Update strategy-transformation

Informatica Power Center 9.0.1
Building Financial Data Mode - Lab#17
Update Strategy transformation

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History:
Version Description Change Author Publish Date
0.1 Initial Draft Upendra Upadhyay 12th Aug 2011
0.1 Review#1 Amit Sharma 18th Aug 2011

www.bispsolutions.com | www.hyperionguru.com |
www.bisptrainings.com | Page 1

Table of Contents
Contents
Table of Contents......................................................................................................... 2

Contents....................................................................................................................... 2

Update Strategy transformation:..................................................................................3

Process:..................................................................................................................... 3

Importing Source and Target Table :............................................................................4

Create Mapping:........................................................................................................11

Create Workflow:........................................................................................................ 20

Execute Workflow, Review data and Check log File....................................................29


Update Strategy transformation:

Incremental Update: The incremental update is the data warehouse concept and
it depend on your requirement how you want to implement it. In general the
related concepts are Slowly Changing Dimension (SCD) type 1, 2 and 3 and the
Change Data Capture (CDS). Incremental update means updating old rows and
inserting newly arrived rows, for this we use Update Strategy transformation. In
each and every real time data warehouse project this incremental loading is
important. so Update Strategy as well.

Data Driven: Data driven is a process, in which data is inserted/deleted/updated
or rejected based on the data. In update strategy transformation, DD means
DATA DRIVEN. When you are doing Data Driven then you need to have an
update strategy transformation.

Purpose :
The SRC_BANK_CD source tables will be used to create an TRG_BANK_CD target
table that has information about the bank_cd, created by, created date and
modify by etc. This will update the TRG_BANK_CD table to keep the insert,
delete, update or reject information of bank_cd , created by, created date and
modify by etc. information.

Objective :
Create and configure a Lookup and Update Strategy transformation to do an
incremental update on the trg_bank_cd.

Summary:
Source Table Name - SRC_BANK_CD
Target Table Name - TRG_BANK_CD

Process:

 Import source and target table in Informatica Power Center Designer
Source analyzer and Target Designer.
 Create mapping, import source and target table in mapping designer
window and create lookup and update strategy transformation. In update
strategy transformation write expression query. Then create mapping and
save it.
 Create workflow and assign session and save it.
 Execute workflow and view data.


Source Table Target Table.

Importing Source and Target Table :
Import data from source and create target table (There are two types to create
target table, Manually or import from database). There are following step to
importing source and target database (Table).

Step-1 Click on Start > All Programs > Informatica 9.0.1 > Client > Power
Center Client> Power Center

Designer.

Step-2 Then Connect to Repository in Informatica Power Center Designer Right
click on repository name and click on Connect.


Right Click on
InfoRepoUser.

Step-3 Then go to Tools Menu and click on Source Analyzer to import source
table.

Select Source Analyzer

Step-4 And then go to Sources Menu in Informatica Power Center Designer
Menu bar and select Import from database (Here some other options available
such as Import from Database(import source data from RDBMS), Import from
File(import source data from Flatfile), Import from Cobol File(import Cobol
source), Import XML Definition(import source data from XML) etc.).

Click on Import
from
Database.

Step-5 Specify Username, Owner name and password then click on connect.
Select source table and click on OK if you select all table, then click on select all
and click OK.


Step-6 Source table in source analyzer tab, Then right click on Source table
and select Preview Data to view data.

Step-7 Specify Username, Owner name, Password and then click on Connect .


Step-8 Now click on Target Designer. And then select Target menu in
Informatica Power Center Designer Menu bar and click on Import from database
to import target table. (Or create manually, In target menu click on create
select database type and click OK. Then add column in Edit window. If target
table stored in any RDBMS then select target table and then go to target menu
and click on Generate/Execute SQL... Generate/Execute window appears. Then
click on connect option and connect to database and specify information and
then click on Generate and Execute ).

Step-9 Specify Username, Owner name, password and then click on connect
and then select target table and click on OK.


Step-10 Target table in Target Designer tab. Now view target table data, right
click on target table and select Preview Data.


Step-11 Specify Username, Owner name, password and click on Connect then
close this window.


Create Mapping:
Mappings represent the data flow b/w sources to targets. When the
Informatica Power Center Server executes a session, it uses the instructions
configured in the mapping to read, transform, and write data.

