Adding ODBC as Remote Target to Data Export

The ODBC Data Export feature allows users to export data directly to an ODBC database from the Automated Flow module. Depending on the availability of SELECT permissions on the customer’s ODBC server, users can either select a schema/table from a dropdown or manually enter the table name. Afterward, a mapping interface is used to configure the data export process.

Accessing the Feature:

1. Navigate to Campaign>Automated Flow > Data Export Node:
   • From the main menu, go to Automated Flow.
   • In the flow editor, first add and configure a Recurring Node, then select the Data Export Node.
   • Under Remote Target, choose ODBC from the dropdown menu.
2. ODBC Option in Data Export Node:
   • After selecting ODBC, click Next to proceed to the schema/table selection screen.

Step 1: Select:

The next screen will display different options depending on whether the system has SELECT permissions on the customer’s SQL server:

Scenario 1: SELECT Permissions Exist

• Select Schema and Table:
  • First, a Select Schema dropdown field will appear. Choose the schema from this dropdown. Once the schema is selected, a Select Table dropdown will appear. From this dropdown, select the table you want to export data to.
  • Click Next to proceed to the mapping interface.

Scenario 2: No SELECT Permissions

• Manual Table Entry:
  • If the system does not have SELECT permissions, you will be prompted to manually enter the table name.
  • Input the table name in the provided field and click Next to continue.

Step 2: Data Mapping Interface

• Once the schema/table is selected (or manually entered), you will be presented with the mapping interface.
• This interface mirrors the functionality found in the Data Space Update node, allowing you to map fields between the Dengage platform and the ODBC database.
• Complete the mapping by connecting the relevant Dengage platform fields to the corresponding ODBC table columns.

Prerequisite: Defining ODBC as a Remote Target

Before using features requiring ODBC as a remote target, follow these steps to configure it:

1. Navigate to Remote Targets:
   • Go to Settings > Integrations > Remote Targets.
2. Add a New Remote Target:
   • Click the Add button.
3. Enter Remote Target Details:
   • In the pop-up window:
     • Fill in the Name of your remote source.
     • From the Type dropdown menu, select ODBC.
     • Driver: Choose the relevant driver for your database (e.g., Amazon Redshift, Dremio, SAP Hana, Vertica, Teradata).
     • Provide the necessary server information and user information.
4. Save the Remote Target:
   • After entering all the required details, click Save.

Your ODBC remote target is now set up and ready for use in relevant data export features.