The Run option opens the selected file in the Run view as long as an Output Schema exists.
The Run Convert screen allows you to use the selected Output Schema to transform the selected file to it’s desired output format.
Run Option Availability
The Run action is available in multiple locations within the interface. Specifically, it can be accessed under the following four sections of the gray File Workflow tabs:
- All
- Waiting to Convert
- Converting
- Waiting for Review
Click the tab for any of these options and Run can be selected in the file menu hidden drop down and the Open in Builder options:
Selecting Run will open up the Run Convert screen.
From this screen you can view file information including Owned By, Format, Length, Type, whether there is a Qualifier and whether the file has been Enabled for Auto Convert.
Select Test from the Environment menu to run the file for the first time. Click Run.
As the file proceeds through Run Convert, an icon and text will display on the lower right letting you know the current state the file is in including Waiting, Running, Error and View Report. The selected Environment, Date, Duration, Convert (format, length, type), Log and the Cache checkbox will also display.
When the Run is complete, the View Report icon will display under the Run button. Click on the icon to view the report page.
Once reviewed, you be able to click on the Review Complete icon located at the top of the screen.
View Run Report
The Report page enables you to view Run results and make any needed adjustments and/or corrections before making the final Run for Production. You’ll also have the ability to view the report following the Run in Production.
The Report page provides information including:
Report Overview
This conveys who the file is Owned by, Create Date, File, the Run Environment, and Convert fields. The Report Overview is where you have the ability to check Auto Validate allowing any future Run of the file to automatically validate bypassing the status of Waiting for Review and moving it onto the status of Convert Complete.
Be sure to review the report for accuracy and complete all validations and missing values before checking the Auto Validate checkbox.
Note that Auto Validate does not require Convert to be Enabled in order to work. These features run independent of one another. See Convert for more information on Enabled.
General Counts
This displays the File Row Count and both Input and Output counts. Input Count consists of the raw data prior to conversion and the Output Count represents the transformed data including conversions, mappings and filters.
In addition, the number of Empty Record Drops will display if enabled under Convert on the builder and the number of Convert Drops will display if enabled under Header in the builder or records are explicitly dropped directly from your Code section.
Validations
Any Errors that need to be considered will display here. As Errors are addressed throughout the report, they are removed from the Validations Error list.
Name Validations
This is the number of issues surrounding First and Last Name verifications. This will display the confidence level of the names on the file. An example of an error would be when first/last name are flipped.
Errors
This section allows you to review detected report errors and configure tolerance thresholds accordingly. As Errors are addressed throughout the report, they are removed from the Validations Error list.
Any Errors that need to be considered will display here.
For each error, the following details are displayed:
- Error Description – A brief summary of the error type.
- Count – The total number of occurrences of the error in the file.
- Percent – The percentage of records affected by the error.
- Max % – The maximum allowable percentage threshold for the error.
Errors that exceed the configured Max % are highlighted in red. To adjust the threshold, use the +5% or +10% buttons to increase the Max % incrementally. Once all necessary adjustments have been made, click Save & Validate to apply the changes and revalidate the file.
Note that when an error percent is less than the chosen max threshold percent, the errors are cleared from the Validations list.
If the value is greater than the threshold, the field remains highlighted in red and the errors will continue to display on the Validations list until corrected.
Missing Values
This section provides the Count, Percent and Max % of any Missing Values found in the file. Adjust any Max % values that are highlighted in red and click the Validate button.
Samples
This section provides a view of results for a sample of output rows. To see additional samples, click the forward button. Samples provide the user the ability to visually verify that transformations were performed as expected. Notice that the report also provides a visual of the spaces that are embedded in each string so that they can be cleaned if needed.
Profile Validations
When a field is set to perform Profile Validation in the Output Schema settings, users can define acceptable frequency thresholds for each distinct value encountered in that field. For each item in the Profile Validations list, enter a Min % and/or Max % to specify the acceptable occurrence range.
After configuring the thresholds, click Save & Validate. If the observed frequency percentage for a value falls within the defined range, the associated error will be cleared from the Validations list.
Note that while the system utilizes default thresholds for Errors, you have the ability to customize missing Max % for different Convert Types. See Output Schemas for information on customizing Max Missing.
Data Profiles
Provides information on Field, Count and Percent.
Once the report has been reviewed and all necessary adjustments made, the Save & Validate button will turn green when clicked (this also saves the threshold).
Click Close.
You will be returned to the Run Convert screen and cannow run the file in the Production environment. Select Production from the Environment menu, then click Run again.
Note you are not required to do a TEST run prior to a PRODUCTION run but it is recommended.
Notice that following a Run, the Launch Builder button becomes available in the right upper corner of the screen. Click the button to open the Builder screen.
Click Close to be returned to the Manage Files screen where the status for the file will now display Convert Complete.
Note that if you do not select Review Complete on the Run Convert screen, the Review Complete option will be available from the file menu. The Run option is also available from the file menu.
Notice that from the Run Convert screen you also have the ability to Delete the file and iterate on this flow. See Delete in the File Menu Options for more information on deleting files.
Print Report
To print a report, select Print from the Save & Validate dropdown menu.
The report will open in a new window. Right click to use the system print dialog to open the print screen. From the Print screen you can print the report or save it as a PDF.
Other Builder Features
Label Line
The Label Line consists of the header of the first incoming CSV file or the provided headers in the case of fixed length data. If needed, labels can be changed in the Builder for greater clarity. Label changes will not affect the data.
Field Select Line
Click on the Select field to choose a standardized field name. By not selecting a field to map to, the incoming column will not be written to the output.
Column Options
Field Profile
Click the Profile Field Toggle to view profile field information.
Comments
Click on the Show Field Comments icon to display a Comment field that will present at the top of each column. Click the icon again to close the Comment field. The icon will remain highlighted where comments are present.
Date Format
The Date Format icon will display for field selection of Date. Click the icon to define the format for date. See the included date format options and link for additional or advanced information.
