Data Analyzer Administrator Guide

Informatica® PowerCenter®
(Version 8.6)

Informatica PowerCenter Data Analyzer Administrator Guide Version 8.6 June 2008 Copyright © 2001-2008 Informatica Corporation. All rights reserved. Printed in the USA. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable. The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing. Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica Complex Data Exchange and Informatica On Demand Data Replicator are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners. Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright © Sun Microsystems. All rights reserved. Copyright © Aandacht c.v. All rights reserved. Copyright 2007 Isomorphic Software. All rights reserved. This product includes software developed by the Apache Software Foundation (http://www.apache.org/) and other software which is licensed under the Apache License, Version 2.0 (the "License"). You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0. Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved; software copyright, Red Hat Middleware, LLC, all rights reserved; software copyright © 1999-2006 by Bruno Lowagie and Paulo Soares and other software which is licensed under the GNU Lesser General Public License Agreement, which may be found at http://www.gnu.org/licenses/lgpl.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. This product includes software copyright (C) 1996-2006 Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may be found at http://www.gnu.org/software/ kawa/Software-License.html. This product includes software licensed under the terms at http://www.bosrup.com/web/overlib/?License. This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/. This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php). This Software is protected by Patents including US Patents Numbers 6,640,226; 6,789,096; 6,820,077; and 6,823,373 and other Patents Pending. DISCLAIMER: Informatica Corporation provides this documentation “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of noninfringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice.

Part Number: DA-ADG-86000-0001

Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Chapter 1: Data Analyzer Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Data Analyzer Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Main Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Supporting Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Data Analyzer Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Using Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Configuring Session Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Data Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Data Lineage for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Data Lineage for a Metric or Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Localization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Data Analyzer Display Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Language Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Setting the Default Expression for Metrics and Attributes . . . . . . . . . . . . . . . . . . . . . . . . . 8 Date and Number Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Exporting Reports with Japanese Fonts to PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Managing Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Restricting User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Setting Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Authentication Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 User Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Managing Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Editing a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Editing a User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Adding Data Restrictions to a User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3: Setting Permissions and Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Setting Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
iii

. . . . . . . . . . . . . 36 Viewing Task Properties . . . . . . . . . . . . . . . . . . . . . . . . . Create an Event-Based Schedule . . . . . 33 Editing Access Permissions for an Event-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Removing a Time-Based Schedule . . . . . . . . . . 29 Monitoring a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Restricting Data Access by Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Using the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Overview . . . . . . . . . . 29 Stopping a Schedule . . . . . . . . . 17 Restricting Data Access by User or Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Step 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Viewing Task Properties . . . 22 Managing Time-Based Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Understanding Data Restrictions for Multiple Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Navigating the Calendar . . . . . . . . . . .Restricting Data Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Editing an Event-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Starting a Time-Based Schedule Immediately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Viewing Attached Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Removing a Report from a Time-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Defining a Business Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Step 1. . . . . . . . 34 Viewing or Clearing an Event-Based Schedule History . . . . . . . . . 36 iv Table of Contents . . . . . . . . 33 Managing Event-Based Schedules . . . . . . . . . . . . . . . . . . . . . . . 16 Using Global Variables . . . . 34 Stopping an Event-Based Schedule Immediately . . . . . . . . . . . . . . . . . . . . 25 Attaching Reports to a Time-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Editing a Time-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Managing Reports in a Time-Based Schedule . . . . . . . . . . . 23 Editing Access Permissions for a Time-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Stopping a Time-Based Schedule Immediately . . . . . . . . . . Use the PowerCenter Integration Utility in PowerCenter . . . . . . . . . . . . . . . . . . . . . . 21 Creating a Time-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Disabling a Time-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Starting an Event-Based Schedule Immediately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Viewing or Clearing a Time-Based Schedule History . . . . . . 35 Managing Reports in an Event-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Viewing Attached Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Chapter 5: Managing Event-Based Schedules . . . . . . . . . . . . . . 31 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Viewing or Clearing a Task History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Chapter 4: Managing Time-Based Schedules . 29 Defining a Holiday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Updating Reports When a PowerCenter Session Completes . . . . . . . . . . . . . . . . 35 Removing an Event-Based Schedule . . . . . . . . . 35 Disabling an Event-Based Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Chapter 6: Exporting Objects from the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Importing a Group Security Profile . . . . . . 45 Exporting a Group Security Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Exporting a Dashboard . . . . 49 XML Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Overview . . . . . . . . . . . . . . . . . . 62 Chapter 8: Using the Import Export Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Steps for Importing a Report . . . . . . . . . . . . . . . . . . . . . . . 53 Importing a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Importing a Time Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Exporting a Schema . . . . . . . . . 56 Importing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 v . . . 45 Exporting a Schedule . . . . . . . . . . . . 60 Importing a Schedule . . . . . . . . . . . . . . . . 70 Using SSL with the Import Export Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Importing a User Security Profile . . . . . . . . . . . . . . . . . . . . 50 Importing a Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Attaching Imported Cached Reports to an Event-Based Schedule . . . 70 Importing a Large Number of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Importing a Global Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Chapter 7: Importing Objects to the Repository . . . . . . . . . . . . . . . . . . 42 Exporting a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Importing Reports from Public or Personal Folders . . . . . . 57 Importing a Security Profile . . . . . . . . . . . . . . . . . . . . 65 Overview . . . . . . 50 Importing Objects from a Previous Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Exporting Metric Definitions Only . . . . . . . 40 Exporting Metrics and Associated Schema Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Object Permissions . . . . . . . . . . . . . . .Viewing or Clearing a Report History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Exporting a Security Profile . . . . . 36 Removing a Report from an Event-Based Schedule . . . . 40 Exporting a Time Dimension . . . . . . . . . . . . . . . . . . . . 42 Exporting a Global Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Troubleshooting . . . . . . . . . . . . . . . . . . 39 Overview . . 45 Exporting a User Security Profile . . . . . . . . . . . . 61 Troubleshooting . . . 65 Running the Import Export Utility . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Using a Predefined Color Scheme . . . . . . . . . . . . . . . . . . . . . 74 Editing a Predefined Color Scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Configuring and Viewing the Activity Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Using the Data Analyzer Administrative Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Overview . . . . . . . 86 Setting Query Rules at the Report Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Setting Query Rules at the User Level . . . . . . . . . . . . . . . . . . . . 88 Configuring Report Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Creating a Color Scheme . . . . . . . . . . . . . 90 Configuring Display Settings for Groups and Users . . . . . . . . . . . . . . . . . . . . . 99 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Viewing the User Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Chapter 11: Performance Tuning. . 81 Managing Delivery Settings. . . . 94 Step 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Setting Rules for Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add the Data Source to a Data Connector . . . . . . . . . . . . . . . . . . . . . . . . 77 Assigning a Color Scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Configuring Report Table Scroll Bars. . . . . . . . . . . . . 85 Setting Query Rules at the System Level . . . . . . . . . . . . Add the Administrative Reports to Schedules . . . . . . . . . . . . . . . . . . Import the Data Analyzer Administrative Reports .Chapter 9: Managing System Settings . . 78 Managing Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Specifying Contact Information . . . . . . . . . . 100 vi Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Administrator’s Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Configuring the Mail Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Chapter 10: Working with Data Analyzer Administrative Reports . 73 Managing Color Schemes and Logos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Selecting a Default Color Scheme . . . . . . . . . . . . . . . . . 95 Step 4. 83 Configuring SMS/Text Messaging and Mobile Carriers . . . Set Up a Data Source for the Data Analyzer Repository . . . . 85 Setting Query Rules at the Group Level . . . . . 94 Step 2. . . . . . . . 81 Managing LDAP Settings . . . . . 83 Configuring the External URL . . . . 84 Viewing System Information . . . 93 Data Analyzer Administrative Reports Folder . . . . . . . . . . . . . . . . . . . 95 Step 3. 80 Configuring the JDBC Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Setting Up the Data Analyzer Administrative Reports . . . . . . . . . . . . . . . . . . . . . . . . . 79 Configuring the System Log . . . . . 73 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 88 Configuring Departments and Categories . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 HP-UX . . . . . . . . . . 101 Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Windows . . . 121 HTML Hexadecimal Color Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Application Server . . . . . . . 113 Indicators in Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Recommendations for Dashboard Design . . . . . . 118 Setting the UI Configuration Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Overview . . . . . . . . . 113 Scheduler and User-Based Security . . . . 117 Using the Data Analyzer API Single Sign-On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Chart Legends . . . . . . . . . . . . . . . . . . . . . 101 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .IBM DB2 . . . . . . . . . . . . . . . . . . . . . 111 Aggregation . . . . . . . . . . . . . . . . . . 107 Repository Database Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Interactive Charts . . . . . . . . . 118 Default UI Configuration . . 115 Server Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Frequency of Schedule Runs . . . 102 Solaris . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Purging of Activity Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Date Columns . . . . 106 Servlet/JSP Container . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Configuration Settings . . . . . . . . 101 Microsoft SQL Server 2000 . . . . . . . 103 AIX . . . . . . . . . . . . 121 Table of Contents vii . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 JSP Optimization . . . . . . . . . . . . . . . . . . . . . 119 Appendix A: Hexadecimal Color Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Data Analyzer Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Chapter 12: Customizing the Data Analyzer Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 JavaScript on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Number of Charts in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Row Limit for SQL Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Connection Pool Size for the Data Source . . . . . . 117 Using the Data Analyzer URL API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Datatype of Table Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 EJB Container . . . . . . . . . . . . . . . . . . . 111 Ranked Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Setting Up Color Schemes and Logos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 UI Configuration Parameter in Data Analyzer URL .

. . . . . . . . . . . . . . . . . 138 Configuring the Eviction Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Appendix B: Configuration Files . . . . . . . . . . . . . . . . . .xml . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Modifying the Configuration Files . . . . . . . . . . . . . . . . . . . . . . 129 Properties in DataAnalyzer. . . . . . . .xml . . . . . . . . . . . . . . . . . .properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Properties in infa-cache-service. . . . . . . . . . . . . . . 143 viii Table of Contents . . . . . . . . . . . . . . . . . . . . . . . 141 Index . . . . . . . . . . . . . . . . . 137 Configuring the Lock Acquisition Timeout . . . . . . . . . . . . . . . . 139 Properties in web. . . . . . . . . . . . . . . . . . . . . .

and implementation services.informatica. Informatica Web Site You can access the Informatica corporate web site at http://www. its background. and web technology. The site contains information about Informatica. ix .informatica. and access to the Informatica user community. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products.com. training and education.informatica. you can access the Informatica Knowledge Base at http://my. contact the Informatica Documentation team through email at infa_documentation@informatica. user group information. The Data Analyzer Administrator Guide is written for system administrators. and sales offices. Informatica Resources Informatica Customer Portal As an Informatica customer. The site contains product information. technical white papers. you can access the Informatica Customer Portal site at http://my. Informatica Knowledge Base As an Informatica customer. Informatica Documentation The Informatica Documentation team takes every effort to create accurate. SQL. You can also find answers to frequently asked questions. including managing user access and report schedules and exporting and importing objects in a Data Analyzer repository. Informatica Documentation Center. It also discusses performance tuning and server clusters. We will use your feedback to improve our documentation. newsletters. upcoming events. access to the Informatica customer support case management system (ATLAS). It assumes that you have knowledge of relational databases. usable documentation.com. Let us know if we can contact you regarding your comments.com.Preface The Data Analyzer Administrator Guide provides information on administering Data Analyzer. The services area of the site includes important information about technical support. or ideas about this documentation. You will also find product and partner information. comments. If you have questions.com. the Informatica Knowledge Base. and technical tips.

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When you set up an operational schema in Data Analyzer. or create and run custom reports. 1 Data Analyzer Framework. Each schema must contain all the metrics and attributes that you want to analyze together. ♦ ♦ Data Analyzer supports the Java Message Service (JMS) protocol to access real-time messages as data sources. Data Analyzer uses the familiar web browser interface to make it easy for a user to view and analyze business information at any level. 5 Localization. or other data storage models. You can create a Reporting Service in the PowerCenter Administration Console. With Data Analyzer. Use the operational schema to analyze data in relational database tables that do not conform to the dimensional data model. you create a Data Analyzer real-time message stream 1 . operational data store. you can extract. and define the relationship among the tables. you define the tables in the schema. Hierarchical schema. When you set up an analytic schema in Data Analyzer. Based on an operational data store in a relational database. you define the fact and dimension tables and the metrics and attributes in the star schema. Metadata Manager Reports. Data Profiling Reports. 2 Data Analyzer Basics. Data Analyzer uses the characteristics of a dimensional data warehouse model to assist you to analyze data. The Reporting Service is the application service that runs the Data Analyzer application in a PowerCenter domain. 5 Data Lineage. Operational schema. A hierarchical schema contains attributes and metrics from an XML document on a web server or an XML document returned by a web service operation. You can use Data Analyzer to run PowerCenter Repository Reports. 4 Security. and analyze corporate information from data stored in a data warehouse. Based on data in an XML document.CHAPTER 1 Data Analyzer Overview This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ Introduction. 7 Introduction PowerCenter Data Analyzer provides a framework for performing business analytics on corporate data. To display real-time data in a Data Analyzer real-time report. see the PowerCenter Administrator Guide. Data Analyzer works with the following data models: ♦ Analytic schema. format. Based on a dimensional data warehouse in a relational database. filter. For more information about the Reporting Service. Identify which tables contain the metrics and attributes for the schema.

In Data Analyzer. reports. Data Analyzer uses the following Java technology: ♦ ♦ ♦ Java Servlet API JavaServer Pages (JSP) Enterprise Java Beans (EJB) 2 Chapter 1: Data Analyzer Overview . It includes components and services that may already exist in an enterprise infrastructure. and view the results on the web browser. user profiles. and other objects in the Data Analyzer repository. Data Analyzer uses the application server to handle requests from the web browser. Note: If you create a Reporting Service for another reporting source. Data Analyzer Framework Data Analyzer works within a web-based framework that requires the interaction of several components. and system resources. The Java application server provides services such as database access and server load balancing to Data Analyzer. network. The Java Application Server also provides an environment that uses Java technology to manage application. The data for a hierarchical schema resides in a web service or XML document.with the details of the metrics and attributes to include in the report. and how to present the report. queries. The Data Analyzer repository must reside in a relational database. metrics and attributes. you need to import the metadata for the data source manually. Data Analyzer stores metadata in a repository database to keep track of the processes and objects it needs to handle web browser requests. Data Analyzer uses the metadata in the Data Analyzer repository to determine the location from which to retrieve the data for the report. Application Server JBoss Application Server helps the Data Analyzer Application Server manage its processes efficiently. Data Analyzer updates the report when it reads JMS messages. Main Components Data Analyzer is built on JBoss Application Server and uses related technology and application programming interfaces (API) to accomplish its tasks. Data Analyzer stores metadata for schemas. such as an enterprise data warehouse and authentication server. create reports. you need to specify the Data Analyzer repository details. The Reporting Service configures the Data Analyzer repository with the metadata corresponding to the selected data source. JBoss Application Server is a Java 2 Enterprise Edition (J2EE)compliant application server. you do not need to install a separate web server. you can read data from a data source. Web Server Data Analyzer uses an HTTP server to fetch and transmit Data Analyzer pages to web browsers. If the application server contains a web server. You need a separate web server to set up a proxy server to enable external users to access Data Analyzer through a firewall. Data Analyzer Data Analyzer is a Java application that provides a web-based platform for the development and delivery of business analytics. When you create a Reporting Service. The data for an analytic or operational schema must also reside in a relational database. When you run reports for any data source. It generates the requested contents and uses the application server to transmit the content back to the web browser.

Data Analyzer reads data from a relational database. reports and report delivery. the Service Manager stores the users and groups in the domain configuration database and notifies the Reporting Service. You launch Data Analyzer from the Administration Console. Data Analyzer connects to the repository with JDBC drivers. The XML document can reside on a web server. Forward reports through email. Data Source For analytic and operational schemas. The metadata includes information on schemas. Supporting Components Data Analyzer has other components to support its processes. Data Analyzer Framework 3 . It connects to the database through JDBC drivers. Mail Server Data Analyzer uses Simple Mail Transfer Protocol (SMTP) to provide access to the enterprise mail server and facilitate the following services: ♦ ♦ Send report alert notification and SMS/Text Messages to alert devices. the Administration Console starts Data Analyzer. You can only modify the user settings such as the user name or the contact details in Data Analyzer. For more information about authentication methods. or Metadata Manager Reports. Data Analyzer reads data from an XML document. Although you can use Data Analyzer without these components. or it can be generated by a web service operation. You can create reports based on the schemas without accessing the data warehouse directly. For hierarchical schemas.♦ ♦ ♦ Java Database Connectivity (JDBC) Java Message Service (JMS) Java Naming and Directory Interface (JNDI) Data Analyzer Repository The repository stores the metadata necessary for Data Analyzer to track the objects and processes that it requires to effectively handle user requests. When you enable the Reporting Service. or by accessing the Data Analyzer URL from a browser. Data Analyzer connects to the XML document or web service through an HTTP connection. or change user passwords in Data Analyzer. PowerCenter You create and enable a Reporting Service on the Domain page of the PowerCenter Administration Console. user profiles. you can extend the power of Data Analyzer when you set it up to work with these additional components. including an API that allows you to integrate Data Analyzer features into other web applications and security adapters that allow you to use an LDAP server for authentication. personalization. Note: You cannot create or delete users and groups. You log in to Data Analyzer to create and run reports on data in a relational database or to run PowerCenter Repository Reports. see the PowerCenter Administrator Guide. Authentication Server You use PowerCenter authentication methods to authenticate users logging in to Data Analyzer. or Metadata Manager. The Reporting Service copies the users and groups to the Data Analyzer repository. and other objects and processes. PowerCenter Client tools. Data Analyzer Data Profiling Reports. When you use the Administration Console to create native users and groups.

Create analytic workflows to analyze the data. 7. or XML documents. Define the fact and dimension tables for an analytic schema. Define the metrics and attributes in the schemas. Set up schedules to run reports regularly. Define the data source. 2. set up a time dimension. complete the following steps: 1. The system administrator can change the session timeout period by editing the value of the session-timeout property in the web. and other objects and display them in any web application or portal. The API specifies the functions available to developers to access Data Analyzer dashboards. Create and run reports. the session terminates or times out. 6. You can configure Data Analyzer to access more than one data source. Define an analytic. Data Analyzer Basics This section lists the steps you need to complete to access analytic data in Data Analyzer. Create reports based on the metrics and attributes you define. Define the rowsets and columns for web services or XML data sources. 4 Chapter 1: Data Analyzer Overview . Import the table definitions from JDBC data sources or set up rowsets and columns from XML sources.Web Portal The Data Analyzer API enables you to integrate Data Analyzer into other web applications and portals. Import table definitions from the data warehouse or operational data store into the Data Analyzer repository. Create dashboards. Set up alerts on reports based on events and threshold values that you define. 4. 3. To preserve application resources. web service. You need system administrator privileges to define data sources. Create a dashboard and customize it to display the indicators and links to reports and shared documents to which you want immediate access. You need system administrator privileges to define the schemas in Data Analyzer. For more information. 5. Using Data Analyzer When you use Data Analyzer to analyze business information. but you do not use it for 30 minutes. If you set up an analytic schema. Data Analyzer has many more features you can use to analyze and get the most useful information from your corporate data. Set up the connectivity information so that Data Analyzer can access the data warehouse. You can set the session timeout period according to the Data Analyzer usage in your organization. if you log in to Data Analyzer. operational. Set up the data connector. or define a hierarchical schema. reports. Data Analyzer terminates a user session if it does not have any activity for a length of time. Create a data connector to identify which data source to use when you run reports.xml file. see “Configuration Files” on page 129. Create indicators and alerts for the report. You need system administrator privileges to import table definitions or define rowsets. This book presents the tasks that a system administrator typically performs in Data Analyzer. Configuring Session Timeout By default. set up the tables for an operational schema. or hierarchical schema. You need system administrator privileges to set up data connectors.

For more information about the PowerCenter authentication methods. Use data lineage to understand the origin of the data. fields include the following: − Metrics in reports Security 5 . and where it is used. It also provides system administrators a way to control access to Data Analyzer tasks and data based on privileges and roles granted to users and groups. The Metadata Manager server displays the data lineage in an Internet Explorer browser window. You manage users and groups in the PowerCenter Administration Console. You can load objects from multiple Data Analyzer repositories into Metadata Manager. the data structures include the following: − − − − Reports Fact tables Dimension tables Table definitions ♦ Fields. and reports from the following areas in Data Analyzer: Data Analyzer Object Report Metric Access Data Lineage From. You can access data lineage for metrics. Metadata Manager is the PowerCenter metadata management and analysis tool. Find tab Schema Directory > Metrics page Create > Report > Select Metrics page Analyze tab Schema Directory > Attributes page Create > Report > Select Attributes page Analyze tab Attribute Data lineage for a Data Analyzer report. For a Data Analyzer data lineage. or attribute displays one or more of the following objects: ♦ ♦ Data Analyzer repositories. When you access data lineage from Data Analyzer. For a Data Analyzer data lineage. Data Analyzer reads data from the data warehouse and stores data in a repository to support its different components. Data Analyzer connects to a Metadata Manager server. attributes. You cannot use data lineage with the Mozilla Firefox browser. Metadata Manager displays metadata objects for each repository. and metrics. Data Lineage You can access the data lineage for Data Analyzer reports.Security Data Analyzer provides a secure environment in which to perform business analytics. how it transforms. Data Analyzer depends on database servers to provide their own security and data integrity facilities. It supports standard security protocols like Secure Sockets Layer (SSL). In the data lineage.. Fields are objects within data structures that store the metadata. metric.. attributes. Use the PowerCenter Administration Console to configure data lineage for a Reporting Service. Data structures. Data Analyzer uses the PowerCenter authentication methods to authenticate users set up in the PowerCenter domain configuration database. Data structures group metadata into categories. see the PowerCenter Administrator Guide. Security and data integrity in the database servers that contain the data warehouse and the repository are essential for a reliable system environment.

Each field contains the following information: ♦ ♦ ♦ The direction of the arrows in the data lineage shows the direction of the data flow. You cannot display data lineage on the Mozilla Firefox browser. After you access the data lineage. You can export the data lineage to an HTML. you can view details about each object in the data lineage. In this example. see the Metadata Manager User Guide.− − Attributes in reports Columns in tables Note: The Metadata Manager server must be running when you access data lineage from Data Analyzer. You can display data lineage on the Internet Explorer browser. In Figure 1-1. which provides the Country Name attribute for the Sales report. Field Name. or PDF file. the parent for the Country Name field is the Countries dimension table. 6 Chapter 1: Data Analyzer Overview . Figure 1-1 shows the data lineage for a Data Analyzer report: Figure 1-1. You can also email the data lineage to other users. PA5X_RICH_SRC is the repository that contains metadata about the report. the data lineage shows that the COUNTRIES table definition populates the Countries dimension table. Excel. Data Lineage for a Report You can access data lineage for cached and on-demand reports. For more information. For example. COSTS_DATA Parent. Regions Data Analyzer fact table: Costs Data Data Analyzer table definitions: COUNTRIES. Name of the field. In Figure 1-1. the following data structures display in the data lineage: ♦ ♦ ♦ ♦ Data Analyzer report: Sales report Data Analyzer dimension tables: Countries. Data lineage shows the flow of the data displayed in a report. fields are the metrics and attributes in the report. REGIONS. Name of the Data Analyzer repository that contains metadata for the report. Data structure that populates the field. Repository. Data Lineage for a Report Fields Data Structures Repository In Figure 1-1.

Data structures for reports that use the attribute. see the database documentation. The data lineage also shows data structures for reports that use the metric or attribute. you must ensure that the language settings are correct when you complete the following tasks in Data Analyzer: ♦ Back up and restore Data Analyzer repositories. The repositories you back up and restore must have the same language type and locale setting or the repository you restore must be a superset of the repository you Localization 7 .Data Lineage for a Metric or Attribute The data lineage for a metric or attribute is similar to the data lineage for a report. For a metric or attribute. Figure 1-2 show the data lineage for an attribute: Figure 1-2. The attribute name (Brand) appears within the data structure for the report. Language Settings When you store data in multiple languages in a database. Metadata Manager displays the data flow for that metric or attribute only. To avoid data errors. Localization Data Analyzer uses UTF-8 character encoding for displaying in different languages. enable UTF-8 character encoding in the Data Analyzer repository and data warehouse. Data Analyzer Display Language You can change the display language for the Data Analyzer client regardless of the locale of the Data Analyzer server. You must change the display language for the Data Analyzer login page separately in the browser. UTF-8 character encoding is an ASCII-compatible multi-byte Unicode and Universal Character Set (UCS) encoding method. A language setting is a superset of another language setting when it contains all characters encoded in the other language. You change the display language for Data Analyzer in the Manage Accounts tab in Data Analyzer. For more information. see the Data Analyzer User Guide. For more information about how to enable UTF-8 character encoding. Data Lineage for an Attribute The attribute name is the only field that appears in the data lineage.

You can find the Asian Font Package from the following web site: http://www. When Data Analyzer performs date calculations in calculated or custom metrics. When you enter a date in an SQL expression or define a date value for a global variable.com/products/acrobat/acrrasianfontpack. see the Data Analyzer Schema Designer Guide. Data Analyzer uses the format for the repository database language setting. Data Analyzer uses the same expression regardless of the locale of the Data Analyzer server. date. If you want to use a different default expression for a different locale. For example. and time formats Data Analyzer displays. if the repository you back up contains Japanese data. When you import an exported repository object. Date and Number Formats The language setting for your Data Analyzer user account determines the numeric. ♦ Setting the Default Expression for Metrics and Attributes When you set the default expression for metrics and attributes. Save the Asian Font Package on the machine where you want to view the PDF file. For more information. you must download the Asian Font Package from the Adobe Acrobat web site to view the PDF file. When you import data warehouse table definitions into the Data Analyzer repository. Import table definitions from the data source. the repository you restore to must also support Japanese.adobe. the repositories must have the same language type and locale setting or the destination repository must be a superset of the source repository. the language type and locale settings of the data warehouse and the Data Analyzer repository must be the same or the repository must be a superset of the data source.html 8 Chapter 1: Data Analyzer Overview . enter the date in the same format used in the data warehouse. ♦ Import and export repository objects.back up. you must change the default expression in the metric or attribute property. Exporting Reports with Japanese Fonts to PDF Files If a report contains Japanese fonts and you export the report to a PDF file.

Setting Permissions You can set permissions to determine the tasks that users can perform on a repository object. and roles in the domain configuration database. Use the Security page of the PowerCenter Administration Console to create users. 9 Managing Groups. groups. see the PowerCenter Administrator Guide. and roles for a Data Analyzer.You can modify some user and group properties in Data Analyzer. To secure information in the repository and data sources. and roles. Users can perform different tasks based on their privileges. groups. 11 Overview You create users. PowerCenter stores the users. You set access permissions in Data Analyzer. A user must have an active account to perform tasks and access data in Data Analyzer. Data Analyzer allows login access only to individuals with user accounts in Data Analyzer. Restricting User Access You can limit user access to Data Analyzer to secure information in the repository and data sources. You assign privileges to users. groups. Authentication Methods The way you manage users and groups depends on the authentication method you are using: ♦ Native. Users in Data Analyzer need their own accounts to perform tasks and access data. 10 Managing Users. For more information about creating users. You create and manage users. You can edit some user and group properties in Data Analyzer. and roles in the PowerCenter domain configuration database. Users can perform different tasks based on their privileges. and roles in the PowerCenter Administration Console. groups and roles in the Security page of the PowerCenter Administration Console. groups. 9 .CHAPTER 2 Managing Users and Groups This chapter includes the following topics: ♦ ♦ ♦ Overview. groups.

and permission assignments with the list of users and groups in the Data Analyzer repository. color schemes. You can restrict data access by group. see the PowerCenter Administrator Guide. you can edit some group properties such as department. role. if you edit any property of a user in Data Analyzer. or assign a primary group to users in Data Analyzer. and roles on the Security page of the Administration Console. the Service Manager synchronizes the users in the Data Analyzer repository with the updated LDAP users in the domain configuration database. 2. The Service Manager stores users and groups in the domain configuration database and copies the list of users and groups to the Data Analyzer repository.♦ LDAP authentication. Connect to Data Analyzer from the PowerCenter Administration Console. or query governing settings. you might organize users into groups based on their departments or management level. Click Administration > Access Management > Groups. In Data Analyzer. Editing a Group You can see groups with privileges on a Reporting Service when you launch the Data Analyzer instance created by that Reporting Service. see the PowerCenter Administrator Guide. their organization. In addition. groups. the Service Manager stores the privilege. For more information. Managing Groups Groups allow you to organize users according to their roles in the organization. Similarly. privileges. The Service Manager periodically synchronizes users in the LDAP server with the users in the domain configuration database. The Service Manager periodically synchronizes the list of users and groups in the repository with the users and groups in the domain configuration database. the Service Manager does not synchronize the changes to the Data Analyzer repository. 3. The properties of the group appear. the Service Manager does not synchronize the domain configuration database with the modification. and which privileges and roles are assigned to them in the PowerCenter Administration Console. 10 Chapter 2: Managing Users and Groups . You cannot add users or roles to the group. To edit a group in Data Analyzer: 1. You manage the users and groups in the LDAP server but you create and manage the roles and privileges in the PowerCenter Administration Console. When you assign privileges and roles to users and groups for the Reporting Service in the Administration Console or when you assign permissions to users and groups in Data Analyzer. You manage users and groups. Metadata Manager. For example. PowerCenter Client tools. The Groups page appears. User Synchronization You manage users. Select the group you want to edit and click Edit. For more information about authentication methods. or by accessing the Data Analyzer URL from a browser. Note: If you edit any property of a user other than roles or privileges.

For more information. If a user belongs to one or more groups in the same hierarchy level. The Users page appears. Select the user record you want to edit and click on it. Color Scheme Assignment Query Governing 5. Metadata Manager. You can edit a user account in Data Analyzer to change the color scheme. see “Full Name for Data Analyzer Users” on page 12. middle name. For more information about these properties. Data Analyzer displays the list of users that match the search string you specify. see “Configuring Departments and Categories” on page 90. 5. see “Managing Color Schemes and Logos” on page 74. For more information. Middle name of the user. Managing Users 11 . Connect to Data Analyzer from the PowerCenter Administration Console. and assign roles to the user in the PowerCenter Administration Console. Assign a color scheme for the group. To edit a user account in Data Analyzer: 1. Data Analyzer uses the largest query governing settings from each group.4. see “Setting Rules for Queries” on page 85. You cannot assign a group to the user or define a primary group for a user in Data Analyzer. Edit any of the following properties: Property Department Description Choose the department for the group. or by accessing the Data Analyzer URL from a browser. or last name of the user. it does not update the records in the domain configuration database. For more information. Last name of the user. Click OK to return to the Groups page. Editing a User Account You can see users with privileges on a Reporting Service when you launch the Data Analyzer instance created by that Reporting Service. Data Analyzer saves the modification in the Data Analyzer repository. If you edit the first name. You assign privileges to a user. 4. To perform Data Analyzer tasks. add the user to one or more groups. a user must have the appropriate privileges for the Reporting Service. Click Administration > Access Management > Users. The properties of the user appear. When the Service Manager synchronizes with the Data Analyzer repository. Managing Users Each user must have a user account to access Data Analyzer. PowerCenter Client tools. 2. Query governing settings on the Groups page apply to reports that users in the group can run. Edit any of the following properties: Property First Name Middle Name Last Name Description First name of the user. 3. or modify other properties of the account. Enter a search string for the user in the Search field and click Find.

middle. If no color scheme is selected. the full name is separated into first. Data Analyzer uses the default color scheme when the user logs in. Data Analyzer sends the email to this address when it sends an alert notification to the user. You can associate the user with a department to organize users and simplify the process of searching for users. <FirstName> [<MiddleName>] Any full name that contains a comma is converted to use the syntax without a comma: [<FirstName>] [<MiddleName>] <LastName> 3. the full name has the following syntax: [<FirstName>] [<MiddleName>] <LastName> Data Analyzer determines the full name as first. Specify query governing settings for the user. see “Managing Color Schemes and Logos” on page 74. For more information. middle. After the conversion. For more information. Unless users have administrator privileges. Adding Data Restrictions to a User Account You can restrict access to data based on user accounts. Color schemes assigned at user level take precedence over color schemes assigned at group level. see “Restricting Data Access” on page 16. If the full name contains a comma. If the full name has more than three text strings. Data Analyzer uses this as the email for the sender when the user emails reports from Data Analyzer. and last name based on the following rules: 1. they cannot change the color scheme assigned to them. see “Setting Rules for Queries” on page 85.Property Title Email Address Description Describes the function of the user within the organization or within Data Analyzer. any string after the third string is included in the last name. see “Configuring Departments and Categories” on page 90. To add data restrictions to a user account. Department Color Scheme Assignment Query Governing Note: Users can edit some of the properties of their own accounts in the Manage Account tab. Select the color scheme to use when the user logs in to Data Analyzer. Titles do not affect roles or Data Analyzer privileges. there is no middle name. and then click the Data Restrictions button ( ) for the data for which you want to restrict user access. Full Name for Data Analyzer Users Data Analyzer displays the full name property in the PowerCenter domain as the following user account properties: ♦ ♦ ♦ First name Middle name Last name If the full name does not contain a comma. For more information. and last names based on the number of text strings separated by a space: ♦ ♦ If the full name has two text strings. Department for the user. the full name has the following syntax: <LastName>. 2. You cannot edit this information. click Administration > Access Management > Users. The query governing settings on the User page apply to all reports that the user can run. 12 Chapter 2: Managing Users and Groups . For more information.

13 Setting Access Permissions. reports. Write. dashboards. Setting Access Permissions Access permissions determine the tasks you can perform for a specific repository object. Restrict access to data in fact tables and operational schemas using associated attributes. you determine which users and groups can Read. 13 . 16 Overview You can customize Data Analyzer user access with the following security options: ♦ Access permissions. Use access permissions to restrict access to a particular folder or object in the repository. Write. and schedules. you determine which users and groups can access particular attribute values. When you create data restrictions. Restrict user and group access to folders. you determine which users and groups have access to folders and repository objects. or Change Access permission on that object. Also allows you to create and edit folders and objects within a folder. metrics. By customizing access permissions on an object.CHAPTER 3 Setting Permissions and Restrictions This chapter includes the following topics: ♦ ♦ ♦ Overview. ♦ When you create an object in the repository. Allows you to view a folder or object. Data Analyzer does not display restricted data associated with those values. Data restrictions. 13 Restricting Data Access. Use data restrictions to restrict users or groups from accessing specific data when they view reports. attributes. You can assign the following types of access permissions to repository objects: ♦ ♦ Read. Allows you to edit an object. Delete. template dimensions. When a user with a data restriction runs a report. every user has default Read and Write permission on that object. When you set access permissions.

