Parallel Job Tutorial

IBM InfoSphere DataStage
Version 8 Release 5
Parallel Job Tutorial
SC18-9889-02

Version 8 Release 5
SC18-9889-02
Note
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Cop
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IBM
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tion
2006
,
2010
.
US
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Contents
Chapter 1. Introduction . . . . . . .
.
1
Lesson 3.1: Designing the transformation job . .
. 29
The transformer job . . . . . . . . .

.
29
Chapter 2. Tutorial project goals . . .

.
3
Creating the transformation job and adding
.
29
stages and links . . . . . . . . . . .
Chapter 3. Module 1: Opening and
Configuring the Data Set stages . . . . .

.
30
Configuring the Transformer stage. . . . .

.
31
running the sample job . . . . . . .

.
5
Running the transformation job. . . . . .

.
33
Lesson 1.1: Opening the sample job. . . . . .

5
Lesson checkpoint . . . . . . . . . .
.
33
The Designer client . . . . . . . . . .
5
Lesson 3.2: Combining data in a job . . . . .
.
33
The sample job for the tutorial . . . . . .
6
Using a Lookup stage . . . . . . . . .
.
33
Starting the Designer client and opening the
Creating a lookup job . . . . . . . . .

.
34
sample job . . . . . . . . . . . . .
6
Configuring the Lookup File Set stage . . .
.
35
8
Configuring the Lookup stage . . . . . .
.
35
Lesson 1.2: Viewing and compiling the sample job.
.8
. 38
Exploring the Sequential File stage . . . . .

8
Lesson 3.3: Capturing rejected data . . . . .
.
38
Exploring the Data Set stage . . . . . . .
9
.
39
Compiling the sample job . . . . . . . .

.9
Lesson 3.4: Performing multiple transformations in a
9
single job . . . . . . . . . . . . . .
.
40
Lesson 1.3: Running the sample job . . . . .
. 10
Adding new stages and links . . . . . .
. 40
Running the job . . . . . . . . . . .
.
10
Configuring the Business_Rules Transformer
Viewing the data set . . . . . . . . .

.
14
stage . . . . . . . . . . . . . .
.
41
.
14
Configuring the Lookup operation. . . . .
.
44
Module 1: Summary . . . . . . . . . .
.
14
.
45
Chapter 4. Module 2: Designing your
Module 3 summary. . . . . . . . . . .
.
45
Chapter 6. Module 4: Loading a data
first job . . . . . . . . . . . . . .
15
Lesson 2.1: Creating a job. . . . . . . . .

.
15
target . . . . . . . . . . . . . .
.
47
.
16
Lesson 4.1: Creating a data connection object . .
.
47
Lesson 2.2: Adding stages and links to the job . .
.
16
Data connection objects . . . . . . . .
.
47
The job design . . . . . . . . . . .
.
16
Creating a data connection object . . . . .
.
48
Adding stages and linking them . . . . .
.
16
.
48
Specifying properties and column metadata for
Lesson 4.2: Importing column metadata from a
the Sequential File stage . . . . . . . .

.
17
database table . . . . . . . . . . . .
.
48
Specifying properties for the Lookup File Set
.
49
stage and running the job . . . . . . .
.
20
Lesson 4.3: Writing to a database . . . . . .
.
49
.
20
Connectors . . . . . . . . . . . .
.
49
Lesson 2.3: Importing metadata. . . . . . .
.
20
Creating the job . . . . . . . . . . .
.
50
Importing metadata into your repository . .
. 21
Configuring the Data Set stage . . . . . .
. 50
Loading column metadata from the repository.
. 21
Configuring the ODBC connector . . . . .
. 51
.
23
.
53
Lesson 2.4: Adding job parameters . . . . .
.
23
Module 4 summary. . . . . . . . . . .
.
54
Job parameters . . . . . . . . . . .
.
23
Defining job parameters . . . . . . . .

.
23
Chapter 7. Module 5: Processing in
Adding job parameters to your job design . .

. 24
parallel. . . . . . . . . . . . . . . 55
Supplying values for the job parameters . . . . 25
Lesson 5.1: Exploring the configuration file . . .

.
55
.
25
Opening the default configuration file . . .

.
55
Lesson 2.5: Creating parameter sets . . . . .
.
25
Example configuration file . . . . . . .

.
56
Parameter sets . . . . . . . . . . .
.
25
.
57
Creating a parameter set from existing job
Lesson 5.2: Partitioning data . . . . . . . .

.
57
parameters . . . . . . . . . . . .
.
26
Viewing partitions in a data set. . . . . .

.
57
.
27
Creating multiple data partitions . . . . .

.
58
Module 2 Summary . . . . . . . . . .
.
27
.
59
Chapter 5. Module 3: Designing a
Lesson 5.3: Changing the configuration file . . .

.
60
Creating a configuration file . . . . . . .

.
60
transformation job. . . . . . . . . .
29
Deploying the new configuration file . . . .

. 61
Copyright IBM Corp. 2006, 2010
iii
Applying the new configuration file . . .

.
. 62
Creating a DSN for the tutorial table on a Windows
Lesson checkpoint . . . . . . . . .
.
.
62
computer . . . . . . . . . . . . .
.
.
69
Module 5 summary. . . . . . . . . .
.
.
63
Creating a DSN for the tutorial table on a UNIX or
Linux computer . . . . . . . . . . .
.
.
69
Chapter 8. Tutorial summary . . . . .

65
Contacting IBM . . . . . . . . . .
.
71
Appendix. Installing and setting up the

Accessing product documentation. .
.
73
tutorial . . . . . . . . . . . . . . .
67
Creating a folder for the tutorial files . . . . .
. 67
Product accessibility . . . . . . .
.
75
Creating the tutorial project . . . . . . . .
. 67
Copying the data files to the project folder or
directory . . . . . . . . . . . . . .
. 68
Notices and trademarks . . . . . .

.
77
Importing the tutorial components into the tutorial
project . . . . . . . . . . . . . . .
. 68
Index . . . . . . . . . . . . . .
.
81
Creating a target database table . . . . . .
. 68
iv
Chapter 1. Introduction
In this tutorial, you will learn the basic skills that you need to design and run IBM InfoSphere DataStage parallel jobs.
Learning objectives
By completing this tutorial, you will achieve the following learning objectives:
Learn how to design parallel jobs that extract, transform, and load data.
Learn how to run the jobs that you have designed, and how to view the results.
Learn how to create reusable objects that can be included in other job designs.
2
Tutorial
Parallel Job
Chapter 2. Tutorial project goals

This tutorial uses a simple business scenario to introduce you to the basics of job design for InfoSphere DataStage .
In this tutorial, you have the following scenario:
The company GlobalCo is merging with WorldCo. Their customer base is worldwide and because their businesses are
similar, the two companies have some customers in common. The new merged company wants to build a data
warehouse for the delivery and billing information. The exercises in this tutorial focus on a small portion of the work
that needs to be done to accomplish this goal.
Your part of the project is to work on the GlobalCo data that records billing details for customers. You must read this
data from a comma-separated file, and then cleanse and transform the data in preparation for it to be merged with the
equivalent data from WorldCo. This data ultimately forms the bill_to dimension table in the finished data warehouse.
Learning objectives
As you work through the job scenario, you will learn how to do the following tasks:
Design parallel jobs that extract, transform, and load data
Run the jobs that you design and view the results
Create reusable objects that can be included in other job designs
This tutorial should take approximately four hours to finish. If you explore other concepts related to this tutorial, it can
take longer to complete.
Skill level
You can do this tutorial with only a beginning level of understanding of
InfoSphere DataStage concepts.
Audience
This tutorial is intended for InfoSphere DataStage designers who want to learn how to create parallel jobs.
System requirements
The tutorial requires the following hardware and software:
InfoSphere DataStage clients installed on a Windows XP platform.
Connection to a InfoSphere DataStage server on a Windows or UNIX platform (Windows servers can be on the same
computer as the clients).
To run the parallel processing module (module 5), the InfoSphere DataStage server must be installed on a multiprocessor system (SMP or MPP).
Prerequisites
You need to complete the following tasks before starting the tutorial:
Get DataStage developer privileges from the InfoSphere DataStage administrator
Check that the InfoSphere DataStage administrator has installed and set up the tutorial by
following the procedures described in Appendix A
Obtain the name of the tutorial folder on the InfoSphere DataStage client computer and the
tutorial project folder or directory on the InfoSphere DataStage server computer from the
InfoSphere DataStage administrator.
Chapter 3. Module 1: Opening and running the sample job

In this module you will view, compile, and run a sample job that is provided with this tutorial.
The sample job extracts data from a comma-separated file and writes the data to a staging area. The data that the job
writes is used by later modules in the tutorial.
Learning objectives
After you complete the lessons in this module, you will understand how to do the following tasks:
Start the InfoSphere DataStage and QualityStage Designer (Designer client) and attach a project.
Open an existing job.
Compile a job so that it ready to run.
Open the Director client and run a job.
View the results of the job.
This module should take approximately 30 minutes to complete.
Prerequisites
Ensure that you have DataStage user authority.
Lesson 1.1: Opening the sample job

The first step in learning to design jobs is to become familiar with the structure of jobs and with the Designer client.
The Designer client is your workbench and your toolbox for building jobs.
This lesson shows you how to start the Designer client and open the sample job that is supplied with the tutorial.
The Designer client

The Designer client gives you the tools that you need to create jobs that extract, transform, load, and check the quality
of data.
The Designer client is like a workbench or a blank canvas that you use to build jobs. The Designer client has a palette
that contains the tools that form the basic building blocks of a job:
Stages connect to data sources to read or write files and to process data.
Links connect the stages along which your data flows.
Annotations provide information about the jobs that you create.
The Designer client uses a repository where you can store the objects that you are creating as part of the design
process. These objects can be reused by other job designers. The sample job is an object in the repository that is
included with the tutorial. The sample job uses a table definition, which is also an object in the repository.
In the design area of the Designer client, you work with the tools and objects to create your job designs.
The sample job opens in a design window.
The sample job for the tutorial

The sample job reads data from a flat file and writes it to a data set. Parallel jobs use data sets to store
data as the data is worked on. These data sets can be transient and invisible to you, the designer, or you
can choose to create persistent data sets. The sample job writes data to a persistent data set. The data set
provides an internal staging area where the data is held until it is written to its ultimate destination in a
later module. When designing jobs, you do not have to create a staging area for your data; this is simply
how this tutorial was constructed.
The data that you use in this job is the bill-to information from GlobalCo. This data becomes the bill_to
dimension for the star schema.
Starting the Designer client and opening the sample job

Ensure that WebSphere Application Server is running.
To start the Designer client and open your first job:
Select Start Programs IBM InfoSphere Information Server IBM InfoSphere DataStage
and QualityStage Designer.
In the Attach window, type your user name and password.
Select the tutorial project from the Project list, and then click OK. The Designer client opens and
displays the New window.
Click Cancel to close the New window because you are opening an existing job and not creating a new
job or other object.
In the repository tree, open the Tutorial folder double-click the samplejob job. All of the objects that
you need for the tutorial are in this folder.
The job opens in the Designer client display area. The following figure shows the Designer client with
the samplejob job open. The Tutorial folder is shown in the repository tree.
Figure 1. Designer
client
Chapter 3. Module 1: Opening

and running the sample job
Lesson checkpoint
In this lesson, you opened your first job.
You learned the following tasks:
How to start the Designer client
How to open a job
Where to find the tutorial objects in the repository tree
Lesson 1.2: Viewing and compiling the sample job

