Transformations Tab

The transformations list displays summary information about all defined transformations. Below is a description of each column in the table:

More|Less Chevron - If a row has more information than the available display space, you can use the "more" and "less" chevron to expand/collapse the additional information.

Selection Checkbox - The row selection checkbox applies to the Duplicate, Import, Export, and Sync functions. Click the checkbox next to each row you wish to do an operation against.

Status - The status column will contain either a green success icon or a red error icon depending on whether the last time the transform was run was successful or resulted in an error. If the status shows an error, clicking on the "more" chevron will expand the row and display the error text.

Sync Type - Displays the type of synchronization from the last time the table was synchronized. Possible types are Automatic, Full, Incremental, Incremental Only, Baseline, or Savepoint.

When editing a transformation, all fields will be filled in with current values. Unlike the creation process where each step must be completed in order, when editing, it is possible to jump to the specific step you wish to edit.

To jump to a step, click on the step number that is displayed at the top of the stepper. Depending on which fields are edited, you may be required to complete all subsequent steps before saving changes.

For example, if the source table is changed, it will be necessary to complete all subsequent steps. In this case, the stepper will not allow you to jump forward once this change as been made. Instead, you will need to use the Next button as you would when creating a new transformation.

Delete - Clicking the Delete button will remove the transformation from the list of available transformations to sync. It will not delete the Destination Target Table (if it exists). If the transformation is part of a schedule, the schedule must be deleted before the transformation can be deleted.

To create a duplicate of a transformation, click the selection checkbox for the transformations to be duplicated and then click the Duplicate button. This feature is useful in circumstances where you have a transformation with complex SQL as the source and you want to create a second transformation that does the same thing but writes the data to a different database. For each transformation selected, a copy will be created with _Copy_x appended to the name where x represents a unique number for the copy.

For example, if the transform TestTransform1 is duplicated, the new transform name will be TestTransform1_Copy_1. The duplicate transform will be created with a target table that has _Copy_x appended to the name. You may need to edit the new transform and adjust the target table name to the suit your needs.

Transformations can be moved from one environment (i.e. development), to another environment (i.e. production) with Export and Import. One or multiple transformations can be exported/imported to/from a single file. In the first environment, check the desired transformations to move and press Export, then specify a file name and that file will be downloaded to the machine logged into the DataSync Administrator. Then a connection can be made to the second environment. When you press Import, specify the file that was downloaded and those transformations will be put into DataSync.

This button activates search fields for the Status, Transformation Name, and Target Table fields. To filter the results in the list of transformations, enter a value in one or more of these search fields.

For example, entering the word EMPLOYEES in the Transformation Name search box will display only the tasks that have the word EMPLOYEES in Transformation Name.

To perform an on demand sync, select a transformation/s by clicking the selection checkbox next to the transformation/s you want to sync and press the Sync button. This starts the synchronization process on the selected tables. The view will switch to the Overview Summary Tab where you will be able to monitor the progress.

To perform this synchronization on a regular basis, you can create a schedule. To create a schedule, go to the Schedules tab. See Designing a Schedule for more information.

For more information about On Demand Synchronization, see Synchronizing Tables to Target Destination.

The refresh button refreshes the list of transforms.

Adding a Transform will add a new Transform to the list of existing Transforms that can be synchronized. This button will take you to the Transformation Creating Stepper where you will be guided through each step of creating a transform. The steps are:

For more information on creating transformations, see Creating a Transformation in the "Designing a Transformation" section.