Business Objects Informatica Metadata Bridge User s Guide

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1 Business Objects Informatica Metadata Bridge User s Guide Version 5.1 Windows

2 Business Objects Version 5.1 Business Objects Informatica Metadata Bridge User s Guide No part of the computer software or this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from Business Objects. The information in this document is subject to change without notice. If you find any problems with this documentation, please report them to Business Objects in writing at Business Objects does not warrant that this document is error free. Copyright Business Objects 2002 All rights reserved. Printed in France. Trademarks: The Business Objects logo, WebIntelligence, BusinessQuery, and BusinessMiner, are registered trademarks of Business Objects S.A. in the US and /or other countries. Microsoft, Windows, Windows NT, Access, Microsoft VBA, the Visual Basic Logo and other names of Microsoft products referenced herein are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft, Windows, Windows NT, Access, Microsoft VBA, the Visual Basic Logo and other names of Microsoft products referenced herein are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. All other names of Oracle products referenced herein are trademarks or registered trademarks of Oracle Corporation. PowerMart is a registered trademark of Informatica Corp. PowerCenter is a trademark of Informatica Corp. All other names of Informatica products referenced herein are trademarks or registered trademarks of Informatica Corp. All other product and company names mentioned herein are the trademarks of their respective owners. This software and documentation is commercial computer software under Federal Acquisition regulations, and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense. The use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at U.S. Patent Numbers 5,555,403 and 6,247,008 Part Number: Edition: 3

3 Contents Finding the Information You Need v Chapter 1 Getting Started with the Business Objects Informix Metadata Bridge 13 Overview What is the Business Objects Informatica Metadata Bridge?...14 Hardware Requirements...16 Software Requirements...16 Before you Install Business Objects Informatica Metadata Bridge...17 Installing the Business Objects Informatica Metadata Bridge...18 Chapter 2 Creating a Business Objects Universe 21 Overview Creating the Universe...22 Chapter 3 Updating a Business Objects Universe 29 Overview Updating a Universe...30 Logic of Update...37 Index 39 Business Objects Informatica Metadata Bridge User s Guide iii

4 Contents iv Business Objects Informatica Metadata Bridge User s Guide

5 Finding the Information You Need In this chapter It s in the Documentation vi A Documentation Service on the Web vi Multimedia vii Online Guides ix Online Help xi What to Do for More Information xi About this Guide xii Audience xii Conventions Used in this Guide xii Business Objects Informatica Metadata Bridge User s Guide v

6 Finding the Information You Need It s in the Documentation Business Objects documentation continues to deliver timely and indepth coverage of product information. Not just facts about product features, but a world of knowledge in the way of tips, samples, and troubleshooting instructions. For your convenience, Business Objects documentation comes in a variety of formats including Windows online help, HTML, Acrobat PDF, paper, and multimedia. What s more, you can gain quick access to it at any time directly from the product you are working with. Documentation has been carefully designed to meet your needs for speed and ease of navigation. All the information you need is there just a few mouse clicks away. The next sections highlight the key features of our documentation. A Documentation Service on the Web From the Help menu of all our products, you can check out More Tips and Samples, the Business Objects documentation service on the Internet. From here, you can discover the latest updates, tips, samples, and troubleshooting. You can also get there by pointing your browser to the following URL: From the Tips and Tricks page, registered customer support contacts can explore the electronic version of the Business Objects documentation set. It offers extensive information on all Business Objects products, updates, troubleshooting, tips, and much more. In addition, registered DEVELOPER SUITE customers can download new documentation and code samples. vi Business Objects Informatica Metadata Bridge User s Guide

7 It s in the Documentation Multimedia Business Objects multimedia comprises the BUSINESSOBJECTS Quick Tour, the INFOVIEW Quick Tour, and the BUSINESSMINER tutorial, all of which cover the essential features of these products. The BusinessObjects Quick Tour The BUSINESSOBJECTS Quick Tour is a multimedia presentation that takes you on a guided tour of the key features of BUSINESSOBJECTS. Its didactic approach makes it an ideal primer for first-time users of the product. You may wish to use it as an accompaniment to the guide Getting Started with BusinessObjects. Business Objects Informatica Metadata Bridge User s Guide vii

8 Finding the Information You Need The InfoView Quick Tour The INFOVIEW Quick Tour is a multimedia presentation that highlights the key features of INFOVIEW. Intended primarily for new users, it offers an overview of all the features necessary for managing and distributing documents. The INFOVIEW Quick Tour can be used as an accompaniment to the guide Getting Started with WebIntelligence. The BusinessMiner Tutorial This multimedia tutorial teaches novice users how to use the powerful desktop datamining software, BUSINESSMINER. Each lesson in this tutorial has a narrated, animated presentation which shows users how to answer a business question using BUSINESSMINER. Users can then try out the demonstrated tasks themselves by following the step-by-step exercises in the accompanying guide. viii Business Objects Informatica Metadata Bridge User s Guide

9 It s in the Documentation Online Guides User s Guides All user s guides are available as Acrobat Portable Document Format (PDF) files. Designed for online reading, PDF files enable you to view, navigate through, or print any of their contents. The full list of Business Objects guides is provided in the Deployment Guide. From a Business Objects product, you can open a guide from the commands of the Help menu. The Help menu of BusinessObjects provides commands for viewing documentation. During installation, the BUSINESSOBJECTS installer program automatically copies these files to: Business Objects\BusinessObjects 5.0\Online Guides\En You can open a document from the Help menu provided that you have installed the Adobe Acrobat Reader, version 3.0 or higher on your machine. This Reader is available on the Business Objects CD-ROM. You can also download it for free from the Web site of Adobe Corporation. Business Objects Informatica Metadata Bridge User s Guide ix

10 Finding the Information You Need The Error Message Guide The Error Message Guide is a compilation of the error messages that can appear with ordinary use of Business Objects products. This guide provides you with detailed troubleshooting information so that you can determine the reasons for an error and take the appropriate steps to resolve it. It allows you to search for error messages by code. Each error message appears with its probable cause and the recommended course of action. You can open this online guide from any of the Business Objects products by selecting the Error Messages Explained command from the Help menu. From INFOVIEW, click Error Messages in the navigation bar. Click an error message to go to its explanation in the guide. Click the List of Error Messages bookmark to view the error messages by code The Error Message Guide in PDF format. x Business Objects Informatica Metadata Bridge User s Guide

11 It s in the Documentation Online Help For Business Objects Windows desktop products, online help is available in the form of.hlp and.cnt files that comply with the standards of Microsoft Windows online help. From INFOVIEW, online help is available for both INFOVIEW and WEBINTELLIGENCE. What to Do for More Information If you cannot find the information you are looking for, then we encourage you to let us know as soon as you can. We welcome any requests, tips, suggestions, or comments you may have regarding the contents of this or other Business Objects documentation. You can contact us by at: To find out information about Business Objects products and services, visit our Web site at: Business Objects Informatica Metadata Bridge User s Guide xi

12 Finding the Information You Need About this Guide Audience This guide explains how to setup the Business Objects Informatica Metadata Bridge and use it to create and update Business Objects universes using metadata from PowerMart repositories. This guide is intended for a Business Objects universe designer working with Informatica PowerMart or PowerCenter data marts and data warehouses. Universe designers should have a good working knowledge of SQL and relational database management. In addition, they should be familiar with PowerMart or PowerCenter applications and the logical structure of the database in their organizations. End users should be familiar with the data with which they are working. They should also know BUSINESSOBJECTS well enough to create and modify reports. For more information on these processes, refer to the BusinessObjects User s Guide. Conventions Used in this Guide The conventions used in this guide are described in the table below. Convention SMALL CAPITALS This font How Used The names of all products such as DESIGNER, SUPERVISOR, BUSINESSOBJECTS, WEBINTELLIGENCE. The names of BUSINESSOBJECTS classes, objects and conditions. For example, Customer, Sales, Revenue, Service, etc. This font Code, SQL syntax, computer programs. For Id) xii Business Objects Informatica Metadata Bridge User s Guide

13 Chapter 1 Getting Started with the Business Objects Informix Metadata Bridge In this chapter Overview 14 What is the Business Objects Informatica Metadata Bridge? 14 Hardware Requirements 16 Software Requirements 16 Before you Install Business Objects Informatica Metadata Bridge 17 Installing the Business Objects Informatica Metadata Bridge 18 Business Objects Informatica Metadata Bridge User s Guide 13

14 Chapter 1 Getting Started with the Business Objects Informix Metadata Bridge Overview This chapter presents an overview of the Business Objects Informatica Metadata Bridge as well as its hardware and software requirements and installation instructions. What is the Business Objects Informatica Metadata Bridge? The Business Objects Informatica Metadata Bridge provides seamless integration between PowerMart and Business Objects products so that you can create and update Business Objects universes using metadata from PowerMart repositories. By providing easy access to datamarts created using PowerMart, it enables you to leverage your investment in PowerMart and increase the efficiency and effectiveness of Business Objects universe management. Using the Business Objects Informatica Metadata Bridge, you can: Create Business Objects universes using metadata from Informatica repositories Update Business Objects universes and synchronize metadata with Informatica repositories 14 Business Objects Informatica Metadata Bridge User s Guide

