Aiimi Insight Engine Habanero
User GuidesAiimi
  • Introducing Aiimi Insight Engine
  • Architecture
    • Overview and Key Concepts
    • Search Flows
      • Search Flow Types
      • Smart Filtering
      • Query and Prompt Classification
      • Search Algorithms
      • Extractive and Generative Models
    • Hosting Options
    • Architecture and How It Works
      • Agent Servers
        • Security Agent
        • Source Agent
        • Content Agent
        • Enrichment Agent
        • Job Agent
        • OCR Agent
        • Migration Agent
        • Tika Agent
      • Repository
        • Data Node
        • Proxy Node
        • Kibana Node
      • Gateway and User Interface
      • Document and Data Sources
    • Deployment Options
    • Security
      • User Security
      • Data and Document Security
        • Progressive Access
        • Privileged Access
      • Source System Security
      • Firewalling
      • Agent Servers
        • Security Agent
        • Source Agent
        • Content Agent
        • Enrichment Agent
        • Job Agent
        • OCR Agent
        • Migration Agent
        • Tika Agent
      • Repository
      • Gateway (Web Server)
      • Tools & Utilities
  • Installation
    • Elastic and Kibana Install (Windows)
    • Aiimi Insight Engine Installation (Windows)
      • Installation Security
      • Certificates in a Key Vault
      • SAR Configuration
      • CSOM Bridge Set Up
    • AI Services
      • Prerequisites
      • AI Enrichment Service
        • Installation and Setup
        • Enabling Enrichment Steps
        • Using AI Enrichment Steps
        • Performance and Concurrency
      • AI Model Service
        • Installation and Setup
        • Enabling Providers
        • Private Generative AI
        • Azure Open AI
        • Enabling AI History
        • HTML Cleaner Service
      • Configuration of Logging
      • Offline Set-up of Models
      • Using SSL
      • Running as a Service (Windows)
      • Using GPUs
      • AI and Semantic Search Set Up
        • Open & Closed Book AI
        • Semantic Search
          • Vectors for Semantic Search
          • Source Configuration
          • Sentence Transformer Models
          • Enrichment
          • Kibana
          • Final Search Flow
    • Email Threading Upgrade
  • Control Hub
    • Configurations
      • Config Management
      • Security Configurations
        • Security - General
        • Security - Source
          • Active Directory
          • Atlassian
          • Azure Active Directory
          • Builtin Security
          • Miro Security
          • Google Directory
          • Slack Security
        • Security - Sync
        • Security - Agents
        • Security - Scheduling
      • Source Configurations
        • Source - General
        • Source - Source
          • Alfresco Kafka
          • Azure Blob Storage
          • BBC Monitoring
          • Big Query Cataloguer
          • BIM360
          • CSV Data Loader
          • Confluence
          • Content Server
          • Data File Cataloguer
          • Document Store
          • DocuSign
          • Dropbox
          • Exchange 365
          • Filesystem
          • Google Bucket
          • Google Drive
          • Google Vault
          • Jira
          • JSON Data Loader
          • Livelink
          • Microsoft Teams
          • Mimecast
          • Miro
          • ODBC Data Loader
          • PowerBi Cataloguer
          • Reuters Connect
          • ShareFile
          • SharePoint
            • Azure Portal and Azure AD Authentication
          • SharePoint Legacy
          • SQL Server Cataloguer
          • Slack
          • Versioned Document Store
          • Websites
          • XML Data Loader
        • Source - Crawl
        • Source - Agents
        • Source - Schedule
        • Source - Advanced
      • Enrichment Configurations
        • Creating a Pipeline
          • General
          • Steps
            • AccessMiner
            • AI Classification
            • Anonymiser
            • CAD Extractor
            • Checksum
            • Content Retrieval
            • Copy
            • Data Rule Processor
            • Delete
            • Email Extractor
            • Entity Rule Processor
            • External Links
            • Geotag
            • Google NLP Extractor
            • Google Vision Extractor
            • Metrics Calculation
            • Microsoft Vision Extractor
            • OcrRest
            • Office Metadata
            • PCI Extractor
            • REST
            • Set Document Risk
            • Text Cleaner
            • Tika Text Extraction
            • Trie Entity Extractor
            • Update Metadata
          • Filters
          • Agents
          • Schedule
          • Advanced
      • OCR Engine
      • Job Configurations
        • General
        • Job
          • AutomatedSearchJob
          • Command Job
          • ElasticJob
