Informatica Cloud (Version Spring 2017) XML Target Connector Guide

Transcription

1 Informatica Cloud (Version Spring 2017) XML Target Connector Guide

2 Informatica Cloud XML Target Connector Guide Version Spring 2017 April 2017 Copyright Informatica LLC 2015, 2017 This software and documentation contain proprietary information of Informatica LLC and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. 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 LLC. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS (a) and (a) (1995), DFARS (1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. 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4 Table of Contents Preface Informatica Resources Informatica Documentation Informatica Cloud Web Site Informatica Cloud Communities Informatica Cloud Marketplace Informatica Cloud Connector Documentation Informatica Knowledge Base Informatica Cloud Trust Site Informatica Global Customer Support Chapter 1: Introduction to XML Target Connector XML Target Connector Overview Supported Objects and Task Operations Enabling XML Target Connector Working with XML Target Connector Chapter 2: XML Target Connections Creating an XML Target Connection Guidelines for XML Target Connections Chapter 3: Data Synchronization Tasks with XML Target Connector Creating an XML Target Data Synchronization Task Editing the Value of ISFINALXML in Field Mapping Update-Merge Existing XML File Cleaning the Merged XML File Populating XPK_ XFK and Static Fields Increasing Heap Size to Execute Bigger XML Files XML Target Table Logic Chapter 4: Known Limitations Known Limitations Index Table of Contents

5 Preface The Informatica Cloud XML Source Connector Guide contains information about how to set up and use XML Source Connector. The guide explains how organization administrators and business users can use XML Source Connector to read data from an XML Source. Informatica Resources Informatica Documentation To get the latest documentation for your product, browse the Informatica Knowledge Base at If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through at Informatica Cloud Web Site You can access the Informatica Cloud web site at This site contains information about Informatica Cloud editions and applications. Informatica Cloud Communities Use the Informatica Cloud Community to discuss and resolve technical issues in Informatica Cloud. You can also find technical tips, documentation updates, and answers to frequently asked questions. Access the Informatica Cloud Community at: To find resources on using Cloud Application Integration (the Informatica Cloud Real Time service), access the community at: Developers can learn more and share tips at the Cloud Developer community: 5

6 Informatica Cloud Marketplace Visit the Informatica Marketplace to try and buy Informatica Cloud Connectors, Informatica Cloud integration templates, and Data Quality mapplets: Informatica Cloud Connector Documentation You can access documentation for Informatica Cloud Connectors at the Informatica Cloud Community: You can also download individual connector guides: Informatica Knowledge Base Use the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs. To access the Knowledge Base, visit If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at Informatica Cloud Trust Site You can access the Informatica Cloud trust site at This site provides real time information about Informatica Cloud system availability, current and historical data about system performance, and details about Informatica Cloud security policies. Informatica Global Customer Support You can contact a Customer Support Center by telephone or online. For online support, click Submit Support Request in the Informatica Cloud application. You can also use Online Support to log a case. Online Support requires a login. You can request a login at The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at 6 Preface

7 C H A P T E R 1 Introduction to XML Target Connector This chapter includes the following topics: XML Target Connector Overview, 7 Supported Objects and Task Operations, 7 Enabling XML Target Connector, 7 Working with XML Target Connector, 8 XML Target Connector Overview The Informatica Cloud XML Target Connector helps you to write an XML file. You can use an XML file or an XSD file to build the XML target.. The data for the XML target are usually from flat file, databases, Sales Force, Twitter, and SAP. The XML Target Connector helps you to generate XML files with multiple hierarchies. You can link the fields from source applications to the XML file or XSD file Supported Objects and Task Operations The following table provides the list of supported objects and operations by an XML Target Connector: Objects Read Insert Update Upsert Delete Data Preview Lookup XML NA Yes Yes NA NA NA NA Enabling XML Target Connector Contact Informatica Global Customer Support to enable XML Target Connector. It takes 15 minutes for the XML Target Connector to download Secure Agent after enabling. 7

