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Guide
Informatica PowerCenter®
(Version 8.1.1)
Informatica PowerCenter Installation and Configuration Guide
Version 8.1.1
April 2007
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Table of Contents
List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
Other Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Visiting Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Visiting the Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Visiting the Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . xxv
Obtaining Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
Part I: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
iii
Single or Multiple Machine Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Single Machine Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Multiple Machine Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installing PowerCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
PowerCenter Complete Installation Steps . . . . . . . . . . . . . . . . . . . . . . . 19
PowerCenter Services Custom Installation Steps . . . . . . . . . . . . . . . . . . 20
Data Analyzer Custom Installation Steps . . . . . . . . . . . . . . . . . . . . . . . . 21
Metadata Manager Custom Installation Steps . . . . . . . . . . . . . . . . . . . . 22
Upgrading PowerCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Compatible PowerCenter Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Memory and CPU Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
PowerCenter Version 6.x / 7.x Upgrade Steps . . . . . . . . . . . . . . . . . . . . 24
PowerCenter Version 8.0 Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . 25
PowerCenter Version 8.1 Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . 27
Upgrading Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Upgrading Metadata Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Metadata Manager Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
iv Table of Contents
Repository on Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
PowerCenter Repository on IBM DB2 . . . . . . . . . . . . . . . . . . . . . . . . . 53
PowerCenter Repository on Sybase ASE . . . . . . . . . . . . . . . . . . . . . . . . 53
Data Profiling Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Data Analyzer Repository on Sybase ASE . . . . . . . . . . . . . . . . . . . . . . . 54
Data Analyzer Repository on Microsoft SQL Server . . . . . . . . . . . . . . . 54
Data Analyzer and Metadata Manager Repository on Sybase ASE . . . . . . 54
Metadata Manager Repository and Source Repository on IBM DB2 . . . . 55
Step 2. Create Database User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Rules and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Step 3. Install Database Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Step 4. Create a System User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Windows User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
UNIX User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Step 5. Configure Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Configuring Environment Variables on UNIX . . . . . . . . . . . . . . . . . . . 59
Database Client Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . 60
Library Path Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Locale Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Java Component Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
libstdc++.so.5 Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
X Window Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
PowerCenter Services Environment Variables . . . . . . . . . . . . . . . . . . . . 63
Testing the Database Connection on UNIX . . . . . . . . . . . . . . . . . . . . . 65
Step 6. Establish Port Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Step 7. Verify License Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Step 8. Configure Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Step 9. Install Languages (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Step 10. Install the Application Server (Optional) . . . . . . . . . . . . . . . . . . . . 70
JBoss Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
BEA WebLogic Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
IBM WebSphere Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Step 11. Install X Virtual Frame Buffer (Optional) . . . . . . . . . . . . . . . . . . . 73
HP-UX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
AIX and Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Solaris . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Step 12. Prepare for Installation from a Hard Disk (Optional) . . . . . . . . . . . 74
Table of Contents v
Chapter 5: Before You Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
PowerCenter Version 6.x/7.x Pre-Upgrade Steps . . . . . . . . . . . . . . . . . . . . . 79
Step 1. Establish the PowerCenter Installation Environment . . . . . . . . . 79
Step 2. Configure Database Connectivity . . . . . . . . . . . . . . . . . . . . . . . 79
Step 3. Prepare the Repository for Upgrade . . . . . . . . . . . . . . . . . . . . . . 80
Step 4. Prepare the Informix and Teradata Data Profiling Warehouse . . . 80
Step 5. Back Up and Copy PowerCenter Configuration Files . . . . . . . . . 80
Step 6. Back Up and Uninstall Web Services Provider . . . . . . . . . . . . . . 80
PowerCenter Version 8.0 Pre-Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . 82
Step 1. Prepare the Repository for Upgrade . . . . . . . . . . . . . . . . . . . . . . 82
Step 2. Note Domain Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Step 3. Stop Informatica Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Step 4. Unset Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Step 5. Back Up Metadata Configuration Files . . . . . . . . . . . . . . . . . . . 83
PowerCenter 8.1 Pre-Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Step 1. Back Up Domain Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Step 2. Back Up Configuration Metadata . . . . . . . . . . . . . . . . . . . . . . . 85
Step 3. Stop Informatica Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Preparing the Repository for Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Step 1. Set Up the PowerCenter Repository Database . . . . . . . . . . . . . . . 86
Step 2. Optimize Upgrade Performance . . . . . . . . . . . . . . . . . . . . . . . . . 86
Step 3. Prepare Informix, Teradata, or Oracle 8 Repositories . . . . . . . . . 87
Step 4. Create a Copy of a Repository . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Backing Up and Copying Configuration Files . . . . . . . . . . . . . . . . . . . . . . . 89
Step 1. Create a PowerCenter Server Configuration File . . . . . . . . . . . . . 89
Step 2. Back Up the Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . 91
Step 3. Verify the Character Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Step 4. Copy the Configuration Files to the Domain . . . . . . . . . . . . . . . 92
Data Analyzer Pre-Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Step 1. Set Up the Data Analyzer Repository Database . . . . . . . . . . . . . . 93
Step 2. Back Up the Data Analyzer Repository . . . . . . . . . . . . . . . . . . . 93
Step 3. Restore the Data Analyzer Repository . . . . . . . . . . . . . . . . . . . . 93
Step 4. Copy Customized Files and Shared Documents . . . . . . . . . . . . . 94
Metadata Manager Pre-Upgrade Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Step 1. Set Up the Repository Databases . . . . . . . . . . . . . . . . . . . . . . . . 96
Step 2. Copy the Metadata Manager Repository . . . . . . . . . . . . . . . . . . 96
vi Table of Contents
Step 3. Back Up Existing Parameter Files . . . . . . . . . . . . . . . . . . . . . . . 96
Step 4. Note Information for the Business Objects XConnect . . . . . . . . 97
Table of Contents ix
Configuring INFA_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
x Table of Contents
Running the Uninstaller on Windows . . . . . . . . . . . . . . . . . . . . . . . . . 389
Complete Uninstallation in Graphical Mode . . . . . . . . . . . . . . . . . . . . . . . 390
Partial Uninstallation in Graphical Mode . . . . . . . . . . . . . . . . . . . . . . . . . 392
Uninstallation in Console Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Table of Contents xi
Chapter 19: Upgrading Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . 431
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432
Run the Repository Upgrade Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Update Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Complete the Repository Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Increasing Transaction Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
Table of Contents xv
xvi Table of Contents
List of Figures
Figure 18-1. Upgrade Wizard - Upgrade Global Repository Page . . . . . . . . . . . . . . . . . . . . . 409
Figure 18-2. Upgrade Wizard - Upgrade Local Repository Page . . . . . . . . . . . . . . . . . . . . . . 413
Figure 18-3. Upgrade Wizard - Upgrade PowerCenter Server Page . . . . . . . . . . . . . . . . . . . . 416
Figure 18-4. Upgrade Wizard - Upgrade Summary Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Figure 22-1. PowerCenter Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Figure 22-2. PowerCenter Repository Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Figure 23-1. ODBC Microsoft SQL Server Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
xx List of Tables
Table 18-9. upgradeWorkerNode Option and Argument . . . . . . . . . . . . . . . . . . . . . . . . .. . 423
Table 18-10. Procedure for Upgrading a Data Profiling Warehouse to PowerCenter 8.1.1 .. . 427
Table 18-11. Scripts for Upgrading the Data Profiling Warehouse to PowerCenter 8.1.1 . .. . 428
Table 18-12. Scripts for Upgrading the Data Profiling Warehouse Schema and Views . . . .. . 429
Table 22-1. Drivers Used by PowerCenter Components . . . . . . . . . . . . . . . . . . . . . . . . . .. . 475
Table 22-2. Native Connect String Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 478
Table 22-3. Recommended Database ODBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 480
Table 22-4. PowerCenter Client Connectivity Requirements . . . . . . . . . . . . . . . . . . . . . .. . 481
Table 22-5. Repository Service Connectivity Requirements . . . . . . . . . . . . . . . . . . . . . . . .. . 483
Table 22-6. Integration Service Connectivity Requirements . . . . . . . . . . . . . . . . . . . . . . .. . 484
Table D-1. PowerCenter Client ODBC Function Calls . . . . . . . . . . . . . . . . . . . . . . . . . .. . 550
Table D-2. Integration Service ODBC Function Calls . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 552
Table E-1. JDBC Drivers Installed for Supported Databases . . . . . . . . . . . . . . . . . . . . . . .. . 554
Table E-2. JDBC Connection String Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 555
Table F-1. Valid Values for the LANG Environment Variable for Linux Machines . . . . . . .. . 558
Welcome to PowerCenter Standard and Advanced Edition. With these PowerCenter editions,
Informatica extends the definition of the base enterprise data integration platform to include
additional, key capabilities such as metadata analysis (Metadata Manager), data-ready
reporting (Data Analyzer), server grid, and team-based development to enable comprehensive
end to end data integration solutions.
The PowerCenter repository coordinates and drives a variety of core functions, including
extracting, transforming, loading, and managing data. The Integration Service can extract
large volumes of data from multiple platforms, handle complex transformations on the data,
and support high-speed loads. PowerCenter can simplify and accelerate the process of
building a comprehensive data warehouse from disparate data sources.
Data Analyzer makes accessing, analyzing, and sharing enterprise data simple and easily
available to decision makers. Data Analyzer enables you to gain insight into your business
processes and develop business intelligence.
Metadata Manager is an enterprise information asset management and analysis solution. It
enables you to analyze and manage metadata from any system. It also enables you to gain
insight into your metadata for impact and content analysis and allows you to view data and
information flow across systems.
xxiii
About This Book
The Installation and Configuration Guide is written for the system administrators who are
responsible for installing and configuring the PowerCenter product. This guide assumes you
have knowledge of your operating systems, relational database concepts, and the database
engines, flat files, or mainframe systems in your environment. This guide also assumes you are
familiar with the interface requirements for your supporting applications and that you are
familiar with the application server that you plan to use with Data Analyzer or Metadata
Manager.
The material in this book is also available online.
Document Conventions
This guide uses the following formatting conventions:
italicized monospaced text This is the variable name for a value you enter as part of an
operating system command. This is generic text that should be
replaced with user-supplied values.
Warning: The following paragraph notes situations where you can overwrite
or corrupt data, unless you follow the specified procedure.
bold monospaced text This is an operating system command you enter from a prompt to
run a task.
xxiv Preface
Other Informatica Resources
In addition to the product manuals, Informatica provides these other resources:
♦ Informatica Customer Portal
♦ Informatica web site
♦ Informatica Knowledge Base
♦ Informatica Global Customer Support
Preface xxv
WebSupport requires a user name and password. You can request a user name and password at
http://my.informatica.com.
North America / South America Europe / Middle East / Africa Asia / Australia
xxvi Preface
Part I: Introduction
1
2
Chapter 1
PowerCenter Installation
Components
This chapter includes the following topics:
♦ Overview, 4
♦ Installation Package, 5
♦ PowerCenter Services, 7
♦ Data Analyzer, 9
♦ Metadata Manager, 10
♦ PowerCenter Client, 12
♦ PowerCenter Reports, 13
3
Overview
PowerCenter Standard Edition includes PowerCenter and Data Analyzer for PowerCenter
Repository Reports. PowerCenter Advanced Edition includes Standard Edition plus Metadata
Manager. The installation process configures the products and establishes connections
between services, servers, clients, and repositories.
You can install the complete set of PowerCenter components or select a custom installation to
install each component separately. The PowerCenter components you can install depend on
your license. You can install PowerCenter in graphical mode or console mode.
If you perform a complete installation, you install all components on one machine. If you
perform a custom installation, you select the component you want to install. You install each
component on the same machine or on different machines.
Depending on your license, you can install the following components:
♦ PowerCenter Services. Includes the Service Manager and application services that run in a
domain. The PowerCenter installer installs and configures PowerCenter Services. You can
create a new domain or join an existing domain. The installer can create the PowerCenter
repository or connect to an existing PowerCenter repository. For more information, see
“PowerCenter Services” on page 7.
♦ Data Analyzer. Includes Data Analyzer and JBoss Application Server. The installer installs
Data Analyzer on JBoss Application Server, BEA WebLogic Server, or IBM WebSphere
Application Server. The installer can create the Data Analyzer repository or connect to an
existing repository. For more information, see “Data Analyzer” on page 9.
♦ Metadata Manager. Includes Metadata Manager and JBoss Application Server. The
installer installs Metadata Manager on JBoss Application Server, BEA WebLogic Server, or
IBM WebSphere Application Server. The installer can create the Metadata Manager
repository or connect to an existing repository. The installer creates the PowerCenter
repository for Metadata Manager. For more information, see “Metadata Manager” on
page 10.
♦ PowerCenter Client. Includes client tools for PowerCenter and Metadata Manager. For
more information, see “PowerCenter Client” on page 12.
♦ PowerCenter Reports. Includes administrative and metadata reports. For more
information, see “PowerCenter Reports” on page 13.
You install the PowerCenter components from the PowerCenter installation DVD. The
installation package also includes the PowerCenter Documentation DVD, the PowerCenter
Utilities DVD, and the PowerCenter License Key CD. For more information about the
installation package, see “Installation Package” on page 5.
Depending on the version of PowerCenter, you may also apply a service pack to a
PowerCenter installation. For more information about PowerCenter service packs, see
“PowerCenter Service Pack” on page 6.
Installation Package 5
line programs and utilities on a machine without installing PowerCenter. The DVD contains
all the files required by the programs and utilities. You do not need a license key to install or
run the programs and utilities.
Informatica Services Starts the Service Manager on a node. - Installed in /server/bin directory under the
Installs as a service on Windows and PowerCenter installation directory.
as a daemon on UNIX. - Service or daemon started during installation.
Service Manager Manages domain operations on a - Installed in /server/tomcat directory under the
node. Includes authentication, PowerCenter installation directory.
authorization, configuration, domain, - Started during installation.
licensing, and log functions.
Repository Service Manages connections to the - Installed in /server/bin directory under the
PowerCenter repository. PowerCenter installation directory.
- Service started during installation.
- Connection established to the PowerCenter
repository.
Integration Service Extracts, transforms, and loads data to - Installed in /server/bin directory under the
PowerCenter targets. If Metadata PowerCenter installation directory.
Manager is installed, extracts and - Service started during installation.
loads metadata based on XConnect - Connection established to the Repository
workflows. Service.
PowerCenter Services 7
Table 1-1. Installed PowerCenter Components
Java Runtime Required by the Service Manager and - Installed in the java directory under the
Environment Java-based PowerCenter components. PowerCenter Services installation directory.
DataDirect 5.1 ODBC ODBC drivers used by the Integration - Installed in the ODBC5.1 directory under the
Drivers Service and PowerCenter Client. PowerCenter installation directory.
Directory Structure
PowerCenter Services are installed in the server directory under the PowerCenter installation
directory. The server directory contains PowerCenter applications, configuration files, and
storage directories for PowerCenter Services.
Table 1-2 describes the directories created under the server directory during a PowerCenter
Services installation:
bin Contains PowerCenter application service executables and command line programs.
infa_shared Default storage location for run-time files used by Integration Service processes and
domain log events files generated by the Log Manager.
You can configure the shared directory location for the Integration Service processes and
the Log Manager in the Administration Console after installation.
tomcat Contains the Service Manager application files and the Service Manager log files.
Data Analyzer Web application to analyze data from data - Installed on selected application server.
sources and create reports. - Data Analyzer utilities installed in the
Data Analyzer directory under the
PowerCenter installation directory.
- Connection established to Data Analyzer
repository.
Data Analyzer Stores metadata for Data Analyzer schemas, - Repository tables created.
Repository reports, and dashboards.
JBoss Application Server Java application server that manages - Installed in the JBoss403 directory under
processes for Data Analyzer. the PowerCenter installation directory.
- Application server started.
DataDirect JDBC Drivers JDBC drivers for use with Data Analyzer. - Connection established between Data
Analyzer and the Data Analyzer
repository.
Data Analyzer 9
Metadata Manager
Metadata Manager uses an application server to manage processes. You can run Metadata
Manager on one of the following application servers:
♦ JBoss Application Server
♦ BEA WebLogic Server
♦ IBM WebSphere Application Server
If you run Metadata Manager on JBoss Application Server, you can install JBoss Application
Server with Metadata Manager or use an existing instance of JBoss Application Server.
Informatica includes JBoss Application Server version 4.0.3 in the PowerCenter installer.
If you run Metadata Manager on BEA WebLogic Server or IBM WebSphere Application
Server, you must obtain and install the application server before you install PowerCenter
Standard Edition. The installer does not install BEA WebLogic Server or IBM WebSphere
Application Server.
For more information about application server prerequisites for Metadata Manager, see
“Application Servers” on page 40.
Metadata Manager XConnects are a set of PowerCenter workflows that Metadata Manager
uses to extract metadata from sources and load into the Metadata Manager repository. The
workflows are stored in the PowerCenter repository. You use the Metadata Manager
Configuration Console to run the XConnects to load metadata to the Metadata Manager
repository. Metadata Manager XConnects are installed when you install Metadata Manager.
When you install Metadata Manager, the PowerCenter installer can create a PowerCenter
repository or connect to an existing PowerCenter repository to store the XConnect workflows.
It creates a Metadata Manager folder in the PowerCenter repository to store the XConnect
workflows that you run from the Metadata Manager Configuration Console.
If you perform a complete installation of PowerCenter Advanced Edition, the installer uses
the PowerCenter repository as the PowerCenter repository for Metadata Manager. You must
create a separate database and user account for another PowerCenter repository and create a
Repository Service when you configure the application services.
Note: The PowerCenter repository that stores the Metadata Manager XConnects is called the
Integration repository in the Metadata Manager documentation.
Metadata Manager Web application for analyzing and reporting - Installed on top of selected application
Server on metadata from PowerCenter and other server.
applications. - Installed in the Metadata Manager
directory under the PowerCenter
installation directory.
- Connections established to the Metadata
Manager repository.
- Connections established to the
PowerCenter repository.
Metadata Manager Stores the Metadata Manager schema, - Repository tables created.
Repository reports, dashboards, source metadata to - Metadata Manager warehouse tables
analyze and report on, and the packaged created.
metamodels that classify source metadata. - Metamodels installed.
PowerCenter Repository Stores Metadata Manager XConnect - Metadata Manager XConnect metadata
for Metadata Manager metadata. Also known as the Integration created in the Metadata Manager folder.
repository.
JBoss Application Server Java application server that manages - Installed in the JBoss403 directory under
processes for Metadata Manager. the PowerCenter installation directory if
new JBoss Application Server instance
is the selected application server.
- Application server started.
Metadata Manager PowerCenter workflows to extract and load - PowerCenter workflows created in the
XConnects metadata. Metadata Manager folder of specified
PowerCenter repository.
Data Direct JDBC Drivers JDBC drivers for use with Metadata - Establishes a connection between
Manager. Metadata Manager and the Metadata
Manager repository.
Metadata Manager 11
PowerCenter Client
With the PowerCenter Client installation, you can install the complete set of PowerCenter
client tools or select the custom installation to install the PowerCenter Client and Metadata
Manager Client separately. You can install the PowerCenter and Metadata Manager clients on
a Windows platform. You can use graphical or silent installation to install the PowerCenter
Client components.
The PowerCenter Client includes the following tools:
♦ Designer
♦ Repository Manager
♦ Workflow Manager
♦ Workflow Monitor
♦ Data Stencil
The Metadata Manager Client includes the following tools:
♦ Metadata Manager Console
♦ Custom Metadata Configurator
Table 1-5 describes the client components installed with PowerCenter:
PowerCenter Client Manage users, define sources and targets, - Installed in the client directory under the
build mappings and mapplets with the PowerCenter Client installation directory.
transformation logic, and create workflows to - No configuration performed.
run the mapping logic.
Metadata Manager Client Client application you use to create, - Installed in the Metadata Manager
configure, and run Metadata Manager directory under the PowerCenter Client
XConnects. installation directory.
- Code page and PowerCenter repository
for Metadata Manager name configured.
DataDirect 5.1 ODBC ODBC drivers for use with the PowerCenter - Installed in the ODBC5.1 directory under
Drivers Client and Metadata Manager Console. the PowerCenter Client and Metadata
Manager Client installation directory.
- No configuration performed.
Administrative Reports
Administrative reports are a set of prepackaged administrative reports that enable system
administrators to track user activities and monitor processes. The reports provide a view into
the information stored in a Data Analyzer or Metadata Manager repository. They include
details on application usage and report schedules and errors.
For a list of all reports included in the Data Analyzer administrative reports, see “Working
with the Data Analyzer Administrative Reports” in the Data Analyzer Administrator Guide.
PowerCenter Reports 13
Data Analyzer Data Profiling Reports
Use the Data Analyzer Data Profiling Dashboard to access the Data Analyzer Data Profiling
reports. Data Analyzer provides the following types of reports:
♦ Composite reports. Display the Data Analyzer Data Profiling metadata reports and
summary reports. From the composite reports, you can drill down into profile metadata
and summary reporting on specific functions.
♦ Metadata reports. Display basic metadata about a data profile and the source-level and
column-level functions in a data profile. They also provide historic statistics on previous
runs of the same data profile.
♦ Summary reports. Display data profile results for specific source-level and column-level
functions in a data profile.
15
Overview
This section outlines the steps to install a complete or custom version of PowerCenter
Standard and Advanced Edition or to upgrade a previous version of PowerCenter. You can
install PowerCenter on a single machine or multiple machines.
The installation and upgrade steps depend on whether you install PowerCenter for the first
time or upgrade a previous version:
♦ Install PowerCenter. You can install a complete or custom version of PowerCenter
Standard or Advanced Edition. For more information about installing PowerCenter, see
“Installing PowerCenter” on page 19.
♦ Upgrade PowerCenter. You can upgrade a previous version of PowerCenter. The upgrade
steps depend on the version of PowerCenter you want to upgrade. For more information,
see “Upgrading PowerCenter” on page 23.
♦ Upgrade Data Analyzer. You can upgrade a previous version of PowerAnalyzer or Data
Analyzer. For more information, see “Upgrading Data Analyzer” on page 29.
♦ Upgrade Metadata Manager. You can upgrade a previous version of SuperGlue or
Metadata Manager. For more information, see “Upgrading Metadata Manager” on
page 31.
These steps refer to additional chapters where you can obtain more information.
Note: You can install PowerCenter on the same machine as an existing version of PowerCenter
if you do not upgrade the existing version. You do not need to uninstall your current version
of PowerCenter to install PowerCenter 8.1.1. You must install PowerCenter 8.1.1 in a
different directory from the previous version. If you install on the same machine as an existing
PowerCenter 8.x installation, you must first stop Informatica Services.
Installing PowerCenter 19
4. Install the PowerCenter Client and Metadata Manager Client. Install the PowerCenter
Client on Windows. If you are installing PowerCenter Advanced Edition, you also install
the Metadata Manager Client. For more information about installing the PowerCenter
Client, see “PowerCenter Client Installation” on page 265.
5. Install PowerCenter Reports. Install PowerCenter Reports on Data Analyzer. For more
information, see “PowerCenter Reports Installation” on page 281.
6. Install PowerCenter documentation. Install PowerCenter documentation on Windows.
For more information, see “Documentation Installation” on page 291.
7. Configure PowerCenter. Includes configuring Informatica Services and application
services, configuring the PowerCenter Integration Utility, creating a Data Profiling
warehouse, and setting up PowerCenter Repository Reports. If you installed PowerCenter
Advanced Edition, you must also create the PowerCenter repository for use with the
PowerCenter Client tools. For more information, see “After You Install” on page 323.
8. Configure the PowerCenter Client machines. Configure the PowerCenter Client
machines to connect to each source and target database you need to access and create an
ODBC connection for each database you access. For more information, see “Connecting
to Databases from Windows” on page 487.
9. Set up the Metadata Manager Console. If you install PowerCenter Advanced Edition,
verify the PowerCenter repository, Integration Service, and Repository Service
connections in the Metadata Manager Console. Also, configure the PowerCenter source
directory in the Metadata Manager Console. For more information, see “Setting Up the
Metadata Manager Console” in the Metadata Manager Administrator Guide.
Installing PowerCenter 21
Metadata Manager Custom Installation Steps
When you perform a custom installation of Metadata Manager, you install Metadata Manager
only. You can install Metadata Manager using graphical or console mode on UNIX and using
graphical mode on Windows.
Complete the following tasks to install Metadata Manager:
1. Verify prerequisites. Verify prerequisites for Metadata Manager, including minimum
system requirements and supported repository databases. For more information, see
“PowerCenter Prerequisites” on page 33.
2. Complete the pre-installation tasks. Pre-installation tasks include creating database user
accounts for the Metadata Manager repository and PowerCenter repository for Metadata
Manager, configuring the web browser, and installing the application server for Metadata
Manager. For more information, see “Pre-Installation Tasks” on page 50.
3. Install Metadata Manager. Select Custom for the installation set and select the Metadata
Manager component. The installer creates the PowerCenter repository for Metadata
Manager and connects to the Metadata Manager repository.
For more information, see “PowerCenter Custom Installation in Graphical Mode” on
page 153 or “PowerCenter Custom Installation in Console Mode” on page 237.
4. Install the Metadata Manager Client. You can install the Metadata Manager Client on
Windows. For more information, see “Running the Custom Client Installation” on
page 271.
5. Install PowerCenter documentation. Install PowerCenter documentation on Windows.
For more information, see “Documentation Installation” on page 291.
6. Set up the Metadata Manager Console. Verify the PowerCenter repository for Metadata
Manager, Integration Service, and Repository Service connections in the Metadata
Manager Console. Also, specify the PowerCenter source files directory in the Metadata
Manager Console. For more information, see “Setting Up the Metadata Manager
Console” in the Metadata Manager Administrator Guide.
Upgrading PowerCenter 23
Table 2-1. PowerCenter Compatible Upgrades
Upgrading PowerCenter 25
information about the pre-upgrade steps, see “PowerCenter Version 8.0 Pre-Upgrade
Steps” on page 82.
3. Install PowerCenter Services. Install PowerCenter Services on all the nodes in the
PowerCenter 8.0 domain. You install PowerCenter Services and create a temporary
domain on the node that currently hosts the domain. If you have a domain with multiple
nodes, install PowerCenter Services and add the other nodes in the domain to the
temporary domain.
You must follow specific steps to install PowerCenter Services when you upgrade
PowerCenter 8.0. For more information, see “Installation Steps for Upgrading
PowerCenter 8.0” on page 27.
For more information about installing PowerCenter Services, see “PowerCenter Custom
Installation in Graphical Mode” on page 153 or “PowerCenter Custom Installation in
Console Mode” on page 237.
4. Upgrade PowerCenter. Use infaupgrade to upgrade the existing metadata in the
domainmeta.xml and nodemeta.xml files to the appropriate location in the PowerCenter
domain. Use the PowerCenter Administration Console to upgrade the contents of the
PowerCenter repository. You also upgrade the PowerCenter Client and the Data Profiling
warehouse. For more information, see “Upgrading PowerCenter” on page 401.
5. Complete the post-upgrade tasks. The post-upgrade tasks include registering local
repositories and updating the password environment variable. If you want to use a UTF-
8 repository, back up the existing repository, create a UTF-8 database, and restore the
repository to the new database. You can move the PowerCenter run-time files to the new
installation directory. You can also create and configure a Web Services Hub and update
the client applications. For more information about the post-upgrade tasks, see
“PowerCenter 8.0 Post-Upgrade Tasks” on page 460.
6. Configure PowerCenter. Configure Informatica Services and the Repository Service and
Integration Service. For more information about configuring PowerCenter, see “After You
Install” on page 323.
7. Install PowerCenter documentation. Install the PowerCenter documentation on
Windows. For more information, see “Documentation Installation” on page 291.
8. Complete additional post-upgrade tasks. After you complete the PowerCenter upgrade,
you may need to perform additional tasks to complete the upgrade. For more
information about behavior changes between different versions, changes to repository
objects impacted by the upgrade process, and tasks you may need to perform to maintain
previous behavior or take advantage of new behavior, see the PowerCenter Post-Upgrade
Reference.
Upgrading PowerCenter 27
to perform to maintain previous behavior or take advantage of new behavior, see the
PowerCenter Post-Upgrade Reference.
PowerCenter
Prerequisites
This chapter includes the following topics:
♦ Overview, 34
♦ Minimum System Requirements, 35
♦ Web Browsers, 37
♦ Database Requirements, 38
♦ Application Servers, 40
♦ Third-Party Software, 43
♦ Code Pages, 45
♦ Working with 32-bit and 64-bit Platforms, 46
33
Overview
Before you install PowerCenter, verify that the environment meets the minimum
requirements. You can verify the prerequisites for the PowerCenter components you install.
Table 3-1 describes the installation prerequisites for the PowerCenter components:
Minimum System PowerCenter Services Hardware and operating system requirements. For more
Requirements PowerCenter Client information, see “Minimum System Requirements” on
Data Analyzer page 35.
Metadata Manager
Web Browser PowerCenter Services Web browser required to access the PowerCenter
Data Analyzer Administration Console, Data Analyzer and Metadata
Metadata Manager Manager, and the Web Services Hub Console. For more
information, see “Web Browsers” on page 37.
Application Server Data Analyzer Required information and setup for installing Data Analyzer
Metadata Manager and Metadata Manager on JBoss Application Server, IBM
WebSphere Application Server, and BEA WebLogic Server.
For more information, see “Application Servers” on page 40.
Third-party PowerCenter Services X Virtual Frame Buffer for PowerCenter Services on UNIX.
Software PowerCenter Client Microsoft Visio 2003 for Data Stencil. Microsoft SOAP Toolkit
Data Analyzer and SVG Viewer for Data Analyzer and Metadata Manager.
Metadata Manager For more information, see “Third-Party Software” on page 43.
Code Pages PowerCenter Services Code page requirements for all PowerCenter components.
PowerCenter Client For more information, see “Code Pages” on page 45.
Data Analyzer
Metadata Manager
32-bit and 64-bit PowerCenter Services 32-bit and 64-bit compatibility between the PowerCenter
Compatibility components. For more information, see “Working with 32-bit
and 64-bit Platforms” on page 46.
Verify the minimum hardware and operating system requirements before you install
PowerCenter components.
Table 3-2 describes the minimum system requirements to run PowerCenter components:
Note: The server installation for PowerCenter requires 1 GB of disk space for temporary files.
On UNIX, the installer writes the temporary files to the /tmp directory. On Windows, it
writes the files to the default drive. You can set the TMP or the InstallAnywhere
IATEMPDIR environment variable to specify the location of these files.
You can use the following browsers to access Data Analyzer, the PowerCenter Administration
Console, and the Web Services Hub Console:
♦ Microsoft Internet Explorer
♦ Mozilla Firefox
You can use the following browser to access Metadata Manager:
♦ Microsoft Internet Explorer
For more information about configuring browsers to use with the Administration Console,
Data Analyzer, and Metadata Manager, see “Step 8. Configure Web Browser” on page 68.
Note: The PowerCenter Client requires Internet Explorer to display the Start Page for the
Designer, Repository Manager, and Workflow Manager.
Web Browsers 37
Database Requirements
PowerCenter Components:
PowerCenter Services
Data Profiling
Data Analyzer
Metadata Manager
Use the following rules and guidelines when you verify database size requirements:
♦ You can create a PowerCenter repository with a minimum of 30 MB of database space.
Allow up to 150 MB to store metadata.
Database Requirements 39
Application Servers
PowerCenter Components:
Data Analyzer
Metadata Manager
If you install Data Analyzer and Metadata Manager on an existing application server instance,
verify the application server installation prerequisites for the following application servers:
♦ JBoss Application Server. You can install Data Analyzer and Metadata Manager on an
existing JBoss Application Server instance. You can also install a new JBoss Application
Server instance with the PowerCenter installer. For more information, see “JBoss
Application Server Prerequisites” on page 41.
♦ IBM WebSphere Application Server. You can install Data Analyzer and Metadata
Manager on an existing instance of WebSphere Application Server. For more information,
see “IBM WebSphere Application Server Prerequisites” on page 41.
♦ BEA WebLogic Server. You can install Data Analyzer and Metadata Manager on an
existing instance of WebLogic Server. For more information, see “BEA WebLogic Server
Prerequisites” on page 42.
If you want to use a new WebSphere Application Server or WebLogic Server instance, you
must install the application server before you install Data Analyzer and Metadata Manager. If
you want to install Data Analyzer and Metadata Manager on a new JBoss Application Server
instance, install JBoss Application Server with the PowerCenter installer. For more
information about installing application servers, see “Step 10. Install the Application Server
(Optional)” on page 70.
You must stop the application server before you install Data Analyzer and Metadata Manager.
For more information about stopping the application server, see “Starting and Stopping
Application Servers” on page 535.
Note: You cannot install multiple instances of Data Analyzer or Metadata Manager on the
same application server. If you want to run multiple instances of Data Analyzer or Metadata
Manager, you must install each instance on a different application server. You can run a single
instance of Data Analyzer and Metadata Manager on the same application server.
Prerequisite Description
Server Configuration Verify the name of the server configuration and that it supports all available JBoss
Application Server services.
The PowerCenter installer requires the name of the server configuration on which to install
Data Analyzer and Metadata Manager.
Installation Directory If you use multiple JBoss Application Server instances, verify the correct home and server
configuration directory where you install Data Analyzer or Metadata Manager.
User Account You must install PowerCenter with the user account used to install or run JBoss Application
Server. The user account must have write permissions on the JBoss Application Server
home and server configuration directories.
Prerequisite Description
Installation Directory Depending on the edition of the WebSphere Application Server where you install Data
Analyzer and Metadata Manager, you must provide the name and location of the
WebSphere Application Server home and Network Deployment directories during Data
Analyzer and Metadata Manager installation.
Server Name You can provide the name of the server and HTTP port number to run Data Analyzer and
Metadata Manager. If you do not provide a server name, the PowerCenter installer
configures Data Analyzer and Metadata Manager to run on the default server, server1, on
port 9080.
padaemon user Account On Windows and UNIX, you log in with the padaemon user account to install Data Analyzer
and Metadata Manager and run WebSphere Application Server. For more information, see
“IBM WebSphere Application Server” on page 71.
User Groups On UNIX, verify that the root account is assigned to the mqm and mqbrkrs user groups. For
more information, see “IBM WebSphere Application Server” on page 71.
WebSphere Application Start the deployment manager, node agent, JMS server, and default server before you
Server Started install Data Analyzer and Metadata Manager. For more information, see “Starting IBM
WebSphere Application Server” on page 542.
Administrator User If you configure security for WebSphere Application Server using the Administration
Name and Password Console, you must provide the administrator user name and password during installation.
Application Servers 41
BEA WebLogic Server Prerequisites
Table 3-6 displays BEA WebLogic Server prerequisites:
Prerequisite Description
Installation Directory You must provide the WebLogic Server installation directory when you install Data Analyzer
and Metadata Manager.
WebLogic Domain If you install Data Analyzer or Metadata Manager on a new domain, the PowerCenter
installer creates the WebLogic domain. You must provide the administrator user name and
password and listening port for the new domain.
If you install Data Analyzer or Metadata Manager on an existing WebLogic domain, you
must create the domain before you install Data Analyzer or Metadata Manager and provide
the administrator user name and password during installation.
For a new or existing WebLogic domain, you must provide the domain name and domain
location during installation.
User Account Log in with the same user account used to install WebLogic Server.
PowerCenter requires third-party software to use certain features. You must download and
install the third-party software to use the features.
Table 3-7 describes the features and third-party software you may need to install:
PowerCenter
Third-Party Software Description
Component
Java Runtime PowerCenter To run the PowerCenter installer on Windows, you must have the
Environment (JRE) Installer on Java Runtime Environment (JRE), version 1.4.2 or higher, installed on
Windows the machine where you install PowerCenter Services and the
PowerCenter installer.
Microsoft Visio 2003 PowerCenter In PowerCenter, you can use Data Stencil to create PowerCenter
Client (Data mapping templates using Microsoft Office Visio.
Stencil) You must obtain and install Visio 2003 before you can use Data
Stencil.
Microsoft .NET PowerCenter Data Stencil on Windows 2000 requires Microsoft .NET Framework
Framework 1.1 Client (Data 1.1. Service Pack 1. You cannot use other versions of Microsoft .NET
Stencil) Framework.
