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Informatica Designer




         An Overview
Designer Purpose

 Designer is used to create mappings and
 mapplets to specify how to move and
 transform data between source and targets

 Designer helps create the source definitions,
 target definitions and transformations to build
 mappings.
Designer Tools

 Source Analyzer
 –   Import or create source definitions
 Warehouse Designer
 –   Import or create target definitions
 Transformation Developer
 –   Used to create reusable transformations
 Mapplet Designer
 –   To create reusable Mapplets
 Mapping Designer
 –   To create Mappings and non- reusable transformations
Transformations

 A transformation is an object that performs a
 specific function in a mapping, such as
 looking up data or performing calculation or
 aggregation.
Mappings

 Mappings represents data flow between
 source and targets.

 Mapping is used by Informatica server to
 read, transform and load data at the time of
 execution of an ETL task.
Mapplets

It contains a set of transformations and
allows you to reuse the transformation logic
in multiple mappings. Mapplet can include
source definition also.
Launch Designer-
Add Repository
Connect to the Repository
Designer Windows

Navigator




                            Workspace




Status Bar         Output
Designer Windows
 Navigator. Use to connect to and work in multiple repositories
 and folders. You can also copy and delete objects and create
 shortcuts using the Navigator.
 Workspace. Use to view or edit sources, targets, mapplets,
 transformations, and mappings. You can work with a single tool
 at a time in the workspace. You can use the workspace in
 default or workbook format.
 Status bar. Displays the status of the operation you perform.
 Output. Provides details when you perform certain tasks, such
 as saving your work or validating a mapping. Right-click the
 Output window to access window options, such as printing
 output text, saving text to file, and changing the font size.
Using Business Documentation

Business documentation provides details about a
repository object or transformation expression.
The Designer allows you to create and edit links to
business documentation that you have developed for
repository objects.
The documentation must reside on a local machine,
network server, or company intranet or internet web
site in a Windows environment.
Document Formats

 You can develop business documentation in
 HTML, PDF, or any text format, for the
 following repository objects:
 Sources and targets
 Transformations
 Mapplets
 Mappings
Specify Document path (Click on link
to open the document)
Designer Tasks

Add a Repository
  In order to access information stored in a
  repository, Repository definition must be
  added to the designer.
  Once repository is added, the repository
  should be connected in order to access the
  information in it.
Open and Close Folder

 Once connected, the folders in repository
 become available in the left pane of designer
 window.
 Once in the folder, the designer tools can be
 used.
 Folder can be opened by double clicking it.
 Folder can be close by selecting it and
 disconnecting using the disconnect button.
Accessing Designer Tools
Sources

Sources can be created in source analyzer from:
   Relational tables, views or synonyms
   Cobol files
   Flat Files – Fixed width/delimited
   XML Sources
   Web Service Provider
Source definition is usually imported and not
created as it should match exactly with source.
Updating source definitions

 Designer propagates the changes to
 mappings when the source definition
 changes.
 Mappings may become invalid in some
 cases like deleting a column used in
 mapping.
 Mappings need to be edited and revalidated
 in such cases.
Import from Database
Create ODBC Source
Select ODBC Source
Select Tables to Insert
Source Tables Imported
Double Click Table to Modify
Exercise


 Login to DB:
 Run Source Table DDL and Data Script
 Create ODBC Source
 Import All Tables (See constraints)
Import Flat file Source
Flat File: Step1
Fixed Width or Delimited
Flat File: Step2
Delimiters, Text Qualifier
Flat File: Step3
Data Types
Flat File Source Imported
View file definition
Columns
Properties
Metadata Extensions
Exercise

 Import Flat File Source

 Files
   Cust_Ord.txt
   Product_Discount.txt
Targets

Targets can be created using Warehouse
Designer:
  Relational
  Flat File
  XML
Target Creation

 Import target definition
 Create based on source definition by
 dragging source definition to Warehouse
 analyzer
 Manually create Target Definition
 Design several related targets and their
 relationship as a ‘Schema’. This is also used
 to create Cubes and Dimensions using
 wizards.
Create Target Tables

 In case of manual creation/editing of targets,
 Designer generates DDL and executes it to
 create target tables.
 This includes creation of new targets,
 dropping and creating changed targets or
 dropping and creation of indexes.
Choose Warehouse Designer
in Tools
Import Target from Database
Create ODBC Source
Select Tables to be Imported
Tables imported into
Warehouse Designer
Target import from Flat file

Same as source import
Exercise-Target

 Import from Target Tables from Database

 Import from flat file
  –   customer_file.txt
Manually create Target
Target Created
Edit Table
Add Columns
Create Indexes
Metadata Extensions
Table Created
Generate SQL
Edit SQL
Execute SQL
Compare and Preview Data

 Two Sources/Targets or any two objects of
 same type can be compared
 Preview data
Select two targets to be compared
Column Comparison
Preview Data
Exercise

 Compare Customer Relational target with
 customer flat file.
 Preview Source/Target Data
Mapping

Mapping is an ETL Program.

