Setting User Preferences

How to:

Reference:

User preferences allow you to set up your DMC environment. These settings are available on the Home tab, in the Tools group, by selecting Options.

The Options dialog box opens with General settings in the right pane.


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Procedure: How to Set User Preferences
  1. On the Home tab, in the Tools group, click Options.

    The Options window opens and the General settings page appears in the right pane.

    You can set preferences for the following:

  2. Select the check boxes for the settings that you want to apply.
  3. Click OK.

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Reference: User Preferences - General

General user preferences include using background images, automatically switching and synchronizing trees, determining the location of messages, and controlling scrolling speed.

The General Settings window is available on the Home tab, in the Tools group, by clicking Options.

General Options

The General settings window has two sections, General and Others.

The General section has the following fields and options:

Use background images

Set a blue background image for the workspace.

Automatically switch filters

Switches filters automatically depending on what flow view is open. Clicking the data flow tab will switch on the Synonyms filter, while clicking the Process Flow tab will switch on the Procedures filter.

Start LOOPBACK server on startup

This option is enabled if you start the DMC from a Windows server installation. The local LOOPBACK server will start automatically, if it isn't running, when you start the DMC. When you close the DMC, the LOOPBACK server is stopped. This option is not enabled if you start the DMC from a client installation.

Show tabbed view selector at top of each frame

Moves workspace tabs, like Data Flow, Process Flow, and Text View, to the top. If this option is not checked, by default, they appear at the bottom of the frame.

Auto Save for existing files (in minutes)

When selected, select the number of elapsed minutes before automatically saving any open files. By default this feature is not enabled.

The Others section has the following options:

Scrolling speed

Determines the speed at which a flow scrolls when you drag an object outside the viewable window. It can be set in relative units of 1 to 10. The default is 1.

Recently used file list

Select the number of files to display in the recently use file list from 0 to 16. The default is 4.

Enable Developer Studio Integration

Enables use of the Synonym Editor in Developer Studio.

Display WebFOCUS Environments (Requires restarting the DMC)

If not selected, the WebFOCUS Environments option is disabled and does not appear in the navigation pane.

Include images when exporting data to Excel

Enables data to be exported with images included.

Clear User Preferences (Requires restarting the DMC)

Clears all user set preferences and returns them to default values.

New Tree Control Look (Requires restarting the DMC)

Uses Windows 7 style chevrons to indicate a folder can be expanded.

Save Gui State

Used for diagnostics, saves the current state. This file is only needed if requested by customer support.

Ribbon - (Requires restarting the DMC)

Select this option to enable the Ribbon. Deselect it to use the classic toolbar.


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Reference: User Preferences - Format

Format user preferences include settings colors and fonts for the Data Console interface.

The Format settings window is available on the Home tab, in the Tools group, by clicking Options.

Format Options

The Fonts section has the following fields and options:

Category list box

Allows you to set the font for text in the process flow workspace, reports, text views, and log views.

Font

Launches a dialog box for changing font settings.

Reset fonts to defaults

Restores the default fonts.


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Reference: User Preferences - Column Management

Column Management user preferences enable you to select which columns to display on the grids for transformations, column selection, joins, sorts, sources, and targets. You can also set the column display order. The settings apply to all column-related dialog boxes.

The Column Management settings window is available on the Home tab, in the Tools group, by clicking Options.

Column Management Options

The Column Management settings window has the following fields and options:

Customize column display

Lists columns that can be added to the grid using the check boxes.

Column Name Display Strategy

Controls the information that appears in trees and grids.The available options are Name, Title, or Description. If no Title or Description exists the display will default to the Name.

The default settings are shown. Not all columns are on every grid. The following columns can be added:

Expression

Is the expression for the column.

Type

Is the type of object in an application directory.

Length

Is the column length.

Scale

Is the maximum number of digits to the right of the decimal.

Alias

Assigns an alternative name for a column, or the real column name for a DBMS synonym.

Title

Supplies a title to replace the column name that is normally used in reports.

SCD Type

Is used for processing slowly changing dimensions.

