Steps Involved in building an ETL process

1. Create Source Definition

2. Create Target Definition
3. Design Mapping with or without Transformation Rule
4. Create Session for each Mapping
5. Create Workflow
6. Execute Workflow
Prerequisites:
1. Creation of User Accounts

Username: scott
Passwor: tiger

EMP

Username: batch7
Password: target

Emp

DEPT
BONUS

Source DB

Process
1. Create User in Oracle (It can be any database)
a) StartProgramOracleApplication DevelopmentSQL*PLUS
b) Login with
Username: system
Password: manager
Host String: ORCL
SQL> CREATE USER BATCH7 IDENTIFIED BY target;
SQL> GRANT DBA TO BATCH7;

Target DB

SQL> CONNECT BATCH7/target@ORCL;

SQL> CREATE TABLE DIM_EMP
( EMPNO NUMBER(5) PRIMARY KEY,
ENAME VARCHAR2 (10),
SAL NUMBER(7,2),
DNO NUMBER(3) );
2. Create the ODBC connection
An ODBC is a middleware or an interface which provides an access to the databases..
StartSettingControl PanelPerformance & MaintenanceAdministrative
tools Data Source (ODBC)
For Stand alone PC set USER DSN
For PC on Network:Select SYSTEM DSN tabClickAdd
-- Now the Create New Data Source Window will appear
Select the driver Oracle in oradb10g_home (For 9i Oracle in OraHome90)
ClickFinish
-- Now the Oracle ODBC driver Configuration window will appear
Data Source Name: Batch7_Source_Oracle
TNS Service Name: ORCL
USER ID: scott
ClickTest connection give password (tiger)
A message will appear CONNECTION SUCCESSFUL It means now your user
Scott is connected through ODBC. Otherwise check the configuration setting again
and do it properly.

** One more ODBC connection required for target similarly create an ODBC
connection name with BATCH7_TARGET_ORACLE by repeating the same process
explained above but here the username will be BATCH7 which you have created with
password target.
3. Starting Services
For Starting Services you can use MSCONFIG command on RUN prompt a window
will appear in that choose services. Or you can find Services in
control panelAdministrative tool.
Start these two services:

1. Informatica orchestration server

2. Informatica services 8.6.0
4. Creation of Folder
Process
1.

StartProgramInformatica PowerCenter 8.6.0PowerCenter Repository

Manager.

2.

From Repository Navigator pane Select Repository (nipuna_rep)Right

Clickconnect (you can also go through the Repository menu)

3.

Enter the Login Details such as username, password (Administrator,

Administrator)connect

4.

Folder menuCreate

5.

Enter the Folder details (Name)

**

Now every thing is completed for creation of Mappings. Now follow the steps
described earlier for creating mapping.
Step 1: Creation of Source Definition
A source definition is created using Source Analyzer Tool in the designer client
component.
Process
1. StartProgramInformatica PowerClientClientPowreCenter Designer
** Now you are at Designer component window.
2. ConnectRepositorySelect desired folder
3. Tools menuSource Analyzer
4. Sources menuImport from database
** An Import Tables window will appear
Connect to the database with the following details
ODBC data source- Give the connection name you had given earlier while creating your
ODBC connection.
Username: SCOTT
Ownername: SCOTT
Password: tiger
Click Connect
Select desired tables you want to be as a source definitionOK

Repository menuSave
**Now your Source Definition has been created and saved in repository.
Step 2: Create Target Definition
Target Definition can be created using Target Designer Tool in the Designer client
Component.
Procedure
1. Tool menuTarget Designer
2. Source menuImport from database
Connect to the database with following details:
ODBC data source
Username
Password
ClickConnect
Select TablesOK
Repository menuSave
Step3: Design a mapping without Transformation Rule
** A mapping without Transformation Rule called Simple Pass Mapping.
A Mapping is created using mapping designer tool. Every mapping is uniquely identified
by name.
Procedure
1. Tools menuMapping Designer
2. Mapping MenuCreate
3. Enter the Mapping NameOK
4. From repository navigator pane drag the source (EMP) and Target (Dim_Emp)
table definition; drop on mapping designer work space.
5. From Source_Qualifier (SQ_EMP) connect column to the corresponding columns
in the target table definition by just dragging. (You can also use auto connect)
6. Repository menuSave
Note: Every source table definition by default associates with source qualifier
transformation.

The source qualifier transformation prepares an SQL statement which is used for
extraction by integration service.

