CE Student Guide PC HandsOnWorkshop PDF

Informatica PowerCenter
Hands-On Workshop
Agenda
Time
Topic
9:00
Introduction to Informatica
9:30
Introduction to Informatica Data Integration Platform
10:00
Introduction to PowerCenter
10:30
Tutorial Lesson 1
11:30
Tutorial Lesson 2
12:30
Lunch
1:30
Tutorial Lesson 3
2:00
Tutorial Lesson 4
2:30
Using the Debugger
3:00
Putting It All Together
4:00
Tutorial Lesson 6
4:30
Review and Q/A
Workshop Objectives
By the end of the day you will:
Understand the broad set of data integration challenges

facing organizations today and how the Informatica Platform
can be used to address them
Access data from different data sources and targets
Profile a data set and understand how to look for basic
problems that need to be solved
Integrate data from multiple sources through Extraction,
Transformation and Load (ETL)
Debug data integration processes (mappings)
Expose integration logic as Web Services for use in a SOA
architecture
3
Informatica
The #1 Independent Leader in Data Integration
$900
Founded: 1993
2012 Revenue: $811.6 million
7-year Annual CAGR:

17% per year
Employees: 2,810+
Partners: 450+
Major SI, ISV, OEM and

On-Demand Leaders
$800
$700
$600
$500
$400
$300
Customers: Over 5,000
Customers in 82 Countries
Direct Presence in 28 Countries
# 1 in Customer Loyalty Rankings

(7 Years in a Row)
$200
$100
$0
2005 2006 2007 2008 2009 2010 2011 2012
Global Presence & Global Perspective

Employees in 26
Countries.and growing!
Product Development
Customer Support
Professional Services
Why Informatica?
Proven Technology Leadership
Product Leadership
Proven Technology Leadership
Enterprise Data Integration
ULTRA
MESSAGING
Application ILM
COMPLEX EVENT
PROCESSING
Master Data Management
Data Quality
B2B DATA
EXCHANGE
CLOUD DATA
INTEGRATION
ENTERPRISE DATA
INTEGRATION
APPLICATION
ILM
Cloud Data Integration
DATA
QUALITY
MASTER DATA
MANAGEMENT
B2B Data Exchange
Complex Event Processing
Ultra Messaging
Informatica supports the

requirements of cross-organizational
data exchange, so users apply
familiar & trusted data integration
tools and techniques to the growing
practice of B2B data integration.
Informatica received high praise for

its services from customers. For
deployments involving systems
monitoring use cases, Informatica
offers a five-day standup of
RulePoint.
In spite of the new entrants,

Informatica remains the market
leader in this highly demanding part
of the messaging market.
Why Informatica?
Q3 2012
ILM DDM 9.5.1
IIR 9.5
MDM 9.5
A Track Record of Continuous Innovation

Q2 2012
Informatica 9.5
Q3 2011
Ultra Messaging
Cloud
MDM
Q4 2011
ILM 9.1
MDM 9.2
Q4 2010
Cloud
Q2 2011
Informatica 9.1
Q1 2011
CEP 5.2
MDM
Q1 2012
Informatica 9.1
Data Quality
Data Services 9.5
PowerCenter 9.5
PowerExchange 9.5
Data Quality 9.5
Data Explorer 9.5
DVO 9.5
ILM Dynamic Data
Masking 9.5.1
Informatica Identity
Resolution 9.5
Informatica MDMRegistry Edition
9.5
DQ templates
DR 9.1 for Sybase
CEP Proactive PC Monitoring
Dynamic Data Masking

Unified Registry & Hub MDM
UM PowerCenter integration
Broad Cloud Connectivity
DQ Dashboards and Reports
MDM Counterparty Master
MDM Social Networking
Big Data Integration

Self Service
Adaptive Data Services
Authoritative & Trustworthy Data
Proactive Monitoring
Options for DQ, PC
MDM for DB2
MDM Securities Master
Cloud Express
Trust.InformaticaCloud.com
B2B & AddressDoctor plugins
Why Informatica?
Empowering the Data-Centric Enterprise
BUSINESS IMPERATIVES
Improve
Decisions
Modernize
Business
Improve
Efficiency
& Reduce
Costs
Mergers
Acquisitions
&
Divestitures
Acquire &
Retain
Customers
Outsource
Non-core
Functions
Governance
Risk
Compliance
Increase
Partner
Network
Efficiency
Increase
Business
Agility
IT INITIATIVES
Business &
Operational
Intelligence
Legacy
Retirement
Application
ILM
Application
Consolidation
Customer,
Supplier,
Product
Hubs
BPO
SaaS
Risk
Mitigation &
Regulatory
Reporting
B2B
Integration
Zero
Latency
Operations
DATA INTEGRATION PROJECTS
Data
Warehouse
Data
Migration
Test Data
Management
& Archiving
Data
Consolidation
Master Data
Management
Data
Synchronization
Complex
Event
Processing
B2B Data
Exchange
Ultra
Messaging
Why Informatica?
The Neutral, Trusted and Preferred Partner
BI
Partners
OEM OEM
Partners
CloudCloud Partners
Global
Partners
Global
SISIPartners
INFORM SI
Partners
Database
& Infrastructure
Infrastructure
Database
and
Operating Systems
Platforms & Technologies
10
Secular Technology Megatrends

IT is Changing
CLOUD
INTERACTIONS
MOBILE
ON-PREMISE
TRANSACTIONS
DESKTOP
11
Data Integration
Data is Changing
CLOUD
INTERACTIONS
MOBILE
ON-PREMISE
TRANSACTIONS
DESKTOP
12
Maximize Return on Data
13
Our Singular Mission

Maximize Return on Data
Value of Data
=
We empower organizations to maximize return on
data to drive their top business imperatives
14
Informatica Value Proposition

Increase Value Of Data by Enabling Top Business Imperatives And Reduce IT Costs
TRANSACTIONS
DESKTOPS
ON-PREMISE
CLOUD
MOBILE
INTERACTIONS
15
The Informatica Platform
16
17
Informatica Value Proposition

Comprehensive, Unified & Open
TRANSACTIONS
DESKTOPS
ON-PREMISE
CLOUD
MOBILE
INTERACTIONS
18
The Growing Challenge: BIG DATA

Expanding the Frontiers of Data Integration
Social Data
Interactional
Relational Data
Transactional
Source: An IDC White Paper - sponsored by EMC. As the Economy Contracts, the Digital Universe Expands.
19
Big Data
Confluence of Big Transaction, Big Interaction and Big Data Processing
Big Transaction Data

Online Transaction
Processing (OLTP)
Oracle
DB2
Ingres
Informix
Sysbase
SQL Server
Big Interaction Data
Online Analytical
Processing (OLAP) &
DW Appliances
Teradata
Redbrick
EssBase
Sybase IQ
Netezza
Exadata
Social Media Data
HANA
Greenplum
DataAllegro
Asterdata
Vertica
Paraccel
Facebook
Twitter
Linkedin
Youtube
Other Interaction Data

Clickstream
image/Text
Scientific
Genomoic/pharma
Medical
Cloud
Salesforce.com
Concur
Google App Engine
Amazon
Medical/Device
Sensors/meters
RFID tags
CDR/mobile
Big Data Processing
20
Barriers to Becoming Data Driven
BI
Application
CUSTOMER
ORDER PRODUCT
CUSTOMER
INVOICE PRODUCT
Customer
Service Portal
Data is not
timely
Sales
Automation
Application
PRODUCT
CUSTOMER
ORDER INVOICE
ORDER INVOICE
CUSTOMER
ORDER PRODUCT
21
BI
Application
CUSTOMER
ORDER PRODUCT
CUSTOMER
INVOICE PRODUCT
Customer
Service Portal
Data is not
timely
Data is not
trustworthy
Sales
Automation
Application
PRODUCT
CUSTOMER
ORDER INVOICE
ORDER INVOICE
CUSTOMER
ORDER PRODUCT
22
BI
Application
CUSTOMER
ORDER PRODUCT
CUSTOMER
INVOICE PRODUCT
Customer
Service Portal
Data is not
timely
Data is not
trustworthy
Data is not
relevant
Sales
Automation
Application
PRODUCT
CUSTOMER
ORDER INVOICE
ORDER INVOICE
CUSTOMER
ORDER PRODUCT
Business
IT
23
The Informatica Approach

Comprehensive, Unified, Open and Economical platform
Data
Warehouse
Data
Migration
Test Data
Management
& Archiving
Data
Consolidation
Master Data
Management
Data
Synchronization
SWIFT
Cloud Computing
Application
Database
Unstructured
B2B Data
Exchange
NACHA
HIPAA
Partner Data
24
Whats New with Informatica
25
Informatica Delivers Greater Value to Customers

