Metadata Wizard

How to:

The Metadata Wizard provides a step-by-step process for creating a cluster synonym and running a report. The wizard enables you to:

The Metadata Wizard displays these steps in the navigation pane. The check boxes show you which step you are on.

When you complete a task, the wizard automatically moves to the next step.


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Procedure: How to Access the Metadata Wizard

To use the Metadata Wizard, you must switch into Metadata Wizard mode.

From the My Console menu, select Switch to Metadata Wizard Mode.

The wizard opens the Create New Application pane.


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Procedure: How to Use the Metadata Wizard to Create a New Application
  1. Access the Metadata Wizard from the My Console menu by selecting Switch to Metadata Wizard Mode.

    The wizard opens the Create New Application pane.

  2. Select a type from the Application Type drop-down menu. The options are:
    • Directory under APPROOT
    • Application Mapping
  3. Enter a name in the Application Name field. Optionally, you can enter a description in the Description field.
  4. Select a position from the Position in APPPATH drop-down menu. The options are:
    • Last
    • First
  5. Select a profile from the Profile drop-down menu.
  6. Click Next.

The application directory is added and the wizard moves to the Connection step.


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Procedure: How to Use the Metadata Wizard to Configure an Adapter, Create a New Connection, or Change a Connection

After completing the Application step, the wizard moves to the Connection step.

The Configure connection pane opens.

  1. From the Action drop-down menu, select one of the following options:
    • Configure New Adapter
    • Add Connection
    • Change Connect Parameters

  2. Click Next.
  3. If you selected Configure New Adapter, the Configure Adapter pane opens. Select the radio button for the adapter and click Next.

    Note: You can click the Adapter, Release/Dialect, or Adapter Category column to sort the available adapters.

    The Add Adapter to Configuration pane opens. Enter the parameters for the specific adapter and click Configure. For information on the parameters, see the Adapter Administration for UNIX, Windows, OpenVMS, IBM i, and z/OS manual.

  4. If you selected Add Connection, the Add Connections pane opens. Select an available adapter from the Adapter drop-down menu and click Next.

    The Add Connection pane opens. Enter the parameters for the specific adapter and click Configure. For information on the parameters, see the Adapter Administration for UNIX, Windows, OpenVMS, IBM i, and z/OS manual.

  5. If you selected Change Connect Parameters, the Edit Connections pane opens. Select the radio button for the connection and click Next.

    Note: You can click the Adapter, Connection, Connection string, or Profile column to sort the available connections.

    The Change Connect Parameters pane opens. Change the parameters for the specific connection and click Configure.

  6. Click Next to move to the Synonym step.

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Procedure: How to Use the Metadata Wizard to Create a Synonym

After completing the Connection step, the wizard moves to the Synonym step.

The Select connection to create synonym pane opens.

  1. Select the radio button for the adapter and click Next.

    Note: You can click the Adapter, Connection, Connection string, or Profile column to sort the available adapters.

    The Select Synonym Candidates or Select Metadata pane opens. Select or enter the parameters for each screen and click Next. For information on the parameters, see the Adapter Administration for UNIX, Windows, OpenVMS, IBM i, and z/OS manual.

  2. Click Create Synonym.

The synonym is created in the application directory and the wizard moves to the Cluster Synonym step.


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Procedure: How to Use the Metadata Wizard to Create a Cluster Synonym and Generate a Report

After completing the Synonym step, the wizard moves to the Cluster Synonym step.

The Select Fact Table pane opens.

  1. Select the radio button for a synonym to use as the fact table and click Next.

    Note: You can click the Name, Description, or Adapter column to sort the available synonyms.

    The Select Synonyms to be added for the Star Schema pane opens.

  2. Select the check box(es) for one or more dimensions. Select a radio button for the Time dimension. Click Next.

    The Time Processing for pane opens.

  3. Select an option from the Processing of Time drop-down menu and click Next. The choices are:
    • Choose individual Fields
    • Decompose one field into components

    The Individual Time field components from a table pane opens.

  4. Move time field components to the right column using the right arrow (>>) button and left arrow (<<) button and click Next.

    The Set Caption for Dimension pane opens.

  5. Select a caption for the dimension and click Next.

  6. When the Cluster Wizard completed pane opens, click Next.

  7. When the Save Synonym pane opens, click Save.

    The Select Measures pane opens.

  8. Select measures to use in the report and click Next.

    The Select Report Rows pane opens.

  9. Select rows for the report and click Next.

    The Select Report Columns pane opens.

  10. Select columns for the report and click Next.

  11. When the Reporting Wizard complete pane opens, click Run.

    The report is displayed.


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