Informatica (Version 9.1.0)

New Features Guide

Informatica New Features Guide

Version 9.1.0March 2011

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii

Chapter 1: New Features and Enhancements (9.1.0). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Informatica Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Informatica Data Quality and Informatica Data Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Informatica Data Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Command Line Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Metadata Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

PowerCenter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Data Analyzer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Adapters for PowerCenter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Table of Contents i

PrefaceThe Informatica New Features and Enhancements Guide is written for all Informatica software users. This guidelists the new features and enhancements in Informatica products.

ii

C H A P T E R 1

New Features and Enhancements(9.1.0)

This chapter includes the following topics:

¨ Informatica Platform, 1

¨ Informatica Data Quality and Informatica Data Explorer, 2

¨ Informatica Data Services, 4

¨ Informatica Documentation , 7

¨ Informatica Domain, 7

¨ Command Line Programs, 9

¨ Metadata Manager, 12

¨ PowerCenter, 13

¨ Data Analyzer, 13

¨ Adapters for PowerCenter, 13

Informatica PlatformThis section describes new features and enhancements to the Informatica platform installer.

Data TransformationYou can install Data Transformation Engine and Data Transformation Studio through the Informatica platforminstaller.

When you run the server installation, you can install or upgrade Informatica or you can install only DataTransformation Engine.

When you run the client installation, you can install Informatica Developer, the PowerCenter Client, and DataTransformation Studio and Engine.

1

Informatica Data Quality and Informatica Data ExplorerThis section describes new features and enhancements to Informatica Data Quality and Informatica Data Explorer.

Content SetsA content set is a Model repository object that you use to store reusable, user-defined expressions. Theseexpressions include pattern sets, character sets, token sets, and regular expressions. When you configure aLabeler or Parser transformation, you can choose to include reusable expressions from a content set. Createcontent sets in the Developer tool.

Data Explorer Repository MigrationYou can migrate profile metadata and data source connection metadata from a Data Explorer Standard Editionrepository to the Model repository that Data Explorer uses.

The migration does not remove metadata from the Data Explorer Standard Edition repository.

Exception ManagementYou can perform the following exception management tasks in the Analyst tool:

¨ Apply status and priority filters to rows in a bad record table.

¨ Save changes to multiple rows at a time in a bad record or duplicate record table.

¨ View the previous version of a data value in an audit trail table.

Integration with Microsoft ExcelYou can use Data Quality for Microsoft Excel to start a mapping that reads input data from a Microsoft Excelspreadsheet. The Data Integration Service runs the mapping and returns the results to the Microsoft Excelspreadsheet. Data Quality for Microsoft Excel calls the mapping through Informatica web services.

Object DeploymentThe process to export repository objects to PowerCenter resolves conflicts and dependencies.

Profiles¨ You can create and run a profile on bad record tables and duplicate record tables in the Analyst tool.

¨ You can create and run profiles to identify primary keys, foreign keys, and functional dependencies betweencolumns in data objects. You can also define relationships between columns, and profile the columns to verifythe relationship.

¨ You can create a data model of the data objects that you want to profile. You can create and run profiles on thedata objects in the profile model.

¨ You can replace the data object in a profile and run the profile on the new data object without editing the profileparameters. The old and new data object must be the same type and must have the same data structure.

¨ You can use a profile to infer the Date type for source data values.

¨ You can apply one or more filters to a profile.

¨ You can apply one or more filters to drilldown data in the Analyst tool.

¨ You can create profiles for multiple data objects in a single operation. The profiles return separate results foreach data object.

¨ You can run a profile on two objects in a mapping and view a comparison of the profile results. Use this profileto review the changes that the mapping can make to the source data.

¨ You can run profiling reports that include column profiling statistics and their summary from Data Analyzer.

2 Chapter 1: New Features and Enhancements (9.1.0)

Reference Tables¨ You can use the Analyst tool to create reference tables that store data in databases that you specify.

Reference tables that store data in the staging database are called managed reference tables. Unmanagedreference tables store data in user-specified databases.

