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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Table of Contents
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Table of Contents
Preface
The Informatica Mapping Specification Getting Started Guide is written for analysts who use mapping
specifications to define business logic and collaborate on business projects in an enterprise. It provides a
tutorial to help first-time users learn how to use Informatica Analyst. This guide assumes that you have an
understanding of data integration concepts, flat file and relational database concepts, and the database
engines in your environment.
Informatica Resources
Informatica My Support Portal
As an Informatica customer, the first step in reaching out to Informatica is through the Informatica My Support
Portal at https://mysupport.informatica.com. The My Support Portal is the largest online data integration
collaboration platform with over 100,000 Informatica customers and partners worldwide.
As a member, you can:
Search the Knowledge Base, find product documentation, access how-to documents, and watch support
videos.
Find your local Informatica User Group Network and collaborate with your peers.
Informatica Documentation
The Informatica Documentation team makes 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
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The Documentation team updates documentation as needed. To get the latest documentation for your
product, navigate to Product Documentation from https://mysupport.informatica.com.
Informatica Marketplace
The Informatica Marketplace is a forum where developers and partners can share solutions that augment,
extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions
available on the Marketplace, you can improve your productivity and speed up time to implementation on
your projects. You can access Informatica Marketplace at http://www.informaticamarketplace.com.
Informatica Velocity
You can access Informatica Velocity at https://mysupport.informatica.com. Developed from the real-world
experience of hundreds of data management projects, Informatica Velocity represents the collective
knowledge of our consultants who have worked with organizations from around the world to plan, develop,
deploy, and maintain successful data management solutions. If you have questions, comments, or ideas
about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com.
Preface
The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/.
Preface
CHAPTER 1
Description
Log in to the Analyst tool and create a project and folder for the tutorial
lessons.
Import flat files and a table as data objects and preview the data.
10
CHAPTER 2
Objectives
In this lesson, you complete the following tasks:
Create a project to store the assets that you create in the Analyst tool.
Prerequisites
Before you start this lesson, verify the following prerequisites:
An administrator has configured a Model Repository Service and an Analyst Service in the Administrator
tool.
You have the host name and port number for the Analyst tool.
11
You have a user name and password to access the Analyst Service. You can get this information from an
administrator.
Timing
Set aside 5 to 10 minutes to complete this lesson.
2.
3.
If the domain uses LDAP or native authentication, enter your user name and password on the login
page.
4.
5.
2.
3.
4.
Click OK.
12
2.
3.
4.
Click OK.
The folder appears under the tutorial project.
13
CHAPTER 3
Story
HypoStores keeps its customer data in flat files and relational tables. HypoStores needs to analyze the data
and perform data integration tasks.
Objectives
In this lesson, you complete the following tasks:
1.
Upload the flat files to the flat file cache location and create flat file data objects.
2.
3.
Prerequisites
Before you start this lesson, verify the following prerequisites:
14
You have the MySupport account to download the flat files and SQL script file to use in the lesson.
You have the Accounts.txt and Customers.txt flat files. You can download the Accounts.txt file here and
the Customers.txt file here.
You have the Oracle client installed to create the Customer_Accounts target table data object.
You have the target.sql table. You can download the script here. Use Oracle SQL Plus to run SQL
statements to create a target table.
Timing
Set aside 10 to 15 minutes to complete this lesson.
2.
Select Browse and Upload, and click Choose File to browse to the location of Customers.csv.
3.
4.
Click Next.
5.
Under Specify lines to import, select Import from first line to import column names from the first nonblank line.
6.
Click Show.
The details panel updates to show the column headings from the first row.
7.
Click Next.
The Column Attributes panel shows the datatype, precision, scale, and format for each column.
8.
9.
10.
Datatype
Precision
Scale
CHECKING_BALANCE
Number
38
SAVINGS_BALANCE
Number
38
Click Next.
Select the Customers folder in the Folders panel where you want to add the flat file.
The Flat Files panel displays the flat files that exist in a project or folder.
11.
Click Finish.
