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Informatica Power Center 9.0.1
          Building Financial Data Mode - Lab#19
             Update Strategy transformation




Description:
     BISP is committed to provide BEST learning material to the
beginners and advance learners. In the same series, we have
prepared a complete end-to end Hands-on Guide for building
financial data model in Informatica. The document focuses on how
the real world requirement should be interpreted. The mapping
document template with very simplified steps and screen shots
makes the complete learning so easy. The document focuses on
XML Transformations. Join our professional training program and
learn from experts.




History:
Version      Description Change         Author                 Publish Date
0.1         Initial Draft         Upendra Upadhyay       12th Aug 2011
0.1         Review#1              Amit Sharma                  18th Aug 2011


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     Page 1
Table of Content

Contents
Contents.......................................................................................................................... 2

  XML Transformation in Informatica ..............................................................................3

     XML Source Qualifier Transformation:.......................................................................3

     XML Parser Transformation.......................................................................................3

     XML Generator Transformation Overview:.................................................................3

  Importing Source and Target Table..............................................................................5

  Create Mapping.......................................................................................................... 13

  Create Workflow.........................................................................................................15

  Workflow Monitor and View Target Data....................................................................22




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     Page 2
XML Transformation in Informatica
The XML Parser transformation lets you extract XML data from messaging systems,
such as TIBCO or MQ Series, and from other sources, such as files or databases. The
XML Parser transformation functionality is similar to the XML source functionality,
except it parses the XML in the pipeline.



Types of XML Transformations
    XML Source Qualifier Transformation
    XML Parser Transformation
    XML Generator Transformation Overview

XML Source Qualifier Transformation:
     It is an active transformation, as well as connected transformation . Just like the normal Source
Qualifier Transformation we can use the XML Source Qualifier Transformation by dragging an
XML source definition to the Mapping Designer workspace or by manually creating one. The source
definition needs to be connected to the target via XML Source Qualifier Transformation. This
Source qualifier defines the data elements that the Integration Service reads when it executes a
session. XML Source Qualifier has one input or output port for every column in the source. If you
remove an XML source definition from a mapping, the Designer also removes the corresponding
XML Source Qualifier transformation.

XML Parser Transformation
   It’s an also active transformation, as well as Connected. We use an XML Parser transformation to
extract XML inside a pipeline and then pass this to the target. The XML is extracted from the source
systems such as files or databases. The XML Parser transformation reads XML data from a single
input port and writes data to one or more output ports.

XML Generator Transformation Overview:
    It’s an also active transformation, as well as connected. We use XML Generator Transformation
Overview to create XML inside a pipeline. It reads data from source such as files and databases and
generates XML in the pipeline. The XML Generator transformation accepts data from multiple ports
and writes XML through a single output port.




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     Page 3
Steps to performing XML Transformation:
 In this example, we use source as a oracle and target as a XML.
    Import source table.
    Create target table in target designer. (if target same as a source then select Non-XML
       Source).
    Drag and drop both source and target table in mapping designer window and then create
       mapping and save it.
    Create workflow and assign task and specify connection and then save it.
    Preview data and check execution log.


Source Table (Multiple Source)                        Target Table. (XML)



   Oracle 11g Table




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     Page 4
Importing Source and Target Table
     Step-1 Click on Start -> All Programs -> Informatica 9.0.1 -> Client -> Power
Center Client -> Power

     Center Designer.




Step-2 Then Connect to Repository in Informatica Power Center Designer Right click on repository
name and click on Connect.




Step-3 Then go to Tools Menu and click on Source Analyzer to import source table. First create
ODBC Connection for the RDBMS Source.




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     Page 5
Step-4 And then go to Sources Menu in Informatica Power Center Designer. When you click on
Source, there are various option available for import source table but these four option are most
important to import source table,
    Import from Database - Import source table form RDBMS.
    Import from File - Import source table from Flatfile.
    Import from Cobol File - Import source table from Cobol source.
    Import XML Definition - Import source table from XML Source.




Step-5 Then click on Import from Database to import table from RDBMS Source database.




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     Page 6
Step-6 Select ODBC data source (first create ODBC Connection for RDBMS Source ) and then
specify Username, Owner name and password. Then click OK.




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     Page 7
Step-7 Right click on table and select Preview Data to View data of source table.




Step-8 Specify Username, Owner name and password. Then click connect.




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     Page 8
Step-9 Now go to Targets Designer in Informatica Power Center Designer and click on target menu.
In target menus also available various options and click on Import XML Definition.




Step-10 Here we have four options available in XML Definition, They are followings.
    Local File - Used local file as a target.
    URL - Give URL for Target
    Non-XML Sources - Used target as a source table.
    Non- XML Targets - Target table as a specified target table.

If your target table same as a source then select Non-XML Sources and select Source table.




