Sunday 15 December 2013

Informatica Administration Console


  1. It is a web based component from 8.0 versions on wards
  2. It is used to handle all admin activities
  3. Administrator is going to work only on this component
  4. Admin Activities:
    1. Creating Repository Services
    2. Creating Integration services
    3. Creating Users
    4. Creating Groups
    5.  Providing Permissions

Creating Repository Services:-

   1. Repository service is a storage location of informatica source ,
        target, mapping,task ,workflow …etc information.
   2. This information all together will store in database schema with the help 
       of 511 tables.

        Step 1: Starting Informatica Server:

           Start -> Control panel -> Administrative tools -> Services -> select Informatica 9.0.1 
           ->Right Click -> Click on start

       Step 2: open Informatica Administration Home Page:

          Start -> All programs -> Informatica -> Server -> Informatica Administration Home page

             Provide username : Administrator 
             Password             : Administrator

      Step 3: Creating Repository Schema in Database:

          Open SQL PLUS -> Type / as sysdba press Enter
          Create a user by executing below commands
               a. Create user ITECINFA identified by RRitec123;
               b. Grant DBA to ITECINFA;
               c. Conn ITECINFA@ORCL
              d. Password RRitec123
              e. Select count (*) from tab;

        




  3. Please Note that no tables are available in this schema.

             Step 4 : Configuring Repository Services in Admin Console
                           
                   1.Open Informatica Administration Home page -> Provide username and password
                      as Administrator -> Click on log in



           


              2. Under domain navigator select domain Domain_rritec
              3. Go to Action ->new ->Click on Power Center Repository Service
              4. Provide below information
                    a. Name : RRITEC_RS
                    b. select license and Node from Drop down -> Click Next






5. Provide below database information create in Step 3         
                                               a. Database type: Oracle
                                               b. Username: ITECINFA
                                               c. Password: RRitec123
                                              d. Connection String: ORCL   

                    6. Select 2nd radio button (i.e. No content….) -> click on Finish    


                

         7. Once Process is completed SQL PLUS execute “Select Count (*) form tab” and
                      notice that 511 tables are created.

     Step 5 : Changing Operating Mode from exclusive to normal:

                   8. Select RRITEC_REP repository -> click on repository properties Edit
                       -> Change operating mode from exclusive to normal ->Click on OK
                       ->Restart repository service by click on OK.

                                                                                                                                                                                                            Creating Integration Service:-      


                Integration services are useful to Read Metadata from Repository Services &
                Execute corresponding Workflows.

     Process:-

               1. Select Domain_rritec -> Go to Action menu -> Click on new 
                   ->Click on Power Center Integration services.
                                   a. Name : RRITEC_INT
                         b. Select License and Node from drop-down -> Click Next

    


        2. Provide Repository information as for below

                                            a.  Select Repository Service :  RRITEC_REP
                                            b.                        Username  :  Administrator
                                            c.                         Password : Administrator
                                           d.  Data Movement Mode     : ASCII
       3. Click on Finish.






     4. Repository Manager
                              1. Repository manager is Window based component
                              2. We can do below activities.
                                                      a. Add Repositories to client
                                                      b. Create folders
                                                      c. Deploy from one server to another server …etc.,

       Adding Repository:

                   1. Start -> All programs -> Informatica -> Client -> Power Center Client 
                      -> Power Center Repository Manager -> Click on OK.
                   2. Go to Repository menu -> click on Add Repository -> provide
                                                       a. Repository name: RRITEC_REP
                                                       b. Username          : Administrator & Click on OK.





               3. Right click on RRITEC_REP  repository -> Click on Connect -> provide
                                                       a. Username: Administrator
                                                       b. Domain: Domain_rritec
                                                       c. Password: Administrator -> Click on connect






               Create Folder:-
                           1. Select RRITEC_REP Repository -> Go to folder menu
                              ->Click on Create -> name it as RRITEC -> Click on OK
                             -> Again OK.




      5.Configuring RRITEC Database:

                  

                                              5.1 Configuring Source Database 

                  Step 1: Creating user SDBU and load tables into SDBU Schema

                                1. Open SQL PLUS ->Type / as sysdba press Enter
                                2. Create a user by executing below commands
                                                 a. Create user SDBU identified by RRitec123;
                                                 b. Grant DBA to ITECINFA;
                                                 c. Conn SDBU@ORCL
                                                d. Password RRitec123
                                                 e. Select count (*) from tab;
                              3. Go to RRITEC  lab copy -> lab data folder and take full path of driver
                                 and execute as for below.



