Informatica PowerCenter (Version HotFix 6) Upgrade Guide for Version 9.0.1

Transcription

1 Informatica PowerCenter (Version HotFix 6) Upgrade Guide for Version 9.0.1

2 Informatica PowerCenter Upgrade Guide for Version Version HotFix 6 January 2013 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. 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3 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 ( the MIT License ( and the Artistic License ( 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 noninfringement, 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: PC-UPG HF6-0001

4 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 Informatica Upgrade Upgrade Process Changing the Node Configuration Upgrading Data Transformation Upgrade Tasks Chapter 2: Before You Upgrade the Domain and Server Files Pre-Upgrade Tasks Review the Windows Requirements Review the Prerequisites Review the Environment Variables Review the Maximum Heap Size Review the UNIX Requirements Review the Prerequisites Review the Environment Variables Set the File Descriptor Limit Review the Maximum Heap Size Set Up the X Window Server Uninstall Data Transformation Backing Up Essential Files Uninstalling Previous Version of Data Transformation Prepare the Domain Back Up the Domain Prepare the PowerCenter Repository Prepare Metadata Manager Update and Back Up the Metadata Manager Properties File Back Up the Metadata Manager Warehouse Table of Contents i

5 Prepare Data Analyzer Assign Roles to Users and Groups Back Up the Repository Shut Down the Domain Prepare to Change the Node Configuration Configure the Windows Machine Configure the UNIX Machine Copy the Installation Directories Verify Keystore File Name and Location Chapter 3: Domain and Server Files Upgrade Domain and Server Files Upgrade Overview Upgrading in Graphical Mode Upgrading in Console Mode Upgrading in Silent Mode Creating the Properties File Running the Silent Installer Upgrading with Changes to the Node Configuration Upgrading in Graphical Mode Upgrading in Console Mode Upgrading in Silent Mode Troubleshooting the Domain Upgrade Chapter 4: Before You Upgrade the Application Services Pre-Upgrade Tasks Configure POSIX Asynchronous I/O Configure Informatica Environment Variables Configure Locale Environment Variables Clear Browser Cache Change the Node Configuration Install the Database Client Software Configure Environment Variables Verify that a Graphics Display Server is Available Update Port Numbers Verify the Node Backup Directory Update Keystore File Name and Location Configure PowerExchange Adapters Chapter 5: Application Service Upgrade Application Service Upgrade Overview Service Upgrade for PowerCenter Service Upgrade Wizard Upgrade Report ii Table of Contents

6 Running the Service Upgrade Wizard Chapter 6: Informatica Client Upgrade Informatica Client Upgrade Overview Informatica Client Upgrade Options Upgrading in Graphical Mode Upgrading in Silent Mode Creating the Properties File Running the Silent Installer Chapter 7: After You Upgrade After You Upgrade Overview Informatica Domain Configure LDAP Connectivity Update the Log Events Directory Update ODBC Data Sources Update Statistics for the Domain Configuration Repository PowerCenter Data Masking Metadata Manager Service Copy JDBC drivers for Netezza Resources Reload Metadata Manager Resources Update the Metadata Manager Properties File Update the Metadata Manager File Location Configure Domain SMTP Configuration Settings Metadata Manager Service Installing the Teradata JDBC Driver Grant Permissions PowerCenter Export Consolidation Transformation Objects to PowerCenter Appendix A: Upgrade Checklist Upgrade Checklist Overview Before You Upgrade the Domain and Server Files Domain and Server Files Upgrade Before You Upgrade the Application Services Application Service Upgrade Informatica Client Upgrade After You Upgrade Index Table of Contents iii

7 Preface The Upgrade Guide for Version 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 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 Documentation The 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 at 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 Informatica Web Site You can access the Informatica corporate web site at The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services. Informatica How-To Library As an Informatica customer, you can access the Informatica How-To Library at 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

