DataSelf Analytics - 50,000 Foot Overview

DataSelf Analytics Components

Object	Object Details	Location	Function	Permissions	References
Data Sources	The client’s data source(s) such as their ERP, CRM and payroll. Data held in SQL or other data repositories. Multiple sources may be combined within one ETL+ entity.	On Premises, or private cloud, or cloud (e.g.: Acumatica, NetSuite, Sage Intacct, Salesforce).	DataSelf ETL+ can import from a hundreds of data sources using the built-in drivers below (and more coming!):	Various	ETL+ Data Source List: 500,000+ ETL+ Source Drivers
ETL+	DataSelf's proprietary Extract, Transform, Load program.	Potentially multiple installations, on prem and cloud, as a thin client	Extract, Transform, Load data into Data Warehouse	Named-user ETL+ license	DataSelf ETL+ User Guide ETL+ Extract, Transform and Load (ETL) Page
ETL+ Agent	Runs as a thin-client service to run scheduled tasks and/or instructions from the cloud metadata	Potentially multiple installations. Installed as needed with the ETL+ engine	Triggers a local ETL+ Job per metadata instructions. Can also be run locally on demand via command line.		ETL+ Windows Service
Data Warehouse	A MS SQL data warehouse	Can be in a DataSelf cloud SQL instance, or on-premises, private cloud, server or serverless.	Back-end consolidation of data silos. Can be maintained by an ETL+ entity and other MS SQL compatible tools	Named-user SQL user for SSMS access (optional); a user is maintained in the ETL+ metadata	MS SQL instance URL and database name shown on ETL+ Extract, Transform and Load (ETL) Page DataSelf Data Warehousing
Reporting and Analytics	Tableau, PBI, Excel, Crystal, SSRS, Domo, Qlik Sense, etc	Anywhere	Front-end reporting to users	Importing data from the SQL Data Warehouse requires a static IP internet connection and named-user reading rights to the SQL data warehouse.	Connecting to a DataSelf SQL Cloud Data Warehouse

DataSelf ETL+

ETL+ Extract, Transform and Load (ETL) Page (main page)

ETL+ Components

Object	Description	Function	Permissions	Client to Provide	References
Extract, Transform and Load (ETL) page	ETL+ main page upon login	Displays and allows creation and editing of an entity’s (cloud) metadata from any ETL+ installation	ETL+ licensed user (Other rights are encrypted within the ETL+ metadata)		ETL+ Extract, Transform and Load (ETL) Page
Settings page	Gear icon in upper right corner of most pages	Client info, Data Warehouse options, and other parameter settings	Administrator user required to create new entities, and manager user and Data Warehouse settings	Fiscal Year details GL Financials preferences	ETL+ Settings Page ETL+ Client Information Page
Data Sources	Listed on Source Objects (Left panel in main ETL+ page)	Provides connection configurations for importing from outside source systems (data sources or source types) and to reimport from the DataSelf Data Warehouse.	Once entered by client, source data passwords are encrypted within the ETL+ metadata	Data access details and permissions any additional software that is required by the source a person to enter source user/password information	Source Systems Defined ETL+ Data Source List: 500,000+
Extract SQL Statement	Right panel in main ETL+ page	SQL statement (or other data format) to be sent to Source Container for the initial data extraction			ETL+ Extract SQL Statement Panel
Load	Pane at the bottom of the right (Extract SQL Statement) panel	Options for various partial load types		Alert tech’s if a source table’s standard Primary Key has been customized	ETL+ Load ETL+ Table Load Types
Target Objects	Center panel of main ETL+ page	Add and maintain the tables that will load into the Data Warehouse
Design page	Design page Open from Target Object’s menu	transform field types add new calculated fields Set internal keys			ETL+ Design Page
Jobs	Job page. Open from Target Objects panel.	Automates scripts that load tables and trigger various outside tasks maintains auto-scheduling tasks	Can be run manually from within ETL+ or scheduled via Agent or other scheduler Manually trigger remote actions via Agent		ETL+ Job Page
Entity	Usually associated to an entity of an organization. For instance, a company’s domain (xyzcorp), or a data source (xyzcorp_erp), or a department (xyzcorp_sales).	It includes the ETL+ metadata such as the access to data sources, target data warehouse, which tables are extracted and more.	ETL+ users have named user licenses to open and maintain one or more specific entities.		ETL+ Entity Each ETL+ page lists its currently open Entity in the lower left corner.