Informatica Lab

Steps Involved in building an ETL process…

1. Create Source Definition

2. Create Target Definition

3. Design Mapping with or without Transformation Rule

4. Create Session for each Mapping

5. Create Workflow

6. Execute Workflow

Prerequisites:

1. Creation of User Accounts

Process

1. Create User in Oracle (It can be any database)

a) StartProgramOracleApplication DevelopmentSQL*PLUS

b) Login with

Username: system

Password: manager

Host String: ORCL

SQL> CREATE USER BATCH7 IDENTIFIED BY target;

SQL> GRANT DBA TO BATCH7;

SQL> CONNECT BATCH7/target@ORCL;

EMP

DEPT

BONUS

Emp

Username: batch7Password: target

Username: scottPasswor: tiger

Target DBSource DB

SQL> CREATE TABLE DIM_EMP

( EMPNO NUMBER(5) PRIMARY KEY,

ENAME VARCHAR2 (10),

SAL NUMBER(7,2),

DNO NUMBER(3) );

2. Create the ODBC connection

An ODBC is a middleware or an interface which provides an access to the databases..

StartSettingControl PanelPerformance & MaintenanceAdministrative tools Data Source (ODBC)

For Stand alone PC set “USER DSN”

For PC on Network:-

Select SYSTEM DSN tabClickAdd

-- Now the Create New Data Source Window will appear…

Select the driver Oracle in oradb10g_home (For 9i Oracle in OraHome90)

ClickFinish

-- Now the Oracle ODBC driver Configuration window will appear…

Data Source Name: Batch7_Source_Oracle

TNS Service Name: ORCL

USER ID: scott

ClickTest connection give password (tiger)

A message will appear “CONNECTION SUCCESSFUL” It means now your user Scott is connected through ODBC. Otherwise check the configuration setting again and do it properly.

** One more ODBC connection required for target similarly create an ODBC connection name with BATCH7_TARGET_ORACLE by repeating the same process explained above but here the username will be BATCH7 which you have created with password target.

3. Starting Services

For Starting Services you can use MSCONFIG command on RUN prompt a window will appear in that choose services. Or you can find Services in control panelAdministrative tool.

Start these two services:

1. Informatica orchestration server

2. Informatica services 8.6.0

4. Creation of Folder

Process

1. StartProgramInformatica PowerCenter 8.6.0PowerCenter Repository Manager.

2. From Repository Navigator pane Select Repository (nipuna_rep)Right Clickconnect (you can also go through the Repository menu)

3. Enter the Login Details such as username, password (Administrator, Administrator)connect

4. Folder menuCreate

5. Enter the Folder details (Name)

** Now every thing is completed for creation of Mappings. Now follow the steps described earlier for creating mapping.

Step 1: Creation of Source Definition

A source definition is created using Source Analyzer Tool in the designer client component.

Process

1. StartProgramInformatica PowerClientClientPowreCenter Designer

** Now you are at Designer component window.

2. ConnectRepositorySelect desired folder

3. Tools menuSource Analyzer

4. Sources menuImport from database

** An Import Tables window will appear

Connect to the database with the following details…

ODBC data source- Give the connection name you had given earlier while creating your ODBC connection.

Username: SCOTT

Ownername: SCOTT

Password: tiger

Click Connect

Select desired tables you want to be as a source definitionOK

Repository menuSave

**Now your Source Definition has been created and saved in repository.

Step 2: Create Target Definition

Target Definition can be created using Target Designer Tool in the Designer client Component.

Procedure

1. Tool menuTarget Designer

2. Source menuImport from database

Connect to the database with following details:

ODBC data source

Username

Password

ClickConnect

Select TablesOK

Repository menuSave

Step3: Design a mapping without Transformation Rule

** A mapping without Transformation Rule called Simple Pass Mapping.

A Mapping is created using mapping designer tool. Every mapping is uniquely identified by name.

Procedure

1. Tools menuMapping Designer

2. Mapping MenuCreate

3. Enter the Mapping NameOK

4. From repository navigator pane drag the source (EMP) and Target (Dim_Emp) table definition; drop on mapping designer work space.

5. From Source_Qualifier (SQ_EMP) connect column to the corresponding columns in the target table definition by just dragging. (You can also use auto connect)

6. Repository menuSave

Note: Every source table definition by default associates with source qualifier transformation.

The source qualifier transformation prepares an SQL statement which is used for extraction by integration service.

