In For Ma Tic A 7

Informatica 7.
1
Agenda
Day 1 DWH Concepts

Overview of ETL
Informatica 7.1 Architecture
Repository Server
Informatica Server
Repository Manager
Day 2 Overview of source Analyzer
Overview of Warehouse designer
Overview of Mapping Designer & Various Transformations available.
Overview of Mapplets designer & Transformation Developer
©Copyright 2004, Cognizant Academy, All Rights Reserved 2

Agenda
Day 3 Workflow Manager

Creating Tasks,Worklets and Workflows
Running the sessions and workflows.
Workflow Monitor
Day 4 Mapping Wizards
Performance Tuning
Day 5 Development Standards & AQUA

Case Studies

ETL
ETL(Extraction, Transformation and Loading) is a process by which data
is integrated and transformed from the operational systems into the
datawarehouse environment
Filters and
Extractors
Cleanser
Error
Operational systems Cleaning View
Rules Check
• Rule 1 Correct
• Rule 2
• Rule 3
Transformation
Rules
• Rule 1
• Rule 2
• Rule 3
Transformation
Engine
Integrator
Error
View
Check
Correct Loader Warehouse

Extraction
80 tables
Oracle
Target
50 tables
Sybase
Text files
Transformation
Source
Emp Last First
id Name Name
10001 Jones Indiana
Staging Area
10002 Holmes Sherloc
k
Name =
Contact(First Name,
Last Name)
Indiana Jones
Sherlock Homes

Loading
Source Data
Warehouse
Direct Load
Staging Area grated

inte
m ed&
r a n sfor load
lean
,T data
C
Cleaning,
Transformation
& Integration of
Raw data

Informatica-7 Architecture

Informatica Components
Server Components
1. Informatica Server
2. Repository Server
Client Components
1. Repository Server Administration Console
2. Repository Manager
3. Designer
4. Workflow Manager
5. Workflow Monitor

Informatica Server Components

PowerCenter Server
• Manages the scheduling and execution of workflows

• The PowerCenter Server reads mapping and session information from
the repository. It extracts data from the mapping sources and stores the
data in memory while it applies the transformation rules that you
configure in the mapping. The PowerCenter Server loads the
transformed data into the mapping targets.
• The PowerCenter Server can achieve high performance using
symmetric multi-processing systems. The PowerCenter Server can start
and run multiple workflows concurrently. It can also concurrently
process partitions within a single session.

Informatica Server Configuration
Configuration of: Server Setup & Load
Manager details
Informatica Server is mapped

to the Repository here
Product, Database and Partitioning

licenses are updated here

Repository Server
• The Repository Server Manages the metadata in the repository database.

• The Repository Server manages repository connection requests from client
applications. For each repository database registered with the Repository
Server, it configures and manages a Repository Agent process. The
Repository Server also monitors the status of running Repository Agents,
and sends repository object notification messages to client applications.
• The Repository Agent is a separate, multi-threaded process that retrieves,

inserts, and updates metadata in the repository database tables. The
Repository Agent ensures the consistency of metadata in the repository by
employing object locking.

Repository Server Configuration
Repository Service
Configuration
Repository
Configuration

Informatica Client Components

Repository Server Administration Console
You can use the Administration Console to perform the following

tasks:
• Add, edit, and remove repository configurations.
• Export and import repository configurations.
• Create a repository.
• Promote a local repository to a global repository.
• Copy a repository.
• Delete a repository from the database.
• Back up and restore a repository.