8 Informatica Knowledge Base As an Informatica customer, you can access the Informatica Knowledge Base at 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 at Informatica Multimedia Knowledge Base As an Informatica customer, you can access the Informatica Multimedia Knowledge Base at 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 at KB_Feedback@informatica.com. Informatica Global Customer Support You can contact a Customer Support Center by telephone or through the Online Support. Online Support requires a user name and password. You can request a user name and password at Use the following telephone numbers to contact Informatica Global Customer Support: North America / South America Europe / Middle East / Africa Asia / Australia Toll Free Brazil: Mexico: North America: Toll Free France: Germany: Italy: Netherlands: Portugal: Spain: Switzerland: United Kingdom: Toll Free Australia: New Zealand: Standard Rate India: Standard Rate Belgium: France: Germany: Netherlands: United Kingdom: Preface v

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10 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 HotFix 6: Informatica Product Version Informatica PowerCenter 8.1.x Informatica PowerCenter 8.5.x Informatica PowerCenter 8.6 Informatica PowerCenter Comments If the PowerCenter 8.1.x domain includes Metadata Manager or Data Analyzer, you must first upgrade to PowerCenter If the PowerCenter 8.5.x domain includes the Metadata Manager Service or Reporting Service, you must first upgrade to PowerCenter If the PowerCenter 8.6 domain includes the Metadata Manager Service, Reporting Service, or Reference Table Manager Service, you must first upgrade to PowerCenter Effective in version 9.0.1, the Reference Table Manager functionality is available through the Analyst Service. See the PowerCenter upgrade documentation for the steps to migrate the PowerCenter reference table data to the Informatica Analyst tool. Informatica Data Quality You can migrate the contents of the Informatica Data Quality repository to the Informatica Model repository. See the Data Quality migration documentation for details. Informatica Data Explorer Advanced Edition 9.0 You must first upgrade to Data Explorer Advanced Edition See the Informatica Data Quality 9.0 upgrade documentation. Complete the steps to upgrade Informatica Data Quality 9.0 unless an exception is specified. Informatica Data Quality 9.0 You must first upgrade to Data Quality

11 Informatica Product Version Comments Informatica Data Services 9.0 You must first upgrade to Data Services Informatica PowerCenter 9.0 You must first upgrade to PowerCenter Informatica Data Explorer Advanced Edition Informatica Data Quality Informatica Data Services Informatica PowerCenter Informatica Data Explorer or HotFix Release Informatica Data Quality or HotFix Release Informatica Data Services or HotFix Release Informatica PowerCenter or HotFix Release For information about applying the hotfix, see the Release Notes. For information about applying the hotfix, see the Release Notes. For information about applying the hotfix, see the Release Notes. For information about applying the hotfix, see the Release Notes. If the product version you use cannot be upgraded to Informatica HotFix 6, 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 all nodes. The following table describes the actions that the installer performs when you upgrade Informatica: Tasks Installs Informatica. Copies infa_shared directory. Copies mm_files directory. Upgrades the domain. Installs Informatica directories and files into the new directory. Copies the contents of the infa_shared directory from the existing installation directory into the new installation directory. Copies the contents of the mm_files directory from the default location in the existing installation directory into the new installation directory. Upgrades the domain to run version application services. 2 Chapter 1: Upgrade Overview

12 Tasks The upgrade retains the user and administrator accounts in the 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 services 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. If the client is installed on multiple machines, upgrade the client on all machines. Changing the Node Configuration The installer provides the option to allow changes to node host name and port number. When you select this option you can change the node configuration. Change the node configuration when you move the Informatica installation to a different machine. If you choose the option to update the node configuration on one gateway node, you must use this option on all gateway nodes in the domain. If you choose the option to update the node configuration, you need to perform additional upgrade steps. There are additional steps before you upgrade the domain and server files, and before you upgrade the application services. Upgrading Data Transformation If you want to upgrade Data Transformation Engine and Data Transformation Studio on the same machine, upgrade the client before you upgrade the domain and server files. The client and server upgrades must be 32-bit. 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 the 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 the 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 PowerCenter Client. 6. Perform the post-upgrade tasks. Upgrade Tasks 3

