Informatica Metadata Manager User Guide

Informatica Metadata Manager User Guide

Table of contents for above guide

Chapter 1: Using Metadata Manager.......................................... 12
Metadata Manager Overview.............................................. 12
Resource Types................................................... 13
Metadata Manager Interface.............................................. 14
Browse Tab...................................................... 15
Metadata Manager Browse Tab Tasks........................................ 16
Browse Metadata Objects............................................. 16
Browse Business Glossaries........................................... 16
Search Metadata Objects............................................. 16
Organize Metadata................................................. 16
Edit Metadata Objects............................................... 17
Analyze Metadata.................................................. 17
Share Metadata.................................................... 17
Run Metadata Manager Reports......................................... 17
Logging In to Metadata Manager............................................ 18
Cookies......................................................... 18
Changing a Password................................................... 19
Chapter 2: Viewing Metadata................................................. 20
Viewing Metadata Overview............................................... 20
Metadata Catalog..................................................... 21
List View........................................................ 22
Tree View....................................................... 23
Recent History.................................................... 24
Catalog Preferences................................................. 24
Metadata Catalog Tasks.............................................. 24
Metadata Details...................................................... 25
4 Table of Contents
Object Definitions.................................................. 26
Related Catalog Objects.............................................. 27
Impact Summary................................................... 28
Audit Trails....................................................... 30
Chapter 3: Searching Metadata............................................... 32
Searching Metadata Overview............................................. 32
Search Location...................................................... 33
Keyword Search...................................................... 34
Performing a Keyword Search.......................................... 34
Understanding Keyword Search Results.................................... 34
Advanced Search..................................................... 35
Metadata Object Properties............................................ 36
Performing an Advanced Search......................................... 36
Search Results....................................................... 37
Configuring Preferences for Search Results................................. 37
Understanding Searches and Search Syntax.................................... 38
Special Characters and Common Words.................................... 38
Special Characters in Patterns.......................................... 39
Search Operators.................................................. 40
Wildcard Characters................................................. 40
Quotation Marks................................................... 40
Fuzzy Searches................................................... 41
Boosting a Search Keyword............................................ 41
Searching in Different Languages........................................ 41
Saved Searches...................................................... 41
Saving Searches................................................... 42
Running Saved Searches............................................. 42
Editing Saved Searches.............................................. 42
Renaming Searches................................................. 43
Troubleshooting Searches................................................ 43
Chapter 4: Working with Shortcuts and Folders............................... 44
Working with Shortcuts and Folders Overview................................... 44
Shortcut and Folder Properties.......................................... 45
Working with Shortcuts.................................................. 45
Creating a Shortcut................................................. 45
Adding a Metadata Object to Shortcuts..................................... 45
Editing Shortcut Properties............................................ 46
Tasks in Shortcuts View.............................................. 46
Working with Folders................................................... 47
Creating a Folder................................................... 47
Editing a Folder.................................................... 47
Table of Contents 5
Configuring Folder Permissions......................................... 48
Searching Within a Folder............................................. 48
Chapter 5: Editing Metadata.................................................. 50
Editing Metadata Overview............................................... 50
Comments.......................................................... 50
Adding Comments.................................................. 51
Deleting Comments................................................. 51
Links.............................................................. 51
Link Syntax...................................................... 51
Local Links....................................................... 52
Adding Links...................................................... 52
Editing Links...................................................... 52
Deleting Links..................................................... 52
Relationships........................................................ 53
Relationships to PowerCenter Objects..................................... 53
Creating and Deleting Relationships for a Single Metadata Object................... 54
Creating and Deleting Multiple Relationships................................. 55
Chapter 6: Working with Data Lineage........................................ 58
Data Lineage Overview.................................................. 58
Data Lineage Example.................................................. 59
Accessing Data Lineage................................................. 59
Data Lineage Diagram Tab............................................ 60
Rules and Guidelines for Accessing Data Lineage............................. 61
Data Lineage Generations................................................ 61
Summary Lineage for PowerCenter Mappings................................... 62
Transformation Instances in the Summary View............................... 63
Data Lineage Tasks.................................................... 63
Performing Metadata Manager Tasks in Data Lineage........................... 64
Viewing Object Details............................................... 65
Expanding and Collapsing Objects....................................... 66
Filtering Objects................................................... 66
Finding Objects.................................................... 69
Object Handling...................................................... 69
Handling Source Repository Objects...................................... 69
Troubleshooting Data Lineage Diagrams....................................... 70
Chapter 7: Sharing Metadata................................................. 72
Sharing Metadata Overview............................................... 72
Metadata Information................................................ 73
Before You Send Email............................................... 73
Before You Export.................................................. 74
6 Table of Contents
Email............................................................. 74
Sending Email.................................................... 75
Metadata Export...................................................... 76
Exporting Metadata Objects............................................ 76
Exporting a Data Lineage Diagram....................................... 76
Viewing Data Lineage in Microsoft Excel....................................... 77
Lineage Information Worksheet......................................... 78
Structure-Level Information Worksheet..................................... 78
Field-Level Information Worksheet....................................... 79
Connections By Structure Worksheet...................................... 80
All Connections Worksheet............................................ 81
Chapter 8: Business Glossaries.............................................. 82
Business Glossaries Overview............................................. 82
Category and Business Term Details......................................... 83
Viewing Category and Business Term Details................................ 84
Reference Tables..................................................... 84
Viewing Reference Tables............................................. 84
Relationships for Business Glossary Objects.................................... 85
Single Relationships for Business Terms................................... 85
Multiple Relationships for Business Terms.................................. 86
Relationships to PowerCenter Objects..................................... 86
Creating Relationships to Metadata Objects................................. 87
Creating Relationships to Business Terms.................................. 87
Viewing Related Catalog Objects........................................ 88
Chapter 9: Working with Metadata Manager Reports........................... 89
Working with Metadata Manager Reports Overview................................ 89
Business Intelligence Reports........................................... 89
Data Modeling Reports............................................... 90
Data Integration Reports.............................................. 90
Database Management Reports......................................... 90
Running Metadata Manager Reports......................................... 90
Troubleshooting Metadata Manager Reports.................................... 90
Chapter 10: Using the URL API............................................... 91
Using the URL API Overview.............................................. 91
URL API Syntax with Menus and Tabs........................................ 92
URL API Syntax without Menus and Tabs...................................... 93
Appendix A: Configure the Web Browser...................................... 95
Configure the Web Browser............................................... 95
Table of Contents 7
Appendix B: Glossary........................................................ 97