HOL Informatica 9.1.0 Upgrade

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Informatica 9.1.0 Upgrade / Planning and Process

Informatica Global Customer Support

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Agenda

• Informatica 9.1.0 Upgrade Project Planning

• Informatica 9.1.0 Upgrade Overview

• Tips, Tricks, and Gotcha

• Testing Strategies

• Available Resources

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Informatica 9.1.0 Upgrade Project Planning

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Upgrade Project Planning

• Resource Analysis• Identify Resource Needs

• ETL Resources• Server Administration Resources• Database Administration Resources• Networking Resources• Testing Team Resources• External Technical Resources

• Requirements Analysis• Identify Requirements

• Software Needs• Hardware Needs• Infrastructure Needs

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Upgrade Project Planning

• Timeline Analysis• Upgrade / Testing Duration• Additional Timing Items to Consider

• Business Impact Analysis

• Testing Analysis• Database Availability• Testing Types Needed• Amount of Testing Required

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Pre and Post Upgrade Steps

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Pre Upgrade Steps

• Determine the type of Upgrade Needed• DB Migration / OS / Server Migration• In Place

• Server Preparation• Install OS• Configure File Systems• Configure Security

• Informatica Preparation• Pre-Install Check List• Environment Clean Up• I9 Pre-Installer Check• Upgrade Planner https://communities.informatica.com/community/my-support/products/informatica-9

• Development of the Punch List should be done, during this portion of the upgrade.

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Pre Upgrade Steps

• Database Preparation• Upgrade / Install New RDBMS

Software• Create New DB• Create and Configure Users

• Testing Preparation• Gathering test source sample data• Generation / gathering of all unit test

plans• Set up or connectivity of testing tools• Establishing ETL Runtime Baseline

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Post Upgrade Steps

• Review Domain Configuration• Installation of New PowerCenter Plugins• Installation of New Informatica Services• Security Setup• Script Adjustments• Extensive Testing

• Typical Post Upgrade Tasks

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Post Upgrade Steps

• 9.1.0 Specific Upgrade Steps• Check for any incremental licenses to be applied, for certain 9.1

features to be enabled. 8.x licenses are automatically upgraded to v9.

• Upgrade does not provide an option to enable TLS for the domain. Use Administrator UI to set this flag, if necessary.

• Importing Users and Groups from previous installation • The commands exportUsersAndGroups and

importUsersAndGroups can be used for this purpose. To import from 8.x domain –epc option must be set.

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Informatica 9.1.0 Upgrade Overview

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Informatica 9.1.0 Upgrade Support Matrix CaveatsLEGEND NA Not Applicable

NS Not Supported,must upgrade to an intermediate version before upgrading to 9.1.0

S Supported without caveats

S* Supported with caveats, caveats identified below

S1 Metadata Manager or Data Analyzer must be upgraded to PowerCenter 8.6.1 before upgrading to 9.1.0.

S2The Metadata Manager Service, Reporting Service, and Reference Table Manager Service must be upgraded to PowerCenter 8.6.1

before upgrading to 9.1.0.

S3IDQ 8.6.2 upgrade requires a special command line package to

migrate the metadata from 8.6.2 to 9.1.0. Also, some transforms will not be automatically migrated.

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Informatica 9.1.0 Upgrade Support Matrix

Installed Version of the Product

Product Versions 7.x.y 8.0.0 8.1.0 8.1.1 8.5.0 8.5.1 8.6.0 8.6.1 8.6.2 9.0.0 9.0.1

PowerCenter Standard Edition NS NS S S S S S S NA NS S

Advanced Edition NS NS S1 S1 S2 S2 S2 S NA NS S

Real Time Edition NA NA NA NA S S S S NA NS S

PowerExchangeSources and Targets NS NS S S S S S S NA NS S

Change Data Capture NS NS S S S S S S NA NS S

Data Services NA NA NA NA NA NA NA NA NA NS S

Data QualityIDE Standard

Edition NA NA NA NA NA NA NS NS NS NS SIDE Advanced

Edition NA NA NA NA NA NA NA NA NA NS S

IDQ NA NA NA NA NS NA NS NS S3 NS S

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Upgrade Overview• Domain Metadata Upgrade and Server Install

• The upgrade of the domain metadata is handled as part of the installation wizard and occurs after the files have been copied to the install location.

• This step is mandatory as failing to upgrade the domain metadata will prevent one from starting the 9.1.0 domain.

• Application Services Upgrade• After the domain is upgraded and running, services requiring

upgrade can be upgraded through the Administrator tool. • All services can be upgraded through the upgrade service

wizard or through individual service actions.

• Informatica Developer and PowerCenter Clients• The Informatica clients is upgraded through a separate installer.• The latest client is required to utilize 9.1.0 functionality.

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Upgrade Support Matrix - Notes

General• Customers running unsupported installed versions are recommended to upgrade

to 8.6.1 before upgrading to 9.1.0.

