Professional Documents
Culture Documents
Training Class
Student Lab Guide
Version ICS 2012-10
Note: You should bookmark this URL, as you will use it repeatedly throughout the class.
Instructions
Step 1.
1) If the Account object in your Salesforce org doesnt already have an External
ID field, create one by adding a new custom field to the Account object and
marking it as an external id field.
Note: If you are not familiar with the process for creating an External ID field
in Salesforce, step-by-step instructions are provided in Appendix B, at the end
of this Lab Guide.
Step 2.
Create a data synchronization task that upserts account data
into your Salesforce org.
1) Create a new data synchronization task.
2) Specify the following properties for the task:
o Task Name: SXX_LoadAccounts
o Task Operation: Upsert
o Source Connection: Lab SQLServer
o Source Object: Account
o Target Connection: SXX_Salesforce
o Target Object: Account
3) Map the following fields:
Source Field
Target Field
Account_name
Name
Area_code & Phone_number
Phone
AccountId
Account_External_ID__c (or
AccountType
4) Save the task.
5) Run the task.
6) Verify that the task ran properly by checking that the accounts are now in
Salesforce.
Note: To view the list of accounts in the source table, go to the Training web
site and click on the DB Accounts link to view the contents of the Accounts
table.
Step 3.
Step 4.
5) Click OK.
6) Click Next to begin the import.
7) Click the Add All button to import all workflow objects:
Step 5.
Step 6.
Modify the mapping (BONUS STEP) and upload to Informatica
Cloud.
If you have time, you can perform the following steps.
1. Open the Expression transformation.
2. Edit the expression in the Phone_OUT output port so that it formats the
phone number as follows: (xxx) xxx-xxxx.
3. Save the mapplet.
4. Export the mapplet XML.
5. Import the mapplet into Informatica Cloud as a PowerCenter Service task.
6. Locate one of the accounts that you just loaded into Salesforce Honeywell
or Cox Media, for example.
7. Examine the format of the phone number.
8. Run the PowerCenter Service task.
9. Verify that the phone number format is updated.
Duration:
This lab should take approximately 20 minutes.
Instructions
Step 1.
Download the workflow xml and import into the Repository
Manager.
Note: You may wish to create a separate folder in your repository for the examples
you will create in this class.
1) Go to the Training web site. (http://ec2-75-101-208-253.compute1.amazonaws.com/TrainingHelp/Main2.aspx)
2) Navigate to the Workflow XML directory and download the following file:
wf_PickListPivot.xml
3) Import the xml into your PowerCenter Repository Manager.
Note: Throughout this class, when you import the workflow xml into
PowerCenter, be sure to follow the steps in the previous lab click the Add All
button to import all objects, select the Destination folder, and select the Reuse
option for session conflicts.
Step 2.
Note: In order to test and validate the PowerCenter workflow, you will need a
source file.
1) Create the following directory structure on the machine where you are running
PowerCenter:
C:\a_IOD\Files\
2) Create a subdirectory called PickListPivot.
3) Create the following subdirectories under PicklistPivot:
10
Src
Tgt
4) Go to the Training web site, navigate to the Source Data Files directory, and
download the following file:
Customer_Certifications.csv
5) Place this file in the following directory:
C:\a_IOD\Files\PicklistPivot\Src
Step 3.
1)
2)
3)
4)
___________________________________________________
___________________________________________________
5) What separator will be used between values?
___________________________________________________
6) Do you think the input and output fields that will display in Informatica Cloud
DSS task Field Mapping are intuitive for the business user?
7) Optionally, change the field names in the Input and Output transformations.
Step 4.
1)
2)
3)
4)
11
6) Click on the target and enter the following value for output file directory:
C:\a_IOD\files\PickListPivot\Tgt
7) Enter the following value for output filename:
Picklistpivot.out
8) For the Header Options attribute, select Output Field Names.
9)
10)
11)
12)
12
Step 5.
Step 6.
1) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
2) Go to the Configuration > Plug-ins page.
3) Click the New button.
4) Enter SXX-PicklistPivot (where XX is your student number) for the
plug-in name.
5) Select True for the Active option.
6) Click the Browse button in the Mapplet XML file field to locate the xml file
you previously saved to your desktop.
7) The page should look like this:
13
Duration:
This lab should take approximately 15 minutes.
