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Oracle® Fusion Middleware 
Developer’s Guide for Oracle Data Integrator 
11g Release 1 (11.1.1) 
E12643-06 
February 2013
Oracle Fusion Middleware Developer's Guide for Oracle Data Integrator, 11g Release 1 (11.1.1) 
E12643-06 
Copyright © 2010, 2013, Oracle and/or its affiliates. All rights reserved. 
Primary Author: Laura Hofman Miquel 
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Contents 
Preface ............................................................................................................................................................... xix 
Audience..................................................................................................................................................... xix 
Documentation Accessibility ................................................................................................................... xix 
Related Documents ................................................................................................................................... xix 
Conventions ............................................................................................................................................... xx 
What’s New In Oracle Data Integrator? ......................................................................................... xxi 
New Features in Oracle Data Integrator 11gR1 PS6 (11.1.1.7) ............................................................ xxi 
New Features in Oracle Data Integrator 11gR1 PS2 (11.1.1.6) ........................................................... xxii 
New Features in Oracle Data Integrator 11gR1 PS1 (11.1.1.5) .......................................................... xxiv 
New Features in Oracle Data Integrator 11gR1 (11.1.1.3) ................................................................. xxvi 
iii 
Part I Understanding Oracle Data Integrator 
1 Introduction to Oracle Data Integrator 
1.1 Introduction to Data Integration with Oracle Data Integrator............................................. 1-1 
1.1.1 Data Integration ................................................................................................................... 1-1 
1.1.2 Oracle Data Integrator......................................................................................................... 1-1 
1.1.3 E-LT........................................................................................................................................ 1-2 
1.2 Oracle Data Integrator Concepts .............................................................................................. 1-3 
1.2.1 Introduction to Declarative Design................................................................................... 1-3 
1.2.2 Introduction to Knowledge Modules ............................................................................... 1-4 
1.2.3 Introduction to Integration Interfaces............................................................................... 1-5 
1.2.3.1 Datastores ...................................................................................................................... 1-6 
1.2.3.2 Declarative Rules .......................................................................................................... 1-6 
1.2.3.3 Data Flow....................................................................................................................... 1-7 
1.3 Typical ODI Integration Projects .............................................................................................. 1-9 
1.3.1 Batch Oriented Integration................................................................................................. 1-9 
1.3.2 Event Oriented Integration.............................................................................................. 1-10 
1.3.3 Service-Oriented Architecture ........................................................................................ 1-10 
1.3.4 Data Quality with ODI..................................................................................................... 1-11 
1.3.5 Managing Environments ................................................................................................. 1-12 
1.4 Oracle Data Integrator Architecture...................................................................................... 1-14 
1.4.1 Repositories ....................................................................................................................... 1-15 
1.4.2 User Interfaces................................................................................................................... 1-16
iv 
1.4.3 Design-time Projects......................................................................................................... 1-17 
1.4.4 Run-Time Agent................................................................................................................ 1-17 
2 Oracle Data Integrator QuickStart 
2.1 Oracle Data Integrator QuickStart List .................................................................................... 2-1 
Part II Administering the Oracle Data Integrator Architecture 
3 Administering the Oracle Data Integrator Repositories 
3.1 Introduction to Oracle Data Integrator Repositories ............................................................. 3-1 
3.2 Creating Repository Storage Spaces......................................................................................... 3-2 
3.3 Creating the Master Repository ................................................................................................ 3-4 
3.4 Connecting to the Master Repository ...................................................................................... 3-5 
3.5 Creating a Work Repository...................................................................................................... 3-6 
3.6 Connecting to a Work Repository ............................................................................................ 3-7 
3.7 Changing the Work Repository Password.............................................................................. 3-8 
3.8 Advanced Actions for Administering Repositories .............................................................. 3-8 
3.8.1 Attaching and Deleting a Work Repository..................................................................... 3-9 
3.8.2 Erasing a Work Repository.............................................................................................. 3-10 
3.8.3 Renumbering Repositories .............................................................................................. 3-10 
3.8.4 Tuning the Repository ..................................................................................................... 3-11 
4 Setting-up the Topology 
4.1 Introduction to the Oracle Data Integrator Topology ........................................................... 4-1 
4.1.1 Physical Architecture .......................................................................................................... 4-1 
4.1.2 Contexts................................................................................................................................. 4-2 
4.1.3 Logical Architecture ............................................................................................................ 4-2 
4.1.4 Agents.................................................................................................................................... 4-2 
4.1.5 Languages............................................................................................................................. 4-4 
4.1.6 Repositories .......................................................................................................................... 4-4 
4.2 Setting Up the Topology ............................................................................................................ 4-4 
4.2.1 Creating a Context ............................................................................................................... 4-5 
4.2.2 Creating a Data Server ........................................................................................................ 4-5 
4.2.2.1 Pre-requisites and Guidelines..................................................................................... 4-5 
4.2.2.2 Creating a Data Server ................................................................................................. 4-6 
4.2.2.3 Creating a Data Server (Advanced Settings) ............................................................ 4-8 
4.2.2.4 Testing a Data Server Connection........................................................................... 4-11 
4.2.3 Creating a Physical Schema ............................................................................................ 4-11 
4.2.4 Creating a Logical Schema .............................................................................................. 4-12 
4.2.5 Creating a Physical Agent ............................................................................................... 4-12 
4.2.6 Creating a Logical Agent ................................................................................................. 4-13 
4.3 Managing Agents..................................................................................................................... 4-13 
4.3.1 Standalone Agent.............................................................................................................. 4-13 
4.3.1.1 Configuring the Standalone Agent ........................................................................ 4-14 
4.3.1.2 Launching a Standalone Agent ............................................................................... 4-16 
4.3.1.3 Stopping an Agent..................................................................................................... 4-17
4.3.2 Java EE Agent.................................................................................................................... 4-18 
4.3.2.1 Deploying an Agent in a Java EE Application Server ......................................... 4-18 
4.3.2.2 Deploying Datasources from Oracle Data Integrator in an application server for an 
v 
Agent 4-20 
4.3.3 Load Balancing Agents .................................................................................................... 4-21 
4.3.3.1 Delegating Sessions................................................................................................... 4-21 
4.3.3.2 Agent Unavailable..................................................................................................... 4-22 
4.3.3.3 Setting Up Load Balancing....................................................................................... 4-22 
Part III Managing and Reverse-Engineering Metadata 
5 Creating and Reverse-Engineering a Model 
5.1 Introduction to Models .............................................................................................................. 5-1 
5.1.1 Datastores ............................................................................................................................. 5-1 
5.1.2 Data Integrity ....................................................................................................................... 5-2 
5.1.3 Reverse-engineering............................................................................................................ 5-2 
5.1.4 Changed Data Capture ....................................................................................................... 5-3 
5.2 Creating and Reverse-Engineering a Model ........................................................................... 5-3 
5.2.1 Creating a Model ................................................................................................................. 5-3 
5.2.2 Reverse-engineering a Model ............................................................................................ 5-3 
5.3 Creating and Reverse-Engineering a Datastore ..................................................................... 5-5 
5.3.1 Creating a Datastore............................................................................................................ 5-5 
5.3.2 Reverse-Engineering File Datastores ................................................................................ 5-6 
5.3.2.1 Reverse-Engineering Fixed Files ................................................................................ 5-6 
5.3.2.2 Reverse-Engineering Delimited Files ........................................................................ 5-6 
5.3.2.3 Reverse-Engineering COBOL Files ............................................................................ 5-7 
5.3.3 Adding and Deleting Datastore Columns ...................................................................... 5-7 
5.3.4 Adding and Deleting Constraints and Filters ................................................................. 5-7 
5.3.4.1 Keys ................................................................................................................................ 5-7 
5.3.4.2 References ...................................................................................................................... 5-8 
5.3.4.3 Conditions .................................................................................................................... 5-8 
5.3.4.4 Mandatory Columns ................................................................................................... 5-9 
5.3.4.5 Filter ............................................................................................................................... 5-9 
5.4 Editing and Viewing a Datastore's Data.................................................................................. 5-9 
5.5 Using Partitioning.................................................................................................................... 5-10 
5.5.1 Defining Manually Partitions and Sub-Partitions of Model Datastores................... 5-10 
5.6 Checking Data Quality in a Model........................................................................................ 5-11 
5.6.1 Introduction to Data Integrity......................................................................................... 5-11 
5.6.2 Checking a Constraint...................................................................................................... 5-11 
5.6.3 Perform a Static Check on a Model, Sub-Model or Datastore.................................... 5-12 
5.6.4 Reviewing Erroneous Records........................................................................................ 5-12 
6 Working with Changed Data Capture 
6.1 Introduction to Changed Data Capture................................................................................... 6-1 
6.1.1 The Journalizing Components ........................................................................................... 6-1 
6.1.2 Simple vs. Consistent Set Journalizing ............................................................................. 6-2
vi 
6.2 Setting up Journalizing .............................................................................................................. 6-2 
6.2.1 Setting up and Starting Journalizing ................................................................................ 6-2 
6.2.2 Journalizing Infrastructure Details ................................................................................... 6-6 
6.2.3 Journalizing Status............................................................................................................... 6-7 
6.3 Using Changed Data .................................................................................................................. 6-7 
6.3.1 Viewing Changed Data....................................................................................................... 6-8 
6.3.2 Using Changed Data: Simple Journalizing ...................................................................... 6-8 
6.3.3 Using Changed Data: Consistent Set Journalizing ......................................................... 6-9 
6.3.4 Journalizing Tools............................................................................................................. 6-10 
6.3.5 Package Templates for Using Journalizing................................................................... 6-11 
7 Working with Common Format Designer 
7.1 Introduction to Common Format Designer ............................................................................ 7-1 
7.1.1 What is a Diagram? ............................................................................................................. 7-1 
7.1.2 Why assemble datastores and columns from other models? ........................................ 7-2 
7.1.3 Graphical Synonyms ........................................................................................................... 7-2 
7.2 Using the Diagram...................................................................................................................... 7-2 
7.2.1 Creating a New Diagram.................................................................................................... 7-2 
7.2.2 Create Datastores and Columns........................................................................................ 7-2 
7.2.3 Creating Graphical Synonyms........................................................................................... 7-3 
7.2.4 Creating and Editing Constraints and Filters.................................................................. 7-3 
7.2.5 Printing a Diagram .............................................................................................................. 7-4 
7.3 Generating DDL scripts ............................................................................................................. 7-5 
7.4 Generating Interface IN/OUT .................................................................................................. 7-6 
8 Working with Data Services 
8.1 Introduction to Data Services.................................................................................................... 8-1 
8.2 Setting Up Data Services............................................................................................................ 8-1 
8.2.1 Configuring the Web Services Container......................................................................... 8-2 
8.2.2 Setting up the Data Sources................................................................................................ 8-3 
8.2.3 Configuring the Model ....................................................................................................... 8-3 
8.3 Generating and Deploying Data Services ............................................................................... 8-4 
8.3.1 Generating and Deploying Data Services ........................................................................ 8-5 
8.3.2 Overview of Generated Services ....................................................................................... 8-5 
8.3.3 Testing Data Services .......................................................................................................... 8-6 
Part IV Developing Integration Projects 
9 Creating an Integration Project 
9.1 Introduction to Integration Projects ......................................................................................... 9-1 
9.1.1 Oracle Data Integrator Project Components.................................................................... 9-1 
9.1.1.1 Oracle Data Integrator Project Components ............................................................ 9-1 
9.1.1.2 Global Components...................................................................................................... 9-3 
9.1.2 Project Life Cycle ................................................................................................................. 9-3 
9.2 Creating a New Project .............................................................................................................. 9-3 
9.3 Managing Knowledge Modules ............................................................................................... 9-3
9.3.1 Project and Global Knowlegde Modules.......................................................................... 9-4 
9.3.2 Knowledge Modules Naming Convention...................................................................... 9-4 
9.3.3 Choosing the Right Knowledge Modules ........................................................................ 9-7 
9.3.4 Importing and Replacing Knowledge Modules.............................................................. 9-7 
9.3.5 Encrypting and Decrypting a KM ..................................................................................... 9-9 
9.4 Organizing the Project with Folders ..................................................................................... 9-10 
vii 
10 Working with Packages 
10.1 Introduction to Packages ........................................................................................................ 10-1 
10.1.1 Introduction to Steps ........................................................................................................ 10-1 
10.1.2 Introduction to Creating Packages................................................................................. 10-3 
10.1.3 Introduction to the Package editor................................................................................. 10-3 
10.2 Creating a new Package .......................................................................................................... 10-4 
10.3 Working with Steps ................................................................................................................. 10-4 
10.3.1 Adding a Step.................................................................................................................... 10-4 
10.3.1.1 Executing an Interface............................................................................................... 10-4 
10.3.1.2 Executing a Procedure .............................................................................................. 10-5 
10.3.1.3 Variable Steps............................................................................................................. 10-5 
10.3.1.4 Adding Oracle Data Integrator Tool Steps ............................................................ 10-7 
10.3.1.5 Model, Sub-Models and Datastore Related Steps................................................. 10-7 
10.3.1.6 Checking a Model, Sub-Model or Datastore ........................................................ 10-7 
10.3.1.7 Journalizing a Model or a Datastore....................................................................... 10-8 
10.3.1.8 Reverse-Engineering a Model ................................................................................. 10-8 
10.3.2 Deleting a Step .................................................................................................................. 10-9 
10.3.3 Duplicating a Step............................................................................................................. 10-9 
10.3.4 Running a Step .................................................................................................................. 10-9 
10.3.5 Editing a Step’s Linked Object........................................................................................ 10-9 
10.3.6 Arranging the Steps Layout .......................................................................................... 10-10 
10.4 Defining the Sequence of Steps............................................................................................ 10-10 
10.5 Running the Package............................................................................................................. 10-11 
11 Working with Integration Interfaces 
11.1 Introduction to Integration Interfaces................................................................................... 11-1 
11.1.1 Components of an Integration Interface........................................................................ 11-1 
11.2 Introduction to the Interface Editor ...................................................................................... 11-3 
11.3 Creating an Interface ............................................................................................................... 11-4 
11.3.1 Create a New Interface..................................................................................................... 11-4 
11.3.2 Define the Target Datastore ............................................................................................ 11-5 
11.3.2.1 Permanent Target Datastore .................................................................................... 11-5 
11.3.2.2 Temporary Target Datastore.................................................................................... 11-6 
11.3.2.3 Define the Update Key.............................................................................................. 11-7 
11.3.3 Define the Datasets ........................................................................................................... 11-8 
11.3.4 Define the Source Datastores and Lookups.................................................................. 11-8 
11.3.4.1 Define the Source Datastores ................................................................................... 11-9 
11.3.4.2 Define Lookups........................................................................................................ 11-11 
11.3.4.3 Define Filters on the Sources.................................................................................. 11-13
viii 
11.3.4.4 Define Joins between Sources ............................................................................... 11-13 
