Informatica 9.0 PowerCenter Installation Quick Start Guide

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1 Informatica 9.0 PowerCenter Installation Quick Start Guide This quick start includes the following topics: Step 1. Complete the Pre-Installation Tasks, 1 Step 2. Install Informatica Services, 3 Step 3. Complete the Post-Installation Tasks, 3 Step 4. Start Informatica, 6 Step 5. Create and Configure Application Services, 6 Step 6. Configure Data Profiling, 6 Step 7. Configure Data Masking (Optional), 7 Step 8. Create User Accounts, 7 Step 9. Install and Configure the PowerCenter Client, 7 Step 1. Complete the Pre-Installation Tasks Before you install, review the installation prerequisites and verify that the environment meets the requirements. Verify the minimum system requirements, database requirements, and temporary disk space requirements. Complete the following tasks: 1. Verify the license key. Verify that you have the license key available. Use the following table to record the location of the license key: Location Directory 2. Create a system user account. Create a system user account to perform the installation and to run the Informatica service or daemon. On Windows, the system user account must be a member of the Administrator group. Use the following table to record the system user account information: User Name Password 3. Set up the domain configuration database. During installation, you create a domain configuration repository for the domain. Set up the database in which to create the domain configuration repository and and set up a database user account. 1

2 Use the following table to record the domain configuration database information: Database type Database host name Database port Database user ID Database user password Database service name 4. Determine port availability and establish the installation environment. Determine if you will install on one machine or multiple machines. If you install on multiple machines, identify the machine where you want to create a domain. Determine the port numbers to use for service processes running on the node. Use the following table to record the domain configuration information: Domain Name Domain Host Name Node Name Domain Port Number Default is User Name for Domain Administrator Password for Domain Administrator Service Manager port Default is Service Manager shutdown port Default is Informatica Administrator port Default is Informatica Administrator shutdown port Range of port numbers for service processes running on the node Default is Default is 6013 to Verify environment variables. Configure environment variables for temporary files and languages. Use the following table to record values for environment variables in Windows and UNIX: TMP IATEMPDIR Use the following table to record values for environment variables in UNIX: LANG LC_ALL DISPLAY 2 Informatica 9.0 PowerCenter Installation Quick Start Guide

3 6. On UNIX, set up the X Window Server. When you install in graphical mode, you must use a graphics display server. On UNIX, the graphics display server is typically an X Window server. 7. Create a keystore for HTTPS support (Optional). The installer requires aa keystore file to establish a secure connection between the Administrator tool and the Service Manager. You can create a keystore or allow the installer to create one. If you create a keystore file, use the following table to record the HTTPS configuration information: HTTPS port Keystore password Keystore file directory Step 2. Install Informatica Services Run the server installer to install Informatica Services. Use the following table to record the Informatica installation directory: Server Installation Directory Use the following table to record the Informatica Windows service user account: Windows domain / User name User password Step 3. Complete the Post-Installation Tasks After you install Informatica Services, configure the machine that hosts the application services and set up a database for the PowerCenter repository. Complete the following tasks: 1. Verify that the environment variables are set. Configure environment variables for Informatica Services. Set the locale and library environment variables. Use the following table to record the values for the Informatica environment variables: INFA_JAVA_OPTS INFA_DOMAINS_FILE INFA_HOME Step 2. Install Informatica Services 3

4 Use the following table to record the values for the locale environment variables on UNIX: LANG LANG_C LC_CTYPE LC_ALL Use the following table to record the values for the database library path environment variables on UNIX: LD_LIBRARY_PATH (Solaris and Linux) LIBPATH (AIX) SHLIB_PATH (HP-UX) 2. On an IBM DB2 version 9.1 configuration database, update statistics for the database. If you create the domain configuration on IBM DB2 version 9.1, run the DB2 reorgchk command on the database after installation to update the statistics for the DB2 optimizer. 3. On UNIX, set up the graphics display server. The gateway nodes on UNIX require a graphics display server to run domain reports in the Administrator tool. If you do not have a graphics display server, you can install and configure X Virtual Frame Buffer (Xvfb). 4. Configure the web browser. Configure web browser to properly display the PowerCenter web client applications, including the Administrator tool, Data Analyzer, Metadata Manager, and Web Service Hub console. 5. Verify the setup for 32-bit and 64-bit platforms. Configure the correct libraries, database clients, and session cache sizes. 6. Verify the requirements for code page compatibility. Verify that code pages for application services are compatible with code pages in the domain. 7. Install and configure the database client software. Install and configure the database client software on the machines where you install Informatica Services. Install the client software required to connect to the database systems you plan to access. On UNIX, configure database client environment variables. The database client variable name and requirements depend on the UNIX platform. Use the following table to record the values for the Oracle client environment variables: NLS_LANG ORACLE_HOME PATH Use the following table to record the values for the IBM DB2 client environment variables: DB2DIR DB2INSTANCE PATH 4 Informatica 9.0 PowerCenter Installation Quick Start Guide

