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Team Blog

Keep up to date with everything going on at Simego.

Ouvvi Online – Remote Working

Ouvvi in the Cloud - Access and Monitor your Workloads from the Cloud

24 March 2020

In the current situation with Covid-19 home/remote working is now the norm. If you are used to running Data Sync+Ouvvi OnPremise then you typically would be using Remote Desktop to access your DataSync+Ouvvi server.

With Ouvvi Online the Ouvvi Web Management end is hosted for you accessible from the internet, from here you can view and manage your Data Sync projects and other automation processes. The Agent (the part that does the work) will run close to your data i.e. on your server in the office. However you could also deploy a local agent that runs on your remote/home PC to handle any Internet hosted services like Office/Dynamics 365 or part of a migration to cloud services and away from managing On Premise servers.

Ouvvi Operations Screenshot

You could also deploy your own DataSync+Ouvvi instance on a Cloud provider like AWS/Azure/VPS Ouvvi Online is for those that are looking for a simple solution to data integration, automation and to reduce operational costs.


Introduction to Ouvvi Online

Ouvvi in the Cloud - Simego Managed Ouvvi Instances

20 March 2020

We are launching a cloud version of our Ouvvi product for those customers who would prefer we managed the deployment and maintenance of the Ouvvi Web Application.

Ouvvi Online is a Multi-Tenant version of Ouvvi where we look after the infrastructure hosted in Amazon AWS. We take care of running the Ouvvi Server, Operating System Licensing and Patching, SQL Database management and backups, SSL/TLS endpoint Security, Monitoring, Ouvvi Software Upgrades etc.

You simply deploy an agent which connects to Ouvvi Online over the internet to run your projects and steps.

With Ouvvi Online you can monitor your project and steps from any internet connected device without the need to remote desktop to your Ouvvi Server on your internal network.

Ouvvi Online Overview Diagram

Your Data flows from the source to the target via the Agent and does not flow though the Cloud so your data remains on the agent network at all times. If you use Changesets or Ouvvi Apps then this data will be stored in your Ouvvi Cloud instance.

Agents can be deployed on Windows Servers, VMWare/Hyper-V, Cloud Servers AWS/Azure and Windows 10 Desktop PCs.

Please see our Ouvvi Online Documentation for more information about deploying Ouvvi Online Agents.

There are no additional charges to run an instance of Ouvvi Online, Server customers receive 1 instance, Server Plus customers receive 3 instances and Server Advanced customers receive 9 instances.

We are going to bring new features to the Online Platform first in future and then port them back to the On Premise version if they make sense for On Premise.

Our Ouvvi Online Instance

We migrated our internal systems to Ouvvi Online a while a go and continue to run our internal systems on the same platform ensuring that we are using the same products and services as our customers.

We use Ouvvi Online to manage our Online Store and manage our internal notifications. The data we get from Paddle is not very good so we use Data Sync + Ouvvi Apps to build better reporting and notification system.

Ouvvi Operations Screenshot

Demo Instance

We have a demo instance of Ouvvi Online available where you can log in and take a look.

You can access the demo instance here : Demo Instance

Then sign in using the following credentials:

  • Username: demo
  • Password: simego

If you would like to try an Ouvvi Online instance please contact our support team support@simego.com and request an Ouvvi Online instance.


Announcing the Simego Referral Program

What the Simego referral program is and how to get started

5 October 2019

Today we are launching a referral program for you, our loyal customers.

We have found that much of our business comes from you recommending us to others. So, in recognition of this we have created a referral program where if you refer a customer to Simego they will get 20% discount on their order and you will also receive a 20% credit in the form of points to use for against your renewal/s or new purchases.

Get Started

To get started all you need to do is log in to your Simego account and find the referral section (this should be in the menu to the left of the page). Read through the details and click "Agree Terms". This will then generate your unique referral code.

Copy that referral code and get talking!

You can put it wherever you like: in an email, in a blog post, as a footer, post it on social media. You decide how you want to get the word out. Just make sure to tell everyone where they need to go (www.simego.com) and that the code needs to be put in the Partner/Referral Box during checkout.

The more you refer the more points you are rewarded!

The referral section in your account will show you how many points you have (the big green section), the transactions you have against your referral code and how many points these orders gave you (or what you spent with a spend code).

