Astera Data Stack
Version 9
Version 9
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 9.0 - Release Notes
  • Setting Up
    • System Requirements
    • Product Architecture
    • Installing Client and Server Applications
    • Connecting to a Astera Server using Lean Client
    • How to Connect to a Different Astera Server from the Lean Client
    • How to Set up a Server Certificate (.pfx) File in a New Environment
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Licensing Model in Astera 9
    • User Roles and Access Control
    • Offline Activation of Astera Data Stack
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera Data Stack
      • Setting Up Sources
      • Excel Workbook Source
      • COBOL File Source
      • Database Table Source
      • Delimited File Source
      • File System Items Source
      • Fixed Length File Source
      • Email Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
      • PDF Form Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Expression Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
      • Data Cleanse Transformation
      • File Lookup Transformation
      • SQL Statement Lookup
      • Database Lookup
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Using Data Quality Rules in Astera
      • Record Level Log
    • Database Write Strategies
      • Data Driven
      • Source Diff Processor
      • Database Diff Processor
      • Dimension Loader - Database Write
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Language Parser
      • Fixed Length Parser
      • Fixed Length Serializer
      • XML/JSON Parser
      • XML JSON Serializer
    • Visualizations
      • Basic Plots
      • Distribution Plots
  • Workflows
    • What are Workflows?
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgment Task
    • File System Task
    • File Transfer Task
    • OR Task
    • Run Dataflow Task
    • Run Program Task
    • Run SQL File Task
    • Run SQL Script Task
    • Run Workflow Task
    • Send Mail Task
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows With Parameters
    • GPG-Integrated File Decryption in Astera
  • Subflows
    • Using Subflows in Astera
  • DATA MODEL
    • Creating a Data Warehousing Project
    • Data Models
      • Introducing Data Models
      • Opening a New Data Model
      • Data Modeler - UI Walkthrough
      • Reverse Engineering an Existing Database
      • Creating a Data Model from Scratch
      • General Entity Properties
      • Creating and Editing Relationships
      • Forward Engineering
      • Verifying a Data Model
    • Dimensional Modelling
      • Introducing Dimensional Models
      • Converting a Data Model to a Dimensional Model
      • Fact Entities
      • Dimension Entities
      • Date and Time Dimension
      • Verifying a Dimensional Model
    • Documentation
      • Generating Technical and Business Documentation for Data Models
      • Lineage and Impact Analysis
    • Deployment and Usage
      • Deploying a Data Model
      • Validate Metadata and Data Integrity
      • Using Astera Data Models in ETL Pipelines
      • Connecting an Astera Data Model to a Third Party Visualization Tool
  • Functions
    • Introducing Function Transformations
    • Custom Functions
    • Logical
      • Coalesce (Any value1, Any value2)
      • IsNotNull (AnyValue)
      • IsRealNumber (AnyValue)
      • IsValidSqlDate (Date)
      • IsDate (AnyValue)
      • If (Boolean)
      • If (DateTime)
      • If (Double)
      • Exists
      • If (Int64)
      • If (String)
      • IsDate (str, strformat)
      • IsInteger (AnyValue)
      • IsNullOrWhitespace (StringValue)
      • IsNullorEmpty (StringValue)
      • IsNull (AnyValue)
      • IsNumeric (AnyValue)
    • Conversion
      • GetDateComponents (DateWithOffset)
      • ParseDate (Formats, Str)
      • GetDateComponents (Date)
      • HexToInteger (Any Value)
      • ToInteger (Any value)
      • ToDecimal (Any value)
      • ToReal (Any value)
      • ToDate (String dateStr)
      • TryParseDate (String, UnknownDate)
      • ToString (Any value)
      • ToString (DateValue)
      • ToString (Any data, String format)
    • Math
      • Abs (Double)
      • Abs (Decimal)
      • Ceiling (Real)
      • Ceiling(Decimal)
      • Floor (Decimal)
      • Floor (Real)
      • Max (Decimal)
      • Max (Date)
      • Min (Decimal)
      • Min (Date)
      • Max (Real)
      • Max (Integer)
      • Min (Real)
      • Pow (BaseExponent)
      • Min (Integer)
      • RandomReal (Int)
      • Round (Real)
      • Round (Real Integer)
      • Round (Decimal Integer)
      • Round (Decimal)
    • Financial
      • DDB
      • FV
      • IPmt
      • IPmt (FV)
      • Pmt
      • Pmt (FV)
      • PPmt
      • PPmt (FV)
      • PV (FV)
      • Rate
      • Rate (FV)
      • SLN
      • SYD
    • String
      • Center (String)
      • Chr (IntAscii)
