Informatica_PC_8_DesignerGuide

8/6/2019 Informatica_PC_8_DesignerGuide

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Informatica PowerCenter Designer GuideVersion 8.1.1September 2006

Copyright (c) 19982006 Informatica Corporation.All rights reserved. Printed in the USA.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containingrestrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may bereproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation.

Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software li cense agreement and asprovided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR52.227-14 (ALT III), as applicable.The information in this document is subject to change wi thout notice. If you find any problems in the documentation, please report them to us in writing.Informatica Corporation does not warrant that this documentation is error free. Informatica, PowerMart, PowerCenter, PowerChannel, PowerCenter Connect,MX, SuperGlue, and Metadata Manager are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughoutthe world. All other company and product names may be trade names or trademarks of their respective owners.

Portions of this software are copyrighted by DataDirect Technologies, 1999-2002.

Informatica PowerCenter products contain ACE (TM) software copyrighted by Douglas C. Schmidt and his research group at Washington University andUniversity of California, Irvine, Copyright (c) 1993-2002, all rights reserved.

Portions of this software contain copyrighted material from The JBoss Group, LLC. Your right to use such materials is set forth in the GNU Lesser GeneralPublic License Agreement, which may be found at http://www.opensource.org/licenses/lgpl-license.php. The JBoss materials are provided free of charge byInformatica, as-is, without warranty of any k ind, either express or implied, including but not limited to the implied warranties of merchantability and fitnessfor a particular purpose.

Portions of this software contain copyrighted material from Meta Integration Technology, Inc. Meta Integration is a registered trademark of Meta Integration

Technology, Inc.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/). The Apache Software is Copyright (c) 1999-2005 TheApache Software Foundation. All rights reserved.

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit and redistribution of this software is subject to terms availableat http://www.openssl.org. Copyright 1998-2003 The OpenSSL Project. All Rights Reserved.

The zlib library included with th is software is Copyright (c) 1995-2003 Jean-loup Gailly and Mark Adler.

The Curl license provided with this Software is Copyright 1996-2004, Daniel Stenberg, . All Rights Reserved.

The PCRE library included with thi s software is Copyright (c) 1997-2001 University of Cambridge Regular expression support is provided by the PCRE librarypackage, which is open source software, written by Philip Hazel. The source for this library may be found at ftp://ftp.csx.cam.ac.uk/pub/software/programming/pcre.

InstallAnywhere is Copyright 2005 Zero G Software, Inc. All Rights Reserved.

Portions of the Software are Copyright (c) 1998-2005 The OpenLDAP Foundation. All rights reserved. Redistribution and use in source and binary forms, withor without modification, are permitted only as authorized by the OpenLDAP Public License, available at http://www.openldap.org/software/release/license.html.

This Software is protected by U.S. Patent Numbers 6,208,990; 6,044,374; 6 ,014,670; 6,032,158; 5,794,246; 6,339,775 and other U.S. Patents Pending.

DISCLAIMER: Informatica Corporation provides this documentation as is without warranty of any kind, either express or implied,including, but not limited to, the implied warranties of non-infringement, merchantability, or use for a particular purpose. The information provided in thisdocumentation may include technical inaccuracies or typographical errors. Informatica could make improvements and/or changes in the products described inthis documentation at any time without notice.


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ii i

Table of Contents

List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Other Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

Visiting Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . xxv

Visiting the Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

Visiting the Informatica Developer Network . . . . . . . . . . . . . . . . . . . . xxv

Visiting the Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . xxv

Obtaining Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

Chapter 1: Using the Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Designer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Designer Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Customizing Designer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Configuring General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Configuring Tables Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Configuring Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Configuring Debug Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configuring Miscellaneous Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Using Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Displaying a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Creating a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Customizinga Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Adding Custom Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Navigating the Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Search Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Iconizing and Restoring Workspace Objects . . . . . . . . . . . . . . . . . . . . . . 21

Arranging Workspace Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Zooming the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23


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Viewing the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Designer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Adding a Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Printing the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Viewing the Last Saved Date/Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Opening and Closing a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Creating Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Checking Out and In Versioned Objects . . . . . . . . . . . . . . . . . . . . . . . . 26

Searching for Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Entering Descriptions for Repository Objects. . . . . . . . . . . . . . . . . . . . . 27

Viewing and Comparing Versioned Repository Objects . . . . . . . . . . . . . . 28Reverting to a Previous Object Version . . . . . . . . . . . . . . . . . . . . . . . . . 29

Copying Designer Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Exporting and Importing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Working with Multiple Ports or Columns . . . . . . . . . . . . . . . . . . . . . . . 32

Renaming Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Using Shortcut Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Working with Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Creating Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Editing MetadataExtensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Deleting Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Using Business Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Adding Business Names to Sources or Targets. . . . . . . . . . . . . . . . . . . . . 39

Displaying Business Names in the Navigator . . . . . . . . . . . . . . . . . . . . . 39

Displaying Business Names as Column Names . . . . . . . . . . . . . . . . . . . .40

Using Business Names as Port Names in Source Qualifiers . . . . . . . . . . .40

Using Business Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

Specifying the Documentation Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Creating Links to Documentation Files . . . . . . . . . . . . . . . . . . . . . . . . . 42

Viewing Business Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Chapter 2: Working with Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Updating Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Creating Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Working with Relational Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50


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Importing a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . 50