Step 4: Creation of Session

Process
1. Open the client workflow manager
2. ConnectRepository
3. SelectFolder(your folder from Repository pane)Tool menuTask Developer
4. Task MenuCreate
5. SelectTask type sessionEnter the nameClickCreate
6. SelectMappingOK
7. ClickDone

**

Creation of Source Connection:- (This connection is required for extraction and

loading of actual data. Earlier connection ODBC which you made is only for extracting
the structure of the table.)
Connection menuRelational
FromlistOracleNewEnter the Details
Name-BATCH7PM_SRC
Username- scott
Password-tiger
Connect String-ORCL
** Similarly create target connection following the above stated process.
8. Double ClickSession(S_simplepass)Mapping tab
9. From left paneSQ_EMPSet Connection with the value which you have
created for the Extraction connection name
10. Repeat the processDim_employeeSet Connection
11. From propertiesset Target load type NormalApplyOK
12. RepositorySave
Step 5: Creation of Workflow
Process
1. Tool menuWorkflow Designer
2. Workflow menuCreate
3. Enter the Workflow name (WKF_simplepass)

4. From repository Navigator window expandSession sub folderDrag the

session, drop beside the workflow
5. From Task menuLink taskDrag the link from workflow, drop on session
6. Repository menuSave
Step 6: Executing Workflow
Process
1. Workflow menuStart Workflow

** Now Start the Workflow Monitor to view your workflow status.

** There is an option in the Informatica PowerCenter in which you can create the target
definition manually to the Target Database.
Target DefinitionManual Approach
Process
1. Tools menuTarget Designer
2. Target menuCreate
3. Enter the Target Table nameselect Database type (Oracle)CreateDone
4. Double ClickTarget DefinitionColumn Tab from toolbarAdd new column
The column Structure will look like this
Column name

Data Type

Precision

Scale

DEPTNO

Number(p,s)

DNAME

Varchar2

10

Not A key

SUMSAL

Number(p,s)

Not A key

5. ClickOkDone
6. Target menuGenerate/Execute SQL
7. ClickConnectGive the Information
ODBC Data source
Username
Password
8. ClickConnect

Not Null

Key Type
Primary key

9. Select Create TableGenerate/ExecuteClose

Transformation
1. (Filter, Rank, Expression)
DFD
Emp
14 Rows

SQ_EMP
14 Rows

Dept = 30
14 (I)

Top 3
6(O)

6(I)

Tax (Sal*.10)
3(O)

3(I)

T_Emp
3(O)

Business Logic: Calculate the Tax for top 3 employees of department number 30
Ans: First we use the Filter transformation to filter the data of department number 30
only, then Rank transformation to take the top 3 employees from department number 30
and at last Expression transformation to calculate the Tax for each employee.
Procedure
1. Create the Source Definition Emp
2. Source AnalyzerCreate Target DefinitionEmp_tax_cal
3. Create MappingName M_tax_cal Drop source & target definition onto the
mapping designer workspace.
4. Transformation Menu CreateSelect Transformation type FilterEnter the
nameCreatedone
-- Repeat the same process to add Rank & Expression Transformation.
5. From SQ_EmpCopy the required ports to the filter transformation.
6. Double clickFilter TransformationProperties tab Set
Filter Condition DEPT = 30
7. Click ApplyOk
8. From Filter Transformation copy the port to a Rank Transformation.
9. Double clickRank Transformation Port tabSet
For a port name SALRank Port
10. SelectProperties TabSet
Top/Bottom Top
Number of Ranks3
11. From Rank Transformation copy the port to an Expression Transformation.
12. Double clickExpression TransformationPort tab
13. From tool barAdd new PortSet
Port Name=Tax

Data Type=Decimal
Precision=7
Scale=2
UncheckInput Port (I)
Expression SAL * 0.15
14. Click ApplyOk
15. From Expression Transformation connect the ports to the Target Definition.
16. Repeat the process of creation of workflow and execute the workflow.
2. Sorter, Aggregator, Lookup
DFD

Lookup T/R
Dept Table
-Deptno
-Deptname
-Location

Emp

SQ_EMP

-Emp
-Ename
-Sal
-Deptno

Sorter T/R
-Sal
-Deptno (Key)

Aggregator T/R
-Deptno
-Sal (I)
-Sumsal (O)
-sum(Sal)

Emp_Sum
-Deptno
-Dname
-Sumsal

Business Logic: Calculate the total Salary Paid for each department
Ans: Sorter transformation is used for better performance of Aggregator transformation,
and grouping the data department wise, aggregator transformation aggregate the salary
(Sum) department wise. There is Dname port is in the target table but Dname is not in the
Emp table so, we used the Lookup Transformation to get the Dname from Department
table. (Emp.deptno=Dept.deptno)
Procedure
1.
2.
3.
4.
5.

