Help Manual - Outreach Source

Documentation on SSIS Outreach Source Component

Using the Outreach REST Source Component

The REST Source component is an SSIS source component that can be used to read/retrieve data from Outreach REST services and produce column data, which can then be consumed by a downstream SSIS pipeline component.

See Outreach REST Connection Manager for how to connect to Outreach and Outreach REST Destination Component for how to write to Outreach.

The component includes the following two pages to configure how you want to read data.

  • General
  • Columns

General Page

The General page of the REST Source Component allows you to specify the general settings of the component.

SSIS Outreach REST Source

Connection Manager

The source component requires a REST connection to Outreach. The Connection Manager drop-down will show a list of all connection managers that are available for your current SSIS package.

Source Object

The Source Object drop-down lists available objects that you can read from.

Endpoint

The Endpoint drop-down lists all available rest endpoints for the selected object.

Endpoint Details

The Endpoint Details show the format of the request for the specific endpoint.

Batch Size

The Batch Size lets you specify how many records to retrieve per service call to Outreach.

Note: Some objects do not support batch size, in which case this option will be disabled.

Output Time Zone

The Output Timezone option lets you specify how all datetime fields should be retrieved. Available options are:

  • UTC
  • Local
Condition Builder Grid

The grid provides a visual interface for defining the filter logic. On the top-left of the grid, you can use the following buttons to manage the conditions:

  • Add condition (+): Adds a condition to be used in the query.
  • Remove condition (-): Removes the selected condition.
  • Arrows: Use the left and right arrows to group the filter conditions (create nested logic).

The grid consists of:

  • Field: Select the field from the drop-down list which displays available attributes for the specified Source Object.
  • Operator: Use the query operator to specify how the attribute must relate to the input value (e.g., less than or equal to).
  • Input Type: The Input Type for the filter condition. Available options are:
    • Variable: Enables the use of a System or User SSIS variable for the value.
    • Static Value: Enables the use of a static value.
  • Value: The value for the condition.
Filter Parameters

You can specify Filtering Parameters so that the source component only returns those records that satisfy such filtering parameters.

Note: Filter fields may vary from object to object depending on endpoints.

Refresh Component Button

Clicking the Refresh Component button causes the component to retrieve the latest metadata and update each field to its most recent metadata.

(Since v24.1) By clicking on Refresh Component, a new window pops up as shown below, which will have three options to decide how the updates to metadata should be performed.

Refresh metadata.png

  • Update all: This would update all the fields regardless of whether there are metadata changes.
  • Update if there are incompatible metadata: This option would refresh any incompatible metadata to the discovered metadata.
  • Update none: No metadata updates would happen to existing fields.
Expression fx Icon

Click the blue fx icon to launch SSIS Expression Editor to enable dynamic updates of the property at run time.

Generate Documentation Icon

Click the Generate Documentation icon to generate a Word document that describes the component's metadata, including relevant mapping, and so on.

Columns Page

The Columns page of the REST Source Component shows you all available attributes from the endpoint that you specified on the General page. On this page, select the output whose columns you wish to configure in the top-left drop-down.

SSIS Outreach REST Source - Columns

On the top-left of the grid, you can see a checkbox, which can be used to toggle the selection of all available fields. This is a productive way to check or uncheck all available fields.

The Columns Page grid consists of:

  • REST Field: Column that will be retrieved from Outreach REST service.
  • Additional Field Details: An information icon will appear here if the column is special. Hover over the icon to see what makes the column special.
  • Data Type: The data type of this field.
More Fields

This button will open the Manage Additional Fields editor, where you will be able to select additional outputs or fields from the returned object from the server.

SSIS Outreach Source Component - More Fields

  • Expand All: This button will expand the tree view of all the fields under each object.
  • Collapse All: This button will collapse the tree view to only show the sub-objects of the returned JSON document.
  • View: This option enables you to view or hide the Details and Summary sections of the Manage Additional Fields editor.
  • Filter: This option allows you to only show checked or unchecked items and it can be used to filter the list of fields using a keyword.
  • Details section: This section displays the information of the selected field/output, including the expected performance impact of the selected item if enabled.
  • Summary section: This section displays a summary of what will be added to the component in terms of secondary outputs or fields based on the selected items.

Note: As a general best practice, you should only select the fields that are needed for the downstream pipeline components.