IBM Initiate Master Data Extract Version 10 Release 0. User's Guide GI

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1 IBM Initiate Master Data Extract Version 10 Release 0 User's Guide GI

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3 IBM Initiate Master Data Extract Version 10 Release 0 User's Guide GI

4 Note Before using this information and the product that it supports, read the information in Notices and trademarks on page 21. Copyright IBM Corporation 1995, US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Contents Tables v Chapter 1. Master Data Extract Additional information on CloverETL About the sample extract_full_all.grf graph About the sample IncrementalLoad.grf graph... 1 About the sample DictionaryExtract.grf graph... 1 Chapter 2. Using the Master Data Extract sample templates Importing the sample templates Configuring Readers for Master Data Extract... 4 Creating a database connection Specifying a database connection for each Reader 4 Configuring the extract_full_all.grf graph IncrementalLoad.grf DictionaryExtract.grf Executing a Master Data Extract graph Executing graphs with the madconfig launch_etl utility Using the madconfig launch_etl utility to create properties files for scheduled jobs Using madconfig launch_etl to execute a graph 10 Recording responses to the madconfig utility.. 10 Using extract.ddl to create target database schema 10 Debugging a graph Edge Viewing logs and error messages Chapter 3. Using the Master Data Extract wizards Preparation for using the graph extract wizards.. 13 Creating a folder for your graph within a project 13 Creating metadata for your graph The IBM Initiate Member Model MMCA Extract wizard Configuring the MMCA Extract wizard The IBM Initiate Member Model EMCA Extract wizard Configuring the EMCA Extract wizard Legal Statement Notices and trademarks Index Contacting IBM Copyright IBM Corp. 1995, 2011 iii

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7 Tables 1. Sample Writer Types for the extract_full_all.grf 5 2. Required Oracle Properties for the extract_full_all.grf Required DB2 Properties or the extract_full_all.grf Required MS SQL Properties or the extract_full_all.grf IBM resources Providing feedback to IBM Copyright IBM Corp. 1995, 2011 v

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9 Chapter 1. Master Data Extract The Master Data Extract product uses CloverETL, an open-source Extract Transfer Load utility, to extract data from the Master Data Engine to external files for use with reporting and analytical systems. Extracts are designed and executed as graphs in CloverETL, and can be either full or incremental. Master Data Extract provides sample templates that illustrate how the Extract Transfer Load process works. You can customize the sample templates to create executable graphs that extract entity-level attribute data from the Master Data Engine database, and write it to a variety of output options. The sample templates are designed to be examples of how to use the CloverETL application; some configuration and editing are necessary to convert the templates into graphs that are useful with your own data and extraction requirements. Master Data Extract also provides wizards that enable you to create customized graphs that work with your environment. Additional information on CloverETL For basic information on using the CloverETL application, refer to the IBM Initiate Workbench User's Guide and to the CloverETL documentation. About the sample extract_full_all.grf graph This template executes a full extract of entity-level attribute data from the Master Data Engine database, removes duplicate entities, and writes the output to a selected target file or database. The template consists of several subgraphs, or series of connected Reader, Transformer, and Writer components, that operate in parallel; each subgraph reads data from a specific database table in the Master Data Engine database. About the sample IncrementalLoad.grf graph By running an IncrementalLoad graph, you can extract entity-level and member-level data that has changed since last running the graph. The graph also produces flat member views and flat entity views. About the sample DictionaryExtract.grf graph The DictionaryExtract template enables you to write out a record of the Definitional registered identifiers for all Active records in the mpi_srchead table. Copyright IBM Corp. 1995,

