Tools → Schema Manager

About the Schema Manager

The Schema Manager allows a tenant user with the necessary access rights to search for, create, and manage the following:

  • Physical schemas
  • Internal, external, and filter expression session variables
  • Global variables
Note

The Global Variables tab is available in the Schema Manager starting with release 4.9.

Schema Manager access rights

A user that belongs to a group with the Schema Manager or the SuperRole role can access the Schema Manager. To access the Schema Manager for a given tenant, in the Navigation bar, select Schema.

Note

In addition to global variables that are available to all tenant users, a user that belongs to a group with the Analyze User or Individual Analyzer role can access objects created in the Schema Manager (physical schemas and session variables) and shared with this user when developing or editing dashboards in the Analyzer.

Schema Manager anatomy

The Schema Manager consists of the following:

  • Action bar
  • Context bar
  • Search bar
  • List view

Action bar

The Action bar shows the page title.

+ New in the Action bar opens the Add New menu. The Add New menu options are:

  • Create Schema
  • Schema Wizard
  • Import Schema

  • Session Variable

    • External Variable
    • Internal Variable
    • Filter Expression
  • Global Variable

Context bar

The Context bar consists of three tabs: Schema, Session Variables, and Global Variable. Tab selection determines the search context as well as the List view results.

Note

When the Context bar tab selection is Schema, the size of the data on the disk is displayed, and the Refresh (circle with arrow icon) is available to refresh the list view and recalculate the data size.

The Search bar contains a search text box. Search for any part of a given search term. When the Context bar tab selection is Schema, the search returns a result list of zero or more physical schemas. When the tab selection is Session Variables, the search returns a result list of zero or more session variables, whether internal, external, or filter expression session variables. When the tab selection is Global Variables, the search returns a result list of zero or more global variables.

The Search bar shows:

  • The number of items in the result list
  • The number of selected items in the result list with the option (x) to deselect the items

  • Other options that may vary depending upon the Context bar tab selection, the number of selected items, and the user access rights:

    • When the Context bar tab selection is Schema, More Options (⋮ vertical ellipsis) appear. The available options are:

      • Export: use to export the selected physical schemas to an Incorta package
      • Delete: use to delete all selected physical schemas
      • Create Email Notification: use to create an email notification for the selected physical schemas
    • When the Context bar tab selection is Session Variables and you select multiple items that you can edit (i.e. items that you own or have Edit access rights to), Delete (trash can icon) is available. Use it to delete all selected items.

    • When the Context bar tab selection is Session Variables, and you select only one item that you can edit (i.e. an item that you own or have Edit access rights to), the following options appear:

      • Edit (pen icon): use to edit the selected item
      • Share (people icon): use to share the selected item
      • Delete (trash can): use to delete the selected item
    • When the Context bar tab selection is Global Variables, Delete (trash can icon) is available. Use it to delete all selected items
Note

You can delete only items that you have Edit access rights to.

List view

The List view shows all results for a given search term and search context. By default, the list view only shows items where the given user has at least view access rights to the items.

Note

Only the SuperUser tenant administrator can view all items, regardless of the access rights to the objects.

The List view shows a specific number of items at a time: 40 items for the Schemas tab and 20 for the Session Variables and Global Variables tabs. For lists with more than this number of items, the List view contains page controls. The page controls allow the user to navigate pages forwards or backwards as well as to the first page or to the last page of items.

Schemas list view

By default, the Schema items appear in alphabetical, ascending order. To sort the items by the column values in either ascending or descending order, select a specific column header. For any schema row, select any column other than the Status and Last Load links, to open the item in the Schema Designer.

