Difference between revisions of "Unison:Projects"

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===Start A New Project===
+
<h3 class="productfield">Start A New Project</h3>
 
The '''Start A New Project''' guide will help you set up your project with a name and select a source.
 
The '''Start A New Project''' guide will help you set up your project with a name and select a source.
  
  
====Name Your Project====
+
<h3 class="productfield">Name Your Project</h3>
 
[[File:MDQ_Projects_NameProject.png|link=]]
 
[[File:MDQ_Projects_NameProject.png|link=]]
  
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==Project Configuration==
 
==Project Configuration==
 +
The project configuration screen contains the following sections:
 +
 +
*[[#Inputs|Inputs]]
 +
*[[#Services|Services]]
 +
*[[#Outputs|Outputs]]
 +
*[[#Schedule Project Execution|Schedule Project Execution]]
 +
*[[#Run Now|Run Now]]
 +
 +
 
==Inputs==
 
==Inputs==
 
This section displays your inputs. If you do not have any, you will be prompted to '''Add an Input'''.
 
This section displays your inputs. If you do not have any, you will be prompted to '''Add an Input'''.
  
  
===Select a source===
+
<h3 class="productfield">Select a source</h3>
[[File:MDQ_Projects_SourceSelect.png|link=]]
+
:[[File:MDQ_Projects_SourceSelect.png|link=]]
  
Select a source for your project. This can be either a file or a table.
+
: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]].
+
:Once you select a source, you will be sent to the [[#Input File Preview|Input File Preview]].
  
  
===Input File Preview===
+
<h3 class="productfield">Input File Preview</h3>
[[File:MDQ_Projects_InputFilePreview.png|link=]]
+
:[[File:MDQ_Projects_InputFilePreview.png|link=]]
  
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'''.
+
: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'''.
  
  
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[[File:MDQ_Projects_OutputConfigurationWrite.png|link=]]
 
[[File:MDQ_Projects_OutputConfigurationWrite.png|link=]]
  
===Write to File===
+
 
 +
==Write to File==
 
Write your output to a file.
 
Write your output to a file.
  
====File Settings====
+
 
;Filename
+
==File Settings==
 +
<h3 class="productfield">Filename</h3>
 
:Select a filename for your output file.
 
:Select a filename for your output file.
  
;Enclosure
+
 
 +
<h3 class="productfield">Enclosure</h3>
 
:Select the enclosure to use in the output file.
 
:Select the enclosure to use in the output file.
  
;Delimiter
+
 
 +
<h3 class="productfield">Delimiter</h3>
 
:Select the delimiter to use in the output file.
 
:Select the delimiter to use in the output file.
  
;Compression
+
 
 +
<h3 class="productfield">Compression</h3>
 
:Select the compression to use on the output file.
 
:Select the compression to use on the output file.
  
====Filter====
+
 
;Filters
+
==Filter==
 +
<h3 class="productfield">Filters</h3>
 
:Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.
 
:Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.
  
;Filter String (edit as needed)
+
 
 +
<h3 class="productfield">Filter String (edit as needed)</h3>
 
:The filter string generated by the selected filter. You may edit this for more control.
 
:The filter string generated by the selected filter. You may edit this for more control.
  
  
===Write to Table===
+
==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.
 
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
+
==Create a New Connection==
 +
<h3 class="productfield">Name</h3>
 
:Name the connection.
 
:Name the connection.
  
;Vendor
+
 
 +
<h3 class="productfield">Vendor</h3>
 
:Select a vendor for your connection.
 
:Select a vendor for your connection.
  
;Host
+
 
 +
<h3 class="productfield">Host</h3>
 
:Enter a host IP.
 
:Enter a host IP.
  
;Port
+
 
 +
<h3 class="productfield">Port</h3>
 
:Enter a port for your host.
 
:Enter a port for your host.
  
;Database
+
 
 +
<h3 class="productfield">Database</h3>
 
:Enter the name of your database.
 
:Enter the name of your database.
  
;Username
+
 
 +
<h3 class="productfield">Username</h3>
 
:Enter the username.
 
:Enter the username.
  
;Password
+
 
 +
<h3 class="productfield">Password</h3>
 
:Enter the password.
 
:Enter the password.
  
  
===Output Fields===
+
==Output Fields==
 
[[File:MDQ_Projects_OutputFields.png|link=]]
 
[[File:MDQ_Projects_OutputFields.png|link=]]
  
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You can choose to schedule your project to run on a specified date, time, and frequency.
 
You can choose to schedule your project to run on a specified date, time, and frequency.
  
;Description
+
 
 +
<h3 class="productfield">Description</h3>
 
:Enter a description of your scheduled project execution.
 
:Enter a description of your scheduled project execution.
  
;Frequency
+
 
 +
<h3 class="productfield">Frequency</h3>
 
:Set a frequency for your scheduled project execution.
 
:Set a frequency for your scheduled project execution.
  

Revision as of 23:39, 8 February 2018

Template:MelissaDQNav



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

MDQ Projects Menu.png


New

File:MDQ Projects .png

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


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

MDQ Projects NameProject.png

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


My Projects

MDQ Projects MyProjects.png

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.


MDQ Projects MyProjectsContext.png

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

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

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


Select a source

MDQ Projects SourceSelect.png
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

MDQ Projects InputFilePreview.png
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

MDQ Projects Services.png

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


Outputs

Select what kind of output you want.

MDQ Projects OutputConfigurationWrite.png


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

MDQ Projects OutputFields.png

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.