Staging Area Generator

From IMSMA Wiki
Revision as of 10:32, 17 November 2014 by Evinek (talk | contribs)
Jump to: navigation, search

The IMSMA Staging Area Generator is a tool that creates a staging area from an IMSMANG database. It is thus part of the IMSMANG tool set, but not included in the IMSMANG installation package. IMSMA Staging Area Generator thus needs to be installed separately. Please contact your GICHD IM advisor in order to get the latest installation package.

Note.jpg The Staging Area Generator can only be used with IMSMANG 6.0 and higher.

Basic Principles

The Staging Area Generator takes an IMSMANG database as input and outputs a staging area database, i.e. a flattened version of the IMSMA database, containing only approved data. The structure of the staging area and a details on the data it contains can be found on the IMSMA Staging Area page.

Where to install and use it

In terms of the technical architecture for IMSMA and the staging area, there are the following options:

  • The staging area can be generated on the same server and database server as IMSMA. In this case, the tool is run locally and makes only local connections to the source and target databases.
  • The staging area can be generated on another server and database server than IMSMA. For example, there could be a dedicated reporting server, in order not to overload the server on which data entry in IMSMA is done. In this case, the Staging Area Generator has to be run on the target server.

Installing the IMSMA Staging Area Generator

Prior to installing the Staging Area Generator

  1. To install the staging area generator (SAG) double-click on the etl.exe file.
  2. The graphical installer then starts. On the first screen, choose the language you would like to use for the installation and click OK.
    SAGInstallStep1.png
  3. Navigate the Installation panels of the graphical installer as described below:
    1. On the Welcome screen, click Next.
    2. On the Infromation screen, click Next.
    3. We strongly recommend to use the default installation path for the Staging Area Generator. Click Next.
    4. If the target folder (C:\IMSMAETLTool) does not already exist a message will be shown, click OK.
    5. In the packages selection panel, click Next.
    6. Wait for the installation progress bar to finish, then click Next.
    7. When the Setup Shortcuts panel displays, click Next.
    8. When the installation has completed successfully, click Done.

After the installation, the following menu entry will be visible in the Start menu → All Programs → IMSMA: Staging Area Generator Icon.png

Using the IMSMA Staging Area Generator

To start the Staging Area Generator, click on the Staging Area Generator Icon in the Start menu → All Programs → IMSMA. This will open the following graphical user interface.

Staging Area Generator GUI.png

Sections in the Staging Area Generator user interface
Section Description
1 - Source Database This section defines the connection of the source database, i.e. the IMSMANG database from which a staging area should be generated. If the source and the target databases should be on the same server, the default connection parameters can be kept. If the staging area is generated on another server, then the IP address of the source server hosting the IMSMANG database has to be provided in the Host field. Remember to update the password in the Password field if you have changed the default imsma password on your IMSMANG installation.
2 - Target Database This section defined the connection to the target database, i.e. the staging area database to be created. The parameters to be provided are the following:
  • Host: since the SAG tool has to be run on the target server, the value for this field should always be localhost
  • Port: port of your target Postgres database server installation - the default is 5432 (which is also the port on which IMSMA is running on the source)
  • Database: this is the name of the staging area database to be created. You can specify any name here, using lower-case alphanumeric characters and underscores. If a database with the provided name does not yet exist, the SAG tool will create a database with that name on the target database server. If a database with the provided name already exists, the content will be dropped and recreated by the SAG tool. If, for any reason, the database cannot be created, an error message will be displayed. For example, if the specified target database name contains upper-case letters, the following error message will be displayed:
SAG error msg wrong db name.png

Contact your GICHD IM advisor if you are unsure how to solve that.

  • User: this is the username of the database user that should be the owner of the staging area database. The default is imsma - however, this will only work if the staging area is created on the same database server on which IMSMA is running. On another, independent, database, there might not be any user named imsma. In that case, another, existing, user can be provided, or the database superuser named postgres can be used.
  • Password: password of the above user.
  • Postgres User: the above defined user that was specified as the owner of the staging area database might not have the permissions to actually create the new staging area database. Therefore, a user with enough permissions has to be provided here. However, if the staging area is generated on the same database where IMSMA resides, then the imsma user can be used, since it has all required privileges. The default is therefore imsma.
  • Postgres Password: password of the above user - in case of doubt, leave the default (password).
3 - Post Processing SQL Scripts (optional) In this optional field it is possible to provide the full path and name to a validated SQL file. Whatever is specified inside that file will be executed on the staging area database after its generation. This can be valuable in several use cases, for example:
  • If a staging area with only a subset of the IMSMA data should be generated (in this case the SQL file would include DELETE statements)
  • If sensitive data (e.g. victim names and addresses) should not be transferred to the staging area (in this case the SQL file would include UPDATE statements to set all the victim names and addresses to NULL)
  • If data has to be pre-computed for reporting purposes
  • If additional database views are necessary, also for reporting and analysis purposes

Contact your GICHD IM advisor for help in developing SQL statements according to specific requirements.

