User Manual

To test the data source connection, click the Test and the following connected
successfully screen below appears, click OK, this validates the file location is valid and
readable.
Click OK again, and now you have successfully added your data source connection.
Once the data sources have been registered you will need to define the data tables
and the Product data fields that contain the relevant product information to be used in
creating the product image.
In a situation where there are multiple sources, each of the data tables registered to
Policy Architect need to be linked to at least one other table to enable Policy Architect
to determine how to retrieve the correct data values to make a consistent data set.
Normally each of the data source tables would be linked via the product ID as this is a
unique identifier that would be consistent across multiple data sets. In our example,
for illustration purposes, we have used a .csv file, so there is only one table.
Adding a Table
The next step in the process is to link the table within your data source by right
clicking on the Data source name and select add table, as below
Now, you will select the Name and Keyfield, as show below, the Keyfield is the unique
identifier, and the Name is the table name. In our example it’s the file name, because
you are importing from a .csv file.