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Informatica B2B Data Transformation (Version 9.1.0)

Installation and Configuration Guide

Informatica B2B Data Transformation Installation and Configuration Guide

Version 9.1.0June 2011

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Part Number: DT-ING-91000-0002

Table of Contents

Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica Customer Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

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

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Chapter 1: Data Transformation Installation General Information. . . . . . . . . . . . . . . . . . . . 1Data Transformation Installation Task List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Data Transformation Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Chapter 2: System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Design Environment Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Design Environment Hardware Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Design Environment Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Production Environment Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Windows Production Environment Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Linux and UNIX System Hardware Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

AIX System Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

HP-UX System Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Linux System Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Solaris System Software Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 3: Pre-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Pre-Installation Task List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Backing Up Essential Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Uninstalling Previous Version of Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 4: Data Transformation Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Data Transformation Installation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Running Data Transformation Client Graphical Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Running Data Transformation Client Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Running Data Transformation Server Installer on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Running DT Server Silent Installer on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Running Data Transformation Server Installer in Graphical Mode on Linux or UNIX. . . . . . . . . . . . . . . 14

Running Data Transformation Server Installer in Console Mode on Linux or UNIX. . . . . . . . . . . . . . . 15

Table of Contents i

Running Data Transformation Server Installer in Silent Mode on Linux or UNIX. . . . . . . . . . . . . . . . . 16

Uninstalling Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 5: Post-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Post-Installation Task List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Determining Installation Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Installing a License File for Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Verifying Installation of the License File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Data Transformation Environment Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Windows Environment Variables Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Linux and UNIX Environment Variable Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Customizing Environment Variables for Linux and UNIX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Loading Environment Variables for Linux and UNIX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

LD_PRELOAD Environment Variable on HP-UX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Example of setEnv.csh File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Method of Calling Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Comparison of Calling the Engine In Process and Out of Process. . . . . . . . . . . . . . . . . . . . . . . 25

Determining the Data Transformation Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Configuring the Method of Calling the Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Production Server Cluster Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Configuring a Cluster Production Environment with Shared Storage. . . . . . . . . . . . . . . . . . . . . 27

Configuring a Cluster Production Environment with Replicated Storage. . . . . . . . . . . . . . . . . . . 27

Installing Data Transformation on Microsoft Cluster Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Multiple Configurations on Single Computer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Using Multiple JREs on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Using Multiple JREs on Linux or UNIX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 6: Testing and Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Testing Data Transformation Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Testing Installation of Document Processors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Installation Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Setting JRE Heap Size. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Memory Allocation on HP-UX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Log Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Chapter 7: Data Transformation System Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Data Transformation System Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using the Configuration Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Configuration Settings Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

ii Table of Contents

PrefaceThe Data Transformation Installation and Configuration Guide is written for system administrators and users whoare responsible for installing the Data Transformation software and maintaining or configuring its operation. Itcontains instructions and information for Linux, UNIX, and Windows platforms.

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4 Chapter 1: Preface





C H A P T E R 1

Data Transformation InstallationGeneral Information

This chapter includes the following topics:

¨ Data Transformation Installation Task List, 1

¨ Data Transformation Terminology, 2

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

1. Verify system requirements and prerequisites.

2. Back up essential files and uninstall previous versions.

3. Run the installer.

4. Perform post-installation tasks.

5. Test and troubleshoot.

6. Customize the system configuration.

7. Assign permissions to users and applications. For more information, see the Data TransformationAdministrator Guide.

8. Install optional libraries. For more information, see the Data Transformation Libraries Guide.

Important: The installer does not provide an upgrade option for Data Transformation. You must first uninstall theprevious version, then run the installer for a fresh installation. If you are upgrading from a previous version of DataTransformation, you must upgrade all production environment computers and all design environment computers.Otherwise, you might have version conflicts.

1

Data Transformation TerminologyThe following table describes terms used in Data Transformation.

Term Definition

Client 1. The design environment.2. A user-defined application that calls the Engine through an API.

Deploy To copy a transformation project from the workspace on the design environment to the repository on theproduction environment.

Designenvironment

The design environment is a graphical environment for designing and configuring transformations. It ishosted on a Windows platform and contains the following components:- Data Transformation Studio (the Studio)- Eclipse- Document processors- Online documentation- A local copy of Data Transformation Engine (the Engine) and repositoryThis environment is installed by the client installer.Optional libraries can also be installed in the design environment.

Documentprocessor

A component that converts input from binary formats to character-based formats for further processing bythe Engine.

Engine The component that converts input files into output files. You can call the Engine from the console or byusing the Studio. A user-defined application can call the Engine through an API.

Productionenvironment

The production environment transforms actual data from input to output. It is hosted on a Linux, UNIX, orWindows platform and contains the following components:- The Engine- User-defined applications that call the engine through a defined API- The repository, which contains the transformation services that are used by the Engine- Document processorsThis environment is installed by the server installer.

Project A group of files that define a transformation. Projects are stored in the workspace in the designenvironment.

Repository A directory on the production environment that contains the files for transformation services that are usedby the Engine.

Server 1. The production environment.2. A component in the production environment that receives calls from user applications and then calls

the Engine.

Service A transformation project that has been made available to the Engine in the production environment.

Studio A software application based on the Eclipse platform. The Studio is used to design, configure, and testtransformation projects.

Transformation A group of files that define the changes from input to output.

Workspace The folder that contains all the projects in a design environment.

2 Chapter 1: Data Transformation Installation General Information

C H A P T E R 2

System RequirementsThis chapter includes the following topics:

¨ Design Environment Requirements, 3

¨ Production Environment Requirements, 3

Design Environment RequirementsVerify that the Windows computer for the design environment meets all hardware and software requirements.

Design Environment Hardware RequirementsA design environment has the following hardware requirements:

¨ CPU: 1 GHz

¨ RAM: 512 MB

¨ Disk space: 708 MB

The optional libraries require additional disk space. For more information, see the Data Transformation LibrariesGuide.

Design Environment Software RequirementsA design environment has the following software requirements:

¨ Operating system

- Windows 7 (32-bit or 64-bit)

- Windows XP Professional SP3 (32-bit)

- Windows Vista (32-bit)

- Windows 2003 Server SP2 (32-bit)

¨ Microsoft Internet Explorer 6.0 or later

Production Environment RequirementsVerify that the production environment computer meets all hardware and software requirements.

