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Table of Contents

Map Designer
Who Should Read This Documentation
Who Should Read This Documentation
Manual Organization
Getting Started with Map Designer
Essential Features
Building a Transformation
Define Your Source
Delimited ASCII Source
Connecting to a .zip Archive
Define Your Target
Map Your Fields
Define Event Actions
Source Events
Toolbar
Save Your Repository
Transformation Basics
Build and Run a Transformation
Sample Data Files
Sample Data Files
Run Your Transformation
Review Your Log File
View Source and Target Data
Summary
Keep Map Designer Open
Refresh
Transforming a Text File into a Spreadsheet
View the Spreadsheet
Build a Target Field Expression
Build Your Expression
Check Your Target
Change the Target Field Order
Sort the Target File
Review of Basic Transformations
Common Transformations
Properties, Events, Errors, and Log Files
Transformation and Map Properties
Preview
Split a Name Field into Two Fields
View Your Target Data
Change the Source and Target File Types
View Results
Summary
Preview
Global Variables
Reject Records
Filters
Expressions
Range
Sample Size
Field Mapping Wizard
Summary
Combine, Filter, Sort, and Trim
Filter, Trim, Sort, and Clean
Filtering Records
Preview
Combining Data in Append Mode
Create Target
Append Target
Sort and Combine Files Using Append Mode
Review
Events and Actions
Using the AfterTransformation Event
Change Source Programmatically
Preview
Map All View
Build a Conditional Expression
Three or More Source Files
Field Mapping
Preview
Trimming Blank Spaces from Fields
Formatting Phone Numbers
Part One
Part Two
Part Three
Extract Phone Numbers Based on Area Codes
Preview
Where Used Toolbar
Map Designer Learning Resources
Learn More About Map Designer
Intermediate and Advanced Mapping User’s Guide
Samples
Tutorials
Intermediate and Advanced Mapping
Who Should Read This Manual
Who Should Read This Manual
Locating the Information You Need
Procedures List
Features List
Changing Map Designer Defaults
Setting Default Preferences
Setting Connection Preferences
Setting Directory Paths
Changing Fonts
Configuring General Preferences
Setting General Logging Preferences
Setting Run-Time Preferences
Setting Individual Mapping Properties
Configuring Error Logging for a Single Transformation
Setting Map Execution Properties
Configuring Reject Connect Information
Using Code Modules
Configuring External Viewer Properties
Configuring Global Object Variables
System Global Variables
Declaring Arrays and Setting Variable Dimensions
Inserting Date and Time Values
Importing Process Variables
Global Variables Exercise
Setting the Map Version
Configuring the Source or Target Data Viewer Display
Working with Sources
Defining Source Data Types
Specifying Source Properties
Defining Source Field Properties
Creating a Source User-Defined Connection
Changing Source Record Type Layout
Connecting to SQL Sources
Accessing Multiple Sources
Append Mode
Merge Behavior
Writing data to a SQL capable database for subsequent joining
Combining using SQL Join
Combining using ODBC Join
Combining using Consecutive Maps in Update Mode
Combining Files into Multiple Record Type Files
Using ActiveX Data Objects to Connect to Source Files
Example
Combining Multiple Source Files or Tables
Joining Multiple Source Tables
Using a Table Lookup
Using Update Mode
Creating and Using a COBOL Copybook
Guidelines for COBOL Copybooks
Example
REDEFINES in COBOL Copybooks
COBOL Copybook Tutorial
Working with Targets
Defining Target Data Types
Specifying Target Properties
Defining Target Field Properties
Setting Data Type, Size, or Pad Character When Output Mode Is Append
Creating a Target User-Defined Connection
Assigning Target Field Names
Target Output Modes
Available Output Modes
Replace File/Table
Enabling Replace/File Table using a User-defined Target Structure
