Astera Data Stack
Version 11
Version 11
  • Welcome to Astera Data Stack Documentation
  • RELEASE NOTES
    • ReportMiner 11.1 - Release Notes
  • SETTING UP
    • System Requirements
    • Product Architecture
    • Installing Client and Server Applications
    • Install Manager
      • Installing Packages on Client Machine
      • Installing Packages on Server Machine
    • Connecting to an Astera Server using the Client
    • How to Connect to a Different Astera Server from the Client
    • How to Build a Cluster Database and Create Repository
    • Repository Upgrade Utility in Astera
    • How to Login from the Client
    • How to Verify Admin Email
    • Licensing in Astera
    • How to Supply a License Key Without Prompting the User
    • Enabling Python Server
    • User Roles and Access Control
    • Offline Activation of Astera
    • Silent Installation
  • Astera Intelligence
    • LLM Generate
    • Text Converter
  • DATAFLOWS
    • What are 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
      • Parquet File Source (Beta)
      • MongoDB Source (Beta)
      • Data Model Query
    • 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
      • AI Match Transformation
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML File Destination
      • Parquet File Destination (Beta)
      • Excel Workbook Report
      • MongoDB Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Using Data Quality Rules in Astera
      • Record Level Log
      • Quick Profile
    • Database Write Strategies
      • Data Driven
      • Source Diff Processor
      • Database Diff Processor
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Language Parser
      • Fixed Length Parser
      • Fixed Length Serializer
      • XML/JSON Parser
      • XML/JSON Serializer
    • Data Warehouse
      • Fact Table Loader
      • Dimension Loader
      • Data Vault Loader
    • EDI
      • EDI Source File
      • EDI Message Parser
      • EDI Message Serializer
      • EDI Destination File
  • WORKFLOWS
    • What are Workflows?
    • Creating Workflows in Astera
    • Decision
    • EDI Acknowledgment
    • File System
    • File Transfer
    • Or
    • Run Dataflow
    • Run Program
    • Run SQL File
    • Run SQL Script
    • Run Workflow
    • Send Mail
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows With Parameters
    • GPG-Integrated File Decryption in Astera
    • AS2
      • Setting up an AS2 Server
      • Adding an AS2 Partner
      • AS2 Workflow Task
  • 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
      • Relationship Manager
      • Virtual Primary Key
      • Virtual Relationship
      • Change Field Properties
      • Forward Engineering
      • Verifying a Data Model
    • Dimensional Modelling
      • Introducing Dimensional Models
      • Converting a Data Model to a Dimensional Model
      • Build Dimensional Model
      • Fact Entities
      • Dimension Entities
      • Placeholder Dimension for Early Arriving Facts and Late Arriving Dimensions
      • Date and Time Dimension
      • Aggregates in Dimensional Modeling
      • Verifying a Dimensional Model
    • Data Vaults
      • Introducing Data Vaults
      • Data Vault Automation
      • Raw Vault Entities
      • Bridge Tables
      • Point-In-Time Tables
    • Documentation
      • Generating Technical and Business Documentation for Data Models
      • Lineage and Impact Analysis
    • Deployment and Usage
      • Deploying a Data Model
      • View Based Deployment
      • Validate Metadata and Data Integrity
      • Using Astera Data Models in ETL Pipelines
      • Connecting an Astera Data Model to a Third-Party Visualization Tool
  • 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
      • Auto-Creating Data Regions and Fields
      • Line Count
      • Auto-Parsing
      • Pattern Count
      • Applying Pattern to Line
      • Regular Expression
      • Floating Patterns and Floating Fields
      • Creating Multi-Column Data Regions
      • Defining the Start Position of Data Fields
      • Data Field Verification
      • Using Comma Separated Values to Define Start Position
      • Defining Region End Type as Specific Text and Regular Expression
      • How To Work With PDF Scaling Factor in a Report Model
      • Connecting to Cloud Storage
    • Auto Generate Layout