You can download Microsoft .NET Framework 1.1 from the following
web site:
http://msdn.microsoft.com/netframework/downloads/
framework1_1/
You can download Microsoft .NET Framework 1.1 Service Pack 1
from the following web site:
http://www.microsoft.com/downloads/
details.aspx?familyid=A8F5654F-088E-40B2-BBDB-A833
53618B38&displaylang=en
You must also install the Security Update for Microsoft .NET
Framework, Version 1.1 Service Pack 1 (KB886903).
You can download the security update from the following web site:
http://www.microsoft.com/downloads/
details.aspx?familyid=8EC6FB8A-29EB-49CF-9DBC-1A0D
C2273FF9&displaylang=en
Microsoft SOAP Toolkit Data Analyzer, In Data Analyzer and Metadata Manager, you can export a report to
Metadata Manager an Excel file and refresh the data in Excel directly from the cached
data in Data Analyzer or Metadata Manager or from the data source.
To use the data refresh feature, you must install the Microsoft SOAP
Toolkit. For information about downloading the Microsoft SOAP
Toolkit, see “Working with Microsoft Excel” in the Data Analyzer User
Guide.
Third-Party Software 43
Table 3-7. Third-Party Software
PowerCenter
Third-Party Software Description
Component
Adobe SVG Viewer Data Analyzer, In Data Analyzer and Metadata Manager, you can display interactive
Metadata Manager report charts and chart indicators. You can click on an interactive
chart to drill into the report data and view details and select sections
of the chart.
To view interactive charts on Internet Explorer, you must install Adobe
SVG Viewer. For more information about downloading Adobe SVG
Viewer, see “Managing Account Information” in the Data Analyzer
User Guide.
X Virtual Frame Buffer PowerCenter You can run activity reports to monitor user activity and license usage
Administration in the PowerCenter Administration Console.
Console To display the reports, the gateway node for the domain must be able
to display graphics. If the gateway node is an UNIX machine that
does not have a graphics card or a monitor, you must install and
configure X Virtual Frame Buffer (Xvfb).
For more information about installing Xvfb on UNIX, see “Step 11.
Install X Virtual Frame Buffer (Optional)” on page 73.
Code Pages 45
Working with 32-bit and 64-bit Platforms
PowerCenter Components:
PowerCenter Services
You can run PowerCenter Services on 32-bit or 64-bit platforms. A 64-bit architecture
provides a larger memory space that can significantly reduce or eliminate disk input/output.
This can improve session performance in the following areas:
♦ Caching. With a 64-bit platform, the Integration Service is not limited to the 2 GB cache
limit of a 32-bit platform.
♦ Data throughput. With a larger available memory space, the reader, writer, and Data
Transformation Manager (DTM) threads can process larger blocks of data.
You can run the PowerCenter 64-bit application on AIX, HP-UX, Red Hat Linux, SUSE
Linux, Solaris, and Windows.
Note: The PowerCenter 64-bit platform addresses up to 18 million terabytes (2^64 bytes) of
system memory and has up to 256 terabytes (2^48 bytes) available for a single application.
The 32-bit platform addresses up to 4 GB (2^32 bytes) of system memory and has up to 2 GB
available for any single application.
49
Pre-Installation Tasks
Informatica provides Quick Start guides on the PowerCenter Documentation DVD. You can
use the Quick Start guides to track the required installation information as you complete the
pre-installation steps. The Quick Start guides contain the required information for databases,
user accounts, system accounts, environment variables, and application servers. You will need
this information when you install PowerCenter.
You can get the Quick Start guides from the following location on the PowerCenter
Documentation DVD:
<DVD_Root>\Disk1\InstData\Documentation\PDFs\
Pre-Installation Tasks 51
Step 1. Create Databases
This section contains guidelines for creating the required databases for PowerCenter
components. Depending on the PowerCenter components you install, you must set up the
required relational databases and user accounts.
You must set up a database for the following PowerCenter components:
♦ PowerCenter domain configuration
♦ PowerCenter repository
♦ Data Profiling warehouse
♦ Data Analyzer repository
♦ Metadata Manager repository
For more information about the required databases, database types, and database sizes, see
“Database Requirements” on page 38. For more information about setting up the database
user accounts, see “Step 2. Create Database User Accounts” on page 56.
Repository on Oracle
To prevent a PowerCenter, Data Analyzer, or Metadata Manager repository from using
excessive amounts of disk space, set the Oracle storage parameters for the tablespace.
When you set up an Oracle database, verify that the storage parameters specified for the
tablespace are not too large. Storage parameters that are set to very large values cause the
Or open the Microsoft SQL Server Enterprise Manager, right-click the database, and select
Properties > Options. Set the Compatibility Level to 80 and click OK.
Before you install PowerCenter, ask the DB2 administrator to create system temporary
tablespaces with 4 KB, 8 KB, 16 KB, and 32 KB page sizes.
The Metadata Manager repository and all Metadata Manager source repositories on IBM
DB2 require minimum heap sizes.
Ask the DB2 database administrator to run the following SQL statements on each database to
configure the system temporary tablespaces and update the heap sizes:
CREATE Bufferpool RBF IMMEDIATE SIZE 1000 PAGESIZE 32 K EXTENDED STORAGE
;
DB2STOP
DB2START
Operating Required/
Variable Type Description
System Optional
Database client UNIX Required Location of the database client. For more information, see
“Database Client Environment Variables” on page 60.
Library path UNIX Required Location of the database client libraries. For more information,
see “Library Path Environment Variables” on page 60.
Locale UNIX Required Language setting for UNIX machines. For more information, see
“Locale Environment Variables” on page 61.
Java components AIX Required Java Runtime Environment location for Java-based components.
HP-UX For more information, see “Java Component Variables” on
page 62.
libstdc++.so.5 Linux Required Location of GCC 3.2.x library. For more information, see
“libstdc++.so.5 Library” on page 62.
X Window Server UNIX Optional Location of graphics display server. Configure to use the
PowerCenter graphical mode installer. For more information,
see “X Window Server” on page 63.
PowerCenter Windows Optional You use these variables to configure the following PowerCenter
Services UNIX Services properties:
- Designate the PowerCenter Services installation directory.
- Designate the location of domains.infa.
- PowerCenter Services memory usage.
For more information, see “PowerCenter Services Environment
Variables” on page 63.
Note: Each type of UNIX operating system may require a different value for the same locale.
The locale value is case sensitive.
The command returns the languages installed on the UNIX system and the existing locale
settings. Use this command to verify that the value for the locale environment variable is
compatible the language settings for the machine and the type of code page you want to use
for the repository.
libstdc++.so.5 Library
Before you install PowerCenter Services on Linux, you must install the GCC 3.2.x library
libstdc++.so.5 and add the location of the library to the library path environment variable.
Use the following command to verify that libstdc++ is installed:
$ rpm -q --whatprovides /usr/lib/libstdc++.so.5
If the command returns libstdc++-3.2-7, the library is properly installed. Otherwise, the
command returns error: file /usr/lib/libstdc++.so.5: No such file or directory.
If the library is not installed, you can locate and install the libstdc++.so.5 RPM at the
following URL:
http://rpmfind.net
If you have problems installing PowerCenter after installing the library, contact Global
Customer Support.
Bash/Korn shell:
export DISPLAY=”<TCP/IP node of XWindows server>:0”
Bourne Shell:
DISPLAY=”<TCP/IP node of XWindows server>:0”
export display
For example, if you have the X Window server installed on a machine with a TCP/IP node of
10.1.50.23, use the following commands:
C shell:
setenv DISPLAY 10.1.50.23:0
Bash/Korn shell:
export DISPLAY=”10.1.50.23:0”
Bourne shell:
DISPLAY=”10.1.50.23:0”
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 PowerCenter installer uses, the
installer may not display the labels on the buttons correctly. For example, the button labeled
Test Connection may appear with the shortened label Test Connecti....
INFA_JAVA_OPTS
PowerCenter uses the Java Runtime Environment (JRE) to start and run PowerCenter
Services. By default, PowerCenter Services uses a maximum of 512 MB of system memory.
You can configure the amount of system memory used by PowerCenter Services with
INFA_JAVA_OPTS. If you set INFA_JAVA_OPTS after starting PowerCenter Services, you
must restart the node for the changes to take effect.
For example, to configure 1 GB of system memory for PowerCenter Services on UNIX in a C
shell, use the following command:
setenv INFA_JAVA_OPTS -Xmx1024m
Note: If you are using 64-bit HP-UX on Itanium, add the -d64 switch when you set the system
memory using INFA_JAVA_OPTS.
INFA_DOMAINS_FILE
The domains.infa file contains the connectivity information for the gateway nodes in a
domain. The connectivity information includes the domain names, domain host names, and
domain host port numbers. Configure INFA_DOMAINS_FILE as a system variable on
Windows machines. You must include the file name in the path. You can configure this
variable before installation or after installation.
Configure the variable on the machines that will run the following PowerCenter components:
♦ PowerCenter Services. The installer creates domains.infa in the PowerCenter installation
directory when you install PowerCenter Services for use by the infacmd command line
program. You must also set this variable if you run the pmcmd command line program
from a directory other than the server/bin directory.
♦ PowerCenter Client. The PowerCenter Client creates or updates domains.infa when you
add or modify domain connectivity information in any PowerCenter Client application.
If you want to keep the domains.infa file in a location other than PowerCenter Client
installation directory, you can configure INFA_DOMAINS_FILE on the machine where
you install the PowerCenter Client.
For example, you can use a shared location for domains.infa for all PowerCenter Client
installations in a highly available environment. You can set the INFA_DOMAINS_FILE
environment variable to the shared location on each machine where you install the
PowerCenter Client application. Each PowerCenter Client application uses the same
domain connectivity information.
Gateway Node 6001 Port number for a gateway node in a domain. The Service Manager
listens for incoming connection requests on this port. All client
applications communicate with the domain using this port number. The
installer also sets the shutdown port number as the node port number
plus one.
Worker Node 6001 Port number for a worker node in a domain. The Service Manager on the
gateway node communicates with the worker node using this port
number. The installer also sets the shutdown port number as the node
port number plus one.
If you promote a worker node to a gateway node, the port number
becomes a gateway node port number.
Application Service 6005 - 6105 Range of port numbers used by client applications to communicate with
Processes Repository Service, Integration Service, and SAP BW Service processes
on gateway and worker nodes. When the Service Manager starts an
application service, it starts the service process on the first available
port in this range.
At a minimum, the range must be equal to the number of application
service processes that will run on the node. PowerCenter Client
applications and application services communicate with the application
service processes on a node using a port number in this range.
This port range is similar to the PowerCenter Server and Repository
Server port numbers in PowerCenter 6.x/7.x.
To install languages:
For more information about IME and code pages, see “Globalization Overview” in the
PowerCenter Administrator Guide.
mqbrkrs
Expand WebSphere Application Server, Version 5.1.x > Installing > Getting started >
Installing the product. Click Platform-specific Tips for Installing and Migrating > Tips for
Installing the Embedded Messaging Feature. In the Tips for all Linux and UNIX Platforms
section, click Defining the Prerequisite Linux or UNIX operating System Groups, mqm and
mqbrkrs.
HP-UX
Xvfb is part of the HP-UX operating system. Depending on when you installed or last
patched the operating system, you might need to download and install HP-UX patches and
graphical packages to run Xvfb. For a description of the steps you need to complete to run
Xvfb on HP-UX, see the instructions on the following web site:
http://publib.boulder.ibm.com/tividd/td/ITM/GI10-5797-01/en_US/HTML/
notesmst20.htm
Solaris
You can download the Xvfb server for Solaris from the following web site:
ftp://www.ferret.noaa.gov/special_request/xvfb/solaris/
To set up the Xvfb server, follow the instructions in the README.XVFB. Or read the
instructions in the following web site:
http://ferret.wrc.noaa.gov/Ferret/FAQ/graphics/Solaris_Xvfb.html
PowerCenter
Required Files and Directories Installation File Disk Space
Component
PowerCenter Copy the following directories: Copy lax.jar, install.lax, and 550 MB
(Windows) <DVD_Root>\Server\Windows\Disk1 install.exe from the
<DVD_Root>\jre <DVD_Root> and run
install.exe.
PowerCenter Copy the following directory for the Copy install.sh and 650 MB
(UNIX) platform where you want to install: english.msg from
<DVD_Root>/Server/<platform>/Disk1 <DVD_Root> and run
install.sh.
PowerCenter Copy the following directories: Copy lax.jar, install.lax, and 350 MB
Client <DVD_Root>\Client\Windows\Disk1 install.exe from the
(Windows) <DVD_Root>\jre <DVD_Root> and run
install.exe.
PowerCenter Copy the following directory for the Copy install_reports.sh and 70 MB
Reports platform where you want to install: english.msg from
(UNIX) <DVD_Root>/Reports/<platform>/Disk1 <DVD_Root> and run
install_reports.sh.
Note: You must keep the same Server, Reports, and Client directory structure as on the DVD. On UNIX, install.sh requires the Server
directory and install_reports.sh requires the Reports directory. On Windows, install.exe requires the Server, Client, and Reports directory.
After you copy the required directories and files, go to the temporary directory and run the
installation file for your operating system.
5. Run install.sh.
Note: You may experience decreased performance if you run the PowerCenter installer from a
network location. For optimal performance when installing PowerCenter from a network
location, for example, over a WAN, use the console mode installer.
77
Overview
This chapter includes information about the tasks you must complete before you begin the
upgrade process.
The tasks depend on the PowerCenter component and version you upgrade:
♦ PowerCenter 6.x/7.x. Before you upgrade PowerCenter 6.x/7.x, you must establish the
PowerCenter installation environment, prepare the repository for the upgrade, and back
up files. For more information, see “PowerCenter Version 6.x/7.x Pre-Upgrade Steps” on
page 79.
♦ PowerCenter 8.0. Before you upgrade PowerCenter 8.0, you must prepare the repository,
note the domain configuration and stop Informatica Services, remove environment
variables, and back up files. For more information, see “PowerCenter Version 8.0 Pre-
Upgrade Steps” on page 82.
♦ PowerCenter 8.1. Before you upgrade PowerCenter 8.1, you must back up domain and
node configuration metadata and stop Informatica Services. For more information, see
“PowerCenter 8.1 Pre-Upgrade Steps” on page 84.
♦ Data Analyzer version 8.0 or earlier. Before you upgrade Data Analyzer, you must prepare
the repository and back up customized files. For more information, see “Data Analyzer
Pre-Upgrade Steps” on page 93.
♦ Metadata Manager version 8.1 or earlier. Before you upgrade Metadata Manager, you
must prepare the repository database and back up parameter files. For more information,
see “Metadata Manager Pre-Upgrade Steps” on page 96.
For more information about the BackupDomain command, see "infasetup Command
Reference" the Command Line Reference.
♦ Back up the database tables manually. The BackupDomain command only backs up the
PCSF_DOMAIN domain configuration database table. If you want to back up all domain
configuration information, including information about the gateway nodes, session and
workflow logs, and repository usage information, you can back up the database tables
manually.
If you want to back up the tables manually, back up the following tables:
− PCSF_CPU_USAGE_SUMMARY
− PCSF_DOMAIN
− PCSF_MASTER_ELECTION
− PCSF_MASTER_ELECT_LOCK
− PCSF_REPO_USAGE_SUMMARY
− PCSF_RUN_LOG
When you prepare a repository for upgrade, you optimize the upgrade performance, set up
another repository database, and create a copy of the repository.
When you upgrade a PowerCenter repository, you upgrade a copy of the repository. Make a
copy of all repositories in the existing version of PowerCenter before upgrading to
PowerCenter 8.1.1. Upgrade the copy of the existing PowerCenter repository to evaluate it
without altering the existing repository.
Complete the following steps to prepare a PowerCenter repository for upgrade:
1. Set up a PowerCenter repository database. Set up another database for each
PowerCenter repository you want to upgrade.
2. Optimize repository upgrade performance. You can optimize the repository to increase
performance when you upgrade a repository.
3. Prepare Informix, Teradata, or Oracle 8 Repositories. To upgrade an Informix, Oracle 8,
or Teradata database, you must restore the repository to a supported repository database.
4. Create a copy of the repository. Use the existing version of PowerCenter to create a copy
or restore a backup of the existing repository to the database you created in step 1.
Copying a Repository
You can create a copy of your existing repository for upgrade by copying it to a new database.
1. Use the existing version of PowerCenter to copy the repository to another database.
2. When you copy multiple repositories in a repository domain, register the local
repositories with the global repository after you copy the repositories.
3. Have all users close all PowerCenter Client repository connections.
4. Release all residual locks.
Backing Up a Repository
You can create a copy of your existing repository for upgrade by backing up the repository and
then restoring the backup file to a new database.
Note: In PowerCenter 8.1.1, the Repository Service name cannot contain a tab character,
trailing spaces, any of the following characters: ? " : < > * / \ |, or more than 79 characters. If
the name of the repository you want to upgrade contains any of these characters, back up the
repository, and then restore it using a name that does not contain these characters. For
information about backing up and restoring a repository, see your existing PowerCenter
documentation.
You must back up the Repository Agent and PowerCenter Server configuration files from
PowerCenter 6.x or 7.x before you upgrade. When you upgrade the PowerCenter installation,
you can upgrade existing Repository Agent and PowerCenter Server configurations to
Repository Services and Integration Services in PowerCenter 8.1.1.
Use the following steps to back up and copy the configuration files:
1. Create a PowerCenter Server configuration file. If a PowerCenter Server runs on
Windows, create the PowerCenter Server configuration file using the pmserverexportreg
utility and copy the file to the backup directory.
2. Back up configuration files. Back up each configuration file that you want to upgrade.
3. Verify the character set. Verify that the character set for the configuration files are
compatible with the character set used by the gateway nodes in the domain.
4. Copy the configuration files to the domain. Copy configuration files from the backup
directory to the appropriate directory under the server/upgrade/cfgfiles directory on a
node in the PowerCenter domain.
Warning: Do not modify the contents of the configuration files before you upgrade the
Repository Agent or PowerCenter Server to a Repository Service or Integration Service.
Modifying the files may cause the upgrade to fail.
Required/
Argument Description
Optional
directory path Required Absolute or relative directory path where you want to store the configuration file.
file name Required File name of the configuration file you want to create.
For example, the following command creates a configuration file named Production.cfg:
pmserverexportreg c:\PMServer\backup\Production.cfg
1. Copy the PowerCenter utilities to the machine that hosts the PowerCenter Server.
2. From a command prompt, navigate to the location of pmserverexportreg.exe.
3. Run the utility to create the PowerCenter Server configuration file.
For example, use the following command:
pmserverexportreg <file path>\Production.cfg
Note: If you do not configure the file path, the utility creates the configuration file in the
directory where pmserverexportreg runs.
4. Copy the PowerCenter Server configuration file you created to the backup directory for
the PowerCenter Server and Repository Agent configuration files.
Troubleshooting pmserverexportreg
The following error messages may occur when you use pmserverexportreg:
Cannot create configuration file because registry entry [<key name>] does not exist.
PowerCenter Server not installed or registry contains errors.
Cause: The pmserverexportreg utility cannot export the PowerCenter Server values
from the registry on the current machine. A PowerCenter Server is not
installed on the current machine or the registry contains errors.
Action: Verify that you run the utility on a machine where the PowerCenter Server is
installed.
Cannot create file <file name>. The file name is invalid or the file already exists.
Cause: The pmserverexportreg utility cannot create the PowerCenter Server
configuration file. The name for the configuration file is invalid or the file
already exists.
Action: Delete the current file or use a different file name, and run the command
again.
Repository Agent
The Repository Agent configuration file is located in the RepositoryServer/bin/Config
directory machine where the Repository Server runs. Each repository has an associated
Repository Agent configuration file based on the repository name. For example, for the
HR_71 repository, the Repository Agent configuration file is named HR_071-es.cfg.
If your PowerCenter repository domain includes global and local repositories, you must note
which Repository Agent configuration files are associated with the global and local
repositories.
PowerCenter Server
The PowerCenter Server configuration file pmserver.cfg is located in the Server/bin directory
on UNIX machines. On Windows, you must export the PowerCenter Server configuration to
a configuration file. For more information about exporting PowerCenter Server configuration
on Windows, see “Step 1. Create a PowerCenter Server Configuration File” on page 89.
If you upgrade multiple PowerCenter Server configurations, rename each configuration file
before copying them to the backup location. For example, if you back up pmserver.cfg for a
PowerCenter Server named Production, you can rename the configuration file Production.cfg
before copying the file.
For SuperGlue 2.1 or 2.2, you can find the parameter files in the following directory:
<PowerCenter_Home>\Server\SrcFiles
99
100
Chapter 6
PowerCenter Complete
Installation in Graphical Mode
This chapter includes the following topics:
♦ Overview, 102
♦ Installing PowerCenter Standard Edition, 103
♦ Installing PowerCenter Advanced Edition, 128
101
Overview
This chapter provides instructions on running the PowerCenter graphical mode installer and
installing the complete version of PowerCenter. When you install the complete version of
PowerCenter, the PowerCenter installer determines the components available for installation
based on the license key you provide.
Before you start the installation, complete the pre-installation tasks listed in “Before You
Install” on page 49.
You can install the complete version of the following PowerCenter editions:
♦ PowerCenter Standard Edition. Installs all PowerCenter Standard Edition components.
Standard Edition includes PowerCenter and Data Analyzer for PowerCenter Repository
Reports. For more information, see “Installing PowerCenter Standard Edition” on
page 103.
♦ PowerCenter Advanced Edition. Installs all PowerCenter Advanced components,
including PowerCenter Services, Data Analyzer, and Metadata Manager. For more
information, see “Installing PowerCenter Advanced Edition” on page 128.
After you run the installer, complete the installation or upgrade of PowerCenter components.
For more information, see the steps for your installation or upgrade path in “Installation and
Upgrade Overview” on page 15.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49. Verify that you have the PowerCenter Standard Edition license.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
On UNIX, the PowerCenter installer checks the operating system and verifies that the
environment variables are correctly set. The environment variables must be specifically
set to enable the PowerCenter installer to run processes and connect to databases and
services. If the environment variables are not set, the PowerCenter installer gives you the
option to stop the installation and modify the environment variables.
5. On UNIX, select the option to use the GUI mode installation.
6. On the main PowerCenter installation window, select Server.
The Welcome window introduces the PowerCenter installation.
7. Click Next.
12. To install the complete set of PowerCenter Standard Edition components, select
Complete and click Next.
To install a custom version of PowerCenter, see “PowerCenter Custom Installation in
Graphical Mode” on page 153.
13. Enter the location and file name of the Data Analyzer license key or click Browse to
locate the license key file.
14. Click Next.
The Installation Directory window appears.
17. Select the application server to install Data Analyzer on to run PowerCenter Repository
Reports.
You can select one of the following options:
♦ JBoss Application Server. You can install Data Analyzer on a new or existing instance
of JBoss Application Server. If you select JBoss Application Server, continue to the
next step.
♦ BEA WebLogic Server. You install Data Analyzer on an existing instance of BEA
WebLogic Server. You can create a new WebLogic Server domain or install Data
Analyzer on an existing WebLogic Server domain. If you select WebLogic Server, skip
to step 23.
♦ WebSphere Application Server (Network Deployment). You install Data Analyzer on
an existing WebSphere Application Server Network Deployment Edition instance. If
you select WebSphere Application Server Network Deployment Edition, skip to step
30.
♦ WebSphere Application Server (Base). You install Data Analyzer on an existing
WebSphere Application Server Base Edition instance. If you select WebSphere
Application Server Base Edition, skip to step 30.
19. Select the option to install a new instance of JBoss Application Server or to use an
existing instance.
If you use an existing instance of JBoss Application Server, verify that the application
server is shut down before you continue the installation.
20. Enter the home directory and the server configuration directory for JBoss Application
Server or click Browse to select the directory.
If you install a new instance of JBoss Application Server, the installer creates a server
configuration in the directory you provide.
If you use an existing instance of JBoss Application Server, you must provide the
directory for an existing server configuration. The server configuration must support all
available JBoss services.
21. To configure the JBoss Application Server ports, click Advanced Configuration.
You can configure the ports used by JBoss Application Server to avoid port conflicts if
you run multiple instances of JBoss Application Server on the same machine.
22. Click OK. Skip to step 35.
23. Click Next.
27. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 35.
28. Click Next.
29. Enter the account name and password for the WebLogic Administration Console for the
existing domain. Skip to step 35.
30. Click Next.
The Existing WebSphere Application Server Directory window appears.
32. Enter the home directories for the WebSphere Base Server and the Network Deployment
or click Browse to locate the directory.
33. Click Next.
Property Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Data Analyzer on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
37. Choose to create a domain if you are installing PowerCenter for the first time or you are
installing PowerCenter on a single machine. Skip to step 38.
-or-
Choose to join a domain if you have created a PowerCenter domain on another machine
and you want to add the current machine to the domain. Skip to step 44.
For more information about the available domain options, click the Help Me Select link.
38. Click Next.
Property Description
Database type Type of database to store the domain configuration. Database type may be Oracle,
Microsoft SQL Server, Sybase ASE, or IBM DB2.
Database URL Host name and port number for the database instance in the format <host
name>:<port>.
Database password Password for the domain configuration database user account.
Database service name Service name for Oracle and IBM DB2 databases or database name for Microsoft SQL
Server or Sybase ASE databases.
Property Description
Domain name Name of the PowerCenter domain to create. The domain name must be in 7-bit ASCII
format and must be less than 79 characters. The domain name cannot contain spaces or
the following characters: \ / : * ? > < " |
Domain host name Host name of the machine on which to create the PowerCenter domain. If you create a
domain on a machine with a single network name, do not change the default host name.
If you create a domain on a machine with multiple network names, you can modify the
default host name to use an alternate network name. Optionally, you can use the IP
address of the machine on which to create the domain.
Node name Node name for the current machine. This node name is the gateway node for the domain.
This is not the host name for the machine.
Domain port no. Port number for the current machine. The installer displays a default port number of
6001. If the port number is not available on the machine, the installer displays the next
available port number.
Domain user name User name of the domain administrator. You use this user name to log in to the
PowerCenter Administration Console. The user name must be less than 79 characters
and can only contain alphanumeric characters.
Domain password Password for the domain administrator. The password must be between 3 and 16
characters.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must
Service select this option to create an Integration Service for the domain during installation. You
can also create a Repository Service after installation.
43. Enter the range of port numbers that the PowerCenter installer can use for PowerCenter
Services on the node and click OK.
The default range for the port numbers is 6005 - 6105.
Skip to step 50.
44. Click Next.
The Configure Domain window appears.
The PowerCenter domain that you want to join must be available when you join the
domain. Verify that the gateway node for the domain you want to join is available before
you continue. If the PowerCenter installer cannot connect to the PowerCenter domain,
you cannot continue with the installation.
Property Description
Domain host name Host name or IP address of the gateway node for the domain.
Domain user name User name for the administrator account in the PowerCenter domain to join.
Property Description
Node name Name of the node to create on the PowerCenter domain. The node name must be in 7-bit
ASCII format and must be less than 79 characters. This name is not the host name for the
node. Do not use the following characters: \ / : * ? < > " |
Port number Port number for the current machine. The installer displays a default port number of 6001. If
this port number is not available on the machine where you install PowerCenter, enter a
different port number.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must select
Service this option to also create an Integration Service during installation. You can also create a
Repository Service after installation.
Serves as Indicates whether the node can serve as a gateway. If you do not select this option, the
Gateway node is a worker node in the domain you join.
48. To set the range of port numbers to be used for PowerCenter Services on the node, click
Advanced Configuration.
The Advanced Configuration window appears.
49. Enter the range of port numbers that the PowerCenter installer can use for the
PowerCenter Services on the node and click OK.
The default range for the port numbers is 6005 - 6105.
50. Click Next.
On Windows, the Configure Informatica Services window appears.
Property Description
Install Informatica Services with Select this option and configure the user account and password.
a different user account
User name Windows domain and user account used by the Informatica Services service
to log on when you start Informatica Services. Enter the domain and user
account in the format <domain name>\<user account>. This user
account must have the Act as operating system permission. For more
information, see your Windows documentation.
Option Description
Repository name Name for the PowerCenter repository. The name is case sensitive and must be less than
30 characters. The repository name cannot contain spaces or the following characters: \ / :
*?><"|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter.
If you use an existing PowerCenter repository, the PowerCenter installer does not validate
the repository code page. You must verify that the code page for the existing repository is
compatible with the code page of the machine where you install PowerCenter.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
Password
Connect string Appears for Oracle, Microsoft SQL Server, and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
- Microsoft SQL Server: Syntax is SQLServername@dbname, where SQLServername is
the name of the SQL Server instance that contains the dbname database.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Database name Appears for DB2 databases. DB2 alias name for the repository database.
Tablespace name Appears for DB2 databases. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Choose the data movement mode. The data movement mode must match the data
movement mode of the associated PowerCenter repository.
57. Enter the following information:
Property Description
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository.
Note: WebLogic Server and WebSphere Application Server support one authentication
method for all applications running on the same instance of the application server.
59. Select Yes to overwrite the authentication in the application server with repository
authentication. The new authentication settings will overwrite the security settings on
the application server.
-or-
Select No to keep the current authentication settings in the application server. If you
select No, the application server must be configured with an authentication method that
is compatible with Data Analyzer. Otherwise, you cannot log in to Data Analyzer.
If you install Data Analyzer on WebSphere Application Server, the installer configures
WebSphere Application Server security and Data Analyzer authentication based on your
selection and the WebSphere Application Server setup.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server
Console administrator user name to admin and the password to admin
and configures repository authentication for Data Analyzer.
Option Description
Database URL Database connection string. When you select the database type, the Data Analyzer
Repository Configuration window displays the database URL format for the selected
database type:
Oracle: host_name:port_number;SID=sid
DB2:host_name:port_number;DatabaseName=databasename
Microsoft SQL Server:
host_name:port_number;SelectMethod=cursor;DatabaseName=databasename
Sybase ASE: host_name:port;DatabaseName=database_name
Database user ID Name of the user account to connect to the repository database.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49. Verify that you have the PowerCenter Advanced Edition license.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
On UNIX, the PowerCenter installer checks the operating system and verifies that the
environment variables are correctly set. The environment variables must be specifically
set to enable the PowerCenter installer to run processes and connect to databases and
services. If the environment variables are not set, the PowerCenter installer gives you the
option to stop the installation and modify the environment variables.
5. On UNIX, select the option to use the GUI mode installation.
6. On the main PowerCenter installation window, select Server.
The Welcome window introduces the PowerCenter installation.
7. Click Next.
12. To install the complete set of PowerCenter Advanced Edition components, select
Complete and click Next.
To install a custom version of PowerCenter, see “PowerCenter Custom Installation in
Graphical Mode” on page 153.
13. Enter the location and file name of the Data Analyzer or Metadata Manager license key
or click Browse to locate the license key file.
14. Click Next.
The Installation Directory window appears.
17. Select the application server to install Data Analyzer and Metadata Manager on. The
installer installs Data Analyzer and Metadata Manager on the same application server.
You can select one of the following options:
♦ JBoss Application Server. You can install Data Analyzer and Metadata Manager on a
new or existing instance of JBoss Application Server. If you select JBoss Application
Server, continue to the next step.
♦ BEA WebLogic Server. You install Data Analyzer and Metadata Manager on an
existing instance of BEA WebLogic Server. You can create a new WebLogic Server
domain or install Data Analyzer and Metadata Manager on an existing WebLogic
Server domain. If you select WebLogic Server, skip to step 23.
♦ WebSphere Application Server. You install Data Analyzer and Metadata Manager on
an existing WebSphere Application Server Network Deployment Edition instance. If
you select WebSphere Application Server Network Deployment Edition, skip to step
32.
19. Select the option to install a new instance of JBoss Application Server or to use an
instance that exists.
If you use an existing instance of JBoss Application Server, verify that the application
server is shutdown before you continue the installation.
20. Enter the home directory and the server configuration directory for JBoss Application
Server or click Browse to select the directory.
If you install a new instance of JBoss Application Server, the installer creates a server
configuration in the directory you provide.
If you use an existing instance of JBoss Application Server, you must provide the
directory for an existing server configuration. The server configuration must support all
available JBoss services.
21. To configure the JBoss Application Server ports, click Advanced Configuration.
You can configure the ports used by the JBoss Application Server to avoid port conflicts if
you run multiple instances of JBoss Application Server on the same machine.
22. Click OK. Skip to step 35.
23. Click Next.
25. Choose to install Data Analyzer and Metadata Manager on a new domain or an existing
domain. Provide the domain name and location.
27. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 36.
28. Click Next.
The installer will install Data Analyzer and Metadata Manager on an existing WebLogic
domain in WebLogic Server.
29. Enter the account name and password for the WebLogic Administration Console for the
existing domain. Skip to step 36.
30. Click Next.
The Existing WebSphere Application Server Directory window appears.
33. Enter the home directories for the WebSphere Base Server and the Network Deployment
or click Browse to locate the directory.
34. Click Next.
The WebSphere Application Server Administration Details window appears.
Property Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Data Analyzer and Metadata Manager on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
38. Choose to create a domain if you are installing PowerCenter for the first time or you are
installing PowerCenter on a single machine. Skip to step 39.
-or-
Choose to join a domain if you have created a PowerCenter domain on another machine
and you want to add the current machine to the domain. Skip to step 45.
Property Description
Database type Type of database you created. Database type may be Oracle, Microsoft SQL Server,
Sybase ASE, or IBM DB2.
Database URL Host name and port number for the database instance in the format <host
name>:<port>.
Database password Password for the domain configuration database user account.
Database service name Service name for Oracle and IBM DB2 databases or database name for Microsoft SQL
Server or Sybase ASE databases.
Property Description
Domain name Name of the PowerCenter domain to create. The domain name must be in 7-bit ASCII
format and must be less than 79 characters. The domain name cannot contain spaces or
the following characters: \ / : * ? > < " | .
Domain host name Host name of the machine on which to create the PowerCenter domain. If you create a
domain on a machine with a single network name, do not change the default host name.
If you create a domain on a machine with multiple network names, you can modify the
default host name to use an alternate network name. Optionally, you can use the IP
address of the machine on which to create the domain.
Node name Node name for the current machine. This node name is the gateway node for the domain.
This is not the host name for the machine.
Domain port no. Port number for the current machine. The installer displays a default port number of
6001. If the port number is not available on the machine, the installer displays the next
available port number.
Domain user name User name of the domain administrator. You use this user name to log in to the
PowerCenter Administration Console. The user name must be less than 79 characters
and can only contain alphanumeric characters.
Domain password Password for the domain administrator. The password must be between 3 and 16
characters.
Note: By default, the installer creates a Repository Service and an Integration Service for
Metadata Manager in the PowerCenter domain. You can create a separate Repository
44. Enter the range of port numbers that the PowerCenter installer can use for PowerCenter
Services on the node and click OK.
The default range for the port numbers is 6005 - 6105.
Skip to step 51.
45. Click Next.
The Configure Domain window appears.
The PowerCenter domain that you want to join must be available when you join the
domain. Verify that the gateway node for the domain you want to join is available before
you continue. If the PowerCenter installer cannot connect to the PowerCenter domain,
you cannot continue with the installation.
Property Description
Domain host name Host name or IP address of the gateway node for the domain.
Domain user name User name for the administrator account in the PowerCenter domain to join.
Property Description
Node name Name of the node to create on the PowerCenter domain. The node name must be in 7-bit
ASCII format and must be less than 79 characters. This name is not the host name for the
node.Do not use the following characters: \ / : * ? < > " |
Port number Port number for the current machine. The installer displays a default port number of 6001. If
this port number is not available on the machine where you install PowerCenter, enter a
different port number.
Serves as Indicates whether the node can serve as a gateway. If you do not select this option, the
Gateway node is a worker node in the domain you join.
50. Enter the range of port numbers that the PowerCenter installer can use for PowerCenter
Services on the node and click OK.
The default range for the port numbers is 6005 - 6105.
51. Click Next.
The Configure Informatica Services window appears.
Informatica Services is the Windows service that runs PowerCenter Services on a node in
a PowerCenter domain. Configure the user account if PowerCenter Services needs to
access a network location not available to the current Windows user account. If you do
Property Description
Install Informatica Services with Select this option and configure the user account and password.
a different user account
User name Windows domain and user account used by the Informatica Services service
to log on when you start Informatica Services. Enter the domain and user
account in the format <domain name>\<user account>. This user
account must have the Act as operating system permission. For more
information, see the Windows documentation.
Option Description
Repository name Name for the PowerCenter repository. The name is case sensitive, must be less than 30
character and not contain the following characters: \/:*?<>“|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter.
If you use an existing PowerCenter repository, the PowerCenter installer does not validate
the repository code page. You must verify that the code page for the existing repository is
compatible with the code page of the machine where you install PowerCenter.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Note: If you join a domain, the installer creates the Repository Service for the PowerCenter
repository for Metadata Manager on the gateway node for the domain. The installer
includes a generic list of code pages for the PowerCenter repository. Verify that the code
page you select is available on the gateway node for the domain you are joining.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
password
Connect string Appears for Oracle, Microsoft SQL Server, and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
- Microsoft SQL Server: Syntax is SQLServername@dbname, where SQLServername is
the name of the Microsoft SQL Server instance that contains the dbname database.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Choose the data movement mode. The data movement mode must match the data
movement mode of the associated PowerCenter repository for Metadata Manager.
58. Enter the following information:
Property Description
Create Integration Enable this option to create an Integration Service. In a complete PowerCenter Advanced
Service Edition installation, the installer creates an Integration Service by default.
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository for Metadata
Manager.
Note: WebLogic Server and WebSphere Application Server support one authentication
method for all applications running on the same instance of the application server.
60. Select Yes to overwrite the authentication in the application server with repository
authentication. The new authentication settings will overwrite the security settings on
the application server.
-or-
Select No to keep the current authentication settings in the application server. If you
select No, the application server must be configured with an authentication method that
is compatible with Data Analyzer and Metadata Manager. Otherwise, you cannot log in
to Data Analyzer or Metadata Manager.
If you install Data Analyzer or Metadata Manager on WebSphere Application Server, the
installer configures WebSphere Application Server security and Data Analyzer or
Metadata Manager authentication based on your selection and the WebSphere
Application Server setup.
WebSpher Configure
e Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Data Analyzer and Metadata
Manager.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Data Analyzer and
Metadata Manager.
Option Description
Database URL Database connection string. When you select the database type, the Data Analyzer
Repository Configuration window displays the database URL format for the selected
database type:
Oracle: host_name:port_number;SID=sid
DB2:host_name:port_number;DatabaseName=databasename
Microsoft SQL Server:
host_name:port_number;SelectMethod=cursor;DatabaseName=databasename
Sybase ASE: host_name:port;DatabaseName=database_name
Database user ID Name of the user account to connect to the repository database.
Option Description
Database URL Database connection string. When you select the database type, the Metadata Manager
Repository Configuration window displays the database URL format for the selected
database type:
Oracle: host_name:port_number;SID=sid
DB2:host_name:port_number;DatabaseName=databasename
Microsoft SQL Server:
host_name:port_number;SelectMethod=cursor;DatabaseName=databasename
Sybase ASE: host_name:port;DatabaseName=database_name
Option Description
Database user ID Name of the user account to connect to the repository database.
153
Overview
This chapter provides instructions on running the PowerCenter graphical mode installer and
installing a custom version of PowerCenter. When you select the custom installation option,
the PowerCenter installer determines the components available for installation based on the
license key you provide.
With the custom installation, you can install the PowerCenter components separately. If you
choose to install more than one component, the PowerCenter installer installs all the selected
components on the same machine in the directory that you provide. You can provide a
different database for each repository.
Before you install PowerCenter, complete the steps listed in “Pre-Installation Tasks” on
page 50.
You can install the following PowerCenter components:
♦ PowerCenter Services. Install only PowerCenter Services. When you install PowerCenter
Services, you can choose the following options:
− Install PowerCenter Services. Install PowerCenter Services if you have not installed
PowerCenter Services or if you are upgrading from version 8.0 or earlier. For more
information about installing PowerCenter, see “Installing PowerCenter Services” on
page 155.
− Upgrade PowerCenter Services. Install PowerCenter Services and upgrade the domain
and node metadata if you upgrade from PowerCenter 8.1. For more information about
upgrading PowerCenter, see “Upgrading from PowerCenter 8.1” on page 170.
♦ Data Analyzer. Install only Data Analyzer. For more information, see “Installing Data
Analyzer” on page 175.
♦ Metadata Manager. Install only Metadata Manager. For more information, see “Installing
Metadata Manager” on page 191.
After you run the installer, complete the installation or upgrade of PowerCenter components.
For more information, see the steps for your installation or upgrade path in “Installation and
Upgrade Overview” on page 15.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
On UNIX, the PowerCenter installer checks the operating system and verifies that the
environment variables are correctly set. The environment variables must be specifically
set to enable the PowerCenter installer to run processes and connect to databases and
services. If the environment variables are not set, the PowerCenter installer gives you the
option to stop the installation and modify the environment variables.
5. On UNIX, select the option to use the GUI mode installation.
6. On the main PowerCenter installation window, select Server.
The Welcome window introduces the PowerCenter Standard Edition installation.
7. Click Next.
12. To select the PowerCenter components to install, select Custom and click Next.
The PowerCenter installer displays the list of available PowerCenter components. The
type of license key you provide determines the available components.
-or-
For the PowerCenter Advanced Edition license, the PowerCenter Advanced Edition
Components window appears.
13. To install PowerCenter Services, clear all options except PowerCenter Services and click
Next.
19. Choose to create a domain if you are installing PowerCenter for the first time or you are
installing PowerCenter on a single machine. Skip to step 20.
-or-
Choose to join a domain if you have created a PowerCenter domain on another machine
and you want to add the current machine to the domain. Skip to step 26.
For more information about the available domain options, click the Help Me Select link.
20. Click Next.
Property Description
Database type Type of database to store the domain configuration. Database type may be Oracle,
Microsoft SQL Server, Sybase ASE, or IBM DB2.
Database URL Host name and port number for the database instance in the format <host
name>:<port>.
Database password Password for the domain configuration database user account.
Database service name Service name for Oracle and IBM DB2 databases or database name for Microsoft SQL
Server or Sybase ASE databases.
Property Description
Domain name Name of the PowerCenter domain to create. The domain name must be in 7-bit ASCII
format and must be less than 79 characters. The domain name cannot contain spaces or
the following characters: \ / : * ? > < " |
Domain host name Host name of the machine on which to create the PowerCenter domain. If you create a
domain on a machine with a single network name, do not change the default host name.
If you create a domain on a machine with multiple network names, you can modify the
default host name to use an alternate network name. Optionally, you can use the IP
address of the machine on which to create the domain.
Node name Node name for the current machine. This node name is the gateway node for the domain.
This is not the host name for the machine.
Domain port no. Port number for the current machine. The installer displays a default port number of
6001. If the port number is not available on the machine, the installer displays the next
available port number.
Domain user name User name of the domain administrator. You use this user name to log in to the
PowerCenter Administration Console. The user name must be less than 79 characters
and can only contain alphanumeric characters.
Domain password Password for the domain administrator. The password must be between 3 and 16
characters.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must
Service select this option to create an Integration Service for the domain using the installer. You
can also create a Repository Service after installation.
25. Enter the range of port numbers that the PowerCenter installer can use for PowerCenter
Services on the node and click OK.
The default range for the port numbers is 6005 - 6105.
26. Click Next.
The Configure Domain window appears.
The PowerCenter domain that you want to join must be available when you join the
domain. Verify that the gateway node for the domain you want to join is available before
you continue. If the PowerCenter installer cannot connect to the PowerCenter domain,
you cannot continue with the installation.
Property Description
Domain host name Host name or IP address of the gateway node for the domain.
Domain user name User name for the administrator account in the PowerCenter domain to join.
Property Description
Node name Name of the node to create on the PowerCenter domain. The node name must be in 7-bit
ASCII format and must be less than 79 characters. This name is not the host name for the
node.Do not use the following characters: \ / : * ? < > " |
Port number Port number for the current machine. The installer displays a default port number of 6001. If
this port number is not available on the machine where you install PowerCenter, enter a
different port number.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must select
Service this option to also create an Integration Service using the installer.
Serves as Indicates whether the node can serve as a gateway. If you do not select this option, the
Gateway node is a worker node in the domain you join.
30. To set the range of port numbers to be used for PowerCenter Services on the node, click
Advanced Configuration.
31. Enter the port range and click OK.
32. Click Next.
On Windows, the Configure Informatica Services window appears.
Informatica Services is the Windows service that runs PowerCenter Services on a node in
a PowerCenter domain. Configure the user account if PowerCenter Services needs to
access a network location not available to the current Windows user account. If you do
not configure this option, the Informatica Services service uses the current Windows user
account to log on when you start Informatica Services.
Note: You must configure a Windows user account for Informatica Services if you want to
use a trusted connection for authentication with the PowerCenter repository database.
Property Description
Install Informatica Services with Select this option and configure the user account and password.
a different user account
User name Windows domain and user account used by the Informatica Services service
to log on when you start Informatica Services. Enter the domain and user
account in the format <domain name>\<user account>. This user
account must have the Act as operating system permission. For more
information, see your Windows documentation.
Option Description
Repository name Name for the PowerCenter repository. The name is case sensitive and must be less than
30 characters. It cannot contain spaces or the following characters: \/:*?<>“|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter. For more
information about code pages, see “Code Pages” on page 45.
If you use an existing PowerCenter repository, the PowerCenter installer does not validate
the repository code page. You must ensure that the code page for the existing repository is
compatible with the code page of the machine where you install PowerCenter.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
Password
Connect string Appears for Oracle, Microsoft SQL Server, and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
Example: OraDB.world
- Microsoft SQL Server: Syntax is SQLServername@dbname, where SQLServername is
the name of the SQL Server instance that contains the dbname database.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Choose the data movement mode. The data movement mode must match the data
movement mode of the associated PowerCenter repository.
39. Enter the following information:
Property Description
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-upgrade tasks.
For more information about preparing for the PowerCenter installation, see
“PowerCenter 8.1 Pre-Upgrade Steps” on page 84.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
On UNIX, the PowerCenter installer checks the operating system and verifies that the
environment variables are correctly set. The environment variables must be specifically
set to enable the PowerCenter installer to run processes and connect to databases and
services. If the environment variables are not set, the PowerCenter installer gives you the
option to stop the installation and modify the environment variables.
5. On UNIX, select the option to use the GUI mode installation.
6. On the main PowerCenter installation window, select Server.
The Welcome window introduces the PowerCenter installation.
7. Click Next.
13. To upgrade PowerCenter Services, clear all options except PowerCenter Services and click
Next.
14. Click Next.
The Choose Installation Type window appears.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
For information about the user requirements, see “Step 4. Create a System User Account”
on page 58.
3. Close all other applications before running the installation.
4. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
On UNIX, the PowerCenter installer checks the operating system and verifies that the
environment variables are correctly set. The environment variables must be specifically
set to enable the PowerCenter installer to run processes and connect to databases and
services. If the environment variables are not set, the PowerCenter installer gives you the
option to stop the installation and modify the environment variables.
5. On UNIX, select the option to use the GUI mode installation.
6. On the main PowerCenter installation window, select Server.
The Welcome window introduces the PowerCenter installation.
7. Click Next.
12. To select the PowerCenter components to install, select Custom and click Next.
The PowerCenter installer displays the list of available PowerCenter components. The
type of license key you provide determines the available components.
-or-
For the PowerCenter Advanced Edition license, the PowerCenter Advanced Edition
Components window appears.
13. To install Data Analyzer, clear all options except Data Analyzer and click Next.
The Data Analyzer/Metadata Manager License Key window appears.
18. Select the application server to install Data Analyzer on. The installer installs Data
Analyzer on the same application server.
You can select one of the following options:
♦ JBoss Application Server. You can install Data Analyzer on a new or existing instance
of JBoss Application Server. If you select JBoss Application Server, continue to the
next step.
♦ BEA WebLogic Server. You install Data Analyzer on an existing instance of BEA
WebLogic Server. You can create a new WebLogic Server domain or install Data
Analyzer on an existing WebLogic Server domain. If you select WebLogic Server, skip
to step 24.
♦ WebSphere Application Server (Network Deployment). You install Data Analyzer on
an existing WebSphere Application Server Network Deployment Edition instance. If
you select WebSphere Application Server Network Deployment Edition, skip to step
33.
♦ WebSphere Application Server (Base). You install Data Analyzer on an existing
WebSphere Application Server Base Edition instance. If you select WebSphere
Application Server Base Edition, skip to step 31.
19. Click Next.
20. Select the option to install a new instance of JBoss Application Server or to use an
existing instance.
21. Enter the home directory and the server configuration directory for JBoss Application
Server or click Browse to select the directory.
If you install a new instance of JBoss Application Server, the installer creates a server
configuration in the directory you provide.
If you use an existing instance of JBoss Application Server, you must provide the
directory for an existing server configuration. The server configuration must support all
available JBoss services.
22. To configure the JBoss Application Server ports, click Advanced Configuration.
You can configure the ports used by the JBoss Application Server to avoid port conflicts if
you run multiple instances of JBoss Application Server on the same machine.
23. Click OK. Skip to step 37.
24. Click Next.
26. Choose to install Data Analyzer on a new domain or an existing domain. Provide the
domain name and location. If you are installing Data Analyzer on a new WebLogic
domain, continue to the next step. If you are installing on an existing WebLogic domain,
skip to step 29.
28. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 37.
29. Click Next.
The Existing WebLogic Server Domain Configuration window appears.
The installer will install Data Analyzer on an existing WebLogic domain in WebLogic
Server.
32. Enter the home directory for WebSphere Base Server or click Browse to locate the
directory. Skip to step 35.
33. Click Next.
34. Enter the home directories for the WebSphere Base Server and Network Deployment or
click Browse to locate the directory.
35. Click Next.
The WebSphere Application Server Administration Details window appears.
Property Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Data Analyzer on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
Note: WebLogic Server and WebSphere Application Server support only one
authentication method for all applications running on the same instance of the
application server.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Data Analyzer.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Data Analyzer.
Option Description
Database URL Database connection string. When you select the database type, the Data Analyzer
Repository Configuration window displays the database URL format for the selected
database type:
Oracle: host_name:port_number;SID=sid
DB2:host_name:port_number;DatabaseName=databasename
Microsoft SQL Server:
host_name:port_number;SelectMethod=cursor;DatabaseName=databasename
Sybase ASE: host_name:port;DatabaseName=database_name
For more information about the JDBC drivers installed withPowerCenter, see “JDBC Drivers”
on page 553.
Database user ID Name of the user account to connect to the repository database.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
On UNIX, the PowerCenter installer checks the operating system and verifies that the
environment variables are correctly set. The environment variables must be specifically
set to enable the PowerCenter installer to run processes and connect to databases and
services. If the environment variables are not set, the PowerCenter installer gives you the
option to stop the installation and modify the environment variables.
5. On UNIX, select the option to use the GUI mode installation.
6. On the main PowerCenter installation window, select Server.
The Welcome window introduces the PowerCenter installation.
7. Click Next.
12. To select the PowerCenter components to install, select Custom and click Next.
13. To install Metadata Manager, clear all options except Metadata Manager and click Next.
The Data Analyzer/Metadata Manager License Key window appears.
14. Enter the location and file name of the Metadata Manager license key or click Browse to
locate the license key file.
15. Click Next.
20. Select the option to install a new instance of JBoss Application Server or to use an
existing instance.
21. Enter the home directory and the server configuration directory for JBoss Application
Server or click Browse to select the directory.
If you install a new instance of JBoss Application Server, the installer creates a server
configuration in the directory you provide.
If you use an existing instance of JBoss Application Server, you must provide the
directory for an existing server configuration. The server configuration must support all
available JBoss services.
22. To configure the JBoss Application Server ports, click Advanced Configuration.
You can configure the ports used by the JBoss Application Server to avoid port conflicts if
you run multiple instances of JBoss Application Server on the same machine.
23. Click OK. Skip to step 37.
24. Click Next.
26. Choose to install Metadata Manager on a new domain or an existing domain. Provide the
domain name and location. If you are installing Metadata Manager on a new WebLogic
domain, continue to the next step. If you are installing on an existing WebLogic domain,
skip to step 29.
28. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 37.
29. Click Next.
The Existing WebLogic Server Domain Configuration window appears.
32. Enter the home directory for WebSphere Base Server or click Browse to locate the
directory. Skip to step 35.
33. Click Next.
34. Enter the home directories for the WebSphere Base Server and the Network Deployment
or click Browse to locate the directory.
35. Click Next.
The WebSphere Application Server Administration Details window appears.
Property Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Metadata Manager on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
The installer creates the Repository Service and Integration Service for the PowerCenter
repository for Metadata Manager on the gateway node for the domain.
Property Description
Domain name Name of the PowerCenter domain where the installer creates the Repository
Service and Integration Service for Metadata Manager.
Domain host name Host name of the gateway node for the domain.
Domain port no. Port number for the gateway node for the domain.
Domain user name User name for the administrator account in the domain.
Option Description
Repository name Name for the PowerCenter repository. The name is case sensitive, must be less than 30
character and cannot contain spaces or the following characters: \/:*?<>“|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter. For more
information about code pages, see “Code Pages” on page 45.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Note: The installer includes a generic list of code pages for the PowerCenter repository.
Verify that the code page you select is available on the gateway node for the domain. If you
select an existing repository, the code page must also be compatible with the repository. If
you select an invalid code page, the installation will fail.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
password
Connect string Appears for Oracle, Microsoft SQL Server, and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
Microsoft SQL Server: Syntax is SQLServername@dbname, where SQLServername is
the name of the SQL Server instance that contains the dbname database.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Choose the data movement mode. The data movement mode must match the data
movement mode of the associated PowerCenter repository for Metadata Manager.
45. Enter the following information:
Property Description
Create Integration Enable this option to create an Integration Service. In a Metadata Manager installation, the
Service installer creates an Integration Service by default.
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository for Metadata
Manager.
Note: WebLogic Server and WebSphere Application Server support only one
authentication method for all applications running on the same instance of the
application server.
47. Select Yes to overwrite the authentication in the application server with repository
authentication. The new authentication settings will overwrite the security settings on
the application server.
-or-
Select No to keep the current authentication settings in the application server. If you
select No, the application server must be configured with an authentication method that
is compatible with Data Analyzer and Metadata Manager. Otherwise, you cannot log in
to Data Analyzer or Metadata Manager.
If you install Data Analyzer or Metadata Manager on WebSphere Application Server, the
installer configures WebSphere Application Server security and Data Analyzer or
Metadata Manager authentication based on your selection and the WebSphere
Application Server setup.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Metadata Manager.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Metadata Manager.
Option Description
Database URL Database connection string. When you select the database type, the Metadata Manager
Repository Configuration window displays the database URL format for the selected
database type:
Oracle: host_name:port_number;SID=sid
DB2:host_name:port_number;DatabaseName=databasename
Microsoft SQL Server:
host_name:port_number;SelectMethod=cursor;DatabaseName=database
name
Sybase ASE: host_name:port;DatabaseName=database_name
For more information about the JDBC drivers installed withPowerCenter, see “JDBC
Drivers” on page 553.
Database user ID Name of the user account to connect to the repository database.
Database password Password for the user account to connect to the database.
PowerCenter Complete
Installation in Console Mode
This chapter includes the following topics:
♦ Overview, 212
♦ Installing PowerCenter Standard Edition, 213
♦ Installing PowerCenter Advanced Edition, 224
211
Overview
This chapter provides instructions on running the PowerCenter console mode installer and
installing the complete version of PowerCenter. When you install the complete version of
PowerCenter, the PowerCenter installer determines the components available for installation
based on the license key you provide.
The console mode installer is similar to the graphical mode installer. Each panel in the
console mode installer prompts you for the same information as each window in the graphical
mode installer.
Before you install PowerCenter, complete the steps listed in “Pre-Installation Tasks” on
page 50.
You can install the complete version of the following PowerCenter editions:
♦ PowerCenter Standard Edition. Installs all PowerCenter Standard Edition components.
Standard Edition includes PowerCenter and Data Analyzer for PowerCenter Repository
Reports. For more information, see “Installing PowerCenter Standard Edition” on
page 213.
♦ PowerCenter Advanced Edition. Installs all PowerCenter Advanced components,
including PowerCenter Services, Data Analyzer, and Metadata Manager. For more
information, see “Installing PowerCenter Advanced Edition” on page 224.
After you run the installer, complete the installation or upgrade of PowerCenter components.
For more information, see the steps for your installation or upgrade path in “Installation and
Upgrade Overview” on page 15.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. On a shell command line, run install.sh located in the DVD root directory or the root
directory in the location where you downloaded the installer.
The PowerCenter installer checks the operating system and verifies that the environment
variables are correctly set. The environment variables must be specifically set to enable
the PowerCenter installer to run processes and connect to databases and services. If the
environment variables are not set, the PowerCenter installer gives you the option to stop
the installation and modify the environment variables.
5. Select the option to use the Console mode installation.
The Welcome panel introduces the PowerCenter installation.
6. Press Enter.
The Configure Environment Variables panel appears.
The PowerCenter installer requires specific environment variable settings. Read the
PowerCenter environment configuration requirements and set the environment variables
before you continue with the installation. If you do not set the environment variables as
required, the PowerCenter installation may fail.
7. Enter quit to exit the installer if the required environment variables are not set.
-or-
Press Enter to continue with the installation.
The PowerCenter License Key panel appears.
8. Enter the location and file name of the PowerCenter Standard Edition license key.
9. Press Enter.
The Installation Prerequisites panel displays the supported platforms and databases and
the disk space requirements. Verify that all PowerCenter installation requirements are
met before you continue the installation.
Option Description
1 - JBoss Application You can install Data Analyzer on a new or existing instance of JBoss Application Server.
Server If you select JBoss Application Server, continue to the next step.
2 - BEA WebLogic You install Data Analyzer on an existing instance of BEA WebLogic Server. You can
Server create a new WebLogic Server domain or install Data Analyzer on an existing WebLogic
Server domain. If you select WebLogic Server, skip to step 24.
3 - IBM WebSphere You can install Data Analyzer on an existing WebSphere Application Server Network
Application Server Deployment Edition instance. If you select WebSphere Application Server Network
(Network Deployment Edition, skip to step 35.
Deployment)
4 - IBM WebSphere You can install Data Analyzer on an existing WebSphere Application Server Base
Application Server Edition instance. If you select WebSphere Application Server Base Edition, skip to step
(Base) 33.
Option Description
Option Description
28. Enter the WebLogic domain name and location. If you are installing Data Analyzer on a
new WebLogic domain, continue to the next step.
If you are installing on an existing WebLogic domain, skip to step 31.
29. Press Enter.
The New WebLogic Domain Configuration panel appears.
30. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 39.
31. Press Enter.
The Existing WebLogic Server Domain Configuration panel appears.
32. Enter the account name and password for the WebLogic Administration Console for the
existing domain. Skip to step 39.
33. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
34. Enter the home directory for the WebSphere Base Server. Skip to step 37.
35. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
36. Enter the home directories for the WebSphere Base Server and the Network Deployment.
37. Press Enter.
The WebSphere Application Server Administration Details panel appears.
38. Enter the following information at the prompt:
Prompt Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Data Analyzer on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
Option Description
1 - Create New Domain Choose this option if you are installing PowerCenter for the first time or you are
installing PowerCenter on a single machine. If you choose to create a domain,
Continue to the next step.
2 - Join Existing Domain Choose Join Existing Domain if a PowerCenter domain already exists on a
PowerCenter instance installed on another machine. If you choose to join a
domain, skip to step 47.
For more information about the available domain options, see “Single or Multiple
Machine Installation” on page 17.
42. Press Enter.
The Configure Domain Database panel appears.
PowerCenter stores the PowerCenter domain configuration in a relational database. The
domain configuration database must be accessible by all gateway nodes in the domain.
43. Enter the following information at the prompt:
Prompt Description
Database type Type of database to store the domain configuration. Database type may be Oracle,
Microsoft SQL Server, Sybase ASE, or IBM DB2.
Database URL Host name and port number for the database instance in the format <host
name>:<port>.
Database password Password for the domain configuration database user account.
Database service name Service name for Oracle and IBM DB2 databases or database name for Microsoft SQL
Server or Sybase ASE databases.
Prompt Description
Domain name Name of the PowerCenter domain to create. The domain name must be in 7-bit ASCII
format and must be less than 79 characters. The domain name cannot contain spaces or
the following characters: \ / : * ? > < " |
Domain host name Host name of the machine on which to create the PowerCenter domain. If you create a
domain on a machine with a single network name, do not change the default host name.
If you create a domain on a machine with multiple network names, you can modify the
default host name to use an alternate network name. Optionally, you can use the IP
address of the machine on which to create the domain.
Node name Node name for the current machine. This node name is the gateway node for the domain.
This is not the host name for the machine.
Domain port no. Port number for the current machine. The installer displays a default port number of
6001. If the port number is not available on the machine, the installer displays the next
available port number.
Domain user name User name of the domain administrator. You use this user name to log in to the
PowerCenter Administration Console. The user name must be less than 79 characters
and can only contain alphanumeric characters.
Domain password Password for the domain administrator. The password must be between 3 and 16
characters.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must
Service (Y/N) select this option to create an Integration Service for the domain using the installer.
46. To configure the range of available ports that the PowerCenter installer can use for the
PowerCenter Services that it installs on the node, enter Y at the prompt and enter the
range of available ports. To accept the default values, enter N.
The default range for the port numbers is 6005 - 6105.
Skip to step 52.
47. Press Enter.
The Configure Domain panel appears.
The PowerCenter domain that you want to join must be available when you join the
domain. Verify that the gateway node for the domain you want to join is available before
Prompt Description
Domain host name Host name or IP address of the gateway node for the domain.
Domain user name User name for the administrator account in the PowerCenter domain to join.
Prompt Description
Node name Name of the node to create on the PowerCenter domain. The node name must be in 7-bit
ASCII format and must be less than 79 characters. This name is not the host name for the
node.Do not use the following characters: \ / : * ? < > " |
Port number Port number for the current machine. The installer displays a default port number of 6001. If
this port number is not available on the machine where you install PowerCenter, enter a
different port number.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must select
Service (Y/N) this option to also create an Integration Service using the installer.
Serves as Indicates whether the node can serve as a gateway. If you do not select this option, the
Gateway (Y/N) node is a worker node in the domain you join.
51. To configure the range of available ports that the PowerCenter installer can use for the
PowerCenter Services that it installs on the node, enter Y at the prompt and enter the
range of available ports. To accept the default values, enter N.
The default range for the port numbers is 6005 - 6105.
52. Press Enter.
The PowerCenter Repository Configuration panel appears.
Option Description
To use existing PowerCenter repository content, you may need to upgrade the repository
after installing PowerCenter.
54. Press Enter.
The Configure PowerCenter Repository panel requires different information based on
the database type you select.
Table 8-2 describes the configuration information required for the repository:
Prompt Description
Repository name Name for the PowerCenter repository. The name is case sensitive and must be less than
30 characters. The repository name cannot contain spaces or the following characters: \ / :
*?><"|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter. For more
information about code pages, see “Code Pages” on page 45.
If you use an existing PowerCenter repository, the PowerCenter installer does not validate
the repository code page. You must verify that the code page for the existing repository is
compatible with the code page of the machine where you install PowerCenter.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
Password
Connect string Appears for Oracle and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Prompt Description
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: \ / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Data Analyzer.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Data Analyzer.
Option Description
To use existing Data Analyzer repository content, you may need to upgrade the
repository after installation.
62. Press Enter.
63. Enter the Data Analyzer repository configuration information.
Option Description
Database user ID Name of the user account to connect to the repository database.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. On a shell command line, run install.sh located in the DVD root directory or the root
directory in the location where you downloaded the installer.
The PowerCenter installer checks the operating system and verifies that the environment
variables are correctly set. The environment variables must be specifically set to enable
the PowerCenter installer to run processes and connect to databases and services. If the
environment variables are not set, the PowerCenter installer gives you the option to stop
the installation and modify the environment variables.
5. Select the option to use the Console mode installation.
The Welcome panel introduces the PowerCenter installation.
6. Press Enter.
The Configure Environment Variables panel appears.
The PowerCenter installer requires specific environment variable settings. Read the
PowerCenter environment configuration requirements and set the environment variables
before you continue with the installation. If you do not set the environment variables as
required, the PowerCenter installation may fail.
7. Enter quit to exit the installer if the required environment variables are not set.
-or-
If the environment variables are set, press Enter.
The PowerCenter License Key panel appears.
8. Enter the location and file name of the PowerCenter Advanced Edition license key.
9. Press Enter.
Option Description
1 - JBoss Application You can install Data Analyzer and Metadata Manager on a new or existing instance of
Server JBoss Application Server. If you select JBoss Application Server, continue to the next
step.
2 - BEA WebLogic You install Data Analyzer and Metadata Manager on an existing instance of BEA
Server WebLogic Server. You can create a new WebLogic Server domain or install Data
Analyzer on an existing WebLogic Server domain. If you select WebLogic Server, skip to
step 23.
3 - IBM WebSphere You can install Data Analyzer on an existing WebSphere Application Server Network
Application Server Deployment Edition instance. If you select WebSphere Application Server Network
(Network Deployment Edition, skip to step 34.
Deployment)
4 - IBM WebSphere You can install Data Analyzer on an existing WebSphere Application Server Base
Application Server Edition instance. If you select WebSphere Application Server Base Edition, skip to step
(Base) 32.
Option Description
Option Description
27. Enter the WebLogic domain name and location. If you are installing Data Analyzer on a
new WebLogic domain, continue to the next step.
If you are installing on an existing WebLogic domain, skip to step 30.
28. Press Enter.
The New WebLogic Domain Configuration panel appears.
29. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain.
Skip to step 38.
30. Press Enter.
The Existing WebLogic Server Domain Configuration panel appears.
31. Enter the account name and password for the WebLogic Administration Console for the
existing domain. Skip to step 38.
32. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
33. Enter the home directory for the WebSphere Base Server. Skip to step 36.
34. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
Prompt Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Data Analyzer and Metadata Manager on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
Option Description
1 - Create New Domain Choose this option if you are installing PowerCenter for the first time or you are
installing PowerCenter on a single machine. If you choose to create a domain,
continue to the next step.
2 - Join Existing Domain Choose Join Existing Domain if a PowerCenter domain already exists on a
PowerCenter instance installed on another machine. If you choose to join a
domain, skip to step 45.
For more information about the available domain options, see “Single or Multiple
Machine Installation” on page 17.
40. Press Enter.
The Configure Domain Database panel appears.
PowerCenter stores the PowerCenter domain configuration in a relational database. The
domain configuration must be accessible by all gateway nodes in the domain.
Prompt Description
Database type Type of database you created. Database type may be Oracle, Microsoft SQL Server,
Sybase ASE, or IBM DB2.
Database URL Host name and port number for the database instance in the format <host
name>:<port>.
Database password Password for the domain configuration database user account.
Database service name Service name for Oracle and IBM DB2 databases or database name for Microsoft SQL
Server or Sybase ASE databases.
Prompt Description
Domain name Name of the PowerCenter domain to create. The domain name must be in 7-bit ASCII
format and must be less than 79 characters. The domain name cannot contain spaces or
the following characters: \ / : * ? > < " |
Domain host name Host name of the machine on which to create the PowerCenter domain. If you create a
domain on a machine with a single network name, do not change the default host name.
If you create a domain on a machine with multiple network names, you can modify the
default host name to use an alternate network name. Optionally, you can use the IP
address of the machine on which to create the domain.
Node name Node name for the current machine. This node name is the gateway node for the domain.
This is not the host name for the machine.
Domain port no. Port number for the current machine. The installer displays a default port number of
6001. If the port number is not available on the machine, the installer displays the next
available port number.
Domain user name User name of the domain administrator. You use this user name to log in to the
PowerCenter Administration Console. The user name must be less than 79 characters
and can only contain alphanumeric characters.
Domain password Password for the domain administrator. The password must be between 3 and 16
characters.
Note: By default, the installer creates a Repository Service and Integration Service for
Metadata Manager in the PowerCenter domain. You can create a separate Repository
Service and Integration Service for the PowerCenter repository after you complete the
installation.
Prompt Description
Domain host name Host name or IP address of the gateway node for the domain.
Domain user name User name for the administrator account in the PowerCenter domain to join.
Prompt Description
Node name Name of the node to create on the PowerCenter domain. The node name must be in 7-bit
ASCII format and must be less than 79 characters. This name is not the host name for the
node.Do not use the following characters: \ / : * ? < > " |
Port number Port number for the current machine. The installer displays a default port number of 6001. If
this port number is not available on the machine where you install PowerCenter, enter a
different port number.
Serves as Indicates whether the node can serve as a gateway. If you do not select this option, the
Gateway (Y/N) node is a worker node in the domain you join.
49. To set the range of port numbers that the PowerCenter installer can use for the
PowerCenter services on the node, enter Y at the prompt and enter the range of available
ports. Enter N to accept the default values.
Option Description
Prompt Description
Repository name Name for the PowerCenter repository. The name is case sensitive, must be less than 30
character and not contain the following characters: \/:*?<>“|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter.
If you use an existing PowerCenter repository, the PowerCenter installer does not validate
the repository code page. You must verify that the code page for the existing repository is
compatible with the code page of the machine where you install PowerCenter.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Note: If you join a domain, the installer creates the Repository Service for the PowerCenter
repository for Metadata Manager on the gateway node for the domain. The installer
includes a generic list of code pages for the PowerCenter repository. Verify that the code
page you select is available on the gateway node for the domain you are joining.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
Password
Connect string Appears for Oracle and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Prompt Description
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Prompt Description
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository for Metadata
Manager.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Data Analyzer and Metadata
Manager.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Data Analyzer and
Metadata Manager.
Option Description
Option Description
Database user ID Name of the user account to connect to the repository database.
Option Description
To use existing Metadata Manager repository content, you may need to upgrade the
repository after installation.
65. Press Enter.
Enter the Metadata Manager configuration information.
Prompt Description
Database User ID Name of the user account to connect to the repository database.
237
Overview
This chapter provides instructions on running the PowerCenter console mode installer. When
you select the custom installation option, the PowerCenter installer determines the
components available for installation based on the license key you provide.
With the custom installation, you can install the PowerCenter components separately. If you
choose to install more than one component, the PowerCenter installer installs all the selected
components on the same machine in the directory that you provide. You can provide a
different database for each repository.
The console mode installer is similar to the graphical mode installer. Each panel in the
console mode installer prompts you for the same information as each window in the graphical
mode installer.
Before you install PowerCenter, complete the steps listed in “Pre-Installation Tasks” on
page 50.
You can install the following PowerCenter components:
♦ PowerCenter Services. Install only PowerCenter Services. When you install PowerCenter
Services, you can choose the following options:
− Install PowerCenter Services. Install PowerCenter Services if you have not installed
PowerCenter Services or if you are upgrading from version 8.0 or earlier. For more
information about installing PowerCenter, see “Installing PowerCenter Services” on
page 240.
− Upgrade PowerCenter Services. Install PowerCenter Services and upgrade the domain
and node metadata if you upgrade from PowerCenter 8.1. For more information about
upgrading PowerCenter, see “Upgrading from PowerCenter 8.1” on page 246.
♦ Data Analyzer. Install only Data Analyzer. For more information, see “Installing Data
Analyzer” on page 248.
♦ Metadata Manager. Install only Metadata Manager. For more information, see “Installing
Metadata Manager” on page 255.
After you run the installer, complete the installation or upgrade of PowerCenter components.
For more information, see the steps for your installation or upgrade path in “Installation and
Upgrade Overview” on page 15.
Overview 239
Installing PowerCenter Services
This section shows how to perform a custom installation of PowerCenter. Use the same
procedure to install PowerCenter Standard or Advanced Edition. You can install PowerCenter
Services using console mode on UNIX.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. On a shell command line, run install.sh located in the DVD root directory or the root
directory in the location where you downloaded the installer.
