Source

When you create a Data Central rule, you must specify a source for the data on which the rule is to operate. Use the fields on this tab to specify the data source on which the rule is to operate - .

Note: The properties available on the Source tab will depend on the settings in the Data Central project when the rule was created.

Properties when the Source is a Project

When you create a Data Central rule and the source is a project, the properties list is as shown below - .

Figure 1 - The properties when the source is a project

The properties and fields are as follows:

• Source Name - all sources are listed here. These sources can be either Forsta Plus projects or external data sources.
• Source Type - the type of project.

If the Source Type is an external file:

• File Transfer - select this if the file is to be uploaded or picked up from the FTP server, and select the individual files.

If the Source Type is a Forsta Plus project:

• Project ID - this field shows the project ID of the project that is to be used as the data source. You can change to a different project by clicking Select Project.
• Use Test Database - check if you wish to test the rule using data from the project's Test database.
• Interview Status Filter - check the appropriate boxes to specify which categories of response data are to be used.
• Complete responses – selects only data from surveys with the status Complete.
• Incomplete responses – selects only data from surveys with the status Incomplete.
• Screened – selects only data from surveys with the status Screened.
• Quota full - selects only data from surveys with the status Quota Full.
• Error - selects only data from surveys with the status Error.
• Expression - here you can create an expression to filter the data that is to be manipulated by the rule. Click Edit to open the Expression Editor window (go to Expression Editor for more information).
• Date Filter - check to activate the data filter, then specify the start and end dates for the data to be used by the rule.
• Data to be included - in the event the rule is recurring, you can instruct the rule to process all the data specified by the filters above, or only the data that has changed since the previous time the rule was run.
• Columns - select the columns you wish to include;
• All columns - use all columns.
• Select - use only the selected columns - click the Select Columns button to open a selection dialog.
• Survey Data template - as used in the selected template.
• Selected Language - if the project supplying the data has more than one language selected, select the language to be used.
• Text in question labels - select the type of question labels you wish to use. The options are:
• Text Only - the label element will contain only the text of the question.
• Title Only - the label element will contain only the title of the question.
• Title and Text - the label element will contain the question title followed by the question text.
• Question ID - the label element will contain the question id.

Properties when the Source is a File

When you create a Data Central rule and the source is a file, the properties list is as shown below - .

Note: The properties available depend on the File Transfer type selected. This page lists all available properties.

Figure 2 - The properties when the source is a file

The properties and fields are as follows:

• File Transfer - import files can be uploaded directly in the browser, placed on a Forsta FTP server and retrieved from there, or imported from an external FTP server. The remaining properties will depend on which file transfer method you use:
• Use SFTP - select this option if you wish to use protected protocol SFTP (SSH File Transfer Protocol). Note that this option can be preset as a company setting, in which case it will be grayed out and will not be "deselectable".
• Local file - if you wish to upload the source file from your server network (perhaps the file has been stored there after having been sent to you via email), then select this option, click the Upload File link in the line below, then click Browse. A standard browser window opens, in which you can search for and select the file you wish to upload.
• FTP - if your company has licensed the FTP add-on and it has been enabled, this option will be active. You can then fetch the source file from Forsta's FTP location. Type in the file name. Forsta's FTP address is specified as part of the enabling procedure and cannot be changed.
• External FTP - files can be taken from an external FTP location. In this case the file name, Folder Name (at the external FTP location), the Host Name, and the FTP User name and Password must be specified. The Verify connection button is provided to allow you to check whether the FTP settings are correct.
• File handling - select whether you wish to copy the file from the server/FTP site or move it (delete it from the site).
• Schema File / Data File - type in the file names of the files you wish to use.