Field Type

Indicates that a field is an index (I) and/or is read-only.

Table

Is the synonym that contains the column.

Format

Is the type and length of a column data as stored.

Description

Is a description or comments about the column.

Nulls

Indicates whether the column can contain null data.

Note: You can change the display order of the columns by moving them up or down using the arrows. You can also change the Column Name Display Strategy to control what appears in trees and grids.


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Reference: User Preferences - Traces

The Traces settings window is available on the Home tab, in the Tools group, by clicking Options.

Traces Options

The Traces settings window has the following options:

Enable

This setting enables you to perform tracing of the application to debug problems. You can choose the components activated in the trace files tscom3.trc and connection.trc. These trace files reflect the operations between the client and the server. You can view these trace files from the DMC.

Output To

Allows you to select where you will view the results of the trace. Options are Trace File or Console Log.

View File

Click this button to view the trace file.

Choose the trace components to activate

Allows you to specify which components will be traced.


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Reference: User Preferences - Data Flow Designer

Data Flow Designer user preferences include using application directories, automatically selecting and mapping all columns, adding join objects and conditions, and performing validation.

The Options window is available on the Home tab, in the Tools group, by clicking Options.

Data Flow Designer Options

The Data Flow Designer settings page has two sections, On Add Source and On Add Target.

Use application directory name with flow components

Includes the application directory name for objects in data flows.

Undo/Redo Limit

Specifies the maximum number of undo operations allowed in the Data Flow Designer.

The On Add Source section has the following fields and options:

Automatically select all columns

Selects all columns in a source.

Add Join Object if needed

When two sources are dragged onto the workspace, connects sources to each other and to the SQL Object using join objects.This is the default.

Automatically add join conditions

Creates an inner join if two data sources have a column with a primary/foreign key relationship or with the same name and format and that column is a key column in one of the sources. This is the default. This option also creates source/lookup column joins when using the DB_LOOKUP function.

Show adapter type

This option appears for Source and Target. When selected, the adapter type (for example, Flat File or MS SQL Server) appears under the synonym name.

Note: On Add Source settings affect new sources that are added to a flow.

The On Add Target section has the following fields and options:

Automatically map all columns

Automatically maps all source columns to target columns of the same name.

Show adapter type

This option appears for Source and Target. When selected, the adapter type (for example, Flat File or MS SQL Server) appears under the synonym name.

Data Flow Line Colors

A drop-down menu of available colors for Data Flow lines.

Reset colors

Restores the default colors.


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Reference: User Preferences - Target Defaults

Target Defaults user preferences allow you to set default Prior to Load Values for each category of targets. You can also set commit levels for targets. All targets in the current and subsequent flows will use the commit level default set here.

The Options window is available on the Home tab, in the Tools group, by clicking Options.

Target Defaults Options

The Target Defaults settings page has the following options:

Prior to Load Values:

Relational
No changes

Does not delete the records already in a data target.

Delete all rows from table

Deletes all rows and creates a database log.

Truncate table

Deletes all rows from the table but does not generate a database log. This is a faster option than Delete all rows from table because no database log is generated. If the target database does not support truncate, a delete is performed.

Focus
No changes

Does not delete the data target.

Drop Table

Deletes and recreates the data target.

Flat File
No changes

Does not delete the data target.

Delete File

Deletes and recreates the data target.

Flow Level:

Commit every row(s)

Specifies the number of rows to process before issuing a commit to a relational database target or a CHECK to a FOCUS target.

A value of zero (0) means that a COMMIT is only issued when the flow completes.

Note: This setting will be applied to all targets in a flow.

When several flows are loading multiple tables, it may be desirable to not issue a commit until all the flows have completed successfully. In this case, a special value of NONE can be used to mean that DataMigrator should not issue any COMMIT commands. This means that it is the responsibility of the user to issue a COMMIT (or ROLLBACK) when appropriate. This can be done by creating a Process Flow that runs any required Data Flows and checks the return code for each Data Flow.When all flows have completed successfully, the Process Flow should then call a stored procedure that issues the COMMIT command, or if any Data Flow has failed, a ROLLBACK command.

