PowerCenter DesignerGuide EN

8/10/2019 PowerCenter DesignerGuide EN

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Informatica PowerCenter (Version 9.1.0)

Designer Guide


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Informatica PowerCenter Designer Guide

Version 9.1.0March 2011

Copyright (c) 1998-2011 Informatica. All rights reserved.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use anddisclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form,by any means (electronic, photocopying, recording or otherwise) w ithout prior consent of Informatica Corporation. This Software may be protected by U.S. and/or internationalPatents 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 as provided inDFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013 (1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (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 report them to us inwriting.

Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange,PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Transformation, Informatica B2B Data Exchange, Informatica OnDemand, Informatica Identity Resolution, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing, Ultra Messaging and InformaticaMaster Data Management are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other companyand product names may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rightsreserved. Copyright Sun Microsystems. All rights reserved. Copyright RSA Security Inc. All Rights Reserved. Copyright Ordinal Technology Corp. All rightsreserved.Copyright Aandacht c.v. All rights reserved. Copyright Genivia, Inc. All rights reserved. Copyright 2007 Isomorphic Software. All rights reserved. Copyright MeIntegration Technology, Inc. All rights reserved. Copyright Oracle. All rights reserved. Copyright Adobe Systems Incorporated. All rights reserved. Copyright DataArt,Inc. All rights reserved. Copyright ComponentSource. All rights reserved. Copyright Microsoft Corporation. All rights reserved. Copyright Rogue Wave Software, Inc. Allrights reserved. Copyright Teradata Corporation. All rights reserved. Copyright Yahoo! Inc. All rights reserved. Copyright Glyph & Cog, LLC. All rights reserved.Copyright Thinkmap, Inc. All rights reserved. Copyright Clearpace Software Limited. All rights reserved. Copyright Information Builders, Inc. All rights reserved.Copyright OSS Nokalva, Inc. All rights reserved. Copyright Edifecs, Inc. All rights reserved.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/), and other software which is licensed under the Apache License,Version 2.0 (the "License"). You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0. Unless required by applicable law or agreed to in writing,

software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See theLicense for the specific language governing permissions and limitations under the License.

This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved; software copyright1999-2006 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 are provided free of charge by Informatica, "as-is", without warranty of any kind, either express or implied, including but notlimited to the implied warranties of merchantability and fitness for a particular purpose.

The product includes ACE(TM) and TAO(TM) software copyrighted by Douglas C. Schmidt and his research group at Washington University, University of California, Irvine,and Vanderbilt University, Copyright ( ) 1993-2006, all rights reserved.

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

This product includes Curl software which is Copyright 1996-2007, Daniel Stenberg, . All Rights Reserved. Permissions and limitations regarding thissoftware are subject to terms available at http://curl.haxx.se/docs/copyright.html. Permission to use, copy, modify, and distribute this software for any purpose with or withoutfee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies.

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

The product includes software copyright

2004-2007, The Dojo Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to termsavailable at http:// svn.dojotoolkit.org/dojo/trunk/LICENSE.

This product includes ICU software which is copyright International Business Machines Corporation and others. All rights reserved. Permissions and limitations regarding thissoftware are subject to terms available at http://source.icu-project.org/repos/icu/icu/trunk/license.html.

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

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

This product includes software developed by Boost (http://www.boost.org/) or under the Boost software license. Permissions and limitations regarding this software are subjectto terms available at http:/ /www.boost.org/LICENSE_1_0.txt.

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

This product includes software copyright 2007 The Eclipse Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to termsavailable at http:// www.eclipse.org/org/documents/epl-v10.php.

