InformaticaPowerCenter8LevelI

DeveloperStudentGuide
VersionPC8LID20060428


InformaticaPowerCenter8LevelIDeveloperStudentGuideVersion8.1April2006

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TableofContentsInformaticaPowerCenter8LevelIDeveloperiii

TableofContents
ListofFigures.........................................................
xiii
Preface...............................................................
xix
AboutThisGuide...........................................................xxPurpose.............
...................................................xxAudience...................................
............................xxDocumentConventions...............................................
.....xxOtherInformaticaResources...................................................xxiObtaining
InformaticaDocumentation........................................xxiVisitingInformaticaCustomerPortal
.........................................xxiVisitingtheInformaticaWebSite........................
....................xxiVisitingtheInformaticaDeveloperNetwork....................................
xxiVisitingtheInformaticaKnowledgeBase.......................................xxiObtaining
InformaticaProfessionalCertification.................................xxiProvidingFeedback.............
........................................xxiiObtainingTechnicalSupport.............................
.................xxii

Unit1:DataIntegrationConcepts.........................................
...1
Lesson11.IntroducingInformatica..............................................1Lesson12.Data
Integration....................................................3Lesson13.Mappingsand
Transformations.........................................5Mappings...............................
...............................5Transformations..................................................
........5Lesson14.TasksandWorkflows................................................7Tasks....
..............................................................7Workflows.......................
.......................................8Lesson15.Metadata......................................
...................9

Unit2:PowerCenterComponentsandUserInterface.........................
..11
Lesson21.PowerCenterArchitecture............................................11Lesson22.
PowerCenterClientTools............................................12Designer....................
..........................................13WorkflowManager...................................
....................15

Unit2Lab:UsingtheDesignerandWorkflowManager........................
..17
Instructions .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. .............................18Step1:Launchthe
Designer and LogInto theRepository.... .... .... .... .... .... ...18Step2:NavigateFolders................
. . . . . . .... .... .... .... .... .... .... .18Step3:NavigatingtheDesigner Tools...........................
..............19


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Step 4: Create and Save Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... ...20Step5: Launch the

Workflow Manager. . . .. . . .. . . .. . ...........................22Step6:NavigatingtheWorkflowManager
Tools. . . .. .............................23Step7:WorkflowManagerTaskToolbar.....................
..................23Step8:DatabaseConnectionObjects.........................................24

Unit3:SourceQualifier..................................................
.27
Lesson31.SourceQualifierTransformation.......................................27SourceQualifier
Transformation.............................................27DatatypeConversion..................
...................................29Lesson32.VelocityMethodology..............................
.................30LabProject.............................................................30
ArchitectureandConnectivity...............................................33

Unit3LabA:LoadPaymentStagingTable..................................
..35
Section1:PassThroughMapping...............................................35Instructions.........
......................................................38Step1:LaunchtheDesignerandReviewthe
SourceandTargetDefinitions..............38Step2:CreateaMapping..................................
................38Step3:CreateaWorkflowandaSessionTask....................................40
Step4:RuntheWorkflowandMonitortheResults...............................43DataResults..........
.....................................................45Lesson33.SourceQualifierJoins............
...................................46

Unit3LabB:LoadProductStagingTable..................................
..49
Section2:HomogeneousJoin..................................................49Instructions.........
......................................................52Step1:ImporttheSourceDefinitions.........
................................52Step2:ImporttheRelationalTargetDefinition.......................
...........53Step3:CreatetheMapping.................................................53Step4:
CreatetheSessionandWorkflow.......................................55Step5:RuntheWorkflowand
MonitortheResults...............................55Lesson34.SourcePipelines......................
.............................57

Unit3LabC:LoadDealershipandPromotionsStagingTable..................
..59
Section3:TwoPipelineMapping................................................59Instructions.........
......................................................62Step1:ImporttheSourceDefinitions.........
................................62Step2:ImporttheTargetDefinitions...............................
..........62Step3:CreatetheMapping.................................................62Step4:
CreateandRuntheWorkflow.........................................63


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Unit4:Expression,Filter,FileLists,andWorkflowScheduler..................
..67
Lesson41.ExpressionTransformation...........................................67Lesson42.Filter
Transformation...............................................73Lesson43.FileLists................
........................................75Lesson44.WorkflowScheduler..........................
......................76RunOptions...........................................................
76

