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    INFORMATICAINFORMATICAPOWERCENTER 8.1.0POWERCENTER 8.1.0

    WORKFLOW

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    ContentContent

    WORKING WITH POWERCENTER 8

    WORKFLOW MANAGER

    WORKING WITH POWERCENTER 8

    WORKFLOW MONITOR

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    Workflow ManagerWorkflow Manager

    Workflow Manager

    In the Workflow Manager, we can define a set of instructions to execute tasks, such assessions, emails, and shell commands. This set of instructions is called a workflow. Ithas the following tools to help we develop a workflow.

    Task Developer

    It creates tasks that we want to accomplish in the

    workflow.

    Worklet Designer

    It creates a worklet in the Worklet Designer. Aworklet is an object that groups a set of tasks.Worklet is similar to a workflow, but withoutscheduling information. We can nest worklets inside

    a workflow.

    Workflow Designer

    It creates a workflow by connecting tasks with linksin the Workflow Designer. We can also create tasksin the Workflow Designer as we develop the

    workflow.

    Workflow Manager Windows

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    Workflow Manager ToolsWorkflow Manager Tools

    Workflow Designer

    Maps the execution order anddependencies of Sessions, Tasks andWorklets, for the Informatica Server

    Task Developer

    Create Session, Shell Command and

    Email tasks Tasks created in the Task Developer

    are reusable

    Worklet Designer

    Creates objects that represent a set of

    tasks Worklet objects are reusable

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    Workflow StructureWorkflow Structure

    A Workflow is set of instructions for the Informatica Server to perform data transformation

    and load

    Combines the logic of Session Tasks, other types of Tasks and Worklets

    The simplest Workflow is composed of a Start Task, a Link and one other Task

    Session

    Task

    Start

    Task

    Link

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    Working With LinksWorking With Links

    Use the links to connect each workflow

    task. We can specify conditions with linksto create branches in the workflow. TheWorkflow Manager does not allow us touse links to create loops in the workflow.Each link in the workflow can run onlyonce and Workflow Manager does notallow us to create a workflow thatcontains a loop.

    By using the following procedure we canlink tasks in the Workflow Designer or theWorklet Designer. To link two tasks.

    In the Tasks toolbar, click the LinkTasks button.

    In the workspace, click the first taskyou want to connect and drag it to the

    second task. A link appears between the two

    tasks.

    If we want to link multiple tasksconcurrently, we may not want to connecteach link manually.

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    Working With LinksWorking With Links

    To link tasks concurrently

    In the workspace, click the first task you want toconnect.

    Ctrl-click all other tasks you want to connect.

    Note: Do not use Ctrl+A or Edit > Select All to choosetasks.

    Click Tasks > Link Concurrent.

    A link appears between the first task you selected andeach task you added. The first task you selected linksto each task concurrently.

    If we have a number of tasks that we want to linksequentially, we may not wish to connect each linkmanually

    To link tasks sequentially

    In the workspace, click the first task you want toconnect.

    Ctrl-click the next task you want to connect. Continueto add tasks in the order you want them to run.

    Click Tasks > Link Sequential.

    Links appear in sequential order between the first task

    and each subsequent task you added.

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    Workflow TasksWorkflow Tasks

    Workflow tasks

    Workflow tasks are instructions the Integration Service executes when running a

    workflow. Workflow tasks perform functions supplementary to extracting, transforming,and loading data. Workflow tasks include commands, decisions, timers, and emailnotification.

    We can create the following types of tasks in the Workflow Manager: Assignment

    Assigns a value to a workflow variable. Command

    Specifies a shell command to run during the workflow. Control

    Stops or aborts the workflow. Decision

    Specifies a condition to evaluate. Email

    Sends email during the workflow.

    Event-RaiseNotifies the Event-Wait task that an event has occurred.

    Event-Wait

    Waits for an event to occur before executing the next task. Session

    Runs a mapping we create in the Designer. Timer

    Waits for a timed event to trigger.

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    Task DeveloperTask Developer

    We can create the following three types of tasks in the Task Developer.

    Command

    Session

    Email

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    Creating a Task in the Task DeveloperCreating a Task in the Task Developer

    In the Task Developer, click Tasks >

    Create.

    The Create Task dialog box appears.

    Select the task type we want to create,Command, Session, or Email.

