In 910 Administrator Gettingstarted Guide En

Informatica (Version 9.1.0)

Administrator Getting Started Guide

Informatica Administrator Getting Started Guide

Version 9.1.0March 2011

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiInformatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Multimedia Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Chapter 1: Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Introducing Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Informatica Domain Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2: Lesson 1. Accessing Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . 4Accessing Informatica Administrator Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Task 1. Record Domain, User, Database, and Application Service Information. . . . . . . . . . . . . . . . . . 5

Informatica Domain Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Administrator User Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Data Integration Service Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Analyst Service Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Task 2. Log In to Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Task 3. Change Your Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Accessing Informatica Administrator Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 3: Lesson 2. Creating Application Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Creating Application Services Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Task 1. Create a Model Repository Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Task 2. Create Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Task 3. Create a Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Task 4. Create an Analyst Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating Application Services Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 4: Lesson 3. Setting Up Informatica Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Setting Up Informatica Users Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Task 1. Create a User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Task 2. Grant Privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Table of Contents i

Setting Up Informatica Users Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 5: Lesson 4. Monitoring Jobs and Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . 22Monitoring Jobs and Applications Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Task 1. View Profile and Scorecard Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Task 2. View Connections to an SQL Data Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Task 3. View Requests for an SQL Data Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Task 4. View Requests for a Web Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Monitoring Jobs and Applications Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Appendix A: Frequently Asked Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Informatica Administrator Frequently Asked Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

ii Table of Contents

PrefaceThe Informatica Administrator Getting Started Guide is written for administrators who are responsible foradministering the Informatica domain. It provides a tutorial to help first-time users learn how to use InformaticaAdministrator.

Informatica Resources

Informatica Customer PortalAs an Informatica customer, you can access the Informatica Customer Portal site at http://mysupport.informatica.com. The site contains product information, user group information, newsletters,access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library,the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica ProductDocumentation, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you havequestions, comments, or ideas about this documentation, contact the Informatica Documentation team throughemail at [email protected]. We will use your feedback to improve our documentation. Let usknow if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product,navigate to Product Documentation from http://mysupport.informatica.com.

Informatica Web SiteYou can access the Informatica corporate web site at http://www.informatica.com. The site contains informationabout Informatica, its background, upcoming events, and sales offices. You will also find product and partnerinformation. The services area of the site includes important information about technical support, training andeducation, and implementation services.

Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com.The How-To Library is a collection of resources to help you learn more about Informatica products and features. Itincludes articles and interactive demonstrations that provide solutions to common problems, compare features andbehaviors, and guide you through performing specific real-world tasks.

iii

http://mysupport.informatica.com

mailto:[email protected]


http://www.informatica.com


Informatica Knowledge BaseAs an Informatica customer, you can access the Informatica Knowledge Base at http://mysupport.informatica.com.Use the Knowledge Base to search for documented solutions to known technical issues about Informaticaproducts. You can also find answers to frequently asked questions, technical white papers, and technical tips. Ifyou have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Baseteam through email at [email protected].

Informatica Multimedia Knowledge BaseAs an Informatica customer, you can access the Informatica Multimedia Knowledge Base at http://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia filesthat help you learn about common concepts and guide you through performing specific tasks. If you havequestions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Baseteam through email at [email protected].

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support. Online Support requiresa user name and password. You can request a user name and password at http://mysupport.informatica.com.

Use the following telephone numbers to contact Informatica Global Customer Support:

North America / South America Europe / Middle East / Africa Asia / Australia

Toll FreeBrazil: 0800 891 0202Mexico: 001 888 209 8853North America: +1 877 463 2435 Standard RateNorth America: +1 650 653 6332

Toll FreeFrance: 00800 4632 4357Germany: 00800 4632 4357Israel: 00800 4632 4357Italy: 800 915 985Netherlands: 00800 4632 4357Portugal: 800 208 360Spain: 900 813 166Switzerland: 00800 4632 4357 or 0800 463200United Kingdom: 00800 4632 4357 or 0800023 4632 Standard RateFrance: 0805 804632Germany: 01805 702702Netherlands: 030 6022 797

Toll FreeAustralia: 1 800 151 830New Zealand: 1 800 151 830Singapore: 001 800 4632 4357 Standard RateIndia: +91 80 4112 5738

iv Preface






C H A P T E R 1

Getting Started OverviewThis chapter includes the following topics:

¨ Introducing Informatica Administrator, 1

¨ Informatica Domain Overview, 1

Introducing Informatica AdministratorInformatica Administrator (Administrator tool) is the administration tool you use to administer the Informaticadomain and Informatica security.

