Informatica (Version 9.0.1) Upgrade Guide for PowerCenter 9.0

Transcription

1 Informatica (Version 9.0.1) Upgrade Guide for PowerCenter 9.0

2 Informatica Upgrade Guide for PowerCenter 9.0 Version June 2010 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 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 non-infringement, 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

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 Upgrade Tasks Chapter 2: Before You Upgrade the Domain and Server Files Pre-Upgrade Tasks Review the Prerequisites Temporary Disk Space Requirements Verify the File Descriptor Settings Verify Environment Variables Locale Environment Variables JRE_HOME Set Up the X Window Server Clear Environment Variables Prepare the Domain Back Up the Domain Verify Database User Account Permissions Run infasetup Prepare the PowerCenter Repository Prepare the PowerCenter Profiling Warehouse Prepare Metadata Manager Back Up the Warehouse Update the Properties File Run Metadata Manager backupcmdline Prepare the Data Analyzer Repository Assign Roles to Users and Groups Back Up the Repository Table of Contents i

5 Verify Database User Account Requirements Shut Down the Domain 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 Troubleshooting the Domain Upgrade Chapter 4: Before You Upgrade the Application Services Configure POSIX Asynchronous I/O Configure Informatica Environment Variables Configure Locale Environment Variables Clear Browser Cache Configure Browser Bookmarks Chapter 5: Application Service Upgrade Application Service Upgrade Overview Service Upgrade for PowerCenter Service Upgrade Wizard 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 Informatica Domain Configure LDAP Connectivity Update the Log Events Directory Update ODBC Data Sources Update Statistics for the Domain Configuration Repository Metadata Manager Service Reload Metadata Manager Resources Update the Metadata Manager Properties File Update the Metadata Manager File Location ii Table of Contents

6 Configure Domain SMTP Configuration Settings Index Table of Contents iii

7 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 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: Standard Rate North America: Toll Free France: Germany: Israel: Italy: Netherlands: Portugal: Spain: Switzerland: or United Kingdom: or Toll Free Australia: New Zealand: Singapore: Standard Rate India: Standard Rate Belgium: France: Germany: Netherlands: 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 9.0.1: 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 upgrade to PowerCenter before you upgrade to Informatica PowerCenter If the PowerCenter 8.5.x domain includes the Metadata Manager Service or Reporting Service, you must upgrade to PowerCenter before you upgrade to Informatica PowerCenter If the PowerCenter 8.6 domain includes the Metadata Manager Service, Reporting Service, or Reference Table Manager Service, you must upgrade to PowerCenter before you upgrade to Informatica 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 PowerCenter 9.0 Informatica Data Quality 9.0 1

11 Informatica Product Version Comments Informatica Data Services 9.0 Informatica Data Explorer Advanced Edition 9.0 See the Informatica Data Quality 9.0 upgrade documentation. Complete the steps to upgrade Informatica Data Quality 9.0 unless an 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 Installs Informatica. Copies infa_shared directory. Copies mm_files directory. Upgrades the domain. Starts Informatica Services. Description 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. The upgrade retains the user and administrator accounts in the domain. 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. If the client is installed on multiple machines, upgrade the client on all machines. 2 Chapter 1: Upgrade Overview

12 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. Upgrade Tasks 3

13 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, 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. 4

14 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, 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 Metadata Manager Service running on a separate node Reporting Service running on a separate node Orchestration Server running on a separate node 4 CPU 8 GB 20 GB Windows 2003 / 2008 Sun Solaris HP-UX IBM AIX Red Hat Linux SUSE Linux 2 CPU 4 GB 4 GB 1 CPU 2 GB 3 GB 2 CPU 2 GB 3 GB 1 CPU 512 MB 3 GB 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 used by 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 Temporary Disk Space Requirements 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. Review the Prerequisites 5

