Informatica Proactive Monitoring for PowerCenter Governance (Version 2.0) Solutions Guide

Transcription

1 Informatica Proactive Monitoring for PowerCenter Governance (Version 2.0) Solutions Guide

2 Informatica Proactive Monitoring for PowerCenter Governance Solutions Guide Version 2.0 June 2012 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 (c)(1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. 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3 Table of Contents Preface.... iv Informatica Resources.... iv Informatica Customer Portal.... iv Informatica Documentation.... iv Informatica Web Site.... iv Informatica How-To Library.... v Informatica Knowledge Base.... v Informatica Multimedia Knowledge Base.... v Informatica Global Customer Support.... v Chapter 1: Introduction to Proactive Monitoring for PowerCenter Governance Proactive Monitoring for PowerCenter Governance Solution Overview Solution Capabilities Chapter 2: Solution Technical Overview Introduction to Complex Event Processing... 3 RulePoint Architecture Solution Architecture PowerCenter Components Monitored Solution Contents... 5 Chapter 3: Introduction to Installation and Configuration Installation and Configuration Overview Installation Options Chapter 4: First Time Installation First Time Installation Overview Before You Install Overview of Pre-Installation Tasks Verify System Requirements Install RulePoint Install Real-Time Alert Manager Install PowerCenter Create RulePoint and PowerCenter Users Set Up the X Window Server Installing in Graphical Mode Installing in Console Mode After You Install Table of Contents i

4 Restart RulePoint Create Users and Groups in RulePoint Configure Alerts Grant Permissions to PowerCenter Read-Only User Start Services and Enable Schedules Validate the Installation Configuring RulePoint Components Configuring Default Notification Troubleshooting RulePoint Service Errors Troubleshooting Real-Time Alert Manager to Receive Alerts Chapter 5: Custom Installation Custom Installation Overview Before You Install Installing in Graphical Mode Installing in Console Mode After You Install Import the XML Files for the Solution Troubleshooting Custom Installation Troubleshooting PowerCenter Connection Troubleshooting PowerCenter Services Configuration Troubleshooting RulePoint Source Connection Troubleshooting Errors While Importing the XML Files Restore Deleted Tools to the Staging Folder Chapter 6: Overlay Installation Overlay Installation Overview Before You Install Installing in Graphical Mode Installing in Console Mode After You Install Appendix A: Alert Recipient Tool Appendix B: Global Setting Tool Global Settings Tool Cleanup Tool Appendix C: Predefined Alert Channels Appendix D: Predefined Rules Predefined Rules Overview Template Rules ii Table of Contents

5 Advanced Rules Appendix E: Predefined Templates Appendix F: Predefined Services Analytics Source Services Responder Services Appendix G: Predefined s Appendix H: Frequently Asked Questions Index Table of Contents iii

6 Preface The Proactive Monitoring for PowerCenter Governance Solutions Guide describes the solution provided for proactively monitoring PowerCenter development environment. This guide also contains how to install and configure Proactive Monitoring for PowerCenter Governance. The target audience of this guide is the Informatica PowerCenter administrator, who is responsible for installing Proactive Monitoring for PowerCenter Governance. This guide assumes that you have a working knowledge of Informatica PowerCenter, the application server, database server, and other system requirements to install and deploy Proactive Monitoring for PowerCenter Governance. 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 infa_documentation@informatica.com. 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. iv