Enabling Replace/File Table using a Master Target Schema
Append File/Table
Enabling Append File/Table Mode
Setting Field Properties
Update File/Table
Updating ALL Fields Option
Parent/Child Interdependencies
Enabling Update File/Table Mode
Clear and Append File/Table
Enabling Clear and Append Mode
Setting Field Properties
Delete File/Table
Enabling Delete File/Table Mode
Multiple Output
Deleting and Recreating a Table
Specifying Target Keys or Output Mode Options
Adding Primary Key Fields in Update Mode
Adding Primary Key Fields in Delete Mode
Eliminating Duplicate Records
When Output Mode is Replace File/Table
When Output Mode is Append File/Table
Working with an ODBC Data Source
Appending Records Based on a Primary Key Field
Adding a Data Source to ODBC Administrator
Mapping and Manipulating Data
Mapping Data
Mapping All Source Fields to Target Fields
Mapping Source Fields to Target Fields One at a Time
Data Property Options
Options for Text Data Only
Options for Numeric Data Only
Options for Text and Numeric Data
Viewing Test Expression Results
Activating and Deactivating the Test Control Panel
Using the Test Control Panel
Changing the Drag Mode
Transformation Procedures
Reject Records Subsystem
Enabling the Reject Records Subsystem
Creating a Rejected Records File
Writing an Expression using the Reject Function
Writing Connection Strings
Connection String Keywords
Example 1
Example 2
Passing Encrypted Passwords
Sample Encrypted Password
Entering Reject Connection Strings for Command Line Overrides
Rejecting Records using RIFL
Generating Test Data using the Null Connector
Validating Data
Using Validation Logic in Map Designer
Using DJValidator in Process Designer
Using DJValidator as a Stand-alone Utility
Return Codes
Error Message Format
Loop
Segment
Composite
Element
Replicating a Database
When Database Replication Is Not Recommended
Setting Up Validation Rules
Transformation Filters
Specifying Transformation Filters
Order of Precedence of Filters in a Transformation
Transforming Based on a Condition
Comparison Operator
Like Operator
Assignment Operator
Option Evaluate Manual
Filtering Salesforce.com
Event Handling
Transformation Event Handlers
Events
Actions
Order of Event Action Execution
Setting Event and Action Handlers
Event Precedence
Source Event Precedence
Target Event Precedence
Mapping Precedence
Put Precedence
Error Event Precedence
Source General Event Handlers
Target General Event Handlers
Trapping Key Mismatch Errors
Record Type Event Handlers
Data Change Event Management Options
Event Actions
Adding or Editing an Event Action
Event Actions List
Abort Action
Assert Action
ChangeSource Action
Plus Sign Usage in String Syntax
Example 1
Example 2
ChangeTarget Action
Plus Sign Usage in String Syntax
Example 1
Example 2
Example 3
Clear Action
Clear Tree Action
ClearInitialize Action
ClearMap Action
ClearMapInsert Record Action
ClearMapPut Record Action
Create Index Action
Create Table Action
Delete Record Action
Drop Table Action
Execute Action
Insert Record Action
LogMessage Action
LogTargetRecord Action
Map Action
MapInsert Record Action
MapPut Record Action
OnRecordValidationError Event
Put Record Action
Put Tree Action
Put Conditions
QueryStatistic Action
Resume Action
SQL File Action
SQL Statement Action
Terminate Action
TraceOff Action
TraceOn Action
Update Record Action
Upsert Record Action
Validate Record Action
Lookups
Dynamic SQL Lookups
Syntax and Procedure
Example 1
Example 2
Example 3
Example 4
Choosing the Best Lookup Method
Inline ("Search & Replace")
Inline – Methods
Static Flat File
Static Flat File – Methods
SQL Pass-Through
SQL Pass-Through – Methods
Dynamic SQL
Dynamic SQL – Methods
Incore Table Lookup
Incore Table – Methods
Enabling a Lookup Wizard
Enabling the Dynamic SQL Lookup Wizard
Enabling the Incore Lookup Wizard
Enabling the Flat File Wizard
Using Lookup Functions in Expressions
Adding and Removing Lookup Code Modules