Updating a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . . 53

Working with COBOL Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Importing COBOL Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Working with COBOL Copybooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Steps to Import a COBOL Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Components in a COBOL Source File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

FD Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

OCCURS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

REDEFINES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Configuring COBOL Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Configuring the Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Configuring Advanced Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Configuring the Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Importing a Microsoft Excel Source Definition . . . . . . . . . . . . . . . . . . . . . . 67

Defining Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Formatting Columns of Numeric Data . . . . . . . . . . . . . . . . . . . . . . . . . 68

Steps to Import a Microsoft Excel Source Definition . . . . . . . . . . . . . . . 68

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Chapter 3: Working with Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Creating Sessions with Flat File Sources and Targets . . . . . . . . . . . . . . . . 74

Importing Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Selecting Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Changing Display Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Importing Fixed-Width Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Importing Delimited Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Editing Flat File Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Editing Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Editing Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Updating Fixed-Width File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Updating Delimited File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Formatting Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Formatting Numeric Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99


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Formatting Datetime Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Defining Default Datetime and Numeric Formats . . . . . . . . . . . . . . . . 106

Working with Shift-Sensitive Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Importing Flat Files with Shift Keys . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Importing Flat Files without Shift Keys . . . . . . . . . . . . . . . . . . . . . . . . 108

Working with Multibyte Data in Fixed-Width Targets. . . . . . . . . . . . . . . . . 110

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Chapter 4: Working with Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Creating Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Maintaining Targets and Target Definitions . . . . . . . . . . . . . . . . . . . . . 114

Target Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Importing a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Importing a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . 117

Creating a Target Definition from a Source Definition . . . . . . . . . . . . . . . . 119Creating a Target Definition from a Relational Source . . . . . . . . . . . . . 119

Creating a Target Definition from a Flat File Source . . . . . . . . . . . . . . . 119

Creating a Normalized Target from a COBOL Source . . . . . . . . . . . . . . 119

Steps to Create a Target Definition from a Source Definition . . . . . . . . 121

Creating a Target Definition from a Transformation . . . . . . . . . . . . . . . . . . 122

Creating a Target from a Transformation with One Output Group . . . . 122

Creating a Target from a Transformation with Multiple Output Groups. 123

Creating a Target from a Normalizer Transformation . . . . . . . . . . . . . . 124

Creating a Target from a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Transformation and Target Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . 125

Steps to Create a Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Manually Creating a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Maintaining Relational Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . 129

Reimporting a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . 130

Creating a Primary Key-Foreign Key Relationship . . . . . . . . . . . . . . . . 131

Editing Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Editing Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Defining Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Creating a Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137SQL DDL Commands in the Designer . . . . . . . . . . . . . . . . . . . . . . . . 138


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Dropping and Recreating Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Recreating Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139


Chapter 5: Working with User-Defined Functions . . . . . . . . . . . . . . 143

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Creating User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Configuring a User-Defined Function Name . . . . . . . . . . . . . . . . . . . . 146

Configuring the Function Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Configuring Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Configuring Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Configuring Public Functions that Contain Private Functions . . . . . . . . 148

Steps to Create User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . 148

ManagingUser-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Editing User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Deleting User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Exporting User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Validating User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Copying and Deploying User-Defined Functions . . . . . . . . . . . . . . . . . 151

Creating Expressions with User-Defined Functions. . . . . . . . . . . . . . . . . . . 152

Chapter 6: Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Object Dependency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Developing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Working with Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Creating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Opening a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Copying a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Copying Mapping Segments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Copying Mapping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Exporting and Importing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Editing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Debugging a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Deleting a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Viewing Link Paths to a Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162


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Viewing Source Column Dependencies . . . . . . . . . . . . . . . . . . . . . . . . 162

Connecting Mapping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Options for Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Rules and Guidelines for Connecting Mapping Objects . . . . . . . . . . . . 166

Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Manually Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Linking Ports by Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Linking Ports by Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Propagating Port Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Understanding Dependency Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Propagating Dependencies in a Link Path . . . . . . . . . . . . . . . . . . . . . . 173Propagating Implicit Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Propagated Attributes by Transformation . . . . . . . . . . . . . . . . . . . . . . . 175

Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Steps to Propagate Port Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Working with Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Working with Transformations in a Mapping . . . . . . . . . . . . . . . . . . . . . . . 182

Working with Mapplets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Working with Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Configuring Relational Targets in a Mapping . . . . . . . . . . . . . . . . . . . . 184

Configuring Flat File Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . 184

Configuring XML Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . 185

Setting the Target Load Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Creating Target Files by Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Configuring the Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Configuring the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Running the Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Working with Relational Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . 190Rejecting Truncated and Overflow Data . . . . . . . . . . . . . . . . . . . . . . . . 190

Target Update Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Table Name Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Adding Pre- and Post-Session SQL Commands . . . . . . . . . . . . . . . . . . . 195

Validating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Connection Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Expression Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Object Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198


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Data Flow Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Steps to Validate a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200


Chapter 7: Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Understanding Mapplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . 207

Mapplet Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Mapplet Output. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Viewing Mapplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Using the Mapplet Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Creating a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Validating Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Editing Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Mapplets and Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Using Mapplets in Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Creating and Configuring Mapplet Ports . . . . . . . . . . . . . . . . . . . . . . 214Connecting to Mapplet Input Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Connecting to Mapplet Output Groups . . . . . . . . . . . . . . . . . . . . . . . . 215

Viewing the Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Setting the Target Load Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Pipeline Partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Chapter 8: Mapping Parameters and Variables. . . . . . . . . . . . . . . . . 219