7 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. 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 KB_Feedback@informatica.com. 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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9 C H A P T E R 1 Introduction to Proactive Monitoring for PowerCenter Governance This chapter includes the following topics: Proactive Monitoring for PowerCenter Governance Solution Overview, 1 Solution Capabilities, 2 Proactive Monitoring for PowerCenter Governance Solution Overview Informatica Proactive Monitoring for PowerCenter Governance is an automated early warning system for the PowerCenter development environment. This solution identifies and alerts the PowerCenter developer of exceptions in transformation, mappings, sessions, and workflows. The proactive monitoring solution can identify inadvertent coding violations by PowerCenter developers while designing mappings, sessions, and workflows. A set of pre-configured, prepackaged sources, rules, analytics, and alert rules are provided with this solution. When RulePoint detects events that match the conditions specified in a rule, it sends alerts to Real-Time Alert Manager or specified IDs. For example, the monitoring solution can check for naming convention violations, use of illegal commands in command tasks, required attributes not enabled for sessions, and sessions and workflows without comments. The alert messages identify the session, workflow, or task in which the violation occurred. The proactive monitoring and alert operation is performed by the complex event processing products, Informatica RulePoint and Informatica Real-Time Alert Manager. For more information about Informatica RulePoint and Real-Time Alert Manager, see the documentation for these products. 1

10 Solution Capabilities PowerCenter developers can automate monitoring tasks for large PowerCenter deployments with predefined rules and analytics provided by the proactive monitoring solution. Proactive monitoring of PowerCenter developer tasks ensures that best practices are followed when implementing sessions and workflows. The pre-packaged rules and analytics can monitor the PowerCenter repository for violation of design guidelines. The proactive monitoring solution offers the following advantages for a PowerCenter development environment: Troubleshoot effectively You can enforce best practices for the design and implementation of PowerCenter transformations, workflows, tasks, sessions and mappings. Alerts are sent to the specified recipients when a transformation, workflow, or session is created and saved that violates the best practices specified in the rules. This helps the troubleshooting process since the alert contains the attribute name and value which violates the best practices. For example, the monitoring solution can detect session and workflow names that violate the naming convention, mapping names without descriptions, naming conflicts, and whether a session is modified often within the specified duration. Prevent data loss You can prevent data loss during the execution of a session or workflow by monitoring some of the properties during the design of the session or workflow. For example, the monitoring solution can detect if certain options such as, the truncate target table option or rollback transactions on error value is set. Detect potential production issues You can monitor session and workflow properties in the development environment to prevent issues in the production environment. For example, the monitoring solution sends an alert if hardcoded values are used for source connection parameters, illegal command tasks, hard-coded Microsoft Windows drive, and hard-coded UNIX path names. Prevent undesirable changes You can monitor the session or workflow properties for any undesirable changes that affect the execution of the workflow or task. For example, the monitoring solution will send an alert when sessions are disabled or when a session is modified three times within the last 60 minutes. Improve log management Detailed alerts in Real-Time Alert Manager help to monitor the level of traceability of PowerCenter objects during execution. This helps in better log management. For example, the monitoring solution sends an alert if a transformation has Tracing Level set higher than terse. Enforce session and workflow configuration You can enforce the selection of the workflow and session properties as defined by development best practices because the solution monitors session properties that affect the execution of workflows. For example, the monitoring solution sends an alert if the session has both Fail parent if the task fails and Fail parent if this task does not run options not set. Customize templates and rules You can define new template rules using the existing templates based on your monitoring requirements. The monitoring solution contains pre-built rules for self-service editing and tuning, along with the tools for creating new-rules, which helps organizations scale and manage rules consistently. 2 Chapter 1: Introduction to Proactive Monitoring for PowerCenter Governance

11 C H A P T E R 2 Solution Technical Overview This chapter includes the following topics: Introduction to Complex Event Processing, 3 Solution Architecture, 5 Introduction to Complex Event Processing Proactive monitoring for PowerCenter leverages complex event processing product, Informatica RulePoint, to process and analyze PowerCenter events. RulePoint can monitor or listen in near-real time to data across diverse sources. RulePoint is a complex event processing software platform that you can use to identify patterns in real-time event flows and batch data to proactively alert people, systems and processes. You can integrate multiple types of data sources seamlessly with RulePoint. Data sources are exposed to rule writers as topics. RulePoint users can use multiple modes, from simple templates to advanced rules that describe patterns that they want identified. When events match the specified patterns, RulePoint sends alerts based on the configured responses. s are delivered to recipients through or dashboards and into systems. The responses contain details of the error or event. You can customize additional sources and responses through the SDK. RulePoint Architecture RulePoint monitors specified data streams for predetermined events and then acts on those events with the configured rules. RulePoint uses services, which are configurable interfaces that link to another software system, to collect information from relevant streams of data flowing from different data sources. Each piece of information is referred 3

