Upgrading to PowerCenter 10

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1 Upgrading to PowerCenter 10 Presented by May 2016

2 Agenda New Features in 10.0 Informatica upgrade overview Domain upgrade Application Services upgrade Informatica client upgrade Post-upgrade tasks Q&A

3 Few New Features Highlights in 10.0 Effective in version 10.0, each node has a role that defines the purpose of the node. Changes / Addition in the Command line Programs Manage tab has new features in the Administrator Console Security : Operator group to manage multiple users who are assigned the Operator role Manage Team-based Development privilege allows Model repository administrators to perform actions related to object lock management and versioned object management. Scheduler privilege group determines the actions that users can perform on schedules and scheduled jobs.

4 PowerCenter Upgrade Upgrading to PowerCenter 10.0

5 10 Upgrade Support Matrix Direct upgrade paths from earlier versions to 10 Product 8.61/ x 9.5x 9.6x PowerCenter Not Supported Not Supported Not Supported Supported Supported PowerExchange Not Supported Not Supported Not Supported Supported Supported Data Quality Not Supported Not Supported Not Supported Supported Supported Data Explorer Not Supported Not Supported Not Supported Supported Supported Data Services N/A Not Supported Not Supported Supported Supported Note: Versions not listed here are Not supported If you are using Business Glossary in 9.1 the upgrade Path is HF

6 Upgrade Process Complete the pre-upgrade tasks for the application services. Upgrading the domain Run the Informatica server installer and select the upgrade option. The domain upgrade wizard installs the server files and configures the domain. If the domain contains multiple nodes, upgrade the gateway node before you upgrade the worker nodes. Upgrading the application services After you upgrade the domain, log in to the Administrator tool and upgrade the application services. Upgrading the Informatica Client Complete post-upgrade tasks

7 Changing the node configuration Change the node configuration during the upgrade for the following reasons: You migrate the Informatica installation to a different machine Copy the installation directory to the new machine For example, if the previous version of Informatica is installed in C:\Informatica\9.6.1, copy the C:\Informatica\9.6.1 directory and subdirectories to the new machine You migrate the Domain configuration repository to a different database Restore a back up of the current Domain database to a new schema Use thecommand infasetup BackupDomain/RestoreDomain Select the Allow changes to the node host name and port number option

8 Time taken for Upgrade to 10 Approximate The following are the approximate times taken for completing an upgrading to 10 Domain Done during the upgrade process mins Repository Services RS 15 mins per service MRS mins per service

9 Pre-Upgrade Tasks Review the operating system specific requirements. Review the prerequisites and environment variable configuration. Prepare the domain. Back up the domain and verify database user account permissions. Prepare the PowerCenter repository. Back up the PowerCenter repository. Prepare the Model Repository DQ repository. Back up the MRS Export the Jaspersoft resource

10 Pre-Upgrade Tasks (Contd.) Prepare Metadata Manager: A. Back up the Metadata Manager warehouse. B. Export, purge, and delete business glossaries. C. Disable the Metadata Manager service. D. Back up the Metadata Manager properties file. Prepare the Data Analyzer repository. Assign roles to users and groups, back up the Data Analyzer repository, and verify database user account requirements.

11 Upgrading the domain Upgrading to Informatica 10.0

12 Domain upgrade overview The upgrade wizard installs Informatica 10.0 in the installation directory you specify It does not modify the files in the directory of the previous version The upgrade wizard reads the domain information from files in the previous version and uses the same settings to configure the domain and server files for Informatica 10.0 It upgrades the tables of the domain configuration repository in the same database as the previous version Run the installer on all machines that host previous versions of Informatica that you want to upgrade

13 Before you upgrade the domain Read the Release Notes Review the operating system requirements Verify that the machine has the required operating system patches and libraries Specific patch and libraries for each OS are listed in the Upgrade Guide Install the Java Development Kit The JDK is not bundled with the Informatica installer for AIX The required JDK version for each OS is detailed in the Upgrade Guide