You can completely restrict the selected users and groups or restrict them to fewer access permissions.. For example. a composite report might contain some subreports that do not display for all users. including subfolders. you can select Read as the default access permission for a folder. For example. Data Analyzer grants Read permission to every user in the repository. Change permission. Users or groups must also have permissions to view individual subreports. save them to your Personal Folder or your personal dashboard. If you have reports and shared documents that you do not want to share. Permit access to the users and groups that you select. exclusive. Setting access permissions for a composite report determines whether the composite report itself is visible but does not affect the existing security of subreports. search for the user name. and use an exclusive Read permission to deny an individual in the Sales group access to the folder. grant the Sales group inclusive write permission to edit objects in the folder. then set the access permissions for the user you select. use inclusive access permissions. Content folder in Public Folders Content folder in Personal Folder Report in Public Folders Report in Personal Folder Composite Report in Public Folders Composite Report in Personal Folder Public Dashboard Personal Dashboard Metric Folder Attribute Folder Template Dimensions Folder Click. Restrict access from the users and groups that you select. To grant access permissions to users. For example. The following table shows how to navigate to the repository object you want to modify: To set access permissions on. and default access permissions to create comprehensive access permissions for an object.. Use the following methods to set access permissions: ♦ ♦ Inclusive. By default. To grant more extensive access to a user or group. you can override existing access permissions on all objects in the folder. Find > Public Folders > folder name Find > Personal Folder > folder name Find > Public Folders > report name Find > Personal Folder > report name Find > Public Folders > composite report name Find > Personal Folder > composite report name Find > Public Folders > dashboard name Find > Personal Folder > dashboard name Administration > Schema Design > Schema Directory > Metrics folder > metric folder name Administration > Schema Design > Schema Directory > Attributes folder > attribute folder name Administration > Schema Design > Schema Directory > Template Dimensions folder > template dimensions folder name 14 Chapter 3: Setting Permissions and Restrictions . Navigate to a repository object you want to modify. To set access permissions: 1. To restrict the access of specific users or groups. When you modify the access permissions on a folder... You can also permit additional access permissions to selected users and groups. Allows you to delete a folder or an object from the repository. use exclusive access permissions. Use the General Permissions area to modify default access permissions for an object. Note: Any user with the System Administrator role has access to all Public Folders and to their Personal Folder in the repository and can override any access permissions you set. you can grant the Analysts group inclusive access permissions to delete a report. you can use exclusive access permissions to restrict the Vendors group from viewing sensitive reports. You can use a combination of inclusive. Therefore.♦ ♦ Delete. Exclusive. Allows you to change the access permissions on a folder or object.

Click Make a Selection to search for a group or user. Metric Attribute Template Dimension Click. -orClick Exclude to exclude the user or group from the access permissions you select. Select the access permissions you want to include or exclude. 9. Select the group or user in the Query Results field. 8. 6.. The Access Permissions page appears. You can also select Replace Permissions on All Items in Folder to apply access permission changes to the reports and shared documents in the folder. Setting Access Permissions 15 . 4.. You can select groups or users by criteria such as name or department. Click Yes to allow all users to receive the default access permissions you select. Refine the selection by choosing the search criteria for the group or user. The Query Results field displays groups or users that match the search criteria. If you are editing access permissions on an item. If you are editing access permissions on a folder. skip to step 4. Click Include to include the user or group in the access permissions you select.. From the General Permissions area. 7. The object name appears in quotes. click No to prevent all repository users from receiving default access permissions.. set the default access permissions. Note: Permissions set on composite reports do not affect permissions on the subreports. 5. Administration > Schema Design > Schema Directory > Metrics Folder > metric folder name > metric name Administration > Schema Design > Schema Directory > Attributes folder > attribute folder name > attribute name Administration > Schema Design > Schema Directory >Template Dimensions folder > template dimension folder name > template dimension name Administration > Scheduling > Time-Based Schedules > timebased schedule name Administration > Scheduling > Event-Based Schedules > eventbased schedule name Administration > Schema Directory > Filtersets > filterset name Time-Based Schedule Event-Based Schedule Filterset 2. such as a report or shared document. If you click Yes. Only those subreports where a user or group has access permissions display in a composite report. 3. Click the Permissions button ( ) for the repository object.To set access permissions on. you can select Replace Permissions on Subfolders to apply access permission changes to all subfolders.

They cannot see sales data for western or southern regions. the following condition allows users to view data from every March and from the entire year of 2007: IN March OR IN 2007 16 Chapter 3: Setting Permissions and Restrictions . In the advanced grouping mode. Everyone has Read permission on the Sales folder. Red text and a minus sign indicate that the user Hansen is not permitted to read the Sales folder. Create data restrictions to keep sensitive data from appearing in reports. Data Analyzer uses the AND operator to apply all restrictions. Click OK to save the access permissions settings. Access the fact table or operational schema that contains the metric data you want to restrict and specify the associated attributes for which to restrict the metric data. ♦ If you have multiple data restrictions. This allows you to make the data restriction as specific as required. You can apply the data restriction to a single fact table or operational schema or to all related data in the repository. Restricting Data Access You can restrict access to data associated with specific attribute values. you can create a data restriction that restricts the Northeast Sales group to sales data for stores in their region. When you create a data restriction. Create data restrictions by user or group. Access the user or group you want to restrict. You can apply the data restriction to any user or group in the repository. In this mode. a Data Restrictions button appears in the report. Use this method to apply multiple data restrictions to the same user or group or to restrict all data associated with specified attribute values. Select the fact table or operational schema that contains the metric data you want to restrict and specify the associated attributes for which to restrict the metric data. Corporate Sales group granted additional write permission. If you have multiple data restrictions. By default. For example. you can create a complex expression with nested conditions. use the OR or AND operator to group the data restrictions. You can create data restrictions using one of the following methods: ♦ Create data restrictions by object. you specify the users or groups to be restricted. For example.Data Analyzer displays a minus sign (-) next to users or groups you exclude. they view sales data for their region only. 10. Data Analyzer displays the data restrictions in simple grouping mode. When users in the Northeast Sales group run reports that include the SALES fact table and Region attribute. unless restricted below. When a report contains restricted data. Data Analyzer applies the data restrictions in the order in which they appear in the Created Restrictions task area. Use this method to apply the same data restriction to more than one user or group.

You can restrict access to data in the following objects: ♦ ♦ Fact tables Operational schemas You cannot create data restrictions for hierarchical schemas. Data Analyzer updates the data restriction when you update the global variable value.. For example. AND operator A user who belongs to. Data Analyzer joins the restrictions with the AND operator. When you use a global variable in a data restriction... Data Analyzer allows users to view data which is not included in the North region and which is in either the Footware category or has the BigShoes brand. Also.You can also use parentheses to create more complex groups of restrictions. For example. Understanding Data Restrictions for Multiple Groups A restricted user assigned to a restricted group is subject to both individual and group restrictions. Using Global Variables You can use global variables when you define data restrictions.. you cannot create data restrictions on fact tables or operational schemas using CLOB attributes. Data Analyzer joins the two restrictions and returns no data: Region IN ‘West’ AND Region NOT IN ‘West’ When a user belongs to more than one group. you can group three data restrictions: Region NOT IN ‘North’ AND (Category IN ‘Footware’ OR Brand IN ‘BigShoes’) In the above example. if the user has the restriction Region IN ‘West’ and the user’s group has the restriction Region NOT IN ‘West’. The following table describes how Data Analyzer handles multiple group situations: Data Analyzer joins data restrictions with. Data Analyzer handles data restrictions differently depending on the relationship between the two groups. Both a group and its subgroup Example If Group A has the following restriction: Region IN ‘East’ And Subgroup B has the following restriction: Category IN ‘Women’ Data Analyzer joins the restrictions with AND: Region IN ‘East’ AND Category IN ‘Women’ Two groups that belong to the same parent group OR operator If Group A has the following restriction: Region IN ‘East’ And Group B has the following restriction: Category IN ‘Women’ Data Analyzer joins the restrictions with OR: Region IN ‘East’ OR Category IN ‘Women’ Restricting Data Access by Object Create data restrictions by object when you want to apply the restriction to more than one user or group or to create more than one data restriction for the object. Restricting Data Access 17 .

Navigate to the attribute you want and select an attribute.. Use the Basic or Advanced mode.To create data restrictions by object: 1. The data restriction appears in the Created Restrictions task area. Click Find. Use the asterisk or percent symbols as wildcard characters. enter it in the User field. select an attribute from the attribute list. you can adjust the order of the restrictions and the operators to use between restrictions. or you can search for specific values and Ctrl-click to select more than one. The Attribute Selection window appears. 5. 7. ) of the object you want to restrict. To view the SQL query for the restriction. If you can create more than one data restriction. 11. 18 Chapter 3: Setting Permissions and Restrictions . a list of available groups appears. The Select Group or User window appears.. 6. To create a data restriction for a group. Enter attribute values.. click Advanced in the Created Restrictions task area. 9. Navigate to the object you want to restrict. To create data restrictions for. If you select Group and the number of groups is less than 30. If you select User and you know the user name you want to restrict. Click Add. and then click the buttons to add numbers or operators to the SQL query. Click the Data Restrictions button ( The Data Restrictions page appears. the group search option appears. Click within the SQL query. Data Analyzer displays the SQL query for the restriction in advanced mode. search for a user or group. 8. In the Create Restriction task area. Administration > Schema Design > Analytic Schemas > Show Fact Tables Administration > Schema Design > Operational Schemas 2. In advanced mode. From the condition list. CLOB attributes are not available for use in data restrictions. To create a data restriction for a user. 12. You can also manually enter attribute values. described in steps 7 to 11. to create more restrictions for the same user or group. you can edit the SQL query for a restriction. To adjust the restrictions. To browse or find other attributes. You can select attribute values from a list. 10. select an operator. If the number of groups is 30 or more. Click Select a Group/User. select Group. you can select a global variable. Fact Table Operational Schema Click. 3. click Advanced. Data Analyzer displays buttons for adding numbers and operators to the SQL query for the data restriction. 4. Select the user or group you want to restrict and click OK.. Or. Recently-used attributes appear in the list. Data Analyzer displays the attributes for the object in the Attribute Selection window. If a global variable contains the attribute values you want to use. select User. click Select Other Attributes.

The Attribute Selection window appears. if the Region attribute is associated with both the Sales fact table and Salary fact table. In the Create Restriction task area. Select a schema from a list of available schemas. click Select Other Attributes. Click to add left parenthesis. Click the appropriate list to group the restrictions. When the attribute is associated with other fact tables or operational schemas in the repository. You can restrict data in a single fact table or operational schema for an associated attribute. Click to change the order of the restrictions. 4. 2. Restricting Data Access by User or Group Edit a user or group to restrict data when you want to create more than one restriction for the user or group. Navigate to the attribute you want and select an attribute. CLOB attributes are not available for use in data restrictions. Data Analyzer displays all attribute folders for the object in the Attribute Selection window. To remove all data restrictions. To remove a data restriction. you cannot create data restrictions on fact tables or operational schemas using CLOB attributes.In advanced mode. This applies the data restriction to all data in the repository associated with the attribute you choose. From the condition list. Hierarchical schemas are not available for use in data restrictions. 15. Applied restrictions appear in the Current Data Restrictions area. To browse or find an attribute. To create data restrictions for users. 13. click Administration > Access Management > Users. Click to add operators. click the Remove button. Click to add right parenthesis. Data Analyzer displays lists for adding parentheses and operators. click Administration > Access Management > Groups. you can create a single data restriction to restrict all sales and salary information from Europe. To select all schemas. ) of the user or group profile you want to edit. 14. -orTo create data restrictions for groups. Also. Click the Data Restrictions button ( The Data Restrictions page appears. you can create data restrictions for metrics in any fact table or operational schema. Restricting Data Access 19 . Recently-used attributes appear in the list. You cannot create data restrictions for hierarchical schemas. To create data restrictions for users or groups: 1. When you have completed adding data restrictions for the user or group. Click OK to save the changes. For example. click Apply Restrictions. Then click Groups to display all groups. select an attribute from the attribute list. 5. 3. select All Schemas. Data restrictions limit the data that appears in the reports. click Cancel. select an operator. you can restrict all data related to the attribute values you select. When you edit a user or group. The page shows a list of fact tables and operational schemas tables.

or you can search for specific values and Ctrl-click to select more than one. click Advanced in the Created Restrictions task area. Click the appropriate list to group the restrictions. 7. the Created Restrictions task area displays lists for adding parentheses and operators. The data restriction appears in the Created Restrictions task area. you can select a global variable. you can adjust the order of the restrictions and the operators to use between restrictions. 9. Data Analyzer displays the SQL query for the restriction in advanced mode. You can also manually enter attribute values. Click to change the order of the restrictions. Click to add left Click to add parenthesis. 11. Click within the SQL query. Click to add right parenthesis. click Cancel. If a global variable contains the attribute values you want to use. If you create more than one data restriction. To remove a data restriction. In advanced mode. you can edit the SQL query for a restriction. click Apply Restrictions. To adjust the restrictions. To remove all data restrictions. described in steps 3 to 8. Click OK to save the changes. Applied restrictions appear in the Current Data Restrictions area. Data Analyzer displays buttons for adding numbers and operators to the SQL query for the data restriction. You can select attribute values from a list. 20 Chapter 3: Setting Permissions and Restrictions . 12. To view the SQL query for the restriction. operators.6. 8. When you have completed adding data restrictions for the user or group. click Advanced. Use the Basic or Advanced mode. Enter attribute values. Click Add. In advanced mode. to create more restrictions for the same user or group. click the Remove button. and then click the buttons to add numbers or operators to the SQL query. 10.

21 Creating a Time-Based Schedule. 23 Managing Reports in a Time-Based Schedule. 29 Defining a Holiday. 2. You can configure the following types of time-based schedules: ♦ Single-event schedule. Attach reports to the time-based schedule as tasks. such as once a week or on the first Monday of each month. Create a recurring schedule to update report data regularly. 25 Using the Calendar. You can attach any cached report to a time-based schedule. create a single-event schedule for December 2. 22 Managing Time-Based Schedules. Create a single-event schedule for a one-time update of the report data. You might use a recurring schedule to run reports after a regularly scheduled update of the data warehouse. 29 Monitoring a Schedule.CHAPTER 4 Managing Time-Based Schedules This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 28 Defining a Business Day. Updates report data on a regular cycle. For example. Recurring schedule. Attach a report to the time-based schedule when you create or edit the report. To use a time-based schedule. Attach imported cached reports to tasks from the time-based schedule. it runs each report attached to the schedule. if you know that the database administrator will update the data warehouse on December 1. For example. Updates report data only on the configured date. if you know that the ♦ 21 . and repeating option of the schedule when you create or edit a time-based schedule. but do not know when other updates occur. 29 Overview A time-based schedule updates reports based on a configured schedule. Configure the start time. complete the following steps: 1. When Data Analyzer runs a time-based schedule. Create a time-based schedule. date.

Use this setting to schedule recurring updates of report data. You can set up business days and holidays for the Data Analyzer Calendar. the schedule runs reports on business days only. The name can include any character except a space. Data Analyzer waits until the next scheduled run to run attached reports. Repeat Every (Monday/Tuesday/Wednesday/Thursday/Friday /Saturday/Sunday) 22 Chapter 4: Managing Time-Based Schedules . 2. (noon). newline character. Month. Recurring schedules can repeat every minute. To create a time-based schedule: 1. When selected.data warehouse is updated the first Friday of every month. and the following special characters: \/:*?“<>|‘&[] Description of the time-based schedule. Enter the following information: Field Name Description Name of the time-based schedule. Monitor existing schedules with the Calendar or the Schedule Monitor. Time the schedule initiates. daily. create a time-based schedule to update reports on the second Monday of every month. Description Business Day Only Start Date Start Time 3. The Calendar provides daily. If a scheduled run falls on a non-business day. Select minutes in increments of five. Click Administration > Scheduling > Time-Based Schedules > Add. a weekend or configured holiday. Repeats each week on the specified day(s). weekly. monthly. weekly. or Year as a unit of time. The Schedule Monitor provides a list of the schedules currently running reports. or quarterly. Use this setting to schedule weekly updates of report data. For a repeating schedule. Default is 12:00 p. You can select Minute.m. Default is the current date on Data Analyzer. If you want to update reports when a PowerCenter session or batch completes. Select a repeat option. Hour. you can create indicators and alerts for the reports. For a single-event schedule. The Properties page appears. After you attach reports to a time-based schedule. tab. Creating a Time-Based Schedule You can create single-event or recurring schedules to run reports as tasks. Date the schedule initiates. Day. or hourly. you can create an event-based schedule. Single-event schedules run tasks once. or monthly views of all the time-based schedules in the repository. Week. select Do Not Repeat. select one of the following repeat options: Field Repeat Every (Number) (Minute/Hour/Day/Week/Month/Year) Description Repeats every specified number of units of time.

the change impacts all attached reports and alerts.Field Repeat the (First/Second/Third/Fourth) (Monday/Tuesday/Wednesday/Thursday/Friday /Saturday/Sunday) of every (Month/Year) Repeat on (Number) of days from the (Beginning of/End) of the (First/Second/Third Month) of each Quarter 4. Click Administration > Scheduling > Time-Based Schedules. The Time-Based Schedules page appears. Managing Time-Based Schedules After you create a time-based schedule. Default is Always. View or clear the schedule history. Schedule repeats until the date you specify. you can edit schedule properties. Click Tasks to remove reports from the schedule. Use this setting to schedule quarterly updates of report data. You can complete the following tasks for a time-based schedule: ♦ ♦ ♦ ♦ ♦ ♦ Edit a schedule. 2. Select the repeat condition: Field Always Until (Month) (Day) (Year) Description Schedule repeats until disabled or deleted from the repository. When you update the schedule of a time-based schedule. Stop the schedule immediately. Description Repeats on the specified day of the week of every month or year. Disable the schedule. Click the name of the schedule you want to edit. it runs each attached report. To edit a time-based schedule: 1. Managing Time-Based Schedules 23 . You can attach any cached report to a time-based schedule. Start the schedule immediately. Edit schedule access permissions. Editing a Time-Based Schedule After you create a time-based schedule. The Properties page appears. 3. 5. Default is the current date on Data Analyzer. You can also remove reports or change the order in which they run. Click OK. Edit schedule properties if necessary. When Data Analyzer runs a time-based schedule. you can attach reports to the schedule. Use this setting to schedule monthly or yearly updates of report data. Repeats every specified number of days from the beginning or end of the specified month. and then click OK. 4.

The schedule name appears in parentheses. The date and time Data Analyzer stops running the schedule. or the number of recurring errors during the run. You can also clear the history of a schedule. Viewing or Clearing a Time-Based Schedule History You can view the history of a time-based schedule. modify the schedule. To view or clear the history of a time-based schedule: 1. When you view schedule histories. 24 Chapter 4: Managing Time-Based Schedules . The date and time Data Analyzer started running the schedule. Click Administration > Scheduling > Time-Based Schedules. 5. or change access permissions to the schedule. You might clear a schedule history at the end of a quarter or to save space in the repository. You can change the access permissions for a schedule to protect the security of the schedule. Each time-based schedule has a history containing the following information: ♦ ♦ ♦ Start time. End time. The Schedule History page appears. Starting a Time-Based Schedule Immediately You can start a time-based schedule immediately instead of waiting for its next scheduled run. click the Permissions button. The Properties page appears. You might also start the schedule if errors occurred during the previously scheduled run. To clear the history of the schedule. Status.Editing Access Permissions for a Time-Based Schedule Access permissions determine which users and groups can attach reports to the schedule. Click to change access permissions. You might start a time-based schedule immediately to test attached reports. The Time-Based Schedules page appears. Select the schedule you want to view. 4. Lists whether the schedule or task completed successfully or the number of errors that occurred. you can determine how long all tasks attached to the schedule take to update. Click OK. the number of successfully completed schedule runs. Click History. By default every user with the appropriate privileges can edit a schedule. click Clear. 2. 3. To set access permissions.

To start a time-based schedule immediately: 1. 2. Data Analyzer starts the schedule and runs the attached reports. The Time-Based Schedules page appears. View task properties. Disabling a Time-Based Schedule You can disable a time-based schedule when you do not want it to run. Managing Reports in a Time-Based Schedule After you create a time-based schedule. see “Stopping a Schedule” on page 30. View or clear a task history. When you want the schedule to resume. Data Analyzer recommends that you reassign all tasks attached to the schedule. To disable a time-based schedule: 1. Click the Remove button for the schedule you want to delete. When you want to enable the schedule again. For more information. 3. Managing Reports in a Time-Based Schedule 25 . you can enable the schedule. Before you remove any schedule from the repository. You can complete the following schedule-related tasks for a report: ♦ ♦ ♦ ♦ ♦ Attach a report to a time-based schedule. 2. Click Administration > Scheduling > Time-Based Schedules. Stopping a Time-Based Schedule Immediately You can stop a time-based schedule immediately. click the Disabled button. To remove a time-based schedule: 1. When Data Analyzer runs a time-based schedule. For the time-based schedule you want to start. click Run Now. View a list of attached reports. You can stop a schedule immediately when you need to restart the server. aborting all attached reports. You might disable a schedule when it has no attached reports or when the update of source data is temporarily interrupted. Click OK. You can attach any cached report to a time-based schedule. you can attach reports to the schedule. Remove a report from a time-based schedule. Click Administration > Scheduling > Time-Based Schedules. 2. Click Administration > Scheduling > Time-Based Schedules. it runs each attached report. Removing a Time-Based Schedule You can remove time-based schedules from the repository. Click the Enabled button for the schedule you want to disable. The status of the schedule changes to Disabled.

Data Analyzer applies the rules when it runs the report on the time-based schedule. you must attach the reports during the same Data Analyzer session. Click Add. The report appears as an item on the task list. To attach an imported cached report to a time-based schedule: 1. attach a small number of reports to a schedule. Although the rules do not display on the Tasks page for the schedule. If you want to add all available imported reports as a task for the schedule. The list of the tasks attached to the schedule appears. 2. If you attach multiple reports to a schedule. You can attach reports that have alerts on a predefined schedule to a time-based schedule. To make troubleshooting easier. Viewing Attached Reports All reports that are attached to a time-based schedule display as a list of tasks for the schedule. Click Tasks. You can attach multiple reports to a single schedule. The Imported Scheduled Reports window appears. the following message appears: Some of the imported reports must be put on schedules. To attach multiple reports from the list. 3. Select the schedule option when you save a new report to the repository. You can attach each imported report individually or attach multiple imported reports from a list to a single schedule. Attaching Imported Cached Reports to a Time-Based Schedule When you import cached reports to the repository. You can attach imported cached reports to time-based or event-based schedules. Data Analyzer runs the reports concurrently.Attaching Reports to a Time-Based Schedule You can attach a report to a time-based schedule using one of the following methods: ♦ ♦ ♦ Save a new report as cached. Add an imported report to a schedule. but not to an eventbased schedule. the report schedule must update more often than the alert schedule updates. 6. 26 Chapter 4: Managing Time-Based Schedules . The Add button appears only when you have unscheduled imported reports in the repository. Click Apply. When a user selects broadcast or an alert rules for a time-based schedule. Click the time-based schedule that you want to use. Select the imported reports that you want to add to the schedule. Set up multiple schedules to run a large number of reports. Select a schedule and use the add task option to attach multiple imported cached reports to an existing schedule. You can view these tasks on the Tasks page for the schedule. If the session expires or you log out before attaching multiple reports from the import list. You must attach the imported reports individually. Select Save As on an existing report. 4. If you attach a report that has alerts on a predefined schedule to a time-based schedule. and change the scheduling options. Click Administration > Scheduling > Time-Based Schedules. You must attach any cached reports that you import to a schedule. you cannot attach multiple reports. Data Analyzer attaches the rules to the schedule but does not display the rules on the list of tasks for the schedule. Please assign the reports to schedules immediately. Save an existing report as a cached report. select the All check box next to Select Reports. 5.

View report histories to determine how long the report takes to update. To clear the task history. The Task Properties page appears. 3. Viewing Task Properties You can view the task properties for any report attached to a time-based schedule. Remove a report when you plan to disable the schedule or when the report requires a new update strategy. The Task Properties page appears. Click OK to close the Task Properties page. and then click OK. Click Tasks. When you remove a task. Click Tasks. Click Administration > Scheduling > Time-Based Schedules. 2. To view task properties: 1. Viewing or Clearing a Task History You can view a task history for reports attached to time-based schedules. 7. Click the name of the schedule that runs the report. 5. Click the name of the report. Click Tasks. 3. 4. 2. You cannot modify the task properties. Removing a Report from a Time-Based Schedule You can remove a report from a time-based schedule. 5. the number of successfully completed runs. You can clear a task history at the end of a quarter or to save space in the repository. To return to Task Properties. click Clear. Click History. Click Administration > Scheduling > Time-Based Schedules. 2. You can view a task history to compare the number of successful runs on different schedules. 6. To view or clear a task history: 1. Click the schedule you want to view. 4. Click the name of the schedule that runs the report. 3. click OK. All attached reports display.To view a report attached to a time-based schedule: 1. or recurring errors when running the report. Click Administration > Scheduling > Time-Based Schedules. Managing Reports in a Time-Based Schedule 27 . Click the name of the report. you must attach it to another schedule to ensure it updates in a timely manner. The Properties page appears. The Time-Based Schedules page appears. You can also clear the history of a report.

and then click OK. The Daily view displays the current day and organizes the time-based schedules for the current day by hour. The Calendar appears. Click Remove. To view the Calendar: 1. Use the left and right arrows to navigate to the previous and next day. respectively. week. The Monthly view displays all time-based schedules for the month. If you want to remove all attached reports. Click Administration > Scheduling > Calendar. The Weekly view displays all time-based schedules for the week. Click the name of the schedule you want to edit. Use the left and right arrows to navigate to the previous and following weeks. click a date. Navigating the Daily View The Calendar opens to the Daily view by default. click the specific date. weekly. To view a different date. Navigating the Calendar The Calendar provides daily. The Time-Based Schedules page appears. and monthly views. respectively. 3. Click Weekly or Monthly to change the view of the Calendar. The Calendar lists schedules by day. Using the Calendar Use the Calendar in the Scheduling section to view all enabled time-based schedules in the repository. The Properties page appears. You can navigate from one view to another. Use the left and right arrows to navigate to the previous and following months. To access a Weekly view. The default Calendar display is a view of the current day. Navigating the Monthly View The Monthly view opens to the current month by default. To access a Daily view. 2. 5. The Calendar recognizes leap years. Navigating the Weekly View The Weekly view opens to the current week by default. Click Administration > Scheduling > Time-Based Schedules. 4. click a week. select the check box in the title bar next to Name.To remove a report from a time-based schedule: 1. Click Tasks. 2. or month. 28 Chapter 4: Managing Time-Based Schedules . Select the check box for the report you want to remove. select a different date or month in the calendar. To access a Daily view. respectively.

4. Click Administration > Scheduling > Holidays. Data Analyzer treats holidays as non-business days.Defining a Business Day You can define business days for the Data Analyzer Calendar. Monitoring a Schedule The Schedule Monitor provides a list of all schedules that are currently running in the repository. When a schedule falls on a holiday. For example. Click Administration > Scheduling > Business Days. You create a schedule to run reports on the first of the month. like a weekend or holiday. By default. April 1. 3. Clear the days you do not want defined as business days. Data Analyzer waits until the next scheduled day. to run the schedule. Click Add. 2. View all configured holidays on the Holidays page. date. Defining a Business Day 29 . Select the days you want to define as business days. If the schedule falls on a nonbusiness day. If March 1 falls on a Sunday. You might check the Schedule Monitor before you restart Data Analyzer to make sure no schedules are running. Time-based schedules that are not configured to run only on business days still run on configured holidays. Time-based schedules configured to run reports only on business days do not run on holidays. Data Analyzer postpones the schedule to run attached reports on the next scheduled day. Business days are the days Data Analyzer treats as regular working days. 3. The Holiday Properties page appears. The Holidays page appears. To define business days: 1. After you define business days. and a brief description of the holiday. 2. the configured business days are Monday through Friday. The Business Days page appears. Defining a Holiday You can define holidays for the Data Analyzer Calendar. there are no configured holidays. Click Apply. you can create time-based schedules that run only on those days. Enter the name. To define a holiday: 1. Data Analyzer runs the reports on the next scheduled day. You might also use the Schedule Monitor to verify whether Data Analyzer runs reports at the scheduled time. The default business days are Monday through Friday. You can change these business days to fit your work schedule. Click OK. and configure the schedule to run only on business days. The business day setting overrides all other recurring schedule settings you create.

You might stop a schedule when you need to restart the server or when a problem arises with source data. click Administration > Scheduling > Schedule Monitoring. Click OK. Data Analyzer displays schedules that are currently running. The Schedule Monitor lists all currently running schedules. 3. 2. To stop a running schedule: 1.To monitor a schedule. Stopping a Schedule You can stop a running schedule and all attached reports through the Schedule Monitor. 30 Chapter 4: Managing Time-Based Schedules . Click Remove to stop a running schedule. Click Administration > Scheduling > Schedule Monitoring.

Updating Reports When a PowerCenter Session Completes When you create a Reporting Service in the PowerCenter Administration Console. 2. You cannot use the PowerCenter Integration utility with a time-based schedule. 35 Overview PowerCenter Data Analyzer provides event-based schedules and the PowerCenter Integration utility so you can update reports in Data Analyzer based on the completion of PowerCenter sessions. see “Step 2. The Schedule Monitor provides a list of the schedules currently running reports. If the PowerCenter Integration utility is set up correctly. For more information. You can monitor event-based schedules with the Schedule Monitor. 31 . Use the PowerCenter Integration Utility in PowerCenter” on page 33. Create an Event-Based Schedule” on page 32. Configure a PowerCenter session to call the PowerCenter Integration utility as a post-session command and pass the event-based schedule name as a parameter. Create an event-based schedule and attach cached reports to the schedule. PowerCenter installs the PowerCenter Integration utility. For more information. 31 Updating Reports When a PowerCenter Session Completes. To update reports in Data Analyzer when a session completes in PowerCenter. You can create indicators and alerts for the reports in an event-based schedule. Data Analyzer runs each report attached to the eventbased schedule when a PowerCenter session completes. see “Step 1. 31 Managing Event-Based Schedules.CHAPTER 5 Managing Event-Based Schedules This chapter includes the following topics: ♦ ♦ ♦ ♦ Overview. complete the following steps: 1. 33 Managing Reports in an Event-Based Schedule.

The Event-Based Schedules page appears. Click Administration > Scheduling > Event-Based Schedules. you can attach it to a cached report when you save the report. Enter a name and description for the schedule. You do not need to provide information about the PowerCenter session you want to use. 32 Chapter 5: Managing Event-Based Schedules . Select the cached report option and a specific schedule when you save a new report to the repository. The PowerCenter Integration utility considers the settings in the notifyias.PowerCenter installs a separate PowerCenter Integration utility for every Reporting Service that you create. Click OK.location property determines the location and the name of the log file. PowerCenter sets the properties in the notifyias. 3. you need to provide a name and description of the schedule. The PowerCenter Integration utility creates a log file when it runs after the PowerCenter session completes. create an event-based schedule in Data Analyzer and attach the reports that you want to run after the PowerCenter session completes. Open the notifyias file in a text editor: UNIX: notifyias. The notifyias. You can find the PowerCenter Integration utility in the following folder: <PCInstallationfolder>\server\tomcat\jboss\notifyias-<Reporting Service Name> PowerCenter suffixes the Reporting Service name to the notifyias folder.properties file contains information about the Reporting Service URL and the schedule queue name. Creating an Event-Based Schedule When you create an event-based schedule. Create an Event-Based Schedule To run reports in Data Analyzer after a session completes in PowerCenter. complete the following steps: 1. Attaching Reports to an Event-Based Schedule You can attach a report to an event-based schedule with one of the following methods: ♦ Save a new report as a cached report. After you create the event-based schedule.sh Windows: notifyias. For example. The Add an Event-Based Schedule page appears. The logfile. Set the JAVA_HOME environment variable to the location of the JVM. Click Add.bat Back up the notifyias file before you modify it. To create an event-based schedule: 1. Step 1. 2. 2. Open the notifyias.location property to the location and the name of the PowerCenter Integration utility log file. the notifyias folder would be notifyias-DA_Test.properties file to point to the correct instance of the Reporting Service.properties file in the notifyias-<Reporting Service Name> folder and set the logfile.properties file to update reports in Data Analyzer. Run the PowerCenter Integration utility to update reports in Data Analyzer when a session completes in PowerCenter. if you create a Reporting Service and call it DA_Test. When you create a Reporting Service. 4. Before you run the PowerCenter Integration utility. 3.

Start a schedule immediately. Data Analyzer then connects to the PowerCenter data warehouse to retrieve new data to update reports. then change the scheduling options. To make troubleshooting easier. attach a small number of reports to a schedule. You can attach multiple reports to a single schedule. If you attach multiple reports to a schedule.sh Event-BasedScheduleName Event-BasedScheduleName is the name of the Data Analyzer event-based schedule that contains the tasks you want to run when the PowerCenter session completes. you must configure the PowerCenter session to call the PowerCenter Integration utility as a post-session command. Select Save As on a report. For more information about configuring post-session commands. Disable a schedule. Managing Event-Based Schedules 33 . Use the following post-session command syntax for PowerCenter installed on Windows: notifyias. you can edit its name and description. If you want to run the PowerCenter Integration utility after all other tasks in a workflow complete. Step 2. Edit schedule access permissions. Stop a schedule immediately. see the PowerCenter Workflow Administration Guide. If the system path does not include the path of the PowerCenter Integration utility. Managing Event-Based Schedules You can perform the following tasks to manage an event-based schedule: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Edit a schedule. Remove a schedule. and specify the name of the event-based schedule that you want to associate with the PowerCenter session. create an event-based schedule as outlined in the previous step. Set up multiple schedules to run a large number of reports. In the PowerCenter Workflow Manager.bat Event-BasedScheduleName Use the following shell command syntax for PowerCenter installed on UNIX: notifyias. Use the PowerCenter Integration Utility in PowerCenter Before you can use the PowerCenter Integration utility in a PowerCenter post-session command. you need to prefix the utility file name with the file path. You can also run the PowerCenter Integration utility as a command task in a PowerCenter workflow. When you use the PowerCenter Integration utility in the post-session command. you can run it as the last task in the workflow. View or clear the schedule history. PowerCenter workflows. Editing an Event-Based Schedule After you create an event-based schedule. or the PowerCenter Integration utility. You can set up the post-session command to send Data Analyzer notification when the session completes successfully. Data Analyzer runs the reports concurrently.♦ Save an existing report as a cached report. you need to navigate to the correct notifyias-<Reporting Service name> folder.

