Tools → Schema Designer

About the Schema Designer

The Schema Designer allows you to manage entity objects and joins for a physical schema. You also use the Schema Designer to initiate or schedule a load job for an entire physical schema or a given entity object in the physical schema.

Schema Designer permissions and access rights

A user that belongs to a group with the Schema Manager or the SuperRole role can access the Schema Designer for a given physical schema that the user owns or has at least View access rights to.

If the Enable Super User Mode option is enabled in the Cluster Management Console (CMC) → Tenant Configurations → Security, the Super User that is a Tenant Administrator and any user with the SuperRole can access the Schema Designer for all physical schemas and manage them regardless of the access rights.

A user with only the Schema Manager role must own or have Edit access rights to the physical schema to use the Schema Designer to manage its objects, joins, and load jobs. Some functions require additional roles, such as the Explore Data function which requires a role that can manage the Catalog (Content Manager).

Access the Schema Designer

To access the Schema Designer, in the Navigation bar, select Schema, and then on the Schemas tab, select a given physical schema.

You can also access the Schema Designer for a given schema from the Load Job Viewer. In the Header bar, in the breadcrumb trail, select the name of the physical schema.

Schema Designer access rights matrix

The following table shows the required access rights to a given physical schema for each action that you can perform using the Schema Designer.

Schema Designer modes

Starting with the 5.1.2 release, the Schema Designer supports two different modes:

• Saved Version mode
• Draft mode

Saved Version mode

This is the default mode when you access the Schema Designer. A saved version is created for a physical schema after a schema update job. You trigger a schema update job when you select Save Changes to promote a draft version or when you import a physical schema that overwrites an existing one.

With the proper access rights and permissions, you can do the following in this mode:

• Start a new draft version or edit the existing draft to add, edit, and delete the physical schema objects and joins
• Access the Load Job Viewer and Model Update Viewer to view data load jobs and schema update jobs respectively
• Load data
• Explore the physical schema data
• Access the physical schema Settings menu (gear icon) and use available options including managing the physical schema draft and saved versions

If you have a draft version of the physical schema, when you access the Schema Designer, a banner message appears denoting that you can either overwrite the draft or open it to accumulate new updates to it.

Draft mode

You can access the draft mode for a physical schema when you do one of the following:

• After updating the physical schema, such as creating a new object or deleting one
• After saving updates in the Table Editor (after you select Done)
• After saving updates in the Join Editor (after you select Done)
• When you preview or edit a draft (Settings (gear icon) → Version History → Draft Versions tab → More Options (⋮ vertical ellipsis) → Preview)
• When you select to edit your existing draft (select the link in the message banner)

With the first update you make, Incorta creates a draft version of the physical schema and accumulates to this draft any further updates you make. For example, when you create a formula column in the Table Editor and then select Done in the Action bar, this creates a new draft or updates an existing draft, whether this existing draft belongs to you or another user and you are editing it.

In addition, if the session times out while you have physical schema updates that you did not save, the system will keep these updates in the draft version for you.

When you preview or edit a draft version, and then you try to exit the Schema Designer by selecting any tab on the navigation bar, the load job status, or the model update status, you have the following options:

• Keep the changes in the draft version
• Save the changes to a published version (that is, promote the draft changes to a saved version)
• Discard the changes and delete the draft version

Each user has only one draft version per physical schema. If you have a draft version for a given physical schema and you access the Schema Designer for this physical schema in the saved version mode, the Schema Designer shows a message to confirm that you already have a draft and if you want to make changes to this physical schema, you can either overwrite the existing draft with the new changes you will make or open the draft version and accumulate your changes to this draft.

In the draft mode, you cannot load or explore data. In addition, the Rows and Data Size properties for the physical schema and its objects are dimmed as they may show incorrect information.

When you create a saved version of a physical schema, you obsolete all existing drafts, including your draft and other users’ drafts. When you preview an obsolete draft, you cannot edit it or promote it to a saved version; however, you can discard this draft and start a new one from the saved version. When you discard an obsolete draft version, the Schema Designer opens the saved version mode.

