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INFORMATICA INFORMATICA POWERCENTER 8.1.0 POWERCENTER 8.1.0 WORKFLOW

INFORMATICA POWERCENTER 8.1.0 INFORMATICA POWERCENTER 8.1.0 WORKFLOW

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Page 1: INFORMATICA POWERCENTER 8.1.0 INFORMATICA POWERCENTER 8.1.0 WORKFLOW

INFORMATICA INFORMATICA POWERCENTER 8.1.0POWERCENTER 8.1.0

WORKFLOW

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ContentContent

WORKING WITH POWERCENTER 8 WORKFLOW MANAGER

WORKING WITH POWERCENTER 8 WORKFLOW MONITOR

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Workflow Manager Workflow Manager

Workflow Manager

In the Workflow Manager, we can define a set of instructions to execute tasks, such as sessions, emails, and shell commands. This set of instructions is called a workflow. It has the following tools to help we develop a workflow.

• Task Developer

It creates tasks that we want to accomplish in the workflow.

• Worklet Designer

It creates a worklet in the Worklet Designer. A worklet is an object that groups a set of tasks. Worklet is similar to a workflow, but without scheduling information. We can nest worklets inside a workflow.

• Workflow Designer

It creates a workflow by connecting tasks with links in the Workflow Designer. We can also create tasks in the Workflow Designer as we develop the workflow.

Workflow Manager Windows

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Workflow Manager ToolsWorkflow Manager Tools

Workflow Designer• Maps the execution order and

dependencies of Sessions, Tasks and Worklets, for the Informatica Server

Task Developer• Create Session, Shell Command and

Email tasks • Tasks created in the Task Developer

are reusable

Worklet Designer• Creates objects that represent a set of

tasks• Worklet objects are reusable

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Workflow StructureWorkflow Structure

A Workflow is set of instructions for the Informatica Server to perform data transformation and load

Combines the logic of Session Tasks, other types of Tasks and Worklets

The simplest Workflow is composed of a Start Task, a Link and one other Task

Session Task

Start Task

Link

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Working With LinksWorking With Links

Use the links to connect each workflow task. We can specify conditions with links to create branches in the workflow. The Workflow Manager does not allow us to use links to create loops in the workflow. Each link in the workflow can run only once and Workflow Manager does not allow us to create a workflow that contains a loop.By using the following procedure we can link tasks in the Workflow Designer or the Worklet Designer. To link two tasks. In the Tasks toolbar, click the Link

Tasks button. In the workspace, click the first task

you want to connect and drag it to the second task.

A link appears between the two tasks.If we want to link multiple tasks concurrently, we may not want to connect each link manually.

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Working With LinksWorking With Links

To link tasks concurrently In the workspace, click the first task you want to

connect. Ctrl-click all other tasks you want to connect. Note: Do not use Ctrl+A or Edit > Select All to choose

tasks. Click Tasks > Link Concurrent. A link appears between the first task you selected and

each task you added. The first task you selected links to each task concurrently.

If we have a number of tasks that we want to link sequentially, we may not wish to connect each link manually

To link tasks sequentially In the workspace, click the first task you want to

connect. Ctrl-click the next task you want to connect. Continue to

add tasks in the order you want them to run. Click Tasks > Link Sequential.

Links appear in sequential order between the first task and each subsequent task you added.

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Workflow TasksWorkflow Tasks

Workflow tasksWorkflow tasks are instructions the Integration Service executes when running a workflow. Workflow tasks perform functions supplementary to extracting, transforming, and loading data. Workflow tasks include commands, decisions, timers, and email notification.

We can create the following types of tasks in the Workflow Manager: Assignment

Assigns a value to a workflow variable. Command

Specifies a shell command to run during the workflow. Control

Stops or aborts the workflow. Decision

Specifies a condition to evaluate. Email

Sends email during the workflow. Event-Raise

Notifies the Event-Wait task that an event has occurred. Event-Wait

Waits for an event to occur before executing the next task. Session

Runs a mapping we create in the Designer. Timer

Waits for a timed event to trigger.

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Task DeveloperTask Developer

We can create the following three types of tasks in the Task Developer.