                                 
                              4.Commit;

                                              5.2 Configuring Target Database

          Step 1: Creating user TDBU and load tables into TDBU Schema                                                                                                                                                                                                          
                                 1. Open SQL PLUS à Type / as sysdba press Enter
                                 2. Create a user by executing below commands
                                             a. Create user TDBU identified by RRitec123;
                                              b. Grant DBA to ITECINFA;
                                              c. Conn TDBU@ORCL
                                              d. Password  RRitec123
                                              e. Select count (*) from tab;
                                3. Go to RRITEC lab copy lab data folder and take full path of driver
                                    and execute as for below





6.HANDS ON -1:
                6.1 SOURCE_TARGET _IMPORT:
                             The exercises in this lab are designed to walk the student through the
                              process of creating source & target definitions by importing metadata
                              from a relational database table.
                                                                                  
                                 Exercise 1: Import  Source Schema                                                                                                    This exercise walks the student through the process of creating
                           a source definition from the EMPLOYEE table.

                  Step 1. Start the Power Center Designer:

                 1. Select Start -> Programs -> Informatica 9.0.1 -> Client -> Power Center
                    Client -> Power Center Designer.






                2. Click on OK 






                   Step 2. Connect to the Repository.

                    1. Select the RRITEC_REP repository.
                    2. Right Click on Repository RRITEC_REP | Connect.
                    3. The Connect to Repository dialog box appears




    
                     4. Enter the username and password As Administrator  
                     5. Click the Connect button.

               Step 3. Open the folder:





  





                      1. Right-click on the RRITEC folder and Select Open.
                      2. When a folder is opened for the first time, the Source Analyzer tool                                                               will be opened in the work space.

              Step 4. Open the Source Analyzer:

              1. The Workbook View allows easy navigation among open folders. 
                   If the Source Analyzer is not already open, select Tools | Source Analyzer, or 
                   click on  the Source Analyzer button in the toolbar.
              2. The Source Analyzer window opens by default maximized and with workbook
                  tabs. If your setting are different then do manual or ignore below two steps
                       a. Maximize the Source Analyzer window by clicking on 
                           the maximize window button.
                       b. Create workbook tabs at the bottom of the work space 
                           by selecting View Workbook.

             Step 5. Import the source definition:

                    A Power Center source definition defines the structure, or schema,
                    of source data to be read by the Power Center Server. 
                    For a relational source, this includes information about each of the columns 
                    – including key designation, data type, precision and scale.
                        1. Select Sources | Import from Database.
                        2. The Import Tables dialog box appears.






                    3. Click on ODBC Data Source                     
    



    > Click on System DSN tab 
-> Add ->Oracle in         







                     4. Finish -> Provide below information 

                                      Data Source Name : RRITEC_SOURCE
                                      TNS Service Name: ORCL
                                      User ID :sdbu          
                                                                              
                   5. Click on OK->OK
                   6. From Drop down of ODBC Data Source select RRITEC_SOURCE






                 7. Note that the Owner name field defaults to the username that was entered.

                     Enter the database username and password
                                 username: sdbu
                                 owner: SDBU
                                 password: Rritec123
               8. Click the Connect button.
               9. Once the Connect button changes to read Re-connect,
                   a direct connection to the source database has been established.
              10. In the Select Tables window, expand the database owner name (SDBU).
              11. Expand the TABLES node.

              12. Select the EMPLOYEE table:




            13. Click the OK button.
            14. The new source table definition now appears in the Source Analyzer work space:



            15. Note that the EMPLOYEE source definition is also added to the Sources 
                 node in the Navigator window:




                     Step 6. Edit the source definition:

                            1. In the Source Analyzer work space, double-click
                                on the header of the EMPLOYEE source definition.
                            2. The Edit Tables dialog box appears.
                            3. In the Table tab, Description field, enter the following text:
                              This source comes from the CRM system and includes all Sales 
                              Representatives from the Sales Department.






                  Note that the Description field can be used to add a description for 
                  each column
                  To associate a description with a particular column, highlight the column 
                  and enter a description in the Description field.

                       4. Select the Columns tab.
                       5. Select TYPE_CODE.
                      6. In the Description field (at the bottom of the dialog box), 
                       enter the following text: Human Resource Job Code ->Click Apply.




                   Step 7. Save all work.

