PC 901 Upgrade90 En

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Informatica (Version 9.0.1)

Upgrade Guide for PowerCenter 9.0

8/6/2019 PC 901 Upgrade90 En


Informatica Upgrade Guide for PowerCenter 9.0

Version 9.0.1June 2010

Copyright (c) 1998-2010 Informatica. All rights reserved.

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DISCLAIMER: Informatica Corporation provides this documentation "as is" without warranty of any kind, either express or implied, including, but not limited to, the impliedwarranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. Tinformation provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation issubject to change at any time without notice.

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OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: PC-UPG-90100-0001

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter 1: Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Informatica Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Upgrade Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 2: Bef ore You Upgrade the Domain and Server Fi les. . . . . . . . . . . . . . . . . . . . . . 4

Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Review the Pr erequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Temporary Disk Space Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Verify the File Descriptor Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Verify Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

JRE_HOME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Set Up the X Window Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Clear Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Prepare the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Back Up the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Verify Database User Account Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Run infasetup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Prepare the PowerCenter Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Prepare the PowerCenter Profiling Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Prepare Metadata Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Back Up the Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Update the Pr operties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Run Metadata Manager backupCmdLine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Prepare the Data Analyzer Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Assign Roles to Users and Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Back Up the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

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Verify Database User Account Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Shut Down the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3: Domain and Server Files Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Domain and Server Files Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Troubleshooting the Domain Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chapter 4: Before You Upgrade the Application Services. . . . . . . . . . . . . . . . . . . . . . . . . 21

Configure POSIX Asynchronous I/O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Configure Informatica Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Configure Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Clear Browser Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Configure Browser Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Chapter 5: Application Service Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Application Service Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Service Upgrade for PowerCenter 9.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Running the Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 6: Informatica Client Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Informatica Client Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Informatica Client Upgrade Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 7: After You Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Informatica Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Configure LDAP Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Update the Log Events Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Update ODBC Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Update Statistics for the Domain Configuration Repository. . . . . . . . . . . . . . . . . . . . . . . . . . 30

Metadata Manager Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Reload Metadata Manager Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Update the Metadata Manager Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Update the Metadata Manager File Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

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Configure Domain SMTP Configuration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

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Preface

The Upgrade Guide for PowerCenter 9.0 is written for the system administrator who is responsible for upgrading

the Informatica product. This guide assumes that you have knowledge of operating systems, relational database

concepts, and the database engines, flat files, or mainframe systems in your environment. This guide also

assumes that you are familiar with the interface requirements for your supporting applications.

Informatica Resources

Informatica Customer Portal

As an Informatica customer, you can access the Informatica Customer Portal site at

http://mysupport.informatica.com. The site contains product information, user group information, newsletters,

access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library,

the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Product

Documentation, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes 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 your product,

navigate to Product Documentation from http://mysupport.informatica.com.

Informatica Web Site

You can access the Informatica corporate web site at http://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 andeducation, and implementation services.

Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library at http://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 demonstrations that provide solutions to common problems, compare features and

behaviors, and guide you through performing specific real-world tasks.

iv

http://www.informatica.com/

http://mysupport.informatica.com/

http://www.informatica.com/


mailto:[email protected]


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Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base at http://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 Multimedia Knowledge Base

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

http://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia files

that help you learn about common concepts and guide you through performing specific tasks. If you have

questions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Base

team through email at [email protected].

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or through the Online Support. Online Support requiresa user name and password. You can request a user name and password at http://mysupport.informatica.com.

Use the following telephone numbers to contact Informatica Global Customer Support:

North America / South America Europe / Middle East / Africa Asia / Australia

Toll Free

Brazil: 0800 891 0202Mexico: 001 888 209 8853

North America: +1 877 463 2435

Standard Rate

North America: +1 650 653 6332

Toll Free

France: 00800 4632 4357Germany: 00800 4632 4357

Israel: 00800 4632 4357Italy: 800 915 985

Netherlands: 00800 4632 4357Portugal: 800 208 360Spain: 900 813 166

Switzerland: 00800 4632 4357 or 0800 463200United Kingdom: 00800 4632 4357 or 0800

023 4632

Standard Rate

Belgium: +32 15 281 702France: 0805 804632

Germany: +49 1805 702 702Netherlands: +31 306 022 797

Toll Free

Australia: 1 800 151 830New Zealand: 1 800 151 830

Singapore: 001 800 4632 4357

Standard Rate

India: +91 80 4112 5738

Preface v






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vi

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C H A P T E R 1

Upgrade Overview

This chapter includes the following topics:

¨ Informatica Upgrade, 1

¨ Upgrade Process, 2

¨ Upgrade Tasks, 3

Informatica Upgrade

You can upgrade the following Informatica product versions to version 9.0.1:

Informatica Product Version Comments

Informatica PowerCenter 8.1.x If the PowerCenter 8.1.x domain includes Metadata Manager or Data Analyzer, you must upgrade to PowerCenter 8.6.1 before you

upgrade to Informatica PowerCenter 9.0.1.

Informatica PowerCenter 8.5.x If the PowerCenter 8.5.x domain includes the Metadata Manager

Service or Reporting Service, you must upgrade to PowerCenter 8.6.1 before you upgrade to Informatica PowerCenter 9.0.1.

Informatica PowerCenter 8.6 If the PowerCenter 8.6 domain includes the Metadata Manager Service, Reporting Service, or Reference Table Manager Service,you must upgrade to PowerCenter 8.6.1 before you upgrade to

Informatica PowerCenter 9.0.1.

Informatica PowerCenter 8.6.1 Effective in version 9.0.1, the Reference Table Manager functionality

is available through the 9.0.1 Analyst Service. See the PowerCenter 8.6.1 upgrade documentation for the steps to migrate the

PowerCenter 8.6.1 reference table data to the Informatica 9.0.1 Analyst tool.

Informatica Data Quality 8.6.2 You can migrate the contents of the Informatica Data Quality 8.6.2

repository to the Informatica 9.0.1 Model repository. See the 9.0.1Data Quality migration documentation for details.

Informatica PowerCenter 9.0

Informatica Data Quality 9.0

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Informatica Product Version Comments

Informatica Data Services 9.0

Informatica Data Explorer Advanced Edit ion 9.0 See the Informatica Data Quality 9.0 upgrade documentation.

