PowerExchange for PeopleSoft User Guide for PowerCenter

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Importing PeopleSoft Source Definitions

You can import PeopleSoft records and trees for horizontal flattening. When you import PeopleSoft sources, you add them to an import list. You can import more than one PeopleSoft object at once by making multiple selections and adding them to the import list. Once the import list is complete, you can import all listed PeopleSoft objects at once.

To import a PeopleSoft source definition:

In the Source Analyzer, click Sources > Import From PeopleSoft.

After you connect to a PeopleSoft system, the Panels/Pages tab changes to the Panels tab or the Pages tab, depending on the version of PeopleSoft you are running. For example, if you connect to a PeopleSoft 8 system, the Panels/Pages tab changes to Panels. If you connect to an earlier version of PeopleSoft, the Panels/Pages tab changes to Pages.

Select the PeopleSoft ODBC connection, and then enter the database username and password to connect to the PeopleSoft metadata tables in the underlying database.

This username must have SELECT permission on the PeopleSoft metadata tables.

If you need to create or modify an ODBC data source, click the button next to the list of existing data sources to open the ODBC Administrator. Create the appropriate data source, and click OK. In the Import Tables dialog box, select the new ODBC data source.

Optionally, enter the owner name of the PeopleSoft metadata tables.

If the database username you entered is not the owner of the PeopleSoft metadata tables, enter the table owner name to view available records and trees.

Optionally, enter a filter criterion and how to apply the filter.

When entering a filter criterion, use an underscore (_) as a wildcard to represent a single character. Use the percent symbol (%) to represent multiple characters.

The Designer filters the records on the Records tab and trees on the Trees tab. The Designer does not filter records on the Panels tab.

To filter table names, enter capitalized text. To filter business names, capitalize the initial letter of each word.

Optionally, enter a PeopleSoft language code.

To import metadata in the base language of the PeopleSoft system, leave this option blank.

If you want the Designer to import language-sensitive metadata in a particular language, enter the corresponding PeopleSoft language code.

Click Connect.

Select the Records, Panels, or Trees tab.

PeopleSoft records appear on the Records tab and the Panels tab. Strict-level PeopleSoft trees appear on the Trees tab. Winter trees appear in the Winter trees folder. Detail and summary trees appear in the Trees folder.

Open the folders for the objects you want to import.

Select the object or objects and click Add to Import List. You can add both records and trees to the import list.

Select the objects you want to add from a single tab and click Add to Import List.

Select a different tab to add other objects. You can select and add multiple objects to the import list at one time:

Hold down the SHIFT key to select blocks within one folder.

Hold down the CTRL key to make non-contiguous selections within a folder.

Use the Select All button to select all tables within a folder.

To clear all selected sources, click Select None. To enter a different filter, enter the new filter criterion and click Re-Connect.

To see the objects on the Import List, click View Import List.

The Import List dialog box appears.

To remove an object from the list, select it and click Delete.

To close the Import List, click Close.

To import all listed PeopleSoft objects, click OK.

After you import a PeopleSoft source, the Designer displays it in the Navigator below the Sources node in the folder. The Designer organizes PeopleSoft sources by the ODBC data source used to import the source and the PeopleSoft object type. Records appear in a folder named DataSourceName
_Records. Trees appear in a folder named DataSourceName
_Trees. If the source record, panel, or tree changes after you create the source definition, reimport or update the source definition accordingly.

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Table of Contents

PowerExchange for PeopleSoft User Guide for PowerCenter

PowerExchange for PeopleSoft User Guide for PowerCenter

Importing PeopleSoft Source Definitions

Importing PeopleSoft Source Definitions