In this lesson, you view the sample job to understand its components. You compile the job to prepare it to run on your
system.
The sample job has a Sequential File stage to read data from the flat file and a Data Set stage to write data to the
staging area. The two stages are joined by a link. The data that will flow between the two stages on the link was
defined when the job was designed. When the job is run, the data will flow down this link.
Exploring the Sequential File stage

To explore the Sequential File stage:
In the sample job, double-click the Sequential File stage that is named GlobalCo_billTo_flat. The stage editor opens to
the Properties tab of the Output page. All parallel job stages have properties tabs. You use the properties tab to specify
the actions that the stage performs when the job is run.
Look at the File property under the Source category. You use this property to specify the file that the stage will read
when the job runs. In the sample job, the File property points to a file called GlobalCo_BillTo.csv. You specify the
directory that contains this file when you run the job. The name of the directory has been defined as a job parameter
named #tutorial_direct#, the # characters show that the name is a job parameter. Job parameters are used to so that
variable information (for example, file name or directory name) can be specified when the job runs rather than when
the job is designed.
Look at the First Line is Column Names property under the Options category. In the sample job, this property is set
to True because the first line of the GlobalCo_BillTo.csv file contains the names of the columns in the file. The
remaining properties have default values.
Click on the Format tab. The Format tab looks similar to the Properties tab, but the properties that the job designer sets
here describe the format of the flat file that the stage reads. In this case the file is comma-delimited, which means that
each field within a row is separated by a comma character. The Format tab also specifies that the file has DOS line
endings. This setting means that the file can be read even when the file resides on a UNIX system.
Click the Columns tab. The Columns tab is where the column metadata for the stage is defined. The column metadata
defines the data that will flow down the link to the Data Set stage when the job runs. The GlobalCo_BillTo.csv file
contains many columns. All of these columns have the data type VarChar. As you work through the tutorial, you will
apply stricter data typing to these columns to cleanse the data.
Click the View Data tab in the top right corner of the stage editor window.
In the Value field of the Resolve Job Parameter window, specify the name of the directory in which the
tutorial data was installed and click OK (you have to specify directory path whenever you view data or
run the job).
In the Data Browser window, click OK. A window opens that shows the first 100 rows of the data that
the GlobalCo_BillTo.csv file contains (100 rows is the default setting, but you can change it).
Click Close to close the Data Browser window.
Click OK to close the Sequential File stage editor.
Exploring the Data Set stage

To explore the Data Set stage:
In the sample job, double-click the Data Set stage that is named GlobalCoBillTo_ds. The stage editor
opens in the Properties tab of the Input page.
Look at the File property under the Target category. This property is used to specify the control file for
the data set that the stage will write the data to when the job runs. In the sample job, the File property
points to a file that is named GlobalCo_BillTo.ds. You specify the directory that contains this file when
you run the job. A data set is the internal format for transferring data inside parallel jobs. Data Set stages
are used to land data that will be used by another job.
Click on the Columns tab. The column metadata for this stage is the same as the column metadata for
the Sequential File stage and defines the data that the job will write to the data set.
Click OK to close the stage editor.
The Data Set stage editor does not have a Format tab because the data set does not require any
formatting data. Although the View Data button is available on this tab, there is no data for this stage
yet. If you click the View Data button, you will receive a message that no data exists. The data gets
created when the job runs.
Compiling the sample job

To compile the sample job:
Select File Compile. The Compile Job window opens. As the job is compiled, the window is updated
with messages from the compiler.
When the Compile Job window displays a message that the job is compiled, click OK.
The sample job is now compiled and ready to run.
Lesson checkpoint
In this lesson, you explored a simple data extraction job that reads data from a file and writes it to a
staging area.
How to open stage editors
How to view the data that a stage represents
How to compile a job so that it is ready to run
Lesson 1.3: Running the sample job

In this lesson, you use the Director client to run the sample job and to view the log that the job produces as it runs. You
also use the Designer client to look at the data set that is written by the sample job.
You run the job from the Director client. The Director client is the operating console. You use the Director client to run
and troubleshoot jobs that you are developing in the Designer client. You also use the Director client to run fully
developed jobs in the production environment.
You use the job log to debug any errors you receive when you run the job.
Running the job

To run the job:
In the Designer client, select Tools Run Director. Because you are logged in to the tutorial project through the
Designer client, you do not need to start the Director from the start menu and log on to the project. In the Director
client, the sample job has a status of compiled, which means that the job is ready to run.
10
Figure 2. Director client
Select the sample job in the right pane of the Director client, and select Job Run Now.
11
In the Job Run Options window, specify the path of the project folder (for example,
C:\IBM\InformationServer\Server\Projects\Tutorial and click Run. The job status
changes to Running.
When the job status changes to Finished, select View Log.
Examine the job log to see the type of information that the Director client reports as it runs a
job. The messages that you see are either control or information type. Jobs can also have
Fatal and Warning messages.
The following figure shows the log view of the job.
12
Figure 3. Job log
6. Select File Exit to close the Director client.
13
Viewing the data set

To view the data set that the job created:
In the sample job in the Designer client, double-click the Data Set stage to open the stage editor.
In the stage editor, click View Data.
Click OK in the Data Browser window to accept the default settings. A window opens that shows up to 100 rows of the
data written to the data set (if you want to view more than 100 rows in a data browser, change the default settings
before you click OK).
Click Close to close the Data Browser window.
Click OK to close the Data Set stage.
Lesson checkpoint
In this lesson you ran the sample job and looked at the results.
How to start the Director client from the Designer client
How to run a job and look at the log file
How to view the data written by the job
Module 1: Summary
You have now opened, compiled, and run your first data extraction job.
Now that you have run a data extraction job, you can start creating your own jobs. The next module guides you through
the process of creating a simple job that does more data extraction.
Lessons learned
By completing this module, you learned about the following concepts and tasks:
Starting the Designer client.
Opening an existing job.
Compiling the job.
Starting the Director client from the Designer client.
Running the sample job.
Viewing the results of the sample job and seeing how the job extracts data from a comma-separated file and writes it to
a staging area.
Additional resources
For more information about the features that you have learned about, see the following guides:
IBM InfoSphere DataStage Designer Client Guide
IBM InfoSphere DataStage Director Client Guide
14
Chapter 4. Module 2: Designing your first job

This module teaches you how to design your own job.
The job that you design will read two flat files and populate two lookup tables. The two lookup tables will be used by
a more complex job that you will create in the next module.
Learning objectives
After completing the lessons in this module, you will understand how to do the following tasks:
Add stages and links to a job.
Specify the properties of the stages and links to determine what they will do when the job is run.
Learn how to specify column metadata.
Consolidate your knowledge of compiling and running jobs.
Lesson 2.1: Creating a job

The first step in designing a job is to create an empty job and save it to a folder in the repository.
If you closed the Designer client after completing module 1, you will need to start the Designer client again.
You create a parallel job and save it to a new folder in the Tutorial folder in the repository tree.
To create a job:
In the Designer client, select File New.
In the New window, select the Jobs folder in the left pane and then select the parallel job icon in the right pane.
Click OK. A new empty job design window opens in the design area.
Select File Save.
In the Save Parallel Job As window, right-click on the Tutorial folder and select New Folder from the shortcut
menu.
Type in a name for the folder, for example, My Jobs then move to the Item name field.
Type in the name of the job in the Item name field. Call the job populate_cc_spechand_lookupfiles.
Check that the Folder path field contains the path \Tutorial\My Jobs, then click Save.
You have created a new parallel job named populate_cc_spechand_lookupfiles and saved it in the folder Tutorial\My
Jobs in the repository.
15
Lesson checkpoint
In this lesson you created a job and saved it to a specified place in the repository.
How to create a job in the Designer client.
How to name the job and save it to a folder in the repository tree.
Lesson 2.2: Adding stages and links to the job

You add stages and links to the job that you created. Stages and links are the building blocks that determine what the
job does when it runs.
The job design

In this lesson, you will build the first part of the job, then compile it and run it to ensure that it works correctly before
you add the next part of the job design. This method of iterative job design is a good habit to get into. You ensure that
each part of your job is functional before you continue with the design for the next part.
The first part of the job reads a comma-separated file that contains a series of customer numbers, a corresponding code
that identifies the country in which the customers are located, and another code that specifies the customer's language.
You are designing a job that reads the comma-separated file and writes the contents to a lookup table in a lookup file
set. This table will be used by a subsequent job when it populates a dimension table.
Adding stages and linking them

Ensure that the job named populate_cc_spechand_lookupfiles that you created in lesson 1 is open and active in the job
design area. A job is active when the title bar is dark blue (if you are using the default Windows colors).
A job consists of stages linked together which describe the flow of data from a data source to a data target. A stage is a
graphical representation of the data itself, or of a transformation that will be performed on that data.
To add the stages to your job design:
In the Designer client palette area, click the File bar to open the file section of the palette.
In the file section of the palette, select the Lookup File Set stage icon and drag the stage to your open job. Position the
stage on the right side of the job window
In the file section of the palette, select the Sequential File stage icon and drag the stage to your open job. Position the
stage on the left side of the job window.
Select the Sequential File stage in the job window. In the palette area, click the General bar to open the general section
of the palette.
Select the Link icon and move your mouse pointer over to the Sequential File stage. The mouse pointer changes to a
target shape.
Click the Sequential file stage to anchor the link and then drag the mouse pointer over to the Lookup File Set stage. A
link is drawn between the two stages. Your data will flow down this link when the job runs.
Rename the stages and links as follows:
16
Select each stage or link.

