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You can access the Metadata Wizard from the Metadata Wizard icon.

The Configure connection pane opens.

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1. Select one of the following options:
   • Configure New Adapter
   • Add Connection
   • Change Connect Parameters

   

2. If you select Configure New Adapter, the Configure Adapter pane opens. Select the radio button for the adapter and click Next.

   

   Note: You can click the Adapter, Release/Dialect, or Adapter Category column to sort the available adapters.

   The Add Adapter to Configuration pane opens. Enter the parameters for the specific adapter and click Configure. For information on the parameters, see the Adapter Administration for UNIX, Windows, OpenVMS, IBM i, and z/OS manual.

3. If you select Add Connection, the Add Connections pane opens. Select an available adapter from the Adapter drop-down menu and click Next.

   

   The Add Connection pane opens. Enter the parameters for the specific adapter and click Configure. For information on the parameters, see the Adapter Administration for UNIX, Windows, OpenVMS, IBM i, and z/OS manual.

4. If you select Change Connect Parameters, the Edit Connections pane opens. Select the radio button for the connection and click Next.

   

   Note: You can click the Adapter, Connection, Connection string, or Profile column to sort the available connections.

   The Change Connect Parameters pane opens. Change the parameters for the specific connection and click Configure.

5. Click Next to move to the Create Synonym step.

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After completing the Connection step, the wizard moves to the Create Synonym step.

The Create synonyms or samples pane opens, as shown in the following image.

1. Select either Create Synonym or Create Sample.
2. If you select Create Synonym, the Select connection to create synonyms or samples pane opens, as shown in the following image.

   

   1. Select the radio button for the adapter and click Next.

      Note: You can click the Adapter, Connection, Connection string, or Profile column to sort the available adapters.

      The Select Synonym Candidates or Create and Load Sample Star Schema Tables pane opens. Select or enter the parameters for each screen and click Next. For information on the parameters, see the Adapter Administration for UNIX, Windows, OpenVMS, IBM i, and z/OS manual.

   2. Click Create Synonym.
3. If you select Create Samples, the Create Sample Procedures and Data pane opens, as shown in the following image.

   

   1. Select the desired options from the drop-down menus.
   2. Enter a string in the Prefix for SQL Tables field.
   3. Enter a location in the Application field or click the File Picker (...) and navigate to one.
   4. Click Create.

The synonym or samples are created in the application directory and the wizard moves to the Edit Synonym step.

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After you have created synonym(s), the wizard moves to the Edit Synonym step, as shown in the following image.

1. For a particular synonym, double-click Edit Synonym in the Action column, or right-click it and select Edit.

   The Quick Edit pane opens, as shown in the following image.

   

   The Quick Edit pane has three tabs:

   • Metadata.
   • Data.
   • Key Management.
2. Make your edits on the applicable tab.
3. Click Next or click Cluster (Dimensions) on the ribbon or in the navigation pane to move to the Cluster Synonym step.

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After completing the Create and Edit Synonym steps, click Cluster (Dimensions) to move to the Cluster Synonym step.

The Select Fact Table pane opens.

1. Select the radio button for a synonym to use as the fact table and click Next.

   

   Note: You can click the Name, Description, or Adapter column to sort the available synonyms.

   The Select Synonyms to be added for the Star Schema pane opens.

2. Select the check box(es) for one or more dimensions. Select a radio button for the Time dimension. Click Next.

   

   The Time Processing for pane opens.

3. Select an option from the Processing of Time drop-down menu and click Next. The choices are:
   • Choose individual Fields
   • Decompose one field into components

   

   The Individual Time field components from a table pane opens.

4. Move time field components to the right column using the right arrow (>>) button and left arrow (<<) button and click Next.

   

   The Set Caption for Dimension pane opens.

5. Select a caption for the dimension and click Next.

   

6. When the Save Synonym pane opens, click Save.

   

7. When the Cluster Wizard completed pane opens, click Next.

   

8. Select measures to use in the report and click Next.

   

   The Select Report Rows pane opens.

9. Select rows for the report and click Next.

   

   The Select Report Columns pane opens.

10. Select columns for the report and click Next.

    

11. When the Reporting Wizard completed pane opens, click Run or Next (Scheduler and E-Mail).

    

    If you click Run, the report is displayed.

    

    If you click Next (Scheduler and E-Mail), the Run, E-Mail, Schedule pane opens.

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1. From the Reporting Wizard completed pane, click Next (Scheduler and E-Mail), or select Run, E-Mail, Schedule from the ribbon or the navigation pane.

   The Run, E-Mail, Schedule pane opens, as shown in the following image.

   

2. Select the radio button for a report.
3. Click Run to run the report.
4. Click Submit with E-Mail to submit the procedure and specify start or completion email.

   The Submit procedure with E-Mail pane opens, as shown in the following image.

   

5. To schedule the procedure, click Manage Schedule and Email.

   The Manage Schedule and E-Mail for procedure pane opens, as shown in the following image.

   

For information on email and scheduling options, see Sending an E-mail Notification for a Procedure and Scheduling a Procedure.