Step 4: Creation of Session

Process

1. Open the client workflow manager

2. ConnectRepository

3. SelectFolder(your folder from Repository pane)Tool menuTask Developer

4. Task MenuCreate

5. SelectTask type sessionEnter the nameClickCreate

6. SelectMappingOK

7. ClickDone

** Creation of Source Connection:- (This connection is required for extraction and loading of actual data. Earlier connection ODBC which you made is only for extracting the structure of the table.)

Connection menuRelational

FromlistOracleNewEnter the Details

Name-BATCH7PM_SRC

Username- scott

Password-tiger

Connect String-ORCL

** Similarly create target connection following the above stated process.

8. Double ClickSession(S_simplepass)Mapping tab

9. From left paneSQ_EMPSet Connection with the value which you have created for the “Extraction” connection name

10. Repeat the processDim_employeeSet Connection

11. From propertiesset Target load type “Normal”ApplyOK

12. RepositorySave

Step 5: Creation of Workflow

Process

1. Tool menuWorkflow Designer

2. Workflow menuCreate

3. Enter the Workflow name (WKF_simplepass)

4. From repository Navigator window expandSession sub folderDrag the session, drop beside the workflow

5. From Task menuLink taskDrag the link from workflow, drop on session


Step 6: Executing Workflow

Process

1. Workflow menuStart Workflow

** Now Start the Workflow Monitor to view your workflow status.

** There is an option in the Informatica PowerCenter in which you can create the target definition manually to the Target Database.

Target DefinitionManual Approach

Process

1. Tools menuTarget Designer

2. Target menuCreate

3. Enter the Target Table nameselect Database type (Oracle)CreateDone

4. Double ClickTarget DefinitionColumn Tab from toolbarAdd new column

The column Structure will look like this…

Column name Data Type Precision Scale Not Null Key Type

DEPTNO Number(p,s) 2 0 Primary key

DNAME Varchar2 10 0 Not A key

SUMSAL Number(p,s) 7 2 Not A key

5. ClickOkDone

6. Target menuGenerate/Execute SQL

7. ClickConnectGive the Information

ODBC Data source

Username

Password

8. ClickConnect

9. Select Create TableGenerate/ExecuteClose

√

Transformation

1. (Filter, Rank, Expression)

DFD

14 Rows 14 Rows 14 (I) 6(O) 6(I) 3(O) 3(I) 3(O)

Business Logic: Calculate the Tax for top 3 employees of department number 30

Ans: First we use the Filter transformation to filter the data of department number 30 only, then Rank transformation to take the top 3 employees from department number 30 and at last Expression transformation to calculate the Tax for each employee.

Procedure

1. Create the Source Definition Emp

2. Source AnalyzerCreate Target DefinitionEmp_tax_cal

3. Create MappingName M_tax_cal Drop source & target definition onto the mapping designer workspace.

4. Transformation Menu CreateSelect Transformation type FilterEnter the nameCreatedone

-- Repeat the same process to add Rank & Expression Transformation.

5. From SQ_EmpCopy the required ports to the filter transformation.

6. Double clickFilter TransformationProperties tab Set

Filter Condition DEPT = 30

7. Click ApplyOk

8. From Filter Transformation copy the port to a Rank Transformation.

9. Double clickRank Transformation Port tabSet

For a port name SALRank Port

10. SelectProperties TabSet

Top/Bottom Top

Number of Ranks3

11. From Rank Transformation copy the port to an Expression Transformation.

12. Double clickExpression TransformationPort tab

13. From tool barAdd new PortSet

Port Name=Tax

Data Type=Decimal

Emp SQ_EMP Dept = 30 Top 3 Tax (Sal*.10) T_Emp

Precision=7

Scale=2

UncheckInput Port (I)

Expression SAL * 0.15

14. Click ApplyOk

15. From Expression Transformation connect the ports to the Target Definition.

16. Repeat the process of creation of workflow and execute the workflow.

2. Sorter, Aggregator, Lookup

DFD

Dept Table-Deptno-Deptname-Location

-Emp -Sal -Deptno -Deptno-Ename -Deptno (Key) -Sal (I) -Dname-Sal -Sumsal (O) -Sumsal-Deptno -sum(Sal)

Business Logic: Calculate the total Salary Paid for each department

Ans: Sorter transformation is used for better performance of Aggregator transformation, and grouping the data department wise, aggregator transformation aggregate the salary (Sum) department wise. There is Dname port is in the target table but Dname is not in the Emp table so, we used the Lookup Transformation to get the Dname from Department table. (Emp.deptno=Dept.deptno)