Acquisition of Best-in-Class Products from Adjacent Markets
Recent Acquisitions Since January 2009
Applimation (Jan. 2009) Leader in Application Information Life Cycle Management.
Helping Customers manage their data assets from cradle-to-grave:
Data Archive for storing inactive and rarely accessed data on lower cost storage
medium.
Data Privacy for masking identifying and identity data to remain in compliance with
todays stringent personal information and privacy laws.
Data Subset for creating purpose-built data sets for environment (DEV/QA/SYSTEM)
or functional (CRM/ERP/FINANCE/HR) based testing.
Address Doctor (Mid-2009) Leader in Worldwide Name and Address Validation for Over
200 Countries. Providing Customers with the highest quality name and address content for
name and address standardization and validation.
Agent Logic (Oct. 2009) Leader in Complex Event Processing and Operational
Intelligence. Helping Customers institutionalize event detection patterns and human
analysis patterns into automated opportunistic action and response alerts.
Siperian (Jan. 2010) Leader in Master Data Management. Helping Customers achieve
mastery of a single view of X across all mission critical data domains.
26
Introduction to PowerCenter
Enterprise Data Integration and ETL
27
28
29
30
31
Informatica Platform
Single unified architecture
Provider
Consumer
PowerCenter
Design
Client
XML, Messaging,
and Web Services
Designer
Manage
Workflow
Manager
Monitor
Workflow
Monitor
Portals,
Dashboards,
and Reports
Relational and
Flat Files
Mainframe
and Midrange
Services Framework
Packaged
Applications
Administrator
XML, Messaging,
and Web Services
Packaged
Applications
Repository
Service
Repository
Relational and
Flat Files
Integration
Service
Web
Services
Mainframe
and Midrange
32
Proven Scalability
Threaded Parallel Processing
Provider
Consumer
PowerCenter
Partition Point
Design
Mainframe
and Midrange
Services Framework
Relational and
Flat Files
Provider Thread
Administer
Packaged
Applications
Client
XML, Messaging,
and Web Services
Manage
Monitor
Workflow
Manager
Designer
Workflow
Monitor
Transformation Threads
Consumer Thread
Portals,
Dashboards,
and Reports
XML, Messaging,
and Web Services
Packaged
Applications
Repository
Service
Repository
Relational and
Flat Files
In-memory pipeline
Integration
Service
Web
Services
Mainframe
and Midrange
33
Proven Scalability
Pipeline Parallel Processing
Provider
Provider Thread
Design
Consumer Thread
Monitor
Workflow
Manager
Designer
Provider Thread
Services Framework
Mainframe
and Midrange
Manage
Workflow
Monitor
Portals,
Dashboards,
and Reports
XML, Messaging,
and Web Services
In-memory pipeline
Administrator
Relational and
Flat Files
Client
XML, Messaging,
and Web Services
Packaged
Applications
Consumer
PowerCenter
Consumer Thread
Repository
Service
Packaged
Applications
Repository
Relational and
Flat Files
In-memory pipeline
Integration
Service
Web
Services
Mainframe
and Midrange
34
What will we learn in this chapter?

How to:
1. Launch PowerCenter Designer to start your project
2. Connect to the PowerCenter Repository

3. Import Source and Target Structures
From Relational Tables and Flat Files
4. Create Target Structures
Define Tables and Create them in the Database
35
PowerCenter Client Tools

Designer Used to create mappings that logically
define what is to be done and how. Mappings define
the sources, the targets and the transformations that
you want to perform on the data all through a graphical
drag and drop environment.
Workflow Manager Used to create, schedule and
run workflows. A workflow is a set of instructions that
describes how and when to run tasks related to
extracting, transforming, and loading data.
Workflow Monitor Used to graphically monitor the
status of scheduled and running workflows for each
PowerCenter server. You can view what tasks
succeeded or failed and drill into the execution logs for
each task to get run-time details.
Repository Manager Used to create and administer
the metadata repository. You can create users and
groups and assign privileges and permissions to them
and create folders to contain the metadata.
36
Single unified architecture
Provider
Consumer
PowerCenter
Design
Client
XML, Messaging,
and Web Services
Designer
Manage
Workflow
Manager
Monitor
Workflow
Monitor
Portals,
Dashboards,
and Reports
Relational and
Flat Files
Mainframe
and Midrange
Services Framework
Packaged
Applications
Administrator
XML, Messaging,
and Web Services
Packaged
Applications
Repository
Service
Repository
Relational and
Flat Files
Integration
Service
Web
Services
Mainframe
and Midrange
37
Sub-Tools within Designer

Source Analyzer - Used to Import or create source
definitions.
Warehouse Designer - Used to Import or create

target definitions.
Transformation Designer - Used to create reusable
transformations
Mapplet Designer - Used to create reusable groups of

transformations
Mapping Designer - Used to create mappings to

extract, transform and load data.
38
Source Analyzer
Integrated. Key component of PowerCenter Designer, Source
Analyzer offers universal data access in a single unified platform
Consistent. A single consistent method to access and manage
any data source regardless of type or location
Visual. Simple graphical interface for importing and creating source
definitions for any of the data sources supported by PowerCenter
39
Target Designer
Integrated. Key component of PowerCenter Designer, Target
Analyzer offers universal data access in a single unified platform
Consistent. A single consistent method to access and manage
any data target regardless of type or location
Visual. Simple graphical interface for importing target definitions for
any of the data types supported by PowerCenter
Extensible. Can create target definitions, executable DDLs, and
even create new tables in the warehouse
40
Tutorial Lesson 1
15 min
5 min for Lab and 10 min Break
Creating Users and Groups

Creating a Folder in the PowerCenter Repository
Creating Source Tables:
Pre Requisite - Create the demo source tables.
41
Lesson 2
Creating Source Definitions

Creating Target Definitions and Target Tables
42
Lab 2: Step-by-step Overview

1. Launch the Designer
2. Log into the repository
3. Import relational source structure
4. Import flat file source structure
5. Create a relational target structure and build it in the
relational instance
43
Using Designer
Double-Click to Launch Designer
44
Using Designer
1. Right-click the Workshop repository

2. Select Connect to open
45
Using Designer
1. Enter Username: Administrator

2. Enter Password: Administrator
46
Using Designer
1. Right-click the MappingLab

folder
2. Select Open to open
This is where most of our work will
be done
47
Using Designer
We should now be in the Source Analyzer
1. Make sure you see Source Analyzer at the

top left hand part of the gray work area
48
Using Designer
Import a relational source

1. From the menu bar select Sources
Import from Database
49
Using Designer
In the Import Tables dialog,

choose the ODBC
connection for the data
source where the source
tables reside
Note Informatica only uses ODBC to import the

metadata structures into PowerCenter.
1. Click the ODBC data

source drop-down box
2. Select the data source
called source
50
Using Designer
1.
2.
3.
4.
Enter Username: pc_user

The Owner name will self populate
Enter Password: pc_user
Press Connect
51
Using Designer
1. Open up the directory tree under Select tables

2. select table CUSTOMERS
3. Press OK
52
Using Designer
1. Verify the source

metadata structure for
the CUSTOMERS and
GOOD_CUST_STG
tables
Next, we will import our flat
file source structure
53
Using Designer
1. From the menu bar and select Sources

Import from File
54
Using Designer
1. Navigate to the C:\PowerCenter Workshop directory

2. Select the TRANSACTIONS.dat file
55
Using Designer
1. Select the Import field
names from the first
line check box this
tells PowerCenter to start
importing from the second
line (Note Start Import at
Row: has changed to 2)
2. Keep the remaining
defaults (the flat file
source Delimited not
Fixed Width)
3. Press Next
The flat file wizard is now displayed
which allows us to parse through our flat
file source.
56
Using Designer
1. Keep the defaults (the flat

file is comma delimited)
2. Press Next
Look around this page. Notice you can
account for multiple delimiters, consecutive
delimiters and quotes around data.
57
Using Designer
Earlier we told PowerCenter to
use the first line of the original flat
file for the column names. Note
that the columns are now named
for us. Review the other options
on this page.
1. Press Finish
58
Using Designer
Congratulations!
You just successfully imported one flat file and
two relational source structures.
59
Using Designer
Select the Target Designer to bring in our

target structures
1. Select the second icon on the shortcut line
60
Using Designer
Notice when you select the Target designer, the

menu options change. One now says Targets
1. Select Targets and choose the Import from
Database option
61
Using Designer
The target structures are in the target instance of the

database
1. Select the target ODBC data source named target
62
Using Designer
1.
2.
3.
4.
Enter Username: target

The Owner name will self populate
Enter Password: target
Press Connect
63
Using Designer
CUSTOMER_NONAME will capture all of our

records that do not have an associated customer
name. GOOD_CUSTOMERS will capture all
clean records to be loaded into our Data
Warehouse.
1. Expand the directory tree

2. Select CUSTOMER_NONAME
and GOOD_CUSTOMERS
3. Select OK
64
Using Designer
Build a date table

Select Targets Create
One of the objectives of our Data Warehouse is to allow
end users to drill into a customer name and determine
the date that the customer has purchased their items.
65
Using Designer
Select the database type

1. Click the drop-down box and choose
Oracle for the database type
66
Using Designer
1. Enter CUSTOMER_DATES as the name

for the target table
2. Press Create
67
Using Designer
A new table should appear in the workspace

behind the pop up menu
1. Select Done to close the Create Target
Table dialog
68
Using Designer
Edit the table - CUSTOMER_DATES
1. Double-click the CUSTOMER_DATES table
69
Using Designer
The properties for the CUSTOMER_DATES table is displayed
70
Using Designer
1. Select the Columns tab
71
Using Designer
Add columns to the table

1. Press the Add icon three times to add in
three new columns
72
Using Designer
1. Click NEWFIELD
2. Rename the column CUST_ID
73
Using Designer
1. Click in the Datatype column

drop-down for CUST_ID
2. Select number
74
Using Designer
1. Click in the Key Type drop-down for

