Informatica Introduction Tutorial
Posted by Superadmin on December 10 2018 11:19:37

Informatica Tutorial

 

In this Informatica tutorial, we will show you the step by step process to connect with different data sources. Next, extract data from data source, transform the data using transformations. Last section of this Informatica tutorial covers the creating session and workflow, and load data into the destination with screenshots.

 

What is Informatica ETL Tool?

 

Informatica is the Market Leader in ETL tools, and over 5800 enterprises depend on it. The Informatica is mainly used to build powerful business applications for extracting data from Source(s), transforming and loading data into the target(s). In this Informatica tutorial page, we explain everything about this ETL tool.

 

The Informatica PowerCenter Client contains different applications or tools that help to design Mappings and Mapplets. Use this PowerCenter client to create a Session and WorKflow.

Informatica Introduction

 

This is an introduction to this Informatica tutorial, which covers, installation of Informatica, configuring Power center, Workflows etc.

 

Informatica PowerCenter application allows to load or extract data from multiple sources (Source Qualifier), transform the data as per the business requirements(transformation), and loads the processed data into the destination table (Target Designer).  

 

  1. How to Download Informtica
  2. Step by Step approach to installing InformaticaSoftware
  3. How to Configure the Repository Service & Integration Service
  4. PowerCenter Repository Manager
  5. Introduction to PowerCenter Designer
  6. PowerCenter Source Analyzer
  7. Introduction to Workflow Manager
  8. Introduction to Workflow Monitor

Informatica Data Connections Tutorial

 

Informatica PowerCenter accesses the information or data from different sources such as Flat files, XML, Relational Databases, SAP Hana, Teradata, Mainframes, Excel, and Access. Similarly, Informatica supports the same destinations to load data. This section of Informatica Tutorial covers the different types of Data Connections, and basic ETL operations.

 

  1. ODBC Connection
  2. Import Data from Relational Database
  3. How to Import Data from Flat File
  4. Import Data from Excel Workbook
  5. Move Data from One SQL Database to another Database
  6. Export Data from SQL Server to Flat File
  7. Load Data From Text File to SQL Server
  8. Load Multiple Text Files into SQL Server

Informatica Sessions & Mappings

 

This Informatica tutorial section explains the creation of Informatics Sessions, Mapping, and Workflow. This section of Informatica tutorial is the most important section because of its reusability in all the transformations.

  1. Target Designer
  2. Create Target table using Source Definition
  3. Create New Target Table
  4. How to Create Mapping
  5. Create Session
  6. How to Create Reusable Session
  7. Create Workflow
  8. Creating Workflow using Wizard
  9. Command Task
  10. Event Wait Task

Informatica Tutorial on Transformations

 

A transformation is a part of Informatica Mapping, which transforms or modifies the data as per the selected transformation. This section of Informatica tutorial covers the list of available Transformations with practical examples.

  1. List of Transformations
  2. Aggregator Transformation
  3. Expression Transformation
  4. Filter Transformation
  5. Java Transformation
  6. Joiner Transformation
    1. Normal Join
    2. Master Outer Join
    3. Detail Outer Join
    4. Full Outer Join
  7. Lookup Transformation
    1. Lookup Transformation
    2. Unconnected Lookup Transformation
  8. Normalizer Transformation
  9. Rank Transformation
  10. Rank Transformation with Group By
  11. Router Transformation
  12. Sequence Generator Transformation
  13. Sorter Transformation
  14. Sorter Transformation – Remove Duplicates
  15. Source Qualifier Transformation
  16. SQL Transformation
  17. Stored procedure Transformation
  18. Transaction Control Transformation
  19. Union Transformation
  20. Update Strategy Transformation
  21. Update Strategy using Session Properties
  22. Example for Update Strategy
  23. XML Generator Transformation
  24. XML Parser Transformation
  25. XMLSource Qualifier Transformation
  26. Pre SQL and Post SQL

 

Step by Step process to Download Informatica

Step 1: In order to download Informatica first Go to the Oracle website by clicking this link Download. Next, Click on the Sign In button to log in to your personal account 

Download Informatica 1

Step 2: Once you click on the sign in button, the following window will be opened. Please provide the username and password of your personal or organization account and click on Sign In button.