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11 Chapter 2. Using the Master Data Extract sample templates This chapter provides information about how to configure each of the sample templates for use with your data. Each template consists of several components: v Readers read data from an external source such as a database or file. Before you can use a template, you must configure the Readers with parameters for connecting to these external sources. Note: Readers for each of the sample templates are configured in the same manner; therefore Reader configuration is described independently of the specific sample templates. v v v Importing the sample templates Transformers perform operations on data, such as sorting, filtering, merging, and deduplication. The Transformers in the sample templates have been configured to process data as needed for each type of extract. You might need to edit the Transformers to adjust how data is handled. Also, in some cases you will need to delete some Transformers that copy data to Writers that you do not plan to use. Joiners transform records with different metadata, including those with different numbers of fields, according to a specified key and transformation operation. These components perform some of the same transformations that the Transformer components perform Writers write processed data to specified target files, such as database tables or a designated flat file. Before you can use a template, you must configure the Writers with parameters that specify the target output file(s). You must import the sample templates into IBM Initiate Workbench in order to access them in CloverETL. Procedure 1. In the Navigator view, right-click the Project folder into which you want to import the sample templates, and choose Import. 2. In the Import - Select dialog, navigate to and select Import graphs version conversion (in the Clover ETL node). 3. Click Next. 4. In the Import Clover ETL Graphs dialog, click the Browse button beside the From directory field. 5. Navigate to and select the ROOTDIR\Workbench x.x.x\samples\graphs directory (where ROOTDIR is your program files installation directory and x.x.x is your application version number). 6. Click OK. 7. The Into folder field displays the folder into which the templates will be imported; the Project folder that you right-clicked on in Step 1 is displayed here by default. To specify a different folder, click the Browse button beside the Into folder field to browse to and select another folder. Copyright IBM Corp. 1995,

12 8. The Import Clover ETL Graphs window is now populated with the sample graphs and templates in the selected directory. Check the boxes for the items that you want to import. Selecting graphs in the left pane selects all the items listed in the right pane. 9. Click Finish. Configuring Readers for Master Data Extract The Readers in the basic extraction templates query database tables in parallel, ordering results by entity record number and modified audit record number. To convert the template into an executable graph, you must configure each of the Reader elements with the appropriate database connection information. Before you can specify a database connection for your Reader(s), you must create a database connection. After the database connection is created, it can be used for all your Reader(s) in the sample. Creating a database connection Procedure 1. In Outline view, right-click Connections and choose Connections > Create internal. This opens the database connections window. Note: You must have a template or graph open in the Graph editor to see the nodes, including the Connection node, in the Outline view. 2. Click to select a database driver from the available drivers window. Note: It is recommended that you use one of the supplied drivers. 3. Enter a Name for your connection. 4. Enter the User and Password for connecting to your database. 5. In the URL field, enter the appropriate values for the database parameters: v host name v port v database (for MSSQL and DB2 databases) v SID (for Oracle databases) 6. Click the Validate Connection button to validate your database connection. 7. Click Finish. Specifying a database connection for each Reader Once the database connection has been created, you must edit each of the Readers to reference this connection. Procedure 1. Double-click the Reader to open the Edit component dialog. 2. On the Properties tab, under Clover.ETL properties basic, click in the Value field for DB connection. A down arrow is displayed. 3. Click the down arrow and select the database connection you created for this database. 4 User's Guide

13 4. Click OK to save your changes and close the Edit component dialog. Note: You must specify a database connection for each of the Readers in the sample. Configuring the extract_full_all.grf graph You must edit the extract_full_all.grf sample to add database connection properties to the Readers. In addition, you must select the Writers that you want to use, and remove the ones you will not use. Note: Each sample template consists of several subgraphs or connected series of Readers, Transformers, and Writers that operate in parallel when the graph is executed. This section describes how to edit one of these subgraphs. You will need to repeat the steps below for each subgraph in your sample. Procedure 1. In the Navigator view, double-click the extract_full_all.grf sample template to open it in the Graph editor. 2. Edit the Reader to provide database connection parameters. Detailed information on how to configure a Reader to connect to a database is explained in Configuring Readers for Master Data Extract on page Using the Select tool from the Palette, select and delete (or disable) each of the Writers you do not want to use. Each subgraph includes the following Writer types; delete or disable all but the type you want to use: Table 1. Sample Writer Types for the extract_full_all.grf Database or file type Name format Example Oracle oracle_data type oracle_name DB2 db2_data type db2_ssn MSSQL mssql_data type mssql_phone Delimited file delimited_data type delimited_addr Note: You can also disable a Writer by right-clicking the Writer and choosing Disable. 4. Using the Select tool, delete the Edge linking the Copy Transformer to the remaining Writer. 5. Use the Select tool to drag the Edge linking the Dedup Transformer to the Copy Transformer so that it connects the Dedup Transformer to the input port of your remaining Writer instead. 6. Delete the Copy Transformer. 7. If you are using a database Writer, connect the Writer to a database: a. Double-click the Writer to open the Edit component dialog. b. On the Properties tab, enter the relevant required properties according to the tables below. Required properties with missing values are flagged with a yellow exclamation-point icon. Chapter 2. Using the Master Data Extract sample templates 5