3

Windows Production Environment RequirementsA Windows production environment has the following requirements:

¨ Hardware

- CPU. 1 GHz

- RAM. 512 MB

- Disk space. 502 MB

¨ Operating system

- Windows 7 (32-bit or 64-bit)

- Windows 2008 Server R2 (64-bit)

- Windows 2008 Server (32-bit or 64-bit)

- Windows 2003 Server (32-bit or 64-bit)

¨ Software required for running Data Transformation Web Service API

- Microsoft Internet Explorer 6.0 or later

- IIS 5.1 or later

Linux and UNIX System Hardware RequirementsA Linux or UNIX system has the following hardware requirements:

¨ CPU. 1 GHz

¨ RAM. 512 MB

¨ Disk Space. 756 MB

HP-UX systems require an Itanium platform.

AIX System Software RequirementsA production environment can run on the following AIX operating system versions:

¨ AIX 5.3 with Technology Level 9

¨ AIX 6.1

An AIX 5.3 system requires Technology Level 9 and the following software packages:

Package Version Program Temporary Fix

bos.rte.bind_cmds 5.3.9.7 TL 9

bos.rte.libc 5.3.9.7 TL 9

bos.rte.libpthreads 5.3.9.3 TL 9

xlC.rte 10.1.0.0 TL 9

xlC.aix50.rte 10.1.0.0 TL 9

4 Chapter 2: System Requirements

Viewing AIX Maintenance Levelu To view the maintenance level for AIX 5.3, run the following command:

oslevel -rThe maintenance level appears.

Viewing AIX Software Packages1. Open the system management console by running the following command:

smittyThe system management console appears.

2. Click Software Installation and Maintenance > List Software and Related Information > List InstalledSoftware and Related Information > List Installed Software.

A list of installed software packages appears.

Viewing AIX Package Versionu To view the version number of an installed AIX software package, run the following command:

lslpp -l | grep <name>where l is a lower-case L and <name> is the package name.

The version number appears.

Setting the LDR_CNTRL VariablePerform the following procedure if the Data Transformation installer fails to run on an AIX 5.3 system.

1. Run the following command to determine the existing value of the LDR_CNTRL variable:echo $LDR_CNTRL

2. Save the result of step 1 if it is not empty.

3. Perform one of the following actions, depending on which shell you use:

Shell Description

sh, ksh, or bash Add the following lines to .profile:

¨ If the result of step 1 was empty:LDR_CNTRL=NOKRTLexport LDR_CNTRL

¨ If the result of step 1 was not empty:LDR_CNTRL="NOKRTL <result_of_step_1>"export LDR_CNTRL

csh or tcsh Add the following line to your ~/.cshrc or ~/.tcshrc file:

¨ If the result of step 1 was empty:setenv LDR_CNTRL NOKRTL

¨ If the result of step 1 was not empty:setenv LDR_CNTRL "NOKRTL <result_of_step_1>"

4. Force the environment variable to take effect by logging out and logging back in.

Production Environment Requirements 5

HP-UX System Software RequirementsA production environment can run on an Intel Itanium platform with the following HP-UX operating system versions:

¨ HP-UX 11.23

¨ HP-UX 11.31

An HP-UX 11.23 system requires the following patches:

Patch Minimum Version

PHCO_35524 1.0

PHCO_35997 1.0

PHKL_35029 1.0

PHKL_36244 1.0

PHSS_33350 1.0

PHSS_34043 1.0

PHSS_34859 1.0

PHSS_35165 1.0

PHSS_35528 1.0

PHSS_35535 1.0

PHSS_36336 1.0

Linux System Software RequirementsA production environment can run on x86 and x86-64 platforms with the following Linux operating system versions:

¨ Red Hat Enterprise Linux 5, update 3

¨ SUSE Linux Enterprise Server 10

¨ SUSE Linux Enterprise Server 11

Note: Data Transformation is compatible with the Linux GCC 4.1 compiler. Applications that are compiled with theLinux GCC 3 compiler are not supported.

Solaris System Software RequirementsVerify that the production environment running on a Solaris 10 system meets the software requirements.


Solaris System Patch RequirementsA Solaris 10 system requires the following patches:

Patch Minimum Version

118833 36

118918 24

119042 10

119254 38

119578 30

119963 08

120068 03

120753 05

120900 04

121133 02

121683 05

122032 04

Viewing Solaris Patchesu To confirm that a patch is installed on a Solaris system, run the following command:

showrev -p | grep <number>where <number> is the patch number.

If the patch is installed, its number and version appear.

Solaris Software Package RequirementsA Solaris 10 system requires the following software packages:

Package Minimum Version

SUNWcsl 11.10.0,REV=2005.01.21.15.53

SUNWcslr 11.10.0,REV=2005.01.21.15.53

SUNWcsr 11.10.0,REV=2005.01.21.15.53

SUNWlibC 5.10,REV=2004.12.22

SUNWlibms 5.10,REV=2004.11.23

Production Environment Requirements 7

Package Minimum Version

SUNWlibmsr 5.10,REV=2004.11.23

SUNWuiu8 1.5,REV=2004.11.24.10.12

Viewing Solaris Packagesu To confirm that a package is installed on a Solaris system, run the following command:

pkginfo -l <name>where l is a lower-case L and <name> is the package name.

If the package is installed, its name and version appear.


C H A P T E R 3

Pre-Installation TasksThis chapter includes the following topics:

¨ Pre-Installation Task List, 9

¨ Backing Up Essential Files, 9

¨ Uninstalling Previous Version of Data Transformation, 10

Pre-Installation Task ListBefore you run the server installer on an HP computer, unset the LD_PRELOAD environment variable. Run thefollowing command:

unsetenv LD_PRELOAD

Before you run the Data Transformation installer for an upgrade from an earlier version, perform the followingtasks:

¨ Ensure that all software and hardware prerequisites are met.

¨ Back up essential files on your design and production environments.

¨ Uninstall the previous version of Data Transformation.

Backing Up Essential FilesBefore you install a new version of Data Transformation, you must back up the following essential files that werecreated under previous versions:

Directory Default Location

Workspace(rev. 9.0.1.1 and earlier)

C:\Documents and Settings\<user>\My Documents\Informatica\DataTransformation\<version_number>\workspace (design environment only)

Repository <INSTALL_DIR>/DataTransformation/ServiceDB

Custom GlobalComponents directory(TGP files)

<INSTALL_DIR>/DataTransformation/autoInclude/user

9

Directory Default Location

Custom GlobalComponents directory(DLL and JAR files)

<INSTALL_DIR>/DataTransformation/externLibs/user

Configuration file <INSTALL_DIR>/DataTransformation/CMConfig.xml

License file <INSTALL_DIR>/DataTransformation/CDELicense.cfg

For more information about directory locations, see “Determining Installation Directory” on page 20.

Uninstalling Previous Version of Data TransformationIf you have a previous version of Data Transformation, you must uninstall it before you install the current version.The installer does not support upgrade.