15 What is the Business Objects Informatica Metadata Bridge? The following figure shows how the Business Objects Informatica Metadata Bridge uses metadata from Informatica repositories to create Business Objects universes. Informatica Repository MX2 SDK Application Program Interface (API) The Business Objects Informatica Metadata Bridge uses the MX2 API to access the metadata in the Informatica repository, and creates or updates a Business Objects Universe using the Designer API. Business Objects Repository Business Objects Universe Business objects Informatica Metadata Bridge DESIGNER Application Program Interface (API) Business Objects Informatica Metadata Bridge User s Guide 15

16 Chapter 1 Getting Started with the Business Objects Informix Metadata Bridge Hardware Requirements To use the Business Objects Informatica Metadata Bridge with Business Objects Desktop products, you need: Any IBM -compatible machine with a Pentium 90 processor or higher At least 32 MB of RAM A hard disk A CD-ROM drive A network card, if you do not have a local database. To use the Business Objects Informatica Metadata Bridge with Enterprise Server products, you need: Any IBM -compatible machine with a Pentium 200 processor or higher At least 128 MB of RAM; recommended: 256 MB A hard disk with 150 MB of free space A CD-ROM drive A network card, if you do not have a local database. For more information Business Objects products hardware requirements, refer to the Installation and Update Guide. Software Requirements The following software is required on your system: Business Objects Products 5.1 or later Informatica PowerMart or PowerCenter 4.7 or 5.0 Metadata Exchange MX2 SDK 1.7.x Business Objects Informatica Metadata Bridge Microsoft Windows 2000 or Windows NT. You must also: Install a Business Objects products version 5.x repository Create an Informatica PowerMart or PowerCenter repository. 16 Business Objects Informatica Metadata Bridge User s Guide

17 Before you Install Business Objects Informatica Metadata Bridge Before you Install Business Objects Informatica Metadata Bridge Before installing Business Objects Informatica Metadata Bridge, you must: Ensure that PowerMart or PowerCenter is installed on your system Create a PowerMart or PowerCenter repository in a relational database Ensure that MX2 SDK is installed on your system Ensure Business Objects Products 5.1 is installed on your system Ensure you have a database application installed on your system Install a Business Objects 5.1 repository. To install the repository, launch SUPERVISOR and click Admin to start the creation wizard. Note: If you install the repository on a DB2 database, you must enter the Owner name of the Business Objects repository database on the Advanced tab of the connectivity dialog box. For more information about installing the repository, refer to the Supervisor s Guide. For detailed information about setting up the Business Objects environment, refer to the Business Objects Installation and Update Guide. For detailed information about setting up the PowerMart or PowerCenter environments, please refer to the proper Informatica installation guides. Business Objects Informatica Metadata Bridge User s Guide 17

18 Chapter 1 Getting Started with the Business Objects Informix Metadata Bridge Installing the Business Objects Informatica Metadata Bridge If you have a previous version installed, you should remove it. To do so: 1. In the Control Panel, double-click Add/Remove Programs. The Add/Remove Programs Properties dialog box is displayed. 2. Select Business Objects Informatica Metadata Bridge and click Add/Remove. To install the Business Objects Informatica Metadata Bridge: 1. Click Setup.exe to start the Business Objects Informatica Metadata Bridge Setup, then click OK. An installation wizard will guide you through the steps. 18 Business Objects Informatica Metadata Bridge User s Guide

19 Installing the Business Objects Informatica Metadata Bridge 2. Select the directory in which you want to install the Business Objects Informatica Metadata Bridge, then click the Install button. 3. Select the Program Group from which you want to run the Business Objects Informatica Metadata Bridge, then click Continue. Throughout the installation process a message box displays its progress. To interrupt the process at any time, click Cancel. Business Objects Informatica Metadata Bridge User s Guide 19

20 Chapter 1 Getting Started with the Business Objects Informix Metadata Bridge 20 Business Objects Informatica Metadata Bridge User s Guide

21 Chapter 2 Creating a Business Objects Universe In this chapter Overview 22 Creating the Universe 22 Business Objects Informatica Metadata Bridge User s Guide 21

