Designer Guide
■ SAP BusinessObjects Data Services 4.0 (14.0.1)

2011-06-09
Copyright

© 2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
BusinessObjects Ex...
Contents

Chapter 1

1.1
1.1.1
1.1.2
1.1.3
1.1.4
1.2
1.2.1
1.2.2

Welcome to SAP BusinessObjects Data Services...............
Contents

3.6
3.7
3.8
3.8.1
3.8.2
3.8.3
3.8.4
3.8.5
3.8.6
3.8.7
3.9
3.9.1
3.9.2
3.9.3
3.10
3.11
3.11.1
3.11.2
3.11.3
3.11....
Contents

4.2.2
Chapter 5

Datastores........................................................................................
Contents

6.3.4
6.3.5
6.4
6.4.1
6.4.2
6.4.3
6.5
6.5.1
6.5.2
6.5.3
6.5.4
6.5.5
6.5.6
6.5.7
6.6
6.6.1
6.6.2
6.6.3
6.6.4
6.7
...
Contents

7.2
7.2.1
7.2.2
7.2.3
7.3
7.3.1
7.3.2
7.3.3
7.3.4
7.3.5
7.4
7.4.1
7.4.2
7.5
7.5.1
7.5.2
7.5.3
7.6
7.6.1
7.6.2
7....
Contents

8.6.5
8.6.6
8.6.7
8.6.8
8.6.9
Chapter 9

Work Flows................................................................
Contents

10.4.2
10.4.3
10.4.4
10.4.5
10.4.6
10.4.7
10.4.8
10.5
10.5.1
Chapter 11

Real-time Jobs............................
Contents

12.2
12.3
12.3.1
12.3.2
12.3.3
12.3.4
12.3.5
Chapter 13

Variables and Parameters..................................
Contents

14.2.2
14.2.3
14.3
14.3.1
14.3.2
14.3.3
14.4
14.4.1
14.4.2
14.5
14.5.1
14.5.2
Chapter 15

Data Assessment..........
Contents

16.2.1
16.2.2
16.2.3
16.2.4
16.2.5
16.2.6
16.2.7
16.2.8
16.2.9
16.2.10
16.3
16.3.1
16.3.2
16.3.3
16.4
16.4.1
16....
Contents

16.6
16.6.1
16.6.2
16.6.3
16.6.4
16.6.5
16.6.6
16.6.7
16.6.8
16.6.9
16.6.10
16.6.11
16.6.12
16.7
16.7.1
16.8
Cha...
Contents

17.5
17.5.1
17.5.2
Chapter 18

Exchanging Metadata.................................................................
Contents

20.2.5
20.2.6
20.2.7
20.2.8
20.2.9
20.3
20.3.1
20.3.2
20.3.3
20.3.4
20.3.5
20.3.6
20.4
20.4.1
20.4.2
20.4.3
20.4...
Contents

22.3
Chapter 23

Multi-user Environment Setup......................................................................
Contents

25.6
25.6.1
25.7
25.7.1
25.7.2
25.7.3
25.8
25.9
25.9.1
25.9.2
25.9.3
25.10

Labeling objects.......................
Contents

18

2011-06-09
Introduction

Introduction

1.1 Welcome to SAP BusinessObjects Data Services

1.1.1 Welcome
SAP BusinessObjects Data Servi...
Introduction

Document

What this document provides

Installation Guide for Windows

Information about and procedures for ...
Introduction

Document

What this document provides

Tutorial

A step-by-step introduction to using SAP BusinessObjects
Da...
Introduction

Document

What this document provides

Information Platform Services Installation Guide for
Windows

Install...
Introduction

You can access the complete documentation set for SAP BusinessObjects Data Services from the SAP
BusinessObj...
Introduction

Address

Content

Customer Support, Consulting, and Education
services

Information about SAP Business User ...
Introduction

Welcome to the Designer Guide. The Data Services Designer provides a graphical user interface (GUI)
developm...
Introduction

26

2011-06-09
Logging into the Designer

Logging into the Designer

You must have access to a local repository to log into the software....
Logging into the Designer

Your repository version must be associated with the same major release as the Designer and must...
Designer User Interface

Designer User Interface

This section provides basic information about the Designer's graphical u...
Designer User Interface

3.1.2 Single-use objects
Some objects are defined only within the context of a single job or data...
Designer User Interface

3.2 Designer window
The Designer user interface consists of a single application window and sever...
Designer User Interface

In addition to the Menu bar and Toolbar, there are other key areas of the application window:
Are...
Designer User Interface

3.3.1 Project menu
The project menu contains standard Windows as well as software-specific option...
Designer User Interface

Option

Description

Recover Last
Deleted

Recover deleted objects to the workspace from which th...
Designer User Interface

Option

Description

Run Match Wizard

Display the Match Wizard to create a match data flow. Sele...
Designer User Interface

• Connecting to the profiler server
• Metadata exchange
• Creating SAP universes
• General and en...
Designer User Interface

Option

Description

Validate

Validate the objects in the current workspace view or all objects ...
Designer User Interface

Option

Description

Create Dictionary

Create a new dictionary in the repository.

Delete Dictio...
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SAP BODS Designer PDF
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SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
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SAP BODS Designer PDF
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SAP BODS Designer PDF
SAP BODS Designer PDF
SAP BODS Designer PDF
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SAP BODS Designer PDF
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SAP BODS Designer PDF
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Transcript of "SAP BODS Designer PDF"