¨ When using Informatica Developer to import and export reference tables, you specify file paths recognized bythe local file system. Previously when you used the Developer tool to import and export reference tables, youspecified directories recognized by the machine that ran the Data Integration Service.

¨ You can apply a text filter when you search the Model repository for a reference table from a data qualitytransformation. The filter narrows your search to reference table names that meet your filter criteria.

¨ When you use the infacmd oie exportObjects command to export Model repository objects, you can include thereference tables associated with these objects. The command exports reference table data from the stagingdatabase into a .zip file. When you run the infacmd oie importObjects command to import the Model repositoryobjects, the command writes reference table data from the .zip file into the staging database.

TagsA tag is metadata that defines an object in the Model repository based on business usage. Create tags to groupobjects according to their business usage. Use a tag to informally define an object in the Model repository. Createa tag and assign it to multiple objects in the Model repository. You can also search for objects by a tag.

TransformationsAddress Validator Transformation

¨ You can configure the Address Validator transformation in Suggestion List mode. Use this mode to find allpossible matches for an input address in the reference data. Suggestion List mode works for partial andcomplete addresses.

¨ You can define parameters for default country, line separator, casing style, and mode.

Association Transformation

¨ You can set the minimum amount of cache memory that the Association transformation uses.

¨ If you enter a cache memory value that is lower than 65536, the Association transformation reads thevalue in megabytes.

¨ The Association transformation generates log entries while mappings are running. The transformationgenerates log entries after every 100,000 rows.

¨ You can define parameters for the cache directory.

Comparison Transformation

You can use custom-built identity population files when you perform identity operations.

Consolidation Transformation

¨ The Consolidation transformation can use row-based consolidation strategies. The transformation usesthese strategies to choose a single cluster row. The transformation populates the master row with the datavalues from the chosen row.

¨ The Consolidation transformation can use custom consolidation strategies that you define. You define thecustom strategies using decision expressions.

¨ You can define parameters for the cache directory.

Decision Transformation

You can configure the Decision transformation to recognize input NULL values.

Informatica Data Quality and Informatica Data Explorer 3

Exception Transformation

The Exception transformation creates database tables that you can review for data quality issues in theAnalyst tool. Use the Exception transformation in a mapping to create tables that identify poor quality orduplicate records using conditions that you specify. Use the Analyst tool to correct bad records or consolidateduplicate records in the tables.

Match Transformation

¨ You can analyze a Match transformation to preview the number of computations that the transformationwill perform.

¨ You can analyze a Match transformation to preview the size and number of clusters the transformation willcreate.

¨ You can define partitioned identity match operations to improve identity match operation performance. Usethe Execution Instance property to configure the number of partitions.

¨ You can use custom-built identity population files to perform identity operations.

¨ You can define parameters for threshold, weight, matched pairs cache directory, clustering cachedirectory, and index file directory.

Java Transformation

You can implement the resetNotification method in a Java transformation. When the Data Integration Servicemachine runs in restart mode, this method resets variables that you use in the Java code after a mapping run.

Informatica Data ServicesThis section describes new features and enhancements to Informatica Data Services.

Business Terms¨ You can use a Metadata Manager business term in the Analyst tool to search for objects in the Metadata

Manager repository. You can select Metadata manager objects from the search results and import them astables in the Analyst tool. You can use these tables as sources for profiles or mapping specifications.

¨ You can access Metadata Manager and the Metadata Manager Business Glossary from the Analyst tool tomanage business terms. You can view or edit business terms in the Metadata Manager Business Glossary.

Logical Data Object ModelsYou can import logical data models from the export files of the following modeling tools:

¨ CA ERwin 7.x Data Modeler

¨ IBM Cognos BI Reporting - Framework Manager

¨ SAP BusinessObjects Designer

¨ Sybase PowerDesigner CDM 7.5 to 15.x

¨ Sybase PowerDesigner OOM 9.x to 15.x

¨ Sybase PowerDesigner PDM 7.5 to 15.x

Mapping Specification¨ A mapping specification is an object in the Model repository that describes the movement and transformation of

data from a source to a target. Use a mapping specification to define business logic that populates a targettable with data that you can leverage to report on the target table.

