Data Experience Deployment

Introduction to Cinchy DXD

CinchyDXD is a utility (downloadable) used to move Data Experiences (DX) from one environment to another. This includes any and all objects and components that have been built for or are required in support of the Data Experience.

The following sections in this document will outline the basics of how to build, export, and install a DX’s.

Items of note moving forward in this document:

• Source Environment - is the environment in which the DX is built

• Target Environment - is the environment in which the DX will be installed

• The example DX is a simple Currency Converter DX that consists of

  • One (1) table

  • One (1) query

• This example does not include the following:

  • NO applets

  • NO integrated clients

  • NO Data Sync Configurations

  • NO Reference Data

  • NO Models

  • NO Groups

  • NO System Colours

  • NO Formatting Groups

  • NO Literal Groups

Future iterations of this document will add to this example's complexity level.

Build the Data Experience (DX)

Table Creation

Create your data experience (DX) in a virtual data fabric.

1. Logon to Cinchy URL: <cinchy source URL> User ID: <source user id> Password: <source password>

2. From under “My Network”, click the Create button

3. Select Table

4. Select From Scratch

5. Create the table with the following properties

6. Click Columns in the left hand navigation to create the columns for the table

7. Click the “Click Here to Add” a column tab to add a column

8. Click the Save button to save your table

Enter Sample Data

1. In your newly created table, enter the following sample data:

Create Query

Create a simple query that pulls information from the Currency Exchange Rate table that will allow a simple currency exchange calculation.

1. From “My Network”, click the create button

2. Select Query

3. In the query builder locate the Currency Exchange Rate table and drag it to the “FROM” line Hint: you will find the Currency Exchange Rate table in the “Sandbox” domain, to expand the “Sandbox” domain, click on the gray arrow (or double click)

4. In the “SELECT” line drag and drop the “Rate” column and enter in the following: SELECT [Rate] * @Amount AS 'Converted Amount' Hint: you will find the Rate column by expanding the Currency Exchange Rate table, similarly to expanding the “Sandbox” domain

5. Enter in the following for the WHERE clause

WHERE [Deleted] IS NULL AND [Currency 1] = @Currency_1 AND [Currency 2] = @Currency_2

6. Click the Execute (or play) icon to run the query

7. Test the query by entering in the following and clicking the submit button

@Amount: 100 @Currency_1: CAD @Currency_2: USD

8. Save the Query by clicking on the Info tab (Left Navigation) 9. Enter in the following details for the query

10. Click the Save button

Package the Data Experience (DX)

Download CinchyDXD Utility

The CinchyDXD utility is used to take all of the components (e.g. tables, queries, views, formatting rules, UDF’s etc…) of a DX and package them up so they can be moved from one environment to another.

The CinchyDXD utility is only required (made accessible) for the environment that is packing up the data experience. It is not required for the destination (or target) environment.

For CinchyDXD to work, you must have CinchyCLI installed. For further installation instructions please refer to CLI (https://cli.docs.cinchy.com/) documentation

To access the Data Experience Deployment utility please contact Cinchy support (support@cinchy.com).

To download the Utility:

1. Login to Cinchy

2. Navigate to the Versions Table

3. Select the Experience Deployment Utility View

4. Locate and download the utility (e.g. Cinchy DXD v1.3.1.zip)

Note: the CinchyDXD utility is only upwards compatible with Cinchy version 4.6+

5. Unzip the utility and place the folder at any location on a computer that also has CinchyCLI installed

6. Create a new folder in the same directory that will hold all of the DX exports generated (e.g. CinchyDXD_Output)

This folder will then hold all of your deployment packages.

7. Launch a Powershell console window

8. From the console, navigate to the CinchyDXD directory

Tip: From within your file explorer window (folder: Cinchy DXD v.X) type “Powershell” into the file path. It will launch a Powershell window already at the folder path.

One Time Setup: Powershell

There is a one (1) time powershell setup that is required when using CinchyDXD.

