This topic contains the default settings for the Saved Views and automated Tasks used to link DSApp to your DataSight database.

When DSApp is provisioned for your DataSight database and upgrades are run specific to DSApp, the requisite DSApp files and tasks are created automatically by DataSight Administrator for your convenience (Default DSApp Configuration).

By creating a Default DSApp Configuration, you are automatically undertaking the steps listed hereafter.

There is some scope to manually create and update these elements and it is worthwhile taking the time to understand what must be preserved to ensure data flows seamlessly between DataSight and DSApp. 

Generate a DSApp Report

1. Click Report Designer from the Output group on the DataSight Ribbon.
2. On the bottom-left of the invoked Query Editor window, click Run Query Builder….
3. In the invoked Query Builder window, locate and double-click GetDataSightAppData on the list of available tables on the left. This will add GetDataSightAppData to the list of data tables to be used on the right.
4. Enable the check box for * (All Columns) on the added GetDataSightAppData table and click OK. You will be taken back to the Query Editor window.
5. Click Finish. This will open the Report Wizard.
6. On the invoked Report Wizard, click the >> button to move all the items listed under Available Fields to the Fields to Display in a Report section and click Finish. This will open the Report Designer.
7. In the Report Designer, click Open from the Report group on the Report Designer Ribbon.
8. Navigate to the location where you have downloaded the DSApp report template to and select repx and click Open.
9. Report Designer will adjust the layout of the report to match the requirements of DSApp.
10. Click Save from the Report group of the Report Designer Ribbon.
11. Enter a name for your report and click Save, (DSAppReport is the recommended default name).

Automatically Publish the DSApp Report

1. From within the Tasks grid view, click the New button from the Quick Access Toolbar. The New Tasks dialogue window appears.
2. Enter a name for your Task, and select Report as the Task Type.
   1. The default task name is 'Generate DSApp Report'.
3. Choose the saved DSAppReport from the Report
4. Select CSV as the format from the File Format List (in order for DSApp to be able to load the report file, it MUST be exported in CSV format).
5. To the right of File Name, click ... to specify the FTP site to which the report will be exported and has been set up for use by DSApp.
   1. The default folder for the task is the FTP user's home folder.
   2. The default filename is in the format 'ftp://FTP_SITE@USERNAME:PASSWORD/DATABASE_NAME_Report.csv', where:
      1. FTP_SITE is the URL or IP address of your FTP Server;
      2. USERNAME is the username of the FTP user account;

• PASSWORD is the password of the FTP user account; and

1. DATABASE_NAME is the name of your DataSight database.

6. Schedule the recurring creation of the report, based upon how often you may alter your associated MDE templates.
   1. The default schedule is for the task to run once per hour.
7. Check Overwrite at recurrence to replace the existing file with the output file in the destination location each time the report is generated.
8. Click OK.
9. Remember to click Save in the Quick Access Toolbar.

Create a DSApp Datasheet

1. Click the Datasheet button from the View group on the DataSight Ribbon. The Datasheet grid-view is displayed in the main panel.
2. Click the button (next to And) in the Filter Panel, to add new filter condition.
3. Click the 1st part and select Day from the drop down list of all fields.
4. Click the 2nd part and select Day - Last Day(s).
5. Click the 3rd part and type 7.
6. Click Save from the Report group of the Report Designer Ribbon.
   1. The default name for the datasheet is 'DSAppDatasheet'.

Automatically Export the DSApp Datasheet

1. From within the Tasks grid view, click the New button from the Quick Access Toolbar. The New Tasks dialogue window appears.
2. Enter a name for your Task, and select Datasheet as the Task Type.
   1. The default task name is 'Generate DSApp Datasheet'.
3. Choose the saved 'DSAppDatasheet' from the Saved View
4. Select CSV as the format from the File Format List (in order for DSApp to be able to load the datasheet file, it MUST be exported in CSV format).
5. To the right of File Name, click ... to specify the FTP site where the datasheet will be exported and has been set up for use by DSApp.
   1. The default File Name is in the format 'ftp://FTP_SITE@USERNAME:PASSWORD/DATABASE_NAME_Datasheet.csv' where:
      1. FTP_SITE is the URL or IP address of your FTP Server;
      2. USERNAME is the username of the FTP user account;

• PASSWORD is the password of the FTP user account; and

1. DATABASE_NAME is the name of your DataSight database.

6. Schedule the recurring creation of the datasheet, based upon how up-to-date you wish data in DSApp to be.
   1. The default schedule is for the task to run once per hour.
7. Check Overwrite at recurrence to replace the existing file with the output file in the destination location each time the datasheet is generated.
8. Click OK.
9. Remember to click Save in the Quick Access Toolbar.

Create a DSApp Import Task

1. From within the Tasks grid view, click the New button from the Quick Access Toolbar. The New Tasks dialogue window appears.
2. Enter a name for your Task, and select DSApp Import as the Task Type.
   1. The default task name is 'Import DSApp Data'.
3. To the right of File Name, click ... to specify the FTP site where DSApp files will be imported from.
   1. The default File Name is in the format 'ftp://FTP_SITE@USERNAME:PASSWORD/*.dsi' where:
      1. FTP_SITE is the URL or IP address of your FTP Server;
      2. USERNAME is the username of the FTP user account; and

• PASSWORD is the password of the FTP user account.

4. Select Move the file as the After Import
5. Enter the Target Location where DSApp files will be moved to after import.
   1. The default Target Location is in the format 'ftp://FTP_SITE@USERNAME:PASSWORD/Archive/'.
6. Schedule the recurring import, based upon how often you may submit your DSApp files to your FTP Server.
   1. The default schedule is for the task to run once per hour.
7. Click OK.
8. Remember to click Save in the Quick Access Toolbar.

See also:

• DSApp
• Configure DSApp
• Set DSApp Variable Groups and Variables
• DSApp Import
• MDE Templates and DSApp
• Report Designer
• Automatically Import DSApp Files
• Automatically Publish Reports