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Informatica Administrator Getting Started Guide

Version 10.0November 2015

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1: Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Informatica Domain Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Using Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2: Lesson 1. Accessing Informatica Administrator. . . . . . . . . . . . . . . . . . . . 12

Accessing Informatica Administrator Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Task 1. Record Domain, User, Database, and Application Service Information. . . . . . . . . . . . . . 13

Informatica Domain Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Informatica Administrator User Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Data Integration Service Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Analyst Service Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Task 2. Log In to Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Task 3. Change Your Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Accessing Informatica Administrator Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 3: Lesson 2. Creating Application Services. . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Creating Application Services Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Task 2. Create a Model Repository Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Task 2. Create Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Task 3. Create a Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Task 4. Create an Analyst Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Creating Application Services Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 4: Lesson 3. Setting Up Informatica Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Setting Up Informatica Users Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Task 1. Create a User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

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Task 2. Grant Privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Setting Up Informatica Users Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 5: Lesson 4. Monitoring Jobs and Applications. . . . . . . . . . . . . . . . . . . . . . . 33

Monitoring Jobs and Applications Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Task 1. View Profile and Scorecard Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Task 2. View Connections to an SQL Data Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Task 3. View Requests for an SQL Data Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Task 4. View Requests for a Web Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Task 5. Monitor a Workflow Instance Run. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Task 6. View Event Logs for the Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Monitoring Jobs and Applications Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

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Preface

The Informatica Administrator Gett ing Started Guide is written for Informatica administrators and operators

who manage and monitor the domain. It provides a tutorial to he lp first-time users learn how to use the

Administrator tool.

Informatica Resources

Informatica My Support Portal

As an Informatica customer, the f irst step in reaching out to Informatica is through the Informatica My Support

Portal at https://mysupport.informatica.com . The My Support Portal is the largest online data integration

collaboration platform with over 100,000 Informatica customers and partners worldwide.

As a member, you can:

• Access al l of your Informatica resources in one place.

• Review your support cases.

• Search the Knowledge Base, find product documentation, access how-to documents, and watch support

videos.

• Find your local Informatica User Group Network and collaborate with your peers.

Informatica Documentation

The Informatica Documentation team makes every effort to create accurate, usable documentation. If you

have questions, comments, or ideas about this documentation, contact the Informatica Documentation team

through email at [email protected] . We will use your feedback to improve our

documentation. Let us know if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for yourproduct, navigate to Product Documentation from https://mysupport.informatica.com .

Informatica Product Availability Matrixes

Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types

of data sources and targets that a product release supports. You can access the PAMs on the Informatica My

Support Portal at https://mysupport.informatica.com .

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Informatica Web Site

You can access the Informatica corporate web site at https://www.informatica.com . The site contains

information about Informatica, its background, upcoming events, and sales offices. You will also find product

and partner information. The services area of the site includes important information about technical support,

training and education, and implementation ser vices.

Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library at

https://mysupport.informatica.com . The How-To Library is a collection of resources to help you learn more

about Informatica products and features. It includes articles and interactive demonstra tions that provide

solutions to common problems, compare features and behaviors, and guide you through performing specific

real-world tasks.

Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base at

https://mysupport.informatica.com . Use the Knowledge Base to search for documented solutions to known

technical issues about Informatica products. You can also find answers to frequently asked questions,

technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge

Base, contact the Informatica Knowledge Base team through email at [email protected].

Informatica Support YouTube Channel

You can access the Informatica Support YouTube channel at http://www.youtube.com/user/INFASupport . The

Informatica Support YouTube channel includes videos about solutions that guide you through performing

specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel,

contact the Support YouTube team through email at [email protected] or send a tweet to

@INFASupport.

Informatica Marketplace

The Informatica Marketplace is a forum where developers and partners can share solutions that augment,

extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions

available on the Marketplace, you can improve your productivity and speed up time to implementation on

your projects. You can access Informatica Marketplace at http://www.informaticamarketplace.com .

Informatica Velocity

You can access Informatica Velocity at https://mysupport.informatica.com . Developed from the real-world

experience of hundreds of data management projects, Informatica Velocity represents the collective

knowledge of our consultants who have worked with organizations from around the world to plan, develop,deploy, and maintain successful data management solutions. If you have questions, comments, or ideas

about Informatica Velocity, contact Informatica Professional Services at [email protected].

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or through the Online Support.

Online Support requires a user name and password. You can request a user name and password at

http://mysupport.informatica.com .

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http://mysupport.informatica.com/mailto:[email protected]://www.informaticamarketplace.com/mailto:[email protected]:[email protected]://mysupport.informatica.com/mailto:[email protected]://mysupport.informatica.com/http://www.informaticamarketplace.com/mailto:[email protected]://www.youtube.com/user/INFASupportmailto:[email protected]://mysupport.informatica.com/http://mysupport.informatica.com/http://www.informatica.com/


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The telephone numbers for Informatica Global Customer Support are available from the Informatica web site

at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/ .

