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  • Informatica PowerCenter (Version 9.5.0)

    Upgrade Guide for Version 9.1.0

  • Informatica PowerCenter Upgrade Guide for Version 9.1.0Version 9.5.0June 2012Copyright (c) 1998-2012 Informatica Corporation. 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 anymeans (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents andother Patents Pending.Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS227.7202-1(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 Informatica On Demand,Informatica Identity Resolution, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing, Ultra Messaging and Informatica Master DataManagement 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. 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Copyright Information Builders, Inc. All rights reserved. Copyright OSS Nokalva,Inc. All rights reserved. Copyright Edifecs, Inc. All rights reserved. Copyright Cleo Communications, Inc. All rights reserved. Copyright International Organization forStandardization 1986. All rights reserved. Copyright ej-technologies GmbH . All rights reserved. Copyright Jaspersoft Corporation. All rights reserved. Copyright isInternational Business Machines Corporation. All rights reserved. Copyright yWorks GmbH. All rights reserved. Copyright Lucent Technologies 1997. All rights reserved.Copyright (c) 1986 by University of Toronto. All rights reserved. Copyright 1998-2003 Daniel Veillard. All rights reserved. Copyright 2001-2004 Unicode, Inc. Copyright1994-1999 IBM Corp. All rights reserved. Copyright MicroQuill Software Publishing, Inc. All rights reserved. Copyright PassMark Software Pty Ltd. All rights reserved. Copyright LogiXML, Inc. All rights reserved. Copyright 2003-2010 Lorenzi Davide, All rights reserved. Copyright Red Hat, Inc. All rights reserved. Copyright The Board of Trustees ofthe Leland Stanford Junior University. All rights reserved. Copyright EMC Corporation. 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, Version2.0 (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, softwaredistributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for thespecific 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 not limited tothe 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, andVanderbilt 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 of thissoftware 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 this softwareare 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 without fee is herebygranted, 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 available athttp://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 terms availableat 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 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 & Wireless Deutschland.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 subject toterms 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 terms available athttp:// 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, http://fusesource.com/downloads/license-agreements/fuse-message-broker-v-5-3- license-agreement; http://antlr.org/license.html ; http://aopalliance.sourceforge.net/ ; http://www.bouncycastle.org/licence.html; http://www.jgraph.com/jgraphdownload.html; http://www.jcraft.com/jsch/LICENSE.txt . http://jotm.objectweb.org/bsd_license.html; . http://www.w3.org/Consortium/Legal/2002/copyright-software-20021231; http://developer.apple.com/library/mac/#samplecode/HelpHook/Listings/HelpHook_java.html;http://nanoxml.sourceforge.net/orig/copyright.html; http://www.json.org/license.html;http://forge.ow2.org/projects/javaservice/, http://www.postgresql.org/about/licence.html, http://www.sqlite.org/copyright.html, http://www.tcl.tk/software/tcltk/license.html, http://

  • www.jaxen.org/faq.html, http://www.jdom.org/docs/faq.html, http://www.iodbc.org/dataspace/iodbc/wiki/iODBC/License; http://www.keplerproject.org/md5/license.html; http://www.toedter.com/en/jcalendar/license.html; http://www.edankert.com/bounce/index.html; http://www.net-snmp.org/about/license.html; http://www.openmdx.org/#FAQ; http://www.php.net/license/3_01.txt; http://srp.stanford.edu/license.txt; and http://www.schneier.com/blowfish.html; http://www.jmock.org/license.html; and http://xsom.java.net.This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php), the Common Development and Distribution License(http://www.opensource.org/licenses/cddl1.php) the Common Public License (http://www.opensource.org/licenses/cpl1.0.php), the Sun Binary Code License AgreementSupplemental License Terms, the BSD License (http:// www.opensource.org/licenses/bsd-license.php) the MIT License (http://www.opensource.org/licenses/mit-license.php) andthe 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 software aresubject to terms available at http://xstream.codehaus.org/license.html. This product includes software developed by the Indiana University Extreme! Lab. For further informationplease 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; 7,243,110; 7,254,590; 7,281,001; 7,421,458; 7,496,588; 7,523,121; 7,584,422; 7,676,516; 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. Theinformation provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject tochange at any time without notice.NOTICESThis Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation("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 THEPOSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OFCONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

    Part Number: PC-UPG-95000-0001

  • Table of Contents

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

    Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivInformatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivInformatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivInformatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivInformatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vInformatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vInformatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

    Chapter 1: Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Informatica Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Upgrade Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Changing the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Chapter 2: Before You Upgrade the Domain and Server Files. . . . . . . . . . . . . . . . . . . . . . . . 5Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Review the Windows Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