14 Table 2. Required Oracle Properties for the extract_full_all.grf Property Path to sqlldr utility User name Password TNS name Value The path to Oracle's SQL Loader (sqlldr) utility. Click in this field to display an ellipsis, then click on the ellipsis to browse to the utility. The user name for connecting to the database The password for connecting to the database The transparent network substrate (TNS) name identifier Table 3. Required DB2 Properties or the extract_full_all.grf Property Database User name Password Database table Value The database to which this data will be written The user name for connecting to the database The password for connecting to the database The name of the database table where this data will be written Table 4. Required MS SQL Properties or the extract_full_all.grf Property Path to bcp utility Database Value Path to the utility that copies data between Microsoft SQL Server and a data file. Click in this field to display an ellipsis, then click on the ellipsis to browse to the utility. The database to which this data will be written c. Click OK to save your changes and close the Edit component dialog. 8. Repeat the steps above as needed to edit each of the subgraphs in the sample template. Refer to Executing a Master Data Extract graph on page 9 for information on how to run your graph after it is configured. IncrementalLoad.grf By running the IncrementalLoad graph, you can generate incremental MMCA and EMCA files. Note: Master Data Extract writes incremental data into the same files each time the graph is run. To preserve data that you want to save, either define a different destination for output when you run the graph, or move or copy the output files to another location after performing an extraction. The IncrementalLoad template enables you to execute its function in six phases. Running phase 0 of the IncrementalLoad.grf A SQL query in the DB Execute component updates the clover_max row in the mpi_seqgen table. The update equals the highest member record number so that the next running of the graph will know where the previous running ended. You must define a database connection for the DB Execute component in this phase of the graph. Refer to Creating a database connection on page 4. 6 User's Guide

15 Running phase 1 of the IncrementalLoad.grf A SQL query in the DB Input component extracts the records that will be used to generate the final output files. The audit information for these records indicates that their member-level and entity-level data has changed since the graph was last run. By design, the MemHead Data Writer in this template writes output to the file BASEDIR/unl_incr/memhead.unl as defined in the graph parameters. You can change the path and file name by editing the parameters. To specify destinations for the output data by editing the Parameters values: 1. In the Outline view, expand the Parameters node. 2. Double-click any parameter in the list to open the Graph parameters editor. By default, the BASEDIR value specifies a single directory for all the output files. 3. To change the destination for a file, click the Value field for the applicable parameter. 4. To specify a new file location, choose from the following: a. Type a new location in the Value field for each parameter that you want to edit, and then click Finish. b. Click the ellipsis control to open the Edit value dialog box. c. Edit the location, and click OK to save the change. 5. Select additional locations to edit in the Graph parameter editor and repeat these steps as necessary. Click Finish to close the Graph parameter editor. To change the directory for all the output files, change the BASEDIR parameter value. Note: Before running the graph, be sure to create the location directory. The application will create the individual output files, but the directory must already exist. Running phase 2 of the IncrementalLoad.grf Phase 2 reads the output of phase 1, separates the records into groups for load balancing, passes the records to a component that gets member-level data, and creates an incremental MMCA output file. Configuration for this phase of the graph might include the following tasks: v If you changed the location of the output data in phase 1, specifying the location of the source data for phase Double-click the MemHead Data Reader component to open the Edit component dialog box. 2. Click the Value column of the File URL property, and then click the ellipsis control to open the URL File dialog box. 3. Define the same location that you defined for the MemHead Data Writer component in phase 1. v Specifying the location for the output file written by the MMCA Data Writer component. 1. Double-click the MMCA Data Writer component to open the Edit component dialog box. Chapter 2. Using the Master Data Extract sample templates 7

