Table of Contents

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  1. Preface
  2. Using Metadata Manager
  3. Configuring Metadata Manager
  4. Application Resources
  5. Business Glossary Resources
  6. Business Intelligence Resources
  7. Custom Resources
  8. Data Integration Resources
  9. Data Modeling Resources
  10. Database Management Resources
  11. Universal Resources
  12. Managing Resources
  13. Loading and Monitoring Resources
  14. Managing Permissions
  15. Resource Migration
  16. Repository Migration
  17. Appendix A: Metadata Manager Login
  18. Appendix B: Metadata Manager Properties Files
  19. Appendix C: Resource Configuration Files
  20. Appendix D: Glossary

Metadata Manager Administrator Guide

Metadata Manager Administrator Guide

Creating an Informatica Platform Resource

Creating an Informatica Platform Resource

Create an Informatica Platform resource to extract metadata from an application or from an export resource file for Metadata Manager.
  1. On the
    Load
    tab, click
    Actions
    New Resource
    .
    The
    Resource Selection
    window appears.
  2. Click
    Data Integration
    Informatica Platform
    .
  3. Click
    Next
    .
    The
    Properties
    window appears.
  4. Enter the following information:
    Property
    Description
    Name
    Name for the resource. The resource appears in the
    Resources
    panel with this name. The name must be unique and have from one through 256 characters. It cannot include the following characters:
    / \ : * ' ? " < > | [ ]
    If you create a resource from a resource file, you must use the following naming convention for the resource name:
    <Model repository Service name>_<project name>
    Description
    Description for the resource. Description cannot exceed 4000 characters.
    Hide in Summary Lineage
    Hides the resource in the summary view of data lineage diagrams.
    Enable this option to hide the resource and its child objects in the summary view. Disable this option to display the resource and its child objects in the summary view.
    Default is disabled.
  5. Click
    Next
    .
    The
    Configuration
    window appears.
  6. Select one of the following options for the source system version:
    Option
    Description
    Informatica Platform 10.4.1 (Repository)
    Create the resource from a version 10.4.1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.4.0 (Repository)
    Create the resource from a version 10.4.0 application that is deployed to a Data Integration Service.
    Informatica Platform 10.2.2 HotFix1 (Repository)
    Create the resource from a version 10.2.2 HotFix1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.2.2 (Repository)
    Create the resource from a version 10.2.2 application that is deployed to a Data Integration Service.
    Informatica Platform 10.2.1 (Repository)
    Create the resource from a version 10.2.1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.2.0 HotFix2 (Repository)
    Create the resource from a version 10.2 HotFix 2 application that is deployed to a Data Integration Service.
    Informatica Platform 10.2.0 HotFix1 (Repository)
    Create the resource from a version 10.2 HotFix 1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.2 (Repository)
    Create the resource from a version 10.2 application that is deployed to a Data Integration Service.
    Informatica Platform 10.1.1 HotFix1 (Repository)
    Create the resource from a version 10.1.1 HotFix 1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.1.1 (Repository)
    Create the resource from a version 10.1.1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.1 (Repository)
    Create the resource from a version 10.1 application that is deployed to a Data Integration Service.
    Informatica Platform 10.0 (Repository)
    Create the resource from a version 10.0 application that is deployed to a Data Integration Service.
    Informatica Platform 9.5.1 - 9.6.x (Repository)
    Create the resource from a version 9.5.1 - 9.6.x application that is deployed to a Data Integration Service.
    Informatica Platform 9.5.1 - 9.6.x (Archive File)
    Create the resource from a version 9.5.1 - 9.6.x application archive file.
    Informatica Platform 9.5.1 - 10.x (Resource File)
    Create the resource from a version 9.5.1 - 10.x resource file that you exported from the Developer tool.
    If you extract metadata from an Informatica 10.x application, you must select the appropriate source system version option. Metadata Manager does not extract metadata from version 10.x application archive files.
  7. Configure the resource connection properties.
  8. If you create a resource from an application that is deployed to a Data Integration Service, click
    Test Connection
    to test the connection to the Data Integration Service.
    If Metadata Manager cannot connect to the Data Integration Service, an error message appears. Correct the error, and test the connection again.
  9. Click
    Next
    .
  10. If you create a resource from an application that is deployed to a Data Integration Service, the
    Parameters
    window appears.
    The
    Parameters
    window displays all of the applications that are deployed to the Data Integration Service.
    Select the applications that you want to include in the resource, and click
    Next
    .
  11. If you create a resource from a version 10.x application that is deployed to a Data Integration Service, the
    Parameter Set Assignment
    window appears.
    The
    Parameter Set Assignment
    window displays the parameter sets in each selected application. For version 10.0 and 10.1 applications, you can assign a parameter set to one or more mappings. For version 10.1.1 applications, you can assign a parameter set to one or more mappings and workflows.
    If you assign a parameter set to a mapping, Metadata Manager extracts metadata for the mapping based on the parameter values defined in the parameter set. If you assign a parameter set to a workflow, Metadata Manager extracts metadata for all mappings within the workflow based on the parameter values defined in the parameter set. If you do not assign a parameter set and the mapping uses parameters, Metadata Manager extracts metadata for the mapping based on the parameter default values.
    To assign a parameter set:
    1. In the
      Applications
      list, select the application that contains the parameter set that you want to assign to one or more mappings.
    2. In the
      Parameter Set Assignment
      list, select the parameter set.
    3. In the
      Mappings and Workflows
      list, select the mappings and workflows to which you want to assign the parameter set, and click
      Assign
      . To assign the parameter set to all mappings and workflows, click
      Assign to all
      .
      Metadata Manager lists the parameter set assignments at the bottom of the
      Parameter Set Assignment
      window.
      To remove a parameter set assignment, click
      X
      next to the parameter set assignment that you want to remove.
      When you finish the parameter set assignment, click
      Next
      .
  12. The
    Schedules
    window appears. To add a schedule, select
    Attach a Schedule
    , and select a schedule in the
    Schedule
    list.
    If you have not created a schedule, you can assign a schedule to a resource after you create the resource.
  13. Click
    Finish
    .
The resource appears in the Resources panel on the
Load
tab.

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