PC 851 DesignerGuide

8/22/2019 PC 851 DesignerGuide

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Designer Guide

Informatica PowerCenter(Version 8.5.1)


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Informatica PowerCenter Designer Guide

Version 8.5.1December 2007

Copyright (c) 19982007 Informatica Corporation. All rights reserved.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing

restrictions 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. ThisSoftware is protected by U.S. and/or international Patents and other Patents Pending.

Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license 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 product or documentation is subject to change without notice. If you find any problems in this product or documentation, please reportthem to us in writing.

Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica

Data Quality, Informatica Data Explorer, Informatica Complex Data Exchange and Informatica On Demand Data Replicator are trademarks or registeredtrademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All o ther company and product names may be tradenames or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by thi rd parties, including without limitation: Copyright DataDirect Technologies.All rights reserved. Copyright 2007 Adobe Systems Incorporated. All rights reserved. Copyright Sun Microsystems. All rights reserved. Copyright RSASecurity Inc. All Rights Reserved. Copyright Ordinal Technology Corp. All rights reserved. Copyright Platon Data Technology GmbH. All rights reserved.Copyright Melissa Data Corporation. All rights reserved. Copyright Aandacht c.v. All rights reserved. Copyright 1996-2007 ComponentSource. Allrights reserved. Copyright Genivia, Inc. All rights reserved. Copyright 2007 Isomorphic Software. All rights reserved. Copyright Meta Integration Technology,Inc. All rights reserved. Copyright MySQL AB. All rights reserved. Copyright Microsoft. All rights reserved. Copyright Oracle. All rights reserved.Copyright AKS-Labs. All rights reserved. Copyright Quovadx, Inc. All rights reserved. Copyright SAP. All rights reserved. Copyright 2003, 2007Instantiations, Inc. All rights reserved.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/), software copyright 2004-2005 Open Symphony (allrights reserved) and other software which is l icensed under the Apache License, Version 2.0 (the License). You may obtain a copy of the License at http://

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This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved;software copyright, Red Hat Middleware, LLC, all r ights reserved; software copyright 1999-2006 by Bruno Lowagie and Paulo Soares and other software

which is licensed under the GNU Lesser General Public License Agreement, which may be found at http://www.gnu.org/licenses/lgpl.html. The materials areprovided free of charge by Informatica, as-is, without warranty of any kind, either express or implied, including but not limited to the implied warranties ofmerchantability and fitness for a particular purpose.

The product includes ACE(TM) and TAO(TM) software copyr ighted by Douglas C. Schmidt and his research group at Washington University, University ofCalifornia, Irvine, and Vanderbilt University, Copyright (c) 1993-2006, all r ights reserved.

This product includes software copyright (c) 2003-2007, Terence Parr. All rights reserved. Your right to use such materials is set forth in the license which may befound at http://www.antlr.org/license.html. The materials are provided free of charge by Informatica, as-is, without warranty of any kind, either express orimplied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose.

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (copyright The OpenSSL Project. All Rights Reserved) andredistribution of this software is subject to terms available at http://www.openssl.org.

This product includes Curl software which i s Copyright 1996-2007, Daniel Stenberg, . All Rights Reserved. Permissions and limitationsregarding this software are subject to terms available at http://curl.haxx.se/docs/copyright.html. Permission to use, copy, modify, and distribute this software forany purpose with or without fee is hereby granted, provided that the above copyright notice and this permission notice appear in all cop ies.

The product includes software copyright 2001-2005 (C) MetaStuff, Ltd. All Rights Reserved. Permissions and limitations regarding this software are subject toterms available at http://www.dom4j.org/license.html.

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This product includes software copyright (C) 1996-2006 Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may befound at http://www.gnu.org/software/kawa/Software-License.html.

This product includes OSSP UUID software which is Copyright (c) 2002 Ralf S. Engelschall, Copyright (c) 2002 The OSSP Project Copyright (c) 2002 Cable& Wireless Deutschland. Permissions and limitations regarding this software a re subject to terms available at http://www.opensource.org/licenses/mit-license.php.


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This product includes software copyr ight 1997-2007 University of Cambridge. Permissions and limitations regarding this software are subject to te rmsavailable at http://www.pcre.org/license.txt.

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The product includes the zlib library copyright (c) 1995-2005 Jean-loup Gailly and Mark Adler.

This product includes software licensed under the terms at http://www.tcl.tk/software/tcltk/license.html.

