JOEL KOEDOOT, SR. CONSULTANT IMPORT BASICS

Transcription

1 JOEL KOEDOOT, SR. CONSULTANT IMPORT BASICS

2 Housekeeping Maximize your viewing window Q&A: submit any number of questions

3 HOUSEKEEPING Asking Questions We will leave time at the end, but you can type them in at anytime.

4 AGENDA Imports in Axiom EPM Managing Imports Executing Imports Using the Import Wizard Scheduling Imports

5 IMPORTS IN AXIOM EPM Imports are utilities which bring external data into the Axiom database (or manipulate existing data). Imports are accessed on the Axiom ribbon in the Administration section.

6 IMPORTS IN AXIOM EPM Imports are designed specifically for the unique requirements of the external data source (adding or rearranging source columns will break an import!!) Imports can be modified, deleted and created from scratch or from existing imports Users must have Administer Imports permission in security in order to modify, delete, or create Imports can be run interactively or scheduled to run automatically using the Axiom Scheduler

7 IMPORTS IN AXIOM EPM Imports are designed specifically for the unique requirements of the external data source Imports can be modified, deleted and created from scratch or from existing imports Users must have Administer Imports permission in security in order to modify, delete, or create Imports can be run interactively or scheduled to run automatically using the Axiom Scheduler

8 IMPORTS IN AXIOM EPM Imports are designed specifically for the unique requirements of the external data source Imports can be modified, deleted and created from scratch or from existing imports Users must have Administer Imports permission in security in order to modify, delete, or create Imports can be run interactively or scheduled to run automatically using the Axiom Scheduler

9 IMPORTS IN AXIOM EPM Imports are designed specifically for the unique requirements of the external data source Imports can be modified, deleted and created from scratch or from existing imports Users must have Administer Imports permission in security in order to modify, delete, or create Imports can be run interactively or scheduled to run automatically using the Axiom Scheduler

10 MANAGING IMPORTS IN AXIOM Exisiting imports can be copied as the starting point for a new import.

11 MANAGING IMPORTS IN AXIOM Imports can be edited to accommodate data and source system changes

12 EXECUTING IMPORTS To execute an import only, select Imports>[import name]>execute

13 EXECUTING IMPORTS To execute an import only, select Imports>[import name]>execute

14 USING THE IMPORT WIZARD The Import Wizard can be accessed by selecting Edit under the desired import

15 USING THE IMPORT WIZARD The Import Wizard

16 USING THE IMPORT WIZARD The Source Tab Import Source

17 USING THE IMPORT WIZARD The Source Tab File Location

18 USING THE IMPORT WIZARD The Source Tab File Location Always use this file option. Make sure the file is accessible to the Axiom EPM application. Prompt for file during execution option. User can browse to any file they have access to. It s best to use a fully qualified path (i.e. \\<ServerName>\<FolderName>).

19 USING THE IMPORT WIZARD The Source Tab File Options

20 USING THE IMPORT WIZARD The Source Tab Connecting to SQL/Oracle database

21 USING THE IMPORT WIZARD The Source Tab Connecting to SQL/Oracle database

22 USING THE IMPORT WIZARD The Source Tab Connecting to SQL/Oracle database

23 CONNECTING TO THE CURRENT AXIOM DATABASE Select the Import source below

24 CONNECTING TO THE CURRENT AXIOM DATABASE Manually write a SQL statement or

25 CONNECTING TO THE CURRENT AXIOM DATABASE Choose source table to create SQL

26 CONNECTING TO THE CURRENT AXIOM DATABASE Choose a table

27 USING THE IMPORT WIZARD The Variables Tab

28 USING THE IMPORT WIZARD The Mapping Tab

29 USING THE IMPORT WIZARD The Mapping Tab Target Table

30 USING THE IMPORT WIZARD The Mapping Tab- Target Table Columns

31 USING THE IMPORT WIZARD The Mapping Tab- Work Column Mappings

32 USING THE IMPORT WIZARD The Transforms Tab

33 USING THE IMPORT WIZARD Transforms Tab- Transform Steps and Description

34 USING THE IMPORT WIZARD Transforms Tab- Pause and Stop Columns

35 THE EXECUTE TAB Allows for testing by choosing Allow pauses and preview only

36 THE EXECUTE TAB New in 5.2 Allows Ignore lookup and key errors

37 SCHEDULING IMPORTS Manage>Scheduler

38 SCHEDULING IMPORTS Job Tab

39 SCHEDULING IMPORTS Click New+ to create a new Job

40 SCHEDULING IMPORTS Click Add+ to create a new Task and choose Import ETL Package

41 SCHEDULING IMPORTS Select ETL Import Package

42 SCHEDULING IMPORTS Choose Import

43 SCHEDULING IMPORTS Source Filename - Keep default or Browse Package Variables - Keep default or update

44 SCHEDULING IMPORTS Scheduling Rules Click Add+ and setup schedule

45 Questions?

46 RESOURCES Axiom Product Portal How do I log into an Axiom System? If you do not have access to the Training System, contact Axiom Training training@axiomepm.com 46

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