 

If you didn’t have oracle account then, create one by clicking the create Accountbutton and fill in the required details.

Download Informatica 2

Step 3: Once you sign in, Please click on the Accept button as shown below

 

Download Informatica 3

Step 4: Once you accepted the terms, the following screenshot will be displayed. Here, Product field is to type the required product(s) name(s) and Select Platform is to select the operating system(s).

Download Informatica 4

Step 5: Here we want to download Informatica so within the Product field, Start typing Informatica and select Oracle Informatica PowerCenter and PowerConnect Adapters as shown below

Download Informatica 5

Step 6: Selecting the Select Platform will show you the list of available platforms. Please select the checkbox next to the platform(s) you need, and click the Select button. Since we are running on windows 64 bit, we selected the same.

Download Informatica 6

Step 7: once you selected the product and the platform, Please click on the continue button as shown below.

Download Informatica 7

8th Step: Make sure you checkmark the listed software’s and click Continue button

Download Informatica 8

Step 9: Once you click on the continue button, Terms and Conditions pop-up window will be displayed. Please click on the checkbox to accept the conditions, and then click on the Continue button

Download Informatica 9

Step 10: Click on the Download All button as shown below. If you require any particular part(s) then, click on the part(s) link and download them.

Download Informatica 10

Step 11: Next, Click on the Download the installer hyperlink to download the installer.

Download Informatica 11

Step 12: Please click on Save File as shown below to save the installer.

Download Informatica 12

Once the download is complete, install it.

Download Informatica 13

Step 14: Once you complete installing the recommended installer, the following window will be displayed. As you can see, it is downloading four zip files

Download Informatica 14

Step 15: From the below screenshot you can notice the four ZIP files. It means, we successfully downloaded informatica from the Oracle website.

Download Informatica 15

Step 16: Please extract them

Download Informatica 16

Step 17: Once you extract the four parts, Go to V76290-01_4of4 folder and select the dac_win_11g_infa_win_64bit_961 zip file and extract it.

Download Informatica 17

Remember, While extracting the above RAR file, Win-zip will ask the file path of four parts. So,

TIP: Please refer Install Informatica article to understand the steps involved in installing Informatica

How to install Informatica

  

Informatica Repository

The Informatica Repository Manager is mainly used for two reasons:

 
  • Used for Creating New Domains. This will help the Client tools like Informatica PowerCenter Designer to access the Informatica Server (Repository Services and Integration Services)
  • This is mainly used for Administrative work such as migrating or deploying the mappings and workflows.

In this article, we will show you how to Create New Domains, How to connect with Informatica Repository Services and Steps involved in creating new folders. 

Informatica Repository Manager

In order to open the Informatica Repository Manager, Please Go to the Start menu -> All Programs -> Informatica 9.6.1 -> PowerCenter Repository Manager. Once you click on that, following window will be opened

Informatica Repository 1

 

Within the Menu, Please navigate to Repository and then select Configure Domains.. option as shown below.

Informatica Repository 2

Once you select Configure Domains.. option, a new window opens up to configure the domains. If you closely observe the below screenshot, there are no Domains in our domains section because we haven’t added any. In order to add a new domain, Please click on the Add a new Domain button as shown below. 

 

Informatica Repository 3

Once you click on the Add a new Domain button, a new window will be opened to add Domain. Here, we have to specify the Domain name, Hostname and the port number. If you don’t know your details then, Please refer Informatica Server installation Step 6 inside our How to install Informatica article

Informatica Repository 4

Please select the PowerCenter Repository Service and Click OK as shown below.

Informatica Repository 5

Once we finish the Domain configuration, Please select and right Click the newly added PowerCenter Repository Service (INF_Repository) and click on the Connectoption

Informatica Repository 6

In order to connect with the PowerCenter Repository service, we have to provide the Admin Console credentials. So, Please provide the Username and Password.

TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.

