User Guide > Retrieving Data Source Metadata > Setting Introspection Filters on a Resource
 
Setting Introspection Filters on a Resource
When you introspect or reintrospect a data source, you can set filters to control how TDV runs the reintrospection process. You can set filters at the data source, catalog, or schema level to:
Filter by catalog, schema, table, or procedure name.
Use wildcard characters to filter names.
Detect new resources during introspection.
Filter in case-sensitive mode.
The filters are applied during reintrospection, whether invoked by API or trigger, at a scheduled time, or manually. Filters do not apply on initial introspection but are applied when during reintrospection.
Note: These filters are only available on relational data sources.
To set introspection filters on a resource
1. Invoke Add/Remove Resources from the context menu for a data source.
2. In the Data Source Introspection window, select a resource in the list on the left.
3. Optionally, in the Properties tab on the right, check Detect New Resources During Re-Introspection.
If you select this option, child resources added to the current resource subsequent to this introspection will be detected during reintrospection.
If the current resource is a catalog and you add a schema to it subsequent to this introspection, the added schema is detected during reintrospection. For details on reintrospection, see About Introspection and Reintrospection.
If you do not select this option, child resources added to the current resource subsequent to this introspection are not detected during reintrospection.
If the current resource is a catalog and a schema is added to it subsequent to this introspection, that schema is not detected during reintrospection. For details on reintrospection, see Reintrospecting Data Sources.
4. Optionally, choose the filter settings for each resource.
The filters displayed in the Properties tab on the right depend on whether you have selected a data source, catalog, or schema. For example, if you selected a catalog in the resource list, you can supply the value for filtering the schemas in the catalog in the New Resource Schema Name Filter(s) field. To filter for all schemas that start with the string SYS, you would type SYS%.
For a data source, Studio displays the filters shown in the figure below. The Properties tab for a selected data source displays wildcard symbols you can use to filter the names of catalogs, schemas, tables, procedures, and folders. For a schema, Studio displays a smaller collection of filters.
The possible fields on the Properties tab are described below:
Field or button
Description
Wildcard Symbol for Single Character Match
Symbol that stands for a single character. The default symbol is the underscore ( _ ) and this cannot be changed. For example, if you type ab_ in the Schema Name Filter(s) field, it matches schema names such as abc and abd, where c or d occurs in place of the underscore.
Wildcard Symbol for Zero or More Characters Match
Symbol that stands for zero or more characters. The default symbol is the percentage sign (%) and this cannot be changed. For example, if you type ab% in the Schema Name Filter(s) field, it would match schema names such as abc, abd, ab, and any name with ab as prefix.
Escape Character for Wildcard Symbols
Character for escaping the symbols specified in the previous two fields (Wildcard Symbol for Single Character Match and Wildcard Symbol for Zero or More Characters Match). The default escape character is backslash ( \ ) and this cannot be changed. For example, the sequence ab\_c would match the resource-name ab_c by escaping the underscore ( _ ).
Filter in Case-Sensitive Mode
Check to make the filter pattern case-sensitive.
This option is not available for certain data sources. In such cases, the underlying physical data source determines the case-sensitive mode, and filters the names of its resources as well for introspection.
Separator for Each Filter
Symbol for separating filters. The default separator is a comma (,). For example, if you type orders, customers, it would match the table names orders and customers.
New Resource <resource type> Name Filter(s)
Where <resource type> can be a catalog, schema, procedure, or table depending on what is selected in the resource list. For example, if you select a data source that has no catalogs or schemas but does have procedures and tables, then only New Resource Table Name Filter(s) and New Resource Procedure Name Filter(s) are displayed on the Properties tab.
Enter filters on the Properties tab to introspect only the resources that meet the filter criteria. See the preceding descriptions for wildcard symbols, escape character for wildcard symbols, and separator for filters.
If no filter is specified, all new catalogs/schemas/procedures/tables (and their contents) are added during reintrospection. Existing resources that were not selected during the initial introspection or during a manual introspection are ignored during reintrospection, even if they match the New Resource Catalog <resource type> Name Filter(s) string. You can add previously ignored resources at any time using Add/Remove Resources.
For example, if BZHANG is not selected for introspection and a reintrospection filter of B% is set for the data source, subsequent reintrospection finds any new schemas that begin with B but does not introspect BZHANG.
The filters do not use the same serial character matching pattern as the Find field, which applies to the Introspectable list only. Strings are matched using the case sensitivity setting and the wildcard symbols specified.
5. Click Next.
The Data Source Introspection summary page lists all the introspection changes (additions, removals, and updates) that will occur when you click the Finish button.
Resources in black will be introspected.
Resources in green will be added. (Their parent resources are also shown in green.)
Resources in gray will be removed.
The summary also lists at the bottom the rules that are applied during introspection as a result of what you selected for the check boxes on the previous panel.
6. Click Finish to initiate the introspection.