Extracting Data from ExactTarget
Prior to setting up data extraction using ExactTarget familiarize yourself with the latest implementation notes at ExactTarget Connector.
To extract data from ExactTarget
| 1. | On the Home page select a space or create a new one. This is the space to which the data will be extracted. |
| 2. | Go to Admin - Define Sources - Application Connectors. Alternatively, click the Use Extractors link on the Admin Navigation page. |
| 3. | Click New in the Connections panel. |
| 4. | In Connection Details name the connection. |
| 5. | Select ExactTarget as the Connector Type. |
| 6. | Set the Connector API Version. |
For new spaces, select the latest API version (highest version number).
For
existing spaces, test the latest API version before changing from the
default API version to the latest API version.
Birst determines which
version is the default. If the selected API version is no longer available
in Birst, the default
API version will be automatically assigned. If the default API version
is selected, when Birst
changes to a new API version as the default, existing spaces will be automatically
upgraded to the new default API version.
| 7. | Enter the ExactTarget login information. |
| a. | Enter the Client ID and Client Secret for your account. |
| b. | Enter the ExactTarget endpoint URL. |
| c. | Optionally, specify a Source File Prefix. This alphanumeric string will be prepended to the data source names so that you can easily recognize them and differentiate objects that may have similar names from different data sources. For example, use the string "EXT" to easily identify ExactTarget objects. |
| d. | Click Test Connection to verify the login. |
| 5. | Click Save
Connection. The Data Sources panel appears under the Connections panel.
This panel will list the extraction objects you define in the next
steps. Extraction objects help you organize what data is extracted for the connection. |
| 6. | Click Add Object. The dialog prompts you for information needed to create a new Data Sources extraction object. |
| 7. | Enter the Object
Label to use in Birst.
Important: Do not use the same name as an existing saved object or an object in the catalog. If you edit an object and change the object label, a new object will be created with this name. |
| 8. | Enter the Object Name. For the list of supported objects see ExactTarget Connector. |
| 9. | Click Get
Columns. Birst populates the Columns list and Mapping field. The Columns list contains the objects in the source. The names are referred to as the raw name or "technical name". The Mapping field contains the name of each object in the source, an equal sign, then the name it will be mapped to in Birst. By default the Mapping field is called the display name or "friendly name". |
| 10. | Edit the Columns list to specify only the objects you need for reporting by unchecking the ones you don't need. |
| 11. | Edit the Mapping field list to delete the objects you don't need. It should contains only the mappings for the objects checked in the Columns list. |
| 12. | Optionally,
change the name of the column in Birst
by changing the friendly name after the equal sign. Important: Do not modify the =true or =false texts. Tip: Once you change a column name in the Mapping field, and Birst extracts the column and lists it in the Columns tab of the Manage Sources page, do not change it again. If you change the column name in the Mapping field again, then extract again, the column name in Birst will not be changed. You can change the Mapping field column name in the Columns tab of Manage Sources, if necessary. |
| 13. | Click Validate to validate the syntax in Birst. |
| 14. | Click Save.
Birst adds it to the
list of objects to be extracted in the Data Sources table, ready for extraction. Tip: To edit the object, click on the hyperlinked name. |
| 15. | Optionally,
select the row and enter the name of one or more extract groups, separated
by commas, in the Extract Group Name(s) field. Extract groups make it
possible to extract specific objects and process them separately
from other objects. See Creating
Extract Groups. Important: Use the same extract group for Issue and its sub-objects. Click Save after adding extract group names. |
| 16. | Click Extract
to upload the selected objects to Birst.
The Extract Groups dialog prompts you to select the extract group or groups
to use. If you did not define extract groups it defaults to All. Selecting All in the Extract Group dialog box will extract all selected objects, including those that do not belong to extract groups. |
| 17. | Click Continue.
Birst displays an indicator
to show that the extraction is in progress. Depending on the size of the data objects, the extraction may take a few minutes. When the extraction completes Birst lists the date and time of the extraction in the Data Sources table of the Show Selected Objects view. |
Tips:
You can safely log out of Birst while the extraction takes place and log back in later.
To cancel the extraction, click the Cancel Extract link under the progress bar.
Click the Last Extract Log link to view the logs from the data extraction and check for errors.
To remove an object from the Data Sources list, select the row and click Remove on the right.
Note: Filters are not supported by the ExactTarget REST API for Campaign and Campaign Assets. For these objects, selection criteria and incremental extract are not supported.
Next Steps
Look at the raw data in Manage Sources page. Iterate the extraction process, if needed, to get the data you expect.
Process the data in the Process Data - Process New Data page. See Processing Data.
Set up scheduling in the Process Data - Schedule Data Processing page. See Scheduling Extraction and Data Processing for Cloud Applications.