CUST_ID to make this field a Primary Key
75
Using Designer
1. Change the second Column

Name to TRANSACTION_ID
2. Change the Datatype of the
TRANSACTION_ID to number.
3. Change the third Column Name
to Date_of_Purchase
4. Change the Datatype of the
Date_of_Purchase column to
date
5. Press OK
76
Using Designer
We now have a metadata target structure in the

PowerCenter Metadata Repository. We will now
build the table in the Oracle target instance.
77
Using Designer
Build the table in the Oracle target instance

1. Select Targets Generate/Execute SQL
78
Using Designer
Connect to the Oracle instance

1. Press Connect
79
Using Designer
1. Press the ODBC data source dropdown menu

2. Select the target database
80
Using Designer
1. Enter the Username target

2. Enter the Password target
3. Press Connect
81
Using Designer
We are now connected to target
Build the CUSTOMER_DATES table

1. Select Selected tables on the radio menu (we only want to build
the CUSTOMER_DATES table)
2. Choose the options above (We know the table doesnt exist but
lets drop the table before we build the new one just in case)
3. Press Generate and execute
82
Using Designer
The table has been successfully built

1. Close the Database Object Generation box
83
Using Designer
The table GOOD_CUST_STG is for staging

good customer records prior to loading them
into the data warehouse. It will be used as
both a target (when we clean the data) and
a source (when we load the clean data into
the warehouse). We can reuse the source
definition to create the target.
With the Target Designer Selected

1. Expand the Sources folder so that GOOD_CUST_STG is visible
2. Drag the GOOD_CUST_STG object from the Sources directory tree
in the navigation pane to the Target Designer Canvas.
84
Using Designer
GOOD_CUST_STG is now setup to be used
as both a source and a target in
PowerCenter. However, while the table
exists in PowerCenter, it does not yet exist in
our target Oracle database. Lets build this
table in our target Oracle database.
85
Using Designer
Build the table in the Oracle target instance

1. Select Targets Generate/Execute SQL
86
Using Designer
Connect to the Oracle instance

1. Press Connect
87
Using Designer
1. Press the ODBC data source dropdown menu

2. Select the target database
88
Using Designer
1. Enter the Username target

2. Enter the Password target
3. Press Connect
89
Using Designer
We are now connected to target
Build the GOOD_CUST_STG table

1. Select Selected tables on the radio menu (we only want to build
the GOOD_CUST_STG table)
2. Choose the options above (We know the table doesnt exist but
lets drop the table before we build the new one just in case)
3. Press Generate and execute
90
Using Designer
The table has been successfully built

1. Close the Database Object Generation box
91
Using Designer
If we look back at the directory
tree in the Navigation Pane, we
will see that we now have three
Sources
TRANSACTIONS (flat file)
CUSTOMERS (relational)
GOOD_CUST_STG (relational)
and four Targets (all relational)
CUSTOMER_DATES
CUSTOMER_NONAME
GOOD_CUSTOMERS
GOOD_CUST_STG
92
Lab 2: Tutorial Lesson 2

15 min
Creating Source Definitions

Creating Target Definitions and Target Tables
93
Lesson 3: Building a Mapping
Creating a Pass-Through Mapping

Creating Sessions and Workflows
Running and Monitoring Workflows
94
What is a mapping?
What are Transformation Objects?
How do we build a mapping?
How do we Join sources together?
How do we separate out records with
missing data?
95
PowerCenter Mapping Designer

A mapping is a logical definition of your Data
Integration process it represents a set of source
and target definitions that are linked by
transformation objects.
The mapping designer is a graphical drag and drop
environment that lets you define the sources, define
the targets and the transformations that you want to
perform on the data
An easy to use GUI environment for creating,
organizing, and maintaining a series of mappings.
96
PowerCenter Transformations
Some examples
Transaction Control
Router
Normalizer
Custom
Transformation
Stored Procedure
Lookup
Update Strategy
Source Qualifier
Sort
Rank
Sequence Generator
Aggregator
Transformations used
in this mapping.
For a detailed
description of these
Transformations and
their function see the
tables in Appendix A
XML Parser
Mapplet
XML Generator
Filter
Expression
JAVA
Joiner
Target Definition
Mapplet Input
Union
Mapplet Output
97
PowerCenter Functions
Some Examples. A more complete

reference can be found in the
Appendix B at the end of this Guide
Summary view of all available functions

Character manipulation (CONCAT, LTRIM, UPPER, )
Datatype Conversion (TO_CHAR, TO_DECIMAL, )
Data matching and parsing (Reg_Match, Soundex, )
Date manipulation (Date_Compare, Get_Date_Part, )
Encryption/Encoding (AES_Encrypt, Compress, MD5, )
Financial Functions (PV, FV, Pmt, Rate, )
Mathematical operations (LOG, POWER, SQRT, Abs, )
Trigonometric Functions (SIN, SINH, COS, TAN, )
Flow Control and Conditional (IIF, DECODE, ERROR, )
Test and Validation (ISNULL, IS_DATE, IS_NUMBER, )
Library of Reusable User Created Functions
Variable Updates (SETVARIABLE, SETMINVARIABLE, )
Available Lookups that may be used
98
In this Scenario
We show how to build mappings with Designer. Mappings
are a logical process that define the structure of data and
how it is changed as it flows from one or more data
sources to target locations. Mappings are the core of the
Informatica data integration tool set. With Informatica
transformations and mappings are reusable and can be
used in multiple different scenarios.
For our first mapping we need to combine two sets of data
for our data warehouse. We also need to separate good
records from bad ones that are missing the customer
name.
99
Sample Step-by-step Overview Scenario

1. Create a new mapping:
2. Join data from two sources CUSTOMERS and

TRANSACTIONS.dat
3. Check to see if the Customer Name is missing
from any of the records
4. Store these records in the CUSTOMER_NONAME
table
5. Write all good records to the staging table
GOOD_CUSTOMERS_STG for loading into the
warehouse
100
How to build a Mapping
1. Select the Mapping Designer icon
101
1. Validate that the Mapping Designer is active
102
1. Select Mappings Create to start building a new mapping
103
1. Rename the mapping m_remove_missing_customers

2. Press OK
104
Add the source TRANSACTIONS to the mapping

1. Expand the + next to source and Flatfile so TRANSACTIONS
and CUSTOMERS are visible (as above)
2. Drag the TRANSACTIONS source into the work area
105
The TRANSACTIONS source is added to the mapping.
106
Add the source CUSTOMERS table to the mapping

1. Click and drag the CUSTOMERS source into the workspace
107
Both TRANSACTIONS and CUSTOMERS are now

added to the mapping.
108
Add the target tables to the mapping.

1. Expand the Targets folder
2. While holding CTRL select the CUSTOMER_NONAME and
GOOD_CUST_STG tables
3. Still holding CTRL, drag them onto the workspace
109
110
1. Collapse the Navigation Pane for now to give us more

work space (Single click-left icon)
2. Collapse the Output Window at the bottom of our screen
(Single Click-right icon)
111
Add a joiner transformation to join the two source files together

1. Single click on the joiner transform
2. Single click in the workspace, the Joiner transformation should appear
112
1. Highlight all of the fields in the TRANSACTION Source Qualifier

transformation (holding SHIFT, click the first field then click the last)
2. Still holding SHIFT, drag the selection to the Joiner Transformation
113
To join the two sources we

need to add the Customer
fields to the Joiner
1. Highlight the fields in the
CUSTOMERS Source
Qualifier transformation
2. Drag them to the Joiner
Next, we need to edit the
Joiner properties
1. Double-click on the
Joiner
114
1. Click Rename
Remember, all of this metadata will be captured in the PowerCenter
Metadata Repository. Since we have the ability to report on the
PowerCenter Metadata Repository, we want the names of our
transformation objects to be meaningful.
115
1. Rename the joiner jnr_many_to_one

2. Click OK
116
Notice that once we have a field in each

source named CUST_ID, it named the
second instance of CUST_ID to CUST_ID1.
1. Click on the Ports tab
117
Add a join condition

1. Click on the Condition tab
2. Click on the Add condition icon
118
A default condition will be displayed. Since we

have two fields with similar names, by default,
the condition will use these to field names.
1. Press OK
119
With the data joined we need to separate good records from those
with missing customer names.
1. Click on the Router Transformation
2. Click on the workspace to add a router to the mapping
120
We want to keep all of the fields from the Joiner except

CUST_ID1, which is the same as CUST_ID.
1. Hold CTRL and select all fields except for CUST_ID1
2. Drag the selected fields to the Router
We need to tell the Router what conditions to check for.
1. Double-click the Router to edit it.
121
Rename the Router

1. Click Rename
2. Type Transformation Name rtr_check_customer_name
3. Click OK
122
1. Select the Groups tab.
123
The Router groups data based on user defined

conditions. All records that meet the Group Filter
Condition are included in the output for that group.
We need to create two groups. One for
records with a customer name and one
records where the name is missing.
1. Click the Add button twice.
124
Rename the Groups

1.
2.
3.
4.
Click on the first Group Name

Rename the group GOOD_CUSTOMER
Click on the second Group Name
Rename the group CUSTOMER_NONAME
Next we need to edit the Group Filter Condition

