Informatica (Version 9.1.0) Data Quality Installation and Configuration Quick Start

Transcription

1 Informatica (Version 9.1.0) Data Quality Installation and Configuration Quick Start

2 Informatica Data Quality Installation and Configuration Quick Start Version March 2011 Copyright (c) Informatica. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS (a) and (a) (1995), DFARS (1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing. Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Transformation, Informatica B2B Data Exchange Informatica On Demand, Informatica Identity Resolution, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing, Ultra Messaging and Informatica Master Data Management are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners. Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright Sun Microsystems. All rights reserved. Copyright RSA Security Inc. All Rights Reserved. Copyright Ordinal Technology Corp. All rights reserved.copyright Aandacht c.v. All rights reserved. Copyright Genivia, Inc. All rights reserved. Copyright Isomorphic Software. All rights reserved. Copyright Meta Integration Technology, Inc. All rights reserved. Copyright Intalio. All rights reserved. Copyright Oracle. All rights reserved. Copyright Adobe Systems Incorporated. All rights reserved. Copyright DataArt, Inc. All rights reserved. Copyright ComponentSource. All rights reserved. Copyright Microsoft Corporation. All rights reserved. Copyright Rogue Wave Software, Inc. All rights reserved. Copyright Teradata Corporation. All rights reserved. Copyright Yahoo! Inc. All rights reserved. Copyright Glyph & Cog, LLC. All rights reserved. Copyright Thinkmap, Inc. All rights reserved. Copyright Clearpace Software Limited. All rights reserved. Copyright Information Builders, Inc. All rights reserved. Copyright OSS Nokalva, Inc. All rights reserved. Copyright Edifecs, Inc. All rights reserved. Copyright Cleo Communications, Inc. All rights reserved. Copyright International Organization for Standardization All rights reserved. Copyright ej-technologies GmbH. All rights reserved. Copyright Jaspersoft Corporation. All rights reserved. This product includes software developed by the Apache Software Foundation ( and other software which is licensed under the Apache License, Version 2.0 (the "License"). You may obtain a copy of the License at Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. This product includes software which was developed by Mozilla ( software copyright The JBoss Group, LLC, all rights reserved; software copyright by Bruno Lowagie and Paulo Soares and other software which is licensed under the GNU Lesser General Public License Agreement, which may be found at The materials are provided free of charge by Informatica, "as-is", without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. The product includes ACE(TM) and TAO(TM) software copyrighted by Douglas C. Schmidt and his research group at Washington University, University of California, Irvine, and Vanderbilt University, Copyright ( ) , all rights reserved. This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (copyright The OpenSSL Project. All Rights Reserved) and redistribution of this software is subject to terms available at and This product includes Curl software which is Copyright , Daniel Stenberg, <daniel@haxx.se>. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at Permission to use, copy, modify, and distribute this software for any purpose with or without fee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies. The product includes software copyright ( ) MetaStuff, Ltd. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at license.html. The product includes software copyright , The Dojo Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at This product includes ICU software which is copyright International Business Machines Corporation and others. All rights reserved. Permissions and limitations regarding this software are subject to terms available at This product includes software copyright Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may be found at kawa/software-license.html. This product includes OSSP UUID software which is Copyright 2002 Ralf S. Engelschall, Copyright 2002 The OSSP Project Copyright 2002 Cable & Wireless Deutschland. Permissions and limitations regarding this software are subject to terms available at This product includes software developed by Boost ( or under the Boost software license. Permissions and limitations regarding this software are subject to terms available at / This product includes software copyright University of Cambridge. Permissions and limitations regarding this software are subject to terms available at This product includes software copyright 2007 The Eclipse Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at This product includes software licensed under the terms at doc/ license.html, license.html, licenseagreement; license.html; nanoxml.sourceforge.net/orig/copyright.html; and This product includes software licensed under the Academic Free License ( the Common Development and Distribution License ( the Common Public License ( the Sun Binary Code License Agreement Supplemental License Terms, the BSD License ( and the MIT License ( mit-license.php).