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Step-11 Select table and click on Open.




Step-12 Click Yes on open window..




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Step-13 Here some options for change XMLViews and creating and naming options so select options as your
target base and click OK.




Step-13 Here specify XML target table name.




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     Page 11
Step-11 Right click on table and select Preview Data to View the data.




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     Page 12
Create Mapping

Step-1 Go to Mapping Designer          and Create New Mapping and then name of mapping and
click OK.




Step-2 Then drag and drop source and target data in Mapping Designer.




Step-3 Then create mapping.




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Step-9 And then save it (ctrl+s) and check mapping is VALID.




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     Page 14
Create Workflow
Step-1 Now go to Informatica Power Center Workflow Manager, and go to Tools menu and select
Workflow Designer.




Step-2 Now to create workflows, go to Workflows menu and select Create. Then Name of workflow
and click OK buttons.




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     Page 15
Step-3 Work flow Designer windows




                                                                                Step-
4 Then create Task, Go to Tasks Menu and click Create.




Step-5 Now select session and insert Name of task.



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     Page 16
Step-6 Select Mapping to associate with the session.




Step-7 Workflow Designer Window.




Step-8 Now create flow B/W Workflow to Task. Select Link Task and link to start to s_XML. Link
task use to connect each workflow task(session). We can specify conditions with link to create
branches in the workflow. The Workflow Manager does not allow us to use links to create loops in
the workflow. Each link in the workflow can run only once.


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     Page 17
Step-9 Work Designer Windows




Step-10 After that create relational connection for Oracle.




Step-11 Then specify Name, User Name, Password, Connection String and Attribute and then click
OK.




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     Page 18
Step-12 Now Configure Connection to Source and Target, Then Right Click on Filter and Edit, Then
Click Mapping tab and configure connection for your source and target table schema in oracle 11g
RDBMS. And then click OK.




Step-13 Select DBConnection for Source and Target Relation Database.




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     Page 19
Step-14 Set Property of Target Table. In property tab, we set property according to target
requirement. Here set target attribute and its value.




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     Page 20
Step-15 Now save (ctrl+s) this workflow and check it.




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     Page 21
Workflow Monitor and View Target Data
Step-1 Now Start Workflow, Right click on Workflow Designer Window and Click on Start
Workflow.




Step-2 Check session in Informatica PowerCenter Workflow Monitor.




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     Page 22
Step-3 Now check execution log.




    Insert Script.




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     Page 23
Target table path.




   Target Load Summary.




Step-4 Now view data in Target.




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     Page 24
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     Page 25