You can use the Administrator tool to perform the following tasks:

¨ Domain administrative tasks. Manage logs, domain objects, and domain reports. Domain objects includeapplication services, nodes, grids, folders, database connections, applications, and licenses.

¨ Security administrative tasks. Manage users, groups, roles, privileges, and permissions.

Informatica Domain OverviewInformatica has a service-oriented architecture that provides the ability to scale services and to share resourcesacross multiple machines. The Informatica domain is the primary unit for management and administration ofservices.

Informatica contains the following components:

¨ Application clients. A group of clients that you use to access underlying Informatica functionality. Applicationclients make requests to the Service Manager or application services.

¨ Application services. A group of services that represent server-based functionality. An Informatica domain cancontain a subset of application services. You configure the application services that are required by theapplication clients that you use.

¨ Repositories. A group of relational databases that store metadata about objects and processes required tohandle user requests from application clients.

¨ Service Manager. A service that is built in to the domain to manage all domain operations. The ServiceManager runs the application services and performs domain functions including authentication, authorization,and logging.

1

You can log in to Informatica Administrator (the Administrator tool) after you install Informatica. You use theAdministrator tool to manage the domain and configure the required application services before you can accessthe remaining application clients.

The following figure shows the application services and the repositories that each application client uses in anInformatica domain:

The following table lists the application clients, not including the Administrator tool, and the application servicesand the repositories that the client requires:

Application Client Application Services Repositories

Data Analyzer Reporting Service Data Analyzer repository

Informatica Analyst - Analyst Service- Data Integration Service- Model Repository Service

Model repository

Informatica Developer - Analyst Service- Content Management Service- Data Integration Service- Model Repository Service

Model repository

Metadata Manager - Metadata Manager Service- PowerCenter Integration Service- PowerCenter Repository Service

- Metadata Manager repository- PowerCenter repository

2 Chapter 1: Getting Started Overview

Application Client Application Services Repositories

PowerCenter Client - PowerCenter Integration Service- PowerCenter Repository Service

PowerCenter repository

Web Services Hub Console - PowerCenter Integration Service- PowerCenter Repository Service- Web Services Hub

PowerCenter repository

The following application services are not accessed by an Informatica application client:

¨ PowerExchange Listener Service. Manages the PowerExchange Listener for bulk data movement and changedata capture. The PowerCenter Integration Service connects to the PowerExchange Listener through theListener Service.

¨ PowerExchange Logger Service. Manages the PowerExchange Logger for Linux, UNIX, and Windows tocapture change data and write it to the PowerExchange Logger Log files. Change data can originate from DB2recovery logs, Oracle redo logs, a Microsoft SQL Server distribution database, or data sources on an i5/OS orz/OS system.

¨ SAP BW Service. Listens for RFC requests from SAP BI and requests that the PowerCenter Integration Servicerun workflows to extract from or load to SAP BI.

Informatica Domain Overview 3

C H A P T E R 2

Lesson 1. Accessing InformaticaAdministrator

This chapter includes the following topics:

¨ Accessing Informatica Administrator Overview, 4

¨ Task 1. Record Domain, User, Database, and Application Service Information, 5

¨ Task 2. Log In to Informatica Administrator, 10

¨ Task 3. Change Your Password, 10

¨ Accessing Informatica Administrator Summary, 10

Accessing Informatica Administrator OverviewThe Administrator tool consolidates the administrative tasks for domain objects such as services, nodes, licenses,and grids. You manage the domain and the security of the domain through the Administrator tool.

ObjectivesIn this lesson, you complete the following tasks:

¨ Record the domain and the administrator user account information. The domain information provides addresscomponents of the Administrator tool URL, and the user account provides access to the Administrator tool.

¨ Log in to the Administrator tool. Lessons in this tutorial require that you can log in to the Administrator tool.

¨ Change the password of your user account.

PrerequisitesBefore you start this lesson, verify the following prerequisites:

¨ The Informatica domain is running.

¨ The administrator or user who installed Informatica has provided you with the domain connectivity informationand an administrator user account.

TimingSet aside 10 to 15 minutes to complete this lesson.

4

Task 1. Record Domain, User, Database, andApplication Service Information

In this task, you record the domain connection, user account information, database connections, and applicationservice information.

You need this information to access the Administrator tool, and to create connections and application services.

Informatica Domain InformationIf you do not know the domain connectivity information, contact the person who installed Informatica.

Use the following table to record domain information:

Domain Information Values

Domain Name

Gateway Node Host Name

Informatica Administrator Port Number

Informatica Administrator User AccountUse an administrator user account to log in to the Administrator tool to complete the lessons in this tutorial.

The default administrator user name is Administrator. If you do not have the password for the defaultadministrator, ask for the password or for a user account with the Administrator role.

Use the following table to record the user account information:

Account Information Values

Administrator Username

Administrator Password

Security Domain

Task 1. Record Domain, User, Database, and Application Service Information 5

Database ConnectionsAsk the database administrator to provide the database connection information each of the Model repository,profiling warehouse, and staging databases. You will use the database connection information when you createconnections to the databases in another lesson.

Use the following table to record the database connection information for the Model repository database, profilingwarehouse database, and staging database:

DatabaseConnectionInformation

Description Model RepositoryValues

ProfilingWarehouseDatabaseValues

Staging DatabaseValues

Database Type The name of theconnection. The name isnot case sensitive andmust be unique within thedomain. It cannot exceed128 characters or beginwith the @ character. Italso cannot containspaces or the followingspecial characters: `~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Database UserName

The description of theconnection. Thedescription cannotexceed 765 characters.

Database Password The database user name.

Connection String The password for thedatabase user name.

Metadata Access:Connection String

JDBC connection URLused to access metadatafrom the database.- IBM DB2:

jdbc:informatica:db2://<hostname>:<port>;DatabaseName=<databasename>

- Oracle:jdbc:informatica:oracle://<host_name>:<port>;SID=<databasename>

- Microsoft SQLServer:jdbc:informatica:sqlserver://<hostname>:<port>;DatabaseName=<databasename>

Not applicable for ODBC.

6 Chapter 2: Lesson 1. Accessing Informatica Administrator





Data Access:Connection String

Connection string used toaccess data from thedatabase.- IBM DB2: <database

name>- Microsoft SQL

Server: <servername>@<databasename>

- ODBC: <data sourcename>

- Oracle: <databasename>.world fromthe TNSNAMESentry.

Data Access: CodePage

Code page used to readfrom a source databaseor write to a targetdatabase or target file.

Environment SQL SQL commands to set thedatabase environmentwhen you connect to thedatabase. The DataIntegration Service runsthe connectionenvironment SQL eachtime it connects to thedatabase.

Transaction SQL SQL commands to set thedatabase environmentwhen you connect to thedatabase. The DataIntegration Service runsthe transactionenvironment SQL at thebeginning of eachtransaction.

Connection RetryPeriod

The number of secondsthat the Data IntegrationService tries to reconnectto the database if theconnection fails. If theData Integration Servicecannot connect to thedatabase in the retryperiod, the integrationobject fails. Default is 0.

Domain Name Microsoft SQL Server onWindows. The name ofthe domain.






Packet Size Microsoft SQL Server.The packet sized used totransmit data. Used tooptimize the nativedrivers for Microsoft SQLServer.

Owner Name Microsoft SQL Server.The name of the owner ofthe schema.

Schema Name Microsoft SQL Server.The name of the schemain the database. Youmust specify the schemaname for the ProfilingWarehouse and stagingdatabase if the schemaname is different than thedatabase user name.

Enable ParallelMode

Oracle. Enables parallelprocessing when loadingdata into a table in bulkmode. By default, thisoption is cleared.

Tablespace IBM DB2. The tablespacename of the database.

SQL IdentifierCharacter

The type of quotecharacter used for theSupport Mixed CaseIdentifiers property.Select the quotecharacter based on thedatabase in theconnection. The optionsare:- DOUBLE_QUOTE- SINGLE_QUOTE- BACK_QUOTE- SQUARE_BRACKET

S- QUOTE_EMPTY

Support Mixed CaseIdentifiers

Enables the Developertool and Analyst tool toplace quotes aroundtable, view, schema,synonym and columnnames when generatingand executing SQLagainst these objects inthe connection. Use if the






objects have mixed-caseor lowercase names.Also, use if the objectnames contain SQLkeywords, such asWHERE. By default, thisoption is cleared.

Data Integration Service InformationUse this information to create the Data Integration Service.

Use the following table to record the Data Integration Service information:

Data Integration Service Information Description Values

HTTP Port Unique port number for theData Integration Service.Default is 8095.

Username User name to access theModel Repository Service.

Password User password to accessthe Model RepositoryService.

Security Domain LDAP security domain forthe Model repository user.The field appears when theInformatica domain containsan LDAP security domain.

Analyst Service InformationUse this information to create the Analyst Service.

Use the following table to record the Analyst Service information:

Analyst Service Information Description Values

HTTP Port Port number for the AnalystService. Use a port number thatis different from the HTTP portnumber for the Data IntegrationService.

Username The database user name for theModel repository.


Analyst Service Information Description Values

Password The database password for theModel repository.

Security Domain LDAP security domain for theuser who manages the ModelRepository Service.

Task 2. Log In to Informatica AdministratorIn this task, you log in to the Administrator tool.

1. Start Microsoft Internet Explorer or Mozilla Firefox.

2. In the Address field, enter the following URL for the Administrator tool login page:http://<host>:<port>/administrator

The host is the gateway node host name. The port is the Informatica Administrator port number.

3. In the Informatica Administrator login page, enter the user name and password.

4. Select Native or the name of a specific security domain.

The Security Domain field appears when the Informatica domain contains an LDAP security domain.

5. Click Log In.

Task 3. Change Your PasswordIn this task, you change your password for the Administrator tool.

1. In the Administrator tool header area, click Manage > Change Password.

The Change Password dialog box appears.

2. In the Change Password dialog box, enter the current password in the Current Password box, and the newpassword in the New Password and Confirm New Password boxes.

3. Click OK.

Accessing Informatica Administrator SummaryIn this lesson, you learned the components of the Administrator tool, how to log in to the Administrator tool, andhow to change your password.

You recorded the domain connectivity and administrator user account information. You also logged into theAdministrator tool and changed your password.

Use the administrator user account and new password to complete the next lessons in this tutorial.


C H A P T E R 3

Lesson 2. Creating ApplicationServices


¨ Creating Application Services Overview, 11

¨ Task 1. Create a Model Repository Service, 12

¨ Task 2. Create Database Connections, 13

¨ Task 3. Create a Data Integration Service, 16

¨ Task 4. Create an Analyst Service, 17

¨ Creating Application Services Summary, 18

Creating Application Services OverviewUse the Administrator tool to create application services.

Application services provide server-based functionality. Create the following application services for use with theAnalyst tool:

¨ Model Repository Service. The Model Repository Service manages the Model repository. The Analyst tool,Data Integration Service, and Administrator tool store metadata in the Model repository.

¨ Data Integration Service. The Data Integration Service is an application service that performs data integrationtasks for the Analyst tool and other external clients.

¨ Analyst Service. The Analyst Service is an application service that runs the Analyst tool. The Analyst Servicemanages the connections between service components and the users who access the Analyst tool.

A database connection is a domain object that contains database connectivity information. The Data IntegrationService connects to the database to process integration objects for the Analyst tool. Integration objects includemappings, profiles, and scorecards.

StoryAn administrator at HypoStores needs to create application services. An analyst needs a Model RepositoryService, Data Integration Service, and Analyst Service to use the Analyst tool.


¨ Create a Model Repository Service to manage the Model repository.

11

¨ Create a Model repository to store metadata.

¨ Create database connections to the Model repository, profiling warehouse, and staging databases.

¨ Create a Data Integration Service to perform data integration tasks.

¨ Create an Analyst Service to run the Analyst tool.


¨ You have the database connection information for the Model repository, profiling warehouse, and stagingdatabase. You gathered this information in the first lesson.

¨ You have a license object in the domain. The Informatica installer installs a license object in the domain. Youneed a license object to create application services.

TimingSet aside 30 to 45minutes to complete this lesson.

Task 1. Create a Model Repository ServiceIn this task, you create a Model Repository Service. The Model Repository Service manages the Model repositoryfor Data Services and Data Quality.

1. On the Domain tab of the Administrator tool, select the Services and Nodes view.

2. On the Navigator Actions menu, click New > Model Repository Service.

The New Model Repository Service - Step 1 of 2 dialog box appears.

3. Enter the following general properties for the Model Repository Service:

Property Description

Name Name of the Model Repository Service. The name is not case sensitive and must beunique within the domain. It cannot exceed 128 characters or begin with @. It alsocannot contain spaces or the following special characters:` ~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description Description of the Model Repository Service. The description cannot exceed 765characters.

Location The folder where you want to create the service. If a folder is not specified, thedomain name appears in this field.

License License to assign to the Model Repository Service. Select the license installed withInformatica.

Node Node to run the Model Repository Service. Select an existing node in the domain.

4. Click Next.

The New Model Repository Service - Step 2 of 2 dialog box appears.

12 Chapter 3: Lesson 2. Creating Application Services

5. Enter the following database properties for the Model Repository Service:


Database Type Type of database.

Username The database user name for the Model repository.

Password An encrypted version of the database password for the Model repository.

Connection String The JDBC connect string used to connect to the Model repository database.- IBM DB2: jdbc:informatica:db2://<host

name>:<port>;DatabaseName=<database name>- Oracle: jdbc:informatica:oracle://<host_name>:<port>;SID=<database name>- Microsoft SQL Server: jdbc:informatica:sqlserver://<host

name>:<port>;DatabaseName=<database name>

6. Click Test Connection to test the connection to the database.

7. Select Create New Content to create content for the Model repository in the specified database.

8. Select Enable Service to make the Model Repository Service available.

9. Click Finish.

It may take a few minutes to enable the service.

Task 2. Create Database ConnectionsIn this task, you create database connections for the profiling warehouse database and the staging database.

1. In the Administrator tool, click the Domain tab.

2. Click the Connections view.

3. In the Navigator, select the domain.

4. On the Navigator Actions menu, click New > Connection.

The New Connection dialog box appears.

5. Select one of the following connection types:

¨ DB2

¨ DB2 for i5/OS

¨ DB2 for z/OS

¨ ODBC

¨ ORACLE

¨ SQLSERVER

6. Click OK.

The New Connection - Step 1 of 3 dialog box appears.

Task 2. Create Database Connections 13

7. Enter the following connection properties based on the database type:


Name The name of the connection. The name is not casesensitive and must be unique within the domain. It cannotexceed 128 characters or begin with the @ character. Italso cannot contain spaces or the following specialcharacters: `~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description The description of the connection. The description cannotexceed 765 characters.

User Name The database user name.

Password The password for the database user name.

8. Click Next.




Metadata Access: Connection String JDBC connection URL used to access metadata from thedatabase.- IBM DB2: jdbc:informatica:db2://<host

name>:<port>;DatabaseName=<database name>- Oracle: jdbc:informatica:oracle://

<host_name>:<port>;SID=<database name>- Microsoft SQL Server: jdbc:informatica:sqlserver://

<host name>:<port>;DatabaseName=<databasename>

Not applicable for ODBC.

Data Access: Connection String Connection string used to access data from the database.- IBM DB2: <database name>- Microsoft SQL Server: <server name>@<database

name>- ODBC: <data source name>- Oracle: <database name>.world from the TNSNAMES

entry.

Data Access: Code Page Code page used to read from a source database or write toa target database or target file.

10. Click Next.




Environment SQL SQL commands to set the database environment when youconnect to the database. The Data Integration Service runs



the connection environment SQL each time it connects tothe database.

Transaction SQL SQL commands to set the database environment when youconnect to the database. The Data Integration Service runsthe transaction environment SQL at the beginning of eachtransaction.

Connection Retry Period The number of seconds that the Data Integration Servicetries to reconnect to the database if the connection fails. Ifthe Data Integration Service cannot connect to thedatabase in the retry period, the integration object fails.Default is 0.

Domain Name Microsoft SQL Server on Windows. The name of thedomain.

Packet Size Microsoft SQL Server. The packet sized used to transmitdata. Used to optimize the native drivers for Microsoft SQLServer.

Owner Name Microsoft SQL Server. The name of the owner of theschema.

Schema Name Microsoft SQL Server. The name of the schema in thedatabase. You must specify the schema name for theProfiling Warehouse and staging database if the schemaname is different than the database user name.

Enable Parallel Mode Oracle. Enables parallel processing when loading data intoa table in bulk mode. By default, this option is cleared.

Tablespace IBM DB2. The tablespace name of the database.

SQL Identifier Character The type of quote character used for the Support MixedCase Identifiers property. Select the quote characterbased on the database in the connection. The options are:- DOUBLE_QUOTE- SINGLE_QUOTE- BACK_QUOTE- SQUARE_BRACKETS- QUOTE_EMPTY

Support Mixed Case Identifiers Enables the Developer tool and Analyst tool to placequotes around table, view, schema, synonym and columnnames when generating and executing SQL against theseobjects in the connection. Use if the objects have mixed-case or lowercase names. Also, use if the object namescontain SQL keywords, such as WHERE. By default, thisoption is cleared.

12. Click Test Connection to verify metadata access connectivity.

13. Click Finish.

14. Repeat all the steps for each required database.

You created database connections for the profiling warehouse and the staging databases.

Task 2. Create Database Connections 15

Task 3. Create a Data Integration ServiceIn this task, you create a Data Integration Service. The Data Integration Service performs data integration tasks forthe Analyst tool, the Developer tool, and external clients.


