Informatica PowerCenter Express

(Version 9.6.1)

Getting Started Guide

Informatica PowerCenter Express Getting Started Guide

Version 9.6.1
June 2014

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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Chapter 1: Introduction to PowerCenter Express. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

PowerCenter Express Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
PowerCenter Express Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
PowerCenter Express Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Informatica Developer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Using Informatica Developer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Informatica Developer User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Using Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Administrator User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Data Integration Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2: Setting Up Informatica Developer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Setting Up Informatica Developer Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Step 1. Log In to the Administrator Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Step 2. Start Informatica Developer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Step 3. Connect to the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Adding the Domain and Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Connecting to the Model Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step 4. Create a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Step 5. Create a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Step 6. Select the Default Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
PowerCenter Express Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chapter 3: Reviewing Source Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Reviewing Source Data Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Step 1. View a Mapping Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Step 2. Run a Column Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
PowerCenter Express Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Table of Contents i
 Chapter 4: Developing a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Developing a Mapping Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Step 1. Create a Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Step 2. Add a Transformation to the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Step 3. Add a Target to the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Step 4. Run the Mapping and Review Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
PowerCenter Express Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 5: Running a Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Running a Workflow Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Step 1. Review the Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Step 2. Create a Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Step 3. Deploy and Run the Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
PowerCenter Express Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Chapter 6: Monitoring a Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Monitoring a Workflow Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Step 1. Access the Monitoring Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Step 2. Monitor the Workflow and View Logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
PowerCenter Express Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Chapter 7: Creating a Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Creating a Connection Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Step 1. Create a Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
PowerCenter Express Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Appendix A: Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

ii Table of Contents
Preface
The PowerCenter Express Getting Started Guide is written for developers. It provides a tutorial to help first-
time users learn how to use Informatica Developer and Informatica Administrator for PowerCenter Express
tasks. This guide assumes that you have an understanding of flat file concepts, relational database concepts,
and the database engines in your environment.

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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 Support YouTube Channel

You can access the Informatica Support YouTube channel at http://www.youtube.com/user/INFASupport. The
Informatica Support YouTube channel includes videos about solutions that guide you through performing
specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel,

iii
 contact the Support YouTube team through email at [email protected] or send a tweet to
@INFASupport.

Informatica Marketplace
The Informatica Marketplace is a forum where developers and partners can share solutions that augment,
extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions
available on the Marketplace, you can improve your productivity and speed up time to implementation on
your projects. You can access Informatica Marketplace at http://www.informaticamarketplace.com.

Informatica Velocity
You can access Informatica Velocity at http://mysupport.informatica.com. Developed from the real-world
experience of hundreds of data management projects, Informatica Velocity represents the collective
knowledge of our consultants who have worked with organizations from around the world to plan, develop,
deploy, and maintain successful data management solutions. If you have questions, comments, or ideas
about Informatica Velocity, contact Informatica Professional Services at [email protected].

iv Preface
CHAPTER 1

Introduction to PowerCenter
Express
This chapter includes the following topics:

• PowerCenter Express Overview, 1

• PowerCenter Express Architecture, 2
• Informatica Developer, 3
• Informatica Administrator, 5
• Data Integration Process, 7

PowerCenter Express Overview

Use PowerCenter Express to design and implement data integration solutions.

You can use PowerCenter Express to extract data from multiple sources, transform the data according to
business logic that you build in the client application, and load the transformed data to targets. You can also
run a profile to analyze the structure and content of your data, and to determine the quality of your data.

You can access data in relational databases, flat files, web services, and social media web sites.

PowerCenter Express includes the Informatica domain, application services that process data, repositories to
store metadata, Informatica Administrator (the Administrator tool), and Informatica Developer (the Developer
tool).

The Administrator tool, the repositories, and application services run on a single machine. The Developer tool
can run on one or more machines.

PowerCenter Express Example

Organizations can use PowerCenter Express to perform data integration tasks. For example, use
PowerCenter Express to consolidate data.

An organization wants to consolidate data from three flat files that contain customer records from different
geographic areas. After analyzing the content of the data, the organization wants to load the data to a
relational database table.

To complete this task, the organization uses the Developer tool to run a profile on the data, consolidate the
data, and write the consolidated data to a relational database. Then, the organization uses the Administrator
tool to monitor the progress of the profile job and the progress of the workflow that consolidates the data.

1
PowerCenter Express Architecture
The PowerCenter Express application clients, application services, and repositories are components that run
within the Informatica domain. The Informatica domain is the fundamental administrative unit in Informatica.

The following figure shows the PowerCenter Express components that run within the Informatica domain:

Application Clients
A group of clients that you use to access underlying Informatica functionality. Application clients send
requests to the Service Manager or application services. The Service Manager runs the application services
and performs domain functions including authentication, authorization, and logging.

The Informatica domain includes the following application clients for PowerCenter Express:

Informatica Developer
Informatica Developer (the Developer tool) is an application client that developers can use to design and
implement data integration and data federation solutions.

Informatica Administrator

Informatica Administrator (the Administrator tool) is an application client that consolidates the
administrative tasks for domain objects such as services, connections, and licenses. Administrators
manage the domain and the security of the domain through the Administrator tool.

Application Services
A group of services that represent server-based functionality. Administrators configure the application
services that are required by the application clients.

The Informatica domain includes the following application services for PowerCenter Express:

Data Integration Service

The Data Integration Service is an application service that runs data integration jobs for the Developer
tool and external clients. Data integration jobs include previewing data and running profiles, mappings,
and workflows.

2 Chapter 1: Introduction to PowerCenter Express

 Model Repository Service
The Model Repository Service is an application service that manages the Model repository.

Repositories
Repositories are a group of relational databases that store metadata about objects and processes required to
handle user requests from application clients.

The Informatica domain includes the following databases and directory for PowerCenter Express:
Model repository
The Model repository is a relational database that stores the metadata for projects. The Model repository
also stores run-time and configuration information for applications that are deployed to a Data Integration
Service.

Domain configuration repository

The domain configuration repository is a set of domain metadata tables stored in a relational database.
Each time an administrator makes a change to the domain, the Service Manager writes the change to
the domain configuration repository.

Profile warehouse
The profile warehouse is a relational database that the Data Integration Services uses to store profile
results.

Informatica Developer
Informatica Developer (the Developer tool) is an application client that you can use to design and implement
data integration solutions.

You can use the Developer tool to import metadata, create connections, and create logical data objects.

Using Informatica Developer

Use the Developer tool to complete the tasks required to implement data integration solutions.

You can use the Developer tool to complete the following tasks:
Create a physical data object.
Import metadata to create a physical data object or manually create the physical data object. Create
physical data objects for sources, lookups, and targets that you want to use in a mapping, profile, or
mapping specification.

Define logical views of data.

A logical view of data describes the structure and use of data in an enterprise. You can create a logical
data object model that shows the types of data your enterprise uses and how that data is structured.
Then, you can create a mapping that links objects in a logical model to data sources or targets.

Develop mappings.
Develop mappings to run data integration jobs.