5 Use the following table to record the values for the Sybase client environment variables: SYBASE<version> SYBASE_ASE SYBASE_OCS PATH 8. Create the repository databases and user accounts. Create databases and user accounts for the PowerCenter repository, Data Analyzer repository, and Metadata Manager repository. The database users must have permissions to create and drop tables and indexes and to select, insert, update, and delete data from tables. Use the following table to record the PowerCenter repository database information: Database Type Database Name Database Host Name Database Port Number Database User ID Database Password Code Page Tablespace Name Use the following table to record information about the Data Analyzer repository database for the Reporting Service: Database Name Database Driver Database Host Name Database Port Number Database User ID Database Password Tablespace Name Use the following table to record the Metadata Manager repository database information: Repository Name Repository Code Page Database Type Database Connect String Database User ID Database Password Step 3. Complete the Post-Installation Tasks 5

6 Database Name Tablespace Name 9. Verify Third-Party Software Requirements. Informatica requires third-party software to run Data Analyzer, Metadata Manager, and Informatica Administrator. Verify that the required software are installed. 10. Verify the Data Transformation Requirements (Optional). To use an Unstructured Data transformation in PowerCenter mappings, configure the Java environment for Data Transformation and ensure that the latest version of the PowerCenter ICU libraries are available. Step 4. Start Informatica Start the Informatica service. On Windows, configure the firewall to grant client machines access to the Service Manager in the Informatica domain. Step 5. Create and Configure Application Services Log in to the Administrator tool to create and configure the application services required to run the PowerCenter applications and workflows. Complete the following tasks: 1. Create a PowerCenter Repository Service. Create and configure a PowerCenter Repository Service. Specify the database for the PowerCenter repository. 2. Create a PowerCenter Integration Service. Create and configure a PowerCenter Integration Service. Associate the PowerCenter repository with the PowerCenter Integration Service. 3. Create the Metadata Manager Service. Create and configure a Metadata Manager Service. Specify the database for the Metadata Manager repository. 4. Create and configure the Reporting Services. Create and configure a Reporting Service. Specify the database for the Data Analyzer repository. You can create a Reporting Service to run PowerCenter reports and another to run Metadata Manager reports. Step 6. Configure Data Profiling To use the Data Profiling option, set up a Data Profiling warehouse. You can set up a Data Profiling warehouse for each PowerCenter repository in which you want to store data profiles. 6 Informatica 9.0 PowerCenter Installation Quick Start Guide

7 Step 7. Configure Data Masking (Optional) To use the Data Masking option, register and configure the Data Masking plug-in. Verify that you have the Data Masking license key available. Register the Data Masking plug-in and apply the license in the Administrator tool. Step 8. Create User Accounts To create and configure Informatica users, complete the following tasks: 1. Change the administrator password. To ensure security, change the administrator password in the Administrator tool. 2. Create user accounts. Create users in the Administrator tool. A user with an account in the Informatica domain can perform tasks in the Administrator tool, Developer tool, or Analyst tool based on the privileges and permissions assigned to them. Step 9. Install and Configure the PowerCenter Client To install and configure the PowerCenter Client, complete the following tasks: 1. Install the PowerCenter Client. Run the client installer to install the PowerCenter Client. Use the following table to record the PowerCenter Client installation directory: Client Installation Directory 2. Install the database client software. Install database client software on the machines where you install the PowerCenter Client. Some DataDirect ODBC drivers installed with the PowerCenter Client do not require database client software on the PowerCenter Client machine. 3. Install languages (Optional). If required, install additional languages on Windows for use with the PowerCenter Client. Step 7. Configure Data Masking (Optional) 7

8 8 Informatica 9.0 PowerCenter Installation Quick Start Guide

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