Unit4Lab:LoadtheCustomerStagingTable...............................
..79
Instructions .. . ............................................................82Step1:CreateaFlatFile
Source Definition . . . . .... .... .... .... .... .... .... .... .82Step2:CreateaRelationalTargetDefinition.....
.. .... .... .... .... .... .... .... .82Step3:CreateaMapping .... .... .... .... .... .... .... .... .... .... ..
. . . . . . . . 83 Step 4: Create a Filter Transformation . . . . . . . . . . . . . . . . . . . . .....................83Step5:
Create an Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .85Step6:CreateandRunthe
Workflow . . . ......................................88Step7:Schedule aWorkflow... .... .... .... .... .
. . . . .. .... .... .... .... .... ..92References........................................................
.....95

Unit5:Joins,FeaturesandTechniques....................................
..97
Lesson51.JoinerTransformation...............................................97JoinerProperties....
....................................................99JoinTypes................................
............................100JoinerCache......................................................
....100Lesson52.Shortcuts.......................................................101

Unit5LabA:LoadSalesTransactionStagingTable..........................
.103
Instructions..............................................................106Step1:CreateaFlatFile
SourceDefinition....................................106Step2:CreateaRelationalSourceDefinition......
.............................106Step3:CreateaRelationalTargetDefinition...........................
........106Step4:CreateaMapping.................................................106Step5:
CreateaJoinerTransformation.......................................107Step6:LinktheTargetTable....
..........................................109Step7:CreateaWorkflowandSessionTask...............
.....................110Step8:StarttheWorkflowandViewResultsintheWorkflowMonitor..............
..111DataResults..............................................................112

Unit5LabB:FeaturesandTechniquesI...................................
.115
Instructions..............................................................116Open aMapping. .... ..
. . . . . . .... .... .... .... .... .... .... .... .... .... ..116 Feature1: Auto Arrange........................
. . . . .. .... .... .... .... .... 116Feature2:RemoveLinks.. .... .... .... .... .... .... .... .... .... .... ....
....118


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Feature 3:ReverttoSaved.................................................118Feature4:LinkPath.....
. . . . .. .... .... .... .... .... .... .... .... .... .... ..119 Feature5: PropagatingPorts.....................
. . . ... .... .... .... .... .... 120Feature6:AutolinkbyNameandPosition... .... .... .... .... .... .... .... .
. . . . . 121 Feature 7: Moving Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......................123Feature8:
Shortcut to Port Editing from Normal View . . . . . . . . . .... .... .... .... ...124Feature9:CreateTransformation
Methods. . . . .... .... .... .... .... .... .... .... .124Feature10:ScaletoFit.............................
. . . . . . .... .... .... .... 125Feature11: Designer Options..............................................
126 Feature 12: Object Shortcuts andCopies . . . . . . . . . . . . . . . . . . . . ..................127Feature13:Copy
ObjectsWithinandBetweenMappings..........................128

Unit6:LookupsandReusableTransformations.............................
.131
Lesson61.LookupTransformation(Connected)...................................131Lesson62.Reusable
Transformations...........................................134

Unit6LabA:LoadEmployeeStagingTable.................................
.137
Instructions .. . ...........................................................142Step1: Create aFlat File
Source Definition . . . . .... .... .... .... .... .... .... .... 142Step2:CreateaRelationalTargetDefinition.....
. . .... .... .... .... .... .... .... 142Step3:StepThree:CreateaReusable Transformation...................
. . . . . . . . . 142 Step 4: Create a Mapping . . . . . . . . . . . . . ... .... .... .... .... .... .... .... .... .144Step5:
Create a Lookup Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Step 6: Add a Reusable
Expression Transformation. ..............................147Step7:LinkTransformations .... .... .... ...
. . .... .... .... .... .... .... .... .147Step8:CreateandRuntheWorkflow...............................
.........148

Unit6LabB:LoadDateStagingTable.....................................
.153
Instructions..............................................................157Step1:CreateaFlatFile
SourceDefinition....................................157Step2:CreateaRelationalTargetDefinition.....
..............................157Step3:CreateaMapping..........................................
.......157Step4:CreateaWorkflowandaSessionTask...................................159Step5:Run
theWorkflowandMonitortheResults..............................159DataResults....................
..........................................161

Unit7:Debugger.......................................................
163
Lesson71.DebuggingMappings..............................................163

Unit7Lab:UsingtheDebugger...........................................
167
Instructions..............................................................170Step1:CopyandInspect
theDebugMapping..................................170