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This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/.

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; 6,850,947; 6,895,471 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 limitedto, the implied warranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software ordocumentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. Theinformation in this software and documentation is subject to change at any time without notice.

Part Number: PC-DEG-85100-0001


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Table of Contents

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

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

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

Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

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

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

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

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

Configuring General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Configuring Tables Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Configuring Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Configuring Debug Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Configuring Web Service Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configuring Miscellaneous Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Using Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Displaying a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Customizinga Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Adding Custom Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Navigating the Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Search Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Iconizing and Restoring Workspace Objects . . . . . . . . . . . . . . . . . . . . . . 23

Arranging Workspace Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Zooming the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Viewing the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Designer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27


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Adding a Reposi tory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Printing the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Viewing the Last Saved Date/Time . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Opening and Closing a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Creating Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Checking Out and In Versioned Objects . . . . . . . . . . . . . . . . . . . . . . . . 28

Searching for Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Entering Descriptions for Repository Objects. . . . . . . . . . . . . . . . . . . . . 29

Viewing and Comparing Versioned Repository Objects . . . . . . . . . . . . . . 30

Reverting to a Previous Object Version . . . . . . . . . . . . . . . . . . . . . . . . . 31

Copying Designer Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32Exporting and Importing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Work ing wi th Multiple Ports or Columns . . . . . . . . . . . . . . . . . . . . . . . 33

Renaming Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using Shortcut Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Previewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Working with Metada ta Exte nsions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Creating Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Editing MetadataExtensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Deleting Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Using Business Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Adding Business Names to Source s or Target s . . . . . . . . . . . . . . . . . . . . . 42

Displaying Business Names in the Navigator . . . . . . . . . . . . . . . . . . . . . 42

Displaying Business Names as Column Names . . . . . . . . . . . . . . . . . . . .43

Using Business Names as Port Names in Source Qualifiers . . . . . . . . . . .43

Using Business Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Specifying the Documentation Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Creating Links to Documentation Files . . . . . . . . . . . . . . . . . . . . . . . . . 45

Viewing Business Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Viewing Mapplet and Mapping Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . .47Viewing a Mapplet Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . .47

Viewing a Mapping Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 2: Working with Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Overv iew . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Updating Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52


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Creating Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Work ing wi th Relational Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Importing a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . 54

Updating a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . . 58

Work ing wi th COBOL Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Importing COBOL Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Working with COBOL Copybooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Steps to Import a COBOL Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Components in a COBOL Source File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

FD Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66OCCURS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

REDEFINES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Configuring COBOL Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Configuring the Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Configuring Advanced Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Configuring the Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Importing a Microsoft Excel Source Definition . . . . . . . . . . . . . . . . . . . . . . 73

Defining Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Formatting Columns of Numeric Data . . . . . . . . . . . . . . . . . . . . . . . . . 74

Steps to Import a Microsoft Excel Source Definition . . . . . . . . . . . . . . . 74

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Chapter 3: Working with Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Creating Sessions with Flat File Sources and Targets . . . . . . . . . . . . . . . . 80

Importing Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Selecting Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Changing Display Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Importing Fixed-Width Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Importing Delimited Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Editing Flat File Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Editing Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Editing Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Updating Fixed-Width File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 95Updating Delimited File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 100


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Formatting Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Formatting Numeric Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Formatting Datetime Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Defining Default Datetime and Numeric Formats . . . . . . . . . . . . . . . . 112

Working with Fil e Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Working wi th Shift-Sen sitive Flat Fil es . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Importing Flat Files with Shift Keys . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Importing Flat Files without Shift Keys . . . . . . . . . . . . . . . . . . . . . . . . 115

Working with Multibyte Data in Fixed-Width Targets . . . . . . . . . . . . . . . . . 117

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Chapter 4: Working with Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Creating Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Maintaining Targets and Target Definitions . . . . . . . . . . . . . . . . . . . . . 120

Target Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121Importing a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Importing a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . 123

Creating a Target Definition from a Source Definition . . . . . . . . . . . . . . . . 126

Creating a Target Definition from a Relational Source . . . . . . . . . . . . . 126

Creating a Target Definition from a Flat File Source . . . . . . . . . . . . . . . 126

Creating a Normalized Target from a COBOL Source . . . . . . . . . . . . . . 126

Steps to Create a Target Definition from a Source Definition . . . . . . . . 128

Creating a Target Definition from a Transformation . . . . . . . . . . . . . . . . . . 129

