Before you continue with this article, follow the steps in DataCollection Frontend and Service.
To configure a data upload to BlueDolphin, you will need to define data source definitions. A data source definition will upload the local data to BlueDolphin as a source.
After installing the frontend, you can start the application. The following screen will be displayed:
You can add a new data source definition by clicking Add:
Please enter a name for the data source definition. Depending on the template you select, the DataCollection Frontend will help you generate the data connection string. In case you would like to connect to a data source for which we do not supply templates, select None. Visit the website ConnectionStrings.com to connect to other data sources.
After you have clicked OK, the definition will be made and you can edit the properties:
The following table describes the various options for the data source definition:
|BlueDolphin Target Collection||
This will be the name of the data source in BlueDolphin. It should be unique, otherwise an existing data source with that name will be overwritten.
|Data Provider||This will show you a list of available data providers on the machine.|
|Connection String||This is the connection string to connect to the local data.|
|Select Statement||This is the select statement that defines what data will be sent to BlueDolphin.|
|Preview||By clicking Preview, you can see the result of the connection string and the select statement. Only the first ten (10) rows will be shown.|
You have to fill in a primary key. The data import uses this to update the data automatically. Choose a unique value (or a combination of values) so that the primary key uniquely identifies the rows in the data.
When you need to make a combination of values as a primary key, please separate the fields using the ";" delimiter:
Example: ID; Name
Example: Name; Business Owner
Please note that field names can contain spaces, but no additional spaces are allowed.
Please also note that field names are case-sensitive.
|Empty before update||When on, the data source in BlueDolphin is emptied before uploading the data.|
|Should this data source refresh in the background||When on, the data source will be refreshed based on the update interval.|
|Update interval||This is the time between updates (in minutes).|
|Start on||This is the date and time on which the interval will start initially.|
To save the data source definition, please click Save in the File menu.
Manual upload of data can be forced by using the synchronization icon (the cloud icon in the upper-right corner).
Using the Sources option in the Admin module in BlueDolphin, you will be able to see the uploaded data sources.