Documente Academic
Documente Profesional
Documente Cultură
Configuration Guide
INFORMATICA
POWERCENTER
6
INFORMATICA
POWERMART
6
(VERSION 6.0)
Informatica PowerCenter/PowerMart Installation and Configuration Guide
Version 6.0
June 2002
Copyright (c) 2002 Informatica Corporation.
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i i i
Table of Contents
List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
New Features and Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi
Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi
Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
Metadata Reporter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
Repository Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
Transformation Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix
Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix
About Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi
About this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
About PowerCenter and PowerMart . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Other Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Accessing the Informatica Webzine . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Visiting the Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Visiting the Informatica Developer Network . . . . . . . . . . . . . . . . . . . . xxv
Obtaining Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxvi
Chapter 1: Product Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Metadata Reporter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Using the Repository Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
iv Table of Contents
Repository Manager Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Repository Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
The Design Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Designer Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Loading Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Workflow Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Chapter 2: Installation and Configuration Overview . . . . . . . . . . . . . 19
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Minimum System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
PowerCenter and PowerMart Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . 21
Informatica Client Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Informatica Repository Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Informatica Server Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
PowerCenter and PowerMart Installation Steps . . . . . . . . . . . . . . . . . . . . . . 25
Installing for the First Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Upgrading from a Previous Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Chapter 3: Globalization Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Locales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
System Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
User Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Input Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Data Movement Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Character Data Movement Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Changing Data Movement Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Code Page Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Operating System Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Choosing a Code Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Code Page Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Informatica Code Page Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Relaxed Data Code Page Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Configuring the Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Troubleshooting for Relaxed Code Page Validation . . . . . . . . . . . . . . . . . . . 52
Tabl e of Contents v
Case Study: Processing 7-bit ASCII Data . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Configuring the 7-bit ASCII Environment . . . . . . . . . . . . . . . . . . . . . . 54
ASCII Case Study: Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Case Study: Processing ISO 8859-1 Data . . . . . . . . . . . . . . . . . . . . . . . . . . 57
The ISO 8859-1 Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Configuring the ISO 8859-1 Environment . . . . . . . . . . . . . . . . . . . . . . 58
ISO 8859-1 Case Study: Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Chapter 4: Installing and Configuring the Informatica Client . . . . . . 63
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Step 1. Installing ODBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Merant ODBC 3.7 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Uninstalling Merant ODBC 3.7 Drivers . . . . . . . . . . . . . . . . . . . . . . . . 66
Step 2. Installing the Informatica Client Tools . . . . . . . . . . . . . . . . . . . . . . 67
Step 3. Connecting to Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Connecting to an Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Connecting to a Microsoft SQL Server Database . . . . . . . . . . . . . . . . . . 70
Connecting to a Sybase Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Connecting to an Informix Database . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Connecting to an IBM DB2 Universal Database . . . . . . . . . . . . . . . . . . 74
Connecting to Microsoft Access97 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Connecting to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Connecting to a Teradata Source Database . . . . . . . . . . . . . . . . . . . . . . 76
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Chapter 5: Installing and Configuring the Windows Repository
Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Installation Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Creating Repository Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Step 1. Installing the Repository Server on Windows . . . . . . . . . . . . . . . . . . 82
Step 2. Configuring the Repository Server on Windows . . . . . . . . . . . . . . . . 83
Step 3. Connecting to Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Connecting to an Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Connecting to a Microsoft SQL Server Database . . . . . . . . . . . . . . . . . . 86
Connecting to a Sybase Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
vi Table of Contents
Connecting to an Informix Database . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Connecting to an IBM DB2 Universal Database . . . . . . . . . . . . . . . . . . 89
Step 4. Starting the Repository Server on Windows . . . . . . . . . . . . . . . . . . . 91
Starting the Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Verifying Repository Server Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Verifying the Repository Server is Running . . . . . . . . . . . . . . . . . . . . . . 93
