Getting Started with Data Extractor

You will define and run a basic data extract in this tutorial.

The data will be retrieved from a SQL Compact 3.5 database and written to a comma delimited text file.

  • Make sure you are on the Data Extractor With Data Masking Main Form.
  • Verify that the following value is set:
    • Extractor Definitions Save Folder = C:\Users\YourUsername\Documents\pfApps\pfDataExtractor\Definitions\
    • If necessary, you can use the Browse For Folder button to find the folder.
  • Set the following values:
    • Extractor Name = FirstExtractorDefinition
    • Extract Data From = Relational Database
    • To = Text File (Delimited)
  • Click the From tab to make it the current tab.
  • Set the following values:
    • Database Type = SQLServerCE35
    • Connection String for Database =data source='C:\Users\YourUsername\Documents\pfApps\pfDataExtractor\SampleData\SampleOrderDataCE35.sdf';
      • You can either Copy and Paste the above connection string to the form
      • Or
      • You can use the Connection String Manager to get the connection string:
        • Click the Show Connection String Manager button.
        • The following values should be automatically filled in:
          • Database Platform = SQLServerCE35
          • Connection Name = Blank
          • Data Source = C:\Users\YourUsername\Documents\pfApps\pfDataExtractor\SampleData\SampleOrderDataCE35.sdf
          • Password = Blank
          • Encryption On = False (Unchecked)
          • Encryption Mode = EngineDefault
          • Leave all other values as blank.
        • Click the Build Button.
          • The Connection String area at the bottom of the form will be filled in with the connection string text.
        • Click the Verify Button,
          • You should see a popup message saying the connection was successful.
            • If message says connection failed, you will have to verify that the file identified in the Data Source field above exists.
        • The connection string form should now look like the following:

image\TutorialsGettingStartedConnectionStringForm.gif

        • Click the Accept Button to return to the Main Form.
    • SQL Query =

Select Customers.CustomerID, Customers.FirstName, Customers.MiddleName, Customers.LastName, Customers.Gender, Customers.EmailAddress, Customers.Phone, Customers.AddressLine1, Customers.AddressLine2, Customers.City, Customers.StateProvinceCode, Customers.CountryName, Customers.PostalCode From Customers

      • You can Copy and Paste the above text to the SQL Query area of your extract definition form
      • Or
      • You can use the Show Query Builder button to define the query using a visual SQL Builder interface.
        • See Query Builder Overview for information on how to build SQL queries using the Query Builder.
        • Your completed query should look like the following on the Query Builder

image\TutorialsGettingStartedQueryBuilderForm.gif:

    • Output Options
      • Add Row Number to Output = False (Unchecked)
      • Filter Output = False (Unchecked)
      • Randomize Output = False (Unchecked)
      • Max Preview Rows = 500
    • Erase Output Log Before Each Extract is Run = True (Checked)
  • Screen should now look something like the following:

image\TutorialsGettingStartedMainForm.gif

  • Click Preview Source button.
  • Set Max Preview Rows = 1000
  • Click Preview Source button again.
  • Click Exit on the Data Output Grid to return to the Main Form.
  • Click the Save button.
    • Windows File Save As Dialog will be shown.
    • Save definition to FirstExtractorDefinition.exdef in C:\Users\YourUsername\Documents\PFApps\pfDataExtractor\Definitions
  • Click the To Tab.
    • You should now see the Text (Delimited) Destination tab.
      • If you don’t see the Text (Delimited) Destination tab, select Text File (Delimited) from the To drop-down list box.
  • Click the File Save As Dialog button.
    • Set File Name = FirstExtractorDefinition.txt.
    • Leave the file path at C:\Users\YourUsername\Documents\PFApps\pfDataExtractor\Destinations\TextFiles\Delimited
    • Click the Save button to return to the main form.
  • Make sure the following values are set:
    • Overwrite Text File if it Already Exists = True (Checked)
    • Column Delimiter = Comma Separated
    • Line Terminator = CR/LF
    • Include Column Names on First Line of Output = True (Checked)
    • String Values Surrounded with Quotation Marks = False (Unchecked)
  • Click the Save button.
    • Click OK at prompt with the file path listed on it.
  • Main Form should now look like this:

image\TutorialsGettingStartedMainForm2.gif

  • Set Max Preview Rows = 500
  • Click Preview Output button.
  • Click Exit on the Data Output Grid to return to the Main Form.
  • Set Max Preview Rows = 1000
  • Click Preview Output button.
  • Click Exit on the Data Output Grid to return to the Main Form.
  • Click the Run Extract button.
    • You will see an output message box saying the extract finished and the amount of time it took to generate the extract.

image\TutorialsGettingStartedExtractFinished.gif

  • Click the Run Extract button.
  • You can see the comma delimited file at the location you specified earlier on the Text (Delimited) Destination tab.

.C:\Users\YourUsername\Documents\PFApps\pfDataExtractor\Destinations\TextFiles\Delimited\FirstExtractorDefinition.txt