1 SQL Server Integration Services with Oracle Database 10g SQL Server Technical Article Published: May 2008 Applies To: SQL Server Summary: Microsoft SQL Server (both 32-bit and 64-bit) offers best-of breed data integration facilities in the form of SQL Server Integration Services (SSIS). This paper describes how you can use SSIS to easily interface with other data sources running on the Oracle Database 10g database platform.
2 SQL Server Integration Services with Oracle Database 10g 2 Copyright The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Microsoft Corporation. All rights reserved. Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
3 Contents Introduction...1 About SSIS...1 Getting Started...2 Installing the Oracle Database 10g Client Software... 2 Testing the Oracle Database 10g Client Installation... 5 Building an ETL Solution in SSIS...8 Planning the Solution... 8 Creating the Solution... 8 Enhancing the Solution Data Conversion Derived Columns Conclusion... 20
4 SQL Server Integration Services and Oracle Database 10g 1 Introduction This paper focuses on the advantages of using SQL Server Integration Services to extract data from heterogeneous sources and import data into Microsoft SQL Server for Business Intelligence (BI) analysis and reporting. Oracle Database 10g data is used as the primary data source. The audience for this paper includes IT professionals, database administrators, and system architects. The reader should have a general understanding of databases and Microsoft SQL Server and Oracle Database 10g. Readers should use the referenced databases on their preferred hardware platform. SQL Server is part of the Microsoft integrated BI platform, and covers data warehousing, analytics and reporting, score carding, planning, and budgeting. SQL Server is in the Leader s Quadrant in both Gartner s Magic Quadrant for BI Platforms and Magic Quadrant for Data Warehousing. Microsoft includes excellent BI products in both SQL Server Standard Edition and Enterprise Edition. These include SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), and SQL Server Analysis Services (SSAS). In contrast, Oracle offers similar functionality as an option at an additional cost with Oracle Enterprise Edition. For a detailed comparison of the cost of SQL Server BI tools compared with similar Oracle products, see the Understanding Database Pricing white paper. The primary focus of this paper is SQL Server Integration Services. SSIS provides support for both heterogeneous and homogeneous environments and serves as an integration tool for customers who use multiple data sources and platforms running in Microsoft and non-microsoft software environments. We demonstrate how easy it is to set up SSIS with a heterogeneous data source and import data into SQL Server. We also document the steps to import data from an Oracle Database 10g data source into SQL Server. Many IT managers strive to adopt practical, price-efficient solutions to support their business processes. We re-emphasize the value that SQL Server offers for BI solutions. SQL Server includes excellent BI tools at no additional charge, a significant value that IT managers cannot ignore. About SSIS SQL Server Integration Services (SSIS) is a premier data transformation framework built on top of Microsoft SQL Server. It performs a wide variety of tasks from simple import/export operations to complex high-performance extract, transform, load (ETL) tasks between heterogeneous data sources. This powerful functionality comes from a tightly knit suite of tools made up of control-flow and data-flow logic designers, utilities to build and execute self-contained packages, and the services necessary to support the execution and automation of high-performance data transformation. SSIS originated in previous versions of SQL Server as Data Transformation Services (DTS) a simple data transformation framework built within SQL Server. What DTS lacked in broad functionality, it made up for with a simple get-it-done mentality. This enabled developers and database administrators to extract, transfer, and load data between Microsoft SQL Server and other database platforms or data sources in a straightforward manner. However, as the needs of the database community changed, so did the need for a more complete ETL solution within SQL Server.
5 SQL Server Integration Services and Oracle Database 10g 2 SSIS is the end result of years of customer feedback and refinement by Microsoft. The basic premise of data transformation within SQL Server has not changed, but the tools and processes to complete ETL tasks have changed radically. SSIS contains vastly more functionality than its predecessor. This document provides a practical example of extracting and transforming data from an external data source to a SQL Server database by using SSIS. The source of the data in our example originates from an Oracle Database 10g database. This particular example may become more commonplace as the total cost of ownership between Oracle and SQL Server increases. IT decision-makers recognize cost as an important purchase criterion when deciding which database platforms to run their business and SQL Server comes with the programs necessary for building BI solutions. Getting Started Before we start our example ETL process, we must first define the communication path between the source Oracle database and the destination SQL Server database. This requires installing the necessary Oracle support software. Oracle requires network transport facilities known as Oracle Net to communicate with database services. Oracle Net is analogous to the SQL Server Tabular Data Stream (TDS) transport facility. The most recent 32-bit and 64-bit versions of the Oracle Database 10g client software are available for download at the following locations: Attention should be paid to the particular version of the client software being installed 32-bit or 64-bit. Install the correct version for your operating system (32-bit or 64-bit). Installing the Oracle Database 10g Client Software After you download and extract the client software archive file, navigate to the main directory where the installation files are stored, and then use the following procedure. To install the Oracle Database 10g client software 1. Double-click the file setup.exe. This launches the Oracle Universal Installer. A welcome screen similar to the following figure appears. Select Custom, and then click Next.
6 SQL Server Integration Services and Oracle Database 10g 3 Figure 1 2. The next screen prompts for a home name and directory path for the installation. If necessary, edit the information. Click Next to continue. Figure 2 3. Select the components to install. In addition to the default selections, make sure to also select Oracle Windows Interfaces and Oracle Net. Click Next. Figure 3 4. The next screen shows the status of product-specific prerequisite checks as they are performed. Make sure that all checks succeed and correct any issues if necessary. Click Next.
7 SQL Server Integration Services and Oracle Database 10g 4 Figure 4 5. At the prompt for the port number of the Oracle Services for Microsoft Transaction Server (Figure 5), click Next to accept the default port. Figure 5 6. A summary screen shows all tasks the Oracle Universal Installer will perform. Verify that the information is correct. Click Install to begin the software deployment. 7. After the software deployment is complete, the Oracle Net Configuration Assistant starts and guides you through the process of configuring the Oracle Net software. Configure the settings for your environment. The following options were used for this example: Option Perform Typical Configuration Selected Naming Method Service Name Value No (unselected) Local Naming ORCL
8 SQL Server Integration Services and Oracle Database 10g 5 Option Network Protocol Host Name Value TCP ADAMS Port Number 1521 Perform Test Net Service Name Yes ORCL 8. When the Oracle Net Configuration Assistant completes, the Universal Installer indicates that the installation is complete. Click Exit to close the installer. Testing the Oracle Database 10g Client Installation After the client software is installed, it is wise to test and verify the installation by executing a basic data import from Oracle into SQL Server. To test the Oracle Database 10g client installation 1. From SQL Server Management Studio, right-click a database that you can use to perform a test import, select Tasks, and then select Import Data. 2. At the prompt to specify a data source, change the Data Source option to Microsoft OLE DB Provider for Oracle. Click the Properties button. 3. In the Data Link Properties dialog box, enter field information. For the server name, use the Net Service Name you entered in step 7 in the previous procedure when you installed the client software. Make sure the credentials you provide can access sample data in Oracle. Optionally, perform a connection test by clicking Test Connection. When finished, click OK. Figure 6 4. The next screen prompts for a destination for the data import. It should default to the database you specified in step 1. Verify that the information is correct, and then click Next.
9 SQL Server Integration Services and Oracle Database 10g 6 Figure 7 5. The next screen asks you to specify whether you want to copy data from a table or a view versus running a query. Choose to copy data from one or more tables or views, and then click Next. 6. Select the tables or views to import from the source. Make sure that the destination table you specify does not already exist. Click Next. Figure 8
10 SQL Server Integration Services and Oracle Database 10g 7 7. At the prompt to execute the import or save it as a package, choose to import. Click Next. 8. At the summary screen, verify that the information is correct, and then click Finish to start the import process. 9. A dialog box showing the execution steps and status appears as in the following example. Figure 9 During this process you may receive warnings similar to the following. This is to be expected and these warnings can be ignored. Click OK to close the warning alert box if any appears Figure When the installation is finished, click Close to exit the wizard. If all went well and there were no fatal errors, the installation was successful. This indicates that all software components are working properly and SQL Server can reliably extract data from Oracle. The next step is to build a reusable SSIS data import solution.