Repository Server Administration Console Contd..
Registering Repository Server

Connecting to Repository Server

List of Repositories

Creating a Repository - Right click on Repository and Choose Add Repository

Repository Manager
• Used for administering the repository

• Allows to do the following tasks
• Perform Folder functions
• Create, edit and delete folders
• Copy a folder within a repository or to other repository
• Compare folders
• Implement Repository security
• Create, edit and delete repository users and user groups
• Assign and revoke repository privileges and folder permissions
• View locks and un-lock objects

Repository Manager Contd..
• Import and export repository connection information in the registry
• Analyze source/target, mapping dependencies
• View the properties of repository objects

Creating Folders
• Click on Folders>Create
• Enter folder name, description, owner, group and permissions

Creating Groups
• Connect to a repository
• To create Groups choose Security>Manage Users and Privileges
• Select Groups tab and then click Add

Creating Users
• To create Users choose Security>Manage Users and Privileges
• Enter a username
• Enter the password twice to confirm it

Creating Users Contd..
• Click Group Memberships
• To Add the user to a group, select the group in the Not Member list, and
click Add
• To Remove the user from a group, select the group in the Member List, and
click Remove
Assigning Privileges
Choose Security> Manage Users and Privileges> Privileges

Display Repository Users
Click Edit>Show User Connection to view the repository users

View/Remove Locks
• Locks prevent the users from duplicating or overriding work

• Choose Edit > Show Locks to view all the locked objects
• The dialog box shows
• Username locking the object
• Folder containing the object
• Version containing the object
• Object type(folder, session, reusable transformation etc.)
• Object name
• Lock type(Read,Write,Execute,Save,Fetch)
• Lock time, hostname,Application(Server Manager, Designer, Server
etc.)

Day 2

Overview of PowerMart Designer
Designer provides five tools with which to create mappings
• Source Analyzer
- to import or create source definitions for flat file, ERP, and relational sources
• Warehouse Designer
- to import or create target definitions
• Transformation developer
- to create reusable transformations
• Mapplet designer
- to create mapplets
• Mapping designer
- to create mappings

Designer Work Space
Source Transformation Mapping

Analyzer developer Designer
Mapplet
Warehouse
Designer
Repository Designer
Navigator
Output
Workspace

Source Analyzer
• Reads and analyzes schema information of operational databases and flat
files
• Stores metadata information in the repository
• How to import a source?
• choose Sources > Import from database/flat file
• To import a table enter ODBC data source, username, password

Source Analyzer
• Click on Connect button and the list of tables appears
• Select the tables which you will be using as source tables
• Click OK to add the selected tables into the Source analyzer work space
How to create a new Source?
• Choose Sources > Create
• Give a name to the new source, select the database type

• Click Create and then Done buttons to make the blank source appear in
workspace

Source Analyzer
• To enter column names, data types and field lengths double click on the newly
created source structure
• Click on the Columns tab
• Click on the ‘Add a new column’ button to add new columns in the source and
specify the details
• Click OK to accept changes

Warehouse Designer
Provides the following features

• Create a new target
• Import the target structure
• Create cubes and dimensions for multi-dimensional metadata analysis
How to create a new target?

• Choose Targets > Create
• Enter the name for the target table and the database type
• Double click on the empty target structure and enter the column names, data
type and field length same as done for creating sources
• Select the newly created table and choose from menu bar Target
>Generate/Execute SQL

Warehouse Designer
• Connect to the warehouse by giving ODBC data source,user id and

password
• Select the appropriate Generation options and click on Generate SQL
file button
• To view/ edit the SQL click on Edit SQL file
• To generate the tables in the database click on Execute SQL file
• Look at the Output window to check for errors in generation of the
target table in database

Warehouse Designer
How to import target table definition?
• Choose Target > Import from database
• Connect to the database by selecting the ODBC data source and the enter the
user name and password
• Select tables from the list of tables available in the database which will be used
as targets
• Click OK to get the tables in the workspace
Transformation Developer
•When a transformation needs to be created as reusable across

mappings then it is created in Transformation Developer
•When a set of transformation needs to be reused in a mapping it is
created in mapplet designer

Transformation …….
A Transformation is any part of mapping that generates or

modifies Data
Use the Transformation Developer to create reusable Transformations
Use Transformation Functions to convert Data

