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Informatica Data Explorer (Version 9.1.0 HotFix 2)

Upgrade Guide for Version 9.0.1

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Informatica Data Explorer Upgrade Guide for Version 9.0.1

Version 9.1.0 HotFix 2September 2011

Copyright (c) 1998-2011 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 forby any means (electronic, photocopying, recording or otherwise) w ithout prior consent of Informatica Corporation. This Software may be protected by U.S. and/or internatioPatents 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 iDFARS 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), asapplicable.

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 Informatica OnDemand, Informatica Identity Resolution, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing, Ultra Messaging and InformatMaster Data Management are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other compaand product names may be trade names or trademarks of their respective owners.

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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 writingsoftware 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 copyright1999-2006 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 httwww.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, Irvineand 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 redistributionthis software is subject to terms available at http://www.openssl.org and http://www.openssl.org/source/license.html.

This product includes Curl software which is Copyright 1996-2007, Daniel Stenberg, . 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 withoufee 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 availabat 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://dojotoolkit.org/license.

This product includes ICU software which is copyright International Business Machines Corporation and others. All rights reserved. Permissions and limitations regarding thsoftware 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 httpwww.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 subto terms available at http:/ /www.boost.org/LICENSE_1_0.txt.

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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 ), the Sun Binary Code License

Agreement Supplemental License Terms, the BSD License (http://www.opensource.org/licenses/bsd-license.php), the MIT License (http://www.opensource.org/licenses/mlicense.php) and the Artistic License (http://www.opensource.org/licenses/artistic-license-1.0).

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 product contains runtime modules of IBM DB2 Driver for JDBC and SQLJ (c) Copyright IBM Corporation 2006 All rights reserved.

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; 7,496,588; 7,523,121; 7,584,422, 7,720,842;7,721,270; and 7,774,791 , international Patents and other Patents 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 noninfringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. Thinformation 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 NOT

LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT,

INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF

THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH

OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: PC-UPG-91000-HF1-0001

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i v

Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

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

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

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

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

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

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

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

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

Informatica Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

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

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

Upgrading Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

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

Chapter 2: Before You Upgrade the Domain and Server Fi les. . . . . . . . . . . . . . . . . . . . . . . . 4

Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Review the Windows Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

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

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

Review the Maximum Heap Size. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

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

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

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

Verify the File Descriptor Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Review the Maximum Heap Size. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

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

Uninstall Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Backing Up Essential Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Uninstalling Previous Version of Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Prepare the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Back Up the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Prepare the Model Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Back Up the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Prepare the Profiling Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Back Up the Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

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Verify Database User Account Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Prepare the Staging Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Shut Down the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Prepare to Change the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configure the Windows Machine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configure the UNIX Machine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Copy the Installation Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Verify Keystore File Name and Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3: Domain and Server Files Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Domain and Server Files Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Upgrading with Changes to the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

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

Troubleshooting the Domain Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 4: Before You Upgrade the Applicat ion Services. . . . . . . . . . . . . . . . . . . . . . . . . . 33

Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Configure Informatica Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Configure Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Clear Browser Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Change the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Install the Database Client Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Configure Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Verify that a Graphics Display Server is Available. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Update Port Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Verify the Node Backup Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Update Keystore File Name and Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Configure PowerExchange Adapters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 5: Application Service Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Application Service Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Service Upgrade for Data Explorer AE 9.0.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Upgrade Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Running the Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

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Chapter 6: Informatica Client Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Informatica Client Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Informatica Client Upgrade Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Chapter 7: After You Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Informatica Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Configure LDAP Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Update the Log Events Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Update ODBC Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Update Statistics for the Domain Configuration Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Model Repository Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Re-create the Search Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Update Statistics for the Model Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Update the Profiling Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Reset the HTTP Proxy Server Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Analyst Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Verify Directories and Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Restart the Analyst Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Content Management Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Upgrade the Informatica Drivers for SQL Data Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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Preface

The Upgrade Guide for Version 9.0.1 is written for the system administrator who is responsible for upgrading the

Informatica product. This guide assumes that you have knowledge of operating systems, relational database

concepts, and the database engines, flat files, or mainframe systems in your environment. This guide also

assumes that you are familiar with the interface requirements for your supporting applications.

Informatica Resources

Informatica Customer Portal

As an Informatica customer, you can access the Informat ica 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 Product

Documentation, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you have

questions, comments, or ideas about this documentation, contact the Informatica Documentation team through

email at [email protected]. We will use your feedback to improve our documentation. Let us

know if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product,

navigate to Product Documentation from http://mysupport.informatica.com.

Informatica Web Site

You can access the Informatica corporate web site at http://www.informatica.com. The site contains information

about Informatica, its background, upcoming events, and sales offices. You will also find product and partner

information. The services area of the site includes important information about technical support, training andeducation, and implementation services.

Informatica How-To Library

As an Informatica customer, you can access the Informat ica 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. It

includes articles and interactive demonstrations that provide solutions to common problems, compare features and

behaviors, and guide you through performing specific real-world tasks.