You might start the schedule if errors occurred during the last run of the schedule. End time. or change access permission for the schedule. If you want to view the reports assigned as tasks to the schedule. click the Permissions button. Click Administration > Scheduling > Event-Based Schedules. 4. 3. Viewing or Clearing an Event-Based Schedule History You can view the history of an event-based schedule to see the following information: ♦ ♦ ♦ Start time. Edit the name or description of the event-based schedule. Click the name of the schedule you want to edit. The Event-Based Schedules page appears. To secure a schedule. The Event-Based Schedules page appears. You can also clear the history of an event-based schedule. The Edit an Event-Based Schedule page appears. To view an event-based schedule histor y: 1. Click OK. By default. 2. Click History. Editing Access Permissions for an Event-Based Schedule Access permissions determine which users and groups can attach reports to the schedule. The Schedule History page appears with the schedule name in parentheses. To clear the schedule history. click Tasks. the number of successfully completed runs of the schedule.To edit an event-based schedule: 1. 5. click Clear. Click Administration > Scheduling > Event-Based Schedules. Lists the successful completion of the schedule or the number of errors that have occurred. or the number of recurring errors. 34 Chapter 5: Managing Event-Based Schedules . click History. If you want to view the history of the schedule. View schedule histories to determine how long attached reports take to complete. To edit access permissions. the system administrator and users with the Set Up Schedules and Tasks privilege and Write permission on the schedule can edit an event-based schedule. Status. Starting an Event-Based Schedule Immediately You can start an event-based schedule immediately instead of waiting for the related PowerCenter session to complete. 2. modify the schedule. Click OK. You might clear a schedule history at the end of a quarter or to save space in the repository. The date and time Data Analyzer started the schedule. You might start an event-based schedule immediately to test attached reports and report alerts. The date and time the schedule completes. 3. 4. Click the schedule you want to view. you can change the access permissions for the schedule.

To start an event-based schedule immediately: 1. 3. Attach imported cached reports to a schedule. reassign all attached reports to another schedule. 2. click Disabled. Click the Remove button for the schedule you want to delete. click Run Now. Remove a report from an event-based schedule. You can perform the following tasks to manage reports in an event-based schedule: ♦ ♦ ♦ ♦ ♦ View a list of attached reports. To enable the schedule again. which stops all attached reports. The Event-Based Schedules page appears. To disable an event-based schedule: 1. Disabling an Event-Based Schedule You can disable an event-based schedule when you do not want it to run. Data Analyzer starts the schedule and runs the attached reports. You can stop a schedule immediately when you need to restart the server. 2. When you want the schedule to resume. Click Administration > Scheduling > Event-Based Schedules. Managing Reports in an Event-Based Schedule After you create an event-based schedule. For the event-based schedule you want to start. Click OK. see “Stopping a Schedule” on page 30. View task properties. You might want to remove an event-based schedule when the PowerCenter session is no longer valid. Click the Enabled button for the schedule you want to disable. The Status of the schedule changes to Disabled. it runs each attached report. Managing Reports in an Event-Based Schedule 35 . When Data Analyzer runs an event-based schedule. you can attach any cached reports to the schedule. Click Administration > Scheduling > Event-Based Schedules. For more information. Click Administration > Scheduling > Event-Based Schedules. you can enable the schedule. To remove an event-based schedule: 1. 2. The Event-Based Schedules page appears. Before removing a schedule from the repository. Removing an Event-Based Schedule You can remove event-based schedules from the repository. You might disable a schedule when it has no attached reports or when the update of source data has been interrupted. Stopping an Event-Based Schedule Immediately You can stop an event-based schedule immediately. View or clear a report history.

To view or clear a report history: 1.Viewing Attached Reports You can view all reports attached to an event-based schedule. 6. Viewing Task Properties You can view the properties of any report attached to an event-based schedule. 5. 7. To view tasks attached to an event-based schedule: 1. Click the name of the report. 2. Click Administration > Scheduling > Event-Based Schedules. You can also clear report the history. Click OK. 36 Chapter 5: Managing Event-Based Schedules . You might want to view a report history to compare the number of successful runs on different schedules. Click Tasks. View report histories to determine how long a report takes to update. The schedule properties display. 4. Click the name of the schedule that runs the report. The Event-Based Schedules page appears. Click Administration > Scheduling > Event-Based Schedules. 3. 2. 2. Click Administration > Scheduling > Event-Based Schedules. Click the name of the schedule you want to edit. or recurring errors when running the report. Data Analyzer displays the report history. 3. To return to Task Properties. Click the name of the schedule that runs the report. and then click OK. Click History. Viewing or Clearing a Report History You can view a report history for the reports attached to an event-based schedule. Click Tasks. Data Analyzer displays all attached reports. click OK. the number of successfully completed runs. 4. The Task Properties page appears. click Clear. You might clear history at the end of a quarter or to make space in the repository. 5. The Task Properties page appears. Click Tasks. Click the name of the report. To view task properties: 1. To clear the history. 3.

Click the event-based schedule that you want to use. To remove a report from an event-based schedule: 1. select the check box in the title bar next to Name. you cannot attach multiple reports. You can attach imported cached reports to time-based or event-based schedules. You might want to remove a report when you plan to disable the schedule or when the report requires a new update strategy. Click Tasks. If the session expires or you log out before attaching the reports from the import list. The Add button appears only when you have unscheduled imported reports in the repository. and then click OK. Click the name of the schedule you want to edit and then click Tasks. Select the check box for the report you want to remove. To attach an imported cached report to an event-based schedule: 1. Data Analyzer displays the following message: Some of the imported reports must be put on schedules. Click to add the reports to existing schedules. When you remove a cached report. You must attach each imported cached report to a schedule. Click Remove. Click Administration > Scheduling > Event-Based Schedules. 2. attach it to another schedule to ensure it updates in a timely manner. 2. You must attach the imported reports individually. You can attach imported reports individually or attach multiple imported reports from a list to a single schedule. If you want to remove all attached reports. 4. To attach multiple reports from the list. 3.Removing a Report from an Event-Based Schedule You can remove a report from an event-based schedule. Click Add. Managing Reports in an Event-Based Schedule 37 . Please assign the reports to schedules immediately. 4. Click Administration > Scheduling > Event-Based Schedules. The Imported Scheduled Reports window appears. you must attach them during the same Data Analyzer session. Attaching Imported Cached Reports to an Event-Based Schedule When you import cached reports to the repository. The list of the tasks assigned to the schedule appears: Appears when imported reports are not yet scheduled. 3.

Click Apply. Select the reports that you want to add to the schedule. 38 Chapter 5: Managing Event-Based Schedules . If you want to add all available imported reports to the schedule.5. The report appears as an item on the task list. 6. click the All check box.

40 Exporting a Time Dimension. You might want to export objects to archive the repository. 42 Exporting a Global Variable. 39 Exporting a Schema. 42 Exporting a Report. You can export the following repository objects: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Schemas Time Dimensions Reports Global Variables Dashboards Security profiles Schedules Users Groups Roles 39 . 45 Exporting a Schedule. 44 Exporting a Security Profile. You might also want to export and import objects to move Data Analyzer objects from development to production. 47 Overview You can export repository objects to XML files and import repository objects from XML files.CHAPTER 6 Exporting Objects from the Repository This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 46 Troubleshooting. 44 Exporting a Dashboard.

Data Analyzer also exports all associated metrics that are used to calculate the calculated metric. Data Analyzer exports the metrics you select. Any change might invalidate the XML file and prevent you from using it to import objects into a Data Analyzer repository. and other schema objects associated with the metric. for the temporary space typically required when a file is saved. usually in the C: drive. You can also choose whether to export only metric definitions or to export all metrics. You can also export repository objects using the ImportExport command line utility. you can select individual metrics within a schema to export or you can select a folder that contains metrics. attributes. Data Analyzer also exports all fact tables associated with any of the exported metrics. − When exporting a calculated metric. When you save the XML file on a Windows machine. You can export the following metrics and schemas: ♦ ♦ ♦ ♦ Operational schemas or metrics in operational schemas Analytic schemas or metrics in analytic schemas Hierarchical schemas or metrics in hierarchical schemas Calculated metrics Exporting Operational Schemas When Data Analyzer exports a metric from an operational schema. Exporting Metric Definitions Only When you export only metric definitions. including the calculated metric and those used to calculate it. it also exports all metrics. and tables in the operational schema and the join expressions for the operational schema tables. It does not export the definition of the table or schema that contains the metrics or any other schema object associated with the metric or its table or schema. Exporting a Schema You can export analytic and operational schemas. verify that you have enough space available in the Windows temp directory. see “Using the Import Export Utility” on page 65. tables. You can view the XML files with any text editor. However. Use this file to import the repository objects into a Data Analyzer repository. Exporting and importing repository objects uses considerable system resources. users might experience slow response or timeout errors. do not modify the XML file created when you export objects. Exporting Analytic Schemas When exporting a metric from an analytic schema. If you perform these tasks while users are logged in to Data Analyzer. Data Analyzer creates an XML file that contains information about the exported objects. 40 Chapter 6: Exporting Objects from the Repository . Data Analyzer exports the definitions of the following schema objects associated with the metric: ♦ Fact tables associated with the exported metric. When you export a schema from the Data Analyzer repository. For more information. Exporting Metrics and Associated Schema Objects When Data Analyzer exports a metric or schema and the associated objects. Schedule exporting and importing tasks so that you do not disrupt Data Analyzer users.When you export the repository objects. it exports different objects based on the type of schema you select. attributes.

and snowflake dimension tables associated with the dimension tables. select Export the Metrics with the Associated Schema Tables and Attributes. or template dimensions that you want to export. the changes may not immediately display in the Schema Directory export list. Data Analyzer exports only one definition of the template dimension. Select the type of information you want to export. Data Analyzer does not export the time dimension. If you export a calculated metric. In addition. Click Administration > XML Export/Import > Export Schemas. Exporting Calculated Metrics Calculated metrics are derived from two or more base metrics from analytic. Select the folders. metrics. 3. and the schema objects associated with the metric in that fact table. It does not export any associated schema object. Click Refresh Schema to display the latest list of folders and metrics in the Schema Directory. which is calculated from BaseMetric1 and BaseMetric3. Base metric 3 (BaseMetric3) is a metric from an operational schema (OpSch1). Data Analyzer exports the fact table associated with each metric. Exporting a Schema 41 . it also exports all metrics and attributes in the hierarchical schema. You can export the time dimensions separately. which is calculated from BaseMetric1 and BaseMetric2. operational. its associated fact table. Dimension keys in the exported fact table. If you export a template dimension table associated with the exported metric. and BaseMetric4 and its entire operational schema. Data Analyzer exports BaseMetric1. Dimension tables associated with the exported fact tables. or hierarchical schemas. At the top of the Metrics section. To export schema objects: 1. template. Data Analyzer exports only the template dimension and its attributes. If you export a calculated metric. 2. Data Analyzer exports all schema objects associated with the metrics in these fact tables. In addition. Data Analyzer exports BaseMetric3 and its entire associated operational schema. Aggregate. which is calculated from BaseMetric3 and BaseMetric4. To export the metric definitions and associated tables and attributes. select Export Metric Definitions Only. Drill paths associated with any of the attributes in the dimension tables. You can also export template dimensions separately. For example. Base metric 4 (BaseMetric4) is a metric from a different operational schema (OpSch2). If you define a new object in the repository or if you create a new folder or move objects in the Schema Directory. you have the following metrics: ♦ ♦ ♦ Base metric 1 (BaseMetric1) and base metric 2 (BaseMetric2) are metrics from fact tables in an analytic schema. Attributes in the exported dimension tables. If you export a calculated metric.− ♦ ♦ ♦ ♦ ♦ ♦ When exporting a fact table associated with a time dimension. Exporting Hierarchical Schemas When Data Analyzer exports a metric from a hierarchical schema. Aggregate fact tables associated with the exported fact tables. The Export Schemas page displays all the folders and metrics in the Metrics folder of the Schema Directory. Data Analyzer exports BaseMetric3 and its entire operational schema. If you export only a template dimension. To export only metric definitions. you can select Metrics to select all folders and metrics in the list.

5. 6. Click Export as XML. Click Export as XML. Navigate to the directory where you want to save the file. To export a time dimension table: 1. Enter a name for the XML file and click Save. Click Save.You can select Template Dimensions to select all template dimensions in the list or select a metrics folder to export all metrics within the folder. 6. Click Administration > XML Export/Import > Export Time Dimensions. Data Analyzer exports all reports in the folder and its subfolders. You can export cached and on-demand reports. The Export Time Dimensions page displays the time dimension tables in the repository. Exporting a Report You can export reports from public and personal folders. 2. Data Analyzer exports the schema to an XML file. Select the time dimension you want to export. You can also select individual metrics in different folders. 4. Exporting a Time Dimension You can export time dimension tables to an XML file. Time dimension tables contain date. 3. Click Save. 4. You can export multiple reports at once. Data Analyzer always exports the following report components: ♦ ♦ ♦ Report table Report charts Filters 42 Chapter 6: Exporting Objects from the Repository . Navigate to the directory where you want to save the file. When you export a folder. 7. 5. When exporting cached reports. If an XML file with the same name already exists in the directory. The Save As window appears. The File Download window appears.and time-related attributes that describe the occurrence of a metric. The File Download window appears. Data Analyzer exports the time dimension table to an XML file. Data Analyzer prompts you to overwrite the file or rename the new file. When you export a report. The Save As window appears. Data Analyzer exports the report data and the schedule for cached reports. Enter a name for the XML file and click Save.

Data Analyzer does not export any personal highlighting. You can choose not to export any of these components: ♦ ♦ ♦ ♦ ♦ ♦ Indicators Alerts Highlighting Permissions Schedules Filtersets Gauge indicators. clear each component that you do not want to export to the XML file. From the list of Export Options. Data Analyzer exports all current data for each component. Navigate to the directory where you want to save the file. Click Administration > XML Export/Import > Export Reports. The Export Report page displays all public and personal folders in the repository that you have permission to access. Alerts. Enter a name for the XML file. Data Analyzer exports the definitions of all selected reports. The Save As window appears. 8. To modify the report components to export. Exported public highlighting uses the state set for all users as the default highlighting state.♦ ♦ ♦ ♦ Calculations Custom attributes All reports in an analytic workflow All subreports in a composite report By default. Data Analyzer also exports the following components associated with reports. Highlighting. When you export the originating report of an analytic workflow. Click Export as XML. 4. The File Download window appears. you need to export only the originating report. Data Analyzer lists the global variables used in the report. Exporting a Report 43 . When you export a report that uses global variables. 3. Although the global variables are not exported with the report. modify. and then click Save. or delete a folder or report. the changes may not immediately display in the report export list. Select a folder to export all subfolders and reports in the folder. 6. Click Save. Click Refresh Reports to display the latest list of reports from Public Folders and Personal Folder. 2. Select the folders or reports that you want to export. The user who imports the report becomes the owner of the gauge indicator and the gauge indicator becomes personal to that user. you can export them separately. 5. To export a report: 1. Exported personal gauge indicators do not keep their original owner. If you create. Data Analyzer exports all the workflow reports. 7. click Export Options. Exported personal and public alerts use the state set for all report subscribers as the default alert state. with the following exceptions: ♦ ♦ ♦ To export an analytic workflow. Exported public gauge indicators keep their original owner.

listing all the dashboards in the repository that you can export. select Name at the top of the list to select all the global variables in the list. 2. Click Export as XML. the Export Options button is unavailable. The Save As window appears. Optionally. Navigate to the directory where you want to save the file. The Export Global Variables page appears. listing all the global variables in the repository. 5. Enter a name for the XML file and click Save. When you export multiple global variables. 3. The Export Dashboards page appears. Data Analyzer exports the following objects associated with the dashboard: ♦ ♦ ♦ ♦ ♦ ♦ Reports Indicators Shared documents Dashboard filters Discussion comments Feedback Access permissions Attributes and metrics in the report Real-time objects Data Analyzer does not export the following objects associated with the dashboard: ♦ ♦ ♦ When you export a dashboard. 6. Therefore. Select the dashboards that you want to export. Optionally. Click Administration > XML Export/Import > Export Global Variables. Click Administration > XML Export/Import > Export Dashboards. select Name at the top of the list to select all the dashboards in the list. 44 Chapter 6: Exporting Objects from the Repository . you cannot select specific components to export. You can export any of the public dashboards defined in the repository. To export a global variable: 1. To export a dashboard: 1. 4. Exporting a Dashboard When you export a dashboard. The File Download window appears.Exporting a Global Variable You can export any global variables defined in the repository. Click Save. 2. Select the global variables that you want to export. Data Analyzer creates one XML file for the global variables and their default values. You can export more than one dashboard at a time. Data Analyzer exports the definitions of all selected global variables.

7. The File Download window appears. Exporting a Security Profile Data Analyzer keeps a security profile for each user or group in the repository.3. A security profile consists of the access permissions and data restrictions that the system administrator sets for a user or group. 4. it exports access permissions for objects under the Schema Directory. Navigate to the directory where you want to save the file. 2. metrics. When Data Analyzer exports a security profile. Navigate to the directory where you want to save the file. The Save As window appears. 6. Click Export as XML. Data Analyzer does not export access permissions for filtersets. 4. Select a user whose security profile you want to export. 5. Click Save. Exporting a Group Security Profile You can export a security profile for only one group at a time. Click Export as XML. and attributes. The File Download window appears. Data Analyzer lists one page of users and displays the page numbers at the top. Data Analyzer exports the security profile definition of the selected user. The Save As window appears. Exporting a Security Profile 45 . To view a list of users on other pages. Data Analyzer exports the definitions of all selected dashboards and objects associated with the dashboard. The Export Security Profile page displays a list of all the users in the repository 3. Data Analyzer allows you to export one security profile at a time. reports. Click Administration > XML Export/Import > Export Security Profile. which include folders. Click Export from Users. 5. If there are a large number of users in the repository. Click Save. 6. To export a user security profile: 1. Data Analyzer does not export any object definitions and displays the following message: There is no content to be exported. Exporting a User Security Profile You can export a security profile for one user at a time. or shared documents. Enter a name for the XML file and click Save. Enter a name for the XML file and click Save. If a user or group security profile you export does not have access permissions or data restrictions. click the page number.

When you export a schedule. 4. Click Export as XML. Enter a name for the XML file and click Save. Exporting a Schedule You can export a time-based or event-based schedule to an XML file. To export a schedule: 1. 5. Click Administration > XML Export/Import > Export Security Profile. Select the group whose security profile you want to export. The File Download window appears. Click Export as XML. Click Save. Data Analyzer lists one page of groups and displays the page numbers at the top. 7. The Export Schedules page displays a list of the schedules in the repository. 3. Data Analyzer exports the security profile definition for the selected group. If there are a large number of groups in the repository. Navigate to the directory where you want to save the file. Data Analyzer runs a report with an event-based schedule when a PowerCenter session completes. 6.To export a group security profile: 1. Data Analyzer runs a report with a timebased schedule on a configured schedule. Data Analyzer does not export the history of the schedule. The Export Security Profile page displays a list of all the groups in the repository. 2. Navigate to the directory where you want to save the file. 4. 46 Chapter 6: Exporting Objects from the Repository . The Save As window appears. 2. Enter a name for the XML file and click Save. Data Analyzer exports the definitions of all selected schedules. Select the schedule you want to export. 5. The File Download window appears. 6. Click Export from Groups. You can click Names at the top of the list to select all schedules in the list. Click Administration > XML Export/Import > Export Schedules. To view groups on other pages. Click Save. click the page number. The Save As window appears. 3.

Troubleshooting After I export an object. I double-click the XML file and receive the following error: The system cannot locate the resource specified. Changes might invalidate the file. Use a text editor to open the XML file. Troubleshooting 47 .dtd'. However. do not edit the file. the operating system tries to open the file with a web browser. Error processing resource 'Principal<DTDVersion>. If you double-click the XML file. The web browser cannot locate the DTD file Data Analyzer uses for exported objects.

48 Chapter 6: Exporting Objects from the Repository .

62 Overview You can import objects into the Data Analyzer repository from a valid XML file of exported repository objects. 61 Troubleshooting. both repositories must have the same language type and locale settings. When you import a repository object that was exported from a different repository. 57 Importing a Security Profile. or. 56 Importing a Dashboard. Data Analyzer imports objects based on the following constraints: ♦ 49 . You can import the following repository objects from XML files: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Schemas Time dimensions Reports Global variables Dashboards Security profiles Schedules Users Groups Roles You can import objects into the same repository or a different repository. 54 Importing a Global Variable. 59 Importing a Schedule. 49 Importing a Schema. 53 Importing a Report.CHAPTER 7 Importing Objects to the Repository This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 50 Importing a Time Dimension. see “Localization” on page 7. the destination repository must be a superset of the source repository. For more information.

When you import objects from a previous version. You must ensure that you do not modify an XML file of exported objects. You can also import repository objects using the ImportExport command line utility. you do not need to validate an XML file that you create by exporting from Data Analyzer. Exporting and importing repository objects use considerable system resources. For more information. Importing a Schema You can import schemas from an XML file. The schema tables associated with the exported metrics in the XML file. when you import a Data Analyzer 5. Make sure that you schedule exporting and importing tasks so that you do not disrupt Data Analyzer users. For example. you might not be able to use it to import objects into a Data Analyzer repository. if you import objects that already exist in the repository.0 report using a custom attribute with groups. Data Analyzer grants you the same permissions to the object as the owner of the object. You can back up a Data Analyzer repository in the PowerCenter Administration Console. users might experience slow response or timeout errors. Data Analyzer upgrades the objects to the current version.0 repositories or later. If you try to import an invalid XML file. A valid XML file can contain definitions of the following schema objects: ♦ Tables. see the PowerCenter Configuration Guide. Ordinarily. Except for global variables. If you perform these tasks while users are logged in to Data Analyzer. you can validate the XML file against the DTD provided by Data Analyzer. all users in Data Analyzer have read and write access to the report. For more information about upgrading objects in the repository. you can choose to overwrite the existing objects. Data Analyzer system administrators can access all imported repository objects. If you publish an imported report to everyone. XML Validation When you import objects. You can then change the access permissions to the report to restrict specific users or groups from accessing it. If you modify the XML file. Data Analyzer 8.x upgrades the attribute to one with an advanced expression. if you are not sure of the validity of an XML file. Object Permissions When you import a repository object. Importing Objects from a Previous Version You can import objects from Data Analyzer 5. The file might include the following tables: − − − Fact table associated with the metric Dimension tables associated with the fact table Aggregate tables associated with the dimension and fact tables 50 Chapter 7: Importing Objects to the Repository . see the PowerCenter Administrator Guide. you can limit access to the report for users who are not system administrators by clearing the Publish to Everyone option. see “Importing Objects from a Previous Version” on page 50.0 or later. For more information. You might want to back up the target repository before you import repository objects into it. you can validate it against the Data Analyzer DTD file when you start the import process. However. Data Analyzer stops the import process and displays the following message: Error occurred when trying to parse the XML file. You cannot overwrite global variables that already exist in the repository.♦ ♦ You can import objects from Data Analyzer 5. When you import a report.

The relationships between tables associated with the exported metrics in the XML file. All metrics exported to the XML file. The file can include calculated metrics and base metrics. the XML file contains only a list of metric definitions. Data Analyzer displays a list of all the definitions contained in the XML file. To validate the XML file against the DTD. you must import or create a time dimension. The name and location of the XML file display on the Import Schemas page. The time keys associated with exported tables. the XML file contains different types of schema objects. If you import a schema that contains time keys. 2. 4. Date when the table was last modified. attributes. Drill paths. When you import a schema. Click Open. schema joins. For more information. When you import an operational schema. If the XML file contains only the metric definition. 5. you must make sure that the fact table for the metric exists in the target repository. The file can include the following relationships: − − Fact table joined to a dimension table Dimension table joined to a snowflake dimension ♦ ♦ ♦ ♦ ♦ Metrics. User name of the Data Analyzer user who last modified the table. see “Importing a Time Dimension” on page 53. Attributes. If you export the metric definition only. 3. Table 7-1 shows the information that Data Analyzer displays for schema tables: Table 7-1. Click Import XML. Operational schemas. You can import a metric only if its associated fact table exists in the target repository or the definition of its associated fact table is also in the XML file. Click Browse to select an XML file from which to import schemas. When you import a hierarchical schema. Imported Schema Table Description Property Name Last Modified Date Last Modified By Description Name of the fact or dimension tables associated with the metric to be imported. Data Analyzer imports the metrics and attributes in the hierarchical schema. You can choose to overwrite objects in the repository. drill paths. Time keys. It then displays a list of all the object definitions in the XML file that already exist in the repository. Importing a Schema 51 . Click Administration > XML Export/Import > Import Schemas. The Import Schemas page appears. The attributes in the fact and dimension tables associated with the exported metrics in the XML file. time keys. The drill paths associated with exported attributes. To import a schema: 1.− − ♦ Snowflake dimensions associated with the dimension tables Template dimensions associated with the dimension tables or exported separately Schema joins. Data Analyzer imports the following objects: − − − Tables in the operational schema Metrics and attributes for the operational schema tables Schema joins ♦ Hierarchical schemas. When you export metrics with the associated schema tables and attributes. and operational schemas display in separate sections. The lists of schema tables. metrics. select Validate XML against DTD.

Table 7-2 shows the information that Data Analyzer displays for the schema joins: Table 7-2. User name of the person who last modified the attribute. Name of the dimension table that contains the primary key joined to the foreign keys in the fact table. Table 7-4 shows the information that Data Analyzer displays for the attributes: Table 7-4. Can also be the name of a dimension table that joins to a snowflake dimension.PrimaryKey Table2 Name Join Expression Table 7-3 shows the information that Data Analyzer displays for the metrics: Table 7-3. 52 Chapter 7: Importing Objects to the Repository . Imported Metrics Information Property Name Last Modified Date Last Modified By Analyzer Table Locations Description Name of the metric to be imported. Table 7-5 shows the information that Data Analyzer displays for the drill paths: Table 7-5. Fact table that contains the metric. Date when the metric was last modified. User name of the person who last modified the metric. Foreign key and primary key columns that join a fact and dimension table or a dimension table and a snowflake dimension in the following format: Table. Date when the attribute was last modified. Imported Schema Join Expression Property Table1 Name Description Name of the fact table that contains foreign keys joined to the primary keys in the dimension tables. Can also be the name of a snowflake dimension table associated with a dimension table. Date when the drill path was last modified. Imported Drill Paths Information Property Name Last Modified Date Last Modified By Paths Description Name of the drill path that includes attributes in the fact or dimension tables associated with the metric to be imported. List of attributes in the drill path that are found in the fact or dimension tables associated with the metric to be imported. If the metric is a calculated metric. User name of the person who last modified the drill path. Fact or dimension table that contains the attribute. Imported Attributes Information Property Name Last Modified Date Last Modified By Analyzer Table Locations Description Name of the attributes found in the fact or dimension tables associated with the metric to be imported. square brackets ([]) display in place of a fact table.ForeignKey = Table.

3. To overwrite the schema objects of a certain type. When you import a time dimension table. confirm that you want to overwrite the objects. To validate the XML file against the DTD. secondary attribute.Table 7-6 shows the information that Data Analyzer displays for the time keys: Table 7-6. 2. If you select to overwrite schema objects. Imported Hierarchical Schema Information Property Name Last Modified Date Last Modified By 6. Importing a Time Dimension 53 . Click Apply. To overwrite only specific schema objects. 4. The name and location of the XML file display on the Import Time Dimensions page. Click Administration > XML Export/Import > Import Time Dimensions. select Overwrite at the top of each section. The Import Time Dimensions page appears. User name of the person who last modified the operational schema. If objects in the XML file are already defined in the repository. Description Name of the hierarchical schema to be imported. Table 7-8 shows the information that Data Analyzer displays for the hierarchical schemas: Table 7-8. Importing a Time Dimension Time dimension tables contain date. You can import a time dimension table from an XML file. Data Analyzer imports the definitions of all selected schema objects. Date when the operational schema was last modified. User name of the person who last modified the hierarchical schema. select Validate XML against DTD. To overwrite all the schema objects. 7. Table 7-7 shows the information that Data Analyzer displays for the operational schemas: Table 7-7. Click Continue. a list of the duplicate objects appears. Imported Operational Schemas Information Property Name Last Modified Date Last Modified By Description Name of the operational schema to be imported.and time-related attributes that describe the occurrence of metrics and establish the time granularity of the data in the fact table. Data Analyzer imports the primary attribute. Date when the hierarchical schema was last modified. To import a time dimension table: 1. select Overwrite All. Click Open. Click Browse to select an XML file from which to import time dimensions. select the object. Imported Time Keys Information Property Name Description Name of the time key associated with the fact table. and calendar attribute of the time dimension table.

If the gauge indicator is personal.5. Importing a Report You can import reports from an XML file. 6. If you successfully import the time dimensions. Click Continue. Date when the time dimension table was last modified. 7. The user who imports the report becomes the owner of the gauge indicator. User name of the Data Analyzer user who last modified the report. Alerts. Imported Time Dimension Information Property Name Last Modified Date Last Modified By Description Name of the time dimension table. When available. Data Analyzer imports the definitions of all selected time dimensions. Data Analyzer does not export any personal highlighting. Data Analyzer imports the following components of a report: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Report table Report chart Indicators Alerts Filters Filtersets Highlighting Calculations Custom attributes All reports in an analytic workflow Permissions Report links Schedules Gauge indicators. a list of the duplicate objects appears. 8. Data Analyzer displays a message that you have successfully imported the time dimensions. Click Continue. Imported public highlighting uses the state set for all users as the default highlighting state. Table 7-9 shows the information that Data Analyzer displays for the time dimensions: Table 7-9. Data Analyzer imports all data for each component. it becomes personal to the user who imports the report. If objects in the XML file are already defined in the repository. with the following exceptions: ♦ ♦ ♦ 54 Chapter 7: Importing Objects to the Repository . Imported gauge indicators do not keep their original owner. Depending on the reports included in the file and the options selected when exporting the reports. Imported personal and public alerts use the state set for all report subscribers as the default alert state. Select the objects you want to overwrite. Click Import XML. Data Analyzer displays the time dimensions found in the XML file. Highlighting. the XML file might not contain all supported metadata.

If during the export process. you chose to export schedules associated with a report. you first must run the report. If you choose to overwrite the report. Click Browse to select an XML file from which to import reports. If you import a report that uses objects not defined in the target repository. To view the data for the report. When importing multiple workflows. The name and location of the XML file display on the Import Reports page. 3. Running reports in the background can be a long process. For example. then Data Analyzer also imports the schedule stored in the cached report. 2. Importing Reports from Public or Personal Folders You can import reports exported from any folder in the repository. select Validate XML against DTD. The Import Reports page appears. if you import a report exported from a personal folder called Mozart. and global variables used in the report are defined in the target repository. 5. If you import a report and its corresponding analytic workflow. To ensure security for the reports from the personal folders. you can overwrite the existing report. Data Analyzer also overwrites the workflow reports. If you try to view an imported cached report immediately after you import it. Data Analyzer creates a public folder called Personal Reports with the import date. the XML file contains all the subreports. Data Analyzer does not import analytic workflows containing the same workflow report names. such as Personal Reports (Imported 8/10/04). you are the owner of the new public folder. When Data Analyzer imports a report to a repository that does not have the same folder as the originating repository. it imports reports from the public folder to the public folder. you must import or recreate the objects before you run the report. 4. Click Administration > XML Export/Import > Import Reports. ensure that all imported analytic workflows have unique report names prior to export. Click Import XML. Importing a Report 55 . Data Analyzer does not import report data for cached reports. the following error appears: Result set is null. To validate the XML file against the DTD. If you import a composite report. For example. If a report of the same name already exists in the same folder. You can choose to overwrite the subreports or composite report if they are already in the repository. Thus. Data Analyzer displays the reports found in the XML file. You can run imported cached reports in the background immediately after you import them. You can import cached and on-demand reports. You can also edit the report and save it before you view it to make sure that Data Analyzer runs the report before displaying the results. Data Analyzer creates a new folder within the public folder called Personal Reports with the date of import and creates a subfolder named for the owner of the personal folder. When you import a report exported from a personal folder. and copies the imported report into a subfolder called Mozart. the XML file contains all workflow reports. Data Analyzer imports reports to the same folder in the target repository. Steps for Importing a Report To import a report: 1.When you import a report. Data Analyzer creates a new folder of that name for the report. attributes. Click Open. and the data may not be available immediately. make sure all the metrics. When possible.

Data Analyzer imports the definitions of all selected reports. Data Analyzer displays a list of the undefined objects. Create the required objects in the target repository before attempting to import the report again. To cancel the import process. To validate the XML file against the DTD. For more information about attaching the imported cached reports to a schedule immediately. select Overwrite at the top of the list. Location of the report in the Public Folders or Personal Folder. User name of the Data Analyzer user who last modified the report. Click Continue. Data Analyzer lists any folders created for the reports. you might not be able to run it successfully. 56 Chapter 7: Importing Objects to the Repository . see “Attaching Imported Cached Reports to a Time-Based Schedule” on page 26 and “Attaching Imported Cached Reports to an Event-Based Schedule” on page 37. Imported Report Properties Property Name Last Modified Date Last Modified By Path 6. If you import cached reports. Description Name of the reports found in the XML file. If reports in the XML file are already defined in the repository. Click Browse to select an XML file from which to import global variables. Data Analyzer displays a message that you have successfully imported them. To allow all users to have access to the reports. If you import the report. The Import Global Variables page appears. 7. 8. To immediately update the data for all the cached reports in the list. 5. Click Import XML. To import a global variable: 1. Data Analyzer imports only the global variables that are not in the target repository. If you continue the import process. select Validate XML against DTD. click Cancel. select Publish to Everyone. you can cancel the process. Data Analyzer displays the global variables found in the XML file. Importing a Global Variable You can import global variables that are not defined in the target repository. Date when the report was last modified. The name and location of the XML file display on the Import Global Variables page. Click Continue. If attributes or metrics associated with the report are not defined in the repository. If the XML file contains global variables already in the repository. Click Administration > XML Export/Import > Import Global Variables. When necessary. it displays a message that you need to assign the cached reports to a schedule in the target repository. 3. select Overwrite next to the report name. If you successfully import the reports.Table 7-10 shows the properties that Data Analyzer displays for the reports: Table 7-10. 4. To overwrite all reports. Data Analyzer runs the cached reports in the background. a list of the duplicate reports appears. Click Open. To overwrite any of the reports. 2. After you import the reports. select Run Cached Reports after Import.

