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Informatica PowerCenter
(Version 8.6.1)
Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
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Table of Contents
iii
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.
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vi
Preface
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CHAPTER 1
Overview, 1
Managing Connections, 8
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.
Reference Table
Manager Application
Connection name
Table name
Display name
Description
Comments
The database user account must have the following permissions on the reference tables in the database:
Database Permission
Description
Select
Insert
Update
Alter 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
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.
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.
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.
Using Reference Table Manager
3.
4.
Create reference tables. Use the following methods to create reference tables in Reference Table Manager:
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.
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
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
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
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.
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.
4.
Click Login.
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.
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
Type
Database type for the reference table staging area: IBM DB2, Microsoft SQL
Server, or Oracle.
Host Name
Port
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
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.
2.
Click New.
The Create Connection dialog box appears.
3.
4.
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.
3.
4.
5.
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.
3.
4.
Click OK.
Managing Connections
2.
3.
4.
5.
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
Description
Number of Columns
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.
10
Microsoft Excel
Flat file
2.
Select a connection to specify the location where you want to store the reference tables.
3.
4.
5.
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
Description
Import From
Location of the external reference file. Click Browse to navigate to the file
you want to import.
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.
11
12
CHAPTER 2
Managing Users, 17
2.
3.
4.
5.
6.
Enter the values for display name, description, and comments for the reference table. You cannot modify
the table name.
7.
13
2.
3.
4.
5.
6.
Click OK.
The Reference Table Manager Service deletes the reference table from the reference table staging area.
2.
3.
4.
Click Go.
The table contents appear.
5.
6.
7.
Select...
Add
Rename
Delete
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
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.
14
2.
3.
4.
Click Go.
The contents of the reference table you selected appear.
Select...
Add
Edit
Delete
6.
If you create a new row, enter values for the columns and a comment for the row.
7.
8.
9.
15
2.
3.
4.
Click Go.
The table contents appear.
5.
6.
Description
File Name
File Type
Format of the file to which you are exporting: Microsoft Excel or CSV.
Code Page
Code page for the CSV export file. Not available if you export to an
Excel file.
Comments
7.
Click OK.
8.
Select the directory where you want to save the external reference file.
9.
Click Save.
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.
4.
Click Go.
The Register Reference Table dialog box appears.
5.
6.
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
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.
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
n/a
Manage Connection
n/a
n/a
n/a
Managing Users
17
Import files.
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.
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.
4.
Select the reference table for which you want to view events. Default is All.
5.
6.
7.
Click Go.
The log events for the specified query options appear.
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
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
19
20
APPENDIX A
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
Decimal(P,S)
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
Precision 5, scale 0
Varchar
Up to 4,000 characters
String
1 to 104,857,600 characters
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
1 to 104,857,600 characters
Datetime
Date/Time
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
Precision 10, scale 0
Numeric(P,S)
Decimal
Real
-3.40E+38 to 3.40E+38
Real
Precision 7, scale 0
Smallint
-32,768 to 32,768
Small Integer
Precision 5, scale 0
Varchar(L)
1 to 8,000 characters
String
1 to 104,857,600 characters
The following table compares the Oracle datatypes and transformation datatypes:
22
Datatype
Range
Transformation
Range
Char(L)
1 to 2,000 bytes
String
1 to 104,857,600 characters
Date
Date/Time
Number
Precision of 1 to 38
Double
Precision of 15
Number(P,S)
Precision of 1 to 38,
scale of 0 to 38
Decimal
Varchar(L)
1 to 4,000 bytes
String
1 to 104,857,600 characters
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.
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.
Reference Table Manager Service
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
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
Reference Table Manager
definition 23
interface 7
logging in 7
overview 1
Reference Table Manager repository
definition 23
description 2
Reference Table Manager Service
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
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which are subject to the following terms and conditions:
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CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN
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