General Connection and Import Procedures

Creating Connections

Follow these steps to create a new connection:

Step 1: Navigate to Connections

1. Open Space Explorer

2. Select Connections

3. Click Add New Connection

Step 2: Select Source Type

1. Choose the specific source system (e.g., SAP S/4 HANA, SQL Server, NetSuite)

2. Review the system-displayed relevant connection parameters

3. Click Next

Step 3: Maintain Connection Details

1. Enter connection name and description

2. Provide the following system-specific parameters:

   • Host/URL

   • Port (if applicable)

   • Authentication credentials

   • Additional options (SSL, timeout, etc.)

Step 4: Test Connection

1. Click Test Connection to verify successful connectivity

2. Review error messages, if any.

3. Save the connection.

Step 5: Access Connection in Remote Tables

1. Navigate to Remote Tables after successful creation

2. Locate your connection under Remote Tables

3. Proceed to create table sets and add tables

Creating Table Sets

Once a connection is created, it appears under Remote Tables where you can organize your data.

Creating a Table Set

1. Navigate to Remote Tables

2. Select your connection

3. Click Create Table Set

4. Provide table set name and description

5. Define business context (e.g., "Finance Master Data", "Sales Transactions")

6. Configure table set properties

Table Set Properties

Configure the following properties:

• Default update frequency

• Import rule assignment

Adding Remote Tables

Step 1: Table Discovery

1. Navigate to your table set

2. Click Add Remote Table

3. Browse available source objects

4. Select tables to import

Step 2: Configure Table Settings

1. Define table alias (JustPerform name)

2. Set primary key definition

3. Configure column selection and mapping

4. Apply filter conditions

5. Configure usage type

6. Set data residency requirements

7. Update column list to select columns and key figures

Step 3: Set Access Mode

1. For ERP/API: System automatically sets to replicated

2. For Databases: Choose Virtual or Replicated

3. Configure update strategy

Setting Remote Table Types

Categorize tables for optimal processing:

Creating Import Rules

Import rules are defined at the table set level and can process multiple tables in a single execution.

Step 1: Navigate to Import Rules

1. Select table set in Remote Tables

2. Click Import Rules tab

3. Click Create Import Rule

Step 2: Configure Import Rule

1. Enter Rule Name: Provide descriptive name (e.g., "Daily Finance Master Data")

2. Select Import Type: Choose Full or Delta

3. Select Tables: Choose tables to include in this rule

4. Define Processing Order: Set sequence if dependencies exist

Step 3: Define Import Behaviour

Configure Extraction Mode:

1. Full: Complete refresh of selected tables

2. Delta: Incremental updates (requires delta configuration)

Note: A single import rule can efficiently process multiple related tables, ensuring data consistency and reducing maintenance overhead.

Scheduling Data Imports

Data imports execute through import rules, either on-demand or on schedule.

Scheduled Execution

1. Select import rule

2. Click Scheduling details tab and select Add schedule

3. Create new schedule

Schedule Configuration

Configure frequency options:

Example Schedules:

• Daily at 2:00 AM: 0 2 * * *

• Every 4 hours: 0 */4 * * *

• Weekdays at 6 PM: 0 18 * * 1-5

• Month-end: 0 23 L * *

Monitoring Executions

You can monitor your data imports by:

• Viewing execution history by import rule

• Checking individual table status

• Reviewing performance metrics

• Downloading execution logs

Adhoc Data Loads / On-Demand Execution

On-Demand Execution Process

1. Navigate to table set and select the import rule

2. Click Execute Now

3. Choose one of the execution options:

   • Full or Delta (if configured)

   • Specific tables (optional)

4. Monitor execution progress