Informatica PowerCenter 9

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    matica PowerCenter 9.0 Transformation Guide

    4 11/18/2013

  • 8/13/2019 Informatica PowerCenter 9


    Table Of Contents

    Transformations Overview

    Active Transformations

    Passive Transformations

    Unconnected TransformationsTransformation Descriptions

    Creating a Transformation

    Configuring Transformations

    Renaming Transformations

    Working with Ports

    Creating Ports

    Linking Ports

    Multi-Group Transformations

    Working with Expressions

    Using the Expression Editor

    Using Local VariablesTemporarily Store Data and Simplify Complex Expressions

    Store Values Across Rows

    Capture Values from Stored Procedures

    Guidelines for Configuring Variable Ports

    Using Default Values for Ports

    Entering User-Defined Default Values

    Entering User-Defined Default Input Values

    Entering User-Defined Default Output Values

    General Rules for Default Values

    Entering and Validating Default Values

    Configuring Tracing Level in TransformationsReusable Transformations

    Instances and Inherited Changes

    Mapping Variables in Expressions

    Creating Reusable Transformations

    Promoting Non-Reusable Transformations

    To promote a non-reusable transformation:

    Creating Non-Reusable Instances of Reusable Transformations

    Adding Reusable Transformations to Mappings

    Modifying a Reusable Transformation

    Aggregator Transformation Overview

    Components of the Aggregator TransformationConfiguring Aggregator Transformation Properties

    Configuring Aggregator Transformation Ports

    Configuring Aggregate Caches

    Aggregate Expressions

    Aggregate Functions

    Nested Aggregate Functions

    Conditional Clauses

    Non-Aggregate Functions

    Null Values in Aggregate Functions



    Developers / API





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    Group By Ports

    Non-Aggregate Expressions

    Default Values

    Using Sorted Input

    Sorted Input Conditions

    Creating an Aggregator Transformation

    To create an Aggregator transformation:

    Tips for Aggregator Transformations

    Troubleshooting Aggregator TransformationsCustom Transformation Overview

    Working with Transformations Built On the Custom Transformation

    Code Page Compatibility

    Distributing Custom Transformation Procedures

    Creating Custom Transformations

    Rules and Guidelines for Custom Transformations

    Custom Transformation Components

    Working with Groups and Ports

    Creating Groups and Ports

    Editing Groups and Ports

    Defining Port RelationshipsTo create a port dependency:

    Working with Port Attributes

    Editing Port Attribute Values

    Custom Transformation Properties

    Setting the Update Strategy

    Working with Thread-Specific Procedure Code

    Working with Transaction Control

    Transformation Scope

    Generate Transaction

    Working with Transaction Boundaries

    Blocking Input Data

    Writing the Procedure Code to Block Data

    Configuring Custom Transformations as Blocking Transformations

    Validating Mappings with Custom Transformations

    Working with Procedure Properties

    Creating Custom Transformation Procedures

    Step 1. Create the Custom Transformation

    Step 2. Generate the C Files

    Step 3. Fill Out the Code with the Transformation Logic

    Step 4. Build the Module

    Step 5. Create a Mapping

    Step 6. Run the Session in a Workflow

    Custom Transformation Functions

    Custom Transformation Functions Overview

    Working with Handles

    Function Reference

    Working with Rows

    Rules and Guidelines for Row-Based and Array-Based Data Access Mode

    Generated Functions

    Initialization Functions

    Notification Functions

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    Deinitialization Functions

    Partition Deinitialization Function

    API Functions

    Set Data Access Mode Function

    Navigation Functions

    Property Functions

    Rebind Datatype Functions

    Data Handling Functions (Row-Based Mode)

    Set Pass-Through Port FunctionOutput Notification Function

    Data Boundary Output Notification Function

    Error Functions

    Session Log Message Functions

    Increment Error Count Function

    Is Terminated Function

    Blocking Functions

    Pointer Functions

    Change String Mode Function

    Set Data Code Page Function

    Row Strategy Functions (Row-Based Mode)Change Default Row Strategy Function

    Array-Based API Functions

    Maximum Number of Rows Functions

    Number of Rows Functions

    Is Row Valid Function

    Data Handling Functions (Array-Based Mode)

    Row Strategy Functions (Array-Based Mode)

    Set Input Error Row Functions

    Data Masking Transformation Overview

    Masking Properties


    Masking Type


    Associated O/P

    Key Masking

    Masking String Values

    Masking Numeric Values

    Masking Datetime Values

    Masking with Mapping Parameters

    Substitution Masking


    Storage Tables

    Substitution Masking Properties

    Relational Dictionary

    Connection Requirements

    Rules and Guidelines for Substitution Masking

    Random Masking

    Masking Date Values

    Applying Masking Rules

    Mask Format

    Source String Characters

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    Result String Replacement Characters



