Informatica PowerCenter 7.

1 Basics
Education Services
Version PC7B-20040608

Informatica Corporation, 2003 - 2004. All rights reserved.

Introduction

Course Objectives
By the end of this course you will: Understand how to use the major PowerCenter components for development Be able to build basic ETL mappings and mapplets Be able to create, run and monitor workflows Understand available options for loading target data Be able to troubleshoot most problems

About Informatica
Founded in 1993 Leader in enterprise solution products Headquarters in Redwood City, CA Public company since April 1999 (INFA) 2000+ customers, including over 80% of Fortune 100 Strategic partnerships with IBM, HP, Accenture, SAP, and many others Worldwide distributorship

Informatica Resources
www.informatica.com provides information (under Services) on: Professional Services Education Services Technical Support my.informatica.com sign up to access: Product documentation (under Products, documentation downloads) Velocity Methodology (under Services) Knowledgebase Webzine devnet.informatica.com sign up for Informatica Developers Network

Informatica Professional Certification

Informatica offers three distinct Certification titles:
Exam A: Architecture and Administration Exam C: Advanced Administration Exam A: Architecture and Administration Exam B: Mapping Design Exam D: Advanced Mapping Design Exams A, B, C, D plus Exam E: Enablement Technologies

For more information and to register to take an exam:

http://www.informatica.com/services/Education+Services/Professional+Certification/

Extract, Transform and Load

Operational Systems
RDBMS Mainframe Other

Decision Support
Data Warehouse

Transaction level data Optimized for transaction response time Current Normalized or De-normalized data

Aggregate data Cleanse data Consolidate data Apply business rules De-normalize data

Aggregated data Historical data

Transform ETL Load

Extract

PowerCenter 7 Architecture
Native
Sources Informatica Server

Native
Targets

TCP/IP Heterogeneous Sources Repository Server Heterogeneous Targets Repository Agent

TCP/IP

Native
Repository Designer Workflow Workflow Rep Server Manager Manager Monitor Administrative Console

Repository

Not Shown: Client ODBC Connections for Source and Target metadata

Connectivity Products for PowerCenter

These allow companies to directly source from and integrate with a variety of transactional applications and real-time services
PowerExchange (for mainframe, AS/400 and complex flat files) PowerConnects for: Transactional Applications Essbase PeopleSoft SAP R/3 SAP BW SAS Siebel Real-time Services JMS MSMQ MQSeries SAP IDOCs TIBCO WebMethods Web Services

PowerConnect SDK (available on the Informatica Developer Network)

PowerCenter 7.1 Options

Data Profiling Data Cleansing Server Grid Real-Time/WebServices Partitioning Team-Based Development
Profile wizards, rules definitions, profile results tables, and standard reports Name and address cleansing functionality, including directories for US and certain international countries

Server group management, automatic workflow distributio across multiple heterogeneous servers ZL Engine, always-on non-stop sessions, JMS connectivity, and real-time Web Services provider Data smart parallelism, pipeline and data parallelism, partitioning Version control, deployment groups, configuration management, automatic promotion

PowerCenter

Server engine, metadata repository, unlimited designers, workflow scheduler, all APIs and SDKs, unlimited XML an flat file sourcing and targeting, object export to XML file, LDAP authentication, role-based object-level security, metadata reporter, centralized monitoring

Watch for short virtual classroom courses on these options and XML!

Design and Execution Process

1. Create Source definition(s) 2. Create Target definition(s) 3. Create a Mapping 4. Create a Session Task 5. Create a Workflow with Task components 6. Run the Workflow and verify the results

Demonstration

Source Object Definitions

Source Object Definitions

By the end of this section you will: Be familiar with the Designer interface Be familiar with Source Types Be able to create Source Definitions Understand Source Definition properties Be able to use the Data Preview option

Methods of Analyzing Sources

Source Analyzer

Repository Server
TCP/IP

Import from: Relational database Flat file COBOL file XML object Create manually
Repository Agent
Native

DEF

Repository

Analyzing Relational Database Sources

Source Analyzer ODBC

Relational DB Source
Table View Synonym
DEF

Repository Server
TCP/IP

Repository Agent
Native

DEF

Repository

Analyzing Relational Database Sources

Editing Source Definition Properties

Analyzing Flat File Sources

Source Analyzer
Mapped Drive NFS Mount Local Directory

Flat File
DEF

Fixed Width Delimited

Repository Server
TCP/IP

Repository Agent
Native

DEF

Repository

Flat File Wizard

Three-step wizard Columns can be renamed within wizard Text, Numeric and Datetime datatypes are supported Wizard guesses datatype

Flat File Source Properties

Analyzing COBOL (VSAM) Sources

Source Analyzer
Mapped Drive NFS Mounting Local Directory

.CBL File
DEF

Repository Server
TCP/IP

DATA

Repository Agent
Native

Supported Numeric Storage Options: COMP, COMP-3, COMP-6

DEF

Repository

Cobol (VSAM) Source Properties

Analyzing XML Sources

Source Analyzer
Mapped Drive NFS Mounting Local Directory

XML Schema (XSD), DTD or XML File

DEF

Repository Server
TCP/IP

DATA

Repository Agent
Native

DEF

Repository

Data Previewer
Preview data in
Relational database sources Flat file sources Relational database targets Flat file targets

Data Preview Option is available in

Source Analyzer Warehouse Designer Mapping Designer Mapplet Designer

Using Data Previewer in Source Analyzer

Data Preview Example
From Source Analyzer, select Source drop down menu, then Preview Data

Enter connection information in the dialog box

A right mouse click on the object can also be used to preview data

Using Data Previewer in Source Analyzer

Data Preview Results

Data Display View up to 500 rows

Metadata Extensions
Allows developers and partners to extend the metadata stored in the Repository Metadata extensions can be:
User-defined PowerCenter users can define and create their own metadata Vendor-defined Third-party application vendor-created metadata lists
For example, applications such as Ariba or PowerConnect for Siebel can add information such as contacts, version, etc.

