ER/Studio - Embarcadero Technologies Product Documentation
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ER/Studio - Embarcadero Technologies Product Documentation

ER/Studio - Embarcadero Technologies Product Documentation ER/Studio - Embarcadero Technologies Product Documentation

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USING ER/STUDIO > DOCUMENTING DATA EXTRACTION, TRANSFORMATION, AND LOAD Attachments tab Bind an external piece of information, or attachment to the transformation. You can also remove an attachment from an object, override an attachment binding’s default value, or change the position of a bound attachment. To override the value of the attachment you have moved to the Selected Attachments grid, double-click the Value field of the target attachment. ER/Studio opens the Value Override Editor or a list depending on the attachment datatype. Attachments are created in the Attachments folder of the Data Dictionary and must be applied to the default before they will display on this tab. See Also Data Lineage Workflow Documenting Table/Entity Data ETL Use the Data Lineage tab of the entity or table editor to document how often the table/entity data is sourced and when it was last sourced. Once you have created data movement rules in the Data Lineage Explorer, you can apply these rules to the selected table/entity. You can associate as many data movement rules as you want to the table/entity. You can report data movement rules when creating reports, generating SQL or XML Schema, or Metadata is exported. Document table data movement 1 From the Data Model tab, navigate to and then double-click the table/entity whose data lineage you want to document. 2 In the Table Editor, click the Data Lineage tab. 3 Complete the Data Lineage dialog as required and then click OK to exit the editor. See Also Data Lineage Workflow Documenting Column/Attribute ETL At the column/attribute level, you can document how data is transformed as it moves from one system to another, by adding transformation logic for source/target attribute mapping. You can map multiple source/targets to one column/attribute in the physical/logical model. You can register the same source/target or physical model more than once for a given physical model. For example, in the Adventure Works.dm1 model, you can register the Adventure Works physical model to the Adventure Works DW physical model as a direct source AND direct target if the data warehouse is used for analytical reporting and to perform some data cleansing. Additionally, you can also register the Adventure Works physical model to the Adventure Works DW physical model as both a secondary source and direct source. Document column/attribute data sources 1 From the Data Model tab, navigate to and then double-click the table/entity whose data lineage you want to document. 2 In the table/entity editor, select the column or attribute to document and then click the Data Lineage tab. 3 Click the Direct Sources tab. 4 Click Edit. EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 248

USING ER/STUDIO > SAVING AND USING QUICK LAUNCH SETTINGS 5 In the Edit Source/Target Mappings dialog, select from the list of sources to map to your target and edit the transformation logic accordingly. TIP: A description is optional, but a very good engineering practice vital to maintainability. 6 Continue in the same manner as above, to map secondary sources, and direct and secondary targets. 7 Click OK to exit the editor. Saving and Using Quick Launch Settings To improve efficiency when performing repetitive tasks, Quick Launch lets you save settings and selections for select ER/Studio wizards and utilities for later reuse. You can save settings in separate files for each of the following wizards and utilities • Compare and Merge • DDL Generation • Model Validation • Naming Standards • Reports, Reverse Engineering • Reverse Engineering • Submodel Synchronization • XML Schema Generation Save Quick Launch Settings to a File 1 On the last page of the wizard or utility, deselect Use file-based Quick Launch settings. 2 Click Save As. 3 Enter a name for the quick launch settings file. 4 Click OK. Use Quick Launch Settings from a File 1 Select Use file-based Quick Launch settings. 2 Click Load File. EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 249

USING <strong>ER</strong>/STUDIO > SAVING AND USING QUICK LAUNCH SETTINGS<br />

5 In the Edit Source/Target Mappings dialog, select from the list of sources to map to your target and edit the<br />

transformation logic accordingly.<br />

TIP: A description is optional, but a very good engineering practice vital to maintainability.<br />

6 Continue in the same manner as above, to map secondary sources, and direct and secondary targets.<br />

7 Click OK to exit the editor.<br />

Saving and Using Quick Launch Settings<br />

To improve efficiency when performing repetitive tasks, Quick Launch lets you save settings and selections for select<br />

<strong>ER</strong>/<strong>Studio</strong> wizards and utilities for later reuse. You can save settings in separate files for each of the following wizards<br />

and utilities<br />

• Compare and Merge<br />

• DDL Generation<br />

• Model Validation<br />

• Naming Standards<br />

• Reports, Reverse Engineering<br />

• Reverse Engineering<br />

• Submodel Synchronization<br />

• XML Schema Generation<br />

Save Quick Launch Settings to a File<br />

1 On the last page of the wizard or utility, deselect Use file-based Quick Launch settings.<br />

2 Click Save As.<br />

3 Enter a name for the quick launch settings file.<br />

4 Click OK.<br />

Use Quick Launch Settings from a File<br />

1 Select Use file-based Quick Launch settings.<br />

2 Click Load File.<br />

EMBARCAD<strong>ER</strong>O TECHNOLOGIES > <strong>ER</strong>/STUDIO® 8.0.3 US<strong>ER</strong> GUIDE 249

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