14 Before you upgrade the domain Set the File Descriptor Limit (only for UNIX and Linux) Set the file descriptor limit per process to 16,000 or higher The recommended limit is 32,000 file descriptors per process Review the Maximum Heap Size Verify that Informatica Services uses the required maximum heap size for the number of users and services in the domain Number of Domain Users Maximum Heap Size (1-5 Services) Maximum Heap Size (6-10 Services) 1,000 or less 512 MB (default) 1024 MB 5, MB 3072 MB 10, MB 5120 MB 20, MB 6144 MB 30, MB 6144 MB

15 Before you upgrade the domain Verify database user account requirements Back up the Data Transformation Directory After you complete the upgrade, copy the files to the new installation directories to get the same workspace, repository, custom global components, and library files as in the previous version Back up your application services repositories RS, MRS, Reporting and Dashboard service, MM and Data Analyzer Run the Pre-Installation (i10pi) System Check Tool The tool checks the settings of the hard drive, the availability of the ports, and the configuration of the database After the system check is complete, the System Check Summary section displays the results of the system check.

16 Upgrading the domain Upgrading to Informatica 10.0

17 Starting the domain upgrade

18 Selecting the upgrade directories

19 Encryption key While either installing 9.6.1/10.0 fresh or while upgrading to 9.6.1/10.0 keyword input is required from user This is used to create an installation specific encryption key The encryption key is used to encrypt fields that are identified as sensitive, such as passwords, and stored within the Domain and Repository databases This replaces the generic encryption key (shipped with the product) to encrypt passwords within the server environment Encryption key has been introduced as part of v 9.6.x (not on 9.5.x)

20 Upgrading to Informatica v10 Apart from Encryption key there are no new caveats for upgrading to V10. If you are upgrading from 9.6.* this is already present

21 Master node Keyword input If you are upgrading from You are asked to provide this

22 Keyword Input For Gateway nodes If there is more than one node within the domain then location of encryption key created for gateway node needs to be provided This is required for the Gateway nodes only; not for worker nodes One of the gateway nodes can become the master gateway node in a failover scenario After upgrading the first gateway node, the same encryption key needs to be copied to other gateway nodes. All gateway nodes in a domain should use the same encryption key.

23 Advanced upgrade options in PowerCenter v10 If you plan a hardware or database upgrade while upgrading Informatica products, Informatica v10 has the capability to support the following: Upgrade a node that runs on an unsupported operating system. Upgrade a clone of a production domain (without altering the production environment) Use the Allow changes to the node host name and port number option during the Upgrade Directory installation, to make the following key changes to domain configuration: Node Host Name & Port Number Domain Database Connection

24 Advanced upgrade options in PowerCenter v10 (Contd.) The following are the manual steps required to use the advanced options before upgrading: Change Domain Host: Requires copying a few configuration files to the new machine before upgrade. Change Domain Database: Requires a backup and restore of domain to a new database instance before upgrade.

25 Advanced upgrade options in PowerCenter v10 (Contd.)

26 Completion of domain upgrade

27 Application service upgrade

28 Services that require metadata upgrade The following table lists the services that require metadata upgrade when upgrading to Informatica v10: Service Base Version = Base Version = Model Repository Service Required Required Data Integration Service Required Required PowerCenter Repository Required Required Metadata Manager Required Required Data Analyzer Required Required Analyst Service Required Required Content Management Service Required Required Profiling Service Module for DIS Required Required

29 Upgrading application services Use the service upgrade wizard to upgrade application services to v10. The service upgrade wizard provides the following options: Upgrade multiple services. Enable services before the upgrade. Display upgraded services in a list along with services that require an upgrade. Save the current or previous upgrade report. Automatically restart the services after they have been upgraded. You can access the service upgrade wizard from the Manage menu in the header area.

30 Running the Service Upgrade Wizard 1. To use the Service Upgrade Wizard go to the Informatica Administrator header area click Manage > Upgrade. 2. Select the objects to upgrade. 3. Optionally, specify if you want to Automatically recycle services after upgrade. If you choose to automatically recycle services after upgrade, the upgrade wizard restarts the services after they have been upgraded. 4. Click Next. 5. If dependency errors exist, the Dependency Errors dialog box appears. Review the dependency errors and click OK. Then, resolve dependency errors and click Next.