      • Setting Up AGL in Astera
      • UI Walkthrough - Auto-Generate Layout, Auto-Create Fields and Create Table Region
      • Using Auto Generation Layout, Auto Create Fields and Auto Create Table (Preview)
    • AI Powered Data Extraction
      • AI Powered Data Extraction Using Astera North Star
      • Best Practices for AI-Powered Template Creation in Astera
    • Optical Character Recognition
      • Loading PDFs with OCR
      • Best Practices for OCR Usage
    • 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 Flow
    • API Publishing
      • Develop
        • Designing an API Flow
        • Request Context Parameters
        • Configuring Sorting and Filtering in API Flows
        • Enable Pagination
        • Asynchronous API Request
        • Multiple Responses using Conditional Route
        • Workflow Tasks in an API Flow
        • Enable File Download-Upload Through APIs
        • Database CRUD APIs Auto-Generation
        • Pre-deployment Testing and Verification of API flows
        • Multipart/Form-Data
        • Certificate Store
      • Publish
        • API Deployment
        • Test Flow Generation
      • Manage
        • Server Browser Functionalities for API Publishing
          • Swagger UI for API Deployments
        • API Monitoring
        • Logging and Tracing
    • API Consumption
      • Consume
        • API Connection
        • Making API Calls with the API Client
        • API Browser
          • Type 1 – JSON/XML File
          • Type 2 – JSON/XML URL
          • Type 3 – Import Postman API Collections
          • Type 4 - Create or customize API collection
          • Pre-built Custom Connectors
        • Request Service Options - eTags
        • HTTP Redirect Calls
        • Method Operations
        • Pagination
        • Raw Preview And Copy Curl Command
        • Support for text/XML and SOAP Protocol
        • API Logging
      • Authorize
        • Open APIs - Configuration Details
        • Authorizing Facebook APIs
        • Authorizing Astera’s Server APIs
        • Authorizing Avaza APIs
        • Authorizing the Square API
        • Authorizing the ActiveCampaign API
        • Authorizing the QuickBooks’ API
        • Astera’s Server API Documentation
        • NTLM Authentication
        • AWS Signature Authentication
  • SERVER APIS
    • Accessing Astera’s Server APIs Through a Third-Party Tool
      • Workflow Use Case
  • Project Management and Scheduling
    • Project Management
      • Deployment
      • Server Monitoring and Job Management
      • Cluster Monitor and Settings
      • Connecting to Source Control
      • Astera Project and Project Explorer
      • CAR Convert Utility Guide
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
    • Configuring Multiple Servers to the Same Repository (Load Balancing)
    • Purging the Database Repository
  • Data Governance
    • Deployment of Assets in Astera Data Stack
    • Logging In
    • Tags
    • Modifying Asset Details
    • Data Discoverability
    • Data Profile
    • Data Quality
    • Scheduler
    • Access Management
  • 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
      • ComputeSHA256
      • ComputeMD5
      • ComputeHash (Str, Key)
      • ComputeHash (Str, Key, hex)
      • ConvertEncoding
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
      • IsMatchRegEx (StartAt)
      • IsMatchRegEx
      • IsUSPhone
      • IsUSZipCode
      • GetMatchRegEx
      • GetMatchRegEx (StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
      • TotalMilliseconds
      • TimeSpanFromTicks
      • Ticks
      • TotalHours
      • Seconds
      • TotalDays
      • ToTimeSpan (Hours, Min, Sec)
      • ToTimeSpan (Milli)
      • ToTimeSpan
      • TotalSeconds
      • TotalMinutes
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
    • Processes
      • TerminateProcess
      • IsProcessRunning
  • USE CASES
    • End-to-End Use Cases
      • Data Integration
        • Using Astera Data Stack to Create and Orchestrate an ETL Process for Partner Onboarding
        • Integrating Document Processing into Existing Systems with Astera Server APIs
      • 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
    • Amazon S3 Bucket Storage in Astera
    • Connecting to Amazon RDS Databases
    • Microsoft Azure Blob Storage in Astera
    • ODBC Connector