As a schema manager user, you can preview a draft of a physical schema that you own or have Edit access rights to. You can also promote a draft to a saved version as long as this draft is not obsolete.

Schema Designer anatomy

The Schema Designer consists of the following:

• Action bar
• Summary/Header section
• Message banner
• Tables section
• Joins section

Action bar

The Action bar contains the following options:

Saving changes that require data load

Some updates you make to the physical schema objects require loading data, either load from source (full load) or load from staging, to ensure data consistency.

The following are the updates that require load from staging:

• Adding or updating the load filter
• Enabling performance optimization for non-optimized objects

The following are the updates that require full load:

• Adding a new physical schema table or materialized view
• Changing the data type of a physical schema table column or MV column
• Changing the source of a materialized view or physical schema table, whether by selecting another source file in the Data Source properties dialog or editing the query
• Adding or changing a key column (changing the column function from key to dimension or measure and vice versa) in a physical schema table or MV
• Adding a new physical schema table column
• Adding a new MV column
• Changing the object type, for example, changing a physical schema table to an Incorta Analyzer table or MV
• Removing a physical schema table column or a materialized view column that functions as a key

When you select Save Changes, and you have made updates that require full load or load from staging, a warning dialog appears denoting that you have to perform data load. The dialog lists the objects and the required load type for each.

• Select Cancel to save the changes to the draft version.
• Select Continue to save the changes to a saved version.
  • The object icon changes to an orange triangle with an exclamation mark if the object data still exists in the engine memory.
  • The object icon changes to a red triangle with an exclamation mark if the object data is cleared or evicted from the engine memory.
  • When you hover over the triangle icon, a tooltip indicates the required load type.
  • The message banner shows a message with the objects that you must load.
  • The icons and message will remain till you or another user performs the required load or a scheduled load job runs the required load for the related object(s).

Message banner

The Message banner displays messages as appropriate and appears only in the following cases:

• When you open a physical schema that another user has opened in the draft Mode, the message confirms that you cannot update the physical schema because another user is editing it.
• When you open a physical schema of which you already have a draft version, the message confirms that you can either do changes that overwrite the existing draft or to open the draft and edit it. The message has a link to open the draft version.
• When you preview an obsolete draft, the message confirms that you cannot edit this draft or promote it to a saved version. The banner also contains the Discard Draft option to delete the obsolete draft, whether it is your draft or another user’s draft.
• When you make some updates that require full load or load from staging and you select to save these changes, the message shows the objects that you must load their data.
  • The message will be displayed till you or another user performs the required load or a scheduled load job runs the required load for the related objects.

Summary/Header section

The Summary/Header section shows the following information for the physical schema:

Tables section

In the case that there are no entity objects created for the physical schema, the Start adding tables to your schema: section is available with the options that you can access from the + New menu in the Action bar. Use the available options to add the first entity object(s) to your physical schema.

In the case that there are already entity objects created for the physical schema, the Tables section displays all the entity objects in the physical schema. Physical schema objects can be physical schema tables, aliases, Incorta Analyzer tables, Incorta SQL tables, or Materialized Views.

The section header includes the following:

• The number of the physical schema objects
• Sort type: descending (an arrow pointing downwards) or ascending (an arrow pointing upwards). The default option is descending.
• Sort property: the property to use for sorting the tables list. The following is the available options:
  • Name: alphabetical order
  • Columns: the number of columns
  • Joins: the number of joins
  • Rows: the number of rows
  • Data Size: default option

For each physical schema object, the Tables section shows the following:

• Action menu (v arrow): contains the following options:
  • Table Details: select to access the Table Editor to view or manage the properties of the physical schema object
  • Load Table: select to perform a full load for the object data. Not available in the case of an alias.
  • Load from Staging: select to perform a load for the object data from Shared Storage. Not available in the case of an alias
  • Remove Table: select to delete the physical schema object
• The physical schema object properties

The following table shows the properties of the physical schema object that the Tables section shows:

Joins section

The Joins section shows all join relationships related to the physical schema entity objects, whether they are self join, schema join, or cross-schema join relationships.