Create the Source and Target Definition

Create the mapping with name M_LKP
Drop the Source & Target Definitions
Create the Transformation type Sorter and Aggregator.
From SQ_EMP copy the port (Dept, Sal) to Sorter Transformation

6. Double clickSelect Port tabfor port name Deptno check, key

checkboxapplyok
7. From Sorter Transformation copy ports to aggregator transformation
8. Double click on aggregator transformationSelect port tabfor a port name
deptnocheck group by checkbox
9. From a port name SAL uncheck output port (O)
10. From toolbar add new port
Port name DataType
P S I O
V
Expression
Sumsal
decimal
7 2

sum(sal)
11. Select the properties tab select a sorted inputclick applyOK
12. From aggregator connects the port to the target definition.
13. Transformation menuCreatelookup transformationName
LKP_SRCCreate
14. Select the tab Sourceselect the source table Dept definition ok
15. From aggregator transformation copy the port Deptno to the lookup
transformation double click on lookup transformation
16. Select the condition tab from a toolbar click on add a new condition.
Lookup table column
Operator Transformation Port
Deptno
=
Deptno1
17. ClickapplyOK
18. From lookup transformation connect the Dname port to the target.
19. ClickRepository menusave
20. Repeat the process of creation of session and workflow and run the workflow.
Note: - Lookup Transformation supports both Equi-Join and Non-Equijoin.
3. Joiner Transformation
DFD
Emp
-Empno
-Ename
-Job
-Sal
-Deptno
Dept
-Deptno
-Dname
-Location

Joiner
Transformation

Emp_Dept
-Empno
-Ename
-Job
-Sal
-Deptno
-Dname
-Location

Business Logic Merge the table Emp and Dept

Ans: Use Joiner transformation copy the ports from the both Emp and Dept table to
joiner transformation. Set the condition on the port which is available in both tables
just like equi-join (deptno).
Procedure
1. Create Source and Target definition
2.
3.
4.
5.

Create MappingNameM_DATA_JOIN
Drop source and Target Definition
Create the transformation type joiner
From SQ_EMP copy the following ports to the joiner transformation (Empno,
ename job, sal, deptno)
6. From SQ_DEPT copy the following ports to joiner transformation (Deptno,
Dname, Location)
7. Double click on joiner transformationCondition tabFrom toolbar Add new
condition
Master
Operator
Detail
Deptno1 =
Deptno
8. Clickapplyok
9. From joiner transformation connect to the port to target definition.
10. Repeat the process for creating session & workflow and run the workflow
Router Transformation

Sales

Sales_SQ

Router Transformation
Input
State=HR
State=DL
State=KA
Default

State HR
State DL
State KA
Default

Business Logic: Divide the Emp table records Department wise.

Ans: For this we will use Router Transformation because this takes one input and
provides multiple outputs. Connect the target table through the every distinct department
groups of output port in the Router transformation.
Procedure

1. Create Source and Target Definition

2. Create mapping with name M_Router
3. Drag and drop the source and target definition on to the mapping designer work
space.
4. Create Router Transformation from transformation menu.
5. Copy all the port from Source Qualifier to Router transformation
6. Double click Router TransformationGroup tabAdd new Group from toolbar
Group Name

Group Filter Condition

Dept 10

Deptno=10

Dept 20

Deptno=20

Dept 30

Deptno=30

7. ClickApplyOk
8. Copy ports from Dept 10 Group to Emp_dept 10 Target. (Repeat the process for
Dept 20 and Dept 30 group)
9. Click Repository menuSave
10. Repeat the process for creating session and workflow and run the workflow.
Union Transformation
Note: All the sources should have the same structure.

Emp

SQ_Emp

Output
Emp_Union
Group 1

Employees

Employees_SQ

Group 2

Business Logic: Merge two table Emp and Employees table into one table Emp_Union
Ans: For this we will use Union Transformation It takes multiple inputs and provides one
output. But the various sources should have the same structure. Connect the target table
through single output port of the Union transformation.
Procedure
1. Import metadata of Emp and Employees from source database using Source
Analyzer.

2. Create Target table Emp_Union

3. Create a mapping with the name M_Union
4. Drag and Drop the Source and Target Definition on the mapping designer
workspace.
5. Create Union Transformation with name Emp_Union
6. Double Click on Union TransformationGroup tabAdd new groupName the
group Emp and Employees
7. Group port tabAdd new port
Name

