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Informatica New Features Guide Version 9 .0 December 2009 Copyright (c) 1998-2009 . All rights reserved.
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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Table of Contents
Preface
The Informatica New Features Guide is written for all Informatica software users. This guide lists the new features and enhancements in Informatica products.
Informatica Resources
Informatica Customer Portal
As an Informatica customer, you can access the Informatica Customer Portal site at http://my.informatica.com. The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Documentation Center, and access to the Informatica user community.
Informatica Documentation
The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to the Informatica Documentation Center from http://my.informatica.com.
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Preface
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CHAPTER 1
Repository
Data Services and Data Quality both use a Model repository to store objects. If you have Data Services and Data Quality, you can use the same repository.
Application Clients
Data Services and Data Quality both use the following application clients to create objects and preview results:
Informatica Developer (Developer tool). Developers use this application to design and implement data
quality and data services solutions. The Developer tool includes an editor to edit the objects that you create.
Informatica Analyst (Analyst tool). Analysts use this web-based application client to analyze, cleanse,
Application Services
Data Services and Data Quality use the following application services to process the objects that you create in the client applications:
Data Integration Service. Performs data integration tasks for Informatica Analyst and Informatica Developer
Data Quality
Informatica Data Quality is enhanced in version 9.0 with new desktop and web-based client applications. Use the Developer tool to design and distribute data quality mappings and rules from your desktop. Use the Analyst tool to analyze data quality and run rules from any Internet browser. With Data Quality, you can perform the following tasks:
Profile data. Create and run a profile to analyze the structure and content of enterprise data and to identify
strengths and weaknesses in the data. After you run a profile, you can selectively drill down to see the underlying rows in the profile results. You can also add columns to scorecards and add column values to reference tables.
Score data. Create scorecards to score the valid values for any column or the output of rules. Scorecards
display the value frequency for columns in a profile as scores. Use scorecards to measure and visually represent data quality progress. You can also view trend charts to view the history of scores over time.
Standardize data values. Standardize data to remove errors and inconsistencies that you find when you run a
data. You can split a single field of freeform data into fields that contain different information types. You can also add information to your records. For example, you can flag customer records as personal or business customers.
Validate postal addresses. Address validation evaluates and enhances the accuracy and deliverability of your
postal address data. Address validation corrects errors in addresses and completes partial addresses by comparing address records against reference data from national postal carriers. Address validation can also add postal information that speeds mail delivery and reduces mail costs.
Manage bad and duplicate records. Duplicate record analysis compares a set of records against each other
to find similar or matching values in selected data columns. You set the level of similarity that indicates a good match between field values. You can also set the relative weight given to each column in match calculations. For example, you can prioritize surname information over forename information.
Create and run data quality rules. Informatica provides pre-built rules that you can run or edit to meet your
project objectives. Create and apply rules within profiles. A rule is reusable business logic that defines conditions applied to data when you run a profile. Use rules to further validate the data in a profile and to measure data quality progress.
Collaborate with Informatica users. The rules and reference data tables you add to the Model repository are
available to users in the Developer tool and the Analyst tool. Users can collaborate on projects, and different users can take ownership of objects at different stages of a project.
Export mappings to PowerCenter. You can export mappings to PowerCenter to reuse the metadata for data
quality rules. Create, edit, and import data quality dictionary files as reference tables. Create reference tables to establish relationships between source data and valid and standard values. The following table lists the data quality tasks that you can perform in the Developer tool and the Analyst tool:
Informatica Developer Create and run mappings. Create and run rules. Perform profiling. Score data. Export mappings to PowerCenter. Informatica Analyst Perform profiling. Score data. Manage reference tables. Create profiling rules. Run rules in profiles. Manage bad and duplicate records.
Note: Informatica Data Explorer Advanced Edition functionality is a subset of Informatica Data Quality functionality.
