PC 861 ReferenceTableManager

Reference Table Manager
Guide
Informatica PowerCenter
(Version 8.6.1)
Informatica PowerCenter Reference Table Manager Guide

Version 8.6.1
December 2008
Copyright (c) 2008 Informatica Corporation. All rights reserved.
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 is protected by U.S. and 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 B2B Data Exchange, Informatica On Demand, Informatica Treasury Services Solutions Accelerator, Informatica XE and Informatica Reference Table Manager 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
Isomorphic Software, Inc. All rights reserved.
This product includes software developed by the Apache Software Foundation (http://www.apache.org/) and other software which is licensed under various versions of the Apache License (collectively
the License). You may obtain a copy of the License at http://www.apache.org/licenses. 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 licensed under the BSD License (http://xstream.codehaus.org/license.html). See the License for the specific language governing permissions and limitations under the
License.
This product includes software developed by The Dojo Foundation (http://dojotoolkit.org/) licensed under the following license: http://trac.dojotoolkit.org/browser/dojo/trunk/LICENSE. See the
License for the specific language governing permissions and limitations under the License.
This product includes software licensed under the Lesser General Public License (LGPL) (http://www.gnu.org/licenses/lgpl-2.1.txt). See the License for the specific language governing permissions and
limitations under the License.
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 product or documentation is error free. The information provided in this product or
documentation may include technical inaccuracies or typographical errors.
Part Number: PC-RTM-86100-0001
Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica How-To Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Chapter 1: Reference Table Manager Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
External Reference Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Reference Table Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Reference Table Manager Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Reference Table Manager Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Reference Table Staging Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Using Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Understanding Reference Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Cross-Reference Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Valid Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Logging in to Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Reference Table Manager Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Managing Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Editing a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Deleting a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Creating Reference Tables Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Creating Reference Tables through Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Chapter 2: Using Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Managing Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Editing and Deleting Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Managing Columns in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Managing Rows in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Specifying Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Exporting Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Registering Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Viewing Audit Trail Log Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Configuring the Audit Trail Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Table of Contents
iii
Audit Trail Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Appendix A: Datatypes in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Datatypes in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Appendix B: Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
iv
Table of Contents
Preface
The PowerCenter Reference Table Manager Guide provides information about creating and administering
reference tables that contain reference data. The PowerCenter Reference Table Manager Guide is written for
business analysts and administrators responsible for managing reference tables, users, and user connections.
Informatica Resources
Informatica Customer Portal
As an Informatica customer, you can access the Informatica Customer Portal site at http://my.informatica.com.
The site contains product information, user group information, newsletters, access to the Informatica customer
support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base,
Informatica Documentation Center, and access to the Informatica user community.
Informatica Documentation
The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have
questions, comments, or ideas about this documentation, contact the Informatica Documentation team
through email at infa_documentation@informatica.com. We will use your feedback to improve our
documentation. Let us know if we can contact you regarding your comments.
Informatica Web Site

You can access the Informatica corporate web site at http://www.informatica.com. The site contains
information about Informatica, its background, upcoming events, and sales offices. You will also find product
and partner information. The services area of the site includes important information about technical support,
training and education, and implementation services.
Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library at http://my.informatica.com. The
How-To Library is a collection of resources to help you learn more about Informatica products and features. It
includes articles and interactive demonstrations that provide solutions to common problems, compare features
and behaviors, and guide you through performing specific real-world tasks.
Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base at http://my.informatica.com. Use
the Knowledge Base to search for documented solutions to known technical issues about Informatica products.
You can also find answers to frequently asked questions, technical white papers, and technical tips.
Informatica Global Customer Support

There are many ways to access Informatica Global Customer Support. You can contact a Customer Support
Center through telephone, email, or the WebSupport Service.
Use the following email addresses to contact Informatica Global Customer Support:
support@informatica.com for technical inquiries
support_admin@informatica.com for general customer service requests
WebSupport requires a user name and password. You can request a user name and password at
http://my.informatica.com.
Use the following telephone numbers to contact Informatica Global Customer Support:
vi
Preface
North America / South America
Europe / Middle East / Africa
Asia / Australia
Informatica Corporation
Headquarters
100 Cardinal Way
Redwood City, California
94063
United States
Informatica Software Ltd.