1. Click the arrow on the first condition to open editor
125
Bad records have a NULL value for the customer

name. If the record is not NULL then it is good.
1. Enter the expression:
NOT ISNULL(CUST_NAME)
2. Click Validate to test your expression
3. Click OK, to close the message window.
4. Click OK, to close the Expression Editor
126
1. Open the Expression Editor for

CUSTOMER_NONAME
127
1. Enter the expression:

ISNULL(CUST_NAME)
2. Click OK
128
1. Press OK
129
The Router appears. Expand the transformation and scroll down

to see the two we created.
130

We need to connect the output
groups to the appropriate table.
1. Expand the Router transform
and scroll until the
GOOD_CUSTOMER group
is visible
2. Select all of the fields (or
ports) under
GOOD_CUSTOMER
3. Drag the selected fields to
the CUST_ID field on the
GOOD_CUST_STG target
Note: When you drag and release, Designer connects the

first field in the set being dragged to the field under the
cursor when the mouse is released, the second with the
second and so on. If your fields are not in matching order
you may need to connect them one at a time.
131
1. Connect the
CUSTOMER_NONAME
group to the
CUSTOMER_NONAME
target table
Both tables should now be

connected
132
Were almost done. A few final details before we finish.
1. Click the disk icon to Save the mapping

2. Click the Toggle Output Window icon to view save
status and other messages
3. Verify the mapping is VALID, if it is not check for
Error messages
4. Finally clean up the workspace. Right-click and
select Arrange All Iconic
133
Congratulations!
You just built your first mapping.
134
Lab 3: 20 min (take 5 min break)

135
Lesson 3: Workflow
Using Workflow Manager and Monitor
136
What will we learn in this section?

1. What is Workflow Manager?
2. How do we build a session task?
3. How do we sequence sessions?
4. How do we execute our mapping?
5. How do we monitor execution with Workflow
Monitor?
137
Workflow Manager and Workflow Monitor
Provider
Consumer
PowerCenter
Design
Client
XML, Messaging,
and Web Services
Designer
Manage
Workflow
Manager
Monitor
Workflow
Monitor
Portals,
Dashboards,
and Reports
Relational and
Flat Files
Mainframe
and Midrange
Services Framework
Packaged
Applications
Administrator
XML, Messaging,
and Web Services
Packaged
Applications
Repository
Service
Repository
Relational and
Flat Files
Integration
Service
Web
Services
Mainframe
and Midrange
138
Workflow Tasks
Workflow Tasks
Description
Assignment
Assigns a value to a workflow variable
Command
Specifies a shell command to run during the workflow.
Control
Stops or aborts the workflow.
Decision
Specifies a condition to evaluate.
Email
Sends email during the workflow.
Event-Raise
Notifies the Event-Wait task that an event has occurred.
Event-Wait
Waits for an event to occur before executing the next task.
Session
Runs a mapping you create in the Designer.
Timer
Waits for a timed event to trigger.
139
In this Scenario
We will use the Workflow Manager and Workflow Monitor to

build a workflow to execute the mappings we just built. We
will configure our workflow and then monitor the workflow in
the Workflow Monitor. Along the way, we will investigate
the various options in both tool sets.
140
Step-by-step Overview
1. Open the Workflow Manager through Designer
2. Create a session task.
3. Configure the session task to run the mappings we
just built.
4. Investigate the options in the Workflow Manager.
5. Monitor the execution of the session in the
Workflow Monitor.
6. View the run properties and session log in the
Workflow Manager.
141
Working with Data
Launch the Workflow Manager

1. Press the Orange W on the tool bar above
to launch the Workflow Manager
142
Workflow Manager Tools
Create reusable
tasks
Create worklets
Create
workflows
143
Using the Workflow Manager
1. Select the Workflow Designer
144
1. Select the Session

task and drop it in by
clicking on the Workflow Designer
workspace
145
We need to join and remove records with no customer name before

we can load them into the Data Warehouse.
1. Select the mapping m_remove_missing_customers
2. Click OK
146
Keep all the defaults

1. Press OK
147
We need to configure the Session to

connect to the source and target structures
1. Double-click the Session task to open
and edit it
148
1. Select the Mapping tab

2.
Select SQ_TRANSACTIONS (under the

Sources folder on the left)
149
1.
2.
3.
Scroll down under Properties until you see Source file directory
Enter the location C:\PowerCenter Workshop as the Source file
directory
Enter TRANSACTIONS.dat as the Source filename
150
1. Select SQ_CUSTOMERS under Sources on the left

2. Click the drop-down to select the correct Oracle
instance that houses this source table
151
The Relational Connection Browser opens
1. Select the Source connection under Objects (this is the

Oracle instance where the CUSTOMERS table resides)
2. Press OK
152
Configure the target structures

1.
2.
Select CUSTOMER_NONAME from the Targets folder on the left

Click the drop-down box under Value to open the Relational Connction
Browser
153
1. Select Target
2. Press OK
154

Since all of our target
tables exist in the same
place, lets take a
shortcut.
1. Right click in the Value box

2. Select Apply Connection Value To all Instances
to assign this connection value to all target tables
155
1. Review the information for GOOD_CUST_STG

2. Notice Target is already filled in
3. Press OK to close the Session Editor
156

The GOOD_CUST_STG staging table may
have data in it from previous runs. We
want to make sure the only data in the table
is for the current run.
1. Under Properties, scroll down and select the

Truncate target table option
2. Select OK to close the Session Editor
157

Loading the Data Warehouse is a two part process.
The first mapping/session joins the source data,
removes bad records and loads good data into a
staging table. The data still needs to be refined and
loaded into the Data Warehouse. The second
mapping we built does this.
1. Add another Session task to the workspace
158
1. Select the mapping m_build_customer_DW

2. Click OK
159
The new Session is added. We need to sequence the sessions

so they execute in the proper order.
1. Select Link Tasks
2. Click on the left session and drag to the session on the right,
so the sessions are connected.
3. Double-click the new Session (on right) task to edit it
160
1. Select the Mapping tab
161
1. Select SQ_GOOD_CUST_STG under Sources on the left

2. Click the arrow under Value to select the correct Oracle
instance for this source table
162
In the Relational Connection Browser

1. Select the Target connection under Objects why ??
2. Press OK
163
Configure the target structures

1.
2.
Select CUSTOMER_DATES from the Targets folder on the left

Click the arrow under Value to open the Relational Connction Browser
164
1. Select Target
2. Press OK
165

Since all of our target
tables exist in the same
place, lets take a
shortcut.
1. Right click in the Value box

2. Select Apply Connection Value To all Instances
to assign this connection value to all target tables
166
1. Verify GOOD_CUSTOMERS now uses the Target

Connection
167

The Lookup
Transformation also
requires a Connection
Under the Transformations folder in the left navigation pane

1. Verify the lkp_product_description Connection Value
uses Source, if not click the arrow and update
2. Click OK
168

Take a moment to review the
configuration options under
the other session tabs.
1. Review Properties
Properties allow you to specify

log options, recovery strategy,
commit intervals for this
session in the workflow and so
forth. Note in this case the
workflow will continue even if
the mapping fails.
169

1. Review Config Object
The Config Object allows

you to specify a variety of
Advanced, Logging, Error
Handling and Grid related
options. Scroll down to
view the range of options
available.
170

1. Review Components
2. Select OK to close the
Session Editor
In the Components tab,

you can configure presession shell commands,
post-session commands,
email messages if the
session succeeds or fails,
and variable assignments.
171
Save the workflow

1. Click Save under the Repository menu
172
1. Verify the workflow is VALID, if not

scroll up to check for errors
2. Select Workflows Start Workflow
173
Using the Workflow Monitor
Workflow Monitor provides

a variety of views for
monitoring workflows and
sessions. This view shows
the status of running jobs.
1. Notice that the Workflow Monitor is

displayed when you start a workflow
2. Let the task run to completion
174
1. Select the Task View tab
This view allows users to view the tasks

associated with a specific workflow. Note
that in this case our workflow has two
sessions and has been successfully run
several times. Your view may vary
depending on when and how many times
you have run your mapping
175
1. Select the Gantt Chart view

2. Right click on the first session in the
workflow we just ran
3. Select Get Run Properties
176

1. Review the Task Details
2. Note the session Status
3. Note the number of
Source and Target rows
Do the results make sense?
Two tables were joined so we
would expect a lower total
written than read, Correct?
1. Click and expand
Source/Target Statistics
177

1. Review Source/Target Statistics
2. 8 rows were written to CUSTOMER_NONAME Table
but 11 were rejected rows
3. Scroll over and check the Last Error Message for
that target
Looks like Writer execution failed for some reason with

error 8425. Lets take a look at the session log and find out
what the 8425 error is.
1. Select the Get Session Log tab

(Hyperlink on top right)
178
1.
2.
3.
4.
Select Find. . .
Enter the Error Number 8425
Select the radio button for All fields
Select Find Next
179

It seems we have a unique constraint violation. Mostly likely there
are duplicate primary keys in the data. Lets debug.
1. Close out the session

180
In order to debug, lets override writing our

data to the CUSTOMER_NONAME table.
1. Open up our Session Task again
181
1. Select CUSTOMER_NONAME from the Mapping tab

2. Override the Relational Writer
3. Select the drop-down box
182
1. Select File Writer

Notice we can override our target because
PowerCenter separates logical design
from physical bindings. Specifically
mappings do not include connection
information, while workflows do, actual
binding occurs at runtime.
183
1. Under properties Scroll down

to Header Options
2. Click drop-down and select
Output Field Names
3. Select Set File Properties
184
1. Switch the radio button to Delimited