This product includes software li censed under the terms at http://www.tcl.tk/software/tcltk/license.html, http://www.bosrup.com/web/overlib/?License, http://www.stlport.org/doc/license.html, http://www.asm.ow2.org/license.html, http://www.cryptix.org/LICENSE.TXT, http://hsqldb.org/web/hsqlLicense.html, http://httpunit.sourceforge.net/doc/license.html, http://jung.sourceforge.net/license.txt , http://www.gzip.org/zlib/zlib_license.html, http://www.openldap.org/software/release/license.html, http://www.libssh2.org,http://slf4j.org/license.html, http://www.sente.ch/software/OpenSourceLicense.html, http://fusesource.com/downloads/license-agreements/fuse-message-broker-v-5-3-license-agreement, http://antlr.org/license.html, http://aopalliance.sourceforge.net/, http://www.bouncycastle.org/licence.html, http://www.jgraph.com/jgraphdownload.html, http://www.jgraph.com/jgraphdownload.html, http://www.jcraft.com/jsch/LICENSE.txt and http://jotm.objectweb.org/bsd_license.html.

This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php), the Common Development and DistributionLicense (http://www.opensource.org/licenses/cddl1.php) the Common Public License (http://www.opensource.org/licenses/cpl1.0.php) and the BSD License (http://www.opensource.org/licenses/bsd-license.php).

This product includes software copyright 2003-2006 Joe WaInes, 2006-2007 XStream Committers. All rights reserved. Permissions and limitations regarding this softwareare subject to terms available at http://xstream.codehaus.org/license.html. This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/.


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This Software is protected by U.S. Patent Numbers 5,794,246; 6,014,670; 6,016,501; 6,029,178; 6,032,158; 6,035,307; 6,044,374; 6,092,086; 6,208,990; 6,339,775;6,640,226; 6,789,096; 6,820,077; 6,823,373; 6,850,947; 6,895,471; 7,117,215; 7,162,643; 7,254,590; 7,281,001; 7,421,458; 7,496,588; 7,523,121; 7,584,422; 7,720,842;7,721,270; and 7,774,791, international Patents and other 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 impliedwarranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. Theinformation provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation issubject to change at any time without notice.

NOTICES

This Informatica product (the Software) includes certain drivers (the DataDirect Drivers) from DataDirect Technologies, an operating company of Progress SoftwareCorporation (DataDirect) which are subject to the following terms and conditions:

1. THE DATADIRECT DRIVERS ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOTLIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT,

INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OFTHE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACHOF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: PC-DEG-91000-0001


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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x i i iInformatica Resou rces. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Informatica C ustomer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiInformatica D ocumentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Informatica W eb Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Informatica H ow-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Informati ca Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

Informati ca Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

Informatica G lobal Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

Chapter 1: Using the Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Using the Designe r Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Designer Tool s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Designer Win dows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Configuring Desig ner Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Configuri ng General Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Configuring T ables Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Configuring F ormat Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Configuring D ebug Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Configuring W eb Service Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Configuring M iscellaneous Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Using Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Designer Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Workflow Man ager Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Workflow Mon itor Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Reposito ry Manager Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Displayin g a Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Creating a Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Configuring a Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Adding Custom To ols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Navigating the Wo rkspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Search Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Iconizing and Restoring Workspace Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Arranging Wo rkspace Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Zooming the Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Viewing t he Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Designer Tas ks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Adding a Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

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Printing the Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Viewing the Last Saved Date/Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Opening and Closing a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating Shor tcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Checking Out and In Versioned Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Searchin g for Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Entering Desc riptions for Repository Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Viewing and C omparing Versioned Repository Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Reverting to a Previous Object Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Copying Designer Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Exporting and Importing Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Working with Multiple Ports or Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Renaming Po rts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using Shortcu t Keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Previewing D ata. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Previewing R elational Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Previewing Fl at File Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Previewing X ML Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Working with Metadata Extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Creating Meta data Extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Editing Metad ata Extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Deleting Meta data Extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Using Business N ames. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Adding B usiness Names to Sources or Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Displaying Bu siness Names in the Navigator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Displaying Bu siness Names as Column Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Using Busine ss Names as Port Names in Source Qualifiers. . . . . . . . . . . . . . . . . . . . . . . . . . . 26Using Busine ss Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Specifying the Documentation Path. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Creating Link s to Documentation Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Viewing Busin ess Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Viewing Mapp let and Mapping Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Viewing a Ma pplet Composite Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Viewing a Ma pping Composite Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 2: Wor king with Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Working with Sour ces Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Special Chara cter Handling in Source Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Updating Sou rce Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Creating Sess ions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Working with Rela tional Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Relational So urce Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Connectivity f or Relational Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