Informatica Developer 3
 Informatica Developer User Interface
The Developer tool is an application that you use to design and implement data integration solutions. The
Developer tool workbench includes an editor and views.

You edit objects, such as mappings, in the editor. The Developer tool displays views, such as the Properties
view, based on which object is selected in the editor and your selection of which views you want to display.

The following figure shows the Developer tool workbench:

1. Object Explorer view

2. Outline view
3. Properties view
4. Data Viewer view
5. Tags view
6. Object Dependencies view
7. Alerts view
8. Connection Explorer view
9. Editor

The Developer tool displays the following views by default:

Outline view
Displays objects that are dependent on an object selected in the Object Explorer view.

Object Explorer view

Displays projects, folders, and the objects within the projects and folders.

Connection Explorer view

Displays connections to relational databases.

Properties view
Displays the properties for an object that is selected in the editor.

Data Viewer view

Displays source data, profile results, and previews the output of a transformation.

4 Chapter 1: Introduction to PowerCenter Express

 Object Dependencies view
Displays object dependencies when you view, modify, or delete an object.

Tags view
Displays tags that define an object in the Model repository based on business usage.

Alerts view
Displays connection status alerts.

You can hide views and move views to another location in the Developer tool workbench. Click Window >
Show View to select the views you want to display.

The Developer tool workbench also displays the following views:

Cheat Sheets view
Displays the cheat sheet that you open. To open a cheat sheet, click Help > Cheat Sheets and select a
cheat sheet.

Help view
Displays context-sensitive online help.

Progress view
Displays the progress of operations in the Developer tool, such as a mapping run.

Search view
Displays the search results. You can also launch the search options dialog box.

Validation Log view

Displays object validation errors.

Informatica Administrator
Informatica Administrator (the Administrator tool) is an application client that consolidates the administrative
tasks for domain objects such as services, connections, and licenses.

You manage the domain and the security of the domain through the Administrator tool.

Using Informatica Administrator

Use the Administrator tool to manage the domain and the security of the domain.

Use the Administrator tool to complete the following types of tasks:

Domain administrative tasks
Manage logs, domain objects, and user permissions. Monitor jobs and applications that run on the Data
Integration Service.

Security administrative tasks

Manage users, groups, roles, and privileges.

Note: If you have PowerCenter Express Personal Edition, you do not have access to the administer security.

Informatica Administrator 5
 Informatica Administrator User Interface
The Administrator tool is an application that you use to manage the Informatica domain and the security of
the Informatica domain. The Administrator tool interface contains tabs, header items, views, a navigator, and
a contents panel.

The following figure shows the Administrator tool:

1. Navigator
2. View in the tab
3. Tab
4. Header area
5. Contents panel

The tabs and views that are available in the Administrator tool differ based on your product license and user
permissions. The Navigator displays a hierarchy of objects. The types of objects in the Navigator differ based
on the tab that you select. The contents panel displays details about the object that you select in the
Navigator.

The Administrator tool has the following tabs:

Domain
View and edit the properties of the domain and objects within the domain.

Logs
View log events for the domain and services within the domain.

Monitoring
View the status of profile jobs, preview jobs, mapping jobs, and workflows for the Data Integration
Service.

Security
Manage users, groups, roles, and privileges. If you have PowerCenter Express Personal Edition, you do
not have access to the Security tab.

The Administrator tool has the following header items:

Log out
Log out of the Administrator tool.

6 Chapter 1: Introduction to PowerCenter Express

 Manage
Manage your account.

Help
Access help for the current tab, determine the Informatica version, and configure the data usage policy.

Data Integration Process

Use the PowerCenter Express client applications to complete your data integration solutions. Use the
Developer tool to create connections, import metadata, run profiles, create mappings, and run mappings as
part of workflows. Then, use the Administrator tool to monitor workflow progress.

Step 1. Create connections

Create connections to access data from relational databases, third-party web services, or social media web
sites. Create a connection to create data objects, preview data, run profiles, and run mappings. The
Developer tool uses the connection when you import a data object. The Data Integration Service uses the
connection when you preview data, run profiles, and run mappings.

Step 2. Import metadata to create data objects

Import metadata to create data objects for sources and targets that you want to use in a mapping. When you
develop a mapping, you can use data objects to define the input and output of the mapping.

Step 3. Run a profile

Run a profile to analyze the structure and content of your data, and to determine the quality of your data.
When you run a profile, the Data Integration Service applies the profiling rules and runs the profile.

Step 4. Develop mappings

Develop mappings to implement data integration tasks. A mapping is a set of inputs and outputs that
represent the data flow between sources and targets. Link the sources and targets with transformation
objects that define the rules for data transformation. The Data Integration Service uses the instructions
configured in the mapping to read, transform, and write data. You can add a mapping as a task in a workflow.

Step 5. Create and run workflows

Create a workflow to define a sequence of events, tasks, and decisions based on a business process. Then,
deploy the workflow to the Data Integration Service and run the workflow. The Data Integration Service uses
the instructions configured in the workflow to run the objects.

Step 6. Monitor workflows

Monitor the workflow instance run on the Monitoring tab of the Administrator tool. The Monitoring tab shows
the status of running workflow and workflow object instances. You can abort or cancel a running workflow
instance in the Monitoring tool. You can also use the Monitoring tool to view logs for workflow instances and
to view workflow reports.

Data Integration Process 7

CHAPTER 2

Setting Up Informatica Developer

This chapter includes the following topics:

• Setting Up Informatica Developer Overview, 8

• Step 1. Log In to the Administrator Tool, 9
• Step 2. Start Informatica Developer, 11
• Step 3. Connect to the Repository, 12
• Step 4. Create a Project, 17
• Step 5. Create a Folder, 18
• Step 6. Select the Default Data Integration Service, 19
• PowerCenter Express Tips, 20

Setting Up Informatica Developer Overview

In this lesson, you start and set up the Developer tool. You log in to the Administrator tool to record
information that you need to connect the Developer tool to the Informatica domain.

To set up the Developer tool, you connect to the Model repository and create a project and folder to store
your work. You select the default Data Integration Service to preview data and run mappings.

Lesson Concepts
The Informatica domain is a collection of services that perform data integration jobs and monitoring jobs. You
manage the domain through the Administrator tool.

The Model Repository Service manages the Model repository. The Model repository is a relational database
that stores the metadata for projects and folders. A project stores objects that you create in the Developer
tool. A project can also contain folders that store related objects that are part of the same business
requirement.

The Data Integration Service performs data integration jobs for the Developer tool. Data integration jobs
include previewing data, and running profiles, mappings, and workflows.

Lesson Objectives
In this lesson, you complete the following beginner-level tasks:

• Log in to the Administrator tool to record domain information.

• Start the Developer tool.
• Configure the Developer tool to connect to the Model repository.

8
 • Create a project to store the objects that you create in the Developer tool.
• Create a folder in the project that can store related objects.
• Select the default Data Integration Service to preview data and to run mappings in the Developer tool.