Transformations are of two types
TRANSFORMATIONS
ACTIVE PASSIVE

Active Transformations
An active Transformation can change the number of records

passed through it.
List of Active Transformations
1. Aggregator
2. Joiner
3. Normalizer
4. Rank
5. Source Qualifier

Passive Transformations
An Passive Transformation cannot change the number of records

count
List of Passive Transformations.
1. Lookup
2. Expression
3.External Procedure
4. Sequence Generator
5. Stored Procedure

Transformation Objects

Create transformation
Transformation Objects
To create a transformation
Click on Transformation > Create

Source Qualifier
Represents data temporarily stored on the PowerMart server

Expression
Perform custom calculations of a simple or complex nature, using

data from one or more input ports

Filter
Performs a test on all records before allowing them to be sent

to the next object

Router
Router is similar to filter, router also has the option to route rows
based on condition

Sorter
• The sorter transformation is an active transformation that allows you to sort relational and
flat file data based on a sort key.
• This can be used to improve Aggregator performance by provided it with sorted data.

Sequence Generator
Generates unique ID values in the same fashion as a sequence in
a relational database

Look-up
Looks up data from a table, view or synonym

Look-up Contd..
• Informatica server queries lookup table based on

lookup ports and lookup condition
• Lookup can be connected or unconnected
• Lookup can be cached or uncached
• Lookup policy on multiple match can be specified

Update Strategy
• Defines how the PowerMart server should handle updates to existing

records in targets: Insert, Update, Delete, Reject options at the mapping level
• Session can be configured to treat the rows as insert/update/delete

Joiner
• Joins data from disparate sources - such as mainframes, flat files and
relational databases
• Join sources are categorized as Master and Detail
• The possible join types are: Normal Join, Master Outer Join, Detail Outer
Join, Full Outer Join

Normalizer
•Normalizer is used to split the source rows into n number of rows
•Normalizer can be used to break out repeated data in a record to
multiple records as in the case of Cobol sources

Aggregator
Performs an aggregate calculation(Count, Average etc.)

Stored Procedure
Calls a database stored procedure and captures return values

Rank
• Rank transformation allows to select top/bottom rank of data

• It can be used for numeric and string values

How to create a mapping?

Mapping Designer
Ports
• To design the basic flow of data between source and targets
• Types: input, output, variable
Variable Ports
– For Aggregator, Expression and Rank transformations
– Use variables to
• simplify complex expression
• store temporary data
• store values from prior rows

Mapping Creation
How to create a Mapping?
• Open the Mapping designer workspace
• Choose Mappings > Create
• Give a proper name to the mapping
• Open the Sources from the navigator which you would have created/imported
using source analyzer
• Drag and drop the source table from navigator into the workspace

Mapping Creation Contd..

• Choose Transformation > Create to create a transformation object
• Select the type of transformation object you want to create and give a proper
name to it

• Drag and drop the required fields(ports) from Source Qualifier to the
transformation object

• Add new ports in the transformation object and define them as variable ports
to do complex transformation

• Open the Targets from the navigator which you would have created/imported
using Warehouse Designer
• Select the target table, drag and drop it into the designer workspace

• Drag and drop the output ports from the last transformation object to the
corresponding ports in the target
• Choose Repository > Save to store the mapping

• Check the output window for any errors
Compare Objects
The following repository objects can be compared
 Sources
 Targets
 Transformations
 Mappings and Mapplets
 Instances
 Folders
Note:
 Can not compare Repositories
 Can not compare objects of different types
 Read permission required for folders to compare them.
Source Compare

Copying Objects
The following objects could be copied

•Mapping and Mapplet
•Transformation Objects
•Sources and Targets

Mapplet Designer
Mapplet
• Reusable object that reflect set of transformation logic to use in multiple
mappings
• Like a single transformation object
• Expands at run time
Each Mapplet must include the following

• Exactly one input transformation or Source Qualifier transformation
• At least one output transformation

