Informatica PowerCenter 9.6.1 (Fall 2015) Anaplan Connector Guide Document Version: 1.1.3 (updated 08-JUNE-2016)

Informatica PowerCenter 9.6.1 (Fall 2015) Anaplan Connector Guide Document Version: 1.1.3 (updated 08-JUNE-2016)

Contents 1 Introduction... 4 1.1 About the Anaplan Connector... 4 2 Prerequisites & Installation... 5 2.1 Prerequisites... 5 2.1.1 Setting Server Memory... 5 2.1.2 Limitations... 6 2.2 Installation... 6 2.2.1 CentOS: Install the Connector onto the PowerCenter Server... 6 2.2.2 Windows: Install the Connector onto the PowerCenter Server... 7 2.2.3 Register the Anaplan Connector plug-in on your Informatica PowerCenter Server... 8 2.2.4 Install the Connector Client (Windows only)... 11 2.2.5 Connect the Client to the Server... 12 3 Export Mappings & Mapping Configuration Tasks with Anaplan... 13 3.1 Export: Configuring the Source... 13 3.2 Export: Configuring the Target... 14 3.3 Export: Mapping... 15 3.4 Export: Creating the Workflow... 18 3.5 Export: Running the Workflow... 21 4 Import Mappings & Mapping Configuration Tasks with Anaplan... 22 4.1 Import: Configuring the Source... 22 4.2 Import: Configuring the Target... 23 4.3 Import: Mapping... 24 4.4 Import: Creating the Workflow... 26 4.5 Import: Running the Workflow... 28 5 Delete Mappings & Mapping Configuration Tasks with Anaplan... 29 5.1 Delete: Configuring the Source... 29 5.2 Delete: Configuring the Target... 30 5.3 Delete: Mapping... 30 5.4 Delete: Creating a Workflow... 31 5.5 Delete: Running the Workflow... 33 6 Process Mappings & Mapping Configuration Tasks with Anaplan... 34 6.1 Process: Configuring the Source... 34 2

6.2 Process: Configuring the Target... 34 6.3 Process: Mapping... 35 6.4 Process: Creating a Workflow... 35 6.5 Process: Running the Workflow... 37 7 Informatica Resources... 38 7.1 Informatica Documentation... 38 7.2 Informatica Web Site... 38 7.3 Informatica Cloud Web Site... 38 7.4 Informatica Cloud Communities... 38 7.5 Informatica Cloud Marketplace... 38 7.6 Informatica Cloud Connector Documentation... 39 7.7 Informatica Knowledge Base... 39 7.8 Informatica Cloud Trust Site... 39 7.9 Informatica Global Customer Support... 39 3

1 Introduction This guide explains how administrators and business users can set up and use the Anaplan Connector for Informatica PowerCenter to export data from Anaplan, import data into Anaplan, delete data from Anaplan, or run a process that contains any combination of model-to-model imports and delete actions. 1.1 ABOUT THE ANAPLAN CONNECTOR The Anaplan Connector for Informatica PowerCenter allows you to build an Informatica Cloud mapping that automates the running of an Anaplan action. The advantages of using the Anaplan Connector for Informatica Cloud include: Automation: no need to run actions manually from the Anaplan graphical user interface Ease of configuration: no need to write a batch file (Windows) or shell script (UNIX/Linux/MacOS) for Anaplan Connect Flexibility: the mapping you create can take advantage of all the functionality that Informatica provide 4

2 Prerequisites & Installation 2.1 PREREQUISITES Make sure you have: Your own Test Repository and Test Integration Service, so you can register the Anaplan Connector Plug-in to your Test Repository. An installation of Informatica Server, version 9.6.1 with HotFix 3, with EBF429008_429022_Server_Installer_linux_em64t.tar for Centos 7. 2.1.1 SETTING SERVER MEMORY 1. Increase the JVM size. a) Stop the Informatica PowerCenter Services. b) Navigate to the infaservice.bat (Windows) or infaservice. sh (Linux) file in the directory named informatica\9.6.1\tomcat\bin\ c) Set the INFA_JAVA_OPTS variable to -Xmx1024m 2. Restart the Informatica PowerCenter Services. 3. Go to Informatica Admin Console, select the Integration Service (Ex: Repo_IS) > Processes and set the following values: Java SDK Minimum Memory=512M Java SDK Maximum Memory=1024M Note: Because each workflow has its own server memory setting, the final step is explained at the end of the instructions for creating a workflow for import or for export.

2.1.2 LIMITATIONS Operation Maximum Size Tested by Anaplan export import delete process 50 MB (If you need support for a larger size, request the File IO connector from Informatica) 50 MB (If you need support for a larger size, request the File IO connector from Informatica) No limit to the amount of data to be deleted from Anaplan No limit to the amount of data to be deleted from Anaplan or transfer from model to model 2.2 INSTALLATION The Anaplan Connector for Informatica PowerCenter has been tested on two Server platforms and one Client platform. Server Computer Client Computer Operating System Informatica CentOS 7 Windows 2012 For CentOS: Informatica PowerCenter Server, version 9.6.1, Hotfix 3 with update EBF429008_429022_Server_Installer_linux_em64t.tar For Windows 2012: Informatica PowerCenter Server, version 9.6.1, Hotfix 3 with update EBF429008_429022.WinEM64T Windows 7 Professional Informatica PowerCenter Client, version 9.6.1 with Hotfix 3, with update EBF429008_429022.Win32Client.zip Depending on your server platform, follow the instructions for either CentOS or Windows Server. 2.2.1 CENTOS: INSTALL THE CONNECTOR ONTO THE POWERCENTER SERVER 1. Download the Anaplan Connector for PowerCenter Linux Server file from the Informatica Marketplace: https://community.informatica.com/community/marketplace/ 2. Extract the archive onto your Informatica Server. 3. Verify the presence of the directory named adapter-specific-jars because it contains the Anaplan Connector plug-in executables. 4. Verify the presence of AnaplanPlugin-xml. 5. Stop the Informatica service before you run the installation shell script. 6

6. Run the installation shell script, anaplan_connector_linux_server_install.sh with the command sh anaplan_connector_linux_server_install.sh 7. Verify that the directory named /home/informatica/9.6.1/server/bin/javalib/524900 exists. 8. Verify that the Informatica service is running by using ps -ef grep Informatica command. If not, restart the Informatica service by using /home/informatica/9.6.1/server/tomcat/bin/infraservice.sh startup 2.2.2 WINDOWS: INSTALL THE CONNECTOR ONTO THE POWERCENTER SERVER 1. Download the Anaplan Connector for PowerCenter Windows Server file from the Informatica Marketplace - https://community.informatica.com/community/marketplace/ 2. Launch the installer then click Next. 3. Make sure that the installation directory for the Connector matches the installation directory of Informatica, then click Next. 4. Click Install then click Done. 5. Navigate to C:\Informatica\9.6.1\server\bin\javalib\ and make sure the following directory exists: 524900. 6. In Windows Control Panel\All Control Panel Items\Administrative Tools, click Services, and make sure Informatica 9.6.1 is running. 7

2.2.3 REGISTER THE ANAPLAN CONNECTOR PLUG-IN ON YOUR INFORMATICA POWERCENTER SERVER Whether you used the CentOS or the Windows 2012 installer, you must now register the Anaplan Connector plug-in. CREATE A NEW POWERCENTER INTEGRATION SERVICE 1. Create a new PowerCenter Integration Service. 2. On the Data Movement Mode list click Unicode (instead of the default, which is ASCII). 3. Click Finish. REGISTER THE ANAPLAN CONNECTOR PLUG-IN WITH YOUR TEST REPOSITORY To register the Anaplan Connector plug-in with the Informatica Server, the Test Repository service must be in Exclusive Mode. 1. Select your Test Repository, and click Properties. 2. Clicking the pencil icon to set the Operating Mode from the default (Normal) to Exclusive. 3. Choose Exclusive. 8

4. Click OK and wait while the Test Repository service restarts in Exclusive mode. 5. Click the Plug-Ins tab. 6. Navigate to the location where the installer for the Anaplan Connector for Informatica Server has placed a file that contains the plug-in. The file is named Anaplan Connector for PowerCenter Linux Server x64.zip. 7. Unzip Anaplan Connector for PowerCenter Linux Server x64.zip. 8. Navigate to the AnaplanPlugin.xml file. 9

