Connect to DataSight

Connect to DataSight

Linking DSApp to your DataSight database requires you to configure several DataSight components, most likely requiring Administrator level access when using DataSight Administrator. You will also need to refer to DataSight Administrator  and DSApp Help Guides.

As DSApp utilises an FTP Server for downloading and uploading data, you will need:

  • FTP Server's URL or IP address;
  • The username and password of an account on the FTP Server; and
  • The folder name and path for archiving DSApp DSI files after import.

Note

It is suggested that your administrator binds the FTP user account's root folder to the location of the exported DSApp Report (.csv) files.

 

Organisations with an on-premise installation of DataSight will need to:

  1. Contact Seveno when you purchase your first DSApp subscription so that we can upgrade your DataSight Administrator license.
  2. Using DataSight Administrator:
    1. Re-Authenticate your DataSight Administrator license once Seveno has confirmed that it has been upgraded.
    2. Run all database upgrades released in DataSight Administrator Version 3.0.38 on your database. The upgrades will create the 'GetDataSightAppData' SQL view which is used by the 'DSAppReport' saved view report, as well as creating the default Variable Groups and Variables used by DSApp.
    3. Generate DSApp Data, creating the default DSApp Variable Groups and Variables, as well as to add the following Saved Views and Tasks to your database:
      1. 'DSAppReport' Report - used by the 'Generate DSApp Report' automated Task for providing DSApp with information about your database's Levels, Variables, Equipment, Flags, People, Standards and MDE Templates.
      2. 'DSAppDatasheet' Datasheet - used by the 'Generate DSApp Datasheet' automated Task for providing DSApp with data from your database.
      3. 'Generate DSApp Report' Task - used to generate the 'DSAppReport' report file and upload it to your FTP Server.
      4. 'Generate DSApp Datasheet' Task - used to generate the 'DSAppDatasheet' data file and upload it to your FTP Server.
      5. 'Import DSApp Data' Task - used to import DSI files generated by DSApp that have been uploaded to your FTP Server.
    4. DataSight Administrator will also generate a DSApp Configuration File containing all the settings required to link DSApp to your database and allow it to communicate with your FTP Server. Please ensure to make the DSApp Configuration File available to your DSApp users via either email, file share or other method (such as saving it in the Documents section in DataSight).

Organisations with a DataSight Cloud subscription will need to:

  1. Contact Seveno when you purchase your first DSApp subscription so that our IT team can upgrade your database with DSApp functionality.
  2. Provide Seveno with information about your FTP Server (URL/IP address, FTP user account and archive folder name).
  3. Save the DSApp Configuration File received from Seveno which contains all the settings required to link DSApp to your database and allow it to communicate with your FTP Server. Please ensure to make the DSApp Configuration File available to your DSApp users via either email, file share or other method (such as saving it in the Documents section in DataSight).

Both DataSight on-premise and Cloud subscribers will need to perform the below steps.

  1. Using the DataSight client:
    1. Create or update your Manual Data Entry Templates to assign the Variable(s) and Level(s) you wish available within DSApp.
    2. Set Variable Groups and Variables used with DSApp, or use the default configuration.
    3. Update the schedule of the 'Generate DSApp Report' automated report task used to publish and upload the DSApp Report file to your FTP Server. The default schedule is set to run once per hour.
    4. Update the filter on your 'DSAppDatasheet' datasheet saved view to define what data you would like available to view within DSApp. The default filter exports the last seven days of data.
    5. Update the schedule of the 'Generate DSApp Datasheet' automated datasheet task used to export data for viewing in DSApp. The default schedule is set to run once per hour.
    6. Update the schedule of the 'Import DSApp Data' automated import task used to import DSApp files. The default schedule is set to run once per hour.
    7. Run the 'Generate DSApp Report' and 'Generate DSApp Datasheet' Tasks to generate the 'DSAppReport' and 'DSAppDatasheet' data files required by DSApp.
  2. Using DSApp:
    1. Import your DSApp Configuration File generated by DataSight Administrator, or using the appropriate FTP information, configure DSApp SETTINGS for your FTP Server manually.
    2. Update the DSApp report and datasheet files used by DSApp with the latest version available on your FTP Server.
  3. Note

    The default settings for the Saved Views and automated Tasks used to link DSApp to your DataSight database can be found in the Link DSApp topic of the DataSight Help Guide.

    The 'DSAppReport' saved view report and the 'Generate DSApp Report' automated Task are required by DSApp and should not be renamed or modified (except for updating the schedule on the automated task). Other Tasks and Saved Views generated in the default set can be customised once linkages are understood.

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