Lesson Prerequisites
Before you start this lesson, verify the following prerequisites:

• You have installed Informatica PowerCenter Express.

• The Informatica services are running in the domain.

Lesson Timing
Set aside 10 to 15 minutes to complete the tasks in this lesson.

Step 1. Log In to the Administrator Tool

If you installed Informatica services and the Informatica client separately, you must log in to the Administrator
tool to record the Informatica domain connection information. You must have the domain name, host name,
and port number to add the domain to the Developer tool.

If you installed Informatica services and the Informatica client at the same time on the same machine, the
installation process adds the domain to the Developer tool. You can skip this step and continue to “Step 2.
Start Informatica Developer” on page 11.

1. From the Windows Start menu, click Informatica PowerCenter Express > Launch Informatica
Administrator.
The default browser opens to the Administrator tool login page.
2. Enter the user name and password provided to you.
3. Click Log In.
The Domain tab of the Administrator tool opens.
4. Record the name of the domain that appears in the Domain Navigator.
The default domain name is Domain_<machine_name>, where <machine_name> is the name of the
machine where Informatica services is installed.

Step 1. Log In to the Administrator Tool 9

 In the following figure, the domain name is Domain_caw175917:

5. In the Domain Navigator, select the node.

6. In the Properties view, record the host name and port in the General Properties section.
The default host name is the name of the machine where Informatica services is installed.
In the following figure, the host name is caw175917 and the port number is 7006:

7. Click Log Out to log out of the Administrator tool.

10 Chapter 2: Setting Up Informatica Developer

Step 2. Start Informatica Developer
Start the Developer tool to begin the lesson.

1. From the Windows Start menu, click Informatica PowerCenter Express > Launch Informatica
Developer.
The Welcome page of the Developer tool appears. If you have started the Developer tool before, the
Developer tool opens to the Workbench.

Step 2. Start Informatica Developer 11

 2. In the top, right corner, click the Workbench link.
The Developer tool Workbench appears. If you installed Informatica services and the Informatica client
separately, the Object Explorer view is empty. If you installed Informatica services and the Informatica
client at the same time on the same machine, the Object Explorer view displays the Model repository
with the default name ModelRepository.

Step 3. Connect to the Repository

Connect to the Model repository to create, view, and manage metadata.

The steps that you use to connect to the Model repository depend on the following installation methods:

You installed Informatica services and the Informatica client separately.

You must add the domain and Model repository the first time that you set up the Developer tool.

You installed Informatica services and the Informatica client at the same time on the same machine.
The installation process adds the domain and Model repository. You can connect to the Model repository
the first time that you set up the Developer tool.

12 Chapter 2: Setting Up Informatica Developer

Adding the Domain and Repository
If you installed Informatica services and the Informatica client separately, add the domain and Model
repository to the Developer tool. You must add the domain and Model repository the first time that you set up
the Developer tool.

When you add the domain, use the domain name, host name, and port number that you recorded in “Step 1.
Log In to the Administrator Tool” on page 9.

1. From the Developer tool menu, click File > Connect to Repository.
The Connect to Repository dialog box appears.

2. Click Configure Domains.

Step 3. Connect to the Repository 13

 The Preferences dialog box appears.

3. Click Add.
The New Domain dialog box appears.
4. Enter the domain name, host name, and port number for the domain.
The following table lists the default values for the domain:

Property Default Value Example

Domain name Domain_<machine name> Domain_SalesServer

Host name <machine name> SalesServer

Port number 7006 7006

5. Click Test Connection to test the connection.

The Developer tool displays a message that states whether the connection is successful.
6. Click OK.
7. Click Finish.

14 Chapter 2: Setting Up Informatica Developer

 The domain appears in the Available Domains panel of the Preferences dialog box.

8. Click OK.
The Connect to Repository dialog box appears.
9. Click Browse to select the Model Repository Service associated with the Model repository.
The Choose Service dialog box appears.
10. Expand the domain and select the Model Repository Service.
The following figure shows the selected Model Repository Service:

11. Click OK and then click Next.

The Login window appears.

Step 3. Connect to the Repository 15

 12. Enter the user name and password provided to you.
13. Click Finish.
The Developer tool connects to the Model repository. The Object Explorer view of the Developer tool
shows a Model Repository Service named MRS. The other views are empty.

Connecting to the Model Repository

If you installed Informatica services and the Informatica client at the same time on the same machine, the
installation process adds the domain and Model repository to the Developer tool. You can connect to the
repository from the Object Explorer view.

1. In the Object Explorer view, right-click the Model Repository Service associated with the Model
repository to which you want to connect.
2. Select Connect.
The Connect to Domain dialog box appears.
3. Enter the user name and password provided to you.

16 Chapter 2: Setting Up Informatica Developer

 4. Click OK.
The Developer tool connects to the Model repository. The Model repository includes a Samples project
that includes sample objects.

Step 4. Create a Project

Create a project in the Model repository to store objects that you create in the Developer tool. You can create
one project for all lessons in this guide.

1. From the Developer tool menu, click File > New > Project.
The New Project dialog box appears.
2. Enter Tutorial for the project name.

Step 4. Create a Project 17

 3. Click Finish.
The Developer tool adds the Tutorial project under the Model Repository Service in the Object Explorer
view.

Step 5. Create a Folder

Create a folder to store related objects. You can also store objects in projects. However, folders are useful to
organize and store many related objects. You can create one folder for all lessons in this guide.

1. In the Object Explorer view, select the Tutorial project.

2. Right-click and select New > Folder.
The New Folder dialog box appears.
3. Verify that the location indicates the Tutorial project, and enter Tutorial_Objects for the folder name.

18 Chapter 2: Setting Up Informatica Developer

 4. Click Finish.
The Developer tool adds the Tutorial_Objects folder under the Tutorial project in the Object Explorer
view.

Step 6. Select the Default Data Integration Service

If you installed Informatica services and the Informatica client separately, select the default Data Integration
Service that the Developer tool uses to preview data and run mappings.

If you installed Informatica services and the Informatica client at the same time on the same machine, the
installation process selects the default Data Integration Service. You can skip this step and continue to the
next lesson.

1. From the Developer tool menu, click Window > Preferences.

The Preferences dialog box appears.
2. Select Informatica > Data Integration Services.
3. Expand the domain.
4. Select the Data Integration Service and click Set as Default.

Step 6. Select the Default Data Integration Service 19

 The following figure shows the selected default Data Integration Service:

5. Click OK.

PowerCenter Express Tips

Use the following tips to help you use the Developer tool more effectively.

Access Informatica Marketplace to search for data integration solutions.

The Informatica Marketplace provides prebuilt solutions to augment, extend, or enhance your data
integration implementation.

To access Informatica Marketplace, click the Marketplace button on the toolbar. The Developer tool
opens a Marketplace tab in the editor. You must register as a user before you can log in to the
Marketplace for the first time. You might need to close the Connection Explorer view to better see the
Marketplace content.

