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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Conventions
Getting Help
Related Publications
What's New
New in Oracle Warehouse Builder 11
g
Release 1 (11.1)
1
Introduction to Oracle Warehouse Builder
Overview of Oracle Warehouse Builder
Data Consolidation and Integration
2
Getting Started with Oracle Warehouse Builder
Understanding the Basic Concepts
Implementing a Data Integration Solution
Before You Begin
Preparing the Warehouse Builder Design Center
Importing the Source Metadata
Profiling Data and Ensuring Data Quality
Designing the Target Schema
Designing ETL Logic
Deploying the Design and Executing the Data Integration Solution
Monitoring and Reporting on the Data Warehouse
3
Setting Up Warehouse Builder
Organizing Design Objects into Projects
Deleting Objects in Warehouse Builder
Restoring Deleted Objects from the Recycle Bin
Setting Preferences
Appearance Preferences
Control Center Monitor Preferences
Data Profiling Preferences
Deployment Preferences
Environment Preferences
Generation/Validation Preferences
Logging Preferences
Naming Preferences
About Naming Modes
Security Preferences
Defining Collections
Creating a Collection
Name and Description Page
Contents Page
Summary Page
Editing Collection Definitions
Name Tab
Contents Tab
Alternative Interfaces
Part I Sources and Targets
4
Identifying Data Sources and Importing Metadata
About Source Data and Metadata
Supported Sources and Targets
General Steps for Importing Metadata from Sources
About Locations
Creating Locations
Granting Privileges to a Target Location
Registering and Unregistering Locations
Deleting Locations
About Connectors
About Modules
Creating Modules
Example: Importing Metadata from Flat Files
Using the Import Metadata Wizard
Importing Definitions from a Database
Filter Information Page
Object Selection Page
Summary and Import Page
Import Results Page
Reimporting Definitions from an Oracle Database
Advanced Import Options
Advanced Import Options for Views and External Tables
Advanced Import Options for Tables
Advanced Import Options for Object Types
Advanced Import Options for SQL Collections
Updating Oracle Database Source Definitions
5
Importing Design Definitions from Third Party Design Tools
Using Design Definitions from Oracle Designer 6
i
/9
i
Using Designer 6
i
/9
i
as a Metadata Source
Example: Importing from CA Erwin
6
Integrating with Applications
Integrating with E-Business Suite
Importing E-Business Suite Metadata Definitions
Filtering E-Business Suite Metadata
Selecting the Objects
Reviewing Import Summary
Integrating with PeopleSoft
Importing PeopleSoft Metadata Definitions
Filtering PeopleSoft Metadata
Selecting the Objects
Reviewing Import Summary
Integrating with Siebel
Importing Siebel Metadata Definitions
Creating a Siebel Source Module
Importing Siebel Metadata
7
Retrieving Data From SAP Applications
Why SAP Connector
Supported SAP Versions
Overview of SAP Objects
SAP Object Types
SAP Business Domains
Overview of the Warehouse Builder-SAP Interaction
Implementing an SAP Data Retrieval Mechanism
Connecting to an SAP System
Required Files For SAP Connector
Troubleshooting Connection Errors
Creating SAP Module Definitions
Connecting to an SAP System
Importing Metadata from SAP Tables
Importing SAP Metadata Definitions
Filtering SAP Metadata
Selecting Objects for Metadata Import
Reviewing Import Summary
Reimporting SAP Tables
Analyzing Metadata Details
Creating SAP Extraction Mappings
Defining an SAP Extraction Mapping
Adding SAP Tables to the Mapping
Setting the Loading Type
Setting Configuration Properties for the Mapping
Setting the Join Rank
Retrieving Data From the SAP System
Automated System
Semi Automated System
Manual System
8
Flat Files as Sources or Targets
About Flat Files
Flat Files as Sources
Importing ASCII Files into the Workspace
Adding Existing Binary Files to the Workspace
About External Tables
External Table Operators versus Flat File Operators
Flat Files as Targets
Creating Flat File Modules
Describing the Flat File Module
Defining Locations for Flat File Modules
Connection Information Page
Edit File System Location Dialog Box
Using the Create Flat File Wizard
Describing a New Flat File
Defining File Properties for a New Flat File
Record Organization
Logical Record Definition
Number of Rows to Skip
Field Format
Defining the Record Type for a New Flat File
Defining Field Properties for a New Flat File
SQL*Loader Properties
SQL Properties
Importing Definitions from Flat Files
Using the Flat File Sample Wizard