Data Services
Informatica Data Services provides a way to find, understand, integrate, and manage data across an enterprise. With Informatica Data Services, you can create data models that describe how to represent and access data in an enterprise. You can use the components of the data model for data integration and data quality projects. Reuse the components for multiple projects to eliminate redundant work. You can also create a virtual database that allows all applications to consume data regardless of how the integration logic is physically implemented. The virtual database also isolates applications and other data consumers from changes in underlying data sources. With Data Services, you can perform the following tasks:
Define logical views of data. A logical view of data describes the structure and use of data in an enterprise.
You can create a logical data object model that shows what types of data your enterprise uses and how that data is structured.
Map logical models to data sources or targets. Create a mapping that links objects in a logical model to
data sources or targets. You can link data from multiple, disparate sources to have a single view of the data. You can also load data that conforms to a model to multiple, disparate targets.
Create virtual views of data. You can deploy a logical model to a virtual federated database. End users can
run SQL queries against the virtual data without affecting the actual source data.
Export mappings to PowerCenter. You can export mappings to PowerCenter to reuse the metadata for
any data project, as it can identify strengths and weaknesses in your data and help you define your project plan. This is available if you have the profiling option.
Create rules. Create rules with Data Services transformations. This is available if you have the profiling option. Manage reference data. Create and update reference tables for use by analysts and developers to use in data
quality standardization and validation rules. Create, edit, and import data quality dictionary files as reference tables. Create reference tables to establish relationships between source data and valid and standard values. Developers use reference tables in standardization and lookup transformations in Informatica Developer. The following table lists the data services tasks that you can perform in the Developer tool and the Analyst tool:
Informatica Developer Create logical data object models. Create and run mappings with Data Services transformations. Create SQL data services. Profile data. Create rules. Export objects to PowerCenter. Informatica Analyst - Manage reference data.
Note: If you have the profiling option, you can perform profiling and also create rules with Data Services transformations.
Informatica Analyst
Informatica Analyst is a new web-based application that analysts can use to analyze, cleanse, standardize, profile, and score data in an enterprise. Business analysts and developers use Informatica Analyst for data-driven collaboration. You can perform column and rule profiling, scorecarding, and bad record and duplicate record management. You can also manage and provide reference data to developers in a data quality solution. Use Informatica Analyst to accomplish the following tasks:
Profile data. Create and run a profile to analyze the structure and content of enterprise data and identify
strengths and weaknesses. After you run a profile, you can selectively drill down to see the underlying rows from the profile results. You can also add columns to scorecards and add column values to reference tables.
Create rules in profiles. Create and apply rules within profiles. A rule is reusable business logic that defines
conditions applied to data when you run a profile. Use rules to further validate the data in a profile and to measure data quality progress.
Score data. Create scorecards to score the valid values for any column or the output of rules. Scorecards
display the value frequency for columns in a profile as scores. Use scorecards to measure and visually represent data quality progress. You can also view trend charts to view the history of scores over time.
Manage reference data. Create and modify reference tables for use by analysts and developers to utilize in
data quality standardization and validation rules. Create, edit, and import data quality dictionary files as reference tables. Create reference tables to establish relationships between source data and valid and standard values. Developers utilize reference tables in standardization and lookup transformations in Informatica Developer.
Manage bad records and duplicate records. Fix bad records and consolidate duplicate records.
Informatica Domain
The PowerCenter domain renamed to Informatica domain. It is expanded include objects and services for the Informatica platform.
infacmd.
infacmd mcf. Export mappings from the Model repository to the PowerCenter repository. infacmd mrs. Manage Model Repository Services. infacmd oie. Export objects from the Model repository to an export file. Import objects to the Model repository
infacmd rtm. Manage the staging database for the Analyst tool. infacmd sql. Manage SQL data services that you deploy to the Data Integration Service.
Services
The Informatica domain includes services for PowerExchange, Informatica Analyst, and Informatica Developer.
Analyst Service
Application service that runs Informatica Analyst in the Informatica domain. Create and enable an Analyst Service on the Domain tab of Informatica Administrator. When you enable the Analyst Service, the Service Manager starts Informatica Analyst. You can open Informatica Analyst from Informatica Administrator.