12 to as an event. These events are published into RulePoint and grouped into categories familiar to and defined by users, which are referred to as topic. RulePoint then uses other services to coordinate responses to those events based on user-defined event processing rules. A rule encapsulates the business logic of analyzing event data from multiple sources to detect specific events based on logical conditions, and then responds to the appropriate party with the proper information. Users can create and modify rules themselves, ensuring that an organization s responsiveness to changing conditions is not hindered by the traditional software development cycle. When RulePoint detects events that match the conditions specified in a rule, it executes the response specified in the rule. These responses can be simple, such as sending an , instant message, or text message, or complex, such as updating a database, triggering a web service, initiating other processes across the enterprise, or creating new events used by other rules. 4 Chapter 2: Solution Technical Overview

13 Solution Architecture The proactive monitoring solution works with your PowerCenter environment with minimum configuration requirements. Predefined RulePoint services integrate with PowerCenter data sources. The proactive monitoring solution is a RulePoint application which runs on a Java application server. The application server and RulePoint are installed on a machine, separate from the PowerCenter installation. Through a web browser, you can access and manage data sources, users, rule writing, and alert definitions. The following illustration shows the solution architecture: The proactive monitoring solution runs on a RulePoint instance and connects to the PowerCenter components to collect data. Incremental changes to sessions, workflows, mappings, and transformations are gathered from the PowerCenter repository. You can see the alert information in the Real-Time Alert Manager dashboard. PowerCenter Components Monitored The proactive monitoring installation program collects data about the PowerCenter environment and configures RulePoint to obtain data for rule processing. The proactive monitoring solution is pre-configured to connect RulePoint source services with the PowerCenter repository. During runtime, RulePoint connects to the PowerCenter repository. The PowerCenter repository contains metadata for mappings, sessions, and workflows. The proactive monitoring solution connects to the repository to retrieve information on modified transformations, mappings, sessions, and workflows to use in rule processing. Solution Contents The proactive monitoring solution contains RulePoint artifacts, database scripts, command line utilities, and personas to quickly configure and monitor the PowerCenter installation. The installation program installs the required components on the specified RulePoint instance and configures all RulePoint artifacts, such as pre-defined source services, templates, advanced rules, template rules, SQL Solution Architecture 5

14 analytics, watch lists, and responses. To enable RulePoint to obtain and process data from PowerCenter, the installer creates database tables for the following two database users: Read-only user in the PowerCenter repository. User with read and write privileges on the proactive monitoring repository in the RulePoint database. Command line utilities and personas are installed to configure and control alert recipients and the mode of delivery. The following command line utilities and personas extend and modify the default settings provided by the solution: Command Line Utilities The Alert Recipient Tool Use the Alert Recipient Tool to change or list the alert recipients. Global Settings Tool Use the global setting tool to change the overall settings for receiving alerts and notifications. The command line tools are available for both Microsoft Windows and UNIX platforms. Pre-defined Personas Alert recipients are logically grouped by function into different personas, such as administrators, developers, and architects. You can configure multiple notification destinations, such as Real-Time Alert Manager IDs and addresses for each persona based on the needs of your organization. The rules sheet specifies the persona that is configured for each rule. In the case of template based rules, these personas are inherited from the templates. You can specify the default list of alert recipients for each PowerCenter folder and workflow. The following personas are configured by default with the proactive monitoring solution: pcadmin PowerCenter administrators. The pcadmin admin persona is responsible for maintaining PowerCenter workflows, sessions, domains, integration services, and repository services. apparchitect PowerCenter developers or subject matter experts. The apparchitect persona is responsible for the logic of PowerCenter mappings, mapplets, transforms, sources, and targets. dataarchitect itsecurity pcuser pcmonitor Any user who maintains the data that is integrated with PowerCenter. Any user responsible for dealing with IT security issues, such as sensitive data and malware. Any PowerCenter user who sets up workflows, mapping, and transformations. Anyone who tracks PowerCenter performance. By default, all alerts are sent to the pcmonitor persona. 6 Chapter 2: Solution Technical Overview

