Creating the ETL Task Step

To create an ETL execution step:

Open the wizard

To set up the ETL Task step:

  1. 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:

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 there is no required group of users in the list, click the Open Security Manager button. The dialog box of security manager of Foresight Analytics Platform opens, which enables the user to create the required group of users.

  • 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.

  1. Determine a link between ETL task and process parameters to execute 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:

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.

  1. 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:

      • 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:

      • To. Enter address of one or several main recipients 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. The 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 the object is selected, the Message box displays web application URL: http://app_name/#/app/obj?key=<obj_key>&mode=view&repo=<repo_id>, where app_name is name of opened web application, repo_id is identifier of the current repository, obj_key is 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 reorder executed operations, use the Move Up and Move Down buttons on the toolbar on the Events tab. To delete operations, 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. In the drop-down list select a method. 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 address of one or several main recipients 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. The 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 reorder operations, use the Move Up and Move Down buttons on the toolbar in the Events wizard. To delete operations, use 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