This option should be used with caution. If no COMMIT or ROLLBACK is issued, the target tables could be locked.


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Reference: User Preferences - Process Flow Designer

Process Flow Designer user preferences include using application directories.

The Options window is available on the Home tab, in the Tools group, by clicking Options.

Process Flow Designer Options

The Process Flow Designer settings page has the following options:

Use application directory name with flow components

Includes the application directory name for objects in process flows.

Add flows to run as stored procedures

When flows are added to a process flow, the Run as stored procedure check box is automatically selected.

Process Flow Line Colors list box

Allows you to set colors for connector lines in process flows.

OK Default Condition. Changes the color of the OK connector in process flows.

Failed Default. Changes the color of the Failed connector in process flows.

Unconditional. Changes the color of connectors in data flows and unconditional connectors in process flows.

Custom Line Color. Changes the color of the custom connector in process flows.

Reset colors

Restores the default colors.


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Reference: User Preferences - Synonym Editor

Synonym Editor user preferences include using the application name with the synonym, supporting the extended option, and showing parent segments in the Join Editor.

The Options window is available on the Home tab, in the Tools group, by clicking Options.

Synonym Editor Options

The Synonym Editor settings page has the following fields and options:

Use application directory name with synonym

If selected, an application directory name will be used when selecting a synonym name for both referencing to an existing synonym, and a transformation with db_lookup.

Undo/Redo Limit

Specifies the maximum number of undo operations allowed in the Synonym Editor.

Support extended options

If selected, the Sort and Styles buttons appear on the Synonym Editor toolbar and the Insert menus.

Automatically detect new segment relations

When you create a new synonym in the modeling view of the Synonym Editor with the Automatically detect new segment relations option selected and select or drag these three tables into the work area (modeling view), the relationships (joins) will automatically be created for you based on the foreign key information in the access file.

Automatically arrange segments/folders in Modeling View

If you select or drag multiple or individual tables while in Modeling View, they will be automatically arranged for you.

Show parent segments in Join Editor

If selected, controls whether or not columns in parent segments are displayed in the Join Editor for a cluster join or a synonym that references, or includes, other synonyms.

Default Join Type

Allows you to select the default Join type. Options are Join All or Join Unique.

Modeling View Line Colors list box

Allows you to set colors for connector lines in the modeling view.

Default. Changes the color lines in the modeling view.

Highlighted. Changes the color of the highlighted lines in the modeling view.

No keys. Changes the color of lines with no keys in the modeling view.

Reset colors

Restores the default colors.


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Reference: User Preferences - Run Options

Run Options user preferences include determining the number of rows to retrieves when sampling data and keeping your server connection alive.

The Options window is available on the Home tab, in the Tools group, by clicking Options.

Run Options

The Run Options settings page has the following fields and options:

Maximum number of rows for test reports

Sets the number of rows retrieved to produce sample data when testing transformations or SQL. The default is 50.

Maximum number of columns for test reports

Sets the number of columns retrieved to produce sample data when testing transformations or SQL. The default is to retrieve all columns (with a highest value setting of 999999).

Test reports default format

Sets the format of reports for retrieving sample data when testing transformations, or SQL. The default is Default. There are seven report formats available:

  • Default. Formats numeric and date columns based on edit options in the synonym.
  • HTML. Produces the report in HTML format.
  • HTML - Plain Text. Produces the report in plain text format.
  • active report. Produces an HTML active report designed for offline analysis.
  • Excel. Produces the report in Excel format.
  • PDF. Produces the report in PDF format.
  • Unformatted. Does not apply formatting to numeric and date columns.

Stop processing if 0 rows selected

Allows you to stop processing if no data is returned. This setting is the default for new flows. You can override this option for an individual flow by resetting that flow execution properties.

Stop after DBMS errors

Allows you to stop processing the number of DBMS errors received if the number of errors specified is exceeded. This setting is the default for new flows. You can override this option for an individual flow by resetting that flow execution properties.


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