15 C H A P T E R 3 Introduction to Installation and Configuration This chapter includes the following topics: Installation and Configuration Overview, 7 Installation Options, 7 Installation and Configuration Overview You can install Proactive Monitoring for PowerCenter Governance 2.0 on a Windows, Linux, or AIX machine. To install Proactive Monitoring for PowerCenter Governance, you can run the installer in graphical or console mode. Complete the pre-installation tasks to prepare for the installation. You can install Proactive Monitoring for PowerCenter Governance from a DVD or from the root of the directory where you download the installation files. When you run the installer, you provide a path to a staging directory. The installer creates the directory and extracts the Proactive Monitoring for PowerCenter Governance package to the folder before deploying it to the target directory of the application server. Proactive Monitoring for PowerCenter Governance supports homogenous database environments for an instance of RulePoint, Real-Time Alert Manager, and PowerCenter. Therefore, use the same database type for both PowerCenter and RulePoint for an instance. For example, if you install PowerCenter on Oracle, you must install RulePoint on Oracle. On the other hand, difference in the operating system does not affect the functioning of Proactive Monitoring for PowerCenter Governance. Installation Options When you run the Proactive Monitoring for PowerCenter Governance installer, you can choose from the following installation options: First time install. Install and configure all components of Proactive Monitoring for PowerCenter Governance. Custom install. Install a specific component of Proactive Monitoring for PowerCenter Governance. You see the custom installation option when you install Proactive Monitoring for PowerCenter Governance 2.0 on an instance of Proactive Monitoring for PowerCenter Governance

16 Choose the custom install option to correct the errors of the previous instance of proactive monitoring install. For example, if you created an incorrect pcrs_readonly user, you must correct the user name and password, and regenerate the solution XML files. Overlay install. Install Proactive Monitoring for PowerCenter Governance 2.0 on Proactive Monitoring for PowerCenter Operations 2.0, 2.0 HotFix 1, or 2.1. You cannot install Proactive Monitoring for PowerCenter Governance 2.0 on any other versions of Proactive Monitoring for PowerCenter Operations earlier than 2.0. When you run the installer for overlay install, provide the correct location for $RP_HOME. 8 Chapter 3: Introduction to Installation and Configuration

17 C H A P T E R 4 First Time Installation This chapter includes the following topics: First Time Installation Overview, 9 Before You Install, 9 Installing in Graphical Mode, 13 Installing in Console Mode, 15 After You Install, 17 Configuring RulePoint Components, 20 Configuring Default Notification, 21 Troubleshooting RulePoint Service Errors, 22 Troubleshooting Real-Time Alert Manager to Receive Alerts, 22 First Time Installation Overview You can install Proactive Monitoring for PowerCenter Governance in graphical or console mode on Windows, Linux, or AIX. Complete the pre-installation tasks to prepare for the first time installation. You can install Proactive Monitoring for PowerCenter Governance from a DVD or from the root of the directory where you download the installation files. Before You Install Before you install Proactive Monitoring for PowerCenter Governance, complete the following tasks for each repository to monitor: Verify the system requirements. Install RulePoint. Install Real-Time Alert Manager. Install PowerCenter. Create RulePoint and PowerCenter Users. Set up the X Window server. Shut down the instance of Apache Tomcat application server where RulePoint is deployed. 9