Right-click and select Rename.
Type the new name.
Stage or link
New name
Sequential File stage

country_codes
Lookup File Set stage

country_code_lookup
Link
country_codes_data
Always use specific names for your stages and links rather than the default names assigned by the Designer client.
Using specific names make your job designs easier to document and easier to maintain.
8. Select File Save to save the job.
Your job design should now look something like the one shown in this figure:
Figure 4. Job design
Specifying properties and column metadata for the Sequential File

stage
You will now edit the first of the stages that you added to specify what the stage does when you run the job. You will
also specify the column metadata for the data that will flow down the link that joins the two stages.
To edit the stages and add properties and metadata:
Double-click the country_codes Sequential File stage to open the stage editor. The editor opens in the Properties tab of
the Output page.
Select the File property under the Source category.
In the File field, type the path name for your project folder (where the data files were copied when the tutorial was set
up) and add the name CustomerCountry.csv (for example C:\IBM\InformationServer\Server\
Projects\Tutorial\CustomerCountry.csv), and then press enter. (You can
17
browse for the path name if you prefer, click the browse button on the right of the File field.)
You specified the name of the comma-separated file that the stage reads when the job runs.
Select the First Line is Column Name property under the Options category.
Click the down arrow next to the First Line is Columns Names field and select True from
the list. The row that contains the column names is dropped when the job reads the file.
Click the Format tab.
In the record-level category, select the Record delimiter string property from the Available
properties to add.
Select DOS format from the Record delimiter string list. This setting ensures that the file
can be read when the engine tier is installed on a UNIX or Linux computer.
Click the Columns tab. Because the CustomerCountry.csv file contains only three columns,
type the column definitions into the Columns tab. (If a file contains many columns, it is less
time consuming and more accurate to import the column definitions directly from the data
source.) Note that column names are case-sensitive, so use the case in the instructions.
Double-click the first line of the table. Fill in the fields as follows:
Table 1. Column definition
Column Name
Key
SQL Type
Length
Description
CUSTOMER_
Yes
Char
7
Key column for
NUMBER
the look up - the
customer
identifier
You will use the default values for the remaining fields.
Add two more rows to the table to specify the remaining two columns and fill them in as
follows:
Table 2. Additional column definitions
Column Name
Key
SQL Type
Length
Description
COUNTRY
No
Char
2
The code that
identifies the
customer's
country
LANGUAGE
No
Char
2
The code that
identifies the
customer's
language
Your Columns tab should look like the one in the following figure (if you have National
Language Support installed, there is an additional field named Extended):
18
Figure 5. Columns tab
Click the Save button to save the column definitions that you specified as a table definition object in the repository.
The definitions can then be reused in other jobs.
In the Save Table Definition window, enter the following information:
Option
Description
Data source type

Saved
Data source name

CustomerCountry.csv
Table/file name
country_codes_data
Short description
date and time of saving
Long description
Table definition for country codes source file
Click OK to specify the locator for the table definition. The locator identifies the table definition.
In the Save Table Definition As window, save the table definition in the Tutorial folder and name it
country_codes_data.
Click the View Data button and click OK in the Data Browser window to use the default settings. The data browser
shows you the data that the CustomerCountry.csv file contains. Since you specified the column definitions, the
Designer client can read the file and show you the results.
Close the Data Browser window.
Save the job.
Notice that a small table icon has appeared on the Country_codes_data link. This icon shows that the link now has
metadata. You have designed the first part of your job.
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Specifying properties for the Lookup File Set stage and running the job
In this part of the lesson, you configure the next stage in your job. You already specified the column metadata for data
that will flow down the link between the two stages, so there are fewer properties to specify in this task.
To configure the Lookup File Set stage:
Double-click the country_code_lookup Lookup File Set stage to open the stage editor. The editor opens in the
Properties tab of the Input page.
Select the Lookup Keys category; then double-click the Key property in the
Available Properties to add area.
In the Key field, click the down arrow and select CUSTOMER_NUMBER from the list and press enter. You specified
that the CUSTOMER_NUMBER column will be the lookup key for the lookup table that you are creating.
Select the Lookup File Set property under the Target category.
In the Lookup File Set field, type the path name for the lookup file set that the stage will create, (for example,
C:\IBM\InformationServer\Server\Projects\ Tutorial\countrylookup.fs) and press enter.
Click OK to save your property settings and close the Lookup File Set stage editor.
Save the job and then compile and run the job by using the techniques that you learned in Lesson 1.
You have now written a lookup table that can be used by another job later on in the tutorial.
Lesson checkpoint
You have now designed and run your very first job.
How to add stages and links to a job
How to set the stage properties that determine what the stage will do when you run the job
How to specify column metadata for the job and to save the column metadata to the repository for use in other jobs
Lesson 2.3: Importing metadata

You can import column metadata directly from the data source that your job will read. You store the metadata in the
repository where it can be used in any job designs.
In this lesson, you will add more stages to the job that you designed in Lesson 2.2. The stages that you add are similar
to the ones that you added in lesson 2.2. The stages read a comma-separated file that contains code numbers and
corresponding special delivery instructions. The contents are again written to a lookup table that is ready to use in a
later job. The finished job contains two separate data flows, and it will write data to two separate lookup file sets.
Rather than type the column metadata, you import the column metadata from the source file, and use that metadata in
the job design.
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Importing metadata into your repository

In this part of the lesson, you will import column definitions from the comma-separated file that contains
the special delivery instructions. You will then save the column definitions as a table definition in the
repository. Note that you can import metadata when no jobs are open in the Designer client, this
procedure is independent of job design.
In the Designer client, select Import Table Definitions Sequential File Definitions.
In the Directory field in the Import Metadata (Sequential) window, type the path name of, or browse for,
the Tutorial folder in the project folder (for example,
C:\IBM\InformationServer\Server\Projects\Tutorial). The importer displays any files in the directory
that have the suffix .txt. If there are no files to display, you see an error message. You can ignore this
message.
In the File Type field, select a file type of Comma Separated (*.csv). The Files list is populated with all
the files in the specified directory that have the suffix
.csv.
In the Files list, select the SpecialHandling.csv file.
In the To folder field, type the folder name \Tutorial\Table Definitions in which to store the table
definition.
Click Import.
In the Define Sequential Metadata window, select First line is columns names.
Click the Define tab and examine the column definitions that were derived from the SpecialHandling.csv
file.
Click OK.
Click Close to close the Import Metadata (Sequential) window.
The column definitions that you viewed are stored as a table definition in the repository.
Loading column metadata from the repository

You can specify the column metadata that a stage uses by loading the metadata from a table definition in
the repository.
Ensure that your job named populate_cc_spechand_lookupfiles is open and active.
In this part of the lesson, you are consolidating the job design skills that you learned and loading the
column metadata from the table definition that you imported earlier.
Add a Sequential file stage and a Lookup File Set stage to your job and link them together. Position them
under the stages and link that you added earlier in this lesson.
Rename the stages and link as follows:
Stage or Link
Name
Sequential File
special_handling
Lookup File
special_handling_lookup
Link
special_handling_data
Your job design should now look like the one shown in this figure:
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Open the stage editor for the special_handling Sequential File stage and specify that it will read the file
SpecialHandling.csv and that the first line of this file contains column names.
Click the Format tab.
In the record-level category, select the Record delimiter string property from the Available properties to add.
Select DOS format from the Record delimiter string list. This setting ensures that the file can be read when the
engine tier is installed on a UNIX or Linux computer.
Click the Columns tab.
Click Load. You load the column metadata from the table definition that you previously saved as an object in the
repository.
In the Table Definitions window, browse the repository tree to the folder where you stored the SpecialHandling.csv
column definitions.
Select the SpecialHandling.csv table definition and click OK.
In the Selected Columns window, ensure that all of the columns appear in the Selected columns list and click OK.
The column definitions appear in the Columns tab of the stage editor.
Close the Sequential File stage editor.
Open the stage editor for the special_handling_lookup stage.
Specify a path name for the destination file set and specify that the lookup key is the SPECIAL_HANDLING_CODE
column then close the stage editor.
Save, compile, and run the job.
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Lesson checkpoint
You have now added to your job design and learned how to import the metadata that the job uses.
How to import column metadata directly from a data source
How to load column metadata from a definition that you saved in the repository
Lesson 2.4: Adding job parameters

When you use job parameters in your job designs, you create a better job design.
Job parameters
Sometimes, you want to specify information when you run the job rather than when you design it. In your job design,
you can specify a job parameter to represent this information. When you run the job, you are then prompted to supply a
value for the job parameter.
You specified the location of four files in the job that you designed in Lesson 2.3. In each part of the job, you specified
a file that contains the source data and a file to write the lookup data set to. In this lesson, you will replace all four file
names with job parameters. You will then supply the actual path names of the files when you run the job.
You will save the definitions of these job parameters in a parameter set in the repository. When you want use the same
job parameters in a job later on in this tutorial, you can load them into the job design from the parameter set. Parameter
sets enable the same job parameters to be used by different jobs.
Defining job parameters

Ensure that the job named populate_cc_spechand_lookupfile that you designed in Lesson 2.3 is open and active.
Select Edit Job Properties.
In the Job Properties window, click the Parameters tab.
Double-click the first line of the grid to add a new row.
In the Parameter name field, type country_codes_source.
In the Prompt field, type path name for the country codes file.
In the Type field, select a data type of Pathname.
In the Help Text field, type Enter the path name for the comma-separated file that contains the country code
definitions.
Repeat steps 3-7 to define three more job parameters containing the following entries:
Table 3. Job parameters
Parameter Name
Prompt
Type
Help text
country_codes_lookup
path name for the
path name
Enter the path name
country codes
for the file set
lookup file set
for the country
code lookup table
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Table 3. Job parameters (continued)

Parameter Name
Prompt
Type
Help text
special_handling_source
path name for the
path name
Enter the path name
special handling
for the
codes file
comma-separated
file that contains
the special
handling code
definitions
path name for the
path name
Enter the path name
special handling
for the file set
lookup file set
for the special
handling lookup
table
The Parameters tab of the Job Properties window should now look like the one in the following figure:
Figure 7. Parameters tab
Click OK to close the Job Properties window.

Click File Save to save the job.
Adding job parameters to your job design

Now that you have defined the job parameters, you will add them to your job design.
Double-click the country_codes Sequential File stage to open the stage editor.
Select the File property in the Source category and delete the path name that you entered in the File field.
Click the right arrow next to the File field, and select Insert Job Parameter from the menu.
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Select country_codes_source from the list and press enter. The text #country_codes_source# appears in the File field.
This text specifies that the job will request the name of the file when you run the job.
Repeat these steps for each of the stages in the job, specifying job parameters for each of the File properties as follows:
Table 4. Job parameters to be added to job
Stage
Property
Parameter name
country_codes_lookup stage
Lookup file set
country_codes_lookup
special_handling stage
File
special_handling_source
Lookup file set
stage
6. Save and recompile the job.
Supplying values for the job parameters

When you run the job, the Director client prompts you to supply values for the job parameters.
Open the Director client.
Select your job name and select Job Run Now.
In the Parameters page of the Job Run Options window, type a path name for each of the job parameters.
Click Run.
The job runs, and uses the values that you supplied for the job parameters.
Lesson checkpoint
You defined job parameters to represent the file names in your job and specified values for these parameters when you
ran the job.

