Informatica Hands-on Session

Configure Domain and Add Repository

1. Open POWERCENTER REPORSITORY MANAGER

2. Click Repository in the main menu >> Configure Domains
3. Click Add a new Domain button
4. Give Domain name, Gateway Host and Port number >> OK
5. The repositories under this domain is listed in the right window >> select the
repository >> OK
6. Right click the REPOSITORY in the left pane >> Connect >> username and pwd
>> CONNECT
7. It’s done

Repository manager
Adding folders to your REPOSITORY

After connecting your repository

1. Click Folder In the main menu

2. In the Folder Properties tab
a. Give the Folder name, Description
b. Select the Owner and Group form the list to which this folder belongs too
c. If you want to allow shortcuts to this folder CHECK Allow Shortcut option
d. Status should be Active
e. Provide READ/WRITE/EXECUTE access to OWNER, OWNER’S GROUP users
and others who have access to this repository.
f. Click OK

CREATE GROUP and give privileges in your REPOSITORY (In Version 8.6 and above
this section has been moved to ADMIN CONSOLE)

After connecting your repository

1. Click SECURITY >> MANAGE USERS AND PRIVILEGES in the main menu
2. Click GROUPS tab
3. Click ADD button in the left top (Below the X button)
4. Give Unique GROUP NAME, Description and Contact Info
5. Click ok
6. Go to PRIVILEGES tab
7. Click LIST GROUPS radio button (This will list all the groups in this Repository)
8. Provide the required access. (For example see Developer group which has only
development task access)

Check the dependent jobs of a particular SOURCE object

After connecting your repository

 1. Double click on your folder to expand
2. Click on the Sources folder (You will be able to see the Sources in main page)
3. Right click on the Source object
4. Select workflows (The object types you want to see)
5. Press OK to view the dependent jobs of this particular source.

Check for any object lock in this repository (In Version 8.6 and above this section
has been moved to ADMIN CONSOLE)

After connecting your repository

1. Click EDIT >> Show locks

2. If Locks exists >> Click that particular record >> END LOCK

Check for active connections in this repository (In Version 8.6 and above this
section has been moved to ADMIN CONSOLE)

After connecting your repository

1. Click EDIT >> Show User Connections

Mapping designer
Import flat file as your Source

Save the above file in your local system.

Open mapping designer tool, connect to your repository

1. Right click your folder and Open

2. Select Source Analyzer tab
3. Click Sources in the main menu
4. Select Import from File option
a. Select your source file (Import source definition window is opened)
b. Select Delimited option
c. Type a unique name for this source
d. Select “Import Field names from first line” option
e. Click Next
f. Select Delimiters >> Others type in Pipe symbol (Make sure to Uncheck all
other delimiters)
g. Text qualifier should be No quotes
h. Give Next
i. Select data type and column name for all the columns
j. Click Finish
 k. Ctrl + S
5. It’s done

Create a Target definition - Table (Oracle)

Make sure to have the table in Oracle before importing the table definition

CREATE TABLE <TABLE NAME>

(
EMP_ID NUMBER(3),
EMP_NAME VARCHAR2(11 CHAR),
DOJ Date,
DEPT_ID NUMBER(5),
SALARY NUMBER(5),
GRADE VARCHAR2(2 CHAR)
)

Your designer tool should be open and connected to your repository, folder

1. Select Target Designer tab

2. Select Target >> Import from Database from the main menu
3. Select the ODBC name
4. Type In User name and pwd
5. Expand Table folder and select your Table
6. Give OK (Your Target table definition is created)
7. Ctrl + S

Develop a Mapping (File to Oracle Table)

Your designer tool should be open and connected to your repository, folder

Make sure your Source definition and Target definition are created.

1. Open Mapping Designer tab

2. Drag Source Definition from source folder to the mapping designer window
3. Type in a mapping name prefixed with ‘m_’ (make sure the name is unique)
You will be able to see a Source qualifier created with the Source definition, this is to
qualify the source data type etc to Informatica standards.
4. Drag Target definition from Target folder to the mapping designer window
5. Now, you need to MAP the source columns to the target columns
6. Ctrl + S
7. You’ve created a mapping.