Command Session Email

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Creating a Task in the Task DeveloperCreating a Task in the Task Developer

In the Task Developer, click Tasks > Create.

The Create Task dialog box appears.

Select the task type we want to create, Command, Session, or Email.

Enter a name for the task.

For session tasks, select the mapping we want to associate with the session.

Click Create.

The Task Developer creates the workflow task.

Click Done to close the Create Task dialog box.

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Session TaskSession Task

Server instructions to runs the logic of ONE specific Mapping

e.g. - source and target data location specifications, memory allocation, optional Mapping overrides, scheduling, processing and load instructions

Becomes a component of a Workflow (or Worklet)

If configured in the Task Developer, the Session Task is reusable (optional)

Session Task (continued)

Double click on the Session object

Valid Mappings are displayed in the dialog box.

Session Task tabs

General

Properties

Config Object

Mapping

Components

Metadata Extensions

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Session TaskSession Task

Session Task-General

Session Task-Properties

Session Task-Config Object

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Session TaskSession Task

Session Task Properties Enable Test Load With a test load, the Integration Service

reads and transforms data without writing to targets. $Source Connection Value Enter the database

connection we want the Integration Service to use for the $Source variable. Select a relational or application database connection. We can also choose a $DBConnection parameter. Use the $Source variable in Lookup and Stored Procedure transformations to specify the database location for the lookup table or stored procedure.

$Target Connection Value Enter the database connection we want the Integration Service to use for the $Target variable. Select a relational or application database connection. We can also choose a $DBConnection parameter. Use the $Target variable in Lookup and Stored Procedure transformations to specify the database location for the lookup table or stored procedure.

Treat Source Rows As If the mapping for the session contains an Update Strategy transformation or a Custom transformation configured to set the update strategy, the default option is Data Driven.

Commit Interval In conjunction with the selected commit interval type, indicates the number of rows. By default, the Integration Service uses a commit interval of 10,000 rows. This option is not available for user-defined commit.

Session Task-Properties

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Session TaskSession Task

Session Task-Config Object Line Sequential Buffer Length Affects the way the

Integration Service reads flat files. Increase this setting from the default of 1024 bytes per line only if source flat file records are larger than 1024 bytes.

On Stored Procedure Error Required if the session uses pre- or post-session stored procedures.

• If we select Stop Session, the Integration Service stops the session on errors executing a pre-session or post-session stored procedure.

• If we select Continue Session, the Integration Service continues the session regardless of errors executing pre-session or post-session stored procedures.

On Pre-Post SQL Error Required if the session uses pre- or post-session SQL.

• If we select Stop Session, the Integration Service stops the session errors executing pre-session or post-session SQL.

• If we select Continue, the Integration Service continues the session regardless of errors executing pre-session or post-session SQL.

Session Task-Config Object

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Session TaskSession Task

Session Task-Mapping Connection

Before the Integration Service can access a source or target database in a session, we must configure the database connections in the Workflow Manager. When we create or modify a session that reads from or writes to a relational database, we can select configured source and target database connections. When we create a connection, we must have the following information available:

• Database name Name for the connection.

• Database typeType of the source or target database.

• Database user nameName of a user who has the appropriate database permissions to read from and write to the database. To use an SQL override with pushdown optimization, the user must also have permission to create views on the source or target database.

• PasswordDatabase password (7-bit ASCII only).

• Connect stringConnect string used to communicate with the database.

• Database code pageCode page associated with the database.

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Session TaskSession Task

Partition Points Partition points mark the boundaries between threads in a pipeline. The Integration Service redistributes rows of data at partition points. We can add partition points to increase the number of transformation threads and increase session performance

• Add Partition Point Click to add a new partition point. When we add a partition point, the transformation name appears under the Partition Points node.

• Delete Partition Point Click to delete the selected partition point. We cannot delete certain partition points.

