Informatica MDM Upgrade Guide

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

Informatica MDM Resource Kit Guide

Informatica MDM Resource Kit Guide

Table of contents for above guide

Part I: Introduction........................................................... 12
Chapter 1: Introduction.............................................. 13
Overview........................................................... 13
Informatica Resource Kit Documentation...................................... 13
Informatica Sample ORS................................................. 14
Sample Applications and Utilities............................................ 14
LookupWebServiceExample............................................ 14
IDD Demo....................................................... 14
BDDUserExit..................................................... 15
Single Sign-On (SSO)................................................ 15
PartyWebServiceExample............................................. 15
SAMProvidersExample............................................... 15
Business Process Management (BPM)..................................... 15
MetCommand Utility................................................. 16
WsCodeGenPlugin.................................................. 16
CleanseAdapterExample.............................................. 16
MetModelConverter................................................. 16
Password Encryption Tool Utility......................................... 16
Data Encryption Utilities.............................................. 16
siperian-common.jar................................................. 17
Sample Java and JavaScript Code for Business Entity Services..................... 17
BPM SDK.......................................................... 18
SIF SDK........................................................... 18
SIF API Javadoc...................................................... 18
User Exits Javadoc.................................................... 19
SSA-NAME3......................................................... 19
4 Table of Contents
Jaspersoft.......................................................... 20
Part II: Samples and Examples............................................... 21
Chapter 2: Informatica Data Director Sample............................ 22
Informatica Data Director Sample Overview..................................... 22
Prerequisites........................................................ 23
Sample Components................................................... 23
Informatica Data Director Sample Setup....................................... 23
Informatica Data Director Configuration Tool Interface........................... 24
Launching the Informatica Data Director Configuration Tool....................... 24
Creating the Informatica Data Director Application............................. 24
Adding a Subject Area Group........................................... 25
Adding a Subject Area............................................... 26
Adding Subject Area Children........................................... 27
Validating the IDD Application Configuration................................. 28
Deploying the IDD Application.......................................... 28
Testing the Subject Area Configuration..................................... 28
Additional Configuration................................................. 28
Additional Customization of the IDD Application.................................. 29
Part III: Tools and Utilities.................................................... 30
Chapter 3: Configuration Automation Tools............................. 31
Configuration Automation Tools Overview...................................... 31
Before You Automate Configuration Tasks..................................... 32
Step 1. Preparing the Configuration Automation Tools........................... 32
Step 2. Configuring the MDM Hub Environment Properties........................ 32
Step 3. Setting the CLASSPATH Environment Variable.......................... 34
Step 4. Configuring the Logging Settings................................... 34
Step 5. Verify the Automation Properties Configuration.......................... 35
Automation of Configuration Tasks.......................................... 36
Acquiring and Releasing Locks............................................. 36
Generating and Deploying ORS-Specific JMS Schemas and Services Integration Framework
APIs.............................................................. 37
Configuring Users..................................................... 37
Creating and Registering Users in an MDM Hub Master Database................... 38
Assigning Users to Operational Reference Stores.............................. 39
Assigning Roles to Users............................................. 40
Deleting Users in the MDM Hub Master Database.............................. 41
Synchronizing Users through LDAP Servers.................................... 42
Connecting to LDAP Servers........................................... 42
Searching an Entity in LDAP........................................... 43
Table of Contents 5
Synchronizing Users with Roles through an LDAP Server......................... 44
Synchronizing Users with User Groups through an LDAP Server.................... 45
Registering Security Providers............................................. 47
Registering Authentication Providers...................................... 47
Importing and Exporting Informatica Data Director Applications........................ 48
Importing and Deploying Informatica Data Director to an Existing Application............ 48
Importing and Deploying Informatica Data Director as a New Application............... 51
Exporting the Informatica Data Director Application to a ZIP file..................... 52
Automation Properties File................................................ 53
Automation Properties............................................... 54
Sample Automation Properties File....................................... 61
Automation .zip File Content.............................................. 64
Chapter 4: Encrypting and Decrypting Data in CSV Files................... 67
Encrypting and Decrypting Data in CSV Files Overview............................. 67
Encrypting Data in CSV Files.............................................. 67
Decrypting Data in CSV Files.............................................. 68
Chapter 5: Creating and Deleting Many User Roles for the MDM Hub......... 69
Creating and Deleting Many User Roles for the MDM Hub Overview..................... 69
Unzipping the Role Creation Tool and Role Deletion Tool............................ 69
Creating Roles....................................................... 70
Step 1. Create a Source Role........................................... 70
Step 2. Edit the roles.properties File...................................... 70
Step 3. Create the Roles.............................................. 71
Deleting Roles....................................................... 72
Step 1. Edit the roles.properties File...................................... 72
Step 2. Delete the Roles.............................................. 73
Chapter 6: Using the Password Encryption Tool.......................... 74
Overview........................................................... 74
System Requirements................................................... 74
Running the Password Encryption Tool....................................... 74
Encrypting a New Password............................................ 75
Updating the ORS Database Password.................................... 75
Updating the System Database Password................................... 75
Chapter 7: Reporting Tools.......................................... 76
Report Tools Overview.................................................. 76
Configure the Data Mart Database Connection................................ 76
Configure the Report Parameters........................................ 77
Populating the Data Mart with Report Data.................................. 78
Report Templates..................................................... 78
6 Table of Contents
Chapter 8: Database Performance Testing Utility......................... 79
Database Performance Testing Utility Overview.................................. 79
Database Performance Test............................................... 80
Database Performance Testing Tasks........................................ 80
Step 1. Prepare for the Database Performance Test............................ 80
Step 2. Test the Database Performance.................................... 81
Step 3. Test Network Latency........................................... 83
Step 4. Interpret Database Performance Test Results........................... 84
Benchmark System Specifications........................................... 84
System Specification of the Benchmark Database Environment..................... 84
System Specification of the Benchmark Application Server Environment............... 85
Database Configuration................................................. 85
Oracle Configuration Parameters........................................ 85
IBM DB2 Configuration Parameters....................................... 89
Microsoft SQL Server Configuration Parameters.............................. 105
Database Performance Test Properties....................................... 106
Database Performance Test Properties File................................. 107
Sample Database Performance Test Properties File........................... 107
Database Performance Test Result......................................... 108
Sample Database Performance Test Result................................. 109
Benchmarks for Tests Run On the Database Machine............................. 110
Benchmark for Oracle............................................... 110
Benchmark for IBM DB2............................................. 113
Benchmark for Microsoft SQL Server..................................... 117
Benchmarks for Tests Run From the Application Server Machine...................... 121
Benchmark for Oracle............................................... 121
Benchmark for IBM DB2............................................. 124
Benchmark for Microsoft SQL Server..................................... 128
Part IV: SDK Resources..................................................... 132
Chapter 9: Services Integration Framework (SIF) SDK.................... 133
Services Integration Framework (SIF)........................................ 133
SIF SDK.......................................................... 134
Setting Up a Sample Eclipse Client......................................... 134
Importing the Sample Project File....................................... 134
Identifying the Missing Library JAR Files................................... 135
Adding the Missing Library JAR Files..................................... 136
Customizing the Properties in the Library Files............................... 136
SiperianClient Library Classes............................................ 136
Request and Response Objects Overview..................................... 137
Request Objects..................................................... 137
Table of Contents 7
SiperianRequest Class.............................................. 137
Response Objects.................................................... 138
SiperianResponse Class............................................. 138