The section header includes the following:

• The number of join relationships
• Sort type: descending (an arrow pointing downwards) or ascending (an arrow pointing upwards). The default option is descending.
• Sort property: the table to use for sorting the joins list: Child Table or Parent Table. The default is to sort by the Child Table name.

For each join relationship, the Joins section shows the following:

• Action menu (v arrow): this menu is available when the Child table in the join is in the current physical schema. The Action menu contains the following options:
  • Join Details: use to access the Join Editor to view or manage the join conditions and filters
  • Remove Join: use to remove the join relationship
• Join conditions: each condition consists of three parts:
  • Child (the left side of the join): the physical schema, object, and the join column
  • Join operator
  • Parent (the right side of the join): the physical schema, object, and the join column

Schema Designer actions for a physical schema

Using the Schema Designer, you can perform the following actions for a physical schema:

• Add or edit the physical schema description
• Search for a physical schema object
• Search for a column in physical schema objects
• Optimize the performance for physical schema objects
• Change the load order for physical schema objects
• Share the physical schema
• Explore physical schema data
• Preview the physical schema join diagram
• Sort physical schema objects list view
• Review the status of the schema update jobs

Add or edit the physical schema description

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, select Settings (gear icon).
• Select Edit Description.
• In the Edit Description dialog, enter or update the physical schema description. You can enter up to 500 alphanumeric characters, including spaces and special characters.
• Select Save.

Search for a physical schema object

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, in the Search box, enter a search term.
• In the result list, under Table Name, select the object that you want to open in the Table Editor.

Search for a column in physical schema objects

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, in the Search box, enter a search term.
• In the result list, under Column Name, select the column to open the relative object in the Table Editor.

Optimize the performance for physical schema objects

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, select Settings (gear icon).
• Select Performance Optimization.
• In the Optimize Table Performance dialog, in the objects list, for each object you want to optimize the performance, select the check box, and for each object you do not want to optimize the performance, clear the check box.
• Select Save.

Change the load order for physical schema objects

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, select Settings (gear icon).
• Select Change Load Order.
• In the Choose Load Order dialog, you can do the following to manage the table groups before changing their load order:
  • For each table (or materialized view) that you want to add to a new load group, select the check box, and then select Add to New Group.
  • For each table (or materialized view) that you want to add to an existing load group, select the check box, and then select Add to Existing Group.
  • To reset table grouping and order, select Revert to Default.
• To set the order of a table group, select the up arrow (to the right of the group name) to move the group upwards, or select the down arrow (to the right of the group name) to move the group downwards. Repeat this action until you order the table groups as required.
• Select Save.

Share the physical schema

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Settings (gear icon).
• Select Share.
• In the Share dialog, you can do the following:
  • remove an existing user or group
  • modify the existing access rights for a user or group
  • add a new user or group with the required access rights

Explore physical schema data

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Explore Data.
• Use the Analyzer to create insights referencing columns of the physical schema objects.

Preview the physical schema join diagram

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Diagram.
• In the Schema Diagram Viewer, review the physical schema join relationships.

Sort physical schema objects list view

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Tables section, select the arrow to point downwards to sort descending or to point upwards to sort ascending.
• Select the property to sort by. The following is the available options:
  • Name (alphabetical order)
  • Columns (the number of columns)
  • Joins (the number of joins)
  • Rows (the number of rows)
  • Data Size (default)

Review the status of the schema update jobs

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Summary section, select the Model Update Status link.
• In the Model Update Viewer, review the schema update job status.

Schema Designer actions for a physical schema object

Using the Schema Designer, you can perform the following actions for physical schema objects:

• Create one or more physical schema tables using the Schema Wizard
• Create a physical schema entity object
  • Create a physical schema table
  • Create an alias
  • Create an Incorta Analyzer table
  • Create an Incorta SQL table
  • Create a materialized view
• View physical schema object details
• Edit a physical schema object
• Delete a physical schema object

Create one or more physical schema tables using the Schema Wizard

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select + New → Schema Wizard.
• In (1) Choose a Source, for Select a Datasource, select the external data source for your new physical schema table(s).
• In the Schema Wizard footer, select Next.
• In (2) Manage Tables, in the Data Panel, specify the table(s) or file(s) you want to use to create the new physical schema tables. You can also select the Select All checkbox.
• In the Schema Wizard footer, select Next.
• In (3) Finalize, in the Schema Wizard footer, select Update Schema.

