Data Quality Analyst User Guide(5)

4 Chapter 1: Introduction to Informatica Analyst

Informatica data quality Analyst guide version 9

CHAPTER 2

Projects

This chapter includes the following topics:¨Projects Overview, 5¨Folders Overview, 7

¨Viewing a Project or Folder, 9¨Objects Overview, 9¨Object Properties, 11

¨Rules and Guidelines for Projects, 13¨Search, 13

¨Manage Security, 15

Projects Overview

A project is the top-level container that you use to store folders and objects in the Analyst tool. Use projects toorganize and manage the objects that you want to analyze for data quality.

Create a project based on the structure of the data for which you want to analyze data quality. For example, ananalyst needs to assess data quality on multiple systems structured by region in a country. The analyst createsprojects named East and West to correspond with data for East and West regions. The analyst can import dataobjects such as relational tables and flat files in the East and West projects and create object types such asprofiles, rules, and scorecards to analyze data quality in each project.

You must create or open a project before you can work in the Analyst tool. Use the Navigator to create a project inthe Analyst tool. When you create a project, the Analyst tool stores the project in the Model repository.

You can share a project to share the project contents and collaborate with other users on the project. When youshare a project in the Analyst tool, the project also appears in the Developer tool.A project can contain folders and objects. You can organize objects in folders.

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Informatica data quality Analyst guide version 9

The following table describes the tasks you can perform on a project:

Creating a Project

Create a project to store data objects and object types in the Analyst tool. You can create folders in projects. Useprojects to manage the folders and objects in the project.1.2.

In the Navigator, select Projects.Click Actions > New Project.The New Project window appears.3.4.5.

Enter a name for the project and an optional description.

Click Unshared if you do not want to share the project or Shared if you want to share the project with otherusers. Default is Unshared.Click OK.

The project appears in the Navigator.

Duplicating a Project

You can duplicate project contents in another project that you create. Duplicate a project to use the same projectcontents to perform different project tasks. Duplicating a project does not duplicate the user permissions on theproject. The owner of the project gets all permissions by default on the duplicate project.1.2.

In the Navigator, select the project that you want to duplicate.Click Actions > Duplicate.The Duplicate window appears.3.4.

Enter the project name and an optional description.Click OK.

The Analyst tool duplicates the project contents in the project.

6 Chapter 2: Projects

Informatica data quality Analyst guide version 9

Renaming a Project

You can rename a project after you create it. Rename a project according to business usage and naming

convention. You may need to rename a project because the name is incorrect or the project has a different use.1.2.

In the Navigator, select the project that you want to rename.Click Actions > Rename.The Rename window appears.3.4.

Enter a name.Click OK.

The Analyst tool renames the project in the Navigator.

Deleting a Project

Delete a project when the project and its contents become redundant.1.2.3.

In the Navigator, select the project that you want to delete.Click Actions > Delete.

In the Delete Project window, click Yes.

The Analyst tool deletes the project from the Navigator.

Folders Overview

Use folders to organize project contents. You can create a folder to group objects for a particular task in a project.You can create a folder in a project or in another folder.

Create folders to group objects based on business needs. For example, a project requires data analysis for datastored in multiple relational databases across an organization. Each region has a relational database. You cancreate folders named East and West to store the project metadata for each region.

Folders appear under projects in the Navigator. A folder can contain other folders and objects.You can perform the following tasks on a folder:¨Create a folder.¨View a folder.¨Rename a folder.¨Duplicate a folder.¨Move a folder.¨Delete a folder.

Creating a Folder

Create a folder to store objects created in the Analyst tool.1.2.

In the Navigator, select the project or folder where you want to create a folder.Click Actions > New Folder.

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The New Folder window appears.3.4.

Enter the folder name and optional description.Click OK.

The Analyst tool creates the folder in the Navigator.

Renaming a Folder

You can rename a folder after you create it. Rename a folder to change its name according to business usage ornaming convention.1.2.

In the Navigator, select the project and the folder in the project that you want to rename.Click Actions > RenameThe Rename window appears.3.4.

Enter the folder name.Click OK.

The Analyst tool renames the folder in the Navigator.

Duplicating a Folder

You can duplicate a folder within a project. Duplicate a folder to organize or enhance the contents of a folder or touse the contents of a folder to perform different tasks.1.2.

In the Navigator, select the project and the folder in the project that you want to duplicate.Click Actions > Duplicate.The Duplicate window appears.3.

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