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Mapping Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Using Mapping Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . 221

Initial and Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Using String Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . . . 223

Using Datetime Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . 223

Code Page Relaxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Mapping Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Step 1. Create a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Step 2. Use a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227


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Step 3. Define a Parameter Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Variable Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Variable Datatype and Aggregation Type . . . . . . . . . . . . . . . . . . . . . . . 231

Variable Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Mapping Variables in Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Using Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237


Chapter 9: Using the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Debugger Session Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Debug Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Security Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Creating Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Selecting the Instance Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244Creating Error Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Creating Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Entering the Data Breakpoint Condition . . . . . . . . . . . . . . . . . . . . . . 246

Steps to Enter Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Editing a Breakpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Configuring the Debugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Step 1. Debugger Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Step 2. Select Integration Service and Session Type . . . . . . . . . . . . . . . . 253

Step 3. Select Session Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Step 4. Set Session Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Step 5. Set Target Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Running the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Initializing State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Running State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .261

Paused State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Debugger Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Working wi th Persisted Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Designer Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Monitoring the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265Monitoring Debug Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265


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Comparing Target Load Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314

Comparing Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Comparing Instances in Mappings and Mapplets . . . . . . . . . . . . . . . . . . . . 316

Comparing Instances Within Mappingsor Mapplets . . . . . . . . . . . . . . . 318

Comparing Instances Across Mappings or Mapplets . . . . . . . . . . . . . . . 319

Comparing Links in Mappings and Mapplets . . . . . . . . . . . . . . . . . . . . . . . 320

Comparing Incoming Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

ComparingOutgoing Links. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Chapter 13: Managing Business Components . . . . . . . . . . . . . . . . . 325

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Business Components as Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Business Component Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Creating Links to Business Component Documentation . . . . . . . . . . . . 328

Creating a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . .329

Editing a Business Component Directory . . . . . . . . . . . . . . . . . . . . . . . . . . 331Deleting a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . .332

Copying a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 333

Chapter 14: Creating Cubes and Dimensions . . . . . . . . . . . . . . . . . . 335

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Understanding Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . . 336Key Elements of Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . 337

Creating a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Step 1. Create a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Step 2. Add Levels to the Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Step 3. Add Hierarchies to the Dimension . . . . . . . . . . . . . . . . . . . . . . 341

Step 4. Add Levels to the Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Creating a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

Editing a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

Editing a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Deleting a Cube or Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Opening and Closing a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Viewing Metadata for Cubes and Dimensions. . . . . . . . . . . . . . . . . . . . . . . 351

Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352


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Chapter 15: Using the Mapping Wizards. . . . . . . . . . . . . . . . . . . . . . 353

Maintaining Star Schemas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Understanding the Mapping Wizards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Using the Getting Started Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Using the Slowly Changing Dimensions Wizard . . . . . . . . . . . . . . . . . . 357

Choosing Sources for the Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Creating a Simple Pass Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . 359

Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Steps to Create a Simple Pass Through Mapping . . . . . . . . . . . . . . . . . 360

Customizing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Configuring a Simple Pass Through Session . . . . . . . . . . . . . . . . . . . . . 361

Creating a Slowly Growing Target Mapping . . . . . . . . . . . . . . . . . . . . . . . . 363

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363


Steps to Create a Slowly Growing Target Mapping . . . . . . . . . . . . . . . . 364

Configuring a Slowly Growing Target Session . . . . . . . . . . . . . . . . . . . 367

Creating a Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 368Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368


Steps to Create a Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . 371

Configuring a Type 1 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . 374

Creating a Type 2 Dimension/Version Data Mapping . . . . . . . . . . . . . . . . . 375

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Numbering Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376


Steps to Create a Type 2 Dimension/Version Data Mapping . . . . . . . . . 379

Customizing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Configuring a Type 2 Dimension/Version Data Session . . . . . . . . . . . . 383

Creating a Type 2 Dimension/Flag Current Mapping . . . . . . . . . . . . . . . . . 384

Flagging the Current Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385


Steps to Create a Type 2 Dimension/Flag Current Mapping . . . . . . . . . 389

Configuring a Type 2 Dimension/Flag Current Session. . . . . . . . . . . . . 391

Creating a Type 2 Dimension/Effective Date Range Mapping . . . . . . . . . . . 392

Maintaining the Effective Date Range . . . . . . . . . . . . . . . . . . . . . . . . . 392Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393


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Steps to Create a Type 2 Dimension/Effective Date Range Mapping . . . 397

Configuring a Type 2 Dimension/Effective Date Range Session . . . . . . . 399

Creating a Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 400

Saving Previous Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .401

Marking the Effective Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401


Steps to Create a Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . 405

Configuring a Type 3 Dimension Session . . . . . . . . . . . . . . . . . . . . . . . 407

Creating Targets in the Target Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 408Scheduling Sessions and Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Appendix A: Datatype Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

Numeric Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413Decimal Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415

Date/Time Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416

String Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416

Binary Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417

IBM DB2 and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . 418

Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418

Informix and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 419

Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420


Microsoft SQL Server and Transformation Datatypes . . . . . . . . . . . . . . . . . 421

Date/Time Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422



Oracle and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423


Sybase and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425



Teradata and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 427Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427


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ODBC and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429

