Informatica Metadata Manager Custom Metadata Integration Guide

Informatica Metadata Manager Custom Metadata Integration Guide


Table of contents for above guide

Part I: Concepts and Models.................................................. 14
Chapter 1: Understanding Custom Metadata Integration................... 15
Understanding Custom Metadata Integration Overview............................. 15
Custom Metadata Integration Process........................................ 16
Adding Custom Metadata............................................. 17
Loading Custom Metadata with a Load Template XConnect....................... 17
Loading Custom Metadata with a Custom Metadata Configurator XConnect............. 18
Metadata Manager Concepts.............................................. 18
Models......................................................... 18
Classes......................................................... 19
Properties....................................................... 19
Groups......................................................... 19
Relationships..................................................... 19
Business Name.................................................... 21
Model Browsing and Editing............................................... 21
Browsing Models................................................... 21
Editing Models.................................................... 22
AccessDB Example.................................................... 22
AccessSchema.................................................... 23
AccessTable and AccessView.......................................... 23
AccessTableColumn and AccessViewColumn................................ 23
Chapter 2: Creating and Configuring Custom Models...................... 25
Creating and Editing a Custom Model Overview.................................. 25
Establish the Model Structure........................................... 26
Configuring a Custom Model.............................................. 26
4 Table of Contents
Creating a Model................................................... 26
Editing a Model.................................................... 27
Uploading Rule Set Definitions.......................................... 27
Deleting a Model................................................... 27
Configuring Classes.................................................... 28
Creating a Class................................................... 28
Editing a Class.................................................... 28
Deleting a Class................................................... 29
Moving and Copying Classes........................................... 29
Configuring Properties.................................................. 29
Creating Properties................................................. 30
Editing Properties.................................................. 30
Organizing Properties................................................ 31
Deleting Properties................................................. 31
Configuring Relationships................................................ 32
Class-Level Relationship Properties....................................... 32
Creating Class-Level Relationships....................................... 33
Editing and Removing Class-Level Relationships.............................. 33
Part II: Custom XConnect Created with a Load Template....................... 35
Chapter 3: Load Templates........................................... 36
Load Templates Overview................................................ 36
Load Template Process................................................. 37
Metadata Source Files.................................................. 37
Configuring an Extraction Command File to Generate Metadata Source Files............ 38
Metadata Source File Rules and Guidelines.................................. 38
Special Characters in Metadata Source Files................................. 38
Date Formats in Metadata Source Files.................................... 39
Load Template Components.............................................. 41
Load Template Elements.............................................. 41
Load Template Conditions............................................. 47
Load Template Mapping Rules and Rule Sets................................ 47
Load Template Expressions............................................... 48
Load Template Operators............................................. 48
substr Function.................................................... 48
trim Function..................................................... 49
Creating and Uploading a Load Template...................................... 50
Updating and Deleting a Load Template....................................... 50
Load Template Sample.................................................. 50
Chapter 4: Custom Resource Creation.................................. 52
Custom Resource Creation Overview......................................... 52
Table of Contents 5
Mapping Rules Configuration........................................... 52
Linking Rules Configuration............................................ 53
Enumerated Links Configuration......................................... 53
Schedule Assignment................................................ 53
Creating a Custom Resource.............................................. 54
Metadata Source File Properties......................................... 55
Enumerated Links File Properties........................................ 56
Chapter 5: Rule-Based Links......................................... 57
Rule-Based Links Overview............................................... 57
Linking Rules Files..................................................... 58
Process to Use Rule-Based Links........................................... 59
Process to Use Rule-Based Links for Models................................. 59
Process to Use Rule-Based Links for Resources.............................. 59