  1. 1. Designer Guide ■ SAP BusinessObjects Data Services 4.0 (14.0.1) 2011-06-09
  2. 2. Copyright © 2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. 2011-06-09
  3. 3. Contents Chapter 1 1.1 1.1.1 1.1.2 1.1.3 1.1.4 1.2 1.2.1 1.2.2 Welcome to SAP BusinessObjects Data Services.................................................................19 Chapter 2 Logging into the Designer.....................................................................................................27 2.1 2.2 Version restrictions................................................................................................................27 Chapter 3 Designer User Interface........................................................................................................29 3.1 3.1.1 3.1.2 3.1.3 3.2 3.3 3.3.1 3.3.2 3.3.3 3.3.4 3.3.5 3.3.6 3.3.7 3.3.8 3.3.9 3.4 3.5 3 Introduction...........................................................................................................................19 Objects..................................................................................................................................29 Welcome...............................................................................................................................19 Documentation set for SAP BusinessObjects Data Services.................................................19 Accessing documentation......................................................................................................22 SAP BusinessObjects information resources.........................................................................23 Overview of this guide............................................................................................................24 About this guide.....................................................................................................................25 Who should read this guide....................................................................................................25 Resetting users......................................................................................................................28 Reusable objects...................................................................................................................29 Single-use objects..................................................................................................................30 Object hierarchy.....................................................................................................................30 Designer window...................................................................................................................31 Menu bar...............................................................................................................................32 Project menu..........................................................................................................................33 Edit menu...............................................................................................................................33 View menu.............................................................................................................................34 Tools menu............................................................................................................................34 Debug menu..........................................................................................................................36 Validation menu.....................................................................................................................36 Dictionary menu.....................................................................................................................37 Window menu........................................................................................................................38 Help menu..............................................................................................................................38 Toolbar...................................................................................................................................39 Project area ..........................................................................................................................41 2011-06-09
  4. 4. Contents 3.6 3.7 3.8 3.8.1 3.8.2 3.8.3 3.8.4 3.8.5 3.8.6 3.8.7 3.9 3.9.1 3.9.2 3.9.3 3.10 3.11 3.11.1 3.11.2 3.11.3 3.11.4 3.11.5 3.11.6 3.11.7 3.11.8 3.12 3.12.1 3.12.2 3.12.3 3.12.4 3.12.5 3.12.6 3.12.7 Chapter 4 Projects and Jobs.................................................................................................................67 4.1 4.1.1 4.1.2 4.1.3 4.1.4 4.2 4.2.1 4 Tool palette............................................................................................................................42 Projects.................................................................................................................................67 Designer keyboard accessibility.............................................................................................43 Workspace............................................................................................................................44 Moving objects in the workspace area...................................................................................44 Connecting objects................................................................................................................45 Disconnecting objects............................................................................................................45 Describing objects ................................................................................................................45 Scaling the workspace...........................................................................................................46 Arranging workspace windows...............................................................................................46 Closing workspace windows..................................................................................................46 Local object library.................................................................................................................47 To open the object library.......................................................................................................47 To display the name of each tab as well as its icon.................................................................48 To sort columns in the object library.......................................................................................48 Object editors........................................................................................................................49 Working with objects..............................................................................................................49 Creating new reusable objects...............................................................................................50 Changing object names..........................................................................................................51 Viewing and changing object properties.................................................................................52 Creating descriptions.............................................................................................................53 Creating annotations .............................................................................................................55 Copying objects.....................................................................................................................56 Saving and deleting objects....................................................................................................57 Searching for objects.............................................................................................................59 General and environment options...........................................................................................61 Designer — Environment.......................................................................................................61 Designer — General..............................................................................................................62 Designer — Graphics.............................................................................................................64 Designer — Central Repository Connections.........................................................................65 Data — General.....................................................................................................................65 Job Server — Environment....................................................................................................66 Job Server — General...........................................................................................................66 Objects that make up a project..............................................................................................67 Creating a new project...........................................................................................................68 Opening existing projects.......................................................................................................68 Saving projects......................................................................................................................69 Jobs.......................................................................................................................................69 Creating jobs.........................................................................................................................70 2011-06-09
  5. 5. Contents 4.2.2 Chapter 5 Datastores.............................................................................................................................73 5.1 5.2 5.2.1 5.2.2 5.2.3 5.2.4 5.2.5 5.2.6 5.2.7 5.2.8 5.2.9 5.3 5.3.1 5.3.2 5.3.3 5.4 5.4.1 5.4.2 5.4.3 5.5 5.5.1 5.5.2 5.5.3 5.5.4 5.5.5 5.5.6 5.5.7 5.5.8 5.5.9 What are datastores?.............................................................................................................73 Chapter 6 File formats.........................................................................................................................123 6.1 6.2 6.3 6.3.1 6.3.2 6.3.3 5 Naming conventions for objects in jobs..................................................................................71 Understanding file formats...................................................................................................123 Database datastores..............................................................................................................74 Mainframe interface...............................................................................................................74 Defining a database datastore................................................................................................77 Configuring ODBC data sources on UNIX..............................................................................80 Changing a datastore definition..............................................................................................80 Browsing metadata through a database datastore..................................................................81 Importing metadata through a database datastore..................................................................84 Memory datastores................................................................................................................90 Persistent cache datastores...................................................................................................94 Linked datastores...................................................................................................................97 Adapter datastores................................................................................................................99 Defining an adapter datastore..............................................................................................100 Browsing metadata through an adapter datastore................................................................102 Importing metadata through an adapter datastore................................................................102 Web service datastores.......................................................................................................103 Defining a web service datastore.........................................................................................103 Browsing WSDL metadata through a web service datastore................................................104 Importing metadata through a web service datastore...........................................................106 Creating and managing multiple datastore configurations.....................................................106 Definitions............................................................................................................................107 Why use multiple datastore configurations?.........................................................................108 Creating a new configuration................................................................................................108 Adding a datastore alias.......................................................................................................110 Functions to identify the configuration..................................................................................110 Portability solutions..............................................................................................................112 Job portability tips................................................................................................................116 Renaming table and function owner......................................................................................117 Defining a system configuration...........................................................................................121 File format editor..................................................................................................................124 Creating file formats.............................................................................................................126 To create a new file format...................................................................................................126 Modeling a file format on a sample file.................................................................................127 Replicating and renaming file formats...................................................................................128 2011-06-09
