Written by: Sumit Jain
After working extensively on Informatica Cloud, I have collected some to dos and guidelines of the Informatica Cloud product. You may know them before hand, but I thought to compile a list and share it with a wider audience:
1. Create a Naming Conventions document detailing the standard naming conventions for different types of Connections, Tasks, Taskflows and schedules within Informatica Cloud. All the developers should rigorously follow these naming conventions. It has been observed that when multiple people are working simultaneously, they tend to follow their own naming standards and at the end, there are lot of tasks and it is very difficult to identify tasks and administrator has to spend a good amount of time identifying the correct tasks.
2. Add meaningful description to all your tasks, connections, taskflows and schedules in such a way that they convey the purpose of their use and thus do not create confusion to other users.
3. The machine the Informatica Cloud Secure Agent runs on must always be on. It must not be in a sleep mode or in “idle”. This might be indicated when the Agent status fluctuates between an active/inactive state. Make sure this computer is on or re-install the agent on a computer that stays on continuously.
4. If you are using the CSV files as source or target, make sure that you match up the date format in the associated connection for flat files, by dropping down the Date Format list and choosing the matching format.
And If there isn’t a matching format in the drop down list, then you will need to explicitly format the date in Step 5 of Data Synchronization task by using a transformation function called TO_DATE.
5. If there is a requirement of performing a lookup on Salesforce objects, then do not create a direct lookup. A direct lookup on Salesforce object will call the Salesforce object for each record processed and thus performance will decrease considerably. Instead, write the data of Salesforce object in a flat file and then use the flat file for doing the lookup.
6. For incremental processing, use the “$LastRunTime” and “$LastRunDate” variables in conjunction with a source field of “date” type. Informatica Cloud supports and maintains these variables automatically. For example, if your source has a field called LASTMODIFIEDDATE, you could set up your filter such that LASTMODIFIEDDATE > $LastRunTime. If your schedule then runs the task on a daily basis, that means each day you will only have to deal with the new/changed records from the previous day, instead of worrying about ALL records.
7. If the Informatica Cloud Secure Agent is running on a linux or unix server, it will not support MS SQL Server as source or target.
8. In a multi-user environment where the number of tasks to be created is very high, create Views based on logical groups for viewing similar group task in a single task view. Similarly you can create views for connection and taskflows.
9. SYSDATE is the current datetime you can use to denote the current date and time.
10. Use logical operators like IIF and DECODE to encode conditional logic in the expression in Step 5 of Data Synchronization task.
What are some of your best practices?
Please share with us on the comment section below.