OLEDB

 

The OLEDB source allows you to create your create a custom query against a OLEDB data source and use the returned set of data as source data for pasTransfer.

 

OLEDB Query Page

 

The OLEDB Query Page allows a user to enter a connection string, and choose additional options in regards to the insert.

•Connection Tab

oConnection String:  The connection string to the OLEDB data source.  Double-clicking on the text box launches the Data Link Properties form which assists in the creation of the connection string.  Begin by choosing the OLEDB provider to use for the connection, followed by the database name, credentials, and any additional options required for the selected provider.  After completing any additional options, press OK to insert the generated connection string into the text box.

•Advanced Tab

oConnection Timeout:  The amount of time to spend attempting to make a connection to the database.  The default time is 30 seconds.

oCommand Timeout:  The amount of time to spend attempting to complete the commands or transaction before disconnecting.  It is advised to use a higher command timeout if you are inserting a lot of data or working with a slow connection.

oUse Transactions:  A transaction is a single unit of work.  Enabling transactions allows for an all-or-nothing insert.  If any lines encounter a problem, the transaction will roll back and all modifications will be erased.  If a transaction is successful, all modifications were successful and become a permanent part of the database.

Data Record Column Macros Page

 

The Data Record Column Macros Page is used to map columns from the returned set data to a Journal Line.  The list box to the left contains a list of columns which will be returned from the query specified in the prior page.

 

General Tab

•Account Code:  The account code for a journal line.  This is a macro-enabled field.

•Matching Account Code:  The matching account code for a journal line.  This is a macro-enabled field.

•Description:  The description for a journal line.  This is a macro-enabled field.

•Reference:  The reference for a journal line.  This is a macro-enabled field.

•Transaction Date:  The transaction date for a journal line.  This is a macro-enabled field.

•Period:  The period for a journal line.  This is a macro-enabled field.

Amount Tab

 

The Amount tab will allow you to specify multiple amounts to be processed, each as an individual journal line.  Dragging a column into the data grid will add a new amount with a specified macro command.  The Account Suffix, Quantity, Transaction Date, and Period are optional fields.  If a Transaction Date or Period is supplied, it will override the Transaction Date and Period on the General Tab.  These fields are macro-enabled, however the macro needs to be entered manually for these fields.  You may also choose to create an offset for each journal entry, ignore zero-value amounts, and alter the processing style of the amount value.

 

Attributes Tab

 

Any columns from the source data can be made into attributes and mapped later on the destination transformation.  Click and drag a column to the attribute data grid to create a macro command.

 

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