9. Click Open and then click OK. 10. Wait while the Informatica PowerCenter Server processes the AnaplanPlugin.xml file to register the Anaplan Connector plug-in. 11. Make sure that the Plug-in is registered by noting the ComponentID of 524900. 12. Click the Properties tab, then click the pencil icon. 13. Reset the operating mode from Exclusive to Normal. 10

14. Click OK and wait while the Server restarts the Test Repository service in Normal operating mode. 2.2.4 INSTALL THE CONNECTOR CLIENT (WINDOWS ONLY) 1. Make sure the PowerCenter server is up and running. 2. Download the Anaplan Connector for PowerCenter Client installer from the Informatica Marketplace - https://community.informatica.com/community/marketplace/ 3. Make sure that the Informatica PowerCenter Client is NOT running. 4. Run the installer. 5. Accept the Apache license. 6. Change the installation directory so that it includes the Informatica version number: 7. Click Install and then click Finish. 8. Verify that the PowerCenterClient has an Informatica/9.6.1/clients/PowerCenterClient/client/bin/javalib/524900 directory. 9. (Optional) Verify that the installer has also created entries in the Windows Registry. 10. Start the Informatica PowerCenter Client. 11. Select the folder you want to open, right-click and then click Open. 12. Under Sources, verify that the Informatica PowerCenter Designer has a menu item named Import From Anaplan. 11

2.2.5 CONNECT THE CLIENT TO THE SERVER 1. Open the PowerCenter Repository Manager and connect to your repository. 2. Create a Domain (if you don t already have one) that will contain the repository. Rightclicking on the repository and click Configure Domains. 3. Click OK and verify that the Client domain can see the Server repository. 4. Connect to your repository using your credentials. 5. Create a new Folder by clicking Folder > Create and give the new folder a name, such as TestFolder. 12

3 Export Mappings & Mapping Configuration Tasks with Anaplan Follow the steps below to build the mapping. 3.1 EXPORT: CONFIGURING THE SOURCE 1. Open the Designer. On the Tools menu, click Source Analyzer. 2. Navigate to the folder you created using the Repository Manager. 3. On the Sources menu, click Import from Anaplan. 4. Do the following: Set the Anaplan API URL to https://api.anaplan.com. Enter your Anaplan Username, Password, Workspace ID, and Model ID. Note: The Connector uses the Column Separator and Text Delimiter values that were set in the model through the File Import Data Source Definition. 5. Click Connect to verify that the test of connectivity is successful. 6. Click Next. Select an Anaplan Export action from the list, then click Finish. Note: The data is Base64Encoded, which means the mapping will require a Base64 decoder. 13

The Source Analyzer canvas displays the newly-created Source. 3.2 EXPORT: CONFIGURING THE TARGET 1. Click the Target Designer icon. 2. On the Targets menu, click Create. 3. Create a target table with the Flat File as the database type. 4. Click Create, then click Done. The Target Designer canvas displays the newly-created target. 5. Right-click the table, click Edit. The Edit Tables dialog appears. 6. Click the Columns tab, and then the Create Columns icon so you can add a new column to this table. 7. Set the Length of the target String to match the "precision" of the Source String, 104857599. 8. On the Table tab, click Advanced. Set the target's Column Delimiter to, (comma) and the File Format to UTF-8 encoding of Unicode and click OK. 14

3.3 EXPORT: MAPPING 1. Switch to Mapping Designer. 2. Click Mappings > Create. Give a name to the mapping. 3. Drag a Source Definition onto the Mapping Designer canvas (and note that an Application Source Qualifier also appears). 4. Right-click the Application Source Qualifier and click Edit, 5. Click the Configure tab and then click Configure. 6. In the Configure Read for Anaplan dialog, repeat the configuration you performed for the source: Set the Anaplan API URL to https://api.anaplan.com. Enter your Anaplan Username, Password, Workspace ID, and Model ID. Note: The Connector uses the Column Separator and Text Delimiter values that were set in the model through the File Import Data Source Definition. 7. Click Connect to verify the test of connectivity is successful. 8. Click Next, then Finish. 9. In the Edit Transformations dialog, click Apply, then click OK. 10. Drag your Target onto the canvas and create a Java Transformation. 11. Set the type to Passive. 12. Right-click the Java Transformation and click Edit. 13. Edit the Java Transformation by configuring three ports. 15