6 Waltham Park
Waltham Road, White Waltham
Maidenhead, Berkshire
SL6 3TN
United Kingdom
Informatica Business
Solutions Pvt. Ltd.
Diamond District
Tower B, 3rd Floor
150 Airport Road
Bangalore 560 008
India
Toll Free
+1 877 463 2435
Toll Free
00 800 4632 4357
Toll Free
Australia: 1 800 151 830
Singapore: 001 800 4632
4357
Standard Rate
Brazil: +55 11 3523 7761
Mexico: +52 55 1168 9763
United States: +1 650 385 5800
Standard Rate
Belgium: +32 15 281 702
France: +33 1 41 38 92 26
Germany: +49 1805 702 702
Netherlands: +31 306 022 797
Spain and Portugal: +34 93 480 3760
United Kingdom: +44 1628 511 445
Standard Rate
India: +91 80 4112 5738
CHAPTER 1

Overview
This chapter includes the following topics:
Overview, 1
Using Reference Table Manager, 3
Understanding Reference Data, 4
Logging in to Reference Table Manager, 7
Reference Table Manager Interface, 7
Managing Connections, 8
Creating Reference Tables, 10
Overview
Reference Table Manager is a PowerCenter web application that you use to manage reference data such as valid,
default, and cross-reference values. Use Reference Table Manager to create, edit, import, and export reference
data. Create reference tables to establish relationships between values in the source and target systems during
data migration.
For example, you are migrating from a legacy system to an upgraded ERP system. Before you load the data, you
may need to modify some values from the source to a value that is acceptable in the target system. Create
reference tables to define and manage these values. Create Lookup transformations in PowerCenter mappings
to look up data in the reference tables.
The Reference Table Manager Service in the PowerCenter domain runs the Reference Table Manager
application. You can create and configure the Reference Table Manager Service in the PowerCenter
Administration Console.
The following figure shows Reference Table Manager components:
External Reference Files

Service

Repository
Reference Table
Manager Application
Reference Table Staging

Area 1
Reference Table Staging
Area 2
External Reference Files

Microsoft Excel or flat files that contain reference data. Use Reference Table Manager to import data from these
external reference files into reference tables.
You can also export reference tables to external reference files.
Reference Table Manager Application

A web application used to manage reference data that is stored in reference tables. Use Reference Table Manager
to create, edit, import, and export reference data. You can also manage user connections, view user information,
and view audit trail log events.
Reference Table Manager Service

An application service that runs the Reference Table Manager application in the PowerCenter domain. You can
create and configure the Reference Table Manager Service in the PowerCenter Administration Console.
Reference Table Manager Repository

A relational database that stores reference table metadata, user information, user connections, and the audit trail
table. Reference table metadata includes the following information:
Connection name
Table name
Display name
Description
Comments
Date on which the table was last modified
User who last accessed the reference table
Reference Table Staging Area

A relational database that stores the reference tables. All reference tables that you create or import using
Reference Table Manager are stored within the staging area. You can create and manage multiple staging areas to
restrict access to the reference tables.
The relational database for each reference table staging area must meet the following minimum system
requirements:
The database must be IBM DB2, Microsoft SQL Server, or Oracle.
Chapter 1: Reference Table Manager Overview
The database user account must have the following permissions on the reference tables in the database:
Database Permission
Description
Select
Required to view the reference table in Reference Table

Manager.
Insert
Required to create new rows in the reference table.
Update
Required to update rows in the reference table.
Alter Table
Required to rename columns, add columns, or delete columns

in the reference table.
The Reference Table Manager Service uses JDBC drivers to connect to the reference tables in the database. The
JDBC drivers are installed with Reference Table Manager.
The reference table staging area stores the following information:
Reference tables
Default value summary table
Reference Tables
Reference tables that you manage in Reference Table Manager. All reference tables that you create manually,
externally, or through import are stored in the reference table staging area.
Default Value Summary Table

A system table that the Reference Table Manager Service creates. The Reference Table Manager Service saves
values from the default row of each reference table to the RTM_REFERENCE_TABLE_DEFAULTS table. You
can specify the default row in each reference table you manage in Reference Table Manager. Use the default row
to specify default values for each column in the reference table.
The RTM_REFERENCE_TABLE_DEFAULTS table is updated every time you add or edit a default row in a
reference table. It stores information in the following columns:
System name
Table name
Column name
Column value
Modified on
Modified by
The Reference Table Manager Service creates and maintains a default value summary table in each reference
table staging area that you create. You cannot view or edit the RTM_REFERENCE_TABLE_DEFAULTS table
in Reference Table Manager. Use this table within PowerCenter mappings to look up default values.
Using Reference Table Manager

Use Reference Table Manager to create and manage reference tables. To create a reference table in Reference
Table Manager, complete the following steps:
1.
Set up a user account. Contact the database administrator to set up a user account and assign privileges in
the PowerCenter Administration Console.
2.
Create a connection to the reference table staging area. Contact the database administrator to set up a
database for the reference table staging area and create connections.
3.
4.
Create reference tables. Use the following methods to create reference tables in Reference Table Manager:
Create reference tables manually.
Create reference tables when you import data from external reference files.
Create reference tables when you register relational tables that have been moved to the reference table
staging area.
Manage reference tables. Add, edit, or delete the rows and columns to manage reference tables. You can
also export data in the reference tables to Microsoft Excel or flat files.
Understanding Reference Data

