Setting up orchestration

You can independently run each of the Business Class Compass Queries. For each of the Compass Queries, there is a corresponding Extract Group to apply to the Orchestration.

Query Extract group
FSM_GeneralLedgerTotal_Compass FSM_GeneralLedgerTotal_Compass
FSM_GeneralLedgerTransaction_Compass FSM_GeneralLedgerTransaction_Compass
FSM_GeneralLedgerTransactionDetail_Compass FSM_GeneralLedgerTransactionDetail_Compass

After each of the desired Business Class Extracts is run, you must do a publish for the Business Class(es) you did an extract. In the orchestration, you must reference the appropriate Publish Group for the Business Class query.

Query Publish group
FSM_GeneralLedgerTotal_Compass 30-Extract-FSM_GeneralLedgerTotal_Compass
FSM_GeneralLedgerTransaction_Compass 30-Extract-FSM_GeneralLedgerTransaction_Compass
FSM_GeneralLedgerTransactionDetail_Compass 30-Extract-FSM_GeneralLedgerTransactionDetail_Compass

Load these filtered query content into the Infor Birst measure tables in the GL_Measures space you must run the Publish Group in this space. It is important to note that you must not process the normal processing groups in this orchestration, unless done in a separate orchestration step.

Query GL_Measure space publish group
FSM_GeneralLedgerTotal_Compass 350-GeneralLedgerTotal Compass Source
FSM_GeneralLedgerTransaction_Compass 351-GeneralLedgerTransaction Compass Source
FSM_GeneralLedgerTransactionDetail_Compass 352-GeneralLedgerTransactionDetail Compass Source

This is an example of an orchestration for FSM_GLTransaction.

  1. In Infor Birst, select [[Tenant]_CSF-Source-GL space space.
  2. Select Admin > Orchestration.
  3. Click Create Workflow.
  4. Specify GeneralLedgerTransaction_Compass as the workflow name and click Save.
  5. Add a task to a step by performing these steps:
    1. In Step 1, click Add Task to Step.
    2. Specify this information:
      Select a task type
      Specify Extract.
      Space
      Specify [Tenant]_CSF-Source-GL space.
      Connection
      Specify CSF Infor Data Lake Compass Driver.
      Extraction Group
      Specify FSM_GeneralLedgerTransaction_Compass.
  6. Add another step by performing these steps:
    1. Click Add a new step.
    2. Click Add Task to Step.
    1. Specify this information:
      Select a task type
      Specify Publish.
      Space
      Specify [Tenant]_CSF-Source-GL space.
      Publishing Group
      Specify 030-FSM_GeneralLedgerTransaction_Compass.
  7. Add another step by performing these steps:
    1. Click Add a new step.
    2. Click Add Task to Step.
    1. Specify this information:
      Select a task type
      Specify Publish.
      Space
      Specify [Tenant]_CSF-Model-GL-Measures space.
      Publishing Group
      Specify 351- GeneralLedgerTransaction Compass Source.
  8. Click Save.