Procedure

1. Create the Source and Target Definition

2. Create the mapping with name M_LKP

3. Drop the Source & Target Definitions

4. Create the Transformation type Sorter and Aggregator.

5. From SQ_EMP copy the port (Dept, Sal) to Sorter Transformation

6. Double clickSelect Port tabfor port name Deptno check, key checkboxapplyok

Emp SQ_EMP Sorter T/R Aggregator T/R Emp_Sum

Lookup T/R

7. From Sorter Transformation copy ports to aggregator transformation

8. Double click on aggregator transformationSelect port tabfor a port name deptnocheck group by checkbox

9. From a port name SAL uncheck output port (O)

10. From toolbar add new port

Port name DataType P S I O V Expression

Sumsal decimal 7 2 √ sum(sal)

11. Select the properties tab select a sorted inputclick applyOK

12. From aggregator connects the port to the target definition.

13. Transformation menuCreatelookup transformationName LKP_SRCCreate

14. Select the tab Sourceselect the source table Dept definition ok

15. From aggregator transformation copy the port Deptno to the lookup transformation double click on lookup transformation

16. Select the condition tab from a toolbar click on add a new condition.

Lookup table column Operator Transformation Port

Deptno = Deptno1

17. ClickapplyOK

18. From lookup transformation connect the Dname port to the target.

19. ClickRepository menusave

20. Repeat the process of creation of session and workflow and run the workflow.

Note: - Lookup Transformation supports both Equi-Join and Non-Equijoin.

3. Joiner Transformation

DFD

-Empno-Ename-Job-Sal-Deptno

-Deptno-Dname-Location

Business Logic Merge the table Emp and Dept

Joiner Transformation

Emp

Emp_Dept

Dept

-Empno-Ename-Job-Sal-Deptno-Dname-Location

Ans: Use Joiner transformation copy the ports from the both Emp and Dept table to joiner transformation. Set the condition on the port which is available in both tables just like equi-join (deptno).

Procedure

1. Create Source and Target definition

2. Create MappingNameM_DATA_JOIN

3. Drop source and Target Definition

4. Create the transformation type joiner

5. From SQ_EMP copy the following ports to the joiner transformation (Empno, ename job, sal, deptno)

6. From SQ_DEPT copy the following ports to joiner transformation (Deptno, Dname, Location)

7. Double click on joiner transformationCondition tabFrom toolbar Add new condition

Master Operator Detail

Deptno1 = Deptno

8. Clickapplyok

9. From joiner transformation connect to the port to target definition.

10. Repeat the process for creating session & workflow and run the workflow

Router Transformation

Router TransformationInput

State=HRState=DLState=KA

Default

Business Logic: Divide the Emp table records Department wise.

Ans: For this we will use Router Transformation because this takes one input and provides multiple outputs. Connect the target table through the every distinct department groups of output port in the Router transformation.

Procedure

1. Create Source and Target Definition

2. Create mapping with name M_Router

Sales Sales_SQ

State HR

State DL

State KA

Default

3. Drag and drop the source and target definition on to the mapping designer work space.

4. Create Router Transformation from transformation menu.

5. Copy all the port from Source Qualifier to Router transformation

6. Double click Router TransformationGroup tabAdd new Group from toolbar

Group Name Group Filter Condition

Dept 10 Deptno=10

Dept 20 Deptno=20

Dept 30 Deptno=30

7. ClickApplyOk

8. Copy ports from Dept 10 Group to Emp_dept 10 Target. (Repeat the process for Dept 20 and Dept 30 group)

9. Click Repository menuSave

10. Repeat the process for creating session and workflow and run the workflow.

Union Transformation

Note: All the sources should have the same structure.

Business Logic: Merge two table Emp and Employees table into one table Emp_Union

Ans: For this we will use Union Transformation It takes multiple inputs and provides one output. But the various sources should have the same structure. Connect the target table through single output port of the Union transformation.

Procedure

1. Import metadata of Emp and Employees from source database using Source Analyzer.

2. Create Target table Emp_Union

3. Create a mapping with the name M_Union

Emp

Employees

SQ_Emp

Employees_SQ

Output

Group 2

Group 1Emp_Union

4. Drag and Drop the Source and Target Definition on the mapping designer workspace.

5. Create Union Transformation with name Emp_Union

6. Double Click on Union TransformationGroup tabAdd new groupName the group Emp and Employees

7. Group port tabAdd new port

Name Datatype Precision Scale

Empno decimal 2 0

Ename String 10 0

Job String 10 0

8. Copy ports SQ_Emp to Emp Group

9. Copy ports Employees_SQ to Employees group

10. Copy the ports from output group to target (Emp_Union)

11. Repeat the Process of creating Session and workflow and Run the workflow.

Stored Procedure Transformation

Create the following stored procedure in the database.

