Getting Started

This topic discusses getting started using Optim™.

When you invoke Move, the Main Menu is displayed. The following figure shows the Main Menu that is displayed when Access, Archive, and Compare are also installed.

Figure: Optim Main Menu

---------------------------- IBM's InfoSphere Optim ---------------------------
OPTION  ===> 

0  OPTIONS         - Site and User Options      SQLID  ===> FOPDEMO 
1  BROWSE TABLE    - Browse a DB2 Table         SUBSYS ===> TDB2    
2  EDIT TABLE      - Edit a DB2 Table           LOCATION ===>       
3  BROWSE USING AD - Browse DB2 Tables Using Access Definition      
4  EDIT USING AD   - Edit DB2 Tables Using Access Definition        
5  ADS             - Create or Modify Access Definitions            
6  DEFINITIONS     - Maintain InfoSphere Optim Definitions (Keys, Maps, ...)   
7  MIGRATION       - Data Migration - Extract, Insert, Update, ...  
8  COMPARE         - Compare Two Sets of Data                       
9  ARCHIVE         - Archive and Restore Data                       
                                                                    
T  TUTORIAL        - Information About IBM's InfoSphere Optim                  
C  CHANGES         - Changes from Prior Release(s)                  
X  EXIT            - Terminate Product Use                          
P  LICENSING       - Product Licensing Modification                 

The panel prompts for two site-specific values, an SQLID and SUBSYS. The DB2® subsystem name, SUBSYS, must be supplied the first time you log on to Move. These values are profiled. If remote access is available, a LOCATION prompt is also displayed for the remote location. For example, you can change the displayed values for SQLID, SUBSYS, and LOCATION to extract data from one database and insert it into another.

Panel Options

The Main Menu options are:

0 OPTIONS
Specify product options, including site, user, editor and display, job card, and Legacy options.
1 BROWSE TABLE
Use Access to browse data from a DB2 table.
2 EDIT TABLE
Use Access to edit data from a DB2 table.
3 BROWSE USING AD
Use Access to browse data from DB2 using an Access Definition.
4 EDIT USING AD
Use Access to edit data from DB2 using an Access Definition.
5 ADS
Create and maintain Access Definitions.
6 DEFINITIONS
Define and maintain Legacy Tables, IMS™ Environment Definitions, and IMS Retrieval Definitions. You can also define and maintain Optim primary keys, relationships, Access Definitions, Column Maps, Table Maps, and Archive Collections, or invoke utilities to export and import these objects.
7 MIGRATION
Perform the Move processes for extracting, inserting, loading, creating, converting, and browsing DB2 or Legacy data, or the Compare processes for extracting and comparing data.
8 COMPARE
Use Compare to compare two sets of related data and browse the results.
9 ARCHIVE
Perform the Archive processes for archiving data, browsing and searching the archives, and selectively restoring archived data.
T TUTORIAL
Display the online Tutorial.
C CHANGES
Display the enhancements for the current release.
X EXIT
Terminate the session.
P LICENSING
Display a list of the Optim components and their status (In Evaluation, Permanently Licensed, Disabled).

This information focuses on Option 7 MIGRATION, which can be performed online or in batch. (If you intend to execute the migration processes in batch, select Option 0 OPTIONS and specify the necessary job card information on the Job Card and Print Options panel, displayed using Option 3 JOBCARD on the Choose Option Type menu.)

Additional Information

Many of the Main Menu options are available for all or most components. See the Common Elements Manual for information about these common options. For information about the Access, Archive, or Compare menu options, refer to the appropriate user manual.

Data Migration Menu

Select Option 7 MIGRATION from the Main Menu to display the following panel.

Figure: Data Migration Menu

------------------------------- Data Migration --------------------------------
OPTION ===> 
                                                SQLID  ===> FOPDEMO
                                                SUBSYS ===> TDB2
1  EXTRACT  - Extract Data from Source Tables   LOCATION ===>
2  INSERT   - Insert Data into Destination Tables
3  LOAD     - Create Load Files and Perform Load
4  CREATE   - Create Tables and Related Object Definitions 
5  CONVERT  - Convert Extract File using Table and Column Maps
6  LIST     - List Extract Files in Directory
7  IMPORT   - Import Extract File and Populate Directory

R  RETRY/RESTART   - Retry/Restart an Insert Process
B  BROWSE          - Browse Content of Extract or Control File

The Data Migration menu lists options used to migrate or copy data and object definitions from a source location to a destination.

Extract Process

The first step in migrating data is to identify the source data to be extracted in the Extract Process. Normally, this source data is in several related tables. You must specify:

If you choose to extract object definitions, Move extracts them first. Move then extracts the selected Start Table rows and related rows from other tables. The extracted data and any object definitions are copied to an “Extract File.”

An Extract File is a sequential file that contains the extracted data and associated information that defines the characteristics of the data. By using an Extract File, you can process the same source data repeatedly, without having to recreate it and without being concerned about changes to the original data. You can use the Extract File as input to the Insert, Load, Create, and Convert Processes, as well as the Browse facility.

Insert Process

The Insert Process inserts data from the Extract File into destination tables. You must define a Table Map to match source tables in the Extract File to destination tables, and you can define one or more Column Maps to match source columns to destination columns. You can also select insert processing to insert new rows, update processing to update existing rows, or both. This selection can apply to all tables, or you can select the type of processing on a table-by-table basis.

Load Process

The Load Process creates load files from the Extract File. The load files can be used for input to the DB2 Load Utility or another third-party load facility (for example, BMC LOADPLUS) to load large sets of data.

Create Process

The Create Process creates DB2 and Legacy Tables and related objects for which definitions are contained in the Extract File.

Convert Process

The Convert Process transforms the source data in the Extract File by applying Table Map and Column Map specifications to obtain a new or revised Extract File. Conversion is useful for masking sensitive data or for converting data to a comma separated values (CSV) format to be used with any application that supports CSV files.

List

Displays a list of Extract files that match selection criteria you specify. The List process allows you to manage extract files registered in the Optim Directory. Refer to the Move User Manual for full details.

Import

Select Import to create entries to register extract files in the current Optim directory. An extract file stored on tape must be registered in the Optim Directory before it can be used in a Convert, Create, Insert, or Report process. For details refer to the Move User Manual.

Retry/Restart

You can use the Retry or Restart Process if an Insert Process does not complete successfully. The Retry Process allows you to process rows that have been discarded (e.g., due to RI constraints or conflicting data types). Any discarded rows are flagged and can be retried without reprocessing any successfully processed rows. The Restart Process allows you to “restart” a process from the last commit point. The process can be restarted if it terminates unexpectedly due to an internal error, resource restriction, or user request.

Browse

You can use the Browse facility to view the contents of an Extract File or a Control File. Browsing an Extract File is useful prior to inserting data into the database. Browsing a Control File is useful in examining discarded rows when a process does not complete successfully.

Sample Scenarios

The scenarios in this manual focus on defining and extracting a set of source data and inserting that data at the destination. Scenario 1 – A Set of Customers highlights the basic procedures used to create a relationally intact test database. Scenario 2 – A Set of Items uses a more complex scenario to introduce other significant features. Scenario 3 – Legacy Tables includes two scenarios that demonstrate the processes for migrating VSAM, sequential, and IMS legacy data.