The Metadata Wizard provides a step-by-step process
for creating a cluster synonym and running a report. The wizard
enables you to:
- Configure an
adapter, create a new connection, or change connection parameters.
- Create synonyms or
samples.
- Edit synonyms.
- Specify dimenstions and measures to create cluster synonyms.
- Generate a test report.
- Run, submit with email or schedule the report.
- Return to the console.
The Metadata Wizard displays these steps on the ribbon and in
the navigation pane.
When you complete a task, the wizard automatically moves to the
next step.
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Procedure: How to Access the Metadata Wizard
You
can access the Metadata Wizard from the Metadata Wizard icon.
The
Configure connection pane opens.
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Procedure: How to Use the Metadata Wizard to Configure an Adapter, Create a
New Connection, or Change a Connection
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Select one of the following options:
-
Configure
New Adapter
-
Add Connection
-
Change Connect Parameters
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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.
-
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.
-
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.
-
Click Next to
move to the Create Synonym step.
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Procedure: How to Use the Metadata Wizard to Create a Synonym
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.
-
Select either Create Synonym or Create
Sample.
-
If you select Create Synonym,
the Select connection to create synonyms or samples pane opens,
as shown in the following image.
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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.
-
Click Create Synonym.
-
If you select Create Samples,
the Create Sample Procedures and Data pane opens, as shown in the
following image.
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Select the desired options from the drop-down menus.
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Enter a string in the Prefix for SQL Tables field.
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Enter a location in the Application field or
click the File Picker (...) and navigate to one.
-
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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Procedure: How to Use the Metadata Wizard to Edit Synonyms
After
you have created synonym(s), the wizard moves to the Edit Synonym
step, as shown in the following image.
-
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.
-
Make your edits on the applicable tab.
-
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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Procedure: How to Use the Metadata Wizard to Create a Cluster Synonym and Generate
a Report
After completing the Create and Edit
Synonym steps, click Cluster (Dimensions) to
move to the Cluster Synonym step.
The
Select Fact Table pane opens.
-
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.
-
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.
-
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.
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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.
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Select a
caption for the dimension and click Next.
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When the
Save Synonym pane opens, click Save.
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When the Cluster Wizard completed pane opens, click Next.
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Select measures to use in the report and click Next.
The
Select Report Rows pane opens.
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Select rows
for the report and click Next.
The Select Report Columns pane
opens.
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Select columns for the report and click Next.
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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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Procedure: How to Use the Metadata Wizard to Run, Email or Schedule a Report
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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.
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Select the radio button for a report.
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Click Run to run the report.
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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.
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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.