31 Running the Service Upgrade Wizard (Contd.) 6. Enter the repository login information. Optionally, choose to use the same login information for all repositories. 7. Click Next. The service upgrade wizard upgrades each service and displays the status and processing details. 8. When the upgrade completes, the Summary section displays the list of services and their upgrade status. Click each service to view the upgrade details in the Service Details section. 9. Optionally, click Save Report to save the upgrade details to a file. If you choose not to save the report, you can click Save Previous Report the next time you launch the service upgrade wizard. 10. Click Close. 11. If you did not choose to automatically recycle services after upgrade, restart upgraded services.

32 Service Upgrade Wizard before completing service upgrade

33 Service Upgrade Wizard after completing service upgrade

34 Post-upgrade tasks Upgrading to Informatica 10.0

35 Post-Upgrade tasks Shutdown the Domain. Modify the.profile file to edit the INFA_HOME and INFA_DOMAINS_FILE parameters. $PATH variable should be set correctly to reflect the informatica, oracle and Java entries. $LIBPATH parameter should be checked as well. Modify the odbc.ini file to reflect the 10 odbc drivers. Ensure access to the infa_shared folder referred by $PMRootDir in the Integration services. Start the Domain. Configure LDAP settings. Synchronize the LDAP users. If you exported business glossaries from Metadata Manager, import the glossaries into the Analyst tool

36 Upgrading the Informatica client Upgrading to Informatica 10.0

37 Informatica Client Upgrade Informatica 10 Client is only shipped for Windows 64 bit machines. Use the client installer to upgrade a previous version of the Informatica client tools. The Informatica client tools are installed on the installation directory you specify. The client installer configures the newly installed client tools with the same settings as the previous version. The client installer does not modify the files of the previous version of the client tools. Run the installer on all machines that host previous versions of the Informatica client tools that you want to upgrade. You can upgrade the Informatica clients in graphical or silent mode. When you run the client installer, select the Informatica client tool to upgrade. For PowerCenter, you can upgrade the PowerCenter Client tools. PowerCenter Client is a set of tools you can use to manage the PowerCenter repository, mappings, and sessions.

38 Informatica Client Upgrade Use the client installer to upgrade a previous version of the Informatica client tools. The Informatica client tools are installed on the installation directory you specify. The client installer configures the newly installed client tools with the same settings as the previous version. The client installer does not modify the files of the previous version of the client tools. When you run the client installer, select the Informatica client tool to upgrade. Informatica Developer PowerCenter Client tools

39 Informatica Client Upgrade (Contd.) The client upgrade also upgrades the following client tools: Custom Metadata Configurator Mapping Architect for Visio Mapping Analyst for Excel By default, the when you upgrade PowerCenter Client, the following components are also upgraded: DataDirect ODBC drivers Java Runtime Environment libraries

40 Tips & Tricks Mandatory upgrade of Repository Services (RS & MRS) required after upgrade to 10 Due to change in encryption key Encryption key created is recommended to be saved in a safe location for reference at a later point in time You should also persist the keyword entered Will be required for changing the keyword to a new value via infasetup command; migrateencryptionkey Domain needs to be brought down before changing keyword

41 References Product Availability Matrix for PowerCenter PowerCenter V10 Upgrade Guide from Version 9.5.1,9.6.1 PowerCenter V10 Installation and Configuration Guide PowerCenter V10 Command Reference

42 User Groups Informatica User Groups are a great way for you to invest in your professional development and learn about new Informatica offerings. Local Chapter Leaders manage each IUG online and via in person meetings Network and Socialize Find and share content, best practices & tips Learn about the latest technologies and solutions from Informatica Discover how colleagues and peers use Informatica LEARN MORE AT IW16 : Go to the Solutions Expo Informatica Pavilion / Ecosystem & Innovation Area: Talk to regional user group leaders Learn about meeting plans Join your regional user group When: Monday 6:00pm 8:30pm Tuesday 10:45am 2:15pm Wednesday 10:30am 1:45pm Where: Moscone West Hall Level One

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