4 Chapter 1: New Features and Enhancements (9.1.0)

¨ You can create a mapping specification in the Analyst tool to transform and move data from the source to thetarget.

¨ You can configure the sources, target, rules, filters, and joins to transform the data in a mapping specification.

¨ You can load the results of a mapping specification to a target.

MonitoringYou can access the Monitoring tool from the Developer and Analyst tools to monitor the status of applications andjobs, such as a profile job.

Object Export and Import¨ You can import individual objects from an XML file into the repository.

¨ You can edit the object names in an export XML file with an infacmd xrf command.

¨ You can use an infacmd control file when you run the infacmd oie ExportObjects or ImportObjects command.Use an infacmd control file to complete the following tasks during an export or import process:

- Filter the objects that are exported or imported.

- Configure conflict resolution strategies for specific object types or objects.

- Map connections in the source repository to connections in the target repository.

Performance TuningMapping Performance

You can improve mapping performance with the cost-based optimization method. The Data IntegrationService can evaluate a mapping, generate semantically equivalent mappings, and run the mapping with thebest performance. Cost-based optimization is most effective for mappings that contain multiple Joinertransformations. The Data Integration Service applies cost-based optimization when you select the fulloptimizer level.

Pushdown Optimization

¨ The Data Integration Service can push Expression and Joiner transformation logic to the source database.

¨ The Data Integration Service can push transformation logic to IBM DB2 for i5/OS, DB2 for LUW, and DB2for z/OS sources when expressions contain supported functions with the following logic:

- TO_BIGINT includes more than one argument.

- TO_CHAR converts a date to a character string without the format argument.

- TO_DATE converts a character string to a date without the format argument.

- TO_DECIMAL converts a string to a decimal value.

- TO_INTEGER includes more than one argument.

Physical Data ObjectsNonrelational Data Objects

After you import a nonrelational data object, you can use the Developer tool to view the following types ofinformation:

¨ Mapping of nonrelational records and fields to columns in a relational table

¨ Copybook definition

¨ Data map metadata

Schema Objects

You can import a schema and store it as a schema object in the repository. When you create a web service,you can define input, output and fault signatures from the schema types.

Informatica Data Services 5

WSDL Data Objects

Import a WSDL file to create a WSDL data object. You can use a WSDL data object to create a web serviceor a Web Service Consumer transformation.

SQL Data ServicesResult Set Caches

You can temporarily cache the results of SQL queries run against an SQL data service. The Data IntegrationService caches the results by user for a specified expiration period. When the same user makes the samerequest before the cache expires, the Data Integration Service returns the cached results. If a cache does notexist or has expired, the Data Integration Service starts a DTM instance to process the request.

SQL Data Service Datatypes

SQL data services support the binary SQL 99 datatype.

SQL Data Service Functions

SQL data services supports the COALESCE function in SQL queries.

TagsA tag is metadata that defines an object in the Model repository based on business usage. Create tags to groupobjects according to their business usage. Use a tag to informally define an object in the Model repository. Createa tag and assign it to multiple objects in the Model repository. You can also search for objects by a tag.

TransformationsLookup Transformation

The Lookup transformation can perform a lookup on a logical data object. The transformation can return onerow or it can return multiple rows. You an configure the Lookup transformation to perform the lookup in a webservice operation mapping.

Java Transformation

You can implement the resetNotification method in a Java transformation. When the Data Integration Servicemachine runs in restart mode, this method resets variables that you use in the Java code after a mapping run.

Web Service Consumer Transformation

The Web Service Consumer transformation consumes web services in a mapping. The transformation canconsume an Informatica web service or an external web service. The transformation returns related groups ofoutput data from hierarchical SOAP response messages. Create a Web Service Consumer transformationfrom a WSDL data object.

