Optim Distributed user reference

A reference guide for the features common to the components of Optim on a distributed platform.

Introduction
The IBM® InfoSphere Optim™ solutions manage enterprise data throughout every stage of the information lifecycle, enabling your company to assess, classify, subset, archive, store, and access enterprise application data.
Main window, menus, and dialogs
The graphical user interface for the Optim solution is designed for a Windows operating environment and includes many features that are standard for Windows applications.
Optim Directory
The Optim Directory is a set of tables in which Optim stores the objects that are needed for processing and tracking processing status. Before you use Optim, you must use the Configuration program to create or configure the Optim Directory tables and stored procedures that are needed to access the Directory.
Access Definitions
An Access Definition defines a set of related data to be processed by Optim.
Column Maps
A Column Map provides specifications that are needed to match or exclude columns from processing. A Convert, Create, Insert, Load, Restore, or multi-table Compare Request must reference a Table Map, which might reference one or more Column Maps. A Compare Request for a single table comparison can reference a Column Map directly.
Column Map Procedures
For data transformations in a convert, insert, load, or restore process that are beyond the scope of native column map functions, you can specify an exit routine or, for processes that run in a Windows environment, a column map procedure for a source column. If the process is delegated to an Optim server on a Windows machine, the column map procedure is also executed on the server. You cannot run a column map procedure in a UNIX or Linux® environment. Optim Basic and column map procedures of the type described here are deprecated and are being replaced with procedures written in the Lua scripting language. Lua procedures are used with services created with the designer component.
DB Aliases
A DB alias is a user-defined object that is associated with a database. When you define a DB alias, you provide parameters that are used to communicate with the associated database. These parameters include the type and version of the database management system (DBMS) and any required connection specifications. DB Aliases are defined when the Optim solution is configured. You must be authorized to define a DB alias.
Primary Keys
A primary key is the column or columns that contain values that uniquely identify each row in a table. A database table must have a primary key for Optim to insert, update, restore, or delete data from a database table. Optim uses primary keys that are defined to the database. However, you can also define primary keys to supplement those in the database.
Relationships
A relationship is a defined connection between the rows of two tables. This connection is generally determined by values in selected columns from a parent table that correspond to values in the child table. Optim uses relationships to determine the data to be retrieved from related tables and relies upon relationships defined to the database, when available. However, you can also define relationships to supplement those in the database.
Table Maps
A Table Map identifies and matches two sets of tables.
Restart/Retry
Use the Restart/Retry Utility to restart a process that terminated abnormally or to retry a process when all rows are not successfully processed. These incomplete processes are referred to as “pending” processes. You can use this utility to restart or retry a Delete, Insert, or Insert/Update Process.
Calendars
Use the calendar utility to customize handling of dates for aging data and scheduling process requests. The Calendar Editor allows you to create and maintain calendars that provide general specifications, special types of dates (for example, holidays, workdays, and weekends), and business rules to apply to those special types of dates.
Currency
Use the Currency Utility to create, browse, edit and delete Currency Definitions. Currency Definitions provide currency conversion parameters specified in a Column Map, including conversion rates and conversion method (direct conversion or triangulation via the euro dollar).
Schedule
Use the Scheduler to schedule process requests, edit the schedule, and monitor processing for Optim. The Scheduler allows you to run process requests at a later time, periodically, or on a regular schedule.
Browse
Use the browse facility to review the contents of an archive, compare, extract, or control file. You can browse the contents of a file to obtain information or to determine that the data is as expected. For example, you can browse the contents of an archive file to review data without having to restore it to the database. This may be an easy solution when handling a customer inquiry or resolving a problem. Browse the contents of a control file to review rows discarded during an insert, convert, load or delete process, and the reasons they were discarded. The control file identifies each row that was processed with a code for the reason for each failure.
Export and Import
Use the Export and Import Utilities in Optim to migrate definitions of Optim Directory objects from one Optim Directory to another, including Access Definitions, Table Maps, Column Maps, Primary Keys, DB Aliases, Relationships, Calendars, and Convert, Delete, Extract, Insert, and Load Requests.
Create
Use the Create Utility to create objects that are based on definitions in a source Extract or Archive File.
Personal Options
You can use Personal Options to customize Optim for use at each workstation.
Enhanced File Names
Optim allows you to automatically generate file names for: Extract Files, Archive Files, Archive Index Files, Compare Files, Control Files.
Exit routines for column maps
The Optim solutions offer several ways to specify a column value in a column map. One way is to specify an exit routine as the source; the exit sets values that could not otherwise be defined for destination columns. Another way is to use exit routines to exclude rows from processing.
Row List Files
Point and Shoot allows you to select individual rows (primary key values) from a Start Table to begin Extract Processing. These selected rows are stored in a Point and Shoot File. However, if you need to extract values from data that does not reside in a database table or resides in a database that is not easily accessible, you can create a Row List File manually or by using a utility appropriate for your data source.