2. Press OK
3. Press OK to exit the Session Editor
185
1. Save the changes we made

2. Verify the workflow is VALID
3. Run the workflow again
186
We were now able to load all 19 rows.

No rows were rejected.
1. Review the output file
187
1. In Windows Explorer navigate to

C:\Informatica\9.0.1\server\infa_shared\TgtFiles
2. Double-click on the customer_noname1.out file
188
As we suspected, we have duplicate Customer IDs

and will have to deal with that in our mapping, but
well save that for another day!
189

Before we finish, we want to verify that our
data loaded into the Data Warehouse.
1. Go to Designer and open the Target Designer

2. Right click on the GOOD_CUSTOMERS target
3. Select Preview Data. . .
190
1.
2.
3.
4.
Verify the ODBC data source is target

Enter Username: target
Enter Password: target
Press Connect
191

Congratulations!!
The Data was
Successfully Loaded!
You just completed
building and loading the
Data Warehouse!
192
Lab 3: 30 min
10 min break
Creating Sessions and Workflows

Running and Monitoring Workflows
193
Lesson 4
194
What will we learn in this section?
How to use a look-up to enrich records with

data from another source?
What is a reusable transformation?
How to use expressions to format data?
How to use aggregate functions to
generate results from a data set?
195
In this Scenario
We will use Designer to build another mapping.
Where the last lab focused on joining raw data
and removing bad records, this lab focuses on
using transformations to convert, enrich, and
reformat the data and, finally, load it into the data
warehouse.
Specifically, we will be working with the good
records that the first mapping loaded into the
staging table.
196
PowerCenter Transformations
Some examples
Transaction Control
Router
Normalizer
Custom
Transformation
Stored Procedure
Lookup
Update Strategy
Source Qualifier
Sort
Rank
Sequence Generator
Aggregator
Transformations we
will use in this lab
XML Parser
Mapplet
XML Generator
Filter
Expression
JAVA
Joiner
Target Definition
Mapplet Input
Union
Mapplet Output
197
1. Create a new mapping called
m_build_customer_DW
2. Get a product description from the PRODUCT table
3. Format customer names and product descriptions

so the first letter is Upper Case
4. For the good data, perform a simple calculation to
determine total revenue
5. Collapse any duplicates
6. Load transaction dates into a table so a reporting
tool can get the date of a specific transaction
198
Starting from the Mapping Designer

1. Select Mappings Create to build a new mapping
199
1. Rename the mapping m_build_customer_DW

2. Press OK
200
Working with Data

Note: This is the source view of
the same staging table we wrote
the good customer data to in the
last lab.
Add the source GOOD_CUST_STG to

the mapping
1. Drag the GOOD_CUST_STG
source into the work area
201
Working with Data
The GOOD_CUST_STG source is added to the mapping
202
Add the target tables to the mapping

1. Expand the Targets folder
2. Select and drag CUSTOMER_NONAME and
GOOD_CUST_STG tables onto the workspace
203

All sources and
targets are now
imported
1. Collapse the
Navigation Pane
for now to give us
more space to
work space
2. Collapse the
Output Window
at the bottom of
our screen
204
Working with Data
The Lookup Transformation will

allow us to pull back the product
description names from our
PRODUCT table. This is required
by the end user so they can see
exactly what products were
purchased by our customers.
Add a Lookup Transformation

1. Click the Lookup Transformation icon
once and single click in the workspace
205
Working with Data
Select the Lookup Table

1. Click on the Import tab
2. Select From Relational Table
206
Working with Data
We have to connect to the database

instance that holds our lookup table.
Note that PowerCenter will NEVER
override database level security.
1. Click on ODBC data source the dropdown box

2. Select the source ODBC connection
207
Working with Data
1. Enter the Username source

2. Enter the Password source
3. Press Connect
208
Working with Data
1. Expand up TABLES folder

2. Select the PRODUCT table
3. Press OK
209
Working with Data
The Lookup Transformation

appears in the workspace.
We will use the Product_ID
from the source to lookup the
data we need
1.
Highlight the
PRODUCT_ID field from
the Source Qualifier
and drag it onto the
white space at the
bottom of the Lookup
210
Working with Data
Open and configure the Lookup Transformation

1. Double-click on the Lookup
211
Working with Data
1. Press Rename
2. Rename the transformation lkp_product_description
3. Press OK
212
Working with Data
Much like the joiner, the lookup transformation requires a condition to be

true for it to pass values. In this case, we want the product ID from the
TRANSACTIONS file to match the product ID in the PRODUCTS table.
Once there is a match, the lookup will return the proper product
description value.
1. Select the Condition tab

2. Click the Add condition button
213
Working with Data
We want to return the Product Description that matches

the Product_ID we passed in. Designer automatically
identified the correct ports to compare for the lookup.
No change is required
1. Click on the Ports tab
214
Working with Data
Select the Return value
1. Check the box in the R column for PRODUCT_DESC

2. Press OK
215
Working with Data
We would like to do some formatting on

our source data. We want the initial
character of our customer names and
product descriptions to be Upper Case
Add an Expression for

formatting data
1. Select the Expression
Transformation
2. Click on the
workspace
216
Working with Data

1. Click and drag all the required fields from the Source Qualifier to
the Expression Transformation (skip the PRODUCT_ID field
since we only need it for the lookup)
217
Working with Data

We need to add the Lookup
output in with the other ports
1. Drag the PRODUCT_DESC
port from Lookup to a blank
line in the Expression
218
Working with Data
Minimize completed transformations

1. Click on the minimize icon for each completed transformation
2. Next, double-click on the Expression Transformation to edit it
219
Working with Data
1. Press Rename
2. Enter exp_format_data
3. Press OK
220
Working with Data
1. Select the Ports tab

2. Add field button twice to add two output ports
3. Select the first field and rename it CUST_NAME_OUT
4. Select the second field and rename it
PRODUCT_DESC_OUT
221
Working with Data
1.
2.
3.
Change the precision to 50 for each new port

De-select the O (output) ports for CUST_NAME and PRODUCT_DESC
(they will be replaced by the new fields)
De-select the I for the new fields (they originate here and have no input)
When the O is selected the expression editor box on the right will
become active
222
Working with Data
1. Select the Expression box area next to the first field

CUST_NAME_OUT (an arrow will appear)
2. Click the arrow to open the Expression Editor
223
Working with Data
Notice the help!!!

Press F1 for more
1.
2.
3.
4.
Edit the Expression

Expand the Character folder
Select the Initcap function
Double-click the function to add it
to the Formula
224
Working with Data
This is a simple expression telling

PowerCenter capitalize the first letter of
the customer first and last name.
1. Edit the Formula so that it matches the one above.

Remember CUST_NAME is the input being
modified, CUST_NAME_OUT is the result
2. Press OK to close the editor
225
Working with Data
Repeat for PRODUCT_DESC_OUT

1. Press the down arrow to open the Expression Editor
226
Working with Data
1. Select the Initcap function

2. Edit the Formula so it matches
the one above
3. Press OK
227
Working with Data

This is how the fields should look now. For
housekeeping purposes, move the fields directly
below the fields with which they correspond.
1. Click the row number at left and use the black arrows
to move the row up or down in the list
228
Working with Data
1. Validate that the Ports are in the proper order

2. Press OK
229
Working with Data
Next we need to format our date. In our flat

file, the date is an 8 character string. We
need to convert that string to a date format so
that it matches the format the target database
(Oracle) is expecting
1. Validate the mapping it should look like this

2. Open the Navigation Pane
230
Working with Data
exp_formatted_date is a
sharable, re-usable
transformation
1. Select the Transformation Developer

2. Expand the Transformations folder in the
left Navigation pane
3. Drag the exp_formatted_date
transformation onto the workspace
4. Double-click the transformation to edit it
231
Working with Data
1. Select the Ports tab

2. Open the Expression Editor for the
formatted_date port
232
Working with Data
1. Review the expression formula

2. Press OK
3. Press OK on the next screen to close
the Edit Transformations window
233
Working with Data

Because this is a reusable transformation, any changes we make
will propagate to every mapping that uses the transformation. We
may want to know what mappings include this transformation before
we change it. To do this we run a dependency report.
1. Right click on the transformation

2. Select Dependencies
234
Working with Data
1. Select any Object Types that should be

included in the report
2. Press OK
235
Working with Data
1. Review the report content. In this

case there are no dependencies.
2. Close the report
236
Working with Data
1. Click and drag the exp_formatted_date

expression to the workspace
237
Working with Data
1. Link the DATEOFTRANSACTION port to the

DATE_IN port on the new Expression
Transformation
2. Add an Aggregator to our mapping
238
Working with Data
We need to calculate the total revenue for each

customer. The Aggregator transformation performs these
types of functions on groups of data. It can also help
collapse records based on a grouping criteria (CUST_ID
in this case), eliminating duplicate sets of results
239
Working with Data

1. Map the output ports from the
two expressions to the
Aggregator transformation
2. Minimize the Expressions
now we are done with them
3. Double-click the Aggregator
to edit the transformation
properties
240
Working with Data
Rename the Aggregator Transformation
1. Click Rename
2. Name the transformation agg_revenue
241
Working with Data
Update port names and build the aggregate

calculation
1.
2.
3.
Select the Ports tab

Remove the _OUT from the CUST_NAME
and PRODUCT_DESC ports
Click Add new port button once
A new port is added to the Aggregator

242
Working with Data
1. Rename NEWFIELD to TOTAL_REVENUE

2. Change the Datatype to Double
3. De-select the I so the Expression Editor
becomes available
4. Click the arrow to open the Expression Editor
243
Working with Data
1. Build the expression shown above

2. Press OK
244
Working with Data
Our calculation computes the total revenue by customer. To

accomplish this, data needs to be grouped by Customer ID
1.
2.
Check the GroupBy box for the CUST_ID port

Press OK
245
Working with Data
We are ready to map the fields

from the aggregator to the
GOOD_CUSTOMERS table
1. Select the relevant ports from the Aggregator

2. Map the selected fields to the matching ports on the
GOOD_CUSTOMERS target table
246
Working with Data
1.
2.
We want to map three of the fields in the

Aggregator to our second target,
CUSTOMER_DATES. The CUST_ID field
will go to both targets.
Select the relevant ports from the Aggregator to map to

CUSTOMER_DATES
Connect the selected fields to the matching ports on the target table
247
Working with Data
Almost done. Lets apply the finishing touches.

