PowerCenter Basic Concepts

Ale Ribeiro June 6, 2006

Agenda
What is PowerCenter? PowerCenter Client Applications Demo
PowerCenter Designer, Workflow Manager, Workflow Monitor PowerCenter Architecture

Where do we use PowerCenter in IT? Q&A

PowerCenter
Is a single, unified enterprise data integration platform that allows companies and government organizations of all sizes to access, discover, and integrate data from virtually any business system, in any format, and deliver that data throughout the enterprise at any speed An ETL Tool (Extract, Transform and Load)

PowerCenter Client Applications

Administration
Administration Console

Development

Repository Manager
Manage repository connections folders objects users and groups

Administration Console (browser-based)

Perform domain and repository service tasks: Create/configure nodes and repository services Upgrade/delete Start/stop Backup/restore

Designer

Workflow Manager

Workflow Monitor
Monitor and control workflows

Create ETL Create and mappings start workflows

Designer Tools Create mappings

Target Transformation Mapplet Source Designer: Developer: Designer: Analyzer: create create source create target create reusable objects transformations mapplets objects

Mapping Designer: create mappings

Mapping
Logically Defines the ETL Process: Reads data from sources Applies transformation logic to data Writes transformed data to targets

Source

Transformations

Target

Note: Sources and targets can be flat files, relational tables, XML files, application systems, message queues, etc

Unit 1

Mapping (contd)
A mapping is a set of source and target definitions linked by transformation objects that define the rules for data transformation. Mappings represent the data flow between sources and targets. When the Integration Service runs a session, it uses the instructions configured in the mapping to read, transform, and write data. Every mapping must contain the following components:
Source definition. Describes the characteristics of a source table or file. Transformation. Modifies data before writing it to targets. Use different transformation objects to perform different functions. Target definition. Defines the target table or file. Links. Connect sources, targets, and transformations so the Integration Service can move the data as it transforms it.

A mapping can also contain one or more mapplets. A mapplet is a set of transformations that you build in the Mapplet Designer and can use in multiple mappings.

Example
Give me an Excel file with Total Order Amount per Customer. I also need to know when this data was extracted (date) and the customer type initial ( first letter of the customer type)
Define the sources
Orders Customers

Define any required transformation

Sum of order amount Get extracted date Get first letter of customer type

Create the file

Transformations
Generate, modify, or pass data Data passes into and out of transformations through ports that you link in a mapping Passive transformations do not change the number of rows received Active transformations can change the number of rows received

Unit 1

PowerCenter Transformations (partial list)

Source Qualifier: reads data from flat file and relational sources Expression: performs row-level calculations Filter: drops rows conditionally Sorter: sorts data Aggregator: performs aggregate calculations Joiner: joins heterogeneous sources Lookup: looks up values and passes them to other objects Update Strategy: tags rows for insert, update, delete, reject Router: routes rows conditionally Transaction Control: allows data-driven commits and rollbacks
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Advanced PowerCenter Transformations

Union: Performs a union-all join between two data streams Java: allows Java syntax to be used within PowerCenter Midstream XML Parser: reads XML from anywhere in mapping Midstream XML Generator: writes XML to anywhere

More Source Qualifiers: read from XML, message queues and applications

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Mapplet Set of transformation that can be reusable

Mapplet Input & Output transformations (pass data from or to mapping)

Mapplet Designer Tool

Unit 14

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Example: Data Sources Defined Outside Mapplet

Mapping

Source data defined outside the Mapplet

Mapplet

Mapplet Input transformation

Mapplet Output transformation

Unit 14

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Recap
1. 2. 3. 4. 5. ETL Designer Mapping Transformation Mapplet

a. b. c. d.

Extract, transform and load data Create mapping objects Logically defines the ETL process Generates or manipulates data Set of transformations that can be reused in multiple mappings

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Workflow Manager Tools Create and Start Workflow

Create reusable tasks

Create worklets

Create workflows

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Task
An executable set of actions, functions or commands Examples:
Session task runs a mapping Command task runs a shell script Email task sends an email Decision task branches workflow conditionally Timer task waits for a specified period

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Session
Task that executes a mapping Define Log Options, Error handling, Connections

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Decision Task
Tests for a condition during the workflow and sets a flag based on the condition Use a link condition (or a Control task) downstream to test the flag and control execution flow Can use workflow variables in condition

Options on all tasks to fail parent and disable

Treat inputs as AND/OR

Unit 16

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Email Task
Sends an email within a workflow
Note: emails can also be sent post-session in a Session task

Can be used with a link condition to notify success or failure of prior tasks

Unit 16

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Event Wait Task

Pauses processing of the pipeline until a specified event occurs Events can be: Pre-defined file watch User-defined created by an Event Raise task elsewhere in the workflow