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Configuring a Third-Party ODBC Data Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Importing Relational Source Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Updating a Relational Source Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Working with COBOL Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Importing COBOL Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Working with COBOL Copybooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Steps to Impo rt a COBOL Source Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Components in a COBOL Source File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

FD Secti on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

OCCURS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

REDEFINES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Configuring COBO L Source Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Configuri ng the Table Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Configuring A dvanced Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Configuring th e Columns Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Importing a Micros oft Excel Source Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Defining Rang es. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Formatting Co lumns of Numeric Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Steps to Import a Microsoft Excel Source Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Manually Creating a Source Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Troubleshooti ng Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Chapter 3: Working with Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Working with Flat Files Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Creating Sessions with Flat File Sources and Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Importing Flat File s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Special Chara cter Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Selecting Cod e Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Changing Display Fonts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Importing Fixe d-Width Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Importing Deli mited Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Editing Flat File D efinitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Editing T able Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Editing Colum ns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Updating Fixe d-Width File Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Updating Deli mited File Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Formatting Flat Fil e Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Formattin g Numeric Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Formatting Da tetime Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Defining Defa ult Datetime and Numeric Formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Working with File Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Working with Shift-Sensitive Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

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Importing Flat Files with Shift Keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Importing Flat Files without Shift Keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Working with Multibyte Data in Fixed-Width Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Troubleshooti ng Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Chapter 4: Working with Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Working with Targets Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Creating Targ et Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Maintaining T argets and Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Target Code Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Special C haracter Handling in Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Importing a Target Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Relational Tar get Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Connectivity f or Relational Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Configuring a Third-Party ODBC Data Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Importing Rel ational Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Creating a Ta rget Definition from a Source Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Creating a Target Definition from a Relational Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Creating a Ta rget Definition from a Flat File Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Creating a No rmalized Target from a COBOL Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Steps to Crea te a Target Definition from a Source Definition. . . . . . . . . . . . . . . . . . . . . . . . . . 73

Creating a Target Definition from a Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Creating a Ta rget from a Transformation with One Output Group. . . . . . . . . . . . . . . . . . . . . . . 74

Creating a Ta rget from a Transformation with Multiple Output Groups. . . . . . . . . . . . . . . . . . . . 74

Creating a Target from a Normalizer Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Creating a Ta rget from a Mapplet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Transformatio n and Target Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Steps to Crea te a Target. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Manually Creating a Target Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Maintaining R elational Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Reimporting a Relational Target Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Creating a Pri mary Key-Foreign Key Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Editing Table Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Editing Colum ns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Defining Indexes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Creating a Target Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

SQL DDL Co mmands in the Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Dropping and Re-creating Indexes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Re-creating T argets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Troubleshooti ng Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Chapter 5: Data Transformation Source and Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Sources and Targets Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

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Data Transformation Service Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Defining a Service Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Data Transformation Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Data Transfor mation Source Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Configure Dat a Transformation Source Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Hierarchical G roups of Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Multiple Sourc e Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Session Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Data Transformati on Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Data Transfor mation Target Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Data Transfor mation Target Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Session Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Creating a Data Tr ansformation Source or Target. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Creating Ports Fro m a Data Transformation Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Chapter 6: Mapp i n g s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 4Mappings Overvie w. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Object Depen dency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Developing a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Working with Map pings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Creating a Ma pping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Opening a Ma pping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Copying a Ma pping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Copying Map ping Segments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Copying Map ping Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Exporting and Importing a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Editing a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Debugging a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Deleting a Ma pping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Viewing L ink Paths to a Port. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Viewing Source Column Dependencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Connecting M apping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Options f or Linking Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Rules an d Guidelines for Connecting Mapping Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Linking Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102

Manually Link ing Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102

Linking Ports by Position. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Linking P orts by Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

Propagating Port A ttributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Understandin g Dependency Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Propagating D ependencies in a Link Path. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Propagating I mplicit Dependencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

Propagated A ttributes by Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107

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Rules and Guidelines for Propagating Ports and Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . .108

