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Manage connections manage-connections

Once you have created or edited one or more connections, you can manage them in Connections. The Connections interface let you:

  • View all your connections at a glance, including the owner, the sandbox, and when the connections were created and modified.
  • Edit a connection.
  • Delete a connection.
  • Create a data view from a connection.
  • View all datasets in a connection.
  • Check the status of your connection’s datasets and the status of the ingestion process. For example, when is your data available so that you can start with reporting and analysis in Analysis Workspace.
  • Identify any data discrepancies due to misconfiguration. Are you missing any rows? If so, what rows are missing and why? Did you misconfigure connections and cause missing data in Customer Journey Analytics?
  • Get insights on the usage of ingested and reportable rows across all your connections.

Connections has two interfaces: List and Usage.

List

The List interface is the default interface for Connections. If not selected, select the List tab to access the interface.

list view

The List interface shows a table of all connections available. You can quickly search for a connection using the Search Search box.

The following columns or icons are available in the table.

Column or Icon
Description
Name
The connection’s friendly name. Select the hyperlinked name to see the details of the connection.
Information

To view information about Datasets included, Sandbox, Owner, and more, select Information next to the connection name.

A popup window displays details about the dataset.

Connection info popup

More

Select More to open a context menu. You can select:

Edit Edit to edit a connection.

Delete Delete to delete a connection.

Data view Create new data view to create a new data view for the connection.

GraphPathing Connection map to view a connection map for the connection.

[B2B Edition]{class="badge informative" title="Customer Journey Analytics B2B Edition"}
Connection type
The type of connection: Person-based or Account-based connection.
Datasets

One or more links to the datasets that are part of the connection. You can select the dataset hyperlink to view the dataset in the connection. If more datasets are part of the selected connection, select +x more to show a Datasets included panel. This panel shows links to all datasets and an option to Search search for specific datasets that is part of the connection.

Datasets included

Select a dataset name to open the dataset in the Experience Platform interface in a new tab.

Sandbox
The Experience Platform sandbox from which this connection draws its datasets. You select this sandbox when you created the connection. You cannot change the sandbox once a connection is saved.
Owner
The person who created the connection.
Import new data

The status of importing new data for datasets:

Status green ÌýÌýÌý x On for datasets configured to import new data, and

Status gray ÌýÌýÌý x Off for datasets not configured to import new data.

Date created
The timestamp when the connection was created.
Last modified
The timestamp when the connection is last updated.
Backfill data

The status for backfill data across datasets.

Status red ÌýÌýÌý x backfills failed for number of failed backfills across datasets,

Status orange ÌýÌýÌý x backfills processing for number of processing backfills across datasets,

Status green ÌýÌýÌý x backfills completed for number of completed backfills for datasets, and

Status gray ÌýÌýÌý Off in case no backfills are defined for the datasets in the connection.

To configure which columns to display in the table, select Column settings . In the Customize table dialog, select the columns to show.

Edit a connection

To edit a connection:

  1. Select More next to the connection name
  2. Select Edit Edit from the context menu.

Alternatively, you can:

  1. Select the connection row.

  2. Select Edit Edit from the blue action bar.

See Create or edit a connection for more information.

Delete a connection connections-delete

To delete a connection:

  1. Select More next to the connection name.
  2. Select Delete Delete.

Alternatively, you can:

  1. Select the connection row.

  2. Select Delete Delete from the blue action bar.

When you delete a connection, a Delete connection panel indicates which data views are deleted and which workspace projects are affected.

  • In ➊ Info, the implications of the deletion of the connection are shown.

    Delete connection

    Select Continue to confirm the deletion.

  • In âž‹ Confirmation, enter the name of the connection in Type connection name, and select Delete to delete the connection. Select Cancel to cancel.

See Deletion implications for more information about deleting a connection.

Create a data view for a connection

To create a data view for a connection:

  1. Select More next to the connection name.
  2. Select Add data view Create new data view.

Alternatively, you can:

  1. Select the connection row.

  2. Select Add data view Create data view from the blue action bar.

See Create or edit a data view for more information.

Map a connection

To view a connection map that details the relationships between the datasets that are part of a connection:

  1. Select More next to the connection name.
  2. Select GraphPathing Connection map.

Connection details connection-detail

To go to the details for a connection, select a hyperlinked connection name in the connections table.

All datasets window showing the widgets and settings

The Connections details interface provides a detailed view of the status of a connection. You can:

  • Check the status of your connection’s datasets and of the ingestion process.
  • Identify configuration problems that can cause skipped or deleted records.
  • See when the data is available for reporting.
User Interface
Description
Edit Edit Connection
To edit the details of a connection, select Edit Edit Connection. See Create or edit a connection for more information.
Dataset selector
Select one or all datasets to show details for in the connection. You cannot multi-select datasets. Defaults to All datasets.
Date range selector
Select a data range to show details for in the connection. Edit start date, end date, or select Calendar to open the date range selector. In the date range selector, select a date range by using one of the predefined periods (for example Last 6 months) or use the calendar to select start and end date. Select Apply to apply the new date range to the connection details.
Records of event data available
The total number of event dataset rows available for reporting, for the entire connection. This count is independent of any date range or dataset selection.
Metrics

Summarize the event, lookup, profile and summary dataset records that are added, skipped, and deleted, and the number of batches added. These metrics are based on the dataset and date range that you have selected.