  6. 6. Contents 6.3.4 6.3.5 6.4 6.4.1 6.4.2 6.4.3 6.5 6.5.1 6.5.2 6.5.3 6.5.4 6.5.5 6.5.6 6.5.7 6.6 6.6.1 6.6.2 6.6.3 6.6.4 6.7 6.7.1 6.7.2 6.7.3 6.7.4 6.8 6.8.1 6.9 6.9.1 6.9.2 6.9.3 6.10 Chapter 7 Data Flows..........................................................................................................................151 7.1 7.1.1 7.1.2 7.1.3 7.1.4 7.1.5 7.1.6 7.1.7 6 To create a file format from an existing flat table schema.....................................................129 What is a data flow?.............................................................................................................151 To create a specific source or target file...............................................................................129 Editing file formats................................................................................................................130 To edit a file format template................................................................................................130 To edit a source or target file...............................................................................................131 Change multiple column properties......................................................................................131 File format features..............................................................................................................132 Reading multiple files at one time.........................................................................................132 Identifying source file names ...............................................................................................133 Number formats...................................................................................................................133 Ignoring rows with specified markers....................................................................................134 Date formats at the field level...............................................................................................135 Parallel process threads.......................................................................................................135 Error handling for flat-file sources.........................................................................................136 File transfers........................................................................................................................139 Custom transfer system variables for flat files......................................................................139 Custom transfer options for flat files....................................................................................140 Setting custom transfer options...........................................................................................141 Design tips...........................................................................................................................142 Creating COBOL copybook file formats...............................................................................143 To create a new COBOL copybook file format.....................................................................144 To create a new COBOL copybook file format and a data file..............................................144 To create rules to identify which records represent which schemas.....................................145 To identify the field that contains the length of the schema's record.....................................146 Creating Microsoft Excel workbook file formats on UNIX platforms .....................................146 To create a Microsoft Excel workbook file format on UNIX ..................................................147 Creating Web log file formats...............................................................................................147 Word_ext function................................................................................................................148 Concat_date_time function...................................................................................................149 WL_GetKeyValue function...................................................................................................149 Unstructured file formats......................................................................................................149 Naming data flows................................................................................................................151 Data flow example................................................................................................................151 Steps in a data flow..............................................................................................................152 Data flows as steps in work flows........................................................................................152 Intermediate data sets in a data flow....................................................................................153 Operation codes..................................................................................................................153 Passing parameters to data flows.........................................................................................154 2011-06-09
  7. 7. Contents 7.2 7.2.1 7.2.2 7.2.3 7.3 7.3.1 7.3.2 7.3.3 7.3.4 7.3.5 7.4 7.4.1 7.4.2 7.5 7.5.1 7.5.2 7.5.3 7.6 7.6.1 7.6.2 7.6.3 7.6.4 7.7 Chapter 8 Transforms..........................................................................................................................175 8.1 8.2 8.3 8.3.1 8.3.2 8.4 8.4.1 8.4.2 8.5 8.5.1 8.5.2 8.6 8.6.1 8.6.2 8.6.3 8.6.4 7 Creating and defining data flows..........................................................................................155 To add a transform to a data flow.........................................................................................177 To define a new data flow using the object library.................................................................155 To define a new data flow using the tool palette...................................................................155 To change properties of a data flow.....................................................................................155 Source and target objects....................................................................................................156 Source objects.....................................................................................................................157 Target objects......................................................................................................................157 Adding source or target objects to data flows......................................................................158 Template tables....................................................................................................................160 Converting template tables to regular tables........................................................................161 Adding columns within a data flow .......................................................................................162 To add columns within a data flow........................................................................................163 Propagating columns in a data flow containing a Merge transform........................................163 Lookup tables and the lookup_ext function...........................................................................164 Accessing the lookup_ext editor..........................................................................................165 Example: Defining a simple lookup_ext function....................................................................166 Example: Defining a complex lookup_ext function ................................................................169 Data flow execution.............................................................................................................171 Push down operations to the database server......................................................................171 Distributed data flow execution............................................................................................172 Load balancing.....................................................................................................................173 Caches................................................................................................................................173 Audit Data Flow overview.....................................................................................................174 Transform editors.................................................................................................................178 Transform configurations......................................................................................................179 To create a transform configuration......................................................................................179 To add a user-defined field ..................................................................................................180 The Query transform ...........................................................................................................181 To add a Query transform to a data flow..............................................................................181 Query Editor.........................................................................................................................182 Data Quality transforms ......................................................................................................184 To add a Data Quality transform to a data flow.....................................................................184 Data Quality transform editors.............................................................................................186 Text Data Processing transforms.........................................................................................189 Text Data Processing overview............................................................................................189 Entity Extraction transform overview.....................................................................................190 Using the Entity Extraction transform....................................................................................193 Differences between text data processing and data cleanse transforms...............................194 2011-06-09
  8. 8. Contents 8.6.5 8.6.6 8.6.7 8.6.8 8.6.9 Chapter 9 Work Flows.........................................................................................................................201 9.1 9.2 9.3 9.4 9.5 9.5.1 9.5.2 9.5.3 9.6 9.6.1 9.7 9.7.1 9.7.2 9.7.3 9.8 9.8.1 9.8.2 9.8.3 9.9 9.9.1 9.9.2 What is a work flow?............................................................................................................201 Chapter 10 Nested Data........................................................................................................................217 10.1 10.2 10.3 10.3.1 10.3.2 10.3.3 10.3.4 10.3.5 10.4 10.4.1 8 Using multiple transforms.....................................................................................................195 What is nested data?...........................................................................................................217 Examples for using the Entity Extraction transform...............................................................195 To add a text data processing transform to a data flow........................................................196 Entity Extraction transform editor.........................................................................................198 Using filtering options..........................................................................................................199 Steps in a work flow.............................................................................................................202 Order of execution in work flows..........................................................................................202 Example of a work flow........................................................................................................203 Creating work flows.............................................................................................................204 To create a new work flow using the object library...............................................................204 To create a new work flow using the tool palette .................................................................204 To specify that a job executes the work flow one time.........................................................204 Conditionals.........................................................................................................................205 To define a conditional.........................................................................................................206 While loops..........................................................................................................................207 Design