COBOL and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 430

Flat File and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

XML and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432

Converting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

Port-to-Port Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

Converting Strings to Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

Converting Strings to Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435


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List of Figures xvii

List of Figures

Figure 1-1. Designe r Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Figure 1-2. Overvie w Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Figure 1-3. Customize Dialog Box Too ls Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Figure 1-4. Full Scree n View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Figure 1-5. Query Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Figure 1-6. Multiple V ersions of an Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Figure 1-7. Display Business Names in the Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Figure 1-8. Using Root Variable as Part of the Documentation Link . . . . . . . . . . . . . . . . . . . 43

Figure 2-1. Configuring the IBM COMP Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Figure 2-2. Sample COBOL Source Definition with OCCURS . . . . . . . . . . . . . . . . . . . . . . . 64

Figure 2-3. COBOL Source Defin ition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Figure 3-1. Flat File Target Definition Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Figure 3-2. Targe t Definition Column Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Figure 3-3. Fixed-Wi dth File Properties D ialog Box for Sources . . . . . . . . . . . . . . . . . . . . . . . 90

Figure 3-4. Fixed-Width File Pr operties Dialog Box for Targets . . . . . . . . . . . . . . . . . . . . . . . 90

Figure 3-5. Delimite d File Properties Dialog Box for Sources . . . . . . . . . . . . . . . . . . . . . . . . . 94

Figure 3-6. Delimite d File Properties Dialog Box for Targets . . . . . . . . . . . . . . . . . . . . . . . . . 94Figure 3-7. Column Format Settings Dialog Box for Number Columns . . . . . . . . . . . . . . . . . 99

Figure 3-8. Numeric Formatting Options Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Figure 3-9. Format Options for Numeri c Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . . 102

Figure 3-10. Column Format Settings Dialog Box for Datetime Columns . . . . . . . . . . . . . . . 103

Figure 3-11. Da tetime Formattin g Options Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Figure 3-12. Format Optio ns for Datetime Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . 105

Figure 3-13. Default Datetime and Numeric Formats in a Flat File Target Instance . . . . . . . 106

Figure 4-1. Sample COBOL Source Definition with OCCURS . . . . . . . . . . . . . . . . . . . . . . 120

Figure 4-2. Target Definitions Crea ted from a COBOL Source . . . . . . . . . . . . . . . . . . . . . . 120

Figure 4-3. Target Definition Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Figure 4-4. Targe t Definition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Figure 4-5. Target Definition Index Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Figure 5-1. Sample User-Defined Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Figure 5-2. Sample Expression with a User-Defined Function . . . . . . . . . . . . . . . . . . . . . . . 145

Figure 5-3. Edit User-Defined Function Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Figure 5-4. User-Defined Function Browser Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Figure 5-5. User-Defined Functions Tab of the Expression Editor . . . . . . . . . . . . . . . . . . . . 152

Figure 6-1. Sample Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Figure 6-2. Mapping Obj ect Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Figure 6-3. Field Dependen cies Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Figure 6-4. Example of Input, Output, and Input/Output Ports . . . . . . . . . . . . . . . . . . . . . 164

Figure 6-5. Link One Port to Multiple Transforma tions . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Figure 6-6. Link Multip le Transformations to One Target . . . . . . . . . . . . . . . . . . . . . . . . . . 165


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List of Figures xix

Figure 9-26. Debug T ab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Figure 11-1. Example of Data Lineage for a Source Qualifier . . . . . . . . . . . . . . . . . . . . . . . . 295

Figure 12-1. Resu lt of Comparing Two Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Figure 12-2. Resu lt of Comparing Two Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Figure 12-3. Result of Comparing Two Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

Figure 12-4. Result of Comparing Two Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Figure 12-5. Result of Comparing Two Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Figure 12-6. Compar e Mappings Summary Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Figure 12-7. Mappings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Figure 12-8. Compare Mappings Instances Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Figure 12-9. Compare Mappings Variable s Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Figure 12-10. Compare Mappings Target Load Order Tab . . . . . . . . . . . . . . . . . . . . . . . . . 314

Figure 12-11. Compare Mappings Metadata Extensions Tab . . . . . . . . . . . . . . . . . . . . . . . . 315Figure 12-12. Result of Comparing Two Different Transformation Instances . . . . . . . . . . . . 316

Figure 12-13. Compare Mappings Instances Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Figure 12-14. Incoming and Outgoing Links for an Aggregator Transformation . . . . . . . . . . 320

Figure 12-15. Compare Mappings Instances Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Figure 12-16. Incoming Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Figure 12-17. Outgoing Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Figure 13-1. Busines s Component Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327Figure 15-1. Sample Star Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Figure 15-2. Simple Pass Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Figure 15-3. Slowly Growing Target Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

Figure 15-4. Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Figure 15-5. Type 2 Dimension/Version Data Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

Figure 15-6. Type 2 Dimension/F lag Current Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Figure 15-7. Type 2 Dimension/Effective Date Range Map ping . . . . . . . . . . . . . . . . . . . . . . 394

Figure 15-8. Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

Figure 15-9. Workflow for Loading Dimension and Fact Tables . . . . . . . . . . . . . . . . . . . . . . 409


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List of Tables

Table 1-1. Des igner Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Table 1-2. Metadata Extension Attribute s in the Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Table 1-3. Creating Documenta tion Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Table 2-1. Special Cha racter Behavior in Relational Sourc es . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Table 2-2. Special Cha racter Behavior in Non-Relat ional Sources . . . . . . . . . . . . . . . . . . . . . . 48

