About Orchestrations

An orchestration defines the relationship between query results and a destination, including the location to which those query results will be sent and the frequency at which the orchestration will be run.

An orchestration may be added for an active query or for a database export. An orchestration must be associated to an existing destination. Depending on the data schema required by the destination, a data template may also be necessary.

Note

You may not add an orchestration for a draft query.

The Destinations tab shows the status of every orchestration and orchestration group, including when it last ran or updated, and its current status.

How-tos

The Destinations tab provides the interface for defining the destinations that may receive data from Amperity, the destinations to which individual segments are sent, and if this workflow is automated.

This section describes tasks related to managing orchestrations in Amperity:

Add orchestration

Use the Add Orchestration button to add an orchestration to Amperity. An orchestration should be created for each workflow that sends data from Amperity to an external destination. An orchestration uses a destination and a data template, both of which may be used by other orchestrations.

To add an orchestration

  1. From the Destinations tab click Add Orchestration. This opens the Add Orchestration dialog box.

  2. From the Object Type drop-down, select Query or Database Export.

  3. From the Object drop-down, select the name of the query or database export that will be sent to a destination.

    Note

    This name will also be the name of the orchestration.

  4. From the Destination drop-down, select the name of a destination that is configured to send data.

  5. From the Data Template drop-down, select a data template.

  6. Verify any destination-specific settings.

    Settings are determined by the destination and data template

    Orchestration settings vary depending on which destination and data template are associated with it.

  7. Set the workflow to Manual. (You can change this to automatic later, after verifying the end-to-end workflow.)

  8. Click Save.

Assign database export

Database tables and databases can be sent from Amperity as a data export. A data export is configured from the Customer 360 tab, and then added to an orchestration from the Destinations tab.

To assign a database export to an orchestration

  1. From the Destinations tab click Add Orchestration. This opens the Add Orchestration dialog box.

  2. From the Object Type drop-down, select Database Export.

  3. Select a destination and complete the rest of the orchestration settings.

  4. Click Save.

Assign query

A query orchestration sends the results of one (or more) active queries built using the Visual Query Editor or SQL Query Editor to filedrop, REST API, and warehouse locations.

To assign a query to an automated workflow

  1. From the Destinations tab, under Orchestrations, open the menu in the same row as the orchestration to be edited, and then select Edit.

  2. Under Workflow, select Automatically, and then select the name of a query.

  3. Click Save.

Delete orchestration

Use the Delete option to remove an orchestration from Amperity. This should be done carefully. Verify that both upstream and downstream processes no longer depend on this orchestration prior to deleting it. This action will not delete the data template or destination associated with the orchestration.

To delete an orchestration

  1. From the Destinations tab, open the menu for an orchestration, and then select Delete.

  2. Click Delete to confirm.

Edit orchestration

Use the Edit option to modify the settings for an orchestration. This should be done carefully. Verify that both upstream and downstream processes that depend on this orchestration continue to work properly after the changes are saved. This action will not modify the data template or destination associated with the orchestration.

To edit an orchestration

  1. From the Destinations tab, open the menu for an orchestration, and then select Edit.

  2. Make your changes.

  3. Click Save.

Run orchestration

Amperity sends the results to any number of downstream workflows via orchestrations. An orchestration contains query data or a database export, a schedule, data templates, and a destination that is configured with the credentials Amperity needs to be able to write data.

  1. From the Destinations tab, open the menu for an orchestration, and then select Run.

  2. The Status column for the orchestration group will update to say “Waiting to start…”, after which the notifications pane will update to include a notification that shows the status of the orchestration.

  3. When the orchestration has run successfully, its status is updated to “Completed”.

Orchestrations can be run in the following ways:

Manually

A manual orchestration only runs when a user selects the Run option from the orchestrations list in the Destinations tab.

To configure an orchestration to run manually

  1. From the Destinations tab, under Orchestrations, open the menu in the same row as the orchestration to be edited, and then select Edit.

  2. Under Workflow, select Manual.

  3. Click Save.

Scheduled, always run

An orchestration can be scheduled to run every day, regardless of changes to upstream data.

To configure an orchestration to run daily on a schedule

  1. From the Destinations tab, under Destinations, open the menu in the same row as the destination to be edited, and then select Edit.

  2. Enter a schedule.

  3. Click Save.

  4. From the Destinations tab, under Orchestrations, open the menu in the same row as the orchestration to be edited, and then select Edit.

  5. Under Workflow, select Automatically, and then select the name of a query.

  6. Click Save.

Scheduled, wait for changes

An orchestration can be scheduled to run every day, but then only start the run if upstream data has changed.

To configure an orchestration to run on a schedule, but only when data changes

  1. From the Destinations tab, under Destinations, open the menu in the same row as the destination to be edited, and then select Edit.

  2. Enter a schedule, the courier group constraint, and an offset. The specified courier group must have updated data. The orchestration group will check for updated data at the scheduled time, but will run only when there is updated data.

  3. Click Save.

  4. From the Destinations tab, under Orchestrations, open the menu in the same row as the orchestration to be edited, and then select Edit.

  5. Under Workflow, select Automatically, and then select the name of a query.

  6. Click Save.

Wait for changes

An orchestration can be scheduled to run only when upstream data changes.

To configure an orchestration to wait for data changes before running

  1. From the Destinations tab, under Destinations, open the menu in the same row as the destination to be edited, and then select Edit.

  2. Enter a schedule (optional), the courier group constraint, and an offset. The specified courier group must have updated data for this orchestration group to run.

  3. Click Save.

  4. From the Destinations tab, under Orchestrations, open the menu in the same row as the orchestration to be edited, and then select Edit.

  5. Under Workflow, select Automatically, and then select the name of a query.

  6. Click Save.