Complete the steps to upgrade Informatica Data Quality 9.0 unlessan exception is specified.

If the product version you use cannot be upgraded to Informatica 9.0.1, you must first upgrade to a supported

version.

Upgrade Process

The upgrade consists of the following phases:

¨ Upgrading the domain and server files. To upgrade the domain and server files, run the Informatica server installer and select the upgrade option. The domain upgrade wizard installs the server files and configures the

domain. If the domain has multiple nodes, you must upgrade on all the nodes.

The following table describes the actions that the installer performs when you upgrade Informatica:

Tasks Description

Installs Informatica. Installs Informatica directories and files into the newdirectory.

Copies infa_shared directory. Copies the contents of the infa_shared directory from theexisting installation directory into the new installation

directory.

Copies mm_files directory. Copies the contents of the mm_files directory from thedefault location in the existing installation directory into thenew installation directory.

Upgrades the domain. Upgrades the domain to run version 9.0.1 applicationservices.

The upgrade retains the user and administrator accounts inthe domain.

Starts Informatica Services. Starts Informatica Services on the node.

¨ Upgrading the application services. After you upgrade the domain and server files, log in to the Administrator

tool and upgrade the application services. The service upgrade wizard provides a list of all application that

must be upgraded. It upgrades the services based on the order required by the dependent objects.

¨ Upgrading the Informatica client. To upgrade the Informatica client, run the Informatica client installer and

select the upgrade option. I f the client is installed on multiple machines, upgrade the client on all machines.

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Upgrade Tasks

To upgrade PowerCenter, complete the following tasks:

1. Complete the pre-upgrade tasks for the domain and server files to ensure that you can successfully run the

installer.

2. Upgrade Informatica domain and server files. Use the server installer to upgrade Informatica domain and

upgrade the server files on each node. If the domain contains multiple nodes, upgrade a gateway node before

you upgrade the worker nodes. After you upgrade the first gateway node, verify that the upgrade was

successful before you upgrade the other nodes in the domain.

3. Complete the pre-upgrade tasks for the application services.

4. Upgrade the application services. After installation, log in to the Administrator tool and upgrade the

application services.

5. Upgrade the PowerCenter Client. Use the client installer to upgrade the Informatica client.

6. Perform the post-upgrade tasks.

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C H A P T E R 2

Before You Upgrade the Domain

and Server Files


¨ Pre-Upgrade Tasks, 4

¨ Review the Prerequisites, 5

¨ Verify the File Descriptor Settings, 6

¨ Verify Environment Variables, 6

¨ Clear Environment Variables, 8

¨ Prepare the Domain, 8

¨ Prepare the PowerCenter Repository, 11

¨ Prepare the PowerCenter Profiling Warehouse, 11

¨ Prepare Metadata Manager , 11

¨ Prepare the Data Analyzer Repository, 12

¨ Shut Down the Domain, 12

Pre-Upgrade Tasks

Before you upgrade the domain and server files, complete the following tasks:

1. Review the prerequisites.

2. Verify the file descriptor settings.

3. Verify the configuration of the environment variables used by the installer.

4. Clear the configuration of environment variables that pertain to previous installations of Informatica.

5. Prepare the domain.

6. Prepare the PowerCenter Profiling warehouse.

7. Prepare the Metadata Manager.

8. Prepare the Data Analyzer repository.

9. Shut down the domain.

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Review the Prerequisites

Verify that your system meets the upgrade requirements.

The following table describes the minimum system requirements for a domain with different node configurations:

Component Processor RAM Disk

Space

Operating System

Domain with all Data Quality, DataServices, and PowerCenter servicesrunning on one node

4 CPU 8 GB 20 GB Windows 2003 / 2008Sun SolarisHP-UX

IBM AIXRed Hat LinuxSUSE Linux

Domain with all PowerCenter servicesrunning on one node

2 CPU 4 GB 4 GB

Domain with all PowerCenter services

running on one node except MetadataManager Service and Reporting Service

1 CPU 2 GB 3 GB

Metadata Manager Service running ona separate node

2 CPU 2 GB 3 GB

Reporting Service running on aseparate node

1 CPU 512 MB 3 GB

Orchestration Server running on aseparate node

1 CPU 512 MB 3 GB

Metadata Manager Agent 1 CPU 512 MB 220 MB Windows 2003 / 2008

Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space usedby the existing infa_shared directory.

The following table describes the minimum system requirements to run PowerCenter Client:

Client Processor RAM Disk

Space

Operating System

PowerCenter Client 1 CPU 512 MB 1.2 GB Windows 2003 / 2008 / XP / 7

For more details, see the Product Availability Matrix at http://mysupport.informatica.com.

Temporary Disk Space RequirementsThe installer writes temporary files to the hard disk. Verify that you have enough available disk space on the

machine to support the installation. When the installation completes, the installer deletes the temporary files and

releases the disk space.

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The following table describes the temporary disk space requirements during installation:

Product Operating System Disk Space

Installer Windows or UNIX 1 GB

Informatica Services UNIX 2 GB

Windows 605 MB

Informatica Clients Windows 550 MB

Verify the File Descriptor Settings

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 3000 or higher.

Verify Environment Variables

Configure the environment variables to work with the Informatica installation. Incorrectly configured environment

variables can cause the Informatica installation to fail.

The installer appends file paths required by Informatica to the PATH environment variable. Verify that the length of

the PATH environment variable does not exceed the system limits and that the variable does not contain double

quotes.

On UNIX, create the environment variables with the system user account that you will use for installation. Log in

with the account that you plan to use to install Informatica, and then create the environment variables.

The following table describes environment variables you configure before you install:

Variable Operating

System

Description

IATEMPDIR (InstallAnywhere) WindowsUNIX

Location of temporary files created during installation. Informaticarequires 1 GB disk space for temporary files.

Configure the environment variable if you do not want to createtemporary files in the following locations:- /tmp directory on UNIX

- default drive on Windows

JRE_HOME SUSE LinuxLinux EMT64

Clear the JRE_HOME environment variable.

Locale environment variables UNIX Use LANG and LC_ALL to set the UNIX code page.

DISPLAY UNIX Location of the graphics display server such as X Window Server.

Required to install in graphical mode.

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Locale Environment Variables

Use LANG and LC_ALL to set the UNIX code page for the installer.