Reference data represents data that can be used to evaluate the accuracy, usability, and readiness of source data
for data migration or other projects. This section provides an overview of the following types of reference data:
Cross-reference values
Valid values
Default values
Cross-Reference Values
Cross-reference values represent a set of data used to establish relationships between data in the source system
and the target system. Create reference tables for cross-reference values when you need to associate values
between the source and target systems. For example, the source tables use the value California to represent the
state code. However, the target tables use the value CA. You can create a reference table to associate California
in the source system with the CA in the target system.
Example
You want to migrate from a PeopleSoft source system to an SAP target system. The customer table in the
PeopleSoft system has the following values for the STATE_INFO column:
Source_Table
Source_Column
Source_Value
PS_CUSTOMER
STATE_INFO
Arizona
PS_CUSTOMER
STATE_INFO
California
PS_CUSTOMER
STATE_INFO
Texas
PS_CUSTOMER
STATE_INFO
Utah
The target system stores customer information in a different format. The target table SAP_CUSTOMER stores
state information in the DOMAIN column:
Target_Table
Target_Column
Target_Value
SAP_CUSTOMER
DOMAIN
AZ
SAP_CUSTOMER
DOMAIN
CA
SAP_CUSTOMER
DOMAIN
TX
SAP_CUSTOMER
DOMAIN
UT
You need to load customer data from the source system to the target. To avoid errors during migration, associate
each value in the source table with the corresponding value in the target table.
Use Reference Table Manager to create a reference table that associates the values between the source and target
tables. You can create the reference table manually or by importing external data. You can also create tables
within the database and register them with Reference Table Manager.
The following table displays the reference table for cross-reference values:
Source_Table
Source_
Column
Source_
Value
Target_Table
Target_
Column
Target_
Value
PS_CUSTOMER
STATE_INFO
Arizona
SAP_CUSTOMER
DOMAIN
AZ
PS_CUSTOMER
STATE_INFO
California
SAP_CUSTOMER
DOMAIN
CA
PS_CUSTOMER
STATE_INFO
Texas
SAP_CUSTOMER
DOMAIN
TX
PS_CUSTOMER
STATE_INFO
Utah
SAP_CUSTOMER
DOMAIN
UT
Next, you can create a PowerCenter mapping to look up data in the reference table before transforming the data
in source tables and loading into the target tables.
Valid Values
Valid values represent a set of data used to qualify data in the source system before migrating to a target system.
Create reference tables for valid values when you need to define the valid values for the source system that are
acceptable to the target system. You can use the reference table for valid values to filter or correct invalid records
in the source system before loading to a target system.
Example
The ORDERS table in the source system stores order information. Orders are grouped based on the location
from which they were placed. The source system has the field REGION to specify the location:
Source
Source_Table
Source_Column
Source_Value
SAP
ORDERS
REGION
KY
SAP
ORDERS
REGION
TX
SAP
ORDERS
REGION
FL
SAP
ORDERS
REGION
ID
SAP
ORDERS
REGION
MN
However the target system is restricted to the following zones:

Target
Target_Table
Target_Column
Target_Value
PSFT
ORD14
ZONE
East
PSFT
ORD14
ZONE
West
PSFT
ORD14
ZONE
North
PSFT
ORD14
ZONE
South
You can create the following reference table to define valid values:
Source
Source_Table
Source_Column
Valid_Value
SAP
ORDERS
REGION
East
SAP
ORDERS
REGION
West
Understanding Reference Data
Source
Source_Table
Source_Column
Valid_Value
SAP
ORDERS
REGION
North
SAP
ORDERS
REGION
South
Create PowerCenter mappings to filter records in the source table before loading to a target table. You can use
a Router transformation to filter and modify the records before loading them into targets.
Default Values
Default values represent a set of data used to assign default values to columns in the source system before
migrating to target system. Include default values in a reference table when you need to assign default values to
source records before loading to targets. You may need to assign default values to records with undefined or null
values in the source system if the target system does not accept null or undefined values.
Example
You are migrating from a legacy source system to an SAP target system. The ORDER and ITEM tables in the
source system have records with undefined values.
The ORDER table has records with the following values:
ORDER_ID
VOLUME
COUNTRY
ORD_COMPLETED
OR001
500
US
YES
OR003
N/A
NO
OR005
890
NO
OR007
265
FR
The ITEM table contains the following values:

ITEM_ID
ITEM_NAME
ITEM_001
Paper
ITEM_002
ITEM_003
DESCRIPTION
VOLUME
1200
Inkjet
Toner
Laser
You need to load the data from the source tables to target tables in the SAP system. However, the target system
does not allow null or undefined values. To avoid errors during migration, assign default values to each of the
records with undefined values in the source before loading the data to a target.
You create a reference table of valid values for each source table. In each reference table, you also create one
record that contains the default values for all fields in the corresponding source table.
You create the following row of default values in the reference table for the ORDER source table:
VOLUME
COUNTRY
ORDER_COMPLETED
US
NO
You create the following row of default values in the reference table for the ITEM source table:
ITEM_NAME
DESCRIPTION
VOLUME
N/A
N/A
500
You create PowerCenter mappings to look up and assign default values to fields in source rows with null or
undefined values before loading to the target.
Logging in to Reference Table Manager