Metadata Extensions
Can be reusable or non-reusable Can promote non-reusable metadata extensions to reusable; this is not reversible Reusable metadata extensions are associated with all repository objects of that object type A non-reusable metadata extensions is associated with a single repository object Administrator or Super User privileges are required for managing reusable metadata extensions

Example Metadata Extension for a Source

Sample User Defined Metadata, e.g. contact information, business user

Target Object Definitions

Target Object Definitions

By the end of this section you will: Be familiar with Target Definition types Know the supported methods of creating Target Definitions Understand individual Target Definition properties

Creating Target Definitions

Methods of creating Target Definitions Import from relational database Import from XML object Create automatically from a source definition Create manually (flat file or relational database)

Import Definition from Relational Database

Can infer existing object definitions from a database system catalog or data dictionary Relational DB Warehouse ODBC Designer Table
Repository Server
TCP/IP
DEF

View Synonym

Repository Agent
Native
DEF

Repository

Import Definition from XML Object

Can infer existing object definitions from a database system catalog or data dictionary
Warehouse Designer Repository Server
TCP/IP Mapped Drive NFS Mounting Local Directory

DTD, XML Schema or XML File

DEF

DAT A

Repository Agent
Native
DEF

Repository

Creating Target Automatically from Source

Drag-and-drop a Source Definition into the Warehouse Designer Workspace

Target Definition Properties

Lab 1 Define Sources and Targets

Mappings

Mappings
By the end of this section you will be familiar with: The Mapping Designer interface Transformation objects and views Source Qualifier transformation The Expression transformation Mapping validation

Mapping Designer

Transformation Toolbar Mapping List

Iconized Mapping

Transformations Objects Used in This Class

Source Qualifier: reads data from flat file & relational sources Expression: performs row-level calculations Filter: drops rows conditionally Sorter: sorts data Aggregator: performs aggregate calculations Joiner: joins heterogeneous sources Lookup: looks up values and passes them to other objects Update Strategy: tags rows for insert, update, delete, reject Router: splits rows conditionally Sequence Generator: generates unique ID values

Other Transformation Objects

Normalizer: normalizes records from relational or VSAM sources Rank: filters the top or bottom range of records Union: merges data from multiple pipelines into one pipeline Transaction Control: allows user-defined commits Stored Procedure: calls a database stored procedure External Procedure : calls compiled code for each row Custom: calls compiled code for multiple rows Midstream XML Parser: reads XML from database table or message queue

Midstream XML Generator: writes XML to database table or message queue More Source Qualifiers: read from XML, message queues and applications

Transformation Views
A transformation has three views:
Iconized shows the transformation in relation to the rest of the mapping Normal shows the flow of data through the transformation Edit shows transformation ports (= table columns) and properties; allows editing

Source Qualifier Transformation

Represents the source record set queried by the Server. Mandatory in Mappings using relational or flat file sources Ports
All input/output

Usage
Convert datatypes For relational sources:

Modify SQL statement User Defined Join Source Filter Sorted ports Select DISTINCT Pre/Post SQL

Source Qualifier Properties

User can modify SQL SELECT statement (DB sources) Source Qualifier can join homogenous tables User can modify WHERE clause User can modify join statement User can specify ORDER BY (manually or automatically) Pre- and post-SQL can be provided SQL properties do not apply to flat file sources

Pre-SQL and Post-SQL Rules

Can use any command that is valid for the database type; no nested comments Can use Mapping Parameters and Variables in SQL executed against the source Use a semi-colon (;) to separate multiple statements Informatica Server ignores semi-colons within single quotes, double quotes or within /* ...*/ To use a semi-colon outside of quotes or comments, escape it with a back slash (\)

Expression Transformation
Perform calculations using non-aggregate functions (row level)
Ports Mixed Variables allowed Create expression in an output or variable port Usage Perform majority of data manipulation

Click here to invoke the Expression Editor

Expression Editor
An expression formula is a calculation or conditional statement for a specific port in a transformation Performs calculation based on ports, functions, operators, variables, constants and return values from other transformations

Expression Validation
The Validate or OK button in the Expression Editor will:
Parse the current expression Remote port searching (resolves references to ports in other transformations) Parse default values Check spelling, correct number of arguments in functions, other syntactical errors

Informatica Functions Character

ASCII CHR CHRCODE CONCAT INITCAP INSTR LENGTH LOWER LPAD LTRIM REPLACECHR REPLACESTR RPAD RTRIM SUBSTR UPPER

Character Functions Used to manipulate character data CHRCODE returns the numeric value (ASCII or Unicode) of the first character of the string passed to this function CONCAT is for backward compatibility only. Use || instead

Informatica Functions Conversion

TO_CHAR (numeric) TO_DATE TO_DECIMAL TO_FLOAT TO_INTEGER

Conversion Functions
Used to convert datatypes

Informatica Functions Data Cleansing

INSTR IS_DATE IS_NUMBER IS_SPACES ISNULL LTRIM METAPHONE REPLACECHR REPLACESTR RTRIM SOUNDEX SUBSTR TO_CHAR TO_DATE TO_DECIMAL TO_FLOAT TO_INTEGER

Used to process data during data cleansing METAPHONE and SOUNDEX create indexes based on English pronunciation (2 different standards)

Informatica Functions Date

ADD_TO_DATE DATE_COMPARE DATE_DIFF GET_DATE_PART LAST_DAY ROUND (Date) SET_DATE_PART TO_CHAR (Date) TRUNC (Date)

Date Functions
Used to round, truncate, or compare dates; extract one part of a date; or perform arithmetic on a date To pass a string to a date function, first use the TO_DATE function to convert it to an date/time datatype

Informatica Functions Numerical and Scientific

ABS CEIL CUME EXP FLOOR LN LOG MOD MOVINGAVG MOVINGSUM POWER ROUND SIGN SQRT TRUNC

Numerical Functions Used to perform mathematical operations on numeric data

Scientific Functions Used to calculate geometric values of numeric data

COS COSH SIN SINH TAN TANH

Informatica Functions Special and Test

Special Functions Used to handle specific conditions within a session; search for certain values; test conditional statements IIF(Condition,True,False)

ABORT DECODE ERROR IIF LOOKUP

IS_DATE IS_NUMBER IS_SPACES ISNULL

Test Functions Used to test if a lookup result is null Used to validate data

Variable Ports
Use to simplify complex expressions
e.g. create and store a depreciation formula to be referenced more than once

