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Metadata Manager 8.6.1 Quick

Start Upgrade from 8.1.1

This quick start includes the following topics:

Step 1. Complete the Post-Installation Tasks, 1

Step 2. Upgrade Metadata Manager, 2

Step 3. Complete the Post-Upgrade Tasks, 2

Step 1. Complete the Post-Installation Tasks

Before you upgrade Metadata Manager, install PowerCenter. For more information, see the PowerCenterInstallation and Configuration Quick Start.

1.1 Verify prerequisites. Review the prerequisites and verify that the environment meets the minimumrequirements. Verify the database and web browser requirements.

1.2 Create repository databases and user accounts. Set up databases and user accounts for the MetadataManager repository. Create a separate database user account for each repository. The database users must havepermissions to create and drop tables and indexes and to select, insert, update, and delete data from tables.

Use Table 1 to record database information:

1.3 Prepare Metadata Manager for upgrade. Back up the Metadata Manager repository database. Exportreports and related objects.

For more information about post-installation tasks, see the PowerCenter Configuration Guide.

Table 1. Metadata Manager Repository Database

Parameter Value

Database Type

Database Driver

Database Host Name

Database Port Number

Database User ID

Database Password

Tablespace Name

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2 Metada ta Manager 8.6.1 Quick Star t Upgrade f rom 8.1.1

Step 2. Upgrade Metadata Manager

2.1 Create a license object. If the PowerCenter domain does not have a PowerCenter 8.6 license object, create alicense object using the license key.

2.2 Create the Metadata Manager Service. Create a Metadata Manager Service and specify the MetadataManager repository.

2.3 Upgrade the repository. Upgrade the contents of the Metadata Manager repository.

2.4 Create an LDAP security domain (Optional). If you upgrade Metadata Manager users to an LDAP securitydomain, create an LDAP security domain before you start upgrading the users and groups.

2.5 Upgrade groups and user accounts. Upgrade the groups and user accounts to the security domain you wantto use for Metadata Manager.

2.6 Enable the Metadata Manager Service. After you enable the Metadata Manager Service, you can performthe post-upgrade tasks.

For more information about upgrading Metadata Manager, see the PowerCenter Configuration Guide.

Step 3. Complete the Post-Upgrade Tasks3.1 Download and install the Metadata Manager Agent. In the Metadata Manager application, download andinstall the Metadata Manager Agent.

3.2 Update the Metadata Manager resources. In the Metadata Manager application, update the properties ofresources that use PowerCenter, Data Analyzer, and relational data source in the Resource List section of theLoad page.

3.3 Update the Metadata Manager index files. In the Metadata Manager application, select and index allMetadata Manager resources.

3.4 Regenerate the templates and PowerCenter workflows for custom resources. If Metadata Manager usescustom resources, use the Custom Metadata Configurator to regenerate the template and PowerCenter

workflows.

3.5 Import the custom PowerCenter workflows. Use the PowerCenter Repository Manager or the WorkflowManager to import the workflows in the PowerCenter repository associated with the Metadata Manager Service.

3.6 Import saved schemas, dashboards, and report objects into a Data Analyzer repository. To use theschemas, dashboards, and reports from the previous version of Metadata Manager, import the XML files into aData Analyzer repository.

For more information about post-upgrade tasks, s ee PowerCenter Configuration Guide.