You can log in to the Reference Table Manager application from the PowerCenter Administration Console or
by accessing the Reference Table Manager URL from a browser.
If you access Reference Table Manager from the PowerCenter Administration Console, you do not need to
enter the login information again to access the Reference Table Manager application.
To log in to Reference Table Manager with the Reference Table Manager URL, you must have a user name and
password.
To log in to Reference Table Manager:
1.
Open Microsoft Internet Explorer or Mozilla Firefox.
2.
Enter the following URL in the address field for the Reference Table Manager login page:
http(s)://<host>:<port>/rtm
The <host> and <port> represent the host name and port number of the node that runs the Reference Table
Manager application.
If the node is configured for HTTPS with a keystore that uses a self-signed certificate, a warning message
appears. To enter the site, accept the certificate.
The PowerCenter Reference Table Manager login page appears.
3.
Enter the user name and password.
4.
Click Login.
Reference Table Manager Interface

The Reference Table Manager interface has the following tabs:
Connections. Create, edit, and delete user connections to the reference table staging area. For more
information, see Managing Connections on page 8.
Reference Tables. Create, edit, and export reference tables. You can also import external reference files. For
more information about creating reference tables, see Creating Reference Tables on page 10. For more
information about managing reference tables, see Managing Reference Tables on page 13.
Audit Trail. View audit trail log events. For more information, see Viewing Audit Trail Log Events on
page 18.
Users. View information about users and privileges. For more information, see Managing Users on
page 17.
Logging in to Reference Table Manager
Managing Connections
Before you create or import reference data, use Reference Table Manager to configure the database connection
to access the reference table staging area. The reference table staging area stores reference tables that you manage
with Reference Table Manager. You can create and manage multiple staging areas to restrict access to the
reference tables.
Before you create a connection, set up a database for the reference table staging area. Use appropriate database
client tools to set up the database. Verify that the database meets the minimum system requirements. For more
information about the minimum system requirements, see Reference Table Staging Area on page 2. For more
information about setting up a database, see the PowerCenter Configuration Guide.
The following table describes the connection properties that you configure:
Property
Description
Connection Name
Name of the connection. The connection name can be between 1 and 100
characters long. It is not case sensitive and cannot include the following special
characters:
\ / * :? < > " |
Description
Description of the connection. The description can be between 1 and 255

characters long.
Type
Database type for the reference table staging area: IBM DB2, Microsoft SQL
Server, or Oracle.
Host Name
Host name for the reference table staging area.
Port
Port number for the reference table staging area.
SID / Service Name
SID or Service name for Oracle database. You can enter a value for SID or
service name in the Database Name field. Enabled if you select the Oracle
database.
Database Name
The service name for IBM DB2, the SID or service name for Oracle, or the
database name for Microsoft SQL Server database.
User Name
Database user name to log in to the reference table staging area. The user
account must have the appropriate permissions to read and write to the tables in
the database. If the user account does not have appropriate permissions, the
action menus in the Reference Table Manager can be disabled or can generate
errors when you manage the columns and rows in the reference tables.
Password
Password for user account to log in to the reference table staging area. Must be
in 7-bit ASCII. The password is encrypted when it is saved to the Reference
Table Manager repository.
Additional JDBC
Parameters
Additional JDBC options. Enter the options in the following format:

optionname1 = value; optionname2 = value
For example,
AlternateServers=(<alternateHost>:<port>);
LoadBalancing=true
Test Table
Name of the test table used to verify the connection to the database. Use this
property to test the connection with a table in the database.
By default, a connection is enabled when you create it. You can disable a connection to perform maintenance
tasks or to migrate data from test to production.
RELATED TOPICS:
Registering Reference Tables on page 16
Creating a Connection
To create a connection:
1.
In Reference Table Manager, click the Connections tab.
2.
Click New.
The Create Connection dialog box appears.
3.
Enter values for the connection properties.
4.
Click Test Connection to test the connection.

A message indicating success or failure of the connection appears.
5.
Click OK.
If the connection was successful, the connection you created appears in the left pane.
Editing a Connection
You can update connection information. The Reference Table Manager Service uses the updated connection the
next time you create or edit reference tables.
When you edit any connection property, except the Description and Test Table properties, you must register the
reference table again. For example, you changed the database user name and password for a connection. When
you register the reference table, the Reference Table Manager Service updates the Reference Table Manager
repository with the updated connection information.
To edit a connection:
1.
2.
Select the connection you want to edit.
3.
Click Edit to edit the connection.

The Edit Connection dialog box appears.
4.
Enter the values for the properties you want to modify.
5.
Click Test Connection to test the connection.