Use in another variable port or an output port expression Local to the transformation (a variable port cannot also be an input or output port) Available in the Expression, Aggregator and Rank transformations

Variable Ports (contd)

Use for temporary storage Variable Ports can remember values across rows; useful for comparing values Variables are initialized (numeric to 0, string to ) when the Mapping logic is processed Variables Ports are not visible in Normal view, only in Edit view

Default Values Two Usages

For input and I/O ports, default values are used to replace null values For output ports, default values are used to handle transformation calculation errors (not-null handling)

Selected port

Default value for the selected port

Validate the default value expression

ISNULL function is not required

Informatica Datatypes
NATIVE DATATYPES TRANSFORMATION DATATYPES

Specific to the source and target database types Display in source and target tables within Mapping Designer

PowerCenter internal datatypes based on UCS-2 Display in transformations within Mapping Designer

Native

Transformation

Native

Transformation datatypes allow mix and match of source and target database types When connecting ports, native and transformation datatypes must be compatible (or must be explicitly converted)

Datatype Conversions within PowerCenter

Data can be converted from one datatype to another by:
Passing data between ports with different datatypes Passing data from an expression to a port Using transformation functions Using transformation arithmetic operators

Only conversions supported are:

Numeric datatypes Other numeric datatypes Numeric datatypes String Date/Time Date or String

For further information, see the PowerCenter Client Help > Index > port-to-port data conversion

Mapping Validation

Connection Validation
Examples of invalid connections in a Mapping: Connecting ports with incompatible datatypes Connecting output ports to a Source Connecting a Source to anything but a Source Qualifier or Normalizer transformation Connecting an output port to an output port or an input port to another input port

Mapping Validation
Mappings must: Be valid for a Session to run Be end-to-end complete and contain valid expressions Pass all data flow rules Mappings are always validated when saved; can be validated without being saved Output Window displays reason for invalidity

Lab 2 Create a Mapping

Workflows

Workflows
By the end of this section, you will be familiar with: The Workflow Manager GUI interface Creating and configuring Workflows Workflow properties Workflow components Workflow tasks

Workflow Manager Interface

Task Tool Bar Navigator Window

Workflow Designer Tools

Workspace

Status Bar

Output Window

Workflow Manager Tools

Workflow Designer
Maps the execution order and dependencies of Sessions, Tasks and Worklets, for the Informatica Server

Task Developer
Create Session, Shell Command and Email tasks Tasks created in the Task Developer are reusable

Worklet Designer
Creates objects that represent a set of tasks Worklet objects are reusable

Workflow Structure
A Workflow is set of instructions for the Informatica Server to perform data transformation and load Combines the logic of Session Tasks, other types of Tasks and Worklets The simplest Workflow is composed of a Start Task, a Link and one other Task
Link

Start Task

Session Task

Session Task
Server instructions to run the logic of ONE specific mapping
e.g. source and target data location specifications, memory allocation, optional Mapping overrides, scheduling, processing and load instructions

Becomes a component of a Workflow (or Worklet) If configured in the Task Developer, the Session Task is reusable (optional)

Additional Workflow Tasks

Eight additional Tasks are available in the Workflow Designer (covered later) Command Email Decision Assignment Timer Control Event Wait Event Raise

Sample Workflow
Session 1

Command Task

Start Task (required)

Session 2

Sequential and Concurrent Workflows

Sequential

Concurrent

Combined

Note: Although only session tasks are shown, can be any tasks

Creating a Workflow

Customize Workflow name

Select a Server

Workflow Properties
Customize Workflow Properties
Workflow log displays

May be reusable or non-reusable Select a Workflow Schedule (optional)

Workflow Scheduler

Set and customize workflow-specific schedule

Workflow Metadata Extensions

Metadata Extensions provide for additional user data

Workflow Links
Required to connect Workflow Tasks Can be used to create branches in a Workflow All links are executed unless a link condition is used which makes a link false
Link 1 Link 3

Link 2

Conditional Links

Optional link condition

$taskname.STATUS is a pre-defined workflow variable

Workflow Summary
1. 2. 3. Add Sessions and other Tasks to the Workflow Connect all Workflow components with Links Save the Workflow 4. Start the Workflow

Sessions in a Workflow can be executed independently

Session Tasks

Session Tasks
After this section, you will be familiar with: How to create and configure Session Tasks Session Task source and target properties

Creating a Session Task

Created to execute the logic of a mapping (one mapping only) Session Tasks can be created in the Task Developer (reusable) or Workflow Developer (Workflow-specific) To create a Session Task
Select the Session button from the Task Toolbar

Or Select menu Tasks | Create and select Session from the drop-down menu

Session Task Tabs

General Properties Config Object Mapping Components Metadata Extensions

Session Task Mapping Sources

Mapping Tab Session Task

Select source nstance

Set connection

Set properties

Session Task Mapping Targets

Mapping Tab Session Task

Select target nstance

Set connection

Set properties

Note: Heterogeneous argets are supported

Monitoring Workflows

Monitoring Workflows
By the end of this section you will be familiar with: The Workflow Monitor GUI interface Monitoring views Server monitoring modes Filtering displayed items Actions initiated from the Workflow Monitor Truncating Monitor Logs

Workflow Monitor
The Workflow Monitor is the tool for monitoring Workflows and Tasks Choose between two views: Gantt chart Task view

Gantt Chart view

Task view

Monitoring Current and Past Workflows

The Workflow Monitor displays only workflows that have been run Choose between two modes:
Online Displays real-time information from the Informatica Server and the Repository Server about current workflow runs Offline Displays historic information from the Repository about past workflow runs
Refresh rate adjustment not required; in online mode, screen is automatically refreshed

Monitoring Operations
Perform operations in the Workflow Monitor
Stop, Abort, or Restart a Task, Workflow or Worklet Resume a suspended Workflow after a failed Task is corrected Reschedule or Unschedule a Workflow

View Session and Workflow logs Abort has a 60 second timeout

If the Server has not completed processing and

committing data during the timeout period, the threads and processes associated with the Session are killed
Stopping a Session Task means the Server stops reading data