Stopping the Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Chapter 6: Installing and Configuring the UNIX Repository Server. . 99
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Step 1. Installing the Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Step 2. Configuring the Repository Server on UNIX . . . . . . . . . . . . . . . . . 103
Step 3. Connecting to Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Connecting to an Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Connecting to a Sybase Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Connecting to an Informix Database . . . . . . . . . . . . . . . . . . . . . . . . . 109
Connecting to an IBM DB2 Universal Database . . . . . . . . . . . . . . . . . 110
Step 4. Starting the Repository Server on UNIX . . . . . . . . . . . . . . . . . . . . 112
Starting the Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Verifying the Repository Server is Running . . . . . . . . . . . . . . . . . . . . . 112
Stopping the UNIX Repository Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Chapter 7: Creating a Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Creating a Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Chapter 8: Installing and Configuring the Informatica Windows
Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
DHCP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Installation Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Creating Informatica Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Informatica Server Variable Directories . . . . . . . . . . . . . . . . . . . . . . . . 127
Tabl e of Contents vii
Step 1. Installing the Informatica Windows Server . . . . . . . . . . . . . . . . . . 129
Step 2. Configuring the Informatica Windows Server . . . . . . . . . . . . . . . . 131
Step 3. Connecting to Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Connecting to an Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Connecting to a Microsoft SQL Server Database . . . . . . . . . . . . . . . . . 141
Connecting to a Sybase Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Connecting to an Informix Database . . . . . . . . . . . . . . . . . . . . . . . . . 143
Connecting to an IBM DB2 Universal Database . . . . . . . . . . . . . . . . . 144
Connecting to Microsoft Access97 . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Connecting to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Connecting to a Teradata Source Database . . . . . . . . . . . . . . . . . . . . . 147
Step 4. Starting and Stopping the Informatica Server . . . . . . . . . . . . . . . . . 148
Windows Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
pmcmd Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Chapter 9: Installing and Configuring the Informatica UNIX
Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
DHCP (TCP/IP Connections Only) . . . . . . . . . . . . . . . . . . . . . . . . . 158
Informatica Server Variable Directories . . . . . . . . . . . . . . . . . . . . . . . . 158
Step 1. Installing the Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Step 2. Configuring the Informatica Server on UNIX . . . . . . . . . . . . . . . . 162
Step 3. Connecting to Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Connecting to an Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Connecting to a Sybase Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Connecting to an Informix Database . . . . . . . . . . . . . . . . . . . . . . . . . 171
Connecting to an IBM DB2 Universal Database . . . . . . . . . . . . . . . . . 172
Step 4. Starting and Stopping the Informatica Server on UNIX . . . . . . . . . 175
UNIX Command Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Workflow Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
pmcmd Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Installing and Configuring ODBC for UNIX . . . . . . . . . . . . . . . . . . . . . . 177
Connecting to ODBC Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . 178
viii Table of Contents
Chapter 10: Registering the Informatica Server . . . . . . . . . . . . . . . 183
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Registering the Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Informatica Server Code Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Server Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Steps for Registering an Informatica Server . . . . . . . . . . . . . . . . . . . . . 188
Chapter 11: Upgrading a Repository . . . . . . . . . . . . . . . . . . . . . . . . 191
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Chapter 12: Using ODBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
ODBC Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
ODBC and the Informatica Client and Server . . . . . . . . . . . . . . . . . . . . . . 196
Database ODBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
ODBC Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Client ODBC Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Server ODBC Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Creating an ODBC Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Configuring ODBC for Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . 202
Configuring ODBC for Sybase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Configuring ODBC for Microsoft SQL Server . . . . . . . . . . . . . . . . . . 203
Configuring an ODBC Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Deleting an ODBC Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Appendix A: Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Code Page Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Informatica Code Page Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Code Page Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Supported Code Pages and Related Code Pages . . . . . . . . . . . . . . . . . . 216
Converting from MS Latin1 to Latin1 . . . . . . . . . . . . . . . . . . . . . . . . 225
Converting from Latin1 to MS Latin1 . . . . . . . . . . . . . . . . . . . . . . . . 225
Converting from IBM EBCDIC US English to Latin1 . . . . . . . . . . . . . 226
Converting from Latin1 to IBM EBCDIC US English . . . . . . . . . . . . . 227
Converting from MS Shift JIS to JapanEUC . . . . . . . . . . . . . . . . . . . . 227
Tabl e of Contents ix
Converting from JapanEUC to MS Shift JIS . . . . . . . . . . . . . . . . . . . . 230
Converting from IBM EBCDIC Japanese to JapanEUC . . . . . . . . . . . . 235
Converting from JapanEUC to IBM EBCDIC Japanese . . . . . . . . . . . . 236
Converting from IBM EBCDIC Japanese to MS Shift JIS . . . . . . . . . . 241
Converting from MS Shift JIS to IBM EBCDIC Japanese . . . . . . . . . . 242
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