A message indicating success or failure of the connection appears.
6.
Click OK.
Deleting a Connection
When you delete a connection, the user associated with the connection loses access to the reference tables in the
reference table staging area. To access the reference tables in Reference Table Manager, create another
connection and register the tables again.
To delete a connection:
1.
2.
Select the connection you want to delete.
3.
Click Delete to delete the connection.
4.
Click OK.
Managing Connections
Creating Reference Tables

Create and manage reference tables on the Reference Tables tab. All reference tables are stored in the reference
table staging area. Create a connection to the reference table staging area before you create reference tables.
You can use the following methods to create reference tables:
Create reference tables manually.
Create reference tables through import.
Create reference tables externally.
Creating Reference Tables Manually

You can create a reference table manually on the Reference Tables tab. The reference table you create has default
values for column headers and does not have any content. To add content, add or edit the rows and columns.
To create a reference table manually:
1.
In Reference Table Manager, click the Reference Tables tab.
2.
Select a connection to connect to the reference table staging area.
3.
Click Table > New Table to create a reference table.

The New Table dialog box appears.
4.
5.
Configure the following properties:

Property
Description
Name
Name of the reference table. The Reference Table Manager Service creates a
database table with this name. You cannot edit the name of the reference table
after you create it. The name can be between 1 to 30 characters long and cannot
begin with a number. It is not case sensitive and cannot include the following
special characters:
\ / * :? < > " |
Display Name
Display name of the reference table as it appears in Reference Table Manager.

Display name should be more intuitive and descriptive than the table name. The
display name can be between 1 to 30 characters long and cannot begin with a
number. It is not case sensitive and cannot include the following special
characters:
\ / * :? < > " |
If you do not specify a display name, the Reference Table Manager Service uses
the value in the Name field.
Description
Description of the reference table.
Number of Columns
Number of columns you want to create.
Comments
Comments you want to include. The Reference Table Manager Service stores
the comments in the audit trail table. You can view the comments on the Audit
Trail tab.
Click OK to create the reference table.
Creating Reference Tables through Import

You can create reference tables by importing data from external reference files into Reference Table Manager.
When you import, the data is stored as reference tables in the reference table staging area.
You can import reference data from files in the following formats:
10
Microsoft Excel
Flat file
To create a reference table through import:

1.
2.
Select a connection to specify the location where you want to store the reference tables.
3.
Click Table > Import Data into New Table.

The Import Data dialog box appears.
4.
5.
Enter the following properties:

Property
Description
Table Name
Name of the reference table you are creating. The Reference Table
Manager Service creates a database table with this name. You cannot edit
the name of the reference table after you create it. The table name is not
case sensitive and cannot include the following special characters:
\ / * :? < > " |
Display Name
Display name of the reference table as it appears in Reference Table

Manager. Display name should be intuitive and descriptive. The display
name can be between 1 to 30 characters long and cannot begin with a
number. It is not case sensitive and cannot include the following special
characters:
\ / * :? < > " |
If you do not specify a display name, the Reference Table Manager Service
uses the value in the Table Name field.
Description
Import From
Location of the external reference file. Click Browse to navigate to the file
you want to import.
Import Field Names from

the First Row
If selected, the Reference Table Manager Service uses data in the first row
for column names. Select this option if column names appear in the first
row. If you do not select this option, Reference Table Manager assigns
default values for column names.
Code page
Code page of the CSV file to import from. Not required if you import from an
Excel file.
Comments
Comments that you want to include. The Reference Table Manager Service
stores the comments in the audit trail table. You can view the comments on
the Audit Trail tab.
Click OK.
Creating Reference Tables
11
12
CHAPTER 2

This chapter includes the following topics:
Managing Reference Tables, 13
Registering Reference Tables, 16
Managing Users, 17
Viewing Audit Trail Log Events, 18
Managing Reference Tables

You can manage reference data on the Reference Tables tab. You can perform the following tasks on the
Reference Tables tab:
Edit and delete reference tables.
Manage columns in reference tables.
Manage rows in reference tables.
Export reference tables.
Editing and Deleting Reference Tables

You can edit or delete reference tables on the Reference Tables tab.
To edit a reference table:
1.
2.
3.
Select the table you want to edit.
4.
Click Table > Edit Table to edit the reference table.
5.
The Edit Table dialog box appears.
6.
Enter the values for display name, description, and comments for the reference table. You cannot modify
the table name.
7.
Click OK to save the changes to the reference table.
13
To delete a reference table:

1.
2.
3.
Select the table you want to delete.
4.
Click Table > Delete Table to delete the reference table.
5.
Click Yes to confirm.
6.
Click OK.
The Reference Table Manager Service deletes the reference table from the reference table staging area.
Managing Columns in Reference Tables

Use Reference Table Manager to add, rename, or delete columns in reference tables. When you create a
reference table manually, you specify the number of columns to add. The Reference Table Manager Service
creates the columns and assigns default values to the column headers. Use Reference Table Manager to rename
the column headers.
To add, edit, or delete columns:
1.
2.
Select the connection to connect to the reference table staging area.
3.
4.
Click Go.
The table contents appear.
5.
6.
7.
Choose one of the following actions:

Action
Select...
Add
Click Actions > New Column.
Rename
Click Actions > Rename Columns.
Delete
Click Actions > Delete Column.
Configure the following properties when you add or rename columns:

Property
Description
Column Name
Name of the column you are adding or editing. The column name can be
between 1 to 30 characters long and cannot begin with a number. It cannot
include the following special characters:
\ / * :? < > " |
Comments
Click OK to save the changes.
Managing Rows in Reference Tables

Use Reference Table Manager to add, edit, or delete rows in reference tables. You can edit or delete multiple
rows at the same time.
14
Chapter 2: Using Reference Table Manager
To add, edit, or delete a row:

1.
2.
Select the connection to connect to the reference table staging area.
3.
4.
Click Go.
The contents of the reference table you selected appear.
Select to make default.

5.
Choose one of the following methods to manage rows in a reference table:

Action
Select...
Add
Click New Row.

-orClick Actions > New Row.
-orClick within the table.
Edit
Click Edit Rows to edit the selected rows.

-orClick Actions > Edit Selected Rows to edit the selected rows.
-orClick the row you want to edit.
Delete
Click Delete Rows.

-orClick Actions > Delete Selected Rows.
6.
If you create a new row, enter values for the columns and a comment for the row.
7.
If you edit a row, enter values for the columns.
8.
Click OK to save the changes.
9.
To select a default row, click the arrow icon in the row.
Specifying Default Values

You can specify a default row in each reference table you manage in Reference Table Manager. The default row
contains default values for each column in the reference table. The Reference Table Manager Service saves
values from the default row of each reference table to the default value summary table,
RTM_REFERENCE_TABLE_DEFAULTS. RTM_REFERENCE_TABLE_DEFAULTS is a reference table for
default values that the Reference Table Manager Service creates.
To select a default row, click the arrow icon in the row. You can add or edit default rows.
Managing Reference Tables
15
Exporting Reference Tables

You can export the data in reference tables to Microsoft Excel or flat files.
To export reference data:
1.
2.
Select the connection to the reference table staging area.
3.
Select the table you want to export.
4.
Click Go.
The table contents appear.
5.
Click Table > Export Data.

The Export Data dialog box appears.
6.

Property
Description
File Name
Name of the file.
File Type
Format of the file to which you are exporting: Microsoft Excel or CSV.
Export Field Names as First

Row
If selected, Reference Table Manager uses data in the column

headers for column names in the export file.
Code Page
Code page for the CSV export file. Not available if you export to an
Excel file.
Comments
Comments that you want to include. The Reference Table Manager

Service stores the comments in the audit trail table. You can view the
comments on the Audit Trail tab.
7.
Click OK.
8.
Select the directory where you want to save the external reference file.
9.
Click Save.
Registering Reference Tables

Register all reference tables that you want to manage with Reference Table Manager. When you register a table
with Reference Table Manager, the Reference Table Manager Service saves the metadata about the reference
table in the Reference Table Manager repository. The metadata includes connection name, table name, display
name, description, comments, date when the table was last modified, and user who last accessed the reference
table.
The Reference Table Manager Service registers reference tables that you create manually or through import with
Reference Table Manager.
However, you need to register reference tables manually in Reference Table Manager in the following cases:
16
You want to use an external table as a reference table. For example, you create a reference table using the
database client tool.
You create or modify a connection. For example, you create a connection for a new database user in
Reference Table Manager. To view contents of existing reference tables in the reference table staging area
using a different connection, register the tables. You must register a reference table when you edit any
connection property other than description and test table.
To register a table:
1.
2.
3.
Select the table you want to register.
4.
Click Go.
The Register Reference Table dialog box appears.
5.
6.

Property
Description
Display Name
Display name of the reference table. The display name can be between 1 to
30 characters long and cannot begin with a number. It is not case sensitive
and cannot include the following special characters:
\ / * :? < > " |
You cannot edit the name of the table in the reference table staging area.
Description
Comments
Click OK.
The contents in the reference table appear.
Managing Users
You can view information about users and privileges for Reference Table Manager on the Users tab. You can
manage Reference Table Manager users and privileges in the PowerCenter Administration Console. For more
information about managing privileges, see the PowerCenter Administrator Guide.
The Reference Table Manager Service privileges determine the actions that users can perform using Reference
Table Manager.
The following table lists the actions that users can perform with the privileges in the Browse privilege group:
Privilege
Includes Privileges
Grants Users the Ability to
View Audit Trail
n/a
View the audit trail log events.
Manage Connection
n/a
View, create, edit, or delete connections.
View User Information
n/a
View users and their privileges.
View Reference Data
n/a
View reference tables.

Export reference tables.
Manage Reference Data
View Reference Data
Edit, delete, and export reference tables.
Create Reference Data
Manage Reference Data

View Reference Data
Create, edit, delete, and export reference tables.