Management
This section describes new features and enhancements to domain management.
Informatica Administrator
The PowerCenter Administration Console is renamed to Informatica Administrator (Administrator tool). The Informatica Administrator has a new interface. Some of the properties and configuration tasks from the PowerCenter Administration Console have been moved to different locations in Informatica Administrator.
Connection Management
Database connections are centralized in the domain. You can create and view database connections in Informatica Administrator, Informatica Developer, or Informatica Analyst. Create, view, edit, and grant permissions on database connections in Informatica Administrator.
Deployment
You can configure, deploy, and enable applications in the Developer tool. Deploy applications to one or more Data Integration Services.
Informatica Domain
Licensing
The Informatica domain enforces the licensing restrictions on the number of CPUs and PowerCenter repositories.
Monitoring
You can monitor profile jobs, scorecard jobs, preview jobs, mapping jobs, and SQL data services for each Data Integration Service. View the status of each monitored object on the Monitoring tab of the Administrator tool.
PowerCenter
This section describes new features and enhancements to PowerCenter.
Real-time Sessions
Session log file rollover. You can limit the size of session logs for real-time sessions. You can limit the size
by time or by file size. You can also limit the number of log files for a session.
Lookup Transformation
Cache updates. You can update the lookup cache based on the results of an expression. When an expression
is true, you can add to or update the lookup cache. You can update the dynamic lookup cache with the results of an expression.
Database deadlock resilience. In previous releases, when the Integration Service encountered a database
deadlock during a lookup, the session failed. Effective in 9.0, the session will not fail. When a deadlock occurs, the Integration Service attempts to run the last statement in a lookup. You can configure the number of retry attempts and time period between attempts.
Multiple rows return. You can configure the Lookup transformation to return all rows that match a lookup
condition. A Lookup transformation is an active transformation when it can return more than one row for any given input row.
SQL overrides for uncached lookups. In previous versions you could create a SQL override for cached
lookups only. You can create an SQL override for uncached lookup. You can include lookup ports in the SQL query.
SQL Transformation
Auto-commit for connections. You can enable auto-commit for each database connection. Each SQL
statement in a query defines a transaction. A commit occurs when the SQL statement completes or the next statement is executed, whichever comes first.
Exactly-once processing. The Integration Service provides exactly-once delivery of real-time source
messages to the SQL transformation. If there is an interruption in processing, the Integration Service can recover without requiring the message to be sent again. To perform exactly-once processing, the Integration Service stores a set of operations for a checkpoint in the PM_REC_STATE table.
Passive transformation. You can configure the SQL transformation to run in passive mode instead of active
mode. When the SQL transformation runs in passive mode, the SQL transformation returns one output row for each input row.
XML Transformation
XML Parser buffer validation. The XML Parser transformation can validate an XML document against a
schema. The XML Parser transformation routes invalid XML to an error port. When the XML is not valid, the XML Parser transformation routes the XML and the error messages to a separate output group that you can connect to a target.
Metadata Manager
This section describes new features and enhancements to Metadata Manager.
Resources
Microsoft Analysis and Reporting Services resource. Metadata Manager added the Microsoft Analysis and
Reporting Services resource. Use this resource to extract reporting metadata from Microsoft Reporting Services and to extract an analysis schema from Microsoft Analysis Services.
Test a connection to validate the configuration of a resource. When you create or edit a resource, click
Test Connection to test the connection to the source system, validate the Metadata Manager Agent URL, or validate the source file configuration.
PowerCenter parameter file syntax. Metadata Manager supports additional forms of parameters in
z/OS resource.
Single log file. You can download a single log file in Microsoft Excel that includes load details, session
Connection Assignments
Link objects in connected resources. If you change connection assignments for a resource, you do not need
to reload the resource to create the links between matching objects in connected resources. You can use the Resource Link Administration window to direct Metadata Manager to create the links between matching objects in the resources.