x Table of Contents
List of Fi gures xi
List of Figures
Figure 1-1. PowerCenter/PowerMart Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Figure 1-2. Connectivity Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Figure 1-3. Repository Manager Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Figure 1-4. Repository Manager Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Figure 1-5. Sample Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Figure 1-6. Designer Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Figure 1-7. Overview Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Figure 1-8. Debugger Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Figure 1-9. Workflow Manager Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Figure 1-10. Workflow Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Figure 2-1. PowerCenter and PowerMart Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Figure 3-1. Required Code Page Relationships for Unicode Data Movement Mode . . . . . . . . . 39
Figure 3-2. Code Page Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Figure 3-3. 7-bit ASCII Mode Case Study Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Figure 3-4. ASCII Case Study Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Figure 3-5. ISO 8859-1 Case Study Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Figure 3-6. Summary of ISO 8859-1 Case Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Figure 12-1. ODBC Connectivity Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Figure 12-2. ODBC Microsoft Excel Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Figure 12-3. ODBC Sybase Driver Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Figure 12-4. ODBC Microsoft SQL Server Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
xii Li st of Fi gures
Li st of Tabl es xi ii
List of Tables
Table 2-1. Minimum System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Table 2-2. Informatica Client Connectivity Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Table 2-3. Native Connect String Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Table 2-4. Repository Server Connectivity Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Table 2-5. Informatica Server Connectivity Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Table 3-1. Session and File Cache Handling After Data Movement Mode Change . . . . . . . . . 34
Table 3-2. Code Page Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Table 4-1. ODBC Drivers for Source and Target Databases . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Table 4-2. Informatica Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Table 4-3. Informix SetNet32 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Table 5-1. Repository Server Configuration Parameters on Windows . . . . . . . . . . . . . . . . . . . 83
Table 5-2. Informix SetNet32 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Table 6-1. Library Path for Repository Server on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Table 6-2. Configuration Parameters for Repository Server on UNIX . . . . . . . . . . . . . . . . . . 103
Table 6-3. Library Path for Repository Server on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Table 7-1. Repository Database Connectivity Configuration . . . . . . . . . . . . . . . . . . . . . . . . 119
Table 7-2. Repository Network Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Table 7-3. Repository Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Table 8-1. Installation Parameters for Informatica Server on Windows . . . . . . . . . . . . . . . . . 129
Table 8-2. Keys Configuration for Informatica Server on Windows . . . . . . . . . . . . . . . . . . . 132
Table 8-3. Server Configuration for Informatica Server on Windows . . . . . . . . . . . . . . . . . . 133
Table 8-4. Repository Configuration for Informatica Server on Windows . . . . . . . . . . . . . . . 135
Table 8-5. Compatibility and Database Configuration for Informatica NT Server . . . . . . . . . 136
Table 8-6. Miscellaneous Configuration for Informatica Server on Windows . . . . . . . . . . . . 138
Table 8-7. Informix SetNet32 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Table 9-1. Library Path for Informatica Server on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Table 9-2. Configuration Parameters for Informatica Server on UNIX . . . . . . . . . . . . . . . . . 162
Table 9-3. Library Path for Informatica Server on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Table 10-1. TCP/IP Settings to Register a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Table 12-1. ODBC Connection Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Table 12-2. Database ODBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Table 12-3. Informatica Client ODBC Function Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Table 12-4. Informatica Server ODBC Function Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Table A-1. Code Page Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Table A-2. Code Pages by Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Table A-3. Code Page Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Table A-4. Compatible Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Table A-5. Supported Code Pages and Related Code Pages . . . . . . . . . . . . . . . . . . . . . . . . . 217
Table A-6. MS Latin1 to Latin1 Character Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Table A-7. Latin1 to MS Latin1 Character Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
xiv Li st of Tabl es
Table A-8. IBM EBCDIC US English to Latin1 Character Conversion . . . . . . . . . . . . . . . . . .226
Table A-9. Latin1 to IBM EBCDIC US English Character Conversion . . . . . . . . . . . . . . . . . .227
Table A-10. MS Shift JIS to JapanEUC Character Conversion . . . . . . . . . . . . . . . . . . . . . . . .227
Table A-11. JapanEUC to MS Shift JIS Character Conversion . . . . . . . . . . . . . . . . . . . . . . . .230
Table A-12. IBM EBCDIC Japanese to JapanEUC Character Conversion . . . . . . . . . . . . . . . .235
Table A-13. JapanEUC to IBM EBCDIC Japanese Character Conversion . . . . . . . . . . . . . . . .236
Table A-14. IBM EBCDIC Japanese to MS Shift JIS Character Conversion . . . . . . . . . . . . . .241
Table A-15. MS Shift JIS to IBM EBCDIC Japanese Character Conversion . . . . . . . . . . . . . .242
xv
Preface
Welcome to PowerCenterRT, PowerCenter, and PowerMart, Informaticas integrated suite of
software products that delivers an open, scalable data integration solution addressing the
complete life cycle for data warehouse and analytic application development. PowerCenter
and PowerMart combine the latest technology enhancements for reliably managing data
repositories and delivering information resources in a timely, usable, and efficient manner.
