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  1. Preface
  2. Mappings
  3. Parameters
  4. CLAIRE recommendations
  5. Data catalog discovery
  6. Visio templates

Mappings

Mappings

Step 2. Upload the Visio template

Step 2. Upload the Visio template

Upload the Date to String Visio template to use it in your organization.
When you upload the Visio template, you can define template parameter descriptions, defaults, and display options. You can also upload an image file to visually represent the data flow.
  1. Click
    New
    Components
    Visio Templates
    and then click
    Create
    .
  2. On the
    Visio Template
    page, configure the following information.
    Template details property
    Value
    Template Name
    Date to String
    Template XML File
    Select the DateToString.xml Visio template file.
    After you select the file, the template parameters in the file display in the Parameters table.
    Template Image File
    Select the JPG file that you created.
    After you select the file, the template image file displays.
  3. To configure the display properties for the $DBsrc$ template parameter, click
    Edit.
  4. In the
    Edit Parameters Properties
    dialog box, configure the following options and click
    OK
    .
    Edit display properties
    Value
    Default Value
    Do not configure a default value.
    Visible
    Select
    Yes
    to display the template parameter in the Contact Validation task.
    Editable
    Select
    Yes
    to allow the task developer to configure the source connection in the Contact Validation task.
    Required
    Select
    Yes
    to require this template parameter to be set.
    Valid Connection Type
    Determines the connection type allowed for the source. You can select a connection type that exists in your organization or select All Connection Types.
    Select
    Relational Database
    .
    Logical Connection
    Do not configure.
  5. To configure the display properties for the $tgt$ template parameter, click
    Edit
    , configure the following options, and click
    OK
    .
    Edit display properties
    Value
    Default Value
    Do not configure a default value.
    Visible
    Select
    Yes
    to display the template parameter in the Contact Validation task.
    Editable
    Select
    Yes
    to allow the task developer to configure the target connection in the Contact Validation task.
    Required
    Select
    Yes
    to require this template parameter to be set.
    Valid Connection Type
    Determines the connection type allowed for the source.
    Select
    Flat File or Relational Database
    .
    Logical Connection
    Do not configure.
  6. Enter the following description for the $fromdateformat$ template parameter to help the task developer understand the information to provide: Source data format.
  7. To configure the display properties for the $fromdateformat$, click
    Edit
    , configure the following options, and click
    OK
    .
    Edit display properties
    Value
    Default Value
    Do not configure a default value.
    Editable
    Select
    Yes
    to allow the task developer to configure the date format.
    Required
    Select
    Yes
    to require this template parameter to be set.
    Input Control
    Select
    Text Box
    . Displays a text box so the user can enter the date format.
  8. Enter the following description for the $todateformat$ template parameter to help the user understand the information to provide: Conversion data format.
  9. To configure the display properties for the $todateformat$, click
    Edit
    , configure the following options, and click
    OK
    .
    Edit display properties
    Value
    Default Value
    Do not configure a default value.
    Editable
    Select
    Yes
    to allow the task developer to configure the date format.
    Required
    Select
    Yes
    to require this template parameter to be set.
    Input Control
    Select
    Text Box
    . Displays a text box so the user can enter the date format.
  10. To upload the template using the configured template parameters, click
    OK
    .