Section 1 - Create a CUSTOMER schema, by sourcing an excel spreadsheet from GIT via the Apiro UI
Go back to Getting started guide
In this section we will:
- Source the Excel file customers_a.xlsx from GIT.
- Create data schema data source, data feed config files.
- Create data pipelines.
-
Push all the files into git inline with the GitOps framework.
Description Config Reference Artifacts
Walk through
Sourcing an Excel file from GIT using the Apiro UI (5 minutes)
- Run the
composescript discussed in the installation guide eg.1./runapiro.sh v1 apiroexamples-copy-pub clean - Go to http://127.0.0.1:8080/ and login using
adminand the password you specified inapiro-apiroexamples-copy-pub-properties.env
- Click on
Configuration->Schema/Feeds
- Click on
New Schema
- Click on the
Data Sourcedrop down
- Select
GITData source
-
Copy and use these data source configuration shown below
- and click on
Test Connection. - Enter
dataas the value for discriminator. -
You can use the data sources configuration shown below, but you can also overwrite
"gitURL": "https://github.com/redapiro/apiro_examples.git"with your own repository you created and as described in the installation instructions.1 2 3 4 5 6 7
{ "username": "${SYS:APIRO_GITHUB_USERNAME}", "password": "${SYS:APIRO_GITHUB_PW}", "gitURL": "https://github.com/redapiro/apiro_examples.git", "branch": "main", "pathPrefix": "/artifacts/source_files/customers_a.xlsx" }
- and click on
-
Once you establish a successful connection
Next
-
If the file is a
CSVorExcelwe need to select the row that contains the column names and the first row the data starts.
-
Once you click on the relevant lines the
Title lineand theData linewill be populated and we can clickNext. -
The platform automatically creates data point descriptions, display names, derives the data types and maps them to
excelcolumn positions orCSVcolumn names.
- For each data point descriptor we can click on the three dots
(...)to provide more information and metadata.
-
we can specify retention policies, PII classification and validators for each data point.
-
Click
Donefor each data description page and thenNextdata descriptor mapping page.
-
Then we can specify the Group
EXAMPLESfor this schema andmetadata. Specifying these can facilitating cataloging and data governance. We will see below that,Groupis used to group the schemas in the UI. In this case under the GroupEXAMPLES. Please use the values used in the screenshots provided below.
-
On the next page we specify details about the schema and the feed. Make the following changes as shown in the screenshot:
- Rename the schema name from
CUSTOMERS_AtoCUSTOMERS. - Leave the Feed name as is:
CUSTOMERS_A_XLSX. - Rename the Feed directory from
DEFAULTtocustomers. Note: TheFeed Directoryrefers to the subdirectory the generated feed configuration file will be pushed into. eg. https://github.com/redapiro/apiro_examples/dataFeeds/customers. -
- Cron Trigger
10 0 18 ? * * *
add the following cron trigger and description.
- Description
1Every day at 6pm (18:00)
- Cron Trigger
- Rename the schema name from
-
We click
Nextand we can see the generatedSCHEMAconfiguration file
- We click
Nextand we can see the generatedFEEDconfiguration file
- We click
Nexton the feed configuration page and both generated configuration files will be pushed to GIT and deplyed to the Apiro engine.
- We have just completed data integration with a source, created data descriptors, metadata and data pipelines and we are ready to start sourcing.
We click on
Data Managerand we can see the newly generatedGroupandCUSTOMER Schema
- We click on
Actions->Feeds Import.
- We select the feed
CUSTOMERS_A_XLSXwe just created.
- Once we trigger the feed we can see the data start sourcing and we can see the
RAW,CONSOLIDATEDandHISTORICALdata tables. If you don't see any data you may have to click on the red refresh button at the bottom right of the page.
Generated configuration files
The files below are the ones generated following the steps provided above.