How to define job parameters
How to add job parameters in your job design
How to specify values for the job parameters when you run the job
Lesson 2.5: Creating parameter sets

You can store job parameters in a parameter set in the repository. You can then reuse the job parameters in other job
designs.
In this lesson, you will create a parameter set from the job parameters that you created in Lesson 2.4. You will also
supply a set of default values for the parameters in the parameter set that are also available when the parameter set is
used.
Parameter sets
You use parameter sets to define job parameters that you are likely to reuse in other jobs. Whenever you need this set
of parameters in a job design, you can insert them into the job properties from the parameter set. You can also define
different sets of values for each parameter set. These parameter sets are stored as files in the InfoSphere DataStage
server installation directory and are available to
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use in your job designs or when you run jobs that use these parameter sets. If you make any changes to a parameter
set object, these changes are reflected in job designs that use this object until the job is compiled. The parameters that
a job is compiled with are available when the job is run. However, if you change the design after the job is compiled,
the job will link to the current version of the parameter set.
You can create parameter sets from existing job parameters, or you can specify the job parameters as part of the task
of creating a new parameter set.
Creating a parameter set from existing job parameters

Ensure that your job is open and active.
Select Edit Job Properties.
In the Job Properties window, click the Parameters tab.
In the Parameters page, use shift-click to select all of the job parameters that you defined in Lesson 2.4.
Click Create Parameter Set.
In the General page of the Parameter Set window, type a name for the parameter set and a short description (for
example, tutorial_lookup and parameter set for lookup file names).
Click the Parameters tab and check that all the job parameters that you specified for your job appear in this page.
Click the Values tab.
In the Value File name field, type lookupvalues1.
For each of the job parameters, specify a default path name for the file that the job parameter represents. Your Values
pages should now look similar to the Values page in the following picture:
Figure 8. Values page
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Click OK, specify a repository folder in which to store the parameter set, and then click Save.
The Designer client asks if you want to replace the selected parameters with the parameter set that you have just
created. Click No.
Click OK to close the Job Parameters window.
Save the job.
You created a parameter set that is available for another job that you will create later in this tutorial. The current job
continues to use the individual parameters rather than the parameter set.
Lesson checkpoint
You have now created a parameter set.
How to create a parameter set from a set of existing job parameters
How to specify a set of default values for the parameters in the parameter set
Module 2 Summary
In this module, you designed and ran a data extraction job.
You also learned how to create reusable objects such as table definitions and parameters sets that you can include in
other jobs that you design.
Lessons learned
Creating new jobs and saving them in the repository
Adding stages and links and specifying their properties
Specifying column metadata and saving it as a table definition to reuse later
Specifying job parameters to make your job design more flexible, and saving the parameters in the repository to reuse
later
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28
Tutorial
Parallel Job
Chapter 5. Module 3: Designing a transformation job

This module teaches you how to design a job that transforms data.
The job that you design will read the GlobalCo bill_to data that was written to a data set when you ran the sample job
in Module 1 of this tutorial. Your job will perform some simple cleansing of the data. Your job will transform the data
by dropping the columns that you do not need and by trimming some of the data in the columns that you do need.
Learning objectives
How to use a Transformer stage to transform data
How to handle rejected data
How to combine data by using a Lookup stage
Lesson 3.1: Designing the transformation job

You will design and run a job that performs some simple transformations on the bill_to data, and writes the results to a
staging Data Set stage.
The transformer job

The data that was read from the GlobalCo_BillTo.csv comma-separated file by the sample job in Module 1 contains a
large number of columns. The dimension table that you will produce later in this tutorial requires only a subset of
these columns, so you will use the transformation job to drop some of the columns.
The job will also specify some stricter data typing for the remaining columns. Stricter data typing helps to impose
quality controls on the data that you are processing.
Finally, the job applies a function to one of the data columns to delete space characters that the column contains. This
transformation job prepares the data in that column for a later operation.
The transformation job that you are designing uses a Transformer stage, but there are also several other types of
processing stages available in the Designer client that can transform data. For example, you can use the Modify stage
in your job, if you want to change only the data types in a data set. Several of the processing stages can drop data
columns as part of their processing. In the current job, you use the Transformer stage because you require a
transformation function that you can customize. Several functions are available to use in the Transformer stage.
Creating the transformation job and adding stages and links

In this part of the lesson, you will create your transformation job and learn a new method for performing tasks that
you are already familiar with.
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Create a parallel job, save it as TrimAndStrip, and store it in the tutorial folder in the repository tree.
Add two Data Set stages to the design area.
Name the Data Set stage on the left GlobalCoBillTo, and name the one on the right int_GlobalCoBillTo.
Click Palette Processing to locate and drag a Transformer stage to the design area.
Drop the Transformer stage between the two Data Set stages and name the Transformer stage Trim_and_Strip.
Right-click the GlobalCoBillTo Data Set stage and drag a link to the Transformer stage. This method of linking the
stages is fast and easy. You do not need to go back to the palette and grab a link to connect each stage.
Use the same method to link the Transformer stage to the int_GlobalCoBillTo Data Set stage.
Name the first link full_bill_to and name the second link stripped_bill_to. Your job should look like the one in the
following picture:
Figure 9. TrimAndStrip job
Configuring the Data Set stages

In this part of the lesson, you configure the Data Set stages and learn a new method for loading column metadata.
Open the stage editor for the GlobalCoBillTo Data Set stage.
Set the File property in the Source category to point to the data set that was created by the sample job in Module 1
(GlobalCoBillTo.ds), and close the stage editor.
In the repository window, select the GlobalCoBillToSource table definition in the Tutorial folder. Drag the table
definition to the design area and drop it onto the full_bill_to link. The cursor changes shape to indicate the correct
position to drop the table definition. In Lesson 2.3, you opened the GlobalCoBillTo Data Set stage editor and clicked
Load to perform the same action. The method described in step 3 saves time when you are designing very large jobs.
Open the stage editor for the GlobalCoBillTo Data Set stage and click View Data. The data browser shows the data in
the data set. You should frequently view the data after you configure a stage to verify that the File property and the
column metadata are both correct.
30
Open the stage editor for the int_GlobalCoBillTo Data Set stage.
Set the File property in the Source category to point to a new staging data set (for example,
C:\IBM\InformationServer\Server\Projects\Tutorial\ int_GlobalCoBillTo.ds).
Configuring the Transformer stage

In this part of the lesson, you specify the transformation operations that your job will perform when you
run it.
Double-click the Transformer stage to open the stage editor.
CTRL-click to select the following columns from the full_bill_to link in the upper left pane of the stage
editor:
CUSTOMER_NUMBER
CUST_NAME
ADDR_1
ADDR_2
CITY
REGION_CODE
ZIP
TEL_NUM
REVIEW_MONTH
SETUP_DATE
STATUS_CODE
Drag these columns from the upper left pane to the stripped_bill_to link in the upper right pane of the
stage editor. You are specifying that only these columns will flow through the Transformer stage when
the job is run. The remaining columns will be dropped.
In the stripped_bill_to column definitions at the bottom of the right pane, edit the SQL type and length
fields for your columns as specified in the following table:
Table 5. Column definitions
Column
SQL Type
Length
CUSTOMER_NUMBER
Char
7
CUST_NAME
VarChar
30
ADDR_1
VarChar
30
ADDR_2
VarChar
30
CITY
VarChar
30
REGION_CODE
Char
2
ZIP
VarChar
10
TEL_NUM
VarChar
10
REVIEW_MONTH
VarChar
2
SETUP_DATE
VarChar
12
STATUS_CODE
Char
By specifying stricter data typing for your data, you will be able to better diagnose inconsistencies in
your source data when you run the job.
Double-click the Derivation field for the CUSTOMER_NUMBER column in the stripped_bill_to link.
The expression editor opens.
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In the expression editor, type the following text: trim(full_bill_to.CUSTOMER_NUMBER,' ','A'). The text specifies a
function that deletes all the space characters from the CUSTOMER_NUMBER column on the full_bill_to link before
writing it to the CUSTOMER_NUMBER column on the stripped_bill_to link. Your Transformer stage editor should
look like the one in the following figure:
Figure 10. Transformer stage editor
Click OK to close the Transformer stage editor.

Open the stage editor for the int_GlobalCoBillTo Data Set stage and go to the Columns tab of the Input page. Notice
that the stage editor has acquired the metadata from the stripped_bill_to link.
Save and then compile your TrimAndStrip job.
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Running the transformation job

Previously, you ran jobs from the Director client. Now, you will run the job from the Designer client. This technique is
useful when you are developing jobs since you do not leave the Designer client. To look at the log file, you must open
the Director client.
In the Designer client, select Diagram Show performance statistics. Additional information is shown next to the
job links to provide figures for the number of rows that were transferred and the number of rows that were processed
per second. This information is updated as the job runs.
Select File Run and click Run in the Job run options window. As the TrimAndStrip job runs, the performance
figures for the link are updated, and the links themselves change color to show their status.
When the job finishes running, open the Director client, select the TrimAndStrip job, and look at its job log. You can
view the job log in the Director client even when you run the job from the Designer client.
Lesson checkpoint
In this lesson you learned how to design and configure a transformation job.
How to configure a Transformer stage
How to link stages by using a different method for drawing links.
How to load column metadata into a link, by using a drag-and-drop operation.
How to run a job from within the Designer client and monitor the performance of the job.
Lesson 3.2: Combining data in a job

The Designer client supports more complex jobs than the ones that you designed so far. In this lesson, you begin to
build a more complex job that combines data from two different tables.
You will base your new job on the transformation job that you created in Lesson 3.1. You will add a Lookup stage that
looks up the data that you created in Lesson 2.2.
Using a Lookup stage

Performing a lookup (search) is one way in which a job can combine data. The lookup is performed by the Lookup
stage. The Lookup stage has a stream input and a reference input. The Lookup stage uses one or more key columns in
the stream input to search for data in a reference table. The stage adds the data from the reference table to the stream
output.
You can also combine data in a parallel job by using a Join stage. Where you use a large reference table, a job can run
faster if it combines data by using a Join stage. For the job that you are designing, the reference table is small, and so a
Lookup stage is preferred. The Lookup stage is most efficient where the data being looked up fits into the available
physical memory.
You can configure Lookup stages to search for data in a Lookup file set, or they can search for data in a relational
database. The job will look up the data in a reference table in a Lookup File Set stage that was created in Lesson 2.2 of
this
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tutorial. When you use lookup file sets, you must specify the lookup key column when you define the
file set. You defined the key columns for the lookup tables that you used in this lesson when you created
the file sets in Module 2.
Creating a lookup job

Next, you will create a job and add some of the stages that you configured in the TrimAndStrip job that
you designed and ran in Lesson 3.1.
Ensure that the TrimAndStrip job that you created in Lesson 3.1 is open, and that you have a multiwindow view in the design area of the Designer client. In multi-window view, you can see all the open
jobs in the display area. To switch from single-window view to multi-window view, click the minimize
button in the Designer Client menu bar.
Create a job, name it CleansePrepare, and save it in the tutorial folder in the repository.
In the TrimAndStrip job, drag the mouse cursor around the stages in the job to select them and select
Edit Copy.
In the CleansePrepare job, select Edit Paste. The stages appear in the CleansePrepare job. You can
now close the TrimAndStrip job.
Select the Processing area in the palette and drag a Lookup stage to the CleansPrepare job. Position the
Lookup stage just below the int_GlobalCoBillTo stage and name it Lookup_Country.
Select the stripped_bill_to link, position the mouse cursor in the link's arrowhead, and drag to the
Lookup stage. You moved the link with its associated column metadata to allow data to flow from the
Transformer stage to the Lookup stage.
Delete the int_GlobalCoBillTo Data Set stage. It will be replaced with a different Data Set stage.
Select the File area in the palette and drag a Lookup File Set stage to the job. Position it immediately
above the Lookup stage and name it
Country_Code_Fileset.
Draw a link from the Country_Code_Fileset Lookup File Set stage to the Lookup_Country Lookup
stage and name it country_reference. The link appears as a dotted line, which indicates that the link is
a reference link.
Drag a Data Set stage from the palette to the job and position it to the right of the Lookup stage. Name
the Data Set stage temp_dataset.
Draw a link from the Lookup stage to the Data Set stage and name it country_code.
The job that you designed should look like the one in the following figure:
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Configuring the Lookup File Set stage

