Administrator Guide. Informatica PowerCenter. (Version 8.6)

Transcription

1 Administrator Guide Informatica PowerCenter (Version 8.6)

2 Informatica PowerCenter Administrator Guide Version 8.6 June 2008 Copyright (c) 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 and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS (a) and (a) (1995), DFARS (c)(1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. 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3 Table of Contents Preface xvii Informatica Resources xvii Informatica Customer Portal xvii Informatica Documentation xvii Informatica Web Site xvii Informatica Knowledge Base xvii Informatica Global Customer Support xviii Chapter 1: Understanding Domains Overview Nodes Gateway Nodes Worker Nodes Service Manager Application Services Integration Service Repository Service Reporting Service Metadata Manager Service SAP BW Service Web Services Hub Reference Table Manager Service Security Encryption Authentication Authorization High Availability Chapter 2: Using the Administration Console Overview Logging In Managing Your Account Configuring HTTPS Creating a Keystore File Configuring HTTPS Using infasetup Domain Page Domain Tab Logs Tab Permissions Tab Reports Tab Upgrade Tab Manage Account Tab iii

4 Using the Navigator Domain Folders Application Services Grids Licenses Security Page Search Section Using the Navigator Groups Users Roles Keyboard Shortcuts Chapter 3: Managing the Domain Overview Managing Alerts Configuring SMTP Settings Subscribing to Alerts Viewing Alerts Managing Folders Creating a Folder Moving Objects to a Folder Removing a Folder Managing Permissions Inherited and Object Permissions Steps to Assign Permissions Managing Application Services Enabling and Disabling Services and Service Processes Configuring Restart for Service Processes Removing Application Services Managing Nodes Defining and Adding Nodes Configuring Node Properties Viewing Processes on the Node Shutting Down and Restarting the Node Removing a Node Managing the Gateway Shutting Down a Domain Managing the Domain Configuration Domain Configuration Database Backing Up the Domain Configuration Restoring the Domain Configuration Migrating the Domain Configuration Updating the Domain Configuration Database Connection Custom Properties iv Table of Contents

5 Domain Properties Reference General Properties Database Properties Log and Gateway Configuration Service Level Management SMTP Configuration Chapter 4: Managing Users and Groups Overview Understanding User Accounts Default Administrator Domain Administrator Application Administrator User Understanding Authentication and Security Domains Native Authentication LDAP Authentication Setting Up LDAP Authentication Step 1. Set Up the Connection to the LDAP Server Step 2. Configure Security Domains Step 3. Schedule the Synchronization Times Deleting an LDAP Security Domain Using a Self-Signed SSL Certificate Using Nested Groups in the LDAP Directory Service Managing Users Adding Native Users Editing General Properties of Native Users Assigning Users to Native Groups Enabling and Disabling User Accounts Deleting Native Users Managing Groups Adding a Native Group Editing Properties of a Native Group Moving a Native Group to Another Native Group Deleting a Native Group Managing Operating System Profiles Steps to Configure an Operating System Profile Create Operating System Profiles Properties of Operating System Profiles Permissions on Operating System Profiles Chapter 5: Managing Privileges and Roles Overview Privileges Roles Permissions Table of Contents v

6 Domain Privileges Tools Privilege Group Security Administration Privilege Group Domain Administration Privilege Group Repository Service Privileges Tools Privilege Group Folders Privilege Group Design Objects Privilege Group Sources and Targets Privilege Group Run-time Objects Privilege Group Global Objects Privilege Group Metadata Manager Service Privileges Catalog Privilege Group Load Privilege Group Reporting Service Privileges Administration Privilege Group Alerts Privilege Group Communication Privilege Group Content Directory Privilege Group Dashboards Privilege Group Indicators Privilege Group Manage Account Privilege Group Reports Privilege Group Reference Table Manager Service Privileges Browse Privilege Group Managing Roles System-Defined Roles Custom Roles Managing Custom Roles Assigning Privileges and Roles to Users and Groups Inherited Privileges Steps to Assign Privileges and Roles to Users and Groups Viewing Users with Privileges for a Service Troubleshooting Chapter 6: Managing High Availability Overview Example Resilience Restart and Failover Recovery High Availability in the Base Product Internal PowerCenter Resilience Repository Service Resilience to Repository Database Restart Services Manual Workflow and Session Recovery vi Table of Contents

7 Multiple Gateway Nodes Achieving High Availability Configuring PowerCenter Internal Components for High Availability Using Highly Available External Systems Rules and Guidelines Managing Resilience Configuring Service Resilience for the Domain Configuring Application Service Resilience Understanding PowerCenter Client Resilience Configuring Command Line Program Resilience Example Managing High Availability for the Repository Service Resilience Restart and Failover Recovery Managing High Availability for the Integration Service Resilience Restart and Failover Recovery Troubleshooting Chapter 7: Creating and Configuring the Repository Service Overview Creating a Database for the Repository Creating the Repository Service Before You Begin Creating a Repository Service Database Connect Strings Configuring Repository Service Properties Node Assignments General Properties Database Properties Advanced Properties Custom Properties Configuring Repository Service Process Properties Custom Properties Environment Variables Chapter 8: Managing the Repository Overview Enabling and Disabling the Repository Service Enabling and Disabling a Repository Service Enabling and Disabling Service Processes Running in Exclusive Mode Creating and Deleting Repository Content Creating Repository Content Table of Contents vii

8 Deleting Repository Content Enabling Version Control Managing a Repository Domain Prerequisites for a Repository Domain Steps for Building a Repository Domain Promoting a Local Repository to a Global Repository Registering a Local Repository Viewing Registered Local and Global Repositories Moving Local and Global Repositories Managing User Connections and Locks Viewing Locks Viewing User Connections Closing User Connections and Releasing Locks Sending Repository Notifications Backing Up and Restoring the Repository Backing Up a Repository Viewing a List of Backup Files Restoring a Repository Copying Content from Another Repository Registering and Unregistering Repository Plug-ins Registering a Repository Plug-in Unregistering a Repository Plug-in Creating an Audit Trail Tuning Repository Performance Updating Repository Statistics Increasing Repository Copy, Backup, and Restore Performance Configuring Data Lineage Chapter 9: Creating and Configuring the Integration Service Overview Creating an Integration Service Enabling and Disabling the Integration Service Enabling and Disabling an Integration Service Process Enabling and Disabling the Integration Service Running in Normal and Safe Mode Normal Mode Safe Mode Running the Integration Service in Safe Mode Steps to Configure the Operating Mode Configuring the Integration Service Properties Grid and Node Assignments General Properties Advanced Properties Compatibility and Database Properties Configuration Properties HTTP Proxy Properties viii Table of Contents

9 Using Operating System Profiles Operating System Profile Components Configuring Operating System Profiles Troubleshooting Operating System Profiles Configuring the Associated Repository Configuring the Integration Service Processes Code Pages Directories for Integration Service Files Directories for Java Components Custom Properties Environment Variables Chapter 10: Integration Service Architecture Overview Integration Service Connectivity Integration Service Process Managing Workflow Scheduling Locking and Reading the Workflow Reading the Parameter File Creating the Workflow Log Running Workflow Tasks Running Workflows Across the Nodes in a Grid Starting the DTM Process Writing Historical Information to the Repository Sending Post-Session Load Balancer Dispatch Process Resources Resource Provision Thresholds Dispatch Mode Service Levels Data Transformation Manager (DTM) Process Reading the Session Information Performing Pushdown Optimization Creating Dynamic Partitions Forming Partition Groups Expanding Variables and Parameters Creating the Session Log Validating Code Pages Verifying Connection Object Permissions Starting Worker DTM Processes Running Pre-Session Operations Running the Processing Threads Running Post-Session Operations Sending Post-Session Processing Threads Table of Contents ix

10 Thread Types Pipeline Partitioning DTM Processing Reading Source Data Blocking Data Block Processing Grids Running a Workflow on a Grid Running a Session on a Grid System Resources CPU Usage DTM Buffer Memory Cache Memory Code Pages and Data Movement Modes ASCII Data Movement Mode Unicode Data Movement Mode Output Files and Caches Workflow Log Session Log Session Details Performance Detail File Reject Files Row Error Logs Recovery Tables Files Control File Indicator File Output File Cache Files Chapter 11: Creating and Configuring the Metadata Manager Service Overview Steps to Configure a Metadata Manager Service Creating a Metadata Manager Service Database Connect Strings Creating and Deleting Repository Content Creating the Metadata Manager Repository Restoring the PowerCenter Repository Deleting the Metadata Manager Repository Enabling and Disabling the Metadata Manager Service Configuring the Metadata Manager Service Node Assignments General Properties Database Properties Configuration Properties Connection Pool Properties x Table of Contents