Create procedure Annual_tax

(Sal In Number,

Tax Out Number)

IS

Begin

Tax := Sal*0.15;

End;

Business Logic: Calculate the Annual Salary of the employee for the new column tax in the target table.

Ans: For calculating the annual tax this time we will use stored procedure transformation. Because by this the overheads of the Integration service will be reduced and the performance will be increased.

Procedure


2. Create the mapping with the name M_StoredP

3. Drop the source and target definition on to the Mapping designer Workspace.

4. Create the transformation type stored procedure

5. Give the ODBC Connection to run the stored procedure according to it’s place means whether it is in Source database or Target database.

If the Stored procedure is in the target database, then nothing to configure additional settings otherwise do the additional settings as follows:

6. Double Click Stored procedure Properties TabSet the “Connection InformationAs per your Relational connection name for source.

7. While Configuring the mapping in the session for connection set the connection for transformation alsoAs per your Relational Connection name for source.

8. From SQ_Emp Connect the SAL port to the stored procedure transformation.

9. From stored procedure connect the TAX port to the target definition.

10. From SQ_Emp connect the remaining ports to target definition.

11. Click Repository menuSave

12. Repeat the process for session & Workflow and Run the workflow.

Source Qualifier Transformation

In this transformation we generally do the changing in the SQL code of the Source Qualifier.

Business Logic: Load the data of employees in the target those belongs to only department number 20 and 30 and records should be sorted by their salary in ascending order.

Ans: Earlier we did this by the filter transformation but now we will do this by source qualifier transformation. It will certainly increase the efficiency of the Integration Service.

Procedure


2. Create Mapping with a name M_Source_filter

3. Drop the source and target definition on the mapping designer window.

4. From SQ_Emp connect the required port to the Target table just like simple pass.

5. Double click SQ_EmpProperties tabSet the value for “Number of sorted ports=1” Set the value for “sql query” as “SELECT EMP.EMPNO, EMP.ENAME, EMP.SAL, EMP.DEPTNOFROM EMPWHERE DEPTNO IN (20, 30) ORDER BY EMP.SALclick Generate SQLClick ApplyOk

** Here you can also set properties for you query such as Distinct by check the checkbox of Distinct.

** By default the order by clause will be imposed on empno because you had set value for number of sorted port =1 the integration service take it sequentially from empno if

you would choose value 2 then it will take to port empno and ename so you must do changes in the SQL query according to your requirements.

Note: If you will set the value for sql query without connecting to target port you will get error message, so connect to the target port from SQ_Emp first.

6. Repeat the process for creating session and workflow and Run the workflow.

User Define Join in Source Qualifier Transformation

User defined joins possible in the source qualifier only when the two sources are belongs to same database user account or schema.

Business Logic: Join two tables Emp and Dept to get the Department name and Location from Dept table for each employee in the Emp table.

Ans: Instead of using joiner transformation we will use User Defined Join option in source Qualifier because both table are in the same schema of scott. It will certainly increase the performance measure also.

Procedure

1. Create the source and target definition

2. Create a mapping with the name M_Source_join

3. Drag and Drop the source and Target definition on to the mapping designer workspace.

4. From source qualifier connects the port to the target definition.

5. Double click on source qualifier Properties Tab Set the value for “User defined join” Emp.Deptno=Dept.Deptno

6. Click ApplyOk


8. Repeat the process for creating session and workflow and run the workflow.

Mapplet

A mapplet is reusable metadata object created with business logic using set of transformation.

Procedure

1. Tool menuMapplet Designer

2. Mapplet menuCreateGive the name of the mapplet

3. Transformation menuCreateMapplet InputEnter the proper nameCreateDone

4. Transformation menuCreateMapplet InputEnter the proper nameCreateDone

5. Create the Filter Transformation and Expression Transformation.

6. Double ClickMapplet Input TransformationPort tabCreate desired portsOk

For Exercise (Empno, Ename, Job, Sal, Deptno)

7. From Mapplet Input Copy the port to Filter TransformationChange the data type, precision, Scale for the required portDefine filter condition Deptno=20 or Deptno=30

8. From Filter Transformation copy the port to expression transformation.

9. Create an output port with the name TAX, Uncheck the input port checkbox from properties & develop the expression with the following syntax

IFF(SAL>2000, SAL*15, SAL*20)

10. From Expression Transformation copy the ports to mapplet output transformation.


Design a Mapping with Mapplet

Business logic: Create a mapping for extraction and loading the data from table emp for those employee whose belongs to department number 20 or 30 and also calculate their annual tax.

