Informatica Data Quality Analyst (Version 9.5.

0)

User Guide

Informatica Data Quality Analyst User Guide

Version 9.5.0
June 2012
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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter 1: Introduction to Informatica Data Quality Analyst. . . . . . . . . . . . . . . . . . . . . . . . . 1

Informatica Data Quality Analyst Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Informatica Analyst. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Informatica Analyst Navigator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Informatica Analyst Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Contents View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Properties View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Security View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Logging In to Informatica Analyst. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Chapter 2: Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Projects Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Creating a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Duplicating a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Renaming a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Deleting a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Rules and Guidelines for Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Renaming a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Duplicating a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Moving a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Deleting a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Viewing a Project or Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Object Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Viewing an Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Duplicating an Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Table of Contents

Renaming an Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Moving an Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Deleting an Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Metadata Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Creating a Metadata Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Opening a Metadata Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Creating and Assigning a Tag. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Viewing Tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Search Syntax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Search Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Performing a Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Importing Metadata Manager Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Searching Objects Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Assigning Permissions on a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Rules and Guidelines for Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Job Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Monitoring Job Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Metadata Manager Business Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Managing Business Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 3: Data Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Data Objects Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Flat File Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Flat File Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Datetime Datatypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding a Delimited Flat File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Adding a Fixed-width Flat File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Rules and Guidelines for Flat Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Database Connection Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Deleting a Database Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Adding a Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Rules and Guidelines for Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Viewing Data Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Editing Data Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 4: Exception Record Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Exception Record Management Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

ii

Table of Contents

Exception Management Process Flow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Reserved Column Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Exception Management Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Importing a Database for Exception Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Viewing and Editing Bad Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Updating Bad Record Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Viewing and Filtering Duplicate Record Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Editing Duplicate Record Clusters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Consolidating Duplicate Record Clusters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Viewing the Audit Trail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Chapter 5: Reference Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Reference Tables Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Reference Table Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Managed and Unmanaged Reference Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Reference Table Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Create Reference Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Creating a Reference Table in the Reference Table Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Create a Reference Table from Profile Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Creating a Reference Table from Profile Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Creating a Reference Table from Column Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Creating a Reference Table from Column Patterns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Create a Reference Table From a Flat File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Analyst Tool Flat File Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Creating a Reference Table from a Flat File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Create a Reference Table from a Database Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Creating a Database Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Creating a Reference Table from a Database Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Reference Table Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Managing Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Managing Rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Finding and Replacing Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Exporting a Reference Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Audit Trail Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Viewing Audit Trail Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Rules and Guidelines for Reference Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Table of Contents

iii

Preface
The Informatica Data Quality Analyst User Guide is written for data quality analysts. It describes how to use
Informatica Analyst. This guide assumes that you have an understanding of data quality concepts, flat file and
relational database concepts, and the database engines in your environment.

Informatica Resources
Informatica Customer Portal
As an Informatica customer, you can access the Informatica Customer Portal site at
http://mysupport.informatica.com. The site contains product information, user group information, newsletters,
access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library,
the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Product
Documentation, and access to the Informatica user community.

Informatica Documentation
The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have
questions, comments, or ideas about this documentation, contact the Informatica Documentation team through
email at [email protected]. We will use your feedback to improve our documentation. Let us
know if we can contact you regarding your comments.
The Documentation team updates documentation as needed. To get the latest documentation for your product,
navigate to Product Documentation from http://mysupport.informatica.com.

Informatica Web Site

You can access the Informatica corporate web site at http://www.informatica.com. The site contains information
about Informatica, its background, upcoming events, and sales offices. You will also find product and partner
information. The services area of the site includes important information about technical support, training and
education, and implementation services.

Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com.
The How-To Library is a collection of resources to help you learn more about Informatica products and features. It
includes articles and interactive demonstrations that provide solutions to common problems, compare features and
behaviors, and guide you through performing specific real-world tasks.

iv

Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base at http://mysupport.informatica.com.
Use the Knowledge Base to search for documented solutions to known technical issues about Informatica
products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If
you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base
team through email at [email protected].

Informatica Multimedia Knowledge Base

As an Informatica customer, you can access the Informatica Multimedia Knowledge Base at
http://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia files
that help you learn about common concepts and guide you through performing specific tasks. If you have
questions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Base
team through email at [email protected].

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or through the Online Support. Online Support requires
a user name and password. You can request a user name and password at http://mysupport.informatica.com.
Use the following telephone numbers to contact Informatica Global Customer Support:
North America / South America

Europe / Middle East / Africa

Asia / Australia

Toll Free

Toll Free

Toll Free

Brazil: 0800 891 0202

France: 0805 804632

Australia: 1 800 151 830

Mexico: 001 888 209 8853

Germany: 0800 5891281

New Zealand: 09 9 128 901

North America: +1 877 463 2435

Italy: 800 915 985

Netherlands: 0800 2300001
Portugal: 800 208 360

Standard Rate

Spain: 900 813 166

India: +91 80 4112 5738

Switzerland: 0800 463 200

United Kingdom: 0800 023 4632

Standard Rate
Belgium: +31 30 6022 797
France: +33 1 4138 9226
Germany: +49 1805 702 702
Netherlands: +31 306 022 797
United Kingdom: +44 1628 511445

Preface

vi

CHAPTER 1

Introduction to Informatica Data

Quality Analyst
This chapter includes the following topics:
Informatica Data Quality Analyst Overview, 1
Informatica Analyst, 1
Logging In to Informatica Analyst, 4

Informatica Data Quality Analyst Overview

Informatica Analyst (the Analyst tool) is a web-based application client that analysts can use to perform data
quality tasks in an enterprise. Use the Analyst tool to collaborate with data quality developers on data quality
solutions.
The Analyst Service manages the Analyst tool. The Analyst tool uses projects to store folders and objects. The
Analyst tool stores projects, folders, and objects in the Model repository. The Analyst tool connects to the Model
repository database to create, update, and delete projects and objects in the Analyst tool.
You can import data objects such as tables and flat files into projects and folders. The Analyst Service manages
the connection to the directory that stores uploaded flat files that you use as flat file sources in the Analyst tool.
The Analyst Service also manages the connection to a database that stores reference tables that you create or
import in the Analyst tool.
You can use the data objects to create mapping specifications to define business logic that transforms and moves
data from a source to a target.

Informatica Analyst
The Analyst tool has a web-based interface that you can use to perform data integration and data quality tasks.
The Analyst tool interface has tabs, headers, views, and a Navigator. Use the Navigator to browse projects and
perform tasks on projects and folders.
When you log in to the Analyst tool, the Browse: Projects tab appears. The tab displays views and the Navigator.
The tab also displays the icons and the Actions menus that you can use to perform tasks in the Navigator and in
views.

When you click the link for an object in a view, the object opens in a tab. After you perform a search, the Analyst
tool displays the search results in a tab. You can keep multiple tabs open in the Analyst tool interface. You can
navigate between tabs.
The Analyst tool has the following header items:
Log Off. Log out of the Analyst tool.
Manage. Set user preferences to open metadata bookmarks in the Analyst tool or Developer tool and to delete

database connections. Monitor the status of Analyst tool jobs for objects such as profiles, scorecards,
reference tables, and mapping specifications. Manage Metadata Manager business terms.
Help. Access help for the current tab.
Search. Search for folders in projects. Search for objects in the Model repository and the Metadata Manager

repository.

Informatica Analyst Navigator

Use the Navigator to browse projects and folders and their contents. After you log in to the Analyst tool, the
Navigator appears in the left pane.
When you select a project in the Navigator, you can select a view to view the project contents, descriptive
information about the project, and permissions on the project.
The Navigator displays the following types of objects:
Projects. Highest object in the Navigator hierarchy. It is the top-level container for all projects that you create.
Folders. Child object of a project. Organize domain objects within a project in folders.

Refresh the Navigator to get the latest version of all objects in the Navigator. Multiple users can add projects and
folders that appear in the Navigator.
The Navigator has an Actions menu that you can use to perform tasks on projects and folders. You can also rightclick projects and folders to perform the same tasks.
Use the Navigator to perform the following tasks:
Create projects and folders.
Manage projects and folders.
Refresh the projects and folders that appear in the Navigator.

Informatica Analyst Views

The Analyst tool has views for the projects and folders that you select in the Navigator. Objects that open in tabs
also have views. Use the Actions menu or right-click objects to perform tasks related to the view. You can also
click icons in the view panels to perform the common tasks related to the view.
The Contents View and the Properties View are the views for the top-level Projects container. The Projects
container contains the projects that you create in the Navigator.
After you select a project or folder, the Analyst tool interface displays the following views:
Contents view. Displays project or folder contents and properties for selected objects.
Properties view. Displays project or folder properties.
Security view. Displays user permissions on the project.

Chapter 1: Introduction to Informatica Data Quality Analyst

Contents View
Use the Contents view to view project and folder information. In the Contents view, you can create and add data
objects and profiles to projects and folders. You can perform project and folder management tasks.
After you select a project or folder in the Navigator, click the Contents view to view project or folder contents.
The Contents view displays project or folder contents in the Contents panel. When you select an object in the
Contents panel, the Analyst tool displays the object properties in the Properties panel.
You can perform the following tasks in the Contents view:
Open an object.
Duplicate projects, folders, and objects.
Rename projects, folders, and objects.
Move folders and objects.
Delete projects, folders, and objects.
Add a flat file to a project or folder.
Add a relational table to a project or folder.
Create a custom profile.
Create a reference table.
Create bad record or duplicate record tables.
Close all tabs.

Properties View
Use the Properties view to view descriptive information about the project or folder.
After you select a project or folder in the Navigator, click the Properties view to view the project or folder
properties.
In the Properties view, you can view the project or folder name and description.

Security View
Use the Security view to view and assign project-level permissions to users.
After you select a project in the Navigator, click the Security view to view user permissions on the project. In the
Security view, you can assign the read, write, and grant permissions to users. You can also add users and assign
permissions to them.
The Security view displays the following information in the Project-level permissions panel:
User. User name for the user who is assigned permissions on the project.
Security domain. Name of the security domain that the user belongs to. Security domain can be LDAP or

Native.
Permission. Permissions assigned to the user. Permissions can include read, write, or grant permission.

Informatica Analyst

Logging In to Informatica Analyst

Use the Analyst tool URL to log in to the Analyst tool interface. When you log in to the Analyst tool, you must
specify the user name, password, and the native domain or the LDAP security domain.
1.

Start a Microsoft Internet Explorer or Mozilla Firefox browser.

2.

In the Address field, enter the URL for the Analyst tool:
http[s]://<host name>:<port number>/AnalystTool

3.

On the login page, enter your user name and password.

4.

Select Native or the name of a specific security domain.

The Security Domain field appears when the Informatica domain contains an LDAP security domain. If you do
not know the security domain that your user account belongs to, contact the Informatica domain administrator.

5.

Click Login.
The welcome screen appears.

6.

Click Close to exit the welcome screen and access the Analyst tool.