1. Close all applications that use Data Transformation services.

2. If you are uninstalling version 4.x, uninstall all libraries.

3. Uninstall Data Transformation. For more information, see the Data Transformation Administrator Guide foryour version.

10 Chapter 3: Pre-Installation Tasks

C H A P T E R 4

Data Transformation InstallationThis chapter includes the following topics:

¨ Data Transformation Installation Overview, 11

¨ Running Data Transformation Client Graphical Installer, 12

¨ Running Data Transformation Client Silent Installer, 13

¨ Running Data Transformation Server Installer on Windows, 13

¨ Running DT Server Silent Installer on Windows, 14

¨ Running Data Transformation Server Installer in Graphical Mode on Linux or UNIX, 14

¨ Running Data Transformation Server Installer in Console Mode on Linux or UNIX, 15

¨ Running Data Transformation Server Installer in Silent Mode on Linux or UNIX, 16

¨ Uninstalling Data Transformation, 16

Data Transformation Installation OverviewThe following table describes the Data Transformation installers:

Installer Interface 32-Bit or 64-Bit Environment

Windows client installer GraphicalSilent

32-bit Design

Windows server installer GraphicalSilent

32-bit64-bit

Production

Linux server installer GraphicalConsoleSilent

32-bit64-bit

Production

AIX server installer GraphicalConsoleSilent

64-bit Production

HP-UX server installer GraphicalConsoleSilent

64-bit Production

Solaris server installer Graphical 64-bit Production

11

Installer Interface 32-Bit or 64-Bit Environment

ConsoleSilent

Note: The installer does not provide an upgrade option for Data Transformation. If you have a previous version,you must uninstall it and then perform a fresh installation of the current version.

Important: When you install the Informatica Services and the Data Transformation Studio on the same computer,you must install Informatica Services first. If you want to install Informatica Services on a Windows computer thatalready has the Studio, you must uninstall the Studio, install the Informatica Platform server, and re-install theStudio.

Running Data Transformation Client Graphical InstallerThis procedure installs the design environment on a Windows computer.

1. In the directory where the extracted installation files are located, double-click the install.bat file.

The Installation Type window appears.

2. Select Install Informatica 9.1.0 Clients, and then click Next.

The Installation Pre-Requisites window appears.

3. Click Next.

The Client Tool Selection window appears.

4. Select Informatica Data Transformation Studio 9.1.0, and then click Next.

At the same time, you can install the following Informatica client applications on the same computer:

¨ Informatica Developer

¨ PowerCenter Client

For more information, see the Informatica Developer Installation and Configuration Guide or the InformaticaPowerCenter Installation and Configuration Guide.

The Installation Directory window appears.

5. Enter the absolute path for the installation directory, and then click Next.

The installation directory must be on the current computer. The directory names in the path must not containspaces or the dollar sign ($).

Restriction: The total length of path name and file name in Eclipse is limited to 256 characters. If you choosea long installation path name, the Eclipse installation might not run.

Click the browse button to browse to the installation directory, or click Default to use the default directory.

The Data Transformation Studio Configuration window appears.

6. Select one of the following options, and then click Next:

Option Description

Install Data Transformation and astandalone copy of Eclipse

Installs the Studio and Eclipse 3.3.

12 Chapter 4: Data Transformation Installation

Option Description

Install Data Transformation on an existingEclipse installation

Installs the Studio and connects it to an existing Eclipse 3.2.2. or 3.3installation on your local machine. Click the browse button to browse to theeclipse.exe file you want to use.

The Pre-Installation Summary window appears.

7. Review the installation information, and then click Install.

The installer copies the required files to the local computer, and then the Post-Installation Summary windowappears.

8. Click Done.

Running Data Transformation Client Silent InstallerThis procedure installs the design environment on a Windows computer.

1. In the directory where you unpacked the server installation files, open SilentInput.properties for editing witha word processor.

2. If you want an installation directory other than the default, edit the entry for USER_INSTALL_DIR.

3. Change the value for DXT_COMP and CLIENT_COMP to 0.

4. To use an existing Eclipse installation, perform the following actions:

Action Description

1 Change the value for NEW_ECLIPSE_SELECTION to 0.

2 Add the path to the existing Eclipse installation to ECLIPSE_LOCATION.

5. Save the file.

6. Double-click silentInstall.bat.

The Data Transformation design environment is installed.

Running Data Transformation Server Installer onWindows

This procedure installs the production environment on a Windows computer.

1. In the directory where the extracted installation files are located, double-click the install.bat file.

The Informatica 9.1.0 window appears.

2. Select Install Data Transformation Engine 9.1.0 only, and then click Start.

Running Data Transformation Client Silent Installer 13

At the same time, you can install the Informatica Platform server applications on the same computer. Formore information, see the Informatica Developer Installation and Configuration Guide or the InformaticaPowerCenter Installation and Configuration Guide.

The Welcome window appears.

3. Click Next.








6. Click Done.

Running DT Server Silent Installer on WindowsThis procedure installs the production environment on a Windows computer.

1. In the directory where you unpacked the server installation files, open SilentInput_DT.properties for editingwith a word processor.

2. If you want an installation directory other than the default, edit the entry for USER_INSTALL_DIR.

3. Save the file.

4. Double-click silentInstallDT.bat.

The Data Transformation production environment is installed.

Running Data Transformation Server Installer inGraphical Mode on Linux or UNIX

This procedure installs the production environment on a Linux or UNIX computer.

1. Open a command window.

2. Change to the directory where the extracted installation files are located, and then run the followingcommands:

chmod +x install.sh./install.sh

The installer prompts you to read the Installation Guide and Release Notes and the following prompt appears:

Do you want to continue?3. Enter y.


4. Enter 2 to install Informatica 9.1.0 DT Server.

5. Enter g to select GUI Mode.

The Welcome window appears.

6. Click Next.








9. Click Done.

Running Data Transformation Server Installer inConsole Mode on Linux or UNIX



2. Change to the directory where the extracted installation files are located, and then run the followingcommands:

chmod +x install.sh./install.sh

The installer prompts you to read the Installation Guide and Release Notes and to configure the LANG andLC_ALL variables, and then the following prompt appears:


4. Enter 2 to install Informatica 9.1.0 DT Server.

The following prompt appears:WARNING:Environment variable LANG and LC_ALL are not set.You may not be able to create 9.1.0 Services.

Do you want to continue? (Y/N)5. Enter y.

6. Enter c to select Console Mode.

The Welcome screen appears.

7. Press Enter.

The Installation Directory screen appears.

