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1
PowerCenter Basic Concepts
Ale RibeiroJune 6, 2006
2
Agenda
• What is PowerCenter?
• PowerCenter Client Applications
• Demo
• PowerCenter – Designer, Workflow Manager, Workflow Monitor
• PowerCenter Architecture
• Where do we use PowerCenter in IT?
• Q&A
3
PowerCenter
• Is a single, unified enterprise data integration platform that allows companies and government organizations of all sizes to access, discover, and integrate data from virtually any business system, in any format, and deliver that data throughout the enterprise at any speed
• An ETL Tool (Extract, Transform and Load)
4
PowerCenter Client Applications
Designer
Create ETL mappings
Workflow Manager
Create and start workflows
Workflow Monitor
Monitor and control
workflows
Development
Repository Manager
Manage repository• connections• folders• objects• users and groups
Administration Console (browser-based)
Perform domain and repository service tasks:• Create/configure nodes and repository services• Upgrade/delete• Start/stop• Backup/restore
Administration
Administration Console
5
Designer Tools – Create mappings
SourceAnalyzer:
create source objects
TargetDesigner:
create target objects
TransformationDeveloper:
create reusable transformations
MappletDesigner:
createmapplets
MappingDesigner:
create mappings
6
Mapping
Logically Defines the ETL Process:
• Reads data from sources
• Applies transformation logic to data
• Writes transformed data to targets
Source TargetTransformations
Note: Sources and targets can be flat files, relational tables, XML files, application systems, message queues, etc
Unit 1
7
Mapping (cont’d)
• A mapping is a set of source and target definitions linked by transformation objects that define the rules for data transformation. Mappings represent the data flow between sources and targets. When the Integration Service runs a session, it uses the instructions configured in the mapping to read, transform, and write data.
• Every mapping must contain the following components: ♦Source definition. Describes the characteristics of a source table or file.
♦Transformation. Modifies data before writing it to targets. Use different transformation objects to perform different functions.
♦Target definition. Defines the target table or file.
♦Links. Connect sources, targets, and transformations so the Integration Service can move the data as it transforms it.
• A mapping can also contain one or more mapplets. A mapplet is a set of transformations that you build in the Mapplet Designer and can use in multiple mappings.
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Example
• Give me an Excel file with Total Order Amount per Customer. I also need to know when this data was extracted (date) and the customer type initial ( first letter of the customer type)
• Define the sources• Orders
• Customers
• Define any required transformation• Sum of order amount
• Get extracted date
• Get first letter of customer type
• Create the file
9
Transformations
• Generate, modify, or pass data
• Data passes into and out of transformations through ports that you link in a mapping
• Passive transformations do not change the number of rows received
• Active transformations can change the number of rows received
Unit 1
10
PowerCenter Transformations (partial list)
Source Qualifier: reads data from flat file and relational sources
Expression: performs row-level calculations
Filter: drops rows conditionally
Sorter: sorts data
Aggregator: performs aggregate calculations
Joiner: joins heterogeneous sources
Lookup: looks up values and passes them to other objects
Update Strategy: tags rows for insert, update, delete, reject
Router: routes rows conditionally
Transaction Control: allows data-driven commits and rollbacks
11
Advanced PowerCenter Transformations
Union: Performs a union-all join between two data streams
Java: allows Java syntax to be used within PowerCenter
Midstream XML Parser: reads XML from anywhere in mapping
Midstream XML Generator: writes XML to anywhere
More Source Qualifiers: read from XML, message queues and applications
12
Mapplet – Set of transformation that can be reusable
MappletInput & Output
transformations (pass data from or to mapping)
Mapplet Designer Tool
Unit 14
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Example: Data Sources Defined Outside Mapplet
Source data defined outside the Mapplet
Mapplet
Mapplet Input transformation
Mapping
Mapplet Output transformation
Unit 14
14
Recap
1. ETL
2. Designer
3. Mapping
4. Transformation
5. Mapplet
a. Extract, transform and load data
b. Create mapping objects
c. Logically defines the ETL process
d. Generates or manipulates data
− Set of transformations that can be reused in multiple mappings
15
Workflow Manager Tools – Create and Start Workflow
Create reusable tasks Create worklets Create workflows
16
Task
• An executable set of actions, functions or commands
• Examples:
Session task runs a mapping
Command task runs a shell script
Email task sends an email
Decision task branches workflow conditionally
Timer task waits for a specified period
17
Session
• Task that executes a mapping
• Define Log Options, Error handling, Connections
18
Decision Task
� Tests for a condition during the workflow and sets a flag based on the condition
� Use a link condition (or a Control task) downstream to test the flag and control execution flow
� Can use workflow variables in condition
Options on all tasks to fail parent
and disable
Treat inputs as AND/OR
Unit 16
19
Email Task
� Sends an email within a workflow
Note: emails can also be sent post-session in a Session task