Creating a Mapplet
• Open the Mapplet designer workspace
• Choose Mapplets > Create
• Give a name to the Mapplet
• Create an input transformation to define mapplet input ports if the

mapplet contains no sources

Creating a Mapplet Contd..
• Double click on the object to define the input ports

• Create the transformation objects to be used in the mapplet
• One input transformation can be connected to only one transformation, so to
pass same values to two separate data flows,connect the input
transformation to another transformation and then split the data flow
• Use Output transformation to create output ports, creating one Output
transformation for each mapplet output group
• Connect all the input ports, ports in transformation objects and the output
ports to complete the data flow

• Choose Repository > Save to store the mapplet
• Check the output window for validation status
• If mapplet is not valid,correct the problem and re-save the Mapplet

Workflow Manager

Work Flow Manager
In the Workflow
Manager, you define a
set of instructions called
a Workflow to execute
mappings you build in
the Designer. Workflow
Generally, a workflow
contains a Session and
any other task you may
want to perform when
you execute a session.
Tasks can include a
Session, Email, or
Scheduling information.
You connect each task
with Links in the
workflow.
You can also create a

worklet in the Workflow Session Task Link
Manager. A Worklet is
an object that groups a
set of tasks.

Working with tasks
Type of Tasks
• Command
• Decision
• Event
• Email
• Timer
• Assignment
• Session

Session Task
A Session task is
created for each
Mapping you want
the Informatica
Server to run. The
Informatica Server
uses the
instructions
configured in the
Session to move
data from sources
to targets.

Command Task
The Command task allows you to

specify one or more shell
commands to run during the
workflow. For example, you can
specify shell commands in the
Command task to delete reject
files, copy a file, or archive target
files.
Standalone Command task:

You can use a Command task
anywhere in the workflow or
worklet to run shell commands.
Pre- and post-session shell

command: You can call a
Command task as the pre- or
post-session shell command for a
Session task.
Event Task
You can define events in the workflow to specify the sequence of task execution. The event
is triggered based on the completion of the sequence of tasks. Use the following tasks to
help you use events in the workflow:
Event-Raise task. Event-Raise task represents a user-defined event. Use the Event-
Raise task with the Event-Wait task to define events.
Event-Wait task. The Event-Wait task waits for an event to occur. Once the event
triggers, the Informatica Server continues executing the rest of the workflow.
 Pre-defined event. A pre-defined event is a file-watch event. For pre-defined
events, use an Event-Wait task to instruct the Informatica (Indicator File)
 User-defined event. A user-defined event is a sequence of tasks in the
workflow.
S4 waits till S3 completes
- with the help of Events

Email Task
Email task is used to send
email notifications during a
workflow.
You can create reusable Email
tasks in the Task Developer for
any type of email. Or, you can
create non-reusable Email
tasks in the Workflow and
Worklet Designer.
You can use Email tasks in any
of the following locations:
Session properties
Workflow properties
Workflow or Worklet

Decision Task
The Decision task allows you
to enter a condition that
determines the execution of
the workflow, similar to a link
condition.
The Informatica Server
evaluates the condition in
the Decision Task and sets
the pre-defined condition
variable to True (1) or False
(0).
You can use the Decision
task instead of multiple link
conditions in a workflow

Timer Task
The Timer task allows you to
specify the period of time to
wait before the Informatica
Server executes the next task in
the workflow.
You can choose to start the
next task in the workflow at an
exact time and date.
You can also choose to wait a
period of time after the start
time of another task, workflow,
or worklet before starting the
next task.
The Timer task has two types of
settings:
5.Absolute time
6.Relative time
Assignment Task
The Assignment
task allows you
to assign a
value to a user-
defined
workflow
variable.

Workflow
Use links to connect each tasks.

Worklet
A worklet is an
object that
represents a set of
tasks. It can contain
any task available in
the Workflow
Manager. You can
also nest a worklet
in another worklet.