1. Save the mapping
2. Verify the mapping is VALID
3. Clean up. Right click anywhere in the
workspace, select Arrange All Iconic
248
Working with Data
Congratulations!
You are now ready to load your
data into the Data Warehouse.
249
Lab 4: 1 hr
250
Using the Debugger
251

What is the Debugger?
How do we use the Debugger?
What are the advantages of using the Debugger?
What are some of the options in the Debugger?
252
In this Scenario
As a developer you want to test the mapping you
built prior to running the data to ensure that the
logic in the mapping will work.
For this lab we will use a pre-built mapping to
review the features of the Debugger
253
1. Open the Debugger lab folder
2. Run the Debugger
3. Configure the Session with the Debugger Wizard
4. Edit Breakpoints
5. Step through the mapping
6. Monitor results
254
Using the Debugger
Open the DebuggerLab

1. Right-click on DebuggerLab folder and select Open
255
Using the Debugger
1. Open the Mapping Designer

2. Expand the Mappings Folder
3. Drag M_DebuggerLab to the Mapping Designer workspace
256
Using the Debugger
Debugger Toolbar
Start Debugger
Show Current Instance
Stop the Debugger
Continue
Next Instance
Break Now
Step to Instance
Edit Breakpoints
257
Using the Debugger
1. Start the Debugger
258
Using the Debugger
1. Review the pre-requisites

2. Press Next
259
Using the Debugger
1. Select the Int_Workshop_Service as

the Integration Service on which to
run the debug session
2. Leave the defaults
3. Click Next
260
Using the Debugger
1. Choose the Source and Target

database connection
2. Leave the default values of Source
and Target
3. Click Next
261
Using the Debugger
Configure Session parameters.

No change.
1. Click Next
262
Using the Debugger
Configure Session parameters.

No change.
1. Click Next
263
Using the Debugger

Do we want to physically load the table or roll back
the data before commit in the debug session?
In this case we just want to test the mapping, not
actually load the data.
Configure Session parameters

1. Check Discard target data
2. Click Finish to start the session
264
Using the Debugger
Lets adjust the tool bars so it is easier to work

with the Debugger.
1. Right click on the tool bar and unselect the
Advanced Transformations tool bar
2. Repeat and select Debugger so the toolbar is
visible
265
Using the Debugger
1. Select Edit Breakpoints to establish

breakpoints to stop the debug session at
specific transformations
266
Using the Debugger
We want to establish a breakpoint at the

Expression Transformation
1. Select the EXPTRANS object
267
Using the Debugger
1. Select the Add button to create a breakpoint at the expression

transformation
2. Under Condition, click the Add box to set the breakpoint rules
3. Edit the rule so that it will stop when CUST_ID = 325
4. Click OK
268
Using the Debugger
1. Notice the Stop Sign Breakpoint set at

EXPTRANS Transformation
269
Debugger
Menu
Using the Debugger
Breakpoint
Output Window
Debugger or
Session Log
Target Instance
Window
Transformation
Instance
Data Window
270
Using the Debugger
Next Instance
From the Debugger Toolbar

1.
2.
3.
Click Next Instance to step into the mapping

Review values and outputs in the debug panes
Continue to step through and monitor changes
See Output
Examine values
271
Using the Debugger
1. Click Next
Instance until 9
records have been
processed.
2. Monitor Output
below
3. Click Stop the
Debugger
272
Using the Debugger
When the Debugger closes, Designer

returns to the normal design view
1. Note the shutdown complete message

in the output window
273
Additional Informatica
Resources
274
Informatica Community
my.informatica.com
275
My.informatica.com Assets
Searchable knowledge base
Online support and service request management
Product documentation and demos
Comprehensive partner sales, support and training tools
Velocity Informaticas implementation methodology
Educational services offerings
Mapping Templates
Link to devnet
Many more
276
Developer Network
devnet.informatica.com
277
Informatica Partner Enablement

Presales and Implementation Roles
278
Welcome to
What is beINFORMed?
Informaticas Partner Home
A variety of online tools and resources to help you sell and deliver
Informatica solutions
Answers your Informatica questions

Available 24 hours 7 days a week
Where is beINFORMed?
URL: http://partners.informatica.com/
279
How to Register ...

http://partners.informatica.com
When you login,

you can change
your password
Log in and Register

Today as a NEW
USER". The system will
lead you through the
application process
280
What does beINFORMed Offer?

Enablement
Become an expert on selling Informatica, positioning Informatica solutions
and implementing Informatica technology. Follow well-defined learning
paths for your role (sales, presales, implementation) to become enabled.
Software
Ensuring that you are successful with the deployment of the Informatica
platform, we offer you internal training and demonstration software.
Resource Center
A one-stop shop for technical, marketing, and sales information around
Informatica's products, solutions and programs.
Manage Sales Leads and Register for Referral Fees

You can always use a little extra help when it comes time to meet with your
customer...we're here to support you.
Marketing Center
Review and participate in joint programs to drive pipeline
281
beINFORMed
What It Looks Like
Increase your
Informatica skills
Request
software
Log your
opportunities
Find resources
Do joint
marketing
282
beINFORMed
Submit and Manage Software Requests
Submit Requests
Track approval
through
fulfillment
283
beINFORMed
Enablement Paths Your Steps to Success
Increase your
selling skills
Understand
solutions
Hone your
technical,
hands-on Skills
Fast,
comprehensive
solution
information
284
beINFORMed
Current Pre-Sales Enablement Paths
Solution Basics
Demos and
Positioning
Support & Awareness
INFORMATICA
Chalktalk eLearnings
Download software
Solution Positioning
Presentations
Topical INFOCenters
Chalktalk eLearnings
Demos / recordings
Solution Starter kits
POC requirements docs

24x7 Support
Solution Webinar series
beINFORMed
SC workshops
VMWare Image
Phone / email support

SC pairing/mentoring
DELIVERY
beINFORMed
285
beINFORMed
Presales Accreditation 2010-2011 Next Steps
Silver Accreditation
Gold Accreditation
Platinum Accreditation
Presales Accreditation on Platform, DI, DQ, MDM and other Informatica Solution Areas
Presentation and Positioning

Expert
Demo and Presentation Expert
POC, Demo and Presentation

Expert
beINFORMed
Solution InfoCenters
Online SC Webinars
eLearnings
Demo Recordings/Scripts
Modular Web-based
consumption
beINFORMed
SC Bootcamps
VMWare-based POC scenarios
POC reviews and validation
POC Shadowing
2010 Manual review process

2011 Automated review
process per solution area

2011 Automated review process
per solution area
DELIVERY
beINFORMed
Alliances Webinar Series
eLearnings
Success Measures
2011 Automated review
process per solution area
286
beINFORMed (From Enablement Page)

Solutions at your finger tips
287
beINFORMed
Comprehensive Resource Center
Find hot
information,
collateral, demos
Search by
category or
solution area
288
beINFORMed
Implementer Enablement Paths Data Quality
Follow the
Initial Steps
Stay in touch,
resolve issues
Identify proper
Education
289
Step 1 QuickStart
6 eLearnings
Quickstart, MetaData Manager, New Features, Unified

Security, Data Analyzer, Real-Time eLearning
Software
Download Software for Training or evaluation purposes
Guides
Installation Guide, Getting Started
Documentation Install Guide, Getting Started Guide, User Guide

Demos
Real-Time Edition, MetaData Manager, Data Masking
290
Step 2 Education
Global Education Services
PowerCenter 8.x - Level 1 Developer
4 day course (Virtual or classroom based) - More Details >>
PowerCenter 8.x - Level 2 Developer
4 day course (Virtual or classroom based) - More Details >>
PowerCenter 8.X+ Administration
4 day course (Virtual or classroom based) More Details >>
Metadata Manager 8.6

3 day course (Virtual or classroom based) More Details >>
291
Step 3 Services
During Projects you can use the following services
Global Customer Support 24 x 7 support
Raise service request via Email / web
Search our knowledge base via http://my.informatica.com
Phone (North America: +1 866 563 6332)
Professional Services
For initial engagements DI experts can be contracted
To compliment your team
Velocity Methodology Available for Partners, Informatica Best
Practices Search with Velocity on beINFORMed
PowerCenter Baseline Architecture
PowerExchange CDC Deployment for Mainframe Systems
Data Migration Jumpstart
292
Step 4 Certification
Global Education Services
Informatica Certified Developer
PowerCenter QuickStart eLearning
PowerCenter 8.X+ Administrator course
PowerCenter Developer 8.x Level I course
PowerCenter Developer 8 Level II course
Three Exams
Informatica Certified Consultant