Workflow manager
Create a session for the above developed mapping
 1. Open Workflow manager and Connect to your repository, folder.
2. Go to Workflow Designer tab
3. Click Workflows >> Create in the main menu
4. Type a Workflow name, ex. ‘wkf’ prefixed with mapping name
5. Click OK (You can see a Start task in the workflow designer window)
6. Now Click Tasks >> Create in the main menu
7. Select SESSION and Type a Session name, ex. ‘s’ prefixed with your mapping
name.
8. Press Create button
9. Select your mapping from the list of mappings available in the window and press
OK and Done
10. Go to Tasks >> Link Task
11. Click on the START task and drag it to your SESSION task.
12. Right click your SESSION and press EDIT
13. Go to Mapping tab
14. Click ‘SQ source’ instance - Your source file definition
15. On the properties tab, Type the Source file directory path and source file name
(Make sure the source file is placed at the mentioned path)
16. Click the Target instance,
17. On the connections tab, select the target Native relational connection.
18. On the properties tab, make sure to change the following -
a. Target load type - Normal
b. Table name prefix - Your Oracle table schema name
19. Press Apply and Ok
20. Ctrl + S (to save the workflow)

Run a workflow through workflow manager

1. Open Workflow manager and Connect to your repository, folder.

2. Open your workflow
3. Go to Workflow >> Start workflow

Workflow monitor
Check the status of the executed workflow in Monitor

1. Open Workflow Monitor and Connect to your repository, Integration services

and open your folder.
2. You will be able to see the list of running workflows.
3. Right click your Session (beneath your workflow) >> Get Run Properties and In
the Task Details (Bottom window) you will be to see the start and end time of the
job, success records etc.
4. Verify the same with your Oracle table.
 Transformations
EMPLOYEE

EMP_ID EMP_NAME DOJ DEPT_ID SALARY GRADE

101 Arun, K 12-Oct-2003 10001 25000 PA
102 Aakash, M 01-Oct-2005 10002 20000 PA
103 Philip, J 05-Jan-2009 10003 25550 PA
104 John, A 04-Feb-2003 10004 45000 SA
105 Kishore, O 12-Mar-2001 10005 32000 A
106 Millan, P 14-Apr-2002 10001 23000 PA
107 Srikanth, Y 15-May-2003 10003 24000 PA
108 Samy, L 16-Jun-2004 10005 35000 A
109 Ricky, P 17-Jul-2005 10004 45000 SA

DEPARTMENT

DEPT_ID DEPT_NM
10001 BFS
10002 HC
10003 LS
10004 Retail
10005 Manlog

Transformations

1. Expression
2. Filter
3. Sorter
4. Aggregator
5. Lookup

Expression transformation:

Note: You are going to covert the DOJ in string format to DATE format

1. In the Mapping Designer, open a mapping.

2. Click Transformation > Create. Select Expression transformation.
3. Enter a name and click Done.
4. Select and drag the ports from the source qualifier or other transformations to add to
the Expression transformation.
5. You can also open the transformation and create ports manually.
a. Create a port ‘o_DOJ’, Datatype should be DATE/TIME
b. Make it as OUTPUT port
c. Click the Expression window
 d. Type TO_CHAR(<INPUT_FIELD>,<DATE FORMAT>) ex. to_date(DOJ,'dd-
mon-yyyy')
e. Click VALIDATE >> OK >> APPLY
f. Close the Edit transformation window
6. MAP the output ports to the respective downstream port (from the
EXPRESSION Transformation, port o_DOJ) to a next transformation or target.
7. Ctrl + S
8. Refresh and Validate the session in the Workflow manager
9. Ctrl + S
10. Run the workflow

Filter transformation:

Note: You are going insert the records with DEPT_ID = 10001

1. In the Mapping Designer, open a mapping.

2. Click Transformation > Create. Select Filter transformation.
3. Enter a name for the transformation. Click Create and then click Done.
4. Select and drag all the ports from a source qualifier or other transformation to add
them to the Filter transformation.
5. Double-click on the title bar and click on Ports tab. You can also manually create
ports within the transformation.
6. Click the Properties tab to configure the filter condition and tracing level.
7. In the Value section of the filter condition, open the Expression Editor.
8. Enter the filter condition you want to apply. The default condition returns TRUE.
9. Use values from one of the input ports in the transformation as part of this condition.
10. Enter an expression. Click Validate to verify the syntax of the conditions you entered.
a. ex. DEPT_ID=10001
b. Click VALIDATE >> OK >> APPLY
11. Connect the output ports (from the FILTER Transformation) to a downstream
transformation or target.
12. Ctrl + S
13. Refresh and Validate the session in the Workflow manager
14. Ctrl + S
15. Run the workflow

Sorter transformation:

Note: You are going insert the records into the table sorted by EMP_ID Descending order

1. In the Mapping Designer, click Transformation > Create. Select the Sorter
transformation.
2. Enter a name for the Sorter and click Create.
The Designer creates the Sorter transformation.
3. Click Done.
4. Drag the ports into the Sorter transformation.
The Designer creates the input/output ports for each port you include.
 5. Double-click the title bar of the transformation to open the Edit Transformations
dialog box.
6. Select the Ports tab.
7. Select the ports you want to use as the sort key. (ex. EMP_ID)
8. For each port selected as part of the sort key, specify whether you want the
Integration Service to sort data in ascending or descending order. (ex. Descending
order)
9. Select the Properties tab, modify the Sorter transformation properties. (if any, like
select only distinct Records)
10. Click OK.
11. Map the ports to the downstream transformation.
12. Ctrl + S
13. Refresh and Validate the session in the Workflow manager
14. Ctrl + S
15. Run the workflow