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Informatica Knowledge Base

As an Informatica customer, you can access the Informat ica Knowledge Base at http: //mysupport .informatica.com.

Use the Knowledge Base to search for documented solutions to known technical issues about Informatica

products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If

you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base

team through email at [email protected].

Informatica Multimedia Knowledge Base

As an Informatica customer, you can access the Informat ica Multimedia Knowledge Base at

http://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia files

that help you learn about common concepts and guide you through performing specific tasks. If you have

questions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Base

team through email at [email protected].

Informatica Global Customer Support

You 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 Free

Brazil: 0800 891 0202Mexico: 001 888 209 8853

North America: +1 877 463 2435

Toll Free

France: 0805 804632Germany: 0800 5891281

Italy: 800 915 985Netherlands: 0800 2300001

Portugal: 800 208 360Spain: 900 813 166Switzerland: 0800 463 200

United Kingdom: 0800 023 4632

Standard Rate

Belgium: +31 30 6022 797France: +33 1 4138 9226

Germany: +49 1805 702 702Netherlands: +31 306 022 797United Kingdom: +44 1628 511445

Toll Free

Austra lia: 1 800 151 830New Zealand: 09 9 128 901

Standard Rate

India: +91 80 4112 5738

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C H A P T E R 1

Upgrade Overview

This chapter includes the following topics:

Informatica Upgrade, 1

Upgrade Process, 2

Upgrade Tasks, 3

Informatica Upgrade

You can upgrade the following Informatica product versions to version 9.1.0 HotFix 2:

Informatica Product Version Comments

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

Informatica PowerCenter 8.5.x If the PowerCenter 8.5.x domain includes the Metadata Manager Service or Reporting Service, you must first upgrade to PowerCenter

8.6.1.

Informatica PowerCenter 8.6 If the PowerCenter 8.6 domain includes the Metadata Manager

Service, Reporting Service, or Reference Table Manager Service,you must first upgrade to PowerCenter 8.6.1.

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 the

PowerCenter 8.6.1 reference table data to the Informatica 9.0.1Analyst too l.

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 9.0.1

Data Quality migration documentation for details.

Informatica Data Explorer Advanced Edit ion 9.0 You must first upgrade to Data Explorer Advanced Edition 9.0.1. See

the Informatica Data Quality 9.0 upgrade documentation. Completethe steps to upgrade Informatica Data Quality 9.0 unless anexception is specified.

Informatica Data Quality 9.0 You must first upgrade to Data Quality 9.0.1.

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Informatica Product Version Comments

Informatica Data Services 9.0 You must first upgrade to Data Services 9.0.1.

Informatica PowerCenter 9.0 You must first upgrade to PowerCenter 9.0.1.

Informatica Data Explorer Advanced Edition 9.0.1

Informatica Data Quality 9.0.1

Informatica Data Services 9.0.1

Informatica PowerCenter 9.0.1

Informatica Data Explorer 9.1.0 or 9.1.0 HotFix 1 For information about applying the hotfix, see the Release Notes.

Informatica Data Quality 9.1.0 or 9.1.0 HotFix 1 For information about applying the hotfix, see the Release Notes.

Informatica Data Services 9.1.0 or 9.1.0 HotFix 1 For information about applying the hotfix, see the Release Notes.

Informatica PowerCenter 9.1.0 or 9.1.0 HotFix 1 For information about applying the hotfix, see the Release Notes.

If the product version you use cannot be upgraded to Informatica 9.1.0 HotFix 2, you must first upgrade to a

supported version.

Upgrade Process

The upgrade consists of the following phases:

Upgrading the domain and server files. To upgrade the domain and server files, run the Informatica serverinstaller and select the upgrade option. The domain upgrade wizard installs the server files and configures the

domain. If the domain has multiple nodes, you must upgrade 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 installation

directory.

Upgrades the domain. Upgrades the domain to run version 9.1.0 applicationservices.The upgrade retains the user and administrator accounts inthe domain.

Starts Informatica Services. Starts Informatica Services on the node.

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Upgrading the application services. After you upgrade the domain and server files, log in to the Administrator

tool and upgrade the application services. The service upgrade wizard provides a list of all application services

that must be upgraded. It upgrades the services based on the order required by the dependent objects.

Upgrading the Informatica client. To upgrade the Informatica client, run the Informatica client installer and

select the upgrade option. If the client is installed on multiple machines, upgrade the client on all machines.

Changing the Node Configuration

The installer provides the option to allow changes to node host name and port number. When you select this

option you can change the node configuration. Change the node configuration when you move the Informatica

installation to a different machine.

If you choose the option to update the node configuration on one gateway node, you must use this option on all

gateway nodes in the domain.

If you choose the option to update the node configuration, you need to perform additional upgrade steps. There

are additional steps before you upgrade the domain and server files, and before you upgrade the application

services.

Upgrading Data Transformation

If you want to upgrade Data Transformation Engine and Data Transformation Studio on the same machine,

upgrade the client before you upgrade the domain and server files. The client and server upgrades must be 32-bit.

Upgrade Tasks

To upgrade Data Explorer, complete the following tasks:

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

installer.

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

upgrade the server files on each node. If the domain contains multiple nodes, upgrade the gateway node

before you upgrade the worker nodes. After you upgrade the first gateway node, verify that the upgrade was

successful before you upgrade the other nodes in the domain.

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

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

application services.

5. Upgrade Informatica Developer. Use the client installer to upgrade Informatica Developer.

Note: You cannot connect to the Informatica domain using the Developer tool from a previous version.

6. Perform the post-upgrade tasks.

Upgrade Tasks 3

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C H A P T E R 2

Before You Upgrade the Domain

and Server Files


Pre-Upgrade Tasks, 4

Review the Windows Requirements, 5

Review the UNIX Requirements, 7

Uninstall Data Transformation, 10

Prepare the Domain, 11

Prepare the Model Repository, 12

Prepare the Profiling Warehouse, 12

Prepare the Staging Database, 13

Shut Down the Domain, 13

Prepare to Change the Node Configuration, 13

Pre-Upgrade Tasks

Before you upgrade the domain and server files, complete the following tasks:

1. Review the operating system specific requirements.

2. Uninstal l Inf ormatica B2B Data Transformation.

3. Prepare the domain.

4. Prepare the Model repository.

5. Prepare the profiling warehouse.

6. Prepare the staging database.

7. Shut down the domain.

8. Prepare to change the node configuration.

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Review the Windows Requirements

Before you upgrade the domain, review the following Windows requirements:

1. Review the prerequisites.

2. Review the environment variables.

Review the Prerequisites

Verify 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 Data Quality and Data Servicesapplication services running on one node:

- Data Integration Serv ice- Model Repos itory Service- Anal yst S ervi ce

4 CPU 8 GB 20 GB

Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space used

by the existing infa_shared directory.

The following table lists the minimum system requirements to run Informatica Developer:

Client Processor RAM Disk Space

Informatica Developer 1 CPU 512 MB 2.5 GB

For more information about Informatica platform support, see the Product Availability Matrix at

https://communities.informatica.com/community/my-support/tools/product-availability-matrices.

Temporary Disk Space Requirements for Installation

The installer writes temporary files to the hard disk. Verify that you have enough available disk space on the

machine to support the installation. When the installation completes, the installer deletes the temporary files and

releases the disk space.

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

Product Disk Space

Installer 1 GB

Informatica Services 605 MB

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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 Variables

Configure the environment variables to work with the Informatica installation.

The following table describes environment variables to review on Windows:

Variable Description

IATEMPDIR Location of the temporary files created during installation. Informatica requires 1 GB

disk space for temporary files.Configure the environment variable if you do not want to create temporary files in the

default drive.

PATH Verify that the PATH environment variables do not contain earlier versions of

Informatica.

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

Informatica.

INFA_HOME Contains the location of the Informatica installation directory. Clear this variable

before you start the upgrade.

INFA_DOMAINS_FILE Contains the loca tion of the domains .infa f ile. Clear this var iable before you s ta rt the

upgrade.

Review the Maximum Heap Size

Verify 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, based on the number of

users and services in the domain:

Number of Domain Users Maximum Heap Size

(1-5 Services)

Maximum Heap Size

(6-10 Services)

1,000 or less 512 MB (default) 1024 MB

5,000 2048 MB 3072 MB

10,000 3072 MB 5120 MB

20,000 5120 MB 6144 MB

30,000 5120 MB 6144 MB

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Note: The maximum heap size settings in the table are based on the number of PowerCenter Repository Services

in the domain.

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

domain.

1. Extract the installation files.2. Go to the following directory:\source\tomcat\bin.

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 3072 MB, use the following configuration:

set INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX:GCTimeRatio=9 -Xmx3072m

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. Set up the X Windows server.

Review the Prerequisites

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, and

PowerCenter services running on one node

4 CPU 8 GB 20 GB

Domain with Data Quality and Data Services

application services running on one node:- Data Integration Serv ice- Model Repos itory Service

- Anal yst S ervi ce

4 CPU 8 GB 20 GB

Note: When you upgrade, the installer requires an additional 4 GB disk space plus the amount of disk space used

by the existing infa_shared directory.

For more information about Informatica platform support, see the Product Availability Matrix at

https://communities.informatica.com/community/my-support/tools/product-availability-matrices.

Temporary Disk Space Requirements for Installation

The installer writes temporary files to the hard disk. Verify that you have enough available disk space on the

machine to support the installation. When the installation completes, the installer deletes the temporary files and

releases the disk space.

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

Product Disk Space

Installer 1 GB

Informatica Services 605 MB

Review the Environment Variables

Configure the environment variables to work with the Informatica installation.

Create the environment variables with the system user account that you will use for installation. Log in with the

account that you plan to use to install Informatica, and then set the environment variables.

