In this article:

Setting Up Basic Properties and Parameters of Step Description

Setting Up Link between ETL Task and Process Parameters

Setting Up Events Executed on Step Execution Start or End

Creating the ETL Task Step

To create an ETL execution step:

Open the wizard

Setup of the ETL Task step includes the following operations:

  1. Set up basic properties and parameters of step description.

  2. Set up link between ETL task and process parameters.

  3. Set up events executed on step execution start of end.

Setting Up Basic Properties and Parameters of Step Description

Determine basic step properties and also step description parameters:

Set the following parameters on the parameters for the ETL Task step on the Settings tab after determining basic step properties:

  • ETL Task. The box is mandatory. Select the ETL task in the drop-down list. To quickly search for an ETL task, use the search string. The list contains repository objects tree where ETL tasks and folders containing them are only displayed.

Set the following parameters on the Step Description page for the ETL Task step after determining basic step properties:

  • Owner Role. The box is mandatory. In the drop-down list select the user or the group of users responsible for step execution on process execution.

If the list does not contain the required group of users, click the Open Security Manager button. The dialog box of the security manager of Foresight Analytics Platform opens, in which one can create the required group of users.

  • ETL Task. The box is mandatory. Select an ETL task in the drop-down list, you can use search. The list contains repository objects tree where ETL tasks and folders containing them are only displayed. To edit the selected ETL task, click the button. The ETL task editor dialog box opens.

  • Step Execution Time. Specify the time, in which a step should be executed on process execution. Execution time is counted from step activation.

Enter a numeric value of step execution time and select a time measurement unit in the list: minute, hour, day (default), week, month, quarter, half-year, or year.

To determine time, by which step must be finished, select the Finish Step By checkbox. When the Minute or Hour measurement units are selected, this box is hidden.

If the step is not finished by the scheduled execution period, the step status becomes Expired.

The step execution period impacts the whole process execution period, which is determined during process start.

  • Step Description. The box is optional. A text box for entering a comment for a step.

After the parameters have been determined on the Step Description page, click the Next button.

Setting Up Link between ETL Task and Process Parameters

Set a link between parameters of ETL task and process to execute the ETL task with the same parameters as the started process step:

NOTE. If ETL task does not contain parameters, the list is displayed as empty.

On the parameters panel, for the ETL task step, on the Link tab for each static field, which displays ETL task parameter name, select the corresponding process parameter name in the drop-down list. If parameter is not selected, ETL task opens with the parameter value specified in the ETL task by default.

To limit the number of parameter values, with which ETL task will open, execute the following operations:

  1. Click the Fix ETL Task Parameter Values button. The drop-down list displays ETL task parameter dictionary elements.

  2. Select parameter value of the ETL task linked to process step. Multiple selection is available.

If the parameter value is is not selected, selection is absent in the ETL task.

On the Manage Parameters page determine correspondence between ETL task and process parameters for the ETL Task step:

  • Fixed. Select the Fixed dialog box to limit a list with parameters values used on starting ETL task.

  • ETL Task Parameter. The list contains ETL task parameters. It is filled in automatically.

  • Process Parameter. In the Process Parameter drop-down list select a process parameter that corresponds to the data entry form parameter.

If there is no required process parameter, click the Process Parameters button. The Process Settings and Parameters dialog box opens, in which one can add a process parameter.

After the parameters have been determined on the Manage Parameters page, click the Next button.

Setting Up Events Executed on Step Execution Start or End

Set up actions executed automatically on step execution start or end:

To create a list of executed operations:

  1. Select the configured event on the parameters panel on the Events tab. The following events are available:

    • Before Execution. The list of actions will be started before executing the current step in the specified order.

    • After Execution. The list of actions will be started after executing the current step in the specified order.

    • On Rejection. The list of actions will be started on the current step rejection. The list is available for steps with manual execution. If the step is executed automatically, the tab is not displayed.

    • On Deadline Disruption. The list of actions will be started on deadline disruption to execute the current step in the specified order. To execute the actions:

      • When the server execution of processes is selected, select the Check Deadline Disruption of Steps checkbox on the Scheduler page and set check frequency.

      • When the client execution of processes is selected, select the Check Deadline Disruption item on the Administration page.

  1. Click the Add button on the toolbar and select the added action:

    • Fore Method. Fill in mandatory boxes highlighted with rose:

      • Execution. Set execution time before/after deadline disruption. To do this:

NOTE. Execution time can be set only for the On Deadline Disruption event.