Informatica MDM Overview Guide

Informatica MDM Overview Guide

Table of contents for above guide

Part I: Introduction........................................................... 12
Chapter 1: Introduction.............................................. 13
Overview........................................................... 13
Informatica Resource Kit Documentation...................................... 13
Informatica Sample ORS................................................. 14
Sample Applications and Utilities............................................ 14
LookupWebServiceExample............................................ 14
IDD Demo....................................................... 14
BDDUserExit..................................................... 15
Single Sign-On (SSO)................................................ 15
PartyWebServiceExample............................................. 15
SAMProvidersExample............................................... 15
Business Process Management (BPM)..................................... 15
MetCommand Utility................................................. 16
WsCodeGenPlugin.................................................. 16
CleanseAdapterExample.............................................. 16
MetModelConverter................................................. 16
Password Encryption Tool Utility......................................... 16
Data Encryption Utilities.............................................. 16
siperian-common.jar................................................. 17
Sample Java and JavaScript Code for Business Entity Services..................... 17
BPM SDK.......................................................... 18
SIF SDK........................................................... 18
SIF API Javadoc...................................................... 18
User Exits Javadoc.................................................... 19
SSA-NAME3......................................................... 19
4 Table of Contents
Jaspersoft.......................................................... 20
Part II: Samples and Examples............................................... 21
Chapter 2: Informatica Data Director Sample............................ 22
Informatica Data Director Sample Overview..................................... 22
Prerequisites........................................................ 23
Sample Components................................................... 23
Informatica Data Director Sample Setup....................................... 23
Informatica Data Director Configuration Tool Interface........................... 24
Launching the Informatica Data Director Configuration Tool....................... 24
Creating the Informatica Data Director Application............................. 24
Adding a Subject Area Group........................................... 25
Adding a Subject Area............................................... 26
Adding Subject Area Children........................................... 27
Validating the IDD Application Configuration................................. 28
Deploying the IDD Application.......................................... 28
Testing the Subject Area Configuration..................................... 28
Additional Configuration................................................. 28
Additional Customization of the IDD Application.................................. 29
Part III: Tools and Utilities.................................................... 30
Chapter 3: Configuration Automation Tools............................. 31
Configuration Automation Tools Overview...................................... 31
Before You Automate Configuration Tasks..................................... 32
Step 1. Preparing the Configuration Automation Tools........................... 32
Step 2. Configuring the MDM Hub Environment Properties........................ 32
Step 3. Setting the CLASSPATH Environment Variable.......................... 34
Step 4. Configuring the Logging Settings................................... 34
Step 5. Verify the Automation Properties Configuration.......................... 35
Automation of Configuration Tasks.......................................... 36
Acquiring and Releasing Locks............................................. 36
Generating and Deploying ORS-Specific JMS Schemas and Services Integration Framework
APIs.............................................................. 37
Configuring Users..................................................... 37
Creating and Registering Users in an MDM Hub Master Database................... 38
Assigning Users to Operational Reference Stores.............................. 39
Assigning Roles to Users............................................. 40
Deleting Users in the MDM Hub Master Database.............................. 41
Synchronizing Users through LDAP Servers.................................... 42
Connecting to LDAP Servers........................................... 42
Searching an Entity in LDAP........................................... 43
Table of Contents 5
Synchronizing Users with Roles through an LDAP Server......................... 44
Synchronizing Users with User Groups through an LDAP Server.................... 45
Registering Security Providers............................................. 47
Registering Authentication Providers...................................... 47
Importing and Exporting Informatica Data Director Applications........................ 48
Importing and Deploying Informatica Data Director to an Existing Application............ 48
Importing and Deploying Informatica Data Director as a New Application............... 51
Exporting the Informatica Data Director Application to a ZIP file..................... 52
Automation Properties File................................................ 53
