Configuring a JDBC Resource for MySQL in Metadata Manager

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1 Configuring a JDBC Resource for MySQL in Metadata Manager 2011 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation.

2 Abstract A JDBC resource allows you to extract metadata from any relational database that you can connect to through JDBC. This article describes how to create and configure a JDBC resource in Metadata Manager to extract metadata from MySQL. Supported Versions Metadata Manager Table of Contents Overview Database Management Resources Configuring the JDBC Metadata Source Install the Metadata Manager Agent Configure Permissions... 3 Creating a JDBC Resource Assigning Connections... 5 Troubleshooting Objects Extracted and Objects Not Extracted Overview You can create and configure a JDBC resource to extract metadata from any relational database management system that is accessible through JDBC. You can create a JDBC resource for any relational database that supports JDBC. Informatica has tested the JDBC resource for IBM DB2/iSeries. You cannot connect to relational databases through ODBC. Where available, you should use the existing database resource types specific to that relational database instead of the JDBC resource. The database-specific resource types perform better and extract more metadata aspects. For example, to load metadata from an Oracle database, create an Oracle resource instead of creating a JDBC resource. Database Management Resources You can configure the following database management resources specific to these relational databases: IBM DB2 for LUW IBM DB2 for z/os IBM Informix Microsoft SQL Server Netezza Oracle Sybase ASE Teradata 2

3 Configuring the JDBC Metadata Source Before you create a JDBC resource, you must configure the metadata source. If you do not correctly configure the metadata source, the metadata load can fail or the metadata can be incorrectly loaded in the Metadata Manager warehouse. Install the Metadata Manager Agent. Configure the permissions for the database user account that you use to connect to the database. Make sure that the user has access to the system tables rather than the data tables. Install and configure required database drivers. For example, to configure a JDBC resource to use IBM DB2/iSeries, you can use the data drivers that are available to you when you install PowerCenter. Make sure that the JDBC driver JAR files are available on the same host as the Metadata Manager Agent. To test the connection settings to the data source, use any available interface to connect to it through JDBC. For example, you use the database development perspective in Eclipse to test the connection settings. After connecting to the data source, verify that you can access the catalog, schema, or tables that you want to import. Use these connection settings when you configure a JDBC resource for that data source. Install the Metadata Manager Agent The Metadata Manager Agent is a Windows-based program that Metadata Manager uses to access metadata sources and extract source metadata. By default, the Metadata Manager Agent runs on the Windows nodes where the Metadata Manager Service runs. The Metadata Manager Agent does not run on UNIX. If the Metadata Manager Service runs on UNIX, you must install the Metadata Manager Agent separately on a Windows machine. Configure Permissions To enable access to system objects in a relational database, you need to configure appropriate permissions. To create a user and grant read-only privileges in MySQL, use the following SQL statement from MySQL Workbench: CREATE USER 'readonly'@'%' IDENTIFIED BY 'readonly'; GRANT SELECT ON *.* TO 'readonly'@'%'; When you use the % character after character in the SQL statement, user can access MySQL from any machine. Use the % character when the Metadata Manager Agent and the MySQL database are available on different machines. However, SQL exception may occur if you connect to a specific machine. In this case, you can configure access for the machine you are using or use the % character as the machine name. Note: Users for whom you grant read-only privileges based on the SQL statement can read everything in the database from any location. You may want to grant more appropriate privileges based on the requirements of the users. Creating a JDBC Resource Before you create a JDBC resource, configure the JDBC metadata source. 1. On the Load tab, click Actions > New Resource. The Resource Selection window appears. 2. Click Database Management > JDBC. 3. Click Next. The Properties page appears. 3

4 4. Enter the following information: Property Name Name for the resource. The resource appears in the Resources panel with this name. The name must be unique and have from 1 through 256 characters. It cannot include the following characters: / \ : * '? " < > [ ] for the resource. cannot exceed 4,000 characters. 5. Click Next. The Configuration page appears. 6. Configure the following resource connection properties: Property Agent URL Source system version Driver class Driver path URL User name Password Catalog Schema View definition extracting SQL Host name and port number of the Metadata Manager Agent. You can use the Metadata Manager Agent installed on any machine. For example: Name and version of the metadata source. Name of the Java class that implements the JDBC driver interface. Specify the full name including the package name as com.mysql.jdbc.driver Path to the JDBC driver JAR file. Separate multiple values with a semicolon (;). If required, copy the JAR file to the Windows machine on which the Metadata Manager Agent is installed. The driver path is relative to the Metadata Manager Agent location. If you specify the file name without specifying the path, make sure that the JAR file is in the classpath of the agent. For MySQL, download the latest version of the mysql-connector-java.jar file and specify the path to this JAR file. JDBC URL to connect to the database. Metadata Manager uses this URL to verify connection information to the database. The value you specify depends on the database and driver you use. Enter the URL using the following format: jdbc:mysql://<host_name>:<port>/<database name> Name of the user account used to connect to the database. Password for the user account used to connect to the database. Catalog name that Metadata Manager uses to filter metadata that is extracted. Catalog is a container for schemas and global objects. For MySQL, use the database or schema name you specify in the URL. Schema name that Metadata Manager uses to filter metadata that is extracted. For MySQL, you do not have to specify the schema name. Database-specific SQL query to extract the view definitions. The query must return results with a single column containing the view definition text. If you do not enter a query, data lineage between views and their source tables is not built. 4

5 Property In MySQL, you can enter the following query: 'SELECT view_definition FROM information_schema.views WHERE table_name =? and table_schema =?' Synonym lineage SQL Database-specific SQL query to extract the synonym information for tables and views. Note: This property is reserved for future use. 7. Click Test Connection to test the connection to the source system. If Metadata Manager cannot connect to the source system, an error message appears. Correct any error and test the connection again. 8. Click Next. The Schedules window appears. 9. To add a schedule, select Attach a Schedule and select a schedule in the Schedule list. If you have not created a schedule, you can assign a schedule to a resource after you create the resource. 10. Click Finish. The resource appears in the Resources panel on the Load tab. Assigning Connections You can use a JDBC resource as the target for connection assignments after loading it. For example, you can create a connection assignment between a PowerExchange for IBM DB2/iSeries connection and a JDBC resource representing the IBM DB2/iSeries database schema. Troubleshooting Load fails for a JDBC resource when driver JAR file details are not properly configured. When you specify the driver JAR files during resource configuration, complete the following tasks: Specify the absolute path and the full name including the package name. Ensure that the JAR file is not in a shared location, but is available on the same host as the Metadata Manager Agent. Objects Extracted and Objects Not Extracted After you create and load a JDBC resource, you can view and run data lineage on the metadata objects that Metadata Manager extracted. To view lineage between views and tables, specify a database-specific SQL query to extract the view definitions when you create or edit a JDBC resource. Metadata Manager uses the view definitions text to build lineage between views and tables. Objects Extracted Metadata Manager extracts the following objects from a JDBC resource: Schema name Table name, Comments Column name, Nullable, Position, Length, Scale, Comments, Data type. Data type is a generic equivalent of the proprietary datatype. 5

6 View name, View definition. View definitions are extracted when the view definition extraction SQL is specified during resource configuration. Objects Not Extracted Metadata Manager does not extract the following objects from a JDBC resource: Catalog name Synonyms of tables and views Indexes Stored procedures Triggers Primary key and foreign key information Profiling information Author Jyothi Jandhyala Principal Technical Writer 6

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