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INFORMATICA
Overview 
A DataWarehouse is a collection of subject 
oriented databases. It is a series of processes, 
procedures and tools (h/w & s/w). 
From the Data Warehouse , data flows to 
various customized databases. If this data is 
periodically extracted from data warehouse and 
loaded into local databases, then local 
database is called a Data Mart.
Complete Warehouse Solution Architecture 
Data Information Knowledge 
DDaattaa SSoouurrcceess DDaattaa MMaannaaggeemmeenntt AAcccceessss 
Metadata 
Legacy Data 
Operational Data 
The Post 
VISA 
External Data 
Sources 
Enterprise 
Data 
Warehouse 
Organizationally 
structured 
Extract 
Transform 
Load 
Sales 
Data 
Mart 
Inventory 
Data 
Mart 
Purchase 
Data 
Mart 
Departmentally 
structured 
Asset Assembly (and Management) Asset Exploitation
Use of Informatica in Datawarehousing
The data in the data warehouse comes from 
various sources running on different platforms. An 
ETL tool is used to integrate data from various 
sources and load it into DataWarehouse. 
INFORMATICA is an ETL tool used in the process 
of Extracting data, transforming the data and 
loading it in data warehouse. INFORMATICA has 
two products to carry out this ETL process. 
PowerCenter 
PowerMart 
Overview
Overview 
Source Target 
Source Server 
Data 
Transformed 
Data 
Instru 
ction 
s 
Repository
Components 
INFORMATICA PowerCenter has following components : 
•ODBC 
•PowerCenter Server: It is a application that reads, 
transforms and writes data to target.
Components 
•PowerCenter Client : The client has five different 
tools: 
The Source Analyzer : Used to add 
source definitions to the repository. 
The Warehouse Designer : Used to 
create targets and add their definitions to the 
repository. 
The Transformation Developer : Used to 
create reusable transformations.
Components 
Mapplet Designer : Used to create 
mapplets. 
The Mapping Designer : Used to create 
mappings from source to targets.
Connectivity And Set Up
Configuring Server Manager 
• Informatica Server name 
• Type of network protocol to access the server 
– TCP/IP or IPX/SPX 
• Port number on which the client 
communicates (for TCP/IP) - 4001 
• Address of machine on which the server runs 
(for IPX/SPX) 
• Timeout – number of seconds the SM waits 
for response from Informatica Server
Configuring Server Manager 
• Default directories for session files and 
caches e.g $PMRootDir, $PMSessionLogDir, 
$PMBadFileDir 
• Defining Database Connections 
• Defining FTP connections
Features 
•INFORMATICA Server : Reads data from 
sources, transforms data as instructed by 
repository metadata and writes it to target.
Features 
•Repository manager: Used to create and 
manage repositories. 
Repository is a database containing a set 
of instructions to know from where to get data 
(source), how to process/transform it and where 
to write it (target). This set of instructions is called 
metadata.
Features 
You can create repository users and groups, 
assign privileges and permissions, manage 
folders and locks, import and export from ODBC 
data sources. 
•Designer: used to create mappings and target 
tables. 
•Server manager: used to create sessions and 
configure the schedule to run the sessions.
Repository User Management 
Multiple developers can use same repository 
to create/manage multiple projects or same 
project. 
Informatica allows to create separate user 
profile for each developer with separate 
username and password.
Repository User Management 
Privileges like Administer Server, Create sessions, 
User Designer can be assigned to each user on 
repository. 
Groups of users can be created and privileges can 
be granted to the groups. 
A user can be member of one or more groups.
Repository User Management 
Access can be restricted to individual folders within a 
repository. 
Permissions of following types can be granted to 
Owner, Owner’s group and Repository users on 
folders: 
 Read: Allow to view the folder and objects within 
the folder. 
 Write: Allow to create and edit objects within the 
folder. 
 Execute: Allow to execute or schedule a session 
in the folder.
Designer 
• Creation of mappings 
MAPPING 
Type of metadata that you create to specify how 
to move and transform data between sources 
and targets 
- Stored in Repository
Mapping 
A mapping describes how to move and transform 
data from sources to targets. Mapping includes: 
Source 
Target 
Transformations
Mapping 
Sample Mapping
Transformations 
A component of a mapping which describes 
how Informatica Server should transform data.
Transformations 
There are two categories of transformations 
depending upon their scope: 
Standard Transformation: It is created in a mapping 
and exists within that mapping. It can not be used in 
other mappings. 
 Reusable Transformation: It is created and stored 
independently in the repository. It can be used by all 
mappings.
Transformations 
Following are the types of transformations: 
Expression – Calculate a value or modify text. 