8. Enter the absolute path for the installation directory, and then press Enter.

Running Data Transformation Server Installer in Console Mode on Linux or UNIX 15


Press Enter to use the default directory.

The Pre-Installation Summary screen appears.

9. Review the installation information, and then press Enter.

The installer copies the required files to the local computer, and then the Post-Installation Summary screenappears.

10. Press Enter.

Running Data Transformation Server Installer in SilentMode on Linux or UNIX



2. Change to the directory where the extracted installation files are located.

3. Back up the SilentInput_DT.properties file, and then open it for editing.

4. Modify the USER_INSTALL_DIR installation parameter to include the absolute path to the installationdirectory.

5. Save the file and rename it to SilentInput.properties.

6. Enter the following command:./SilentInstallDT.sh

The installer prompts you to read the Installation Guide and Release Notes and to configure the LANG andLC_ALL variables, and then the following prompt appears:


The following prompt appears:WARNING:Environment variable LANG and LC_ALL are not set.You may not be able to create 9.1.0 Services.

Do you want to continue? (Y/N)8. Enter y.

Data Transformation server is installed and the command prompt appears.

If the installation fails, view the installation log files and correct the errors, and then run the silent installer again.

Uninstalling Data TransformationThis procedure uninstalls Data Transformation 9.1.0.

1. Close the Studio and all processes that activate the Engine.


2. If you are uninstalling Data Transformation version 9.0.1.1 or earlier prior to a version upgrade, back up thelicense and all customized files.

For more information, see “Backing Up Essential Files” on page 9.

3. To run the uninstaller, perform one of the following actions:

Operating System Action

Windows XP and earlier In the Windows Control Panel, select Add or Remove Programs, and then select theoption to remove Data Transformation.

Windows 7 In the Windows Control Panel, select Programs and Features, and then select the optionto remove Data Transformation.

Linux or UNIX 1. Change to the following directory:<INSTALL_DIR>/Uninstaller_Server

2. Run the following command to uninstall Data Transformation:./uninstaller.sh

Operating System Result

Windows The Uninstallation window appears.

Linux or UNIX The Uninstallation screen appears.

4. Perform one of the following actions:


Windows Click Uninstall.

Linux or UNIX Press Enter.

The system prompts you to shut down all services.



Windows Click Continue.

Linux or UNIX Press 2.

Data Transformation files are removed from the computer, essential customer customized files are backed upin the <INSTALL_DIR>/DataTransformation_910_Backup directory, and the system displays the following message:Uninstallation completed.Note: There is no log file containing the details of the uninstall operation.

Uninstalling Data Transformation 17



Windows Click Done.

Linux or UNIX Press Enter.

7. When the uninstallation is complete, move the <INSTALL_DIR>/DataTransformation_910_Backup directory, andthen delete the installation directory and all files remaining in it.


C H A P T E R 5

Post-Installation TasksThis chapter includes the following topics:

¨ Post-Installation Task List, 19

¨ Determining Installation Directory, 20

¨ Installing a License File for Data Transformation Engine, 20

¨ Data Transformation Environment Variables, 20

¨ Method of Calling Data Transformation Engine, 25

¨ Production Server Cluster Configuration, 27

¨ Multiple Configurations on Single Computer, 28

Post-Installation Task ListAfter you complete the installation of the Data Transformation production environment or design environment,perform the following tasks:

¨ For production environment:

- For a Data Transformation Engine installed without Informatica Platform, install the license on eachproduction environment machine.

- For a Linux or UNIX installation, configure the environment variables for each user.

- Configure the invocation of Data Transformation Engine.

- Configure Data Transformation.

- For an Engine installation on a cluster of identical machines, configure the method of storage for therepository.

- For an Engine installation that requires two or more configurations, create copies of the configuration file foreach user.

- Assign permissions to users and applications. For more information, see the Data TransformationAdministrator Guide.

- Install optional libraries. For more information, see the Data Transformation Libraries Guide.

¨ For design environment:

- Configure Data Transformation.

- Install optional libraries. For more information, see the Data Transformation Libraries Guide.

19

Determining Installation DirectoryThe user chooses the installation directory at the time of installation. The default directory differs depending on theoperating system.

¨ Windows. c:\Informatica\9.1.0¨ Linux and UNIX (root user). /root/Informatica/9.1.0¨ Linux and UNIX (other user). /home/<user_name>/Informatica/9.1.0Use the following procedure if a different installation directory was chosen.

u Run the following command:CM_console -v

The installation directory appears after Configuration file: and before /DataTransformation/.

Installing a License File for Data Transformation EngineUse 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. ItemfieldContentMaster 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

Data Transformation Environment VariablesData Transformation uses environment variables for the paths to the following files:

¨ Engine executables

¨ JRE executables

¨ Data Transformation configuration files

20 Chapter 5: Post-Installation Tasks

On Windows, the installer sets up the required environment variables. The environment variables are loaded intomemory when the user logs on. The system administrator can configure an optional environment variable that isused to select an alternative configuration file.

On Linux and UNIX, the installer creates a shell script, setEnv.sh and setEnv.csh, which sets default values for theenvironment variables. The environment variables are loaded into memory during the following events:

¨ When the user logs on, if the system administrator has configured the user's profile or a logon script.

¨ When the user opens a command line and runs a script that loads the environment variables.

¨ When a process runs setEnv.sh or setEnv.csh and calls the Engine out of process.

Note: On Linux and UNIX, you must load the environment variables before you run the CM_console command.

Windows Environment Variables ReferenceThe following table describes the environment variables used on Windows platforms:

Environment Variable Description

IFConfigLocation4 The path of the alternate configuration file.

IFCONTENTMASTER_HOME <INSTALL_DIR>\DataTransformation, the Data Transformation home directory, whichcontains the following files:- CMConfig.xml- CMConfig.xsd- CDELicense.cfg

OSSINFO <INSTALL_DIR>\DataTransformation

Path <INSTALL_DIR>\DataTransformation\binNote: Some Java document processors require that the JRE be added to the path.