The following table describes environment variables to review on UNIX:

Variable Description

IATEMPDIR 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 of

Informatica.

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

Informatica.

JRE_HOME If you install the Informatica services on a machine with 32-bit or 64-bit SUSE Linux

or Linux EMT64 operating system, clear the JRE_HOME environment variable beforeyou start the installation.

Locale env ironment variables Use LANG and LC_ALL to set the UNIX code page for the ins ta ller .Set the LANG and LC_ALL environment variables to the following values for the

language 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 i s 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 loca tion of the domains .infa f ile. Clear this var iable before you s ta rt the

upgrade.

Verify the File Descriptor Settings

Verify that the operating system meets the file descriptor requirement.

Informatica service processes can use a large number of files. Set the file descriptor limit per process to 4500 or

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Review the Maximum Heap Size

Verify 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, based on the number of

users and services in the domain:

Number of Domain Users Maximum Heap Size

(1-5 Services)

Maximum Heap Size

(6-10 Services)

1,000 or less 512 MB (default) 1024 MB

5,000 2048 MB 3072 MB

10,000 3072 MB 5120 MB

20,000 5120 MB 6144 MB

30,000 5120 MB 6144 MB

Note: The maximum heap size settings in the table are based on the number of PowerCenter Repository Services

in the domain.

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

domain.

1. Extract the installation files.

2. Go to the following directory:\source\tomcat\bin.

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 3072 MB, use the following configuration:

set INFA_JAVA_OPTS=% INFA_JAVA_OPTS% -XX:GCTimeRatio=9 -Xmx3072m

Set Up the X Window Server

When you run the Informatica installer in graphical mode, you must use a graphics display server. On UNIX, the

graphics display server is typically an X Window server. If you do not have the X Window server installed on the

machine where you want to install Informatica, you can install Informatica using an X Window server installed on

another machine. Use the DISPLAY variable to redirect output of the X Window server to another UNIX machine.

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

Shell Command Example

C setenv DISPLAY :0 setenv DISPLAY 10.1.50.23:0

Bash/Ko rn e xpo rt DI SPLA Y=< TCP /IP no de of X Wi ndow server> :0 expo rt DI SPLA Y= 10 .1.50. 23:0

Bourne DISPLAY= :0

export display

DISPLAY=10.1.50.23:0

export display

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If you do not know the IP address of a UNIX machine where the X Window server is installed, ask your network

administrator. For more information about redirecting the DISPLAY variable, see the documentation from the UNIX

vendor.

If the X Window server does not support the font that the Informatica installer uses, the installer can display

incorrect labels on the buttons. For example, the button labeled Test Connection can appear as Test Connecti....

Uninstall Data Transformation

If your machine has a previous version of Data Transformation, you must uninstall it before you upgrade

Informatica services or clients:

Back up essential files on your design and production environments.

Uninstall the previous version of Data Transformation.

Backing Up Essential Files

Before you install a new version of Data Transformation, you must back up the following essential files that were

created under previous versions:

Directory Default Location

Workspace

(rev. 9.0.1.1 and earlier)

C:\Documents and Settings\\My Documents\Informatica\DataTransformation

\\workspace

(design environment only)

Repository /DataTransformation/ServiceDB

Custom GlobalComponents directory

(TGP files)

/DataTransformation/autoInclude/user

Custom GlobalComponents directory

(DLL and JAR files)

/DataTransformation/externLibs/user

Configuration file /DataTransformation/CMConfig.xml

License file /DataTransformation/CDELicense.cfg

Uninstalling Previous Version of Data Transformation

The installer cannot upgrade Data Transformation directly from version 9.0.1.1 or earlier.

If you have Data Transformation version 9.0.1.1 or earlier, you must uninstall it before you install the current

version.

If you have 32-bit Data Transformation, you must uninstall it before you migrate to 64-bit Data Transformation.

1. Close all applications that use Data Transformation services.

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3. Uninstall Data Transformation.

For more information about uninstalling version 9.1.0, see Uninstalling Data Transformation. For more

information about uninstalling previous versions, see the Data Transformation Administrator Guide for your

version.

Prepare the Domain

Before you upgrade the domain, complete the steps to back up the domain.

Back Up the Domain

Before you upgrade the domain, you must back up the domain.

Complete the following steps to back up the domain:

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

Back up the metadata configuration files to any directory accessible by the machines where you install

Informatica.

Informatica infasetup includes command line programs to back up and restore the domain. infasetup is located in

the following directory:

\server

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

BackupDomain

database_user_name

database_password

database_type

[ database_service_name]

backup_file_name

[]

domain_name

[ schema_name Microsoft SQL Server only]

Back up the metadata configuration files to any directory accessible by the machines where you install Informatica.

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 backup

directory name on all the nodes,rename nodemeta.xml before

copying it to the backup location.

Prepare the Domain 11
http://-/?-

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Metadata File Description Location

For example, you back upnodemeta.xml to the /nodebakdirectory on nodeA and nodeB.

Rename the configuration files so

that 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 installationdirectory on the client andserver machines.

- The location conf iguredthrough theINFA_DOMAINS_FILE

environment variable.

Prepare the Model Repository

You must back up the Model repository before you upgrade it.

Back Up the Repository

Before you upgrade the domain, back up the Model repository.

To back up each Model repository, select the Model Repository Service in the Administrator tool. Then, on the

Domain Actions menu, click Repository Contents > Backup.

Prepare the Profiling Warehouse

Before you upgrade the domain, prepare the profiling warehouse.

1. Back up the database.

2. Verify database user account permissions.

Back Up the Database

Before you upgrade the domain, back up the profiling warehouse.

Use the native database back up option to back up the profiling warehouse.

Verify Database User Account Permissions

The profiling warehouse user account for an IBM DB2 or Microsoft SQL Server database requires the Create

Function privilege.


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To grant the Create Function privilege for an IBM DB2 database, you can use the following syntax:

grant dbadm, createtab, bindadd, connect, implicit_schema, load on database to

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

USE ;GRANT CREATE FUNCTION TO ;

GO

Prepare the Staging Database

Before you upgrade the domain, back up the staging database.

Use the native database back up option to back up the staging database.

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> Stop

Informatica Services.

To stop Informatica on UNIX, you use the infaservice command. By default, the infaservice executable file is

installed in the following directory:

/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.

Prepare to Change the Node Configuration

Before you change the node configuration, complete the following steps on the machine where you want the new

version of Informatica to run:

1. Review the operating system specific requirements.

2. Copy the installation directory.3. Verify the keystore file name and location.

Configure the Windows Machine

Before you upgrade the domain and server files, complete the following Windows tasks:

1. Determine port availability.

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2. Create a system user account.

Note: Services may fail to start if there is a port number conflict.

Determine Port Availability

The installer sets up the ports for components in the Informatica domain, and it designates the ports to use for

application service processes that run on the node where you install Informatica.

You can specify the port numbers to use for the components and a range of port numbers to use for the

application services. Or you can use the default port numbers provided by the installer. Verify that the port

numbers are available on the machines where you install the Informatica services.

The following table describes the ports used by Informatica:

Port Type Description

Domain port Port number for the node created during installation.

Service Manager port Port number used by the Service Manager on the node. The Service Manager listens for

incoming connection requests on this port. Client applications use this port to communicatewith the services in the domain. This is the port that the Informatica command line programsuse to communicate to the domain. This is also the port for the SQL data service JDBC/ODBCdriver. Default is 6006.

Service Manager shutdown

port

Port number that controls server shutdown for the domain Service Manager. The Service

Manager listens for shutdown commands on this port. Default is 6008.

Informatica Administrator port Port number used by the Administrator tool. Default is 6007.

Informatica Administratorshutdown port

Port number that controls server shutdown for the Administrator tool. The Administrator toollistens for shutdown commands on this port. Default is 6009.

Range of ports forapplication services

Range of port numbers that can be assigned to the application service processes that run onthe node. When you create an application service in the domain, the Service Manager assigns

the first available port in this range to the service process. At a minimum, the number of portsin the range must be at least twice the number of application service processes that will run onthe node. Default is 6013 to 6113.

Note: Services and nodes can fail to start if there is a port conflict. You can update the range of ports for

application services after you upgrade.

Create a System User Account

Create a system user account to perform the installation and to run the Informatica service. Verify that the user

account that you use to install the Informatica services has write permission on the installation directory.

You can install Informatica with the user account logged in to the machine and run it under another user account.

You can create a local account or a domain account to install Informatica or run the Informatica Windows service.

Note: To access a repository on Microsoft SQL Server that uses a Windows trusted connection, create a domain

account.

The user accounts require the following permissions to run the installer or to run the Informatica Windows service:

Logged in user account. The user account must be a member of the Administrators group and have the Log

on as a service permission. Log in with this user account before you install Informatica.


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Another user account. The user account must be a member of the Administrators group and have Log on as

a service and Act as operating system permissions. You do not have to log in with this user account before you

install Informatica. During installation, you can specify the user account to run the Informatica Windows service.

Configure the UNIX Machine

Before you upgrade the domain and server files, complete the following UNIX tasks:

1. Determine port availability.

2. Create a system user account.

Note: Services may fail to start if there is a port number conflict.

Determine Port Availability

The installer sets up the ports for components in the Informatica domain, and it designates the ports to use for

application service processes that run on the node where you install Informatica.

You can specify the port numbers to use for the components and a range of port numbers to use for the

application services. Or you can use the default port numbers provided by the installer. Verify that the portnumbers are available on the machines where you install the Informatica services.

The following table describes the ports used by Informatica:

Port Type Description

Domain port Port number for the node created during installation.

Service Manager port Port number used by the Service Manager on the node. The Service Manager listens forincoming connection requests on this port. Client applications use this port to communicate

with the services in the domain. This is the port that the Informatica command line programsuse to communicate to the domain. This is also the port for the SQL data service JDBC/ODBCdriver. Default is 6006.

Service Manager shutdown

port

Port number that controls server shutdown for the domain Service Manager. The Service

Manager listens for shutdown commands on this port. Default is 6008.

Informatica Administrator port Port number used by the Administrator tool. Default is 6007.

Informatica Administratorshutdown port

Port number that controls server shutdown for the Administrator tool. The Administrator toollistens for shutdown commands on this port. Default is 6009.

Range of ports forapplication services

Range of port numbers that can be assigned to the application service processes that run onthe node. When you create an application service in the domain, the Service Manager assigns

the first available port in this range to the service process. At a minimum, the number of portsin the range must be at least twice the number of application service processes that will run onthe node. Default is 6013 to 6113.

Note: Services and nodes can fail to start if there is a port conflict. You can update the range of ports for

application services after you upgrade.

Create a System User Account

Create a user account specifically to run the Informatica daemon.

Verify that the user account you use to install Informatica has write permission on the installation directory.

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Copy the Installation Directory

Copy the directory of the previous version of Informatica to the machine where you want the new version of

Informatica to run. For example, if the previous version of Informatica is installed in C:\Informatica\861, copy the C:

\Informatica\861 directory and subdirectories to the new machine.

When you run the upgrade installer, specify the Informatica installation directory on the new machine as the onethat you want to upgrade.

Verify Keystore File Name and Location

If the node uses HTTPS, verify that the keystore file is in the default location and that it uses the default file name.

If the keystore file uses a different file name or directory, the Administrator tool fails to start after you upgrade the

domain.

The default location for the keystore file is /tomcat/conf. The default file name for the

keystore file is Default.keystore.

After you upgrade, you can use infasetup UpdateGatewayNode or UpdateWorkerNode to update the keystore file

name and location.


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C H A P T E R 3

Domain and Server Files Upgrade


Domain and Server Files Upgrade Overview, 17

Upgrading in Graphical Mode, 18

Upgrading in Console Mode, 20

Upgrading in Silent Mode, 21

Upgrading with Changes to the Node Configuration, 24

Troubleshooting the Domain Upgrade, 32

Domain and Server Files Upgrade Overview

Use the server installer to upgrade the server files and domain of a previous version of Data Explorer. The server

installer provides a domain upgrade wizard to guide you through the upgrade process.

The upgrade wizard installs Informatica 9.1.0 HotFix 2 in the installation directory you specify. It does not modify

the files in the directory of the previous version.

The upgrade wizard reads the domain information from files in the previous version and uses the same settings to

configure the domain and server files for Informatica 9.1.0 HotFix 2. It upgrades the tables of the domain

configuration repository in the same database as the previous version.

Complete the pre-upgrade tasks before you start the upgrade. Run the installer on all machines that host previous

versions of Informatica that you want to upgrade. On Windows, you can upgrade in graphical or silent mode. On

UNIX, you can upgrade in graphical, console, or silent mode.

If you want to upgrade Data Transformation Engine and Data Transformation Studio on the same machine,

upgrade the client before you upgrade the domain and server files. The client and server upgrades must be 32-bit.

You can upgrade Informatica from a DVD or from the root of the directory where you download the installer files.

On Windows, the length of the entire installer directory path, including the zip file name, must be 60 characters or

less. On UNIX, use native tar or GNU tar to extract the installer files. The user that runs the installer must have

read and write permissions on the installer files directory and execute permissions on install.sh.

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Upgrading in Graphical Mode

Use this procedure to upgrade the domain and server files on the same machine. You can upgrade the domain

and server files in graphical mode on Windows or UNIX. If you install Informatica on the SUSE Linux Enterprise 11

platform, perform the installation in console mode or silent mode.

To upgrade the domain and server files to another machine and modify the node configuration, see Upgrading

with Changes to the Node Configuration on page 24.

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

file:

/server/install.exe

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

2. Close all other applications.

3. Begin the upgrade from Windows or UNIX:

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

To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and then

select the option for graphical mode installation.

4. Select Install or upgrade Informatica and click Start.

If you are upgrading from Informatica 9.1.0, select Apply HotFix 2 to Informatica 9.1.0 . See the

Informatica 9.1.0 HotFix 2 Release Notes for information about applying the hotfix.

5. On the Installation Type page, select Upgrade to Informatica 9.1.0 with HotFix 2 and click Next.

The Upgrade Pre-Requisites page displays the upgrade system requirements.

6. Verify the requirements before you continue the upgrade.

7. Click Next.

8. On the Upgrade Directory page, enter the following directories:

Directory Description

Directory of the Informatica

product to upgrade

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

Directory for Informatica 9.1.0

HotFix 2

Directory in which to install Informatica 9.1.0 HotFix 2.

Enter the absolute path for the installation directory. The directory cannot be the sameas the directory that contains the previous version of Data Explorer.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.

9. Veri fy that the Allow changes to the node host name and port numbers option is not selected.

10. Click Next.

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

11. Click OK.

12. On the Pre-Installation Summary page, review the upgrade information, and click Install to continue.

The upgrade wizard installs the Informatica server files to the Informatica 9.1.0 HotFix 2 installation directory.

13. If you are upgrading a gateway node, the upgrade wizard displays the database and user account information

for the domain configuration repository to be upgraded.

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If you are upgrading a worker node, the upgrade wizard does not display the domain configuration repository

information. 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 accoun t for the domain con figura tion reposi to ry.

User password Password for the database user account.

The upgrade wizard displays the database connection string for the domain configuration repository based on

how the connection string of the previous version was created at installation:

If the previous version used a JDBC URL at installation, the upgrade wizard displays the JDBC connection

properties, including the database address and service name.

Optionally, you can specify additional JDBC parameters to include in the JDBC URL. To provide additional

JDBC parameters, select JDBC parameters and enter a valid JDBC parameter string.

If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays

the custom connection string.

You cannot specify additional JDBC parameters.

14. If you are upgrading a gateway node, the upgrade wizard displays the database and user account information

for the domain configuration repository to be upgraded.

If you are upgrading a worker node, the upgrade wizard does not display the domain configuration repository

information. You cannot modify the database connection information.

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


Database type Database for the domain configuration repository.

Database user ID Database user accoun t for the domain con figura tion reposi to ry.

User password Password for the database user account.

The upgrade wizard displays the database connection string for the domain configuration repository based on

how the connection string of the previous version was created at installation:

If the previous version used a JDBC URL at installation, the upgrade wizard displays the JDBC connection


Optionally, you can specify additional JDBC parameters to include in the JDBC URL. To provide additional

JDBC parameters, select JDBC parameters and enter a valid JDBC parameter string.

If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays

the custom connection string.

You cannot specify additional JDBC parameters.

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

16. Click Next.

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On Windows, the upgrade wizard creates a service to start Informatica. By default, the service runs under the

same user account as the account used for installation. You can run the Windows service under a different

user account.

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

The following table describes the properties that you set:


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\UserAccount

This user account must have the Act as operating system permission.

Pa ssword P assword for th e user account with wh ich to run the I nformati ca Win dows servi ce.

18. Click Next.

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

19. Click Done.

You can view the upgrade log files to get more information about the tasks performed by the upgrade wizard and

to view the configuration of installed components.

Upgrading in Console Mode

Use this procedure to upgrade the domain and server files on the same machine. You can upgrade the Informatica

domain and server files in console mode on UNIX.



When you run the installer in console mode, the words Quit and Back are reserved words. Do not use them as

input text.

When the installer starts in console mode, it displays a message that it is preparing for silent mode installation. On

Solaris, it displays a message that it cannot find the install.bin file. You can ignore these messages.


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, enterN to exit the installer and set them as required.

If the environment variables are set, enterY to continue.

5. Enter 1 to install or upgrade Informatica.

If you are upgrading from Informatica 9.1.0, enter3 to apply Informatica 9.1.0 HotFix 2. See the Informatica

9.1.0 HotFix 2 Release Notes for information about applying the hotfix.


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6. Enter C for console mode installation.

7. Enter 2 to upgrade to Informatica 9.1.0 HotFix 2.

Review the system requirements and pre-upgrade tasks.

8. Verify the upgrade requirements before you continue.

9. Press Enter.

10. At the prompt, enter the following directories:


Directory of the Informaticaproduct to upgrade

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

Directory for Informatica 9.1.0HotFix 2

Directory in which to install Informatica 9.1.0 HotFix 2. The directory cannot be thesame as the directory that contains the previous version of Data Explorer.

11. Enter 1 to use the same node configuration as the previous version.

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

12. Press Enter.

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

The installer copies the server files to the Informatica 9.1.0 Hotfix 2 installation directory.

The installer displays the database and user account information for the domain configuration repository to

upgrade. It displays the database connection string for the domain configuration repository based on how the

connection string of the previous version was created at installation:

If the previous version used a JDBC URL at installation, the installer displays the JDBC connection


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

custom connection string.

14. Press Enter.

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

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

The Post-Installation Summary window indicates whether the upgrade completed successfully. It also shows the

status of the installed components and their configuration.

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

to view the configuration properties for the installed components.

Upgrading in Silent ModeUse this procedure to upgrade the domain and server files on the same machine.



To upgrade the Informatica services without user interaction, upgrade in silent mode. Use a properties file to

specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent

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mode upgrade to upgrade the Informatica services on multiple machines on the network or to standardize the

upgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica instance you plan

to upgrade.

To upgrade in silent mode, complete the following tasks:

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

2. Run the installer with the upgrade properties file.

Creating the Properties File

Informatica provides a sample properties file that includes the upgrade parameters that are required by the

installer. You can customize the sample properties file to specify the options for your upgrade.

