Generic steps in informatica


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Generic steps in informatica

  1. 1. Create simple transformations in Informatica 8.x using some generic stepsSTEP - I : CREATING A DATA SOURCE NAME Before starting with the Informatica transformations itis mandatory to create the Data Source Name (DSN) to identifythe data source and user you are connecting to. The DSN contains the Database name, directory, DatabaseDriver, User ID, Password and other information. Once you create aDSN for a particular Database you can use that DSN in any applicationto call information from the database.So here to import the data into the informatica source against aparticular user you need to create the DSN first.Steps to create DSN are : (Consider the Windows Operating System)1. Go to the Control Panel2. Choose Administrative Tools.3. Go to Data Sources (ODBC)4. Go to System DSN tab. ( its always better to use the system dsn so that while you work onserver-client environment for informatica the data source name will beavailable to every client and you need not to create it again fordifferent client all the time)5. Click on Add button6. Select a driver for which you want to set up a data source. ( for eg. Oracle in OraDb 10g_home)7. Click on Finish8. Fill the necessary information that is asked. Let us consider Oracle here. - Input Data source name, TNS Service name and UserId - TNS Service Name is the location of the Oracle database fromwhich the ODBC driver will retrieve data - UserId is name of the account used to access the data. ( for eg.Scott)9. Test the connection by inserting the required password for the user.10. Here your DSN is created.Repeat the above 10 steps for dsn used for each source andtarget destinations in the Informatica.
  2. 2. STEP - II : CREATE YOUR DIRECTORY IN REPOSITORYMANAGER The repository is a relational database that stores information, ormetadata, used by the informatica Server and Client tools. Mappingsthat describes how to transform the source data, sessions indicatingwhen you want the information server to perform the transformationsand connect strings for sources and target can be included in theMetadata. It also stores the username, password, permissions and privilegesassigned. We have to create a folder or a directory or simply a work areawhere the user will be performing and storing his tasks. Steps to create folder in the Repository are:1. Go to Menu2. Click on Folder option3. Go to Create a folder- Once you have created the folder you dont have to work in repositorymanager.- Close it-------------------------------------------------------------------------------------Now we shall enter the Informatica DesignerHey, you must be knowing how to go there, still this steps would guideyou -1. Go to Programs (Start Menu option in Windows)2. Choose Informatica PowerCentre 8.53. Go to Client4. PowerCenter DesignerThen connect to repository - right click on repository - say connectYou will have to sign in to repository with the user name. Only afterthat you can view and open the folders.Connect to your folder.
  3. 3. Now, we have to move to build the transformations.The Main Steps are :1. Create Source in Source Analyzer2. Create Target in Target Designer3. Create Mapping in Mapping Designer4. Create Workflow and a Task in Workflow Designer5. Execute the workflow and watch its succeeding in the WorkflowMonitorDetails - So that you are not lost while designing.Source Analyzer:Go through the following steps to import the source into thetransformation.1. Go to Menu Bar --> Sources2. Select the option - Import the Database(You will get the Import Tables screen)3. Here select the ODBC data source and enter the username andpassword.4. Say connect to connect to the database under that particular DSNname.5. After the connect, all the tables will be displayed alphabetically.6. Select the table and it is now imported as the sources in theinformatica.After the particular table is imported into the source analyzer you canjust drag it to the work space to use it.Target Designer:Target table is the one which generally once created is not altered. Itresides in data warehouse.The target table can be constructed by two ways -1. By manually creating the new schema:- Right click and say create.
  4. 4. - Enter the new table name.- Select the database name.2. Borrow the schema from the source:- Drag the table form the source to the target workspace. Remove thejoins in the table if any.- Select the target table- right click and say edit- dont forget to rename the tableHere only the target table is imported but the structure or the schemais not generated in the database.So at this stage it cannot be mappedfurther. So its mandatory to generate the schema.- Go to Menu --> Targets- Click on Generate/Execute SQL- It will display the screen named - Database Object Generation- The generated code is stored in .sql format.- Generate from - All tables or selected table.- Generate Options- Check the create table option- Check the drop table option (if any table exists)- Uncheck the primary key and foreign key options (otherwise it willbecome the constraint based loading and it doesnt work in bulk, wewill ignore this case here)- click on Generate and Execute options.- the status will be displayed in the output window. If the processingfails, dont proceed further.Any transactions in the informatica has two instances of Database(e.g.- oracle), source and the Target.To perform any task the it is mandatory to map these twotables.Hence the third process is to create the mapping.Mapping Designer:Close the previous mapping if any opened.