For example, Datatype, Precision, Input Port or Output Port as shown below. 14. On the Java Code tab, click Settings. 15. Add the classpath of the jar for Base64 encoding and decoding. Click Browse and navigate to the location of the commons-code.jar file, which might be similar to c:\informatica\9.6.1\clients\powercenterclient\client\bin\javalib. 16. Click Add and then click OK. 16

17. On the Import Packages tab, add the following import statement: import org.apache.commons.codec.binary.base64; 18. In the On Input Row tab, add the following Java code: try { byte[] decodeddatabytes = Base64.decodeBase64(input_Base64EncodedString.getBytes()); String value = new String(decodedDataBytes,"UTF-8"); output_decodedstring = value; System.out.println("IMPORTANT: " + input_filename); } catch(exception e) { loginfo(e.getmessage()); } 19. Click Compile. 20. Verify that the Port Name for Output (in this case, output_decodedstring) matches the assignment in the Java code (in this case output_decodedstring = value;) 21. Connect the Source Definition, Application Source Qualifier, Java Transformation, and Target Definition. 22. To save your mapping configuration, click Repository > Save. The area below the canvas indicates whether the configuration is valid: 17

3.4 EXPORT: CREATING THE WORKFLOW 1. Open the Informatica PowerCenter Workflow Manager. 2. Navigate to your Testrepo folder, right-click and then click the Workflows folder. 3. To create a new workflow, on the Workflows menu, click Create. 4. Enter a name and click OK. 5. In the Repositories tree, right-click the name of your new workflow and click Open. 6. On the Tasks menu, click Create. 7. In the Create Task dialog, make the task a session and give it a name. Click Create. 8. In the Mappings dialog, select the mapping you configured with the Mapping Designer and click OK. 9. In the Create Task dialog, click Done. 10. On the canvas, drag the session task to the right side of Start, and connect Start to your session task with the Link Tasks tool. Make sure the Workflow looks similar to this: 11. Right-click on the target and then on the Mapping tab, navigate to Targets and click the target. Note the Output file directory value and the Output filename value, which indicate the location on the Informatica server for the exported data. You can rename the output file. 18

12. To know the location on the server where the exported data file will appear, go to the Informatica Administrator on the server, and use the Domain Navigator. 13. Click the Processes tab and note the path that corresponds to the variable for $PMTargetFileDir\ as well as the subdirectory that will contain any output files. 19

14. In this case, after we run the mapping, the file with exported Anaplan data will be in /home/informatica/9.6.1/server/infa_shared/tgtfiles. 15. To save your workflow configuration, click Repository > Save. The area below the canvas indicates whether the configuration is valid. 16. Adjust the maximum amount of server memory to 1024 MB. 20

3.5 EXPORT: RUNNING THE WORKFLOW 1. In the Workflow Manager canvas, click the mapping you want to run. 2. On the Tasks menu, click Start Workflow from Task. 3. Wait while the workflow is running. When the workflow completes, you ll see whether it succeeded or not. 4. To see how the job ran, double-click the task and then click Get Session Log. 5. On the server, check the contents of the output file. Note: The Informatica user interface COUNT is 1 if the flat file export succeeded, otherwise it s 0. 21

4 Import Mappings & Mapping Configuration Tasks with Anaplan Follow the steps below to build the mapping. 4.1 IMPORT: CONFIGURING THE SOURCE 1. Open the Designer. 2. On the Tools menu, click Source Analyzer. 3. Navigate to the folder you created using the Repository Manager. 4. On the Sources menu, click Create and create a Flat File source. 5. Click the Columns tab, and then click the Create Columns icon so you can add a new column to this table. 6. Set the Column Name to input_filelocation and the Precision to 104857599. 7. In the Create Source dialog, click Done. 22

4.2 IMPORT: CONFIGURING THE TARGET 1. Click the Target Designer icon. 2. Click Targets > Import From Anaplan. 3. Do the following: In the Anaplan API Url box enter https://api.anaplan.com. Enter your Anaplan Username, Password, Workspace ID, and Model ID. Note: The Connector uses the Column Separator and Text Delimiter values that were set in the model through the File Import Data Source Definition. 4. Click Connect to verify that the test of connectivity is successful. 5. Click Next. Select an Anaplan Import action from the list, then click Finish. Note that the target appears on the canvas. 23

