IUG ATL PC 9.5

Atlanta User Group

PowerCenter 9.x Upgrade Strategy

Atlanta User Group

Introductions

Rick LeeDirector Business Services and Project DeliveryRichard. [email protected]

Rizwan MohammedInformatica Applications [email protected]

Srini SunkaraInformatica Applications [email protected]

Atlanta User Group

About Softpath ….

Based in Atlanta, Softpath is a leading consulting services and IT staffing company. We are a 500 member team and growing . Informatica partner and value added reseller working coast to coast.

Enterprise Information Management Services• Master Data Management• Data Governance• Data Quality• Data Integration (PowerCenter)

One of the Largest US Practices70+ Certified MDM Developers

50+ MDM Projects100+ PowerCenter Upgrades

Partial Client List

Atlanta User Group

Upgrading PowerCenter is a Journey!

Numerous paths available

Not sure what to expect

No time available for unexpected road blocks

Risk averse approach needed

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Today’s Mission – Arm you with Knowledge

Benefits

Planning / Approach

Prep Work

Install Work

Testing

Production

Atlanta User Group

Benefits

Why Upgrade?

Atlanta User Group

Administration Unified Informatica Administrator

PowerCenter, powerexchange, data quality and dataservices

Development Cache Update in lookup Transformation

Passive configuration of SQL transformation

Active configuration of the lookup Transformation

Auto-commit XML Parser to route error messages Proactive monitoring Enhanced Deployment methods

Benefits

Why Upgrade?

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Planning

Legacy systems

XML

Informatica PowerCenter 1 Domain 6 Environments8 Integration Services6 Repository Services24X7 Environment’s active.400+ ETL jobsShell scripts..etc50+ Users

Extract

ODS Oracle

External Load files

JMS Queue

Flat Files

Transform Load

EDW

StagingOracle

Reporting

Environment Overview – One Upgrade Customer

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Approach

Informatica Product

From Version

IntermediateVersion

To version

PowerCenter 8.1.x 8.6.1 9.5

PowerCenter 8.5.x 8.6.1 9.5

PowerCenter 8.6 8.6.1 9.5

PowerCenter 9.0.0 9.1.0 9.5

Data Quality 8.6.2 9.0.1 9.5

Data Quality 9.0 9.0.1 9.5

Data Services 9.0 9.0.1 9.5

Migration Paths Available

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1. Navigate to 8.6.1 admin console2. Copy the 8.6.1 repository content to pc_95_repu1@orcl_mdb23. DO NOT upgrade, Fresh install the v95 on the new unix box.4. Login to “unix_solaris101” and execute the installer for Powercenter 9.5.5. Create new domain with new ports.6. Migrate the user & group using the Export / import utility7. Login to New v9.5 admin console & create repository using the details from step2.8. Also create the soft links used for mapping the informatica file system.9. Stop all the workflows from 861 environment and schedule them from the new environment.

ZERO DOWN TIME

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1. Create 2 Schemas in the new compatible database for 1 domain and 1 repository. 2. Navigate to 8.6.1 admin console, Copy the 8.6.1 repository content to pc_95_repu1@orcl_mdb23. DO NOT UPGRADE, Fresh install the v95 on the existing Unix server but with a different Account.4. Login to “unix_solaris101” and execute the installer for Powercenter 9.5.5. Create new domain with new ports.6. Migrate the user & group using the Export / import utility7. Login to New v9.5 admin console & create repository using the details from step2. User Upgrade content of repository

option.8. Also create the soft links used for mapping the informatica file system.9. Stop all the workflows from 861 environment and schedule them from the new environment.

PARALLEL UPGRADE

Atlanta User Group

1. Create 2 Schemas in the new compatible database for 1 domain and 1 repository. 2. Clone the content of the schemas from mdb1 to mdb2. repository content can be cloned using the “copy content from”

option in adminconsole3. Shutdown the v8 domain and move the environment variables from .bash_profile.4. Create .bash_profile for v9 installation. DO NOT UPGRADE, Fresh install the v95 on the existing Unix server but with the

same Unix account. Only the mdb will change in this process.5. Login to “unix_solaris101” and execute the installer for Powercenter 9.5 & Create new domain with new ports. 6. Migrate the user & group using the Export / import utility7. Login to New v9.5 admin console & create repository using the details from step2. User Upgrade content of repository

option.8. Also create the soft links used for mapping the informatica file system (infa_shared).9. Unscheduled all the workflows from 861 environment and schedule them from the new environment.