The PowerCenter installer checks the operating system and verifies that the environment
variables are correctly set. The environment variables must be specifically set to enable
the PowerCenter installer to run processes and connect to databases and services. If the
environment variables are not set, the PowerCenter installer gives you the option to stop
the installation and modify the environment variables.
5. Select the option to use the Console mode installation.
The Welcome panel introduces the PowerCenter installation.
6. Press Enter.
The Configure Environment Variables panel appears.
The PowerCenter installer requires specific environment variable settings. Read the
PowerCenter environment configuration requirements and set the environment variables
before you continue with the installation. If you do not set the environment variables as
required, the PowerCenter installation may fail.
7. Enter quit to exit the installer if the required environment variables are not set.
-or-
Press Enter to continue with the installation.
The PowerCenter License Key panel appears.
8. Enter the location and file name of the PowerCenter Standard or Advanced Edition
license key.
9. Press Enter.
Option Description
1 - Create New Domain Choose this option if you are installing PowerCenter for the first time or you are
installing PowerCenter on a single machine. If you choose to create a domain,
continue to the next step.
2 - Join Existing Domain Choose Join Existing Domain if a PowerCenter domain already exists on a
PowerCenter instance installed on another machine. If you choose to join a
domain, skip to step 24.
For more information about the available domain options, see “Single or Multiple
Machine Installation” on page 17.
19. Press Enter.
Prompt Description
Database type Type of database to store the domain configuration. Database type may be Oracle,
Microsoft SQL Server, Sybase ASE, or IBM DB2.
Database URL Host name and port number for the database instance in the format <host
name>:<port>.
Database password Password for the domain configuration database user account.
Database service name Service name for Oracle and IBM DB2 databases or database name for Microsoft SQL
Server or Sybase ASE databases.
Prompt Description
Domain name Name of the PowerCenter domain to create. The domain name must be in 7-bit ASCII
format and must be less than 79 characters. The domain name cannot contain spaces or
the following characters: \ / : * ? > < " |
Domain host name Host name of the machine on which to create the PowerCenter domain. If you create a
domain on a machine with a single network name, do not change the default host name.
If you create a domain on a machine with multiple network names, you can modify the
default host name to use an alternate network name. Optionally, you can use the IP
address of the machine on which to create the domain.
Node name Node name for the current machine. This node name is the gateway node for the domain.
This is not the host name for the machine.
Domain port no. Port number for the current machine. The installer displays a default port number of
6001. If the port number is not available on the machine, the installer displays the next
available port number.
Domain user name User name of the domain administrator. You use this user name to log in to the
PowerCenter Administration Console. The user name must be less than 79 characters
and can only contain alphanumeric characters.
Domain password Password for the domain administrator. The password must be between 3 and 16
characters.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must
Service (Y/N) choose this option to create an Integration Service for the domain using the installer.
Prompt Description
Domain host name Host name or IP address of the gateway node for the domain.
Domain user name User name for the administrator account in the PowerCenter domain to join.
Prompt Description
Node name Name of the node to create on the PowerCenter domain. The node name must be in 7-bit
ASCII format and must be less than 79 characters. This name is not the host name for the
node.Do not use the following characters: \ / : * ? < > " |
Port number Port number for the current machine. The installer displays a default port number of 6001. If
this port number is not available on the machine where you install PowerCenter, enter a
different port number.
Create Repository Allows you to create a Repository Service for the PowerCenter repository. You must select
Service (Y/N) this option to also create an Integration Service using the installer.
Serves as Indicates whether the node can serve as a gateway. If you do not select this option, the
Gateway (Y/N) node is a worker node in the domain you join.
Option Description
To use existing PowerCenter repository content, you may need to upgrade the repository
after installing PowerCenter.
31. Press Enter.
The PowerCenter Repository Configuration panel requires different information based
on the database type you select.
Table 9-1 describes the configuration information required for the repository:
Prompt Description
Repository name Name for the PowerCenter repository. The name is case sensitive and must be less than
30 characters. The repository name cannot contain spaces or the following characters: \ / :
*?><"|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter. For more
information about code pages, see “Code Pages” on page 45.
If you use an existing PowerCenter repository, the PowerCenter installer does not validate
the repository code page. You must verify that the code page for the existing repository is
compatible with the code page of the machine where you install PowerCenter.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
Password
Prompt Description
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
tables. If blank, the installation creates the repository tables in the default tablespace.
Prompt Description
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-upgrade tasks.
For more information about preparing for the PowerCenter installation, see
“PowerCenter 8.1 Pre-Upgrade Steps” on page 84.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. On a shell command line, run install.sh located in the DVD root directory or the root
directory in the location where you downloaded the installer.
The PowerCenter installer checks the operating system and verifies that the environment
variables are correctly set. The environment variables must be specifically set to enable
the PowerCenter installer to run processes and connect to databases and services. If the
environment variables are not set, the PowerCenter installer gives you the option to stop
the installation and modify the environment variables.
5. Select the option to use the Console mode installation.
The Welcome panel introduces the PowerCenter installation.
6. Press Enter.
The Configure Environment Variables panel appears.
The PowerCenter installer requires specific environment variable settings. Read the
PowerCenter environment configuration requirements and set the environment variables
before you continue with the installation. If you do not set the environment variables as
required, the PowerCenter installation may fail.
7. Enter quit to exit the installer if the required environment variables are not set.
-or-
Press Enter to continue with the installation.
The PowerCenter License Key panel appears.
8. Enter the location and file name of the PowerCenter Standard or Advanced Edition
license key.
9. Press Enter.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. On a shell command line, run install.sh located in the DVD root directory or the root
directory in the location where you downloaded the installer.
The PowerCenter installer checks the operating system and verifies that the environment
variables are correctly set. The environment variables must be specifically set to enable
the PowerCenter installer to run processes and connect to databases and services. If the
environment variables are not set, the PowerCenter installer gives you the option to stop
the installation and modify the environment variables.
5. Select the option to use the Console mode installation.
The Welcome panel introduces the PowerCenter installation.
6. Press Enter.
The Configure Environment Variables panel appears.
The PowerCenter installer requires specific environment variable settings. Read the
PowerCenter environment configuration requirements and set the environment variables
before you continue with the installation. If you do not set the environment variables as
required, the PowerCenter installation may fail.
7. Enter quit to exit the installer if the required environment variables are not set.
-or-
Press Enter to continue with the installation.
The PowerCenter License Key panel appears.
8. Enter the location and file name of the PowerCenter Standard or Advanced Edition
license key.
9. Press Enter.
The Installation Prerequisites panel displays the supported platforms and databases and
the disk space requirements. Make sure that all PowerCenter installation requirements are
met before you continue the installation.
Option Description
1 - JBoss Application You can install Data Analyzer on a new or existing instance of JBoss Application Server.
Server If you select JBoss Application Server, continue to the next step.
2 - BEA WebLogic You install Data Analyzer on an existing instance of BEA WebLogic Server. You can
Server create a new WebLogic Server domain or install Data Analyzer on an existing WebLogic
Server domain. If you select WebLogic Server, skip to step 25.
3 - IBM WebSphere You can install Data Analyzer on an existing WebSphere Application Server Network
Application Server Deployment Edition instance. If you select WebSphere Application Server Network
(Network Deployment Edition, skip to step 35.
Deployment)
4 - IBM WebSphere You can install Data Analyzer on an existing WebSphere Application Server Base
Application Server Edition instance. If you select WebSphere Application Server, skip to step 33.
(Base)
Option Description
Option Description
28. Enter the WebLogic domain name and location. If you are installing Data Analyzer on a
new WebLogic domain, continue to the next step.
If you are installing on an existing WebLogic domain, skip to step 31.
29. Press Enter.
The New WebLogic Domain Configuration panel appears.
30. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 39.
31. Press Enter.
The Existing WebLogic Server Domain Configuration panel appears.
32. Enter the account name and password for the WebLogic Administration Console for the
existing domain. Skip to step 39.
33. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
34. Enter the home directory for the WebSphere Base Server. Skip to step 37.
35. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
36. Enter the home directories for the WebSphere Base Server and the Network Deployment.
Prompt Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Data Analyzer on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Data Analyzer.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Data Analyzer.
Option Description
To use existing Data Analyzer repository content, you may need to upgrade the
repository after installation.
45. Press Enter.
46. Enter the Data Analyzer repository configuration information.
Option Description
Database user ID Name of the user account to connect to the repository database.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Log in to the machine as the system user.
3. Close all other applications before running the installation.
4. On a shell command line, run install.sh located in the DVD root directory or the root
directory in the location where you downloaded the installer.
The PowerCenter installer checks the operating system and verifies that the environment
variables are correctly set. The environment variables must be specifically set to enable
the PowerCenter installer to run processes and connect to databases and services. If the
environment variables are not set, the PowerCenter installer gives you the option to stop
the installation and modify the environment variables.
5. Select the option to use the Console mode installation.
The Welcome panel introduces the PowerCenter installation.
6. Press Enter.
The Configure Environment Variables panel appears.
The PowerCenter installer requires specific environment variable settings. Read the
PowerCenter environment configuration requirements and set the environment variables
before you continue with the installation. If you do not set the environment variables as
required, the PowerCenter installation may fail.
7. Enter quit to exit the installer if the required environment variables are not set.
-or-
If the environment variables are set, press Enter.
The PowerCenter License Key panel appears.
8. Enter the location and file name of the PowerCenter Advanced Edition license key.
9. Press Enter.
Option Description
1 - JBoss Application You can install Metadata Manager on a new or existing instance of JBoss Application
Server Server. If you select JBoss Application Server, continue to the next step.
2 - BEA WebLogic You can install Metadata Manager on an existing instance of BEA WebLogic Server. You
Server can create a new WebLogic Server domain or install Data Analyzer on an existing
WebLogic Server domain. If you select WebLogic Server, skip to step 24.
3 - IBM WebSphere You can install Metadata Manager on an existing WebSphere Application Server
Application Server Network Deployment Edition instance. If you select WebSphere Application Server
(Network Network Deployment Edition, skip to step 35.
Deployment)
4 - IBM WebSphere You can install Metadata Manager on an existing WebSphere Application Server Base
Application Server Edition instance. If you select WebSphere Application Server Base Edition, skip to
(Base) step 33.
Option Description
Option Description
28. Enter the WebLogic domain name and location. If you are installing Data Analyzer on a
new WebLogic domain, continue to the next step. If you are installing on an existing
WebLogic domain, skip to step 31.
29. Press Enter.
The New WebLogic Domain Configuration panel appears.
30. Enter the account name and password for the WebLogic Administration Console and the
listening port number for the new domain. Skip to step 39.
31. Press Enter.
The Existing WebLogic Server Domain Configuration panel appears.
32. Enter the account name and password for the WebLogic Administration Console for the
existing domain. Skip to step 39.
33. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
34. Enter the home directory for the WebSphere Base Server. Skip to step 37.
35. Press Enter.
The Existing WebSphere Application Server Directory panel appears.
36. Enter the home directories for the WebSphere Base Server and the Network Deployment.
37. Press Enter.
Prompt Description
Admin user name User name for the WebSphere Administrative Console administrator.
Server name Name of the server to run Metadata Manager on. Default is server1.
HTTP port Port number for the WebSphere Application Server server. Default is 9080.
Node name Name of the WebSphere node. This is not a PowerCenter node name. Default is machine
name.
Prompt Description
Domain name Name of the PowerCenter domain where the installer creates the Repository
Service and Integration Service for Metadata Manager.
Domain host name Host name of the gateway node for the domain.
Domain port no. Port number for the gateway node for the domain.
Domain user name User name for the administrator account in the domain.
Option Description
Prompt Description
Repository name Name for the PowerCenter repository. The name is case sensitive, must be less than 30
character and cannot contain spaces or the following characters: \/:*?<>“|
Code page Repository code page. The Repository Service uses the character set encoded in the
repository code page when it writes data to the repository. Choose a code page that is
compatible with the code page of the machine where you install PowerCenter. For more
information about code pages, see “Code Pages” on page 45.
The Integration Service created during installation uses the same code page as the
Repository Service. Verify that the code page for the Repository Service is compatible with
the machine where the services are created.
Note: The installer includes a generic list of code pages for the PowerCenter repository.
Verify that the code page you select is available on the gateway node for the domain. If you
select an existing repository, the code page must also be compatible with the repository. If
you select an invalid code page, the installation will fail.
Database user ID Name of the user account to connect to the repository database.
Database user Password for the user account to connect to the database. Use 7-bit ASCII.
Password
Connect string Appears for Oracle, SQL Server, and Sybase ASE databases only.
Native connect string to access the repository database. Use the syntax appropriate for the
selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world.
- SQL Server: Syntax is SQLServername@dbname, where SQLServername is the name of
the SQL Server instance that contains the dbname database.
- Sybase ASE: Syntax is servername@dbname, where servername is the name of the
Adaptive Server from the interfaces file.
Prompt Description
Database name Appears for DB2 database only. DB2 alias name for the repository database.
Tablespace name Appears for DB2 database only. Name of the tablespace in which to create the repository
(Optional) tables. If blank, the installation creates the repository tables in the default tablespace.
Prompt Description
Create Integration Enter Y to create an Integration Service. In a complete PowerCenter Advanced Edition
Service (Y/N) installation, the installer creates an Integration Service by default.
Service name Name of the Integration Service. The name is not case sensitive and must be unique within
the domain. The characters must be compatible with the code page of the associated
repository. The name cannot have leading or trailing spaces, include carriage returns or
tabs, exceed 79 characters, or contain the following characters: / * ? < > " |
User name User name for the database user account used for the PowerCenter repository database.
This option is available if you select an existing PowerCenter repository for Metadata
Manager.
WebSphere Configure
Security Repository Installer Action
Enabled? Authentication?
Yes Yes The installer changes the existing WebSphere Application Server Console
administrator user name to admin and the password to admin and
configures repository authentication for Metadata Manager.
No Yes The installer enables the WebSphere Application Server Console security
and sets the administrator user name to admin and the password to admin.
The installer configures repository authentication for Metadata Manager.
Option Description
To use existing Metadata Manager repository content, you may need to upgrade the
repository.
51. Press Enter.
Prompt Description
Database User ID Name of the user account to connect to the repository database.
265
Overview
When you install the PowerCenter Client, you install the following PowerCenter Client tools
and components:
♦ PowerCenter Client tools. A set of tools you can use to manage the PowerCenter
repository, mappings, and sessions.
If you install the PowerCenter Client without the Metadata Manager Client, you do not
need to log in with an administrator account.
♦ Metadata Manager Client. A set of applications you can use to configure Metadata
Manager and manage metadata.
You must log in with an administrator account when you install the Metadata Manager
Client for the installer to create the Informatica PowerCenter Metadata Manager
Scheduler service.
♦ DataDirect 5.1 ODBC drivers. Drivers designed for PowerCenter to connect the
PowerCenter Client to data sources and targets. The Metadata Manager Client uses
ODBC for connections to the Metadata Manager repository and PowerCenter repository.
♦ Java Runtime Environment. The Java transformation, PowerCenter Connect for JMS, and
PowerCenter Connect for webMethods require the JRE.
Installation Options
You can install the PowerCenter Client on a Windows machine. When you run the
PowerCenter Client installer, you can select one of the following options:
♦ Complete. Installs the PowerCenter Client and Metadata Manager Client applications on
one machine. For more information, see “Running the Complete Client Installation” on
page 267.
♦ Custom. Installs the PowerCenter Client or Metadata Manager Client applications
separately. You can install the clients on different machines. For more information, see
“Running the Custom Client Installation” on page 271.
♦ Silent. Installs the PowerCenter Client in silent mode. For more information, see
“Running a Silent Client Installation” on page 277.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Close all other applications before running the installation.
3. To run the PowerCenter Client installer from the DVD, run the installer from the
following location:
<DVD_Root>\install.exe
-or-
To run the PowerCenter Client installer if you downloaded the installer, run the installer
from the following location:
<download location>\install.exe
9. Select the code page for the machine where you are installing the Metadata Manager
Client.
10. For the Integration repository, enter the name of the PowerCenter repository for
Metadata Manager.
11. Click Next.
The Pre-Installation Summary window summarizes the installation information.
1. Verify that your environment meets the minimum system requirements, and complete
the pre-installation tasks.
For more information about preparing for the PowerCenter installation, see “Before You
Install” on page 49.
2. Close all other applications before running the installation.
3. To run the PowerCenter Client installer from the DVD, run the installer from the
following location:
<DVD_Root>\install.exe
-or-
To run the PowerCenter Client installer if you downloaded the installer, run the installer
from the following location:
<download location>\install.exe
6. To select the PowerCenter products to install, select Custom and click Next.
The PowerCenter Client Components window appears.
-or-
To install only the Metadata Manager Client, clear the PowerCenter option.
8. Click Next.
11. Enter the code page for the machine where you are installing the Metadata Manager
Client.
12. For the Integration repository, enter the name of the PowerCenter repository for
Metadata Manager.
13. Click Next.
1. If you are installing from the PowerCenter installation DVD, copy the sample installer
properties file from the DVD to the hard disk.
2. Open the installer properties file in a text editor.
3. Modify the installation properties in the properties file.
Table 10-1 describes the installation properties:
INSTALLER_UI Installation mode for the installer. Use Silent for silent mode.
CHOSEN_INSTALL_SET Installation set type. You can configure the following options:
- Complete. Install all PowerCenter Client and Metadata Manager Client
tools.
- Custom. Install only components selected in
CHOSEN_INSTALL_BUNDLE_LIST. Use Custom to install PowerCenter
Client components on different machines.
CODEPAGE Code page ID for the PowerCenter repository for Metadata Manager.
4. Save the properties file on the machine where you install the PowerCenter Client.
281
Overview
When you install PowerCenter Reports, you install the following reports on a Data Analyzer
instance:
♦ Administrative reports. A set of prepackaged administrative reports that enable system
administrators to track user activities and monitor processes.
♦ PowerCenter Repository Reports. A set of prepackaged dashboards and reports that allow
you to analyze PowerCenter repository metadata.
♦ Data Analyzer Data Profiling reports. Composite, metadata, and summary reports for a
Data Profiling warehouse.
When you install PowerCenter reports, you can use the complete installation to install
PowerCenter Reports on the same instance of Data Analyzer. You can use the custom
installation to install reports on more than one Data Analyzer instance.
Before you install the PowerCenter Reports, you must install Data Analyzer. You can install
PowerCenter Reports and then set up Data Analyzer to run the PowerCenter Reports and
create dashboards and other reports for other data sources.
After you install the Data Analyzer administrative reports, PowerCenter Repository Reports,
or Data Analyzer Data Profiling reports, you must set up data sources and a data connector in
Data Analyzer before you can run the reports.
For more information about setting up the administrative reports, see “Working with the
Data Analyzer Administrative Reports” in the Data Analyzer Administrator Guide. For more
information about setting up the PowerCenter Repository Reports, see “Setting Up the
PowerCenter Repository Reports” on page 339. For more information about setting up Data
Analyzer Data Profiling Reports, see “Setting Up the Data Analyzer Data Profiling Reports”
on page 351.
Installation Modes
You can run the PowerCenter Report installer in the following modes:
♦ Graphical user interface mode. You can install PowerCenter Reports in graphical user
interface mode on UNIX and Windows. For more information, see “Installing
PowerCenter Reports in Graphical Mode” on page 284.
♦ Console mode. You can install PowerCenter Reports in console mode on UNIX. For more
information, see “Installing PowerCenter Reports in Console Mode” on page 288.
Overview 283
Installing PowerCenter Reports in Graphical Mode
You can install PowerCenter Reports on Windows or UNIX in graphical mode.
Note: To view the status of the reports installation on UNIX in graphical mode, set the
LAX_DEBUG environment variable to YES before you proceed with the installation. The installer
progress appears in the shell command window during installation.
1. Verify that the Data Analyzer instance where you want to install the reports is running.
2. Close all other applications before running the installation.
3. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install_reports.sh at a shell command line from the
DVD root directory or the root directory in the location where you downloaded the
installer.
4. On UNIX, select the option to use the GUI mode installation.
5. On the PowerCenter main installation window, select Reports.
The Welcome window introduces the PowerCenter Reports installation.
6. Click Next.
The Important Information window displays installation prerequisites.
8. To install the complete set of PowerCenter Reports, select Complete. Skip to step 11.
To select the PowerCenter reports to install, select Custom.
9. Click Next.
The PowerCenter Report 8.1.1 Components window appears.
12. Enter the URL and administrator name and password for the Data Analyzer instance
where you want to install the reports. Verify the administrator name and password are
correct before you continue. The installer does not verify the values.
The Data Analyzer instance must be running when you install the reports.
13. Enter the type of database that the reports will use as a data source.
1. Verify that the Data Analyzer instance where you want to install the reports is running.
2. Close all other applications before running the installation.
3. On a shell command line, run install_reports.sh located in the DVD root directory or the
root directory in the hard disk location.
The Welcome panel introduces the PowerCenter installation.
4. Press Enter.
The Important Information panel displays installation prerequisites.
5. Press Enter.
The Installation Set panel displays the PowerCenter Reports installation options.
6. To install the complete set of PowerCenter Reports, press 1 and press Enter.
Skip to step 9.
7. To select the PowerCenter reports to install, press 2 and press Enter.
The PowerCenter Report Components panel appears.
You can use the custom installation to install PowerCenter reports on separate Data
Analyzer instances.
8. Enter 1 to install only Administrative Reports, enter 2 to install Repository Reports, and
enter 3 to install Data Profiling Reports. Enter 1,2,3 to install all reports.
9. Press Enter.
The Application Details panel appears.
10. Enter the URL and administrator name and password for the Data Analyzer instance
where you want to install the reports. Verify the administrator name and password are
correct before you continue. The installer does not verify the values.
The Data Analyzer instance must be running when you install the reports.
Documentation Installation
291
Overview
Informatica provides the PowerCenter Documentation DVD to install and view PowerCenter
documentation in PDF format and install online help files for the PowerCenter Client and
Administration Console.
The PowerCenter Documentation DVD includes the following components:
♦ PowerCenter documentation. PowerCenter documentation in PDF format. You can view
the documentation directly from the DVD or you can install the documentation using the
DVD. It also includes the Informatica Documentation Start Page which provides an easy
way to select and view PowerCenter documents. For more information about installing the
PowerCenter documentation, see “Installing PowerCenter Documentation” on page 293.
For more information about viewing the PowerCenter documentation, see “Viewing
PowerCenter Documentation” on page 295.
♦ Online help files. Context-sensitive online help files for the PowerCenter Client and the
PowerCenter Administration Console. The PowerCenter installer installs the online help
files when you install PowerCenter Standard or Advanced Edition. Install updated versions
of the online help files from the Documentation DVD. For more information, see
“Updating PowerCenter Online Help” on page 296.
♦ PowerCenter Web-based HTML documentation. PowerCenter documentation in HTML
format. You can install the PowerCenter documentation web-based help on a non-
Windows machine. Copy and unzip the pc_web.war file to an accessible directory. For
more information, see “Installing the PowerCenter Web-Based HTML Help” on page 297.
3. Enter the full path of the folder where you want to install the PowerCenter
documentation.
The PowerCenter documentation installer displays the following default directory:
C:\Informatica\PowerCenter8.1.1
Copy the CHM files from the Help_Files directory on the Documentation DVD to the
client\bin directory in the PowerCenter Client installation directory.
When you view online help, the client tool displays the most recent version.
1. Locate the WAR file for the Administration Console in the following location:
<DVD Root>\Help_Files\adminhelp.war
2. Copy the WAR file to the server\tomcat\webapps directory on each gateway node in the
domain.
3. Stop and restart Informatica Services on the master gateway node for the domain. For
more information, see “Starting and Stopping Informatica Services” on page 529.
4. Log in to the Administration Console and click Help in the main window.
Each node that serves as a gateway node for a domain uses a local copy of the HTML help for
the Administration Console. To view the online help on a gateway node, you must copy the
online help file to that node.
1. Locate the WAR file for PowerCenter web-based help in the following location:
<DVD Root>\Help_Files\pc_web.war
2. Copy the WAR file to any directory that you want to use.
3. Unzip the WAR file.
If you install the WAR file on a Windows machine, you can use WinZip to unzip the
files.
-or-
You can use the following Java command:
jar xf pc_web.war
4. To view the table of contents and index, double-click the index.html file.
299
Overview
Informatica includes PowerCenter utilities with the PowerCenter product. PowerCenter
utilities are customer support tools and command line programs and utilities for
PowerCenter, Data Analyzer, and Metadata Manager. You can install and run the programs
and utilities on any machine without installing PowerCenter.
The PowerCenter utilities are included in a ZIP or TAR file on the root of the PowerCenter
installation DVD or in the root directory of the location where you download the installer. To
install the utilities, unzip or untar and configure the utilities on the machine where you want
to run them.
The PowerCenter utilities include the following components:
♦ PowerCenter command line programs and utilities. Command line programs and utilities
for use with PowerCenter Services and the PowerCenter Client. For more information
about the included programs and utilities, see “PowerCenter Command Line Programs
and Utilities” on page 301.
♦ Data Analyzer utilities. Utilities for use with the Data Analyzer application. For more
information about installing and configuring the Data Analyzer utilities, see “Data
Analyzer Utilities” on page 302.
♦ Metadata Manager utilities. Utilities for use with the Metadata Manager application. For
more information about installing and configuring the Metadata Manager utilities, see
“Metadata Manager Utilities” on page 311.
Table 13-1 describes the PowerCenter command line programs and utilities:
infacmd Administer PowerCenter domains and services. Use infacmd to administer application
services and processes, the PowerCenter domain, licenses, log events, and grids. For
more information about infacmd, see “infacmd Command Reference” in the Command
Line Reference.
pmcmd Manage workflows. Use pmcmd to start, stop, schedule, and monitor workflows. For
more information about pmcmd, see “pmcmd Command Reference” in the Command
Line Reference.
pmpasswd Encrypt passwords to use with pmcmd and pmrep environment variables. For more
information about pmpasswd, see “Configuring Environment Variables” in the
Command Line Reference.
pmrep Performs repository administration tasks. Use pmrep to list repository objects, create
and edit groups, and restore and delete repositories. For more information about
pmrep, see “pmrep Command Reference” in the Command Line Reference.
pmserverexportreg Export the PowerCenter Server configuration information from the Windows registry
and create a PowerCenter Server configuration file. Use pmserverexportreg to create
configuration files for use with the Upgrade Wizard in the PowerCenter Administration
Console. For more information about pmserverexportreg, see “Backing Up and
Copying Configuration Files” on page 89.
You must configure the utilities before you run them. You configure the variables required by
the utilities in the utility script files. To configure the script files, open the files in a text editor
and modify the variable values required by the script.
Table 13-2 describes the Data Analyzer utilities included in the DataAnalyzer811 directory:
EAR Repackager Utility Unpacks and repackages the customizable files in the Data Analyzer EAR file. For
more information, see “Ear Repackager Utility” on page 302.
Import Export Utility Imports or exports Data Analyzer repository objects. For more information, see
“Import Export Utility” on page 303.
License Update Utility Updates an expired license in a Data Analyzer EAR file. For more information, see
“License Update Utility” on page 303.
PowerCenter Integration Utility Notifies Data Analyzer when a PowerCenter session completes. For more
information, see “PowerCenter Integration Utility” on page 304.
Repository Backup Utility Backs up a Data Analyzer repository to a repository backup file and recovers a
repository from a repository backup file. For more information, see “Repository
Backup Utility” on page 309.
Data Analyzer Repository Upgrades a repository from a previous version of Data Analyzer. For more
Upgrade Utility information, see “Data Analyzer Repository Upgrade Utility” on page 309.
Update System Accounts Updates the system accounts in the Data Analyzer repository. For more information,
see “Update System Accounts Utility” on page 309.
ANT_HOME Location of the ANT Java build program used by the EAR Repackager Utility.
The ANT Java build program is located in the following directory:
<PowerCenterUtilityDir>/DataAnalyzer811/
ear_repackagerutil/ant161
JAVA_HOME Location of the Java Runtime Environment. By default, the installer installs the
JRE in the following directory:
PowerCenterInstallationDir>/java
IPA_INSTANCE_NAME Name for the Data Analyzer instance on the application server. For Data
Analyzer, the value is ias.
DEFAULT_IPA_EAR_FILE_NAME Name of the Data Analyzer EAR file. For Data Analyzer, the value is ias.ear.
DEFAULT_EAR_FOLDER_NAME Folder where the Data Analyzer EAR file is located. The EAR file is located in
the following directories:
- <WebLogicInstallationDir>/user_projects/domains/<domain
name>/applications
- <WebSphereInstallationDir>/DeploymentManager/
installableApps
- <JBossInstallationDir>/server/informatica/deploy
For more information about the EAR Repackager utility, see “Accessing the Data Analyzer
EAR file” in the Data Analyzer Administrator Guide.
Table 13-4 describes the variable you must configure to run the Import Export utility:
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer
installs the JRE in the following directory:
<PowerCenterInstallationDir>/java
For more information about using the Import Export utility, see “Using the Import Export
Utility” in the Data Analyzer Administrator Guide.
For more information about using the License Update utility, see “Updating a Data Analyzer
or Metadata Manager License” on page 337.
Table 13-5 describes the variables you must configure to run the License Update utility:
EAR_LOCATION Application server directory where the EAR file for the Data Analyzer application is located.
The EAR file is located in the following directories:
- <WebLogicInstallationDir>/user_projects/domains/<domain name>/
applications
- <WebSphereInstallationDir>/DeploymentManager/installableApps
- <JBossInstallationDir>/server/informatica/deploy
EAR_FILE Name of the Data Analyzer EAR file. For Data Analyzer, the EAR file name is ias.ear.
LICENSE_LOCATION Location of the Data Analyzer license file to update the expired Data Analyzer license file.
LICENSE_FILE Name of the license file you use to update the expired Data Analyzer license file.
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the
JRE in the following directory:
<PowerCenterInstallationDir>/java
You configure the PowerCenter Integration utility depending on the application server where
you run Data Analyzer. You can run Data Analyzer on the following application servers:
♦ JBoss Application Server
♦ BEA Weblogic Server
♦ IBM WebSphere Application Server
Before you configure the PowerCenter Integration utility for Data Analyzer, you must create
an event-based schedule in Data Analyzer. After you configure the schedule, you can
configure the PowerCenter Integration utility to notify Data Analyzer when a PowerCenter
session completes, based on that schedule.
For more information about the PowerCenter Integration Utility and event-based schedules
in Data Analyzer, see “Managing Event-Based Schedules” in the Data Analyzer Administrator
Guide.
logfile.location Location of the notifyias log file for JBoss Application Server. By default, the file is
named notifyias.log and is located in the following directory:
<JBossInstallationDir>/DataAnalyzer/notifyias
java.naming.provider.url Host name and JMS Server port number for the application server instance. For
example, for JBoss Application Server running on host calvin with the default value for
the JMS Server port, enter the following value:
jnp://calvin:1099
4. Open notifyias.bat or notifyias.sh in a text editor and change the values for the following
variables:
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer
installs the JRE in the following directory:
<PowerCenterInstallationDir>/java
NOTIFYIAS_HOME Directory for the PowerCenter Integration Utility. Use the directory where the
notifyias.bat or notifyias.sh file you modify is located.
5. Enter one of the following commands at a command prompt or shell command line,
where <event name> is the name of the event-based schedule you created in Data
Analyzer:
On UNIX, enter the following command:
sh notifyias.sh <event name>
-or-
On Windows, enter the following command:
notifyias <event name>
logfile.location Location of the notifyias log file for WebLogic Server. By default, the file is named
notifyias.log and is located in the following directory:
<PowerCenterInstallationDir>/DataAnalyzer/notifyias
java.naming.provider.url Host name and JMS Server port number for the application server instance. For
example, for WebLogic Server running on host calvin with the default value for the
JMS Server port, enter the following value:
t3://calvin:7001
4. Open notifyias.bat or notifyias.sh in a text editor and change the values for the following
variables:
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer
installs the JRE in the following directory:
<PowerCenterInstallationDir>\java
NOTIFYIAS_HOME Directory for the PowerCenter Integration Utility. Use the directory where the
notifyias.bat or notifyias.sh file you modify is located.
JAVA_CLASS_PATH Replace the value WEBLOGIC_HOME with the WebLogic Server home directory. For
example, enter the following value:
C:\bea\weblogic81
URL URL for the WebLogic Server instance. For example, for a WebLogic Server running
on host calvin, enter the following value:
t3://calvin:7001
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer
installs the JRE in the following directory:
<PowerCenterInstallationDir>/java
NOTIFYIAS_HOME Directory for the PowerCenter Integration Utility. Use the directory where the
notifyias.bat or notifyias.sh file you modify is located.
-or-
On Windows, enter the following command:
notifyias <event name>
logfile.location Location of the notifyias log file for WebSphere Application Server. By default, the file
is named notifyias.log and is located in the following directory:
<PowerCenterInstallationDir>/DataAnalyzer/notifyias
java.naming.provider.url Host name and JMS Server port number for the application server instance. For
example, for WebSphere Application Server running on host calvin with the default
value for the JMS Server port, enter the following value:
iiop://calvin:2809
COMPUTERNAME Host name of the machine where WebSphere Application Server runs.
DEFAULTSERVERNAME Fully qualified host name of the machine where WebSphere Application Server
runs. For example, <machine name>.<domain name>.com
JAVA_JDK Java Development Kit (JDK) directory location for WebSphere Application Server.
By default, the JDK is located in the following directory locations:
- <WebSphere installation directory>\DeploymentManager\java
- <WebSphere installation directory>\AppServer\java
NOTIFYIAS_HOME Directory for the PowerCenter Integration Utility. Use the directory where the
notifyias.bat or notifyias.sh file you modify is located.
BOOTSTRAP_HOST Host name of the machine where WebSphere Application Server runs.
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer
installs the JRE in the following directory:
<PowerCenterInstallationDir>\java
NOTIFYIAS_HOME Directory for the PowerCenter Integration Utility. Use the directory where the
notifyias.bat or notifyias.sh file you modify is located.
-or-
On Windows, enter the following command:
notifyias <event name>
Table 13-6 describes the variable you must configure to run the Repository Backup utility:
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the JRE in
the following directory:
<PowerCenterInstallationDir>/java
For more information about the Repository Backup Utility, see “Using the Command Line
Repository Backup Utility” in the Data Analyzer Administrator Guide.
Table 13-7 describes the variables you must configure to run the Repository Upgrade Utility:
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the JRE in
the following directory:
<PowerCenterInstallationDir>/java
DOMAIN_PATH Domain path for the application server instance. The domain path depends on the application
server where Data Analyzer runs.
For more information about the Repository Upgrade utility, see “Run the Repository Upgrade
Utility” on page 433.
Table 13-8 describes the variables you must configure to run the Update System Accounts
Utility:
DBUSER Administrator user name for the Data Analyzer repository database.
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the JRE in
the following directory:
<PowerCenterInstallationDir>/java
* For more information about the JDBC drivers and URL for the Data Analyzer repository database, see “JDBC Drivers” on page 553.
For more information about the Update System Accounts utility, see “Working with System
User Accounts” in the Data Analyzer Administrator Guide.
You must configure the utilities before you run them. You configure the variables required by
the utilities in the utility script files. To configure the script files, open the files in a text editor
and modify the variables values required by the script.
Table 13-9 describes the Metadata Manager utilities included in the MetadataManager811
directory:
EAR Repackager Utility Unpacks and repackages the customizable files in the Metadata Manager EAR file.
For more information, see “Ear Repackager Utility” on page 311.
License Update Utility Updates an expired license in a Metadata Manager EAR file. For more information,
see “License Update Utility” on page 312.
Repository Backup Utility Backs up a Metadata Manager repository to a repository backup file and recovers a
repository from a repository backup file. For more information, see “Repository
Backup Utility” on page 313.
Update System Accounts Updates the system accounts in the Metadata Manager repository. For more
information, see “Update System Accounts Utility” on page 313.
Metadata Manager Repository Upgrades a repository from a previous version of Metadata Manager. For more
Upgrade Utility information, see “Upgrading Metadata Manager” on page 441.
ANT_HOME Location of the ANT Java build program used by the EAR Repackager Utility.