    • Microsoft Dynamics CRM
    • Connection Details for Azure Data Lake Gen 2 and Azure Blob Storage
    • Configuring Azure Data Lake Gen 2
    • Connecting to Microsoft Message Queue
    • Connecting to Google BigQuery
    • Azure SQL Server Configuration Prerequisites
    • Connecting to Microsoft Azure SQL Server
    • Connecting to Microsoft SharePoint in Astera
  • Incremental Loading
    • Trigger Based CDC
    • Incremental CDC
  • 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
    • Parameterization
    • Connection Vault
    • Safe Mode
    • Context Information
    • Using the Data Source Browser in Astera
    • Pushdown Mode
    • Optimization Scenarios
    • Using Microsoft’s Modern Authentication Method in Email Source Object
    • Shared Actions
    • Data Formats
    • AI Automapper
    • Resource Catalog
    • Windows Authentication
    • Cloud Deployment
      • Deploying Astera Data Stack on Microsoft Azure Cloud
      • Deploying Astera Data Stack on Oracle Cloud
      • Deploying Astera Data Stack on Amazon Web Services
      • Setting up the Astera Server on AKS
    • GIT In Astera Data Stack
      • GIT Repositories in Astera Data Stack
      • Moving a Repository to a Remote Server
      • Git Conflicts in Astera Data Stack
    • Astera Best Practices
  • FAQs
    • Installation
      • Why do we need to make two installations for Astera?
      • What’s the difference between Custom and Complete installation?
      • What’s the difference between 32-bit and 64-bit Astera?
      • Can we use a single license for multiple users?
      • Does Astera client work when it’s not connected to the server?
      • Why do we need to build a cluster database and set up a repository while working with Astera?
      • How do we set up multiple servers for load balancing?
      • How do we maintain schedules when migrating server or upgrading version?
      • Which database providers does Astera support for setting up a cluster database?
      • How many Astera clients can be connected to a single server?
      • Why is Astera not able to access my source file or create a new one?
    • Sources
      • Can I use data from unstructured documents in dataflows?
      • Can I extract data from fillable PDF forms in Astera?
      • Does Astera support extraction of data residing in online sources?
      • How do I process multiple files in a directory with a single execution of a flow?
      • Can I write information from the File System Items Source to the destination?
      • Can I split a source file into multiple files based on record count?
      • Does Astera support data extraction from unstructured docs or text files?
      • What is the difference between full and incremental loading in database sources?
      • How is the File System Items Source used in a Dataflow?
      • How does the PDF Form Source differ from the Report Source in Astera?
      • Does Astera support extraction of data from EDI files?
      • How does the Raw Text Filter option work in file sources in Astera?
    • Destinations
      • If I want to have a different field delimiter, say a pipe (“|”), is there an option to export with a
      • Tools Menu > Data Format has different date formats, but it doesn’t seem to do anything.
      • Can we export the Object Path column present in the Data Preview window?
      • I want to change the output format of a column.
      • What will be the outcome if we write files multiple times to the same Excel Destination?
    • Transformations
      • How is the Aggregate Transformation different from the Expression Transformation?
      • Can we omit duplicate records using the Aggregate Transformation in Astera?
      • How many datasets can a single Aggregate object take input from?
      • How is Expression Transformation different from the Function Transformation?
    • Workflows
      • What is a Workflow in Astera?
      • How do I trigger a task if at least one of a set of tasks fails?
      • Can I perform an action based on whether a file has data?
    • Scheduler
      • How can I schedule a job to run every x hours?
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  1. USE CASES
  2. End-to-End Use Cases

Data Warehousing

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Building a Data Warehouse – A Step by Step Approach