11.3.5 Define the Mappings...................................................................................................... 11-14 
11.3.6 Define the Interface Flow............................................................................................... 11-15 
11.3.7 Set up Flow Control and Post-Integration Control.................................................... 11-17 
11.3.7.1 Set up Flow Control ................................................................................................ 11-17 
11.3.7.2 Set up Post-Integration Control............................................................................. 11-17 
11.3.8 Execute the Integration Interface.................................................................................. 11-18 
11.4 Using the Quick-Edit Editor................................................................................................. 11-18 
11.4.1 Adding and Removing a Component ......................................................................... 11-18 
11.4.1.1 Adding Components............................................................................................... 11-19 
11.4.1.2 Removing Components .......................................................................................... 11-20 
11.4.2 Editing a Component ..................................................................................................... 11-21 
11.4.3 Adding, Removing, and Configuring Datasets.......................................................... 11-21 
11.4.4 Changing the Target DataStore .................................................................................... 11-21 
11.4.5 Customizing Tables ........................................................................................................ 11-22 
11.4.6 Using Keyboard Navigation for Common Tasks....................................................... 11-22 
11.5 Designing Integration Interfaces: E-LT- and ETL-Style Interfaces ................................. 11-23 
12 Working with Procedures, Variables, Sequences, and User Functions 
12.1 Working with Procedures....................................................................................................... 12-1 
12.1.1 Introduction to Procedures.............................................................................................. 12-1 
12.1.2 Creating Procedures ......................................................................................................... 12-2 
12.1.2.1 Create a New Procedure........................................................................................... 12-2 
12.1.2.2 Define the Procedure's Options............................................................................... 12-3 
12.1.2.3 Create and Manage the Procedure's Commands.................................................. 12-4 
12.1.3 Using Procedures.............................................................................................................. 12-8 
12.1.3.1 Executing the Procedure........................................................................................... 12-9 
12.1.3.2 Using a Procedure in a Package .............................................................................. 12-9 
12.1.3.3 Generating a Scenario for a Procedure................................................................... 12-9 
12.1.4 Encrypting and Decrypting Procedures........................................................................ 12-9 
12.1.4.1 Encrypting a KM or Procedure.............................................................................. 12-10 
12.1.4.2 Decrypting a KM or Procedure ............................................................................. 12-10 
12.2 Working with Variables ........................................................................................................ 12-10 
12.2.1 Introduction to Variables............................................................................................... 12-10 
12.2.2 Creating Variables .......................................................................................................... 12-11 
12.2.3 Using Variables ............................................................................................................... 12-13 
12.2.3.1 Using Variables in Packages .................................................................................. 12-14 
12.2.3.2 Using Variables in Interfaces ................................................................................. 12-15 
12.2.3.3 Using Variables in Object Properties .................................................................... 12-16 
12.2.3.4 Using Variables in Procedures............................................................................... 12-16 
12.2.3.5 Using Variables within Variables.......................................................................... 12-17 
12.2.3.6 Using Variables in the Resource Name of a Datastore ...................................... 12-18 
12.2.3.7 Using Variables in a Server URL........................................................................... 12-18 
12.2.3.8 Using Variables in On Connect/Disconnect Commands.................................. 12-20 
12.2.3.9 Passing a Variable to a Scenario ............................................................................ 12-20 
12.2.3.10 Generating a Scenario for a Variable .................................................................... 12-20 
12.2.3.11 Tracking Variables and Sequences........................................................................ 12-20
12.3 Working with Sequences ...................................................................................................... 12-21 
12.3.1 Introduction to Sequences ............................................................................................. 12-21 
12.3.2 Creating Sequences......................................................................................................... 12-22 
12.3.2.1 Creating Standard Sequences ................................................................................ 12-22 
12.3.2.2 Creating Specific Sequences................................................................................... 12-22 
12.3.2.3 Creating Native Sequences .................................................................................... 12-23 
12.3.3 Using Sequences and Identity Columns ..................................................................... 12-23 
12.3.3.1 Tips for Using Standard and Specific Sequences................................................ 12-24 
12.3.3.2 Identity Columns..................................................................................................... 12-25 
12.4 Working with User Functions.............................................................................................. 12-25 
12.4.1 Introduction User Functions ......................................................................................... 12-25 
12.4.2 Creating User Functions ................................................................................................ 12-26 
12.4.3 Using User Functions ..................................................................................................... 12-27 
ix 
13 Working with Scenarios 
13.1 Introduction to Scenarios........................................................................................................ 13-1 
13.2 Generating a Scenario.............................................................................................................. 13-2 
13.3 Regenerating a Scenario.......................................................................................................... 13-2 
13.4 Generating a Group of Scenarios........................................................................................... 13-3 
13.5 Exporting Scenarios ................................................................................................................. 13-4 
13.6 Importing Scenarios in Production ....................................................................................... 13-4 
13.6.1 Import Scenarios ............................................................................................................... 13-5 
13.6.2 Replace a Scenario ............................................................................................................ 13-5 
13.6.3 Working with a Scenario from a Different Repository ............................................... 13-5 
13.7 Encrypting and Decrypting a Scenario................................................................................. 13-6 
14 Working with Load Plans 
14.1 Introduction to Load Plans..................................................................................................... 14-1 
14.1.1 Load Plan Execution Lifecycle ........................................................................................ 14-2 
14.1.2 Differences between Packages, Scenarios, and Load Plans........................................ 14-2 
14.1.3 Load Plan Structure.......................................................................................................... 14-2 
14.1.4 Introduction to the Load Plan Editor............................................................................. 14-4 
14.2 Creating a Load Plan ............................................................................................................... 14-6 
14.2.1 Creating a New Load Plan .............................................................................................. 14-6 
14.2.2 Defining the Load Plan Step Sequence.......................................................................... 14-7 
14.2.2.1 Adding Load Plan Steps........................................................................................... 14-8 
14.2.2.2 Editing Load Plan Steps.......................................................................................... 14-11 
14.2.2.3 Deleting a Step ......................................................................................................... 14-13 
14.2.2.4 Duplicating a Step ................................................................................................... 14-13 
14.2.3 Working with Variables in Load Plans........................................................................ 14-14 
14.2.3.1 Declaring Load Plan Variables .............................................................................. 14-14 
14.2.3.2 Setting Variable Values in a Step........................................................................... 14-14 
14.2.4 Handling Load Plan Exceptions and Restartability................................................... 14-15 
14.2.4.1 Defining Exceptions Flows..................................................................................... 14-15 
14.2.4.2 Using Exception Handling ..................................................................................... 14-16 
14.2.4.3 Defining the Restart Behavior................................................................................ 14-17
x 
14.3 Running Load Plans .............................................................................................................. 14-17 
14.4 Using Load Plans in Production .......................................................................................... 14-18 
14.4.1 Running Load Plans in Production.............................................................................. 14-18 
14.4.2 Scheduling Load Plans................................................................................................... 14-18 
14.4.3 Exporting, Importing and Versioning Load Plans..................................................... 14-18 
14.4.3.1 Exporting Load Plans.............................................................................................. 14-19 
14.4.3.2 Importing Load Plans ............................................................................................. 14-19 
14.4.3.3 Versioning Load Plans............................................................................................ 14-19 
15 Working with Web Services in Oracle Data Integrator 
15.1 Introduction to Web Services in Oracle Data Integrator.................................................... 15-1 
15.2 Data Services............................................................................................................................. 15-2 
15.3 Oracle Data Integrator Run-Time Services........................................................................... 15-3 
15.4 Invoking Third-Party Web Services ...................................................................................... 15-3 
15.4.1 Introduction to Web Service Invocation........................................................................ 15-3 
15.4.2 Using the OdiInvokeWebService Tool .......................................................................... 15-3 
15.4.3 Web Service Invocation in Integration Flows............................................................... 15-7 
16 Working with Oracle Data Quality Products 
16.1 Introduction to Oracle Data Quality Products .................................................................... 16-1 
16.2 The Data Quality Process........................................................................................................ 16-1 
16.2.1 Create a Quality Input File .............................................................................................. 16-2 
16.2.2 Create an Entity................................................................................................................. 16-2 
16.2.2.1 Step 1: Validate Loader Connections...................................................................... 16-2 
16.2.2.2 Step 2: Create Entity and Import Data ................................................................... 16-3 
16.2.2.3 Step 3: Verify Entity .................................................................................................. 16-4 
16.2.3 Create a Profiling Project ................................................................................................. 16-5 
16.2.4 Create a Oracle Data Quality Project ............................................................................. 16-5 
16.2.5 Export the Data Quality Project...................................................................................... 16-5 
16.2.6 Reverse-engineer the Entities.......................................................................................... 16-8 
16.2.7 Use Oracle Data Quality Input and Output Files in Interfaces.................................. 16-9 
16.2.8 Run this Quality Project from Oracle Data Integrator ............................................... 16-9 
16.2.9 Sequence the Process in a Package................................................................................. 16-9 
17 Working with Shortcuts 
17.1 Introduction to Shortcuts........................................................................................................ 17-1 
17.1.1 Shortcutting Concepts...................................................................................................... 17-1 
17.1.2 Shortcut Objects ................................................................................................................ 17-2 
17.2 Introduction to the Shortcut Editor ....................................................................................... 17-3 
17.3 Creating a Shortcut .................................................................................................................. 17-3 
17.4 Working with Shortcuts in your Projects ............................................................................. 17-4 
17.4.1 Duplicating a Selection with Shortcuts.......................................................................... 17-4 
17.4.2 Jump to the Reference Shortcut ...................................................................................... 17-5 
17.4.3 Jump to the Base Object ................................................................................................... 17-5 
17.4.4 Executing Shortcuts .......................................................................................................... 17-5 
17.4.5 Materializing Shortcuts.................................................................................................... 17-5
17.4.6 Exporting and Importing Shortcuts ............................................................................... 17-5 
17.4.7 Using Release Tags ........................................................................................................... 17-6 
17.4.8 Advanced Actions ............................................................................................................ 17-7 
xi 
Part V Managing Integration Projects 
18 Organizing and Documenting your Work 
18.1 Organizing Projects with Folders .......................................................................................... 18-1 
18.1.1 Creating a New Folder..................................................................................................... 18-1 
18.1.2 Arranging Project Folders ............................................................................................... 18-2 
18.2 Organizing Models with Folders........................................................................................... 18-2 
18.2.1 Creating a New Model Folder ........................................................................................ 18-2 
18.2.2 Arranging Model Folders ................................................................................................ 18-2 
18.2.3 Creating and Organizing Sub-Models........................................................................... 18-2 
18.3 Using Cross-References........................................................................................................... 18-4 
18.3.1 Browsing Cross-References............................................................................................. 18-4 
18.3.2 Resolving Missing References......................................................................................... 18-5 
18.4 Using Markers and Memos .................................................................................................... 18-5 
18.4.1 Markers .............................................................................................................................. 18-6 
18.4.2 Memos ................................................................................................................................ 18-7 
18.5 Handling Concurrent Changes.............................................................................................. 18-7 
18.5.1 Concurrent Editing Check............................................................................................... 18-7 
18.5.2 Object Locking................................................................................................................... 18-8 
18.6 Creating PDF Reports.............................................................................................................. 18-9 
18.6.1 Generating a Topology Report ....................................................................................... 18-9 
18.6.2 Generating a Report for the Version Comparison Results ......................................... 18-9 
18.6.3 Generating a Report for an Oracle Data Integrator Object......................................... 18-9 
18.6.4 Generating a Diagram Report....................................................................................... 18-10 
19 Working with Version Management 
19.1 Working with Object Flags ..................................................................................................... 19-1 
19.2 Working with Versions ........................................................................................................... 19-2 
19.3 Working with the Version Comparison Tool ...................................................................... 19-4 
19.3.1 Viewing the Differences between two Versions .......................................................... 19-4 
19.3.2 Using Comparison Filters................................................................................................ 19-5 
19.3.3 Generating and Printing a Report of your Comparison Results ............................... 19-6 
19.4 Working with Solutions .......................................................................................................... 19-6 
19.4.1 Working with Elements in a Solution............................................................................ 19-7 
19.4.2 Synchronizing Solutions .................................................................................................. 19-7 
19.4.3 Restoring and Checking in a Solution ........................................................................... 19-8 
19.4.4 Importing and Exporting Solutions ............................................................................... 19-8 
20 Exporting/Importing 
20.1 Import and Export Concepts.................................................................................................. 20-1 
20.1.1 Internal Identifiers (IDs) .................................................................................................. 20-1 
20.1.2 Relationships between Objects ....................................................................................... 20-2
xii 
20.1.3 Import Types ..................................................................................................................... 20-3 
20.1.4 Tips for Import/Export.................................................................................................... 20-5 
20.2 Exporting and Importing Objects.......................................................................................... 20-6 
20.2.1 Exporting an Object with its Child Components......................................................... 20-6 
20.2.2 Exporting an Object without its Child Components ................................................... 20-7 
20.2.3 Partial Export/Import...................................................................................................... 20-7 
20.2.4 Exporting one ODI Object ............................................................................................... 20-7 
20.2.5 Export Multiple ODI Objects .......................................................................................... 20-8 
20.2.6 Importing Objects ............................................................................................................. 20-9 
20.2.6.1 Importing Objects .................................................................................................... 20-11 
20.2.7 Smart Export and Import............................................................................................... 20-13 
20.2.7.1 Performing a Smart Export .................................................................................... 20-13 
20.2.7.2 Performing a Smart Import.................................................................................... 20-16 
20.3 Repository-Level Export/Import ........................................................................................ 20-18 
20.3.1 Exporting and Importing the Master Repository....................................................... 20-18 
20.3.2 Export/Import the Topology and Security Settings.................................................. 20-21 
20.3.3 Exporting and Importing a Work Repository ............................................................ 20-22 
20.4 Exporting the Technical Environment................................................................................ 20-23 
20.5 Exporting and Importing the Log........................................................................................ 20-23 
Part VI Running and Monitoring Integration Processes 
21 Running Integration Processes 
21.1 Understanding ODI Executions............................................................................................. 21-1 
21.2 Executing Interfaces, Procedures, Packages and Model Operations ............................... 21-3 
21.3 Executing a Scenario................................................................................................................ 21-3 
21.3.1 Executing a Scenario from ODI Studio.......................................................................... 21-3 
21.3.2 Executing a Scenario from a Command Line ............................................................... 21-4 
21.4 Restarting a Session ................................................................................................................. 21-6 
21.4.1 Restarting a Session from ODI Studio ........................................................................... 21-7 
21.4.2 Restarting a Session from a Command Line................................................................. 21-8 
21.5 Stopping a Session ................................................................................................................... 21-9 
21.5.1 Stopping a Session From ODI Studio ............................................................................ 21-9 
21.5.2 Stopping a Session From a Command Line................................................................ 21-10 
21.6 Executing a Load Plan........................................................................................................... 21-10 
21.6.1 Executing a Load Plan from ODI Studio..................................................................... 21-11 
21.6.2 Executing a Load Plan from a Command Line .......................................................... 21-11 
