Preface
Working with Transformations
- Transformations Overview
- Creating a Transformation
- Configuring Transformations
  - Renaming Transformations
- Transformation Ports
- Multi-Group Transformations
- Working with Expressions
- Local Variables
- Default Values for Ports
- Configuring Tracing Level in Transformations
- Reusable Transformations
Aggregator Transformation
- Aggregator Transformation Overview
- Components of the Aggregator Transformation
  - Configuring Aggregator Transformation Properties
  - Configuring Aggregator Transformation Ports
- Configuring Aggregate Caches
- Aggregate Expressions
- Group By Ports
  - Non-Aggregate Expressions
  - Default Values
- Using Sorted Input
  - Sorted Input Conditions
  - Sorting Data
- Creating an Aggregator Transformation
- Tips for Aggregator Transformations
- Troubleshooting Aggregator Transformations
Custom Transformation
- Custom Transformation Overview
- Creating Custom Transformations
  - Rules and Guidelines for Custom Transformations
  - Custom Transformation Components
- Working with Groups and Ports
- Working with Port Attributes
  - Editing Port Attribute Values
- Custom Transformation Properties
  - Setting the Update Strategy
  - Working with Thread-Specific Procedure Code
- Working with Transaction Control
- Blocking Input Data
- Working with Procedure Properties
- Creating Custom Transformation Procedures
Custom Transformation Functions
- Custom Transformation Functions Overview
  - Working with Handles
- Function Reference
- Working with Rows
  - Rules and Guidelines for Row-Based and Array-Based Data Access Mode
- Generated Functions
- API Functions
- Array-Based API Functions
Data Masking Transformation
- Data Masking transformation
- Masking Properties
- Key Masking
- Substitution Masking
- Dependent Masking
  - Dependent Masking Example
  - Repeatable Dependent Masking
- Random Masking
- Applying Masking Rules
- Expression Masking
  - Repeatable Expression Masking
  - Rules and Guidelines for Expression Masking
- Special Mask Formats
- Social Security Number Masking
- Credit Card Number Masking
- Phone Number Masking
- Email Address Masking
  - Advanced Email Masking
    - Configuration Parameters for an Advanced Email Address Masking Type
    - Expressions for the Advanced Email Address Masking Type
- Social Insurance Number Masking
  - SIN Start Digit
  - Repeatable SIN Numbers
- IP Address Masking
- URL Address Masking
- Default Value File
- Data Masking Transformation Session Properties
- Rules and Guidelines for Data Masking Transformations
Data Masking Examples
- Name and Address Lookup Files
- Substituting Data with the Lookup Transformation
- Masking Data with an Expression Transformation
Expression Transformation
- Expression Transformation Overview
- Expression Transformation Components
- Configuring Ports
  - Calculating Values
- Creating an Expression Transformation
External Procedure Transformation
- External Procedure Transformation Overview
- Configuring External Procedure Transformation Properties
- Developing COM Procedures
- Developing Informatica External Procedures
- Distributing External Procedures
  - Distributing COM Procedures
    - Distributing a COM Visual Basic Procedure
    - Distributing a COM Visual Basic Procedure Manually
  - Distributing Informatica Modules
- Development Notes
- Service Process Variables in Initialization Properties
- External Procedure Interfaces
Filter Transformation
- Filter Transformation Overview
- Filter Transformation Components
  - Configuring Filter Transformation Ports
- Filter Condition
  - Filtering Rows with Null Values
- Steps to Create a Filter Transformation
- Tips for Filter Transformations
HTTP Transformation
- HTTP Transformation Overview
  - Authentication
  - Connecting to the HTTP Server
- Creating an HTTP Transformation
- Configuring the Properties Tab
- Configuring the HTTP Tab
- Examples
Identity Resolution Transformation
- Identity Resolution Transformation Overview
- Create and Configure the Transformation
- Identity Resolution Transformation Tabs
- Groups and Ports
  - Input Groups and Ports
  - Output Groups and Ports
Java Transformation
- Java Transformation Overview
- Using the Java Code Tab
- Configuring Ports
  - Creating Groups and Ports
  - Setting Default Port Values
    - Input and Output Ports
    - Input/Output Ports
- Configuring Java Transformation Properties
  - Working with Transaction Control
    - Transformation Scope
    - Generate Transaction
  - Setting the Update Strategy
- Developing Java Code
- Configuring Java Transformation Settings
- Compiling a Java Transformation
- Fixing Compilation Errors
