To define a new data source

Use these steps to create a new data source.

1.	Click Data Sources in the navigation bar.

The screen lists any existing data sources.

2.	Click Add.

The window expands so you can enter information about the data source. Use the Data Source Details section at the bottom of the page to define a new data source.

3.	Select the Source Type from the drop-down list.

The source type describes both the format and the function of the data source. There are four data source types. The format of the source type is either a text file or database table.

The information that you need to provide in step 6 varies, depending on which source type you select in this step.

4.	Use the information below to populate the Logical Name, Display Name, and Description fields.

Logical Name is the name used internally by Detect to recognize the data coming in on this field. This name must be unique within the database. Do not use any spaces.

Display Name is a user-friendly name for the name of the data contained in this data field. This is the name displayed in the component editors. It must be unique within the database. Do not use any leading spaces.

Description provides information about the data field. This is optional information.

5.	In the Source Name field, enter the distinguishing string associated with a file of this type. Do not use any spaces. This name must be unique in combination with the entity type, which means that you can use the same name more than once as long as entity type is different.

For transaction or profile feeds, the source name should be the text that appears in the <sourcename > entry of the feed file. For a database table, the source name is the name of the table, and will probably be the same as what was entered for the logical name.

File names follow the pattern: unica.<entity type>.<sourcename>.<YYYYMMDDhhmmss>

Note the following.

The prefix used can be any of these values: unica, detect, insights, marketsoft, elity. The example above uses unica as the prefix.

The entity type is always a single, lower-case letter in the English alphabet, even if multi-byte characters are used elsewhere in Detect.

The time portion of the datestamp is optional, but provides greater granularity.

6.	The Source Type you selected in step 3 controls which of the following fields you see. Select the values for the fields you see.

Entity Type Name – Select the entity that you will track in the data source. If the entity you want is not listed, click the Add Entity Type link to add it.

If you add a new entity type, the system cannot process it until you associate it with a cluster.

See To define an entity type within the Data Sources manager for details on adding an entity type.

Use Default Profile – Select this option if you want the system to include default profile values for transactions that come in without profiles.

Preload – Select None if you did not preload any data into memory at runtime and Full if you did preload data into memory at runtime.

Connection – Select the name of the connection from the list, which includes user-defined connections and system connections (such as for rule, log, outcome, and visitor). You can re-use the system connections if your lookup tables share a database or schema with the system tables. If your lookup tables are in a different schema or database, define connections for them. Connections are required for data sources that are defined as either Profile Tables or Lookup Tables. If the connection you need is not listed, click Add Connection to add it.

File Encoding – Select an encoding for profile and transaction feed files. The format you specify in this field must match the format in which the feed file is saved.

File Date Format – Select the date format for profile and transaction feed files. The date format you specify in this field must match the date format used in the feed file.

File Currency Format – Select the currency format for profile and transaction feed files. The currency format you specify in this field must match the currency format used in the feed file.

7.	Click Save to add the data source to the list. You may have to page through the list to find the newly-added data source.

8.	Optionally, you can click the Fields icon to define fields for the data source.