Describing the Flat File
Selecting the Record Organization
Specifying Logical Records
Selecting the File Format
Selecting the File Layout
Selecting Record Types (Multiple Record Type Files Only)
Example: Flat File with Multiple Record Types
Defining Multiple Record Organization in a Delimited File
Defining Multiple Record Organization in a Fixed-Length File
Specifying Field Lengths (Fixed-Length Files Only)
Specifying Field Lengths for Multiple Record Files
Specifying Field Properties
SQL*Loader Properties
SQL Properties
Updating a File Definition
Name Tab
General Tab
Record Tab
Structure Tab
Using External Tables
Creating a New External Table Definition
Name Page
File Selection Page
Locations Page
Synchronizing an External Table Definition with a Record in a File
Editing External Table Definitions
Name Tab
Columns Tab
File Tab
Locations Tab
Data Rules Tab
Access Parameters Tab
Configuring External Tables
Access Specification
Reject
Parallel
Data Characteristics
Field Editing
Identification
Data Files
9
Using Microsoft Products as Sources
Using Excel Spreadsheets as Sources
Case Study
Troubleshooting
Using SQL Server as a Source
Creating an ODBC Data Source
Configuring the Oracle Database Server
Creating a Heterogeneous Service Configuration File
Editing the listener.ora file
Adding the SQL Server as a Source in Warehouse Builder
What's Next
Troubleshooting
10
Integrating Metadata Using the Transfer Wizard
Using the Transfer Wizard
Integrating with the Meta Integration Model Bridges (MIMB)
Download the Meta Integration Model Bridge
Importing Metadata
Metadata Source and Target Identification Page
Transfer Parameter Identification Page
Summary Page
Importing the MDL File
Transfer Considerations
Importing Metadata from an OMG CWM-Standard System
11
Integrating with Business Intelligence Tools
Integrating with Business Intelligence Tools
Introduction to Business Intelligence Objects in Warehouse Builder
Introduction to Business Definitions
About Business Definitions in Warehouse Builder
Using Business Definitions
Creating Business Definitions
Naming the Business Definition Module
Setting the Connection Information
Reviewing the Summary Information
About Item Folders
Editing an Item Folder
Name Tab
Source Items Tab
Items Tab
Joins Tab
Conditions Tab
Creating an Item Folder
Naming and Describing the Type of Item Folder
Selecting Source Items
Selecting the Join
Reviewing the Summary
Creating a Business Area
Naming the Business Area
Selecting the Item Folders
Reviewing the Summary
Editing a Business Area
Editing the Business Area Name
Reviewing Item Folders in a Business Area
Creating a Drill Path
Naming the Drill Path
Specifying Drill Levels
Specifying the Join
Reviewing the Summary
Editing a Drill Path
Editing the Drill Path Name
Reviewing the Drill Levels in the Drill Path
Creating Lists of Values
Naming the List of Values
Defining Items in a List of Values
Referencing Items in a List of Values
Reviewing the Summary
Editing Lists of Values
Editing the List of Values Name
Editing Items in the List of Values
Editing Referencing Items
Advanced Options for List of Values
Creating Alternative Sort Orders
Naming the Alternative Sort Order
Defining Item for the Alternative Sort Order
Defining Order Item for the Alternative Sort Order
Referencing Items for the Alternative Sort Order
Referencing Selection Panel for the Alternative Sort Order
Reviewing the Summary
Editing Alternative Sort Orders
Editing the Alternative Sort Order Name
Editing the Defining Item
Editing the Defining Order Item
Editing the Referencing Order Items
Advanced Options
Creating Drills to Detail
Create Drill to Detail
Editing Drills to Detail
Creating Registered Functions
Naming the Registered Function
Specifying the Function Parameters
Reviewing the Summary
Editing Registered Functions
Renaming a Registered Function
Modifying the Parameters of a Registered Function
Deriving Business Intelligence Objects
Selecting Source Objects
Selecting a Target for the Derived Objects
Specifying Derivation Rules
Reviewing the Pre Derivation Rules
Reviewing Derivation Progress
Finishing the Derivation
Using the Data Object Editor with Business Intelligence Objects
Creating Business Areas Using the Data Object Editor
Adding Item Folders to a Business Area
Creating Item Folder Using the Data Object Editor
Adding Items to An Item Folder
Synchronizing Item Folders
Synchronize Item Folder Dialog Box
Creating Joins Using the Data Object Editor
Configuring Business Intelligence Objects