1. From your Powershell window type cin

2. Hit Tab on your keyboard

3. Hit Enter on your keyboard

You will get an error message (above) that CinchyDXD.ps1 cannot be loaded because the running script is disabled. To resolve this error:

4. From your start menu, search for Powershell and select Run as Administrator

5. When prompted “if you want to allow this app to make changes on your device”, select Yes.

6. In your Powershell Administrator window enter Set-ExecutionPolicy RemoteSigned

7. Hit Enter on your keyboard

8. When prompted with the Execution Policy Changes, enter A for “Yes to All”

9. Close the Powershell Administrator window

10. Navigate back to your Powershell window for the CinchDXD v.X window

11. From your Powershell window type cin

12. Hit Tab and then Enter on your keyboard

The basic CinchyDXD instructions will be displayed. You will be able to execute commands such as exporting and installing a Data Experience.

Cinchy DXD Tables Overview

There are four (4) tables in Cinchy that are used for packing up and deploying a Data Experience.

Note: The Data Experience is defined and packed in what will be referred to moving forward as the “Source Environment”. Where the environment that the Data Experience will be deployed to will be referenced to as the “Target Environment”.

1. Data Experience Definition Table - this is where the data experience is defined (e.g. tables, queries, views, formatting rules, UDF’s etc.)

2. Data Experience Reference Data Table - this is where we define any data that needs to move with the Data Experience for the experience to work (e.g. lookup values, static values that may need to exist in tables - it typically would not be the physical data itself)

3. Data Experience Releases Table - once a Data Experience is exported, an entry is created in this table for the export containing:

   • Version Number

   • Release Binary is the location where you can archive/backup your release history in Cinchy Please Note: if you have your own release management system, you do have the option to opt out of archiving the releases in Cinchy and check the release into your own source control

   • Release Name

   • Data Experience

4. Data Experience Release Artifact Table - stores all of the files that are part of the Data Experience package as individual records along with all of the binary for each record

STEP 1: Define the Data Experience

When setting up a Data Experience definition, you will need one (1) definition for each Data Experience you wish to package and deploy to a given number of Target Environments.

1. Locate and open the Data Experience Definitions table

2. Complete the enter/select the following:

Note: If you make changes to the DX in the future, you are NOT required to build a new Data Experience Definition in this table, you will update the existing definition. If you need to review what the definition looked like historically, you can view it via the Collaboration log.

STEP 2: Define the Reference Data

When setting up a Data Experience Reference Data definition, you will need one (1) definition for each Reference Data table you wish to package and deploy with your Data Experience to the Target Environment.

Note: this table set up will be similar to how you would set up a CLI.

1. Locate and open the Data Experience Reference Data table

Based on the configuration set up in this table, Cinchy will export the data and create CSV and CLI files.

Please note in this example we do not have Reference Data as part of our Data Experience.

STEP 3: Export the Data Experience

Using Powershell you will now export the Data Experience you have defined within Cinchy.

1. Launch Powershell and navigate to your CinchyDXD folder

Reminder: you can launch Powershell right from your file explorer window in the CinchyDXD folder by entering in the folder path “powershell” and hitting enter on your keyboard. Saving you an extra step of navigating to the CinchyDXD folder manually in Powershell.

2. In the Powershell window type in cin and hit tab on your keyboard

3. Hit Enter on your keyboard, you will see a list of commands that are available to execute.

4. In the Powershell command line hit your “up” arrow key to bring back the last command and type export next to it.

5. Hit Enter on your keyboard

The Powershell window will provide you with the required and optional components to export the data experience.

6. Let’s now set up our mandatory export parameters

NOTE: the parameters executed in Powershell can exist on one line in powershell, however for legibility (below) the parameters have been put on separate lines. If you are putting your parameters on separate lines you will be required to have backticks quote ` for the parameters to execute.

