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Description of the Sub-Menu SQL Management - Metis Documentation

Description of the Sub-Menu SQL Management

From Metis Documentation

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(Previewing an SQL Connection or Access)
 
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As Metis Smart Suite Database can be located either locally or remotely form the application and especially that Metis Smart is able to connect different database from one installation, the application requires all connections to be configured within Metis Smart Suite. The SQL Management sub-menu enables the administrator to define both SQL Connections and Accesses. SQL Access are settings using a combination of Connections to simplify the slection of appropriate Connections when defining a Functionality Profile. Split between two tabs, the user can add, delete, edit, preview connections and accesses in this menu, as well as transfer data from one connection to another and maintaining the various databases.
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As Metis Smart Suite Databases can be located either locally or remotely from the application and especially that Metis Smart is able to connect different databases from one installation, the application requires all connections to be configured within Metis Smart Suite. The SQL Management sub-menu enables the administrator to define both SQL Connections and Accesses. SQL Access are settings using a combination of Connections to simplify the selection of appropriate Connections when defining a [[Description_of_the_Sub-Menu_Functionalities|functionality profile]]. Split over two tabs, the user can add, delete, edit, preview connections and accesses in this sub-menu, as well as transfer data from one connection to another and prepare databases for maintenance.
{{Note
{{Note
| If the database is located on a different server, this server must be added to the Server Objects\Linked Servers of the SQL server. The Administrator must be sure that correct SQL access rights are defined and that the distributed transaction service (MSDTC) is active and correctly configured on the destination server.  
| If the database is located on a different server, this server must be added to the Server Objects\Linked Servers of the SQL server. The Administrator must be sure that correct SQL access rights are defined and that the distributed transaction service (MSDTC) is active and correctly configured on the destination server.  
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This destination server must allow network transaction. For any questions regarding this, the SQL Administrator must be contacted.
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This destination server must allow network transactions. For any questions regarding SQL Administration. The organization should be contacted!
}}
}}
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* '''Red X''' or '''Green Check-mark''' : A red X means that the connection is not available and is currently under maintenance or not reachable. The green check-mark means that everything is ok with the SQL connection.
* '''Red X''' or '''Green Check-mark''' : A red X means that the connection is not available and is currently under maintenance or not reachable. The green check-mark means that everything is ok with the SQL connection.
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* '''Connection Name''' : the name of the connection
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* '''Connection Name''' : name of the connection
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* '''Server''' : the name of the server
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* '''Server''' : name of the server
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* '''Database''' : the name of the database
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* '''Database''' : name of the database
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* '''User''' : the name of the user used to access the Database
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* '''User''' : name of the user used to access the Database
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===Adding an SQL Connections===
===Adding an SQL Connections===
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On the SQL Connections tab, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the user to create a new SQL connection. Clicking on it opens the '''SQL Connection''' window. The window is split into two sections, the first being the properties of the new SQL connection.
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In the '''SQL Connections''' sub-menu, on the SQL Connections tab, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new SQL Connection. When it is clicked, the '''SQL Connection''' creation window opens, it allows to define all related information.
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The second section is a list of all other SQL connections organized into two columns:
The second section is a list of all other SQL connections organized into two columns:
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* '''Authorized''' : The checkbox can be ticked to authorized data transfers to the selected selected database. Multiple checkboxes can be ticked.
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* '''Authorized''' : The check-box can be ticked to authorized data transfers to the selected selected database. Multiple check-boxes can be ticked.
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* '''Transfer to''' : The connection to which data transfer can be established. Ticking the checkbox of any of the listed SQL Connections will allow data transfer from the newly created connection to the ticked connections.
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* '''Transfer to''' : The connection to which data transfer can be established. Ticking the check-box of any of the listed SQL Connections will allow data transfer from the newly created connection to the ticked connections.
{{Note
{{Note
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| Ticking the checkbox of an SQL connection in the second section ONLY allows data transfer from the newly created connection to the ticked connection, not both ways. The user must edit both of the connections and tick the corresponding checkboxes for mutual data transfer.
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| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
}}
}}
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Once all related mandatory and optional information have been set, the new SQL Connection can be saved by validating the '''SQL Connection''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window.
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===Transfering an SQL Connection===
 