Improving Dynamic SQL Lookup Performance
Structured Schemas
Structured Schemas in Map Designer
Creating a Structured Schema from an Existing Schema
Creating a Reusable Schema from the Source Schema or Target Schema Window
Creating a Reusable Schema from Map All Tab
Unlocking a Structured Schema
Creating a Multirecord Type Schema
Copying External Schemas on the Target Tab or Source Tab
Copying External Schemas on the Map All Tab
Copying a Single Record Layout on the Map All Tab
Adding Schemas for Multimode Target Connectors
Setting Up Validation Rules
Multiple Record Types
Copying Multiple Record Type Files Directly
Mapping Fields from Child Layout
Setting Event Actions to Write Out the Records
Defining Target Recognition Rules
Creating Multiple Record Type Schemas
Creating a Target File with Hierarchical Records
Setting Up the Target File
Adding Events and Actions
Creating a Multiple Record Type Target File
Setting up the Target File
Adding Events and Actions
Mapping Multiple Record Types to a Single Record Type
Scheduling Transformations
Scheduling Transformations
Creating a .bat File
Scheduling on Windows using AT
Scheduling on Unix Using Cron
Scheduling on Windows 2000 Professional and Windows XP
Specialty Transformations
Transforming Child Records Without a Key
Forwarding Weekend and Holiday Dates
Writing and Retrieving Information from an External INI File
Transposing Data Records from Horizontal to Vertical Orientation
Using OLE Automation/ActiveX
ADO Object Model
Connection Object
ADO Connection String Examples
Cursor Type Property
Lock Type Property:
Recordset Object
Accessing the MS Outlook Type Library
Using ActiveX
Limitations
Example
Binding
Arrays and Safe Arrays
Optional Parameters
Preferred Method
Integration Querybuilder
Accessing the Integration Querybuilder
Connecting to the Database
Integration Querybuilder SQL Functions
Working in the Relations Pane
Creating Queries on the Relations Pane
Creating a Join in the Relations Pane
Selecting a Field in the Columns Pane
Working in the SQL Pane
Incorporating SQL Functions
Defining SQL Manually
Troubleshooting
Troubleshooting Maps Using Error and Event Log Files
Viewing the Log File
Unlocking the Log File
Troubleshooting Your Transformation Designs
Error Logging
Event Handlers
Error Handling Statements
Error Tracing Actions
Source General Events
Target General Events
Functions for Error Handling
Improving Transformation Design
Choosing a Method
Factors to Consider
Increasing Performance
Hardware
Software
Network Issues
Tools
Integration Engine
Process Designer
Running a Multisource Process
Canceling Long Operations
Correcting Invalid Field Names
Handling a Possible Source Schema Mismatch
Handling a Possible Target Schema Mismatch
Appendix
Transformation Samples
Data File Formats
Structured Formats
Semistructured Formats
Unstructured Formats
Delimited ASCII
Report/Text Formats
Relational Database Management Systems
Unicode 4.0 Support
Component and Database Configuration
Limitations
Character Encodings List
Fuzzy Field Name Matching
Sample File
Example Fuzzy Field Name Match
Limitations of Map Designer
Language
Mixed Environments
Third-Party Middleware
Corrupted Data Formats
New Versions of Data Formats
Getting Started with Extract Schema Designer
Introduction to Data Extractor
Data Extraction Basics
Integrating with the Map Designer
Behind the Scenes
CXL - Content Extraction Language
Upgrading to Data Extractor from a previous version
Feature Segmentation
Transferring Scripts Between Computers
Using Data Extractor
Introduction to Basic Elements
Some Helpful Tips
Finding Logical Record Breaks
Basic Steps in the Process
How to Create a Report File
Reports on a Mainframe
Reports on a PC
Tips for Creating the Report in the Application (not requirements)
Report Limitations
Open a Text File, Report File or URI
To Create a New Extract
URI Support
What Are URIs?