The ANT Java build program is located in the following directory
<PowerCenterUtilityDir>/MetadataManager811/
ear_repackagerutil/ant161
JAVA_HOME Location of the Java Runtime Environment. By default, the installer installs the
JRE in the following directory:
<PowerCenterInstallationDir>/java
IPA_INSTANCE_NAME Name for the Metadata Manager instance on the application server. For
Metadata Manager, the value is imm.
DEFAULT_IPA_EAR_FILE_NAME Name of the Metadata Manager EAR file. For Metadata Manager, the value is
imm.ear.
DEFAULT_EAR_FOLDER_NAME Folder where the Metadata ManagerEAR file is located. The EAR file is located
in the following directories:
- <WebLogicInstallationDir>/user_projects/domains/<domain
name>/applications
- <WebSphereInstallationDir>/DeploymentManager/
installableApps
- <JBossInstallationDir>/server/informatica/deploy
For more information about the EAR Repackager utility, see “Metadata Manager Utilities” in
the Metadata Manager Administrator Guide.
Table 13-11 describes the variables you must configure to run the License Update utility:
EAR_LOCATION Application server directory where the EAR file for the Metadata Manager application is
located. The EAR file is located in the following directories:
- <WebLogicInstallationDir>/user_projects/domains/<domain name>/
applications
- <WebSphereInstallationDir>/DeploymentManager/installableApps
- <JBossInstallationDir>/server/informatica/deploy
EAR_FILE Name of the Metadata Manager EAR file. For Metadata Manager, the EAR file name is
imm.ear.
LICENSE_LOCATION Location of the Metadata Manager license file you want to use to update the expired
Metadata Manager license file.
LICENSE_FILE Name of the license file you use to update the expired Metadata Manager license file.
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the
JRE in the following directory:
<PowerCenterInstallationDir>/java
For more information about using the License Update utility, see “Updating a Data Analyzer
or Metadata Manager License” on page 337.
Table 13-12 describes the variables you must configure to run the Repository Backup utility:
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the JRE in
the following directory:
<PowerCenterInstallationDir>/java
For more information about the Repository Backup Utility, see “Metadata Manager Utilities”
in the Metadata Manager Administrator Guide.
For more information about the Update System Accounts utility, see “Metadata Manager
Utilities” in the Metadata Manager Administrator Guide.
DBUSER Administrator user name for the Metadata Manager repository database.
JAVA_HOME Location of the Java Runtime Environment. By default, the PowerCenter installer installs the JRE in
the following directory:
<PowerCenterInstallationDir>/java
* For more information about the JDBC drivers and URL for the Metadata Manager repository database, see “JDBC Drivers” on page 553.
Informatica Development
Platform Installation
This chapter includes the following topics:
♦ Overview, 316
♦ Installing the Informatica Development Platform, 317
♦ Installation Directories, 321
315
Overview
The Informatica Development Platform provides the following PowerCenter application
programming interfaces (API) and software development kits (SDK):
♦ Custom Function SDK. Provides an interface that allows you to develop functions written
in C and integrate them into PowerCenter. For more information about the Custom
Function SDK, see “Creating Custom Functions” in the PowerCenter Transformation
Language Reference.
♦ Load Manager API (C). Provides a set of interfaces that allows you to write a C
application that accesses the Integration Service and issues commands related to
Integration Service administration, workflow, task, reporting, and log requests.
♦ Load Manager API (Java). Provides a set of interfaces that allows you to write a Java
application to issue commands to the Integration Service to administer the Integration
Service and manage workflow, task, reporting, and log requests. For more information
about the Java Load Manager API, see Getting Started with the Java Load Manager SDK.
♦ Mapping API (Java). Provides a set of interfaces that allows you to generate PowerCenter
XML documents containing mappings, sessions, and workflows.
♦ Metadata Exchange SDK. Provides a set of COM-based APIs for exchanging metadata
with the PowerCenter repository. For more information about the Metadata Exchange
SDK, see the PowerCenter Metadata Exchange SDK Guide.
♦ PowerCenter Connect SDK. Provides a set of interfaces that allows you to create plug-ins
for PowerCenter to extend its functionality. For more information about the PowerCenter
Connect SDK, see the PowerCenter Connect SDK Developer Guide.
♦ Session Log API. Provides an interface that allows you write your own modules to handle
the session log output for PowerCenter.
♦ Transformation SDK. Provides an interface that allows you to create custom
transformations that call procedures outside of PowerCenter. For more information about
the Transformation SDK, see “Custom Transformation” in the Transformation Guide.
1. To start the installer on Windows, insert the DVD into the DVD drive. If the installer
does not start or if you are installing PowerCenter from a hard disk, run install.exe from
the DVD root directory or the root directory in the location where you downloaded the
installer.
-or-
To start the installer on UNIX, run install.sh at a shell command line from the DVD root
directory or the root directory in the location where you downloaded the installer.
The Welcome window introduces the Informatica Development Platform installation.
2. Click Next.
The License Agreement window displays license agreement for the use of the SDKs. You
must accept the license agreement to be able to continue.
3. Select I accept the terms of the license agreement option and click Next.
The Installation Set window displays the installation options.
9. Click Next.
The Pre-Installation Summary window summarizes the installation information.
Name Directory
323
Overview
After you install PowerCenter, you must configure PowerCenter components. The tasks you
must complete depend on he PowerCenter components you install.
Configure the following PowerCenter components after you install PowerCenter:
♦ Informatica Services. Informatica runs as a service on Windows. You can configure the
service to start when the operating system starts, configure the service to automatically
restart if the service fails, and configure the user account that logs on to the service. For
more information, see “Configuring Informatica Services” on page 325.
♦ Application services. Configure application service properties if the installer could not
create or enable a Repository Service during installation or you want to configure
additional properties. For more information about configuring application service during
or after installation, see “Configuring Application Services” on page 328.
♦ Metadata Manager Scheduler service. Configure the Metadata Manager Scheduler service
properties if you want to run the Business Objects XConnect on a schedule. For more
information about configuring the Metadata Manager Scheduler service, see “Configuring
the Metadata Manager Scheduler Service” on page 330.
♦ Data Profiling. Create the Data Profiling warehouse. For more information, see “Creating
a Data Profiling Warehouse” on page 331.
♦ PowerCenter Integration Utility. If you run Data Analyzer on IBM WebSphere
Application Server, you must configure the PowerCenter Integration Utility client resource
(notifyias.ear). For more information, see “Configuring the PowerCenter Integration
Utility for WebSphere” on page 334.
♦ Data Analyzer and Metadata Manager licenses. You can use the License Update utility to
update an expired Data Analyzer or Metadata Manager license. For more information
about updating a license, see “Updating a Data Analyzer or Metadata Manager License” on
page 337.
♦ Microsoft SQL Server for a Data Analyzer repository. If you use a Microsoft SQL Server
database for the Data Analyzer repository, you must configure JDBC distributed
transaction support in the repository database. For more information, see “Configuring
Microsoft SQL Server for a Data Analyzer Repository” on page 338.
♦ PowerCenter Repository Reports. If you installed PowerCenter Repository Reports, you
can set up the reports in Data Analyzer. For more information, see “Setting Up the
PowerCenter Repository Reports” on page 339.
♦ Data Profiling reports. If you installed Data Analyzer Data Profiling reports, you can set
up the reports in Data Analyzer. For more information, see “Setting Up the Data Analyzer
Data Profiling Reports” on page 351.
♦ INFA_HOME. Configure INFA_HOME to the location of the PowerCenter Services
installation directory or the directory where the installed PowerCenter Services files are
located. For more information, see “Configuring INFA_HOME” on page 357.
The installer installs and starts Informatica Services. Informatica Services starts the Service
Manager for a node. The Service Manager runs within Informatica Services. Informatica
Services runs as a service on Windows and as a daemon on UNIX. The Service Manager runs
application services on a node.
You can configure the Informatica Services service on Windows. You can configure the service
behavior when the operating system starts or when the service fails, and configure the user
account that logs on to the service. For more information about starting and Stopping
Informatica Services, see “Starting and Stopping Informatica Services” on page 529.
The PowerCenter installer can install the Informatica Services service on the Local System
account on Windows. If you store files on a network drive, use a system account instead of the
Local System account to run Informatica Services. If you want to use the Local System
account, make sure the user starting Informatica Services has access to the network location.
If you configure shared storage on a network drive to store files used by the domain or the
application services that run on the domain, the user account that runs Informatica Services
must have access to the shared location. If the user account used to start Informatica Services
cannot access the shared storage location, service processes on the node fail or the node or
domain will not start.
Note: If you configure a system user account, the user account must have the Act as operating
system permission. For more information, see the Windows documentation.
You can create and configure application services in a PowerCenter domain during or after
installation. You may need to configure application services during installation if the
application service was not enabled during installation. You may need to create and configure
application services after installation if you require additional application services in the
domain. You use the Administration Console to configure application services.
You can create and configure the following application services during or after installation:
♦ Repository Service. Create or configure a Repository Service for a PowerCenter repository.
For more information about why you might need to create or configure a Repository
Service, see “Creating and Configuring the Repository Service” on page 328.
♦ Integration Service. Create or configure an Integration Service for an associated
Repository Service. For more information about why you might need to create or
configure an Integration Service, see “Creating and Configuring the Integration Service”
on page 329.
After you install or upgrade Metadata Manager Client, you must configure the Informatica
PowerCenter Metadata Manager Scheduler service to interact with the desktop if you want to
run the Business Objects XConnect on a schedule.
Create a Data Profiling warehouse for each PowerCenter repository in which you want to
store data profiles. You can create a Data Profiling warehouse on any relational database that
PowerCenter supports as a source and target database. You can also create the Data Profiling
warehouse on the same database instance as the PowerCenter repository.
Complete the following steps to create the Data Profiling warehouse:
1. Run scripts to create the Data Profiling warehouse.
2. Create the Data Profiling warehouse views for Data Analyzer (Optional).
3. Configure connectivity to the Data Profiling warehouse.
4. Configure a data source and data connector for Data Analyzer (Optional).
Table 15-1 shows the script you must run for each database type:
IBM DB2 UDB create_schema_db2.sql Connect to DB2. Enter the following command from the command line:
db2 -tvf create_schema_db2.sql
Microsoft SQL create_schema_sql.sql Open Query Analyzer. Run the create_schema_sql.sql script.
Server Note: Use Query Analyzer rather than isql to run the script. Otherwise,
the script may not run successfully.
Oracle create_schema_ora.sql Run the following command from the command line:
sqlplus <user name>/<password>@<database
server> @create_schema_ora.sql
Sybase ASE create_schema_syb.sql Run the following command from the command line:
isql -U <user name> -P <password> -S <database
server> -i create_schema_syb.sql
Teradata create_schema_ter.sql Open Teradata SQL Assistant. Open the file create_schema_ter.sql and
click Execute. You can also run the script from BTEQWin.
Do not use the Execute Parallel option in Teradata Client 6.2 as this
option produces errors and the Data Profiling warehouse creation fails.
Table 15-2 shows the script you must run for each target database type:
Table 15-2. Scripts for Creating the Data Profiling Warehouse Views
Database Type Script To create the Data Profiling warehouse views for Data Analyzer...
IBM DB2 UDB upgrade_05_db2.sql Connect to DB2. Enter the following command from the command line:
db2 -tvf upgrade_05_db2.sql
Microsoft SQL upgrade_05_sql.sql Open Query Analyzer. Run the upgrade_05_sql.sql script.
Server Note: Use Query Analyzer rather than isql to run the script. Otherwise, the
script may not run successfully.
Oracle upgrade_05_ora.sql Run the following command from the command line:
sqlplus <user name>/<password>@<database
server> @upgrade_05_ora.sql
Sybase ASE upgrade_05_syb.sql Run the following command from the command line:
isql -U <user name> -P <password> -S <database server>
-i upgrade_05_syb.sql
Teradata upgrade_05_ter.sql Open Teradata SQL Assistant. Open the file upgrade_05_ter.sql and click
Execute. You can also run the script from BTEQWin.
Do not use the Execute Parallel option in Teradata Client 6.2. This option
produces errors and the Data Profiling warehouse creation fails.
If you run Data Analyzer on IBM WebSphere Application Server, you must configure the
PowerCenter Integration Utility client resource (notifyias.ear). Use the IBM WebSphere
Application Server utility called Application Client Resource Configuration Tool to configure
the notifyias.ear file. After you configure the notifyias.ear, you must also update the
notifyias.properties file.
To configure the PowerCenter Integration Utility for Data Analyzer running on IBM
WebSphere Application Server, complete the following steps:
1. Configure the notifyias.ear file.
2. Update the notifyias.properties file.
To configure notifyias.ear:
9. In the Provider URL property, enter the IBM WebSphere Application Server host name
and JMS server port number.
The machine that hosts Data Analyzer also hosts IBM WebSphere Application Server.
The host name must start with iiop://. The JMS server uses the default port number
9810 to communicate with the PowerCenter Integration Service.
For example, if the Data Analyzer host name is sculder.mully.com and the JMS server
uses the default port, enter the following host name and port:
iiop://sculder.mully.com:9810
4. Set the provider URL property to the IBM WebSphere Application Server host name:
iiop://<WASHostName>:<JMSPortNumber>
The machine that hosts Data Analyzer also hosts IBM WebSphere Application Server.
The host name must start with iiop://. The JMS server uses the default port number
9810 to communicate with the PowerCenter Integration Service.
The value of the provider URL property in the notifyias.properties file must match the
value of the Provider URL property in the notifyias.ear file. For more information, see
step 9 in “Step 1. Configure the notifyias.ear File” on page 334.
5. Save and close the notifyias.properties file.
You can use the License Update utility to update the license for Data Analyzer or Metadata
Manager. For example, if the Data Analyzer or Metadata Manager license expires, you can use
the utility to add a new license key.
When you install Data Analyzer or Metadata Manager, the PowerCenter installer adds the
license key to the appropriate EAR file. There is a separate EAR file for Data Analyzer and
Metadata Manager. The EAR file must contain a valid license key file for you to run Data
Analyzer or Metadata Manager.
To update a license, copy the license key file to the License Upgrade utility directory and run
the utility. On Windows, run the License Update utility from the command line. On UNIX,
run the License Update utility as a shell script.
1. Copy the new license key file to the License Update utility directory.
Copy the file to the appropriate directory:
Data Analyzer requires JDBC distributed transaction support in the repository database.
When you use Microsoft SQL Server 2000 or 2005 with Data Analyzer, you must configure
distributed transaction support in Microsoft SQL Server. To configure distributed transaction
support on Microsoft SQL Server, you install JDBC XA stored procedures.
Complete the following steps to install JDBC XA stored procedures on Microsoft SQL Server:
1. Back up the master database for the Microsoft SQL Server instance.
2. Copy sqljdbc.dll to the <Microsoft SQL Server installation directory>\Binn directory
from the <PowerCenter installation directory>\DataAnalyzer\SQLServerJTA directory.
3. Use the following command to run instjdbc.sql:
isql
-U <database administrator name>
-P <administrator password>
-S <SQL Server name>
-i <PowerCenter installation
directory>\DataAnalyzer\SQLServerJTA\instjdbc.sql
The script generates a large amount of messages. View the messages for errors generated by
the script to troubleshoot issues with the installation. The script may fail if there is
insufficient space in the master database to store the procedures or log changes to the existing
procedures.
1. In Data Analyzer, click Administration > Schema Design > Data Sources.
2. On the Data Source page, click Add.
Required/
Property Description
Optional
System Name Required Name of the data source must be unique. The system name can
include any character except a space, tab, newline character, and the
following special characters:
\/:*?“<>|‘&[]
Description Optional Description for the data source. Maximum length for the description of
the data source is 255 characters.
Server Type Required Database type of the PowerCenter repository. You can run
PowerCenter Repository Reports on the following databases:
- Oracle
- Microsoft SQL Server
- IBM DB2
Select the database for the PowerCenter repository you want to report
on.
Driver Name Required JDBC driver name. Data Analyzer supplies the driver name for the
selected database drivers.
JDBC Connection String Required JDBC driver connection string. Data Analyzer supplies the connection
string syntax for the selected database driver. The connection string
requires the JDBC driver URL and database server information. Enter
the host name, port, and database information for the PowerCenter
repository database.
User Name Required User name to connect to the PowerCenter repository database.
Password Required Password for the user name to connect to the PowerCenter repository
database.
Test Table Required Table used to test the connection between Data Analyzer and the
PowerCenter repository. When you select the server type, Data
Analyzer supplies the table name. To use another table to test the
connection, enter a table name. Select a small table to test the
connection to avoid a performance impact at run time.
1. In Data Analyzer, click Administration > Schema Design > Data Connectors.
The list of data connectors defined in the repository appears in the task area. The list is
empty if no data connectors have been defined.
2. Click Add.
The Data Connector page appears.
1. In Data Analyzer, click Administration > Schema Design > Data Connectors.
The list of data connectors defined in the repository appears in the task area.
2. Click the name of the system data connector or the data connector you want to use for
PowerCenter Repository Reports.
The Data Connector page displays the data sources included in the data connector.
5. Add the JDBC data source that you created in “Step 1. Create a Data Source” on
page 339.
6. In the Available Schemas list, select the following schemas:
♦ DEPLOYMENT
♦ LABEL
♦ MAPPING
♦ MAPPLET
♦ METADATA
♦ SECURITY
♦ SESSION
♦ SOURCE
♦ TARGET
♦ TRANSFORM
♦ VERSION
♦ WORKFLOW
♦ WORKLET
7. Click Add >> to move the schemas to the Selected Schemas list.
8. Click Add.
Data Analyzer adds the JDBC data source to the data connector and displays it in the list
of additional schema mappings.
9. Click OK.
If you add the data source for PowerCenter Repository Reports to the system data
connector, you cannot edit the list of users who can use the data connector.
Average Load Times (Last Month) Operations > Session Execution Monthly
Failed Session Statistics (Started Today) Operations > Session Execution Hourly
Invalid Mapping Statistics by Folder PowerCenter Objects > Mappings Midnight Daily
Sessions with Rejected Rows (Yesterday) Operations > Session Execution Midnight Daily
Top 10 Sessions with Rejected Rows (Yesterday) Operations > Session Execution Midnight Daily
4. Click Edit.
The report appears in the Create Report Wizard.
5. Click Publish.
Select a schedule.
For a list of the cached reports and their assigned schedules, see Table 15-3 on page 345.
7. Click Save to save the report.
8. Click Close after Data Analyzer displays the following message:
The report has been saved successfully.
9. Repeat steps 3 to 8 to associate all other PowerCenter Repository Reports cached reports
to specific schedules.
You might want to review the properties of the cached reports listed in Table 15-3 on
page 345 to verify that the correct schedule has been added to each report.
Starting Schedules
PowerCenter Repository Reports provides several schedules to run reports. These schedules
run cached reports at regular intervals. After you attach the cached reports to schedules, start
the schedules to generate the cached reports.
Data Analyzer caches the results for the reports when the schedules run. You can open the
report to view the cached data. If you want to update report results before the next scheduled
run, manually start the schedule again.
2. Click Run Now for the schedule that you want to start.
For example, to start the Midnight Daily schedule, click Run Now next to the Midnight
Daily schedule.
Data Analyzer adds the reports in the schedule to the queue and then runs the scheduled
reports.
3. Click OK to clear the acknowledgement message.
After you run the scheduled reports, click Dashboards to view the report indicators and
access the reports on the dashboards.
For more information about deleting global variables, see “Working with Global
Variables” in the Data Analyzer Schema Designer Guide. For more information about
importing global variables, see “Importing Objects to the Repository” in the Data
Analyzer Administrator Guide.
Use this procedure when you run the PowerCenter Repository Reports on a new PowerCenter
repository. If you already have a data source for a repository, you only need to modify the data
connector. If the PowerCenter repositories are of the same database type, you do not need to
update the global variables.
If you want to view Data Profiling reports with Data Analyzer, you must install and configure
Data Analyzer. You must be a Data Analyzer user with a System Administrator role to set up
the Data Profiling reports.
To install Data Analyzer Data Profiling reports, complete the following steps:
1. Configure a data source for the Data Profiling warehouse in Data Analyzer. Configure a
data source for each Data Profiling warehouse that contains profiling data for which you
want to view Data Analyzer Data Profiling reports.
2. Create a data connector in Data Analyzer. If you do not have a data connector, you must
create one. When you create the data connector, add the Data Profiling warehouse data
source to the data connector. If you create a data connector, you can skip the next step.
3. Add the Data Profiling warehouse data source to a data connector in Data Analyzer. If
you already have a data connector, add the Data Profiling warehouse data source to the
data connector. If you recently created a data connector, you should have already added
the Data Profiling warehouse data source to the data connector.
1. In Data Analyzer, click Administration > Schema Design > Data Sources.
2. On the Data Sources page, click Add.
5. Customize the JDBC connection string with the information for the warehouse.
6. Enter the user name and password to connect to the warehouse.
7. Test the connection.
If the connection fails, verify that the warehouse information is correct. Consult your
database administrator if necessary.
8. Click OK to save the data source.
For more information about Data Analyzer data sources, see the Data Analyzer Administrator
Guide.
2. Click Add.
The Data Connector page appears.
Required/
Property Description
Optional
System Name Required Name of the data connector. The data connector name must be unique.
The system name can include any character except a space, tab, newline
character, and the following special characters:
\ / : * ? “ < > | ‘ &
Description Optional Description for the data connector. The connector description can be
between 1 and 255 characters.
Primary Data Source Required Primary data source from the list of data sources available in Data
Analyzer. Data Analyzer uses this data source to connect to the Data
Profiling warehouse and read the metric and attribute data for a report. For
information about how Data Analyzer connects to the primary and
additional data sources, see the Data Analyzer Administrator Guide.
Required/
Property Description
Optional
Primary Time Optional This option does not apply to Data Profiling reports.
Dimension
Additional Schema Optional This option does not apply to Data Profiling reports.
Mappings
To add the Data Profiling warehouse data source to the system data connector:
5. In the Available Schemas section, select the Data Profiling schemas you want to add and
click Add >>.
6. Click Add.
7. Click OK.
You can now run Data Profiling reports using the system data connector.
Troubleshooting a
PowerCenter Installation
This chapter includes the following topics:
♦ Overview, 360
♦ Installer Log Files, 362
♦ Troubleshooting Domains and Nodes, 366
♦ Troubleshooting Application Services, 369
♦ Troubleshooting Data Analyzer and Metadata Manager, 372
♦ Troubleshooting Application Servers, 373
♦ Troubleshooting the PowerCenter Client, 376
♦ Installer Error Messages, 377
359
Overview
The installer configures and starts PowerCenter components, configures the Data Analyzer
and Metadata Manager applications, and starts the application server.
The installer collects information about the PowerCenter components you want to install,
such as the installation directory, license keys, and application server. It copies the
PowerCenter product files to the installation directory.
After the installer copies the files to the installation directory, you configure the PowerCenter
components. The installer may generate errors or warnings based on what you install:
♦ Domain and nodes. The installer creates a domain and gateway node or creates a node and
adds it to a domain. It also starts Informatica Services on a node and adds or updates
license objects in the domain. For more information about troubleshooting domain and
node creation, see “Troubleshooting Domains and Nodes” on page 366.
♦ Application services. The installer creates and enables a Repository Service and
Integration Service during installation. It also creates the content for a PowerCenter
repository or restores the content for the PowerCenter repository for Metadata Manager.
For more information about troubleshooting creation of Repository Services and
Integration Services, see “Troubleshooting Application Services” on page 369.
♦ Data Analyzer and Metadata Manager repositories. If you use a new Data Analyzer or
Metadata Manager repository, the installer creates the repository. It also switches the
database connection in the PowerCenter repository for Metadata Manager. For more
information about troubleshooting creation of the repositories for Data Analyzer and
Metadata Manager, see “Troubleshooting Data Analyzer and Metadata Manager” on
page 372.
♦ Data Analyzer and Metadata Manager applications. The installer deploys the Data
Analyzer and Metadata Manager applications on JBoss Application Server, BEA WebLogic
Server, or IBM WebSphere Application Server. The installer installs and configures Data
Analyzer and Metadata Manager and configures and starts the application server. For more
information about troubleshooting errors during deployment of Data Analyzer and
Metadata Manager on an application server, see “Troubleshooting Application Servers” on
page 373.
♦ PowerCenter Client. You may encounter errors when installing the PowerCenter Client.
For more information about troubleshooting errors during the PowerCenter Client
installation, see “Troubleshooting the PowerCenter Client” on page 376.
Note: Use the information in this chapter to get more information about the installation
process and the cause and resolution of errors that occur during the installation of
PowerCenter. The examples included in this chapter are intended to illustrate general
troubleshooting strategies and are not a comprehensive list of possible causes of installation
issues.
For more information about the error messages generated by the installer, see “Installer Error
Messages” on page 377.
Overview 361
Installer Log Files
You can use the following log files to troubleshoot a PowerCenter installation:
♦ Installation log files. Includes debug, summary, and installation log files. For more
information, see “Installation Log Files” on page 362.
♦ Service Manager log files. Log files for the start up of the Service Manager for a node. For
more information, see “Service Manager Log Files” on page 364.
♦ Services log files. Log events for a PowerCenter domain and application services in a
domain. For more information, see “Services Log Events” on page 365.
Property Description
Location Installation directory. The PowerCenter Reports installation debug is generated in the root directory
on Windows and in the user home directory on UNIX.
Usage Get more information about the actions performed by the installer and get more information about
installation errors. The installer writes information to this file during the installation. If the installer
generates an error, you can use this log to troubleshoot the error.
Contents Detailed summary of each action performed by the installer, the information you entered in the
installer, each command line command used by the installer, and the error code returned by the
command.
The installer uses the PowerCenter infacmd and infasetup commands to create the domain and
node and create and start application services. It uses pmrep commands to create the
PowerCenter repository database tables and create and switch the database connection in the
Property Description
Usage Determine the status of the installation and the installed components. Get more information about
properties for the installed components.
Contents Installation status, date, installation set, installation directory, shortcut folder, configuration
properties (including URLs, user names and passwords), and component status.
Property Description
Usage Get information about files installed and registry entries created.
Contents Directories created, names of the files installed and commands run, and status for each installed file.
Adding a License
The installer runs the infacmd AddLicense command to read the PowerCenter license key file
and create a license object in the domain. A valid license object must exist in the domain to
enable the Repository Service and Integration Service.
If you use an incremental license and join a domain, the serial number of the incremental
license must match the serial number for an existing license object in the domain. If the serial
numbers do not match, the AddLicense command fails.
You can get more information about the contents of the license key file used for installation,
including serial number, version, expiration date, operating systems, and PowerCenter and
connectivity options in the installation debug log. You can get more information about
existing licenses for the domain in the Administration Console.
For more information about licenses and license objects, see “Managing Licenses” in the
Administrator Guide.
Switching Connections
The installer runs the pmrep DeleteConnection, CreateConnection, and SwitchConnection
commands to delete the existing database connection object from the PowerCenter repository,
create a new database connection object, and switch it with the existing database connection
in the PowerCenter repository.
For more information about creating, deleting, and switching connections with pmrep, see the
PowerCenter Command Line Reference.
On Windows, I installed a second instance of JBoss Application Server using the installer. I
used different port numbers than the first instance, but now I cannot start the first instance.
The installer installs the JBoss Application Server service with the following name:
Informatica_811_Jboss_<ServerConfigurationName>
The installer removes any existing JBoss Application Server service and creates a new service
with the new JBoss Application Server installation path. Therefore, the Windows service for
the first JBoss Application Server instance does not exist after installation.
To run two JBoss Application Server instances on a Windows machine, you must start the
instance not associated with the JBoss Application Server service from the command line. For
more information about starting JBoss Application Server from the command line, see
“Starting and Stopping Applications on JBoss Application Server” on page 537.
1. Verify that the port numbers for JBoss Application Server are not used by any other JBoss
Application Server or other application. The installation debug log file contains a list of
the JBoss Application Server ports configured during installation.
If you find a conflict, you must reconfigure the ports. For more information about
configuring JBoss Application Server ports, see the JBoss documentation.
2. Verify that JBoss Application Server is running.
On UNIX, verify the following process is running:
/bin/sh run.sh -c informatica
WebLogic Server
To troubleshoot issues with WebLogic Server, use the error messages from the installer, the
installation debug log file, and the WebLogic Administration Console to troubleshoot errors.
During the installation, you may encounter errors if the installer cannot install or configure
Data Analyzer or Metadata Manager, if WebLogic Server does not start, or if the Data
Analyzer or Metadata Manager applications do not start.
After you correct any errors, restart WebLogic Server. For more information, see “Starting and
Stopping Applications on BEA WebLogic Server” on page 540.
After WebLogic Server starts, use the domain and server logs in the WebLogic Administration
Console to troubleshoot issues with Data Analyzer and Metadata Manager. For more
information about domain and server logs, see the BEA WebLogic Server documentation.
Note: The name of the default server for WebSphere Application Server is server1.
You can manually start WebSphere Application Server and deploy Data Analyzer or Metadata
Manager. For more information about starting WebSphere Application Server, see “Starting
and Stopping Applications on IBM WebSphere Application Server” on page 542.
The message indicates the installation succeeded. You must restart the machine after the
installation completes.
The messages in the installation debug log indicated that the installer could not remove the
Metadata Manager Client service, but the Metadata Manager Client was not installed on the
machine.
The installation debug log file for the PowerCenter Client installation may contain errors
related to the installation of Windows services for the Metadata Manager Client. The installer
first removes the existing services. If no service exists, the installer may report an error. You
can ignore this error.
I installed the PowerCenter Client, but PowerCenter Data Stencil does not appear in the
Windows Start menu, and the MappingTemplate folder in the client directory is empty.
You must have the correct version and service pack level of the Microsoft .NET Framework
for PowerCenter Data Stencil to install properly.
Uninstall the PowerCenter Client, install the correct version of the Microsoft .NET
Framework, and reinstall the PowerCenter Client. For more information about the correct
version of the Microsoft .NET Framework, see “Third-Party Software” on page 43.
Uninstalling PowerCenter
385
Overview
When you install PowerCenter Standard Edition or Advanced Edition, the installer creates an
uninstaller. The uninstaller keeps a record of all the files copied to the installation directory.
To uninstall PowerCenter and PowerCenter components, run the uninstaller created by the
installer. On UNIX, run the uninstaller from the command line. On Windows, run the
uninstaller from the Windows Start Menu.
When you run the uninstaller, the uninstaller deletes the PowerCenter files and clears all
configuration. The uninstallation process does not delete files that are not installed by the
installer. For example, the configuration process that happens as part of the installation may
create temporary directories. The uninstaller does not keep a record of these directories and
therefore cannot delete them. You must manually delete these directories for a clean
uninstallation.
When you uninstall a specific PowerCenter component, the uninstaller deletes the files for the
product component. It does not delete files for the other installed PowerCenter components.
The uninstaller allows you to select the component you want to uninstall. You do not need to
uninstall all components at one time. After you run the uninstaller, it keeps a record of the
components that remain installed. The next time you run the uninstaller, the components
that remain installed are available for uninstallation.
Overview 387
Running the Uninstaller
To uninstall PowerCenter, use the uninstaller created during the PowerCenter installation.
On Windows, do not use the Control Panel to remove the PowerCenter program.
Uninstalling with the Control Panel does not completely remove PowerCenter components.
When you install PowerCenter or PowerCenter components, the installer creates an
uninstallation directory in the PowerCenter installation directory. The uninstallation
directory name depends on the installation you perform.
Table 17-1 describes the uninstall directory for each type of installation:
PowerCenter <InstallationDirectory>/_uninstallServer
Uninstallation Options
The method you use to uninstall depends on your operating system:
♦ UNIX. Use the console mode interface or graphical mode interface to uninstall
PowerCenter components.
♦ Windows. Use the graphical mode interface to uninstall PowerCenter components.
1. On UNIX, go to the uninstallation directory for the PowerCenter component you want
to uninstall and type the following command to run the uninstaller:
./uninstaller
For the list of uninstallation directories, see Table 17-1 on page 388.
2. On Windows, click Start > Program Files > Informatica PowerCenter 8.1.1 > Server >
Uninstaller.
The Uninstall PowerCenter 8.1.1 window displays information about the uninstallation
process.
3. Click Next.
The Uninstallation window displays the PowerCenter uninstallation options.
If not all files are deleted, the Uninstall Complete window displays the list of files that
were not deleted. You can choose to restart the system now, or restart the system later.
6. Click Done.
7. If the installer does not delete all files, review the files and directories to determine if it is
safe to delete them. Then delete them manually.
1. On UNIX, go to the uninstallation directory for the PowerCenter component you want
to uninstall and type the following command to run the uninstaller:
./uninstaller
For the list of uninstallation directories, see Table 17-1 on page 388.
2. On Windows, click Start > Program Files > Informatica PowerCenter 8.1.1 > Server |
Client > Uninstaller.
For more information about running the uninstaller, see “Running the Uninstaller” on
page 388.
The Uninstall PowerCenter 8.1.1 window displays information about the uninstallation
process.
3. Click Next.
The Uninstallation window displays the PowerCenter uninstallation options.
6. Click Uninstall.
If not all files are deleted, the Uninstall Complete window displays the list of files that
were not deleted. You can choose to restart the system now, or restart the system later.
7. Click Done.
If the installer does not uninstall all files, review the files and directories to determine if it
is safe to delete them and delete them manually.
If you do not delete all components, you can run the same uninstaller again to remove the
remaining installed components. When you run the uninstaller, you can uninstall those
programs and components that you have not uninstalled previously.
You can run the uninstaller until all PowerCenter components are uninstalled.
1. Go to the uninstallation directory for the PowerCenter component you want to uninstall.
For the list of uninstallation directories, see Table 17-1 on page 388.
2. To start the uninstaller, type the following command:
./uninstaller -console
Use the -console option if you configured X Windows and you want to use console
mode. Otherwise, the uninstaller starts in graphical mode.
The Uninstall PowerCenter Components panel displays information about the
uninstallation process.
3. Press Enter.
4. Enter the number for the type of uninstallation you want to perform and press Enter.
Table 17-2 describes the options you can choose for uninstalling PowerCenter:
Option Description
399
400
Chapter 18
Upgrading PowerCenter
401
Overview
This chapter describes the tasks you must complete to upgrade PowerCenter. You may need to
perform upgrade tasks depending on the version of PowerCenter you upgrade:
♦ PowerCenter 6.x/7.x. Use the Upgrade Wizard in the PowerCenter Administration
Console to upgrade a Repository Agent and PowerCenter Server configuration in
PowerCenter 6.x or 7.x to a Repository Service and Integration Service in a PowerCenter
8.1.1 domain. You can also upgrade existing PowerCenter repository content to the new
repository version and upgrade PowerCenter Client.
♦ PowerCenter 8.0. Upgrade domain and node metadata, upgrade PowerCenter repository
content and the PowerCenter Client, and upgrade the Data Profiling warehouse.
♦ PowerCenter 8.1. Upgrade the PowerCenter Client and the Data Profiling warehouse. You
use the installer to install PowerCenter and upgrade the domain and nodes when you
upgrade PowerCenter 8.1.
1 - - Select the configuration files. Start the Upgrade Wizard and select and validate the
configuration files for the Repository Agent or PowerCenter Server. For more
information, see “Validate Configuration Files” on page 406.
5 - - View the results of the upgrade. The Upgrade Wizard lists the results of all upgrade
activities. For more information, see “View Upgrade Results” on page 419.
- 1 - Upgrade domain and node metadata. Use infaupgrade to upgrade the domain and node
metadata for the domain and the nodes in the domain. For more information, see
“Upgrade Domain and Node Metadata” on page 420.
6 2 - Upgrade the PowerCenter repository content. If you upgrade from PowerCenter 8.0, you
must upgrade the repository contents in the Administration Console. For more
information, see “Upgrade the PowerCenter Repository” on page 424.
7 3 1 Upgrade the PowerCenter Client. For more information, see “Upgrade the PowerCenter
Client” on page 426.
8 4 2 Upgrade the Data Profiling warehouse. For more information, see “Upgrade Data
Profiling” on page 427.
