This section will refer to the Reference Data Management dashboard found on the Desktop and all relevant materials and functions associated with the dashboard. The Reference Data Management dashboard will allow you to do the following:
Query the results from a table based on the Reference Data Management profiles in the system
Filter certain results by using expressions in your query
Insert new rows in your table
Edit existing fields in your query results (For unsupported data types, please refer to <TODO>)
Import existing data from a CSV file
Export the entire table or queried result into a CSV file
You can access the dashboard from the Manage View. Go to Manage → Data Management and then select Reference Data Management.
Temporary files are created on the Platform host when the user executes queries via Reference Data Management. These temporary files, stored in $MZ_HOME/tmp/rowset, are removed automatically when the user session expires. Users sessions expire automatically after six (6) hours.
For Oracle Database Users!
For Oracle database, the CLOB datatype is not supported by the Reference Data Management. You will be unable to view the contents of a CLOB datatype.
When you click on the Reference Data Management button a page will appear that looks like this.
Click on Get Started to begin querying. You can refer to the Steps to query a result for more information.
Furthermore, you can use these links to navigate to the information you need when working with the dashboard:
Menu Bar
A menu bar is available at the top of the Web UI. This bar allows you to select from the tabs, the operations that you will want to use Reference Data Management, such as Query, Edit and Export/Import. There is also a logout button to log you out of the web UI.
Status Bar
A status bar is available after the menu bar. This bar indicates the selected Reference Data profile, selected table, and status of ongoing processes.
The processes that are responsible for performing the various database operations can be time consuming. However, these are performed in the background and do not interfere with the Web UI.
The following controls are available in the status bar:
Item | Description |
|---|---|
Refresh State Interval | Use this field to set the status line refresh interval in seconds. |
Refresh State | Click on this button to refresh the status line. |
Stop | Click on this button to stop the active process. |
Edit Tab
In the Edit tab you can:
Edit, delete, and insert rows
Filter table data
Select columns to display
Change sorting order
Web UI - Edit tab
Item | Description |
|---|---|
Select All | This button selects all the displayed rows. |
Clear All | This button clears the selection of all rows. |
Toggle Filtering | This button opens a text box above each column label. You can use this text box for filtering rows. |
Show Only Modified/Show All | This button toggles filtering of unedited rows. |
Export/Import | This button opens the Export/Import tab. |
Columns | This button opens a dialog where you can select columns to display. |
Pagination Control | The pagination control is displayed if there is more than one page for the data set. You can use this control to navigate between pages. |
Previous Data Set | This button is displayed if there any previous data sets. |
Next Data Set | This button is displayed if there any consecutive data sets. |
Insert | This button opens a dialog where you can insert rows. |
Update | This button opens a dialog where you can edit selected rows. |
Delete | This button opens a dialog where you can delete selected rows. |
Cancel Selected | This button cancels changes on the selected rows. |
Cancel All | This button cancels all changes. |
Review | This button opens a page where you can display all your edits and commit the changes to the database. |
Export/Import Tab
In the Export/Import tab you can bulk load data to and from the database.
Item | Description |
|---|---|
Export | This button start starts an export. |
Separator Character | This field specifies the character that will be used for separating values in the export. |
Export All Rows | When this radio button is selected, all rows in the table will be exported. |
Export Retrieved Rows | When this radio button is selected, the rows in the last query will be exported. |
CSV Format | This radio button is always selected as data must be exported in CSV format. |
Column Selector | This button open the Choose Columns dialog. Use this dialog to select the columns that should exported. |
To export a table:
Enter Separator Character.
Select Export All Rows.
Click Export. The data is exported to the file
<schema name>.<table name>.csv.
Item | Description |
|---|---|
Upload File | This button opens a file selection dialog. You can only select one file at a time but it is possible to upload multiple files for import. Each added file is listed below the button. |
Import | This button starts the import of the selected file. |
Abort | This button aborts the import of the selected file. |
Remove | This button removes the selected file. |
Text Qualifier Character | This field specifies the character that should be interpreted as the indicator to the text content for a particular field. The character for text qualifier is configurable between single quotes or double quotes. The default text qualifier are double quotes |
Separator Character | This field specifies the character that should be interpreted as separator between values in the imported file. The default separator is a comma. |
Ignore Error during Import | When this check box is selected, errors during import are logged but does not interrupt the process. |
Append | When selected, all rows to be imported into the table will be appended into the table as new rows. |
Truncate | When selected, all rows in the existing table will be truncated and the rows will be imported into an empty table. |
To import a table:
Click Upload file and select a CSV file. The contents of the file must be consistent with the columns and constraints of the selected table. You can repeat this step to import multiple files.
Enter Separator Character that is consistent with the selected files.
If a partial import is acceptable select the check box Continue On Error.
Click the Import button for each file that you want to import.
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