    Review the Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Review the Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Review the Maximum Heap Size. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Review the UNIX Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Install Java Development Kit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Review the Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Review the Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Verify the File Descriptor Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Review the Maximum Heap Size. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Set Up the X Window Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Uninstall Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Backing Up Essential Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Uninstalling Previous Versions of Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Prepare the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Back Up the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Verify Database User Account Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Prepare the PowerCenter Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Export the Jaspersoft Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Prepare Metadata Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Table of Contents i

  • Update and Back Up the Metadata Manager Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . 16Back Up the Metadata Manager Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Prepare Data Analyzer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Assign Roles to Users and Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Back Up the Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Shut Down the Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Prepare to Change the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Configure the Windows Machine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Configure the UNIX Machine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Copy the Installation Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Verify Keystore File Name and Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Chapter 3: Domain and Server Files Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Domain and Server Files Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Upgrading with Changes to the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Upgrading in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Troubleshooting the Domain Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Chapter 4: Before You Upgrade the Application Services. . . . . . . . . . . . . . . . . . . . . . . . . . 44Pre-Upgrade Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Configure POSIX Asynchronous I/O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Configure Informatica Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Configure Locale Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Clear Browser Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Change the Node Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

    Install the Database Client Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Configure Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Verify that a Graphics Display Server is Available. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Update Port Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Verify the Node Backup Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Update Keystore File Name and Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Configure PowerExchange Adapters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Chapter 5: Application Service Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Application Service Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Service Upgrade for PowerCenter 9.1.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    ii Table of Contents

  • Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Upgrade Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Running the Service Upgrade Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

    Chapter 6: Informatica Client Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Informatica Client Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Informatica Client Upgrade Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Upgrading in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

    Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

    Chapter 7: After You Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Informatica Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

    Configure LDAP Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Update the Log Events Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Update ODBC Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

    PowerCenter Data Masking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Metadata Manager Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

    Copy JDBC drivers for Netezza Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Convert Metadata Manager Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Reload Metadata Manager Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Update the Metadata Manager Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Update the Metadata Manager File Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Configure Domain SMTP Configuration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

    Reporting and Dashboards Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Copy the Reporting and Dashboards Service Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . 60Upgrade to Jaspersoft 4.2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

    Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

    Table of Contents iii

  • PrefaceThe Upgrade Guide for Version 9.1.0 is written for the system administrator who is responsible for upgrading theInformatica 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 also assumesthat 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, accessto the Informatica customer support case management system (ATLAS), the Informatica How-To Library, theInformatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Product Documentation, andaccess 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 through emailat [email protected]. We will use your feedback to improve our documentation. Let us know if wecan 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 information aboutInformatica, its background, upcoming events, and sales offices. You will also find product and partner information.The services area of the site includes important information about technical support, training and education, andimplementation services.

    Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com. TheHow-To Library is a collection of resources to help you learn more about Informatica products and features. It includesarticles and interactive demonstrations that provide solutions to common problems, compare features and behaviors,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 Informatica products.You can also find answers to frequently asked questions, technical white papers, and technical tips. If you havequestions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team throughemail 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 files thathelp 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 throughemail at [email protected].

    Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support. Online Support requires auser 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

    Toll FreeFrance: 0805 804632Germany: 0800 5891281Italy: 800 915 985Netherlands: 0800 2300001Portugal: 800 208 360Spain: 900 813 166Switzerland: 0800 463 200United Kingdom: 0800 023 4632 Standard RateBelgium: +31 30 6022 797France: +33 1 4138 9226Germany: +49 1805 702 702Netherlands: +31 306 022 797United Kingdom: +44 1628 511445

    Toll FreeAustralia: 1 800 151 830New Zealand: 09 9 128 901 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 9.5.0:

    Informatica Product Version Comments

    PowerCenter 8.1.x You must first upgrade to PowerCenter 8.6.1.

    PowerCenter 8.5.x You must first upgrade to PowerCenter 8.6.1.

    PowerCenter 8.6 You must first upgrade to PowerCenter 8.6.1.

    PowerCenter 8.6.1 If the PowerCenter 8.6.1 domain includes the Metadata ManagerService, you must first upgrade to Informatica 9.1.0.If the PowerCenter 8.6.1 domain does not include the MetadataManager Service, upgrade to Informatica 9.5.0. Effective in version9.0.1, the Reference Table Manager functionality is availablethrough the 9.0.1 Analyst Service. When you upgrade, you willperform the steps to migrate the PowerCenter 8.6.1 reference tabledata to the Informatica 9.5.0 Analyst tool.