Steps to Propagate Port Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Working with Sources in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Working with Rela tional Sources in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Working with Tran sformations in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Working with Map plets in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Working with Targets in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Configuring R elational Targets in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Configuring F lat File Targets in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Configuring X ML Targets in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Setting th e Target Load Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Creating Targ et Files by Transaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Configuri ng the Target. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Configuri ng the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Running the Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Rules and Gu idelines for Creating Target Files by Transaction. . . . . . . . . . . . . . . . . . . . . . . . 115

Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Working with Rela tional Targets in a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Rejecting Tru ncated and Overflow Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Configuring th e Target Update Override. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Configuring th e Table Name Prefix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Adding Pre- a nd Post-Session SQL Commands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Overridin g the Target Table Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Validating a Mappi ng. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Connection V alidation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Expression V alidation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Object Validat ion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Data Flow Val idation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Steps to Validate a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Using the Workflo w Generation Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Workflow Gen eration Wizard Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Troubleshooting M appings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Chapter 7: Mapplets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125Mapplets Ove rview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Understanding Ma pplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Mapplet Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126Mapplet Outp ut. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Viewing Mapp let Input and Output. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Using the Ma pplet Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Creating a Mapplet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Validatin g Mapplets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Editing M applets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

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Mapplets and Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Using Mapplets in Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Creating and Configuring Mapplet Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Connecti ng to Mapplet Input Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Connecting to Mapplet Output Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Viewing the M applet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Setting the Ta rget Load Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Pipeline Partit ioning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Rules and Gu idelines for Mapplets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Tips for Mapplets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Chapter 8: Mapping Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Mapping Para meters and Variables Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Mapping Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Mapping Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Using Ma pping Parameters and Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Initial and Def ault Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Using String P arameters and Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Using Datetim e Parameters and Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Code Page R elaxation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Mapping Paramete rs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Step 1. C reate a Mapping Parameter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Step 2. Use a Mapping Parameter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Step 3. Define a Parameter Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Variable Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Variable Data type and Aggregation Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Variable Func tions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Mapping Vari ables in Mapplets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Using Mappin g Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Defining Expressio n Strings in Parameter Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Tips for Mapping P arameters and Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Troubleshooting M apping Parameters and Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Chapter 9: Working with User-Defined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Working with User-Defined Functions Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Creating User -Defined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Configuring a User-Defined Function Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Configuring th e Function Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Configuring P ublic Functions that Contain Private Functions. . . . . . . . . . . . . . . . . . . . . . . . . 149

Steps to Crea te a User-Defined Function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Managing User-De fined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

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

Deleting User-Defined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Exporting User-Defined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Validating Us er-Defined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

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

Creating Expr essions with User-Defined Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Chapter 10: Using the Debugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152Using the Debugg er Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Debugger Se ssion Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Debug Proces s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Creating Breakpoi nts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Selecting the Instance Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Creating Erro r Breakpoints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Creating Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Entering the D ata Breakpoint Condition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Steps to Ente r Breakpoints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Editing a Brea kpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Configuring the De bugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Step 1. Debug ger Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Step 2. Select Integration Service and Session Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Step 3. S elect Session Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Step 4. Set S ession Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Step 5. Set T arget Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Running the Debu gger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Initializing Sta te. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Running State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Paused S tate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Debugger Tas ks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Working with Persisted Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Designer Beh avior. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Monitoring the De bugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Monitoring De bug Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Monitoring Tr ansformation Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Continuin g the Debugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Monitoring Ta rget Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Monitoring the Debug Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168Using the Workflow Monitor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Modifying Dat a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Restrictio ns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Evaluating Ex pressions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Evaluating Ex pressions Using Mapping Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Steps to Eval uate Expressions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

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Copying Breakpoint Information and Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Transferring Breakpoints and Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Troubleshooting the Debugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Chapter 11 : Viewing Data Lineage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174Viewing Data Lineage Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Configuring D ata Lineage Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Running Data Lineage from the Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Chapter 12: Comparing Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176Comparing O bjects Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Comparing So urces, Targets, and Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Comparing M appings and Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Chapter 13: Managing Business Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180Managing Busines s Components Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Business Com ponent Locking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Creating Links to Business Component Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Managing Busines s Components and Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Creating and Editing a Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Creating a Business Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Deleting a Directory or Business Component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Copying a Directory or Business Component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Chapter 14: Cr eating Cubes and Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184Creating Cubes an d Dimensions Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Understandin g Multi-Dimensional Metadata. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Key Elem ents of Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Creating a Dimens ion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Step 1. Creat e a Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Step 2. A dd Levels to the Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Step 3. A dd Hierarchies to the Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Step 4. A dd Levels to the Hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Creating a Cu be. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Editing a Cub e. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Editing a Dim ension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Deleting a Cu be or Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188Opening and Closing a Cube. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Viewing Meta data for Cubes and Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Tips for Cube s and Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Chapter 15: Using the Mapping Wizards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191Maintaining S tar Schemas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