        1. Select action execution type in the drop-down list:

          • Before. The action will be executed in the specified time interval before deadline disruption. It is set by default.

          • After. The action will be executed after the specified time interval after deadline disruption.

        2. Specify the time interval. The default value is 0.

        3. Select measurement units in the drop-down list. The list contains the values: Minute, Hour, Day, Week, Month. The Minute value is set by default.

      • Assembly. The box is mandatory. In the drop-down list select a Fore unit, the list contains all repository units and folders containing units. Search by unit name is available.

      • Method. The box is mandatory. Select a method in the drop-down list. The list contains all unit methods corresponding to the signature:

Sub <Fore-method name>(Sender: IBProcessInstance; Args: IBProcessStepStateEventArgs);

Parameter:

Sender. Process instance.

Args. Event information: step, step old state, new state.

    • Message. Set message parameters:

      • Execution. Set execute time before or after deadline disruption. To do this:

NOTE. Execution time can be set only for the On Deadline Disruption event.

        1. Select the action execution type in the drop-down list:

          1. Before. The action will be executed in the specified time interval before deadline disruption. It is set by default.

          2. After. The action will be executed after the specified time interval after deadline disruption.

        1. Specify the time interval. The default value is 0.

        2. Select measurement units in the drop-down list. The list contains the values: Minute, Hour, Day, Week, Month. The Minute value is set by default.

      • To. Enter one or several main recipient addresses separated by the ; character. The box is mandatory.

      • Copy. Enter address of one or several recipients separated by the ; character.

      • BCC. Enter address of one or several recipients separated by the ; character. Address will be hidden from other message recipients.

      • Subject. Enter message subject.

      • Object Link. Add a link to the step object in the drop-down list: algorithm, regular report, data entry form. Multiple selection is available.

When an object is selected, the web application URL is inserted in the Subject box as follows: http://app_name/#/app/obj?key=<obj_key>&mode=view&repo=<repo_id>», where app_name - name of opened web application, repo_id - identifier of the current repository, obj_key - key of the selected object.

      • Message. Enter message text.

      • Attached File. Attach files to the message. Each attached file is displayed below the edit box. To remove the file, click the Remove button to the right of the attached file name.

NOTE. The number of added actions is unlimited.

To change the order of executed actions, use the Move Up and Move Down buttons on the toolbar on the Events tab; to delete, use the Delete button.

The list of automatically executed actions can be empty.

To create a list of executed operations:

  1. Select the tab with the configured event on the Events wizard page. The following events are available:

    • Before Execution. The list of actions will be started before executing the current step in the specified order.

    • After Execution. The list of actions will be started after executing the current step in the specified order.

    • On Rejection. The list of actions will be started on the current step rejection. The list is available for steps with manual execution. If the step is executed automatically, the tab is not displayed.

    • On Deadline Disruption. The list of actions will be started on deadline disruption to execute the current step in the specified order. To execute the actions:

      • When the server execution of processes is selected, select the Check Deadline Disruption of Steps checkbox on the Scheduler page and set check frequency.

      • When the client execution of processes is selected, select the Check Deadline Disruption item on the Administration page.

  1. Click the Add button on the toolbar and select the added action:

    • Execute Fore Method. Determine:

      • Unit. In the drop-down list select a unit written in the Fore language, the list contains all repository units and folders containing units. Search by unit name is available.

To edit the selected unit, click the Edit button.

To create a unit, click the Add button.

      • Method. Select method in the drop-down list. The list contains all unit methods corresponding to the signature:

Sub <Fore-method name>(Sender: IBProcessInstance; Args: IBProcessStepStateEventArgs);

Parameter:

Sender. Process instance.

Args. Event information: step, step old state, new state.

To refresh the methods list, click the Refresh List button.

To copy method signature, click the Copy Signature button.

    • Send Email.  Set message parameters:

      • To. Enter one or several main recipient addresses separated by the ; character. The box is mandatory.

      • Copy. Enter address of one or several recipients separated by the ; character.

      • BCC. Enter address of one or several recipients separated by the ; character. Address will be hidden from other message recipients.

      • Subject. Enter message subject.

      • Contents. Enter message contents using the option of variables values substitution with step parameters, links to step objects to view in the web application, file attachments.

NOTE. The number of added actions is unlimited.

To change the order of executed actions, use the Move Up and Move Down buttons on the toolbar of the Events wizard; to delete, click the Delete button.

The list of automatically executed actions can be empty.

To determine parameters on the Events page, click the Finish button.

After creating the process steps, set up steps execution conditions.

See also:

Creating Stage Steps