Creating a Target from a Transformation with One Output Group . . . . 129

Creating a Target from a Transformation with Multiple Output Groups. 130

Creating a Target from a Normalizer Transformation . . . . . . . . . . . . . . 131

Creating a Target from a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Transformation and Target Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . 132

Steps to Create a Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Manually Creating a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Maintaining Relational Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . 136

Reimporting a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . 137

Creating a Primary Key-Foreign Key Relationship . . . . . . . . . . . . . . . . 138

Editing Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Editing Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141


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Defining Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Creating a Target Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

SQL DDL Commands in the Designer . . . . . . . . . . . . . . . . . . . . . . . . 145

Dropping and Recreating Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Recreating Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145


Chapter 5: Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Object Dependency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Developing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Work ing wi th Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Creating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Opening a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Copying a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Copying Mapping Segments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Copying Mapping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Exporting and Importing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Editing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Debugging a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Deleting a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Viewing Link Paths to a Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Viewing Source Column Dependencies . . . . . . . . . . . . . . . . . . . . . . . . 158

Connecting Mapping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Options for Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Rules and Guidelines for Connecting Mapping Objects . . . . . . . . . . . . 162

Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Manually Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Linking Ports by Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Linking Ports by Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Propagating Port Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Understanding Dependency Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Propagating Dependencies in a Link Path . . . . . . . . . . . . . . . . . . . . . . 169

Propagating Implicit Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Propagated Attributes by Transformation . . . . . . . . . . . . . . . . . . . . . . . 171

Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173Steps to Propagate Port Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174


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Working with Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Working with Relational Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . 178

Working with Trans formations in a Mapping . . . . . . . . . . . . . . . . . . . . . . . 180

Working with Mapplets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Working with Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Configuring Relational Targets in a Mapping . . . . . . . . . . . . . . . . . . . . 182

Configuring Flat File Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . 182

Configuring XML Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . 183

Setting the Target Load Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Creating Target Files by Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Configuring the Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185Configuring the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Running the Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Working with Relational Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . 188

Rejecting Truncated and Overflow Data . . . . . . . . . . . . . . . . . . . . . . . . 189

Configuring the Target Update Override . . . . . . . . . . . . . . . . . . . . . . . 189

Configuring the Table Name Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Adding Pre- and Post-Session SQL Commands . . . . . . . . . . . . . . . . . . . 192

Overrid ing the Target Table Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Validating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Connection Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Expression Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Object Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Data Flow Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Steps to Validate a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197


Chapter 6: Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Understanding Mapplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . 203

Mapplet Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Mapplet Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Viewing Mapplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Using the Mapplet Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Creating a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206


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Validating Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Editing Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Mapplets and Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Using Mapplets in Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Creating and Configuring Mapplet Ports . . . . . . . . . . . . . . . . . . . . . . 210

Connecting to Mapplet Input Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Connecting to Mapplet Output Groups. . . . . . . . . . . . . . . . . . . . . . . . 211

Viewing the Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Setting the Target Load Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Pipeline Partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Chapter 7: Mapping Parameters and Variables. . . . . . . . . . . . . . . . . 215

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Mapping Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217Using Mapping Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . 217

Initial and Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Using String Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . . . 219

Using Datetime Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . 219

Code Page Relaxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Mapping Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Step 1. Create a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Step 2. Use a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Step 3. Define a Parameter Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Variable Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Variable Datatype and Aggregation Type . . . . . . . . . . . . . . . . . . . . . . . 227

Variable Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Mapping Variables in Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Using Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Defining Expression Strings in Parameter Files . . . . . . . . . . . . . . . . . . . . . . 234

Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235



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Chapter 8: Working with User-Defined Functions . . . . . . . . . . . . . .237

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Creating User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Configuring a User-Defined Function Name . . . . . . . . . . . . . . . . . . . . 240

Configuring the Function Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Configuring Public Functions that Contain Private Functions . . . . . . . . 240

Steps to Create a User-Defined Function . . . . . . . . . . . . . . . . . . . . . . . 241

ManagingUser-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Editing User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Deleting User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Exporting User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Validating User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Copying and Deploying User-Defined Functions . . . . . . . . . . . . . . . . . 243

Creating Expressions with User-Defined Functions . . . . . . . . . . . . . . . . . . . 244

Chapter 9: Using the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Debugger Session Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Debug Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Creating Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Selecting the Instance Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Creating Error Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251Creating Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Entering the Data Breakpoint Condition . . . . . . . . . . . . . . . . . . . . . . 252

Steps to Enter Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Editing a Breakpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Configuring the Debugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Step 1. Debugger Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Step 2. Select Integration Service and Session Type . . . . . . . . . . . . . . . . 259