Informatica Repository 7

Once you connected successfully, Let us create one folder to perform Extraction Load and transformations. In order to create a new folder, Please navigate to Folder Menu and select the Create.. option. Selecting that option open the following window to create a new folder. Here, you can leave all the properties to default except name and Description.

  • Name: Please specify the unique folder name. This folder will hold the Sources, Targets, Mappings, Maplets, Transformations and Functions.
  • Description: Please specify a valid description of this folder. This will help the others to understand about the folder.

Informatica Repository 8

Clicking OK button opens a pop-up window. This displays the message saying that The folder has been successfully created as shown below

Informatica Repository 9

 

 

Informatica PowerCenter Designer

 

 

 

The Informatica PowerCenter Designer will help us to create or edit the PowerCenter objects such as: Source(s), Target(s), Transformation(s) and mapping(s). In this article we will explain you each and every component present in the PowerCenter Designer.

 

Informatica PowerCenter Designer

In order to open the Informatica PowerCenter Designer, Please Go to the Start menu -> All Programs -> Informatica 9.6.1 -> PowerCenter Designer. Once you click on that, following window will be opened. 

From the below screenshot you can observe that We divided the Informatica PowerCenter Designer screen into five sections to explain each section in details. Let us see them individually,

  1. Navigator: This section is will allow us to connect with the Informatica Repository services and navigate between Different Folders such as Source, Target, Transformation etc.
  2. Work space: This section is used to perform designing which includes creating or modifying Sources and targets, creating reusable transformation, grouping multiple transformations and performing mapping (Extraction, Transformation and Load)
  3. Toolbar: By default, it will show most commonly used components (such as transformations) while designing. We can edit this section as per our requirements.
  4. Output window: In this section, You can check whether the given code is Valid or not, find the Errors.
  5. Status bar: It will display the status of the current operation.

Informatica PowerCenter Designer 1

 

Before we start designing we have to connect with the Repository Service so, Please select and Right Click the PowerCenter Repository Service (INF_Repository) under the repository section and select the Connect option

Informatica PowerCenter Designer 2

In order to connect with the PowerCenter Repository service we have to provide the Informatica Admin Console credentials. So, Please provide the Username and Password. 

 

TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.

Informatica PowerCenter Designer 3

Once you connected successfully, the following window will be displayed. If you observe the below screenshot, you can see the Subfolders inside our tutorials folder.

Informatica PowerCenter Designer 4

The following screenshot will show the list of available tools inside the Informatica PowerCenter Designer. These tools will help us to work with Source, Target and ETL operations.

  • Source Analyzer: This will allow us to create source definitions, Modify existing source definitions and also allows us to Import data from various sources includes Flat Files, Relational Databases, XML definitions, Excel Worksheets etc
  • Target Designer: This will allow us to create target definitions, Modify existing target definitions and Import target definition from various sources includes Flat Files, Relational Databases, XML definitions, Excel Worksheets etc
  • Transformation Developer: This will allow us to create reusable transformations. It means, we can use the existing transformations to create more robust transformation.
  • Mapplet Designer: This will allow us to create a group of transformations that can be reused in multiple mappings.
  • Mapping Designer: This is the place where we are going to perform Extraction, transformation and Load. Mapping means Source -> Transformations (If Required) -> Target. It allows us to use One or more Sources, One or More transformations and One or more Target Designers.

Informatica PowerCenter Designer 5

Instead of using the Tools Menu, We can use the following Images to navigate between the Source, Target and mapping. Each image belongs to one component and they are:

  1. Source Analyzer
  2. Target Designer
  3. Transformation Developer
  4. Mapplet Designer
  5. Mapping Designer

Informatica PowerCenter Designer 6

Th

 

Informatica Source Analyzer

In order to perform Extraction, Transformation and Load (ETL operations) we require Source Data, Target tables and Transformations (if required). Informatica Source Analyzer allows us to create our own source definitions, Modify already existing source definitions and also allows us to Import source data from various sources includes Flat Files, Relational Databases, XML definitions, Excel Worksheets etc

 

Available Sources in Informatica Source Analyzer

In order to connect with the Informatica Repository service, we have to provide the Informatica Admin Console credentials. So, Please provide the appropriate Username and Password and click on Connect button as shown below. 

TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.

Informatica Source Analyzer 0

 

Once you connected successfully, Please navigate to Tools menu in Menu Bar. Following screenshot will show the list of available tools inside the Informatica PowerCenter Designer. In this article we are explaining about the informatica Source Analyzer so please select the Source Analyzer option.

Informatica Source Analyzer 0.1

Once you select the Source Analyzer option, we will be in the Source Analyzer screen. 

 

TIP: Source Menu in the Menu bar will be available only when you are in the Source Analyzer section otherwise, it will be hidden.

Informatica Source Analyzer 1

Next, Please navigate to Sources menu in Menu Bar. From the following screenshot, you can observe the list of available sources inside the Informatica PowerCenter Designer. They are

  • Import from Database: This option allows us to import source data from the relational database. Informatica PowerCenter supports various relational databases such as Microsoft SQL Server, Oracle, SAP HANA, Sybase, Teradata etc.
  • Import from File: This option allows us to import source data from flat files which are separated by Delimiter or fixed width.
  • Import from COBOL File: This option allows us to import source data from COBOL files.
  • Import XML Definition: This option allows us to import XML definition
  • Import from PeopleSoft: This option allows us to import source data from peoplesoft.
  • Web Service: Informatica PowerCenter helps us to import data from the web services
  • Import from Salesforce.com: This option allows us to import source data from salesforce.com
  • Create: This option allows us to create our own data source from scratch.

Informatica Source Analyzer 2

 

Informatica Workflow Manager

 

 

The Informatica Workflow Manager is used to create a Workflow. A workflow is nothing but a set of instructions to execute the Mappings that we designed in the PowerCenter Designer. Generally, a workflow contains a Session Task, Command Task, Event Wait Task, Email Task etc. It also helps you to schedule the Mappings.

 

Informatica PowerCenter Workflow Manager has an import option called Worklet designer, Which is used to combine (group) one or more task to make a Powerful task. 

Informatica Workflow Manager

In order to open the Informatica Workflow Manager, Please Go to the Start menu -> All Programs -> Informatica -> PowerCenter Workflow Manager. Once you click on that, following window will be opened.

Before we start designing we have to connect with the Repository Service so, Please select and Right Click the PowerCenter Repository Service (INF_Repository) under the repository section and select the Connect option

 

Informatica Workflow Manager 1

In order to connect with the PowerCenter Repository service we have to provide the Informatica Admin Console credentials so, Please provide the Username and Password.

TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.  

 

Informatica Workflow Manager 2

Once you connected successfully, the following window is displayed. If you observe the below screenshot, you can see the folders. In order to see the existing Tasks, Worklets, and Workflows or to create them please right-click on the folder and select Open from Context menu.

Informatica Workflow Manager 3

Clicking the Open will show the following window. The following screenshot will show the list of available tools inside the Informatica Workflow Manager.

  1. Navigator: This section is will allow us to connect with the Informatica Repository services and navigate between Different Folders such as Tasks, Sessions, Worklets, and Workflows.
  2. Work space: Use this section to create Tasks, Sessions, and Workflows.
  3. Output window: In this section, You can check whether the Task or Workflow is Valid or not. To find the Errors.
  4. Task Developer: This allows us to create Tasks such as Session Task, Email Task etc.
  5. Worklet Designer: This allows us to create Worklets
  6. Workflow Designer: Using this designer you can create a workflow by connecting the tasks. We already explained the Workflows in our previous article.

Informatica Workflow Manager 4

Expand the Workflows folder to see the existing Workflows

 

Informatica Workflow Monitor

The Informatica Workflow Monitor is used to monitor the execution of Workflows or Tasks assigned in the Workflow. Generally, Informatica PowerCenter helps you to track the Event Log information, list of executed Workflows, and their execution time in detail.