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Step 2: Step Through the Debug Wizard . .....................................170Step3:UsetheDebugger

to Locate the Error. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Step 4:Fix theErrorandConfirmtheDatais
Correct............................174

Unit8:SequenceGenerator..............................................
177
Lesson81.SequenceGeneratorTransformation...................................177

Unit8Lab:LoadDateDimensionTable....................................
.181
Instructions..............................................................185Step1:CreateaShortcut
toaSharedRelationalSourceTable.......................185Step2:CreateaShortcuttoaSharedRelational
TargetTable.......................185Step3:CreateaMapping......................................
...........185Step4:CreateaSequenceGeneratorTransformation.............................186Step5:
LinktheTargetTable..............................................187Step6:CreateandRunthe
Workflow........................................187DataResults..................................
............................189

Unit9:LookupCaching,MoreFeaturesandTechniques......................
..191
Lesson91.LookupCaching..................................................191LookupCache.......
..................................................192

Unit9LabA:LoadPromotionsDimensionTable(LookupandPersistentCache)..
..195
Instructions..............................................................198Step1:CreateaShortcut
toaSharedRelationalSourceTable.......................198Step2:CreateaShortcuttoSharedRelational
TargetTable........................198Step3:CreateaMapping.....................................
............198Step4:CreateLookupsfortheStartandExpiryDateKeys.........................198Step
5:CreateandRuntheWorkflow........................................201DataResults................
..............................................203

Unit9LabB:FeaturesandTechniquesII...................................
.205
Instructions..............................................................206Open aMapping. .... ..
. . . . .. .... .... .... .... .... .... .... .... .... .... ..206 Feature1: Findin Workspace.. .... .... .... .... ..
.. .... .... .... .... .... .... 206Feature2:ViewObjectDependencies... .... .... .... .... .... .... .... .... .
. . . . 207 Feature 3: Compare Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...........208Feature4:
OverviewWindow..............................................211

Unit10:Sorter,AggregatorandSelfJoin...................................
.213
Lesson101.SorterTransformation.............................................213SorterCache.......
...................................................215


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Lesson102.AggregatorTransformation.........................................216AggregatorCache...
....................................................219Lesson103.ActiveandPassiveTransformations.
...................................220Lesson104.DataConcatenation..............................
................221Lesson105.SelfJoin.......................................................
222

Unit10Lab:ReloadtheEmployeeStagingTable............................
..225
Instructions..............................................................230Step1:CopyanExisting
Mapping...........................................230Step2:ExamineSourceDatatoDetermineaKey
forSelfJoin......................230Step3:PreparetheNewMappingforModification...................
...........231Step4:CreateaSorterTransformation........................................231Step5:
CreateaFilterTransformation........................................232Step6:CreateanAggregator
Transformation...................................233Step7:CreateaJoinerTransformationfortheSelfJoin
...........................233Step8:GetSalariesfromtheLookup...................................
......234Step9:ConnecttheJoinerandLookuptotheTarget.............................235Step10:
CreateandRuntheWorkflow.......................................236DataResults..................
............................................238

Unit11:Router,UpdateStrategyandOverrides..............................
.241
Lesson 111. Router Transformation . . . . . . . . . . ..................................241Lesson112. Update
StrategyTransformation......................................244Lesson113.ExpressionDefaultValues..
. . . . . . .... .... .... .... .... .... .... .... ..246 Lesson114.Source QualifierOverride....................
. . .... .... .... .... .... 247Lesson115.TargetOverride.. .... .... .... .... .... .... .... .... .... .... .... .
...249Lesson116.SessionTaskMappingOverrides.....................................250

Unit11Lab:LoadEmployeeDimensionTable...............................
.253
Instructions..............................................................257Step1:Copythe
Mapping................................................257Step2:EdittheExpressionTransformation..
..................................257Step3:CreateaRouterTransformation..........................
.............258Step4:CreateanUpdateStrategyforINSERTS.................................258Step
5:CreateLookuptoDIM_DATES.......................................259Step6:Linkupd_INSERTS
andlkp_DIM_DATES_INSERTStoTargetDIM_EMPLOYEE_INSERTS...................................
...........260Step7:CreateanUpdateStrategyforUPDATES................................260Step8:
CreateSecondLookuptoDIM_DATES.................................260Step9:Linkupd_UPDATESand
lkp_DIM_DATES_UPDATEStoTargetDIM_EMPLOYEE_UPDATES.....................................
........260Step10:LinkERRORSRouterGrouptoDIM_EMPLOYEES_ERR..................261Step11:
CreateandRuntheWorkflow.......................................261