Operates on individual rows. 
Aggregator – Perform aggregate calculations. 
Operates on sets of rows.
Transformations 
Source Qualifier – Filter records read from the 
relational source only. Order records queried by 
Informatica server. 
Filter – Filter records sent to the targets. 
Applicable to any source. 
Stored Procedure – Call a stored procedure. 
External procedure/Advanced External 
Procedure – Call a procedure in a shared library 
(e.g. a DLL) or in a COM layer of Windows NT.
Transformations 
Sequence Generator – Generates primary 
keys. 
Rank – Limit records to a top or bottom range. 
Normalizer – Normalize records including those 
read from COBOL sources. 
Lookup – Get related values.
Transformations 
Update Strategy – Determine whether to insert, 
update, delete or reject data. 
Joiner – Join records from different databases 
or flat file systems.
Transformations 
Every mapping needs at least one 
Source Qualifier Transformation or a 
normalizer transformation for COBOL 
sources.
Ports 
A port represents a single column of data. 
Every source definition, target definition and 
transformation contains a collection of ports.
Ports 
There exist four types of ports: 
Input port - Receives data. 
Output port – provide data. 
Input/Output port – pass data. 
Variable port – Used to store components 
of expression.
Ports 
Source definitions contain only output ports, since 
they provide data. 
Target definitions contain only input ports, since they 
receive data. 
Transformations contain a combination of input port, 
output port and input/output port, since they can 
pass the data as it is or modify the data depending 
upon its type.
Transformation Language 
Transformation Language is used to write 
expressions for Transformations. It consists of 
functions (similar to SQL) used to modify the 
data or validate the data.
Transformation Language 
Expressions can be written in following 
types of transformations: 
Aggregator 
Expression 
Filter 
Rank 
Update Strategy.
Transformation Language 
Transformation Language consists of following 
components: 
 Functions : E.g. AVG, COUNT, ISNULL, 
SUBSTR, IIF etc. 
 Operators : E.g. Addition, Subtraction, 
Multiplication, Division etc. 
 Constants : E.g. Built-in constants like TRUE 
 Variables : E.g. SYSDATE to represent current 
date. 
 Return Values.
Mapplets 
A Mapplet is a reusable object created in a 
repository that represents a set of 
transformations.
Summary 
Basic steps to create a project: 
Create database that contains repository. 
Create data model for target. 
Create repositories. 
Create folders within repositories. 
Import definitions of sources. 
Create targets that will receive data.
Summary 
Create mappings between source & targets, 
including transformations which modify the data. 
Create source & target connections in the server 
manager. 
Create sessions for transferring data between 
source & target. 
Schedule & run sessions.
47468272 introduction-to-informatica

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47468272 introduction-to-informatica

  • 2. Overview A DataWarehouse is a collection of subject oriented databases. It is a series of processes, procedures and tools (h/w & s/w). From the Data Warehouse , data flows to various customized databases. If this data is periodically extracted from data warehouse and loaded into local databases, then local database is called a Data Mart.
  • 3. Complete Warehouse Solution Architecture Data Information Knowledge DDaattaa SSoouurrcceess DDaattaa MMaannaaggeemmeenntt AAcccceessss Metadata Legacy Data Operational Data The Post VISA External Data Sources Enterprise Data Warehouse Organizationally structured Extract Transform Load Sales Data Mart Inventory Data Mart Purchase Data Mart Departmentally structured Asset Assembly (and Management) Asset Exploitation
  • 4. Use of Informatica in Datawarehousing
  • 5. The data in the data warehouse comes from various sources running on different platforms. An ETL tool is used to integrate data from various sources and load it into DataWarehouse. INFORMATICA is an ETL tool used in the process of Extracting data, transforming the data and loading it in data warehouse. INFORMATICA has two products to carry out this ETL process. PowerCenter PowerMart Overview
  • 6. Overview Source Target Source Server Data Transformed Data Instru ction s Repository
  • 7. Components INFORMATICA PowerCenter has following components : •ODBC •PowerCenter Server: It is a application that reads, transforms and writes data to target.
  • 8.
  • 9. Components •PowerCenter Client : The client has five different tools: The Source Analyzer : Used to add source definitions to the repository. The Warehouse Designer : Used to create targets and add their definitions to the repository. The Transformation Developer : Used to create reusable transformations.
  • 10. Components Mapplet Designer : Used to create mapplets. The Mapping Designer : Used to create mappings from source to targets.
  • 11.
