Informatica MDM Upgrade Guide
Table of contents for above guide
Chapter 1: Upgrade Overview................................................. 11
Informatica MDM Multidomain Edition Upgrade.................................. 11
Upgrade Process...................................................... 12
Document the Upgrade.................................................. 13
Chapter 2: Before You Upgrade............................................... 14
Pre-Upgrade Tasks.................................................... 14
Read the Release Notes................................................. 15
Review the Upgrade Restrictions........................................... 15
Verify the System Requirements............................................ 15
Check the Value of the LANG Environment Variable............................... 15
Create an Upgrade Documentation Directory.................................... 15
Enable the State Management Override System.................................. 16
Grant Select Right on SYS.V_$PARAMETER for the ORS User........................ 16
Back Up Your Current Implementation........................................ 16
Back Up Your Schema............................................... 16
Back Up Customizations.............................................. 16
Back Up Cleanse Engine Configuration Files................................. 16
Validate Your Metadata.................................................. 17
Verify the Informatica MDM Hub Environment................................... 17
Remove Hub Server EAR Deployment (WebLogic)................................ 17
Set JAVA_HOME Environment Variable....................................... 17
Register Indexes...................................................... 18
Resolve and Close all Open ActiveVOS Tasks................................... 18
Request For Match Population............................................. 18
4 Table of Contents
Chapter 3: Hub Store Upgrade................................................ 19
Hub Store Upgrade Overview.............................................. 19
Databases Set to a Non-English Locale....................................... 20
Upgrading the Master Database ............................................ 20
Upgrading Operational Reference Store Databases................................ 23
Confirm that the Upgrade Scripts Ran Successfully................................ 25
Troubleshooting the Hub Store Upgrade....................................... 26
Chapter 4: Hub Server Upgrade.............................................. 27
Hub Server Upgrade Overview............................................. 27
Upgrading the Hub Server in Graphical Mode................................... 27
Upgrading the Hub Server in Console Mode.................................... 29
Upgrading the Hub Server in Silent Mode...................................... 30
Configuring the Properties File.......................................... 30
Running the Silent Upgrade............................................ 31
Copy Hub Server Log Files to the Upgrade Doc Directory............................ 32
Chapter 5: Process Server Upgrade........................................... 33
Process Server Upgrade Overview.......................................... 33
Upgrading the Process Server in Graphical Mode................................. 33
Upgrading the Process Server in Console Mode.................................. 35
Upgrading the Process Server in Silent Mode................................... 36
Configuring the Properties File.......................................... 37
Running the Process Server Silent Upgrade................................. 37
Steps to Upgrade to AddressDoctor 5 Integration................................. 38
Configure Match Population............................................... 40
Enabling Match Population............................................ 40
Copy Process Server Log Files to the Upgrade Doc Directory......................... 42
Chapter 6: After You Upgrade................................................ 43
Restart Your Environment................................................ 43
Setting the Process Server Configuration Properties............................... 44
Migrate Databases to IBM DB2 with Oracle-compatibility Disabled...................... 44
Step 1. Create Target Directories........................................ 44
Step 2. Extract MDM Hub Master Database DDLs and Data....................... 45
Step 3. Extract Operational Reference Store DDLs and Data....................... 45
Step 4. Disable the IBM DB2 Oracle-Compatibility Mode......................... 46
Step 5. Create a Hub Store............................................ 46
Step 6. Update the MDM Hub Master Database Schema with the Source DDLs and Data.... 51
Step 7. Update Operational Reference Stores Schemas with the Source DDLs and Data..... 52
Step 8. Ensure Table Constraints Reconcile................................. 53
Step 9. Configure the Application Server to Use the Database...................... 53
Table of Contents 5
Update Packages, User Exits, Views, and Stored Procedures......................... 54
Configure WebSphere Administrative Security................................... 55
Unregister the Operational Reference Store................................. 55
Uninstall the EAR files and Remove Data Sources............................. 55
Enable WebSphere Administrative Security in the WebSphere Administrative Console...... 55
Configure the Hub Server and Process Server Properties......................... 56
Run the Hub Server PostInstallSetup Script Manually........................... 56
Run the Process Server PostInstallSetup Script............................... 57
Register the Operational Reference Stores.................................. 57
