Historization

Overview

Historization, shown by the HP marker, represents the flow from an IMP object in the Staging layer to an STG object in the Persisted staging layer. It shows where changes are retained as historical records.

Function

A historization flow connects an imported object, such as IMP.Categories, to a persisted staging result, such as STG.Categories. The predecessor IMP object provides the Add command used to create the historization.

The HP marker identifies the historization relationship. Use the predecessor IMP rectangle for Add -> Historization. The marker may expose limited diagram actions in some application versions, but it is not the owner of the complete creation menu.

Access

Historizations can be created from an eligible IMP object on the dataflow diagram and maintained through package navigation entries and historization-related list views.

How to access

Navigation tree

Packages -> Historization

Toolbar

ETL -> List -> Historizations, or ETL -> List -> Packages

Create on diagram

Right-click an eligible IMP object and select Add -> Historization.

Visual element

IMP object -> HP marker -> STG object.

Screen overview

Historization relationship screen overview

Context menu used to create a historization

Right-click the predecessor IMP object, such as IMP.Categories, and select Add -> Historization.

Import object context menu used to create a historization

ID	Command	Description
1	Locate in tree	Locates the selected import object in the Data warehouse tree.
2	Set filter	Sets the selected import object as the current filter for the dataflow diagram.
3	Add to filter	Adds the selected import object to the current diagram filter.
4	Refresh	Refreshes the selected import object in the dataflow diagram.
5	Add	Opens the submenu containing the available options for adding an object.
6	Delete	Deletes the selected import object.
7	References	Opens the submenu containing reference-related options for the selected import object.
8	Locks	Opens the submenu containing lock-related options for the selected import object.
9	Object groups	Opens options for managing the object groups associated with the selected import object.
10	Import/Export object definition	Opens the submenu for exporting the selected import object definition.
11	Customize colors	Opens the submenu for customizing the display colors of the selected import object.

Sub menus

Import object submenu groups used for historization

ID	Submenu group	Description
A	Add	Contains the available options for adding an object related to the selected import object.
B	References	Contains options for viewing or managing references associated with the selected import object.
C	Locks	Contains lock-related options for the selected import object.
D	Import/Export object definition	Contains options for exporting the selected import object definition.
E	Customize colors	Contains options for customizing the colors used to display the selected import object.

A) Add Submenu

Import object Add submenu used on the Historization page

ID	Command	Description
1	Data source	Opens options for adding a data source.
2	Historization	Opens options for adding a historization object.
3	Transformation	Opens options for adding a transformation object.
4	Export	Opens options for adding an export object.
5	Data vault hash fields	Opens options for adding Data vault hash fields.
6	Data vault hub	Opens options for adding a Data vault hub.
7	Data vault satellite	Opens options for adding a Data vault satellite.
8	Data vault link	Opens options for adding a Data vault link.
9	Calendar dimension	Opens options for adding a calendar dimension.
10	Time dimension	Opens options for adding a time dimension.
11	Snapshot dimension	Opens options for adding a snapshot dimension.

B) References Submenu

Import object References submenu used on the Historization page

ID	Command	Description
1	Show reference diagram (active)	Shows active reference diagrams associated with the selected import object.
2	Show reference diagram (inactive)	Shows inactive reference diagrams associated with the selected import object.
3	Show reference diagram (all)	Shows all reference diagrams associated with the selected import object.
4	List references	Lists references associated with the selected import object.
5	Add reference	Adds a reference to the selected import object.
6	Start reference	Starts creating a reference from the selected import object.

C) Locks Submenu

Import object Locks submenu used on the Historization page

ID	Command	Description
1	Lock object	Locks the selected import object.

D) Import/Export object definition Submenu

Import object Import/Export object definition submenu used on the Historization page

ID	Command	Description
1	Export to file	Exports the selected import object definition to a file.
2	Export to cloud	Exports the selected import object definition to the cloud.

E) Customize colors Submenu

Import object Customize colors submenu used on the Historization page

ID	Command	Description
1	Background Color	Changes the background color of the selected import object.
2	Foreground Color	Changes the foreground color of the selected import object.