Reset the Developer tool perspective to the default values.

If you hide views or move views to another location in the Developer tool workbench, you can reset the
Developer tool perspective to the default values. Click Window > Reset Perspective.

Use keyboard shortcuts.

You can use keyboard shortcuts to complete tasks in the Developer tool. To view the keyboard
shortcuts, click Help > Key Assist.

20 Chapter 2: Setting Up Informatica Developer

CHAPTER 3

Reviewing Source Data

This chapter includes the following topics:

• Reviewing Source Data Overview, 21

• Step 1. View a Mapping Source, 22
• Step 2. Run a Column Profile, 25
• PowerCenter Express Tips, 28

Reviewing Source Data Overview

In this lesson, you view data in a sample flat file and run a column profile to evaluate the structure of the
source data.

Lesson Concepts
A physical data object is the representation of data that is based on a flat file or relational database. You
import physical data objects into the Developer tool so that you can read data from data sources, look up
data from data sources, or write data to data sources. You can use a physical data object as a source or a
target in a mapping. You can review the source data before you transform the data.

A profile is a set of metadata that describes the content and structure of a data set. Data profiling is often the
first step in a project. You can run a profile to evaluate the structure of data and verify that data columns
contain the types of information that you expect. If a profile reveals problems in data, you can define
processes in your project to fix the problems. For example, if a profile reveals that a column contains values
of greater than expected length, you can design data quality processes to remove or fix the problem values.

Lesson Objectives
In this lesson, you complete the following tasks:

• View data in the SALES_TRANSACTIONS data source.

• Run a column profile on the SALES_TRANSACTIONS data source.

Lesson Prerequisites
Before you start this lesson, complete the first lesson in this tutorial.

Lesson Timing
Set aside 15-20 minutes to complete the tasks in this lesson.

21
Step 1. View a Mapping Source
View a mapping source to review the data that the source contains.

1. Close the Marketplace tab and the Connection Explorer view.

2. In the Object Explorer view, expand Physical Data Objects in the SharedObjects folder located in the
Samples project.
3. Double-click the SALES_TRANSACTIONS flat file data object.
The Developer tool opens the object. The Overview view displays the column properties configured for
the flat file data object.
The following figure shows the Overview view:

4. Select the SELLING_PRICE column.

5. Change the Native Type to number, the Precision to 8, and the Scale to 2.
6. Click File > Save to save the changes to the column.
7. Select the Read view.
The Data Integration Service uses the properties configured in the Read view when it reads data from
the flat file. Select the SALES_TRANSACTIONS source transformation to view general, column, and
format properties. The SALES_TRANSACTIONS source transformation displays the native datatypes
that are specific to the flat file source.
Select the Output transformation to view run-time properties that the Data Integration Service uses when
it reads data from the file. The Output transformation displays the transformation datatypes that the Data
Integration Service uses to move data across platforms. When the Data Integration Service reads source
data, it converts the native datatypes to the comparable transformation datatypes before transforming
the data.

22 Chapter 3: Reviewing Source Data

 The following figure shows the Read view of the SALES_TRANSACTIONS data object:

8. Select the Write view.

The Data Integration Service uses the properties configured in the Write view when it writes data to the
flat file. Select the Input transformation to view run-time properties that the Data Integration Service uses
when it writes data to the file. The Input transformation displays the transformation datatypes that the
Data Integration Service uses to move data across platforms.
Select the target transformation to view general, column, and format properties. The target
transformation displays the native datatypes that are specific to the flat file target.
The following figure shows the Write view of the SALES_TRANSACTIONS data object:

9. Select the Data Viewer view.

Step 1. View a Mapping Source 23

 The following figure shows the Data Viewer view:

10. Click Choose to filter the data to view.

The Select dialog box appears.
11. Move the following columns from the Available panel to the Selected panel:
• CUST_NO
• PRODUCT
• TRANSACTION_DATE
• SELLING_PRICE
• QUANTITY
The following image shows the selected columns:

12. Click OK.

24 Chapter 3: Reviewing Source Data

 13. Click Run in the Data Viewer view.
The Output window displays the selected data in the SALES_TRANSACTIONS.dat file.
The following figure shows the previewed data in the Data Viewer view:

Step 2. Run a Column Profile

A column profile analyzes the data quality of selected columns. Run a column profile on the
SALES_TRANSACTIONS data source to view the patterns of data in the SELLING_PRICE column and the
frequencies with which these values occur.

1. In the Object Explorer view, select the SALES_TRANSACTIONS flat file data object.
2. Right-click the object and select Profile.
The New window opens.
3. Select Profile and click Next.
The New Profile window opens.
4. Click Browse, select the Tutorial_Objects folder, and click OK.

Step 2. Run a Column Profile 25

 The New Profile window shows the Tutorial_Objects folder in the Tutorial project as the location.

5. Verify that Run Profile on finish is selected.

6. Click Finish.
The Profile_SALES_TRANSACTIONS profile opens, and the Data Integration Service runs the profile.
7. Click Window > Show View > Progress to view the progress of the Profile_SALES_TRANSACTIONS
profile.
The Progress view opens.
8. When the Progress view reports that the profile finishes running, select the Results view.

26 Chapter 3: Reviewing Source Data

 The following figure shows the Results view of the profile and the Progress view that displays below the
open profile:

9. Under the Column Profiling section, select the SELLING_PRICE column.

10. Under the Details section, click the Show list and select Patterns.
The Details section shows the patterns found in the SELLING_PRICE column. The string 9(4).99 in the
Pattern column refers to records that contain four-figure selling prices. The string 999.99 refers to
records that contain three-figure selling prices. The string 9(5).99 refers to records that contain five-
figure selling prices.

Step 2. Run a Column Profile 27

 The following figure shows the patterns found in the SELLING_PRICE column:

11. In the Pattern column, double-click the string 9(4).99.

The Data Viewer view runs and displays records where the SELLING_PRICE column contains a four-
figure price.

PowerCenter Express Tips

Use the following tip when you review source data.

Export data.

You can export the data that displays in the Data Viewer view to a tab-delimited flat file, such as a TXT
or CSV file. Export data when you want to create a local copy of the data. To export the data, right-click
a row of data in the Data Viewer view and select Export Data.

You can also export column values and column pattern data from profile results to a tab-delimited flat
file, such as a TXT or CSV file. To export column values and column pattern data from a profile, click the

Export Patterns to File button ( ) in the Details section of the Results view.

28 Chapter 3: Reviewing Source Data

CHAPTER 4

Developing a Mapping
This chapter includes the following topics:

• Developing a Mapping Overview, 29

• Step 1. Create a Mapping, 30
• Step 2. Add a Transformation to the Mapping, 31
• Step 3. Add a Target to the Mapping, 34
• Step 4. Run the Mapping and Review Results, 37
• PowerCenter Express Tips, 39

Developing a Mapping Overview

In this lesson, you develop a mapping that aggregates data in a source flat file and then writes the results to
a target flat file. You run the mapping and review the results.