Table 2-3. Ma pping Impact for Updated Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Table 2-4. COBOL File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Table 2-5. COBOL Source De finition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Table 3-1. Fix ed-Width File Propertie s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Table 3-2. Nu ll Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Table 3-3. Del imited File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Table 3-4. Precision and Field Width Definitions for Flat File Defini tions . . . . . . . . . . . . . . . 98

Table 4-1. Special Cha racter Behavior in Relational Ta rgets . . . . . . . . . . . . . . . . . . . . . . . . . 115

Table 4-2. Special Char acter Behavior in Non-Relatio nal Targets . . . . . . . . . . . . . . . . . . . . . 116

Table 4-3. Transformation and Database Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Table 4-4. Objec ts You Can Use to Create Targets in the Target Designe r. . . . . . . . . . . . . . . 126

Table 4-5. Mapping Imp act for Updated Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . 129Table 6-1. Propagated Attributes b y Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Table 6-2. Propagate Port Attribu tes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Table 8-1. Default Values for Mapping Parameters and Variables Based on Datatype . . . . . . . 222

Table 8-2. Options for Declaring Mapping Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Table 8-3. Va riable Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Table 8-4. Options for Creating Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Table 9-1. Da ta Breakpoint Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Table 9-2. Co ndition Parameters fo r Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Table 9-3. Deb ug Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Table 9-4. Deb ugger Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Table 9-5. Sample Debug Log Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Table 9-6. Workflow Monitor Display Names for Debug Sess ion Types . . . . . . . . . . . . . . . . 271

Table 12-1. Sources Dialog Box Tabs After Comparing Two Sources . . . . . . . . . . . . . . . . . . 303

Table 12-2. Targets Dialog Box Tabs After Comparing Two Targets . . . . . . . . . . . . . . . . . . . 305

Table 12-3. Transformations Dialog Box Tabs After Comparing Two Transformations . . . . . 306

Table 12-4. View Sources, Targets, or Mapplets Dialog Box Tabs After Comparing Instances . 317

Table 12-5. Transformations Dialog Box Tabs After Comparing Two Source Qualifiers . . . . . 317

Table 14-1. Key Elements o f Multi-Dimensional Met adata . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Table 15-1. Getting Started Mapping Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Table 15-2. Slowly Changing Dimen sions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Table 15-3. Function of Each Transformation in the Simple Pass Through Mapping . . . . . . . 360

Table 15-4. Function of Each Transformation in the Slowly Growing Target Mapping . . . . . 364Table 15-5. Function of Each Transformation in the Type 1 Dimension Mapping . . . . . . . . . 370


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xxii List of Tables

Table 15-6. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .370

Table 15-7. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .371

Table 15-8. Transformation Function s in the Type 2 Dimension/Version Da ta Mapping . . . . .378

Table 15-9. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .378

Table 15-10. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .379

Table 15-11. Transformation Functions in the Type 2 Dimension/Flag Current Mapping . . . .387

Table 15-12. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .388


Table 15-14. Data Flow to Update Ex isting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .389

Table 15-15. Type 2 Dimension/Effective Date Range Mapping . . . . . . . . . . . . . . . . . . . . . . .395



Table 15-18. Data Flow to Update Ex isting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .397Table 15-19. Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .403


Table 15-21. Data Flow for Existing Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .404

Table A-1. Trans formation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .413

Table A-2. Integration Service Process ing with High Precision On . . . . . . . . . . . . . . . . . . . . .415

Table A-3. Integration Serv ice Processing with High Precision Off . . . . . . . . . . . . . . . . . . . . .415

Table A-4. IBM DB2 and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .418Table A-5. Informix and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .419

Table A-6. Informix and Transformation Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . .420

Table A-7. Microsoft SQL Server and Tran sformation Datatypes . . . . . . . . . . . . . . . . . . . . . .421

Table A-8. Microsoft SQL Serve r and Transformation Datatype Synonyms . . . . . . . . . . . . . . .422

Table A-9. Oracle and Transformation Da tatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .423

Table A-10. Sybase and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .425

Table A-11 . Sybase and Transformation Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . .426

Table A-12 . Teradata and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .427

Table A-13. Teradata and Transformation Datatype Synonyms. . . . . . . . . . . . . . . . . . . . . . . .427

Table A-14. ODBC and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .429

Table A-15. COBOL and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .430

Table A-16 . Flat File and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .431

Table A-17 . Port-to-Port Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .433

Table A-18 . Converting Strings to Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .434


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xxiii

Preface

Welcome to PowerCenter, the Informatica software product that delivers an open, scalabledata integration solution addressing the complete life cycle for all data integration projects

including data warehouses, data migration, data synchronization, and information hubs.PowerCenter combines the latest technology enhancements for reliably managing datarepositories and delivering information resources in a timely, usable, and efficient manner.

The PowerCenter repository coordinates and drives a variety of core functions, includingextracting, transforming, loading, and managing data. The Integration Service can extractlarge volumes of data from multiple platforms, handle complex transformations on the data,and support high-speed loads. PowerCenter can simplify and accelerate the process ofbuilding a comprehensive data warehouse from disparate data sources.

Ab t Thi B k


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xxiv Preface

About This Book

The Designer Guideis written for developers and software engineers responsible forimplementing your data warehouse. The Designer Guideassumes that you have a solid

understanding of your operating systems, relational database concepts, and database engines,flat files, or mainframe system in your environment. This guide also assumes that you arefamiliar with the interface requirements for your supporting applications.