      • Asc (String)
      • AddCDATAEnvelope
      • Concatenate (String)
      • ContainsAnyChar (String)
      • Contains (String)
      • Compact (String)
      • Find (Int64)
      • EndsWith (String)
      • FindIntStart (Int32)
      • Extract (String)
      • GetFindCount (Int64)
      • FindLast (Int64)
      • GetDigits (String)
      • GetLineFeed
      • Insert (String)
      • IsAlpha
      • GetToken
      • IndexOf
      • IsBlank
      • IsLower
      • IsUpper
      • IsSubstringOf
      • Length (String)
      • LeftOf (String)
      • Left (String)
      • IsValidName
      • Mid (String)
      • PadLeft
      • Mid (String Chars)
      • LSplit (String)
      • PadRight
      • ReplaceAllSpecialCharsWithSpace
      • RemoveChars (String str, StringCharsToRemove)
      • ReplaceLast
      • RightAlign
      • Reverse
      • Right (String)
      • RSplit (String)
      • SplitStringMultipleRecords
      • SplitStringMultipleRecords (2 Separators)
      • SplitString (3 separators)
      • SplitString
      • SplitStringMultipleRecords (3 Separators)
      • Trim
      • SubString (NoOfChars)
      • StripHtml
      • Trim (Start)
      • TrimExtraMiddleSpace
      • TrimEnd
      • PascalCaseWithSpace (String str)
      • Trim (String str)
      • ToLower(String str)
      • ToProper(String str)
      • ToUpper (String str)
      • Substring (String str, Integer startAt)
      • StartsWith (String str, String value)
      • RemoveAt (String str, Integer startAt, Integer noofChars)
      • Proper (String str)
      • Repeat (String str, Integer count)
      • ReplaceAll (String str, String lookFor, String replaceWith)
      • ReplaceFirst (String str, String lookFor, String replaceWith)
      • RightOf (String str, String lookFor)
      • RemoveChars (String str, String charsToRemove)
      • SplitString (String str, String separator1, String separator2)
    • Date Time
      • AddMinutes (DateTime)
      • AddDays (DateTimeOffset)
      • AddDays (DateTime)
      • AddHours (DateTime)
      • AddSeconds (DateTime)
      • AddMonths (DateTime)
      • AddMonths (DateTimeOffset)
      • AddMinutes (DateTimeOffset)
      • AddSeconds (DateTimeOffset)
      • AddYears (DateTimeOffset)
      • AddYears (DateTime)
      • Age (DateTime)
      • Age (DateTimeOffset)
      • CharToSeconds (Str)
      • DateDifferenceDays (DateTimeOffset)
      • DateDifferenceDays (DateTime)
      • DateDifferenceHours (DateTimeOffset)
      • DateDifferenceHours (DateTime)
      • DateDifferenceMonths (DateTimeOffset)
      • DateDifferenceMonths (DateTime)
      • DatePart (DateTimeOffset)
      • DatePart (DateTime)
      • DateDifferenceYears (DateTimeOffset)
      • DateDifferenceYears (DateTime)
      • Month (DateTime)
      • Month (DateTimeOffset)
      • Now
      • Quarter (DateTime)
      • Quarter (DateTimeOffset)
      • Second (DateTime)
      • Second (DateTimeOffset)
      • SecondsToChar (String)
      • TimeToInteger (DateTime)
      • TimeToInteger (DateTimeOffset)
      • ToDate Date (DateTime)
      • ToDate DateTime (DateTime)
      • ToDateString (DateTime)
      • ToDateTimeOffset-Date (DateTimeOffset)
      • ToDate DateTime (DateTimeOffset)
      • ToDateString (DateTimeOffset)
      • Today
      • ToLocal (DateTime)
      • ToJulianDate (DateTime)
      • ToJulianDayNumber (DateTime)
      • ToTicks (Date dateTime)
      • ToTicks (DateTimeWithOffset dateTime)
      • ToUnixEpoc (Date dateTime)
      • ToUtc (Date dateTime)
      • UnixTimeStampToDateTime (Real unixTimeStamp)
      • UtcNow ()
      • Week (Date dateTime)
      • Week (DateTimeWithOffset dateTime)
      • Year (Date dateTime)
      • Year (DateTimeWithOffset dateTime)
      • DateToJulian (Date dateTime, Integer length)
      • DateTimeOffsetUtcNow ()
      • DateTimeOffsetNow ()
      • Day (DateTimeWithOffset dateTime)
      • Day (Date dateTime)
      • DayOfWeekStr (DateTimeWithOffset dateTime)
      • DayOfWeek (DateTimeWithOffset dateTime)
      • DayOfWeek (Date dateTime)
      • DateToJulian (DateTimeWithOffset dateTime, Integer length)
      • DayOfWeekStr (Date dateTime)
      • FromJulianDate (Real julianDate)
      • DayOfYear (Date dateTime)
      • DaysInMonth(Integer year, Integer month)
      • DayOfYear (DateTimeWithOffset dateTime)
      • FromUnixEpoc
      • FromJulianDayNumber (Integer julianDayNumber)
      • FromTicksUtc(Integer ticks)
      • FromTicksLocal(Integer ticks)
      • Hour (Date dateTime)
      • Hour (DateTimeWithOffset dateTime)
      • Minute (Date dateTime)
      • JulianToDate (String julianDate)
      • Minute (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (Date dateTime)
    • Files
      • AppendTextToFile (String filePath, String text)
      • CopyFile (String sourceFilePath, String destFilePath, Boolean overWrite)
      • CreateDateTime (String filePath)