You can also generate a Spend Code to spend your points from your account. Click “Create Spend Code” and type in the number of points you want to use then click “Create”. Your spend code will now appear in your transactions table, copy this and use it against your renewal or a new purchase.

Go get signed up and start earning points for every time you refer a new customer to us!

Thank you again for being a Simego customer.


Introducing Ouvvi Apps

An introduction to Ouvvi Apps

4 September 2019

We've been busy working on some new Ouvvi developments over the few months, one of these has been Ouvvi Apps.
This new addition has so many possibilities we are going to split it into multiple blog posts so that we don't overwhelm you with information.

So lets get started with our introduction to Ouvvi Apps.

What are Ouvvi Apps?

Ouvvi apps, in a nutshell, is a new form of table storage with a modern restful API. Now that may not sound like much to you right now but when you see how it'll save you time and effort in your integrations, and the possibilities it generates, I think we might make you think otherwise. Ouvvi apps was designed to make data integration and reporting on your data simpler and more useful.

Simego Ouvvi Apps

Simego Ouvvi Apps

Ouvvi Apps are SQL tables on steroids. Not only can you use the apps as a store or backup of your data, but you also get to use some useful additional features. Ouvvi Apps have a simple REST based API and an Export API which can output the data in a number of standard Data formats.

Built in Connector

Ouvvi Apps comes with a built in ready to use Data Sync connector, so you can implement these in your integrations quickly and with no hassle.

Ouvvi Apps Connector

You also get a quick start function to create new apps within your Ouvvi environment!

Quick Start

Export Formats

Each app has its own API endpoint that you can connect to.
You can also generate exports of your data in a number of formats. We're talking XML, HTML, CSV, Excel and JSON. These can all be consumed by a URL from the Ouvvi server so a great way to share data with other applications.

Export Formats

Data Consumption

Consume the data stored in Ouvvi Apps straight into Power BI. Sometimes it can be difficult to get your data into Power BI or slow depending on the source system. Now you can use Data Sync to update your Ouvvi Apps and then connect Power BI to the Ouvvi App.

Power BI

Data Transformation

With Data Integration it can be helpful to use a SQL Database as a Temporary Staging Store. Now with Ouvvi Apps you can use these instead and no longer need to deal with creating SQL Tables on the Database Server.

Email Reporting

Go from simply having a data store to getting emails about your data. We have two HTML report views TABLE and LIST and a new Ouvvi Email handler than can consume a Web Page as the body of an email. By combining these we have a new powerful way to import data into an Ouvvi App and then send this as a report by email.

We've been using this loads! One of the ways is for when we receive a new order. The data we get from our reseller wasn't useful enough for us and we kept having to log in to find out the information we needed. So we utilised Data Sync + Ouvvi Apps and now we get an email every time we get a new order with all the information we need to know.

New Order Email

We're going to follow up with some more detailed blogs in the future but for now this is a heads up for what is coming in the next release.


Introducing the Data Sync Connector for Pipedrive

The Pipedrive CRM system connector

30 August 2019

We’ve recently begun using Pipedrive as our main CRM, so naturally thought we should build a connector for this!

So let's tell you a bit more about how you can connect and use the Pipedrive REST API.

The Connector

The Pipedrive connector is available from version 3.0.1228, and has full read and write, lookups and connection library capabilities.

To use it you will need your API token from Pipedrive, get this by going to Settings > Personal > Other > API. Then you simply choose the list you want to connect to.

Pipedrive Connector

What can you connect to?

The connector can connect to the Activity, Deal, Note, Organization, Person, Pipeline, Product, Stage, and User lists.

If you want to test what fields will be returned for each list you can do so at the Pipedrive API reference page. Enter in your API token, choose an endpoint to test and then click GET. This will then return a sample of your data stored in Pipedrive.

How might you use this connector?

Maybe you have Pipedrive but don’t know where to get started. Let us give you a few examples of how you might use it, so then you can get up and running automating your Pipedrive integration.

Data Migration

The very first task we needed the connector for was to migrate from our old CRM system to Pipedrive.

We simply connected to the old CRM as the source, connected to Pipedrive as our target, mapped the columns we wanted to include and then clicked Synchronise.
As you have all probably found out by now, Data Sync doesn’t take long to run these sorts of projects, so within under a minute we were done.

Now we can go into Pipedrive and have our customer data to hand, joining the emails we receive to customers and deals in the system.