    Data Quality 8.6.2 You must first upgrade to Informatica Data Quality 9.0.1.

    Data Explorer Advanced Edition 9.0 You must first upgrade to Informatica Data Explorer AdvancedEdition 9.0.1. See the Informatica Data Quality 9.0.1 upgradedocumentation. Complete the steps to upgrade Informatica DataQuality 9.0.1 unless an exception is specified.

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

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

    1

  • Informatica Product Version Comments

    Data Transformation 9.0.1 or earlier versions You must uninstall Data Transformation and then installInformatica Data Transformation 9.5.0. See the DataTransformation 9.5.0 installation and upgrade documentation.

    PowerCenter 9.0 If the PowerCenter 9.0 domain includes the Metadata ManagerService, you must first upgrade to Informatica 9.1.0.If the PowerCenter 8.6.1 domain does not include the MetadataManager Service, 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 If the PowerCenter 9.0.1 domain includes the Metadata ManagerService, you must first upgrade to Informatica 9.1.0.

    Informatica Data Explorer 9.1.0 -

    Informatica Data Quality 9.1.0 -

    Informatica Data Services 9.1.0 -

    Informatica Data Transformation 9.1.0 -

    Informatica PowerCenter 9.1.0 If you are upgrading from PowerCenter 9.1.0 Hotfix 5 or Hotfix 6,and the domain includes the Metadata Manager Service, upgradeto Informatica 9.5.1.

    If the product version you use cannot be upgraded to Informatica 9.5.0, you must first upgrade to a supportedversion.

    Upgrade ProcessThe upgrade consists of the following phases: Upgrading the domain and server files. To upgrade the domain and server files, run the Informatica server installer

    and select the upgrade option. The domain upgrade wizard installs the server files and configures the domain. Ifthe domain has multiple nodes, you must upgrade all nodes.

    2 Chapter 1: Upgrade Overview

  • 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 9.5.0 applicationservices.The upgrade retains the user and administrator accountsin the domain.

    Starts Informatica Services. Starts Informatica Services on the node.

    Upgrading the application services. After you upgrade the domain and server files, log in to the Administrator tooland upgrade the application services. The service upgrade wizard provides a list of all application services thatmust 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 selectthe upgrade option. If the client is installed on multiple machines, upgrade the client on all machines.

    Changing the Node ConfigurationThe installer provides the option to allow changes to node host name and port number. When you select this optionyou can change the node configuration. Change the node configuration when you move the Informatica installation toa different machine.If you choose the option to update the node configuration on one gateway node, you must use this option on allgateway nodes in the domain.If you choose the option to update the node configuration, you need to perform additional upgrade steps. There areadditional steps before you upgrade the domain and server files, and before you upgrade the application services.

    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 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 beforeyou upgrade the worker nodes. After you upgrade the first gateway node, verify that the upgrade was successfulbefore you upgrade the other nodes in the domain.

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

    Upgrade Tasks 3

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

    5. Upgrade PowerCenter Client. Use the client installer to upgrade PowerCenter Client.6. Perform the post-upgrade tasks.Note: If you upgrade more than one Informatica product or if you upgrade the Informatica product on more than onemachine, complete the first upgrade using the detailed instructions in this guide. You can use the upgrade checklist inthe appendix to perform subsequent upgrades.

    4 Chapter 1: Upgrade Overview

  • C H A P T E R 2

    Before You Upgrade the Domainand Server Files

    This chapter includes the following topics: Pre-Upgrade Tasks, 5 Review the Windows Requirements, 6 Review the UNIX Requirements, 8 Uninstall Data Transformation, 12 Prepare the Domain, 13 Prepare the PowerCenter Repository, 15 Export the Jaspersoft Resources, 15 Prepare Metadata Manager, 16 Prepare Data Analyzer, 17 Shut Down the Domain, 17 Prepare to Change the Node Configuration, 18

    Pre-Upgrade TasksBefore you upgrade the domain and server files, complete the following tasks:1. Review the operating system specific requirements.2. Uninstall Data Transformation.3. Prepare the domain.4. Prepare the PowerCenter repository.5. Export the Jaspersoft resources.6. Prepare Metadata Manager.7. Prepare the Data Analyzer repository.8. Shut down the domain.9. Prepare to change the node configuration.

    5

  • Review the Windows RequirementsBefore you upgrade the domain, review the following Windows requirements:1. Review the prerequisites.2. Review the environment variables.3. Review the maximum heap size.

    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 andReporting Service

    1 CPU 2 GB 3 GB

    Metadata Manager Service running on a separatenode

    2 CPU 2 GB 3 GB

    Reporting Service 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 used bythe 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 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 InstallationThe installer writes temporary files to the hard disk. Verify that you have enough available disk space on the machineto support the installation. When the installation completes, the installer deletes the temporary files and releases thedisk space.

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

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

    Product Disk Space

    Installer 1 GB

    Informatica Services 605 MB

    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.The following table describes environment variables to review on Windows:

    Variable Description

    IATEMPDIR Location of the temporary files created during installation. Informatica requires 1GB disk space for temporary files.Configure the environment variable if you do not want to create temporary files inthe default 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 startthe upgrade.

    Review the Maximum Heap SizeVerify that Informatica Services uses the required maximum heap size for the number of users in the domain.

    Review the Windows Requirements 7

  • The following table lists the minimum requirement for the maximum heap size settings, based on the number of usersand 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 inthe domain.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 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. Install the Java Development Kit.2. Review the prerequisites.3. Review the environment variables.4. Verify the file descriptor settings.5. Review the maximum heap size.6. Set up the X Windows server.

    Install Java Development KitIf you are upgrading Informatica on AIX, HP-UX, or zLinux, verify that the Informatica version you are upgrading tosupports the version of Java Development Kit (JDK) that is installed on your machine. If you do not have a supportedversion of JDK installed, uninstall the current version, and then download and install the supported version. For AIX: http://www.ibm.com/developerworks/java/jdk/aix/service.html#java6

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

  • For HP-UX: https://h20392.www2.hp.com/portal/swdepot/displayProductInfo.do?productNumber=HPUXJDKJRE60

    For zLinux: http://www.ibm.com/developerworks/java/jdk/linux/download.html#java6The software available for download at the referenced links belongs to a third party or third parties, not InformaticaCorporation. The download links are subject to the possibility of errors, omissions or change. Informatica assumes noresponsibility for such links and/or such software, disclaims all warranties, either express or implied, including but notlimited to, implied warranties of merchantability, fitness for a particular purpose, title and non-infringement, anddisclaims all liability relating thereto.

    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 andReporting Service

    1 CPU 2 GB 3 GB

    Metadata Manager Service running on a separatenode

    2 CPU 2 GB 3 GB

    Reporting Service 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 used bythe 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 InstallationThe installer writes temporary files to the hard disk. Verify that you have enough available disk space on the machineto support the installation. When the installation completes, the installer deletes the temporary files and releases thedisk space.The following table lists the temporary disk space requirements during installation:

    Product Disk Space

    Installer 1 GB

    Informatica Services 605 MB

    Review the UNIX Requirements 9

  • Review the Environment VariablesConfigure the environment variables to work with the Informatica installation.Set the environment variables before you install Informatica. The following table describes the environment variablesto review on UNIX:

    Variable Description

    IATEMPDIR Location of the temporary files created during installation. Informatica requires 1GB disk space for temporary files.Configure the environment variable if you do not want to create temporary files inthe /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 variablebefore you 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 value:s 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_BR

    After 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 startthe upgrade.

    INFA_JDK_HOME Location of the folder containing the supported Java Development Kit (JDK). Setthe INFA_JDK_HOME environment variable if you are installing Informatica onAIX, HP-UX, or zLinux.In the configuration file for your shell, for example the .bashrc file, set theINFA_JDK_HOME environment variable to the directory that contains the JDK.Verify that the login shell can access the INFA_JDK_HOME environmentvariable.

    LD_PRELOAD On HP-UX, the environment variable selects the Data Transformation libjvmshared object of the JRE.Unset the LD_PRELOAD environment variable, if you are upgrading Informatica onHP-UX.

    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 8,000 orhigher.

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

  • Review the Maximum Heap SizeVerify 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 usersand 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 inthe domain.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 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 ServerWhen you run the installer in graphical mode on UNIX or Linux, 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 the product, you can run the installer with an X Window server installed on anothermachine. 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/Korn export DISPLAY=:0 export DISPLAY=10.1.50.23:0

    Bourne DISPLAY=:0export display

    DISPLAY=10.1.50.23:0export display

    Review the UNIX Requirements 11

  • 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 installer uses, the installer can display incorrect labels on thebuttons.

    Uninstall Data TransformationIf your machine has Data Transformation 9.0.1 or earlier versions, you must uninstall it before you install theInformatica services or clients. The Informatica installation overwrites the Data Transformation configuration file.Before you upgrade the Informatica services or clients, back up the essential Data Transformation files and uninstallthe previous version of Data Transformation.