The sample upgrade properties file is named SilentInput_upgrade.properties and is located in the root directory of

the installation DVD or the installer download location. After you customize the file, save it with the file name

SilentInput.properties.

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

2. 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.

USER_INSTALL_DIR Direc tory in which to instal l the new vers ion of Data Explorer . The directory cannot be

the same as the directory that contains the previous version of Data Explorer.

UPG_BACKUP_DIR Direc tory that contains the previous version of Data Explorer that you want to upgrade.

DB2_TABLESPACE For IBM DB2 only . Name of the tablespace in which to c reate the tables . I f 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 a

single-node tablespace to optimize performance.Set this parameter only if you are upgrading from PowerCenter 8.x.

ADVANCE_JDBC_PARAM Optional pa rameters to include in the JDBC URL connec tion string . Ver ify that theparameter string is valid. The installer does not validate the parameter string before it

adds the string to the JDBC URL. If this parameter is empty, the installer creates theJDBC URL without additional parameters.You can set this parameter if DB_CUSTOM_STRING_SELECTION=0.

Set this parameter only if you are upgrading from PowerCenter 8.x.

ADVANCE_PORT_CONFIG Indica tes whether to display the l ist o f port numbers for the domain and node

components. 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.

Set this parameter only if you are upgrading from PowerCenter 8.x.


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Property Name Description

TOMCAT_PORT Por t number used by the Service Manager on the node. The Service Manager l istensfor incoming connection requests on this port. Client applications use this port tocommunicate with the services in the domain. This is the port that the Informatica

command line programs use to communicate to the domain. This is also the port for

the SQL data service JDBC/ODBC driver.You can set this parameter if ADVANCE_PORT_CONFIG=1.Set this parameter only if you are upgrading from PowerCenter 8.x.

SERVER_PORT Por t number tha t cont ro ls se rver shutdown for the domain Service Manager. TheService Manager listens for shutdown commands on this port. You can set thisparameter if ADVANCE_PORT_CONFIG=1.

AC_PORT Port number used by the Admin istrator too l.You can set this parameter if ADVANCE_PORT_CONFIG=1.

AC_SHUTDWN_PORT Port number that control s server shutd own fo r the Admin istrator too l. The Admin istratortool listens for shutdown commands on this port.

You can set this parameter if ADVANCE_PORT_CONFIG=1.

FORCE_UPGRADE For upgrades from vers ion 8.x . You can set th is option when you run the ins ta ller againafter a failed upgrade.The installer starts the domain upgrade process from the beginning and overrides all

previous upgrades to the domain. It also overrides any upgrade contention if otheradministrators are upgrading nodes in the domain at the same time.Set this parameter only if you are upgrading from PowerCenter 8.x.

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

used for upgrade.

Set the following parameters:


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

is 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.

WI N_ USER_ID User accoun t with which to ru n the Informati ca Wi ndows 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 fi le, open a command window to start the si lent upgrade.

1. Open a command window.

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.

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The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete

when the Informatica__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 not

accessible. If the upgrade fails, view the silent upgrade log file and correct the errors. Then run the silent installer

again. The silent upgrade log file name is silentErrorLog.log. The installer creates it in the root directory on

Windows and in the user home directory on UNIX.

Upgrading with Changes to the Node Configuration

The installer provides the option to allow changes to the node host name and port numbers. Select this option to

upgrade the server files and change the configuration the node.

Complete the pre-upgrade tasks before you run the installer. On Windows, you can run the installer in graphical or

silent mode. On UNIX, you can run the installer in graphical, console, or silent mode.

Upgrading in Graphical ModeUse this procedure to upgrade the domain and server files to another machine and modify the node configuration.

To upgrade the domain and server files on the same machine, see Upgrading in Graphical Mode on page 18.

You can upgrade the Informatica domain and server files in graphical mode on Windows or UNIX. If you upgrade

Informatica on the SUSE Linux Enterprise 11 platform, perform the upgrade in console mode or silent mode.

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

file:

/server/install.exe


2. Close all other applications.

3. Begin the upgrade from Windows or UNIX: To begin the upgrade on Windows, run install.bat from the root directory.

To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and then

select the option for graphical mode installation.

4. Select Install or upgrade Informatica and click Start.

If you are upgrading from Informatica 9.1.0, select Apply HotFix 2 to Informatica 9.1.0 . See the

Informatica 9.1.0 HotFix 2 Release Notes for information about applying the hotfix.

5. On the Installation Type page, select Upgrade to Informatica 9.1.0 with HotFix 2 and click Next.

The Upgrade Pre-Requisites page displays the upgrade system requirements.

6. Verify the requirements before you continue the upgrade.

7. Click Next.


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8. On the Upgrade Directory page, enter the following directories:


Directory of the Informatica

product to upgrade

Directory that contains the previous version

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