Import external reference files.
Create, edit, and delete user connections.
Managing Users
17
Viewing Audit Trail Log Events

Use the Audit Trail tab to view audit trail log events. Audit trail log events are stored in the Reference Table
Manager repository and provide information about reference tables that you manage in Reference Table
Manager.
The Audit Trail tab shows the following types of log events:
Create, delete, and rename columns.
Insert, update, and delete rows.
Rename, create, and delete tables.
Import files.
Update default data.
You can configure query options on the Audit Trail tab to filter the log events that you view. You can specify
filters on the date range, connection name, table name, user name, and action.
Note: You can get more details about row-level changes in the audit trail log file. The log file lists changes to
values in a reference table. For more information, see Audit Trail Log Files on page 19.
To view audit trail log events:
1.
Click the Audit Trail tab in Reference Table Manager.
2.
Specify the date range for the log events you want to view.
Use the From and To query options to select the date range. Use the mm-dd-yyyy format when you enter a
date. Optionally, you can use the calendar to choose the date. To use the calendar, click the calender icon.
3.
Select the connection name. Default is All.
4.
Select the reference table for which you want to view events. Default is All.
5.
Select a user. Default is All.
6.
Select the action. Default is All.
7.
Click Go.
The log events for the specified query options appear.
Configuring the Audit Trail Columns

The Reference Table Manager repository stores information about each action performed in Reference Table
Manager.
You can view the following columns on the Audit Trail tab:
Connection Name. Name of the connection.
Table Name. Name of the reference table.
Timestamp. Date and time when the action was performed.
Action. Type of action on the reference table.
User Comments. Comments that you included.
To display a column, right-click the column header and select the column you want to display. Click the
column to sort the log events by the column.
18
Audit Trail Log Files

The dataInfo.log file lists changes to values in a reference table. For example, the log file contains the following
entry:
2008-05-02 12:07:12,432 [sor2] INFO RTMReferenceTableServiceImpl Table Name:ReferenceData.ValidValues
Modified By:admin
Modified On:Fri May 02 12:07:12 IST 2008
Old Value(s) ALTERNATE1 = Alternate1
New Value(s) ALTERNATE1 = ALT1
The log file shows that the user admin changed the value of the ALTERNATE1 column in the ValidValues
reference table from Alternate1 to ALT1. ReferenceData is the schema.
The Reference Table Manager Service generates a new audit trail log file when the existing log file reaches
50 KB. You can find the audit trail log files in the following directory:
<PowerCenter install directory>\server\tomcat\temp\<RTM service name>\logs
Viewing Audit Trail Log Events
19
20
APPENDIX A
Datatypes in Reference Tables

This appendix includes the following topics:
Datatypes in Reference Tables, 21
Datatypes in Reference Tables

The datatypes available in Reference Table Manager depend on how you create the reference tables. When you
create a reference table manually or through import, all the columns in the table are stored as VARCHAR
datatype in the database.
When you register a reference table created externally, you can view and update the columns with datatypes that
Reference Table Manager supports. Reference Table Manager does not display columns with unsupported
datatypes.
You can use the database client tools to modify the datatype for a column before using the reference tables in a
PowerCenter mapping.
The following table compares IBM DB2 datatypes and transformation datatypes:
Datatype
Range
Transformation
Range
Char(L)
1 to 254 characters
String
1 to 104,857,600 characters
Date
0001 to 9999 AD
Precision 19; scale 0 (precision
to the day)
Date/Time
Jan 1, 1753 AD to Dec 31,

9999 AD
(precision to the nanosecond)
Decimal(P,S)
Precision 1 to 31, scale 0 to 31
Decimal
Float
Precision 1 to 15
Double
Precision 15
Integer
-2,147,483,648 to
2,147,483,647
Integer
-2,147,483,648 to
2,147,483,647
Precision 10, scale 0
Numeric(P,S)
Decimal
Smallint
-32,768 to 32,767
Small Integer
Varchar
Up to 4,000 characters
String
21
The following table compares the Microsoft SQL Server datatypes and transformation datatypes:
Datatype
Range
Transformation
Range
Char(L)
1 to 8,000 characters
String
Datetime
Jan 1, 1753 AD to Dec 31, 9999

AD
(precision to 3.33 milliseconds)
Date/Time

9999 AD
Decimal(P,S)
Decimal
Float
-1.79E+308 to 1.79E+308
Double
Precision 15
Int
-2,147,483,648 to
2,147,483,647
Integer
-2,147,483,648 to
2,147,483,647
Numeric(P,S)
Decimal
Real
-3.40E+38 to 3.40E+38
Real
Smallint
-32,768 to 32,768
Small Integer
Varchar(L)
1 to 8,000 characters
String
The following table compares the Oracle datatypes and transformation datatypes:
22
Datatype
Range
Transformation
Range
Char(L)
1 to 2,000 bytes
String
Date
Jan. 1, 4712 BC to Dec. 31, 4712

