Connecting to XML Data in Workbench 5

You can create an XML DataSet Job in Workbench 5. When you select XML as your Data Source type, you can specify the data node with data you want to retrieve as well as any nodes you want to ignore.

To create an XML DataSet Job in Workbench 5,

1. Click the  icon in the left-hand icon bar. 

2. Click the "+" button in the top right corner of the jobs listing pane.

3. Select the desired account (Domo instance) in the Domo Domain dropdown menu.
   If you have only one account set up, that account is already chosen for you and the menu is unavailable.

4. In the Name field, enter a name for the DataSet Job.
   This is the name of the job as it appears in Workbench, not the name of the uploaded DataSet in Domo.

5. In the Transport Type menu, select Local File Provider, External Process File Provider, or FTP/SFTP File Provider.
   
   Descriptions for these transport methods are as follows:

   Transport Method	Description
   Local File Provider	Lets you select a file from your machine or a network.
   External Process File Provider	Lets you use a third-party application to pull data into Domo using a script.
   FTP/SFTP File Provider	Lets you retrieve a file via FTP, SFTP (SSH-FTP), or FTPS (FTP-SSL)

6. In the Reader Type menu, select XML.

7. In the DataSet Name field, enter the name of the DataSet. This is the name of the uploaded DataSet in Domo.
   This is the only setting you can change after saving the new job.

8. In the DataSet Type field, select the type of DataSet in the dropdown.
   The DataSet type you select or enter here is reflected as the connector type in Domo after you execute the job.

9. Enter a description for the DataSet if desired.
   This is the description of the DataSet as it appears in Domo. 

10. Click Create.
    
    A new XML DataSet Job is added to the list of jobs for the currently authenticated account. Note that after creating the job, you cannot edit any of the settings you just configured except for the DataSet name. If you want to change any of the other settings, you must create a new job. 

11. Click the Configure subtab.

12. Click the Edit button under "Source."
    
    A panel opens with options for configuring the source for your XML file. The options here differ depending on the transport type you selected earlier. 

13. (Conditional) Do one of the following:

    • If you selected Local File Provider as your transport type...

      1. Click the ellipsis (...) in the File Path field.

      2. Select the desired XML file from your machine or network.

      3. Click Apply.

    • If you selected External Process File Provider as your transport type...

      1. Click the ellipsis (...) in the Program Executable field.

      2. Select the desired executable file from your machine or network.

      3. (Optional) Enter arguments in the Arguments field, if any.

      4. Click the ellipsis (...) in the Output File Path field.

      5. Select the desired output file path on your machine or network.
         The file type for the output path must be XML.

         Important: If you are planning to use the Direct Upload option, do not turn on this option until you first rename your destination columns. For more information, see Setting Up Direct Upload in Workbench.

      6. Click Apply.

    • If you selected FTP/SFTP File Provider as your transport type...

      1. Enter the server name in the Server field.

      2. Enter the port number in the Port field.

      3. Enter your server credentials in the Username and Password fields.

      4. Select the desired protocol (FTP, SFTP, or FTPS).

      5. (Optional) If you have an SSL certificate (SFTP and FTPS only), configure the settings as necessary.
         For more information about these settings, see SFTP File Provider.

      6. In the Remote File field, enter the filename for the field you want to import.

      7. Click Apply.

14. Click the Edit button under "Processing."

15. (Optional) In the Data Node field, enter the data node that contains the XML data you want to retrieve.

16. Under "Schema Change Options," specify how you want to handle schema changes in your XML. The following options are available:
     

    Schema Change Option	Description
    Only Add Columns	Allows new columns to be added. It does not remove columns that already exist but were not found.
    Add and Remove Column	The schema will always match the data in the file. Columns will be added and removed as necessary.
    Lock Schema	No column will be added or removed.

    
     

17. (Optional) In the Ignored Nodes panel, enter nodes you want to ignore when your DataSet Job is executed.

18. To enter a node, click in the empty field and type the node you want to be ignored.
    To edit an existing node, click in the row with that node and type the new node.

19. Click Apply.

20. Select the desired update method in the Update Method menu:

    • Select Replace DataSet if you want the DataSet to be replaced entirely upon updating.

    • Select Append to DataSet if you want new data to be added to the existing data set upon updating.

You are now ready to execute the DataSet Job, thereby creating an XML DataSet in Domo. However, there are many other actions you can take on the DataSet Job before you send it to Domo. These include the following:

• Scheduling a Job in Workbench 5

• Configuring notifications to be sent when the job update succeeds or fails

• Encrypting and decrypting Workbench data

• Creating new columns using calculations

• Setting a custom date format on a column

• Replacing a value in a column

• Combining DataSets

• Applying filters to columns

• Setting impersonation (which causes Workbench to run the job as an Active Directory user).