For Schemas, the List view shows the following properties:

Property Control Description
Select All check box Header control to add or remove all list view page items to a group for deletion, export, or email notification creation
Select Item check box Select to add or remove an individual item to a group of zero or more items for deletion
Name text The name of the physical schema
Last Successful Load timestamp The date and time of the last successful load job for the physical schema, if any
Owner text The display name of the user creator
Modified By text The display name of the user that last modified the physical schema
Status link The status of the last or current load job. Hover over it to display the time spent for each phase in the load job. Select it to go to the job details.
Last Load link A letter that represents the type of the last or current load job and its start date and time, if any, regardless of the job status. The letter is one of the following:
  • F for Full load
  • I for Incremental load
  • S for Staging
    Select the timestamp link, if any, to go to the job details.
    		•
    Next Load timestamp The type, date and time for the next scheduled load job, if any
    Data on Disk text The total data size of all files related to the physical schema on disk including Parquet and Direct Data Mapping files
    More Options → Edit Description menu link Opens the Edit Description dialog
    More Options → Performance Optimization menu link Opens the Optimize Table Performance dialog
    More Options → Change Load Order menu link Opens the Choose Load Order dialog
    More Options → Schedule menu link Opens the Add Schema Load dialog
    More Options → Share menu link Opens the Share dialog
    More Options → Export menu link Opens the Export Schema(s) dialog
    More Options → Create Email Notification menu link Opens the Create Email Notification dialog
    More Options → Delete menu link Opens the confirmation dialog for the physical schema deletion

    Session Variables list view

    By default, the Session Variable items appear in alphabetical, ascending order. For Session Variables, the list view shows the following properties:

    Property Control Description
    Name text The name of the session variable
    Description text The description of the session variable, if any
    Type text The session variable type:
  • External
  • Internal
  • Filter Expression
    		•
    Permission text Shows the access rights:
  • View
  • Share
  • Edit
    		•
    Owner text The display name of the user creator
    Edit (pen icon) icon link Opens the item details dialog (depending upon the session variable type) for editing:
  • External Variable dialog
  • Internal Variable dialog
  • Filter Expression dialog
    		•
    View (eye icon) icon link Opens the item details dialog for viewing only. This button is available if you have view or share access rights to the session variable.
    Share (people icon) icon link Opens the Share dialog. This button is available if you have view or share access rights to the session variable.
    Delete (trash can icon) icon link Opens the confirmation dialog for the session variable deletion

    Global Variables list view

    By default, the Global Variable items appear in alphabetical, ascending order. For Global Variables, the list view shows the following properties:

    Property Control Description
    Name text The name of the global variable
    Description text The description of the global variable, if any
    Owner text The display name of the user creator
    Edit (pen icon) icon link Opens the Edit Global Variable dialog
    Delete (trash can) icon link Opens the confirmation dialog for the global variable deletion

    Schema Manager actions for physical schemas

    With the Schema Manager, you can perform the following actions for physical schemas:

    Schema Manager access rights matrix

    As a user that belongs to a group with the Schema Manager or the SuperRole role, you can access the Schema Manager. You can import physical schemas and create them, whether with the Schema Wizard or the Schema Designer. However, to be able to view, search for, or manage items on this page, you need to have the suitable access rights to them.

    The following table shows the required access rights for each action.

    Action/Access Rights Owner/Edit Share View
    Schema → View on list ✔ ✔ ✔
    Schema → Search for or filter ✔ ✔ ✔
    Schema → View details ✔ ✔ ✔
    Schema → View Description ✔ ✔ ✔
    Schema → Add/Edit Description ✔
    Schema → Edit details ✔
    Schema → Export ✔ ✔ ✔
    Schema → Create email notification ✔ ✔ ✔
    Schema → Optimize table performance ✔ View only View only
    Schema → Manage load order ✔ View only View only
    Schema → Schedule load ✔
    Schema → Share ✔ ✔ View only
    Schema → Delete ✔

    Create a physical schema with the Schema Wizard

    Important

    Validation Rules for a physical schema name

    A physical schema name…

    • Must be unique
    • Must be between 1 and 250 characters in length
    • Must begin with an alpha character, lower or upper case
    • After the first alpha character, can contain zero or more alphanumeric characters in lower, upper, or mixed case
    • After the first alpha character, can contain zero or more underscore (_) or Dollar sign ($) characters
    • Besides underscore (_) and Dollar sign ($), cannot contain special characters, symbols, or spaces

    Here are the steps to create a physical schema with the Schema Wizard:

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Schema Wizard.

    • In (1) Choose a Source, specify the following:

      • In Enter a name, enter the physical schema name.
      • In Select a Datasource, select the external data source.
      • Optionally, create a description.
    • In the Schema Wizard footer, select Next.
    • In (2) Manage Tables, in the Data panel, select the name of the Data Source, and then select the tables, files, or worksheets you want or select the Select All check box to select all tables, files, or worksheets depending upon the data source you selected.
    • In the Schema Wizard footer, select Next.
    • In (3) Finalize, in the Schema Wizard footer, select Create Schema.

    Create a physical schema with the Schema Designer

    Before creating a physical schema with the Schema Designer, review References → Connectors → for specific table property definitions.

    Here are the steps to create a physical schema using the Schema Designer:

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Create Schema.
    • In Name, specify the physical schema name, and select Save.

    • In Start adding tables to your physical schema, select one of the following:

      • Schema Wizard: to use the Schema Wizard to select the tables, files, or worksheets you want to add
      • Incorta Analyzer: to use the Analyzer to create a table or aggregated table insight as a physical schema Incorta Analyzer table
      • Incorta SQL: to use Incorta SQL Engine to create an Incorta SQL table by querying objects in the same or other physical schemas . In release 5.0, the Incorta SQL table is still a lab feature that you need to enable before use.
      • SQL Table: to create a SQL table from different data source types, such as MySQL, Oracle, IBM DB2, Cassandra (Simba), NetSuite Suite Analytics, Presto, SAP Hana, and BigQuery
      • File System: to create a table from a local data file
      • Cassandra: to create a table from an Apache Cassandra data source
      • Cisco Meraki: to create a table from a Cisco Meraki data source
      • Data Lake: to create a table from a Data Lake data source
      • DynamoDB: to create a table from an AWS DynamoDB data source
      • Essbase: to create a table from an Oracle Essbase data source
      • Freshservice: to create a table from a Freshservice data source
      • Google Sheets: to create a table from a Google Sheets data source
      • Kafka: to create a table from an Apache Kafka data source
      • NetSuite: to create a table from a NetSuite Web Service data source
      • OneLogin: to create a table from a Onelogin data source
      • Oracle Cloud Applications: to create a table from an Oracle Cloud Application data source
      • SalesForce: to create a table from a Salesforce data source
      • ServiceNow: to create a table from a ServiceNow data source
      • SharePoint: to create a table from a SharePoint data source
      • Splunk: to create a table from a Splunk data source
      • Zuora: to create a table from a Zuora data source
      • Materialized: to create a Materialized View
      • Alias: to create an alias that references a selected physical schema object, in the same physical schema or other physical schemas
    • In the Data Source dialog, specify the properties for the given object.
    • Select Add.
    • In the Table Editor, in the Table Summary section, enter the physical schema object name.
    • To save your changes, in the Action bar, select Done.

    Import one or more physical schemas

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Import Schema.
    • In the Import Schema dialog, optionally select the Overwrite existing schema check box to overwrite existing physical schemas that share the same name with the new imported physical schemas, if any.

    • Do one of the following:

      • Drag the .zip file that contains the physical schema(s) that you want to import to the Import Schema dialog.
      • Select Click or drag a file here to upload to select the .zip file, and then select Open.
    • Wait until the physical schema(s) and scheduled load job(s), if any, are downloaded. In the Import Results dialog, review the status of the import operation for the physical schema(s) and the scheduled load job(s), if any.
    • Select Close.

    The following are the details in the Import Results dialog:

    Property Description
    Name The name of the physical schema or scheduled load job
    Type The type of the imported item: Schema or Scheduler
    Status The status of the import operation. It can be one of the following:
  • Created
  • Overwritten
  • Failed
    If the import operation fails, the reason is displayed. If the physical schema import operation fails, related scheduled load jobs are not imported even if the same physical schema already exists.
    		•

    View a list of physical schemas

    • In the Navigation bar, select Schema.
    • On the Schemas tab, review the list view of physical schemas.

    Search for a physical schema

    • In the Navigation bar, select Schema.
    • On the Schemas tab, in the Search bar, enter a search term.
    • Review the list view of physical schemas.

    To reset the search, in the Search bar, in the search box, select the remove button (x).

