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Informatica Fundamentals

1. Introduction

Organizations have a number of ERP, CRM, SCM and Web application implementations and are hence burdened with the maintenance of these heterogeneous environments. To address the existing and evolving integration requirements, organizations need a reliable and scalable data integration architecture so that individual projects can build value on one another. Informatica provides a complete range of tools and data services needed to address the most complex data integration projects.

2. Purpose and Intended Audience

The purpose of this document is to provide an overview of the architecture of Informatica, its features, its working, the advantages offered by Informatica vis-avis the other data integration tools etc.

This document is intended as a reference material for members of the ETL team so as enable the team members in getting an initial understanding of the Architecture, Features and Working oflnformatica.The Case Study provided herein would help the reader in getting a good working knowledge of the application.

3. Assumptions:

In order to follow this document better, the reader would be required to have a sound knowledge of the Data Warehousing concepts and also have an exposure to SQL as a language for the database. Knowledge of ODBC and basic networking is essential to help install Informatica and knowledge of Unix and Shells would be helpful for Unix based servers.

4. Reference:

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5. Informatica in the Data Warehousing Scenario

a) What is a Data Warehouse?

A Data Warehouse is a Subject Oriented, Integrated, Non volatile, and Time Variant repository of data that is generally used for querying and analyzing the past trends to support management decisions for the future.

A Data Warehouse can be a relational database, multidimensional database, flat me, hierarchical database, object database, etc.

Please refer the following links for more information on Data Warehousing concepts http://www.dwinfocenter.org/

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DWH_Material_Prese ntation. ppt

b) Stages in a typical Data Warehousing project

i. Requirement Gathering

The Project team will gather end user reporting requirements and the remaining period of the project would be dedicated to satisfying these requirements.

ii. Identify the Business Areas.

Identify the data that would be required by the Business.

iii. Data Modeling

The foundation of the data warehousing system is the data model. The first step in this stage is to build the Logical data model based on the user requirements and the next step would be to translate the Logical data model into a Physical data model.

iv. ETL Process: ETL is the Data Warehouse acquisition processes of Extracting, Transforming and Loading data from source systems into the data warehouse.

This requires an understanding of the business rules, the logical and the physical data models and also involves getting the data from the source and populating it into the target.

v. Reporting: Design, Develop and enable the end users to visualize the reports thereby bringing value to the Data Warehouse.

c) What are the various ETL tools that are available?

Selection of an ETL tool would depend on various factors such as the Complexity of the data transformation, Data Cleansing needs and the Volume of data involved.

The commonly used ETL tools are:

• Informatica

• Ab Initio.

For information on Ab Initio as an ETL tool, refer the link http://www.abinitio.comlabinitio/ab.nsf/index -flash

For discussions on Ab Initio, refer the link below: http://www.datawarehouse.comlforumlread.php?f=21 &i= 1921 &t= 1921

• Ascential DataStage

For information on Ab Initio, refer the link below http://www.ascentia1.comlproducts/ds features.html

• Data Junction

• Reveleus

d) What is Informatica?

Informatica provides an environment that can extract data from multiple sources, transform the data according to the business logic that is built in the Informatica Client application and load the transformed data into files or relational targets.

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Informatica comes in different packages:

PowerCenter license has all options, including distributed meta data (data about data).

PowerMart is a limited license and does not have a distributed metadata.

The other products that are provided by Informatica are Power Analyzer which is a web based tool for data analysis.

SuperGlue provides graphical representation of data quality and flow, flexible analysis and reporting of overall data volumes, loading performance, etc.

6. Architecture:

The diagram provided below provides an overview of the various components of Informatica and the connectivity between them:

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Informatica 5.1 provides the following integrated components:

a) Informatica Repository:

The Informatica Repository is a database with a set of meta data tables that is accessed by the Informatica Client and Server to save and retrieve metadata. Repository stores the data needed for data extraction, transformation, loading, and management.

b) Informatica Client:

The Informatica Client is used to manage users, define sources and targets, build mappings and mapplets with the transformation logic, and create sessions to run the mapping logic.

The Informatica Client has three main applications:

i. Repository Manager: This is used to create and administer the metadata repository.

The repository users and groups are created through the Repository Manager.

Assigning privileges and permissions, managing folders in the repository and managing locks on the mappings are also done through the Repository Manager

ii. Designer: The Designer has five tools that are used to analyze sources, design target schemas and build the Source to Target mappings. These are

• Source Analyzer: This is used to either import or create the source definitions.

• Warehouse Designer: This is used to import or create target definitions.

• Mapping Designer: This is used to create mappings that will be run by the Informatica Server to extract, transform and load data.

• Transformation Developer: This is used to develop reusable transformations that can be used in mappings.

• Mapplet Designer: This is used to create sets of transformations referred to as Mapplets which can be used across mappings.

iii. Server Manager: The Server Manager is used to create, schedule, execute and monitor sessions.

c) Informatica Server:

The Informatica Server reads the mapping and the session information from the repository. It extracts data from the mapping sources, stores it in the memory, applies the transformation rules and loads the transformed data into the mapping targets.