Importing a Dashboard 57 . To continue the import process. Imported Global Variable Description Property Name Value 6. You must add those indicators to the dashboard manually. and indicators. When you import a dashboard. However. Data Analyzer imports all indicators for the originating report and workflow reports in a workflow. Data Analyzer imports only the variables that are not in the repository. If the XML file includes global variables already in the repository. If an object exists in the repository. Click Continue. shared documents. Data Analyzer stores the imported dashboard in the following manner: ♦ Dashboards exported from a public folder. When you import a dashboard from an XML file. Data Analyzer imports a personal dashboard to the Public Folders folder. Personal dashboard. Data Analyzer creates a new folder of that name for the dashboard. even if the values are different.Table 7-11 shows the information that Data Analyzer displays for the global variables: Table 7-11. Dashboards_1 or Dashboards_2). click Continue. Value of the global variable. Importing a Dashboard Dashboards display links to reports. Dashboards exported from a personal folder. Data Analyzer imports the following objects associated with the dashboard: ♦ ♦ ♦ ♦ ♦ ♦ Reports Indicators Shared documents Dashboard filters Discussion comments Feedback Access permissions Attributes and metrics in the report Real-time objects Data Analyzer does not import the following objects associated with the dashboard: ♦ ♦ ♦ Dashboards are associated with the folder hierarchy. If you continue the import process. Description Name of the global variable found in the XML file. indicators for workflow reports do not display on the dashboard after you import it. When Data Analyzer imports a dashboard to a repository that does not have the same folder as the originating repository. then Data Analyzer creates a new Public Folders > Dashboards_n folder to store the dashboards (for example. Data Analyzer does not import global variables whose names exist in the repository. Data Analyzer imports the dashboards to the Public Folders > Dashboards folder. Data Analyzer provides an option to overwrite the object. Dashboards exported from an earlier version of Data Analyzer. Data Analyzer imports the dashboards to a new Public Folders > Personal Dashboards (Imported MMDDYY) > Owner folder. Data Analyzer displays a warning. If the Dashboards folder already exists at the time of import. ♦ ♦ ♦ When you import a dashboard. Data Analyzer imports the dashboards to the corresponding public folder in the target repository.

click Cancel. 6. If the attributes or metrics in a report associated with the dashboard do not exist. select Overwrite next to the item name. Data Analyzer displays a list of the dashboards. To continue the import process. and shared documents already defined in the repository. To overwrite a dashboard. Click Import XML. or shared documents. select Overwrite at the top of the list. Table 7-12 shows the information that Data Analyzer displays for the dashboards: Table 7-12. or shared document. The name and location of the XML file display on the Import Dashboards page. To import a dashboard: 1. User name of the Data Analyzer user who last modified the dashboard. Date when the dashboard was last modified. reports. 3. the report does not display on the imported dashboard. The Import Dashboards page appears. If the attributes or metrics in a report associated with the dashboard do not exist. 2. 4. 7. Click Apply. reports. click Apply. To overwrite all dashboards. Click Browse to select an XML file from which to import dashboards. Click Administration > XML Export/Import > Import Dashboards.When you import a dashboard. To validate the XML file against the DTD. Data Analyzer does not automatically display imported dashboards in your subscription list on the View tab. To cancel the import process. Click Open. 5. Imported Dashboard Information Property Name Last Modified Date Last Modified By Description Name of the dashboard found in the XML file. 8. Data Analyzer displays a list of the metrics and attributes in the reports associated with the dashboard that are not in the repository. select Validate XML against DTD. You must manually subscribe to imported dashboards to display them in the Subscription menu. Data Analyzer displays the list of dashboards found in the XML file. 58 Chapter 7: Importing Objects to the Repository . Data Analyzer imports the definitions of all selected dashboards and the objects associated with the dashboard. Click Continue. make sure all the metrics and attributes used in reports associated with the dashboard are defined in the target repository. Data Analyzer does not import the attributes and metrics in the reports associated with the dashboard. the report does not display on the imported dashboard. report.

9. You can assign the same security profile to more than one user or group. click Append to add the imported security profile to existing security profiles. Click Browse to select an XML file from which to import a security profile. Click Administration > XML Export/Import > Import Security Profiles. Data Analyzer removes the old restrictions associated with the user or group. select Validate XML against DTD. Select the users you want to associate with the security profile. attributes. When a user or group has a data restriction and the imported security profile has a data restriction for the same fact table or schema and associated attribute. Data Analyzer assigns the user or group only the data restrictions and access permissions found in the new security profile. When you overwrite a security profile. select the check box under Users at the top of the list. If you append the profile. Importing a Security Profile 59 . To associate the security profiles with all displayed users. the Sales group restriction changes to show only data related to the United States. Or. Click Import to Users. 7. you can either overwrite the current security profile or add to it. including folders. Data Analyzer keeps a security profile for each user or group in the repository.Importing a Security Profile A security profile consists of data restrictions and access permissions for objects in the Schema Directory. The Import Security Profiles page appears. To validate the XML file against the DTD. Click Overwrite to replace existing security profiles with the imported security profile. For example. 5. The Sales group has an existing Sales fact table data restriction: Region Name show only ‘Europe’. select Import To All. If you overwrite existing security profiles. Importing a User Security Profile You can import a user security profile and associate it with one or more users. you import a security profile with the following data restriction for the Sales fact table: Region Name show only ‘United States’. Click Open. To associate the security profile with all users in the repository. Click Continue. Click Import XML. The Import Security Profile page displays all users in the repository. and metrics. 2. When you import a security profile from an XML file. 8. you must first select the user or group to which you want to assign the security profile. 6. Data Analyzer appends new data restrictions to the old restrictions but overwrites old access permissions with the new access permissions. The name and location of the XML file display on the Import Security Profiles page. When you append a security profile. 4. Data Analyzer joins the restrictions using the OR operator. To import a user security profile: 1. When you import a security profile and associate it with a user or group. The Import Security Profiles window displays the access permissions and data restrictions for the security profile. the Sales group data restriction changes to the following restriction: Region Name show only ‘United States’ OR Region Name show only ‘Europe’. 3.

To cancel the import process. Importing a Group Security Profile You can import a group security profile and associate it with one or more groups. 10. To import a group security profile: 1. Click Import XML. 7. To associate the security profile with all groups in the repository. To associate the security profiles with all displayed groups. Data Analyzer imports the security profile and associates it with all selected users. Click Overwrite to replace existing security profiles with the imported security profile. Click Continue. Type Table 7-14 shows the information that Data Analyzer displays for the data restrictions: Table 7-14. Click Continue. 2. To continue the import process. or metric. click Cancel. The name and location of the XML file display on the Import Security Profile page. Indicates whether the schema object is a folder. Click Open. To validate the XML file against the DTD. Click Append to add the imported security profile to existing security profiles. Description of the data access restrictions for the table. Click Import to Groups. Imported Security Profile: Restricted Objects Property Object Name Description Indicates the Schema Directory path of the restricted schema object if the restricted object is a folder. select Import To All. The Import Security Profile page displays all groups in the repository. Description Name of the restricted table found in the security profile. The Import Security Profile page appears. It imports access permissions and data restrictions only for objects defined in the repository. 9. Click Administration > XML Export/Import > Import Security Profile. 5. Indicates the fact table and metric name if the object is a metric. Imported Security Profile: Data Restrictions Property Schema Table Name Security Condition 10. click Continue. attribute. Select the groups you want to associate with the security profile. Click Continue. 60 Chapter 7: Importing Objects to the Repository . 6. 4. Click Browse to select an XML file from which to import a security profile.Table 7-13 shows the information that Data Analyzer displays for the restricted objects: Table 7-13. Data Analyzer displays a list of the objects in the security profile that are not in the repository. Indicates the fact or dimension table and attribute name if the object is an attribute. 11. select the check box under Groups at the top of the list. select Validate XML against DTD. 8. 3. The list of access permissions and data restrictions that make up the security profile appears.

4. User name of the person who last modified the schedule. Importing a Schedule You can import a time-based or event-based schedule from an XML file. 5. Date when the schedule was last modified. The list of objects found in the XML file appears. select Validate XML against DTD. When you import a schedule. If the schedules in the XML file are already defined in the repository. It imports access permissions and data restrictions only for objects defined in the repository. Data Analyzer does not attach the schedule to any reports. To cancel the import process. Imported Schedule Information Property Name Last Modified Date Last Modified By Description Name of the schedule found in the XML file. 2. Data Analyzer imports the schedules. 11. Click Continue. click Continue. When you import a schedule from an XML file. a list of the duplicate schedules appears. To overwrite all schedules. To validate the XML file against the DTD. You can then attach reports to the imported schedule. The name and location of the XML file display on the Import Schedules page. Click Administration > XML Export/Import > Import Schedules. you do not import the task history or schedule history. To continue the import process. click Cancel. To import a schedule: 1. The Import Schedules page appears. Click Browse to select an XML file from which to import a schedule.Data Analyzer displays a list of the objects in the security profile that are not in the repository. Table 7-15 shows the information that Data Analyzer displays for the schedules found in the XML file: Table 7-15. 7. 3. Click Import XML. Click Continue. click the Overwrite check box at the top of the list. 6. To overwrite a schedule. Data Analyzer imports the security profile and associates it with all selected groups. Importing a Schedule 61 . click the Overwrite check box next to the schedule. Click Open.

I run out of time.datadirect. Depending on the error that Data Analyzer generates. You must increase the default value of DynamicSections connection property to at least 500. The error occurs when the default value of the DynamicSections property of the JDBC driver is too small to handle large XML imports. Use the DataDirect Connect for JDBC utility to increase the default value of the DynamicSections connection property and recreate the JDBC driver package. I have an IBM DB2 8. After you change this value. To change the default transaction time out for Data Analyzer. Data Analyzer might display error messages when you import large XML files.ssp To increase the value of the DynamicSections property: 1. Is there a way to raise the transaction time out period? The default transaction time out for Data Analyzer is 3600 seconds (1 hour). Extract the contents of the connectjdbc. How can I import large XML files? The Data Analyzer installer installs a JDBC driver for IBM DB2 8. Data Analyzer generates different errors. The default value of the DynamicSections connection property is 200. When I import large XML files.timeout. On the Product Downloads page.transaction. Please recreate your package with a larger dynamicSections value.jar. you might want to modify the following parameters: ♦ ♦ ♦ DynamicSections value of the JDBC driver Page size of the temporary table space Heap size for the application Increasing the DynamicSections Value Data Analyzer might display the following message when you import large XML files: javax.com/download/index.Troubleshooting When I import my schemas into Data Analyzer. On the command line. If you are importing large amounts of data from XML and the transaction time is not enough. 3. see “Configuration Files” on page 129.properties file. For more information about editing the DataAnalyzer. Follow the instructions in the DataDirect Connect for JDBC Installation Guide. You might need to contact your database system administrator to change some of these settings.x repository database.ejb. You can modify the settings of the application server.seconds property in the DataAnalyzer. you can change the default transaction time out value. If you use this driver to connect to a DB2 8.EJBException: nested exception is: Exception: SQL Exception: [informatica][DB2 JDBC Driver]No more available statements.jar file in a temporary directory and install the DataDirect Connect for JDBC utility. run the following file extracted from the connectjdbc. the database. The name of the download file is connectjdbc. edit the value of the import. Enter the following license key and click Add: 62 Chapter 7: Importing Objects to the Repository . You can now run large import processes without timing out.x.jar file: Windows: Installer.x repository. or the JDBC driver to solve the problem.properties file. Download the utility from the Product Downloads page of DataDirect Technologies web site: http://www. you must restart the application server.bat UNIX: Installer. click the DataDirect Connect for JDBC Any Java Platform link and complete the registration information to download the file.sh 4. 2.

see the IBM DB2 documentation. click Press Here to Continue. In the User Name and Password fields. 13. Click Finish to complete the installation. Restart the application server. 10. databaseName=<DatabaseName>. 9. The installation program for the DataDirect Connect for JDBC utility creates the testforjdbc folder in the directory where you extracted the connectjdbc. In the testforjdbc folder. For more information. you can run the Test for JDBC Tool again and increase the value of DynamicSections to 750 or 1000. Increasing Heap Size for the Application Data Analyzer might display the following message when you import large XML files: [informatica][DB2 JDBC Driver][DB2]Virtual storage or database resource is not available ErrorCode=-954 SQLState=57011 This problem occurs when there is not enough storage available in the database application heap to process the import request. In the Database field. ReplacePackage=TRUE. Troubleshooting 63 .CreateDefaultPackage=TRUE. log out of Data Analyzer and stop the application server. For more information. Restart the application server. PortNumber is the port number of the database. On the Test for JDBC Tool window. increase the value of the application heap size configuration parameter (APPLHEAPSZ) to 512. Click Next twice and then click Install. run the Test for JDBC Tool: Windows: testforjdbc. enter the following: jdbc:datadirect:db2://<ServerName>:<PortNumber>.eval 5. enter the user name and password you use to connect to the repository database from Data Analyzer. To resolve the error.jar file. To resolve the problem. Click Connect. Modifying the Page Size of the Temporary Table Space Data Analyzer might display the following message when you import large XML files: SQL1585N A temporary table space with sufficient page size does not exist This problem occurs when the row length or number of columns of the system temporary table exceeds the limit of the largest temporary table space in the database.bat UNIX: testforjdbc. create a new system temporary table space with the page size of 32KB. 12. If you continue getting the same error message when you import large XML files. DatabaseName is the name of the repository database. 6. 11. On the repository database.sh 8. Click Connection > Connect to DB. see the IBM DB2 documentation.DynamicSections=500 ServerName is the name of the machine hosting the repository database. and then close the window. 7.

64 Chapter 7: Importing Objects to the Repository .

with the Import Export utility or the Data Analyzer Administration tab. 70 Overview The Import Export utility lets you import and export Data Analyzer repository objects from the command line. you cannot use the Import Export utility to import users. you can run the utility to import all reports from an XML file or export all dashboards to an XML file. you can import only those global variables that do not already exist in the repository. When you use the Import Export utility. For example. 69 Troubleshooting.CHAPTER 8 Using the Import Export Utility This chapter includes the following topics: ♦ ♦ ♦ ♦ Overview. 65 Running the Import Export Utility. Data Analyzer imports or exports all objects of a specified type. the same rules as those about import or export from the Data Analyzer Administration tab apply. Data Analyzer authenticates the passwords directly in the LDAP directory. 66 Error Messages. For example. If Data Analyzer is installed with the LDAP authentication method. You cannot use the utility to import or export other individual objects. You must run the utility multiple times to import or export different types of objects. Use the Import Export utility to migrate repository objects from one repository to another. 65 . For example. groups. With the LDAP authentication method. You can also use the Data Analyzer Administration tab to import or export all objects of a specified type. you cannot use the utility to export a specific user or report to an XML file. Use the utility to import or export the security profile of an individual user or group.0 repositories or later. You can also use the utility to archive your repository without using a browser. you can use the utility to quickly migrate Data Analyzer repository objects from a development repository into a production repository. or roles. When you run the Import Export utility. To import or export individual objects. Data Analyzer does not store user passwords in the Data Analyzer repository. For example. use the Data Analyzer Administration tab. You can use the Import Export utility to import objects from Data Analyzer 5.

Running the Import Export Utility
Before you run the Import Export utility to import or export repository objects, you must meet the following requirements:
♦ ♦

To run the utility, you must have the System Administrator role or the Export/Import XML Files privilege. To import or export users, groups, or roles, you must also have the Manage User Access privilege. Data Analyzer must be running.

You can import Data Analyzer objects from XML files that were created when you exported repository objects from Data Analyzer. You can use files exported from Data Analyzer 5.0 or later. The default transaction time out for Data Analyzer is 3,600 seconds (1 hour). If you are importing large amounts of data from XML files and the transaction time is not enough, you can change the default transaction time out value. To change the default transaction time out for Data Analyzer, edit the value of the import.transaction.timeout.seconds property in DataAnalyzer.properties. After you change this value, you must restart the application server. When you run the Import Export utility, you specify options and arguments to import or export different types of objects. Specify an option by entering a hyphen (-) followed by a letter. The first word after the option letter is the argument. To specify the options and arguments, use the following rules:
♦ ♦ ♦ ♦

Specify the options in any order. Utility name, options, and argument names are case sensitive. If the option requires an argument, the argument must follow the option letter. If any argument contains more than one word, enclose the argument in double quotes.

To run the utility on Windows, open a command line window. On UNIX, run the utility as a shell command.
Note: Back up the target repository before you import repository objects into it. You can back up a Data

Analyzer repository with the Repository Backup utility.
To run the Import Export utility: 1.

Go to the Data Analyzer utilities directory. The default directory is <PCAEInstallationDirectory>/DataAnalyzer/import-exportutil/.

2.

Run the utility with the following format: Windows:
ImportExport [-option_1] argument_1 [-option_2] argument_2 ...

UNIX:
ImportExport.sh [-option_1] argument_1 [-option_2] argument_2 ...

Table 8-1 lists the options and arguments you can specify:
Table 8-1. Options and Arguments for the Import Export Utility
Option -i Argument repository object type Description Import a repository object type. For more information about repository object types, see Table 8-2 on page 68. Use the -i or -e option, but not both. Export a repository object type. For more information about repository object types, see Table 8-2 on page 68. Use the -i or -e option, but not both.

-e

repository object type

66

Chapter 8: Using the Import Export Utility

Table 8-1. Options and Arguments for the Import Export Utility
Option -w Argument No argument Description Import only. Instructs the Import Export utility to overwrite existing repository objects of the same name. If you do not specify this option and if a repository object with the same name already exists, the utility exits without completing the operation. If you do not use a hyphen when importing a security profile, the security profile being imported is appended to the existing security profile of the user or group. If you use this option when exporting repository objects, the utility displays an error message. Name of the XML file to import from or export to. The XML file must follow the naming conventions for the operating system where you run the utility. You can specify a path for the XML file. If you specify a path for the XML file: - When you import a repository object type, the Import Export utility looks for the XML file in the path you specify. - When you export an object type, the utility saves the XML file in the path you specify. For example, to have the utility save the file in the c:/PA directory, enter the following command:
ImportExport -e user -f c:/PA/Users.xml -u admin -p admin -l http://my.server.com:7001/ias

-f

XML file name

If you do not specify a path for the XML file: - When you import a repository object type, the Import Export utility looks for the XML file in the directory where you run the utility. - When you export an object type, the utility saves the XML file in the directory where you run the utility. For example, when you enter the following command, the utility places Users.xml in the directory where you run the utility:
ImportExport -e user -f Users.xml -u admin -p admin -l http://my.server.com:7001/ias

-u -p -l

user name password url

Data Analyzer user name. Password for the Data Analyzer user name. URL for accessing Data Analyzer. Contact the system administrator for the URL. The Data Analyzer URL has the following format:
http://host_name:port_number/ ReportingServiceName

ReportingServiceName is the name of the Reporting Service that runs the Data Analyzer instance. For example, PowerCenter runs on a machine with hostname fish.ocean.com and has a Reporting Service named IASReports with port number 18080. Use the following URL for Data Analyzer:
http://fish.ocean.com:18080/IASReports

-h -n

No argument user name or group name

Displays a list of all options and their descriptions, and a list of valid repository objects. Use to import or export the security profile of a user or group. For more information, see Table 8-2 on page 68.

Running the Import Export Utility

67

Table 8-2 lists the repository object types you can import or export using the Import Export utility and an example for each. Enter the repository object type as listed below:
Table 8-2. Valid Repository Object Types
Repository Object Type schema Description Schemas Example To import schemas from the PASchemas.xml file into the repository, use the following command:
ImportExport -i schema -f c:\PASchemas.xml -u jdoe -p doe -l http://localhost:7001/ias

timedim

Time dimension tables

To import time dimension tables from the TD.xml file into the repository, use the following command:
ImportExport -i timedim -f TD.xml -u jdoe -p doe -l http://localhost:7001/ias

report

Reports

To import reports from the Reports.xml file into the repository, use the following command:
ImportExport -i report -f c:\Reports.xml -u jdoe -p doe -l http://localhost:7001/ias

variable

Global variables. You can import global variables that do not already exist in the repository. Dashboards

To export global variables to the GV.xml file, use the following command:
ImportExport -e variable -f c:\xml\GV.xml -u jdoe -p doe -l http://server:7001/ias

dashboard

To export dashboards to the Dash.xml file, use the following command:
ImportExport -e dashboard -f c:\Dash.xml -u jdoe -p doe -l http://localhost:7001/ias

usersecurity <security profile option>

Security profile of a user. You must specify the following security profile option: -n <user name> Security profile of a group. You must specify the following security profile option: -n <group name> Schedules

To export the security profile of user jdoe to the JDsecurity.xml file, use the following command:
ImportExport -e usersecurity -n jdoe -f JDsecurity.xml -u admin -p admin -l http://localhost:7001/ias

groupsecurity <security profile option>

To export the security profile of group Managers to the Profiles.xml file, use the following command:
ImportExport -e groupsecurity -n Managers -f Profiles.xml -u admin -p admin -l http://localhost:7001/ias

schedule

To export all schedules to the Schedules.xml file, use the following command:
ImportExport -e schedule -f c:\Schedules.xml -u jdoe -p doe -l http://localhost:7001/ias

user

Users

To export all users to the Users.xml file, use the following command:
ImportExport -e user -f c:\Users.xml -u jdoe -p doe -l http://localhost:7001/ias

group

Groups

To import groups from the Groups.xml file into the repository, use the following command:
ImportExport -i group -f c:\Groups.xml -u jdoe -p doe -l http://localhost:7001/ias

role

Roles

To import roles from the Roles.xml file into the repository, use the following command:
ImportExport -i role -f c:\Roles.xml -u jdoe -p doe -l http://localhost:7001/ias

The Import Export utility runs according to the specified options. If the utility successfully completes the requested operation, a message indicates that the process is successful. If the utility fails to complete the requested operation, an error message displays.

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Chapter 8: Using the Import Export Utility

Check that a valid XML file. Cause: Action: The user does not have the Export/Import XML Files privilege or the Manage User Access privilege to import or export users. Check the XML file name. Cause: Action: Utility failed to run for unknown reasons. or roles. Error Messages 69 . Cause: Action: You omitted an option or included more options than needed. Cause: Action: The XML file to be imported does not exist or does not contain valid XML data or the utility cannot access the file. The import file does not exist or cannot be read. it displays an error message. Check that the user exists in Data Analyzer or the password is correct. Illegal option value. Unknown option. Cause: Action: The XML file specified for the import (-i) option does not contain the correct object type. you entered -x or -E to export a file. Cause: Action: You entered an incorrect argument for an option letter. exists in the specified directory. The Import Export utility can display the following error messages: Unknown error. Incorrect number of command-line options. Use the correct object type or a different XML file. Invalid username or password. with the specified name. The user does not have privileges to import/export. Check the validity and case sensitivity of the option letters. The import file contains a different repository object type than the repository object type given for the option -i. The export file cannot be written. Assign write permission to the user for the directory where you want to place the XML file.Error Messages If the Import Export utility fails to complete the requested operation. the Import Export utility also displays a list of all options and their descriptions. Contact the system administrator or Informatica Global Customer Support. and a list of valid repository objects. Cause: Action: The directory where you want to place the XML file is read only or has run out of hard disk space. Cause: Action: You entered an incorrect option letter. Or. Assign the appropriate privileges to the user. groups. For example. If the requested operation fails because a required option or argument is missing or not specified correctly. Check the syntax and spelling. Check the spelling of the option values you entered. make sure there is enough hard disk space. The error message indicates why the requested operation failed. Cause: Action: The user does not exist in Data Analyzer or password is incorrect.

Delete the XML file before you enter the command. Check that the URL is correct and try to run the utility again. Troubleshooting Importing a Large Number of Reports If you use the Import Export utility to import a large number of reports (import file size of 16MB or more). Contact the Data Analyzer system administrator. groups.A communication error has occurred with Data Analyzer. Check the spelling of the user name or group name. If you want to import global variables already in the repository. The Data Analyzer session is invalid. Action: Import file is empty. If the Java process for the Import Export utility runs out of memory. or roles. Use a valid XML file. Cause: Action: There is no data in the XML file. Cause: You cannot import global variables if they already exist in the repository. the Import Export utility displays this error message. Cause: Action: An XML file of the same name already exists in the specified path. To increase the memory allocation for the Java process. Check that Data Analyzer is running and try to run the utility again. 70 Chapter 8: Using the Import Export Utility . Cause: Action: Data Analyzer session has timed out. the Java process for the Import Export utility might run out of memory and the utility might display an exception message. Cause: Action: Data Analyzer is installed with the LDAP authentication method. Run the utility again. You cannot use the Import Export utility to import users. groups and roles. Global variables cannot be overwritten. The root cause is: <error message>. The user or group does not exist. Cause: Action: See the root cause message. The configured security realm does not support the import of users. first delete them from Data Analyzer. Note: Back up the script file before you modify it. increase the memory allocation for the process. and then run the utility. contact Informatica Global Customer Support. If error still occurs. Cause: Action: User name or group name that you typed for importing or exporting a security profile does not exist. increase the value for the -mx option in the script file that starts the utility. The action depends on the root cause. An export file with the provided filename already exists. If the XML file includes global variables already in the repository.

Save and close the Import Export utility file.jar TrustedCAKeystore is the keystore for the trusted CAs. make sure that the URL you provide with the -l option starts with https:// and uses the correct port for the SSL connection.trustStore= If Data Analyzer uses a certificate signed by a CA defined in the default cacerts file.To increase the memory allocation: 1. such as Verisign.sh 3. you do not need to specify the location of the trusted CA keystore when you run the Import Export utility.jar $* 4. If Data Analyzer uses a certificate signed by a CA not defined in the default cacerts file or if you have created your own trusted CA keystore.bat UNIX: ImportExport. Locate the Import Export utility script file in the Data Analyzer utilities directory. Increase the value for the -mx option from 256 to a higher number depending on the size of the import file. Add the trusted CA parameter to the Java command that starts the ImportExport utility: java -ms128m -mx256m -Djavax.bat UNIX: ImportExport.net. Tip: Increase the value to 512. The default directory is <PCAEInstallationDirectory>/DataAnalyzer/import-exportutil/. Open the script file with a text editor: Windows: ImportExport. 2. you must provide the location of the trusted keystore when you run the Import Export utility. the trusted CAs are defined in the cacerts keystore file in the JAVA_HOME/jre/lib/security/ directory. Locate the -mx option in the Java command: java -ms128m -mx256m -jar repositoryImportExport. To specify the location of the trusted CAs: 1. To specify the location of the trusted CAs.net. When you run the Import Export utility. Troubleshooting 71 .ssl. Note: Back up the Import Export script file before you modify it. Open the script file with a text editor: Windows: ImportExport. Locate the Import Export utility script in the Data Analyzer utilities directory: <PCAEInstallationDirectory>/DataAnalyzer/import-exportutil 2. By default.ssl. If the utility still displays an exception. 5.sh 3. increase the value to 1024. Save and close the Import Export utility script file. 4. Data Analyzer needs a certificate that must be signed by a trusted certificate authority (CA). add the following parameter to the Import Export utility script: -Djavax.trustStore=<TrustedCAKeystore> -jar repositoryImportExport. Using SSL with the Import Export Utility To use SSL.

72 Chapter 8: Using the Import Export Utility .

LDAP settings. Contact information. View Data Analyzer log files for information on user and system activity. 83 Specifying Contact Information. View the configuration information of the machine hosting Data Analyzer.CHAPTER 9 Managing System Settings This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 84 Viewing System Information. 88 Configuring Report Headers and Footers. Determine whether scroll bars appear in report tables. Query governing. 88 Configuring Departments and Categories. and logos of Data Analyzer to match those of your organization. and receive alerts. images. Report settings. You can also configure alert delivery devices. Modify the color schemes. 81 Managing Delivery Settings. 74 Managing Logs. images. 91 Overview You can configure the following administrative settings: ♦ ♦ ♦ ♦ ♦ Color schemes. Log files. and number of table rows displayed. ♦ ♦ ♦ 73 . report processing time. Define upper limits on query time. System information. 73 Managing Color Schemes and Logos. email address. 90 Configuring Display Settings for Groups and Users. Provide the name. 78 Managing LDAP Settings. 85 Configuring Report Table Scroll Bars. and logos. 84 Setting Rules for Queries. Register LDAP servers to enable users to access LDAP directory lists from Data Analyzer. and phone number of the Data Analyzer system administrator. Register an outbound mail server to allow users to email reports and shared documents. Delivery settings. Users might find the administrator contact information useful in the event of a system problem.

use green for the Images Directory field. 3. You can modify or add color schemes and images in the EAR directory to customize the Data Analyzer color schemes and images for the organization. Display Settings. You can also assign users and groups to specific color schemes. Enter the name of the login page image file that you want to use. For the Betton Books color scheme. Enter the following information in the predefined color scheme settings: ♦ Images Directory. You can set a default color scheme for all users and groups. You can edit existing color schemes or create new color schemes. For the Informatica color scheme. Metadata configuration. using your own images and colors. ♦ ♦ All file names are case sensitive. 74 Chapter 9: Managing System Settings . Create department and category names for your organization. complete the following steps: 1. Use any HTML hexadecimal color code to define colors. ♦ Betton Books color scheme. Create the headers and footers printed in Data Analyzer reports. Control display settings for users and groups. Alternative predefined color scheme. You can associate repository objects with a department or category to help you organize the objects. 2. Using a Predefined Color Scheme Data Analyzer provides the following predefined color schemes that you can use or modify: ♦ Informatica color scheme. the Informatica color scheme is the default color scheme for all users and groups in Data Analyzer. This is the default Data Analyzer color scheme.♦ ♦ Report header and footer. ♦ Managing Color Schemes and Logos A color scheme defines the look and feel of Data Analyzer. you can search for these objects by department or category on the Find tab. Data Analyzer references the image and logo files in the Data Analyzer images directory on the web server associated with the application server. Predefined color scheme folder name. Login Page Image URL. leave the Images Directory field blank. By default. The EAR directory containing images for the Betton Books color scheme is in the following location: /custom/images/standard/color/green Adding a Logo to a Predefined Color Scheme To use a predefined color scheme with your own logo or login page image. Edit the predefined color scheme and change the file name of the Logo Image URL field or the Login Page Image URL to the name of your image file. When you associate repository objects with a department or category. The EAR directory containing images for this color scheme is in the following location: /custom/images/standard This is the default image directory for Data Analyzer. Enter the name of the logo image file you want to use. The color schemes and image files used in Data Analyzer are stored in the EAR directory. Logo Image URL. Copy the logo or login image file to the predefined images folder.

To edit a predefined color scheme: 1. Login Page Image URL. Data Analyzer looks for the images in the default image directory. Page header of Data Analyzer. Name of the color scheme directory where you plan to store the color and image files. port 7001. To display the login page properly.com. 2. Name of the login page image file in the color scheme directory or the URL to a login image on a web server. The color scheme uses the hexadecimal color codes for each display item. If you specify a URL.gif The URL can point to a logo file in the Data Analyzer machine or in another web server. All file names are case sensitive. Table 9-1 shows the display items you can modify in the Color Scheme page: Table 9-1.You can also enter a URL for the logo and login image files. Enter hexadecimal color codes to represent the colors you want to use. Optionally.com:7001/CompanyLogo. if the host name of the web server where you have the logo file is http://monet. The Color Schemes and Logos page displays the list of available color schemes. If you specify a URL. Data Analyzer uses all the colors and images of the selected predefined color scheme with your logo or login page image. Name of a background image file in the color scheme directory or the URL to a background image on a web server. The Color Scheme page displays the settings of the color scheme. 3. the width of your login page image must be approximately 1600 pixels. login. Logo Image URL. and logo image files.PaintersInc. 4. The height of your login page image must be approximately 240 pixels. To edit the settings of a color scheme. click the name of the color scheme. Name of a logo file image in the color scheme directory or the URL to a logo image on a web server. Report heading on the Analyze tab. enter the following URL in the Logo Image URL field: http://monet.PaintersInc. Section sub-heading such as the container sub-heading on the View tab. Click Administration > System Management > Color Schemes and Logos. use the forward slash (/) as a separator. enter file and directory information for color scheme images: ♦ ♦ ♦ ♦ Images Directory. see “HTML Hexadecimal Color Codes” on page 121. Managing Color Schemes and Logos 75 . For more information about hexadecimal color codes. Editing a Predefined Color Scheme You can edit the colors and image directories for predefined color schemes and preview the changes. you might lose your changes when you upgrade to future versions of Data Analyzer. Background Image URL. use the forward slash (/) as a separator. It also displays the directory for the images and the URL for the background. Report sub-heading on the Analyze tab. Display Items in the Color Scheme Page Display Item Background Page Header Primary Secondary Heading Sub-Heading Description Background color of Data Analyzer. If you modify a predefined color scheme. For example. If blank. Section heading such as the container heading on the View tab. or the width of your monitor setting.

For example. Create. To create a new color scheme folder. Tabs include items such as the Define Report Properties tab in Step 5 of the Create Report wizard and the toolbar on the Analyze tab. Create a folder for the images and logo. Find. Administration. pop-up windows. The name of the color scheme folder can be up to 10 characters. The Color Scheme Preview window displays an example of the way Data Analyzer will appear with the color scheme. 7. Rows you select in the report table or on tabs such as the Find tab. Step 1. Display Items in the Color Scheme Page Display Item Section Odd Table Row Even Table Row Selected Rows Primary Navigation Tab Colors Secondary Navigation Colors Description Background color for sections such as forms on the Administration tab. Analyze. including Schema Design. Click Close to close the Color Scheme Preview window. if you want to create a /CompanyColor directory for your new color scheme. To preview the choices. View. 6. 3. complete the following steps: 1. copy your logo and image files into the new directory: /custom/images/standard/color/CompanyColor 76 Chapter 9: Managing System Settings . Creating a Color Scheme You can create a Data Analyzer color scheme. and Manage Account tabs. When you create a color scheme. Odd rows in a list. XML Export/Import. you can use your own images and logos.Table 9-1. Real-time Configuration. and Access Management. Even rows in a list. and tabs with drop-down lists. Create a folder for the new color scheme: /custom/images/standard/color/ 2. Create a New Color Scheme Folder Create a folder in the color schemes directory and copy the image files you want to use to this folder. To create a color scheme. Button Colors Tab Colors 5. Copy your image files into the new folder. Tabs under the Primary Navigation tab. Click OK to save your changes. navigate to the EAR directory. 2. Add the directory and files for the new color scheme under the default image directory. To create a new color scheme folder: 1. Menu items on the Administration tab. System Management. Alerts. Create a folder for the images and make sure it contains the new images. Create a new color scheme in Data Analyzer and use the new folder as the Images Directory. Make sure Data Analyzer can access the images to use with the color scheme. Use the same color in Section for the Selected field in Tab Colors so that color flows evenly for each tab under the Primary Navigation tab. Scheduling. click Preview. Buttons in Data Analyzer.

Create a New Color Scheme in Data Analyzer On the Color Schemes page. In the Background Image URL field. 2. For more information about hexadecimal color codes. in GIF or JPG format. 7. enter the file name of the background image you want to use. 5. 8. To select a default color scheme: 1. enter the file name of the login page image to use. enter the file name of the logo image to use. Step 2. The Color Schemes and Logos page appears. Enter the hexadecimal codes for the colors you want to use in the new color scheme. Click Administration > System Management > Color Schemes and Logos. 3. Click OK to save the new color scheme. If you do not specify a color scheme for a user or group. 3. see Table 9-1 on page 75. For more information about display items on the Color Scheme page. In the Images Directory field. see “HTML Hexadecimal Color Codes” on page 121. 2. Click Administration > System Management > Color Schemes and Logos. Click Add. 4. Data Analyzer uses a default set of colors that may not match the colors of your image files. Click Apply.You must have image files for all buttons and icons that display in Data Analyzer. set the colors you want to use for the color scheme and provide the new folder name for the images. Data Analyzer uses the selected color scheme as the default for the repository. 6. Selecting a Default Color Scheme You can select a default color scheme for Data Analyzer. Make sure the image file is saved in the color scheme folder you created earlier. enter the name of the color scheme folder you created. In the Login Page Image URL field. In the Logo Image URL field. Click Preview to preview the new color scheme colors. If you do not set up new colors for the color scheme. The Color Scheme page appears. The background and logo image files can have file names that you specify. After you set up the folder for the images to use in a new color scheme. 9. select Default next to the color scheme name. All file names are case sensitive. Since Data Analyzer references the image files to display them in Data Analyzer. To create a new color scheme in Data Analyzer: 1. Data Analyzer uses the Informatica color scheme. To set the default color scheme for Data Analyzer. you can create the color scheme in Data Analyzer and use the new color scheme directory. 10. the image files for your color scheme must have the same names and format as the image files for the predefined color schemes. The Color Schemes and Logos page displays the list of available color schemes. The new color scheme folder must exist in the EAR directory for Data Analyzer to access it. Managing Color Schemes and Logos 77 . Enter the name and description of the new color scheme.

