Deployment Pipeline
Run manually after a deployment to (re)create the Silver lakehouse's shortcuts and views for the environment. Notebooks live in the Deployment folder; all GUIDs come from the Variable_Library.
| # | Activity | Notebook | What it does |
|---|---|---|---|
| 1 | Create Shortcuts | 01_create_shortcuts |
Creates a table shortcut in LANDING for every table in Bronze raw. Skips tables that already exist, so the materialised Identity_Pivoted is untouched. |
| 2 | Create One Lake Shortcuts | 02_create_one_lake_shortcuts_from_config |
Creates the D365Finance and D365EUFinance table shortcuts from the config file Files/Configs/One_Lake_Shortcuts.csv. |
| 3 | Create CRL Views | 03_create_crl_views |
Creates the CRL schema and its views (GetPersonIDs, GetProjectIDs) on the SQL endpoint. |
| 4 | Run Orchestration | — | Invokes the Orchestration pipeline (waits for completion), so a deployment ends with a full data refresh. |
Orchestration Pipeline
The recurring data refresh. Scheduled daily at 00:00 (GMT Standard Time), and also invoked as the last step of Deployment. Notebooks live in the Orchestration folder.
| # | Activity | Notebook | What it does |
|---|---|---|---|
| 1 | Load Identity Pivoted | 01_load_identity_pivoted |
Rebuilds LANDING.Identity_Pivoted from scratch: joins LANDING.Identity to IntegratedSystem and pivots one column per source system. |
| 2 | Get CastCollate View Definitions | 02_get_castcollate_view_definitions |
For every table in LANDING, generates a CREATE OR ALTER VIEW CASTCOLLATE.{table} script casting string columns to their measured max length with a case-insensitive UTF8 collation. Returns the scripts as a JSON array. |
| 3 | fe_CastAndCollateView | — | ForEach over the returned scripts; each is executed by a Script activity against the MasterData_Silver_DWH SQL endpoint. The connection is selected per environment by an expression on the workspace ID. |
Master Data Entities In progress
From High-level IDM Entity Type by Master System (see _context\). Each built entity is a Load Master Data {Entity} notebook creating MASTERDATA.{entity}. The load notebooks are not yet orchestrated; they are run manually.
| Entity Type | Master System | Rule | Status |
|---|---|---|---|
| Office | D365 Finance UK and EU | Join IdentityCanonicalValue with Identity Canonical, join to IntegratedSystem. Master in D365Finance if a record exists, else D365EUFinance | Built |
| Department | D365 Finance UK and EU | Same rule as Office. Department names can exist in both UK and EU | Built |
| Division | D365 Finance UK and EU | Same rule as Office | Built |
| LegalEntity | D365 Finance UK and EU | Reference IntegratedSystemId for master | Built |
| ProjectCategory | D365 Finance UK | When IdentityGroup is NULL | To build |
| OfficeDepartment | D365 Finance UK and EU | Same rule as Office | To build |
| PropertySector | D365Sales | — | To build |
| Customer | — | Not in the IDM document. A Load Master Data Customer notebook exists but its source rule is unconfirmed |
To confirm |