The material in this book is also available online.

Document Conventions

This guide uses the following formatting conventions:

If you see It means

italicized text The word or set of words are especially emphasized.

boldfaced text Emphasized subjects.

italicized monospaced text This is the variable name for a value you enter as part of an

operating system command. This is generic text that should be

replaced with user-supplied values.

Note: The following paragraph provides additional facts.

Tip: The following paragraph provides suggested uses.

Warning: The following paragraph notes situations where you can overwriteor corrupt data, unless you follow the specified procedure.

monospaced text This is a code example.

bold monospaced text This is an operating system command you enter from a prompt torun a task.

Oth I f ti R


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Preface xxv

Other Informatica Resources

In addition to the product manuals, Informatica provides these other resources:

Informatica Customer Portal

Informatica web site

Informatica Developer Network

Informatica Knowledge Base

Informatica Technical Support

Visiting Informatica Customer Portal

As an Informatica customer, you can access the Informatica Customer Portal site athttp://my.informatica.com. The site contains product information, user group information,newsletters, access to the Informatica customer support case management system (ATLAS),the Informatica Knowledge Base, Informatica Documentation Center, and access to theInformatica user community.

Visiting the Informatica Web Site

You can access the Informatica corporate web site at http://www.informatica.com. The sitecontains information about Informatica, its background, upcoming events, and sales offices.

You will also find product and partner information. The services area of the site includesimportant information about technical support, training and education, and implementationservices.

Visiting the Informatica Developer NetworkYou can access the Informatica Developer Network at http://devnet.informatica.com. TheInformatica Developer Network is a web-based forum for third-party software developers.The site contains information about how to create, market, and support customer-orientedadd-on solutions based on interoperability interfaces for Informatica products.

Visiting the Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base athttp://my.informatica.com. Use the Knowledge Base to search for documented solutions toknown technical issues about Informatica products. You can also find answers to frequentlyasked questions, technical white papers, and technical tips.

Obtaining Technical Support

There are many ways to access Informatica Technical Support. You can contact a TechnicalSupport Center by using the telephone numbers listed the following table, you can sendemail, or you can use the WebSupport Service.

Use the following email addresses to contact Informatica Technical Support:


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xxvi Preface

Use the following email addresses to contact Informatica Technical Support:

[email protected] for technical inquiries

[email protected] for general customer service requests

WebSupport requires a user name and password. You can request a user name and password at

http://my.informatica.com.

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1

Chapter 1

Using the Designer

This chapter includes the following topics:

Overview, 2

Customizing Designer Options, 5

Using Toolbars, 15

Adding Custom Tools, 17

Navigating the Workspace, 19

Designer Tasks, 25

Working with Metadata Extensions, 35

Using Business Names, 39

Using Business Documentation, 42

Overview


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2 Ch apter 1: Usi ng the Designer

Overview

The Designer has tools to help you build mappings and mapplets so you can specify how tomove and transform data between sources and targets. The Designer helps you create source

definitions, target definitions, and transformations to build the mappings.The Designer lets you work with multiple tools at one time and to work in multiple foldersand repositories at the same time. It also includes windows so you can view folders, repositoryobjects, and tasks.

You can configure general Designer settings, such as background color and font. You can alsoconfigure specific tool settings for each Designer tool.

Designer Tools

The Designer provides the following tools:

Source Analyzer. Use to import or create source definitions for flat file, XML, COBOL,Application, and relational sources.

Target Designer. Use to import or create target definitions.

Transformation Developer. Use to create reusable transformations.

Mapplet Designer. Use to create mapplets.

Mapping Designer. Use to create mappings.

Designer Windows

The Designer consists of the following windows:

Navigator. Use to connect to and work in multiple repositories and folders. You can alsocopy and delete objects and create shortcuts using the Navigator.

Workspace. Use to view or edit sources, targets, mapplets, transformations, and mappings.You work with a single tool at a time in the workspace, which has two formats: default andworkbook. You can view multiple versions of an object in the workspace.

Status bar. Displays the status of the operation you perform.

Output. Provides details when you perform certain tasks, such as saving work or validating

a mapping. Right-click the Output window to access window options, such as printingoutput text, saving text to file, and changing the font size.

Overview. An optional window to simplify viewing workbooks containing large mappingsor a large number of objects. Outlines the visible area in the workspace and highlightsselected objects in color. To open the Overview window, click View > Overview Window.

Instance Data. View transformation data while you run the Debugger to debug amapping. For more information, see Using the Debugger on page 239.

Target Data. View target data while you run the Debugger to debug a mapping. For moreinformation, see Using the Debugger on page 239.

You can view a li st of open windows and switch from one window to another in the Designer.


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Overview 3

p gTo view the list of open windows, click Window > Windows.

Figure 1-1 shows the Designer windows:

Figure 1-1. Designer Windows

Output

Navigator

Status Bar Workspace

Figure 1-2 shows the Overview window:


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Figure 1-2. Overview Window

Visible Area in Workspace

Selected Objects in Color

Overview Window

Customizing Designer Options


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Customizing Designer Options 5

Cus o g es g e Op o s

You can customize how the Designer displays general information, tables, and tools. TheDesigner lets you specify display options including the background color of the tools, the

organization of the navigator window, and the font used in different tools. You can alsospecify other options such as whether the Source Analyzer imports primary keys. Somechanges require you to restart the Designer to apply the changes. The Designer warns you ifyou need to restart the program.