Instructions
Step 1.
1) Create a custom field of type multi-select picklist on the Account object in your
Salesforce org.
2) Name the picklist field Certifications.
3) Be sure to add the field to your page layout(s).
Step 2.
Step 3.
Create a data synchronization task to load data from the
Certifications table into the multi-select pick-list.
1) Create a data synchronization task to take entries in the Certifications table
and add them to a multi-select picklist in Salesforce.
2) Specify the following properties for the task:
o Task Name: SXX_LoadPickList
o Task Operation: Upsert
o Source Connection: Lab SQLServer
o Source Object: Certifications
o Target Connection: SXX_Salesforce
o Target Object: Account
3) On the Field Mappings page, add the SXX_PicklistPivot plug-in to the task.
4) Map the following fields:
Note that the plug-in input and output field names may vary, if you changed
them in PowerCenter.
Mapping Selection Source Field
Target Field
Source to Plug-in
AccountId
KEY
Certification
ITEM
Plug-in to Target
ITEM_LIST_SEMICOLAN
Certifications__c
14
KEY1
Account_External_ID_c
5) Save the task.
6) Run the task.
7) Verify results by looking at a few accounts in Salesforce: Honeywell, Tyco,
PayPal, and IBM.
8) Note the contents of the Certifications picklist for the account, Tyco:
___________________________________________________
___________________________________________________
9) Re-examine the contents of the Certifications table.
10) Do you see a problem? How do you think this problem might be fixed?
___________________________________________________
___________________________________________________
15
Duration:
This lab should take approximately 15 minutes.
Instructions
Step 1.
Ascending
Item
String
100
Step 2.
1)
2)
3)
4)
5)
6)
16
Step 3.
1) Export the workflow and save the file to your desktop (use a different file name
this time add v2, for example).
Step 4.
1) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
2) Go to the Configuration > Plug-ins page.
3) Locate the plug-in you created in a previous lab, SXX-PicklistPivot (where
XX is your student number).
4) Click the pencil icon to edit the plug-in.
5) Click the Browse button in the Mapplet XML file field to locate the new xml
file (saved to your desktop in the previous step).
6) Click OK to save the changes to the plug-in.
Step 5.
17
Duration:
This lab should take approximately 10 minutes.
Instructions
Step 1.
1) Copy the workflow XML file that you exported from PowerCenter, in the
previous lab (it should be located on your desktop).
2) Rename the file for example, add _pcs to the filename:
wf_PickList_Pivotv2_pcs.xml.
Note: You must rename the file, as you cannot import a plug-in or
PowerCenter Service xml file with the same name as one that was already
imported.
Step 2.
1)
2)
3)
4)
Step 3.
Note: ONLY complete this step if you are running the Informatica Secure Agent on
a different machine as PowerCenter.
1) Create the following directory structure on the secure agent machine:
C:\a_IOD\Files\PicklistPivot
2) Create the following sub-directories:
18
Src
Tgt
3) Go to the training web site and download the following file:
customer_certifications.csv.
4) Copy it to the Src directory.
Step 4.
1)
2)
3)
4)
19
Duration:
This lab should take approximately 20 minutes.
Instructions
Step 1.
1)
2)
3)
4)
5)
Step 2.
Use the Source Analyzer tool to create a definition for the file.
20
Position
1-2
3 - 27
28 - 43
44
45 - 69
70 - 116
117 143
144 - 145
146 - 154
155 - 166
Field Name
Reporting Year
Last Name
First Name
Middle Initial
Street Address
Email Address
City
State
Zip Code
Phone
6) Once you have identified all of the columns, click the Next button:
21
7) On the next page (Step 3 of 3), specify the name and datatype (you can make
them all text fields) for each column:
22
Step 3.
4) Click the Advanced button and verify that the Column Delimiters field
contains a comma:
23
5) Save changes.
Step 4.
Create a mapping.
1) Create a mapping that maps the Source Definition you created to the Target
Definition you created.
Note that the mapping should look something like this:
Val
idate and save the mapping.
Step 5.
Create a workflow.
24
Step 6.
25
6) Set the properties in the Others section as shown in the image below:
7) Click OK.
8) Save changes.
Step 7.
Update the workflow properties.
1) Edit the workflow in the Workflow Designer tool.