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C H A P T E R 1

Getting Started Overview

This chapter includes the following topics:

• Informatica Domain Overview, 9

• Using Informatica Administrator, 11

Informatica Domain Overview

Informatica has a service-oriented architecture that provides the ability to scale services and to share

resources across multiple machines. The Informatica domain is the primary unit for the management and

administration of services.

You can log in to Informatica Administrator after you install Informatica. You use the Administrator tool to

manage the domain and configure the required application services before you can access the remaining

application clients.

The Informatica domain contains the following components:

• Application cl ients. A group of clients that you use to access underlying Informatica functionality. Application cl ients make requests to the Service Manager or application services.

• Application services. A group of services that represent server-based functionality. An Informatica domain

can contain a subset of application services. You create and configure the application services that the

application clients require.

Application services include system services that can have a single instance in the domain. When you

create the domain, the system services are created for you. You can configure and enable a system

service to use the functionality that the service provides.

• Profile warehouse. A relational database that the Data Integration Service uses to store profile results.

• Repositories. A group of relational databases that store metadata about objects and processes required to

handle user r equests from application clients.

• Service Manager. A service that is built in to the domain to manage all domain operations. The ServiceManager runs the application services and performs domain functions including authentication,

authorization, and logging.

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The following table lists the application clients, not including the Administrator tool, and the application

services and the repositories that the client requires:

Application Client Application Services Repositories

Data Analyzer Reporting Service Data Analyzer repository

Informatica Reporting and Dashboards Reporting and Dashboards Service Jaspersoft repository

Informatica Analyst - Analyst Service- Content Management Service

- Data Integration Service

- Model Repository Service

- Search Service

Model repository

Informatica Developer - Analyst Service

- Content Management Service

- Data Integration Service

- Model Repository Service

Model repository

Metadata Manager - Metadata Manager Service

- PowerCenter Integration Service

- PowerCenter Repository Service

- Metadata Manager repository

- PowerCenter repository

PowerCenter Client - PowerCenter Integration Service- PowerCenter Repository Service

PowerCenter repository

Web Services Hub Console - PowerCenter Integration Service

- PowerCenter Repository Service

- Web Services Hub

PowerCenter repository

The following application services are not accessed by an Informatica application client:

• PowerExchange Listener Service. Manages the PowerExchange Listener for bulk data movement and

change data capture. The PowerCenter Integration Service connects to the PowerExchange Listener

through the Listener Service.

• PowerExchange Logger Service. Manages the PowerExchange Logger for Linux, UNIX, and Windows to

capture change data and write it to the PowerExchange Logger Log files. Change data can originate from

DB2 recovery logs, Oracle redo logs, a Microsoft SQL Server distribution database, or data sources on an

i5/OS or z/OS system.

• SAP BW Service. Listens for RFC requests from SAP BI and requests that the PowerCenter Integration

Service run workflows to extract from or load to SAP BI.

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Using Informatica Administrator

Informatica Administrator (the Administrator tool) is the tool you use to manage and monitor the Informatica

domain and Informatica security.

Use the Administrator tool to complete the following types of tasks:

• Domain administrative tasks. Manage logs, domain objects, user permissions, and domain reports.

Generate and upload node diagnostics. Monitor Data Integration Service jobs and applications. Domain

objects include application services, nodes, grids, folders, database connections, operating system

profiles, and licenses.

• Security administrative tasks. Manage users, groups, roles, and privileges.

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C H A P T E R 2

Lesson 1. Accessing Informatica

Administrator


• Accessing Informatica Administrator Overview, 12

• Task 1. Record Domain, User, Database, and Application Service Information, 13

• Task 2. Log In to Informatica Administrator, 17

• Task 3. Change Your Password, 17

• Accessing Informatica Administrator Summary, 18

Accessing Informatica Administrator Overview

The Administrator tool consolidates the administrative tasks for domain objects such as services, nodes,

licenses, and grids. You manage the domain and the security of the domain through the Administrator tool.

Objectives

In this lesson, you complete the following tasks:

• Record the domain and the administrator user account information. The domain information provides

address components of the Administrator tool URL, and the user account provides access to the

Administrator tool.

• Log in to the Administrator tool. Lessons in this tutorial require that you can log in to the Administrator

tool.

• Change the password of your user account.

Prerequisites

Before you start this lesson, verify the following prerequisites:

• The Informatica domain is running.

• The administrator or user who installed Informatica has provided you with the domain connectivity

information and an administrator user account.

Timing

Set aside 10 to 15 minutes to complete this lesson.