Step 3. Select Session Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Step 4. Set Session Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Step 5. Set Target Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Running the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Initializing State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Running State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266

Paused State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266


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Debugger Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Working with Persi sted Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Designer Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Monitoring the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Monitoring Debug Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Monitoring Transformation Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Continuing the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Monitoring Target Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Monitoring the Debug Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Using the Workflow Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Modifying Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Evaluating Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Evaluating Expressions Using Mapping Variables . . . . . . . . . . . . . . . . . 281

Steps to Evaluate Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Copying Breakpoint Information and Configuration . . . . . . . . . . . . . . . . . 284


Chapter 10: Viewing Data Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Viewing Data Lineage Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

Configuring Data Lineage Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Running Data Lineage from the Designer . . . . . . . . . . . . . . . . . . . . . . . . . 290

Data Lineage Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Chapter 11: Comparing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Comparing Sources, Targets,and Transformations . . . . . . . . . . . . . . . . 295

ComparingMappings and Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . 296

Chapter 12: Managing Business Components . . . . . . . . . . . . . . . . . 299

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Business Components as Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Business Component Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Creating Links to Business Component Documentation . . . . . . . . . . . . 302

Creating a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 303

Editing a Business Component Directory . . . . . . . . . . . . . . . . . . . . . . . . . . 305

Deleting a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 306


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Copying a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 307

Chapter 13: Creating Cubes and Dimensions . . . . . . . . . . . . . . . . . . 309

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Understanding Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . . 310

Key Elements of Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . 311

Creating a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Step 1. Create a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Step 2. Add Levels to the Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Step 3. Add Hierarchies to the Dimension . . . . . . . . . . . . . . . . . . . . . . 315

Step 4. Add Levels to the Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . 316Creating a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Editing a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Editing a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Deleting a Cube or Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Opening and Closing a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324

Viewing Metadata for Cubes and Dimensions. . . . . . . . . . . . . . . . . . . . . . . 325Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Chapter 14: Using the Mapping Wizards . . . . . . . . . . . . . . . . . . . . . . 327

Maintaining Star Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Understanding the Mapping Wizards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Using the Getting Started Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330Using the Slowly Changing Dimensions Wizard . . . . . . . . . . . . . . . . . . 331

Choosing Sources for the Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Creating a Simple Pass Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . 333

Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Steps to Create a Simple Pass Through Mapping . . . . . . . . . . . . . . . . . 334

Customizing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

Configuring a Simple Pass Through Session . . . . . . . . . . . . . . . . . . . . . 335

Creating a Slowly Growing Target Mapping . . . . . . . . . . . . . . . . . . . . . . . . 336

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .336


Steps to Create a Slowly Growing Target Mapping . . . . . . . . . . . . . . . . 337

Configuring a Slowly Growing Target Session . . . . . . . . . . . . . . . . . . . 340

Creating a Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 341Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .341


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Steps to Create a Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . 344

Configuring a Type 1 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . 347

Creating a Type 2 Dimension/Version Data Mapping . . . . . . . . . . . . . . . . . 348

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Numbering Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349


Steps to Create a Type 2 Dimension/Version Data Mapping . . . . . . . . . 352

Customizing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Configuring a Type 2 Dimension/Version Data Session . . . . . . . . . . . . 357

Creating a Type 2 Dimension/Flag Current Mapping . . . . . . . . . . . . . . . . . 358Flagging the Current Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359


Steps to Create a Type 2 Dimension/Flag Current Mapping . . . . . . . . . 363

Configuring a Type 2 Dimension/Flag Current Session. . . . . . . . . . . . . 365

Creating a Type 2 Dimension/Effective Date Range Mapping . . . . . . . . . . . 366

Maintaining the Effective Date Range . . . . . . . . . . . . . . . . . . . . . . . . . 366

Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367


Steps to Create a Type 2 Dimension/Effective Date Range Mapping . . . 371

Configuring a Type 2 Dimension/Effective Date Range Session . . . . . . 373

Creating a Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Saving Previous Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

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

Marking the Effective Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375


Steps to Create a Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . 378

Configuring a Type 3 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . 381

Creating Targets in the Target Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 382Scheduling Sessions and Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

Appendix A: Datatype Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

Bigint Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388Binary Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390


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Date/Time Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Decimal and Double Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391

String Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

IBM DB2 and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394

Informix and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396


Microsoft SQL Server and Transformation Datatypes . . . . . . . . . . . . . . . . . 397


Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398Oracle and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

