https://dataself.atlassian.net/wiki/spaces/E2/pages/1968541685

Installation Checklist

Connecting to CSV and Text Files

Currently, these must be comma delimited text files, with the first row with Column headers.

  • If you haven’t installed ETL+ yet: ETL+ Deployment Instructions.

  • Login to ETL+ (help here).

  • Adding a new text file: On ETL page’s left panel, click Add Source -> Text (*.txt, *.csv).

  • Maintaining a text source: On ETL page’s left panel, right-click the text source → Properties.

  • On the Text File page:

    • The Alias box will be automatically populated, but you can customize it.

    • File Path: Enter a local text file or use Browse to find it, or type in its internet URL address.

    • Supported Excel formats: TXT, CSV.

    • Click Connect.

  • You’ll get back to the ETL page and see tables under the selected text source on the left panel.

Mapping and Loading Tables

  • To view tables available from a text source on the left panel, right-click the text source → Refresh.

  • To map a text table to the data warehouse, double-click its name on the left panel, or right-click on it → Add Table.

    • You’ll now see the table added/mapped to the center panel.

  • To preview its data, right-click the table on the center panel → Preview.

  • To load its data to the data warehouse, right-click the table on the center panel → Load Now.

  • Click the Log icon (top right) to view data load results. Log page help here.

Schedule the Data Load

  • On the ETL main page, click Refresh Batch (top right icon on the center panel).

  • Select a Refresh Batch or create a new one to load your text data on a schedule (help here) → on the right panel, be sure the text tables to load have their boxes checked and in the desired load order.

  • To load them now, click the Refresh Batch Now (play icon) on the left panel for the desired Refresh Batch.

  • To schedule the data load:

    • Click WTS Settings -> enter the WTS parameters → Apply.

    • This step might require you to run ETL+ app as “Run as administrator” in Windows.

  • Click Close -> Close.

Testing

After ETL+ has loaded your text files, this is to check if the data extraction process finished successfully and row count per extracted table matches with your text tables.

Steps

  • Login to ETL+ (help here).

  • On the ETL main page, click the top-right Log icon. Log page help here.

  • Scroll down on the log page and double-check that no table load failed, and the row count matches with the text tables. Following is an example highlighting two tables and their loaded row count.