Datatype

Precision

Scale

Empno

decimal

Ename

String

10

Job

String

10

8. Copy ports SQ_Emp to Emp Group

9. Copy ports Employees_SQ to Employees group
10. Copy the ports from output group to target (Emp_Union)
11. Repeat the Process of creating Session and workflow and Run the workflow.
Stored Procedure Transformation
Create the following stored procedure in the database.
Create procedure Annual_tax
(Sal In Number,
Tax Out Number)
IS
Begin
Tax := Sal*0.15;
End;
Business Logic: Calculate the Annual Salary of the employee for the new column tax in
the target table.
Ans: For calculating the annual tax this time we will use stored procedure transformation.
Because by this the overheads of the Integration service will be reduced and the
performance will be increased.
Procedure
1. Create Source and Target Definition
2. Create the mapping with the name M_StoredP

3. Drop the source and target definition on to the Mapping designer Workspace.
4. Create the transformation type stored procedure
5. Give the ODBC Connection to run the stored procedure according to its place
means whether it is in Source database or Target database.
If the Stored procedure is in the target database, then nothing to configure
additional settings otherwise do the additional settings as follows:
6. Double Click Stored procedure Properties TabSet the Connection
InformationAs per your Relational connection name for source.
7. While Configuring the mapping in the session for connection set the connection
for transformation alsoAs per your Relational Connection name for source.
8. From SQ_Emp Connect the SAL port to the stored procedure transformation.
9. From stored procedure connect the TAX port to the target definition.
10. From SQ_Emp connect the remaining ports to target definition.
11. Click Repository menuSave
12. Repeat the process for session & Workflow and Run the workflow.
Source Qualifier Transformation
In this transformation we generally do the changing in the SQL code of the Source
Qualifier.
Business Logic: Load the data of employees in the target those belongs to only
department number 20 and 30 and records should be sorted by their salary in ascending
order.
Ans: Earlier we did this by the filter transformation but now we will do this by source
qualifier transformation. It will certainly increase the efficiency of the Integration
Service.
Procedure
1. Create Source and Target Definition
2. Create Mapping with a name M_Source_filter
3. Drop the source and target definition on the mapping designer window.
4. From SQ_Emp connect the required port to the Target table just like simple pass.
5. Double click SQ_EmpProperties tabSet the value for Number of sorted
ports=1 Set the value for sql query as SELECT EMP.EMPNO,
EMP.ENAME, EMP.SAL, EMP.DEPTNO
FROM EMP
WHERE DEPTNO IN (20, 30)
ORDER BY EMP.SALclick Generate SQLClick ApplyOk

** Here you can also set properties for you query such as Distinct by check the
checkbox of Distinct.
** By default the order by clause will be imposed on empno because you had set value
for number of sorted port =1 the integration service take it sequentially from empno if
you would choose value 2 then it will take to port empno and ename so you must do
changes in the SQL query according to your requirements.
Note: If you will set the value for sql query without connecting to target port you will get
error message, so connect to the target port from SQ_Emp first.
6. Repeat the process for creating session and workflow and Run the workflow.
User Define Join in Source Qualifier Transformation
User defined joins possible in the source qualifier only when the two sources are belongs
to same database user account or schema.
Business Logic: Join two tables Emp and Dept to get the Department name and Location
from Dept table for each employee in the Emp table.
Ans: Instead of using joiner transformation we will use User Defined Join option in
source Qualifier because both table are in the same schema of scott. It will certainly
increase the performance measure also.
Procedure
1. Create the source and target definition
2. Create a mapping with the name M_Source_join
3. Drag and Drop the source and Target definition on to the mapping designer
workspace.
4. From source qualifier connects the port to the target definition.
5. Double click on source qualifier Properties Tab Set the value for User
defined join Emp.Deptno=Dept.Deptno
6. Click ApplyOk
7. Repository menuSave
8. Repeat the process for creating session and workflow and run the workflow.

Mapplet
A mapplet is reusable metadata object created with business logic using set of
transformation.
Procedure
1. Tool menuMapplet Designer
2. Mapplet menuCreateGive the name of the mapplet

3. Transformation menuCreateMapplet InputEnter the proper

nameCreateDone
4. Transformation menuCreateMapplet InputEnter the proper
nameCreateDone
5. Create the Filter Transformation and Expression Transformation.
6. Double ClickMapplet Input TransformationPort tabCreate desired
portsOk
For Exercise (Empno, Ename, Job, Sal, Deptno)
7. From Mapplet Input Copy the port to Filter TransformationChange the data
type, precision, Scale for the required portDefine filter condition Deptno=20
or Deptno=30
8. From Filter Transformation copy the port to expression transformation.
9. Create an output port with the name TAX, Uncheck the input port checkbox from
properties & develop the expression with the following syntax
IFF(SAL>2000, SAL*15, SAL*20)
10. From Expression Transformation copy the ports to mapplet output transformation.
11. Repository menuSave
Design a Mapping with Mapplet
Business logic: Create a mapping for extraction and loading the data from table emp for
those employee whose belongs to department number 20 or 30 and also calculate their
annual tax.
Ans: We will use mapplet that we have just created in the above exercise because we
have already implemented this business logic into creating mapplet.
Procedure
1. Create Source and Target Definition
2. Create a mapping with name M_Mapplet
3. Drop the source and target definition onto the mapping designer workspace.
4. From mapplet subfolder drag the mapplet drop beside the source qualifier.
5. From SQ_Emp connect the ports to mapplet input and from mapplet output
connect the ports to target definition.
6. Repository menuSave
7. Repeat the process for creating the workflow and Run the workflow.
Constraint Based Load Ordering

