Working with Business Insights environments

Overview

When you have created a dataset, you automatically get different instances of it in three default environments (development, testing and production), as described in Creating a dataset.

This section describes how to use and manage different dataset environments.

•Default and custom environments.

oCreate custom environments.

oDelete custom environments.

•Using environments.

oGeneral information.

oExplore data.

▪Upload data.

oSecurity and Connectivity.

Default and custom environments

Set up the data feed so that each dataset environment is connected solely to the matching Bizagi process environment type.

For instance, have Bizagi processes in the Development environment send data to the dataset Development environment. Similarly, Bizagi processes in the Testing environment should send data to the dataset Testing environment.

The three default environments provided for a dataset cannot be deleted.

Create custom environments

If you want to use additional environments, or to experiment with them without mixing up different sets of data of different nature, you can create any number of custom dataset environments.

To create a custom environment, click the three dots menu of a dataset, then select New environment:

Once you give it a Name and meaningful Description, click Create Environment.

And that's it.
At this point, your new Dataset environment is available along with the default ones, and you can use it as you would the others and as described in the section below.

Delete a custom environment

To delete a custom environment, click the Delete link next to the custom environment you want to delete.

Using environments

Click the link representing the environment you want to use for a given Dataset:

You get information about the environment in the upper part of the screen, and three tabs: General information, Explore Data and Security & Connectivity.

Refer to the information below about each tab.

•General information

Presents the columns composing the structure of the Dataset, along with the Data type of each column.

You cannot modify the definition.

To define a new structure, you need to create a new Dataset.

•Explore Data

Lets you take a quick look at the data you have stored so far in that Dataset environment.

It also provides an option for you to do an initial data load (from a .csv file) if you will be using the Dataset to obtain reports on data you already have, or if you want to populate the Dataset and then continue to feed it from processes.

Upload data to a dataset

For an initial data load, click the Select a .csv button:

Upload a .csv file from its location:

Once initial data is loaded, you can take a quick look at it. Use the paging control at the bottom of the display to browse the results across different pages. Additionally, an automatic column is added as the last column in the dataset, it displays the date of the last modification of record (Only the records in a dataset with business key can be modified).

•Security & Connectivity

Provides your access keys and URL endpoints so you can feed this Dataset with data incoming from the execution of cases (per instance of business process) and consume the data stored in this Dataset in another application such as a reporting tool.

To learn more about these options refer to the links below.

oView how to configure your Bizagi processes to send data to the Dataset at Connecting Bizagi processes to feed the dataset.

oView how to consume the Dataset from other applications at Consuming the dataset from external applications.