2) Edit the Source and Target file properties on the Mapping tab.
3) Select the Output Field Names option for the Target.
4) Save your changes.
Step 8.
Validate and run the workflow.
1) Validate and run the workflow.
2) Verify results by examining the output file that was created.
Step 9.
Export the workflow and create a PowerCenter Service Task.
1) Export the workflow.
26
27
Step 1.
1) Go to the training web site and navigate to the Source Files directory.
2) Download the file, CustomersContacts_Sample.xml and save it to a
location on the machine where you are running PowerCenter (create a new
folder in the a_IOD\Files directory called ParseXML).
Step 2.
Use the Source Analyzer tool to create a definition for the file.
28
4) Before you click Open, click the Advanced Options link (at the bottom of the
dialog box).
The Change XMLViews Creation and Naming Options dialog is displayed.
5) Select the first checkbox and enter 100 in the value field:
6) Click OK.
7) Click Open to import the file.
The XML Wizard is displayed.
8) Click Next, then Finish.
9) Save your changes.
Step 3.
Note that when you are converting an XML file to one or more flat files, you
must create the target flat file(s). In order to do this, youll need to think about
the columns you want to have in the resulting flat file. To save time, and for
purposes of this lab, you will use flat files that have already been created.
1) Go to the Training web site and navigate to the Target Files directory.
2) Download the following files:
Companies.csv
Contacts.csv
3) Save both files to the a_IOD\Files\ParseXML\ Tgt folder.
Step 4.
29
4) Click OK.
5) The Flat File Import Wizard is displayed.
6) On Step 1 of 3, be sure to select the Import field names from first line option
and click Next:
30
Note that you will need to click on each field in the Source definition list and
adjust the Length/Precision:
31
Step 5.
Step 6.
32
4) Drag and drop the fields (under the X_Contact object) from the Source
Qualifier to the Target:
Step 7.
Create workflows.
1) Create a workflow for each of the mappings.
2) Edit the workflow and edit the Source and Target file properties on the
Mapping tab.
3) Save your changes.
Step 8.
Step 9.
Export the workflows and create PowerCenter Service Tasks.
1) Export the workflows.
2) Import each workflow as a PowerCenter Service Task in Informatica
Cloud use the following naming convention for the tasks:
SXX_ParseXMLContacts and SXX_ParseXMLCompanies.
3) Run the PowerCenter Service tasks and verify results on the agent
machine.
33
Understand how to use the output (resulting file) from a PowerCenter Service
task as the source for a data synchronization task.
Understand how to add a PowerCenter Service task to a task flow.
Duration:
This lab should take approximately 20 minutes
Step 1.
Create a data synchronization task that loads data into the
Salesforce Account object.
1) Create a data synchronization task that loads data from the resulting flat
file into the Salesforce Account object.
2) Name the task SXX_XMLUpsertAccounts.
3) Note that you will need to create a flat file connection that points to the
directory where the resulting file (created by the PowerCenter Service
task) is stored.
Step 2.
Create a data synchronization task that loads data into the
Salesforce Contacts object.
1) Create a data synchronization task that loads data from the resulting flat
file into the Salesforce Contact object.
2) Name the task SXX_XMLUpsertContacts.
Step 3.
Create a Task Flow that contains all tasks.
1) Create a task flow.
2)
3)
4)
5)
6)
Step 4.
1)
2)
34
Instructions
Step 1.
Step 2.
Download the existing Aggregator plug-in from the Informatica
Marketplace.
1)
2)
3)
4)
5)
6)
7)
8)
9)
Step 3.
1)
2)
3)
4)
5)
35
6) Drag the new OrderType port from the Input transformation to the Expression
transformation, and from the Expression transformation to the Sorter
transformation.
7) Drag the OrderType port from the Sorter transformation to the Aggregator
transformation.
8) Open the Aggregator transformation.
9) Add two new variable ports one to filter for Web, and one to filter for Direct,
orders. The formulas for these fields follow:
IIF (OrderType='Direct', IN_AGG_FIELD1,0)
IIF (OrderType='Web', IN_AGG_FIELD1,0)
10) You will also need to add two ports for summing orders of each type.
The completed Aggregator transformation should contain the following ports:
36
Step 4.