< 1 MB 40%
< 10 MB 6%
> 10 MB 3%
You may need to increase the size of the database or add more disk space. Informatica
recommends that you allocate up to approximately 50 percent more available disk space and
temporary storage space in the database, depending on the version you upgrade from.
Overview 403
Using the Upgrade Wizard
You use the Upgrade Wizard if you upgrade from PowerCenter 6.x or 7.x. The Upgrade
Wizard uses the existing parameters, including repository database connection information,
in the Repository Agent configuration file to create a Repository Service. It uses the existing
parameters in the PowerCenter Server configuration file and the associated PowerCenter
repository to create an Integration Service. Upgrade configuration files to application services
in PowerCenter 8.1.1 to preserve existing server settings and configuration parameters.
You can upgrade multiple Repository Agent configuration files, repositories, and PowerCenter
Server configuration files sequentially. After the upgrade, the PowerCenter domain contains
the new Repository Services and Integration Services created during the upgrade.
Note: You must have permission on the domain or any folder to use the Upgrade Wizard. If
you have permission on a folder, you can upgrade one configuration file at a time. For more
information about domain users and permissions, see “Managing Users and User Accounts” in
the PowerCenter Administrator Guide.
Overview 405
Validate Configuration Files
Step 1. Versions 6.x / 7.x
To start the upgrade process, select the Repository Agent and PowerCenter Server
configuration files you want to upgrade in the Select Configuration Files page of the Upgrade
Wizard. You can select the configuration files individually or select multiple configuration
files. After you select the configuration files to upgrade, fetch, and validate the files.
When the wizard validates the files, it checks the configuration files for the required
parameters and verifies that the name of the Repository Agent or PowerCenter Server
configuration does not currently exist in the domain. The validation fails if the configuration
file does not meet either of the conditions.
Note: If you want to upgrade multiple files, you must copy the configuration files to a node in
the PowerCenter 8.1.1 domain before you validate the files. For more information, see
“Backing Up and Copying Configuration Files” on page 89.
Local Repository Configuration file for a local repository. If the local repository is registered to a global
repository, you must upgrade the global repository first.
4. To select multiple configuration files, select the node where you copied the configuration
files.
5. Click Validate Files.
The Upgrade Wizard reads and validates the configuration files. If a configuration file is
invalid, correct the error and validate the files again. For more information about
troubleshooting validation errors, see “Troubleshooting Configuration File Validation”
on page 407.
♦ Application service with the same name exists. You cannot upgrade a Repository Agent or
PowerCenter Server configuration if a Repository Service or Integration Service with the
same name exists in the domain. If an application service with the same name exists in the
domain, remove the application service from the domain and revalidate the configuration
files.
You can upgrade a Repository Agent configuration for a global repository, enable the
Repository Service created by the Upgrade Wizard, and then upgrade the contents of the
global repository. The Upgrade Wizard can upgrade multiple global repositories during this
step. If you do not have a global repository in your repository domain, skip this step.
The Upgrade Wizard displays the results of the upgrade after the Repository Service has been
created and enabled and the repository contents upgraded. You can view the status of the
Repository Agent upgrade and the repository contents upgrade in the Log Viewer during and
after the upgrade.
Figure 18-1 shows the Upgrade Global Repository page:
Start upgrade.
1. Configure the global repository upgrade options for each global Repository Agent
configuration file you want to upgrade.
Table 18-4 describes the global repository upgrade options:
Required/
Option Name Description
Optional
License Required Name of the license you want to assign to the Repository Service. You
must assign a license to enable the Repository Service.
Node Required Name of the node that runs the Repository Service.
Location Required Name of the folder in the domain that contains the Repository Service
object. Click Select Folder to change the folder.
Enable the Repository Optional Enables the Repository Service after upgrading the Repository Agent
Service after Upgrade configuration to a Repository Service. You must enable the Repository
Service to upgrade repository contents.
Upgrade Contents Optional Upgrades the repository contents after enabling the Repository
Service. You must upgrade repository contents before upgrading a local
repository registered to the global repository or before upgrading the
PowerCenter Server to which the global repository is associated.
Repository User Name Optional User name of database user account used to create the repository
database.
You can upgrade a Repository Agent configuration for a local repository, enable the
Repository Service created by the Upgrade Wizard, and then upgrade the contents of the local
repository. The Upgrade Wizard can upgrade multiple local repositories during this step.
The Upgrade Wizard displays the results of the upgrade after the Repository Service is created
and enabled and the repository contents are upgraded. You can view the status of the
Repository Agent upgrade and the repository contents upgrade in the Log Viewer during and
after the upgrade.
Figure 18-2 shows the Upgrade Local Repository page:
Start upgrade.
1. Configure the local repository upgrade options for each global Repository Agent
configuration file you want to upgrade.
Table 18-5 describes the local repository upgrade options:
Required/
Option Name Description
Optional
License Required Name of the license you want to assign to the Repository Service. You
must assign a license to enable the Repository Service.
Node Required Name of the node that runs the Repository Service.
Location Required Name of the folder in the domain that contains the Repository Service
object. Click Select Folder to change the folder.
Enable the Repository Optional Enables the Repository Service after upgrading the Repository Agent
Service After Upgrade configuration to a Repository Service. You must enable the Repository
Service to upgrade repository contents.
Upgrade Contents Optional Upgrades the repository contents after enabling the Repository
Service. You must upgrade repository contents before upgrading the
PowerCenter Server to which the local repository is associated.
Repository User Name Optional User name of database user account used to create the repository
database.
Domain for Global Optional PowerCenter domain that contains the Repository Service for the
Repository global repository. You can also choose Manage Domain List to select a
global repository in a different domain.
Global Repository Optional Name of the Repository Service for the global repository.
Global Repository User Optional User name of database user account used to create the repository
Name database.
You can upgrade a PowerCenter Server configuration to an Integration Service and enable the
Integration Service in the domain. The Upgrade Wizard can upgrade a PowerCenter Server
configuration during this step. You must upgrade the contents for the associated repository
for the PowerCenter Server before you can upgrade the PowerCenter Server.
The Upgrade Wizard displays the results of the upgrade after the Integration Service has been
created and enabled. You can view the status of the PowerCenter Server upgrade in the Log
Viewer during and after the upgrade.
Figure 18-3 shows the Upgrade PowerCenter Server page:
Duplicate settings for Configure Integration Upgrade all Integration Upgrade one
all Integration Services. Service options. Services. Integration Service.
1. Configure the Integration Service options for the first listed Integration Service.
Table 18-6 describes the Integration Service upgrade options:
Required/
Option Description
Optional
Domain for Associated Required Name of the domain that contains the associated Repository Service
Repository Service for the Integration Service. You can choose Manage Domain List to
choose a Repository Service in another domain.
Associated Repository Required Name of the associated Repository Service. You must upgrade a
Service Repository Service and the repository contents or create the
Repository Service in the domain before you can choose a Repository
Service.
License Required Name of the license you want to assign to the Integration Service. You
must assign a license to enable the Integration Service.
Node Required Name of the node that runs the Repository Service.
Location Required Name of the folder in the domain that contains the Repository Service
object.
Default folder is the top-level folder for the domain. Click Select Folder
to change the folder.
2. If you want all Integration Services to inherit the same configuration, click Apply
Settings to All Integration Services.
3. To upgrade a single PowerCenter Server, click Start Upgrade.
The Upgrade Wizard begins the upgrade process. Upgrade Status shows the number of
failed, successful, and in-progress PowerCenter Server upgrades.
4. To upgrade all PowerCenter Servers simultaneously, click Start Upgrade for All
Integration Services.
The Upgrade Wizard begins the upgrade process for all PowerCenter Servers. Upgrade
Status shows the number of failed, successful, and in-progress PowerCenter Server
upgrades.
5. To view the upgrade activity, click View Log for Upgrade Service.
6. If the upgrade fails, correct the errors indicated under Upgrade Status and click Restart
Upgrade. The upgrade continues from the last point of failure.
For more information about troubleshooting errors that occur during a PowerCenter
Server upgrade, see “Troubleshooting Creating and Enabling an Integration Service” on
page 418.
View the results of all upgrade activities on the summary page. The summary page contains
upgrade information for the following components:
♦ Repository Services. Includes the name of the Repository Agent configuration file, the
name of the Repository Service, and the results of the upgrade service, enable service, and
upgrade contents actions.
♦ Integration Services. Includes the name of the PowerCenter Server configuration file, the
name of the Integration Service, and the results of the create service and enable service
actions.
Figure 18-4 shows the Upgrade Summary page for an upgrade:
After you review the upgrade summary, click Finish Upgrade to complete the upgrade process
or close the browser. After you click Finish Upgrade or close the browser, you must restart the
upgrade process to correct errors that occurred during the upgrade process.
When you upgrade PowerCenter 8.0, you use infaupgrade to upgrade the domain and node
metadata. In PowerCenter 8.1.1, the domain metadata is stored in a domain configuration
database. The node metadata is stored in the domain configuration database and
nodemeta.xml on nodes in the domain. Use infaupgrade to upgrade the existing metadata in
the domainmeta.xml and nodemeta.xml files to the appropriate location in a PowerCenter
8.1.1 domain.
Complete the following tasks to upgrade a PowerCenter 8.0 domain with infaupgrade:
1. Run upgradeGatewayNode on each gateway node in the domain to upgrade
nodemeta.xml for the gateway nodes. For more information, see “Step 1. Upgrade
Gateway Node Metadata” on page 421.
2. Run upgradeDomain on the master gateway node in the domain to upgrade the metadata
in domainmeta.xml to the domain configuration database. For more information, see
“Step 2. Upgrade Domain Metadata” on page 421.
3. Run upgradeWorkerNode on each worker node in the domain to upgrade nodemeta.xml
for the worker nodes in the domain. For more information, see “Step 3. Upgrade Worker
Node Metadata” on page 422.
4. After you run infaupgrade, copy domains.infa from the backup location to the installation
directory on each node in the domain and start Informatica Services on each node in the
domain.
Note: Do not upgrade the gateway node if you did not install PowerCenter Services on all the
nodes in the PowerCenter 8.0 domain. If you upgrade the gateway node before installing
PowerCenter Services on the non-gateway nodes in the domain, the infaupgrade fails because
the node names already exist in the domain.
Running Commands
You invoke infaupgrade from the command line. On Windows, infaupgrade is a batch file with
a .bat extension. On UNIX, infaupgrade is a script file with a .sh extension.
Required/
Option Argument Description
Optional
-databaseaddress database_hostname: Required Name and port number of the machine hosting
-da port the domain configuration database.
Required/
Option Argument Description
Optional
-databaseaddress database_hostname: Required Name and port number of the machine hosting
-da database_port the domain configuration database.
-domainconfig domain_config_file Required Path and name of the domain configuration file
-dc from the PowerCenter 8.0 domain.
Required/
Option Argument Description
Optional
You can upgrade a repository using the Administration Console if you upgrade from 8.0 and
did not use the Upgrade Wizard or you upgrade from PowerCenter 6.x or 7.x and the
Upgrade Wizard did not successfully enable the Repository Service for the repository.
A Repository Service runs in exclusive mode until you upgrade the repository contents. After
you upgrade the contents, the Repository Service runs in normal mode.
You must create a Repository Service for the repository before you upgrade the repository
contents. For more information about creating a Repository Service, see “Creating and
Configuring the Repository Service” in the PowerCenter Administrator Guide.
For more information about changes the upgrade process makes to the functionality of
existing metadata, see the PowerCenter Post-Upgrade Reference.
To upgrade a repository:
4. Enter the repository administrator user name and password and click OK.
The activity log displays the results of the upgrade operation.
If the upgrade operation fails, view the error messages in the activity log to identify the
problem. After you fix the problem, upgrade the repository again. For more information, see
“Troubleshooting a Repository Upgrade” on page 411.
You can run the PowerCenter Client installer to upgrade the PowerCenter Client. You can
install the complete version of the PowerCenter Client tools or a custom version, depending
on your license. When you install the PowerCenter Client, you install the following
PowerCenter Client tools and components:
♦ PowerCenter Client tools. A set of tools you can use to manage the PowerCenter
repository, mappings, and sessions.
♦ Metadata Manager Client. A set of applications you can use to configure Metadata
Manager and manage metadata.
♦ DataDirect 5.1 ODBC drivers. Drivers designed for PowerCenter to connect the
PowerCenter Client to data sources and targets. The Metadata Manager Client uses
ODBC for connections to the Metadata Manager repository and PowerCenter repository.
♦ Java Runtime Environment. The Java transformation, PowerCenter Connect for JMS, and
PowerCenter Connect for webMethods require the JRE.
The PowerCenter Client installer installs DataDirect 5.1 ODBC drivers. If you upgrade from
PowerCenter 6.x or 7.x, you must recreate ODBC connections to use the new drivers.
For more information, see “Connecting to Databases from Windows” on page 487.
When you upgrade PowerCenter, you must upgrade Data Profiling. Depending on the version
of PowerCenter you upgrade, you backup, restore, and upgrade the Data Profiling warehouse.
If you use Data Analyzer Data Profiling reports, you must also update the warehouse schema
and views to include the new PowerCenter 8.1.1 Data Profiling reports.
Complete the following tasks to upgrade Data Profiling from PowerCenter 7.x or 8.0:
1. Backup and restore the Data Profiling warehouse.
2. Upgrade the Data Profiling warehouse.
3. Upgrade schema and views for Data Analyzer Data Profiling reports (Optional).
4. Recreate ODBC connections (Optional).
If you upgrade from PowerCenter 8.1, you only update the Data Profiling warehouse schema
and views for Data Analyzer Data Profiling reports. You do not upgrade the Data Profiling
warehouse.
Table 18-10. Procedure for Upgrading a Data Profiling Warehouse to PowerCenter 8.1.1
Informix Run the dbaccess command line program. Select the script and select Run.
Microsoft SQL Server Run the upgrade schema script with Query Analyzer.
Note: Do not use isql to run the script. The script may not run successfully.
Sybase ASE Run the following command from the command line:
isql -U <user name> -P <password> -S <database server>
-i <upgrade schema script>
Teradata Open Teradata SQL Assistant. Open the upgrade schema script and click Execute.
Note: The upgrade script fails if you use the Execute Parallel option in Teradata Client 6.2.
Table 18-11 describes the script you must run for each database type and PowerCenter
version:
Table 18-11. Scripts for Upgrading the Data Profiling Warehouse to PowerCenter 8.1.1
The scripts to upgrade the views are located in the following PowerCenter Client directory:
\bin\Extensions\DataProfile\ProfileWarehouse\DA811\DAViews
Table 18-12 describes the scripts you must run for each Data Profiling warehouse database
type:
Table 18-12. Scripts for Upgrading the Data Profiling Warehouse Schema and Views
Oracle upgrade_05_ora.sql
Teradata upgrade_05_ter.sql
After you upgrade the views and schema, you can install the new Data Analyzer Data Profiling
reports. For more information about installing reports, see “PowerCenter Reports
Installation” on page 281.
431
Overview
To upgrade Data Analyzer, you must first install the new version of Data Analyzer. Then use
the Repository Upgrade utility provided with the new version of Data Analyzer to upgrade the
repository of the previous version. After you upgrade the repository, you log in to Data
Analyzer to complete the repository upgrade.
Previous versions of Data Analyzer were named PowerAnalyzer. You can upgrade any version
of PowerAnalyzer 4.1.1 and later to Data Analyzer 8.1.1, and you can upgrade Data Analyzer
8.0 and 8.1 to Data Analyzer 8.1.1.
To upgrade the Data Analyzer repository, complete the following steps:
1. Run the Repository Upgrade utility. Run the Repository Upgrade utility to upgrade the
Data Analyzer repository. For more information, see “Run the Repository Upgrade
Utility” on page 433.
2. Update the configuration files. Update any customized configuration files in the Data
Analyzer 8.1.1 instance. For more information, see “Update Configuration Files” on
page 436.
3. Log in to Data Analyzer and complete the repository upgrade. The repository upgrade
requires you to log in to Data Analyzer to complete the upgrade process. You may need to
increase the transaction timeout for the application server to allow the upgrade to
complete. For more information, see “Complete the Repository Upgrade” on page 437.
1. Complete the pre-upgrade tasks. For more information about the pre-upgrade tasks, see
“Data Analyzer Pre-Upgrade Steps” on page 93.
2. On the machine where you installed Data Analyzer, navigate to the Data Analyzer
utilities directory.
The upgrade utility is installed in the default Data Analyzer utilities directory:
/Informatica/PowerCenter8.1.1/DataAnalyzer/upgradeutil
5. Customize the JDBC connection string for the repository database you want to upgrade.
Note: For an IBM DB2 repository, you must set the JDBC connection string with
additional parameters:
CreateDefaultPackage=TRUE
ReplacePackage=TRUE
DynamicSections=1000
For example, use the following syntax for the connection string to upgrade an IBM DB2
repository:
jdbc:informatica:db2://
host_name:port;DatabaseName=database_name;CreateDefaultPackage=TRUE;
ReplacePackage=TRUE;DynamicSections=1000
6. Enter the user name and password to connect to the Data Analyzer repository database.
Note: For an IBM DB2 repository, the user account must have database administrator
privileges.
7. To ensure that you can connect to the database, click Test Connection.
If an error message displays, verify that the connection information for the database is
correct. Data Analyzer provides the reason for the connection failure. If necessary, check
with the database administrator to resolve any problem.
Note: For an IBM DB2 repository, click Test Connection to ensure that the
DynamicSections property is set to the correct value. After you click Test Connection,
remove the extra parameters from the JDBC connection string so that the
WebLogic Server
Use the WebLogic Administration Console to increase the transaction timeout for Data
Analyzer. For more information about configuring the Java Transactions API (JTA) for BEA
WebLogic Server, see the documentation on the BEA Systems web site:
http://e-docs.bea.com/wls/docs81/ConsoleHelp/jta.html#1112051
1. Start the WebLogic Administration Console and log in with the console system user
name and password.
2. On the left panel of the WebLogic Administration Console, click the name of the domain
for Data Analyzer.
The default WebLogic domain for Data Analyzer is Informatica.
3. On the right panel, click the JTA tab.
4. Set the Timeout Seconds property to a larger value.
By default, the timeout length is 30 seconds. Increase it to at least 300 seconds (5
minutes).
5. Click Apply.
6. Close the WebLogic Administration Console.
7. Restart BEA WebLogic Server.
When you log in to Data Analyzer, Data Analyzer can complete the upgrade process and
display the View tab without errors.
1. Start the WebSphere Administrative Console and log in with the console system user
name and password.
2. On the left panel of the WebSphere Administrative Console, click Servers > Application
Servers.
3. On the Application Servers page, click the name of the server associated with Data
Analyzer.
By default, the name of the server is server1.
4. In the Additional Properties section of the Configuration tab, click Transaction Services.
5. On the Transaction Services page, set the Total Transaction Lifetime Timeout to a larger
value.
By default, the timeout length is 120 seconds (2 minutes). Increase it to at least 300
seconds (5 minutes).
6. Click OK.
7. Save the configuration change and close the WebSphere Administrative Console.
8. Restart IBM WebSphere Application Server.
When you log in to Data Analyzer, Data Analyzer can complete the upgrade process and
display the View tab without errors.
<attribute name="TransactionTimeout">300</attribute>
<depends optional-attribute-name=
"XidFactory">jboss:service=XidFactory</depends>
</mbean>
Typically, the default transaction timeout for JBoss (5 minutes) is high enough for most
situations. However, if you still encounter problems, raise the timeout to 600 seconds (10
minutes).
6. Change the value for the TransactionTimeout attribute to a higher number.
7. Save and close the transaction-service.xml file.
When you log in to Data Analyzer, Data Analyzer can complete the upgrade process and
display the View tab without errors.
Upgrading Metadata
Manager
This chapter includes the following topics:
♦ Overview, 442
♦ Running the Metadata Manager Upgrade Utility on Windows, 444
♦ Running the Metadata Manager Upgrade Utility on UNIX, 449
♦ Upgrading the Metadata Manager Client, 453
441
Overview
When you upgrade Metadata Manager, you update the Metadata Manager repository, objects
in the PowerCenter repository for Metadata Manager, Metadata Manager metamodels and
reports, and the Metadata Manager Client. You must upgrade Metadata Manager when you
install Metadata Manager 8.1.1. You can upgrade SuperGlue 2.1 and 2.2 and Metadata
Manager 8.0 and above to Metadata Manager 8.1.1.
To upgrade Metadata Manager, install the current version of Metadata Manager and run the
upgrade utility installed with Metadata Manager. You must run the upgrade utility on the
machine that has access to the Metadata Manager repository and the Metadata Manager
instance. In addition, the Repository Service for the associated PowerCenter repository for
Metadata Manager must be available.
The mode you run the utility in depends on the operating system where you installed
Metadata Manager:
♦ Windows. You can run the upgrade utility in graphical mode on Windows. For more
information, see “Running the Metadata Manager Upgrade Utility on Windows” on
page 444.
♦ UNIX. You can run the upgrade utility in console mode on UNIX. For more information,
see “Running the Metadata Manager Upgrade Utility on UNIX” on page 449.
When you install Metadata Manager, the PowerCenter installer configures the upgrade utility
settings based on the directories and options you select during installation and stores the
values from the installation in sg_upgrade.properties. The upgrade utility reads the values
from the configuration file when you run the utility. You can modify the settings if they do
not match the settings for the Metadata Manager components you want to upgrade.
After you run the upgrade utility and upgrade the Metadata Manager components, upgrade
the Metadata Manager Client. For more information, see “Upgrading the Metadata Manager
Client” on page 453.
Note: The PowerCenter repository for Metadata Manager you upgrade must be version 8.1.1.
You cannot upgrade a previous version of the repository.
Upgrade Process
When you run the upgrade utility, you can choose to upgrade repositories and metamodels
and reports. If you choose not to upgrade a component when you upgrade Metadata
Manager, you can run the utility again to upgrade the component. During the upgrade
process, you need to start or stop Metadata Manager, depending on the component you
upgrade:
♦ Repository. The utility upgrades objects in the Metadata Manager repository and updates
objects in the PowerCenter repository for Metadata Manager. You start the Metadata
Manager server before you upgrade the repositories.
♦ Metamodels and reports. The upgrade utility imports the latest version of the metamodels
and reports into the Metadata Manager. The Metadata Manager server must be running
Overview 443
Running the Metadata Manager Upgrade Utility on
Windows
On Windows, you start the graphical mode upgrade utility from the command line.
4. Under Upgrade Options, select the upgrade tasks that you want to perform.
5. In the Server section, verify the details for the Metadata Manager server.
Option Description
Server URL URL of the Metadata Manager instance. Use the following syntax for the URL:
http://<host>:<port>/imm
Server User Name User name to log in to the Metadata Manager server. Default is admin.
Server Password Password for the user name to log in to the Metadata Manager server.
If you are upgrading the repositories, continue with the next step. To import the latest
metamodels and reports, skip to step 8.
6. In the Metadata Manager Repository section, verify the database and directory
information for the Metadata Manager repository you want to upgrade.
If you upgrade a copy of the existing Metadata Manager repository, the Metadata
Manager repository settings displayed on the upgrade utility refer to the original version
of the repository database. You must enter the database information for the copy of the
Metadata Manager repository database.
Verify the following information:
Option Description
Database User Name User name to connect to the database that contains the Metadata Manager repository.
Database Password Password to connect to the database that contains the Metadata Manager repository.
Database URL JDBC connection string used to connect to the Metadata Manager repository
database. When you select the database type, the Metadata Manager upgrade utility
displays the database URL syntax for the selected database type:
Oracle:
jdbc:informatica:oracle://<host>:<port>;SID=<sid>
DB2:
jdbc:informatica:db2://<host>:<port>;DatabaseName=<database>
Microsoft SQL Server:
jdbc:informatica:sqlserver://
<host>:<port>;DatabaseName=<database>
For more information about the JDBC drivers included in the PowerCenter installation,
see “JDBC Drivers” on page 553.
Database Connect Native connect string to access the repository database. Required for an Oracle or
String IBM DB2 repository database. Use the syntax appropriate for the selected database:
- Oracle: Same syntax as the TNSNAMES entry: aliasname.world. Example:
OraDB.world
- DB2: Syntax is DatabaseName.
Database Code Page Code page for the connection object to the Metadata Manager repository database.
The upgrade utility displays a list of valid code pages. For more information about
these code pages, see “Code Pages” in the PowerCenter Administrator Guide.
SQL Directory Directory where the Metadata Manager upgrade SQL scripts are located. When you
install Metadata Manager, the PowerCenter installer sets the directory to the default
SQL directory:
<PowerCenter_installation_directory>\MetadataManager\
upgrade\upgrade_scripts
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Report File Directory Directory where the Metadata Manager objects such as schemas, dashboards, and
reports are located. When you install Metadata Manager, the PowerCenter installer
sets the directory to the default report file directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/reports
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Metamodel File Directory where the Metadata Manager metamodels are located. When you install
Directory Metadata Manager, the PowerCenter installer sets the directory to the default
metamodel file directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/
metamodel
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Report Link Utility Directory where the Metadata Manager report link utility is located. When you install
Directory Metadata Manager, the PowerCenter installer sets the directory to the default report
link utility directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/
reportlink
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Metamodel Import Directory where the Metadata Manager metamodel import utility is located. When you
Utility Directory install Metadata Manager, the PowerCenter installer sets the directory to the default
metamodel import utility directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/sgcmd
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
7. In the PowerCenter Repository for Metadata Manager section, enter the database and
directory information for the PowerCenter repository for Metadata Manager.
You may need to consult with the PowerCenter administrator to get the PowerCenter
repository for Metadata Manager information.
Verify the following information:
Domain Name Name of the domain of the PowerCenter repository for Metadata Manager.
Domain Port Port number for the domain where the PowerCenter repository for Metadata Manager
is located.
Repository Service Name of the Repository Service associated with the PowerCenter repository for
Name Metadata Manager.
Integration Service Name of the Integration Service associated with the PowerCenter repository.
Name
Repository User Name Repository user name with rights to update repository objects.
Database User Name Database user name used to create to the PowerCenter repository for Metadata
Manager.
Database Password Password for the database user name used to create the PowerCenter repository for
Metadata Manager.
Database Type Type of database for the PowerCenter repository for Metadata Manager.
Database URL JDBC connection string used to connect to the database that contains the
PowerCenter repository for Metadata Manager. When you select the database type,
the Metadata Manager upgrade utility displays the database URL syntax for the
selected database type.
Oracle:
jdbc:informatica:oracle://<host>:<port>;SID=<sid>
DB2:
jdbc:informatica:db2://<host>:<port>;DatabaseName=<database>
Microsoft SQL Server:
jdbc:informatica:sqlserver://
<host>:<port>;DatabaseName=<database>
For more information about the JDBC drivers included in the PowerCenter
installation, see “JDBC Drivers” on page 553.
PowerCenter Utility Directory where the PowerCenter utility commands are located. When you install
Directory Metadata Manager, the PowerCenter installer sets the directory to the default
PowerCenter utility directory:
/Informatica/PowerCenter8.1.1/server/bin
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
8. Review the upgrade information and click Save Settings to save the upgrade settings to
sg_upgrade.properties file.
9. Click Upgrade.
The upgrade utility starts the repository upgrade process.
If you select the option to upgrade the Metadata Manager metamodels and reports, the
upgrade utility prompts you to start the Metadata Manager server. Start the Metadata
Manager server and verify that it is running before you continue the upgrade process.
If you do not want to upgrade the Metadata Manager metamodels and reports at this
time, click No at the prompt to stop the upgrade utility from upgrading the metamodels
and reports. You can run the upgrade utility again later to upgrade the metamodels and
reports.
Option Description
Repository Upgrades a previous version of the Metadata Manager repository and updates the
PowerCenter repository for Metadata Manager.
Metamodels and reports Imports the updated version of Metadata Manager metamodels and reports.
All Upgrades and updates the repositories and imports the updated metamodels and
reports.
6. Enter or verify the following information for the Metadata Manager server:
Option Description
Metadata Manager URL of the Metadata Manager instance. Use the following syntax for the URL:
Database URL http://<host>:<port>/imm
Metadata Manager Server User name to log in to the Metadata Manager server. Default is admin.
User Name
Metadata Manager Server Password for the user name to log in to the Metadata Manager server.
Password
Option Description
Metadata Manager User name to connect to the database that contains the Metadata Manager repository.
Database User Name
Metadata Manager Password to connect to the database that contains the Metadata Manager repository.
Database Password
Metadata Manager JDBC connection string used to connect to the Metadata Manager repository
Database URL database. When you select the database type, the Metadata Manager upgrade utility
displays the database URL syntax for the selected database type.
Oracle:
jdbc:informatica:oracle://<host>:<port>;SID=<sid>
DB2:
jdbc:informatica:db2://<host>:<port>;DatabaseName=<database>
Microsoft SQL Server:
jdbc:informatica:sqlserver://
<host>:<port>;DatabaseName=<database>
For more information about the JDBC drivers included in the PowerCenter installation,
see “JDBC Drivers” on page 553.
Metadata Manager Native connect string to access the repository database. Required for an Oracle or
Database Connect IBM DB2 repository database. Use the syntax appropriate for the selected database:
String - Oracle: Same syntax as the TNSNAMES entry: aliasname.world. Example:
OraDB.world
- DB2: Syntax is DatabaseName.
Metadata Manager Code page for the connection object to the Metadata Manager repository database.
Database Code Page The upgrade utility displays a list of valid code pages. For more information about
these code pages, see “Code Pages” in the PowerCenter Administrator Guide.
Database SQL Directory where the Metadata Manager upgrade SQL scripts are located. When you
Directory install Metadata Manager, the PowerCenter installer sets the directory to the default
SQL directory:
<PowerCenter_installation_directory>\MetadataManager\
upgrade\upgrade_scripts
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Report File Directory Directory where the Metadata Manager objects such as schemas, dashboards, and
reports are located. When you install Metadata Manager, the PowerCenter installer
sets the directory to the default report file directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/reports
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Metamodel File Directory where the Metadata Manager metamodels are located. When you install
Directory Metadata Manager, the PowerCenter installer sets the directory to the default
metamodel file directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/
metamodel
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Report Link Utility Directory where the Metadata Manager report link utility is located. When you install
Directory Metadata Manager, the PowerCenter installer sets the directory to the default report
link utility directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/
reportlink
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Metamodel Import Directory where the Metadata Manager metamodel import utility is located. When you
Utility Directory install Metadata Manager, the PowerCenter installer sets the directory to the default
metamodel import utility directory:
/Informatica/PowerCenter8.1.1/MetadataManager/upgrade/sgcmd
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Note: If you upgrade a copy of the existing Metadata Manager repository, the Metadata
Manager repository settings displayed on the upgrade utility refer to the original version
of the repository database. You must enter the database information for the copy of the
Metadata Manager repository database.
8. In the PowerCenter Repository for Metadata Manager section, enter or verify the
following database and directory information for the PowerCenter repository for
Metadata Manager:
Option Description
PowerCenter Repository Name of the domain of the PowerCenter repository for Metadata Manager.
Domain Name
PowerCenter Repository Port number for the domain where the PowerCenter repository for Metadata Manager
Domain Port is located.
PowerCenter Repository Name of the Repository Service associated with the PowerCenter repository for
Service Name Metadata Manager.
PowerCenter Integration Name of the Integration Service associated with the PowerCenter repository.
Service Name
PowerCenter Repository Repository user name with rights to update repository objects.
User Name
PowerCenter Repository Database user name used to create the PowerCenter repository for Metadata
Database User Name Manager.
PowerCenter Repository Password of the database user name used to create the PowerCenter repository for
Database Password Metadata Manager.
PowerCenter Repository Type of database for the PowerCenter repository for Metadata Manager.
Database Type
PowerCenter Repository JDBC connection string used to connect to the database that contains the
Database URL PowerCenter repository for Metadata Manager. When you select the database type,
the Metadata Manager upgrade utility displays the database URL syntax for the
selected database type.
Oracle:
jdbc:informatica:oracle://<host>:<port>;SID=<sid>
DB2:
jdbc:informatica:db2://<host>:<port>;DatabaseName=<database>
Microsoft SQL Server:
jdbc:informatica:sqlserver://
<host>:<port>;DatabaseName=<database>
For more information about the JDBC drivers included in the PowerCenter
installation, see “JDBC Drivers” on page 553.
PowerCenter Utilities Directory where the PowerCenter utility commands are located. When you install
Directory Metadata Manager, the PowerCenter installer sets the directory to the default
PowerCenter utility directory:
/Informatica/PowerCenter8.1.1/server/bin
By default, you do not need to enter the directory. If the directory is blank, click
Browse to locate the default directory.
Note: You may need to consult with the PowerCenter administrator to get the
PowerCenter repository for Metadata Manager information.
9. When the utility prompts you, start the Metadata Manager server and verify the
application is running before you continue.
The upgrade utility continues the repository upgrade process. When the upgrade utility
completes the upgrade process, it writes information about the process to
imm_upgrade_<DateTime>.log, located in the Metadata Manager upgrade directory.
2. Stop the Metadata Manager Scheduler service. To ensure a clean uninstallation of the
Metadata Manager Client, stop the scheduler service. The scheduler service runs on the
Windows machine hosting the Configuration Console. Go to Services in the Control
Panel and stop the service named Informatica PowerCenter Metadata Manager Scheduler.
For SuperGlue 2.1 or 2.2, the service is named Informatica SuperGlue Scheduler.
3. Uninstall the Metadata Manager Client. Run the uninstaller for the Metadata Manager
Client (previously named SuperGlue). Follow the instructions in the uninstaller.
Manually delete any file that was not removed by the uninstaller.
4. Install the latest version of the Metadata Manager Client. For information about
installing the Metadata Manager Client, see “PowerCenter Client Installation” on
page 265.
5. Verify and save the source repository connections for XConnects. Verify and save the
source repository connections for XConnects. Verify and save the source repository
connection information for each XConnect in the Metadata Manager Console. If
password or DSN is blank, enter the password again and select a DSN for PowerCenter,
Data Analyzer, and RDBMS Xconnects. For more information about saving the source
repository connections, see “Setting Up XConnect Source Repository Connections” in
the Metadata Manager Administrator Guide.
6. Configure the parameters for XConnects. Verify the values for the parameters before you
run the upgraded XConnects. Reconfigure the settings if necessary. For more information
about setting the parameters for the packaged XConnects, see “Configuring Parameters
for XConnects” in the Metadata Manager Administrator Guide.
455
Overview
The post-upgrade tasks you perform depend on the PowerCenter version and component you
upgrade from:
♦ PowerCenter 6.x or 7.x. If you upgrade from PowerCenter 6.x or 7.x, you may need to
register a local repository with a global repository, configure application services, update
password variables, and move PowerCenter run-time files. You can also upgrade to a
UTF-8 repository. For more information, see “PowerCenter 6.x / 7.x Post-Upgrade Tasks”
on page 457.
♦ PowerCenter 8.0. If you upgrade from PowerCenter 8.0, copy domains.infa to the new
installation directory and start Informatica Services. You may need recreate the Repository
Service for Metadata Manager, change $PMRootDir and move Integration Service run-
time files, and reconfigure the shared directory for the Log Manager. For more
information, see “PowerCenter 8.0 Post-Upgrade Tasks” on page 460.
♦ PowerCenter 8.1. If you upgrade from PowerCenter 8.1, reconfigure environment
variables, restart Informatica Services, and run the RegisterPlugin pmrep command to
update the repository. For more information, see “PowerCenter 8.1 Post-Upgrade Tasks”
on page 462.
♦ Data Analyzer. If you upgrade from Data Analyzer version 8.0 or earlier, you must update
configuration files, color schemes, cached reports, location of shared documents, and
refresh PowerCenter table definitions. For more information, see “Data Analyzer Post-
Upgrade Tasks” on page 464.
♦ Metadata Manager. If you upgrade from Metadata Manager 8.1 or earlier, you must
refresh Metadata Manager views. You may also need to delete obsolete Metadata Manager
objects, import metamodels, and update metadata. For more information, see “Metadata
Manager Post-Upgrade Tasks” on page 467.
Feature Filename
For more information about the pmrep RegisterPlugin command, see the PowerCenter
Command Line Reference.