15 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 IATEMPDIR (InstallAnywhere) JRE_HOME Operating System Windows UNIX SUSE Linux Linux EMT64 Description Location of 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 following locations: - /tmp directory on UNIX - default drive on Windows 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. 6 Chapter 2: Before You Upgrade the Domain and Server Files

16 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 English Japanese Portuguese Value C ja_jp.sjis or ja_jp.pck 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. 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 :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 Informatica installer uses, the installer can display incorrect labels on the buttons. For example, the button labeled Test Connection can appear as Test Connecti... Verify Environment Variables 7

17 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 Informatica. 8 Chapter 2: Before You Upgrade the Domain and Server Files

18 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 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. 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> Prepare the Domain 9

19 <-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 [<-DatabaseServiceName -ds> database_service_name] <-BackupFile -bf> backup_file_name [<-Force -f>] [<-ClearNodeAssociation -ca>] [<-Tablespace -ts> tablespace_name] [<-SchemaName -sc> schema_name Microsoft SQL Server only] 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] [<-DatabaseServiceName -ds> database_service_name] [<-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] [<-SchemaName -sc> schema_name Microsoft SQL Server only] 10 Chapter 2: Before You Upgrade the Domain and Server Files

20 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 backupcmdline 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 Prepare the PowerCenter Repository 11

21 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. 12 Chapter 2: Before You Upgrade the Domain and Server Files

22 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. Shut Down the Domain 13

23 C H A P T E R 3 Domain and Server Files Upgrade This chapter includes the following topics: 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 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 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 Mode You 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. 14

24 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 and click Next. The Upgrade Pre-Requisites window displays the upgrade system requirements. Verify that all requirements are met before you continue the upgrade. 6. Click Next. 7. In the Upgrade Directory window, enter the following directories: Directory Directory of the Informatica product to upgrade Description Directory that contains the previous version of PowerCenter that you want to upgrade. Directory for Informatica Directory in which to install Informatica Enter the absolute path for the installation directory. The directory cannot be the same as the directory that contains the previous version of PowerCenter.The directory names in the path must not contain spaces or the following special * $ #! % ( ) { } [ ], ; ' 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 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 Database type Database user ID User password Description Database for the domain configuration repository. Database user account for the domain configuration repository. 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. Upgrading in Graphical Mode 15

25 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: Property Run Informatica under a different user account User name Password Description Indicates whether to run the Windows service under a different user account. 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 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 Chapter 3: Domain and Server Files Upgrade

26 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 Directory of the Informatica product to upgrade Directory for Informatica Description Directory that contains the previous version of PowerCenter that you want to upgrade. Directory in which to install Informatica The directory cannot be the same as the directory 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 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 the upgrade 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. Upgrading in Silent Mode 17

27 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 name SilentInput.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 INSTALL_TYPE USER_INSTALL_DIR UPG_BACKUP_DIR DB2_TABLESPACE ADVANCE_JDBC_PARAM ADVANCE_PORT_CONFIG TOMCAT_PORT AC_PORT Description Indicates whether to install or upgrade Informatica. If the value is 0, the installer performs a fresh installation of Informatica If the value is 1, the installer upgrades a previous version of Informatica to version Directory in which to install Informatica The directory cannot be the same as the directory that contains the previous version of PowerCenter. Directory that contains the previous version of PowerCenter that you want to upgrade. For IBM DB2 only. Name of the tablespace in which to create the tables. If this parameter is empty, the installer creates the tables in the default tablespace. In a multipartition database, the tablespace page size must be 32 K. Define the database in a single-node tablespace to optimize performance. 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 it adds the string to the JDBC URL. If this parameter is empty, the installer creates the JDBC URL without additional parameters. Indicates whether to display the list of port numbers for the domain and node components. 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 domain and node components. 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 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. You can set this parameter if ADVANCE_PORT_CONFIG=1. Port number used by the Administrator tool. 18 Chapter 3: Domain and Server Files Upgrade