1) So you can test the plug-in in PowerCenter, as well as update the mapping, you
will need to import the following source and target definitions using
Repository Manager (make sure these are imported into the folder where you
are doing the work for this class).
Note that you can download the xml files from the Training web site, under
the Source and Target Files directories.
o Source Definition: Orders.xml
o Target Definition: T_AGG_CUSTOM_GroupBy.xml
Step 5.
37
3) Save changes.
Step 6.
Step 7.
Step 8.
1) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
2) Go to the Configuration > Plug-ins page.
3) Click the New button.
4) Enter SXX_Aggregator (where XX is your student number) for the plug-in
name.
5) Select True for the Active option.
6) Click the Browse button in the Mapplet XML file field to locate the xml file
you previously saved to your desktop.
7) Click OK to save.
Step 9.
Before using the plug-in, you will need to create two custom fields on the Account
object in Salesforce. The fields should be named something like Order TotalDirect Sales and Order Total Web Sales.
Step 10.
38
3)
4)
5)
1)
2)
3)
4)
Step 11.
Verify results.
39
Instructions
Step 1.
1) Before you modify the workflow in PowerCenter, you may wish to review an
example source file to get a sense of the fields and data.
2) Go to the Training web site and navigate to the Source Files directory.
3) Open the file, TradeShowLeads.csv.
4) Note the fields that you can use as match fields for identifying duplicate
records:
____________________________________________________________
____________________________________________________________
____________________________________________________________
Step 2.
Step 3.
40
1)
2)
3)
4)
Step 4.
41
Step 5.
Step 6.
Step 7.
Refresh the workflow.
1) In the PowerCenter Workflow Manager tool, open the workflow for the
mapping, wf_m_DedupeSourceRecords_3Fields .
Step 8.
Validate and run the workflow.
1) Validate and run the workflow.
2) Verify results by examining the output file that was created.
Step 9.
Export the workflow and create a Plug-in.
1) Export the workflow.
2) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
3) Go to the Configuration > Plug-ins page.
4) Click the New button.
5) Enter SXX_RemoveDupes (where XX is your student number) for the plugin name.
6) Select True for the Active option.
42
7) Click the Browse button in the Mapplet XML file field to locate the xml file
you previously saved to your desktop.
8) Save the plug-in.
Step 10.
Step 11.
Verify results.
43
Instructions
There are no step-by-step instructions for this lab. HINT: Try adding an expression on the
MATCH_KEY port, so that the data is standardized (all characters set to same case)
before it is sent to the Aggregator transformation.
Note: You can also accomplish this by using expressions (in the Field Mapping step) in
the Informatica Cloud task. Which approach do you think would be better and why?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
44
Instructions
Step 1.
1)
2)
3)
4)
Step 2.
1) Go to the Training web site and navigate to the Workflow XML directory.
2) Download the file, wf_m_Twitter_Search_Simple.XML.
3) Import the workflow into your PowerCenter repository.
Step 3.
1)
2)
3)
4)
Step 4.
1) Use the following link to examine the Twitter API documentation for the
method youll be calling:
http://dev.twitter.com/doc/get/search
As you noted above, the current plug-in only supports the q (query)
parameter.
2) Test the method and verify results by entering the following URL into a
separate browser tab:
45
http://search.twitter.com/search.atom?q=informatica
Note that Informatica supports the atom XML format, and does not support the
json format. You can replace Informatica with any search term youd like.
You may notice that many of the tweets that are returned are in various
languages. Your goal is to modify the plug-in so that the language parameter is
also supported, and the plug-in returns only tweets in English.
3) Review the complete list of parameters. Note any additional parameters you
may wish to add to the plug-in:
_______________________________________________
_______________________________________________
4) Test the additional parameters by adding them to the query string portion of the
URL:
http://search.twitter.com/search.atom?q=informatica&lang=E
N
Step 5.
46
5) Save changes.
Step 6.
Step 7.
Step 8.
1) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
2) Go to the Configuration > Plug-ins page.
3) Click the New button.
47
Step 9.
Before using the plug-in, you will need to create a custom field on the cases object
in Salesforce. Marking this field as an external ID and mapping the Tweet Id will
prevent the insertion of duplicate tweets.
1) Create a custom field called Tweet ID on the cases object in Salesforce.
2) Mark this field as an external ID.
Step 10.
Step 11.
Verify results.
48
Instructions
Step 1.
Create a mapplet.
Step 2.
49
Note: If you are prompted to override all infinite lengths with a value, click
Yes and enter the value 100.
5) Click Open.
6) Scroll to the top of the operation tree and select the getRecentAccounts
operation:
7) Click Next.
8) Click Finish.
9) Map the LastModifiedDate port on the Mapplet Input transformation to the
tns_LastModifiedDate port on the WebServices Consumer transformation:
50
Step 3.
Step 4.
Step 5.
1) Open the Repository Manager and import the following source and target
definitions (from the Training web site):
Date_Mod.xml
51
Account_List.xml
2) Save your changes.
Step 6.
Create a mapping.
1) Create a mapping and add the source definition, mapplet, and target definition.
2) Map fields as follows:
Step 7.
Create a workflow.
1) Create a workflow for the mapping.
2) Edit the workflow and edit the Source and Target file properties on the
Mapping tab.
3) Save your changes.
Step 8.
Validate and run the workflow.
1) Validate and run the workflow.
2) Verify results by examining the output file that was created.
Step 9.
Export the workflow and create a Plug-in.
1) Export the workflow.
2) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
3) Go to the Configuration > Plug-ins page.
4) Click the New button.
5) Enter SXX_GetRecentAccounts (where XX is your student number) for
the plug-in name.
6) Select True for the Active option.
7) Click the Browse button in the Mapplet XML file field to locate the xml file
you previously saved to your desktop.
8) Click OK to save.
Step 10.
52
Step 11.
Verify results.
53
Duration:
This lab should take approximately 30 minutes.
Instructions
Step 1.
Step 2.
Create and run a data assessment task to identify duplicate
leads.
1) Create a data assessment task.
2) Specify the following properties for the task:
o Source Connection: SXX_Salesforce
o Data Object: Lead
3) On Step 2, Quality Metrics, click on the Customize Weights button next to
Duplicates.
54
Weight
20
20
30
15
15
10) Click on the hyperlink, x% of Lead records are duplicate in the Top
Issues section.
11) Add the following fields to the list of Selected Fields: ID, FirstName,
LastName, Company, Street, City, State, PostalCode, Country, Phone, Email,
CreatedDate.
12) Click the Fetch Data button.
13) Click the Download to Excel button.
14) Click on Home -> Data Files.
15) Click the Download File button for your file and and save the file to the
following source directory:
C:\a_IOD\Files\SF_Merge_Duplicates\Src
Note: This directory should be created on the machine running the Secure
Agent.
16) Open the file and delete the top 6 lines (so that the header row is the first row),
and save your changes.
Step 3.
Download the workflow xml and import into the Repository
Manager.
1) Go to the class web site.
2) Navigate to the Workflow XML directory and download the following file:
wf_Merge_SF_Leads_Dups.XML.xml
3) Import the xml into your PowerCenter Repository Manager.
Step 4.
55
Step 5.
Step 6.
56
4) Click on the session to make sure the correct value is chosen for the Salesforce
Connection.
5) On the Mapping tab, select the mapplet object, and select the correct
connection value:
6)
7)
8)
9)
Click OK.
Click OK again to close.
Validate the workflow.
Save the workflow.
Step 7.
Export the workflow and create a Plug-in.
1) Export the workflow.
2) Log into the Informatica Cloud training org.
3) Go to the Configuration > Plug-ins page.
57
Step 8.
1) Log into Salesforce to view the duplicate lead records before running the task
to merge them:
Step 9.
Step 10.
Verify results.
58
Instructions
Step 1.
1) Go to the following URL to review the documentation for the login() web
service:
http://www.salesforce.com/us/developer/docs/api/Conte
nt/sforce_api_calls_login.htm
Step 2.
59
Step 3.
Download the workflow xml and import into the Repository
Manager.
1) Go to the Training web site.
2) Navigate to the Workflow XML directory and download the following file:
wf_SalesForce_Login.xml
3) Import the xml into your PowerCenter Repository Manager.
Step 4.
Step 5.
Step 6.
60
Note: If you are prompted to override all infinite lengths with a value, click
Yes and enter the value 100.
3) Select the login operation:
4) Click Next.
