HubSpot Connector 23.3

# Index Documents into Vertica

HubSpot Connector can index documents into Vertica, so that you can run queries on structured fields (document metadata).

Depending on the metadata contained in your documents, you could investigate the average age of documents in a repository. You might want to answer questions such as: How much time has passed since the documents were last updated? How many files are regularly updated? Does this represent a small proportion of the total number of documents? Who are the most active users?

TIP: In most cases, OpenText recommends sending documents to a Connector Framework Server (CFS). CFS extracts metadata and content from any files that the connector has retrieved, and can manipulate and enrich documents before they are indexed. CFS also has the capability to insert documents into more than one index, for example IDOL Server and a Vertica database. For information about sending documents to CFS, see Send Data to Connector Framework Server

## Prerequisites

- HubSpot Connector supports indexing into Vertica 7.1 and later.
- You must install the appropriate Vertica ODBC drivers (version 7.1 or later) on the machine that hosts HubSpot Connector. If you want to use an ODBC Data Source Name (DSN) in your connection string, you will also need to create the DSN. For more information about installing Vertica ODBC drivers and creating the DSN, refer to the Vertica documentation.

## New, Updated and Deleted Documents

When documents are indexed into Vertica, HubSpot Connector adds a timestamp that contains the time when the document was indexed. The field is named `VERTICA_INDEXER_TIMESTAMP` and the timestamp is in the format `YYYY-MM-DD HH:NN:SS`.

When a document in a data repository is modified, HubSpot Connector adds a new record to the database with a new timestamp. All of the fields are populated with the latest data. The record describing the older version of the document is not deleted. You can create a projection to make sure your queries only return the latest record for a document.

When HubSpot Connector detects that a document has been deleted from a repository, the connector inserts a new record into the database. The record contains only the `DREREFERENCE` and the field `VERTICA_INDEXER_DELETED` set to `TRUE`.

## Fields, Sub-Fields, and Field Attributes

Documents that are created by connectors can have multiple levels of fields, and field attributes. A database table has a flat structure, so this information is indexed into Vertica as follows:

- Document fields become columns in the flex table. An IDOL document field and the corresponding database column have the same name.
- Sub-fields become columns in the flex table. A document field named `my_field` with a sub-field named `subfield` results in two columns, `my_field` and `my_field.subfield`.
- Field attributes become columns in the flex table. A document field named `my_field`, with an attribute named `my_attribute` results in two columns, `my_field` holding the field value and `my_field.my_attribute` holding the attribute value.

Copyright 2023 Open Text
Version 23.3 | Last updated June 2023

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Product: IDOL HubSpot Connector 23.3

Topic Title: Index Documents into Vertica