Monitoring in Task View

Task Server Workflow Worklet Start Time Completion Time

Status Bar

Start, Stop, Abort, Resume Tasks,Workflows and Worklets

Filtering in Task View

Monitoring filters can be set using drop down menus. Minimizes items displayed in Task View

Right-click on Session to retrieve the Session Log (from the Server to the local PC Client)

Filter Toolbar

Select type of tasks to filter Select servers to filter View all folders or folders owned only by current user Filter tasks by specified criteria Display recent runs

Truncating Workflow Monitor Logs

Workflow Monitor

Repository Manager

The Repository Manager Truncate Log option clears the Workflow Monitor logs

Lab 3 Create and Run a Workflow

Lab 4 Features and Techniques I

Debugger

Debugger
By the end of this section you will be familiar with: Creating a Debug Session Debugger windows and indicators Debugger functionality and options Viewing data with the Debugger Setting and using Breakpoints Tips for using the Debugger

Debugger Features
Wizard driven tool that runs a test session View source / target data View transformation data Set break points and evaluate expressions Initialize variables Manually change variable values Data can be loaded or discarded Debug environment can be saved for later use

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Debugger Interface

Debugger Mod indicator

Flashing yellow SQL indicator

Solid yellow arrow Curren Transformatio indicator

Output Window Debugger Log

Transformation Instance Data window

Target Instance window

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Debugger Tips
Server must be running before starting a Debug Session When the Debugger is started, a spinning icon displays. Spinning stops when the Debugger Server is ready The flashing yellow/green arrow points to the current active Source Qualifier. The solid yellow arrow points to the current Transformation instance Next Instance proceeds a single step at a time; one row moves from transformation to transformation Step to Instance examines one transformation at a time, following successive rows through the same transformation

02

Lab 5 The Debugger

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Filter Transformation

Filter Transformation
By the end of this section you will be familiar with: Filter functionality Filter properties

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Filter Transformation
Drops rows conditionally

Ports All input / output Specify a Filter condition Usage Filter rows from input flow

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Lab 6 Flat File Wizard and Filter Transformation

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Sorter Transformation

Sorter Transformation
By the end of this section you will be familiar with: Sorter functionality Sorter properties

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Sorter Transformation
Can sort data from relational tables or flat files Sort takes place on the Informatica Server machine Multiple sort keys are supported The Sorter transformation is often more efficient than a sort performed on a database with an ORDER BY clause

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Sorter Transformation
Sorts data from any source, at any point in a data flow
Sort Keys

Ports Input/Output Define one or more sort keys Define sort order for each key Example of Usage Sort data before Aggregator to improve performance
Sort Order

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Sorter Properties

Cache size can be adjusted. Default is 8 Mb

Server uses twice the cache listed Ensure sufficient memory is available on the Informatica Server (else Session Task will fail)

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Aggregator Transformation

Aggregator Transformation
By the end of this section you will be familiar with: Basic Aggregator functionality Creating subtotals with the Aggregator Aggregator expressions Aggregator properties Using sorted data

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Aggregator Transformation
Performs aggregate calculations

Ports Mixed Variables allowed Group By allowed Create expressions in output ports Usage Standard aggregations

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Aggregate Expressions
Aggregate functions are supported only in the Aggregator Transformation

Conditional Aggregate expressions are supported: Conditional SUM format: SUM(value, condition)

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Aggregator Functions
AVG COUNT FIRST LAST MAX MEDIAN MIN PERCENTILE STDDEV SUM VARIANCE

Return summary values for non-null data in selected ports Use only in Aggregator transformations Use in output ports only Calculate a single value (and row) for all records in a group Only one aggregate function can be nested within an aggregate function Conditional statements can be used with these functions

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Aggregator Properties
Sorted Input Property

Instructs the Aggregator to expect the data to be sorted Set Aggregator cache sizes for Informatica Server machine

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Sorted Data
The Aggregator can handle sorted or unsorted data
Sorted data can be aggregated more efficiently, decreasing total processing time

The Server will cache data from each group and release the cached data upon reaching the first record of the next group Data must be sorted according to the order of the Aggregators Group By ports Performance gain will depend upon varying factors

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Aggregating Unsorted Data

Unsorted data
Group By: - store - department - date

No rows are released from Aggregator until all rows are aggregated

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Aggregating Sorted Data

Data sorted by: - store - department - date
Group By: - store - department - date

Each separate group (one row) is released as soon as the last row in the group is aggregated

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Data Flow Rules Terminology

Passive transformation
Operates on one row of data at a time AND Cannot change the number of rows on the data flow Example: Expression transformation

Active transformation
Can operate on groups of data rows AND/OR Can change the number of rows on the data flow Examples: Aggregator, Filter, Source Qualifier

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Data Flow Rules

Each Source Qualifier starts a single data stream (data flow) Transformations can send rows to more than one transformation (split one data flow into multiple pipelines) Two or more data flows can meet only if they originate from a common active transformation
ALLOWED DISALLOWED

Passive T T T

Active T

Example holds true with Normalizer instead of Source Qualifier. Exceptions are: Mapplet Input and sorted Joiner transformations

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Joiner Transformation

Joiner Transformation
By the end of this section you will be familiar with: When to use a Joiner transformation Homogeneous joins Heterogeneous joins Joiner properties Joiner conditions Nested joins

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Homogeneous Joins
Joins can be performed within a Source Qualifier (using a SQL Query) when:
The source tables are on the same database server and The database server performs the join

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Heterogeneous Joins
Joins cannot be performed within a Source Qualifier when
The source tables or on different database servers The sources are heterogeneous e.g.
An Oracle table and a DB2 table Two flat files A flat file and a database table

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Joiner Transformation
Performs heterogeneous joins on different data flows
Active Transformation Ports All input or input / output M denotes port comes from master source Examples Join two flat files Join two tables from different databases Join a flat file with a relational table

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Joiner Conditions

Multiple join conditions are supported

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Joiner Properties
Join types:
Normal (inner) Master outer Detail outer Full outer Set Joiner Caches

Joiner can accept sorted data (configure the join condition to use the sort origin ports)

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Nested Joins
Used to join three or more heterogeneous sources

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Mid-Mapping Join (Unsorted)

The unsorted Joiner does not accept input in the following situations:
Both input pipelines begin with the same Source Qualifier Both input pipelines begin with the same Joiner

The sorted Joiner does not have these restrictions.

