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Activity Guide - Volume II

D64974GC20

Edition 2.0

September 2012

D78957

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Oracle Data Integrator 11g:


Integration and Administration

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Richard Green

Disclaimer

Technical Contr ibutors


and Reviewer s
Alex Kotopoulis
Denis Gray
Christophe Dupupet
Julien Testut
David Allan
Sachin Thatte
Viktor Tchemodanov
Gerry Jurrens
Veerabhadra Putrevu

Editor s
Rashmi Rajagopal
Vijayalakshmi Narasimhan
Aju Kumar Kumar

Gr aphic Designer s
Satish Bettegowda
Seema Bopaiah

Publisher s
Giri Venugopal
Sumesh Koshy
Srividya Rameshkumar

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Author

Practices for Lesson 1: Introduction to Integration and Administration ................................................. 1-1


Practices for Lesson 1: Overview............................................................................................................. 1-2
Practice 1-1: Starting the ODI Client ........................................................................................................ 1-3
Practices for Lesson 2: Administering ODI Repositories ........................................................................ 2-1
Practices for Lesson 2: Overview............................................................................................................. 2-2
Practices for Lesson 2: Flow of Data........................................................................................................ 2-3
Practice 2-1: Creating and Connecting to ODI Master and Work Repositories ........................................... 2-4
Practices for Lesson 3: ODI Topology Concepts ..................................................................................... 3-1
Practices for Lesson 3: Overview............................................................................................................. 3-2
Practice 3-1: Setting Up and Installing an ODI Agent ................................................................................ 3-3
Practices for Lesson 4: Describing the Physical and Logical Architecture ............................................ 4-1
Practices for Lesson 4: Overview............................................................................................................. 4-2
Practice 4-1: Working with Topology ........................................................................................................ 4-3
Practices for Lesson 5: Setting Up a New ODI Project ............................................................................ 5-1
Practices for Lesson 5: Overview............................................................................................................. 5-2
Practice 5-1: Setting Up a New ODI Project ............................................................................................. 5-3
Practices for Lesson 6: Oracle Data Integrator Model Concepts............................................................. 6-1
Practices for Lesson 6: Overview............................................................................................................. 6-2
Practice 6-1: Creating a Model ................................................................................................................ 6-3
Practices for Lesson 7: Organizing ODI Models and Creating ODI Datastores ....................................... 7-1
Practices for Lesson 7: Overview............................................................................................................. 7-2
Practice 7-1: Checking Data Quality in the Model ..................................................................................... 7-3
Practices for Lesson 8: ODI Interface Concepts ...................................................................................... 8-1
Practices for Lesson 8: Overview............................................................................................................. 8-2
Practice 8-1: Creating ODI Interface: Simple Transformations .................................................................. 8-3
Practices for Lesson 9: Designing Interfaces .......................................................................................... 9-1
Practices for Lesson 9: Overview............................................................................................................. 9-2
Practice 9-1: Creating ODI Interface: Complex Transformations ............................................................... 9-3
Practice 9-2: Creating ODI Interface: Implementing Lookup ...................................................................... 9-22
Practices for Lesson 10: Interfaces: Monitoring and Debugging ............................................................ 10-1
Practices for Lesson 10: Overview ........................................................................................................... 10-2
Practice 10-1: Creating ODI Interface: Exporting a Flat File to a Relational Table ...................................... 10-3
Practices for Lesson 11: Designing Interfaces: Advanced Topics 1 ....................................................... 11-1
Practices for Lesson 11: Overview ........................................................................................................... 11-2
Practice 11-1: Using Native Sequences with ODI Interface ....................................................................... 11-3
Practice 11-2: Using Temporary Indexes ................................................................................................. 11-18
Practice 11-3: Using Data Sets with ODI Interface.................................................................................... 11-28
Practices for Lesson 12: Designing Interfaces: Advanced Topics 2 ....................................................... 12-1
Practices for Lesson 12: Overview ........................................................................................................... 12-2
Practice 12-1: Using Temporary ODI Interfaces ....................................................................................... 12-3
Practice 12-2: Developing a New Knowledge Module ............................................................................... 12-38
Practices for Lesson 13: Using ODI Procedures...................................................................................... 13-1
Practices for Lesson 13: Overview ........................................................................................................... 13-2
Practice 13-1: Creating an ODI Procedure ............................................................................................... 13-3
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Table of Contents

Practices for Lesson 15: Managing ODI Scenarios.................................................................................. 15-1


Practices for Lesson 15: Overview ........................................................................................................... 15-2
Practice 15-1: Creating and Scheduling an ODI Scenario ......................................................................... 15-3
Practices for Lesson 16: Using Load Plans ............................................................................................. 16-1
Practices for Lesson 16: Overview ........................................................................................................... 16-2
Practice 16-1: Using Load Plans.............................................................................................................. 16-3
Practices for Lesson 17: Managing ODI Versions.................................................................................... 17-1
Practices for Lesson 17: Overview ........................................................................................................... 17-2
Practice 17-1: Working with ODI Versions................................................................................................ 17-3
Practices for Lesson 18: Enforcing Data Quality with ODI ...................................................................... 18-1
Practices for Lesson 18: Overview ........................................................................................................... 18-2
Practice 18-1: Enforcing Data Quality with ODI Interface .......................................................................... 18-3
Practices for Lesson 19: Working with Changed Data Capture ............................................................... 19-1
Practices for Lesson 19: Overview ........................................................................................................... 19-2
Practice 19-1: Implementing Changed Data Capture ................................................................................ 19-3
Practices for Lesson 20: Advanced ODI Administration.......................................................................... 20-1
Practices for Lesson 20: Overview ........................................................................................................... 20-2
Practice 20-1: Setting Up ODI Security .................................................................................................... 20-3
Practice 20-2: Integration with Enterprise Manager and Using ODI Console.............................................. 20-22
Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA ............ 21-1
Practices for Lesson 21: Overview ........................................................................................................... 21-2
Practice 21-1: Executing an ODI Scenario Through the ODI Public Web Service....................................... 21-3

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Practices for Lesson 14: Using ODI Packages......................................................................................... 14-1


Practices for Lesson 14: Overview ........................................................................................................... 14-2
Practice 14-1: Creating an ODI Package.................................................................................................. 14-3
Practice 14-2: Using ODI Package with Variables and User Functions ...................................................... 14-14

Chapter 12

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


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Practices for Lesson 12:


Designing Interfaces:
Advanced Topics 2

Practices Overview
In Practice 12-1, you use a temporary ODI interface for data transformation. In Practice 12-2,
you duplicate an existing knowledge module and modify the duplicate knowledge module to use
with an interface.

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Practices for Lesson 12: Overview

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 2

Use Case Scenario:


John created interfaces to load data in the target models from different sources and performed
data transformation and filtering, and implemented a lookup to fetch additional information for
the data loading in the target. John also created an interface with multiple data sets to add in a
bulk feed of customer data from another system.
Now, John needs to create a temporary interface, which is used for loading data to a sales
target datastore.

Background:
In this practice, you perform the following steps:
1. Create a temporary interface, INT_12-1.

2.

Use datastores SRC_ORDERS and SRC_ORDER_LINES from the HSQL_SRC model,


joined on ORDER_ID.

Use SRC_CUSTOMER as a lookup table.

Create a temporary target table, TEMP_AGG_ORDERS.

Aggregate some of its columns by using the MIN, MAX, and AVG functions.
Create interface INT_12-1-2

3.

Use the temporary interface INT_12-1 as a source.

Use the datastore TRG_SALES as the target.


Execute INT_12-1-2 and examine the rows inserted into TRG_SALES.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


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Practice 12-1: Using Temporary ODI Interfaces

1.

Develop an ODI Temporary interface.


a. If not connected, connect to the DEV_ODI_REPO Work Repository (User:
SUPERVISOR, Password: SUNOPSIS). Click the Designer tab.

b.

In the Projects tab, expand: HandsOnLoads > HandsOn. Right-click Interfaces, and
then select New Interface. Name the new interface INT_12-1. In the Optimization
Context field, select Development. For Staging Area, select Hypersonic SQL:
HSQL_DEMO_SRC. Click the Mapping tab.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


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Your Tasks:

Open the Models tab. Expand the HSQL_SRC model, and drag SRC_ORDERS and
SRC_ORDER_LINES datastores from the model to the Source area.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 5

Drag the ORDER_ID column from the SRC_ORDERS datastore to the


SRC_ORDER_LINES datastore to create a Join.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 6

Click the Lookup icon to start the Lookup Wizard


. Ensure that your Driving table is
SRC_ORDERS. Select the Lookup table, SRC_CUSTOMER, in the HSQL_SRC
model. For the Lookup table, edit the Alias to read: LKUP_SRC_CUSTOMER as
shown in the following screen. Click Next.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 7

Select the CUST_ID column in the Source table and the CUSTID column in the Lookup
table, as shown in the screen, and then click Join. Click Finish.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 8

Now, you need to create a temporary target datastore. Drag the column CUST_ID from
the SRC_ORDERS table to the Target area. Click <Temporary Target DataStore>. In
the Temporary Target Properties, enter Name: TEMP_AGG_ORDERS, as shown in
the following screen:

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 9

Drag the column ORDER_ID from SRC_ORDERS to the Target area. Then click this
SRC_ORDERS column in the target data store. In the Mapping Properties panel at the
bottom of the window, edit the Implementation tab to read:
MIN(SRC_ORDERS.ORDER_ID). Scroll down to the Target Column Properties section
and rename this column to FIRST_ORDER_ID. Scroll back up the Property Inspector
and examine your results thus far.

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Chapter 12 - Page 11

Again, drag the column Order_ID from SRC_ORDERS to the Target area. In the
Mapping Properties panel at the bottom of the window, edit the Implementation tab to
read: MAX(SRC_ORDERS.ORDER_ID). Scroll down and rename this column
LAST_ORDER_ID.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 12

Drag the column ORDER_DATE from SRC_ORDERS to the Target area. In the
Mapping Properties panel at the bottom of the window, edit the Implementation tab to
read: MIN(SRC_ORDERS.ORDER_DATE). Scroll down and rename this column
FIRST_ORDER_DATE.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 13

Similarly, drag the column ORDER_DATE again from SRC_ORDERS to the Target
area. Edit the mapping properties to read MAX(SRC_ORDERS. ORDER_DATE). Scroll
down and rename this column LAST_ORDER_DATE.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 14

In the Source area, expand the lookup datastore by clicking the plus sign in the upper
left corner of the lookup datastore, and then stretching the datastore longer until you
see all of its columns. Drag the FIRST_NAME column from the lookup table to the
Target area. In the Target area, click the FIRST_NAME column. Start the Expression
editor
, and then drag the LAST_NAME column from the left panel of the
Expression Editor to the expression area.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 17

LKUP_SRC_CUSTOMER.LAST_NAME, as shown next. Click OK. Click the


button to
validate the expression. An ODI Information message indicates that the SQL
expression is valid. Click OK.

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m. Edit the expression to read LKUP_SRC_CUSTOMER.FIRST_NAME || ||

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 18

Scroll down, and in the Target Column Properties, rename this column CUST_NAME.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 19

Drag the column QTY from the SRC_ORDER_LINES source datastore to the Target
area. Edit the mapping expression to read SUM(SRC_ORDER_LINES.QTY).

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 20

Drag the column AMOUNT from the SRC_ORDER_LINES source datastore to the
Target area. Edit the mapping expression to read AVG(SRC_ORDER_LINES.AMOUNT).
In the Target Column Properties, rename this column AVG_AMOUNT.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 21

Drag the column AMOUNT again from the SRC_ORDER_LINES source datastore to
the Target area. Edit the mapping expression to read
SUM(SRC_ORDER_LINES.AMOUNT). Rename this column SUM_AMOUNT.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 22

Drag the column PRODUCT_ID from the SRC_ORDER_LINES source datastore to


the Target area.

s.