Lesson Concepts
A mapping is a set of inputs and outputs that represent the data flow between sources and targets. You link
the sources and targets with transformation objects that define the rules for data transformation. Use an
Aggregator transformation in a mapping to perform aggregate calculations, such as averages and sums.

After you validate and save a mapping, you can run the mapping in the Developer tool. When you run a
mapping, the Data Integration Service uses the instructions configured in the mapping to read, transform, and
write data.

You can also add a mapping to an application and deploy the application to the Data Integration Service.
Deploy a mapping to the Data Integration Service so that you can run mappings from the command line.

Lesson Objectives
In this lesson, you complete the following tasks:

• Create a mapping that uses the SALES_TRANSACTIONS flat file data object as a source.
• Add an Aggregator transformation to the mapping that calculates the total and average sales by
dealership.
• Add a flat file data object to the mapping as a target so that the mapping writes the total and average
sales to a flat file.
• Run the mapping and review the results in the target file.

29
 Lesson Prerequisites
Before you start this lesson, complete the earlier lessons in this tutorial.

Lesson Timing
Set aside 25-30 minutes to complete the tasks in this lesson.

Step 1. Create a Mapping

Create a mapping and add the SALES_TRANSACTIONS flat file data object as a source.

1. In the Object Explorer view, select the Tutorial_Objects folder.

2. Right-click and select New > Mapping.
3. In the Mapping dialog box, enter m_DealershipSales for the mapping name and click Finish.
The empty mapping opens in the editor.
4. In the Object Explorer view, expand Physical Data Objects in the SharedObjects folder located in the
Samples project.
5. Select the SALES_TRANSACTIONS flat file data object and drag it to the editor.
The Add to Mapping dialog box opens.
6. Select Read and click OK
The Read_SALES_TRANSACTIONS data object appears in the editor.

30 Chapter 4: Developing a Mapping

Step 2. Add a Transformation to the Mapping
Add an Aggregator transformation to the mapping to calculate the total and average sales by dealership.

1. Right-click in the editor, and select Add Transformation.

2. Select the Aggregator transformation and click OK.
An empty Aggregator transformation appears in the editor.
3. Select the Aggregator transformation in the editor.
4. In the Properties view, click the General tab.
5. Enter AGG_DealershipSales for the transformation name.
6. In the editor, select the DEALERSHIP port from the Read_SALES_TRANSACTIONS data object and
drag the port to the Aggregator transformation.
The Developer tool copies the DEALERSHIP port to the Aggregator transformation and links the ports.
7. Select the SELLING_PRICE port from the Read_SALES_TRANSACTIONS data object and drag the port
to the Aggregator transformation.
The Developer tool copies the SELLING_PRICE port to the Aggregator transformation and links the
ports.
The following figure shows the two ports linked to the Aggregator transformation:

8. In the Properties view of the Aggregator transformation, click the Ports tab.
9. For the DEALERSHIP port, select the checkbox in the Group By column.
When you group values, the Data Integration Service generates one row for each group.

Step 2. Add a Transformation to the Mapping 31

 The following figure shows the selected group by port:

10. Select Output Only and click the New button ( ) two times to create two output ports.
The Developer tool adds two ports under Output Only with default names of Field and Field1.
11. Select each output port and change the name, type, precision, and scale.
The following table describes the values to enter:

Port Name Type Precision Scale

TotalSales decimal 10 2

AverageSales decimal 10 2

The following figure shows the completed output ports:

12. Select the TotalSales output port.

13. In the Expression column, click the Open button ( ) to open the Expression Editor.
14. Use the point-and-click method in the Expression Editor to enter the expression.
a. Delete the TotalSales text in the Expression panel.
b. In the Functions tab, expand the Aggregate folder.

32 Chapter 4: Developing a Mapping

 c. Double-click the SUM function.
The SUM() function displays in the Expression panel.
d. Place the cursor inside the empty parentheses in the expression.
e. Click the Ports tab.
f. Double-click the SELLING_PRICE column.
The Expression Editor updates the expression to SUM(SELLING_PRICE).

g. Click Validate to validate the expression.

h. Click OK to close the Expression Editor.
15. Select the AverageSales output port.
16. In the Expression column, click the Open button ( ) to open the Expression Editor.
17. Use the point-and-click method to enter the following expression:
AVG(SELLING_PRICE)
18. Click Validate to validate the expression.
19. Click OK to close the Expression Editor.

Step 2. Add a Transformation to the Mapping 33

 20. Preview the Aggregator transformation data to make sure that it contains the expected results. In the
editor, right-click the Aggregator transformation and select Run Data Viewer.
The data calculated by the transformation appears in the Data Viewer view.

Step 3. Add a Target to the Mapping

Create a flat file data object and add columns named DealerID, TotalSales, and AverageSales. Add the flat
file data object to the mapping as a target so that the mapping writes the total and average sales to a flat file.

1. In the Object Explorer view, select the Tutorial_Objects folder.

2. Right-click and select New > Data Object.
3. Select Flat File Data Object and click Next.
4. In the New Flat File Data Object dialog box, select Create as empty and enter t_DealershipSales for
the data object name.

34 Chapter 4: Developing a Mapping

 The following figure shows the completed New Flat File Data Object dialog box:

5. Click Finish.
The t_DealershipSales data object opens.
6. In the Columns section of the Overview view, click the New button ( ) three times to create three
columns.
The Developer tool adds three columns with default names of Field, Field1, and Field2.
7. Select each column and change the name, native type, precision, and scale.
The following table describes the values to enter:

Column Name Native Type Precision Scale

DealerID string 10 0

TotalSales number 10 2

AverageSales number 10 2

Step 3. Add a Target to the Mapping 35

 The following figure shows the completed columns:

8. Click File > Save to save the data object.

9. Close the t_DealershipSales data object.
10. In the Object Explorer view, select the t_DealershipSales data object and drag it to the editor of the
m_DealershipSales mapping.
The Add to Mapping dialog box opens.
11. Select Write and click OK.
The Write_t_DealershipSales data object appears in the editor.
12. Drag ports from the Aggregator transformation to the flat file data object to link the ports.
The following table lists the ports to link:

Transformation Port Write Data Object Port

DEALERSHIP DealerID

TotalSales TotalSales

AverageSales AverageSales

36 Chapter 4: Developing a Mapping

 The following figure shows the linked ports:

13. Right-click in the editor, and select Validate.

If errors appear in the Validation Log view, fix the errors and validate the mapping again.
14. When the mapping is valid, click File > Save to save the mapping.

Step 4. Run the Mapping and Review Results

Run the mapping to read, transform, and write the data to the target. View the mapping log events and review
the results in the target file.

1. Right-click the editor of the m_DealershipSales mapping, and select Run Mapping.
The Run Mapping dialog box appears and displays the progress of the mapping run.
2. Click Window > Show View > Progress to view the progress of the mapping run.