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Lab 7 Heterogeneous Join, Aggregator, and Sorter

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Lookup Transformation

Lookup Transformation
By the end of this section you will be familiar with: Lookup principles Lookup properties Lookup conditions Lookup techniques Caching considerations Persistent caches

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How a Lookup Transformation Works

For each mapping row, one or more port values are looked up in a database table or flat file If a match is found, one or more table values are returned to the mapping. If no match is found, NULL is returned
Lookup value(s) Lookup transformation

Return value(s)

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Lookup Transformation
Looks up values in a database table or flat file and provides data to other components in a mapping
Ports Mixed L denotes Lookup port R denotes port used as a return value (unconnected Lookup only see later) Specify the Lookup Condition Usage Get related values Verify if records exists or if data has changed

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Lookup Conditions

Multiple conditions are supported

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Lookup Properties
Lookup table name Lookup condition

Native database connection object name Source type: Database or Flat File

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Lookup Properties contd

Policy on multiple match: Use first value Use last value Report error

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Lookup Caching
Caching can significantly impact performance Cached
Lookup table data is cached locally on the Server Mapping rows are looked up against the cache Only one SQL SELECT is needed

Uncached
Each Mapping row needs one SQL SELECT Rule Of Thumb: Cache if the number (and size) of records in the Lookup table is small relative to the number of mapping rows requiring the lookup

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Persistent Caches
By default, Lookup caches are not persistent; when the session completes, the cache is erased Cache can be made persistent with the Lookup properties When Session completes, the persistent cache is stored on the server hard disk The next time Session runs, cached data is loaded fully or partially into RAM and reused A named persistent cache may be shared by different sessions Can improve performance, but stale data may pose a problem

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Lookup Caching Properties

Override Lookup SQL option

Toggle caching Cache directory

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Lookup Caching Properties (contd)

Make cache persistent Set Lookup cache sizes

Set prefix for persistent cache file name Reload persistent cache

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Lab 8 Basic Lookup

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Target Options

Target Options
By the end of this section you will be familiar with: Default target load type Target properties Update override Constraint-based loading

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Setting Default Target Load Type

Set Target Load Type default in Workflow Manager Tools => Options Normal (usual in development) Bulk (usual in production) Can override in individual target properties.

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Target Properties
Edit Tasks: Mappings Tab Session Task

Select target instance Target load type Row loading operations Error handling

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WHERE Clause for Update and Delete

PowerCenter uses the primary keys defined in the Warehouse Designer to determine the appropriate SQL WHERE clause for updates and deletes Update SQL
UPDATE <target> SET <col> = <value> WHERE <primary key> = <pkvalue> The only columns updated are those which have values linked to them All other columns in the target are unchanged The WHERE clause can be overridden via Update Override

Delete SQL
DELETE from <target> WHERE <primary key> = <pkvalue>

SQL statement used will appear in the Session log file

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Constraint-based Loading

pk1

fk1, pk2

fk2

To maintain referential integrity, primary keys must be loaded before their corresponding foreign keys: in order Target1, Target2, Target 3

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Setting Constraint-based Loading

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Constraint-based Loading Terminology

Active transformation
Can operate on groups of data rows and/or

can change the number of rows on the data flow Examples: Source Qualifier, Aggregator, Joiner, Sorter, Filter

Active source
Active transformation that generates rows Cannot match an output row with a distinct input row Examples: Source Qualifier, Aggregator, Joiner, Sorter (The Filter is NOT an active source)

Active group
Group of targets in a mapping being fed by the same active

source

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Constraint-Based Loading Restrictions

Cannot have two active groups
pk1

Example 1
With only one Active source, rows for Targets1, 2, and 3 will be loaded properly and maintain referential integrity

fk1, pk2

fk2

pk1

Example 2
With two Active sources, it is not possible to control whether rows for Target3 will be loaded before or after those for Target2

fk1, pk2

fk2

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Lab 9 Deleting Rows

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Update Strategy Transformation

Update Strategy Transformation

By the end of this section you will be familiar with: Update Strategy functionality Update Strategy expressions

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Update Strategy Transformation

Used to specify how each individual row will be used to update target tables (insert, update, delete, reject)

Ports All input / output Specify the Update Strategy Expression IIF or DECODE logic determines how to handle the record Example Updating Slowly Changing Dimensions

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Update Strategy Expressions

IIF ( score > 69, DD_INSERT, DD_DELETE ) Expression is evaluated for each row Rows are tagged according to the logic of the expression Appropriate SQL (DML) is submitted to the target database: insert, delete or update DD_REJECT means the row will not have SQL written for it. Target will not see that row Rejected rows may be forwarded through Mapping

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Lab 10 Data Driven Operations

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Lab 11 Incremental Update

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Lab 12 Features and Techniques II

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Router Transformation

Router Transformation
By the end of this section you will be familiar with: Router functionality Router filtering groups How to apply a Router in a Mapping

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Router Transformation
Rows sent to multiple filter conditions

Ports All input/output Specify filter conditions for each Group Usage Link source data in one pass to multiple filter conditions

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Router Groups
Input group (always one) User-defined groups Each group has one condition ALL group conditions are evaluated for EACH row One row can pass multiple conditions Unlinked Group outputs are ignored Default group (always one) can capture rows that fail all Group conditions

66

Router Transformation in a Mapping

67

Lab 13 Router

68

Sequence Generator Transformation

Sequence Generator Transformation

By the end of this section you will be familiar with: Sequence Generator functionality Sequence Generator properties

70

Sequence Generator Transformation

Generates unique keys for any port on a row

Ports Two predefined output ports, NEXTVAL and CURRVAL No input ports allowed Usage Generate sequence numbers Shareable across mappings

71

Sequence Generator Properties

Number of cached values

72

Parameters and Variables

Parameters and Variables

By the end of this section you will understand: System variables Mapping parameters and variables Parameter files