5) On Step 2 of the wizard, be sure to select the Create URL Port option:
61
6) Click Finish.
7) Double-click the Web Services Consumer transformation to open the properties
dialog.
8) Click on the Web Services Consumer Properties tab.
9) Click the Add Pass-through Port button.
10) Add the following pass-through ports:
62
16)
17)
18)
19)
Click OK.
Save changes.
Close the XML Schema Navigator window.
Map fields from the Expression transformation to the Web Services
Consumer transformation as follows:
63
Step 7.
Step 8.
Validate and run the workflow.
1) Open the workflow, wf_m_SalesForce_Login.
2) Edit the workflow and edit the Source and Target file properties on the
Mapping tab.
3) Save your changes.
Step 10.
64
1) Create a new flat file connection (name it SXX SFDC Source Files) that
points to the directory where the Salesforce credentials file is stored
(c:\a_IOD\Files\Salesforce\Src.
2) Create a new flat file connection that points to the directory where the
Salesforce sessionID file is stored (c:\a_IOD\Files\Salesforce\Lkp.
Step 11.
1)
2)
3)
4)
65
Instructions
Step 1.
Step 2.
Download the workflow xml and import into the Repository
Manager.
1) Go to the Training web site.
2) Navigate to the Workflow XML directory and download the following file:
wf_m_Salesforce_ConvertLead.xml
3) Import the xml into your PowerCenter Repository Manager.
Step 3.
Note: In order to test and validate the PowerCenter workflow, you will need a
source file.
1) Go to the Class Resources web site, navigate to the Source Files directory,
and download the following file:
ConvertLeads.csv
2) Place this file in the following directory:
C:\a_IOD\Files\Salesforce\Src
Step 4.
Enter or locate leads to be converted.
1) In your Salesforce org, enter one or more new leads (or find existing leads that
have not yet been converted).
4) Replace the Lead ID with the Lead ID from your Salesforce instance.
5) Verify that the value for the ConvertedStatus field exists in your org, and is
the status you want the lead converted to:
___________________________________________________
___________________________________________________
6) Open the Lookup transformation.
7) Note the Lookup Condition.
8) Note the SessionID field in the Lookup transformation and note which fields
it is mapped to in the Web Services Consumer transformation:
___________________________________________________
___________________________________________________
Step 6.
Update the workflow properties.
1) Edit the workflow in the Workflow Designer tool.
2) Edit the Source and Target file properties on the Mapping tab.
3) Select the Output Field Names option for the Target.
4) Save your changes.
Step 7.
1)
2)
3)
4)
Step 8.
Step 9.
1) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
2) Go to the Configuration > Plug-ins page.
3) Click the New button.
67
Step 10.
1) Create a new flat file connection (name it SXX SFDC Target Files) that points
to the target directory (c:\a_IOD\Files\Salesforce\Tgt).
2) From the training web site, click on the Target Files link, and download the
file, tgt_SFDC_ConvertLead_out.csv.
3) Save it to the directory you just created.
Step 11.
1)
2)
3)
4)
5) For the Target, select SXX SFDC Target Files for the Connection, and
tgt_SFDC_ConvertLead_out.csv for the Object.
68
Instructions
Step 1.
1) Go to the following URL to review the documentation for the logout() web
service:
http://www.salesforce.com/us/developer/docs/api/Conte
nt/sforce_api_calls_logout.htm
Step 2.
Download the workflow xml and import into the Repository
Manager.
1) Go to the Training web site.
2) Navigate to the Workflow XML directory and download the following file:
wf_SFDCLogout.xml
3) Import the xml into your PowerCenter Repository Manager.
Step 3.
1) Go to the Class Resources web site and navigate to the Target Files directory.
2) Download the file, SFDC_Logout_Message.csv, and save it to the
c:\a_IOD\Files\Salesforce\Tgt directory.
Step 4.
Validate and run the workflow.
1) Validate and run the workflow.
2) Verify results by examining the output file that was created.
Step 5.
Export the workflow and create a Plug-in.
1) Export the workflow.
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2) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
3) Go to the Configuration > Plug-ins page.
4) Click the New button.
5) Enter SXX_SFDC_Logout (where XX is your student number) for the plugin name.
6) Select False for the Active option.
7) Click the Browse button in the Mapplet XML file field to locate the xml file
you previously saved to your desktop.
