ZENfra Third-Party Data Feature Instructions

The third-party data functionality in our ZENfra tool is designed to empower users with the capability to integrate their own data seamlessly. This feature allows users to establish a connection between pre-existing data and user-defined data, facilitating enhanced analytics and comprehensive insights.

Specifically designed to streamline the integration of Device log data with a variety of user-defined data formats, including xlsx, CSV, text, and zip. 

ZENfra offers a user-friendly interface to effortlessly merge diverse data sources. This instruction manual serves as a comprehensive guide to efficiently leverage the third-party data feature, enabling users to maximize the utility of their data and derive valuable analytical outcomes.

• Click on the Import Button located in the right corner of the log upload menu. This action will navigate you to select the data type. 

• In that, you can see a category named Others. Click on the option New Source which will navigate you to the import data page.

• On the import data page, you will find two different methods for importing data: 'Import from Your Computer' and 'Import from the Data Repository'.

• Click on the designated area that states, 'Drop files here' or 'Click to upload'. This will open a selection box allowing you to choose the third-party data file from your computer.

• After selecting the required third-party data, click 'Open' or simply drag and drop the file into the 'Drop files here' or 'Click to upload' area to initiate the import process into ZENfra.
• Subsequently, you will be directed to the configuration process for further adjustments and specifications.

• Hence, now you will be in the configuration process level for third-party data import, here you will have many things to consider for configuration. 

• On the Configuration Page, you will notice a box in the left corner, as shown in the image.
• To customize your third-party data source name, click the 'Edit Icon', which allows you to modify the name as per your requirements.
• Below the customized name, all the sheets of the third-party data source will be presented. By clicking on each sheet, you can choose whether to add it to an already existing third-party data source or it should stay in a new third-party data source.

Note: this feature is optional and serves to facilitate the addition of additional sheets to the existing third-party data source. If you do not require this feature, you can proceed without utilizing it.

• After customizing the third-party data source name, you can see a box above the table, displaying the currently selected sheet name. Clicking the 'Edit Icon' enables you to modify the sheet name as needed.
• Next to the sheet name editing feature, there is a section named 'Dataset Permission'. This functionality allows you to designate read and write privileges to other users, enabling them to edit the third-party data source you are currently uploading.

• Within the table, the first column is labeled as "Field Name," and it presents all the columns in the currently selected sheet of the third-party data source.

• The second column is labeled as "Unique," and it includes a selection option button corresponding to each field name. Enabling this option designates the particular field as the unique identifier for the data.

Note: It is mandatory to enable at least one unique field. You can enable a maximum of five unique fields.

• The subsequent column is the "Relationship" column, clicking on it will lead you to a pop-up box.

• Within this pop-up box, you can select the specific Device Type's Log and Report to which your third-party data should be mapped.
• Subsequently, a list of columns from the selected report will be displayed. You are required to designate the column to which your third-party data is related. After making the necessary selections, click "Done."

• In the "Field Permission" column, you can control which users can edit specific fields. This feature is accessible for users authorized to edit the sheet under Dataset Permission.
• Users authorized to edit the sheet will have the freedom to edit fields. If you want to limit their access to certain fields, you can enable the field permission cell for that specific field and remove their name from the list of allowed users.

• The final column is the "Action" column, providing you with the option to delete a specific field from the selected sheet of the third-party data source.
• Clicking on the delete icon will prompt a pop-up box to confirm whether you want to delete the particular column.
  
• Upon clicking the "Yes" button, the field will be removed from the third-party data source you are currently uploading.
  

