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FileIO Connector UserGuide
FileIO Connector UserGuide
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
Contents
File-IO ................................................................................................................................... 1
1. Introduction.................................................................................................................... 3
2. Operation Matrix ............................................................................................................ 4
3. Pre-requisites for Installing the File-IO Connector Plug-in ................................................ 5
4. Enabling the File-IO Connector SDK ................................................................................. 5
5. Assumptions & Considerations ........................................................................................ 5
6. Creating a FileIO Connection in Informatica Cloud ........................................................... 5
7. Security .......................................................................................................................... 7
8. Lookup file for Salesforce Attachment parent object ID ................................................... 7
9. File-IO as Source ............................................................................................................. 8
10. File-IO as Target ........................................................................................................ 11
11. Handling Duplicate Files ............................................................................................ 15
12. Handling Large Files .................................................................................................. 16
13. Known future enhancements / Current issues ............................................................ 18
14. Recommendations..................................................................................................... 18
15. Troubleshooting ........................................................................................................ 18
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
1. Introduction
Informatica Cloud Connector SDKs are off-cycle, off-release add-ins that provide connectivity to SaaS and on-premise
applications not supported natively in Informatica Cloud. Connector SDKs can be enabled anytime for your cloud org Id, and are
designed to address common use cases including getting data in to, and out of, the supported application.
Connector SDKs does not require any separate software installation on the Informatica Cloud Secure Agent machine. The
Connector uses an internal Java application to communicate with the Secure Agent, as shown in the architecture diagram below:
The File-IO connector can be used to export Salesforce attachments to a file system and upload files from a local file
system to Salesforce. Once you have enabled the Connector for your org Id, you will create an connection in Informatica Cloud
to access the File-IO Connector.
(Although the primary use case is Salesforce Attachments, the FileIO connector will work with any Source or Target that supports binary or
base64encoded content, you can use it for moving any file)
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
2. Operation Matrix
Sl # Object Name
1 Folders* (virtual)
Read Lookup
X
NA
Add
X
* the source and target objects seen in the DS task will be dynamic/vary according to the implementation.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All
other company and product names may be trade names or trademarks of their respective owners.
Connection Property
Description
Connection Name
Description
Give appropriate description for the connection. (example : is this a sandbox or production
connection)
Type
Secure Agent
Parent Directory
If True, Overwrite files with same name. If false, creates a new file
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
Connection Property
Description
after incrementing the name using a counter.
In Process Directory
Success Directory
Error Directory
4.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
7. Security
The FileIO connector can only access directories that have an empty file named .infaccess. If this file
does not exist the connection will fail.
Create an empty file .infaccess in the directory you want to read or write files from
1. open a console prompt
2. cd to parent directory from which you wish to read or write from
3. type the following command and press enter
windows:
linux:
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
9. File-IO as Source
The following steps gives you use case on File-IO as source,
i.
ii.
iii.
iv.
In Step 2 of the data Synchronization wizard Choose FileIO Connection you created earlier and the Source folder you
would like to read the files from (The connector will automatically include files from all sub folders, you can filter files in
tab 4 of the wizard)
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
v.
In Step 3 of the Wizard choose the target connection and object. In our sfdc attachments use case we are going to
choose a sfdc connection and attachments object.
vi.
OPTIONAL: In Step 4 of the wizard we can optionally filter the files based on FileName and File timestamp. In the
Sample below we are looking for csv files and doing an incremental load based on timestamp. For filename filters do
not use wildcards. The connector expects a string that can be used in a regular expression (regex).
vii.
In Step 5 of the wizard map the fields as below. You must map the Fields Body, File Name and
Parent ID.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
viii.
Lookup the value of Parent ID from the csv file you created earlier (refer to section 8); for testing you can hard code it
to a case object id.
ix.
x.
The task will kick off and show in the activity Monitor.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
xi.
Once the task is successful it will show as completed with 0 error in the activity log.
xii.
xiii.
NA
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
ii.
iii.
iv.
In Step 2 of the wizard choose a Salesforce connection and Attachment as the source object.
v.
In Step 3 of the wizard choose FileIO connection and the directory you want to write the file to.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
vi.
vii.
viii.
ix.
The task will kick off and show in the activity Monitor.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
x.
Once the task is successful it will show as completed with 0 error in the activity log.
xi.
Open the target folder to check all files have been downloaded successfully.
xii.
NA
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
You can also create unique filename using an expression to prefix a unique Id or timestamp to the file name.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
2.
Edit the file C:\Program Files (x86)\Informatica Cloud Secure Agent\main\bin\rdtm\ pmrdtm.cfg. Edit the file
C:\Program Files (x86)\Informatica Cloud Secure Agent\main\bin\rdtm\ pmrdtm.cfg. Change the value of
JVMOPtion1 to value of the JVM max memory setting.
3.
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
4.
5.
Edit existing task in Informatica cloud, Step through the wizard untill you reach step 5 (Field Mapping) (do not directly
go to step 5 as the metdata will not be refreshed).
Click on Refresh Fields button.
6.
Verify the Precision for the Field FileContentAsBase64String field reflects the new size set above.
7.
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phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.
8.
9. Click OK
10. Save the task and test with large files.
14. Recommendations
NA
15. Troubleshooting
NA
Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA
phone: toll-free in the US: 1.800.653.3871 www.InformaticaCloud.com
2011 Informatica Corporation. All rights reserved. Informatica and the Informatica logo are trademarks or registered trademarks of Informatica Corporation in
the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.