    Backing Up Essential FilesBefore you install a new version of Data Transformation, you must back up the following essential files that werecreated under previous versions:

    Directory Default Location

    Workspace(Data Transformationclient only)

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

    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

    Library files /DataTransformation/Libraries

    Library files The following files under /DataTransformation/eclipse3_3/plugins:- com.informatica.libeditor.compare_.jar- com.informatica.libeditor.DigesterWrap_.jar- com.informatica.libeditor.gen_wiz_.jar- com.informatica.libeditor.launcher_.jar- com.informatica.libeditor.run_validations_.jar- com.informatica.libeditor_.jar- All other plugins with names that start with com.informatica.libeditor_

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

  • Directory Default Location

    SWIFT library files com.informatica.libeditor.BicLookup_.jar

    FpML or SEPA libraryfiles

    - com.informatica.libeditor.propertypages_.jar- com.informatica.libeditor_xsd_.jar

    Uninstalling Previous Versions of Data TransformationThe installer cannot upgrade Data Transformation directly from version 9.0.1 or earlier.If you have Data Transformation version 9.0.1 or earlier, you must uninstall it before you install the current version.1. Close all applications that use Data Transformation services.2. If you are uninstalling version 9.x, uninstall all libraries.3. To run the uninstaller, perform one of the following actions:

    Operating System Action

    Windows XP/2008/Vista In the Windows Control Panel, select Add or Remove Programs, and then select theoption to remove Data Transformation.

    Windows 7 In the Windows Control Panel, select Programs and Features, and then select the optionto remove Data Transformation.

    The Uninstallation window appears.

    4. Click Uninstall.The system prompts you to shut down all services.

    5. Click Continue.Data Transformation files are removed from the computer, essential customer customized files are backed up inthe /DataTransformation__Backup directory, and the system displays the followingmessage:Uninstallation completed.Note: There is no log file containing the details of the uninstall operation.

    6. Click Done.7. When the uninstallation is complete, move the /DataTransformation__Backup

    directory, and then delete the installation directory and all files remaining in it.

    Prepare the DomainBefore you upgrade the domain, complete the steps to prepare the domain.1. Back up the domain.2. Verify the domain configuration repository requirements.

    Prepare the Domain 13

  • 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 install

    Informatica.

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

    \serverTo 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]

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

  • 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 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 filesso that on nodeA the file isbacked up to /nodebak/nodemeta_A.xml, and on nodeBthe file is backed up 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 configured throughthe INFA_DOMAINS_FILEenvironment variable.

    Verify Database User Account RequirementsIf the domain configuration repository database is on Oracle, set the OPEN_CURSORS parameter to 4000 orhigher.If the domain configuration repository database is on IBM DB2, set the DynamicSections parameter to 3000 orhigher.

    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.

    Export the Jaspersoft ResourcesIf you are ugrading from Informatica 9.1.0 HotFix 3 or later versions and you have a Reporting and DashboardsService, export the Jaspersoft repository resources before you upgrade the domain.1. Navigate to the following directory: INFA_HOME\ jasperreports-server-4.0.1-bin \buildomatic

    Prepare the PowerCenter Repository 15

  • 2. Enter the following command to export the Jaspersoft repository resources:js-ant export DexportArgs=--roles --roles-users --uris / --repository-permissions --report-jobs --include-access-events - DexportFile=.zip

    Option Argument Description

    --roles role name Comma separated list of roles that you want to export. If you do not specify a value, allroles are exported.

    --roles-users

    user name Comma separated list of users that you want to export. If you do not specify a value, allroles are exported.

    --uris /folder name Name of the folder in the repository.

    --repository-permissions

    The permissions associated with the folder that you want to export.

    --report-jobs

    The scheduled jobs associated with the reports that you want to export.

    --include-access-events

    The access events that you want to export.

    3. Repeat the process for all the report folders that you want to export.

    Prepare Metadata ManagerBefore you upgrade the domain, prepare Metadata Manager. Disable the Metadata Manager Service before youprepare Metadata Manager.1. Back up the Metadata Manager warehouse.

    Update and Back Up the Metadata Manager Properties FileBefore you upgrade the domain, update and back up the Metadata Manager properties file.The 9.1.0 version of the imm.properties file is in the following directory:\tomcat\shared\class

    Remove the following properties from the imm.properties file: mail.host mail.portBack up the imm.properties file.

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

  • Back Up the Metadata Manager 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 Metadata Managerwarehouse.Metadata Manager backupCmdLine includes command line programs to backup and restore the Metadata Managerwarehouse. The backupCmdLine is in the following directory:

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

    backupCmdLine.(bat | sh) backup ""

    Prepare Data AnalyzerBefore you upgrade the domain, prepare the Data Analyzer repository.1. Assign roles to users and groups.2. Back up the Data Analyzer repository.

    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 to assignReporting Service privileges, users and groups lose privilege assignments after you upgrade.

    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 Domain Actionsmenu, click Repository Contents > Backup.

    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

    Prepare Data Analyzer 17

  • 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 ConfigurationBefore you change the node configuration, complete the following steps on the machine where you want the newversion 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 MachineBefore you upgrade the domain and server files, complete the following Windows 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 AvailabilityThe installer sets up the ports for components in the Informatica domain, and it designates the ports to use forapplication 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 applicationservices. Or you can use the default port numbers provided by the installer. Verify that the port numbers are availableon 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 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/ODBC driver. Default is 6006.

    Service Manager shutdownport

    Port number that controls server shutdown for the domain Service Manager. The ServiceManager listens for shutdown commands on this port. Default is 6007.

    Informatica Administratorport

    Port number used by the Administrator tool. Default is 6008.

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

  • Port Type Description

    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 Managerassigns the first available port in this range to the service process. At a minimum, the numberof ports in the range must be at least twice the number of application service processes thatwill run on the 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 applicationservices after you upgrade.

    Create a System User AccountCreate a system user account to perform the installation and to run the Informatica service. Verify that the useraccount 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. Youcan 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 domainaccount.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. 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 installInformatica. During installation, you can specify the user account to run the Informatica Windows service.

    Configure the UNIX MachineBefore 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 AvailabilityThe installer sets up the ports for components in the Informatica domain, and it designates the ports to use forapplication 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 applicationservices. Or you can use the default port numbers provided by the installer. Verify that the port numbers are availableon the machines where you install the Informatica services.

    Prepare to Change the Node Configuration 19

  • 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 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/ODBC driver. Default is 6006.

    Service Manager shutdownport

    Port number that controls server shutdown for the domain Service Manager. The ServiceManager listens for shutdown commands on this port. Default is 6007.

    Informatica Administratorport

    Port number used by the Administrator tool. Default is 6008.

    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 Managerassigns the first available port in this range to the service process. At a minimum, the numberof ports in the range must be at least twice the number of application service processes thatwill run on the 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 applicationservices after you upgrade.

    Create a System User AccountCreate 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.

    Copy the Installation DirectoryCopy the directory of the previous version of Informatica to the machine where you want the new version ofInformatica to run. For example, if the previous version of Informatica is installed in C:\Informatica\9.0.1, copy theC:\Informatica\9.0.1 directory and subdirectories to the new machine.When you run the upgrade installer, specify the Informatica installation directory on the new machine as the one thatyou want to upgrade.

    Verify Keystore File Name and LocationIf the node uses HTTPS, verify that the keystore file is in the default location and that it uses the default file name. If thekeystore file uses a different file name or directory, the Administrator tool fails to start after you upgrade thedomain.The default location for the keystore file is /tomcat/conf. The default file name for thekeystore file is Default.keystore.After you upgrade, you can use infasetup UpdateGatewayNode or UpdateWorkerNode to update the keystore filename and location.

    20 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, 21 Upgrading in Graphical Mode, 21 Upgrading in Console Mode, 25 Upgrading in Silent Mode, 28 Upgrading with Changes to the Node Configuration, 31 Troubleshooting the Domain Upgrade, 43

    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 9.5.0 in the installation directory you specify. It does not modify the files in thedirectory 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 9.5.0. It upgrades the tables of the domain configurationrepository 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. On UNIX,you can upgrade in graphical, console, or silent mode.You can upgrade Informatica from a DVD or from the root of the directory where you download the installer files. OnWindows, the length of the entire installer directory path, including the zip file name, must be 60 characters or less. OnUNIX, use native tar or GNU tar to extract the installer files. The user that runs the installer must have read and writepermissions on the installer files directory and execute permissions on install.sh.

    Upgrading in Graphical ModeUse this procedure to upgrade the domain and server files on the same machine. You can upgrade the domain andserver files in graphical mode on Windows or UNIX. If you install Informatica on the SUSE Linux Enterprise 11platform, perform the installation in console mode or silent mode.

    21

  • To upgrade the domain and server files to another machine and modify the node configuration, see Upgrading withChanges to the Node Configuration on page 31.On Windows, if you encounter problems when you run the install.bat file from the root directory, run the followingfile:

    /server/install.exe1. 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.5. Select Run the Pre-Installation (i9Pi) System Check Tool to verify whether the machine meets the system

    requirements for the upgrade.6. Click Start.7. If you selected Run the Pre-Installation (i9Pi) System Check Tool, complete the following steps:

    a. From the Informatica Pre-Installation (i9Pi) System Check Tool Welcome page, click Next.The System Information page appears.

    b. Enter the absolute path for the installation directory. The default directory is C:\.The directory names in the path must not contain spaces or the following special characters: @ | * $ # ! % ( ){ } [ ] , ; 'On Windows, the installation directory path must be on the machine where you are installing Informatica.

    c. Enter the starting port number for the node that is being upgraded on the machine. The default port numberfor the node is 6005.

    d. Click Next.The Database and JDBC Connection Information page appears.

    e. Enter the domain configuration repository database information:

    Prompt Description

    Database type Type of database for the domain configuration repository. Select from the followingoptions:1 - Oracle2 - Microsoft SQL Server3 - IBM DB24 - Sybase ASE

    Database user ID Name for the domain configuration database user account.

    Database userpassword

    Password for the domain configuration database user account.

    The domain configuration repository must be accessible to all gateway nodes in the domain.

    22 Chapter 3: Domain and Server Files Upgrade

  • f. Select the JDBC connection option. If you select JDBC connection properties, enter the connection information:

    Property Description

    Database host name Host name for the database.

    Database port number Port number for the database.

    Database service name Service name for Oracle and IBM DB2 databases or database name forMicrosoft SQL Server and Sybase ASE.

    If you select Custom JDBC connection string, type the connection string.

    g. Click Test Connection to verify that you can connect to the database, and then click Next to start the systemcheck.The tool checks the settings of the hard drive, the availability of the ports, and the configuration of thedatabase. After the system check is complete, the System Check Summary page appears, displaying theresults of the system check.

    h. Analyze the results of the system check.Each requirement is listed, along with one of the following check statuses: [Pass] - The requirement meets the criteria for the Informatica upgrade. [Fail] - The requirement does not meet the criteria for the Informatica upgrade. Resolve the issue before

    proceeding with the upgrade. [Information] - Verify the information and perform any additional tasks as outlined in the details.On Windows, the results of the system check are saved to the following file: \Server\I9PI\I9PI\en\i9Pi_summary.html. On UNIX, the results of the system check are saved to the following file: /Server/I9PI/I9PI/en/i9Pi_summary.txt .If the Informatica Pre-Installation (i9Pi) System Check Tool check finishes with failed requirements, you canstill perform the Informatica upgrade. However, it is highly recommended that you resolve the failedrequirements before proceeding.

    i. Click Done to close the Pre-Installation (i9Pi) System Check Tool and continue with the upgrade.8. If the Pre-Installation (i9Pi) System Check Tool finished with failed requirements, click Cancel to quit the

    upgrade. Resolve the failed requirements, and run the upgrade again.If the Pre-Installation (i9Pi) System Check Tool finished and all of the requirements meet the criteria for theInformatica upgrade, select Upgrade to Informatica 9.5.0 to proceed with the upgrade.

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

    10. Verify the requirements before you continue the upgrade.11. Click Next.

    Upgrading in Graphical Mode 23

  • 12. On the Upgrade Directory page, enter the following directories:

    Directory Description

    Directory of the Informaticaproduct to upgrade

    Directory that contains the previous version of PowerCenter that you want toupgrade.

    Directory for Informatica9.5.0

    Directory in which to install Informatica 9.5.0.Enter the absolute path for the installation directory. The directory cannot be the sameas the directory that contains the previous version of PowerCenter.The directorynames in the path must not contain spaces or the following special characters: @|* $# ! % ( ) { } [ ] , ; 'On Windows, the installation directory must be on the current machine.

    13. Verify that the Allow changes to the node host name and port numbers option is not selected.14. Click Next.

    The upgrade wizard displays a warning to shut down the Informatica domain before you continue the upgrade.15. Click OK.16. 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 9.5.0 installation directory.17. 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 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.

    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 connection

    properties, including the database address and service name. If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays the

    custom connection string.18. 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 repositoryinformation. You cannot modify the database connection information.

    24 Chapter 3: Domain and Server Files Upgrade

  • 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.

    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 connection

    properties, including the database address and service name. If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays the

    custom connection string.19. Click Test Connection to verify that you can connect to the database, and then click OK to continue.20. 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 different useraccount.

    21. 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.

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

    23. Click Done.You can view the upgrade log files to get more information about the tasks performed by the upgrade wizard and toview the configuration of installed components.

    Upgrading in Console ModeUse this procedure to upgrade the domain and server files on the same machine. You can upgrade the Informaticadomain and server files in console mode on UNIX.