Configuration Parameters for Business Definition Modules
Configuration Parameters for Item Folders
Configuration Parameters for Registered Functions
Accessing Business Intelligence Objects Using Oracle BI Discoverer
Using Business Definitions in Oracle BI Discoverer
Part II ETL and Data Quality
12
Designing Target Schemas
Designing the Target Schema
Designing a Relational Target Schema
Designing a Dimensional Target Schema
Configuring Data Objects
Validating Data Objects
Editing Invalid Objects
Generating Data Objects
Viewing Generated Scripts
Saving Generated Scripts to a File
13
Defining Oracle Data Objects
About Data Objects
Supported Data Types
Naming Conventions for Data Objects
About the Data Object Editor
Data Viewer
Using the Data Object Editor to Create Data Objects
Creating Data Objects Using the Menu Bar
Creating a Data Object Using the Canvas
Creating a Data Object Using the Data Object Editor Palette
Using the Data Object Editor to Edit Oracle Data Objects
Using Constraints
About Constraints
Creating Constraints
Creating Primary Key Constraints
Creating Foreign Key Constraints
Creating Unique Key Constraints
Creating Check Constraints
Editing Constraints
Using Indexes
Creating Indexes
Using Partitions
Range Partitioning
Example of Range Partitioning
Hash Partitioning
Hash By Quantity Partitioning
List Partitioning
Example of List Partitioning
Composite Partitioning
About the Subpartition Template
Creating Custom Subpartitions
Index Partitioning
Index Performance Considerations
Configuring Partitions
Using Tables
Creating Table Definitions
Name Tab
Columns Tab
Constraints Tab
Indexes Tab
Partitions Tab
Attribute Sets Tab
Data Rules Tab
Editing Table Definitions
Renaming a Table
Adding, Modifying, and Removing Table Columns
Adding, Modifying, and Deleting Table Constraints
Adding, Editing, and Deleting Attribute Sets
Reordering Columns in a Table
Using Views
About Views
Creating View Definitions
Name Tab
Columns Tab
Query Tab
Constraints Tab
Attribute Sets Tab
Data Rules Tab
Data Viewer Tab
Editing View Definitions
Renaming a View
Adding, Editing, and Removing View Columns
Adding, Editing, and Deleting View Constraints
Adding, Editing, and Removing Attribute Sets
Using Materialized Views
About Materialized Views
Creating Materialized View Definitions
Name Tab
Columns Tab
Query Tab
Constraints Tab
Indexes Tab
Partitions Tab
Attribute Sets Tab
Data Rules Tab
Editing Materialized View Definitions
Renaming Materialized Views
Adding, Editing, and Deleting Materialized View Columns
Adding, Editing, and Deleting Materialized View Constraints
Adding, Editing, and Deleting Attribute Sets
Using Attribute Sets
Creating Attribute Sets
Editing Attribute Sets
Using Sequences
About Sequences
Creating a Sequence Definition
Editing Sequence Definitions
Name Tab
Columns Tab
Editing Sequence Column Descriptions
Using User-Defined Types
About Object Types
Creating Object Types
Name Tab
Columns Tab
Editing Object Types
About Varrays
Creating Varrays
Name Tab
Details Tab
Editing Varrays
About Nested Tables
Creating Nested Tables
Name Tab
Details Tab
Editing Nested Tables
Configuring Data Objects
Configuring Design Objects
Configuring Target Modules
Identification
Tablespace Defaults
Generation Preferences
Deployment System Type
Run Time Directories
Generation Target Directories
Configuring Tables
Configuring Materialized Views
Materialized View Parameters
Fast Refresh for Materialized Views
Configuring Views
Configuring Sequences
14
Defining Dimensional Objects
About Dimensional Objects
Defining Dimensional Objects
Implementing Dimensional Objects
Relational Implementation of Dimensional Objects
ROLAP Implementation of Dimensional Objects
MOLAP Implementation of Dimensional Objects
Deploying Dimensional Objects
Loading Dimensional Objects
About Dimensions
Rules for Dimension Objects
Limitations of Deploying Dimensions to the OLAP Catalog
Defining a Dimension
Defining Dimension Attributes
Defining Levels
Defining Level Attributes
Defining Hierarchies
Dimension Roles
Level Relationships
Dimension Example
Control Rows
Value-based Hierarchies
Implementing a Dimension
Relational and ROLAP Implementation of a Dimension
Binding
MOLAP Implementation
About Slowly Changing Dimensions
About Type 1 Slowly Changing Dimensions
About Type 2 Slowly Changing Dimensions
Defining a Type 2 Slowly Changing Dimension
Updating Type 2 Slowly Changing Dimensions
About Type 3 Slowly Changing Dimensions
Defining a Type 3 Slowly Changing Dimension
About Time Dimensions
Best Practices for Creating a Time Dimension
