How to Set Up and Configure the Symyx Connector

All BA Insight connectors can be downloaded from the Upland Right Answers Portal under Knowledge > BA Insight > Product Downloads > Connectors. This connector is installed with the same generic steps as any BA Insight connector. You must satisfy the Prerequisites for your connector before installing. The configuration specifics are detailed below.

Connector General Settings

  1. From Connectivity Hub, Click Connections and open the Symyx Connector for configuration.

  2. Complete the fields using the table below.

Connection Info

Setting Description
Symyx DB username The Oracle database account to be used to connect and run the queries
Password Oracle database password
Database Connection Connection defines the how Connectivity Hub connects to your Source System (which contains your documents, graphics, etc.,). Your Connection includes identifying elements such as: URL of the BA Insight web service connector you are using, (File Share connector, SharePoint Online connector, etc.), Authentication mode, User Accounts and Credentials, Database information (for database connectors) string

The connection string to be used to connect to the Symyx database.

Use the following format:

Data Source=(DESCRIPTION=(ADDRESS_LIST=(ADDRESS=(COMMUNITY=TCP.WORLD)(PROTOCOL=TCP)(HOST=MyHost)(PORT=MyPort)))(CONNECT_DATA=(SERVICE_NAME=MyOracleSID)))

Custom Filter

Filter that can be applied at enumeration time. By default, the connector returns all items of type 'Document' from the VaultObject view. Filters can only be applied on the VaultObject view columns.
Item metadata Provides context with details such as the source, type, owner, and relationships to other data sets. Metadata provides details around the item being crawled by Connectivity Hub. query

The Oracle query that will be used to return item metadata. By default, only metadata from the VaultObject view is returned. If additional metadata is required (Ex: from a Form section) a new query must be provided.

Requirements for custom metadata queries:

  • The WHERE clause must always contain the parameter VaultId = :Id

  • The following columns from the VaultObject view should always be returned:
    LASTMODIFICATIONDATE,VAULTID,TITLE,AUTONAME

Repository

  • Load a list of all repositories from the Workbook.

  • Select one or more repositories to be indexed.

Web.Config Settings

Web.config contains the custom appSettings for the connector.

Copy 
<appSettings>
<add key="PageSize" value="10000"/>
</appSettings>

In the case of Symyx there is only one custom setting:

  • PageSize: The maximum number of items retrieved per page during enumeration. Default value: 10000