18 Overview of Pre-Installation Tasks Before you install Proactive Monitoring for PowerCenter Governance, set up the machine to meet the requirements to install and run Proactive Monitoring for PowerCenter Operations. The installer requires information about the database, the application server, and the authentication mechanism. On Linux or AIX, the user who runs the installer must have read, write, and execute permissions on the installer and its files directory, and write access to the /tmp directory. The /tmp directory must have sufficient space for the installer to perform the upgrade. Verify System Requirements Before you install Proactive Monitoring for PowerCenter Governance, ensure to meet the minimum system requirements to install and run the Proactive Monitoring for PowerCenter Governance installer. The following table lists the platforms supported by Proactive Monitoring for PowerCenter Governance: Domain Supported Platforms Operating Systems - Windows - Linux - AIX Application Servers Apache Tomcat Database Servers - Oracle - IBM DB2 - Microsoft SQL Server Recommended Hardware Requirements - 64-bit Intel or AMD-compatible, Xeon equivalent or better, 1.7 Ghz minimum CPU GB RAM GB application disk space - 1 GB Ethernet network connection Informatica RulePoint RulePoint 5.2 HotFix 3 Informatica Real-Time Alert Manager Real-Time Alert Manager 3.1 HotFix 1 Informatica PowerCenter - Informatica PowerCenter Informatica PowerCenter Informatica PowerCenter For more information about Proactive Monitoring for PowerCenter Operations support, see the Product Availability Matrix at Install RulePoint Install RulePoint 5.2 HotFix 3 in $RP_HOME. $RP_HOME is the path of RulePoint deployment directory in the webapps directory of Apache Tomcat application server. For example, $CATALINA_HOME\webapps\rulepoint. Install Real-Time Alert Manager Install Real-Time Alert Manager 3.1 HotFix 1 in $RTAM_HOME. 10 Chapter 4: First Time Installation

19 $RTAM_HOME is the path of Real-Time Alert Manager deployment directory in the webapps directory of Apache Tomcat application server. For example, $CATALINA_HOME\webapps\rtam Install PowerCenter Install and configure PowerCenter Repository Service. The PowerCenter repository service must run on Windows, Linux, or AIX. Create RulePoint and PowerCenter Users Before you install Proactive Monitoring for PowerCenter Governance, create the database users for RulePoint and PowerCenter repository. Complete the following prerequisites before you install Proactive Monitoring for PowerCenter Governance: 1. Create a database user, pc_rp, to host alerts in the RulePoint database. Log in to the RulePoint database, create the user, and grant privileges using the correct file based on the database type. The Proactive Monitoring for PowerCenter Governance installer contains a resources directory that has the text files with the database scripts and instructions to create the RulePoint database user. You can find the database scripts in the following path of the installer: Oracle...\resources\dbscripts\rulepoint\oracle\create_rp_user.txt Run the SQL commands in the create_rp_user.txt file to create the RulePoint database user. Microsoft SQL Server...\resources\dbscripts\rulepoint\sqlserver\create_rp_user.txt Follow the steps in the create_rp_user.txt file to set up the Microsoft SQL server and create the RulePoint database user. IBM DB2...\resources\dbscripts\rulepoint\db2\create_rp_user.txt Follow the steps in the create_pc_user.txt file to set up the IBM DB2 server and create the RulePoint database user. 2. Create a database user, pcrs_readonly, with read-only permissions to access PowerCenter repository. The Proactive Monitoring for PowerCenter Governance installer contains a resources directory that has the text files with the database scripts and instructions to create the PowerCenter read-only user with required privileges for the databases. You can find the database scripts in the following path of the installer: Oracle...\resources\dbscripts\powercenter\oracle\create_pc_user.txt Log in as sys. Run the SQL commands in the create_pc_user.txt file to create the PowerCenter repository read-only user. Microsoft SQL Server...\resources\dbscripts\powercenter\sqlserver\create_pc_user.txt Follow the steps in the create_pc_user.txt file to set up the Microsoft SQL Server and create the PowerCenter repository read-only user. Grant SELECT permission on table, sys.database_files to pcrs_readonly for monitoring all the required databases. IBM DB2...\resources\dbscripts\powercenter\db2\create_pc_user.txt Before You Install 11