In the Target datastore, click the SUM_AMOUNT column. In the Execute on section,
select Staging Area. Repeat this step for the six other target columns in which you
defined a function in the mapping expression. Refer to the following table to verify the
execution location. Your Target datastore should now look as shown in the screen.
Click the Flow tab.
Column

Execution Location

SUM_AMOUNT

Staging Area

AVG_AMOUNT

Staging Area

CUST_ID

Source

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Source

FIRST_ORDER_DATE

Staging Area

FIRST_ORDER_ID

Staging Area

LAST_ORDER_DATE

Staging Area

LAST_ORDER_ID

Staging Area

PRODUCT_ID

Source

QTY

Staging Area

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 24

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CUST_NAME

Verify the flow, and then save your temporary interface. Verify that your temporary
interface appeared in the tree view. Close your interface tab.
Note the yellow color of your newly created temporary interface in the Designer
Navigators Projects tree view.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 25

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Create a new interface, which uses the newly created temporary interface as a source.
a. In the HandsOnLoads project, create a new ODI interface, INT_12-1-2, as shown
next. In the Optimization Context field, select Development. Open the Mapping tab.

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2.

Drag the temporary interface, INT_12-1, from the Projects tab to the Source area.

c.

From the Models tab, drag the datastore TRG_SALES from the Oracle Sales
Application model to the Target Datastore area. Click Yes to perform automatic
mapping. Note that only three of the nine columns were automatically mapped.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 27

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b.

In the Target Datastore, select the FIRST_ORD_DATE column. Drag the


FIRST_ORDER_DATE column from the temporary interface in the source area to the
Implementation tab in the Mapping Properties area.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 28

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d.

Repeat the previous two-step process to map the remaining target columns to their
corresponding columns in the temporary interface in the Source area. Use the following
table and results screen as your guide:
1. First click this column in the Target
Datastore TRG_SALES:

2. Then drag this column from the Source


area down to the Implementation tab:

FIRST_ORD_ID

FIRST_ORDER_ID

LAST_ORD_ID

LAST_ORDER_ID

LAST_ORD_DATE

LAST_ORDER_DATE

AMOUNT

SUM_AMOUNT

PROD_AVG_PRICE

AVG_AMOUNT

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 29

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In the Source panel, click INT_12-1 (TEMP_AGG_ORDERS), scroll down to the


Source Properties section, and then select the Use Temporary Interface as Derived
Table (Sub-Select) check box.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


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To view data derived from the temporary interface, right-click the temporary interface
and select Data. Close the Data Editor window.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 31

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 32

Select the Flow tab, click Target datastore, and verify the flow of your interface. In the
Target Properties, set the DELETE_ALL option to true. Save the interface, and then
close the interface tab.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 33

Execute the interface INT_12-1-2 and verify the execution results.


a. Execute the interface INT_12-1-2.

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Chapter 12 - Page 34

Open ODI Operator Navigator and verify that the interface INT_12-1-2 executed
successfully. Scroll down and open the task Integration - INT_12-1-2 - Insert new rows.
Verify the number of inserts.

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Chapter 12 - Page 35

In the Models tab in the Oracle Sales Application model, right-click the TRG_SALES
datastore, and select View Data. View the rows inserted in the target datastore.

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Chapter 12 - Page 37

Use Case Scenario:


To develop the integration project, John created the ODI project and the interface to export data
from a flat file and load this data into a relational table. Now, he decides to modify the existing
KM to create an audit table each time the interface runs.

Background:
After the interface is created and tested, you may need to create a new knowledge module to
use with the interface.
In this practice, you duplicate an existing knowledge module, IKM SQL Incremental Update,
naming the new knowledge module IKM Oracle UI - Audit. You add two commands to the
knowledge module, Create Audit Table and Insert Audit Records, by using command syntax
provided in text files.
Next, you duplicate an existing interface, INT-Exp-FF-RT, naming the new interface INT-EXPFF-RT-AUDIT. You change the new interfaces IKM selection to use the new knowledge module
you just created, IKM Oracle UI - Audit.
Finally, you execute interface INT-EXP-FF-RT and examine the audit records inserted into the
audit table created by your knowledge module.

Your Tasks:
1.

Create the new knowledge module with new functionality to create an audit table and insert
audit records.
a. If not connected, connect to the DEV_ODI_REPO Work Repository (User:
SUPERVISOR, Password: SUNOPSIS). Click the Designer tab.

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Practice 12-2: Developing a New Knowledge Module

Open ODI Designer and click the Projects tab. Select Projects > Export-FF-RT >
Knowledge Modules > Integration (IKM). Right-click IKM SQL Incremental Update
and select Duplicate Selection. In the window that follows, click Yes.

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b.

Double-click Copy of IKM SQL Incremental Update to edit it. Rename this KM IKM
Oracle UI Audit. Click the Details tab.
Note: If the message for Object Locking/Unlocking is displayed, click OK.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 40

On the Details screen, review the commands in the current KM. Select Insert new
rows and then click the Add

e.

icon to add the new command.

Name this command Create Audit Table. Select the Ignore Errors check box. In
the Command on Target tab, set the Technology to Oracle. Enter the following
command to create the audit table. Verify that the check boxes in the Journalizing
section are not selected. If necessary, deselect them.

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d.

create table <%=odiRef.getTable("L", "TARG_NAME", "A")%>_H


(
<%=odiRef.getColList("", "[COL_NAME]\t[DEST_CRE_DT]NULL",
",\n\t", "", "PK")%>,
AUDIT_DATE
DATE,
AUDIT_INDICATOR VARCHAR2(1)
)

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Note: You can find this command in the file 12-2.txt, provided in the following
location: c:\Labs\Text.

Click the Details tab. Scroll down and select the Create Audit Table command. Click
the
icon several times to move the command up and place it right after the Insert
new rows step, as shown below. Verify that the Ignore Errors check box is selected
for your new Create Audit Table command.
With the Create Audit Table command still selected, click the Add icon again
.

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f.

Similarly, create the command that inserts audit records in the audit table, as shown in
the screen. Name this command Insert Audit Records. Select the Ignore Errors
check box. In the Command on Target tab, set the Technology to Oracle. Enter the
command provided below.
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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 43

Insert into <%=odiRef.getTable("L", "TARG_NAME", "A")%>_H


(
<%=odiRef.getColList("", "[COL_NAME]", ",\n\t", "", "PK")%>,
AUDIT_DATE,
AUDIT_INDICATOR
)
select
<%=odiRef.getColList("", "[COL_NAME]", ",\n\t", "",
"PK")%>,
sysdate,
IND_UPDATE
from <%=odiRef.getTable("L","INT_NAME","W")%>
Note: In these substitution methods, you use the following parameters:
GetTable:

L: Local naming convention. For example, in Oracle that would be


schema.table (versus R for remote: schema.table@server).

A: Automatic. It enables ODI to determine which physical schema to use (the


Data schema [D] or the Staging schema [W]).

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Note: You can find this command in the file 12-2.txt, provided in the following
location: c:\Labs\Text.

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getColList:

Notice the PK parameter. If it is used, only the columns that are part of the
primary key are included.
`

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 45

Click the Details tab. Scroll down and select the Insert Audit Records command.
Click the
icon several times to move the command up and place it right after the
Create Audit Table step, as shown in the next screen. Click Save, and then close
the tab.

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g.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 46

2.

After clicking Save, verify that your new knowledge module, IKM Oracle UI Audit,
appears in the Knowledge Modules tree.

You will create a modified copy of the interface INT-EXP-FF-RT, to execute with your newly
created knowledge module. You will need to duplicate the existing interface, rename it, and
then change the IKM entry to use your new IKM Oracle UI-Audit.
a. On the Projects tab, right-click the interface INT-EXP-FF-RT and select Duplicate
Selection. Click Yes on the Confirmation screen.

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h.

Double-click the interface Copy of INT-EXP-FF-RT. Change the name of the interface
to INT-EXP-FF-RT-Audit, as shown in the screenshot. Click the Flow tab.

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b.

On the Flow tab, click Target (ODI_STAGE) in the diagram to open the Target Area
Property Inspector below the diagram. In the IKM Selector drop box, select IKM Oracle
UI - Audit. Ensure that in the Options list, FLOW_CONTROL and STATIC_CONTROL
options are set to false, as shown in the screenshot. Click the Save button, and then
close the tab.

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To execute your new interface, select the interface and click the Execute button
Click OK. Click OK again in the Information window to start the execution.

Click the Operator tab to open ODI Operator. Click to open the All Executions node. If
necessary, click the Refresh icon
session steps.

, find your new interface session, and view the

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d.

Scroll down and double-click the Create Audit Table step. View the content of the
Definition and Code tabs for this step. Close the tab.

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Chapter 12 - Page 52

Similarly, view the Insert Audit Records step information. Refer to the following
screens. Click Close.

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Chapter 12 - Page 53

Open Oracle SQL Developer and expand the ODI_STAGE connection (for the
password, enter ODI_STAGE). Select the Tables (Filtered) node and if necessary click
the Refresh button
. Click the Audit table TRG_SALES_PERSON_H, click the
Data tab, and verify that your Audit table was created and populated with audit records,
as shown next.

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g.

In addition, you create an option for your new knowledge module to make your KM more
user friendly. This option will enable an end user to choose when to generate audits.
a. In Designer, click the Projects tab, right-click IKM Oracle UI Audit, and select New
Option. Name this option AUDIT_CHANGES, set Type to Check Box, and Default
Value to true. Click Save and close the AUDIT_CHANGES option tab.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 55

Now, you need to link this option to your steps in the KM. Double-click IKM Oracle UI Audit, and click the Details tab. Double-click your new step, Create Audit Table, to
edit it. Scroll to the bottom and click the Options plus sign [+] to show its contents.

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Chapter 12 - Page 57

Deselect the Always Execute check box. Select AUDIT_CHANGES. This will
condition the execution of these steps with the value set by the end user. Click Save.
Click the Details tab.

d.

Repeat the previous step for the Insert Audit Records command, as shown in the
following screens. Click Save to save your KM and close the tab.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 59

Double-click INT-Exp-FF-RT-Audit to edit it. Click the Flow tab, click Target
(ODI_STAGE), and verify that the option AUDIT_CHANGES is set to true.
Execute the interface

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 60

If not opened, open ODI Operator, select All Executions, and then click the Refresh
button and view the execution results. Both Create Audit Table and Insert Audit
Records steps should be present.

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Practices for Lesson 12: Designing Interfaces: Advanced Topics 2


Chapter 12 - Page 61

In Designer, edit the INT-Exp-FF-RT-Audit interface again. In the Flow tab, click
Target (ODI_STAGE) and set the option AUDIT_CHANGES to false. Save your
interface and then execute your interface again

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Chapter 12 - Page 63

In ODI Operator, click the Refresh button and view the execution results. The new KM
steps to create and populate an audit table are not executed.

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Chapter 13

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Practices for Lesson 13: Using ODI Procedures

Chapter 13 - Page 1

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Practices for Lesson 13:


Using ODI Procedures

Practices Overview
In this practice, you define an ODI procedure to create a relational table and populate it with
data.

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Practices for Lesson 13: Overview

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Practices for Lesson 13: Using ODI Procedures


Chapter 13 - Page 2

Use Case Scenario:


John created the new ODI project and an interface to perform the transformations described in
the previous practices. Now, he needs to modify his project by adding an ODI procedure to
create a relational table and populate it with data.