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Task 1. Record Domain, User, Database, and Application Service Information

In this task, you record the domain connection, user account information, database connections, and

application service information.

You need this information to access the Administrator tool, and to create connections and application

services.

Informatica Domain Information

If you do not know the domain connectivity information, contact the person who installed Informatica.

Use the following table to record domain information:

Domain Information Values

Domain Name

Gateway Node Host Name

Informatica Administrator Port Number

Informatica Administrator User Account

Use an administrator user account to log in to the Administrator tool to complete the lessons in this tutorial.

The default administrator user name is Administrator. If you do not have the password for the default

administrator, ask for the password or for a user account with the Administrator role.

Use the following table to record the user account information:

Account Information Values

Admin istra tor Username

Admin istra tor Password

Security Domain

Database Connections

Ask the database administrator to set up databases and user accounts for Informatica repositories. Thedatabase administrator must provide the connection information for the following databases:

• Model repository

• Profiling warehouse

• Data object cache

You will use the database connection information when you create connection objects in another lesson.

Task 1. Record Domain, User, Database, and Application Service Information 13


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Use the following table to record the connection information for the databases:

Database

ConnectionInformation

Description Model

Repository

Profiling

Warehouse

Data Object

Cache

Database Type Database type. You can create a

connection to the following

databases:- Oracle

- IBM DB2

- Microsoft SQL Server

- ODBC

Database User Name User name for the database user

account.

Database Password Password for the database user

account.

Metadata Access:Connection String

JDBC connection URL used toaccess metadata from the

database.- IBM DB2: jdbc:informatica:db2://

:;DatabaseName=

- Oracle: jdbc:informatica:oracle://

:;SID=

- Microsoft SQL Server:

jdbc:informatica:sqlserver://

:;DatabaseName=

Not applicable for ODBC.

Data Access:

Connection String

Connection string used to access

data from the database.- IBM DB2:

- Microsoft SQL Server: @

- ODBC:

- Oracle: .world

from the TNSNAMES entry.

Data Access: Code

Page

Code page used to read from a

source database or write to a

target database or target file.

Envi ronment SQL SQL commands to set thedatabase environment when you

connect to the database. The

Data Integration Service runs theconnection environment SQL

each time it connects to the

database.

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Database

Connection

Information

Description Model

Repository

Profiling

Warehouse

Data Object

Cache

SQL IdentifierCharacter

The type of quote character usedfor the Support Mixed Case

Identifiers property. Select the

quote character based on thedatabase in the connection. The

options are:- DOUBLE_QUOTE

- SINGLE_QUOTE

- BACK_QUOTE

- SQUARE_BRACKETS

- QUOTE_EMPTY

Support Mixed CaseIdentifiers

Enables the Developer tool and Analys t tool to place quotes

around table, view, schema,

synonym, and column names

when generating and executingSQL against the objects in the

connection. Use if the objects

have mixed-case or lowercasenames. Also, use if the object

names contain SQL keywords,

such as WHERE. By default, thisoption is cleared.

Data Integration Service Information

Use this information to create the Data Integration Service.

Use the following table to record the Data Integration Service information:

Data Integration Service

Information

Description Values

HTTP Port Unique port number forthe Data Integration

Service. Default is 8095.

Username User name to access the

Model RepositoryService.

Password User password to access

the Model RepositoryService.

Security Domain LDAP security domain

for the Model repository

user. The field appears

when the Informaticadomain contains an

LDAP security domain.



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Analyst Service Information

Use this information to create the Analyst Service.

Use the following table to record the Analyst Service information:

Analyst Service

Information

Description Values

HTTP Port Port number for the Analyst

Service. Use a port numberthat is different from the

HTTP port number for the

Data Integration Service.

Username The database user name forthe Model repository.

Password The database password for

the Model repository.

Security Domain LDAP security domain for the

user who manages the ModelRepository Service.

Task 2. Log In to Informatica Administrator

In this task, you log in to the Administrator tool.

1. Start Microsoft Internet Explorer or Google Chrome.

2. In the Address field, enter the following URL for the Administrator tool login page:

http://:/administrator/

The host is the gateway node host name. The port is the Informatica Administrator port number.

3. In the Informatica Administrator login page, enter the user name and password.

4. Select Native or the name of a specific security domain.

The Security Domain field appears when the Informatica domain contains an LDAP security domain.

5. Click Log In.

Task 3. Change Your PasswordIn this task, you change your password for the Administrator tool.

1. In the Administrator tool header area, click Manage > Change Password.

The Change Password page appears.

2. On the Change Password page, enter the current password in the Current Password box, and the new

password in the New Password and Confirm New Password boxes.