Chapter 1: Introduction to Informatica Data Quality Analyst

CHAPTER 2

Projects
This chapter includes the following topics:
Projects Overview, 5
Folders, 7
Viewing a Project or Folder, 9
Objects, 9
Metadata Bookmarks, 13
Tags, 14
Search, 15
Security, 18
Job Status, 19
Metadata Manager Business Terms, 21

Projects Overview
A project is the top-level container that you use to store folders and objects in the Analyst tool. Use projects to
organize and manage the objects that you want to analyze for data quality.
Create a project based on the structure of the data for which you want to analyze data quality. For example, an
analyst needs to assess data quality on multiple systems structured by region in a country. The analyst creates
projects named East and West to correspond with data for East and West regions. The analyst can import data
objects such as relational tables and flat files in the East and West projects.
You must create or open a project before you can work in the Analyst tool. Use the Navigator to create a project in
the Analyst tool. When you create a project, the Analyst tool stores the project in the Model repository.
You can share a project to share the project contents and collaborate with other users on the project. When you
share a project in the Analyst tool, the project also appears in the Developer tool.
A project can contain folders and objects. You can organize objects in folders.

The following table describes the tasks you can perform on a project:
Task

Description

Manage projects

Manage and share project contents. You can create,

duplicate, rename, and delete a project. You can view project
contents.

Manage folders

Organize project content in folders. You can create, duplicate,

rename, move, and rename folders within projects.

Manage objects

You can view object contents, duplicate, rename, move, and

delete objects in a project or in a folder within a project.

Search projects

You can search for folders or objects in projects. You can

view search results and select an object from the results to
view its contents.

Assign permissions

You can add users to a project. You can assign the read,
write, and grant permissions to users on a project to restrict or
provide access to objects within the project.

Creating a Project
Create a project to store data objects and object types in the Analyst tool. You can create folders in projects. Use
projects to manage the folders and objects in the project.
1.

In the Navigator, select Projects.

2.

Click Actions > New Project.

The New Project window appears.

3.

Enter a name for the project and an optional description.

4.

Click Unshared if you do not want to share the project or Shared if you want to share the project with other
users. Default is Unshared.

5.

Click OK.
The project appears in the Navigator.

Duplicating a Project
You can duplicate project contents in another project that you create. Duplicate a project to use the same project
contents to perform different project tasks. Duplicating a project does not duplicate the user permissions on the
project. The owner of the project gets all permissions by default on the duplicate project.
1.

In the Navigator, select the project that you want to duplicate.

2.

Click Actions > Duplicate.

The Duplicate window appears.

3.

Enter the project name and an optional description.

4.

Click OK.
The Analyst tool duplicates the project contents in the project.

Chapter 2: Projects

Renaming a Project
You can rename a project after you create it. Rename a project according to business usage and naming
convention. You may need to rename a project because the name is incorrect or the project has a different use.
1.

In the Navigator, select the project that you want to rename.

2.

Click Actions > Rename.

The Rename window appears.

3.

Enter a name.

4.

Click OK.
The Analyst tool renames the project in the Navigator.

Deleting a Project
Delete a project when the project and its contents become redundant.
1.

In the Navigator, select the project that you want to delete.

2.

Click Actions > Delete.

3.

In the Delete Project window, click Yes.

The Analyst tool deletes the project from the Navigator.

Rules and Guidelines for Projects

This section describes the rules and guidelines for working with projects.
Use the following rules and guidelines when you work with projects:
You cannot move a project in the Navigator.
You can move folders within a project but you cannot move a folder into one of its own child folders in a project.
You cannot duplicate a project in another project with the same name.
You cannot duplicate a folder within a project to another folder in a different project.

Folders
Use folders to organize project contents. You can create a folder to group objects for a particular task in a project.
You can create a folder in a project or in another folder.
Create folders to group objects based on business needs. For example, a project requires data analysis for data
stored in multiple relational databases across an organization. Each region has a relational database. You can
create folders named East and West to store the project metadata for each region.
Folders appear under projects in the Navigator. A folder can contain other folders and objects.
You can perform the following tasks on a folder:
Create a folder.
View a folder.
Rename a folder.

Folders

 Duplicate a folder.
Move a folder.
Delete a folder.

Creating a Folder
Create a folder to store objects created in the Analyst tool.
1.

In the Navigator, select the project or folder where you want to create a folder.

2.

Click Actions > New Folder.

The New Folder window appears.

3.

Enter the folder name and optional description.

4.

Click OK.
The Analyst tool creates the folder in the Navigator.

Renaming a Folder
You can rename a folder after you create it. Rename a folder to change its name according to business usage or
naming convention.
1.

In the Navigator, select the project and the folder in the project that you want to rename.

2.

Click Actions > Rename

The Rename window appears.

3.

Enter the folder name.

4.

Click OK.
The Analyst tool renames the folder in the Navigator.

Duplicating a Folder
You can duplicate a folder within a project. Duplicate a folder to organize or enhance the contents of a folder or to
use the contents of a folder to perform different tasks.
1.

In the Navigator, select the project and the folder in the project that you want to duplicate.

2.

Click Actions > Duplicate.

The Duplicate window appears.

3.

Navigate to the location where you want to duplicate the folder.

Optionally, enter the location.

4.

Enter the folder name.

5.

Click OK.
The Analyst tool duplicates the folder in the project in the Navigator.

Moving a Folder
You can move a folder within a project. Move folders to organize project content into a hirearchy of folders.

Chapter 2: Projects

1.

In the Navigator, select the folder in the project you want to move.

2.

Click Actions > Move.

The Move window appears.

3.

Navigate to the location in the project where you want to move the folder.
Optionally, enter the location.

4.

Click OK.
The Analyst tool moves the folder in the project in the Navigator.

Deleting a Folder
Delete a folder if the folder contents become redundant.
1.

In the Navigator, select the folder in the project you want to delete.

2.

Click Actions > Delete.

The Delete Folder dialog box appears.

3.

Click Yes to delete the folder.

The Analyst tool deletes the folder from the Navigator.

Viewing a Project or Folder

You can view objects in a project or folder. For each object, you can view the object name and object type on the
Contents view. You can view descriptive information such as project name and description about the project or
folder on the Properties view.
1.

To view project or folder contents on the Contents view, select a project or folder in the Navigator and view
the contents in the Contents panel.
The Analyst tool displays a list of all objects in the project or folder and displays the object name and object
type for each object.

2.

To view descriptive information about the project or folder on the Properties view, select a project or folder
from the Navigator and view descriptive information in the Properties panel.
The Analyst tool displays the project name or folder name and description for the project or the folder.

Objects
The types of objects that you use in the Analyst tool depend on the structure of data for which you want to analyze
data quality. You can use data objects to structure the data and create object types to analyze data quality in a
project.
Data objects can include the relational tables and flat files that you import into the Analyst tool. Logical data
objects created in Data Object Models in the Developer tool appear as logical data objects in projects shared by
the developer in the Analyst tool. These logical data object can appear as tables or flat files.

Viewing a Project or Folder

Object types include objects such as profiles, rules, scorecards, reference tables, bad record tables, and duplicate
record tables that you create in the Analyst tool.
You can store objects in projects or folders. You can associate objects with tags. You can search for objects by
name or by tag.
You can perform the following common tasks on object types and data objects:
View an object.
Duplicate an object.
Rename an object.
Move an object.
Delete an object.

Note: You cannot duplicate, rename, move, or delete a logical data object.

Object Properties
The following table describes the objects that you can store in a project and the viewable object properties:

10

Object

Data Object / Object Type

Object Properties

Relational Tables

Data Object

- Name. Name of the table in the

model repository.
- Location. Location of the table in the
project or folder.
- Connection. Name of the database
relational connection.
- Schema. Name of the database
schema.
- Table Name. Name of the relational
table source.

Flat Files

Data Object

- Location. Location of the flat file in

the project or folder.
- File Path. File path of the flat file on
a network drive.
- Uploaded. File path of the uploaded
flat file.
- File Name. Name of the flat file.

Logical data object

Data Object

- Name. Name of the table in the

model repository.
- Location. Location of the table in the
project or folder.
- Data Object Model. Name of the
Data Object Model from which the
logical data object was created.
- Logical Data Object Name. Logical
data object table name.

Profiles

Object Type

- Location. Location of the profile in

the project or folder.
- Name. Name of the profile.

Rules

Object Type

- Location. Location of the rule in the

project or folder.
- Name. Name of the rule.

Chapter 2: Projects

Object

Data Object / Object Type

Object Properties

Scorecards

Object Type

- Location. Location of the scorecard

in the project or folder.
- Name. Name of the scorecard.

Reference Tables

Object Type

- Name. Name of the table in the

model repository.
- Location. Location of the table in the
project or folder.
- Connection. Name of the database
relational connection.
- Schema. Name of the database
schema.
- Table Name. Name of the reference
table.

Bad Record Tables

Object Type

- Name. Name of the table in the

model repository.
- Location. Location of the table in the
project or folder.
- Connection. Name of the database
relational connection.
- Schema. Name of the database
schema.
- Table Name. Name of the bad record
table.

Duplicate Record Tables

Object Type

- Name. Name of the table in the

model repository.
- Location. Location of the table in the
project or folder.
- Connection. Name of the database
relational connection.
- Schema. Name of the database
schema.
- Table Name. Name of the duplicate
record table.

Viewing an Object
You can view object properties for each object in a project or folder. You can open the object to preview data in a
tab. You can preview the contents of data objects and object types to view the structure of data and analyze data
quality results.
1.

In the Navigator, select the project or folder that contains the object you want to view.

2.

In the Contents panel, select the object you want to view.

The Analyst tool displays the name, type, and location of the object in the project or folder in the Properties
panel. You can view connection name, Data Object Model name, table name, and schema name for table
objects. Additionally, you can view the file path for flat file objects.

3.

Click Actions > Open.

The Analyst tool opens the object contents for preview in a tab. You can preview column metadata for tables
and flat files and data quality results for other object types.

Objects

11

Duplicating an Object
You can duplicate objects within a project or within folders in a project to use objects for different tasks.
1.

In the Navigator, select the project or folder that contains the object you want to duplicate.

2.

In the Contents panel, select the object you want to duplicate.

3.

Click Actions > Duplicate.

The Duplicate window appears.

4.

Navigate to the location in the project where you want to duplicate the object.
Optionally, enter the location.

5.

Enter the name of the object.

6.

Click OK.
The Analyst tool duplicates the object to the location in the project or folder.

Renaming an Object
Rename an object to change its name according to business usage and naming convention.
1.

In the Navigator, select the project or folder that contains the object you want to copy.

2.

In the Contents panel, select the object you want to rename.

3.

Click Actions > Rename.

The Renamewindow appears.

4.

Enter the object name.

5.

Click OK.
The Analyst tool renames the object with specified name.

Moving an Object
Move an object within a project to another location in the project to organize project contents. You cannot move an
object to a target folder that is a child folder of the source folder.
1.

In the Navigator, select the project that contains the object you want to move.

2.

In the Contents panel, select the object you want to move.

3.

Click Actions > Move.

The Move window appears.

4.

Navigate to the location where you want to move the object to a folder.
Optionally, enter the location where you want to move the object to a folder.

5.

Click OK.
The Analyst tool moves the object to specified location in the project or folder.

Deleting an Object
Delete an object from a project or folder if the object becomes redundant.
1.

12

In the Navigator, select the project or folder that contains the object you want to delete.