13 Note: If you upgrade more than one Informatica product or if you upgrade the Informatica product on more than one machine, complete the first upgrade using the detailed instructions in this guide. You can use the upgrade checklist in the appendix to perform subsequent upgrades. 4 Chapter 1: Upgrade Overview

14 C H A P T E R 2 Before You Upgrade the Domain and Server Files This chapter includes the following topics: Pre-Upgrade Tasks, 5 Review the Windows Requirements, 6 Review the UNIX Requirements, 8 Uninstall Data Transformation, 12 Prepare the Domain, 13 Prepare the PowerCenter Repository, 14 Prepare Metadata Manager, 14 Prepare Data Analyzer, 15 Shut Down the Domain, 15 Prepare to Change the Node Configuration, 16 Pre-Upgrade Tasks Before you upgrade the domain and server files, complete the following tasks: 1. Review the operating system specific requirements. 2. Uninstall Informatica B2B Data Transformation. 3. Prepare the domain. 4. Prepare the PowerCenter repository. 5. Prepare Metadata Manager. 6. Prepare the Data Analyzer repository. 7. Shut down the domain. 8. Prepare to change the node configuration. 5

15 Review the Windows Requirements Before you upgrade the domain, review the following Windows requirements: 1. Review the prerequisites. 2. Review the environment variables. Review the Prerequisites Verify that your system meets the upgrade requirements. The following table lists the minimum system requirements for a domain with different node configurations: Component Processor RAM Disk Space Domain with all Data Quality, Data Services, and PowerCenter services running on one node Domain with all PowerCenter services running on one node Domain with all PowerCenter services running on one node except Metadata Manager Service and Reporting Service 4 CPU 10GB 12 GB 2 CPU 4 GB 10 GB 1 CPU 2 GB 10 GB Metadata Manager Service running on a separate node 2 CPU 4 GB 10 GB Reporting Service running on a separate node 1 CPU 512 MB 10 GB Metadata Manager Agent 1 CPU 512 MB 220 MB Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space used by the existing infa_shared directory. The following table lists the minimum system requirements to run PowerCenter Client: Client Processor RAM Disk Space PowerCenter Client 1 CPU 512 MB 1.2 GB For more information about Informatica platform support, see the Product Availability Matrix at Temporary Disk Space Requirements for Installation The 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. 6 Chapter 2: Before You Upgrade the Domain and Server Files

16 The following table lists the temporary disk space requirements during installation of Informatica services: Product Installer Informatica Services Disk Space 1 GB 605 MB The following table lists the temporary disk space requirements during installation of Informatica clients: Product Installer Informatica Clients Disk Space 1 GB 550 MB Review the Environment Variables Configure the environment variables to work with the Informatica installation. The following table describes environment variables to review on Windows: Variable %TEMP% PATH Library path INFA_HOME INFA_DOMAINS_FILE Location of the temporary files created during installation. Informatica requires 1 GB disk space for temporary files. Configure the environment variable if you do not want to create temporary files in the default drive. Verify that the PATH environment variables do not contain earlier versions of Informatica. Verify that the library path environment variables do not contain earlier versions of Informatica. Contains the location of the Informatica installation directory. Clear this variable before you start the upgrade. Contains the location of the domains.infa file. Clear this variable before you start the upgrade. Review the Windows Requirements 7