Export missing link details. The Load Details tab contains summary information for links created between
objects in connected resources. You can export the details of objects that Metadata Manager could not link to a Microsoft Excel file for further analysis.
Automatic connection assignment. Metadata Manager can automatically configure connection assignments
for a data integration, business intelligence, or data modeling resource. Metadata Manager configures the connection assignments during a resource load or link process. Use the Load Details tab to review the
Metadata Manager
connection assignments and make corrections as needed. Or, you can manually configure the connection assignments.
Purging resources keeps connection assignments. Metadata Manager keeps connection assignments for a
purged resource. The connection assignment properties display the schema status as purged. If you reload the resource, Metadata Manager changes the status to active if the schema still exists in the source.
Business Glossary
Business Glossary approval workflow. You can use the business glossary to create and edit draft business
terms, propose the business terms for review by data stewards and then publish the terms. After publication, the business term is visible to all users.
Migrate a business glossary. You can migrate business glossaries to and from XML. The XML file includes all
categories, business terms, and custom objects, and object comments, links, and relationships.
Business glossary terms in data lineage diagram. When you launch data lineage, Metadata Manager
displays the business terms associated with each object in a lineage diagram. Metadata Manager does not display the both upstream and downstream connections between business terms in a data lineage diagram anymore.
Link business glossary terms to reference tables. You can associate a business term with a reference table
name and a URL to the reference table. You can specify a URL to a reference table in Informatica Analyst, or you can include any valid URL to a reference table. Previously you associated a business term with a reference table in Reference Table Manager. Reference Table Manager no longer exists.
Audit trail. View the history of changes to business glossary categories, business terms, and custom objects.
The audit trail includes the old and new values of a property and the user who made the edits. You can also search the audit trail.
Browse Metadata
Use the URL API to access Metadata Manager objects and features . You can use the URL API to access
Metadata Manager objects and features from external applications. For example, you can bookmark a link to a particular catalog object, or you can access data lineage on a specific object from a business intelligence tool.
Display one instance of an object in the lineage diagram. PowerCenter mappings and database tables,
views, and synonyms are no longer split across multiple instances in different nodes in a lineage diagram. You can also configure additional classes whose objects are not split.
mmcmd Commands
The mmcmd command line program includes commands in the following areas:
Resource management. Added commands to create, update, delete, and purge resources. Added commands
to configure connection assignments, configure PowerCenter parameter files, and create links between objects in connected resources. Added a command to cancel a resource load.
Metadata Manager Service. Added commands to create and delete Metadata Manager repository content and
Import/Export
Export and import in XML. You can export any custom resource, business glossary, or property added to a
packaged resource type to an XML file and import it into another Metadata Manager instance.
Audit Trail
Audit trail. View the history of changes to business glossary categories and terms, custom resources, and
properties added to packaged resource types. The audit trail includes the old and new values of a property and the user who made the edits. You can also search the audit trail.
Search
Searching metadata in Metadata manager includes the following enhancements:
Links. You can search for text in links for metadata objects, including link name, link description, link URL . Location property. By default, the location of an object appears in search results. You can click the link to
resource objects, business glossary categories and terms, and properties added to packaged resource types.
feel, Action menu, context-sensitive menus, and toolbar buttons. The Search menu is more conveniently placed for accessibility. The user interface is more consistent with other Informatica web-based tools.
PowerExchange
This section describes new features and enhancements in PowerExchange 9.0.
Asynchronous network communication . PowerExchange uses asynchronous network communication for
most send and receive operations between a PowerExchange client and a PowerExchange Listener. With asynchronous communication, PowerExchange uses separate threads for network processing and data processing, so that network processing overlaps with data processing. PowerExchange sends and receives heartbeat signals across the network that can be used for early detection of failure situations. For more information, see PowerExchange Interfaces for PowerCenter .
