Visio template revisions

• •When you change the template XML file, Data Integration lists the mapping tasks that use the Visio template and offers to keep or delete the tasks.

If you choose to delete the tasks, Data Integration deletes all listed tasks immediately. You cannot undo this action.

• •When you change other elements of the Visio template, such as the input control or default value for a template parameter, Data Integration applies the changes to tasks that use the template.
Review the tasks that use the Visio template before making changes to the template. If the changes are not compatible with an existing task configuration, the task will fail at run time.

Configuring parameter properties

• •Reuse the existing mapplet and template parameter customizations.
Data Integration uses the existing customization for mapplets and template parameters with names that match those from the previous file.
• •Discard the existing mapplet and template parameter customizations.
Data Integration clears the existing customizations.

1To edit a Visio template, on the Explore page, navigate to the Visio template. In the row that contains the Visio template, click Actions and select Edit.
2Complete the following template details:

Template details property	Description
Template Name	Name of the template.
Location	Project folder in which the Visio template resides. If the Explore page is currently active and a project or folder is selected, the default location for the asset is the selected project or folder. Otherwise, the default location is the location of the most recently saved asset.
Description	Optional. Description of the Visio template.
Template XML File	Visio template XML file to upload. Perform the following steps to upload a Visio template XML file: aClick Select. bBrowse to locate and select the file you want to use, and then click OK.
Template Image File	Image file associated with the Visio template. Optionally, upload an image file. Use a JPG or PNG file that is less than 1 MB in size and 1024 x 768 pixels or smaller. Perform the following steps to upload an image file: aClick Select. bBrowse to locate and select the file you want to use, and then click OK. To remove the selected template image file, click Clear.

3If the Visio template includes a mapplet template parameter, click Select to select a mapplet.
4Optionally, edit the template parameter label that appears in the mapping task wizard and provide a description of the template parameter. The description will appear as a tooltip.
5To edit the display properties for a template parameter, click the Edit icon and configure the following template parameter display properties:

Template parameter display property	Required/optional	Description
Default Value	Optional	Default value for the template parameter.
Visible	Required	Determines if the template parameter displays in the mapping task wizard. Use to hide a template parameter that does not need to be displayed.
Editable	Required	Determines if the template parameter is editable in the mapping task wizard.
Required	Required	Determines if a template parameter must be defined in the mapping task wizard.
Valid Connection Types	Required for connection template parameters	Defines the connection type allowed for a connection template parameter. Select a connection type or select All Connection Types.
Logical Connection	Optional	Logical connection name. Use when you want the task developer to use the same connection for logical connections with the same name. Enter any string value. Use the same string for logical connections that should use the same connection. Connection template parameters only.
Input Control	Required for string template parameters	Defines how the task developer can enter information to configure template parameters in the mapping task wizard. String template parameters only.
Field Filtering	Optional for condition, expression, and field input controls	A regular expression to limit the fields from the input control. Use a colon with the include and exclude statements. You can use a combination of include and exclude statements. Include statements take precedence. Use semicolons or line breaks to separate field names. Use any valid regular expression syntax. For example: Include: *ID$; First_Name Last_Name Annual_Revenue Exclude: DriverID$
Left Title	Required for field mapping input controls	Name for the left table of the field mapping display. The left table can display source, mapplet, and lookup fields.
Left Field Filtering	Optional for field mapping input controls	Regular expression to limit the fields that display in the left table of the field mapping display. Use a colon with the include and exclude statements. You can use a combination of include and exclude statements. Include statements take precedence. Use semicolons or line breaks to separate field names. Use any valid regular expression syntax. For example: Include: *ID$; First_Name Last_Name Annual_Revenue Exclude: DriverID$
Right Title	Required for field mapping input controls	Name for the right table of the field mapping display. The right table can display target, mapplet, and lookup fields.
Right Data Provider	Required for field mapping input controls	Set of fields to display in the right table of the field mapping display: - All objects. Shows all fields from all possible right table objects. - <object name>. Individual object names. You can select a single object for the right table fields to display. - Static. A specified set of fields. Allows you to define the fields to display.
Fields Declaration	Required for field mapping input controls	List of fields to display on the right table of the field mapping display. List field names and associated datatypes separated by a line break or semicolon (;) as follows: <datatype>(<precision>,<scale>)<field name1>; <field name2>;... or <datatype>(<precision>,<scale>)<field name1> <field name2> <datatype>(<precision>,<scale>)<field name3> If you omit the datatype, Data Integration assumes a datatype of String(255). Available when Static is selected for the Right Data Provider.
Right Field Filtering	Optional for field mapping input controls	Regular expression to limit the fields that display in the right table of the field mapping display. Use a colon with the include and exclude statements. You can use a combination of include and exclude statements. Include statements take precedence. Use semicolons or line breaks to separate field names. Use any valid regular expression syntax. For example: Include: *ID$; First_Name Last_Name Annual_Revenue Exclude: DriverID$
Aggregate Functions	Required for expression and field mapping input controls	Enables the display and use of aggregate functions in the Field Expression dialog box in the mapping task wizard.
Label	Required for custom dropdown input controls	Label for an option to display in a custom dropdown. Click Add to add additional options. Click Remove to remove any configured options.
Value	Required for custom dropdown input controls	Value for an option to display in a custom dropdown. Click Add to add additional options. Click Remove to remove any configured options.

6To add another step to the mapping task wizard, click New Step.
You can name the step and rename the Parameters step.
7To order template parameters, use the Move Up and Move Down icons.
You can use the icons to move connection template parameters to the Sources or Targets steps.
You can use the icons to move template parameters from the Parameters step to any new steps.
8If you want to add advanced session properties, click Add, select the property that you want to use, and configure the session property value.
9Click OK.