Background:
A common task that is performed by using ODI is creating and populating a relational table. This
practice walks you through the steps that are needed to create a project and a procedure that
will create and populate a relational table with data. You also execute the procedure and verify
the execution within ODI Operator.
In this practice, you use the same RDBMS schema, ODI dataserver, and ODI physical schema
all named ODI_STAGEwhich you created in Practice 10-1.
You create the project Procedure-CRT-TBL, and you create the procedure PRD-createpopulate-table.
Next, you add commands to drop, create, and populate a table, by using the syntax provided in
text files.
Finally, you execute the procedure and verify that the table was created and populated with
records.
1. Create the project Procedure-CRT-TBL.
2. Create the procedure PRD-create-populate-table.
3. Add commands to drop, create, and populate a table.

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Practices for Lesson 13: Using ODI Procedures


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Practice 13-1: Creating an ODI Procedure

1.

Create the new project in ODI Designer.


a. Switch to the Designer Navigator. Click the Designer tab. Select the Projects tab, click
the New Project

b.

icon, and select New Project.

Enter the name of the project: Procedure-CRT-TBL. Click the Save button to create
the project and close the tab. The project appears in the tree view. Expand the
Procedure-CRT-TBL project node.

Note: In this practice, you use the same RDBMS schema, ODI data server, and physical
schema named ODI_STAGE that you created in Practice10-1. If you have not performed
Practice 10-1, complete Practice 10-1, steps 5 and 7 to create the RDBMS schema, the
ODI source data server, and the physical schema for your new RDBMS model.

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Practices for Lesson 13: Using ODI Procedures


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Your Tasks:

Open the ODI Topology Navigator, select Physical Architecture. Expand


Technologies > Oracle > ODI _STAGE. Verify that you have the physical schema
ODI_STAGE created under ODI_STAGE data server.

d.

Open ODI Designer. In the Projects tab, select Procedure-CRT-TBL > First Folder.
Right-click Procedures and select New Procedure.

e.

Enter the procedure name as PRD-create-populate-table. Set Target


Technology to Oracle. Click the Details tab. Click the icon
procedure.

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Practices for Lesson 13: Using ODI Procedures


Chapter 13 - Page 5

to add a step in the

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c.

In the command window, enter the parameters of the procedure and the command on
the target provided in the following table. You need this command to drop the table in
case a table with this name exists. Select the Ignore Errors check box.
Parameter

Value

Name

Drop Table

Technology

Oracle

Schema

ODI_STAGE

Ignore Errors

Selected

DROP table ODI_STAGE.SRC_SALES_PERSON

g.

Click the Details tab, and then click the icon


to add another step in the procedure.
In the command screen, if not selected, click the Command on Target tab. Enter the
parameters of the procedure and the command provided below.

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Practices for Lesson 13: Using ODI Procedures


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f.

Parameter

Value

Name

Create Table

Technology

Oracle

Schema

ODI_STAGE

Ignore Errors

Unchecked

CREATE table "SRC_SALES_PERSON" (


"SALES_PERSON_ID" NUMBER(8,0) NOT NULL,
"FIRST_NAME" VARCHAR2(80),
"LAST_NAME" VARCHAR2(80),
"DATE_HIRED" VARCHAR2(80),
"DATE_UPDATED" DATE NOT NULL,
constraint "SRC_SALES_PERSON_PK" primary
key("SALES_PERSON_ID")
)

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Note: You can copy this command from the 13-1.txt file, which is provided in your
Lab folder in the following location: c:\Labs\Text.

Click the Details tab. Click the icon


SRC_SALES_PERSON table.

to enter the step to populate the

In the command screen, click the Command on Target tab. Enter the parameters and
the command shown below. Click the Details tab to view your steps.
Note: You can copy this command from the file 13-1.txt, which is provided at the
following location: c:\Labs\ Text.
i.

Parameter

Value

Name

Populate Table

Technology

Oracle

Schema

ODI_STAGE

Ignore Errors

Deselected

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begin
insert into ODI_STAGE.SRC_SALES_PERSON values
(11,'Andrew','Andersen','22/02/1999',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(12,'John','Galagers','20/04/2000',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(13,'Jeffrey','Jeferson','32422',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(20,'Jennie','Daumesnil','28/02/1988',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(21,'Steve','Barrot','24/09/1992',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(22,'Mary','Carlin','14/03/1995',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(30,'Paul','Moore','36467',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(31,'Paul','Edwood','18/03/2003',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(32,'Megan','Keegan','29/05/2001',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(40,'Rodolph','Bauman','29/05/2000',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(41,'Stanley','Fischer','37233',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(42,'Brian','Schmidt','25/08/1992',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(50,'Anish','Ishimoto','30/01/1992',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(51,'Cynthia','Nagata','28/02/1994',sysdate);
insert into ODI_STAGE.SRC_SALES_PERSON values
(52,'William','Kudo','28/03/1993',sysdate);
end;

2.

Select the Details tab and note the three steps. Click Save and close the tab.

Execute your newly created procedure and verify the results.


a. Expand Procedure-CRT-TBL > Procedures, select the newly created procedure
PRD-create-populate-table, and then click the Execution button to run the procedure
. Click OK. Click OK again.

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j.

Open ODI Operator. In ODI Operator, click the All Executions node, click the Refresh
icon, find your session, and verify that your procedure executed successfully.

c.

Open Oracle SQL Developer and expand the ODI_STAGE connection. Select the
Tables node and click the Refresh button
. Double-click the newly created table
SRC_SALES_PERSON, click the Data tab, and verify that your table
SRC_SALES_PERSON was successfully created and populated with records as
shown in the following screenshot.

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b.

Additionally, you create an option to delete rows from the target audit table, which you
created in Practice 12-2. To delete rows, you add a command that uses the value of the
option in the code. If the value of this option is set to Y, the command to delete records
will be executed.
a. Right-click your procedure and select New Option. Name this option
DELETE_AUDIT_RECORDS, and set Type to Value. Add the description as shown on
the screen. Set the default value of this option to Y (no quotes). Click the Save icon.

4.

Open your procedure, PRD-create-populate-table, and then click the Details tab. Click the
Add icon to add a new command.

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3.

6.

Add the new command on Target to delete records in the audit table
TRG_SALES_PERSON_H. Set the parameters as shown in the following table.
Note: You can copy this command from the file 13-1.txt, which is provided at the
following location: c:\Labs\Text.
Parameter

Value

Name

DELETE AUDIT RECORDS

Technology

Oracle

Schema

ODI_STAGE

Ignore Errors

Checked

Click the Options tab and verify that the value of your newly created option is set to Y.
Click the Save icon.
Note: To view the inputs in the Options tab, you must click the Refresh button.

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5.

Execute your procedure. In Operator, verify that the procedure executed successfully.

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Chapter 13 - Page 14

Open SQL Developer and expand ODI_STAGE > Tables (Filtered). Open the Audit table
TRG_SALES_PERSON_H, click the Data tab, and verify that the rows were deleted from
the Audit table.

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Chapter 14

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Practices for Lesson 14:


Using ODI Packages

Practices Overview
In Practice 14-1, you create an ODI procedure and package to execute the sequence of
transformations for the Interfaces created in previous practices. In Practice 14-2, you modify a
package to use it with a variable and a user function that you define.

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Practices for Lesson 14: Overview

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Chapter 14 - Page 2

Use Case Scenario:


While working on his data integration projects, John created the ODI project and a number of
interfaces for ELT processing. Now, he decides to build a procedure for handling repetitive
operations and a package to use this procedure and the interfaces.

Background:
A common task that is performed by using ODI is creating a package that executes a number of
objects (Interfaces, Procedures) in the flow. In this practice, you create an ODI procedure and
package to execute the sequence of transformations with the interfaces created in the previous
practices.
In this practice, you create a procedure, DELETE_TARGET, for deleting records from the
TRG_SALES, TRG_CUSTOMER, TRG_CITY, TRG_REGION, and TRG_COUNTRY tables.
Then, you create and execute a package, PKG_14-1. This package runs your new procedure,
and then runs four interfaces you defined earlier in Lessons 8 and 9, which will use these same
tables as targets:
The DELETE_TARGET procedure
Practice 8-1 interface
Practice 8-2 interface
Practice 8-3 interface
Practice 9-1 interface
Finally, you run this package and review its execution in ODI Operator.

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Practice 14-1: Creating an ODI Package

1.

Create a DELETE_TARGET procedure that deletes the data in the TRG_SALES,


TRG_CUSTOMER, TRG_CITY, TRG_REGION, and TRG_COUNTRY tables in the
ORACLE_LOCAL_SALES logical schema.
a. If not open, log in to DEV_ODI_REPO and enter SUPERVISOR for the username and
SUNOPSIS for the password.

b.

In the Designer tab, click the Projects tab, and then select the Procedures node from
the HandsOnLoads > HandsOn folder. Right-click the Procedures node and select the
New Procedure option.

c.

Enter DELETE_TARGET in the Name field, and select Oracle as the Target
Technology. Click the Details tab, and then click the Add icon

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Your Tasks:

In the Name Field, enter DELETE TRG_SALES. In the Schema field, select
ORACLE_ORCL_LOCAL_SALES. In the Context field, select Development. In the
Command field, enter the following code:
DELETE FROM <%=odiRef.getObjectName("L", "TRG_SALES",
"ORACLE_ORCL_LOCAL_SALES", "", "D") %>
This method returns the table name with run time-dependent information, such as the
Oracle schema name that may vary depending on the context and topology. Select the
Ignore Errors check box. Select the Details tab.

e.

Click the Add icon. In the Name Field, enter DELETE TRG_CUSTOMER. In the Schema
field, select ORACLE_ORCL_LOCAL_SALES. In the Context field, select
Development.
In the Command field, enter the following code:
DELETE FROM <%=odiRef.getObjectName("L", "TRG_CUSTOMER",
"ORACLE_ORCL_LOCAL_SALES", "", "D") %>
This method returns the table name with run time-dependent information, such as the
Oracle schema name that may vary depending on the context and topology. Select the
Ignore Errors check box. Select the Details tab

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d.

Repeat the two previous steps to create the commands DELETE TRG_CITY, DELETE
TRG_REGION, and DELETE TRG_COUNTRY, which delete the tables TRG_CITY,
TRG_REGION, and TRG_COUNTRY, respectively, as shown in the following screen.
Note: To enter the commands, you may refer to the file 14-1.txt provided at the
following location: c:\Labs\Text.

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f.

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Practices for Lesson 14: Using ODI Packages

Chapter 14 - Page 7

2.

Open the Details tab to view the commands. Click the Save button, and then close the
procedure tab.

Create a package, PKG_14-1, that runs:


The DELETE_TARGET procedure

The INT_8-1 interface


The INT_8-2 interface
The INT_8-3 interface

The INT_9-1 interface


Note: These interfaces were created in Practice 8-1 and Practice 9-1.
a. In the Projects tab of the Designer Navigator, expand the HandsOnLoads > HandsOn
folder. Right-click the Packages node and select the New Package option.

b.

Enter PKG_14-1 in the Name field, and then click the Diagram tab. In the Designer
navigator tree view, expand the Interfaces node and Procedures node. Select the
DELETE_TARGET procedure from the tree view, and then drag it to the diagram
workbench. A DELETE_TARGET step appears in the package.

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g.

Repeat the operation for the INT_8-1, INT_8-2, INT_8-3, and INT_9-1 interfaces. The
package should appear as follows.

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c.

Rename your steps with the names of the tables loaded by the step. In the Diagram
window, click the step for the DELETE_TARGET procedure. Edit the Step name:
DELETE TARGET TABLES, as shown in the following screenshot. In the diagram,
click the empty space. The step is now renamed Delete Target Tables.

e.