5. Repeat steps 3 to 4 for each feature.
3. Use the EAR Repackager utility to repackage the color scheme files back into the Data
Analyzer 8.1.1 EAR file.
4. Set up the custom color scheme in the Color Schemes and Logos section of the
Administration tab in Data Analyzer.
For more information about setting up color schemes in Data Analyzer, see the color schemes
section in “Managing System Settings” in the Data Analyzer Administrator Guide.
For more information about using the EAR Repackager utility to access the Data Analyzer
EAR file, see “Accessing the Data Analyzer EAR File” in the Data Analyzer Administrator
Guide.
1. Log in to Metadata Manager with the administrator user name and password.
2. Click Administration > Table Definitions.
3. On the Table Definitions page, click Refresh Tables.
4. Select the IMMREPORT data source.
The Refresh Tables page displays the list of table definitions available in the data source.
By default, all tables are selected.
5. Clear all table selections, except IMA_ASSOCIATION and IMA_REPOSITORY.
6. Click OK.
1. Log in to Metadata Manager with the administrator user name and password.
The default Metadata Manager administrator user name is admin and the default
password is admin.
2. Click Administration > Schema Directory > Metrics.
3. On the Metrics page, select all metric folders.
4. Clear the following options to keep the associated folders:
♦ Impact Analysis
♦ Metamodel
♦ ODS Reporting
♦ Operational
5. Click Remove to delete the selected folders.
6. Click OK to confirm that you want to delete the folders.
Metadata Manager deletes the selected folders. It does not delete the folders that are not
selected.
7. Click Administration > Schema Directory > Attributes.
8. On the Attributes page, select all attribute folders.
9. Clear the following options to keep the associated folders:
♦ ODS Report Attributes
♦ Operational Attributes
♦ Metamodel
♦ Element Association
♦ From Elements
♦ To Elements
♦ Associations
10. Click Remove.
11. Click OK to confirm that you want to delete the folders.
Metadata Manager deletes the selected folders.
12. Click the Find tab.
13. On the Show list, select Information Directory.
Import all the metamodels in the directory into the upgraded Metadata Manager repository.
You must import the first three metamodels in the following order:
♦ cwm.xml
♦ infacwmx.xml
♦ immrepo.xml
After you import the first three metamodels, you can import the rest of the metamodels in
any order.
Note: You must import the DB2Cubeviews.xml metamodel twice.
For more information about importing metamodels, see “Exchanging Metamodels” in the
Metadata Manager Administrator Guide.
471
472
Chapter 22
Understanding Connectivity
473
Overview
PowerCenter uses the TCP/IP network protocol, native database drivers, ODBC, and JDBC
for communication between the following PowerCenter components:
♦ Domain and nodes. Nodes and services within a domain use TCP/IP to communicate
with other nodes and services. For more information, see “Domain Connectivity” on
page 477.
♦ PowerCenter Client. The PowerCenter Client uses ODBC to connect to source and target
databases. The PowerCenter Client uses native protocol to communicate with the
Repository Service and Integration Service. For more information about PowerCenter
Client connectivity, see “PowerCenter Client Connectivity” on page 481.
♦ Repository Service. The Repository Service uses native database drivers to communicate
with the PowerCenter repository. The Repository Service uses TCP/IP to communicate
with other PowerCenter components. For more information about Repository Service
connectivity, see “Repository Service Connectivity” on page 483.
♦ Integration Service. The Integration Service uses native database connectivity and ODBC
to connect to source and target databases. The Integration Service uses TCP/IP to
communicate with other PowerCenter components. For more information about
Integration Service connectivity, see “Integration Service Connectivity” on page 484.
♦ Data Analyzer and Metadata Manager. Data Analyzer and Metadata Manager use JDBC
and ODBC to access data sources and repositories. For more information, see “Data
Analyzer and Metadata Manager Connectivity” on page 486.
Figure 22-1 shows an overview of PowerCenter components and connectivity:
Sources/
Targets
Domain
TCP/IP
Repository Service
Native drivers
Repository
Database
Source ODBC
Target
Stored Procedure
Lookup
Overview 475
Table 22-1. Drivers Used by PowerCenter Components
Repository
Database
The following process describes how a repository client application connects to the repository
database:
1. The PowerCenter Client receives the address of the Repository Service from the master
gateway node.
2. The PowerCenter Client connects to the Repository Service.
Other client applications and nodes use a similar process to establish connections between
other application services and nodes in a domain.
For more information about establishing native connectivity on Windows, see “Connecting to
Databases from Windows” on page 487.
For more information about establishing native connectivity on UNIX, see “Connecting to
Databases from UNIX” on page 503.
ODBC 479
Table 22-3 shows the recommended ODBC drivers to use with each database:
Requires Database
Database ODBC Driver
Client Software
For more information about establishing ODBC connectivity on Windows, see “Connecting
to Databases from Windows” on page 487.
For more information about establishing ODBC connectivity on UNIX, see “Connecting to
Databases from UNIX” on page 503.
Connecting to Databases
To connect the Designer to databases, use the Windows ODBC Data Source Administrator to
create a data source for each database you want to access. Select the data source names in the
Designer when you perform the following tasks:
♦ Import a table or a stored procedure definition from a database. Use the Source Analyzer
or Target Designer to import the table from the database. Use the Transformation
Developer, Mapplet Designer, or Mapping Designer to import a stored procedure or a
table for a Lookup transformation.
To connect to the database, you must also provide your database user name, password, and
table or stored procedure owner name.
♦ Preview data. You can select the data source name when you preview data in the Source
Analyzer or Target Designer. You must also provide your database user name, password,
and table owner name.
Note: The Integration Service connects to the Repository Service to retrieve metadata when it
runs workflows. You configure the associated repository for an Integration Service when you
create or configure an Integration Service in the Administration Console.
Connecting to Databases
The Repository Service uses the connection information for the service and native database
drivers to communicate with the repository. To connect a Repository Service to a repository
database, you configure the database properties in the Administration Console. You must
install and configure the native database drivers for the repository database on the machine
where the Repository Service runs.
When you install PowerCenter Services, the installer establishes the connection to the
repository database from the Repository Service. You can create additional repository
databases and create additional Repository Services for repository databases.
The Integration Service includes ODBC libraries that you can use to connect to other ODBC
sources. The PowerCenter installer installs ODBC drivers.
For flat file, XML, or COBOL sources, you can either access data with network connections
(such as NFS) or transfer data to the Integration Service machine through FTP software. For
information about connectivity software for other ODBC sources, refer to your database
documentation.
Connecting to Databases
Use the Workflow Manager to create connections to databases. You can select native database
drivers for the Integration Service or you can use ODBC. For each connection, you must
Connecting to Databases
from Windows
This chapter includes the following topics:
♦ Overview, 488
♦ Connecting to an IBM DB2 Universal Database, 489
♦ Connecting to an Informix Database, 491
♦ Connecting to Microsoft Access and Microsoft Excel, 493
♦ Connecting to a Microsoft SQL Server Database, 494
♦ Connecting to an Oracle Database, 496
♦ Connecting to a Sybase ASE Database, 499
♦ Connecting to a Teradata Database, 501
487
Overview
The Repository Service uses native drivers to communicate with the repository database. The
Integration Service uses either native drivers or ODBC to communicate with databases. To
improve performance, use native database drivers. The PowerCenter Client uses ODBC.
To connect to a database, you must install and configure native database client connectivity
software on the machine where you configure the Repository Service and Integration Service
processes to run. To ensure compatibility between the Integration Service, the Repository
Service, and a repository database, use the appropriate database client libraries. For more
information, see “Working with 32-bit and 64-bit Platforms” on page 46.
PowerCenter 8.1.1 includes DataDirect 5.1 ODBC drivers. If you have existing ODBC data
sources created with an earlier version of the drivers, you must create new ODBC data sources
using the new drivers for all ODBC data sources used by the Integration Service or
PowerCenter Client.
1. Verify that the following environment variable settings have been established by DB2
Client Application Enabler:
DB2HOME=C:\SQLLIB (directory where the client is installed)
DB2INSTANCE = DB2
2. Verify that the PATH environment variable includes the DB2 bin directory. For example:
PATH=C:\WINNT\SYSTEM32;C:\SQLLIB\BIN;...
3. Configure the IBM DB2 client to connect to the database that you want to access.
♦ Launch the Client Configuration Assistant.
♦ Add the database connection and BIND the connection.
4. Verify that you can connect to the DB2 database.
1. Install the IBM DB2 Client Application Enabler (CAE) and configure native
connectivity.
2. Create an ODBC data source using the driver provided by IBM. Do not use the
DataDirect 32-bit closed ODBC driver for DB2 provided by Informatica.
For specific instructions on creating an ODBC data source using the IBM DB2 ODBC
driver, refer to the database documentation.
3. Verify that you can connect to the DB2 database using the ODBC data source. If the
connection fails, refer to the database documentation.
2. Verify that the PATH environment variable includes the INFORMIXDIR\bin directory.
For example:
PATH=C:\Informix\bin;....
3. Launch Informix SetNet32, and configure the Informix client to connect to the database
that you want to access.
A sample entry in the services file might look like the following entry:
inflsnr 1525/tcp
3. Configure the Microsoft SQL Server client to connect to the database that you want to
access.
Launch the Client Network Utility. On the General tab, verify that the Default Network
Library matches the default network for the Microsoft SQL Server database.
1. Install the Microsoft SQL Server client and configure native connectivity.
2. Create an ODBC data source using the driver provided by Microsoft. Do not use the
DataDirect 32-bit closed ODBC driver for Microsoft SQL Server provided by
Informatica.
To ensure consistent data in Microsoft SQL Server repositories, clear the Create
temporary stored procedures for prepared SQL statements option in the Create a New
Data Source to SQL Server dialog box.
Figure 23-1 shows the dialog box for the Microsoft SQL Server ODBC setup:
If you have difficulty clearing the temporary stored procedures for prepared SQL
statements options, see the Informatica Knowledge Base for more information about
configuring Microsoft SQL Server. You can access the Knowledge Base at
http://my.informatica.com.
3. Verify that you can connect to the Microsoft SQL Server database using the ODBC data
source. If the connection fails, refer to the database documentation.
2. Verify that the PATH environment variable includes the Oracle bin directory.
For example, if you install Net8, the path might include the following entry:
PATH=C:\ORANT\BIN;
3. Configure the Oracle client to connect to the database that you want to access.
Launch SQL*Net Easy Configuration Utility or edit an existing tnsnames.ora file to the
home directory and modify it.
(DESCRIPTION
(ADDRESS_LIST =
(ADDRESS =
(COMMUNITY = mycompany.world
(PROTOCOL = TCP)
(Host = mymachine)
(Port = 1521)
)
(CONNECT_DATA =
(SID = MYORA7)
(GLOBAL_NAMES = mydatabase.world)
4. Set the NLS_LANG environment variable to the locale (language, territory, and character
set) you want the database client and server to use with the login.
The value of this variable depends on the configuration. For example, if the value is
american_america.UTF8, you must set the variable as follows:
NLS_LANG=american_america.UTF8;
1. Create an ODBC data source using the DataDirect 5.1 ODBC driver for Oracle
provided by Informatica.
2. Verify that you can connect to the Oracle database using the ODBC data source.
1. Verify that the SYBASE environment variable refers to the Sybase ASE directory.
For example:
SYBASE=C:\SYBASE
2. Verify that the PATH environment variable includes the Sybase ASE directory.
For example:
PATH=C:\SYBASE\BIN;C:\SYBASE\DLL
3. Configure Sybase Open Client to connect to the database that you want to access.
1. Create an ODBC data source using the DataDirect 32-bit closed ODBC driver for
Sybase provided by Informatica.
2. On the Performance tab, set Prepare Method to 2-Full. This ensures consistent data in
the repository, optimizes performance, and reduces overhead on tempdb.
3. Verify that you can connect to the Sybase ASE database using the ODBC data source.
1. Create an ODBC data source for each Teradata database that you want to access.
To create the ODBC data source, use the driver provided by Teradata.
Create a System DSN if you start the Informatica Services service with a Local System
account logon. Create a User DSN if you select the This account log in option to start the
Informatica Services service.
2. Enter the name for the new ODBC data source and the name of the Teradata server or its
IP address.
To configure a connection to a single Teradata database, enter the DefaultDatabase name.
To create a single connection to the default database, enter the user name and password.
To connect to multiple databases, using the same ODBC data source, leave the
DefaultDatabase field and the user name and password fields empty.
3. Configure Date Options in the Options dialog box. In the Teradata Options dialog box,
specify AAA for DateTime Format.
4. Configure Session Mode in the Options dialog box.
When you create a target data source, choose ANSI session mode. If you choose ANSI
session mode, Teradata does not roll back the transaction when it encounters a row error.
If you choose Teradata session mode, Teradata rolls back the transaction when it
Connecting to Databases
from UNIX
This chapter includes the following topics:
♦ Overview, 504
♦ Connecting to an IBM DB2 Universal Database, 505
♦ Connecting to an Informix Database, 508
♦ Connecting to an Oracle Database, 511
♦ Connecting to a Sybase ASE Database, 515
♦ Connecting to a Teradata Database, 518
♦ Connecting to an ODBC Data Source, 522
♦ Sample odbc.ini File, 525
503
Overview
The Repository Service uses native drivers to communicate with the repository database. The
Integration Service can use native drivers or ODBC to communicate with databases. Use
native database drivers to increase performance.
To connect to a database, install and configure native database client connectivity software on
the machine where you configure the Repository Service and Integration Service processes to
run. To ensure compatibility between the Integration Service, the Repository Service, and a
repository database, use the appropriate database client libraries. For more information, see
“Working with 32-bit and 64-bit Platforms” on page 46.
On Linux, use native drivers to connect to IBM DB2, Oracle, or Sybase ASE databases.You
can connect to other sources and targets using ODBC. The Informix client is not available on
Linux. Use ODBC to connect to Informix from Linux.
Configure ODBC connections using the DataDirect ODBC drivers provided with
PowerCenter or third-party ODBC drivers that are Level 2 or above compliant. The ODBC
wire protocols do not require database client software to connect to sources and targets. For
more information, see “Connecting to an ODBC Data Source” on page 522.
Note: You cannot use Teradata or Informix for a PowerCenter repository.
Using a C shell:
$ setenv DB2INSTANCE db2admin
Using a C shell:
$ setenv INSTHOME ~db2admin>
Using a C shell:
$ setenv DB2DIR /opt/IBMdb2/v6.1
PATH. To run the IBM DB2 command line programs, set the variable to include the
DB2 bin directory.
Using a Bourne shell:
$ PATH=${PATH}:$DB2DIR/bin; export PATH
Using a C shell:
$ setenv PATH ${PATH}:$DB2DIR/bin
3. Set the shared library variable to include the DB2 lib directory.
The IBM DB2 client software contains a number of shared library components that the
Integration Service and the Repository Service processes load dynamically. To locate the
shared libraries during run time, set the shared library environment variable.
The shared library path must also include the PowerCenter Services installation directory
(server_dir).
Set the shared library environment variable based on the operating system. The following
table describes the shared library variables for each operating system:
Solaris LD_LIBRARY_PATH
Linux LD_LIBRARY_PATH
AIX LIBPATH
HP-UX SHLIB_PATH
For example, use the following syntax for Solaris and Linux:
♦ Using a Bourne shell:
$ LD_LIBRARY_PATH=${LD_LIBRARY_PATH}:$HOME/server_dir:$DB2DIR/lib; export
LD_LIBRARY_PATH
♦ Using a C shell:
$ setenv LD_LIBRARY_PATH ${LD_LIBRARY_PATH}:$HOME/server_dir:$DB2DIR/lib
For HP-UX:
♦ Using a Bourne shell:
$ SHLIB_PATH=${SHLIB_PATH}:$HOME/server_dir:$DB2DIR/lib; export
SHLIB_PATH
♦ Using a C shell:
For AIX:
♦ Using a Bourne shell:
$ LIBPATH=${LIBPATH}:$HOME/server_dir:$DB2DIR/lib; export LIBPATH
♦ Using a C shell:
$ setenv LIBPATH ${LIBPATH}:$HOME/server_dir:$DB2DIR/lib
4. Edit the .cshrc or .profile to include the complete set of shell commands. Save the file and
either log out and log in again or issue the source command.
Using a Bourne shell:
$ source .profile
Using a C shell:
$ source .cshrc
5. If the DB2 database resides on the same machine on which Integration Service or
Repository Service processes run, configure the DB2 instance as a remote instance.
Run the following command to verify if there is a remote entry for the database:
DB2 LIST DATABASE DIRECTORY
The command lists all the databases that the DB2 client can access and their
configuration properties. If this command lists an entry for “Directory entry type” of
“Remote,” skip to step 6.
If the database is not configured as remote, run the following command to verify whether
a TCP/IP node is cataloged for the host:
DB2 LIST NODE DIRECTORY
If the node name is empty, you can create one when you set up a remote database. Use
the following command to set up a remote database and, if needed, create a node:
db2 CATALOG TCPIP NODE <nodename> REMOTE <hostname_or_address> SERVER
<port number>
For more information about these commands, refer to the database documentation.
6. Verify that you can connect to the DB2 database. Run the DB2 Command Line
Processor and issue the command:
CONNECT TO <dbalias> USER <username> USING <password>
1. To configure connectivity for the Integration Service process, log in to the machine as a
user who can start the server process.
2. Set the INFORMIXDIR, INFORMIXSERVER, DBMONEY, and PATH environment
variables.
INFORMIXDIR. Set the variable to the directory where the database client is installed.
For example, if the client is installed in the /databases/informix directory:
Using a Bourne shell:
$ INFORMIXDIR=/databases/informix; export INFORMIXDIR
Using a C shell:
$ setenv INFORMIXDIR /databases/informix
INFORMIXSERVER. Set the variable to the name of the server. For example, if the
name of the Informix server is INFSERVER:
Using a Bourne shell:
$ INFORMIXSERVER=INFSERVER; export INFORMIXSERVER
Using a C shell:
$ setenv INFORMIXSERVER INFSERVER
DBMONEY. Set the variable so Informix does not prefix the data with the dollar sign ($)
for money datatypes.
Using a C shell:
$ setenv DBMONEY=' .'
PATH. To run the Informix command line programs, set the variable to include the
Informix bin directory.
Using a Bourne shell:
$ PATH=${PATH}:$INFORMIXDIR/bin; export PATH
Using a C shell:
$ setenv PATH ${PATH}:$INFORMIXDIR/bin
3. Set the shared library path to include the Informix lib directory.
The Informix client software contains a number of shared library components that the
Integration Service process loads dynamically. To locate the shared libraries during run
time, set the shared library environment variable.
The shared library path must also include the PowerCenter Services installation directory
(server_dir).
Set the shared library environment variable based on the operating system. The following
table describes the shared library variables for each operating system:
Solaris LD_LIBRARY_PATH
Linux LD_LIBRARY_PATH
AIX LIBPATH
HP-UX SHLIB_PATH
♦ Using a C shell:
$ setenv LD_LIBRARY_PATH ${LD_LIBRARY_PATH}:$HOME/
server_dir:$INFORMIXDIR/lib:$INFORMIXDIR/lib/esql
For HP-UX
♦ Using a Bourne shell:
$ SHLIB_PATH=${SHLIB_PATH}:$HOME/server_dir:$INFORMIXDIR/
lib:$INFORMIXDIR/lib/esql; export SHLIB_PATH
For AIX
♦ Using a Bourne shell:
$ LIBPATH=${LIBPATH}:$HOME/server_dir:$INFORMIXDIR/lib:$INFORMIXDIR/lib/
esql; export LIBPATH
♦ Using a C shell:
$ setenv LIBPATH ${LIBPATH}:$HOME/server_dir:$INFORMIXDIR/
lib:$INFORMIXDIR/lib/esql
7. Edit the .cshrc or .profile to include the complete set of shell commands. Save the file and
either log out and log in again, or issue the source command.
Using a Bourne shell:
$ source .profile
Using a C shell:
$ source .cshrc
8. Verify that the Informix server name is defined in the $INFORMIXDIR/etc/sqlhosts file.
9. Verify that the Service (last column entry for the server named in the sqlhosts file) is
defined in the services file (usually /etc/services). If not, define the Informix Services
name in the Services file.
Enter the Services name and port number. The default port number is 1525, which
should work in most cases.
See the Informix and UNIX documentation for more information.
10. Verify that you can connect to the Informix database.
If you fail to connect to the database, verify that you have correctly entered all the
information.
1. To configure connectivity for the Integration Service or Repository Service process, log in
to the machine as a user who can start the server process.
2. Set the ORACLE_HOME, NLS_LANG, TNS_ADMIN, and PATH environment
variables.
ORACLE_HOME. Set the variable to the Oracle client installation directory. For
example, if the client is installed in the /HOME2/oracle directory:
Using a Bourne shell:
$ ORACLE_HOME=/HOME2/oracle; export ORACLE_HOME
Using a C shell:
$ setenv ORACLE_HOME /HOME2/oracle
NLS_LANG. Set the variable to the locale (language, territory, and character set) you
want the database client and server to use with the login. The value of this variable
depends on the configuration. For example, if the value is american_america.UTF8, you
must set the variable as follows:
Using a Bourne shell:
$ NLS_LANG=american_america.UTF8; export NLS_LANG
Using a C shell:
$ setenv TNS_ADMIN=$HOME2/oracle/network/admin
Setting the TNS_ADMIN is optional, and might vary depending on the configuration.
PATH. To run the Oracle command line programs, set the variable to include the Oracle
bin directory.
Using a Bourne shell:
$ PATH=${PATH}:$ORACLE_HOME/bin; export PATH
Using a C shell:
$ setenv PATH ${PATH}:ORACLE_HOME/bin
Set the shared library environment variable based on the operating system. The following
table describes the shared library variables for each operating system:
Solaris LD_LIBRARY_PATH
Linux LD_LIBRARY_PATH
AIX LIBPATH
HP-UX SHLIB_PATH
For example, use the following syntax for Solaris and Linux:
♦ Using a Bourne shell:
$ LD_LIBRARY_PATH=${LD_LIBRARY_PATH}:$HOME/server_dir:$ORACLE_HOME/lib;
export LD_LIBRARY_PATH
For HP-UX
♦ Using a Bourne shell:
$ SHLIB_PATH=${SHLIB_PATH}:$HOME/server_dir:$ORACLE_HOME/lib; export
SHLIB_PATH
♦ Using a C shell:
$ setenv SHLIB_PATH ${SHLIB_PATH}:$HOME/server_dir:$ORACLE_HOME/lib
For AIX
♦ Using a Bourne shell:
$ LIBPATH=${LIBPATH}:$HOME/server_dir:$ORACLE_HOME/lib; export LIBPATH
♦ Using a C shell:
$ setenv LIBPATH ${LIBPATH}:$HOME/server_dir:$ORACLE_HOME/lib
4. Edit the .cshrc or .profile to include the complete set of shell commands. Save the file and
either log out and log in again, or issue the source command.
Using a Bourne shell:
$ source .profile
Using a C shell:
$ source .cshrc
(DESCRIPTION
(ADDRESS_LIST =
(ADDRESS =
(COMMUNITY = mycompany.world
(PROTOCOL = TCP)
(Host = mymachine)
(Port = 1521)
(SID = MYORA7)
(GLOBAL_NAMES = mydatabase.world)
Using a C shell:
$ setenv SYBASE /usr/sybase
PATH. To run the Sybase command line programs, set the variable to include the Sybase
bin directory.
Using a Bourne shell:
$ PATH=${PATH}:/usr/sybase/bin; export PATH
Set the shared library environment variable based on the operating system. The following
table describes the shared library variables for each operating system.
Solaris LD_LIBRARY_PATH
Linux LD_LIBRARY_PATH
AIX LIBPATH
HP-UX SHLIB_PATH
For example, use the following syntax for Solaris and Linux:
♦ Using a Bourne shell:
$ LD_LIBRARY_PATH=${LD_LIBRARY_PATH}:$HOME/server_dir:$SYBASE/lib; export
LD_LIBRARY_PATH
♦ Using a C shell:
$ setenv LD_LIBRARY_PATH ${LD_LIBRARY_PATH}:$HOME/server_dir:$SYBASE/lib
For HP-UX
♦ Using a Bourne shell:
$ SHLIB_PATH=${SHLIB_PATH}:$HOME/server_dir:$SYBASE/lib; export
SHLIB_PATH
♦ Using a C shell:
$ setenv SHLIB_PATH ${SHLIB_PATH}:$HOME/server_dir:$SYBASE/lib
For AIX
♦ Using a Bourne shell:
$ LIBPATH=${LIBPATH}:$HOME/server_dir:$SYBASE/lib; export LIBPATH
♦ Using a C shell:
$ setenv LIBPATH ${LIBPATH}:$HOME/server_dir:$SYBASE/lib
4. Edit the .cshrc or .profile to include the complete set of shell commands. Save the file and
either log out and log in again, or issue the source command.
Using a Bourne shell:
$ source .profile
5. Verify the Sybase ASE server name in the Sybase interfaces file (stored in the $SYBASE
directory).
6. Verify that you can connect to the Sybase ASE database.
To connect to the Sybase ASE database, launch ISQL and enter the connectivity
information. If you fail to connect to the database, verify that you correctly entered all of
the connectivity information.
User names and database names are case sensitive.
1. To configure connectivity for the Integration Service process, log in to the machine as a
user who can start a service process.
2. Set the TERADATA_HOME, ODBCHOME, and PATH environment variables.
TERADATA_HOME. Set the variable to the Teradata driver installation directory. The
defaults are as follows:
Using a Bourne shell:
$ TERADATA_HOME=/teradata/usr; export TERADATA_HOME
Using a C shell:
$ setenv TERADATA_HOME /teradata/usr
ODBCHOME. Set the variable to the ODBC installation directory. For example:
Using a Bourne shell:
$ ODBCHOME=/usr/odbc; export ODBCHOME
Using a C shell:
$ setenv ODBCHOME /usr/odbc
PATH. To run the ivtestlib utility, to verify that the UNIX ODBC manager can load the
driver files, set the variable as follows:
Using a Bourne shell:
PATH="${PATH}:$ODBCHOME/bin:$TERADATA_HOME/bin"
Using a C shell:
$ setenv PATH ${PATH}:$ODBCHOME/bin:$TERADATA_HOME/bin
Set the shared library environment variable based on the operating system. The following
table describes the shared library variables for each operating system:
Solaris LD_LIBRARY_PATH
Linux LD_LIBRARY_PATH
AIX LIBPATH
HP-UX SHLIB_PATH
♦ Using a C shell:
$ setenv LD_LIBRARY_PATH "${LD_LIBRARY_PATH}:$HOME/server_dir:$ODBCHOME/
lib:$TERADATA_HOME/lib:$TERADATA_HOME/odbc/lib"
For HP-UX
♦ Using a Bourne shell:
$ SHLIB_PATH=${SHLIB_PATH}:$HOME/server_dir:$ODBCHOME/lib; export
SHLIB_PATH
♦ Using a C shell:
$ setenv SHLIB_PATH ${SHLIB_PATH}:$HOME/server_dir:$ODBCHOME/lib
For AIX
♦ Using a Bourne shell:
$ LIBPATH=${LIBPATH}:$HOME/server_dir:$ODBCHOME/lib; export LIBPATH
♦ Using a C shell:
$ setenv LIBPATH ${LIBPATH}:$HOME/server_dir:$ODBCHOME/lib
4. Edit the existing odbc.ini file or copy the odbc.ini file to the home directory and edit it.
This file exists in $ODBCHOME directory.
$ cp $ODBCHOME/odbc.ini $HOME/.odbc.ini
Add an entry for the Teradata data source under the section [ODBC Data Sources] and
configure the data source.
[MY_TERADATA_SOURCE]
Driver=/u01/app/teradata/td-tuf611/odbc/drivers/tdata.so
DBCName=208.199.59.208
DateTimeFormat=AAA
SessionMode=ANSI
DefaultDatabase=
Username=
Password=
9. Edit the .cshrc or .profile to include the complete set of shell commands.
10. Save the file and either log out and log in again, or issue the source command.
Using a Bourne shell:
$ source .profile
Using a C shell:
$ source .cshrc
11. For each data source you use, make a note of the file name under the Driver=<parameter>
in the data source entry in odbc.ini. Use the ivtestlib utility to verify that the UNIX
ODBC manager can load the driver file.
12. Test the connection using BTEQ or another Teradata client tool.
1. To configure connectivity for the Integration Service process, log in to the machine as a
user who can start a service process.
2. Set the ODBCHOME and PATH environment variables.
ODBCHOME. Set to the DataDirect ODBC installation directory. For example, if the
install directory is /opt/ODBC5.1.
Using a Bourne shell:
$ ODBCHOME=/opt/ODBC5.1; export ODBCHOME
Using a C shell:
$ setenv ODBCHOME /opt/ODBC5.1
PATH. To run the ODBC command line programs, like ivtestlib, set the variable to
include the odbc bin directory.
Using a Bourne shell:
$ PATH=${PATH}:$ODBCHOME/bin; export PATH
Using a C shell:
$ setenv PATH ${PATH}:$ODBCHOME/bin
Run the ivtestlib utility to verify that the UNIX ODBC manager can load the driver files.
3. Set the shared library environment variable.
The ODBC software contains a number of shared library components that the
Integration Service and Repository Service processes load dynamically. To locate the
shared libraries during run time, set the shared library environment variable.
Set the shared library environment variable based on the operating system. The following
table describes the shared library variables for each operating system:
Solaris LD_LIBRARY_PATH
Linux LD_LIBRARY_PATH
AIX LIBPATH
HP-UX SHLIB_PATH
For example, use the following syntax for Solaris and Linux:
♦ Using a Bourne shell:
$ LD_LIBRARY_PATH=${LD_LIBRARY_PATH}:$HOME/server_dir:$ODBCHOME/lib;
export LD_LIBRARY_PATH
♦ Using a C shell:
$ setenv LD_LIBRARY_PATH $HOME/server_dir:$ODBCHOME:${LD_LIBRARY_PATH}
For HP-UX
♦ Using a Bourne shell:
$ SHLIB_PATH=${SHLIB_PATH}:$HOME/server_dir:$ODBCHOME/lib; export
SHLIB_PATH
♦ Using a C shell:
$ setenv SHLIB_PATH ${SHLIB_PATH}:$HOME/server_dir:$ODBCHOME/lib
For AIX
♦ Using a Bourne shell:
$ LIBPATH=${LIBPATH}:$HOME/server_dir:$ODBCHOME/lib; export LIBPATH
♦ Using a C shell:
$ setenv LIBPATH ${LIBPATH}:$HOME/server_dir:$ODBCHOME/lib
4. Edit the existing odbc.ini file or copy the odbc.ini file to the home directory and edit it.
This file exists in $ODBCHOME directory.
$ cp $ODBCHOME/odbc.ini $HOME/.odbc.ini
Add an entry for the ODBC data source under the section [ODBC Data Sources] and
configure the data source.
For example:
MY_MSSQLSERVER_ODBC_SOURCE=<Driver name or Data source description>
[MY_SQLSERVER_ODBC_SOURCE]
LogonID=<username>
Password=<password>
Address=<TCP/IP address>,<port number>
QuoteId=No
AnsiNPW=No
ApplicationsUsingThreads=1
This file might already exist if you have configured one or more ODBC data sources.
For a sample odbc.ini file, see “Sample odbc.ini File” on page 525.
5. Verify that the last entry in the odbc.ini is InstallDir and set it to the odbc installation
directory. For example:
InstallDir=/usr/odbc
6. If you use the odbc.ini file in the home directory, set the ODBCINI environment
variable.
Using a Bourne shell:
$ ODBCINI=/$HOME/.odbc.ini; export ODBCINI
Using a C shell:
$ setenv ODBCINI $HOME/.odbc.ini
7. Edit the .cshrc or .profile to include the complete set of shell commands. Save the file and
either log out and log in again, or issue the source command.
Using a Bourne shell:
$ source .profile
Using a C shell:
$ source .cshrc
8. Use the ivtestlib utility to verify that the UNIX ODBC manager can load the driver file
you specified for the data source in the odbc.ini file.
For example, if you have the driver entry:
Driver = /opt/odbc/lib/DWxxxx.so
9. Install and configure any underlying client access software needed by the ODBC driver.
Note: While some ODBC drivers are self-contained and have all information inside the
.odbc.ini file, most are not. For example, if you want to use an ODBC driver to access
Oracle, you must install the Oracle SQL*NET software and set the appropriate
environment variables. Verify such additional software configuration separately before
using ODBC.
[dBase]
Driver=/u02/app/ODBC5.1/lib/ivdbf21.so
Description=DataDirect 5.1 dBaseFile(*.dbf)
ApplicationUsingThreads=1
CacheSize=4
CreateType=dBASE5
Database=/u02/app/ODBC5.1/demo
DataFileExtension=DBF
ExtensionCase=UPPER
FileOpenCache=0
IntlSort=0
LockCompatibility=dBASE
Locking=RECORD
UseLongNames=0
UseLongQualifiers=0
[FoxPro3]
Driver=/u02/app/ODBC5.1/lib/ivdbf21.so
Description=DataDirect 5.1 dBaseFile(*.dbf)
ApplicationUsingThreads=1
CacheSize=4
CreateType=FoxPro30
Database=/u02/app/ODBC5.1/demo
DataFileExtension=DBF
ExtensionCase=UPPER
FileOpenCache=0
IntlSort=0
LockCompatibility=Fox
Locking=RECORD
UseLongNames=0
UseLongQualifiers=0
[ODBC]
IANAAppCodePage=4
InstallDir=/u02/app/ODBC5.1
Trace=0
TraceDll=/u02/app/ODBC5.1/lib/odbctrac.so
TraceFile=odbctrace.out
UseCursorLib=0
527
528
Appendix A
529
Overview
The method you use to start and stop Informatica Services depends on the operating system:
♦ UNIX. Start and stop Informatica Services from the command line.
♦ Windows. Start and stop Informatica Services from the Windows Start Menu or from
Windows Services.
You can also use the Administration Console to shut down a node. When you shut down a
node, you stop Informatica Services on the node.
Use the following rules and guidelines when starting and stopping Informatica Services on a
node:
♦ When you shut down a node, the node is unavailable to the domain. If you shut down a
gateway node and do not have another gateway node in the domain, the domain is
unavailable.
♦ When you start Informatica Services, verify that the port used by Informatica Services on
the node is available. For example, if you stop Informatica Services on a node and then
restart Informatica Services, verify that another process on the machine is not using the
port. If the port is not available, Informatica Services will fail to start on the node.
♦ If you do not use the Administration Console to shut down a node, any process running
on the node will be aborted. If you want to wait for all processes to complete before
shutting down a node, use the Administration Console.
♦ If you have two nodes in a domain with one node configured as a primary node for an
application service and the other node configured as a backup node, you must start
Informatica Services on the primary node before you start the backup node. Otherwise,
the application service will run on the backup node and not the primary node.
1. At the command prompt, switch to the directory where the infaservice executable is
located.
2. At the command prompt, type the following command to start or stop the Service
Manager:
infaservice [startup | shutdown]
Note: If you use a softlink to specify the location of infaservice, you must set the
INFA_HOME environment variable to the location of the PowerCenter Services installation
directory. For more information, see “Configuring INFA_HOME” on page 357.
You can start and stop Informatica Services by starting and stopping the service using
Windows Services or by using the Windows shortcut.
1. Log in to the Administration Console. For more information, see “Logging in to the
Administration Console” on page 547.
2. Select the node in the Navigator.
3. Click Shutdown in the Main window.
535
Overview
Data Analyzer and Metadata Manager use JBoss Application Server, BEA WebLogic Server,
and IBM WebSphere Application Server to manage processes and manage application,
network, and system resources.
On UNIX, you start and stop the application servers from the command line. On Windows,
the PowerCenter installer installs the server as a service and provides shortcuts for starting the
server from the Windows Start menu.
The PowerCenter installer starts all servers as part of the installation. Typically, you do not
need to start the servers manually.
To start Data Analyzer or Metadata Manager, you need to start the application server where
you installed them. After you start the application server, use a web browser to access Data
Analyzer or Metadata Manager.
