Legacy DataMart Version 7.0.55 and Earlier
DataMart is a Windows service that uses RESTful API calls to replicate your firm's data to an offline database that resides on your organization's LAN for use with third-party reporting tools. DataMart connects to the Lucernex database and copies data to your SQL database using a query.
This guide will give you a tour through DataMart and show you the steps necessary for configuring DataMart for your firm. See the DataMart release notes for information about recent releases.
Important!
DataMart versions 5.0.29 and later do NOT support Internet Explorer 11.
Support
If you have any questions about Lucernex or the contents of this guide, please contact Accruent Support.
The data model below is tied to Lucernex version number and not necessarily the DataMart version. As schema / data model changes are made in Lucernex, DataMart automatically picks them up, so while your DataMart may be v.4.0.xx, the data model might be from Lucernex 18.9. Be aware that schemas are client-specific, so please contact Lucernex Support if you need documentation on your specific schema.
Primary Entities
Program
Program is the highest level grouping of data. In this section, we are talking about Program at the data level, and in the UI it is also known as a Program with a program type of Portfolio. There has to be at least one portfolio in the firm. Based on how the client organizes their data, there may be multiple portfolios. Each of the entities listed below are assigned to a specific Portfolio via the PortfolioID:
Relationships
You can view the table relationships in the Lucernex Production environment.
To view the table relationships:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click View Object Model link under the Data / PS Tools header.
This section is in the third column on the page.
The View Object Model page opens.
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Select which table you want to view from the Show Table Details For field.
Important!
If you select All Tables from this field, the page may slow down because it needs to collect a large amount of data.
Tables
The primary key is always listed as the first field in any table, and foreign keys use the table it refers to as its field name. So, for example, ContractID refers back to the Contract table, and ProgramID refers back to the Program table.
The Production DataMart servers are restarted daily at 11:45 am, and this restart typically takes a few minutes. This schedule does not include TRAIN DataMart servers. DataMart is designed to continue running during this normal restart process; however, please contact your Lucernex representative regarding the scheduling of your DataMart runs if you experience any issues or have concerns.
We recommend you run a full brush after each major Lucernex release to avoid data corruption or issues with the schema updates over a period of time in deltas.