Data Source Details (2.9)
This page provides details for each type of data source for InterSystems TotalView™ For Asset Management.
Bloomberg
A Bloomberg data source retrieves data from BloombergOpens in a new tab.
For a Bloomberg source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. Select the saved credential that authorizes use of this data source.
Required. Specify the expiration date of this data source.
Commcise
A Commcise data source retrieves Commcise dataOpens in a new tab.
For a Commcise source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. Select the saved credential that authorizes use of this data source.
Required. Email address that represents the Commcise user ID.
Required. Authorization server to use when connecting to Commcise.
Required. Commcise API server to use.
ExcelSingleFileDir
An ExcelSingleFileDir source is a source that provides data via Microsoft Excel files, periodically written to a specific directory within the file system accessible by InterSystems TotalView For Asset Management. Apart from the format of the file, this data source is the same as FileDir.
FileDir
A FileDir source is a source that provides data via files, periodically written to a specific directory within the file system. The file should contain data separated by delimiters; a common example is a comma-separated value (CSV) file. Another common delimiter is the tab.
For a FileDir source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. The directory in which these files will be found, relative to the system base path. Because this is a relative path, it should not start with / or \ (but any leading path separator is automatically removed).
To avoid confusion, this directory should not be used by any other data source.
When you create a FileDir source, the system automatically creates the directory named by Interface Path Location, as well as the subdirectories Samples, Source, Work, and Archive. Using the File Manager explains the purpose of these directories.
JDBC
A JDBC data source provides access to a database via a JDBC connection.
For a JDBC data source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. The credential that defines the username and password to access the database. Select the applicable credential from the dropdown list.
Required. Enter the JDBC connection string needed to access the database.
Required. Select the database vendor and version.
If you select this check box, it will be possible to project tables from the selected database as foreign tables within InterSystems TotalView For Asset Management. This is useful when it is not feasible or reasonable to load data directly into InterSystems TotalView For Asset Management. For example, a table may be extremely large and might not be queried frequently. A foreign table is read-only but can otherwise be accessed in the same way as local tables.
If you select this check box, also specify JDBC Foreign Table Local Schema, which is the default name of the schema to contain any foreign tables from this data source.
S3Delimited
An S3Delimited data source provides access to an S3 bucket that contains delimited files.
For an S3Delimited data source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. The credential that defines the username and password to access the given S3 bucket. Select the applicable credential from the dropdown list.
Required. The name of the S3 bucket to access.
The session token to use when accessing the S3 bucket.
Location of the folder from which to load files. You can optionally include %RUNDATE in the path for the ISO date to be injected at the time the files are loaded. The root folder is used if one is not provided.
Location of the folder from which to import file schemas. You can optionally include %RUNDATE in the path for the ISO date to be injected at the time the files are listed. The root folder is used if one is not provided.
Location of the folder to archive previously loaded files. You can optionally include %RUNDATE in the path for the ISO date to be injected at the time of the archiving. The root folder is used if one is not provided.
Location of the folder to write files to, in the case when a recipe promotes data to a file on the given S3 bucket.
Salesforce
A Salesforce data source provides access to a Salesforce instance via the Salesforce API.
For a Salesforce data source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. The credential that defines the username and password to authenticate the Salesforce API. Select the applicable credential from the dropdown list.
Required. Select the appropriate SDS Datasource (DS) Credentials record for the ClientId and Client Secret.
Required. Specify the server used for authentication (which does not have to be the same server on which Salesforce is running).
Required. Specify the end point in the Salesforce API to use in requesting access.
Required. Specify the server on which the Salesforce API is running.
Required. Specify the end point in the Salesforce API to use in requesting resources.
Specify the web server port to use, if that is not the standard port number.
SftpDelimited
An SftpDelimited data source provides access to an SFTP server that contains delimited files.
For an SftpDelimited data source, specify the following details:
Required. The unique name of this data source. This is the name that users see when they browse the Data Catalog.
Required. The credential that defines the username and password to access the given SFTP server. Select the applicable credential from the dropdown list.
Location of the certificate file to use when authenticating with the given SFTP server.
Required. The host name of the SFTP server.
Required. The port to use on the SFTP server.
Location of the folder from which to load files. You can optionally include %RUNDATE in the path for the ISO date to be injected at the time the files are loaded. The root folder is used if one is not provided.
Location of the folder from which to import file schemas. You can optionally include %RUNDATE in the path for the ISO date to be injected at the time the files are listed. The root folder is used if one is not provided.
Location of the folder to archive previously loaded files. You can optionally include %RUNDATE in the path for the ISO date to be injected at the time of the archiving. The root folder is used if one is not provided.
Location of the folder to write files to, in the case when a recipe promotes data to a file on this server.