3. Click Update.

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Accessing Informatica Administrator Summary

In this lesson, you learned the components of the Administrator tool, how to log in to the Administrator tool,

and how to change your password.

You recorded the domain connectivity and administrator user account information. You also logged into the Administrator tool and changed your password.

Use the administrator user account and new password to complete the next lessons in this tutorial.



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C H A P T E R 3

Lesson 2. Creating Application

Services


• Creating Application Services Overview, 19

• Task 2. Create a Model Repository Service, 20

• Task 2. Create Database Connections, 22

• Task 3. Create a Data Integration Service, 24

• Task 4. Create an Analyst Service, 27

• Creating Application Services Summary, 29

Creating Application Services Overview

Use the Administrator tool to create application services.

Application services provide the functionali ty for the Informatica domain operations. Create the fol lowing

application services for use with the Analyst tool:

• Model Repository Service. The Model Repository Service manages the Model repository. The Analyst

tool, Data Integration Service, and Administrator tool store metadata in the Model repository.

• Data Integration Service. The Data Integration Service is an application service that performs data

integration tasks for the Analyst tool and other external clients.

• Analyst Service. The Analyst Service is an application service that runs the Analyst tool. The Analyst

Service manages the connections between service components and the users who access the Analyst

tool.

You associate a Data Integration Service with a profiling warehouse and a data object cache database. When

you create these application services, you select connections to these databases. A database connection is a

domain object that contains connectivity information for a relational database. You create the connection

objects before you create the Data Integration Service and Analyst Service.

Story

An administrator at HypoStores needs to create application services. An analyst needs a Model Repository

Service, Data Integration Service, and Analyst Service to use the Analyst tool.

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Objectives


• Create a Model Repository Service to manage the Model repository.

• Create a Model repository to store metadata.

• Create database connections to the profiling warehouse and data object cache database.

• Create a Data Integration Service to perform data integration tasks.

• Create an Analyst Service to run the Analyst tool.

Prerequisites


• You have the database connection information for the Model repository, profiling warehouse, and data

object cache. You gathered this information in the first lesson.

• You have a license object in the domain. The Informatica installer creates a license object in the domain.

You need a license object to create application services.

Timing


Task 2. Create a Model Repository Service

In this task, you create a Model Repository Service. The Model Repository Service manages the Model

repository for data services, data quality, and data integration projects.

1. In the Administrator tool, click the Manage tab.

2. Select the Services and Nodes view.

3. On the Navigator Actions menu, click New > Model Repository Service.

The New Model Repository Service - Step 1 of 2 dialog box appears.

4. Enter the following general properties for the Model Repository Service:

Property Description

Name Name of the Model Repository Service. The name is not case sensitive and must be unique

within the domain. It cannot exceed 128 characters or begin with @. It also cannot containspaces or the following special characters:

` ~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description Description of the Model Repository Service. The description cannot exceed 765 characters.

Location The folder where you want to create the service. If a folder is not specified, the domain name

appears in this field.

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License License to assign to the Model Repository Service. Select the license installed with

Informatica services.

Node Node to run the Model Repository Service. Select an existing node in the domain.

5. Click Next.

The New Model Repository Service - Step 2 of 2 dialog box appears.

6. Enter the following database properties for the Model Repository Service:


Database Type Type of database.

Username The database user name for the Model repository.

Password An encrypted version of the database password for the Model repository.

Connect ion Str ing The JDBC connect ion s tr ing used to connect to the Model repos itory

database.

Use the following JDBC connect string syntax for each supported database:- IBM DB2. jdbc:informatica:db2://

:;DatabaseName=;BatchPerformanceWorkaround=true;DynamicSections

=3000

- Microsoft SQL Server that uses the default instance.

jdbc:informatica:sqlserver://

:;DatabaseName=;SnapshotSerializable=true

- Microsoft SQL Server that uses a named instance.

jdbc:informatica:sqlserver://\;DatabaseName=

;SnapshotSerializable=true

- Oracle. jdbc:informatica:oracle://

:;SID=;MaxPo

oledStatements=20;CatalogOptions=0;BatchPerformance

Workaround=true

7. Click Test Connection to test the connection to the database.

8. Select Create New Content to create content for the Model repository in the specified database.

9. Select Enable Service to make the Model Repository Service available.

10. Click Finish.

It might take a few minutes to enable the service.

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Task 2. Create Database Connections

In this task, you create database connections for the profiling warehouse database and data object cache

database.


2. Click the Connections view.

3. In the Navigator, select the domain.

4. On the Navigator Actions menu, click New > Connection.

The New Connection dialog box appears.

5. Select one of the following connection types:

• DB2

• DB2 for i5/OS

• DB2 for z/OS

• ODBC

• ORACLE

• SQLSERVER

6. Click OK.

The New Connection - Step 1 of 3 dialog box appears.