74

System Variables
SYSDATE

Provides current datetime on the Informatica Server machine

Not a static value

SESSSTARTTIME

Returns the system date value on the Informatica Server

Used with any function that accepts transformation date/time datatypes Not to be used in a SQL override Has a constant value

$$$SessStartTime

Returns the system date value as a string Uses system clock on machine hosting Informatica Server
format of the string is database type dependent Used in SQL override Has a constant value

75

Mapping Parameters and Variables

Apply to all transformations within one Mapping Represent declared values Variables can change in value during run-time Parameters remain constant during run-time Provide increased development flexibility Defined in Mapping menu Format is $$VariableName or $$ParameterName

76

Mapping Parameters and Variables

Sample declarations Set datatype

User-defined names

Set aggregation type

Set optional initial value

Declare Variables and Parameters in the Designer Mappings/Mapplets menu

77

Mapping Parameters and Variables

Apply parameters or variables in formula

78

Functions to Set Mapping Variables

SETMAXVARIABLE($$Variable,value) Sets the specified variable to the higher of the current value or the specified value SETMINVARIABLE($$Variable,value) Sets the specified variable to the lower of of the current value or the specified value SETVARIABLE($$Variable,value) Sets the specified variable to the specified value SETCOUNTVARIABLE($$Variable) Increases or decreases the specified variable by the number of rows leaving the function(+1 for each inserted row, -1 for each deleted row, no change for updated or rejected rows)

79

Parameter Files

You can specify a parameter file for a session in the session editor Parameter file contains folder.session name and initializes each parameter and variable for that session. For example:
[Production.s_MonthlyCalculations] $$State=MA $$Time=10/1/2000 00:00:00 $InputFile1=sales.txt $DBConnection_target=sales $PMSessionLogFile=D:/session logs/firstrun.txt

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Priorities for Initializing Parameters & Variables

1. Parameter file 2. Repository value 3. Declared initial value 4. Default value

81

Unconnected Lookups

Unconnected Lookups
By the end of this section you will know: Unconnected Lookup technique Unconnected Lookup functionality Difference from Connected Lookup

83

Unconnected Lookup
Physically unconnected from other transformations NO data flow arrows leading to or from an unconnected Lookup Lookup data is called from the point in the Mapping that needs it Lookup function can be set within any transformation that supports expressions
Function in the Aggregator calls the unconnected Lookup

84

Unconnected Lookup Technique

Use lookup lookup function within a conditional statement
Condition Row keys (passed to Lookup)

IIF ( ISNULL(customer_id),:lkp.MYLOOKUP(order_no))

Lookup function

Condition is evaluated for each row but Lookup function is called only if condition satisfied

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Unconnected Lookup Advantage

Data lookup is performed only for those rows which require it. Substantial performance can be gained
EXAMPLE: A Mapping will process 500,000 rows. For two percent of those rows (10,000) the item_id value is NULL. Item_ID can be derived from the SKU_NUMB.

IIF ( ISNULL(item_id), :lkp.MYLOOKUP (sku_numb))

Condition (true for 2 percent of all rows)

Lookup (called only when condition is true)

Net savings = 490,000 lookups

86

Unconnected Lookup Functionality

One Lookup port value may be returned for each Lookup

Must check a Return port in the Ports tab, else fails at runtime

87

Connected versus Unconnected Lookups

CONNECTED LOOKUP UNCONNECTED LOOKUP

Part of the mapping data flow Returns multiple values (by linking output ports to another transformation) Executed for every record passing through the transformation More visible, shows where the lookup values are used Default values are used

Separate from the mapping data flow Returns one value - by checking the Return (R) port option for the output port that provides the return value Only executed when the lookup function is called Less visible, as the lookup is called from an expression within another transformation Default values are ignored

88

Lab 14 Straight Load

89

Lab 15 Conditional Lookup

90

Heterogeneous Targets

Heterogeneous Targets
By the end of this section you will be familiar with: Heterogeneous target types Heterogeneous target limitations Target conversions

92

Definition: Heterogeneous Targets

Supported target definition types: Relational database Flat file XML SAP BW, PeopleSoft, etc. (via PowerConnects) Heterogeneous targets are targets within a single Session Task that have different types or have different database connections

93

Step One: Identify Different Target Types

Oracle table

Tables are EITHER in two different databases, or require different (schemaspecific) connect strings One target is a flat file load

Oracle table

Flat file

94

Step Two: Different Database Connections

The two database connections are different Flat file requires separate location information

95

Target Type Override (Conversion)

Example: Mapping has SQL Server target definitions. Session Task can be set to load Oracle tables instead, using an Oracle database connection.

Only the following overrides are supported: Relational target to flat file target Relational target to any other relational database type SAP BW target to a flat file target

CAUTION: If target definition datatypes are not compatible with datatypes in newly selected database type, modify the target definition

96

Lab 16 Heterogeneous Targets

97

Mapplets

Mapplets
By the end of this section you will be familiar with: Mapplet Designer Mapplet advantages Mapplet types Mapplet rules Active and Passive Mapplets Mapplet Parameters and Variables

99

Mapplet Designer

Mapplet Designer Tool

Mapplet Input and Output Transformation Icons

Mapplet Output Transformation

00

Mapplet Advantages
Useful for repetitive tasks / logic Represents a set of transformations Mapplets are reusable Use an instance of a Mapplet in a Mapping Changes to a Mapplet are inherited by all instances Server expands the Mapplet at runtime

01

A Mapplet Used in a Mapping

02

The Detail Inside the Mapplet

03

Unsupported Transformations
Use any transformation in a Mapplet except: XML Source definitions COBOL Source definitions Normalizer Pre- and Post-Session stored procedures Target definitions Other Mapplets

04

Mapplet Source Options

Internal Sources
One or more Source definitions / Source Qualifiers within the Mapplet

External Sources
Mapplet contains a Mapplet Input transformation Receives data from the Mapping it is used in

Mixed Sources
Mapplet contains one or more of either of a Mapplet Input transformation AND one or more Source Qualifiers Receives data from the Mapping it is used in, AND from the Mapplet

05

Mapplet Input Transformation

Use for data sources outside a Mapplet

Passive Transformation Connected Ports Output ports only Usage Only those ports connected from an Input transformation to another transformation will display in the resulting Mapplet Connecting the same port to more than one transformation is disallowed Pass to an Expression transformation first