20 Follow the steps in the create_pc_user.txt file to set up the IBM DB2 server and create the PowerCenter repository read-only user. Refer the following steps to grant permissions: Create a group called DB2SYSMON, and add pcrs_readonly to the group. Grant SELECT permission on SYSIBMADM.TBSP_UTILIZATION to pcrs_readonly. Run the following commands: db2set DB2_GRP_LOOKUP=LOCAL,TOKENLOCAL db2stop db2start 3. If the users created for Microsoft SQL Server use Windows authentication, then the connection URL must have the usentlmv2 and domain properties set. If the usentlmv2 and domain properties are not set, you cannot install Proactive Monitoring for PowerCenter Governance as the Test Connection fails. Change the db.url_base value in jdbc.properties file of RulePoint and in the PowerCenter Database Configuration window of the installer. For example, db.url_base=jdbc:jtds:sqlserver:// invr28cep1:1433;databasename=rulepoint_cep44;usentlmv2=true;domain=invr28cep1. Note: The Alert Recipient Tool and the Global Setting Tool does not work with Microsoft SQL Server when you configure the user using Windows authentication. The Alert Recipient Tool and the Global Setting Tool parses only the db.url_base property in the jdbc.properties file. Hence the db.url_base must contain the correct value as db.url={db.url_base}.{databasename}. Set Up the X Window Server When you run the installer in graphical mode on UNIX or Linux, 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 with 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. 12 Chapter 4: First Time Installation

21 Installing in Graphical Mode You can install Proactive Monitoring for PowerCenter Governance in graphical mode on Windows, Linux, or AIX. 1. Run the Proactive Monitoring for PowerCenter Governance installer based on the operating system. To install on Windows, run Informatica_PMPC_Governance_2.0.exe from the root directory. To install on Linux or AIX, use a shell command line to run Informatica_PMPC_Governance_2.0.bin from the root directory with -i gui option for graphical mode installation. For example, enter Informatica_PMPC_Governance_2.0.bin -i gui 2. In the Introduction window, click Next. The Choose Staging Folder window appears. 3. Specify the staging directory in which to configure the Proactive Monitoring for PowerCenter Governance solution. The following table shows the default location of the staging folder: Operating System File Path Windows C:\PMPC_Governance_2.0 Linux and AIX /home/pmpc_governance_ Click Next. The RulePoint Deployment Directory window appears. 5. Enter the path to $RP_HOME. For example, enter the following path of the RulePoint deployment directory in webapps directory of Apache Tomcat 6 application server: $CATALINA_HOME\webapps\rulepoint 6. Click Next. The Installation Type window appears. 7. Verify the installation type. 8. Click Next. The Prerequisites window appears. 9. Verify the installation requirements, and click Next. The RulePoint Database Configuration for Proactive Monitoring window appears. 10. Enter the RulePoint database user name and database password, and click Test Connection. To proceed to the next step, you must verify the connection details. Inputs for the fields Driver Class and Connection URL are taken from $RP_HOME. Note: If you continue the installation after the connection fails, the installer does not create objects that are required for monitoring. 11. Click Next. The PowerCenter Database Configuration window appears. 12. Enter the PowerCenter database details. Installing in Graphical Mode 13

22 The following table lists the properties that you specify for the PowerCenter database: Property Database Type PowerCenter read-only User PowerCenter read-only User Password PowerCenter Repository User Driver Class Connection URL Description Type of PowerCenter repository database. Note: You cannot choose the database type. The default database is the RulePoint database type. The database types for the RulePoint repository and the PowerCenter repository must be same. PowerCenter repository read-only user name. Password for the PowerCenter read-only repository user. Account for the PowerCenter repository database. You can get the information in the PowerCenter Repository Service properties of Informatica Administrator. JDBC driver class to establish connection to the PowerCenter repository database. Information in this field is populated based on the database type. The information for this field is retrieved from the JDBC properties file in $RP_HOME. JDBC connection string to connect to the PowerCenter repository database. The format for this field gets populated based on the database type. You must correct the string for the correct host name, port number, and the database name. 13. Click Next. The PowerCenter Services Configuration window appears. 14. Enter the required credentials. The following table lists the properties that you specify for the PowerCenter user parameters: Property PowerCenter Domain Name PowerCenter Repository Service Name Description Domain name of the PowerCenter repository. You can get the information in the Domain Navigator panel of Informatica Administrator. Service name of PowerCenter repository. You can get the information in the PowerCenter Repository Service properties of Informatica Administrator. 15. Click Next. 16. Review the pre-installation summary, and click Install. After the installation is complete, the Install Complete window appears. 17. Click Done to complete the installation procedure and then exit the installer. 14 Chapter 4: First Time Installation