Set the LANG and LC_ALL environment variables to the following values for the language that you use:

Language Value

English C

Japanese ja_JP.SJIS or ja_JP.PCK

Portuguese pt_BR.ISO8859-1, pt_BR.8859-15, or pt_BR

After you install, update the locale setting to one that is compatible with the code page of the repository.

JRE_HOME

If you install Informatica Services on a machine with 32-bit or 64-bit SUSE Linux or Linux EMT64 operating

system, clear the JRE_HOME environment variable before you start the installation.

Set Up the X Window Server

When you run the Informatica installer in graphical mode, you must use a graphics display server. On UNIX, the

graphics display server is typically an X Window server. If you do not have the X Window server installed on the

machine where you want to install Informatica, you can install Informatica using an X Window server installed on

another machine. Use the DISPLAY variable to redirect output of the X Window server to another UNIX machine.

The following table lists the commands to set the DISPLAY environment variable:

Shell Command Example

C setenv DISPLAY <TCP/IP node of XWindow server>:0 setenv DISPLAY 10.1.50.23:0

Bash/Ko rn e xpo rt DI SPLA Y=”< TCP /IP no de of X Window server> :0” expo rt DI SPLA Y= ”10 .1.50. 23:0”

Bourne DISPLAY=”<TCP/ IP node of XWindow server> :0 ”export display

DISPLAY=”10.1.50.23:0”export display

If you do not know the IP address of a UNIX machine where the X Window server is installed, ask your network

administrator. For more information about redirecting the DISPLAY variable, see the documentation from the UNIX

vendor.

If the X Window server does not support the font that the Informatica installer uses, the installer can display

incorrect labels on the buttons. For example, the button labeled Test Connection can appear as Test Connecti....

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Clear Environment Variables

Clear environment variables from previous Informatica versions before you upgrade.

Incorrectly configured environment variables can cause the domain or nodes to fail to start or can cause

connection problems between Informatica clients and the domain.

Clear PATH statements

Verify that the existing environment variables do not contain earlier versions of Informatica in the PATH or library

path environment variables and that the path does not contain double quotes.

Clear INFA_HOME

Designates the Informatica installation directory.

Clear INFA_DOMAINS_FILE

Designates the location of domains.infa on the machine where you install the Informatica server components or

the Informatica clients.

Prepare the Domain

Before you upgrade the domain, complete the steps to prepare the domain.

1. Back up the domain.

2. Verify database user account permissions.

Back Up the Domain

Before you upgrade the domain, you must back up the domain.

Complete the following steps to back up the domain:

¨ Run the infasetup BackupDomain command to back up the domain configuration repository to a file.

¨ Back up the metadata configuration files to any directory accessible by the machines where you install

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The following table describes the metadata files and the locations where you can find them:

Metadata File Description Location

nodemeta.xml Contains metadata for a node. Stored in the isp/config directoryon each node in the domain.

If you use the same backupdirectory name on all the nodes,

rename nodemeta.xml beforecopying it to the backup location.For example, you back up

nodemeta.xml to the /nodebakdirectory on nodeA and nodeB.Rename the configuration files so

that on nodeA the file is backedup to /nodebak/nodemeta_A.xml,and on nodeB the file is backed

up to /nodebak/nodemeta_B.xml.

domains.infa Contains connectivity information for the gatewaynodes.

Stored in one of the followinglocations:

- The Informatica installationdirectory on the client andserver machines.

- The location configured

through theINFA_DOMAINS_FILEenvironment variable.

Verify Database User Account Permissions

The domain configuration repository user account requires the Create View privilege.

If the Domain Configuration repository user account does not have the Create View privilege, you cannot upgrade

the domain.

Syntax to Grant the Create View Privilege

To grant the Create View privilege for an IBM DB2 database, you can use the following syntax:connect to <DatabaseName> user <AdministratorUserName> using <AdministratorPassword>grant CREATETAB on database to <DatabaseUser>

To grant the Create View privilege for a Microsoft SQL Server database, you can use the following syntax:USE <DatabaseName>;GRANT CREATE VIEW TO <DatabaseUser>;GO

To grant the Create View privilege for an Oracle database, you can use the following syntax:GRANT CREATE VIEW TO <DatabaseUser>

Run infasetup

Informatica infasetup includes command line programs to back up, restore, and update gateway nodes. infasetup

is located in the following directory:

<Informatica Installation Directory>\server

To back up the domain with infasetup, use the following syntax:

BackupDomain<<-DatabaseAddress|-da> database_hostname:database_port|

<-DatabaseConnectionString|-cs> database_connection_string>

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<-DatabaseUserName|-du> database_user_name

<-DatabasePassword|-dp> database_password

<-DatabaseType|-dt> database_type

[<-DatabaseServiceName|-ds> database_service_name]

<-BackupFile|-bf> backup_file_name

[<-Force|-f>]

<-DomainName|-dn> domain_name

[<-SchemaName|-sc> schema_name Microsoft SQL Server only]

To restore the domain with infasetup, use the following syntax:

RestoreDomain<<-DatabaseAddress|-da> database_hostname:database_port|

<-DatabaseConnectionString|-cs> database_connection_string>

<-DatabaseUserName|-du> database_user_name

<-DatabasePassword|-dp> database_password

<-DatabaseType|-dt> database_type


<-BackupFile|-bf> backup_file_name

[<-Force|-f>]

[<-ClearNodeAssociation|-ca>]

[<-Tablespace|-ts> tablespace_name]


To update the gateway node with infasetup, use the following syntax:

UpdateGatewayNode[<-DatabaseAddress|-da> database_hostname:database_port

<-DatabaseConnectionString|-cs> database_connection_string]

[<-DatabaseUserName|-du> database_user_name]

[<-DatabasePassword|-dp> database_password]

[<-DatabaseType|-dt> database_type]


[<-DomainName|-dn> domain_name]

[<-NodeName|-nn> node_name]

[<-NodeAddress|-na> node_host:port]

[<-PreviousInfaHome|-ph> previous_infa_home]

[<-HttpsPort|-hs> https_port]

[<-KeystoreFile|-kf> keystore_file_location]

[<-KeystorePass|-kp> keystore_password]

[<-LogServiceDirectory|-ld> log_service_directory]

[<-ServerPort|-sv> server_admin_port_number]



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Prepare the PowerCenter Repository

Before you upgrade the domain, back up the PowerCenter Repository.