    Upgrading in Console Mode 25

  • To upgrade the domain and server files to another machine and modify the node configuration, see Upgrading withChanges to the Node Configuration on page 31.When you run the installer in console mode, the words Quit and Back are reserved words. Do not use them as inputtext.1. Log in to the machine with the same user account that you used to install the previous version.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 Informatica.6. Enter y to run the Pre-Installation (i9Pi) System Check Tool to verify whether the machine meets the system

    requirements for the installation or upgrade.7. Enter C for console mode installation.8. Complete the following steps to perform the pre-installation system check:

    a. From the Informatica Pre-Installation (i9Pi) System Check Tool Welcome section, press Enter.The System Information section appears.

    b. Enter the absolute path for the installation directory.The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { }[ ] , ; '

    c. Press Enter.d. Enter the starting port number for the node that is being created or upgrade on the machine.e. Press Enter.

    The Database and Connection Information section appears.f. To enter the JDBC connection information using a custom JDBC connection string, press 1. To enter the

    JDBC connection information using the JDBC URL information, press 2.g. Enter the domain configuration repository database information:

    Prompt Description

    Database type Type of database for the domain configuration repository. Select from the followingoptions:1 - Oracle2 - Microsoft SQL Server3 - IBM DB24 - Sybase ASE

    Database user ID Name for the domain configuration database user account.

    Database userpassword

    Password for the domain configuration database user account.

    26 Chapter 3: Domain and Server Files Upgrade

  • h. Select the JDBC connection option: If you are entering the connection information using a custom JDBC connection string, type the

    connection string. If you are entering the connection information using the JDBC URL information, specify the JDBC URL

    properties:

    Property Description

    Database host name Host name for the database.

    Database port number Port number for the database.

    Database service name Service name for Oracle and IBM DB2 databases or database name forMicrosoft SQL Server and Sybase ASE.

    The tool checks the settings of the hard drive, the availability of the ports, and the configuration of thedatabase. After the system check is complete, the System Check Summary section appears, displaying theresults of the system check.

    i. Analyze the results of the system check.Each requirement is listed in the table, along with one of the following check statuses: [Pass] - The requirement meets the criteria for the Informatica upgrade. [Fail] - The requirement does not meet the criteria for the Informatica upgrade. Resolve the issue before

    proceeding with the upgrade. [Information] - Verify the information and perform any additional tasks as outlined in the details.The results of the system check are saved to the following file: /Server/I9PI/I9PI//i9Pi_summary.txt.If the Informatica Pre-Installation (i9Pi) System Check Tool check finishes with failed requirements, you canstill perform the Informatica upgrade. However, it is highly recommended that you resolve the failedrequirements before proceeding.

    j. Press Enter to close the Pre-Installation (i9Pi) System Check Tool and continue with the installation.

    9. If the Pre-Installation (i9Pi) System Check Tool finished with failed requirements, click Cancel to quit theupgrade. Resolve the failed requirements, and run the upgrade again.If the Pre-Installation (i9Pi) System Check Tool finished and all of the requirements meet the criteria for theInformatica upgrade, enter 2 to proceed with the upgrade.

    10. Verify the requirements before you continue the upgrade.11. Press Enter.12. 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 toupgrade.

    Directory for Informatica9.5.0

    Directory in which to install Informatica 9.5.0. The directory cannot be the same as thedirectory that contains the previous version of PowerCenter.

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

    Upgrading in Console Mode 27

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

    14. Press Enter.15. Review the upgrade information and press Enter to continue.

    The installer copies the server files to the Informatica 9.5.0 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 connection properties,

    including the database address and service name. If the previous version used a custom JDBC connection string at installation, the installer displays the custom

    connection string.16. Press Enter.17. 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 and toview 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 domain and server files to another machine and modify the node configuration, see Upgrading withChanges to the Node Configuration on page 31.To upgrade the Informatica services without user interaction, upgrade in silent mode. Use a properties file to specifythe upgrade options. The installer reads the file to determine the upgrade options. You can use silent mode upgrade toupgrade the Informatica services on multiple machines on the network or to standardize the upgrade process acrossmachines.Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica instance 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 the installer.You can customize the sample properties file to specify the options for your upgrade.

    28 Chapter 3: Domain and Server Files Upgrade

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

    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 toupgrade.

    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 amulti-partition database, the tablespace page size must be 32 K. Define thedatabase in a single-node tablespace to optimize performance.

    ADVANCE_JDBC_PARAM Optional parameters to include in the JDBC URL connection string. Verify that