In order to start bringing Projector data into AAM, you'll need to set up a Projector Connector. This page teaches you how to do that.
Permissions and Settings
To use the Projector Connector you'll need the following:
- Have the role Data Set Manager in AAM
- Have the ability to create and run reports in Projector
Which reports you can run are determined by your cost center permissions. For example, to run a time card report, you need the Run Time Card Report permission.
Projector recommends the following best practices when importing Projector data.
|Schedule during down time||Try and import data during off hours. This helps keep the system running efficiently when day-to-day users are logged in,|
|Leverage Joined Data Sets||See the help page on joins for more information.|
|Limit report size|
There are several ways to limit the scope of data imported.
Before you can pull data into a data set, you'll need a Projector report with data in it. When you visit your reports tab in Projector, there is an upper section and a lower section. The upper section contains your report definitions. They contain no actual data. The lower section contains reports that have run. They do contain data. You will only be able to retrieve information from actual reports in the lower section.
What you'll likely want to do is create a report, schedule it to run on a periodic basis, and finally save it to the upper section. Each time the report autoruns, it will be added to the lower section and you can then import that data in AAM. You'll also want to schedule a periodic import of the data on the AAM side. The next few subsections walk you through this process.
Start by configuring a report that is accessible via web services. You do this by going to the first tab, Output. Ente:
- A unique Web service code - this is used to identify one report from another
- How long the report should stay accessible for import - The default is 7 days. Longer time periods may incur a storage fee. Realistically, just 1 day is sufficient given you'll import the data into AAM and then be done with the report.
- Authentication Token unique to this report - think of these like passwords. The password gives you access to the report data. Don't give this out to just anyone. Treat it just like you would any password that protects sensitive information.
Most reports will likely run on a recurring basis. So jump to the Schedule tab and pick a time for your report to run. Keep in mind that a limited number of reports can be run at one time. You should probably schedule it during office downtime. That way long running reports won't interfere with day-to-day work. In the screenshot below, I've set this report to run every day at 3am.
When you import the report into AAM, you'll need to specify a user who has access to the report data. By default, whoever ran it gets access. But if you have a special user account for report data, you may want to distribute the report to that user.
Set the remainder of your report setup. Choose the appropriate data fields, row fields, column fields, and parameter settings. Keep in mind our best practices to limit large reports through the use of joins and to only get data that is relevant to your data set.
Run the Report
Click Submit or Submit & Distribute as appropriate. Wait until the report finishes running.
Import into AAM
After your report has run, you can now import the data into AAM. Often the data set to report is a one-to-one relationship. So you'll have one data set for each report in Projector. However, that doesn't have to be true. You can import multiple Projector reports into a single data set. For example, you might run many audit trail reports that track installation changes, then pull them all into a single data set for analysis.
New data set
To create a new data set and import the report, click Upload from data source under the Data sets menu.
Existing data set
To add the report to an existing data set, visit the data set. Then click Data source and then Add.
Click the Projector Connector option.
Enter Report Connection Data
Plug in the information from the report.
- Report Code
- Username (typically an email address and someone who was on the report distribution)
- Auth Token
- Additional Parameters - see Report Web Services for more information, but you probably won't need these.
You can click Preview URL to see the web address AAM will use to try and access your report data. Click the link. If it downloads a csv, you are good to go. If there is an error, then something is wrong with one of the input parameters. Double check that all the values are correct.
Click Continue and you'll be brought into the import template editor. Use of import templates is beyond the scope of this article. See AAM Import Template Editor.
Now that you have your scheduled report in Projector, you'll also need to schedule a corresponding import in AAM. From the Data set summary link, click Schedule Import.
You'll want to leave a little buffer time to make sure that your Projector report completes before you try and import it into AAM. For example, if you schedule the report to run at 3am in Projector, don't try and import it until 4am. This gives a solid hour for the report to run and finish, even if it gets stuck in a report queue. There are a number of data overwriting options here, but they are beyond the scope of this article.
That's it, you are done! You should now be importing Projector data into AAM on a scheduled basis.