Administration Guide › How to Perform Data Transformations › Define and Send Escalation Emails › Create and Apply Data Transformations › Configure the Transformation Settings

Configure the Transformation Settings

For your transformation to connect to CA GovernanceMinder, configure the transformation settings in PDI.

Follow these steps:

1. Launch PDI, as follows:
   • Windows: Go to Start, Programs, CA, Role & Compliance Manager, Server, Data Integration Tool (PDI).
   • Linux: Click the Data Integration Tool (PDI) icon in your home directory.

   Note: PDI is located in the following directory:

   CA\RCM\Server\data-integration
   

2. Go to File, Open, and browse to the following directory:

   data-integration\samples\RCM
   

3. Open the template.ktr file and save it under another name that is relevant to the transformation you want to create.
4. Press CTRL-T.

   The Transformation properties windows opens.

5. Click the Parameters tab, and enter the following CA GovernanceMinder information:
   • RCM_CONFIGURATION
   • RCM_LOGIN_NAME
   • RCM_PASSWORD
   • RCM_SERVER_URL
   • RCM_UNIVERSE

   The following image is an example of the Parameters field with example server information:

   

6. Click OK.

   You have started PDI and configured the CA GovernanceMinder settings.

Now that PDI is configured, you can define the steps in your transformation.