You can customize the following options in the Designer:

General. You can customize general display options, XML import, file directories, and theorganization of the Navigator window. For more information, see Configuring General

Options on page 6. Tables. You can customize the columns, size, and behavior of table definitions. For more

information, see Configuring Tables Options on page 8.

Format. You can customize the color, font, and other format options of Designer tools. Formore information, see Configuring Format Options on page 10.

Debug. You can customize display and TCP/IP options of the Debugger. For moreinformation, see Configuring Debug Options on page 13.

Miscellaneous. You can customize the available functions for the Copy Wizard andcheckouts. For more information, see Configuring Miscellaneous Options on page 13.

Configuring General Options


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You can configure general options for the Navigator window, the Display window, anddirectories.

To customize general options:

1. Click Tools > Options.

2. Click the General tab.

3. You can configure the following general options:

General Option Description

Reload Tables/Mappingswhen Opening a Folder

Reloads the last view of a tool when you open it. For example, if you have a mappingopen when you disconnect from a repository, and you select this option, the next timeyou open the folder and the Mapping Designer, the same mapping displays.

Ask Whether to Reload

the Tables/Mappings

Appears only when you select Reload Tables/Mappings when Opening a Folder.

Select to have the Designer prompt you to reload objects each time you open a

folder.

Display Tool Names on

Views

Displays the name of the tool in the upper left corner of the workspace or workbook.

General Option Description


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Delay Overview Window

Pans

By default, when you drag the focus of the Overview window, the focus of the

workbook moves concurrently. When you select this option, the focus of theworkspace does not change until you release the mouse button.

Receive Notificationsfrom Repository Service You can receive notification messages in the Designer and view them in the Outputwindow. Notification messages include information about objects that another user

creates, modifies, or deletes. You receive notifications about mappings, mapplets,shortcuts, source definitions, target definitions, and transformations. The Repository

Service notifies you of the changes so you know objects you are working with may be

out of date. For the Designer to receive a notification, the folder containing the objectmust be open in the Navigator. For the Designer to receive notification of a

modification or deletion, the object must be open in the workspace. You also receive

user-created notifications posted by the Repository Service administrator. Default isenabled.

Save All MX Data Saves all MX data when you save mappings in the Designer. Select this option to use

MX views for third-party repository tools.

When you save MX data for mappings, PowerCenter creates a field expression for

each target field in the mappings. These expressions are different from the

transformation expressions you create in the Expression Editor.Default is disabled.

For more information about MX views, see Using Metadata Exchange (MX) Views

in the Repository Guide.Note: Saving MX data can impact repository performance. Use this option only when

you want to use MX views.

Save Only Source/Target

Dependencies

Saves only dependency-related MX data when you save mappings in the Designer.

Select this option if you do not need to view expressions of fields in MX views, but

you use the Repository Manager to view source/target dependencies. Default is

cleared.

Group Source byDatabase

Displays sources grouped by database in the Navigator. Otherwise, sources appearin alphabetical order by source name, with the database name in parentheses.

Display Sources UsingBusiness Names

Displays sources by business names in the Navigator. If you enable the option todisplay sources by business names, the Navigator displays the business names first,

and then the source type name and table name in parentheses.

Display Targets Using

Business Names

Displays targets by business names in the Navigator. If you enable the option to

display targets by business names, the Navigator displays the business names first,

then the target type name and table name in parentheses.

Workspace File The directory for workspace files created by the Designer. Workspace files maintainthe last source or target you opened, or the last mapping you saved. This directory

should be a local directory to prevent file corruption or overwrites by multiple users.By default, the Designer creates files in the installation directory.

HTML Documentation

Path or URLHTML or URL path to enter links to business documentation.


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Tables Option Tool Availability Description


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Some options on the Tables tab are disabled, depending on the tool that you select toedit. Click Reset All to revert to default setting for this tab.

5. Repeat steps 3 and 4 for each repository object type you want to customize.

Tools All tools Select the Designer tool you want to customize.

Import Primary

Keys

- Source Analyzer

- Target Designer

The Designer imports primary keys for relational source or target

definitions.

Import ForeignKeys

- Source Analyzer- Target Designer

The Designer imports foreign keys for relational source or targetdefinitions.

Create Source

Qualifier WhenOpening Sources

- Mapping Designer

- Mapplet Designer

The Designer creates a Source Qualifier or a Normalizer

transformation for each source you add to the mapping. Clear theoption to manually create all Source Qualifiers and Normalizers.

You might want to create a Source Qualifier manually when you

use the Source Qualifier to join relational tables.

Use Business

Names as ColumnNames for Source

Qualifier

- Mapping Designer

- Mapplet Designer

The Source Qualifier uses business names as column names.

General Default

Width

All tools Default width of all repository objects.

General Default

Height

All tools Default height of all repository objects.

Show Tooltips All tools Shows the column or repository object name when you move thepointer over a column or the title bar of an object. When selected,

this option also displays business names when you move thepointer over the icon on the title bar of an object. This option

applies to all repository objects.


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Element Tool Availability Description


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6. In the Caption Colors section, select an object type from the Tables menu to customizethe title bar text and background colors.