Aggregator transformation:

Note: You are going to find out the SUM (SALARY) Group by DEPT and insert it into the
target table. Before staring the below instruction make sure you have the below mentioned
table created in your Database, and the target definition has been imported in your folder in
mapping designer

CREATE TABLE SUM_DEPT_<YOUR ID>

(
DEPT_ID NUMBER(5),
SALARY NUMBER(5)
);

1. In the Mapping Designer, click Transformation > Create. Select the Aggregator
transformation.
2. Enter a name for the Aggregator, click Create. Then click Done.
The Designer creates the Aggregator transformation.
3. Drag the ports (DEPT_ID and SALARY) to the Aggregator transformation
from the expression or Source qualifier transformation.
4. Double-click the title bar of the transformation to open the Edit Transformations
dialog box.
5. Select the Ports tab.
6. Click the group by option for each column you want the Aggregator to use in
creating groups. (ex. DEPT_ID)
Optionally, enter a default value to replace null groups.
7. Click Add to add an expression port. (Name it as ‘SUM_SALARY’)
The expression port must be an output port. Make the port an output port by
clearing Input (I).
8. Open the Expression window type the expression. (ex. sum(SALARY))
a. Click VALIDATE >> OK >> APPLY
 9. Connect the output ports (from the Aggregator Transformation) to a downstream
transformation or target. (The output ports should be DEPT_ID and SUM_SALARY)
10. Ctrl + S
11. Refresh the session in the Workflow manager
12. Define the Relational connection for the new target instance.
13. Ctrl + S the Workflow and Validate the workflow
14. Run the workflow

Lookup transformation:

Note: Create a new column in your target table DEPT_NM.

Using DEPT_ID in your source, you need to pull out the DEPT_NM from the lookup table
DEPARTMENT

DEPT_ID DEPT_NM
10001 BFS
10002 HC
10003 LS
10004 Retail
10005 Manlog

Before staring the below instructions please make sure to create the below mentioned
tables in your database and import new target definition in your mapping designer –

CREATE TABLE EMPLOYEE_DEPT_165603 -- new target table

(
EMP_ID NUMBER(3),
EMP_NAME VARCHAR2(11 CHAR),
DOJ Date,
DEPT_ID NUMBER(5),
SALARY NUMBER(5),
GRADE VARCHAR2(2 CHAR),
DEPARTMENT VARCHAR2(11 CHAR)
);

CREATE TABLE DEPARTMENT_165603 -- lookup table

(
DEPT_ID NUMBER (5),
DEPT_NM VARCHAR2(11 CHAR)
);

INSERT INTO DEPARTMENT_165603 VALUES (10001, 'BFS');

INSERT INTO DEPARTMENT_165603 VALUES (10002, 'HC');
INSERT INTO DEPARTMENT_165603 VALUES (10003, 'LS');
INSERT INTO DEPARTMENT_165603 VALUES (10004, 'Retail');
INSERT INTO DEPARTMENT_165603 VALUES (10005, 'Manlog');

1. To create a Lookup transformation, open a mapping in the Mapping Designer.

2. Click Transformation > Create. Select the Lookup transformation.
3. Enter a name for the transformation. Click OK.
 4. In the Select Lookup Table dialog box, choose one of the following options for the
lookup source:
Source definition from the repository.
Target definition from the repository.
Source qualifier from the mapping.
Import a relational table or file from the repository.
(In our case, you need to Import the new lookup table which has been created. Table
name DEPARTMENT_<your id>)
5. Double click the Lookup transformation and Go to Ports tab.
6. Create a new input port ‘in_DEPT_ID’; make sure the Data_type, precision and
scale are as per the database table.
7. Go to Conditions tab, Create the condition as DEPT_ID = in_DEPT_ID
8. Give Apply and OK
9. Map the Source DEPT_ID (Or Previous transformation) to in_DEPT_ID port in the
lookup transformation.
10. MAP the DEPT_NM in the lookup transformation to the DEPT_NM in the TARGET
with other ports mapped to your target from the source.
11. Ctrl + S the mapping
12. Go to Workflow manager, Refresh the SESSION, and set the RELATIONAL
CONNECTION for the LOOKUP TABLE and to your new TARGET TABLE.
13. Ctrl + S your workflow.
14. Run your workflow.

Try to create the following transformation!!!

1. Sequence generator
2. Rank transformation
3. Router
4. Joiner
5. Update strategy
6. Union
7. Stored procedure

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