AD
Date/Time

9999 AD
Number
Precision of 1 to 38
Double
Precision of 15
Number(P,S)
Precision of 1 to 38,
scale of 0 to 38
Decimal
Precision of 1 to 28, scale of 0

to 28
Varchar(L)
1 to 4,000 bytes
String
Appendix A: Datatypes in Reference Tables
APPENDIX B
Glossary
This appendix includes the following topics:
Glossary of Terms, 23
Glossary of Terms
external reference file
A Microsoft Excel or flat file that contains reference data. Use Reference Table Manager to import data from
external reference files into reference tables.
reference table
A table that contains reference data such as default, valid, and cross-reference values. You can create, edit,
import, and export reference data with Reference Table Manager.
A web application used to manage reference tables. You can also manage user connections, and view user
information and audit trail logs.
Reference Table Manager repository
A relational database that stores reference table metadata and information about users and user connections.
An application service that runs the Reference Table Manager application in the PowerCenter domain.
reference table staging area
A relational database that stores the reference tables. All reference tables that you create or import using
Reference Table Manager are stored within the staging area. You can create and manage multiple staging areas to
restrict access to the reference tables.
23
24
Appendix B: Glossary
INDEX
audit trail logs

configuring columns 18
viewing 18
privileges
See also PowerCenter Administration Guide
viewing 17
columns
adding 14
deleting 14
editing 14
renaming 14
connections
See also PowerCenter Configuration Guide
creating 9
deleting 9
disabling 8
enabling 8
viewing 8
cross-reference values
description 4
reference table
definition 23
deleting 13
editing 13
exporting 16
registering 16
supported datatypes 21
definition 23
interface 7
logging in 7
overview 1
Reference Table Manager repository
definition 23
description 2
definition 23
description 2
reference table staging area
definition 23
description 2
rows
adding 14
deleting 14
editing 14
RTM_REFERENCE_TABLE_DEFAULTS
description 3
D
dataInfo.log
description 19
directory 19
default row
specifying in a reference table 15
default value summary table
description 3
default values
description 6
E
export
reference tables 16
external reference file
definition 23
description 2
L
Lookup transformation
see PowerCenter Transformation Guide
U
users
See also PowerCenter Administration Guide
viewing 17
V
valid values
description 5
25
26
Index
NOTICES
This Informatica product (the Software) includes certain drivers (the DataDirect Drivers) from DataDirect Technologies, an operating company of Progress Software Corporation (DataDirect)
which are subject to the following terms and conditions:
1. THE DATADIRECT DRIVERS ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO,
THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.
2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL,
CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN
ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY,
NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

PC 861 ReferenceTableManager

Transféré par

Informations du document

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

PC 861 ReferenceTableManager

Transféré par

Droits d'auteur :

Formats disponibles

Reference Table Manager

Informatica PowerCenter Reference Table Manager Guide

Chapter 1: Reference Table Manager Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2: Using Reference Table Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Audit Trail Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Appendix A: Datatypes in Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Informatica Web Site

Informatica How-To Library

Informatica Knowledge Base

Informatica Global Customer Support

support@informatica.com for technical inquiries

support_admin@informatica.com for general customer service requests

North America / South America

Europe / Middle East / Africa

Informatica Software Ltd.

Reference Table Manager

Using Reference Table Manager, 3

Understanding Reference Data, 4

Logging in to Reference Table Manager, 7

Reference Table Manager Interface, 7

Creating Reference Tables, 10

The following figure shows Reference Table Manager components:

External Reference Files

Reference Table Manager

Reference Table Manager

Reference Table Staging

External Reference Files

Reference Table Manager Application

Reference Table Manager Service

Reference Table Manager Repository

Date on which the table was last modified

User who last accessed the reference table

Reference Table Staging Area

The database must be IBM DB2, Microsoft SQL Server, or Oracle.

Chapter 1: Reference Table Manager Overview

Required to view the reference table in Reference Table

Required to create new rows in the reference table.

Required to update rows in the reference table.

Required to rename columns, add columns, or delete columns

Default value summary table

Default Value Summary Table

Using Reference Table Manager

Create reference tables manually.

Understanding Reference Data

Chapter 1: Reference Table Manager Overview

However the target system is restricted to the following zones:

Understanding Reference Data

The ITEM table contains the following values:

Chapter 1: Reference Table Manager Overview

Logging in to Reference Table Manager

Open Microsoft Internet Explorer or Mozilla Firefox.

Enter the user name and password.

Reference Table Manager Interface

Logging in to Reference Table Manager

Description of the connection. The description can be between 1 and 255

Host name for the reference table staging area.

Port number for the reference table staging area.

SID / Service Name

Additional JDBC options. Enter the options in the following format:

Chapter 1: Reference Table Manager Overview

In Reference Table Manager, click the Connections tab.

Enter values for the connection properties.

Click Test Connection to test the connection.

In Reference Table Manager, click the Connections tab.