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

   

   The Upload Wizard opens to the Upload pane, as shown in the following image.

   

2. Select a type from the Upload Type drop-down menu.

   The options are:

   • Leave file in original format. This will copy the file to the application folder.
   • Upload into relational DBMS. This will upload the file into your database.

   If you choose Upload into relational DBMS, you will need to provide the target parameters, as shown in the following image.

   

3. Select a configured adapter from the Adapter drop-down menu.
4. Select a connection from the Connection drop-down menu.
5. Select a load type from the Load Type drop-down menu.

   The options are:

   • Insert Records From Memory. This option speeds the loading of the data target by inserting a block of rows at once. You can set the row interval to commit or write transactions and the number of records to load in a block.
   • Bulk Load Utility Via a Disk File. This option uses database bulk loaders to insert data into a target.
6. Enter the full path and file name in the Upload file field, or click the Browse button and navigate to one.
7. Click Next.

   The synonym creation screens will vary, depending on the type of file uploaded.

8. Enter parameters for the synonym, and click Create Synonym.

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

   

9. Click Next.

   The Edit Synonym pane opens.

10. If you do not want to edit the synonym(s) or create a cluster synonym, you can click Create Test Report from the ribbon or navigation pane.

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

To exit the Upload Wizard, click Full Console.

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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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You can create a cluster synonym with the Upload Wizard using the same process as the Metadata Wizard. For information, see How to Use the Metadata Wizard to Create a Cluster Synonym and Generate a Report.

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

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If you did not create a cluster synonym, click Create Test Report from the ribbon or navigation pane.

The Select Synonym for report pane opens.

1. Enter the full path to the synonym or click the File Picker (...) and navigate to one.
2. Click Next.

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

   

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

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

   

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

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

   

5. Select fields from the left side, use the arrow key to move them to the right, and click Next.

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

   

6. Click Run to run the procedure.

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

   

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

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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 or navigation pane.

   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.

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

To exit the Upload Wizard, click Full Console.