17 Review the Maximum Heap Size Verify that Informatica Services uses the required maximum heap size for the number of users in the domain. The following table lists the minimum requirement for the maximum heap size settings, based on the number of users and services in the domain: Number of Domain Users Maximum Heap Size (1-5 Services) Maximum Heap Size (6-10 Services) 1,000 or less 512 MB (default) 1024 MB 5, MB 3072 MB 10, MB 5120 MB 20, MB 6144 MB 30, MB 6144 MB Note: The maximum heap size settings in the table are based on the number of PowerCenter Repository Services in the domain. If the domain has more than 1,000 users, update the maximum heap size based on the number of users in the domain. 1. Extract the installation files. 2. Go to the following directory:<installer>/source/tomcat/bin. 3. Use a text editor to open the infaservice file. 4. Search for the following text: INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX. 5. Set the value for -Xmx to the maximum heap size required for the number of Informatica domain users. For example, to set the maximum heap size to 3072 MB, use the following configuration: set INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX:GCTimeRatio=9 -Xmx3072m Review the UNIX Requirements Before you upgrade the domain, review the following UNIX requirements: 1. Review the prerequisites. 2. Review the environment variables. 3. Verify the file descriptor settings. 4. Set up the X Windows server. 8 Chapter 2: Before You Upgrade the Domain and Server Files

18 Review the Prerequisites The following table lists the minimum system requirements for a domain with different node configurations: Component Processor RAM Disk Space Domain with all Data Quality, Data Services, and PowerCenter services running on one node Domain with all PowerCenter services running on one node Domain with all PowerCenter services running on one node except Metadata Manager Service and Reporting Service 4 CPU 10 GB 12 GB 2 CPU 4 GB 10 GB 1 CPU 2 GB 10 GB Metadata Manager Service running on a separate node 2 CPU 4 GB 10 GB Reporting Service running on a separate node 1 CPU 512 MB 10 GB Metadata Manager Agent 1 CPU 512 MB 220 MB Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space used by the existing infa_shared directory. For more information about Informatica platform support, see the Product Availability Matrix at Temporary Disk Space Requirements for Installation The 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. The following table lists the temporary disk space requirements during installation: Product Installer Informatica Services Disk Space 1 GB 2 GB Review the Environment Variables Configure the environment variables to work with the Informatica installation. 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 set the environment variables. The following table describes environment variables to review on UNIX: Variable IATEMPDIR Location of the temporary files created during installation. Informatica requires 1 GB disk space for temporary files. Review the UNIX Requirements 9

19 Variable Configure the environment variable if you do not want to create temporary files in the / tmp directory. PATH Library path JRE_HOME Locale environment variables INFA_HOME INFA_DOMAINS_FILE Verify that the PATH environment variables do not contain earlier versions of Informatica. Verify that the library path environment variables do not contain earlier versions of Informatica. If you install the 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. 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: - English: C - Japanese: ja_jp.sjis or ja_jp.pck - Portuguese: pt_br.iso8859-1, pt_br , or pt_br After you install, update the locale setting to one that is compatible with the code page of the repository. Contains the location of the Informatica installation directory. Clear this variable before you start the upgrade. Contains the location of the domains.infa file. Clear this variable before you start the upgrade. Set the File Descriptor Limit 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 8,000 or higher. The recommended limit is 16,000 file descriptors per process. Review the Maximum Heap Size Verify that Informatica Services uses the required maximum heap size for the number of users in the domain. The following table lists the minimum requirement for the maximum heap size settings, based on the number of users and services in the domain: Number of Domain Users Maximum Heap Size (1-5 Services) Maximum Heap Size (6-10 Services) 1,000 or less 512 MB (default) 1024 MB 5, MB 3072 MB 10, MB 5120 MB 10 Chapter 2: Before You Upgrade the Domain and Server Files