Optimize Tokenize and Merge Process Performance............................... 62
Regenerate Match Tokens................................................ 62
Running the Generate Match Tokens Batch Job............................... 63
Validate the Upgraded Metadata............................................ 63
Validating Metadata................................................. 63
Saving the Validation Results........................................... 63
Verify Your Upgraded Informatica MDM Hub Environment........................... 64
Saving the MDM Hub Environment Report.................................. 64
Implement Updated User Exit Methods........................................ 64
Update the ActiveVOS .BPEL files........................................... 65
Importing the Projects................................................ 65
Update the Customized ActiveVOS Workflows................................ 65
Test the Upgraded Environment............................................ 67
Testing with Informatica Data Director..................................... 67
Testing with Hub Console Tools......................................... 67
Testing Custom Code................................................ 67
Appendix A: Upgrade Checklist............................................... 69
Before You Upgrade from Version 9.6.1....................................... 69
Upgrade from Version 9.6.1............................................... 70
After You Upgrade from Version 9.6.1........................................ 70
Appendix B: Troubleshooting................................................ 71
Overview of Troubleshooting.............................................. 71
Known Database Migration Issues........................................... 71
Cannot Start JBoss or Launch the Hub Console After Upgrade........................ 72
Troubleshooting Hub Server Upgrades........................................ 72
Running patchInstallSetup Manually...................................... 72
Forcing a Patch Install............................................... 73
Updating JAR files.................................................. 73
Troubleshooting Process Server Upgrades..................................... 73
Process Server Upgrade Fails.......................................... 73
Running patchInstallSetup Manually...................................... 73
Forcing a Patch Install............................................... 74
6 Table of Contents
Troubleshooting Hub Store Upgrades......................................... 74
Restoring from a Full Backup........................................... 74
Check Metadata Consistency........................................... 74
Check the Database Debug Log......................................... 75
Check C_REPOS_DB_CHANGE......................................... 75
ORA-20005 Error When Upgrading an ORS................................. 75
Table of contents for above guide
Chapter 1: Upgrade Overview................................................. 11
Informatica MDM Multidomain Edition Upgrade.................................. 11
Upgrade Process...................................................... 12
Document the Upgrade.................................................. 13
Chapter 2: Before You Upgrade............................................... 14
Pre-Upgrade Tasks.................................................... 14
Read the Release Notes................................................. 15
Review the Upgrade Restrictions........................................... 15
Verify the System Requirements............................................ 15
Check the Value of the LANG Environment Variable............................... 15
Create an Upgrade Documentation Directory.................................... 15
Enable the State Management Override System.................................. 16
Grant Select Right on SYS.V_$PARAMETER for the ORS User........................ 16
Back Up Your Current Implementation........................................ 16
Back Up Your Schema............................................... 16
Back Up Customizations.............................................. 16
Back Up Cleanse Engine Configuration Files................................. 16
Validate Your Metadata.................................................. 17
Verify the Informatica MDM Hub Environment................................... 17
Remove Hub Server EAR Deployment (WebLogic)................................ 17
Set JAVA_HOME Environment Variable....................................... 17
Register Indexes...................................................... 18
Resolve and Close all Open ActiveVOS Tasks................................... 18
Request For Match Population............................................. 18
4 Table of Contents
Chapter 3: Hub Store Upgrade................................................ 19
Hub Store Upgrade Overview.............................................. 19
Databases Set to a Non-English Locale....................................... 20
Upgrading the Master Database ............................................ 20
Upgrading Operational Reference Store Databases................................ 23
Confirm that the Upgrade Scripts Ran Successfully................................ 25
Troubleshooting the Hub Store Upgrade....................................... 26
Chapter 4: Hub Server Upgrade.............................................. 27
Hub Server Upgrade Overview............................................. 27
Upgrading the Hub Server in Graphical Mode................................... 27
Upgrading the Hub Server in Console Mode.................................... 29
Upgrading the Hub Server in Silent Mode...................................... 30
Configuring the Properties File.......................................... 30