In the lesson section "Creating a lookup job," you copied stages from the TrimandStrip job to the CleansePrepare job.
These stages are already configured, so you need to configure only the new stages that you add in this job. One of
these stages is the Country_Codes_Fileset lookup stage. This stage represents the lookup file set that you created in
Lesson 2.2. In this exercise, you will use the parameter set that you created in Lesson 2.5.
Open the Job Properties window, and click the Parameters tab.
Select the first row in the grid, and click Add Parameter Set. Browse to the tutorial folder, select the parameter set
that you created in Lesson 2.5, and click
OK.
Close the Job Properties window.
Double-click the Country_Codes_Fileset Lookup File Set stage to open the stage editor.
Select the Lookup File Set property in the Source category, click the right arrow next to the Lookup File Set field
and select Insert Job Parameter from the menu. A list is displayed that shows all the individual job parameters in the
parameter set.
In the list, select the country_codes_lookup job parameter and then press Enter.
Click the Columns tab and load the country_codes_data table definition, and then close the stage editor.
Configuring the Lookup stage

You specify the data that is combined in the Lookup stage. You defined the date column that will act as the key for the
lookup when you created the lookup file set in Module 2.
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Double-click the Lookup_Country Lookup stage to open the Lookup stage editor. The
Lookup stage editor is similar in appearance to the Transformer stage editor.
Click the title bar of the stripped_bill_to link in the left pane and drag it over to the Column
Name column of the country_code link in the right pane. When the cursor changes shape,
release the mouse button. All of the columns from the stripped_bill_to link appear in the
country_code link.
Select the Country column in the Country_Reference link and drag it to the country_code
link. The result of copying the columns from the Country_Reference link to the country_code
link is that whenever the value of the incoming CUSTOMER_NUMBER column matches the
value of the CUSTOMER_NUMBER column of the lookup table, the corresponding Country
column will be added to that row of data. The stage editor looks like the one in the following
figure:
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Figure 12. Lookup stage editor
Double-click the Condition bar in the Country_Reference link. The Lookup Stage Conditions window opens. Select
the Lookup Failure field and select Continue from the list. You are specifying that, if a CUSTOMER_NUMBER
value from the stripped_bill_to link does not match any CUSTOMER_NUMBER column values in the reference table,
the job continues to the next CUSTOMER_NUMBER column.
Close the Lookup stage editor.
Open the temp_dataset Data Set stage and specify a file name for the data set.
Save, compile and run the job. The Job Run Options window displays all the parameters in the parameter set.
37
In the Job Run Options window, select lookupvalues1 from the list next to the parameter set name. The parameters
values are filled in with the path names that you specified when you created the parameter set.
Click Run to run the job and then click View Data in the temp_dataset stage to examine the results.
Lesson checkpoint
With this lesson, you started to design more complex and sophisticated jobs.
How to copy stages, links, and associated configuration data between jobs.
How to combine data in a job by using a Lookup stage.
Lesson 3.3: Capturing rejected data

This lesson shows you how to monitor rows of data that are rejected while you are processing them.
Ensure that the CleansePrepare job that you created in Lesson 3.2 is open and active.
In the Lookup stage for the job that you created in Lesson 3.2, you specified that processing should continue on a row
if the lookup operation fails. Any rows that contain CUSTOMER_NUMBER fields that were not matched in the
lookup table were bypassed, and the COUNTRY column for that row was set to NULL. In this lesson, you will specify
that non-matching rows are written to a reject link. The reject link captures any customer numbers that do not have an
entry in the country codes table. You can examine the rejected rows and decide what action to take.
From the File section of the palette, drag a Sequential File stage to the CleansePrepare job and position it under the
Lookup_Country Lookup stage. Name the Sequential File stage Rejected_Rows.
Draw a link from the Lookup stage to the Sequential File stage. Name the link rejects. Because the Lookup stage
already has a stream output link, the new link is designated as a reject link and is shown as a dashed line. Your job
should resemble the one in the following figure:
38
Double-click the Lookup_Country Lookup stage to open the Lookup stage editor.
Double-Click the Condition bar in the country_reference link to open the Lookup Stage Conditions window.
In the Lookup Stage Conditions window, select the Lookup Failure field and select Reject from the list. Close the
Lookup stage editor. This step specifies that, whenever a row from the stripped_bill_to link has no matching entry in
the country code lookup table, the row is rejected and written to the Rejected_Rows Sequential File stage.
Edit the Rejected_Rows Sequential File stage and specify a path name for the file that the stage will write to (for
example, c:\tutorial\rejects.txt). This stage derives the column metadata from the Lookup stage, and you cannot
alter it.
Save, compile the CleansePrepare job, and run the job.
Open the Rejected_Rows Sequential File stage editor and click View Data to look at the rows that were rejected.
Lesson checkpoint
How to add a reject link to your job

How to configure the Lookups stage so that it rejects data where a lookup fails
39
Lesson 3.4: Performing multiple transformations in a single job

You can design complex jobs that perform many transformation operations on your data.
In this lesson, you will further transform your data to apply some business rules and perform another lookup of a
reference table.
In the sample bill_to data, one of the columns is overloaded. The SET_UP data column can contain a special handling
code as well as the date that the account was set up. The transformation logic that is being added to the job extracts this
special handling code into a separate column. The job then looks up the text description corresponding to the code from
the lookup table that you populated in Lesson 2 and adds the description to the output data. The transformation logic
also adds a row count to the output data.
Adding new stages and links

This tasks adds the extra stages to the job that will implement the additional transformation logic.
Add the following stages to your CleansePrepare job:
Place the Transformer stage above the temp_dataset Data Set stage and name the stage Business_Rules.
Place the Lookup stage immediately to the right of the temp_dataset Data Set stage and name the Lookup stage
Lookup_Spec_Handling.
Place the Lookup File Set stage immediately above the Lookup_Spec_Handling Lookup stage and name the Lookup
File Set stage
Special_Handling_Lookup.
Place the Data Set stage immediately to the right of the Lookup_Spec_Handling Lookup stage and name the Data Set
stage Target.
Link the stages:
Link the Business_Rules Transformer stage to the Lookup_Spec_Handling Lookup stage and name the link
with_business_rules.
Link the Special_Handling_Lookup Lookup File Set stage to the Lookup_Spec_Handling Lookup stage and name the
link special_handling.
Link the Lookup_Spec_Handling Lookup stage to the Target Data Set stage and name the link finished_data.
Drag the arrowhead end of the country_code link and attach it to the Business_Rules Transformer stage. The
Temp_Dataset stage is not required for this job, therefore you can remove it.
Delete the Temp_Dataset Data Set stage.
Drag the Business_Rules Transformer stage down so that it aligns horizontally with the Lookup stages. Your
CleansePrepare job should now resemble the one in the following figure:
40
Configuring the Business_Rules Transformer stage

In this exercise, you configure the Transformer stage to extract the special handling code and add a row count to the
output data.
Open the Business_Rules Transformer stage editor, and click the Show/Hide Stage Variables icon to display the stage
variable grid in the right pane. You will define some stage variables later in this procedure.
Select the following columns in the country_code input link and drag them to the with_business_rules output link:
CUSTOMER_NUMBER
CUST_NAME
ADDR_1
ADDR_2
CITY
REGION_CODE
ZIP
TEL_NUM
In the metadata area for the with_business_rules output link, add the following new columns:
Table 6. Column definitions
Column name
SQL Type
Length
Nullable
SOURCE
Char
10
No
RECNUM
Char
10
No
SETUP_DATE
Char
10
Yes
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Table 6. Column definitions (continued)

Column name
SQL Type
Length
Nullable
SPECIAL_HANDLING_ CODE
Integer
10
Yes
The new columns appear in the graphical representation of the link, but are highlighted in red
because they do not yet have valid derivations.
In the graphical area, double-click the Derivation field of the SOURCE column.
In the expression editor, type 'GlobalCo':. Position your mouse pointer immediately to the
right of this text, right-click and select Input Column from the menu. Then select the
COUNTRY column from the list. When you run the job, the SOURCE column for each row
will contain the two-letter country code prefixed with the text GlobalCo, for example,
GlobalCoUS.
In the Transformer stage editor toolbar, click the Stage Properties tool on the far left. The
Transformer Stage Properties window opens.
Click the Variables tab and, by using the techniques that you learned for defining table
definitions, add the following stage variables to the grid:
Table 7. Stage variables
Name
SQL Type
Precision
xtractSpecialHandling
Char
1
TrimDate
VarChar
10
When you close the Properties window, these stage variables appear in the Stage Variables
area above the with_business_rules link.
Double-click the Derivation fields of each of the stage variables in turn and type the
following expressions in the expression editor:
Table 8. Derivations
Stage variable
Expression
Description
xtractSpecialHandling
if Len
This expression checks that
(country_code.SETUP_DATE)
the SETUP_DATE column
< 2 Then
contains a special handling
country_code.SETUP_DATE
code. If it does, the value of
Else Field
xtractSpecialHandling is set to
(country_code.SETUP_DATE,'
that code. If the column
',2)
contains a date and a code,
the code is extracted and the
value of xtractSpecialHandling
is set to that code.
TrimDate
If Len
This expression checks that
(country_code.SETUP_DATE)
the SETUP_DATE column
< 3 Then '01/01/0001' Else
contains a date. If the
Field
SETUP_DATE column does
(country_code.SETUP_DATE,'
not contain a date, then the
',1)
expression sets the value of
the TrimDate variable to the
string 01/01/0001. If the
SETUP_DATE column
contains a date, then the date
is extracted and the value of
the TrimDate variable is set to
a string that contains the
date.
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Select the xtractSpecialHandling stage variable and drag it to the Derivation field of the
SPECIAL_HANDLING_CODE column and drop it on the with_business_rules link. A line
is drawn between the stage variable and the column, and the name xtractSpecialHandling
appears in the Derivation field. For each row that is processed, the
SPECIAL_HANDLING_CODE column writes the current value of the
xtractSpecialHandling variable.
Select the TrimDate stage variable and drag it to the Derivation field of the SETUP_DATE
column and drop it on the with_business_rules link. A line is drawn between the stage
variable and the column, and the name TrimDate appears in the Derivation field. For each
row processed, the SETUP_DATE column writes the current value of the TrimDate
variable.
Double-click the Derivation field of the RECNUM column and type 'GC': in the expression
editor. Right-click and select System Variable from the menu. Then select
@OUTROWNUM. You added row numbers to your output.
Your transformer editor should look like the one in the following picture:
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Figure 15. Transformer stage editor
Configuring the Lookup operation
In this exercise, you configure the stages that are required to look up a value for the special handling code and write
it to an output data set.
Open the Special_Handling_Lookup stage.
Set the File property to reference the special_handling_lookup job parameter.
Load the column metadata from the SpecialHandling.csv table definition in the repository.
In the Columns tab, select the Key checkbox for the SPECIAL_HANDLING_CODE column and then close the
stage editor.
Open the Lookup_Spec_Handling stage.
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Select the following columns in the with_business_rules input link and drag them to the finished_data output link.
CUSTOMER_NUMBER
CUST_NAME
ADDR_1
ADDR_2
CITY
REGION_CODE
ZIP
TEL_NUM
SOURCE
RECNUM
SETUP_DATE
SPECIAL_HANDLING_CODE
Select the DESCRIPTION column in the special_handling reference link and drag it to the finished_data output link
(the LANGUAGE column is not used).
Double-click the Condition bar in the special_handling reference link to open the Lookup Stage Conditions window.
Specify that the processing will continue if the lookup fails for a data row. You do not need to specify a reject link for
this stage. Only a minority of the rows in the bill_to data contain a special handling code, so if the rows that do not
contain a code are rejected, most of the data is rejected.
Specify a job parameter to represent the file that the Target Sequential File stage will write to, and add this job
parameter to the stage.
Save, compile and run the CleansePrepare job.
Lesson checkpoint
In this lesson, you consolidated your existing skills in defining transformation jobs and added some new skills.
How to define and use stage variables in a Transformer stage
How to use system variables to generate output column values
Module 3 summary
In this module you refined and added to your job design skills.
You learned how to design more complex jobs that transform the data that your previous jobs extracted.
Lessons learned
By completing this module, you learned the following concepts and tasks:
How to drop data columns from your data flow
How to use the transform functions that are provided with the Designer client
How to combine data from two different sources
How to capture rejected data
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46
Tutorial
Parallel Job
Chapter 6. Module 4: Loading a data target