          • Extended Metrics Job
          • File Extractor
          • GoogleVaultSAR
          • Google Drive Last Access Date
          • Nightly Events Processor Job
          • Notifications Processor Job
          • Portal Sync Job
          • Purge Job
          • Text Content Merge Job
        • Output
        • Agents
        • Scheduling
      • Migration Configuration
        • General
        • Filter
        • Metadata Mappings
        • Agents
        • Scheduling
        • Advanced
    • Credentials
      • Create a Credential
      • Find a Credential
      • Edit a Credential
      • Delete a Credential
    • Mappings
      • Entities
        • Group Management
        • Create an Entity
        • Managing Entities
      • Models
        • Create a New Model
        • Find a Model
        • Enable or Disable a Model
      • Vectors
      • Rank Features
    • Featured Links
    • AI Settings
      • Classifications
      • Class
      • Class Rules
      • AI Classification
    • User Settings
    • Stats
      • Data Views
    • Global Settings
      • General
        • Stackdriver
        • Document Recommendations
        • Searchable PDF Storage
        • Versioning
        • Results
        • Marking Useful Results
        • Folder Browsing
        • Cascading Search
        • Search Suggestions
        • Miscellaneous
      • Authentication
      • App Settings
      • Application Access
      • Thumbnails
      • Presets
      • Code of Conduct
      • Metrics
      • Viewer
        • Preview Configurations
        • Redacting Information
        • Watermarking
      • SAR
        • Importing Data For A SAR
        • SAR Disclosure Document Storage
        • Getting SAR data from Google Vault
        • SAR Access
        • SAR File Status
      • Disclosure Portal
        • Disclosure Portal Set Up
        • SARs From The Portal
        • Email Delivery Settings
          • Delivery Settings
          • Brand Settings
          • Customise Emails
        • SMS Delivery Settings
        • Requestor Message Limit
        • Attachment Configuration
        • Password Configuration
        • File Scanner Configurator
      • Collections
      • Visualisations
        • Related Result Connections Diagram
        • Event Timeline
        • Timeline Lens Activity Chart
        • Relationship Map
      • Notifications
      • Map Lens
      • Theming
        • General
        • Layout
        • Site Message
        • Colours
      • User Avatar
      • OData API
      • Uploads
      • Security
    • Search Settings
      • Search Relevancy
        • Core Settings
        • Makers Algorithm
        • Filename Boost Layer
        • Minimum Matching Terms Filter
        • Field Boost
        • Modified Date Boosting
        • Hit Highlighting
        • Why My Search Matched
        • Data Search Strategy
      • Bulk Search
        • Managing a Bulk Search
      • Search Flows
        • Create a Search Flow
          • General
          • Query Classification Step
          • Search Steps
          • Model Steps
      • Filtering
      • Search Performance
      • Related Results
  • API Guides
    • Insight API Guide
      • Swagger Documentation
      • Trying Some Endpoints
      • Search Filter
      • Hits / Items
      • Inspecting REST Calls
    • Data Science API Guide
      • REST Interface
        • Login
        • Datasets
        • Fields
        • Field Statistics
        • Search
        • Scroll
        • Update
      • Python Wrapper
        • Login
        • Datasets
        • Fields
        • Field Statistics
        • Search
        • Query Builders
        • Scroll
        • Scroll Search
        • Update Single Document
        • Bulk Update
    • Creating a Native Enrichment Step
      • Creating an Enrichment Step
        • Creating the Core Classes
        • Extending our Enrichment Step
        • Adding a Configuration Template
        • Adding the Enrichment Step
        • Creating an Enrichment Pipeline
      • Other Tasks
        • Entities, Metadata and Data
        • Accessing the Repository
      • Example Code
      • Troubleshooting
    • Creating a Python Enrichment Step
      • Creating an Enrichment Step
        • Running the Example from Command Line
        • Running the Example
      • Creating Your Own Step
      • Adding or Changing Entities, Metadata
  • whitepapers and explainers
    • From a Billion To One – Mastering Relevancy
    • Methods for Text Summarization
      • Application
      • Technology Methods
      • Commercial Tools
      • Key Research Centres
      • Productionisation
      • Related Areas of Text Analytics
      • Conclusion
      • References
Powered by GitBook
On this page
  • Connecting a CSV Data Loader with Aiimi Insight Engine
  • Input Files
  • Core Properties
  • Model Data Attributes
  • Validation
  • Completed the Source section
  1. Control Hub
  2. Configurations
  3. Source Configurations
  4. Source - Source