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Understanding the Mapping Wizards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Using the Getting Started Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .192

Using the Slowly Changing Dimensions Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

Choosing Sou rces for the Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Creating a Pass-T hrough Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Understandin g the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Steps to Crea te a Pass-Through Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Customiz ing the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196

Configuring a Pass-Through Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Creating a Slowly Growing Target Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Handling Key s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196


Steps to Crea te a Slowly Growing Target Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198

Configuri ng a Slowly Growing Target Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198

Creating a Type 1 Dimension Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Handling Key s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Understandin g the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199Steps to Crea te a Type 1 Dimension Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201

Configuring a Type 1 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Creating a Ty pe 2 Dimension/Version Data Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Handling Key s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Numbering Ve rsions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203


Steps to Crea te a Type 2 Dimension/Version Data Mapping. . . . . . . . . . . . . . . . . . . . . . . . . .206

Customizing t he Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Configuring a Type 2 Dimension/Version Data Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Creating a Ty pe 2 Dimension/Flag Current Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207Flagging the Current Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208

Handling Key s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208


Steps to Crea te a Type 2 Dimension/Flag Current Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . 211

Configuri ng a Type 2 Dimension/Flag Current Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Creating a Type 2 Dimension/Effective Date Range Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Maintaining th e Effective Date Range. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Handling Key s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213


Steps to Create a Type 2 Dimension/Effective Date Range Mapping. . . . . . . . . . . . . . . . . . . . 216Configuring a Type 2 Dimension/Effective Date Range Session. . . . . . . . . . . . . . . . . . . . . . . 217

Creating a Type 3 Dimension Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Saving Previo us Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218

Handling Key s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Marking t he Effective Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218


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Steps to Create a Type 3 Dimension Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221

Configuring a Type 3 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Creating Targets in the Target Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Scheduling S essions and Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Creating a Mappin g from the Informatica Mapping Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Step 1. S elect the Mapping Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Step 2. S pecify Mapping Details and Parameter Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Step 3. C reate Mappings and Save Parameter Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Step 4. Impor t Mappings into the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Appendix A: Datatype Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227Datatype Referenc e Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Transformation Da tatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Integer Dataty pes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Binary D atatype. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Date/Time Da tatype. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Decimal and Double Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

String Datatyp es. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

IBM DB2 and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Unsupported Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Informix and Trans formation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Datatype Syn onyms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Unsuppo rted Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Microsoft SQL Ser ver and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235


Uniqueid entifier Datatype. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Unsupported Datatype. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237Oracle and Tr ansformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Number(P,S) Datatype. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Char, Varchar , Clob Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Unsupported Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Sybase and Trans formation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239


Binary an d Varbinary Datatypes for Sybase IQ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Unsuppo rted Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Teradata and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Datatype Synonyms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242Unsupported Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

ODBC and Transf ormation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

COBOL and Trans formation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Flat File and Trans formation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Number Datatype. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

XML and Tran sformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

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Converting Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Port-to-Port Data Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Converting Strings to Dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Converting Strings to Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

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PrefaceThe PowerCenter Designer Guide is written for developers and software engineers responsible for implementing adata warehouse. The PowerCenter Designer Guide assumes that you have a solid understanding of your operating systems, relational database concepts, and database eng ines, flat files, or mainframe system in your environment. This guide also assumes that you are familiar with the interface requirements for your supportingapplications.

Informatica Res ources

Informatica Customer Portal As an Informatica customer, you can access the Informatica Customer Portal si te athttp://mysupport.informatica.com. The site contains product information, user group information, newsletters,access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library,the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica ProductDocumentatio n, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you havequestions, comments, or ideas about this documentation, contact the Informatica Documentation team throughemail at [email protected]. We will use your feedback to improve our documentation. Let usknow if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product,navigate to Product Documentation from http://mysupport.informatica.com.