20 Number of Domain Users Maximum Heap Size (1-5 Services) Maximum Heap Size (6-10 Services) 20, MB 6144 MB 30, MB 6144 MB Note: The maximum heap size settings in the table are based on the number of PowerCenter Repository Services in the domain. If the domain has more than 1,000 users, update the maximum heap size based on the number of users in the domain. 1. Extract the installation files. 2. Go to the following directory:<installer>/source/tomcat/bin. 3. Use a text editor to open the infaservice file. 4. Search for the following text: INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX. 5. Set the value for -Xmx to the maximum heap size required for the number of Informatica domain users. For example, to set the maximum heap size to 3072 MB, use the following configuration: set INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX:GCTimeRatio=9 -Xmx3072m Set Up the X Window Server When you run the 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 the product, you can run the installer 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 :0 Bash/Korn export DISPLAY= <TCP/IP node of XWindow server>:0 export DISPLAY= :0 Bourne DISPLAY= <TCP/IP node of XWindow server>:0 export display DISPLAY= :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 installer uses, the installer can display incorrect labels on the buttons. Review the UNIX Requirements 11

21 Uninstall Data Transformation If your machine has a previous version of Data Transformation, you must uninstall it before you upgrade Informatica services or clients: Back up essential files on your design and production environments. Uninstall the previous version of Data Transformation. Backing Up Essential Files Before you install a new version of Data Transformation, you must back up the following essential files that were created under previous versions: Directory Workspace (design environment only) (rev and earlier) Repository Custom Global Components directory (TGP files) Custom Global Components directory (DLL and JAR files) Configuration file License file Library files Library files SWIFT library files FpML or SEPA library files Default Location C:\Documents and Settings\<user>\My Documents\Informatica\DataTransformation \<version_number>\workspace <INSTALL_DIR>/DataTransformation/ServiceDB <INSTALL_DIR>/DataTransformation/autoInclude/user <INSTALL_DIR>/DataTransformation/externLibs/user <INSTALL_DIR>/DataTransformation/CMConfig.xml <INSTALL_DIR>/DataTransformation/CDELicense.cfg <INSTALL_DIR>\DataTransformation\Libraries The following files under <INSTALL_DIR>\DataTransformation\eclipse3_3\plugins: - com.informatica.libeditor.compare_<version>.jar - com.informatica.libeditor.digesterwrap_<version>.jar - com.informatica.libeditor.gen_wiz_<version>.jar - com.informatica.libeditor.launcher_<version>.jar - com.informatica.libeditor.run_validations_<version>.jar - com.informatica.libeditor_<version>.jar - All other plugins with names that start with com.informatica.libeditor_ com.informatica.libeditor.biclookup_<version>.jar - com.informatica.libeditor.propertypages_<version>.jar - com.informatica.libeditor_xsd_<version>.jar Uninstalling Previous Version of Data Transformation The installer cannot upgrade Data Transformation directly from version or earlier. 12 Chapter 2: Before You Upgrade the Domain and Server Files

22 If you have Data Transformation version or earlier, you must uninstall it before you install the current version. If you have 32-bit Data Transformation, you must uninstall it before you migrate to 64-bit Data Transformation. 1. Close all applications that use Data Transformation services. 2. If you are uninstalling version 4.x, uninstall all libraries. 3. Uninstall Data Transformation. For more information about uninstalling version 9.1.0, see Uninstalling Data Transformation. For more information about uninstalling previous versions, see the Data Transformation Administrator Guide for your version. Prepare the Domain Before you upgrade the domain, complete the steps to back up the domain. 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 Informatica. Informatica infasetup includes command line programs to back up and restore the domain. 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> <-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] Prepare the Domain 13

23 Back up the metadata configuration files to any directory accessible by the machines where you install Informatica. The following table describes the metadata files and the locations where you can find them: Metadata File Location nodemeta.xml Contains metadata for a node. Stored in the isp/config directory on each node in the domain. If you use the same backup directory name on all the nodes, rename nodemeta.xml before copying it to the backup location. For example, you back up nodemeta.xml to the /nodebak directory on nodea and nodeb. Rename the configuration files so that on nodea the file is backed up 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 gateway nodes. Stored in one of the following locations: - The Informatica installation directory on the client and server machines. - The location configured through the INFA_DOMAINS_FILE environment variable. 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 Metadata Manager Before you upgrade the domain, prepare Metadata Manager. Disable the Metadata Manager Service before you prepare Metadata Manager. 1. Update and Back Up the Metadata Manager properties file. 2. Back up the Metadata Manager warehouse. Update and Back Up the Metadata Manager Properties File Before you upgrade the domain, update and back up the Metadata Manager properties file. The version of the imm.properties file is in the following directory: <9.0.1 InformaticaInstallationDir>\tomcat\shared\class 14 Chapter 2: Before You Upgrade the Domain and Server Files