Step 4. Run the Mapping and Review Results 37

 The Progress view opens.

3. Click the hyperlinked text that shows the result of the mapping run.
4. Click Go to Log.
The mapping log opens.

5. To save the log to a file, click File > Save a Copy As and choose a directory.

38 Chapter 4: Developing a Mapping

 6. To view the results written to the target file, navigate to the following target directory on the machine
where Informatica services is installed:
<PowerCenter Express Installation Directory>\tomcat\bin\target
7. Open the t_DealershipSales.out file with a text editor.
Each line of the file lists a dealership ID, the total sales for the dealership, and the average sales for the
dealership. For example, the first five lines of the file contain the following data:
1,808648.00,8423.42
2,1546814.00,11457.88
3,1505696.00,9070.46
4,1079045.00,9067.61
5,2034576.00,13297.88

PowerCenter Express Tips

Use the following tips when you develop mappings.

Link ports automatically.

When you link ports automatically, you can link by position or by name. When you link ports
automatically by name, you can specify a prefix or suffix by which to link the ports.

To link ports automatically, select Mapping > Auto Link, select the to and from objects, and then select
whether to link the ports by name or position. If you link ports by name, you can click Show Advanced
to specify a prefix or suffix for port names.

Align mapping objects as icons.

You can convert the mapping objects to icons and align the icons in the editor. To align mapping objects
as icons, click Layout > Arrange All Iconic.

Navigate mapping objects with a quick outline.

A quick outline displays objects that are dependent on a mapping object selected in the editor. You can
use the quick outline to sort dependent objects by name or by type, or to search for dependent objects.
Select an object in the quick outline to navigate to the object in the editor.

To display the quick outline, select the mapping or an object in the mapping and then click Navigate >
Quick Outline.

Use the point-and-click method to add functions and ports to a port expression.

When you create an expression, you can enter the expression manually or use the point-and-click
method. To minimize errors when you create an expression, select functions and ports from the point-
and-click interface.

To add a function to an expression, double-click the function on the Functions tab. To add a port to an
expression, double-click the port name in the Ports tab.

Add comments within the expression.

Add comments to describe the expression or to specify a valid URL to access business documentation
about the expression. The Data Integration Service ignores comments when processing the expression.

To add comments within the expression, use -- or // comment indicators.

PowerCenter Express Tips 39

CHAPTER 5

Running a Workflow
This chapter includes the following topics:

• Running a Workflow Overview, 40

• Step 1. Review the Mapping, 41
• Step 2. Create a Workflow, 43
• Step 3. Deploy and Run the Workflow, 45
• PowerCenter Express Tips, 46

Running a Workflow Overview

In this lesson, you review a sample mapping that joins data from two sources. You add the mapping to a
workflow. You deploy the workflow to the Data Integration Service and then run an instance of the workflow.

Lesson Concepts
A workflow is a graphical representation of a set of events, tasks, and decisions that define a business
process. You add a Mapping task to a workflow to run a mapping from the workflow. You connect workflow
objects with sequence flows to specify the order that the Data Integration Service runs the objects.

After you validate and save a workflow, you add the workflow to an application and deploy the application to
the Data Integration Service. You run a workflow instance from the deployed application. The Data
Integration Service uses the instructions configured in the workflow to run the events and tasks and to
evaluate the decisions.

Lesson Objectives
In this lesson, you complete the following tasks:

• Review a sample mapping that joins data from two flat file sources.
• Create a workflow and add a Mapping task that runs the sample mapping.
• Deploy the workflow to the Data Integration Service and then run an instance of the workflow.

Lesson Prerequisites
Before you start this lesson, complete the earlier lessons in this tutorial.

Lesson Timing
Set aside 10-15 minutes to complete the tasks in this lesson.

40
Step 1. Review the Mapping
Open and review a sample mapping that uses a Joiner transformation to join data from two flat file sources.

1. In the Object Explorer view, expand Mappings in the TransformationSamples folder located in the
Samples project.
2. Double-click the m_Customers_Transactions_Joiner mapping.
The Developer tool opens the mapping in the editor. The mapping contains two flat file sources. The
Read_UNIQUE_CUSTOMERS source contains information about each customer. The
Read_SALES_TRANSACTIONS source contains information about each sales transaction, including a
CUST_NO column that identifies the customer that made the transaction.
The following figure shows the m_Customers_Transactions_Joiner mapping open in the editor:

3. Select the Joiner transformation in the editor.

4. In the Properties view, click the Ports tab.
The ports include three master columns from the master source Read_UNIQUE_CUSTOMERS. The
ports also include all columns from the detail source Read_SALES_TRANSACTIONS as detail ports.

Step 1. Review the Mapping 41

 The following figure shows the Ports tab in the Properties view for the Joiner transformation:

5. Click the Join tab.

The transformation uses a normal join and ignores all rows of master and detail source data that do not
match the join condition.
6. Review the join condition.
The transformation uses the following join condition: CUSTOMER_NO=CUST_NO. The transformation uses
CUSTOMER_NO as the matching column to join the customer first name and last name in the master
source Read_UNIQUE_CUSTOMERS to the sales data in the detail source
Read_SALES_TRANSACTIONS.
The folllowing figure shows the Join tab in the Properties view for the Joiner transformation:

7. Close the mapping in the editor.

42 Chapter 5: Running a Workflow

Step 2. Create a Workflow
Create a workflow and add a Mapping task that runs the m_Customers_Transactions_Joiner sample
mapping.

1. In the Object Explorer view, select the Tutorial_Objects folder.

2. Right-click and select New > Workflow.
3. In the Workflow dialog box, enter wf_JoinCustomerTransactions for the workflow name and click Finish.
A workflow with a Start event and an End event opens in the editor.
4. In the Object Explorer view, expand Mappings in the TransformationSamples folder located in the
Samples project.
5. Select the m_Customers_Transactions_Joiner mapping and drag it to the editor.
A Mapping task with the same name as the mapping appears in the editor.

6. Select the Mapping task in the editor and click the General tab in the Properties view.
7. Enter mt_m_Customers_Transactions_Joiner for the Mapping task name.
8. Verify that the m_Customers_Transactions_Joiner mapping is selected.

Step 2. Create a Workflow 43

 The following figure shows the General tab in the Properties view for the Mapping task:

9. In the editor, hold the cursor over the Start event to display a yellow circle. Drag the yellow circle to the
Mapping task.
A sequence flow appears between the objects. Sequence flows connect workflow objects and determine
the order that the Data Integration Service runs the objects in the workflow.
10. Hold the cursor over the Mapping task to display a yellow circle. Drag the yellow circle to the End event.
11. Right-click in the editor, and select Align All to Grid.
The Developer tool arranges the objects in the editor based on data flow and aligns them to a grid.

12. In the editor, right-click and select Validate.

If errors appear in the Validation Log view, fix the errors and validate the workflow again.
13. When the workflow is valid, click File > Save to save the workflow.