The information you will find on this page is mentioned below,

•   Source Field: Displays the customized name of the data source set by the user.
•   Imported Date Field: Indicates the date and time of the data import.
•   File Name Field: This shows the original name of the imported data file.
•   Dataset Field: Displays the sheet name(s) from the data file. In case of multiple sheets, they will be listed one by one in subsequent rows.
•   Imported By Field: Exhibits the username of the individual who performed the data import.
•   Version Field: Reflects the version of the data file. The default version is Version 1, which may change following any data cleansing actions taken during the import process.
•   Status Field: Indicates the status of the specific sheet within the data file. Clicking on this field opens a drop-down information box, providing details on the number of rows imported to ZENfra, the number of rows updated, the number of rows that failed to import, the number of duplicate rows removed, and the cumulative total of these rows.

• Upon reviewing the import status information, clicking the “Continue” button will redirect you to the Data Cleansing page, where you can execute the data cleansing process by establishing rules.
• On the Left Side of the page, you will find a list of all the Configured Sheets. Clicking on a specific sheet will display the data within that sheet in a table format.
  
• The first field(s) in the table will represent the column(s) designated as Unique, followed by the other columns.
  
• On the Right Side of the page, click on the QC button displayed at the top right corner to open the side panel. Clicking this New Rule button displayed in the panel will navigate you to the data cleansing rule creation page.
  

• Click on the "New Rule" button to access the Rule creation page for data cleansing.
• Provide a Name for the rule you are creating (mandatory).
  
• Enable the "Apply During the Data Import" button to ensure that the rules you create will be applied during data import to ZENfra.
  
• On the left side of the page, locate the "Field Name" section, which displays the list of sheets in your data source.
  
• Select a specific sheet to reveal a dropdown list of column names present in that sheet for reference.
  
• Next to that field, identify the "Action Field" and select the field for which you want to execute the data cleansing process. Note that you can only perform data cleansing on one column per rule. If you need to perform the same process for another column, create a separate rule.
  

• Utilize the rule to perform the following data cleansing processes:
  

     * Changing word case formats   

     * Removing words

• Advanced: You can also implement logical conditions for data cleansing by utilizing the conditions option given below.
  
• After creating the rule, click the "Save" button to finalize the rule creation process.
  

• Upon clicking "Save," you will be redirected back to the data cleansing page, where you can find the rule you created displayed on the right-side panel. Clicking on the rule will apply it to the data, and the output will be presented with highlights as shown in the picture.
• You can create several rules as needed. Finally, click the "Finish" button to complete the entire process of the third-party data importing.
  

• You will now be redirected to the Log Upload page, where your Third-Party Data Source will be processed under the Log Type - Others category.

• Navigate to the Analytical Report page for the relevant device log.
• Locate the "Connect Data" section within the page.
  

• Click on "Connect Data" to reveal a dropdown menu.
• In this dropdown, you will find the name of the Third-Party Data Source that you've uploaded and linked to the current device log.
  

• Click on the name of the third-party data source to establish a connection with it.
• Additionally, you can establish a connection in the reverse direction, meaning from the third-party report to the device log. Follow the same procedure to perform the vice versa method.
  

If corrections or updates are needed for third-party data configuration after a successful upload, you can follow these steps:

• Navigate to the "Manage Source" menu located in the menu bar.
• In the "Manage Source" section, you will find a table containing information about the uploaded third-party data.
• Identify the sheet for which you need to make edits. Click on the three dots in the last column corresponding to the sheet name.

A dropdown box will appear with the following options:

• Version History: View the historical records and download data for a specific version.
• Edit: Initiate the editing process for the selected sheet.
• Delete: Permanently remove the selected sheet.
• Data Cleansing: Perform data cleansing processes and save changes to be applied to the data available in the analytics section.
• Version History Option: Explore the version history to review changes made over time and download data for a desired version.
• Edit Option: Use the "Edit" option to make necessary corrections or updates in the specific sheet.
• Data Cleansing Option: Utilize the "Data Cleansing" option to perform data quality enhancement processes. Save the changes to apply them to the data available in the analytics section.

These steps allow you to efficiently manage and edit third-party data configurations even after a successful upload.

Kindly refer to the user manual instruction document specifically made for the Manage Source Feature for in-depth information.