considerations..........................................................................................................207 Defining a while loop............................................................................................................209 Using a while loop with View Data........................................................................................210 Try/catch blocks..................................................................................................................210 Defining a try/catch block....................................................................................................211 Categories of available exceptions.......................................................................................212 Example: Catching details of an error...................................................................................213 Scripts.................................................................................................................................214 To create a script.................................................................................................................214 Debugging scripts using the print function............................................................................215 Representing hierarchical data.............................................................................................217 Formatting XML documents.................................................................................................220 Importing XML Schemas......................................................................................................220 Specifying source options for XML files ..............................................................................225 Mapping optional schemas...................................................................................................226 Using Document Type Definitions (DTDs) ...........................................................................228 Generating DTDs and XML Schemas from an NRDM schema.............................................230 Operations on nested data...................................................................................................230 Overview of nested data and the Query transform...............................................................231 2011-06-09
  9. 9. Contents 10.4.2 10.4.3 10.4.4 10.4.5 10.4.6 10.4.7 10.4.8 10.5 10.5.1 Chapter 11 Real-time Jobs....................................................................................................................249 11.1 11.2 11.2.1 11.2.2 11.2.3 11.3 11.3.1 11.3.2 11.3.3 11.4 11.4.1 11.4.2 11.4.3 11.4.4 11.5 11.5.1 11.5.2 11.5.3 11.6 11.6.1 11.6.2 11.6.3 11.7 11.7.1 11.7.2 11.7.3 Request-response message processing...............................................................................249 Chapter 12 Embedded Data Flows........................................................................................................269 12.1 9 FROM clause construction...................................................................................................231 Overview of embedded data flows.......................................................................................269 Nesting columns .................................................................................................................234 Using correlated columns in nested data..............................................................................236 Distinct rows and nested data..............................................................................................237 Grouping values across nested schemas.............................................................................237 Unnesting nested data ........................................................................................................238 Transforming lower levels of nested data.............................................................................241 XML extraction and parsing for columns...............................................................................241 Sample scenarios.................................................................................................................242 What is a real-time job?........................................................................................................250 Real-time versus batch.........................................................................................................250 Messages............................................................................................................................251 Real-time job examples........................................................................................................252 Creating real-time jobs.........................................................................................................254 Real-time job models............................................................................................................254 Using real-time job models...................................................................................................255 To create a real-time job with a single dataflow....................................................................257 Real-time source and target objects.....................................................................................258 To view an XML message source or target schema.............................................................259 Secondary sources and targets............................................................................................259 Transactional loading of tables.............................................................................................259 Design tips for data flows in real-time jobs...........................................................................260 Testing real-time jobs...........................................................................................................261 Executing a real-time job in test mode..................................................................................261 Using View Data..................................................................................................................261 Using an XML file target.......................................................................................................262 Building blocks for real-time jobs..........................................................................................263 Supplementing message data..............................................................................................263 Branching data flow based on a data cache value.................................................................265 Calling application functions.................................................................................................266 Designing real-time applications...........................................................................................267 Reducing queries requiring back-office application access....................................................267 Messages from real-time jobs to adapter instances.............................................................267 Real-time service invoked by an adapter instance.................................................................268 2011-06-09
  10. 10. Contents 12.2 12.3 12.3.1 12.3.2 12.3.3 12.3.4 12.3.5 Chapter 13 Variables and Parameters...................................................................................................277 13.1 13.2 13.2.1 13.3 13.3.1 13.3.2 13.3.3 13.3.4 13.4 13.4.1 13.4.2 13.4.3 13.5 13.5.1 13.5.2 13.5.3 13.6 13.7 13.7.1 13.8 13.8.1 13.8.2 13.8.3 13.8.4 13.8.5 13.8.6 Overview of variables and parameters..................................................................................277 Chapter 14 Executing Jobs....................................................................................................................301 14.1 14.2 14.2.1 10 Example of when to use embedded data flows.....................................................................270 Overview of job execution....................................................................................................301 Creating embedded data flows.............................................................................................270 Using the Make Embedded Data Flow option.......................................................................271 Creating embedded data flows from existing flows...............................................................272 Using embedded data flows.................................................................................................273 Separately testing an embedded data flow...........................................................................275 Troubleshooting embedded data flows.................................................................................276 The Variables and Parameters window.................................................................................278 To view the variables and parameters in each job, work flow, or data flow............................278 Using local variables and parameters...................................................................................280 Parameters..........................................................................................................................281 Passing values into data flows..............................................................................................281 To define a local variable......................................................................................................282 Defining parameters.............................................................................................................282 Using global variables ..........................................................................................................284 Creating global variables......................................................................................................284 Viewing global variables ......................................................................................................285 Setting global variable values...............................................................................................285 Local and global variable rules..............................................................................................289 Naming................................................................................................................................289 Replicating jobs and work flows...........................................................................................289 Importing and exporting........................................................................................................289 Environment variables..........................................................................................................290 Setting file names at run-time using variables.......................................................................290 To use a variable in a flat file name.......................................................................................290 Substitution parameters.......................................................................................................291 Overview of substitution parameters....................................................................................291 Using the Substitution Parameter Editor...............................................................................293 Associating a substitution parameter configuration with a system configuration...................295 Overriding a substitution parameter in the Administrator......................................................297 Executing a job with substitution parameters .......................................................................297 Exporting and importing substitution parameters..................................................................298 Preparing for job execution...................................................................................................301 Validating jobs and job components.....................................................................................302 2011-06-09