 

Informatica Workflow Monitor

To open the Informatica Workflow Monitor, Please Go to the Start menu -> All Programs -> Informatica -> PowerCenter Workflow Monitor. Once you click on that, the following window opened.

From the below screenshot, you can observe that We divided the Informatica PowerCenter Workflow Monitor screen into four sections to explain each section in detail. Let us see them individually,

  1. Navigator: It allows us to connect with the Repository services, and navigate between Different Workflows.
  2. Workflow Run: This section helps you to monitor the Workflow execution
  3. Output window: In this section, You can see the steps that we performed in this Workflow Monitor.
  4. Properties Window: It will display information about the current Informatica operation.
Informatica Workflow Monitor 1

Before we start anything, we have to connect with the Repository Service. So, Please select and Right-click the PowerCenter Repository Service (INF_Repository) under the repository section and select the Connect option

Informatica Workflow Monitor 2

To connect with the Informatica Workflow Monitor, provide the Admin Console credentials. So, Please provide the Username and Password.

 

TIP: Here, you have to provide the Admin Username and password that you specified while installing the Informatica Server.

Informatica Workflow Monitor 3

Once you connected successfully, the following window will display. If you observe the below screenshot, you can see the Integration Service. To see the existing Workflows, right-click on the Integration Service and select Open from Context menu.

Informatica Workflow Monitor 4

Now you can see the folders in Informatica Workflow Monitor. To see the existing Workflows or to run them, right-click on the folder and select Open from menu.

Informatica Workflow Monitor 5

Expand the individual Workflows to see the previous execution details, i.e., Workflow Run start Time, Completion Time, and the Status of the run.

Informatica Workflow Monitor 6

Informatica Workflow Monitor provides a Gantt Chart to see the execution in detail. To view, right-click on Workflow and select the Go to Gantt Chart from the context menu.

Informatica Workflow Monitor 7

Now you can see the Informatica Workflow run in Gantt Chart

Informatica Workflow Monitor 8

By simply selecting the Workflow you can see the information in the properties window

Informatica Workflow Monitor 9

Let me remove the Output window to explore the Properties window information. Next, we are running the Event Wait Task workflow to show the Workflow run. From the below screenshot you can observe, Under the Task details tab you can see all the information about the task

Informatica Workflow Monitor 10

Under the Source or Target Statistics, you can see the Row flow. I mean, the number of rows passed, failed, etc.

Informatica Workflow Monitor 11

Under the partition tab, you can see the partition information (if any). And use the Performance tab to check the performance of any task 

 

Informatica Workflow Monitor 12

To see the details Event log of any task, right-click on the Task. Next, select the Get Session Log from the context menu.

Informatica Workflow Monitor 13

You can see the detailed event log. Generally, we used this Session log to check the error position. I mean, at what position error throws and the reason for it.

Informatica Workflow Monitor 14

 

 

Informatica Workflow Manager

 

 

The Informatica Workflow Manager is used to create a Workflow. A workflow is nothing but a set of instructions to execute the Mappings that we designed in the PowerCenter Designer. Generally, a workflow contains a Session Task, Command Task, Event Wait Task, Email Task etc. It also helps you to schedule the Mappings.

 

Informatica PowerCenter Workflow Manager has an import option called Worklet designer, Which is used to combine (group) one or more task to make a Powerful task. 

Informatica Workflow Manager

In order to open the Informatica Workflow Manager, Please Go to the Start menu -> All Programs -> Informatica -> PowerCenter Workflow Manager. Once you click on that, following window will be opened.

Before we start designing we have to connect with the Repository Service so, Please select and Right Click the PowerCenter Repository Service (INF_Repository) under the repository section and select the Connect option

 

Informatica Workflow Manager 1

In order to connect with the PowerCenter Repository service we have to provide the Informatica Admin Console credentials so, Please provide the Username and Password.

TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.  

 

Informatica Workflow Manager 2

Once you connected successfully, the following window is displayed. If you observe the below screenshot, you can see the folders. In order to see the existing Tasks, Worklets, and Workflows or to create them please right-click on the folder and select Open from Context menu.