    Expression Masking

    Repeatable Expression Masking

    Rules and Guidelines for Expression Masking

    Special Mask Formats

    Social Security numbers

    Social Security NumbersCredit Card Numbers

    Phone Numbers


    Email Addresses

    IP Addresses

    Default Value File

    Rules and Guidelines for Data Masking Transformations

    Name and Address Lookup Files

    Substituting Data with the Lookup Transformation

    Masking Data with an Expression Transformation

    Expression TransformationExpression Transformation Overview

    Expression Transformation Components

    Configuring Ports

    Calculating Values

    Creating an Expression Transformation

    To create an Expression transformation:

    External Procedure Transformation

    External Procedure Transformation Overview

    External Procedures and External Procedure Transformations

    External Procedure Transformation Properties

    COM Versus Informatica External Procedures

    The BankSoft Example

    Configuring External Procedure Transformation Properties

    Developing COM Procedures

    Steps for Creating a COM Procedure

    COM External Procedure Server Type

    Using Visual C++ to Develop COM Procedures

    Developing COM Procedures with Visual Basic

    Developing Informatica External Procedures

    Step 1. Create the External Procedure Transformation

    Step 2. Generate the C++ Files

    Step 3. Fill Out the Method Stub with Implementation

    Step 4. Building the Module

    Step 6. Run the Session

    Distributing External Procedures

    Distributing COM Procedures

    Distributing Informatica Modules

    Development Notes

    COM Datatypes

    Row-Level Procedures

    Return Values from Procedures

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    On Input Row Tab

    On End of Data Tab

    On Receiving Transaction Tab

    Using Java Code to Parse a Flat File

    Configuring Java Transformation Settings

    Configuring the Classpath

    Enabling High Precision

    Processing Subseconds

    Compiling a Java TransformationFixing Compilation Errors

    Locating the Source of Compilation Errors

    Identifying Compilation Errors

    Java Transformation API Methods











    Java Expressions Overview

    Expression Function Types

    Using the Define Expression Dialog Box

    Step 1. Configure the Function

    Step 2. Create and Validate the Expression

    Step 3. Generate Java Code for the Expression

    Steps to Create an Expression and Generate Java Code

    Java Expression Templates

    Working with the Simple Interface


    Simple Interface Example

    Working with the Advanced Interface

    Steps to Invoke an Expression with the Advanced Interface

    Rules and Guidelines for Working with the Advanced Interface

    EDataType Class

    JExprParamMetadata Class


    JExpression Class

    Advanced Interface Example

    JExpression API Reference








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    Java Transformation Example Overview

    Step 1. Import the Mapping

    Step 2. Create Transformation and Configure Ports

    Step 3. Enter Java Code

    Import Packages Tab

    Helper Code Tab

    Step 4. Compile the Java CodeStep 5. Create a Session and Workflow

    Sample Data

    Joiner Transformation Overview

    Working with the Joiner Transformation

    Joiner Transformation Properties

    Defining a Join Condition

    Defining the Join Type

    Normal Join

    Master Outer Join

    Detail Outer Join

    Full Outer JoinConfiguring the Sort Order

    Adding Transformations to the Mapping

    Configuring the Joiner Transformation

    Defining the Join Condition

    Joining Data from a Single Source

    Joining Two Branches of the Same Pipeline

    Joining Two Instances of the Same Source

    Guidelines for Joining Data from a Single Source

    Blocking the Source Pipelines

    Unsorted Joiner Transformation

    Sorted Joiner Transformation

    Working with Transactions

    Preserving Transaction Boundaries for a Single Pipeline

    Preserving Transaction Boundaries in the Detail Pipeline

    Dropping Transaction Boundaries for Two Pipelines

    Creating a Joiner Transformation

    To create a Joiner transformation:

    Tips for Joiner Transformations

    Lookup Transformation Overview

    Lookup Source Types

    Relational Lookups

    Flat File Lookups

    Pipeline Lookups

    Connected and Unconnected Lookups

    Connected Lookup Unconnected Lookup

    Connected Lookup Transformation

    Unconnected Lookup Transformation

    Lookup Components

    Lookup Source

    Lookup Ports

    Lookup Properties

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    Configuring Lookup Properties in a Session