Chapter 2: Projects

2.

In the Contents panel, select the object you want to delete.

3.

Click Actions > Delete.

4.

In the Delete Object dialog box, click Yes.

The Analyst tool deletes the object from the project or folder.

Metadata Bookmarks
A metadata bookmark is a link to an object in a Model repository. Use a metadata bookmark to share an object
with other Analyst tool users.
Because the Analyst tool is a web-based tool, you can access objects through a link to the object in the the
Analyst tool. Each object you view in the Analyst tool has a unique URL. You can share an object with other
Analyst tool users by sharing the URL for the object. You can create a metadata bookmark for any object that you
can open in the Analyst tool.
The following example shows a metadata bookmark for a relational table:
http://styx:8080/AnalystTool/com.informatica.at.AnalystTool/
index.jsp#p=lewis&i=U:VeP2HpstEd66x8vkMFuKtQ&c=com.informatica.metadata.relational.datasource.Relationa
lDataSource

To share a metadata bookmark, open the object you want to share in the Analyst tool. Copy the link location in the
location bar. You can then send the link in an email or add it to a document. You can also bookmark the link in
your browser to access it again.
To access a metadata bookmark, you can click the link or copy and paste the link into the location bar in a
browser. When you access a metadata bookmark, the Analyst tool prompts you to log in if you are not already
logged in, and then displays the object.
To access a metadata bookmark, you must have the following permissions:
Permission to use the the Analyst tool.
Permission to access the project that contains the object.

Creating a Metadata Bookmark

Create a metadata bookmark to share an object in Informatica Analyst with other users.
1.

In the Analyst tool, open the object that you want to create a metadata bookmark for.

2.

Copy the URL in the location bar of the browser.

You can then paste the bookmark into an email or a document and distribute the email or document to other
users.

Opening a Metadata Bookmark

Open a metadata bookmark to access an object in the Analyst tool.
1.

Click an active link for a metadata bookmark or copy and paste the link into the location bar in a browser.
If you are not already logged in, the Analyst tool displays the login page.

2.

Log in to the Analyst tool.

The Analyst tool displays the object in a tab.

Metadata Bookmarks

13

Tags
A tag is metadata that defines an object in the Model repository based on business usage. Create tags to group
objects according to their business usage.
After you create a tag, you can associate the tag with one or more objects. You can remove the association
between a tag and an object. You can use a tag to search for objects associated with the tag in the Model
repository. The Analyst tool displays a glossary of all tags. You can delete redundant tags.
For example, an analyst creates a tag named XYZCorp_CustomerOrders and applies it to tables that contain
information for the customers orders from the XYZ Corporation. The analyst can search by the
XYZ_CustomerOrders tag to identify the tables associated with the tag.
Note: Tags associated with an object in the Analyst tool appear as tags for the same objects in the Developer tool.

Creating and Assigning a Tag

Create a tag to add metadata that defines an object based on business usage. Assign the tag to an object to
associate the object with this metadata definition.
1.

Click Actions > Show Tags.

2.

On the Tags panel, click New.

3.

Enter a name and an optional descripton.

The Analyst tool adds the tag to the glossary.

4.

To assign a tag to an object, select an object in the Navigator and select the tag and click Assign.

Viewing Tags
The Analyst tool displays a glossary of tags. You can view all tags or only those tags that are assigned to objects.
Perform the following actions to view tags:

14

Task

Action

Display tags.

Click Actions > Show Tags.The Analyst tool displays a

glossary of tags on the Tags panel.

View tags in the glossary by a group.

Select the groups of letters, #, or the Other group.

View tags that are assigned to objects.

Select Applied Tags from the top drop down menu.

View all tags.

Select All Tags from the top drop down menu.

View the description of a tag.

Select a tag and view the description in the bottom panel.

Hide tags.

Click Actions > Hide Tags.

Chapter 2: Projects

Search
You can search for objects and folders in the Analyst tool. Search folders to find objects for a particular task such
as profiling data or creating business rules.
You can search for data objects, object types, and folders by name in the Analyst tool. You cannot search for
projects by name.
The Model Repository Service uses a search engine to index the metadata in the Model repository. To correctly
index the metadata, the search engine uses a search analyzer appropriate for the language of the metadata that
you are indexing. The Analyst tool uses the search engine to perform searches on objects in the Model repository.
You can search for objects in the Model repository by object name or by a tag. If you have Metadata Manager, you
can search for objects in the Metadata Manager repository by object name or by a Metadata Manager business
term. You can select a Metadata Manager object from the search results and import it into the Analyst tool.
You can create a search query and filter the search results. You can view search results and select an object from
the search results and view its contents in another tab.
You can search in different languages. To search in a different language, an administrator must change the search
analyzer and configure the Model repository to use the search analyzer. You can change the search analyzer in
the Model Repository Service. After you change the search analyzer, you must restart the Model Repository
Service and re-index the search index. For more information about changing the search analyzer, see the
Informatica Administrator Guide.

Search Syntax
Use search syntax to create a search query and filter search results.
The following table describes the search syntax you can use in a search:
Search Syntax

Description

Keywords

Use an exact keyword match in the search.

Cases

Use upper case and lower case text in the search.

Wildcards

Use wildcard characters in the search.

Logical Operators

Use logical operators in the search.

Keyword Matches
Use a keyword match to search for folders and objects that match the keyword.
Enclose a search query in quotation marks (" ") to search for an exact keyword match. The Analyst tool returns
objects with the name that matches the keyword exactly.
Note: You cannot use wildcards or special characters in a search.

Search

15

Wildcards
Use wildcards to define one or more characters in a search. Use wildcards as a prefix, suffix, or infix in a search.
The following table describes the wildcards you can use in a search:
Wildcard

Description

Represents characters. For example when you search for

customer*, the Analyst tool can return customer,
customer_name, and CustomerID.

Represents a single character. For example when you search

for Customer?, the Analyst tool can return Customer1,
Customer2, and CustomerA.

Operators
Use boolean search operators to logically combine search terms. All boolean operators must be upper case.
The following table describes the search operators you can use in a search:
Operator

Description

AND

Includes both search terms. For example, sales data AND

data sales.

OR

Includes either one of the search terms. For example, sales

data OR sales.

NOT

Excludes a search term. For example, sales data NOT data

sales. The NOT operator requires two operands.

Search Filters
Apply a filter to the search query to refine search results based on an object name, tag, or a Metadata Manager
business term.
When you select a filter and apply it to a search query, the Analyst tool returns search results based on the filter.
You can perform an advanced search to further refine the search results.
When you search for objects by name or by a tag, the Analyst tool returns search results for objects in the Model
repository. You can perform an advanced search to search by object name, tag, or object type.
When you search for objects by a Metadata Manager business term, the Analyst tool returns search results for
objects associated with the business term in the Metadata Manager repository. You can select a Metadata
Manager object from the search results and import the object into the Analyst tool. You can perform an advanced
search to search by object name, business term, or object type. You must have Metadata Manager to search for
objects by a Metadata Manager business term.
Note: If the tag name is the same as a business term name, the Analyst tool returns search results for objects
associated with the tag and the business term from the Model repository and the Metadata Manager repository.

16

Chapter 2: Projects

The following table describes the search filters that you can use to perform a search:
Search Filter

Description

Search by Name

Search for objects by name.

Search by Tag / Business Term

Search for objects associated with a tag in the Model

repository or objects associated with a business term in the
Metadata Manager repository.

Advanced Search

Search for objects in the Model repository by object name,

tag, or object type. Search for objects in the Metadata
Manager repository by object name, business term, or object
type.

Search Results
View search results to get specific objects or folders in the Analyst tool or objects in the Metadata Manager
repository. You can import the Metadata Manager objects in the search results as data objects in the Analyst tool.
After you perform a search, the Analyst tool displays the search results on the Search Results tab. The Analyst
tool displays objects that appear in the Model repository on the Projects tab. The Analyst tool displays objects
that appear in the Metadata Manager repository on the External Tables tab. If you do not have Metadata
Manager, the Analyst tool does not display any Metadata Manager objects.
Select an object from the search results to view the object properties. You can perform an advanced search to
further refine the search results.

Performing a Search
Perform a search to search for folders in the Analyst tool or objects in the Model repository and Metadata Manager
repository.
1.

In the Search header box, enter a keyword search or select a search filter.
The Analyst tool returns the results of the search in the Search Results tab.

2.

To perform an advanced search, select the Projects tab or the External Tables tab.

3.

In the Advanced Search panel, select a filter and select the object types.

Importing Metadata Manager Tables

After you search for Metadata Manager objects by a business term, you can import the objects into the Model
repository.
Before you perfom this task, verify the following prerequisite:
License to access Metadata Manager.
Perform a search by business term.

1.

On the Search Results tab, select the External Tables tab.

2.

Select a Metadata Manager table.

3.

Right-click the table and select Add Import.

The New Tables window appears. Follow the steps to import the Metadata Manager table into the Analyst
tool.

Search

17

Searching Objects Example

An analyst wants to search for customer financial data related to bank transactions across tables in the Model
repository and the Metadata Manager Repository. The analyst uses the business term "finance" to search for
tables that contain customer financial data. The analyst performs an advanced search to filter search results to
display tables in the Metadata Manager repository associated with the business term finance.
1.

In the Search box, select the Search by Tag / Business Term filter.

2.

Enter the business term named "finance".

3.

Select the External Tables tab.

4.

In the Advanced Search panel, select Tables as the object type.

Security
Manage permissions on projects in the Analyst tool to control access to projects. You can add users to a project
and assign permissions for users on a project.
Even if a user has the privilege to perform certain actions, the user may also require permission to perform the
action on a particular object.
When you create a project, you are the owner of the project by default. The owner has all permissions, which you
cannot change. The owner can assign permissions to users.
The following table describes the permissions you can assign for users on a project.
Permission

Grants users the ability to

Read

Read on project, view projects and objects in projects.

Write

Modify projects, create, edit, and delete objects in projects.

Grant

Grants users the ability to manage the read, write, and grant permissions on a project.

Assigning Permissions on a Project

You can add users to a project and assign permissions on a project to restrict, provide access, or manage the
objects within the project.
1.

In the Navigator, select a project, and click the Security tab.

2.

In the Project-Level Permissions View on the Contents panel, Actions > Edit Permissions.
The Edit Permissions dialog box appears.

3.

Select users, groups, or both from the Users and groups panel.

4.

Optionally, Click Add Users and Groups icon to add users and groups to the project.
The Add Groups and Users dialog box appears.

5.

To filter the list of users and groups, enter a name or string.

Optionally, use the wildcard characters in the filter.

6.

18

Select Native and click the filter icon to show users and groups in the native security domain. Select All to
show all users and groups.

Chapter 2: Projects

7.

To filter by users or groups, select either User or Group and click the filter icon.

8.

Select users, groups, or both that need to have access to the project.

9.

Click Next.

10.

Select or clear the Read, Write, and Grant permissions in the Permissions panel.

11.

Click Save and then click OK.