Connectivity:

Informatica uses the Network Protocol, Native Drivers or the ODBC for the Connectivity between its various components. The Connectivity details are as provided in the diagram above.

7. Setting up Informatica:

i. Install and Configure the Server components.

ii. Install the Client applications.

iii. Configure the ODBC.

iv. Register the Informatica Server in the Server Manager.

v. Create a Repository, create users and groups, edit users profiles.

vi. Add source and target definitions, set up mapping between the sources and targets, create a session for each mapping and run the sessions.

a) Configuring the ODBC

i. Go to Start-s-Settings-s-Control Panel

ii. Go to Administrative Tools~Data Sources(ODBC)

iii. Click on the System DSN tab and add an entry.

iv. Select MERANT CLOSED 3.60 32-BIT Oracle 8 driver.

v. Provide any Data Source Name.

vi. Provide the tns entry name for the (Informatica) database as the Server Name.

vii. Do a test connect by providing the informatica database userid and password.

viii. Save the settings.

b) Configuring the Informatica Repository

i. Open the Repository Manager

ii. Click on Repository 7 Add Repository

iii. Provide the Name of an existing Repository and its Usemame

iv. Click on Repository7Connect

v. Provide the password for the repository.

vi. Provide the Informatica database details (those provided during the ODBC setup).

vii. Open the Designer

viii. Click on the Repository-s Connect tab.

ix. Provide the password for the repository.

x. The left pane displays the various folders and the Sources, Targets, Mappings, Transformations, Mapplets etc within each folder.

xi. Click on the Mappings tab within any folder, select a mapping and drag it into the right pane to view the mapping.

8. Case Study

A Transformation is a repository object that generates, modifies, or passes data.

The various Transformations that are provided by the Designer in Informatica have been explained with the aid of a mapping, Map_CD_Country_code. (Explained in blue)

The mapping is present in the cijSIT9i repository of the SIT machine under the folder Ecif_Dev _map

Objective: The mapping Map_CD_Country_code has been developed to extract data from the STG_COUNTRY table and move it into the ECIF _COUNTRY and the TRF _COUNTRY target tables.

a) Source Definition:

i. The Source Definition contains a detailed definition of the Source.

ii. The Source can be a Relational table, Fixed width and delimited flat files that do not contain binary data, COBOL files etc.

iii. The relational source definition is imported from database tables by connecting to the source database from the client machine.

• The Source in the Map_CD_Country_code is "Shortcut_To_STG_COUNTRY"*, a "Source Definition Shortcut".

• Right click on the Source and select edit.

• In the Edit Transformations window, the Transformation tab has the following info:

dit Transformations

_Qe~cription

Transformation I Ports I Properties I

,2elect transformation: (;1~i:"iiii@1iiii .. iiii __ ... imi ..... ftlili_ .. i;iiiiili.lftni,miiii""· -------IElr.:-.,.;]~ fiename I Transformation type: ISource Definition Shortcut

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Source table:

IShortcut_ T o_STG_COU NTRY

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The circled area provides the location of the object that the shortcut references.

In the above ex, the object referenced by the shortcut is present in the citSIT9i repository under the Ecif_dev_deffolder and the object name is STG_COUNTRY.

• All fields from the Source are moved into the Source Qualifier.

*For information on the Naming Standard, please refer the document embedded below:

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Inforrratica_ITL_Na ming_Conventions.dc

P.N: The Naming standards provided in the document indicate generic standards that CAN be followed while designing a mapping.

What are the advantages of having a Shortcut?

The following are the main advantages of having a Shortcut:

-/ The main advantage of having a shortcut is maintenance.

If all instances of an object have to change, the original repository object is the only object that has to be edited and all shortcuts accessing the object automatically inherit the changes.

-/ Restricting the repository users to a set of predefined metadata by asking users to incorporate the shortcuts into their work instead of developing repository objects independently.

-/ Space can be saved in a repository by keeping a single repository object and using shortcuts to that object, instead of creating copies of the object in multiple folders.

For information on creating and working with Shortcuts, refer the Informatica Designer Help.

b) Source Qualifier (SQ_Shortcut_To_STG_COUNTRY):

i. The Source Qualifier is an Active transformation.

ii. The differences between an Active and a Passive transformation are as

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given eow:
Active Transformation Passive Transformation
An Active Transformation can change the A Passive Transformation does not change
number of rows that pass through it the number of rows that pass through it.
Ex.: Ex:
• Advanced External Procedure • Expression
• Aggregator • External Procedure
• ERP Source Qualifier • Input
• Filter • Lookup • Joiner

• Normalizer

• Rank

• Source Qualifier

• Router

• Update Strategy

• Output

• Sequence Generator

• Stored Procedure

• XML Source Qualifier

• In the SQ_Shortcut_To_STG_COUNTRY, click on the Properties tab-s SQL

Query.

The SQL Query is the query that is generated by Informatica and is a SELECT statement for each source column used in the mapping. But the Informatica Server reads only the columns in Source Qualifier that are connected to another transformation.