11 SQL Server Integration Services and Oracle Database 10g 8 Building an ETL Solution in SSIS Planning the Solution The first step when developing a comprehensive solution is always planning. The questions that need to be answered in the planning process are: Where is the data coming from? Where is the data going to? What happens to the data between the source and destination? These steps may seem elementary, but they are important objectives to define before embarking on any development effort. Clear definition of the objectives eliminates any ambiguity that might disrupt an otherwise successful ETL solution. In our example, we extract sales order information from an Oracle transactional system and import it into a SQL Server data warehouse we are building. The example starts with a simple data copy from Oracle to SQL Server. We then add some simple data transformations along the way as our data warehouse evolves. Creating the Solution All SSIS solutions start in the SQL Server Business Intelligence Development Studio (BIDS). This integrated development environment serves as the main hub for developing any BI solution, whether it be an Integration Services package, a Reporting Services report, or an Analysis Services cube. To begin, start BIDS and create a project. Open BIDS from the Start Menu. For the project type, select Integration Services Project. Name the project, and either keep the default location or specify a different one. Click OK. Figure 11 shows an example new project dialog box. Figure 11
12 SQL Server Integration Services and Oracle Database 10g 9 After the new project is created, you see the user interface that is used to create and define the project workflow. The workflow is broken up into three main categories: control flow, data flow, and event handling. The control flow defines what types of tasks will execute as part of the package. Tasks can include simple data flow and bulk insert tasks, maintenance plans including backups and database integrity checks, as well as more complicated cube processing tasks, tasks, or file system tasks. The wide variety of available control flow tasks demonstrates the flexibility of SSIS. Data flow tasks include basic data imports and exports as well as data merges (useful for joining data from heterogeneous data sources), data conversions and transformations, and complex fuzzy data searches and grouping. Event handlers enable you to create control flow logic that is separate from the main package, which only executes if the package encounters a defined error event. To create a package, you first define the control flow logic. To define the control flow logic 1. For our example, we drag a Data Flow Task from the toolbox on the left onto the Control Flow canvas as shown in Figure 12. Figure To add the necessary logic to this control flow task to support the data import, double-click the Data Flow Task icon to display the Data Flow canvas where you can add data flow tasks. 3. To define the source and destination data sources, right-click in the Connection Managers pane at the bottom of the window and select New OLE DB Connection. 4. In the dialog box that appears (see Figure 13), select New. For the Provider, select Microsoft OLE DB Provider for Oracle. Enter the server name and user credentials. Click OK to finish defining the source connection and close the Connection Manager dialog box.
13 SQL Server Integration Services and Oracle Database 10g 10 Figure 13 The newly created connection is listed in the Connection Manager pane. 5. To open a new connection manager for the destination connection, right-click in the Connection Manager pane and select New OLE DB Connection. Click New. 6. In the Connection Manager dialog box (Figure 14), leave the provider as Native OLE DB/SQL Native Client. Provide the server name, user credentials, and target database name. Click OK to finish defining the destination connection and close the Connection Manager dialog box. Figure 14 You should see both of your connections listed in the Connection Manager pane. Now, define the movement of data from source to destination.
14 SQL Server Integration Services and Oracle Database 10g 11 To define how the data in the data source is moved to the destination 1. From the toolbox, drag an OLE DB Source data flow source and a SQL Server Destination data flow destination to the Data Flow canvas. 2. Click the OLE DB Source icon and drag the green arrow to the SQL Server Destination. This logically connects the source to the destination. 3. Double-click the OLE DB Source icon to display the source properties. Select the connection manager that you defined earlier for the source connection, and then select the source table you want to extract data from. Your screen should look similar to that in the following figure. Click OK to close the dialog box. Figure To suppress the default code page detection warnings we received in our earlier test import, change the AlwaysUseDefaultCodePage property of the OLE DB Source object to True. 5. Double-click the SQL Server Destination icon to bring up the destination properties. Select the connection manager that you defined earlier for the destination, and then choose the table to target for the import. If you have not yet created a target table, you can now do so by clicking New. Your window should look similar to the following figure.
15 SQL Server Integration Services and Oracle Database 10g 12 Figure 16 You may notice the warning message at the bottom of the dialog box. This indicates that we have not yet provided a logical mapping of source columns to destination columns. SSIS will attempt a best effort mapping automatically, but this might require user intervention if the mapping is complicated. In our example, there is a direct mapping from source columns to destination columns. In other words, the source and destination columns are identical. 6. To review the mappings, click the Mappings option on the left. See Figure 17.
16 SQL Server Integration Services and Oracle Database 10g 13 Figure Verify that the mappings are correct, and then click OK. The Data Flow canvas should now look like Figure 18. Figure 18 Note that in a real-world scenario you might want to map only a subset of the source columns to destination columns. The basic data import is now configured and ready to test. To test the data import 1. To save the project, from the File menu, select Save All. 2. From the Build menu, select Build [Project Name]. 3. From the Debug menu, selecting Start Debugging.
17 SQL Server Integration Services and Oracle Database 10g 14 This quickly executes the package from within the BIDS development environment and reports back the status of the package execution as shown in Figure 19. Figure 19 The green color indicates successful execution. The number of rows transferred is identified below the green arrow connector. In the example, all tasks completed successfully and the correct number of rows were transferred. Enhancing the Solution Our example so far describes only a very simple direct mapping of source columns to destination columns with no real transformation being performed. Now we take the example to the next step by adding some basic data conversion. Data Conversion In our sample data, there are four fields that represent dollar amounts (SubTotal, TaxAmt, Freight, and TotalDue) but are currently configured to import as generic numeric data types rather than currency data types. We need to instruct SSIS to import this data as currency. First, alter the destination table to reflect this data type change, and then insert a Data Conversion task into the data flow. To add a Data Conversion task to the data flow 1. Right-click the green arrow connector between the OLE DB Source and the SQL Server Destination, and select Delete. 2. From the toolbox, drag a Data Conversion data flow transformation task to the Data Flow canvas. Connect the green arrow from the OLE DB Source to the Data Conversion icon. Connect the green arrow from the Data Conversion icon to the SQL Server Destination icon.