11 Advanced Properties Configuring the Associated Integration Service Privileges for the Associated Integration Service User Chapter 12: Creating the Reporting Service Overview PowerCenter Repository Reports Metadata Manager Reports Data Profiling Reports Other Reporting Sources Data Analyzer Repository Creating the Reporting Service Managing the Reporting Service Enabling and Disabling a Reporting Service Creating Contents in the Data Analyzer Repository Backing Up Contents of the Data Analyzer Repository Restoring Contents to the Data Analyzer Repository Deleting Contents from the Data Analyzer Repository Upgrading Contents of the Data Analyzer Repository Upgrading Users and Groups in the Data Analyzer Repository Viewing Last Activity Logs Configuring the Reporting Service Properties Node Assignments General Properties Data Source Properties Repository Properties Lineage Properties Advanced Properties Granting Users Access to Reports Chapter 13: Managing the Grid Overview Configuring the Grid Configuring the Integration Service Configuring the Integration Service to Run on a Grid Configuring the Service Processes Configuring Resources Viewing Resources in a Domain Assigning Connection Resources Defining Custom and File/Directory Resources Chapter 14: Configuring the Load Balancer Overview Configuring the Dispatch Mode Round-Robin Dispatch Mode Table of Contents xi

12 Metric-Based Dispatch Mode Adaptive Dispatch Mode Creating Service Levels Configuring Resources Calculating the CPU Profile Defining Resource Provision Thresholds Chapter 15: Creating and Configuring the SAP BW Service Overview Load Balancing for the SAP NetWeaver BI System and the SAP BW Service Creating the SAP BW Service Enabling and Disabling the SAP BW Service Configuring the SAP BW Service Properties Configuring the Associated Integration Service Configuring the SAP BW Service Processes Viewing Log Events Chapter 16: Creating and Configuring the Web Services Hub Overview Creating a Web Services Hub Enabling and Disabling the Web Services Hub Configuring the Web Services Hub Properties Node Assignments General Properties Advanced Properties Configuring the Associated Repository Adding an Associated Repository Editing an Associated Repository Setting Permissions for the Web Services Hub Chapter 17: Creating the Reference Table Manager Service Overview Creating the Reference Table Manager Service Creating and Deleting Repository Content Creating the Reference Table Manager Repository Content Deleting the Reference Table Manager Repository Content Enabling and Disabling the Reference Table Manager Service Configuring the Reference Table Manager Service General Properties Database Properties Configuration Properties Connection Pool Properties Advanced Properties xii Table of Contents

13 Chapter 18: Managing Licenses Overview License Validation Licensing Log Events License Management Tasks Types of License Keys Original Keys Incremental Keys Creating a License Object Assigning a License to a Service Rules and Guidelines Unassigning a License from a Service Updating a License Removing a License Viewing License Details General Properties Supported Platforms Repositories PowerCenter Options Connections Metadata Exchange Options Chapter 19: Managing Logs Overview Log Manager Architecture Log Manager Recovery Troubleshooting the Log Manager Configuring the Log Location Configuring Log Management Purging Log Events Exporting Log Events Configuring the Time Zone Steps to Configure Log Management Properties Using the Log Viewer Viewing Log Events Searching Log Event Results Configuring Log Viewer Columns Saving Log Events Viewing Administration Console Log Errors Understanding Log Events Log Event Components Domain Log Events Repository Service Log Events Reporting Service Log Events Metadata Manager Service Log Events Table of Contents xiii

14 Integration Service Log Events SAP BW Service Log Events Web Services Hub Log Events Chapter 20: Running Domain Reports Overview Monitoring Domain User Activity Monitoring License Usage CPU Usage Repository Service Usage Source/Target Connectivity Usage Running the License Report Monitoring Web Service Activity Understanding the Web Services Report Contents of the Web Services Report Running the Web Services Report Chapter 21: Understanding Globalization Overview Unicode Working with a Unicode PowerCenter Repository Locales System Locale User Locale Input Locale Data Movement Modes Character Data Movement Modes Changing Data Movement Modes Code Page Overview UNIX Code Pages Windows Code Pages Choosing a Code Page Code Page Compatibility PowerCenter Domain Configuration Database Code Page Administration Console Code Page PowerCenter Client Code Page Integration Service Process Code Page PowerCenter Repository Code Page Metadata Manager Repository Code Page Source Code Page Target Code Page Command Line Program Code Pages Code Page Compatibility Summary PowerCenter Code Page Validation Relaxed Code Page Validation Configuring the Integration Service xiv Table of Contents

15 Selecting Compatible Source and Target Code Pages Troubleshooting for Code Page Relaxation PowerCenter Code Page Conversion Choosing Characters for Repository Metadata Case Study: Processing ISO Data The ISO Environment Configuring the ISO Environment Case Study: Processing Unicode UTF-8 Data The UTF-8 Environment Configuring the UTF-8 Environment Appendix A: Code Pages Supported Code Pages for Application Services Supported Code Pages for Sources and Targets Appendix B: Command Line Privileges and Permissions infacmd Commands pmcmd Commands pmrep Commands Appendix C: Custom Roles Repository Service Custom Roles Metadata Manager Service Custom Roles Reporting Service Custom Roles Index Table of Contents xv