Ans: We will use mapplet that we have just created in the above exercise because we have already implemented this business logic into creating mapplet.

Procedure


2. Create a mapping with name M_Mapplet

3. Drop the source and target definition onto the mapping designer workspace.

4. From mapplet subfolder drag the mapplet drop beside the source qualifier.

5. From SQ_Emp connect the ports to mapplet input and from mapplet output connect the ports to target definition.


7. Repeat the process for creating the workflow and Run the workflow.

Constraint Based Load Ordering

A CBL is specified when you want to load the data into snowflake dimension, which are having primary and foreign key relationship.

Exercise: Using CBL load the data into dimension named DEPT and EMP in which deptno is primary key in the DEPT table and Foreign key in the EMP table.

Procedure


2. Create Mapping with the name M_CBL

3. Drag and Drop the source and target definition on to the mapping working space

4. From SQ_Emp_dept connect the port to the target definition.

5. Create a session with name S_CBL

6. Double clickSessionConfig object tabCheck Constraint Based Load ordering

7. SelectMapping tabSet the source and each target connection relation typeapplyOk

8. Repeat the process for creating workflow and Run the workflow.

Scheduling Workflow

A schedule specifies the data and time to run the workflow.

Procedure

1. From the workflow managerTool menuWorkflow DesignerCreate Workflow

2. Select scheduler tabSelect Reusable Radio buttonSet the values for scheduler

For Run Option

Run on Integration service Initialization

Schedule option Select Run Everyday

Select End OptionForever

Set the start date and time

3. ClickApplyOk

4. Repeat the Rest of the process of creating workflow.

Working with Flat files

Procedure

Step 1Creation of Source Definition

i) Tool menuSource AnalyzerSources menuImport from file

ii) Browse the location of flat fileSelect the fileOk

iii) In the pop-up window do these settings

a) Select Flat File TypeDelimited

b) Select (Check) Import field name from the first lineClickNext

c) Select delimiter typeNext

d) If required alter the data type for source definitionFinish

iv) Repository menuSave

Step 2 Create the target definition in the target database and repeat the process for target definition

Step 3 Create MappingGive proper name From Source Qualifier connect the ports to the target definition.

Step 4 Create a sessionGive the proper name

Step 5 Double click session Mapping tabSelect SQ_Customer from left paneSet the attribute as follows

Attributes Values

Source File Directory D:\Flatfiles

Source File Name Customer.txt

Source File Type Direct

Step 6 Set the target setting for loading as usual with relational connection.

Step 7Repeat the process for creating workflow and run the workflow.

Direct and Indirect Communication of Integration Service with Source File type

Integration Service Integration Service

Direct Indirect

C:\Flatfile\Customer.txt List of filesPath:D:\Files\Cust.txt

File Name: Cust.txtC:\Flatfiles\Customer.txtD:\Customer\Cust1.txtD:\Sales\Customer.txt

Working with File List

A File list is a list of flat files with the same data definition, which needs to be merged with source file type as indirect.

Note: A file list works only when the entire flat files having the same data definition.

Procedure

1. The all processes are same except you have to set the session attribute value for “Source File Type” as Indirect.

XML Source Qualifier Transformation

We use XML Source Qualifier Transformation to read the data from XML files.

Every XML Source definition by default associates with XML Source Qualifier Transformation.

Procedure

1. Create source definition Emp.xml

2. Tool menuSource AnalyzerSource menuImport xml definition

3. Browse the location for xml fileselect fileOpenOk

4. A window will pop-up for settingsClickNextSelect Option

i. Hierarchy Relationship

ii. Denormalized xml viewsFinsih


6. Create target definitionEmp_xml

7. Create mapping with giving proper name.

8. Drag and Drop the source and target definition to the mapping workspace.

9. From XML_SQ connect the ports to the target definition.

10. Create SessionS_XML

11. Double click sessionMapping tabfrom left pane select XML source qualifierIn properties section set the following attributes.

Source File Directory D:\XML Files

Source File NameEmp.xml

Source File Type Direct

12. Repeat the process for target relational connection, and creating workflow and run the workflow.

Normalizer Transformation

Normalizer transformation functions like a source qualifier while reading the data from COBOL sources.