The Assign Color Scheme window appears. If the user does not have a primary group. When you assign a user and its group to different color schemes. Logoff time. You can also assign color schemes when you edit the user or group on the Access Management page. To assign a color scheme: 1. 3. Lists all repository connection activities. and debugging messages about the size of the Data Analyzer global cache. Remote host. warning. activity type. To assign the color scheme to a user or group. the user requesting the activity. ♦ ♦ ♦ Viewing the User Log With the user log. informational. System log. warning. Click the name of the color scheme you want to assign. Lists error. 6. 4. Remote address. including the success or failure of the activity. and save the user log. Click OK to save the color scheme. Data Analyzer uses the default color scheme. JDBC log.Assigning a Color Scheme You can assign color schemes to users and groups. 7. Login time. You can assign color schemes to users and groups when you edit the color scheme. Activity log. Lists the location and login and logout times for each user. 5. the user color scheme takes precedence over the group color scheme. The host name accessing Data Analyzer when available. and click Add. Managing Logs Data Analyzer provides the following logs to track events and information: ♦ ♦ User log. and the duration of the request and activity. Click Administration > System Management > Color Schemes and Logos. Lists Data Analyzer activity. To assign additional users or groups. You can also configure it to log report queries. repeat steps 3 to 5. The date and time the user logged out based on the machine running the Data Analyzer server. the objects used for the activity. The user log lists the following information: ♦ ♦ ♦ ♦ ♦ Login name. select the users or groups you want to assign to the color scheme. Global cache log. Click OK to close the dialog box. When a user belongs to more than one group. The IP address accessing Data Analyzer when available. Use the search options to produce a list of users or groups. You can view. informational. 78 Chapter 9: Managing System Settings . click Edit. Assign specific color schemes when you want a user or group to use a color scheme other than the default color scheme. you can track user activity in Data Analyzer. In the Query Results area. Data Analyzer stores the user log entries in the repository. and debugging messages. 2. Lists error. The name of the user accessing Data Analyzer. clear. The date and time the user logged in based on the machine running the Data Analyzer server. the color scheme for the primary group takes precedence over the other group color schemes.

such as the number of requests to view or run reports. see “Configuration Files” on page 129.) The SQL statement used to run a report. such as report.properties. Start time. User role. DB access. User role. (XML file only. The time the user issued the activity request. hold the pointer over the user name. Duration. Status. The overall time in milliseconds takes to perform the request. 2. Use this statistic to optimize database performance and schedule reports. Click Administration > System Management > User Log. Data Analyzer clears all entries except for users who have logged in during the past 24 hours and have not yet logged off. (XML file only. Object type. Saving and Clearing the User Log You can save the user log to an XML file. To clear the user log: 1. Click Administration > System Management > User Log. For more information about editing DataAnalyzer. If you sort the user log by a column. The difference between login and logout times for each user.000 rows in the user log. Object name. To view the role of the user. Activity. To save a user log: 1. Tables. The identification number of the activity. The type of object requested. and then follow the prompts to save the log to disk. you can track the activity requests for your Data Analyzer server. By default. To view the user log. The time in milliseconds Data Analyzer takes to send the activity request to the data warehouse.) The tables used in the SQL statement for a report. such as web. Data Analyzer displays up to 1. Click Clear. You can clear the Data Analyzer user log. By default. SQL. API.♦ ♦ Duration. hold the pointer over the user name. The Data Analyzer user requesting the activity.user. such as Execute or Update. or scheduler. Request ID. Managing Logs 79 . duration displays the length of time the user has been logged into Data Analyzer. The role of the user. The source type of the activity request. The requested activity. Source. The identification number of the request that the activity belongs to. click Administration > System Management > User Log. Data Analyzer sorts on all user log data. such as Success or Failure. Data Analyzer stores the activity log entries in the repository. You can change the number of rows by editing the value of the logging. the activity log tracks the following information: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Activity ID. If the user has not logged out. The name of the object requested. Click Save. User name. 2. Clear the activity log on a regular basis to optimize repository performance. not just the currently displayed rows. To view the role of the user. You might save a user log before clearing it to keep a record of user access. Data Analyzer deletes the log entries from the repository. The status of the activity. Configuring and Viewing the Activity Log With the activity log. When you clear the user log.properties.maxRowsToDisplay property in DataAnalyzer.

This additional information appears in the XML file generated when you save the activity log. You can clear the activity log of all entries to free space and optimize repository performance.activity. the System log displays error and warning messages. By default.000 rows in the activity log. Data Analyzer logs the additional details.maxRowsToDisplay property in the DataAnalyzer. Click SQL in the Activity Log area to log queries. You can change the name of the log file and the directory where it is saved by editing the log4j. save the activity log to file. and then follow the prompts to save the log to disk. 80 Chapter 9: Managing System Settings . If you sort the activity log by a column. click Administration > System Management > Activity Log. not just the currently displayed rows. Click Clear. When you clear the activity log.log which logs messages produced by Data Analyzer. You might save the activity log to file before you clear it to keep a record of Data Analyzer activity. select both SQL and Tables. To log the tables accessed in the query. 2. Saving and Clearing the Activity Log You can save the activity log to an XML file. Click Save.xml file. To configure the activity log: 1. Data Analyzer clears all entries from the log. To save an activity log: 1. You can locate the system log file in the following directory: <PowerCenter_install folder>/server/tomcat/jboss/server/informatica/log/<Reporting Service Name> By default. You can view the system log file with any text editor. Click Administration > System Management > Log Configuration. You can change the number of rows by editing the value of the logging. Click Administration > System Management > Activity Log. 2.To view the activity log. You can choose to display the following messages in the system log: ♦ ♦ ♦ ♦ Errors Warnings Information Debug To specify the messages displayed in the system log file: Click Administration > System Management > Log Configuration. Data Analyzer sorts on all activity log data.properties file. Configuring the System Log Data Analyzer generates a system log file named ias. You might also save the activity log to view information about the SQL statements and tables used for reports. You can configure the activity log to provide the query used to perform the activity and the database tables accessed to complete the activity. 2. To clear the activity log: 1. Click Administration > System Management > Activity Log. To view the information. Data Analyzer displays up to 1.

enter the Base distinguished name entries for your LDAP directory. If you do not know the value for BaseDN. Locate the log4j.jboss.append property in DataAnalyzer.properties.logging.dir}/log/<Reporting Service Name>/ias. contact your LDAP system administrator.log. You can use LDAP in the following ways: ♦ ♦ Authentication.home. users can email reports and shared documents to LDAP directory contacts. If you installed JBoss Application Server using the PowerCenter installer. you can add the LDAP server on the LDAP Settings page. When you add an LDAP server. use the forward slash (/) or two backslashes (\\) in the path as the file separator.log in a folder called Log_Files in the D: drive.appender. Data Analyzer does not support a single backslash as a file separator. You use the LDAP settings in Data Analyzer to access contacts within the LDAP directory service when you send email from Data Analyzer. Open the file with a text editor and locate the following lines: <appender name="IAS_LOG" class="org. For more information about LDAP authentication. You can also determine whether Data Analyzer appends data to the file or overwrites the existing JDBC log file by editing the jdbc. Modify the value of the File parameter to specify the name and location for the log file. see the PowerCenter Administrator Guide.To configure the name and location of the system log file: 1. Your changes will take affect in Data Analyzer within several minutes. Save the file. if you want to save the Data Analyzer system logs to a file named mysystem.log”/> 4. Configuring the JDBC Log Data Analyzer generates a JDBC log file.log"/> 3.log.xml file in the following directory: <PowerCenter_install folder>/server/tomcat/jboss/server/informatica/ias/<Reporting Service Name>/META-INF The above folder is available after you enable the Reporting Service and the Data Analyzer instance is started. For example. you must provide a value for the BaseDN property. Managing LDAP Settings 81 .server.DailyRollingFileAppender"> <param name="File" value="${jboss. Access LDAP directory contacts. You use the PowerCenter LDAP authentication to authenticate the Data Analyzer users and groups. modify the File parameter to include the path and file name: <param name=”File” value=”d:/Log_Files/mysystem. The Base distinguished name entries define the type of information that is stored in the LDAP directory. You can view the log file with any text editor. If you specify a path. Managing LDAP Settings Lightweight Directory Access Protocol (LDAP) is a set of protocols for accessing information directories.properties file. After you set up the connection to the LDAP directory service. 2. In the BaseDN property. To access contacts in the LDAP directory service. locate the JDBC log file in the following directory: <PowerCenter_install folder>/server/tomcat/jboss/bin/ You can change the name of the file and the directory where it is saved by editing the jdbc.file property in the DataAnalyzer.

Select System if you use Microsoft Active Directory as an LDAP directory. LDAP Server Settings Setting Name URL BaseDN Description Name of the LDAP server you want to configure. 2. You must enter a valid system name and system password for the LDAP server. Required when using System authentication. System password for the LDAP server.dc=com System Password: password The following example lists the values you need to enter on the LDAP Settings page for an LDAP server running a directory service other than Microsoft Active Directory: Name: Test URL: ldap:// machine. Click OK to save the changes. URL for the server.dc=com Authentication: System System Name: cn=Admin.dc=com Authentication: Anonymous To add an LDAP server: 1. you must choose System authentication as the type of authentication on the LDAP Settings page. Contact your LDAP system administrator for the system name and system password. If your LDAP server requires system authentication.com Base distinguished name entry identifies the type of information stored in the LDAP directory. If you do not know the BaseDN. contact your LDAP system administrator. 82 Chapter 9: Managing System Settings .company.cn=users. Required when using System authentication.company.com BaseDN: dc= company_name. Use the following format: ldap://machine.domain. Click Administration > System Management > LDAP Settings. Select Anonymous if the LDAP server allows anonymous authentication.dc= company_name. To modify the settings of an LDAP server. click the name of the LDAP server on the LDAP Settings page. System name of the LDAP server. The following example lists the values you need to enter on the LDAP Settings page for an LDAP server running Microsoft Active Directory: Name: Test URL: ldap://machine. select System. The LDAP Settings page appears.com BaseDN: dc=company_name. Click Add. Table 9-2 lists the LDAP server settings you can enter: Table 9-2. Authentication method your LDAP server uses. Enter the following information. Authentication System Name System Password 4.If you use Microsoft Active Directory as the LDAP directory. 3.

Configure an external URL so that users can access Data Analyzer from the internet. Allows users to connect to Data Analyzer from the internet. The URL must begin with http:// or https://. Click Apply. enter the URL to the outbound mail server. External URL. In the Mail Server field. To configure the mail server: 1. 3. 2. You can configure one outbound mail server at a time. Configuring the Mail Server The mail server provides outbound email access for Data Analyzer and users. Data Analyzer configures the following mobile carriers: ♦ ♦ ♦ ♦ ♦ ATT Cingular Nextel Sprint Verizon You can configure additional mobile carriers by entering connection information for the carriers. and receive email alerts. Enter the URL for the proxy server you configured during installation. You can configure the following delivery settings: ♦ ♦ ♦ Mail server. Click Administration > System Management > Delivery Settings. Managing Delivery Settings 83 . Allows users to register an SMS/Text pager or phone as an alert delivery device. The mail server you configure must support Simple Mail Transfer Protocol (SMTP). The Delivery Settings page appears. With outbound mail server configured. users can email reports and shared documents. Click Administration > System Management > Delivery Settings. 2. Configuring the External URL The external URL links Data Analyzer with your proxy server. Depending on the mail server.Managing Delivery Settings You can determine how users access Data Analyzer and which functions they can access with delivery settings. To configure the external URL: 1. 3. Allows Data Analyzer users to email reports and shared documents. SMS/text messaging and mobile carriers. you must configure SMS/Text messaging. see the Data Analyzer User Guide. For more information about using an SMS/Text pager or phone as an alert device. the users also need to select a mobile carrier. In the External URL field. you might need to create a mail server connector before configuring the mail server. To receive SMS/Text message alerts. enter the URL for the proxy server. Configuring SMS/Text Messaging and Mobile Carriers To allow users to receive one-way SMS/Text message alerts on a phone or pager. Click Apply. The Delivery Settings page appears.

84 Chapter 9: Managing System Settings . Viewing System Information On the System Information page. Click Administration > System Management > Contact Information. Servlet API. and email address of the system administrator. repository version. If you do not know the domain and extension. Operating System. You can specify contact information for the system administrator in the System Management Area. The Java vendor web site. in the Mobile Carriers task area. 3. Specifying Contact Information When a system problem occurs. enter the domain and extension of the email address associated with your device. The version of the Java Servlet API. if the wireless email address for ATT is myusername@mobile. Click Administration > System Management > Delivery Settings.net. The System Information section lists the Data Analyzer version and build. Data Analyzer adds the mobile carrier to the list of mobile carriers. version. and architecture of the machine hosting Data Analyzer. select SMS/Text Messaging. To specify contact information: 1. JDBC connection string. The version of the Java Virtual Machine (JVM). The Java vendor. Classpath. In the address field. driver version. The home directory of the JVM. database version. you can view information about Data Analyzer and the machine that hosts it. For example. To view system information: Click Administration > System Management > System Information. The version of the application server that runs Data Analyzer. The System Information page contains the following sections: ♦ System Information. Click Add. driver name. 4. The Operating System section displays the operating system. Vendor. The Delivery Settings page displays. Enter the name. and user name. In the Delivery Settings area. Click Apply. database server type. users may need to contact the system administrator.net.att. 3. Java. see your wireless carrier documentation.To configure SMS/Text Messaging and mobile carriers: 1. enter the name and address for the mobile carrier. Java Version. phone number. Home. 2. A list of the paths and files contained in the Java classpath system variable. 2. The Java section displays the following information about the Java environment on the machine hosting Data Analyzer: − − − − − − − ♦ ♦ Application Server. Vendor URL. you enter mobile.att. To add a mobile carrier.

you must log out of Data Analyzer and log in again for the new query governing settings to take effect. 2. Maximum amount of time allowed for the application server to run the report. Enter the query governing rules. You can set up these rules for querying at the following levels: ♦ ♦ ♦ ♦ System Group User Report When you change the system query governing setting or the query governing setting for a group or user. Click Edit next to the group whose properties you want to modify. Data Analyzer uses the query governing settings entered on this page. clear the Use Default Settings option. To set up group query governing rules: 1. Query governing settings for the group override system query governing settings. user. the time limit on processing a report. Data Analyzer displays a warning message and drops the excess rows.Setting Rules for Queries You can configure the time limit on each SQL query for a report. If a query returns more rows than the row limit. Data Analyzer uses the system query governing settings. and the maximum number of rows that each query returns. Default is 240 seconds. Click Administration > System Management > Query Governing. Setting Rules for Queries 85 . Enter the query governing settings you want to use. or report level. In the Query Governing section. 3. Table 9-3 describes the system query governing rules you can enter: Table 9-3. Maximum number of rows SQL returns for each query. Setting Query Rules at the System Level You can specify the query governing settings for all reports in the repository. 2. Default is 600 seconds.000 rows. To set up group query governing rules: 1. Click Apply. These settings apply to all reports. Data Analyzer uses the largest query governing setting from each group. Click Administration > Access Management > Groups. Setting Query Rules at the Group Level You can specify query governing settings for all reports belonging to a specific group. Report Processing Time includes time to run all queries for the report. When this option is selected. If a user belongs to one or more groups in the same level in the group hierarchy. System Query Governing Settings Setting Query Time Limit Report Processing Time Limit Description Maximum amount of time for each SQL query. You may have more than one SQL query for the report. unless you override them at the group. Row Limit 3. When you clear this option. 4. Default is 20. The Query Governing page appears.

For more information about each setting, see Table 9-3 on page 85.
5.

Click OK. Data Analyzer saves the group query governing settings.

Setting Query Rules at the User Level
You can specify query governing settings for all reports belonging to a specific user. Query governing settings for the user override group and system query governing settings.
To set up user query governing rules: 1. 2. 3.

Click Administration > Access Management > Users. Click the user whose properties you want to modify. In the Query Governing section, clear the Use Default Settings option. When you clear this option, Data Analyzer uses the query governing settings entered on this page. When this option is selected, Data Analyzer uses the query governing settings for the group assigned to the user.

4.

Enter the query governing settings you want to use. For more information about each setting, see Table 9-3 on page 85.

5.

Click OK. Data Analyzer saves the user query governing settings.

Query Governing Rules for Users in Multiple Groups
If you specify query governing settings for a user, Data Analyzer uses the query governing setting when it runs reports for the user. If you do not specify query governing settings for a user, Data Analyzer uses the query governing settings for the group that the user belongs to. If a user belongs to multiple groups, Data Analyzer assigns the user the least restrictive query governing settings available. Data Analyzer ignores groups with the system default query governing settings. For example, you have not specifically configured query governing settings for a user. The user belongs to three groups with the following query governing settings:
Group Group 1 Group 2 Group 3 Row Limit 25 rows Query Time Limit 30 seconds

Default query governing settings 18 rows 120 seconds

Data Analyzer does not consider Group 2 in determining the group query governing settings to use for the user reports. For the row limit, Data Analyzer uses the setting for Group 1 since it is the least restrictive setting. For query time limit, Data Analyzer uses the setting for Group 3 since it is the least restrictive setting.

Setting Query Rules at the Report Level
You can specify query governing settings for a specific report. Query governing settings for a specific report override group, user, and system query governing settings.
To set up report query governing rules: 1. 2. 3.

Click the Find tab. Click the report whose properties you want to modify. Click Edit.

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4. 5. 6.

Click Publish. On the Report Properties tab, click More Options. In the Query Governing section, clear the Use Default Settings option. When you clear this option, Data Analyzer uses the query governing settings entered on this page. When this option is selected, Data Analyzer uses the query governing settings for the user.

Setting Rules for Queries

87

7.

Enter the query governing settings you want to use. For more information about each setting, see Table 9-3 on page 85.

8.

Click Save.

Configuring Report Table Scroll Bars
You can configure report tables to appear with a scroll bar. When you enable the Show Scroll Bar on Report Table option, Data Analyzer displays a scroll bar when data in a report table extends beyond the size of the browser window. When the option is disabled, you use the browser scroll bar to navigate large report tables. By default, Data Analyzer displays scroll bars in report tables.
To change report table scroll bar display: 1.

Click Administration > System Management > Report Settings. The Report Settings page appears.

2. 3.

To allow scroll bars, select Show Scroll Bar on Report Table. To disable scroll bars, clear the option. Click Apply.

Configuring Report Headers and Footers
In the Header and Footer page, you can configure headers and footers for reports. You can configure Data Analyzer to display text, images, or report information such as report name. Headers and footers display on the report when you complete the following report tasks:
♦ ♦ ♦ ♦ ♦

Print. Headers and footers display in the printed version of the report. Export. Headers and footers display when you export to an HTML or PDF file. Broadcast. Headers and footers display when you broadcast a report as an HTML, PDF, or Excel file. Archive. Headers and footers display when you archive a report as an HTML, PDF, or Excel file. Email. Headers and footers display when you email a report as an HTML or PDF file.

You can display text or images in the header and footer of a report. When you select the headers and footers to display, preview the report to verify that the headers and footers display properly with enough spaces between text or images. Table 9-4 lists the options you can select to display in the report headers and footers:
Table 9-4. Display Options for Report Headers and Footers
Header/Footer Left Header Center Header Right Header Display Options Text or image file. Text. Text.

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Text and Page Number. If you want to modify or use a new image for the left header or right footer. Select to display text or image. enter the following URL: http://monet. Center Footer Right Footer The image files you display in the left header or the right footer of a report can be any image type supported by your browser. middle name. Date when the report was last updated. enter the complete URL for the image when you configure the header or footer. port 7001. or select report property to display. or last name.com:7001/Header_Logo. . Data Analyzer does not display any image for the report header or footer. export. Name of the user. For example. Select an option and enter text to display. Data Analyzer looks for the header and footer image files in the image file directory for the current Data Analyzer color scheme.PaintersInc. Click Administration > System Management > Header and Footer. Enter the text or image file name to display. Text or image file. Data Analyzer displays the specified name in the footer. Select report properties to display. Display Options for Report Headers and Footers Header/Footer Left Footer Display Options One or more of the following report properties: . Or select to display both. Data Analyzer shrinks the font to fit the text in the allotted space by default. if the host name of the web server where you saved the Header_Logo. archive.Table 9-4.Last Update. The Report Header and Footer page appears. or email the report. .ShrinktoWidth property in the DataAnalyzer. If you want to use an image file in a different location. The report header and footer image files are stored with the color scheme files in the EAR directory. When you enter a large amount of text in a header or footer.HeaderFooter. If a user specifies a first name.Printed On.PaintersInc.User Name. .gif image file is http://monet.gif If Data Analyzer cannot find the header or footer image in the color scheme directory or the URL. Configuring Report Headers and Footers 89 . Select an option and enter text. Users can specify their names on the Manage Account tab.Name. By default. Date and time when you print. Name of the report.properties file to determine how Data Analyzer handles long headers and footers. allowing Data Analyzer to display only the text that fits in the header or footer. To configure report headers and footers: 1. You can also configure Data Analyzer to keep header and footer text the configured font size.com. broadcast. you must update the images in the EAR directory. You can use the PDF.

you can choose properties specific to the report. Or click Cancel to discard the changes to the headers and footers. If the image is not in the default image directory. see Table 9-4 on page 88. 3. select the headers you want to display and enter the header text. enter the name of the department.2. In the Categories area. 4. To configure report headers. To use an image for the right footer. In the Departments area. select the footer you want to display. Data Analyzer saves the department or category names you added. Click Administration > System Management > Metadata Configuration. Adobe Acrobat launches in a new browser window to display a preview of the report. Click Add. 6. 90 Chapter 9: Managing System Settings . 3. such as Human Resource and Development. The category name appears in the list in the Categories area. To configure department and category: 1. close the preview window and click Preview again to see the new report header and footer. Click Preview to see how the report will look with the headers and footers you selected. To use an image for the left header. select the top field and enter the text to display. To use text for left headers. select the top field and enter the text to use. To use text for the right footer. select the lower field and enter the name of the file to use. such as Quarterly or Monthly. enter the name of the category. To configure report footers. 5. 2. Configuring Departments and Categories You can associate repository objects with a department or category to organize repository objects. 4. The department name appears in the list in the Departments area. Click Add. For more information about the header and footer display options. click Apply to set the report header and footer. Click OK. You might use department names to organize repository objects according to the departments in your organization. On the Report Header and Footer page. Associating repository objects with a department or category can also help you search for these objects on the Find tab. Data Analyzer looks for the header and footer images in the image directory for the color scheme. Note: If you make more changes in the report header and footer configuration. You can associate the category or department you created with repository objects. For left footers. 6. specify the complete URL. You might use category names to organize repository objects according to object characteristics. 5. Close the preview window. The Categories Departments page appears. select the lower field and enter the name of an image file in the Data Analyzer EAR file or specify a URL for the image.

Restart Data Analyzer.xml file with a text editor and locate the line containing the following property: showSearchThreshold The value of the showSearchThreshold property is the number of groups or users Data Analyzer displays without providing the Search box. To change group or user display options in web. Note: The web.Configuring Display Settings for Groups and Users By default. if you have more than 100 groups or users.xml so you can configure the user or group display according to your requirements: ♦ ♦ showSearchThreshold.ias. useradmin.com. Change the value of the searchLimit property according to your requirements. Default is 1.com. Determines the maximum number of groups or users in the search results before you must refine the search criteria. refine the search criteria. useradmin.xml file before you modify it. You can customize the way Data Analyzer displays users or groups. Locate the line containing the following property: searchLimit The value of the searchLimit property is the maximum number of groups or users in the search result before you must refine the search criteria.000 groups or users in the search results.xml file is stored in the EAR directory.xml.informatica. Change the value of the showSearchThreshold property according to your requirements. 4.ias. Open the /custom/properties/web.xml: 1. Default is 100. Back up the web. Data Analyzer provides the following properties in a file named web. <init-param> <param-name> InfUserAdminUIConfigurationStartup. searchLimit.000. If Data Analyzer returns more than 1. Save and close web. Data Analyzer displays a Search box so you can find the group or user you want to edit. 2. <init-param> <param-name> InfUserAdminUIConfigurationStartup. Determines the number of groups or users Data Analyzer displays before displaying the Search box.showSearchThreshold </param-name> <param-value>100</param-value> </init-param> 3. 6.searchLimit </param-name> <param-value>1000</param-value> </init-param> 5. Configuring Display Settings for Groups and Users 91 .informatica.

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or change the format of any report. They also require a data connector that includes the Data Analyzer administrative reports data source and operational schema. They require a data source that points to the Data Analyzer repository. 97 Overview Data Analyzer provides a set of administrative reports that enable system administrators to track user activities and monitor processes. 94 Using the Data Analyzer Administrative Reports. the number of reports accessed in each hour for the day. You can enhance the reports to suit your needs and help you manage the users and processes in Data Analyzer more efficiently. On the Administrator’s Dashboard. The Data Analyzer administrative reports use an operational schema based on tables in the Data Analyzer repository. Data Analyzer Administrative Reports folder. and any errors encountered when Data Analyzer runs cached reports. After you set up the Data Analyzer administrative reports. The Administrator’s Dashboard has the following containers: ♦ Today’s Usage. If you need additional information in a report. The reports provide a view into the information stored in the Data Analyzer repository. Administrator’s Dashboard The Administrator’s Dashboard displays the indicators associated with the administrative reports. 93 . 93 Setting Up the Data Analyzer Administrative Reports. you can view and use the reports just like any other set of reports in Data Analyzer. You can access all administrative reports in the Data Analyzer Administrative Reports public folder under the Find tab.CHAPTER 10 Working with Data Analyzer Administrative Reports This chapter includes the following topics: ♦ ♦ ♦ Overview. you can modify it to add metrics or attributes. Provides information on the number of users who logged in for the day. They include details on Data Analyzer usage and report schedules and errors. you can quickly see how well Data Analyzer is working and how often users log in. You can view the administrative reports in two areas: ♦ ♦ Administrator’s Dashboard. You can add charts or indicators.

To set up the administrative reports. For more information. The Data Source page appears. see “Step 1. 4. see “Step 2. Add the administrative reports to a schedule. see “Step 4. Set Up a Data Source for the Data Analyzer Repository” on page 94. The administrative reports display information from the Data Analyzer repository. You must enable the Reporting Service and access the Data Analyzer URL to set up the administrative reports. click Add. 3. Admin Reports. Enter a name and description for the data source. Future Usage. open. You need a data source to connect to the repository. For more information. Also provides reports on the most and least accessed reports for the year. and run reports from this folder. 5.♦ ♦ ♦ Historical Usage. You must create a data source that points to the Data Analyzer repository. Set Up a Data Source for the Data Analyzer Repository The administrative reports provide information on the Data Analyzer processes and usage. The information comes from the Data Analyzer repository. 3. Import the Data Analyzer Administrative Reports” on page 95. Select JDBC Data Source. For more information about. complete the following steps: 1. 2. Add the Data Source to a Data Connector” on page 95. and the longest running cached reports for the current month. For more information. 2. you can set up the administrative reports on Data Analyzer. Setting Up the Data Analyzer Administrative Reports Informatica ships a set of prepackaged administrative reports for Data Analyzer. Displays the users who logged in the most number of times during the month. To have the reports and indicators regularly updated. Provides a report on the Data Analyzer users who have never logged in. Note: If you have a data source that points to the Data Analyzer repository. On the Data Sources page. 94 Chapter 10: Working with Data Analyzer Administrative Reports . you can skip this step and use the existing data source for the administrative reports. Add the repository data source to a data connector. the longest running on-demand reports. Import the administrative reports to the Data Analyzer repository. and then add the data source to a data connector. Click Administration > Schema Design > Data Sources. Select the server type of your Data Analyzer repository. You can view. After you create a Reporting Service in the PowerCenter Administration Console and the corresponding Data Analyzer instance is running properly. 4. Add the Administrative Reports to Schedules” on page 96. To create the repository data source: 1. Data Analyzer Administrative Reports Folder The Data Analyzer Administrative Reports folder stores all the administrative reports. To run the administrative reports. Step 1. you can run the administrative reports on specific schedules. Lists the cached reports in Data Analyzer and when they are scheduled to run next. Import the XML files in the <PowerCenter_install folder>/DA-tools/AdministrativeReports folder to the Data Analyzer repository. see “Step 3. Create a data source for the Data Analyzer repository. you need a data connector that contains the data source to the repository.

The server type list includes the following databases: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Oracle. SQL Server. If Data Analyzer does not have a data connector. verify that the repository database information is correct. Select to connect to a Sybase repository. see the Data Analyzer Schema Designer Guide.Data Analyzer provides JDBC drivers to connect to the Data Analyzer repository and data warehouse. If the connection fails. Teradata. ensure that the Reporting Service is enabled and the Data Analyzer instance is running properly. Select if you want to use a different driver or you have a repository that requires a different driver than those provided by Data Analyzer. Import the XML files under the <PowerCenter_install folder>/DA-tools/AdministrativeReports folder. 6. Typically. Click the name of the system data connector. Sybase ASE. When you select the server type. schedules. 8. If you have several data connectors and you want to use a specific data connector for the administrative reports. Enter the user name and password to connect to the repository database. Setting Up the Data Analyzer Administrative Reports 95 . Click Administration > Schema Design > Data Connectors. 9. Import the Data Analyzer Administrative Reports Before you import the Data Analyzer administrative reports. Data Analyzer displays the properties of the system data connector. The XML files contain the schemas. Select to connect to an Oracle repository. Customize the JDBC connection string with the information for your Data Analyzer repository database. 2. Add the Data Source to a Data Connector Data Analyzer uses a data connector to connect to a data source and read the data for a report. For more information about data connectors. 3. see “Importing Objects to the Repository” on page 49. Other. add the administrative reports data source to the system data connector. click Add. Test the connection. Data Analyzer does not support a DB2 repository on OS/390. DB2 (AS/400). Data Analyzer does not support a DB2 repository on AS/400. you must provide the driver name and connection string. When you select Other. Select to connect to an IBM DB2 repository. DB2. dashboards. Step 3. and database-specific global variables that you need to run the administrative reports. 7. Select to connect to a Microsoft SQL Server repository. Data Analyzer does not support a Teradata repository. DB2 (OS/390). Consult your database administrator if necessary. In the Additional Schema Mappings section. Click OK. add the administrative reports data source to the specific data connector. Data Analyzer supplies the driver name and connection string format for the JDBC drivers that Data Analyzer provides. For more information about importing XML files. Step 2. To add the administrative reports data source to the system data connector: 1. To enable Data Analyzer to run the administrative reports. you must create one before running the Data Analyzer administrative reports. Data Analyzer uses the system data connector to connect to all the data sources required for Data Analyzer reports. The Data Connectors page appears.

Click OK. The Midnight Daily schedule is one of the schedules created when you install Data Analyzer. Locate and click the folder named Data Analyzer Administrative Reports. 3. In the Data Source list. The public folder named Data Analyzer Administrative Reports contains the administrative reports. You can now run the administrative reports using the system data connector. Click Publish. click Public Folders. The PA_Reposit operational schema is one of the schemas installed by the PowerCenter Reports installer. verify that the cached reports are assigned to the appropriate schedules. 4. Step 4. 5.Data Analyzer expands the section and displays the available schemas in the repository. and then select Hourly Refresh from the list of schedules. 6. Select a report to add to a schedule. select Cached. Add the Administrative Reports to Schedules Data Analyzer provides a set of schedules that you can use to run the administrative reports on a regular basis. 96 Chapter 10: Working with Data Analyzer Administrative Reports . On the Properties tab. Repeat steps 1 to 8 to verify that the following administrative reports are assigned to the appropriate schedules: Report Todays Logins Todays Report Usage by Hour Top 5 Logins (Month To Date) Top 5 Longest Running On-Demand Reports (Month To Date) Top 5 Longest Running Scheduled Reports (Month To Date) Total Schedule Errors for Today Schedule Hourly Refresh Hourly Refresh Midnight Daily Midnight Daily Midnight Daily Hourly Refresh The Hourly Refresh schedule is one of the schedules installed by the PowerCenter Reports installer. 7. After you import all the necessary objects for the administrative reports. you might want to review the list of reports in the Data Analyzer Administrative Reports folder to make sure that the cached reports have been added to the correct schedule. select the administrative reports data source you created earlier. 4. Click Edit. select PA_Reposit and click Add >>. 8. 7. 9. Click Add. In the Available Schemas section. Click the Find Tab. 6. The report appears in the Create Report wizard. Save the report. 5. To add the administrative reports to schedules: 1. In the folders section of the Find tab. 2. Data Analyzer displays the additional schema mapping for the system data connector. After you complete the steps to add the reports to the schedules.

Data Analyzer provides the following administrator reports. Use this on-demand report to view the activity logs. This report provides information about the next scheduled update for cached reports. To review the schedule for a report in the Data Analyzer Administrative Reports folder. it displays access information for all reports in the repository. The report shows the list of 10 reports that users find most useful. It is the primary report for an analytic workflow. Data Analyzer updates this cached report based on the Hourly Refresh schedule. After you schedule the administrative reports.10. Use this report to determine the system usage for the current day. This report provides the login count and average login duration for users who logged in on the current day. The report displays the user names and number of times each user logged in. Data Analyzer updates this cached report based on the Hourly Refresh schedule. You can access this report from the Find tab. You can access this report from the Admin Reports container on the Administrator’s Dashboard and from the Find Tab. You can access this report from the Historical Usage container on the Administrator’s Dashboard and from the Find Tab. Top 5 Logins (Month To Date). Data Analyzer updates this cached report based on the Hourly Refresh schedule. It is the primary report for an analytic workflow. Report Refresh Schedule. Bottom 10 Least Accessed Reports this Year. Using the Data Analyzer Administrative Reports The Data Analyzer administrative reports are located in the Data Analyzer Administrative Reports public folder on the Find tab. Use this report to determine the users who logged in to Data Analyzer the most number of times in the current month. This report provides information about the number of reports accessed for each hour of the current day. You can access this report from the Today’s Usage container on the Administrator’s Dashboard and from the Find Tab. Use this report to monitor the update time for various reports. Use this on-demand report to determine the 10 least used reports in the current calendar year. the report provides detailed information about all reports accessed by any user in the current day. Report Activity Details for Current Month. When you run the Report Activity Details from the Find tab. It is the primary report for an analytic workflow. Use this report to get information on the reports accessed by users in the current day. You can access this report from the Admin Reports container on the Administrator’s Dashboard and from the Find Tab. You can also use it to determine whether an on-demand report needs to ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Using the Data Analyzer Administrative Reports 97 . select a report and look at the Report Properties section. Todays Logins. View this report as part of the analytic workflows for several primary reports or as a standalone report. Top 5 Longest Running On-Demand Reports (Month To Date). You can access this report from the Find tab. You can access this report from the Today’s Usage container on the Administrator’s Dashboard and from the Find Tab. You can view this report as part of the analytic workflow for the Todays Logins primary report or as a standalone report. This report displays the average response time for the five longest-running on-demand reports in the current month to date. listed in alphabetical order: ♦ ♦ Activity Log Details. Top 10 Most Accessed Reports this Year. Use this report to determine the reports most accessed by users in the current calendar year. Use this report to help you tune the database or web server. When you run this report from the Find tab. Data Analyzer updates this cached report based on the Midnight Daily schedule. Reports Accessed by Users Today. you need to create a data source for the repository. You can also access these reports from the Administrator’s Dashboard. Report Activity Details. Todays Report Usage by Hour. This on-demand report provides information about the reports accessed within the current month. Use this report to monitor the update time for various reports. You can access this report from the Future Usage container on the Administrator’s Dashboard and from the Find Tab.

run on a schedule. You can access this report from the Historical Usage container on the Administrator’s Dashboard and from the Find Tab. Data Analyzer updates this cached report based on the Midnight Daily schedule.