18 SQL Server Integration Services and Oracle Database 10g Double-click the Data Conversion Task icon to bring up the task properties. This dialog box is where you define the data type conversions. 4. In the Available Input Columns list, select each column that requires a data conversion. These are added to the pane at the bottom of the window. This creates logical copies of the input columns to the data flow. Optionally, you can rename the logical copies by editing the Output Alias property column. 5. Change the data types from numeric [DT_NUMERIC] to currency [DT_CURRENCY], and then click OK. See the following figure for an example. Figure Double-click the SQL Server Destination task icon to bring up the task properties. Click the Mappings selection on the left side of the window. 7. Delete the existing mappings between the original input columns and the destination columns by highlighting each mapping line and pressing Delete.
19 SQL Server Integration Services and Oracle Database 10g 16 Create new mappings between the new logical columns and the destination columns by dragging the new column aliases to the destination columns until your screen resembles Figure 21. Figure Click OK when done. The resulting Data Flow canvas should resemble Figure 22. Figure 22
20 SQL Server Integration Services and Oracle Database 10g Save, build, and start debugging the package as you have done previously. After the package completes, the output window should look like the following figure. Figure 23 You have now successfully added a simple data conversion to your import package. The net result is that the output columns are of the correct currency data type rather than a generic numeric data type. This basic example can be expanded upon to perform fairly complex data conversions in other scenarios. Derived Columns Now we want to do something a little more complex. We have a field named OnlineOrderFlag in our source data that specifies whether an order was taken online. This is a numeric field that acts as a bit field, storing 0 for False or 1 for True. We want to create a more human-readable form of the field where the character values True or False are stored in addition to the bit field. We can do this with a Derived Column data flow task. SSIS will derive a value for a logical column based on an expression we provide. To specify the data from which to derive values, the expression can reference other columns in the input stream or hard code values, and have any level of logic, from simple to complex. The first step is to add a new column to our destination table to store the newly derived values. To add a derived column 1. Right-click the green arrow connector between the Data Conversion icon and the SQL Server Destination icon, and select Delete. 2. Drag a Derived Column data flow task from the toolbox onto the Data Flow canvas. Connect the green arrow from the Data Conversion task to the Derived
21 SQL Server Integration Services and Oracle Database 10g 18 Column task, and then connect the green arrow from the Derived Column task to the SQL Server Destination task. 3. Double-click the Derived Column task icon to show the task properties. 4. Add a new derived column, expression, and data type with properties similar to those in the following figure. Figure 24 The expression is a simple substitution. It checks the OnlineOrderFlag field to see if the value is "1" and substitutes "True" if that is the case. Otherwise, the value of "False" is displayed in the field. These new values will be stored in a derived field named OnlineFlagChar, a variable-length character field. Click OK to save the derived column settings. 5. Double-click the SQL Server Destination task to open the task properties. Click the Mappings label on the left side of the window. 6. Scroll through the column mappings until you find the new derived column in the input column list. Drag it to the new column in your destination column list as shown in the following figure.
22 SQL Server Integration Services and Oracle Database 10g 19 Figure Click OK when done. Your Data Flow canvas should look like the following figure. Figure Save, build, and start debugging the package as you have done previously. After the package completes, the output window should look like Figure 27.
23 SQL Server Integration Services and Oracle Database 10g 20 Figure 27 You have now added a derived column to your import process. Derived columns provide powerful functionality to the data flow capabilities of SSIS. They are not limited to the simple substitutions that are demonstrated in our example. Conclusion These simple examples serve to demonstrate only a small part of the functionality in SQL Server Integration Services. The best reference available for the complete capabilities of SSIS continues to be SQL Server Books Online. It is clear to those who have prior experience with Data Transformation Services (DTS) that SSIS provides much greater flexibility and functionality. People who are more familiar with Oracle may find it unusual that Microsoft would include such a powerful piece of software free of charge with SQL Server. However, Microsoft is committed to providing the best-of-breed business intelligence solutions for their premiere database platforms. For more information: SQL Server Web site SQL Server TechCenter SQL Server Developer Center
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