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Informatica (Version 9.0.1 HotFix 1) Upgrade Guide for PowerCenter 9.0

Upgrade Guide for PowerCenter 9 - Gerardnico...Preface The Upgrade Guide for PowerCenter 9.0 is written for the system administrator who is responsible for upgrading the Informatica

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Informatica (Version 9.0.1 HotFix 1)

Upgrade Guide for PowerCenter 9.0

Informatica Upgrade Guide for PowerCenter 9.0

Version 9.0.1 HotFix 1September 2010

Copyright (c) 1998-2010 Informatica. All rights reserved.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use anddisclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form,by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or internationalPatents and other Patents Pending.

Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided inDFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013©(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable.

The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us inwriting.

Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange,PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Transformation, Informatica B2B Data Exchange and InformaticaOn Demand are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and productnames may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rightsreserved. Copyright © Sun Microsystems. All rights reserved. Copyright © RSA Security Inc. All Rights Reserved. Copyright © Ordinal Technology Corp. All rightsreserved.Copyright © Aandacht c.v. All rights reserved. Copyright Genivia, Inc. All rights reserved. Copyright 2007 Isomorphic Software. All rights reserved. Copyright © MetaIntegration Technology, Inc. All rights reserved. Copyright © Intalio. All rights reserved. Copyright © Oracle. All rights reserved. Copyright © Adobe Systems Incorporated. Allrights reserved. Copyright © DataArt, Inc. All rights reserved. Copyright © ComponentSource. All rights reserved. Copyright © Microsoft Corporation. All rights reserved.Copyright © Rouge Wave Software, Inc. All rights reserved. Copyright © Teradata Corporation. All rights reserved. Copyright © Yahoo! Inc. All rights reserved. Copyright ©Glyph & Cog, LLC. All rights reserved.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/), and other software which is licensed under the Apache License,Version 2.0 (the "License"). You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0. Unless required by applicable law or agreed to in writing,software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See theLicense for the specific language governing permissions and limitations under the License.

This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved; software copyright ©1999-2006 by Bruno Lowagie and Paulo Soares and other software which is licensed under the GNU Lesser General Public License Agreement, which may be found at http://www.gnu.org/licenses/lgpl.html. The materials are provided free of charge by Informatica, "as-is", without warranty of any kind, either express or implied, including but notlimited to the implied warranties of merchantability and fitness for a particular purpose.

The product includes ACE(TM) and TAO(TM) software copyrighted by Douglas C. Schmidt and his research group at Washington University, University of California, Irvine,and Vanderbilt University, Copyright (©) 1993-2006, all rights reserved.

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (copyright The OpenSSL Project. All Rights Reserved) and redistribution ofthis software is subject to terms available at http://www.openssl.org.

This product includes Curl software which is Copyright 1996-2007, Daniel Stenberg, <[email protected]>. All Rights Reserved. Permissions and limitations regarding thissoftware are subject to terms available at http://curl.haxx.se/docs/copyright.html. Permission to use, copy, modify, and distribute this software for any purpose with or withoutfee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies.

The product includes software copyright 2001-2005 (©) MetaStuff, Ltd. All Rights Reserved. Permissions and limitations regarding this software are subject to terms availableat http://www.dom4j.org/ license.html.

The product includes software copyright © 2004-2007, The Dojo Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to termsavailable at http:// svn.dojotoolkit.org/dojo/trunk/LICENSE.

This product includes ICU software which is copyright International Business Machines Corporation and others. All rights reserved. Permissions and limitations regarding thissoftware are subject to terms available at http://source.icu-project.org/repos/icu/icu/trunk/license.html.

This product includes software copyright © 1996-2006 Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may be found at http://www.gnu.org/software/ kawa/Software-License.html.

This product includes OSSP UUID software which is Copyright © 2002 Ralf S. Engelschall, Copyright © 2002 The OSSP Project Copyright © 2002 Cable & WirelessDeutschland. Permissions and limitations regarding this software are subject to terms available at http://www.opensource.org/licenses/mit-license.php.

This product includes software developed by Boost (http://www.boost.org/) or under the Boost software license. Permissions and limitations regarding this software are subjectto terms available at http:/ /www.boost.org/LICENSE_1_0.txt.

This product includes software copyright © 1997-2007 University of Cambridge. Permissions and limitations regarding this software are subject to terms available at http://www.pcre.org/license.txt.

This product includes software copyright © 2007 The Eclipse Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to termsavailable at http:// www.eclipse.org/org/documents/epl-v10.php.

This product includes software licensed under the terms at http://www.tcl.tk/software/tcltk/license.html, http://www.bosrup.com/web/overlib/?License, http://www.stlport.org/doc/license.html, http://www.asm.ow2.org/license.html, http://www.cryptix.org/LICENSE.TXT, http://hsqldb.org/web/hsqlLicense.html, http://httpunit.sourceforge.net/doc/license.html, http://jung.sourceforge.net/license.txt , http://www.gzip.org/zlib/zlib_license.html, http://www.openldap.org/software/release/license.html, http://www.libssh2.org,http://slf4j.org/license.html, http://www.sente.ch/software/OpenSourceLicense.html, and http://fusesource.com/downloads/license-agreements/fuse-message-broker-v-5-3-license-agreement.

This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php), the Common Development and DistributionLicense (http://www.opensource.org/licenses/cddl1.php) the Common Public License (http://www.opensource.org/licenses/cpl1.0.php) and the BSD License (http://www.opensource.org/licenses/bsd-license.php).

This product includes software copyright © 2003-2006 Joe WaInes, 2006-2007 XStream Committers. All rights reserved. Permissions and limitations regarding this softwareare subject to terms available at http://xstream.codehaus.org/license.html. This product includes software developed by the Indiana University Extreme! Lab. For furtherinformation please visit http://www.extreme.indiana.edu/.

This Software is protected by U.S. Patent Numbers 5,794,246; 6,014,670; 6,016,501; 6,029,178; 6,032,158; 6,035,307; 6,044,374; 6,092,086; 6,208,990; 6,339,775;6,640,226; 6,789,096; 6,820,077; 6,823,373; 6,850,947; 6,895,471; 7,117,215; 7,162,643; 7,254,590; 7,281,001; 7,421,458; and 7,584,422, international Patents and otherPatents Pending.

DISCLAIMER: Informatica Corporation provides this documentation "as is" without warranty of any kind, either express or implied, including, but not limited to, the impliedwarranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. Theinformation provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation issubject to change at any time without notice.

NOTICES

This Informatica product (the “Software”) includes certain drivers (the “DataDirect Drivers”) from DataDirect Technologies, an operating company of Progress SoftwareCorporation (“DataDirect”) which are subject to the following terms and conditions:

1.THE DATADIRECT DRIVERS ARE PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOTLIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT,INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OFTHE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACHOF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: PC-UPG-90100-HF1-0001

Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivInformatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter 1: Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Informatica Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Upgrade Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Changing the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 2: Before You Upgrade the Domain and Server Files. . . . . . . . . . . . . . . . . . . . . . . . 4Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Review the Windows Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Review the Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Review the Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Verify the Maximum Heap Size Setting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Review the UNIX Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Review the Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Review the Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Verify the File Descriptor Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Verify the Maximum Heap Size Setting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Set Up the X Window Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Prepare the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Back Up the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Verify Database User Account Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Run infasetup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Prepare the PowerCenter Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Prepare Metadata Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Back Up the Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Update the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Run Metadata Manager backupCmdLine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Prepare the Data Analyzer Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Table of Contents i

Assign Roles to Users and Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Back Up the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Verify Database User Account Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Shut Down the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 3: Domain and Server Files Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Domain and Server Files Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Troubleshooting the Domain Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 4: Before You Upgrade the Application Services. . . . . . . . . . . . . . . . . . . . . . . . . . 22Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Configure POSIX Asynchronous I/O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Configure Informatica Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Configure Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Clear Browser Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Configure Browser Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 5: Application Service Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Application Service Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Service Upgrade for PowerCenter 9.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Running the Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 6: Informatica Client Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Informatica Client Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Informatica Client Upgrade Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Chapter 7: After You Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Informatica Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Configure LDAP Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Update the Log Events Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Update ODBC Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Update Statistics for the Domain Configuration Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Web Services Hub. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

ii Table of Contents

Update the Plug-in. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Metadata Manager Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Copy JDBC drivers for Netezza Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Reload Metadata Manager Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Update the Metadata Manager Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Update the Metadata Manager File Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Configure Domain SMTP Configuration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Table of Contents iii

PrefaceThe Upgrade Guide for PowerCenter 9.0 is written for the system administrator who is responsible for upgradingthe Informatica product. This guide assumes that you have knowledge of operating systems, relational databaseconcepts, and the database engines, flat files, or mainframe systems in your environment. This guide alsoassumes that you are familiar with the interface requirements for your supporting applications.

Informatica Resources

Informatica Customer PortalAs an Informatica customer, you can access the Informatica Customer Portal site at http://mysupport.informatica.com. The site contains product information, user group information, newsletters,access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library,the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica ProductDocumentation, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you havequestions, comments, or ideas about this documentation, contact the Informatica Documentation team throughemail at [email protected]. We will use your feedback to improve our documentation. Let usknow if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product,navigate to Product Documentation from http://mysupport.informatica.com.

Informatica Web SiteYou can access the Informatica corporate web site at http://www.informatica.com. The site contains informationabout Informatica, its background, upcoming events, and sales offices. You will also find product and partnerinformation. The services area of the site includes important information about technical support, training andeducation, and implementation services.

Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com.The How-To Library is a collection of resources to help you learn more about Informatica products and features. Itincludes articles and interactive demonstrations that provide solutions to common problems, compare features andbehaviors, and guide you through performing specific real-world tasks.

iv

Informatica Knowledge BaseAs an Informatica customer, you can access the Informatica Knowledge Base at http://mysupport.informatica.com.Use the Knowledge Base to search for documented solutions to known technical issues about Informaticaproducts. You can also find answers to frequently asked questions, technical white papers, and technical tips. Ifyou have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Baseteam through email at [email protected].

Informatica Multimedia Knowledge BaseAs an Informatica customer, you can access the Informatica Multimedia Knowledge Base at http://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia filesthat help you learn about common concepts and guide you through performing specific tasks. If you havequestions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Baseteam through email at [email protected].

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support. Online Support requiresa user name and password. You can request a user name and password at http://mysupport.informatica.com.

Use the following telephone numbers to contact Informatica Global Customer Support:

North America / South America Europe / Middle East / Africa Asia / Australia

Toll FreeBrazil: 0800 891 0202Mexico: 001 888 209 8853North America: +1 877 463 2435 Standard RateNorth America: +1 650 653 6332

Toll FreeFrance: 00800 4632 4357Germany: 00800 4632 4357Israel: 00800 4632 4357Italy: 800 915 985Netherlands: 00800 4632 4357Portugal: 800 208 360Spain: 900 813 166Switzerland: 00800 4632 4357 or 0800 463200United Kingdom: 00800 4632 4357 or 0800023 4632 Standard RateBelgium: +31 30 6022 797France: 0805 804632Germany: 01805 702702Netherlands: 030 6022 797

Toll FreeAustralia: 1 800 151 830New Zealand: 1 800 151 830Singapore: 001 800 4632 4357 Standard RateIndia: +91 80 4112 5738

Preface v

vi

C H A P T E R 1

Upgrade OverviewThis chapter includes the following topics:

¨ Informatica Upgrade, 1

¨ Upgrade Process, 2

¨ Upgrade Tasks, 3

Informatica UpgradeYou can upgrade the following Informatica product versions to version 9.0.1 HotFix 1:

Informatica Product Version Comments

Informatica PowerCenter 8.1.x If the PowerCenter 8.1.x domain includes Metadata Manager or DataAnalyzer, you must upgrade to PowerCenter 8.6.1 before youupgrade.

Informatica PowerCenter 8.5.x If the PowerCenter 8.5.x domain includes the Metadata ManagerService or Reporting Service, you must upgrade to PowerCenter8.6.1 before you upgrade.

Informatica PowerCenter 8.6 If the PowerCenter 8.6 domain includes the Metadata ManagerService, Reporting Service, or Reference Table Manager Service,you must upgrade to PowerCenter 8.6.1 before you upgrade.

Informatica PowerCenter 8.6.1 Effective in version 9.0.1, the Reference Table Manager functionalityis available through the 9.0.1 Analyst Service. See the PowerCenter8.6.1 upgrade documentation for the steps to migrate thePowerCenter 8.6.1 reference table data to the Informatica 9.0.1Analyst tool.

Informatica Data Quality 8.6.2 You can migrate the contents of the Informatica Data Quality 8.6.2repository to the Informatica 9.0.1 Model repository. See the 9.0.1Data Quality migration documentation for details.

Informatica PowerCenter 9.0

Informatica Data Quality 9.0

Informatica Data Services 9.0

1

Informatica Product Version Comments

Informatica Data Explorer Advanced Edition 9.0 See the Informatica Data Quality 9.0 upgrade documentation.Complete the steps to upgrade Informatica Data Quality 9.0 unlessan exception is specified.

Informatica PowerCenter 9.0.1 See the Informatica 9.0.1 HotFix 1 Release Notes for details.

Informatica Data Quality 9.0.1 See the Informatica 9.0.1 HotFix 1 Release Notes for details.

Informatica Data Services 9.0.1 See the Informatica 9.0.1 HotFix 1 Release Notes for details.

If the product version you use cannot be upgraded to Informatica 9.0.1 HotFix 1, you must first upgrade to asupported version.

Upgrade ProcessThe upgrade consists of the following phases:

¨ Upgrading the domain and server files. To upgrade the domain and server files, run the Informatica serverinstaller and select the upgrade option. The domain upgrade wizard installs the server files and configures thedomain. If the domain has multiple nodes, you must upgrade all nodes.The following table describes the actions that the installer performs when you upgrade Informatica:

Tasks Description

Installs Informatica. Installs Informatica directories and files into the newdirectory.

Copies infa_shared directory.* Copies the contents of the infa_shared directory from theexisting installation directory into the new installationdirectory.

Copies mm_files directory.* Copies the contents of the mm_files directory from thedefault location in the existing installation directory into thenew installation directory.

Upgrades the domain. Upgrades the domain to run version 9.0.1 applicationservices.The upgrade retains the user and administrator accounts inthe domain.

Starts Informatica Services. Starts Informatica Services on the node.

*If you choose the installer option to update the node configuration, the installer does not copy directories.

¨ Upgrading the application services. After you upgrade the domain and server files, log in to the Administratortool and upgrade the application services. The service upgrade wizard provides a list of all application servicesthat must be upgraded. It upgrades the services based on the order required by the dependent objects.

¨ Upgrading the Informatica client. To upgrade the Informatica client, run the Informatica client installer andselect the upgrade option. If the client is installed on multiple machines, upgrade the client on all machines.

2 Chapter 1: Upgrade Overview

Changing the Node ConfigurationThe installer provides the option to Allow changes to node host name and port number. When you select thisoption you can change the node configuration. Change the node configuration when you move the Informaticainstallation to a different machine.

If you choose the option to update the node configuration, you need to perform additional upgrade steps. Thereare additional steps before you upgrade the domain and server files, and before you upgrade the applicationservices.

Note: When you upgrade from Informatica 9.0, you cannot change the node configuration.

Upgrade TasksTo upgrade PowerCenter, complete the following tasks:

1. Complete the pre-upgrade tasks for the domain and server files to ensure that you can successfully run theinstaller.

2. Upgrade Informatica domain and server files. Use the server installer to upgrade Informatica domain andupgrade the server files on each node. If the domain contains multiple nodes, upgrade a gateway node beforeyou upgrade the worker nodes. After you upgrade the first gateway node, verify that the upgrade wassuccessful before you upgrade the other nodes in the domain.

3. Complete the pre-upgrade tasks for the application services.

4. Upgrade the application services. After installation, log in to the Administrator tool and upgrade theapplication services.

5. Upgrade the PowerCenter Client. Use the client installer to upgrade the PowerCenter client.

6. Perform the post-upgrade tasks.

Upgrade Tasks 3

C H A P T E R 2

Before You Upgrade the Domainand Server Files

This chapter includes the following topics:

¨ Pre-Upgrade Tasks, 4

¨ Review the Windows Requirements, 4

¨ Review the UNIX Requirements, 7

¨ Prepare the Domain, 10

¨ Prepare the PowerCenter Repository, 12

¨ Prepare Metadata Manager , 12

¨ Prepare the Data Analyzer Repository, 13

¨ Shut Down the Domain, 14

Pre-Upgrade TasksBefore you upgrade the domain and server files, complete the following tasks:

1. Review the operating system specific requirements.

2. Prepare the domain.

3. Prepare the PowerCenter repository.

4. Prepare Metadata Manager.

5. Prepare the Data Analyzer repository.

6. Shut down the domain.

Review the Windows RequirementsBefore you upgrade the domain, review the following Windows requirements:

1. Review the prerequisites.

2. Review the environment variables.

3. Verify the maximum heap size setting.

4

Review the PrerequisitesVerify that your system meets the upgrade requirements.

The following table lists the minimum system requirements for a domain with different node configurations:

Component Processor RAM Disk Space

Domain with all Data Quality, Data Services, andPowerCenter services running on one node

4 CPU 8 GB 20 GB

Domain with all PowerCenter services running on onenode

2 CPU 4 GB 4 GB

Domain with all PowerCenter services running on onenode except Metadata Manager Service and ReportingService

1 CPU 2 GB 3 GB

Metadata Manager Service running on a separate node 2 CPU 2 GB 3 GB

Reporting Service running on a separate node 1 CPU 512 MB 3 GB

Orchestration Server running on a separate node 1 CPU 512 MB 3 GB

Metadata Manager Agent 1 CPU 512 MB 220 MB

Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space usedby the existing infa_shared directory.

The following table lists the minimum system requirements to run PowerCenter Client:

Client Processor RAM Disk Space

PowerCenter Client 1 CPU 512 MB 1.2 GB

For more details, see the Product Availability Matrix at http://mysupport.informatica.com.

Temporary Disk Space Requirements for InstallationThe installer writes temporary files to the hard disk. Verify that you have enough available disk space on themachine to support the installation. When the installation completes, the installer deletes the temporary files andreleases the disk space.

The following table lists the temporary disk space requirements during installation of Informatica services:

Product Disk Space

Installer 1 GB

Informatica Services 605 MB

Review the Windows Requirements 5

The following table lists the temporary disk space requirements during installation of Informatica clients:

Product Disk Space

Installer 1 GB

Informatica Clients 550 MB

Review the Environment VariablesConfigure the environment variables to work with the Informatica installation. Incorrectly configured environmentvariables can cause the Informatica installation to fail.

The following table describes environment variables to review on Windows:

Variable Description

IATEMPDIR (InstallAnywhere) Location of the temporary files created during installation. Informatica requires 1 GBdisk space for temporary files.Configure the environment variable if you do not want to create temporary files in thedefault drive.

PATH Verify that the PATH environment variables do not contain earlier versions ofInformatica.

Library path Verify that the library path environment variables do not contain earlier versions ofInformatica.

INFA_HOME Contains the location of the Informatica installation directory. Clear this variablebefore you start the upgrade.

INFA_DOMAINS_FILE Contains the location of the domains.infa file. Clear this variable before you start theupgrade.

Verify the Maximum Heap Size SettingVerify that Informatica Services uses the required maximum heap size for the number of users in the domain.

The following table lists the minimum requirement for the maximum heap size settings:

Number of Domain Users Maximum Heap Size

1,000 or less 512 MB (default)

5,000 1024 MB

10,000 1024 MB

20,000 2048 MB

3,0000 3072 MB

6 Chapter 2: Before You Upgrade the Domain and Server Files

If the domain has more than 1,000 users, update the maximum heap size based on the number of users in thedomain.

1. Extract the installation files.

2. Go to the <installer>\source\tomcat\bin directory.

3. Use a text editor to open the infaservice.bat file.

4. Search for the following text: INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX.

5. Set the value for -Xmx to the maximum heap size required for the number of Informatica domain users.For example, to set the maximum heap size to 1024 MB, use the following configuration:

set INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX:GCTimeRatio=9 -Xmx1024m

Review the UNIX RequirementsBefore you upgrade the domain, review the following UNIX requirements:

1. Review the prerequisites.

2. Review the environment variables.

3. Verify the file descriptor settings.

4. Verify the maximum heap size setting.

5. Set up the X Windows server.

Review the PrerequisitesThe following table lists the minimum system requirements for a domain with different node configurations:

Component Processor RAM Disk Space

Domain with all Data Quality, Data Services, andPowerCenter services running on one node

4 CPU 8 GB 20 GB

Domain with all PowerCenter services running on onenode

2 CPU 4 GB 4 GB

Domain with all PowerCenter services running on onenode except Metadata Manager Service and ReportingService

1 CPU 2 GB 3 GB

Metadata Manager Service running on a separate node 2 CPU 2 GB 3 GB

Reporting Service running on a separate node 1 CPU 512 MB 3 GB

Orchestration Server running on a separate node 1 CPU 512 MB 3 GB

Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space usedby the existing infa_shared directory.

For more details, see the Product Availability Matrix at http://mysupport.informatica.com.

Review the UNIX Requirements 7

Temporary Disk Space Requirements for InstallationThe installer writes temporary files to the hard disk. Verify that you have enough available disk space on themachine to support the installation. When the installation completes, the installer deletes the temporary files andreleases the disk space.

The following table lists the temporary disk space requirements during installation:

Product Disk Space

Installer 1 GB

Informatica Services 605 MB

Review the Environment VariablesConfigure the environment variables to work with the Informatica installation. Incorrectly configured environmentvariables can cause the Informatica installation to fail.

Create the environment variables with the system user account that you will use for installation. Log in with theaccount that you plan to use to install Informatica, and then create the environment variables.

The following table describes environment variables to review on UNIX:

Variable Description

IATEMPDIR (InstallAnywhere) Location of the temporary files created during installation. Informatica requires 1 GBdisk space for temporary files.Configure the environment variable if you do not want to create temporary files in the /tmp directory.

PATH Verify that the PATH environment variables do not contain earlier versions ofInformatica.

Library path Verify that the library path environment variables do not contain earlier versions ofInformatica.

JRE_HOME If you install the Informatica services on a machine with 32-bit or 64-bit SUSE Linuxor Linux EMT64 operating system, clear the JRE_HOME environment variable beforeyou start the installation.

Locale environment variables Use LANG and LC_ALL to set the UNIX code page for the installer.Set the LANG and LC_ALL environment variables to the following values for thelanguage that you use:- English: C- Japanese: ja_JP.SJIS or ja_JP.PCK- Portuguese: pt_BR.ISO8859-1, pt_BR.8859-15, or pt_BRAfter you install, update the locale setting to one that is compatible with the codepage of the repository.

INFA_HOME Contains the location of the Informatica installation directory. Clear this variablebefore you start the upgrade.

INFA_DOMAINS_FILE Contains the location of the domains.infa file. Clear this variable before you start theupgrade.

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

Verify the File Descriptor SettingsVerify that the operating system meets the file descriptor requirement.

Informatica service processes can use a large number of files. Set the file descriptor limit per process to 3000 orhigher.

Verify the Maximum Heap Size SettingVerify that Informatica Services uses the required maximum heap size for the number of users in the domain.

The following table lists the minimum requirement for the maximum heap size settings:

Number of Domain Users Maximum Heap Size

1,000 or less 512 MB (default)

5,000 1024 MB

10,000 1024 MB

20,000 2048 MB

3,0000 3072 MB

If the domain has more than 1000 users, update the maximum heap size based on the number of users in thedomain.

1. Extract the installation files.

2. Go to the <installer>\source\tomcat\bin directory.

3. Use a text editor to open the infaservice.sh file.

4. Search for the following text: INFA_JAVA_OPTS="${INFA_JAVA_OPTS} -XX.

5. Set the value for -Xmx to the maximum heap size required for the number of Informatica domain users.For example, to set the maximum heap size to 1024 MB, use the following configuration:

INFA_JAVA_OPTS="${INFA_JAVA_OPTS} -XX:GCTimeRatio=9 -Xmx1024m"

Set Up the X Window ServerWhen you run the Informatica installer in graphical mode, you must use a graphics display server. On UNIX, thegraphics display server is typically an X Window server. If you do not have the X Window server installed on themachine where you want to install Informatica, you can install Informatica using an X Window server installed onanother machine. Use the DISPLAY variable to redirect output of the X Window server to another UNIX machine.

The following table lists the commands to set the DISPLAY environment variable:

Shell Command Example

C setenv DISPLAY <TCP/IP node of XWindow server>:0 setenv DISPLAY 10.1.50.23:0

Bash/Korn export DISPLAY=”<TCP/IP node of XWindow server>:0” export DISPLAY=”10.1.50.23:0”

Bourne DISPLAY=”<TCP/IP node of XWindow server>:0”export display

DISPLAY=”10.1.50.23:0”export display

Review the UNIX Requirements 9

If you do not know the IP address of a UNIX machine where the X Window server is installed, ask your networkadministrator. For more information about redirecting the DISPLAY variable, see the documentation from the UNIXvendor.

If the X Window server does not support the font that the Informatica installer uses, the installer can displayincorrect labels on the buttons. For example, the button labeled Test Connection can appear as Test Connecti....

Prepare the DomainBefore you upgrade the domain, complete the steps to prepare the domain.

1. Back up the domain.

2. Verify database user account permissions.

Back Up the DomainBefore you upgrade the domain, you must back up the domain.

Complete the following steps to back up the domain:

¨ Run the infasetup BackupDomain command to back up the domain configuration repository to a file.

¨ Back up the metadata configuration files to any directory accessible by the machines where you installInformatica.

The following table describes the metadata files and the locations where you can find them:

Metadata File Description Location

nodemeta.xml Contains metadata for a node. Stored in the isp/config directoryon each node in the domain.If you use the same backupdirectory name on all the nodes,rename nodemeta.xml beforecopying it to the backup location.For example, you back upnodemeta.xml to the /nodebakdirectory on nodeA and nodeB.Rename the configuration files sothat on nodeA the file is backedup to /nodebak/nodemeta_A.xml,and on nodeB the file is backedup to /nodebak/nodemeta_B.xml.

domains.infa Contains connectivity information for the gatewaynodes.

Stored in one of the followinglocations:- The Informatica installation

directory on the client andserver machines.

- The location configuredthrough theINFA_DOMAINS_FILEenvironment variable.

10 Chapter 2: Before You Upgrade the Domain and Server Files

Verify Database User Account PermissionsThe domain configuration repository user account requires the Create View privilege.

If the domain configuration repository user account does not have the Create View privilege, you cannot upgradethe domain.

Syntax to Grant the Create View PrivilegeTo grant the Create View privilege for an IBM DB2 database, you can use the following syntax:

connect to <DatabaseName> user <AdministratorUserName> using <AdministratorPassword>grant CREATETAB on database to <DatabaseUser>

To grant the Create View privilege for a Microsoft SQL Server database, you can use the following syntax:

USE <DatabaseName>;GRANT CREATE VIEW TO <DatabaseUser>;GO

To grant the Create View privilege for an Oracle database, you can use the following syntax:

GRANT CREATE VIEW TO <DatabaseUser>

Run infasetupInformatica infasetup includes command line programs to back up, restore, and update gateway nodes. infasetupis located in the following directory:

<Informatica Installation Directory>\server

To back up the domain with infasetup, use the following syntax:

BackupDomain <<-DatabaseAddress|-da> database_hostname:database_port|

<-DatabaseConnectionString|-cs> database_connection_string>

<-DatabaseUserName|-du> database_user_name

<-DatabasePassword|-dp> database_password

<-DatabaseType|-dt> database_type

[<-DatabaseServiceName|-ds> database_service_name]

<-BackupFile|-bf> backup_file_name

[<-Force|-f>]

<-DomainName|-dn> domain_name

[<-SchemaName|-sc> schema_name Microsoft SQL Server only]

To restore the domain with infasetup, use the following syntax:

RestoreDomain<<-DatabaseAddress|-da> database_hostname:database_port|

<-DatabaseConnectionString|-cs> database_connection_string>

<-DatabaseUserName|-du> database_user_name

<-DatabasePassword|-dp> database_password

<-DatabaseType|-dt> database_type

[<-DatabaseServiceName|-ds> database_service_name]

<-BackupFile|-bf> backup_file_name

[<-Force|-f>]

Prepare the Domain 11

[<-ClearNodeAssociation|-ca>]

[<-Tablespace|-ts> tablespace_name]

[<-SchemaName|-sc> schema_name Microsoft SQL Server only]

To update the gateway node with infasetup, use the following syntax:

UpdateGatewayNode[<-DatabaseAddress|-da> database_hostname:database_port

<-DatabaseConnectionString|-cs> database_connection_string]

[<-DatabaseUserName|-du> database_user_name]

[<-DatabasePassword|-dp> database_password]

[<-DatabaseType|-dt> database_type]

[<-DatabaseServiceName|-ds> database_service_name]

[<-DomainName|-dn> domain_name]

[<-NodeName|-nn> node_name]

[<-NodeAddress|-na> node_host:port]

[<-PreviousInfaHome|-ph> previous_infa_home]

[<-HttpsPort|-hs> https_port]

[<-KeystoreFile|-kf> keystore_file_location]

[<-KeystorePass|-kp> keystore_password]

[<-LogServiceDirectory|-ld> log_service_directory]

[<-ServerPort|-sv> server_admin_port_number]

[<-SchemaName|-sc> schema_name Microsoft SQL Server only]

Prepare the PowerCenter RepositoryBefore you upgrade the domain, back up the PowerCenter Repository.

To back up a PowerCenter repository, select the service in the Administrator tool and on the Domain actions menuselect Repository Contents > Back Up.

Prepare Metadata ManagerBefore you upgrade the domain, prepare Metadata Manager.

1. Back up the Metadata Manager warehouse.

2. Update the properties file.

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

Back Up the WarehouseBefore you upgrade the domain, back up the Metadata Manager warehouse.

Use the native database backup option and the Metadata Manager backupCmdLine to back up the MetadataManager warehouse.

Update the Properties FileBefore you upgrade the domain, update the Metadata Manager properties file.

The 9.0 version of the imm.properties file is in the following directory:

<9.0 InformaticaInstallationDir>\tomcat\shared\class

Remove the following properties from the imm.properties file:

¨ mail.host

¨ mail.port

Run Metadata Manager backupCmdLineMetadata Manager backupCmdLine includes command line programs to backup and restore the MetadataManager warehouse. The backupCmdLine is in the following directory:

<InformaticaInstallationDir>\server\MM_Utilities\mmBackupUtil

To back up the Metadata Manager warehouse with the backupCmdLine command line program, use the followingsyntax:

backupCmdLine.(bat | sh) backup <DBTYPE> "<JDBCConnectionString>" <DBUSERNAME> <DBPASSWORD> <FILENAME.bkp>

To restore the Metadata Manager warehouse with the backupCmdLine command line program, use the followingsyntax:

backupCmdLine.(bat | sh) restore <DBTYPE> "<JDBCConnectionString>" <DBUSERNAME> <DBPASSWORD> <FILENAME.bkp>

Prepare the Data Analyzer RepositoryBefore you upgrade the domain, prepare the Data Analyzer repository.

1. Assign roles to users and groups.

2. Back up the Data Analyzer repository.

3. Verify database user account requirements.

Assign Roles to Users and GroupsCreate roles for Reporting Service privileges and assign the roles to users and groups. If you do not use roles toassign Reporting Service privileges, users and groups lose privilege assignments after you upgrade.

Prepare the Data Analyzer Repository 13

Back Up the RepositoryBack up each Data Analyzer repository.

To back up each Data Analyzer repository, select the service in the Administrator tool. Then, on the DomainActions menu, click Repository Contents > Backup.

Verify Database User Account RequirementsIf the Data Analyzer repository is on Oracle, the database user account requires the CONNECT, RESOURCE, andCREATE VIEW privileges.

If the database user account does not have the CONNECT, RESOURCE, and CREATE VIEW privileges, youcannot upgrade the Reporting Service.

Shut Down the DomainYou must shut down the domain before you upgrade it.

To shut down the domain, stop the Informatica service process on each node in the domain.

You can stop the Informatica service process on each node using one of the following methods:

¨ To stop Informatica from the Windows Start menu, click Programs > Informatica[Version] > Server > StopInformatica Services.

¨ To stop Informatica on UNIX, you use the infaservice command. By default, the infaservice executable file isinstalled in the following directory:

<InformaticaInstallationDir>/tomcat/bin Enter the following command to stop the daemon:

infaservice shutdown

You can also stop the Informatica service from the Windows control panel or from the Administrator tool.

14 Chapter 2: Before You Upgrade the Domain and Server Files

C H A P T E R 3

Domain and Server Files UpgradeThis chapter includes the following topics:

¨ Domain and Server Files Upgrade Overview, 15

¨ Upgrading in Graphical Mode, 15

¨ Upgrading in Console Mode, 17

¨ Upgrading in Silent Mode, 19

¨ Troubleshooting the Domain Upgrade, 21

Domain and Server Files Upgrade OverviewUse the server installer to upgrade the server files and domain of a previous version of PowerCenter. The serverinstaller provides a domain upgrade wizard to guide you through the upgrade process.

The upgrade wizard installs Informatica 9.0.1 HotFix 1 in the installation directory you specify. It does not modifythe files in the directory of the previous version.

The upgrade wizard reads the domain information from files in the previous version and uses the same settings toconfigure the domain and server files for Informatica 9.0.1 HotFix 1. It upgrades the tables of the domainconfiguration repository in the same database as the previous version.

Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previousversions of Informatica that you want to upgrade. On Windows, you can upgrade in graphical or silent mode. OnUNIX, you can upgrade in graphical, console, or silent mode.

Note: On UNIX, use native tar or GNU tar to extract the installer files. The user that runs the installer must haveread and write permissions on the installer files directory and execute permissions on install.sh.

Upgrading in Graphical ModeUse this procedure to upgrade PowerCenter on the same machine. You can upgrade the Informatica domain andserver files in graphical mode on Windows or UNIX.

On Windows, if you encounter problems when you run the install.bat file from the root directory, run the followingfile:

<InstallerExtractDirectory>/server/install.exe

1. Log in to the machine with the same user account that you used to install the previous version.

15

2. Close all other applications.

3. To begin the upgrade on Windows, run install.bat from the root directory.

To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and thenselect the option for graphical mode installation.

4. Select Install or upgrade to Informatica 9.0.1 with HotFix 1 and click Start.

¨ If you are upgrading from Informatica 9.0.1, select Apply HotFix 1 to Informatica 9.0.1. See theInformatica 9.0.1 HotFix 1 Release Notes for information about applying the hotfix.

5. In the Installation Type window, select Upgrade to Informatica 9.0.1 with HotFix 1 and click Next.

The Upgrade Pre-Requisites window displays the upgrade system requirements. Verify that all requirementsare met before you continue the upgrade.

6. Click Next.

7. In the Upgrade Directory window, enter the following directories:

Directory Description

Directory of the Informaticaproduct to upgrade

Directory that contains the previous version of PowerCenter that you want to upgrade.

Directory for Informatica 9.0.1HotFix 1

Directory in which to install Informatica 9.0.1 HotFix 1.Enter the absolute path for the installation directory. The directory cannot be the sameas the directory that contains the previous version of PowerCenter.The directory namesin the path must not contain spaces or the following special characters: @|* $ # ! % ( ){ } [ ] , ; 'On Windows, the installation directory must be on the current machine.

8. Verify that the Allow changes to the node host name and port numbers option is not selected.

You cannot modify the node configuration when you upgrade from Informatica 9.0.

9. Click Next.

The upgrade wizard displays a warning to shut down the Informatica domain before you continue the upgrade.

10. Click OK.

11. In the Pre-Installation Summary window, review the upgrade information, and click Install to continue.

The upgrade wizard installs the Informatica server files to the Informatica 9.0.1 HotFix 1 installation directory.

12. If you are upgrading a gateway node, the upgrade wizard displays the database and user account informationfor the domain configuration repository to be upgraded.

If you are upgrading a worker node, the upgrade wizard does not display the domain configuration repositoryinformation. You cannot modify the database connection information.

The following table describes the properties that the installer displays for the domain configuration repository:

Property Description

Database type Database for the domain configuration repository.

Database user ID Database user account for the domain configuration repository.

User password Password for the database user account.

16 Chapter 3: Domain and Server Files Upgrade

The upgrade wizard displays the database connection string for the domain configuration repository based onhow the connection string of the previous version was created at installation:

¨ If the previous version used a JDBC URL at installation, the upgrade wizard displays the JDBC connectionproperties, including the database address and service name.

Optionally, you can specify additional JDBC parameters to include in the JDBC URL. To provide additionalJDBC parameters, select JDBC parameters and enter a valid JDBC parameter string.

¨ If the previous version used a custom JDBC connection string at installation, the upgrade wizard displaysthe custom connection string.

You cannot specify additional JDBC parameters.

13. Click Test Connection to verify that you can connect to the database, and then click OK to continue.

14. Click Next.

On Windows, the upgrade wizard creates a service to start Informatica. By default, the service runs under thesame user account as the account used for installation. You can run the Windows service under a differentuser account.

15. Select whether to run the Windows service under a different user account.

The following table describes the properties that you set:

Property Description

Run Informatica under adifferent user account

Indicates whether to run the Windows service under a different user account.

User name User account with which to run the Informatica Windows service.Use the following format:DomainName\UserAccountThis user account must have the Act as operating system permission.

Password Password for the user account with which to run the Informatica Windows service.

16. Click Next.

The Post-Upgrade Summary window indicates whether the upgrade completed successfully.

17. Click Done.

You can view the upgrade log files to get more information about the tasks performed by the upgrade wizard andto view the configuration of installed components.

Upgrading in Console ModeUse this procedure to upgrade PowerCenter on the same machine. You can upgrade the Informatica domain andserver files in console mode on UNIX.

Note: When you run the installer in console mode, the words Quit and Back are reserved words. Do not use themas input text.

When the installer starts in console mode, it displays a message that it is preparing for silent mode installation. OnLinux IA-64, it displays a message that it cannot find the libc.so.6 file. On Solaris, it displays a message that itcannot find the install.bin file. You can ignore these messages.

1. Log in to the machine with the same user account that you used to install the previous version.

Upgrading in Console Mode 17

2. Stop all processes that access the directory and subdirectories of the Informatica product to upgrade,including command prompts and tail logs.

3. On a shell command line, run the install.sh file located in the root directory.

The installer displays the message to verify that the locale environment variables are set.

4. If the environment variables are not set, enter N to exit the installer and set them as required.

If the environment variables are set, enter Y to continue.

5. Enter 1 to install or upgrade to Informatica 9.0.1 with Hotfix 1.

¨ If you are upgrading from Informatica 9.0.1, select Apply HotFix 1 to Informatica 9.0.1. See theInformatica 9.0.1 HotFix 1 Release Notes for information about applying the hotfix.

6. Enter C for console mode installation.

7. Enter 2 to upgrade to Informatica 9.0.1 Hotfix 1.

Review the system requirements and pre-upgrade tasks. Verify that all upgrade requirements are met beforeyou continue.

8. Press Enter.

9. At the prompt, enter the following directories:

Directory Description

Directory of the Informaticaproduct to upgrade

Directory that contains the previous version of PowerCenter that you want to upgrade.

Directory for Informatica 9.0.1Hotfix 1

Directory in which to install Informatica 9.0.1 Hotfix 1. The directory cannot be the sameas the directory that contains the previous version of PowerCenter.

10. Enter 1 use the same node configuration as the previous version.

You cannot modify the node configuration when you upgrade from Informatica 9.0.

The installer displays a warning to shut down the Informatica domain that you want to upgrade before youcontinue the upgrade.

11. Press Enter.

12. Review the upgrade information and press Enter to continue.

The installer copies the server files to the Informatica 9.0.1 Hotfix 1 installation directory.

The installer displays the database and user account information for the domain configuration repository toupgrade. It displays the database connection string for the domain configuration repository based on how theconnection string of the previous version was created at installation:

¨ If the previous version used a JDBC URL at installation, the installer displays the JDBC connectionproperties, including the database address and service name.

¨ If the previous version used a custom JDBC connection string at installation, the installer displays thecustom connection string.

13. Press Enter.

14. If you use a JDBC URL, you can specify additional parameters to include in the connection string.

If you use a custom connection string, you cannot specify additional parameters.

The Post-Installation Summary window indicates whether the upgrade completed successfully. It also shows thestatus of the installed components and their configuration.

You can view the upgrade log files to get more information about the upgrade tasks performed by the installer andto view the configuration properties for the installed components.

18 Chapter 3: Domain and Server Files Upgrade

Upgrading in Silent ModeUse this procedure to upgrade PowerCenter on the same machine.

To upgrade the Informatica services without user interaction, upgrade in silent mode. Use a properties file tospecify the upgrade options. The installer reads the file to determine the upgrade options. You can use silentmode upgrade to upgrade the Informatica services on multiple machines on the network or to standardize theupgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica instance you planto upgrade.

To upgrade in silent mode, complete the following tasks:

1. Create the upgrade properties file and specify the upgrade options.

2. Run the installer with the upgrade properties file.

Creating the Properties FileInformatica provides a sample properties file that includes the upgrade parameters that are required by theinstaller. You can customize the sample properties file to specify the options for your upgrade.

The sample upgrade properties file is named SilentInput_upgrade.properties and is located in the root directory ofthe installation DVD or the installer download location. After you customize the file, save it with the file nameSilentInput.properties.

1. Go to the root of the directory that contains the installation files.

2. Find the file named SilentInput_upgrade.properties.

Back up the file before you modify it.

3. Use a text editor to open the file and modify the values of the upgrade parameters.

The following table describes the upgrade parameters that you can modify:

Property Name Description

INSTALL_TYPE Indicates whether to install or upgrade Informatica.If the value is 0, the installer performs a fresh installation of Informatica. If the value is1, the installer upgrades a previous version of Informatica.

UPG_DIFF_CONFIG Indicates whether to change the node configuration for the new version of Informatica.To upgrade a previous version of Informatica with the same machine configuration, setthis parameter to 0.

USER_INSTALL_DIR Directory in which to install the new version of PowerCenter. The directory cannot bethe same as the directory that contains the previous version of PowerCenter.

UPG_BACKUP_DIR Directory that contains the previous version of PowerCenter that you want to upgrade.

DB2_TABLESPACE For IBM DB2 only. Name of the tablespace in which to create the tables. If thisparameter is empty, the installer creates the tables in the default tablespace. In a multi-partition database, the tablespace page size must be 32 K. Define the database in asingle-node tablespace to optimize performance.

Upgrading in Silent Mode 19

Property Name Description

ADVANCE_JDBC_PARAM Optional parameters to include in the JDBC URL connection string. Verify that theparameter string is valid. The installer does not validate the parameter string before itadds the string to the JDBC URL. If this parameter is empty, the installer creates theJDBC URL without additional parameters.You can set this parameter if DB_CUSTOM_STRING_SELECTION=0.

ADVANCE_PORT_CONFIG Indicates whether to display the list of port numbers for the domain and nodecomponents. If the value is 0, the installer assigns default port numbers to the domainand node components. If the value is 1, you can set the port numbers for the domainand node components.

TOMCAT_PORT Port number used by the Service Manager on the node. The Service Manager listensfor incoming connection requests on this port. Client applications use this port tocommunicate with the services in the domain. This is the port that the Informaticacommand line programs use to communicate to the domain. This is also the port forthe SQL data service JDBC/ODBC driver.You can set this parameter if ADVANCE_PORT_CONFIG=1.

AC_PORT Port number used by the Administrator tool.You can set this parameter if ADVANCE_PORT_CONFIG=1.

AC_SHUTDWN_PORT Port number that controls server shutdown for the Administrator tool. The Administratortool listens for shutdown commands on this port.You can set this parameter if ADVANCE_PORT_CONFIG=1.

FORCE_UPGRADE For upgrades from version 8.x. You can set this option when you run the installer againafter a failed upgrade.The installer starts the domain upgrade process from the beginning and overrides allprevious upgrades to the domain. It also overrides any upgrade contention if otheradministrators are upgrading nodes in the domain at the same time.

4. On Windows, specify whether to run the Informatica service under the same user account as the accountused for upgrade.

Set the following parameters:

Property Description

USE_LOGIN_DETAILS Indicates whether to run the Windows service under a different user account. If the valueis 0, the installer configures the service to run under the current user account. If the valueis 1, the installer configures the service to run under a different user account.

WIN_USER_ID User account with which to run the Informatica Windows service.Use the following format:DomainName\UserAccount This user account must have the Act as operating system permission.

WIN_USER_PSSWD Password for the user account with which to run the Informatica Windows service.

5. Save the properties file with the name SilentInput.properties.

Running the Silent InstallerAfter you create the properties file, open a command window to start the silent upgrade.

1. Open a command window.

20 Chapter 3: Domain and Server Files Upgrade

2. Go to the root of the server installer directory.

3. Verify that the directory contains the file SilentInput.properties with the upgrade options.

4. To start the silent upgrade process, double click the file silentinstall.bat.

The silent upgrade runs in the background. The process can take a while. The silent upgrade process is completewhen the Informatica_<Version>_Services_InstallLog.log is created in the installation directory.

The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is notaccessible. If the upgrade fails, view the silent upgrade log file and correct the errors. Then run the silent installeragain. The silent upgrade log file name is silentErrorLog.log. The installer creates it in the root directory onWindows and in the user home directory on UNIX.

Troubleshooting the Domain UpgradeIf the upgrade does not complete successfully, review log files to determine the cause of the failure. The upgradelog files are in the root of the directory where the new version of Informatica is installed. Review the following logfile: Informatica_<Version>_Services_Upgrade.log

If the upgrade fails, it can result in an inconsistent domain configuration. You can run the installer again to resolvethe inconsistent configuration and complete the upgrade process. When you run the installer again, select theRestart the Domain Configuration Upgrade option. The domain upgrade wizard starts the domain upgrade processfrom the beginning and overrides all previous upgrades to the domain. It also overrides any upgrade contention ifother administrators are upgrading other nodes in the domain at the same time.

Use the following guidelines when you run the installer after a failed upgrade:

¨ Resolve the problem indicated in the upgrade logs before you run the installer again.

¨ Verify that there are no other administrators upgrading other nodes in the domain when you run the installer.

¨ If errors persist after you run the installer with the Restart the Domain Configuration Upgrade option, restorethe domain configuration repository database from backup and run the installer again.

Troubleshooting the Domain Upgrade 21

C H A P T E R 4

Before You Upgrade theApplication Services

This chapter includes the following topics:

¨ Pre-Upgrade Tasks, 22

¨ Configure POSIX Asynchronous I/O, 22

¨ Configure Informatica Environment Variables, 23

¨ Configure Locale Environment Variables, 23

¨ Clear Browser Cache, 24

¨ Configure Browser Bookmarks, 24

Pre-Upgrade TasksBefore you upgrade the application services, complete the following tasks:

1. Configure POSIX Asynchronous I/O.

2. Configure Informatica environment variables.

3. Configure locale environment variables.

4. Clear browser cache.

5. Configure browser bookmarks.

Configure POSIX Asynchronous I/OIf you install Informatica on IBM AIX, make POSIX Asynchronous I/O available on any node where you want to runa PowerCenter Integration Service. A PowerCenter Integration Service running on an IBM AIX machine can fail tostart if POSIX Asynchronous I/O is not available.

22

Configure Informatica Environment VariablesYou can configure the INFA_DOMAINS_FILE and INFA_HOME environment variables to store the domain andinstallation location settings.