8 Working with XML Target Connector XML Target Connector works on the simple principle of organizing the elements into tables or fields. The unbound elements segregates and considered as separate tables. To explain how an XML Target Connector works, let us consider the sample XML file of Customer Account/ Address details. The following image shows a sample XML file of Customer Account/Address details: The following image shows a sample XML file of Customer Account/Address details: 8 Chapter 1: Introduction to XML Target Connector

9 Table-1: Table CustomerAccountSummary_Customers_Customer with XPath /CustomerAccountSummary/ Customers/Customer Table-2: Table Accounts_Account with XPath CustomerAccountSummary_Customers_Customer_Accounts_Account Working with XML Target Connector 9

10 Table-3: Table Accounts_Account_PhoneNumbers_Phone with XPath /CustomerAccountSummary/ Customers/Customer/Accounts/Account/PhoneNumbers/Phone Table-4: Accounts_Account_Addresses_Address with XPath /CustomerAccountSummary/Customers/ Customer/Accounts/Account/Addresses/Address Note: Any bound element to the former element becomes the child element of the former element. For example, Phone numbers is the child element of Accounts. Accounts are the child element of customers. Note: All simple and attribute elements are considered as fields. Complex elements are not considered as fields to the table. The following image shows the option to view tables in cloud target: The following image shows the relations between different tables: Table-1 and Table-2 has a parent-child relation. Table-2 is parent to Table-3 and Table Chapter 1: Introduction to XML Target Connector

11 The following image shows the sibling relation between tables: Table-3 is sibling to Table-4. Working with XML Target Connector 11

12 C H A P T E R 2 XML Target Connections This chapter includes the following topics: Creating an XML Target Connection, 12 Guidelines for XML Target Connections, 13 Creating an XML Target Connection Create a connection in Informatica Cloud to use the XML Target Connector in Data Synchronization task. The following steps help you to create XML target connection in Informatica Cloud. 1. Click Configure in Informatica Cloud home page. 2. Select Connections from the menu. The Connections page appears. 3. Click New to create a connection. The New Connection page appears. The following image shows the Connection Details page: 12

13 4. Specify the following details: Connection Property Connection Name Description Type Secure Agent Sample XML/XSD Schema Name XML Working Directory Final XML File Name Description Enter a name for the connection. Provide a description for the connection. Select XML Target from the list. Select the secure agent from the list. Enter XSD file path or XML file path. Enter the file path for XML working directory. Enter final XML file path with the file name. 5. Click Ok to save the connection. Note: It is recommended to test the connection before saving the connection. Click Test to evaluate the connection. Note: The XML target Connector will create other files in XML working directory for its internal processing, which you can delete after generating the final XML to save the space. Guidelines for XML Target Connections The following guidelines help you to use XML Target connections. The XML file must have a valid XML schema directory (XSD). The XML file must not contain the path of DTD or XSD files. The XML file must not have references pertaining to other XML files. The XML file must not contain any name spaces with the root element. Do not run the same Data Synchronization task repeatedly, as it will create duplicate XML records. Task operation "Insert" in the Definition tab, creates another merged file. After you create a clean file, the Data Synchronization task creates _clean.xml file which has XPK and XFK elements and suffix removed. Guidelines for XML Target Connections 13

14 C H A P T E R 3 Data Synchronization Tasks with XML Target Connector This chapter includes the following topics: Creating an XML Target Data Synchronization Task, 14 Editing the Value of ISFINALXML in Field Mapping, 17 Update-Merge Existing XML File, 18 Cleaning the Merged XML File, 19 Populating XPK_ XFK and Static Fields, 19 Increasing Heap Size to Execute Bigger XML Files, 20 XML Target Table Logic, 22 Creating an XML Target Data Synchronization Task You need to create an XML Target connection before you create the Data Synchronization task. Perform the following tasks to create a Data Synchronization task: 1. Click Task Wizard in Informatica Cloud home page. 2. Select Data Synchronization from the menu. The Data Synchronization page appears. 3. Click New to create a Data Synchronization task. 14

