ER/Studio - Embarcadero Technologies Product Documentation
ER/Studio - Embarcadero Technologies Product Documentation ER/Studio - Embarcadero Technologies Product Documentation
TUTORIALS > DOCUMENTING DATA LINEAGE Page 1 - Please select where you would like to import the source metadata from • From a Repository based DM1 file: Lets you obtain source from data models and Named Releases managed within the ER/Studio Repository. When you select this option, ER/Studio opens the Repository Operation Status dialog box and the Get From Repository dialog box. This process connects to the current Repository Server defined in the Repository settings. The Import Source wizard automatically gets the diagram. • From an SQL file ER/Studio imports the SQL file. • Compare against a live database: If you select this option, a page appears where you can select the database and connection type. The connection type can be either ODBC or Native/Direct Connection. For information about connecting to databases, including troubleshooting information, see Connecting to Database Sources and Targets. • Comparison Quick Launch: The Compare Quick Launch data is saved as an *.rvo file. For information on using the Quick Launch option in the wizard, see Saving and Using Quick Launch Settings. Page 5 - Results • Current and Target Model Display Grid: Between the Source and Target models is a Resolution column. The default merge decision is Merge the data into the new source file. You can click on any item in the Resolution column to enable the decision list. If you want to change the decision, click the list and then click the new resolution. When you change the default resolution of an object, the decisions of their dependent properties and objects are automatically updated. You can also click the category folders, like the Tables Resolution column to change all the decisions for all the underlying objects in that object category. And, you can use the CTRL key to select multiple items, and then right click to enable the decision list. • SQL DIfference: To enable the SQL Difference utility, select any difference that is a long text field, such as a Definition, Note, or DDL, and then click SQL Difference to view the differences between the SQL of the models. This utility only allows you to view the differences; difference resolutions are performed on the Results page of the Compare and Merge Utility. • Filter Report on Results: Create a report of the source content and your chosen resolutions. You can choose to create an HTML or an RTF report. General tab TIP: You can modify the default display using the options at the bottom of the page. • General Properties • Name: The name you give it here will be displayed as a data source in the physical model. • Type: Select the source/target type. This setting affects available options in the Connectivity group. For example, select Relational for a DBMS such as MySQL. • Connectivity Properties • Host, Server/Service, Port: For connecting to an external DBMS. For an existing ER/Studio physical model, leave blank. • DBMS Type, Version, Location/Path, File Type, Encoding: These settings depend on the Type selected above. Model Usage tab This is a read-only display of the source or target defined on the General tab. Ensure that it matches your intentions. EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 368
TUTORIALS > DOCUMENTING DATA LINEAGE Creating a Data Lineage and Transformation Visualization 1 To create the data source or transformation input tables, expand Data Sources > Local Models > Logical > Entities and then drag and drop the Broker and Investment tables onto the Data Lineage window. 2 To create the data target or transformation output tables, navigate to Data Sources > Local Models > GIM_DW and then drag and drop the Broker table onto the Data Lineage window. 3 To obtain the Transformation insertion tool, right-click an empty space in the Data Lineage window and then click Insert Transformation. 4 To insert the transformation, click in the Data Lineage window between the source and target data sources and then right-click to drop the Transformation Insertion tool. 5 Reposition and resize the transformation object to suit your needs. 6 Right-click an empty space of the Data Lineage window and then click Insert Data Stream. TIP: Transformation and Data Flow tools are also available on the toolbar. Mouse over the tools to find the tool you need. 7 Click an input and then click the transformation object. Repeat as many times as necessary to link all the inputs to the transformation object. EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 369
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TUTORIALS > DOCUMENTING DATA LINEAGE<br />
Creating a Data Lineage and Transformation Visualization<br />
1 To create the data source or transformation input tables, expand Data Sources > Local Models > Logical ><br />
Entities and then drag and drop the Broker and Investment tables onto the Data Lineage window.<br />
2 To create the data target or transformation output tables, navigate to Data Sources > Local Models > GIM_DW<br />
and then drag and drop the Broker table onto the Data Lineage window.<br />
3 To obtain the Transformation insertion tool, right-click an empty space in the Data Lineage window and then click<br />
Insert Transformation.<br />
4 To insert the transformation, click in the Data Lineage window between the source and target data sources and<br />
then right-click to drop the Transformation Insertion tool.<br />
5 Reposition and resize the transformation object to suit your needs.<br />
6 Right-click an empty space of the Data Lineage window and then click Insert Data Stream.<br />
TIP: Transformation and Data Flow tools are also available on the toolbar. Mouse over the tools to find<br />
the tool you need.<br />
7 Click an input and then click the transformation object. Repeat as many times as necessary to link all the inputs<br />
to the transformation object.<br />
EMBARCAD<strong>ER</strong>O TECHNOLOGIES > <strong>ER</strong>/STUDIO® 8.0.3 US<strong>ER</strong> GUIDE 369
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