Defining a Time Dimension
Levels
Dimension Attributes
Level Attributes
Hierarchies
Implementing a Time Dimension
Using a Time Dimension in a Cube Mapping
Populating a Time Dimension
Overlapping Data Populations
About Cubes
Defining a Cube
Cube Measures
Cube Dimensionality
Cube Example
Implementing a Cube
Relational and ROLAP Implementation of a Cube
Binding
MOLAP Implementation of a Cube
Solve Dependency Order of Cube
Creating Dimensions
Using the Create Dimension Wizard
Name and Description Page
Storage Type Page
Dimension Attributes Page
Levels Page
Level Attributes Page
Slowly Changing Dimension Page
Pre Create Settings Page
Dimension Creation Progress Page
Summary Page
Defaults Used By the Create Dimension Wizard
Using the Data Object Editor
Name Tab
Storage Tab
Attributes Tab
Levels Tab
Hierarchies Tab
SCD Tab
Data Viewer Tab
Binding Attributes
Creating Slowly Changing Dimensions Using the Data Object Editor
Creating a Type 2 SCD
Type 2 Slowly Changing Dimension Dialog Box
Creating a Type 3 SCD
Type 3 Slowly Changing Dimension Dialog Box
Editing Dimension Definitions
Configuring Dimensions
Deployment Options for Dimensions
Deployment Options for Different Dimension Implementations
Creating Cubes
Using the Create Cube Wizard
Name and Description Page
Storage Type Page
Dimensions Page
Measures Page
Summary Page
Defaults Used by the Create Cube Wizard
Using the Data Object Editor
Name Tab
Storage Tab
Dimensions Tab
Measures Tab
Calculated Measure Wizard
Aggregation Tab
Data Viewer Tab
Binding Cube Attributes
Cubes Stored in Analytic Workspaces
Ragged Cube Data
Defining Aggregations
Auto Solving MOLAP Cubes
Solving Cube Measures
Solving Cubes Independent of Loading
Parallel Solving of Cubes
Output of a MOLAP Cube Mapping
Editing Cube Definitions
Configuring Cubes
Creating Time Dimensions
Creating a Time Dimension Using the Time Dimension Wizard
Name and Description Page
Storage Page
Data Generation Page
Levels Page (Calendar Time Dimension Only)
Levels Page (Fiscal Time Dimension Only)
Pre Create Settings Page
Time Dimension Progress Page
Summary Page
Defaults Used by the Time Dimension Wizard
Editing Time Dimension Definitions
Name Tab
Storage Tab
Attributes Tab
Levels Tab
Hierarchies Tab
15
Data Transformation
About Data Transformation in Warehouse Builder
About Mappings
About Operators
Types of Operators
Oracle Source/Target Operators
Data Flow Operators
Pre/Post Processing Operators
Pluggable Mapping Operators
About Transformations
Types of Transformations
Predefined Transformations
Custom Transformations
About Transformation Libraries
Types of Transformation Libraries
Accessing Transformation Libraries
16
Creating Mappings
Instructions for Defining Mappings
Instructions for Using Flat File Sources or Targets in a Mapping
Creating a Mapping
About the Mapping Editor
Mapping Editor Windows
Explorer
Properties Inspector
Palette
Bird's Eye View
Data Viewer
Generation
Mapping Editor Toolbars
Mapping Editor Display Options
Adding Operators
Adding Operators that Bind to Workspace Objects
Add Operator Dialog Box
Create Unbound Operator with No Attributes
Select from Existing Repository Object and Bind
Editing Operators
Name Tab
Groups Tab
Input and Output Tabs
Mapping Naming Conventions
Using Display Sets
Defining Display Sets
Selecting a Display Set
Connecting Operators
Connecting Attributes
Connecting Groups
Example: Using the Mapping Editor to Create Staging Area Tables
Using the Connect Operators Dialog Box
Copy Source Attributes to Target Group and Match
Match by Position of Source and Target Attributes
Match by Name of Source and Target Attributes
Using Pluggable Mappings
Creating a Pluggable Mapping
Standalone Pluggable Mapping
Pluggable Mapping Folders
Signature Groups
Input Signature
Output Signature
Pluggable Mapping Editor
Setting Mapping Properties
Target Load Order
Reset to Default
Setting Operator, Group, and Attribute Properties
Synchronizing Operators and Workspace Objects
Synchronizing An Operator
Synchronizing From a Workspace Object to an Operator
Synchronizing Operators based on Workspace Objects
Synchronizing from an Operator to a Workspace Object
Advanced Options for Synchronizing
Matching Strategies
Example: Using a Mapping to Load Transaction Data
Debugging a Mapping
Starting a Debug Session
The Debug Panels of the Mapping Editor
Debug Info Panel
Debug Data Panel
Defining Test Data
Creating New Tables to Use as Test Data
Editing the Test Data
Setting Breakpoints
Setting Watches
Running the Mapping
Selecting the First Source and Path to Debug
Debugging Mappings with Correlated Commit
Setting a Starting Point
Debugging Pluggable Submap Operators
Re-Initializing a Debug Session
Scalability
17
Source and Target Operators
Using Source and Target Operators
List of Source and Target Operators
Using Oracle Source and Target Operators
Setting Properties for Oracle Source and Target Operators
Primary Source
Loading Types for Oracle Target Operators
Loading Types for Flat File Targets
Target Load Order
Target Filter for Update
Target Filter for Delete
Match By Constraint
Reverting Constraints to Default Values
Bound Name
Key Name
Key Columns
Key Type
Referenced Keys
Error Table Name
Roll up Errors
Select Only Errors from this Operator
Setting Attribute Properties
Bound Name
Data Type
Precision
Scale
Length
Fractional Seconds Precision
Load Column When Inserting Row
Load Column When Updating Row
Match Column When Updating Row
Update: Operation
Match Column When Deleting Row
Constant Operator
Construct Object Operator
Cube Operator
Cube Operator Properties
Data Generator Operator
Setting a Column to the Data File Record Number
Setting a Column to the Current Date
Setting a Column to a Unique Sequence Number
Dimension Operator
Dimension Operator Properties
Dimension Operator as a Source
Dimension Operator as a Target
External Table Operator
Expand Object Operator
Mapping Input Parameter Operator
Mapping Output Parameter Operator
Materialized View Operator
Sequence Operator
Table Operator
Merge Optimization for Table Operators
Creating Temporary Tables While Performing ETL
Varray Iterator Operator
View Operator
Using Remote and non-Oracle Source and Target Operators
Limitations of Using non-Oracle or Remote Targets
Warehouse Builder Workarounds for non-Oracle and Remote Targets
Using Flat File Source and Target Operators
Setting Properties for Flat File Source and Target Operators
Loading Types for Flat Files
Field Names in the First Row
Flat File Operator
Flat File Source Operators
Flat File Target Operators
18
Data Flow Operators
List of Data Flow Operators
Operator Wizards
Operator Wizard General Page
Operator Wizard Groups Page
Operator Wizard Input and Output Pages
Operator Wizard Input Connections
The Expression Builder
Opening the Expression Builder
The Expression Builder User Interface
Aggregator Operator
Group By Clause
Having Clause
Aggregate Function Expression
Anydata Cast Operator
Deduplicator Operator
Expression Operator
Filter Operator
Adding Self Joins in a Mapping
Joiner Operator
Joiner Restrictions
Specifying a Full Outer Join
Creating Full Outer Join Conditions
Key Lookup Operator
Using the Key Lookup Operator
General
Groups
Input Connections
Lookup
Type 2 History Lookup
No-match Rows
Pivot Operator
Example: Pivoting Sales Data
The Row Locator
Using the Pivot Operator
General
Groups
Input Connections
Input Attributes
Output Attributes
Pivot Transform
Post-Mapping Process Operator
Pre-Mapping Process Operator
Set Operation Operator
Synchronizing the Attributes in a Set Operator
Sorter Operator
Order By Clause
Splitter Operator
Example: Creating Mappings with Multiple Targets
Table Function Operator
Prerequisites for Using the Table Function Operator
Input
Output
Table Function Operator Properties
Table Function Operator Properties
Input Parameter Group Properties
Input Parameter Properties
Output Parameter Group Properties
Output Parameter
Transformation Operator
Unpivot Operator
Example: Unpivoting Sales Data
The Row Locator
Using the Unpivot Operator
General
Groups
Input Connections
Input Attributes
Row Locator
Output Attributes
Unpivot Transform
19
Oracle Warehouse Builder Transformations
Defining Custom Transformations
Defining Functions and Procedures
Name and Description Page
Parameters Page
Implementation Page
Summary Page
Defining PL/SQL Types
About PL/SQL Types
Usage Scenario for PL/SQL Types
Creating PL/SQL Types
Name and Description Page
Attributes Page
Return Type Page
Summary Page
Editing Custom Transformations
Editing Function or Procedure Definitions
Name Tab
Parameters Tab
Implementation Tab
Editing PL/SQL Types
Name Tab
Attributes Tab
Return Type Tab
Administrative Transformations
WB_ABORT
WB_COMPILE_PLSQL
WB_DISABLE_ALL_CONSTRAINTS
WB_DISABLE_ALL_TRIGGERS
WB_DISABLE_CONSTRAINT
WB_DISABLE_TRIGGER
WB_ENABLE_ALL_CONSTRAINTS
WB_ENABLE_ALL_TRIGGERS
WB_ENABLE_CONSTRAINT
WB_ENABLE_TRIGGER
WB_TRUNCATE_TABLE
Character Transformations
WB_LOOKUP_CHAR (number)
WB_LOOKUP_CHAR (varchar2)
WB_IS_SPACE
Control Center Transformations
WB_RT_GET_ELAPSED_TIME
WB_RT_GET_JOB_METRICS
WB_RT_GET_LAST_EXECUTION_TIME
