Managing an Open ETL template
Use an Open ETL template to import and process data that is not directly supported by BMC Helix Continuous Optimization. A CSV file or an SQL query act as the data sources for the template. If the unit of the imported metrics does not directly map with that defined in the product, then you can specify the unit or a multiplier to convert it to the unit defined in the product.
The Open ETL template wizard enables you to complete the following tasks:
- Create an Open ETL template for integrating a Generic ETL with BMC Helix Continuous Optimization
- Edit an existing Open ETL template
- Ensure that all fields in the Generic ETL that are required for importing and processing data are extracted
After you create an Open ETL template, you can use it to integrate a Generic ETL with BMC Helix Continuous Optimization. For more details, see Generic-ETL-based-on-a-template.
The following video (3:32) illustrates how to create an Open ETL template, and create an ETL based on the Open ETL template.
You can also delete an Open ETL template. For more details, see Open ETL templates.
To create an Open ETL template using CSV file as a data source
Before you begin
Ensure that the required CSV file is available.
To create an Open ETL template
- Log in to BMC Helix Continuous Optimization.
- Select Administration > ETL & SYSTEM TASKS > ETL tasks.
- On the ETL tasks page, click Add > Add/Edit Open ETL template.
The Open ETL Template Wizard is displayed. - On the Operation page, select Create a new Open ETL Template and click Next.
On the Datasource and datatype page, specify the following properties:
Field
Description
Select Datasource type
Select Comma Separated Value (CSV) file to import data from a CSV file.
Select Datatype
Select any one of the following data type for the type of data available in the data source:
- Performance or Configuration metrics for a set of systems (any type)
- Business driver metrics
- Catalog of entities and relationships (OBJREL)
For more information about the mandatory columns for the selected data type, see Dataset reference.
- Click Next.
On the Entity type identification page, select the required entities from the Available table, and add them to the Selected table using the >> button. In the Selected table, select the required entities, and click << to remove it.
- Click Next.
In the Upload CSV file page, select the CSV file to be uploaded.
- Click Next.
In the Column mapping page, review the mapping of data available in the data source with the BMC Helix Continuous Optimization entities. For more details about column mapping, see Column mapping for Open ETL template.
If a Critical or Warning message is displayed in the Messages table, modify the mapping for the column that has the error or warning.
- To modify the default mapping of an entity, see the To modify the default column mapping section.
- Click Next.
- On the Name and description page, type Name and Description for the Open ETL template.
- Click Finish. The new Open ETL template is saved.
To create an Open ETL template using SQL query as a data source
Before you begin
Ensure that the required database is configured with BMC Helix Continuous Optimization. For more details, see Adding-external-database-connections.
To create an Open ETL template
- Select Administration > ETL & SYSTEM TASKS > ETL tasks.
- On the ETL tasks page, click Add > Add/Edit Open ETL template.
The ETL Template Wizard is displayed. - On the Operation page, select Create a new Open ETL Template and click Next.
On the Datasource and datatype page, specify the following fields:
- In the Select Datasource type field, select SQL Query.
- In the Select datatype field, select one of the following options:- Performance or Configuration metrics for a set of systems (any type)
- Business driver metrics
- Catalog of entities and relationships (OBJREL)
For more information about the mandatory columns for the selected data type, see Dataset reference.
- Click Next.
For Catalog of entities and relationships (OBJREL) data type, complete the following steps:
In the Wizard Page
Description and Action
SQL connection and entity query
In the SQL query box, type the SQL query for extracting entities and then, select the connection parameters from the Datasource and Scheduler lists.
Entity column mapping
Displays the mapping of data available in the data source with the
BMC Helix Continuous Optimization
entities. For more details about column mapping, see Column mapping for Open ETL template.
If you want to modify the default mapping of an entity, see To modify the default mapping.Relationship query
In the SQL query box, type the SQL query for defining the relationship between entities.
Relationship query mapping
Displays the mapping of data available in the data source with the
BMC Helix Continuous Optimization
entities. For more details about column mapping, see Column mapping for Open ETL template.
If you want to modify the default mapping of an entity, see To modify the default mapping.- For Performance or Configuration metrics for a set of systems or Business driver metrics data type, complete the following steps:
On the Entity type identification page, select the required entities from the Available table, and add them to the Selected table using the >> button. In the Selected table, select the required entities, and click << to remove it.
- Click Next.
In the SQL connection and query page, specify the following information:
- Click Next.
In the Column mapping page, review the mapping of data available in the data source with the BMC Helix Continuous Optimization entities. For more details about column mapping, see Column mapping for Open ETL template.
If a Critical or Warning message is displayed in the Messages table, modify the mapping for the column that has the error or warning.
- To modify the default mapping of an entity, complete the steps given in To modify the default column mapping.
- Click Next.
- On the Name and description page, type Name and Description for the Open ETL template.
- Click Finish. The new Open ETL template is saved.
To edit an Open ETL template
- Select Administration > ETL & SYSTEM TASKS > ETL tasks.
- On the ETL tasks page, click Add > Add/Edit Open ETL Template.
The Open ETL Template Wizard is displayed. - On the Operation page, select Edit an Open ETL Template and select the required template from the list.
- Click Next.
- On the Datasource and datatype page, review the information and click Next. You cannot modify the options selected on the page.
On the Entity type identification page, select the required entities from the Available table, and add them to the Selected table using the >> button. In the Selected table, select the required entities, and click << to remove it.
- Click Next.
Depending on the selected data source, the Upload CSV file page or the SQL Connection and Query page is displayed. You cannot modify the options selected on this page. - Click Next.
- On the Column mapping page, review the mapping of data available in the data source with the BMC Helix Continuous Optimization entities. For more details about column mapping, see Column mapping for Open ETL template.
- To modify the default mapping of entities, click Edit for the required column and modify the properties.
- Click Next.
- On the Name and description page, modify the Name and Description, if required.
- Click Finish. The Open ETL template is modified and saved.
To modify the default column mapping
You can modify the default mapping of an entity in the Column mapping page of the Open ETL wizard.
For the entity, click Edit in the column and complete the following steps in the Edit column mapping dialog box:.
- Ensure that the Select type field displays the type of the entity that you chose to edit.
If the value in Select type is METRIC- Metric, specify the following properties:
Property
Description
Select metric
Displays the metric that you want to map to the original or imported column
Selected metric unit
Displays the unit of the selected metric as defined in BMC Helix Continuous Optimization. For example, PCT for percentage.
Format
Enables you to specify the format of the selected metric unit.
- For percentage metric:
Specify the range: 0-1 or 0-100. By default, the format is 0-1.
You can apply the selected range to all percentage metrics.
- For metric with unit mapping:
Select the metric unit of the data source from the Datasource Unit list. If the metric unit is not available in the list, select Other and then, provide a value in the Multiplier field.
The multiplier value is used to convert the data source metric to the selected metric unit.
If you want to apply the same metric unit conversion to other datasource metrics with the same unit, select Apply conversion to all the metrics in '<Selected metric unit>'.- For metric without unit mapping:
Specify the multiplier value for converting the data source metric to the selected metric unit.
If you want to apply the same multiplier value to other datasource metrics with the same unit, select Apply conversion to all the metrics in '<Selected metric unit>'.- If the value in Select type is TS - Timestamp, in the Format field, specify the required date format. You can choose to automatically recognize the format or specify a custom format string.
- Click Apply.
Where to go from here
Generic-ETL-based-on-a-template
Related topic