Introduction
The IBM InfoSphere Optim solutions manage enterprise data throughout every stage of the information lifecycle, enabling your company to assess, classify, subset, archive, store, and access enterprise application data.
Main window, menus, and dialogs
The graphical user interface for the Optim solution is designed for a Windows operating environment and includes many features that are standard for Windows applications.
Optim Directory
The Optim Directory is a set of tables in which Optim stores the objects that are needed for processing and tracking processing status. Before you use Optim, you must use the Configuration program to create or configure the Optim Directory tables and stored procedures that are needed to access the Directory.
Access Definitions
An Access Definition defines a set of related data to be processed by Optim.
Column Maps
A Column Map provides specifications that are needed to match or exclude columns from processing. A Convert, Create, Insert, Load, Restore, or multi-table Compare Request must reference a Table Map, which might reference one or more Column Maps. A Compare Request for a single table comparison can reference a Column Map directly.
Column Map Procedures
For data transformations in a convert, insert, load, or restore process that are beyond the scope of native column map functions, you can specify an exit routine or, for processes that run in a Windows environment, a column map procedure for a source column. If the process is delegated to an Optim server on a Windows machine, the column map procedure is also executed on the server. You cannot run a column map procedure in a UNIX or Linux environment. Optim Basic and column map procedures of the type described here are deprecated and are being replaced with procedures written in the Lua scripting language. Lua procedures are used with services created with the designer component.
DB Aliases
A DB alias is a user-defined object that is associated with a database. When you define a DB alias, you provide parameters that are used to communicate with the associated database. These parameters include the type and version of the database management system (DBMS) and any required connection specifications. DB Aliases are defined when the Optim solution is configured. You must be authorized to define a DB alias.
Primary Keys
A primary key is the column or columns that contain values that uniquely identify each row in a table. A database table must have a primary key for Optim to insert, update, restore, or delete data from a database table. Optim uses primary keys that are defined to the database. However, you can also define primary keys to supplement those in the database.
Relationships
A relationship is a defined connection between the rows of two tables. This connection is generally determined by values in selected columns from a parent table that correspond to values in the child table. Optim uses relationships to determine the data to be retrieved from related tables and relies upon relationships defined to the database, when available. However, you can also define relationships to supplement those in the database.
Table Maps
A Table Map identifies and matches two sets of tables.
Restart/Retry
Use the Restart/Retry Utility to restart a process that terminated abnormally or to retry a process when all rows are not successfully processed. These incomplete processes are referred to as “pending” processes. You can use this utility to restart or retry a Delete, Insert, or Insert/Update Process.
Calendars
Use the calendar utility to customize handling of dates for aging data and scheduling process requests. The Calendar Editor allows you to create and maintain calendars that provide general specifications, special types of dates (for example, holidays, workdays, and weekends), and business rules to apply to those special types of dates.
Currency
Use the Currency Utility to create, browse, edit and delete Currency Definitions. Currency Definitions provide currency conversion parameters specified in a Column Map, including conversion rates and conversion method (direct conversion or triangulation via the euro dollar).
Schedule
Use the Scheduler to schedule process requests, edit the schedule, and monitor processing for Optim. The Scheduler allows you to run process requests at a later time, periodically, or on a regular schedule.
Browse
Use the browse facility to review the contents of an archive, compare, extract, or control file. You can browse the contents of a file to obtain information or to determine that the data is as expected. For example, you can browse the contents of an archive file to review data without having to restore it to the database. This may be an easy solution when handling a customer inquiry or resolving a problem. Browse the contents of a control file to review rows discarded during an insert, convert, load or delete process, and the reasons they were discarded. The control file identifies each row that was processed with a code for the reason for each failure.
Export and Import
Use the Export and Import Utilities in Optim to migrate definitions of Optim Directory objects from one Optim Directory to another, including Access Definitions, Table Maps, Column Maps, Primary Keys, DB Aliases, Relationships, Calendars, and Convert, Delete, Extract, Insert, and Load Requests.
Create
Use the Create Utility to create objects that are based on definitions in a source Extract or Archive File.
Personal Options
You can use Personal Options to customize Optim for use at each workstation.
Enhanced File Names
Optim allows you to automatically generate file names for: Extract Files, Archive Files, Archive Index Files, Compare Files, Control Files.
Exit routines for column maps
The Optim solutions offer several ways to specify a column value in a column map. One way is to specify an exit routine as the source; the exit sets values that could not otherwise be defined for destination columns. Another way is to use exit routines to exclude rows from processing.
Row List Files
Point and Shoot allows you to select individual rows (primary key values) from a Start Table to begin Extract Processing. These selected rows are stored in a Point and Shoot File. However, if you need to extract values from data that does not reside in a database table or resides in a database that is not easily accessible, you can create a Row List File manually or by using a utility appropriate for your data source.