WB_RT_GET_MAP_RUN_AUDIT
WB_RT_GET_NUMBER_OF_ERRORS
WB_RT_GET_NUMBER_OF_WARNINGS
WB_RT_GET_PARENT_AUDIT_ID
WB_RT_GET_RETURN_CODE
WB_RT_GET_START_TIME
Conversion Transformations
Date Transformations
WB_CAL_MONTH_NAME
WB_CAL_MONTH_OF_YEAR
WB_CAL_MONTH_SHORT_NAME
WB_CAL_QTR
WB_CAL_WEEK_OF_YEAR
WB_CAL_YEAR
WB_CAL_YEAR_NAME
WB_DATE_FROM_JULIAN
WB_DAY_NAME
WB_DAY_OF_MONTH
WB_DAY_OF_WEEK
WB_DAY_OF_YEAR
WB_DAY_SHORT_NAME
WB_DECADE
WB_HOUR12
WB_HOUR12MI_SS
WB_HOUR24
WB_HOUR24MI_SS
WB_IS_DATE
WB_JULIAN_FROM_DATE
WB_MI_SS
WB_WEEK_OF_MONTH
Number Transformations
WB_LOOKUP_NUM (on a number)
WB_LOOKUP_NUM (on a varchar2)
WB_IS_NUMBER
OLAP Transformations
WB_OLAP_AW_PRECOMPUTE
WB_OLAP_LOAD_CUBE
WB_OLAP_LOAD_DIMENSION
WB_OLAP_LOAD_DIMENSION_GENUK
Other Transformations
Spatial Transformations
Streams Transformations
REPLICATE
XML Transformations
WB_XML_LOAD
WB_XML_LOAD_F
Importing PL/SQL
Restrictions on Using Imported PL/SQL
Example: Reusing Existing PL/SQL Code
20
Designing Process Flows
About Process Flows
About Process Flow Modules and Packages
Instructions for Defining Process Flows
Creating Process Flow Modules
Creating Process Flow Packages
Creating Process Flows
About the Process Flow Editor
Standard Editor Components
Process Flow Editor Windows
Opening the Process Flow Editor
Navigating the Process Flow Editor
Adding Activities to Process Flows
About Activities
Adding Activities
Parameters for Activities
Creating and Using Activity Templates
Name and Description Page
Parameters Page
Using Activity Templates
About Transitions
Rules for Valid Transitions
Connecting Activities
Configuring Activities
Using Parameters and Variables
Using Namespace
Using Bindings
Expressions
Global Expression Values
Defining Transition Conditions
Example: Using Process Flows to Access Flat Files with Variable Names
Creating the Process Flow
Setting Parameters for the External Process Activity
Method 1: Write a script within Warehouse Builder
Method 2: Call a script maintained outside of Warehouse Builder
Configuring the External Process Activity
Designing the Mapping
Deploying and Executing
Subsequent Steps
Creating a Schedule
Example: Using Process Flows to Transfer Remote Files
Creating the Process Flow
Setting Parameters for the FTP Activity
Example: Writing a Script in Warehouse Builder for the FTP Activity
Using Substitution Variables
Configuring the FTP Activity
Registering the Process Flow for Deployment
Defining Locations
21
Activities in Process Flows
Using Activities in Process Flows
Activities that Represent Objects
Utility Activities
Control Activities
OS Activities
Setting a Security Constraint
Setting a Proxy Command and Parameters
AND
Assign
Data Auditor
Email
End
End Loop
File Exists
FORK
For Loop
FTP
Writing a Script Within Warehouse Builder
Using Substitution Variables
Calling a Script Outside of Warehouse Builder
Manual
Mapping
Notification
Notification Message Substitution
OR
Route
Set Status
Sqlplus
Using Activities in Process Flows
Using Substitution Variables
SQL *Plus Command
Start
Subprocess
Transform
User Defined
Wait
While Loop
22
Understanding Performance and Advanced ETL Concepts
Best Practices for Designing PL/SQL Mappings
Set Based Versus Row Based Operating Modes
Set Based
Row Based
Row Based (Target Only)
About Committing Data in Warehouse Builder
Committing Data Based on Mapping Design
Committing Data from a Single Source to Multiple Targets
Automatic Commit versus Automatic Correlated Commit
Embedding Commit Logic into the Mapping
Committing Data Independently of Mapping Design
Running Multiple Mappings Before Committing Data
Committing Data at Runtime
Committing Mappings through the Process Flow Editor
Ensuring Referential Integrity in PL/SQL Mappings
Best Practices for Designing SQL*Loader Mappings
Using Conventional Loading to Ensure Referential Integrity in SQL*Loader Mappings
Maintaining Relationships Between Master and Detail Records
Extracting and Loading Master-Detail Records
Error Handling Suggestions
Subsequent Operations
Using Direct Path Loading to Ensure Referential Integrity in SQL*Loader Mappings
Improved Performance through Partition Exchange Loading
About Partition Exchange Loading
Configuring a Mapping for PEL
Direct and Indirect PEL
Using Indirect PEL
Example: Using Direct PEL to Publish Fact Tables
Using PEL Effectively
Configuring Targets in a Mapping
Step 1: Create All Partitions
Step 2: Create All Indexes Using the LOCAL Option
Step 3: Primary/Unique Keys Use "USING INDEX" Option
Restrictions for Using PEL in Warehouse Builder