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DataResults..............................................................264Step12:Prepare,Run,
andMonitortheSecondRun.............................264

Unit12:DynamicLookupandErrorLogging................................
.269
Lesson121.DynamicLookupCache...........................................269Lesson122.Error
Logging...................................................274ErrorLogTypes.....................
...................................275LogRowData.............................................
............277LogSourceRowData....................................................277

Unit12Lab:LoadCustomerDimensionTable...............................
.279
Instructions..............................................................282Step1:Createa
RelationalSourceDefinition...................................282Step2:CreateaRelationalTarget
Definition...................................282Step3:CreateaMapping............................
.....................282Step4:CreateaLookupTransformation......................................
282Step5:CreateaFilterTransformation........................................284Step6:Createan
UpdateStrategy...........................................284Step7:CreateandRuntheWorkflow.....
...................................285DataResults...............................................
...............287ErrorLogResults.......................................................288
Reference.............................................................288

Unit13:UnconnectedLookup,ParametersandVariables......................
.291
Lesson131.UnconnectedLookupTransformations.................................291Connectedversus
UnconnectedLookupTransformations..........................294JoinsversusLookups.................
...................................295Lesson132.SystemVariables................................
.................295Lesson133.MappingParametersandVariables....................................
297

Unit13Lab:LoadSalesFactTable........................................
.303
Instructions..............................................................307Step1:CreateanInternal
RelationshipBetweentwoSourceTables...................307Step2:CreateaMappingParameter..........
...............................307Step3:StepThree:CreateanUnconnectedLookup....................
..........308Step4:AddUnconnectedLookupTesttoExpression.............................309Step5:
CreateAggregatorTransformation.....................................309Step6:CreateandRunthe
Workflow........................................312DataResults..................................
............................314

Unit14:Mapplets.......................................................
317
Lesson141.Mapplets......................................................317


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Mapplets . . . . . . . . . . . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .317 Mapping Input

Transformation . . .. .........................................319Mapping OutputTransformation.... ....
....................................321

Unit14Lab:CreateaMapplet............................................
.325
Instructions .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . .......................326Step1: Create the
Mapplet . .... .... .... .... .... .... .... .... .... .... .... ...326Step2:AddMapplettoMapping... .... ....
.................................327

Unit15:MappingDesign.................................................
331
Lesson 151. Designing Mappings . . . . . . . . . . . . . . ... .... .... .... .... .... .... .... .331HighLevelProcess
Overview. .... .... .... .... .... .... .... .... .... .... .... ..332 MappingSpecifics.. .... .... .... .... .... .
................................332

Unit15Workshop:LoadPromotionsDailyAggregateTable...................
..335
Workshop Details..........................................................336SourcesandTargets...
. . . ... .... .... .... .... .... .... .... .... .... .... .... 336MappingDetails... .... .... .... .... .... .... ..
.. .... .... .... .... .... .... .336WorkflowDetails .... .... .... .... .... .... .... .... .... .... .... .... ...
....339RunDetails...........................................................340

Unit16:WorkflowVariablesandTasks.....................................
.343
Lesson161.LinkConditions .... .... .... .... .... .... .... .... .... .... .... .... .343Lesson162.Workflow
Variables . . . .... .... .... .... .... .... .... .... .... .... .... 344Lesson163.AssignmentTask. .... .... ...
. . .... .... .... .... .... .... .... .... ...346Lesson 164.DecisionTask.................................
. . . . . . . . . . .... .... 347Lesson165.EmailTask.....................................................
348

Unit16Lab:LoadProductWeeklyAggregateTable..........................
.351
Instructions .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . ..................353Step1: Copythe
Mappings . . . ... .... .... .... .... .... .... .... .... .... .... ..353 Step2:CopytheExistingWorkflow .... ..
. . . . . . .... .... .... .... .... .... .... .353Step3:CreatetheAssignmentTask............................
. . . . .. .... .... 354Step4:CreatetheDecisionTask .... .... .... .... .... .... .... .... .... .... .... 356Step
5: Create the Session Task .............................................356Step6:CreatetheEmailTask.
. . .... .... .... .... .... .... .... .... .... .... ...357Step7:Start theWorkflowand MonitortheResults......
........................358

Unit17:MoreTasksandReusability.......................................
.363
Lesson171.EventWaitTask.................................................363PreDefinedEvent...
...................................................364