Step 6.
1)
2)
3)
4)
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Step 7.
1)
2)
3)
4)
5)
Instructions
Step 1.
1)
2)
3)
4)
5)
________________________________________________________
6) List the format options for the response:
Step 2.
______________________________________________
Save the response in an xml file.
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2PkuP7qRX2iY1gHMY</sessionId>
</LoginResponse>
Step 3.
Download the workflow xml and import into the Repository
Manager.
1) Go to the Training web site.
2) Navigate to the Workflow XML directory and download the following file:
wf_ICS_API_Logon.xml
3) Import the xml into your PowerCenter Repository Manager.
Step 4.
1)
2)
3)
4)
5)
6)
7)
Step 5.
Step 6.
Step 7.
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3) Choose the option to override all infinite field lengths, and enter the value
100.
4) Select Entity Relationships on the XML Definition Creation Options page
and click Finish.
5) Double-click on the XML Parser transformation to edit the properties.
6) Click on the Midstream XML Parser tab (you will need to click the right
arrow button in the top, right corner of the dialog box to view more tabs).
7) Click the XML Editor button.
8) Click on the column name (on the right-hand side of the screen), and enter a
new value for the length property (enter 255 for each field in the Login
Response):
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11) Map fields from the XML Parser transformation to the Expression
transformation as follows:
Step 8.
Validate and run the workflow.
1) Validate and run the workflow.
2) Verify results by examining the output file that was created.
Step 9.
Export the workflow and create a plug-in.
1) Export the workflow.
2) Log into the Informatica Cloud training org, using the username and password
that were provided to you.
3) Go to the Configuration > Plug-ins page.
4) Click the New button.
5) Enter SXX_ICS_API_Login (where XX is your student number).
6) Select False for the Active option.
7) Click the Browse button in the Mapplet XML file field to locate the xml file
you previously saved to your desktop.
8) Click OK to save the plug-in.
Step 10.
1) Create a new flat file connection (name it SXX ICS API Source Files)
that points to the directory where the Informatica Cloud credentials file is
stored (c:\a_IOD\Files\ICS_API\Src.
2) Create a new flat file connection (name it SXX ICS API Lookup Files)
that points to the directory where the Informatica Cloud sessionID file is stored
(c:\a_IOD\Files\ICS_API\Lkp.
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Step 12.
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Instructions
Step 1.
1)
2)
3)
4)
5)
Step 2.
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<endTime>2011-05-06T19:39:35.000Z</endTime>
<success>1</success>
<failedSourceRows>0</failedSourceRows>
<successSourceRows>60</successSourceRows>
<failedTargetRows>0</failedTargetRows>
<successTargetRows>60</successTargetRows>
<entries> <ActivityLogEntry>
<type>DRS</type>
<objectName>DRS</objectName>
<runId>9</runId>
<startTime>2011-05-06T19:38:38.000Z</startTime>
<endTime>2011-05-06T19:39:16.000Z</endTime>
<success>1</success>
<failedSourceRows>0</failedSourceRows>
<successSourceRows>26</successSourceRows>
<failedTargetRows>0</failedTargetRows>
<successTargetRows>26</successTargetRows>
<entries> <ActivityLogEntry>
<type>DRS</type>
<objectName>Lead</objectName>
<runId>0</runId>
<startTime>2011-05-06T19:38:42.000Z</startTime>
<endTime>2011-05-06T19:38:51.000Z</endTime>
<success>1</success>
<failedSourceRows>0</failedSourceRows>
<successSourceRows>22</successSourceRows>
<failedTargetRows>0</failedTargetRows>
<successTargetRows>22</successTargetRows>
<errorMsg>No errors encountered.</errorMsg>
</ActivityLogEntry>
Step 3.
1) Go to the Class Resources web site and navigate to the Source Files directory.
2) Download the file, Src_ICS_Activity_Rowlimit.csv.
3) Save it to the c:\a_IOD\Files\ICS_API\Src directory.
Step 4.
1) Go to the Class Resources web site and navigate to the Target Files directory.
2) Download the file, Tgt_ICS_API_ActivityLogResponse.csv, and save it to
the c:\a_IOD\Files\ICS_API\Tgt directory.
Step 5.
Download the workflow xml and import into the Repository
Manager.
