PENTAHO BUSINESS INTELLIGENCE PLATFORM PDF
PENTAHO BUSINESS INTELLIGENCE PLATFORM UPDATE
PENTAHO BUSINESS INTELLIGENCE PLATFORM PASSWORD

In Settings Options we have new parameters: The connection option is equal as described in Salesforce Input. Send data to Salesforce from other databases or from Salesforce.

PENTAHO BUSINESS INTELLIGENCE PLATFORM PDF

If we need send images (.jpeg) or pdf (.pdf) directly to SF we load these type of fields using JAVA to convert binary files to the base64. The base64 displays images or PDFs present in SF. With SOQL we get all the fields inside on SELECT function.ДЄnd for these cases, we need to do the manually changes. Without SOQL we get all the module fields. Inside the last tab, we can see all fields from the query inside the first tab. Limit is for configuring the maximum number of records to retrieve from the query.Because when you tick it, the system will direct all calls to the API and send all in.

Use Compression is useful to get more performance from the process.

Time out is useful in asynchrony systems because we can configure the timeout interval in milliseconds before the step times out.

In Additional field option we have three options:

We have more one native field IsDeleted with data type = Boolean that shows if the record was removed (IsDelete = true) or not (IsDelete = false).

Id (Salesforce Id) present in URL as a string of 18 characters (Java config.) displays the register.

We can use these fields to get data updated in SF.

The LastModifiedDate and LastModifiedID shows the data time and the user who modified the record.

CreatedById and CreateDate are fields that shows the user and data time when records were created.

We only can see the data associated with these specific fields if weвЂ™re using the SOQL or PDI to access these fields. However we cannot see these fields in layout or on builder schema in SF. The Salesforce has native fields very useful for controlling the process. How does PDI know if records are new/updates or deletes?

If you untick the tick from Query All Records parameters, we only get insert/update registers.

PENTAHO BUSINESS INTELLIGENCE PLATFORM UPDATE

All (get new/update records and delete records), Update (get only inserts and update records).

If we want to get all records from Salesforce (I mean, if we want to get delete records and insert records) you need place a tick in Query All Records, and choose from the parameters below one of the following options:.

Specify query: W ithout active (like we can see in the image below) we only need to choose the module (the table containing records that we need to access).ДЇor the next tab (Content) we have the following parameters options:.

PENTAHO BUSINESS INTELLIGENCE PLATFORM PASSWORD

Password: Password + Token (the company provides the token for us add to the password in Kettle.Properties) i.e: PASSWORDTOKEN.

Username: Username Access to the Platform (i.e.

Xpansa offered as a solution to use Pentaho BI Suite.We can use the Salesforce input step inside PDI to get data from Salesforce using SOQL just be aware you can only use up to 20,000 characters to create the query.

Support single sign on (SSO), users shouldnвЂ™t login twice when switching between systems.

BI application should implement permissions from customer portal applicationДЄpplications should be visually identical.

Application for embedded analytics must be able to communicate with the customer portal application.

Users should not know that they use two different applications for portal and analytics capabilities.

The integration of a Business Intelligence (BI) platform with the application architecture will enable users to choose where in the business process the analytics should be embedded.Д¬lient wanted to provide Business Intelligence solutions to his customers on customer portal. These capabilities can be outside the application, but must be easily accessible from inside the application, without forcing users to switch between systems. Embedded analytics вЂ“ is the usage of reporting and analytic capabilities in business applications.

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