Endpoint and Non-Endpoint Links........................................... 60
Endpoints in PowerCenter Resources..................................... 60
Endpoints in Business Intelligence, Data Modeling, and Informatica Platform Resources..... 61
Upload a Rule Set Definition to a Model....................................... 61
Uploading a Rule Set Definition......................................... 61
Upload a Rule Set to a Resource........................................... 62
Uploading a Rule Set................................................ 62
Removing a Rule Set................................................ 62
Link Objects Using Rules................................................ 63
Creating Links through the Resource Link Administration Window................... 63
Chapter 6: Linking Rules File Configuration............................. 64
Linking Rules File Configuration Overview...................................... 64
Rule Set Definition File.................................................. 65
Rule Set Definition File Elements........................................ 65
Rule Set Parameter File................................................. 66
Rule Set Parameter File Elements........................................ 66
Rule Set File......................................................... 67
Rule Set File Elements............................................... 68
Rule Element Configuration for Endpoints...................................... 68
Expressions to Link Endpoints.......................................... 70
Sample Rule Set Definition Files to Link Endpoints............................. 72
Sample Rule Set Files to Link Endpoints.................................... 72
Rule Element Configuration for Non-Endpoints................................... 74
Expressions to Link Non-Endpoints....................................... 75
Sample Rule Set Definition Files to Link Non-Endpoints.......................... 76
Sample Rule Set Files to Link Non-Endpoints................................ 78
Linking Rules Files Schema Definitions....................................... 79
Rule Set Definition File Schema Definition................................... 79
6 Table of Contents
Rule Set Parameter File Schema Definition.................................. 81
Rule Set File Schema Definition......................................... 81
Chapter 7: Enumerated Links......................................... 84
Enumerated Links Overview............................................... 84
Process to Use Enumerated Links........................................... 84
Enumerated Links File.................................................. 85
Sample Enumerated Links File.......................................... 85
Enumerated Links File Properties........................................ 86
Creating Enumerated Links for a Custom Resource................................ 86
Chapter 8: Custom Metadata......................................... 88
Custom Metadata Overview............................................... 88
Creating Custom Metadata Objects.......................................... 88
Create Custom Metadata Objects........................................ 89
Deleting Custom Resources and Metadata Objects............................. 89
Editing Metadata Object Properties.......................................... 90
Exporting and Importing Custom Properties..................................... 90
Exporting Custom Properties........................................... 91
Editing Custom Properties............................................. 91
Importing Custom Properties........................................... 92
Rules and Guidelines for Exporting and Importing Custom Properties................. 92
Chapter 9: Migrating Custom Metadata................................. 93
Migrating Custom Metadata Overview........................................ 93
Step 1. Migrate the Models............................................... 94
Exporting a Model.................................................. 94
Importing a Model.................................................. 94
Step 2. Migrate Custom Metadata........................................... 95
Exporting Metadata................................................. 95
Importing Metadata................................................. 95
Rules and Guidelines for Importing Custom Metadata........................... 96
Step 3. Migrate Load Templates............................................ 96
Step 4. Migrate the Resource Configuration File.................................. 97
Step 5. Migrate Linking Rule Sets........................................... 97
Part III: Custom XConnect Created with the Custom Metadata Configurator.... 98
Chapter 10: Custom Metadata Configurator............................. 99
Custom Metadata Configurator Overview...................................... 99
Step 1. Create Metadata Source Files....................................... 100
Metadata Source File Rules and Guidelines................................. 100
Step 2. Log In to the Custom Metadata Configurator.............................. 101
Table of Contents 7
Custom Metadata Configurator Connection Properties.......................... 101
JDBC Parameters for Secure Databases................................... 102
Step 3. Configure the Custom Resource Template............................... 103
Custom Resource Template Properties.................................... 104
Creating a Custom Resource Template.................................... 104
Editing or Deleting a Custom Resource Template............................. 105
Viewing a Custom Resource Template Summary............................. 105
Step 4. Configure Delimiters for Files........................................ 105
Configuring Delimiters for Files......................................... 106
Step 5. Map Class Attributes............................................. 106
Mapping Class Attributes............................................. 107