3 This product includes software copyright Joe WaInes, XStream Committers. All rights reserved. Permissions and limitations regarding this software are subject to terms available at This product includes software developed by the Indiana University Extreme! Lab. For further information please visit This Software is protected by U.S. Patent Numbers 5,794,246; 6,014,670; 6,016,501; 6,029,178; 6,032,158; 6,035,307; 6,044,374; 6,092,086; 6,208,990; 6,339,775; 6,640,226; 6,789,096; 6,820,077; 6,823,373; 6,850,947; 6,895,471; 7,117,215; 7,162,643; 7,254,590; 7,281,001; 7,421,458; 7,496,588; 7,523,121; 7,584,422, 7,720,842; 7,721,270; and 7,774,791, international Patents and other Patents Pending. DISCLAIMER: Informatica Corporation provides this documentation "as is" without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of oninfringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice. NOTICES This Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation ("DataDirect") which are subject to the following terms and conditions: 1. THE DATADIRECT DRIVERS ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. 2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS. Part Number: IN-ICQ

4 Table of Contents Chapter 1: Data Quality Installation and Configuration Quick Start Overview Verify the System Requirements for Informatica Services and Clients Minimum System Requirements... 2 Minimum Database Requirements Temporary Disk Space Requirement Complete the Pre-Installation Tasks Install the Informatica Services Install the Informatica Clients Complete the Post-Installation Tasks Install Optional Components Table of Contents i

5 ii Table of Contents

6 C H A P T E R 1 Data Quality Installation and Configuration Quick Start This chapter includes the following topics: Overview, 1 Verify the System Requirements for Informatica Services and Clients, 2 Complete the Pre-Installation Tasks, 3 Install the Informatica Services, 4 Install the Informatica Clients, 4 Complete the Post-Installation Tasks, 5 Install Optional Components, 5 Overview The Informatica platform includes the following products: Informatica Data Explorer Informatica Data Quality Informatica Data Services PowerCenter Installation Steps 1. Verify the system requirements for Informatica services and clients. 2. Complete the pre-installation tasks. 3. Install the Informatica services. 4. Install the Informatica clients. 5. Complete the post-installation tasks. 6. Install drivers, additional utilities, and product documentation. Note: The pre-installation and post-installation tasks differ based on the product you install. If you install more than one Informatica product, complete the Informatica platform steps one time, and then complete the steps for each product that you install. This quick start includes general installation steps. For detailed instructions, such as steps required for certain platforms, databases, or features, see the Informatica Data Quality Installation and Configuration Guide. 1

7 Verify the System Requirements for Informatica Services and Clients Run the Informatica 9 Pre-Installation System Check tool (i9pi) to verify that the machines where you install the Informatica services and clients meet the system and diskspace requirements. If required, modify the machine settings before you start the installation. After you download and extract the installation files, you can find the i9pi tool in the following directory: <InstallerExtractDirectory>/i9Pi Minimum System Requirements The following table describes the minimum system requirements for the Informatica clients and for a domain with different node configurations: Component Processor RAM Disk Space Operating System Domain with all Data Quality, Data Explorer, Data Services, and PowerCenter services running on one node Domain with Data Quality, Data Explorer, and Data Services application services running on one node: - Data Integration Service - Model Repository Service - Analyst Service 4 CPU 8 GB 20 GB Windows Sun Solaris HP-UX IBM AIX Red Hat Linux SUSE Linux 2 CPU 4 GB 20 GB Domain with all PowerCenter services running on one node 2 CPU 4 GB 4 GB Domain with all PowerCenter services running on one node except Metadata Manager Service and Reporting Service 1 CPU 2 GB 3 GB Metadata Manager Service running on a separate node 2 CPU 2 GB 3 GB Reporting Service running on a separate node 1 CPU 512 MB 3 GB PowerCenter Client 1 CPU 512 MB 1.2 GB Windows Informatica Developer 1 CPU 512 MB 900 MB Windows Metadata Manager Agent 1 CPU 512 MB 220 MB Windows Minimum Database Requirements The database requirements for the Informatica repositories and components differ based on the product you install and the services you plan to create. Create each repository in a separate database schema. 2 Chapter 1: Data Quality Installation and Configuration Quick Start