This module teaches you how to access a relational database.
In the tutorial modules that you completed so far, you were working with comma-separated files and staging files in
internal formats (data sets and lookup file sets). In this module, you start working with a relational database. The
database is the ultimate target for the data that you are working with.
For these lessons, you will use the database that is hosting the repository. The tutorial supplies scripts that your
database administrator runs to create the tables that you need for these lessons.
Because different types of relational database can be used to host the repository, the lessons in this module use an
ODBC connection that makes the lessons database-independent. Your database administrator needs to set up a DSN
that you can use to connect to the database by using ODBC.
Learning objectives
How to define a data connection object that you use and reuse to connect to a database.
How to import column metadata from a database.
How to write data to a relational database target.
Prerequisites
Ensure that your database administrator runs the relevant database scripts that are supplied with the tutorial and set up a
DSN for you to use when connecting to an ODBC connector.
Lesson 4.1: Creating a data connection object

In this lesson, you use data connection objects to provide the information that is needed to connect to a database.
Data connection objects

Data connection objects store the information that is needed to connect to a particular database in a reusable form. You
use data connection objects with related connector stages to quickly define a connection to a data source in a job
design. You can also use data connection objects to provide the details that are needed to connect to a data source and
import metadata.
If you change the details of a data connection while you are designing a job, these changes are reflected in the job
design. However, after you compile your job, the data connection details are fixed in the executable version of the job.
Subsequent
47
changes to the job design will once again link to the data connection object and pick up any changes that were made to
that object.
You can create data connection objects directly in the repository. Also, you can create data connection objects when
you are using a connector stage to import metadata by saving the connection details. This lesson shows you how to
create a data connection object directly in the repository.
Creating a data connection object

To create a data connection object:
Select the tutorial folder in the repository, right-click, and select New Other Data Connection from the shortcut
menu.
In the General page of the Data Connection window, enter name for Data Connect (for example, tutorial_connect) and
provide a short description and a long description of the object.
Open the Parameters page.
Click the browse button next to the Connect using Stage Type field.
In the Open window, open the Stage Types Parallel Database folder, select the ODBC Connector item and click
Open. The Connection parameters grid is populated and shows the connection parameters that are required by the
stage type that you selected.
Enter values for each of the Parameters as shown in the following table:
Table 9. Parameter values
Parameter name
Value
ConnectionString
Type the DSN name
Username
Type the user name for connecting to the
database by using the specified DSN
Password
Type the password for connecting to the
database by using the specified DSN.
Click OK.
In the Save Data Connection As window, select the tutorial folder and click
Save.
Lesson checkpoint
You learned how to create a data connection object and store the object in the repository.
Lesson 4.2: Importing column metadata from a database table

You can import column metadata from a database table and store it as a table definition object in the repository.
In Lesson 2.3, you learned how to import column metadata from a comma-delimited file. In this lesson, you will
import column metadata from a database table by using the ODBC connector. When you import data by using a
connector, the column definitions are saved as a table definition in the project repository and in the dynamic repository.
The table definition is then available to be used by other projects and by other components in the information
integration suite.
48
To import column metadata by using the ODBC connector:

Select Import Table Definitions Start Connector Import Wizard.
In the Data Source Location page of the Import Connector Metadata wizard, select the computer that hosts the database
from the Host name where database resides list.
Click the New location link.
In the Shared Metadata Management window, select your host name and click
Add new database.
In the Add new database window, type the name of the database that has been created on the relational database for
this exercise (ask your database administrator if you do not know the name of the database) and click OK, then click
Close to close the Shared Metadata Management window.
In the Data Source Location page, select the database from the Database name list and click Next.
In the Connector Selection page, select ODBC Connector from the list and click Next.
In the Connection details page, select your DSN from the Data source list and click the Load link.
In the Open window, open the tutorial folder, select the data connection object that you created in Lesson 4.1, and click
Open. The Data source, Username, and Password fields are populated with the corresponding data in the data
connection object.
Click the Test Connection link to ensure that you can connect to the database by using the connection details and then
click Next.
In the Filter page, select the schema from the Schema list (ask your database administrator if you do not know the
name of the schema) and click Next.
In the Selection page, select the tutorial table from the list and click Next.
In the Confirm import page, review the import details, and then click Import.
In the Select Folder window, select the tutorial folder and click OK.
The table definition is imported and appears in the tutorial folder. The table definition has a different icon from the
table definitions that you used previously. This icon identifies that the table definition was imported by using a
connector and is available to other projects and to other suite components.
Lesson checkpoint
You learned how to import column metadata from a database using a connector.
Lesson 4.3: Writing to a database

In Lesson 4.3, you will use an ODBC connector to write the BillTo data that you created in Module 3 to an existing
table in the database.
Double-check that your database administrator ran the scripts to set up the database and database table that you need to
access in this lesson. Also ensure that the database administrator set up a DSN for you to use for the ODBC connection.
Connectors
Connectors are stages that you use to connect to data sources and data targets to read or write data.
49
In the Database section of the palette in the Designer are many types of stages that connect to the same types of data
sources or targets. For example, if you click the down arrow next to the ODBC icon in the palette, you can choose to
add either an ODBC connector stage or an ODBC Enterprise stage to your job.
If your database type supports connector stages, use them because they provide the following advantages over other
types of stages:
Creates job parameters from the connector stage (without first defining the job parameters in the job properties).
Saves any connection information that you specify in the stage as a data connection object.
Reconciles data types between source and target to avoid runtime errors.
Generates detailed error information if a connector encounters problems when the job runs.
Creating the job

In this exercise, you will create a job to write to the database.
Create a job, name it ODBCwrite, and save it in the tutorial folder of the repository.
Open the File section of the palette and add a Data Set stage to your job. Name the stage BillToSource.
Open the Database section of the palette and add an ODBC Connector stage to your job. Position the stage to the right
of the Data Set stage and name the ODBC connector stage BillToTarget.
Link the two stages together, and name the link to_target.
Your job looks like the one in the following figure:
Configuring the Data Set stage

In this exercise, you will configure the Data Set stage to read the data set that you created in Lesson 3.4.
In this exercise, you will use the table definition that you imported in Lesson 4.2. Notice that the column definitions
are the same as the table definition that you created by editing the Transformer stage and Lookup stage in the job in
Lesson 3.4.
Double-click the BillToSource Data Set stage to open the stage editor.
Select the File property on the Properties tab of the Output page and set it to the data set that you created in Lesson 3.4.
Use a job parameter to represent the data set file.
50
In the Columns page, click Load.

In the Table Definitions window, open the tutorial folder, select the table definition that you created in
Lesson 4.2, and click OK. The columns grid is populated with the column metadata.
Configuring the ODBC connector

In this exercise, you configure the ODBC connector to supply the information that is needed to write to
the database table.
Double-click the BillToTarget stage to open the ODBC Connector. The connector interface is different
than the stage editors that you have used so far in this tutorial.
In the navigator area in the top left of the stage editor, click the stage icon to select it.
In the Properties tab of the Stage page, click Load.
In the Open window, open the tutorial folder and select the data connection object that you created in
Lesson 4.1. The Data Source, Username, and Password properties are the displayed values from the
data connection object.
In the navigator area in the top left of the stage editor, click the link to select it.
In the Properties tab of the to_target page, set the Write mode property in the usage category to Insert.
The Insert statement field under the SQL property is enabled.
Click the Build button next to the Insert statement field, and select Build new SQL (ODBC 3.52 core
syntax) from the menu. You use the SQL builder to define the SQL statement that is used to write the
data to the database when you run the job.
Configure the SQL builder:
In the Select tables area, open the tutorial folder, browse the icons that represent your database and your
schema, and select the table definition that you imported in Lesson 4.2.
Drag the table definition to the area to the right of the repository tree.
In the table definition, click Select All and drag all the columns to the Insert Columns area. The SQL
builder page should look like the one in the following figure:
51
Figure 17. SQL builder editor
Click the SQL tab to view the SQL statement; then click OK to close the SQL builder. The SQL statement is displayed
in the Insert statement field, and your ODBC connector should look like the one in the following figure:
52
Figure 18. ODBC Connector editor
Click OK to close the ODBC Connector.

Save, compile, and run the job.
You wrote the BillTo data to the tutorial database table. This table forms the bill_to dimension of the star schema that
is being implemented for the GlobalCo delivery data in the business scenario that the tutorial is based on.
Lesson checkpoint
You learned how to use a connector stage to connect to and write to a relational database table.
How to configure a connector stage
How to use a data connection object to supply database connection details
53
How to use the SQL builder to define the SQL statement by accessing the database.
Module 4 summary
In this module, you designed a job that writes data to a table in a relational database.
In lesson 4.1, you learned how to define a data connection object; in lesson 4.2, you imported column metadata from a
database; and in lesson 4.3, you learned how to write data to a relational database target.
Lessons learned
Load data into data targets
Use the Designer clients reusable components
54
Chapter 7. Module 5: Processing in parallel

Parallel jobs are scalable and can speed the processing of data by spreading the load over multiple processors.
When you design parallel jobs in the Designer client, you concentrate on designing your jobs to run sequentially,
unconcerned about how parallel processing is implemented. You specify the logic of the job, and InfoSphere DataStage
specifies the best implementation on the available hardware. However, you can exert more exact control on job
implementation.
In this module, you learn about how you can control whether jobs run sequentially or in parallel, and you look at the
partitioning of data.
Learning objectives
After completing the lessons in this module, you will know how to do the following:
How to use the configuration file to optimize parallel processing.
How to control parallel processing at the stage level in your job design.
How to control the partitioning of data so that it can be handled by multiple processors.
Prerequisites
You must be working on a computer with multiple processors.
You must have DataStage administrator privileges to create and use a new configuration file.
Lesson 5.1: Exploring the configuration file

In this lesson, the configuration file is the key to getting the optimum performance from the jobs that you design.
The shape and size of the computer system on which you run jobs is defined in the configuration file. When you run a
job, the parallel engine organizes the resources that the job needs according to what is defined in the configuration file.
When your computer system changes, you change the configuration file, not the jobs.
Unless you specify otherwise, the parallel engine uses a default configuration file that is set up when InfoSphere
DataStage is installed.
Opening the default configuration file

You use the Configurations editor in the Designer client to view the default configuration file.
To open the default configuration file:
1. Select Tools Configurations.
55
In the Configuration window, select default from the list. The contents of the default configuration file
are displayed.
Example configuration file