Web ServicesInformatica web services provides data integration functionality through a web service interface. Create anoperation mapping to define how the Data Integration Service processes the web service request. The operationmapping can include logical data objects or transformations. You can create a web service from a WSDL, or youcan create a web service without using a WSDL. You can configure message layer security and transport layersecurity for a web service. Message layer security includes user authentication and user permissions.

6 Chapter 1: New Features and Enhancements (9.1.0)

Informatica DocumentationThis section describes new documentation and enhancements to Informatica documentation.

Informatica Analyst User GuideThe Informatica Analyst User Guide is divided into the following guides:

¨ Informatica Data Explorer User Guide

¨ Informatica Data Integration Analyst User Guide

¨ Informatica Data Quality Analyst User Guide

Informatica Getting Started GuideThe Informatica Getting Started Guide is divided into the following guides:

¨ Informatica Administrator Getting Started Guide

¨ Informatica Data Integration Analyst Getting Started Guide

¨ Informatica Data Explorer Getting Started Guide

¨ Informatica Data Quality Getting Started Guide

¨ Informatica Data Services Getting Started Guide

Informatica DomainThis section describes new features and enhancements to the Informatica domain.

ConnectionsIf you have PowerExchange, you can create an Adabas connection.

Content Management ServiceThe Content Management Service is an application service that manages address validation reference dataproperties and identifies the identity population data files that are available to Developer tool users. It updates theData Integration Service with configuration information for the address reference data. The Match transformationand Comparison transformation display the list of currently installed identity population files, including any custompopulation file that you add to the system.

Data Integration ServiceYou can limit the amount of memory that the Data Integration Service allocates for requests such as datapreviews, mappings, and SQL queries. You can configure the maximum amount of memory that the DataIntegration Service allocates for running all concurrent requests. You can also limit the maximum amount ofmemory that the Data Integration Service allocates for any request.

DependenciesIn the Services and Nodes view on the Domain tab, you can now view dependencies among applicationsservices, nodes, and grids.

Domain Configuration DatabaseYou can create a domain configuration database on Sybase ASE.

Informatica Documentation 7

MonitoringYou can configure the Service Manager to store historical run-time statistics about objects that run on a DataIntegration Service. The Service Manager stores the statistics in the Model repository. You can view the statisticsand reports in the Monitoring tab of the Administrator tool for different objects, such as applications, web services,logical data objects, and SQL data services. For example, you can view a report to determine the longest runningjobs. You can also monitor objects from the Analyst tool and Developer tool.

Object Export and ImportYou can use the infacmd command line program to migrate objects between different domains of the sameversion. You might migrate domain objects from a development environment to a test or production environment.

You can change object names before you import them. Use infacmd to generate a readable XML file from anexport file. You can update the object names in the readable XML file, and then use infacmd to update the exportfile.

Use the following infacmd commands:

¨ infacmd isp ExportDomainObjects. Exports native users, native groups, roles, and connections to an XML file.

¨ infacmd isp ImportDomainObjects. Imports native users, native groups, roles, and connections into anInformatica domain.

¨ infacmd xrf GenerateReadableViewXML. Generates a readable XML file from the export file.

¨ infacmd xrf UpdateExportXML. Updates the export file with the changes in the readable XML file.

If you do not want to migrate all objects, use an infacmd control file to filter the objects during the export or import.

PermissionsOrigin of Effective Permissions

You can view domain object, SQL data service, or web service permission details for a user or group. Whenyou view permission details, you can view the origin of effective permissions. Permission details display directpermissions assigned to the user or group, direct permissions assigned to groups that the user or groupbelongs to, and permissions inherited from parent objects. In addition, permission details display whether theuser or group is assigned the Administrator role which bypasses permission checking.

Search Filters

You can use search filters to search for a user or group when you assign permissions, view permissiondetails, or edit permissions.

PrivilegesYou can assign the following new types of privileges:Connection Privileges

Assign the Manage Connection privilege to enable a user or group to create, edit, and remove connections.