Number(P,S) Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

Char, Varchar, Clob Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400


Sybase and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401



Teradata and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 403



ODBC and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

COBOL and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Flat File and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Number Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

XML and Trans formation Data types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

Converting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Port-to-Port Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Converting Strings to Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Converting Strings to Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411


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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Figure 1-4. Full Scree n View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Figure 1-5. Query Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Figure 1-6. Multiple V ersions of an Objec t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Figure 1-7. Display Business Names in the Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Figure 1-8. Using Root Variable as Part of the Documentation Link . . . . . . . . . . . . . . . . . . . 46

Figure 2-1. Configuring the IBM COMP Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Figure 2-2. Sample COBOL Source Definition with OCCURS . . . . . . . . . . . . . . . . . . . . . . . 70

Figure 2-3. COBOL Source Def inition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Figure 3-1. Flat File Target Definition Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Figure 3-2. Targe t Definition Column Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Figure 3-3. Fixed-Wi dth File Properties D ialog Box for Sources . . . . . . . . . . . . . . . . . . . . . . . 96

Figure 3-4. Fixed-Width File Pr operties Dialog Box for Targets . . . . . . . . . . . . . . . . . . . . . . . 96

Figure 3-5. Delimite d File Properties Dialog Box for Sources . . . . . . . . . . . . . . . . . . . . . . . . 100

Figure 3-6. Delimited File Propert ies Dialog Box for Targets . . . . . . . . . . . . . . . . . . . . . . . . 100Figure 3-7. Column Format Settings Dialog Box for Number Columns . . . . . . . . . . . . . . . . 105

Figure 3-8. Numeric Formatting Options Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Figure 3-9. Format Options for Numeric Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . . 108

Figure 3-10. Column Format Settings Dialog Box for Date time Columns . . . . . . . . . . . . . . . 109

Figure 3-11. Da tetime Formattin g Options Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Figure 3-12. Format Optio ns for Datetime Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . 111

Figure 4-1. Sample COBOL Source Definition with OCCURS . . . . . . . . . . . . . . . . . . . . . . 127

Figure 4-2. Target Definitions Created from a COBOL Source . . . . . . . . . . . . . . . . . . . . . . 127

Figure 4-3. Target Definition Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Figure 4-4. Targe t Definition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Figure 4-5. Target Definition Index Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Figure 5-1. Sample M apping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Figure 5-2. Mapping Obj ect Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Figure 5-3. Field Dependen cies Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Figure 5-4. Example of Input, Output, and Input/Output Ports . . . . . . . . . . . . . . . . . . . . . 160

Figure 5-5. Link One Port to Multiple Transfo rmations . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Figure 5-6. Link Multip le Transformations to One Target . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Figure 5-7. Link by Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Figure 5-8. Propagate Po rt Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Figure 5-9. Source Qualifier Transformation in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . 176

Figure 5-10. Properties Tab for Relational Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . 178

Figure 5-11. Mapple t Display in Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Figure 5-12. Target Load Order Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183


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Figure 5-13. Connecting a Flat File FileName Port in a Mapping . . . . . . . . . . . . . . . . . . . . .187

Figure 5-14. Relational Target Properties Tab in the Mapping Designer . . . . . . . . . . . . . . . . .188

Figure 5-15. Sample Mapping for Target Update Override . . . . . . . . . . . . . . . . . . . . . . . . . .189

Figure 5-16. Inval id Mappings with Blocking Transformations . . . . . . . . . . . . . . . . . . . . . . .196

Figure 5-17. Sample Ma ppings with Blocking Transforma tions . . . . . . . . . . . . . . . . . . . . . . .196

Figure 6-1. Sample Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Figure 6-2. Sample M applet in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Figure 6-3. Expanded Mapplet in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Figure 6-4. Source Qualifier Providing M applet Source Data . . . . . . . . . . . . . . . . . . . . . . . . .211

Figure 7-1. Mapping Parameters in the SQL E ditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224

Figure 7-2. Mapping Parameters in the Expression Editor . . . . . . . . . . . . . . . . . . . . . . . . . . .224

Figure 7-3. Setting a Mapping Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .232

Figure 8-1. Sample User-Defined Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238

Figure 8-2. Edit User-Defined Function Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239

Figure 8-3. User-Defined Functions Tab of the Expression Editor . . . . . . . . . . . . . . . . . . . . .244

Figure 9-1. Debugg er Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .248

Figure 9-2. Breakpoin t Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249

Figure 9-3. Breakpoin t Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .250

Figure 9-4. Multipl e Conditions With in a Single Breakpoint . . . . . . . . . . . . . . . . . . . . . . . . .253