Every mapping must contain the following:
  Source Definition
  Transformation
  Target Definition
  Connectors
  It may also contain ‘Mapplets’
Creating a Mapping

 Create Source, Target and Reusable Objects
 Add Source and Targets (Drag in to
 Mapping)
 Add Transformation and Transform Logic
 Connect the Mapping
 Validate the Mapping
 Save the Mapping
Default Source Transformations in
a Mapping

Sources always need Transformations that
determine how the data is read and
extracted based on its type
  Source Qualifier – Relational and Flat File
  Normalizer – Cobol Source
  Application Source Qualifier – Application
  Source
  XML Source Qualifier – XML Sources
Transformation

 Transformation is a repository object
 It generates, modifies and passes data
 Transform logic is defined in a transformation
 Informatica provides pre-built transforms
 Each transform has certain rules that apply to
 it
 Transforms can be created for reuse in
 multiple mappings
Ports

 Input Ports – Receive Data
 Output Ports – Pass Data
 Input/Output Ports – Receive data and pass
 it unchanged
Component Ports

 Sources - Only Output ports
 Targets - Only Input Ports
 Mapplets - Input/output ports
 Transformations – Depends on the
 transformation and its application
Linking Ports

 Manual Linking
 Autolinking
  –   By Name
  –   By Position
Select Mapping Designer
Drag Source in a mapping
Source Qualifier Transformation

  By Default created for Relational and flat file sources

  Source qualifier qualifies a relational or flat file source definition
  in a mapping

  Source qualifier represents the rows that Informatica server
  reads when it executes a session

  Source qualifier displays transformation data types. These
  determine how the source database binds data when server
  reads it. Do not alter data types in Source qualifier
Ports
Properties
Add Target
Autolink Ports
Autolink by Name
Mapping Created
Target Properties
Relational Target Properties

 Reject truncated and overflow data
  –   Write truncated data to reject file
 Update override
  –   Override the default update statement
 Pre/Post session SQL
Flat file Target Properties

 Date/Time Format
  –   Default Date/Time Format
 Thousands Separator
  –   Default Thousands Separator for numeric values
 Decimal Separator
  –   Default decimal Separator for numeric values
Save and Validate
Validating Mapping

 Port Connection Validation
  –   Required Ports are connected
  –   All connections are valid
 Expression Validation
 Object Validation
  –   Objects and their instances
Copying Objects

 Copy objects across folders
 Copy objects within folder
Creating shortcuts

 Shortcuts can be created by dragging objects
 into the destination shared folder or into
 mapping.
 Shortcuts can not be created in non-shared
 folders
Dependencies

 Designer allows developer to view
 dependencies to see the impact of changes
 being made.
 Dependencies can be viewed for source,
 target, transformation, mapplet and
 mappings.
 Example: primary key-foreign key
 dependency
View Dependencies
Mapping Exercise

 Add Customer Source
 View Source Qualifier Properties
 Add Customer Target
 Manually Link Few Ports
 Auto link rest of the ports
 Validate and see validation result/Save
 Create Copy/Shortcuts
 View dependencies
Debugger

 Designer provides debugger to execute the
 mapping to determine the errors and data
 condition at multiple developer defined break
 points.

 Debugger uses a session on Informatica
 server
Debug Process

 Create Breakpoints
 Configure the Debugger
 Run the debugger
 Monitor the debugger
 –   Debug Log
 –   Target Window
 –   Instance Window
 Modify Data and Break points
Edit Breakpoints
Breakpoints

 Instance Name
 –   Create a global breakpoint (Applicable on all
     rows)
 –   Create against a single transformation
 Breakpoint Types
 –   Data
        Data condition
 –   Error
Add Global Breakpoints
Configure Break Points

 Error
  –   No Ports can be specified
  –   Specify no. of errors before stopping
 Data
  –   Global
         Specify no. of rows to skip before stopping
         “Any Port” set to IsNull or IsDefault
         No Port condition (Stops at defined row count)
  –   Transformation
         Specify no. of rows to skip before stopping
         Specify Multiple Port Conditions for one Breakpoint
         Specify Multiple breakpoints
Transformation Conditions

 Data condition can be applied to following
 port parameters
 –   Port Value
 –   Row Type (Insert/Update/delete/reject)
 –   Rowid
 –   Any Port (IsNull/IsDefault)
Session

 Session object defines run time properties of
 a Mapping.
 –   Connection details
 –   Log file Names
 –   DML operation
 –   Etc.
 Session Types
 –   Workflow Session
 –   Debug Session
Debugger Session Types

If Informatica server has executed the mapping
   already
   Existing non reusable session
   Existing reusable session

If it’s a new execution on the server
    New debug session
Configuring The Debugger

 Informatica Server and Session Types
 Session Information
 Session Configuration
 Target Options
Start Debugger
Informatica Server and
Session Types
Session Information-
Connection Tab
Session Information-Target Properties Tab (Normal/Bulk,
Insert/Update/Delete)
Session Information-
Reader/Writer Tab
Transformation Configuration
Session Configuration
(Source Row Type)
Target Options
(Discard does not commit data)
Continue Debugger
Continuing the Debugger

 Continue to next break
 –   Continues until encounters a breakpoint
 Continue to next instance
 –   Continues until reaches next transformation or encounters a
     breakpoint
 Step to a specified instance
 –   Continues until reaches the user selected transformation or
     encounters a breakpoint
 –   Can not step to sources, targets, unconnected
     transformations
Monitor

 Target Data
 Debug Log
 Session Log
Modify Data

 When debugger pauses, current instance
 displays in instance window. Users can
 –   Modify output data
 –   Change Null data to Not Null Data
 –   Change Not Null to Null
 –   Modify Row Types (Insert/Update etc.)
View Target and Transformation
instances
View Session log
Exercise

 Create Global Breakpoint without data
 condition
 Run Debugger

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