23 Installing in Console Mode You can install Proactive Monitoring for PowerCenter Governance in console mode on Windows, Linux, or AIX. Note: When you run the installer in console mode, the words Quit and Back are reserved words. You cannot use the reserved words as input text during installation. 1. At the command prompt for Windows or on a shell command line for Linux and AIX, run the Proactive Monitoring for PowerCenter Governance installer located in the root directory. 2. Enter the Proactive Monitoring for PowerCenter Governance executable name with the option -i console. For Windows, enter Informatica_PMPC_Governance_2.0.exe -i console. For Linux or AIX, enter Informatica_PMPC_Governance_2.0.bin -i console. 3. In the Introduction window, press Enter. The Choose Staging Folder window appears. 4. Specify the staging directory in which to configure the Proactive Monitoring for PowerCenter Governance solution. The following table shows the default location of the staging folder: Operating System Windows File Path C:\PMPC_Governance_2.0 Linux and AIX /home/pmpc_governance_ Enter Y to confirm the staging directory path. The RulePoint Deployment Directory window appears. 6. Enter the path to $RP_HOME. For example, enter the following path of the RulePoint deployment directory in webapps directory of Apache Tomcat 6 application server: $CATALINA_HOME\webapps\rulepoint The Installation Type window appears. 7. Verify the installation type. 8. Press Enter. The Prerequisites window appears. 9. Verify the installation requirements, and press Enter. The RulePoint Database Configuration for Proactive Monitoring window appears. 10. Enter the RulePoint database user name and database password. Inputs for the fields Driver Class and Connection URL are taken from $RP_HOME. Wait till the installer verifies the input details. Note: If you continue the installation after the connection fails, the installer does not create objects that are required for monitoring. 11. Press Enter. The PowerCenter Database Configuration window appears. 12. Enter the PowerCenter database details. Installing in Console Mode 15

24 The following table lists the properties that you specify for the PowerCenter database: Property Database Type PowerCenter read-only User PowerCenter read-only User Password PowerCenter Repository User Driver Class Connection URL Description Type of PowerCenter repository database. Note: You cannot choose the database type. The default database is the RulePoint database type. The database types for the RulePoint repository and the PowerCenter repository must be same. PowerCenter repository read-only user name. Password for the PowerCenter read-only repository user. Account for the PowerCenter repository database. You can get the information in the PowerCenter Repository Service properties of Informatica Administrator. JDBC driver class to establish connection to the PowerCenter repository database. Information in this field is populated based on the database type. The information for this field is retrieved from the JDBC properties file in $RP_HOME. JDBC connection string to connect to the PowerCenter repository database. The format for this field gets populated based on the database type. You must correct the string for the correct host name, port number, and the database name. 13. Press Enter. The PowerCenter Services Configuration window appears. 14. Enter the required credentials. The following table lists the properties that you specify for the PowerCenter user parameters: Property PowerCenter Domain Name PowerCenter Repository Service Name Description Domain name of the PowerCenter repository. You can get the information in the Domain Navigator panel of Informatica Administrator. Service name of PowerCenter repository. You can get the information in the PowerCenter Repository Service properties of Informatica Administrator. 15. Press Enter. 16. Review the installation summary, and then press Enter. After the installation is complete, the Install Complete window appears. 17. Press Enter to complete the installation and exit the installer. 16 Chapter 4: First Time Installation