16 2. Click the Value column of the File URL property, and then click the ellipsis control to open the URL File dialog box. 3. Define a destination for the output file. Running phase 3 of the IncrementalLoad.grf In phase 3, the graph performs deduplication on the output data from phase 1 and writes a file of entity record numbers of the surviving records. For this phase you might need to configure the Writer component, as follows: Procedure 1. Double-click the MemHead Dedup Data Writer component to open the Edit component dialog box. 2. Click the Value column of the File URL property, and then click the ellipsis control to open the URL File dialog box. 3. Define a destination for the output file. Running phase 4 of the IncrementalLoad.grf Phase 4 reads the deduplicated output of phase 3, separates the records into groups for load balancing, passes the records to a component that gets entity-level data, and creates an incremental EMCA output file. Ensure that the location specified for source data in the MemHead Dedup Data Reader component is the same location specified for the MemHead Dedup Data Writer component in phase 3. You might also need to define a location for the output file by configuring the EMCA Data Writer component. Follow the basic procedure for specifying the location for the output file written by the MMCA Data Writer component that is described in phase 2. Running phase 5 of the IncrementalLoad.grf The IncrementalLoad functionality ends by issuing a SQL statement that updates the clover_min row in the mpi_seqgen table. The update equals the highest member record number so that the next running of the graph will know where to begin. You must define a database connection for the DB Execute component in this phase of the graph. DictionaryExtract.grf This simple template enables you to extract data about registered identifiers from the mpi_srchead table by executing SQL statements that are configured within a database Reader component. It writes the output to a delimited flat file that you can specify by editing the template parameters. Refer to Running phase 1 of the IncrementalLoad.grf on page 7 for details on editing parameters. 8 User's Guide

17 Executing a Master Data Extract graph To execute a graph, click the Run icon in the toolbar, or right-click in the graph editor and choose Run As > Clover.ETL graph. When a graph has finished, the number of records processed along each Edge is displayed. Note: The CloverETL GUI is intended for graph development and debugging. Production level graphs with large data sets should be run by using the command-line option (refer to Executing graphs with the madconfig launch_etl utility ) or on the same server where the data is located (refer to Remote Graph Execution in the IBM Initiate Workbench User's Guide). Running graphs by using the command line or remote server enables improved performance due to the availability of increased memory and 64-bit processing. For detailed information about graph runtime options, refer to the CloverETL documentation. Executing graphs with the madconfig launch_etl utility After you have configured the sample templates and created CloverETL graphs, you can execute them automatically by using the madconfig utility as part of a scheduled job. To update parameters, such as audit record number range, when you run the scheduled job you can create an external properties file that the scheduled madconfig utility can reference. You can also use the madconfig launch_etl utility to execute a graph independently of a job. Using the madconfig launch_etl utility to create properties files for scheduled jobs Incremental extracts typically select data that is based on a range of audit record numbers that change each time the graph is run. Although you may manually set the range of record numbers to extract manually in the graph, it may be more practical to generate a properties file automatically via a scheduled job. The properties file then supplies the graph with the appropriate values for the record number range. This section describes how to use the madconfig utility to launch a graph using a designated, external properties file. You can set up a scheduled job to launch the madconfig utility on a regular basis. Note: It is outside the scope of this document to describe how to set up a scheduled job that generates the properties file. You can use a standard utility such as the Windows Task Scheduler or a UNIX chron utility (or other methods) to set up a scheduled job. Chapter 2. Using the Master Data Extract sample templates 9

18 Using madconfig launch_etl to execute a graph This madconfig operation can make use of a properties file that contains auditor record number files. Procedure 1. From a command prompt, run madconfig launch_etl. Note: This utility is run from the ROOTDIR\Engine x.x.x\scripts directory 2. At the prompt, enter the path to the graph (*.grf file) that you want to run. 3. (Optional) At the prompt, enter the path to your configuration file (that is, the file containing the properties for your graph's audit record number parameters). 4. At the prompt, enter a heap memory size setting or accept the default (256 MB). 5. (Optional) At the prompt, enter a statement that includes any additional parameters needed to execute the graph. Note: For complete documentation of the madconfig utilities, refer to the IBM Initiate Master Data Service Engine Installation Guide Recording responses to the madconfig utility If you want to launch a graph by using madconfig on a scheduled basis, you can record a set of responses to the madconfig utility s prompts. v To record a set of responses to the madconfig launch_etl function, run madconfig -recordfile myfile.properties launch_etl where myfile.properties is the name of the file that will store your responses. Note: In addition to recording your responses, this command also executes the graph. v To run madconfig using the recorded responses, run madconfig propertyfile myfile.properties launch_etl, where myfile.properties is the name of the file where your responses are stored. Using extract.ddl to create target database schema An extract.ddl file is provided as a convenience for creating target database schema with the maddbx utility. For detailed information on how to use maddbx with a *.ddl file to create database schema, refer to the IBM Initiate Master Data Service Engine Installation Guide. Note that the provided extract.ddl file references the schema used by the sample templates in their original format. If you edit the templates in a way that alters the metadata layout for the Writers, you must also edit the extract.ddl file before using it to create your target database schema. 10 User's Guide

19 Debugging a graph Edge To debug a graph Edge, right-click on the Edge and choose Debug > Enable Debug. A green bug icon is displayed on edges with debugging enabled. Debug information is captured when the graph is run. You can view debug data after the graph is run by right-clicking the edge and choosing Debug > View Data. Viewing logs and error messages Warning and error messages, processing information, and graph status are captured on the Console, Problems, Clover Graph tracking, and Clover Log views. Refer to the Clover documentation for detailed information about the contents of these tabs. Chapter 2. Using the Master Data Extract sample templates 11

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21 Chapter 3. Using the Master Data Extract wizards This chapter provides information about configuring the wizards for use with your data. Preparation for using the graph extract wizards The wizards require you to create a metadata file that defines attributes to be used for the output file. For easier project management, you can also create a directory structure within your Initiate project that includes folders for the following items: v graphs v metadata file v extract files, created by the initial extraction of attribute values v output file, the file of combined most current attributes Creating a folder for your graph within a project Procedure 1. In the Navigator pane, right-click the project name. 2. From the context menus, select New > Folder. 3. In the New Folder dialog box: a. Ensure that the appropriate folder hierarchy is selected. b. In the Folder name field, type a name for the folder that is unique within the project structure. c. Click Finish. Creating metadata for your graph There are several methods available for creating a metadata file for the project. v Export metadata from an existing graph outline. v Import IBM Initiate Hub metadata. v Import metadata from DDL. v Create new metadata from a database. v Define metadata manually. v Create new metadata from a flat file. Exporting metadata from an existing graph and importing IBM Initiate Hub metadata are discussed below. Refer to the CloverETL documentation for information about the other procedures. If you have not defined any metadata at all, refer to the IBM Initiate Workbench User's Guide for information on how to create it. Exporting metadata from a graph You can create an input metadata definition by exporting metadata from an existing graph outline. Copyright IBM Corp. 1995,