                      1. Add the Repository toolbar to the Power Center client by selecting 
                          Tools | Customize.
                      2. The Customize dialog box appears.
                      3. Check the Repository check box on the Tool bars tab





                           4. Click OK.
                           5. The new toolbar appears at the top right of the Designer window





                   While working in the Power Center Designer, save often to avoid losing 
                    any changes! Save all work by selecting Repository Save 
                    or by typing Ctrl-S.

                        6. In the output window’s Save tab, scroll up for a message confirming 
                            your work is saved.

                Step 8. Clear the work space:

                  1. Right-click anywhere in the work space and select Clear All.
                  2. To view a source definition in the work space, select the 
                       source definition in the Navigator window, then drag and 
                      drop it into the Work space window.

                                      6.2 Exercise 2: Import a Target Schema

                    In this exercise, the student will import a target definition for the
                    relational database table, ODS_EMPLOYEE.

                Step 1. Open the Warehouse Designer:

                      Select Tools | Warehouse Designer, or Click  on the Warehouse
                      Designer button in the toolbar
                Step 2. Import the structure of the ODS_EMPLOYEE table:

                      1. Select Targets | Import from Database

                      2. The Import Tables dialog box appears.






                 3. Click on ODBC Data Source -> Click on System DSN tab
                      -> Add->Oracle in






                 4. Finish -> Provide below information
                            Data Source Name :RRITEC_TARGET
                            TNS Service Name: ORCL
                            User ID :tdbu
                5. Click on OK->OK
                6. From Drop down of ODBC Data Source select RRITEC_TARGET
                7. Enter the database username and password:
                           username: tdbu
                           owner: TDBU
                           password: Rritec123
               8. Click on Connect.
               9. Expand the database owner name.
             10. Expand the TABLES node.
             11. Select the ODS_EMPLOYEE table:




               12.Click the OK button.
               13. The new target table definition now appears in the
                      Warehouse Designer work space:



                  14. Note that the EMPLOYEE target definition is also added to the
                       Targets folder in the Navigator window:



           Step 3. Save the target definition:

                1. Save all work by selecting Repository | Save or by typing Ctrl-S.


         7. Hanson 02_Creating_Mapping

                Lab at a Glance

                        The exercises in this lab are designed to familiarize the student with the
                        process of creating a mapping. The student will also learn to navigate 
                        within the Mapping Designer tool.

              Objectives           

                       After completing the lab, the student will be able to:
                               

        • Open the Mapping Designer tool.
        • Create a new mapping.
        • Create an expression transformation.
        • Link sources, transformations, and targets within a mapping.
        • Modify and add ports to an expression transformation.
        • Validate a mapping.

                   
                       The completed mapping should look like this:




Exercises:

                                   7.1 Exercise 1: Create a Mapping

                   In this exercise, the student will create a mapping that represents the 
                   data flow between the EMPLOYEE source and the ODS_EMPLOYEE
                   target.
                  A mapping represents the data flow between sources and targets. 
                 The instructions defined in the mapping will tell the Informatica Server
                 how to read, transform and write the data.

             Step 1. Open the Mapping Designer tool:

                         1. In the Navigator window, select the RRITEC folder
                         2. Select Tools | Mapping Designer, or click the Mapping 
                             Designer button in the toolbar.

            Step 2. Create a new mapping:


                        1. Select Mappings | Create
                        2. The Mapping Name dialog box appears
                        3. Enter M_ODS_EMPLOYEE for the New Mapping name



                        4. Click the OK button.

          Step 3. Add source and target definitions:

                      1. In the Navigator window, expand the Sources and RRITEC_SOURCE 
                          nodes and locate the EMPLOYEE source definition




                  2. Drag-and-drop the EMPLOYEE source definition to the far left side 
                      of the work space.
                 3. In the Navigator window, expand the Targets node and locate the
                     ODS_EMPLOYEE target definition



               4. Drag-and-drop the ODS_EMPLOYEE target definition to the right side of
                   the work space.
               5. The work space should look as follows



              Note that an object called SQ_EMPLOYEE is automatically added to the 
              mapping above. This transformation object is called the Source Qualifier 
              and is required with all relational and flat file sources. It was created automatically 
              when an instance of the EMPLOYEE source definition was added to the mapping.

        Step 4. Rename and Examine the Source Qualifier Transformation:

                       1. Edit SQ_EMPLOYEE by double-clicking on the header.
                       2. The Edit Transformations dialog box appears.
                       3. Click the Rename button.
                       4. Enter SQ_EMPLOYEE in the Transformation Name field.
                      5. Click OK.
                      6. Click Apply.
                     7. Click on the Ports tab to view the port names, datatypes,
                        precision's and scales.