• In SQ_Shortcut_To_STG_COUNTRY, since all 4 fields ISO_CTRY_COD, CTRY_NAM, EMU_IND, PROC_FLG columns are connected to the

EXP _COUNTRY transformation and hence the default SQL Query generated by Informatica would have all 4 columns. In case, one of the fields had not been mapped to any other transformation, that field would not have appeared in the default SQL Query.

• The ISO_CTRY _COD field from the Source Qualifier is moved to the Lookup transformation LKP _CTRY _COD and all the fields including the ISO_CTRY_COD is moved to the Expression transformation EXP_COUNTRY.

c) Lookup Transformation (LKP _CTRY_COD)

i. Lookup transformation is Passive transformation.

ii. A Lookup transformation would be used in an Informatica mapping to lookup data in a relational table, view, or synonym.

iii. The Informatica server queries the lookup table based on the lookup ports in the transformation. It compares Lookup transformation port values to lookup table column values based on the lookup condition. The result of the Lookup would then be passed on to other transformations and targets.

• In the Lookup transformation LKP _CTRY _COD, the input field SRC_COUNTRY_CODE is looked up against the COUNTRY_CODE field of the Lookup table and if the Lookup is successful, then the corresponding COUNTRY_CODE is returned as the output.

For more info on Lookup transformation and on Lookup caches, refer the Informatica Designer Help and also the attached doc.

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Lookup_Cache.doc

How does the Lookup Cache work?

Informatica creates a data cache and an index cache when the first row in the data flow hits the Lookup transformation. This happens only when the Lookup cache option is enabled in the transformation properties.

To create these caches, Informatica issues a SELECT statement against the database where the lookup table resides and extracts all the data it needs for the lookup. After that, whenever a row passes through the lookup, Informatica tries to find a match within the cached data set based on the lookup conditions and input port values for that row.

When the cache option is disabled, Informatica queries the lookup table every time a row passes through the lookup.

Advantages of Lookup transformation over Source Qualifier/Joiner transformation Lookup transformation helps in fetching data from a table exactly where we need it in the data stream, instead of having to pass the data through every step of the mapping, as it would with a Source Qualifier or a Joiner transformation.

How do we handle multiple matches in the Lookup table?

The Lookup transformation can be configured to handle multiple matches in the following ways:

~ Return the first matching value, or return the last matching value

The transformation can be configured to return the first matching value or the last matching value. The first and last values are the first values and last values found in the lookup cache that match the lookup condition.

~ Return an error: The Informatica server returns the default value for the output ports.

d) Expression Transformation (EXP _COUNTRY)

i. Expression transformation is Passive transformation

• All fields from the Source Qualifier are moved into the Expression transformation. The COUNTRY _CODE that is the output of the Lookup transformation is also moved into the Expression transformation.

• O_PROC_FLAG has been set to 'Y' in the Expression transformation.

• All fields from the Expression transformation except the PROC_FLG field are moved into the Filter transformations FIL_NOTNULL_CTRY _COD and FIL_NULL_CTRY _COD.

e) Filter Transformation (FIL_NOTNULL_CTRY_COD)

• Filter transformation is an Active transformation.

• The COUNTRY _CODE field is checked for NOT NULL and if found true, the records are passed on to the Update Strategy UPD_COUNTRY _CODE, the Lookup transformation LKPTRANS and the Update Strategy UPD_UPD_STG_COUNTRY.

f) Update Strategy Transformation (UPD_COUNTRY_CODE)

i. Update Strategy transformation is an Active transformation.

• The ISO_CTRY_COD, CTRY_NAM, BMU_IND fields are moved to the Update Strategy transformation from the FIL_NOTNULL_CTRY _COD transformation.

• Click on the Properties tab

• Update Strategy Expression is DD_UPDATE.

• Forward Rejected Rows option is selected.

ii. Update Strategy Expression is used to flag individual records for insert, delete, update or reject.

iii. The below table lists the constants for each database operation and the numerical equivalent:

I Operation ~ Constant Numeric Value
l!_nsert DD_INSERT 0
~pdate _j DD_UPDATE 1
[Eelete _j DD_DELETE 2
I~eject DD_REJECT 3 iv. A session can also be configured for handling specific database operations.

This is done by setting the "Treat rows as" field in the Session Wizard dialog box that appears while session configuration.

• Open the Server Manager.

• Click on cifSIT9i under the Repositories tab

• Click on Repository7Connect

• Provide the U sername

• Expand the Ecif_Dev_map folder.

• Select the s_Map_CD_Country_code in the right pane, right click and select

edit.

• Properties for Sessions window open up.

• Pls refer fig below.

v. The "Treat rows as" option determines the treatment for all rows in the session. The options provided here are insert, delete, update or data-driven.

vi. If the mapping for the session contains an Update Strategy transformation, this field is marked Data Driven by default. If any other option is selected, the Informatica Server ignores all Update Strategy transformations in the mapping.

vii. The Data Driven option is selected if records destined for the same table need to be flagged on occasion for one operation (for example, update), or for a different operation (for example, reject).

Vlll. Records can be flagged for reject only with this option.

For more info on Update Strategy transformation and other settings for Update Strategy, refer the Informatica Designer help.