4.3 IMPORT: MAPPING 1. Switch to the Mapping Designer. 2. Click Mappings > Create. 3. Give a name to the mapping. 4. Drag the Source and the Target onto the canvas. Add a Java Transformation and an Expression Transformation. 5. Configure the Java Transformation ports to be filelocation and Base64EncodedString, and set the Precision of both to 104857599, with filelocation as Input and Base64Encoded64String as Output. 6. On the Java Code tab > Import Package subtab, add import statements: import org.apache.commons.codec.binary.base64; import org.apache.commons.io.fileutils; import java.io.file; import java.io.ioexception; 7. On the Java Code tab, click Settings and navigate to client/bin/javalib, and add commons-io.jar and commons-codec.jar. 24

8. On the On Input Row tab, paste the following Java code: try { String filepath = filelocation; File file =new File(filepath); String content = FileUtils.readFileToString(file, "UTF-8"); byte[] bytedata = content.getbytes("utf-8"); String value = new String(Base64.encodeBase64(byteData)); Base64EncodedString = value; } catch(ioexception e) { loginfo(e.getmessage()); } 9. Click Compile and verify that the result is successful. Click OK. 10. On the Repository menu, click Save. 11. Configure the Expression Transformation (EXPTRANS) with a filename port for output, with the expression 'filename', and an output_base64encodedstring port with precision 104857599 for input and output. 12. Connect the following: Source Qualifier input_filelocation to the Java Transformation file location. Java Transformation Base64EncodedString to the EXPTRANS output_base64encodedstring EXPTRANS filename to the Target filename and the EXPTRANS output_base64encodedstring to the Target Base64EncodedString. 25

13. To save your mapping, on the Repository menu, click Save. 14. The area below the canvas indicates whether the configuration is valid. 4.4 IMPORT: CREATING THE WORKFLOW 1. Open the Informatica PowerCenter Workflow Manager. 2. Navigate to your Testrepo folder, right-click and click Open, then click the Workflows folder. 3. To create a new workflow, on the Workflows menu, click Create. 4. Enter a name and click OK. 5. In the Repositories tree, right-click the name of your new workflow, and click Open. 6. On the Tasks menu, click Create. 7. In the Create Task dialog, make the task a Session and give it a name. Click Create. 8. In the Mappings dialog, select the mapping you configured with the Mapping Designer and click OK. 9. In the Create Task dialog, click Done. 10. On the command line of the PowerCenter server, navigate to /home/informatica/9.6.1/server/infa_shared/srcfiles and make sure the following two file are in place: importfilelocation, which is the file that contains one line of text that indicates the path to the flat file to import, including the name of the flat file. For example, /home/informatica/9.6.1/server/infa_shared/srcfiles/exportlist.csv. The flat file with the data, such as ExportList.csv. 11. Edit the Task so that for Sources > Mapping, the Attribute named Source filename has for its Value the name of the file that indicates the path to the flat file. In this example, that file is named importfilelocation. 26

12. For Targets, use INSERT. 13. Click OK. 14. On the canvas, drag the Session task to the right side of Start, and connect Start to your Session task with the Link Tasks tool. 15. To save your workflow configuration, click Repository > Save. 27

The area below the canvas indicates whether the configuration is valid. Adjust the maximum amount of server memory to 1024 MB. 4.5 IMPORT: RUNNING THE WORKFLOW 1. In the Workflow Manager canvas, click the mapping you want to run. 2. On the Tasks menu, click Start Workflow from Task. Wait while the workflow is running. When the workflow completes, you ll see whether it succeeded or not. 3. To see how the job ran, double-click the task, then click Get Session Log. 4. On the server, check the contents of the output file. Note: The Informatica user interface COUNT indicates the number of rows imported, and the number of error rows. 28

5 Delete Mappings & Mapping Configuration Tasks with Anaplan Follow the steps below to build the mapping. 5.1 DELETE: CONFIGURING THE SOURCE 1. Open the Designer. 2. On the Tools menu, click Source Analyzer. 3. Navigate to the folder you created using the Repository Manager. 4. On the Sources menu, click Create and create a Flat File source. 5. Double-click the Source that appears on the canvas. The Edit Tables dialog appears. 6. Click the Columns tab, and then the Create Columns icon so you can add a new column to this table. Set the Column Name to input_filelocation and the Precision to 104857599. 7. Click OK. In the Create Source dialog, click Done. 29

