DOCUMENTATION CONVENTIONS

Transcription

1 DATA EXTRACTION

2 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. DOCUMENTATION CONVENTIONS The eyeglass symbol ( ) indicates a field on which you can browse. The star ( ) indicates the system default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 4.05 or higher to find which manual describes a specific module, job, or function. 9/26/05 Prophet 21 Acclaim Version 16 The Prophet 21 system and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. ii

3 Table of Contents 1 INTRODUCTION 4 Data Extract 4 Main Menu 4 2 DATA EXTRACTION MAINTENANCE 6 3 GENERATE EXTRACTION 11 4 RUN EXTRACTION 13 5 EXTRACTION OPTIONS 15 iii

4 1 INTRODUCTION DATA EXTRACT You can create your own data extraction specifications, including file and field selections, using the Data Extraction module. You can specify links to other tables and filters at the field level. Writing simple queries and extracting the data from the Acclaim system for data warehousing can also be accomplished. The Data Extraction module allows you to: specify a generic date filter; automatically replace any fields that have a value of? with a blank value integrate user-specified control options utilize browses throughout the module Each export is defined with a user-defined name. The AIX filename uses the same name. MAIN MENU To access the Data Extraction module, you can enter DATA-EXTRACT at the jump to box or move through the menus by selecting the System Administration option from the main menu; then choose Utilities from the System Administration menu, and then select Data Extraction from the Utilities menu: 4

5 1 INTRODUCTION DATA EXTRACTION The main menu of the Data Extraction module appears: Data Extraction Maintenance... defines each data extraction and the fields to be exported. For more information on this option, refer to the next section. Generate Extraction... generates the query, in the Progress programming language that runs the defined export. More information on this feature is found in the Generate Extraction chapter found on page 11. Run Extraction... runs the actual export. You select which exports to run by setting a parameter screen. For more information on running extractions, refer to the Run Extraction chapter on page 13. Extraction Options... sets specific information regarding the extraction process, such as the type of delimiter and the AIX directory. More information on these options is found in the Extraction Options chapter on page 15. Important! You will need to define all necessary AIX directories before creating any exports. The system does not create directories as extractions are written or run. The directory /conv will need to be created on the network directory before you use this module. Full access (read, write, execute permissions) will need to be applied to these directories as well, so that multiple users may write to and run files from these directories. If this is not done, you may see file permission errors when trying to generate or run an extraction. 5

6 2 DATA EXTRACTION MAINTENANCE You define queries for data extraction by using the Data Extraction Maintenance feature. When the Data Extraction Maintenance option is selected, the following screen appears: Name... name of the data extraction query. The extraction name can be up to 12 characters in length. Project... name of the project for which the query is being created. Desc... describes the purpose of the query/project. Tables... lists the tables or areas from where information is retrieved. 6

7 2 DATA EXTRACTION MAINTENANCE DATA EXTRACTION Press {F3] for the File Layout Browse. The system displays database specific tables. Join is MANdatory (inner join) or OPTional (outer join). Relationships Field... specific field from the Tables window. Press [F3] to show the available fields. Link Table... specifies database to link to Tables window. Press [F3] to see available tables. Only previously linked or primary tables appear. Link Field... the common field between the multiple tables. Filters... the conditions for the data to meet before it is retrieved for the export. Six filters are available. Prompts are available for Start and End Dates. You would set up an extraction maintenance record for each AIX file that would be generated. It is recommended that the extraction name be prefixed with the data type such as S- for Sales, I- for Inventory, and P- for Purchase. This helps to easily specify a range of extractions when running extractions, and to limit them by extraction type. Field names are added as the first record of each extraction file. Important! This program does not create fields resulting from mathematical calculations. Calculated fields need to be generated via another application, such as Microsoft Excel or Access. Multiple tables can be linked together to produce a single extraction file. The links are specified in the Relationships section of the screen. Relationships are only displayed and can only be edited for the selected table in the Tables section. To access the relationships for a specific table, select a table in the Tables section and then press [Ctrl][N]. Note: Relationships should never be set up for the primary table (first entry in the Tables section). The Relationships section is to be used to link additional tables back to the primary table (or other additional tables). Once the relationships have been defined, fields can be selected from any of the linked tables. As an example, this linking could be used for the export of order header data since order header data is stored in two different tables. 7