Use normalizer transformation to convert a single input record from source into multiple output data records. (This process is known as data pivoting)

Process


2. Create a mapping with nameM_Pivot

3. Drop the source and target definition to the mapping working space.

4. Create transformation type Normalizer

5. double clickNormalizer TransformationNormalizer tabAdd new column

Column Name Level Occurs Datatype P S

Year 0 0 Number 4 0

Account 0 0 String 10 0

Amount 0 3 Number 7 2

6. ClickApplyOk

7. From Source Qualifier connect the port to normalizer transformation

8. From Normalizer transformation connect to target definition (GCIDMonth)

9. Repository menusave

10. Repeat the process for session & workflow and run the workflow.

GCID Generated Column ID / Global Column ID

Transaction Control Transformation

Type of active transformation which allow to control the transaction by set of commit and rollback condition.

Business Logic: Commit only those employees information whose belongs to department number 20.

Ans:- Use Transaction control transformation and give the condition.

IFF(DEPT=20 TC_COMMIT_AFTER, TC_ROLLBACK_AFTER)

Process


2. Create the mapping with name M_TCT

3. Drag & Drop the source and target definition at mapping designer workspace.

4. Create transformation typeTransaction control

5. Copy ports from SQ_Emp to Transaction Control Transformation

6. Copy the ports from Transaction Control Transformation to Target table

7. Double ClickTransaction Control TransformationSelect Transaction Control Transformation ConditionGive the condition

IFF(DEPT=20 TC_COMMIT_AFTER, TC_ROLLBACK_AFTER)

To select predefined variableClick on variable built in folder.

Slowly Changing Dimension-type2 (Type2 Mapping)

SCD Type 2 Complete history + Current Data

Process

1. Source Definition Emp Table

2. Target Definition (Emp_type2) (Empkey, Empno, Ename, Sal, Version)

3. Drag and Drop the source and target definition on mapping designer workspace.

Note: Drop the Target Definition twice on the mapping designer workspace

4. Create a lookup transformation to perform a lookup on target table.

5. From SQ_Emp copy the port Empno to the lookup transformation and make it port type input only.

6. Double click on the lookup transformationSelect the condition tabadd new conditionSet condition as follows

Lookup table condition Operator Transformation Port

Empno = Empno1

7. Select the properties tabSet the following properties

Transformation Attribute Value

Lookup policy on multiple match Use last value

8. Create Expression Transformation

9. From SQ_Emp copy (empno, ename, sal) ports to expression transformation

10. From lookup transformation copy (empkey, sal1, version) ports to expression transformation

11. Rename the ports which are copies from lookup transformation for better understanding as (TRG_EMPKEY, TRG_SAL, TRG_VERSION)

12. In expression transformationCreate two output ports with name NEW_RECORD and UPDATE_RECORD and develop the following expression

NEW_RECORD ISNULL(TRG_EMPKEY)

UPDATE_RECORD NOT ISNULL(TRG_EMPKEY) AND (SAL!=TRG_SAL)

13. ClickApplyOk

Defining New Record data flow

14. Create transformation type Filter, Sequence Generator, Expression and Update Strategy.

15. From expression transformation copy (Empno, Ename, Sal, New_Record) ports to Filter transformation.

16. Double clickFilter TransformationProperties Tab


Filter Condition New_Record

17. From filter transformation copy the (Empno, Ename, Sal) ports to expression transformation

18. From Sequence Generator transformation copy the Next_Val port to expression transformation

19. Double clickExpression TransformationPort TabFor port Next_Val select only input portAdd new port

Port Name Datatype Precision Scale O Expression

S_key Decimal 6 0 √ Next_Val * 100

Version Decimal 5 0 √ 0

20. ClickApplyOk

21. From Expression Transformation copy the (S_key, Empno, Ename, Sal, Version) ports to an update strategy transformation

22. Double ClickUpdate Strategy transformationProperties tab


Update Strategy Expression DD_INSERT

23. From Update Strategy connect the ports to the first target definition

Defining Update Record Data Flow

24. Create the transformation type Filter, Expression, Update Strategy

25. From Expression Transformation copy (Empno, Ename, Sal, TRG_Empkey, TRG_Version, Update_Record) ports to Filter Transformation

26. Double Click Properties tab


Filter Condition Update_Record

27. From Filter Transformation copy (Empno, Ename, Sal, TRG_Empkey, TRG_Version) ports to the Expression Transformation

28. Double ClickExpression TransformationPort TabUncheck the output ports for a port name i. TRG_Emp ii. TRG_Version

29. ToolbarAdd new port

Port Name Datatype Precision Scale O Expression

Dimkey Decimal 6 0 √ TRG_Empkey + 1

Version Decimal 5 0 √ TRG_Version + 1

30. Click ApplyOk

31. From Expression TransformationCopy (Dimkey, Empno, Ename, Sal, Version) ports to Update Strategy Transformation

32. Double ClickUpdate Strategy transformationProperties tab


Update Strategy Expression DD_INSERT

33. From Update Strategy Transformation connect the ports to Second target definition.

34. Repository MenuSave

35. Repeat the process for Creating Session and Workflow and Execute the Workflow.

Link Condition

In Sequential batch processing the session can be executed sequentially and conditionally using link conditions.