Transformation

Transformation

06

Data Source Outside a Mapplet

Source data is defined OUTSIDE the Mapplet logic
Mapplet Input Transformation

Resulting Mapplet HAS input ports When used in a Mapping, the Mapplet may occur at any point in mid-flow

Mapplet

07

Data Source Inside a Mapplet

Source data is defined WITHIN the Mapplet logic No Input transformation is required (or allowed) Use a Source Qualifier instead Resulting Mapplet has no input ports When used in a Mapping, the Mapplet is the first object in the data flow
Source Qualifier

Mapplet

08

Mapplet Output Transformation

Use to contain the results of a Mapplet pipeline. Multiple Output transformations are allowed. Passive Transformation Connected Ports Input ports only

Usage Only those ports connected to an Output transformation (from another transformation) will display in the resulting Mapplet One (or more) Mapplet Output transformations are required in every Mapplet

09

Mapplet with Multiple Output Groups

Can output to multiple instances of the same target table

10

Unmapped Mapplet Output Groups

Warning: An unlinked Mapplet Output Group may invalidate the mapping

11

Active and Passive Mapplets

Passive Mapplets contain only passive transformations Active Mapplets contain one or more active transformations

CAUTION: Changing a passive Mapplet into an active Mapplet may invalidate Mappings which use that Mapplet so do an impact analysis in Repository Manager first

12

Using Active and Passive Mapplets

Passive

Multiple Passive Mapplets can populate the same target instance

Active

Multiple Active Mapplets or Active and Passive Mapplets cannot populate the same target instance

13

Mapplet Parameters and Variables

Same idea as mapping parameters and variables Defined under the Mapplets | Parameters and Variables menu option A parameter or variable defined in a mapplet is not visible in any parent mapping A parameter or variable defined in a mapping is not visible in any child mapplet

14

Lab 17 Mapplets

15

Reusable Transformations

Reusable Transformations
By the end of this section you will be familiar with: Transformation Developer Reusable transformation rules Promoting transformations to reusable Copying reusable transformations

17

Transformation Developer
Make a transformation reusable from the outset, or test it in a mapping first

Reusable transformations

18

Reusable Transformations
Define once, reuse many times Reusable Transformations
Can be a copy or a shortcut Edit Ports only in Transformation Developer Can edit Properties in the mapping Instances dynamically inherit changes Caution: changing reusable transformations can invalidate mappings

Transformations that cannot be made reusable

Source Qualifier ERP Source Qualifier Normalizer (used to read a COBOL data source)

19

Promoting a Transformation to Reusable

Check the Make reusable box (irreversible)

20

Copying Reusable Transformations

This copy action must be done within the same folder
1. Hold down Ctrl key and drag a Reusable transformation from the Navigator window into a mapping (Mapping Designer tool) 2. A message appears in the status bar:

3. Drop the transformation into the mapping 4. Save the changes to the Repository

21

Lab 18 Reusable Transformations

22

Session-Level Error Logging

Error Logging Objectives

By the end of this section, you will be familiar with: Setting error logging options How data rejects and transformation errors are handled with logging on and off How to log errors to a flat file or relational table When and how to use source row logging

24

Error Types
Transformation error
Data row has only passed partway through the mapping

transformation logic An error occurs within a transformation

Data reject
Data row is fully transformed according to the mapping

logic Due to a data issue, it cannot be written to the target A data reject can be forced by an Update Strategy

25

Error Logging Off/On

Error Type Transformation errors Logging OFF (Default) Written to session log then discarded Logging ON Appended to flat file or relational tables. Only fatal errors written to session log.

Data rejects

Appended to reject file Not written to reject file (one .bad file per target)

26

Setting Error Log Options

In Session task

Error Log Type

Log Row Data Log Source Row Data

27

Error Logging Off Specifying Reject Files

In Session task

1 file per target

28

Error Logging Off Transformation Errors

Details and data are written to session log Data row is discarded If data flows concatenated, corresponding rows in parallel flow are also discarded Transformation Error

X X

29

Error Logging Off Data Rejects

Conditions causing data to be rejected include: Target database constraint violations, out-of-space errors, log space errors, null values not accepted Data-driven records, containing value 3 or DD_REJECT (the reject has been forced by an Update Strategy) Target table properties reject truncated/overflowed rows
First column: 0=INSERT 0,D,1313,D,Regulator System,D,Air Regulators,D,250.00,D,150.00,D 1=UPDATE 1,D,1314,D,Second Stage Regulator,D,Air Regulators,D,365.00,D,265.00,D 2=DELETE 2,D,1390,D,First Stage Regulator,D,Air Regulators,D,170.00,D,70.00,D 3=REJECT 3,D,2341,D,Depth/Pressure Gauge,D,Small Instruments,D,105.00,D,5.00,D

Sample reject file

Indicator describes preceding column value D=Data, O=Overflow, N=Null or T=Truncated

30

Log Row Data

Logs: Session metadata Reader, transformation, writer and user-defined errors For errors on input, logs row data for I and I/O ports For errors on output, logs row data for I/O and O ports

31

Logging Errors to a Relational Database 1

Relational Database Log Settings

32

Logging Errors to a Relational Database 2

PMERR_SESS: Stores metadata about the session run such as workflow name, session name, repository name etc PMERR_MSG: Error messages for a row of data are logged in this table PMERR_TRANS: Metadata about the transformation such as transformation group name, source name, port names with datatypes are logged in this table PMERR_DATA: The row data of the error row as well as the source row data is logged here. The row data is in a string format such as [indicator1: data1 | indicator2: data2]

33

Error Logging to a Flat File 1

Creates delimited Flat File with || as column delimiter

Flat File Log Settings (Defaults shown)

34

Logging Errors to a Flat File 2

Format: Session metadata followed by de-normalized error information Sample session metadata
********************************************************************** Repository GID: 510e6f02-8733-11d7-9db7-00e01823c14d Repository: RowErrorLogging Folder: ErrorLogging Workflow: w_unitTests Session: s_customers Mapping: m_customers Workflow Run ID: 6079 Worklet Run ID: 0 Session Instance ID: 806 Session Start Time: 10/19/2003 11:24:16 Session Start Time (UTC): 1066587856 **********************************************************************

