Unison:Projects

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The Unison by Melissa Projects menu has the option to create a New project or view your already created projects under My Projects.

New

This section will start the guide for setting up a new project. The steps followed are:

• Project Configuration
• Source
• Services
• Output Configuration

Start A New Project

The Start A New Project guide will help you set up your project with a name and select a source.

Name Your Project

Give your project a name and click Next. This will then go to the Select a source step.

My Projects

This section displays your already created projects, listing their name, date created, date updated, and date last executed. You can search through your projects by using the text fields under each heading and sort them with the arrows next to each heading.

If you mouse-over a project name a context menu will slide out, allowing you to:

• Rename your project
• Schedule your project
• Delete your project

If you click on a project name, it will take you to the Project Configuration section.

Project Configuration

The project configuration screen contains the following sections:

• Inputs
• Services
• Outputs
• Schedule Project Execution
• Run Now

Inputs

This section displays your inputs. If you do not have any, you will be prompted to Add an Input.

Select a source

Select a source for your project. This can be either a file or a table.

Once you select a source, you will be sent to the Input File Preview.

Input File Preview

This section lets you control your input file settings. You can choose the delimiter and enclosure, select which fields to include, and preview the results. When you are done previewing your input file, click Save.

Services

While configuring the project, you select the service(s) you want to use. For more details on a specific service, see the links below.

• Address Object
• Email Object
• Name Object
• Phone Object

Outputs

Select what kind of output you want.

Write to File

Write your output to a file.

File Settings

Filename

Select a filename for your output file.

Enclosure

Select the enclosure to use in the output file.

Delimiter

Select the delimiter to use in the output file.

Compression

Select the compression to use on the output file.

Filter

Filters

Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.

Filter String (edit as needed)

The filter string generated by the selected filter. You may edit this for more control.

Write to Table

Write your output to a table. To do so, you must select a connection under Connection Settings. If there are no connections, create a new connection.

Create a New Connection

Name

Name the connection.

Vendor

Select a vendor for your connection.

Host

Enter a host IP.

Port

Enter a port for your host.

Database

Enter the name of your database.

Username

Enter the username.

Password

Enter the password.

Output Fields

Select which fields and what order you want them to output. Click the trashcan icon to remove a field, and drag-and-drop to reorder the fields.

Schedule Project Execution

You can choose to schedule your project to run on a specified date, time, and frequency.

Description

Enter a description of your scheduled project execution.

Frequency

Set a frequency for your scheduled project execution.

Run Now

Run your project now.