21.7 Restarting a Load Plan Run.................................................................................................. 21-13 
21.7.1 Restarting a Load Plan from ODI Studio .................................................................... 21-13 
21.7.2 Restarting a Load Plan from a Command Line.......................................................... 21-14 
21.8 Stopping a Load Plan Run.................................................................................................... 21-15 
21.8.1 Stopping a Load Plan from ODI Studio ...................................................................... 21-15 
21.8.2 Stopping a Load Plan Run from a Command Line ................................................... 21-15 
21.9 Scheduling Scenarios and Load Plans ................................................................................ 21-16 
21.9.1 Scheduling a Scenario or a Load Plan with the Built-in Scheduler ......................... 21-17 
21.9.1.1 Scheduling a Scenario or a Load Plan .................................................................. 21-17 
21.9.1.2 Updating an Agent’s Schedule .............................................................................. 21-18
21.9.1.3 Displaying the Schedule ......................................................................................... 21-18 
21.9.2 Scheduling a Scenario or a Load Plan with an External Scheduler......................... 21-20 
21.10 Simulating an Execution ....................................................................................................... 21-20 
21.11 Managing Executions Using Web Services ........................................................................ 21-20 
21.11.1 Introduction to Run-Time Web Services ..................................................................... 21-21 
21.11.2 Executing a Scenario Using a Web Service ................................................................. 21-21 
21.11.3 Monitoring a Session Status Using a Web Service..................................................... 21-22 
21.11.4 Restarting a Session Using a Web Service................................................................... 21-23 
21.11.5 Executing a Load Plan Using a Web Service .............................................................. 21-23 
21.11.6 Stopping a Load Plan Run Using a Web Service ....................................................... 21-24 
21.11.7 Restarting a Load Plan Instance Using a Web Service .............................................. 21-25 
21.11.8 Monitoring a Load Plan Run Status Using a Web Service ....................................... 21-25 
21.11.9 Listing Contexts Using a Web Service (Deprecated) ................................................. 21-26 
21.11.10 Listing Scenarios Using a Web Service (Deprecated)................................................ 21-26 
21.11.11 Accessing the Web Service from a Command Line................................................... 21-27 
21.11.12 Using the Run-Time Web Services with External Authentication ......................... 21-29 
21.11.13 Using WS-Addressing.................................................................................................... 21-29 
21.11.14 Using Asynchronous Web Services with Callback................................................... 21-31 
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22 Monitoring Integration Processes 
22.1 Introduction to Monitoring .................................................................................................... 22-1 
22.1.1 Introduction to Operator Navigator .............................................................................. 22-1 
22.1.2 Scenarios............................................................................................................................. 22-2 
22.1.3 Sessions .............................................................................................................................. 22-2 
22.1.4 Load Plans.......................................................................................................................... 22-3 
22.1.5 Load Plan Executions ....................................................................................................... 22-3 
22.1.6 Schedules............................................................................................................................ 22-3 
22.1.7 Log ...................................................................................................................................... 22-3 
22.1.8 Status .................................................................................................................................. 22-3 
22.2 Monitoring Executions Results .............................................................................................. 22-4 
22.2.1 Monitoring Sessions ......................................................................................................... 22-4 
22.2.2 Monitoring Load Plan Runs............................................................................................ 22-5 
22.2.3 Handling Failed Sessions................................................................................................. 22-5 
22.2.4 Reviewing Successful Sessions ....................................................................................... 22-6 
22.2.5 Handling Failed Load Plans............................................................................................ 22-7 
22.2.6 Reviewing Successful Load Plans .................................................................................. 22-7 
22.3 Managing your Executions..................................................................................................... 22-7 
22.3.1 Managing Sessions ........................................................................................................... 22-7 
22.3.1.1 Cleaning Stale Sessions............................................................................................. 22-8 
22.3.2 Managing Load Plan Executions.................................................................................... 22-8 
22.3.3 Managing the Log ............................................................................................................ 22-8 
22.3.3.1 Filtering Sessions ....................................................................................................... 22-9 
22.3.3.2 Purging the Log ......................................................................................................... 22-9 
22.3.3.3 Organizing the Log with Session Folders ............................................................ 22-10 
22.3.3.4 Exporting and Importing Log Data ...................................................................... 22-11 
22.3.3.5 Runtime Logging for ODI components................................................................ 22-13 
22.3.4 Managing Scenarios and Load Plans ........................................................................... 22-15
xiv 
22.3.4.1 Load Plan and Scenario Folders ............................................................................ 22-15 
22.3.4.2 Importing Load Plans, Scenarios, and Solutions in Production ....................... 22-15 
22.3.5 Managing Schedules ...................................................................................................... 22-16 
23 Working with Oracle Data Integrator Console 
23.1 Introduction to Oracle Data Integrator Console.................................................................. 23-1 
23.1.1 Introduction to Oracle Data Integrator Console .......................................................... 23-1 
23.1.2 Oracle Data Integrator Console Interface...................................................................... 23-2 
23.2 Using Oracle Data Integrator Console.................................................................................. 23-3 
23.2.1 Connecting to Oracle Data Integrator Console ............................................................ 23-3 
23.2.2 Generic User Operations.................................................................................................. 23-4 
23.2.3 Managing Scenarios and Sessions.................................................................................. 23-5 
23.2.4 Managing Load Plans....................................................................................................... 23-8 
23.2.5 Purging the Log................................................................................................................. 23-9 
23.2.6 Using Data Lineage and Flow Map ............................................................................. 23-10 
23.2.7 Performing Administrative Operations ...................................................................... 23-12 
Part VII Managing the Security Settings 
24 Managing the Security in Oracle Data Integrator 
24.1 Introduction to Oracle Data Integrator Security ................................................................. 24-1 
24.1.1 Objects, Instances and Methods ..................................................................................... 24-1 
24.1.2 Profiles................................................................................................................................ 24-2 
24.1.3 Users ................................................................................................................................... 24-3 
24.2 Setting up a Security Policy.................................................................................................... 24-4 
24.2.1 Security Policy Approach ................................................................................................ 24-4 
24.2.2 Managing Profiles............................................................................................................. 24-5 
24.2.2.1 Creating a New Profile ............................................................................................. 24-5 
24.2.2.2 Duplicating a Profile ................................................................................................. 24-5 
24.2.2.3 Deleting a Profile ....................................................................................................... 24-5 
24.2.3 Managing Users ................................................................................................................ 24-5 
24.2.3.1 Creating a New User................................................................................................. 24-5 
24.2.3.2 Assigning a Profile to a User.................................................................................... 24-6 
24.2.3.3 Removing a Profile from a User .............................................................................. 24-6 
24.2.3.4 Deleting a User........................................................................................................... 24-6 
24.2.4 Managing Privileges......................................................................................................... 24-7 
24.2.4.1 Granting a Profile Method or User Method .......................................................... 24-7 
24.2.4.2 Revoking a Profile Method or User Method ......................................................... 24-7 
24.2.4.3 Granting an Authorization by Object Instance ..................................................... 24-7 
24.2.4.4 Revoking an Authorization by Object Instance .................................................... 24-8 
24.2.4.5 Cleaning up Unused Authorizations...................................................................... 24-8 
24.3 Advanced Security................................................................................................................... 24-9 
24.3.1 Setting Up External Password Storage .......................................................................... 24-9 
24.3.1.1 Setting the Password Storage................................................................................... 24-9 
24.3.1.2 Switching the Password Storage ........................................................................... 24-10 
24.3.1.3 Recovering the Password Storage......................................................................... 24-10
24.3.2 Setting Up External Authentication ............................................................................. 24-11 
24.3.2.1 Configuring ODI Components for External Authentication ............................ 24-11 
24.3.2.2 Setting the Authentication Mode .......................................................................... 24-12 
24.3.2.3 Switching the Authentication Mode..................................................................... 24-12 
24.3.2.4 Configuring the OPSS Configuration File for ODI External Authentication . 24-14 
24.3.3 Enforcing Password Policies ......................................................................................... 24-15 
24.3.4 Configuring Single Sign-On (SSO) for Oracle Data Integrator Console and Enterprise 
xv 
Manager using Oracle Access Manager 11g 24-16 
A Oracle Data Integrator Tools Reference 
A.1 Using the Oracle Data Integrator Tools .................................................................................. A-1 
A.1.1 Using a Tool in a Package.................................................................................................. A-1 
A.1.2 Using a Tool in a Knowledge Module or a Procedure Command .............................. A-2 
A.1.3 Using a Tool from a Command Line ............................................................................... A-2 
A.2 Using Open Tools ...................................................................................................................... A-3 
A.2.1 Installing and Declaring an Open Tool ........................................................................... A-3 
A.2.1.1 Installing an Open Tool .............................................................................................. A-3 
A.2.1.2 Declaring a New Open Tool ...................................................................................... A-3 
A.2.2 Using Open Tools in a Package or Procedure ................................................................ A-4 
A.3 Developing Open Tools ............................................................................................................ A-4 
A.3.1 Classes .................................................................................................................................. A-4 
A.3.2 Developing a New Open Tool .......................................................................................... A-5 
A.3.2.1 Implementing the Class .............................................................................................. A-5 
A.3.3 Open Tools at Run Time.................................................................................................... A-8 
A.4 ODI Tools per Category............................................................................................................ A-8 
A.4.1 Metadata............................................................................................................................... A-8 
A.4.2 Oracle Data Integrator Objects.......................................................................................... A-8 
A.4.3 Utilities ................................................................................................................................. A-9 
A.4.4 Internet Related Tasks........................................................................................................ A-9 
A.4.5 Files ....................................................................................................................................... A-9 
A.4.6 SAP...................................................................................................................................... A-10 
A.4.7 XML .................................................................................................................................... A-10 
A.4.8 Event Detection ................................................................................................................. A-10 
A.4.9 Changed Data Capture .................................................................................................... A-10 
A.5 Alphabetic List of ODI Tools.................................................................................................. A-10 
A.5.1 OdiAnt................................................................................................................................ A-12 
A.5.2 OdiBeep.............................................................................................................................. A-13 
A.5.3 OdiDataQuality................................................................................................................. A-14 
A.5.4 OdiDeleteScen ................................................................................................................... A-14 
A.5.5 OdiEnterpriseDataQuality .............................................................................................. A-15 
A.5.6 OdiExportAllScen............................................................................................................. A-16 
A.5.7 OdiExportEnvironmentInformation.............................................................................. A-17 
A.5.8 OdiExportLog.................................................................................................................... A-18 
A.5.9 OdiExportMaster .............................................................................................................. A-20 
A.5.10 OdiExportObject ............................................................................................................... A-20 
A.5.11 OdiExportScen .................................................................................................................. A-23 
A.5.12 OdiExportWork................................................................................................................. A-24
xvi 
A.5.13 OdiFileAppend ................................................................................................................. A-24 
A.5.14 OdiFileCopy ...................................................................................................................... A-25 
A.5.15 OdiFileDelete..................................................................................................................... A-27 
A.5.16 OdiFileMove...................................................................................................................... A-29 
A.5.17 OdiFileWait........................................................................................................................ A-31 
A.5.18 OdiFtpGet .......................................................................................................................... A-34 
A.5.19 OdiFtpPut .......................................................................................................................... A-35 
A.5.20 OdiGenerateAllScen......................................................................................................... A-36 
A.5.21 OdiImportObject............................................................................................................... A-37 
A.5.22 OdiImportScen .................................................................................................................. A-38 
A.5.23 OdiInvokeWebService ..................................................................................................... A-39 
A.5.24 OdiKillAgent ..................................................................................................................... A-42 
A.5.25 OdiMkDir........................................................................................................................... A-43 
A.5.26 OdiOSCommand .............................................................................................................. A-43 
A.5.27 OdiOutFile ......................................................................................................................... A-44 
A.5.28 OdiPingAgent.................................................................................................................... A-45 
A.5.29 OdiPurgeLog ..................................................................................................................... A-45 
A.5.30 OdiReadMail ..................................................................................................................... A-47 
A.5.31 OdiRefreshJournalCount................................................................................................. A-50 
A.5.32 OdiReinitializeSeq ............................................................................................................ A-51 
A.5.33 OdiRetrieveJournalData .................................................................................................. A-51 
A.5.34 OdiReverseGetMetaData................................................................................................. A-53 
A.5.35 OdiReverseManageShortcut ........................................................................................... A-53 
A.5.36 OdiReverseResetTable ..................................................................................................... A-54 
A.5.37 OdiReverseSetMetaData.................................................................................................. A-54 
A.5.38 OdiSAPALEClient and OdiSAPALEClient3 ................................................................ A-55 
A.5.39 OdiSAPALEServer and OdiSAPALEServer3............................................................... A-57 
A.5.40 OdiScpGet .......................................................................................................................... A-58 
A.5.41 OdiScpPut .......................................................................................................................... A-60 
A.5.42 OdiSendMail...................................................................................................................... A-63 
A.5.43 OdiSftpGet ......................................................................................................................... A-64 
A.5.44 OdiSftpPut ......................................................................................................................... A-66 
A.5.45 OdiSleep ............................................................................................................................. A-68 
A.5.46 OdiSqlUnload.................................................................................................................... A-68 
A.5.47 OdiStartLoadPlan ............................................................................................................. A-71 
A.5.48 OdiStartScen ...................................................................................................................... A-72 
A.5.49 OdiUnZip........................................................................................................................... A-74 
A.5.50 OdiUpdateAgentSchedule .............................................................................................. A-75 
A.5.51 OdiWaitForChildSession................................................................................................. A-75 
A.5.52 OdiWaitForData................................................................................................................ A-76 
A.5.53 OdiWaitForLogData......................................................................................................... A-80 
A.5.54 OdiWaitForTable .............................................................................................................. A-82 
A.5.55 OdiXMLConcat ................................................................................................................. A-83 
A.5.56 OdiXMLSplit ..................................................................................................................... A-85 
A.5.57 OdiZip ................................................................................................................................ A-87
xvii 
B User Parameters 
C Using Groovy Scripting in Oracle Data Integrator 
C.1 Introduction to Groovy ............................................................................................................. C-1 
C.2 Introduction to the Groovy Editor .......................................................................................... C-1 
C.3 Using the Groovy Editor........................................................................................................... C-2 
C.3.1 Create a Groovy Script....................................................................................................... C-3 
C.3.2 Open and Edit an Existing Groovy Script....................................................................... C-3 
C.3.3 Save a Groovy Script .......................................................................................................... C-3 
C.3.4 Execute a Groovy Script..................................................................................................... C-3 
C.3.5 Stop the Execution of a Groovy Script............................................................................. C-4 
C.3.6 Perform Advanced Actions............................................................................................... C-4 
C.4 Automating Development Tasks - Examples ........................................................................ C-5
xviii
Preface 
xix 
This manual describes how to use Oracle Data Integrator. 
This preface contains the following topics:. 