      • DeleteFile (String filePath)
      • DirectoryExists (String filePath)
      • FileExists (String filePath)
      • FileLength (String filePath)
      • FileLineCount (String filePath)
      • GetDirectory (String filePath)
      • GetEDIFileMetaData (String filePath)
      • GetExcelWorksheets (String excelFilePath)
      • GetFileExtension (String filePath)
      • GetFileInfo (String filePath)
      • GetFileName (String filePath)
      • GetFileNameWithoutExtension (String filePath)
      • LastUpdateDateTime (String filePath)
      • MoveFile (String filePath, String newDirectory)
      • ReadFileBytes (String filePath)
      • ReadFileFirstLine (String filePath)
      • ReadFileText (String filePath)
      • ReadFileText (String filePath, String codePage)
      • WriteBytesToFile (String filePath, ByteArray bytes)
      • WriteTextToFile (String filePath, String text)
    • Date Time With Offset
      • ToDateTimeOffsetFromDateTime (dateTime String)
      • ToUtc (DateTimeWithOffset)
      • ToDateTimeOffsetFromDateTime
      • ToDateTimeOffset (String dateTimeOffsetStr)
      • ToDateTimeFromDateTimeOffset
    • GUID
      • NewGuid
    • Encoding
      • ToBytes
      • FromBytes
      • UrlEncode
      • UrlDecode
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
  • Report Model
    • User Guide
      • Report Model Tutorial
    • Report Model Interface
      • Report Options
      • Report Browser
      • Data Regions in Report Models
      • Region Properties Panel
      • Pattern Properties
      • Field Properties Panel
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto Parsing
      • Connecting to Cloud Storage
      • Creating Multi Column Data Regions
      • Defining Region End Type as Specific Text and Regular Expression
      • Defining the Start Position of Data Fields
      • Floating Patterns and Floating Fields
      • How To Work With PDF Scaling Factor in a Report Model
      • Line Count
      • Pattern Count
      • Pattern is a Regular Expression
      • Using Comma Separated Values to Define Start Position
    • Auto Generate Layout (Beta)
      • Setting Up AGL in Astera
      • UI Walkthrough Auto Generation of Layout, Fields and Table
      • Using Auto Generation Layout, Auto Create Fields, and Auto Create Table (Beta)
    • Exporting Options
      • Exporting a Report Model
      • Exporting Report Model to A Dataflow
    • Miscellaneous
      • Importing Monarch Models
      • Microsoft Word and Rich Text Format Support
      • Working With Problematic PDF Files
  • API Flows
    • API Consumption
      • Consume
        • REST Connection
        • Making API Calls with the REST Client Object in Astera
        • REST API Browser
        • Method Operations
        • Pagination
      • Authorize
        • Open APIs - Configuration Details
        • Authorizing Facebook APIs in Astera
        • Authorizing Astera's Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Square API in Astera
        • Authorizing ActiveCampaign API in Astera
        • Authorizing QuickBooks’ API in Astera
        • Accessing Astera's Server APIs Through a Third Party Tool
        • Astera's Server API Documentation
  • Project Management
    • Project Management
      • Deployment
      • Server Monitoring and Job Management
      • Connecting to Source Control
      • Astera Project and Project Explorer
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera Data Stack to Create and Orchestrate an ETL Process for Partner Onboarding
      • Data Warehousing
        • Building a Data Warehouse - A Step By Step Approach
      • Data Extraction
        • Reusing The Extraction Template for Similar Layout Files
  • Connectors
    • Setting Up IBM DB2/iSeries Connectivity in Astera
    • Connecting to SAP HANA Database
    • Connecting to MariaDB Database
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to Vertica Database
    • Connecting to Snowflake Database
    • Connecting to Amazon Redshift Database
    • Connecting to Amazon Aurora Database
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MySQL Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to Microsoft Azure Databases
    • Connecting to Amazon RDS Databases
  • Miscellaneous
    • Using Dynamic Layout Template Mapping in Astera
    • Synonym Dictionary File
    • SmartMatch Feature
    • Role Based Access Control in Astera
    • Updating Your License in Astera
    • Using Output Variables in Astera
    • Connection Vault
    • Safe Mode
    • Using the Data Source Browser in Astera
    • Pushdown Mode
    • Cloud Deployment
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
      • Deploying Astera on Amazon Web Services
    • Context Information
  • Best Practices
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
    • Astera Best Practices - Dataflows
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  1. Workflows