To learn more about using the Schema Wizard, review Tools → Schema Wizard.

Create a physical schema entity object

Create a physical schema table

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select + New → Table → the data source type.
• In the Table Editor, in the Data Source dialog, specify the properties of the new physical schema table.
• Select Add.
• In the Table Editor, for Table Name, enter the name of the new physical schema table.
• In the Table Editor, in the Action bar, select Done.

To discover more about the properties of different data sources, see Connectors → All, and refer to the suitable connector.

Create an alias

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select + New → Alias.
• In the Table Editor, for Table Name, enter the name of the new alias.
• In the Table Editor, in the Data Source(s) section, for Schema Name, select the physical schema of the original entity object that this alias references. This can be the current physical schema or another physical schema. The default is the current physical schema.
• For Select Table, select the original entity object that this alias references.
• In the Action bar, select Done.

Create an Incorta Analyzer table

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select + New → Derived Table → Incorta Analyzer Table.
• In the Table Editor, in the Data Source dialog, select the pen icon.
• In the Analyzer, select the columns in the new Incorta Analyzer table and specify their properties.
• In the Analyzer, select Save.
• In the Data Source dialog, review the sample data, and then select Add.
• In the Table Editor, for Table Name, enter the name of the new Incorta Analyzer table.
• In the Table Editor, in the Action bar, select Done.

To learn more about the Analyzer, review Tools → Analyzer.

Create an Incorta SQL table

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select + New → Derived Table → Incorta SQL Table.
• In the Table Editor, in the Data Source dialog, in the Query section, select the pen icon.
• In the Query Editor, enter the SQL code for the new table, and then select Done.
• In the Data Source dialog, select Add.
• In the Table Editor, for Table Name, enter the name of the new Incorta SQL table.
• In the Table Editor, in the Action bar, select Done.

Create a materialized view

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select + New → Derived Table → Materialized View.
• In the Table Editor, in the Data Source dialog, specify the properties of the new object.
• Select Add.
• In the Table Editor, for Table Name, enter the name of the new materialized view.
• In the Table Editor, in the Action bar, select Done.

To discover more about the properties of a materialized view, see Concepts → Materialized View.

View physical schema object details

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Tables section, for a given physical schema object, do one of the following:
  • Select the physical schema object.
  • In the Action menu (v arrow), select Table Details.
• In the Table Editor, review the object properties.
• To exit the Table Editor without saving updates, if any, in the Action bar, select Cancel.

Edit a physical schema object

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Tables section, for a given physical schema object, do one of the following:
  • Select the physical schema object.
  • In the Action menu (v arrow), select Table Details.
• In the Table Editor, make the necessary updates.
• To save updates, in the Table Editor, in the Action bar, select Done.

To learn more about using the Table Editor, review Tools → Table Editor.

Delete a physical schema object

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Tables section, for a given physical schema object, in the Action menu (v arrow), select Remove Table.
• In the dialog, clear or keep selected the Remove all joins related to this table checkbox, as appropriate, and then select Remove.

Schema Designer actions for a join relationship

Using the Schema Designer, you can perform the following actions for join relationships:

• Create a join relationship
• Sort joins list view
• View join relationship properties
• Edit a join relationship
• Remove a join relationship

Create a join relationship

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, do one of the following:
  • If there are no existing joins for the physical schema, in the Joins section, select Create new join.
  • In the Action bar, Select + New → Join.
• In the Join Editor, for the new join relationship, specify the join properties for the Child and Parent sides.
• In the Join Editor, in the Action bar, select Done.