Rules and Guidelines for Security

Rules and guidelines for managing security.
Use the following rules and guidelines to manage security:
A user can have the privilege to create a project but can view only those projects on which the user is assigned

permissions.
A user with the privilege to create a project but not the permission to view a project can create a project with a

name that already exists. The Analyst tool displays a message stating that the project already exists.
When you assign the permission to view a project to a user, the user needs to refresh the Navigator to view the

project. An administrator can view all projects.

A user with an active Analyst tool browser session can continue to browse projects after the Read and Write

permissions for the user on the project are removed in the Developer tool.
An unauthorized user can bypass Analyst tool security by copying the Analyst tool URL from the Administrator

tool to gain full access to the Analyst tool.

Job Status
You can monitor the status of Analyst tool jobs for objects such as profiles, scorecards, reference tables, and
mapping specifications. You can monitor data preview for all objects and monitor drill down operations on profiles.
You can monitor the status of each Analyst tool job on the Job Status tab. After you select a job, you can view
error or information messages and the general properties for the job on the bottom panel.
You can perform the following tasks to monitor jobs:
Search for a job. Enter a job property as a search filter to search for a job.
Clear search filters for a job.
Refresh a job.
Abort a job.
View Analyst tool logs events for a job.
View the context of a job. View other jobs that started around the same time as the selected job.
Get notifications for new jobs.

Job Status

19

The following table descibes the job status properties:

Property

Description

Job ID

Identifier for the job.

Name

Name of the job.

Type

Job type. The Analyst tool displays the following job types:
- Profile
- Scorecard
- Preview
- Mapping
- Reference Table process
- Custom
Select Custom to filter by multiple types.

State

State of the job. The Analyst tool displays the following job states:
- Running
- Completed
- Failed
- Abborted
- Unknown
- Custom
Select Custom to filter by multiple states.

Started By

Name of the user who starts the job.

Start Time

Start time of the job. The Analyst tool displays the following start times:
- Last 30 minutes
- Last 4 hours
- Last 1 day
- Last 1 week
- Custom
Select Custom to enter a date and time range.

Elapsed Time

Time the Analyst tool runs the job before it completes. The Analyst tool displays the following option for
elapsed time:
- Custom
Select Custom to enter a date and time range.

End Time

Time when the job ends.The Analyst tool displays the following options for end time:
- Last 30 minutes
- Last 4 hours
- Last 1 day
- Last 1 week
- Custom
Select Custom to enter a date and time range.

User Security
Domain

Security domain for the user name. Security domain can be Native or LDAP.

Monitoring Job Status

Use the Actions menu or the icons on the Job Status tab to monitor Analyst tool jobs.

20

Chapter 2: Projects

1.

On the Analyst tool header, click Manage > Monitor Job Status.
The Analyst tool opens monitoring in the Job Status tab.

2.

To search for a job, enter a job status property in the search fields.

3.

To view other jobs that started around the same time as the selected job, click Actions > View Context.
The Analyst tool displays nformation about the jobs in the Working view.

4.

To refresh the job status, click Actions > Refresh.

5.

To clear search filters, click Actions > Clear Search Filters.

6.

To abort a job, select a job and click Actions > Abort Selected Job.

7.

To view log events for a job in a text file, select the job and click Actions > View Logs for Selected Object.

8.

To get the status of new jobs without having to refresh, select New Job Notifications.

Metadata Manager Business Terms

You can access Metadata Manager and the Metadata Manager Business Glossary from the Analyst tool. You can
browse the Metadata Manager business glossary to view the business terms in a business glossary or view
business terms grouped by category. You can edit Metadata Manager business terms.
You can search for Metadata Manager objects in the Metadata Manager repository by a Metadata Manager
business term. You can select Metadata Manager objects from the search results and import these as data objects
in the Analyst tool.
You can perform Metadata Manager tasks based on the license for Metadata Manager. You cannot add a
Metadata Manager business term to the Metadata Manager business glossary.

Managing Business Terms

You can access the Metadata Manager Business Glossary from the Analyst tool to manage Metadata Manager
business terms.
1.

On the Analyst tool header, click Manage > Manage Terms.

Metadata Manager and the Metadata Manager Business Glossary open in another tab. Metadata Manager
business terms appear on the Glossary view in Metadata Manager.

2.

To choose a business glossary, select a glossary from the Show list.

3.

To view business terms grouped by a category, click Actions > View > Categories.

4.

To view all business terms in a business glossary in alphabetic order, click Actions > View > Alphabet.

5.

To view all business terms that start with a specific letter, click the letter.

6.

To edit a business term, select the business term and click Actions > Edit Properties.

Metadata Manager Business Terms

21

CHAPTER 3

Data Objects
This chapter includes the following topics:
Data Objects Overview, 22
Flat Files, 23
Tables, 28
Viewing Data Objects, 30
Editing Data Objects, 31

Data Objects Overview

Data objects represent the metadata sources from which you want to extract metadata to analyze in an Analyst
tool project. You can import data objects such as tables and flat files to analyze the structure of the data in a
project.
Data objects appear when you select the project or folder that contains the object in the Analyst tool. Any table or
flat file that you add to a project in the Analyst tool also appears in the Developer tool. A table appears under the
name of the connection for the table. A flat file appears with the file object name.
Logical data objects created in Data Object Models in the Developer tool appear as logical data objects in projects
shared by the developer in the Analyst tool. These appear as Logical Data Objects in the Analyst tool. You cannot
rename, move, or delete logical data objects. You can view logical data objects and create profiles and scorecards
for logical data objects.
SAP and mainframe data objects imported in the Developer tool appear as SAP and mainframe tables in projects
shared by the developer in the Analyst tool. You can view SAP and mainframe tables and create profiles and
scorecards for these tables.
A developer can add parameters to relational table or flat file data objects in the Developer tool. You can view the
parameterized data objects in the Analyst tool after the developer shares these data objects with the Analyst tool.
You can preview data in the parameterized data objects and profile data for these objects.
Use table and flat file objects to profile source data and perform data analysis tasks. You can add data objects by
importing them into the Analyst tool. You can store data objects in projects and folders in the Navigator.
Before you can import a data object you must access the metadata source to extract the metadata that you
analyze in the data object. The Analyst tool requires a connection to the source relational table to extract metadata
for the table data object. The Analyst tool requires the network path or browse location to locate the source flat file
to extract metadata for the flat file data object.

22

After you add tables and files, you can create a profile for the source data that the tables and files represent.
When you run the profile, the Analyst tool connects to the database table or flat file.
You can perform the following tasks on data objects :
Add data objects. Add tables and flat files by importing tables and flat files into projects and folders in the

Navigator.
View data objects. View object properties and column metadata for tables, flat files, and logical data objects.
Duplicate data objects. Duplicate tables and flat files to use them for different tasks.
Rename data objects. Rename tables and flat files according to their business usage and naming convention.
Move data objects. Move tables and flat files in a project or folders in a project.
Delete data objects. Delete tables and flat files when they become redundant.

Note: If you delete a data object that other object types reference, the Analyst tool displays a message that
lists the object types being referenced. Determine the impact of deleting the data object before you choose to
delete it.
Edit data objects. Edit tables and flat files to change the name or description while viewing tables and flat files.

Flat Files
A flat file data object contains the metadata for a flat file in the Analyst tool. Use flat files to profile source data.
When you add a flat file, the Analyst tool connects to the network path location or the location where you upload
the source flat file to extract metadata.
You can add flat files in the Analyst tool by importing the flat files into projects or folders. Before you import a flat
file, you can choose to browse a file from your local machine. The Analyst tool uploads a copy of the flat file to a
directory in the Informatica Services installation directory that the Analyst tool can access. Or, you can point the
Analyst tool to a network location. The Analyst tool uses the location you specify to access the source flat file.
You can specify the directory where you upload flat files in the flat file cache when you configure the Analyst
Service in the Administrator tool. For more information about specifying the flat file cache, see the Informatica
Administrator Guide.
You can import parameterized flat files into the Analyst tool. A developer can add parameters to flat files in the
Developer tool, or to flat files in the Analyst tool that are shared with the Developer tool. The developer cannot add
parameters to uploaded flat files.
Use the Add Flat File Wizard to import flat files into the Analyst tool. To add a flat file in the Analyst tool, select
the flat file, configure the file options, and configure the column data types. After you add the flat file, you can
preview the flat file properties and column metadata in the flat file.

Flat File Options

When you import a flat file, you can configure the flat file options for each column in Add Flat File wizard. The
options that you configure determine how the wizard reads the data from the source flat file.

Flat Files

23

The following table describes the flat file options that you configure the in the Add Flat File wizard:
Options

Description

Delimiters

Character used to separate columns of data. Use the Other

field to enter a different delimiter. Delimiters must be printable
characters and must be different from the escape character
and the quote character if selected. You cannot select nonprinting multibyte characters as delimiters.

Text Qualifier

Quote character that defines the boundaries of text strings.

Choose No Quote, Single Quote, or Double Quotes. If you
select a quote character, the wizard ignores delimiters within
pairs of quotes.

Column Names

Option to import column names from the first line. Select this
option if column names appear in the first row. The wizard
uses data in the first row in the preview for column names. If
the first row contains numeric characters, the wizard uses
COLUMNx as the default column name. If the first row
contains special characters, the wizard converts the special
characters to underscore and uses the valid characters in the
column name. The wizard skips the following special
characters in a column name: ".+-=~`!%^&*()[]{}'\";:?,< >\\|\t\r
\n. Default is not enabled.

Values

Option to start value import from a line. Indicates the row

number in the preview at which the wizard starts reading
when it imports the file.

Flat File Datatypes

When you import a flat file, you can configure the datatypes for the data in each column in the Add Flat File
wizard. The datatypes you configure determine how the wizard imports the data from the source flat file.
You can configure the following data types for the data in each column in the Add Flat File wizard:
bigint. You can specify the format in the Numeric Format window. You can use the default or specify another

numeric format and choose to make this the default numeric format.
datetime. You can specify the format in the Datetime Format window. You can use the default or specify

another datetime format and choose to make this the default datetime format.
double. You can specify the format in the Numeric Format window. You can use the default or specify another

numeric format and choose to make this the default numeric format.
int. You can specify the format in the Numeric Format window. You can use the default or specify another

numeric format and choose to make this the default numeric format.
nstring. You cannot specify a format.
number. You can specify the format in the Numeric Format window. You can use the default or specify

another numeric format and choose to make this the default numeric format.
string. You cannot specify a format.

Datetime Datatypes
When you import a flat file, you can configure the datatypes for file columns in the Add Flat File wizard. When you
configure the datetime dataype, you can specify the format in the Datetime Format window. You can use the
default or specify another datetime format and choose to make this the default datetime format.

24

Chapter 3: Data Objects

The following table describes the datetime format strings to specify as part of the date:
Format String

Description

AM, a.m., PM, p.m.

Meridian indicator. Use any of these format strings to specify

AM and PM hours. AM and PM return the same values as do
a.m. and p.m.

DAY

Name of day, including up to nine characters (for example,

Wednesday). The DAY format string is not case sensitive.

DD

Day of month (1-31).

DDD

Day of year (001-366, including leap years).

DY

Abbreviated three-character name for a day (for example,

Wed). The DY format string is not case sensitive.

HH, HH12

Hour of day (1-12).

