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Informatica PowerMart / PowerCenter 6 Basics Hands-on Lab Guide PC6B-20030512 -

Informatica PowerMart / PowerCenter 6 Basics Hands-on Lab Guide PC6B-20030512 - Informatica Corporation, 2003. All rights reserved. Duplication prohibited without written consent from Informatica Corporation Table of Contents Document Conventions......................................................................5 Lab Guidelines...................................................................................5 The Design Process...........................................................................7 Lab 1 – Create a Folder......................................................................7 Start Repository Manager..........................................................................7 Connect to the Repository.........................................................................7 Create a Folder........................................................................................8 Close the Repository Manager....................................................................9 Lab 2 – Analyze Source Data............................................................11 Start the Designer..................................................................................11 Open Folder...........................................................................................11 Open the Source Analyzer........................................................................13 Analyze Source Definitions.......................................................................15 Edit the Source Definition........................................................................17 Create Metadata Extensions.....................................................................18 Clear the Workspace...............................................................................19 Save Work.............................................................................................20 Lab 3 – Import Target Schema........................................................21 Open the Warehouse Designer.................................................................21 Import Target Table Definitions................................................................22 Lab 4 – Create a Mapping................................................................25 Open Mapping Designer...........................................................................25 Create Mapping......................................................................................26 Add Source and Target Definitions............................................................27 Source Qualifier Transformation...............................................................29 Create an Expression Transformation........................................................30 Modify / Add Ports..................................................................................33 Create Expression Formula......................................................................33 Validate the Mapping...............................................................................37 Lab 5 – Create a Workflow...............................................................41 Start Workflow Manager..........................................................................41 Create Workflow.....................................................................................42 Edit the Workflow...................................................................................44 Create Metadata Extensions.....................................................................44 Working with Tasks.................................................................................45 Create Session Task................................................................................46 Edit Session Task....................................................................................47 Link Workflow Tasks...............................................................................50 Validate the Workflow.............................................................................51 Lab 6 – Start and Monitor the Workflow..........................................53 Open Workflow.......................................................................................53 Close the Workflow Monitor......................................................................54 Start Workflow.......................................................................................55 Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 1 The Workflow Monitor.............................................................................56 Open Workflow Monitor...........................................................................56 Connect to the Repository (Workflow Monitor)............................................58 Monitoring the Workflow..........................................................................60 View Session Properties...........................................................................61 View the Session Log..............................................................................63 Lab 7 – Features and Techniques I..................................................65 Lesson 1 – Arrange Objects.....................................................................66 Lesson 2 – Remove Links........................................................................68 Lesson 3 – Manual Linking......................................................................68 Lesson 4 – Revert to Saved.....................................................................70 Lesson 5 – Link Path...............................................................................71 Lesson 6 – Autolink by name and position..............................................72 Autolink by name....................................................................................72 Autolink by name and prefix or suffix........................................................74 Autolink by Position................................................................................75 Lesson 7 – Moving Ports..........................................................................77 Up & Down Arrows to Move a Port............................................................77 Drag-and-Drop Method to Move a Port......................................................77 Lesson 8 – Shortcut from Normal View to Edit Port.................................78 Lesson 9 – Copy Columns versus Link Columns.......................................79 Copy Columns........................................................................................80 Link Columns.........................................................................................80 Copy / Link Columns...............................................................................80 Lesson 10 – Create Transformation Methods...........................................81 Transformation Toolbar Method................................................................81 Transformation Menu Method...................................................................82 Lesson 11 – Zoom and scale-to-fit..........................................................83 Lesson 12 – Designer Options.................................................................86 Lab 8 – The Debugger......................................................................87 Clear Workspace.....................................................................................89 Close Mapping........................................................................................90 Copy Mapping Setup...............................................................................91 Open Mapping........................................................................................95 Edit Mapping..........................................................................................96 Activate the Debugger Toolbar.................................................................97 Start Debugger......................................................................................97 Debug Mapping....................................................................................103 Stop the Debugger................................................................................104 Debugger Breakpoints...........................................................................104 Lab 9 – Flat File Wizard and Filter..................................................107 Analyze a Flat File source.......................................................................107 Create Expression Transformation...........................................................112 Create Filter Transformation...................................................................114 Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 2 Results – Session Properties...................................................................117 Lab 10 – Heterogeneous Join.........................................................121 Create Joiner Transformation.................................................................124 Create Aggregator Transformation..........................................................127 Results – Session Properties...................................................................131 Lab 11 – Sorter..............................................................................133 Results – Session Properties...................................................................137 Lab 12 – Basic Lookup...................................................................139 Create Lookup Transformation................................................................141 