5.2 DELETE: CONFIGURING THE TARGET 1. Click the Target Designer icon. 2. Click Targets > Import From Anaplan. 3. Set the following: 4. Anaplan API Url to https://api.anaplan.com. Enter your Anaplan Username, Password, Workspace ID, and Model ID. Note: The Connector uses the Column Separator and Text Delimiter values that were set in the model through the File Import Data Source Definition. Click Connect to verify that the test of connectivity is successful. 5. Click Next. Select an Anaplan Delete action from the list, and click Finish. Note that the target appears on the canvas. 5.3 DELETE: MAPPING 1. Switch to Mapping Designer. 2. Click Mappings > Create. 3. Give a name to the mapping. 4. Drag the Source and the Target onto the canvas, then add an Expression Transformation. 5. Configure the Expression Transformation (EXPTRANS) with a filelocation port for input and output, and a Base64EncodedString port with precision 104857599 for output with the Expression 'Base64EncodedString'. 6. Connect the following: Source Qualifier input_filelocation to the EXPTRANS filelocation EXPTRANS filelocation to the Target Filename EXPTRANS Base64EncodedString to the Target Base64EncodedString 30

7. To save your mapping, on the Repository menu, click Save. Note that the area below the canvas indicates whether the configuration is valid. 5.4 DELETE: CREATING A WORKFLOW 1. Open the Informatica PowerCenter Workflow Manager. 2. Navigate to your Testrepo folder, right-click and click Open, then click the Workflows folder. 3. To create a new workflow, on the Workflows menu click Create. Enter a name and click OK. 4. In the Repositories tree, right-click the name of your new workflow, and click Open. 5. On the Tasks menu, click Create. 6. In the Create Task dialog, make the task a Session and give it a name. Then click Create. 7. In the Mappings dialog, select the mapping you configured with the Mapping Designer and click OK. 8. In the Create Task dialog, click Done. 9. Edit the Task Properties so that Treat source rows is set to Delete. 10. Edit the Task so that for Sources > Mapping, the Attribute named Source filename has a Value of the name of a file that exists on the server's Source file directory. The contents of this placeholder file are not important. In this example, that file is named importfilelocation. 31

11. For Targets, set DELETE. 12. Click OK. On the canvas, drag the Session task to the right side of Start, and connect Start to your Session task with the Link Tasks tool so the Workflow looks similar to this: 32

13. To save your workflow configuration, click Repository > Save. The area below the canvas indicates whether the configuration is valid. 5.5 DELETE: RUNNING THE WORKFLOW 1. In the Workflow Manager canvas, click the mapping you want to run. 2. On the Tasks menu, click Start Workflow from Task. Wait while the workflow is running. When the workflow completes, you ll see whether it succeeded or not. 3. To see how the job ran, double-click the task, then click Get Session Log. 4. In the Anaplan model, verify that the Delete operation deleted the data you expected it to delete. Note: The Informatica user interface COUNT is 0 (zero) because no rows are imported or exported. 33

6 Process Mappings & Mapping Configuration Tasks with Anaplan Follow the steps below to build the mapping. 6.1 PROCESS: CONFIGURING THE SOURCE 1. Open the Designer. On the Tools menu, click Source Analyzer. 2. Navigate to the folder you created using the Repository Manager. On the Sources menu, click Create and create a Flat File source. 3. Double-click the Source that appears on the canvas. The Edit Tables dialog appears. 4. Click the Columns tab, and then click the Create Columns icon so you can add a new column to this table. Set the Column Name to input_filelocation and the Precision to 104857599. 5. Click OK. 6. In the Create Source dialog, click Done. This completes the configuration of the Source. 6.2 PROCESS: CONFIGURING THE TARGET 1. Click the Target Designer icon. 2. Click Targets > Import From Anaplan. 3. Do the following: Set the Anaplan API Url to https://api.anaplan.com. Enter your Anaplan Username, Password, Workspace ID, and Model ID. Note: The Connector uses the Column Separator and Text Delimiter values that were set in the model through the File Import Data Source Definition. Click Connect to verify that the test of connectivity is successful. 34