25 After You Install After installation, configure the environment for the new installation. Perform the post-installation tasks to ensure that the services for Proactive Monitoring for PowerCenter Governance run properly. Complete the following tasks: Restart RulePoint. Create users and groups in RulePoint. Configure alerts. Start services and enable schedules. Validate the installation. Restart RulePoint Restart Apache Tomcat application server instance where RulePoint and Real-Time Alert Manager are deployed. Restarting the Tomcat application server instance restarts RulePoint and Real-Time Alert Manager. 1. After you restart the Tomcat application server, log in to RulePoint to ensure that the solution is correctly installed. Launch a web browser and enter the following URL: HostName is the host name or IP address of the server where RulePoint is installed. The port_number is the HTTP port number of the Tomcat server. The default port number is The default user name and password is admin/admin. 2. Log in to Real-Time Alert Manager to ensure that the solution is correctly installed. Launch a web browser and enter the following URL: HostName is the host name or IP address of the server where Real-Time Alert Manager is installed. The port_number is the HTTP port number of the Tomcat server. The default port number is The default user name and password is admin/admin. Create Users and Groups in RulePoint Create users and groups in RulePoint based on the authentication mechanism. You can create either LDAP or database users using the scripts provided in the release package. Run the scripts to create the users, pcuser, pcmonitor, pcadmin, apparchitect, dataarchitect, and itsecurity. 1. Create the users and add them to the LDAP groups, rulepoint_users and rulepoint_admins. a. Create the LDAP users. The installation package contains the sample ldif scripts. Refer to the sample scripts to create the LDAP user authentication for proactive monitoring based on the organizational structure. An ldif file contains all the attributes for an user. Run the ldif file from the LDAP server machine. Refer the following ldif scripts when you create the users or personas: pcuser. exports\ldap\pcuser.ldif After You Install 17

26 pcmonitor. exports\ldap\pcmonitor.ldif pcadmin. exports\ldap\pcadmin.ldif apparchitect. exports\ldap\apparchitect.ldif dataarchitect. exports\ldap\dataarchitect.ldif itsecurity. exports\ldap\itsecurity.ldif b. Add the users to the following LDAP groups: rulepoint_users. pcuser, pcmonitor, pcadmin, apparchitect, dataarchitect, and itsecurity rulepoint_admins. pcuser 2. Create database users. a. To create database users, add users from the RulePoint administration menu. b. Login to RulePoint as admin. c. Add users pcuser, pcmonitor, pcadmin, apparchitect, dataarchitect, and itsecurity. Role is ROLE_USER for each database user. d. Make pcuser an administrator. The administrator owns all imported objects in RulePoint. 3. For Microsoft SQL Server, grant execute permission to the RulePoint user. Grant execute permission to the RulePoint user, pc_rp, for the following functions and procedure: pc_get_ pc_get_rtam pc_alert_recorder Detailed instructions on how to grant permissions to pc_rp are available in the create_rp_user.txt file in the following directory of the installer:..\resources\dbscripts\rulepoint\sqlserver Configure Alerts Configure the users or personas to receive alerts through , Real-Time Alert Manager, or both. 1. Configure Real-Time Alert Manager to receive alerts for the users. After creating the users, either LDAP or database option, log in to Real-Time Alert Manager with each of the six user IDs. You log in with the IDs to configure Real-Time Alert Manager to receive alerts for each of the users. By default, the Real-Time Alert Manager IDs receives the alerts. 2. Configure the alert recipients for personas. a. Use the alert recipient tool, art.bat in Windows or art.sh in Linux or AIX to configure delivery of alerts to personas. You can configure to deliver the alerts through or RTAM IDs. b. Use the following command to add or change the alert recipients: art.bat -u <db_username> -p <db_password> -a -d "Domain_name" -r "Repository_Service" -pe "persona" -m "rtam_list" -e " _list" Here, db_username and db_password refers to the RulePoint database user and database password. 18 Chapter 4: First Time Installation