Informatica 8.6.1 to 9.0.1 Hotfix2 Upgrade on Linux

Ø Upgrade Informatica 8.6.1 to 9.0.1Hotfix2 on Linux

Upgrade Informatica 8.6.1 to 9.0.1Hotfix2 on Linux

1.   Upgrade Process

The upgrade consists of the following phases:

Upgrading the domain and server files. To upgrade the domain and server files, 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 has multiple nodes, you must upgrade on all the nodes.

Upgrading the application services. After you upgrade the domain and server files, log in to the Administrator tool and upgrade the application services. The service upgrade wizard provides a list of all application that must be upgraded. It upgrades the services based on the order required by the dependent objects.

Upgrading the Informatica client. To upgrade the Informatica client, run the Informatica client installer and select the upgrade option. If the client is installed on multiple machines, upgrade the client on all machines.

2.   Upgrade Tasks

To upgrade PowerCenter, complete the following tasks:

1. Complete the pre-upgrade tasks for the domain and server files to ensure that you can successfully run the installer.

2. Upgrade Informatica domain and server files. Use the server installer to upgrade Informatica domain and upgrade the server files on each node. If the domain contains multiple nodes, upgrade a gateway node before you upgrade the worker nodes. After you upgrade the first gateway node, verify that the upgrade was successful before you upgrade the other nodes in the domain.

3. Complete the pre-upgrade tasks for the application services(Repository service  and Integration service).

4. Upgrade the application services. After installation, log in to the Administrator tool and upgrade the application services.

5. Upgrade the PowerCenter Client. Use the client installer to upgrade the Informatica client.

6. Perform the post-upgrade tasks.

3.   Pre-Upgrade Tasks/Pre requisites for upgrade

1.     The following table describes the minimum system requirements for a domain with different node configurations

2.     Temporary Disk Space Requirements

The installer writes temporary files to the hard disk. When the installation completes, the installer deletes the temporary files and releases the disk space.When the installation completes, the installer deletes the temporary files and releases the disk space.

The following table describes the temporary disk space requirements during installation

3.    Set the open_cursors parameter to 1000

1. SQL> SHOW parameter open_cursor;

2.  

3. NAME                                 TYPE        VALUE

4. ------------------------------------ ----------- ------------------------------

5. open_cursors                         integer     300

6. SQL> ALTER system SET open_cursors=1000;

7.  

8. System altered.

9.  

10.   SQL>  ALTER system SET open_cursors=1000 SCOPE=BOTH;

11.    

12.   System altered.

13.    

14.   SQL> SHOW parameter open_cursors;

15.    

16.   NAME                                 TYPE        VALUE

17.   ------------------------------------ ----------- ------------------------------

18.   open_cursors                         integer     1000

 

NB: The above Operation can be performed only by SYS user

4.    Database user account:

Informatica Repository user and domain user must have CONNECT, RESOURCE, and CREATE VIEW privileges.

Since it is upgrade it will already have but if it is a fresh installation please use the below steps:

For Oracle, you must perform the following instruction:

CREATE USER POW_REP IDENTIFIED BY POW_REP 

DEFAULT tablespace users

TEMPORARY tablespace temp

quota unlimited ON users;

GRANT CONNECT, resource, CREATE VIEW TO POW_REP;

CREATE USER POW_DOM IDENTIFIED BY POW_DOM 

DEFAULT tablespace users

TEMPORARY tablespace temp

quota unlimited ON users;

GRANT CONNECT, resource, CREATE VIEW, SELECT ANY dictionary TO POW_DOM;

5.     Port

Verify that the port numbers are available on the machines where you install Informatica Services.

[root@di-obia-01 ~]# netstat -tulpn|grep 6005

The installer validates the port numbers that you specify to ensure that there will be no port conflicts in the domain.

6.    File Descriptor

Informatica service processes can use a large number of files. Set the Linux - File Descriptor (Open Files dictionary) limit per process to 3000 or higher.

In the file /etc/security/limits.conf, add this line:

# PowerCenter

powercenter    hard   nofile    3001

powercenter    soft   nofile    2500

And verify with the ulimit function logged as the powercenter system user account:

[powercenter@di-obia-01 ~]$ ulimit -Hn

3001

7.     Copy the installable  to a location in the box:

In order to give permission to the installable go to the location of installable and then:

chmod -R 744 /tmp/powercenter901/install.sh

8.    Setting up display:

su root

xhost +SI:localuser:oracle

9.     Installation directory and Permission

Create new directory to hold the new version of informatica .In my case I created a folder called Infa 9.In order to give the appropriate permissions give the following commands after making the new directory:

                               mkdir -p      /home/oracle/Infa9      //makes directory

 

chown -R oracle /home/oracle 

chown -R oracle /home/oracle/Infa9   //gives the ownership to the user called Oracle which is highlighted

chmod -R 775 /home/oracle

chmod -R 775 /home/oracle/Infa9

GRANT CONNECT, resource, CREATE VIEW, SELECT ANY dictionary TO POW_DOM1;

10.                             Change the permission of the file install.sh to execute

chmod -R 744 /tmp/powercenter901/install.sh

 

11.  Verify Environment Variables(Very very Important step)

Configure the environment variables to work with the Informatica installation. Incorrectly configured environment variables can cause the Informatica installation to fail.The installer appends file paths required by Informatica to the PATH environment variable. Verify that the length of the PATH environment variable does not exceed the system limits and that the variable does not contain double quotes.On UNIX/LINUX, create the environment variables with the system user account that you will use for installation. Log in with the account that you plan to use to install Informatica, and then create the environment variables.

a.     Locale Environment Variables

 

Use LANG and LC_ALL to set the UNIX code page for the installer.