15 The Definition tab appears. The following image shows the Definition page: 4. Specify the Task Name for the task. 5. Provide a Description for the task. 6. Select Insert in Task Operation. 7. Click Next. The Source tab appears. The following image shows the Source page: 8. Select the Connection for the task. 9. Select the Source Type for the task. 10. Select the Source Object for the task. 11. Click Next. The Target tab appears. Creating an XML Target Data Synchronization Task 15

16 12. Select the target Connection and Target Object required for the task. The following image shows the Target page: 13. Click Next. The Data Filter tab appears in which by default Process all rows is chosen. 14. Click Next. The Field Mapping tab appears, where you can map source fields to target fields accordingly. The following image shows the Field Mapping page: 15. Click Next. The Schedule tab appears where you can schedule the task according to the requirement and save. 16 Chapter 3: Data Synchronization Tasks with XML Target Connector

17 16. Click Save and Run the task if you do not want to schedule the task. The following image shows the Schedule Details page: you run the task, the Monitor Log page appears where you can monitor the status of Data Synchronization tasks. After Editing the Value of ISFINALXML in Field Mapping Perform the following steps to edit the value of ISFINALXML in Field Mapping: 1. Click edit ISFINALXML in the Field Mapping tab. The Field Expression page appears. The following image shows the Field Mapping page: 2. Enter True or False in the Field Expression accordingly. Editing the Value of ISFINALXML in Field Mapping 17

18 The following image shows the Field Expression page: Enter False for creating and updating the XML target file. Enter True for cleaning the XML target file. Update-Merge Existing XML File Select Update as the task operation when you want to add other modules such as address, phone numbers, location, and references to an existing XML file. Perform the following task to update modules to an existing XML file: 1. Click Task Wizard in Informatica Cloud home page. 2. Select Data Synchronization from the menu. The Data Synchronization page appears. 3. Click New to create a Data Synchronization task. The Definition tab appears. 4. Assign Task Name in Definition tab. 5. Select Update as the task operation. Follow the same procedure for creating an XML target file using Insert task operation to update the existing XML file. Note: In Source tab, select the source object file with which you want to update-merge the existing XML file. Note: In Target tab, select the target object that is the child element of the element present in the existing XML target file. 18 Chapter 3: Data Synchronization Tasks with XML Target Connector

19 Cleaning the Merged XML File You need to clean the merged XML file to remove all the unnecessary syntaxes and quotes. The uncleansed XML contains XPK and XFK values tagged to the data in the file. Perform the following task to clean the merged XML file: 1. Click Task Wizard in Informatica Cloud home page. 2. Select Data Synchronization from the menu. The Data Synchronization page appears. 3. Select All Tasks in the View tab. 4. Select the updated Data Synchronization task and create a copy of the task. The following image shows the Data Synchronization page: 5. Click Edit to rename the task accordingly after creating the copy of the task. 6. Set the value for ISFINALXML field to true in field mapping tab. 7. Save and run the task. Note: You must clean the XML file after the XML file is completed. Populating XPK_ XFK and Static Fields The following tables contain XPK and XFK values for the XML file. The following table contains XPK and XFK values for the Customer-Account relationship: Cleaning the Merged XML File 19

20 The following table contains XPK and XFK values for the Account-Address relationship: The following table contains XPK and XFK values for the Account-Phone relationship: Increasing Heap Size to Execute Bigger XML Files When you want to setup Data Synchronization tasks for XML files less than 10MB size, you need to increase the Java heap size in associated Secure Agents for active instances. 1. Login to Informatica Cloud environment using Admin credentials. Note: You need to shutdown the Secure Agent before login in Informatica Cloud environment. 2. Click Configure in the Informatica Cloud home page. 3. Select Runtime Environment. The Runtime Environment page appears. 4. Click the pencil icon beside the Secure Agent for which you want to increase heap size. The Agent Details page appears. 5. Select Tomcat JRE in the Type field. 20 Chapter 3: Data Synchronization Tasks with XML Target Connector

21 The following image shows the Agent Details page: 6. Click the pencil icon corresponding to INFA_Memory to edit. The default value of Xms32m-Xmx256m needs to be edited to Xms256m-Xmx512m or more according to the requirement. 7. Click OK to save changes. 8. Select DTM in the Type field. 9. Click the pencil icon corresponding to JVM_Option 1 to edit. Increasing Heap Size to Execute Bigger XML Files 21

