x

1. From the Web Console, click the Upload Wizard icon, as shown in the following image.

   

   The Upload Wizard opens to the Upload pane.

   The following image shows the parameters available when you have a relational adapter configured.

   

   If you do not want to upload into the DBMS, uncheck the Upload into relational DBMS check box. This removes the parameters for uploading into the DBMS, as shown in the following image.

   

2. The type of upload depends on whether the Upload into relational DBMS check box is selected.
   • If it is checked, the file will be uploaded into the DBMS.
   • If it is unchecked, the file will be uploaded into an application folder in its original format.
3. For upload into a relational DBMS, select the adapter, connection, and load type. The load type is either to load from memory or to use a bulk load utility, if one is available for the selected adapter.
4. Accept the default application name, enter an application name in the Application text box, or click the file selector button to select an application.
5. Select an upload file by clicking the Browse button and navigating to the file you want to upload.
6. Click Next.

   The Select Candidates screen is displayed. The screens will vary, depending on the type of file uploaded.

7. Enter parameters for the synonym, if any, and click Next.

   The synonym is created, as shown in the following screen.

   

8. Click Next.

   The Edit Metadata pane opens.

9. If you do not want to edit the synonym(s) or select dimensions and measures, you can click Create Sample Procedures from the ribbon.

You can then run the procedure with email or schedule it to run once or multiple times.

To exit the Upload Wizard, click Full Console.

x

The Edit Metadata page optionally enables you to select the synonym you wish to edit.

1. Select the check box next to the synonym you want to edit, and click Edit Metadata at the bottom of the page, as shown in the following image.

   

   It displays the fields in the synonym and their attributes, as shown in the following image.

   

2. On the Metadata tab, you can edit the field formats and edit the Title and Description attributes.
3. The Data tab displays the data in the file.
4. On the Key Management tab, you can select key fields by selecting a check box next to a field name, as shown in the following image.

   

   If you selected key fields, click Apply.
5. When you are finished editing the metadata, click Save on the Metadata tab, then click Next.

You can now add dimensions and measures to the synonym.

x

You can create a cluster synonym with the Upload Wizard using the same process as the Metadata Wizard.

If you do not want to create a Cluster Synonym, click Create Test Report from the ribbon or navigation pane.

x

1. If you did not add dimensions and measures, click Create Sample Procedures from the ribbon.

   The Select Report Measures pane opens, as shown in the following image.

   

2. Select fields from the left side, click the arrow icon to move them to the right, and click Next.

   The Select Report Rows pane opens, as shown in the following image.

   

3. Select fields from the left side, click the arrow icon to move them to the right, and click Next.

   The Select Report Columns pane opens, as shown in the following image.

   

4. Select fields from the left side, click the arrow icon to move them to the right, and click Next.

   The Reporting Wizard completed pane opens, as shown in the following image.

   

5. Click Run to run the procedure.

   The resulting report is displayed, as shown in the following image.

   

6. Click Next (Scheduler and E-Mail) to submit the procedure with email or schedule it.

x

After you have created a test report with the Upload Wizard, you can run the procedure, submit it to run with email, or schedule it.

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

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

   

2. Click Run to run the report.
3. Click Submit with E-Mail to submit the procedure and specify start or completion email.

   The Submit procedure with E-Mail pane opens.

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

To exit the Upload Wizard, click Full Console.

x

You must have an adapter connection configured to an SQL database.

1. From the Applications page, right-click the Application Directories folder in the navigation pane, and select Manage SQL Repository, and then Create New, as shown in the following image.

   

   The Create New SQL Repository page opens, as shown in the following image.

   

2. Select a configured adapter from the Adapter drop-down menu.
3. Select a connection from the Connection drop-down menu.
4. Enter a prefix in the Prefix field.
5. Optionally, select the Overwrite existing repository tables and their synonyms check box.
6. Click OK.

   A warning message is displayed, as shown in the following image.

   

7. Click OK.

   Two SQL Repository catalog tables are created with this connection, as shown in the following image.

   

   The tables are:

   prefixIOHFILETABLE

   prefixIOHRECORDTABLE

   Two synonyms describing the catalog tables are also created in EDACONF/catalog/IOH.

8. Optionally, click Create New Application.

   The Create New Application page opens, as shown in the following image.

   

x

You must have created an SQL Repository.

1. From the Applications page, right-click the Application Directories folder in the navigation pane, select New, then Application Directory, as shown in the following image.

   

   The Create New Application page opens.

2. Select New Application under repository - DBMS (Connection name) from the Application Type drop-down menu, as shown in the following image.

   

   Note: The choices will include the repository, adapter type, and connection name. In this example, they are the bks repository, Adapter for Microsoft SQL Server, and CON01 connection.

3. Enter a name in the Application Name field.
4. Optionally, select the Recreate application if exists check box.

   Warning: Choosing this option will overwrite the existing application and any content in it.

5. Optionally, enter a description in the corresponding field.
6. Optionally, deselect the Add directory to APPPATH check box. The application is added to the APPPATH by default.
7. Select a position for the application from the Position in APPPATH drop-down menu. The choices are Last or First. The default value is Last.
8. Select a profile from the Profile drop-down menu. For server administrators, the default value is edaprof. For non-administrators, their user profile is the default value.
9. Click OK.

The application is added to the navigation tree. You can now use this application to store procedures, synonyms, data files, and other content.

x

You must first create an SQL Repository.

1. From the Applications page, right-click the Application Directories folder in the navigation pane, and select Application Settings, as shown in the following image.

   

   The Application Settings page open, as shown in the following image.

   

2. Click the selector button (...) next to the homeapps field.

   The Select physical location dialog box opens.

3. Select SQL Repository from the drop-down menu, as shown in the following image.

   

4. Select a subfolder, and click OK.

   The subfolder is entered in the homeapps field, as shown in the following image.

   

5. Click Save and restart Server.