NOTE: please ensure that you are using the sample below as a sample. You will be required to provide values that correspond to:

• the URL for the source environment

• the User ID for the user who is performing the export

• the Password for the user who is performing the export

• your folder path for where CLI is stored

• your folder path for where the CLI output files are written to

• the GUID for the Data Experience that is generated in the Data Experience Definition table

• your own version naming convention

• your folder path for where your CinchyDXD output files are written to

Sample: .\CinchyDXD.ps1 export ` -s "<cinchy source url>" ` -u "<source user id>" ` -p "<source passsword>" ` -c "C:\Cinchy CLI v4.0.2" ` -d "C:\CLI Output Logs" ` -g "8C4D08A1-C0ED-4FFC-A695-BBED068507E9" ` -v "1.0.0" ` -o "C:\CinchyDXD_Output" `

7. Enter the export parameters into the Powershell window

8. Hit Enter on your keyboard to run the export command

Powershell will begin to process the export. Once the export is complete, Powershell will provide you with an export complete message.

STEP 4: Validate Export

Now that the export is completed, be sure to validate the following:

1. DXD Export Folder is populated

2. Data Experience Release table is populated in the source environment

3. Data Experience Release Artifacts table is populated in the source environment

Install the Data Experience (DX)

The install of a Data Experience is executed in a different environment than that of the export. Please ensure that before moving forward with the following instructions you have an environment to install the data experience into. The install of a data experience MUST be done in the same version i.e. your source and target environment version MUST be the same (e.g. Source Version = 4.11 | Target Version = 4.11)

Below are the details that will be required for the installation environment

• Source: <cinchy target url>

• UserID: <target user id>

• Password: <target password>

STEP 1: Install the Data Experience

Using Powershell you will now install the Data Experience you have exported out of Cinchy.

1. Open File Explorer, navigate to the DX exported folder (see Step 4: Validate Export [e.g. Currency Converter folder])

2. In the folder path URL for the exported data experience type in powershell (to launch Powershell for that path).

3. Hit Enter on your keyboard, the powershell window will appear

4. In the Powershell window type in cin and hit tab on your keyboard

5. In the Powershell command line hit next to .\CinchyDXD.ps1 type install

6. Hit Enter on your keyboard

The Powershell window will provide you with the required and optional components to install the DX.

7. Let’s now set up our mandatory install parameters

NOTE: the parameters executed in Powershell can exist on one line in powershell, however for legibility (below) the parameters have been put on separate lines. If you are putting your parameters on separate lines you will be required to have backticks quote ` for the parameters to execute

Sample: .\CinchyDXD.ps1 install` -s "<target Cinchy url>" ` -u "<target user id>" ` -p "<target password>" ` -c "C:\Cinchy CLI v4.0.2" ` -d "C:\CLI Output Logs" `

Note: be sure that the user(s) and group(s) required to install a DX are existing in your target environment. If they are not, Powershell will generate an error message when you attempt to install the DX.

8. Enter the install parameters into the Powershell window

9. Hit Enter on your keyboard to run the install command. Once the Data Experience has been installed you will get a message in Powershell that the install was completed.

STEP 2: Validate Install

Now that the install is completed, be sure to validate the following:

1. Models Table in populated in the Target environment with the model that was installed

2. Currency Exchange Rate tale exist in the Target environment

3. Currency Converter query exist in the Target environment

4. Data Experience Definitions table is populated with the DX parameters that were setup in the Source environment

5. Data Experience Releases table in the target environment is populated

Update the Data Experience (DX)

There are a few updates that are required in the Data Experience that has been created in our source environment. We do not want to have to repeat the updates in both the source and target environments. In the upcoming sections we will look at how to update the data experience in the source environment, re-package (re-export) the data experience and reinstall the data experience in the target environment.

Table Updates

1. Log back into the source environment using the following: URL: <cinchy source url> User ID: <source user id> Password: <source password>

2. Make the following changes to the Currency Exchange Rate Table:

Be sure to save your change before leaving the table.

Query Updates

1. Update the Currency Converter query to reflect column name changes that were made in the Table Updates section (above)

Reminder: Be sure to update the @Currency_1 and @Currency_2 labels to better reflect the input fields

2. Test the query to validate that it is still functioning

3. Be sure to save your query

Re-Package the Data Experience (DX)

Now that you have made any necessary changes to the DX it is time to re-export the package out of our source environment and re-install it into our target environment.

It is important to note that you should not create a new record in the Data Experience Definition table though the evolution of your DX, the initial record will be used to expand the definition of the DX. For example, if new objects (tables, queries, applets) integrations and UDF’s are added to the DX, the DX definition will need to be updated. To see the historical definitions of the DX, please see the Collaboration Log.

