Create a Project with Create Entity Wizard - trillium_discovery - trillium_quality - Latest

The Create Entity wizard gives you the option of creating a Baseline Analysis or Quality project at the same time you are creating an entity.

To create or modify a project while creating an entity

1. To create an entity
2. Click on the Home tab.
   Note: Alternatively, you can right-click the Entities tab in the Navigation View and select Create Entity.

   The Create Entity Wizard opens to the Connection Page.

3. Select the loader connection that applies to the new entity. (See About Loader Connections for more information.)
4. (Optional) To reduce the number of connections displayed, replace the asterisk in the Connection list currently filtered on field with a new filter expression, and click Change Filter. Use ANSI standard SQL to define the filter.
5. In the Connection Validation field, enter the Username and Password required to connect to the data source.
   Note: If security has not been configured for the data source selected, you do not need to type a username or password.
6. Click Next.

   Trillium connects to the data source directory, using the loader connection you selected in Step 2, and the Entity Selection window opens.

   Note: If the connection fails, ask your repository administrator to check the data source location and loader connection setup. After the problem is corrected, open the Create Entity Wizard and try again.
7. (Optional) In the Entity list currently filtered on: field, type a filter expression to display a select list of available data source files and tables. After defining the filter, click Change Filter.
8. Select one or more data source file names in the list.
   Note: You can select multiple data files to create multiple entities at the same time using the same settings. However, if you select multiple files, you will not be able to preview the files.
9. Select the Add entities to a project option and click Next.
10. In the Project Selection window, set the following options:
    1. Select the type of project you want to create or modify (Baseline Analysis or Quality).
    2. Select the type of action you want to take (create a new project based on the new entity or add the new entity to an existing project).
    3. If creating a new project, enter a name and description in the appropriate fields.
    4. If modifying an existing project, click Choose and browse to the project you want to modify.
    5. Click Next.
11. Set the schema file settings for the selected data file(s). The settings vary, depending on the type of data source. In the list below, click the appropriate data source type for details about the settings for each.
    • Delimited data files
    • COBOL copybooks
    Note: If your data source is RDMS, there are no schema settings. If your data source is a TSQ file, you create a schema file or use an existing file. For more information, see Creating Schema Files.
12. (Optional) If you want to see a preview of how the data will appear in the entity, based on the selected schema settings, or if you want to specify which data you want to import into the entity, click Preview.
    Note: If you selected multiple data files in step 8, you cannot preview the files.
13. (Optional) Use the Preview window to customize the data that will be imported:
    1. Right-click a column header and select Hide to remove the column from the data load.
    2. Drag and drop a single column to a new location.
    3. Right-click anywhere in the column header and select Choose Columns. Select the attributes you want to hide or change the order of columns by dragging attribute names to the correction location.
    4. Right-click anywhere and select Filter. Build an expression that defines the criteria you want applied to rows of data that are loaded.
    5. If your source is a relational database, you can filter the data by applying an SQL filter. Click here for details.
14. When you are ready to continue, click Close.

    Changes you made to the data in Preview mode are preserved. When you import the data from the source into your entity, hidden columns will not be imported, only selected rows will be imported, and the columns will be arranged as you configured them in the Preview mode.

15. Click Next.

    The Load Parameters window opens.

    The load parameters you specify determine the type of entity that Trillium creates. If you choose to import to a repository, you must either select the All Rows option or specify which data rows are to be imported from your data source.

16. Select the load parameters for the entity creation process. Use this table to guide your selections:
    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 use the Load Parameters options to define a subset of rows to include in the entity. 

     

    Option	Description
    Dynamic	A link is created to the external source allowing you to: Drill down to the rows Create and run business rules filter No data is imported into the repository. IMPORTANT: If you select the Dynamic option, you will not have access to features such as key and dependency analysis, until you load the data into a repository. Note: If the external source changes, the date displayed in Trillium also changes. This setting is ideal for quickly examining very large data sources.
    All Rows	Load all of the data rows.
    First [number] rows	Load a selected number of records from the beginning of the file (for example, the first 1000 records).
    Random [percent] % sample	Randomly sample a percentage of rows from the file. Valid values are 0.01 to 99.99. Note: The random % is the percentage chance of rows being included. Therefore, the actual number of rows loaded may be different for each load of the same file even if you specify the same percentage.
    Skip first [number] rows	This option is not available if you select "Dynamic". 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. Option is not available when you select "Dynamic".

     

17. Click Next to continue.
    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.
18. In Confirm Settings, review the list of settings and click Finish.

    The Schedule Job window opens.

19. Do one of the following:
    • Click Run to create the entity now.
    • Click Run Later to specify the date and time you want to create the entity.

    If you selected the option to create or modify a Quality project, the Create Quality project wizard appears immediately after the entity is created.