HH24

Hour of day (0-23), where 0 is 12AM (midnight).

Modified Julian Day.

MI

Minutes (0-59).

MM

Month (01-12).

MONTH

Name of month, including up to nine characters (for example,

August). Case does not matter.

MON

Abbreviated three-character name for a month (for example,

Aug). Case does not matter.

MS

Milliseconds (0-999).

NS

Nanoseconds (0-999999999).

RR

Four-digit year (for example, 1998, 2034). Use when source

strings include two-digit years.

SS

Seconds (0-59).

SSSSS

Seconds since midnight.

US

Microseconds (0-999999).

The current year with the last digit of the year replaced with
the string value.

YY

The current year with the last two digits of the year replaced
with the string value.

Flat Files

25

Format String

Description

YYY

The current year with the last three digits of the year replaced
with the string value.

YYYY

Four digits of a year. Do not use this format string if you are
passing two-digit years. Use the RR or YY format string
instead.

Adding a Delimited Flat File

When you import a delimited flat file to a project or folder, you can configure the delimited format properties, such
as code page and delimiters. You can change column attributes to match the data preview.
1.

In the Navigator, select the project or folder that you want to add the flat file to.

2.

Click Actions > New > Flat File.

The Add Flat File wizard appears.

3.

Specify a location to import the flat file.

Select Browse and Upload and click Browse to select the flat file and click Upload to upload it to the

machine on which Informatica Analyst runs.

Select Enter a Network Path and configure the path and file name of the file.

4.

Click Next.
If you chose to upload the file, Informatica Analyst uploads the flat file to an Informatica Services installation
directory that Informatica Analyst can access. The Choose type of import panel displays Delimited and
Fixed-width options. The default option is Delimited.

5.

Configure the flat file options, and preview the flat file data.
Note: Select a code page that matches the code page of the data in the file.

6.

Optionally, click Show to preview changes to the flat file data.

7.

Click Next.

8.

Optionally, change the Column Attribute to a column name that describes the data in the source column.

9.

Click Next.

10.

Configure the name, description, and the location in the Folders panel where you want to add the flat file.
The Flat Files panel displays the flat files that exist in a folder.

11.

Click Finish.
The Analyst tool adds the flat file to the project or folder in the Navigator.

Adding a Fixed-width Flat File

When you import a fixed-width flat file to a project or folder, you can configure the fixed-width properties such as
code page and column breaks.
1.

In the Navigator, select the project or folder that you want to add the flat file to.

2.

Click Actions > New > Flat File.

The Add Flat File wizard appears.

3.

26

Specify a location to import the flat file.

Chapter 3: Data Objects

 Select Browse and Upload and click Browse to select the flat file and click Upload to upload it to the

machine on which Informatica Analyst runs.

Select Enter a Network Path and configure the path and file name of the file.

4.

Click Next.
If you chose to upload the file, Informatica Analyst uploads the flat file to an Informatica Services installation
directory that Informatica Analyst can access. The Choose type of import panel displays Delimited and
Fixed-width options. The default option is Delimited.

5.

Select Fixed-width.

6.

Click Next.
The fixed-width properties page appears.

7.

Configure the flat file properties.

8.

Optionally, click Show to preview changes to the flat file data.

9.

To set a column break, click within the Preview panel. To remove a column break, double-click the column
break. To move column breaks, drag them.
Optionally, click Edit Breaks and use the Edit Breaks dialog box to manage column breaks.

10.

Click Next.

11.

Optionally, change the Column Attribute to a column name that describes the data in the source column.

12.

Click Next.

13.

Configure the name, description, and the location in the Folders panel where you want to add the flat file.
The Flat Files panel displays the flat files that exist in a folder.

14.

Click Finish.
The Analyst tool adds the flat file to the project or folder in the Navigator.

Rules and Guidelines for Flat Files

Use the following rules and guidelines while working with flat files:
Upload small files. Use the option to upload small files to an Informatica Services installation directory on the

machine where the Analyst tool runs. The Analyst tool accesses this location to extract flat file metadata that
does not change frequently. When you use small files of sizes up to 10MB, the Analyst tool accesses a copy of
the file in the Informatica Services installation directory. If you modify the original file, you need to upload the
file again.
Upload large files. Use the option to enable the Analyst tool to connect to a network path location for large

files. The Analyst tool accesses this location to extract flat file metadata that changes frequently. The network
path location should be a shared directory or file system that the Analyst tool can access. When you use large
file sizes greater than 10MB, the Analyst tool can connect to the flat file in the network path. If you modify the
original flat file, you must refresh the flat file in the Analyst tool. Refreshing metadata for a large flat file can
take time.
Blank data rows. The Analyst tool does not import the blank rows above the first data row, blank middle rows,

and blank rows after the last data row when importing a flat file.
Previewing data. After a preview, you can change the row number at which the Add Flat File wizard starts

reading when it imports the file. This row number corresponds with the preview. If you choose to import column
names from the first line, refresh the preview to update the row numbers for the preview data.

Flat Files

27

Tables
A table object contains the metadata for a relational database source in the Analyst tool. Use tables to profile
source data. When you add a table, the Analyst tool uses a database connection to connect to the source
database to extract metadata.
You can add tables in the Analyst tool by importing the tables into projects or folders. Before you import a table,
you select or create a database connection, and select the database table that you want to add. You can add
multiple tables from a connection as data objects.
Use the Add Table Wizard to add a table to the project or folder.
You can use the database connection that the staging database uses to select a table. You can create another
database connection to connect to the source table when you import a table. An administrator creates the
connection to the staging database that stores bad record or duplicate record tables for the Analyst tool before
configuring the Analyst Service. For more information about configuring the staging database, see the Informatica
Administrator Guide.

Database Connection Properties

You can use the database connection that the staging database uses to select a table. When you import a table,
you can create another database connection to connect to the source relational table. You can delete redundant
database connections.
The following table describes the database connection options that you can configure for a database connection:
Option

Description

Name

Name of the connection. The name is not case sensitive and must be unique within the domain. It cannot
exceed 128 characters, contain spaces, or contain the following special characters:
~ ` ! $ % ^ & * ( ) - + = { [ } ] | \ : ; " ' < , > . ? /

ID

String that the Data Integration Service uses to identify the connection. The ID is not case sensitive. It
must be 255 characters or less and must be unique in the domain. You cannot change this property after
you create the connection. Default value is the connection name.

Description

Description of the connection.

Database Type

Type of relational database. You can select an Oracle, Microsoft SQL Server, or IBM DB2 database.

User Name

User name used for authentication when you connect to the relational database.

Password

Password for the database user name.

Data Access
Connect String

Connection string used to access data from the database.

IBM DB2: <database name>
Microsoft SQL Server: <server name>@<database name>
ODBC: <data source name>
Oracle: <database name listed in TNSNAMES entry>

Metadata Access
Connect String

JDBC connection URL used to access metadata from the database.

IBM DB2: jdbc:informatica:db2://<host name>:<port>;DatabaseName=<database name>
ODBC: n/a
Oracle: jdbc:informatica:oracle://<host_name>:<port>;SID=<database name>

28

Chapter 3: Data Objects

Option

Description
Microsoft SQL Server: jdbc:informatica:sqlserver://<host name>:<port>;DatabaseName=<database name>

Code Page

Code page use to read from a source database or write to a target database or file.

Deleting a Database Connection

Delete database connections that become redundant. You must have the Write permission on the database
connection to delete the connection.
1.

In the Informatica Analyst header, click Manage > Connections.

The Manage Connections dialog box appears.

2.

Select the connection and click Delete.

3.

Click Close.

Adding a Table
Use the Add Tables Wizard to add a table to a project. Add the tables that you want to profile data for. To add a
table, select or create a connection, select the schema and tables, and add the table.
1.

In the Navigator, select the project or folder that you want to add the table to.

2.

Click Actions > New > Table.

The Add Tables wizard appears.

3.

Select a connection.

4.

Optionally, click New Connection to create and configure a connection.

In the New Connection window, optionally grant users the Execute permission on the connection. The
Execute permission enables users to preview data in profiles and scorecards and run profiles and scorecards
created with the connection. Click OK.

5.

Click Next.

6.

Optionally, unselect Show Default Schema Only to show all schemas associated with the selected
connection.

7.

Select the table that you want to add or enter a table name in the search box and click Go to search by table
name. Click Clear to remove the search results and display all tables.

8.

Optionally, click the Properties View to view the properties and column metadata for the table. Or, click the
the Data Preview View to view the columns and data for the table.

9.

Click Next.
The wizard displays the table to add to your folder or project.

10.

Click Finish.

Tables

29

Rules and Guidelines for Tables

Rules and guidelines for working with table data objects.
Use the following rules and guidelines while working with tables:
The Analyst tool displays the first 100 rows by default when you preview the data for a table. The Analyst tool

may not display all the data columns in a wide table.

The Analyst tool can import wide tables with more than 30 columns for profiling data. When you import a wide

table, the Analyst tool does not display all the columns in the data preview. The Analyst tool displays the first
30 columns in the data preview. However, you can include all the columns in the wide tables and flat files for
profiling.
You can import tables and columns with lowercase and mixed-case characters.
You can import tables that have special characters in the table or column name. When you import a table that

has special characters in the table or column name, the Analyst tool converts the special character to an
underscore character in the table or column name. You can use the following special characters in table or
column names:
" $ . + - = ~ ` ! % ^ & * ( ) [ ] { } ' \ " ; : / ? , < > \ \ | \ t \ r \ n
You can import tables and columns with Microsoft SQL92 or Microsoft SQL99 reserved words such as "concat"

into the Analyst tool.

You can use an ODBC connection to import Micorsoft SQL Server, MySQL, Teradata, and Sybase tables in the

Analyst tool. The OBDC connection requires a user name and password.
When you use a Microsoft SQL Server connection to access tables in a Microsoft SQL Server database, the

Analyst tool does not display the synonyms for the tables.
When you preview relational table data from an Oracle, IBM DB2, IBM DB2/ zOS, IBM DB2/iOS, Microsoft SQL

Server, and ODBC database, the Analyst tool cannot display the preview if the table, view, schema, synonym,
and column names contain mixed case or lower case characters. To preview data in tables that reside in case
sensitive databases, set the Support Mixed Case Identifiers attribute to true in the connections for Oracle, IBM
DB2, IBM DB2/zOS, IBM DB2/iOS, Microsoft SQL Server, and ODBC databases in the Developer tool or
Administrator tool.
You can view comments for the source database table after you import the table into the Analyst tool. To view

source table comments, use an additional parameter in the JDBC connection URL used to access metadata
from the database. In the Metadata Access String option in the database connection properties, use
CatalogOptions=1 or CatalogOptions=3. For example, use the following JDBC connection URL for an Oracle
database connection: Oracle: jdbc:informatica:oracle:// <host_name>:<port>;SID=<database
name>;CatalogOptions=1

Viewing Data Objects

View data objects to preview data object properties and column metadata.
1.

In the Navigator, select the project or folder that contains the table or file data object.

2.

Click Actions > Open to open the data object.

The data object appears in a new tab. The Analyst tool retrieves the first 100 rows for the data object and
displays it on the Data Preview view.

