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PowerCenter Upgrade

Upgrading to PowerCenter 9.6.0

Presented by Venu Gangu / Saradhi Potharaju

13 15 May2014

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PowerCenter UpgradeUpgrading to PowerCenter 9.6.0

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You can upgrade to 9.6 Power Center and Data Quality, DaExplorer, Data Services from the following versions

9.1x 9.5x

PowerCenter installations on prior versions, will need to upto one of the above and then upgrade to 9.6

Power Center

8.61 and higher to 9.1x/9.5x

Data Quality, Data Explorer and Data Services

9.0.1 to 9.5x

Supported Versions for 9.6 Upgrade

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Product 8.61/8.62 9.0.1 9.1x

PowerCenter Not Supported Not Supported Supported

PowerExchange Not Supported Not Supported Supported

Data Quality Not Supported Not Supported Supported

Data Explorer Not Supported Not Supported Supported

Data Services N/A Not Supported Supported

Direct upgrade paths from earlier versions to 9.6

9.6 Upgrade Support Matrix

Versions not listed here are Not supported

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Complete the pre-upgrade tasks for the domain and serve

ensure that you can successfully run the installer.

Upgrade the Informatica domain and server files. Use the installer to upgrade Informatica domain and upgrade the s

on each node. If the domain contains multiple nodes, upgr

gateway node before you upgrade the worker nodes.

After you upgrade the first gateway node, verify that the up

successful before you upgrade the other nodes in the dom

Upgrade Tasks

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Complete the pre-upgrade tasks for the application service

Upgrade the application services. After installation, log in tAdministrator tool and upgrade the application services.

Upgrade PowerCenter Client. Use the client installer to up

PowerCenter Client.

Perform the post-upgrade tasks.

Upgrade Tasks (Contd.)

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The following are the approximate times taken for completupgrading to 9.6

Domain Done during the upgrade process

15 - 30 mins

Repository Services

CRS 15 mins per service

MRS 15 - 30 mins per service

Approximate

Time taken for Upgrade to 9.6

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Review the operating system specific requirements. Revie

prerequisites and environment variable configuration.

Uninstall Informatica B2B Data Transformation.

Prepare the domain. Back up the domain and verify databaaccount permissions.

Prepare the PowerCenter repository. Back up the PowerC

repository.

Export the Jaspersoft resource.

Pre-Upgrade Tasks

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Prepare Metadata Manager:

A. Back up the Metadata Manager warehouse. B. Export, purge, and delete business glossaries.

C. Disable the Metadata Manager service.

D. Back up the Metadata Manager properties file.

Prepare the Data Analyzer repository. Assign roles to user

groups, back up the Data Analyzer repository, and verify da

user account requirements.

Pre-Upgrade Tasks (Contd.)

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Shut down the domain. You must shut down the domain be

upgrade it. To shut down the domain, stop the Informatica

process on each node in the domain.

Prepare to change the node configuration. Complete the apre-upgrade tasks if you choose to change the node config

A. Review the operating system specific requirements.

B. Copy the installation directory.

C. Verify the keystore file name and location.

Pre-Upgrade Tasks (Contd.)

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If the domain configuration repository is in a database vers

not supported, you must migrate to a database version tha

supported.

Migrate the repository in the existing Informatica instance bupgrade.

For example, if the domain configuration repository is in a ASE 15.0.3 database, migrate the repository to a Sybase A

database.

Migrate to a Supported Database

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Shut down all application services in the domain.

Shut down the domain.

Create a database schema and a user account in a supported da

Restore the domain configuration backup to the database schem

Run the infasetup RestoreDomain command to restore the domaconfiguration in the backup file to the specified database schema

Update the database connection for each gateway node.

When you run the installer on each gateway node, select the optichanges to the host name and port number. When you select

you can update the location of the domain configuration repositor

Migrate to a Supported Database (Contd.)

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If a node is installed on an operating system that is not supmust migrate the installation to a supported operating syste

you upgrade.

For example, effective in 9.6.0, Informatica dropped suppoLinux. If any node in the domain is on 32-bit Linux, you mu

the installation to a supported operating system before upgnode to 9.6.0.

Migrate to a Supported Operating System

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Shut down the node.

To shutdown the node, run the command INFA_HOME/tomcat/bin

infaservice.sh shutdown.

Back up the installation directory, INFA_HOME. If the domain has

enabled, backup the keystore files as well.

Move the installation backup to a supported operating system.

When you upgrade the node on the supported operating system, pro

restored installation, and choose to allow changes to the node host n

port numbers. After you upgrade the node on the supported operatinremove the restored installation directory.

Migrate to a Supported Operating System (Contd.)

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Domain Upgrade

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Starting the domain upgrade

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Selecting the upgrade directories

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While either installing 9.6 fresh or while upgrading to 9.6 keyw

required from user

This is used to create an installation specific encryption key

The encryption key is used to encrypt fields that are identified (i.e. passwords) and stored within the Domain and Repository

MRS) DBs.

Note: Currently the sensitive tag is used Only for password

This replaces the generic encryption key (shipped with the proencrypt passwords within the server environment

What's new in 9.6 (enhanced) Encryption key

Upgrading to 9.6

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Apart from Encryption key there are no new caveats for up9.6

Kerberos as an authentication mechanism available in 9.6;to native and LDAP

This can be chosen during a fresh 9.6 install or

Can be enabled via infaSetup switchToKerberosMode comma

upgrading to 9.6

Enabling Kerberos as the authentication mechanism for the dooffered as part of the upgrade process itself

Upgrading to 9.6

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Master node Keyword input

String keyword input

used to create aninstallation specific

encryption key

Location where the

encryption key is stored.There is an option tochoose a non-default

location

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If there is more than one node within the domain then loca

encryption key created for gateway node needs to be prov

This is required for the Gateway nodes only; not for worker

One of the gateway nodes can become the master gateway nfailover scenario

After upgrading the first gateway node, the same encryptioneeds to be copied to other gateway nodes. All gateway no

domain should use the same encryption key.