8 Informatica Platform Database Requirements When you create an Informatica domain, you must create a domain configuration repository. If you install multiple products that run on the same domain, you need a single domain configuration repository. Informatica Component Database Type Disk Space Comments Informatica domain configuration repository IBM DB2 UDB Microsoft SQL Server Oracle 200 MB Set up the database schema before you start the installation process. Data Quality Database Requirements Informatica Data Quality requires a Model repository and a staging database. You can use the same Model repository for Data Services, Data Quality, and Data Explorer. Informatica Component Database Type Disk Space Comments Model repository Staging database IBM DB2 UDB Microsoft SQL Server Oracle IBM DB2 UDB Microsoft SQL Server Oracle 200 MB Set up the database before you create the Model Repository Service. Allocate more space based on the amount of metadata that you want to store. 200 MB Set up the database before you create the Analyst Service. Allocate more space based on the amount of metadata that you want to store. Temporary Disk Space Requirement 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 Complete the Pre-Installation Tasks Before you install the Informatica services or clients, prepare the machines where you plan to install Informatica services and clients. If you install multiple products, complete the pre-installation tasks only once. Complete the Pre-Installation Tasks 3

9 Complete the following pre-installation tasks: 1. Verify the license key. Before you install the software, verify that you have the license key for the product you plan to install. Contact Informatica Global Customer Support if you do not have a license key or if you have an incremental license key and you want to create a domain. 2. Uninstall the previous version of Data Transformation, if applicable. Back up essential files before you uninstall Data Transformation. 3. Review the environment variables. Configure the environment variables to work with the Informatica installation. 4. Determine the ports available for Informatica. The installer sets up the ports for components in the Informatica domain. It also designates the ports to use for application service processes that run on the node where you install Informatica. Domain port. Default is Service Manager port. Default is Service Manager shutdown port. Default is Informatica Administrator port. Default is Informatica Administrator shutdown port. Default is Range of ports for application services. Default range is 6013 to Create a system user account to install Informatica. Create a system user account to perform the installation and to run the Informatica service or daemon. Verify that the user account you use to install Informatica has write permission on the installation directory. 6. Optionally, set up a keystore file for a secure connection. To use a secure connection between the Administrator tool and the Service Manager, set up a keystore for use with Informatica. 7. For UNIX and Linux, verify the file descriptor settings. Verify that the operating system meets the file descriptor requirement. 8. For UNIX, set up the X Window server for graphical mode installation. The Informatica installer requires a graphics display server to run in graphical mode. 9. Set up the database and user account for the domain configuration repository. Verify the database requirements before you set up the database. The requirements differ based on the type of database you use for the domain configuration repository. Install the Informatica Services Use the Informatica server installer to install the Informatica services on a Windows or UNIX machine. You can install the Informatica services on multiple machines to create multiple nodes. Install the Informatica Clients Use the Informatica client installer to install the Informatica clients on Windows. 4 Chapter 1: Data Quality Installation and Configuration Quick Start

10 If you install multiple products, you can install the following client applications on the same machine or separate machines: Informatica Developer for use with Data Explorer, Data Services, and Data Quality. PowerCenter Client for use with PowerCenter. Complete the Post-Installation Tasks After you install the Informatica product, complete the configuration tasks to ensure that the Informatica services and clients run properly. If you install multiple products, complete the post-installation tasks only once. Complete the following post-installation tasks: 1. Configure the environment variables. Configure the environment variables that Informatica uses when it runs the application services and connects to the clients. 2. Update statistics for the domain configuration repository if it runs on IBM DB For gateway nodes that run on UNIX, verify that a graphics display server is available. 3. Configure the web browser. You can use Microsoft Internet Explorer or Mozilla Firefox to launch the web client applications in the Informatica platform. Configure to the browser to work with the Informatica web clients. 4. Install languages for the Informatica client tools. To view languages other than the system locale when you work with repositories that use a UTF-8 code page, install additional languages on Windows for use with the Informatica clients. 5. Verify the setup for 32-bit and 64-bit platforms. You can run Informatica on 32-bit or 64-bit platforms. When you run Informatica on both 32-bit and 64-bit platforms, configure Informatica to use the correct libraries, database clients, and session cache sizes. 6. Install the database client software on each machine where the Data Integration Service runs. 7. Verify third-party software requirements. Informatica requires third-party software and libraries to perform certain operations. Verify that the machine where you install Informatica has the required software or library. Install Optional Components Optionally, you can install the following components: JDBC and ODBC drivers Informatica utilities Product documentation Complete the Post-Installation Tasks 5