Using Synchronization in Profiling
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1 Using Synchronization in Profiling Copyright Informatica LLC 1993, Informatica LLC. 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. All other company and product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such owners.
2 Abstract You can synchronize the changes in the external data source to the data object in the Model Repository after you create and run a profile on the data object. You can also synchronize the curated results of an enterprise discovery profile after you migrate the profile from version 9.5 to a later release. This article discusses the Synchronize and Synchronize Enterprise Discovery Profile options and explains how to use the options based on your requirement. Supported Versions Data Quality 9.5 Table of Contents Overview Synchronize Option Synchronizing a Flat File Data Object in Informatica Developer Synchronizing a Relational Data Object in Informatica Developer Synchronizing a Flat File Data Object in Informatica Analyst Synchronizing a Relational Data Object in Informatica Analyst Synchronize Enterprise Discovery Profile Option Synchronizing an Enterprise Discovery Profile After Upgrade Overview You can use the Synchronize option for column profiles and enterprise discovery profiles. You can use the Synchronize Enterprise Discovery Profile option for enterprise discovery profiles. Use the Synchronize option to synchronize the changes in the source metadata to the data object after you create and run a profile on the source. You can use the Synchronize option in Informatica Analyst or Informatica Developer. You can use the option multiple times to synchronize the data source and data object. Use the Synchronize Enterprise Discovery Profile option to synchronize the curated profile results in the enterprise discovery profile after you migrate the profile from version 9.5 or earlier to a later release. You can use the Synchronize Enterprise Discovery Profile option in the Developer tool. To synchronize the curated results is a one-time task that you perform on an migrated enterprise discovery profile after you upgrade from version 9.5 or earlier to a later release. Synchronize Option When you change the metadata of an external data source, the data object metadata in the Model Repository is not updated by default. Use the Synchronize option to synchronize the data object metadata to the data source metadata. In the Developer tool, after you use the Synchronize option, when you open a profile or scorecard that uses the data object, an asterisk appears alongside the profile name or scorecard name in the editor. The asterisk indicates that the data object metadata has changed for the profile or scorecard. Open and save the profile or scorecard to update the profile definition in the Model Repository. Note that no visible changes appear in the Analyst tool when you open the profile or scorecard after you synchronize the data object for the profile or scorecard. You can use the Synchronize 2
3 option for column profiles, enterprise discovery profiles, and scorecards. The external data source can be a relational data source or flat file data source. Synchronizing a Flat File Data Object in Informatica Developer You can synchronize the changes to an external flat file data source with its data object in Informatica Developer. Use the Synchronize Flat File wizard to synchronize the data objects. 1. In the Object Explorer view, select a flat file data object. 2. Right-click and select Synchronize. The following image shows the Synchronize option for a data object: The Synchronize Flat File Data Object wizard appears. 3. In the Synchronize Flat File Data Object wizard, verify the flat file path in the Select existing flat file field. 3
4 The following image shows the Synchronize Flat File Data Object wizard: 4. Click Next. 5. Optionally, select the code page, format, delimited format properties, and column properties. 6. Click Finish, and then click OK. Synchronizing a Relational Data Object in Informatica Developer You can synchronize external data source changes of a relational data source with its data object in Informatica Developer. External data source changes include adding, changing, and removing columns, and changes to rules. 1. In the Object Explorer view, select a relational data object. 2. Right-click and select Synchronize. A message prompts you to confirm the action. 3. To complete the synchronization process, click OK. A synchronization process status message appears. 4. When you see a Synchronization complete message, click OK. The message displays a summary of the metadata changes made to the data object. Synchronizing a Flat File Data Object in Informatica Analyst You can synchronize the changes to an external flat file data source with its data object in the Analyst tool. Use the Synchronize Flat File wizard to synchronize the data objects. 1. Open the Library workspace. 2. In the Projects section, select a flat file data object from a project. 4
5 The Analyst tool displays the data preview for the flat file in the Data Preview tab. 3. Click the Properties tab. 4. From the Actions menu, click Synchronize. The following image shows the Properties tab and the Synchronize option in the Actions menu: The Synchronize Flat File wizard appears. 5. Choose to browse for a location or enter a network path to import the flat file. To browse for a location, click Choose File to select the flat file from a directory that your machine can access. To enter a network path, select Enter a Network Path and configure the file path and file name. The following image shows the Synchronize Flat File wizard: 5
6 6. Click Next. 7. Choose to import a delimited or fixed-width flat file. To import a delimited flat file, accept the Delimited option. To import a fixed-width flat file, select the Fixed-width option. 8. Click Next. 9. Configure the flat file options for the delimited or fixed-width flat file. 10. Click Next. 11. Optionally, change the column attributes. 12. Click Next. 13. Accept the default name or enter another name for the flat file. 14. Optionally, enter a description. 15. Click Finish. A synchronization message prompts you to confirm the action. 16. Click Yes to synchronize the flat file. A message that states synchronization is complete appears. To view details of the metadata changes, click Show Details. 17. Click OK. 6
7 Synchronizing a Relational Data Object in Informatica Analyst You can synchronize the changes to an external relational data source with its table data object. External data source changes include adding, changing, and removing source columns and rule columns. 1. Open the Library workspace. 2. In the Projects section, select a table data object from a project. The Analyst tool displays the data preview for the table on the Data Preview tab. 3. Click the Properties tab. 4. From the Actions menu, click Synchronize. A message prompts you to confirm the action. 5. To complete the synchronization process, click Yes. A synchronization status message appears. 6. A message that states synchronization is complete appears. To view details of the metadata changes, click Show Details. 7. Click OK. Synchronize Enterprise Discovery Profile Option After you upgrade from version 9.5 or earlier to version 9.6 or later, you can migrate the profiles from the previous version to the upgraded version. For enterprise discovery profiles, if you have added any user-defined keys, documented keys, or relationships in the previous version, then the keys and relationship information persists only in the Model Repository and not in the profiling warehouse. In the upgraded version, when you open the enterprise discovery profile in the Developer tool, the documented or user-defined keys and relationships do not appear in the curated results for the profile. To synchronize the user-defined keys, documented keys, and relationships in the Model repository to the profiling warehouse, use the Synchronize Enterprise Discovery Profile option in the Developer tool. After you synchronize the enterprise discovery profile, the user-defined and documented keys and relationships are set to Approve, and you can view the curated results in the Developer tool. Synchronizing an Enterprise Discovery Profile After Upgrade In Informatica Developer, you can synchronize the curated results for an enterprise discovery profile after you upgrade from version 9.5 or earlier to version 9.6 or later. 1. In the Object Explorer view, select an enterprise discovery profile. 7
8 2. Right-click the profile, and select Synchronize Enterprise Profile. The following image shows the Synchronize Enterprise Discovery Profile option in the Developer tool: The curated results for the profile is synchronized. Author Lavanya S Senior Technical Writer 8
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