Similarly edit the names of the other steps in the diagram, as follows:
Rename INT_8-1 as Countries, INT_8-2 as Regions, INT_8-3 as Cities, and INT_9-1
as Customers.

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d.

Click the Step After Success tool icon


on the Package toolbar. Click the Delete
Target Tables step. Press and hold the left mouse button and move the cursor over
the Countries step. Then release the mouse button. A green arrow appears between
these steps.

g.

Click the Countries step. Press and hold the left mouse button and move the cursor
over the Regions step. Then, release the mouse button. A green arrow appears
between these steps. Repeat this operation to link the steps in the correct order:
Countries > Regions > Cities > Customers, as follows.

h.

Click the Save button to save this package.

Run this package and review its execution in ODI Operator.


a.

Click the Execute package button


to run this package. Click OK in the Execution
window that appears, and then click OK again.

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3.

f.

In the Operator Navigator, click the Refresh icon. In the session list, expand the All
Executions node. The session called PKG_14-1 should appear as complete. You can
expand the nodes in the session to see the steps and tasks corresponding to your
procedure commands and the interfaces that have been executed.

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b.

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c.
Close the PKG_14-1 tab.

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Practices for Lesson 14: Using ODI Packages

Chapter 14 - Page 13

Use Case Scenario:


John needs to add more complexity to the workflow by creating a user function for mapping the
values. This function will convert the values (0, 1, 2) to (Mr, Mrs, Ms). He also needs to
create a variable DELETION_FLAG for counting the number of lines in TRG_CUSTOMER and to
have the Delete Target step running only if DELETION_FLAG is greater than 0.

Background:
A common task that is performed by using ODI is using user functions and variables to add
more complexity to your workflows and mappings. This practice will explain how to use
variables, user functions, and the more advanced features in the packages.
1. In the HandsOnLoads project, define a user function group named Conversion,
containing a user function named DearConvert.
2. Use this function in the interface INT_9-1 to convert the values (0, 1, 2) to (Mr, Mrs,
Ms).
3. In ODI Designer, create a numeric variable DELETION_FLAG that counts the number of
lines in TRG_CUSTOMER.
4. Duplicate the PKG_14-1 package, naming the new package PKG_14-2.
5. Have the DELETE_TARGET procedure run only if the DELETION_FLAG variable is greater
than 0.

Your Tasks:
1.

Create a user function called DearConvert in a new user function group called
Conversion. This function converts the values (0, 1, 2) to (Mr, Mrs, Ms). Implement
this function for Oracle as linked technology with a CASE WHEN expression.
Note: Remember to use the dollar sign ($) when using the parameters.

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Practice 14-2: Using ODI Package with Variables and User Functions

Select the User Functions node in the HandsOnLoads project. Right-click this node
and select New User Function.

b.

Enter DearConvert in the Name field, enter Conversion in the Group field, and enter
the following in the Description field:
Converts the values (0, 1, 2) to (Mr, Mrs, Ms). In the Syntax
field, enter: DearConvert($1)
Note: $1 is the parameter name you use in the decision case structure shown in the
following screenshot.
Click the Implementations tab, and then click the Add button.

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a.

In the Implementation window, select Hypersonic SQL from the list of Linked
Technologies. Verify that Oracle technology is also selected. Enter the following code
in the Implementation syntax field. Click OK to save this implementation. Click the
Save icon, and then close the DearConvert user function tab.
Note
In Locking/Unlocking Object windows that may appear, click Yes.

To enter the commands, you may refer to the file 14-2.txt provided at the
following location: c:\Labs\Text.

CASE WHEN $1 = '0' THEN 'Mr' WHEN $1 = '1' THEN 'Mrs'


WHEN $1 = '2' THEN 'Ms' ELSE NULL END

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c.

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Chapter 14 - Page 17

You use this function in the interface INT_9-1 to convert the source DEAR column into the
target DEAR column.
a. In the Projects tree view, expand Interfaces. Double-click the interface INT_9-1 to open
it. In the Locking window, click Yes. Click the Mapping tab.

b.

In the Target datastore, select the Dear column. Edit the implementation in the
Properties panel to have the following code:

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2.

3.

Run the INT_9-1 interface and review the conversion result.


a. In the interface window, click the Execute button. In the Execution window, select
Development context, and then click OK. Click OK when the Session started
message appears. Close the INT_9-1 editing tab.

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DearConvert(SRC_CUSTOMER.DEAR). Scroll down to select the Staging Area


option from the Execute on panel. Click the Save button to save the interface.

Click the Operator tab. Select All Executions, and then click Refresh. Expand the All
Executions node. The session called INT_9-1 should appear as complete. Note that
the steps you see may not be identical to those shown below.

c.

In the Mapping tab, right-click the Target datastore and select Data. Verify that the
column DEAR was populated with Mr as shown below.

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b.

Create a numeric variable called DELETION_FLAG that counts the number of lines in
TRG_CUSTOMER.

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4.

In the Designer, open the Projects tab, and select the Variables node in the
HandsOnLoads project. Right-click this node and then select New Variable.

b.

Enter DELETION_FLAG in the Name field, select Numeric as the Datatype, and enter
0 in the Default Value field. In the Keep History field, select All Values to enable
viewing the history of all values for this variable.

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a.

Click the Refreshing tab. Select ORACLE_ORCL_LOCAL_SALES as the schema, and in


the Select Query field, enter the following expression. Click the Save button to save the
variable. Close the DELETION_FLAG variable tab.
Note: To enter commands, refer to the file 14-2.txt provided at the following
location: c:\Labs\Text.
SELECT COUNT(*) FROM <%=odiRef.getObjectName("L", "TRG_CUSTOMER",
"ORACLE_ORCL_LOCAL_SALES", "", "D") %>

5.

Modify a package to have the Delete Target step running only if DELETION_FLAG is
greater than 0.
a. Duplicate the PKG_14-1 package. Open the package Copy of PKG_14-1 and rename
it PKG_14-2.

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c.

Select the Diagram tab. In the project tree, expand the Variables node. Drag the
DELETION_FLAG variable from the tree view to the diagram. Click the
Deletion_FLAG step in the diagram. In the Properties > General tab beneath the
diagram, rename this step Refresh Customer Count. Ensure that the Type field is
set to the Refresh variable.
Note: You need to click the step in the diagram to view the new step name.

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b.

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Chapter 14 - Page 25

Drag the DELETION_FLAG variable from the tree view to the diagram again. Rename
this step Flag > 0?, change the Type to Evaluate Variable. In the Operator field,
select > as the operator, and enter 0 in the Value field.

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c.

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Practices for Lesson 14: Using ODI Packages


Chapter 14 - Page 26

Right-click the Refresh Customer Count step and select First Step. Click the
Next step on success tool
on the Package toolbar, and link the step Refresh
Customer Count to the step Flag >0? Using the same tool, link the step Flag >
0? to the step Delete Target tables. Click the Next step on failure tool
on
the Package toolbar, and link the step Flag > 0? to the Countries step, as shown
below. Click Save to save the package. Close the tab.

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d.

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Practices for Lesson 14: Using ODI Packages


Chapter 14 - Page 27

Run the new package and check if the Delete Target Tables step was executed.
a. Right-click the package PKG_14-2, and then select Execute. Click OK in the
Execution window, and then click OK when the Session started message appears.

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6.

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Practices for Lesson 14: Using ODI Packages


Chapter 14 - Page 28

In the Operator, verify that the latest session called PKG_14-2 appears as complete,
with a Delete Target Tables step executed.

c.

Open the Designer tab. Open the package PKG_14-2 again, and then select the
Diagram tab. To delete records from the target tables, select the Delete Target Tables
step, right-click, and select Execute Step. Click OK in the Execution window, and then
click OK when the Session started message appears.

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b.

In the Operator, verify that the latest session called PKG_14-2 appears as complete,
with a Delete Target Tables step executed.

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d.

Now, with records from the target tables having been deleted, execute the entire
package PKG_14-2 again. Click OK in the Execution window, and then click OK when
the Session started message appears.

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e.

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Chapter 14 - Page 31

Open the Operator and expand the latest session called INT_14-2. Verify that the
Delete Target Tables step is no longer executed.
Note: Because the Customers tables were emptied by the execution of the Delete
Target Tables step, the value of variable Flag >0? changes when refreshed, to
false, and the Delete Target Tables step is no longer executed. Close the
PKG_14-2 tab.

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Chapter 15

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Practices for Lesson 15: Managing ODI Scenarios


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Practices for Lesson 15:


Managing ODI Scenarios

Practices Overview
In this practice, you create an ODI scenario and schedule its execution with an ODI agent in
scheduling mode.

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Practices for Lesson 15: Overview

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Use Case Scenario:


Earlier, John created the ODI procedure to create a relational table and populate it with data.
Now John needs to create an ODI scenario and schedule its execution.

Background:
A common task that is performed by using ODI is to create an ODI scenario and schedule its
execution. You already developed the ODI procedure that creates a relational table and
populates the relational table with data.
In this practice, you learn how to create and schedule an ODI scenario to run the procedure you
created in Practice 12-1.
First, in the Designer Navigators Projects tab, you generate a scenario for the PRD-createpopulate-table procedure.
Then, in Topology Navigator, you verify connection to ODI Agent.
Next, in Designer Navigator, you schedule the scenario with ODI Agent.
You switch back to Topology Navigator to review the scheduling of the agent.
Finally, in Operator Navigator, after the scheduled scenario execution time, you verify that the
scenario has executed.

Your Tasks:
1.

Create a new scenario with Oracle Data Integrator.


a. If not connected, connect to the Work Repository WORKREP. Select DEV_ODI_REPO
from the Login Name drop-down list. Enter SUPERVISOR in the User field and
SUNOPSIS in the Password field. Click OK to log in.
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Practice 15-1: Creating and Scheduling an ODI Scenario

In ODI Designer, click the Projects tab. On the Projects tab, expand the project:
Procedure-CRT-TBL > First Folder > Procedures. Right-click the PRD-createpopulate-table procedure and select Generate Scenario.

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b.

Accept the default scenario name PRD_CREATE_POPULATE_TABLE. The version is


set to 001. Click OK.

d.

Expand the PRD-create-populate-table procedure and expand Scenarios. Right-click


the PRD_CREATE_POPULATE_TABLE scenario to view the possible options, as
shown in the following screenshot.
Note: The scenario has now been successfully created. You can now execute the
scenario directly, use the scenario within a package, or schedule the scenario within
ODI.

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c.

Now, you need to schedule an ODI scenario with ODI Agent. To schedule the scenario,
perform the following steps:
a. In Topology Navigator, verify connection to ODI agent, as shown in the following
screen.
Note: If ODI Agent is not set up and running, you must perform the steps specified in
Practice 3-1 before continuing.

b.

Expand the PRD-create-populate-table procedure. Expand Scenarios >


PRD_CREATE_POPULATE_TABLE Version 001. Right-click Scheduling and select
New Scheduling.

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Note: To schedule a scenario, an ODI Agent must be set up. If an ODI Agent is not set
up within the ODI Topology Navigator, perform Practice 3-1, Setting Up and Installing
an ODI Agent.

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Chapter 15 - Page 7

On the screen that follows, select the agent where the scheduled scenario will run:
localagent. Set Context as Development and log level to 5. Set Execution to Simple
and click the
button. Set the execution time to approximately five minutes from the
current system time, as shown in the following screenshot. Click the Save button.

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Chapter 15 - Page 8

Expand Scheduling and verify that the DEVELOPMENT / localagent entry is now
inserted under Scheduling.

e.

Open Topology Navigator to review the scheduling of the Agent. In the Physical
architecture, expand the Agents node and double-click localagent. On the localagent
screen, click Update Schedule. On the screen that follows, click OK. Click OK again.

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d.