For Gateway nodes

Keyword Input

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Gateway node Keyword input

Location forencryption key

to be stored

Location of previocreated encryptio

for Master nod

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If you plan a hardware or database upgrade while upgradinInformatica products, Informatica 9.6 has the capability to s

following:

Upgrade a node that runs on an unsupported operating sys

Upgrade a clone of a production domain (without altering th

production environment)

Use the Allow changes to the node host name and port

number option during the Upgrade Directory installation, tofollowing key changes to domain configuration:

Node Host Name & Port Number

Domain Database Connection

Advanced upgrade options in PowerCenter 9.6.0

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The following are the manual steps required to use the adv

options before upgrading:

Change Domain Host: Requires copying a few configuration new machine before upgrade.

Change Domain Database:Requires a backup and restore oa new database instance before upgrade.

Advanced upgrade options in PowerCenter 9.6.0

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Advanced upgrade options in PowerCenter 9.6.0

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Domain Configuration Repository Details

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Completion of domain upgrade

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Application service upgrade

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The following table lists the services that require metadata upg

upgrading to Informatica 9.6:

Services that require metadata upgrade

U di li ti i

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Use the service upgrade wizard to upgrade application ser9.6.0. The service upgrade wizard provides the following o

Upgrade multiple services.

Enable services before the upgrade.

Display upgraded services in a list along with services that upgrade.

Save the current or previous upgrade report.

Automatically restart the services after they have been upg

You can access the service upgrade wizard from the Manathe header area.

Upgrading application services

R i th S i U d Wi d

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1. In the Informatica Administrator header area click Manage > Upg

2. Select the objects to upgrade.

3. Optionally, specify if you want to Automatically recycle services aIf you choose to automatically recycle services after upgrade, the

wizard restarts the services after they have been upgraded.

4. Click Next.

5.

If dependency errors exist, the Dependency Errors dialog box apReview the dependency errors and click OK. Then, resolve depeerrors and click Next.

Running the Service Upgrade Wizard

R i th S i U d Wi d (C td )

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6. Enter the repository login information. Optionally, choose to use the same login inforepositories.

7. Click Next.

The service upgrade wizard upgrades each service and displays the status and pro

8. When the upgrade completes, the Summary section displays the list of services andstatus.Click each service to view the upgrade details in the Service Details section.

9.

Optionally, click Save Report to save the upgrade details to a file.

If you choose not to save the report, you can click Save Previous Report the next ti

the service upgrade wizard.10.Click Close.

11. If you did not choose to automatically recycle services after upgrade, restart upgrad

Running the Service Upgrade Wizard (Contd.)

S i U d Wi d b f l ti i

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Service Upgrade Wizard before completing service

Ser ice Upgrade Wi ard after completing ser ice p

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Service Upgrade Wizard after completing service up

Post Upgrade tasks

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Update ODBC data sources. The Informatica installation includes new DataDirect O

Re-create each ODBC data source to use the new drivers.

Verify that the log events directory is correct. To use a different directory for the logsDirectory Path property for the domain.

If you exported business glossaries from Metadata Manager, import the glossaries i

tool.

Post-Upgrade tasks

Post Upgrade tasks (Contd )

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Complete the following post-upgrade tasks for each Metadata Manager Service:

Update the Metadata Manager properties file to include any customization.

Enable the Metadata Manager Service.

Create business glossary resources based on the business glossaries that you imported into

Uninstall and reinstall the Metadata Manager Agent after you configure the Metadat

Service.

Update the Reporting and Dashboards Service properties file and upgrade to Jaspe

Set the required environment variables

Post-Upgrade tasks (Contd.)

Informatica Client Upgrade

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Use the client installer to upgrade a previous version of the Informatica cInformatica client tools are installed on the installation directory you spec

The client installer configures the newly installed client tools with the sam

the previous version. The client installer does not modify the files of the previous version of the

Run the installer on all machines that host previous versions of the Inform

tools that you want to upgrade. You can upgrade the Informatica clients i

silent mode.

When you run the client installer, select the Informatica client tool to upgr

For PowerCenter, you can upgrade the PowerCenter Client tools. PowerCa set of tools you can use to manage the PowerCenter repository, mappi

sessions.

Informatica Client Upgrade

Informatica Client Upgrade (Contd )

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The client upgrade also upgrades the following client tools:

Custom Metadata Configurator

Mapping Architect for Visio

Mapping Analyst for Excel

By default, the when you upgrade PowerCenter Client, the following com

also upgraded:

DataDirect ODBC drivers

Java Runtime Environment libraries

Informatica Client Upgrade (Contd.)

Tips & Tricks

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Mandatory upgrade of Repository Services (CRS & MRS) rafter upgrade to 9.6

Due to change in encryption key

Encryption key created is recommended to be saved in a slocation for reference at a later point in time

You should also persist the keyword entered

Will be required for changing the keyword to a new value vinfaSetup command; migrateEncryptionKey

Domain needs to be brought down before changing keyword

Tips & Tricks

References

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The 9.6 Upgrade Planner is available on My Support: https://mysupport.informatica.com/Multimedia/Upgrade_Planner_9

PowerCenter Upgrade Guide for Version 9.1.0, 9.5.0, 9.5.1

PowerCenter 9.6.0 Installation and Configuration Guide

Product Availability Matrix for PowerCenter

https://mysupport.informatica.com/community/my-support/product

matrices

References

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