    Lookup Query

    Default Lookup Query

    Overriding the Lookup Query

    SQL Override for Uncached Lookup

    Filtering Lookup Source Rows

    Lookup Condition

    Uncached or Static Cache

    Dynamic CacheHandling Multiple Matches

    Return Multiple Rows

    Rules and Guidelines for Returning Multiple Rows

    Configuring Unconnected Lookup Transformations

    Step 1. Add Input Ports

    Step 2. Add the Lookup Condition

    Step 3. Designate a Return Value

    Step 4. Call the Lookup Through an Expression

    Database Deadlock Resilience

    Creating a Lookup Transformation

    To create a Lookup transformation:Creating a Reusable Pipeline Lookup Transformation

    Creating a Non-Reusable Pipeline Lookup Transformation

    Tips for Lookup Transformations

    Lookup Caches Overview

    Cache Comparison

    Building Connected Lookup Caches

    Sequential Caches

    Concurrent Caches

    Using a Persistent Lookup Cache

    Using a Non-Persistent Cache

    Using a Persistent Cache

    Rebuilding the Lookup Cache

    Working with an Uncached Lookup or Static Cache

    Sharing the Lookup Cache

    Sharing an Unnamed Lookup Cache

    Sharing a Named Lookup Cache

    Tips for Lookup Caches

    Dynamic Lookup Cache Overview

    Dynamic Lookup Properties


    Associated Expression

    Null Values

    Ignore Ports in Comparison

    SQL Override

    Lookup Transformation Values

    Initial Cache Values

    Input Values

    Lookup Values

    Output Values

    Updating the Dynamic Lookup Cache

    Configuring the Lookup Transformation

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    Insert Else Update

    Update Else Insert

    Mappings with Dynamic Lookups

    Configuring the Upstream Update Strategy Transformation

    Configuring Downstream Transformations

    Configuring Sessions with a Dynamic Lookup Cache

    Conditional Dynamic Cache Updates

    Configuring a Conditional Dynamic Cache Lookup

    Dynamic Cache Update with Expression ResultsNull Expression Values

    Configuring an Expression for Dynamic Cache Updates

    Synchronizing Cache with the Lookup Source


    Configuring Dynamic Cache Synchronization

    To configure dynamic cache synchronization:

    Dynamic Lookup Cache Example

    Rules and Guidelines for Dynamic Lookup Caches

    Normalizer Transformation Overview

    Normalizer Transformation Components

    Ports TabProperties Tab

    Normalizer Tab

    Normalizer Transformation Generated Keys

    Storing Generated Key Values

    Changing the Generated Key Values

    VSAM Normalizer Transformation

    VSAM Normalizer Ports Tab

    VSAM Normalizer Tab

    Steps to Create a VSAM Normalizer Transformation

    To create a VSAM Normalizer transformation:

    Pipeline Normalizer Transformation

    Pipeline Normalizer Ports Tab

    Pipeline Normalizer Tab

    Steps to Create a Pipeline Normalizer Transformation

    Using a Normalizer Transformation in a Mapping

    Generating Key Values

    Troubleshooting Normalizer Transformations

    Rank Transformation Overview

    Ranking String Values

    Rank Caches

    Rank Transformation Properties

    Ports in a Rank Transformation

    Rank Index

    Defining Groups

    Creating a Rank Transformation

    Router Transformation Overview

    Working with Groups

    Input Group

    Output Groups

    Using Group Filter Conditions

    Adding Groups

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    Connecting Router Transformations in a Mapping

    Creating a Router Transformation

    To create a Router transformation:

    Sequence Generator Transformation Overview

    Common Uses for Sequence Generator

    Creating Keys

    Replacing Missing Values

    Sequence Generator Ports


    Sequence Generator Transformation Properties

    Start Value and Cycle

    Increment By

    End Value

    Current Value

    Number of Cached Values


    Creating a Sequence Generator Transformation

    To create a Sequence Generator transformation:

    Sorter Transformation OverviewSorting Data

    Sorter Transformation Properties

    Sorter Cache Size

    Case Sensitive

    Work Directory

    Distinct Output Rows

    Tracing Level

    Null Treated Low

    Creating a Sorter Transformation

    To create a Sorter transformation:

    Source Qualifier Transformation Overview

    Transformation Datatypes

    Target Load Order

    Datetime Values

    Parameters and Variables

    Source Qualifier Transformation Properties

    Default Query

    Viewing the Default Query

    To view the default query:

    Overriding the Default Query

    Joining Source Data

    Default Join

    Custom Joins

    Heterogeneous Joins

    Creating Key Relationships

    Adding an SQL Query

    Entering a User-Defined Join

    Outer Join Support

    Informatica Join Syntax

    Creating an Outer Join

    Common Database Syntax Restrictions

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    Entering a Source Filter

    To enter a source filter:

    Using Sorted Ports

    Select Distinct

    Overriding Select Distinct in the Session

    Adding Pre- and Post-Session SQL Commands

    Creating a Source Qualifier Transformation

    Creating a Source Qualifier Transformation Manually

    To create a Source Qualifier transformation manually:Configuring Source Qualifier Transformation Options

    To configure a Source Qualifier transformation:

    Troubleshooting Source Qualifier Transformations

    SQL Transformation Overview

    Script Mode


    Rules and Guidelines for Script Mode

    Query Mode

    Using Static SQL Queries

    Using Dynamic SQL Queries

    Pass-Through Ports ConfigurationPassive Mode Configuration

    Rules and Guidelines for Query Mode

    Connecting to Databases

    Using a Static Database Connection

    Passing a Logical Database Connection

    Passing Full Connection Information

    Rules and Guidelines for Database Connections

    Session Processing

    Transaction Control

    High Availability

    SQL Query Log

    Input Row to Output Row Cardinality

    Query Statement Processing

    Number of Rows Affected

    Maximum Output Row Count

    Understanding Error Rows

    Continuing on SQL Error

    SQL Transformation Properties

    SQL Settings Tab

    SQL Ports Tab

    SQL Statements

    Creating an SQL Transformation

    SQL Transformation Example Overview

    Dynamic Update Example

    Defining the Source File

    Creating a Target Definition

    Creating the Database Table

    Configuring the Expression Transformation

    Defining the SQL Transformation

    Configuring Session Attributes

    Target Data Results

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    Dynamic Connection Example

    Creating the Database Tables

    Creating the Database Connections

    Stored Procedure Transformation Overview

    Input and Output Data

    Connected and Unconnected

    Specifying when the Stored Procedure Runs

    Using a Stored Procedure in a Mapping

    Writing a Stored ProcedureSample Stored Procedure

    Creating a Stored Procedure Transformation

    Importing Stored Procedures

    Manually Creating Stored Procedure Transformations

    Setting Options for the Stored Procedure

    Changing the Stored Procedure

    Configuring a Connected Transformation

    Configuring an Unconnected Transformation

    Calling a Stored Procedure From an Expression

    Calling a Pre- or Post-Session Stored Procedure

    Error HandlingPre-Session Errors

    Post-Session Errors

    Session Errors

    Supported Databases

    SQL Declaration

    Parameter Types

    Input/Output Port in Mapping

    Type of Return Value Supported

    Expression Rules

    Tips for Stored Procedure Transformations

    Troubleshooting Stored Procedure Transformations

    Transaction Control Transformation Overview

    Transaction Control Transformation Properties

    Using Transaction Control Transformations in Mappings

    Sample Transaction Control Mappings with Multiple Targets

    Mapping Guidelines and Validation

    Creating a Transaction Control Transformation

    To create a Transaction Control transformation:

    Union Transformation Overview

    Rules and Guidelines for Union Transformations

    Union Transformation Components

    Creating a Union Transformation

    To create a Union transformation:

    Using a Union Transformation in a Mapping

    Unstructured Data Transformation Overview

    Configuring the Unstructured Data Option

    Configuring the Data Transformation Repository Directory

    Data Transformation Service Types

    Unstructured Data Transformation Components

    UDT Settings Tab

    Viewing Status Tracing Messages

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    Unstructured Data Transformation Ports

    Ports by Input and Output Type

    Adding Ports

    Creating Ports From a Data Transformation Service

    Defining a Service Name

    Relational Hierarchies

    Exporting the Hierarchy Schema


    Parsing Word Documents for Relational TablesCreating an Excel Sheet from XML

    Parsing Word Documents and Returning A Split XML File

    Rules and Guidelines for Unstructured Data Mappings

    Steps to Create an Unstructured Data Transformation

    To create an Unstructured Data transformation:

    Update Strategy Transformation Overview

    Flagging Rows Within a Mapping

    Forwarding Rejected Rows

    Update Strategy Expressions

    Aggregator and Update Strategy Transformations

    Lookup and Update Strategy TransformationsSetting the Update Strategy for a Session

    Specifying an Operation for All Rows

    Specifying Operations for Individual Target Tables

    Update Strategy Checklist

    XML Source Qualifier Transformation

    XML Parser Transformation

    XML Generator Transformation


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    matica PowerCenter 9.0 Transformation Guide