• Customers are recommended to upgrade their installed version to the latest hotfix or service pack before starting an upgrade.

• Consult the documentation if your upgrade involves caveats or is not supported.

• Please review PAM Overview for significant changes that may impact upgrade. i.e. Unsupported Operating Systems and Database Servers.

• Upgrade caveats for individual services can be found in release notes and service specific enablement material.

Data Quality• DQ IDE Standard Edition 8.x.y must be upgraded to IDE Standard Edition 9.0.0

before upgrading to IDE Standard Edition 9.1.0.

• Please refer to the IDQ documentation for the Command Line Utility for 8.6.x IDQ migration and Identity Resolution.

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Upgraded Components• The following components require a metadata upgrade.

• Informatica Domain:• 8.x domain metadata must be upgraded to 9.1.0 metadata. • 9.0.1 domain metadata must be upgraded to 9.1.0 metadata.

• PowerCenter Services:• PowerCenter Repository service requires a metadata

upgrade if upgrade from any 8.x version. • PowerCenter 9.0.1 does not require an upgrade to

PowerCenter 9.1.0.• PowerCenter Repositories older than 8.5 require an additional

“Users and Groups” upgrade. This is the same step as introduced in 8.5.

• 8.x and 9.x Metadata Manager and Reporting services require an upgrade to 9.1.0 metadata.

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Upgraded Components

• 9.x Data Quality and Data Services:• 9.0.1 Model Repository Services metadata must be upgraded to

9.1.0 MRS metadata. • The process is similar to PowerCenter Repository Service• 9.0.1 Data Integration Services require a metadata upgrade for

the service itself, and an additional upgrade for the profiling warehouse metadata.

• Client Tools• You have a choice to upgrade client tools or install new• New and existing client tools can reside on the desktop• Install Developer Client – Eclipsed based IDE specifically for IDQ

and Data Services• PowerCenter – Install Client Tools (Designer/Workflow Mgr.)

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Upgrade through the InstallerDomain Upgrade

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Installer Upgrade Overview

• The installer has 3 paths in 9.1.0:• Install 9.1.0 on a new machines and create a new 9.1.0 domain.

This is for first time installs and will create a brand new domain.• Install 9.1.0 on a new machine and join an existing 9.1.0 domain.

This will install new binaries but requires an 9.1.0 domain with at least 1 gateway node to be running to join.

• Upgrade a previous installed version to 9.1.0. This requires a previous install of PowerCenter 8.x or Informatica 9.x

• By default the upgrade component of the installer requires access to the previous installation of Informatica to perform an upgrade.

• A user can override the domain configuration information if they choose “Allow changes to hostname and port” option

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Installer Domain Upgrade Process

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Application Service Upgrade

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Appl. Service Upgrade Overview

• After installer upgrade is complete and the domain is running in 9.1.0.

• Users can use the Informatica Administrator to upgrade their PowerCenter services content to 9.1.0.

• Service upgrade wizard provides the smoothest upgrade experience for all services. • Service content upgrade can also be executed individually

per service or through command line.

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Application Service Upgrade Process

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Tips, Tricks, and Gotchas

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Informatica 9.1.0 Upgrade Tips and Tricks

Area Description

UpdatesCheck with Informatica for updated Tips and Tricks and Gotchas. We will continue to evolve the Velocity best practices around Informatica 9x upgrades.

Project Planning Spending the additional time to incorporate true project management tasks. This will ultimately be worth its weight in gold.

I9 Pre-installerPrior to any installation or upgrade one should run the I9 pre-installer to confirm the environment is ready for the installation / domain upgrade.

RTMMake sure to export all RTM table information prior to upgrading the domain metadata. The upgrade process removes the RTM service from the domain since it is now incorporated into the Analyst Tool.

TLS Enablement

This is a new security option introduced in 9.1. Enables all inter-service communication involving DIS, MRS & Analyst Service, and client communications involving Developer & infacmd clients to be encrypted .

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Area Description

Re-Index of Modeling Repository

After you re-index the modeling repository allow for 5 minutes to pass to allow for the reference table data will display inside of the analyst tool.

ParallelismIf you need to upgrade multiple objects at the same time this can be conducted only through the Actions drop down per service. (Make sure underlying DB server can handle this)

LDAP

When you upgrade, all users are imported into the domain. However, all users over 1000 will be dropped inreverse alphabetic order the next time the Service Manager synchronizes with the LDAP service directory.

