Set up Table Download with a CranPort Package

A CranPort package is the method to import data from and to export data to SQL Server, Oracle, ODBC/OleDB databases, fixed width and delimited text files, and Excel spreadsheets.

CranPort is the recommended package type to refresh targets tables with source data because it is SQL Server version independent. Additionally, SSIS and DBMoto® package types require additional components to be installed in order to function correctly.

NOTE: To receive a workflow email that a table download has failed in Collect, a user must be assigned to a security role that has the Collect WebApp group WorkFlowFailureAll or WorkFlowFaiureByTargetAccess assigned. Refer to Set Security in System Administration for more information.

There are two types of CranPort packages:

  • CranPort – a CranPort package will be created automatically in Assemble and registered to the table.

  • ManualCranPort – a CranPort package must be manually created in Assemble and registered to the table. A ManualCranPort package is used to load flat files or sources for which Collect cannot read the schema information.

Set up Download with CranPort Package

To set up a table download with a CranPort package:

  1. Click Tables in Navigation pane to view all tables registered to all sources.

  2. Click Add.

    View the field descriptions for the Tables page

  3. Select target database from TARGET list box.

  4. Select source database from SOURCE list box.

  5. Enter the name in TABLE field.

  6. Select CranPort from PACKAGE TYPE list.

  7. Update PRIORITY field if the default value is not applicable.

    NOTE: The PRIORITY field determines the order in which tables are processed.

  8. Click Save.

    NOTE: Refer to the Register Tables to Source section to configure package fields.

  9. Select table record.

  10. Click Build And Refresh on Page toolbar to build CranPort package and download table from source; a confirmation message displays.

  11. Click Ok.

    NOTE: If the CranPort package for the table already exists, it is only refreshed (i.e., data is downloaded from the source database). If the CranPort package for the table does not exist, the package is built and the table is refreshed. To view details about the CranPort package, select Assemble > Packages from the Navigation pane.

    NOTE: The component is referred to as Assemble in the help. The package type is still CranPort.

Set up Download with ManualCranPort Package

To set up a table download with a ManualCranPort package:

  1. Create CranPort package.

  2. Click Tables in Navigation pane to view all tables registered to all sources.

  3. Click Add.

    View the field descriptions for the Tables page

  4. Select target database from TARGET list box.

  5. Select source database from SOURCE list box.

  6. Enter the table name used in the CranPort package in TABLE field.

  7. Select ManualCranPort from PACKAGE TYPE list box if a package has already been created in CranPort.

  8. Update PRIORITY field if the default value is not applicable.

    NOTE: The PRIORITY field determines the order in which tables are processed.

  9. Click Save.

  10. Click Vertical View for table

  11. Click Advanced Settings tab.

  12. Click Edit.

    View the field descriptions for the Tables page

  13. Select the CranPort package from Package Name list box.

    NOTE: If the package name does not display in the list box, confirm that the package has been named following naming conventions. Refer to Create Packages for more information.

    NOTE: Refer to Register Tables to Source to configure package fields.

  14. Click Action tab.

  15. Click Refresh; a confirmation message displays.

  16. Click Ok.