                          8. Click the OK button to close the dialog box.

            Step 5. Create an expression transformation:

                          1. If the toolbar is not visible, activate it by selecting Tools | Customize
                              then select the Transformations check box
                          2. Before the target is loaded, the FIRST_NAME and LAST_NAME ports 
                              for each row must be concatenated. This concatenation can be done in 
                              an Expression transformation.
                         3. Locate the Transformation toolbar




                      4. The default location is at the top of the Designer.
                      5. Click on the vertical bar at the beginning of the toolbar and drag the 
                          toolbar to the center of the Designer work space.

                     6. In order to give yourself more room to work, you may wish to toggle off the
                         navigator window. You can do this by selecting View – Navigator from
                         the menu or by clicking the “x” in the upper-right corner of the navigator.
                     7. Click on the Expression Transformation button in the toolbar.
                     8. Move the pointer in the work space to the right of the sq_EMPLOYEE 
                         source qualifier. In the work space, the cursor appears as cross hairs
                         Left-click the mouse.An Expression transformation is created.






           Step 6. Link the Source Qualifier to the Expression transformation:
                   1. In the SQ_EMPLOYEE source qualifier, hold down the Ctrl key and select the
                       following ports:
        •  EMPLOYEE_ID
        •  FIRST_NAME
        •  LAST_NAME
        •  DATE_HIRED
        •  TYPE_CODE
                 2. Drag the ports to an empty line of the expression transformation object and
                     release the mouse button.

          Step 7. Rename the Expression transformation:

                  1. Double-click on the header of the Expression transformation.
                  2. Click the Rename button.
                  3. Rename the transformation to exp_ODS_EMPLOYEE.

        Step 8. Modify/add ports to the Expression transformation:

                 1. Select the Ports tab.
                 2. Disable the output ports for FIRST_NAME and LAST_NAME 
                     by removing the check mark in the O (output) column. This will define the 
                     port as input only.
                 3. Click on the LAST_NAME column.
                 4. Click on the Add button to add a new port.
                5. Name the new port NAME_out.
                6. Verify the data type is string and increase the precision to 51.
                7. Disable the input port for NAME_out by removing the check mark in the
                   I (input) column. This will define the port as output only





            Step 9. Create an expression formula:

                       1) Note that a formula can also be typed in manually, if the names of 
                           the functions and ports are known. Click on the Expression column of the 
                           NAME_out port and notice the arrow that appears at the far right




                    2) Click on the arrow.
                   3) The Expression Editor dialog box appears.
                   4) Delete the text, NAME_out, in the Formula field.
                  5) Select the Ports tab on the left-hand side of the Expression Editor dialog box.




                     6) Double-click on the port FIRST_NAME. Note that it is added to 
                         the Formula field.

                     7) Click on the double-pipe button in the Operator keypad. 
                        The concatenation operator is added to the formula.
                    8) Click on the single-quote button.
                    9) Press the space bar once and click the single-quote button again. 
                        This will cause a space to be placed after the FIRST_NAME in the formula.
                  10) Click on the double-pipe button again.
                  11) Double-click on LAST_NAME. The concatenation formula is complete, 
                         and should look like this: FIRST_NAME||''||LAST_NAME
                  12) Click Validate.
                  13) Upon successful parsing of the formula, the Expression parsed
                         successfully message will appear.
                  14) Click OK.




                  15) Click OK to close the Edit Transformation dialog box.
                  16) Save the repository




         Step 10. Link the target definition:

                  1. Click on the following ports in exp_ODS_EMPLOYEE and drag them 
                       onto ODS_EMPLOYEE to link the ports:
        •  EMPLOYEE_ID -> EMPLOYEE_ID
        •  NAME_out -> NAME
        •  DATE_HIRED -> DATE_HIRED
        •  TYPE_CODE -->TYPE_CODE






                    2. The mapping is now complete. Right-click in the work space and 
                         select Arrange All – the mapping should look like the following:




Step 11. Validate the mapping:

      1. Save (CTRL+ S) the repository.
      2. Every time a repository is saved, mapping validation checks are performed.
      3. Click on the Save tab in the Output window.
      4. Expand the Output window and scroll up until the validation test details are visible:





                            5. Verify that there are no Errors.














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