Table of Contents

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  1. Preface
  2. Product Overview
  3. Before You Begin
  4. Tutorial Lesson 1
  5. Tutorial Lesson 2
  6. Tutorial Lesson 3
  7. Tutorial Lesson 4
  8. Tutorial Lesson 5
  9. Tutorial Lesson 6
  10. Naming Conventions
  11. Glossary

Getting Started

Getting Started

Creating a Workflow

Creating a Workflow

You create workflows in the Workflow Designer. When you create a workflow, you can include reusable tasks that you create in the Task Developer. You can also include non-reusable tasks that you create in the Workflow Designer.
In the following steps, you create a workflow that runs the session s_PhoneList.
  1. Click
    Tools
    Workflow Designer
    .
  2. In the Navigator, expand the tutorial folder, and expand the Sessions node.
  3. Drag the session s_PhoneList to the Workflow Designer workspace.
    The
    Create Workflow
    dialog box appears.
    The following image shows
    Create Workflow
    dialog box:
    The Create Workflow dialog box includes a Browse Integration Services button.
    1. Open button
  4. Enter wf_PhoneList as the name for the workflow.
    The recommended naming convention for workflows is wf_
    WorkflowName
    .
  5. Click the
    Open
    button to choose an Integration Service to run the workflow.
    The
    Integration Service Browser
    dialog box appears.
  6. Select the appropriate Integration Service and click
    OK
    .
    Integration Services appear if they are running. If no Integration Service appears, contact an Informatica administrator.
  7. Click the
    Properties
    tab to edit the workflow properties.
  8. Enter wf_PhoneList.log for the workflow log file name.
  9. Click the
    Scheduler
    tab.
    The following image shows the contents of
    Scheduler
    tab:
    The Scheduler tab includes an Edit Scheduler button.
    1. Edit Scheduler button
  10. Click
    OK
    to accept the default schedule for this workflow.
    The workflow schedule runs on demand by default. The Integration Service runs the workflow when you manually start the workflow. You can configure workflows to run on a schedule. For example, you can schedule a workflow to run once a day or run on the last day of the month. Optionally, click the
    Edit Scheduler
    button to configure schedule options.
  11. Click
    OK
    to close the
    Create Workflow
    dialog box.
    The Workflow Manager creates a workflow in the workspace, including the reusable session you added. All workflows begin with the Start task, but you need to instruct the Integration Service which task to run next. To do this, you link tasks in the Workflow Manager.
    You can click
    Workflows
    Edit
    to edit the workflow properties at any time.
  12. Click
    Tasks
    Link Task
    .
    In this lesson, the Workflow Manager creates the link for you.
  13. Drag from the Start task to the Session task.
    The following image shows the link from Start task to the Session task:
    ""
  14. Click
    Repository
    Save
    to save the workflow in the repository.
    You can run and monitor the workflow.

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