process-mining
2023.4
false
- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Process Mining
Last updated Apr 15, 2025
Note: Refer to the Configuring CData Sync section in the documentation of your app template for specific settings for setting up the source connection.
Note: Check the CData Sync documentation for any specific settings or requirements for your source system.
Follow these steps to set up the source connection.
|
Step |
Action |
|---|---|
| 1 | In the CData Sync Admin console, create a new Source connection for your source system.
Note: If your source system is not in the list you can disable the Only installed option to display all available source systems.
|
| 2 | Enter a descriptive name for the source connection in the Connection Name field. |
| 3 | Enter the required properties to set up a connection with your source system. |
| 4 | Create and Test the connection. |
If you want to set up a source connection to load data from
.csv or .tsv files make sure to:
- Select CSV as the source system to which you want to create a connection from the list.
- Set the URI to the path where the
.csvor.tsvfiles are stored. - Set the correct ConnectionType. Use Local when the files are stored on the same server as CData Sync.
- Set FMT to the appropriate value used in the data files.
| Section | Parameter | Value |
|---|---|---|
| Schema | Type Detection Scheme | None |
| Data Formatting | Push Empty Values As Null | True |
|
Miscellaneous | Exclude File Extensions | True |
| Miscellaneous | Include Files | Add ,TSV to the setting if you want to upload .tsv files
|