  5. 5. To create a new mapping-- Go to Menu --> Mapping- Click on create- Enter the mapping name- Ok. Your mapping is created but is empty yet.To involve the source and target just drag them through the repositorycontent in to the mapping space.[Here after we drag the source, it is always mapped with the anothercomponent source qualifier. Dont get confused. It is an interpreterand converts the data into the generic format. It is not specific to anyRDBMS or vendor or any file. This is because we dont use the sourcedefinition directly.The target or any transformation is alwaysconnected to the source qualifier and not the source itself]If you want only to pass the data from source to target just map thetarget columns to the source qualifier one on one.The various Transformations functions actually enhance varioustransformations. The transformation available with informatica are :(to list the few important one)- Source Qualifier- Filter- Expression- Aggregator- Joiner- Routeretc. and many more ( I shall not explain them now. The aim of thisarticle is to highlight the general steps that any transformation need tofollow)To use the transformation in the mapping, go through the followingsteps :1. Go to Menu --> Transformation2. Click on create3. Select the transformation function from the drop down list andname it.- In transformation we call the column as Ports
  6. 6. - Drag the necessary ports to the transformation- click on Edit and enable the needed settings for the same.(For the required settings of each function better take the help of thegiven "Help Content")Now simply map the ports to the source and the target.Validate the Mapping - Menu --> Mapping --> Validate - Unless the mapping is not valid the transformation will not takeplace. In order to execute the mapping the next step is to create a workflow and create a task in it.Go to Menu --> Tools --> Workflow Manager.Workflow manager is the interface used to create the workflow, taskand excute the mapping.Its three components are: - Task Developer: used to create the task - Workflow designer: used to create the workflow - Worklet designer: used to create the workletWorkflow Designer: Here for the simple transformation we will use only workflowdesigner and create the workflow and the task together.Steps:1. go to Menu --> Workflow - click on create - Just name the workflow and say Ok - A start symbol will appear on the designer.2. go to Menu --> Task - click on create - In a drop down list, select Session task. ( Session is task that allows you to load the data) - name the task - click Ok - Select the mapping from the list displayed, that is previouslycreatedNow in order to execute the flow we have to link the Workflow and thetask.
  7. 7. - go to Menu --> task - select the link task - immediately drag the pointer from Start to the Task. Theworkflow will get connected, shown by the connected line. Now the source and the target (if they are the physical tables takenform the database) need to be configured again with their respectiveData Source names.Steps : 1. Double click on task to enter the edit task 2. go to the Mapping tab - Select source (it will be the qualifiers name) - Select Connections - Choose the DSN name and connect the component with thetable. (you have to authenticate with username and password) Select the target and repeat the Step 2 again for target table. 3. Ok 4. go to Menu --> Workflow --> Validate 5. go to Menu --> Repository --> Save(unless you dont save, the workflow will be not be started)To start the workflow - - go to Menu --> Workflow --> Start Workflow The succceedings of the workflow can be observed in the WorkflowMonitor.Workflow Monitor: - go to Menu --> Tools --> Workflow monitor - connect to the repository and the integration service. The workflow monitor has the time stamps per hour whereactually it monitors whether the workflow started at particular timestamp is failed or succeeded. Never forget that workflow may always succeed, its the task that getsfailed.You can read the log files if the task gets failed.-------------------------------------------------------------------------------------------------In order to cross check whether the data has been transformed or notfollow the following steps: - go to Informatica Designer again. - go to the mapping
  8. 8. - right click on the target table - say preview data - after authenticating with your username and password the datatransformed will be previewed.