[Document Title]

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Version Control
Version No.

D0.1

Date

03/02/2012

Type of Changes

Owner/ Author

Date of
Review/Expiry

Tarun Singh

6/7/16

Classification: Genpact Confidential

Metadata Manager
Custom Metadata
HOW TO: Load Custom Metadata
using Custom Metadata
Configurator in Metadata Manager
9.1.0

Classification: Genpact Confidential

Load Custom Metadata using Custom

Metadata Configurator (CMC)

To load Custom Metadata to Metadata Manager (MM)

Warehouse, do the following:

Create a Custom Model.

Create a Custom Resource using Custom Model.

Create Element and Association File.

Use the Custom Metadata Configurator to create

template for previously created resource.

Save and generated the workflow.

In Metadata Load page, associate the resource to its

template and provide element/Association file. Load
the resource and check the Custom Metadata in MM
catalog.

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Creating A Custom Model

In the Create and Edit Models tab, select Actions > New > Model:

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This will prompt the Model Name and Template for Model.
Provide Model Name and click on OK.

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Select the Custom Model and add the following class Hierarchy, using Actions > New >
Class:
Custom_DB > Schema > Table > Column
Note:
You can add additional attributes for each class. By default, each class will have
following attributes:
Name
Label
Description
Business Name
If you want to get lineage for any class, check Make Show in Lineage Property for those
classes (such as Table, Column).
Creating Table Class:

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After creating all the classes, Model hierarchy will look like:

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Creating a custom resource using custom model

To Create a custom resource, click on Create, load and schedule
Resources tab. Click on New Resource and select the Custom
Model

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Click on Next and provide a Name for the resource. Click on Finish
to create a custom resource.

Creating Element and Association Files :

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1.Create an Element file

To create an element file that contains all the custom
elements that needs to be loaded, ensure that you have
one (or combination of multiple) column as key so that it
can be used in Custom Metadata Configurator.
Sample Element File (.CSV File):

2.Create Association file

You can create association file that contains all the
associations. This association file can include association
within the custom resource and outside the custom
resource (Example: To Oracle Objects).
Sample Association File (.CSV):

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Creating Template for the Custom Resource using

Custom Metadata Configurator
Open the Custom Metadata Configurator and login using
Metadata Manager Warehouse database username and
password.
Click on Configure New Template and configure the template
as follows:
Provide Name for the template
Select the custom resource created for Repository Name
For classes, click on select and select all the classes
Browse the Element and Association file.

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Click on Map Association.

Associate Attributes for their properties. Mark key field and add
Rules for Each Attribute.
Sample Attribute Map:

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Map the association between Custom Classes like below:

Sample Association Map along with Rules:

Click on Save and generate Workflow.

Save will give Successfully Saved the Metadata Maps. If

any error occurs, check the message and correct the
error.
Generating workflow will give Successfully Generated
PowerCenter Mapping. Clicking on OK will import the
mapping to Metadata Load folder (in PC repository
Associated to MM service) and Successfully Imported
PowerCenter Mapping message will appear.
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Configure the custom Resource and Load IT:

Go to Metadata Manager Load Page and select the Custom
Resource. Click on Edit Resource and select Configuration tab. In
this tab, perform the below operations:
Select the template created for the custom resource using
Drop-Down list.
Add Attribute files and Association files

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Click on OK and start the load. After Successful load, check for the
custom metadata.

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Note
There are different implementations to load custom metadata using
Custom metadata configurator and this document describes one of them.
Classes in the above example do not have any Relationship with Out-ofbox classes. You can create a new Relationship for each class to any class
and associate objects using Object Relationship wizard.
Contact Informatica Global Customer Support if you get any issues during
resource load / Association.

More Information:
The creation of Element and Association file depends on the custom
metadata type that you are trying to load. In the above example,
custom metadata to be loaded is of Database Type. Hence, element file
contains metadata for schemas, Tables, Columns.
Association file is used to create the association between the classes.
For instance,association between Schema and Tables or Table and
Columns.
Number of columns in the Element file depends on the the attributes of
a class. For instance, if you add an additional attribute 'Comments' for
Table class, you can add an column in the element file with 'Comments'
(or any other name'). Map 'File Columns' to 'Class Attibutes' in Custom
Configurator's 'Attribute Maps' tab.
The template for the custom resource depends on the requirement.
There is no standard template for a custom resource. You can build
your own template to load the metadata.
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The End

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