A CBL is specified when you want to load the data into snowflake dimension, which are
having primary and foreign key relationship.
Exercise: Using CBL load the data into dimension named DEPT and EMP in which
deptno is primary key in the DEPT table and Foreign key in the EMP table.
Procedure
1. Create Source and Target Definition
2. Create Mapping with the name M_CBL
3. Drag and Drop the source and target definition on to the mapping working space
4. From SQ_Emp_dept connect the port to the target definition.
5. Create a session with name S_CBL
6. Double clickSessionConfig object tabCheck Constraint Based Load ordering
7. SelectMapping tabSet the source and each target connection relation
typeapplyOk
8. Repeat the process for creating workflow and Run the workflow.
Scheduling Workflow
A schedule specifies the data and time to run the workflow.
Procedure
1. From the workflow managerTool menuWorkflow DesignerCreate
Workflow
2. Select scheduler tabSelect Reusable Radio buttonSet the values for scheduler
For Run Option
Run on Integration service Initialization
Schedule option Select Run Everyday
Select End OptionForever
Set the start date and time
3. ClickApplyOk
4. Repeat the Rest of the process of creating workflow.
Working with Flat files
Procedure
Step 1Creation of Source Definition
i)

Tool menuSource AnalyzerSources menuImport from file

ii)

Browse the location of flat fileSelect the fileOk

iii)

In the pop-up window do these settings

a) Select Flat File TypeDelimited

b) Select (Check) Import field name from the first lineClickNext
c) Select delimiter typeNext
d) If required alter the data type for source definitionFinish
iv)

Repository menuSave

Step 2 Create the target definition in the target database and repeat the process for
target definition
Step 3 Create MappingGive proper name From Source Qualifier connect the
ports to the target definition.
Step 4 Create a sessionGive the proper name
Step 5 Double click session Mapping tabSelect SQ_Customer from left
paneSet the attribute as follows
Attributes

Values

Source File Directory

D:\Flatfiles

Source File Name

Customer.txt

Source File Type

Direct

Step 6 Set the target setting for loading as usual with relational connection.
Step 7Repeat the process for creating workflow and run the workflow.
Direct and Indirect Communication of Integration Service with Source File type
Integration Service
Direct
C:\Flatfile\Customer.txt

Integration Service
Indirect
List of files
Path:D:\Files\Cust.txt
File Name: Cust.txt
C:\Flatfiles\Customer.txt
D:\Customer\Cust1.txt
D:\Sales\Customer.txt

Working with File List

A File list is a list of flat files with the same data definition, which needs to be
merged with source file type as indirect.
Note: A file list works only when the entire flat files having the same data definition.
Procedure
1. The all processes are same except you have to set the session attribute value for
Source File Type as Indirect.
XML Source Qualifier Transformation
We use XML Source Qualifier Transformation to read the data from XML files.
Every XML Source definition by default associates with XML Source Qualifier
Transformation.
Procedure
1. Create source definition Emp.xml
2. Tool menuSource AnalyzerSource menuImport xml definition
3. Browse the location for xml fileselect fileOpenOk
4. A window will pop-up for settingsClickNextSelect Option
i. Hierarchy Relationship
ii. Denormalized xml viewsFinsih
5. Repository menuSave
6.
7.
8.
9.

Create target definitionEmp_xml

Create mapping with giving proper name.
Drag and Drop the source and target definition to the mapping workspace.
From XML_SQ connect the ports to the target definition.

10. Create SessionS_XML

11.

Double click sessionMapping tabfrom left pane select XML source

qualifierIn properties section set the following attributes.
Source File Directory D:\XML Files
Source File NameEmp.xml

Source File Type Direct

12. Repeat the process for target relational connection, and creating workflow
and run the workflow.
Normalizer Transformation
Normalizer transformation functions like a source qualifier while reading the data from
COBOL sources.

