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Transcript of PC 851 DesignerGuide
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Designer Guide
Informatica PowerCenter(Version 8.5.1)
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Informatica PowerCenter Designer Guide
Version 8.5.1December 2007
Copyright (c) 19982007 Informatica Corporation. All rights reserved.
This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing
restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may bereproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. ThisSoftware is protected by U.S. and/or international Patents and other Patents Pending.
Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and asprovided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR52.227-14 (ALT III), as applicable.
The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please reportthem to us in writing.
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Data Quality, Informatica Data Explorer, Informatica Complex Data Exchange and Informatica On Demand Data Replicator are trademarks or registeredtrademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All o ther company and product names may be tradenames or trademarks of their respective owners.
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This product includes software developed by the Apache Software Foundation (http://www.apache.org/), software copyright 2004-2005 Open Symphony (allrights reserved) and other software which is l icensed under the Apache License, Version 2.0 (the License). You may obtain a copy of the License at http://
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This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved;software copyright, Red Hat Middleware, LLC, all r ights reserved; software copyright 1999-2006 by Bruno Lowagie and Paulo Soares and other software
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Part Number: PC-DEG-85100-0001
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v
Table of Contents
List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Chapter 1: Using the Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Designer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Designer Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Customizing Designer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Configuring General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Configuring Tables Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Configuring Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Configuring Debug Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Configuring Web Service Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Configuring Miscellaneous Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Using Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Displaying a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Customizinga Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Adding Custom Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Navigating the Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Search Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Iconizing and Restoring Workspace Objects . . . . . . . . . . . . . . . . . . . . . . 23
Arranging Workspace Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Zooming the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Viewing the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Designer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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Adding a Reposi tory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Printing the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Viewing the Last Saved Date/Time . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Opening and Closing a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Creating Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Checking Out and In Versioned Objects . . . . . . . . . . . . . . . . . . . . . . . . 28
Searching for Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Entering Descriptions for Repository Objects. . . . . . . . . . . . . . . . . . . . . 29
Viewing and Comparing Versioned Repository Objects . . . . . . . . . . . . . . 30
Reverting to a Previous Object Version . . . . . . . . . . . . . . . . . . . . . . . . . 31
Copying Designer Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32Exporting and Importing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Work ing wi th Multiple Ports or Columns . . . . . . . . . . . . . . . . . . . . . . . 33
Renaming Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using Shortcut Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Previewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Working with Metada ta Exte nsions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Creating Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Editing MetadataExtensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Deleting Metadata Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Using Business Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Adding Business Names to Source s or Target s . . . . . . . . . . . . . . . . . . . . . 42
Displaying Business Names in the Navigator . . . . . . . . . . . . . . . . . . . . . 42
Displaying Business Names as Column Names . . . . . . . . . . . . . . . . . . . .43
Using Business Names as Port Names in Source Qualifiers . . . . . . . . . . .43
Using Business Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Specifying the Documentation Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Creating Links to Documentation Files . . . . . . . . . . . . . . . . . . . . . . . . . 45
Viewing Business Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Viewing Mapplet and Mapping Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . .47Viewing a Mapplet Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . .47
Viewing a Mapping Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . 47
Chapter 2: Working with Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Overv iew . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Updating Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
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Creating Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Work ing wi th Relational Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Importing a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . 54
Updating a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . . 58
Work ing wi th COBOL Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Importing COBOL Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Working with COBOL Copybooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Steps to Import a COBOL Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Components in a COBOL Source File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
FD Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66OCCURS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
REDEFINES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Configuring COBOL Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Configuring the Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Configuring Advanced Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Configuring the Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Importing a Microsoft Excel Source Definition . . . . . . . . . . . . . . . . . . . . . . 73
Defining Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Formatting Columns of Numeric Data . . . . . . . . . . . . . . . . . . . . . . . . . 74
Steps to Import a Microsoft Excel Source Definition . . . . . . . . . . . . . . . 74
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Chapter 3: Working with Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Creating Sessions with Flat File Sources and Targets . . . . . . . . . . . . . . . . 80
Importing Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Selecting Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Changing Display Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Importing Fixed-Width Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Importing Delimited Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Editing Flat File Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Editing Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Editing Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Updating Fixed-Width File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 95Updating Delimited File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
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Formatting Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Formatting Numeric Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Formatting Datetime Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Defining Default Datetime and Numeric Formats . . . . . . . . . . . . . . . . 112
Working with Fil e Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Working wi th Shift-Sen sitive Flat Fil es . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Importing Flat Files with Shift Keys . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Importing Flat Files without Shift Keys . . . . . . . . . . . . . . . . . . . . . . . . 115
Working with Multibyte Data in Fixed-Width Targets . . . . . . . . . . . . . . . . . 117
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Chapter 4: Working with Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Creating Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Maintaining Targets and Target Definitions . . . . . . . . . . . . . . . . . . . . . 120
Target Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Special Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121Importing a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Importing a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . 123
Creating a Target Definition from a Source Definition . . . . . . . . . . . . . . . . 126
Creating a Target Definition from a Relational Source . . . . . . . . . . . . . 126
Creating a Target Definition from a Flat File Source . . . . . . . . . . . . . . . 126
Creating a Normalized Target from a COBOL Source . . . . . . . . . . . . . . 126
Steps to Create a Target Definition from a Source Definition . . . . . . . . 128
Creating a Target Definition from a Transformation . . . . . . . . . . . . . . . . . . 129
Creating a Target from a Transformation with One Output Group . . . . 129
Creating a Target from a Transformation with Multiple Output Groups. 130
Creating a Target from a Normalizer Transformation . . . . . . . . . . . . . . 131
Creating a Target from a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Transformation and Target Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . 132
Steps to Create a Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Manually Creating a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Maintaining Relational Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . 136
Reimporting a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . 137
Creating a Primary Key-Foreign Key Relationship . . . . . . . . . . . . . . . . 138
Editing Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Editing Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
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Defining Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Creating a Target Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
SQL DDL Commands in the Designer . . . . . . . . . . . . . . . . . . . . . . . . 145
Dropping and Recreating Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Recreating Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Chapter 5: Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Object Dependency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Developing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Work ing wi th Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Creating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Opening a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Copying a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Copying Mapping Segments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Copying Mapping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Exporting and Importing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Editing a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Debugging a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Deleting a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Viewing Link Paths to a Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Viewing Source Column Dependencies . . . . . . . . . . . . . . . . . . . . . . . . 158
Connecting Mapping Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Options for Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Rules and Guidelines for Connecting Mapping Objects . . . . . . . . . . . . 162
Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Manually Linking Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Linking Ports by Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Linking Ports by Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Propagating Port Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Understanding Dependency Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Propagating Dependencies in a Link Path . . . . . . . . . . . . . . . . . . . . . . 169
Propagating Implicit Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Propagated Attributes by Transformation . . . . . . . . . . . . . . . . . . . . . . . 171
Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173Steps to Propagate Port Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
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Working with Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Working with Relational Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . 178
Working with Trans formations in a Mapping . . . . . . . . . . . . . . . . . . . . . . . 180
Working with Mapplets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Working with Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Configuring Relational Targets in a Mapping . . . . . . . . . . . . . . . . . . . . 182
Configuring Flat File Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . 182
Configuring XML Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . . 183
Setting the Target Load Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Creating Target Files by Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Configuring the Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185Configuring the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Running the Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Working with Relational Targets in a Mapping . . . . . . . . . . . . . . . . . . . . . . 188
Rejecting Truncated and Overflow Data . . . . . . . . . . . . . . . . . . . . . . . . 189
Configuring the Target Update Override . . . . . . . . . . . . . . . . . . . . . . . 189
Configuring the Table Name Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Adding Pre- and Post-Session SQL Commands . . . . . . . . . . . . . . . . . . . 192
Overrid ing the Target Table Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Validating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Connection Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Expression Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Object Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Data Flow Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Steps to Validate a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Chapter 6: Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Understanding Mapplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . 203
Mapplet Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Mapplet Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Viewing Mapplet Input and Output . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Using the Mapplet Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Creating a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
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Validating Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Editing Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Mapplets and Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Using Mapplets in Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Creating and Configuring Mapplet Ports . . . . . . . . . . . . . . . . . . . . . . 210
Connecting to Mapplet Input Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Connecting to Mapplet Output Groups. . . . . . . . . . . . . . . . . . . . . . . . 211
Viewing the Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Setting the Target Load Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Pipeline Partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Chapter 7: Mapping Parameters and Variables. . . . . . . . . . . . . . . . . 215
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Mapping Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217Using Mapping Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . 217
Initial and Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Using String Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . . . 219
Using Datetime Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . 219
Code Page Relaxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Mapping Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Step 1. Create a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Step 2. Use a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Step 3. Define a Parameter Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Variable Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Variable Datatype and Aggregation Type . . . . . . . . . . . . . . . . . . . . . . . 227
Variable Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Mapping Variables in Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Using Mapping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Defining Expression Strings in Parameter Files . . . . . . . . . . . . . . . . . . . . . . 234
Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
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Chapter 8: Working with User-Defined Functions . . . . . . . . . . . . . .237
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Creating User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Configuring a User-Defined Function Name . . . . . . . . . . . . . . . . . . . . 240
Configuring the Function Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Configuring Public Functions that Contain Private Functions . . . . . . . . 240
Steps to Create a User-Defined Function . . . . . . . . . . . . . . . . . . . . . . . 241
ManagingUser-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Editing User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Deleting User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Exporting User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Validating User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Copying and Deploying User-Defined Functions . . . . . . . . . . . . . . . . . 243
Creating Expressions with User-Defined Functions . . . . . . . . . . . . . . . . . . . 244
Chapter 9: Using the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Debugger Session Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Debug Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Creating Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Selecting the Instance Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Creating Error Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251Creating Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Entering the Data Breakpoint Condition . . . . . . . . . . . . . . . . . . . . . . 252
Steps to Enter Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Editing a Breakpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Configuring the Debugger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Step 1. Debugger Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Step 2. Select Integration Service and Session Type . . . . . . . . . . . . . . . . 259
Step 3. Select Session Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Step 4. Set Session Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Step 5. Set Target Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Running the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Initializing State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Running State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266
Paused State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
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Debugger Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Working with Persi sted Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Designer Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Monitoring the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Monitoring Debug Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Monitoring Transformation Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Continuing the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Monitoring Target Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Monitoring the Debug Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Using the Workflow Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Modifying Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Evaluating Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Evaluating Expressions Using Mapping Variables . . . . . . . . . . . . . . . . . 281
Steps to Evaluate Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Copying Breakpoint Information and Configuration . . . . . . . . . . . . . . . . . 284
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Chapter 10: Viewing Data Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Viewing Data Lineage Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
Configuring Data Lineage Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Running Data Lineage from the Designer . . . . . . . . . . . . . . . . . . . . . . . . . 290
Data Lineage Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Chapter 11: Comparing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Comparing Sources, Targets,and Transformations . . . . . . . . . . . . . . . . 295
ComparingMappings and Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . 296
Chapter 12: Managing Business Components . . . . . . . . . . . . . . . . . 299
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Business Components as Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Business Component Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Creating Links to Business Component Documentation . . . . . . . . . . . . 302
Creating a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 303
Editing a Business Component Directory . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Deleting a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 306
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Copying a Directory or Business Component . . . . . . . . . . . . . . . . . . . . . . . 307
Chapter 13: Creating Cubes and Dimensions . . . . . . . . . . . . . . . . . . 309
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Understanding Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . . 310
Key Elements of Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . 311
Creating a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Step 1. Create a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Step 2. Add Levels to the Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Step 3. Add Hierarchies to the Dimension . . . . . . . . . . . . . . . . . . . . . . 315
Step 4. Add Levels to the Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . 316Creating a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Editing a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Editing a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Deleting a Cube or Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Opening and Closing a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Viewing Metadata for Cubes and Dimensions. . . . . . . . . . . . . . . . . . . . . . . 325Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Chapter 14: Using the Mapping Wizards . . . . . . . . . . . . . . . . . . . . . . 327
Maintaining Star Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Understanding the Mapping Wizards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Using the Getting Started Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330Using the Slowly Changing Dimensions Wizard . . . . . . . . . . . . . . . . . . 331
Choosing Sources for the Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Creating a Simple Pass Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . 333
Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Steps to Create a Simple Pass Through Mapping . . . . . . . . . . . . . . . . . 334
Customizing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
Configuring a Simple Pass Through Session . . . . . . . . . . . . . . . . . . . . . 335
Creating a Slowly Growing Target Mapping . . . . . . . . . . . . . . . . . . . . . . . . 336
Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .336
Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Steps to Create a Slowly Growing Target Mapping . . . . . . . . . . . . . . . . 337
Configuring a Slowly Growing Target Session . . . . . . . . . . . . . . . . . . . 340
Creating a Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 341Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .341
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Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Steps to Create a Type 1 Dimension Mapping . . . . . . . . . . . . . . . . . . . 344
Configuring a Type 1 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . 347
Creating a Type 2 Dimension/Version Data Mapping . . . . . . . . . . . . . . . . . 348
Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Numbering Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Steps to Create a Type 2 Dimension/Version Data Mapping . . . . . . . . . 352
Customizing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Configuring a Type 2 Dimension/Version Data Session . . . . . . . . . . . . 357
Creating a Type 2 Dimension/Flag Current Mapping . . . . . . . . . . . . . . . . . 358Flagging the Current Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Steps to Create a Type 2 Dimension/Flag Current Mapping . . . . . . . . . 363
Configuring a Type 2 Dimension/Flag Current Session. . . . . . . . . . . . . 365
Creating a Type 2 Dimension/Effective Date Range Mapping . . . . . . . . . . . 366
Maintaining the Effective Date Range . . . . . . . . . . . . . . . . . . . . . . . . . 366
Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Steps to Create a Type 2 Dimension/Effective Date Range Mapping . . . 371
Configuring a Type 2 Dimension/Effective Date Range Session . . . . . . 373
Creating a Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Saving Previous Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Handling Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Marking the Effective Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Understanding the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Steps to Create a Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . 378
Configuring a Type 3 Dimension Session. . . . . . . . . . . . . . . . . . . . . . . 381
Creating Targets in the Target Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 382Scheduling Sessions and Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Appendix A: Datatype Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Bigint Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388Binary Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
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Date/Time Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Decimal and Double Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
String Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
IBM DB2 and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Informix and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Microsoft SQL Server and Transformation Datatypes . . . . . . . . . . . . . . . . . 397
Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398Oracle and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
Number(P,S) Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
Char, Varchar, Clob Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Sybase and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Teradata and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Unsupported Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
ODBC and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
COBOL and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Flat File and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Number Datatype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
XML and Trans formation Data types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Converting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Port-to-Port Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Converting Strings to Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Converting Strings to Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
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List of Figures
Figure 1-1. Designe r Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Figure 1-2. Overvie w Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Figure 1-3. Customize Dialog Box Too ls Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Figure 1-4. Full Scree n View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Figure 1-5. Query Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Figure 1-6. Multiple V ersions of an Objec t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Figure 1-7. Display Business Names in the Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Figure 1-8. Using Root Variable as Part of the Documentation Link . . . . . . . . . . . . . . . . . . . 46
Figure 2-1. Configuring the IBM COMP Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Figure 2-2. Sample COBOL Source Definition with OCCURS . . . . . . . . . . . . . . . . . . . . . . . 70
Figure 2-3. COBOL Source Def inition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Figure 3-1. Flat File Target Definition Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Figure 3-2. Targe t Definition Column Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Figure 3-3. Fixed-Wi dth File Properties D ialog Box for Sources . . . . . . . . . . . . . . . . . . . . . . . 96
Figure 3-4. Fixed-Width File Pr operties Dialog Box for Targets . . . . . . . . . . . . . . . . . . . . . . . 96
Figure 3-5. Delimite d File Properties Dialog Box for Sources . . . . . . . . . . . . . . . . . . . . . . . . 100
Figure 3-6. Delimited File Propert ies Dialog Box for Targets . . . . . . . . . . . . . . . . . . . . . . . . 100Figure 3-7. Column Format Settings Dialog Box for Number Columns . . . . . . . . . . . . . . . . 105
Figure 3-8. Numeric Formatting Options Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Figure 3-9. Format Options for Numeric Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . . 108
Figure 3-10. Column Format Settings Dialog Box for Date time Columns . . . . . . . . . . . . . . . 109
Figure 3-11. Da tetime Formattin g Options Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Figure 3-12. Format Optio ns for Datetime Flat File Columns . . . . . . . . . . . . . . . . . . . . . . . 111
Figure 4-1. Sample COBOL Source Definition with OCCURS . . . . . . . . . . . . . . . . . . . . . . 127
Figure 4-2. Target Definitions Created from a COBOL Source . . . . . . . . . . . . . . . . . . . . . . 127
Figure 4-3. Target Definition Table Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Figure 4-4. Targe t Definition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Figure 4-5. Target Definition Index Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Figure 5-1. Sample M apping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Figure 5-2. Mapping Obj ect Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Figure 5-3. Field Dependen cies Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Figure 5-4. Example of Input, Output, and Input/Output Ports . . . . . . . . . . . . . . . . . . . . . 160
Figure 5-5. Link One Port to Multiple Transfo rmations . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Figure 5-6. Link Multip le Transformations to One Target . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Figure 5-7. Link by Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Figure 5-8. Propagate Po rt Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Figure 5-9. Source Qualifier Transformation in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . 176
Figure 5-10. Properties Tab for Relational Sources in a Mapping . . . . . . . . . . . . . . . . . . . . . 178
Figure 5-11. Mapple t Display in Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Figure 5-12. Target Load Order Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
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Figure 5-13. Connecting a Flat File FileName Port in a Mapping . . . . . . . . . . . . . . . . . . . . .187
Figure 5-14. Relational Target Properties Tab in the Mapping Designer . . . . . . . . . . . . . . . . .188
Figure 5-15. Sample Mapping for Target Update Override . . . . . . . . . . . . . . . . . . . . . . . . . .189
Figure 5-16. Inval id Mappings with Blocking Transformations . . . . . . . . . . . . . . . . . . . . . . .196
Figure 5-17. Sample Ma ppings with Blocking Transforma tions . . . . . . . . . . . . . . . . . . . . . . .196
Figure 6-1. Sample Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204
Figure 6-2. Sample M applet in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204
Figure 6-3. Expanded Mapplet in a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205
Figure 6-4. Source Qualifier Providing M applet Source Data . . . . . . . . . . . . . . . . . . . . . . . . .211
Figure 7-1. Mapping Parameters in the SQL E ditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224
Figure 7-2. Mapping Parameters in the Expression Editor . . . . . . . . . . . . . . . . . . . . . . . . . . .224
Figure 7-3. Setting a Mapping Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .232
Figure 8-1. Sample User-Defined Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238
Figure 8-2. Edit User-Defined Function Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239
Figure 8-3. User-Defined Functions Tab of the Expression Editor . . . . . . . . . . . . . . . . . . . . .244
Figure 9-1. Debugg er Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .248
Figure 9-2. Breakpoin t Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249
Figure 9-3. Breakpoin t Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .250
Figure 9-4. Multipl e Conditions With in a Single Breakpoint . . . . . . . . . . . . . . . . . . . . . . . . .253
Figure 9-5. Multipl e Breakpoints With in a Single Tran sformation . . . . . . . . . . . . . . . . . . . . .253Figure 9-6. Selecting a Port for Breakpoint C ondition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .255
Figure 9-7. Operato rs for Global Breakpoint Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . .255
Figure 9-8. Debugg er Wizard Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .259
Figure 9-9. Debugger Wizard Integ ration Service and Session Type . . . . . . . . . . . . . . . . . . . .260
Figure 9-10. Debugger Wiza rd Select Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .261
Figure 9-11. Debugger Wiza rd Source and Target Connections . . . . . . . . . . . . . . . . . . . . . . .262
Figure 9-12. Debugger Wizard Source Reader and Target Writer Prope rties . . . . . . . . . . . . . .262
Figure 9-13. Debugger Wiza rd Source and Target Prope rties . . . . . . . . . . . . . . . . . . . . . . . . .263
Figure 9-14. Debugger Wizard Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .263
Figure 9-15. Debugger Wiza rd Target Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265
Figure 9-16. M applet Instance Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265
Figure 9-17. Debug Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .271
Figure 9-18. Sample Instance Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .272
Figure 9-19. T ransformations with Port Proces sing Indicators . . . . . . . . . . . . . . . . . . . . . . . .273
Figure 9-20. Debugger Target Data Display Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .274
Figure 9-21. Debugger Sessions in Workflow Monitor Task View . . . . . . . . . . . . . . . . . . . . .277
Figure 9-22. Instanc e Window for Router Transforma tion . . . . . . . . . . . . . . . . . . . . . . . . . .279
Figure 9-23. Debugger Expre ssion Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .281
Figure 9-24. Debugger Expre ssion Evaluation w ith Mapping Variables . . . . . . . . . . . . . . . . . .282
Figure 9-25. Debugger Expre ssion Evaluation w ith Mapping Variables . . . . . . . . . . . . . . . . . .283
Figure 9-26. Debug Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .286
Figure 10-1. Example of Data Lineage for a PowerCenter Mapping . . . . . . . . . . . . . . . . . . . .291Figure 11-1. Result of Comparing Two Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .295
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Figure 12-1. Busines s Component Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Figure 14-1. Sample Star Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Figure 14-2. Simple Pass Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Figure 14-3. Slowly Growing Target Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Figure 14-4. Type 1 Dimension M apping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Figure 14-5. Type 2 Dimension/Version Data Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Figure 14-6. Type 2 Dimension/F lag Current Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Figure 14-7. Type 2 Dimension/Effectiv e Date Range Mapping . . . . . . . . . . . . . . . . . . . . . . 368
Figure 14-8. Type 3 Dimension M apping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376
Figure 14-9. Workflow for Load ing Dimension and Fact Tables . . . . . . . . . . . . . . . . . . . . . . 383
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List of Tables
Table 1-1. Des igner Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Table 1-2. Metadata Extension Attribute s in the Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Table 1-3. Creating Documenta tion Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Table 2-1. Special Cha racter Behavior in Relational Sourc es . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Table 2-2. Special Cha racter Behavior in Non-Relat ional Sources . . . . . . . . . . . . . . . . . . . . . . 52
Table 2-3. Ma pping Impact for Updat ed Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Table 2-4. COBOL File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Table 2-5. COBOL Source De finition Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Table 3-1. Fix ed-Width File Propertie s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Table 3-2. Nu ll Character Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Table 3-3. Del imited File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Table 3-4. Precision and Field Width Definition s for Flat File Definition s . . . . . . . . . . . . . . 104
Table 4-1. Special Cha racter Behavior in Relational Ta rgets . . . . . . . . . . . . . . . . . . . . . . . . . 121
Table 4-2. Special Char acter Behavior in Non-Relatio nal Targets . . . . . . . . . . . . . . . . . . . . . 122
Table 4-3. Transfo rmation and Database Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Table 4-4. Objec ts You Can Use to Create Targets in the Target Designe r. . . . . . . . . . . . . . . 133
Table 4-5. Mapping Imp act for Updated Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . 136Table 5-1. Propagated Attributes b y Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Table 5-2. Propagate Port Attribu tes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Table 7-1. Default Values for Mapping Parameters and Variables Based on Datatype . . . . . . . 218
Table 7-2. Options for Declaring Mapping Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Table 7-3. Va riable Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Table 7-4. Options for Creating M apping Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Table 8-1. User-Defined Function Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Table 8-2. Managing User-Defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Table 9-1. Da ta Breakpoint Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Table 9-2. Condition Parameters for Data Breakpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Table 9-3. Deb ug Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Table 9-4. Deb ugger Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Table 9-5. Sample Debug Log M essages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Table 9-6. Workflow Monitor Display Names for Debug Session Types . . . . . . . . . . . . . . . . 276
Table 13-1. Key Elements o f Multi-Dimensional Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Table 14-1. Getti ng Started Mapping Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Table 14-2. Slowly Changing Dimen sions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Table 14-3. Function of Each Transformation in the Simple Pass Through Mapping . . . . . . . 334
Table 14-4. Function of Each Transformation in the Slowly Growing Target Mapping . . . . . 337
Table 14-5. Function of Each Transformation in the Type 1 Dimension Mapping . . . . . . . . . 343
Table 14-6. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Table 14-7. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344Table 14-8. Transformation Functions in the Type 2 Dimension/Version Data Mapping . . . . 351
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Table 14-9. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .351
Table 14-10. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .352
Table 14-11. Transformation Functions in the Type 2 Dimension/Flag Current Mapping . . . .361
Table 14-12. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .362
Table 14-13. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .362
Table 14-14. Data Flow to Update Ex isting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .363
Table 14-15. Type 2 Dimension/Effective Date Range Mapping . . . . . . . . . . . . . . . . . . . . . . .369
Table 14-16. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .370
Table 14-17. Data Flow for Changed Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .370
Table 14-18. Data Flow to Update Ex isting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .371
Table 14-19. Type 3 Dimension Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .377
Table 14-20. Data Flow for New Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .377
Table 14-21. Data Flow for Exist ing Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .378Table A-1. Trans formation Datatype s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .387
Table A-2. Integration Serv ice Processing of Bigint Value s without High Precision . . . . . . . . .388
Table A-3. Conversion of Decimal and String Values to Bigint without High Precision . . . . . .389
Table A-4. Integration Serv ice Processing of Bigint Value s with High Precision . . . . . . . . . . . .389
Table A-5. Integration Service Decima l Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .391
Table A-6. IBM DB2 and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .393
Table A-7. Informix and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .395Table A-8. Informix and Transformation Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . .396
Table A-9. Microsoft SQL Server and Transformation Data types . . . . . . . . . . . . . . . . . . . . . .397
Table A-10. Microsoft SQL Server and Transformation Datatype Synonyms . . . . . . . . . . . . . .398
Table A-11. Oracle and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .399
Table A-12. Sybase and Transformation Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .401
Table A-13 . Sybase and Transformation Datatype Synonyms . . . . . . . . . . . . . . . . . . . . . . . . .402
Table A-14 . Teradata and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .403
Table A-15. Teradata and Transformation Datatype Synonyms. . . . . . . . . . . . . . . . . . . . . . . .403
Table A-16. ODBC and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .405
Table A-17. COBOL and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .406
Table A-18 . Flat File and Transformation Datatypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .407
Table A-19 . Port-to-Port Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .409
Table A-20 . Converting Strings to Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .410
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Preface
The Designer Guideis written for developers and software engineers responsible forimplementing a data warehouse. The Designer Guideassumes that you have a solidunderstanding of your operating systems, relational database concepts, and database engines,flat files, or mainframe system in your environment. This guide also assumes that you arefamiliar with the interface requirements for your supporting applications.
I f ti R
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Informatica Resources
Informatica Customer Portal
As an Informatica customer, you can access the Informatica Customer Portal site athttp://my.informatica.com. The site contains product information, user group information,newsletters, access to the Informatica customer support case management system (ATLAS),the Informatica Knowledge Base, Informatica Documentation Center, and access to theInformatica user community.
Informatica Web Site
You can access the Informatica corporate web site at http://www.informatica.com. The sitecontains information about Informatica, its background, upcoming events, and sales offices.
You will also find product and partner information. The services area of the site includesimportant information about technical support, training and education, and implementationservices.
Informatica Knowledge Base
As an Informatica customer, you can acce ss the Informatica Knowledge Base athttp://my.informatica.com. Use the Knowledge Base to search for documented solutions toknown technical issues about Informatica products. You can also find answers to frequentlyasked questions, technical white papers, and technical tips.
Informatica Global Customer Support
There are many ways to access Informatica Global Customer Support. You can contact a
Customer Support Center through telephone, email, or the WebSupport Service.
Use the following email addresses to contact Informatica Global Customer Support:
[email protected] for technical inquiries
[email protected] for general customer service requests
WebSupport requires a user name and password. You can request a user name and password athttp://my.informatica.com.
U h f ll i l h b I f i Gl b l C S
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Preface xxv
Use the following telephone numbers to contact Informatica Global Customer Support:
North America / South America Europe / Middle East / Africa Asia / Austral ia
Informatica Corporation
Headquarters
100 Cardinal WayRedwood City, California
94063
United States
Toll F ree
+1 877 463 2435
Standard Rate
United States: +1 650 385 5800
Informatica Software Ltd.
6 Waltham Park
Waltham Road, White WalthamMaidenhead, Berkshire
SL6 3TN
United Kingdom
Toll Free
00 800 4632 4357
Standard Rate
Belgium: +32 15 281 702
France: +33 1 41 38 92 26Germany: +49 1805 702 702
Netherlands: +31 306 022 797
United Kingdom: +44 1628 511 445
Informatica Business Solutions
Pvt. Ltd.
Diamond DistrictTower B, 3rd Floor
150 Airport Road
Bangalore 560 008India
Toll Free
Austral ia: 1 800 151 830
Singapore: 001 800 4632 4357
Standard Rate
India: +91 80 4112 5738
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1
C h a p t e r 1
Using the Designer
This chapter includes the following topics:
Overview, 2
Customizing Designer Options, 5
Using Toolbars, 17
Adding Custom Tools, 19
Navigating the Workspace, 21
Designer Tasks, 27
Previewing Data, 36
Working with Metadata Extensions, 38
Using Business Names, 42
Using Business Documentation, 45
Viewing Mapplet and Mapping Reports, 47
Overview
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2 Ch apter 1: Usi ng the Designer
Overview
The Designer has tools to help you build mappings and mapplets so you can specify how tomove and transform data between sources and targets. The Designer helps you create source
definitions, target definitions, and transformations to build the mappings.The Designer lets you work with multiple tools at one time and to work in multiple foldersand repositories at the same time. It also includes windows so you can view folders, repositoryobjects, and tasks.
You can configure general Designer sett ings, such as background color and font. You can alsoconfigure specific tool settings for each Designer tool.
Designer ToolsThe Designer provides the following tools:
Source Analyzer. Use to import or create source definitions for flat file, XML, COBOL,Application, and relational sources.
Target Designer. Use to import or create target definitions.
Transformation Developer. Use to create reusable transformations.
Mapplet Designer. Use to create mapplets.
Mapping Des igner. Use to create mappings.
Designer Windows
The Designer consists of the following windows:
Navigator. Use to connect to and work in multiple repositories and folders. You can alsocopy and delete objects and create shortcuts using the Navigator.
Workspace. Use to view or edit sources, targets, mapplets, transformations , and mappings.You work with a s ingle tool at a time in the workspace, which has two formats: defaul t andworkbook. You can view multiple versions of an object in the workspace.
Status bar. Displays the status of the operation you perform.
Output. Provides details when you perform certain tasks, such as saving work or validating
a mapping. Right-click the Output window to access window options, such as printingoutput text, saving text to file, and changing the font size.
Overview. An optional window to simplify viewing workbooks containing large mappingsor a large number of objects. Outlines the visible area in the workspace and highlightsselected objects in color. To open the Overview window, click View > Overview Window.
Instance Data. View transformation data while you run the Debugger to debug amapping. For more information, see Using the Debugger on page 245.
Target Data. View target data while you run the Debugger to debug a mapping. For moreinformation, see Using the Debugger on page 245.
You can view a list of open windows and switch from one window to another in the Designer.
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Overview 3
p gTo view the list of open windows, click Window > Windows.
Figure 1-1 shows the Designer windows:
Figure 1-1. Designer Windows
Output
Navigator
Status Bar Workspace
Figure 1-2 shows the Overview window:
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4 Ch apter 1: Usi ng the Designer
Figure 1-2. Overview Window
Visible Area in Workspace
Selected Objects in Color
Customizing Designer Options
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Customizing Designer Options 5
Cus o g es g e Op o s
You can customize how the Designer displays general information, tables, and tools. TheDesigner lets you specify display options including the background color of the tools, theorganization of the navigator window, and the font used in different tools. You can alsospecify other options such as whether the Source Analyzer imports primary keys. Somechanges require you to restart the Designer to apply the changes. The Designer warns you ifyou need to restart the program.
You can customize the following options in the Designer:
General. You can customize general display options, XML import, file directories, and theorganization of the Navigator window. For more information, see Configuring General
Options on page 5. Tables. You can customize the columns, size, and behavior of table definitions. For more
information, see Configuring Tables Options on page 7.
Format. You can customize the color, font, and other format options of Designer tools. Formore information, see Configuring Format Options on page 9.
Debug. You can customize display and TCP/IP options of the Debugger. For moreinformation, see Configuring Debug Options on page 12.
Web services. You can customize backward compatibility and WSDL creation options forthe Web Services Hub. For more information, see Configuring Web Service Options onpage 13.
Miscellaneous. You can customize the available functions for the Copy Wizard andcheckouts. For more information, see Configuring Miscellaneous Options on page 15.
Configuring General Options
You can configure general options for the Navigator window, the Display window, anddirectories.
To customize general options:
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1. Click Tools > Options.
2. Click the General tab.
3. You can configure the following general options:
General Option Description
Reload Tables/Mappingswhen Opening a Folder
Reloads the last view of a tool when you open it. For example, if you have a mappingopen when you disconnect from a repository, and you select this option, the next time
you open the folder and the Mapping Designer, the same mapping displays.
Ask Whether to Reloadthe Tables/Mappings
Appears only when you select Reload Tables/Ma ppings when Opening a Folder.Select to have the Designer prompt you to reload objects each time you open a
folder.
Display Tool Names onViews
Displays the name of the tool in the upper left corner of the workspace or workbook.
Delay Overview Window
Pans
By default, when you drag the focus of the Overview window, the focus of the
workbook moves concurrently. When you select this option, the focus of the
workspace does not change until you release the mouse button.
General Option Description
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Customizing Designer Options 7
Configuring Tables Options
You can configure the columns, size, and behavior of table definitions.
Receive Notifications
from Repository Service
You can receive notification messages in t he Designer and view them in the Output
window. Notification messages include information about objects that another usercreates, modifies, or deletes. You receive notifications about mappings, mapplets,
shortcuts, source definitions, target definitions, and transformations. The Repository
Service notifies you of the changes so you know objects you are working with may beout of date. For the Designer to receive a notification, the f older containing the object
must be open in the Navigator. For the Designer to receive notification of a
modification or deletion, the object must be open in the workspace. You also receiveuser-created notifications posted by t he user who manages t he Repository Service.
Default is enabled.
Save All MX Data Saves all MX data when you save mappings in the Designer. Select this option to use
MX views for third-party repository tools.When you save MX data for mappings, PowerCenter creates a field expression for
each target field in the mappings. These expressions are different from thetransformation expressions you create in the Expression Editor.
Default is disabled.
For more information about MX views, see Using Metadata Exchange (MX) Views
in the Repository Guide.Note: Saving MX data can impact repository performance. Use this option only when
you want to use MX views.
Save Only Source/TargetDependencies
Saves only dependency-related MX data when you save mappings in the Designer.Select this option if you do not need to view expressions of fields in MX views, but
you use the Repository Manager to view source/target dependencies. Default is
cleared.
Group Source by
Database
Displays sources grouped by database in the Navigator. Otherwise, sources appear
in alphabetic order by source name, with the database name in parentheses.
Display Sources Using
Business Names
Displays sources by business names in t he Navigator. If you enable the option to
display sources by business names, the N avigator displays the business names first,and then the source type name and table name in parentheses.
Display Targets UsingBusiness Names
Displays targets by business names in t he Navigator. If you enable the option todisplay targets by business names, the N avigator displays the business names first,
then the target type name and table name in parentheses.
Workspace File The di rectory for workspace f iles created by the Designer. Workspace f iles mainta in
the last source or target you opened, or the last mapping you saved. This directory
should be a local directory to prevent file corruption or overwrites by multiple users.By default, the Designer creates files in the installation directory.
HTML Documentation
Path or URL
HTML or URL path to enter links to business documentation.
To customize table definition options:
Cli k T l O i
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1. Click Tools > Options.
2. Click the Tables tab.
3. From the Tables list, select the repository object you want to customize.
The Columns section lists available display parameters for each repository object. Use the
up and down arrows to change the display order of the columns.4. You can configure the following options for the selected object type:
Tables Option Tool Availability Description
Columns DefaultWidth
All t ools Default width of table columns in bytes.
Colu mns Available All t ools Columns th at are available to display when t he repository object is
full-size.
Columns Selected All tools Columns that appear in the Designer when the repository object isfull-size. To display a column, select it in the Columns Available list
and click the double-arrow button to move the column into the
Columns Selected list. You can also delete columns and changethe order in which they appear.
Tools All tools Select the Designer tool you want to customize.
Import PrimaryKeys - Source Analyzer- Target Designer The Designer imports primary keys for relational source or targetdefinitions.
Tables Option Tool Availability Description
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Customizing Designer Options 9
Some options on the Tables tab are disabled, depending on the tool that you select toedit. Click Reset All to revert to de fault setting for this tab.
5. Repeat steps 3 to 4 for each repository object type you want to customize.
Configuring Format Options
You can configure the color, font, and other format options for each tool in the Designer.
Import Foreign
Keys
- Source Analyzer
- Target Designer
The Designer imports foreign keys for relational source or target
definitions.
Create Source
Qualifier WhenOpening Sources
- Mapping Designer
- Mapplet Designer
The Designer creates a Source Qualifier or a Normalizer
transformation for each source you add to the mapping. Clear theoption to manually create all Source Qualifiers and N ormalizers.
You might want to create a Source Qualifier manually when youuse the Source Qualifier to join relational tables.
Use Business
Names as Column
Names for Source
Qualifier
- Mapping Designer
- Mapplet Designer
The Source Qualifier uses business names as column names.
General Default
Width
All t ools Default width of all repository objects.
General Default
Height
All t ools Default height of a ll repos itory objects.
Show Tooltips All tools Shows the column or repository object name when you move the
pointer over a column or the title bar of an obje