22 Chapter 2 Creating a Business Objects Universe Overview This chapter describes how to create a Business Objects universe using metadata from an Informatica repository. Before you use this section, you should have installed the Business Objects Informatica Metadata Bridge software and set up the database. Refer to Getting Started with the Business Objects Informix Metadata Bridge on page 13 for information on performing these tasks. Creating the Universe You can extract physical and business metadata from the Informatica repository and use this data to create a new Business Objects universe. Note: To create a universe via the Informatica Metadata Bridge, you need read/ write access to the Informatica repository table(s). To create a universe using metadata from an Informatica repository: 1. Select Start, Programs, Business Objects Informatica Metadata Bridge, Business Objects Informatica Metadata Bridge. The Metadata Bridge Wizard is displayed. Note: Before you launch the Metadata Bridge Wizard, you must exit DESIGNER if it is running. 22 Business Objects Informatica Metadata Bridge User s Guide

23 Creating the Universe 2. On the first page, click Create Universe, then Next. 3. On page 2, enter the Informatica repository login and connection information for the repository database. This consists of the repository name, username, password and the database ODBC connection string, username, and password. Note: The username and password used for the repository database connection must be that of the creator of the repository. Business Objects Informatica Metadata Bridge User s Guide 23

24 Chapter 2 Creating a Business Objects Universe The Select as default option appears on most pages of the Metadata Bridge Wizard. If you select the Select as default option, the parameters you enter on that page will appear automatically each time you launch the Metadata Bridge Wizard. Caution: When the Select as default option is selected, the login information entered will be stored as the default settings. This is for ease of use, but may compromise security. If you de-select this option, the login information is not stored and must be entered next time the page is displayed. 4. On Page 3, select the PowerMart folder and version from which you plan to create the universe. Click Next. 24 Business Objects Informatica Metadata Bridge User s Guide

25 Creating the Universe 5. On Page 4, enter a security domain name, username and password to connect to the Business Objects repository. To test the login, click Test. Click Next. 6. On page 5, enter the universe name and select the target database connection. You can select an existing connection to the target database or create a new connection. To create a new connection click New. The Add a connection dialog box is displayed. For more information on creating a connection, see the Business Objects Database Guide for you database. Click Next. Business Objects Informatica Metadata Bridge User s Guide 25

26 Chapter 2 Creating a Business Objects Universe Note: You must ensure that the source datamart and repository selected on page 2 of the Wizard match the target datamart connection you select here. Otherwise, the bridge will connect to the PowerMart repository with one set of metadata and use another set of metadata when running the update portion of the bridge. 7. On page 6, specify an owner for the universe tables. The owner is the name by which the table can be referred to unambiguously. This feature is database specific. You can: enter an owner for the tables select (none) to specify that the tables will not have an owner. Click Next. Note: Once in DESIGNER, you may add an Owner qualifier. 26 Business Objects Informatica Metadata Bridge User s Guide

27 Creating the Universe 8. On page 7, click the tables and columns from your Informatica repository to include in your universe. Click the select (>) button, then Create. To select all the tables click the select all (>>) button. Page 8 informs you that the universe has been created successfully and provides information about the number of classes, objects and joins. 9. Click Finish. DESIGNER displays the Universe and Structure panes of your new universe. Business Objects Informatica Metadata Bridge User s Guide 27

28 Chapter 2 Creating a Business Objects Universe The Business Objects Informatica Metadata Bridge names the objects in the new universe according to the Business Name of the columns from the tables in the Informatica repository. If a column does not have a Business Name, the Metadata Bridge uses the Column Name. 28 Business Objects Informatica Metadata Bridge User s Guide

29 Chapter 3 Updating a Business Objects Universe In this chapter Overview 32 Updating a Universe 32 Logic of Update 41 Business Objects Informatica Metadata Bridge User s Guide 29

30 Chapter 3 Updating a Business Objects Universe Overview This chapter describes how to update a Business Objects universe and synchronize the metadata from an Informatica repository. Before you use this section, you should have installed the Business Objects Informatica Metadata Bridge software and set up the database. Refer to Getting Started with the Business Objects Informix Metadata Bridge on page 13 for information on performing these tasks. Updating a Universe When you update a universe, the Business Objects Informatica Metadata Bridge builds a universe structure and PowerMart repository structure and compares them. It then allows you to select the tables you want to add or update in the Business Objects universe. For more information, refer to Logic of Update on page 37. The Business Objects Informatica Metadata Bridge adds or replaces existing tables in the Business Objects universe using metadata from the Informatica repository. It does not delete any changes you made to the universe after creating it. For example, new table, joins, columns that do not come from the Informatica repository. To update a universe using metadata from an Informatica repository: 1. Click Start, Programs, Business Objects Informatica Metadata Bridge, then Business Objects Informatica Metadata Bridge. The Metadata Bridge Wizard is displayed. Note: Before you launch the Metadata Bridge Wizard, you must exit DESIGNER if it is running. 30 Business Objects Informatica Metadata Bridge User s Guide

