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Home   »  Workload Assessment   »  Understanding Insights and Recommendations   »  ETL  »  Informatica BDM Assessment Report

Informatica BDM Assessment Report

This topic contains information about the Informatica BDM assessment report. The input format for the Informatica BDM assessment is XML or PRM.

In This Topic:

  • Highlights
    • Summary
    • Complexity (Across Workflows)
  • Analysis
    • Applications
    • Projects
    • Workflows
    • Folders
    • Mappings
  • Lineage
  • Downloadable Reports
    • Insights and Recommendations
    • Source Inventory Analysis
    • Lineage Report


Highlights

The highlights section gives you a high-level overview of your assessment summary based on the analysis of the selected ETL scripts. It includes a summary as well as complexity details of the source input files.

Summary

This section summarizes the input from Informatica BDM scripts, including the number of files, projects, folders, and so on.

  • Files: Displays the number of input source files.
  • Projects: Displays the number of projects in the source files. Projects contain information about the objects such as folders.
  • Folders: Displays the number of folders. Folders are available in projects which help to store and organize data such as workflows, mappings, etc.
  • Applications: Displays the number of applications.
  • Workflows: Set of instructions to perform various actions.
  • Mappings: Describes the flow of data between source and target.
  • Queries: Displays the number of queries.

Complexity (Across Workflows)

This section provides a summarized graphical representation of Informatica BDM workflows based on a detailed complexity assessment. This information is required to make various decisions, including migration planning, and estimating budget.


Analysis

This topic provides a detailed examination of applications, projects, workflows, folders, and mappings.

Applications

This section provides a comprehensive report of the applications in the source files. It includes information about the ID of applications and features, feature names, and types of features such as mapping.

  • Application Name: Displays the name of the applications.
  • Application ID: Displays the ID of the applications.
  • Feature Name: Displays the name of the features.
  • Feature ID: Displays the unique ID of the features.
  • Feature Type: Displays the feature types in the application such as mapping, workflow.

Projects

This section provides a comprehensive summary of the projects in the source files. It includes information about the objects in each project.

  • Project Name: Displays the name of the projects.
  • Project ID: Displays the unique id of the projects.
  • Object Name: Displays the name of the objects in the projects.
  • Object ID: Displays the unique id of the objects.
  • Object Type: Objects are the child components of the projects. It provides information about the object types such as folders.

Workflows

This section provides a comprehensive summary of the tasks in every workflow. It includes information about the mapping tasks, complexity, folders, and so on.

  • Workflows Name: Displays the name of the workflows.
  • Mapping Task: Displays the number of specific tasks from mappings that belong to the Mapping Task category.
  • Complexity: Displays the workflow complexity.
  • Folder: Displays the associated folder.
  • Total Row: Displays the total number of rows.
  • Total Transformations: Displays the count of transformations.
  • Total Task: Displays the total number of tasks.
  • Custom Transformations: Displays the total number of custom transformations.
  • Variables: Displays the count of variables.
  • Expression Length: Displays the length of expression.
  • Expression: Displays the count of expressions.

Folders

This section provides a comprehensive summary of the objects in every folder. It lists all the folders along with the objects, object types, and so on.

  • Folder Name: Displays the name of the folders.
  • Folder ID: Displays the unique ID of folders.
  • Object Name: Displays the name of the objects.
  • Object ID: Displays the unique id of objects.
  • Object Type: Displays the types of objects such as mapping, workflow.

Mappings

This section provides a comprehensive summary of mappings including aggregators, expressions, filters, sources, targets, and so on.

  • Mapping Name: Displays the name of the mappings.
  • Aggregator: Displays the count of the aggregator transformation components.
  • Expression: Displays the count of the expression.
  • Filter: Displays the count of filters in the mapping files.
  • Source: Displays the count of the sources.
  • Target: Displays the count of the targets.
  • Total Transformation: Provides the count of transformations.
  • Joiner: Displays the count of the joiner transformation components.
  • Lookup: Displays the count of the Lookup transformation components.
  • Rank: Displays the count of the rank transformation components.
  • Sorter: Displays the count of the sorter transformation components.
  • Uniontx: Displays the count of the uniontx transformation components.
  • Variables: Displays the count of variables.


Lineage

End-to-end data and process lineage identify the complete dependency structure through interactive and drill-down options to the last level.

Typically, even within one line of business, multiple data sources, entry points, ETL tools, and orchestration mechanisms exist. Decoding this complex data web and translating it into a simple visual flow can be extremely challenging during large-scale modernization programs. The visual lineage graph adds tremendous value and helps define the roadmap to the modern data architecture. It deep dives into all the existing flows, like Autosys jobs, applications, ETL scripts, BTEQ/Shell (KSH) scripts, procedures, input and output tables, and provides integrated insights. These insights help data teams make strategic decisions with greater accuracy and completeness. Enterprises can proactively leverage integrated analysis to mitigate the risks associated with migration and avoid business disruption.

Now, let’s see how you can efficiently manage lineage.

To view the required lineage:

  1. Select either the Process or Data tab.
  2. Enter the keywords in the Search Keywords field.
  1. Click the Search icon to generate the lineage.

Process lineage illustrates the dependencies between two or more processes such as files, jobs, etc., whereas data lineage depicts data flow between two or more data-holding components such as entities, flat files, etc. 

In addition, the filter search icon allows you to include or exclude particular nodes to obtain the required dependency structure. You can also choose the direction of the lineage. By default, the Dependency Direction is Left to Right Hierarchy. You can also choose Right to Left Hierarchy or Bidirectional dependency directions as required. Moreover, you can also increase the Hierarchy Levels to nth level.