■ Audience 
■ Documentation Accessibility 
■ Related Documents 
■ Conventions 
Audience 
This document is intended for developers and administrators who want to use Oracle 
Data Integrator as a development tool for their integration processes. This guide 
explains how to work with the graphical components that make up the Oracle Data 
Integrator graphical user interface. It guides you through common tasks and worked 
examples of development in Oracle Data Integrator. It includes conceptual and 
background information on the features and functionalities of Oracle Data Integrator. 
Documentation Accessibility 
For information about Oracle's commitment to accessibility, visit the Oracle 
Accessibility Program website at 
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. 
Access to Oracle Support 
Oracle customers have access to electronic support through My Oracle Support. For 
information, visit 
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit 
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are 
hearing impaired. 
Related Documents 
For more information, see the following Oracle resources: 
■ Oracle Fusion Middleware Getting Started with Oracle Data Integrator 
■ Oracle Fusion Middleware Installation Guide for Oracle Data Integrator 
■ Oracle Fusion Middleware Upgrade Guide for Oracle Data Integrator
xx 
■ Oracle Fusion Middleware Developer's Guide for Oracle Data Integrator 
■ Oracle Fusion Middleware Connectivity and Modules Guide for Oracle Data Integrator 
■ Oracle Fusion Middleware Application Adapters Guide for Oracle Data Integrator 
■ Oracle Fusion Middleware Knowledge Module Developer's Guide for Oracle Data 
Integrator 
■ Oracle Data Integrator 11g Online Help, which is available in ODI Studio through the 
JDeveloper Help Center when you press F1 or via the main menu by selecting 
Help > Search 
■ Oracle Data Integrator 11g Release Notes, included with your Oracle Data Integrator 
11g installation, and on Oracle Technology Network 
Conventions 
The following text conventions are used in this document: 
Convention Meaning 
boldface Boldface type indicates graphical user interface elements associated 
with an action, or terms defined in text or the glossary. 
italic Italic type indicates book titles, emphasis, or placeholder variables for 
which you supply particular values. 
monospace Monospace type indicates commands within a paragraph, URLs, code 
in examples, text that appears on the screen, or text that you enter.
What’s New In Oracle Data Integrator? 
This document describes the new and enhanced features introduced with Oracle Data 
Integrator 11g Release 1 (11.1.1). 
This chapter includes the following sections: 
xxi 
■ New Features in Oracle Data Integrator 11gR1 PS6 (11.1.1.7) 
■ New Features in Oracle Data Integrator 11gR1 PS2 (11.1.1.6) 
■ New Features in Oracle Data Integrator 11gR1 PS1 (11.1.1.5) 
■ New Features in Oracle Data Integrator 11gR1 (11.1.1.3) 
New Features in Oracle Data Integrator 11gR1 PS6 (11.1.1.7) 
Oracle Data Integrator 11gR1 (11.1.1.7) introduces the following enhancements: 
■ ODI WebSphere Support (Hot-Pluggability) 
■ XML Driver Enhancements 
■ SSL Support for Standalone Agent 
■ Include EDQ Open Tool in ODI Core 
ODI WebSphere Support (Hot-Pluggability) 
A core strategy and a key feature of Oracle Fusion Middleware is hot-pluggability. 
Built for the heterogeneous enterprise, Oracle Fusion Middleware consists of modular 
component software that runs on a range of popular platforms and interoperates with 
middleware technologies and business applications from other software vendors such 
as IBM, Microsoft, and SAP. The hot-pluggability aims to make components 
deployable and operational in non-Oracle environments and on multiple application 
servers. 
This ODI release introduces the support of IBM WebSphere Application Server (WAS). 
ODI Agents and datasources can now be deployed on Oracle WebLogic Server (WLS) 
and IBM WebSphere Application Server (WAS). 
XML Driver Enhancements 
Full support for XML Schema constructs by using standard Oracle parser: 
■ New JDBC driver parameter compat_mode to indicate the compatibility with 
mapping modes such as the XDK XSD parser. 
■ New JDBC driver command WRITEMAPPINGFILE to help understand the 
relational structure that has been created for the XSD/DTD file. The mapping file
xxii 
contains the element/attribute name to table/table.column name mapping for 
each element/attribute. 
■ The JDBC command CREATE SCHEMA includes now the compat_mode 
parameter. 
SSL Support for Standalone Agent 
The Standalone Agent now supports the SSL protocol for secure connectivity. New 
parameters added to specify the Standalone Agent server side transport protocol and 
to configure the SSL truststore and keystore: 
■ New environment variables in agent.sh/agent.bat scripts 
■ New configuration variables in odiparams.sh/odiparams.bat scripts 
■ Java system properties in odiparam.sh/odiparams.bat scripts 
Include EDQ Open Tool in ODI Core 
The EDQ Open Tool introduced in ODI 11gR1 PS2 ( 11.1.1.6) to invoke an Oracle 
Enterprise Data Quality (Datanomic) Job is now available as a standard ODI tool. The 
OdiEnterpriseDataQuality tool includes a new, optional parameter to connect MBean 
domains. 
New Features in Oracle Data Integrator 11gR1 PS2 (11.1.1.6) 
Oracle Data Integrator 11gR1 (11.1.1.6) introduces the following enhancements: 
■ Shortcuts 
■ Tracking Variables and Sequences 
■ Global Knowledge Modules 
■ Enhanced Session Logging 
■ Handling Failed Load Plan Enhancements 
■ Enhanced Variable Handling in Load Plans 
■ Smart Export and Import 
■ Enterprise Data Quality Integration 
■ Groovy Editor 
■ Support of Undo and Redo Operations 
■ Autocomplete for Text Fields and Lists 
■ Version Numbering for Knowledge Modules 
Shortcuts 
This ODI release introduces new objects called shortcuts. Shortcuts greatly improve 
productivity by allowing end users to express the large commonality that often exists 
between two different versions of the same source application, such as same tables and 
columns, same constraints, and same transformations. 
Shortcuts are links to common Oracle Data Integrator objects stored in separate 
locations and can be created for datastores, integration interfaces, packages, and 
procedures. In addition, release tags have been introduced to manage the 
materialization of shortcuts based on specific tags.
Tracking Variables and Sequences 
Variables and sequences are often used in Oracle Data Integrator processes. Oracle 
Data Integrator 11.1.1.6 introduces a new feature allowing end users to determine the 
actual values of variables and sequences that were used during an executed session. 
Tracking variables and sequences is extremely useful for debugging purposes. 
With the variable tracking feature you can also easily determine whether the variable 
was used in a mapping or an internal operation such as an Evaluate Variable step. 
Global Knowledge Modules 
ODI 11.1.1.6 introduces Global Knowledge Modules (KMs) allowing specific KMs to 
be shared across multiple projects. In previous versions of ODI, Knowledge Modules 
were always specific to a Project and could only be used within the project into which 
they were imported. Global KMs are listed in the Designer Navigator in the Global 
Objects accordion. 
Enhanced Session Logging 
The readability of the execution logs has been improved in this release for Knowledge 
Modules and Procedure commands. The final code for source and target commands is 
now available in the Operator Navigator, making it easier to review executions 
containing several runtime parameters. 
Handling Failed Load Plan Enhancements 
It is now possible to change the execution status of a failed Load Plan step from Error 
to Done on the Steps tab of the Load Plan run Editor. This allows this particular Load 
Plan step to be ignored the next time the Load Plan run is restarted. This is useful, for 
example, when the error causing this Load Plan step to fail is not possible to fix at the 
moment. However, you want to execute the rest of the Load Plan regardless of this 
Load Plan step status. By changing the status to Done, the step will be ignored on the 
next execution. 
xxiii 
Enhanced Variable Handling in Load Plans 
To improve the readability of Load Plans, the Load Plan variables are grouped into 
two tables to distinguish between scenario variables and other variables. 
Smart Export and Import 
Exporting and importing Oracle Data Integrator objects between repositories is a 
common practice when working with multiple environments such as Development, 
Quality Assurance and Production. The new Smart Export and Import feature guides 
you through this task and provides advanced code management features. 
Smart Export automatically exports an object with all its object dependencies. It is 
particularly useful when you want to move a consistent lightweight set of objects from 
one repository to another including only a set of modified objects. 
The Smart Export and Import feature is a lightweight and consistent export and 
import mechanism providing several key features such as: 
■ Automatic and customizable object matching rules between the objects to import 
and the objects already present in the repository 
■ A set of actions that can be applied to the object to import when a matching object 
has been found in the repository 
■ Proactive issue detection and resolution that suggests a default working solution 
for every broken link or conflict detected during the Smart Import
xxiv 
Enterprise Data Quality Integration 
With the EnterpriseDataQuality Open Tool it is now possible to invoke an Oracle 
Enterprise Data Quality (Datanomic) Job in a Package. Developers can design a Data 
Quality process in Oracle Enterprise Data Quality and invoke it in a Package in ODI 
along with the ETL steps. 
The EnterpriseDataQuality Open Tool is installed using the standard procedure for 
Open Tools and can be used in a Package or a Procedure, similarly to the tools 
provided out of the box in Oracle Data Integrator. 
Groovy Editor 
This release introduces the Groovy editor. The Groovy editor provides a single 
environment for creating, editing, and executing Groovy scripts within the ODI Studio 
context. It provides all standard features of a code editor such as syntax highlighting 
and common code editor commands. 
Support of Undo and Redo Operations 
It is now possible to undo or redo changes in editors, dialogs, wizards, and in the 
Property Inspector using the following keyboard shortcuts: CTRL+Z and CTRL+Y. 
Autocomplete for Text Fields and Lists 
Certain text components and drop down lists in the ODI Studio now support the 
autocomplete feature, making end users more productive. 
Version Numbering for Knowledge Modules 
The version numbering of Knowledge Modules improves the information provided to 
identify the used environment: 
■ It is now possible to determine when a KM has been modified and when it is not 
the original Knowledge Module as released by Oracle. 
■ The KM modifications can be tracked by a version number. 
■ It is now possible to find out when a KM has been released with an external 
component such as a jar file or a dll file (This is the case for example for the SAP 
and Hyperion KMs.) 
■ It is posssible to indicate whether a given ODI version is compatible with the KM 
version. 
New Features in Oracle Data Integrator 11gR1 PS1 (11.1.1.5) 
Oracle Data Integrator 11gR1 (11.1.1.5) introduces the following enhancements: 
■ Load Plans 
■ OBIEE Lineage 
■ Commands on Connect/Disconnect 
■ Complex File Technology 
■ Groovy Technology 
■ Web Services Enhancements 
■ Built-in Technology Additions and Updates 
■ Support for Technologies with Ordered and Non-Ordered Join Syntax
xxv 
■ New Method for Setting Task Names 
■ Shared Library for WLS Agent 
■ Performance Optimization 
Load Plans 
Load Plans are new objects introduced in this release to organize at a high level the 
execution of packages and scenarios. Load Plans provide features for parallel, 
sequential, and conditional scenario execution, restartability, and exception handling. 
Load Plans can be created and modified in production environments. 
OBIEE Lineage 
Oracle Business Intelligence Enterprise Edition (OBIEE) users need to know the origin 
of the data displayed on their reports. When this data is loaded from source systems 
into the data warehouse using Oracle Data Integrator, it is possible to use the Oracle 
Data Integrator Lineage for Oracle Business Intelligence feature to consolidate ODI 
metadata with OBIEE and expose this metadata in a report-to-source data lineage 
dashboard in OBIEE. 
Commands on Connect/Disconnect 
It is possible to define for a data server commands that will be automatically executed 
when connections to this data server are created or closed by ODI components or by a 
session. 
Complex File Technology 
Complex file formats (multiple record files) can now be integrated using the new 
Complex File technology. This technology leverages a new built-in driver that converts 
transparently complex file formats into a relational structure using a Native Schema 
(nXSD) description file. 
Groovy Technology 
Groovy is added to the list of scripting engines supported by Oracle Data Integrator 
for use in knowledge modules and procedures. 
Web Services Enhancements 
Web service support in Oracle Data Integrator has been enhanced with the following 
features: 
■ Support for Container Based Authentication: When external authentication and 
container based authentication with Oracle Platform Security Services (OPSS) are 
configured, authentication can be passed to the ODI Run-Time Web Services using 
HTTP basic authentication, WS-Security headers, SAML tokens and so forth and 
not in the SOAP request. 
■ Support for Asynchronous calls and Callback: A scenario or session can be started 
using the Run-Time Web Services on a one-way operation. When the session 
completes, the result of the execution can trigger an operation on a callback 
address. This pattern can be used for handling long running sessions started, for 
example, from Oracle BPEL. 
■ Full SOAP edition for outbound web services calls: The OdiInvokeWebService tool 
now supports full-formed SOAP messages including the SOAP header and body.
xxvi 
Built-in Technology Additions and Updates 
The following technologies used in Oracle Data Integrator have been added and 
updated: 
■ Embedded HSQL engine is upgraded to version 2.0. This embedded engine is 
used for the Memory Engine as well as the XML and LDAP Drivers' built-in 
storage 
■ Jython BSF engine is updated to version 2.1 
■ JAX-WS/JRF is now used as a standard stack for web service calls and processing. 
Axis is no longer used 
Support for Technologies with Ordered and Non-Ordered Join Syntax 
Technologies can now support both the ordered or non-ordered (database-specific) 
syntax for joins. The Oracle DB technology was modified to support both join 
syntaxes. 
New Method for Setting Task Names 
A new setTaskName method is available to update at run-time the name of a task. 
Shared Library for WLS Agent 
A new template called Oracle Data Integrator - Agent Libraries includes libraries shared 
by all the deployed JEE agent in a domain, and must be deployed before the Oracle 
Data Integrator - Agent default template or a generate template. 
Performance Optimization 
The following optimizations have been made in the design-time and run-time 
components to improve their performance: 
■ Long texts storage modified to use CLOBs 
■ Agent-Repository network communications reduced at run-time 
■ Agent JDBC to JDBC loading mechanism reviewed and optimized 
New Features in Oracle Data Integrator 11gR1 (11.1.1.3) 
This first release of Oracle Data Integrator introduces a large number of new features, 
grouped in this section by release themes. 
This section includes the following topics: 
■ Release Themes. This section provides the primary themes of this release and 
associated features. 
■ New Features. This section provides a complete list of the new features for this 
release. 
