Define the data sources

These are the basic steps for creating a data sources.

1.	Click Data Sources in the navigation bar.

2.	Click Add.

3.	Select the appropriate data source type from the Source Type drop-down list.

4.	Select or enter information in the fields.

Logical Name – Enter an identifier in the field.

Display Name – Enter a descriptive name in the field.

Description – If desired, provide information about the data source in the field.

Source Name – Enter the name of the feed file.

The Source name cannot contain spaces. For maximum clarity, it is recommended that it be set to the same string assigned above to Logical Name, although that is not required by the application.

The format is unica.<entity type>.<source name>.<YYYYMMDDhhmmss>

Note the following.

The prefix used in the source name 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 letter.

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

For example, if the source name is profile, the feed might be named:

unica.a.profile.20061001

Depending on what Source Type you selected, you may also see one or more of the following fields.

Entity Type Name – From the drop-down list, select the entity that you will track in the data source. If the entity type you need is not listed, click the Add Entity Type link and then add it. An entity type defines the characteristic of a data source. For example, you can define a customer entity type or perhaps an account entity type. When you define an entity type, you also provide that entity type with an ID. The ID is important, because the data in a data source is sorted according to the ID assigned to the entity type. Entity type is represented using a single alphabetic character, such as c for customer.

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. If the connection is not listed, click Add Connection to add it. Connections are required for data sources that are defined as either Database Tables or Lookup Tables.

Connection Name – the name used internally by Detect. The maximum length is 30 characters.

Connection Description – a descriptive name for the connection, one a user can understand.

Provider – select the provider of the database from the drop-down list.

Server – the name of the physical database server. This information is required only when the provider is set to SQLServer.

Database Name – the name that was given to the database service.

User Name – the user name that is used to log onto the database.

Password and Re-enter Password – the password associated with the supplied user name. The password must be re-entered to detect mistakes.

5.	Click Save.

6.	Repeat steps 2 through 5 for each data source that you want to create.