  - Locating the Source of Compilation Errors
    - Locating Errors in the Code Entry Tabs
    - Locating Errors in the Full Code Window
  - Identifying the Source of Compilation Errors
    - User Code Errors
    - Non-User Code Errors
Java Transformation API Reference
- Java Transformation API Methods Overview
- commit
- failSession
- generateRow
- getInRowType
- getMetadata
- incrementErrorCount
- isNull
- logError
- logInfo
- rollBack
- setNull
- setOutRowType
- storeMetadata
Java Expressions
- Java Expressions Overview
  - Expression Function Types
- Using the Define Expression Dialog Box to Define an Expression
- Working with the Simple Interface
  - invokeJExpression
  - Simple Interface Example
- Working with the Advanced Interface
- JExpression Class API Reference
Java Transformation Example
- Java Transformation Example Overview
- Step 1. Import the Mapping
- Step 2. Create Transformation and Configure Ports
- Step 3. Enter Java Code
- Import Packages Tab
- Helper Code Tab
- On Input Row Tab
- Step 4. Compile the Java Code
- Step 5. Create a Session and Workflow
  - Sample Data
Joiner Transformation
- Joiner Transformation Overview
  - Working with the Joiner Transformation
- Joiner Transformation Properties
- Defining a Join Condition
- Defining the Join Type
- Using Sorted Input
- Joining Data from a Single Source
- Blocking the Source Pipelines
  - Unsorted Joiner Transformation
  - Sorted Joiner Transformation
    - Caching Master Rows
- Working with Transactions
- Creating a Joiner Transformation
- Tips for Joiner Transformations
Lookup Transformation
- Lookup Transformation Overview
- Lookup Source Types
- Connected and Unconnected Lookups
  - Connected Lookups
  - Unconnected Lookups
- Lookup Components
- Lookup Properties
  - Configuring Lookup Properties in a Session
- Lookup Query
- Lookup Condition
- Lookup Caches
- Return Multiple Rows
  - Rules and Guidelines for Returning Multiple Rows
- Configuring Unconnected Lookup Transformations
- Database Deadlock Resilience
- Creating a Lookup Transformation
  - Creating a Reusable Pipeline Lookup Transformation
  - Creating a Non-Reusable Pipeline Lookup Transformation
- Tips for Lookup Transformations
Lookup Caches
- Lookup Caches Overview
  - Cache Comparison
- Building Connected Lookup Caches
  - Sequential Caches
  - Concurrent Caches
- Using a Persistent Lookup Cache
- Working with an Uncached Lookup or Static Cache
- Sharing the Lookup Cache
  - Sharing an Unnamed Lookup Cache
    - Guidelines for Sharing an Unnamed Lookup Cache
  - Sharing a Named Lookup Cache
    - Guidelines for Sharing a Named Lookup Cache
- Tips for Lookup Caches
Dynamic Lookup Cache
- Dynamic Lookup Cache Overview
- Dynamic Lookup Properties
- Lookup Transformation Values
- Dynamic Lookup Cache Updates
  - Insert Else Update
  - Update Else Insert
- Mappings with Dynamic Lookups
- Conditional Dynamic Cache Updates
  - Session Processing
  - Configuring a Conditional Dynamic Cache Lookup
- Dynamic Cache Update with Expression Results
- Synchronizing Cache with the Lookup Source
  - NewLookupRow
  - Configuring Dynamic Cache Synchronization
- Dynamic Lookup Cache Example
- Rules and Guidelines for Dynamic Lookup Caches
Normalizer Transformation
- Normalizer Transformation Overview
- Normalizer Transformation Components
- Normalizer Transformation Generated Keys
  - Storing Generated Key Values
  - Changing the Generated Key Values
- VSAM Normalizer Transformation
- Pipeline Normalizer Transformation
- Using a Normalizer Transformation in a Mapping
  - Generating Key Values
- Troubleshooting Normalizer Transformations
Rank Transformation
- Rank Transformation Overview
- Ports in a Rank Transformation
  - Rank Index
- Defining Groups
- Creating a Rank Transformation
Router Transformation
- Router Transformation Overview
- Working with Groups
- Working with Ports
- Connecting Router Transformations in a Mapping
- Creating a Router Transformation
Sequence Generator Transformation
- Sequence Generator Transformation Overview
- Sequence Generator Ports
  - NEXTVAL Port
    - Create Keys
    - Replace Missing Values
  - CURRVAL
- Sequence Generator Transformation Properties
- Sequence Generator Advanced Properties
  - Reset
- Creating a Sequence Generator Transformation
- Sequence Generator Transformation in a Non-native Environment
  - Sequence Generator Transformation on the Blaze Engine
  - Sequence Generator Transformation on the Spark Engine
Sorter Transformation
- Sorter Transformation Overview
- Sorting Data
- Sorter Transformation Properties
- Creating a Sorter Transformation
Source Qualifier Transformation
- Source Qualifier Transformation Overview