Release Themes 
While the new features of Oracle Data Integrator for this release cover a number of 
different areas, the most important changes for new and existing customers are: 
■ New Architectures Supported for Enterprise-Scale Deployment Options 
■ Core Design-Time Features for Enhanced Productivity and Performance 
■ Standard JDeveloper-Based IDE: Oracle Data Integrator Studio
xxvii 
■ Developer Usability and Productivity Enhancements 
■ New Features for Administration 
■ Enhanced Diagnostic Features and Capabilities 
■ Technologies and Knowledge Modules Enhancements 
New Architectures Supported for Enterprise-Scale Deployment Options 
Oracle Data Integrator now provides several deployment options for lightweight 
standalone deployments and enhanced architectures for deployments based on 
cluster-able and fault tolerant application server frameworks. Features in this area 
include: 
■ Standalone Agent deployment when agents should be deployed on the same 
hardware where database software is running 
■ Java EE Agent when agents are used in a clustered Java EE configuration 
■ External Password Storage and External Authentication and SSO for hardening 
security and support centralized authentication 
■ Repository Connection Retry, OPMN Integration and Support for WLS Clustering 
for high-availability 
■ Java EE Agent Template Generation, Pre-Packaged WebLogic Server Templates for 
Java EE Components and Automatic Datasource Creation for WebLogic Server 
Core Design-Time Features for Enhanced Productivity and Performance 
Oracle Data Integrator now provides a set of core features for increasing development 
productivity and the performance of the integration flows. Features in this area 
include: 
■ Datasets and Set-Based Operators 
■ Support for Natural Joins 
■ Partitioning 
■ Lookups 
■ Derived Select for Temporary Interfaces 
■ Automatic Temporary Index Management 
■ Support for Native Sequences 
Standard JDeveloper-Based IDE: Oracle Data Integrator Studio 
The Oracle Data Integrator User Interface now uses the JDeveloper-based integrated 
development environment (IDE), and is renamed Oracle Data Integrator Studio. 
The user interface has been entirely redesigned in this release to improve developer 
productivity and make advanced features more accessible. This new IDE provides the 
following key features: 
■ New Navigator Organization 
■ New Look and Feel 
■ Redesigned Editors 
■ Improved User Assistance
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Developer’s guide for oracle data integrator

  • 1. Oracle® Fusion Middleware Developer’s Guide for Oracle Data Integrator 11g Release 1 (11.1.1) E12643-06 February 2013
  • 2. Oracle Fusion Middleware Developer's Guide for Oracle Data Integrator, 11g Release 1 (11.1.1) E12643-06 Copyright © 2010, 2013, Oracle and/or its affiliates. All rights reserved. Primary Author: Laura Hofman Miquel This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
  • 3. Contents Preface ............................................................................................................................................................... xix Audience..................................................................................................................................................... xix Documentation Accessibility ................................................................................................................... xix Related Documents ................................................................................................................................... xix Conventions ............................................................................................................................................... xx What’s New In Oracle Data Integrator? ......................................................................................... xxi New Features in Oracle Data Integrator 11gR1 PS6 (11.1.1.7) ............................................................ xxi New Features in Oracle Data Integrator 11gR1 PS2 (11.1.1.6) ........................................................... xxii New Features in Oracle Data Integrator 11gR1 PS1 (11.1.1.5) .......................................................... xxiv New Features in Oracle Data Integrator 11gR1 (11.1.1.3) ................................................................. xxvi iii Part I Understanding Oracle Data Integrator 1 Introduction to Oracle Data Integrator 1.1 Introduction to Data Integration with Oracle Data Integrator............................................. 1-1 1.1.1 Data Integration ................................................................................................................... 1-1 1.1.2 Oracle Data Integrator......................................................................................................... 1-1 1.1.3 E-LT........................................................................................................................................ 1-2 1.2 Oracle Data Integrator Concepts .............................................................................................. 1-3 1.2.1 Introduction to Declarative Design................................................................................... 1-3 1.2.2 Introduction to Knowledge Modules ............................................................................... 1-4 1.2.3 Introduction to Integration Interfaces............................................................................... 1-5 1.2.3.1 Datastores ...................................................................................................................... 1-6 1.2.3.2 Declarative Rules .......................................................................................................... 1-6 1.2.3.3 Data Flow....................................................................................................................... 1-7 1.3 Typical ODI Integration Projects .............................................................................................. 1-9 1.3.1 Batch Oriented Integration................................................................................................. 1-9 1.3.2 Event Oriented Integration.............................................................................................. 1-10 1.3.3 Service-Oriented Architecture ........................................................................................ 1-10 1.3.4 Data Quality with ODI..................................................................................................... 1-11 1.3.5 Managing Environments ................................................................................................. 1-12 1.4 Oracle Data Integrator Architecture...................................................................................... 1-14 1.4.1 Repositories ....................................................................................................................... 1-15 1.4.2 User Interfaces................................................................................................................... 1-16
  • 4. iv 1.4.3 Design-time Projects......................................................................................................... 1-17 1.4.4 Run-Time Agent................................................................................................................ 1-17 2 Oracle Data Integrator QuickStart 2.1 Oracle Data Integrator QuickStart List .................................................................................... 2-1 Part II Administering the Oracle Data Integrator Architecture 3 Administering the Oracle Data Integrator Repositories 3.1 Introduction to Oracle Data Integrator Repositories ............................................................. 3-1 3.2 Creating Repository Storage Spaces......................................................................................... 3-2 3.3 Creating the Master Repository ................................................................................................ 3-4 3.4 Connecting to the Master Repository ...................................................................................... 3-5 3.5 Creating a Work Repository...................................................................................................... 3-6 3.6 Connecting to a Work Repository ............................................................................................ 3-7 3.7 Changing the Work Repository Password.............................................................................. 3-8 3.8 Advanced Actions for Administering Repositories .............................................................. 3-8 3.8.1 Attaching and Deleting a Work Repository..................................................................... 3-9 3.8.2 Erasing a Work Repository.............................................................................................. 3-10 3.8.3 Renumbering Repositories .............................................................................................. 3-10 3.8.4 Tuning the Repository ..................................................................................................... 3-11 4 Setting-up the Topology 4.1 Introduction to the Oracle Data Integrator Topology ........................................................... 4-1 4.1.1 Physical Architecture .......................................................................................................... 4-1 4.1.2 Contexts................................................................................................................................. 4-2 4.1.3 Logical Architecture ............................................................................................................ 4-2 4.1.4 Agents.................................................................................................................................... 4-2 4.1.5 Languages............................................................................................................................. 4-4 4.1.6 Repositories .......................................................................................................................... 4-4 4.2 Setting Up the Topology ............................................................................................................ 4-4 4.2.1 Creating a Context ............................................................................................................... 4-5 4.2.2 Creating a Data Server ........................................................................................................ 4-5 4.2.2.1 Pre-requisites and Guidelines..................................................................................... 4-5 4.2.2.2 Creating a Data Server ................................................................................................. 4-6 4.2.2.3 Creating a Data Server (Advanced Settings) ............................................................ 4-8 4.2.2.4 Testing a Data Server Connection........................................................................... 4-11 4.2.3 Creating a Physical Schema ............................................................................................ 4-11 4.2.4 Creating a Logical Schema .............................................................................................. 4-12 4.2.5 Creating a Physical Agent ............................................................................................... 4-12 4.2.6 Creating a Logical Agent ................................................................................................. 4-13 4.3 Managing Agents..................................................................................................................... 4-13 4.3.1 Standalone Agent.............................................................................................................. 4-13 4.3.1.1 Configuring the Standalone Agent ........................................................................ 4-14 4.3.1.2 Launching a Standalone Agent ............................................................................... 4-16 4.3.1.3 Stopping an Agent..................................................................................................... 4-17
  • 5. 4.3.2 Java EE Agent.................................................................................................................... 4-18 4.3.2.1 Deploying an Agent in a Java EE Application Server ......................................... 4-18 4.3.2.2 Deploying Datasources from Oracle Data Integrator in an application server for an v Agent 4-20 4.3.3 Load Balancing Agents .................................................................................................... 4-21 4.3.3.1 Delegating Sessions................................................................................................... 4-21 4.3.3.2 Agent Unavailable..................................................................................................... 4-22 4.3.3.3 Setting Up Load Balancing....................................................................................... 4-22 Part III Managing and Reverse-Engineering Metadata 5 Creating and Reverse-Engineering a Model 5.1 Introduction to Models .............................................................................................................. 5-1 5.1.1 Datastores ............................................................................................................................. 5-1 5.1.2 Data Integrity ....................................................................................................................... 5-2 5.1.3 Reverse-engineering............................................................................................................ 5-2 5.1.4 Changed Data Capture ....................................................................................................... 5-3 5.2 Creating and Reverse-Engineering a Model ........................................................................... 5-3 5.2.1 Creating a Model ................................................................................................................. 5-3 5.2.2 Reverse-engineering a Model ............................................................................................ 5-3 5.3 Creating and Reverse-Engineering a Datastore ..................................................................... 5-5 5.3.1 Creating a Datastore............................................................................................................ 5-5 5.3.2 Reverse-Engineering File Datastores ................................................................................ 5-6 5.3.2.1 Reverse-Engineering Fixed Files ................................................................................ 5-6 5.3.2.2 Reverse-Engineering Delimited Files ........................................................................ 5-6 5.3.2.3 Reverse-Engineering COBOL Files ............................................................................ 5-7 5.3.3 Adding and Deleting Datastore Columns ...................................................................... 5-7 5.3.4 Adding and Deleting Constraints and Filters ................................................................. 5-7 5.3.4.1 Keys ................................................................................................................................ 5-7 5.3.4.2 References ...................................................................................................................... 5-8 5.3.4.3 Conditions .................................................................................................................... 5-8 5.3.4.4 Mandatory Columns ................................................................................................... 5-9 5.3.4.5 Filter ............................................................................................................................... 5-9 5.4 Editing and Viewing a Datastore's Data.................................................................................. 5-9 5.5 Using Partitioning.................................................................................................................... 5-10 5.5.1 Defining Manually Partitions and Sub-Partitions of Model Datastores................... 5-10 5.6 Checking Data Quality in a Model........................................................................................ 5-11 5.6.1 Introduction to Data Integrity......................................................................................... 5-11 5.6.2 Checking a Constraint...................................................................................................... 5-11 5.6.3 Perform a Static Check on a Model, Sub-Model or Datastore.................................... 5-12 5.6.4 Reviewing Erroneous Records........................................................................................ 5-12 6 Working with Changed Data Capture 6.1 Introduction to Changed Data Capture................................................................................... 6-1 6.1.1 The Journalizing Components ........................................................................................... 6-1 6.1.2 Simple vs. Consistent Set Journalizing ............................................................................. 6-2
  • 6. vi 6.2 Setting up Journalizing .............................................................................................................. 6-2 6.2.1 Setting up and Starting Journalizing ................................................................................ 6-2 6.2.2 Journalizing Infrastructure Details ................................................................................... 6-6 6.2.3 Journalizing Status............................................................................................................... 6-7 6.3 Using Changed Data .................................................................................................................. 6-7 6.3.1 Viewing Changed Data....................................................................................................... 6-8 6.3.2 Using Changed Data: Simple Journalizing ...................................................................... 6-8 6.3.3 Using Changed Data: Consistent Set Journalizing ......................................................... 6-9 6.3.4 Journalizing Tools............................................................................................................. 6-10 6.3.5 Package Templates for Using Journalizing................................................................... 6-11 7 Working with Common Format Designer 7.1 Introduction to Common Format Designer ............................................................................ 7-1 7.1.1 What is a Diagram? ............................................................................................................. 7-1 7.1.2 Why assemble datastores and columns from other models? ........................................ 7-2 7.1.3 Graphical Synonyms ........................................................................................................... 7-2 7.2 Using the Diagram...................................................................................................................... 7-2 7.2.1 Creating a New Diagram.................................................................................................... 7-2 7.2.2 Create Datastores and Columns........................................................................................ 7-2 7.2.3 Creating Graphical Synonyms........................................................................................... 7-3 7.2.4 Creating and Editing Constraints and Filters.................................................................. 7-3 7.2.5 Printing a Diagram .............................................................................................................. 7-4 7.3 Generating DDL scripts ............................................................................................................. 7-5 7.4 Generating Interface IN/OUT .................................................................................................. 7-6 8 Working with Data Services 8.1 Introduction to Data Services.................................................................................................... 8-1 8.2 Setting Up Data Services............................................................................................................ 8-1 8.2.1 Configuring the Web Services Container......................................................................... 8-2 8.2.2 Setting up the Data Sources................................................................................................ 8-3 8.2.3 Configuring the Model ....................................................................................................... 8-3 8.3 Generating and Deploying Data Services ............................................................................... 8-4 8.3.1 Generating and Deploying Data Services ........................................................................ 8-5 8.3.2 Overview of Generated Services ....................................................................................... 8-5 8.3.3 Testing Data Services .......................................................................................................... 8-6 Part IV Developing Integration Projects 9 Creating an Integration Project 9.1 Introduction to Integration Projects ......................................................................................... 9-1 9.1.1 Oracle Data Integrator Project Components.................................................................... 9-1 9.1.1.1 Oracle Data Integrator Project Components ............................................................ 9-1 9.1.1.2 Global Components...................................................................................................... 9-3 9.1.2 Project Life Cycle ................................................................................................................. 9-3 9.2 Creating a New Project .............................................................................................................. 9-3 9.3 Managing Knowledge Modules ............................................................................................... 9-3
  • 7. 9.3.1 Project and Global Knowlegde Modules.......................................................................... 9-4 9.3.2 Knowledge Modules Naming Convention...................................................................... 9-4 9.3.3 Choosing the Right Knowledge Modules ........................................................................ 9-7 9.3.4 Importing and Replacing Knowledge Modules.............................................................. 9-7 9.3.5 Encrypting and Decrypting a KM ..................................................................................... 9-9 9.4 Organizing the Project with Folders ..................................................................................... 9-10 vii 10 Working with Packages 10.1 Introduction to Packages ........................................................................................................ 10-1 10.1.1 Introduction to Steps ........................................................................................................ 10-1 10.1.2 Introduction to Creating Packages................................................................................. 10-3 10.1.3 Introduction to the Package editor................................................................................. 10-3 10.2 Creating a new Package .......................................................................................................... 10-4 10.3 Working with Steps ................................................................................................................. 10-4 10.3.1 Adding a Step.................................................................................................................... 10-4 10.3.1.1 Executing an Interface............................................................................................... 10-4 10.3.1.2 Executing a Procedure .............................................................................................. 10-5 10.3.1.3 Variable Steps............................................................................................................. 10-5 10.3.1.4 Adding Oracle Data Integrator Tool Steps ............................................................ 10-7 10.3.1.5 Model, Sub-Models and Datastore Related Steps................................................. 10-7 10.3.1.6 Checking a Model, Sub-Model or Datastore ........................................................ 10-7 10.3.1.7 Journalizing a Model or a Datastore....................................................................... 10-8 10.3.1.8 Reverse-Engineering a Model ................................................................................. 10-8 10.3.2 Deleting a Step .................................................................................................................. 10-9 10.3.3 Duplicating a Step............................................................................................................. 10-9 10.3.4 Running a Step .................................................................................................................. 10-9 10.3.5 Editing a Step’s Linked Object........................................................................................ 10-9 10.3.6 Arranging the Steps Layout .......................................................................................... 10-10 10.4 Defining the Sequence of Steps............................................................................................ 10-10 10.5 Running the Package............................................................................................................. 10-11 11 Working with Integration Interfaces 11.1 Introduction to Integration Interfaces................................................................................... 11-1 11.1.1 Components of an Integration Interface........................................................................ 11-1 11.2 Introduction to the Interface Editor ...................................................................................... 11-3 11.3 Creating an Interface ............................................................................................................... 11-4 11.3.1 Create a New Interface..................................................................................................... 11-4 11.3.2 Define the Target Datastore ............................................................................................ 11-5 11.3.2.1 Permanent Target Datastore .................................................................................... 11-5 11.3.2.2 Temporary Target Datastore.................................................................................... 11-6 11.3.2.3 Define the Update Key.............................................................................................. 11-7 11.3.3 Define the Datasets ........................................................................................................... 11-8 11.3.4 Define the Source Datastores and Lookups.................................................................. 11-8 11.3.4.1 Define the Source Datastores ................................................................................... 11-9 11.3.4.2 Define Lookups........................................................................................................ 11-11 11.3.4.3 Define Filters on the Sources.................................................................................. 11-13
