Data Extraction Configuration

Using the Data Extract feature, you can extract transactional and master data from the standard data sources. You can configure the application to extract data at specified times/intervals, selected campaigns/groups, and also store the extracted data at specified locations.

This section explains the configurations required for this.

Configure Data Source

Data Source is the list of fields available for selection. There are standard data sources available in the Campaign Manager application. For example, Call Activity is one data source. This data source provides details about call attempts made and the results of these attempts.

To configure a data source, follow the steps:

1. Add the master entry in the OBD_AE_Extraction_DataSource table to configure data source view or stored procedure name.

   INSERT [dbo].[OBD_AE_Extraction_DataSource] ( [DataSourceName], [ViewName], [Dialer], [IsProcedureORView], [ConnectionStringName])
   VALUES (N'Call Activity Stored Procedure', N' LCM_HR_CALLActivity ', N'UCCE', 1, N'LCMReportsConnectionString')

2. The database now shows the following table:

   

3. The Campaign Manager application shows the entry in the Reports > Data Extract > Add Data Extract screen:

   

4. Add the master entry in the OBD_AE_Extraction_DataSourceColumn table to configure data source column. Use the following query to get the created view ID or the stored procedure in the data source table:

   SELECT ID FROM [OBD_AE_Extraction_DataSource] WHERE ViewName = ‘LCM_HR_CALLActivity’

5. Use the ID and execute the following script:

   INSERT [dbo].[OBD_AE_Extraction_DataSourceColumn] ([DataSourceID], [ColumnName], [DisplayName]) VALUES (2, N'CAId', N'UniqueID')

6. If the DataSourceID is 2, the table looks as below:

   

7. The Campaign Manager application shows the entry in the Reports > Data Extract > Add Data Extract screen:

   

8. The application displays all the fields for this data source in the Available fields section. You can select the required fields for your Data Extract report and move them to the Selected fields section.

Note:

Reports > Data Extract section of the User Guide contains complete details of setting up the Data Extract, the extracted fields and their descriptions, etc.

Additional Information

When creating a procedure, application uses the following parameter structure:

• @i_CampaignId, nvarchar(max)

• @i_FromDate, nvarchar(30)

• @i_ToDate, nvarchar(30)

• @i_IsLastOutcome, int -1 for last outcome, 2 for all outcomes

• @i_IsCloseContact, bit - 1 to select closed contacts, 0 for other contacts

• @i_selectparameter, nvarchar(max)

• @i_IsOpenContact, bit – 1 to select Open contacts, 0 for other contacts (this option is effective 4.2.1.49 release)

  Limitation

  @i_IsOpenContact is effective 4.2.1.49 release. You cannot use this if your application is running on an earlier version.

Fields