Figure 9-5. Multipl e Breakpoints With in a Single Tran sformation . . . . . . . . . . . . . . . . . . . . .253Figure 9-6. Selecting a Port for Breakpoint C ondition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .255

Figure 9-7. Operato rs for Global Breakpoint Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . .255

Figure 9-8. Debugg er Wizard Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .259

Figure 9-9. Debugger Wizard Integ ration Service and Session Type . . . . . . . . . . . . . . . . . . . .260

Figure 9-10. Debugger Wiza rd Select Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .261

Figure 9-11. Debugger Wiza rd Source and Target Connections . . . . . . . . . . . . . . . . . . . . . . .262

Figure 9-12. Debugger Wizard Source Reader and Target Writer Prope rties . . . . . . . . . . . . . .262

Figure 9-13. Debugger Wiza rd Source and Target Prope rties . . . . . . . . . . . . . . . . . . . . . . . . .263

Figure 9-14. Debugger Wizard Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .263

Figure 9-15. Debugger Wiza rd Target Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265

Figure 9-16. M applet Instance Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265

Figure 9-17. Debug Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .271

Figure 9-18. Sample Instance Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .272

Figure 9-19. T ransformations with Port Proces sing Indicators . . . . . . . . . . . . . . . . . . . . . . . .273

Figure 9-20. Debugger Target Data Display Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .274

Figure 9-21. Debugger Sessions in Workflow Monitor Task View . . . . . . . . . . . . . . . . . . . . .277

Figure 9-22. Instanc e Window for Router Transforma tion . . . . . . . . . . . . . . . . . . . . . . . . . .279

Figure 9-23. Debugger Expre ssion Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .281

Figure 9-24. Debugger Expre ssion Evaluation w ith Mapping Variables . . . . . . . . . . . . . . . . . .282

Figure 9-25. Debugger Expre ssion Evaluation w ith Mapping Variables . . . . . . . . . . . . . . . . . .283

Figure 9-26. Debug Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .286

Figure 10-1. Example of Data Lineage for a PowerCenter Mapping . . . . . . . . . . . . . . . . . . . .291Figure 11-1. Result of Comparing Two Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .295


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Figure 12-1. Busines s Component Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Figure 14-1. Sample Star Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Figure 14-2. Simple Pass Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Figure 14-3. Slowly Growing Target Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Figure 14-4. Type 1 Dimension M apping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Figure 14-5. Type 2 Dimension/Version Data Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Figure 14-6. Type 2 Dimension/F lag Current Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Figure 14-7. Type 2 Dimension/Effectiv e Date Range Mapping . . . . . . . . . . . . . . . . . . . . . . 368

Figure 14-8. Type 3 Dimension M apping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Figure 14-9. Workflow for Load ing Dimension and Fact Tables . . . . . . . . . . . . . . . . . . . . . . 383


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List of Tables xxi

List of Tables

Table 1-1. Des igner Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Table 1-2. Metadata Extension Attribute s in the Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Table 1-3. Creating Documenta tion Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Table 2-1. Special Cha racter Behavior in Relational Sourc es . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Table 2-2. Special Cha racter Behavior in Non-Relat ional Sources . . . . . . . . . . . . . . . . . . . . . . 52

Table 2-3. Ma pping Impact for Updat ed Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Table 2-4. COBOL File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Table 2-5. COBOL Source De finition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Table 3-1. Fix ed-Width File Propertie s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Table 3-2. Nu ll Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Table 3-3. Del imited File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Table 3-4. Precision and Field Width Definition s for Flat File Definition s . . . . . . . . . . . . . . 104

Table 4-1. Special Cha racter Behavior in Relational Ta rgets . . . . . . . . . . . . . . . . . . . . . . . . . 121

Table 4-2. Special Char acter Behavior in Non-Relatio nal Targets . . . . . . . . . . . . . . . . . . . . . 122

Table 4-3. Transfo rmation and Database Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Table 4-4. Objec ts You Can Use to Create Targets in the Target Designe r. . . . . . . . . . . . . . . 133

Table 4-5. Mapping Imp act for Updated Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . 136Table 5-1. Propagated Attributes b y Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Table 5-2. Propagate Port Attribu tes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Table 7-1. Default Values for Mapping Parameters and Variables Based on Datatype . . . . . . . 218