  • 8. viii 11.3.4.4 Define Joins between Sources ............................................................................... 11-13 11.3.5 Define the Mappings...................................................................................................... 11-14 11.3.6 Define the Interface Flow............................................................................................... 11-15 11.3.7 Set up Flow Control and Post-Integration Control.................................................... 11-17 11.3.7.1 Set up Flow Control ................................................................................................ 11-17 11.3.7.2 Set up Post-Integration Control............................................................................. 11-17 11.3.8 Execute the Integration Interface.................................................................................. 11-18 11.4 Using the Quick-Edit Editor................................................................................................. 11-18 11.4.1 Adding and Removing a Component ......................................................................... 11-18 11.4.1.1 Adding Components............................................................................................... 11-19 11.4.1.2 Removing Components .......................................................................................... 11-20 11.4.2 Editing a Component ..................................................................................................... 11-21 11.4.3 Adding, Removing, and Configuring Datasets.......................................................... 11-21 11.4.4 Changing the Target DataStore .................................................................................... 11-21 11.4.5 Customizing Tables ........................................................................................................ 11-22 11.4.6 Using Keyboard Navigation for Common Tasks....................................................... 11-22 11.5 Designing Integration Interfaces: E-LT- and ETL-Style Interfaces ................................. 11-23 12 Working with Procedures, Variables, Sequences, and User Functions 12.1 Working with Procedures....................................................................................................... 12-1 12.1.1 Introduction to Procedures.............................................................................................. 12-1 12.1.2 Creating Procedures ......................................................................................................... 12-2 12.1.2.1 Create a New Procedure........................................................................................... 12-2 12.1.2.2 Define the Procedure's Options............................................................................... 12-3 12.1.2.3 Create and Manage the Procedure's Commands.................................................. 12-4 12.1.3 Using Procedures.............................................................................................................. 12-8 12.1.3.1 Executing the Procedure........................................................................................... 12-9 12.1.3.2 Using a Procedure in a Package .............................................................................. 12-9 12.1.3.3 Generating a Scenario for a Procedure................................................................... 12-9 12.1.4 Encrypting and Decrypting Procedures........................................................................ 12-9 12.1.4.1 Encrypting a KM or Procedure.............................................................................. 12-10 12.1.4.2 Decrypting a KM or Procedure ............................................................................. 12-10 12.2 Working with Variables ........................................................................................................ 12-10 12.2.1 Introduction to Variables............................................................................................... 12-10 12.2.2 Creating Variables .......................................................................................................... 12-11 12.2.3 Using Variables ............................................................................................................... 12-13 12.2.3.1 Using Variables in Packages .................................................................................. 12-14 12.2.3.2 Using Variables in Interfaces ................................................................................. 12-15 12.2.3.3 Using Variables in Object Properties .................................................................... 12-16 12.2.3.4 Using Variables in Procedures............................................................................... 12-16 12.2.3.5 Using Variables within Variables.......................................................................... 12-17 12.2.3.6 Using Variables in the Resource Name of a Datastore ...................................... 12-18 12.2.3.7 Using Variables in a Server URL........................................................................... 12-18 12.2.3.8 Using Variables in On Connect/Disconnect Commands.................................. 12-20 12.2.3.9 Passing a Variable to a Scenario ............................................................................ 12-20 12.2.3.10 Generating a Scenario for a Variable .................................................................... 12-20 12.2.3.11 Tracking Variables and Sequences........................................................................ 12-20
  • 9. 12.3 Working with Sequences ...................................................................................................... 12-21 12.3.1 Introduction to Sequences ............................................................................................. 12-21 12.3.2 Creating Sequences......................................................................................................... 12-22 12.3.2.1 Creating Standard Sequences ................................................................................ 12-22 12.3.2.2 Creating Specific Sequences................................................................................... 12-22 12.3.2.3 Creating Native Sequences .................................................................................... 12-23 12.3.3 Using Sequences and Identity Columns ..................................................................... 12-23 12.3.3.1 Tips for Using Standard and Specific Sequences................................................ 12-24 12.3.3.2 Identity Columns..................................................................................................... 12-25 12.4 Working with User Functions.............................................................................................. 12-25 12.4.1 Introduction User Functions ......................................................................................... 12-25 12.4.2 Creating User Functions ................................................................................................ 12-26 12.4.3 Using User Functions ..................................................................................................... 12-27 ix 13 Working with Scenarios 13.1 Introduction to Scenarios........................................................................................................ 13-1 13.2 Generating a Scenario.............................................................................................................. 13-2 13.3 Regenerating a Scenario.......................................................................................................... 13-2 13.4 Generating a Group of Scenarios........................................................................................... 13-3 13.5 Exporting Scenarios ................................................................................................................. 13-4 13.6 Importing Scenarios in Production ....................................................................................... 13-4 13.6.1 Import Scenarios ............................................................................................................... 13-5 13.6.2 Replace a Scenario ............................................................................................................ 13-5 13.6.3 Working with a Scenario from a Different Repository ............................................... 13-5 13.7 Encrypting and Decrypting a Scenario................................................................................. 13-6 14 Working with Load Plans 14.1 Introduction to Load Plans..................................................................................................... 14-1 14.1.1 Load Plan Execution Lifecycle ........................................................................................ 14-2 14.1.2 Differences between Packages, Scenarios, and Load Plans........................................ 14-2 14.1.3 Load Plan Structure.......................................................................................................... 14-2 14.1.4 Introduction to the Load Plan Editor............................................................................. 14-4 14.2 Creating a Load Plan ............................................................................................................... 14-6 14.2.1 Creating a New Load Plan .............................................................................................. 14-6 14.2.2 Defining the Load Plan Step Sequence.......................................................................... 14-7 14.2.2.1 Adding Load Plan Steps........................................................................................... 14-8 14.2.2.2 Editing Load Plan Steps.......................................................................................... 14-11 14.2.2.3 Deleting a Step ......................................................................................................... 14-13 14.2.2.4 Duplicating a Step ................................................................................................... 14-13 14.2.3 Working with Variables in Load Plans........................................................................ 14-14 14.2.3.1 Declaring Load Plan Variables .............................................................................. 14-14 14.2.3.2 Setting Variable Values in a Step........................................................................... 14-14 14.2.4 Handling Load Plan Exceptions and Restartability................................................... 14-15 14.2.4.1 Defining Exceptions Flows..................................................................................... 14-15 14.2.4.2 Using Exception Handling ..................................................................................... 14-16 14.2.4.3 Defining the Restart Behavior................................................................................ 14-17
  • 10. x 14.3 Running Load Plans .............................................................................................................. 14-17 14.4 Using Load Plans in Production .......................................................................................... 14-18 14.4.1 Running Load Plans in Production.............................................................................. 14-18 14.4.2 Scheduling Load Plans................................................................................................... 14-18 14.4.3 Exporting, Importing and Versioning Load Plans..................................................... 14-18 14.4.3.1 Exporting Load Plans.............................................................................................. 14-19 14.4.3.2 Importing Load Plans ............................................................................................. 14-19 14.4.3.3 Versioning Load Plans............................................................................................ 14-19 15 Working with Web Services in Oracle Data Integrator 15.1 Introduction to Web Services in Oracle Data Integrator.................................................... 15-1 15.2 Data Services............................................................................................................................. 15-2 15.3 Oracle Data Integrator Run-Time Services........................................................................... 15-3 15.4 Invoking Third-Party Web Services ...................................................................................... 15-3 15.4.1 Introduction to Web Service Invocation........................................................................ 15-3 15.4.2 Using the OdiInvokeWebService Tool .......................................................................... 15-3 15.4.3 Web Service Invocation in Integration Flows............................................................... 15-7 16 Working with Oracle Data Quality Products 16.1 Introduction to Oracle Data Quality Products .................................................................... 16-1 16.2 The Data Quality Process........................................................................................................ 16-1 16.2.1 Create a Quality Input File .............................................................................................. 16-2 16.2.2 Create an Entity................................................................................................................. 16-2 16.2.2.1 Step 1: Validate Loader Connections...................................................................... 16-2 16.2.2.2 Step 2: Create Entity and Import Data ................................................................... 16-3 16.2.2.3 Step 3: Verify Entity .................................................................................................. 16-4 16.2.3 Create a Profiling Project ................................................................................................. 16-5 16.2.4 Create a Oracle Data Quality Project ............................................................................. 16-5 16.2.5 Export the Data Quality Project...................................................................................... 16-5 16.2.6 Reverse-engineer the Entities.......................................................................................... 16-8 16.2.7 Use Oracle Data Quality Input and Output Files in Interfaces.................................. 16-9 16.2.8 Run this Quality Project from Oracle Data Integrator ............................................... 16-9 16.2.9 Sequence the Process in a Package................................................................................. 16-9 17 Working with Shortcuts 17.1 Introduction to Shortcuts........................................................................................................ 17-1 17.1.1 Shortcutting Concepts...................................................................................................... 17-1 17.1.2 Shortcut Objects ................................................................................................................ 17-2 17.2 Introduction to the Shortcut Editor ....................................................................................... 17-3 17.3 Creating a Shortcut .................................................................................................................. 17-3 17.4 Working with Shortcuts in your Projects ............................................................................. 17-4 17.4.1 Duplicating a Selection with Shortcuts.......................................................................... 17-4 17.4.2 Jump to the Reference Shortcut ...................................................................................... 17-5 17.4.3 Jump to the Base Object ................................................................................................... 17-5 17.4.4 Executing Shortcuts .......................................................................................................... 17-5 17.4.5 Materializing Shortcuts.................................................................................................... 17-5
  • 11. 17.4.6 Exporting and Importing Shortcuts ............................................................................... 17-5 17.4.7 Using Release Tags ........................................................................................................... 17-6 17.4.8 Advanced Actions ............................................................................................................ 17-7 xi Part V Managing Integration Projects 18 Organizing and Documenting your Work 18.1 Organizing Projects with Folders .......................................................................................... 18-1 18.1.1 Creating a New Folder..................................................................................................... 18-1 18.1.2 Arranging Project Folders ............................................................................................... 18-2 18.2 Organizing Models with Folders........................................................................................... 18-2 18.2.1 Creating a New Model Folder ........................................................................................ 18-2 18.2.2 Arranging Model Folders ................................................................................................ 18-2 18.2.3 Creating and Organizing Sub-Models........................................................................... 18-2 18.3 Using Cross-References........................................................................................................... 18-4 18.3.1 Browsing Cross-References............................................................................................. 18-4 18.3.2 Resolving Missing References......................................................................................... 18-5 18.4 Using Markers and Memos .................................................................................................... 18-5 18.4.1 Markers .............................................................................................................................. 18-6 18.4.2 Memos ................................................................................................................................ 18-7 18.5 Handling Concurrent Changes.............................................................................................. 18-7 18.5.1 Concurrent Editing Check............................................................................................... 18-7 18.5.2 Object Locking................................................................................................................... 18-8 18.6 Creating PDF Reports.............................................................................................................. 18-9 18.6.1 Generating a Topology Report ....................................................................................... 18-9 18.6.2 Generating a Report for the Version Comparison Results ......................................... 18-9 18.6.3 Generating a Report for an Oracle Data Integrator Object......................................... 18-9 18.6.4 Generating a Diagram Report....................................................................................... 18-10 19 Working with Version Management 19.1 Working with Object Flags ..................................................................................................... 19-1 19.2 Working with Versions ........................................................................................................... 19-2 19.3 Working with the Version Comparison Tool ...................................................................... 19-4 19.3.1 Viewing the Differences between two Versions .......................................................... 19-4 19.3.2 Using Comparison Filters................................................................................................ 19-5 19.3.3 Generating and Printing a Report of your Comparison Results ............................... 19-6 19.4 Working with Solutions .......................................................................................................... 19-6 19.4.1 Working with Elements in a Solution............................................................................ 19-7 19.4.2 Synchronizing Solutions .................................................................................................. 19-7 19.4.3 Restoring and Checking in a Solution ........................................................................... 19-8 19.4.4 Importing and Exporting Solutions ............................................................................... 19-8 20 Exporting/Importing 20.1 Import and Export Concepts.................................................................................................. 20-1 20.1.1 Internal Identifiers (IDs) .................................................................................................. 20-1 20.1.2 Relationships between Objects ....................................................................................... 20-2
  • 12. xii 20.1.3 Import Types ..................................................................................................................... 20-3 20.1.4 Tips for Import/Export.................................................................................................... 20-5 20.2 Exporting and Importing Objects.......................................................................................... 20-6 20.2.1 Exporting an Object with its Child Components......................................................... 20-6 20.2.2 Exporting an Object without its Child Components ................................................... 20-7 20.2.3 Partial Export/Import...................................................................................................... 20-7 20.2.4 Exporting one ODI Object ............................................................................................... 20-7 20.2.5 Export Multiple ODI Objects .......................................................................................... 20-8 20.2.6 Importing Objects ............................................................................................................. 20-9 20.2.6.1 Importing Objects .................................................................................................... 20-11 20.2.7 Smart Export and Import............................................................................................... 20-13 20.2.7.1 Performing a Smart Export .................................................................................... 20-13 20.2.7.2 Performing a Smart Import.................................................................................... 20-16 20.3 Repository-Level Export/Import ........................................................................................ 20-18 20.3.1 Exporting and Importing the Master Repository....................................................... 20-18 20.3.2 Export/Import the Topology and Security Settings.................................................. 20-21 20.3.3 Exporting and Importing a Work Repository ............................................................ 20-22 20.4 Exporting the Technical Environment................................................................................ 20-23 20.5 Exporting and Importing the Log........................................................................................ 20-23 Part VI Running and Monitoring Integration Processes 21 Running Integration Processes 21.1 Understanding ODI Executions............................................................................................. 21-1 21.2 Executing Interfaces, Procedures, Packages and Model Operations ............................... 21-3 21.3 Executing a Scenario................................................................................................................ 21-3 21.3.1 Executing a Scenario from ODI Studio.......................................................................... 21-3 21.3.2 Executing a Scenario from a Command Line ............................................................... 21-4 21.4 Restarting a Session ................................................................................................................. 21-6 21.4.1 Restarting a Session from ODI Studio ........................................................................... 21-7 21.4.2 Restarting a Session from a Command Line................................................................. 21-8 21.5 Stopping a Session ................................................................................................................... 21-9 21.5.1 Stopping a Session From ODI Studio ............................................................................ 21-9 21.5.2 Stopping a Session From a Command Line................................................................ 21-10 21.6 Executing a Load Plan........................................................................................................... 21-10 21.6.1 Executing a Load Plan from ODI Studio..................................................................... 21-11 21.6.2 Executing a Load Plan from a Command Line .......................................................... 21-11 21.7 Restarting a Load Plan Run.................................................................................................. 21-13 21.7.1 Restarting a Load Plan from ODI Studio .................................................................... 21-13 21.7.2 Restarting a Load Plan from a Command Line.......................................................... 21-14 21.8 Stopping a Load Plan Run.................................................................................................... 21-15 21.8.1 Stopping a Load Plan from ODI Studio ...................................................................... 21-15 21.8.2 Stopping a Load Plan Run from a Command Line ................................................... 21-15 21.9 Scheduling Scenarios and Load Plans ................................................................................ 21-16 21.9.1 Scheduling a Scenario or a Load Plan with the Built-in Scheduler ......................... 21-17 21.9.1.1 Scheduling a Scenario or a Load Plan .................................................................. 21-17 21.9.1.2 Updating an Agent’s Schedule .............................................................................. 21-18
