erwin Data Transformation 9.2.4 - User Guide

Model Configuration

Model Configuration

If logged to a CE Repository, this window can add, delete or modify a model configuration. A model configuration is a group of parameters that:

•Allows DT to connect to models in CE repository

•Allows the user to configure preferences (publication sets, export folder, etc.)

In order to prevent inconsistency that may arise if two or more configurations address the same data, one model can be associated to only one configuration.

The first step is to select a configuration from the pick list, or add a new one by clicking the  button.

Selecting an existing configuration fills all fields in the form  automatically.

On pressing the “Add” button, the user is required to set the configuration name, to select a model name and an export folder, which will be also the working folder for automatically created adapters to import/export data from workspace.

In particular, the user should select model name and preferences in the section “Model parameters”. All fields are mandatory.

In detail, the following parameters have to be defined:

•Model name – select the name of the model you want to work with.

•Configuration Folder – browse to a path where you wish the model backups and exports to be saved

At the left side of model configuration window, is a list of the existing workflows created to manage information flows in and out of that model. In particular, you can see the name, the activation status and ID of each (useful for troubleshooting purposes, see later).

You can change “Active/Not Active” status of the single workflow by double-clicking on status cell, and then simultaneously saving the current set with the button.

To save the Model Configuration use the  button  .

Pressing the  button clears all fields on this form.

To delete an existing configuration just select it from the configurations list and press the  button. The configuration will be removed from the list.

The  button closes the window.

Workspace Configuration

Workspace Configuration

If logged in to EA Agile or EA Agile V3, this window is to add, delete or modify a workspace configuration. A workspace configuration, in a similar way to CM model configuration, from the tool perspective, is a group of parameters that:

•Allows DT to connect to an EA Agile workspace

•Allows the user to configure preferences for export folder

In order to prevent inconsistency that can arise if two or more configurations address the same data, one workspace can be associated to only one configuration.

The first step is to select a configuration from the pick list, or add a new one by clicking the  button.

Selecting an existing configuration fills in all fields on the form automatically.

On pressing the “Add” button, the user is required to set the configuration name, to select a workspace name and the export folder, which will be also the working folder for automatically created adapters to import/export data from workspace.

In particular, the user should select model name and preferences in the section “Model parameters”. All fields are mandatory.

In detail, the following parameters have to be defined:

•Workspace name – select the name of the workspace you want to work with.

•Configuration Folder – browse to a path where you wish the exports to be saved

At the left side of model configuration window, is a list of the existing workflows created to manage information flows in and out of that model. In particular, you can see the name, the activation status and ID of each (useful for troubleshooting purposes, see later).

You can change “Active/Not Active” status of the single workflow by double-clicking on status cell, and then simultaneously saving the current set with the button.

To save all the Model Configuration use the  button.

Pressing the  button clears all fields on this form.

To delete an existing configuration just select it from the configurations list and press the  button. The configuration will be removed from the list.

 The  button closes the window.

Workflow Configuration

Workflow Configuration

This window goes through the configuration and management of the Workflow. For each CW model, for which a configuration has been set up (See Configurations), the user can define more than one workflow.

Each workflow is described through three main sections:

-Data Source, containing information for getting the input data.

-Transformation, containing activities to be applied to transform the input data.

-Operation, which details the target of the workflow, i.e. where to send the output data

Configuring a workflow means:

1.Providing general information, like name, descriptions and “active” status

2.Choosing applicable data sources, and providing normalization parameters (like name of the sheet for Excel files, or the object type to extract for an EA/EA Agile Adapter)

3.Optional data transformation – filters on source data and other needed data manipulations settings

4.Operation and target – what system/human resource is the target for the desired operation

5.Test and save the workflow: workflow is ready to be tested (whatever the setting for “Active” checkbox is)  and saved for further scheduled executions (if set in “Active” mode)

First of all the user is required to select a model/workspace configuration in the Configuration drop-down list.

In the “Workflow” drop down list are displayed all the existing workflows for that model configuration.

To create a new Workflow, press the  button. This pops up a new window with two options:

•Create the new Workflow from blank settings (option “New – from blank settings”), or

•Copy it from an existing Workflow, that the user can choose from the displayed drop-down list (option “New – copy from”).

When the user presses the “Add” button  the workflow name and description are set and then the three sections of a workflow are defined.

Data Source

Data Source

To define the source of a Workflow follow the steps in the section “External Data Source Definition”:

•Select ADD button

•Select the external data source type 

According to the type of the data source, the External Data Source Definition section shows the requested data normalization parameters as described below.

User may also create File Adapter, DB Adapter and Web Service Adapter using the <Create New> item in the available adapters list, and pressing “Apply” button.