Use normalizer transformation to convert a single input record from source into multiple
output data records. (This process is known as data pivoting)
Process
1. Create Source and Target definition
2. Create a mapping with nameM_Pivot
3. Drop the source and target definition to the mapping working space.
4. Create transformation type Normalizer
5. double clickNormalizer TransformationNormalizer tabAdd new column
Column Name
Level
Occurs
Datatype
P
S
Year
0
0
Number
4
0
Account
0
0
String
10
0
Amount
0
3
Number
7
2
6. ClickApplyOk
7. From Source Qualifier connect the port to normalizer transformation
8. From Normalizer transformation connect to target definition (GCIDMonth)
9. Repository menusave
10. Repeat the process for session & workflow and run the workflow.
GCID Generated Column ID / Global Column ID
Transaction Control Transformation
Type of active transformation which allow to control the transaction by set of commit and
rollback condition.
Business Logic: Commit only those employees information whose belongs to department
number 20.
Ans:- Use Transaction control transformation and give the condition.
IFF(DEPT=20 TC_COMMIT_AFTER, TC_ROLLBACK_AFTER)
Process
1. Create Source and Target definition
2. Create the mapping with name M_TCT
3. Drag & Drop the source and target definition at mapping designer workspace.
4. Create transformation typeTransaction control
5. Copy ports from SQ_Emp to Transaction Control Transformation
6. Copy the ports from Transaction Control Transformation to Target table
7. Double ClickTransaction Control TransformationSelect Transaction Control
Transformation ConditionGive the condition

IFF(DEPT=20 TC_COMMIT_AFTER, TC_ROLLBACK_AFTER)

To select predefined variableClick on variable built in folder.
Slowly Changing Dimension-type2 (Type2 Mapping)
SCD Type 2 Complete history + Current Data
Process
1. Source Definition Emp Table
2. Target Definition (Emp_type2) (Empkey, Empno, Ename, Sal, Version)
3. Drag and Drop the source and target definition on mapping designer workspace.
Note: Drop the Target Definition twice on the mapping designer workspace
4. Create a lookup transformation to perform a lookup on target table.
5. From SQ_Emp copy the port Empno to the lookup transformation and make it
port type input only.
6. Double click on the lookup transformationSelect the condition tabadd new
conditionSet condition as follows
Lookup table condition
Operator
Transformation Port
Empno
=
Empno1
7. Select the properties tabSet the following properties
Transformation Attribute
Value
Lookup policy on multiple match
Use last value
8. Create Expression Transformation
9. From SQ_Emp copy (empno, ename, sal) ports to expression transformation
10. From lookup transformation copy (empkey, sal1, version) ports to expression
transformation
11. Rename the ports which are copies from lookup transformation for better
understanding as (TRG_EMPKEY, TRG_SAL, TRG_VERSION)
12. In expression transformationCreate two output ports with name
NEW_RECORD and UPDATE_RECORD and develop the following expression
NEW_RECORD ISNULL(TRG_EMPKEY)
UPDATE_RECORD NOT ISNULL(TRG_EMPKEY) AND (SAL!=TRG_SAL)
13. ClickApplyOk
Defining New Record data flow
14. Create transformation type Filter, Sequence Generator, Expression and Update
Strategy.

15. From expression transformation copy (Empno, Ename, Sal, New_Record) ports to
Filter transformation.
16. Double clickFilter TransformationProperties Tab

Transformation Attribute

Value

Filter Condition

New_Record

17. From filter transformation copy the (Empno, Ename, Sal) ports to expression
transformation
18. From Sequence Generator transformation copy the Next_Val port to expression
transformation
19. Double clickExpression TransformationPort TabFor port Next_Val select
only input portAdd new port
Port Name

Datatype

Precision

Scale O

Expression

S_key

Decimal

Next_Val * 100

Version

Decimal

20. ClickApplyOk
21. From Expression Transformation copy the (S_key, Empno, Ename, Sal, Version)
ports to an update strategy transformation
22. Double ClickUpdate Strategy transformationProperties tab
Transformation Attribute

Value

Update Strategy Expression

DD_INSERT

23. From Update Strategy connect the ports to the first target definition
Defining Update Record Data Flow
24. Create the transformation type Filter, Expression, Update Strategy
25. From Expression Transformation copy (Empno, Ename, Sal, TRG_Empkey,
TRG_Version, Update_Record) ports to Filter Transformation
26. Double Click Properties tab
Transformation Attribute

Value

Filter Condition
Update_Record
27. From Filter Transformation copy (Empno, Ename, Sal, TRG_Empkey,
TRG_Version) ports to the Expression Transformation
28. Double ClickExpression TransformationPort TabUncheck the output ports
for a port name i. TRG_Emp ii. TRG_Version

29. ToolbarAdd new port

Port Name

Datatype

Precision

Scale O

Expression

Dimkey

Decimal

TRG_Empkey + 1

Version

Decimal

TRG_Version + 1

30. Click ApplyOk

31. From Expression TransformationCopy (Dimkey, Empno, Ename, Sal, Version)
ports to Update Strategy Transformation
32. Double ClickUpdate Strategy transformationProperties tab
Transformation Attribute

Value

Update Strategy Expression

DD_INSERT

33. From Update Strategy Transformation connect the ports to Second target
definition.
34. Repository MenuSave
35. Repeat the process for Creating Session and Workflow and Execute the
Workflow.