Linux and UNIX Environment Variable ReferenceOn Linux and UNIX platforms, the Data Transformation installer assigns the following values to the environmentvariables in the setEnv.sh and setEnv.csh files in the <INSTALL_DIR>/DataTransformation directory:

Environment Variable OperatingSystem

Value

CLASSPATH All <INSTALL_DIR>/DataTransformation/api/lib/CM_JavaAPI.jar

CMJAVA_PATH All <INSTALL_DIR>/java/jre/lib/<processor>/server:<INSTALL_DIR>/java/jre/lib/<processor>

IFCONTENTMASTER_HOME All <INSTALL_DIR>/DataTransformation

IFCMPath All <INSTALL_DIR>/DataTransformation

LD_ADD_ON All <INSTALL_DIR>/DataTransformation/bin:<INSTALL_DIR>/java/jre/lib/<processor>/server:<INSTALL_DIR>/java/jre/lib/<processor>

LD_LIBRARY_PATHLD_LIBRARY_PATH_64

SolarisLinux

<INSTALL_DIR>/DataTransformation/bin:<INSTALL_DIR>/java/jre/lib/<processor>/server:<INSTALL_DIR>/java/jre/lib/<processor>

Data Transformation Environment Variables 21

Environment Variable OperatingSystem

Value

HP-UX

LDR_CNTRL AIX USERREGS

LIBPATH AIX <INSTALL_DIR>/DataTransformation/bin:<INSTALL_DIR>/java/jre/lib/<processor>/server:<INSTALL_DIR>/java/jre/lib/<processor>

OSSINFO All <INSTALL_DIR>/DataTransformation

PATH All <INSTALL_DIR>/DataTransformation/binNote: Some Data Transformation Java document processors requirePATH to include the path to the JRE.

PLATFORM All '/bin/uname'

SHLIB_PATH HP-UX <INSTALL_DIR>/DataTransformation/bin:<INSTALL_DIR>/java/jre/lib/<processor>/server:<INSTALL_DIR>/java/jre/lib/<processor>

where:

¨ <INSTALL_DIR> is the Data Transformation installation directory.

¨ <processor> is the CPU in the computer.

Customizing Environment Variables for Linux and UNIXUse the following procedure when two or more users require different values for environment variables.

1. In the <INSTALL_DIR>/DataTransformation directory, open setEnv.sh or setEnv.csh for editing.

2. Edit the values for the required environment variables.

3. Save the file under a new name.

4. Update all of the following files with the new file name:

¨ The .profile file of each affected user (sh, ksh, or bash)

¨ The .login file of each affected user (csh or tcsh)

¨ All relevant script files used by the affected user

Loading Environment Variables for Linux and UNIXOn Linux and UNIX, the user must load the environment variables for the Engine.

u Load the environment variables by performing one of the following actions:

Method Action

Loading from the console Enter the following command:

¨ sh, ksh, or bash: ./<INSTALL_DIR>/setEnv.sh¨ csh or tcsh: source /<INSTALL_DIR>/setEnv.csh


Method Action

Loading from the user profile when the user logs on Add the following line to the .profile file of each user:


Loading from a script Add the following line to the script file:


LD_PRELOAD Environment Variable on HP-UXHP-UX systems use the LD_PRELOAD environment variable to select the libjvm shared object. LD_PRELOADmust be set or unset depending on how the Data Transformation service is activated.

LD_PRELOAD must be set in the following circumstances:

¨ The service is activated in a process that requires the libjvm shared object.

¨ The service uses one of the following Java document processors:

- ExcelToDataXml

- ExcelToTextML

- ExcelToXml

- PowerpointToTextML

- WordToTextML

- WordToXml

- XmlToExcel

LD_PRELOAD must be unset in the following circumstances:

¨ You are installing Data Transformation.

¨ The service runs a tcsh script.

If you have applications with different requirements for LD_PRELOAD, you must run them in different shells.

Setting the LD_PRELOAD Environment Variable on HP-UXu Set LD_PRELOAD to point to the libjvm shared object of the JRE by running the following command:

setenv LD_PRELOAD "<INSTALL_DIR>/java/jre/lib/IA64W/server/libjvm.so"

Unsetting the LD_PRELOAD Environment Variable on HP-UXu Unset LD_PRELOAD by running the following command:

unsetenv LD_PRELOAD

Example of setEnv.csh FileThe following example shows the setEnv.csh environment variables file. The user sets <INSTALL_DIR> at the time ofinstallation.

set IFCMPath = "<INSTALL_DIR>/DataTransformation"setenv CMJAVA_PATH "<INSTALL_DIR>/java/jre/lib/<processor>/server:<INSTALL_DIR>/java/jre/lib/<processor>"

Data Transformation Environment Variables 23

setenv OSSINFO "<INSTALL_DIR>/DataTransformation"

# Prepend ContentMaster to the PATHif ( ! $?PATH ) then setenv PATH "${IFCMPath}/bin"else setenv PATH "${IFCMPath}/bin:${PATH}"endif

# Update IFCONTENTMASTER_HOME.setenv IFCONTENTMASTER_HOME "${IFCMPath}"

# Prepend CM path CLASSPATHif ( ! $?CLASSPATH ) then setenv CLASSPATH "${IFCMPath}/api/lib/CM_JavaAPI.jar"else setenv CLASSPATH "${IFCMPath}/api/lib/CM_JavaAPI.jar:${CLASSPATH}"endif

set LD_ADD_ON="${IFCMPath}/bin:${CMJAVA_PATH}"set PLATFORM="`/bin/uname`"

# Solaris, Linux, and HP-UX# note: on HP-UX we update both LD_LIBRARY_PATH and SHLIB_PATH if ( "$PLATFORM" == "SunOS" || "$PLATFORM" == "Linux" || "$PLATFORM" == "HP-UX" ) then # if 64 bit ld path defined, add addons to it too if ( $?LD_LIBRARY_PATH_64 ) then setenv LD_LIBRARY_PATH_64 "${LD_LIBRARY_PATH_64}:${LD_ADD_ON}" endif

# Add CM & java path & odbc path to LD_LIBRARY_PATH if ( ! $?LD_LIBRARY_PATH ) then setenv LD_LIBRARY_PATH "${LD_ADD_ON}" else setenv LD_LIBRARY_PATH "${LD_LIBRARY_PATH}:${LD_ADD_ON}" endifendif

# HP-UXif ( "$PLATFORM" == "HP-UX" ) then # Add CM & java path & odbc path to SHLIB_PATH if ( ! $?SHLIB_PATH) then setenv SHLIB_PATH "${LD_ADD_ON}" else setenv SHLIB_PATH "${SHLIB_PATH}:${LD_ADD_ON}" endifendif

# AIXif ( "$PLATFORM" == "AIX" ) then # Add CM & java path & odbc path to LIBPATH if ( ! $?LIBPATH) then setenv LIBPATH "${LD_ADD_ON}" else setenv LIBPATH "${LIBPATH}:${LD_ADD_ON}" endif

if ( ! $?LDR_CNTRL ) then setenv LDR_CNTRL USERREGS else setenv LDR_CNTRL "USERREGS $LDR_CNTRL" endifendif


Method of Calling Data Transformation EngineEach instance of Data Transformation Engine runs in one of the following modes, depending on the requirementsof the application:

¨ In Process. The Engine runs in the process of the calling application.

