Erwin CSV Import

Erwin Data Modeler is a tool used for designing and managing databases. It allows users to create visual data models, generate SQL scripts, and perform various database-related tasks. CSV (Comma-Separated Values) import in Erwin typically involves bringing tabular data into the data model. 

OvalEdge reads the CSV Files of Erwin Data modeler through Erwin CSV Import and catalogs the tables and columns.

Connector Capabilities

The connector capabilities are shown below:

Crawling

Prerequisites

The following are prerequisites for connecting to the Erwin CSV Import:

Configuring Environment Variables

Configuring environment names enables you to select the appropriate environment from the drop-down list when adding a connector. This allows for consistent crawling of schemas across different environments, such as production (PROD), staging (STG), or temporary environments. It also facilitates schema comparisons and assists in application upgrades by providing a temporary environment that can later be deleted if needed.

Before establishing a connection, it is important to configure the environment names for the specific connector. If your environments have already been configured, skip this step. 

Steps to Configure the Environment

1. Log in to the OvalEdge application.
2. Navigate to Administration >  System Settings.
3. Select the Connector tab.
4. Find the key name “connector.environment”.
   
5. Enter the desired environment values (PROD, STG) in the Value column.
6. Click ✔ to Save.

Establish a Connection

To connect to Erwin CSV Import using the OvalEdge application, complete the following steps:

1. Log in to the OvalEdge application.
2. Navigate to Administration >  Connectors.
3. Click on the + (New Connector) icon.
   
   
4. The Add Connector pop-up window is displayed where you can search for the Erwin CSV Import connector.
   
5. The Add Connector with connector type-specific details pop-up window is displayed. Enter the relevant information to configure the Erwin CSV Import connection. Informational fields and their descriptions are listed below.
   Note: An asterisk (*) denotes a mandatory field required for establishing a connection.
   

   Field Name		Description
   Connector Type		This field allows you to select the connector from the drop-down list provided. By default, 'Erwin CSV Import' is displayed as the selected connector type.
   Connector Settings
   Credential Manager*		Select the option from the drop-down list indicating where you want to save your credentials: OE Credential Manager: The connection is configured with the basic Username and Password of the service account in real-time when OvalEdge establishes a connection. Users need to add the credentials manually if the OE Credential Manager option is selected. HashiCorp: The credentials are stored in the HashiCorp database server and fetched from HashiCorp to OvalEdge. AWS Secrets Manager: The credentials are stored in the AWS Secrets Manager database server; OvalEdge fetches the credentials from the AWS Secrets Manager.  Azure Key Vault: Azure Key Vault allows for secure storage and strict access mechanisms of sensitive information such as tokens, passwords, certificates, API keys, and other confidential data.  For more information on Azure Key Vault, refer to Azure Key Vault. For more information on Credential Manager, refer to Credential Manager.
   Credential Manager ConnId		Enter Credential Manager ConnId.
   License Add Ons		All the connectors will have a Base Connector License by default that allows you to crawl and profile to obtain the metadata and statistical information from a data source.  OvalEdge supports various License Add-Ons based on the connector’s functionality requirements. Data Quality: Select the Data Quality Add-On license to identify, report, and resolve the data quality issues for a connector whose data supports data quality, using DQ Rules/functions, Anomaly detection, Reports, and more.
   Connector Name*		Provide a connector name for the Erwin CSV Import database in OvalEdge. This name will serve as a reference for identifying the Erwin CSV Import database connection.  Example: "ErwinCSVImport_Connection_test"
   Connector Environment		The Connector Environment drop-down list allows you to select the environment configured for the connector from the drop-down list.  For example, you can select PROD, or STG (based on the configured items in the OvalEdge configuration for the connector.environment). The purpose of the environment field is to help you identify which connector is connecting what type of system environment (Production, STG, or QA).    Note: The steps to set up environment variables are explained in the Configuring Environment Variables section.
   Erwin CSV Files Folder Path*		Enter the Erwin CSV Files folder path.
   Plugin Server		Enter the server name if you are running this as a plugin.
   Plugin Port		Enter the port number on which the plugin is running.
   Default Governance Roles
   Steward*		Select the Steward from the drop-down list options.
   Custodian*		Select the Custodian from the drop-down list options.
   Owner*		Select the Owner from the drop-down list options.
   Governance Roles 4, 5, 6*		Select the respective user from the drop-down options. Note: The drop-down list displays all the configurable roles (single user or a team) as per the configurations made in the OvalEdge application: Administration > Security > Governance Roles section.
   Admin Roles
   Integration Admins*		To add Integration Admin Roles, search for or select one or more roles from the Integration Admin options, then click the Apply button. The responsibilities of the Integration Admin includes configuring crawling and profiling settings for the connector, as well as deleting connectors, schemas, or data objects.
   Security and Governance Admins*		To add Security and Governance Admin roles, search for or select one or more roles from the list, and then click on the Apply button. The Security and Governance Admin is responsible for: Configuring role permissions for the connector and its associated data objects. Adding admins to set permissions for roles on the connector and its associated data objects. Updating governance roles. Creating custom fields. Developing Service Request templates for the connector. Creating Service Request approval workflows for the templates.
   No. of Archive Objects*		The number of archive objects indicates the number of recent metadata modifications made to a dataset at a remote/source location. By default, the archive objects feature is deactivated. However, users may enable it by clicking the Archive toggle button and specifying the number of objects they wish to archive.
   Select Bridge*		With the OvalEdge Bridge component, any cloud-hosted server can connect with any on-premise or public cloud data sources without modifying firewall rules. A bridge provides real-time control that makes it easy to manage data movement between any source and destination. For more information, refer to Bridge Overview

6. After entering all the required connection details explained above, select the appropriate option based on your preferences: 
   1. Validate: Click on the Validate button to verify the connection details. This ensures that the provided information is accurate and enables successful connection establishment.
   2. Save: Click on the Save button to store the connection details. Once saved, the connection will be added to the Connectors home page for easy access.
   3. Save & Configure: For certain Connectors that require additional configuration settings, click on the Save & Configure button. This will open the Connection Settings pop-up window, allowing you to configure the necessary settings before saving the connection.
7. Once the connection is validated and saved, it will be displayed on the Connectors home page.

Note: You can either save the connection details first, or you can validate the connection first and then save it.

Connection Validation Details

Note: If you have any issues creating a connection, please contact your assigned OvalEdge Customer Success Management (CSM) team.

Crawling of Schema(s)

A Crawl/Profile option allows you to select the specific schemas for the following operations:       Crawl and Schedule. For any scheduled crawlers the defined run date and time are displayed to set.

Navigate to the Connectors page, and click on the Crawl/Profile button.
Select Important Schema For Crawling and Profiling pop-up window is displayed.

1. Navigate to the Connectors page, and click on the Crawl/Profile button. Select Important Schema For Crawling and Profiling pop-up window is displayed.
   
2. Select the required Schema(s).
3. The below list of actions is displayed in the Action section.
   1. Crawl: This allows the crawling of the metadata of the selected schema(s).
   2. Schedule: Connectors can also be scheduled for crawling and/or profiling in advance to run at prescribed times and selected intervals.
      Note: For more information on Scheduling, refer to Scheduling Connector.
4. Click on the Run button. This gathers all metadata from the connected source into the OvalEdge Data Catalog.

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