    Enter a name for the task.

    For session tasks, select the mapping wewant to associate with the session.

    Click Create.

    The Task Developer creates the workflowtask.

    Click Done to close the Create Task dialogbox.

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    Session TaskSession Task

    Server instructions to runs the logic of ONE specific Mapping

    e.g. - source and target data location specifications, memory allocation, optional Mappingoverrides, scheduling, processing and load instructions

    Becomes a component of a Workflow (orWorklet)

    If configured in the Task Developer, the

    Session Task is reusable (optional)

    Session Task (continued)

    Double click on the Session object

    Valid Mappings are displayed in the dialog box.

    Session Task tabs

    General

    Properties

    Config Object

    Mapping

    Components

    Metadata Extensions

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    Session TaskSession Task

    Session Task-General

    Session Task-Properties

    Session Task-Config Object

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    Session TaskSession Task

    Session Task Properties

    Enable Test Load With a test load, the Integration Servicereads and transforms data without writing to targets.

    $Source Connection Value Enter the databaseconnection we want the Integration Service to use for the$Source variable. Select a relational or applicationdatabase connection. We can also choose a$DBConnection parameter. Use the $Source variable inLookup and Stored Procedure transformations to specifythe database location for the lookup table or stored

    procedure. $Target Connection Value Enter the database

    connection we want the Integration Service to use for the$Target variable. Select a relational or applicationdatabase connection. We can also choose a$DBConnection parameter. Use the $Target variable inLookup and Stored Procedure transformations to specifythe database location for the lookup table or stored

    procedure. Treat Source Rows As If the mapping for the session

    contains an Update Strategy transformation or a Customtransformation configured to set the update strategy, thedefault option is Data Driven.

    Commit Interval In conjunction with the selected commitinterval type, indicates the number of rows. By default, theIntegration Service uses a commit interval of10,000 rows.This option is not available for user-defined commit.

    Session Task-Properties

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    Session TaskSession Task

    Session Task-Config Object

    Line Sequential Buffer Length Affects the way theIntegration Service reads flat files. Increase this settingfrom the default of 1024 bytes per line only if sourceflat file records are larger than 1024 bytes.

    On Stored Procedure ErrorRequired if the sessionuses pre- or post-session stored procedures.

    If we select Stop Session, the Integration Service

    stops the session on errors executing a pre-session or post-session stored procedure.

    If we select Continue Session, the IntegrationService continues the session regardless of errorsexecuting pre-session or post-session storedprocedures.

    On Pre-Post SQL ErrorRequired if the session usespre- or post-session SQL.

    If we select Stop Session, the Integration Servicestops the session errors executing pre-session orpost-session SQL.

    If we select Continue, the Integration Servicecontinues the session regardless of errors

    executing pre-session or post-session SQL.

    Session Task-Config Object

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    Session TaskSession Task

    Session Task-Mapping

    Connection

    Before the Integration Service can access a source or targetdatabase in a session, we must configure the database connectionsin the Workflow Manager. When we create or modify a session thatreads from or writes to a relational database, we can selectconfigured source and target database connections.When we create a connection, we must have the followinginformation available:

    Database nameName for the connection.

    Database typeType of the source or target database.

    Database user nameName of a user who has the appropriate database permissionsto read from and write to the database. To use an SQL overridewith pushdown optimization, the user must also have

    permission to create views on the source or target database. Password

    Database password (7-bit ASCII only). Connect string

    Connect string used to communicate with the database. Database code page

    Code page associated with the database.

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    Session TaskSession Task

    Partition Points Partition points mark the boundaries between threads in a pipeline. TheIntegration Service redistributes rows of data at partition points. We can add partition points

    to increase the number of transformation threads and increase session performance Add Partition Point

    Click to add a new partition point. When we add a partition point, the transformationname appears under the Partition Points node.

    Delete Partition PointClick to delete the selected partition point. We cannot delete certain partition points.

    Edit Partition Point

    Click to edit the selected partition point. This opens the Edit Partition Point dialog box.

    $$PushdownConfig Mapping

    Depending on the database workload, we may want to use source-side,target-side, or full pushdown optimization at different times. For example,we might want to use partial pushdown optimization during the peakhours of the day, but use full pushdown optimization from midnight until

    2 a.m. when activity is low. To use different pushdown optimization configurations at different times, use the

    $$PushdownConfig mapping parameter. The parameter lets we run the same session usingthe different types of pushdown optimization.