Top 5 Longest Running Scheduled Reports (Month To Date). This report displays the time that Data Analyzer takes to display the five longest running cached reports in the current month to date. Use this report for performance tuning and for determining whether a cached report needs to run on demand. You can access this report from the Historical Usage container on the Administrator’s Dashboard and from the Find Tab. Data Analyzer updates this cached report based on the Midnight Daily schedule. Total Schedule Errors for Today. This report provides the number of errors Data Analyzer encountered when running cached reports. Use this report to monitor cached reports and modify them if necessary. You can access this report from the Today’s Usage container on the Administrator’s Dashboard and from the Find Tab. Data Analyzer updates this cached report based on the Hourly Refresh schedule. User Log Details. Use this on-demand report to view the user logs. You can access this report from the Find tab. User Logins (Month To Date). This report displays the number of times each user logged in during the month. Use this report to determine how often users log in to Data Analyzer. You can access this report from the Historical Usage container on the Administrator’s Dashboard and from the Find Tab. Users Who Have Never Logged On. This report provides information about users who have never logged in to Data Analyzer. Use this report to make administrative decisions about disabling accounts. You can access this report from the Admin Reports container on the Administrator’s Dashboard and from the Find Tab.

♦ ♦

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CHAPTER 11

Performance Tuning
This chapter includes the following topics:
♦ ♦ ♦ ♦ ♦

Overview, 99 Database, 99 Operating System, 101 Application Server, 106 Data Analyzer Processes, 111

Overview
Data Analyzer requires the interaction of several components and services, including those that may already exist in the enterprise infrastructure, such as the enterprise data warehouse and authentication server. Data Analyzer is built on JBoss Application Server and uses related technology and application programming interfaces (APIs) to accomplish its tasks. JBoss Application Server is a Java 2 Enterprise Edition (J2EE)compliant application server. Data Analyzer uses the application server to handle requests from the web browser. It generates the requested contents and uses the application server to transmit the content back to the web browser. Data Analyzer stores metadata in a repository database to keep track of the processes and objects it needs to handle web browser requests. You can tune the following components to optimize the performance of Data Analyzer:
♦ ♦ ♦ ♦

Database Operating system Application server Data Analyzer

Database
Data Analyzer has the following database components:
♦ ♦

Data Analyzer repository Data warehouse

99

The repository database contains the metadata that Data Analyzer uses to construct reports. The data warehouse contains the data for the Data Analyzer reports. The data warehouse is where the report SQL queries are executed. Typically, it has a very high volume of data. The execution time of the reports depends on how well tuned the database and the report queries are. Consult the database documentation on how to tune a high volume database for optimal SQL execution. The Data Analyzer repository database contains a smaller amount of data than the data warehouse. However, since Data Analyzer executes many SQL transactions against the repository, the repository database must also be properly tuned to optimize the database performance. This section provides recommendations for tuning the Data Analyzer repository database for best performance.
Note: Host the Data Analyzer repository and the data warehouse in separate database servers. The following

repository database tuning recommendations are valid only for a repository that resides on a database server separate from the data warehouse. If you have the Data Analyzer repository database and the data warehouse in the same database server, you may need to use different values for the parameters than those recommended here.

Oracle
This section provides recommendations for tuning the Oracle database for best performance.

Statistics
To ensure that the repository database tables have up-to-date statistics, periodically run the following command for the repository schema:
EXEC DBMS_STATS.GATHER_SCHEMA_STATS(ownname=><RepositorySchemaName>, cascade=>true,estimate_percent=>100);

Shared Pool and Database Cache Size
For optimal performance, set the following parameter values for the Data Analyzer repository database:
shared_pool_size = 100000000 (100 M) db_cache_size = 100000000 (100 M)

For more information about tuning an Oracle database, see the Oracle documentation.

User Connection
For an Oracle repository database running on HP-UX, you may need to increase the number of user connections allowed for the repository database so that Data Analyzer can maintain continuous connection to the repository. To enable more connections to the Oracle repository, complete the following steps: 1. At the HP-UX operating system level, raise the maximum user process (maxuprc) limit from the default of 75 to at least 300. Use the System Administration Manager tool (SAM) to raise the maxuprc limit. Raising the maxuprc limit requires root privileges. You need to restart the machine hosting the Oracle repository for the changes to take effect. 2. In Oracle, raise the values for the following database parameters in the init.ora file:
♦ ♦

Raise the value of the processes parameter from 150 to 300. Raise the value of the pga_aggregate_target parameter from 32 MB to 64 MB (67108864).

Updating the database parameters requires database administrator privileges. You need to restart Oracle for the changes to take effect. If the Data Analyzer instance has a high volume of usage, you may need to set higher limits to ensure that Data Analyzer has enough resources to connect to the repository database and complete all database processes.

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You need to increase these values because the Java threads need to have access to the same area of shared memory and its resultant segments. enter the following commands as root on the machine where you install Data Analyzer: # echo "2147483648" > /proc/sys/kernel/shmmax # echo "250 32000 100 128" > /proc/sys/kernel/sem These changes only affect the system as it is running now.d/rc. Linux limits the amount of memory and the number of memory segments that can be shared among applications to a reasonably small value. Enlarge the maximum per-process open file descriptors. Use the ulimit command to set the file descriptor limit. set the following parameter values for the Data Analyzer repository database: LOCKLIST = 600 MAXLOCKS=40 DBHEAP = 4000 LOGPRIMARY=100 LOGFILSIZ=2000 For more information about DB2 performance tuning. Enlarge the maximum open file descriptors.nsf/RedbookAbstracts/sg246432. Linux To optimize Data Analyzer on Linux. The following recommendations for tuning the operating system are based on information compiled from various application server vendor web sites. refer to the following IBM Redbook: http://publib-b. Operating System For all UNIX operating systems.local Operating System 101 . periodically run the following command for the repository schema: REORGCHK UPDATE STATISTICS on SCHEMA <DBSchemaName> Analysis of table statistics is important in DB2. If you do not update table statistics periodically.boulder.com/Redbooks. You must modify basic system and kernel settings to allow the Java component better access to the resources of your system: ♦ ♦ ♦ Enlarge the shared memory and shared memory segments. Enlarging Shared Memory and Shared Memory Segments By default. periodically run the sp_updatestats stored procedure on the repository schema. make sure the file descriptor limit for the shell running the application server process is set to at least 2048. For optimal performance. To change these parameters. Enter the following commands to make them permanent: # echo '#Tuning kernel parameters' >> /etc/rc. you may encounter transaction deadlocks during times of high concurrency usage.IBM DB2 To ensure that the repository database tables have up-to-date statistics.ibm.html?Open Microsoft SQL Server 2000 To ensure that repository database tables and indexes have up-to-date statistics. you need to make several changes to your Linux environment.

com/dspp/tech/tech_TechDocumentDetailPage_IDX/1.so' >> /etc/pam.local Enlarging the Maximum Per-Process Open File Descriptors Increase the maximum number of open files allowed for any given process.1701.1620.conf 'session required /lib/security/pam_limits. Recommended Settings for Linux Parameters Linux Parameters /sbin/ifconfig lo mtu kernel. Enter the following command as root to increase the maximum number of open file descriptors: # echo "65536" > /proc/sys/fs/file-max These changes affect the system as it is currently running.hp.conf '* soft nofile 4096' >> /etc/security/limits.tcp_max_syn_backlog Suggested Values 1500 1024 8192 HP-UX You can tune the following areas in the HP-UX operating system to improve overall Data Analyzer performance: ♦ ♦ ♦ Kernel Java Process Network Kernel Tuning HP-UX has a Java-based configuration utility called HPjconfig which shows the basic kernel parameters that need to be tuned and the different patches required for the operating system to function properly.d/login Additional Recommended Settings Table 11-1 shows additional recommended settings for Linux operating system parameters: Table 11-1.ipv4.html The HPjconfig recommendations for a Java-based application server running on HP-UX 11 include the following parameter values: Max_thread_proc = 3000 Maxdsiz = 2063835136 Maxfiles=2048 Maxfiles_lim=2048 Maxusers=512 102 Chapter 11: Performance Tuning . Increasing this limit removes any bottlenecks from all the Java threads requesting files. By default. this is set to 4096 files.d/rc.00. Enter the following commands to make them permanent: # echo 'echo "65536" > /proc/sys/fs/file-max' >> /etc/rc.msgmni net.www2.conf '* hard nofile 4096' >> /etc/security/limits.d/rc.d/rc. You can download the configuration utility from the following HP web site: http://h21007.# echo 'echo "2147483648" > /proc/sys/kernel/shmmax' >> /etc/rc.local # echo 'echo "250 32000 100 128" > /proc/sys/kernel/sem' >> /etc/rc.local Enlarging the Maximum Open File Descriptors Linux has a programmed limit for the number of files it allows to be open at any one time. Enter the following commands as root to increase the maximum open file descriptors per process: # # # # echo echo echo echo '# Set soft and hard process file descriptor limits' >> /etc/security/limits.

it is important that the HP-UX operating system is on the proper patch level as recommended by the HPjconfig tool. The default value for the Java virtual machine instruction and data page sizes is 4 MB. For more information about kernel parameters affecting Java performance.hp. to set the tcp_conn_request_max parameter. Set parameters in the /etc/system file. Table 11-2 provides guidelines for ndd settings: Table 11-2. Solaris You can tune the Solaris operating system to optimize network and TCP/IP operations in the following ways: ♦ ♦ ♦ Use the ndd command. use the following command: chatr +pi64M +pd64M <JavaHomeDir>/bin/PA_RISC2. Set parameters on the network card.com/hpux/onlinedocs/TKP-90203/TKP-90203.Ncallout=6000 Nfile=30000 Nkthread=3000 Nproc=2068 Note: For Java processes to function properly. as shown in the following example: ndd -set /dev/tcp tcp_conn_req_max_q 16384 Tip: Use the netstat -s -P tcp command to view all available TCP-related parameters. Increase the value to 64 MB to optimize the performance of the application server that Data Analyzer runs on. restart the machine. Recommended ndd Settings for HP-UX ndd Setting tcp_conn_request_max tcp_xmit_hiwater_def tcp_time_wait_interval tcp_recv_hiwater_def tcp_fin_wait_2_timeout Recommended Value 16384 1048576 60000 1048576 90000 For example. see the document titled “Tunable Kernel Parameters” on the following HP web site: http://docs. Setting Parameters Using ndd Use the ndd command to set the TCP-related parameters. use the following command: ndd -set /dev/tcp tcp_conn_request_max 1024 After modifying the settings. For more information about tuning the HP-UX kernel. use the ndd command to view and set the network parameters.0/native_threads/java Network Tuning For network performance tuning. To set the JVM virtual page size.html Java Process You can set the JVM virtual page size to improve the performance of a Java process running on an HP-UX machine. Operating System 103 . see the HP documentation.

holding these socket resources can have a significant negative impact on performance. To optimize socket performance.7. This parameter determines the time interval that a TCP socket is kept alive after issuing a close call.Table 11-3 lists the TCP-related parameters that you can tune and their recommended values: Table 11-3. and other tuning parameters in the /etc/system file. Setting this parameter to a value of 60000 (60 seconds) has shown a significant throughput enhancement when running benchmark JSP tests on Solaris. Recommended ndd Settings for Solaris ndd Setting /dev/tcp tcp_time_wait_interval /dev/tcp tcp_conn_req_max_q /dev/tcp tcp_conn_req_max_q0 /dev/tcp tcp_ip_abort_interval /dev/tcp tcp_keepalive_interval /dev/tcp tcp_rexmit_interval_initial /dev/tcp tcp_rexmit_interval_max /dev/tcp tcp_rexmit_interval_min /dev/tcp tcp_smallest_anon_port /dev/tcp tcp_xmit_hiwat /dev/tcp tcp_recv_hiwat /dev/tcp tcp_naglim_def /dev/ce instance /dev/ce rx_intr_time /dev/tcp tcp_fin_wait_2_flush_interval Recommended Value 60000 16384 16384 60000 30000 4000 10000 3000 32768 131072 131072 1 0 32 67500 Note: Prior to Solaris 2. configure your operating system to have the appropriate number of file descriptors. the hash table size. Note: Restart the machine if you modify /etc/system parameters. Setting Parameters in the /etc/system File Each socket connection to the server consumes a file descriptor. You might want to decrease this setting if the server is backed up with a queue of half-opened connections. Table 11-4 lists the /etc/system parameters that you can tune and the recommended values: Table 11-4. When many clients connect for a short period of time. Change the default file descriptor limits. Recommended /etc/system Settings for Solaris Parameter rlim_fd_cur rlim_fd_max tcp:tcp_conn_hash_size semsys:seminfo_semume semsys:seminfo_semopm *shmsys:shminfo_shmmax autoup Recommended Value 8192 8192 32768 1024 200 4294967295 900 104 Chapter 11: Performance Tuning . The default value of this parameter on Solaris is four minutes. the tcp_time_wait_interval parameter was called tcp_close_ wait_interval.

net file. Setting Parameters on the Network Card Table 11-5 lists the CE Gigabit card parameters that you can tune and the recommended values: Table 11-5. Recommended Buffer Size Settings for no Command for AIX Parameter tcp_sendspace tcp_recvspace rfc1323 tcp_keepidle Recommended Value 262144 262144 1 600 Table 11-7 lists the nfso parameters that you can set and their recommended values: Table 11-7. Use the no and nfso commands to set the buffer sizes. see the Performance Management Guide on the IBM web site: http://publib16. Recommended CE Gigabit Card Settings for Solaris Parameter ce:ce_bcopy_thresh ce:ce_dvma_thresh ce:ce_taskq_disable ce:ce_ring_size ce:ce_comp_ring_size ce:ce_tx_ring_size Recommended Value 256 256 1 256 1024 4096 For more information about Solaris tuning options. Recommended Buffer Size Settings for nfso Command for AIX Parameter nfs_socketsize nfs_tcp_socketsize Recommended Value 200000 200000 To permanently set the values when the system restarts.Table 11-4. to set the tcp_sendspace parameter. Recommended /etc/system Settings for Solaris Parameter tune_t_fsflushr Recommended Value 1 *Note: Set only on machines that have at least 4 GB of RAM. For example. see the Solaris Tunable Parameters Reference Manual.com/pseries/en_US/aixbman/prftungd/prftungd. you can increase the TCP/IP or UDP buffer sizes.htm Operating System 105 .ibm. add the commands to the /etc/rc. For more information about AIX tuning options. use the following command: /usr/sbin/no -o tcp_sendspace=262144 Table 11-6 lists the no parameters that you can set and their recommended values: Table 11-6.boulder. AIX If an application on an AIX machine transfers large amounts of data.

maxSpareThreads. Application Server JBoss Application Server consists of several components. If the number of threads is too low.sar/server. Data Analyzer may generate unexpected results if you modify properties that are not documented in this section. the parameter is set to 200. some users may need to wait for their HTTP request to be served. The following are some of the JBoss Application Server components and recommendations for tuning parameters to improve the performance of Data Analyzer running on JBoss Application Server. the parameter is set to 50. the Windows 2000 default settings for the TCP/IP parameters are adequate to ensure optimal network performance. more concurrent users may cause the application server to sustain a higher processing load. Maximum number of request processing threads that can be created in the pool. Maximum number of unused request processing threads that can exist before the pool begins stopping the unused threads. waiting. To tune the Servlet/JSP container. Data Analyzer is configured to have a maximum of 250 request processing threads which is acceptable for most environments. Decreasing the number of threads means that fewer users can use Data Analyzer concurrently. leading to a general slow down of Data Analyzer. then the following message may appear in the log files: ERROR [ThreadPool] All threads are busy. If not specified.address}" maxThreads="250" strategy="ms" maxHttpHeaderSize="8192" emptySessionPath="true" enableLookups="false" redirectPort="8443" acceptCount="100" connectionTimeout="20000" disableUploadTimeout="true"/> The following parameters may need tuning: ♦ maxThreads. the parameter is set to 4. Usually.5 Servlet/JSP container. Servlet/JSP Container JBoss Application Server uses the Apache Tomcat 5.5-doc/config/index.A HTTP/1. You may need to modify this value to achieve better performance. Increasing the number of threads means that more users can use Data Analyzer concurrently.org/tomcat-5. Please increase maxThreads Although the Servlet/JSP container configuration file contains additional properties. see the Apache Tomcat Configuration Reference on the Apache Tomcat website: http://tomcat. which determines the maximum number of simultaneous requests that the Servlet/JSP container can handle. Set the attribute to a value smaller than the value set for maxThreads. each of which has a different set of configuration files and parameters that can be tuned. However.1 Connector on port 8080 --> <Connector port="8080" address="${jboss. If not specified. Fewer concurrent users may alleviate the load on the application server. minSpareThreads. modify the following configuration file: <JBOSS_HOME>/server/informatica/deploy/jbossweb-tomcat55. For additional information about configuring the Servlet/JSP container. For more 106 Chapter 11: Performance Tuning . ♦ ♦ By default.xml The following is a typical configuration: <!-. You can tune the Servlet/JSP container to make an optimal number of threads available to accept and process HTTP requests.bind.Windows Disable hyper-threading on a four-CPU Windows 200 machine to provide better throughput for a clustered application server in a high concurrency usage environment.html The Servlet/JSP container configuration file does not determine how JBoss Application Server handles threads. Number of request processing threads initially created in the pool. However. You can also define and configure thread handling in the JBoss Application Server configuration files.apache. If not specified. leading to faster response times.

checks for modified JSPs at every access.oracle. set it to 600 seconds. The following is a typical configuration: <datasources> <local-tx-datasource> <jndi-name>jdbc/IASDataSource</jndi-name> <connection-url> jdbc:informatica:oracle://aries:1521.jdbc.xml. <DB_Type> can be oracle.JspServlet</servlet-class> <init-param> <param-name>logVerbosityLevel</param-name> <param-value>WARNING</param-value> <param-name>development</param-name> <param-value>false</param-value> </init-param> <load-on-startup>3</load-on-startup> </servlet> The following parameter may need tuning: ♦ development. db2 or other databases. If you set the development parameter to true. Typically.xml The name of the file includes the database type. modify the JBoss configuration file: <JBOSS_HOME>/server/informatica/deploy/<DB_Type>_ds.jasper. Informatica ships Data Analyzer with pre-compiled JSPs.apache.information about configuring thread management on JBoss Application Server. In production environment. To optimize Data Analyzer database connections. When set to true. you can set the checkInterval parameter to specify when the JSPs are checked.OracleDriver </driver-class> Application Server 107 . you can tune the database connection pools.informatica. see the JBoss Application Server documentation. If you find that you need to compile the JSP files either because of customizations or while patching. the JSP scripts must be compiled when they are executed for the first time. Set the development parameter to false in a production installation. To tune the repository database connection pool.SID=prfbase8 </connection-url> <driver-class> com. For example: <param-name>checkInterval</param-name> <param-value>99</param-value> Note: Make sure that the checkInterval is not too low.sar/conf/web. ♦ checkInterval. Data Analyzer keeps a pool of database connections for the repository. the configuration file name is oracle_ds. JSP Optimization Data Analyzer uses JavaServer Pages (JSP) scripts to generate content for the web pages used in Data Analyzer. Checks for changes in the JSP files on an interval of n seconds. Repository Database Connection Data Analyzer accesses the repository database to get metadata information. To avoid having the application server compile JSP scripts when they are executed for the first time.xml The following is a typical configuration: <servlet> <servlet-name>jsp</servlet-name> <servlet-class>org. for an Oracle repository. For example.servlet. you can modify the following configuration file to optimize the JSP compilation: <JBOSS_HOME>/server/informatica/deploy/jbossweb-tomcat55. This works only when the development parameter is set to true.

plugins.TxInterceptorCMT</interceptor> <interceptor transaction="Container" metricsEnabled="true"> org.BMT --> <interceptor transaction="Bean"> org. It may block other threads that require new connections.<user-name>powera</user-name> <password>powera</password> <exception-sorter-class-name> org.jboss. Length of time an idle connection remains in the pool before it is used.ProxyFactoryFinderInterceptor </interceptor> <interceptor> org.jboss. Each report needs a database connection.ejb.plugins. The max-pool-size value needs to be at least five more than the maximum number of concurrent users. it will contain at least the minimum number of pool-size connections. After you use it.CMT --> <interceptor transaction="Container"> org.adapter.jboss. Maximum size of the connection pool.OracleExceptionSorter </exception-sorter-class-name> <min-pool-size>5</min-pool-size> <max-pool-size>50</max-pool-size> <blocking-timeout-millis>5000</blocking-timeout-millis> <idle-timeout-minutes>1500</idle-timeout-minutes> </local-tx-datasource> </datasources> The following parameters may need tuning: ♦ ♦ ♦ ♦ min-pool-size. blocking-timeout-millis.jboss.LogInterceptor</interceptor> <interceptor> org.plugins.StatelessSessionInstanceInterceptor </interceptor> <!-. Since Data Analyzer accesses the repository very frequently.ejb.plugins. You can tune the EJB pool parameters in the following file: <JBOSS_HOME>/server/Informatica/conf/standardjboss.jboss.plugins. Stateless Session Beans For SLSBs. Maximum time in milliseconds that a caller waits to get a connection when no more free connections are available in the pool.SecurityInterceptor</interceptor> <!-. Minimum number of connections in the pool. The following is a typical configuration <container-configuration> <container-name> Standard Stateless SessionBean</container-name> <call-logging>false</call-logging> <invoker-proxy-binding-name> stateless-rmi-invoker</invoker-proxy-binding-name> <container-interceptors> <interceptor>org. It has over 50 stateless session beans (SLSB) and over 60 entity beans (EB). The pool is empty until it is first accessed. EJB Container Data Analyzer uses Enterprise Java Beans extensively.jdbc. it consumes resources to check for idle connections and clean them out. idle-timeout-minutes.xml. Set a higher value for idle-timeout-minutes.plugins. the most important tuning parameter is the EJB pool.vendor.ejb.ejb.resource.StatelessSessionInstanceInterceptor </interceptor> <interceptor transaction="Bean"> 108 Chapter 11: Performance Tuning .plugins.ejb.ejb. There are also six message-driven beans (MDBs) used for scheduling and real-time processes. because there may be several scheduled reports running in the background.ejb.jboss. max-pool-size.MetricsInterceptor</interceptor> <interceptor transaction="Container"> org.jboss.jboss.

If <strictMaximumSize> is set to false.plugins.jboss.CachedConnectionInterceptor </interceptor> </container-interceptors> <instance-pool> org.CMT --> <interceptor transaction="Container"> org. You can set two other parameters to fine tune the EJB pool. However. If you set <strictMaximumSize> to true.xml The following is a typical configuration: <container-configuration> <container-name>Standard Message Driven Bean</container-name> <call-logging>false</call-logging> <invoker-proxy-binding-name>message-driven-bean </invoker-proxy-binding-name> <container-interceptors> <interceptor>org. Instead.ejb.MessageDrivenInstanceInterceptor </interceptor> <!-.BMT --> <interceptor transaction="Bean"> org. only the <MaximumSize> number of objects will be returned to the pool.jboss.ejb. then <strictTimeout> is the amount of time that requests will wait for an object to be made available in the pool.plugins.ejb.plugins. These parameters are not set by default in Data Analyzer.connectionmanager. then <MaximumSize> is a strict upper limit for the number of objects that will be created. The main difference is that MDBs are not invoked by clients.ejb.plugins.ejb. They may be tuned after you have completed proper iterative testing in Data Analyzer to increase the throughput for high concurrency installations: ♦ strictMaximumSize.jboss.ProxyFactoryFinderInterceptor </interceptor> <interceptor>org.jboss.plugins. To tune the MDB parameters.jboss. strictTimeout.LogInterceptor</interceptor> <interceptor>org.plugins.jboss. ♦ Message-Driven Beans (MDB) MDB tuning parameters are very similar to stateless bean tuning parameters.plugins.MetricsInterceptor </interceptor> <interceptor transaction="Container"> org.ejb.jboss.jboss.jboss.jboss.StatelessSessionInstancePool</instance-pool> <instance-cache></instance-cache> <persistence-manager></persistence-manager> <container-pool-conf> <MaximumSize>100</MaximumSize> </container-pool-conf> </container-configuration> The following parameter may need tuning: ♦ MaximumSize. the number of active objects can exceed the <MaximumSize> if there are requests for more objects.MetricsInterceptor</interceptor> <interceptor> org.ejb.TxInterceptorCMT</interceptor> <interceptor transaction="Container" metricsEnabled="true"> org.org.jboss.resource. modify the following configuration file: <JBOSS_HOME>/server/informatica/conf/standardjboss.ejb. the messaging system delivers messages to the MDB when they are available.TxInterceptorBMT</interceptor> <interceptor transaction="Bean" metricsEnabled="true"> org. the <strictMaximumSize> enforces a rule that only <MaximumSize> number of objects will be active. When the value is set to true. Represents the maximum number of objects in the pool.RunAsSecurityInterceptor </interceptor> <!-.ejb.plugins.plugins. Any subsequent requests will wait for an object to be returned to the pool.plugins.ejb.MessageDrivenInstanceInterceptor Application Server 109 . If <strictMaximumSize> is set to true.

CachedConnectionInterceptor </interceptor> <interceptor> org.plugins.plugins.plugins.EntitySynchronizationInterceptor </interceptor> </container-interceptors> <instance-pool>org.resource.EntityCreationInterceptor </interceptor> <interceptor>org.xml. Enterprise Java Beans Data Analyzer EJBs use bean-managed persistence (BMP) as opposed to container-managed persistence (CMP).jboss.jboss.ejb.MessageDrivenInstancePool </instance-pool> <instance-cache></instance-cache> <persistence-manager></persistence-manager> <container-pool-conf> <MaximumSize>10</MaximumSize> </container-pool-conf> </container-configuration> The following parameter may need tuning: ♦ MaximumSize.ejb.ejb.connectionmanager. if <strictMaximumSize> is set to false. the number of active objects can exceed the <MaximumSize> if there are requests for more objects.jboss.plugins.plugins. If <strictMaximumSize> is set to true.TxInterceptorCMT </interceptor> <interceptor metricsEnabled="true"> org.EntityInstanceInterceptor </interceptor> <interceptor>org.ProxyFactoryFinderInterceptor </interceptor> <interceptor>org.connectionmanager.CachedConnectionInterceptor </interceptor> </container-interceptors> <instance-pool>org.jboss.ejb.EntityInstancePool 110 Chapter 11: Performance Tuning .</interceptor> <interceptor transaction="Bean"> org.ejb.ejb.ejb.resource.ejb.LogInterceptor</interceptor> <interceptor>org. then <MaximumSize> is a strict upper limit for the number of objects that will be created.EntityReentranceInterceptor </interceptor> <interceptor> org.MetricsInterceptor</interceptor> <interceptor>org. However.plugins.plugins.jboss.plugins.jboss. only the <MaximumSize> number of objects will be returned to the pool. Otherwise.jboss.plugins.plugins.jboss.ejb.ejb.jboss.ejb.plugins.jboss.jboss.ejb.jboss.plugins. The EJB tuning parameters are in the following configuration file: <JBOSS_HOME>/server/informatica/conf/standardjboss.MessageDrivenTxInterceptorBMT </interceptor> <interceptor transaction="Bean" metricsEnabled="true"> org.plugins. Represents the maximum number of objects in the pool.jboss.ejb.plugins.jboss.jboss.ejb.SecurityInterceptor </interceptor> <interceptor>org.jboss.EntityLockInterceptor </interceptor> <interceptor>org.MetricsInterceptor</interceptor> <interceptor> org. The following is a typical configuration: <container-configuration> <container-name>Standard BMP EntityBean</container-name> <call-logging>false</call-logging> <invoker-proxy-binding-name>entity-rmi-invoker </invoker-proxy-binding-name> <sync-on-commit-only>false</sync-on-commit-only> <container-interceptors> <interceptor>org.

EntityInstanceCache </instance-cache> <persistence-manager>org. When the value is set to true.plugins. If the ranking is defined on a calculation that is performed in the middle tier. Represents the maximum number of objects in the pool.ejb. strictTimeout. If the report has one level of ranking.jboss. These parameters are not set by default in Data Analyzer. only the <MaximumSize> number of objects will be returned to the pool. Otherwise.ejb. then <strictTimeout> is the amount of time that requests will wait for an object to be made available in the pool.QueuedPessimisticEJBLock </locking-policy> <container-cache-conf> <cache-policy>org. Any subsequent requests will wait for an object to be returned to the pool. the <strictMaximumSize> parameter enforces a rule that only <MaximumSize> number of objects will be active. use the following guidelines.BMPPersistenceManager </persistence-manager> <locking-policy>org.ejb. if <strictMaximumSize> is set to false. If <strictMaximumSize> is set to true. ♦ Data Analyzer Processes To design schemas and reports and use Data Analyzer features more effectively. Aggregation Data Analyzer can run more efficiently if the data warehouse has a good schema design that takes advantage of aggregate tables to optimize query execution.jboss.75</cache-load-factor> </cache-policy-conf> </container-cache-conf> <container-pool-conf> <MaximumSize>100</MaximumSize> </container-pool-conf> <commit-option>A</commit-option> </container-configuration> The following parameter may need tuning: ♦ MaximumSize.plugins. They may be tuned after you have completed proper iterative testing in Data Analyzer to increase the throughput for high concurrency installations: ♦ strictMaximumSize. Data Analyzer performance improves if the data warehouse contains good indexes and is properly tuned.lock.plugins. Data Analyzer delegates the ranking task to the database by doing a multi-pass query to first get the ranked items and then running the actual query with ranking filters. then <MaximumSize> is a strict upper limit for the number of objects that will be created. However. the number of active objects can exceed the <MaximumSize> if there are requests for more objects.</instance-pool> <instance-cache>org.jboss. Data Analyzer Processes 111 .LRUEnterpriseContextCachePolicy </cache-policy> <cache-policy-conf> <min-capacity>50</min-capacity> <max-capacity>1000000</max-capacity> <overager-period>300</overager-period> <max-bean-age>600</max-bean-age> <resizer-period>400</resizer-period> <max-cache-miss-period>60</max-cache-miss-period> <min-cache-miss-period>1</min-cache-miss-period> <cache-load-factor>0.ejb. If you set <strictMaximumSize> to true. You can set two other parameters to fine tune the EJB pool.jboss. Ranked Reports Data Analyzer supports two-level ranking.plugins.

Step 4 of the Create Report wizard. Make sure that a report displayed in the Analyze tab has a restriction on the number of cells displayed on a page. then a BigDecimal format for columns in tables with a large volume of data adds unnecessary overhead. If you have a data warehouse with a large volume of data. Interactive Charts An interactive chart uses less application server resources than a regular chart. Data Analyzer includes conversion functions in the WHERE clause and SELECT clause to get the proper aggregation and filtering by date only. not including time. For more information about editing your general preferences to enable interactive charts. Data Analyzer performs date manipulation on any column with a datatype of Date. requires a multi-pass SQL query to first get the data to generate the top 10 products and then get the data for each product and corresponding top five customers. such as the top 10 products and the top five customers for each product. the report may take several minutes to display. For optimal performance. avoid creating reports with ranking defined on custom attributes or custom metrics. If a high degree of precision is not required. If the report is defined to show Total Others at End of Table. JavaScript on the Analyze Tab The Analyze tab in Data Analyzer uses JavaScript for user interaction.5 GHz. If a report includes a column that contains date and time information but the report requires a daily granularity. Use interactive charts whenever possible to improve performance. set the number of rows to display per page for a report on the Analyze tab. If a column contains date information only. Set column datatypes to reflect the actual precision required. Data Analyzer runs another SQL query to get the aggregated values for the rows not shown in the report. Data Analyzer may display messages warning that the JavaScripts on the page are running too slow. However. consider making the report cached so that it can run in the background. You can control the number of rows displayed on a page in Layout and Setup. A report with second level ranking. interactive charts display at about the same speed as regular charts.000 cells in a report. see the Data Analyzer User Guide. create reports with two levels of ranking based on smaller schemas or on schemas that have good aggregate tables and indexes. If a column has a numeric datatype. which has a high degree of precision. an interactive chart can use up to 25% less CPU resources than a regular chart. JDBC packages the returned data in a BigDecimal format. 112 Chapter 11: Performance Tuning . set the Data Source is Timestamp attribute property so that Data Analyzer includes conversion functions in the SQL query for any report the uses the column. Use the Data Source is Timestamp property for an attribute to have Data Analyzer include conversion functions in the SQL query.Data Analyzer has to pull all the data before it evaluates the calculation expression and ranks the data and filter. On the Formatting tab. Date Columns By default. On a slow workstation with a CPU speed less than 1 GHz. If a column contains date and time information. based on the column datatype defined in the database. JDBC uses a different data structure when it returns data. clear the Data Source is Timestamp attribute property so that Data Analyzer does not include conversion functions in the SQL query for any report the uses the column. Also. conversion functions in a query prevent the use of database indexes and makes the SQL query inefficient. If there are over 5. On a typical workstation with a CPU speed greater than 2. On the machine hosting the application server. These types of reports consume resources and may slow down other Data Analyzer processes. Datatype of Table Columns Data Analyzer uses JDBC drivers to connect to the data warehouse. Each cell in a report on the Analyze tab has embedded JavaScript objects to capture various user interactions.