PowerCenter QuickStart eLearning
PowerCenter 8.X+ Administrator course
PowerCenter Developer 8.x Level I course
PowerCenter Developer 8 Level II
Five Exams
293
beINFORMed
Lead Management Opportunity to Close
Register Leads
Obtain Sales
Support
Collaborate
with Alliances
Log your
opportunities
Report on joint
pipelineReceive
Referral Fees
294
beINFORMed
Joint Marketing Leverage Existing Programs and Content
Find Marketing
Info &
Opportunities
Do joint PR
Download
Programs
In a Box
295
Putting it all together
296
Suggested Naming Conventions

Targets T_TargetName.
Mappings m_MappingName.
Sessions s_MappingName.
Workflows wf_WorkflowName
Transformations (in a mapping) two or three
letter transformation abbreviation followed by name
Expression = exp_ExpressionName
Some Examples. A more complete set of
transformation naming conventions can be found
in the Appendix C at the end of this Guide
297
In this Scenario
You are the regional manager for a series of car
dealerships. Management has asked you to
track the progress of your employees.
Specifically, you need to capture:
Employee name
Name of the dealership they work at
What they have sold
How much they have sold (net revenue)
298
1. Create a new target definition to use in the mapping, and create
a target table based on the new target definition.
2. Create a mapping using the new target definition. You will add
the following transformations to the mapping:
Lookup transformation. Finds the name of the employees, dealerships

they work at, and all products they have sold.
Aggregator transformation. Calculates the net revenue that the

employee has sold.
Expression transformation. Format all employees names and product

descriptions.
3. Create a workflow to run the mapping in the Workflow Manager

4. Monitor the workflow in the Workflow Monitor
299
Step 1: Sources and Targets

1. Open up the MappingLab folder
2. Use the mm_data user (user_id/password:
mm_data/mm_data) to bring in the mm_transactions table
3. Create your own Oracle target in the Target Designer in the
target instance in Oracle
Target should be named T_Employee_Summary
Columns should include:
EMP_NAME (varchar2, length 50, primary key)
PRODUCT_SOLD (varchar2, length 50)
DEALERSHIP (varchar2, length 50)
NET REVENUE (number)
300
Step 2: Mapping
1. Open up Mapping Designer
2. Create a new mapping call it whatever you like
3. Bring in mm_transaction source and T_Employee_Summary target
4. Find dealership name (hint: Use the mm_data user as all dealerships names
are kept in the mm_dealership table)
5. Find product description (hint: Use mm_data user as all product descriptions
are kept in the mm_product table)
6. Find employee name (hint: Use mm_data user as all employees names are
kept in the mm_employees table)
7. Format the employee name and make sure the name is capitalized
8. Format the product description and make sure the initial letters are
capitalized
9. Calculate net revenue (hint: keep it simple, net revenue is revenue cost)
10. Group by Employee_ID to collapse all unique employees
11. Map to target table
301
Step 3: Build the workflow

1. Open Workflow Manager
2. Create a new workflow
3. Use a session task to execute mapping
4. Configure session task
5. Execute mapping
302
Step 4: Monitor workflow

1. Open Workflow Monitor
2. Monitor workflow
3. Debug using session log as necessary
4. Preview data to be sure it worked properly
Hint: To preview data, go to Designer open up

Target Designer right click on
T_Employee_Summary select Preview Data
enter username and password (target/target)
303
Thank You!
304
Appendix A PowerCenter
Transformations
305
Transformation Objects
Transformation
Description
Aggregator
Performs aggregate calculations.
Application Source Qualifier
Represents the rows that the PowerCenter Server reads from an application,
such as an ERP source, when it runs a session.
Custom
Calls a procedure in a shared library or DLL.
Data Masking
Replaces sensitive production data with realistic test data for non-production
environments.
Expression
Calculates a value.
External Procedure
Calls a procedure in a shared library or in the COM layer of Windows.
Filter
Filters data.
HTTP
Connects to an HTTP server to read or update data.
Input
Defines mapplet input rows. Available in the Mapplet Designer.
Java
Executes user logic coded in Java. The byte code for the user logic is stored in
the repository.
Joiner
Joins data from different databases or flat file systems.
Lookup
Looks up values.
Normalizer
Source qualifier for COBOL sources. Can also use in the pipeline to normalize
data from relational or flat file sources.
Output
Defines mapplet output rows. Available in the Mapplet Designer.
Rank
Limits records to a top or bottom range.
306
Transformation Objects
Transformation
Description
Router
Routes data into multiple transformations based on group conditions.
Sequence Generator
Generates primary keys.
Sorter
Sorts data based on a sort key.
Source Qualifier
Represents the rows that the PowerCenter Server reads from a relational or flat file
source when it runs a session.
SQL
Executes SQL queries against a database.
Stored Procedure
Calls a stored procedure.
Transaction Control
Defines commit and rollback transactions.
Union
Merges data from different databases or flat file systems.
Unstructured Data
Transforms data in unstructured and semi-structured formats.
Update Strategy
Determines whether to insert, delete, update, or reject rows.
XML Generator
Reads data from one or more input ports and outputs XML through a single output
port.
XML Parser
Reads XML from one input port and outputs data to one or more output ports.
XML Source Qualifier
Represents the rows that the Integration Service reads from an XML
source when it runs a session.
307
Appendix B PowerCenter Functions
308
Aggregate Functions
Function
Description
AVG
Returns the average of all values in a group.
COUNT
Returns the number of records with non-null value, in a group.
FIRST
Returns the first record in a group.
LAST
Returns the last record in a group.
MAX
Returns the maximum value, or latest date, found in a group.
MEDIAN
Returns the median of all values in a selected port.
MIN
Returns the minimum value, or earliest date, found in a group.
PERCENTILE
Calculates the value that falls at a given percentile in a group of numbers.
STDDEV
Returns the standard deviation for a group.
SUM
Returns the sum of all records in a group.
VARIANCE
Returns the variance of all records in a group.
309
Character Functions
Function
Description
ASCII
In ASCII mode, returns the numeric ASCII value of the first character of the string
passed to the function.
In Unicode mode, returns the numeric Unicode value of the first character of the
string passed to the function.
CHR
Returns the ASCII or Unicode character corresponding to the specified numeric

value.
CHRCODE
In ASCII mode, returns the numeric ASCII value of the first character of the string
passed to the function.
In Unicode mode, returns the numeric Unicode value of the first character of the
string passed to the function.
CONCAT
Concatenates two strings.
INITCAP
Capitalizes the first letter in each word of a string and converts all other letters to
lowercase.
INSTR
Returns the position of a character set in a string, counting from left to right.
310
Character Functions (contd)

Function
Description
LENGTH
Returns the number of characters in a string, including trailing blanks.
LOWER
Converts uppercase string characters to lowercase.
LPAD
Adds a set of blanks or characters to the beginning of a string, to set a string to a

specified length.
LTRIM
Removes blanks or characters from the beginning of a string.
METAPHONE
Encodes characters of the English language alphabet (A-Z). It encodes both uppercase
and lowercase letters in uppercase.
REPLACECHR
Replaces characters in a string with a single character or no character.
REPLACESTR
Replaces characters in a string with a single character, multiple characters, or no

character.
RPAD
Converts a string to a specified length by adding blanks or characters to the end of the
string.
RTRIM
Removes blanks or characters from the end of a string.
SOUNDEX
Works for characters in the English alphabet (A-Z). It uses the first character of the input
string as the first character in the return value and encodes the remaining three unique
consonants as numbers.
SUBSTR
Returns a portion of a string.
UPPER
Converts lowercase string characters to uppercase.
311
Conversion Functions
Function
Description
TO_BIGINT
Converts a string or numeric value to a bigint value.
TO_CHAR
Converts numeric values and dates to text strings.
TO_DATE
Converts a character string to a date datatype in the same format as the character
string.
TO_DECIMAL
Converts any value (except binary) to a decimal.
TO_FLOAT
Converts any value (except binary) to a double-precision floating point number (the
Double datatype).
TO_INTEGER
Converts any value (except binary) to an integer by rounding the decimal portion of a
value.
312
Data Cleansing Functions

Function
Description
GREATEST
Returns the greatest value from a list of input values
IN
Matches input data to a list of values
INSTR
Returns the position of a character set in a string, counting from left to right.
IS_DATE
Returns whether a value is a valid date.
IS_NUMBER
Returns whether a string is a valid number.
IS_SPACES
Returns whether a value consists entirely of spaces.
ISNULL
Returns whether a value is NULL.
LEAST
Returns the smallest value from a list of input values.
LTRIM
Removes blanks or characters from the beginning of a string.
METAPHONE
Encodes characters of the English language alphabet (A-Z). It encodes both

uppercase and lowercase letters in uppercase.
313
Data Cleansing Functions (contd)