22 Procedure 1. In the Outline pane, right-click the metadata definition to use as the source. 2. From the context menu, select Export metadata. 3. In the Output dialog box, select the project folder for the metadata definition, and type a File name for your metadata definition file. 4. Click OK. Results The metadata definition (with.fmt extension) is created in the project folder. Importing IBM Initiate Hub metadata You can create metadata files directly from data in your Hub. By using this method, you can select the attributes from which to create metadata. Procedure 1. Right-click the folder in which you want to store the file, and select Import. 2. In the Select dialog box, select IBM Initiate metadata, and click Next. 3. In the Import dialog, enter the Host, User, and Password properties for connecting to the IBM Initiate Hub. 4. If you are using SSL security, check the Use SSL box and select the SSL Version from the list. If you want IBM Initiate Workbench to verify the SSL certificate returned from the Hub, click Verify SSL Certificate. 5. (Optional) Click Validate connection to verify the connection properties. If the connection does not validate, ensure that the Master Data Engine service is running and that you entered correct connection parameters. 6. Click Next. IBM Initiate Workbench connects to the Hub and retrieves attributes. 7. In the Import metadata dialog box, use Ctrl-click or Select All to select the attributes for which you want to import metadata. 8. Browse to or type the Destination folder for the metadata file. 9. Click Finish. Results The metadata file (with.fmt extension) is created in the project folder. The IBM Initiate Member Model MMCA Extract wizard The IBM Initiate Member Model MMCA (Member Most Current Attributes) wizard is designed to create a set of graphs that accomplish the following tasks for you. In the initial extract graph: v execute SQL queries to extract memhead and attribute data v perform deduplication and store only the most current attribute values in.unl files v join the stored attribute values to create an output file that is a single view of the most current member attribute values 14 User's Guide

23 In the incremental extract graph: v calculate and store the current maximum maudrecno v from the.unl files, extract the memrecnos and corresponding entrecnos that have maudrecnos greater than the maximum stored by the last execution of the graph, but lower than the current maximum maudrecno v store the current maximum maudrecno for use during the next execution of the graph v create an output file of the most current member attribute values since the last time the graph was executed Configuring the MMCA Extract wizard After the metadata and directory structure are ready, you can launch the Member Model MMCA Extract wizard to configure the graphs. Procedure 1. In the Navigator pane, right-click the folder in which you want to store the graphs. 2. From the context menus, select New > Other. 3. In the Select a wizard dialog box, expand the CloverETL node and select IBM Initiate Member Model MMCA Extract graph. Click Next. 4. The first graph that the wizard creates extracts the MemHead and selected attributes. In the Name dialog box: a. Type a name for the initial graph. b. (Optional) Type a description for the graph. c. Clear the Allow inclusion of parameters from external file check box. d. Click Next. 5. In the Location dialog box, ensure that the correct folder location for the graph is selected, and click Next. 6. The second graph that the wizard creates extracts the MemHead and selected attributes. In the Name dialog box: a. Type a name for the incremental graph. b. (Optional) Type a description for the graph. c. Clear the Allow inclusion of parameters from external file check box. d. Click Next. 7. In the Location dialog box, ensure that the correct folder location for the graph is selected, and click Next. 8. The graph Configuration dialog box is displayed. a. Browse to or type the Output file directory, and append a name for the output file. b. Browse to or type the Output metadata directory and name. c. Browse to or type the Extract directory. d. Type the Host, Port, User, and Password properties for connecting to the Hub. e. If you are using SSL security, check the Use SSL box and select the SSL Version from the list. If you want IBM Initiate Workbench to verify the SSL certificate returned from the Hub, click Verify SSL Certificate. Chapter 3. Using the Master Data Extract wizards 15

24 f. (Optional) Click Validate connection to verify the connection properties. If the connection does not validate, ensure that the Master Data Engine service is running and that you entered correct connection parameters. g. Click Reload. IBM Initiate Workbench connects to the Hub to retrieve available entity types. h. Click the drop-down arrow in the Entity type field to view the list, and select an entity type. i. Click Next. 9. The Database connection configuration dialog box is displayed. a. Type a Name to define the database connection. b. Type the User and Password properties for connecting to the database. c. Select the appropriate driver for the database. d. Edit the URL field to specify the connection properties. e. Click Validate connection to verify that the connection properties are correct. f. Click Next. 10. In the Attributes dialog box, select the attributes that you want to extract and join. Click Next. 11. In the Extract mapping dialog box, map attribute codes that you want in the extraction to corresponding attribute names. 12. By clicking the Auto mapping button you can have CloverETL perform the mapping by making a best guess based on the attribute codes and attribute names. 13. (Optional) Click Next to display a summary of the configuration selections. To change the configuration, click Back and make any edits. 14. Click Finish. IBM Initiate Workbench connects to the database and builds the graphs. The graphs are displayed in the graph editor and are added to the specified folder within the project. Results The graphs are built with standard CloverETL components rather than custom components, and are fully editable. The IBM Initiate Member Model EMCA Extract wizard The IBM Initiate Member Model EMCA (Entity Most Current Attributes) wizard is designed to create a set of graphs that accomplish the following tasks for you. In the initial extract graph: v execute SQL queries to extract entity attribute data v perform deduplication and store only the most current attribute values in.unl files v join the stored attribute values by currecno to create an output file that is a single view of the most current entity attribute values In the incremental extract graph: v calculate and store the current maximum maudrecno 16 User's Guide

