Configure File Upload as a Data Source

In this Article:

1. Overview
2. Detailed Steps
   • Add Source
   • Add Files
   • File Upload and Scan
   • Scan Summary
3. Browsing the Data Dictionary

Overview

This article describes the steps needed to configure File Upload as a source in DvSum Data Intelligence (DI). The same steps apply to configure a source in DvSum Data Quality (DQ) with only a slight variation.

Detailed Steps

DvSum configuration

1. Add Source

To create a data source, navigate to Administration → Data Sources → ⊕Add Source.

Select Upload Files.

Give the folder a name, and save it.

2: Add Files

Drag and drop a file into the designated area.

Alternatively, click on the Upload Files button to open your system's file explorer and select the desired file.

3. File Upload and Scan

Once a file is selected or dragged and dropped, it is uploaded, and a scan is automatically initiated on the file.

File Actions

Click on the three-dot menu next to the uploaded file to access additional actions. You can choose to Delete or Download the file as needed.

After a file is uploaded and scanned, the following tabs are populated accordingly:

• Overview Tab
  Displays the detected tables and columns extracted from the scanned file.

• Scan History Tab
  Shows details of the scan, including timestamps and outcomes.

• Logs Tab
  Records system activities related to the scan for troubleshooting and tracking purposes.

• Settings Tab

  The Settings tab displays folder-related information, including:

  • Folder Name and Description
  • Access Information on how to download files
  • Owner Details

  Users can Edit folder settings or Delete the folder if needed.

4. Scan Summary

After the scan is completed, click on the Scan Name (e.g., SCN-000060) to open the Scan Summary page.

The Scan Summary page provides insights into the scan, including:

• The number of new tables and columns detected.
• Other key details related to the scan..

5. Browsing the Data Dictionary

After the scan, you can explore the detected tables and columns. Navigate to Data Dictionary from the left sidebar to access the table listing view.

• Click on the Recently Refreshed tab to view tables discovered in the latest scan.
• Select a table name to view its details.