Configure the HR500 CSV source

Provisioning tutorial · Step 1 of 10

Load the HR500 dataset and prepare its data model.

Add the HR500 CSV dataset, then prepare its keys and table relationships for the rest of the provisioning workflow.

Add the CSV source system

1. Go to Systems > Overview.
2. Click Add.
3. Select CSV-File for System Type.
4. Name the system HR500.
5. Click Save.
6. The new system is added to the Configured Systems pane.
7. Click Configure.
8. Select a Drive - share.
9. In the Directories pane, navigate to the unzipped HR500 folder.
10. In Files, select all five HR500 data files to import.
11. Click Save.
12. Click Collect, then open a table to confirm that data was collected.

Assign primary keys

The next step is to assign primary keys to tables. Primary keys should be stable, non-mutable, uniquely identifying fields.

1. Expand this system's table list and go to the contracts table. Then go to the Columns tab.
2. Select contract_id as the table's Key and Display Name.

tip

The display name can be a different column from the key. It is the value shown when NIM displays records from the table.

3. Click Save.

4. Repeat for the remaining tables:

   Table	Key	Display name
   contracts	contract_id	contract_id
   departments	organizational_unit	organizational_unit
   employees	employee_id	employee_id
   employments	employment_id	employment_id
   job_titles	job_code	job_code

5. Finally, collect this system's data again, by going to the Overview and clicking Collect.

Set up intra-system relations

Now, we need to establish relations between tables within this system, based on the primary keys we specified.

tip

In NIM, keys do more than enforce uniqueness: they also enable intra-system relations, which determine the joins available in filters.

1. Open the contracts table and select the Relations tab.

2. Click Determine Relations Automatically to identify matching foreign-key and primary-key values.

   NIM finds these relationships:

   Foreign key	Related primary key	Cardinality
   employment_id	employments.employment_id	N → 1
   manager_id	employees.employee_id	N → 1
   department	departments.organizational_unit	N → 1
   job_code	job_titles.job_code	N → 1

3. Enable all the checkboxes in the N-N Relations pane.

4. Click Save.

5. Repeat this process for the other data tables in this system (none of the other tables have N-N relations). - departments table - Foreign key parent ( N ) → primary key organizational_unit of departments table ( 1 ) - employees table - None - employments table - Foreign key employee_id ( N ) → primary key employee_id of employees table ( 1 ) - job_titles table - None

6. Collect this system's data once again, by going to the Overview and clicking Collect.

We now have the following keys & relations configured:

info

If you want an ERD for your NIM tables, you'll need to draw one manually using an external tool. NIM does not currently auto-generate ERDs.