3.

30

Optionally, select Columns and select a column to include in the preview. Default includes all columns for
preview.

Chapter 3: Data Objects

If you choose not to include a column, the Analyst tool refreshes the preview and does not include the column
in the preview.
4.

Optionally, click the Properties view to view the table and file properties in the Properties panel.
The Analyst tool displays the table name, description, location, connection name, and database schema name
for the table data object. The Analyst tool displays the file name, location, upload file path, or network path for
the flat file data object.

5.

Optionally, view the column metadata for each column in the Columns panel.
You can view column name and datatype for each column in the table or flat file. You can view if the column is
nullable and the key for each column in the table. Nullable and key properties are relational database
properties.

6.

Optionally, click the Refresh button to refresh the metadata for the data object.

Editing Data Objects

You can edit the name and description properties of tables and flat files while viewing the tables and flat files.
1.

In the Navigator, select the project or folder that contains the table of flat file data object you want to edit.

2.

Click Actions > Open to open the data object.

The data object opens in a new tab.

3.

Click the Properties view to view the table or flat file properties in the Properties panel.

4.

Click Actions > Edit to edit the data object.

The Edit window appears.

5.

Enter a name and an optional description.

6.

Click OK.

Editing Data Objects

31

CHAPTER 4

Exception Record Management

This chapter includes the following topics:
Exception Record Management Overview, 32
Exception Management Operations, 34

Exception Record Management Overview

An exception is a record that contains unresolved data quality issues. The record may contain errors, or it may be
an unintended duplicate of another record. You can use the Analyst tool to review and edit exception records that
are identified by a mapping that contains an Exception transformation.
You can review and edit the output from an Exception transformation in the Analyst tool or in the Informatica Data
Director for Data Quality web application. You use Informatica Data Director for Data Quality when you are
assigned a task as part of a workflow.
You can use the Analyst tool to review the following exception types:
Bad records
Edit records, delete records, tag them to be reprocessed by a mapping, or profile them to analyze the quality
of changes made to the records.
Duplicate records
Consolidate clusters of similar records to a single master record. You can consolidate or remove duplicate
records, extract records to form new clusters, and profile duplicate records.
You can open an exception table from the Model repository our you can import an exception table. If the Exception
transformation writes exception data to a data object in the Model repository, you can open the database table
directly from the repository in the Analyst tool. If the Exception transformation writes exception data to a database
table that is not defined in the Model repository, you use the Analyst tool to import the table to the staging
database.
You cannot use the Analyst tool to manage exceptions in file data.

Exception Management Process Flow

The Exception transformation analyzes the output of other data quality transformations and creates tables that
contain records with different levels of data quality.
After the Exception transformation creates an exception table, you can use the Analyst tool or Informatica Data
Director for Data Quality to review and update the records in the table.

32

You can configure data quality transformations in a single mapping, or you can create mappings for different
stages in the process.
Use the Developer tool to perform the following tasks:
Create a mapping that generates score values for data quality issues
Use a Match transformation in cluster mode to generate score values for duplicate record exceptions.
Use a transformation that writes a business rule to generate score values for records that contain errors. For
example, you can define an IF/THEN rule in a Decision transformation. Use the rule to evaluate the output of
other data quality transformations.
Use an Exception transformation to analyze the record scores
Configure the Exception transformation to read the output of other transformations or to read a data object
from another mapping. Configure the transformation to write records to database tables based on score
values in the records.
Configure target data objects for good records or automatic consolidation records
Connect the Exception transformation output ports to the target data objects in the mapping.
Create the target data object for bad or duplicate records
Use the Generate bad records table or Generate duplicate record table option to create the database
object and add it to the mapping canvas. The Developer tool auto-connects the bad or duplicate record ports
to the data object.
Run the mapping
Run the mapping to process exceptions.
Use the Analyst tool or Informatica Data Director for Data Quality to perform the following tasks:
Review the exception table data
You can use the Analyst tool or Informatica Data Director for Data Quality to review the bad or duplicate
record tables.
Use the Analyst tool to open a table from the Model repository and work on the records.
Use Informatica Data Director for Data Quality if you are assigned a task to review or correct exceptions as
part of a Human task.
Note: The exception tables include a workflow ID port that identifies the records in a Human task. The Analyst
tool does not display this port.

Reserved Column Names

When you create a bad record or consolidation table, the Analyst tool generates columns for use in its internal
tables. Do not import tables that use these names. If an imported table contains a column with the same name as
one of the generated columns, the Analyst tool will not process it.
Reserve the following column names for bad record or consolidation tables:
checkStatus
rowIdentifier
acceptChanges
recordGroup
masterRecord
matchScore

Exception Record Management Overview

33

 any name beginning with DQA_

Exception Management Operations

You can perform one or more of the following operations in the Analyst tool:
Import database tables
Configure a connection to a database and import the bad record or duplicate tables. If you ran a mapping with
an Exception transformation that created bad record or duplicate tables, you do not need to import the tables.
Manage bad records
Identify problem records and fix data quality issues.
Consolidate duplicate records
Merge groups of duplicate records into a single record.
View the audit trail
Review the changes made in the bad or duplicate record tables before writing the changes to the source
database.

Importing a Database for Exception Management

Complete these steps to import a table that contains bad or duplicate records to the staging database:
1.

Log in to the Analyst tool.

2.

Select Actions > New Data Quality Table.

The Import DQA Table wizard opens.

3.

Specify the type of data in the tables: bad records or duplicate records.

4.

Select or create a database connection.

5.

Select a table from the tables available on the connection.

6.

Click Finish.

If you create a database connection in the Import DQA Table wizard, provide the following information:
A name for the connection.
A text description of the database connection. (Optional)
The database type.
A valid username and password to connect to the database.
A connection string for data access.
A connection string for metadata access.
The codepage for the data.
Execute permissions on the connection. Select Grant or Deny.

34

Chapter 4: Exception Record Management

Viewing and Editing Bad Records

Complete these steps to view and edit bad records:
1.

Log in to the Analyst tool.

2.

Select a project.

3.

Select a bad records table.

4.

Optionally, use the Quality Issue menu to filter the table records.

5.

Optionally, use the Column menu to filter results by column.

You cannot select a Column until you select a Quality Issue.

6.

Optionally, filter the results by value.

Use the Filter option to display records that contain the value you specify in a column you select. Leave the
filter string blank to search for NULL values.

7.

Click Go to view the records matching the filter criteria.

Press the Tab key to move from one record to the record below it.

8.

Select the option at the end of the row to save changes. To discard changes, click the delete button at the
end of the record row.

Saving changes to a record is the first step in processing the record in the Analyst tool. After you save changes to
a record, you must update the record status to accepted, reprocess, or rejected.

Updating Bad Record Status

For each record that does not require further editing, perform one of the following actions:
Select one or more records by clicking the check box next to each record. Select all the records in the table by
clicking the check box at the top of the first column.
Note: The Analyst tool does not display records that you have taken action on.

Click Accept.
Indicates that the record is acceptable for use.

Click Reject.
Indicates that the record is not acceptable for use.

Click Reprocess.
Selects the record for reprocessing by a data quality mapping. Select this option when you are unsure if the
record is valid. Rerun the mapping with an updated business rule to recheck the record.

Viewing and Filtering Duplicate Record Clusters

Complete these steps to view and filter duplicate clusters:
1.

Select a staging database table from the Table drop-down menu.

2.

Click Go to view the clusters in the selected table.

3.

The Record Consolidation tab returns a numbered list, with each cluster represented by a number in the list.
Click a cluster number to open the page for that cluster.

4.

On the Duplicate Records tab, click Filter to search the clusters returned for records that contain a given
value.

5.

Select a column and enter a filter string. Leave the filter string blank to search for NULL values.

Exception Management Operations

35

6.

Click OK.
The Analyst tool returns a list of clusters where at least one record contains the specified data value.

Editing Duplicate Record Clusters

Edit clusters to change how the Analyst tool consolidates potential duplicate records.
You can edit clusters in the following ways:
To remove a record from a cluster:
Clear the selection in the Cluster column to remove the record from the cluster. When you delete a record
from a cluster, the record assumes a unique cluster ID.
To create a new cluster from records in the current cluster:
Select a subset of records and click the Extract Cluster button. This action creates a new cluster ID for the
selected records.
To edit the record:
Select a record field to edit the data in that field.
To select the fields that populate the master record:
Click the selection arrow in a field to add its value to the corresponding field in the Final Record row. An
arrow indicates that the field provides data for the master record.
To specify a master record:
Click a cell in the Master column for a row to select that row as the master record.

Consolidating Duplicate Record Clusters

When you have processed a cluster, complete this step to consolidate the cluster records to a single record in the
staging database.
u

In the cluster you processed, click the Consolidate Cluster button.

The Analyst tool performs the following updates on cluster records:

In the staging database, the Analyst tool updates the master record with the contents of the Final record and

sets the status to Updated.

The Analyst tool sets the status of the other selected records to Consolidated.
The Analyst tool sets the status of any cleared record to Reprocess.

Viewing the Audit Trail

The Analyst tool tracks changes to the staging database in an audit trail. Use the audit trail to review the status of
the records that have passed through the record management and consolidation processes.
Complete these steps to view audit trail records:
1.

Select the Audit Trail tab.

2.

Set the filter options.

You can filter by time period, staging table, user, and record status.

3.

36

Click Go.

Chapter 4: Exception Record Management

The following table describes record statuses for the audit trail.
Record Status

Description

Updated

Edited during bad record processing, or selected as the

Master record during consolidation.

Consolidated

Consolidated to a master record during consolidation.

Rejected

Rejected during bad record processing.

Accepted

Accepted during bad record processing.

Reprocess

Marked for reprocessing during bad record processing.

Rematch

Removed from a cluster during consolidation.

Extracted

Extracted from a cluster into a new cluster during

consolidation.

Exception Management Operations

37

CHAPTER 5

Reference Tables
This chapter includes the following topics:
Reference Tables Overview, 38
Reference Table Properties, 39
Create Reference Tables, 40
Create a Reference Table from Profile Data, 41
Create a Reference Table From a Flat File, 43
Create a Reference Table from a Database Table, 45
Reference Table Management, 46
Audit Trail Events, 48
Rules and Guidelines for Reference Tables, 49

Reference Tables Overview

A reference table contains the standard versions of a set of data values. You add reference tables to
transformations in the Developer tool to verify that source data values are accurate and correctly formatted.
Informatica provides reference tables that you install with the Data Quality Content Installer. You can also create
reference tables and connect to database tables that contain reference data.
You create reference tables in the following ways:
Create a reference table from column profile results.
Create a reference table from data in a flat file.
Create a reference table from data in another database table.

When you create a reference table, the Model repository stores the table metadata. The reference data database
or another database stores the column data values.
After you create a reference table, you can add and edit columns, rows, and data values. You can also search and
replace values in reference table rows.
You create and manage reference tables on the Reference Table view. You can review the changes made to a
reference table on the Audit Trail view. You can view properties for the reference table in the Properties view.