CLONE UPGRADE

Atlanta User Group

IN PLACE UPGRADE1. Backup Domain using infasetup.sh and also backup

the repository using pmrep or adminconsole.2. Run pre installation check tool i9pi to validate the

pre requisites.3. Shutdown the Domain, backup / verify / update the

.bash_profile for the existing unix application account.

4. Run the Installer and select the upgrade option.5. During the upgrade process for domain creation /

upgrade using the existing schema user and password.

6. Login to the admin console and on the top right corner under the Manage option, select individual services to upgrade.

7. Also create the soft links used for mapping the informatica file system (infa_shared).

8. Restart the integration service to put back the workflows on schedule.

**Considering All the pre-requisites (technical / non technical) have been met.

Atlanta User Group

Prep Work

Work with Informatica for license procurement and Production documentation. Softpath can help.

Download the Informatica binaries to the server which needs an upgrade.

Review the OS configuration , version and patch requirements

Review the current File System allocation. Better Storage allocations allows future upgrades seamless and other file processing growth demand.

Determine the temp space requirement

Review the Network Configuration, Dual NIC with Bonding and Jumbo frame enable

System User Accounts

Unix Profile & Environment Variables setup

Clear the repository logs

Backup the Domain

Backup the Repository

Backup the Users and Groups

Review the LDAP security and OS Profile configurations.

Review the current scripts and scheduler setup

Determine Port Configuration, Availability and Firewall Configuration requirements

Database account(s) for metadata

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Install Work

1. Install or Upgrade?

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Install Work

2. Verify Pre-requisites 3. Enter Directory Information

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Install Work

4. Setting Verification

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Install Work

5A. Configurations

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Install Work

5B. Configurations 6. Domain and Node Configurations

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Install Work

6A. Port Configurations Post Installation Summary

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Testing

Unit

Regression

Performance

Select the few mappings which has combination of active and passive transformations(Joiners, Expressions, SQL Transformation, XML Parser, Java Transformation, Sorter, Aggregator, Web Service, Lookups (Cached, Un-cached), Web Service and Queue(JMS,MQ)

Prepare the test data which are identical to production volume. Intentionally create the data backlog , delayed runs to simulate data

volumes. Gather run time statics, number of rows in and out , session memory

utilization, Connect to the Production Read only source to simulate data volumes Run the repository queries to find the run timings, records in/out and

throughput and compare with production repository queries to identify potential workflows which may need further attention

Select subset of workflows which are mission critical for the business operations

Review the logs for workflows and Sessions, observer the SQL generation , run time properties and compare with production logs

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Production

Production Considerations

Pre-Production ReleaseBack out Plan Upgrade Validation and Health CheckUpgrade Status BroadcastingDR Activation StepsExecute Upgrade

Production Conduct Post Implementation TestingAssess the Migration (upgrade)Determine Go Forward / Fall BackCommunicate

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Upgrade OptionsApproach Benefits Time Risk

Zero downtime upgrade

Easy to switch between environments. Partial Back out is possibleZero Risk Isolated approach

High Low

Parallel upgradeFaster UpgradeParallel environments under applicationaccountsPartial Back out is possibleNo Additional Hardware is required

Med Med

Cloned upgradeFaster UpgradeEasy Back-outExisting file system configurations can be reusedNo need to migrate user and groups

Med+ Med+

In place upgradeEasy UpgradeMinimal configuration changesNo Additional InfrastructureNo need to migrate users and groups

Low High

Production

Atlanta User Group

Questions

Rick LeeDirector Business Services and Project [email protected]

Rizwan MohammedInformatica Applications [email protected]

Srini SunkaraInformatica Applications [email protected]

IUG ATL PC 9.5

Documents

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