1) Go to the Training web site.
2) Navigate to the Workflow XML directory and download the following file:
wf_IOD_API_ActivityLog.xml
3) Import the xml into your PowerCenter Repository Manager.
Step 6.
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Step 7.
1)
2)
3)
4)
Step 8.
Create a mapping.
1) Create a mapping and add the mapplet, target definition, and source definition
you created above.
Note that the mapping should look something like this:
Step 9.
Create a workflow.
1) Create a workflow for the mapping.
2) Edit the workflow and edit the Source and Target file properties on the
Mapping tab.
3) Save your changes.
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Step 12.
Step 13.
1)
2)
3)
4)
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Learn how
Learn how
Learn how
Learn how
to build a plug-in that calls a web service method (via REST API).
to use the runjob resource in the Informatica Cloud REST API.
to create an APEX class.
to create an APEX trigger.
Duration:
This lab should take approximately 25 minutes
Instructions
Step 1.
Create a data synchronization task to upsert closed/won
opportunities.
Name the task: SXX_ProcessOrders.
Select Operation: Upsert.
Select Source Connection: SXX_SFDCDeveloper.
Select (Multiple) Source Objects: Opportunity and Account.
Select Target Connection: Lab SQLServer.
Select Target Object: ProcessOrders.
Specify the following data filter:
(IsClosed = True AND IsWon = True) AND
(LastModifiedDate > $Lastruntime OR CreatedDate >
$Lastruntime)
8) Specify the following field mappings:
Source Object
Source Field
Target Field
Opportunity
Amount
OpportunityAmount
Opportunity
CloseDate
CloseDate
Opportunity
Id
OpportunityID
Opportunity
Name
OpportunityName
Opportunity
Type
OpportunityType
Account
Name2
AccountName
1)
2)
3)
4)
5)
6)
7)
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Step 2.
Step 3.
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4) Click Save.
Step 4.
Step 5.
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Instructions
You will need to create two custom fields on the opportunity object in Salesforce:
Order Number this field will be used to store an order number, and the
value will be used to identify the order in the Order Management system.
This can be set up as an auto-number or formula field, if you wish. Or, you
can manually populate this field when you update an opportunity. For
purposes of the class, it is best to include your student number as part of the
value for this field, so you can easily identify orders that you have inserted
into the Orders table.
Order Status this field will be used to hold the status of the order that is
returned from the Order Management system.
To insert orders into the Order Management system, you can call the addOrder web
service. To get the status of orders, you can use the GetOrderStatus web service. Note
that both of these web services are part of the WSDL that you used earlier in the class,
and are available in the test screen. Go to the training web site to view this information.
Workshop Hints
Here are some additional hints to help you get started:
You will need to create two plug-ins in PowerCenter one that adds orders, and
one that returns order status.
You will also need to create two tasks in Informatica Cloud one that uses each
of the above plug-ins.
Both tasks will use an upsert operation on the Opportunity object in Salesforce.
On task 1, you will want to filter by Stage=Closed Won and Order Status = Null.
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Workshop Testing
To test the workshop, you will need to create an opportunity in Salesforce. The
opportunity should be related to one of the accounts in the exercises data set Tyco,
Geneworth, Honeywell International, etc. Make sure you enter a value for the Order
Number field. Add one or more products to the opportunity, so it has a dollar amount. Set
the opportunitys status to Closed Won, and run your Informatica Cloud task flow.
You can verify results in several ways:
Verify that the order was added to the Order Management system by
going to the Training web site and clicking on the DB Orders link.
Locate the order you created.
Verify that the order status was returned to Salesforce by viewing the
opportunity in Salesforce. The order status should be Received.
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NOTE: You can skip this step if you have already requested a security token for
your Salesforce login (and have access to that token).
1) Log in to Salesforce.com.
2) Click on your username and select Setup:
3) In the My Personal Information section, click the Reset your security token
option:
Step 2.
1) Go to your email.
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Step 3.
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
11)
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8)
9)
10)
11)
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6) Click OK.
7) Click OK again to close the Edit Transformations dialog.
Step 2.
1) Right-click in the header bar for the Web Services Consumer transformation
and select WSDL Workspace -> Output mode .
2) Right-click on the header of the XML object and select Add a Reference Port.
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