CSV Data Loader

If you want to load structured or unstructured data from a CSV use the CSV data loader. Connect a BIM360 source to Aiimi Insight Engine to make the most of your data.

To complete this you must have a published Data Model for this data.

Connecting a CSV Data Loader with Aiimi Insight Engine

  1. Source System: Select CSV Data Loader from the dropdown.

Input Files

In order to find the CSV files to load you need to complete the Input Files tab.

  1. Folder Path: Enter the folder path for the CSV files location.

  2. File Pattern: Enter a naming convention to when looking for CSV files.

    • You can use a wildcard to load multiple files within a path. For example entering *.csv will load all files with the extension .CSV from the folder path.

  3. Complete Folder Path: Enter the folder where completed CSV files should be moved to.

    • Set to done by default.

  4. Error Folder Path: Enter the folder where failed CSV files should be moved to. This makes it easy to find and investigate failed files.

    • Set to error by default.

  5. Rows To Process: To run a limited number of rows as a test enter a limit.

    • If left blank all rows will be processed.

  6. Field Delimiter: Select the field delimiter used for these files. Choose between Comma, Tab, Pipe or Semicolon.

    • The file will not process unless this is set correctly.

  7. Multi-Value Delimiter: Select the multi-value delimiter for these files. Choose between Comma, Tab, Pipe or Semicolon.

    • The file will not process unless this is set correctly.

    • This must be different to the Field Delimiter.

Core Properties

You can configure the type for each file property. By default all properties will be undefined, you can choose between: Undefined, Value, Composite, Constant and Calculated.

Properties marked with a red asterisk * require definition.

  1. Core Property List: Select the property you want to define.

  2. Property Details: On the right, choose the property type from the dropdown.

Depending on the property type selected you may need to define more.

Property
Definition

Undefined

These fields will not be mapped.

Value

Select the Column to map this field to.

Composite

Create a string using text and numbers within curly brackets {}. Add the components of the string and select the inputs that will sit in place of the numbers once processed.

Constant

This populates a field with the same text value no matter what.

Calculated

This enters either the current date or Current date and time into a field.

This is the time of the load running.

Model Data Attributes

To connect a field from the file to an attribute in a data model you need to run a file with 3-5 data rows for validation. This will pull in all the field labels from the file. Once run you can then complete the mappings the same way as core properties.

  1. Business Model: Select the relevant Business Model.

  2. Property List: Select the property you want to define.

  3. Property Type List: Choose the property type from the list on the right.

    • Depending on the property type selected you will need to define more.

Property
Definition

Undefined

These fields will not be mapped.

Value

Select the Column to map this field to.

Composite

Create a string using text and numbers within curly brackets {}. Add the components of the string and select the inputs that will sit in place of the numbers once processed.

Constant

This populates a field with the same text value no matter what.

Calculated

This enters either the current date or Current date and time into a field.

This is the time of the load running.

Validation

Once everything is defined you can run the test file once more to check the fields and data are mapped correctly. If they are not go back to Model Data Attributes or Core Properties to correct them.

  1. Upload: Drag and drop a file for validation or select Upload Here to find a search for a file.

  2. Validate: Once loaded, select validate.

    • This can be run multiple times until you are happy with the selections.

Completed the Source section

PreviousBIM360NextConfluence

Once you have completed this section, select Crawl.

Learn how to complete the source Crawl set up.