7. Enter the following connection properties based on the database type:


Name Name of the connection. The name is not case sensitive and must be unique within the

domain. The name cannot exceed 128 characters, contain spaces, or contain the following

special characters:

~ ` ! $ % ^ & * ( ) - + = { [ } ] | \ : ; " ' < , > . ? /

ID Str ing that the Data Integrat ion Service uses to identi fy the connection. The ID is not case

sensitive. It must be 255 characters or less and must be unique in the domain. You cannot

change this property after you create the connection. Default value is the connection name.

Description Optional description of the connection. The description cannot exceed 765 characters.

User Name The database user name.

Password The password for the database user name.

8. Click Next.




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Metadata Access:

Connection String

JDBC connection URL used to access metadata from the database.

- IBM DB2: jdbc:informatica:db2://:;DatabaseName=- Oracle: jdbc:informatica:oracle://:;SID=

- Microsoft SQL Server: jdbc:informatica:sqlserver://:;DatabaseName=

Not applicable for ODBC.

Data Access:

Connection String

Connection string used to access data from the database.- IBM DB2:

- Microsoft SQL Server: @

- ODBC:

- Oracle: .world from the TNSNAMES entry.

Data Access:

Code Page

Code page used to read from a source database or write to a target database or target

file.

10. Click Test Connection to verify that the connectivity information for metadata access is valid.

11. Click Next.




Environment SQL SQL commands to set the database environment when you connect to the database.

The Data Integration Service runs the connection environment SQL each time itconnects to the database.

Transaction SQL SQL commands to set the database environment when you connect to the database.The Data Integration Service runs the transaction environment SQL at the beginning of

each transaction.

Connection Retry

Period

The number of seconds that the Data Integration Service tries to reconnect to the

database if the connection fails. If the Data Integration Service cannot connect to the

database in the retry period, the integration object fails. Default is 0.

Domain Name Microsoft SQL Server on Windows. The name of the domain.

Packet Size Microsoft SQL Server. The packet sized used to transmit data. Used to optimize thenative drivers for Microsoft SQL Server.

Owner Name Microsoft SQL Server. The name of the owner of the schema.

Schema Name Microsoft SQL Server. The name of the schema in the database. You must specify the

schema name for the Profiling Warehouse if the schema name is different from the

database user name.

Enable ParallelMode

Oracle. Enables parallel processing when loading data into a table in bulk mode. Bydefault, this option is cleared.

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Tab lespace IBM DB2. The tab lespace name of the database.

SQL Identifier

Character

The type of quote character used for the Support Mixed Case Identifiers property.

Select the quote character based on the database in the connection. The options are:- DOUBLE_QUOTE

- SINGLE_QUOTE

- BACK_QUOTE

- SQUARE_BRACKETS

- QUOTE_EMPTY

Support Mixed

Case Identifiers

Enables the Developer and Analyst tools to place quotes around table, view, schema,

synonym and column names when they generate and run SQL against these objects inthe connection. Use if the objects have mixed-case or lowercase names, or if the

object names contain SQL keywords, such as WHERE. By default, this option is

disabled.

13. Click Finish.

14. Repeat all the steps to set up connection objects for each of the following databases:

• Profiling warehouse database

• Data object cache database

You have created database connection objects that you will use when you create application services in the

next lesson.

Task 3. Create a Data Integration Service

In this task, you create a Data Integration Service. The Data Integration Service performs data integrationtasks for the Analyst tool, the Developer tool, and external clients.


2. Click the Services and Nodes view.

3. In the Domain Navigator, select the domain.

4. Click Actions > New > Data Integration Service.

The New Data Integration Service wizard appears.

5. On the New Data Integration Service - Step 1 of 14 page, enter the following properties:


Name Name o f the serv ice. The name is not case sensi tive and must be unique within the

domain. It cannot exceed 128 characters or begin with @. It also cannot contain spaces

or the following special characters:

` ~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description Description of the service. The description cannot exceed 765 characters.



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Loca tion Domain and folder where the service is created . C lick Browse to choose a different

folder. You can move the service after you create it.

Li cense License object that al lows use of the service.

Assign Selec t Node to configure the service to run on a node. If your license includes grid, youcan create a grid and assign the service to run on the grid after you create the service.

Node Node on which the service runs.

Backup Nodes If your license includes high availability, nodes on which the service can run if the

primary node is unavailable.

ModelRepository

Service

Model Repository Service to associate with the service.

Username User name that the service uses to access the Model Repository Service. Enter theModel repository user that you created. Not available for a domain with Kerberosauthentication.

Password Password for the Model repository user. Not available for a domain with Kerberos

authentication.