44 Chapter 5: Running a Workflow

Step 3. Deploy and Run the Workflow
Deploy the workflow to the Data Integration Service and run an instance of the workflow.

1. In the Object Explorer view, expand Workflows in the Tutorial_Objects folder.

2. Right-click the wf_JoinCustomerTransactions workflow and select Deploy.
The Deploy dialog box opens.

3. Click Next.
4. Enter Tutorial_Application for the application name and click Finish.
5. In the Deploy Completed dialog box, click Run Object to run an instance of the deployed workflow.
6. In the Run Object dialog box, verify that the workflow is selected and then click OK.
The Developer tool deploys the workflow and then the Data Integration Service runs an instance of the
workflow.
You can use the infacmd wfs startWorkflow command to run additional instances of the same workflow
from the deployed application. For more information, see the PowerCenter Express Command
Reference.

Step 3. Deploy and Run the Workflow 45

PowerCenter Express Tips
Use the following tips when you develop workflows.

Maximize the editor in the Developer tool when a workflow contains many objects.

If you are developing a workflow that contains many objects, you might want to maximize the editor so
that you can view all objects in the workflow. To maximize the editor, click Window > Navigation >
Maximize Active View or Editor.

Use the editor to find mapping and workflow objects that are open in the editor.

You can find mapping and workflow objects that are open in the editor. To display the fields below the
editor, select Edit > Find/Replace. To find an object, specify a search string and the types of objects to
find.

46 Chapter 5: Running a Workflow

CHAPTER 6

Monitoring a Workflow
This chapter includes the following topics:

• Monitoring a Workflow Overview, 47

• Step 1. Access the Monitoring Tool, 48
• Step 2. Monitor the Workflow and View Logs, 49
• PowerCenter Express Tips, 50

Monitoring a Workflow Overview

In this lesson, you access the Monitoring tool from the Developer tool. You use the Monitoring tool to monitor
the workflow instance and to view the workflow and mapping logs.

Lesson Concepts
Use the Monitoring tool to monitor the status of running workflow instances. You can view the state, unique
ID, start time, and elapsed time for each workflow instance. You can abort or cancel a running workflow
instance.

You also use the Monitoring tool to view logs for workflow instances. The workflow log file includes
information about errors, task processing, and expression evaluation in sequence flows. When a workflow
instance includes a Mapping task, the Data Integration Service generates a separate log file for the mapping.
The mapping log file includes any errors encountered during the mapping run and load summary and
transformation statistics.

Lesson Objectives
In this lesson, you complete the following tasks:

• Access the Monitoring tool from the Developer tool.

• Monitor the workflow instance and view the workflow and mapping logs.

Lesson Prerequisites
Before you start this lesson, complete the earlier lessons in this tutorial.

Lesson Timing
Set aside 5-10 minutes to complete the tasks in this lesson.

47
Step 1. Access the Monitoring Tool
Access the Monitoring tool from the Developer tool to begin the lesson.

1. Click Window > Show View > Progress to open the Progress view.
2. Click the Menu button ( ) and select Monitor Jobs.
The Choose Data Integration Service dialog box opens.
3. Select the Data Integration Service to which you deployed the workflow, and then click OK.
The Monitoring tool opens.

48 Chapter 6: Monitoring a Workflow

Step 2. Monitor the Workflow and View Logs
Monitor the workflow instance and view the workflow and mapping logs.

1. In the Navigator of the Monitoring tool, expand the application named Tutorial_Application, and then
select Workflows.
The contents panel displays the workflow instance that was run from the deployed application.

2. In the contents panel, expand the workflow instance, and then expand the Mapping task.
The contents panel displays details about the workflow instance, the Mapping task, and the mapping that
the Mapping task ran.

3. Select the workflow instance in the contents panel and then click Actions > View Logs for Selected
Object.
The File Download dialog box appears. Notice that the name of the workflow log uses the following
format: <workflow instance ID>_log.txt
4. Click Open to view the workflow log file.
5. Close the workflow log file.

Step 2. Monitor the Workflow and View Logs 49

 6. To view the mapping log, select the mapping in the contents panel and then click Actions > View Logs
for Selected Object.
7. In the File Download dialog box, click Open to view the mapping log file.

PowerCenter Express Tips

Use the following tips when you monitor workflow instances.

Filter workflow instances by state.

When you monitor workflow instances, you can filter the workflow instances by state. For example, you
might want to filter the workflow instances to display only the Failed workflow instances in the contents
panel.

To filter workflow instances by state, click the arrow above the State column in the contents panel and
select the state that you want to filter by.

View monitoring reports for the Data Integration Service or for an application.

You can view monitoring reports about objects that run on the Data Integration Service. For example,
you can view the Longest Duration Workflows report to determine the workflows that were running the
longest during the specified time period.

To view monitoring reports, select the Data Integration Service or an application in the Navigator. In the
contents panel, click the Reports view.

50 Chapter 6: Monitoring a Workflow

CHAPTER 7

Creating a Connection
This chapter includes the following topics:

• Creating a Connection Overview, 51

• Step 1. Create a Connection, 52
• PowerCenter Express Tips, 55

Creating a Connection Overview

In this lesson, you create a connection to a relational database. After you create the connection, you can
import data from the database as a physical data object, preview data in the database, run a profile on data
in the database, and run mappings that read from and write to the database.

Lesson Concepts
A connection is a repository object that defines a connection in the domain configuration repository. Create
connections to access data from relational databases, ODBC data sources, social media data sources, or
third-party web services.

In this lesson, you create a connection to a relational database. You can create a connection to any of the
following relational database types:

• IBM DB2
• Microsoft SQL Server
• Oracle
In addition, you can create a JDBC or an ODBC connection to access tables in a relational database through
JDBC or ODBC. The properties that you configure for a connection depend on the database type.

The Developer tool stores connections in the domain configuration repository.

Note: All of the physical data objects in the Samples project in the Model repository are flat file data objects.
Flat file data objects do not require a connection. As a result, the domain configuration repository does not
contain sample connections.

Lesson Objectives
In this lesson, you complete the following task:

• Create a connection to a relational database.

51
 Lesson Prerequisites
Before you start this lesson, verify the following prerequisites:

• You have the relational database host name and port number.
• You have a username and password to connect to the relational database.

Lesson Timing
Set aside 5-10 minutes to complete the task in this lesson.

Step 1. Create a Connection

Use the Developer tool to create a connection to a relational database so that you can access data in the
database.

1. In the Developer tool, click the Create Connection button ( ) in the tool bar.
The New Database Connection dialog box appears.

2. Select Databases for the connection category and click Next.

3. Enter a name for the connection.
The ID is a string that the Data Integration Service uses to identify the connection. You cannot change
this property after you create the connection. Default value is the connection name.
4. Click Browse to select the domain in which the connection exists.
5. Select the database connection type.