Results – Session Properties...................................................................147 Lab 13 – Deleting Rows.................................................................149 Results – Session Properties...................................................................153 Lab 14– Data Driven Inserts and Rejects.......................................155 Create Update Strategy Transformation...................................................155 Results – Session Properties...................................................................159 Extra Credit..........................................................................................160 Results – Extra Credit Session Properties.................................................161 Lab 15 – Incremental Update.........................................................163 Create Source Qualifier..........................................................................165 Create Lookup Transformation - Connected..............................................166 Results – Session Properties...................................................................172 Lab 16 – Features and Techniques II.............................................175 Lesson 1 – The Find feature..................................................................175 Find Next.............................................................................................177 Lesson 2 – View Dependencies..............................................................179 Lesson 3 – Comparing Objects..............................................................181 Compare Instances Within Mapping or Mapplets.......................................181 Compare Target Definitions....................................................................183 Compare Mapping Instances...................................................................185 Lesson 4 – Overview Window................................................................185 Lesson 5 – Copying and Pasting Objects...............................................186 Lesson 6 – Shortcuts.............................................................................187 Create Shortcut to Source......................................................................188 Lab 17 – Router.............................................................................191 Create Router Transformation................................................................193 Results – Session Properties...................................................................196 Lab 18 – Straight Load...................................................................199 Results – Session Properties...................................................................201 Lab 19 – Conditional Lookup..........................................................203 Create Mapping Parameter.....................................................................206 Create Unconnected Lookup Procedure....................................................209 Results – Session Properties...................................................................214 Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 3 Lab 20 – Heterogeneous Targets...................................................217 Results – Session Properties...................................................................221 Lab 21 – Mapplets..........................................................................223 Create the Mapplet................................................................................224 Lab 22 – Reusable Transformations...............................................229 Add Mapplet.........................................................................................230 Create Persistent-Named Lookup Transformation......................................231 Promote Aggregator to be Reusable........................................................233 Open the Transformation Developer........................................................235 Add Reusable Transformations to Mapping...............................................236 Results – Session Properties...................................................................238 Lab 23 – Dynamic Lookup..............................................................243 Create a Sequence Generator Transformation...........................................245 Create Dynamic Cache Lookup Transformation.........................................246 Results – Session Properties...................................................................249 Lab 24 – Sequential Workflow.......................................................251 INDEX.............................................................................................254 Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 4 Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 5 Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 6 DOCUMENT CONVENTIONS This guide uses the following formatting conventions and icons: If you see… It means… Normal Text Normal Text Command text Menu Command or button/screen text Object Name Name of tables, files, PowerCenter objects (transformations, workflows, ports, etc.) Text entered by student Text to be typed or selected by the student during the lab  Information text. Tips and hints for the lab Key Concept Text. Key concepts and background for the topic being discussed during the lab  Reference text Reference to other Informatica documents that discuss this topic in depth Flagged Step  A reference to the Flagged Step is made later in this guide LAB GUIDELINES  Don’t get stuck – ask for help!  Note that there are dependencies among the labs – subsequent labs require objects that were created in previous labs. If you are unable to complete a lab during the allotted time, you can obtain a copy of the required objects from the Shared_Student folder. (Your instructor will describe the process for obtaining these objects.)  Screen shots are based on columns that are not selected by default. All of the transformation objects used in this course have the following columns selected: Name, Datatype and Length/Precision. Others will include Expression. Informatica PowerMart / PowerCenter 6 Basics – Hands-on Lab Guide 7 THE DESIGN PROCESS The first several labs will provide a step-by-step review of the Informatica Design Process. O V E R A L L O B J E C T I V E S  Become familiar with Informatica PowerCenter-specific terminologies  Learn how to navigate the PowerCenter GUI interfaces and menus in the Repository Manager, Designer, Workflow Manager and Workflow Monitor  Learn how to create Informatica objects: define and read source table data, provide instructions to perform data reformatting, and define and write data to a target table LAB 1 – CREATE A FOLDER P U R P O S E  Create a student folder to hold all work performed in this course O B J E C T I V E S  Learn to navigate through the PowerCenter Repository Manager GUI D U R A T I O N  15 minutes Start Repository Manager  Start the Repository Manager:  Start | Programs | Informatica PowerCenter Client 6.0 | Repository Manager; or  Per the Instructor’s directions Connect to the Repository   There are several ways to connect to the repository. From the Repository Manager’s Navigator window, try one of the following methods:  Double-click on the repository; or  Select the repository and select Repository | Connect; or  Select the repository and click the Connect icon in the toolbar. Informatica PowerMart / PowerCenter 6 Basics – Lab 1 – Create a Folder 9 Lab 1 1  Any of the above methods will produce the Connect to Repository dialog box:  In the above dialog box, the xx appended to the word student represents the number assigned to you by the Instructor (generally 01 to 12).  Enter the assigned Username and Password  Informatica passwords are case sensitive. The logins are not.  Click on the Connect button Create a Folder  A folder is a logical grouping of metadata in the Repository. Folders may group metadata according to functionality (for example - CRM Group, Financial or Sales), or by individual developer (for example - Jason, Tracy or Team_1). Creating (and managing) folders is generally handled by an Informatica Administrator, rather than by individual developers. Refer to Velocity, the Informatica Methodology, for best practices in folder management.  In this course, each student will create his/her own folder. All PowerCenter objects (and relationships) created in the labs will be stored in this folder. To create the folder:  Click on the Repository PC_Course and select Folder | Create. The Create Folder dialog box appears. Informatica PowerMart / PowerCenter 6 Basics – Lab 1 – Create a Folder 10  Enter the following information:  Name: Enter Studentxx (xx – represents the assigned student number)  Descriptions: Enter information that describes the contents of folder  Owner: Select the assigned student login from the pull-down list  Group: Select the Students group for permission purposes  Shortcut: Leave unchecked  Permissions: Leave the default permissions for the Owner and Repository, but remove the Write permission for the Owner’s Group. A new folder is created and its icon appears in the Navigator window. Close the Repository Manager  In this course, the Instructor will perform other repository administrative tasks, which would normally be done by the designated PowerCenter Repository Administrator – typically a Technical Leader.  Single-click on the PC_Course Repository  Disconnect from the repository by doing one of the following:  Click on the Disconnect icon in the toolbar; or  Select Repository | Disconnect; or  Right-click on the repository PC_Course, uploads/s3/ infotmatica-lab-guide.pdf