Sort joins list view

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Joins section, select the arrow to point downwards to sort descending or to point upwards to sort ascending.
• Select whether to sort by the alphabetical order of the Child Table name, which is the default option, or the Parent Table name

View join relationship properties

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Joins section, for a given join relationship, do one of the following:
  • Select the join relationship.
  • In the Action menu (v arrow), select Join Details.
• In the Join Editor, review the join conditions and filters, if any.
• To exit the Join Editor without saving updates, if any, in the Action bar, select Cancel.

Edit a join relationship

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Joins section, for a given join relationship, do one of the following:
  • Select the join relationship.
  • In the Action menu (v arrow), select Join Details.
• In the Join Editor, make the necessary updates.
• To save updates, in the Join Editor, in the Action bar, select Done.

Remove a join relationship

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, for a given join relationship in the Joins section, in the Action menu (v arrow), select Remove Join.
• In the dialog, select Remove.

Schema Designer actions for a draft

Using the Schema Designer, you can perform the following actions for physical schema draft versions:

• Create a physical schema draft
• Search or filter the draft version history
• Name a draft version
• Preview a draft
• Promote a valid draft to a saved version
• Discard changes in a valid draft
• Discard an obsolete or invalid draft

Create a physical schema draft

By default, when you make changes to the physical schema using the Table Editor or the Join Editor, you create or edit a draft version of the physical schema. In addition, when you add or delete a physical schema object or join relationship in the Schema Designer, you create or edit a draft.

Here are the steps to create a physical schema draft:

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, make your changes to the physical schema.

When you try to exit the Schema Designer and when prompted to save your changes, select Keep As Draft.

Search or filter the draft version history

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, select specify the filter criteria as required:
  • For Version Date, select a period to search for drafts created or updated within this period. You can select a predefined period, such as Yesterday and Last 7 days (including today), or select custom, and then specify the period’s start and end dates.
  • For Modified By, the name of the user who last updated the drafts you search for.
  • Enable the Only Show Named Versions toggle to show only named versions.
• Select the Draft Versions tab to view drafts that match the filter options you specified.

Name a draft version

• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, optionally, search for the draft you want.
• For a given draft, select the draft name (by default, the draft creation or update time is the draft name).
• Specify a new name for the draft version, and then press ENTER or select any other place in the drawer or the Schema Designer.

Preview a draft

You can preview drafts created by other users.

• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, optionally, search for the draft you want.
• For a given draft, select More Options (⋮ vertical ellipsis), and then select Preview.

Promote a valid draft to a saved version

You can promote only a valid, non-obsolete draft after creating or editing it or while previewing it. Promoting a draft removes it from the draft versions list. When you promote a named draft, the saved version will have the name of this draft.

Here are the steps to promote a daft after creating it:

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• Use the Schema Designer, Table Editor, or Join Editor to make your updates.
• In the Schema Designer, in the Action bar, select Save Changes.

Here are the steps to promote a valid daft while previewing it:

• In the Schema Designer, in the Action bar, select Settings (gear icon) → Version History.
• For a given draft, select More Options (⋮ vertical ellipsis) → Preview.
• In the Action bar, select Save Changes.

Here are the steps to promote a valid daft after editing it:

• In the Schema Designer, in the Action bar, select Settings (gear icon) → Version History.
• For a given draft, select More Options (⋮ vertical ellipsis) → Preview.
• Use the Schema Designer, Table Editor, or Join Editor to make the updates you want to append to the draft.
• In the Action bar, select Save Changes.

Discard changes in a valid draft

• After creating or editing a draft or while previewing a valid one, try to exit the Schema Designer by selecting any tab in the navigation bar or selecting the Load Status or Model Update Status link.
• In the dialog, select Discard Changes.

Discard an obsolete or invalid draft

When you preview an obsolete draft, the message banner shows that you cannot edit or save this draft. To discard the changes in this obsolete draft and delete it, in the message banner, select Discard Draft. The draft is deleted from the draft versions list.

