Transferring Files to the S3 storage service

Once you establish a connection to the Amazon S3 storage service, you can proceed to configure the data source in Sigma Studio for transferring the files to the listed Amazon S3 cloud-based storage service. 

For transferring the files to the S3 cloud-based storage service using Sigma Studio, perform the following steps:

1. Right-click the created Amazon S3 connection and select the Create Data Source option.
   
   Refer Connectors – Amazon S3 for more information on creating an Amazon S3 connection.
   
   
   
   The Create New Data Source page appears.
   
   
   
   
2. Enter a unique data source name in the Data Source Name field, e.g. AMAZON S3 DS.
   
   
   
   

3. In the Bucket Name field, provide the bucket name present in the connected S3 storage service, e.g. sigmareports.
   

   The File Path and File Name are optional fields. For transferring the files to the S3 cloud-based storage service, there is no need to specify the file path and the file name. Currently, Sigma Studio supports only the transfer of files to the S3 bucket cloud-based storage service. For the transferring of files to the S3 cloud based storage service, the supported formats are listed as follows:

   • CSV
   • XLS
   • PDF
   • DOCX
   • TXT
   • HTML
   • XML

   
   
   

4. Click Save to save the S3 data source.
   

   When you try to exit the Data Source screen, before saving the configured S3 data source, a warning pop-up message appears, as shown in the following screen shot:
   

   • Click Cancel, if you do not want to exit the Data Source screen.
   • Click Ok, if you want to exit the Data Source screen.

   
   
   
   A success message for creating the data source appears as shown in the following screenshot:
   
   
   
   

5. Click Ok.

Client Customization

To customize an Amazon S3 data source for a specific corporate client or customer, perform the following steps in Sigma Studio:

1. Right-click the newly created Amazon S3 data source (e.g. Amazon S3 DS) and select the Customize DS for Client option.
   
   
   
   The Edit Datasource page appears.
   
   
   
   

2.  Click the Client lookup field and select the Corporate Client or Customer of your choice, e.g. HIGHSCORE.

   The Parent Data Source Id and Connection Name are non-editable fields.  icon is used to export the S3 data source in the SQL format, while  is used to delete the S3 data source.

   
   
   
   

3.  Provide a unique data source name in the Data Source Name field, e.g. HIGHSCORE S3 DS.
   
   
   
   

4. In the Bucket Name field, provide the accurate bucket name, which exists in the S3 storage service, e.g. sigmareports.

   The File Path and File Name are optional fields. Both the File Path and File Name fields are not required if you want to transfer files to a specific bucket in the S3 storage service. It is sufficient only if you provide the relevant bucket name, specific to the selected corporate client or customer, in the Bucket Name field.

   
   
   

5. Click Save to save the customized S3 data source for the selected HIGHSCORE client.
   
   
   
   A confirmation message, indicating a successful save of the customized S3 bucket data source, appears.
   
   
   
   
6. Click Ok.

7. Access the Information Report screen and configure the report with the relevant and appropriate configurations, as shown in the following screen shot:

   For detailed information on creating reports, refer Configuring Reports.

   
   
   
   

8. Click the Additional Info tab.
   
   
   
   

9. Click the Publishers drop-down list and select the S3BUCKET option.

   
   
   

10. Click the S3BUCKET option to select the S3 data source.
    
    
    
    

11.  In the Select Publisher Data Source Id pop-up, click the Publisher Datasource lookup field and select the Parent S3 data source, e.g. AMAZON_S3_DS.

    For making use of the the customized S3 data source for a specific client, it is essential that the Parent S3 data source for the customized client data source should be aptly selected. The customized client S3 data source is HIGHSCORE S3 DS, whereas the Parent Data Source Id is AMAZON_S3_DS. So, it is essential that the AMAZON_S3_DS Parent Data Source is selected in the Publisher Data Source lookup field, while configuring a report in Sigma Studio.

    
    
    
    

12. Once the report is configured with essential attributes, click Save to save the report.
    
     
    
    

13. Access the relevant report, e.g. ACCOUNTS in the Sigma Application and click Run to generate the report.

    For detailed information on generating the reports in Sigma Application, refer Generating a Report. Once the report gets generated, the generated report can be found on the specified bucket, present in the S3 cloud-based storage service.

     
    

    
    
    The ACCOUNTS report PDF file can be found in the provided bucket (e.g. sigmareports) on the S3 cloud-based storage service, as shown in the following screen shot:
    
    
    
    On accessing the ACCOUNTS PDF file from the listed bucket (sigmareports) in the S3 storage service, you can view the additional details and properties of the transferred report PDF file, as shown in the following screen shot:
    
    
    
    The fetched data of the ACCOUNTS report is displayed in the PDF file, as shown in the following screen shot: