(Version 9.6.0) Informatica B2B Data Transformation Documentation... · 2016-07-24 · PowerMart,...

Informatica B2B Data Transformation (Version 9.6.0)

Installation and Configuration Guide

Informatica B2B Data Transformation Installation and Configuration Guide

Version 9.6.0January 2014

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Part Number: DT-ING-96000-0001

Table of Contents

Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 1: Installation and Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Data Transformation Installation and Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Data Transformation Installation Task List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Data Transformation Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Chapter 2: Before You Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Overview of Pre-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

License Key. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Back Up Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Before You Install Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Install Java Development Kit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Review the Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Verify the Minimum System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Create a System User Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Set Up the X Window Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Before You Install Data Transformation Studio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Verify the Minimum System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Verify System User Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Verify the Third Party Software Required by Data Transformation Studio. . . . . . . . . . . . . . . . 9

Enabling .NET Framework 3.5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 3: Data Transformation Engine Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . 10Data Transformation Engine Installation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Installing Data Transformation Engine in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Installing Data Transformation Engine in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Installing Data Transformation Engine in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Table of Contents i

Chapter 4: Data Transformation Studio Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Data Transformation Studio Installation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing Data Transformation Studio in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing Data Transformation Studio in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Creating the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 5: After You Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Post-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Installing a License File for Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Verifying Installation of the License File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Resetting the Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Initializing the Data Transformation Engine Environment Variables. . . . . . . . . . . . . . . . . . . . . . 18

Setting the LD_PRELOAD Environment Variable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Updating the Windows Registry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Configuring the Server Path. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Running a Previous Version of Data Transformation on Windows . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 6: Data Transformation Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Data Transformation Upgrade Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Data Transformation Upgrade Paths. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Data Transformation Engine Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Before You Upgrade Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Upgrading Data Transformation Engine in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . 25

Upgrading Data Transformation Engine in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . 25

Upgrading Data Transformation Engine in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . 26

After You Upgrade Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Data Transformation Studio Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Before You Upgrade Data Transformation Studio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Upgrading Data Transformation Studio in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . 29

Upgrading in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

After You Upgrade Data Transformation Studio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configuring Data Transformation for 64-Bit Web Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configuring Data Transformation for .NET API on 64-Bit Windows 2008 Server or Windows 7 Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 7: Data Transformation Uninstallation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Data Transformation Uninstallation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Before You Uninstall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Running the Uninstaller. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Running the Uninstaller on UNIX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Running the Uninstaller on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

ii Table of Contents

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Table of Contents iii

PrefaceThe Data Transformation Installation and Upgrade Guide is written for system administrators and users who are responsible for installing the Data Transformation software and maintaining or configuring its operation. It contains instructions and information for Linux, UNIX, and Windows platforms.

Informatica Resources

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technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through email at [email protected].

Informatica Support YouTube ChannelYou can access the Informatica Support YouTube channel at http://www.youtube.com/user/INFASupport. The Informatica Support YouTube channel includes videos about solutions that guide you through performing specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel, contact the Support YouTube team through email at [email protected] or send a tweet to @INFASupport.

Informatica MarketplaceThe Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions available on the Marketplace, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at http://www.informaticamarketplace.com.

Informatica VelocityYou can access Informatica Velocity at http://mysupport.informatica.com. Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at [email protected].

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support.

Online Support requires a user name and password. You can request a user name and password at http://mysupport.informatica.com.

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/.

Informatica Resources 5

mailto:[email protected]

http://www.youtube.com/user/INFASupport

http://www.informaticamarketplace.com



http://www.informatica.com/us/services-and-training/support-services/global-support-centers/

6

C H A P T E R 1

Installation and Upgrade Overview

This chapter includes the following topics:

• Data Transformation Installation and Upgrade, 1

• Data Transformation Upgrade, 2

Data Transformation Installation and UpgradeYou can install Data Transformation as a standalone product. If you are installing Data Transformation as a standalone product, refer to the steps in this guide to perform the installation. You can also install Data Transformation with the Informatica platform.

The Data Transformation service installation installs Data Transformation Engine. Run the server installer multiple times to install Data Transformation Engine on more than one machine.

The Data Transformation client installation installs Data Transformation Studio, along with document processors, Eclipse, and a local copy of Data Transformation Engine and the repository. If you have an existing Eclipse installation, you can install the Data Transformation client to use the existing application. Install Data Transformation Studio to use the graphical environment to design and configure transformations. Run the client installer multiple times to install Data Transformation Studio on more than one machine.

Before you install Data Transformation, review the requirements and pre-installation tasks. Verify that the machine where you install Data Transformation meets the requirements for the installation. The Data Transformation Engine and Data Transformation Studio installations must be the same versions. After you install Data Transformation, complete the post-installation and configuration tasks.

If you have Data Transformation 9.0.1 or an earlier version installed on your machine, uninstall Data Transformation before you perform the installation. If you have Data Transformation 9.1.0, you can upgrade to Data Transformation 9.5.1.

Data Transformation Installation Task ListTo install Data Transformation Engine, complete the following tasks:

1. Complete the pre-installation tasks. Complete the pre-installation tasks to ensure that you can successfully run the installers.

2. Install the Informatica services to install Data Transformation Engine on one or more Windows or UNIX machines.

1

3. Install the Informatica clients to install Data Transformation Studio, along with document processors, Eclipse, and a local copy of Data Transformation Engine and the repository. You can install Data Transformation Studio on one or more Windows machines.

4. Perform the post-installation tasks.

Data Transformation UpgradeIf you have Data Transformation 9.1.0 installed on your machine, you can upgrade to Data Transformation 9.5.1. After you upgrade to Data Transformation 9.5.1, you can install other Informatica 9.5.1 platform products, including Data Explorer, Data Quality, Data Services, and PowerCenter. Refer to the steps in this guide to perform the upgrade from Data Transformation 9.1.0 to Data Transformation 9.5.1.

2 Chapter 1: Installation and Upgrade Overview

C H A P T E R 2

Before You InstallThis chapter includes the following topics:

• Overview of Pre-Installation Tasks, 3

• Before You Install Data Transformation Engine, 5

• Before You Install Data Transformation Studio, 9

Overview of Pre-Installation TasksBefore you install Data Transformation, set up the machine to meet the requirements to run the installation. If the machine where you install Data Transformation Engine is not configured correctly, the installation can fail.

The installation requires a license key from Informatica. Ensure that you have the key.

If you have Data Transformation 9.0.1 or an earlier version installed on your machine, uninstall Data Transformation before you perform the installation.

If you are installing Data Transformation on AIX or HP-UX, install a supported version of Java Development Kit (JDK).

License KeyBefore you install the software, verify that you have the license key available. You can get the license key in the following ways:

• Installation DVD. If you receive the Informatica installation files in a DVD, the license key file is included in the Informatica License Key CD.

• FTP download. If you download the Informatica installation files from the Informatica Electronic Software Download (ESD) site, the license key is in an email message from Informatica. Copy the license key file to a directory accessible to the user account that installs the product.

Contact Informatica Global Customer Support if you do not have a license key.

Back Up Data TransformationThe Informatica installation overwrites the Data Transformation configuration file. Before you install the Informatica services or clients, back up the essential Data Transformation files.

3

Back Up the Data Transformation FilesBefore you install a new version of Data Transformation, you must back up the Data Transformation files that were created under previous versions.

The following table lists the files or directories that you must back up:

File or Directory Default Location

Workspace(Data Transformation client only)

C:\Documents and Settings\<user>\My Documents\Informatica\DataTransformation\<version_number>\workspace

Repository <INSTALL_DIR>/DataTransformation/ServiceDB

Custom Global Components directory (TGP files)

<INSTALL_DIR>/DataTransformation/autoInclude/user

Custom Global Components directory (DLL and JAR files)

<INSTALL_DIR>/DataTransformation/externLibs/user

Configuration file <INSTALL_DIR>/DataTransformation/CMConfig.xml

License file <INSTALL_DIR>/DataTransformation/CDELicense.cfg

Library files <INSTALL_DIR>/DataTransformation/Libraries

Library files The following files under <INSTALL_DIR>/DataTransformation/eclipse3_3/plugins:- com.informatica.libeditor.compare_<version>.jar- com.informatica.libeditor.DigesterWrap_<version>.jar- com.informatica.libeditor.gen_wiz_<version>.jar- com.informatica.libeditor.launcher_<version>.jar- com.informatica.libeditor.run_validations_<version>.jar- com.informatica.libeditor_<version>.jar- All other plugins with names that start with com.informatica.libeditor_

SWIFT library files com.informatica.libeditor.BicLookup_<version>.jar

FpML or SEPA library files

- com.informatica.libeditor.propertypages_<version>.jar- com.informatica.libeditor_xsd_<version>.jar

Uninstalling Previous Versions of Data TransformationThe installer cannot upgrade Data Transformation directly from 9.0.1 or previous versions.

If you have Data Transformation 9.0.1 or previous versions installed, you must uninstall it before you install the current version.

1. Close all applications that use Data Transformation services.

2. If you are uninstalling version 9.x, uninstall all libraries.

3. To run the uninstaller, in the Windows Control Panel, select Add or Remove Programs or Programs and Features, depending on the Windows operating system version, and then select the option to remove Data Transformation.

The Uninstallation window appears.

4 Chapter 2: Before You Install

4. Click Uninstall.

The system prompts you to shut down all services.

5. Click Continue.

Data Transformation files are removed from the computer, essential customer customized files are backed up in the <INSTALL_DIR>/DataTransformation_<VERSION>_Backup directory, and the system displays the following message:Uninstallation completed.Note: There is no log file containing the details of the uninstall operation.

6. Click Done.

7. When the uninstallation is complete, move the <INSTALL_DIR>/DataTransformation_<VERSION>_Backup directory, and then delete the installation directory and all files remaining in it.

Before You Install Data Transformation EngineBefore you install Data Transformation Engine, complete the following tasks:

• Review the environment variables.

• Verify the system requirements.

• Create a system user account to run the installer.

• Set up the X Window server.

Install Java Development KitIf you are installing Informatica on AIX or HP-UX install a supported version of Java Development Kit (JDK).

• For AIX: http://www.ibm.com/developerworks/java/jdk/aix/service.html#java6

• For HP-UX: https://h20392.www2.hp.com/portal/swdepot/displayProductInfo.do?productNumber=HPUXJDKJRE60

The software available for download at the referenced links belongs to a third party or third parties, not Informatica Corporation. The download links are subject to the possibility of errors, omissions or change. Informatica assumes no responsibility for such links and/or such software, disclaims all warranties, either express or implied, including but not limited to, implied warranties of merchantability, fitness for a particular purpose, title and non-infringement, and disclaims all liability relating thereto.

Review the Environment VariablesSet the environment variables before you install Data Transformation. The following table describes the environment variables to review on UNIX:

Before You Install Data Transformation Engine 5

http://www.ibm.com/developerworks/java/jdk/aix/service.html#java6

https://h20392.www2.hp.com/portal/swdepot/displayProductInfo.do?productNumber=HPUXJDKJRE60

Review the Environment Variables on WindowsThe following table describes environment variables to review on Windows:

Variable Description

IATEMPDIR Location of the temporary files created during installation. Informatica requires 1 GB disk space for temporary files.Configure the environment variable if you do not want to create temporary files in the default drive.

PATH 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.

Review the Environment Variables on UNIXThe following table describes environment variables to review on UNIX:


LD_PRELOAD If you are installing Data Transformation Engine on HP-UX, unset the LD_PRELOAD environment variable.

IATEMPDIR Location of the temporary files created during installation. Informatica requires 1 GB disk space for temporary files.Configure the environment variable if you do not want to create temporary files in the /tmp directory.

PATH The installer appends file paths required by Informatica to the PATH environment variable.

JRE_HOME If you install the Data Transformation 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.

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 C for the English language.For example,- setenv LANG C- setenv LC_ALL CAfter you install, update the locale setting to one that is compatible with the code page of the repository.

INFA_JDK_HOME Location of the folder containing the supported Java Development Kit (JDK). Set the INFA_JDK_HOME environment variable if you are installing Data Transformation on AIX or HP-UX.In the configuration file for your shell, for example the .bashrc file, set the INFA_JDK_HOME environment variable to the directory that contains the JDK. Verify that the login shell can access the INFA_JDK_HOME environment variable.


Verify the Minimum System RequirementsYou can install Data Transformation Engine and Data Transformation Studio on the same node. If you install Data Transformation in an environment with multiple nodes, you can install Data Transformation Engine on one node and install and run Data Transformation Studio on separate nodes.

Verify the Minimum System Requirements on WindowsThe following table lists the minimum system requirements for the Data Transformation installation on Windows:

Component Processor RAM Disk Space

Data Transformation Engine

1 CPU 512 MB 502 MB

Data Transformation Studio

2 CPU 1024 MB 1210 MB

The installer writes temporary files to the hard disk. Verify that you have enough available disk space on the machine to support the installation. When the installation completes, the installer deletes the temporary files and releases the disk space.

The following table lists the temporary disk space requirements during installation:

Product Disk Space

Installer 1 GB

Data Transformation 500 MB

Verify the Minimum System Requirements on UNIXThe following table lists the minimum system requirements for the Data Transformation installation on UNIX:



1 CPU 512 MB 756 MB



Product Disk Space

Installer 1 GB


Before You Install Data Transformation Engine 7

Create a System User AccountCreate a system user account to perform the installation and to run the Informatica service.

Create a System User Account on WindowsVerify that the user account that you use to install the Informatica services has write permission on the installation directory and write permission to the Windows registry.

You can install Informatica with the user account logged in to the machine and run it under another user account. You can create a local account or a domain account to install Informatica or run the Informatica Windows service.

The user accounts require the following permissions to run the installer or to run the Informatica Windows service:

• Logged in user account. The user account must be a member of the Administrators group and have the Log on as a service permission. Log in with this user account before you install Informatica.

• Another user account. The user account must be a member of the Administrators group and have Log on as a service and Act as operating system permissions. You do not have to log in with this user account before you install Informatica. During installation, you can specify the user account to run the Informatica Windows service.

Create a System User Account on UNIXCreate a user account specifically to run the Informatica daemon.

Verify that the user account you use to install Informatica has write permission on the installation directory.

Set Up the X Window ServerWhen you run the installer in graphical mode, you must use a graphics display server. On UNIX, the graphics display server is typically an X Window server. If you do not have the X Window server installed on the machine where you want to install the product, you can run the installer using an X Window server installed on another machine. Use the DISPLAY variable to redirect output of the X Window server to another UNIX machine.

The following table lists the commands to set the DISPLAY environment variable:

Shell Command Example

C setenv DISPLAY <TCP/IP node of XWindow server>:0 setenv DISPLAY 10.1.50.23:0

Bash/Korn export DISPLAY=”<TCP/IP node of XWindow server>:0” export DISPLAY=”10.1.50.23:0”

Bourne DISPLAY=”<TCP/IP node of XWindow server>:0”export display

DISPLAY=”10.1.50.23:0”export display

If you do not know the IP address of a UNIX machine where the X Window server is installed, ask your network administrator. For more information about redirecting the DISPLAY variable, see the documentation from the UNIX vendor.

If the X Window server does not support the font that the installer uses, the installer can display incorrect labels on the buttons.


Before You Install Data Transformation StudioBefore you install Data Transformation Studio, complete the following tasks:

• Verify the minimum system requirements.

• Verify system user account.

• Verify required third party software.

Verify the Minimum System RequirementsYou can install all Informatica client tools on the same machine or on separate machines. You can also install the clients on multiple machines. The requirements for the Informatica clients depend on the client tools you install.

The following table lists the minimum system requirements to run the Informatica client tools:

Client Processor RAM Disk Space

PowerCenter Client 1 CPU 512 MB 1.6 GB

Informatica Developer 1 CPU 512 MB 2.5 GB

Data Transformation Studio 1 CPU 512 MB 708 MB

Verify System User AccountVerify that the user account that you use to install Data Transformation Engine has write permission on the installation directory and Windows registry.

Verify the Third Party Software Required by Data Transformation Studio

If you are installing Data Transformation Studio on an existing Eclipse installation, verify that you have Eclipse version 3.3 or 3.4 installed.

Verify that .NET Framework 3.5 is enabled before you install the Developer. If .NET Framework 4 and up is enabled instead, you must also enable .NET Framework 3.5.

Enabling .NET Framework 3.5If .NET Framework 3.5 is not enabled, you must enable it before you install the Data Transformation Studio.

1. In the Windows Control Panel, select Programs and Features.

2. In the left panel, select Turn Windows features on or off.

3. Select Microsoft .NET Framework 3.5. The version may appear as 3.5.1 or another minor version.

4. Click OK.

Before You Install Data Transformation Studio 9

C H A P T E R 3

Data Transformation Engine Installation


• Data Transformation Engine Installation Overview, 10

• Installing Data Transformation Engine in Graphical Mode, 10

• Installing Data Transformation Engine in Console Mode, 11

• Installing Data Transformation Engine in Silent Mode, 12

Data Transformation Engine Installation OverviewYou can install Data Transformation Engine on a Windows or UNIX machine. On Windows, you can run the installer in graphical or silent mode. On UNIX, you can run the installer in graphical, console, or silent mode.

Complete the pre-installation tasks to prepare for the installation. You can install Data Transformation Engine on multiple machines.

Install Data Transformation Engine from a DVD or from the root of the directory where you download the installation files. On Windows, the length of the entire installation directory path, including the zip file name, must be 60 characters or less. On UNIX, use native tar or GNU tar to extract the installer files. The user that runs the installer must have read and write permissions on the installer files directory and execute permissions on install.sh.

Installing Data Transformation Engine in Graphical Mode

1. Verify that your environment meets the minimum system requirements, and complete the pre-installation tasks.

2. Log in to the machine with a system user account.

3. Close all other applications.

4. To begin the installation on Windows, run install.bat from the root directory.

10

To begin the installation on UNIX, use a shell command line to run install.sh from the root directory, and then select the option for graphical mode installation.

5. Select Install or upgrade Data Transformation engine only.

6. Click Start.

7. Select Install Informatica Data Transformation.

The Installation Pre-requisites page displays the installation requirements. Verify that all requirements are met before you continue the installation.

8. Click Next.

9. Enter the absolute path for the installation directory.

The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; '

On Windows, the installation directory path must be on the machine where you are installing Data Transformation Engine.

10. Click Next.

11. In the Pre-installation Summary page, review the installation information, and click Install to continue.

The installer copies the Informatica files to the installation directory.

12. Click Next.

The Post-Installation Summary page indicates whether the installation completed successfully. It also shows the status of the installed components and their configuration.

13. Click Done.

You can view the installation log files to get more information about the tasks performed by the installer and to view configuration properties for the installed components.

Installing Data Transformation Engine in Console Mode

1. Verify that your environment meets the minimum system requirements, and complete the pre-installation tasks.

2. Log in to the machine with a system user account.


4. On a shell command line, run the install.sh file located in the root directory.

The installer displays the message to verify that the locale environment variables are set.

5. If the environment variables are not set, enter N to exit the installer and set them as required.

If the environment variables are set, enter Y to continue.

6. Enter 2 to install or upgrade Data Transformation Engine and then enter Y to continue.

7. Enter C for console mode installation.

8. Enter 1 to install Data Transformation Engine.

9. Enter the path for the installation directory or press Enter to use the default directory.

The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; '

Installing Data Transformation Engine in Console Mode 11

10. Review the installation information and press Enter to install Data Transformation.

The Post-installation Summary indicates whether the installation completed successfully. You can view the installation log files to get more information about the tasks performed by the installer and to view configuration properties for the installed components.

11. Press Enter.

Installing Data Transformation Engine in Silent ModeTo install Data Transformation Engine without user interaction, install in silent mode.

Use a properties file to specify the installation options. The installer reads the file to determine the installation options. You can use silent mode installation to install Data Transformation Engine on multiple machines on the network or to standardize the installation across machines.

Copy the installation files to the hard disk on the machine where you plan to install Data Transformation Engine. If you install on a remote machine, verify that you can access and create files on the remote machine.

To install in silent mode, complete the following tasks:

1. Create the installation properties file and specify the installation options.

2. Run the installer with the installation properties file.

Creating the Properties FileInformatica provides a sample properties file that includes the parameters that are required by the installer. You can customize the sample properties file to specify the options for your installation. Then run the silent installation.

The sample installation properties file is named SilentInput.properties and is located in the root directory of the installation DVD or the installer download location. After you customize the file, re-save it with the file name SilentInput.properties.

1. Go to the root of the directory that contains the installation files.

2. Find the file named SilentInput_DT.properties.

Back up the file before you modify it.

3. Use a text editor to open the file and modify the values of the installation parameters.

The following table describes the installation parameters that you can modify:

Property Name Description

INSTALL_TYPE Indicates whether to install or upgrade Data Transformation. If the value is 0, the installer performs a fresh installation of Data Transformation. If the value is 1, the installer upgrades a previous version of Data Transformation.

USER_INSTALL_DIR Absolute path for the installation for the installation directory. The directory names in the path must not contain spaces or the following special characters: @ | * $ # ! % ( ) { } [ ] , ; '

4. Save the properties file with the name SilentInput.properties.

12 Chapter 3: Data Transformation Engine Installation

Running the Silent InstallerAfter you create the properties file, open a command window to start the silent installation.

1. Open a command window.

2. Go to the root of the server installer directory.

3. Verify that the directory contains the file SilentInput.properties.

4. To run the silent installation, double click the file silentinstall.bat.

The silent installer runs in the background. The silent installation is complete when the Informatica_<Version>_Services_InstallLog.log file is created in the installation directory.

The silent installation fails if you incorrectly configure the properties file or if the installation directory is not accessible. If the installation fails, view the installation log files and correct the errors. Then run the silent installer again.

Installing Data Transformation Engine in Silent Mode 13

C H A P T E R 4

Data Transformation Studio Installation


• Data Transformation Studio Installation Overview, 14

• Installing Data Transformation Studio in Graphical Mode, 14

• Installing Data Transformation Studio in Silent Mode, 15

Data Transformation Studio Installation OverviewThe Data Transformation client installation installs Data Transformation Studio, along with document processors, Eclipse, and a local copy of the Data Transformation Engine and repository.

You can install the Data Transformation Studio on Windows. You can install on multiple machines in graphical or silent mode.

Install Data Transformation Studio from a DVD or from the root of the directory where you download the installation files. On Windows, the length of the entire installation directory path, including the zip file name, must be 60 characters or less.

Installing Data Transformation Studio in Graphical Mode

If you encounter problems when you run the install.bat file from the root directory, run the following file:

<InformaticaInstallationDir>/client/install.exeTo install in graphical mode:


2. Run install.bat from the root directory.

3. Select Install Informatica 9.5.1 Clients and click Next.

The Installation Pre-requisites page displays the system requirements. Verify that all installation requirements are met before you continue the installation.

14

4. Click Next.

On the Application Client Selection page, select Data Transformation Studio.

5. On the Installation Directory page, enter the absolute path for the installation directory.

The installation directory must be on the current computer. The directory names in the path must not contain spaces or the dollar sign ($). The maximum length of the path must be less than 260 characters.

• Click Next.

The Data Transformation Studio Configuration page appears.

6. Enter the Data Transformation Studio Configuration information:

Option Description

Install Data Transformation and a standalone copy of Eclipse

Installs Data Transformation Studio and Eclipse.

Install Data Transformation on an existing Eclipse installation

installs Data Transformation Studio and connects it to an existing Eclipse installation on your local machine. Enter the absolute path to the existing eclipse.exe file.

7. Click Next.

8. On the Pre-Installation Summary page, review the installation information, and click Install.

The installer copies the Informatica client files to the installation directory.

The Post-installation Summary page indicates whether the installation completed successfully.

9. Click Done.

You can view the installation log files to get more information about the tasks performed by the installer.

Installing Data Transformation Studio in Silent ModeTo install Data Transformation Studio without user interaction, install in silent mode using a properties file that contains the installation options. The Informatica client installer reads the file to determine the installation options.

Use the silent mode installation to install Data Transformation Studio on multiple machines on the network or to standardize the installation across machines.

Copy the installation files to the hard disk on the machine where you plan to install Data Transformation Studio. If you install on a remote machine, verify that you can access and create files on the remote machine.

To install in silent mode, complete the following tasks:

1. Create the installation properties file and specify the installation options in the properties file.

2. Run the installer with the installation properties file.

Creating the Properties FileInformatica provides a sample properties file that includes the properties required by the installer. Customize the sample properties file to create a properties file and specify the options for your installation. Then run the silent installation.

Installing Data Transformation Studio in Silent Mode 15

The sample silentinput.properties is located in the root directory of the DVD or the installer download location.

1. Go to the root of the directory where you download the Data Transformation Studio installation files.

2. Locate the sample SilentInput.properties file.


3. Use a text editor to open and modify the values of the properties in the file.

The following table describes the installation properties that you can modify:


INSTALL_TYPE Indicates whether to install or upgrade the Informatica client tools. If the value is 0, the installer performs a fresh installation of Data Transformation studio.To upgrade from a previous version of Data Transformation Studio, set the value to 1.

USR_INSTALL_DIR Directory in which to install the new version of Data Transformation Studio.

DXT_COMP Indicates whether to install Informatica Developer. Set DXT_COMP=0.

CLIENT_COMP indicates whether to install PowerCenter Client. Set CLIENT_COMP=0.

DT_COMP DT_COMP Indicates whether to install Data Transformation Studio. Set DT_COMP=1.

NEW_ECLIPSE_SELECTION

Indicates whether to install the copy of Eclipse that is bundled with the installer or use an Eclipse development environment that is already installed on your machine.If the value is 0, the installer installs Data Transformation Studio and connects it to an existing Eclipse installation on your local machine. Set the ECLIPSE_LOCATION property.If the value is 1, the installer installs Data Transformation Studio and Eclipse. Default is 1.

ECLIPSE_LOCATION Required if NEW_ECLIPSE_SELECTION=0.Absolute path of the existing eclipse.exe file.

4. Save the properties file.

Running the Silent InstallerAfter you create the properties file, open a command window to start the silent installation.


2. Go to the root of the client installer directory.

3. Verify that the directory contains the file SilentInput.properties.

4. To run the silent installation, double click the file silentInstall.bat.

The silent installer runs in the background. The silent installation is complete when the Informatica_<Version>_Client_InstallLog.log file is created in the installation directory.

The silent installation fails if you incorrectly configure the properties file or if the installation directory is not accessible. If the installation fails, view the installation log files and correct the errors. Then run the silent installer again.

16 Chapter 4: Data Transformation Studio Installation

C H A P T E R 5

After You InstallThis chapter includes the following topics:

• Post-Installation Tasks, 17

• Installing a License File for Data Transformation Engine, 18

• Resetting the Environment Variables, 18

• Initializing the Data Transformation Engine Environment Variables, 18

• Setting the LD_PRELOAD Environment Variable, 19

• Updating the Windows Registry, 19

• Configuring the Server Path, 19

• Running a Previous Version of Data Transformation on Windows , 19

Post-Installation TasksAfter installation, configure the environment for the new installation. Perform the post-installation tasks to ensure that the domain and services run properly.

Complete the following tasks:

• Install the license file for Data Transformation Engine.

• Reset the environment varabiles.

• Initialize the environment variables.

• Set the LD_PRELOAD environment variable.

• Configure Data Transformation for 32-bit .NET API on Windows 7.

• Update the Windows registry.

• Configure the server path.

17

Installing a License File for Data Transformation Engine

Use this procedure for a standalone installation of Data Transformation Engine without Informatica Services.

1. Verify that you have write permissions for the Data Transformation installation directory.

2. Copy the CDELicense.cfg file to the installation directory.

Note: If you are upgrading from ContentMaster, contact Informatica for a new license file. Itemfield ContentMaster license files are not valid for Data Transformation.

Verifying Installation of the License File1. Open a command prompt.

2. Enter the following command: CM_console -v

If the license file is installed, the following information appears:

• License file path

• Expiration date

• Maximum CPUs

• Maximum services

• Licensed components

Resetting the Environment VariablesIf you installed Data Transformation on a Windows 64-bit machine, reset the environment variables.

1. On your desktop, right-click the Computer icon, and then click Properties.

The System Properties dialog box appears.

2. Click the Advanced tab, and then click Environment Variables.

The Environment Variables dialog box appears.

3. Click OK, and then close the System Properties dialog box.

Note: You can also reboot your Windows machine or log out and then log in again.

Initializing the Data Transformation Engine Environment Variables

If you installed a standalone version of Data Transformation Engine, run the setEnv.bat or setEnv.sh command to set the default values for the Data Transformation Engine environment variables.

• To initialize the Data Transformation Engine environment variables on Windows, run setEnv.bat from the <InformaticaInstallationDir>/DataTransformation directory.

18 Chapter 5: After You Install

• To initialize the Data Transformation Engine environment variables on UNIX, use a shell command line to run setEnv.sh from the <InformaticaInstallationDir>/DataTransformation directory.

Setting the LD_PRELOAD Environment VariableIf you installed Data Transformation on HP-UX, set the LD_PRELOAD environment variable.

Updating the Windows RegistryIf you cannot run Data Transformation Studio after you install it, log into the machine with Administrator privileges, go to the <InformaticaClientDir>/Uninstaller_Client directory, and run all of the unreg*.bat and reg*.bat files to update the Windows registry.

Configuring the Server PathIf you installed Data Transformation on AIX or HP-UX, configure the CM_Server.sh file.

In the CM_Server.sh file, set the JAVA_HOME path to the folder containing the supported Java Development Kit (JDK).

1. Go to the directory <InformaticaInstallationDir>/DataTransformation/bin.

2. Open the CM_Server.sh file in a text editor.

3. Comment the existing JAVA_HOME path. For example,#JAVA_HOME="${IFCONTENTMASTER_HOME}/../java/"

4. Set the JAVA_HOME path to the folder containing the supported Java Development Kit (JDK). For example,JAVA_HOME="${INFA_JDK_HOME}"export JAVA_HOME

Running a Previous Version of Data Transformation on Windows

If the 9.5.0 and 9.5.1 versions of the Data Transformation engine are installed on the same Windows 32 or 64-bit machine, you can run the 9.5.0 version of the engine from the command line. Copy the batch file from the 9.5.1 installation directory to the 9.5.0 installation directory.

1. Navigate to the following directory:

<9.5.1 InformaticaInstallationDir>\Clients\DT\setEnv.bat

Setting the LD_PRELOAD Environment Variable 19

2. Copy setEnv.bat to the following directory:

<9.5.0 InformaticaInstallationDir>\Clients\DT\setEnv.bat3. Run setEnv.bat.

20 Chapter 5: After You Install

C H A P T E R 6

Data Transformation UpgradeThis chapter includes the following topics:

• Data Transformation Upgrade Overview, 21

• Data Transformation Engine Upgrade, 22

• Data Transformation Studio Upgrade, 28

• Configuring Data Transformation for 64-Bit Web Services, 32

• Configuring Data Transformation for .NET API on 64-Bit Windows 2008 Server or Windows 7 Server, 32

Data Transformation Upgrade OverviewIf you have Data Transformation 9.1.0 installed on your machine, you can upgrade to Data Transformation 9.5.1. After you upgrade to Data Transformation 9.5.1, you can install other Informatica 9.5.1 platform products, including Data Explorer, Data Quality, Data Services, and PowerCenter.

If you have Data Transformation Studio 9.1.0 with other Informatica platform products installed on your machine, refer to the upgrade guide for those products.

Note: If you have Data Transformation 9.0.1 or an earlier version installed on your machine, uninstall Data Transformation and then install Data Transformation 9.5.1.

Data Transformation Upgrade PathsIf Data Transformation is installed, refer to the following table to determine the upgrade path:

Informatica Product Version Comments

Data Transformation 9.0.1 or earlier versions Uninstall the previous version of Data Transformation and then install Data Transformation 9.5.1.

Data Transformation 9.1.0 Upgrade to Data Transformation 9.5.1.

21

Data Transformation Engine Upgrade

Before You Upgrade Data Transformation EngineBefore you upgrade Data Transformation Engine, complete the following tasks:

• Install Java Development Kit.

• Review the environment variables.

• Verify the system requirements.

• Back up the Data Transformation files.

Install Java Development KitIf you are upgrading Data Transformation on AIX or HP-UX, verify that the Data Transformatio version you are upgrading to supports the version of Java Development Kit (JDK) that is installed on your machine. If you do not have a supported version of JDK installed, uninstall the current version, and then download and install the supported version.




Verify the Environment VariablesConfigure the environment variables to work with the upgrade.

Set the environment variables before you perform the upgrade. The following table describes the environment variables to review.

Verify the Environment Variables on WindowsThe following table describes environment variables to review on Windows:


IATEMPDIR Location of the temporary files created during the upgrade. Informatica requires 1 GB disk space for temporary files.Configure the environment variable if you do not want to create temporary files in the default drive.

PATH Verify that the PATH environment variables do not contain earlier versions of Informatica.

Library path Verify that the library path environment variables do not contain earlier versions of Informatica.

22 Chapter 6: Data Transformation Upgrade




INFA_HOME Contains the location of the installation directory. Clear this variable before you start the upgrade.

INFA_DOMAINS_FILE Contains the location of the domains.infa file. Clear this variable before you start the upgrade.

Verfiy the Environment Variables on UNIXThe following table describes environment variables to review on UNIX:


LD_PRELOAD If you are upgrading Data Transformation Engine on HP-UX, unset the LD_PRELOAD environment variable.

IATEMPDIR Location of the temporary files created during installation. Informatica requires 1 GB disk space for temporary files.Configure the environment variable if you do not want to create temporary files in the /tmp directory.

PATH Verify that the PATH environment variables do not contain earlier versions of Informatica.

Library path Verify that the library path environment variables do not contain earlier versions of Informatica.

JRE_HOME If you upgrade the 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 upgrade.

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 C for the English language.For example,- setenv LANG C- setenv LC_ALL CAfter you upgrade, update the locale setting to one that is compatible with the code page of the repository.

INFA_HOME Contains the location of the Informatica installation directory. Clear this variable before you start the upgrade.

INFA_DOMAINS_FILE Contains the location of the domains.infa file. Clear this variable before you start the upgrade.

INFA_JDK_HOME Location of the folder containing the supported Java Development Kit (JDK). Set the INFA_JDK_HOME environment variable if you are installing Informatica on AIX or HP-UX.In the configuration file for your shell, for example the .bashrc file, set the INFA_JDK_HOME environment variable to the directory that contains the JDK. Verify that the login shell can access the INFA_JDK_HOME environment variable.

Data Transformation Engine Upgrade 23

Verify the Minimum System RequirementsYou can install Data Transformation Engine and Data Transformation Studio on the same node. If you install Data Transformation in an environment with multiple nodes, you can install Data Transformation Engine on one node and install and run Data Transformation Studio on separate nodes.

Verify the Minimum System Requirements on WindowsThe following table lists the minimum system requirements for the Data Transformation installation on Windows:



1 CPU 512 MB 502 MB

Data Transformation Studio

2 CPU 1024 MB 1210 MB



Product Disk Space

Installer 1 GB


Verify the Minimum System Requirements on UNIXThe following table lists the minimum system requirements for the Data Transformation installation on UNIX:



1 CPU 512 MB 756 MB



Product Disk Space

Installer 1 GB



Backing Up the Data Transformation FilesBefore you upgrade to a new version of Data Transformation, you must back up the following files that were created under previous versions:

Upgrading Data Transformation Engine in Graphical ModeUse this procedure to upgrade Data Transformation Engine.

1. Verify that your environment meets the minimum system requirements, and complete the pre-upgrade tasks.

2. Log in to the machine with the same user account that you used to install the previous version.


4. To begin the upgrade on Windows, run install.bat from the root directory.

To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and then select the option for graphical mode installation.

5. Select Install or upgrade Data Transformation engine only.

6. Click Start.

The Installation Type page appears.

7. Select Upgrade to Informatica Data Transformation.

The Upgrade Directory page appears.

8. Enter the following directories:

Directory Description

Directory of the Informatica product to upgrade

Directory that contains the previous version of Data Transformation that you want to upgrade.

Directory for Informatica 9.5.1

Directory in which to install Data Transformation 9.5.1.Enter the absolute path for the installation directory. The directory cannot be the same as the directory that contains the previous version of Data Transformation. The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; '

9. Click Next.

The Pre-Installation Summary page appears.

10. Review the upgrade information, and click Install to upgrade Data Transformation.

The Post-Installation Summary window indicates whether the upgrade completed successfully. It also shows the status of the installed components and their configuration.

You can view the upgrade log files to get more information about the tasks performed by the upgrade wizard and to view the configuration of installed components.

Upgrading Data Transformation Engine in Console ModeUse this procedure to upgrade Data Transformation Engine. You can upgrade Data Transformation in console mode on UNIX.


When you run the installer in console mode, the words Quit and Back are reserved words. Do not use them as input text.

1. Log in to the machine with the same user account that you used to install the previous version.

2. Verify that your environment meets the minimum system requirements, and complete the pre-upgrade tasks.

3. On a shell command line, run the install.sh file located in the root directory.

The installer displays the message to verify that the locale environment variables are set.

4. If the environment variables are not set, enter N to exit the installer and set them as required.

If the environment variables are set, enter Y to continue.

5. Enter 2 to install or upgrade Data Transformation Engine and then enter Y to continue server installation.

6. Enter C for console mode installation.

7. Enter 2 to upgrade to Data Transformation Engine.

8. At the prompt, enter the following directories and press Enter:


Enter the directory of the Informatica product to upgrade

Directory that contains the previous version of Data Transformation that you want to upgrade.

Enter the directory for Informatica 9.5.1

Directory in which to install Data Transformation 9.5.1.Enter the absolute path for the installation directory. The directory cannot be the same as the directory that contains the previous version of Data Transformation. The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; '

9. Review the upgrade information and press Enter to upgrade Data Transformation.

The Post-Installation Summary section indicates whether the upgrade completed successfully. You can view the upgrade log files to get more information about the upgrade tasks performed by the installer and to view the configuration properties for the installed components.

10. Press Enter.

Upgrading Data Transformation Engine in Silent ModeTo upgrade Data Transformation Engine without user interaction, upgrade in silent mode. Use a properties file to specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent mode upgrade to upgrade Data Transformation Engine on multiple machines on the network or to standardize the upgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Data Transformation Engine instance you plan to upgrade.

To upgrade in silent mode, complete the following tasks:

1. Create the upgrade properties file and specify the upgrade options.

2. Run the installer with the upgrade properties file.


Creating the Properties FileInformatica provides a sample properties file that includes the upgrade parameters that are required by the installer. You can customize the sample properties file to specify the options for your upgrade.

The sample upgrade properties file is named SilentInput_DT.properties and is located in the root directory of the installation DVD or the installer download location. After you customize the file, save it with the file name SilentInput.properties.

1. Go to the root of the directory that contains the installation files.

2. Find the file named SilentInput_DT.properties.


3. Use a text editor to open the file and modify the values of the upgrade parameters.

The following table describes the upgrade parameters that you can modify:


INSTALL_TYPE Indicates whether to install or upgrade Informatica.If the value is 0, the installer performs a fresh installation of Data Transformation. If the value is 1, the installer upgrades Data Transformation 9.1.0.

USER_INSTALL_DIR Directory in which to install the new version of Data Transformation. The directory cannot be the same as the directory that contains the previous version of Data Transformation.

UPG_BACKUP_DIR Directory that contains the previous version of Data Transformation that you want to upgrade.

4. Save the properties file with the name SilentInput.properties.

Running the Silent InstallerAfter you create the properties file, open a command window to start the silent upgrade.


2. Go to the root of the server installer directory.

3. Verify that the directory contains the file SilentInput.properties with the upgrade options.

4. To start the silent upgrade process, double click the file silentinstall.bat.

The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete when the Informatica_<Version>_Services_InstallLog.log is created in the installation directory.

The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is not accessible. If the upgrade fails, view the silent upgrade log file and correct the errors. Then run the silent installer again. The silent upgrade log file name is silentErrorLog.log. The installer creates it in the root directory on Windows and in the user home directory on UNIX.

After You Upgrade Data Transformation EnginePerform the post-installation tasks to ensure Data Transformation Engine runs properly.


Rebooting the MachineIf you upgraded Data Transformation to a Windows 64-bit machine, reboot your machine or log out and then log in again.

Initializing the Data Transformation Engine Environment VariablesIf you upgraded Data Transformation Engine on Windows, run the setEnv.bat command to set the default values for the Data Transformation Engine environment variables.

To initialize the Data Transformation Engine environment variables on Windows, run setEnv.bat from the <InformaticaInstallationDir>/DataTransformation directory.

Setting the LD_PRELOAD Environment VariableIf you upgraded Data Transformation on HP-UX, set the LD_PRELOAD environment variable.

Configuring the Server PathIf you upgraded Data Transformation to an AIX or HP-UX machine, configure the CM_Server.sh file.

In the CM_Server.sh file, set the JAVA_HOME path to the folder containing the supported Java Development Kit (JDK).

1. Go to the directory <InformaticaInstallationDir>/DataTransformation/bin.

2. Open the CM_Server.sh file in a text editor.

3. Comment the existing JAVA_HOME path. For example,#JAVA_HOME="${IFCONTENTMASTER_HOME}/../java/"

4. Set the JAVA_HOME path to the folder containing the supported Java Development Kit (JDK). For example,JAVA_HOME="${INFA_JDK_HOME}"export JAVA_HOME

Data Transformation Studio Upgrade

Before You Upgrade Data Transformation StudioBefore you upgrade Data Transformation Studio, complete the following tasks:

• Install Java Development Kit.

• Verify the minimum system requirements.

• Verify system user account.

• Verify required third party software.

Install Java Development KitIf you are upgrading Data Transformation on AIX or HP-UX, verify that the Data Transformatio version you are upgrading to supports the version of Java Development Kit (JDK) that is installed on your machine. If you


do not have a supported version of JDK installed, uninstall the current version, and then download and install the supported version.




Verify the Minimum System RequirementsYou can install all Informatica client tools on the same machine or on separate machines. You can also install the clients on multiple machines. The requirements for the Informatica clients depend on the client tools you install.

The following table lists the minimum system requirements to run the Informatica client tools:

Client Processor RAM Disk Space

PowerCenter Client 1 CPU 512 MB 1.6 GB

Informatica Developer 1 CPU 512 MB 2.5 GB

Data Transformation Studio 1 CPU 512 MB 708 MB

Verify the Third Party Software Required by Data Transformation StudioIf you are installing Data Transformation Studio on an existing Eclipse installation, verify that you have Eclipse version 3.3 or 3.4 installed.

Verify that .NET Framework 3.5 is enabled before you install the Developer. If .NET Framework 4 and up is enabled instead, you must also enable .NET Framework 3.5.

Upgrading Data Transformation Studio in Graphical ModeIf you encounter problems when you run the install.bat file from the root directory, run the following file:

<InformaticaInstallationDir>/client/install.exe1. Close all applications.

2. Run install.bat from the root directory.

3. Select Install or upgrade Informatica and click Start.

The Installation Type page appears.

4. Select Upgrade to Informatica 9.5.1 Clients and click Next.

The Upgrade Pre-Requisites page appears.

5. Verify the system requirements before you continue the installation and click Next.

The Application Client Selection page appears.

6. Select Data Transformation Studio.

Data Transformation Studio Upgrade 29



7. Click Next.

The Select Directory page appears.

8. Enter the following directories:


Directory of the Informatica client to upgrade

Directory that contains the previous version of Data Transformation Studio that you want to upgrade.

Directory for the Informatica 9.5.1 client tools

Directory in which to install Data Transformation 9.5.1.Enter the absolute path for the installation directory. The installation directory must be on the current machine. The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; '

9. Click Next.

The Pre-Installation Summary page appears.

10. Review the installation information and click Install.

The installer copies the Informatica client files to the installation directory.

11. On the Post-installation Summary page, verify whether the upgrade completed successfully and click Done.

You can view the installation log files to get more information about the upgrade tasks performed by the installer.

Upgrading in Silent ModeTo upgrade the Informatica client tools without user interaction, upgrade in silent mode. Use a properties file to specify the upgrade options. The installer reads the file to determine the upgrade options. You can use silent mode upgrade to upgrade the Informatica client tools on multiple machines on the network or to standardize the upgrade process across machines.

Copy the Informatica installation files to the hard disk on the machine that hosts the Informatica client you plan to upgrade.

To upgrade in silent mode, complete the following tasks:

1. Create the upgrade properties file and specify the upgrade options.

2. Run the installer with the upgrade properties file.

Creating the Properties FileInformatica provides a sample properties file that includes the upgrade parameters that are required by the installer. You can customize the sample properties file to specify the options for your upgrade.

The sample properties file is named SilentInput.properties and is located in the root of the client installer directory.

1. Go to the root of the directory that contains the client installation files.

2. Locate the file named SilentInput.properties.



3. Use a text editor to open the file and modify the values of the upgrade parameters.

The following table describes the upgrade parameters you can modify:


INSTALL_TYPE Indicates whether to install or upgrade the Informatica client tools.To upgrade from a previous version of Data Transformation Studio, set the value to 1.

UPG_BACKUP_DIR Directory of the previous version of Data Transformation Studio that you want to upgrade.

USER_INSTALL_DIR Directory in which to install the new version of Data Transformation Studio.

DXT_COMP Indicates whether to install Informatica Developer. Set DXT_COMP=0.

CLIENT_COMP Indicates whether to install PowerCenter Client. Set CLIENT_COMP=0.

DT_COMP Indicates whether to install Data Transformation Studio. Set DT_COMP=1.

NEW_ECLIPSE_SELECTION You can set this parameter if DT_COMP=1. Indicates whether to install the copy of Eclipse that is bundled with the installer or use an Eclipse development environment that is already installed on your machine.If the value is 0, the installer uses the Eclipse development environment that is already installed on your machine. Set the ECLIPSE_LOCATION property.If the value is 1, the setup installs the copy of Eclipse that is bundled with the installer.Default is 1.

ECLIPSE_LOCATION Required if NEW_ECLIPSE_SELECTION=0.Absolute path of the existing eclipse.exe file.

4. Save the properties file.

Running the Silent InstallerAfter you create the properties file, open a command window to start the silent upgrade.


2. Go to root of the client installer directory.

3. Verify that the directory contains the file SilentInput.properties with the upgrade options.

4. To start the silent upgrade process, double click the file silentinstall.bat.

The silent upgrade runs in the background. The process can take a while. The silent upgrade process is complete when the Informatica_<Version>_Client_InstallLog.log is created in the installation directory.

The silent upgrade fails if you incorrectly configure the properties file or if the installation directory is not accessible. If the upgrade fails, view the installation log files and correct the errors. Then run the silent installer again.

Data Transformation Studio Upgrade 31

After You Upgrade Data Transformation StudioYou can start using Data Transformation Studio after the upgrade is complete.

Configuring Data Transformation for 64-Bit Web Services

64-bit web services require a 64-bit Data Transformation Engine installation. You can develop the web services applications on the 32-bit design environment, but you must test them on a machine with a 64-bit Engine.

To change a 32-bit production environment (32-bit Engine only) or a 32-bit development environment (32-bit Studio and 32-bit Engine) on a 64-bit Windows machine to a 64-bit production environment (64-bit Engine only), you must first uninstall the 32-bit Data Transformation environment.

1. Perform one of the following actions to uninstall Data Transformation 9.5.0:

Environment to Uninstall

Action

Design Use the Informatica 9.5.0 Client uninstaller.

Production Use the 32-bit Informatica 9.5.0 Server uninstaller.

2. Use the 64-bit Informatica 9.5.0 Server installer to install Data Transformation Engine.

Note: You might need to change the Data Transformation configuration from in-process invocation to out-of-process invocation. For more information about running in process or out of process, see the Data Transformation Installation and Configuration Guide.

Configuring Data Transformation for .NET API on 64-Bit Windows 2008 Server or Windows 7 Server

The 32-bit .NET API is installed with Data Transformation Studio and is not compatible with the 64-bit Windows 2008 Server or the 64-bit Windows 7 Server.

• To develop .NET applications with Data Transformation Studio, install Data Transformation Studio on a 32-bit Windows 2008 Server or 32-bit Windows 7 Server.

• To run .NET applications on a 64-bit Windows 7 Server, install the 32-bit or 64-bit Data Transformation Engine.


C H A P T E R 7

Data Transformation Uninstallation


• Data Transformation Uninstallation Overview, 33

• Before You Uninstall, 33

• Running the Uninstaller, 33

Data Transformation Uninstallation OverviewOn UNIX, uninstall Data Transformation from the command line. On Windows, uninstall Informatica from the Windows Start menu.

The uninstallation mode depends on the mode you use to install Data Transformation. For example, if you install Data Transformation in console mode, when you run the uninstaller, it runs in console mode.

The uninstaller does not create a log of the uninstallation process. At the end of the uninstallation process, the uninstaller displays the names of the files and directories that could not be removed.

Before You UninstallBefore you uninstall Data Transformation, you must back up the following files that were created under previous versions:

Running the UninstallerTo uninstall Informatica, use the uninstaller created during the installation. On UNIX, uninstall Informatica from the command line. On Windows, uninstall Informatica from the Windows Start menu or Control Panel.

When you install Data Transformation Engine or Data Transformation Studio, the installer creates an uninstallation directory in the Informatica installation directory. The uninstallation directory name depends on the installation you perform.

33

The following table lists the uninstallation directory for each type of installation:

Installation Uninstallation Directory Name

Data Transformation Engine <InstallationDirectory>/Uninstaller_Server

Data Transformation Studio <InstallationDirectory>/Uninstaller_Client

If you installed Data Transformation Studio in silent mode, perform the uninstallation in graphical mode.

Running the Uninstaller on UNIXTo uninstall Data Transformation, run the uninstaller in the uninstallation directory.

For example, you want to uninstall Data Transformation components that you installed in the /Informatica/9.5.1 directory. To uninstall Data Transformation components, go to the following directory:

/Informatica/9.5.1/Uninstaller_ServerType the following command to run the uninstaller:

./uninstaller

Running the Uninstaller on WindowsThe installer creates a shortcut to the uninstaller from the Windows Start menu.

To uninstall Data Transformation Engine on Windows:

1. Click Start > Program Files > Informatica [Version] > Server > Uninstaller.

2. If you uninstalled Data Transformation from a Windows 64-bit machine, log out of the machine, log back in, and clear the CLASSPATH and PATH environment variables.

To uninstall the Data Transformation Studio on Windows:

1. Begin the uninstallation.

• To launch the uninstaller from the Windows Start menu, click Start > Program Files > Informatica [Version] > Client > Uninstaller.

• To launch the uninstaller from a command line, go to the directory <INSTALL_DIR>\Uninstaller_Client and run the file uninstaller.bat.

The Uninstallation page appears.

2. Click Next.The Application Client Uninstall Selection page appears.

3. Select the client applications you want to uninstall and click Uninstall.

4. After the uninstallation is complete, the Post-Uninstallation Summary page appears, displaying the results of the uninstallation.

5. Log out of the machine, log back in, and clear the CLASSPATH and PATH environment variables.

34 Chapter 7: Data Transformation Uninstallation

I N D E X

Bbacking up files

before installation 4before uninstallation 25, 33before upgrade 4

DData Transformation

installation 1installing Data Transformation Studio 14pre-installation tasks 3

Data Transformation Engine description 1, 2

Data Transformation Studio description 1, 2

DISPLAY environment variables 5, 22

Eengine

installing license file 18environment variables

DISPLAY 8installation 5, 22LD_PRELOAD on HP-UX 19, 28

Ggraphical mode

installation requirements 8

IIATEMPDIR

environment variables 5, 22installation

Data Transformation 1Informatica 1license file 18

installation requirements environment variables 5minimum system requirements 7, 24X Window Server 8

installing file backup before 4

JJRE_HOME

environment variables 5, 22

LLANG

locale environment variables 5, 22LC_ALL

locale environment variables 5, 22LD_PRELOAD

environment variable on HP-UX 19, 28license file

installing 18license key

verifying 3

Ttask list

overall 1temporary disk space

minimum system requirements 7, 24

Uuninstalling

before upgrade or migration 4Data Transformation 3file backup before 25, 33process 33

upgrade Informatica 2

upgrade requirements environment variables 22

upgrading file backup before 4

XX Window Server

installation requirements 8

35

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