¨ Out of Process. The Engine runs in its own process. A user application process calls the Data TransformationServer, which calls the Engine.

If your organization has applications that require calling the Engine both in process and out of process, you musthave at least one instance for each type of call. On a Linux or UNIX production environment, you can havemultiple installations of the Engine in separate directories.

Comparison of Calling the Engine In Process and Out of ProcessThe Data Transformation APIs enable applications to call the Engine in process or out of process. Whenapplications call the Engine out of process, they access it through the Data Transformation Server, which is acomponent of the Engine.

When an application calls the Engine in process, it might give faster performance.

Calling the Engine out of process has the following advantages:

¨ 64-bit Windows or Linux processes can activate a 32-bit version of the Engine.

¨ An Engine failure is less likely to disrupt the calling application.

¨ It can help prevent binary collisions with other modules that run in the process of the calling application.

¨ Some of the APIs are only available to call the Engine out of process.

The following table describes whether an application can call the Engine in process or out of process:

Platform DataTransformationVersion

32-Bit Calling Application 64-Bit Calling Application

In Process Out of Process In Process Out of Process

Windows 32-Bit 32-Bit Yes Yes n/a n/a

Windows 64-Bit 32-Bit Yes Yes No Yes

Windows 64-Bit 64-Bit No Yes Yes Yes

AIX 64-Bit No Yes Yes Yes

HP-UX 64-Bit No Yes Yes Yes

Linux on x86 32-Bit Yes Yes n/a n/a

Linux on x86-64 64-Bit No Yes Yes Yes

Solaris 64-Bit No Yes Yes Yes

Determining the Data Transformation VersionTo determine whether you have a 32-bit or 64-bit Data Transformation version, open a command prompt and runthe following command:

CM_console -v

Method of Calling Data Transformation Engine 25

The command displays a package identifier, which is a code that uniquely identifies your Data Transformationversion. The code contains the substring 32 or 64.

Configuring the Method of Calling the Engine

1. Edit CMConfig.xml or use the configuration editor to add a new Invocation parameter under the CMConfiguration > CM Engine node in the Data Transformation configuration.

2. For the Value of the Invocation parameter, select one of the following values:

Value Description

InProc In-process invocation

Server Out-of-process invocation

3. If you have set Invocation to Server, edit the following parameters under the CM Configuration > CM Engine> CM Server node:

Setting RequiredorOptional

Description

Server Path Requiredon Linuxand UNIX

The path to the CM_Server.sh shared object. Set its value to:<INSTALL_DIR>/bin/cm_server.shConfirm that CM_Server.sh has execute permission by running the followingcommand:chmod a+x <INSTALL_DIR>/bin/cm_server.sh

Thread Stack Size Optional The stack size, in kilobytes, that the Server allocates to each thread. Default is1024.

Restart Timeout Optional The time interval in seconds. Default is 900.

Number of Retries Optional The maximum number of permitted restarts. Default is 4.

Thread Pool Size Optional The maximum number of Engine threads that can run client requests concurrentlyfor each process. If the number of client requests exceeds the number ofavailable threads, the Server queues the requests until a thread is available.Default is 4.

If there is a communications failure, where a client process receives no response at all from the Engine, itattempts to restart it. It continues to attempt the number of retries indicated by Number of retries during theinterval indicated by Restart timeout. Successful interactions between the client process and the Engine,including successful error responses, are not relevant to this count. Each client process maintains its owncount of communications failures during the previous interval defined in Restart timeout.

4. Click the Save icon.

5. If you have set Invocation to Server, confirm that the environment variable settings are correct in the setEnv.shfile.


Production Server Cluster ConfigurationFor better performance and availability, you can install the Data Transformation production environment on acluster of Linux, UNIX, or Windows machines. The configuration of each node in the cluster must be identical. Youcan copy the configuration of one machine to another machine by copying the CMConfig.xml file.

Restriction: You cannot copy the configuration of a machine of one type to a machine of another type. Forexample, you cannot copy the configuration file from Windows to Linux. You also cannot copy the configuration ofa Windows production environment to a design environment.

You can configure the production environment cluster in the following ways:

¨ Replicated Storage. Each node has an identical copy of the repository, and services must be deployed to allnodes.

¨ Shared Storage. All nodes access the repository on a shared file server, and services are deployed to theshared storage.

Configuring a Cluster Production Environment with Shared Storage1. Edit CMConfig.xml or use the configuration editor to set the value of CM Configuration > CM Repository >

File System > Base Path to a directory on a shared file server.

2. Copy the CMConfig.xml file to each production environment node in the cluster.

Configuring a Cluster Production Environment with Replicated Storage1. On each node in the cluster, edit CMConfig.xml or use the configuration editor to set the value of CM

Configuration > CM Repository > File System > Base Path.

2. Copy the repository to each production environment node in the cluster.


Option Action

Linux, UNIX, or Windows Copy the update.txt file to each node in the cluster.

Linux or UNIX On each node in the cluster, open a command prompt, change to the repository directory,and enter the following command:touch update.txt

Installing Data Transformation on Microsoft Cluster ServerThe following procedure describes how to install Data Transformation on Microsoft Cluster Server on Windows XP.

1. Run the Data Transformation installer on the active node.

The system prompts you for the repository location.

2. Assign a path on the quorum disk.

3. Make the other node active, and repeat steps 1 through 2.

Assign the same path to the installation folder and to the repository location on each node.

4. On each node, open the Data Transformation configuration editor and edit the CM Configuration > General> CM Reports Directory setting, which is the location where Data Transformation Engine stores log files. Thesettings on both nodes must point to the same folder on the quorum disk.

Production Server Cluster Configuration 27

5. If your Data Transformation system requires a license file, install a copy of the file on each node. For moreinformation, see “ Installing a License File for Data Transformation Engine” on page 20.

Multiple Configurations on Single ComputerOne computer can run two or more concurrent instances of Data Transformation Engine.

Note: On Linux or UNIX, you can install two or more copies of Data Transformation if you install each copy in aseparate directory and start each copy with the appropriate environment variables.

You can customize the configuration to meet the requirements of two or more applications or transformationservices. For example:

¨ One application might call the Engine in process and another might call it out of process.

¨ Two services might have different requirements for the JRE:

- JRE version

- JRE initialization parameters

- JRE stack size

¨ Each group of services might require a separate repository or report directory.

