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Migrating Update Rules, 3.x InfoSources and Transfer RulesLocate this document in the navigation structure

Use

You can create a transformation using either update rules or transfer rules. This converts the associated 3.x InfoSource into a (new) InfoSource. This allows you to migrate existing objects to the new transformation concept after upgrading.

When you create the transformation and the (new) InfoSource, the system retains the update rules, 3.x InfoSources and transfer rules. To ensure that the loading process is performed using the transformation rather than the update rules or transfer rules, data has to be loaded using a data transfer process.

The following section describes manual migration. We do recommend using automatic migration in most cases however.

More information: Migrating a Data Flow

Procedure

1. Data Flow Between Two InfoProviders: Creating Transformations Using Update Rules

  1. You are in Modeling, in the Data Warehousing Workbench. Choose Start of the navigation path Additional Functions Next navigation step Create Transformation End of the navigation path from the context menu for the update rules. No export DataSource is needed any more for the data flow between two InfoProviders (Myself Data Mart). The transformation that you create another data transfer process for is sufficient.

2. Data Flow Between a DataSource and an InfoProvider: Creating Transformations Using Update Rules

  1. You are in Modeling, in the Data Warehousing Workbench. Choose Start of the navigation path Additional Functions Next navigation step Create Transformation End of the navigation path from the context menu for the update rules.

  2. You can either create a new InfoSource or use an existing one.

  3. Press OK. The system generates a conversion log. The InfoSource is activated immediately, and the transformation is saved without being activated. If you want to use routines in the rules, you might have to edit the transformation manually.

3. Creating Transformations from Transfer Rules

  1. You are in Modeling, in the Data Warehousing Workbench. Choose Start of the navigation path Additional Functions Next navigation step Create Transformation End of the navigation path from the context menu for the transfer rules.

  2. You can either create a new InfoSource or use an existing one. If you have already converted the update rules, a converted version of the related InfoSource already exists.

  3. Press OK. The system generates a conversion log. The transformation is saved without being activated. If you want to use routines in the rules, you might have to edit the transformation manually.

4. Editing Transformations

  1. Routines are copied straight to the global part 2. Using a PERFORM, the routine for the converted rule is called from the routine for the transformation. The routine contains comments about the conversion. You can use these comments to modify the routine in order to improve performance.

    Note

    Read the following notes and restrictions:

    • If you have programmed the routine dynamically, you should check it by performing a before-after check. Since the fields in the source structure are removed during migration, errors that cannot be checked by the system could occur in the converted routine. If fields that are used in the routine are not filled, an error occurs.

      More information: Differences in the Routine Concept.

    • Return tables in routines cannot be converted. We recommend creating an end routine instead.

    • Inversion routines in transfer rules are not converted. If the transfer rules contain inversion routines, you have to create these again in the transformation.

      The following example might come in handy: Example of Migration of an Inversion Routine

  2. Activate the transformation.

Result

You can now create a data transfer process for the new objects.