Set the LANG and LC_ALL environment variables to the following values for the English language that you use:

Language    Value

English           C

After you install, update the locale setting to one that is compatible with the code page of the repository.

b.     JRE_HOME

 

If you install Informatica Services on a machine with 32-bit or 64-bit SUSE Linux or Linux EMT64 operating system, clear the JRE_HOME environment variable before you start the installation.

.

c.      Clear Environment Variables

 

Clear environment variables from previous Informatica versions before you upgrade.

Incorrectly configured environment variables can cause the domain or nodes to fail to start or can cause connection problems between Informatica clients and the domain.

Clear PATH statements

Verify that the existing environment variables do not contain earlier versions of Informatica in the PATH or library path environment variables and that the path does not contain double quotes.

Clear INFA_HOME

Designates the Informatica installation directory.

Clear INFA_DOMAINS_FILE

Designates the location of domains.infa on the machine where you install the Informatica server components or the Informatica clients.

In short my environment variables entries were as given below:

export INFA_JAVA_OPTS=-Xmx1024m

export INFA_HOME=/home/oracle/Infa9

export INFA_DOMA/home/oracle/Informatica/PowerCenter8.6.1/domains.infa

export INFA_DOMAINS_FILE=/home/oracle/Infa9/domains.infa

export INFA_CMD_STYLE=8

12.                              Back Up the Domain

Before you upgrade the domain, you must back up the domain.

Complete the following steps to back up the domain:

Run the infasetup BackupDomain command to back up the domain configuration repository to a file.

My example command:

[oracle@racinfaserver server]$ ./infasetup.sh backupdomain -da racinfaserver:1521 -du POW_DOM1 -dp POW_DOM1 -dt Oracle -ds

orcl.localdomain -bf domain_backup.xml -dn Domain_rac

[ICMD_10123] Successfully backed up domain [Domain_rac] to file [domain_backup.xml].

Back up the metadata configuration files to any directory accessible by the machines where you install Informatica.

13.   Back Up the Repository

 

To back up a PowerCenter repository, select the service in the Administration Console and on the Actions list select Backup Contents.A backup file with the extension .rep will be created.

14.  Shut Down the Domain

You must shut down the domain before you upgrade it.

To shut down the domain, stop the Informatica service process on each node in the domain.

You can stop the Informatica service process on each node by the following  methods:

To stop Informatica on UNIX, you use the infaservice command.

By default, the infaservice executable file is installed in the following directory:

/tomcat/bin

Enter the following command to stop the daemon:

./infaservice.sh  shutdown after navigating to the above mentioned path.

15.Ensure that the db and listener services are up

4.   Steps for Upgrade process :

1.       Upgrade Informatica Domain

After navigating to the install.sh file run it after ensuring proper GUI is setup in order to launch the universal installer.

 

a. On the first page opt Upgrade.

b. Click on Next ; then a couple of pages on prerequisite check will be coming

c. In one page it will prompt to enter the older installation location of Informatica and new to be installed location of informatica

d. After that step even though the domain has been shut down a prompt as given below will come:

Never mind and click ok J.

e. After the next summary screen click on install and after sometime the below screen appears.

f. The below screen enables you to select the port that you want to use.

2.       Upgrade Application Services

Before upgrading the services there are 2 pre-requisite steps:

1. Configure environment variables – Set INFA_DOMAINS_FILE and INFA_HOME to point ot the new installation

2. Clear your browser cache

To upgrade the servcies use the Informatica Administration console. The new URL to access the console is:

http://:8002/administrator

In the top right corner is a ‘Manage’ menu. Use this to access the Upgrade Wizard:

This will prompt for the service to upgrade. You need to select your Repository Service here and then supply the username and password for the Repository. This will then upgrade the service:

After the upgrade the repository will be in Exclusive mode – this needs resetting to Normal mode. You will also need to restart the Integration

Service as I found this hadn’t started correctly.

After upgrading the Domain and the Repository service its wise to ensure settings from the original install have been migrated, so check (and

change if necessary):

1. Source and Lookup files have been moved to the SrcFiles and LkpFiles directories under the new INFA_HOME directory

2. ValidateDataCodePages variable is set to ‘No’ in the Integration Service configuration properties

3. Custom properties (ServerPort and overrideMpltVarWithMapVar) are still set correctly as per original install

4. The Repository Admin user is in the Native Security group.