Unix/LinuxFile Descriptors

On UNIX or Linux, verify that the operating system meets the file descriptor requirement. Informatica service processes can use a large number of files. Set the file descriptor limit per process to 4096 or higher. (Captured by I9PI)

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Area Description

DB2

If the domain configuration repository is in an IBM DB2 9.1 database, run the DB2 reorgchk command to optimizedatabase operations. The reorgchk command generates the database statistics used by the DB2 optimizer in queries and updates. Use the following command:REORGCHK UPDATE STATISTICS on SCHEMA SchemaName

HTTPS DomainMigrations

Before starting upgrade rename the custom keystore file to PC_DEFAULT.keystore (on 8.x), or Default.keystore (on 9.0.1). Keystore files are located in server/tomcat/conf directory in current installation.

Schema Break Out

Domain metadata cannot reside in the same DB account as the metadata for a Model Repository Service. The domain schema must have create view permissions (Oracle)

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Area DescriptionBackup Nodemeta.xml

Server.xmlDomain MetadataServices Repository Metadata

Data Quality After upgrading the Data Integration Service, additional Country and Geocode pre-load lists must be configured for Address Validation (in Content Management Service)

Profiling Warehouse Although DIS Profiling Warehouse upgrade is optional for Data Services customers, it is REQUIRED by Data Quality customers. If the Data Integration Service is upgraded but not the Profiling Warehouse, then Data Quality functionality will not function correctly. Users will still be able to run previews and SQL endpoints, but will not be able to run profiles, scorecards or deployed DQ mappings.

Netezza Upgrades For those customers integrated with Netezza there will be additional steps to register the plug ins and running of the pmrepcommand to upgrade Netezza to a relational connection.

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Informatica 9.1.0 Upgrade Tips and TricksArea DescriptionOracle Lite Client For clients using Oracle the Oracle Lite Client does not provide

enough for Informatica to make all of the needed connections to the database. We need to full client install.

811 Upgrade with DA As of base install there is a issue with having the user Administrator in an a group. This prevents deployment of DA. You will need to remove the Administrator from all groups except Everyone.

Silent Installer (Client) For customers with the need to install high number of clients inside of their environment. We recommend utilizing the silent installer to maximize efficiency.

Silent Installer (Server) For customers with the need to install / upgrade a high number of servers inside of their environment. We recommend utilizing the silent installer to maximize efficiency.

User / Group Migrations with 861 Upgrades (9.1.0 Only)

Fresh installs for parallel build outs of the environments will not result in the users / groups existing in the new environment. Export out the users and groups from the existing domain and import them into the new domain prior to any application service upgrade.

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Available Resources

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Global Customer Support Enablement

• Award Winning Dedicated Support Staff

• Dedicated Upgrade to 9.1.0 Product Solution Center• Upgrade Planner (https://communities.informatica.com/community/my-support/products/informatica-9)

• Dedicated 8.x to 9.1.0 Upgrade Guides• How To Articles for PC Upgrades and IDQ Migrations• Upgrade Forum

• Extensive Knowledge Base of upgrade issues with solutions and workarounds

• Product Documentation

• New Features and Release Notes

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• Upgrade Planner (Audio-Visual Presentation of 30 minutes)

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• Topics Covered in Upgrade Planner

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• Provides details on Informatica 9.1 Architecture

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• Lists Known Limitations that you should be aware off

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Global Educational Services Enablement –Half-day Class• Overview

• Draw a proven, 13-year track record of product enablement.• Informatica GES releases timely classes on product upgrades.• Mitigate risk by being informed about the upgrade process to the latest

version of PowerCenter.

• Value Proposition• Hand’s on experience: PowerCenter 9 Upgrade Class

Intense Half-day Class describes what’s new in the Informatica 9 platform and PowerCenter 9.x & explains Architecture

• Plan your upgrade to implement best practices• Plan your upgrade for minimal disruption

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Informatica Professional Services Enablement -Major Upgrade Package• Overview

• Draw upon a proven 13-year track record of innovation and leadership.• Informatica Professional Services performs major release software

upgrades every day of the year.• Leverage our deep expertise to mitigate risk and allow your organization

to take advantage of the latest version of our software.

• Value Proposition• Effective upgrades with minimal disruption delivered by upgrade

specialists with unparalleled experience.• Optimal deployment of enhanced features with knowledge transfer to

build in-house staff competency.• Guidance through best practices for upgrade environments and test

procedures to protect production systems.

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PowerCenter Health Check

Performance : Settings across your repository thatcould be adversely affecting yourability to process more data quickly

Maintenance : Items that may put your repository at risk or cause less than efficient administration of your environment

Standards : Consistency across repository objects to improve future maintenance

Architecture : Common architecture choices that may deviate from common best practices in high performance environments

Learn more about the Informatica Health Check. Email us at [email protected]

Program offered by Informatica Professional Servicesthat extracts information from your repository anddomain and provide you with a comprehensive reportthat reviews key statistics for the areas of Performance,Maintenance, Standards, and Architecture along withrecommendations and corrective actions

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Contact ushttp://www.informatica.com/products_services/customer_support/Pages/customer_support_centers.aspx

HOL Informatica 9.1.0 Upgrade

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