Click the View Schedule button. The screen that appears shows you the scheduling
information. Click OK to close the schedule. Close the tabs: Localagent tab and
Scenario Scheduling.

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f.

To verify the execution of the scheduled scenario, perform the following steps:
a. Click the Operator tab to open ODI Operator. In ODI Operator, click the Session List
tab. Wait until the scheduled execution time to view the execution results, and then
click the Refresh icon.

b.

Expand: Agent > localagent > PRD_CREATE_POPULATE_TABLE, and view the


execution results for the PRD-create-populate-table procedure. Note the execution
time of this scenario. That is the time that you scheduled with ODI Agent. You have
now successfully scheduled a scenario with an agent scheduler.

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Chapter 16

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Practices for Lesson 16: Using Load Plans

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Practices for Lesson 16:


Using Load Plans

Practices Overview
In this practice, you will use the load plan editor to create a simple load plan with a set of
parallel and serial steps.

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Practices for Lesson 16: Overview

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Chapter 16 - Page 2

Use Case Scenario:


Earlier, John created the ODI procedure to create a relational table and populate it with data. In
the last practice, John created an ODI scenario to run the procedure.
In this practice, John will use the load plan editor to create a simple load plan with a set of
parallel and serial steps.

Background:
When ODI is used to populate very large data warehouses, it is common to have thousands of
tables being populated by using hundreds of scenarios. The execution of these scenarios has to
be organized in such a way that the data throughput from the sources to the target is the most
efficient within the batch window. Load Plans help organize the execution of scenarios in a
hierarchy of sequential and parallel steps for these types of use cases.
Load Plans are objects that organize the execution of packages and scenarios at a high level.
Load Plans provide features for parallel, sequential, and conditional scenario execution,
restartability, and exception handling.
In this practice, you will use the load plan editor to create a very simple load plan with a set of
steps running in parallel, followed by a set of steps running sequentially.
First, define a load plan.
Then, add a node for independent steps to run in parallel. Create two procedures for loading
dimensions, and add them as steps to execute in parallel.
Next, add a node for interdependent steps to run in a specific sequence. Add several of your
previously defined objects as steps to run in the following order:
1. DELETE_TARGET procedure, which deletes records from the TRG_SALES,
TRG_CUSTOMER, TRG_CITY, TRG_REGION, and TRG_COUNTRY tables.
2. INT_8-1, which adds records to the TRG_COUNTRY table.
3. INT_8-2, which adds records to the TRG_REGION table.
4. INT_8-3, which adds records to the TRG_CITY table.
5. INT_9-1, which adds records to the TRG_CUSTOMER table.
Note: These five steps are the same set of operations you used in creating the PKG_14-1
package.

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Practice 16-1: Using Load Plans

1.

Create a simple load plan to execute two steps in parallel, and then five steps serially.
a. In the Designer Navigator, click the Load Plans and Scenarios tab. From the tabs
menu, select New Load Plan.

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Your Tasks

Enter Data Warehouse Load Plan in the Name field, and click the Steps tab.

c.

The load plan editor opens with the root step node. Click the Add Step button, and
select Parallel Step.

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b.

2.

The Parallel step node appears under the root step. You will define two new
procedures and place them under the parallel node so they will execute in parallel.
Note that the default restart type for parallel steps is Restart all children, and the restart
type for root_step is Restart from failure. Click Save to save your load plan.

Define two procedures to load PRODUCT and TIME dimensions, and add them to the load
plan Parallel step node.
a. In the Projects tab of the Designer navigator, expand the HandsOnLoads > HandsOn
folder. Right-click the Procedures node and select the New Procedure option.

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d.

Enter Load_PRODUCT_dimension in the name field. Do not enter any other


information, because this will be a nonfunctioning skeletal procedure that you create
solely for the purpose of seeing how load plans work. Later, when you execute the load
plan, this procedure will run, but do nothing. Click Save and close the
Load_PRODUCT_dimension editing tab.

c.

Repeat the previous step to create the Load_TIME_dimension procedure. Click


Save and close the Load_TIME_dimension editing tab.

d.

Return to the Data Warehouse Load Plan editor. With the Parallel step highlighted,
click the Add Step button and select Run Scenario Step.

e.

A load plan uses scenarios in its steps. You can select an existing scenario for a step,
or choose other objects (packages, interfaces, variables, and procedures), for which
ODI will automatically generate a scenario to run the step.
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b.

f.

In the Executable Object Type field, select Procedure. Select


Load_PRODUCT_dimension. Click OK.

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You now add the two procedures you just defined as steps under the Parallel node of
the load plan.
In the Add Run Scenario Step screen, click the Lookup Scenario button.

In the New Scenario window, accept the name LOAD_PRODUCT_DIMENSION as the


name of the scenario that ODI will create to run this procedure, and click OK.

h.

ODI returns to the Add Run Scenario Step window.


Note that LOAD_PRODUCT_DIMENSION is the name of the new scenario that ODI
will generate for the procedure, as well as the name for the step you are adding to the
load plan. Click Finish.

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g.

The first of your two parallel steps appears. Click the Parallel node of the Steps
Hierarchy, and click the Add Step button again. Select Run Scenario Step.

j.

Repeat steps d. through g. to add your other new procedure, Load_TIME_dimension,


to the Parallel node of the Steps Hierarchy. The result should look like the following
screenshot.

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i.

Add ODI objects to the load plan as serial steps. These are the same objects you used
earlier to create the PKG_14-1 package.
a. Click root_step in the Steps Hierarchy. Click the Add Step button and select Serial
Step.

b.

The Serial node appears in the Steps Hierarchy. With Serial node selected, Click the
Add Step button and select Run Scenario Step.

c.

In the Add Run Scenario Step window, click Lookup Scenario

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3.

Select Procedure as the executable object type. Select DELETE_TARGET. Click OK.
In the New Scenario window, accept the name DELETE_TARGET as the name of the
scenario that ODI will create to run this procedure, and click OK.

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d.

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Practices for Lesson 16: Using Load Plans


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ODI returns to the Add Run Scenario Step window. Click Finish.

f.

The first of your five serial steps appears. Click the Serial node of the Steps Hierarchy,
and click the Add Step button again. Select Run Scenario Step.

g.

Click Lookup Scenario

and select Interface.

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e.

You will add four interfaces to the Serial node: INT_8-1, INT_8-2, INT_8-3, INT_9-1.
First, select INT_8-1 and click OK. In the New Scenario window, accept the name
INT_8-1 as the name of the scenario that ODI will create to run this interface, and click
OK. ODI returns to the Add Run Scenario Step window. Click Finish.

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h.

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Practices for Lesson 16: Using Load Plans


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4.

Repeat steps f. through h. to add the remaining three interfaces: INT_8-2, INT_8-3,
and INT_9-1. Your results should look like the following screen. Note the default restart
values for the different types of steps. Click Save to save your load plan.

Now, execute the load plan and examine the list of executed steps in the Operator
Navigator.
a.

Click
to execute the Load plan. Click OK in the Start Load Plan window, and then
click OK when the Load Plan started message appears.

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i.

Open the Operator Navigator, click Refresh, and examine the results of executing the
load plan. The seven steps in the load plan appear as a grouping of seven executions.
For each load plan step, ODI generated a scenario for execution.
First, the procedures for loading the TIME and PRODUCT dimensions executed in
parallel. Then, the DELETE_TARGET procedure and the four interfaces executed in
the sequence you defined.

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Chapter 17

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Practices for Lesson 17: Managing ODI Versions


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Practices for Lesson 17:


Managing ODI Versions

Practices Overview
In this practice, you create multiple versions of individual ODI objects.

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Practices for Lesson 17: Overview

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Use Case Scenario:


In addition to the group of Interfaces created earlier, John needs to create a project and an
interface to export data from a flat file and load this data into a relational table. He also needs to
verify the quality of the data loaded in the table.

Background:
In the previous practices, you learned how to create ODI Interfaces, which transform data from
one or more relational tables in the source to a relational table in the target.
In this practice, you take an interface and create a first version of it, version 1.0.0.0. Next, you
change some details of the interfaces mapping and create a second version of the interface,
version 1.0.0.1.
Then you use the ODI Version Browser and Version Comparison tool to compare these two
versions of the interface and to detect the differences between them.
Finally, you generate a PDF report of the versions, and then restore the original version.
1. Create an interface.
2. Create a new version 1.0.0.0 of the interface.
3. Change the interface flow and create another version of the interface, version 1.0.0.1.
4. Use the Version Browser to compare versions of the interface and create a version
comparison report.

Note: Completing this practice is critical for all the following practice sessions.

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Practice 17-1: Working with ODI Versions

Login name: DEV_ODI_REPO


User: SUPERVISOR

Password: SUNOPSIS.

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Your Tasks:
1. Create a new Interface with Oracle Data Integrator.
a. If not connected, connect to the ODI Work Repository DEV_ODI_REPO. Log in with
the following details. Click OK.

In Designer navigator, click the Projects tab. Expand HandsOnLoads > HandsOn >
Interfaces, and select INT_9-1. Right-click this interface and select Duplicate
Selection. In the Confirmation window, click Yes.

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2.

Double-click Copy of INT_9-1. Name the new interface INT_17-1. Click Save to
save the interface. Close the INT_17-1 tab.

Create new versions of INT_17-1.


a. To create a new version of INT_17-1: Right-click INT_17-1 and select Version >
Create Version. On the screen that follows, view the suggested version number.
Leave this default number. Click OK.

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c.

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Double-click INT_17-1 to edit it. Click the Flow tab. On the flow tab, click Target
Datastore. Select the Distinct Rows check box. Click the Save button and close your
interface tab.

c.

To create another version of this modified Interface, right-click INT_17-1 and select
Version > Create Version.
On the screen that follows, note the previous (original) version of your interface.
Click the Hide/Unhide Previous Versions button
original version.

to hide and then reshow your

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b.

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Optionally, enter the description of the new version in the Description field. Click OK to
save your new version.

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Now, you explore your versions by using the Version Browser. Click ODI > Version
Browser. View your versions with all the necessary information.

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Compare the newly created version.


a. With Version Browser open, select both versions: (1.0.0.0) and (1.0.0.1) for interface
INT_17-1. Right-click the selected versions and select Compare.

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Practices for Lesson 17: Managing ODI Versions


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Select the two Modified filters and deselect all other check boxes. Now you have a
more compact view of your changes. Click the Print button.

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b.

On the Report generation screen, select the New objects check box. Click the
button to specify the PDF file location.

d.

Specify the PDF file location: C:\Documents and Settings\Administrator\My


Documents\. Name your report: Practice 17-1 Interfaces comparison. Click
Save. Your report will be saved in C:\Documents and Settings\Administrator\My
Documents\Practice 17-1 Interfaces comparison. Click Generate. Click Close.

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c.

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Practices for Lesson 17: Managing ODI Versions


Chapter 17 - Page 14

Use Windows Explorer to open the PDF file with your report. Scroll down to view the
report. Note the different values for Distinct Rows in the two versions of the interface.
Close the report.

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Practices for Lesson 17: Managing ODI Versions


Chapter 17 - Page 15

Restore the original version of your interface.


a. In the Version Browser, select INT_17-1 version 1.0.0.0, and click the Restore this
version

icon. Click Yes. Click OK. Close the Version Browser.

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4.

In the Designer Navigator, double-click the INT_17-1 interface. Click the Version tab.
View your current restored version: 1.0.0.0. Close the INT_17-1 editor.

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Practices for Lesson 17: Managing ODI Versions


Chapter 17 - Page 18

Chapter 18

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Practices for Lesson 18: Enforcing Data Quality with ODI


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Practices for Lesson 18:


Enforcing Data Quality with
ODI

Practices Overview
In this practice, you enforce data quality with an interface that you created in Practice 10-1, and
you perform error management.

