You can transform an entire data source or transform each data set separately.
In general, you should always run the transformation off hours, such as at night or on the weekend. This reduces the load on the server and prevents user performance problems. This is especially important the first time you transform your data, as this normally brings in a large number of contacts and related data.
Application Collaboration supports the transformation of multilingual (Unicode) data.
This section covers the following topics:
- Transforming Data Sets from Application Collaboration
- Manually Transform a Data Set
- Manually Transform an Entire Data Source
- Transforming Data Sets from the Command Line
- Viewing the Transformed Data in InterAction
Transforming Data Sets from Application Collaboration
You can transform a single data set or all the data sets within a data source.
If you choose to transform data sets individually, the order in which you do each data set is very important. You must transform the sets in the following order:
- Company
- Person
- All remaining data sets
This is because the data in the address, additional field, and activity data sets all rely on the data in company and/or person set. Data in the person data set may also rely on data in the company set for company association.
For example, if you attempt to transform the address data set first, Application Collaboration is unable to match the addresses to the companies because the corresponding companies do not exist in InterAction.
Manually Transform a Data Set
- Harvest the data into the data set table.
- Select the data source in which the data set belongs from the console list.
- Right-click the data set and choose Execute.
- When prompted to start the transformation, choose Yes.
Manually Transform an Entire Data Source
Transforming the entire data source transforms all the data sets for the data source in the correct order.
- In the Application Collaboration main view, do one of the following:
- To transform an individual data set, select the data set from the console list.
- To transform a data source, select the data source from the console list.
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Click the Execute toolbar button (
).
Alternatively, right-click the data set or data source and choose Execute.
- When prompted to confirm the command, choose Yes.
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If desired, select the Summary item from the console list and review the results. You may need to right-click and choose Refresh to update the view.
For details about reviewing the Summary, checking for errors and resolving claims, see Reviewing the Transformation Summary Results.
Transforming Data Sets from the Command Line
You can schedule to run command line jobs through Process Manager.
Typically, you use command line parameters to launch Application Collaboration from a batch file. You can use this technique to automate the updates - use a batch file to launch the harvesting routine, then start Application Collaboration and transform the data.
As with launching transformation from the Application Collaboration client, you can use command line parameters to start transformation for an entire data source or for an individual data set. When transforming data sets, the order in which you transform data sets matters. This order is listed in Transforming Data Sets from Application Collaboration.
To transform an individual data set, enter the following on the command line:
INTIATBC.exe DataSourceName/DataSetName
Where DataSourceName is the name of the data source, and DataSetName is the name of the data set.
To transform an entire data source, enter the following on the command line:
INTIATBC.exe DataSourceName
Where DataSourceName is the name of the data source to transform.
For example, if your data source is named CMS, the following command launches Application Collaboration and transforms the CMS data source:
INTIATBC.exe CMS
Similarly, the following command line transforms the Company data set for the CMS data source:
INTIATBC.exe CMS/Company
Be sure to enter the data source and data set names correctly. Also, include the full path to the Application Collaboration executable.
When you launch a transformation from a command line parameter, the icon for Application Collaboration displays in the system tray. Right-click this icon to view information about Application Collaboration or to cancel the transformation.
Viewing the Transformed Data in InterAction
You can view the data in InterAction anytime after a successful transformation.
If InterAction is running when you launch the transformation, you need to refresh the data before you can see the changes. In InterAction, either press Shift+F5, or choose View > Refresh > All.