Loading Metadata into Planning Using Data Integration Management


Purpose


This tutorial covers how to use Data Integration Management to load metadata into Planning 11.1.1.

Time to Complete


Approximately 60 minutes.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Reviewing Load Files
 Logging on to Data Integration Management
 Connecting to Repositories
 Creating Flat File Sources
 Creating Planning Targets
Creating Mappings
Creating Data Load Workflows
Executing Data Load Workflows
Verifying Results in Planning
 Summary
 Related information

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Overview


This tutorial covers how to load metadata for Planning by using Data Integration Management.

You can manage dimensions and members by using Performance Management Architect. Administrators build dimensions and their properties either manually or by loading the metadata from a file. You can load metadata into Performance Management Architect.

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Scenario


You are the Planning administrator at your company and your team wants you to create new accounts in Planning. You will use the Data Integration Management Planning adapter to accomplish this.

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Prerequisites


Before starting this tutorial, you should:

1.Have administrator rights to Planning.
2.Have access to Workspace, Planning, and Data Integration Management.
3.Have a load file containing Planning metadata to use in Data Integration Management.

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Reviewing Load Files


To review load files, perform the following steps:

1.

Open the metadata load file and review its contents. In this case, we are using a csv file.

In this example, you have one member, 5800, that you will load into Planning. Columns represent member properties.

 

2.

Add additional rows to the load file to load other accounts.

In this example, add account 5900 (Discount Expense). Now there are two accounts to add to Planning.

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Logging On to Data Integration Management


To log on to Data Integration Management, complete the following steps:

1.

Select Start > Programs > Informatica PowerCenter 8.1.1 > Client > PowerCenter Workflow Manager.

 

2.

In the Welcome to PowerCenter Workflow Manager window, click OK.

The Informatica PowerCenter Workflow Manager is displayed.

 

 

You are logged on to Data Integration Manager. Next, you need to connect to the PowerCenter Repository.

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Connecting to Repositories


To connect to a repository, complete the following steps:

1.

In the Repository Navigator pane, right click a repository and select Connect.

 

2.

In the Connect to Repository dialog box, enter security credentials and click Connect.

 

3.

Select Connections > Application to set the Planning application connection.

The Application Connection Browser is displayed.

 

4.

From the Select Type drop-down list, select the Planning application connection.

 

5.

Click New .

 

6.

Enter the application name, user name, and password, and click OK .

 

7.

Click Close .

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Creating Flat File Sources


You create a flat file source in Designer. You set up both source and target definitions.

To create flat file source definitions, perform the following steps:

1.

From Workflow Manager, select Tools > Designer .

 

2.

Right-click the Planning folder, and select Open .

 

3.

Select Tools > Source Analyzer .

 

4.

Select Sources > Import from File .

 

5.

Select the flat file you are using to import metadata and click OK . In this example, the flat file is LoadAccounts_DIM.csv.

The Flat File Import Wizard is displayed.

 

6.

If your load file contains names in the first row, select Import field names from first line, and click Next .

 

7.

Select the delimiters and text qualifiers for the text file, and click Next .

 

8.

Select column data types for the text file, and click Finish .

 

9.

If the table exists, click Replace to replace the source details.

The flat file is displayed in Source Analyzer.

 

10.

Expand the flat file source to view all ports that can be mapped from this flat file to the Planning application target. In this example, the target is the Account dimension in Planning.

 

11.

Right-click the flat file source and select Edit .

The Edit Tables dialog box is displayed.

 

12.

Select the Columns tab, and set all data type values to string .

 

13.

Click OK to close the dialog box.

 

14.

Press Ctrl+S to save your changes and verify that the file was saved.


 

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Creating Planning Targets


You use Target Designer to set up a Planning target for the metadata load. You select a target and create a data source. After setting up a connection to a Planning data source, you test the connection.

To create Planning application target definitions, perform the following steps:

1.

From Designer, select Tools > Target Designer .

 

2.

Select Targets > Import from Hyperion Planning .

 

3.

Click the ellipsis button to create a data source name before you define your targets.

The DSN represents a set of information that is used to connect to an application such as Planning.

 

4.

Enter the DSN and server details and click Get applications to refresh the list of servers that you can connect to.

 

5.

Select the application and login details to connect to Planning.

 

6.

Click Test connectivity .

 

7.

Click OK to close the Define DSN dialog box.

 

8.

Click Connect to view Planning application targets.

 

9.

Select Account , and click OK to import account metadata into Planning.

Next, you create a mapping from the source flat file to the target Planning application.

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Creating Mappings


You use Mapping Designer to create a mapping between source file and the Planning target.

1.

From Target Designer, select Tools > Mapping Designer .

The Mapping Designer window is displayed.

 

2.

Select Mappings > Create .

 

3.

In the Mapping Name dialog box, enter a mapping name and click OK .

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4.

Select the source for the data load. In this example, it is the LoadAccounts_DIM flat file.

 

5.

Drag the source to the Mapping Dimension Editor.

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The source definition and source qualifier are displayed in the mapping dimension editor.

 

6.

Expand the source qualifier to view all mapping ports .

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7.

Select a target for the mapping, and adjust the Mapping Designer windows to see all targets and source definition details.

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8.

Drag the Planning account target to the Mapping Dimension Editor and place the target to the right of the source.

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9.

Expand the target definition to view all of its ports.

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10.

Right-click anywhere in Mapping Designer, and select Autolink .

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11.

Select the target (From Transformation) and source (To Transformations) to link, click Apply Now , and then click OK .

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12.

Press Ctrl+S to save your changes.

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13.

View the Mapping output window to confirm that the mapping was saved .

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Creating Data Load Workflows


You use Workflow Manager to create a data load workflow. Next, you execute the data load workflow to load the metadata to the Planning target.

To create data load workflows, perform the following steps:

1.

From PowerCenter Designer, select Tools > Workflow Manager .

 

2.

In Workflow Manager, right-click the Hyperion folder, and select Open to ensure that the Hyperion repository is connected

 

3.

The Workflow Designer window is displayed.

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The last workflow that you were working on is displayed.

 

4.

Select Workflows > Create .

 

5.

If a workflow is open in Workflow Designer, click Yes at the prompt to close the open workflow.

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6.

Enter the workflow name, server, and any other details, and click OK .

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7.

Select Tasks > Create to create a session task.

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Session tasks specify how workflows are executed.

 

8.

In the Create Task dialog box, enter the task name, and click Create .

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9.

Select the mapping that you created, and click OK .

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10.

Click Done .

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Executing Data Load Workflows


You use Workflow Manager to execute a data load workflow in order to load the metadata to the Planning target. First, you verify the source and target properties for the task and the mapping and save the workflow. Next, you link and validate the task flow. Finally, you execute the workflow.

 

bullet.gifVerifying Source and Target Properties
bullet.gifLinking and Validating Task Flows
bullet.gifExecuting Workflows

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Verifying Source and Target Properties

To verify source and target properties, perform the following steps:

1.

Right-click the session task and select Edit to verify that source and target properties are correct.

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2.

Select the Mapping tab to verify source and target properties.

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3.

Select the flat file source.

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4.

Verify that the correct reader, (File Reader) for the flat file is selected.

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5.

Verify that target properties are correct.

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6.

Click OK to close the Edit Tasks window.

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7.

Press Ctrl+S to save the workflow.

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Linking and Validating Task Flows

To link and validate task flows, perform the following steps:

1.

Select Tasks > Link Task to link the tasks in the workflow.

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2.

Link to tasks.

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3.

Select Tasks > Validate to validate the task flow.

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4.

In the Output window, verify that the workflow is valid.

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If your workflow is not valid, verify the session task properties again.

 

5.

Press Ctrl+S to save the workflow.

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Executing Workflows

To execute workflows, perform the following steps:

1.

Select Workflows > Start Workflow.

 

2.

Right-click the session task and select Properties to verify that the workflow was executed properly.


 

3.

Verify that two rows were successfully created in the target Planning applications.

 

4.

Verify that two source rows were successfully read from the flat file source.

 

5.

Click OK, and minimize open windows.

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Verifying Results in Planning


In this topic, you log on to Planning and verify that the two accounts were added to the Account dimension.

1.

Log on to Workspace and access your Planning application.

 

2.

In the Administration menu, select Dimensions to display Dimension Editor.

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3.

In the Dimensions list, select Account and search for account 5800.

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4.

Verify that accounts 5800 and 5900 were added to the Account dimension.

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Summary


In this tutorial, you learned how to:

 Review load files
 Log on to Data Integration Management
Connect to the Repository
Create flat file sources
Create Planning targets
Create mappings
Create data load workflows
Execute data load work flows
 Verify results in Planning

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Related Information


To learn more about Planning, refer to additional OBEs.

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