Security

Domain

LDAP security domain for the Model repository user. The field appears when the

Informatica domain contains an LDAP security domain. Not available for a domain withKerberos authentication.

6. Click Next.

The New Data Integration Service - Step 2 of 14 page appears.

7. Enter the HTTP port number to use for the Data Integration Service.

8. Accept the default values for the remaining security properties. You can configure the security properties

after you create the Data Integration Service.

9. Select Enable Service.

The Model Repository Service must be running to enable the Data Integration Service.

10. Verify that the Move to plugin configuration page is not selected.

11. Click Next.


12. Set the Launch Job Options property to one of the following values:

• In the service process. Configure when you run SQL data service and web service jobs. SQL data

service and web service jobs typically achieve better performance when the Data Integration Serviceruns jobs in the service process.

• In separate local processes. Configure when you run mapping, profile, and workflow jobs. When the

Data Integration Service runs jobs in separate local processes, stability increases because an

unexpected interruption to one job does not affect all other jobs.

If you configure the Data Integration Service to run on a grid after you create the service, you can

configure the service to run jobs in separate remote processes.

13. Accept the default values for the remaining execution options and click Next.

Task 3. Create a Data Integration Service 25


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14. If you created the data object cache database for the Data Integration Service, click Select to select the

cache connection. Select the data object cache connection that you created for the service to access the

database.

15. Accept the default values for the remaining properties on this page and click Next.The New Data Integration Service - Step 5 of 14 page appears.

16. For optimal performance, enable the Data Integration Service modules that you plan to use.

The following table lists the Data Integration Service modules that you can enable:

Module Description

Web Service Module Runs web service operation mappings.

Mapping Service Module Runs mappings and previews.

Profiling Service Module Runs profiles and scorecards.

SQL Service Module Runs SQL queries from a third-party client tool to an SQL data

service.

Workflow Orchestration Service Module Runs workflows.

17. Click Next.


You can configure the HTTP proxy server properties to redirect HTTP requests to the Data Integration

Service. You can configure the HTTP configuration properties to filter the web services client machines

that can send requests to the Data Integration Service. You can configure these properties after you

create the service.

18. Accept the default values for the HTTP proxy server and HTTP configuration properties and click Next.


The Data Integration Service uses the result set cache properties to use cached results for SQL data

service queries and web service requests. You can configure the properties after you create the service.

19. Accept the default values for the result set cache properties and click Next.


20. If you created the profiling warehouse database for the Data Integration Service, select the Profiling

Service module.

21. If you created the workflow database for the Data Integration Service, select the Workflow Orchestration

Service module.

22. Verify that the remaining modules are not selected.You can configure properties for the remaining modules after you create the service.

23. Click Next.


24. If you created the profiling warehouse database for the Data Integration Service, click Select to select

the database connection. Select the profiling warehouse connection that you created for the service to

access the database.

25. Select whether or not content exists in the profiling warehouse database.



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If you created a new profiling warehouse database, select No content exists under specified

connection string.

26. Click Next.


27. Accept the default values for the advanced profiling properties and click Next.


28. If you created the workflow database for the Data Integration Service, click Select to select the database

connection. Select the workflow database connection that you created for the service to access the

database.

29. Click Finish.

The domain creates and enables the Data Integration Service.

Task 4. Create an Analyst ServiceIn this task, you create an Analyst Service. The Analyst Service runs the Analyst tool.

1. On the Manage tab of the Administrator tool, select the Services and Nodes view.

2. On the Navigator Actions menu, click New > Analyst Service.

3. The New Analyst Service - Step 1 of 5 dialog box appears. Configure the properties in the dialog box.

The following table describes the properties:


Name Name of the service. The name is not case-sensitive and must be unique within the domain.

The name cannot exceed 128 characters or begin with @. The name cannot contain characterspaces. The characters in the name must be compatible with the code page of the Modelrepository that you associate with the Analyst Service.

The name cannot contain the following special characters:

` ~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description Description of the service. The description cannot exceed 765 characters.

Loca tion Domain in which the serv ice runs .

License License to assign to the Analyst Service. Select the license that you installed with Informaticaservices.

Node Node on which the Analyst Service runs. If you change the node, you must recycle the

Analyst Service .

4. Click Next.


Task 4. Create an Analyst Service 27


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The following table describes the properties in step 2:


HTTP Port Por t number for the Analyst Servi ce. Use a port number that is di fferent from the

HTTP port number for the Data Integration Service.

Enable SecureCommunication

Clear the option to enable secure communication.

Do not configure the HTTPS Port, Keystore File, Keystore Password, or SSL

Protocol properties.

Enable Service Select the option to enable the service.