Step 6. Map Class Relationships........................................... 108
Mapping Class Relationships.......................................... 109
Step 7. Add Class Rules to Files........................................... 109
Adding Class Rules to Files........................................... 110
Step 8. Generate the PowerCenter Objects.................................... 111
Generating the PowerCenter Objects..................................... 111
Chapter 11: Custom Metadata....................................... 113
Custom Metadata Overview.............................................. 113
Creating Custom Metadata Objects......................................... 114
Creating a Custom Resource.......................................... 114
Create Custom Metadata Objects....................................... 114
Deleting Custom Resources and Metadata Objects............................ 115
Editing Metadata Object Properties......................................... 115
Exporting and Importing Custom Properties.................................... 116
Exporting Custom Properties.......................................... 116
Editing Custom Properties............................................ 117
Importing Custom Properties.......................................... 117
Rules and Guidelines for Exporting and Importing Custom Properties................ 117
Chapter 12: Rule-Based Links....................................... 119
Rule-Based Links Overview.............................................. 119
Linking Rules Files.................................................... 120
Process to Use Rule-Based Links.......................................... 121
Process to Use Rule-Based Links for Models................................ 121
Process to Use Rule-Based Links for Resources.............................. 121
Endpoint and Non-Endpoint Links.......................................... 122
Endpoints in PowerCenter Resources..................................... 122
Endpoints in Business Intelligence, Data Modeling, and Informatica Platform Resources.... 123
Upload a Rule Set Definition to a Model...................................... 123
Uploading a Rule Set Definition......................................... 123
Upload a Rule Set to a Resource........................................... 124
8 Table of Contents
Uploading a Rule Set............................................... 124
Removing a Rule Set............................................... 124
Link Objects Using Rules................................................ 125
Creating Links through the Resource Link Administration Window................... 125
Chapter 13: Linking Rules File Configuration........................... 126
Linking Rules File Configuration Overview..................................... 126
Rule Set Definition File................................................. 127
Rule Set Definition File Elements........................................ 127
Rule Set Parameter File................................................ 128
Rule Set Parameter File Elements....................................... 128
Rule Set File........................................................ 129
Rule Set File Elements.............................................. 130
Rule Element Configuration for Endpoints..................................... 130
Expressions to Link Endpoints......................................... 132
Sample Rule Set Definition Files to Link Endpoints............................ 134
Sample Rule Set Files to Link Endpoints................................... 134
Rule Element Configuration for Non-Endpoints.................................. 136
Expressions to Link Non-Endpoints...................................... 137
Sample Rule Set Definition Files to Link Non-Endpoints......................... 138
Sample Rule Set Files to Link Non-Endpoints................................ 140
Linking Rules Files Schema Definitions....................................... 141
Rule Set Definition File Schema Definition.................................. 141
Rule Set Parameter File Schema Definition................................. 143
Rule Set File Schema Definition........................................ 143
Chapter 14: Migrating Custom Metadata............................... 146
Migrating Custom Metadata Overview........................................ 146
Step 1. Migrate the Models............................................... 147
Exporting a Model................................................. 147
Importing a Model................................................. 148
Step 2. Migrate Custom Metadata.......................................... 148
Exporting Metadata................................................ 148
Importing Metadata................................................ 149
Rules and Guidelines for Importing Custom Metadata.......................... 149
Step 3. Migrate Custom Resource Templates................................... 149
Exporting a Custom Resource Template................................... 150
Importing a Custom Resource Template................................... 150
Rules and Guidelines for Migrating Custom Resource Templates................... 150
Step 4. Migrate Linking Rule Sets.......................................... 151
Step 5. Configure and Load the Custom Resources............................... 151
Table of Contents 9
Appendix A: Resource Configuration File.................................... 152
Resource Configuration File Overview....................................... 152
Resource Configuration File Components..................................... 153
Resource Configuration File Elements.................................... 153
Resource Configuration File Parameters................................... 155
Resource Configuration File Sample........................................ 155
Exporting a Resource Configuration......................................... 156
Importing a Resource Configuration......................................... 157