Creating Integration Tasks

Integration tasks let you take your data flow design and choose the parameter values you want to use at runtime.

You create an integration task in a project or folder. Data Integration includes one default project to get you started, but if you want to create your own, see Using Projects and Folders.

Creating an Integration Task

An integration task in a project or folder can reference a data flow from any project or folder in the current workspace.

To create an integration task:

  1. On the workspace home page, from the Quick actions tile, select Create integration task.

    Alternatively, you can navigate to a project or folder, and click Tasks on the project or folder details page. Then select Integration from the Create task menu.

  2. On the Create integration task page, enter a Name and Description (optional).
    Note

    The Name and Identifier fields are auto-populated. If you don't change the values before you select a data flow for this task, the fields are repopulated with the name of the data flow you select.

    The Identifier is a system-generated value based on the value in Name. You can change the Identifier value, but after you save the task, you can't update it.

  3. For Project or folder, click Select, and select the project or folder in which to save your task.

    If you're creating this task from a project or folder details page, this field is auto-populated for you.

  4. In the Data flow section, select the data flow that this task runs.
    1. Click Select.
    2. In the Select a data flow panel, select the data flow.

      If the data flow you want to select is saved to a different folder, for Project or folder, click Select.

    3. Click Select.

      If any errors or warnings are found with the data flow, you can click the data flow's name to open it in a new tab. See Data Flows and Editing a Data Flow.

  5. (Optional) If you assigned any parameters in the selected data flow, in the Configure parameters section, click Configure to update the parameters' default values.
  6. (Optional) In the Validate task section, click Validate to check for errors and warnings with the assigned parameters.
  7. To save the task for the first time, you can click:
    • Create: Creates and saves the task. You can continue to create and edit the task.
    • Create and close: Creates and saves the task, closes the page, and returns you to the project or folder details tasks page or workspace home page.
  8. Save periodically while you work. You can click:
    • Save: Commits changes since your last save. You can continue editing after saving.
    • Save and close: Commits changes, closes the page, and returns you to the project or folder details tasks page or workspace home page.
    • Save as: Commits changes (since your last save) and saves to a copy instead of overwriting the current task. You can provide a name for the copy, then select a different project or folder for the copy, or save the copy in the same project or folder as the existing task.
  9. When you have completed working on your task, click Create and close or Save and close.
Publish the integration task to an application in Data Integration before you can run the task, schedule the task for running, or use the task in a pipeline.

Editing an Integration Task

To edit an integration task:

  1. Click Open tab (plus icon) in the tab bar, and then select Projects.
  2. On the Projects page, select the project containing the integration task you want to edit.
    The project details page displays.
  3. If the task is saved to a folder in this project, click Folders, then click Tasks. Otherwise, on the project details page, click Tasks.
  4. From the tasks list, select the task that you want to edit.
    Alternatively, on the tasks list, select View details from the Actions menu that is next to the task you want to edit.
  5. Edit the fields or sections you want to change.
  6. Save periodically while you work. You can click:
    • Save: Commits changes since your last save. You can continue editing after saving.
    • Save and close: Commits changes, closes the page, and returns you to the project or folder details tasks page.
    • Save as: Commits changes (since your last save) and saves to a copy instead of overwriting the current task. You can provide a name for the copy, then select a different project or folder for the copy, or save the copy in the same project or folder as the existing task.
  7. Click Validate to check your configuration.
  8. When you have completed editing your task, click Save and close.

Deleting an Integration Task

If you want to delete an integration task, you can do so from the tasks list on a project or folder details pages. After a task is deleted, it cannot be restored. When you delete an integration task, it does not delete the associated data flow.

To delete an integration task:

  1. Click Open tab (plus icon) in the tab bar, and then select Projects.
  2. On the Projects page, select the project containing the integration task you want to delete.
    The project details page displays.
  3. If the task is saved to a folder in this project, click Folders, then click Tasks. Otherwise, on the project details page, click Tasks.
  4. On the tasks list, select Delete from the Actions menu that is next to the task you want to delete.
  5. In the Delete task dialog, confirm that you want to delete the task, and then click Delete.