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Getting Started

Informatica PowerCenter

(Version 8.1.1)

Informatica PowerCenter Getting Started

Version 8.1.1

September 2006

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing

restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be

reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation.

Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as

provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR

52.227-14 (ALT III), as applicable.

The information in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing.

Informatica Corporation does not warrant that this documentation is error free.

Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerMart, SuperGlue, Metadata Manager, Informatica Data

Quality and Informatica Data Explorer are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout

the world. All other company and product names may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies,

Informatica PowerCenter products contain ACE (TM) software copyrighted by Douglas C. Schmidt and his research group at Washington University and

Portions of this software contain copyrighted material from The JBoss Group, LLC. Your right to use such materials is set forth in the GNU Lesser General

Public License Agreement, which may be found at http://www.opensource.org/licenses/lgpl-license.php. The JBoss materials are provided free of charge by

Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness

for a particular purpose.

Portions of this software contain copyrighted material from Meta Integration Technology, Inc. Meta Integration® is a registered trademark of Meta Integration

Technology, Inc.

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit and redistribution of this software is subject to terms available

package, which is open source software, written by Philip Hazel. The source for this library may be found at ftp://ftp.csx.cam.ac.uk/pub/software/programming/

pcre.

or without modification, are permitted only as authorized by the OpenLDAP Public License, available at http://www.openldap.org/software/release/license.html.

This Software is protected by U.S. Patent Numbers 6,208,990; 6,044,374; 6,014,670; 6,032,158; 5,794,246; 6,339,775 and other U.S. Patents Pending.

DISCLAIMER: Informatica Corporation provides this documentation “as is” without warranty of any kind, either express or implied,

including, but not limited to, the implied warranties of non-infringement, merchantability, or use for a particular purpose. The information provided in this

documentation may include technical inaccuracies or typographical errors. Informatica could make improvements and/or changes in the products described in

this documentation at any time without notice.

iii

Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

Other Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Visiting Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Visiting the Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Visiting the Informatica Developer Network . . . . . . . . . . . . . . . . . . . . . ix

Visiting the Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . ix

Obtaining Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Chapter 1: Product Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

PowerCenter Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Service Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Application Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

PowerCenter Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

PowerCenter Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

PowerCenter Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Data Stencil. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Repository Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Workflow Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Workflow Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Repository Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Integration Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Web Services Hub . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Data Analyzer Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Metadata Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Metadata Manager Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

PowerCenter Repository Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

iv Table of Contents

Chapter 2: Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Using the PowerCenter Client in the Tutorial. . . . . . . . . . . . . . . . . . . . .26

Connecting to Databases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Chapter 3: Tutorial Lesson 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Creating Repository Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Connecting to the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Creating a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Assigning Privileges to a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Creating a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Creating a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Folder Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Creating Folders in This Tutorial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Creating Source Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

What Comes Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Chapter 4: Tutorial Lesson 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Creating Source Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Viewing Source Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Creating Target Definitions and Target Tables . . . . . . . . . . . . . . . . . . . . . . .51

Creating Target Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Creating Target Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

What Comes Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Chapter 5: Tutorial Lesson 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Creating a Pass-Through Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58

Creating a Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Connecting Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Creating Sessions and Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62

Configuring Database Connections in the Workflow Manager . . . . . . . . .63

Creating a Reusable Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Creating a Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Running and Monitoring Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Opening the Workflow Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Running the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Table of Contents v

What Comes Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Chapter 6: Tutorial Lesson 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Using Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Creating a New Target Definition and Target. . . . . . . . . . . . . . . . . . . . . . . . 78

Creating a Target Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Creating a Target Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Creating a Mapping with Aggregate Values . . . . . . . . . . . . . . . . . . . . . . . . . 82

Creating a Mapping with T_ITEM_SUMMARY . . . . . . . . . . . . . . . . . . 82

Creating an Aggregator Transformation . . . . . . . . . . . . . . . . . . . . . . . . . 82

Creating an Expression Transformation . . . . . . . . . . . . . . . . . . . . . . . . . 87

Creating a Lookup Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Connecting the Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Designer Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Using the Overview Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Arranging Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Creating a Session and Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Creating the Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Creating the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Running the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Viewing the Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

What Comes Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Chapter 7: Tutorial Lesson 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Creating a Mapping with Fact and Dimension Tables . . . . . . . . . . . . . . . . . 102

Creating Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Creating the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Creating a Filter Transformation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Creating a Sequence Generator Transformation . . . . . . . . . . . . . . . . . . 107

Creating a Stored Procedure Transformation . . . . . . . . . . . . . . . . . . . . 109

Completing the Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Creating a Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Creating the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Adding a Non-Reusable Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Defining a Link Condition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Running the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

What Comes Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

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