38

Reference Table Structure

A reference table contains at least two columns. One column contains the correct or required versions of the data
values. This is called the valid column. Other columns contain different versions of the values, including alternative
versions that may appear in the source data.
The valid column can contain data that is formally correct, such as ZIP codes. It can contain data that is correct for
a particular project, such as stock keeping unit (SKU) numbers. It can also contain bad data, such as values that
contain known errors.
A transformation that contains a reference table compares the input port values with the reference table values.
The transformation can identify the input values that match the reference table values, and it can replace the input
values with the values from the valid column.
For example, a reference table contains a list of valid SKU numbers for a data set. A Developer tool user adds the
reference table to a Labeler transformation and creates a mapping with the transformation. The mapping identifies
the source data values that do not contain valid SKU numbers.

Managed and Unmanaged Reference Tables

Reference tables store metadata in the Model repository. Reference tables can store column data in the reference
data database or in another database. The Content Management Service stores the database connection for the
reference data database.
A managed reference table stores column data in the reference data database. You can edit the values of a
managed table in the Analyst tool and Developer tool.
An unmanaged reference table stores column data in a database other than the reference data database. You
cannot edit the values of an unmanaged table in the Analyst tool or Developer tool.

Reference Table Properties

When you create a reference table, you can configure properties for each column in the table.
Use the Edit Column Properties panel to configure the properties. Select Edit Table to open this panel.
You can configure the following properties for a reference table:
Property

Description

Valid

Identifies the column that contains the correct or required

form of the data values.

Name

Name of the column.

Data Type

Datatype for the column. You can choose one of the following
datatypes:
-

bigint
date/time
decimal
double
integer
string

The values you can configure for precision and scale depend
on the datatype you choose.

Reference Table Properties

39

Property

Description

Precision

Precision for the column. Precision is the maximum number of

digits or the maximum number of characters that the column
can accommodate.

Scale

Scale for the column. Scale is the maximum number of digits

that a column can accommodate to the right of the decimal
point. Applicable for decimal columns.

Description

Description for the column.

Create Reference Tables

Use the reference table editor, profile results, or a flat file to create reference tables. Create reference tables to
share reference data with developers in the Developer tool.
Use the following methods to create a reference table:
Create a reference table in the reference table editor.
Create a reference table from profile column data or profile pattern data.
Create a reference table from flat file data.
Create a reference table from data in another database table.

Creating a Reference Table in the Reference Table Editor

Use the New Reference Table Wizard and the reference table editor view to create a reference table. You use the
reference table editor to define the table structure and add data to the table.
1.

In the Navigator, select the project or folder where you want to create the reference table.

2.

Click Actions > New > Reference Table.

The New Reference Table Wizard appears.

3.

Select the option to Use the reference table editor.

4.

Click Next.

5.

Enter the table name, and optionally enter a description and default value.
The Analyst tool uses the default value for any table record that does not contain a value.

6.

For each column you want to include in the reference table, click the Add New Column icon and configure
the properties for each column.
Note: You can reorder or delete columns.

7.

Optionally, enter an audit note for the table.

The audit note appears in the audit trail log.

8.

40

Click Finish.

Chapter 5: Reference Tables

Create a Reference Table from Profile Data

You can use profile data to create reference tables that relate to the source data in the profile. Use the reference
tables to find different types of information in the source data.
You can use a profile to create or update a reference table in the following ways:
Select a column in the profile and add it to a reference table.
Browse a profile column and add a subset of the column data to a reference table.
Select a column in the profile and add the pattern values for that column to a reference table.

Creating a Reference Table from Profile Columns

You can create a reference table from a profile column. You can add a profile column to an existing reference
table. The New Reference Table Wizard adds the column to the reference table.
1.

In the Navigator, select the project or folder that contains the profile with the column that you want to add to a
reference table.

2.

Click the profile name to open it in another tab.

3.

In the Column Profiling view, select the column that you want to add to a reference table.

4.

Click Actions > Add to Reference Table.

The New Reference Table Wizard appears.

5.

Select the option to Create a new reference table.

Optionally, select Add to existing reference table, and click Next. Navigate to the reference table in the
project or folder, preview the reference table data and click Next. Select the column to add and click Finish.

6.

Click Next.

7.

The column name appears by default as the table name. Optionally enter another table name, a description,
and default value.
The Analyst tool uses the default value for any table record that does not contain a value.

8.

Click Next.

9.

In the Column Attributes panel, configure the column properties for the column.

10.

Optionally, choose to create a description column for rows in the reference table.
Enter the name and precision for the column.

11.

Preview the column values in the Preview panel.

12.

Click Next.

13.

The column name appears as the table name by default. Optionally, enter another table name and a
description.

14.

In the Save in panel, select the location where you want to create the reference table.
The Reference Tables: panel lists the reference tables in the location you select.

15.

Optionally, enter an audit note.

16.

Click Finish.

Creating a Reference Table from Column Values

You can create a reference table from the column values in a profile column. Select a column in a profile and
select the column values to add to a reference table or create a reference table to add the column values.

Create a Reference Table from Profile Data

41

1.

In the Navigator, select the project or folder that contains the profile with the column that you want to add to a
reference table.

2.

Click the profile name to open it in another tab.

3.

In the Column Profiling view, select the column that you want to add to a reference table.

4.

In the Values view, select the column values you want to add. Use the CONTROL or SHIFT keys to select
multiple values.

5.

Click Actions > Add to Reference Table.

The New Reference Table Wizard appears.

6.

Select the option to Create a new reference table.

Optionally, select Add to existing reference table, and click Next. Navigate to the reference table in the
project or folder, preview the reference table data and click Next. Select the column to add and click Finish.

7.

Click Next.

8.

The column name appears by default as the table name. Optionally enter another table name, a description,
and default value.
The Analyst tool uses the default value for any table record that does not contain a value.

9.

Click Next.

10.

In the Column Attributes panel, configure the column properties for the column.

11.

Optionally, choose to create a description column for rows in the reference table.
Enter the name and precision for the column.

12.

Preview the column values in the Preview panel.

13.

Click Next.

14.

The column name appears as the table name by default. Optionally, enter another table name and a
description.

15.

In the Save in panel, select the location where you want to create the reference table.
The Reference Tables: panel lists the reference tables in the location you select.

16.

Optionally, enter an audit note.

17.

Click Finish.

Creating a Reference Table from Column Patterns

You can create a reference table from the column patterns in a profile column. Select a column in the profile and
select the pattern values to add to a reference table or create a reference table to add the pattern values.
1.

In the Navigator, select the project or folder that contains the profile with the column that you want to add to a
reference table.

2.

Click the profile name to open it in another tab.

3.

In the Column Profiling view, select the column that you want to add to a reference table.

4.

In the Patterns view, select the column patterns you want to add. Use the CONTROL or SHIFT keys to select
multiple values

5.

Click Actions > Add to Reference Table.

The New Reference Table Wizard appears.

6.

42

Select the option to Create a new reference table.

Chapter 5: Reference Tables

Optionally, select Add to existing reference table, and click Next. Navigate to the reference table in the
project or folder, preview the reference table data and click Next. Select the column to add and click Finish.
7.

Click Next.

8.

The column name appears by default as the table name. Optionally enter another table name, a description,
and default value.
The Analyst tool uses the default value for any table record that does not contain a value.

9.

Click Next.

10.

In the Column Attributes panel, configure the column properties for the column.

11.

Optionally, choose to create a description column for rows in the reference table.
Enter the name and precision for the column.

12.

Preview the column values in the Preview panel.

13.

Click Next.

14.

The column name appears as the table name by default. Optionally, enter another table name and a
description.

15.

In the Save in panel, select the location where you want to create the reference table.
The Reference Tables: panel lists the reference tables in the location you select.

16.

Optionally, enter an audit note.

17.

Click Finish

Create a Reference Table From a Flat File

You can import reference data from a CSV file. Use the New Reference Table wizard to import the file data.
You must configure the properties for each flat file that you use to create a reference table.

Analyst Tool Flat File Properties

When you import a flat file as a reference table, you must configure the properties for each column in the file. The
options that you configure determine how the Analyst tool reads the data from the file.
The following table describes the properties you can configure when you import file data for a reference table:
Properties

Description

Delimiters

Character used to separate columns of data. Use the Other

field to enter a different delimiter.
Delimiters must be printable characters and must be different
from the escape character and the quote character if selected.
You cannot select non-printing multibyte characters as
delimiters.

Text Qualifier

Quote character that defines the boundaries of text strings.

Choose No Quote, Single Quote, or Double Quotes.
If you select a quote character, the wizard ignores delimiters
within pairs of quotes.

Create a Reference Table From a Flat File

43

Properties

Description

Column Names

Imports column names from the first line. Select this option if
column names appear in the first row.
The wizard uses data in the first row in the preview for column
names.
Default is not enabled.

Values

Option to start value import from a line. Indicates the row

number in the preview at which the wizard starts reading
when it imports the file.

Creating a Reference Table from a Flat File

When you create a reference table data from a flat file, the table uses the column structure of the file and imports
the file data.
1.

In the Navigator, select the project or folder where you want to create the reference table.

2.

Click Actions > New > Reference Table.

The New Reference Table Wizard appears.

3.

Select the option to Import a flat file.

4.

Click Next.

5.

Click Browse to select the flat file.

6.

Click Upload to upload the file to a directory in the Informatica services installation directory that the Analyst
tool can access.

7.

Enter the table name. Optionally, enter a description and default value.
The Analyst tool uses the default value for any table record that does not contain a value.

44

8.

Select a code page that matches the data in the flat file.

9.

Preview the data in the Preview of file panel.

10.

Click Next.

11.

Configure the flat file properties.

12.

In the Preview panel, click Show to update the preview.

13.

Click Next.

14.

On the Column Attributes panel, verify or edit the column properties for each column.

15.

Optionally, create a description column for rows in the reference table. Enter the name and precision for the
column.

16.

Optionally, enter an audit note for the table.

17.

Click Finish.

Chapter 5: Reference Tables

Create a Reference Table from a Database Table

When you create a reference table from a database table, you connect to the database and import the table data.
Use the New Reference Table wizard to enter the database connection properties for the table. Then import the
tables into a folder into the Model repository.

Creating a Database Connection

Before you import reference tables from a database, you create a database connection in the Analyst tool.
1.

Select a project or folder in the Navigator.

2.

Click Actions > New > Reference Table.

The New Reference Table Wizard appears.

3.

Select the option to Connect to a relational table.

Optionally, select the option to create an unmanaged reference table. If you select this option, the Analyst tool
does not store the reference table data in the reference data database.

4.

Click Next.

5.

Click New Connection.

The New Connection window appears.

6.

Enter the properties for the database you want to connect to.

7.

Select Grant everyone execute permission on this connection.

8.

Click OK.
The Analyst tool tests the database connection. The database connection appears in the list of established
connections.

Creating a Reference Table from a Database Table

To create the reference table, connect to a database and import the column data you need.
1.

In the Navigator, select the project or folder where you want to create the reference table.

2.

Click Actions > New > Reference Table.

The New Reference Table Wizard appears.

3.

Select the option to Connect to a relational table.

4.

Select Unmanaged Table if you want to create a table that does not store data in the reference data
database. You cannot edit the values in an unmanaged reference table.