The PowerCenter/PowerMart metadata repository coordinates and drives a variety of core
functions including extracting, transforming, loading, and managing. The Informatica Server
can extract large volumes of data from multiple platforms, handle complex transformations
on the data, and support high-speed loads. PowerCenter and PowerMart can simplify and
accelerate the process of moving data warehouses from development to test to production.
Note: Unless otherwise indicated, when this guide mentions PowerCenter, it refers to both
PowerCenter and PowerCenterRT.
xvi Preface
New Features and Enhancements
This section describes new features and enhancements to PowerCenter 6.0 and PowerMart
6.0.
Designer
Compare objects. The Designer allows you to compare two repository objects of the same
type to identify differences between them. You can compare sources, targets,
transformations, mapplets, mappings, instances, or mapping/mapplet dependencies in
detail. You can compare objects across open folders and repositories.
Copying objects. In each Designer tool, you can use the copy and paste functions to copy
objects from one workspace to another. For example, you can select a group of transformations
in a mapping and copy them to a new mapping.
Custom tools. The Designer allows you to add custom tools to the Tools menu. This
allows you to start programs you use frequently from within the Designer.
Flat file targets. You can create flat file target definitions in the Designer to output data to
flat files. You can create both fixed-width and delimited flat file target definitions.
Heterogeneous targets. You can create a mapping that outputs data to multiple database
types and target types. When you run a session with heterogeneous targets, you can specify
a database connection for each relational target. You can also specify a file name for each
flat file or XML target.
Link paths. When working with mappings and mapplets, you can view link paths. Link paths
display the flow of data from a column in a source, through ports in transformations, to a
column in the target.
Linking ports. You can now specify a prefix or suffix when automatically linking ports between
transformations based on port names.
Lookup cache. You can use a dynamic lookup cache in a Lookup transformation to insert
and update data in the cache and target when you run a session.
Mapping parameter and variable support in lookup SQL override. You can use mapping
parameters and variables when you enter a lookup SQL override.
Mapplet enhancements. Several mapplet restrictions are removed. You can now include
multiple Source Qualifier transformations in a mapplet, as well as Joiner transformations
and Application Source Qualifier transformations for IBM MQSeries. You can also include
both source definitions and Input transformations in one mapplet. When you work with a
mapplet in a mapping, you can expand the mapplet to view all transformations in the
mapplet.
Metadata extensions. You can extend the metadata stored in the repository by creating
metadata extensions for repository objects. The Designer allows you to create metadata
extensions for source definitions, target definitions, transformations, mappings, and
mapplets.
New Features and Enhancements xvii
Numeric and datetime formats. You can define formats for numeric and datetime values
in flat file sources and targets. When you define a format for a numeric or datetime value,
the Informatica Server uses the format to read from the file source or to write to the file
target.
Pre- and post-session SQL. You can specify pre- and post-session SQL in a Source Qualifier
transformation and in a mapping target instance when you create a mapping in the Designer.
The Informatica Server issues pre-SQL commands to the database once before it runs the
session. Use pre-session SQL to issue commands to the database such as dropping indexes
before extracting data. The Informatica Server issues post-session SQL commands to the
database once after it runs the session. Use post-session SQL to issue commands to a database
such as re-creating indexes.
Renaming ports. If you rename a port in a connected transformation, the Designer propagates
the name change to expressions in the transformation.
Sorter transformation. The Sorter transformation is an active transformation that allows
you to sort data from relational or file sources in ascending or descending order according
to a sort key. You can increase session performance when you use the Sorter transformation
to pass data to an Aggregator transformation configured for sorted input in a mapping.