Informatica Web SiteYou can access the Informatica corporate web site at http://www.informatica.com. The site contains information

about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training andeducation, and implementation services.

Informatica How-To Library As an Informatica customer, you can access the Informatica How-To Library at http:/ /mysupport.informatica.com.The How-To Library is a collection of resources to help you learn more about Informatica products and features. It

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includes articles and interactive demonstrations that provide solutions to common problems, compare features andbehaviors, and guide you through performing specific real-world tasks.

Informatica Knowledge Base As an Informatica customer, you can access the Informatica Knowledge Base at http: //mysupport.informatica.com.Use the Knowledge Base to search for documented solutions to known technical issues about Informaticaproducts. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Baseteam through email at KB_Feedback @informatica.com.

Informatica Multimedia Knowledge Base As an Informatica customer, you can access the Informatica Multimedia Knowledge Base athttp://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia filesthat help you learn about common concepts and guide you through performing specific tasks. If you havequestions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Baseteam through email at KB_Feedback @informatica.com.

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support. Online Support requiresa user name and password. You can request a user name and password at http://mysupport.informatica.com.

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

North America / South America Europe / Middle East / Africa Asia / Australia

Toll FreeBrazil: 0800 891 0202Mexico: 001 888 209 8853North America: +1 877 463 2435

Standard RateNorth America: +1 650 653 6332

Toll FreeFrance: 00800 4632 4357Germany: 00800 4632 4357Israel: 00800 4632 4357

Italy: 800 915 985Netherlands: 00800 4632 4357Portugal: 800 208 360Spain: 900 813 166Switzerland: 00800 4632 4357 or 0800 463200United Kingdom: 00800 4632 4357 or 0800023 4632

Standard RateFrance: 0805 804632Germany: 01805 702702Netherlands: 030 6022 797

Toll Free Austra lia: 1 800 151 830New Zealand: 1 800 151 830Singapore: 001 800 4632 4357

Standard RateIndia: +91 80 4112 5738

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C H A P T E R 1

Using the Designer This chapter includes the following topics:

Using the Designer Overview, 1

Configuring Designer Options, 3

Using Toolbars, 9

Adding Custom Tools, 12

Navigating the Workspace, 12 Designer Tasks , 16

Previewing Data, 22

Working with Metadata Extensions, 23

Using Business Names, 26

Using Business Documentation, 27

Viewing Mapplet and Mapping Reports, 28

Using the Designer OverviewThe Designer ha s tools to help you build mappings and mapplets so you can specify how to move and transformdata between so urces and targets . The Designer helps you create source definitions, target definitions, andtransformations to build the mappings.

The Designer inc ludes windows so you can view folders, repository objects, and tasks. You can work in multiplefolders and repositories at one time.

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

Designer ToolsThe Designer provides the following tools:

Source Analyzer. Import or create source definitions for flat file, XML, COBOL, Application, and relationalsources.

Target Designer. Import or create target definitions.

Transformation Developer. Create reusable transformations.

Mapplet Designer. Create mapplets.

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Mapping Designer. Create mappings.

Designer WindowsThe Designer consists of the following windows:

Navigator. Connect to multiple repositories and folders. You can also copy and delete objects and createshortcuts using the Navigator.

Workspace. View or edit sources, targets, mapplets, transformations, and mappings. You work with a singletool at a time in the workspace, which has two formats: default and workbook. You can view multiple versionsof 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 printing output text, saving text to file, and changingthe font size.

Overview. View workbooks that contain large mappings or a lot of objects. The Overview window outlines thevisible area in the workspace and highlights selected objects in color. To open the Overview window, click View

> Overview Window. Instance Data. View transformation data while you run the Debugger to debug a mapping.

Target Data. View target data while you run the Debugger to debug a mapping.

You can view a list of open windows, and you can switch from one window to another in the Designer. To view thelist of open windows, click Window > Windows.