24 Remove the following properties from the imm.properties file: mail.host mail.port Back up the imm.properties file. Back Up the Metadata Manager 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. Metadata 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 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> Prepare Data Analyzer Before you upgrade the domain, prepare the Data Analyzer repository. 1. Assign roles to users and groups. 2. Back up the Data Analyzer repository. 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. 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. Prepare Data Analyzer 15

25 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. Prepare to Change the Node Configuration Before you change the node configuration, complete the following steps on the machine where you want the new version of Informatica to run: 1. Review the operating system specific requirements. 2. Copy the installation directory. 3. Verify the keystore file name and location. Configure the Windows Machine Before you upgrade the domain and server files, complete the following Windows tasks: 1. Determine port availability. 2. Create a system user account. Note: Services may fail to start if there is a port number conflict. Determine Port Availability The installer sets up the ports for components in the Informatica domain, and it designates the ports to use for application service processes that run on the node where you install Informatica. You can specify the port numbers to use for the components and a range of port numbers to use for the application services. Or you can use the default port numbers provided by the installer. Verify that the port numbers are available on the machines where you install the Informatica services. The following table describes the ports used by Informatica: Port Type Domain port Service Manager port Port number for the node created during installation. 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 to communicate with the services in the domain. This is the port that the Informatica command line programs use to communicate to the domain. This is also the port for the SQL data service JDBC/ODBC driver. Default is Chapter 2: Before You Upgrade the Domain and Server Files

26 Port Type Service Manager shutdown port Port number that controls server shutdown for the domain Service Manager. The Service Manager listens for shutdown commands on this port. Default is Informatica Administrator port Port number used by the Administrator tool. Default is Informatica Administrator shutdown port Range of ports for application services Port number that controls server shutdown for the Administrator tool. The Administrator tool listens for shutdown commands on this port. Default is Range of port numbers that can be assigned to the application service processes that run on the node. When you create an application service in the domain, the Service Manager assigns the first available port in this range to the service process. At a minimum, the number of ports in the range must be at least twice the number of application service processes that will run on the node. Default is 6013 to Note: Services and nodes can fail to start if there is a port conflict. You can update the range of ports for application services after you upgrade. Create a System User Account Create a system user account to perform the installation and to run the Informatica service. Verify that the user account that you use to install the Informatica services has write permission on the installation directory. You can install Informatica with the user account logged in to the machine and run it under another user account. You can create a local account or a domain account to install Informatica or run the Informatica Windows service. Note: To access a repository on Microsoft SQL Server that uses a Windows trusted connection, create a domain account. The user accounts require the following permissions to run the installer or to run the Informatica Windows service: Logged in user account. The user account must be a member of the Administrators group and have the Log on as a service permission. Log in with this user account before you install Informatica. Another user account. The user account must be a member of the Administrators group and have Log on as a service and Act as operating system permissions. You do not have to log in with this user account before you install Informatica. During installation, you can specify the user account to run the Informatica Windows service. Configure the UNIX Machine Before you upgrade the domain and server files, complete the following UNIX tasks: 1. Determine port availability. 2. Create a system user account. Note: Services may fail to start if there is a port number conflict. Determine Port Availability The installer sets up the ports for components in the Informatica domain, and it designates the ports to use for application service processes that run on the node where you install Informatica. You can specify the port numbers to use for the components and a range of port numbers to use for the application services. Or you can use the default port numbers provided by the installer. Verify that the port numbers are available on the machines where you install the Informatica services. Prepare to Change the Node Configuration 17