Generated config files for schema and feed
Generated schema config
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<?xml version="1.0" encoding="UTF-8"?>
<apiroConf version="1">
<groups/>
<loadOrder>15</loadOrder>
<schemas>
<schema defBacked="false" historical="false" name="CUSTOMER">
<groupTags>
<groupTag>EXAMPLES</groupTag>
</groupTags>
<metaData/>
<abstract>false</abstract>
<workingRetention>100 years</workingRetention>
<historicalRetention>100 years</historicalRetention>
<allowHistoricalUpdate>false</allowHistoricalUpdate>
<biTemporal>false</biTemporal>
<temporalTimeFormat>yyyy-MM-dd</temporalTimeFormat>
<identityKeys>
<identityKey>BAC</identityKey>
</identityKeys>
<shardKeys/>
<dataPoints>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="BAC" name="BAC">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>false</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="FIRST_NAME"
name="FIRST_NAME">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="LAST_NAME"
name="LAST_NAME">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="ADDRESS"
name="ADDRESS">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="PHONE_NUBER"
name="PHONE_NUBER">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="INTEGER" displayName="AGE" name="AGE">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="INTEGER" displayName="YEARLY_INCOME"
name="YEARLY_INCOME">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="TFN" name="TFN">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="INTEGER" displayName="PORTFOLIO_VALUE"
name="PORTFOLIO_VALUE">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY_NAME"
name="COMPANY_NAME">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY_ADDRESS"
name="COMPANY_ADDRESS">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY_WEBSITE"
name="COMPANY_WEBSITE">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
<dataPoint canEditValid="false" canEditViolated="true" dataType="STRING" displayName="PROFILE_IMAGE"
name="PROFILE_IMAGE">
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
<item name="retentionPolicy">
<simpleValues>
<simpleValue>NA</simpleValue>
</simpleValues>
</item>
</metaData>
<nullable>true</nullable>
<noOverride>false</noOverride>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<pii>false</pii>
<encrypted>false</encrypted>
<encryptionKeyId>DEFAULT</encryptionKeyId>
<ignoreChangeDetect>false</ignoreChangeDetect>
</dataPoint>
</dataPoints>
<schemaAppliedProcessors>
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData/>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<dataBlockProcessors/>
</schemaAppliedProcessors>
<alerts/>
</schema>
</schemas>
</apiroConf>
The above schema configuration file will be generated when you complete all the above steps.
It placeholders for metadata and data governance features. For the purpose of this Getting Guide
we are removing all elements that are not required to complete the Getting Started.
You can copy the configuration provided below and override the contents of 'SCHEMA_CUSTOMER.xml'
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<?xml version="1.0" encoding="UTF-8"?>
<apiroConf version="1" xmlns="http://apiro.com/apiro/v1/root">
<groups/>
<loadOrder>15</loadOrder>
<schemas>
<schema defBacked="false" historical="false" name="CUSTOMERS">
<groupTags>
<groupTag>EXAMPLES</groupTag>
</groupTags>
<metaData/>
<identityKeys>
<identityKey>BAC</identityKey>
</identityKeys>
<!-- Data Point descriptions -->
<dataPoints>
<dataPoint name="BAC"
dataType="STRING"
canEditValid="true"
canEditViolated="true"
displayName="BAC">
<nullable>false</nullable>
<metaData>
<item name="piiClassification">
<simpleValues>
<simpleValue>High-Risk</simpleValue>
</simpleValues>
</item>
</metaData>
<!-- BAC data point processors -->
<rawDPValidators/>
<rawDPProcessors/>
<!--consolidationAlgorithm></consolidationAlgorithm -->
<consDPValidators/>
<consDPProcessors/>
</dataPoint>
<dataPoint name="FIRST_NAME" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="FIRST NAME"/>