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XML Transformation Guide

  • 1. Informatica Power Center 9.0.1 Building Financial Data Mode - Lab#19 Update Strategy transformation Description: BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Guide for building financial data model in Informatica. The document focuses on how the real world requirement should be interpreted. The mapping document template with very simplified steps and screen shots makes the complete learning so easy. The document focuses on XML Transformations. Join our professional training program and learn from experts. History: Version Description Change Author Publish Date 0.1 Initial Draft Upendra Upadhyay 12th Aug 2011 0.1 Review#1 Amit Sharma 18th Aug 2011 www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 1
  • 2. Table of Content Contents Contents.......................................................................................................................... 2 XML Transformation in Informatica ..............................................................................3 XML Source Qualifier Transformation:.......................................................................3 XML Parser Transformation.......................................................................................3 XML Generator Transformation Overview:.................................................................3 Importing Source and Target Table..............................................................................5 Create Mapping.......................................................................................................... 13 Create Workflow.........................................................................................................15 Workflow Monitor and View Target Data....................................................................22 www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 2
  • 3. XML Transformation in Informatica The XML Parser transformation lets you extract XML data from messaging systems, such as TIBCO or MQ Series, and from other sources, such as files or databases. The XML Parser transformation functionality is similar to the XML source functionality, except it parses the XML in the pipeline. Types of XML Transformations  XML Source Qualifier Transformation  XML Parser Transformation  XML Generator Transformation Overview XML Source Qualifier Transformation: It is an active transformation, as well as connected transformation . Just like the normal Source Qualifier Transformation we can use the XML Source Qualifier Transformation by dragging an XML source definition to the Mapping Designer workspace or by manually creating one. The source definition needs to be connected to the target via XML Source Qualifier Transformation. This Source qualifier defines the data elements that the Integration Service reads when it executes a session. XML Source Qualifier has one input or output port for every column in the source. If you remove an XML source definition from a mapping, the Designer also removes the corresponding XML Source Qualifier transformation. XML Parser Transformation It’s an also active transformation, as well as Connected. We use an XML Parser transformation to extract XML inside a pipeline and then pass this to the target. The XML is extracted from the source systems such as files or databases. The XML Parser transformation reads XML data from a single input port and writes data to one or more output ports. XML Generator Transformation Overview: It’s an also active transformation, as well as connected. We use XML Generator Transformation Overview to create XML inside a pipeline. It reads data from source such as files and databases and generates XML in the pipeline. The XML Generator transformation accepts data from multiple ports and writes XML through a single output port. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 3
  • 4. Steps to performing XML Transformation: In this example, we use source as a oracle and target as a XML.  Import source table.  Create target table in target designer. (if target same as a source then select Non-XML Source).  Drag and drop both source and target table in mapping designer window and then create mapping and save it.  Create workflow and assign task and specify connection and then save it.  Preview data and check execution log. Source Table (Multiple Source) Target Table. (XML) Oracle 11g Table www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 4
  • 5. Importing Source and Target Table Step-1 Click on Start -> All Programs -> Informatica 9.0.1 -> Client -> Power Center Client -> Power Center Designer. Step-2 Then Connect to Repository in Informatica Power Center Designer Right click on repository name and click on Connect. Step-3 Then go to Tools Menu and click on Source Analyzer to import source table. First create ODBC Connection for the RDBMS Source. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 5
  • 6. Step-4 And then go to Sources Menu in Informatica Power Center Designer. When you click on Source, there are various option available for import source table but these four option are most important to import source table,  Import from Database - Import source table form RDBMS.  Import from File - Import source table from Flatfile.  Import from Cobol File - Import source table from Cobol source.  Import XML Definition - Import source table from XML Source. Step-5 Then click on Import from Database to import table from RDBMS Source database. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 6
  • 7. Step-6 Select ODBC data source (first create ODBC Connection for RDBMS Source ) and then specify Username, Owner name and password. Then click OK. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 7
  • 8. Step-7 Right click on table and select Preview Data to View data of source table. Step-8 Specify Username, Owner name and password. Then click connect. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 8
  • 9. Step-9 Now go to Targets Designer in Informatica Power Center Designer and click on target menu. In target menus also available various options and click on Import XML Definition. Step-10 Here we have four options available in XML Definition, They are followings.  Local File - Used local file as a target.  URL - Give URL for Target  Non-XML Sources - Used target as a source table.  Non- XML Targets - Target table as a specified target table. If your target table same as a source then select Non-XML Sources and select Source table. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 9
  • 10. Step-11 Select table and click on Open. Step-12 Click Yes on open window.. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 10
  • 11. Step-13 Here some options for change XMLViews and creating and naming options so select options as your target base and click OK. Step-13 Here specify XML target table name. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 11
  • 12. Step-11 Right click on table and select Preview Data to View the data. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 12
  • 13. Create Mapping Step-1 Go to Mapping Designer and Create New Mapping and then name of mapping and click OK. Step-2 Then drag and drop source and target data in Mapping Designer. Step-3 Then create mapping. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 13
  • 14. Step-9 And then save it (ctrl+s) and check mapping is VALID. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 14
  • 15. Create Workflow Step-1 Now go to Informatica Power Center Workflow Manager, and go to Tools menu and select Workflow Designer. Step-2 Now to create workflows, go to Workflows menu and select Create. Then Name of workflow and click OK buttons. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 15
  • 16. Step-3 Work flow Designer windows Step- 4 Then create Task, Go to Tasks Menu and click Create. Step-5 Now select session and insert Name of task. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 16
  • 17. Step-6 Select Mapping to associate with the session. Step-7 Workflow Designer Window. Step-8 Now create flow B/W Workflow to Task. Select Link Task and link to start to s_XML. Link task use to connect each workflow task(session). We can specify conditions with link to create branches in the workflow. The Workflow Manager does not allow us to use links to create loops in the workflow. Each link in the workflow can run only once. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 17
  • 18. Step-9 Work Designer Windows Step-10 After that create relational connection for Oracle. Step-11 Then specify Name, User Name, Password, Connection String and Attribute and then click OK. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 18
  • 19. Step-12 Now Configure Connection to Source and Target, Then Right Click on Filter and Edit, Then Click Mapping tab and configure connection for your source and target table schema in oracle 11g RDBMS. And then click OK. Step-13 Select DBConnection for Source and Target Relation Database. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 19
  • 20. Step-14 Set Property of Target Table. In property tab, we set property according to target requirement. Here set target attribute and its value. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 20
  • 21. Step-15 Now save (ctrl+s) this workflow and check it. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 21
  • 22. Workflow Monitor and View Target Data Step-1 Now Start Workflow, Right click on Workflow Designer Window and Click on Start Workflow. Step-2 Check session in Informatica PowerCenter Workflow Monitor. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 22
  • 23. Step-3 Now check execution log. Insert Script. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 23
  • 24. Target table path. Target Load Summary. Step-4 Now view data in Target. www.bispsolutions.com | www.hyperionguru.com | www.bisptrainings.com | Page 24
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