Adding Leads

You may receive a list of new leads from one of your departments that need to be uploaded into Pipedrive. This could be a CSV file, or maybe you connect directly to the SQL database where the data is added.
Just connect to your list, connect to Pipedrive, map the columns and sync.

Updating Records

Maybe you edit the user data within Pipedrive but then need to reflect these updates in your business systems. Or spin it the other way and the data is edited in another system, but these changes need to be reflected in your Pipedrive CRM.
Just follow the same process: connect to your source system, connect to your target (destination) system, map your columns, compare and sync.

You can automate the project by using either the run tool to schedule it to run at a set time or by using Ouvvi to apply event or time-based triggers. You could even have Ouvvi send you an email once it has run to let you know something has changed… We will be telling you more about these sorts of possibilities in an upcoming blog post so keep your eyes peeled for our Ouvvi Apps release post.

Want to know more?

So if this has got you thinking about all the possibilities you could do and you want to know more, send us a message and we can help get you started.


Data Sync Projects vs Traditional Blocky Workflows

Comparision of Data Synchronisation Studio Projects against other ETL Tools

5 July 2019

In this blog we will cover the difference between Data Synchronisation Studio and other Data Integration products that take a blocky single step at a time workflow approach.

Scenario

For this example lets take a simple scenario where you may receive a file daily into a mailbox you want to then take this file and save it to a folder and at the same time rename the file with today's date.

Typical Workflow

Below is an example of the steps you might take to complete this process.

Email Attachment Process Flow

The Data Sync Approach

In Data Sync we model our Source Data how we want it represented in the Target doing everything at once and in batch. Data Sync then works out for us what it needs to do to make the target the same as the source. We then run multiple Data Sync projects in a sequence to build more complex processes.

So in this example we wrap all this up into a single Data Sync project where we connect to an Exchange Mailbox and get mail for Today with a specific subject then map it to a Folder and rename the file before its written.

Filter Email for Today and Subject

This is done via Project Automation to update the project configuration at runtime to return email messages received today. To filter only messages starting with NEW LEADS we enter a value of NEW LEADS* into the FilterBySubject property of the source.

DataSourceA.FilterByReceivedDateTime = DateTime.Today.ToString("yyyy-MM-dd HH:mm:ss");

Extract Attachment and Save to Folder

This is done by just mapping the Filename from the Attachment to the Target Folder at the same time we use a Calculated Column to rename the file using today's date.

FORMAT("LEADS_{0}.csv", DATESTR(TODAY(), "yyyyMMdd"))

Data Sync Project in Designer

Data Sync Project

Next Process Import File

Next we might want to import the data from the file into our Target System this could almost be anything but in general the process is the same. We process each row one at a time looking up against the target to decide whether we need to add the row as its a new row or update an existing row with new data. This can get really complicated when our source data doesn't contain the required identifier in the target system. It can also be really slow to lookup each record one at a time.

Email Attachment Process Flow

Fortunately in Data Sync all this is really easy we just need to connect the source to our CSV file. We can use a wildcard for the path if we do not know the filename i.e. C:\Temp\Leads_Drop\LEADS_*.csv.

We then connect the Target and define the mapping between the two data sources. We need a Key column to identify the records this is used by Data Sync to calculate whether a record is new or is an update.

Internally Data Sync tracks the target identifiers so we can always update a record even when the source data doesn't include this value.

Data Sync Project

Bringing it all together

Finally we need a way to run these Data Sync projects in a Sequence. Configure a Schedule or real-time trigger and have a way to monitor the execution once the process is in production.

Ouvvi

Ouvvi is our solution for scheduling and monitoring the individual Data Sync projects. Within Ouvvi you define a project and add steps to execute in a sequence using flow control to manage which steps run based on a running status.

For our example here we add three steps.

  1. Download CSV File from Email.
  2. Import CSV file to SQL Table
  3. On Failure send an email report.

We can document each of these steps in Ouvvi to ensure we have some visibility on the defined process.

Once the solution is configured and tested we add a Trigger to run this at Start Of Day to ensure it runs automatically for us.

Projects configured in Ouvvi

Ouvvi Project

This is just a small fraction of what is possible with Data Sync+Ouvvi. Hopefully this helps you understand the difference between Data Sync+Ouvvi and other products and you can see how easy it is to use Data Sync+Ouvvi for your Data Integration processes.


Would you like to try Data Sync and Ouvvi for your Data Integration projects?

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