  11. 11. Contents 14.2.2 14.2.3 14.3 14.3.1 14.3.2 14.3.3 14.4 14.4.1 14.4.2 14.5 14.5.1 14.5.2 Chapter 15 Data Assessment................................................................................................................315 15.1 15.1.1 15.1.2 15.1.3 15.1.4 15.1.5 15.1.6 15.2 15.2.1 15.2.2 15.2.3 15.3 15.3.1 15.3.2 15.4 15.4.1 15.4.2 15.4.3 15.4.4 15.4.5 15.4.6 15.4.7 Using the Data Profiler.........................................................................................................316 Chapter 16 Data Quality........................................................................................................................353 16.1 16.2 11 Ensuring that the Job Server is running................................................................................303 Overview of data quality.......................................................................................................353 Setting job execution options...............................................................................................303 Executing jobs as immediate tasks.......................................................................................304 To execute a job as an immediate task.................................................................................304 Monitor tab .........................................................................................................................305 Log tab ...............................................................................................................................306 Debugging execution errors.................................................................................................306 Using logs............................................................................................................................307 Examining target data...........................................................................................................309 Changing Job Server options...............................................................................................309 To change option values for an individual Job Server...........................................................312 To use mapped drive names in a path..................................................................................314 Data sources that you can profile.........................................................................................316 Connecting to the profiler server..........................................................................................317 Profiler statistics..................................................................................................................318 Executing a profiler task.......................................................................................................321 Monitoring profiler tasks using the Designer........................................................................326 Viewing the profiler results...................................................................................................327 Using View Data to determine data quality...........................................................................333 Data tab...............................................................................................................................334 Profile tab............................................................................................................................335 Relationship Profile or Column Profile tab.............................................................................335 Using the Validation transform.............................................................................................335 Analyzing the column profile.................................................................................................336 Defining a validation rule based on a column profile..............................................................337 Using Auditing .....................................................................................................................338 Auditing objects in a data flow..............................................................................................339 Accessing the Audit window................................................................................................343 Defining audit points, rules, and action on failure..................................................................344 Guidelines to choose audit points .......................................................................................346 Auditing embedded data flows.............................................................................................347 Resolving invalid audit labels................................................................................................350 Viewing audit results ...........................................................................................................350 Data Cleanse.......................................................................................................................353 2011-06-09
  12. 12. Contents 16.2.1 16.2.2 16.2.3 16.2.4 16.2.5 16.2.6 16.2.7 16.2.8 16.2.9 16.2.10 16.3 16.3.1 16.3.2 16.3.3 16.4 16.4.1 16.4.2 16.4.3 16.4.4 16.4.5 16.4.6 16.4.7 16.4.8 16.4.9 16.4.10 16.4.11 16.4.12 16.4.13 16.5 16.5.1 16.5.2 16.5.3 16.5.4 16.5.5 16.5.6 16.5.7 16.5.8 16.5.9 16.5.10 16.5.11 16.5.12 12 About cleansing data............................................................................................................353 Cleansing package lifecycle: develop, deploy and maintain ..................................................354 Configuring the Data Cleanse transform..............................................................................356 Ranking and prioritizing parsing engines...............................................................................357 About parsing data...............................................................................................................358 About standardizing data......................................................................................................364 About assigning gender descriptions and prenames.............................................................364 Prepare records for matching...............................................................................................365 Region-specific data.............................................................................................................367 Japanese data......................................................................................................................368 Geocoding...........................................................................................................................369 POI and address geocoding ................................................................................................370 POI and address reverse geocoding ....................................................................................376 Understanding your output...................................................................................................387 Match..................................................................................................................................389 Matching strategies..............................................................................................................389 Match components..............................................................................................................389 Match Wizard.......................................................................................................................391 Transforms for match data flows..........................................................................................398 Working in the Match and Associate editors........................................................................399 Physical and logical sources.................................................................................................400 Match preparation................................................................................................................404 Match criteria.......................................................................................................................424 Post-match processing.........................................................................................................440 Association matching...........................................................................................................458 Unicode matching................................................................................................................458 Phonetic matching................................................................................................................461 Set up for match reports .....................................................................................................463 Address Cleanse..................................................................................................................464 How address cleanse works.................................................................................................464 Prepare your input data........................................................................................................467 Determine which transform(s) to use...................................................................................469 Identify the country of destination.........................................................................................472 Set up the reference files.....................................................................................................473 Define the standardization options.......................................................................................474 Process Japanese addresses .............................................................................................475 Process Chinese addresses.................................................................................................485 Supported countries (Global Address Cleanse)....................................................................490 New Zealand Certification....................................................................................................492 Global Address Cleanse Suggestion List.............................................................................496 Global Suggestion List.........................................................................................................496 2011-06-09
  13. 13. Contents 16.6 16.6.1 16.6.2 16.6.3 16.6.4 16.6.5 16.6.6 16.6.7 16.6.8 16.6.9 16.6.10 16.6.11 16.6.12 16.7 16.7.1 16.8 Chapter 17 Design and Debug..............................................................................................................585 17.1 17.1.1 17.1.2 17.1.3 17.2 17.2.1 17.2.2 17.2.3 17.2.4 17.2.5 17.3 17.3.1 17.3.2 17.3.3 17.3.4 17.3.5 17.3.6 17.3.7 17.4 17.4.1 17.4.2 17.4.3 17.4.4 13 Beyond the basic address cleansing.....................................................................................497 Using View Where Used......................................................................................................585 USPS DPV®.........................................................................................................................497 LACSLink®...........................................................................................................................508 SuiteLink™............................................................................................................................518 USPS DSF2®.......................................................................................................................521 NCOALink® overview...........................................................................................................531 USPS eLOT® .......................................................................................................................550 Early Warning System (EWS)...............................................................................................551 USPS RDI®..........................................................................................................................552 GeoCensus (USA Regulatory Address Cleanse).................................................................556 Z4Change (USA Regulatory Address Cleanse)....................................................................560 Suggestion lists overview.....................................................................................................562 Multiple data source statistics reporting...............................................................................565 Data Quality support for native data types............................................................................583 Data Quality data type definitions.........................................................................................583 Data Quality support for NULL values..................................................................................584 Accessing View Where Used from the object library............................................................586 Accessing View Where Used from the workspace...............................................................588 Limitations...........................................................................................................................588 Using View Data..................................................................................................................589 Accessing View Data...........................................................................................................589 Viewing data in the workspace.............................................................................................590 View Data Properties...........................................................................................................592 View Data tool bar options...................................................................................................596 View Data tabs....................................................................................................................597 Using the interactive debugger.............................................................................................600 Before starting the interactive debugger...............................................................................601 Starting and stopping the interactive debugger.....................................................................604 Panes...................................................................................................................................606 Debug menu options and tool bar.........................................................................................610 Viewing data passed by transforms......................................................................................612 Push-down optimizer............................................................................................................613 Limitations...........................................................................................................................613 Comparing Objects..............................................................................................................614 To compare two different objects.........................................................................................614 To compare two versions of the same object.......................................................................615 Overview of the Difference Viewer window..........................................................................615 Navigating through differences.............................................................................................619 2011-06-09