8 2 DATA EXTRACTION MAINTENANCE DATA EXTRACTION An example of a relationship definition is shown in the following screen for the p21.ord_2 table. Browses are available for each of the fields in the Tables and Relationships sections. Filters can be defined for any field in the table. You can also define a generic start and end date filter. If you use the generic token <Start Date> or <End Date> in the filter, this date will be substituted with dates specified on the parameter screen when running the export. To browse for a field name, first select the table from the drop-down list, which appears when [F3] is pressed, and then choose a field from the list of fields that displays for that table. The date tokens are also available in a drop-down list. To use a literal string in the filter, it must be contained within quotation marks. For example, to see invoices for all customers with a customer code greater than the letter F, the filter should read dyn1.wbw_head.cust_code GT F (with F in quotation marks). 8

9 2 DATA EXTRACTION MAINTENANCE DATA EXTRACTION An example of a filter definition is shown in the following screen: You can select the fields that are to be extracted from the query. A browse is available for the tables that were listed in the Table section, and once the table is selected, a browse shows the available fields for that table. 9

10 2 DATA EXTRACTION MAINTENANCE DATA EXTRACTION There is an additional mapping option that can be used. This option allows you to change the data that appears in the export file. Once the table and field are selected, press [F6] on the field to access the map. A pop-up window similar to the following appears: You can press [F3] on the first Op field to browse for the operator. You then enter the To and From values, which should be literal values without quotation marks. (The system applies the quotation marks when the extraction is generated.) In the prior screen s example, if the dyn1.wbw_head.cust_code equals MICIND, then MICIND will be exported as the customer code. 10

11 3 GENERATE EXTRACTION The Generate Extraction option is used to create the Progress query from the maintenance screen information. When this option is selected from the Data Extraction main menu, the following window appears: Name... name of the extraction made in Data Extraction Maintenance. Once each extraction has been defined, you should generate the Progress code for each extraction. When you press [F3] on the Name field, a Data Extraction browse window appears for you to choose an extraction for which you wish to generate code. 11

12 3 GENERATE EXTRACTION DATA EXTRACTION After an extraction is selected, a message is displayed that the system is creating the query. Press the spacebar to return to the Name field and generate a query for another extraction, if you wish. A program is created for each extraction and named by the extraction name with an.exp extension. These always reside in the /conv directory. The definition of each extraction and the generation of the extraction code would only need to be done once for each extraction unless changes were needed. Tip! Regenerating Code If changes were made to extraction maintenance or the extraction options, you would need to regenerate the code. You would need to log off the system and log back on before running the extraction to be sure the old extraction query is not cached in memory. 12

13 4 RUN EXTRACTION The Run Extraction option is used to pull data from the Prophet 21 system into an AIX file. Once all the extractions have been defined and generated, they can be run either individually or by a range of extractions. When this option is selected, the following parameter screen appears: Extraction Start/End Filter Date Start/End... range of the data extraction names. Press [F3] to view a browse of available extractions.... range of filter dates. The Start and End dates correspond to any generic filter dates specified on the Data Extraction Maintenance screen. These will have no effect on extractions if the date tokens are not used within the extraction. Note: You may receive the message, User does not have permissions to write extraction file. If you see this message, refer to your system administrator for assistance. The Run Extraction option can be placed within a macro to run with other end-of-day macros. When the extraction is run, all files extracted are stored in the AIX directory that was specified in the Extraction Options. You can also specify the field delimiter to be used in the extraction. Important! If you run the same extraction more than once, the existing file is completely overwritten. This occurs even if you run, and then re-run the extraction on different days. The process is set up like this in the thought that you will move or use the created file before the extraction is run again. The first line in the extracted data file will include the field names, also separated by the field delimiter. 13

14 4 RUN EXTRACTION DATA EXTRACTION All extracted data with a value of? is replaced with a blank space. Tip! Defining AIX Directories Remember that all necessary directories must be created before you generate and run any exports. The /conv directory must be created on the network directory before running any data extraction option. Take care that all users in your company who create and run exports should have full access to these directories. 14

15 5 EXTRACTION OPTIONS The Extraction Options section holds information on the field delimiter and AIX directory you want to use. To access these options, choose the Extraction Options from the Data Extraction main menu. A screen similar to the following displays: Field Delimiter... the field delimiter in the file. The field delimiter can be any ASCII character and if it cannot be typed from the keyboard, you can identify it with the carat symbol (^) and the decimal ASCII representation. For example, in the prior screen, 009 is the decimal ASCII representation for the Tab key. AIX Directory... directory where the current extractions are stored. It is mandatory that you create this directory on your system. Note: If you do not have a /conv directory on your network, create it in your home directory before you start generating and running extractions. This information on data extraction is found in the System Utilities manual. 15