52 Chapter 7: Creating a Connection

 The following figure shows Oracle selected as the database connection type:

6. Click Next.
7. Enter a username and password to access the database.
8. Configure the remaining connection properties. The properties depend on the connection type.

Step 1. Create a Connection 53

 The following figure shows the properties for an Oracle connection:

9. Click Test Connection to verify that you entered the connection properties correctly and that you can
connect.
10. Click Finish.
The Add Connection dialog box appears.
11. Click Yes to add the connection to the Connection Explorer view.
The new connection appears in the Connection Explorer view.
You can use the connection to import data from the database as a physical data object, preview data in
the database, run a profile on data in the database, and run mappings that read from and write to the
database.

54 Chapter 7: Creating a Connection

PowerCenter Express Tips
Use the following tips when you manage connections.

Use the Connection Explorer view in the Developer tool to view data in a relational database.

You can add relational database connections to the Connection Explorer view. You can connect to the
relational database by right-clicking the database in the Connection Explorer view and selecting
Connect. Expand the database schema to view the tables, views, and synonyms in the schema.

Manage connections in the Developer tool and the Administrator tool.

You can use the Developer tool and the Administrator tool to create and manage connections. Any
connection that you create in one tool is available in the other tool.

To manage connections in the Administrator tool, click the Connections view in the Domain tab.

PowerCenter Express Tips 55

APPENDIX A

Glossary
application
A deployable object that can contain data objects, mappings, and workflows.

application service
A service that runs on the node in the Informatica domain. You manage application services in Informatica
Administrator or through the infacmd command program. Configure each application service based on your
environment requirements.

associated service
An application service that is associated with another application service. For example, the Model Repository
Service is associated with the Data Integration Service.

column profile
A type of profile that determines the characteristics of columns in a data source, such as value frequency,
percentages, patterns, and datatypes.

customized data object

A physical data object that uses one or more related relational resources or relational data objects as
sources. You use a customized data object to perform tasks such as join data from related resources or filter
rows. Customized data object uses a single connection and SQL statement for the source tables.

Data Integration Service

An application service that performs data integration jobs for Informatica Developer. Data integration jobs
include previewing data and running mappings, profiles, and workflows.

deploy
To make objects within an application accessible to end users. Depending on the types of objects in the
application, end users can then run mappings or workflows.

domain
A domain is the fundamental administrative unit for the Informatica node and services.

Data Transformation Manager (DTM)

The component of the Data Integration Service that extracts, transforms, and loads data to complete a data
transformation job. The DTM also runs profiles and data previews.
early projection optimization
Optimization method that reduces the amount of data that moves between transformations in the mapping.
With early projection optimization, the Data Integration Service identifies unused ports and removes the links
between the ports in a mapping.

early selection optimization

Optimization method that reduces the number of rows that pass through the mapping. With early selection
optimization, the Data Integration Service moves filters closer to the mapping source in the pipeline.

folder
A container for objects in the Model repository. Use folders to organize objects in a project and create folders
to group objects based on business needs.

Informatica Administrator
Informatica Administrator (the Administrator tool) is an application that consolidates the administrative tasks
for domain objects such as services, nodes, licenses, and grids. You manage the domain and the security of
the domain through the Administrator tool.

Informatica Developer
Informatica Developer (the Developer tool) is an application that you use to design data integration solutions.
The Model repository stores the objects that you create in the Developer tool.

Informatica Monitoring tool

Informatica Monitoring tool (the Monitoring tool) is an application that provides a direct link to the Monitoring
tab of the Administrator tool. The Monitoring tab shows properties, run-time statistics, and run-time reports
about the integration objects that run on a Data Integration Service.

logical data object

An object that describes a logical entity in an organization. It has attributes and keys, and it describes
relationships between attributes.

logical data object mapping

A mapping that links a logical data object to one or more physical data objects. It can include transformation
logic.

logical data object model

A data model that describes data in an organization and the relationship between the data. It contains logical
data objects and defines relationships between them.

logical data object read mapping

A mapping that provides a view of data through a logical data object. It contains one or more physical data
objects as sources and a logical data object as the mapping output.

logical data object write mapping

A mapping that writes data to targets using a logical data object as input. It contains one or more logical data
objects as input and a physical data object as the target.

Appendix A: Glossary 57
 mapping
A set of inputs and outputs linked by transformation objects that define the rules for data transformation.

mapplet
A reusable object that contains a set of transformations that you can use in multiple mappings or validate as
a rule.

Model Repository Service

An application service in the Informatica domain that runs and manages the Model repository. The Model
repository stores metadata created by Informatica products in a relational database to enable collaboration
among the products.

native authentication
The authentication method used to authenticate users logging in to PowerCenter Express applications. The
Service Manager stores group and user account information and performs authentication in the domain
configuration database.

node
A logical representation of a machine or a blade. Each node runs a Service Manager that performs domain
operations on that node.

permission
The level of access a user has to a metadata object. 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. You define object
permissions in Metadata Manager. An object can inherit permissions from the containing folder or resource.

physical data object

A physical representation of data that is used to read from, look up, or write to resources.

pipeline branch
A segment of a pipeline between any two mapping objects.

predicate expression
An expression that filters the data in a mapping. A predicate expression returns true or false.

predicate optimization
Optimization method that simplifies or rewrites the predicate expressions in a mapping. With predicate
optimization, the Data Integration Service attempts to apply predicate expressions as early as possible to
increase mapping performance.

privilege
An action that a user can perform in Informatica Developer. You assign privileges to users and groups for the
Informatica domain and the Repository Service.

privilege group
An organization of privileges that defines common user actions.

58 Glossary
profile
An object that contains rules to discover patterns in source data. Run a profile to evaluate the data structure
and verify that data columns contain the type of information that you expect.

project
The top-level container to store objects created in Informatica Developer. Create projects based on business
goals or requirements.

result set caching

A cache that contains the results of each SQL data service query or web service request. With result set
caching, the Data Integration Service returns cached results when users run identical queries. Result set
caching decreases the run time for identical queries.

rule
Reusable business logic that defines conditions applied to source data when you run a profile. Use rules to
further validate the data in a profile and to measure data quality progress. You can create a rule in
Informatica Analyst or Informatica Developer.

semi-join optimization
Optimization method that reduces the number of rows extracted from the source. With semi-join optimization,
the Data Integration Service modifies the join operations in a mapping. The Data Integration Service applies
the semi-join optimization method to a Joiner transformation when a larger input group has rows that do not
match a smaller input group in the join condition. The Data Integration Service reads the rows from the
smaller group, finds the matching rows in the larger group, and performs the join operation.

pushdown optimization
Optimization method that pushes transformation logic to a source or target database. With pushdown
optimization, the Data Integration Service translates the transformation logic into SQL queries and sends the
SQL queries to the database. The database runs the SQL queries to process the data.

service process
A run-time representation of a service running on a node.

transformation
A repository object in a mapping that generates, modifies, or passes data. Each transformation performs a
different function.

Appendix A: Glossary 59