The following figure shows the Designer windows:

1. Status Bar 2. Navigator 3. Output4. Workspace

The following figure shows the Overview window:

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The objects within the outline display in the workspace. Objects filled with color are selected in the workspace.

Configuring Designer OptionsYou can configure how the Designer displays general information, tables, and tools. The Designer lets you specifydisplay options including the background color of the tools, the organization of the navigator window, and the fontused in different tools. You can also specify other options such as whether the Source Analyzer imports primarykeys. Some changes require you to restart the Designer to apply the changes. The Designer warns you if youneed to restart the program.

You can configure the following options in the Designer:

General. You can configure general display options, XML import, file directories, and the organization of theNavigator window.

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

Format. You can configure the color, font, and other format options of Designer tools.

Debug. You can configure display and TCP/IP options of the Debugger.

Web services. You can configure backward compatibility and WSDL creation options for the Web ServicesHub.

Miscellaneous. You can configure the available functions for the Copy Wizard and checkouts.

Configuring General OptionsYou can configure general options for the Navigator window, the Display window, and directories.

To configure general options:

1. Click Tools > Options.

2. Click the General tab.

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3. You can configure the following general options:

General Option Description

Reload Tables/Mappings

when Opening a Folder

Reloads the last view of a tool when you open it. For example, if you have a mapping

open when you disconnect from a repository, the mapping displays the next time youopen the folder and the Mapping Designer.

Ask Whether to Reload theTables/Mappings

Appears only when you se lect Reload Tables/Mappings when Opening a Folder. Selec tto 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.

Delay Overview Window Pans By default, when you drag the focus of the Overview window, the focus of the workbookmoves concurrently. When you select this option, the focus of the workspace does notchange until you release the mouse button.

Receive Notifications fromRepository 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 RepositoryService notifies you of the changes so you know that objects you are working with maybe 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 modified or deleted object, the object must be open in the workspace. You also receive user-created notifications that are posted by the user who manages the Repository Service.Default is enabled.

Save Al l MX Data Saves a ll MX data when you save mappings in the Designer. Select th is option to useMX views for third-party repository tools.When you save MX data for mappings, PowerCenter creates a field expression for eachtarget field in the mappings. These expressions are different from the transformationexpressions that you create in the Expression Editor.You must save and check in the mapping before you can access the MX data.Default is disabled.

Note: Saving MX data can impact repository performance. Use this option only whenyou 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 youuse the Repository Manager to view source/target dependencies. Default is disabled.

Group Source by Database Displays sources grouped by database in the Navigator. Otherwise, sources appear inalphabetic 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 thetarget type name and table name in parentheses.

Workspace Fi le The di rectory for workspace fi les tha t are crea ted by the Designer. Workspace fi lesmaintain the last source or target that you opened, or the last mapping that you saved.

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General Option Description

This directory should be a local directory to prevent file corruption or overwrites bymultiple 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.

Configuring Tables OptionsYou can configure the columns, size, and behavior of table definitions.

To configure table definition options:

1. Click Tools > Options.

2. Click the Tables tab.

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

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 Default Width All tools Default width of table columns in bytes.

Columns Available All tools Columns that are available to display when the repository object isfull-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 listand click the double-arrow button to move the column into theColumns Selected list. You can also delete columns and change

the order in which they appear.

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

Import Pr imary Keys Source Analyzer,Target Designer

Designer imports primary keys for relational source or targetdefinitions.

Import Fore ign Keys Source Analyzer,Target Designer

Designer imports foreign keys for relational source or targetdefinitions.

Create SourceQualifier WhenOpening Sources

Mapping Designer,Mapplet Designer

Designer creates a Source Qualifier or a Normalizer transformationfor each source you add to the mapping. Clear the option tomanually create all Source Qualifiers and Normalizers. You mightwant to create a Source Qualifier manually when you use theSource Qualifier to join relational tables.

Use Business Namesas Column Names for Source Qualifier

Mapping Designer,Mapplet Designer

Source Qualifier uses business names as column names.

General Default Width All tools Default width of all repository objects.

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Tables Option Tool Availability Description

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 optionapplies to all repository objects.

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

5. Repeat steps 3

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