  14. 14. Contents 17.5 17.5.1 17.5.2 Chapter 18 Exchanging Metadata..........................................................................................................623 18.1 18.1.1 18.1.2 18.2 18.2.1 18.2.2 18.2.3 18.2.4 Metadata exchange..............................................................................................................623 Chapter 19 Recovery Mechanisms........................................................................................................629 19.1 19.2 19.2.1 19.2.2 19.2.3 19.2.4 19.2.5 19.2.6 19.2.7 19.3 19.4 19.4.1 19.4.2 19.4.3 Recovering from unsuccessful job execution........................................................................629 Chapter 20 Techniques for Capturing Changed Data............................................................................643 20.1 20.1.1 20.1.2 20.1.3 20.2 20.2.1 20.2.2 20.2.3 20.2.4 14 Calculating column mappings...............................................................................................619 Understanding changed-data capture...................................................................................643 To automatically calculate column mappings ........................................................................620 To manually calculate column mappings ..............................................................................620 Importing metadata files into the software............................................................................624 Exporting metadata files from the software...........................................................................624 Creating SAP universes.......................................................................................................625 To create universes using the Tools menu ...........................................................................625 To create universes using the object library..........................................................................626 Mappings between repository and universe metadata..........................................................626 Attributes that support metadata exchange..........................................................................627 Automatically recovering jobs...............................................................................................630 Enabling automated recovery...............................................................................................630 Marking recovery units.........................................................................................................631 Running in recovery mode....................................................................................................632 Ensuring proper execution path............................................................................................632 Using try/catch blocks with automatic recovery...................................................................633 Ensuring that data is not duplicated in targets.......................................................................635 Using preload SQL to allow re-executable data flows ..........................................................636 Manually recovering jobs using status tables........................................................................637 Processing data with problems.............................................................................................638 Using overflow files..............................................................................................................639 Filtering missing or bad values .............................................................................................639 Handling facts with missing dimensions................................................................................640 Full refresh...........................................................................................................................643 Capturing only changes........................................................................................................643 Source-based and target-based CDC..................................................................................644 Using CDC with Oracle sources..........................................................................................646 Overview of CDC for Oracle databases...............................................................................646 Setting up Oracle CDC........................................................................................................650 To create a CDC datastore for Oracle.................................................................................651 Importing CDC data from Oracle..........................................................................................651 2011-06-09
  15. 15. Contents 20.2.5 20.2.6 20.2.7 20.2.8 20.2.9 20.3 20.3.1 20.3.2 20.3.3 20.3.4 20.3.5 20.3.6 20.4 20.4.1 20.4.2 20.4.3 20.4.4 20.4.5 20.4.6 20.5 20.5.1 20.5.2 20.5.3 20.5.4 20.5.5 20.6 Chapter 21 Monitoring Jobs..................................................................................................................697 21.1 21.2 21.2.1 21.2.2 21.2.3 21.2.4 21.2.5 21.2.6 Administrator.......................................................................................................................697 Chapter 22 Multi-user Development......................................................................................................713 22.1 22.2 15 Viewing an imported CDC table...........................................................................................654 Central versus local repository.............................................................................................713 To configure an Oracle CDC source table............................................................................656 To create a data flow with an Oracle CDC source................................................................659 Maintaining CDC tables and subscriptions...........................................................................659 Limitations...........................................................................................................................660 Using CDC with Attunity mainframe sources.......................................................................661 Setting up Attunity CDC......................................................................................................662 Setting up the software for CDC on mainframe sources......................................................663 Importing mainframe CDC data............................................................................................664 Configuring a mainframe CDC source..................................................................................666 Using mainframe check-points.............................................................................................668 Limitations...........................................................................................................................669 Using CDC with Microsoft SQL Server databases ..............................................................669 Overview of CDC for SQL Server databases.......................................................................669 Setting up Microsoft SQL Server for CDC...........................................................................671 Setting up the software for CDC on SQL Server.................................................................673 Importing SQL Server CDC data..........................................................................................674 Configuring a SQL Server CDC source...............................................................................675 Limitations...........................................................................................................................678 Using CDC with timestamp-based sources..........................................................................679 Processing timestamps........................................................................................................680 Overlaps..............................................................................................................................682 Types of timestamps............................................................................................................688 Timestamp-based CDC examples........................................................................................689 Additional job design tips.....................................................................................................695 Using CDC for targets.........................................................................................................696 SNMP support.....................................................................................................................697 About the SNMP agent........................................................................................................697 Job Server, SNMP agent, and NMS application architecture...............................................698 About SNMP Agent's Management Information Base (MIB)................................................699 About an NMS application...................................................................................................701 Configuring the software to support an NMS application......................................................702 Troubleshooting...................................................................................................................711 Multiple users......................................................................................................................714 2011-06-09
  16. 16. Contents 22.3 Chapter 23 Multi-user Environment Setup............................................................................................717 23.1 23.2 23.3 23.3.1 23.3.2 23.3.3 23.3.4 Create a nonsecure central repository.................................................................................717 Chapter 24 Implementing Central Repository Security.........................................................................721 24.1 24.1.1 24.1.2 24.1.3 24.2 24.2.1 24.2.2 24.3 24.4 24.5 24.6 24.6.1 Overview..............................................................................................................................721 Chapter 25 Working in a Multi-user Environment.................................................................................727 25.1 25.2 25.2.1 25.2.2 25.3 25.3.1 25.3.2 25.3.3 25.4 25.4.1 25.4.2 25.5 25.5.1 25.5.2 16 Security and the central repository.......................................................................................716 Filtering................................................................................................................................727 Define a connection to a nonsecure central repository.........................................................718 Activating a central repository..............................................................................................718 To activate a central repository............................................................................................719 To open the central object library.........................................................................................719 To change the active central repository................................................................................719 To change central repository connections............................................................................720 Group-based permissions....................................................................................................721 Permission levels.................................................................................................................722 Process summary................................................................................................................722 Creating a secure central repository.....................................................................................723 To create a secure central repository...................................................................................723 To upgrade a central repository from nonsecure to secure...................................................723 Adding a multi-user administrator (optional)..........................................................................724 Setting up groups and users................................................................................................724 Defining a connection to a secure central repository............................................................724 Working with objects in a secure central repository..............................................................725 Viewing and modifying permissions......................................................................................725 Adding objects to the central repository...............................................................................728 To add a single object to the central repository....................................................................728 To add an object and its dependent objects to the central repository...................................729 Checking out objects...........................................................................................................729 Check out single objects or objects with dependents...........................................................730 Check out single objects or objects with dependents without replacement..........................731 Check out objects with filtering............................................................................................732 Undoing check out...............................................................................................................732 To undo single object check out...........................................................................................733 To undo check out of an object and its dependents..............................................................733 Checking in objects..............................................................................................................733 Checking in single objects, objects with dependents............................................................734 Checking in an object with filtering.......................................................................................735 2011-06-09