Tips. When you start the Designer, it displays a tip of the day. These tips help you use the
Designer more efficiently. You can display or hide the tips by choosing Help-Tip of the
Day.
Tool tips for port names. Tool tips now display for port names. To view the full contents
of the column, position the mouse over the cell until the tool tip appears.
View dependencies. In each Designer tool, you can view a list of objects that depend on a
source, source qualifier, transformation, or target. Right-click an object and select the View
Dependencies option.
Working with multiple ports or columns. In each Designer tool, you can move multiple ports
or columns at the same time.
Informatica Server
Add timestamp to workflow logs. You can configure the Informatica Server to add a
timestamp to messages written to the workflow log.
Expanded pmcmd capability. You can use pmcmd to issue a number of commands to the
Informatica Server. You can use pmcmd in either an interactive or command line mode.
The interactive mode prompts you to enter information when you omit parameters or
enter invalid commands. In both modes, you can enter a command followed by its
command options in any order. In addition to commands for starting and stopping
workflows and tasks, pmcmd now has new commands for working in the interactive mode
and getting details on servers, sessions, and workflows.
Error handling. The Informatica Server handles the abort command like the stop
command, except it has a timeout period. You can specify when and how you want the
Informatica Server to stop or abort a workflow by using the Control task in the workflow.
After you start a workflow, you can stop or abort it through the Workflow Monitor or
pmcmd.
xviii Preface
Export session log to external library. You can configure the Informatica Server to write
the session log to an external library.
Flat files. You can specify the precision and field length for columns when the Informatica
Server writes to a flat file based on a flat file target definition, and when it reads from a flat
file source. You can also specify the format for datetime columns that the Informatica
Server reads from flat file sources and writes to flat file targets.
Write Informatica Windows Server log to a file. You can now configure the Informatica
Server on Windows to write the Informatica Server log to a file.
Metadata Reporter
List reports for jobs, sessions, workflows, and worklets. You can run a list report that lists
all jobs, sessions, workflows, or worklets in a selected repository.
Details reports for sessions, workflows, and worklets. You can run a details report to view
details about each session, workflow, or worklet in a selected repository.
Completed session, workflow, or worklet detail reports. You can run a completion details
report, which displays details about how and when a session, workflow, or worklet ran, and
whether it ran successfully.
Installation on WebLogic. You can now install the Metadata Reporter on WebLogic and
run it as a web application.
Repository Manager
Metadata extensions. You can extend the metadata stored in the repository by creating
metadata extensions for repository objects. The Repository Manager allows you to create
metadata extensions for source definitions, target definitions, transformations, mappings,
mapplets, sessions, workflows, and worklets.
pmrep security commands. You can use pmrep to create or delete repository users and
groups. You can also use pmrep to modify repository privileges assigned to users and
groups.
Tips. When you start the Repository Manager, it displays a tip of the day. These tips help
you use the Repository Manager more efficiently. You can display or hide the tips by
choosing Help-Tip of the Day.
Repository Server
The Informatica Client tools and the Informatica Server now connect to the repository
database over the network through the Repository Server.
Repository Server. The Repository Server manages the metadata in the repository
database. It accepts and manages all repository client connections and ensures repository
consistency by employing object locking. The Repository Server can manage multiple
repositories on different machines on the network.
New Features and Enhancements xi x
Repository connectivity changes. When you connect to the repository, you must specify
the host name of the machine hosting the Repository Server and the port number the
Repository Server uses to listen for connections. You no longer have to create an ODBC
data source to connect a repository client application to the repository.
Transformation Language
New functions. The transformation language includes two new functions, ReplaceChr and
ReplaceStr. You can use these functions to replace or remove characters or strings in text
data.
SETVARIABLE. The SETVARIABLE function now executes for rows marked as insert or
update.
Workflow Manager
The Workflow Manager and Workflow Monitor replace the Server Manager. Instead of
creating a session, you now create a process called a workflow in the Workflow Manager. A
workflow is a set of instructions on how to execute tasks such as sessions, emails, and shell
commands. A session is now one of the many tasks you can execute in the Workflow Manager.
The Workflow Manager provides other tasks such as Assignment, Decision, and Event-Wait
tasks. You can also create branches with conditional links. In addition, you can batch
workflows by creating worklets in the Workflow Manager.