2. On the Navigator Actions menu, click New > Data Integration Service.

The New Data Integration Service - Step 1 of 3 dialog box appears.

3. Enter the following information:


Name Name of the Data Integration Service. The name is not case sensitive and must beunique within the domain. It cannot exceed 128 characters or begin with @. It alsocannot contain spaces or the following special characters:` ~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description Description of the Data Integration Service. The description cannot exceed 765characters.

Location Domain where the Data Integration Service will run.

License License key assigned to the Data Integration Service. Select the license installed withInformatica.

Node Select the node where the Data Integration Service will run. Select an existing node inthe domain.

HTTP Port Unique port number for the Data Integration Service. Default is 8095.

Model Repository Service Model Repository Service that stores run-time metadata required to run the mappingsand SQL data services.

Username User name to access the Model Repository Service.

Password User password to access the Model Repository Service.

Security Domain LDAP security domain for the Model repository user. The field appears when theInformatica domain contains an LDAP security domain.

4. Click Next.


5. Click Select to choose a connection for a Profiling Warehouse database.

The Select Connection dialog box appears.

6. Select a connection for the profiling warehouse database.

7. Choose to create content for the profiling warehouse database.

8. Click Next.


9. Do not select Enable Transport Layer Security (TLS).

10. Select Enable Service to enable the service after you create it.

The Model Repository Service must be running to enable the Data Integration Service.


11. Click Finish.

You have created a Data Integration Service.

Task 4. Create an Analyst ServiceIn this task, you create an Analyst Service. The Analyst Service runs the Analyst tool.


2. On the Navigator Actions menu, click New > Analyst Service.

The New Analyst Service - Step 1 of 3 dialog box appears.

3. Enter the following information:


Name Name of the Analyst Service. The name is not case sensitive and must beunique within the domain. The characters must be compatible with thecode page of the associated repository. The name cannot exceed 128characters or begin with @. It also cannot contain spaces or the followingspecial characters:` ~ % ^ * + = { } \ ; : ' " / ? . , < > | ! ( ) ] [

Description Description of the Analyst Service. The description cannot exceed 765characters.

Location Domain where the Analyst Service will run.

License License assigned to the Analyst Service. Select the license installed withInformatica.

Node Node in the Informatica domain on which the Analyst Service runs. Selectan existing node in the domain.

HTTP Port Port number for the Analyst Service. Use a port number that is differentfrom the HTTP port number for the Data Integration Service.

Model Repository Service Model Repository Service associated with the Analyst Service. The AnalystService manages the connections to the Model Repository Service forInformatica Analyst. You must recycle the Analyst Service if you associateanother Model Repository Service with the Analyst Service.

Username The database user name for the Model repository.

Password An encrypted version of the database password for the Model repository.

Security Domain LDAP security domain for the user who manages the Model RepositoryService.

4. Click Next.


Task 4. Create an Analyst Service 17

5. Enter the following required information:


Data Integration Service Data Integration Service name associated with the AnalystService. The Analyst Service manages the connection to aData Integration Service for Informatica Analyst. You mustrecycle the Analyst Service if you associate another DataIntegration Service with the Analyst Service.

Flat File Cache Location Location of the flat file cache where Informatica Analyststores uploaded flat files. When you import a referencetable or flat file source, Informatica Analyst uses the filesfrom this directory to create a reference table or file object.Choose a path that is local to the Analyst Service machine.For example,<installation directory>\server\flatfilecacheIf you configure a directory path that does not exist, theAnalyst Service creates it. Restart the Analyst Service ifyou change the flat file location.

6. Click Select to select a staging database.

The Select Connection dialog box appears.

7. Select a database connection.

8. Choose to create content.

9. Click Next.


10. Do not select Enable Transport Layer Security (TLS).

11. Select Enable Service to enable the service after you create it.

12. Click Finish.

You have created an Analyst Service.

Creating Application Services SummaryIn this lesson, you learned why you create Model Repository Services, Data Integration Services, AnalystServices, and database connections. You also learned how to create application services and databaseconnections in the Administrator tool.

You created and started a Model Repository Service, a Data Integration Service, and an Analyst Service. You alsocreated database connections for the profiling warehouse and staging database.


C H A P T E R 4

Lesson 3. Setting Up InformaticaUsers


¨ Setting Up Informatica Users Overview, 19

¨ Task 1. Create a User, 20

¨ Task 2. Grant Privileges, 20

¨ Setting Up Informatica Users Summary, 21

Setting Up Informatica Users OverviewYou need a user account to access the application services and objects in the domain and to use the Analyst tool.Users can perform tasks in Informatica application clients based on the privileges and permissions assigned tothem.