Table 7-2. Options for Declaring Mapping Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Table 7-3. Va riable Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Table 7-4. Options for Creating M apping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Table 8-1. User-Defined Function Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Table 8-2. Managing User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Table 9-1. Da ta Breakpoint Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Table 9-2. Condition Parameters for Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Table 9-3. Deb ug Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Table 9-4. Deb ugger Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Table 9-5. Sample Debug Log M essages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Table 9-6. Workflow Monitor Display Names for Debug Session Types . . . . . . . . . . . . . . . . 276

Table 13-1. Key Elements o f Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Table 14-1. Getti ng Started Mapping Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Table 14-2. Slowly Changing Dimen sions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Table 14-3. Function of Each Transformation in the Simple Pass Through Mapping . . . . . . . 334

Table 14-4. Function of Each Transformation in the Slowly Growing Target Mapping . . . . . 337

Table 14-5. Function of Each Transformation in the Type 1 Dimension Mapping . . . . . . . . . 343

Table 14-6. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Table 14-7. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344Table 14-8. Transformation Functions in the Type 2 Dimension/Version Data Mapping . . . . 351


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xxii List of Tables

Table 14-9. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .351

Table 14-10. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .352

Table 14-11. Transformation Functions in the Type 2 Dimension/Flag Current Mapping . . . .361

Table 14-12. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .362


Table 14-14. Data Flow to Update Ex isting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .363

Table 14-15. Type 2 Dimension/Effective Date Range Mapping . . . . . . . . . . . . . . . . . . . . . . .369



Table 14-18. Data Flow to Update Ex isting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .371

Table 14-19. Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .377


Table 14-21. Data Flow for Exist ing Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .378Table A-1. Trans formation Datatype s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .387

Table A-2. Integration Serv ice Processing of Bigint Value s without High Precision . . . . . . . . .388

Table A-3. Conversion of Decimal and String Values to Bigint without High Precision . . . . . .389

Table A-4. Integration Serv ice Processing of Bigint Value s with High Precision . . . . . . . . . . . .389

Table A-5. Integration Service Decima l Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .391

Table A-6. IBM DB2 and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .393

Table A-7. Informix and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .395Table A-8. Informix and Transformation Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . .396

Table A-9. Microsoft SQL Server and Transformation Data types . . . . . . . . . . . . . . . . . . . . . .397

Table A-10. Microsoft SQL Server and Transformation Datatype Synonyms . . . . . . . . . . . . . .398

Table A-11. Oracle and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .399

Table A-12. Sybase and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .401

Table A-13 . Sybase and Transformation Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . .402

Table A-14 . Teradata and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .403

Table A-15. Teradata and Transformation Datatype Synonyms. . . . . . . . . . . . . . . . . . . . . . . .403

Table A-16. ODBC and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .405

Table A-17. COBOL and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .406

Table A-18 . Flat File and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .407

Table A-19 . Port-to-Port Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .409

Table A-20 . Converting Strings to Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .410


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xxiii

Preface

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

I f ti R


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xxiv Preface

Informatica Resources

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.

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.

Informatica Knowledge Base

As an Informatica customer, you can acce ss 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.

Informatica Global Customer Support

There are many ways to access Informatica Global Customer Support. You can contact a

Customer Support Center through telephone, email, or the WebSupport Service.

Use the following email addresses to contact Informatica Global Customer 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 athttp://my.informatica.com.

U h f ll i l h b I f i Gl b l C S


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Preface xxv

Use the following telephone numbers to contact Informatica Global Customer Support:

North America / South America Europe / Middle East / Africa Asia / Austral ia

Informatica Corporation

Headquarters

100 Cardinal WayRedwood City, California

94063

United States

Toll F ree

+1 877 463 2435

Standard Rate

United States: +1 650 385 5800

Informatica Software Ltd.

6 Waltham Park

Waltham Road, White WalthamMaidenhead, Berkshire

SL6 3TN

United Kingdom

Toll Free

00 800 4632 4357

Standard Rate

Belgium: +32 15 281 702

France: +33 1 41 38 92 26Germany: +49 1805 702 702

Netherlands: +31 306 022 797

United Kingdom: +44 1628 511 445

Informatica Business Solutions

Pvt. Ltd.