Data Analyzer cannot take advantage of parallel scheduler execution and sequentially generates the report for each security profile. If you require reports to deliver real-time data. limit the number of returned rows to a small value. This means that each chart that Data Analyzer generates for a report has computing overhead associated with it. You can increase the value for specific reports that require more data. Data Analyzer saves the dataset returned by the report query in the user session until the user terminates the session. Data Analyzer must execute each of the five reports for each of the 500 security profiles. To improve performance. Since a chart may use only a subset of the report columns and rows as a datapoint. However. ProviderContext.Number of Charts in a Report Data Analyzer generates the report charts after it generates the report table. Data Analyzer keeps two reports in Data Analyzer Processes 113 . consider the overhead cost associated with report charts and create the minimum set of charts required by the end user. or formatting reports into sections. Although Data Analyzer displays only 20 rows in a page. Data Analyzer generates a subset of the report dataset for each chart. Data Analyzer runs only the tasks in an event in parallel mode. such as 1000. at the server level. minimize the number of security profiles in Data Analyzer. it is important to restrict the number of rows returned by the SQL query of a report. Data Analyzer starts running ReportA again before the previous run is completed. Query Governing You can restrict the number of rows returned by an SQL query for a report with the query governing settings in Data Analyzer. Frequency of Schedule Runs Setting the report schedules to run very frequently. Since generating a report for each security profile is a subtask for each report. To keep Data Analyzer scalable. If ReportA takes six minutes to run. Report designers who create a large number of charts to cover all possible user requirements can weaken the performance and scalability of Data Analyzer. and report level. you have five reports with user-based security and there are 500 security profiles for subscribers to the report. For example. Within a task. such as every five minutes. Scheduler and User-Based Security Data Analyzer supports parallel execution of both time-based and event-based schedulers. user level. For example. For more information about query governing. Data Analyzer must pre-fetch all the rows so that the full dataset is available for operations such as ranking or ordering data. Row Limit for SQL Queries Data Analyzer fetches all the rows returned by an SQL query into the JVM before it displays them on the report. the memory requirements can be considerable. see “Setting Rules for Queries” on page 85. You can set parameters in Data Analyzer to restrict the number of rows returned by an SQL query for a report and to manage the amount of memory it uses. you add ReportA to a schedule that runs every five minutes. Do not use the report schedules to frequently update reports to simulate real-time reports. To keep Data Analyzer from consuming more resources than necessary. it may already have fetched hundreds of rows and stored them in the JVM heap. If there are a large number of concurrent users on Data Analyzer and each runs multiple reports. You can set this parameter at the system level. use the real-time message stream features available in Data Analyzer. Data Analyzer runs subtasks sequentially. performing time comparisons. This situation can drastically affect the performance of Data Analyzer. can create problems. For optimal performance.maxInMemory When a user runs a report. By default.

It uses a first in first out (FIFO) algorithm to overwrite reports in memory with more recent reports. if the used memory is 1. If the amount of free memory does not meet a pre-defined percentage.000 KB. the default value of 2 is sufficient. Typically. Before Data Analyzer starts calculating the report or building the tabular result set. Data Analyzer uses the data in the activity log to calculate the Estimated Time to Run the Report for an on-demand 114 Chapter 11: Performance Tuning . For on-demand reports.maxInMemory property in DataAnalyzer. and the total memory configured for the JVM is 2. You can edit the providerContext. Data Analyzer has been optimized to handle the way multiple indicators are queued up for loading: ♦ ♦ In a dashboard with indicators based on cached and on-demand reports.the user session at a time.properties to set the number of reports that Data Analyzer keeps in memory. by default. you must clear these two logs frequently. Both for cached and ondemand reports. ProviderContext.000 KB. Typically. Gauges based on cached reports load the fastest because gauges have only one data value and they are cached in the database along with the report model. When there are multiple indicators based on a single report. The table indicators use plain HTML instead of DHTML. which results in very little overhead for rendering the table indicators on the browser. Similarly. Set the value as low as possible to conserve memory. Note: A user must log out of Data Analyzer to release the user session memory. If the percentage is below the threshold. then Data Analyzer displays an error. you can set a threshold value between 50% and 99%. If the percentage is above the threshold. Data Analyzer records every user login in the user log. These parallel threads are default threads spawned by the browser.properties file to set the maximum percentage of memory that is in use before Data Analyzer stops building report result sets and executing report queries. Data Analyzer loads all indicators based on cached reports before it loads indicators based on on-demand reports. To improve Data Analyzer performance. The value must be greater than or equal to 2. For more information about managing the activity and user logs. Closing a browser window does not release the memory immediately. Indicators in Dashboard Data Analyzer uses two parallel threads to load indicators in the dashboards. Data Analyzer keeps the datasets for all reports in a workflow in the user session. ♦ ♦ Purging of Activity Log Data Analyzer logs every activity or event that happens in Data Analyzer in the activity log. Data Analyzer obtains the report model and the datapoint for the gauge at the same time and can immediately create the gauge. Data Analyzer provides an estimate of the length of time a report takes to display. For example. You can edit the providerContext. Include only reports that have small datasets in a workflow. To calculate the percentage. Data Analyzer continues with the requested operation.abortThreshold property in the DataAnalyzer. Data Analyzer runs the underlying report once.abortThreshold When a user runs a report that involves calculation or building large result sets. Data Analyzer releases the memory after the expiration of session-timeout. When a user closes a browser window without logging out. see “Managing System Settings” on page 73. is 30 minutes. These logs can grow quickly. All indicators on a dashboard based on the same report use the same resultset. it checks the amount of available memory. divide the used memory by the total memory configured for the JVM. Data Analyzer might run out of memory that results in the users getting a blank page. Data Analyzer retains report results that are part of a workflow or drill path in memory irrespective of the value set in this property. Data Analyzer displays an error and stops processing the report request. The default value is 95%. the percentage of memory that is in use is 50%. which.

minCapacity=2 dynapool.estimation.properties. Data Analyzer Processes 115 ♦ ♦ .properties” on page 130.maxCapacity=20 dynapool. ♦ Chart Legends When Data Analyzer displays charts with legends.connectionIdleTimeMins=10 datamart.waitForConnectionSeconds=1 dynapool. If the value is 0. Data Analyzer returns an error message to some users. Recommendations for Dashboard Design When you design a dashboard. If the activity log contains a lot of data. Depending on the number of legends in a chart. If you set a value less than the number of concurrent users. This pool of JDBC connections is different from the pool of connections to the repository defined at the application server level. In a high usage environment. use interactive charts on the dashboard. Default is 5 minutes. Maximum number of connections that the data source pool can grow to.evictionPeriodMins. see “Properties in DataAnalyzer. Use position-based indicators instead of value-based indictors for reports with a volume of more than 2.evictionPeriodMins=5 dynapool. use indicators based on cached reports instead of on-demand reports.maxCapacity.report. it might take Data Analyzer from 10% to 50% longer to render a chart with legends. If legends are not essential in a chart. Minimum number of connections maintained in the data source pool.window property in DataAnalyzer.defaultRowPrefetch=20 The following parameters may need tuning: ♦ dynapool. the scan can get progressively slower for large datasets. Number of minutes between eviction runs or clean up operations during which Data Analyzer cleans up failed and idle connections from the connection pool.minCapacity.000 rows. Interactive charts are rendered on the browser and require much less server resources. Data Analyzer creates a new connection to the data source to calculate a report. consider displaying the chart without legends to improve Data Analyzer performance. Use aggregate tables for indicators based on ondemand reports on the dashboards. Position-based indicators can use indexes in the java collection for faster access of the database. dynapool. Connection Pool Size for the Data Source Data Analyzer internally maintains a pool of JDBC connections to the data warehouse. the default value of 30 days is fine. For more information about the estimation window property. Default is 2. You can specify the number of days that Data Analyzer uses for the estimate by editing the queryengine. Set to 0 to ensure that no connections are maintained in the data source pool. Hence. modify the connection pool settings in DataAnalyzer.properties. use the following recommendations: ♦ ♦ ♦ For dashboard indicators. Set the value to the total number of concurrent users. the Data Analyzer charting engine must perform many complex calculations to fit the legends in the limited space available on the chart. then the SQL query to calculate the estimated time may take considerable CPU resources because it calculates the estimated time by doing an average of all the entries for a specified number of days. The following is a typical configuration: # Datasource definition # dynapool. Regular charts are rendered at server side and use the server CPU resources. Typically. To optimize the database connection pool for a data source. dashboards provide summarized information. whereas value-based indicators have to perform a linear scan of the rowset to match up the values. For most cases. dynapool.

As with any major software implementation project. Data Analyzer does not wait and aborts the operation.You can set the value to half of the value set for the parameter dynapool. This type of distributed architecture can be more economical because it can leverage existing infrastructure. Note: Data Analyzer connects to only one repository database. have the repository database as close as possible to the application server Data Analyzer runs on. The SQL queries that Data Analyzer runs against the repository are not CPU or IO intensive. and does not allow a connection to remain idle for too long. the machine must have enough CPU power and RAM to handle the demands of each of the server processes. For optimal performance. However. Number of minutes that a connection may remain idle. There should also be minimal network latency between these servers. However.waitForConnectionSeconds. Although a single-machine architecture means that there is no network latency. it can connect to more than one data warehouse. these servers must have enough CPU power and RAM. An alternative to the single-machine architecture is a distributed system where the servers are located on different machines across a network. Data Analyzer ignores this property if the parameter dynapool. Default is 1. Since the queries return many rows. However. If you set the parameter to 0. frees the connections for report calculations. Data Analyzer sets the parameter to the default value.evictionPeriodMins is not set. dynapool. The SQL queries that Data Analyzer runs against the data warehouse return many rows and are CPU and IO intensive. Data Analyzer runs a large number of SQL queries against the repository to get the metadata before running any report. the data warehouse requires more CPU power than the repository database. network latency is an issue in a distributed architecture. Enter a positive value for this parameter. For optimal performance. since Data Analyzer runs a large number of them. ♦ dynapool. Number of seconds Data Analyzer waits for a connection from the pool before it aborts the operation. the requirements for a very powerful machine makes it an expensive solution. Server Location and CPU Power and RAM If you locate the application server and database server in a single machine. Make sure that all processes have enough resources to function optimally.connectionIdleTimeMins so that Data Analyzer performs the eviction run. Server Location and Network Latency There are two database components in Data Analyzer: the repository and data warehouse. 116 Chapter 11: Performance Tuning . The choice of architecture depends on the requirements of the organization. Default is 10. carefully perform capacity planning and testing before a Data Analyzer deployment. It also becomes a single point of failure.connectionIdleTimeMins. network latency between the application server and the data warehouse must also be minimal. Data Analyzer runs only a few SQL queries against the data warehouse. You can keep the repository and data warehouse on the same database but in separate schemas as long as the machine has enough CPU and memory resources to handle the repository SQL queries and the data warehouse SQL queries. If you set the parameter to 0 or a negative value. Typically. network latency between the application server and the repository database must be minimal. ♦ Server Location Data Analyzer runs on an application server and reads data from a database server.

Data Analyzer provides several ways to allow you to modify the look and feel of Data Analyzer. You can use the following techniques to customize Data Analyzer: ♦ ♦ ♦ ♦ Use the URL API to display Data Analyzer web pages on a portal. or tab pages. Set the user interface (UI) configuration properties in the DataAnalyzer.properties file to display or hide the Data Analyzer header or navigation bar. see the Data Analyzer SDK Guide. 118 Overview You can customize the Data Analyzer user interface so that it meets the requirements for web applications in your organization. 118 Setting Up Color Schemes and Logos. Using the Data Analyzer URL API You can use the URL interface provided with the Data Analyzer API to provide links in a web application or portal to specific pages in Data Analyzer. report.CHAPTER 12 Customizing the Data Analyzer Interface This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. For more information about the Data Analyzer URL API. 118 Setting the UI Configuration Properties. The URL consists of the Data Analyzer location and parameters that determine the content and interface for the Data Analyzer page. such as dashboard. 117 . Use the Data Analyzer API single sign on (SSO) scheme to access Data Analyzer web pages without a user login. 117 Using the Data Analyzer API Single Sign-On. 117 Using the Data Analyzer URL API. Set up custom color schemes and logos on the Data Analyzer Administration tab.

the Data Analyzer login appears even if you have already logged in to the portal where the Data Analyzer pages are displayed. For more information about the Data Analyzer API SSO. logout and help links. To avoid multiple logins. the login page appears.<ConfigurationName>. the logo. buttons. see “Managing Color Schemes and Logos” on page 74. To hide the navigation bar or the header section on the Data Analyzer pages. You must enter a user name and password.<ConfigurationName>. You can also create color schemes and use custom graphics.Using the Data Analyzer API Single Sign-On When you access Data Analyzer. and logos to match the standard color scheme for the web applications in your organization. The Data Analyzer API provides an SSO mechanism that you can use when you display Data Analyzer pages in another web application or portal. you can add a UI configuration named default to DataAnalyzer. Ordinarily. you can set up an SSO mechanism that allows you to log in once and be authenticated in all subsequent web applications that you access. You can use the default Informatica color scheme and the sample color scheme named Betton Books as a starting point for a custom color scheme. For more information. see the Data Analyzer SDK Guide. the logout and help links. when a user logs in to Data Analyzer through the Login page. To hide the whole header section.default. add the following property: uiconfig.ShowHeader=false 118 Chapter 12: Customizing the Data Analyzer Interface . if you display Data Analyzer web pages in another web application or portal.properties. and navigation bar display on all the Data Analyzer pages.properties and set the properties to false. and the navigation bar: Navigation Bar Header Section Default UI Configuration By default. Setting Up Color Schemes and Logos Data Analyzer provides two color schemes for the Data Analyzer interface.ShowHeader=true uiconfig. The UI configuration include the following properties: uiconfig. Setting the UI Configuration Properties In DataAnalyzer. you can define a user interface configuration that determines how Data Analyzer handles specific sections of the user interface.ShowNav=true The properties determine what displays in the header section of the Data Analyzer user interface which includes the logo. You can configure Data Analyzer to accept the portal authentication and bypass the Data Analyzer login page.

ShowNav=false 2. To avoid this. The configuration name can be any length and is case sensitive. Configuration Settings Use the following guidelines when you set up a configuration in DataAnalyzer. complete the following steps: 1.ShowNav=false Tip: DataAnalyzer. After you login. The default settings determine what Data Analyzer displays after the Login page. For more information about modifying the settings in DataAnalyzer. complete one of the following tasks: ♦ ♦ ♦ Change the values of the default configuration instead of adding a new configuration.properties includes examples of the properties for the default UI configuration. to display the Data Analyzer administration page on a portal without the navigation bar. Include the parameter <UICONFIG> and the configuration name in the URL when you call the Data Analyzer Administration page from the portal: http://HostName:PortNumber/InstanceName/jsp/api/ShowAdministration.properties and include the configuration name in the URL. the Login page appears. uncomment the default properties and update the values of the properties. you can add a configuration to DataAnalyzer. UI Configuration Parameter in Data Analyzer URL If you use the URL API to display Data Analyzer pages on another web application or a portal. Setting the UI Configuration Properties 119 . Customize the Data Analyzer login page to use your customized configuration after user login. see “Configuration Files” on page 129.properties: ♦ ♦ ♦ The default configuration properties are not required in DataAnalyzer. Data Analyzer displays the Data Analyzer pages based on the default configuration. add the following property: uiconfig.properties. Setting the ShowHeader property to false implicitly sets the ShowNav property to false. Add them only if you want to modify the default configuration settings or create new UI configurations.Fred.default. For example. see the Data Analyzer SDK Guide. If you want to change the default configuration settings. If you access a Data Analyzer page with a specific configuration through the URL API and the session expires.ShowHeader=true uiconfig.properties.jsp?<UICONFIG>=Fred For more information about the Data Analyzer URL API. Set the default configuration to the same values as your customized configuration. The header section of the Data Analyzer page appears on the portal according to the setting in the configuration. It can include only alphanumeric characters. Add the following properties to DataAnalyzer.To hide only the navigation bar.properties.Fred. It cannot include special characters. specifying a configuration name: uiconfig. not the configuration passed through the URL.

The following examples show what appears on the Data Analyzer header when the UI configuration properties are set to different values: ♦ ShowHeader=true and ShowNav=true (default setting) ♦ ShowHeader=true and ShowNav=false ♦ ShowHeader=false and ShowNav=false Note: Data Analyzer stores DataAnalyzer. You must use the EAR Repackager utility to extract DataAnalyzer.properties from the Data Analyzer EAR file before you can modify the UI configuration properties.properties in the Data Analyzer EAR file. 120 Chapter 12: Customizing the Data Analyzer Interface .

121 HTML Hexadecimal Color Codes You can create new color schemes for Data Analyzer by entering valid HTML hexadecimal color codes into the appropriate fields on the Color Scheme page. you can alter the colors in Data Analyzer to match your corporate color scheme. For more information about creating a color scheme.APPENDIX A Hexadecimal Color Codes This appendix includes the following topic: ♦ HTML Hexadecimal Color Codes. Table A-1 lists the colors and hexadecimal color codes you can use when creating color schemes for Data Analyzer: Table A-1. HTML Color Codes for Color Schemes Color Name alice blue antique white antique white1 antique white2 antique white3 antique white4 aquamarine aquamarine1 aquamarine2 aquamarine3 aquamarine4 azure azure1 azure2 azure3 Color Code F0F8FF FAEBD7 FFEFDB EEDFCC CDC0B0 8B8378 7FFFD4 7FFFD4 76EEC6 66CDAA 458B74 F0FFFF F0FFFF E0EEEE C1CDCD Color Name blue blue violet blue1 blue2 blue3 blue4 brown brown1 brown2 brown3 brown4 burlywood burlywood1 burlywood2 burlywood3 Color Code 0000FF 8A2BE2 0000FF 0000EE 0000CD 00008B A52A2A FF4040 EE3B3B CD3333 8B2323 DEB887 FFD39B EEC591 CDAA7D 121 . For example. see “Managing Color Schemes and Logos” on page 74.

HTML Color Codes for Color Schemes Color Name azure4 beige bisque bisque1 bisque2 bisque3 bisque4 black blanched almond chartreuse3 chartreuse4 chocolate chocolate1 chocolate2 chocolate3 chocolate4 coral coral1 coral2 coral3 coral4 cornflower blue cornsilk cornsilk1 cornsilk2 cornsilk3 cornsilk4 cyan cyan1 cyan2 cyan3 cyan4 dark blue dark cyan dark goldenrod dark goldenrod1 dark goldenrod2 dark goldenrod4 Color Code 838B8B F5F5DC FFE4C4 FFE4C4 EED5B7 CDB79E 8B7D6B 000000 FFEBCD 66CD00 458B00 D2691E FF7F24 EE7621 CD661D 8B4513 FF7F50 FF7256 EE6A50 CD5B45 8B3E2F 6495ED FFF8DC FFF8DC EEE8CD CDC8B1 8B8878 00FFFF 00FFFF 00EEEE 00CDCD 008B8B 00008B 008B8B B8860B FFB90F EEAD0E 8B6508 Color Name burlywood4 cadet blue cadet blue1 cadet blue2 cadet blue3 cadet blue4 chartreuse chartreuse1 chartreuse2 dark khaki dark magenta dark olive green dark orange dark orange1 dark orange2 dark orange3 dark orange4 dark orchid dark orchid1 dark orchid2 dark orchid3 dark orchid4 dark red dark salmon dark sea green dark slate blue dark slate gray dark turquoise dark violet dark goldenrod3 dark olive green1 dark olive green2 dark olive green3 dark olive green4 dark sea green1 dark sea green2 dark sea green3 dark sea green4 Color Code 8B7355 5F9EA0 98F5FF 8EE5EE 7AC5CD 53868B 7FFF00 7FFF00 76EE00 BDB76B 8B008B 556B2F FF8C00 FF7F00 EE7600 CD6600 8B4500 9932CC BF3EFF B23AEE 9A32CD 68228B 8B0000 E9967A 8FBC8F 483D8B 2F4F4F 00CED1 9400D3 CD950C CAFF70 BCEE68 A2CD5A 6E8B3D C1FFC1 B4EEB4 9BCD9B 698B69 122 Appendix A: Hexadecimal Color Codes .Table A-1.

Table A-1. HTML Color Codes for Color Schemes
Color Name dark gray dark green dark slate gray3 dark slate gray4 deep pink deep pink1 deep pink2 deep pink3 deep pink4 dark slate gray3 deep sky blue deep sky blue1 deep sky blue2 deep sky blue3 deep sky blue4 dim gray dodger blue dodger blue1 dodger blue2 dodger blue3 dodger blue4 firebrick firebrick1 firebrick2 firebrick3 firebrick4 floral white forest green gainsboro ghostwhite gold gold1 gold2 gray22 gray23 gray24 gray25 gray26 Color Code A9A9A9 006400 79CDCD 528B8B FF1493 FF1493 EE1289 CD1076 8B0A50 79CDCD 00BFFF 00BFFF 00B2EE 009ACD 00688B 696969 1E90FF 1E90FF 1C86EE 1874CD 104E8B B22222 FF3030 EE2C2C CD2626 8B1A1A FFFAF0 228B22 DCDCDC F8F8FF FFD700 FFD700 EEC900 383838 3B3B3B 3D3D3D 404040 424242 Color Name dark slate gray1 dark slate gray2 gold3 deep sky blue deep sky blue1 deep sky blue2 deep sky blue3 deep sky blue4 dim gray dodger blue gold4 goldenrod goldenrod1 goldenrod2 goldenrod3 goldenrod4 gray gray0 gray1 gray10 gray100 gray11 gray12 gray13 gray14 gray15 gray16 gray17 gray18 gray19 gray2 gray20 gray21 gray50 gray51 gray52 gray53 gray54 Color Code 97FFFF 8DEEEE CDAD00 00BFFF 00BFFF 00B2EE 009ACD 00688B 696969 1E90FF 8B7500 DAA520 FFC125 EEB422 CD9B1D 8B6914 BEBEBE 000000 030303 1A1A1A FFFFFF 1C1C1C 1F1F1F 212121 242424 262626 292929 2B2B2B 2E2E2E 303030 050505 333333 363636 7F7F7F 828282 858585 878787 8A8A8A

HTML Hexadecimal Color Codes

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Table A-1. HTML Color Codes for Color Schemes
Color Name gray27 gray28 gray29 gray3 gray30 gray31 gray32 gray33 gray34 gray35 gray36 gray37 gray38 gray39 gray4 gray40 gray41 gray42 gray43 gray44 gray45 gray46 gray47 gray48 gray49 gray5 gray79 gray8 gray80 gray81 gray82 gray83 gray84 gray85 gray86 gray87 gray88 gray89 Color Code 454545 474747 4A4A4A 080808 4D4D4D 4F4F4F 525252 545454 575757 595959 5C5C5C 5E5E5E 616161 636363 0A0A0A 666666 696969 6B6B6B 6E6E6E 707070 737373 757575 787878 7A7A7A 7D7D7D 0D0D0D C9C9C9 141414 CCCCCC CFCFCF D1D1D1 D4D4D4 D6D6D6 D9D9D9 DBDBDB DEDEDE E0E0E0 E3E3E3 Color Name gray55 gray56 gray57 gray58 gray59 gray6 gray60 gray61 gray62 gray63 gray64 gray65 gray66 gray67 gray68 gray69 gray7 gray70 gray71 gray72 gray73 gray74 gray75 gray76 gray77 gray78 honeydew1 honeydew2 honeydew3 honeydew4 hot pink hot pink3 hot pink4 hot pink1 indian red indian red1 indian red2 indian red3 Color Code 8C8C8C 8F8F8F 919191 949494 969696 0F0F0F 999999 9C9C9C 9E9E9E A1A1A1 A3A3A3 A6A6A6 A8A8A8 ABABAB ADADAD B0B0B0 121212 B3B3B3 B5B5B5 B8B8B8 BABABA BDBDBD BFBFBF C2C2C2 C4C4C4 C7C7C7 F0FFF0 E0EEE0 C1CDC1 838B83 FF69B4 CD6090 8B3A62 FF6EB4 CD5C5C FF6A6A EE6363 CD5555

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Appendix A: Hexadecimal Color Codes

Table A-1. HTML Color Codes for Color Schemes
Color Name gray9 gray90 gray91 gray92 gray93 gray94 gray95 gray96 gray97 gray98 gray99 green green yellow green1 green2 green3 green4 hot pink 2 honeydew lemon chiffon 2 lemon chiffon 3 lemon chiffon1 lemon chiffon4 light blue light blue2 light blue3 light coral light cyan light goldenrod light goldenrod yellow light goldenrod1 light goldenrod2 light goldenrod3 light goldenrod4 light gray light green light pink light salmon Color Code 171717 E5E5E5 E8E8E8 EBEBEB EDEDED F0F0F0 F2F2F2 F5F5F5 F7F7F7 FAFAFA FCFCFC 00FF00 ADFF2F 00FF00 00EE00 00CD00 008B00 EE6AA7 F0FFF0 EEE9BF CDC9A5 FFFACD 8B8970 ADD8E6 B2DFEE 9AC0CD F08080 E0FFFF EEDD82 FAFAD2 FFEC8B EEDC82 CDBE70 8B814C D3D3D3 90EE90 FFB6C1 FFA07A Color Name indian red4 ivory ivory1 ivory2 ivory3 ivory4 khaki khaki1 khaki2 khaki3 khaki4 lavender lavender blush lavender blush1 lavender blush2 lavender blush3 lavender blush4 lawn green lemon chiffon light yellow2 light yellow3 light yellow4 light blue1 light blue4 light cyan1 light cyan2 light cyan3 light cyan4 light pink1 light pink2 light pink3 light pink4 light sky blue1 light sky blue2 light sky blue3 light skyblue4 light steel blue1 light steel blue2 Color Code 8B3A3A FFFFF0 FFFFF0 EEEEE0 CDCDC1 8B8B83 F0E68C FFF68F EEE685 CDC673 8B864E E6E6FA FFF0F5 FFF0F5 EEE0E5 CDC1C5 8B8386 7CFC00 FFFACD EEEED1 CDCDB4 8B8B7A BFEFFF 68838B E0FFFF D1EEEE B4CDCD 7A8B8B FFAEB9 EEA2AD CD8C95 8B5F65 B0E2FF A4D3EE 8DB6CD 607B8B CAE1FF BCD2EE

HTML Hexadecimal Color Codes

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HTML Color Codes for Color Schemes Color Name light salmon1 light salmon2 light salmon3 light salmon4 light sea green light sky blue light slate blue light slate gray light steel blue light steel blue4 light yellow light yellow1 maroon4 medium slate blue medium aquamarine medium blue medium orchid medium orchid1 medium orchid2 medium orchid3 medium orchid4 medium purple medium purple1 medium purple2 medium purple3 medium purple4 medium sea green medium spring green medium turquoise medium violet red midnight blue mint cream misty rose misty rose1 misty rose2 misty rose3 misty rose4 moccasin Color Code FFA07A EE9572 CD8162 8B5742 20B2AA 87CEFA 8470FF 708090 B0C4DE 6E7B8B FFFFE0 FFFFE0 8B1C62 7B68EE 66CDAA 0000CD BA55D3 E066FF D15FEE B452CD 7A378B 9370DB AB82FF 9F79EE 8968CD 5D478B 3CB371 00FA9A 48D1CC C71585 191970 F5FFFA FFE4E1 FFE4E1 EED5D2 CDB7B5 8B7D7B FFE4B5 Color Name light steel blue3 lime green linen magenta magenta1 magenta2 magenta3 magenta4 maroon maroon1 maroon2 maroon3 navy old lace olive drab olive drab1 olive drab2 olive drab3 olive drab4 orange orange red orange red1 orange red2 orange red3 orange red4 orange1 orange2 orange3 orange4 orchid orchid1 orchid2 orchid3 orchid4 pale goldenrod pale green pale green1 pale green2 Color Code A2B5CD 32CD32 FAF0E6 FF00FF FF00FF EE00EE CD00CD 8B008B B03060 FF34B3 EE30A7 CD2990 000080 FDF5E6 6B8E23 C0FF3E B3EE3A 9ACD32 698B22 FFA500 FF4500 FF4500 EE4000 CD3700 8B2500 FFA500 EE9A00 CD8500 8B5A00 DA70D6 FF83FA EE7AE9 CD69C9 8B4789 EEE8AA 98FB98 9AFF9A 90EE90 126 Appendix A: Hexadecimal Color Codes .Table A-1.

HTML Color Codes for Color Schemes Color Name navajo white navajo white1 navajo white2 navajo white3 navajo white4 pale turquoise3 pale turquoise4 pale violet red pale violet red 2 pale violet red 3 pale violet red1 pale violet red4 papaya whip peach puff peach puff1 peach puff2 peach puff3 peach puff4 peru pink pink1 pink2 pink3 pink4 plum plum1 plum2 plum3 plum4 powder blue purple purple1 purple2 purple3 purple4 red sienna sienna1 Color Code FFDEAD FFDEAD EECFA1 CDB38B 8B795E 96CDCD 668B8B DB7093 EE799F CD6889 FF82AB 8B475D FFEFD5 FFDAB9 FFDAB9 EECBAD CDAF95 8B7765 CD853F FFC0CB FFB5C5 EEA9B8 CD919E 8B636C DDA0DD FFBBFF EEAEEE CD96CD 8B668B B0E0E6 A020F0 9B30FF 912CEE 7D26CD 551A8B FF0000 A0522D FF8247 Color Name pale green3 pale green4 pale turquoise pale turquoise1 pale turquoise2 red1 red2 red3 red4 rosy brown rosybrown1 rosybrown2 rosybrown3 rosybrown4 royal blue royal blue1 royal blue2 royal blue3 royal blue4 saddle brown salmon salmon1 salmon2 salmon3 salmon4 sandy brown sea green seagreen1 seagreen2 seagreen3 seagreen4 seashell seashell1 seashell2 seashell3 seashell4 steel blue2 steel blue3 Color Code 7CCD7C 548B54 AFEEEE BBFFFF AEEEEE FF0000 EE0000 CD0000 8B0000 BC8F8F FFC1C1 EEB4B4 CD9B9B 8B6969 4169E1 4876FF 436EEE 3A5FCD 27408B 8B4513 FA8072 FF8C69 EE8262 CD7054 8B4C39 F4A460 2E8B57 54FF9F 4EEE94 43CD80 2E8B57 FFF5EE FFF5EE EEE5DE CDC5BF 8B8682 5CACEE 4F94CD HTML Hexadecimal Color Codes 127 .Table A-1.

Table A-1. HTML Color Codes for Color Schemes Color Name sienna2 sienna3 sienna4 sky blue sky blue1 sky blue2 sky blue3 sky blue4 slate blue slate blue1 slate blue2 slate blue3 slate blue4 slate gray slate gray1 slate gray2 slate gray3 slategray4 snow1 snow2 snow3 snow4 spring green spring green1 spring green2 spring green3 spring green4 steel blue steel blue1 wheat2 wheat3 wheat4 white white smoke yellow Color Code EE7942 CD6839 B47268 87CEEB 87CEFF 7EC0EE 6CA6CD 4A708B 6A5ACD 836FFF 7A67EE 6959CD 473C8B 778899 C6E2FF B9D3EE 9FB6CD 6C7B8B FFFAFA EEE9E9 CDC9C9 8B8989 00FF7F 00FF7F 00EE76 00CD66 008B45 4682B4 63B8FF EED8AE CDBA96 8B7E66 FFFFFF F5F5F5 FFFF00 Color Name steel blue4 tan tan1 tan2 tan3 tan4 thistle thistle1 thistle2 thistle3 thistle4 tomato tomato1 tomato2 tomato3 tomato4 turquoise turquoise1 turquoise2 turquoise3 turquoise4 violet violet red violet red 1 violet red 2 violet red3 violet red4 wheat wheat1 yellow green yellow1 yellow2 yellow3 yellow4 Color Code 36648B D2B48C FFA54F EE9A49 CD853F 8B5A2B D8BFD8 FFE1FF EED2EE CDB5CD 8B7B8B FF6347 FF6347 EE5C42 CD4F39 8B3626 40E0D0 00F5FF 00E5EE 00C5CD 00868B EE82EE D02090 FF3E96 EE3A8C CD3278 8B2252 F5DEB3 FFE7BA 9ACD32 FFFF00 EEEE00 CDCD00 8B8B00 128 Appendix A: Hexadecimal Color Codes .

♦ Modifying the Configuration Files Each instance of Data Analyzer has an associated enterprise archive (EAR) file.xml contains many settings. infa-cache-service. Contains additional configuration settings for an instance of Data Analyzer. They are stored in the Data Analyzer EAR directory. Although infacache-service.xml. They are stored in the Data Analyzer EAR directory.APPENDIX B Configuration Files This appendix includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. 129 Modifying the Configuration Files.properties. 129 Properties in DataAnalyzer.xml. The configuration files define the appearance and operational parameters of Data Analyzer. you only need to modify specific settings. web. 130 Properties in infa-cache-service. You can modify the following configuration files: ♦ ♦ DataAnalyzer. Contains the configuration settings for an instance of Data Analyzer.xml web. you can modify the Data Analyzer configuration files.xml 129 . 137 Properties in web. Contains the global cache configuration settings for Data Analyzer. Although web.xml. They are stored in the Data Analyzer EAR directory.xml contains many settings. 141 Overview To customize Data Analyzer for your organization. you only need to modify specific settings.xml.properties infa-cache-service.properties. The following configuration files that contain the settings for an instance of Data Analyzer are stored in its EAR file: ♦ ♦ ♦ DataAnalyzer.

♦ Security Adapter Properties. Data Analyzer internally maintains a pool of JDBC connections to the data source.evictionPeriodMins dynapool. You must customize some properties in DataAnalyzer.minCapacity dynapool. 2. Data Analyzer periodically updates the list of users and groups in the repository with the list of users and groups in the LDAP directory service. Several properties in DataAnalyzer. 3.properties The DataAnalyzer.syncOnSystemStart 130 Appendix B: Configuration Files . To customize the synchronization scheduler.To change the settings in the configuration files stored in the Data Analyzer EAR file.connectionIdleTimeMins datamart. You can modify DataAnalyzer. Change the settings and save the configuration file. you may need to modify more than one property to effectively customize Data Analyzer operations: ♦ Dynamic Data Source Pool Properties. open the configuration file you want to modify and search for the setting you want to customize.waitForConnectionSeconds dynapool. you can modify the following properties. complete the following steps: 1. − − securityadapter.maxCapacity dynapool. With a text editor.defaultRowPrefetch For more information. To optimize the database connection pool for a data source. In the following groups of properties. If you use LDAP authentication. modify the following properties: − − − − − − dynapool. Properties in DataAnalyzer.frequency securityadapter.properties together to achieve a specific result. Restart Data Analyzer. Data Analyzer provides a synchronization scheduler that you can customize to set the schedule for these updates based on the requirements of your organization.properties control the processes within the connection pool. see “Connection Pool Size for the Data Source” on page 115.properties to customize the operation of an instance of Data Analyzer.properties file contains the configuration settings for an instance of Data Analyzer.

Set to true to increase Data Analyzer performance. You can modify several properties in this file to customize how the global cache works. Default is 7. If you use an SMTP mail server.ConfigurationName. For more information about editing your general preferences to enable interactive charts.The machine running Data Analyzer has insufficient memory for the global cache. Data Analyzer retrieves it from the cache instead of accessing the repository. see the Data Analyzer User Guide.ShowHeader uiconfig.GlobalCaching Cache. see “Properties in infa-cache-service.properties Property alert.properties 131 .Report. Data Analyzer retrieves objects from the repository each time a user accesses them.1 API. For more information about configuring global caching. Properties in DataAnalyzer. api.♦ UI Configuration Properties.xml” on page 137. you must enter an email address that includes a domain. you can modify the following properties: − − uiconfig. . you need to enter a valid email address for your organization. the font must also exist on the workstation that accesses Data Analyzer.level Cache. Together they define a single user interface configuration. However. If you are using the Internet Explorer browser. To customize the navigation and header display of Data Analyzer. Set it to 40 to force the current API to behave in the same way as the Data Analyzer 4. Data Analyzer creates a cache in memory for repository objects accessed by Data Analyzer users. You might want to disable global caching for the following reasons: . Number of days before a subscription for cached reports expires. the font does not have to exist on the workstation.The machine where the repository database resides performs fast enough that enabling global caching does not provide a performance gain.fromaddress Description From address used for alerts sent by Data Analyzer. have installed Adobe SVG Viewer. Determines whether global caching is enabled for the repository. If set to true. and enabled interactive charts.properties file: Table B-1.0 and 4.com. This set of properties determine the look and feel of the Data Analyzer user interface. Set it to blank to use the current API. The font must exist on the machine hosting Data Analyzer. Supported values are 40 or blank. infa-cache-service. When global caching is enabled.compatibility. If set to false.Fontname Properties in DataAnalyzer. If you are using the Mozilla Firefox browser. Default is alert@informatica.NoOfDaysToExpire Chart.ShowNav Note: Do not modify the properties in the section of DataAnalyzer. Font to use in all charts generated by this instance of Data Analyzer. When a user accesses an object that exists in the cache.xml determines how the global cache is configured.Subscription. Compatibility level of the API. Leaving the default value does not affect alert functionality. Default is Helvetica.ConfigurationName.properties labeled For Data Analyzer system use only. Default is true. Table B-1 describes the properties in the DataAnalyzer.

