Platform Data Sharing (PDS)

1 Introduction

IDL Konsis is a part of the insightsoftware data sharing platform on Angles Professional, which is an insightsoftware product.

IDL Konsis can work both as a data provider and as a data consumer.

In the platform, the usual permission groups can be assigned to a user.

Figure: Administration Home

2 Connections

Using the Connections tile, you can create and manage the database connections in Angles Professional.

For example,

jdbc:datadirect:ddhybrid://hdp-dev001.angles.dev.insightsoftware.com;

hybridDataPipelineDataSource=IDL_Konsis_Test_01

Select Connections in the Administration Home. Konsis displays the Manage Connections page.

Figure: Manage Connections page

To create a connection,

1. Select Create Connection on the Manage Connections page. Konsis displays the Add New Data Source panel on the right.
2. Select a data source from the Data Sources drop-down list. Konsis displays the full page with all the other settings.
3. Specify the other settings following the instructions on the page.
4. Select Save to save your data source.

To edit a connection,

1. On the Manage Connections page, search for IDL in the search box. Konsis dispalys all the data sources that IDL Konsis provides.
2. Locate the data source you want to update. Select the three dots icon in the Actions column and then select Edit. Konsis displays the Edit Data Source page on the right.

   

   Figure: Edit icon for data sources

3. Update the data source as you want.

   

   Figure: Edit Data Source dialog

4. Select Save to apply your changes to the data source.

3 Konsis as a Data Provider

IDL Konsis provides a set of business views in Angles Professional. You can find these business views as follows:

1. Select Business Views in the Administration Home. Konsis displays the Manage Business Views page.
2. Type idl in the search box. Konsis displays all the business views IDL Konsis provides.

   

   Figure: Business Views in Angles Professional

By clicking on a row, details become visible, e.g. the database connection and the available fields.

Figure: Detailed view of the Business View Account Balance

The following data is now also provided as business views:

• Fixed asset transactions
• All other transactions
• Controlling balances
• Intercompany balances
• Vouchers and postings
• Consolidation vouchers and postings
• Charts of positions
• Positions
• Allocation of Accounts and Positions
• Report definitions

4 Konsis as a Data Consumer

IDL Konsis can now also consume data from other platform products. This includes the ability to consume data from ERP systems, for example, which are available via the Angles Professional platform application.

The IDL Konsis import system has been extensively expanded to enable the transfer of data from other insightsoftware products via PDS.

The data should be read out in the import application with the context menu item "Start import from PDS " via import tables and the application for import/export jobs.

An import wizard helps you to select the correct format. The imported data is protected against manipulation in the IEJOB application and can be transferred from there to the productive area of IDL Konsis.

A new attribute for a business view has been added to the application for import and export formats (IEFID). The attribute name is PDS Business View. The business view from which data is to be read out via PDS using this format can be specified here.

Another new attribute for the name of the associated field in the linked business view has been added to the application for import and export format fields (ALLCFLD). The attribute name is PDS Attribute.