PowerCenter Reference Table Manager Guide...Informatica, PowerCenter, PowerCenterRT, PowerCenter...

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Informatica ® PowerCenter ® (Version 8.6.1) Reference Table Manager Guide

Transcript of PowerCenter Reference Table Manager Guide...Informatica, PowerCenter, PowerCenterRT, PowerCenter...

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Informatica® PowerCenter® (Version 8.6.1)

Reference Table Manager Guide

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Informatica PowerCenter Reference Table Manager Guide

Version 8.6.1 December 2008

Copyright (c) 2008 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 be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software is protected by U.S. and 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 as provided 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 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 in writing.

Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Exchange, Informatica On Demand, Informatica Treasury Services Solutions Accelerator, Informatica XE and Informatica Reference Table Manager are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and 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 rights reserved. Copyright © Isomorphic Software, 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 various versions of the Apache License (collectively the “License”). You may obtain a copy of the License at http://www.apache.org/licenses. 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 the License for the specific language governing permissions and limitations under the License.

This product includes software licensed under the BSD License (http://xstream.codehaus.org/license.html). See the License for the specific language governing permissions and limitations under the License.

This product includes software developed by The Dojo Foundation (http://dojotoolkit.org/) licensed under the following license: http://trac.dojotoolkit.org/browser/dojo/trunk/LICENSE. See the License for the specific language governing permissions and limitations under the License.

This product includes software licensed under the Lesser General Public License (“LGPL”) (http://www.gnu.org/licenses/lgpl-2.1.txt). See the License for the specific language governing permissions and limitations under the License.

DISCLAIMER: Informatica Corporation provides this documentation “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this product or documentation is error free. The information provided in this product or documentation may include technical inaccuracies or typographical errors.

Part Number: PC-RTM-86100-0001

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vInformatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica How-To Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

Chapter 1: Reference Table Manager Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

External Reference Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Reference Table Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Reference Table Manager Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Reference Table Manager Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Reference Table Staging Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Using Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Understanding Reference Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Cross-Reference Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Valid Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Logging in to Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Reference Table Manager Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Managing Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Creating a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Editing a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Deleting a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Creating Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Creating Reference Tables Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Creating Reference Tables through Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Using Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Managing Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Editing and Deleting Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Managing Columns in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Managing Rows in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Specifying Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Exporting Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Registering Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Viewing Audit Trail Log Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Configuring the Audit Trail Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

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Audit Trail Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Appendix A: Datatypes in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Datatypes in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Appendix B: Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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Preface

The PowerCenter Reference Table Manager Guide provides information about creating and administering reference tables that contain reference data. The PowerCenter Reference Table Manager Guide is written for business analysts and administrators responsible for managing reference tables, users, and user connections.

Informatica Resources

Informatica Customer PortalAs an Informatica customer, you can access the Informatica Customer Portal site at http://my.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, Informatica Documentation Center, and access to the Informatica user community.

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

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 and education, and implementation services.

Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at http://my.informatica.com. The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks.

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Informatica Knowledge BaseAs an Informatica customer, you can access the Informatica Knowledge Base at http://my.informatica.com. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips.

Informatica Global Customer SupportThere 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 at http://my.informatica.com.

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

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

Informatica Corporation Headquarters100 Cardinal WayRedwood City, California 94063United States

Toll Free +1 877 463 2435

Standard RateBrazil: +55 11 3523 7761 Mexico: +52 55 1168 9763 United States: +1 650 385 5800

Informatica Software Ltd.6 Waltham ParkWaltham Road, White WalthamMaidenhead, BerkshireSL6 3TNUnited Kingdom

Toll Free 00 800 4632 4357

Standard RateBelgium: +32 15 281 702France: +33 1 41 38 92 26Germany: +49 1805 702 702Netherlands: +31 306 022 797Spain and Portugal: +34 93 480 3760United Kingdom: +44 1628 511 445

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Toll Free Australia: 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

Reference Table Manager Overview

This chapter includes the following topics:

♦ Overview, 1

♦ Using Reference Table Manager, 3

♦ Understanding Reference Data, 4

♦ Logging in to Reference Table Manager, 7

♦ Reference Table Manager Interface, 7

♦ Managing Connections, 8

♦ Creating Reference Tables, 10

OverviewReference Table Manager is a PowerCenter web application that you use to manage reference data such as valid, default, and cross-reference values. Use Reference Table Manager to create, edit, import, and export reference data. Create reference tables to establish relationships between values in the source and target systems during data migration.