WorkFlow Monitor
The Workflow
Monitor is a tool that
allows you to monitor
workflows and tasks.
You can view details

about a workflow or
task in either Gantt
Chart view or Task
view.
You can run, stop,

abort, and resume
workflows from the
Workflow Monitor.

Workflow Monitor Contd..
You can configure options specific to Gantt Chart and Task view.

WorkFlow Monitor Contd..
Gantt Chart View Task View

Replacing a relational database connection
•Workflow
manager>Connections>Replace
Development Standards

Naming Conventions
• Mapping - m_MappingName
• Mapplet - mplt_MappletName
• Session - s_MappingName
• Workflow - wf_SessionName
Transformation Naming Conventions

• Aggregator AGG_xxx • Stored Procedure SP_xxx
• Expression EXP_xxx
• Source Qualifier SQ_xxx
• Filter FIL_xxx
• Update Strategy UPD_xxx
• Joiner JNR_xxx
• Lookup LKP_xxx
• Normalizer NRM_xxx
• Rank RNK_xxx
• Sequence Generator SEQ_xxx

Coding Standards
• Use Shortcuts for Sources & Targets

• Use Transformation Ports (Input, Output, Variable) as required
• Verify the connections of ports between Transformations
• Verify the Type and Precision of ports between Transformations
• Use parameters and variables as required
Note: There will be as many user-defined rules in real time projects.

AQUA
A Cognizant Proprietary Product

AQUA - Automated Quality Analyzer
AQUA enhances the Quality of Informatica deliverables in terms of Rules
reduction in bugs and enforces development standards
Reports
Metrics

Case Studies

Moving Forward step-by-step
Step 1
Create a Regular Folder with name as Training_<Associate_ID>
Step 2
Create a User ID and grant Privilages to the user ID to your Folder
Step 3
Create a DSN Connection String
[The tutor will provide all the required information]
Step 4
Import the definition of the table EMPLOYEE (ASSID, DOJ, GRADE,
SPEC) in the Shared Folder using the above DSN

Step 5
Create a target definition in Warehouse Designer for SALARY (ASSID,
BPAY, SPA, PF, DOP) in the Shared Folder
Step 6
Generate the “Create SQL script” in the Target using the above DSN
and create the table in the database using the above DSN
Step 7
Create shortcuts for the Source and Target from the shared folder in the
Regular Folder
Step 8
Explore the added metadata thru repository manager

Step 9
Create a Mapping to compute the monthly Salary. Use
SRC_EMPLOYEE as the Source and TGT_SALARY as the Target.
Calculate Total Salary (BPAY + SPA - PF) using an Expression
transformation. Populate the target field DOP with current date.
Step 10
Create a Session for the above mapping. Set the Connection
Strings for the Source and Target. Set other Session level
properties.
[The tutor will provide all the required Connection information]
Step 11
Explore the Session & Workflow properties in Workflow Monitor. Get
the Workflow log and Session log and explore them

Moving Forward self-drive
Exercise 1
Create a new mapping to compute the monthly Salary. Use SRC_EMPLOYEE
as the Source and TGT_SALARY as the Target. Calculate Total Salary (BPAY
+ SPA - PF) using an Expression transformation. Populate the target field DOP
with current date.
Exercise 2
Add a Filter transformation to the above-created mapping with the following
filter condition “Salary > 10000”
Populate target, Emp_Tgt2 (Flat-file) with following fields - Emp_Id,
Emp_Name, Tot_Salary.
Exercise 3
Import table definitions of Emp_Src (Database) into Source.
Using a Router transformation,
Route the first 6-month salary details into Emp_Tgt1 (Flat-file)
and the next 6-month salary details into Emp_Tgt1 (Flat-file)

Exercise 4
Import table definitions of Emp_Src (Database) into Source. Use Sorter
transformation Sort by Emp_Id, Dept_Id. Load the records into Emp_Tgt
(Database).
Exercise 5
Import table definitions of Emp_Src (Database) into Source. Use Sequence
Generator transformation to create Serial Number. Load the records into a flat
file.
Exercise 6
(i) Import table definitions of Emp_Src (Database) into Source & Dept_Src
(database) into Look-up transformation. Using Dept_Id as Look-up key, load
records into Dept_Tgt (Database).
(ii) Import table definitions of Coll_Details (Database) into Source & Dept_Src
(database) into Look-up transformation. Using Dept_Id as look-up key, load
records into a flat-file.

