Loading Source Data using Custom Loaders

  To load data using the Open Interface Table and Adapter:

1. Populate the Open Interface table as needed.

2. Create any new period mappings as needed.

3. Create a new source system:

   1. On the Setup tab, under Register, then Source System.

   2. Select Add to add a new source system.

   3. Specify the Name, Source System Type, and ODI Context Code.

      The ODI context code refers to the context defined in Oracle Data Integrator. A context groups the source and target connection information.

      For the Source system Type, select “Others,” and for the ODI Context Code, enter the default “GLOBAL.” If the ODI has been set up differently from the defaults, enter the appropriate ODI Context Code if it is not “GLOBAL.”

4. From Source Adapter, copy the Open Interface Adapter to a new adapter.

   1. Provide a new adapter key.

      The adapter key is ten characters long. Once the adapter key has been created, it cannot be modified.

   2. Change the “Adapter Name” so that it is different from the copied adapter name.

      The adapter name is used in pick lists, and needs to be changed so that the copied adapter can be distinguished from the original adapter.

5. On the Import Format screen, define a new import format.

   1. Select the source system created in Step 3 and the adapter from Step 4.

   2. Map the source columns to the appropriate target dimensions.

6. When the import format mappings are complete, select Regenerate ODI Scenario.

   This step generates the ODI Scenario based on the import format mappings.

7. On the Locations screen, define a new location using the import format.

8. On the Data Rule screen, define the new data rule.

   1. Select the appropriate period mapping type.

      Provide a value for the batch name. The batch name is used by the system as a filter on the open interface table. This enables multiple users to load data into a single interface table but then segregate the data by the batch name.

   2. Enter Y or N for the Delete Data After Import option.

9. Execute the data rule using one of three methods:

   • Data Rule Execution

   • Workbench

   • Batch Execution Script