Define the link condition using a predefined variable called PreTaskStatus

Process

1. Create three Mappings.

2. Create three Sessions S10, S20, S30

3. Create workflow and assign the session in a sequential fashion.

4. Double Click on the link between S10 and S20 sessionPredefined TabDouble Click on PrevTaskStatus Type SUCCEEDED

$S10.PrevTaskStatus=SUCCEEDED

5. Repeat the process for S20 and S30


7. Repeat the process for creating workflow and execute the workflow.

Worklet

A Worklet is defined as group of task. There are two types of Worklet.

i. Reusable Worklets

ii. Non-reusable Worklets

Process

1. Reusable Worklet

1. Tool menuWorklet Designer

2. Worklet menuCreateGive the proper name

3. Drag and Drop the sessions in parallel fashion and link the sessions.

4. Create WorkflowDrop the WorkletLink the workflow and Worklet

5. Run the Workflow

2. Non-Reusable Worklet

1. Tool menuWorkflow Designer Workflow menuCreateEnter the nameOk

2. Task menuCreateTask type “Worklet”Enter the name

3. Link Workflow and Non-Reusable Worklet

4. Select Non-Reusable WorkletRight ClickOpen Worklet Drag and Drop the sessions in Parallel Fashion

5. Select Workflow designer toolRepository menuSave

6. Run the Workflow.

Conversion from Non-Reusable to Reusable Worklet

1. Select Non-Reusable worklet

2. Right ClickEdit

3. Check the Check Box of Make Reusable

4. ClickApplyOk

Command Task

You can specify one or more Shell command for UNIX or Dos Command for Windows to run during workflow with the command task.

You specify the shell commands in the command task to delete, reject and copy a file etc.

Used the command task in the following ways:

1. Standalone Command Task:- Use a command task anywhere in the workflow or worklet to run the shell commands.

2. Pre-post session shell command:- You can call the command task as the pre-post session shell command for a session task.

You can use any valid Unix commands for Unix server and any valid dos command for Windows server.

Control Flow

Prerequisite

1. Create three session

2. Create two folder in drive C:\ named Success and Failed

3. Create a blank txt file named test.txt

Procedure

1. Tool menuTask DeveloperTask menuCreate

2. Select Task type “Command”Enter the NameCreateDone

3. Double clickCmd TaskCommand tabAdd a new cmd

Name cmd

On_Success copy C:\test.txt C:\Success

4. ClickApplyok

5. Select Task type “Command”Enter the NameCreateDone

6. Double clickCmd TaskCommand tabAdd a new cmd

Name cmd

On_Failed copy C:\test.txt C:\Failed

7. Double click on the session S10 Select the Components tab

Task Type Value

Post Session Success Command Reusable On_Success

Post Session Failure Command Reusable On_Failed

8. ClickApplyOk

WKF S 10

CMDTASK S 20

CMDTASK S 20

Event-Wait Fail

Event-Wait SuccessCopy C:\test.txt C:\Success

Copy C:\test.txt C:\Fail

9. Task menuCreateEvent WaitEnter the nameCreateDone

10. Double click Success “Event Wait” TaskSelect Events tabSelect the pre-defined event

Enter the name of the file to watch

C:\Success\test.txt

11. Select properties tabSelect delete file watch file

12. ClickApplyok

13. Make a link between tasksDefine the link condition on the link between session S10 and Command task for success and failure as follows

$S10.PrevTaskStatus=SUCCEEDED

$S10.PrevTaskStatus=FAILED

14. Repository menuSave Execute Workflow

User Defined Events

Event Task

Event Raise Event Wait

User Defined Events Pre-Defined Events[File Watch Events]

WKF

S 10

S 20

S 30

Event Wait

Event Raise

S 40

S10 S30 Complete

Event to be raised

Wait for S10 S30to be completed

Procedure

1. Create four Sessions.

2. Tool MenuWorkflow DesignerWorkflow menuCreate

3. Enter the Workflow nameEvents tabCreate new EventsEnter the Event nameClick Ok

4. Create Workflow as shown above figureTask menuCreateSelect Task “Event Raise” and “Event Wait” CreateDone

5. Makes the links between tasks.

6. Double click Event Raise TaskSelect Properties tab

Attribute Value

User Defined Value S10 S30 Complete

7. Double ClickEvent Wait TaskEvent tab

8. Select Option “User Defined” Click on Browse Events to Choose an EventSelect the EventClick Ok


10. Execute Workflow

Workflow with Decision Task

You can enter a condition that determines the execution of the workflow with decision task, similar to the link condition.