Monitoring Privileges

Assign the monitoring privileges to enable a user or group to configure and view historical run-time statisticsand reports. Sample monitoring privileges include Configure Global Settings, Configure Statistics andReports, and Access Monitoring.

Profiling Privileges

Assign the Drilldown and Export Results privilege to enable a user to drill down or export profiling results.

8 Chapter 1: New Features and Enhancements (9.1.0)

Secure CommunicationTo configure services to use the Transport Layer Security (TLS) protocol to transfer data securely within thedomain, enable the TLS protocol for the domain. When you enable TLS for the domain, services use TLSconnections to communicate with other Informatica application services and clients.

ViewsThe Domain tab now has new views:

¨ Services and Nodes view. View and manage services and nodes in the domain.

¨ Connections view. View and manage connections in the domain.

Command Line ProgramsThis section describes new commands and options for the Informatica command line programs.

infacmdWith infacmd cms commands, you can create and remove a Content Management Service. The following tabledescribes new infacmd cms commands:

Command Description

CreateService Creates the Content Management Service.

RemoveService Removes the Content Management Service.

The following table describes new infacmd isp commands:

Command Description

ExportDomainObjects Exports native users, native groups, roles, and connections from an Informatica domain toan XML file.

ImportDomainObjects Imports native users, native groups, roles, and connections from an XML file into anInformatica domain.

removeUserPermission Removes permission on an object from a user.

removeGroupPermission Removes permission on an object from a group.

The following table describes a new infacmd pwx command:

Command Description

UpgradeModels Upgrades PowerExchange 9.0.1 nonrelational data objects.

Command Line Programs 9

With infacmd ws commands, you can manage web services. The following table describes new infacmd wscommands:

Command Description

ListOperationOptions Lists operation options.

ListOperationPermissions Lists operation permissions.

ListWebServiceOptions Lists web service options.

ListWebServicePermissions Lists web service permissions.

ListWebServices Lists the web services in an application. If the application name is not provided, all webservices are listed.

RenameWebService Renames a web service.

SetOperationPermissions Sets operation permissions.

SetWebServicePermissions Sets web service permissions.

StartWebService Starts a web service so it can receive web service requests.

StopWebService Stops a web service.

UpdateOperationOptions Updates operation properties.

UpdateWebServiceOptions Updates web service properties.

With infacmd xrf commands, you can generate a readable XML file from an export file. You can also edit thereadable XML file and update the changes in the export file.

The following table describes new infacmd xrf commands:

Command Description

GenerateReadableViewXML Generates a readable XML file from the export file.

UpdateExportXML Updates the export file with the changes made to the readable XML file.

The following table describes new options for infacmd commands:

Command Option Description

mrs BackupContents -BackupSearchIndices Saves the search index to the backup file.

oie ExportObjects -OverwriteExportFile Overwrites the export file if it exists.

-ControlFilePath Specifies the path and file name of the export control file.Use an export control file to filter the objects that areexported from the Model repository.

-OtherOptions Specifies additional options to export reference table data.

10 Chapter 1: New Features and Enhancements (9.1.0)

Command Option Description

oie ImportObjects -skipCRC Skips the CRC check that detects whether the import filewas modified.

-ConflictResolution Configures how to handle conflicts during the import.

-ControlFilePath Specifies the path and file name of the import control file.Use an import control file to filter the objects that areimported into the Model repository.

-SkipConnectionValidation Skips connection validation during the import.

-OtherOptions Specifies options to import reference table data.

ps purge -rd Specifies the number of days that the profiling warehousestores profile or scorecard results before it purges theresults.

-pf Identifies the Model repository project and folder where theprofile or scorecard is stored.

-pt Specifies the name of the profile task.

-r Purges results from folders recursively.

-pa Purges all results for a specified profile or scorecard fromthe Profiling Warehouse.

infasetupThe following infasetup commands are updated to enable Transport Layer Security (TLS).