DB2 external loader. You can use the DB2 EE external loader to load data to a DB2 EE
database. You can use the DB2 EEE external loader to load data to a DB2 EEE database.
The DB2 external loaders can insert data, replace data, restart load operations, or
terminate load operations.
Environment SQL. For relational databases, you may need to execute some SQL
commands in the database environment when you connect to the database. For example,
you might want to set isolation levels on the source and target systems to avoid deadlocks.
You configure environment SQL in the database connection. You can use environment
SQL for source, target, lookup, and stored procedure connections.
Email. You can create email tasks in the Workflow Manager to send emails when you run a
workflow. You can configure a workflow to send an email anywhere in the workflow logic,
including after a session completes or after a session fails. You can also configure a
workflow to send an email when the workflow suspends on error.
Flat file targets. In the Workflow Manager, you can output data to a flat file from either a
flat file target definition or a relational target definition.
Heterogeneous targets. You can output data to different database types and target types in
the same session. When you run a session with heterogeneous targets, you can specify a
database connection for each relational target. You can also specify a file name for each flat
file or XML target.
xx Preface
Metadata extensions. You can extend the metadata stored in the repository by creating
metadata extensions for repository objects. The Workflow Manager allows you to create
metadata extensions for sessions, workflows, and worklets.
Oracle 8 direct path load support. You can load data directly to Oracle 8i in bulk mode
without using an external loader. You can load data directly to an Oracle client database
version 8.1.7.2 or higher.
Partitioning enhancements. To improve session performance, you can set partition points
at multiple transformations in a pipeline. You can also specify different partition types at
each partition point.
Server variables. You can use new server variables to define the workflow log directory and
workflow log count.
Teradata TPump external loader. You can use the Teradata TPump external loader to load
data to a Teradata database. You can use TPump in sessions that contain multiple
partitions.
Tips. When you start the Workflow Manager, it displays a tip of the day. These tips help
you use the Workflow Manager more efficiently. You can display or hide the tips by
choosing Help-Tip of the Day.
Workflow log. In addition to session logs, you can configure the Informatica Server to
create a workflow log to record details about workflow runs.
Workflow Monitor. You use a tool called the Workflow Monitor to monitor workflows,
worklets, and tasks. The Workflow Monitor displays information about workflow runs in
two views: Gantt Chart view or Task view. You can run, stop, abort, and resume workflows
from the Workflow Monitor.
About Inf ormat ica Document ati on xxi
About Informatica Documentation
The complete set of printed documentation for PowerCenterRT, PowerCenter, and
PowerMart includes the following books:
Designer Guide. Provides information needed to use the Designer. Includes information to
help you create mappings, mapplets, and transformations. Also includes a description of
the transformation datatypes used to process and transform source data.
Getting Started. Provides basic tutorials for getting started. Also contains documentation
about the sample repository.
Installation and Configuration Guide. Provides information needed to install and
configure the PowerCenter and PowerMart tools, including details on environment
variables and database connections.
Metadata Reporter Guide. Provides information on how to install and use the web-based
Metadata Reporter to generate reports on the metadata in PowerCenter and PowerMart
repositories.
Repository Guide. Provides information needed to administer the repository using the
Repository Manager or the pmrep command line program. Includes details on
functionality available in the Repository Manager, such as creating and maintaining
repositories, folders, users, groups, and permissions and privileges.
Transformation Language Reference. Provides syntax descriptions and examples for each
transformation function provided with PowerCenter and PowerMart.
Transformation Guide. Provides information on how to create and configure each type of
transformation in the Designer.
Troubleshooting Guide. Lists error messages that you might encounter while using
PowerCenter or PowerMart. Each error message includes one or more possible causes and
actions that you can take to correct the condition.
Workflow Administration Guide. Provides information to help you create and run
workflows in the Workflow Manager, as well as monitor workflows in the Workflow
Monitor. Also contains information on administering the Informatica Server and
performance tuning.
Documentation available with our other products includes:
Informatica
PowerChannel
for IBM
MQSeries
for PeopleSoft
for SAP
for SAP
R/3
Analytic Business Components
Guide. Provides
information on installing and working with Analytic Business Components for
PowerConnect for SAP R/3, including descriptions of repository objects and how you can
use them to load a data warehouse.
PowerConnect
for SAP
R/3
for Siebel
for TIBCO