    Filter physical schemas by load status

    • In the Navigation bar, select Schema.
    • On the Schemas tab, in the list view header row, select the filter icon next to Status.

    • Select one or more load statuses to filter the physical schemas list view by. The load status options are:

      • Succeeded
      • Finished With Errors
      • Failed
      • Interrupted
      • Running
      • In Queue
    • Select OK.

    Reset the load status filter

    • In the Navigation bar, select Schema.
    • On the Schemas tab, in the list view header row, select the filter icon next to Status.
    • Select Reset.

    Edit a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema that you own or have edit access rights to, select any part of the row except the Status and Last Load links.

    • In the Schema Designer, you can do the following:

      • view a list of the physical schema objects and joins
      • add, edit, or remove physical schema objects
      • add, edit, or remove joins between the physical schema objects
      • load data for the physical schema
      • load data for a selected physical schema object
      • view or manage load jobs
      • open the Table Editor for a selected physical schema object
      • switch to the Diagram view
      • open the Join Editor for a select join
      • explore physical schema data
      • add or edit a physical schema description
      • optimize performance for the physical schema objects
      • change the load order of the physical schema objects
      • schedule the load of a physical schema
      • share a physical schema
      • create physical schema load email notifications

    View physical schema details

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema, select any part of the row except the Status and Last Load links.

    • In the Schema Designer, you can do the following:

      • view load jobs
      • view physical schema objects and joins
      • view physical schema object details, such as the columns, formula columns, and load filters
      • explore physical schema data
      • view the physical schema diagram
      • view or edit the share options for the physical schema depending upon the access rights
      • view the physical schema description, objects load order, and performance optimization settings for the physical schema objects
      • create a physical schema load email notification

    View the load job details for a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema, select the Status or Last Load link.
    • In the Load Job Viewer, review the details of the load jobs for the physical schema.

    Add or edit a physical schema description

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Edit Description.
    • In the Edit Description dialog, enter or update the physical schema description. You can enter up to 500 alphanumeric characters, including spaces and special characters.
    • Select Save.

    Optimize performance for physical schema objects

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Performance Optimization.
    • In the Optimize Table Performance dialog, in the objects list, for each object you want to optimize the performance, select the check box, and for each object you do not want to optimize the performance, clear the check box.
    • Select Save.
    Note

    For objects that you enable for performance optimization, the Analytics Service will load the snapshot files from Shared Storage (Staging) into its in-memory Direct Data Mapping engine. For unselected objects, the Loader Service will load data only into Shared Storage, which can slow the speed of creating insights; however this will reduce the load time.

    Change the load order of physical schema objects

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Change Load Order.

    • In the Choose Load Order dialog, you can do the following to manage the table groups before changing their load order:

      • For each table or Materialized View that you want to add to a new load group, select the check box, and then select Add to New Group.
      • For each table or Materialized View that you want to add to an existing load group, select the check box, and then select Add to Existing Group.
      • To reset table grouping and order, select Revert to Default.
    • To set the order of a table group, select the up arrow (to the right of the group name) to move the group upwards, or select the down arrow (to the right of the group name) to move the group downwards. Repeat this action until you order the table groups as required.
    • Select Save.

    Schedule the load of a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Schedule.
    • In the Add Schema Load dialog, in Schema Load Name, enter the name of the scheduled load job. You can enter up to 255 alphanumeric characters, including spaces, special characters, and emojis.
    • In Description, optionally enter a description for the scheduled load job. You can enter up to 255 alphanumeric characters, including spaces, special characters, and emojis.
    • The Schema box shows the selected physical schema.

    • In Load Type, select the load type. The available options are:

      • Full
      • Incremental (default)
      • Staging

    • In the Every section, specify the frequency and recurrences of this job.

      • Enter a number.
      • Select the time measure unit: minutes, hours, days, weeks, or months.
      • Select the No recurrence check box to run this job only once.
    • In the Starting At/At section, specify the time to run this job. Select the time and time zone.