<dataPoint name="LAST_NAME" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="LAST NAME"/>
<dataPoint name="ADDRESS" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="ADDRESS"/>
<dataPoint name="PHONE_NUMBER" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="PHONE NUMBER"/>
<dataPoint name="AGE" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="PHONE AGE"/>
<dataPoint name="YEARLY_INCOME" canEditValid="false" canEditViolated="true" dataType="DECIMAL" displayName="YEARLY INCOME"/>
<dataPoint name="TFN" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="TFN"/>
<dataPoint name="PORTFOLIO_VALUE" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="PORTFOLIO VALUE"/>
<dataPoint name="COMPANY_NAME" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY NAME"/>
<dataPoint name="COMPANY_ADDRESS" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY ADDRESS"/>
<dataPoint name="PROFILE_IMAGE" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="PROFILE_IMAGE"/>
<dataPoint name="COMPANY_ADDRESS" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY ADDRESS"/>
<dataPoint name="COMPANY_WEBSITE" canEditValid="false" canEditViolated="true" dataType="STRING" displayName="COMPANY WEBSITE"/>
<dataPoint name="XML_ROOT_DOC" canEditValid="false" canEditViolated="true" displayName="XML Root Doc" dataType="XML"/>
<dataPoint name="JSON_ROOT_DOC" canEditValid="false" canEditViolated="true" displayName="JSON Root Doc" dataType="JSON"/>
</dataPoints>
<schemaAppliedProcessors>
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData/>
<rawDPValidators/>
<rawDPProcessors/>
<consDPValidators/>
<consDPProcessors/>
<dataBlockProcessors/>
</schemaAppliedProcessors>
<alerts/>
</schema>
</schemas>
</apiroConf>
Generated data feed config:
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<?xml version="1.0" encoding="UTF-8"?>
<apiroConf version="1" xmlns="http://apiro.com/apiro/v1/root">
<groups/>
<loadOrder>30</loadOrder>
<dataFeeds>
<dataFeed definition="EXPR_EXCEL_FEED2" name="CUSTOMERS_A_XLSX">
<schema>CUSTOMERS</schema>
<metaData>
<item name="APR_FEED_AUTOLOAD">
<simpleValues>
<simpleValue>true</simpleValue>
</simpleValues>
</item>
</metaData>
<cronTriggers>
<cronTrigger>
<description>Every day at 6pm (18:00)</description>
<cron>0 0 18 ? * * *</cron>
</cronTrigger>
</cronTriggers>
<groupTags>
<groupTag>DEFAULT</groupTag>
</groupTags>
<metaData/>
<abstract>false</abstract>
<inheritable>true</inheritable>
<description/>
<execPriority>50</execPriority>
<execPredicate>#GRV{true}</execPredicate>
<config>
<![CDATA[{
"dataSource": {
"config": {
"username": "${SYS:APIRO_GITHUB_USERNAME}",
"password": "${SYS:APIRO_GITHUB_PW}",
"gitURL": "https://github.com/redapiro/apiro_examples.git",
"branch": "main",
"pathPrefix": "/artifacts/source_files/customers_a.xlsx"
},
"entity": "GIT"
},
"dataAtLine": 2,
"sheet": "data",
"itemLimit": 20,
"explicitMappings": [
{
"dictionary": "BAC",
"value": "#GRV{PAYLOAD.resolve('A')}"
},
{
"dictionary": "FIRST_NAME",
"value": "#GRV{PAYLOAD.resolve('B')}"
},
{
"dictionary": "LAST_NAME",
"value": "#GRV{PAYLOAD.resolve('C')}"
},
{
"dictionary": "ADDRESS",
"value": "#GRV{PAYLOAD.resolve('D')}"
},
{
"dictionary": "PHONE_NUMBER",
"value": "#GRV{PAYLOAD.resolve('E')}"
},
{
"dictionary": "AGE",
"value": "#GRV{PAYLOAD.resolve('F')}"
},
{
"dictionary": "YEARLY_INCOME",
"value": "#GRV{PAYLOAD.resolve('G')}"
},
{
"dictionary": "TFN",
"value": "#GRV{PAYLOAD.resolve('H')}"
},
{
"dictionary": "PORTFOLIO_VALUE",
"value": "#GRV{PAYLOAD.resolve('I')}"
},
{
"dictionary": "COMPANY_NAME",
"value": "#GRV{PAYLOAD.resolve('J')}"
},
{
"dictionary": "COMPANY_ADDRESS",
"value": "#GRV{PAYLOAD.resolve('K')}"
},
{
"dictionary": "COMPANY_WEBSITE",
"value": "#GRV{PAYLOAD.resolve('L')}"
},
{
"dictionary": "PROFILE_IMAGE",
"value": "#GRV{PAYLOAD.resolve('M')}"
},
{
"dictionary": "XML_ROOT_DOC",
"value": "#GRV{PAYLOAD.resolve('N')}"
},
{
"dictionary": "JSON_ROOT_DOC",
"value": "#GRV{PAYLOAD.resolve('O')}"
}
]
}
]]>
</config>
<longLived>true</longLived>
<enabled>false</enabled>
<push>true</push>
<pull>true</pull>
</dataFeed>
</dataFeeds>
</apiroConf>