    Complete the following steps to configure the mapping parameter: Create $$PushdownConfig in the Mapping Designer.

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    Session TaskSession Task

    When we add the $$PushdownConfig mapping parameter in the Mapping Designer, use thefollowing values:

    Field Value Name $$PushdownConfig Type Parameter Datatype String Precision or Scale10 Aggregation n/a Initial Value None Description Optional

    When we configure the session, choose $$PushdownConfig for the Pushdown Optimizationattribute.

    Define the parameter in the parameter file.

    Enter one of the following values for $$PushdownConfig in the parameter file:

    None. The Integration Service processes all transformation logic for the session. Source. The Integration Service pushes part of the transformation logic to the source

    database.

    Source with View. The Integration Service creates a view to represent the SQLoverride value, and it runs an SQL statement against this view to push part of thetransformation logic to the source database.

    Target. The Integration Service pushes part of the transformation logic to the target

    database. Full. The Integration Service pushes all transformation logic to the database.

    Full with View. The Integration Service creates a view to represent the SQL overridevalue, and it runs an SQL statement against this view to push part of thetransformation logic to the source database. The Integration Service pushes anyremaining transformation logic to the target database.

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    Session TaskSession Task

    Session Task-Transformations

    Allows overrides of sometransformation properties Does notchange the properties in the Mapping

    Session Task-Components

    Pre-Session CommandShell commands that the IntegrationService performs at the beginning ofa session.

    Post-Session Success Command

    Shell commands that the Integration

    Service performs after the sessioncompletes successfully

    Post-Session Failure Command

    Shell commands that the IntegrationService performs after the session ifthe session fails.

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    Event-TaskEvent-Task

    Event-Raise task

    The Event-Raise task represents the locationof a user-defined event. A user-defined eventis the sequence of tasks in the branch fromthe Start task to the Event-Raise task. Whenthe Integration Service runs the Event-Raisetask, the Event-Raise task triggers the user-defined event.

    To use an Event-Raise task In the Workflow Designer workspace,

    create an Event-Raise task and place it inthe workflow to represent the user-defined event we want to trigger.

    A user-defined event is the sequence oftasks in the branch from the Start task tothe Event-Raise task.

    Double-click the Event-Raise task to openit.

    Click the Open button in the Value fieldon the Properties tab to open the EventsBrowser for user-defined events.

    Choose an event in the Events Browser. Click OK twice to return to the workspace.

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    Event-TaskEvent-Task

    Event-Wait task

    The Event-Wait task waits for a predefinedevent or a user-defined event. A predefinedevent is a file-watch event. When we use theEvent-Wait task to wait for a predefinedevent, we specify an indicator file for theIntegration Service to watch. The IntegrationService waits for the indicator file to appear.Once the indicator file appears, the

    Integration Service continues running tasksafter the Event-Wait task.

    To wait for a user-defined event

    In the workflow, create an Event-Waittask and double-click the Event-Waittask to open it.

    In the Events tab of the task, selectUser-Defined.

    Click the Event button to open theEvents Browser dialog box.

    Select a user-defined event for theIntegration Service to wait.

    Click OK twice.

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    E-Mail TaskE-Mail Task

    We can send email during a workflow using the Email task on the Workflow Manager. Wecan create reusable Email tasks in the Task Developer for any type of email. Or, we cancreate non-reusable Email tasks in the Workflow and Worklet Designer.

    Use Email tasks in any of the following locations Session properties

    We can configure the session to send email when the session completes or fails.

    Workflow properties

    We can configure the workflow to send email when the workflow is interrupted.

    Workflows or worklets

    We can include an Email task anywhere in the workflow or worklet to send emailbased on a condition we define.

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    E-Mail TaskE-Mail Task

    We can create Email tasks in the Task Developer, WorkletDesigner, and Workflow Designer.

    To create an Email task in the Task Developer: In the Task Developer, click Tasks > Create. The Create

    Task dialog box appears. Select an Email task and enter a name for the task. Click

    Create. The Workflow Manager creates an Email task in the workspace.

    Click Done.