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The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG|link=]] allows the user to transfer data from one SQL connection to another. Selcting a connection and clicking on the button opens the '''Transfer''' window with the following options appearing in the window.
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{{Video
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| <mediaplayer width='400' height='300' image='http://http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_Enable_the_connection_to_other_databases.png'>File:Enable_connection_to_other_databases_OK.mp4</mediaplayer>
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| Enabling an SQL Connection to other databases.
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}}
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{{Note
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| Ticking the check-box of an SQL connection in the second section ONLY allows data transfer from the newly created connection to the ticked connection, not both ways. The user must edit both of the connections and tick the corresponding check-boxes for mutual data transfer.
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}}
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===Transferring an SQL Connection===
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The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG|link=]] allows the user to transfer data from one SQL connection to another. Selecting a connection and clicking on the button opens the '''Transfer''' window with the following options appearing in the window.
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* '''From''' : dropdown list of the connections to take data from
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* '''From''' : drop-down list of the connections to take data from
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* '''To''' : dropdown list of the connections to send data to
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* '''To''' : drop-down list of the connections to send data to
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The following checkboxes are displayed and can be individually checked or the user can use the ''Select All | None'' option found at the bottom.
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The following check-boxes are displayed and can be individually checked or the user can use the ''Select All | None'' option found at the bottom. These represent Metis objects to be transferred.
'''CONTENT'''
'''CONTENT'''
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* '''Users''' : transfer User related data
* '''Users''' : transfer User related data
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Once the choices have been made, the user must click on the transfer button at the bottom. Once the button has been clicked, a warning message is displayed explaining what will happen if the data transfer is carried out.
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Once the choices have been made, the user must click on the "Start transfer" button at the bottom of the window. Once the button has been clicked, a warning message is displayed explaining what will happen if the data transfer is carried out.
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| Only SQL connections that have been authorized to transfer data appear in the '''From''' dropdown list. Authorization can be granted by editing a connection and ticking the appropriate checkbox.
| Only SQL connections that have been authorized to transfer data appear in the '''From''' dropdown list. Authorization can be granted by editing a connection and ticking the appropriate checkbox.
}}
}}
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[[File:MSM-Data-Management-SQL-Access.png|center|600x400px]]
[[File:MSM-Data-Management-SQL-Access.png|center|600x400px]]
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===Adding an SQL Access===
===Adding an SQL Access===
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The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the administrator to create a new SQL access. Clicking on it opens the '''SQL Access''' window. Here he can define a new SQL Access by providing the necessary information.
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In the '''SQL Connections''' sub-menu, on the SQL Accesstab, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new SQL Access. When it is clicked, the '''SQL Access''' creation window opens, it allows to define all related information.
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* '''Smart Quotes''' : define which SQL Connection the new Access will use in Metis Smart Quotes.
* '''Smart Quotes''' : define which SQL Connection the new Access will use in Metis Smart Quotes.
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Once all fields have been set, validating the window will save the new SQL Access in Metis Smart Suite and it will be made available in the Functionality Profile definition screen.
 
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{{Note
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| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
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}}
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===Transferring an SQL Access===
 
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The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG|link=]] allows the user to transfer data from one SQL connection to another. Clicking on the button opens the '''Transfer''' window with the following options appearing in the window.
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Once all related mandatory and optional information have been set, the new SQL Access can be saved by validating the '''SQL Access''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window.
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[Show screenshot of the transfer window]
 
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*From: A dropdown list of the connections to take data from
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===Transferring in SQL Access===
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*To: A dropdown list of the connections to send data to
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The following checkboxes are displayed and can be individually checked or the user can utilize the ''Select All | None'' option found at the bottom.
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The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG|link=]] allows the user to transfer data from one SQL connection to another. Clicking on the button opens the '''SQL Connection Transfer''' window. The function is the same previously described, as it refers to SQL Connections.
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*Systems
 
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*Models
 
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*Hierarchies
 
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*Attributes
 
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*Price Categories
 
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*Miscellaneous
 
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'''Main Data'''
 
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*Versions
 
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*Languages
 
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*Rights
 
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*Users
 
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Once the choices have been made, the user must click on the transfer button at the bottom. Once the button has been clicked, a warning message is displayed explaining what will happen if the data transfer is carried out.
 
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[screenshot of the warning button]
 
{{Note
{{Note
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| Only SQL connections that have been authorized to transfer data appear in the '''From''' dropdown list. Authorization can be granted by editing a connection and ticking the appropriate checkbox.
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| Having this functionality in the SQL Access tab is intended to limit moving back and forth in the two tabs.
}}
}}
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==Modifying an SQL Connection or Access==
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In both tabs, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main tables allows the user/administrator to apply modifications to all properties related to the selected SQL Connection or SQL Access . Selecting either one and clicking on it opens the corresponding edition window where all related properties and information can be edited.
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==Modifying an SQL Connection or Access==
 
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The '''Edit''' button allows the user to edit the SQL connection or access.
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[[File:MSM-Data-Management-SQL-Connections-Edit.png|center|600x400px]]
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For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new SQL Connection or SQL Access. Modifications applied to the selected SQL Connection or SQL Access will only be saved once the SQL Connection or SQL Access edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the tables displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window.
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Selecting a connection or access and clicking on '''Edit''' opens the '''SQL Connection''' or '''SQL Access''' window. All the fields, dropdown lists and checkboxes that were available in the '''Add''' window are now editable here.
 
==Deleting an SQL Connection or Access==
==Deleting an SQL Connection or Access==
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The '''Delete''' button allows the user to delete an exisiting SQL connection or access.
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In both tabs, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main tables allows the user/administrator to delete the selected SQL Connection or Access. Selecting one or more SQL Connections or Accesses and clicking on it displays the following confirmation window.
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When deleting a connection or access, the following pop-up window appears:
 
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[Screen shots of the delete connection or access window]
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[[File:MSM-Data-Management-SQL-Connections-Del.png|center]]
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The user must confirm the message before the connection or address can be deleted.
 
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[[File:MSM-Data-Management-SQL-Access-Del.png|center]]
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Once the warning is confirmed, the selected SQL Connection or Access is removed from Metis Smart Suite and deleted from the Metis Database.
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==Previewing an SQL Connection or Access==
==Previewing an SQL Connection or Access==
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The '''Preview''' button allows the user to see the properties of the selected SQL connection or access.
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In both tabs, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected SQL Connection or Access.
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[[File:MSM-Data-Management-SQL-Access-Preview.png|center]]
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Selecting an SQL connection and clicking on the '''Preview''' button opens the '''SQL Connection''' or '''SQL Access''' window where the properties are displayed.
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Selecting an SQL Connection or Access from the table and clicking on it opens the '''SQL Connection or Access''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new SQL Connection or Access.  
{{Note
{{Note
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| It is not possible to edit the properties of the SQL connection or accessin the '''Preview''' note window. This must be done with the '''Edit''' button.
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| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
}}
}}

Latest revision as of 09:35, 4 October 2013

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