For example, you are migrating from a legacy system to an upgraded ERP system. Before you load the data, you may need to modify some values from the source to a value that is acceptable in the target system. Create reference tables to define and manage these values. Create Lookup transformations in PowerCenter mappings to look up data in the reference tables.

The Reference Table Manager Service in the PowerCenter domain runs the Reference Table Manager application. You can create and configure the Reference Table Manager Service in the PowerCenter Administration Console.

1

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The following figure shows Reference Table Manager components:

External Reference Files Microsoft Excel or flat files that contain reference data. Use Reference Table Manager to import data from these external reference files into reference tables.

You can also export reference tables to external reference files.

Reference Table Manager ApplicationA web application used to manage reference data that is stored in reference tables. Use Reference Table Manager to create, edit, import, and export reference data. You can also manage user connections, view user information, and view audit trail log events.

Reference Table Manager ServiceAn application service that runs the Reference Table Manager application in the PowerCenter domain. You can create and configure the Reference Table Manager Service in the PowerCenter Administration Console.

Reference Table Manager RepositoryA relational database that stores reference table metadata, user information, user connections, and the audit trail table. Reference table metadata includes the following information:

♦ Connection name

♦ Table name

♦ Display name

♦ Description

♦ Comments

♦ Date on which the table was last modified

♦ User who last accessed the reference table

Reference Table Staging AreaA relational database that stores the reference tables. All reference tables that you create or import using Reference Table Manager are stored within the staging area. You can create and manage multiple staging areas to restrict access to the reference tables.

The relational database for each reference table staging area must meet the following minimum system requirements:

♦ The database must be IBM DB2, Microsoft SQL Server, or Oracle.

Reference Table Staging Area 2

Reference Table Manager Service

Reference Table Manager Application

Reference Table Staging Area 1

External Reference Files

Reference Table Manager Repository

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♦ The database user account must have the following permissions on the reference tables in the database:

The Reference Table Manager Service uses JDBC drivers to connect to the reference tables in the database. The JDBC drivers are installed with Reference Table Manager.

The reference table staging area stores the following information:

♦ Reference tables

♦ Default value summary table

Reference TablesReference tables that you manage in Reference Table Manager. All reference tables that you create manually, externally, or through import are stored in the reference table staging area.

Default Value Summary TableA system table that the Reference Table Manager Service creates. The Reference Table Manager Service saves values from the default row of each reference table to the RTM_REFERENCE_TABLE_DEFAULTS table. You can specify the default row in each reference table you manage in Reference Table Manager. Use the default row to specify default values for each column in the reference table.

The RTM_REFERENCE_TABLE_DEFAULTS table is updated every time you add or edit a default row in a reference table. It stores information in the following columns:

♦ System name

♦ Table name

♦ Column name

♦ Column value

♦ Modified on

♦ Modified by

The Reference Table Manager Service creates and maintains a default value summary table in each reference table staging area that you create. You cannot view or edit the RTM_REFERENCE_TABLE_DEFAULTS table in Reference Table Manager. Use this table within PowerCenter mappings to look up default values.

Using Reference Table ManagerUse Reference Table Manager to create and manage reference tables. To create a reference table in Reference Table Manager, complete the following steps:

1. Set up a user account. Contact the database administrator to set up a user account and assign privileges in the PowerCenter Administration Console.

2. Create a connection to the reference table staging area. Contact the database administrator to set up a database for the reference table staging area and create connections.

Database Permission Description

Select Required to view the reference table in Reference Table Manager.

Insert Required to create new rows in the reference table.

Update Required to update rows in the reference table.

Alter Table Required to rename columns, add columns, or delete columns in the reference table.

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3. Create reference tables. Use the following methods to create reference tables in Reference Table Manager:

♦ Create reference tables manually.

♦ Create reference tables when you import data from external reference files.

♦ Create reference tables when you register relational tables that have been moved to the reference table staging area.

4. Manage reference tables. Add, edit, or delete the rows and columns to manage reference tables. You can also export data in the reference tables to Microsoft Excel or flat files.

Understanding Reference DataReference data represents data that can be used to evaluate the accuracy, usability, and readiness of source data for data migration or other projects. This section provides an overview of the following types of reference data:

♦ Cross-reference values

♦ Valid values

♦ Default values

Cross-Reference ValuesCross-reference values represent a set of data used to establish relationships between data in the source system and the target system. Create reference tables for cross-reference values when you need to associate values between the source and target systems. For example, the source tables use the value ‘California’ to represent the state code. However, the target tables use the value ‘CA.’ You can create a reference table to associate ‘California’ in the source system with the ‘CA’ in the target system.

ExampleYou want to migrate from a PeopleSoft source system to an SAP target system. The customer table in the PeopleSoft system has the following values for the STATE_INFO column:

The target system stores customer information in a different format. The target table SAP_CUSTOMER stores state information in the DOMAIN column:

You need to load customer data from the source system to the target. To avoid errors during migration, associate each value in the source table with the corresponding value in the target table.

Source_Table Source_Column Source_Value

PS_CUSTOMER STATE_INFO Arizona

PS_CUSTOMER STATE_INFO California

PS_CUSTOMER STATE_INFO Texas

PS_CUSTOMER STATE_INFO Utah

Target_Table Target_Column Target_Value

SAP_CUSTOMER DOMAIN AZ

SAP_CUSTOMER DOMAIN CA

SAP_CUSTOMER DOMAIN TX

SAP_CUSTOMER DOMAIN UT

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Use Reference Table Manager to create a reference table that associates the values between the source and target tables. You can create the reference table manually or by importing external data. You can also create tables within the database and register them with Reference Table Manager.

The following table displays the reference table for cross-reference values:

Next, you can create a PowerCenter mapping to look up data in the reference table before transforming the data in source tables and loading into the target tables.

Valid Values Valid values represent a set of data used to qualify data in the source system before migrating to a target system. Create reference tables for valid values when you need to define the valid values for the source system that are acceptable to the target system. You can use the reference table for valid values to filter or correct invalid records in the source system before loading to a target system.

Example The ORDERS table in the source system stores order information. Orders are grouped based on the location from which they were placed. The source system has the field REGION to specify the location:

However the target system is restricted to the following zones:

You can create the following reference table to define valid values:

Source_Table Source_ Column

Source_Value Target_Table Target_

ColumnTarget_Value

PS_CUSTOMER STATE_INFO Arizona SAP_CUSTOMER DOMAIN AZ

PS_CUSTOMER STATE_INFO California SAP_CUSTOMER DOMAIN CA

PS_CUSTOMER STATE_INFO Texas SAP_CUSTOMER DOMAIN TX

PS_CUSTOMER STATE_INFO Utah SAP_CUSTOMER DOMAIN UT

Source Source_Table Source_Column Source_Value

SAP ORDERS REGION KY

SAP ORDERS REGION TX

SAP ORDERS REGION FL

SAP ORDERS REGION ID

SAP ORDERS REGION MN

Target Target_Table Target_Column Target_Value

PSFT ORD14 ZONE East

PSFT ORD14 ZONE West

PSFT ORD14 ZONE North

PSFT ORD14 ZONE South

Source Source_Table Source_Column Valid_Value

SAP ORDERS REGION East

SAP ORDERS REGION West

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Create PowerCenter mappings to filter records in the source table before loading to a target table. You can use a Router transformation to filter and modify the records before loading them into targets.

Default Values Default values represent a set of data used to assign default values to columns in the source system before migrating to target system. Include default values in a reference table when you need to assign default values to source records before loading to targets. You may need to assign default values to records with undefined or null values in the source system if the target system does not accept null or undefined values.

ExampleYou are migrating from a legacy source system to an SAP target system. The ORDER and ITEM tables in the source system have records with undefined values.

The ORDER table has records with the following values:

The ITEM table contains the following values:

You need to load the data from the source tables to target tables in the SAP system. However, the target system does not allow null or undefined values. To avoid errors during migration, assign default values to each of the records with undefined values in the source before loading the data to a target.

You create a reference table of valid values for each source table. In each reference table, you also create one record that contains the default values for all fields in the corresponding source table.

You create the following row of default values in the reference table for the ORDER source table:

You create the following row of default values in the reference table for the ITEM source table:

SAP ORDERS REGION North

SAP ORDERS REGION South

ORDER_ID VOLUME COUNTRY ORD_COMPLETED

OR001 500 US YES

OR003 N/A NO

OR005 890 NO

OR007 265 FR

ITEM_ID ITEM_NAME DESCRIPTION VOLUME

ITEM_001 Paper 1200

ITEM_002 Inkjet

ITEM_003 Toner Laser

VOLUME COUNTRY ORDER_COMPLETED

0 US NO

ITEM_NAME DESCRIPTION VOLUME

N/A N/A 500

Source Source_Table Source_Column Valid_Value

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You create PowerCenter mappings to look up and assign default values to fields in source rows with null or undefined values before loading to the target.

Logging in to Reference Table Manager You can log in to the Reference Table Manager application from the PowerCenter Administration Console or by accessing the Reference Table Manager URL from a browser.

If you access Reference Table Manager from the PowerCenter Administration Console, you do not need to enter the login information again to access the Reference Table Manager application.

To log in to Reference Table Manager with the Reference Table Manager URL, you must have a user name and password.

To log in to Reference Table Manager:

1. Open Microsoft Internet Explorer or Mozilla Firefox.

2. Enter the following URL in the address field for the Reference Table Manager login page:

http(s)://<host>:<port>/rtm

The <host> and <port> represent the host name and port number of the node that runs the Reference Table Manager application.

If the node is configured for HTTPS with a keystore that uses a self-signed certificate, a warning message appears. To enter the site, accept the certificate.

The PowerCenter Reference Table Manager login page appears.

3. Enter the user name and password.

4. Click Login.

Reference Table Manager InterfaceThe Reference Table Manager interface has the following tabs:

♦ Connections. Create, edit, and delete user connections to the reference table staging area. For more information, see “Managing Connections” on page 8.

♦ Reference Tables. Create, edit, and export reference tables. You can also import external reference files. For more information about creating reference tables, see “Creating Reference Tables” on page 10. For more information about managing reference tables, see “Managing Reference Tables” on page 13.

♦ Audit Trail. View audit trail log events. For more information, see “Viewing Audit Trail Log Events” on page 18.

♦ Users. View information about users and privileges. For more information, see “Managing Users” on page 17.

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Managing Connections Before you create or import reference data, use Reference Table Manager to configure the database connection to access the reference table staging area. The reference table staging area stores reference tables that you manage with Reference Table Manager. You can create and manage multiple staging areas to restrict access to the reference tables.

Before you create a connection, set up a database for the reference table staging area. Use appropriate database client tools to set up the database. Verify that the database meets the minimum system requirements. For more information about the minimum system requirements, see “Reference Table Staging Area” on page 2. For more information about setting up a database, see the PowerCenter Configuration Guide.

The following table describes the connection properties that you configure:

By default, a connection is enabled when you create it. You can disable a connection to perform maintenance tasks or to migrate data from test to production.

RELATED TOPICS:♦ “Registering Reference Tables” on page 16

Property Description

Connection Name Name of the connection. The connection name can be between 1 and 100 characters long. It is not case sensitive and cannot include the following special characters:\ / * :? < > " |

Description Description of the connection. The description can be between 1 and 255 characters long.

Type Database type for the reference table staging area: IBM DB2, Microsoft SQL Server, or Oracle.

Host Name Host name for the reference table staging area.

Port Port number for the reference table staging area.

SID / Service Name SID or Service name for Oracle database. You can enter a value for SID or service name in the Database Name field. Enabled if you select the Oracle database.

Database Name The service name for IBM DB2, the SID or service name for Oracle, or the database name for Microsoft SQL Server database.

User Name Database user name to log in to the reference table staging area. The user account must have the appropriate permissions to read and write to the tables in the database. If the user account does not have appropriate permissions, the action menus in the Reference Table Manager can be disabled or can generate errors when you manage the columns and rows in the reference tables.

Password Password for user account to log in to the reference table staging area. Must be in 7-bit ASCII. The password is encrypted when it is saved to the Reference Table Manager repository.

Additional JDBC Parameters

Additional JDBC options. Enter the options in the following format:optionname1 = value; optionname2 = valueFor example, AlternateServers=(<alternateHost>:<port>); LoadBalancing=true

Test Table Name of the test table used to verify the connection to the database. Use this property to test the connection with a table in the database.

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Creating a Connection To create a connection:

1. In Reference Table Manager, click the Connections tab.

2. Click New.

The Create Connection dialog box appears.

3. Enter values for the connection properties.

4. Click Test Connection to test the connection.

A message indicating success or failure of the connection appears.

5. Click OK.

If the connection was successful, the connection you created appears in the left pane.

Editing a Connection You can update connection information. The Reference Table Manager Service uses the updated connection the next time you create or edit reference tables.

When you edit any connection property, except the Description and Test Table properties, you must register the reference table again. For example, you changed the database user name and password for a connection. When you register the reference table, the Reference Table Manager Service updates the Reference Table Manager repository with the updated connection information.

To edit a connection:

1. In Reference Table Manager, click the Connections tab.

2. Select the connection you want to edit.

3. Click Edit to edit the connection.

The Edit Connection dialog box appears.

4. Enter the values for the properties you want to modify.

5. Click Test Connection to test the connection.

A message indicating success or failure of the connection appears.

6. Click OK.

Deleting a Connection When you delete a connection, the user associated with the connection loses access to the reference tables in the reference table staging area. To access the reference tables in Reference Table Manager, create another connection and register the tables again.

To delete a connection:

1. In Reference Table Manager, click the Connections tab.

2. Select the connection you want to delete.

3. Click Delete to delete the connection.

4. Click OK.

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Creating Reference TablesCreate and manage reference tables on the Reference Tables tab. All reference tables are stored in the reference table staging area. Create a connection to the reference table staging area before you create reference tables.

You can use the following methods to create reference tables:

♦ Create reference tables manually.

♦ Create reference tables through import.

♦ Create reference tables externally.

Creating Reference Tables ManuallyYou can create a reference table manually on the Reference Tables tab. The reference table you create has default values for column headers and does not have any content. To add content, add or edit the rows and columns.

To create a reference table manually:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select a connection to connect to the reference table staging area.

3. Click Table > New Table to create a reference table.

The New Table dialog box appears.

4. Configure the following properties:

5. Click OK to create the reference table.

Creating Reference Tables through ImportYou can create reference tables by importing data from external reference files into Reference Table Manager. When you import, the data is stored as reference tables in the reference table staging area.

You can import reference data from files in the following formats:

♦ Microsoft Excel

Property Description

Name Name of the reference table. The Reference Table Manager Service creates a database table with this name. You cannot edit the name of the reference table after you create it. The name can be between 1 to 30 characters long and cannot begin with a number. It is not case sensitive and cannot include the following special characters:\ / * :? < > " |

Display Name Display name of the reference table as it appears in Reference Table Manager. Display name should be more intuitive and descriptive than the table name. The display name can be between 1 to 30 characters long and cannot begin with a number. It is not case sensitive and cannot include the following special characters:\ / * :? < > " |If you do not specify a display name, the Reference Table Manager Service uses the value in the Name field.

Description Description of the reference table.

Number of Columns Number of columns you want to create.

Comments Comments you want to include. The Reference Table Manager Service stores the comments in the audit trail table. You can view the comments on the Audit Trail tab.

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♦ Flat file

To create a reference table through import:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select a connection to specify the location where you want to store the reference tables.

3. Click Table > Import Data into New Table.

The Import Data dialog box appears.

4. Enter the following properties:

5. Click OK.

Property Description

Table Name Name of the reference table you are creating. The Reference Table Manager Service creates a database table with this name. You cannot edit the name of the reference table after you create it. The table name is not case sensitive and cannot include the following special characters:\ / * :? < > " |

Display Name Display name of the reference table as it appears in Reference Table Manager. Display name should be intuitive and descriptive. The display name can be between 1 to 30 characters long and cannot begin with a number. It is not case sensitive and cannot include the following special characters:\ / * :? < > " |If you do not specify a display name, the Reference Table Manager Service uses the value in the Table Name field.

Description Description of the reference table.

Import From Location of the external reference file. Click Browse to navigate to the file you want to import.

Import Field Names from the First Row

If selected, the Reference Table Manager Service uses data in the first row for column names. Select this option if column names appear in the first row. If you do not select this option, Reference Table Manager assigns default values for column names.

Code page Code page of the CSV file to import from. Not required if you import from an Excel file.

Comments Comments that you want to include. The Reference Table Manager Service stores the comments in the audit trail table. You can view the comments on the Audit Trail tab.

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C H A P T E R 2

Using Reference Table Manager

This chapter includes the following topics:

♦ Managing Reference Tables, 13

♦ Registering Reference Tables, 16

♦ Managing Users, 17

♦ Viewing Audit Trail Log Events, 18

Managing Reference Tables You can manage reference data on the Reference Tables tab. You can perform the following tasks on the Reference Tables tab:

♦ Edit and delete reference tables.

♦ Manage columns in reference tables.

♦ Manage rows in reference tables.

♦ Export reference tables.

Editing and Deleting Reference Tables You can edit or delete reference tables on the Reference Tables tab.

To edit a reference table:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select a connection to connect to the reference table staging area.

3. Select the table you want to edit.

4. Click Table > Edit Table to edit the reference table.

5. The Edit Table dialog box appears.

6. Enter the values for display name, description, and comments for the reference table. You cannot modify the table name.

7. Click OK to save the changes to the reference table.

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To delete a reference table:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select a connection to connect to the reference table staging area.

3. Select the table you want to delete.

4. Click Table > Delete Table to delete the reference table.

5. Click Yes to confirm.

6. Click OK.

The Reference Table Manager Service deletes the reference table from the reference table staging area.

Managing Columns in Reference Tables Use Reference Table Manager to add, rename, or delete columns in reference tables. When you create a reference table manually, you specify the number of columns to add. The Reference Table Manager Service creates the columns and assigns default values to the column headers. Use Reference Table Manager to rename the column headers.

To add, edit, or delete columns:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select the connection to connect to the reference table staging area.

3. Select the table you want to edit.

4. Click Go.

The table contents appear.

5. Choose one of the following actions:

6. Configure the following properties when you add or rename columns:

7. Click OK to save the changes.

Managing Rows in Reference Tables Use Reference Table Manager to add, edit, or delete rows in reference tables. You can edit or delete multiple rows at the same time.

Action Select...

Add Click Actions > New Column.

Rename Click Actions > Rename Columns.

Delete Click Actions > Delete Column.

Property Description

Column Name Name of the column you are adding or editing. The column name can be between 1 to 30 characters long and cannot begin with a number. It cannot include the following special characters:\ / * :? < > " |

Comments Comments that you want to include. The Reference Table Manager Service stores the comments in the audit trail table. You can view the comments on the Audit Trail tab.

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To add, edit, or delete a row:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select the connection to connect to the reference table staging area.

3. Select the table you want to edit.

4. Click Go.

The contents of the reference table you selected appear.

5. Choose one of the following methods to manage rows in a reference table:

6. If you create a new row, enter values for the columns and a comment for the row.

7. If you edit a row, enter values for the columns.

8. Click OK to save the changes.

9. To select a default row, click the arrow icon in the row.

Specifying Default ValuesYou can specify a default row in each reference table you manage in Reference Table Manager. The default row contains default values for each column in the reference table. The Reference Table Manager Service saves values from the default row of each reference table to the default value summary table, RTM_REFERENCE_TABLE_DEFAULTS. RTM_REFERENCE_TABLE_DEFAULTS is a reference table for default values that the Reference Table Manager Service creates.

To select a default row, click the arrow icon in the row. You can add or edit default rows.

Action Select...

Add Click New Row.-or-Click Actions > New Row.-or-Click within the table.

Edit Click Edit Rows to edit the selected rows.-or-Click Actions > Edit Selected Rows to edit the selected rows.-or-Click the row you want to edit.

Delete Click Delete Rows.-or-Click Actions > Delete Selected Rows.

Select to make default.

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Exporting Reference Tables You can export the data in reference tables to Microsoft Excel or flat files.

To export reference data:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select the connection to the reference table staging area.

3. Select the table you want to export.

4. Click Go.

The table contents appear.

5. Click Table > Export Data.

The Export Data dialog box appears.

6. Enter the following properties:

7. Click OK.

8. Select the directory where you want to save the external reference file.

9. Click Save.

Registering Reference Tables Register all reference tables that you want to manage with Reference Table Manager. When you register a table with Reference Table Manager, the Reference Table Manager Service saves the metadata about the reference table in the Reference Table Manager repository. The metadata includes connection name, table name, display name, description, comments, date when the table was last modified, and user who last accessed the reference table.

The Reference Table Manager Service registers reference tables that you create manually or through import with Reference Table Manager.

However, you need to register reference tables manually in Reference Table Manager in the following cases:

♦ You want to use an external table as a reference table. For example, you create a reference table using the database client tool.

♦ You create or modify a connection. For example, you create a connection for a new database user in Reference Table Manager. To view contents of existing reference tables in the reference table staging area using a different connection, register the tables. You must register a reference table when you edit any connection property other than description and test table.

Property Description

File Name Name of the file.

File Type Format of the file to which you are exporting: Microsoft Excel or CSV.

Export Field Names as First Row

If selected, Reference Table Manager uses data in the column headers for column names in the export file.

Code Page Code page for the CSV export file. Not available if you export to an Excel file.

Comments Comments that you want to include. The Reference Table Manager Service stores the comments in the audit trail table. You can view the comments on the Audit Trail tab.

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To register a table:

1. In Reference Table Manager, click the Reference Tables tab.

2. Select a connection to connect to the reference table staging area.

3. Select the table you want to register.

4. Click Go.

The Register Reference Table dialog box appears.

5. Enter the following properties:

6. Click OK.

The contents in the reference table appear.

Managing UsersYou can view information about users and privileges for Reference Table Manager on the Users tab. You can manage Reference Table Manager users and privileges in the PowerCenter Administration Console. For more information about managing privileges, see the PowerCenter Administrator Guide.

The Reference Table Manager Service privileges determine the actions that users can perform using Reference Table Manager.

The following table lists the actions that users can perform with the privileges in the Browse privilege group:

Property Description

Display Name Display name of the reference table. The display name can be between 1 to 30 characters long and cannot begin with a number. It is not case sensitive and cannot include the following special characters:\ / * :? < > " |You cannot edit the name of the table in the reference table staging area.

Description Description of the reference table.

Comments Comments that you want to include. The Reference Table Manager Service stores the comments in the audit trail table. You can view the comments on the Audit Trail tab.

Privilege Includes Privileges Grants Users the Ability to

View Audit Trail n/a View the audit trail log events.

Manage Connection n/a View, create, edit, or delete connections.

View User Information n/a View users and their privileges.

View Reference Data n/a View reference tables.Export reference tables.

Manage Reference Data View Reference Data Edit, delete, and export reference tables.

Create Reference Data Manage Reference DataView Reference Data

Create, edit, delete, and export reference tables.Import external reference files.Create, edit, and delete user connections.

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Viewing Audit Trail Log EventsUse the Audit Trail tab to view audit trail log events. Audit trail log events are stored in the Reference Table Manager repository and provide information about reference tables that you manage in Reference Table Manager.

The Audit Trail tab shows the following types of log events:

♦ Create, delete, and rename columns.

♦ Insert, update, and delete rows.

♦ Rename, create, and delete tables.

♦ Import files.

♦ Update default data.

You can configure query options on the Audit Trail tab to filter the log events that you view. You can specify filters on the date range, connection name, table name, user name, and action.

Note: You can get more details about row-level changes in the audit trail log file. The log file lists changes to values in a reference table. For more information, see “Audit Trail Log Files” on page 19.

To view audit trail log events:

1. Click the Audit Trail tab in Reference Table Manager.

2. Specify the date range for the log events you want to view.

Use the From and To query options to select the date range. Use the mm-dd-yyyy format when you enter a date. Optionally, you can use the calendar to choose the date. To use the calendar, click the calender icon.

3. Select the connection name. Default is All.

4. Select the reference table for which you want to view events. Default is All.

5. Select a user. Default is All.

6. Select the action. Default is All.

7. Click Go.

The log events for the specified query options appear.

Configuring the Audit Trail ColumnsThe Reference Table Manager repository stores information about each action performed in Reference Table Manager.

You can view the following columns on the Audit Trail tab:

♦ Connection Name. Name of the connection.

♦ Table Name. Name of the reference table.

♦ Timestamp. Date and time when the action was performed.

♦ Action. Type of action on the reference table.

♦ User Comments. Comments that you included.

To display a column, right-click the column header and select the column you want to display. Click the column to sort the log events by the column.

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Audit Trail Log FilesThe dataInfo.log file lists changes to values in a reference table. For example, the log file contains the following entry:

2008-05-02 12:07:12,432 [sor2] INFO RTMReferenceTableServiceImpl - Table Name:ReferenceData.ValidValuesModified By:adminModified On:Fri May 02 12:07:12 IST 2008Old Value(s) ALTERNATE1 = Alternate1New Value(s) ALTERNATE1 = ALT1

The log file shows that the user ‘admin’ changed the value of the ALTERNATE1 column in the ValidValues reference table from ‘Alternate1’ to ‘ALT1.’ ‘ReferenceData’ is the schema.

The Reference Table Manager Service generates a new audit trail log file when the existing log file reaches 50 KB. You can find the audit trail log files in the following directory:

<PowerCenter install directory>\server\tomcat\temp\<RTM service name>\logs

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A P P E N D I X A

Datatypes in Reference Tables

This appendix includes the following topics:

♦ Datatypes in Reference Tables, 21

Datatypes in Reference Tables The datatypes available in Reference Table Manager depend on how you create the reference tables. When you create a reference table manually or through import, all the columns in the table are stored as VARCHAR datatype in the database.

When you register a reference table created externally, you can view and update the columns with datatypes that Reference Table Manager supports. Reference Table Manager does not display columns with unsupported datatypes.

You can use the database client tools to modify the datatype for a column before using the reference tables in a PowerCenter mapping.