• Edit Partition Point Click to edit the selected partition point. This opens the Edit Partition Point dialog box.

$$PushdownConfig Mapping Depending on the database workload, we may want to use source-side,target-side, or full pushdown optimization at different times. For example,we might want to use partial pushdown optimization during the peak hours of the day, but use full pushdown optimization from midnight until 2 a.m. when activity is low. To use different pushdown optimization configurations at different times, use the $

$PushdownConfig mapping parameter. The parameter lets we run the same session using the different types of pushdown optimization.

Complete the following steps to configure the mapping parameter: Create $$PushdownConfig in the Mapping Designer.

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Session TaskSession Task

When we add the $$PushdownConfig mapping parameter in the Mapping Designer, use the following values:

Field Value Name $$PushdownConfig Type Parameter Datatype String Precision or Scale 10 Aggregation n/a Initial Value None Description Optional

When we configure the session, choose $$PushdownConfig for the Pushdown Optimization attribute.

Define the parameter in the parameter file. Enter one of the following values for $$PushdownConfig in the parameter file:

• None. The Integration Service processes all transformation logic for the session.• Source. The Integration Service pushes part of the transformation logic to the source

database.• Source with View. The Integration Service creates a view to represent the SQL

override value, and it runs an SQL statement against this view to push part of the transformation logic to the source database.

• Target. The Integration Service pushes part of the transformation logic to the target database.

• Full. The Integration Service pushes all transformation logic to the database.• Full with View. The Integration Service creates a view to represent the SQL override

value, and it runs an SQL statement against this view to push part of the transformation logic to the source database. The Integration Service pushes any remaining transformation logic to the target database.

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Session TaskSession Task

Session Task-Transformations

Allows overrides of some transformation properties Does not change the properties in the Mapping

Session Task-Components

Pre-Session CommandShell commands that the Integration Service performs at the beginning of a session.

Post-Session Success Command Shell commands that the Integration Service performs after the session completes successfully

Post-Session Failure Command Shell commands that the Integration Service performs after the session if the session fails.

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Event-TaskEvent-Task

Event-Raise task

The Event-Raise task represents the location of a user-defined event. A user-defined event is the sequence of tasks in the branch from the Start task to the Event-Raise task. When the Integration Service runs the Event-Raise task, the Event-Raise task triggers the user-defined event.

To use an Event-Raise task In the Workflow Designer workspace,

create an Event-Raise task and place it in the workflow to represent the user-defined event we want to trigger.

A user-defined event is the sequence of tasks in the branch from the Start task to the Event-Raise task.

Double-click the Event-Raise task to open it.

Click the Open button in the Value field on the Properties tab to open the Events Browser for user-defined events.

Choose an event in the Events Browser. Click OK twice to return to the workspace.

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Event-TaskEvent-Task

Event-Wait task

The Event-Wait task waits for a predefined event or a user-defined event. A predefined event is a file-watch event. When we use the Event-Wait task to wait for a predefined event, we specify an indicator file for the Integration Service to watch. The Integration Service waits for the indicator file to appear. Once the indicator file appears, the Integration Service continues running tasks after the Event-Wait task.

To wait for a user-defined event In the workflow, create an Event-Wait

task and double-click the Event-Wait task to open it.

In the Events tab of the task, select User-Defined.

Click the Event button to open the Events Browser dialog box.

Select a user-defined event for the Integration Service to wait.

Click OK twice.

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E-Mail TaskE-Mail Task

We can send email during a workflow using the Email task on the Workflow Manager. We can create reusable Email tasks in the Task Developer for any type of email. Or, we can create non-reusable Email tasks in the Workflow and Worklet Designer.

Use Email tasks in any of the following locations Session properties

We can configure the session to send email when the session completes or fails. Workflow properties

We can configure the workflow to send email when the workflow is interrupted. Workflows or worklets

We can include an Email task anywhere in the workflow or worklet to send email based on a condition we define.

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E-Mail TaskE-Mail Task

We can create Email tasks in the Task Developer, Worklet Designer, and Workflow Designer.To create an Email task in the Task Developer: In the Task Developer, click Tasks > Create. The Create Task

dialog box appears. Select an Email task and enter a name for the task. Click

Create. The Workflow Manager creates an Email task in the workspace.

