Scai main sidebar

The left sidebar is composed of the following sections:

  1. Data - data exploration
  2. Dashboards - dashboards and graphs
  3. Workflows - (if deployed) the workflow automation module
  4. Settings - data visibility and general configuration
  5. Log out - exit Scai

For fast access, the left sidebar permits the user to search for any table, schema, dashboard, or submenu he is interested in. To focus on the search box, you can, at any time and on any page, use the s shortcut and start typing the resource you are interested in.


Data

Data represents the section that helps users load, explore, manipulate, analyze, and transform data from the (connected to) sql data source, if the user has the permissions to do so.This section contains the following subsections:

  1. Schema - explore all tables and views present in the database
  2. Load file - easily load csv, xls, and xlsx files
  3. Console - access the SQL console specific to the (connected to) database

Schema

The Schema menu contains all schemas, tables and views of the database you are currently connected to. As a dropdown menu and when clicking on it, you will find all the schemas and then, for each schema, all the tables and views. Thus, the following structure can be found:

  1. schema_name_1
    1. table/view_name_1
    2. table/view_name_2...
    3. table/view_name_n
  2. schema_name_2...
  3. schema_name_m

All the schemas, tables, and views are sorted in ascending order based on their names.

Load file

This menu allows you to load data files into the data source you are connected to. Follow the steps described here to initiate loading a file.


Console

We designed the console for the developers or admins. The Scai SQL console is really easy to use. You can type the code and execute it by clicking the Submit button or by pressing the shortcut Ctrl + Enter. After getting a feel of the data and, possibly, filtering it you can create a view based on the results by clicking the Save button. This will open a modal where the user can fill in the desired view schema and name. Once the Save button of this modal is clicked, the user will be redirected to the view.

Note: the console link will only appear if you are the owner of the source you are connected to. If the source was shared, you are not able to access its SQL console.


Dashboards

The next menu is Dashboards, which contains the data visualization module of Scai. This contains the following submenus:

  1. Dashboard settings
  2. Create new dashboard
  3. All your dashboards created by or shared with you

Create new dashboard

It is easy to create a new dashboard by clicking the Create new dashboard. This will open a modal where the name of the dashboard can be filled in. Once the Save button is clicked, then a new empty dashboard will be open.


Workflows

This menu is visible, depending on whether the Scai Workflow module is deployed. It will contain the following submenus:

New workflow

Click this link to easily add a new workflow. Then, you can select the path of the .bpmn20.xml file that needs to be uploaded and that has been designed within ScaiModeler. Once you upload this file, you can easily upload the necessary resources. The instructions for doing so can be found below.

Upload resources

Once you have added a workflow, if there are resources that need to be added to that particular workflow, such as file templates, images, etc., these can be added by clicking this link. A new modal will be open, which contains the following fields:

  • For process - the workflow that should have this resource attached to
  • Process file - the resource that should be uploaded
  • Name - the name of the resource to which it is referred in the workflow definition

Once the Save button is clicked, the resource is attached to a certain workflow.

Workflow overview

The Workflow overview shows an overview of the workflow statistics that are present within the ScaiWorkflow application for a certain user. The overview is designed to offer an objective perspective of the work performed by users. All the workflows will be sorted based on the workflow that contains the most unfinished tasks.

For more details about the workflow overview, you can click here.


Settings

Menu for changing the settings within Scai. These settings are described in detail here. The following settings may be available:

  • Change password - changing the password for the current logged in user
  • Refresh - refresh the database of the current connected to data source
  • Users - the list of users that have access to Scai
  • Roles - the list of user roles that are defined to have access to Scai
  • Change license - change the license key of the Scai product
  • Data sources - the list of all data sources Scai is connected to
  • General table configuration - the general table schemas and table names and their column specific configuration
  • Table visibility - the menu for specifying table visibility for different roles
  • Table updates - the menu for specifing the read/write configuration for tables
  • Column visibility - the column visibility settings for different roles across different tables/views
  • Column visibility in details - the configuration menu for editing columns which are displayed when the main column is clicked for details

Log out

When you want to exit Scai, simply click this link.