To back up a PowerCenter repository, select the service in the Administrator tool and on the Domain actions menu

select Repository Contents > Back Up.

Prepare the PowerCenter Profiling Warehouse

Before you upgrade the domain, back up the PowerCenter Profiling warehouse.

Use the native database backup option to back up the PowerCenter Profiling warehouse database.

Prepare Metadata Manager Before you upgrade the domain, prepare Metadata Manager.

1. Back up the Metadata Manager warehouse.

2. Update the properties file.

Back Up the Warehouse

Before you upgrade the domain, back up the Metadata Manager warehouse.

Use the native database backup option and the Metadata Manager backupCmdLine to back up the Metadata

Manager warehouse.

Update the Properties File

Before you upgrade the domain, update the Metadata Manager properties file.

The 9.0 version of the imm.properties file is in the following directory:

<9.0 InformaticaInstallationDir>\tomcat\shared\class

Remove the following properties from the imm.properties file:

¨ mail.host

¨ mail.port

Run Metadata Manager backupCmdLineMetadata Manager backupCmdLine includes command line programs to backup and restore the Metadata

Manager warehouse. The backupCmdLine is in the following directory:

<InformaticaInstallationDir>\server\MM_Utilities\mmBackupUtil

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To back up the Metadata Manager warehouse with the backupCmdLine command line program, use the following

syntax:

backupCmdLine.(bat | sh) backup <DBTYPE> "<JDBCConnectionString>" <DBUSERNAME> <DBPASSWORD><FILENAME.bkp>

To restore the Metadata Manager warehouse with the backupCmdLine command line program, use the following

syntax:

backupCmdLine.(bat | sh) restore <DBTYPE> "<JDBCConnectionString>" <DBUSERNAME> <DBPASSWORD><FILENAME.bkp>

Prepare the Data Analyzer Repository

Before you upgrade the domain, prepare the Data Analyzer repository.

1. Assign roles to users and groups.

2. Back up the Data Analyzer repository.

3. Verify database user account requirements.

Assign Roles to Users and Groups

Create roles for Reporting Service privileges and assign the roles to users and groups. If you do not use roles to

assign Reporting Service privileges, users and groups lose privilege assignments after you upgrade.

Back Up the Repository

Back up each Data Analyzer repository.

To back up each Data Analyzer repository, select the service in the Administrator tool. Then, on the Domain

Actions menu, click Repository Contents > Backup.

Verify Database User Account Requirements

If the Data Analyzer repository is on Oracle, the database user account requires the CONNECT, RESOURCE, and

CREATE VIEW privileges.

If the database user account does not have the CONNECT, RESOURCE, and CREATE VIEW privileges, you

cannot upgrade the Reporting Service.

Shut Down the Domain

You must shut down the domain before you upgrade it.

To shut down the domain, stop the Informatica service process on each node in the domain.


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You can stop the Informatica service process on each node using one of the following methods:

¨ To stop Informatica from the Windows Start menu, click Programs > Informatica[Version] > Server > Stop

Informatica Services.

¨ To stop Informatica on UNIX, you use the infaservice command. By default, the infaservice executable file is

installed in the following directory:

<InformaticaInstallationDir>/tomcat/bin

Enter the following command to stop the daemon:

infaservice shutdown

You can also stop the Informatica service from the Windows control panel or from the Administrator tool.

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C H A P T E R 3

Domain and Server Files Upgrade


¨ Domain and Server Files Upgrade Overview, 14

¨ Upgrading in Graphical Mode, 14

¨ Upgrading in Console Mode, 16

¨ Upgrading in Silent Mode, 17

¨ Troubleshooting the Domain Upgrade, 20

Domain and Server Files Upgrade Overview

Use the server installer to upgrade the server files and domain of a previous version of your Informatica product.

The server installer provides a domain upgrade wizard to guide you through the upgrade process.

The upgrade wizard installs the Informatica 9.0.1 files in the installation directory you specify. It does not modify

the files in the directory of the previous version.

The upgrade wizard reads the domain information from files in the previous version and uses the same settings to

configure the domain and server files for Informatica 9.0.1. It upgrades the tables of the domain configuration

repository in the same database as the previous version.

Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previous

versions of Informatica that you want to upgrade. On Windows, you can upgrade in graphical or silent mode. On

UNIX, you can upgrade in graphical, console, or silent mode.

Note: On UNIX, use GNU tar to extract the installation files. If the install.sh file does not have sufficient

permissions to run after you extract the installation files, use the chmod command to add execute permissions to

the file. Then run the file with the command ./install.sh.

Upgrading in Graphical ModeYou can upgrade the Informatica domain and server files in graphical mode on Windows or UNIX.

1. Verify that your environment meets the minimum system requirements and complete the pre-upgrade tasks.

2. Log in to the machine with the same user account that you used to install the previous version.

3. Close all other applications.

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4. To begin the upgrade on Windows, run install.bat from the root directory.

To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and then

select the option for graphical mode installation.

5. In the Installation Type window, select Upgrade to Informatica 9.0.1 and click Next.

The Upgrade Pre-Requisites window displays the upgrade system requirements. Verify that all requirementsare met before you continue the upgrade.

6. Click Next.

7. In the Upgrade Directory window, enter the following directories:

Directory Description

Directory of the Informaticaproduct to upgrade

Directory that contains the previous version of PowerCenter that you want to upgrade.

Directory for Informatica 9.0.1 Directory in which to install Informatica 9.0.1.

Enter the absolute path for the installation directory. The directory cannot be the sameas the directory that contains the previous version of PowerCenter.The directory names

in the path must not contain spaces or the following special characters: @|* $ # ! % ( ){ } [ ] , ; 'On Windows, the installation directory must be on the current machine.

8. Click Next.

The upgrade wizard displays a warning to shut down the Informatica domain before you continue the upgrade.

9. Click OK.

10. In the Pre-Installation Summary window, review the upgrade information, and click Install to continue.

The upgrade wizard installs the Informatica server files to the Informatica 9.0.1 installation directory.

11. In the Domain Configuration Upgrade window, the upgrade wizard displays the database and user account

information for the domain configuration repository to be upgraded.