Schema Designer actions for a saved version

Using the Schema Designer, you can perform the following actions for physical schema saved versions:

• Search or filter the saved version history
• Name a saved version
• Export a saved version
• Restore a saved version

Search or filter the saved version history

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, select specify the filter criteria as required:
  • For Version Date, select a period to search for saved versions created or restored within this period. You can select a predefined period, such as Yesterday and Last 7 days (including today), or select custom, and then specify the period’s start and end dates.
  • For Modified By, the name of the user who created the version you search for.
  • Enable the Only Show Named Versions toggle to show only named versions.
• Select the Saved Versions tab to view saved versions that match the filter options you specified.

Name a saved version

• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, optionally, search for the saved version you want.
• For a given saved version, select the version name (by default, the version creation or restore time is the version name).
• Specify a new name for the saved version, and then press ENTER or select any other place in the drawer or the Schema Designer.

Export a saved version

• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, optionally, search for the saved version you want.
• For a given saved version, select More Options (⋮ vertical ellipsis) → Export.
• In the Export Schema(s) dialog, optionally select the Include scheduled jobs check box to include the scheduled jobs related to this physical schema.
• Select Export. The exported physical schema .zip file is downloaded to the Downloads folder.

Restore a saved version

When you restore a saved version of a physical schema, a copy of this version becomes the current version. The default name of the copied version is its restore (creation) time. The original saved version remains as is with its name and creation date.

Here are the steps to restore a saved version of a physical schema:

• In the Schema Designer, in the Action bar, select Settings (gear icon), and then select Version History.
• In the Version history drawer, optionally, search for the saved version you want.
• For a given saved version, select More Options (⋮ vertical ellipsis) → Restore.

Schema Designer actions for load jobs

With the Schema Designer, you can perform the following actions for data load jobs

• Perform a full load for physical schema data
• Perform an incremental load for physical schema data
• Load physical schema data from staging
• Schedule a physical schema load job
• Perform a full load for physical schema object data
• Load physical schema object data from staging
• Review the status of a load job
• Create a physical schema load email notification

Perform a full load for physical schema data

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Load → Load Now → Full.
• In the dialog, select Load.

Perform an incremental load for physical schema data

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Load → Load Now → Incremental.
• In the dialog, select Load.

Load physical schema data from staging

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Load → Load Now → Staging.
• In the dialog, select Load.

Schedule a physical schema load job

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Load → Schedule.
• In the Schedule Schema Load dialog, specify the scheduled load job properties.
• In the Start On section, specify when the scheduled load job starts: select the date, time, and time zone.
• In the Repeat section, specify the frequency of running the scheduled load job.
  • Select Daily, and then select how often this job runs: every number of minutes, hours, or days.
  • Select Weekly, and then select the week days to run the load job.
  • Select Monthly, and then select one of the following:
    • the day number every number of months (for example, the tenth day every 2 months)
    • a specific week day every number of months (for example, the second Monday every month)
  • Select the No Recurrence check box to run this job only once.
• In the Repeat section, for repeated jobs, specify the end of the validity period of the scheduled load job:
  • Select No End to run it forever. This Is the default option.
  • Select End By, and then select a date to end the scheduled load job.
• For Job Name, enter the name of the scheduled load job.
• For Description, optionally, enter a description of the scheduled load job.
• For Load Type, select the load type. The available options are:
  • Full
  • Incremental (default)
  • Staging
• Select Schedule.

Perform a full load for physical schema object data

This option is not available for an alias.

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Tables section, for a given object, in the Action menu (v arrow), select Load Table.
• In the dialog, select Load.

Load physical schema object data from staging

This option is not available for an alias.

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Tables section, for a given object, in the Action menu (v arrow), select Load from Staging.
• In the dialog, select Load.

Review the status of a load job

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Summary section, select the Last Load Status link.
• In the Load Job Viewer, review the load job status.

Create a physical schema load email notification

Here are the steps to create an email notification for a physical schema:

• In the Navigation bar, select Schema.
• In the list view of schemas, select a given physical schema.
• In the Schema Designer, in the Action bar, select Settings (gear icon).
• Select Create Notification.
• In the Create Email Notification dialog, enter the details of the email notification. For more information, see [Email notification details].
• Select Done.

Email notification details

The following table shows the details you need to specify for a load email notification: