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Informatica ® PowerCenter ® 8 Level I Developer Student Guide Version - PC8LID 20060428
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  • Informatica PowerCenter 8Level I Developer

    Student GuideVersion - PC8LID 20060428

  • Informatica PowerCenter 8 Level I Developer Student GuideVersion 8.1April 2006

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

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

    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 document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Informatica Corporation does not warrant that this documentation is error free. Informatica, PowerMart, PowerCenter, PowerChannel, PowerCenter Connect, MX, and SuperGlue 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 are copyrighted by DataDirect Technologies, 1999-2002.

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

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

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

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

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

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

    The Curl license provided with this Software is Copyright 1996-200, Daniel Stenberg, . All Rights Reserved.

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

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

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

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

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

  • Table of Contents

    List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

    Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xixAbout This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xx

    Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xx

    Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xx

    Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xx

    Other Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Obtaining Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Visiting Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Visiting the Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Visiting the Informatica Developer Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Visiting the Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Obtaining Informatica Professional Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

    Providing Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxii

    Obtaining Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxii

    Unit 1: Data Integration Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Lesson 1-1. Introducing Informatica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    Lesson 1-2. Data Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Lesson 1-3. Mappings and Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Lesson 1-4. Tasks and Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Lesson 1-5. Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Unit 2: PowerCenter Components and User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Lesson 2-1. PowerCenter Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Lesson 2-2. PowerCenter Client Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

    Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Unit 2 Lab: Using the Designer and Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 17Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Step 1: Launch the Designer and Log Into the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Step 2: Navigate Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Table of ContentsInformatica PowerCenter 8 Level I Developer iii

    Step 3: Navigating the Designer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

  • Step 4: Create and Save Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Step 5: Launch the Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

    Step 6: Navigating the Workflow Manager Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Step 7: Workflow Manager Task Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Step 8: Database Connection Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

    Unit 3: Source Qualifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Lesson 3-1. Source Qualifier Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Source Qualifier Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Datatype Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Lesson 3-2. Velocity Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Lab Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Architecture and Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Unit 3 Lab A: Load Payment Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Section 1: Pass-Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Step 1: Launch the Designer and Review the Source and Target Definitions . . . . . . . . . . . . . . 38

    Step 2: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Step 3: Create a Workflow and a Session Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

    Step 4: Run the Workflow and Monitor the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Lesson 3-3. Source Qualifier Joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

    Unit 3 Lab B: Load Product Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Section 2: Homogeneous Join . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

    Step 1: Import the Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

    Step 2: Import the Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

    Step 3: Create the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

    Step 4: Create the Session and Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

    Step 5: Run the Workflow and Monitor the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

    Lesson 3-4. Source Pipelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

    Unit 3 Lab C: Load Dealership and Promotions Staging Table . . . . . . . . . . . . . . . . . . . . 59Section 3: Two Pipeline Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

    Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

    Step 1: Import the Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

    Step 2: Import the Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

    Step 3: Create the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Table of Contentsiv Informatica PowerCenter 8 Level I Developer

    Step 4: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

  • Unit 4: Expression, Filter, File Lists, and Workflow Scheduler . . . . . . . . . . . . . . . . . . . . 67Lesson 4-1. Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

    Lesson 4-2. Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

    Lesson 4-3. File Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

    Lesson 4-4. Workflow Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

    Run Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

    Unit 4 Lab: Load the Customer Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

    Step 1: Create a Flat File Source Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

    Step 2: Create a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

    Step 3: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

    Step 4: Create a Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

    Step 5: Create an Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

    Step 6: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

    Step 7: Schedule a Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

    References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

    Unit 5: Joins, Features and Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Lesson 5-1. Joiner Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

    Joiner Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

    Join Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

    Joiner Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

    Lesson 5-2. Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

    Unit 5 Lab A: Load Sales Transaction Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

    Step 1: Create a Flat File Source Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

    Step 2: Create a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

    Step 3: Create a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

    Step 4: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

    Step 5: Create a Joiner Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

    Step 6: Link the Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

    Step 7: Create a Workflow and Session Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

    Step 8: Start the Workflow and View Results in the Workflow Monitor . . . . . . . . . . . . . . . . 111

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

    Unit 5 Lab B: Features and Techniques I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

    Open a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Table of ContentsInformatica PowerCenter 8 Level I Developer v

    Feature 1: Auto Arrange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

    Feature 2: Remove Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

  • Feature 3: Revert to Saved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

    Feature 4: Link Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

    Feature 5: Propagating Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

    Feature 6: Autolink by Name and Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

    Feature 7: Moving Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

    Feature 8: Shortcut to Port Editing from Normal View . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

    Feature 9: Create Transformation Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

    Feature 10: Scale-to-Fit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

    Feature 11: Designer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

    Feature 12: Object Shortcuts and Copies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

    Feature 13: Copy Objects Within and Between Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . 128

    Unit 6: Lookups and Reusable Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Lesson 6-1. Lookup Transformation (Connected) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

    Lesson 6-2. Reusable Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

    Unit 6 Lab A: Load Employee Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

    Step 1: Create a Flat File Source Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

    Step 2: Create a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

    Step 3: Step Three: Create a Reusable Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

    Step 4: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

    Step 5: Create a Lookup Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

    Step 6: Add a Reusable Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

    Step 7: Link Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

    Step 8: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

    Unit 6 Lab B: Load Date Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

    Step 1: Create a Flat File Source Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

    Step 2: Create a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

    Step 3: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

    Step 4: Create a Workflow and a Session Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

    Step 5: Run the Workflow and Monitor the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

    Unit 7: Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Lesson 7-1. Debugging Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

    Unit 7 Lab: Using the Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167Table of Contentsvi Informatica PowerCenter 8 Level I Developer

    Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

    Step 1: Copy and Inspect the Debug Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

  • Step 2: Step Through the Debug Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

    Step 3: Use the Debugger to Locate the Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

    Step 4: Fix the Error and Confirm the Data is Correct . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

    Unit 8: Sequence Generator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177Lesson 8-1. Sequence Generator Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

    Unit 8 Lab: Load Date Dimension Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

    Step 1: Create a Shortcut to a Shared Relational Source Table . . . . . . . . . . . . . . . . . . . . . . . 185

    Step 2: Create a Shortcut to a Shared Relational Target Table . . . . . . . . . . . . . . . . . . . . . . . 185

    Step 3: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

    Step 4: Create a Sequence Generator Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

    Step 5: Link the Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

    Step 6: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

    Unit 9: Lookup Caching, More Features and Techniques. . . . . . . . . . . . . . . . . . . . . . . . 191Lesson 9-1. Lookup Caching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

    Lookup Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

    Unit 9 Lab A: Load Promotions Dimension Table (Lookup and Persistent Cache) . . . . 195Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

    Step 1: Create a Shortcut to a Shared Relational Source Table . . . . . . . . . . . . . . . . . . . . . . . 198

    Step 2: Create a Shortcut to Shared Relational Target Table . . . . . . . . . . . . . . . . . . . . . . . . 198

    Step 3: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

    Step 4: Create Lookups for the Start and Expiry Date Keys . . . . . . . . . . . . . . . . . . . . . . . . . 198

    Step 5: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

    Unit 9 Lab B: Features and Techniques II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

    Open a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

    Feature 1: Find in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

    Feature 2: View Object Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

    Feature 3: Compare Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

    Feature 4: Overview Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

    Unit 10: Sorter, Aggregator and Self-Join . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213Lesson 10-1. Sorter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213Table of ContentsInformatica PowerCenter 8 Level I Developer vii

    Sorter Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

  • Lesson 10-2. Aggregator Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

    Aggregator Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

    Lesson 10-3. Active and Passive Transformations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

    Lesson 10-4. Data Concatenation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

    Lesson 10-5. Self-Join . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

    Unit 10 Lab: Reload the Employee Staging Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

    Step 1: Copy an Existing Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

    Step 2: Examine Source Data to Determine a Key for Self-Join . . . . . . . . . . . . . . . . . . . . . . 230

    Step 3: Prepare the New Mapping for Modification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

    Step 4: Create a Sorter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

    Step 5: Create a Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

    Step 6: Create an Aggregator Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

    Step 7: Create a Joiner Transformation for the Self-Join . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

    Step 8: Get Salaries from the Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

    Step 9: Connect the Joiner and Lookup to the Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

    Step 10: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

    Unit 11: Router, Update Strategy and Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241Lesson 11-1. Router Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

    Lesson 11-2. Update Strategy Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

    Lesson 11-3. Expression Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

    Lesson 11-4. Source Qualifier Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

    Lesson 11-5. Target Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

    Lesson 11-6. Session Task Mapping Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

    Unit 11 Lab: Load Employee Dimension Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

    Step 1: Copy the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

    Step 2: Edit the Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

    Step 3: Create a Router Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

    Step 4: Create an Update Strategy for INSERTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

    Step 5: Create Lookup to DIM_DATES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

    Step 6: Link upd_INSERTS and lkp_DIM_DATES_INSERTS to Target DIM_EMPLOYEE_INSERTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

    Step 7: Create an Update Strategy for UPDATES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

    Step 8: Create Second Lookup to DIM_DATES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

    Step 9: Link upd_UPDATES and lkp_DIM_DATES_UPDATES to Target DIM_EMPLOYEE_UPDATES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260Table of Contentsviii Informatica PowerCenter 8 Level I Developer

    Step 10: Link ERRORS Router Group to DIM_EMPLOYEES_ERR . . . . . . . . . . . . . . . . . . 261

    Step 11: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

  • Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

    Step 12: Prepare, Run, and Monitor the Second Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

    Unit 12: Dynamic Lookup and Error Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269Lesson 12-1. Dynamic Lookup Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

    Lesson 12-2. Error Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

    Error Log Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

    Log Row Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

    Log Source Row Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

    Unit 12 Lab: Load Customer Dimension Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

    Step 1: Create a Relational Source Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

    Step 2: Create a Relational Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

    Step 3: Create a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

    Step 4: Create a Lookup Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

    Step 5: Create a Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

    Step 6: Create an Update Strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

    Step 7: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

    Error Log Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

    Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

    Unit 13: Unconnected Lookup, Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . 291Lesson 13-1. Unconnected Lookup Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

    Connected versus Unconnected Lookup Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . 294

    Joins versus Lookups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

    Lesson 13-2. System Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

    Lesson 13-3. Mapping Parameters and Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

    Unit 13 Lab: Load Sales Fact Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

    Step 1: Create an Internal Relationship Between two Source Tables . . . . . . . . . . . . . . . . . . . 307

    Step 2: Create a Mapping Parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

    Step 3: Step Three: Create an Unconnected Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

    Step 4: Add Unconnected Lookup Test to Expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

    Step 5: Create Aggregator Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

    Step 6: Create and Run the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

    Data Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314Table of ContentsInformatica PowerCenter 8 Level I Developer ix

    Unit 14: Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317Lesson 14-1. Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

  • Mapplets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

    Mapping Input Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

    Mapping Output Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

    Unit 14 Lab: Create a Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

    Step 1: Create the Mapplet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

    Step 2: Add Mapplet to Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

    Unit 15: Mapping Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331Lesson 15-1. Designing Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

    High Level Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

    Mapping Specifics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

    Unit 15 Workshop: Load Promotions Daily Aggregate Table . . . . . . . . . . . . . . . . . . . . . 335Workshop Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

    Sources and Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

    Mapping Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

    Workflow Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

    Run Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

    Unit 16: Workflow Variables and Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343Lesson 16-1. Link Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

    Lesson 16-2. Workflow Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

    Lesson 16-3. Assignment Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

    Lesson 16-4. Decision Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

    Lesson 16-5. Email Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

    Unit 16 Lab: Load Product Weekly Aggregate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . 351Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

    Step 1: Copy the Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

    Step 2: Copy the Existing Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

    Step 3: Create the Assignment Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

    Step 4: Create the Decision Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

    Step 5: Create the Session Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

    Step 6: Create the Email Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

    Step 7: Start the Workflow and Monitor the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

    Unit 17: More Tasks and Reusability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363Lesson 17-1. Event Wait Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363Table of Contentsx Informatica PowerCenter 8 Level I Developer

    Pre-Defined Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

  • User-Defined Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

    Lesson 17-2. Event Raise Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

    Lesson 17-3. Command Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

    Lesson 17-4. Reusable Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

    Lesson 17-5. Reusable Session Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

    Lesson 17-6. Reusable Session Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

    Lesson 17-7. pmcmd Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

    Unit 18: Worklets and More Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373Lesson 18-1. Worklets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

    Lesson 18-2. Timer Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

    Lesson 18-3. Control Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

    Unit 18 Lab: Load Inventory Fact Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

    Step 1: Copy the Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

    Step 2: Create a Worklet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

    Step 3: Create a Session Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

    Step 4: Create a Timer Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

    Step 5: Create an Email Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

    Step 6: Create a Control Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

    Step 7: Create the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

    Step 8: Start the Workflow and Monitor the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

    Unit 19: Workflow Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389Lesson 19-1. Designing Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

    Workflow Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

    Workflow Specifics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

    Unit 19 Workshop: Load All Staging Tables in Single Workflow . . . . . . . . . . . . . . . . . . . . . . . . 393

    Workshop Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

    Unit 20: Beyond This Course. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397Table of ContentsInformatica PowerCenter 8 Level I Developer xi

  • Table of Contentsxii Informatica PowerCenter 8 Level I Developer

  • List of Figures

    Figure 2-1. Navigator Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Figure 2-2. DEV_SHARED Folder and Subfolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Figure 2-3. Designer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Figure 2-4. DEV_SHARED Target subfolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Figure 2-5. Student folder with new objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

    Figure 2-6. Application Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

    Figure 2-7. Task Toolbar Default Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Figure 2-8. Task Toolbar After Being Moved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

    Figure 2-9. Relational Connection Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    Figure 3-1. Normal view of the payment flat file definition displayed in the Source Analyzer . . . . . . . . . . . . . 38

    Figure 3-2. Mapping with Source and Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Figure 3-3. Normal view of the completed mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

    Figure 3-4. Completed Session Task Target Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Figure 3-5. Completed Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Figure 3-6. Successful Run of a Workflow Depicted in the Task View of the Workflow Monitor . . . . . . . . . . 43

    Figure 3-7. Properties for the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

    Figure 3-8. Source/Target Statistics for the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

    Figure 3-9. Data Preview of the STG_PAYMENT Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Figure 3-10. Source Definitions with a PK/FK Relationship Displayed in the Source Analyzer . . . . . . . . . . . . 52

    Figure 3-11. Normal View of the Completed Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Figure 3-12. Generated SQL for the m_Stage_Product Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Figure 3-13. Properties of the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

    Figure 3-14. Source/Target Statistics for the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

    Figure 3-15. Data Preview of the STG_PRODUCT Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

    Figure 3-16. Normal view of the promotions flat file definition displayed in the Source Analyzer . . . . . . . . . . 62

    Figure 3-17. Iconic View of the Completed Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

    Figure 3-18. Properties of the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

    Figure 3-19. Source/Target Statistics for the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

    Figure 3-20. Data Preview of the STG_DEALERSHIP Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

    Figure 3-21. Data Preview of the STG_PROMOTIONS Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

    Figure 4-1. Source Analyzer View of the customer_layout Flat File Definition . . . . . . . . . . . . . . . . . . . . . . . . 82

    Figure 4-2. Target Designer View of the STG_CUSTOMERS Table Relational Definition . . . . . . . . . . . . . . . 83

    Figure 4-3. Mapping with Source and Target Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

    Figure 4-4. Mapping with Newly Added Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

    Figure 4-5. Properties Tab of the Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

    Figure 4-6. Completed Properties Tab of the Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

    Figure 4-7. Filter Transformation Linked to the Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . 86

    Figure 4-9. Iconic View of the Completed Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

    Figure 4-8. Sample Expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

    Figure 4-10. Session Task Source Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

    Figure 4-11. Contents of the customer_list.txt File List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

    Figure 4-12. Properties for the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

    Figure 4-13. Source/Target Statistics for the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

    Figure 4-14. Data Preview of the STG_CUSTOMERS Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

    Figure 4-15. General Properties for the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93List of FiguresInformatica PowerCenter 8 Level I Developer xiii

    Figure 4-16. Customized Repeat Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

    Figure 4-17. Completed Schedule Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

  • Figure 5-1. Normal View of the Heterogeneous Sources, Source Qualifiers and Target . . . . . . . . . . . . . . . . . 106

    Figure 5-2. Joiner Transformation Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

    Figure 5-3. Normal View of Heterogeneous Sources Connected to a Joiner Transformation . . . . . . . . . . . . . 107

    Figure 5-5. Edit View of the Condition Tab for Joiner Transformation Without a Condition . . . . . . . . . . . . 108

    Figure 5-4. Edit View of the Ports Tab for the Joiner Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

    Figure 5-6. Edit View of the Condition Tab for the Joiner Transformation with Completed Condition . . . . 109

    Figure 5-7. Normal View of Completed Mapping Heterogeneous Sources Not Displayed . . . . . . . . . . . . . . . 110

    Figure 5-8. Task Details of the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

    Figure 5-9. Source/Target Statistics for the Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

    Figure 5-10. Data Preview of the STG_TRANSACTIONS Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

    Figure 5-11. View of an Unorganized Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

    Figure 5-12. Arranged View of a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

    Figure 5-13. Iconic View of an Arranged Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

    Figure 5-14. Selecting Multiple Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

    Figure 5-15. Designer Warning Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

    Figure 5-16. Selecting the forward link path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

    Figure 5-17. Highlighted forward link path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

    Figure 5-18. Highlighted link path going forward and backward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

    Figure 5-19. Selecting to propagate the attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

    Figure 5-20. Propagation attribute dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

    Figure 5-21. Autolink dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

    Figure 5-22. Defining a prefix in the autolink dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

    Figure 5-23. Expression after the AGE port has been moved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

    Figure 5-24. Click and drag method of moving ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

    Figure 5-25. Creating a transformation using the menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

    Figure 5-26. Create Transformation dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

    Figure 5-27. Normal View of the Newly Created Aggregator Transformation . . . . . . . . . . . . . . . . . . . . . . . 125

    Figure 5-28. Zoom options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

    Figure 5-29. Navigator window in the Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

    Figure 6-1. Source Analyzer view of the employees_layout flat file definition . . . . . . . . . . . . . . . . . . . . . . . . 142

    Figure 6-2. Target Designer view of the STG_EMPLOYEES relational table definition . . . . . . . . . . . . . . . . 142

    Figure 6-3. Transformation edit dialog box showing how to make a transformation reusable . . . . . . . . . . . . 143

    Figure 6-4. Question box letting you know the action is irreversible . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

    Figure 6-5. Transformation edit dialog box of a reusable transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

    Figure 6-6. Navigator window depicting the Transformations node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

    Figure 6-7. Partial mapping with source and target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

    Figure 6-8. Transformation Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

    Figure 6-9. Lookup Transformation table location dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

    Figure 6-10. Dialog box 1 of the 3 step Flat File Import Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

    Figure 6-11. Normal view of the newly created Lookup Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

    Figure 6-12. Lookup Transformation condition box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

    Figure 6-13. Source properties for the employee_list file list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

    Figure 6-14. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

    Figure 6-15. Source/Target Statistics of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

    Figure 6-16. Data Preview of the STG_EMPLOYEES target table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

    Figure 6-17. Mapping with Source and Target definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

    Figure 6-18. Completed Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

    Figure 6-19. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159List of Figuresxiv Informatica PowerCenter 8 Level I Developer

    Figure 6-20. Source/Target Statistics for the session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

    Figure 6-21. Data preview of the STG_DATES table - screen 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

  • Figure 6-22. Data preview of the STG_DATES table - screen 2 scrolled right . . . . . . . . . . . . . . . . . . . . . . . 161

    Figure 7-1. Debug Session creation dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

    Figure 7-2. Debug Session connections dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

    Figure 7-3. Designer while running a Debug Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

    Figure 7-4. Customize Toolbars Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

    Figure 7-5. Debugger Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

    Figure 8-1. Expanded view of m-DIM_DATES_LOAD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

    Figure 8-2. Sequence Generator Transformation icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

    Figure 8-3. Normal view of the sequence generator NEXTVAL port connected to a target column . . . . . . . . 186

    Figure 8-4. Normal view of connected ports to the target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

    Figure 8-5. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

    Figure 8-6. Source/Target statistics for the session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

    Figure 8-7. Data Preview of the DIM_DATES table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

    Figure 9-1. m_DIM_PROMOTIONS_LOAD mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

    Figure 9-2. m_DIM_DATES from the previous lab that populated the DIM_DATES table . . . . . . . . . . . . . 199

    Figure 9-3. Select Lookup Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

    Figure 9-4. Lookup Condition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

    Figure 9-5. m_DIM_POROMOTIONS_LOAD completed mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

    Figure 9-6. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

    Figure 9-7. Source/Target Statistics of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

    Figure 9-8. Data Preview of the DIM_PROMOTIONS target table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

    Figure 9-9. Preview files created when Persistent Cache is set on Lookup Transformation . . . . . . . . . . . . . . . 203

    Figure 9-10. Find in workspace dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

    Figure 9-11. View Dependencies dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

    Figure 9-12. Transformation compare objects dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

    Figure 9-13. Compare Transformation objects Properties details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

    Figure 9-14. Target comparison dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

    Figure 9-15. Column differences between two target tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

    Figure 10-1. m_STG_EMPLOYEES_DEALERSHIP_MGR_LOAD mapping . . . . . . . . . . . . . . . . . . . . . . . 230

    Figure 10-2. Employee_central.txt. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

    Figure 10-3. Renaming an instance of a Reusable Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

    Figure 10-4. m_STG_EMPLOYEES_DEALERSHIP_MGR_LOAD after most links removed . . . . . . . . . . . 231

    Figure 10-5. Sorter Transformation Icon on Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

    Figure 10-6. Aggregator Transformation Icon on Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

    Figure 10-7. Partial mapping flow depicting the flow from the Sorter to the Filter to the Aggregator. . . . . . . 233

    Figure 10-8. Split data stream joined back together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

    Figure 10-9. Iconic view of the completed self-join mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

    Figure 10-10. Source properties for the employee_list.txt file list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

    Figure 10-11. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

    Figure 10-12. Source/Target Statistics of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

    Figure 10-13. Data preview of the self-join of Managers and Employees in the STG_EMPLOYEES target table - screen 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

    Figure 10-14. Data preview of the STG_EMPLOYEES target table - screen 2 scrolled right . . . . . . . . . . . . . 238

    Figure 11-1. Mapping copy Target Dependencies dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

    Figure 11-2. Iconic view of the m_DIM_EMPLOYEES_MAPPING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

    Figure 11-3. Router Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

    Figure 11-4. Update Strategy set to INSERT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

    Figure 11-5. Iconic view of the completed mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261List of FiguresInformatica PowerCenter 8 Level I Developer xv

    Figure 11-6. Source Filter Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

    Figure 11-7. Writers section of Target schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

  • Figure 11-8. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

    Figure 11-9. Source/Target Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

    Figure 11-10. Data Results for DIM_EMPLOYEES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

    Figure 11-11. Data Results for the Error Flat File (Located on the Machine Hosting the Integration Service Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

    Figure 11-12. Task Details tab results for second run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

    Figure 11-13. Source/Target Statistics for second run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

    Figure 11-14. Data preview showing updates to the target table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

    Figure 12-1. Port tab view of a dynamic Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

    Figure 12-2. Port to Port Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

    Figure 12-3. Iconic View of the Completed Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

    Figure 12-4. Error Log Choice Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

    Figure 12-5. Task Details of the Completed Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

    Figure 12-6. Source/Target Statistics for the Session Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

    Figure 12-7. Data preview of the DIM_CUSTOMERS table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

    Figure 12-8. Flat file error log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

    Figure 13-1. Source Analyzer view of the STG_TRANSACTIONS and STG_PAYMENT tables . . . . . . . . . . 307

    Figure 13-2. Declare Parameters and Variables screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

    Figure 13-3. Parameter entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

    Figure 13-4. Lookup Ports tab showing input, output and return ports checked/unchecked . . . . . . . . . . . . . 309

    Figure 13-5. Aggregator ports with Group By ports checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

    Figure 13-6. Finished Aggregator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

    Figure 13-7. Aggregator to Target Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

    Figure 13-8. Iconic view of the completed mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

    Figure 13-9. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

    Figure 13-10. Source/Target Statistics of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

    Figure 13-11. Data Preview of the FACT_SALES target table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314

    Figure 14-1. Mapplet Designer view of mplt_AGG_SALES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

    Figure 14-2. Mapplet Designer view of MPLT_AGG_SALES with Input and Output transformations . . . . . 327

    Figure 14-3. Iconic view of the m_FACT_SALES_LOAD_MAPPLET_xx mapping . . . . . . . . . . . . . . . . . . . 328

    Figure 15-1. Source table definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

    Figure 15-2. Target table definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

    Figure 15-3. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

    Figure 15-4. Source/Target Statistics of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

    Figure 15-5. Data Preview of the FACT_PROMOTIONS_AGG_DAILY table . . . . . . . . . . . . . . . . . . . . . . 340

    Figure 16-1. Workflow variable declaration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

    Figure 16-2. Link condition testing if a session run was successful . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

    Figure 16-3. Assignment Task expression declaration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

    Figure 16-4. Decision Task Expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

    Figure 16-5. Link condition testing for a Decision Task condition of TRUE . . . . . . . . . . . . . . . . . . . . . . . . 357

    Figure 16-6. Email Task Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

    Figure 16-7. Completed Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

    Figure 16-8. Gantt chart view of the completed workflow run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

    Figure 16-9. View Workflow Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

    Figure 16-10. Value of the $$WORKFLOW_RUNS variable after first run . . . . . . . . . . . . . . . . . . . . . . . . . 360

    Figure 16-11. Gantt chart view of the completed workflow run after the weekly load runs . . . . . . . . . . . . . . 360

    Figure 16-12. Task Details of the completed session run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

    Figure 18-1. Timer Task Relative time setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384List of Figuresxvi Informatica PowerCenter 8 Level I Developer

    Figure 18-2. Email Task Properties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

    Figure 18-3. Control Task Properties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

  • Figure 18-4. Completed Worklet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

    Figure 18-5. Completed Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

    Figure 18-6. Gantt chart view of the completed workflow run. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387List of FiguresInformatica PowerCenter 8 Level I Developer xvii

  • List of Figuresxviii Informatica PowerCenter 8 Level I Developer

  • Preface

    Welcome to the PowerCenter 8 Level I Developer course. Data integration is a large undertaking with many potential areas of concern. The PowerCenter infrastructure will greatly assist you in your data integration efforts and alleviate much of your risk. This course will prepare the developers for that challenge by teaching you the most commonly used components of the product.

    The students will build a small data warehouse using PowerCenter to extract from source tables and files, transform the data, load it into a staging area and finally into the data warehouse. The instructor will teach you about mappings, transformations, sources, targets, workflows, sessions, workflow tasks, connections and the Velocity methodology. PrefaceInformatica PowerCenter 8 Level I Developer xix

  • About This GuidePurpose

    Welcome to the PowerCenter 8 Level I Developer course. This course is designed to:

    Enable you to use PowerCenter developer tools to: Create and debug mappings Create, run, monitor and troubleshoot workflows

    Provide experience in designing mappings

    AudienceThis course is designed for data integration and data warehousing implementers. You should be familiar with data integration and data warehousing terminology and in using Microsoft Windows.

    Document ConventionsThis guide uses the following formatting conventions:

    If you see It means Example

    > Indicates a submenu to navigate to. Click Repository > Connect.

    In this example, you should click the Repository menu or button and choose Connect.

    boldfaced text Indicates text you need to type or enter. Click the Rename button and name the new source definition S_EMPLOYEE.

    UPPERCASE Database tables and column names are shown in all UPPERCASE.

    T_ITEM_SUMMARY

    italicized text Indicates a variable you must replace with specific information.

    Connect to the Repository using the assigned login_id.

    Note: The following paragraph provides additional facts.

    Note: You can select multiple objects to import by using the Ctrl key.

    Tip: The following paragraph provides suggested uses or a Velocity best practice.

    Tip: The m_ prefix for a mapping name is Prefacexx Informatica PowerCenter 8 Level I Developer

  • Other Informatica ResourcesIn addition to the student guides, Informatica provides these other resources:

    Informatica Documentation Informatica Customer Portal Informatica web site Informatica Developer Network Informatica Knowledge Base Informatica Professional Certification Informatica Technical Support

    Obtaining Informatica DocumentationYou can access Informatica documentation from the product CD or online help.

    Visiting 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 Knowledge Base, and access to the Informatica user community.

    Visiting the Informatica Web SiteYou can access Informaticas corporate web site at http://www.informatica.com. The site contains information about Informatica, its background, upcoming events, and locating your closest sales office. You will also find product information, as well as literature and partner information. The services area of the site includes important information on technical support, training and education, and implementation services.

    Visiting the Informatica Developer Network The Informatica Developer Network is a web-based forum for third-party software developers. You can access the Informatica Developer Network at the following URL:

    http://devnet.informatica.com

    The site contains information on how to create, market, and support customer-oriented add-on solutions based on interoperability interfaces for Informatica products.

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

    Obtaining Informatica Professional CertificationYou can take, and pass, exams provided by Informatica to obtain Informatica Professional Certification. PrefaceInformatica PowerCenter 8 Level I Developer xxi

    For more information, go to:

    http://www.informatica.com/services/education_services/certification/default.htm

  • Providing FeedbackEmail any comments on this guide to [email protected].

    Obtaining Technical SupportThere are many ways to access Informatica Technical Support. You can call or email your nearest Technical Support Center listed in the following table, or you can use our WebSupport Service.

    Use the following email addresses to contact Informatica Technical Support:

    [email protected] for technical inquiries [email protected] for general customer service requestsWebSupport requires a user name and password. You can request a user name and password at http://my.informatica.com.

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

    Informatica CorporationHeadquarters 100 Cardinal WayRedwood City, California 94063United States

    Toll Free877 463 2435

    Standard Rate United States: 650 385 5800

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

    Toll Free00 800 4632 4357

    Standard Rate Belgium: +32 15 281 702 France: +33 1 41 38 92 26 Germany: +49 1805 702 702 Netherlands: +31 306 022 797 United Kingdom: +44 1628 511 445

    Informatica Business Solutions Pvt. Ltd.301 & 302 Prestige Poseidon139 Residency RoadBangalore 560 025India

    Toll FreeAustralia: 00 11 800 4632 4357 Singapore: 001 800 4632 4357

    Standard Rate India: +91 80 5112 5738 Prefacexxii Informatica PowerCenter 8 Level I Developer

  • Unit 1: Data Integration Concepts

    In this unit you will learn about:

    Informatica Data Integration Mapping and Transformations Workflows and Tasks Metadata

    Lesson 1-1. Introducing InformaticaInformatica provides data integration tools for both batch and real-time applications.Unit 1: Data Integration ConceptsInformatica PowerCenter 8 Level I Developer 1

  • Informatica is affiliated with many standards organizations, including:

    Integration Consortium. www.eaiindustry.org Object Management Group (OMG). www.omg.org. Common Warehouse Metamodel (CWM). www.omg.org/cwm Enterprise Grid Alliance. www.gridalliance.org Unit 1: Data Integration Concepts2 Informatica PowerCenter 8 Level I Developer

    Global Grid Forum (GGF). www.gridforum.org

  • XML.org. www.xml.org Web Services Interoperability Organization. www.ws-i.org Supply-Chain Council. www.supply-chain.org Carnegie-Mellon Software Engineering Institute (SEI). www.sei.cmu.edu APICS Educational and Research Foundation. www.apics.org Shared Services and Business Process Outsourcing Association (SBPOA). www.sharedxpertise.org.

    Additional resources about Informatica can be found on the following websites:

    www.informatica.comprovides information on Professional Services and Education Services my.informatica.comprovides access to Technical Support, product documentation, Velocity

    methodology, knowledge base, and mapping templates

    devnet.informatica.comthe Informatica Developers Network offers discussion forums, web seminars, and technical papers.

    Lesson 1-2. Data IntegrationTraditionally, data integration is a batch processto extract, transform and load (ETL) data from transactional systems to data warehouses.Unit 1: Data Integration ConceptsInformatica PowerCenter 8 Level I Developer 3

  • The ETL process can be imagined as an assembly line.

    Informatica PowerCenter is deployed for a variety of batch and real-time data integration purposes:

    Data Migration. ERP consolidation, legacy conversion, new application implementation, system consolidationUnit 1: Data Integration Concepts4 Informatica PowerCenter 8 Level I Developer

    Data Synchronization. application integration, business to business data transfer

  • Data Warehousing. Business intelligence reporting, data marts, data mart consolidation, operational data stores

    Data Hubs. master data management; reference data hubs; single view of customer, product, supplier, employee, etc.

    Business Activity Monitoring. business process improvement, real-time reportingInformatica partners with Composite Software for Enterprise Information Integration (EII): on-the-fly federated views and real-time reporting of information spread across multiple data sources, without moving the data into a centralized repository.

    Lesson 1-3. Mappings and TransformationsMappings

    TransformationsTransformations change the data they receive. Unit 1: Data Integration ConceptsInformatica PowerCenter 8 Level I Developer 5

  • PowerCenter includes the following types of transformations:

    Passive. The number of rows entering and exiting the transformation are the same. Active. The number of rows exiting the transformation may not be the same as the number of rows

    entering the transformation.Unit 1: Data Integration Concepts6 Informatica PowerCenter 8 Level I Developer

  • Commonly used PowerCenter transformations include:

    Source Qualifier - reads sources Filter - filters data conditionally Sorter - sorts data Expression - performs logical/mathematical functions on data Aggregator - sums, averages, maximum, minimum Joiner - joins two data flows Lookup - looks up a corresponding value from a table or flat file

    Lesson 1-4. Tasks and WorkflowsTasks

    A task is an executable set of actions, functions, or commands.Unit 1: Data Integration ConceptsInformatica PowerCenter 8 Level I Developer 7

  • Workflows

    A workflow is a set of ordered tasks that describe runtime ETL processes. Tasks can be sequenced serially, in parallel and conditionally. Each linked icon represents a task.Unit 1: Data Integration Concepts8 Informatica PowerCenter 8 Level I Developer

  • Lesson 1-5. MetadataMetadata, which means data about data, is information that describes data. Common contents of metadata include the source or author of a dataset, how the dataset should be accessed, and its limitations.Unit 1: Data Integration ConceptsInformatica PowerCenter 8 Level I Developer 9

  • Unit 1: Data Integration Concepts10 Informatica PowerCenter 8 Level I Developer

  • Unit 2: PowerCenter Components and User Interface

    In this unit you will learn about:

    PowerCenter Architecture PowerCenter Client Tools

    Lesson 2-1. PowerCenter ArchitectureThe following screenshot shows the PowerCenter Architecture:

    SourcesCan be relational tables or heterogeneous files (flat files, VSAM files and XML) TargetsCan be relational tables or heterogeneous files Integration ServiceThe engine that performs all of the extract, transform and load logic Repository ServiceManages connectivity to the metadata repositories that contain mapping and

    workflow definitions

    Repository Service ProcessMulti-threaded process that retrieves, inserts and updates repository metadata

    RepositoryContains all of the metadata needed to run ETL processes Client ToolsDesktop tools used to populate the repository with metadata, execute workflows on the

    Integration Service, monitor the workflows and manage the repository Unit 2: PowerCenter Components and User InterfaceInformatica PowerCenter 8 Level I Developer 11

  • Lesson 2-2. PowerCenter Client ToolsClient tools run on Microsoft Windows.

    All tools access the repository through the Repository Service.

    Workflow Manager and Workflow Monitor connect to Integration Service.

    Each client application has its own interface. The interfaces have toolbars, a navigation window to the left, a workspace to the right, and an output window at the bottom.Unit 2: PowerCenter Components and User Interface12 Informatica PowerCenter 8 Level I Developer

  • DesignerUnit 2: PowerCenter Components and User InterfaceInformatica PowerCenter 8 Level I Developer 13

  • Within the Designer, you can display transformations in the following views:

    Iconized. Shows the transformation in relation to the rest of the mapping. This also minimizes the screen space needed to display a mapping.

    Normal. Shows the flow of data through the transformation. This view is typically used when copying/linking ports to other objects.

    Edit. Shows transformation ports and properties; allows editing. This view is used to add, edit, or delete ports and to change any of the transformation attributes or properties.Unit 2: PowerCenter Components and User Interface14 Informatica PowerCenter 8 Level I Developer

  • Workflow ManagerUnit 2: PowerCenter Components and User InterfaceInformatica PowerCenter 8 Level I Developer 15

  • In the Workflow Manager, you can display tasks in the following views:

    Iconized (Session task example) Edit (Session task example)Unit 2: PowerCenter Components and User Interface16 Informatica PowerCenter 8 Level I Developer

  • Unit 2 Lab: Using the Designer and Workflow Manager

    Business PurposeYou have been asked to learn how to use Informatica PowerCenter in order to more efficiently accomplish your ETL objectives and automate the development process. Because you have li


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