Running the Silent Upgrade............................................ 31
Copy Hub Server Log Files to the Upgrade Doc Directory............................ 32
Chapter 5: Process Server Upgrade........................................... 33
Process Server Upgrade Overview.......................................... 33
Upgrading the Process Server in Graphical Mode................................. 33
Upgrading the Process Server in Console Mode.................................. 35
Upgrading the Process Server in Silent Mode................................... 36
Configuring the Properties File.......................................... 37
Running the Process Server Silent Upgrade................................. 37
Steps to Upgrade to AddressDoctor 5 Integration................................. 38
Configure Match Population............................................... 40
Enabling Match Population............................................ 40
Copy Process Server Log Files to the Upgrade Doc Directory......................... 42
Chapter 6: After You Upgrade................................................ 43
Restart Your Environment................................................ 43
Setting the Process Server Configuration Properties............................... 44
Migrate Databases to IBM DB2 with Oracle-compatibility Disabled...................... 44
Step 1. Create Target Directories........................................ 44
Step 2. Extract MDM Hub Master Database DDLs and Data....................... 45
Step 3. Extract Operational Reference Store DDLs and Data....................... 45
Step 4. Disable the IBM DB2 Oracle-Compatibility Mode......................... 46
Step 5. Create a Hub Store............................................ 46
Step 6. Update the MDM Hub Master Database Schema with the Source DDLs and Data.... 51
Step 7. Update Operational Reference Stores Schemas with the Source DDLs and Data..... 52
Step 8. Ensure Table Constraints Reconcile................................. 53
Step 9. Configure the Application Server to Use the Database...................... 53
Table of Contents 5
Update Packages, User Exits, Views, and Stored Procedures......................... 54
Configure WebSphere Administrative Security................................... 55
Unregister the Operational Reference Store................................. 55
Uninstall the EAR files and Remove Data Sources............................. 55
Enable WebSphere Administrative Security in the WebSphere Administrative Console...... 55
Configure the Hub Server and Process Server Properties......................... 56
Run the Hub Server PostInstallSetup Script Manually........................... 56
Run the Process Server PostInstallSetup Script............................... 57
Register the Operational Reference Stores.................................. 57
Optimize Tokenize and Merge Process Performance............................... 62
Regenerate Match Tokens................................................ 62
Running the Generate Match Tokens Batch Job............................... 63
Validate the Upgraded Metadata............................................ 63
Validating Metadata................................................. 63
Saving the Validation Results........................................... 63
Verify Your Upgraded Informatica MDM Hub Environment........................... 64
Saving the MDM Hub Environment Report.................................. 64
Implement Updated User Exit Methods........................................ 64
Update the ActiveVOS .BPEL files........................................... 65
Importing the Projects................................................ 65
Update the Customized ActiveVOS Workflows................................ 65
Test the Upgraded Environment............................................ 67
Testing with Informatica Data Director..................................... 67
Testing with Hub Console Tools......................................... 67
Testing Custom Code................................................ 67
Appendix A: Upgrade Checklist............................................... 69
Before You Upgrade from Version 9.6.1....................................... 69
Upgrade from Version 9.6.1............................................... 70
After You Upgrade from Version 9.6.1........................................ 70
Appendix B: Troubleshooting................................................ 71
Overview of Troubleshooting.............................................. 71
Known Database Migration Issues........................................... 71
Cannot Start JBoss or Launch the Hub Console After Upgrade........................ 72
Troubleshooting Hub Server Upgrades........................................ 72
Running patchInstallSetup Manually...................................... 72
Forcing a Patch Install............................................... 73
Updating JAR files.................................................. 73
Troubleshooting Process Server Upgrades..................................... 73
Process Server Upgrade Fails.......................................... 73
Running patchInstallSetup Manually...................................... 73
Forcing a Patch Install............................................... 74
6 Table of Contents
Troubleshooting Hub Store Upgrades......................................... 74
Restoring from a Full Backup........................................... 74
Check Metadata Consistency........................................... 74
Check the Database Debug Log......................................... 75
Check C_REPOS_DB_CHANGE......................................... 75
ORA-20005 Error When Upgrading an ORS................................. 75
No comments:
Post a Comment
Please share your comments