Enterprise Data Copy

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Intro

• Required grants
• Access Enterprise Data Copy
• Add a Domo Access Token Account
• Generate access token
• Create a job

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Required Grants

• Create Custom Pipeline Processes — Allows a user to create, update, share, and delete jobs. The user can only view jobs that they create or jobs that have been shared with them.
• Edit DataSet — Allows a user to create, edit, and delete DataSets to which they have access.

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Access Enterprise Data Copy

1. In the navigation header, go to More > Admin. The Admin Settings display.
2. In the Governance menu, select Toolkit. The Toolkit opens.
3. In either the Your Tools or Available Tools list, select Enterprise Data Copy.
   
   Note: If the Toolkit option does not display in the Governance menu, make sure your user role has the required grants. You may need to enable the Toolkit by reaching out to your AE.

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Add a Domo Access Token Account

1. In the navigation header, go to Data.
2. From the left side rail, select Accounts. The Accounts Integration page displays.
3. Select + Add Account.
   
   The Add Account modal displays.
   
4. From the Connector menu, search for and select Domo Access Token. Two options display for creating an account. You only need to complete one.
   • Option 1 — With an access token. To generate an access token, follow the steps in the section below (see Generate Access Token ). Then, return to this task and paste the token into the Option 1: Remote Instance Access Token field in the Add Account modal.
     
   • Option 2 — With the same username and password used for the target Domo instance. Paste the username into the Option 2A: Remote Instance Username field and paste the password into the Option 2B: Remote Instance Password field.
     
5. Select Connect.

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Generate Access Token

1. In the Domo navigation header, select More > Admin. The Admin Settings display.
2. In the Authentication menu of the Admin Settings, select Access tokens. The Manage access tokens page displays.
3. Select + Generate access token.
   
4. Enter a description in the Access token description field.
   
5. Search for and select a user for whom you are generating the access token.
6. Select an expiration interval in the Expire after list.
7. Select Generate.
8. Copy the code to use.

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Create a Job

1. In Enterprise Data Copy, select + New Job. The Job Details tab opens.
   
2. Provide the following information:
   • Job Name (required)
   • Job Description (optional)
3. In the Configuration section of the Job Details tab, provide the following:
   • Select a DataSet identification method. The options are Filtering and Configuration DataSet.
     • Filtering allows you to filter to a subset of DataSets to use.
       
     • A Configuration DataSet allows you to provide a DataSet with the DataSet IDs of DataSets you want to copy. If none is provided, the system creates a new DataSet with the same name. An example configuration DataSet displays below.
       
   • Select the account for your instance. You must create this account prior to creating a job.
4. In the Settings section, provide the following:
   • Enter the URL for the instance that you are pulling data from or pushing data to. The URL must be in this format: mydomain. domo.com. You must include ” domo.com” at the end of the URL.
   • Choose whether to push data from the current instance or pull the data from the instance configured on the job back to the current instance. If Pull Data is enabled, it gathers all the DataSets that meet the criteria from the configured instance and uploads them to the instance the job is saved in. If Push Data is enabled, the job gathers all the DataSets that meet the criteria from the current instance and upload them to the instance configured on the job. ​​​​​​ Pull is the default setting. Toggle the switch to change to push.
     
5. (Conditional) In the Settings section, you must provide information depending on the DataSet identification method.
   • Filtering — In the Apply to DataSets field, select + Add Filter and add a Filter.
     1. Search — A value search for the DataSet name. Any DataSet name containing that value is copied.
     2. Type — The type of the DataSets you want to copy.
     3. Tag — The name(s) of the tags of the DataSets you want to copy. You may combine these options, but only one value per option is allowed.
   • Configuration DataSet — Using a configuration DataSet allows you to select which DataSet to upload the data to.
6. In the Reporting section, choose whether to save the run logs to a new DataSet or an existing DataSet.
   • New DataSet — Enter a name for the DataSet in the New Dataset name: field. This option creates a new DataSet in your Domo instance. All runs of the job write logging to the new DataSet.
   • Existing DataSet — Click into the list and search for and select an existing DataSet to which to save your run logs. This option allows you to combine multiple Enterprise Data Copy job runs into a single logging DataSet. This must be a DataSet created by the Enterprise Data Copy tool. The existing DataSet must already contain rows of data.
     
7. Select Submit to save the new job or Cancel to return to the Enterprise Data Copy page without creating the job.