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Openprise Academy

Data Targets

Updated

Pro & Enterprise

Data targets are the Openprise objects that connect to your actual systems that store your data for the purpose of sending data from Openprise to the target system.  Your target system can be cloud systems such as Marketo, Salesforce or Eloqua; cloud drives such as Google Drive, Box, Dropbox or even FTP servers; and cloud databases such as Amazon Redshift or Amazon RDS MySQL databases.

To Create a Data Target

  1. Go to Data - Data Targets

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  2. Select Add Data Target

    Select Add Data Target.png

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  1. Data Target Name: (required) Set the data target name. We advise using naming conventions to include target, object, and process. (e.g. Salesforce Lead Cleansing).
  2. Data Target Description: (optional) Add a description for more details about the target.
  3. Data Target Administrators: (required) Only users with Administrator rights can edit/use the data target.
  4. Labels: (optional) Select a label or create a new label (process shown below)data target create new label.jpgcreate new label data targt.jpg
    1. Label name: Enter a label name
    2. Background color and text: Set a color for the label and a color for the text
    3. Preview: shows how the label will appear
    4. Save: select save to save the new label Created label.jpg 
  5. Target Technology and Data Format: Select the target system (can be a sandbox or production environments).
  6. Add Account Information: Sign in to the target system.
  7. Directory or Entity: Select the object (databases) or folder (cloud drives).
  8. Export protection: Will prevent Export: Add/Update tasks from exporting when the exporting record count exceeds the configured percentage of total job input data source record count. (more details below)
  9. Primary/Unique column: Unique ID: for Salesforce and Marketo this must be the ID field.
  10. List of Fields that are allowed to write: Fields in the Target system that Openprise can write to. Please note that Openprise requires the ability to update and create records for the object selected in the target.
  11. List of fields that can be blanked out by Openprise: If Openprise is able to write to a field, this gives explicit permission to blank out  the field. If the field is not writable by Openprise, it cannot be blanked or changed by Openprise.

Advanced Topics

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Export protection feature

Data Targets are the mechanism by which Openprise interacts with source systems and exports updates or changes to them. Therefore, poorly configured exports can adversely impact source systems. The export protection feature offers a way to prevent exports from happening when the number of records expected to export exceeds a certain amount. The amount is determined by a percentage of the total records in the export job's input data source. Upon triggering, the export is aborted and an email alert will be sent to the administrators of the data target of the job where the export occurs and of the bot where the job is scheduled. The export protection configuration is set to 20% by default when creating a new data target.

For example, if the job's input data source has 1000 records and the export protection configuration is set to 80%, then export protection will trigger when the export task exports 800 or more records.

Note that the export protection configuration should be set to 100% when used in export jobs that expect to export all records for each run. This includes use cases such as list loading or task creation.

 

 

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