Function
Description
REG_EXTRACT
Extracts subpatterns of a regular expression within an input value
REG_MATCH
Returns whether a value matches a regular expression pattern
REG_REPLACE
Replaces characters in a string with a another character pattern.
REPLACECHR
Replaces characters in a string with a single character or no character
REPLACESTR
Replaces characters in a string with a single character, multiple characters, or no

character.
RTRIM
Removes blanks or characters from the end of a string.
SOUNDEX
Encodes a string value into a four-character string.
SUBSTR
Returns a portion of a string.
TO_BIGINT
Converts a string or numeric value to a bigint value.
TO_CHAR
Converts numeric values and dates to text strings.
TO_DATE
Converts a character string to a date datatype in the same format as the character string.
TO_DECIMAL
Converts any value (except binary) to a decimal.
TO_FLOAT
Converts any value (except binary) to a double-precision floating point number (the
Double datatype).
TO_INTEGER
Converts any value (except binary) to an integer by rounding the decimal portion of a
value.
314
Date Functions
Function
Description
ADD_TO_DATE
Adds a specified amount to one part of a date/time value, and returns a date in
the same format as the specified date.
DATE_COMPARE
Returns a value indicating the earlier of two dates.
DATE_DIFF
Returns the length of time between two dates, measured in the specified
increment (years, months, days, hours, minutes, or seconds).
GET_DATE_PART
Returns the specified part of a date as an integer value, based on the default
date format of MM/DD/YYYY HH24:MI:SS.
IS_DATE
Returns whether a string value is a valid date.
LAST_DAY
Returns the date of the last day of the month for each date in a port.
MAKE_DATE_TIME
Returns the date and time based on the input values
ROUND
Rounds one part of a date.
SET_DATE_PART
Sets one part of a date/time value to a specified value.
TO_CHAR (DATE)
Date/Time datatype. Passes the date values you want to convert to character
strings
TRUNC
Truncates dates to a specific year, month, day, hour, or minute.
315
Encoding Functions
Function
Description
AES_DECRYPT
Returns encrypted data to string format
AES_ENCRYPT
Returns data in encrypted format
COMPRESS
Compresses data using the zlib compression algorithm
CRC32
Returns a 32-bit Cyclic Redundancy Check (CRC32) value
DEC_BASE64
Decodes the value and returns a string with the binary data representation of the data
DECOMPRESS
Decompresses data using the zlib compression algorithm
ENC_BASE64
Encodes data by converting binary data to string data using Multipurpose Internet
Mail Extensions (MIME) encoding
MD5
Calculates the checksum of the input value. The function uses Message-Digest
algorithm 5 (MD5)
316
Financial Functions
Function
Description
FV
Returns the future value of an investment, where you make periodic, constant
payments and the investment earns a constant interest rate
NPER
Returns the number of periods for an investment based on a constant interest rate and
periodic, constant payments
PMT
Returns the payment for a loan based on constant payments and a constant interest
rate
PV
Returns the present value of an investment
RATE
Returns the interest rate earned per period by a security
317
Numeric Functions
Function
Description
ABS
Returns the absolute value of a numeric value.
CEIL
Returns the smallest integer greater than or equal to the specified numeric value.
CONVERT_BASE
Converts a number from one base value to another base value
CUME
Returns a running total of all numeric values.
EXP
Returns e raised to the specified power (exponent), where e=2.71828183.
FLOOR
Returns the largest integer less than or equal to the specified numeric value.
LN
Returns the natural logarithm of a numeric value.
LOG
Returns the logarithm of a numeric value.
MOD
Returns the remainder of a division calculation.
MOVINGAVG
Returns the average (record-by-record) of a specified set of records.
MOVINGSUM
Returns the sum (record-by-record) of a specified set of records.
POWER
Returns a value raised to the specified exponent.
RAND
Returns a random number between 0 and 1
ROUND
Rounds numbers to a specified digit.
SIGN
Notes whether a numeric value is positive, negative, or 0.
SQRT
Returns the square root of a positive numeric value.
TRUNC
Truncates numbers to a specific digit.
318
Scientific Functions
Function
Description
COS
Returns the cosine of a numeric value (expressed in radians).
COSH
Returns the hyperbolic cosine of a numeric value (expressed in radians).
SIN
Returns the sin of a numeric value (expressed in radians).
SINH
Returns the hyperbolic sin of a numeric value (expressed in radians).
TAN
Returns the tangent of a numeric value (expressed in radians).
TANH
Returns the hyperbolic tangent of a numeric value (expressed in radians).
319
Special Functions
Function
Description
ABORT
Stops the session and issues a specified error message.
DECODE
Searches a port for the specified value.
ERROR
Causes the PowerCenter Server to skip a record and issue the specified error message.
IIF
Returns one of two values you specify, based on the results of a condition.
LOOKUP
Searches for a value in a lookup source column.

Informatica recommends using the Lookup transformation.
320
String Functions
Function
Description
CHOOSE
Chooses a string from a list of strings based on a given position.
INDEXOF
Finds the index of a value among a list of values.
REVERSE
Reverses the input string.
321
Test Functions
Function
Description
IS_DATE
Returns whether a value is a valid date..
IS_NUMBER
Returns whether a string is a valid number.
IS_SPACES
Returns whether a value consists entirely of spaces.
ISNULL
Returns whether a value is NULL.
322
Variable Functions
Function
Description
SETCOUNTVARIABLE
Counts the rows evaluated by the function and increments the current value
of a mapping based on the count.
SETMAXVARIABLE
Sets the current value of a mapping variable to the higher of two values:the
current value of the variable or the value specified. Returns the new current
value.
SETMINVARIABLE
Sets the current value of a mapping variable to the lower of two values: the
current value of the variable or the value specified. Returns the new current
value.
SETVARIABLE
Sets the current value of a mapping variable to a value you specify. Returns
the specified value.
SYSTIMESTAMP
Returns the current date and time of the node hosting the Integration Service
with precision to the nanosecond.
323
Appendix C Transformation Naming

Conventions
324
Transformation Naming
Each object in a PowerCenter repository is identified by a unique name.
This allows PowerCenter to efficiently manage and track statistics all
the way down to the object level.
When an object is created, PowerCenter automatically generates a
unique name. These names, however, do not reflect project/repository
specific context. As a best practice Informatica recommends the
following convention for naming PowerCenter objects:
<Object Type Abbreviation>_<Descriptive Name>

Abbreviations are usually 1 3 letters, the minimum needed to easily
identify the object type. For example:
agg_quarterly_total (an aggregator that computes a quarterly totals)
m_load_dw (a mapping that loads the datawarehouse)
exp_string_to_date (an expression that converts a string to a date)
325

Transformation
Suggested Convention
Aggregator
AGG_TransformationName
Application Source Qualifier
ASQ_TransformationName
Custom
CT_TransformationName
Expression
EXP_TransformationName
External Procedure
EXT_TransformationName
Filter
FIL_TransformationName
Joiner
JNR_TransformationName
Lookup
LKP_TransformationName
MQ Source Qualifier
SQ_MQ_TransformationName
Normalizer
NRM_TransformationName
Rank
RNK_TransformationName
326

Transformation
Suggested Convention
Router
RTR_TransformationName
Sequence Generator
SEQ_TransformationName
Sorter
SRT_TransformationName
Stored Procedure
SP_TransformationName
Source Qualifier
SQ_TransformationName
Transaction Control
TC_TransformationName
Union
UN_TransformationName
Update Strategy
UPD_TransformationName
XML Generator
XG_TransformationName
XML Parser
XP_TransformationName
XML Source Qualifier
XSQ_TransformationName
327
Lesson 6: Lab - homework
328

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Informatica PowerCenter

Introduction to Informatica Data Integration Platform

Using the Debugger

Putting It All Together

Review and Q/A

Understand the broad set of data integration challenges

2012 Revenue: $811.6 million

7-year Annual CAGR:

Major SI, ISV, OEM and

Customers: Over 5,000

Direct Presence in 28 Countries

# 1 in Customer Loyalty Rankings

Global Presence & Global Perspective

Proven Technology Leadership

Enterprise Data Integration

Master Data Management

Cloud Data Integration

B2B Data Exchange

Complex Event Processing

Informatica supports the

Informatica received high praise for

In spite of the new entrants,

A Track Record of Continuous Innovation

Data Services 9.5

Dynamic Data Masking

Big Data Integration

DATA INTEGRATION PROJECTS

Platforms & Technologies

Secular Technology Megatrends

Maximize Return on Data

Our Singular Mission

Informatica Value Proposition

The Informatica Platform

Informatica Value Proposition

The Growing Challenge: BIG DATA

Big Transaction Data

Big Interaction Data

Social Media Data

Other Interaction Data

Big Data Processing

Barriers to Becoming Data Driven

Barriers to Becoming Data Driven

Barriers to Becoming Data Driven

The Informatica Approach

Whats New with Informatica

Informatica Delivers Greater Value to Customers

What will we learn in this chapter?

2. Connect to the PowerCenter Repository

From Relational Tables and Flat Files

4. Create Target Structures

Define Tables and Create them in the Database

PowerCenter Client Tools

Sub-Tools within Designer

Warehouse Designer - Used to Import or create

Mapplet Designer - Used to create reusable groups of

Mapping Designer - Used to create mappings to

Creating Users and Groups

Creating Source Definitions

Lab 2: Step-by-step Overview

Double-Click to Launch Designer

1. Right-click the Workshop repository

1. Enter Username: Administrator

1. Right-click the MappingLab