Data Analyzer determines the actual font size. Data Analyzer compresses only the MIME types listed in compressionFilter.Fontsize. However. without verifying that the browser can support compressed files of this MIME type. Properties in DataAnalyzer. Enter a comma-separated list of MIME types.MaximumNumberofContainers datamart.compressThreshold CustomLayout. Default is 512. the default is sufficient for most organizations. These MIME types may work with compression regardless of whether the browser supports compression or if an intervening proxy would otherwise break compression. Using this property may result in marginally better performance than using compressionFilter.Fontsize Description Maximum font size to use on the chart axis labels and legend. Maximum number of containers allowed in custom layouts for dashboards. Maximum number of rows that Data Analyzer fetches in a report query. but will not use a font size smaller than the value of this property. Data Analyzer compresses dynamic content of the following MIME types: text/html. Minimum font size to use on the chart axis labels and legend.MaxDataPoints Chart. The value must be smaller than the value of Chart. Some MIME types are handled by plug-ins that decompress natively. no MIME types are listed. an error message appears. If the browser does not support compressed files of a MIME type.compressableMimeTypes. Typically. By default. Default is 7. Chart. if Data Analyzer compresses a MIME type not supported by the browser. Default is 1000. If Data Analyzer users select more data points than the value of this property.properties Property Chart. application/x-javascript. Data Analyzer does not compress dynamic content of the unsupported MIME type.alwaysCompressMimeTypes compressionFilter. Data Analyzer compresses responses if the response size is larger than this number and if it has a compressible MIME type.compressableMimeTypes after verifying browser support. Default is 10. MIME types for dynamic content that Data Analyzer always compresses. Data Analyzer determines the actual font size. MIME types for dynamic content that Data Analyzer compresses.compressableMimeTypes compressionFilter.defaultRowPrefetch 132 Appendix B: Configuration Files .Minfontsize compression. Maximum number of data points to plot in all charts. By default. but will not use a font size larger than the value of this property. Default is 20. the browser might display an error. Minimum size (in bytes) for a response to trigger compression. text/javascript. Default is 30.Table B-1. Enter a commaseparated list of MIME types.

CLOB.READ_COMMITTED. Nonrepeatable reads and phantom reads can occur. Data Analyzer uses the data restriction merging behaviors in Data Analyzer 4. Determines whether the pool can shrink when connections are not in use. and phantom reads cannot occur. String to use as a prefix for the dynamic JDBC pool name.datalength dynapool. If no property is set for a data source.capacityIncrement dynapool. Add the following entries: . Phantom reads can occur.poolNamePrefix Properties in DataAnalyzer. Maximum number of connections that the data source pool may grow to. . Determines the maximum number of characters in a CLOB attribute that Data Analyzer displays in a report cell.transactionIsolationLevel.REPEATABLE_READ.allowShrinking dynapool.transactionIsolationLevel. Dirty reads and non-repeatable reads cannot occur.1 and supports AND/OR conditions in data restriction filters. Dirty reads cannot occur. Set the value to the total number of concurrent users. . non-repeatable reads. Data Analyzer uses the default transaction level of the database. Default is 2.0. Add a property for each data source and then enter the appropriate value for that data source.datamart.maxCapacity dynapool.OldBehavior Provided for backward compatibility.transactionIsolationLevel. Default is true.SERIALIZABLE. Default is 20. and phantom reads can occur. Default is 2. Properties in DataAnalyzer.properties 133 .datamart.x and previous releases and does not support AND/OR conditions in data restriction filters.READ_UNCOMMITTED. Minimum number of initial connections in the data source pool. you have a data source named ias_demo that you want to set to READ_UNCOMMITTED and another data source named ias_test that you want to set to REPEATABLE_READ (assuming that the databases these data sources point to support the respective transaction levels). datatype.maxCapacity. DataSourceName Description Transaction isolation level for each data source used in your Data Analyzer instance. For example. Data Analyzer uses the data restriction merging behavior provided in Data Analyzer 5. Increasing this setting can slowData Analyzer performance.initialCapacity dynapool. If set to true. Number of connections that can be added at one time. Set the value to 25% of the maximum concurrent users. Default is false. Dirty reads. .Table B-1. If set to false. see the Data Analyzer Schema Designer Guide.ias_demo=READ_UNC OMMITTED . Supported values are: .properties Property datamart. Transactions are not supported. non-repeatable reads. The value must be greater than zero.ias_test=REPEATABLE _READ DataRestriction. The value cannot exceed dynapool. . Dirty reads. Default is 1000. Default is IAS_.NONE. For more information about CLOB support.

the installation process installs online help files on the same machine as Data Analyzer and sets the value of this property. Default is 3600 seconds (1 hour). By default.transaction. Data Analyzer should not perform the check too frequently because it locks up the connection pool and may prevent other clients from grabbing connections from the pool.url import.shrinkPeriodMins dynapool. Determines whether Data Analyzer groups values by row attributes in cross tabular report tables for reports with a suppressed GROUP BY clause when the data source stores a dataset in more than one row in a table.GroupOnAttributePair help. Determines whether Data Analyzer waits for a database connection if none are available in the connection pool.timeout. Default is true. URL for the location of Data Analyzer online help files. Determines whether to append or overwrite new log information to the JDBC log file. dynapool.log. Default is 1.url host.pollingIntervalSeconds jdbc.Table B-1.refreshTestMinutes Description Frequency in minutes at which Data Analyzer performs a health check on the idle connections in the pool.waitForConnection dynapool.seconds Indicator. see the Data Analyzer User Guide. If the data source stores a dataset in a single row in a table. For more information. Set to true to append new messages. Default is 5. Default is 300 seconds (5 minutes). Properties in DataAnalyzer. Set to false to overwrite existing information. Default is 60. By default. the number of connections in the pool reverts to the value of its initialCapacity parameter if the allowShrinking parameter is true.properties Property dynapool. Default is true. the value of this property does not affect how the report displays. you might need to increase this value. URL for the Data Analyzer instance. Maximum number of seconds a client waits to grab a connection from the pool if none is readily available before giving a timeout error.files. Frequency in seconds that Data Analyzer refreshes indicators with animation. Number of minutes Data Analyzer allows an idle connection to be in the pool. After this period. To import a large XML file. Set to false if you do not want the Data Analyzer report to group the data based on the row attributes. the Data Analyzer installation sets the value of this property in the following format: http://Hostname:PortNumber/InstanceName/ Number of seconds after which the import transaction times out. Set to true to group values by the row attributes.waitSec GroupBySuppression.append 134 Appendix B: Configuration Files . Default is true.

Directory PDF.log in a directory called Log_Files in the D: drive. Data Analyzer continues with the requested operation.abortThresHold queryengine. defaults to 1000.log If you do not specify a path. The default value is 2. see “Configuring Report Headers and Footers” on page 88.properties Property jdbc. Set to true to allow Data Analyzer to shrink the font size of long headers and footers to fit the configured space.maxRowsToDisplay Maximum number of rows to display in the activity log.estimation.log. Defines the maximum percentage of memory that is in use before Data Analyzer stops building report result sets and running report queries. Default is 30. Default is 1000. Data Analyzer displays an unlimited number of rows. Default is true. Set to false to use the configured font size and allow Data Analyzer to display only the text that fits in the header or footer. Number of days used to estimate the query execution time for a particular report. logging. providerContext. If set to zero. For example. To specify a path. Displaying a number larger than the default value may cause the browser to stop responding.log.ShrinkToWidth Determines how Data Analyzer handles header and footer text in reports saved to PDF. If set to zero. Data Analyzer estimates the execution time for a report by averaging all execution times for that report during this estimation window.HeaderFooter. to set the log file to myjdbc.activity.window Properties in DataAnalyzer.file Description Name of the JDBC log file. Data Analyzer does not support a single backslash as a file separator.Table B-1. The percentage is calculated by dividing the used memory by the total memory configured for the JVM.log.maxInMemory providerContext. Data Analyzer creates the JDBC log file in the following default directory: <PowerCenter_install folder>/server/tomcat/jboss/bin/ Default is iasJDBC. For more information. Maximum number of rows to display in the user log. Data Analyzer does not consider the value set for this property while retaining results of the reports that are part of workflow or drill path. Properties in DataAnalyzer.maxRowsToDisplay Maps. use the forward slash (/) or two backslashes (\\) as the file separator. Default is 1000. If not specified. If not specified. Number of reports that Data Analyzer keeps in memory for a user session. If the percentage is below the threshold. The directory must be located on the machine where Data Analyzer is installed. defaults to 1000. set the value of the property to include the path and file name: jdbc. The default location is in the following directory: <PCAEInstallationDirectory>/DataAnalyzer/ maps logging. Data Analyzer does not retain report results when you set the property value below 2. Displaying a number larger than the default value may cause the browser to stop responding.file=d:/Log_Files/myjdbc. Data Analyzer displays an unlimited number of rows. Directory where the XML files that represent maps for the Data Analyzer geographic charts are located. Default is 95.user. Data Analyzer displays an error and notifies the user about the low memory condition. If the percentage is above the threshold.properties 135 .

showSummary report. Set to false only if you see problems with compressed content. This property specifies the interval between the end of the last synchronization and the start of the next synchronization. Default is true. report. Default is 15. Users can change this default report view by editing their Report Preferences on the Manage Account tab. Default is true. Default is 100. Data Analyzer rounds the value up to the next value divisible by 5. If a report has more sections than the value set for this property. The Service Manager considers the value set for this property as the batch size to copy the users. Set to true to display the Summary section and hide the Grand Totals section on the Analyze tab. Properties in DataAnalyzer.userReportDisplayMode securityadapter.maxSectionsPerPage report. Maximum number of rows to display for each page or section for a report on the Analyze tab.frequency securityadapter. Determines the default tab on which Data Analyzer opens a report when users double-click a report on the Find tab. Default is 300.maxSectionSelectorValues report. Data Analyzer synchronizes the user list when it starts.compress 136 Appendix B: Configuration Files . including synchronization at startup. Set to false to disable. Data Analyzer displays the sections on multiple pages. Set to false to display both the Summary and Grand Totals sections on the Analyze tab but hide these sections in reports emailed from the Find tab and in reports generated by the Data Analyzer API. Determines the number of minutes between synchronization of the Data Analyzer user list. If the property is not set. Possible values are view or analyze. Data Analyzer displays all sections on the Analyze tab. and in reports generated by the Data Analyzer API. Default is view. During synchronization. Maximum number of attribute values users can select for a sectional report table. If you set the time interval to 0.maxRowsPerTable report.syncOnSystemStart servlet. If the value is not an increment of 5.properties and set the value of the batch size. Determines whether Data Analyzer displays the Summary section in a sectional report table when you email a report from the Find tab or when you use the Data Analyzer API to generate a report. Determines whether the servlet compresses files. or is set to false. in reports emailed from the Find tab. Determines whether Data Analyzer synchronizes the user list at startup.properties Property ReportingService. If a report contains more sectional tables than this number. You can add this property to DataAnalyzer. Default is 720 minutes (12 hours). Default is false. Data Analyzer does not synchronize the user list at startup. the Service Manager copies the users from the domain configuration database to the Data Analyzer repository in batches. Set to true to enable servlet compression.batchsize Description Number of users that the PowerCenter Service Manager processes in a batch.Table B-1. Maximum number of sectional tables to display per page on the Analyze tab. Data Analyzer disables all user list synchronization. If true. Default is 65.

including the logo.ConfigurationName. Default is true.properties Property servlet. you define a Date Only time dimension. and logout links. Data Analyzer uses the primary date in date comparisons without any date conversion. Set to true to display the navigation bar. For example. Determines whether to display the Data Analyzer navigation bar for the given configuration. Set to false to hide the navigation bar.xml A cache is a memory area where frequently accessed data can be stored for rapid access. Default is false.properties determines whether global caching is enabled for Data Analyzer. if the datatype of the primary date column in the table is TIMESTAMP. Set to false to disable. see “Properties in DataAnalyzer. set this property to true. help. The date conversion ensures that Data Analyzer accurately compares dates.Date and time in separate tables .xml 137 . Set to true to display the header section. In this case. Applicable to the following types of time dimension: . navigation bar. The Cache.Table B-1.Date only . and this property is set to the default value of false. Determines whether the server verifies that the browser contains an Accept-Encoding header and thus supports compression before sending a compressed response.properties” on page 130. but can have impact on performance. Set to true to allow the server to send compressed files without checking for browser support. for the given user interface configuration. For more information about enabling global caching.useCompressionThroughProxies TimeDimension. However.GlobalCaching property in DataAnalyzer. To ensure that Data Analyzer always converts the primary date column to DATE before using it in date comparisons. DB2 generates an error when Data Analyzer compares the primary date column with another column that has a DATE datatype. Default is false. a date conversion is necessary to avoid SQL errors. Set to false only if you see problems with compressed JavaScript. Determines whether to display the header section for the Data Analyzer pages.ShowNav Properties in infa-cache-service. Setting ShowHeader to false implicitly sets ShowNav to false. Set to true only all browsers used by Data Analyzer users support compression.compress. useDateConversionOnPrimaryDate uiconfig.ConfigurationName. Set to false to hide the header section. Set to true to enable servlet compression of JavaScript. Set to false to force the server to check if the browser can handle compression before sending compressed files.jscriptContentEncoding Description Determines whether the servlet compresses JavaScript loaded by <script> tags through content-encoding for browsers that support this compression. Properties in DataAnalyzer. the data source is DB2. servlet. Properties in infa-cache-service.ShowHeader uiconfig.Date and time as separate attributes in same table Determines whether Data Analyzer converts a primary date column from date and time to date before using the primary date in SQL queries with date field comparisons. Set this property to false if the primary date is stored in a DATE column and date conversion is not necessary.

When a user first accesses an object. If Data Analyzer cannot acquire a lock during this time period. Use infa-cache-service. By default. Data Analyzer removes the object from the cache and then saves the updated object to the repository. Data Analyzer creates a global cache in memory for repository objects accessed by Data Analyzer users. If a user updates an object that exists in the global cache. Data Analyzer may not be able to acquire a lock on an object node in the global cache under the following conditions: ♦ ♦ Another user or background process has locked the same object node. Data Analyzer uses JBoss Cache to maintain the global cache for Data Analyzer.xml in the following directory: <PowerCenter_Install folder>/server/tomcat/jboss/server/informatica/ias/<reporting service name>/properties 2. 3.xml file with a text editor. The next time a user accesses the same object. When the transaction completes.jboss. Open the infa-cache-service. The LockAcquisitionTimeout attribute in infa-cache-service. only the properties documented in this section are supported by Data Analyzer. the LockAcquisitionTimeout attribute is set to 10. <attribute name=”LockAcquisitionTimeout”>10000</attribute> 138 Appendix B: Configuration Files . you can increase the value of the LockAcquisitionTimeout attribute. Change the attribute value according to your requirements. A node contains the data for a single cached object. Locate the following text: name=”LockAcquisitionTimeout” 4.When global caching is enabled. When global caching is enabled. the properties in infa-cache-service. To configure the lock acquisition timeout: 1.com/portal/jbosscache/docs Configuring the Lock Acquisition Timeout The global cache uses an optimistic node locking scheme to prevent Data Analyzer from encountering deadlocks. a report or dashboard. Changes to the default values of the unsupported properties may generate unexpected results. Data Analyzer retrieves the object from the repository and then stores the object in memory. Data Analyzer retrieves the object from the global cache instead of the repository. see the JBoss Cache documentation library: http://labs.xml determine how the global cache is configured.GlobalCaching property in DataAnalyzer. The next time a user accesses the updated object. it rolls back the transaction and displays an appropriate message to the user.xml.xml determines how long Data Analyzer attempts to acquire a lock on an object node.000 milliseconds.xml contains a number of properties to support the global cache. Although infa-cacheservice. Data Analyzer retrieves the object from the repository. locate infa-cache-service. In the directory where you extracted the Data Analyzer EAR file. When a user modifies an object that exists in the global cache. Data Analyzer stores data in the global cache in a hierarchical tree structure consisting of nodes.properties.xml to configure the following global cache features: ♦ ♦ Lock acquisition timeout Eviction policy If you disable global caching in the Cache. Data Analyzer acquires a lock on the object node when it commits the update or delete transaction to the repository. If Data Analyzer frequently rolls back transactions due to lock acquisition timeouts. Data Analyzer has lost the connection to the repository. Data Analyzer ignores the properties in infa-cache-service. For more information about JBoss Cache. Data Analyzer releases the lock on the object node. for example.

indicators. For example. Each global cache region defined in infa-cache-service. /Reports. /Attributes. Operational. Content folder definitions in the Find tab. /DataConnectors. delivery settings. You can configure a different eviction policy for each region so that Data Analyzer caches more or less objects of a particular type. Attribute definitions. logs. Infa-cache-service. /Time. Each global cache region contains the cached data for a particular object type. Metric definitions. Configuring the Eviction Policy To manage the size of the global cache. Administrative system settings. if a large number of concurrent users frequently access dashboards but not reports. For example. hierarchical. /Users. Default region if an object does not belong to any of the other defined regions. Add infa-cache-service. the /Reports region contains all cached reports. group definitions. Data connector definitions. Data Analyzer writes informational messages to a global cache log file when a region approaches its maxNodes limit. Global variables used in reports. you can increase the maximum number of dashboards and decrease the maximum number of reports that Data Analyzer stores in the global cache. The eviction policy works on regions of the global cache. and highlighting rules added by each user. and role definitions.xml 139 .xml includes several eviction policy attributes. You can decrease this value to have Data Analyzer run the eviction policy more frequently. Default varies for each region. Eviction Policy Attributes Attribute wakeUpIntervalSeconds Description Frequency in seconds that Data Analyzer checks for objects to remove from the global cache.xml defines the following global cache regions: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ /Dashboards. Default is 60 seconds. 6.xml back to the Data Analyzer EAR file.5. /DataSources. color schemes. and analytic schemas. Table B-2 lists the eviction policy attributes you can configure for the global cache: Table B-2. /Reports/Variables. maxNodes Properties in infa-cache-service. Report definitions. /Reports/User. /Metrics. User profiles. Access permissions on an object and data restrictions defined for users or groups. /Trees. /Security. Data source definitions. /_default_. Maximum number of objects stored in the specified region of the global cache. Calendar and time dimension definitions. Set the value to 0 to have Data Analyzer cache an infinite number of objects. /System.xml. User specific objects defined for reports. gauges. /Schemas. Data Analyzer uses an eviction policy to remove the least frequently used objects from the cache when the cache approaches its memory limit. For example. Current time values for calendar and time dimension definitions. Save and close infa-cache-service. For example. Dashboard definitions. You can modify these attributes to customize when Data Analyzer removes objects from the global cache. and contact information.

To configure the eviction policy: 1. 8. Set the value to 0 to define no time limit.xml defines an idle time limit only for regions that contain user specific data. the /Users region has a timeToLiveSeconds value of 1.xml file with a text editor. Add the infa-cache-service. By default. Data Analyzer removes objects that have reached the timeToLiveSeconds or maxAgeSeconds limits. If Data Analyzer runs on a machine with limited memory. For example. 140 Appendix B: Configuration Files . locate infa-cache-service. Data Analyzer removes the least recently used object from the region.xml defines a maximum age limit for only the /_default_ region. to change the attribute values for the /Dashboards region. 3.xml. Open the infa-cache-service. Maximum number of seconds an object can remain in the global cache. By default. infa-cache-service.Table B-2. Defined for each region of the global cache. Eviction Policy Attributes Attribute timeToLiveSeconds Description Maximum number of seconds an object can remain idle in the global cache. infa-cache-service. For example. locate the following text: region name="/Dashboards" 6. Set the value to 0 to define no time limit. Repeat steps 5 to 6 for each of the global cache regions whose eviction policy you want to modify. Default varies for each region. <attribute name="wakeUpIntervalSeconds">60</attribute> 5.xml file back to the Data Analyzer EAR file. Save and close infa-cache-service. In the directory where you extracted the Data Analyzer EAR file. you can define idle time limits for the other regions so that Data Analyzer removes objects from the cache before the maxNodes limit is reached. Defined for each region of the global cache. Change the value of the wakeUpIntervalSeconds attribute according to your requirements. For example. Default varies for each region. Data Analyzer also removes objects from any region that have reached the timeToLiveSeconds or maxAgeSeconds limits.800 seconds (30 minutes). 9. If Data Analyzer runs on a machine with limited memory. maxAgeSeconds Data Analyzer checks for objects to remove from the global cache at the following times: ♦ ♦ The wakeUpIntervalSeconds time period ends. Locate the following text: name=”wakeUpIntervalSeconds” 4. A global cache region reaches its maxNodes limit. Data Analyzer removes cached user data if it has not been accessed for 30 minutes. Locate the region whose eviction policy you want to modify. to locate the /Dashboards region. modify the following lines: <region name="/Dashboards"> <attribute name="maxNodes">200</attribute> <attribute name="timeToLiveSeconds">0</attribute> <attribute name="maxAgeSeconds">0</attribute> </region> 7. you can define maximum age limits for the other regions so that Data Analyzer removes objects from the cache before the maxNodes limit is reached.xml in the following directory: <PowerCenter_Install folder>/server/tomcat/jboss/server/informatica/ias/<reporting service name>/properties 2. Change the attribute values for the region according to your requirements.

use the forward slash (/) or two backslashes (\\) as the file separator. Data Analyzer synchronizes only user accounts. Default is 30. Properties in web. Data Analyzer resets the session timeout to the value of the session-timeout property.xml Property enableGroupSynchronization Description If you use LDAP authentication.xml file contains a number of settings. By default. Data Analyzer does not support a single backslash as a file separator. set this property to false so that Data Analyzer does not delete or add groups to the repository during synchronization. Default is 5. If the user does not successfully log in and the session remains inactive for the specified time period. during synchronization.xml file contains configuration settings for Data Analyzer.Properties in web. not groups. Session timeout.xml 141 . Default is 100. you typically modify only specific settings in the file. Default is true. You can specify a full directory path such as D:/temp/DA. Maximum number of groups or users Data Analyzer displays in the search results before requiring you to refine your search criteria. Data Analyzer deletes the users and groups in the repository that are not found in the LDAP directory service. Table B-3 describes the properties in web. Maximum number of groups or users Data Analyzer displays before displaying the Search box so you can find a group or user. You can modify this file to customize the operation of an instance of Data Analyzer. The directory must be a shared file system that all servers in the cluster can access. in minutes. Default is tmp_ias_dir. Default is 1000. in minutes. the session expires. You must maintain the group information within Data Analyzer. Although the web. for an inactive session on the Login page. If you want to keep user accounts in the LDAP directory service but keep the groups in the Data Analyzer repository. login-session-timeout searchLimit session-timeout showSearchThreshold TemporaryDir Properties in web. If you specify a new directory. Directory where Data Analyzer stores temporary files. Session timeout. this property determines whether Data Analyzer updates the groups in the repository when it synchronizes the list of users and groups in the repository with the LDAP directory service. When this property is set to false. Data Analyzer creates the directory in the following default directory: <PCAEInstallationDirectory>/JBoss403/bin/ To specify a path.xml that you can modify: Table B-3. for an inactive session. Data Analyzer terminates sessions that are inactive for the specified time period. After the user successfully logs in.xml The web.

142 Appendix B: Configuration Files .

level property configuring 131 application server description 2 arguments Import Export utility 66 attaching imported reports to event-based schedule 37 reports to event-based schedule 32 B background image URL background image location 75 business days default 29 setting 29 C cache See global cache Cache.Subscription.GlobalCaching property configuring 131 Cache.Fontsize property configuring 132 Chart.INDEX A access permissions change permission 14 creating 14 defined 13 Delete permission 14 exclusive 14 inclusive 14 read permission 13 schedules 24 setting 9.Report.Minfontsize property configuring 132 clearing activity log 79 event-based schedule histories 34 time-based schedule histories 24 user log 78 color schemes assigning 78 background image URL 75 creating 76 customizing 74. 118 images directory 75 143 . 135 saving 79 viewing and clearing 79 administrative reports adding to schedules 96 Administrator’s Dashboard 93 description 93 list and description 97 public folder 94 setting up 94 Administrator’s Dashboard dashboard for administrative reports 93 AIX performance tuning 105 alert.fromaddress property configuring 131 alerts modifying From email address 131 analytic workflows See also Data Analyzer User Guide importing reports 54 AND operator multiple data restrictions 16 api.NoOfDaysToExpire property configuring 131 cached reports adding administrative reports to schedules 96 attaching to schedule after importing 26 importing 55 Calendar business days 29 daily view 28 holidays 29 leap years 28 monthly view 28 viewing 28 weekly view 28 change permission See access permissions Chart.compatibility.MaxDataPoints property configuring 132 Chart.Fontname property configuring 131 Chart. 13 using wildcards 14 write permission 13 activity log configuring maximum rows 80.

properties 130 infa-cache-service. 20 exporting 45 importing 59 OR operator 16 data sources creating 94 creating for Metadata Reporter 94 description 3 data warehouses performance tuning 99 DataAnalyzer.CLOB.list of color codes 121 login page image URL 75 logo image URL 75 primary 75 primary navigation 76 secondary 75 secondary navigation 76 selecting 77 using default 74 viewing 77 compression.datalength property configuring 133 date/time formats in localization 8 DB2 database performance tuning 101 default color scheme using 74 delete permission See access permissions deleting data restrictions 19.xml 137 web. 20 event-based schedule histories 34 event-based schedules 35 scheduled reports 27.compressableMimeTypes property configuring 132 compressionFilter.compressThreshold property configuring 132 configuration files DataAnalyzer.transactionIsolationLevel property configuring 133 144 Index . 37 time-based schedule histories 24 time-based schedules 25 disabling event-based schedules 35 time-based schedules 25 E enableGroupSynchronization property configuring 141 error messages Import Export utility 69 event-based schedules access permissions 24 attaching imported reports 37 attaching reports 32 creating 32 defined 21 disabling 35 enabling 35 histories 34 managing reports 35 removing 35 schedule monitoring 29 starting immediately 34 stopping 35 stopping immediately 30 using PowerCenter Integration utility 33 exclusive permissions See access permissions exporting Data Analyzer objects dashboards 44 data restrictions 45 global variables 44 group security profile 45 metrics 40 overview 39 reports 42 security profile 45 time dimension tables 42 user security profile 45 using Import Export utility 65 external URL defined 83 registering 83 D daily view Calendar 28 dashboards exporting 44 importing 57 data access restricting 10.alwaysCompressMimeTypes property configuring 132 compressionFilter.MaximumNumberofColumns property configuring 132 DataRestriction. 16 Data Analyzer performance tuning 111 data lineage using 5 data restrictions AND operator 16 by fact table 17 by user or group 19 deleting 19.OldBehavior property configuring 133 datatype.xml 141 contact information specifying for system administrator 84 creating event-based schedules 32 holidays 29 time-based schedules 22 CustomLayout.defaultRowPrefetch property configuring 132 datamart.properties configuring 130 datamart.

134 user security profile 59 using Import Export utility 65 inclusive permissions See access permissions Indicator. 141 imported reports attaching to schedules 26 importing dashboards 57 data in multiple languages 8 data restrictions 59 global variables 56 group security profile 60 large XML files 62 overview 49 reports 54 schema objects 50 security profile 59 transaction timeout 62.transaction. 141 showSearchThreshold parameter 91.pollingIntervalSeconds property configuring 134 infa-cache-service.append property configuring 134 jdbc.files.log. 134 jdbc.file property configuring 135 H header section UI configuration 118 headers configuring report headers 88 display options 88 heap size importing large XML files 63 help. 12 restricting data access 19 searchLimit parameter 91.xml file configuring 137 J Java environment viewing 84 JBoss Application Server description 2 JDBC log file 81.GroupOnAttributePair property configuring 134 groups displaying 91 removing from the repository 10.url property configuring 134 histories clearing 34 clearing schedule 24 holidays creating 29 host.log.seconds property configuring 134 Index 145 .F fact tables restricting data access 17 footers configuring report footers 88 display options 88 G global cache configuring 137 eviction policy 139 lock acquisition timeout 138 sizing 139 global variables exporting 44 importing 56 GroupBySuppression.timeout. 11.url property configuring 134 HP-UX performance tuning 102 L language settings backing up and restoring Data Analyzer repositories 7 Data Analyzer repository 7 data warehouse 7 import and export repository objects 8 importing table definitions 8 language support display 7 LDAP authentication server settings 81 synchronizing user list 136 leap years Calendar 28 Linux performance tuning 101 localization Data Analyzer display language 7 date and number formats 8 displaying reports in Chinese or Japanese when exporting to PDF 8 language settings 7 overview 7 setting metric or attribute default values 8 I images directory color scheme location 75 Import Export utility error messages 69 format 66 options and arguments 66 repository objects 68 running 66 using 65 import.

135 performance tuning AIX 105 Data Analyzer processes 111 database 99 DB2 database 101 HP-UX 102 Linux 101 Microsoft SQL Server 2000 101 operating system 101 Oracle database 100 Solaris 103 Windows 106 permissions See access permissions setting 9 post-session command using the PowerCenter Integration utility 33 PowerCenter Integration utility using in a post-session command 33 PowerCenter Workflow Manager using the PowerCenter Integration utility 33 predefined color scheme using 74 previewing report headers and footers 90 primary display item color scheme 75 properties defining in DataAnalyzer.window property configuring 135 O operating system performance tuning 101 viewing 84 operational schemas setting data restrictions 17 operators AND 16 OR 16 options Import Export utility 66 OR operator multiple data restrictions 16 Oracle performance tuning 100 R read permissions See access permissions recurring schedules See time-based schedules 146 Index .abortThresHold property configuring 135 providerContext.maxRowsToDisplay property configuring 79.activity.ShrinkToWidth property configuring 135 using 89.HeaderFooter.xml 137 defining in web.properties 130 defining in infa-cache-service.user.maxInMemory property configuring 135 M mail servers configuring 83 Maps. 135 logging.Directory property configuring 135 metrics exporting 40 importing 50 Microsoft SQL Server 2000 performance tuning 101 monitoring schedules 29 monthly view Calendar 28 multiple instances of Data Analyzer configuration files 129 N navigation color schemes 76 navigation bar UI configuration 118 notifyias using in PowerCenter post-session command 33 Q queries setting rules 85 query governing query time limit 85 report processing time limit 85 row limit 85 setting rules 85 specifying for users 12 query time limit defined 85 queryengine.estimation.maxRowsToDisplay property configuring 80.xml 141 providerContext. 135 login page image URL login page image location 75 login-session-timeout property configuring 141 logo image customizing 74 logo image location 75 P PDF.log files JDBC 81 managing 78 logging.

maxSectionsPerPage property configuring 136 report.frequency property configuring 136 securityadapter.maxSectionSelectorValues property configuring 136 report.compress.syncOnSystemStart property configuring 136 servlet.showSummary property configuring 136 report.batchsize configuring 136 reports See also Data Analyzer User Guide adding administrative reports to schedules 96 administrative reports overview 93 attached to time-based schedules 25 attaching imported reports to event-based schedule 37 attaching to event-based schedule 32 attaching to schedule after importing 26 deleting from time-based schedules 27 displaying scroll bars in tables 88 exporting Data Analyzer objects 42 header and footer display options 88 importing 54 in event-based schedules 35 list of administrative reports 97 previewing headers and footers 90 removing from event-based schedules 37 setting headers and footers 88 viewing in event-based schedule 36 viewing properties 27 repository database performance tuning 99 restore repository language settings 7 row limit query governing 85 row-level security restricting data access 16 running Import Export utility 66 S saving activity log 79 system log 80 user log 78 schedule monitoring defined 29 scheduled reports deleting 27 viewing 26.useCompressionThroughProxies property configuring 137 session-timeout property configuring 141 showSearchThreshold property configuring 141 single sign-on See also Data Analyzer SDK Guide with Data Analyzer API 118 single-event schedules See time-based schedules Solaris performance tuning 103 SQL queries row limit 85 setting rules 85 time limit 85 starting event-based schedules 34 time-based schedules 24 stopping event-based schedules 35 running schedules 30 time-based schedules 25 synchronization scheduler customizing 136 system administrator using Import Export utility 65 system information viewing 84 system log configuring 80 Index 147 .jscriptContentEncoding property configuring 137 servlet. 36 schedules See also event-based schedules See also time-based schedules attaching imported reports to schedules 26 for cached administrative reports 96 stopping 30 scheduling business days 29 Calendar 28 holidays 29 schemas restricting data access 17 scroll bars report table option 88 searchLimit property configuring 141 secondary display item color schemes 75 security access permissions 13 security profiles exporting 45 exporting user 45 group 45 importing 59 importing group 60 importing user 59 securityadapter.maxRowsPerTable property configuring 136 report.userReportDisplayMode property configuring 136 ReportingService.compress property configuring 136 servlet.removing See deleting report processing time limit defined 85 report.

141 showSearchThreshold parameter 91. 131 URL parameter 119 UICONFIG URL parameter 119 URL background image for color schemes 75 login page image for color schemes 75 logo image for color schemes 75 URL API See also Data Analyzer SDK Guide using 117 user log configuring maximum rows 79.useDateConversionOnPrimaryDate property configuring 137 timeout changing default for transactions 62 configuring for Data Analyzer session 4 transaction timeout changing the default 62 W web. 141 UTF-8 character encoding Data Analyzer support 7 148 Index .xml configuring 141 weekly view Calendar 28 wildcards searching user directory 14 Windows performance tuning 106 work days scheduling 29 write permissions See access permissions X XML files heap size for application 63 importing large files 62 temporary table space 63 U UI configuration default 118 properties 131 setting up 118. 135 saving 78 viewing and clearing 78 users displaying 91 restricting data access 19 searchLimit parameter 91.saving 80 viewing 80 V viewing activity log 79 histories for event-based schedules 34 reports attached to event-based schedules 36 reports attached to time-based schedules 26 system information 84 system log 80 time-based schedule histories 24 user log 78 T tasks properties 27 temporary table space importing large XML files 63 TemporaryDir property configuring 141 time dimension tables exporting Data Analyzer objects 42 time-based schedules access permissions 24 creating 22 defined 21 deleting 25 disabling and enabling 25 histories 24 managing reports 25 schedule monitoring 29 starting immediately 24 stopping immediately 25 viewing the Calendar 28 TimeDimension.

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