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Oracle® Fusion Middleware Developer's Guide for Oracle Data Integrator
11g Release 1 (11.1.1)

Part Number E12643-06
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19 Working with Version Management

This chapter describes how to work with version management in Oracle Data Integrator.

Oracle Data Integrator provides a comprehensive system for managing and safeguarding changes. The version management system allows flags on developed objects (such as projects, models, etc) to be automatically set, to indicate their status, such as new or modified. It also allows these objects to be backed up as stable checkpoints, and later restored from these checkpoints. These checkpoints are created for individual objects in the form of versions, and for consistent groups of objects in the form of solutions.

Note:

Version management is supported for master repositories installed on database engines such as Oracle, Hypersonic SQL, and Microsoft SQL Server. For a complete list of certified database engines supporting version management refer to the Platform Certifications document on OTN at: http://www.oracle.com/technology/products/oracle-data-integrator/index.html.

This chapter includes the following sections:

19.1 Working with Object Flags

When an object is created or modified in Designer Navigator, a flag is displayed in the tree on the object icon to indicate its status. Table 19-1 lists these flags.

Table 19-1 Object Flags

Flag Description

inserted icon

Object status is inserted.

updated icon

Object status is updated.


When an object is inserted, updated or deleted, its parent objects are recursively flagged as updated. For example, when a step is inserted into a package, it is flagged as inserted, and the package, folder(s) and project containing this step are flagged as updated.

When an object version is checked in (Refer to Section 19.2, "Working with Versions" for more information.), the flags on this object are reset.

19.2 Working with Versions

A version is a backup copy of an object. It is checked in at a given time and may be restored later. Versions are saved in the master repository. They are displayed in the Version tab of the object window.

The following objects can be checked in as versions:

Checking in a version

To check in a version:

  1. Select the object for which you want to check in a version.

  2. Right-click, then select Version > Create...

  3. In the Create dialog, click Previous Versions (>>) to expand the list of versions already checked in.

  4. A version number is automatically generated in the Version field. Modify this version number if necessary.

  5. Enter the details for this version in the Description field.

  6. Click OK.

When a version is checked in, the flags for the object are reset.

Displaying previous versions of an object

To display previous versions of an object:

When editing the object, the Version tab provides a list of versions checked in, with the check in date and the name of the user who performed the check in operation.

Restoring a version

To restore a version:

  1. Select the object for which you want to restore a version.

  2. Right-click, then select Version > Restore...

  3. The Restore dialog displays the list of existing versions.

  4. Select the version you want to restore and click OK.

  5. Click OK to confirm the restore operation.

WARNING:

Restoring a version cannot be undone. It permanently erases the current object and replaces it by the selected version.

Browsing versions

To browse versions:

Oracle Data Integrator contains a tool, the Version Browser, which is used to display the versions stored in the repository.

  1. From the main menu, select ODI > Version Browser...

  2. Use the object Type and object Name drop-down lists to filter the objects for which you want to display the list of versions.

From the Version Browser, you can restore a version, export a version as an XML file or delete an existing version.

Note:

The Version Browser displays the versions that existed when you opened it. Click Refresh to view all new versions created since then.

Deleting a version with the Version Browser

To delete a version with the Version Browser:

  1. Open the Version Browser.

  2. Select the version you want to delete.

  3. Right-click, then select Delete.

The version is deleted.

Restoring a version with the Version Browser

To restore a version with the Version Browser:

  1. Open the Version Browser.

  2. Select the version you want to restore.

  3. Right-click, then select Restore.

  4. Click OK to confirm the restore operation.

The version is restored in the repository.

Exporting a version with the Version Browser

To export a version with the Version Browser:

This operation exports the version to a file without restoring it. This export can be imported in another repository.

Note:

Exporting a version, exports the object contained in the version and not the version information. This allows you exporting an old version without having to actually restore it in the repository.

  1. Open the Version Browser.

  2. Select the version you want to export.

  3. Right-click, then select Export.

  4. Select the Export Directory and specify the Export Name. Select Replace Existing Files without Warning to erase existing export files without confirmation.

  5. Click OK.

The version is exported to the given location.

19.3 Working with the Version Comparison Tool

Oracle Data Integrator provides a comprehensive version comparison tool. This graphical tool is to view and compare two different versions of an object.

The version comparison tool provides the following features:

19.3.1 Viewing the Differences between two Versions

To view the differences between two particular versions of an object, open the Version Comparison tool.

There are three different way of opening the version comparison tool:

By selecting the object in the Projects tree

  1. From the Projects tree in Designer Navigator, select the object whose versions you want to compare.

  2. Right-click the object.

  3. Select Version > Compare with version...

  4. In the Compare with version editor, select the version with which you want to compare the current version of the object.

  5. Click OK.

  6. The Version Comparison tool opens.

Via the Versions tab of the object

  1. In Designer Navigator, open the object editor of the object whose versions you want to compare.

  2. Go to the Version tab.

    The Version tab provides the list of all versions created for this object. This list also indicates the creation date, the name of the user who created the version, and a description (if specified).

  3. Select the two versions you want to compare by keeping the <CTRL> key pressed.

  4. Right-click and select Compare...

  5. The Version Comparison tool opens.

Via the Version Browser

  1. From the main menu, select ODI > Version Browser...

  2. Select the two versions you want to compare. Note that you can compare only versions of the same object.

  3. Right-click and select Compare...

  4. The Version Comparison tool opens.

The Version Comparison tool shows the differences between two versions: on the left pane the newer version and on the right pane the older version of your selected object.