4. Click Next. Select an Anaplan Process from the list, and click Finish. Note that the target appears on the canvas. 6.3 PROCESS: MAPPING 1. Switch to Mapping Designer. 2. Click Mappings > Create. Give a name to the mapping. 3. Drag onto the canvas the Source and the Target, then add an Expression Transformation. 4. Configure the Expression Transformation (EXPTRANS) with a filelocation port for input and output, and a Base64EncodedString port with precision 104857599 for output with the Expression 'Base64EncodedString'. 5. Connect the following: Source Qualifier input_filelocation to the EXPTRANS filelocation. EXPTRANS filelocation to the Target FileName. EXPTRANS Base64EncodedString to the Target Base64EncodedString. 6. To save your mapping, on the Repository menu, click Save. The area below the canvas indicates whether the configuration is valid: 6.4 PROCESS: CREATING A WORKFLOW 1. Open the Informatica PowerCenter Workflow Manager. 2. Navigate the Repositories to your Testrepo folder, right-click and click Open, then click the Workflows folder. 3. To create a new workflow, on the Workflows menu, click Create. Enter a name and click OK. 4. In the Repositories tree, right-click on the name of your new workflow and click Open. 35

5. On the Tasks menu, click Create. In the Create Task dialog, make the task a Session and give it a name then click Create. 6. In the Mappings dialog, select the mapping you configured with the Mapping Designer and click OK. 7. In the Create Task dialog, click Done. 8. Connect Start to the Process Task. 9. Edit the Task Properties so that Treat source rows is set to Update. 10. Edit the Task so that for Sources > Mapping, the Attribute named Source filename has for its Value the name of a file that exists on the server's Source file directory. The contents of this placeholder file are not important. In this example, that file is named importfilelocation. 11. For Targets, set Update as Update. 36

12. Click OK then click Repository > Save. The area below the canvas indicates whether the configuration is valid. 6.5 PROCESS: RUNNING THE WORKFLOW 1. In the Workflow Manager canvas, click the mapping you want to run. 2. On the Tasks menu, click Start Workflow from Task. Wait while the workflow is running, and check the Workflow Monitor. 3. To see how the job ran, double-click the task, then click Get Session Log. 4. In the Anaplan model, verify that the Process performed the changes you expected. Note 1: The Informatica user interface for COUNT indicates 0 (zero) because a process can contain multiple operations, and therefore cannot be represented as a simple number of rows. Note 2: Failure appears for a failure and for a warning, such as one or more rows not being imported. 37

7 Informatica Resources 7.1 INFORMATICA DOCUMENTATION The Informatica Documentation team makes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from http://mysupport.informatica.com. 7.2 INFORMATICA WEB SITE You can access the Informatica corporate web site at http://www.informatica.com. The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services. 7.3 INFORMATICA CLOUD WEB SITE You can access the Informatica Cloud web site at http://www.informaticacloud.com. This site contains information about Informatica Cloud editions and applications. It also provides information about partners, customers, and upcoming events. 7.4 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 http://www.informaticacloud.com/community Developers can learn more and share tips at the Cloud Developer community http://www.informaticacloud.com/devcomm 7.5 INFORMATICA CLOUD MARKETPLACE Visit the Informatica Marketplace to try and buy Informatica Cloud Connectors, Informatica Cloud integration templates, and Data Quality mapplets. CLOUD CONNECTORS MALL https://community.informatica.com/community/marketplace/informatica_cloud_mall CLOUD INTEGRATION TEMPLATES MALL https://community.informatica.com/community/marketplace/cloud_integration_templat es_mall 38

DATA QUALITY SOLUTION BLOCKS https://community.informatica.com/solutions/cloud_data_quality_crm_plugin 7.6 INFORMATICA CLOUD CONNECTOR DOCUMENTATION You can access documentation for Informatica Cloud Connectors at the Informatica Cloud Community. 7.7 INFORMATICA KNOWLEDGE BASE As an Informatica customer, you can access the Informatica Knowledge Base at http://mysupport.informatica.com. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through email at KB_Feedback@informatica.com. 7.8 INFORMATICA CLOUD TRUST SITE You can access the Informatica Cloud trust site at http://trust.informaticacloud.com. 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. 7.9 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 https://mysupport.informatica.com. The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at http://www.informatica.com/us/services-and-traini 39