DataFlux Data Management Studio 2.7: User Guide

Adding and Editing Schemes in Scheme Builder

Overview

This topic describes how to add or edit a Transformation Scheme in your QKB. A Transformation Scheme is a file that maps text values to preferred standard representations of those values. Transformation Schemes are commonly referred to simply as "Schemes". We will use the term Scheme in this topic.

Add a new Scheme or update an existing Scheme when the current Schemes in your QKB do not produce the output you desire. To understand Schemes, see the help for the Scheme Builder. See also the existing schemes on the Schemes tab.

Add a New Scheme

Perform these steps to add a new scheme to a locale in a QKB. It is assumed that you have opened the QKB from the Administration Riser, and the Schemes tab is displayed.

1. Click the New Scheme button on the lower toolbar, or select New Scheme from the action menu on the lower toolbar. The New Scheme wizard opens.
2. Enter a name and description for the new scheme and click Next.
3. Select a locale for the scheme and click Finish. The new scheme appears in the scheme list, and the Scheme Builder opens.
4. Add one or more entries to the scheme. To add a new entry, select the Add button at the bottom of the window. Note that entries in a scheme are sorted automatically into alphabetic order; there is no need to order the entries manually.
5. To edit or delete an entry in the Scheme Builder, select an entry, and then the appropriate button at the bottom of the window.
6. You may also wish to import data entries from a text file.
7. If desired, set options values for how your scheme will be applied if it is applied in a DataFlux Data Management Studio data job node.
8. When you are satisfied with your edits, save the scheme. If DataFlux Data Management Studio is open, you will be prompted to reload the QKB.
9. Click Yes to reload the QKB.

Edit a Scheme

It is usually best to copy an existing scheme and modify the copy, rather than modify the original. If you modify an existing scheme, you might break a QKB definition or Data Management Studio Data Job that uses that scheme. Perform these steps to edit a scheme in a locale in a QKB. It is assumed that you have opened the QKB and locale from the Administration Riser, and the Schemes tab is displayed.

1. To open a scheme for editing, double-click on the scheme in the list, or select the scheme and click the Open icon on the lower toolbar. You might also select the scheme and choose Open in the context menu or in the action menu on the lower toolbar. The scheme opens in the Scheme Builder.
2. Add one or more entries to the scheme. To add a new entry to the scheme, select the Add button at the bottom of the window. Note that entries in a scheme are sorted automatically into alphabetic order; there is no need to order the entries manually.
3. To edit or delete an entry in the Scheme Builder, select an entry, and then the appropriate button at the bottom of the window.
4. You may also wish to import data entries from a text file.
5. If desired, set options values for how your scheme will be applied if it is applied in a DataFlux Data Management Studio data job node.
6. When you are satisfied with your edits, save the scheme. If DataFlux Data Management Studio is open, you will be prompted to reload the QKB.
7. Click Yes to reload the QKB.

Meta-operators

The following meta-operators can be specified in the Standard column to produce special behavior when the corresponding value in the Data column is encountered:

//Remove - Removes the data entry if it is found in the input string.

% - Ignores the data entry if it is found in the input string. This is a way to indicate that the author of the scheme considered the data value and determined that it should not be transformed.