INFA_DOMAINS_FILE

The installer creates a domains.infa file in the Informatica installation directory. The domains.infa file containsthe connectivity information for the gateway nodes in a domain, including the domain names, domain hostnames, and domain host port numbers.

Set the value of the INFA_DOMAINS_FILE variable to the path and file name of the domains.infa file. If youconfigure the INFA_DOMAINS_FILE variable, you can run infacmd and pmcmd from a directory otherthan /server/bin.

Configure the INFA_DOMAINS_FILE variable on the machine where you install the Informatica services. OnWindows, configure INFA_DOMAINS_FILE as a system variable.

INFA_HOME

Use INFA_HOME to designate the Informatica installation directory. If you modify the Informatica directorystructure, you need to set the environment variable to the location of the Informatica installation directory orthe directory where the installed Informatica files are located.

For example, you use a softlink in UNIX for any of the Informatica directories. To configure INFA_HOME sothat any Informatica application or service can locate the other Informatica components it needs to run, setINFA_HOME to the location of the Informatica installation directory.

Configure Locale Environment VariablesUse LANG, LC_CTYPE, or LC_ALL to set the UNIX code page. Verify that the locale setting is compatible with thecode page for the repository. If the locale setting is not compatible with the repository code page, you cannotcreate a repository service.

Different UNIX operating systems require different values for the same locale. The value for the locale variable iscase sensitive.

Use the following command to verify that the value for the locale environment variable is compatible with thelanguage settings for the machine and the type of code page you want to use for the repository:

locale -a

The command returns the languages installed on the UNIX operating system and the existing locale settings.

Locale on Linux

All UNIX operating systems except Linux have a unique value for each locale. Linux allows different values torepresent the same locale. For example, “utf8,” “UTF-8,” “UTF8,” and “utf-8” represent the same locale on aLinux machine. Informatica requires that you use a specific value for each locale on a Linux machine. Makesure that you set the LANG environment variable appropriately for all Linux machines.

Locale for Oracle Database Clients

For Oracle database clients, set NLS_LANG to the locale you want the database client and server to use withthe login. A locale setting consists of the language, territory, and character set. The value of NLS_LANG

Configure Informatica Environment Variables 23

depends on the configuration. For example, if the value is american_america.UTF8, set the variable in a Cshell with the following command:

setenv NLS_LANG american_america.UTF8

Clear Browser CacheBefore you access the Administrator tool, clear the browser cache.

On Windows Internet Explorer, delete the browsing history, including temporary files, cookies, and history. OnMozilla Firefox, clear the offline storage.

If you do not clear the browser cache, the previous Administrator tool URL is not redirected to the latest URL andsome menu options may not appear.

Configure Browser BookmarksEffective in version 9.0.1, the Administrator tool URL has changed.

After you upgrade the domain, bookmarks to the Administrator tool are not valid.

Configure bookmarks with one of the following URLs:

¨ http://<host>:<port>

¨ http://<host>:<administrator_port>/administrator

24 Chapter 4: Before You Upgrade the Application Services

C H A P T E R 5

Application Service UpgradeThis chapter includes the following topics:

¨ Application Service Upgrade Overview, 25

¨ Service Upgrade Wizard, 25

Application Service Upgrade OverviewThe product and product version determines the service upgrade process.

Some service versions require a service upgrade. When you upgrade a service, you must also upgrade thedependent services.

Use the service upgrade wizard, the actions menu of each service, or command line to upgrade services. Theservice upgrade wizard upgrades multiple services in the appropriate order and checks for dependencies. If youuse the command line to upgrade services, you must upgrade services in the correct order and verify that youupgrade dependent services.

After you upgrade a service, you must restart the service.

The first time you enable the Metadata Manager Service after you upgrade it, the service takes a long time to start.

Note: A user with the Administrator role can upgrade services.

Service Upgrade for PowerCenter 9.0You must upgrade the Reporting Service and Metadata Manager Service.

Before you upgrade a Reporting Service or Metadata Manager Service, verify that the service is disabled.

Service Upgrade WizardUse the service upgrade wizard to upgrade services.

The service upgrade wizard provides the following options:

¨ Upgrade multiple services.

¨ Enable services before the upgrade.

¨ Display upgraded services in a list along with services that require an upgrade.

25

¨ Save the current or previous upgrade report.

You can access the service upgrade wizard from the Manage menu in the header area.

Upgrade ReportThe upgrade report contains the upgrade start time, upgrade end time, upgrade status, and upgrade processingdetails. To save the upgrade report, choose one of the following options:

Save Report

The Save Report option appears on step 4 of the service upgrade wizard.

Save Previous Report

The second time you run the service upgrade wizard, the Save Previous Report option appears on step 1 ofthe service upgrade wizard. If you did not save the upgrade report after upgrading services, you can selectthis option to view or save the previous upgrade report.

Running the Service Upgrade WizardUse the service upgrade wizard to upgrade services.

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

2. Select the objects to upgrade.

3. Click Next.

4. If dependency errors exist, the Dependency Errors dialog box appears. Review the dependency errors andclick OK. Then, resolve dependency errors and click Next.

5. Enter the repository login information. Optionally, choose to use the same login information for allrepositories.

6. Click Next.

The service upgrade wizard upgrades each service and displays the status and processing details.

7. When the upgrade completes, the Summary section displays the list of services and their upgrade status.Click each service to view the upgrade details in the Service Details section.

8. 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 time you launch theservice upgrade wizard.

9. Click Close.

10. Restart upgraded services.

26 Chapter 5: Application Service Upgrade

C H A P T E R 6

Informatica Client UpgradeThis chapter includes the following topics:

¨ Informatica Client Upgrade Overview, 27

¨ Informatica Client Upgrade Options, 28

¨ Upgrading in Graphical Mode, 28

¨ Upgrading in Silent Mode, 29

Informatica Client Upgrade OverviewUse the client installer to upgrade a previous version of the Informatica client tools. The Informatica 9.0.1 clienttools are installed on the installation directory you specify. The client installer configures the newly installed clienttools with the same settings as the previous version. The client installer does not modify the files of the previousversion of the client tools.

Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previousversions of the Informatica client tools that you want to upgrade. You can upgrade the Informatica clients ingraphical or silent mode.

When you run the client installer, select the Informatica client tool to upgrade.

For PowerCenter, you can upgrade the PowerCenter Client tools. PowerCenter Client is a set of tools you can useto manage the PowerCenter repository, mappings, and sessions. The client upgrade also upgrades the followingclient tools:

¨ Custom Metadata Configurator

¨ Orchestration Designer

¨ Mapping Architect for Visio

¨ Mapping Analyst for Excel

By default, the when you upgrade PowerCenter Client, the following components are also upgraded:

¨ DataDirect ODBC drivers

¨ Java Runtime Environment libraries

27

Informatica Client Upgrade OptionsYou can upgrade the Informatica client tools in one of the following ways:

¨ Upgrade in Graphical Mode. Upgrades the Informatica client tools in graphical mode. The installer guides youthrough the upgrade process.

¨ Upgrade in Silent Mode. Upgrades the Informatica client tools using a properties file that contains the upgradeoptions.

Upgrading in Graphical ModeIf you encounter problems when you run the install.bat file from the root directory, run the following file:

<InstallerExtractDirectory>/client/install.exe

1. Close all applications.

2. Run install.bat from the root directory.

3. Select Install or upgrade to Informatica 9.0.1 with Hotfix 1 and click Start.

¨ If you are upgrading from Informatica 9.0.1, select Apply HotFix 1 to Informatica 9.0.1. See theInformatica 9.0.1 HotFix 1 Release Notes for information about applying the hotfix.

The Installation Pre-Requisites window displays the system requirements. Verify that all installationrequirements are met before you continue the installation.

4. Click Next.

On the Select Component window, select the Informatica client you want to upgrade.

You can upgrade the following Informatica client applications:

¨ Informatica Developer

¨ PowerCenter Client

If both Informatica Developer and PowerCenter Client are installed on the machine, you can upgrade the toolsin the same process.