Unit 17

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Event Wait Task (contd)

Events Tab

Specify either a pre-defined or user-defined event

User-defined events must be declared in the workflow Events tab

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Event Raise Task

Sets the location of a user-defined event in the workflow User-defined events are triggered when the PowerCenter Server executes the Event Raise Task User-defined events must be declared in the workflow Events tab

Used with the Event Wait Task

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Command Task
Specifies one or more UNIX command or shell script, DOS command or batch file for Integration Services to run during a workflow
Note: UNIX and DOS commands can also be run pre- or postsession in a Session task

Command task status (success or failure) is held in the task-specific variable

$command_task_name.STATUS

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Command Task (contd)

Add Cmd Remove Cmd

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Reusable Tasks
Session, Email and Command tasks can be reusable Use the Task Developer to create reusable tasks Reusable tasks appear in the Navigator Tasks node and can be dragged and dropped into any workflow

In a workflow, a reusable task is indicated by a special symbol

Unit 17

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Worklet
An object representing a set or grouping of Tasks Can contain any Task available in the Workflow Manager Worklets expand and execute inside a Workflow A Workflow which contains a Worklet is called the parent Workflow Worklets CAN be nested Reusable Worklets create in the Worklet Designer Non-reusable Worklets create in the Workflow Designer

Unit 18

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Workflow
A collection of ordered tasks Tasks can be linked sequentially, concurrently and/or combined Links can be conditional on previous tasks completing

Unit 1

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Workflow Structure
Workflow 1
1 1 2 3 Session 1 Worklet A
Session A1 Session A2 Session A3

Worklet B
Session B1 Session B2

Worklet C 2
Session C1 Session C2

3 4

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Workflow Schedule
Workflow can be scheduled to run continuously, repeat at a given time or interval, or start manually. The Integration Service runs a workflow unless the prior workflow run fails. When a workflow fails, the Integration Service removes the workflow from the schedule, and you must reschedule it

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Workflow Monitor
Check Workflow Status Recover Workflow Get session log

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Recap
1. 2. 3. 4. 5. Workflow Worklet Task Workflow Manager Workflow Monitor

a. b. c. d. e.

A collection of ordered tasks Set of tasks An executable mapping, functions or commands Create and start workflows Monitor and control workflows

Unit 1

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PowerCenter Architecture
Domain
Sources
Integration Service

Targets

Repository Service Repository Service Process

Administration Console

PowerCenter Client

Repository

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Architecture Components
Domain is a collection of nodes and services. Primary unit of administration The Repository Service manages connections to the PowerCenter repository from client applications. The Repository Service is a separate, multi-threaded process that retrieves, inserts, and updates metadata in the repository database tables. The Repository Service ensures the consistency of metadata in the repository. The Integration Service reads mapping and session information from the repository. It extracts data from the mapping sources and stores the data in memory while it applies the transformation rules that you configure in the mapping. The Integration Service loads the transformed data into the mapping targets. The Administration Console is a web application that you use to manage a PowerCenter domain. If you have a user login to the domain, you can access the Administration Console. Use the Administration Console to perform administrative tasks such as managing logs, user accounts, and domain objects. Domain objects include services, nodes, and licenses. The PowerCenter repository resides in a relational database. The repository database tables contain the instructions required to extract, transform, and load data. PowerCenter Client applications access the repository database tables through the Repository Service.
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Metadata
Defines data and processes Examples:
Source and target definitions
Type (flat file, database table, XML file, etc) Datatype (character string, integer, decimal, etc) Other attributes (length, precision, etc.)

Mapping logic Workflow logic

Stored in a metadata repository

Repository

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Recap
Match the terms and explanations: 1. Metadata 2. Repository 3. Repository Manager 4. Integration Service a. Defines data and processes b. Collection of tables that contains PowerCenter metadata c. Repository organization and security d. ETL processing engine

Unit 1

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Where do we use PowerCenter?

Data Warehouse(SalesVision) and Data Mart (Horizon) Loads Customer Hub Load Interfaces
PowerCafe Orders Peoplesoft Magic Leads PowerCafe Customer Portal Online Support Access Atlas ADS Sales Rep Accounts SalesPortal LDAP

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PowerCenter Connect Options

Packaged Applications and Systems Hyperion Essbase Lotus Notes PeopleSoft SAP Netweaver BW SAS Siebel Databases and Flat Files DB2 Flat files Informix Netezza SQL Server Sybase Teradata Web logs Messaging and Standards HTTP IBM MQSeries JMS LDAP MSMQ ODBC TIBCO Rendezvous webMethods Web Services XML Hierarchical* Software as a Service (SaaS) salesforce.com

Adabas C-ISAM Complex flat files Datacom IDMS IMS VSAM

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Questions?

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