Link Condition
In Sequential batch processing the session can be executed sequentially and conditionally
using link conditions.
Define the link condition using a predefined variable called PreTaskStatus
Process
1. Create three Mappings.
2. Create three Sessions S10, S20, S30
3. Create workflow and assign the session in a sequential fashion.
4. Double Click on the link between S10 and S20 sessionPredefined TabDouble
Click on PrevTaskStatus Type SUCCEEDED
$S10.PrevTaskStatus=SUCCEEDED
5. Repeat the process for S20 and S30
6. Repository menuSave
7. Repeat the process for creating workflow and execute the workflow.
Worklet

A Worklet is defined as group of task. There are two types of Worklet.

i. Reusable Worklets
ii. Non-reusable Worklets

Process
1. Reusable Worklet
1. Tool menuWorklet Designer
2. Worklet menuCreateGive the proper name
3. Drag and Drop the sessions in parallel fashion and link the sessions.
4. Create WorkflowDrop the WorkletLink the workflow and Worklet
5. Run the Workflow
2. Non-Reusable Worklet
1.
Tool menuWorkflow Designer Workflow menuCreateEnter the
nameOk
2.
3.

Task menuCreateTask type WorkletEnter the name

Link Workflow and Non-Reusable Worklet

4.
Select Non-Reusable WorkletRight ClickOpen Worklet Drag and
Drop the sessions in Parallel Fashion
5.
6.

Select Workflow designer toolRepository menuSave

Run the Workflow.

Conversion from Non-Reusable to Reusable Worklet

1. Select Non-Reusable worklet
2. Right ClickEdit
3. Check the Check Box of Make Reusable
4. ClickApplyOk
Command Task
You can specify one or more Shell command for UNIX or Dos Command for Windows
to run during workflow with the command task.
You specify the shell commands in the command task to delete, reject and copy a file etc.
Used the command task in the following ways:
1. Standalone Command Task:- Use a command task anywhere in the workflow or
worklet to run the shell commands.
2. Pre-post session shell command:- You can call the command task as the pre-post
session shell command for a session task.
You can use any valid Unix commands for Unix server and any valid dos command for
Windows server.

Control Flow

Copy C:\test.txt C:\Success

Event-Wait
Success

CMD
TASK

WKF

S 20

S 10
CMD
TASK

Copy C:\test.txt C:\Fail

S 20

Event-Wait
Fail

Prerequisite
1. Create three session
2. Create two folder in drive C:\ named Success and Failed
3. Create a blank txt file named test.txt
Procedure
1. Tool menuTask DeveloperTask menuCreate
2. Select Task type CommandEnter the NameCreateDone
3. Double clickCmd TaskCommand tabAdd a new cmd
Name
cmd
On_Success
copy C:\test.txt C:\Success
4. ClickApplyok
5. Select Task type CommandEnter the NameCreateDone
6. Double clickCmd TaskCommand tabAdd a new cmd
Name
cmd
On_Failed
copy C:\test.txt C:\Failed
7. Double click on the session S10 Select the Components tab
Task
Type
Value
Post Session Success Command
Reusable
On_Success
Post Session Failure Command
Reusable
On_Failed

8. ClickApplyOk
9. Task menuCreateEvent WaitEnter the nameCreateDone
10. Double click Success Event Wait TaskSelect Events tabSelect the predefined event
Enter the name of the file to watch
C:\Success\test.txt
11. Select properties tabSelect delete file watch file
12. ClickApplyok
13. Make a link between tasksDefine the link condition on the link between session
S10 and Command task for success and failure as follows
$S10.PrevTaskStatus=SUCCEEDED
$S10.PrevTaskStatus=FAILED
14. Repository menuSave Execute Workflow
User Defined Events
Event Task

Event Raise

Event Wait

User Defined Events

Pre-Defined Events
[File Watch Events]

S 10

S 30

S 20

Event Wait

Event Raise

WKF

Wait for S10 S30

to be completed

S 40

S10 S30
Complete
Event to be raised

Procedure
1. Create four Sessions.
2. Tool MenuWorkflow DesignerWorkflow menuCreate
3. Enter the Workflow nameEvents tabCreate new EventsEnter the Event
nameClick Ok
4. Create Workflow as shown above figureTask menuCreateSelect Task
Event Raise and Event Wait CreateDone
5. Makes the links between tasks.
6. Double click Event Raise TaskSelect Properties tab
Attribute
Value
User Defined Value
S10 S30 Complete
7. Double ClickEvent Wait TaskEvent tab
8. Select Option User Defined Click on Browse Events to Choose an
EventSelect the EventClick Ok
9. Repository menuSave
10. Execute Workflow
Workflow with Decision Task
You can enter a condition that determines the execution of the workflow with decision
task, similar to the link condition.
Use decision task instead of multiple link condition in the workflow.