    • Specify the validity period of the scheduled load job:

      • If the job is recurring, in the From section, do one of the following:

        • Select the start date and keep the Does not end check box selected to run it forever.
        • Select the start date, clear the Does not end check box, and select the end date to run the job during this period.
      • If the job is not recurring, in the On section, select the date to run this job.
    • Select Add.
    Note

    Scheduled load jobs appear in the Scheduler, under Schema Loads. A user with the appropriate access rights to the Scheduler can manage these jobs, in addition to creating new jobs.

    Share a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Share.

    • In the Share dialog, you can do the following:

      • remove an existing user or group
      • modify the existing access rights for a user or group
      • add a new user or group with the required access rights

    Export a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Export.
    • In the Export Schema(s) dialog, optionally select the Include scheduled jobs check box to include scheduled load jobs related to the selected physical schema in the export operation.
    • Select Export. The exported physical schema .zip file is downloaded to the Downloads folder.

    Export one or more physical schemas

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for each physical schema that you want to export, select the check box.
    • In the Search bar, next to Selected, select More Options (⋮ vertical ellipsis).
    • Select Export.
    • In the Export Schema(s) dialog, optionally select the Include scheduled jobs check box to include scheduled load jobs related to the selected physical schema(s) in the export operation.
    • Select Export. The exported physical schema(s) .zip file is downloaded to the Downloads folder.

    Create physical schema load email notifications

    Important

    Notifications require a tenant email configuration for an outgoing email server using SMTP or EWS in the Cluster Management Console (CMC).

    Created notifications appear on the Scheduler, under Schema Notifications. A user with the appropriate access rights to the Scheduler can manage these notifications, in addition to creating new ones.

    Create an email notification for a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Create Email Notification.
    • In the Create Email Notification dialog, enter the details of the email notification. For more information, see Email notification details.

    Create an email notification for one or more physical schemas

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for each physical schema that you want to include in the email notification, select the check box.
    • In the Search bar, next to Selected, select More Options (⋮ vertical ellipsis).
    • Select Create Email Notification.
    • In the Create Email Notification dialog, enter the details of the email notification. For more information, see Email notification details.

    Email notification details

    When you create an email notification for a given physical schema or multiple physical schemas, in the Create Email Notification dialog, enter the following:

    • In Notification Name, enter the name of the new email notification. The length of the notification name must be between 1 and 255 alphanumeric characters, including spaces and special characters.
    • In the Notify On section, select the Success and/or Failure check boxes to specify the load operation status that triggers sending the notification email.

    • The Select Schema(s) section, by default, shows the physical schema|(s) selected. You can do the following:

      • In Search any schema name, enter a search term to search for specific physical schemas, and then in the search result list, select the physical schema(s) you want.
      • Select the Select All check box to include in the email notification all physical schemas you have access to or all physical schema(s) in the search result list.
      • In the physical schemas list or search result list, for each physical schema that you want to include in the email notification, select the check box.

    • In the Recipients section, to add a recipient, in Search Names, Emails, and Groups, do one of the following:

      • To add a user or group of users, enter a search term to search for users or groups in the tenant, and then select the user or group from the search result list.
      • To add an external recipient, enter the email address, and then select the external recipient.
    • In the Recipients list, for each recipient, select V (down arrow) to the right of the recipient name or email, and then select where the given recipient should go to: the To list, Cc list, or Bcc list.
    • Optionally, in Body, enter the email body text. The body text you enter appears in the notification email before an auto-generated text. You can enter up to 4000 alphanumeric characters, including spaces and special characters.
    • Select Done.
    Note

    When you create an email notification that contains multiple physical schemas, the recipient(s) receives a separate email for each physical schema. Recipients on the Bcc list do not appear on the received email, while those on the To and Cc lists do appear.

    The notification email contains the following:

    • the email body text you entered, if any
    • the notification name
    • the display name of the notification user creator
    • the physical schema name
    • the physical schema load status
    • the load date and time
    • the load duration
    • a link to the Load Job Viewer that contains the physical schema load job summary and details

    Delete a physical schema

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for a given physical schema row, select More Options (⋮ vertical ellipsis).
    • Select Delete.
    • In the dialog, select Delete.