Automation Properties............................................... 54
Sample Automation Properties File....................................... 61
Automation .zip File Content.............................................. 64
Chapter 4: Encrypting and Decrypting Data in CSV Files................... 67
Encrypting and Decrypting Data in CSV Files Overview............................. 67
Encrypting Data in CSV Files.............................................. 67
Decrypting Data in CSV Files.............................................. 68
Chapter 5: Creating and Deleting Many User Roles for the MDM Hub......... 69
Creating and Deleting Many User Roles for the MDM Hub Overview..................... 69
Unzipping the Role Creation Tool and Role Deletion Tool............................ 69
Creating Roles....................................................... 70
Step 1. Create a Source Role........................................... 70
Step 2. Edit the roles.properties File...................................... 70
Step 3. Create the Roles.............................................. 71
Deleting Roles....................................................... 72
Step 1. Edit the roles.properties File...................................... 72
Step 2. Delete the Roles.............................................. 73
Chapter 6: Using the Password Encryption Tool.......................... 74
Overview........................................................... 74
System Requirements................................................... 74
Running the Password Encryption Tool....................................... 74
Encrypting a New Password............................................ 75
Updating the ORS Database Password.................................... 75
Updating the System Database Password................................... 75
Chapter 7: Reporting Tools.......................................... 76
Report Tools Overview.................................................. 76
Configure the Data Mart Database Connection................................ 76
Configure the Report Parameters........................................ 77
Populating the Data Mart with Report Data.................................. 78
Report Templates..................................................... 78
6 Table of Contents
Chapter 8: Database Performance Testing Utility......................... 79
Database Performance Testing Utility Overview.................................. 79
Database Performance Test............................................... 80
Database Performance Testing Tasks........................................ 80
Step 1. Prepare for the Database Performance Test............................ 80
Step 2. Test the Database Performance.................................... 81
Step 3. Test Network Latency........................................... 83
Step 4. Interpret Database Performance Test Results........................... 84
Benchmark System Specifications........................................... 84
System Specification of the Benchmark Database Environment..................... 84
System Specification of the Benchmark Application Server Environment............... 85
Database Configuration................................................. 85
Oracle Configuration Parameters........................................ 85
IBM DB2 Configuration Parameters....................................... 89
Microsoft SQL Server Configuration Parameters.............................. 105
Database Performance Test Properties....................................... 106
Database Performance Test Properties File................................. 107
Sample Database Performance Test Properties File........................... 107
Database Performance Test Result......................................... 108
Sample Database Performance Test Result................................. 109
Benchmarks for Tests Run On the Database Machine............................. 110
Benchmark for Oracle............................................... 110
Benchmark for IBM DB2............................................. 113
Benchmark for Microsoft SQL Server..................................... 117
Benchmarks for Tests Run From the Application Server Machine...................... 121
Benchmark for Oracle............................................... 121
Benchmark for IBM DB2............................................. 124
Benchmark for Microsoft SQL Server..................................... 128
Part IV: SDK Resources..................................................... 132
Chapter 9: Services Integration Framework (SIF) SDK.................... 133
Services Integration Framework (SIF)........................................ 133
SIF SDK.......................................................... 134
Setting Up a Sample Eclipse Client......................................... 134
Importing the Sample Project File....................................... 134
Identifying the Missing Library JAR Files................................... 135
Adding the Missing Library JAR Files..................................... 136
Customizing the Properties in the Library Files............................... 136
SiperianClient Library Classes............................................ 136
Request and Response Objects Overview..................................... 137
Request Objects..................................................... 137
Table of Contents 7
SiperianRequest Class.............................................. 137
Response Objects.................................................... 138
SiperianResponse Class............................................. 138

Informatica MDM Tutorials

Informatica MDM Overview Guide

Informatica MDM Resource Kit Guide

Informatica MDM Upgrading from Version 9.6.1