Validate Selections After having provided all required connection details (sections 1 and 2), click on Validate Selections. The following actions will be performed:
  • A connection to the source database will be attempted
  • A connection to the target database will be attempted - if a database with the specified name does not yet exist, it will be created
  • Some data will be read from the source database in order to populate the Additional Options section.

In case of an error, the related message usually specifies what the exact issue is.

4 - Additional Options This section is only enabled after a successful validation of the connection details.
  • Conversion Language: specifies the language in which the staging area database should be created. This refers to the translation concept in IMSMANG. For example, the English values for the status of a Land include Open, Worked on and Closed. However, in IMSMA translations of these terms into other languages can be defined. Considering this example, the option chosen in the Conversion Language field specifies which value will be written into the status_enum field of the HAZARD table in the staging area. If a translation does not exist in the specified language, it will default to English or, if this is not available, to the IMSMA base term. When translations are heavily used, it would be possible for instance to create one staging area in language 1 and another one in language 2, with the same data but values in different languages.
  • Gazetteer Seq No: this option allows to specify the flattening of the country structure into the main object tables, if gazetteer alternative names are used in IMSMANG. Alternative names in the country structure, if defined, have a sequence number. For example, if for each country structure element two alternative names are defined, the first one has sequence number 0 , the second one sequence number 1. If the standard gazetteer names should be used in the staging area, choose None. Otherwise, choose the appropriate sequence number.
  • Do Geodata: this is a switch to enable/disable the generation of geodata. The staging area can either be created with non-geodata only, or including all the coordinates (points, polylines and polygons), i.e. the data stored in the GEOPOINT, GEOSPATIALINFO and related tables in IMSMANG. Refer to the section on geodata below for more details.
  • Target SRID: when generating geodata in the staging area, the data can be re-projected. The Target SRID allows to define the projection. The default, 4326, corresponds to WGS 84. For a complete list of available projections, issue the following query on an empty staging area (i.e. the one created after clicking on Validate Selections):
select *
from spatial_ref_sys

You may also consult http://spatialreference.org/ to find the SRID that you would like to use. PostgreSQL is using the EPSG standard.

Staging Area Generator GUI options.png

Finally, click on Start to start the staging area generation. In the next window, click on Start once more:

Data Staging Progreess.png

A log with all the steps is written in this window as the generation process goes on. This might take some time, depending on the size of the source IMSMA database. The range is from very few minutes up to two hours for very big databases. Once the generation is finished, the newly generated staging area database can be explored with a database query tool such as pgAdmin3 or Navicat, and reporting tools can be connected to it.

Scheduling the Staging Area creation

The above described generation of a staging area needs human interaction. However, once all the options are fixed, there might be the requirement to re-generate the staging area regularly, in order to have an up-to-date reporting database. It is possible to automatize the staging area generation by following these steps:

  1. In the C:\IMSMAETLTool folder, create a .bat script named for example runStagingArea.bat with the following content:
    cd C:\IMSMAETLTool
    call bin\runnogui.bat
    
  2. Edit the properties file C:\IMSMAETLTool\conf\config.PROPERTIES by specifying the required values for all the parameters (they correspond to the ones from the graphical user interface described above). If a parameter should not be used, e.g. script_file, then comment it by placing a # at the beginning of the line:
    conversion_language=en
    gazetteer_sequence_level=0
    #script_file=scripfile.sql
    
  3. Schedule a task in an operating system's task scheduler. For example, using Windows 7, follow those steps:
    1. Go to Control Panel → Administrative Tools → Task Scheduler
    2. In the Task Scheduler interface, click on Create Basic Task...
    3. In the Create Basic Task Wizard, provide a name, e.g. Staging Area Generation and an optional description. Click Next.
    4. In the next window, specify the required recurrence (daily, weekly, etc.) and click Next.
    5. Next, refine recurrence criteria (e.g. time of the day) and click Next.
    6. In the next window, select Start a Program and click Next.
    7. Browser to the previously created script, e.g. C:\IMSMAETLTool\runStagingArea.bat. Click Next and then Finish.

The staging area generation should now start at the specified time.

SAGTaskScheduler.png

It is advised to plan the generation time carefully, i.e. best during the night when no one is accessing and entering data into IMSMANG, as this might lead to inconsistencies. Ideally, the IMSMA server should be stopped before the staging area generation and then restarted. It also needs to be assured that no one (and no automatic reporting process) is accessing the staging area database at the time it has to be re-created. As long as there are open connections to the database, it cannot be dropped and re-created. Contact your GICHD IM advisor in case of questions.