  17. 17. Contents 25.6 25.6.1 25.7 25.7.1 25.7.2 25.7.3 25.8 25.9 25.9.1 25.9.2 25.9.3 25.10 Labeling objects...................................................................................................................735 Chapter 26 Migrating Multi-user Jobs...................................................................................................743 26.1 26.2 26.2.1 26.3 Application phase management............................................................................................743 Index 17 To label an object and its dependents..................................................................................737 Getting objects....................................................................................................................737 To get a single object...........................................................................................................737 To get an object and its dependent objects..........................................................................738 To get an object and its dependent objects with filtering......................................................738 Comparing objects...............................................................................................................738 Viewing object history..........................................................................................................739 To examine the history of an object......................................................................................739 To get a previous version of an object..................................................................................740 To get an object with a particular label..................................................................................740 Deleting objects...................................................................................................................740 Copying contents between central repositories....................................................................744 To copy the contents of one central repository to another central repository.......................744 Central repository migration.................................................................................................745 747 2011-06-09
  18. 18. Contents 18 2011-06-09
  19. 19. Introduction Introduction 1.1 Welcome to SAP BusinessObjects Data Services 1.1.1 Welcome SAP BusinessObjects Data Services delivers a single enterprise-class solution for data integration, data quality, data profiling, and text data processing that allows you to integrate, transform, improve, and deliver trusted data to critical business processes. It provides one development UI, metadata repository, data connectivity layer, run-time environment, and management console—enabling IT organizations to lower total cost of ownership and accelerate time to value. With SAP BusinessObjects Data Services, IT organizations can maximize operational efficiency with a single solution to improve data quality and gain access to heterogeneous sources and applications. 1.1.2 Documentation set for SAP BusinessObjects Data Services You should become familiar with all the pieces of documentation that relate to your SAP BusinessObjects Data Services product. Document What this document provides Administrator's Guide Information about administrative tasks such as monitoring, lifecycle management, security, and so on. Customer Issues Fixed Information about customer issues fixed in this release. Designer Guide Information about how to use SAP BusinessObjects Data Services Designer. Documentation Map Information about available SAP BusinessObjects Data Services books, languages, and locations. 19 2011-06-09
  20. 20. Introduction Document What this document provides Installation Guide for Windows Information about and procedures for installing SAP BusinessObjects Data Services in a Windows environment. Installation Guide for UNIX Information about and procedures for installing SAP BusinessObjects Data Services in a UNIX environment. Integrator's Guide Information for third-party developers to access SAP BusinessObjects Data Services functionality using web services and APIs. Management Console Guide Information about how to use SAP BusinessObjects Data Services Administrator and SAP BusinessObjects Data Services Metadata Reports. Performance Optimization Guide Information about how to improve the performance of SAP BusinessObjects Data Services. Reference Guide Detailed reference material for SAP BusinessObjects Data Services Designer. Release Notes Important information you need before installing and deploying this version of SAP BusinessObjects Data Services. Technical Manuals A compiled “master” PDF of core SAP BusinessObjects Data Services books containing a searchable master table of contents and index: • Administrator's Guide • Designer Guide • Reference Guide • Management Console Guide • Performance Optimization Guide • Supplement for J.D. Edwards • Supplement for Oracle Applications • Supplement for PeopleSoft • Supplement for Salesforce.com • Supplement for Siebel • Supplement for SAP Text Data Processing Extraction Customization Guide Information about building dictionaries and extraction rules to create your own extraction patterns to use with Text Data Processing transforms. Text Data Processing Language Reference Guide Information about the linguistic analysis and extraction processing features that the Text Data Processing component provides, as well as a reference section for each language supported. 20 2011-06-09
  21. 21. Introduction Document What this document provides Tutorial A step-by-step introduction to using SAP BusinessObjects Data Services. Upgrade Guide Release-specific product behavior changes from earlier versions of SAP BusinessObjects Data Services to the latest release. This manual also contains information about how to migrate from SAP BusinessObjects Data Quality Management to SAP BusinessObjects Data Services. What's New Highlights of new key features in this SAP BusinessObjects Data Services release. This document is not updated for support package or patch releases. In addition, you may need to refer to several Adapter Guides and Supplemental Guides. Document What this document provides Supplement for J.D. Edwards Information about interfaces between SAP BusinessObjects Data Services and J.D. Edwards World and J.D. Edwards OneWorld. Supplement for Oracle Applications Information about the interface between SAP BusinessObjects Data Services and Oracle Applications. Supplement for PeopleSoft Information about interfaces between SAP BusinessObjects Data Services and PeopleSoft. Supplement for Salesforce.com Information about how to install, configure, and use the SAP BusinessObjects Data Services Salesforce.com Adapter Interface. Supplement for SAP Information about interfaces between SAP BusinessObjects Data Services, SAP Applications, and SAP NetWeaver BW. Supplement for Siebel Information about the interface between SAP BusinessObjects Data Services and Siebel. We also include these manuals for information about SAP BusinessObjects Information platform services. Document What this document provides Information Platform Services Administrator's Guide Information for administrators who are responsible for configuring, managing, and maintaining an Information platform services installation. Information Platform Services Installation Guide for UNIX Installation procedures for SAP BusinessObjects Information platform services on a UNIX environment. 21 2011-06-09
  22. 22. Introduction Document What this document provides Information Platform Services Installation Guide for Windows Installation procedures for SAP BusinessObjects Information platform services on a Windows environment. 1.1.3 Accessing documentation You can access the complete documentation set for SAP BusinessObjects Data Services in several places. 1.1.3.1 Accessing documentation on Windows After you install SAP BusinessObjects Data Services, you can access the documentation from the Start menu. 1. Choose Start > Programs > SAP BusinessObjects Data Services 4.0 > Data Services Documentation. Note: Only a subset of the documentation is available from the Start menu. The documentation set for this release is available in <LINK_DIR>DocBooksen. 2. Click the appropriate shortcut for the document that you want to view. 1.1.3.2 Accessing documentation on UNIX After you install SAP BusinessObjects Data Services, you can access the online documentation by going to the directory where the printable PDF files were installed. 1. Go to <LINK_DIR>/doc/book/en/. 2. Using Adobe Reader, open the PDF file of the document that you want to view. 1.1.3.3 Accessing documentation from the Web 22 2011-06-09
  23. 23. Introduction You can access the complete documentation set for SAP BusinessObjects Data Services from the SAP BusinessObjects Business Users Support site. 1. Go to http://help.sap.com. 2. Click SAP BusinessObjects at the top of the page. 3. Click All Products in the navigation pane on the left. You can view the PDFs online or save them to your computer. 1.1.4 SAP BusinessObjects information resources A global network of SAP BusinessObjects technology experts provides customer support, education, and consulting to ensure maximum information management benefit to your business. Useful addresses at a glance: 23 2011-06-09
  24. 24. Introduction Address Content Customer Support, Consulting, and Education services Information about SAP Business User Support programs, as well as links to technical articles, downloads, and online forums. Consulting services can provide you with information about how SAP BusinessObjects can help maximize your information management investment. Education services can provide information about training options and modules. From traditional classroom learning to targeted e-learning seminars, SAP BusinessObjects can offer a training package to suit your learning needs and preferred learning style. http://service.sap.com/ SAP BusinessObjects Data Services Community Get online and timely information about SAP BusinessObjects Data Services, including tips and tricks, http://www.sdn.sap.com/irj/sdn/ds additional downloads, samples, and much more. All content is to and from the community, so feel free to join in and contact us if you have a submission. Forums on SCN (SAP Community Network ) http://forums.sdn.sap.com/forum.jspa?foru mID=305 Blueprints http://www.sdn.sap.com/irj/boc/blueprints Product documentation Search the SAP BusinessObjects forums on the SAP Community Network to learn from other SAP BusinessObjects Data Services users and start posting questions or share your knowledge with the community. Blueprints for you to download and modify to fit your needs. Each blueprint contains the necessary SAP BusinessObjects Data Services project, jobs, data flows, file formats, sample data, template tables, and custom functions to run the data flows in your environment with only a few modifications. SAP BusinessObjects product documentation. http://help.sap.com/businessobjects/ Supported Platforms (Product Availability Matrix) https://service.sap.com/PAM Get information about supported platforms for SAP BusinessObjects Data Services. Use the search function to search for Data Services. Click the link for the version of Data Services you are searching for. 1.2 Overview of this guide 24 2011-06-09
  25. 25. Introduction Welcome to the Designer Guide. The Data Services Designer provides a graphical user interface (GUI) development environment in which you define data application logic to extract, transform, and load data from databases and applications into a data warehouse used for analytic and on-demand queries. You can also use the Designer to define logical paths for processing message-based queries and transactions from Web-based, front-office, and back-office applications. 1.2.1 About this guide The guide contains two kinds of information: • Conceptual information that helps you understand the Data Services Designer and how it works • Procedural information that explains in a step-by-step manner how to accomplish a task You will find this guide most useful: • While you are learning about the product • While you are performing tasks in the design and early testing phase of your data-movement projects • As a general source of information during any phase of your projects 1.2.2 Who should read this guide This and other Data Services product documentation assumes the following: • You are an application developer, consultant, or database administrator working on data extraction, data warehousing, data integration, or data quality. • You understand your source data systems, RDBMS, business intelligence, and messaging concepts. • You understand your organization's data needs. • You are familiar with SQL (Structured Query Language). • If you are interested in using this product to design real-time processing, you should be familiar with: • • • 25 DTD and XML Schema formats for XML files Publishing Web Services (WSDL, HTTP, and SOAP protocols, etc.) You are familiar Data Services installation environments—Microsoft Windows or UNIX. 2011-06-09