    Delete one or more physical schemas

    • In the Navigation bar, select Schema.
    • In the list view of physical schemas, for each physical schema that you want to delete, select the check box.
    • In the Search bar, next to Selected, select More Options (⋮ vertical ellipsis).
    • Select Delete.
    • In the dialog, select Delete.

    Schema Manager actions for session variables

    Using the Schema Manager, you can perform the following actions for session variables:

    Important

    Validation Rules for a session variable name

    A session variable name…

    • Must be unique
    • Must be between 1 and 250 characters in length
    • Must begin with an alpha character, lower or upper case
    • After the first alpha character, can contain zero or more alphanumeric characters in lower, upper, or mixed case
    • After the first alpha character, can contain zero or more underscore (_) characters
    • Besides underscore (_), cannot contain special characters, symbols, or spaces

    Create an external session variable

    An external session variable stores a scalar value or an array of values from the result of a query to an external data source. For more information, please refer to Concepts → External Session Variable

    Here are the steps to create an external session variable:

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Session Variable → External Variable.
    • In the External Variable dialog, in Name, enter the name of the external session variable.
    • In Description, optionally enter a description.
    • In Data Source, select the data source to query its data.
    • In Query, construct the query to request and retrieve data from the selected data source. The query result is the external session variable value(s).
    • Optionally, select Test to test the query expression for the logged-in user and view the query value(s), if any.
    • Optionally, select Test As, and then search for and/or select a user to test the query expression for the selected user and view the query value(s), if any.
    • Select Add.

    Create an internal session variable

    An internal session variable stores a scalar value or an array of values from the result of an internal query expression. Using the Formula Builder, you can define an internal query expression. An internal query expression queries a physical schema object or runtime business view. In this regard, the adjective “internal” references physical schemas and business schemas within a given tenant. For more information, please refer to Concepts → Internal Session Variable

    Here are the steps to create an internal session variable:

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Session Variable → Internal Variable.
    • In the Internal Variable dialog, in Name, enter the name of the internal session variable.
    • In Description, optionally enter a description.
    • Select Query to invoke the Formula Builder to construct the internal query expression to request and retrieve data from a physical schema object or runtime business schema view. The query result is the internal session variable value(s).
    • Optionally, select Test to test the internal query expression for the logged-in user and view the query value(s), if any.
    • Optionally, select Test As, and then search for and/or select a user to test the internal query expression for the selected user and view the query value(s), if any.
    • Select Add.

    Create a filter expression session variable

    A filter expression session variable is a filter expression created in the Schema Manager. Incorta introduces filter expression session variables to allow you to create a filter expression just once and reference it in different contexts. For more information, please refer to Concepts → Filter Expression Session Variable.

    Here are the steps to create a filter expression session variable:

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Session Variable → Filter Expression.
    • In the Filter Expression dialog, in Name, enter the name of the filter expression session variable.
    • In Description, optionally enter a description.
    • Select Filter to invoke the Formula Builder to construct the filter expression.
    • Select Add.
    Note

    Testing the filter expression session variable will only show the filter expression, as the filter expression is only a boolean expression that returns true or false when evaluated in its context.

    View a list of session variables

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.
    • On the Session Variables tab, review the list view of session variables.

    Search for a session variable

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.
    • On the Session Variables tab, in the Search bar, enter a search term.
    • Review the list view of session variables.

    To reset the search, in the Search bar, in the search box, select the remove button (x)

    Edit a session variable

    You can edit session variables that you own or have edit access rights to.

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.

    • In the list view of session variables, for a given session variable that you can edit, do one of the following:

      • select any part of the row
      • select Edit (pen icon)
      • select the check box, and then in the Search bar, next to Selected, select Edit (pen icon)

    • In the dialog, you can do the following:

      • add or edit the session variable description
      • edit the query expression of an internal or external session variable or the filter expression of a filter expression session variable, and save updates
      • test the session variable as the logged-in user
      • test the session variable as another user
    • To save updates, select Save.

    View session variable details

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.
    • In the list view of session variables, for a given session variable, select View (eye icon) or select any part of the row.
    • In the dialog, review the details of the session variable.