You can start and stop servers depending on the type of application server:
♦ JBoss Application Server. You can start and stop JBoss Application Server from the
command line or the Windows Start menu. For more information, see “Starting and
Stopping Applications on JBoss Application Server” on page 537.
♦ BEA WebLogic Server. You can start and stop BEA WebLogic Server from the command
line. For more information, see “Starting and Stopping Applications on BEA WebLogic
Server” on page 540.
♦ IBM WebSphere Application Server. You can start and stop the deployment manager,
node agent, JMS server, and default server from the command line. For more information,
see “Starting and Stopping Applications on IBM WebSphere Application Server” on
page 542.
1. Navigate to the drive and directory where you installed JBoss Application Server and go
to the /bin directory.
The default /bin directory is /Informatica/PowerCenter8.1.1/JBoss403/bin.
2. Run JBoss Application Server with the server configuration parameter.
The default JBoss server configuration for Data Analyzer and Metadata Manager is
informatica.
On Windows, run JBoss Application Server with the following command:
run -c informatica
When the application server starts its processes, the command prompt stops scrolling. Wait
until JBoss Application Server starts before you access the applications.
The default JBoss server configuration for Data Analyzer or Metadata Manager is informatica.
The service name for JBoss Application Server is Informatica_811_JBoss_Informatica.
The PowerCenter installer also creates a shortcut on the Windows Start menu to start the
service. You can start JBoss Application Server from Windows Services or from the Windows
Start menu.
1. On the Windows Start menu, select Programs > Informatica PowerCenter 8.1.1 > Server.
2. Select Start JBoss Service.
The JBoss Application Server service takes a moment to start. Wait until JBoss Application
Server starts before you access the applications.
1. Navigate to the drive and directory where you installed JBoss Application Server and go
to the /bin directory.
The default /bin directory is /Informatica/JBoss403/bin.
2. Stop JBoss Application Server with the shutdown parameter.
On Windows, stop JBoss Application Server with the following command:
shutdown --s jnp://<HostName>:<JNP invoker port> --S
The --s parameter requires the host name of the machine that hosts JBoss Application
Server. It is preceded by two dashes (--).
The --S parameter is also preceded by two dashes (--).
The JBoss Application Server service takes a moment to stop. JBoss Application Server is
stopped when the command prompt stops scrolling and the command line displays again.
1. On the Windows Start menu, select Programs > Informatica PowerCenter 8.1.1 > Server.
2. Select Stop JBoss Service.
1. Navigate to the drive and directory where BEA WebLogic Server is installed and go to the
domain directory for Data Analyzer and Metadata Manager.
In PowerCenter, the default WebLogic domain for Data Analyzer and Metadata Manager
is informatica. The default domain directory is
/bea/user_projects/domains/informatica
When the application server successfully starts all its processes, a message similar to the
following displays:
Started WebLogic Admin Server “myserver” for domain “Informatica” running
in Production Mode
The initialization process may take a while. After the initialization process completes, the
command prompt stops scrolling.
In PowerCenter, the default WebLogic domain name for Data Analyzer and Metadata
Manager is informatica. The default application server name is myserver. The service name for
BEA WebLogic Server is beasvc informatica_myserver.
The PowerCenter installer also creates a shortcut on the Windows Start menu to start the
service. You can start BEA WebLogic Server from the Windows Services or from the Windows
Start menu.
To start BEA WebLogic Ser ver from the Windows Start menu:
1. On the Windows Start menu, select Programs > Informatica PowerCenter 8.1.1 > Server.
2. Select Start WebLogic Service.
The BEA WebLogic Server service takes a moment to start. Wait until BEA WebLogic Server
starts before you access the applications.
1. Open a web browser and type the URL for the WebLogic Administration Console.
The URL for the BEA WebLogic Server contains the host name and port for BEA
WebLogic Server with the /console context path:
http://MachineName.DomainName.com:7001/console
1. Navigate to the IBM WebSphere Application Server Network Deployment /bin directory.
The default /bin directory for IBM WebSphere Application Server Network Deployment
is:
/WebSphere/DeploymentManager/bin.
WASAdmin is the user name for the WebSphere Administrative Console administrator.
WASAdminPassword is the password for the WebSphere Administrative Console
administrator.
When the deployment manager successfully starts all its processes, the following message
appears:
Server launched. Waiting for initialization status.
The initialization process may take a while. You must wait for the message before you start the
other servers. After the initialization process completes, the command prompt stops scrolling.
The initialization process may take a while. Make sure that the node agent starts before you
start the other servers. After the initialization process completes, the command prompt stops
scrolling.
WASAdmin is the user name for the WebSphere Administrative Console administrator.
WASAdminPassword is the password for the WebSphere Administrative Console
administrator.
The JMS server is started when the status column displays a green arrow.
The initialization process may take a while. Wait until the JMS server completes its
initialization processes before you start the default server.
Do not close the WebSphere Administrative Console. Start the default WebSphere server on
the same console.
WASAdmin is the user name for the WebSphere Administrative Console administrator.
WASAdminPassword is the password for the WebSphere Administrative Console
administrator.
The default server is started when the status column displays a green arrow.
The initialization process may take a while. Wait until the default server starts before you
access the applications.
Step 1. Stop the Default Server, JMS Server, and Node Agent
On Windows, open a command window and run the batch files to stop the servers. On
UNIX, run the script files as shell commands.
If Data Analyzer and Metadata Manager run on a server other than the default server, stop the
specified server instead of the default server.
2. Stop servers in the following sequence: default server, JMS server, and node agent.
Wait until a server stops and the message Server <ServerType> stop completed before
stopping the next server.
WASAdmin is the user name for the WebSphere Administrative Console administrator.
WASAdminPassword is the password for the WebSphere Administrative Console
administrator.
1. Navigate to the IBM WebSphere Application Server Network Deployment /bin directory.
The default /bin directory for IBM WebSphere Application Server Network Deployment
is:
/WebSphere/DeploymentManager/bin
WASAdmin is the user name for the WebSphere Administrative Console administrator.
WASAdminPassword is the password for the WebSphere Administrative Console
administrator.
The message Server dmgr stop completed displays on the command line. The shutdown process
might take a while. After the shutdown process completes, the command prompt stops
scrolling.
Logging in to the
Administration Console
This appendix includes the following topics:
♦ Logging in to the Administration Console, 548
547
Logging in to the Administration Console
When you create a domain, the PowerCenter installer installs the Administration Console on
the gateway node for the domain. You must log in to the Administration Console to configure
application services and nodes in the domain. You may need to log in to the Administration
Console to troubleshoot issues during installation.
In the URL, <host> is the name of the machine that hosts the domain, and <port> is the
gateway port number. If you are not using the Internet Explorer Enhanced Security
Configuration, you can enter the following URL, and the browser is directed to the full
URL for the login page:
http://<host>:<port>
ODBC Calls
549
Client ODBC Calls
The PowerCenter Client makes function calls when communicating with databases.
Table D-1 describes the core function calls the PowerCenter Client makes to connect to
ODBC drivers:
Function Description
SQLColumns Called with the table name and the owner name. NULL is never passed
for the owner name or table name. The owner name is obtained from the
results of SQLTables.
SQLConnect Connects.
SQLDisconnect Disconnects.
SQLError Errors.
SQLForeignKeys Called with the table name and the owner name. NULL is never passed
for the owner name or table name. The owner name is obtained from the
results of SQLTables above. This is called twice:
- With the FROM table as NULL
- With the TO table as NULL
SQLGetFunctions Called to see if the driver supports SQLForeignKeys before calling it.
SQLForeignKeys is called only if the driver supports it. The DataDirect
5.x Informix driver does not support SQLForeignKeys.
Function Description
SQLPrimaryKeys Called with the table name and the owner name. NULL is never passed
for the owner name or table name. The owner name is obtained from the
results of SQLTables.
SQLProcedureColumns Called with the procedure name and the owner name. NULL is never
passed for the owner name or procedure name. The owner name is
obtained from the results of SQLProcedures.
SQLProcedures Called with the supplied owner name or NULL if all owners are
requested.
SQLTables Called with the supplied owner name or NULL if all owners are
requested.
This is called a total of five times, once for each of the following:
- TABLE
- SYSTEM TABLE
- VIEW
- ALIAS
- SYNONYM
The Import dialog box displays the union of all returned rows.
Function Description
SQLConnect Connects.
SQLDisconnect Disconnects.
SQLError Errors.
SQLSetStmtOption Sets the options for a statement to control how to read and how many rows to read.
JDBC Drivers
553
Installed JDBC Drivers
When you install Data Analyzer or Metadata Manager, you must select the type of database
where you want to create the Data Analyzer or Metadata Manager repository. When you select
the database type, the installer provides the syntax for database URL.
Table E-1 describes the details on the JDBC drivers installed with PowerCenter for Data
Analyzer and Metadata Manager:
Oracle
IBM DB2
Sybase ASE
Table E-2 describes the information you need to supply in the database URL for the
supported JDBC drivers:
Element Description
host_name IP address or host name of the machine hosting the database server.
For more information about the types of JDBC drivers, visit the Java web site:
http://java.sun.com/products/jdbc/driverdesc.html
Informatica recommends that you use the JDBC driver from Informatica to connect to Oracle
data sources in Data Analyzer. If you use the JDBC driver from Oracle (also known as the
Oracle thin driver) to connect to data sources, you might not be able to use stored procedures
in the SQL queries of your Data Analyzer reports. For more information about using stored
procedures in the SQL query for a report, see “Running a Report” in the Data Analyzer User
Guide.
LANG Environment
Variable for Linux
This appendix includes the following topic:
♦ Overview, 558
557
Overview
When you set up the locale on a Linux machine, you can specify one of many values for the
locale in the LANG environment variable. PowerCenter accepts a subset of all possible values
that Linux accepts. If you install PowerCenter on a Linux machine, use one of the valid values
for the LANG environment variable.
Table F-1 provides a list of values that PowerCenter accepts for the LANG environment
variable:
Table F-1. Valid Values for the LANG Environment Variable for Linux Machines
Dutch Netherlands nl
Estonian Estonia et
Finnish Finland fi
Finnish Finland su
French France fr
German Germany de
Overview 559
Table F-1. Valid Values for the LANG Environment Variable for Linux Machines
Hungarian Hungary hu
Icelandic Iceland is
Indonesian Indonesia id
Indonesian Indonesia in
Italian Italy it
Korean Korea ko
Norwegian Norway no
Polish Poland pl
Portuguese Portugal pt
Romanian Romania ro
Russian Russia ru
Serbian Yugoslavia sr
Slovak Slovakia sk
Overview 561
Table F-1. Valid Values for the LANG Environment Variable for Linux Machines
Spanish Spain es
Swedish Sweden se
Swedish Sweden sv
Turkish Turkey tr
Ukrainian Ukraine ua
A B
AddLicense (infacmd) BEA WebLogic Server
troubleshooting 368 See WebLogic Server
Administration Console
log events 365
logging in 548 C
Upgrade Wizard 402
cached reports
upgrading a repository 424
list for PowerCenter Repository Reports 345
Administrative reports
catalina.out
importing 282
troubleshooting installation 364
installing 282
cfgfiles
AIX
upgrade directory 92
configuring JRE path 62
COBOL
configuring X Virtual Frame Buffer (Xvfb) 73
connectivity 484
Java components 62
code pages
LIBPATH 62
PowerCenter 45
application server
setting for repository configuration 122, 146, 220, 231
See also JBoss Application Server
color schemes
See also WebLogic Server
See also Data Analyzer Administrator Guide
See also WebSphere Application Server
upgrading 464
installation prerequisites 40
configuring Sybase ASE repository 54
installing 70
Connect (pmrep)
troubleshooting 373
troubleshooting 369
uninstalled files 387
connect string
authentication
examples 478
configuring for application server 70
setting for repository configuration 122, 146, 220, 231
syntax 478
563
connecting CreateIntegrationService (infacmd)
Integration Service to IBM DB2 (UNIX) 505 troubleshooting 371
Integration Service to IBM DB2 (Windows) 489 CreateRepositoryService (infacmd)
Integration Service to Informix (UNIX) 508 troubleshooting 369
Integration Service to Informix (Windows) 491 Custom Function SDK
Integration Service to Microsoft Access 493 Informatica Developer Platform 316
Integration Service to Microsoft SQL Server 494 installation directory 321
Integration Service to ODBC data sources (UNIX) installing 317
522
Integration Service to Oracle (UNIX) 511
Integration Service to Oracle (Windows) 496 D
Integration Service to Sybase ASE (UNIX) 515
Data Analyzer
Integration Service to Sybase ASE (Windows) 499
adding data sources 354
Integration Service to Teradata (Windows) 501
components 9
Microsoft Excel to Integration Service 493
configuring a data source 351
PowerCenter Client to Informix 501
configuring authentication 70
to UNIX databases 504
configuring Sybase ASE repository 54
to Windows databases 488
connectivity 486
connecting to databases
creating data connectors 352
JDBC 486
custom installation in console mode 248
connection strings
custom installation in graphical mode 175
JDBC connections 554
database drivers 475
native connectivity 478
EAR Repackager utility 302
connectivity
Import Export utility 303
COBOL 484
installing JDBC XA on Microsoft SQL Server 338
configuring for upgrade 79
installing on JBoss Application Server 4
connect string examples 478
installing on WebLogic Server 4
Data Analyzer 486
installing on WebSphere Application Server 4
diagram of 474
JDBC-ODBC bridge 486
Integration Service 484
License Update utility 303
Metadata Manager 486
minimum system requirements 35
overview 474
ODBC (Open Database Connectivity) 474
PowerCenter Client 481
PowerCenter Integration utility 304, 334
Repository Service 483
repository 372
console mode
Repository Backup utility 309
installing PowerCenter Advanced Edition 224
Repository Upgrade utility 309
installing PowerCenter Reports 288
troubleshooting 372
installing PowerCenter Standard Edition 213
uninstalling 386
rules and guidelines 212, 238
Update System Accounts utility 309
uninstallation 396
updating license 337
using 212, 238
upgrading 29
Create (pmrep)
utilities 300, 302
troubleshooting 370
Data Analyzer Data Profiling reports
create domain
installing 351
guidelines 17
upgrading 429
Create New Domain
Data Analyzer repository
console mode 217, 228
database size 38
graphical mode 115, 139, 161
optimizing for Oracle 52
CreateConnection (pmrep)
optimizing for Sybase 53
troubleshooting 372
data connectors
adding data source for PowerCenter Repository
564 Index
Reports 341 connecting to Sybase ASE 499, 515
adding the Data Profiling data source 354 connecting to Teradata (UNIX) 518
creating for Data Profiling 352 connecting to Teradata (Windows) 501
primary data source 353 creating accounts 56
properties 353 Data Analyzer 52
Data Profiling warehouse Data Profiling warehouse 52
back up 428 domain configuration 52
configuring a data source 351 heap size for IBM DB2 55
creating 331 JDBC connection strings 554
database size 38 Metadata Manager repository 52
restore 428 page size for Sybase 53
upgrading 427 password 56
upgrading Data Analyzer views 429 PowerCenter repository 52
user account privileges 56 privileges for Data Analyzer repositories 56
data sources privileges for Data Profiling warehouse 56
adding to data connector 354 privileges for Metadata Manager repositories 56
adding to data connector for PowerCenter Repository privileges for PowerCenter repositories 56
Reports 341 setting name on IBM DB2 220, 232
configuring for the Data Profiling warehouse 351 setting URL for repository configuration 223, 234, 235
for PowerCenter Repository Reports 339 size for Data Profiling warehouse 38
primary in data connector 353 storage parameters for Oracle 52
using new repository for PowerCenter Repository tablespace name for IBM DB2 53
Reports 349 temporary tablespace for IBM DB2 55
Data Stencil testing connections 65
description 43 DataDirect ODBC drivers
installation prerequisites 43 platform-specific drivers required 480
uninstalling 386 datatypes
database client overview 558
configuring 60 transformation 558
environment variables 60 DB2
database drivers See IBM DB2
Integration Service 474 dbs2 connect
Repository Service 474 testing database connection 65
database type debug log
Data Analyzer repository 126, 150, 223 description 362
Metadata Manager repository 151, 235 DeleteConnection (pmrep)
PowerCenter repository 122, 231 troubleshooting 372
PowerCenter repository for Metadata Manager 146 disk space
setting for repository configuration 234 minimum requirements 35, 37, 38, 40, 43, 45, 46
database user ID DISPLAY variable
setting for repository configuration 122, 146, 220, 231 redirecting graphics on UNIX 63
database user password documentation
setting for repository configuration 122, 146, 220, 231 installed 6
databases installing 293
connecting to (UNIX) 504 installing from the hard disk 292
connecting to (Windows) 488 viewing 295
connecting to IBM DB2 489, 505 Domain Activity Reporting
connecting to Informix 491, 508 setting up on UNIX 73
connecting to Microsoft Access 493 domain configuration database
connecting to Microsoft SQL Server 494 configuring with installer 116, 140, 217, 228
connecting to Oracle 496, 511 database size 38
Index 565
definition 52
setting up 52
G
troubleshooting 366 global repository
uninstalling 386 upgrading 409
domainmeta.xml global_repo
backing up before upgrade 83 upgrade directory 92
upgrading 420, 421 graphical mode
domains configuring 63
See PowerCenter domains installing PowerCenter Advanced Edition 128
See WebLogic domain installing PowerCenter Reports 284
domains.infa installing PowerCenter Standard Edition 103
backing up before upgrade 83, 85 uninstallation 390, 392
description 64
location 64
H
E HP-UX
configuring JRE path 62
EAR Repackager utility configuring X Virtual Frame Buffer (Xvfb) 73
See also Data Analyzer Administrator Guide Java components 62
configuring 302, 311 SHLIB_PATH 62
upgrading color schemes 464
environment variables
configuring for PowerCenter 59 I
database client 60 IBM DB2
DISPLAY 63 connect string syntax 478
INFA_DOMAINS_FILE 64 connecting to Integration Service (UNIX) 505
INFA_HOME 357 connecting to Integration Service (Windows) 489
INFA_JAVA_OPTS 64 creating a Data Profiling warehouse 331, 427
Java components 62 creating Data Profiling warehouse views for Data
LANG 61 Analyzer 332
LANG_C 61 importing Metadata Manager metamodels 469
LC_ALL 61 optimizing repositories 53, 55
LC_CTYPE 61 setting DB2CODEPAGE 489
library path 60 setting DB2INSTANCE 489
local 61 setting tablespace name 122, 146, 220, 232
NLS_LANG 61 IBM WebSphere Application Server
UNIX 59 default server 544
UNIX database client 60 Import Export utility
UNIX requirements 104, 129, 176 configuring 303
event-based schedules INFA_DOMAINS_FILE
upgrading 465 environment variable 64
removing before upgrade 83
F INFA_HOME
configuring for PowerCenter utilities 301
Firefox environment variable 357
See Mozilla Firefox 68 removing before upgrade 83
flat files INFA_JAVA_OPTS
connectivity 484 environment variables 64
infacmd
Integration Services, creating 371
566 Index
nodes, adding to domains 367 Integration Service
pinging objects 368 code pages 45
Repository Services, creating 369 connectivity 484
troubleshooting 362 creating in console mode 221, 261
infasetup creating in graphical mode 123, 147
domains, defining 367 database client 57
troubleshooting 362 database drivers 475
worker nodes, defining 367 datatype usage 558
infaupgrade description 7
commands 420 log events 365
description 420 ODBC (Open Database Connectivity) 474
upgradeDomain command 421 troubleshooting 371
upgradeGatewayNode command 421 Integration Service run-time files
upgradeWorkerNode command 422 moving 460
Informatica Developer Platform Internet Explorer
description 316 See Microsoft Internet Explorer 68
list of SDKs and APIs 316 isql
Informatica Development Platform testing database connection 65
installation directories 321
Informatica Services
configuring 325 J
configuring memory 64
Java components
description 7
AIX 62
starting and stopping on UNIX 531
HP-UX 62
starting and stopping on Windows 532
Java transformation
troubleshooting 367
configuring JRE path 62
Informix
Javascript
connect string syntax 478
configuring in Firefox 68
connecting to Integration Service (UNIX) 508
JBoss Application Server
connecting to Integration Service (Windows) 491
authentication 70
connecting to PowerCenter Client 501
installation prerequisites 40
creating a Data Profiling warehouse 331
installing 70
upgrading repository 87
installing Metadata Manager on 4
installation log
server configuration 70
description 364
service name 374
installing
starting 537
console mode 212
startup command 374
creating a domain 115, 139, 161, 217, 228
stopping 538
creating a user 58
troubleshooting 373, 374
Data Analyzer Data Profiling reports 351
uninstalling 387
graphical mode 102, 154
JDBC drivers
installation and configuration steps 16
connection strings 554
joining a domain 115, 139, 161, 217, 228
Data Analyzer 474
minimum system requirements 35, 37, 38, 40, 43, 45,
Data Analyzer connection to repository 486
46
driver types 555
PowerCenter Advanced Edition 102, 154, 212
installed 9, 11
PowerCenter Client 266
installed drivers 486
PowerCenter documentation 293
Metadata Manager 474
PowerCenter Reports 282
Metadata Manager connection to databases 486
PowerCenter Standard Edition 102, 154, 212
PowerCenter domain 474
shipped with PowerCenter 554
Index 567
JDBC-ODBC bridge installation directory 321
Data Analyzer 486 installing 317
join domain Load Manager API (Java)
guidelines 17 Informatica Developer Platform 316
Join Existing Domain installation directory 321
console mode 217, 228 installing 317
graphical mode 115, 139, 161 local repository
guidelines 17 upgrading 413
local_repo
upgrade directory 92
L locale
configuring 61
LANG
localhost_log.<date>.txt
environment variable 61
troubleshooting installation 364
languages
log files
installing on Windows 69
catalina.out 364
NLS_LANG 61
debug log 362
LC_ALL
domain log events 365
environment variable 61
installation 362
LC_CTYPE
installation log 364
environment variable 61
Integration Service log events 365
LD_LIBRARY_PATH
localhost_log.<date>.txt 364
library paths 60
node.log 364
LIBPATH
Repository Service log events 365
AIX 62
summary log 363
library paths 60
types 362
library paths
WebSphere Application Server 375
LD_LIBRARY_PATH 60
Log Manager
LIBPATH 60
upgrading 460, 461
SHLIB_PATH 60
libstdc++.so
library 62
license key
M
description 6 Mapping API (Java)
obtaining 6 Informatica Developer Platform 316
PowerCenter Advanced Edition 6 installation directory 321
PowerCenter Standard Edition 6 installing 317
verifying 67 memory
License Update utility specifying for Informatica Services 64
configuring 303, 312 memory requirements
updating licenses 337 system memory 64
licenses Metadata Exchange SDK
adding 368 Informatica Developer Platform 316
updating 337 installation directory 321
Linux installing 317
configuring locale 61 Metadata Manager
configuring X Virtual Frame Buffer (Xvfb) 73 client upgrade steps 453
database client environment variables 60 components 10
libraries 62 configuring authentication 70
library paths 60 connectivity 486
Load Manager API (C) custom installation in console mode 255
Informatica Developer Platform 316 custom installation in graphical mode 191
568 Index
database drivers 475 Mozilla Firefox
deleting obsolete objects 468 configuring 68
EAR Repackager utility 311 multiple machine installation
importing metamodels 469 guidelines 17
installing on JBoss Application Server 4
installing on WebLogic Server 4
installing on WebSphere Application Server 4 N
License Update utility 312
native connect string
minimum system requirements 35
See connect string
ODBC (Open Database Connectivity) 474
NLS_LANG
post-upgrade tasks 467
environment variable 61
refreshing views 467
node.log
repository 372
troubleshooting installation 364
Repository Backup utility 313
nodemeta.xml
troubleshooting 372
backing up before upgrade 83, 85
uninstalling 386
upgrading 420, 422
Update System Accounts utility 313
nodes
updating license 337
TCP/IP network protocol 474
upgrade utility 442
troubleshooting 367
upgrading 31
normal mode
upgrading the client 453
Data Profiling warehouse size 38
upgrading the repository 442
notifyias
utilities 300, 311
configuring for Data Analyzer 334
Metadata Manager Client
components 12
database drivers 476
troubleshooting 376
O
uninstalling 386 ODBC (Open Database Connectivity)
Metadata Manager repository DataDirect driver issues 480
database size 38 drivers 266, 426
optimizing for IBM DB2 55 establishing connectivity 479
optimizing for Sybase 53 Integration Service 474
Microsoft Access Metadata Manager 474
connecting to Integration Service 493 overview 479
Microsoft Excel PowerCenter Client 474
connecting to Integration Service 493 requirement for PowerCenter Client 481
using PmNullPasswd 493 ODBC calls
using PmNullUser 493 Integration Service 552
Microsoft Internet Explorer PowerCenter Client 550
configuring 68 ODBC data sources
Microsoft SQL Server connecting to (UNIX) 522
configuring Data Analyzer repository database 54 connecting to (Windows) 488
connect string syntax 478 odbc.ini file
connecting from UNIX 504 sample 525
connecting to Integration Service 494 optimizing
creating a Data Profiling warehouse 331 IBM DB2 repositories 53, 55
creating Data Profiling warehouse views for Data Oracle repositories 52
Analyzer 332 repositories 86
installing JDBC XA stored procedures 338 Sybase repositories 53
Microsoft Visio Oracle
installation prerequisite 43 connect string syntax 478
Index 569
connecting to Data Analyzer repository 555 pre-installation tasks 50
connecting to Integration Service (UNIX) 511 repository version number 403
connecting to Integration Service (Windows) 496 troubleshooting 361
creating a Data Profiling warehouse 331 upgrading 78
creating Data Profiling warehouse views for Data utilities 300
Analyzer 332 PowerCenter Advanced Edition
displaying non-ASCII characters 498 complete installation in console mode 224
JDBC requirements 555 complete installation in graphical mode 128
NLS_LANG 61 DVD contents 5
optimizing repositories 52 minimum system requirements 35
Oracle Net Services uninstalling 386
using to connect Integration Service to Oracle (UNIX) PowerCenter Client
511 code pages 45
using to connect Integration Service to Oracle components 12
(Windows) 496 connectivity 481
database drivers 475
installing complete 267
P installing custom 271
installing languages 69
padaemon user account
ODBC (Open Database Connectivity) 474
configuring for WebSphere 71
TCP/IP network protocol 474
password
troubleshooting 376
repository database 56
uninstalling 386
PCServer
PowerCenter Connect for JMS
upgrade directory 92
configuring JRE path 62
Ping (infacmd)
PowerCenter Connect for Web Services
troubleshooting 368
configuring JRE path 62
PmNullPasswd
PowerCenter Connect for webMethods
reserved word 485
configuring JRE path 62
PmNullUser
PowerCenter Connect SDK
reserved word 485
Informatica Developer Platform 316
pmpasswd
installation directory 321
updating password 457
installing 317
pmrep
PowerCenter Documentation DVD
repositories, connecting to 369
description 6
troubleshooting 362
PowerCenter domains
pmserverexportreg
connectivity 477
creating PowerCenter Server configuration file 90
creating 17
troubleshooting 90
description
pmserverexportreg utility
guidelines 17
syntax 89
joining 17
pop-up blocker
log events 365
avoiding in Data Analyzer 68
pinging 368
port numbers
TCP/IP network protocol 474
PowerCenter Services 66
troubleshooting 367
PowerCenter
upgrading 420, 421
complete installation in console mode 212
PowerCenter Integration utility
complete installation in graphical mode 102, 154
configuring 304
configuring 324
PowerCenter Reports
connectivity 474
description 13
post-install tasks 324
installing 282
post-upgrade tasks 456
570 Index
installing in console mode 288
installing in graphical mode 284
R
uninstalling 386 reports
PowerCenter repository adding PowerCenter Repository Reports to schedules
database size 38 345
description 7 cached reports for PowerCenter Repository Reports
optimizing for IBM DB2 53 345
PowerCenter repository for Metadata Manager running schedules for PowerCenter Repository
database type 146 Reports 348
PowerCenter Repository Reports repositories
adding cached reports to schedules 345 backing up 93
importing report objects 282 connectivity requirements 483
installing 13, 282 copying 87
installing in console mode 288 database size 38
installing in graphical mode 284 description 7
running schedules for cached reports 348 optimizing 86
setting up data source 339 password 56
switching repositories 349 supported databases 38
PowerCenter Server switching data sources for PowerCenter Repository
backing up configuration files 89 Reports 349
configuration file location 91 troubleshooting 370
creating configuration file 89 troubleshooting upgrade 411
troubleshooting upgrade 418 upgrading 86, 409, 413
upgrading 416 upgrading in Administration Console 424
PowerCenter Server run-time files upgrading Informix 87
moving 458 upgrading Teradata 87
PowerCenter Services version number 403
components 7 Repository Agent
custom installation in console mode 240 backing up configuration files 89
custom installation in graphical mode 155 configuration file location 91
description troubleshooting upgrade 411
directory structure 8 upgrading 409, 413
multiple machine installation 17 repository authentication
port numbers 66 configuring 70
Service Manager 7 Repository Backup utility
single machine installation 17 backing up the repository 93
uninstalling 386 configuring 309, 313
PowerCenter Standard Edition repository configuration
complete installation in console mode 213 Data Analyzer repository database type 126, 150, 223,
complete installation in graphical mode 103 234
DVD contents 5 Metadata Manager repository database type 151, 235
minimum system requirements 35 PowerCenter repository database type 122
uninstalling 386 PowerCenter repository for Metadata Manager 146
PowerCenter table definitions PowerCenter repository for Metadata Manager
refreshing after upgrade 465 database type 231
PowerCenter utilities setting code page 122, 146, 220, 231
included utilities 300 setting connect string 122, 146, 220, 231
rules and guidelines 301 setting database URL 223, 234, 235
primary data sources setting database user ID 122, 146, 220, 231
data connector 353 setting database user password 122, 146, 220, 231
setting IBM DB2 database name 220, 232
Index 571
setting IBM DB2 tablespace name 122, 146, 220, 232 64-bit platforms
repository name guidelines 46
description 122, 146, 220, 231 supported platforms 46
PowerCenter repository 220 softlinks
setting for repository configuration 122, 146, 231 using with INFA_HOME 357
Repository Server Solaris
troubleshooting upgrade 411 configuring X Virtual Frame Buffer (Xvfb) 73
upgrading 409, 413 source databases
Repository Service connecting through ODBC (UNIX) 522
connectivity 483 sqlplus
connectivity requirements 483 testing database connection 65
creating with installer 117, 120, 163, 166, 218, 219, Start Page
242, 243 Informatica documentation 295
database client 57 summary log
database drivers 475 description 363
description 7 SwitchConnection (pmrep)
log events 365 troubleshooting 372
troubleshooting 369 switching connections
Repository Upgrade utility troubleshooting 372
configuring 309 Sybase ASE
Restore (pmrep) configuring Data Analyzer repository 54
troubleshooting 370 configuring Metadata Manager repository 54
connect string syntax 478
connecting to Integration Service (UNIX) 515
S connecting to Integration Service (Windows) 499
creating a Data Profiling warehouse 332
samples
creating Data Profiling warehouse views for Data
odbc.ini file 525
Analyzer 332
schedules
page size for repositories 53
adding the PowerCenter Repository Reports to the
system requirements
schedules 345
minimum installation requirements 35, 37, 38, 40, 43,
cached reports for PowerCenter Repository Reports
45, 46
345
system user
running for PowerCenter Repository Reports 348
user account 58
upgrading 465
Service Manager
description 7
log files 364
T
service pack target databases
description 6 connecting through ODBC (UNIX) 522
services TCP/IP network protocol
starting and stopping 531, 532 nodes 474
Session Log API PowerCenter Client 474
Informatica Developer Platform 316 PowerCenter domains 474
installation directory 321 requirement for Integration Service 481
installing 317 Teradata
SHLIB_PATH connect string syntax 478
HP-UX 62 connecting to Integration Service (UNIX) 518
library path 60 connecting to Integration Service (Windows) 501
single machine installation creating a Data Profiling warehouse 332
guidelines 17 creating Data Profiling warehouse views for Data
Analyzer 332
572 Index
upgrading repository 87 database client variables 60
time-based schedules environment variables 59
upgrading 465 library paths 60
transformation datatypes user account 58
overview 558 Update System Accounts utility
Transformation SDK configuring 309, 313
Informatica Developer Platform 316 upgrade steps
installation directory 321 Data Analyzer 29, 93
installing 317 Metadata Manager 31, 96
troubleshooting Metadata Manager Client 453
creating a domain 367 PowerCenter 23
domain configuration database 366 upgrade utility
error messages 377 Data Analyzer 432
infacmd 362 Metadata Manager 442
infasetup 362 Upgrade Wizard
Informatica Services 367 description 402
JBoss Application Server 373 rules and guidelines 405
joining a domain 367 selecting configuration files 406
licenses 368 troubleshooting 411, 418
Metadata Manager Client 376 upgrade process 402
pinging a domain 368 upgrading a PowerCenter Server 416
pmrep 362 upgrading a Repository Agent 409, 413
PowerCenter Client 376 viewing results 419
PowerCenter installation 361 upgradeDomain (infaupgrade)
Repository Service 369, 371 usage 421
steps for PowerCenter installation 361 upgradeGatewayNode (infaupgrade)
switching connections 372 usage 421
uninstallation 386 upgradeWorkerNode (infaupgrade)
Upgrade Wizard 411, 418 usage 422
upgrading repositories 411 upgrading
WebLogic Server 374 backing up the repository 93
WebSphere Application Server 375 color schemes 94
compatible PowerCenter upgrades 23
Data Profiling warehouse 427
U deleting obsolete Metadata Manager objects 468
domain 420
Unicode repository
importing Metadata Manager metamodels 469
upgrading 457, 458
Log Manager 460, 461
uninstalling
Metadata Manager Client 453
application server files 387
Metadata Manager repository 442
Data Analyzer 386
post-upgrade tasks 456
Metadata Manager 386
post-upgrade tasks for Data Analyzer 464
Metadata Manager Client 386
post-upgrade tasks for Metadata Manager 467
PowerCenter Client 386
PowerCenter 78
PowerCenter Reports 386
PowerCenter 6.x/7.x 24
PowerCenter Services 386
PowerCenter 8.0 25
process 388
PowerCenter 8.1 27
rules and guidelines 386
PowerCenter Server 416
troubleshooting 386
pre-upgrade steps for Data Analyzer 93
UNIX
pre-upgrade steps for Metadata Manager 96
connecting to ODBC data sources 522
pre-upgrade steps for PowerCenter 78
database client environment variables 60
Index 573
refreshing Metadata Manager views 467 installing Metadata Manager on 4
repositories 86 starting 540
Repository Agent 409, 413 stopping 541
schedules 94 troubleshooting 374
shared documents 94 WebSphere Application Server
steps for Metadata Manager 31 authentication 70
steps for Metadata Manager client 453 base edition 71
troubleshooting 411, 418 deployment manager 543, 546
troubleshooting repository 411 installation prerequisites 40
Unicode repository 457, 458 installing 70
Upgrade Wizard 402 installing Data Analyzer on 4
using infaupgrade 420 installing Metadata Manager on 4
using pmserverexportreg 89 JMS server 544
Web Services Hub 80, 457, 458 Network Deployment edition 71
user account node agent 543
system user 58 padaemon user account 71
user account privileges PowerCenter Integration Utility 334
Data Analyzer repositories 56 prerequisites for UNIX 71, 72
Data Profiling warehouse 56 prerequisites for Windows 71
Metadata Manager repositories 56 starting 542
PowerCenter repositories 56 stopping 545
user accounts troubleshooting 375
creating on database 56 user groups 72
user groups Windows Event Viewer
creating for WebSphere Application Server 72 troubleshooting JBoss Application Server 374
users
database 56
installation user 58 X
UTF-8 repository
X Virtual Frame Buffer (Xvfb)
upgrading 457, 458
installing on UNIX 73
X Window
V installation requirement on UNIX 63
XConnect
verbose mode description 10
Data Profiling warehouse size 38 installed 10
viewing
PowerCenter documentation 295
W
web browsers
supported browsers 37
Web Services Hub
upgrading 80, 457, 458
WebLogic domain
uninstalling 387
WebLogic Server
authentication 70
installation prerequisites 40
installing 70
574 Index