Data Load Overview

Opportunity Data

When you load data from GovWin Capture Management, the process loads data for all opportunities in the GovWin Capture Management database.

In addition, if you have installed the special workflow process in GovWin Capture Management to capture changes in key opportunity fields, the load process also brings that change information into Capture Analytics for use in the Historical Pipeline Analytics.

Data Load Process

To load data, complete the following basic steps:

1. In the Capture Analytics configuration application, specify the configuration settings you want.

2. Run the process that updates the data model and loads GovWin Capture Management data.

For more detailed procedures, see Load the Initial Set of Capture Analytics Data.

When to Load Opportunity Data

Normally, you load data into Capture Analytics at the following times:

• As part of the implementation of Capture Analytics, to load the initial set of data

• On whatever regular schedule works best for your Capture Analytics users (nightly, for example)

Scheduling the Data Load Process

If you want the data load process to run automatically on a set schedule, use the Scheduled Task feature in Microsoft® Windows® to set up scheduled tasks for the Load_CRM_Data.bat file.

When you install Capture Analytics, the install process automatically sets up a DeltekAnalyticsLoadCRMData scheduled task to run a full Capture Analytics data load nightly at 11:00 p.m. You enable that task as part of the installation process. Review that scheduled task after the installation and modify the settings to fit your needs.

If your firm purchased QlikView Publisher along with Capture Analytics, you can also use the QlikView Management Console to schedule the data load process. For more information on scheduling the data load process using the QlikView Management Console, see Schedule the Data Load Process.

Data Load Programs

Capture Analytics provides the .bat file described below for loading and updating data. That file is located in the <installation location>\Admin folder.

To run any of the .bat files to load data, you must log on to the Capture Analytics server as the DeltekAnalytics user or as another QlikView-licensed user that you have set up. Do not log on as the DeltekAnalyticsCW user to run these batch files.

• Load_CRM_Data.bat – This process does the following:

• Updates the Capture Analytics data model, based on your configuration and security settings

• Loads opportunity data from GovWin Capture Management

• Loads security data from the security setup file (CostpointAnalyticsOrgSecuritySetup.xlsx)

• Load_CRM_Data_without_Datapull.bat – This process is the same as Load_CRM_Data except that it does not load opportunity data from GovWin Capture Management.

If your firm has Costpoint Analytics, you can also load Capture Analytics data along with Costpoint Analytics data using these .bat files:

• Full_CpA_with_CRM_Data_Load.bat – This process does the following:

• Updates up all Costpoint Analytics and Capture Analytics data models, based on your configuration settings

• Loads actual performance data from Costpoint for all project and employee analytics

• Loads proposal data from the Proposal Attributes file

• Loads budget data from all budget data files

• Loads opportunity data from GovWin Capture Management for Capture Analytics

• Loads organization security data from the security setup file (CostpointAnalyticsOrgSecuritySetup.xlsx) for both Costpoint Analytics and Capture Analytics

• Full_CpA_with_CRM_Data_Load_without_Datapull.bat – This process is the same as Full_CpA_with_CRM_Data_Load except that it does not load actual performance data from Costpoint or opportunity data from GovWin Capture Management.

Who Can Load Data

Capture Analytics provides no internal security for the configuration applications or the data load .BAT files. Be sure that only the appropriate persons have access to the network folders in which you installed Capture Analytics.