Informatica Workflow Manager 3

Clicking the Open will show the following window. The following screenshot will show the list of available tools inside the Informatica Workflow Manager.

  1. Navigator: This section is will allow us to connect with the Informatica Repository services and navigate between Different Folders such as Tasks, Sessions, Worklets, and Workflows.
  2. Work space: Use this section to create Tasks, Sessions, and Workflows.
  3. Output window: In this section, You can check whether the Task or Workflow is Valid or not. To find the Errors.
  4. Task Developer: This allows us to create Tasks such as Session Task, Email Task etc.
  5. Worklet Designer: This allows us to create Worklets
  6. Workflow Designer: Using this designer you can create a workflow by connecting the tasks. We already explained the Workflows in our previous article.

Informatica Workflow Manager 4

Expand the Workflows folder to see the existing Workflows

Informatica Workflow Manager 5

In order to work with any of the workflow, Sessions, Tasks, Worklets, right-click on it and select the Open from the context menu.

Informatica Workflow Manager 6

 

 

 

 

Informatica Workflow Monitor

  

The Informatica Workflow Monitor is used to monitor the execution of Workflows or task assigned in the Workflow. Generally, Informatica PowerCenter helps you to track the Event Log information, list of executed Workflows, and their execution time in detail.

 

Informatica Workflow Monitor

In order to open the Informatica Workflow Monitor, Please Go to the Start menu -> All Programs -> Informatica -> PowerCenter Workflow Monitor. Once you click on that, following window will be opened. 

From the below screenshot you can observe that We divided the Informatica PowerCenter Workflow Monitor screen into four sections to explain each section in details. Let us see them individually,

  1. Navigator: This section will allow us to connect with the Informatica Repository services and navigate between Different Workflows.
  2. Workflow Run: This section helps you to monitor the Workflow execution
  3. Output window: In this section, You can see the steps that we performed in this Workflow Monitor.
  4. Properties Window: It will display the information about the current operation.

Informatica Workflow Monitor 1

 

Before we start anything we have to connect with the Repository Service. So, Please select and Right Click the PowerCenter Repository Service (INF_Repository) under the repository section and select the Connect option

Informatica Workflow Monitor 2

In order to connect with the PowerCenter Repository service, we have to provide the Informatica Admin Console credentials. So, Please provide the Username and Password. 

 

TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.

Informatica Workflow Monitor 3

Once you connected successfully, the following window will be displayed. If you observe the below screenshot, you can see the Integration Service. In order to see the existing Workflows, please right-click on the Integration Service and select Open from Context menu.

Informatica Workflow Monitor 4

Now you can see the folders. In order to see the existing Workflows or to run them please right-click on the folder and select Open from Context menu.

Informatica Workflow Monitor 5

Expand the individual Workflows to see the previous execution details i.e., Workflow Run start Time, Completion Time, and the Status of the run.

Informatica Workflow Monitor 6

Informatica Workflow Monitor provides Gantt Chart to see the execution in detail. In order to see, right-click on Workflow and select the Go to Gantt Chart from the context menu.

Informatica Workflow Monitor 7

Now you can see the Workflow run in Gantt Chart

Informatica Workflow Monitor 8

By simply selecting the Workflow you can see the information in the properties window

Informatica Workflow Monitor 9

Let me remove the Output window to explore the Properties window information. Next, we are running the Event Wait Task workflow to show the Workflow run. From the below screenshot you can observe, Under the Task details tab you can see the all the information about the task

Informatica Workflow Monitor 10

Under the Source or Target Statistics, you can see the Rows flow. I mean, the number of rows passed, failed etc.

Informatica Workflow Monitor 11

Under the partition tab, you can see the partition information (if any). And use the Performance tab to check the performance of any task

Informatica Workflow Monitor 12

In order to see the details Event log of any task, right-click on the Task and select the Get Session Log from the context menu.

Informatica Workflow Monitor 13

You can see the detailed Event log. Generally, we used this Session log to check the error position. I mean, at what position error was thrown and the reason for it.

Informatica Workflow Monitor 14