This lesson will guide you through accessing and editing your Core Data Configuration. The Core Data Configuration is used to align the Core Data files with the import tools and to transform data that can not be first adjusted in the SIS or scripts.
Required Permission: Manage Core Data Import Transformations
Where to Start
- Click on the Administration Gear.
- Click Core Data Configuration.
- Select Edit on the Core Data Configuration you would like to view and modify.
Adjusting the Layout
If you are not able to produce Core Data files that align to the Core Data Spec then you have the option to adjust the layout by clicking on the Core Data file name and moving the fields in the order that aligns with your layout.
- Select a dataset to configure from the list.
- Columns can be rearranged if the extract used to pull this file does not match the default layout.
- Columns can be removed from the file. Columns with an asterix next to the name are required and cannot be removed.
Once you have adjusted the fields to align with your custom layout click Save. If you feel that you want to start over or reset to what is already saved click Cancel.
Creating a Transformation
Transformations are used to change the data value to something other than what is in the data file. For example if your data file created yes and no values for a boolean field you can create a transformation to change the yes and no values to 1 and 0. Or maybe you had a mixture of data values for the Gender field (M,F,m,f) and wanted to make them all uppercase.
- Select the + sign next to the column to add a transformation to.
- Select a Transformation option from the dropdown menu. Selections mary vary depending on the column type.
- Fill in the information prompted by the transformation selected.
- Select Add.
Add additional transformations as needed. Be sure to select Save after adding any transformation.
If you add more than one transformation they will process in the order you have them in.
To learn about reviewing any errors in relation to your import, visit Reviewing Core Data Import Logs.