You can customize the following colors:

7. In the Fonts section, select a component of the Designer from the Categories menu toview or change its font.

The Current Font field shows the font of the currently selected Designer component.Click Change to change the display font and language script for the Designer componentselected in the Categories menu. You might want to do this if the PowerCenter Clientcode page is different from the source file code page.

Using Color Themes

Use color themes to quickly select the colors of the workspace elements in the Designer tools.When you apply a color theme, you update the colors of the workspace elements in all theDesigner tools collectively. You can choose from the following standard color themes:

Informatica Classic. This is the standard color scheme for workspace elements. Theworkspace background is gray, the workspace text is white, and the link colors are blue,

red, blue-gray, dark green, and black.

Link Selection - Source Analyzer

- Target Designer- Mapplet Designer

- Mapping Designer

Selected link between repository objects in the workspace.

Relationship Link - Source Analyzer

- Target Designer- Mapplet Designer

- Mapping Designer

Link showing primary-key/foreign-key relationship between

two tables.

Propagate Link - Mapplet Designer

- Mapping Designer

Link affected by port attribute propagation.

Data Flow Link - Mapplet Designer

- Mapping Designer

Link between ports of repository objects in a mapplet or

mapping in the workspace.

Metadata Flow Link - Mapplet Designer

- Mapping Designer

Link between an MQ Source Qualifier transformation and the

associated source.

Option Description

Foreground Color of the table caption text.

Background Background color of the table caption.

Background(2) Second background color of the table caption. You can combine two background colors

to create a color gradient in the title bar of the repository object. Choose the same color

for Background and Background(2) if you do not want a color gradient.

High Contrast Black. Bright link colors stand out against the black background. Theworkspace background is black, the workspace text is white, and the link colors are purple,


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12 Ch ap ter 1: Usi ng th e De sig ne r

red, light blue, bright green, and white.

Colored Backgrounds. Each Designer tool has a different pastel-colored workspacebackground. The workspace text is black, and the link colors are the same as in the

Informatica Classic color theme.Note:You can also select a color theme for the Workflow Manager tools. For moreinformation, see Using the Workflow Manager in the Workflow Administration Guide.

After you select a color theme for the Designer tools, you can modify the color of individualworkspace elements. For more information about changing the color of individual elements,see Configuring Format Options on page 10.

To select a color theme for the Designer tools:

1. In the Designer, click Tools > Options.

2. Click the Format tab.

3. In the Color Themes section of the Format tab, click Select Theme.

The Theme Selector dialog box appears.

4. Select a theme from the Theme menu.

5. Click the tabs in the Preview section to see how the workspace elements appear in each ofthe Designer tools.

6. Click OK to apply the color theme.

Note:After you select the workspace colors using a color theme, you can change the color ofindividual workspace elements. Changes that you make to individual elements do not appeari h P i i f h Th S l di l b


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in the Preview section of the Theme Selector dialog box.

Configuring Debug Options

You can configure Debugger d isplay and TCP/IP options on the Debug tab.

To customize Debug options:

1. Click Tools > Options.

2. Click the Debug tab.

3. You can configure the following options for the Debugger:

Configuring Miscellaneous Options

You can configure Copy Wizard and versioning options on the Miscel laneous tab.

Option Description

Data Display Select information to display in the Target Data and Instance Data windows.

TCP/IP Select a specific TCP/IP port or a range of ports for the Designer connection to the

Integration Service.


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Using Toolbars


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Using Toolba rs 15

Toolbars allow you to select tools and tasks quickly. You can configure the toolbars you wantto display or hide. You can also create a new toolbar and add or remove toolbar buttons.

You can configure the Designer to display the following toolbars:

Standard. Contains buttons to connect to and disconnect from repository and folders, andto toggle views and columns.

Repository. Contains buttons to connect to and disconnect from repositories and folders,export and import objects, save changes, and print the workspace.

View. Contains buttons to customize toolbars, toggle windows, toggle full-screen view,change workspace mode, and view properties.

Layout. Contains buttons to iconize, and arrange repository objects, copy, link, and movecolumns, and zoom in/out of the workspace.

Mappings/Mapplets. Contains buttons to create, edit, and parse mappings/mapplets, andconfigure target load order.

Transformations. Contains buttons to create transformations.

Advanced Transformations. Contains buttons to create advanced transformations.

Versioning. Contains buttons to check in objects, undo checkouts, find checkouts, viewhistory, undo labels, and manage queries.

Debugger. Contains buttons to start, stop, and continue the Debugger.

Tools. Contains buttons to connect to the other PowerCenter Client applications. Whenyou use a Tools button to open another PowerCenter Client application, PowerCenter usesthe same repository connection to connect to the repository and opens the same folders.

After a toolbar appears, it displays until you exit the Designer or hide the toolbar. You can

drag each toolbar to resize and reposition each toolbar.

If you do not see all buttons in the toolbar, you can customize the too lbar. For moreinformation, see Customizing a Toolbar on page 16.

Displaying a Toolbar

You can configure a toolbar to display at all times.

To display a toolbar:

1. Click Tools > Customize.

2. On the Toolbars tab, select the toolbars you want to display.

3. To show toolt ips as you hold the pointer over a toolbar button, select Show Tooltips.

4. Click OK.

Note:You can configure the toolbars to display in the Designer, Workflow Manager, and theWorkflow Monitor.


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Adding Custom Tools


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Adding Custom Tools 17

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