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

Trillium Control Center

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Discovery
Version
Latest
Language
English
Product name
Trillium Quality and Discovery
Title
Trillium Control Center
Copyright
2024
First publish date
2008
Last updated
2024-10-18
Published on
2024-10-18T15:02:04.502478

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.

See also Creating an Entity for instructions on how to create an entity using a loader connection.
Note: The create entity from client option is not available if your Repository Administrator has enabled the Disable access to file system option for your environment.

The uploaded file is imported into the following directory:

C:\ProgramData\Trillium Software\MBSW\17\Data\import\_upload\USER_NAME.

Any dynamic or real entity created will use this uploaded file as the data source. During the entity creation process, if the file already exists in the repository, you will be prompted to confirm a file overwrite. The data file is then processed in the same way as any other import of that data type, ending with the usual schedule dialog to load the data.

An entity created directly from the client will have the same access permissions and privilege as an entity created by a loader connection.

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.