The following table describes the properties that the installer displays for the domain configuration repository:

Property Description

Database type Database for the domain configuration repository.

Data base user ID Da tabase user accou nt for the domain confi gurati on repo si tory.

User password Password for the database user account.

The upgrade wizard displays the database connection string for the domain configuration repository based on

how the connection string of the previous version was created at installation:

¨ If the previous version used a JDBC URL at installation, the upgrade wizard displays the JDBC connection

properties, including the database address and service name.

Optionally, you can specify additional JDBC parameters to include in the JDBC URL. To provide additional

JDBC parameters, select JDBC parameters and enter a valid JDBC parameter string.

¨ If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays

the custom connection string.

You cannot specify additional JDBC parameters.

12. Click Test Connection to verify that you can connect to the database, and then click OK to continue.

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13. Click Next.

On Windows, the upgrade wizard creates a service to start Informatica. By default, the service runs under the

same user account as the account used for installation. You can run the Windows service under a different

user account.

14. Select whether to run the Windows service under a different user account.

The following table describes the properties that you set:


Run Informatica under adifferent user account

Indicates whether to run the Windows service under a different user account.

User name User account with which to run the Informatica Windows service.Use the following format:DomainName\UserAccount

This user account must have the Act as operating system permission.

Password Password for the user account with which to run the Informatica Windows service.

15. Click Next.

The Post-Upgrade Summary window indicates whether the upgrade completed successfully.

16. Click Done.

You can view the upgrade log files to get more information about the tasks performed by the upgrade wizard and

to view the configuration of installed components.

Upgrading in Console Mode

You can upgrade the Informatica domain and server files in console mode on UNIX.

When you run the installer in console mode, the words Quit and Back are reserved words. Do not use them as

input text.

Note: When the installer starts in console mode, it displays a message that it is preparing for silent mode

installation. On Linux IA-64, it displays a message that it cannot find the libc.so.6 file. You can ignore these

messages.

1. Verify that your environment meets the minimum system requirements, and complete the pre-upgrade tasks.

2. Log in to the machine with the same user account that you used to install the previous version.

3. Stop all processes that access the directory and subdirectories of the Informatica product to upgrade,

including command prompts and tail logs.

4. On a shell command line, run the install.sh file located in the root directory.The installer displays the message to verify that the locale environment variables are set.

5. If the environment variables are not set, enter N to exit the installer and set them as required.

If the environment variables are set, enter Y to continue.

6. Enter C for console mode installation.

7. Enter 2 to upgrade to Informatica 9.0.1.

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Review the system requirements and pre-upgrade tasks. Verify that all upgrade requirements are met before

you continue.

8. Press Enter.

9. At the prompt, enter the following directories:


Directory of the Informaticaproduct to upgrade

Directory that contains the previous version of PowerCenter that you want to upgrade.

Directory for Informatica 9.0.1 Directory in which to install Informatica 9.0.1. The directory cannot be the same as thedirectory that contains the previous version of PowerCenter.

The installer displays a warning to shut down the Informatica domain that you want to upgrade before you

continue the upgrade.

10. Press Enter .

11. Review the upgrade information and press Enter to continue.

The installer copies the server files to the Informatica 9.0.1 installation directory.

The installer displays the database and user account information for the domain configuration repository to

upgrade. It displays the database connection string for the domain configuration repository based on how the

connection string of the previous version was created at installation:

¨ If the previous version used a JDBC URL at installation, the installer displays the JDBC connection

properties, including the database address and service name.

¨ If the previous version used a custom JDBC connection string at installation, the installer displays the

custom connection string.

12. Press Enter .

13. If you use a JDBC URL, you can specify additional parameters to include in the connection string.

If you use a custom connection string, you cannot specify additional parameters.

The Post-Installation Summary window indicates whether the upgrade completed successfully. It also shows the

status of the installed components and their configuration.

You can view the upgrade log files to get more information about the upgrade tasks performed by the installer and

to view the configuration properties for the installed components.

Upgrading in Silent Mode

To upgrade the Informatica services without user interaction, upgrade in silent mode. Use a properties file to

specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent

mode upgrade to upgrade the Informatica services on multiple machines on the network or to standardize theupgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica instance you plan

to upgrade.

To upgrade in silent mode, complete the following tasks:

1. Create the upgrade properties file and specify the upgrade options.

2. Run the installer with the upgrade properties file.

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Creating the Properties File

Informatica provides a sample properties file that includes the upgrade parameters that are required by the

installer. You can customize the sample properties file to specify the options for your upgrade.

The sample upgrade properties file is named SilentInput_upgrade.properties and is located in the root directory of

the installation DVD or the installer download location. After you customize the file, save it with the file nameSilentInput.properties.

1. Go to the root of the directory that contains the installation files.

2. Locate the file named SilentInput_upgrade.properties.

Back up the file before you modify it.

3. Use a text editor to open the file and modify the values of the upgrade parameters.

The following table describes the upgrade parameters that you can modify:

Property Name Description

INSTALL_TYPE Indicates whether to install or upgrade Informatica.If the value is 0, the installer performs a fresh installation of Informatica 9.0.1. If the

value is 1, the installer upgrades a previous version of Informatica to version 9.0.1.

USER_INSTALL_DIR Directory in which to insta ll Informatica 9.0.1. The directory cannot be the same as the

directory that contains the previous version of PowerCenter.

UPG_BACKUP_DIR Directory that contains the previous version of PowerCenter that you want to upgrade.

DB2_TABLESPACE For IBM DB2 only. Name of the tab lespace in which to crea te the tab les. If th isparameter is empty, the installer creates the tables in the default tablespace. In a multi-

partition database, the tablespace page size must be 32 K. Define the database in asingle-node tablespace to optimize performance.

ADVANCE_JDBC_PARAM You can set this parameter if DB_CUSTOM_STRING_SELECTION=0.Optional parameters to include in the JDBC URL connection string. Verify that the

parameter string is valid. The installer does not validate the parameter string before itadds the string to the JDBC URL. If this parameter is empty, the installer creates theJDBC URL without additional parameters.

ADVANCE_PORT_CONFIG Indicates whether to display the list of port numbers for the domain and nodecomponents. If the value is 0, the installer assigns default port numbers to the domain

and node components. If the value is 1, you can set the port numbers for the domainand node components.