  • 13. 21.9.1.3 Displaying the Schedule ......................................................................................... 21-18 21.9.2 Scheduling a Scenario or a Load Plan with an External Scheduler......................... 21-20 21.10 Simulating an Execution ....................................................................................................... 21-20 21.11 Managing Executions Using Web Services ........................................................................ 21-20 21.11.1 Introduction to Run-Time Web Services ..................................................................... 21-21 21.11.2 Executing a Scenario Using a Web Service ................................................................. 21-21 21.11.3 Monitoring a Session Status Using a Web Service..................................................... 21-22 21.11.4 Restarting a Session Using a Web Service................................................................... 21-23 21.11.5 Executing a Load Plan Using a Web Service .............................................................. 21-23 21.11.6 Stopping a Load Plan Run Using a Web Service ....................................................... 21-24 21.11.7 Restarting a Load Plan Instance Using a Web Service .............................................. 21-25 21.11.8 Monitoring a Load Plan Run Status Using a Web Service ....................................... 21-25 21.11.9 Listing Contexts Using a Web Service (Deprecated) ................................................. 21-26 21.11.10 Listing Scenarios Using a Web Service (Deprecated)................................................ 21-26 21.11.11 Accessing the Web Service from a Command Line................................................... 21-27 21.11.12 Using the Run-Time Web Services with External Authentication ......................... 21-29 21.11.13 Using WS-Addressing.................................................................................................... 21-29 21.11.14 Using Asynchronous Web Services with Callback................................................... 21-31 xiii 22 Monitoring Integration Processes 22.1 Introduction to Monitoring .................................................................................................... 22-1 22.1.1 Introduction to Operator Navigator .............................................................................. 22-1 22.1.2 Scenarios............................................................................................................................. 22-2 22.1.3 Sessions .............................................................................................................................. 22-2 22.1.4 Load Plans.......................................................................................................................... 22-3 22.1.5 Load Plan Executions ....................................................................................................... 22-3 22.1.6 Schedules............................................................................................................................ 22-3 22.1.7 Log ...................................................................................................................................... 22-3 22.1.8 Status .................................................................................................................................. 22-3 22.2 Monitoring Executions Results .............................................................................................. 22-4 22.2.1 Monitoring Sessions ......................................................................................................... 22-4 22.2.2 Monitoring Load Plan Runs............................................................................................ 22-5 22.2.3 Handling Failed Sessions................................................................................................. 22-5 22.2.4 Reviewing Successful Sessions ....................................................................................... 22-6 22.2.5 Handling Failed Load Plans............................................................................................ 22-7 22.2.6 Reviewing Successful Load Plans .................................................................................. 22-7 22.3 Managing your Executions..................................................................................................... 22-7 22.3.1 Managing Sessions ........................................................................................................... 22-7 22.3.1.1 Cleaning Stale Sessions............................................................................................. 22-8 22.3.2 Managing Load Plan Executions.................................................................................... 22-8 22.3.3 Managing the Log ............................................................................................................ 22-8 22.3.3.1 Filtering Sessions ....................................................................................................... 22-9 22.3.3.2 Purging the Log ......................................................................................................... 22-9 22.3.3.3 Organizing the Log with Session Folders ............................................................ 22-10 22.3.3.4 Exporting and Importing Log Data ...................................................................... 22-11 22.3.3.5 Runtime Logging for ODI components................................................................ 22-13 22.3.4 Managing Scenarios and Load Plans ........................................................................... 22-15
  • 14. xiv 22.3.4.1 Load Plan and Scenario Folders ............................................................................ 22-15 22.3.4.2 Importing Load Plans, Scenarios, and Solutions in Production ....................... 22-15 22.3.5 Managing Schedules ...................................................................................................... 22-16 23 Working with Oracle Data Integrator Console 23.1 Introduction to Oracle Data Integrator Console.................................................................. 23-1 23.1.1 Introduction to Oracle Data Integrator Console .......................................................... 23-1 23.1.2 Oracle Data Integrator Console Interface...................................................................... 23-2 23.2 Using Oracle Data Integrator Console.................................................................................. 23-3 23.2.1 Connecting to Oracle Data Integrator Console ............................................................ 23-3 23.2.2 Generic User Operations.................................................................................................. 23-4 23.2.3 Managing Scenarios and Sessions.................................................................................. 23-5 23.2.4 Managing Load Plans....................................................................................................... 23-8 23.2.5 Purging the Log................................................................................................................. 23-9 23.2.6 Using Data Lineage and Flow Map ............................................................................. 23-10 23.2.7 Performing Administrative Operations ...................................................................... 23-12 Part VII Managing the Security Settings 24 Managing the Security in Oracle Data Integrator 24.1 Introduction to Oracle Data Integrator Security ................................................................. 24-1 24.1.1 Objects, Instances and Methods ..................................................................................... 24-1 24.1.2 Profiles................................................................................................................................ 24-2 24.1.3 Users ................................................................................................................................... 24-3 24.2 Setting up a Security Policy.................................................................................................... 24-4 24.2.1 Security Policy Approach ................................................................................................ 24-4 24.2.2 Managing Profiles............................................................................................................. 24-5 24.2.2.1 Creating a New Profile ............................................................................................. 24-5 24.2.2.2 Duplicating a Profile ................................................................................................. 24-5 24.2.2.3 Deleting a Profile ....................................................................................................... 24-5 24.2.3 Managing Users ................................................................................................................ 24-5 24.2.3.1 Creating a New User................................................................................................. 24-5 24.2.3.2 Assigning a Profile to a User.................................................................................... 24-6 24.2.3.3 Removing a Profile from a User .............................................................................. 24-6 24.2.3.4 Deleting a User........................................................................................................... 24-6 24.2.4 Managing Privileges......................................................................................................... 24-7 24.2.4.1 Granting a Profile Method or User Method .......................................................... 24-7 24.2.4.2 Revoking a Profile Method or User Method ......................................................... 24-7 24.2.4.3 Granting an Authorization by Object Instance ..................................................... 24-7 24.2.4.4 Revoking an Authorization by Object Instance .................................................... 24-8 24.2.4.5 Cleaning up Unused Authorizations...................................................................... 24-8 24.3 Advanced Security................................................................................................................... 24-9 24.3.1 Setting Up External Password Storage .......................................................................... 24-9 24.3.1.1 Setting the Password Storage................................................................................... 24-9 24.3.1.2 Switching the Password Storage ........................................................................... 24-10 24.3.1.3 Recovering the Password Storage......................................................................... 24-10
  • 15. 24.3.2 Setting Up External Authentication ............................................................................. 24-11 24.3.2.1 Configuring ODI Components for External Authentication ............................ 24-11 24.3.2.2 Setting the Authentication Mode .......................................................................... 24-12 24.3.2.3 Switching the Authentication Mode..................................................................... 24-12 24.3.2.4 Configuring the OPSS Configuration File for ODI External Authentication . 24-14 24.3.3 Enforcing Password Policies ......................................................................................... 24-15 24.3.4 Configuring Single Sign-On (SSO) for Oracle Data Integrator Console and Enterprise xv Manager using Oracle Access Manager 11g 24-16 A Oracle Data Integrator Tools Reference A.1 Using the Oracle Data Integrator Tools .................................................................................. A-1 A.1.1 Using a Tool in a Package.................................................................................................. A-1 A.1.2 Using a Tool in a Knowledge Module or a Procedure Command .............................. A-2 A.1.3 Using a Tool from a Command Line ............................................................................... A-2 A.2 Using Open Tools ...................................................................................................................... A-3 A.2.1 Installing and Declaring an Open Tool ........................................................................... A-3 A.2.1.1 Installing an Open Tool .............................................................................................. A-3 A.2.1.2 Declaring a New Open Tool ...................................................................................... A-3 A.2.2 Using Open Tools in a Package or Procedure ................................................................ A-4 A.3 Developing Open Tools ............................................................................................................ A-4 A.3.1 Classes .................................................................................................................................. A-4 A.3.2 Developing a New Open Tool .......................................................................................... A-5 A.3.2.1 Implementing the Class .............................................................................................. A-5 A.3.3 Open Tools at Run Time.................................................................................................... A-8 A.4 ODI Tools per Category............................................................................................................ A-8 A.4.1 Metadata............................................................................................................................... A-8 A.4.2 Oracle Data Integrator Objects.......................................................................................... A-8 A.4.3 Utilities ................................................................................................................................. A-9 A.4.4 Internet Related Tasks........................................................................................................ A-9 A.4.5 Files ....................................................................................................................................... A-9 A.4.6 SAP...................................................................................................................................... A-10 A.4.7 XML .................................................................................................................................... A-10 A.4.8 Event Detection ................................................................................................................. A-10 A.4.9 Changed Data Capture .................................................................................................... A-10 A.5 Alphabetic List of ODI Tools.................................................................................................. A-10 A.5.1 OdiAnt................................................................................................................................ A-12 A.5.2 OdiBeep.............................................................................................................................. A-13 A.5.3 OdiDataQuality................................................................................................................. A-14 A.5.4 OdiDeleteScen ................................................................................................................... A-14 A.5.5 OdiEnterpriseDataQuality .............................................................................................. A-15 A.5.6 OdiExportAllScen............................................................................................................. A-16 A.5.7 OdiExportEnvironmentInformation.............................................................................. A-17 A.5.8 OdiExportLog.................................................................................................................... A-18 A.5.9 OdiExportMaster .............................................................................................................. A-20 A.5.10 OdiExportObject ............................................................................................................... A-20 A.5.11 OdiExportScen .................................................................................................................. A-23 A.5.12 OdiExportWork................................................................................................................. A-24
  • 16. xvi A.5.13 OdiFileAppend ................................................................................................................. A-24 A.5.14 OdiFileCopy ...................................................................................................................... A-25 A.5.15 OdiFileDelete..................................................................................................................... A-27 A.5.16 OdiFileMove...................................................................................................................... A-29 A.5.17 OdiFileWait........................................................................................................................ A-31 A.5.18 OdiFtpGet .......................................................................................................................... A-34 A.5.19 OdiFtpPut .......................................................................................................................... A-35 A.5.20 OdiGenerateAllScen......................................................................................................... A-36 A.5.21 OdiImportObject............................................................................................................... A-37 A.5.22 OdiImportScen .................................................................................................................. A-38 A.5.23 OdiInvokeWebService ..................................................................................................... A-39 A.5.24 OdiKillAgent ..................................................................................................................... A-42 A.5.25 OdiMkDir........................................................................................................................... A-43 A.5.26 OdiOSCommand .............................................................................................................. A-43 A.5.27 OdiOutFile ......................................................................................................................... A-44 A.5.28 OdiPingAgent.................................................................................................................... A-45 A.5.29 OdiPurgeLog ..................................................................................................................... A-45 A.5.30 OdiReadMail ..................................................................................................................... A-47 A.5.31 OdiRefreshJournalCount................................................................................................. A-50 A.5.32 OdiReinitializeSeq ............................................................................................................ A-51 A.5.33 OdiRetrieveJournalData .................................................................................................. A-51 A.5.34 OdiReverseGetMetaData................................................................................................. A-53 A.5.35 OdiReverseManageShortcut ........................................................................................... A-53 A.5.36 OdiReverseResetTable ..................................................................................................... A-54 A.5.37 OdiReverseSetMetaData.................................................................................................. A-54 A.5.38 OdiSAPALEClient and OdiSAPALEClient3 ................................................................ A-55 A.5.39 OdiSAPALEServer and OdiSAPALEServer3............................................................... A-57 A.5.40 OdiScpGet .......................................................................................................................... A-58 A.5.41 OdiScpPut .......................................................................................................................... A-60 A.5.42 OdiSendMail...................................................................................................................... A-63 A.5.43 OdiSftpGet ......................................................................................................................... A-64 A.5.44 OdiSftpPut ......................................................................................................................... A-66 A.5.45 OdiSleep ............................................................................................................................. A-68 A.5.46 OdiSqlUnload.................................................................................................................... A-68 A.5.47 OdiStartLoadPlan ............................................................................................................. A-71 A.5.48 OdiStartScen ...................................................................................................................... A-72 A.5.49 OdiUnZip........................................................................................................................... A-74 A.5.50 OdiUpdateAgentSchedule .............................................................................................. A-75 A.5.51 OdiWaitForChildSession................................................................................................. A-75 A.5.52 OdiWaitForData................................................................................................................ A-76 A.5.53 OdiWaitForLogData......................................................................................................... A-80 A.5.54 OdiWaitForTable .............................................................................................................. A-82 A.5.55 OdiXMLConcat ................................................................................................................. A-83 A.5.56 OdiXMLSplit ..................................................................................................................... A-85 A.5.57 OdiZip ................................................................................................................................ A-87
  • 17. xvii B User Parameters C Using Groovy Scripting in Oracle Data Integrator C.1 Introduction to Groovy ............................................................................................................. C-1 C.2 Introduction to the Groovy Editor .......................................................................................... C-1 C.3 Using the Groovy Editor........................................................................................................... C-2 C.3.1 Create a Groovy Script....................................................................................................... C-3 C.3.2 Open and Edit an Existing Groovy Script....................................................................... C-3 C.3.3 Save a Groovy Script .......................................................................................................... C-3 C.3.4 Execute a Groovy Script..................................................................................................... C-3 C.3.5 Stop the Execution of a Groovy Script............................................................................. C-4 C.3.6 Perform Advanced Actions............................................................................................... C-4 C.4 Automating Development Tasks - Examples ........................................................................ C-5
  • 18. xviii
  • 19. Preface xix This manual describes how to use Oracle Data Integrator. This preface contains the following topics:. ■ Audience ■ Documentation Accessibility ■ Related Documents ■ Conventions Audience This document is intended for developers and administrators who want to use Oracle Data Integrator as a development tool for their integration processes. This guide explains how to work with the graphical components that make up the Oracle Data Integrator graphical user interface. It guides you through common tasks and worked examples of development in Oracle Data Integrator. It includes conceptual and background information on the features and functionalities of Oracle Data Integrator. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Related Documents For more information, see the following Oracle resources: ■ Oracle Fusion Middleware Getting Started with Oracle Data Integrator ■ Oracle Fusion Middleware Installation Guide for Oracle Data Integrator ■ Oracle Fusion Middleware Upgrade Guide for Oracle Data Integrator
  • 20. xx ■ Oracle Fusion Middleware Developer's Guide for Oracle Data Integrator ■ Oracle Fusion Middleware Connectivity and Modules Guide for Oracle Data Integrator ■ Oracle Fusion Middleware Application Adapters Guide for Oracle Data Integrator ■ Oracle Fusion Middleware Knowledge Module Developer's Guide for Oracle Data Integrator ■ Oracle Data Integrator 11g Online Help, which is available in ODI Studio through the JDeveloper Help Center when you press F1 or via the main menu by selecting Help > Search ■ Oracle Data Integrator 11g Release Notes, included with your Oracle Data Integrator 11g installation, and on Oracle Technology Network Conventions The following text conventions are used in this document: Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.