5.

Click Next.

6.

Select the database connection from the list of established connections.

7.

Click Next.

8.

On the Tables panel, select a table.

The table properties appear on the Properties panel.

9.

Optionally, click Data Preview.

10.

Click Next.

11.

On the Column Attributes panel, configure the column properties for each column.

12.

Optionally, include a column for row-level descriptions.

Create a Reference Table from a Database Table

45

13.

Optionally, add an audit note in the Audit Note field.

14.

Click Next.

15.

Enter a name and optionally a description for the reference table.

16.

On the Folders panel, select the project or folder where you want to create the reference table.

17.

The Reference Tables panel lists the reference tables in the folder you select.

18.

Click Finish.

Reference Table Management

You can perform tasks to manage reference tables. You can find and replace column values, add or remove
columns and rows, edit column values, and export a reference table to a file.
You can perform the following tasks to manage reference tables:
Manage columns. Use the Edit column properties window to add, edit, or delete columns in a reference

table.
Manage rows. Use the Add Rows window to add rows and the Edit Row window to edit rows in a reference

table. Use the Delete icon to delete rows in a reference table.

Find and replace values. You can find and replace values in individual reference table columns. You can find

a value in a column and replace it with another value. You can replace all values in columns with another value.
Export a reference table. Export a reference table to a comma-separated values (CSV) file, dictionary file, or

Excel file.

Managing Columns
Use the Edit column properties window to add, edit, or delete columns in a reference table.
1.

In the Navigator, select the project or folder that contains the reference table that you want to edit.

2.

Click the reference table name to open it in a tab. The Reference Table tab appears.

3.

Click Actions > Edit Table or click the Edit Table icon.
The Edit column properties window appears.

4.

To add a column, click the Add New Column icon in the Column Attributes panel and edit the column
properties. Or, to edit an existing column, click the property you want to edit.
You cannot edit the datatype, precision, and scale of the column. You can rename the column and change the
column description.

5.

To delete a column, click the column and click the Delete icon.

6.

Optionally, you can enter an audit note on the Audit Note panel. The audit note appears in the audit log for
any action you perform in the Edit column properties window.

7.

Click OK.

Managing Rows
You can add, edit, or delete rows in a reference table.
1.

46

In the Navigator, select the project or folder containing the reference table that you want to edit.

Chapter 5: Reference Tables

2.

Click the reference table name to open it in a tab. The Reference Table tab appears.

3.

To add a row, click Actions > Add Row or click the Add Row icon. In the Add Row window, enter the value
for each column and enter an optional audit note. Click OK.

4.

To edit rows, select the rows and click Actions > Edit or click the Edit icon. In the Edit Rows window, enter
the value for each column, select the columns to apply the changes to, and enter an optional audit note.
Optionally, click Previous to edit the previous row and click Next to edit the next row. Click Apply to apply
the changes.
The new column values appear in the tab.

5.

To delete rows, select the rows you want to delete and click Actions > Delete or click the Delete icon. In the
Delete Rows window, enter an optional audit note and click OK.

Finding and Replacing Values

You can find and replace values in individual reference table columns.
1.

In the Navigator, select the project or folder containing the reference table that you want to find and replace
values in.

2.

Click the reference table name to open it in a tab. The Reference Table tab appears.

3.

Click Actions > Find and Replace or click the Find and Replace icon.
The Find and Replace toolbar appears.

4.

Enter the search criteria in the Find box. Select all columns or a column that you want to find in the list. Enter
the value you want to replace with, and click one of the following buttons:
Option

Description

Next/Previous

Scroll through the column values that match the search criteria.

Highlight All

Highlight all the column values that match the search criteria.

Replace

Replace the currently highlighted column value.

Replace All

Replace all occurrences of the search criteria in column values.

Exporting a Reference Table

Export a reference table to a comma-seperated values (CSV) file, dictionary file, or Microsoft Excel file.
1.

In the Navigator, select the project or folder containing the reference table that you want to view the audit trail
for.

2.

Click the reference table name to open it in a tab. The Reference Table tab appears.

3.

Click Actions > Export Data.

The Export data to a file window appears.

4.

Configure the following options:

Option

Description

File Name

File name for the exported data.

Reference Table Management

47

Option

Description

File Format

Format of the exported file. You can select the following formats:
csv. Comma-separated values file.
xls. Microsoft Excel file.
dic. Dictionary file.
Optionally, select Export field names as first row to export the column names as a header row
in the exported file.

Code Page

5.

Code page of the reference data.

Click OK.
The options to save or open the file depend on your browser.

Audit Trail Events

Use the Audit Trail view for a reference table to view audit trail log events.
The Analyst tool creates audit trail log events when you make a change to a reference table and enter an audit
trail note. Audit trail log events provide information about the reference tables that you manage.
You can configure query options on the Audit Trail tab to filter the log events that you view. You can specify filters
on the date range, type, user name, and status. The following table describes the options you configure when you
view audit trail log events:
Option

Description

Date

Start and end dates for the log events to search for. Use the calender to choose dates.

Type

Type of audit trail events. You can filter and view the following events types:
- Data. Events related to data in the reference table. Events include creating, editing, deleting,
and replacing all rows.
- Metadata. Events related to reference table metadata. Events include creating reference
tables, adding, deleting, and editing columns, and updating valid columns.

User

User who edited the reference table and entered the audit trail comment. The Analyst tool
generates the list of users from the Analyst tool users configured in the Administrator tool.

Status

Status of the audit trail log events. Status corresponds to the action performed in the reference
table editor.

Audit trail log events also include the audit trail comments and the column values that were inserted, updated, or
deleted.

Viewing Audit Trail Events

View audit trail log events to get more information about changes made to a reference table.
1.

48

In the Navigator, select the project or folder that contains the reference table that you want to view the audit
trail for.

Chapter 5: Reference Tables

2.

Click the reference table name to open it in a tab. The Reference Table tab appears.

3.

Click the Audit Trail view.

4.

Configure the filter options.

5.

Click Show.
The log events for the specified query options appear.

Rules and Guidelines for Reference Tables

Use the following rules and guidelines while working with reference tables:
When you import a reference table from an Oracle, IBM DB2, IBM DB2/zOS, IBM DB2/iOS, or Microsoft SQL

Server database, the Analyst tool cannot display the preview if the table, view, schema, synonym, or column
names contain mixed case or lower case characters. To preview data in tables that reside in case sensitive
databases, set the Support Mixed Case Identifiers attribute to true in the connections for Oracle, IBM DB2, IBM
DB2/zOS, IBM DB2/iOS, and Microsoft SQL Server databases in the Developer tool or Administrator tool.
When you create a reference table from inferred column patterns in one format, the Analyst tool populates the

reference table with column patterns in a different format. For example, when you create a reference table for
the column pattern X(5), the Analyst tool displays the following format for the column pattern in the reference
table: XXXXX.
To read a reference table, you need execute permissions on the connection to the database that stores the

table data values. For example, if the reference data database stores the data values, you need execute
permissions on the connection to the reference data database. This applies whether you access the reference
table in read or write mode. The database connection permissions apply to all reference data in the database.

Rules and Guidelines for Reference Tables

49

INDEX

A
adding a flat file
flat files 26
adding a table
tables 29
assign permissions
projects 5
assigning a tag
tags 14
assigning permissions
projects 18

C
column properties
reference tables 39
contents view
Informatica Analyst interface 3
creating a folder
folders 8
creating a metadata bookmark
metadata bookmark 13
creating a project
projects 6
creating a reference table from column patterns
reference tables 42
creating a reference table from column values
reference tables 42
creating a reference table from profile columns
reference tables 41
creating a reference table manually
reference tables 40
creating a tag
tags 14

D
data objects
deleting an object 22
flat files 22
renaming an object 22
tables 22
viewing an object 22
database connection properties
tables 28
datetime datatypes
flat files 25
deleting a database connection
tables 29
deleting a folder
folders 9
deleting a Project
projects 7

50

deleting an object
objects 12
duplicating a folder
folders 8
duplicating a project
projects 6
duplicating an object
objects 12

E
editing data objects
objects 31
exporting a reference table
reference tables 47

F
finding and replacing valyes
reference tables 47
flat file datatypes
flat files 24
flat file options
flat files 24
flat file properties
reference tables 39
flat files
adding a flat file 26
data objects 22
datetime datatypes 25
flat file datatypes 24
flat file options 24
viewing data objects 30
folders
creating a folder 8
deleting a folder 9
duplicating a folder 8
moving a folder 9
renaming a folder 8
viewing folders contents 9

H
hiding tags
tags 14

I
importing a reference table
reference tables 44
importing Metadata Manager tables
search results 17

Informatica Analyst
Informatica Analyst interface 1
Navigator 2
Informatica Analyst interface
contents view 3
Informatica Analyst 1
Informatica Analyst views 2
log in 4
properties view 3
security view 3
Informatica Analyst views
Informatica Analyst interface 2

J
job status
monitoring job status 21
projects 19

L
log in
Informatica Analyst interface 4

M
manage folders
projects 5
manage projects
projects 5
manage security
projects 18
managing business term
Metadata Manager business term 21
managing columns
reference tables 46
managing rows
reference tables 46
metadata bookmark
creating a metadata bookmark 13
opening a metadata bookmark 13
Metadata Manager business term
managing business term 21
projects 21
monitoring job status
job status 21
moving a folder
folders 9
moving an object
objects 12

N
Navigator
Informatica Analyst 2

O
objects
deleting an object 12
duplicating an object 12
editing data objects 31
moving an object 12
previewing data 11

renaming an object 12
viewing object properties 11
opening a metadata bookmark
metadata bookmark 13

P
performing a search
search 17
previewing data
objects 11
projects
assign permissions 5
assigning permissions 18
creating a Project 6
deleting a project 7
duplicating a project 6
job status 19
manage folders 5
manage projects 5
manage security 18
Metadata Manager business term 21
renaming a project 7
search projects 5
viewing project contents 9
properties view
Informatica Analyst interface 3

R
reference tables
column properties 39
creating a reference table from column patterns 42
creating a reference table from column values 42
creating a reference table from profile columns 41
creating a reference table manually 40
exporting a reference table 47
finding and replacing values 47
flat file properties 39
importing a reference table 44
managed and unmanaged 39
managing columns 46
managing rows 46
viewing audit trail tables 48
renaming a Folder
folders 8
renaming a Project
projects 7
renaming an object
objects 12

S
search
performing a search 17
search filters 16
search results 17
search syntax 15
searching objects example 18
search filters
search 16
search projects
projects 5
search results
importing Metadata Manager tables 17

Index

51

search 17
search syntax
search 15
searching objects example
search 18
security view
Informatica Analyst interface 3

T
tables
adding a table 29
data objects 22
database connection properties 28
deleting a database connection 29
viewing data objects 30
tags
assigning a tag 14
creating a tag 14
hiding tags 14
tags overview 14

52

Index

viewing tags 14
tags overview
tags 14

V
viewing audit table events
reference tables 48
viewing data objects
flat files 30
tables 30
viewing folder contents
folders 9
viewing object properties
objects 11
viewing project contents
projects 9
viewing tags
tags 14