- Source Qualifier Transformation Properties
- Default Query
  - Viewing the Default Query
  - Overriding the Default Query
- Joining Source Data
- Adding an SQL Query
- Entering a User-Defined Join
- Outer Join Support
- Entering a Source Filter
- Using Sorted Ports
- Select Distinct
  - Overriding Select Distinct in the Session
- Adding Pre- and Post-Session SQL Commands
- Creating a Source Qualifier Transformation
  - Creating a Source Qualifier Transformation Manually
  - Configuring Source Qualifier Transformation Options
- Troubleshooting Source Qualifier Transformations
SQL Transformation
- SQL Transformation Overview
- Script Mode
  - Example
  - Rules and Guidelines for Script Mode
- Query Mode
- Connecting to Databases
- Session Processing
- Input Row to Output Row Cardinality
- SQL Transformation Properties
- SQL Statements
- Creating an SQL Transformation
Using the SQL Transformation in a Mapping
- SQL Transformation Example Overview
- Dynamic Update Example
- Dynamic Connection Example
Stored Procedure Transformation
- Stored Procedure Transformation Overview
- Using a Stored Procedure in a Mapping
- Writing a Stored Procedure
  - Sample Stored Procedure
- Creating a Stored Procedure Transformation
- Configuring a Connected Transformation
- Configuring an Unconnected Transformation
  - Calling a Stored Procedure From an Expression
  - Calling a Pre- or Post-Session Stored Procedure
- Error Handling
- Stored Procedure Options
- Expression Rules
- Tips for Stored Procedure Transformations
- Troubleshooting Stored Procedure Transformations
Transaction Control Transformation
- Transaction Control Transformation Overview
- Transaction Control Transformation Properties
  - Properties Tab
  - Example
- Using Transaction Control Transformations in Mappings
  - Sample Transaction Control Mappings with Multiple Targets
- Mapping Guidelines and Validation
- Creating a Transaction Control Transformation
Union Transformation
- Union Transformation Overview
  - Rules and Guidelines for Union Transformations
  - Union Transformation Components
- Working with Groups and Ports
- Creating a Union Transformation
- Using a Union Transformation in a Mapping
Unstructured Data Transformation
- Unstructured Data Transformation Overview
- Configuring the Unstructured Data Option
  - Configuring the Data Transformation Repository Directory
- Data Transformation Service Types
- Unstructured Data Transformation Components
- Unstructured Data Transformation Ports
- Unstructured Data Transformation Service Names
- Relational Hierarchies
  - Exporting the Hierarchy Schema
- Mappings
- Creating an Unstructured Data Transformation
Update Strategy Transformation
- Update Strategy Transformation Overview
  - Setting the Update Strategy
- Flagging Rows Within a Mapping
- Setting the Update Strategy for a Session
  - Specifying an Operation for All Rows
  - Specifying Operations for Individual Target Tables
- Update Strategy Checklist
XML Transformations
- XML Source Qualifier Transformation
- XML Parser Transformation
- XML Generator Transformation

Transformation Guide

10.4.0
- 10.5.7
- 10.5.6
- 10.5.1
- 10.5

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Lookup and Update Strategy Transformations

When you create a mapping with a Lookup transformation that uses a dynamic lookup cache, you must use Update Strategy transformations to flag the rows for the target tables. When you configure a session using Update Strategy transformations and a dynamic lookup cache, you must define certain session properties.

You must define the Treat Source Rows As option as Data Driven. Specify this option on the Properties tab in the session properties.

You must also define the following update strategy target table options:

Select Insert

Select Update as Update

Do not select Delete

These update strategy target table options ensure that the Integration Service updates rows marked for update and inserts rows marked for insert.

If you do not choose Data Driven, the Integration Service flags all rows for the database operation you specify in the Treat Source Rows As option and does not use the Update Strategy transformations in the mapping to flag the rows. The Integration Service does not insert and update the correct rows. If you do not choose Update as Update, the Integration Service does not correctly update the rows flagged for update in the target table. As a result, the lookup cache and target table might become unsynchronized.

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Table of Contents

Transformation Guide

Transformation Guide

Lookup and Update Strategy Transformations

Lookup and Update Strategy Transformations