Lineage facilitates you visualize how your selected nodes are connected and depend on each other. The nodes and their connecting edges (relationships) help you to understand the overall structure and dependencies.

Nodes Edges
Tables Call
File Read
Job Execute
Autosys Box Write
Script OTHER
Application
Mapping

Manage Lineage

This feature enables you to view and manage your lineage. You can add, modify, or delete nodes and their relationships to generate an accurate representation of the required dependency structure. There are two ways to update the lineage: either using Complete Lineage report or Lineage Template.

Using Complete Lineage report

Follow the below steps to modify the lineage:

  1. Click the Manage Graph icon.
  1. Click Download Complete Lineage to update, add, or delete the nodes and their relationships in the current lineage.
    1. Once the complete lineage report is downloaded, you can make necessary updates such as updating, deleting or adding the nodes and its relationships.
    2. After making the required changes, upload the updated lineage report in Upload to Modify Lineage.
    3. Click Apply to incorporate the updates into the dependency structure.
    4. Generate the required process or data lineage.

    Using Lineage Template

    Follow the below steps to add new nodes and their relationships to the current lineage report:

    1. Click the Manage Graph icon.
    1. Click Download Lineage Template.
    1. Once the lineage template is downloaded, you can add new nodes and relationships in the template.
    2. After making the required changes, upload the template in Upload to Modify Lineage.
    3. Click Apply to incorporate the updates into the complete dependency structure.
    4. Generate the required process or data lineage.

    Important

    To effectively manage lineage, you must adhere to the following rules:

    • Do not modify the column headers or their order in the Complete Lineage report or the Lineage template. The following are the column headers: source_name, source_type, target_name, target_type, relation_type, and database_id.
    • When deleting a row, retain the value in the database_id column and clear all the other column values.
    • When inserting a row, add all the column values except in the database_id column.
    • When updating a row, ensure that all the columns have relevant data.

    You can also apply:

    FeatureIconUse
    FilterUsed to filter the lineage.
    ReloadAssists in reloading graphs.
    SaveUsed to save the lineage.
    DownloadUsed to download the file.
    ExpandUsed to enlarge the screen.


    Downloadable Reports

    Downloadable reports allow you to export detailed assessment reports of your source data which enables you to gain in-depth insights with ease. To access these assessment reports, click Reports.

    Types of Reports

    In the Reports section, you can see various types of reports such as Insights and Recommendations, Source Inventory Analysis, and Lineage reports. Each report type offers detailed information allowing you to explore your assessment results.

    Insights and Recommendations

    This report provides an in-depth insight into the source input files. It contains the final output including the details of queries, complexity, workflows, mappings, and so on.

    Here, you can see the informaticaBDMReporter folder and the Lineage Dependency Report.xlsx.

    Lineage Dependency Report.xlsx: This report contains information about lineage. It includes information about used and impacted tables, views, files, direct dependencies, dependency hierarchy and more.

    his report contains the following information:

    • view_report: Provides information about the views.
    • script_report: Provides information about lineage.

    Detailed Informatica BDM Assessments Reports

    To access a detailed assessment report, open the InformaticaBDMReporter folder.

    InformaticaBDMSummary.xlsx: This report provides insights about the source inventory. It helps you plan the next frontier of a modern data platform methodically. It includes information about mappings, workflows and applications.

    This report contains the following information:

    • Report Summary: Provides information about all the generated artifacts.
    • Volumetric Info: Presents a summary of the aggregated inventory after analyzing the source files. For instance, it provides total number of files, projects, folders, applications, workflows, mappings, and queries.
    • Mapping Summary: Lists all the mappings along with complexity and statistical information about transformations, components, expressions, and a lot more.
    • Workflow Summary: Lists all the workflows existing in the Informatica BDM files. It also provides complexity and statistical information about tasks, mappings, expressions, length of expressions, and a lot more.
    • Application Summary: Lists all the applications along with the count of mappings, transformations, expressions, length of expressions, and a lot more.

    Browse through the query folder to access Query.csv report.

    Query.csv: This report provides information about queries including the used and impacted tables, analyzed status, complexity, and more. If the analyzed status is Analyzed, it indicates that the query is analyzed successfully. Conversely, a Not Analyzed status indicates that the query is not analyzed.

    Source Inventory Analysis

    It is an intermediate report which helps to debug failures or calculate the final report. It includes all the generated CSV reports.

    DataDetails.csv: Provides information about source data including mappings, transformations, tables, and more.

    EntitySummary.csv: Provides information about entities along with its type and frequencies.

    invalid_query.csv: This report lists all the invalid queries.

    Query.csv: This report provides information about queries including the used and impacted tables, analyzed status, complexity, and more. If the analyzed status is Analyzed, it indicates that the query is analyzed successfully. Conversely, a Not Analyzed status indicates that the query is not analyzed.

    WorkflowMappingDetails: Provides information about workflows mappings.

    Lineage Report

    This report provides complete dependency details for all nodes. It provides an end-to-end data and process lineage that helps to identify the complete dependency structure and the data flow.

    This report contains the following information:

    • Dependency (Process): Provides information about the process lineage.
    • Dependency (Data): Provides information about the data lineage.
    • Nodes: Lists all the source and target nodes along with its type.
    • Volumetric Info (Summary): Provides volumetric information about the artifact types such as input tables, output tables, and schedulers.


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