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Informatica Administrator Getting Started Guide Version 9.1.0 March 2011 Copyright (c) 1998-2011 Informatica. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use 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. 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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Table of Contents
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Table of Contents
Preface
The Informatica Administrator Getting Started Guide is written for administrators who are responsible for administering the Informatica domain. It provides a tutorial to help first-time users learn how to use Informatica Administrator.
Informatica Resources
Informatica Customer Portal
As 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, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Product Documentation, and access to the Informatica user community.
Informatica Documentation
The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from http://mysupport.informatica.com.
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Preface
CHAPTER 1
application services, nodes, grids, folders, database connections, applications, and licenses.
Security administrative tasks. Manage users, groups, roles, privileges, and permissions.
contain a subset of application services. You configure the application services that are required by the application clients that you use.
Repositories. A group of relational databases that store metadata about objects and processes required to
Manager runs the application services and performs domain functions including authentication, authorization, and logging.
You can log in to Informatica Administrator (the Administrator tool) after you install Informatica. You use the Administrator tool to manage the domain and configure the required application services before you can access the remaining application clients. The following figure shows the application services and the repositories that each application client uses in an Informatica domain:
The following table lists the application clients, not including the Administrator tool, and the application services and the repositories that the client requires:
Application Client Data Analyzer Informatica Analyst Application Services Reporting Service Analyst Service Data Integration Service Model Repository Service Analyst Service Content Management Service Data Integration Service Model Repository Service Metadata Manager Service PowerCenter Integration Service PowerCenter Repository Service Repositories Data Analyzer repository Model repository
Informatica Developer
Model repository
Metadata Manager
Application Services PowerCenter Integration Service PowerCenter Repository Service PowerCenter Integration Service PowerCenter Repository Service Web Services Hub
PowerCenter repository
The following application services are not accessed by an Informatica application client:
PowerExchange Listener Service. Manages the PowerExchange Listener for bulk data movement and change
data capture. The PowerCenter Integration Service connects to the PowerExchange Listener through the Listener Service.
PowerExchange Logger Service. Manages the PowerExchange Logger for Linux, UNIX, and Windows to
capture change data and write it to the PowerExchange Logger Log files. Change data can originate from DB2 recovery logs, Oracle redo logs, a Microsoft SQL Server distribution database, or data sources on an i5/OS or z/OS system.
SAP BW Service. Listens for RFC requests from SAP BI and requests that the PowerCenter Integration Service
CHAPTER 2
Objectives
In this lesson, you complete the following tasks:
Record the domain and the administrator user account information. The domain information provides address
components of the Administrator tool URL, and the user account provides access to the Administrator tool.
Log in to the Administrator tool. Lessons in this tutorial require that you can log in to the Administrator tool. Change the password of your user account.
Prerequisites
Before you start this lesson, verify the following prerequisites:
The Informatica domain is running. The administrator or user who installed Informatica has provided you with the domain connectivity information
Timing
Set aside 10 to 15 minutes to complete this lesson.
Database Connections
Ask the database administrator to provide the database connection information each of the Model repository, profiling warehouse, and staging databases. You will use the database connection information when you create connections to the databases in another lesson. Use the following table to record the database connection information for the Model repository database, profiling warehouse database, and staging database:
Database Connection Information Description Model Repository Values Profiling Warehouse Database Values Staging Database Values
Database Type
The name of the connection. The name is not case sensitive and must be unique within the domain. It cannot exceed 128 characters or begin with the @ character. It also cannot contain spaces or the following special characters: `
~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [
The description of the connection. The description cannot exceed 765 characters. The database user name. The password for the database user name. JDBC connection URL used to access metadata from the database. - IBM DB2: jdbc:informatica:db2: //<host name>:<port>;Datab aseName=<database name> - Oracle: jdbc:informatica:oracl e:// <host_name>:<port> ;SID=<database name> - Microsoft SQL Server: jdbc:informatica:sqls erver://<host name>:<port>;Datab aseName=<database name> Not applicable for ODBC.
Description
Connection string used to access data from the database. - IBM DB2: <database name> - Microsoft SQL Server: <server name>@<database name> - ODBC: <data source name> - Oracle: <database name>.world from the TNSNAMES entry. Code page used to read from a source database or write to a target database or target file. SQL commands to set the database environment when you connect to the database. The Data Integration Service runs the connection environment SQL each time it connects to the database. SQL commands to set the database environment when you connect to the database. The Data Integration Service runs the transaction environment SQL at the beginning of each transaction. The number of seconds that the Data Integration Service tries to reconnect to the database if the connection fails. If the Data Integration Service cannot connect to the database in the retry period, the integration object fails. Default is 0. Microsoft SQL Server on Windows. The name of the domain.
Environment SQL
Transaction SQL
Domain Name
Description
Packet Size
Microsoft SQL Server. The packet sized used to transmit data. Used to optimize the native drivers for Microsoft SQL Server. Microsoft SQL Server. The name of the owner of the schema. Microsoft SQL Server. The name of the schema in the database. You must specify the schema name for the Profiling Warehouse and staging database if the schema name is different than the database user name. Oracle. Enables parallel processing when loading data into a table in bulk mode. By default, this option is cleared. IBM DB2. The tablespace name of the database. The type of quote character used for the Support Mixed Case Identifiers property. Select the quote character based on the database in the connection. The options are: - DOUBLE_QUOTE - SINGLE_QUOTE - BACK_QUOTE - SQUARE_BRACKET S - QUOTE_EMPTY Enables the Developer tool and Analyst tool to place quotes around table, view, schema, synonym and column names when generating and executing SQL against these objects in the connection. Use if the
Owner Name
Schema Name
Tablespace
Description
objects have mixed-case or lowercase names. Also, use if the object names contain SQL keywords, such as WHERE. By default, this option is cleared.
Username
Password
Security Domain
Username
Description The database password for the Model repository. LDAP security domain for the user who manages the Model Repository Service.
Values
Security Domain
The host is the gateway node host name. The port is the Informatica Administrator port number. 3. 4. In the Informatica Administrator login page, enter the user name and password. Select Native or the name of a specific security domain. The Security Domain field appears when the Informatica domain contains an LDAP security domain. 5. Click Log In.
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CHAPTER 3
Data Integration Service, and Administrator tool store metadata in the Model repository.
Data Integration Service. The Data Integration Service is an application service that performs data integration
manages the connections between service components and the users who access the Analyst tool. A database connection is a domain object that contains database connectivity information. The Data Integration Service connects to the database to process integration objects for the Analyst tool. Integration objects include mappings, profiles, and scorecards.
Story
An administrator at HypoStores needs to create application services. An analyst needs a Model Repository Service, Data Integration Service, and Analyst Service to use the Analyst tool.
Objectives
In this lesson, you complete the following tasks:
Create a Model Repository Service to manage the Model repository.
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Create a Model repository to store metadata. Create database connections to the Model repository, profiling warehouse, and staging databases. Create a Data Integration Service to perform data integration tasks. Create an Analyst Service to run the Analyst tool.
Prerequisites
Before you start this lesson, verify the following prerequisites:
You have the database connection information for the Model repository, profiling warehouse, and staging
Timing
Set aside 30 to 45minutes to complete this lesson.
Description
Location
License
Node
4.
Click Next. The New Model Repository Service - Step 2 of 2 dialog box appears.
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5.
Enter the following database properties for the Model Repository Service:
Property Database Type Username Password Connection String Description Type of database. The database user name for the Model repository. An encrypted version of the database password for the Model repository. The JDBC connect string used to connect to the Model repository database. - IBM DB2: jdbc:informatica:db2://<host name>:<port>;DatabaseName=<database name> - Oracle: jdbc:informatica:oracle://<host_name>:<port>;SID=<database name> - Microsoft SQL Server: jdbc:informatica:sqlserver://<host name>:<port>;DatabaseName=<database name>
6. 7. 8. 9.
Click Test Connection to test the connection to the database. Select Create New Content to create content for the Model repository in the specified database. Select Enable Service to make the Model Repository Service available. Click Finish.
6.
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7.
Description
The description of the connection. The description cannot exceed 765 characters. The database user name. The password for the database user name.
8.
9.
10.
11.
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Property
Description the connection environment SQL each time it connects to the database.