25 v v from the.unl files, extract the memrecnos and corresponding entrecnos that have maudrecnos greater than the maximum stored by the last execution of the graph, but lower than the current maximum maudrecno create an output file of the most current entity attribute values since the last time the graph was executed Configuring the EMCA Extract wizard After the metadata and directory structure are ready, you can launch the IBM Initiate Member Model MMCA Extract wizard to configure the graphs. Procedure 1. In the Navigator pane, right-click the folder in which you want to store the graphs. 2. From the context menus, select New > Other. 3. In the Select a wizard dialog box, expand the CloverETL node and select IBM Initiate Member Model EMCA Extract graph. Click Next. 4. The first graph that the wizard creates extracts the MemHead and selected attributes. In the Name dialog box: a. Type a name for the initial graph. b. (Optional) Type a description for the graph. c. Clear the Allow inclusion of parameters from external file check box. d. Click Next. 5. In the Location dialog box, ensure that the correct folder location for the graph is selected, and click Next. 6. The second graph that the wizard creates extracts the MemHead and selected attributes. In the Name dialog box: a. Type a name for the incremental graph. b. (Optional) Type a description for the graph. c. Clear the Allow inclusion of parameters from external file check box. d. Click Next. 7. In the Location dialog box, ensure that the correct folder location for the graph is selected, and click Next. 8. The graph Configuration dialog box is displayed. a. Browse to or type the Output file directory, and append a name for the output file. b. Browse to or type the Output metadata directory and file name. c. Browse to or type the Extract directory. d. Type the Host, Port, User, and Password properties for connecting to the Hub. e. If you are using SSL security, check the Use SSL box and select the SSL Version from the list. If you want IBM Initiate Workbench to verify the SSL certificate returned from the Hub, click Verify SSL Certificate. f. (Optional) Click Validate connection to verify the connection properties. If the connection does not validate, ensure that the Master Data Engine service is running and that you entered correct connection parameters. g. Click Reload. IBM Initiate Workbench connects to the Hub to retrieve available entity types. Chapter 3. Using the Master Data Extract wizards 17

26 h. Click the drop-down arrow in the Entity type field to view the list, and select an entity type. i. Click Next. 9. The Database connection configuration dialog box is displayed. a. Type a Name to define the database connection. b. Type the User and Password properties for connecting to the database. c. Select the appropriate driver for the database. d. Edit the URL field to specify the connection properties. e. Click Validate connection to verify that the connection properties are correct. f. Click Next. 10. In the Attributes dialog box, select the attributes that you want to extract and join. Click Next. 11. In the Extract mapping dialog box, map attribute codes that you want in the extraction to corresponding attribute names. 12. By clicking the Auto mapping button you can have CloverETL perform the mapping by making a best guess based on the attribute codes and attribute names. 13. (Optional) Click Next to display a summary of the configuration selections. To change the configuration, click Back and make any edits. 14. Click Finish. IBM Initiate Workbench connects to the database and builds the graphs. Results The graphs are displayed in the graph editor and are added to the specified folder within the project. Note: The graphs are built with standard CloverETL components rather than IBM Initiate custom components, and are fully editable. 18 User's Guide

27 Legal Statement Licensed Materials Property of IBM Copyright IBM Corporation, 1995, US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, InfoSphere, Initiate, and Initiate Master Data Service are trademarks of IBM Corp., registered in many jurisdictions worldwide. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates. Other product and service names might be trademarks of IBM, or other companies. This Program is licensed under the terms of the license agreement accompanying the Program. This license agreement may be either located in a Program directory folder or library identified as "License" or "Non-IBM License", if applicable, or provided as a printed license agreement. Please read this agreement carefully before using the Program. By using the Program, you agree to these terms. Copyright IBM Corp. 1995,

