Informatica Refresh Script Guide

Using the Informatica Refresh Script

A refresh script exists to auto-refresh fields in data sync tasks in Informatica. It only works on a Mac and will only run up to 100 tasks in a view. To use the script, please see the steps below.
 

1. Log into the clients Informatica org and do 3 things

• Go to our User record and change our password to Conshy100
• Make a new Data Synch task view that includes all of the tasks that need to be refreshed (unless a view already exists). So, for Common Application, you'd create a new view of tasks with CommonApp 14-15 in the name.
• Make the new view the default data sync view for our user
  • Click on our user name in the top far right corner
  • Click Edit
  • Under "Object View details" choose the view for data sync

2. You'll need to download the zipped files and store them on your machine in a folder. I recommend putting it on your desktop to make it easier to run.
3. Open the auth file and update the username and password based on what is in the Informatica user details - not the SF log in creds, but the IC direct creds

**Be careful, some clients have an IC username of srm_integration_name, not +name.

4. Save the Auth file.
5. Make sure the RefreshScript file is named exactly that, including capitalization and spacing. 
6. Open Terminal for your mac (it's an installed application)
7.  In terminal, do the following

• type: cd Desktop
• hit enter
• type: cd Desktop/RefreshScript
• hit enter
• type: ruby refresh.rb
• hit enter

It should run the refresh script on the default view in Informatica. You'll see it run each task and if it is successful or fails on particular fields that need to be corrected.