Every mapping must contain the following components:
Source definition: It describes the characteristics of a source.
Transformation: A transformation is a repository object which reads the data,
modifies the data and passes the data. Transformations in a mapping represent
the operations that the integration service performs on the data.
Target definition: It describes the target table.
Step-1 Go to Mapping Designer and Create New Mapping for the
Incremental update with Data Driven approach and then name of mapping and
click OK.

Step-2 Then drag and drop source and target table in Mapping Designer
Window.


Step-3 Then Create lookup transformation, select Lookup in dropdown and
give name of lookup transformation and the click create then dialog box
appears choose target button and select TRG_BANK_CD lookup table for Lookup
Transformation in Dialog box and then click OK and click Done.

Select lookup table
from Flatfile or
RDBMS.

Select Lookup table
from Target
Designer Window.

Select Lookup
from Source
Qualifier

Select lookup
from Source
Analyzer

Step-4 Lookup Table in Mapping Designer window.

Lookup
table.


Step-5 Then pass source qualifier column into lookup table.

pass bank_cd source
qualifier table columns into
lookup table.

Step-6 Now, Right click on Lookup table and select Edit.

Right click on
Lookup Table.


Step-7 Edit lookup table.
Ports
 Mixed.
 "L" denotes lookup port.
 "R" denotes port used as a return value (Unconnected Lookup only).


Step-8 Then go to condition tab and apply lookup condition and then click OK.

Step-9 Then create Update Strategy transformation and give name of
transformation and click apply.
Update strategy : Transformation is an active and connected transformation.
Update strategy transformation is used to insert, update, and delete records in the
target table. It can also reject the records without reaching the target table. When you
design a target table, you need to decide what data should be stored in the target.


Step-10 Then passes lookup table column into update strategy table and also
passes source qualifier column into update strategy table.

Step-11 Then right click on Update Strategy table and select Edit.


Step-12 Then go to Properties tab and write Update Strategy Expression. Write
expression and validate it then click OK.

Click here to write
update strategy
expression.


Step-13 Then Create Mapping.

Step-14 . Save this mapping.


Create Workflow:
Workflow Manager: Workflow load the data between source to target b/w
sequential manner. And also Define run-time properties for a mapping, known
as sessions.

Step-1 Go to task developer and then click on Task Menu to create reusable
task (Reusable tasks means the task that is created in task developer and
create once time and used multiple times.)

Step-2 Select session and insert name of task.

Step-3 Select Mapping to associate with the session.


Step-4 Reusable session in Task Developer.

Step-5 Now go to workflow designer and click on workflow menu to create
workflow. Specify name of workflow and click OK.


Step-6 Now drag and drop s_Incremental_DD task into workflow designer
windows.


Step-7 Now create flow B/W Workflow to Task. Select Line Task and link to
Start to Filter.

Step-8 Work Flow Designer Windows.


Step-9 Now Configure Connection to Target, Then Right Click on Expression
and Edit, Then Click Mapping tab and configure connection for your Target
table schema in oracle 11g RDBMS. And then click OK.

Step-10 In general tab.


Step-11 In Properties tab. Specify General Options and Performance.

Select Data Driven in
Treat source rows as.


Step-12 In Config Object. Specify Advance configuration, Log Options, Error handing,
Partitioning Option.


Step-13 In Mapping. Specify Connection and property.

Step-14 Set These property for target table.

• Insert: Check this option to insert a row in the target table.
• Delete: Check this option to delete a row in the target table.
• Truncate Table: check this option to truncate the target table before
loading the data.
• Update as Update: Update the row in the target table.
• Update as Insert: Insert the row which is flagged as update.
• Update else Insert: If the row exists in the target table, then update the
row. Otherwise, insert the row.


Step-15 Now save (ctrl+s) this workflow and check it.


Execute Workflow, Review data and Check log File
Workflow monitor: Workflow monitor is helpful in monitoring and tracking the
workflow created in Informatica power center.
Step-1 Now Start Workflow, Right click on Workflow Designer Window and Click
on Start Workflow.

Step-2 Check session in Informatica PowerCenter Workflow Monitor.

Session successfully
Step-3 Target Table. Succeeded


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