Click Done. Double-click the Email task in the workspace. The Edit Tasks

dialog box appears. Click Rename to enter a name for the task. Enter a description for the task in the Description field. Click the Properties tab. Enter the fully qualified email address of the mail recipient in

the Email User Name field. Enter the subject of the email in the Email Subject field. Or,

we can leave this field blank. Click the Open button in the Email Text field to open the

Email Editor. Enter the text of the email message in the Email Editor. We

can leave the Email Text field blank. Note: We can incorporate format tags and email variables in a post-session email. However, we cannot add them to an Email task outside the context of a session.

Click OK twice to save the changes.

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WorkletWorklet

A worklet is an object that represents a set of tasks that we create in the Worklet Designer. Create a worklet when we want to reuse a set of workflow logic in more than one workflow.

To run a worklet, include the worklet in a workflow. The workflow that contains the worklet is called the parent workflow. When the Integration Service runs a worklet, it expands the worklet to run tasks and evaluate links within the worklet. It writes information about worklet execution in the workflow log.

To create a reusable worklet In the Worklet Designer, click Worklet > Create. The

Create Worklet dialog box appears. Enter a name for the worklet. Click OK. The Worklet Designer creates a Start task in the worklet.

To create a non-reusable worklet: In the Workflow Designer, open a workflow. Click Tasks > Create. For the Task type, select Worklet. Enter a name for the task. Click Create. The Workflow Designer creates the worklet

and adds it to the workspace. Click Done.

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Workflow SchedulerWorkflow Scheduler

Workflow Scheduler Objects

Setup reusable schedules to associate with multiple Workflows- Used in Workflows and Session Tasks

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Server ConnectionsServer Connections

Configure Server data access connections- Used in Session Tasks

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Relational Connections (Native)Relational Connections (Native)

Creating a relational (database) connection

Instructions to the Server to locate relational tables

Used in Session Tasks

Relational Connections Properties

Define native relational (database) connection

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FTP ConnectionFTP Connection

Creating an FTP connection Instructions to the Server to ftp flat files Used in Session Tasks

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Workflows DesignWorkflows Design

Sample Workflow

Developing Workflow

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Workflows DesignWorkflows Design

Building Workflow Components Add Sessions and other Tasks to the

Workflow Connect all Workflow components

with Links Save the Workflow Start the Workflow

NOTE: Sessions in a workflow can be executed independently

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Workflow MonitorWorkflow Monitor

Workflow Monitor We can monitor workflows and tasks in the Workflow Monitor. View details about a workflow or task in Gantt Chart view or Task view. We can run, stop, abort, and resume workflows from the Workflow Monitor. We can view sessions and workflow log events in the Workflow Monitor Log Viewer.

The Workflow Monitor displays workflows that have run at least once. The Workflow Monitor continuously receives information from the Integration Service and Repository Service. It also fetches information from the repository to display historic information. The Workflow Monitor consists of the following windows.

• Navigator window

It displays monitored repositories, servers, and repositories objects.

• Output window.

It displays messages from the Integration Service and Repository Service.

• Time window

It displays progress of workflow runs.• Task view

It displays details about workflow runs in a report format.• Gantt Chart view

It displays details about workflow runs in chronological format.

Workflow Monitor Windows

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Workflow MonitorWorkflow Monitor

The Workflow Monitor displays Workflows that have been run at least once we can monitor a Server in two modes: online or offline Online mode

Workflow Monitor continuously receives information from the Informatica Server and the Repository Server

Offline mode Workflow Monitor displays historic information about past Workflow runs by fetching information from the Repository

Monitoring WorkflowPerform the following operations in the Workflow MonitorRestart -- restart a Task, Workflow or WorkletStop -- stop a Task, Workflow, or WorkletAbort -- abort a Task, Workflow, or WorkletResume -- resume a suspended Workflow after a failed task is corrected

View Session and Workflow logs Abort has a 60 second timeout

If the Server has not completed processing and committing data during the timeout period, the threads and processes associated with the Session are killed

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Workflow MonitorWorkflow Monitor

Monitoring Workflow

Monitoring Window Filtering

Task View provides filtering

Truncating Monitor Logs

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The End