The following example shows a default configuration file from a four-processor SMP computer system.
{
node "node1"
{
fastname "R101" pools ""
resource disk "C:/IBM/InformationServer/Server/Datasets" {pools ""} resource scratchdisk
"C:/IBM/InformationServer/Server/Scratch" {pools ""}
}
node "node2"
{
fastname "R101" pools ""
resource disk "C:/IBM/InformationServer/Server/Datasets" {pools ""} resource scratchdisk
"C:/IBM/InformationServer/Server/Scratch" {pools ""}
}
}
The default configuration file is created when InfoSphere DataStage is installed. Although the system
has four processors, the configuration file specifies two processing nodes. Specify fewer processing
nodes than there are physical processors to ensure that your computer has processing resources available
for other tasks while it runs InfoSphere DataStage jobs.
This file contains the following fields:
node
The name of the processing node that this entry defines.
fastname
The name of the node as it is referred to on the fastest network in the system. For an SMP system, all
processors share a single connection to the network, so the fastname node is the same for all the nodes
that you are defining in the configuration file.
pools Specifies that nodes belong to a particular pool of processing nodes. A pool of nodes typically
has access to the same resource, for example, access to a high-speed network link or to a mainframe
computer. The pools string is empty for both nodes, specifying that both nodes belong to the default
pool.
resource disk
Specifies the name of the directory where the processing node will write data set files. When you create
a data set or file set, you specify where the controlling file is called and where it is stored, but the
controlling file points to other files that store the data. These files are written to the directory that is
specified by the resource disk field.
resource scratchdisk
Specifies the name of a directory where intermediate, temporary data is stored.
Configuration files can be more complex and sophisticated than the example file and can be used to tune
your system to get the best possible performance from the parallel jobs that you design.
56
Lesson checkpoint
In this lesson, you learned how the configuration file is used to control parallel processing.
You learned the following concepts and tasks:
About configuration files
How to open the default configuration file
What the default configuration file contains
Lesson 5.2: Partitioning data

When jobs run in parallel, data is partitioned so that each processor has data to process.
In the simplest scenario, do not worry about how your data is partitioned. InfoSphere DataStage can partition your data
and implement the most efficient partitioning method.
Most partitioning operations result in a set of partitions that are as near to equal size as possible, ensuring an even load
across your processors.
As you perform other operations, you need to control partitioning to ensure that you get consistent results. For
example, you are using an aggregator stage to summarize your data to get the answers that you need. You must ensure
that related data is grouped together in the same partition before the summary operation is performed on that partition.
In this lesson, you will run the sample job that you ran in Lesson 1. By default, the data that is read from the file is not
partitioned when it is written to the data set. You change the job so that it has the same number of partitions as there are
nodes defined in your system's default configuration file.
Viewing partitions in a data set

You need to be able to see how data in a data set is divided into partitions to determine how the data is being
processed.
This exercise teaches you how to use the data set management tool to look at data sets and how they are structured.
To see how data sets are structured:
Select Tools Data Set Management.
In the Select from server window, browse for the data set file that was written by the GlobalCo_BillTo.ds sample job in
Module 1 and click OK.
In the partitions section, the data was written to a single partition. The Data Set Management window should look like
the one in the following figure:
57
Figure 19. Data Set Management window
Click the disk icon in the toolbar to open the Data Set viewer and click OK.
View the data in the data set to see its structure.
Close the window.
Creating multiple data partitions
By default, most parallel job stages use the auto-partitioning method. The auto method determines the most
appropriate partitioning method based on what occurs before and after this stage in the data flow.
The sample job reads a comma-separated file. By default, comma-separated files are read sequentially and all their
data is stored in a single partition. In this exercise, you will override the default behavior and specify that the data
that is read from the file will be partitioned by using the round-robin method. The round-robin method sends the
first data row to the first processing node, the second data row to the second processing node, and so on.
58
To specify round-robin partitioning:

Open the sample job that you used in Module 1.
Open the GlobalCoBillTo_ds Data Set stage editor.
Open the Partitioning tab of the Input page.
In the Partition type field, select the round-robin partitioning method.
Compile and run the job.
Return to the data set management tool and open the GlobalCo_BillTo.ds data set. You can see that the data set now
has multiple data partitions. The following figure shows the data set partitions on the system.
Figure 20. Data Set Management window showing multiple partitions
Lesson checkpoint
In this lesson, you learned some basics about data partitioning.
How to use the data set management tool to view data sets
How to set a partitioning method for a stage
59
Lesson 5.3: Changing the configuration file

In this lesson, you will create a new configuration file and see the effect of running the sample job with the new
configuration file.
This lesson demonstrates that you can quickly change configuration files to affect how parallel jobs are run. When you
develop parallel jobs, first run your jobs and test the basic functionality before you start implementing parallel
processing.
Creating a configuration file

You use the configuration editor that you used in Lesson 5.1 to create a configuration file.
Select Tools Configurations to open the Configurations editor.
Select default from the Configurations list to open the default configurations file.
Click Save, and select Save configuration as from the menu.
In the Configuration name field of the Save Configuration As window, type a name for your new configuration. For
example, type Module5.
In the part of the configuration editor that shows the contents of the configuration file, click and drag to select all the
nodes except for the first node in your configuration file.
Delete the selected entries.
Click Check to ensure that your configuration file is valid. The configuration editor should resemble the one in the
following picture:
60
Figure 21. Configurations file editor
8. Click Save and select Save configuration from the menu.
Deploying the new configuration file

Now that you have created a new configuration file, you use this new file instead of the default file. You use the
Administrator client to deploy the new file. You must have DataStage Administrator privileges to use the
Administrator client for this purpose.
To deploy the new configuration file:

Select Start Programs IBM InfoSphere Information Server IBM InfoSphere DataStage and
QualityStage Administrator.
In the Administration client, click the Projects tab to open the Projects window.
In the list of projects, select the tutorial project that you are currently working with.
Click Properties.
In the General tab of the Project Properties window, click Environment.
In the Categories tree of the Environment variables window, select the Parallel node.
Select the APT_CONFIG_FILE environment variable, and edit the file name in the path name under the Value
column heading to point to your new configuration file. The Environment variables window should resemble the one
in the following picture:
61
Figure 22. Environment variables window
You deployed your new configuration file. Keep the Administrator client open, because you will use it to restore the
default configuration file at the end of this lesson.
Applying the new configuration file

Now you run the sample job again.
You will see how the configuration file overrides other settings in your job design. Although you previously
partitioned the data that is read from the GlobalCo_BillTo comma-separated file, the configuration file specifies that
the system has only a single processing node available, and so no data partitioning is performed.
To apply the configuration file:

Open the Director client and select the sample job that you edited and ran in Lesson 5.2.
Click
to reset the job so that you can run it again.
Run the sample job.

In the Designer client, open the data set management tool and open the GlobalCo_BillTo.ds data set. You see that the
data is in a single partition because the new configuration file specifies only one processing node.
Reopen the Administrator client to restore the default configuration file by editing the path for the
APT_CONFIG_FILE environment variable to point to the default.apt file.
Lesson checkpoint
You learned how to create a configuration file and use it to alter the operation of parallel jobs.
How to create a configuration file based on the default file.
How to edit the configuration file.
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How to deploy the configuration file
Module 5 summary
In this module, you learned how to use the configuration file to control how your parallel jobs are run.
You also learned how to control the partitioning of data at the level of individual stages.
Lessons learned
The configuration file
How to use the configuration editor to edit the configuration file
How to control data
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Tutorial
Parallel Job
Chapter 8. Tutorial summary

You completed your part of the GlobalCo/WorldCo merger project, and in doing so learned about basic parallel job
design skills.
Now that you have successfully completed the InfoSphere DataStage tutorial, you can complete the IBM InfoSphere
QualityStage tutorial. The InfoSphere QualityStage tutorial implements the standardization of customer information
and the removal of duplicate entries from the data.
Lessons learned
By completing this tutorial, you learned about the following concepts and tasks:
How to extract, transform, and load data by using InfoSphere DataStage.
Using the parallel processing power of InfoSphere DataStage.
How to reuse the job design elements
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Tutorial
Parallel Job
Appendix. Installing and setting up the tutorial

Before you can start the tutorial, you need to install some files and perform some setup tasks.
You need DataStage administrator privileges and Windows administrator privileges to perform some of the
installation and setup tasks. You need a higher level of system knowledge and database knowledge to complete the
installation and setup tasks than you need to complete the tutorial.
To install and set up the tutorial, complete the following tasks:
Creating a folder for the tutorial files
Creating the tutorial project
Copying the data files to the project folder or directory on page 68
Importing the tutorial components into the tutorial project on page 68
Creating a target database table on page 68
One of the following tasks:
Creating a DSN for the tutorial table on a Windows computer on page 69
Creating a DSN for the tutorial table on a UNIX or Linux computer on page 69
Creating a folder for the tutorial files

Create a folder on your InfoSphere DataStage client computer and copy the files from the installation CD to the
folder.
Insert the CD into the CD drive or DVD drive of the client computer.
Create a new folder on your computer (for example, C:\tutorial).
Copy the folder on the CD named \TutorialData\DataStage\ parallel_tutorial to the folder that you created on the
client computer.
Creating the tutorial project

Create a new project for the tutorial to keep the tutorial exercises separate from other work on InfoSphere DataStage.
You must have DataStage Administrator privileges.
Select Start Programs IBM InfoSphere Information Server IBM
InfoSphere DataStage and QualityStage Administrator
In the Administrator client window, click the Projects tab.
In the Projects page, click Add.

In the Name field, specify the name of the new project (for example, Tutorial)
Click OK.
Click Close to close the Administrator client.
The new project is created.
67
Copying the data files to the project folder or directory

Copy the tutorial data files from the tutorial folder on the client computer to the project folder or directory on the
computer that hosts the engine tier.
The engine tier might be on the same Windows computer as the clients, or it might be on a separate Windows, UNIX,
or Linux computer. When you created the project for the tutorial, you automatically created a folder or directory for
that project on the engine tier computer.
Open the tutorial folder that you created on the client computer and locate all the files that end with .csv:
v CustomerCountry.csv
SpecialHandling.csv
GlobalCo_BillTo.csv
Open the project folder on the server computer for the tutorial project that you created. The default path name for a
Windows server is c:\IBM\ InformationServer\Server\Projects\tutorial_project. The default path name for a UNIX
or Linux server is /opt/IBM/InformationServer/Server/Projects/ tutorial_project.
Copy the files from the tutorial folder on the client computer to the project folder on the server computer.
Importing the tutorial components into the tutorial project

Use the Designer client to import the sample job and sample table definition into the tutorial.
Select Start Programs IBM InfoSphere Information Server IBM InfoSphere DataStage and
QualityStage Designer.
Select the tutorial project from the Project list and then click OK. The Designer client opens and displays the New
window.
Click Cancel to close the New window because you are opening an existing job and not creating a new job or other
object.
Select Import DataStage Components.
In the Import from file field of the DataStage Repository Import window, type tutorial_folder\parallel_tutorial.dsx.
tutorial_folder is the name of the tutorial folder that you created on the client computer.
Select the Import all option.
Click OK. The Designer client imports the sample job and sample table definition into a repository folder named
tutorial.
Select File Exit to close the Designer client.
Creating a target database table

