Creating an Entity from the Client - trillium_discovery - trillium_quality - 17.2

You can create an entity by directly loading a data file from your local system. This method of creating entities allows you to bypass the dependency on a loader connection and is useful in situations where you want to quickly upload a sample data file from your local system to the Control Center for analysis.

To create an entity from the client

1. In the Control Center, go to the Discover bar.
2. Right click the Entities tab and select Create entity from client. The Local File Entity Wizard opens.
3. For the Data File field, click Browse then select the appropriate data file and click Open.
   Note: You can only select one file at a time.
4. For the Schema File field, click Browse then select an appropriate schema file and click Open. Alternatively, you can create a schema file using the information in Creating Schema Files.
   Note: If you choose a delimited file in step 3, schema file selection is optional, but if you select a TSQ or COBOL file, you must select a schema file. The wizard will show an error and will not allow you to proceed with entity creation unless you select the schema file.
5. Click Next. You are prompted to select the schema settings for the data file.
6. Select the appropriate schema settings for the file you selected. For configuration instructions, see Schema Settings for Delimited Data Sources and Schema Settings for COBOL Copybooks.
7. Click Preview to verify that the data is correctly formatted.
8. Click Next. The Load Parameters window opens. The load parameters you specify determine the type of entity that Trillium creates.
9. If you want to create a real entity, select Load the data now. To create a dynamic entity, clear the option.

   When creating a real entity, a link is created to the data source allowing you to:

   • Drill down to the rows
   • Create and run business rules
   • Filter
10. Select the load parameters using the following table for guidance.
    Note: The Control Center is designed to help you create and test projects based on sample data. If you are working with a large number of records, the most efficient way to use the Control Center is to define a subset of rows to include in the entity.

    Option	Description
    All Rows	Load all of the data rows. Note: This option is not available when creating dynamic entities.
    First [number] rows	Load a selected number of records from the beginning of the file (for example, the first 1000 records). Note: This option is not available when creating dynamic entities.
    Probability [number] rows in a thousand	The Probability value is the sample number of records you want to load from the source file. The Probability value represents the load chance applied to each row in your file. Therefore, the actual number of rows loaded may be different for each load of the same file even if you specify the same number. Note: This option is not available when creating dynamic entities.
    Skip first [number] rows	Allows you to specify a starting row for data imports. For example, if your file has 300 rows and you select All Rows and Skip first 99 rows, Trillium will load 201 rows, starting with the 100th row.
    Job name	Name of data load job.

11. Click Next. The Final entity summary window opens.
    Note: If you click Create & Restart to schedule the job, you are returned to the entity selection list where you can select another entity. Use this button when you want to quickly load several files from the same source with different settings.
12. Review the list of settings and click Finish or Create & Restart. The scheduler bar displays.
13. (Optional) Change the job name.
14. Do one of the following:
    • To schedule the job to run immediately, click Now. The message closes and the job begins running in the background.
    • Click Later. The Set Date & Time scheduler window opens. To immediately run the job in the background, click Run Now. To schedule a time, select a starting date on the calendar and select a time you want the job to run on the selected date. Click Submit to save the scheduled time.
    • Click Cancel to cancel the task.