  • 13. Configuring Server Manager • Informatica Server name • Type of network protocol to access the server – TCP/IP or IPX/SPX • Port number on which the client communicates (for TCP/IP) - 4001 • Address of machine on which the server runs (for IPX/SPX) • Timeout – number of seconds the SM waits for response from Informatica Server
  • 14. Configuring Server Manager • Default directories for session files and caches e.g $PMRootDir, $PMSessionLogDir, $PMBadFileDir • Defining Database Connections • Defining FTP connections
  • 15. Features •INFORMATICA Server : Reads data from sources, transforms data as instructed by repository metadata and writes it to target.
  • 16. Features •Repository manager: Used to create and manage repositories. Repository is a database containing a set of instructions to know from where to get data (source), how to process/transform it and where to write it (target). This set of instructions is called metadata.
  • 17. Features You can create repository users and groups, assign privileges and permissions, manage folders and locks, import and export from ODBC data sources. •Designer: used to create mappings and target tables. •Server manager: used to create sessions and configure the schedule to run the sessions.
  • 18. Repository User Management Multiple developers can use same repository to create/manage multiple projects or same project. Informatica allows to create separate user profile for each developer with separate username and password.
  • 19. Repository User Management Privileges like Administer Server, Create sessions, User Designer can be assigned to each user on repository. Groups of users can be created and privileges can be granted to the groups. A user can be member of one or more groups.
  • 20. Repository User Management Access can be restricted to individual folders within a repository. Permissions of following types can be granted to Owner, Owner’s group and Repository users on folders:  Read: Allow to view the folder and objects within the folder.  Write: Allow to create and edit objects within the folder.  Execute: Allow to execute or schedule a session in the folder.
  • 21. Designer • Creation of mappings MAPPING Type of metadata that you create to specify how to move and transform data between sources and targets - Stored in Repository
  • 22.
  • 23. Mapping A mapping describes how to move and transform data from sources to targets. Mapping includes: Source Target Transformations
  • 25. Transformations A component of a mapping which describes how Informatica Server should transform data.
  • 26. Transformations There are two categories of transformations depending upon their scope: Standard Transformation: It is created in a mapping and exists within that mapping. It can not be used in other mappings.  Reusable Transformation: It is created and stored independently in the repository. It can be used by all mappings.
  • 27. Transformations Following are the types of transformations: Expression – Calculate a value or modify text. Operates on individual rows. Aggregator – Perform aggregate calculations. Operates on sets of rows.
  • 28. Transformations Source Qualifier – Filter records read from the relational source only. Order records queried by Informatica server. Filter – Filter records sent to the targets. Applicable to any source. Stored Procedure – Call a stored procedure. External procedure/Advanced External Procedure – Call a procedure in a shared library (e.g. a DLL) or in a COM layer of Windows NT.
  • 29. Transformations Sequence Generator – Generates primary keys. Rank – Limit records to a top or bottom range. Normalizer – Normalize records including those read from COBOL sources. Lookup – Get related values.
  • 30. Transformations Update Strategy – Determine whether to insert, update, delete or reject data. Joiner – Join records from different databases or flat file systems.
  • 31. Transformations Every mapping needs at least one Source Qualifier Transformation or a normalizer transformation for COBOL sources.
  • 32. Ports A port represents a single column of data. Every source definition, target definition and transformation contains a collection of ports.
  • 33. Ports There exist four types of ports: Input port - Receives data. Output port – provide data. Input/Output port – pass data. Variable port – Used to store components of expression.
  • 34. Ports Source definitions contain only output ports, since they provide data. Target definitions contain only input ports, since they receive data. Transformations contain a combination of input port, output port and input/output port, since they can pass the data as it is or modify the data depending upon its type.
  • 35. Transformation Language Transformation Language is used to write expressions for Transformations. It consists of functions (similar to SQL) used to modify the data or validate the data.
  • 36. Transformation Language Expressions can be written in following types of transformations: Aggregator Expression Filter Rank Update Strategy.
  • 37. Transformation Language Transformation Language consists of following components:  Functions : E.g. AVG, COUNT, ISNULL, SUBSTR, IIF etc.  Operators : E.g. Addition, Subtraction, Multiplication, Division etc.  Constants : E.g. Built-in constants like TRUE  Variables : E.g. SYSDATE to represent current date.  Return Values.
  • 38. Mapplets A Mapplet is a reusable object created in a repository that represents a set of transformations.
  • 39. Summary Basic steps to create a project: Create database that contains repository. Create data model for target. Create repositories. Create folders within repositories. Import definitions of sources. Create targets that will receive data.
  • 40. Summary Create mappings between source & targets, including transformations which modify the data. Create source & target connections in the server manager. Create sessions for transferring data between source & target. Schedule & run sessions.