How-to guides

How to map a source system to a target system

Record how fields in a source system correspond to a target, then check what the change affects before it is scheduled.

When this is useful

  • A migration is being planned and the mapping currently lives in a spreadsheet nobody owns.
  • An integration needs a specification the receiving team can implement against.
  • You need to prove which source fields feed a reported number.

Before you start

  • Both models present — see how to import a database schema if the source exists only as a database.

Step 1: Open Source→Target Map

The mapping tool sits in the Data menu alongside the rest of the data landscape tools.

Data ▸ Source→Target MapData ▸ Data Manager

Step 2: Record the mapping at field level

Map fields rather than tables. A table-level mapping looks complete and answers none of the questions that arise during implementation.

Step 3: Check what it disturbs

Run Impact Analysis against the source objects. A migration that changes a field is a change like any other, and the things that consume that field are the ones that will break.

Data ▸ Impact Analysis

What happens next

The mapping is part of the model rather than an attachment, so lineage can follow it and a later change to either side is visible against it.

If the target is a new schema, Delta DDL produces the migration script between what is modelled and what is deployed.

Example

A CRM consolidation: 214 field mappings recorded, of which impact analysis showed 31 fed live reporting — those became the migration's first phase rather than being discovered on cutover weekend.

Tips

  • Record the transformation, not just the correspondence. "source.amount → target.amount_cents, ×100" is a specification; an arrow is not.
  • Map the fields nobody uses too, and mark them. Deciding not to migrate something should be a recorded decision.

Limitations

  • Impact analysis follows recorded relationships only, so a consumer nobody modelled is a consumer it cannot warn you about.

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