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WebSphere ®
WebSphere ®

DataStage

Version 8

Parallel Job Tutorial

SC18-9889-00

WebSphere ®
WebSphere ®

DataStage

Version 8

Parallel Job Tutorial

SC18-9889-00

 

Note

Before using this information and the product that it supports, be sure to read the general information under “Notices and

 

trademarks” on page 63.

Contents

Chapter 1. Introduction

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Chapter 2. Tutorial project goals .

 

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Chapter 3. Module 1: Opening and running the sample job

 

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Lesson 1.1: Opening the sample job

 

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The Designer client .

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Starting the Designer client and opening the

 

sample job

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Lesson checkpoint

. Lesson 1.2: Viewing and compiling the sample job

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Exploring the Sequential File stage

 

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Exploring the Data Set stage

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Compiling the sample job

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Lesson checkpoint

. Lesson 1.3: Running the sample job

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Running the job

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Lesson checkpoint .

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Module 1: Summary .

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Chapter 4. Module 2: Designing your

 

first job

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Lesson 2.1: Creating a job .

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Lesson checkpoint .

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The job design .

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Specifying properties and column metadata for

 

the Sequential File stage

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Specifying properties for the Lookup File Set

 

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stage and running the job Lesson checkpoint .

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Importing metadata into your repository .

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Loading column metadata from the repository

 

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Lesson 2.4: Adding job parameters

 

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Job parameters . Defining job parameters

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Adding job parameters to your job design

 

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Supplying values for the job parameters

 

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Lesson checkpoint .

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Parameter sets

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Creating a parameter set from existing job parameters

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Lesson checkpoint .

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Module 2 Summary

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Chapter 5. Module 3: Designing a transformation job

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Lesson 3.1: Designing the transformation job .

 

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The transformer job

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Creating the transformation job and adding

 

stages and links

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Configuring the Transformer stage

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Running the transformation job Lesson checkpoint

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Lesson 3.2: Combining data in a job .

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Using a Lookup stage Creating a lookup job .

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Configuring the Lookup stage

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Lesson 3.3: Capturing rejected data

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Lesson checkpoint

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Lesson 3.4: Performing multiple transformations in a

single job .

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Adding new stages and links Configuring the Business_Rules Transformer

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stage

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Lesson checkpoint

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Module 3 Summary

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Chapter 6. Module 4: Loading a data

 

target .

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Lesson 4.1: Creating a data connection object .

 

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Data connection objects

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Creating a data connection object

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Lesson 4.2: Importing column metadata from a

 

database table

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Lesson checkpoint

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Lesson 4.3: Writing to a database

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Connectors

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. Creating the job

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Configuring the ODBC connector

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Lesson checkpoint

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Module 4 summary .

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Chapter 7. Module 5: Processing in

 

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Lesson 5.1: Exploring the configuration file

 

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Opening the default configuration file Example configuration file

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Lesson checkpoint . . . . . Lesson 5.2: Partitioning data

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Viewing partitions in a data set

 

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Creating multiple data partitions

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Lesson 5.3: Changing the configuration file

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Creating a configuration file

 

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Deploying the new configuration file .

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Applying the new configuration file .

 

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Lesson checkpoint

 

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Module 5 summary

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Chapter 8. Tutorial summary

 

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Appendix. Installing and setting up the

tutorial

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Creating a folder for the tutorial files

 

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Creating the tutorial project

 

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Copying the data files to the project folder or

 

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Importing the tutorial components into the tutorial

project .

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Creating a DSN for the tutorial table on a Windows

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Creating a DSN for the tutorial table on a UNIX or

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Accessing information about IBM

 

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Contacting IBM Accessible documentation

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Providing comments on the documentation

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Notices and trademarks

 

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Notices .

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Trademarks .

 

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Index

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iv

Parallel Job Primer

Chapter 1. Introduction

In this tutorial, you will learn the basic skills that you need to design and run WebSphere ® DataStage ® parallel jobs.

Learning objectives

By completing this tutorial, you will achieve the following learning objectives:

  • v Learn how to design parallel jobs that extract, transform, and load data.

  • v Learn how to run the jobs that you have designed, and how to view the results.

  • v Learn how to create reusable objects that can be included in other job designs.

Chapter 2. Tutorial project goals

This tutorial uses a simple business scenario to introduce you to the basics of job design for IBM ® WebSphere DataStage.

In this tutorial, you have the following scenario:

The company GlobalCo is merging with WorldCo. Their customer base is worldwide and because their businesses are similar, the two companies have some customers in common. The new merged company wants to build a data warehouse for the delivery and billing information. The exercises in this tutorial focus on a small portion of the work that needs to be done to accomplish this goal.

Your part of the project is to work on the GlobalCo data that records billing details for customers. You must read this data from a comma-separated file, and then cleanse and transform the data in preparation for it to be merged with the equivalent data from WorldCo. This data ultimately forms the bill_to dimension table in the finished data warehouse.

Learning objectives

As you work through the job scenario, you will learn how to do the following tasks:

  • v Design parallel jobs that extract, transform, and load data

  • v Run the jobs that you design and view the results

  • v Create reusable objects that can be included in other job designs

This tutorial should take approximately four hours to finish. If you explore other concepts related to this tutorial, it can take longer to complete.

Skill level

You can do this tutorial with only a beginning level of understanding of WebSphere DataStage concepts.

Audience

This tutorial is intended for WebSphere DataStage designers who want to learn how to create parallel jobs.

System requirements

The tutorial requires the following hardware and software:

  • v WebSphere DataStage clients installed on a Windows ® XP platform.

  • v Connection to a WebSphere DataStage server on a Windows or UNIX ® platform (Windows servers can be on the same computer as the clients).

  • v To run the parallel processing module (module 5), the WebSphere DataStage server must be installed on a multi-processor system (SMP or MPP).

Prerequisites

You need to complete the following tasks before starting the tutorial:

  • v Get DataStage developer privileges from the WebSphere DataStage administrator

  • v Check that the WebSphere DataStage administrator has installed and set up the tutorial by following the procedures described in Appendix A

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Obtain the name of the tutorial folder on the WebSphere DataStage client computer and the tutorial project folder or directory on the WebSphere DataStage server computer from the WebSphere DataStage administrator.

Chapter 3. Module 1: Opening and running the sample job

In this module you will view, compile, and run a sample job that is provided with this tutorial.

The sample job extracts data from a comma-separated file and writes the data to a staging area. The data that the job writes is used by later modules in the tutorial.

Learning objectives

After you complete the lessons in this module, you will understand how to do the following tasks:

  • v Start the WebSphere DataStage and QualityStage Designer (Designer client) and attach a project.

  • v Open an existing job.

  • v Compile a job so that it ready to run.

  • v Open the Director client and run a job.

  • v View the results of the job.

This module should take approximately 30 minutes to complete.

Prerequisites

Ensure that you have DataStage user authority.

Lesson 1.1: Opening the sample job

The first step in learning to design jobs is to become familiar with the structure of jobs and with the Designer client. The Designer client is your workbench and your toolbox for building jobs.

This lesson shows you how to start the Designer client and open the sample job that is supplied with the tutorial.

The Designer client

The Designer client gives you the tools that you need to create jobs that extract, transform, load, and check the quality of data.

The Designer client is like a workbench or a blank canvas that you use to build jobs. The Designer client has a palette that contains the tools that form the basic building blocks of a job:

  • v Stages connect to data sources to read or write files and to process data.

  • v Links connect the stages along which your data flows.

  • v Annotations provide information about the jobs that you create.

The Designer client uses a repository where you can store the objects that you are creating as part of the design process. These objects can be reused by other job designers. The sample job is an object in the repository that is included with the tutorial. The sample job uses a table definition, which is also an object in the repository.

In the design area of the Designer client, you work with the tools and objects to create your job designs. The sample job opens in a design window.

The sample job for the tutorial

The sample job reads data from a flat file and writes it to a data set. Parallel jobs use data sets to store data as the data is worked on. These data sets can be transient and invisible to you, the designer, or you can choose to create persistent data sets. The sample job writes data to a persistent data set. The data set provides an internal staging area where the data is held until it is written to its ultimate destination in a later module. When designing jobs, you do not have to create a staging area for your data; this is simply how this tutorial was constructed.

The data that you use in this job is the bill-to information from GlobalCo. This data becomes the bill_to dimension for the star schema.

Starting the Designer client and opening the sample job

Ensure that WebSphere Application Server is running.

To start the Designer client and open your first job:

  • 1. Select Start Programs IBM Information Server IBM WebSphere DataStage and QualityStage Designer.

  • 2. In the Attach window, type your user name and password.

  • 3. Select the tutorial project from the Project list, and then click OK. The Designer client opens and displays the New window.

  • 4. Click Cancel to close the New window because you are opening an existing job and not creating a new job or other object.

  • 5. In the repository tree, open the Tutorial folder double-click the samplejob job. All of the objects that you need for the tutorial are in this folder.

The job opens in the Designer client display area. The following figure shows the Designer client with the samplejob job open. The Tutorial folder is shown in the repository tree.

repository tree sample job palette design area Lesson checkpoint
repository tree
sample job
palette
design area
Lesson checkpoint

In this lesson, you opened your first job.

You learned the following tasks:

  • v How to start the Designer client

  • v How to open a job

  • v Where to find the tutorial objects in the repository tree

Lesson 1.2: Viewing and compiling the sample job

In this lesson, you view the sample job to understand its components. You compile the job to prepare it to run on your system.

The sample job has a Sequential File stage to read data from the flat file and a Data Set stage to write data to the staging area. The two stages are joined by a link. The data that will flow between the two stages on the link was defined when the job was designed. When the job is run, the data will flow down this link.

Exploring the Sequential File stage

To explore the Sequential File stage:

  • 1. In the sample job, double-click the Sequential File stage that is named GlobalCo_billTo_flat. The stage editor opens to the Properties tab of the Output page. All parallel job stages have properties tabs. You use the properties tab to specify the actions that the stage performs when the job is run.

  • 2. Look at the File property under the Source category. You use this property to specify the file that the stage will read when the job runs. In the sample job, the File property points to a file called GlobalCo_BillTo.csv. You specify the directory that contains this file when you run the job. The name of the directory has been defined as a job parameter named #tutorial_direct#, the # characters show that the name is a job parameter. Job parameters are used to so that variable information (for example, file name or directory name) can be specified when the job runs rather than when the job is designed.

  • 3. Look at the First Line is Column Names property under the Options category. In the sample job, this property is set to True because the first line of the GlobalCo_BillTo.csv file contains the names of the columns in the file. The remaining properties have default values.

  • 4. Click on the Format tab. The Format tab looks similar to the Properties tab, but the properties that the job designer sets here describe the format of the flat file that the stage reads. In this case the file is comma-delimited, which means that each field within a row is separated by a comma character. The Format tab also specifies that the file has DOS line endings. This setting means that the file can be read even when the file resides on a UNIX system.

  • 5. Click the Columns tab. The Columns tab is where the column metadata for the stage is defined. The column metadata defines the data that will flow down the link to the Data Set stage when the job runs. The GlobalCo_BillTo.csv file contains many columns. All of these columns have the data type VarChar. As you work through the tutorial, you will apply stricter data typing to these columns to cleanse the data.

  • 6. Click the View Data tab in the top right corner of the stage editor window.

  • 7. In the Value field of the Resolve Job Parameter window, specify the name of the directory in which the tutorial data was installed and click OK (you have to specify directory path whenever you view data or run the job).

  • 8. In the Data Browser window, click OK. A window opens that shows the first 100 rows of the data that the GlobalCo_BillTo.csv file contains (100 rows is the default setting, but you can change it).

  • 9. Click Close to close the Data Browser window.

  • 10. Click OK to close the Sequential File stage editor.

Exploring the Data Set stage

To explore the Data Set stage:

  • 1. In the sample job, double-click the Data Set stage that is named GlobalCoBillTo_ds. The stage editor opens in the Properties tab of the Input page.

  • 2. Look at the File property under the Target category. This property is used to specify the control file for the data set that the stage will write the data to when the job runs. In the sample job, the File property points to a file that is named GlobalCo_BillTo.ds. You specify the directory that contains this file when you run the job. A data set is the internal format for transferring data inside parallel jobs. Data Set stages are used to land data that will be used by another job.

  • 3. Click on the Columns tab. The column metadata for this stage is the same as the column metadata for the Sequential File stage and defines the data that the job will write to the data set.

  • 4. Click OK to close the stage editor.

The Data Set stage editor does not have a Format tab because the data set does not require any formatting data. Although the View Data button is available on this tab, there is no data for this stage yet. If you click the View Data button, you will receive a message that no data exists. The data gets created when the job runs.

Compiling the sample job

To compile the sample job:

  • 1. Select File Compile. The Compile Job window opens. As the job is compiled, the window is updated with messages from the compiler.

  • 2. When the Compile Job window displays a message that the job is compiled, click OK.

The sample job is now compiled and ready to run.

Lesson checkpoint

In this lesson, you explored a simple data extraction job that reads data from a file and writes it to a staging area.

You learned the following tasks:

  • v How to open stage editors

  • v How to view the data that a stage represents

  • v How to compile a job so that it is ready to run

Lesson 1.3: Running the sample job

In this lesson, you use the Director client to run the sample job and to view the log that the job produces as it runs. You also use the Designer client to look at the data set that is written by the sample job.

You run the job from the Director client. The Director client is the operating console. You use the Director client to run and troubleshoot jobs that you are developing in the Designer client. You also use the Director client to run fully developed jobs in the production environment.

You use the job log to debug any errors you receive when you run the job.

Running the job

To run the job:

  • 1. In the Designer client, select Tools Run Director. Because you are logged in to the tutorial project through the Designer client, you do not need to start the Director from the start menu and log on to the project. In the Director client, the sample job has a status of compiled, which means that the job is ready to run.

2. Select the sample job in the right pane of the Director client, and select Job
  • 2. Select the sample job in the right pane of the Director client, and select Job Run Now.

  • 3. In the Job Run Options window, specify the path of the project folder (for example, C:\IBM\InformationServer\Server\Projects\Tutorial and click Run. The job status changes to Running.

  • 4. When the job status changes to Finished, select View Log.

  • 5. Examine the job log to see the type of information that the Director client reports as it runs a job. The messages that you see are either control or information type. Jobs can also have Fatal and Warning messages. The following figure shows the log view of the job.

2. Select the sample job in the right pane of the Director client, and select Job
  • 6. Select File Exit to close the Director client.

Viewing the data set

To view the data set that the job created:

  • 1. In the sample job in the Designer client, double-click the Data Set stage to open the stage editor.

  • 2. In the stage editor, click View Data.

  • 3. Click OK in the Data Browser window to accept the default settings. A window opens that shows up to 100 rows of the data written to the data set (if you want to view more than 100 rows in a data browser, change the default settings before you click OK).

  • 4. Click Close to close the Data Browser window.

  • 5. Click OK to close the Data Set stage.

Lesson checkpoint

In this lesson you ran the sample job and looked at the results.

You learned the following tasks:

  • v How to start the Director client from the Designer client

  • v How to run a job and look at the log file

  • v How to view the data written by the job

Module 1: Summary

You have now opened, compiled, and run your first data extraction job.

Now that you have run a data extraction job, you can start creating your own jobs. The next module guides you through the process of creating a simple job that does more data extraction.

Lessons learned

By completing this module, you learned about the following concepts and tasks:

  • v Starting the Designer client.

  • v Opening an existing job.

  • v Compiling the job.

  • v Starting the Director client from the Designer client.

  • v Running the sample job.

  • v Viewing the results of the sample job and seeing how the job extracts data from a comma-separated file and writes it to a staging area.

Additional resources

For more information about the features that you have learned about, see the following guides:

  • v IBM WebSphere DataStage Designer Client Guide

  • v IBM WebSphere DataStage Director Client Guide

Chapter 4. Module 2: Designing your first job

This module teaches you how to design your own job.

The job that you design will read two flat files and populate two lookup tables. The two lookup tables will be used by a more complex job that you will create in the next module.

Learning objectives

After completing the lessons in this module, you will understand how to do the following tasks:

  • v Add stages and links to a job.

  • v Specify the properties of the stages and links to determine what they will do when the job is run.

  • v Learn how to specify column metadata.

  • v Consolidate your knowledge of compiling and running jobs.

This module should take approximately 90 minutes to complete.

Lesson 2.1: Creating a job

The first step in designing a job is to create an empty job and save it to a folder in the repository.

If you closed the Designer client after completing module 1, you will need to start the Designer client again.

You create a parallel job and save it to a new folder in the Tutorial folder in the repository tree.

To create a job:

  • 1. In the Designer client, select File New.

  • 2. In the New window, select the Jobs folder in the left pane and then select the parallel job icon in the right pane.

  • 3. Click OK. A new empty job design window opens in the design area.

  • 4. Select File Save.

  • 5. In the Save Parallel Job As window, right-click on the Tutorial folder and select New Folder from the shortcut menu.

  • 6. Type in a name for the folder, for example, My Jobs then move to the Item name field.

  • 7. Type in the name of the job in the Item name field. Call the job populate_cc_spechand_lookupfiles.

  • 8. Check that the Folder path field contains the path \Tutorial\My Jobs, then click Save.

You have created a new parallel job named populate_cc_spechand_lookupfiles and saved it in the folder Tutorial\My Jobs in the repository.

Lesson checkpoint

In this lesson you created a job and saved it to a specified place in the repository.

You learned the following tasks:

  • v How to create a job in the Designer client.

  • v How to name the job and save it to a folder in the repository tree.

Lesson 2.2: Adding stages and links to the job

You add stages and links to the job that you created. Stages and links are the building blocks that determine what the job does when it runs.

The job design

In this lesson, you will build the first part of the job, then compile it and run it to ensure that it works correctly before you add the next part of the job design. This method of iterative job design is a good habit to get into. You ensure that each part of your job is functional before you continue with the design for the next part.

The first part of the job reads a comma-separated file that contains a series of customer numbers, a corresponding code that identifies the country in which the customers are located, and another code that specifies the customer’s language. You are designing a job that reads the comma-separated file and writes the contents to a lookup table in a lookup file set. This table will be used by a subsequent job when it populates a dimension table.

Adding stages and linking them

Ensure that the job named populate_cc_spechand_lookupfiles that you created in lesson 1 is open and active in the job design area. A job is active when the title bar is dark blue (if you are using the default Windows colors).

A job consists of stages linked together which describe the flow of data from a data source to a data target. A stage is a graphical representation of the data itself, or of a transformation that will be performed on that data.

To add the stages to your job design:

  • 1. In the Designer client palette area, click the File bar to open the file section of the palette.

  • 2. In the file section of the palette, select the Lookup File Set stage icon and drag the stage to your open job. Position the stage on the right side of the job window

  • 3. In the file section of the palette, select the Sequential File stage icon and drag the stage to your open job. Position the stage on the left side of the job window.

  • 4. Select the Sequential File stage in the job window. In the palette area, click the General bar to open the general section of the palette.

  • 5. Select the Link icon and move your mouse pointer over to the Sequential File stage. The mouse pointer changes to a target shape.

  • 6. Click the Sequential file stage to anchor the link and then drag the mouse pointer over to the Lookup File Set stage. A link is drawn between the two stages. Your data will flow down this link when the job runs.

  • 7. Rename the stages and links as follows:

    • a. Select each stage or link.

    • b. Right-click and select Rename.

    • c. Type the new name.

Stage or link

New name

Sequential File stage

country_codes

Lookup File Set stage

country_code_lookup

Link

country_codes_data

Always use specific names for your stages and links rather than the default names assigned by the Designer client. Using specific names make your job designs easier to document and easier to maintain.

  • 8. Select File Save to save the job.

Your job design should now look something like the one shown in this figure:

Always use specific names for your stages and links rather than the default names assigned by

Specifying properties and column metadata for the Sequential File stage

You will now edit the first of the stages that you added to specify what the stage does when you run the job. You will also specify the column metadata for the data that will flow down the link that joins the two stages.

To edit the stages and add properties and metadata:

  • 1. Double-click the country_codes Sequential File stage to open the stage editor. The editor opens in the Properties tab of the Output page.

  • 2. Select the File property under the Source category.

  • 3. In the File field, type the path name for your project folder (where the data files were copied when the tutorial was set up) and add the name CustomerCountry.csv (for example C:\IBM\ InformationServer\Server\Projects\Tutorial\CustomerCountry.csv), and then press enter. (You can browse for the path name if you prefer, click the browse button on the right of the File field.) You specified the name of the comma-separated file that the stage reads when the job runs.

  • 4. Select the First Line is Column Name property under the Options category.

  • 5. Click the down arrow next to the First Line is Columns Names field and select True from the list. The row that contains the column names is dropped when the job reads the file.

  • 6. Click the Format tab.

  • 7. In the record-level category, select the Record delimiter string property from the Available properties to add.

  • 8. Select DOS format from the Record delimiter string list. This setting ensures that the file can be read by UNIX or Linux ® WebSphere DataStage servers.

  • 9. Click the Columns tab. Because the CustomerCountry.csv file contains only three columns, type the column definitions into the Columns tab. (If a file contains many columns, it is less time consuming

and more accurate to import the column definitions directly from the data source.) Note that column names are case-sensitive, so use the case in the instructions.

10. Double-click the first line of the table. Fill in the fields as follows: Column Name
10.
Double-click the first line of the table. Fill in the fields as follows:
Column Name
Key
SQL Type
Length
Description
CUSTOMER_
Yes
Char
7
NUMBER
Key column for the
look up - the
customer identifier
You will use the default values for the remaining fields.
11.
Add two more rows to the table to specify the remaining two columns and fill them in as follows:
Column Name
Key
SQL Type
Length
Description
COUNTRY
No
Char
2
The code that
identifies the
customer’s country
LANGUAGE
No
Char
2
The code that
identifies the
customer’s language
Your Columns tab should look like the one in the following figure (if you have National Language
Support installed, there is an additional field named Extended):
12.
Click the Save button to save the column definitions that you specified as a table definition object in
the repository. The definitions can then be reused in other jobs.
13.
In the Save Table Definition window, enter the following information:
Option
Data source type
Data source name
Table/file name
Description
Saved
CustomerCountry.csv
country_codes_data

Option

Description

Short description

date and time of saving

Long description

Table definition for country codes source file

  • 14. Click OK to specify the locator for the table definition. The locator identifies the table definition.

  • 15. In the Save Table Definition As window, save the table definition in the Tutorial folder and name it country_codes_data.

  • 16. Click the View Data button and click OK in the Data Browser window to use the default settings. The data browser shows you the data that the CustomerCountry.csv file contains. Since you specified the column definitions, the Designer client can read the file and show you the results.

  • 17. Close the Data Browser window.

  • 18. Click OK to close the stage editor.

  • 19. Save the job.

Notice that a small table icon has appeared on the Country_codes_data link. This icon shows that the link now has metadata. You have designed the first part of your job.

Specifying properties for the Lookup File Set stage and running the job

In this part of the lesson, you configure the next stage in your job. You already specified the column metadata for data that will flow down the link between the two stages, so there are fewer properties to specify in this task.

To configure the Lookup File Set stage:

  • 1. Double-click the country_code_lookup Lookup File Set stage to open the stage editor. The editor opens in the Properties tab of the Input page.

  • 2. Select the Lookup Keys category; then double-click the Key property in the Available Properties to add area.

  • 3. In the Key field, click the down arrow and select CUSTOMER_NUMBER from the list and press enter. You specified that the CUSTOMER_NUMBER column will be the lookup key for the lookup table that you are creating.

  • 4. Select the Lookup File Set property under the Target category.

  • 5. In the Lookup File Set field, type the path name for the lookup file set that the stage will create, (for example, C:\IBM\InformationServer\Server\Projects\Tutorial\countrylookup.fs) and press enter.

  • 6. Click OK to save your property settings and close the Lookup File Set stage editor.

  • 7. Save the job and then compile and run the job by using the techniques that you learned in Lesson 1.

You have now written a lookup table that can be used by another job later on in the tutorial.

Lesson checkpoint

You have now designed and run your very first job.

You learned the following tasks:

  • v How to add stages and links to a job

  • v How to set the stage properties that determine what the stage will do when you run the job

  • v How to specify column metadata for the job and to save the column metadata to the repository for use in other jobs

Lesson 2.3: Importing metadata

You can import column metadata directly from the data source that your job will read. You store the metadata in the repository where it can be used in any job designs.

In this lesson, you will add more stages to the job that you designed in Lesson 2.2. The stages that you add are similar to the ones that you added in lesson 2.2. The stages read a comma-separated file that contains code numbers and corresponding special delivery instructions. The contents are again written to a lookup table that is ready to use in a later job. The finished job contains two separate data flows, and it will write data to two separate lookup file sets. Rather than type the column metadata, you import the column metadata from the source file, and use that metadata in the job design.

Importing metadata into your repository

In this part of the lesson, you will import column definitions from the comma-separated file that contains the special delivery instructions. You will then save the column definitions as a table definition in the repository. Note that you can import metadata when no jobs are open in the Designer client, this procedure is independent of job design.

  • 1. In the Designer client, select Import Table Definitions Sequential File Definitions.

  • 2. In the Directory field in the Import Metadata (Sequential) window, type the path name of, or browse for, the Tutorial folder in the project folder (for example, C:\IBM\InformationServer\Server\ Projects\Tutorial). The importer displays any files in the directory that have the suffix .txt. If there are no files to display, you see an error message. You can ignore this message.

  • 3. In the File Type field, select a file type of Comma Separated (*.csv). The Files list is populated with all the files in the specified directory that have the suffix .csv.

  • 4. In the Files list, select the SpecialHandling.csv file.

  • 5. In the To folder field, type the folder name \Tutorial\Table Definitions in which to store the table definition.

  • 6. Click Import.

  • 7. In the Define Sequential Metadata window, select First line is columns names.

  • 8. Click the Define tab and examine the column definitions that were derived from the SpecialHandling.csv file.

  • 9. Click OK.

  • 10. Click Close to close the Import Metadata (Sequential) window.

The column definitions that you viewed are stored as a table definition in the repository.

Loading column metadata from the repository

You can specify the column metadata that a stage uses by loading the metadata from a table definition in the repository.

Ensure that your job named populate_cc_spechand_lookupfiles is open and active.

In this part of the lesson, you are consolidating the job design skills that you learned and loading the column metadata from the table definition that you imported earlier.

  • 1. Add a Sequential file stage and a Lookup File Set stage to your job and link them together. Position them under the stages and link that you added earlier in this lesson.

  • 2. Rename the stages and link as follows:

Stage or Link

Name

Sequential File

special_handling

Lookup File

special_handling_lookup

Stage or Link

Name

Link

special_handling_data

Your job design should now look like the one shown in this figure:

Stage or Link Name Link special_handling_data Your job design should now look like the one shown
  • 3. Open the stage editor for the special_handling Sequential File stage and specify that it will read the file SpecialHandling.csv and that the first line of this file contains column names.

  • 4. Click the Format tab.

  • 5. In the record-level category, select the Record delimiter string property from the Available properties to add.

  • 6. Select DOS format from the Record delimiter string list. This setting ensures that the file can be read by UNIX or Linux WebSphere DataStage servers.

  • 7. Click the Columns tab.

  • 8. Click Load. You load the column metadata from the table definition that you previously saved as an object in the repository.

  • 9. In the Table Definitions window, browse the repository tree to the folder where you stored the SpecialHandling.csv column definitions.

  • 10. Select the SpecialHandling.csv table definition and click OK.

  • 11. In the Selected Columns window, ensure that all of the columns appear in the Selected columns list and click OK. The column definitions appear in the Columns tab of the stage editor.

  • 12. Close the Sequential File stage editor.

  • 13. Open the stage editor for the special_handling_lookup stage.

  • 14. Specify a path name for the destination file set and specify that the lookup key is the SPECIAL_HANDLING_CODE column then close the stage editor.

  • 15. Save, compile, and run the job.

Lesson checkpoint

You have now added to your job design and learned how to import the metadata that the job uses.

You learned the following tasks:

  • v How to import column metadata directly from a data source

  • v How to load column metadata from a definition that you saved in the repository

Lesson 2.4: Adding job parameters

When you use job parameters in your job designs, you create a better job design.

Job parameters

Sometimes, you want to specify information when you run the job rather than when you design it. In your job design, you can specify a job parameter to represent this information. When you run the job, you are then prompted to supply a value for the job parameter.

You specified the location of four files in the job that you designed in Lesson 2.3. In each part of the job, you specified a file that contains the source data and a file to write the lookup data set to. In this lesson, you will replace all four file names with job parameters. You will then supply the actual path names of the files when you run the job.

You will save the definitions of these job parameters in a parameter set in the repository. When you want use the same job parameters in a job later on in this tutorial, you can load them into the job design from the parameter set. Parameter sets enable the same job parameters to be used by different jobs.

Defining job parameters

Ensure that the job named populate_cc_spechand_lookupfile that you designed in Lesson 2.3 is open and active.

  • 1. Select Edit Job Properties.

  • 2. In the Job Properties window, click the Parameters tab.

  • 3. Double-click the first line of the grid to add a new row.

  • 4. In the Parameter name field, type country_codes_source.

  • 5. In the Prompt field, type path name for the country codes file.

  • 6. In the Type field, select the path name datatype.

  • 7. In the Help Text field, type Enter the path name for the comma-separated file that contains the country code definitions.

  • 8. Repeat steps 3-7 to define three more job parameters containing the following entries:

Parameter Name

Prompt

Type

Help text

country_codes_lookup

path name for the country codes lookup file set

path name

Enter the path name for the file set for the country code lookup table

special_handling_source

path name for the special handling codes file

path name

Enter the path name for the comma-separated file that contains the special handling code definitions

special_handling_lookup

path name for the special handling lookup file set

path name

Enter the path name for the file set for the special handling lookup table

The Parameters tab of the Job Properties window should now look like the one in the following figure:

The Parameters tab of the Job Properties window should now look like the one in the
  • 9. Click OK to close the Job Properties window.

  • 10. Click File Save to save the job.

Adding job parameters to your job design

Now that you have defined the job parameters, you will add them to your job design.

  • 1. Double-click the country_codes Sequential File stage to open the stage editor.

  • 2. Select the File property in the Source category and delete the path name that you entered in the File field.

  • 3. Click the right arrow next to the File field, and select Insert Job Parameter from the menu.

  • 4. Select country_codes_source from the list and press enter. The text #country_codes_source# appears in the File field. This text specifies that the job will request the name of the file when you run the job.

  • 5. Repeat these steps for each of the stages in the job, specifying job parameters for each of the File properties as follows:

Stage

Property

Parameter name

country_codes_lookup stage

Lookup file set

country_codes_lookup

special_handling stage

File

special_handling_source

special_handling_lookup stage

Lookup file set

special_handling_lookup

  • 6. Save and recompile the job.

Supplying values for the job parameters

When you run the job, the Director client prompts you to supply values for the job parameters.

  • 1. Open the Director client.

  • 2. Select your job name and select Job Run Now.

  • 3. In the Parameters page of the Job Run Options window, type a path name for each of the job parameters.

  • 4. Click Run.

The job runs, using the values that you supplied for the job parameters.

Lesson checkpoint

You defined job parameters to represent the file names in your job and specified values for these parameters when you ran the job.

You learned the following tasks:

  • v How to define job parameters

  • v How to add job parameters in your job design

  • v How to specify values for the job parameters when you run the job

Lesson 2.5: Creating parameter sets

You can store job parameters in a parameter set in the repository. You can then reuse the job parameters in other job designs.

In this lesson, you will create a parameter set from the job parameters that you created in Lesson 2.4. You will also supply a set of default values for the parameters in the parameter set that are also available when the parameter set is used.

Parameter sets

You use parameter sets to define job parameters that you are likely to reuse in other jobs. Whenever you need this set of parameters in a job design, you can insert them into the job properties from the parameter set. You can also define different sets of values for each parameter set. These parameter sets are stored as files in the WebSphere DataStage server installation directory and are available to use in your job designs or when you run jobs that use these parameter sets. If you make any changes to a parameter set object, these changes are reflected in job designs that use this object until the job is compiled. The parameters that a job is compiled with are available when the job is run. However, if you change the design after the job is compiled, the job will link to the current version of the parameter set.

You can create parameter sets from existing job parameters, or you can specify the job parameters as part of the task of creating a new parameter set.

Creating a parameter set from existing job parameters

Ensure that your job is open and active.

  • 1. Select Edit Job Properties.

  • 2. In the Job Properties window, click the Parameters tab.

  • 3. In the Parameters page, use shift-click to select all of the job parameters that you defined in Lesson
    2.4.

  • 4. Click Create Parameter Set.

  • 5. In the General page of the Parameter Set window, type a name for the parameter set and a short description (for example, tutorial_lookup and parameter set for lookup file names).

  • 6. Click the Parameters tab and check that all the job parameters that you specified for your job appear in this page.

  • 7. Click the Values tab.

  • 8. In the Value File name field, type lookupvalues1.

  • 9. For each of the job parameters, specify a default path name for the file that the job parameter represents. Your Values pages should now look similar to the Values page in the following picture:

10. Click OK , specify a repository folder in which to store the parameter set, and
  • 10. Click OK, specify a repository folder in which to store the parameter set, and then click Save.

  • 11. The Designer client asks if you want to replace the selected parameters with the parameter set that you have just created. Click No.

  • 12. Click OK to close the Job Parameters window.

  • 13. Save the job.

You created a parameter set that is available for another job that you will create later in this tutorial. The current job continues to use the individual parameters rather than the parameter set.

Lesson checkpoint

You have now created a parameter set.

You learned the following tasks:

  • v How to create a parameter set from a set of existing job parameters

  • v How to specify a set of default values for the parameters in the parameter set

Module 2 Summary

In this module, you designed and ran a data extraction job.

You also learned how to create reusable objects such as table definitions and parameters sets that you can include in other jobs that you design.

Lessons learned

By completing this module, you learned about the following concepts and tasks:

  • v Creating new jobs and saving them in the repository

  • v Adding stages and links and specifying their properties

  • v Specifying column metadata and saving it as a table definition to reuse later

  • v Specifying job parameters to make your job design more flexible, and saving the parameters in the repository to reuse later

Chapter 5. Module 3: Designing a transformation job

This module teaches you how to design a job that transforms data.

The job that you design will read the GlobalCo bill_to data that was written to a data set when you ran the sample job in Module 1 of this tutorial. Your job will perform some simple cleansing of the data. Your job will transform the data by dropping the columns that you do not need and by trimming some of the data in the columns that you do need.

Learning objectives

After completing the lessons in this module, you will understand how to do the following tasks:

  • v How to use a Transformer stage to transform data

  • v How to handle rejected data

  • v How to combine data by using a Lookup stage

This module should take approximately 60 minutes to complete.

Lesson 3.1: Designing the transformation job

You will design and run a job that performs some simple transformations on the bill_to data, and writes the results to a staging Data Set stage.

The transformer job

The data that was read from the GlobalCo_BillTo.csv comma-separated file by the sample job in Module 1 contains a large number of columns. The dimension table that you will produce later in this tutorial requires only a subset of these columns, so you will use the transformation job to drop some of the columns.

The job will also specify some stricter data typing for the remaining columns. Stricter data typing helps to impose quality controls on the data that you are processing.

Finally, the job applies a function to one of the data columns to delete space characters that the column contains. This transformation job prepares the data in that column for a later operation.

The transformation job that you are designing uses a Transformer stage, but there are also several other types of processing stages available in the Designer client that can transform data. For example, you can use the Modify stage in your job, if you want to change only the data types in a data set. Several of the processing stages can drop data columns as part of their processing. In the current job, you use the Transformer stage because you require a transformation function that you can customize. Several functions are available to use in the Transformer stage.

Creating the transformation job and adding stages and links

In this part of the lesson, you will create your transformation job and learn a new method for performing tasks that you are already familiar with.

  • 1. Create a parallel job, save it as TrimAndStrip, and store it in the tutorial folder in the repository tree.

  • 2. Add two Data Set stages to the design area.

  • 3. Name the Data Set stage on the left GlobalCoBillTo, and name the one on the right int_GlobalCoBillTo.

  • 4. Click Palette Processing to locate and drag a Transformer stage to the design area.

5.

Drop the Transformer stage between the two Data Set stages and name the Transformer stage Trim_and_Strip.

  • 6. Right-click the GlobalCoBillTo Data Set stage and drag a link to the Transformer stage. This method of linking the stages is fast and easy. You do not need to go back to the palette and grab a link to connect each stage.

  • 7. Use the same method to link the Transformer stage to the int_GlobalCoBillTo Data Set stage.

  • 8. Name the first link full_bill_to and name the second link stripped_bill_to. Your job should look like the one in the following picture:

5. Drop the Transformer stage between the two Data Set stages and name the Transformer stage

Configuring the Data Set stages

In this part of the lesson, you configure the Data Set stages and learn a new method for loading column metadata.

  • 1. Open the stage editor for the GlobalCoBillTo Data Set stage.

  • 2. Set the File property in the Source category to point to the data set that was created by the sample job in Module 1 (GlobalCoBillTo.ds), and close the stage editor.

  • 3. In the repository window, select the GlobalCoBillToSource table definition in the Tutorial folder. Drag the table definition to the design area and drop it onto the full_bill_to link. The cursor changes shape to indicate the correct position to drop the table definition. In Lesson 2.3, you opened the GlobalCoBillTo Data Set stage editor and clicked Load to perform the same action. The method described in step 3 saves time when you are designing very large jobs.

  • 4. Open the stage editor for the GlobalCoBillTo Data Set stage and click View Data. The data browser shows the data in the data set. You should frequently view the data after you configure a stage to verify that the File property and the column metadata are both correct.

  • 5. Open the stage editor for the int_GlobalCoBillTo Data Set stage.

  • 6. Set the File property in the Source category to point to a new staging data set (for example, C:\IBM\InformationServer\Server\Projects\Tutorial\int_GlobalCoBillTo.ds).

Configuring the Transformer stage

In this part of the lesson, you specify the transformation operations that your job will perform when you run it.

  • 1. Double-click the Transformer stage to open the stage editor.

  • 2. CTRL-click to select the following columns from the full_bill_to link in the upper left pane of the stage editor:

    • v CUSTOMER_NUMBER

    • v CUST_NAME

v

ADDR_1

  • v ADDR_2

  • v CITY

  • v REGION_CODE

  • v ZIP

  • v TEL_NUM

  • v REVIEW_MONTH

  • v SETUP_DATE

  • v STATUS_CODE

3.

Drag these columns from the upper left pane to the stripped_bill_to link in the upper right pane of the stage editor. You are specifying that only these columns will flow through the Transformer stage when the job is run. The remaining columns will be dropped.

4.

In the stripped_bill_to column definitions at the bottom of the right pane, edit the SQL type and length fields for your columns as specified in the following table:

 

Column

SQL Type

Length

CUSTOMER_NUMBER

Char

7

CUST_NAME

VarChar

30

 

ADDR_1

VarChar

30

 

ADDR_2

VarChar

30

CITY

VarChar

30

REGION_CODE

Char

2

ZIP

VarChar

10

TEL_NUM

VarChar

10

REVIEW_MONTH

VarChar

2

SETUP_DATE

VarChar

12

STATUS_CODE

Char

1

 

By specifying stricter data typing for your data, you will be able to better diagnose inconsistencies in your source data when you run the job.

5.

Double-click the Derivation field for the CUSTOMER_NUMBER column in the stripped_bill_to link. The expression editor opens.

6.

In the expression editor, type the following text: trim(full_bill_to.CUSTOMER_NUMBER,’ ’,A). The text specifies a function that deletes all the space characters from the CUSTOMER_NUMBER column on the full_bill_to link before writing it to the CUSTOMER_NUMBER column on the stripped_bill_to link. Your Transformer stage editor should look like the one in the following figure:

7. Click OK to close the Transformer stage editor. 8. Open the stage editor for the
  • 7. Click OK to close the Transformer stage editor.

  • 8. Open the stage editor for the int_GlobalCoBillTo Data Set stage and go to the Columns tab of the Input page. Notice that the stage editor has acquired the metadata from the stripped_bill_to link.

  • 9. Save and then compile your TrimAndStrip job.

Running the transformation job

Previously, you ran jobs from the Director client. Now, you will run the job from the Designer client. This technique is useful when you are developing jobs since you do not leave the Designer client. To look at the log file, you must open the Director client.

  • 1. In the Designer client, select Diagram Show performance statistics. Additional information is shown next to the job links to provide figures for the number of rows that were transferred and the number of rows that were processed per second. This information is updated as the job runs.

  • 2. Select File Run and click Run in the Job run options window. As the TrimAndStrip job runs, the performance figures for the link are updated, and the links themselves change color to show their status.

  • 3. When the job finishes running, open the Director client, select the TrimAndStrip job, and look at its job log. You can view the job log in the Director client even when you run the job from the Designer client.

Lesson checkpoint

In this lesson you learned how to design and configure a transformation job.

You learned the following tasks:

  • v How to configure a Transformer stage

  • v How to link stages using a different method for drawing links.

  • v How to load column metadata into a link, using a drag-and-drop operation.

  • v How to run a job from within the Designer client and monitor the performance of the job.

Lesson 3.2: Combining data in a job

The Designer client supports more complex jobs than the ones that you designed so far. In this lesson, you begin to build a more complex job that combines data from two different tables.

You will base your new job on the transformation job that you created in Lesson 3.1. You will add a Lookup stage that looks up the data that you created in Lesson 2.2.

Using a Lookup stage

Performing a lookup (search) is one way in which a job can combine data. The lookup is performed by the Lookup stage. The Lookup stage has a stream input and a reference input. The Lookup stage uses one or more key columns in the stream input to search for data in a reference table. The stage adds the data from the reference table to the stream output.

You can also combine data in a parallel job by using a Join stage. Where you use a large reference table, a job can run faster if it combines data by using a Join stage. For the job that you are designing, the reference table is small, and so a Lookup stage is preferred. The Lookup stage is most efficient where the data being looked up fits into the available physical memory.

You can configure Lookup stages to search for data in a Lookup file set, or they can search for data in a relational database. The job will look up the data in a reference table in a Lookup File Set stage that was created in Lesson 2.2 of this tutorial. When you use lookup file sets, you must specify the lookup key column when you define the file set. You defined the key columns for the lookup tables that you used in this lesson when you created the file sets in Module 2.

Creating a lookup job

Next, you will create a job and add some of the stages that you configured in the TrimAndStrip job that you designed and ran in Lesson 3.1.

Ensure that the TrimAndStrip job that you created in Lesson 3.1 is open, and that you have a multi-window view in the design area of the Designer client. In multi-window view, you can see all the open jobs in the display area. To switch from single-window view to multi-window view, click the minimize button in the Designer Client menu bar.

  • 1. Create a job, name it CleansePrepare, and save it in the tutorial folder in the repository.

  • 2. In the TrimAndStrip job, drag the mouse cursor around the stages in the job to select them and select Edit Copy.

  • 3. In the CleansePrepare job, select Edit Paste. The stages appear in the CleansePrepare job. You can now close the TrimAndStrip job.

  • 4. Select the Processing area in the palette and drag a Lookup stage to the CleansPrepare job. Position the Lookup stage just below the int_GlobalCoBillTo stage and name it Lookup_Country.

  • 5. Select the stripped_bill_to link, position the mouse cursor in the link’s arrowhead, and drag to the Lookup stage. You moved the link with its associated column metadata to allow data to flow from the Transformer stage to the Lookup stage.

6.

Delete the int_GlobalCoBillTo Data Set stage. It will be replaced with a different Data Set stage.

  • 7. Select the File area in the palette and drag a Lookup File Set stage to the job. Position it immediately above the Lookup stage and name it Country_Code_Fileset.

  • 8. Draw a link from the Country_Code_Fileset Lookup File Set stage to the Lookup_Country Lookup stage and name it country_reference. The link appears as a dotted line, which indicates that the link is a reference link.

  • 9. Drag a Data Set stage from the palette to the job and position it to the right of the Lookup stage. Name the Data Set stage temp_dataset.

  • 10. Draw a link from the Lookup stage to the Data Set stage and name it country_code.

The job that you designed should look like the one in the following figure:

6. Delete the int_GlobalCoBillTo Data Set stage. It will be replaced with a different Data Set

Configuring the Lookup File Set stage

In the lesson section Creating a lookup job,you copied stages from the TrimandStrip job to the CleansePrepare job. These stages are already configured, so you need to configure only the new stages that you add in this job. One of these stages is the Country_Codes_Fileset lookup stage. This stage represents the lookup file set that you created in Lesson 2.2. In this exercise, you will use the parameter set that you created in Lesson 2.5.

  • 1. Open the Job Properties window, and click the Parameters tab.

  • 2. Select the first row in the grid, and click Add Parameter Set. Browse to the tutorial folder, select the parameter set that you created in Lesson 2.5, and click OK.

  • 3. Close the Job Properties window.

  • 4. Double-click the Country_Codes_Fileset Lookup File Set stage to open the stage editor.

  • 5. Select the Lookup File Set property in the Source category, click the right arrow next to the Lookup File Set field and select Insert Job Parameter from the menu. A list is displayed that shows all the individual job parameters in the parameter set.

  • 6. In the list, select the country_codes_lookup job parameter and then press Enter.

  • 7. Click the Columns tab and load the country_codes_data table definition, and then close the stage editor.

Configuring the Lookup stage

You specify the data that is combined in the Lookup stage. You defined the date column that will act as the key for the lookup when you created the lookup file set in Module 2.

  • 1. Double-click the Lookup_Country Lookup stage to open the Lookup stage editor. The Lookup stage editor is similar in appearance to the Transformer stage editor.

  • 2. Click the title bar of the stripped_bill_to link in the left pane and drag it over to the Column Name column of the country_code link in the right pane. When the cursor changes shape, release the mouse button. All of the columns from the stripped_bill_to link appear in the country_code link.

  • 3. Select the Country column in the Country_Reference link and drag it to the country_code link. The result of copying the columns from the Country_Reference link to the country_code link is that whenever the value of the incoming CUSTOMER_NUMBER column matches the value of the CUSTOMER_NUMBER column of the lookup table, the corresponding Country column will be added to that row of data. The stage editor looks like the one in the following figure:

Configuring the Lookup stage You specify the data that is combined in the Lookup stage. You

4.

Double-click the Condition bar in the Country_Reference link. The Lookup Stage Conditions window opens. Select the Lookup Failure field and select Continue from the list. You are specifying that, if a CUSTOMER_NUMBER value from the stripped_bill_to link does not match any CUSTOMER_NUMBER column values in the reference table, the job continues to the next CUSTOMER_NUMBER column.

  • 5. Close the Lookup stage editor.

  • 6. Open the temp_dataset Data Set stage and specify a file name for the data set.

  • 7. Save, compile and run the job. The Job Run Options window displays all the parameters in the parameter set.

  • 8. In the Job Run Options window, select lookupvalues1 from the list next to the parameter set name. The parameters values are filled in with the path names that you specified when you created the parameter set.

  • 9. Click Run to run the job and then click View Data in the temp_dataset stage to examine the results.

Lesson checkpoint

With this lesson, you started to design more complex and sophisticated jobs.

You learned the following tasks:

  • v How to copy stages, links, and associated configuration data between jobs.

  • v How to combine data in a job by using a Lookup stage.

Lesson 3.3: Capturing rejected data

This lesson shows you how to monitor rows of data that are rejected while you are processing them.

Ensure that the CleansePrepare job that you created in Lesson 3.2 is open and active.

In the Lookup stage for the job that you created in Lesson 3.2, you specified that processing should continue on a row if the lookup operation fails. Any rows that contain CUSTOMER_NUMBER fields that were not matched in the lookup table were bypassed, and the COUNTRY column for that row was set to NULL. In this lesson, you will specify that non-matching rows are written to a reject link. The reject link captures any customer numbers that do not have an entry in the country codes table. You can examine the rejected rows and decide what action to take.

  • 1. From the File section of the palette, drag a Sequential File stage to the CleansePrepare job and position it under the Lookup_Country Lookup stage. Name the Sequential File stage Rejected_Rows.

  • 2. Draw a link from the Lookup stage to the Sequential File stage. Name the link rejects. Because the Lookup stage already has a stream output link, the new link is designated as a reject link and is shown as a dashed line. Your job should resemble the one in the following figure:

3. Double-click the Lookup_Country Lookup stage to open the Lookup stage editor. 4. Double-Click the Condition
  • 3. Double-click the Lookup_Country Lookup stage to open the Lookup stage editor.

  • 4. Double-Click the Condition bar in the country_reference link to open the Lookup Stage Conditions window.

  • 5. In the Lookup Stage Conditions window, select the Lookup Failure field and select Reject from the list. Close the Lookup stage editor. This step specifies that, whenever a row from the stripped_bill_to link has no matching entry in the country code lookup table, the row is rejected and written to the Rejected_Rows Sequential File stage.

  • 6. Edit the Rejected_Rows Sequential File stage and specify a path name for the file that the stage will write to (for example, c:\tutorial\rejects.txt). This stage derives the column metadata from the Lookup stage, and you cannot alter it.

  • 7. Save, compile the CleansePrepare job, and run the job.

  • 8. Open the Rejected_Rows Sequential File stage editor and click View Data to look at the rows that were rejected.

Lesson checkpoint

You learned the following tasks:

  • v How to add a reject link to your job

  • v How to configure the Lookups stage so that it rejects data where a lookup fails

Lesson 3.4: Performing multiple transformations in a single job

You can design complex jobs that perform many transformation operations on your data.

In this lesson, you will further transform your data to apply some business rules and perform another lookup of a reference table.

In the sample bill_to data, one of the columns is overloaded. The SET_UP data column can contain a special handling code as well as the date that the account was set up. The transformation logic that is being added to the job extracts this special handling code into a separate column. The job then looks up the text description corresponding to the code from the lookup table that you populated in Lesson 2 and adds the description to the output data. The transformation logic also adds a row count to the output data.

Adding new stages and links

This tasks adds the extra stages to the job that will implement the additional transformation logic.

  • 1. Add the following stages to your CleansePrepare job:

    • a. Place the Transformer stage above the temp_dataset Data Set stage and name the stage Business_Rules.

    • b. Place the Lookup stage immediately to the right of the temp_dataset Data Set stage and name the Lookup stage Lookup_Spec_Handling.

    • c. Place the Lookup File Set stage immediately above the Lookup_Spec_Handling Lookup stage and name the Lookup File Set stage Special_Handling_Lookup.

    • d. Place the Data Set stage immediately to the right of the Lookup_Spec_Handling Lookup stage and name the Data Set stage Target.

  • 2. Link the stages:

    • a. Link the Business_Rules Transformer stage to the Lookup_Spec_Handling Lookup stage and name the link with_business_rules.

    • b. Link the Special_Handling_Lookup Lookup File Set stage to the Lookup_Spec_Handling Lookup stage and name the link special_handling.

    • c. Link the Lookup_Spec_Handling Lookup stage to the Target Data Set stage and name the link finished_data.

  • 3. Drag the arrowhead end of the country_code link and attach it to the Business_Rules Transformer stage. The Temp_Dataset stage is not required for this job, therefore you can remove it.

  • 4. Delete the Temp_Dataset Data Set stage.

  • 5. Drag the Business_Rules Transformer stage down so that it aligns horizontally with the Lookup stages. Your CleansePrepare job should now resemble the one in the following figure:

  • In the sample bill_to data, one of the columns is overloaded. The SET_UP data column can

    Configuring the Business_Rules Transformer stage

    In this exercise, you configure the Transformer stage to extract the special handling code and add a row count to the output data.

    1.

    Open the Business_Rules Transformer stage editor, and click the Show/Hide Stage Variables icon to display the stage variable grid in the right pane. You will define some stage variables later in this

    procedure.

    procedure.
     

    2.

    Select the following columns in the country_code input link and drag them to the with_business_rules output link:

    v

    CUSTOMER_NUMBER

     

    v

    CUST_NAME

     

    v

    ADDR_1

    v

    ADDR_2

    v

    CITY

    v

    REGION_CODE

     

    v

    ZIP

    v

    TEL_NUM

     

    3.

    In the metadata area for the with_business_rules output link, add the following new columns:

    Column name

     

    SQL Type

    Length

    Nullable

    SOURCE

     

    Char

    • 10 No

     

    RECNUM

     

    Char

    • 10 No

     

    SETUP_DATE

     

    Char

    • 10 Yes

     

    SPECIAL_HANDLING_

    Integer

    • 10 Yes

     

    CODE

     
     

    The new columns appear in the graphical representation of the link, but are highlighted in red because they do not yet have valid derivations.

    4.

    In the graphical area, double-click the Derivation field of the SOURCE column.

     

    5.

    In the expression editor, type GlobalCo:. Position your mouse pointer immediately to the right of this text, right-click and select Input Column from the menu. Then select the COUNTRY column from the list. When you run the job, the SOURCE column for each row will contain the two-letter country code prefixed with the text GlobalCo, for example, GlobalCoUS.

    6.

    In the Transformer stage editor toolbar, click the Stage Properties tool on the far left. The Transformer Stage Properties window opens.

    7.

    Click the Variables tab and, by using the techniques that you learned for defining table definitions, add the following stage variables to the grid:

    Name

     

    SQL Type

    Precision

    xtractSpecialHandling

     

    Char

    1

    TrimDate

     

    VarChar

    10

     

    When you close the Properties window, these stage variables appear in the Stage Variables area above the with_business_rules link.

    8.

    Double-click the Derivation fields of each of the stage variables in turn and type the following expressions in the expression editor:

    Stage variable

    Expression

    Description

    xtractSpecialHandling

    if Len (country_code.SETUP_DATE) <

    This expression checks that the

    • 2 Then country_code.SETUP_DATE

    SETUP_DATE column contains a

    Else Field (country_code.SETUP_DATE,’ ’,2)

    special handling code. If it does, the value of xtractSpecialHandling is set to that code. If the column contains a date and a code, the code is extracted and the value of xtractSpecialHandling is set to that code.

    TrimDate

    If Len (country_code.SETUP_DATE) <

    This expression checks that the

    • 3 Then ’01/01/0001’ Else Field (country_code.SETUP_DATE,’ ’,1)

    SETUP_DATE column contains a date. If the SETUP_DATE column does not contain a date, then the expression sets the value of the TrimDate variable to the string 01/01/0001. If the SETUP_DATE column contains a date, then the date is extracted and the value of the TrimDate variable is set to a string that contains the date.

    • 9. Select the xtractSpecialHandling stage variable and drag it to the Derivation field of the SPECIAL_HANDLING_CODE column and drop it on the with_business_rules link. A line is drawn between the stage variable and the column, and the name xtractSpecialHandling appears in the Derivation field. For each row that is processed, the SPECIAL_HANDLING_CODE column writes the current value of the xtractSpecialHandling variable.

    • 10. Select the TrimDate stage variable and drag it to the Derivation field of the SETUP_DATE column and drop it on the with_business_rules link. A line is drawn between the stage variable and the column, and the name TrimDate appears in the Derivation field. For each row processed, the SETUP_DATE column writes the current value of the TrimDate variable.

    • 11. Double-click the Derivation field of the RECNUM column and type GC: in the expression editor. Right-click and select System Variable from the menu. Then select @OUTROWNUM. You added row numbers to your output.

    Your transformer editor should look like the one in the following picture:

    Configuring the Lookup operation In this exercise, you configure the stages that are required to look

    Configuring the Lookup operation

    In this exercise, you configure the stages that are required to look up a value for the special handling code and write it to an output data set.

    • 1. Open the Special_Handling_Lookup stage.

    • 2. Set the File property to reference the special_handling_lookup job parameter.

    • 3. Load the column metadata from the SpecialHandling.csv table definition in the repository and then close the Special_Handling_Lookup stage editor.

    • 4. Open the Lookup_Spec_Handling stage.

    • 5. Select the following columns in the with_business_rules input link and drag them to the finished_data output link.

      • v CUSTOMER_NUMBER

      • v CUST_NAME

      • v ADDR_1

      • v ADDR_2

    v

    CITY

    • v REGION_CODE

    • v ZIP

    • v TEL_NUM

    • v SOURCE

    • v RECNUM

    • v SETUP_DATE

    • v SPECIAL_HANDLING_CODE

    • 6. Select the DESCRIPTION column in the special_handling reference link and drag it to the finished_data output link (the LANGUAGE column is not used).

    • 7. Double-click the Condition bar in the special_handling reference link to open the Lookup Stage Conditions window. Specify that the processing will continue if the lookup fails for a data row. You do not need to specify a reject link for this stage. Only a minority of the rows in the bill_to data contain a special handling code, so if the rows that do not contain a code are rejected, most of the data is rejected.

    • 8. Specify a job parameter to represent the file that the Target Sequential File stage will write to, and add this job parameter to the stage.

    • 9. Save, compile and run the CleansePrepare job.

    Lesson checkpoint

    In this lesson, you consolidated your existing skills in defining transformation jobs and added some new skills.

    You learned the following tasks:

    • v How to define and use stage variables in a Transformer stage

    • v How to use system variables to generate output column values

    Module 3 Summary

    In this module you refined and added to your job design skills.

    You learned how to design more complex jobs that transform the data that your previous jobs extracted.

    Lessons learned

    By completing this module, you learned the following concepts and tasks:

    • v How to drop data columns from your data flow

    • v How to use the transform functions that are provided with the Designer client

    • v How to combine data from two different sources

    • v How to capture rejected data

    Chapter 6. Module 4: Loading a data target

    This module teaches you how to access a relational database.

    In the tutorial modules that you completed so far, you were working with comma-separated files and staging files in internal formats (data sets and lookup file sets). In this module, you start working with a relational database. The database is the ultimate target for the data that you are working with.

    For these lessons, you will use the database that is hosting the repository. The tutorial supplies scripts that your database administrator runs to create the tables that you need for these lessons.

    Because different types of relational database can be used to host the repository, the lessons in this module use an ODBC connection that makes the lessons database-independent. Your database administrator needs to set up a DSN that you can use to connect to the database by using ODBC.

    Learning objectives

    After completing the lessons in this module, you will understand how to do the following tasks:

    • v How to define a data connection object that you use and reuse to connect to a database.

    • v How to import column metadata from a database.

    • v How to write data to a relational database target.

    This module should take approximately 60 minutes to complete.

    Prerequisites

    Ensure that your database administrator runs the relevant database scripts that are supplied with the tutorial and set up a DSN for you to use when connecting to an ODBC connector.

    Lesson 4.1: Creating a data connection object

    In this lesson, you use data connection objects to provide the information that is needed to connect to a database.

    Data connection objects

    Data connection objects store the information that is needed to connect to a particular database in a reusable form. You use data connection objects with related connector stages to quickly define a connection to a data source in a job design. You can also use data connection objects to provide the details that are needed to connect to a data source and import metadata.

    If you change the details of a data connection while you are designing a job, these changes are reflected in the job design. However, after you compile your job, the data connection details are fixed in the executable version of the job. Subsequent changes to the job design will once again link to the data connection object and pick up any changes that were made to that object.

    You can create data connection objects directly in the repository. Also, you can create data connection objects when you are using a connector stage to import metadata by saving the connection details. This lesson shows you how to create a data connection object directly in the repository.

    Creating a data connection object

    To create a data connection object:

    1.

    Select the tutorial folder in the repository, right-click, and select New Other Data Connection from the shortcut menu.

    2.

    In the General page of the Data Connection window, enter name for Data Connect (for example, tutorial_connect) and provide a short description and a long description of the object.

    3.

    Open the Parameters page.

    4.

    Click the browse button next to the Connect using Stage Type field.

    5.

    In the Open window, open the Stage Types Parallel Database folder, select the ODBC Connector item and click Open. The Connection parameters grid is populated and shows the connection parameters that are required by the stage type that you selected.

    6.

    Enter values for each of the Parameters as shown in the following table:

    Parameter name

    Value

    ConnectionString

    Type the DSN name

     

    Username

    Type the user name for connecting to the database using the specified DSN

     

    Password

    Type the password for connecting to the database using the specified DSN.

    7.

    Click OK.

    8.

    In the Save Data Connection As window, select the tutorial folder and click Save.

    Lesson checkpoint

    You learned how to create a data connection object and store the object in the repository.

    Lesson 4.2: Importing column metadata from a database table

    You can import column metadata from a database table and store it as a table definition object in the repository.

    In Lesson 2.3, you learned how to import column metadata from a comma-delimited file. In this lesson, you will import column metadata from a database table by using the ODBC connector. When you import data by using a connector, the column definitions are saved as a table definition in the project repository and in the dynamic repository. The table definition is then available to be used by other projects and by other components in the information integration suite.

    To import column metadata by using the ODBC connector:

    • 1. Select Import Table Definitions Start Connector Import Wizard.

    • 2. In the Data Source Location page of the Import Connector Metadata wizard, select the computer that hosts the database from the Host name where database resides list.

    • 3. Click the New location link.

    • 4. In the Shared Metadata Management window, select your host name and click Add new database.

    • 5. In the Add new database window, type the name of the database that has been created on the relational database for this exercise (ask your database administrator if you do not know the name of the database) and click OK, then click Close to close the Shared Metadata Management window.

    • 6. In the Data Source Location page, select the database from the Database name list and click Next.

    • 7. In the Connector Selection page, select ODBC Connector from the list and click Next.

    • 8. In the Connection details page, select your DSN from the Data source list and click the Load link.

    • 9. In the Open window, open the tutorial folder, select the data connection object that you created in Lesson 4.1, and click Open. The Data source, Username, and Password fields are populated with the corresponding data in the data connection object.

    10.

    Click the Test Connection link to ensure that you can connect to the database by using the connection details and then click Next.

    • 11. In the Filter page, select the schema from the Schema list (ask your database administrator if you do not know the name of the schema) and click Next.

    • 12. In the Selection page, select the tutorial table from the list and click Next.

    • 13. In the Confirm import page, review the import details, and then click Import.

    • 14. In the Select Folder window, select the tutorial folder and click OK.

    The table definition is imported and appears in the tutorial folder. The table definition has a different icon from the table definitions that you used previously. This icon identifies that the table definition was imported by using a connector and is available to other projects and to other suite components.

    Lesson checkpoint

    You learned how to import column metadata from a database using a connector.

    Lesson 4.3: Writing to a database

    In Lesson 4.3, you will use an ODBC connector to write the BillTo data that you created in Module 3 to an existing table in the database.

    Double-check that your database administrator ran the scripts to set up the database and database table that you need to access in this lesson. Also ensure that the database administrator set up a DSN for you to use for the ODBC connection.

    Connectors

    Connectors are stages that you use to connect to data sources and data targets to read or write data.

    In the Database section of the palette in the Designer are many types of stages that connect to the same types of data sources or targets. For example, if you click the down arrow next to the ODBC icon in the palette, you can choose to add either an ODBC connector stage or an ODBC Enterprise stage to your job.

    If your database type supports connector stages, use them because they provide the following advantages over other types of stages:

    • v Creates job parameters from the connector stage (without first defining the job parameters in the job properties).

    • v