TOMCAT_PORT You can set this parameter if ADVANCE_PORT_CONFIG=1.Port number used by the Service Manager on the node. The Service Manager listens

for incoming connection requests on this port. Client applications use this port tocommunicate with the services in the domain. This is the port that the Informaticacommand line programs use to communicate to the domain. This is also the port for

the SQL data service JDBC/ODBC driver.

AC_PORT You can set this parameter if ADVANCE_PORT_CONFIG=1.Port number used by the Administrator tool.


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AC_SHUTDWN_PORT You can set this parameter if ADVANCE_PORT_CONFIG=1.Port number that controls server shutdown for the Administrator tool. The Administrator tool listens for shutdown commands on this port.

FORCE_UPGRADE For upgrades from version 8.x. You can set th is option when you run the installer againafter a failed upgrade.

The installer starts the domain upgrade process from the beginning and overrides allprevious upgrades to the domain. It also overrides any upgrade contention if other

administrators are upgrading nodes in the domain at the same time.

4. On Windows, specify whether to run the Informatica service under the same user account as the account

used for upgrade.

Set the following parameters:


USE_LOGIN_DETAILS Indicates whether to run the Windows service under a different user account. If the valueis 0, the installer configures the service to run under the current user account. If the valueis 1, the installer configures the service to run under a different user account.

WI N_ USER_ID User accoun t with which to ru n the Informati ca Windows serv ice.Use the following format:DomainName\UserAccount

This user account must have the Act as operating system permission.

WIN_USER_PSSWD Password for the user account with which to run the Informatica Windows service.

5. Save the properties file with the name SilentInput.properties.

Running the Silent Installer

After you create the properties file, open a command window to start the silent upgrade.

1. Open a command window.

2. Go to the root of the server installer directory.

3. Verify that the directory contains the file SilentInput.properties with the upgrade options.

4. To start the silent upgrade process, double click the file silentinstall.bat.

The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete

when the Informatica_9.0.1_Services_InstallLog.log is created in the installation directory.

The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is not

accessible. If the upgrade fails, view the installation log files and correct the errors. Then run the silent installer

again.


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Troubleshooting the Domain Upgrade

If the upgrade does not complete successfully, review log files to determine the cause of the failure. The upgrade

log files are in the root of the directory where the new version of Informatica is installed. Review the following log

file: Informatica_<Version>_Services_Upgrade.log

If the upgrade fails, it can result in an inconsistent domain configuration. You can run the installer again to resolve

the inconsistent configuration and complete the upgrade process. When you run the installer again, select the

Restart the Domain Configuration Upgrade option. The domain upgrade wizard starts the domain upgrade process

from the beginning and overrides all previous upgrades to the domain. It also overrides any upgrade contention if

other administrators are upgrading other nodes in the domain at the same time.

Use the following guidelines when you run the installer after a failed upgrade:

¨ Resolve the problem indicated in the upgrade logs before you run the installer again.

¨ Verify that there are no other administrators upgrading other nodes in the domain when you run the installer.

¨ If errors persist after you run the installer with the Restart the Domain Configuration Upgrade option, restore

the domain configuration repository database from backup and run the installer again.


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C H A P T E R 4

Before You Upgrade the

Application Services


¨ Configure POSIX Asynchronous I/O, 21

¨ Configure Informatica Environment Variables, 21

¨ Configure Locale Environment Variables, 22

¨ Clear Browser Cache, 23

¨ Configure Browser Bookmarks, 23

Configure POSIX Asynchronous I/O

If you install Informatica on IBM AIX, make POSIX Asynchronous I/O available on any node where you want to run

a PowerCenter Integration Service. A PowerCenter Integration Service running on an IBM AIX machine can fail to

start if POSIX Asynchronous I/O is not available.

Configure Inf ormatica Environment Variables

You can configure the INFA_JAVA_OPTS, INFA_DOMAINS_FILE, and INFA_HOME environment variables to

store memory, domain, and location settings.

INFA_JAVA_OPTS

By default, Informatica uses a maximum of 512 MB of system memory. You can use the INFA_JAVA_OPTS

environment variable to configure the amount of system memory used by Informatica. For example, to

configure 1 GB of system memory for the Informatica daemon on UNIX in a C shell, use the following

command:

setenv INFA_JAVA_OPTS “-Xmx1024m”

On Windows, configure INFA_JAVA_OPTS as a system variable.

On 64-bit HP-UX on Itanium, add the -d64 switch.

Restart the node for the changes to take effect.

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INFA_DOMAINS_FILE

The installer creates a domains.infa file in the Informatica installation directory. The domains.infa file contains

the connectivity information for the gateway nodes in a domain, including the domain names, domain host

names, and domain host port numbers.

Set the value of the INFA_DOMAINS_FILE variable to the path and file name of the domains.infa file. If you

configure the INFA_DOMAINS_FILE variable, you can run infacmd and pmcmd from a directory other

than /server/bin.

Configure the INFA_DOMAINS_FILE variable on the machine where you install the Informatica services. On

Windows, configure INFA_DOMAINS_FILE as a system variable.

INFA_HOME

Use INFA_HOME to designate the Informatica installation directory. If you modify the Informatica directory

structure, you need to set the environment variable to the location of the Informatica installation directory or

the directory where the installed Informatica files are located.

For example, you use a softlink in UNIX for any of the Informatica directories. To configure INFA_HOME so

that any Informatica application or service can locate the other Informatica components it needs to run, set

INFA_HOME to the location of the Informatica installation directory.

Configure Locale Environment Variables

Use LANG, LC_CTYPE, or LC_ALL to set the UNIX code page. Verify that the locale setting is compatible with the

code page for the repository. If the locale setting is not compatible with the repository code page, you cannot

create a repository service.

Different UNIX operating systems require different values for the same locale. The value for the locale variable is

case sensitive.

Use the following command to verify that the value for the locale environment variable is compatible with the

language settings for the machine and the type of code page you want to use for the repository:

locale -a

The command returns the languages installed on the UNIX operating system and the existing locale settings.

Locale on Linux

All UNIX operating systems except Linux have a unique value for each locale. Linux allows different values to

represent the same locale. For example, “utf8,” “UTF-8,” “UTF8,” and “utf-8” represent the same locale on a

Linux machine. Informatica requires that you use a specific value for each locale on a Linux machine. Make

sure that you set the LANG environment variable appropriately for all Linux machines.

