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2 designer

  1. 1. Informatica Designer An Overview
  2. 2. Designer Purpose Designer is used to create mappings and mapplets to specify how to move and transform data between source and targets Designer helps create the source definitions, target definitions and transformations to build mappings.
  3. 3. Designer Tools Source Analyzer – Import or create source definitions Warehouse Designer – Import or create target definitions Transformation Developer – Used to create reusable transformations Mapplet Designer – To create reusable Mapplets Mapping Designer – To create Mappings and non- reusable transformations
  4. 4. Transformations A transformation is an object that performs a specific function in a mapping, such as looking up data or performing calculation or aggregation.
  5. 5. Mappings Mappings represents data flow between source and targets. Mapping is used by Informatica server to read, transform and load data at the time of execution of an ETL task.
  6. 6. MappletsIt contains a set of transformations andallows you to reuse the transformation logicin multiple mappings. Mapplet can includesource definition also.
  7. 7. Launch Designer-Add Repository
  8. 8. Connect to the Repository
  9. 9. Designer WindowsNavigator WorkspaceStatus Bar Output
  10. 10. Designer Windows Navigator. Use to connect to and work in multiple repositories and folders. You can also copy and delete objects and create shortcuts using the Navigator. Workspace. Use to view or edit sources, targets, mapplets, transformations, and mappings. You can work with a single tool at a time in the workspace. You can use the workspace in default or workbook format. Status bar. Displays the status of the operation you perform. Output. Provides details when you perform certain tasks, such as saving your work or validating a mapping. Right-click the Output window to access window options, such as printing output text, saving text to file, and changing the font size.
  11. 11. Using Business DocumentationBusiness documentation provides details about arepository object or transformation expression.The Designer allows you to create and edit links tobusiness documentation that you have developed forrepository objects.The documentation must reside on a local machine,network server, or company intranet or internet website in a Windows environment.
  12. 12. Document Formats You can develop business documentation in HTML, PDF, or any text format, for the following repository objects: Sources and targets Transformations Mapplets Mappings
  13. 13. Specify Document path (Click on linkto open the document)
  14. 14. Designer TasksAdd a Repository In order to access information stored in a repository, Repository definition must be added to the designer. Once repository is added, the repository should be connected in order to access the information in it.
  15. 15. Open and Close Folder Once connected, the folders in repository become available in the left pane of designer window. Once in the folder, the designer tools can be used. Folder can be opened by double clicking it. Folder can be close by selecting it and disconnecting using the disconnect button.
  16. 16. Accessing Designer Tools
  17. 17. SourcesSources can be created in source analyzer from: Relational tables, views or synonyms Cobol files Flat Files – Fixed width/delimited XML Sources Web Service ProviderSource definition is usually imported and notcreated as it should match exactly with source.
  18. 18. Updating source definitions Designer propagates the changes to mappings when the source definition changes. Mappings may become invalid in some cases like deleting a column used in mapping. Mappings need to be edited and revalidated in such cases.
  19. 19. Import from Database
  20. 20. Create ODBC Source
  21. 21. Select ODBC Source
  22. 22. Select Tables to Insert
  23. 23. Source Tables Imported
  24. 24. Double Click Table to Modify
  25. 25. Exercise Login to DB: Run Source Table DDL and Data Script Create ODBC Source Import All Tables (See constraints)
  26. 26. Import Flat file Source
  27. 27. Flat File: Step1Fixed Width or Delimited
  28. 28. Flat File: Step2Delimiters, Text Qualifier
  29. 29. Flat File: Step3Data Types
  30. 30. Flat File Source Imported
  31. 31. View file definition
  32. 32. Columns
  33. 33. Properties
  34. 34. Metadata Extensions
  35. 35. Exercise Import Flat File Source Files Cust_Ord.txt Product_Discount.txt
  36. 36. TargetsTargets can be created using WarehouseDesigner: Relational Flat File XML
  37. 37. Target Creation Import target definition Create based on source definition by dragging source definition to Warehouse analyzer Manually create Target Definition Design several related targets and their relationship as a ‘Schema’. This is also used to create Cubes and Dimensions using wizards.
  38. 38. Create Target Tables In case of manual creation/editing of targets, Designer generates DDL and executes it to create target tables. This includes creation of new targets, dropping and creating changed targets or dropping and creation of indexes.