High Performance Data Extraction from Remote Sources
Configuring ETL Objects
Configuring Mappings Reference
Procedure to Configure Mappings
Runtime Parameters
Bulk Size
Analyze Table Sample Percentage
Commit Frequency
Maximum Number of Errors
Default Operating Mode
Default Audit Level
Default Purge Group
Code Generation Options
ANSI SQL Syntax
Commit Control
Analyze Table Statements
Enable Parallel DML
Optimized Code
Authid
Use Target Load Ordering
ERROR TRIGGER
Bulk Processing Code
Generation Mode
Sources and Targets Reference
Use LCR APIs
Database Link
Location
Conflict Resolution
Schema
Partition Exchange Loading
Hints
Constraint Management
SQL*Loader Parameters
Configuring Flat File Operators
Flat File Operators as a Target
Flat File Operator as a Source
Configuring Process Flows Reference
23
Understanding Data Quality Management
About the Data Quality Management Process
Phases in the Data Quality Lifecycle
Quality Assessment
Quality Design
Quality Transformation
Quality Monitoring
About Data Profiling
Benefits of Data Profiling
Types of Data Profiling
Attribute Analysis
Functional Dependency
Referential Analysis
Data Rule Profiling
About the Data Profile Editor
About Six Sigma
What is Six Sigma?
Six Sigma Metrics for Data Profiling
About Data Correction and Augmentation
Automatic Data Correction Based on Data Profiling Results
Types of Corrections for Source Data
About Performing Data Correction
Data Correction and Augmentation Using Operators
About Data Rules
Types of Data Rules
Implementation of Data Rules
About Quality Monitoring
About Data Auditors
Performing Data Profiling
Data Profiling Restrictions
Steps to Perform Data Profiling
Import or Select the Metadata
Create a Data Profile
Using Attribute Sets to Profile a Subset of Columns from a Data Object
Profile the Data
Steps to Profile Data
Configuring Data Profiles
View Profile Results
Data Profile
Profile Object
Aggregation
Data Type
Domain
Pattern
Unique Key
Functional Dependency
Referential
Data Rule
Derive Data Rules
Steps to Derive Data Rules
Generate Corrections
Steps to Automate Data Correction
Steps to Create Corrections
Selecting Data Rules and Data Types for Corrected Objects
Selecting the Objects to be Corrected
Choosing Data Correction and Cleansing Actions
Steps to Deploy Correction Objects
Viewing the Correction Tables and Mappings
Define and Edit Data Rules Manually
Generate, Deploy, and Execute
Editing Data Profiles
Adding Data Objects to a Data Profile
Reference for Setting Data Profiling Configuration Parameters
Load Configuration
Aggregation Configuration
Pattern Discovery Configuration
Domain Discovery Configuration
Relationship Attribute Count Configuration
Unique Key Discovery Configuration
Functional Dependency Discovery Configuration
Row Relationship Discovery Configuration
Redundant Column Discovery Configuration
Data Rule Profiling Configuration
Tuning the Data Profiling Process
Tuning the Data Profile for Better Data Profiling Performance
Tuning the Oracle Database for Better Data Profiling Performance
Multiple Processors
Memory
I/O System
Using Data Rules
Creating Data Rules
Defining the Data Rule
Editing Data Rules
Applying Data Rules to Objects
Monitoring Data Quality Using Data Auditors
Creating Data Auditors
Specifying Data Correction Actions
Editing Data Auditors
Auditing Data Objects Using Data Auditors
Manually Running Data Auditors
Automatically Running Data Auditors
Data Auditor Execution Results
Configuring Data Auditors
Run Time Parameters
Data Auditor Parameters
Code Generation Options
Viewing Data Auditor Error Tables
Granting Privileges on Error Tables
Setting Data Watch and Repair for Oracle Master Data Management (MDM)
Overview of Data Watch and Repair (DWR) for MDM
Predefined Data Rules for MDM
Prerequisites for Performing Data Watch and Repair (DWR)
Steps to Perform Data Watch and Repair (DWR) Using Warehouse Builder
Importing MDM Data Rules
Writing Corrected Data and Metadata to the MDM Application
24
Data Quality Operators
About the Match-Merge Operator
Understanding Matching Concepts
Example of Matching and Merging Customer Data
Example of Multiple Match Rules
Example of Transitive Matching
Restrictions on Using the Match-Merge Operator
Overview of the Matching and Merging Process
Requirements for Matching and Merging Records
Process for Matching and Merging Records
Match Rules
Conditional Match Rules
Comparison Algorithms
Creating Conditional Match Rules
Weight Match Rules
Example of Weight Match Rules
Creating Weight Match Rules
Person Match Rules
Person Roles