The Analyst tool displays the data preview for the Customers flat file data object on the Data Preview
tab. View the properties for the flat file on the Properties tab.
15
2.
Select Browse and Upload, and click Choose File to browse to the location of Accounts.csv.
3.
4.
Click Next.
5.
Under Specify lines to import, select Import from first line to import column names from the first nonblank line.
6.
Click Show.
The details panel updates to show the column headings from the first row.
7.
Click Next.
The Column Attributes panel shows the datatype, precision, scale, and format for each column.
8.
Click Next.
9.
Select the Customers folder in the Folders panel where you want to add the flat file.
The Flat Files panel displays the flat files that exist in a project or folder.
10.
Click Finish.
The Analyst tool displays the data preview for the Accounts flat file data object on the Data Preview tab.
View the properties for the flat file on the Properties tab.
2.
Select a connection.
3.
4.
Click Next.
5.
Select the Customers folder in the Folders panel where you want to add the table.
The Tables panel displays the tables that exist in the project or folder.
6.
Click Finish.
The Customer_Accounts table data object appears in the folder contents for the Customers folder.
16
Open the Library workspace, and expand the Projects panel to select a flat file or table data object from
a project or folder.
For example, select the Customers flat file data object from the Customers folder in the tutorial project.
The Analyst tool displays the data preview for the flat file or table on the Data Preview tab.
2.
17
CHAPTER 4
Story
HypoStores wants to develop business logic that can populate a target table with the current balance for
each branch in a financial organization. You are the analyst who is responsible for developing a mapping
specification that generates current balance data for active customer accounts for a set of financial products
in the target table.
Objectives
In this lesson, you complete the following tasks:
18
1.
2.
3.
4.
Prerequisites
Before you start this lesson, verify the following prerequisites:
Timing
Set aside 10 to 15 minutes to complete this lesson.
From the New Assets panel in the Design workspace, click Mapping Specification.
The New Mapping Specification window appears.
2.
3.
4.
Click Next.
5.
On the Sources panel, click the Add Source Object icon and select the Accounts and Customers
sources from the Customers folder.
Use the check boxes to select both sources.
6.
Click OK.
7.
Click Next.
8.
On the Joins panel, click the New Join icon to create a join and select the edit options to configure the
join.
9.
10.
11.
Select Accounts as the Master table and Customers as the Detail table.
12.
13.
On the Join Conditions panel, modify the join condition to display those customer accounts that have
purchased financial products.
Specify the following join condition:
14.
Click OK.
15.
Click Next.
16.
On the Target Object panel, select the Customer_Accounts table data object.
17.
Click Finish.
The Customer_Data mapping specification opens on the Column Mapping tab.
19
2.
3.
4.
Click Save.
The Analyst tool maps the columns by name on the Transformations and Target Columns panel.
5.
From the Actions menu, click Validate Mapping Specification to validate the mapping specification.
The Analyst tool displays a message that states the mapping specification is valid.
6.
Click OK.
On the Column Mapping tab, click Actions > Edit > Filter.
The Edit Mapping Specification window appears.
2.
3.
4.
5.
6.
Click OK.
7.
Click Save.
8.
From the Actions menu, click Validate Mapping Specification to validate the mapping specification.
ACCOUNTS.ACCOUNTS_TYPE != B
The Analyst tool displays a message that states the mapping specification is valid.
9.
Click OK.
On the Column Mapping tab, click Actions > Edit > Rules.
The Edit Mapping Specification window appears.
20
2.
3.
4.
Click Next.
5.
6.
7.
8.
9.
Click OK.
10.
Click Finish.
11.
Click Save.
2.
Select Table.
3.
Click Next.
The name for the mapping specification run is Customer_Data.
4.
Click Next.
5.
6.
Click Finish.
The Analyst tool displays a message that states you can click the job status tab link to monitor the
mapping specification run.
21
rule for another target column. You also validated the mapping specification during the development cycle.
Finally, you loaded the results of the mapping specification to the target data object.
22
Index
S
setting up Analyst tool
overview 11
23