Locale for Oracle Database Clients

For Oracle database clients, set NLS_LANG to the locale you want the database client and server to use with

the login. A locale setting consists of the language, territory, and character set. The value of NLS_LANGdepends on the configuration. For example, if the value is american_america.UTF8, set the variable in a C

shell with the following command:

setenv NLS_LANG american_america.UTF8

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Clear Browser Cache

Before you access the Administrator tool, clear the browser cache.

On Windows Internet Explorer, delete the browsing history, including temporary files, cookies, and history. On

Mozilla Firefox, clear the offline storage.

If you do not clear the browser cache, the previous Administrator tool URL is not redirected to the latest URL and

some menu options may not appear.

Configure Browser Bookmarks

Effective in version 9.0.1, the Administrator tool URL has changed.

After you upgrade the domain, bookmarks to the Administrator tool are not valid.

Configure bookmarks with one of the following URLs:

¨ http://<host>:<port>

¨ http://<host>:<administrator_port>/administrator

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C H A P T E R 5

Application Service Upgrade


¨ Application Service Upgrade Overview, 24

¨ Service Upgrade Wizard, 24

Application Service Upgrade Overview

The product and product version determines the service upgrade process.

Some service versions require a service upgrade. When you upgrade a service, you must also upgrade the

dependent services.

Use the service upgrade wizard, the actions menu of each service, or command line to upgrade services. The

service upgrade wizard upgrades multiple services in the appropriate order and checks for dependencies. If you

use the command line to upgrade services, you must upgrade services in the correct order and verify that you

upgrade dependent services.

After you upgrade a service, you must restart the service.

The first time you enable the Metadata Manager Service after you upgrade it, the service takes a long time to start.

Note: A user with the Administrator role can upgrade services.

Service Upgrade for PowerCenter 9.0

You must upgrade the Reporting Service and Metadata Manager Service.

Before you upgrade a Reporting Service or Metadata Manager Service, verify that the service is disabled.

Service Upgrade WizardUse the service upgrade wizard to upgrade services.

The service upgrade wizard provides the following options:

¨ Upgrade multiple services.

¨ Enable services before the upgrade.

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¨ Display upgraded services in a list along with services that require an upgrade.

¨ Save the current or previous upgrade report.

You can access the service upgrade wizard from the Manage menu in the header area.

Upgrade Report

The upgrade report contains the upgrade start time, upgrade end time, upgrade status, and upgrade processing

details. To save the upgrade report, choose one of the following options:

Save Report

The Save Report option appears on step 4 of the service upgrade wizard.

Save Previous Report

The second time you run the service upgrade wizard, the Save Previous Report option appears on step 1 of

the service upgrade wizard. If you did not save the upgrade report after upgrading services, you can select

this option to view or save the previous upgrade report.

Running the Service Upgrade Wizard

Use the service upgrade wizard to upgrade services.

1. In the Informatica Administrator header area click Manage > Upgrade.

2. Select the objects to upgrade.

3. Click Next.

4. If dependency errors exist, the Dependency Errors dialog box appears. Review the dependency errors and

click OK. Then, resolve dependency errors and click Next.

5. Enter the repository login information. Optionally, choose to use the same login information for all

repositories.

6. Click Next.

The service upgrade wizard upgrades each service and displays the status and processing details.

7. When the upgrade completes, the Summary section displays the list of services and their upgrade status.

Click each service to view the upgrade details in the Service Details section.

8. Optionally, click Save Report to save the upgrade details to a file.

If you choose not to save the report, you can click Save Previous Report the next time you launch the

service upgrade wizard.

9. Click Close.

10. Restart upgraded services.

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C H A P T E R 6

Informatica Client Upgrade


¨ Informatica Client Upgrade Overview, 26

¨ Informatica Client Upgrade Options, 27

¨ Upgrading in Graphical Mode, 27

¨ Upgrading in Silent Mode, 28

Informatica Client Upgrade Overview

Use the client installer to upgrade a previous version of the Informatica client tools. The Informatica 9.0.1 client

tools are installed on the installation directory you specify. The client installer configures the newly installed client

tools with the same settings as the previous version. The client installer does not modify the files of the previous

version of the client tools.

Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previous

versions of the Informatica client tools that you want to upgrade. You can upgrade the Informatica clients in

graphical or silent mode.

When you run the client installer, select the Informatica client tool to upgrade.

For PowerCenter, you can upgrade the PowerCenter Client tools. PowerCenter Client is a set of tools you can use

to manage the PowerCenter repository, mappings, and sessions. The client upgrade also upgrades the following

client tools:

¨ Custom Metadata Configurator

¨ Orchestration Designer

¨ Mapping Architect for Visio

¨ Mapping Analyst for Excel

By default, the when you upgrade PowerCenter Client, the following components are also upgraded:

¨ DataDirect ODBC drivers

¨ Java Runtime Environment libraries

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Informatica Client Upgrade Options

You can upgrade the Informatica client tools in one of the following ways:

¨ Upgrade in Graphical Mode. Upgrades the Informatica client tools in graphical mode. The installer guides you

through the upgrade process.

¨ Upgrade in Silent Mode. Upgrades the Informatica client tools using a properties file that contains the upgrade

options.

Upgrading in Graphical Mode

1. Close all applications.

2. Run install.bat from the root directory.

The Upgrade Pre-Requisites window displays the system requirements. Verify that all installation

requirements are met before you continue the installation.

3. Click Next.

On the Select Component window, select the Informatica client you want to upgrade.

You can upgrade the following Informatica client applications:

¨ Informatica Developer

¨ PowerCenter Client

If both Informatica Developer and PowerCenter Client are installed on the machine, you can upgrade the tools

in the same process.

4. On the Upgrade Directory window, enter the following directories:


Directory of the Informaticaclient to upgrade

Directory that contains the previous version of the Informatica client tool that you wantto upgrade

Directory for Informatica 9.0.1client tools

Directory in which to install the Informatica 9.0.1 client toolsEnter the absolute path for the installation directory. The installation directory must be

on the current machine. The directory names in the path must not contain spaces or thefollowing special characters: @|* $ # ! % ( ) { } [ ] , ; '

5. Click Next.

6. On the Pre-Installation Summary window, review the installation information, and click Install.

The installer copies the Informatica client files to the installation directory.