22 Specify the value as Xmx512m or more according to the requirement. The following image shows the Agent Version Details page: 10. Click OK to save changes. Restart the Secure Agent. XML Target Table Logic Explanation: XML with one contact. Thumb Rule: The Complex or Simplex type must be repeated to be treated as a candidate for table. <?xml version="1.0" encoding="utf-8" standalone="no"?> <CustomerData xmlns:xsi=" <Customer> <CustomerInformation> <CustomerID>EX-CI164308</CustomerID> <CustomerFlag>N</CustomerFlag> <OrganisationName>ACXIOM</OrganisationName> <CustomerAbbreviatedName>ACXIOM</CustomerAbbreviatedName> <CustomerStatus>A</CustomerStatus> <AccountType>External</AccountType> <CustomerCategory>Insight</CustomerCategory> <CustomerClass>INSIGHT</CustomerClass> <CustomerLanguage>GB</CustomerLanguage> <CustomerUrl> <CustomerProspectCode>CUSTOMER</CustomerProspectCode> </CustomerInformation> 22 Chapter 3: Data Synchronization Tasks with XML Target Connector

23 <Contact> <IsNew></IsNew> <ContactId>SF gmMcIAAU</ContactId> <FirstName>Gerry</FirstName> <LastName>Groome</LastName> <JobTitle>Marketing Co-ordinator</JobTitle> <Language>GB</Language> </Contact> </Customer> </CustomerData> When you parse the XML, the CustomerData table populates in the target table. The CustomerData table consist simplex type field of customer and contact merged together. After the Contact merges with CustomerData, the XML Target Connector cannot merge the Contact in other Data Synchronization task. If you want the contact as a table then you need to paste the contact section in the XML file before saving. Explanation: XML with two contacts. <?xml version="1.0" encoding="utf-8" standalone="no"?> <CustomerData xmlns:xsi=" <Customer> <CustomerInformation> <CustomerID>EX-CI164308</CustomerID> <CustomerFlag>N</CustomerFlag> <OrganisationName>ACXIOM</OrganisationName> <CustomerAbbreviatedName>ACXIOM</CustomerAbbreviatedName> <CustomerStatus>A</CustomerStatus> <AccountType>External</AccountType> <CustomerCategory>Insight</CustomerCategory> <CustomerClass>INSIGHT</CustomerClass> <CustomerLanguage>GB</CustomerLanguage> <CustomerUrl> <CustomerProspectCode>CUSTOMER</CustomerProspectCode> </CustomerInformation> <Contact> <IsNew></IsNew> <ContactId>SF gmMcIAAU</ContactId> <FirstName>Gerry</FirstName> XML Target Table Logic 23

24 <LastName>Groome</LastName> <JobTitle>Marketing Co-ordinator</JobTitle> <Language>GB</Language> </Contact> <Contact> <IsNew></IsNew> <ContactId>SF gmMcIAAU</ContactId> <FirstName>Gerry</FirstName> <LastName>Groome</LastName> <JobTitle>Marketing Co-ordinator</JobTitle> <Language>GB</Language> </Contact> </Customer> </CustomerData> In this XML file, the Contact is repeated twice. When you try to parse the XML using the XML Target Connector, the target table populates with CustomerData and Contact. You can merge contact with CustomerData. 24 Chapter 3: Data Synchronization Tasks with XML Target Connector

25 C H A P T E R 4 Known Limitations This chapter includes the following topic: Known Limitations, 25 Known Limitations The following describes the known limitations of the XML Target Connector: You cannot use same data source to update XML target. This results in the duplication of data in XML target. It is not recommended to rerun the same task. Data preview is not supported in this release. When the name of a target object in a Data Synchronization task exceeds 30 characters, the Secure Agent truncates the object name. 25

26 I n d e x C Cloud Application Integration community URL 5 Cloud Developer community URL 5 I Informatica Cloud Community URL 5 Informatica Cloud web site URL 5 Informatica Global Customer Support contact information 6 T trust site description 6 26