Use decision task instead of multiple link condition in the workflow.

Procedure

1. Create four Sessions.

2. Tool MenuWorkflow DesignerWorkflow menuCreate

3. Enter the Workflow nameEvents tabCreate new EventsEnter the Event nameClick Ok

4. Create Workflow as shown above figureTask menuCreateSelect Task “Decision”, “Command” and “Event Wait” CreateDone

WKF

S10

S200

S300

Decision Task

CommandTask

Event WaitTask S40

0

Decision Condition

5. Make a link between tasksDouble Click on “Decision Task” Select the Properties tab

Attribute Value

Decision Name $ S10.Status=Succeeded AND$S20.Status=Succeeded AND$ S30.Status=Succeeded

6. ClickOk

7. Double ClickLink Input to “Command Task”Properties tabCreate the Expression

Expression: $Decision .condition=True

8. Double ClickCommand TaskCommand tab

Name Command

Success copy D:\CMDTASK\RESULT.txt D:\Success

9. Double Click “Event Wait task”Predefined EventEnter the file name

D:\Success\RESULT.txt

Note: If you want to delete the watch file after complete the task. You can select the option “Delete Watch File” From properties tab of Event wait task.


Timer Task

You can specify the period of time to wait before integration service runs the next task in the workflow with the timer task.

Procedure

1. Create timer task from task menu of workflow designer.

2. Double clickTimer taskTimer tab

3. Select absolute timespecify date and timeApplyOk

Design a workflow with multiple link condition (Alternative to decision task)

WKF

S10

CommandTask

S20

$S10.Status=Succeeded


Procedure

1. Design the workflow as shown in above figure.

2. Double clickCommand TaskGeneral tab

Treat Input Link as AND OR

3. Command TabGive the command


Assignment Task

You can assign a value to user defined workflow variable with the assignment task.

To use an assignment task in the workflow first create and add an assignment task to the workflow then configure the assignment task to assign value or expression to user defined variable.

** Weekly and Daily Loading

Procedure

1. Create three sessions.

2. From Tools menuSelect workflow designerFrom workflow menuSelect Create

3. Enter the workflow name Select Variable tabFrom toolbarClick Add new Variable

Name Datatype Persistent

$$WKF_RUNS Integer √

Enter the default value 0

4. From Repository navigator windowDrag and drop the session S10 drop beside the start task.

5. Create the task type “Decision” and “Assignment”

6. Drag and Drop the session S20, S30

7. Make the link between tasksDouble click on link between S10 and Assignment taskDevelop the following expression


8. Double click “Assignment task”Expression tabFrom toolbar click on add a new Expression

User Defined Variable Operator Expression

$$WKF_RUNS = $$WKF_RUNS + 1

9. Double clickLink between Assignment task and Decision taskDevelop the following expression

$Assign_value.Status=Succeeded

10. Double clickDecision TaskProperties tab

Attribute Value

Decision Name MOD($$WKF_RUNS, 7) = 0

11. Double clickLink between decision task and session S20Develop the link condition

$Decision .Condition=True

12. Double clickLink between decision task and session S30Develop the link condition

$Decision . Condition=False

13. Repository MenuSave

E-mail Task

Used to send an e-mail within a workflow.

Procedure

1. Develop a workflow with e-mail task.

2. Double clickEmail taskProperties tabSet the following Attribute

Email User Name [email protected]

Email Subject Daily Load Completed

Email Text Success

3. ClickOk


User Defined Function

It lets you to create customized function or user specific function to meet the specific business task that is not possible with built in functions.

The user defined functions can be private or public.

Procedure

1. From repository navigator window in Designer Client Select “User Defined Function” sub folder

2. Tool menu User defined functionsNew

3. Enter the name and type

4. Add new Argument

Name Datatype Precision Scale

Arg 1 String 12 0

5. To define the expression click on “Launch Editor”

LTRIM (RTRIM (ARG1))

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Informatica Lab

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