StoryAn administrator at HypoStores gets a user account request from an analyst. The analyst needs access to theAnalyst tool to create projects.


¨ Create a user to log in to the Analyst tool.

¨ Grant user privileges to access the Analyst tool and to create projects in the Analyst tool.


¨ You have completed the previous lessons in this tutorial.


19

Task 1. Create a UserIn this task, you create a user account that can log in to the Analyst tool.

1. In the Administrator tool, click the Security tab.

2. On the Security tab Actions menu, click Create User.

3. Enter the following required fields:

Field Description

Login Name Login name for the user account. The login name for a user account must be unique withinthe security domain to which it belongs.The name is not case sensitive and cannot exceed 128 characters. It cannot include a tab,newline character, or the following special characters:, + " \ < > ; / * % ? &The name can include an ASCII space character except for the first and last character. Allother space characters are not allowed.

Password Password for the user account. The password can be from 1 through 80 characters long.

Confirm Password Enter the password again to confirm. You must retype the password. Do not copy andpaste the password.

Full Name Full name for the user account. The full name cannot include the following specialcharacters:< > “

4. Click OK.

You created a user account that, with the correct privileges, can log into application clients, such as theAdministrator tool or the Analyst tool.

Task 2. Grant PrivilegesIn this task, you grant user privileges that are necessary to access and create projects in the Analyst tool.

1. In the Administrator tool, click the Security tab.

2. In the Users section of the Navigator, select the user you created in “Task 1. Create a User” on page 20.

3. In the contents panel, click the Privileges tab.

4. Click Edit.

The Edit Roles and Privileges dialog box appears.

5. Select the Privileges tab.

6. Select the following privileges:

Privilege Name Location Description

License Access for InformaticaAnalyst

<service name> - AnalystService > Administration >

Required to access the Analyst tool.

20 Chapter 4: Lesson 3. Setting Up Informatica Users

Privilege Name Location Description

License Access forInformatica Analyst

Create Projects <service name> - ModelRepository Service > ModelRepository ServiceAdministration > CreateProjects

Required to create projects in the Analyst tool.

7. Click OK.

Setting Up Informatica Users SummaryIn this lesson, you learned that users can perform tasks in Informatica application clients based on their privileges.

You created a user and granted privileges.

Setting Up Informatica Users Summary 21

C H A P T E R 5

Lesson 4. Monitoring Jobs andApplications


¨ Monitoring Jobs and Applications Overview, 22

¨ Task 1. View Profile and Scorecard Jobs, 23

¨ Task 2. View Connections to an SQL Data Service, 23

¨ Task 3. View Requests for an SQL Data Service, 24

¨ Task 4. View Requests for a Web Service, 24

¨ Monitoring Jobs and Applications Summary, 24

Monitoring Jobs and Applications OverviewUse the Monitoring tab to monitor jobs and applications that run on a Data Integration Service.

The Data Integration Service runs jobs and applications. A job is a profile, scorecard, mapping, SQL data service,preview or reference table process that is running or has previously run. An application is an object that containsone or more SQL data services, mappings, or data objects.

The Navigator displays a container for jobs and for each application that is deployed to the Data IntegrationService. Under each application is a container for SQL data services, deployed mappings, and data objects.

When you view jobs for a Data Integration Service, the contents panel displays information such as Job ID, State,and Elapsed Time.

An SQL data service connection is a connection from an external client. When you view connections to an SQLdata service, the contents panel displays information such as the connection ID, state, and elapsed time.

Each SQL data service connection can have multiple requests. When you view a request for an SQL data service,the contents panel displays information such as the request ID, state, and elapsed time.

StoryAn administrator at HypoStores wants to view the status of jobs and SQL data services running on a DataIntegration Service.

22

ObjectiveIn this lesson, you complete the following tasks:

¨ View running and previously run jobs for a Data Integration Service to check for failures.

¨ View connections to an SQL data service to check for active and timed out connections.

¨ View requests for an SQL data service to view running requests.


¨ An analyst runs profile and scorecard jobs on the Data Integration Service in the domain.

¨ A developer runs a SQL data service on the Data Integration Service in the domain.


Task 1. View Profile and Scorecard JobsIn this task, you view jobs for profiles and scorecards that are running or that ran on the Data Integration Service.

