DataSelf Analytics - 50,000 Foot Overview

DataSelf Analytics Components

Object

Object Details

Location

Function

Permissions

References

Object

Object Details

Location

Function

Permissions

References

Data Sources

The client’s data source(s) such as their ERP, CRM and payroll. Data held in SQL or other data repositories.
Multiple sources may be combined within one ETL+ entity.

On Premises, or private cloud, or cloud (e.g.: Acumatica, NetSuite, Sage Intacct, Salesforce).

DataSelf ETL+ can import from a hundreds of data sources using the built-in drivers below (and more coming!):

Various

https://dataself.atlassian.net/wiki/spaces/DS/pages/1570963898

https://dataself.atlassian.net/wiki/spaces/DS/pages/1993670657

https://dataself.atlassian.net/wiki/spaces/DS/pages/1818853383

 

 

 

ETL+

DataSelf's proprietary Extract, Transform, Load program.

Potentially multiple installations, on prem and cloud, as a thin client

Extract, Transform, Load data into Data Warehouse

Named-user ETL+ license


ETL+ Agent

Runs as a thin-client service to run scheduled tasks and/or instructions from the cloud metadata

Potentially multiple installations. Installed as needed with the ETL+ engine

Triggers a local ETL+ Job per metadata instructions. Can also be run locally on demand via command line.

 

 

Data Warehouse

A MS SQL data warehouse

Can be in a DataSelf cloud SQL instance, or on-premises, private cloud, server or serverless.

Back-end consolidation of data silos. Can be maintained by an ETL+ entity and other MS SQL compatible tools

Named-user SQL user for SSMS access (optional); a user is maintained in the ETL+ metadata

MS SQL instance URL and database name shown on ETL+ Extract, Transform and Load (ETL) Page

Reporting
and
Analytics

Tableau, PBI, Excel, Crystal, SSRS, Domo, Qlik Sense, etc

Anywhere

Front-end reporting to users

Importing data from the SQL Data Warehouse requires a static IP internet connection and named-user reading rights to the SQL data warehouse.

 

 

 

ETL+ Components

Object

Description

Function

Permissions

Client to Provide

References

Object

Description

Function

Permissions

Client to Provide

References

Extract, Transform and Load (ETL) page

ETL+ main page upon login

Displays and allows creation and editing of an entity’s (cloud) metadata from any ETL+ installation

ETL+ licensed user
(Other rights are encrypted within the ETL+ metadata)

 

Settings page

Gear icon in upper right corner of most pages

Client info, Data Warehouse options, and other parameter settings

Administrator user required to create new entities, and manager user and Data Warehouse settings

  • Fiscal Year details

  • GL Financials preferences

Data Sources

Listed on Source Objects
(Left panel in main ETL+ page)

Provides connection configurations for importing from outside source systems (data sources or source types) and to reimport from the DataSelf Data Warehouse.

Once entered by client, source data passwords are encrypted within the ETL+ metadata

  • Data access details and permissions

  • any additional software that is required by the source

  • a person to enter source user/password information

Extract SQL Statement

Right panel in main ETL+ page

SQL statement (or other data format) to be sent to Source Container for the initial data extraction

 

 

Load

Pane at the bottom of the right (Extract SQL Statement) panel

Options for various partial load types

 

Alert tech’s if a source table’s standard Primary Key has been customized

Target Objects

Center panel of main ETL+ page

Add and maintain the tables that will load into the Data Warehouse

 

 

Design page

Design page
Open from Target Object’s menu

  • transform field types

  • add new calculated fields

  • Set internal keys

 

 

Jobs

Job page.
Open from Target Objects panel.

  • Automates scripts that load tables and trigger various outside tasks

  • maintains auto-scheduling tasks

  • Can be run manually from within ETL+ or scheduled via Agent or other scheduler

  • Manually trigger remote actions via Agent

 

Entity

Usually associated to an entity of an organization. For instance, a company’s domain (xyzcorp), or a data source (xyzcorp_erp), or a department (xyzcorp_sales).

It includes the ETL+ metadata such as the access to data sources, target data warehouse, which tables are extracted and more.

ETL+ users have named user licenses to open and maintain one or more specific entities.

 


Each ETL+ page lists its currently open Entity in the lower left corner.