When Data Transformation Engine starts, it searches for its CMConfig.xml configuration file and uses the firstconfiguration file it finds. The Engine searches the directories in the following order:

1. The directory specified by the optional IFConfigLocation4 environment variable.

2. The /home directory of the user (Linux and UNIX only).

3. The directory specified by the IFCONTENTMASTER_HOME environment variable.

Using Multiple JREs on WindowsUse the following procedure when two or more transformation services require different versions or differentconfigurations of the JRE.

On Windows, the JRE is configured using the CMConfig.xml configuration file.

1. Back up the CMConfig.xml configuration file.

2. Use the configuration editor or a text editor to modify the values of following parameters:

Parameter Description

General > Java > Home JRE \bin directory

General > Java > Maximum Heap Size Memory usage

CM Engine > Maximum Heap Size JRE \bin\client directory

3. Save your changes under the same file name.


4. Perform one of the following actions for each version of CMConfig.xml:

Option Action

Configuration selected by custom environment variable Assign a value to the IFConfigLocation4 environmentvariable for the application user that uses this configuration.

Configuration selected by default Move the edited file to the <INSTALL_DIR>\DataTransformation directory.

5. If you want the original version of CMConfig.xml to be the default choice, restore the backup copy to the<INSTALL_DIR>\DataTransformation directory.

Using Multiple JREs on Linux or UNIXUse the following procedure when two or more transformation services require different versions or differentconfigurations of the JRE.

The following table describes the environment variables that configure the JRE on Linux or UNIX machines:

System Environment Variables

Linux and Solaris CLASSPATHLD_LIBRARY_PATH

AIX CLASSPATHLIBPATH

HP-UX CLASSPATHLD_LIBRARY_PATHSHLIB_PATH

Note: Some Java document processors require the PATH to include the path to the JRE.

u For each application that calls a transformation service, perform one of the following actions, depending onthe method that the application uses to load the environment variables:

Method of Loading EnvironmentVariables

Action

Default shell scriptRunning transformation from the console

Add the required environment variables to the setEnv.sh orsetEnv.csh file.

Custom script 1. Add the required environment variables to the script.2. Configure the user application to call the script.

User login (csh or tcsh) Add the required environment variables to the .login file for theuser.

User profile (sh, ksh, or bash) Add the required environment variables to the .profile file for theuser.

Multiple Configurations on Single Computer 29

C H A P T E R 6

Testing and TroubleshootingThis chapter includes the following topics:

¨ Testing Data Transformation Engine, 30

¨ Testing Installation of Document Processors, 31

¨ Installation Troubleshooting, 31

¨ Log Files, 33

Testing Data Transformation EngineAfter you install the software, perform a quick test to verify that Data Transformation Engine operates correctly.

1. Open a command prompt.

2. Run the CM_console command without any parameters.

The following usage message appears:Usage:CM_console <Service name> [Additional options]...

3. Change to the following directory:

<INSTALL_DIR>/DataTransformation/setupTests4. Run the following command to copy the testCME sample project to the repository:

cp -R testCME <INSTALL_DIR>/DataTransformation/ServiceDB5. Run the following command to test the testCME service:

CM_console testCMEThe service performs a simple transformation on a flat file source document, and then displays the followingresult:

<Result>Test Succeeded</Result>

30

Testing Installation of Document ProcessorsYou can test the installation of the document processors by running the testCMDP service. The service reads anExcel spreadsheet, converts it to ASCII with the ExcelToXml document processor, and runs transformations on itto produce XML output.

1. Change to the following directory:

<INSTALL_DIR>/DataTransformation/setupTests2. Run the following command to copy the testCMDP sample project to the repository:

cp -R testCMDP <INSTALL_DIR>/DataTransformation/ServiceDB3. If you are testing an HP-UX installation, run the following command:

setenv LD_PRELOAD "<INSTALL_DIR>/java/jre/lib/IA64W/server/libjvm.so"4. Run the following command:

CM_console testCMDPThe following output appears:

<Report><Name>John Doe</Name><Age>29</Age><Sex>Male</Sex><Report><Q Year="2000" Q="1">5</Q><Q Year="2000" Q="2">6</Q><Q Year="2000" Q="3">7</Q><Q Year="2000" Q="4">3</Q><Q Year="2001" Q="1">5</Q><Q Year="2001" Q="2">8</Q><Q Year="2001" Q="3">3</Q><Q Year="2001" Q="4">3</Q><Q Year="2002" Q="1">3</Q><Q Year="2002" Q="2">4</Q><Q Year="2002" Q="3">2</Q><Q Year="2002" Q="4">8</Q></Report></Report>

Installation TroubleshootingYou can troubleshoot installation problems by performing the following actions:

Problem Solution

Out-of-memory errors. Increase the Java heap size. See “Setting JRE Heap Size” onpage 32.

Large documents are not processed properly. Review the memory settings. See:- “Setting JRE Heap Size” on page 32- “Memory Allocation on HP-UX” on page 32

Application call to C++ or Java API fails on HP-UX. Set the LD_PRELOAD environment variable correctly. See “LD_PRELOAD Environment Variable on HP-UX” on page 23.

Java document processors do not run. Set the PATH environment variable to include the path to theJRE.

Testing Installation of Document Processors 31

Problem Solution

Core files are generated when Java processing of largedocuments fails on AIX.

Start Java with the -Xdisablejavadump switch.

Installer fails to run on AIX 5.3. Set the LDR_CTRL environment variable. See “Setting theLDR_CNTRL Variable” on page 5.

Installer fails to run on HP-UX. Unset the LD_PRELOAD environment variable. See “Unsetting the LD_PRELOAD Environment Variable on HP-UX” on page 23.

Installation tests fail on Linux or UNIX. Review the values of the environment variables and themethods of loading them. See “Data TransformationEnvironment Variables” on page 20.

Data Transformation fails to run under the Common DesktopEnvironment in the sh or ksh shells.

Uncomment the following line in the ~/.dtprofile file:DTSOURCEPROFILE=true

Data Transformation fails to run under the Common DesktopEnvironment in the bash shell.

Add the following line to the ~/.bashrc file:../.profile

Data Transformation fails to run under an operating systememulator.

Install and run Data Transformation under the nativeoperating system.

Installation succeeds but the Studio does not run and thefollowing error message is displayed:The Eclipse executable launcher was unable to locate its companion shared library.

The installation directory might have too many characters,which causes Eclipse path names to exceed 256 characters.Reinstall using the default installation directory.

For further assistance, contact your system administrator or Informatica Global Customer Support.

Setting JRE Heap SizeIf a Java component of Data Transformation fails to process very large documents or displays out-of-memoryerrors, the problem might be an inadequate JRE heap size or stack size.