Diamond DistrictTower B, 3rd Floor

150 Airport Road

Bangalore 560 008India

Toll Free

Austral ia: 1 800 151 830

Singapore: 001 800 4632 4357

Standard Rate

India: +91 80 4112 5738


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xxvi Preface


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1

C h a p t e r 1

Using the Designer

This chapter includes the following topics:

Overview, 2

Customizing Designer Options, 5

Using Toolbars, 17

Adding Custom Tools, 19

Navigating the Workspace, 21

Designer Tasks, 27

Previewing Data, 36

Working with Metadata Extensions, 38

Using Business Names, 42

Using Business Documentation, 45

Viewing Mapplet and Mapping Reports, 47

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

Designer ToolsThe 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 Des igner. 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 s ingle tool at a time in the workspace, which has two formats: defaul t 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 245.

Target Data. View target data while you run the Debugger to debug a mapping. For moreinformation, see Using the Debugger on page 245.

You can view a list 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

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, theorganization 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 5. Tables. You can customize the columns, size, and behavior of table definitions. For more

information, see Configuring Tables Options on page 7.

Format. You can customize the color, font, and other format options of Designer tools. Formore information, see Configuring Format Options on page 9.

Debug. You can customize display and TCP/IP options of the Debugger. For moreinformation, see Configuring Debug Options on page 12.

Web services. You can customize backward compatibility and WSDL creation options forthe Web Services Hub. For more information, see Configuring Web Service Options onpage 13.

Miscellaneous. You can customize the available functions for the Copy Wizard andcheckouts. For more information, see Configuring Miscellaneous Options on page 15.

Configuring General Options

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

To customize general options:


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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 time

you open the folder and the Mapping Designer, the same mapping displays.

Ask Whether to Reloadthe Tables/Mappings

Appears only when you select Reload Tables/Ma ppings when Opening a Folder.Select to have the Designer prompt you to reload objects each time you open a

folder.

Display Tool Names onViews

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

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 the

workspace does not change until you release the mouse button.

General Option Description


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Configuring Tables Options

You can configure the columns, size, and behavior of table definitions.

Receive Notifications

from Repository Service

You can receive notification messages in t he Designer and view them in the Output

window. Notification messages include information about objects that another usercreates, 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 beout of date. For the Designer to receive a notification, the f older containing the object

must 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 receiveuser-created notifications posted by t he user who manages t he Repository Service.

Default is enabled.

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 thetransformation 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/TargetDependencies

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 by

Database

Displays sources grouped by database in the Navigator. Otherwise, sources appear

in alphabetic order by source name, with the database name in parentheses.

Display Sources Using

Business Names

Displays sources by business names in t he Navigator. If you enable the option to

display sources by business names, the N avigator displays the business names first,and then the source type name and table name in parentheses.

Display Targets UsingBusiness Names

Displays targets by business names in t he Navigator. If you enable the option todisplay targets by business names, the N avigator displays the business names first,

then the target type name and table name in parentheses.

Workspace File The di rectory for workspace f iles created by the Designer. Workspace f iles mainta in

the 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 URL

HTML or URL path to enter links to business documentation.

To customize table definition options:

Cli k T l O i


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1. Click Tools > Options.

2. Click the Tables tab.

3. From the Tables list, select the repository object you want to customize.

The Columns section lists available display parameters for each repository object. Use the

up and down arrows to change the display order of the columns.4. You can configure the following options for the selected object type:

Tables Option Tool Availability Description

Columns DefaultWidth

All t ools Default width of table columns in bytes.

Colu mns Available All t ools Columns th at are available to display when t he repository object is

full-size.

Columns Selected All tools Columns that appear in the Designer when the repository object isfull-size. To display a column, select it in the Columns Available list

and click the double-arrow button to move the column into the

Columns Selected list. You can also delete columns and changethe order in which they appear.

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

Import PrimaryKeys - Source Analyzer- Target Designer The Designer imports primary keys for relational source or targetdefinitions.

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 de fault setting for this tab.

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

Configuring Format Options

You can configure the color, font, and other format options for each tool in the Designer.

Import Foreign

Keys

- Source Analyzer

- Target Designer

The Designer imports foreign keys for relational source or target

definitions.

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 N ormalizers.

You might want to create a Source Qualifier manually when youuse the Source Qualifier to join relational tables.

Use Business

Names as Column

Names for Source

Qualifier

- Mapping Designer

- Mapplet Designer

The Source Qualifier uses business names as column names.

General Default

Width

All t ools Default width of all repository objects.

General Default

Height

All t ools Default height of a ll repos itory objects.

Show Tooltips All tools Shows the column or repository object name when you move the

pointer over a column or the title bar of an obje

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