Create a table in the relational database that hosts the metadata repository for
InfoSphere DataStage.
Module 4 of the tutorial imports metadata from a table in a relational database and then writes data to the table.
InfoSphere DataStage uses a repository that is hosted by a relational database (DB2 by default) and you can create the
table in that database. There are data definition language (DDL) scripts for DB2, Oracle, and SQL Server in the tutorial
folder. To create the table:
68
Open the administrator client for your database (for example, the DB2 Control Center).
Create a new database named Tutorial.
Connect to the new database.
Run the appropriate DDL script to create the tutorial table in the new database. The scripts are in the tutorial folder and
are named as follows:
v DB2_table.ddl
Oracle_table.ddl
SQLserver_table.ddl
Close the database administrator client.
Creating a DSN for the tutorial table on a Windows computer

Create a DSN for the database table so that users of the tutorial can connect to the table by using an ODBC connection.
You define the DSN on the computer where the InfoSphere DataStage server is installed. The procedure on a Windows
computer is different from the procedure on a UNIX or Linux computer. You require administrator privileges on the
Windows computer.
To set up a DSN on a Windows computer:

Open the control panel and select Administrative Tools.
Select Data Sources (ODBC).
Select the System DSN tab.
In the System DSN page, click Add.
In the Create New Data Source window, select a driver for the database. A window opens that is specific to the driver
that you selected.
Specify the details that the driver requires to connect to the tutorial database. If you specified a user name and
password for the database, then the connection details include user name and password.
Creating a DSN for the tutorial table on a UNIX or Linux computer

Create a DSN for the database table so that users of the tutorial can connect to the table by using an ODBC connection.
You define the DSN on the computer where the engine tier is installed. The procedure on a UNIX or Linux computer is
different from the procedure on a Windows computer. To set up a DSN on a UNIX or Linux computer, you edit three
files:
dsenv
odbc.ini
uvodbc.config
The entries that you make in each file depend on the type of database. Full details are in the IBM InfoSphere
Information Server Planning, Configuration, and Installation Guide.
Appendix. Installing and setting up the tutorial
69
70
Tutorial
Parallel Job
Contacting IBM
You can contact IBM for customer support, software services, product information, and general information. You also
can provide feedback to IBM about products and documentation.
The following table lists resources for customer support, software services, training, and product and solutions
information.
Table 10. IBM resources
Resource
Description and location
IBM Support Portal

You can customize support information by
choosing the products and the topics that
interest you at www.ibm.com/support/
entry/portal/Software/
Information_Management/
InfoSphere_Information_Server
Software services
You can find information about software, IT,
and business consulting services, on the
solutions site at www.ibm.com/
businesssolutions/
My IBM
You can manage links to IBM Web sites and
information that meet your specific technical
support needs by creating an account on the
My IBM site at www.ibm.com/account/
Training and certification

You can learn about technical training and
education services designed for individuals,
companies, and public organizations to
acquire, maintain, and optimize their IT

skills at http://www.ibm.com/software/swtraining/
IBM representatives
You can contact an IBM representative to
learn about solutions at
www.ibm.com/connect/ibm/us/en/
Providing feedback
The following table describes how to provide feedback to IBM about products and product documentation.
Table 11. Providing feedback to IBM
Type of feedback
Action
Product feedback
You can provide general product feedback
through the Consumability Survey at
www.ibm.com/software/data/info/
consumability-survey
71
Table 11. Providing feedback to IBM (continued)

Type of feedback
Action
Documentation feedback
To comment on the information center, click
the Feedback link on the top right side of
any topic in the information center. You can
also send comments about PDF file books,
the information center, or any other
documentation in the following ways:
v
Online reader comment form:
www.ibm.com/software/data/rcf/
v
E-mail: comments@us.ibm.com
72
Accessing product documentation

Documentation is provided in a variety of locations and formats, including in help that is opened directly from the
product client interfaces, in a suite-wide information center, and in PDF file books.
The information center is installed as a common service with IBM InfoSphere Information Server. The information
center contains help for most of the product interfaces, as well as complete documentation for all the product modules
in the suite. You can open the information center from the installed product or from a Web browser.
Accessing the information center

You can use the following methods to open the installed information center.
Click the Help link in the upper right of the client interface.
Note: From IBM InfoSphere FastTrack and IBM InfoSphere Information Server Manager, the main Help item opens a
local help system. Choose Help > Open Info Center to open the full suite information center.
Press the F1 key. The F1 key typically opens the topic that describes the current context of the client interface.
Note: The F1 key does not work in Web clients.
Use a Web browser to access the installed information center even when you are not logged in to the product. Enter
the following address in a Web browser: http://host_name:port_number/infocenter/topic/
com.ibm.swg.im.iis.productization.iisinfsv.home.doc/ic-homepage.html. The host_name is the name of the services
tier computer where the information center is installed, and port_number is the port number for InfoSphere
Information Server. The default port number is 9080. For example, on a Microsoft Windows Server computer
named iisdocs2, the Web address is in the following format: http://iisdocs2:9080/infocenter/topic/
com.ibm.swg.im.iis.productization.iisinfsv.nav.doc/dochome/ iisinfsrv_home.html.
A subset of the information center is also available on the IBM Web site and periodically refreshed at
http://publib.boulder.ibm.com/infocenter/iisinfsv/v8r5/ index.jsp.
Obtaining PDF and hardcopy documentation

PDF file books are available through the InfoSphere Information Server software installer and the distribution media.
A subset of the PDF file books is also available online and periodically refreshed at www.ibm.com/support/
docview.wss?rs=14&uid=swg27016910.
You can also order IBM publications in hardcopy format online or through your local IBM representative. To order
publications online, go to the IBM Publications Center at www.ibm.com/shop/publications/order.
73
Providing feedback about the documentation

You can send your comments about documentation in the following ways:
Online reader comment form: www.ibm.com/software/data/rcf/
E-mail: comments@us.ibm.com
74
Product accessibility
You can get information about the accessibility status of IBM products.
The IBM InfoSphere Information Server product modules and user interfaces are not fully accessible. The installation
program installs the following product modules and components:
IBM InfoSphere Business Glossary
IBM InfoSphere Business Glossary Anywhere
IBM InfoSphere FastTrack
IBM InfoSphere Information Analyzer
IBM InfoSphere Information Services Director
IBM InfoSphere Metadata Workbench
IBM InfoSphere QualityStage
For information about the accessibility status of IBM products, see the IBM product accessibility information at
http://www.ibm.com/able/product_accessibility/ index.html.
Accessible documentation
Accessible documentation for InfoSphere Information Server products is provided in an information center. The
information center presents the documentation in XHTML 1.0 format, which is viewable in most Web browsers.
XHTML allows you to set display preferences in your browser. It also allows you to use screen readers and other
assistive technologies to access the documentation.
IBM and accessibility

See the IBM Human Ability and Accessibility Center for more information about the commitment that IBM has to
accessibility:
75
76
Tutorial
Parallel Job
Notices and trademarks

This information was developed for products and services offered in the U.S.A.
Notices
IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local
IBM representative for information on the products and services currently available in your area. Any reference to an
IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may
be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property
right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM
product, program, or service.
IBM may have patents or pending patent applications covering subject matter described in this document. The
furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing,
to:
IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785 U.S.A.
For license inquiries regarding double-byte character set (DBCS) information, contact the IBM Intellectual Property
Department in your country or send inquiries, in writing, to:
Intellectual Property Licensing
Legal and Intellectual Property Law
IBM Japan Ltd.
1623-14, Shimotsuruma, Yamato-shi
Kanagawa 242-8502 Japan
The following paragraph does not apply to the United Kingdom or any other country where such provisions are
inconsistent with local law:
INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS"
WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED
TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain
transactions, therefore, this statement may not apply to you.
This information could include technical inaccuracies or typographical errors. Changes are periodically made to the
information herein; these changes will be incorporated in new editions of the publication. IBM may make
improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without
notice.
Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner
serve as an endorsement of those Web
77
sites. The materials at those Web sites are not part of the materials for this IBM product and
use of those Web sites is at your own risk.
IBM may use or distribute any of the information you supply in any way it believes
appropriate without incurring any obligation to you.
Licensees of this program who wish to have information about it for the purpose of enabling:
(i) the exchange of information between independently created programs and other programs
(including this one) and (ii) the mutual use of the information which has been exchanged,
should contact:
IBM Corporation
J46A/G4
555 Bailey Avenue
San Jose, CA 95141-1003 U.S.A.
Such information may be available, subject to appropriate terms and conditions, including in
some cases, payment of a fee.
The licensed program described in this document and all licensed material available for it are
provided by IBM under terms of the IBM Customer Agreement, IBM International Program
License Agreement or any equivalent agreement between us.
Any performance data contained herein was determined in a controlled environment.

Therefore, the results obtained in other operating environments may vary significantly. Some
measurements may have been made on development-level systems and there is no guarantee
that these measurements will be the same on generally available systems. Furthermore, some
measurements may have been estimated through extrapolation. Actual results may vary.
Users of this document should verify the applicable data for their specific environment.
Information concerning non-IBM products was obtained from the suppliers of those products,
their published announcements or other publicly available sources. IBM has not tested those
products and cannot confirm the accuracy of performance, compatibility or any other claims
related to non-IBM products. Questions on the capabilities of non-IBM products should be
addressed to the suppliers of those products.
All statements regarding IBM's future direction or intent are subject to change or withdrawal
without notice, and represent goals and objectives only.
This information is for planning purposes only. The information herein is subject to change
before the products described become available.
This information contains examples of data and reports used in daily business operations. To
illustrate them as completely as possible, the examples include the names of individuals,
companies, brands, and products. All of these names are fictitious and any similarity to the
names and addresses used by an actual business enterprise is entirely coincidental.
COPYRIGHT LICENSE:
This information contains sample application programs in source language, which illustrate
programming techniques on various operating platforms. You may copy, modify, and
distribute these sample programs in any form without payment to
78
IBM, for the purposes of developing, using, marketing or distributing application programs
conforming to the application programming interface for the operating platform for which the
sample programs are written. These examples have not been thoroughly tested under all
conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of
these programs. The sample programs are provided "AS IS", without warranty of any kind.
IBM shall not be liable for any damages arising out of your use of the sample programs.
Each copy or any portion of these sample programs or any derivative work, must include a
copyright notice as follows:
(your company name) (year). Portions of this code are derived from IBM Corp. Sample
Programs. Copyright IBM Corp. _enter the year or years_. All rights reserved.
If you are viewing this information softcopy, the photographs and color illustrations may not
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IBM, the IBM logo, and ibm.com are trademarks of International Business Machines Corp.,
registered in many jurisdictions worldwide. Other product and service names might be
trademarks of IBM or other companies. A current list of IBM trademarks is available on the
Web at www.ibm.com/legal/copytrade.shtml.
The following terms are trademarks or registered trademarks of other companies:
Adobe is a registered trademark of Adobe Systems Incorporated in the United States, and/or
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Corporation in the United States, other countries, or both.
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Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United
States, other countries, or both.
The United States Postal Service owns the following trademarks: CASS, CASS Certified,
DPV, LACSLink, ZIP, ZIP + 4, ZIP Code, Post Office, Postal Service, USPS
and United States Postal Service. IBM Corporation is a non-exclusive DPV and LACS Link
licensee of the United States Postal Service.
Other company, product or service names may be trademarks or service marks of others.
Notices and trademarks
79
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Parallel Job
Tutorial
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