You can complete the following tasks in each Designer tool:
You can also view object dependencies in the Designer.
Adding a Repository
To edit a repository object, first add a repository in the Navigator so you can access the repository object. To add a repository in the Navigator, click Repository > Add. Use the Add Repositories dialog box to add the repository.
Printing the Workspace
To print the workspace:
You can also right-click the workspace and choose Print.
Setting up the Workspace Printout
To specify a header and a footer for the workspace print out:
Previewing the Workspace Print Out
To preview the workspace before you print:
Viewing the Last Saved Date/Time
You can view the date and time an object was last saved in the repository. To view the “Last Saved” date and time, select the object in the Navigator and click View > Properties.
Note:Sources do not have a “Last Saved” date and time.
For Windows, use the Regional Settings in the Control Panel to configure the “Last Saved ” date and time format.
Opening and Closing a Folder
Double-click a folder to open a folder and tool at the same time. When you double-click the folder, the Designer opens the folder in the Navigator and displays the last tool that was active within the folder.
You can also select a folder and then choose a tool to open a workspace. If you select the Reload Tables/ Mappings When Opening a Folder option, the Designer also displays the las objects open when using that tool.
For example, if you close a folder with the Source Analyzer active, the next time you open the folder using the Open Folder button, the Designer displays the Source Analyzer.
To close a folder:
To create a shortcut to an object in a shared folder, drag the object into the destination folder or into the mapping. For example, to create a shortcut to a source, drag the source from the shared folder into the mapping you have open in the workspace. You can also create a shortcut by dropping the source into the destination folder. To use the new shortcut, drag it into the workspace.
You can create a shortcut to a shared folder in the same repository. You can also create a shortcut in a local repository that points to a shared folder in the global repository, as long as both repositories are in the same domain.
As with copying objects, the destination folder must be open.
Note:You cannot create shortcuts to objects in non-shared folders.
Checking Out and In Versioned Objects
When you work with versioned objects, you must check out an object to modify it, and save it to commit changes to the repository. Checking in an object adds a new version to the object history. You must check in the object to allow other users to make changes to it.
Searching for Objects
Use an object query to search for objects in the repository that meet specified conditions. When you run a query, the repository returns results based on those conditions. You may want to create an object query to complete the following tasks:
To create an object query, click Tools > Queries to open the Query Browser.
From the Query Browser, you can create, edit, and delete queries. You can also configure permissions for each query from the Query Browser. You can run any query for which you have read permissions from the Query Browser.
Entering Descriptions for Repository Objects
You can enter descriptions and comments for each repository object. You can enter a maximum number of characters equal to 2,000 bytes/K. K is the maximum number of bytes a character contains in the selected repository code page. For example, if the repository code page is a Japanese code page where K=2, each description and comment field lets you enter up to 1,000 characters.
Viewing and Comparing Versioned Repository Objects
You can view and compare versions of objects. If an object has multiple versions, you can find the versions of the object in the View History window. In addition to comparing versions of an object in a window, you can view the various versions of an object in the workspace to graphically compare them.
Rules and Guidelines for Viewing and Comparing Versioned Repository Objects
Use the following rules and guidelines when you view older versions of objects in the workspace:
Viewing an Older Version of a Repository Object
To open an older version of an object in the workspace:
Note:An older version of an object is read-only, and the version number appears as a
prefix before the object name. You can simultaneously view multiple versions of a non- composite object in the workspace.
Comparing Versions of a Repository Object
To compare two versions of an object:
To compare a version of the object with the previous version, select a version and click Compare > Previous Version.
A window appears where you can view detailed information about both versions of the object.
Note:You can also access the View History window from the Query Results window
when you execute a query.
Reverting to a Previous Object Version
When you edit an object in the Designer, you can revert to a previously saved version, undoing changes you entered since the last save. You can revert to the previously saved versions of multiple objects at the same time.
To revert to a previously saved version of an object:
The Designer removes all changes entered since the last time you saved the object.
Copying Designer Objects
You can copy Designer objects within the same folder, to a different folder, or to a different repository. You can copy any of the Designer objects such as sources, targets, mappings, mapplets, transformations, and dimensions. You must open the target folder before you can copy objects to it.
Use the Copy Wizard in the Designer to copy objects. The Copy Wizard checks for conflicts in the target folder and provides choices to resolve the conflicts. For example, if an item already exists in the target folder, a description of the problem displays in the screen. The Copy Wizard displays possible resolutions. For a duplicate object, you can rename, reuse, replace, or skip copying the object.
To configure display settings and functions of the Copy Wizard, click Tools > Options in the Designer.
You can import objects from an XML file through the Import Wizard in the Designer.
The Import Wizard provides the same options to resolve conflicts as the Copy Wizard.
Copying Mapping Segments
You can copy segments of mappings and mapplets when you want to reuse a portion of the mapping logic. A segment consists of one of more objects in a mapping or mapplet. The objects can be sources, targets, shortcuts, transformations, and mapplets. To copy mapping segments, select and copy the segments from one mapping and paste them into a target mapping. You can paste segments of mappings or mapplets into an empty mapping or mapplet workspace. You can also copy segments across folders or repositories.
To copy a segment of a mapping or mapplet:
You can select multiple objects. You can also select segments by dragging the pointer in a rectangle around objects in the workspace.
Copying Objects as an Image
In the Designer workspace, you can copy an image of objects such as mappings or transformations to the Clipboard. You can then paste the image file into the workspace of any application that uses graphics.
To copy objects in the Designer workspace as an image:
If you choose to show iconized mappings, the copied image does not show mapping links. You can copy the mapping links by selecting them manually.
You can also Ctrl-click to select individual objects. However, if you use this method to select objects, the copied image does not show mapping links.
For example, you can paste the image into a Microsoft Word document.
Exporting and Importing Objects
To export an object to an XML file, right-click the object and choose Export Objects in the Designer. The Designer saves all necessary information to import that object back into a repository.
To import an object from an XML file in the Designer, click Repository > Import Objects.
Working with Multiple Ports or Columns
In all Designer tools, you can move or delete multiple ports or columns at the same time.
To select consecutive ports or columns:
To select individual ports or columns, hold down the Ctrl key and click each port or column using the row header number you want to move or delete.
Note:When you select multiple ports or columns, the Designer disables add, copy, and paste.
You can rename ports in sources, targets, and transformations. To rename a port in a source, target, or transformation, double-click the port, and type in the new name. The Designer propagates the new name to the mappings and mapplets that use this source, target, or transformation. You can rename ports in the following Designer tools:
Using Shortcut Keys
When editing a repository object, use shortcuts on the Ports or Columns tab.
The following table lists the Designer shortcuts:
Using The Designer
Working With Sources
Working With Flat Files
Working With Targets
Mapping Parameters And Variables
Working With User-defined Functions
Using The Debugger
Viewing Data Lineage
Managing Business Components
Creating Cubes And Dimensions
Using The Mapping Wizards
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