Here’s a few things administrators need to do in Stratum.Viewer to prepare Data Import functionality for users. After this setup has been completed, users can access Data Import features in Stratum.Viewer to add and process their data imports.
1. Stratum.Viewer System Configuration Settings –
Verify a registration key for the Stratum Analyst Hub is specified in the Stratum Analyst Hub section of the System Configuration. Data Import is part of the Stratum Analyst Hub.
A registration key for Stratum Cloud Import is required if you want to have Data Steward functionality and if you plan to import from local SQL Server databases or Azure cloud sources. The key needs to be entered in the Stratum Cloud Import section of the System Configuration window.
Specify an upload file location for Data Imports using the provided field in the Process Options section of the System Configuration window. Copies of import data files are stored in that location. Import files are your Microsoft Excel files, CSV, Text, or other types of source files that contain imported data. See Specify Upload Location.
This task only applies if your environment is licensed for Stratum Cloud Import and you are setting things up so users can import from Azure cloud sources and/or local SQL Server database tables. In the System Configuration window, use the applicable fields in the Cloud Import Locations section to enter the connection details for each of the sources you plan on using for Data Imports.*
*Note: Existing knowledge and experience with Azure is required when setting up Stratum to do imports from Azure cloud sources. Use your knowledge of your Azure implementation to determine the appropriate URL, connection string, and folder details to copy from Azure into the connection detail fields within Viewer.
In the System Generated Emails section of the System Configuration window, specify an email for the “Email From Address” property. It acts as the “From” email for Data Import generated emails. No emails will be sent if this property is left blank. If your environment is a hosted environment, you should use No-Reply@silvoncloud.com as the Email From Address.
Set up “Process Completed” and “Process Failed” email properties for Data Import processing notifications. This includes specifying email addresses of administrators who need to receive processing notifications, the email subject, and the email body text.
2. Stratum.Viewer Category Control – Categories that will be the Target of Data Imports need to be specified as ‘Enhanced’ Categories. Only measures belonging to those categories can have data imported into them via Data Import, either by users or Data Stewards. See Make Categories Available For Use With Data Import.
3. Stratum.Viewer Data Steward Designations – If you will have Security Administrators acting as Data Stewards for your implementation, update their user profiles by enabling the Data Steward option. See Enable Data Steward Features For Security Administrators.
4. Stratum.Connector Missing Members Setting – In the Stratum.Connector Parameter Settings window, verify that the Add Missing Members parameter is selected (the default state is selected). When selected, Connector processes can check for and add missing Master File records that are needed to support Data Import features.