S10
WKF

S20
0

Decision
Task

S30
0

Command
Task

Event Wait
Task

S40
0

Decision Condition

Procedure
1. Create four Sessions.
2. Tool MenuWorkflow DesignerWorkflow menuCreate
3. Enter the Workflow nameEvents tabCreate new EventsEnter the Event
nameClick Ok

4. Create Workflow as shown above figureTask menuCreateSelect Task

Decision, Command and Event Wait CreateDone
5. Make a link between tasksDouble Click on Decision Task Select the
Properties tab
Attribute
Value
Decision Name
$ S10.Status=Succeeded AND
$S20.Status=Succeeded AND
$ S30.Status=Succeeded
6. ClickOk
7. Double ClickLink Input to Command TaskProperties tabCreate the
Expression
Expression: $Decision .condition=True
8. Double ClickCommand TaskCommand tab
Name
Command
Success
copy D:\CMDTASK\RESULT.txt D:\Success
9. Double Click Event Wait taskPredefined EventEnter the file name
D:\Success\RESULT.txt
Note: If you want to delete the watch file after complete the task. You can select the
option Delete Watch File From properties tab of Event wait task.
10. Repository menuSave
Timer Task
You can specify the period of time to wait before integration service runs the next task in
the workflow with the timer task.
Procedure
1. Create timer task from task menu of workflow designer.
2. Double clickTimer taskTimer tab
3. Select absolute timespecify date and timeApplyOk
Design a workflow with multiple link condition (Alternative to decision task)

S10

$S10.Status=Succeeded

WKF

Command
Task
S20

$S20.Status=Succeeded

Procedure
1. Design the workflow as shown in above figure.
2. Double clickCommand TaskGeneral tab
Treat Input Link as
AND
OR
3. Command TabGive the command
4. Repository menuSave
Assignment Task
You can assign a value to user defined workflow variable with the assignment task.
To use an assignment task in the workflow first create and add an assignment task to the
workflow then configure the assignment task to assign value or expression to user
defined variable.
** Weekly and Daily Loading
Procedure
1. Create three sessions.
2. From Tools menuSelect workflow designerFrom workflow menuSelect
Create
3. Enter the workflow name Select Variable tabFrom toolbarClick Add new
Variable
Name
Datatype
Persistent
$$WKF_RUNS
Integer

Enter the default value 0

4. From Repository navigator windowDrag and drop the session S10 drop beside
the start task.
5. Create the task type Decision and Assignment
6. Drag and Drop the session S20, S30
7. Make the link between tasksDouble click on link between S10 and Assignment
taskDevelop the following expression
$S10.Status=Succeeded
8. Double click Assignment taskExpression tabFrom toolbar click on add a
new Expression
User Defined Variable
Operator
Expression
$$WKF_RUNS
=
$$WKF_RUNS + 1

9. Double clickLink between Assignment task and Decision taskDevelop the

following expression
$Assign_value.Status=Succeeded
10. Double clickDecision TaskProperties tab
Attribute
Value
Decision Name
MOD($$WKF_RUNS, 7) = 0
11. Double clickLink between decision task and session S20Develop the link
condition
$Decision .Condition=True
12. Double clickLink between decision task and session S30Develop the link
condition
$Decision . Condition=False
13. Repository MenuSave
E-mail Task
Used to send an e-mail within a workflow.
Procedure
1. Develop a workflow with e-mail task.
2. Double clickEmail taskProperties tabSet the following Attribute
Email User Name pandey.dipu@in.com
Email Subject Daily Load Completed
Email Text Success
3. ClickOk
4. Repository menuSave

User Defined Function

It lets you to create customized function or user specific function to meet the specific
business task that is not possible with built in functions.
The user defined functions can be private or public.
Procedure
1. From repository navigator window in Designer Client Select User Defined
Function sub folder
2. Tool menu User defined functionsNew
3. Enter the name and type
4. Add new Argument

Name
Datatype
Precision
Scale
Arg 1
String
12
0
5. To define the expression click on Launch Editor
LTRIM (RTRIM (ARG1))