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Practices for Lesson 18: Overview

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 2

Use Case Scenario


John is responsible for data loading, transformation, and validation. He created a project and an
interface to export data from a flat file and load this data into a relational table. Now John needs
to verify the quality of data loaded in the table.

Background
In the previous practices, you learned how to create ODI Interfaces, which transform data from
one or more relational tables in the source to a relational table in the target and to export data
from a flat file to a relational table. In this practice, you perform data quality control for the
interface created in Practice 10-1.
First, for a certain datastore, you verify that the primary key constraint is marked static, and two
columns are marked mandatory with static control.
You then create an interface by using that datastore as a target.
On the interfaces Flow tab, you set STATIC_CONTROL to True. On the Controls tab, you
ensure that the knowledge module is set to CKM SQL (a knowledge module that you will import)
and you set maximum allowed errors to 5.
For two columns in the target datastore, you select the Check Not Null check box so that control
errors are generated if these columns are not loaded.
You run the interface with Flow Control set to FALSE. You verify that there are control errors on
three records, and that the three records with errors were loaded into the target datastore.
Finally, you rerun the interface with Flow Control set to TRUE and verify that errors are excluded
from the target datastore.

Note: Completing this practice is critical for all the following practice sessions.

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Practices for Lesson 18: Enforcing Data Quality with ODI


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Practice 18-1: Enforcing Data Quality with ODI Interface

2.

Modify INT-Exp-FF-RT (created in Practice 10-1) to enable checking data quality in the
target table.
a. On the Projects tab, expand the Export-FF-RT project. Select Knowledge Modules >
Check (CKM). Right-click Check (CKM) and select Import Knowledge Modules.

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Your Tasks
1. If not connected, connect to the Work Repository, WORKREP. To connect, click Connect
To Repository. Select DEV_ODI_REPO from the Login Name drop-down list. Enter
SUPERVISOR in the User field and SUNOPSIS in the Password field. Click OK to login.

In the File import directory field, select CKM SQL and click OK. Close the Import
Report window. Verify that CKM SQL was successfully imported and is shown in the
tree view.

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b.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 5

On the Models tab, expand Oracle_RDBMS1 > TRG_SALES_PERSON >


Constraints, and then double-click TRG_SALES_PERSON_PK. Click the Controls
tab and verify that Static is selected.

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c.

In the model Oracle_RDBMS1, expand TRG_SALES_PERSON > Columns, doubleclick the column LAST_NAME, and then click the Controls tab. Select Static to
enable static control. Select the Mandatory check box. Click the Save button. Repeat
the same step to enable Static control and Mandatory for the DATE_HIRED column.
Save your changes and close the tabs.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 7

On the Projects tab, expand the Export-FF-RT project, and then duplicate the interface
INT-EXP-FF-RT. Open the copy of the interface and rename it as INT-EXP-FF-RTQuality, and then click the Mapping tab.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 8

Delete the filter for the column SALES_PERSON_ID, as shown in the following
screenshot, and then click the Flow tab.

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f.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 9

On the Flow tab, click Target (ODI_STAGE) to open the Options section. Set the static
control option to true. Click the Controls tab.

h.

On the Controls tab, ensure that your KM is set to CKM SQL. Set the maximum
number of errors allowed to 5. Leave the other options with the default values. Click
the Mapping tab.

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g.

In Target Datastore, select the LAST_NAME column, and then select the Check Not
Null check box. Repeat the same step for the DATE_HIRED column. Click the Save
button to save your changes.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 11

Execute your interface


. Click the Execution tab of the INT-EXP-FF-RT-QUALITY
editor to view the execution results showing three errors, as shown in the following
screenshot.
Note: You may need to click the Refresh

icon to view your last execution.

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j.

On the Models tab, right-click the TRG_SALES_PERSON target datastore and select
Control > Errors. View the records with errors as shown in the following screenshot:

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Practices for Lesson 18: Enforcing Data Quality with ODI


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k.

In Designer Navigator, right-click the TRG_SALES_PERSON datastore and select


View Data. Verify that the three rows with errors are still inserted in the target
datastore. Close the TRG_SALES_PERSON data tabs.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 14

Save your changes, and then execute the interface

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m. Click the INT-EXP-FF-RT-Quality tab. On the Interface screen, click the Flow tab.
Click Target (ODI_STAGE) to open the Options section. Set Flow Control to true.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 15

On the Models tab of Designer Navigator, right-click TRG_SALES_PERSON and


select View Data. Verify that the rows with errors are excluded from the data in the
target datastore. Close the tabs.

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n.

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Practices for Lesson 18: Enforcing Data Quality with ODI


Chapter 18 - Page 16

Chapter 19

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 1

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Practices for Lesson 19:


Working with Changed Data
Capture

Practices Overview
In this practice, you implement Changed Data Capture to detect changes in the source
environment.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 2

Use Case Scenario


As a database administrator, John is responsible for data loading, transformation, and
validation. He wants to be able to detect changes in his source environment. For that purpose,
he needs to implement Changed Data Capture in his data integration project.

Background
A common task that is performed by using ODI is to implement Changed Data Capture. In this
practice, students implement Changed Data Capture to detect changes in the source
environment for the interface that was created in Practice 8-1. You will capture data changes in
the SRC_CITY table in the Oracle Sales Application model. Then you modify the interface to
process changed records only.
In this practice, you perform changed data capture in an interface, using the JKM Oracle Simple
knowledge module.
First, you import this knowledge module and create a model by using this journalizing
knowledge module.
Then you create an interface by using the IKM Oracle Incremental Update knowledge module,
specifying capture of journalized (changed) data only.
1. Import the JKM Oracle Simple knowledge module.
2. Create a model, Oracle_RDBMS2, specifying this knowledge module on the Journalizing
tab.
3. Reverse-engineer the model, verifying the resulting structure.
4. Add the models SRC_SALES_PERSON table to CDC and start the Journal by using the
default subscriber SUNOPSIS.
5. Use Data Viewer to change data in the table and verify in Journal Data that the data change
was captured.
6. Create an interface to process only changed data.

Your Tasks
1. Import the appropriate JKM in the project.

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Practice 19-1: Implementing Changed Data Capture

If it is not open, log in to the WORKREP Work Repository with the login name
DEV_ODI_REPO (enter SUPERVISOR for username and SUNOPSIS for password).

b.

In Designer Navigator, click the Projects tab. Expand the Procedure-CRT-TBL


project. Expand the Knowledge Modules node, right-click Journalization (JKM), and
select Import Knowledge Modules.

c.

Select JKM Oracle Simple to import and click OK. Close Import Report.

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a.

On the Models tab, create a new model named Oracle _RDBMS2. For Technology,
enter Oracle. Select the logical schema ODI_STAGE. Click the Reverse Engineer tab
and set Context to Development. Verify the setting, as shown in the following
screenshot. Click the Journalizing tab.
Note: You created the SRC_SALES_PERSON table in the ODI_STAGE schema in
Practice 13-1.

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Practices for Lesson 19: Working with Changed Data Capture


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d.

In the Knowledge Module menu, confirm that the JKM Oracle Simple.ProcedureCRT-TBL knowledge module is selected, as shown in the following screenshot. Click
the Save icon
to save your model, and then close the tab.

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Practices for Lesson 19: Working with Changed Data Capture


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2.

Set up the CDC Infrastructure. You will start the CDC on the SRC_SALES_PERSON table in
the Oracle_RDBMS2 model.

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From the Models tab of Designer Navigator, reverse-engineer the Oracle_RDBMS2 model (not
Oracle_RDBMS1). Expand this model and verify its structure as follows:

To add the table to CDC, expand the Oracle_RDBMS2 model, right-click the
SRC_SALES_PERSON table, and select Changed Data Capture > Add to CDC. Click
Yes to confirm.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 8

Click the Refresh

icon. The small yellow clock icon is added to the table

. Right-click the SRC_SALES_PERSON table again and select


Changed Data Capture > Start Journal.

c.

In this practice, you use the default subscriber SUNOPSIS. Consequently, you do not
have to add another subscriber. Click OK to confirm that your subscriber is
SUNOPSIS. In the Execution window, click OK. In the Information window, click OK
again. Wait several seconds, click Refresh

, and then verify that the tiny clock icon

on the SRC_SALES_PERSON table is green now


that your journal has started properly.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 9

. This means

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b.

3.

Open Operator Navigator. Click Refresh. Select All Executions and verify that the
SRC_SALES_PERSON session executed successfully.

View the data, change some data, and confirm that the changed data is captured.
a. In Designer Navigator, click the Models tab. Right-click the SRC_SALES_PERSON
datastore and select Data.

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d.

Select the row with SALES_PERSON_ID = 11. In the LAST_NAME column, double-click
Andersen to edit that cell. Change the value from Andersen to Anderson. Similarly
select the row with SALES_PERSON_ID = 51 and change the value to Smith. Click the
Save changes icon

c.

and close the tab.

Right-click the SRC_SALES_PERSON table again and select View Data. Scroll down
and verify that the rows are modified. Close the tab.

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b.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 12

To verify that your changed data is captured, right-click SRC_SALES_PERSON and


select Changed Data Capture > Journal Data. Find the captured changed records in
the journal data. Close the tab.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 13

Create an interface that processes captured data changes. The interface loads the
TRG_SALES_PERSON_CDC datastore in the Oracle_RDBMS1 model with the content of the
SRC_SALES_PERSON table from the Oracle_RDBMS2 model. The purpose of this interface
is to process and load only changed data.
a. First you need to add one more knowledge module. In ODI Designer, click the
Projects tab, and then expand the Export-FF-RT project. Expand the Knowledge
Modules node. Right-click Integration (IKM) and select Import Knowledge Modules.
Import the new Knowledge Module: IKM Oracle Incremental Update. Close the report.

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4.

Now you need to create one more target datastore to store only changed data. On the
Models tab, expand Oracle_RDBMS1, duplicate the TRG_SALES_PERSON datastore,
and rename the copy as TRG_SALES_PERSON_CDC. Save the
TRG_SALES_PERSON_CDC datastore, and then close the tab.

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b.

Open Data in the TRG_SALES_PERSON_CDC datastore, and then click the Delete
Current Row icon
the tab.

repeatedly to delete all the rows. Save your changes and close

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c.

On the Projects tab, expand Export-FF-RT > First Folder > Interfaces. Right-click
Interfaces and select New Interface.

e.

In the Interface: NEW window, enter INT_SALES_PERSON_CDC as the name of the


interface. Ensure that the Optimization Context is Development. Click the Mapping
tab.

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d.

Click the Models tab. In the tree view, expand the Oracle_RDBMS1 model. Drag the
TRG_SALES_PERSON_CDC datastore from the tree view to the Target Datastore zone.
Expand the Oracle_RDBMS2 model and drag the SRC_SALES_PERSON datastore
from the model tree to the Sources zone of your diagram. Click Yes to perform
automatic mapping. Save your interface.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 18

Right-click the caption of the source datastore and select Data. Scroll down to preview
the current source data. Close the Data Editor window.

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g.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 20

Click the Flow tab, click the Staging Area caption, and verify that the selected IKM is
IKM Oracle Incremental Update. Select Distinct Rows.

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h.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 21

Now you modify this interface to process only the changed data. Click the Mapping
tab. Click the source datastore. In the Source Properties section of the Property
Inspector, select the Journalized Data only check box.

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Practices for Lesson 19: Working with Changed Data Capture


Chapter 19 - Page 22

To check the new source data set, repeat step g. View your data again. Only the
changed data should be visible. Close the Data Editor window.

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j.

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Chapter 19 - Page 23

5.