The Post-installation Summary window indicates whether the upgrade completed successfully.

7. Click Done.

You can view the installation log files to get more information about the upgrade tasks performed by the installer.

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Upgrading in Silent Mode

To upgrade the Informatica client tools without user interaction, upgrade in silent mode. Use a properties file to

specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent

mode upgrade to upgrade the Informatica client tools on multiple machines on the network or to standardize the

upgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica client you plan to

upgrade.

To upgrade in silent mode, complete the following tasks:

1. Create the upgrade properties file and specify the upgrade options.

2. Run the installer with the upgrade properties file.

Creating the Properties File

Informatica provides a sample properties file that includes the upgrade parameters that are required by the

installer. You can customize the sample properties file to specify the options for your upgrade.

The sample properties file is named SilentInput.properties and is located in the root of the client installer directory.

1. Go to the root of the directory that contains the client installation files.

2. Locate the file named SilentInput.properties.

Back up the file before you modify it.

3. Use a text editor to open the file and modify the values of the upgrade parameters.

The following table describes the upgrade parameters you can modify:


USER_INSTALL_DIR Directory in which to insta ll the Informatica 9.0.1 client tools.

INS TA LL_TYPE Indi cat es whe ther to i ns tal l or up gra de the Informat ica c li ent to ols .Set this parameter to 1 upgrade a previous version of the Informatica client tools to

version 9.0.1.

UPG_BACKUP_DIR Directory of the previous version of the Informatica tools that you want to upgrade.

DXT_COMP Indicates whether to install Informatica Developer.

If the value is 1, the Developer tool will be installed. If the value is 0, the Developer tool will not be installed.Default is 1.

CLIENT_COMP Indicates whether to install the PowerCenter Client.If the value is 1, the PowerCenter Client will be installed. If the value is 0, the

PowerCenter Client will not be installed.Default is 1.

4. Save the properties file.

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Running the Silent Installer

After you create the properties file, open a command window to start the silent upgrade.

1. Open a command window.

2. Go to root of the client installer directory.

3. Verify that the directory contains the file SilentInput.properties with the upgrade options.

4. To start the silent upgrade process, double click the file silentinstall.bat.

The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete

when the Informatica_9.0.1_Client_InstallLog.log is created in the installation directory.

The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is not

accessible. If the upgrade fails, view the installation log files and correct the errors. Then run the silent installer

again.


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C H A P T E R 7

After You Upgrade


¨ Informatica Domain, 30

¨ Metadata Manager Service, 31

Informatica Domain

After you upgrade, complete the post-upgrade tasks for the domain.

Configure LDAP Connectivity

If the domain uses LDAP authentication, update the LDAP configuration after you upgrade.

Effective in version 9.0.1, the default maximum size for user import is set to 1000.

Previously, the default value was set to 0, which indicated that there was no maximum value.

When you upgrade, all users are imported into the domain. However, all users over 1000 will be dropped in

reverse alphabetic order the next time the Service Manager synchronizes with the LDAP service directory.

To avoid dropping users, reset the maximum size in the LDAP connectivity configuration.

Update the Log Events Directory

When you upgrade the domain, the log events directory points to the location you specified in the previous version.

To use a different directory for the logs, update the Log Directory Path property for the domain in the Administrator

tool. You can also use infasetup updateGatewaynode to update the directory. For example, you can configure the

log events directory as the server/infa_shared/logs directory in the new installation directory.

Update ODBC Data Sources

The Informatica installation includes DataDirect 6.0 SP3 ODBC drivers. Re-create each ODBC data source to use

the new drivers.

Update Statistics for the Domain Configuration Repository

If the domain configuration repository is in an IBM DB2 9.1 database, run the DB2 reorgchk command to optimize

database operations. The reorgchk command generates the database statistics used by the DB2 optimizer in

queries and updates.

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Use the following command:

REORGCHK UPDATE STATISTICS on SCHEMA SchemaName

Metadata Manager ServiceAfter you upgrade, complete the post-upgrade tasks for each Metadata Manager Service.

Reload Metadata Manager Resources

Reload all relational database resources, PowerCenter resources, business intelligence resources, and data

modeling resources.

Update the Metadata Manager Properties File

Update the imm.properties file to include any customization.

Compare the imm.properties file in the previous installation directory with the 9.0.1 version. Update the 9.0.1

version of the imm. properties file as required.

The 9.0.1 version of the imm.properties file is in the following directory:

<9.0.1 InformaticaInstallationDir>\tomcat\shared\class

The 9.0 version of the imm.properties file is in the following directory:

<9.0 InformaticaInstallationDir>\tomcat\shared\class

After you configure properties in imm.properties, disable and enable the Metadata Manager Service for the

changes to take effect.

Update the Metadata Manager File LocationWhen you upgrade, the Metadata Manager file location points to the location you specified in the previous version.

To use a different directory for the files, update the Metadata Manager File Location property for the Metadata

Manager Service in the Administrator tool.

Configure Domain SMTP Configuration Settings

Effective in version 9.0.1, you use the Administrator tool to configure the host name and port number of the

outgoing mail server in the domain SMTP configuration settings. Metadata Manager uses the mail server that you

configure to send email from Metadata Manager.

In previous versions, you configured the host name and port number of the outgoing mail server in the

imm.properties file. After you upgrade, use the Administrator tool to configure the email properties in the domain

SMTP configuration settings.

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I N D E X

Ddisk space requirements

installation requirements 5

DISPLAY

environment variables 6

Eenvironment variables

DISPLAY 7

installation 6

JRE_HOME 7

LANG 7

LANG_C 7

LC_ALL 7

LC_CTYPE 7

local 7

Ggraphical mode


IIATEMPDIR


installation requirements

disk space 5


X Window Server 7

JJRE_HOME

environment variables 6, 7

LLANG

environment variable 7

locale environment variables 6

LC_ALL


locale environment variables 6

LC_CTYPE


locale

configuring 7

SService Upgrade Wizard

upgrading services 24

upgrading users 24

services


SUSE Linux

JRE_HOME 7

Uupgrading


XX Window Server


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