¨ DefineDomain

¨ DefineGatewayNode

¨ DefineWorkerNode

¨ UpdateGatewayNode

¨ UpdateWorkerNode

pmrepThe following table describes new pmrep commands:

Command Description

GenerateAbapProgramToFile Generates the ABAP program for a mapping and saves the program as a file.

InstallAbapProgram Generates and installs an ABAP program in the SAP system.

UninstallAbapProgram Uninstalls the ABAP program. Uninstall an ABAP program when you no longer want toassociate the program with a mapping.

Command Line Programs 11

Metadata ManagerThis section describes new features and enhancements to Metadata Manager.

Business GlossaryWhen you create or edit a business term, you can add hyperlinks to any other business term in the same ordifferent business glossary. You can also provide links to external web pages as a reference to a business term.These internal and external links help you to browse through related business terms in the business glossary.

Class PropertiesYou can organize the way to display the class properties.

When you edit the properties, you can drag them to change their order or to ensure that they appear in either theBasic or Advanced section of the class properties, in all Metadata Manager perspectives.

For a class, Source Creation Date, Source Update Date, MM Creation Date, and MM Update Date properties arereferred as the synthetic date properties. You can set the Show_Synthetic_Dates_In_Basic_Section property inthe imm.properties file to specify if these properties should be located in the Basic or Advanced section.

Search Results ConfigurationYou can use the elements in the searchpriorities.xml file to create groups of class_ids, class_types, orfavorite_types and assign a priority value to the group. You can assign a priority value to a group, where oneindicates a low priority and ten indicates a high priority. The search results appear based on the priority assignedto the group.

By default, searchpriorities.xml is in the following directory:

<Informatica installation directory>\tomcat\shared\classes

Hide or Display Empty and Read-only PropertiesYou can set the value of the Hide_Empty_Uneditable_Properties property in the imm.properties file to hide ordisplay the empty and read-only properties in all Metadata Manager perspectives.

Filtering Impact SummaryYou can filter the objects that appear in the impact summary based on the type of resource. The filter criteria ispersisted across objects in the catalog.

JDBC ResourceYou can create and configure a JDBC resource to extract metadata from any relational database managementsystem that is accessible through JDBC.

You can create a JDBC resource for any relational database that supports JDBC. Informatica has tested the JDBCresource for IBM DB2/iSeries. You cannot connect to relational databases through ODBC. Where available, youshould use the existing database resource types specific to that relational database instead of the JDBC resource.The database-specific resource types perform better and extract more metadata aspects. For example, to loadmetadata from an Oracle database, create an Oracle resource instead of creating a JDBC resource.

Missing Links ReportYou can set the value of the Missing_Links_Report_Limit property in the IMM.properties file to limit the maximumnumber of missing links you want to export.

backupCmdLine Command Line ProgrambackupCmdLine includes an optional nThreads argument and the task argument for the Backup and Restorecommand. The value of the the nThread argument specifies the number of threads you want to use for the backup

12 Chapter 1: New Features and Enhancements (9.1.0)

or restore task. The value must be greater than zero. The task argument specifies the type of task, which can bebackup or restore.

Gathering StatisticsYou can gather statistics for DB2 resources when the GatherStatistics property in the imm.properties file is set toYes.

PowerCenterThis section describes new features and enhancements to PowerCenter.

PowerCenter RepositoryYou can create a PowerCenter repository on Sybase ASE.

Data AnalyzerThis section describes new features and enhancements to Data Analyzer.

Data Analyzer RepositoryYou can create a Data Analyzer repository on Sybase ASE.

Adapters for PowerCenterThis section describes new features and enhancements to adapters for PowerCenter.

PowerExchange for Salesforce¨ PowerExchange for Salesforce uses version 20.0 of the Salesforce API.

¨ You can configure the Enable Field Truncation Attribute session property to have Salesforce truncate overflowtarget data and write truncated data to a Salesforce target.

¨ You can use a forced authentication HTTP proxy server.

PowerExchange for SAP NetWeaver¨ You can use pmrep to generate and install ABAP programs for mappings with SAP source tables.

¨ You can load data to SAP target tables.

PowerCenter 13