  26. 26. Introduction 26 2011-06-09
  27. 27. Logging into the Designer Logging into the Designer You must have access to a local repository to log into the software. Typically, you create a repository during installation. However, you can create a repository at any time using the Repository Manager, and configure access rights within the Central Management Server. Additionally, each repository must be associated with at least one Job Server before you can run repository jobs from within the Designer. Typically, you define a Job Server and associate it with a repository during installation. However, you can define or edit Job Servers or the links between repositories and Job Servers at any time using the Server Manager. When you log in to the Designer, you must log in as a user defined in the Central Management Server (CMS). 1. Enter your user credentials for the CMS. • System Specify the server name and optionally the port for the CMS. • User name Specify the user name to use to log into CMS. • Password Specify the password to use to log into the CMS. • Authentication Specify the authentication type used by the CMS. 2. Click Log on. The software attempts to connect to the CMS using the specified information. When you log in successfully, the list of local repositories that are available to you is displayed. 3. Select the repository you want to use. 4. If you want the software to remember connection information for future use, click Remember. If you choose this option, your CMS connection information and repository selection are encrypted and stored locally, and will be filled in automatically the next time you log into the Designer. 5. Click OK to log in using the selected repository. 2.1 Version restrictions 27 2011-06-09
  28. 28. Logging into the Designer Your repository version must be associated with the same major release as the Designer and must be less than or equal to the version of the Designer. During login, the software alerts you if there is a mismatch between your Designer version and your repository version. After you log in, you can view the software and repository versions by selecting Help > About Data Services. Some features in the current release of the Designer might not be supported if you are not logged in to the latest version of the repository. 2.2 Resetting users Occasionally, more than one person may attempt to log in to a single repository. If this happens, the Reset Users window appears, listing the users and the time they logged in to the repository. From this window, you have several options. You can: • Reset Users to clear the users in the repository and set yourself as the currently logged in user. • Continue to log in to the system regardless of who else might be connected. • Exit to terminate the login attempt and close the session. Note: Only use Reset Users or Continue if you know that you are the only user connected to the repository. Subsequent changes could corrupt the repository. 28 2011-06-09
  29. 29. Designer User Interface Designer User Interface This section provides basic information about the Designer's graphical user interface. 3.1 Objects All "entities" you define, edit, or work with in Designer are called objects. The local object library shows objects such as source and target metadata, system functions, projects, and jobs. Objects are hierarchical and consist of: • Options, which control the operation of objects. For example, in a datastore, the name of the database to which you connect is an option for the datastore object. • Properties, which document the object. For example, the name of the object and the date it was created are properties. Properties describe an object, but do not affect its operation. The software has two types of objects: Reusable and single-use. The object type affects how you define and retrieve the object. 3.1.1 Reusable objects You can reuse and replicate most objects defined in the software. After you define and save a reusable object, the software stores the definition in the local repository. You can then reuse the definition as often as necessary by creating calls to the definition. Access reusable objects through the local object library. A reusable object has a single definition; all calls to the object refer to that definition. If you change the definition of the object in one place, you are changing the object in all other places in which it appears. A data flow, for example, is a reusable object. Multiple jobs, like a weekly load job and a daily load job, can call the same data flow. If the data flow changes, both jobs use the new version of the data flow. The object library contains object definitions. When you drag and drop an object from the object library, you are really creating a new reference (or call) to the existing object definition. 29 2011-06-09
  30. 30. Designer User Interface 3.1.2 Single-use objects Some objects are defined only within the context of a single job or data flow, for example scripts and specific transform definitions. 3.1.3 Object hierarchy Object relationships are hierarchical. The following figure shows the relationships between major object types: 30 2011-06-09
  31. 31. Designer User Interface 3.2 Designer window The Designer user interface consists of a single application window and several embedded supporting windows. 31 2011-06-09
  32. 32. Designer User Interface In addition to the Menu bar and Toolbar, there are other key areas of the application window: Area Description Project area Contains the current project (and the job(s) and other objects within it) available to you at a given time. In the software, all entities you create, modify, or work with are objects. Workspace The area of the application window in which you define, display, and modify objects. Local object library Provides access to local repository objects including built-in system objects, such as transforms, and the objects you build and save, such as jobs and data flows. Tool palette Buttons on the tool palette enable you to add new objects to the workspace. 3.3 Menu bar This section contains a brief description of the Designer's menus. 32 2011-06-09
  33. 33. Designer User Interface 3.3.1 Project menu The project menu contains standard Windows as well as software-specific options. Option Description New Define a new project, batch job, real-time job, work flow, data flow, transform, datastore, file format, DTD, XML Schema, or custom function. Open Open an existing project. Close Close the currently open project. Delete Delete the selected object. Save Save the object open in the workspace. Save All Save all changes to objects in the current Designer session. Print Print the active workspace. Print Setup Set up default printer information. Compact Reposi- Remove redundant and obsolete objects from the repository tables. tory Exit Exit Designer. 3.3.2 Edit menu The Edit menu provides standard Windows commands with a few restrictions. Option Undo Undo the last operation. Cut Cut the selected objects or text and place it on the clipboard. Copy Copy the selected objects or text to the clipboard. Paste Paste the contents of the clipboard into the active workspace or text box. Delete 33 Description Delete the selected objects. 2011-06-09
  34. 34. Designer User Interface Option Description Recover Last Deleted Recover deleted objects to the workspace from which they were deleted. Only the most recently deleted objects are recovered. Select All Select all objects in the active workspace. Clear All Clear all objects in the active workspace (no undo). 3.3.3 View menu A check mark indicates that the tool is active. Option Description Toolbar Display or remove the toolbar in the Designer window. Status Bar Display or remove the status bar in the Designer window. Palette Display or remove the floating tool palette. Enabled Descriptions View descriptions for objects with enabled descriptions. Refresh Redraw the display. Use this command to ensure the content of the workspace represents the most up-to-date information from the repository. 3.3.4 Tools menu An icon with a different color background indicates that the tool is active. Option Object Library Open or close the object library window. Project Area Display or remove the project area from the Designer window. Variables Open or close the Variables and Parameters window. Output Open or close the Output window. The Output window shows errors that occur such as during job validation or object export. Profiler Monitor 34 Description Display the status of Profiler tasks. 2011-06-09
  35. 35. Designer User Interface Option Description Run Match Wizard Display the Match Wizard to create a match data flow. Select a transform in a data flow to activate this menu item. The transform(s) that the Match Wizard generates will be placed downstream from the transform you selected. Match Editor Display the Match Editor to edit Match transform options. Associate Editor Display the Associate Editor to edit Associate transform options. User-Defined Editor Display the User-Defined Editor to edit User-Defined transform options. Custom Functions Display the Custom Functions window. System Configurations Display the System Configurations editor. Substitution Parameter Configurations Display the Substitution Parameter Editor to create and edit substitution paramters and configurations. Profiler Server Login Connect to the Profiler Server. Export Export individual repository objects to another repository or file. This command opens the Export editor in the workspace. You can drag objects from the object library into the editor for export. To export your whole repository, in the object library right-click and select Repository > Export to file. Import From File Import objects into the current repository from a file. The default file types are ATL, XML, DMT, and FMT. For more information on DMT and FMT files, see the Upgrade Guide. Metadata Exchange Import and export metadata to third-party systems via a file. BusinessObjects Universes Export (create or update) metadata in BusinessObjects Universes. Central Repositories Create or edit connections to a central repository for managing object versions among multiple users. Options Display the Options window. Data Services Management Display the Management Console. Console Related Topics • Multi-user Environment Setup • Administrator's Guide: Export/Import, Importing from a file • Administrator's Guide: Export/Import, Exporting/importing objects • Reference Guide: Functions and Procedures, Custom functions • Local object library • Project area • Variables and Parameters • Using the Data Profiler • Creating and managing multiple datastore configurations 35 2011-06-09
  36. 36. Designer User Interface • Connecting to the profiler server • Metadata exchange • Creating SAP universes • General and environment options 3.3.5 Debug menu The only options available on this menu at all times are Show Filters/Breakpoints and Filters/Breakpoints. The Execute and Start Debug options are only active when a job is selected. All other options are available as appropriate when a job is running in the Debug mode. Option Description Execute Opens the Execution Properties window which allows you to execute the selected job. Start Debug Opens the Debug Properties window which allows you to run a job in the debug mode. Show Filters/Breakpoints Shows and hides filters and breakpoints in workspace diagrams. Filters/Breakpoints Opens a window you can use to manage filters and breakpoints. Related Topics • Using the interactive debugger • Filters and Breakpoints window 3.3.6 Validation menu The Designer displays options on this menu as appropriate when an object is open in the workspace. 36 2011-06-09
  37. 37. Designer User Interface Option Description Validate Validate the objects in the current workspace view or all objects in the job before executing the application. Show ATL View a read-only version of the language associated with the job. Display Optimized SQL Display the SQL that Data Services generated for a selected data flow. Related Topics • Performance Optimization Guide: Maximizing Push-Down Operations, To view SQL 3.3.7 Dictionary menu The Dictionary menu contains options for interacting with the dictionaries used by cleansing packages and the Data Cleanse transform. Option Description Search Search for existing dictionary entries. Add New Dictionary En- Create a new primary dictionary entry. try Bulk Load Import a group of dictionary changes from an external file. View Bulk Load Conflict Display conflict logs generated by the Bulk Load feature. Logs Export Dictionary Changes Export changes from a dictionary to an XML file. Universal Data Cleanse Dictionary-related options specific to the Universal Data Cleanse feature. Add New Classification Add a new dictionary classification. Edit Classification Add Custom Output 37 Edit an existing dictionary classification. Add custom output categories and fields to a dictionary. 2011-06-09
  38. 38. Designer User Interface Option Description Create Dictionary Create a new dictionary in the repository. Delete Dictionary Delete a dictionary from the repository. Manage Connection Update the connection information for the dictionary repository connection. 3.3.8 Window menu The Window menu provides standard Windows options. Option Description Back Move back in the list of active workspace windows. Forward Move forward in the list of active workspace windows. Cascade Display window panels overlapping with titles showing. Tile Horizontally Display window panels side by side. Tile Vertically Display window panels one above the other. Close All Windows Close all open windows. A list of objects open in the workspace also appears on the Windows menu. The name of the currently-selected object is indicated by a check mark. Navigate to another open object by selecting its name in the list. 3.3.9 Help menu The Help menu provides standard help options. 38 2011-06-09

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