Person Details
Creating Person Match Rules
Firm Match Rules
Firm Roles
Firm Details
Creating Firm Match Rules
Address Match Rules
Address Roles
Address Details
Creating Address Match Rules
Custom Match Rules
Creating Custom Match Rules
Merge Rules
Match ID Merge Rule
Rank and Rank Record Merge Rules
Sequence Merge Rule
Min Max and Min Max Record Merge Rules
Copy Merge Rule
Custom and Custom Record Merge Rules
About the Name and Address Operator
Example: Correcting Address Information
Example Input
Example Steps
Example Output
About Postal Reporting
United States Postal Service CASS Certification
Canada Post SERP Certification
Australia Post AMAS Certification
Input Role Descriptions
Descriptions of Output Components
Pass Through
Name
Address
Extra Vendor
Error Status
Country-Specific
Handling Errors in Name and Address Data
Using the Match-Merge Operator to Eliminate Duplicate Source Records
Steps to Use a Match-Merge Operator
Designing Mappings with a Match-Merge Operator
Using Two Match-Merge Operators
Using the Name and Address Operator to Cleanse Source Data
Creating a Mapping with a Name and Address Operator
Specifying Source Data Details and Setting Parsing Type
Specifying Postal Report Details
Managing the Name and Address Server
Configuring the Name and Address Server
Starting and Stopping the Name and Address Server
25
Deploying to Target Schemas and Executing ETL Logic
About Deployment and Execution in Warehouse Builder
About Deployment
Deployment Actions
Deployment Status
About Execution
The Deployment and Execution Process
Deploying Objects
Deploying Business Definitions to Oracle Discoverer
Deploying Business Definitions Directly to Oracle Discoverer
Deploying Business Definitions to Earlier Versions of Oracle Discoverer
Deploying Business Definitions Using the Core Functionality
Reviewing the Deployment Results
Starting ETL Jobs
Viewing the Data
Scheduling ETL Jobs
Deploying to Additional Locations
Runtime Preferences
SQL Loader Runtime Preferences
SQL*Plus Runtime Preferences
Other Runtime Preferences
Example: Updating a Target Schema
26
Scheduling ETL Objects
About Schedules
Process for Defining and Using Schedules
Editing a Schedule
Start and End Dates and Times
Defining Schedules To Repeat
Example Schedules
Editing a Schedule
Start and End Dates and Times
Defining Schedules To Repeat
By Month
By Week Number
By Year Day
By Month Day
By Day
By Hour
By Minute
By Second
By Set Position
27
Auditing Deployments and Executions
About the Repository Browser
Viewing Audit Reports
Opening the Repository Browser
Starting and Stopping the Repository Browser Listener
Starting the Repository Browser
Logging in to a Workspace
The Design Center
Repository Navigator
Object Reports
Summary Reports
Detailed Reports
Implementation Reports
Impact Analysis Reports
Object Properties
Object Lineage
Object Impact
Control Center Reports
Deployment Reports
Deployment Schedule Report
Locations Report
Object Summary Report
Deployment Report
Deployment Error Detail Report
Execution Reports
Execution Schedule Report
Execution Summary Report
Error Table Execution Report
Trace Report
Execution Job Report
Job File Report
Job Start Report
Execution Report
Job Error Diagnostic Report
Management Reports
Service Node Report
Location Validation Report
Common Repository Browser Tasks
Identifying Recently-Run Processes
Identifying Why a Process Run Failed
Comparing Process Runs
Discovering Why a Map Run Gave Unexpected Results
Identifying Recently-Made Deployments
Identifying the Data Objects that are Deployed to a Specific Location
Identifying the Map Runs that Use a Specific Deployed Data Object
Discovering the Default Deployment-Time Settings of a Deployed Process
Rerunning a Process
Monitoring a Process Run
Aborting a Process Run
Removing the Execution Audit Details for a Process
Removing Old Deployment Audit details
Viewing Error Tables Created as a Result of Data Auditor Execution
Unregistering a Location
Updating Location Connection Details for a Changed Database Environment
Updating Service Node Details in a Changing RAC Environment
28
Troubleshooting and Error Handling for ETL Designs
Inspecting Error Logs in Warehouse Builder
Using DML Error Logging
About Error Tables
Error Tables and DML Error Logging
Error Tables and Data Rules
Using Error Tables for DML Error Logging and Data Rules
Enabling DML Error Logging
DML Error Logging and ETL
DML Error Logging Limitations
Using Pseudocolumns ROWID and ROWNUM in Mappings
Index
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