28 20 User's Guide

29 Notices and trademarks This information was developed for products and services offered in the U.S.A. Notices IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY U.S.A. For license inquiries regarding double-byte character set (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd , Shimotsuruma, Yamato-shi Kanagawa Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-ibm Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web Copyright IBM Corp. 1995,

30 sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact: IBM Corporation J46A/G4 555 Bailey Avenue San Jose, CA U.S.A. Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee. The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us. Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment. Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only. This information is for planning purposes only. The information herein is subject to change before the products described become available. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to 22 User's Guide

31 IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. The sample programs are provided "AS IS", without warranty of any kind. IBM shall not be liable for any damages arising out of your use of the sample programs. Each copy or any portion of these sample programs or any derivative work, must include a copyright notice as follows: (your company name) (year). Portions of this code are derived from IBM Corp. Sample Programs. Copyright IBM Corp. _enter the year or years_. All rights reserved. If you are viewing this information softcopy, the photographs and color illustrations may not appear. Trademarks IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the web at "Copyright and trademark information" at The following terms are trademarks or registered trademarks of other companies: Adobe is a registered trademark of Adobe Systems Incorporated in the United States, and/or other countries. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Microsoft, Windows, and Windows NT are trademarks of Microsoft Corporation in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates. Notices and trademarks 23

32 24 User's Guide

33 Index A automatic graph execution 9 C connections in Master Data Extract 4 customer support contacting 27 D debugging edges in Master Data Extract 11 E edges, debugging 11 software services contacting 27 support customer 27 T templates DictionaryExtract.grf sample 8 IncrementalLoad.grf sample 6 trademarks list of 21 W wizards, Master Data Extract exporting metadata from a graph 13 importing Initiate Hub metadata 14 preparing to use 13 L legal notices 21 M madconfig launch_etl launching graphs in Master Data Extract 10 scheduling jobs in Master Data Extract 9 Master Data Extract automatic graph execution 9 command line processing 9 creating project folders 13 creating target database schema 10 database connection 4 DictionaryExtract.grf sample template 8 executing graphs 9 exporting metadata from a graph 13 importing IBM Initiate Hub metadata 14 importing sample templates 3 IncrementalLoad.grf sample template 6 launching graphs 10 madconfig launch_etl utility 9 scheduled jobs 9 using madconfig launch_etl utility 9 Master Data Extract template 6 metadata exporting from a graph 13 importing IBM Initiate Hub metadata 14 S sample templates importing 3 Copyright IBM Corp. 1995,

34 26 User's Guide

35 Contacting IBM You can contact IBM for customer support, software services, product information, and general information. You also can provide feedback to IBM about products and documentation. The following table lists resources for customer support, software services, training, and product and solutions information. Table 5. IBM resources Resource IBM Support Portal Software services My IBM Training and certification IBM representatives Description and location You can customize support information by choosing the products and the topics that interest you at entry/portal/overview/software/ Information_Management/IBM Initiate_Master_Data_Service You can find information about software, IT, and business consulting services, on the solutions site at businesssolutions/ You can manage links to IBM web sites and information that meet your specific technical support needs by creating an account on the My IBM site at You can learn about technical training and education services designed for individuals, companies, and public organizations to acquire, maintain, and optimize their IT skills at You can contact an IBM representative to learn about solutions at Providing feedback The following table describes how to provide feedback to IBM about products and product documentation. Table 6. Providing feedback to IBM Type of feedback Product feedback Action You can provide general product feedback through the Consumability Survey at consumability-survey Copyright IBM Corp. 1995,

36 Table 6. Providing feedback to IBM (continued) Type of feedback Action Documentation feedback To comment on the information center, click the Feedback link on the top right side of any topic in the information center. You can also send comments about PDF file books, the information center, or any other documentation in the following ways: v Online reader comment form: v comments@us.ibm.com 28 User's Guide

37

38 Printed in USA GI

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