Dealing with URI Limitations
Constructing a Dynamic Pre-Process URL Seek
CLR Script
REBOL
Defining Line Styles
Recognition Rules
Recognized by
Pattern
Relative Position
Exact Line Number
Blank Line
All Undefined Lines
Pattern & Relative Position
Non-Blank Line
Modify a Recognition Rule
How the Data Extractor Builds Recognition Patterns
New Line Style
Auto New Line Style
Suggested Approach - Defining Line Styles
Auto New Line Style
Exact Highlighted Text
Field Tags
Special Characters
Highlight Selected Text in the Data Panel - Single Line
Highlight an Entire Line of Text - Single Line
Other Types of Lines
Line Style Names
Line Action
Types of Data Fields
Fixed Position
Floating Tag
Relative Field Position
Suggested Approach - Defining Data Fields
Field Names
Saving an Extract Script
How to Save an Extract Script
Integrating with Map Designer
Exporting from a Command Line
Define Data Fields
Parse Columnar Data
Parse Columnar w/Heading
Parse on Field Separator
Parse Tagged Data
Parse HTML Tagged Data
Auto New Data Field
New Data Field
Edit Data Field
Delete Data Field
Advanced Options
Tagged Data – Fixed Position
Example
Tagged List Data – Fixed Position
Variable Outer Margins / Fixed Inner Margins
Fixed Left Margin (Field Tags and Data)
Tagged Data – Floating Position
Columnar Data
Highlight Columnar Data – No Heading - Single Line
Highlight Columnar Data – No Heading - Multiple Lines
Example
Highlight Columnar Data – With Heading - Single Line
Highlight Columnar Data – With Heading - Multiple Lines
Example
Other Types of Data
Highlight Selected Text in the Data Panel - Single Line - w/Continuation Rule
Header Lines
Footer Lines
Extract Tuning Tips
Exploring the Screens
Tool Bar Buttons
Extract Manager Window
Extract Script Designer
Line Style Column
Data Panel
Vertical Splitter Bar
Cursor Position Boxes
Field Name Indicator
Mouse Position Box
Hex and Decimal Value Box
Debug Extract Design Window
Debug Selection
Show Text Lines
Debug Filters
Search Text
Buttons
ACCEPT Record Definition Window
Accept Record Reorder
Record Browser Window
Rec No.
Display
Multi-Record Browser
Pattern Builder Window
Edit
Type
Value
Count
Begin
End
Line Order for Extract Window
All Fields Window
Field Names
Line Style Names
Accept Record
Edit Fields Window
Export Field Order Window
Field Name
Position
Suppressed
Length
Find Text
Search Text
Search Direction
Forward
Backward
Case Sensitive
Match Partial
Buttons
Source Options Window
Extract Design Choices
Tag Separator
Column Separator
Flush Field Contents on Accept default
Do Accept at End
Skip First Accept
Trim Leading and Trailing Spaces
Comparisons with Numbers
Display Choices
Source Sample
Padding
Symbols
Graph Paper
Options
File Properties
Text File/URL
Line Separator
Field Separator
Printer Emulation
Printer Emulation
Tab Expansion
Character Set
Code Page
Character Filters
Reset Defaults
Filter Non-Print
External Viewer
Menus for the External Viewer
File Menu
Source Menu
Line Menu
Field Menu
Tools Menu
Preferences Menu
Window Menu
Help Menu
Shortcut Menus
Shortcut Menu - Line Style Column
Parse Columnar Data
Parse Columnar w/Heading
Parse on Field Separator
Clear Data Fields
Auto New Line Style
New Line Style
Edit Line Style
Delete Line Style
Assign Fields to Record Layout
XML/HTML Parse
HL7 Parse
SWIFT Parse
EDI Parse
LDIF Parse
Define Line Style
Auto New Line Style
New Line Style
Append Line Pattern
Edit Line Style
Delete Line Style
Shortcut Menu - Data Panel
Define Data Fields
Defining Data Fields
Parse Standard Data
XML/HTML Parse
Mailing Labels
Line Style Definition Window
Line Style Name
Recognized by
All Undefined Lines
Line Recognition Rules
All Lines
All Lines
All Undefined Lines
Blank Line
Exact Line Number
Pattern
And/Or
Search What?
Operator
Look For?
Begin (line or column)
End (line or column)
Relative Position
Line Count
Operator
Base Line
Pattern & Relative Position
Type
Non-Blank Line
Line Action
Line's Fields
Negative Relative Position Limitations
Field Definition Window
Edit Menu Option
End Rule
Continuation
Buttons
Data Collection/Output
Decimal and Hexadecimal Values
Decimal and Hexadecimal Values
Glossary
Application
ASCII
ASCII Data
Blank field
Check box
Column headings
Command
Data
Default
Delimited ASCII data
Dialog box
Drop-down list box
Field
Field size
Field value
File
Header
Hex Value
Highlight
Icon
List box
Main menu
Prompt
Record
String
Tool bar
Trailing blanks or spaces
Browsing Data Files
Introduction
Main Toolbar Options
Using Data Viewer
Browsing Data Files
Specifying Source Properties
Source Structured Schema
Right-Click Menu Commands
Group Common Fields/UnGroup Common Fields
Collapse Common Fields/Expand All Fields
Find Text