Customizing Workflows With Parameters

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Last updated 11 months ago

Replacing Parameters In Workflows

The workflows you create with Astera can be ported to any number of target environments that may use different connections to data providers, or other settings specific to the target environment. For example, you can create and test your workflow in a staging environment, and then deploy it in your production environment.

Prior to deploying to your target environment, you may need to update the workflow’s data connections, making them appropriate for the target environment. The updating of data connections is made easy by using the Parameter Information Replacement dialog.

  1. To open the Parameter Information Replacement, the annotated icon located in the workflow toolbar, is to be selected.

This will open a new window where the parameters for your workflow are going to be defined.

The left-hand pane of the Parameter Information Replacement dialog shows the Parameter tree with the objects that support the use of parameters, present in the workflow.

  1. Select an object in the tree and update its connection in the right-hand pane’s input, as necessary.

Context Information

In addition to aligning your data connections with a target environment, you might also want to ensure that any context information is suitable for the environment in which your workflow will run. For example, make sure that the server’s name variable points to the correct server instead of being hard-coded.

This can be achieved by using Context Information parameters. Context Information parameters take their values dynamically at workflow run-time. These parameters include ServerName, JobId, UserName, DroppedFilePath, and others.

  1. To use Context Information parameters in your workflow, drag and drop the Context Information object from the Resources group in the Toolbox onto the workflow.

  1. Right-click on the object’s header and select Properties from the context menu.

This will open the Context Information Properties window.

The following parameters are available:

  • Name: Name of the workflow.

  • JobId: ID of the job assigned by the server.

  • ScheduledJobId: ID of the job associated with a schedule in case of scheduled running on a server.

  • ServerName: Name of the server running the workflow.

  • UserName: User account that runs the workflow.

  • DroppedFilePath: Path to the file being dropped, in case of a scheduled job of type when file is dropped.

  • SubmissionID: Provides the ID of the user performing the submission.

Custom Parameters

You can also define any number of custom parameters. These custom parameters can be used throughout the workflow. They can be initially assigned a default value, and then their value can change while running your workflow.

Custom parameters can be configured in the Variables object.

  1. To add a Variables object in a workflow, drag it from the Resources group in the Toolbox and drop it onto the workflow.

  1. To add a new parameter, right-click on the Variables object and select Properties from the context menu.

A new window will open.

Enter your new parameter in the grid. The parameter should be assigned a Data Type, and it can optionally be assigned a default value.

If the variable has been assigned an input value, it is going to act as an input to another object with a certain value.

If the variable has been assigned an output value, that value can be used anywhere within the dataflow and can be mapped onto other objects as well.