The differences are color highlighted. The following color code is applied:

Color Description

White (default)

unchanged

Red

deleted

Green

added/new

Yellow

object modified

Orange

field modified (the value inside of this fields has changed)


Note:

If one object does not exist in one of the versions (for example, when it has been deleted), it is represented as an empty object (with empty values).

19.3.2 Using Comparison Filters

Once the version of an object is created, the Version Comparison tool can be used at different points in time.

Creating or checking in a version is covered in the topic Working with Versions.

The Version Comparison tool provides two different types of filters for customizing the comparison results:

  • Object filters: By selecting the corresponding check boxes (New and/or Deleted and/or Modified and/or Unchanged) you can decide whether you want only newly added and/or deleted and/or modified and/or unchanged objects to be displayed.

  • Field filters: By selecting the corresponding check boxes (New and/or Deleted and/or Modified and/or Unchanged) you can decide whether you want newly added fields and/or deleted fields and/or modified fields and/or unchanged fields to be displayed.

19.3.3 Generating and Printing a Report of your Comparison Results

To generate a report of your comparison results in Designer Navigator:

  1. In the Version Comparison tool, click the Printer icon.

  2. In the Report Generation dialog, set the object and field filters according to your needs.

  3. In the PDF file location field, specify a file name to write the report to. If no path is specified, the file will be written to the default directory for PDF files. This is a user preference.

  4. Check the box next to Open file after generation if you want to view the file after its generation.

    Select Open the file after the generation to view the generated report in Acrobat® Reader™ .

    Note:

    In order to view the generated report, you must specify the location of Acrobat® Reader™ in the user parameters. Refer to Appendix B, "User Parameters" for more information.

  5. Click Generate.

A report in Adobe™ PDF format is written to the file specified in step 0

19.4 Working with Solutions

A solution is a comprehensive and consistent set of interdependent versions of objects. Like other objects, it can be checked in at a given time as a version, and may be restored at a later date. Solutions are saved into the master repository. A solution assembles a group of versions called the solution's elements.

A solution is automatically assembled using cross-references. By scanning cross-references, a solution automatically includes all dependant objects required for a particular object. For example, when adding a project to a solution, versions for all the models used in this project's interfaces are automatically checked in and added to the solution. You can also manually add or remove elements into and from the solution.

Solutions are displayed in the Solutions accordion in Designer Navigator and in Operator Navigator.

The following objects may be added into solutions:

To create a solution:

  1. In Designer Navigator or Operator Navigator, from the Solutions toolbar menu select New Solution.

  2. In the Solutions editor, enter the Name of your solution and a Description.

  3. From the File menu select Save.

The resulting solution is an empty shell into which elements may then be added.

19.4.1 Working with Elements in a Solution

This section details the different actions that can be performed when working with elements of a solution.

Adding Elements

To add an element, drag the object from the tree into the Elements list in the solution editor. Oracle Data Integrator scans the cross-references and adds any Required Elements needed for this element to work correctly. If the objects being added have been inserted or updated since their last checked in version, you will be prompted to create new versions for these objects.

Removing Elements

To remove an element from a solution, select the element you want to remove in the Elements list and then click the Delete button. This element disappears from the list. Existing checked in versions of the object are not affected.

Rolling Back Objects

To roll an object back to a version stored in the solution, select the elements you want to restore and then click the Restore button. The elements selected are all restored from the solution's versions.

19.4.2 Synchronizing Solutions

Synchronizing a solution automatically adds required elements that have not yet been included in the solution, creates new versions of modified elements and automatically removes unnecessary elements. The synchronization process brings the content of the solution up to date with the elements (projects, models, etc) stored in the repository.

To synchronize a solution:

  1. Open the solution you want to synchronize.

  2. Click Synchronize in the toolbar menu of the Elements section.

  3. Oracle Data Integrator scans the cross-references. If the cross-reference indicates that the solution is up to date, then a message appears. Otherwise, a list of elements to add or remove from the solution is shown. These elements are grouped into Principal Elements (added manually), Required Elements (directly or indirectly referenced by the principal elements) and Unused Elements (no longer referenced by the principal elements).

  4. Check the Accept boxes to version and include the required elements or delete the unused ones.

  5. Click OK to synchronize the solution. Version creation windows may appear for elements requiring a new version to be created.

You should synchronize your solutions regularly to keep the solution contents up-to-date. You should also do it before checking in a solution version.

19.4.3 Restoring and Checking in a Solution

The procedure for checking in and restoring a solution version is similar to the method used for single elements. See Section 19.2, "Working with Versions" for more details.

You can also restore a solution to import scenarios into production in Operator Navigator or Designer Navigator.

To restore a scenario from a solution:

  1. Double-click a solution to open the Solution editor.

  2. Select a scenario from the Principal or Required Elements section. Note that other elements, such as projects and interfaces, cannot be restored.

  3. Click Restore in the toolbar menu of the Elements section.

The scenario is now accessible in the Scenarios tab.

Note that you can also use the Version Browser to restore scenarios. See Restoring a version with the Version Browser.

Note:

When restoring a solution, elements in the solution are not automatically restored. They must be restored manually from the Solution editor.

19.4.4 Importing and Exporting Solutions

Solutions can be exported and imported similarly to other objects in Oracle Data Integrator. Export/Import is used to transfer solutions from one master repository to another. Refer to Chapter 20, "Exporting/Importing" for more information.