5. On the Upgrade Directory window, enter the following directories:

Directory Description

Directory of the Informaticaclient to upgrade

Directory that contains the previous version of the Informatica client tool that you wantto upgrade

Directory for Informatica 9.0.1client tools

Directory in which to install the Informatica 9.0.1 client toolsEnter the absolute path for the installation directory. The installation directory must beon the current machine. The directory names in the path must not contain spaces or thefollowing special characters: @|* $ # ! % ( ) { } [ ] , ; '

6. Click Next.

7. On the Pre-Installation Summary window, review the installation information, and click Install.

The installer copies the Informatica client files to the installation directory.

The Post-installation Summary window indicates whether the upgrade completed successfully.

8. Click Done.

28 Chapter 6: Informatica Client Upgrade

You can view the installation log files to get more information about the upgrade tasks performed by the installer.

Upgrading in Silent ModeTo upgrade the Informatica client tools without user interaction, upgrade in silent mode. Use a properties file tospecify the upgrade options. The installer reads the file to determine the upgrade options. You can use silentmode upgrade to upgrade the Informatica client tools on multiple machines on the network or to standardize theupgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica client you plan toupgrade.

To upgrade in silent mode, complete the following tasks:

1. Create the upgrade properties file and specify the upgrade options.

2. Run the installer with the upgrade properties file.

Creating the Properties FileInformatica provides a sample properties file that includes the upgrade parameters that are required by theinstaller. You can customize the sample properties file to specify the options for your upgrade.The sample properties file is named SilentInput.properties and is located in the root of the client installer directory.

1. Go to the root of the directory that contains the client installation files.

2. Locate the file named SilentInput.properties.

Back up the file before you modify it.

3. Use a text editor to open the file and modify the values of the upgrade parameters.

The following table describes the upgrade parameters you can modify:

Property Name Description

USER_INSTALL_DIR Directory in which to install the Informatica 9.0.1 client tools.

INSTALL_TYPE Indicates whether to install or upgrade the Informatica client tools.Set this parameter to 1 upgrade a previous version of the Informatica client tools toversion 9.0.1.

UPG_BACKUP_DIR Directory of the previous version of the Informatica tools that you want to upgrade.

DXT_COMP Indicates whether to install Informatica Developer.If the value is 1, the Developer tool will be installed. If the value is 0, the Developertool will not be installed.Default is 1.

CLIENT_COMP Indicates whether to install the PowerCenter Client.If the value is 1, the PowerCenter Client will be installed. If the value is 0, thePowerCenter Client will not be installed.Default is 1.

4. Save the properties file.

Upgrading in Silent Mode 29

Running the Silent InstallerAfter you create the properties file, open a command window to start the silent upgrade.

1. Open a command window.

2. Go to root of the client installer directory.

3. Verify that the directory contains the file SilentInput.properties with the upgrade options.

4. To start the silent upgrade process, double click the file silentinstall.bat.

The silent upgrade runs in the background. The process can take a while. The silent upgrade process is completewhen the Informatica_9.0.1_Client_InstallLog.log is created in the installation directory.

The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is notaccessible. If the upgrade fails, view the installation log files and correct the errors. Then run the silent installeragain.

30 Chapter 6: Informatica Client Upgrade

C H A P T E R 7

After You UpgradeThis chapter includes the following topics:

¨ Informatica Domain, 31

¨ Web Services Hub, 32

¨ Metadata Manager Service, 32

Informatica DomainAfter you upgrade, complete the post-upgrade tasks for the domain.

Configure LDAP ConnectivityIf the domain uses LDAP authentication, update the LDAP configuration after you upgrade.

Effective in version 9.0.1, the default maximum size for user import is set to 1000.

Previously, the default value was set to 0, which indicated that there was no maximum value.

When you upgrade, all users are imported into the domain. However, all users over 1000 will be dropped inreverse alphabetic order the next time the Service Manager synchronizes with the LDAP service directory.

To avoid dropping users, reset the maximum size in the LDAP connectivity configuration.

Update the Log Events DirectoryWhen you upgrade the domain, the log events directory points to the location you specified in the previousversion. When you upgrade the domain with changes to the node configuration, the log events directory points tothe isp/logs directory in the new installation directory.

To use a different directory for the logs, update the Log Directory Path property for the domain in the Administratortool. You can also use infasetup updateGatewaynode to update the directory. For example, you can configure thelog events directory as the server/infa_shared/logs directory in the new installation directory.

Update ODBC Data SourcesThe Informatica installation includes DataDirect 6.0 SP3 ODBC drivers. Re-create each ODBC data source to usethe new drivers.

31

Update Statistics for the Domain Configuration RepositoryIf the domain configuration repository is in an IBM DB2 9.1 database, run the DB2 reorgchk command to optimizedatabase operations. The reorgchk command generates the database statistics used by the DB2 optimizer inqueries and updates.

Use the following command:

REORGCHK UPDATE STATISTICS on SCHEMA SchemaName

Web Services HubAfter you upgrade, complete the post-upgrade tasks for the Web Services Hub:

Update the Plug-inYou must update the Web Services Hub plug-in.

Complete the following steps to re-register the pmwsprovider.xml plug-in:

1. Configure the PowerCenter Repository Service to run in exclusive mode.

2. Connect to the PowerCenter Repository Service with the pmrep Connect command.

3. Locate the pmwsprovider.xml file name in the following location: <InformaticaInstallationDirectory>\server\bin\native.

4. Use the following pmrep RegisterPlugin command to re-register the pmwsprovider.xml plug-in: registerplugin -i pmwsprovider.xml -e -N.

Metadata Manager ServiceAfter you upgrade, complete the post-upgrade tasks for each Metadata Manager Service.

Copy JDBC drivers for Netezza ResourcesIf Metadata Manager uses a Netezza resource to extract metadata from Netezza, copy the Netezza JDBC driversto the Informatica installation directory.

1. Disable the Metadata Manager Service.

2. Copy nzjdbc.jar from the Netezza JDBC driver installation folder to the following directory:<InformaticaInstallationDir>\services\MetadataManagerService\mmapps\mm\WEB-INF\lib.

3. Enable the Metadata Manager Service.

Reload Metadata Manager ResourcesReload all relational database resources, PowerCenter resources, business intelligence resources, and datamodeling resources.

32 Chapter 7: After You Upgrade

Update the Metadata Manager Properties FileUpdate the imm.properties file to include any customization.

Compare the imm.properties file in the previous installation directory with the 9.0.1 version. Update the 9.0.1version of the imm. properties file as required.

The 9.0.1 version of the imm.properties file is in the following directory:

<9.0.1 InformaticaInstallationDir>\tomcat\shared\class

The 9.0 version of the imm.properties file is in the following directory:

<9.0 InformaticaInstallationDir>\tomcat\shared\class

After you configure properties in imm.properties, disable and enable the Metadata Manager Service for thechanges to take effect.

Update the Metadata Manager File LocationWhen you upgrade, the Metadata Manager file location points to the location you specified in the previous version.

To use a different directory for the files, update the Metadata Manager File Location property for the MetadataManager Service in the Administrator tool.

Configure Domain SMTP Configuration SettingsEffective in version 9.0.1, you use the Administrator tool to configure the host name and port number of theoutgoing mail server in the domain SMTP configuration settings. Metadata Manager uses the mail server that youconfigure to send email from Metadata Manager.

In previous versions, you configured the host name and port number of the outgoing mail server in theimm.properties file. After you upgrade, use the Administrator tool to configure the email properties in the domainSMTP configuration settings.

Metadata Manager Service 33

I N D E X

Ddisk space requirements

installation requirements 8DISPLAY

environment variables 6

Eenvironment variables

DISPLAY 9installation 6, 8

Ggraphical mode

installation requirements 9

IIATEMPDIR

environment variables 6, 8installation requirements

disk space 8environment variables 6, 8X Window Server 9

JJRE_HOME

environment variables 6, 8

LLANG

locale environment variables 6, 8

LC_ALLlocale environment variables 6, 8

library pathenvironment variables 8

PPATH

environment variables 8

SService Upgrade Wizard

upgrading services 25services

Service Upgrade Wizard 25

Uupgrading

Service Upgrade Wizard 25

XX Window Server

installation requirements 9

34