Exercise 7
Import table definitions of Emp_Src (Database) into Source. Using Update
Strategy transformation, perform a look-up on Dept_Tgt (created in Q 6i). If
the record is present Update else Insert the new record in Dept_Tgt.
Exercise 8
Use Joiner transformation to implement Q 6i.
Exercise 9
Import table definitions of Emp_Sal (Database) into Source. Using Normalizer
transformation obtain records in the following format. Load the target table
Emp_Sal_Tgt (Database).
Emp_Sal
Emp_Id Emp_Name Jan_Sal Feb_Sal Mar_Sal
1 John 5000 10000 8000
Emp_Sal_Tgt
Emp_Id Emp_Name Month Salary
1 John January 5000
1 John February 10000
1 John March 8000

Exercise 10
Import table definitions of Emp_Sal (Database) into Source. Using Aggregator
transformation, group records by Dept_Id. Calculate Avg_Sal, To_Sal &
Cnt_Rcrds for each Dept_Id. Populate into a flat-file.

Test your understanding!

Sample Questions
• Which Component gets metadata from Repository?

• Which Component can be used for creating Repository?
• What is the Order of Execution of ports?
• How many port values can be retrieved by an unconnected
lookup and connected lookup respectively ?
• What is the port type of NEXTVAL, CURRVAL ports of a
Sequence Generator?
• What are the different Tracing levels?
• What are the types of lookup caches?
• What are the four Update Strategy constants?

Performance
Tuning
Filter Transformation
• Use the Filter transformation early in the mapping.

• Use the Source Qualifier transformation to filter.
Joiner Transformation
• Perform joins in a database when possible.
• Join sorted data when possible.
• For an unsorted Joiner transformation, designate as the master
source the source with fewer rows.
• For a sorted Joiner transformation, designate as the master
source the source with fewer duplicate key values.

Lookup Transformation
• Cache small lookup tables
• Use a persistent lookup cache for static lookup tables.
• Override the ORDER BY statement for cached lookups
Stored Procedure Transformation

• Reduce the row count.
• Create an expression

Local and Global Shortcut Tips
• Keep shared objects in centralized folders

• Only create shortcuts to finalized objects.
• After editing a referenced object, make sure affected mappings are still
valid.
• Refresh views of shortcuts when working in a multiuser environment.

Thank You!

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Informatica 7.

Day 1 DWH Concepts

©Copyright 2004, Cognizant Academy, All Rights Reserved 2

Day 3 Workflow Manager

Day 5 Development Standards & AQUA

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©Copyright 2004, Cognizant Academy, All Rights Reserved 4

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Staging Area grated

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• Manages the scheduling and execution of workflows

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Informatica Server is mapped

Product, Database and Partitioning

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• The Repository Server Manages the metadata in the repository database.

• The Repository Agent is a separate, multi-threaded process that retrieves,

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You can use the Administration Console to perform the following

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Creating a Repository - Right click on Repository and Choose Add Repository

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• Used for administering the repository

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Click Edit>Show User Connection to view the repository users

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• Locks prevent the users from duplicating or overriding work

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Source Transformation Mapping

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• Give a name to the new source, select the database type

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Provides the following features

How to create a new target?

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• Connect to the warehouse by giving ODBC data source,user id and

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•When a transformation needs to be created as reusable across

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A Transformation is any part of mapping that generates or

Use the Transformation Developer to create reusable Transformations

Use Transformation Functions to convert Data

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Transformations are of two types

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