    Share a session variable

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.
    • In the list view of session variables, for a given session variable, select Share (people icon).

    • In the Share dialog, you can do the following:

      • remove an existing user or group
      • modify the existing access rights for a user or group
      • add a new user or group with the access rights

    Delete a session variable

    You can delete items that you own or have Edit access rights to.

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.
    • In the list view of session variables, for a given variable row, select Delete (trash can icon).
    • In the dialog, select Delete.

    Delete one or more session variables

    You can delete items that you own or have Edit access rights to.

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Session Variables tab.
    • In the list view of session variables, for each variable that you want to delete, select the check box. You have to select only items that you own or have Edit access rights to.
    • In the Search bar, next to Selected, select the delete icon (trash can).
    • In the dialog, select Delete.

    Schema Manager actions for global variables

    A global variable is a static variable. Unlike other objects in Incorta, a global variable is available to all tenant users. A user that belongs to a group with the Schema Manager or the SuperRole role can create and manage all global variables in the tenant.

    It is not possible for the value of a global variable to reference another variable, such as an external session variable, internal session variable, or another global variable for dynamic evaluation. It is possible, however, to to edit the value of an existing global variable and to insert the instant value of a date system variable of the type date or timestamp (date system variable of the type integer is not supported) for the value of a global variable of the type date or timestamp, respectively.

    For more information, please refer to Concepts → Global Variable

    Using the Schema Manager, you can perform the following actions for global variables:

    Important

    Validation Rules for a global variable name

    A global variable name…

    • Must be unique
    • Must be between 1 and 250 characters in length
    • Must begin with an alpha character, lower or upper case
    • After the first alpha character, can contain zero or more alphanumeric characters in lower, upper, or mixed case
    • After the first alpha character, can contain zero or more underscore (_) characters
    • Besides underscore (_), cannot contain special characters, symbols, or spaces

    Create a global variable

    • In the Navigation bar, select Schema.
    • In the Action bar, select + New → Global Variable.
    • In the Global Variable dialog, in Name, enter the name of the global variable.
    • In Description, optionally enter a description.

    • In Type, select the type of the global variable. The type of a global variable is an Incorta data type: Available options are:

      • date
      • double
      • integer
      • long
      • string
      • timestamp
    • In Value, enter the global variable value as appropriate to the global variable type.
    • Select Create.
    Note

    Starting with release 5.0, for the value of date and timestamp global variables, you can insert the current value of a date system variable of the type date or timestamp, respectively. Once you insert the value, it cannot be automatically updated; however, you can manually update it.

    For date global variables, you can insert the current value of the following date system variables:

    • $currentDate
    • $currentYearStart
    • $currentQuarterStart
    • $currentMonthStart
    • $currentMonthEnd
    • $currentWeekStart
    • $lastYearStart
    • $lastQuarterStart
    • $lastMonthStart
    • $lastWeekStart
    • $nextMonthStart
    • $dayAgo
    • $monthAgo
    • $quarterAgo
    • $weekAgo
    • $yearAgo

    For timestamp global variables, you can insert the current value of the $currentTime date system variable.

    You cannot use integer date system variables for the value of a global variable.

    View a list of global variables

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Global Variables tab.
    • On the Global Variables tab, review the list view of global variables.

    Search for a global variable

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Global Variables tab.
    • On the Global Variables tab, in the Search bar, enter a search term.
    • Review the list view of global variables.

    To reset the search, in the Search bar, in the search box, select the remove button (x)

    Edit a global variable

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Global Variables tab.

    • In the list view of global variables, for a given global variable, do one of the following:

      • select any part of the row
      • select the edit icon (pen icon)
    • In the dialog, make the necessary configuration updates.
    • Select Ok.

    Delete a global variable

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Global Variables tab.
    • In the list view of global variables, for a given row, select Delete (trash can icon).
    • In the dialog, select Delete.

    Delete one or more global variables

    • In the Navigation bar, select Schema.
    • In the Context bar, select the Global Variables tab.
    • In the list view of global variables, for each global variable that you want to delete, select the check box.
    • In the Search bar, next to Selected, select Delete (trash can icon).
    • In the dialog, select Delete.
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