Save your interface and close the tab. On the Projects tab, execute the interface to
process only journalized records. In the Execute and Information windows, click OK.

Verify the execution results.


a. Open Operator Navigator. Click Refresh. Expand the All Executions node and verify
that your session, INT_SALES_PERSON_CDC, executed successfully.

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k.

View the data in the TRG-SALES_PERSON_CDC datastore and verify that only the two
changed rows are inserted in the target datastore.

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b.

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Chapter 19 - Page 25

On the Models tab, in the Oracle_RDBMS2 model, right-click the SRC_SALES_PERSON


datastore and select Drop Journal. Click OK in the Execution window. Click OK in the
Information window. Right-click the SRC_SALES_PERSON datastore again, and then select
Remove from CDC. Click Yes to confirm removing the datastore from CDC.

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Chapter 20

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Practices for Lesson 20:


Advanced ODI Administration

Practices Overview
In Practice 20-1, you create a new user profile, assign authorization by the profile to objects,
and define a password policy. In Practice 20-2, you deploy Enterprise Manager and ODI
Enterprise Manager Plug-in to an existing WLS domain with the deployed and configured ODI
Java EE. You then use the Enterprise Manager and ODI Console to monitor and manage ODI
components, processes, and resources.

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Practices for Lesson 20: Overview

Use Case Scenario


As a database administrator at FN Enterprise, John is responsible for performing database
management and integration tasks on various resources within the organization. John is also
responsible for enforcing the ODI security policies. To secure this ODI environment, he needs to
set up the security with ODI.

Background
Using the ODI Security Manager module, you can manage security in Oracle Data Integrator.
In this practice, you explore the security features of ODI Security Manager. You create a profile,
grant three methods (actions) to the profile, and create a new ODI user to whom you assign that
profile.
You then assign the profile to your new user and grant a specific method (View) for a specific
object (Scheduling) to your new user. You also define user parameters that enable specific
functionality for your new user.
Finally, you define password policies that control the case-sensitivity and length of user-defined
passwords.
1. In ODI Security Navigator, expand the Profiles panel and duplicate the Repository
Explorer profile, naming the new profile REVIEWER. You grant three methods to the
REVIEWER profile: Compare with version, Duplicate, and Export from object Model.
Note: You may need to click the View menu and open Security Navigator.
2. Create a new ODI user, INT_PROJECT_REVIEWER.
3. Assign the new profile REVIEWER to your newly created user. To connect to ODI Master
and Work Repositories, assign the built-in profile, CONNECT, to the new user
INT_PROJECT_REVIEWER.
4.
5.
6.

Grant the View method for the Scheduling object to the INT_PROJECT_REVIEWER user.
Define user parameters to enable specific functionality for INT_PROJECT_REVIEWER.
Define password policies to enforce passwords to be uppercase and greater than eight
characters.

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Practice 20-1: Setting Up ODI Security

b.

From the View menu, open ODI Security Navigator. Click the Profiles tab. Right-click
the generic REPOSITORY EXPLORER profile and select Duplicate Selection. Click
Yes to confirm.

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Your Tasks
1. To define an ODI security policy, you need to create an appropriate profile for the working
methods used in your project.
a. Start Oracle Data Integrator and connect to the Master Repository. For Login Name,
enter DEV_ODI_REPO. Enter SUPERVISOR for user and SUNOPSIS for password.

Double-click Copy of REPOSITORY EXPLORER to edit.

d.

Rename your new profile REVIEWER. Click the Save button to save this profile. The
profile REVIEWER appears in the Profiles tree structure.

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c.

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Chapter 20 - Page 6

Assign the appropriate authorizations to REVIEWER.


a. In Security Navigator, click the Objects tab. On the Profiles tab, expand REVIEWER >
Model, as shown in the following screenshot. Only the View method is permitted for
Model now.

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Chapter 20 - Page 7

On the Objects tab, expand Model and select the Compare with Version method.
Drag the Compare with Version method to the REVIEWER profile. In the Confirmation
window, click Yes.

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Chapter 20 - Page 8

Repeat step b to add the methods Duplicate and Export... to the REVIEWER profile.
In Profiles, expand REVIEWER > Model, and verify that the methods Compare with
version, Duplicate, and Export... are added to the Model object, as shown in the
following screenshot. Save the REVIEWER profile and close the tab.

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c.

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Create a new ODI user.


a. In Security Navigator, click the Users tab and select New User. The New User window
opens.

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3.

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Chapter 20 - Page 10

Name the new user: INT_PROJECT_REVIEWER. Click Enter a password.

c.

Enter the password (INTEGRATION), and then confirm this password. Do not select the
Allow expiration date check box. Click OK. Click the Save button
to save this new
user. The INT_PROJECT_REVIEWER user is now displayed in the Users tree structure.

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b.

Assign the profile REVIEWER to the INT_PROJECT_REVIEWER user.


a. Make sure that both the Profiles and Users panels are displayed together in ODI
Security Navigator. Click the profile REVIEWER in the Profiles panel and drag it to the
INT_PROJECT_REVIEWER user in the Users panel. Click Yes to confirm granting the
profile.

b.

In the Users panel, expand the INT_PROJECT REVIEWER > Profiles node and verify
that the profile REVIEWER was assigned to this user.

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4.

To connect to ODI Master and Work Repositories and other objects, assign the built-in
profile CONNECT to your new user. Select the CONNECT profile and drag it to the
INT_PROJECT_REVIEWER user. Click Yes to confirm granting CONNECT to your new
user.

d.

Verify that the profiles CONNECT and REVIEWER are added to your new user:

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c.

You can also grant privileges to use certain methods for objects directly to your user.
Ensure that the Objects and Users panels are open. In the Objects panel, scroll down,
and then expand the object Scheduling. Select View. Drag this method to
INT_PROJECT_REVIEWER.

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Chapter 20 - Page 14

5.

Verify that authorization to the Scheduling object with the View method was added to
the INT_PROJECT_REVIEWER user, as shown in the following screenshot:

Connect your new user to the ODI Work Repository and verify your access to ODI artifacts.
a. From the ODI menu, select Disconnect DEV_ODI_REPO. Connect to your Work
Repository as the newly created user. Select DEV_ODI_REPO for the Login Name.
Enter INT_PROJECT_REVIEWER as the user and INTEGRATION as the password.

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f.

On the Designer tab, click the Projects tab and Models tab. Expand your projects and
models to verify that you have access to view all your artifacts.

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Chapter 20 - Page 16

Define user parameters so that the user can enable specific ODI functionality. Ensure that a
help message is displayed if an interface diagram is empty and objects remain unlocked
when they are opened. In addition, you may want to set a delay between two refreshes in
seconds and the number of elements displayed in a branch of the Operator tree view.
a. In ODI Security Manager, select ODI > User Parameters.

b.

Confirm or edit the user parameters as shown in the following table. Click OK. Click the
ODI menu and select Disconnect DEV_ODI_REPO to close this user connection.

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Parameter

Value

Functionality

Help for Interface Diagram

Display a Help message when


the Interface
Diagram is empty

Lock object when opening

Lock object when it is opened

Delay between two refresh


(seconds)

Inter-refresh delay

Operator Display limit (0=no


limit)

200

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Chapter 20 - Page 17

Number of elements displayed


in a branch of the Operator
tree view

Open your connection with the SUPERVISOR user. Select Security Navigator. Define
Password Policies. These policies consist of a set of rules that will be checked when the
password is defined by the user.
a. Connect to DEV_ODI_REPO with the SUPERVISOR user. For the password, enter
SUNOPSIS. Open Security Navigator. Click the
policy. Click the Add a Policy icon.

icon, and then select Password

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7.

Name this policy Policy 1. Enter the rule description as shown in the following
screenshot. Set Conditions to match to All. In the Rules section, click Text and select
is uppercase. Click the add rule button (the + sign).

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b.

Enter another rule: Length >= 8. Click OK.

d.

On the screen that follows, select the Active check box. Select the Passwords are
valid for check box and set it to 30 days. Click OK to save this Password policy. Click
OK again. Close the Security Navigator tab.

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c.

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Use Case Scenario


Oracle Data Integrator provides an extension integrated into the Fusion Middleware Control
Console (Enterprise Manager). The Oracle Data Integrator components can be monitored as a
domain through this console, and administrators can have a global view of these components,
along with other Fusion Middleware components from a single administration console. John
decided to begin using this feature. He created the WebLogic Server (WLS) domain, ODIDOMAIN. Now John needs to deploy and configure the ODI Java EE Agent with the existing
WLS domain. He also needs to configure the ODI Enterprise Manager and ODI Console Plugin with WLS.

Background
In this practice, you perform the steps needed to deploy and configure the ODI Java EE Agent,
Enterprise Manager 11g, and ODI Console plug-in on an existing WLS domain. You use
Enterprise Manager 11g and ODI Console to access your ODI objects.
1. Deploy and configure the ODI Java EE agent, Enterprise Manager, and ODI Console on the
existing WebLogic domain.
2. Connect to the WebLogic Server and managed server, odi_server1.
3. Use Enterprise Manager to administer ODI.
4. Use ODI Console to explore the ODI environment.

Your Tasks
1.

Deploy and configure the ODI Java EE agent and Enterprise Manager on the existing
WebLogic domain, ODI-DOMAIN.
Note: This domain was pre-created for this practice.
a. In Topology Navigator, open Physical Architecture and then create a new ODI Agent.
Name this agent OracleDIAgent. Set the port to 8002 and Host to localhost. Verify that
the Web application context is set to oraclediagent, as shown in the following
screenshot. Save your new physical agent.

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Practice 20-2: Integration with Enterprise Manager and Using ODI


Console

b.

In the Logical Architecture, create a new logical agent with the same name as your
new physical agent, OracleDIAgent. Link this logical agent to the physical agent
OracleDIAgent in all three contexts, as follows. Click Save to save your agent
definition.

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Note: The agent name is case-sensitive. Use the exact name OracleDIAgent, as
shown in the following screenshot:

Extend the WebLogic server domain ODI-DOMAIN with the ODI agent application.
a. To deploy and configure domains with WLS, you start the config.bat file from the
ODI Home Install directory
C:\Oracle\Middleware\Oracle_ODI1\common\bin. Use Start > Run > CMD to
start the command shell and change directory to
C:\Oracle\Middleware\Oracle_ODI1\common\bin. Execute the command
config, which starts the Configuration Wizard.

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Practices for Lesson 20: Advanced ODI Administration


Chapter 20 - Page 24

Select Extend an Existing WebLogic domain and click Next.

c.

Select the WebLogic domain directory ODI-DOMAIN, as shown in the following


screenshot. Click Next.

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b.

In the screen that follows, select Oracle Data Integrator Agent 11.1.1.0 (Oracle
Oracle Data Integrator Agent Libraries 11.1.1.0 and Oracle JRF 11.1.1.0 will also
be selected; leave these options selected).
Select the Oracle Enterprise Manager Plugin For ODI 11.1.1.0, which will also
include the Oracle Enterprise Manager 11.1.1.0.
Also select Oracle Data Integrator Console - 11.1.1.0, which will include the Oracle
Data Integrator SDK Shared Library Template 11.1.1.0.
Click Next.

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d.

On the next screen, accept the default application location. Click Next.

f.

The wizard will set up the ODI repository connection within the domain server. During
the wizard configuration, the repository connection information must be supplied.
Select the check boxes next to ODI Master Schema and ODI Work Schema. This will
cause most of the fields to be filled with relevant values.
Change the Host Name field on the upper-right to localhost. This will automatically add
localhost to the other two Host Name fields at the bottom of the screen. Fill the
Schema Password field below the Schema Owner field with oracle1. This will
automatically add the password to the two other password fields on the lower-right
corner of the screen.
Check the values filled in by the wizard, and the values you entered, against the
following table and screen.
Click Next.
Database Connection (Master Repository)
Parameter

Value

Vendor

Oracle

Driver

Oracles Driver (Thin)


for Service connections

Schema Owner

DEV_ODI_REPO

Schema Password

oracle1

DBMS/Service

orcl

Host Name

Localhost

Port

1521

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Verify that the test was successful (if not, correct any connectivity settings). Click Next.

h.

On the next screen, select Managed Servers, Clusters and Machines. Click Next.

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g.

The Configure Managed Servers screen shows two managed servers: odi_server_1
and odi_server1. odi_server1 has been predefined specifically for this practice,
so use the Delete button to remove the first entry in the list, odi_server_1.

j.

Set Listen port to 8002 for odi_server1. This matches the port setting that you used
when defining the OracleDIAgent physical agent. Click Next.

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i.

On the Configure Clusters screen, click Next.

l.

On the Configure Machines screen, click Next.

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k.

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m. The Assign Servers to Machines screen will already have odi_server1 assigned to
LocalODIMachine. Click Next.

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Chapter 20 - Page 32

Review the Configuration Summary, and then click Extend. When the domain is
created, click Done.

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Connect to the WebLogic server and the managed server, odi_server1.


a. In the command shell, change directory to the directory of the WLS Home:
C:\oracle\Middleware\user_projects\domains\ODI-DOMAIN\bin. Execute
the startweblogic command. It will take approximately one minute to initialize the
server. Finally the following message is displayed: Server started in RUNNING mode.

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3.

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b.

Minimize (but do not close) this Admin server command window.


Security must be set up for the Java EE application to have access to the ODI
repository. The entry is created within the credential store, which will allow the Java EE
Agent to authenticate itself to be able to use the required resources. This user should
be a user that is already set up in ODI Security Navigator. In this practice, you use the
SUPERVISOR user. To do this, you execute the WebLogic Scripting Tool (WLST),
connect to the running Admin server, and add the credential store. To start WLST,
open a new command window, change directory to the WLS_HOME common bin,
C:\oracle\Middleware\oracle_common\common\bin, and then execute the
command wlst.

To connect to the running Admin server, execute the following command:


connect('weblogic','welcome1','t3://localhost:7001')

d.

Execute the following command to add the correct credential store for ODI Supervisor:
createCred(map="oracle.odi.credmap", key="SUPERVISOR",
user="SUPERVISOR", password="SUNOPSIS", desc="ODI SUPERVISOR
Credential").
Also execute the command to add the correct credential store for the domain ODIDOMAIN:
createCred(map="oracle.odi.credmap", key="ODI-DOMAIN",
user="weblogic", password="welcome1", desc="ODI-DOMAIN
Credential").
To exit WLST, execute the command exit().
Note: All commands are case-sensitive. You can copy commands from the text file
20-2.txt, which is provided in the c:\Labs\Text folder.
Note: At run time, the Java EE Agent will access this credential store authentication.

When you exit WLST, you return to the Windows command shell.

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c.

To start the odi_server1 managed server, change directory to WLS Home


C:\oracle\Middleware\user_projects\domains\ODI-DOMAIN\bin, and use
the execute command StartManagedWeblogic odi_server1. For Username,
enter weblogic. For password, enter welcome1. The server will take a minute or two
to start up and reach the RUNNING mode. Verify that your managed server is started
in RUNNING mode.

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e.

Minimize (but do not close) this odi_server1 command window.


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Practices for Lesson 20: Advanced ODI Administration


Chapter 20 - Page 37

4.

Return to ODI Topology Navigator. Click the Physical Architecture tab and open the
OracleDIAgent definition tab. Click Test to test the connectivity of your configured ODI
Java EE agent. When you see the success message in the ODI Information window,
click OK.

Use Enterprise Manager to administer ODI.


a. Start the browser and enter http://localhost:7001/em. Log in to Enterprise
Manager. For User Name, enter weblogic. For Password, enter welcome1. On the
Accessibility Preference screen that follows, click Continue.

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f.

With Enterprise Manager, you can monitor and manage processes and resources. You
can explore the deployed application by clicking each link. You can see running
processes, workload, log file information, and more.

c.

Drill down into ODI objects by expanding ODI in the left panel. Expand the ODI node.
Then click MASTER REPOSITORY to view more details.
Note: Your information may differ from the information provided on these screens.

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b.

Click the OracleDIAgent node in the left panel to see the Java EE agent information.

e.

Click the localagent node to see details for the stand-alone agent.

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d.

Expand the Application Deployments node, and then click oraclediagent. View
the WebLogic server application deployment information.

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f.

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Practices for Lesson 20: Advanced ODI Administration


Chapter 20 - Page 42

Use ODI Console to explore the ODI environment.


a. In the browser, click Logout to exit Enterprise Manager. Enter
http://localhost:8002/odiconsole to start the Oracle Data Integrator Console.
To log in, enter SUPERVISOR as the User Id and enter SUNOPSIS as the Password.

b.

In the left panel, click the Design Time tab. Expand Projects, Models, and Topology.

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5.

Select the Export-FF-RT project, and then click the View icon:

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c.

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Chapter 20 - Page 44

Scroll down and click the First Folder link. Click the Interfaces tab. Explore the
interfaces created in your Export-FF-RT project.

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d.

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Practices for Lesson 20: Advanced ODI Administration


Chapter 20 - Page 45

Exit the First Folder by clicking the View button


again in the left panel. Click other
tabs in the right panel. Explore the different ODI objects in your project.

f.

Similarly, explore models in your Work Repository. To explore the datastores, scroll
down and select the Global sub-model name. Scroll down and view the datastores.

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When you have finished exploring, log out of ODI Console and close the browser.

Stop the odi_server1 managed server and the WebLogic server.


a. To stop odi_server1, open a command shell and change directory to WLS Home
C:\oracle\Middleware\user_projects\domains\ODI_DOMAIN\bin. Then
execute the command stopManagedWebLogic odi_server1. For username, enter
weblogic. For password, enter welcome1.

b.

To stop the WebLogic server, execute the command stopWebLogic.

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6.

Chapter 21

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Practices for Lesson 21:


Extending Oracle Data
Integrator with SDK, Web
Services, and SOA

Practices Overview
In this practice, you create a new scenario, modify a Web service, and invoke the Web service
to execute the scenario.

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Practices for Lesson 21: Overview

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Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA
Chapter 21 - Page 2

Use Case Scenario


John defined the procedure that creates a relational table and populates it with data. Now, John
needs to generate a scenario and create an ODI public Web service to execute the scenario.

Background:
This practice has two aims: 1) to teach you how to execute a scenario through the ODI public
Web service and 2) to become familiar with the use of the OdiInvokeWebService tool.
Therefore, the OdiInvokeWebService tool will be used to invoke the ODI public Web service
that commands an agent to connect to a given Work Repository, and to start a specific scenario.
In this practice, you use the interface that was created in Practice 10-1.
1. Create and execute a new scenario, INT_EXP_FF_RT.
2. Create a new package, OdiInvokeWebService.
3. Select the OdiInvokeWebService tool from the toolbox and create the corresponding step
in the package.
4. Define parameters of the Web service by using the Advanced dialog box and the SOAP
Editor.
5. Invoke your Web service from the SOAP Editor to execute the scenario INT_EXP_FF_RT.
6. View the response and verify the execution results.

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Practice 21-1: Executing an ODI Scenario Through the ODI Public Web
Service

1.

If not connected, connect to the Work Repository, WORKREP. To connect, click Connect
To Repository. Select DEV_ODI_REPO from the Login Name drop-down list. Enter
SUPERVISOR in the User field and SUNOPSIS in the Password field. Click OK to log in.

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Your Tasks

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Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA
Chapter 21 - Page 4

In Designer Navigator, expand the project Export-FF-RT > First Folder > Interfaces.
Right-click the INT-EXP-FF-RT interface and select Generate Scenario. Name the
new scenario: INT_EXP_FF_RT. Set the version to 001.

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a.

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Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA
Chapter 21 - Page 5

In Topology Navigator, verify the connection to your stand-alone agent localagent.


Note: Ensure that your stand-alone agent is created and successfully started. To
create and start an ODI agent, refer to Practice 3-1.

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Chapter 21 - Page 6

In Designer Navigator, expand the INT-EXP-FF-RT interface and the Scenarios node.
Right-click the INT_EXP_FF_RT Version 001 scenario and execute your newly
created scenario, as follows. For Agent, select localagent. Click OK to confirm the
execution.

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c.

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Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA
Chapter 21 - Page 7

View the results of the execution in Operator Navigator. Click Refresh. Expand the All
Executions node. The INT_EXP_FF_RT session should appear as complete.

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d.

Create a new package by using the OdiInvokeWebService tool.


a. On the Projects tab, expand the Procedure-CRT-TBL project > First Folder. Rightclick Packages and select New Package. Enter OdiInvokeWebService in the
Name field, and then click the Diagram tab.

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2.

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Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA
Chapter 21 - Page 9

In the Toolbox panel, scroll down to the OdiInvokeWebService tool. Drag the
OdiInvokeWebService tool to the empty panel on the right. An OdiInvokeWebService
tool step appears in the package.

c.

In the Properties panel, retain the default name OdiInvokeWebService 1 for the Step
name field. Scroll down and define parameters in the Properties panel as follows:
Parameter

Value

WSDL URL

- Leave blank -

Port Type

- Leave blank -

Operation

- Leave blank -

XML Request

- Leave blank -

Request File

- Leave blank -

Storage Mode for Response File

FILE APPEND

File Encoding for Response File

ISO8859_1

XML Encoding for Response File

ISO-8859-1

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b.

C:/TEMP/WebServiceToolStep

Response File Format

SOAP

HTTP User

- Leave blank -

HTTP Password

- Leave blank -

Execution Timeout (ms)

- Leave blank -

Click the Advanced button. A new window opens. Enter


http://localhost:20910/oraclediagent/OdiInvoke?wsdl in the Web Service Description
File (WSDL) URL field. You can optionally copy this path from the text file 21-1.txt in
the C:\Labs\Text folder. Click the Connect to WSDL button . The appropriate port
OdiInvokePortType is automatically detected and the available operations are
displayed on the left.

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d.

Response File

Select the invokeStartScen operation from the panel on the left. Click the Editor tab at
the bottom of the middle panel. Widen the middle panel, if necessary, to see the Name
and Value columns. Enter the parameters in the request parameter fields as provided
in the following table. Your SOAP Editor panel should appear as follows.
Note: Press Enter each time to confirm your entries.
Parameter

Value

<OdiUser>

SUPERVISOR

<OdiPassword>

SUNOPSIS

<WorkRepository>

WORKREP

<ScenarioName>

INT_EXP_FF_RT

<ScenarioVersion>

001

<Context>

DEVELOPMENT

<Synchronous>

true

LogLevel

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Chapter 21 - Page 13

Click the Source tab to view the scenario request. Click the Remove Blank Optional
Elements icon
to remove all blank optional elements from the query. This is
necessary to construct a valid query. The request should be as follows.
Note: You can also select the Clean up before execution check box
. This option
automatically deletes the empty optional elements in the SOAP request.

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Practices for Lesson 21: Extending Oracle Data Integrator with SDK, Web Services, and SOA
Chapter 21 - Page 14

Invoke your Web service.


a.

To invoke your Web service, click the Invoke Web Service


icon. The response is
displayed in the right panel of the editor. Verify that your Web service processed
successfully, as shown in the following screenshot:

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Chapter 21 - Page 15

c.

Click OK to close the Advanced Editor window. Click the Save button to save your
package and close the tab.
In ODI Operator, verify that the INT_EXP_FF_RT scenario successfully executed.

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b.