To see profile and scorecard jobs, the Data Integration Service must be running profiles or scorecards. Otherwise,you view information about previous job runs.

1. In the Administrator tool, click the Monitoring tab.

2. In the Navigator, expand a Data Integration Service and then select Jobs.

The contents panel displays jobs for the selected Data Integration Service.

3. Select a job in the contents panel.

The details panel displays details on each job you select in the contents panel.

Task 2. View Connections to an SQL Data ServiceIn this task, you use the Monitoring tab to view connections to an SQL data service.


2. In the Navigator, expand a Data Integration Service.

A list of applications appears in the Navigator.

3. In the Navigator, expand an application under the Data Integration Service, and then select SQL DataServices.

A list of SQL data services appears in the contents panel.

4. In the contents panel, select the name of the SQL data service.

The Properties view of the SQL data service displays in the contents panel.

5. In the contents panel, click the Connections view.

Connections to the SQL data service appear in the contents panel.

6. In the contents panel, select a connection to view connection properties in the details panel.

Task 1. View Profile and Scorecard Jobs 23

Task 3. View Requests for an SQL Data ServiceIn this task, you use the Monitoring tab to view requests for an SQL data service.




3. In the Navigator, expand an application under the Data Integration Service and then select SQL DataServices.

A list of SQL data services appears in the contents panel.

4. In the contents panel, select the name of the SQL data service.

The Properties view of the SQL data service displays in the contents panel.

5. In the contents panel, click the Requests view.

Requests for the SQL data service appear in the contents panel.

6. In the contents panel, select a request to view request properties in the details panel.

Task 4. View Requests for a Web ServiceIn this task, you use the Monitoring tab to view requests for a web service.




3. In the Navigator, expand an application under the Data Integration Service and then select Web Services.

A list of web services appears in the contents panel.

4. In the contents panel, select the name of the web service.

The Properties view of the web service displays in the contents panel.

5. In the contents panel, click the Requests view.

Requests for the web service appear in the contents panel.

6. In the contents panel, select a request to view request properties in the details panel.

Monitoring Jobs and Applications SummaryIn this lesson you learned that you can view jobs, SQL data service connections, and SQL data service requestsfor a Data Integration Service.

You viewed jobs that were running on a Data Integration Service. You also viewed connections and requests foran SQL data service.

24 Chapter 5: Lesson 4. Monitoring Jobs and Applications

A P P E N D I X A

Frequently Asked QuestionsThis appendix includes the following topic:

¨ Informatica Administrator Frequently Asked Questions, 25

Informatica Administrator Frequently Asked QuestionsReview the frequently asked questions to answer questions you may have about Informatica Administrator.

What is the difference between Informatica Administrator and the PowerCenter Administration Console?

The PowerCenter Administration Console is renamed to Informatica Administrator (the Administrator tool).The Administrator tool has a new interface. Some of the properties and configuration tasks from thePowerCenter Administration Console have been moved to different locations in the Administrator tool. TheAdministrator tool is also expanded to include new services and objects.

Can I use one user account to access the Administrator tool and the Developer tool?

Yes. You can give a user permission to access both tools. You do not need to create separate user accountsfor each application client.

What is the difference between the PowerCenter Repository Service and the Model Repository Service?

The PowerCenter application services and PowerCenter application clients use the PowerCenter RepositoryService. The PowerCenter repository has folder-based security.

The other application services, such as the Data Integration Service, Analyst Service, Developer tool, andAnalyst tool, use the Model Repository Service. The Model Repository Service has project-based security.

You can migrate some Model repository objects to the PowerCenter repository.

Where can I use database connections that I create in the Informatica Administrator?

You can create, view, and edit database connections in the Administrator tool and the Developer tool. Youcan create and view database connections in the Analyst tool. You can also configure database connectionpooling in the Administrator tool.

What is the difference between the PowerCenter Integration Service and the Data Integration Service?

The PowerCenter Integration Service is an application service that runs sessions and workflows. The DataIntegration Service is an application service that performs data integration tasks for the Analyst tool, theDeveloper tool, and external clients. The Analyst tool and the Developer tool send data integration taskrequests to the Data Integration Service to preview or run data profiles, SQL data services, and mappings.Commands from the command line or an external client send data integration task requests to the DataIntegration Service to run SQL data services or web services.

25

Why can I not connect to an SQL data service that is deployed to a Data Integration Service?

To connect to an SQL data service, the application that contains the SQL data service must be running. Youcan start an application in the Applications view of the Data Integration Service.

26 Appendix A: Frequently Asked Questions

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