6. Click Next.




Model

RepositoryService

Model Repository Service to associate with the Analyst Service. The Model Repository

Service manages the Model repository that the Analyst tool uses. If you update theproperty to specify a different Model Repository Service, recycle the Analyst Service.

Username The database user name for the Model repos itory.

Password An encrypted version of the database password for the Model repository.

Data Integration

Service

Optional property. Data Integration Service to associate with the Analyst Service so that

you can manage exception record data in the Analyst tool. Select a Data Integration

Service that you configured to run workflows. If you update the property to specify adifferent Data Integration Service, recycle the Analyst Service.

8. Click Next.




Data Integration

Service

Data Integration Service to associate with the Analyst tool so that you can perform data

preview, mapping specification, and profile operations in the Analyst tool. If you update

the property to specify a different Data Integration Service, recycle the Analyst Service.

Flat File CacheDirectory

Directory of the flat file cache where the Analyst tool stores uploaded flat files. TheData Integration Service must also be able to access this directory. If the Analyst

Service and the Data Integration Service run on different nodes, configure the flat file

directory to use a shared directory.

MetadataManager Service

Metadata Manager Service to associate with the Analyst Service so that you canperform data lineage operations on scorecards in the Analyst tool.

10. Click Next.



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11. The New Analyst Service - Step 5 of 5 dialog box appears. Configure the property in the dialog box.

The following table describes the property in step 5:


Temporary

Export FileDirectory

Path to the directory to which you export business glossary files from the Analyst tool.

Enter a local path on the machine that hosts the Analyst Service.

Enter a local path on the machine that hosts the Analyst Service.

If you configure a directory that does not exist, the Analyst Service creates the directory.

Restart the Analyst Service if you change the flat file location.

12. Click Finish.

You created an Analyst Service.

Creating Application Services SummaryIn this lesson, you learned why you create Model Repository Services, Data Integration Services, Analyst

Services, and database connections. You also learned how to create application services and database

connections in the Administrator tool.

You created and started a Model Repository Service, a Data Integration Service, and an Analyst Service. You

also created connections objects for the profiling warehouse database and data object cache database.

Creating Application Services Summary 29


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C H A P T E R 4

Lesson 3. Setting Up Informatica

Users


• Setting Up Informatica Users Overview, 30

• Task 1. Create a User, 31

• Task 2. Grant Privileges, 31

• Setting Up Informatica Users Summary, 32

Setting Up Informatica Users Overview

You need a user account to access the application services and objects in the domain and to use the Analyst

tool. Users can perform tasks in Informatica application clients based on the privileges and permissions

assigned to them.

Story

An administrator at HypoStores gets a user account request f rom an analyst. The analyst needs access to

the Analyst tool to create projects.

Objectives


• Create a user to log in to the Analyst tool.

• Grant user privileges to access the Analyst tool and to create projects in the Analyst tool.

Prerequisites


• You have completed the previous lessons in this tutorial.

Timing


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Task 1. Create a User

In this task, you create a user account that can log in to the Analyst tool.

1. In the Administrator tool, click the Security tab.

2. On the Securi ty tab Actions menu, click Create User .

3. Enter the following required fields:

Field Description

Login Name Login name for the user account. The login name for a user account must be unique within

the security domain to which it belongs.

The name is not case sensitive and cannot exceed 128 characters. It cannot include a tab,

newline character, or the following special characters:

, + " \ < > ; / * % ? &

The name can include an ASCII space character except for the first and last character. Allother space characters are not allowed.

Password Password for the user account. The password can be from 1 through 80 characters long.

Confirm

Password

Enter the password again to confirm. You must retype the password. Do not copy and

paste the password.

Full Name Full name for the user account. The full name cannot include the following special

characters:

< > “

4. Click OK.

You created a user account that, with the correct privileges, can log into application clients, such as the

Administrator tool or the Analyst tool.

Task 2. Grant Privileges

In this task, you grant user privileges that are necessary to access and create projects in the Analyst tool.

1. In the Administrator tool, click the Security tab.

2. In the Users section of the Navigator, select the user you created in “Task 1. Create a User” on page 31.

3. In the contents panel, click the Privileges tab.

4. Click Edit.

The Edit Roles and Privileges dialog box appears.

5. Select the Privileges tab.

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6. Select the following privileges:

Privilege Name Location Description

License Access for

Informatica Analyst

- Analyst

Service > Administration >License Access for

Informatica Analyst

Required to access the Analyst tool.

Create Projects - Model

Repository Service >Model Repository Service

Administration > Create

Projects

Required to create projects in the Analyst

tool.

7. Click OK.

Setting Up Informatica Users Summary

In this lesson, you learned that users can perform tasks in Informatica application clients based on their

privileges.

You created a user and granted privileges.