� Can be used with a link condition to notify success or failure of prior tasks
Unit 16
20
Event Wait Task
� Pauses processing of the pipeline until a specified event occurs
� Events can be:
� Pre-defined – file watch
� User-defined – created by an Event Raise task elsewhere in the workflow
Unit 17
21
Event Wait Task (cont’d)
Events Tab
User-defined events must be declared in the workflow Events tab
Specify either a pre-defined or user-defined event
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Event Raise Task
� Sets the location of a user-defined event in the workflow
� User-defined events are triggered when the PowerCenter Server executes the Event Raise Task
� User-defined events must be declared in the workflow Events tab
Used with the Event Wait Task
23
Command Task
� Specifies one or more UNIX command or shell script, DOS command or batch file for Integration Services to run during a workflow
Note: UNIX and DOS commands
can also be run pre- or post-session in a Session task
� Command task status (success or failure) is held in the task-specific variable $command_task_name.STATUS
24
Command Task (cont’d)
Add Cmd
Remove Cmd
25
• Session, Email and Command tasks can be reusable
• Use the Task Developer to create reusable tasks
• Reusable tasks appear in the Navigator Tasks node and can be dragged and dropped into any workflow
In a workflow, a reusable task is indicated by a special symbol
Reusable Tasks
Unit 17
26
Worklet
� An object representing a set or grouping of Tasks
� Can contain any Task available in the Workflow Manager
� Worklets expand and execute inside a Workflow
� A Workflow which contains a Worklet is called the “parent Workflow”
� Worklets CAN be nested
� Reusable Worklets – create in the Worklet Designer
� Non-reusable Worklets – create in the Workflow Designer
Unit 18
27
Workflow
• A collection of ordered tasks
• Tasks can be linked sequentially, concurrently and/or combined
• Links can be conditional on previous tasks completing
Unit 1
28
Workflow Structure
• Workflow 1
• Session 1
• Worklet A
• Session A1
• Session A2
• Session A3
• Worklet B � Worklet C
Session B1�Session B2 Session C1
Session C2
1
123
1 234
29
Workflow Schedule
•Workflow can be scheduled to run continuously, repeat at a given time or interval, or start manually. •The Integration Service runs a workflow unless the prior workflow run fails. •When a workflow fails, the Integration Service removes the workflow from the schedule, and you must reschedule it
30
Workflow Monitor
• Check Workflow Status
• Recover Workflow
• Get session log
31
Recap
1. Workflow
2. Worklet
3. Task
4. Workflow Manager
5. Workflow Monitor
a. A collection of ordered tasks
b. Set of tasks
c. An executable mapping, functions or commands
d. Create and start workflows
e. Monitor and control workflows
Unit 1
32
PowerCenter Architecture
Sources Targets
Repository
Integration Service
Repository Service Process
Repository Service
Domain
Administration Console
PowerCenter Client
33
Architecture – Components
• Domain is a collection of nodes and services. Primary unit of administration
• The Repository Service manages connections to the PowerCenter repository from client applications. The Repository Service is a separate, multi-threaded process that retrieves, inserts, and updates metadata in the repository database tables. The Repository Service ensures the consistency of metadata in the repository.
• The Integration Service reads mapping and session information from the repository. It extracts data from the mapping sources and stores the data in memory while it applies the transformation rules that you configure in the mapping. The Integration Service loads the transformed data into the mapping targets.
• The Administration Console is a web application that you use to manage a PowerCenter domain. If you have a user login to the domain, you can access the Administration Console. Use the Administration Console to perform administrative tasks such as managing logs, user accounts, and domain objects. Domain objects include services, nodes, and licenses.
• The PowerCenter repository resides in a relational database. The repository database tables contain the instructions required to extract, transform, and load data. PowerCenter Client applications access the repository database tables through the Repository Service.
34
Metadata
• Defines data and processes
• Examples:
• Source and target definitions
• Type (flat file, database table, XML file, etc)
• Datatype (character string, integer, decimal, etc)
• Other attributes (length, precision, etc.)
• Mapping logic
• Workflow logic
• Stored in a metadata repositoryRepository
35
Recap
1. Metadata
2. Repository
3. Repository Manager
4. Integration Service
a. Defines data and processes
b. Collection of tables that contains PowerCenter metadata
c. Repository organization and security
d. ETL processing engine
Match the terms and explanations:
Unit 1
36
Where do we use PowerCenter?
• Data Warehouse(SalesVision) and Data Mart (Horizon) Loads
• Customer Hub Load
• Interfaces –
• PowerCafe Orders � Peoplesoft
• Magic Leads�PowerCafe
• Customer Portal Online Support Access�Atlas
• ADS Sales Rep Accounts�SalesPortal LDAP
37
PowerCenter Connect Options
Packaged Applications and Systems
Databases and Flat Files
Messaging and Standards
Hierarchical* Software as a Service (SaaS)
Hyperion Essbase DB2 HTTP Adabas salesforce.com
Lotus Notes Flat files IBM MQSeries C-ISAM
PeopleSoft Informix JMS Complex flat files
SAP Netweaver BW Netezza LDAP Datacom
SAS SQL Server MSMQ IDMS
Siebel Sybase ODBC IMS
Teradata TIBCO Rendezvous VSAM
Web logs webMethods
Web Services
XML
38
Questions?