Transaction SQL
SQL commands to set the database environment when you connect to the database. The Data Integration Service runs the transaction environment SQL at the beginning of each transaction. The number of seconds that the Data Integration Service tries to reconnect to the database if the connection fails. If the Data Integration Service cannot connect to the database in the retry period, the integration object fails. Default is 0. Microsoft SQL Server on Windows. The name of the domain. Microsoft SQL Server. The packet sized used to transmit data. Used to optimize the native drivers for Microsoft SQL Server. Microsoft SQL Server. The name of the owner of the schema. Microsoft SQL Server. The name of the schema in the database. You must specify the schema name for the Profiling Warehouse and staging database if the schema name is different than the database user name. Oracle. Enables parallel processing when loading data into a table in bulk mode. By default, this option is cleared. IBM DB2. The tablespace name of the database. The type of quote character used for the Support Mixed Case Identifiers property. Select the quote character based on the database in the connection. The options are: - DOUBLE_QUOTE - SINGLE_QUOTE - BACK_QUOTE - SQUARE_BRACKETS - QUOTE_EMPTY Enables the Developer tool and Analyst tool to place quotes around table, view, schema, synonym and column names when generating and executing SQL against these objects in the connection. Use if the objects have mixedcase or lowercase names. Also, use if the object names contain SQL keywords, such as WHERE. By default, this option is cleared.
Domain Name
Packet Size
Owner Name
Schema Name
Click Test Connection to verify metadata access connectivity. Click Finish. Repeat all the steps for each required database.
You created database connections for the profiling warehouse and the staging databases.
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Description
Location License
Node
4.
Click Next. The New Data Integration Service - Step 2 of 3 dialog box appears.
5.
Click Select to choose a connection for a Profiling Warehouse database. The Select Connection dialog box appears.
6. 7. 8.
Select a connection for the profiling warehouse database. Choose to create content for the profiling warehouse database. Click Next. The New Data Integration Service - Step 3 of 3 dialog box appears.
9. 10.
Do not select Enable Transport Layer Security (TLS). Select Enable Service to enable the service after you create it. The Model Repository Service must be running to enable the Data Integration Service.
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11.
Description
Location License
Node
HTTP Port
4.
Click Next. The New Analyst Service - Step 2 of 3 dialog box appears.
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5.
If you configure a directory path that does not exist, the Analyst Service creates it. Restart the Analyst Service if you change the flat file location.
6.
Click Select to select a staging database. The Select Connection dialog box appears.
7. 8. 9.
Select a database connection. Choose to create content. Click Next. The New Analyst Service - Step 3 of 3 dialog box appears.
Do not select Enable Transport Layer Security (TLS). Select Enable Service to enable the service after you create it. Click Finish. You have created an Analyst Service.
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CHAPTER 4
Story
An administrator at HypoStores gets a user account request from an analyst. The analyst needs access to the Analyst tool to create projects.
Objectives
In this lesson, you complete the following tasks:
Create a user to log in to the Analyst tool. Grant user privileges to access the Analyst tool and to create projects in the Analyst tool.
Prerequisites
Before you start this lesson, verify the following prerequisites:
You have completed the previous lessons in this tutorial.
Timing
Set aside 5 to 10 minutes to complete this lesson.
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Full Name
4.
Click OK.
You created a user account that, with the correct privileges, can log into application clients, such as the Administrator tool or the Analyst tool.
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Privilege Name
Description
Create Projects
<service name> - Model Repository Service > Model Repository Service Administration > Create Projects
7.
Click OK.
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CHAPTER 5
Story
An administrator at HypoStores wants to view the status of jobs and SQL data services running on a Data Integration Service.
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Objective
In this lesson, you complete the following tasks:
View running and previously run jobs for a Data Integration Service to check for failures. View connections to an SQL data service to check for active and timed out connections. View requests for an SQL data service to view running requests.
Prerequisites
Before you start this lesson, verify the following prerequisites:
An analyst runs profile and scorecard jobs on the Data Integration Service in the domain. A developer runs a SQL data service on the Data Integration Service in the domain.
Timing
Set aside 5 to 10 minutes to complete this lesson.
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APPENDIX A
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Why can I not connect to an SQL data service that is deployed to a Data Integration Service? To connect to an SQL data service, the application that contains the SQL data service must be running. You can start an application in the Applications view of the Data Integration Service.
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