Select Check detail to show the Check skipped detail popup. The popup lists the number of skipped records and the reason for all event datasets or selected dataset.

Skipped records

Select Info popup with more information. For some skipped reasons, like Empty visitor ID, the popup displays Sample PSQL for EQS (Experience Platform for Query Service) you can use in Query Service to query for the skipped records in the dataset. Select Copy Copy sample PSQL for EQS to copy the SQL.

Records added
A visualization to indicate how many rows were added in the selected time period, for the dataset and date range you have selected. Updates every 10 minutes.
Records skipped

A visualization to indicate how many rows were skipped in the selected time period, for the dataset and date range you have selected. Reasons for skipping records include: missing timestamps, missing or invalid Person ID or Account ID [B2B Edition]{class="badge informative" title="Customer Journey Analytics B2B Edition"}, and so forth. Updates every 10 minutes.

Invalid IDs (such as undefined, or 00000000, or any combination of numbers and letters in a Person ID that appear in an event more than 1 million times in a given month) are IDs that cannot be attributed to any specific user or person. These rows cannot be ingested into the system and result in error-prone ingestion and reporting. To fix invalid Person IDs or Account IDs [B2B Edition]{class="badge informative" title="Customer Journey Analytics B2B Edition"}, you have 3 options:

  • Use Stitching to populate the undefined or all-zero user IDs with valid user IDs.
  • Blank out user IDs, which are then skipped during ingestion (preferable to invalid or all-zero user IDs).
  • Fix any invalid user IDs in your system before ingesting the data.
Records deleted

A visualization to indicate how many rows were deleted in the selected time period, for the dataset and date range you have selected. Someone might have deleted a dataset in Experience Platform, for example. Updates every 10 minutes.

In some scenarios, this value can also include records replaced, as with stitching or some lookup dataset updates. Consider this example:

  • You upload one record to an XDM Individual Profile dataset, which Customer Journey Analytics is configured to ingest as profile lookup data. In the connection details, this dataset would display 1 record added.
  • You upload a duplicate of the original record into the same AEP dataset, which now contains two records. Customer Journey Analytics ingests the additional record from the profile or account [B2B Edition]{class="badge informative" title="Customer Journey Analytics B2B Edition"} lookup dataset. Seeing that a profile or account record is already ingested in the connection for that Person ID or Account ID [B2B Edition]{class="badge informative" title="Customer Journey Analytics B2B Edition"}, Customer Journey Analytics deletes its earlier version and adds the new profile data. In the connection details, this action would represent 1 record added and 1 record deleted, because Customer Journey Analytics only retains the most recent profile lookup data for any ingested Person ID or Account ID [B2B Edition]{class="badge informative" title="Customer Journey Analytics B2B Edition"}.
  • In total, the AEP dataset contains two records that happen to be identical. Separately, the Customer Journey Analytics connection details display the status of its ingested data: 2 records added and 1 record deleted for this profile dataset.
Search
Dataset search field. You can search the datasets table by dataset name or dataset ID.
Datasets table
The datasets that are part of the connection. See the table below for further explanation. Select SelectBox a single dataset to show only connection details for the selected dataset. This is equivalent to the selection of a dataset from the Dataset selector.

The datasets table displays the following columns for each dataset:

Column
Description
Datasets
The name of the dataset. You can select the hyperlink to open the dataset in the Experience Platform UI in a new tab. You can select the row or the checkbox to show details for the selected dataset only.
Dataset ID
The dataset id, generated by Experience Platform.
Records added
The number of dataset records (rows) added to a connection during the selected date range.
Records skipped
The number of dataset records (rows) skipped during data transfer for a connection during the selected date range.
Records deleted
The number of dataset records (rows) removed from a connection during the selected date range.
Batches added
The number of batches that have been added to a connection during the selected date range.
Last added
The timestamp of the latest batch that has been added to a connection.
Data source type
The source type. You define the source type when you add a dataset to a connection.
Dataset type
The dataset type. Type can be Event, Profile, Lookup, or Summary.
Schema
The Experience Platform schema that the dataset is based on.
Import new data

The status of importing new data for the dataset:

Status green ÌýÌýÌý x On if dataset is configured to import new data, and

Status gray ÌýÌýÌý x Off if dataset is configured not to import new data import.

Transform data

The transformation status of applicable B2B lookup datasets. See Transform datasets for B2B lookups for more information.

Status green ÌýÌýÌý x On for applicable datasets enabled for transformation,

Status gray ÌýÌýÌý x Off for applicable datasets not enabled for transformation, and

N/A for all other datasets, not applicable for transformation.

Backfill data

The status of backfill data for the dataset.

Status red ÌýÌýÌý x backfills failed for number of failed backfills,

Status red ÌýÌýÌý x backfills processing for number of processing backfills,

Status green ÌýÌýÌý x backfills completed for number of backfills completed, and

Status gray ÌýÌýÌý Off in case backfills are not configured.

IMPORTANT
Any data ingested before August 13, 2021 is not reflected in the Connections interface.

Connection panel

When no individual dataset is selected in the datasets table, the right panel shows connection options and details.

Options
Description
Refresh Refresh
To refresh the connection and allow recently added records to be reflected, select Refresh Refresh.
Delete Delete
Delete this connection.