Partitioning for bulk data movement sessions . PowerExchange 9.0 provides the following partitioning
enhancements:
- You can use pass-through partitioning without SQL overrides for bulk data movement sessions that include
any of the following offloaded data sources: VSAM data sets, sequential data sets, and DB2 for z/OS unload data sets. PowerExchange opens a single connection to the data source and distributes the data across the partitions.
- For all other nonrelational bulk data sources, you can use pass-through partitioning with disjoint SQL
overrides. If you do not provide overrides with these data sources, data is read into the first partition only. For more information, see the PowerExchange Bulk Data Movement Guide .
DB2 for z/OS Stored Procedure transformations . You can use Stored Procedure transformations for DB2 for
z/OS stored procedures in a PowerCenter mapping. Use Stored Procedure transformations for read or write bulk data movement and change data capture (CDC) operations. For more information, see PowerExchange Interfaces for PowerCenter .
DB2 for i5/OS multiple-row FETCH statements . To enhance the performance of DB2 for i5/OS bulk data
movement operations that use the DB2 access method, PowerExchange uses a DB2 multiple-row FETCH statement to retrieve multiple rows of data at a time from a source table. In PowerCenter, you can configure the number of rows to be retrieved by setting the Array Size attribute on a PWX DB2i5OS relational connection used by PWXPC. For more information, see PowerExchange Interfaces for PowerCenter and the PowerExchange CDC Guide for i5/OS .
PowerExchange
PowerExchange Logger for Linux, UNIX, and Windows performance . The following enhancements improve
PowerExchange Logger for Linux, UNIX, and Windows processing and management:
- PowerExchange Logger configuration parameters . You can enter additional parameters in the
PowerExchange Logger for Linux, UNIX and Windows configuration file to control how expired CDCT records are deleted, specify the maximum number of days to hold retention array items in memory, and control whether PowerExchange displays a user confirmation prompt for a cold start or for a warm start from a previous position in the change stream. For more information, see the PowerExchange CDC Guide for Linux, UNIX, and Windows.
- PowerExchange Logger cold starts . PowerExchange 9.0 provides a COLDSTART parameter that enables
you to control whether the PowerExchange Logger for Linux, UNIX, and Windows cold starts or warm starts. For more information, see the PowerExchange CDC Guide for Linux, UNIX, and Windows .
- DISPLAY commands . Additional DISPLAY commands are available for the PowerExchange Logger for
Linux, UNIX, and Windows to help you monitor and manage PowerExchange Logger processing. You can issue these commands from the command line or by using the pwxcmd program. For more information, see the PowerExchange Command Reference.
- Checkpoint file. For more efficient checkpoint processing and smaller checkpoint files, PowerExchange 9.0
changes the format of the PowerExchange Logger checkpoint files from CISAM files to sequential files with the extension .ckp. For more information, see the PowerExchange CDC Guide for Linux, UNIX, and Windows .
PowerExchange Logger file management . Use the PWUCDCT utility to back up, restore, and regenerate the
PowerExchange Logger for Linux, UNIX, and Windows CDCT file and to manage expired CDCT records and orphaned log files. Also use the utility to print reports on PowerExchange Logger files such as checkpoint files and log files. For more information, see the PowerExchange Utilities Guide .
pwxcmd command support for i5/OS and z/OS . You can issue use the pwxcmd program to issue commands
from a Linux, UNIX, or Windows system to a PowerExchange Listener or PowerExchange Condense process running on an i5/OS or z/OS system. For more information, see the PowerExchange Command Reference .
Extraction of relative record numbers during DB2 for i5/OS CDC processing . When you create a capture
registration, you have the option to capture the relative record number of the change record.
PowerExchange Listener Service . Use this application service to manage the local PowerExchange Listener.
You can create, start, or stop a PowerExchange Listener service or view status information in the Informatica Administrator. For more information, see the PowerCenter Administrator Guide .
PowerExchange Logger Service . Use this application service to manage the local PowerExchange Logger for
Linux, UNIX, and Windows. You can create, start, or stop a PowerExchange Logger service or view status information in the Informatica Administrator. For more information, see the PowerCenter Administrator Guide .
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