The following table compares IBM DB2 datatypes and transformation datatypes:

Datatype Range Transformation Range

Char(L) 1 to 254 characters String 1 to 104,857,600 characters

Date 0001 to 9999 AD Precision 19; scale 0 (precision to the day)

Date/Time Jan 1, 1753 AD to Dec 31, 9999 AD (precision to the nanosecond)

Decimal(P,S) Precision 1 to 31, scale 0 to 31 Decimal Precision 1 to 28, scale 0 to 28

Float Precision 1 to 15 Double Precision 15

Integer -2,147,483,648 to 2,147,483,647

Integer -2,147,483,648 to 2,147,483,647Precision 10, scale 0

Numeric(P,S) Precision 1 to 31, scale 0 to 31 Decimal Precision 1 to 28, scale 0 to 28

Smallint -32,768 to 32,767 Small Integer Precision 5, scale 0

Varchar Up to 4,000 characters String 1 to 104,857,600 characters

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The following table compares the Microsoft SQL Server datatypes and transformation datatypes:

The following table compares the Oracle datatypes and transformation datatypes:

Datatype Range Transformation Range

Char(L) 1 to 8,000 characters String 1 to 104,857,600 characters

Datetime Jan 1, 1753 AD to Dec 31, 9999 AD Precision 23, scale 3 (precision to 3.33 milliseconds)

Date/Time Jan 1, 1753 AD to Dec 31, 9999 AD (precision to the nanosecond)

Decimal(P,S) Precision 1 to 38, scale 0 to 38 Decimal Precision 1 to 28, scale 0 to 28

Float -1.79E+308 to 1.79E+308 Double Precision 15

Int -2,147,483,648 to 2,147,483,647

Integer -2,147,483,648 to 2,147,483,647Precision 10, scale 0

Numeric(P,S) Precision 1 to 38, scale 0 to 38 Decimal Precision 1 to 28, scale 0 to 28

Real -3.40E+38 to 3.40E+38 Real Precision 7, scale 0

Smallint -32,768 to 32,768 Small Integer Precision 5, scale 0

Varchar(L) 1 to 8,000 characters String 1 to 104,857,600 characters

Datatype Range Transformation Range

Char(L) 1 to 2,000 bytes String 1 to 104,857,600 characters

Date Jan. 1, 4712 BC to Dec. 31, 4712 AD Precision 19, scale 0

Date/Time Jan 1, 1753 AD to Dec 31, 9999 AD (precision to the nanosecond)

Number Precision of 1 to 38 Double Precision of 15

Number(P,S) Precision of 1 to 38, scale of 0 to 38

Decimal Precision of 1 to 28, scale of 0 to 28

Varchar(L) 1 to 4,000 bytes String 1 to 104,857,600 characters

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A P P E N D I X B

Glossary

This appendix includes the following topics:

♦ Glossary of Terms, 23

Glossary of Termsexternal reference fileA Microsoft Excel or flat file that contains reference data. Use Reference Table Manager to import data from external reference files into reference tables.

reference tableA table that contains reference data such as default, valid, and cross-reference values. You can create, edit, import, and export reference data with Reference Table Manager.

Reference Table ManagerA web application used to manage reference tables. You can also manage user connections, and view user information and audit trail logs.

Reference Table Manager repositoryA relational database that stores reference table metadata and information about users and user connections.

Reference Table Manager ServiceAn application service that runs the Reference Table Manager application in the PowerCenter domain.

reference table staging areaA relational database that stores the reference tables. All reference tables that you create or import using Reference Table Manager are stored within the staging area. You can create and manage multiple staging areas to restrict access to the reference tables.

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I N D E X

Aaudit trail logs

configuring columns 18viewing 18

Ccolumns

adding 14deleting 14editing 14renaming 14

connectionsSee also PowerCenter Configuration Guidecreating 9deleting 9disabling 8enabling 8viewing 8

cross-reference valuesdescription 4

DdataInfo.log

description 19directory 19

default rowspecifying in a reference table 15

default value summary tabledescription 3

default valuesdescription 6

Eexport

reference tables 16external reference file

definition 23description 2

LLookup transformation

see PowerCenter Transformation Guide

Pprivileges

See also PowerCenter Administration Guideviewing 17

Rreference table

definition 23deleting 13editing 13exporting 16registering 16supported datatypes 21

Reference Table Managerdefinition 23interface 7logging in 7overview 1

Reference Table Manager repositorydefinition 23description 2

Reference Table Manager Servicedefinition 23description 2

reference table staging areadefinition 23description 2

rowsadding 14deleting 14editing 14

RTM_REFERENCE_TABLE_DEFAULTSdescription 3

Uusers

See also PowerCenter Administration Guideviewing 17

Vvalid values

description 5

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26 Index

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NOTICES

This Informatica product (the “Software”) includes certain drivers (the “DataDirect Drivers”) from DataDirect Technologies, an operating company of Progress Software Corporation (“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 NOT LIMITED 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 OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

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