Row data format

Transformation || Transformation Mapplet Name || Transformation Group || Partition Index || Transformation Row ID || Error Sequence || Error Timestamp || Error UTC Time || Error Code || Error Message || Error Type || Transformation Data || Source Mapplet Name || Source Name || Source Row ID || Source Row Type || Source Data

35

Log Source Row Data 1

Separate checkbox in session task Logs the source row associated with the error row Logs metadata about source, e.g. Source Qualifier, source row id, and source row type

36

Log Source Row Data 2

Source row logging is not available downstream of an Aggregator, Joiner, Sorter (where output rows are not uniquely correlated with input rows)
Source row logging available Source row logging not available

37

Workflow Configuration

Workflow Configuration Objectives

By the end of this section, you will be able to create: Workflow Server Connections Reusable Schedules Reusable Session Configurations

39

Workflow Configuration
Workflow Server Connections Reusable Workflow Schedules Reusable Session Configurations

40

Workflow Server Connections

41

Workflow Server Connections

Configure Server data access connections in the Workflow Manager Used in Session Tasks

(Native Databases) (MQ Series) (Custom)

(File Transfer Protocol file)

(External Database Loader

42

Relational Connections (Native )

Create a relational [database] connection
Instructions to the Server to locate relational tables Used in Session Tasks

43

Relational Connection Properties

Define native relational database connection
User Name/Password Database connectivity information Rollback Segment assignment (optional) Optional Environment SQL (executed with each use of database connection)

44

FTP Connection
Create an FTP connection Instructions to the Server to ftp flat files Used in Session Tasks

45

External Loader Connection

Create an External Loader connection Instructs the Server to invoke an external database loader Used in Session Tasks

46

Reusable Workflow Schedules

47

Reusable Workflow Schedules

Set up reusable schedules to associate with multiple Workflows Defined at folder level Must have the Workflow Designer tool open

48

Reusable Workflow Schedules

49

Reusable Session Configurations

50

Session Configuration
Define properties to be reusable across different sessions Defined at folder level Must have one of these tools open in order to access

51

Session Configuration (contd)

Available from menu or Task toolbar

52

Session Configuration (contd)

53

Session Task Config Object

Within Session task properties, choose desired configuration

54

Session Task Config Object Attributes

Attributes may be overridden within the Session task

55

Reusable Tasks

Reusable Tasks
Three types of reusable Tasks
Session Set of instructions to execute a specific Mapping Command Specific shell commands to run during any Workflow Email Sends email during the Workflow

57

Reusable Tasks
Use the Task Developer to create reusable tasks These tasks will then appear in the Navigator and can be dragged and dropped into any workflow

58

Reusable Tasks in a Workflow

In a workflow, a reusable task is represented with the symbol

Reusable

Non-reusable

59

Command Task
Specify one or more Unix shell or DOS commands to run during the Workflow
Runs in the Informatica Server (UNIX or Windows)

environment

Shell command status (successful completion or failure) is held in the pre-defined variable $command_task_name.STATUS Each Command Task shell command can execute before the Session begins or after the Informatica Server executes a Session

60

Command Task
Specify one (or more) Unix shell or DOS (NT, Win2000) commands to run at a specific point in the workflow Becomes a component of a workflow (or worklet) If created in the Task Developer, the Command task is reusable If created in the Workflow Designer, the Command task is not reusable Commands can also be invoked under the Components tab of a Session task to run pre- or post-session

61

Command Task (contd)

62

Command Task (contd)

Add Cmd

Remove Cm

63

Email Task
Configure to have the Informatica Server to send email at any point in the Workflow Becomes a component in a Workflow (or Worklet) If configured in the Task Developer, the Email Task is reusable (optional) Emails can also be invoked under the Components tab of a Session task to run pre- or post-session

64

Email Task (contd)

65

Lab 19 Sequential Workflow and Error Logging

66

Lab 20 Command Task

67

Non-Reusable Tasks

Non-Reusable Tasks
Six additional Tasks are available in the Workflow Designer
Decision Assignment Timer Control Event Wait Event Raise

69

Decision Task
Specifies a condition to be evaluated in the Workflow Use the Decision Task in branches of a Workflow Use link conditions downstream to control execution flow by testing the Decision result

70

Assignment Task
Assigns a value to a Workflow Variable Variables are defined in the Workflow object

General Tab Expressions Tab

71

Timer Task
Waits for a specified period of time to execute the next Task
General Tab Timer Tab

Absolute Time Datetime Variable Relative Time

72

Control Task
Stop or ABORT the Workflow
Properties Tab General Tab

73

Event Wait Task

Waits for a user-defined or a pre-defined event to occur Once the event occurs, the Informatica Server completes the rest of the Workflow Used with the Event Raise Task Events can be a file watch (indicator file) or userdefined User-defined events are defined in the Workflow itself

74

Event Wait Task (contd)

General Tab Properties Tab

Used with the Event Raised Task

75

Event Wait Task (contd)

Events Tab

User-defined event configured in the Workflow object

76

Event Raise Task

Represents the location of a user-defined event The Event Raise Task triggers the user-defined event when the Informatica Server executes the Event Raise Task

General Tab

Properties Tab

Used with the Event Wait Task

77

Worklets

Worklets
An object representing a set or grouping of Tasks Can contain any Task available in the Workflow Manager Worklets expand and execute inside a Workflow A Workflow which contains a Worklet is called the parent Workflow Worklets CAN be nested Reusable Worklets create in the Worklet Designer Non-reusable Worklets create in the Workflow Designer

79

Re-usable Worklet
In the Worklet Designer, select Worklets | Create

Worklets Node Tasks in a Worklet

80

Using a Reusable Worklet in a Workflow

Worklet used in a Workflow

81

Non-Reusable Worklet
1. Create worklet task in Workflow Designer

2.

Right-click on new worklet and select Open Worklet Workspace switches to Worklet Designer

3.

NOTE: Worklet shows only under Workflows node

82

Lab 21 Reusable Worklet and Decision Task

83

Lab 22 Event Wait with Pre-Defined Event

84

Lab 23 User-Defined Event, Event Raise, and Event Wait

85

86