31 Updating a Universe 2. On the first page, click Update Universe, then Next. Business Objects Informatica Metadata Bridge User s Guide 31

32 Chapter 3 Updating a Business Objects Universe 3. On page 2, enter the Informatica repository login and connection information for the repository database. This consists of the repository name, username, password and the database ODBC connection string, username, and password. Note: The username and password used for the repository database connection must be that of the creator of the repository. Click Next. The Select as default option appears on most pages of the Metadata Bridge Wizard. If you select the Select as default option, the parameters you enter on that page will appear automatically each time you launch the Metadata Bridge Wizard. Caution: When the Select as default option is selected, the login information entered will be stored as the default settings. This is for ease of use, but may compromise security. If you de-select this option, the login information is not stored and must be entered next time the page is displayed. 32 Business Objects Informatica Metadata Bridge User s Guide

33 Updating a Universe 4. On page 3, enter a security domain name, username and password to connect to the Business Objects repository. Click Next. 5. On page 4, specify an owner for the universe tables. Click Next. The owner is the name by which the table can be referred to unambiguously. This feature is database specific. You can: enter an owner for the tables select (none) to specify that the tables will not have an owner. Business Objects Informatica Metadata Bridge User s Guide 33

34 Chapter 3 Updating a Business Objects Universe Note: Once in DESIGNER, you may add an Owner qualifier. 6. On page 5, select a universe to update. Click Next. The Universes listed in bridge list contains the universes created using the bridge. You can select a universe from the list or click Browse to select a universe that is not in the list. If you select a universe that was not created using the bridge, it must have a logical link to the selected repository\folder\version. Otherwise, it is impossible to maintain metadata integrity between the selected universe and selected repository metadata and the update is bound to return invalid results. When the Update names and Update descriptions options are selected the class and object names and their descriptions are updated. These options are selected by default. 34 Business Objects Informatica Metadata Bridge User s Guide

35 Updating a Universe 7. On page 6, select tables to update from the Informatica repository list. The list contains tables that have been updated and tables that are not currently included in the Business Objects universe. These tables are marked using the following icons: for updated tables. for tables not currently included in the Business Objects Universe. Click Update. Page 7 informs you that the universe has been successfully updated. Click on browse to view the update log file and check what updates have been made. Business Objects Informatica Metadata Bridge User s Guide 35

36 Chapter 3 Updating a Business Objects Universe 8. Click Finish. DESIGNER displays the Universe and Structure panes of your updated universe. 36 Business Objects Informatica Metadata Bridge User s Guide

37 Logic of Update Logic of Update Let s have a look at the logic of the workflow in different scenarios: If there are differences between a table in the Informatica repository and the corresponding table in the Business Objects universe, you can select the table from the Informatica repository to update the table in the Business Objects universe. If a class or object has been deleted from the universe structure, but the corresponding table is still maintained in the Informatica repository and you select the table when you update the universe, the deleted class and objects will be added to the universe. If a table exists in the Informatica repository and does not have a corresponding table in the Business Objects universe, you can select this table to add it to the universe. When the table and its columns are added to the universe structure, classes and objects are also created using the business names if they exist. If a table exists in the Business Objects universe that does not have a corresponding table in the Informatica repository, this table is not changed. Business Objects Informatica Metadata Bridge User s Guide 37

38 Chapter 3 Updating a Business Objects Universe 38 Business Objects Informatica Metadata Bridge User s Guide

39 Index B Business Objects Informatica Metadata Bridge before installing 17 hardware requirements 16 how it uses metadata 15 installation overview 14 software requirements 16 uninstalling 18 BusinessObjects documentation vi xi BusinessMiner Tutorial viii documentation service on the web vi Error Message Guide x guides in PDF ix multimedia presentations vii obtaining more information xi online help xi Quick Tour vii, viii C creating universe D Developer Suite vi documentation see BusinessObjects documentation E error messages, see also Error Message Guide Error Message Guide x H hardware requirements 16 help see BusinessObjects documentation I installation Business Objects Informatica Metadata Bridge L limitation DB2 database 17 O online help xi P PDF online guides ix Q Quick Tour vii, viii R requirements hardware 16 software 16 S select as a default option 24 select as default option 32 software requirements 16 T tips vi troubleshooting see also Error Message Guide U uninstalling Business Objects Informatica Metadata Bridge 18 universe creating updating updates vi updating universe W web page for documentation vi Business Objects IBM Metadata Bridge User s Guide 39

40 Index 40 Business Objects IBM Metadata Bridge User s Guide

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