  39. 39. Choose Warehouse Designerin Tools
  40. 40. Import Target from Database
  41. 41. Create ODBC Source
  42. 42. Select Tables to be Imported
  43. 43. Tables imported intoWarehouse Designer
  44. 44. Target import from Flat fileSame as source import
  45. 45. Exercise-Target Import from Target Tables from Database Import from flat file – customer_file.txt
  46. 46. Manually create Target
  47. 47. Target Created
  48. 48. Edit Table
  49. 49. Add Columns
  50. 50. Create Indexes
  51. 51. Metadata Extensions
  52. 52. Table Created
  53. 53. Generate SQL
  54. 54. Edit SQL
  55. 55. Execute SQL
  56. 56. Compare and Preview Data Two Sources/Targets or any two objects of same type can be compared Preview data
  57. 57. Select two targets to be compared
  58. 58. Column Comparison
  59. 59. Preview Data
  60. 60. Exercise Compare Customer Relational target with customer flat file. Preview Source/Target Data
  61. 61. MappingMapping is an ETL Program.Every mapping must contain the following: Source Definition Transformation Target Definition Connectors It may also contain ‘Mapplets’
  62. 62. Creating a Mapping Create Source, Target and Reusable Objects Add Source and Targets (Drag in to Mapping) Add Transformation and Transform Logic Connect the Mapping Validate the Mapping Save the Mapping
  63. 63. Default Source Transformations ina MappingSources always need Transformations thatdetermine how the data is read andextracted based on its type Source Qualifier – Relational and Flat File Normalizer – Cobol Source Application Source Qualifier – Application Source XML Source Qualifier – XML Sources
  64. 64. Transformation Transformation is a repository object It generates, modifies and passes data Transform logic is defined in a transformation Informatica provides pre-built transforms Each transform has certain rules that apply to it Transforms can be created for reuse in multiple mappings
  65. 65. Ports Input Ports – Receive Data Output Ports – Pass Data Input/Output Ports – Receive data and pass it unchanged
  66. 66. Component Ports Sources - Only Output ports Targets - Only Input Ports Mapplets - Input/output ports Transformations – Depends on the transformation and its application
  67. 67. Linking Ports Manual Linking Autolinking – By Name – By Position
  68. 68. Select Mapping Designer
  69. 69. Drag Source in a mapping
  70. 70. Source Qualifier Transformation By Default created for Relational and flat file sources Source qualifier qualifies a relational or flat file source definition in a mapping Source qualifier represents the rows that Informatica server reads when it executes a session Source qualifier displays transformation data types. These determine how the source database binds data when server reads it. Do not alter data types in Source qualifier
  71. 71. Ports
  72. 72. Properties
  73. 73. Add Target
  74. 74. Autolink Ports
  75. 75. Autolink by Name
  76. 76. Mapping Created
  77. 77. Target Properties
  78. 78. Relational Target Properties Reject truncated and overflow data – Write truncated data to reject file Update override – Override the default update statement Pre/Post session SQL
  79. 79. Flat file Target Properties Date/Time Format – Default Date/Time Format Thousands Separator – Default Thousands Separator for numeric values Decimal Separator – Default decimal Separator for numeric values
  80. 80. Save and Validate
  81. 81. Validating Mapping Port Connection Validation – Required Ports are connected – All connections are valid Expression Validation Object Validation – Objects and their instances
  82. 82. Copying Objects Copy objects across folders Copy objects within folder
  83. 83. Creating shortcuts Shortcuts can be created by dragging objects into the destination shared folder or into mapping. Shortcuts can not be created in non-shared folders
  84. 84. Dependencies Designer allows developer to view dependencies to see the impact of changes being made. Dependencies can be viewed for source, target, transformation, mapplet and mappings. Example: primary key-foreign key dependency
  85. 85. View Dependencies
  86. 86. Mapping Exercise Add Customer Source View Source Qualifier Properties Add Customer Target Manually Link Few Ports Auto link rest of the ports Validate and see validation result/Save Create Copy/Shortcuts View dependencies
  87. 87. Debugger Designer provides debugger to execute the mapping to determine the errors and data condition at multiple developer defined break points. Debugger uses a session on Informatica server
  88. 88. Debug Process Create Breakpoints Configure the Debugger Run the debugger Monitor the debugger – Debug Log – Target Window – Instance Window Modify Data and Break points
  89. 89. Edit Breakpoints
  90. 90. Breakpoints Instance Name – Create a global breakpoint (Applicable on all rows) – Create against a single transformation Breakpoint Types – Data Data condition – Error
  91. 91. Add Global Breakpoints
  92. 92. Configure Break Points Error – No Ports can be specified – Specify no. of errors before stopping Data – Global Specify no. of rows to skip before stopping “Any Port” set to IsNull or IsDefault No Port condition (Stops at defined row count) – Transformation Specify no. of rows to skip before stopping Specify Multiple Port Conditions for one Breakpoint Specify Multiple breakpoints
  93. 93. Transformation Conditions Data condition can be applied to following port parameters – Port Value – Row Type (Insert/Update/delete/reject) – Rowid – Any Port (IsNull/IsDefault)
  94. 94. Session Session object defines run time properties of a Mapping. – Connection details – Log file Names – DML operation – Etc. Session Types – Workflow Session – Debug Session
  95. 95. Debugger Session TypesIf Informatica server has executed the mapping already Existing non reusable session Existing reusable sessionIf it’s a new execution on the server New debug session
  96. 96. Configuring The Debugger Informatica Server and Session Types Session Information Session Configuration Target Options
  97. 97. Start Debugger
  98. 98. Informatica Server andSession Types
  99. 99. Session Information-Connection Tab
  100. 100. Session Information-Target Properties Tab (Normal/Bulk,Insert/Update/Delete)
  101. 101. Session Information-Reader/Writer Tab
  102. 102. Transformation Configuration
  103. 103. Session Configuration(Source Row Type)
  104. 104. Target Options(Discard does not commit data)
  105. 105. Continue Debugger
  106. 106. Continuing the Debugger Continue to next break – Continues until encounters a breakpoint Continue to next instance – Continues until reaches next transformation or encounters a breakpoint Step to a specified instance – Continues until reaches the user selected transformation or encounters a breakpoint – Can not step to sources, targets, unconnected transformations
  107. 107. Monitor Target Data Debug Log Session Log
  108. 108. Modify Data When debugger pauses, current instance displays in instance window. Users can – Modify output data – Change Null data to Not Null Data – Change Not Null to Null – Modify Row Types (Insert/Update etc.)
  109. 109. View Target and Transformationinstances
  110. 110. View Session log
  111. 111. Exercise Create Global Breakpoint without data condition Run Debugger

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