PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

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Update Strategy in PowerExchange for Microsoft Dynamics CRM

You can configure the update strategy for a Microsoft Dynamics CRM with the target session properties and treat source rows as source session property.

By default, the PowerCenter Integration Service updates target tables based on key values. You can override the default UPDATE statement for each target in a target definition.

You can set the following update strategy options:

Inserts: If you treat source rows as inserts, select Insert for the target option. When you enable the Insert target row option, the PowerCenter Integration Service ignores the other target row options and treats all rows as inserts. If you disable the Insert target row option, the PowerCenter Integration Service rejects all rows.
Deletes: If you treat source rows as deletes, select Delete for the target option. When you enable the Delete target option, the PowerCenter Integration Service ignores the other target-level row options and treats all rows as deletes. If you disable the Delete target option, the PowerCenter Integration Service rejects all rows.
Updates: If you treat source rows as updates, the behavior of the PowerCenter Integration Service depends on the target options you select.

The following table describes how the PowerCenter Integration Service loads the target when you configure the session to treat source rows as updates:

Data Driven
PowerCenter Integration Service Behavior

Insert

If enabled, the PowerCenter Integration Service uses the target update option (Update as Update, Update as Insert, or Update else Insert) to update rows.

If disabled, the PowerCenter Integration Service rejects all rows when you select Update as Insert or Update else Insert as the target-level update option.

Update as Update
PowerCenter Integration Service updates all rows as updates.

Update as Insert
PowerCenter Integration Service updates all rows as inserts. You must also select the Insert target option.

Update else Insert
PowerCenter Integration Service updates existing rows and inserts other rows as if marked for insert. You must also select the Insert target option.

Delete
PowerCenter Integration Service ignores this setting and uses the selected target update option.
Data Driven: If you treat source rows as data driven, you use an Update Strategy transformation to specify how the PowerCenter Integration Service handles rows. However, the behavior of the PowerCenter Integration Service also depends on the target options you select.

The following table describes how the PowerCenter Integration Service loads the target when you configure the session to treat source rows as data driven:

Data Driven
PowerCenter Integration Service Behavior

Insert

If enabled, the PowerCenter Integration Service inserts all rows flagged for insert. Enabled by default.

If disabled, the PowerCenter Integration Service rejects the following rows:
Rows flagged for insert
Rows flagged for update if you enable Update as Insert or Update else Insert

Update as Update
PowerCenter Integration Service updates all rows flagged for update. Enabled by default.

Update as Insert
PowerCenter Integration Service inserts all rows flagged for update. Disabled by default.

Update else Insert
PowerCenter Integration Service updates rows flagged for update and inserts remaining rows as if marked for insert.

Delete

If enabled, the PowerCenter Integration Service deletes all rows flagged for delete.

If disabled, the PowerCenter Integration Service rejects all rows flagged for delete.

Data Driven	PowerCenter Integration Service Behavior
Insert	If enabled, the PowerCenter Integration Service uses the target update option (Update as Update, Update as Insert, or Update else Insert) to update rows. If disabled, the PowerCenter Integration Service rejects all rows when you select Update as Insert or Update else Insert as the target-level update option.
Update as Update	PowerCenter Integration Service updates all rows as updates.
Update as Insert	PowerCenter Integration Service updates all rows as inserts. You must also select the Insert target option.
Update else Insert	PowerCenter Integration Service updates existing rows and inserts other rows as if marked for insert. You must also select the Insert target option.
Delete	PowerCenter Integration Service ignores this setting and uses the selected target update option.

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Table of Contents

PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

Update Strategy in PowerExchange for Microsoft Dynamics CRM

Update Strategy in PowerExchange for Microsoft Dynamics CRM