The Update Strategy Transformation in Informatica is an Active, and Connected transformation. This is very useful to update, insert, or delete the records in a target based on source table data. And the beauty of this transformation is : you can restrict the records from not reaching into the target table. In this article we are going to explain, How to configure Informatica Update Strategy Transformation. Or, the steps involved in configuring the Update Strategy to update the records in target table.
For this example, we are going to use the below show data (Customer Record table)
And the destination table is:
Update Strategy Transformation in Informatica Example
If you compare the Source table with the destination table, there are multiple changes in Email Address and Professional columns. In this example our task is to use the Informatica Update Strategy Transformation to update the changes in destination table.
Before we start configuring the Update Strategy Transformation, First let me connect with the Informatica repository service. In order to do so, we have to provide the Informatica Admin Console credentials. So, Please provide the appropriate Username and Password, and click the Connect button.
TIP: Here you have to provide the Admin Username and password that you specified while installing the Informatica Server.
Step 1: Create Source Definition for Update Strategy Transformation
Once you connected successfully, Please navigate to Source Analyzer and define your Sources. In this example, we are using [Customer Record] table from SQL Server database as our source definitions. Please refer Database Source in Informatica to understand the steps involved in creating source definition
Step 2: Create Target Definition for Update Strategy Transformation
Please navigate to Target Designer and define the Target. In this example, we are using the already created SQL table (DupCust) as our target definition. Please refer Create Informatica Target table using Source Definition to understand the steps involved in creating target definition
Step 3: Create a Mapping for Update Strategy Transformation
To create a new mapping, Please navigate to Mappings menu in Menu Bar, and select the Create.. option.
This will open the Mapping Name window to write unique name for this mapping. Let me write m_update_trans and click OK button.
TIP : Please refer Informatica Mapping article to understand the procedure to create Mapping
Drag and drop the Customer record source definitions from Sources folder to the mapping designer. Once you drag the source, Power Center designer will automatically create the source qualifier for you. I suggest you to refer Source Qualifier Transformation article.
Step 3(a): Creating Update Strategy Transformation in Informatica
In order to create Update Strategy Transformation in informatica, Please navigate to Transformation menu in Menu Bar and select the Create.. option as we shown below.
Once you click on the Create.. option, Create Transformation window will be opened as we shown below. Please select the Update Strategy Transformation from drop down list and specify the unique name (ups_Customers) for this transformation and click on Create button
Once you click on the Create button, Update Strategy Transformation will be added to the mapping designer.
Next, Drag and drop the target definition (DupCust) from Targets folder to the mapping designer
In this example we want to update the changes that happened in Email Address, and Professional Columns. So, drag those two fields along with Key column to the Update Strategy Transformation
Double click on the Update Strategy Transformation to configure it. From the below screenshot you can see the list of available properties in Transformation tab:
- Select Transformation: By default it will select the transformation you clicked on.
- Rename: This button will help you to rename the Update Strategy Transformation to more meaningful name.
- Make Reusable: If you check mark this option then, this transformation will become reusable transformation.
- Description: Please provide a valid description about this transformation.
Below screenshot will show you the list of available options in the Ports tab:
- Port Name: List of available column names inside this transformation. By clicking the New column button you can add new columns and by clicking the scissors button you can delete the unwanted columns.
- I: Columns that are check marked under this section are Input columns.
- O: Columns that are check marked under this section are Output columns. If you unchecked any column then, that column will not be available to load it in target table.
Under the properties tab, we had:
- Update Strategy Expression : Here you have to specify whether you want to perform Insert, Delete, or an Update
- DD_INSERT : Numeric Value is 0. This is used to insert records.
- DD_UPDATE : This is used to update rows, and the Numeric Value is 1.
- DD_DELETE : Numeric Value is 2. This is used to delete rows.
- DD_REJECT : Numeric Value is 3. This is used to reject rows.
- Forward Rejected Row : If you want to forward the rejected rows to next transformation then you have to check mark this option.
- Tracing Level : Keep this to default Normal.
This will open the Expression Editor to write custom expression. Here, we are using the DD_UPDATE expression
Click Apply, and click OK to close the window.
Next, connect the Update Strategy transformation with the target definition. Please use the Autolink.. option to connect them.
Before we close the Mapping, Let us validate the mapping by going to Mapping Menu bar and selecting the Validate option.
Step 4: Create a Workflow for Update Strategy Transformation
After we finish creating the Mapping, we have to create a workflow for it. Power Center Workflow manager provides two approaches to create workflow.
In this example we will create the Workflow manually. To do so, Please navigate to Workflows Menu and select the Create option.
This will open Create Workflow window as shown below. Please provide the unique name (wf_update_tran) and leave the default settings.
Once we created the workflow, our next step is to create session task for our mapping.
Step 4(a): Create a Session for Update Strategy Transformation
There are two types of sessions in informatica:
For this example we will create a Non-reusable Session. In order to create the same, Please navigate to Tasks Menu and select the Create option as shown below.
Please provide a unique name for this session. Here, we are naming it as s_update_tran. Once you click on the Create button, a new window called Mappings will be opened. Here, we are selecting the m_update_trans
Please link the Start Task with newly created session task
Double click on the Session task will open the Edit Tasks window. Within Properties Tab
Treat Source Rows as : By default Data Driven is selected in this case. If not, please change it to Data Driven. Remember, Data Driven option means, instead of performing informatica default insertion, it will use the Update Strategy Transformation option to load target table.
$Source connection value: This property will store the relational source information in $Source variable. So, click on the Arrow we marked below, and select the SQL Tutorial as the source information.
$Target connection value: This property will store the relational target information in $Target variable. So, click on the Arrow we marked below, and select the SQL Test target as the Target information.
Within the mappings tab, we have to configure the Source, target Connections. First, let us configure the source connections by clicking on the SQ_CustomerRecord source present in the Sources folder.
With in the Connections, click on the Arrow button beside the Relational type, and use the Connection variable that we created in our previous step i.e., $Source
Now, we have to configure the Target Connection. So, click on the DupCust present in the Targets folder. With in the Connections, click on the Arrow button beside the Relational type, and use the Connection variable $Target
Next, Let me start the Workflow. To do so, navigate to Workflows menu, and select the Start Workflow option.
Let us open the SQL Server Management Studio to check whether we successfully performed the update strategy.
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