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Export to S3 from Rules Engine

Gainsight Standard Edition
This article supports Gainsight Standard Edition. This Edition is built on Gainsight's state of the art Matrix Data Architecture (MDA) platform, and is designed for customer success professionals for driving revenue, increasing retention, and scaling operations. To learn more about Gainsight Standard Edition, click here.

If you are using Gainsight Salesforce Edition, which is built on Salesforce and customer business data is stored in SFDC, you can find supporting documentation here.

 

This article explains on how you can export an output dataset from Rules Engine to Amazon S3 bucket. You can use the exported dataset in S3 bucket later in another Rule to create a dataset from this S3 bucket.

Rules Engine allows you to export each task output data to Amazon S3. When using S3 Buckets, the job exports the data from the datasets. The destination of the data does not change, only the method of how the data is ingested. S3 is a place to store files - it is not a database.

To learn more about creating tasks in Rules Engine, refer Create tasks with Rules Engine.

For each task, Rules engine allows you to configure export.Select the Enable Export checkbox under the Export to S3 section at the Rule Setup screen.

Select Enable Export check box.png

As an Admin, you can now export each task’s output to an S3 bucket which can either be Gainsight Bucket or Custom Bucket with encryption and decryption capabilities. Perform the following steps to export the output to S3:

  1. Select Rule Setup > Export to S3 > Enable Export checkbox. The following screen appears.

Navigation after enabling S3.gif

  1. Provide the required information in the fields available in this section.

a. Export with the file name: Enter a name for the output file and select a value from the drop-down list. The output file of each task is stored with the provided name along with the pattern type that appends the selected value to the file name. The following is the output file naming convention:

  • None - fileName.csv
  • Rule Date - fileName-2017-10-10.csv
  • Execution Datetime - fileName-2017-10-10-21:15:57.csv

            If you add slash in the File name, it creates the folder name as shown in the following image.

 Adding slash to create folder.png

     Note: Avoid creating file names with leading spaces.

        b. To which S3 Connector you want to Export?:

  1. Gainsight Bucket: Select the option Gainsight Bucket and select GainsightManaged from the dropdown list.

Selecting Gainsight Bucket and gainsightmanaged.png

  1. Custom Bucket: You must use the Custom Bucket as S3 Connector. Enter your S3 bucket credentials. Following are the credentials of an S3 bucket, shown for your reference:
  • Bucket Access Path
  • Access key
  • Security Token
  1. Select the option, Custom Bucket and enter your S3 bucket credentials. Following are the credentials of an S3 bucket, shown for your reference:
  • Bucket Access Path: export-gainsight-data
  • Access Key: DXYABAT5L76LDQCRS8GH
  • Security Token: kNUSlVSbcAcKPgpDCiSqNuORLss3KDWApWCpTQdH

Note: Credentials shown above are just for reference only. They are not the original credentials of any S3 bucket.

Selecting the S3 connector.png

  1. Click VALIDATE S3 CREDENTIALS to verify the S3 credentials. You get the response message whether the credentials are valid or not.

c. Do you want to do File Encryption?

  1. Select the checkbox.
  2. Select the Do you want to export if encryption fails? Checkbox.
  3. Select the Available Keys checkbox if you have the key details with you or you can contact Gainsight tech support to request for the key.

Note: You can also select Custom key which is Pretty Good Privacy (PGP) Public key. PGP is an Encryption-Decryption program. Using Public key, the data is encrypted, then customers can decrypt only with private key.

Enabling File encryption.gif

  1. How do you like to compress: Select a compression type for the available key from the drop-down list. Following are the compression types available as shown below:
  • gzip
  • bzip

Select compression method.png

  1. How do you want to generate file? Select the required options from the drop-down lists for Field Separator, Text Qualifier, and Escape Character fields.

Selecting output generate file.png

  1. Click SAVE.
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