STEP 1: Update Data Experience Table

If you have added or removed any of the following you will need to update the Data Experience Definition table:

• Name

• Tables

• Integrated Clients

• Data Sync Configurations

• Reference Data

• User Defined Functions

• Models

• Groups

• System Colours

• Saved Queries

• Applets

• Literal Groups

• Builders

• Builder Groups

• Sync GUID

STEP 2: Update Reference Data Table

If you have added or removed any of the following you will need to update the Data Experience Reference Data table:

• Name

• Ordinal

• Filter

• New Records

• Changed Records

• Dropped Records

• Table

• Sync Key

• Expiration Timestamp Field

• Sync GUID

STEP 3: Re-Run CinchyDXD Export

Using Powershell you will now export the Data Experience you have defined within Cinchy.

1. Launch Powershell and navigate to your CinchyDXD folder

Reminder: you can launch Powershell right from your file explorer window in the CinchyDXD file, saving you an extra step of navigating to the CinchyDXD folder manually in Powershell.

2. In the Powershell window type in cin and hit tab on your keyboard 3. In the Powershell command line next to .\CinchyDXD.ps1 type in export 4. Hit Enter on your keyboard

Reminder: If you do not remember the mandatory parameters, you can click the enter on your keyboard after typing in .\CinchyDXD.ps1 export, Powershell will provide you with the required and optional components to export the data experience.

5. Let’s now enter the mandatory export parameters

NOTE: the parameters executed in Powershell can exist on one line in powershell, however for legibility (below) the parameters have been put on separate lines. If you are putting your parameters on separate lines you will be required to have backticks quote ` for the parameters to execute

NOTE: you will need to update your version number Sample: .\CinchyDXD.ps1 export ` -s "<source Cinchy url>" ` -u "<source user id>" ` -p "<source password>" ` -c "C:\Cinchy CLI v4.0.2" ` -d "C:\CLI Output Logs" ` -g "8C4D08A1-C0ED-4FFC-A695-BBED068507E9" ` -v "2.0.0" ` -o "C:\CinchyDXD_Output" `

6. Enter the export parameters into the Powershell window

7. Hit Enter on your keyboard to run the export command

Powershell will begin to process the export. Once the export is complete, Powershell will provide you with an export complete message.

STEP 4: Validate Export

Now that the export is completed, be sure to validate the following:

1. DXD Export Folder is populated

2. Data Experience Release table is populated in the source environment

3. Data Experience Release Artifacts table is populated in the source environment

Re-Install the Data Experience (DX)

STEP 1: Re-Run CinchyDXD Install

Using Powershell you will now install the Data Experience you have exported out of Cinchy.

1. Open File Explorer, navigate to the exported folder (see Step 4: Validate Export)

2. In the folder path URL for the exported data experience type in powershell (to launch Powershell for that path)

3. Hit Enter on your keyboard, the powershell window will appear

4. In the Powershell window type in cin and hit tab on your keyboard and type install

5. Enter the install parameters into the Powershell window

NOTE: the parameters executed in Powershell can exist on one line in powershell, however for legibility (below) the parameters have been put on separate lines. If you are putting your parameters on separate lines you will be required to have backticks quote ` for the parameters to execute

Sample: .\CinchyDXD.ps1 install -s "<taget Cinchy url>" ` -u "<target user id>" ` -p "<target password>" ` -c "C:\Cinchy CLI v4.0.2" ` -d "C:\CLI Output Logs" `

6. Hit Enter on your keyboard to run the install command. Once the Data Experience has been installed you will get a message in Powershell that the install was completed.

STEP 2: Validate Install

Now that the install is completed, be sure to validate the following in the target environment.

1. Models Table in populated in the Target environment with the model that was installed

2. Currency Exchange Rate table exist in the Target environment with the new column names

3. Currency Converter query exist in the Target environment with the new column names and labels

4. Data Experience Definitions table should not change unless you have added or removed column details within this table

5. Data Experience Releases table in the target environment is populated with the new release version number from the install (e.g. 2.0.0)