  • 21. What’s New In Oracle Data Integrator? This document describes the new and enhanced features introduced with Oracle Data Integrator 11g Release 1 (11.1.1). This chapter includes the following sections: xxi ■ New Features in Oracle Data Integrator 11gR1 PS6 (11.1.1.7) ■ New Features in Oracle Data Integrator 11gR1 PS2 (11.1.1.6) ■ New Features in Oracle Data Integrator 11gR1 PS1 (11.1.1.5) ■ New Features in Oracle Data Integrator 11gR1 (11.1.1.3) New Features in Oracle Data Integrator 11gR1 PS6 (11.1.1.7) Oracle Data Integrator 11gR1 (11.1.1.7) introduces the following enhancements: ■ ODI WebSphere Support (Hot-Pluggability) ■ XML Driver Enhancements ■ SSL Support for Standalone Agent ■ Include EDQ Open Tool in ODI Core ODI WebSphere Support (Hot-Pluggability) A core strategy and a key feature of Oracle Fusion Middleware is hot-pluggability. Built for the heterogeneous enterprise, Oracle Fusion Middleware consists of modular component software that runs on a range of popular platforms and interoperates with middleware technologies and business applications from other software vendors such as IBM, Microsoft, and SAP. The hot-pluggability aims to make components deployable and operational in non-Oracle environments and on multiple application servers. This ODI release introduces the support of IBM WebSphere Application Server (WAS). ODI Agents and datasources can now be deployed on Oracle WebLogic Server (WLS) and IBM WebSphere Application Server (WAS). XML Driver Enhancements Full support for XML Schema constructs by using standard Oracle parser: ■ New JDBC driver parameter compat_mode to indicate the compatibility with mapping modes such as the XDK XSD parser. ■ New JDBC driver command WRITEMAPPINGFILE to help understand the relational structure that has been created for the XSD/DTD file. The mapping file
  • 22. xxii contains the element/attribute name to table/table.column name mapping for each element/attribute. ■ The JDBC command CREATE SCHEMA includes now the compat_mode parameter. SSL Support for Standalone Agent The Standalone Agent now supports the SSL protocol for secure connectivity. New parameters added to specify the Standalone Agent server side transport protocol and to configure the SSL truststore and keystore: ■ New environment variables in agent.sh/agent.bat scripts ■ New configuration variables in odiparams.sh/odiparams.bat scripts ■ Java system properties in odiparam.sh/odiparams.bat scripts Include EDQ Open Tool in ODI Core The EDQ Open Tool introduced in ODI 11gR1 PS2 ( 11.1.1.6) to invoke an Oracle Enterprise Data Quality (Datanomic) Job is now available as a standard ODI tool. The OdiEnterpriseDataQuality tool includes a new, optional parameter to connect MBean domains. New Features in Oracle Data Integrator 11gR1 PS2 (11.1.1.6) Oracle Data Integrator 11gR1 (11.1.1.6) introduces the following enhancements: ■ Shortcuts ■ Tracking Variables and Sequences ■ Global Knowledge Modules ■ Enhanced Session Logging ■ Handling Failed Load Plan Enhancements ■ Enhanced Variable Handling in Load Plans ■ Smart Export and Import ■ Enterprise Data Quality Integration ■ Groovy Editor ■ Support of Undo and Redo Operations ■ Autocomplete for Text Fields and Lists ■ Version Numbering for Knowledge Modules Shortcuts This ODI release introduces new objects called shortcuts. Shortcuts greatly improve productivity by allowing end users to express the large commonality that often exists between two different versions of the same source application, such as same tables and columns, same constraints, and same transformations. Shortcuts are links to common Oracle Data Integrator objects stored in separate locations and can be created for datastores, integration interfaces, packages, and procedures. In addition, release tags have been introduced to manage the materialization of shortcuts based on specific tags.
  • 23. Tracking Variables and Sequences Variables and sequences are often used in Oracle Data Integrator processes. Oracle Data Integrator 11.1.1.6 introduces a new feature allowing end users to determine the actual values of variables and sequences that were used during an executed session. Tracking variables and sequences is extremely useful for debugging purposes. With the variable tracking feature you can also easily determine whether the variable was used in a mapping or an internal operation such as an Evaluate Variable step. Global Knowledge Modules ODI 11.1.1.6 introduces Global Knowledge Modules (KMs) allowing specific KMs to be shared across multiple projects. In previous versions of ODI, Knowledge Modules were always specific to a Project and could only be used within the project into which they were imported. Global KMs are listed in the Designer Navigator in the Global Objects accordion. Enhanced Session Logging The readability of the execution logs has been improved in this release for Knowledge Modules and Procedure commands. The final code for source and target commands is now available in the Operator Navigator, making it easier to review executions containing several runtime parameters. Handling Failed Load Plan Enhancements It is now possible to change the execution status of a failed Load Plan step from Error to Done on the Steps tab of the Load Plan run Editor. This allows this particular Load Plan step to be ignored the next time the Load Plan run is restarted. This is useful, for example, when the error causing this Load Plan step to fail is not possible to fix at the moment. However, you want to execute the rest of the Load Plan regardless of this Load Plan step status. By changing the status to Done, the step will be ignored on the next execution. xxiii Enhanced Variable Handling in Load Plans To improve the readability of Load Plans, the Load Plan variables are grouped into two tables to distinguish between scenario variables and other variables. Smart Export and Import Exporting and importing Oracle Data Integrator objects between repositories is a common practice when working with multiple environments such as Development, Quality Assurance and Production. The new Smart Export and Import feature guides you through this task and provides advanced code management features. Smart Export automatically exports an object with all its object dependencies. It is particularly useful when you want to move a consistent lightweight set of objects from one repository to another including only a set of modified objects. The Smart Export and Import feature is a lightweight and consistent export and import mechanism providing several key features such as: ■ Automatic and customizable object matching rules between the objects to import and the objects already present in the repository ■ A set of actions that can be applied to the object to import when a matching object has been found in the repository ■ Proactive issue detection and resolution that suggests a default working solution for every broken link or conflict detected during the Smart Import
  • 24. xxiv Enterprise Data Quality Integration With the EnterpriseDataQuality Open Tool it is now possible to invoke an Oracle Enterprise Data Quality (Datanomic) Job in a Package. Developers can design a Data Quality process in Oracle Enterprise Data Quality and invoke it in a Package in ODI along with the ETL steps. The EnterpriseDataQuality Open Tool is installed using the standard procedure for Open Tools and can be used in a Package or a Procedure, similarly to the tools provided out of the box in Oracle Data Integrator. Groovy Editor This release introduces the Groovy editor. The Groovy editor provides a single environment for creating, editing, and executing Groovy scripts within the ODI Studio context. It provides all standard features of a code editor such as syntax highlighting and common code editor commands. Support of Undo and Redo Operations It is now possible to undo or redo changes in editors, dialogs, wizards, and in the Property Inspector using the following keyboard shortcuts: CTRL+Z and CTRL+Y. Autocomplete for Text Fields and Lists Certain text components and drop down lists in the ODI Studio now support the autocomplete feature, making end users more productive. Version Numbering for Knowledge Modules The version numbering of Knowledge Modules improves the information provided to identify the used environment: ■ It is now possible to determine when a KM has been modified and when it is not the original Knowledge Module as released by Oracle. ■ The KM modifications can be tracked by a version number. ■ It is now possible to find out when a KM has been released with an external component such as a jar file or a dll file (This is the case for example for the SAP and Hyperion KMs.) ■ It is posssible to indicate whether a given ODI version is compatible with the KM version. New Features in Oracle Data Integrator 11gR1 PS1 (11.1.1.5) Oracle Data Integrator 11gR1 (11.1.1.5) introduces the following enhancements: ■ Load Plans ■ OBIEE Lineage ■ Commands on Connect/Disconnect ■ Complex File Technology ■ Groovy Technology ■ Web Services Enhancements ■ Built-in Technology Additions and Updates ■ Support for Technologies with Ordered and Non-Ordered Join Syntax
  • 25. xxv ■ New Method for Setting Task Names ■ Shared Library for WLS Agent ■ Performance Optimization Load Plans Load Plans are new objects introduced in this release to organize at a high level the execution of packages and scenarios. Load Plans provide features for parallel, sequential, and conditional scenario execution, restartability, and exception handling. Load Plans can be created and modified in production environments. OBIEE Lineage Oracle Business Intelligence Enterprise Edition (OBIEE) users need to know the origin of the data displayed on their reports. When this data is loaded from source systems into the data warehouse using Oracle Data Integrator, it is possible to use the Oracle Data Integrator Lineage for Oracle Business Intelligence feature to consolidate ODI metadata with OBIEE and expose this metadata in a report-to-source data lineage dashboard in OBIEE. Commands on Connect/Disconnect It is possible to define for a data server commands that will be automatically executed when connections to this data server are created or closed by ODI components or by a session. Complex File Technology Complex file formats (multiple record files) can now be integrated using the new Complex File technology. This technology leverages a new built-in driver that converts transparently complex file formats into a relational structure using a Native Schema (nXSD) description file. Groovy Technology Groovy is added to the list of scripting engines supported by Oracle Data Integrator for use in knowledge modules and procedures. Web Services Enhancements Web service support in Oracle Data Integrator has been enhanced with the following features: ■ Support for Container Based Authentication: When external authentication and container based authentication with Oracle Platform Security Services (OPSS) are configured, authentication can be passed to the ODI Run-Time Web Services using HTTP basic authentication, WS-Security headers, SAML tokens and so forth and not in the SOAP request. ■ Support for Asynchronous calls and Callback: A scenario or session can be started using the Run-Time Web Services on a one-way operation. When the session completes, the result of the execution can trigger an operation on a callback address. This pattern can be used for handling long running sessions started, for example, from Oracle BPEL. ■ Full SOAP edition for outbound web services calls: The OdiInvokeWebService tool now supports full-formed SOAP messages including the SOAP header and body.
  • 26. xxvi Built-in Technology Additions and Updates The following technologies used in Oracle Data Integrator have been added and updated: ■ Embedded HSQL engine is upgraded to version 2.0. This embedded engine is used for the Memory Engine as well as the XML and LDAP Drivers' built-in storage ■ Jython BSF engine is updated to version 2.1 ■ JAX-WS/JRF is now used as a standard stack for web service calls and processing. Axis is no longer used Support for Technologies with Ordered and Non-Ordered Join Syntax Technologies can now support both the ordered or non-ordered (database-specific) syntax for joins. The Oracle DB technology was modified to support both join syntaxes. New Method for Setting Task Names A new setTaskName method is available to update at run-time the name of a task. Shared Library for WLS Agent A new template called Oracle Data Integrator - Agent Libraries includes libraries shared by all the deployed JEE agent in a domain, and must be deployed before the Oracle Data Integrator - Agent default template or a generate template. Performance Optimization The following optimizations have been made in the design-time and run-time components to improve their performance: ■ Long texts storage modified to use CLOBs ■ Agent-Repository network communications reduced at run-time ■ Agent JDBC to JDBC loading mechanism reviewed and optimized New Features in Oracle Data Integrator 11gR1 (11.1.1.3) This first release of Oracle Data Integrator introduces a large number of new features, grouped in this section by release themes. This section includes the following topics: ■ Release Themes. This section provides the primary themes of this release and associated features. ■ New Features. This section provides a complete list of the new features for this release. Release Themes While the new features of Oracle Data Integrator for this release cover a number of different areas, the most important changes for new and existing customers are: ■ New Architectures Supported for Enterprise-Scale Deployment Options ■ Core Design-Time Features for Enhanced Productivity and Performance ■ Standard JDeveloper-Based IDE: Oracle Data Integrator Studio
  • 27. xxvii ■ Developer Usability and Productivity Enhancements ■ New Features for Administration ■ Enhanced Diagnostic Features and Capabilities ■ Technologies and Knowledge Modules Enhancements New Architectures Supported for Enterprise-Scale Deployment Options Oracle Data Integrator now provides several deployment options for lightweight standalone deployments and enhanced architectures for deployments based on cluster-able and fault tolerant application server frameworks. Features in this area include: ■ Standalone Agent deployment when agents should be deployed on the same hardware where database software is running ■ Java EE Agent when agents are used in a clustered Java EE configuration ■ External Password Storage and External Authentication and SSO for hardening security and support centralized authentication ■ Repository Connection Retry, OPMN Integration and Support for WLS Clustering for high-availability ■ Java EE Agent Template Generation, Pre-Packaged WebLogic Server Templates for Java EE Components and Automatic Datasource Creation for WebLogic Server Core Design-Time Features for Enhanced Productivity and Performance Oracle Data Integrator now provides a set of core features for increasing development productivity and the performance of the integration flows. Features in this area include: ■ Datasets and Set-Based Operators ■ Support for Natural Joins ■ Partitioning ■ Lookups ■ Derived Select for Temporary Interfaces ■ Automatic Temporary Index Management ■ Support for Native Sequences Standard JDeveloper-Based IDE: Oracle Data Integrator Studio The Oracle Data Integrator User Interface now uses the JDeveloper-based integrated development environment (IDE), and is renamed Oracle Data Integrator Studio. The user interface has been entirely redesigned in this release to improve developer productivity and make advanced features more accessible. This new IDE provides the following key features: ■ New Navigator Organization ■ New Look and Feel ■ Redesigned Editors ■ Improved User Assistance