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multiple requests. When you view a request for an SQL data service, the contents panel displays information

such as the request ID, state, and elapsed time.

You can also view event logs for the Data Integration Service that runs the jobs and applications. The event

logs show the service activity, any errors encountered, and the severity of the errors.

Story An administrator at HypoStores wants to view the status of jobs, a workflow, and SQL data services running

on a Data Integration Service.

Objective


• View jobs that are running or previously ran on a Data Integration Service to check for failures.

• View connections to an SQL data service to check for active and timed out connections.

• View requests for an SQL data service and a web service to monitor requests.

• Monitor a workflow instance that ran on a Data Integration Service to check for failures.

• View event logs for a Data Integration Service to check for service errors.

Prerequisites


• An analyst runs profile and scorecard jobs on the Data Integration Service in the domain.

• A developer runs an SQL data service and a workflow on the Data Integration Service in the domain.

Timing


Task 1. View Profile and Scorecard JobsIn this task, you view jobs for profiles and scorecards that are running or that ran on the Data Integration

Service.

To see profile and scorecard jobs, the Data Integration Service must be running profiles or scorecards.

Otherwise, you view information about previous job runs.

1. In the Administrator tool, click the Monitor tab.

2. Click the Execution Statistics view.

3. In the Navigator, expand a Data Integration Service and then select Jobs.

The contents panel displays jobs for the selected Data Integration Service.

4. Select a job in the contents panel.

The details panel displays details on each job you select in the contents panel.

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Task 2. View Connections to an SQL Data Service

In this task, you use the Monitor tab to view connections to an SQL data service.



3. In the Navigator, expand a Data Integration Service.

A lis t of applications appears in the Navigator.

4. Expand an application and select SQL Data Services.

A lis t of SQL data services appears in the contents panel.

5. In the contents panel, select an SQL data service.

The details panel displays the Properties view for the SQL data service .

6. Click the Connections view.

The details panel displays the connections to the SQL data service.

7. Select a connection to view the connection properties.

Task 3. View Requests for an SQL Data Service

In this task, you use the Monitor tab to view requests for an SQL data service.





4. Expand an application and then select SQL Data Services.

A lis t of SQL data services appears in the contents panel.

5. Select a SQL data service.

The details panel displays the Properties view for the SQL data service.

6. Click the Requests view.

The details panel lists the requests for the SQL data service.

7. Select a request to view the request properties.

Task 4. View Requests for a Web Service

In this task, you use the Monitor tab to view requests for a web service.





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4. Expand an application and then select Web Services.

A lis t of web services appears in the contents panel.

5. Select a web service.

The details panel displays the Properties view for the web service.

6. In the details panel, click the Requests view.

The details panel lists the requests for the web service.

7. Select a request to view the request properties.

Task 5. Monitor a Workflow Instance Run

You can monitor workflow instances that run on a Data Integration Service. You can use the monitoring

information to help troubleshoot failed workflow instance runs.



3. In the Navigator, select Workflows.

The contents panel shows a list of workflow instances. The contents panel also shows properties and

run-time information about each workflow instance.

4. Select the workflow instance in the contents panel to view more details about the workflow instance.

The details panel shows general properties and recovery properties defined for the workflow instance. It

also shows error messages associated with the workflow run.

5. In the contents panel, expand the workflow instance to view tasks and gateways defined for the

workflow.

6. Select a task or gateway to view details about the task or gateway.

The details panel shows general properties and error messages associated with the selected task or

gateway.

7. If a workflow failed, view the error messages associated with the task or gateway to determine the cause

of the failure.

Task 6. View Event Logs for the Data IntegrationService

In this task, you view the event logs for the Data Integration Service that runs the jobs and applications you

want to monitor.

When you view the logs for a Data Integration Service, you view events for all the jobs and applications run

by the Data Integration Service. You cannot select specific a job or application to monitor.

1. In the Administrator tool, click the Logs tab.

2. Select the Service view.

The contents panel displays event logs for all services.

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3. From the Service Type list, select Data Integration Service.

4. From the Service Name list, select the Data Integration Service that runs the jobs and applications that

you want to monitor.

5. Click the Filter button.

The Log Manager retrieves the log events and displays the most recent log events first.

To narrow down the list of log events, select the severity and time period of the events that you want to

view. Click the Filter button again to refresh the list.

Monitoring Jobs and Applications Summary

In this lesson, you learned how to view jobs, SQL data service connections, SQL data service requests, web

service requests, and workflow instances associated with a Data Integration Service.

You viewed jobs and a workflow instance that ran on a Data Integration Service. You viewed an SQL data

service request and a web service request that a Data Integration Service processed. You also viewed

connections to an SQL data service.

In 100 AdministratorGettingStartedGuide En

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