    Double-click the Email task in the workspace. The EditTasks dialog box appears. Click Rename to enter a name for the task. Enter a description for the task in the Description field. Click the Properties tab. Enter the fully qualified email address of the mail recipient

    in the Email User Name field. Enter the subject of the email in the Email Subject field. Or,

    we can leave this field blank. Click the Open button in the Email Text field to open the

    Email Editor. Enter the text of the email message in the Email Editor. We

    can leave the Email Text field blank. Note: We canincorporate format tags and email variables in a post-session email. However, we cannot add them to an Emailtask outside the context of a session.

    Click OK twice to save the changes.

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    WorkletWorklet

    A worklet is an object that represents a set of tasks that wecreate in the Worklet Designer. Create a worklet when we

    want to reuse a set of workflow logic in more than oneworkflow. To run a worklet, include the worklet in a workflow. The

    workflow that contains the worklet is called the parentworkflow. When the Integration Service runs a worklet, itexpands the worklet to run tasks and evaluate links within theworklet. It writes information about worklet execution in theworkflow log.

    To create a reusable worklet In the Worklet Designer, click Worklet > Create. The

    Create Worklet dialog box appears. Enter a name for the worklet. Click OK. The Worklet Designer creates a Start task in the worklet.

    To create a non-reusable worklet: In the Workflow Designer, open a workflow. Click Tasks > Create. For the Task type, select Worklet. Enter a name for the task. Click Create. The Workflow Designer creates the worklet

    and adds it to the workspace.

    Click Done.

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    Workflow SchedulerWorkflow Scheduler

    Workflow Scheduler Objects

    Setup reusable schedules toassociate with multiple Workflows-Used in Workflows and Session Tasks

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    Server ConnectionsServer Connections

    Configure Server data access connections- Used in Session Tasks

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    Relational Connections (Native)Relational Connections (Native)

    Creating a relational (database)

    connection Instructions to the Server to

    locate relational tables

    Used in Session Tasks

    Relational Connections Properties

    Define native relational (database)connection

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    FTP ConnectionFTP Connection

    Creating an FTP connection

    Instructions to the Server to ftp flat files Used in Session Tasks

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    Workflows DesignWorkflows Design

    Sample Workflow

    Developing Workflow

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    Workflows DesignWorkflows Design

    Building Workflow Components

    Add Sessions and other Tasks tothe Workflow

    Connect all Workflow componentswith Links

    Save the Workflow

    Start the Workflow

    NOTE: Sessions in a workflow can

    be executed independently

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    Workflow MonitorWorkflow Monitor

    Workflow Monitor

    We can monitor workflows and tasks in the Workflow Monitor. View details about a

    workflow or task in Gantt Chart view or Task view. We can run, stop, abort, andresume workflows from the Workflow Monitor. We can view sessions and workflow logevents in the Workflow Monitor Log Viewer.

    The Workflow Monitor displays workflows that have run at least once. The WorkflowMonitor continuously receives information from the Integration Service and RepositoryService. It also fetches information from the repository to display historic information.The Workflow Monitor consists of the following windows.

    Navigator window

    It displays monitored repositories, servers, and repositoriesobjects.

    Output window.

    It displays messages from the Integration Service andRepository Service.

    Time window

    It displays progress of workflow runs.

    Task view

    It displays details about workflow runs in a report format.

    Gantt Chart view

    It displays details about workflow runs in chronologicalformat.

    Workflow Monitor Windows

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    Workflow MonitorWorkflow Monitor

    The Workflow Monitor displays Workflows that have been run at least oncewe can monitor a Server in two modes: online or offline

    Online mode

    Workflow Monitor continuously receives information from theInformatica Server and the Repository Server

    Offline mode

    Workflow Monitor displays historic information about past Workflow

    runs by fetching information from theR

    epository

    Monitoring Workflow

    Perform the following operations in the Workflow Monitor

    Restart -- restart a Task, Workflow or Worklet

    Stop -- stop a Task, Workflow, or Worklet

    Abort -- abort a Task, Workflow, or Worklet

    Resume -- resume a suspended Workflow after a failed task is corrected

    View Session and Workflow logs

    Abort has a 60 second timeout

    If the Server has not completed processing and committing dataduring the timeout period, the threads and processes associated withthe Session are killed

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    Workflow MonitorWorkflow Monitor

    Monitoring Workflow

    Monitoring Window Filtering

    Task View provides filtering

    Truncating Monitor Logs

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    The End