Note: If you set a large Java heap size, you increase the Data Transformation memory requirement.

To control the JRE stack size, see the Java documentation.

1. Open the Data Transformation configuration editor.

2. On the left side of the window, select CM Configuration > General > Java.

3. In the right panel, change the value of Maximum Heap Size as required.

Memory Allocation on HP-UXHP-UX systems allocate virtual memory to a process in four 1-GB quadrants. The default allocation is as follows:

¨ Q1. Main executable code and data

¨ Q2. Main executable heap and stack

¨ Q3. Shared modules code and data

¨ Q4. Shared modules code and stack

To process very large inputs, you can use the chatr utility to allocate more memory for Data TransformationEngine.

32 Chapter 6: Testing and Troubleshooting

Log FilesThe following table describes log files generated by Data Transformation components. Some of the locations canbe configured by the system administrator or the user.

Log Directory and File Name Location Configuration Procedure

Studio log c:\Users\<USER_NAME>\My Documents\Informatica\DataTransformation\910\workspace\.metadata\.log

Not configurable

Studio log c:\Users\<USER_NAME>\My Documents\Informatica\DataTransformation\910\workspace\.metadata\cmlog.txt

1. In the Studio, click Window > PreferencesThe Preferences dialog box appears.

2. In the left panel, select Data Transformation,select Logging, and then select a location.

Studio log <INSTALL_DIR>\DataTransformation\CMReports\Init\GUI_Events.cme

In the Data Transformation configuration file, editthe value of the following parameter: CM Configuration > General > CM Reportsdirectory

Engine log <INSTALL_DIR>/DataTransformation/CMReports/Init/Events.cme

In the Data Transformation configuration file, editthe value of the following parameter: CM Configuration > General > CM Reportsdirectory

Engine serverdiagnostic log

user-defined In the Data Transformation configuration file, editthe values of the following parameters: CM Configuration > CM Engine > CM Server >Log location CM Configuration > CM Engine > CM Server >Debug level

Application logs <INSTALL_DIR>/DataTransformation/UserLogs/<USER-DEFINED>

In the Data Transformation configuration file, editthe value of the following parameter: CM Configuration > General > User logs directorySee also the Data Transformation EngineDeveloper Guide.

Client installationlogs

- <INSTALL_DIR>/Informatica_9.1.0_Client.log

- <INSTALL_DIR>/Informatica_9.1.0_Client_InstallLog.log

Not configurable

Log Files 33

C H A P T E R 7

Data Transformation SystemConfiguration

This chapter includes the following topics:

¨ Data Transformation System Configuration Overview, 34

¨ Using the Configuration Editor, 34

¨ Configuration Settings Reference, 35

Data Transformation System Configuration OverviewThe functionality of Data Transformation is controlled through system configuration settings that are loaded whenData Transformation Studio or Engine is started. The current settings are stored in the CMConfig.xml file and theoriginal configuration at time of installation is stored in CMConfig.xml.backup. These files are located in theinstallation directory. When multiple configurations are required, additional versions of CMConfig.xml are located inthe following directories:

¨ The directory pointed to by the IFConfigLocation4 environment variable.

¨ The /home/ directory of each user on Linux or UNIX systems

You can edit the CMConfig.xml configuration file in one of the following ways:

¨ Using the configuration editor.

¨ Using a text editor.

The functionality of Data Transformation is also controlled through system environment variables. For moreinformation, see “Data Transformation Environment Variables” on page 20.

Using the Configuration EditorYou can use the configuration editor to change Data Transformation system settings.

1. Back up the CMConfig.xml configuration file.

34

2. Open the configuration editor by performing one of the following actions:

System Action

Windows Click Start > All Programs > Informatica 9.1.0 > Data Transformation > Configuration.

LinuxUNIX

Open a command line, and then run the following command:<INSTALL_DIR>/DataTransformation/CMConfig

3. In the tree in the left panel, select a parameter group.

The list of parameters in the group appears in the right panel. Read-only parameters are displayed on a graybackground.


Action Description

To add a new parameter In the tree in the left panel, right-click a parameter group, click Add, and then selectthe parameter that you want to add.The parameter appears in the right panel.

To change the value of aparameter

Double-click the value in the right column, then type or select the new value. Tochange the value of a path variable, click the browse button, and then select thepath.

To remove a parameter In the right panel, right-click the parameter, and then click Remove.

Note: Some parameters cannot be removed.

5. Click the Save icon.

The changes are saved to CMConfig.xml.

6. Restart the Data Transformation Studio or Engine.

Configuration Settings ReferenceThe following tables describe the editable parameters as they appear in the tree in the configuration editorinterface.

CM Configuration

Parameter Description Default Value

file_format The version number of the configurationfile format. Do not change this value

1001

Configuration Settings Reference 35


unless instructed by Informatica GlobalCustomer Support.

xmlns:xsi The namespace of the XML schemalanguage used in Data Transformation.The value is read-only.

http://www.w3.org/2001/XMLSchema-instance

xsi:noNamespaceSchemaLocation The file name of the schema forvalidating Data Transformationconfiguration files. The value is read-only.

CMConfig.xsd

CM Configuration > General


Minimum configuration refresh interval The time interval, in microseconds, atwhich Data Transformation checks forsystem configuration updates.

36000000

Default code page The default working encoding of Studioprojects.

Windows_1252

CM log files directory The name of the log directory. Logs

Language ID The language of the user interface forthe Studio, the configuration editor, andthe syntax conversion tool.

en_US

CM Reports directory The path to the directory where theEngine stores event logs and reports.

<INSTALL_DIR>/DataTransformation/CMReports

User logs directory The path to the directory where theEngine stores user-defined logs.

<INSTALL_DIR>/DataTransformation/UserLogs

Site license key A site license key for DataTransformation. Do not change thisvalue unless instructed by InformaticaGlobal Customer Support.

n/a

CM Configuration > General > Java


Home The path to the JRE that runs theEngine.

<INSTALL_DIR>\clients\java\jre\bin

Maximum Heap Size The maximum heap size, in megabytes,that the JRE can use. This valuecontrols the maximum size ofdocuments that can be processed bydocument processors. Do not changethis value unless instructed byInformatica Global Customer Support.

64

36 Chapter 7: Data Transformation System Configuration

CM Configuration > CM Repository


mode The access mode of the repository. Donot change this value unless instructedby Informatica Global CustomerSupport.

FileSystem

CM Configuration > CM Repository > File System


Base Path The location of the repository whereData Transformation services arestored.

<INSTALL_DIR>/DataTransformation/ServiceDB

CM Configuration > CM Engine


Days to keep history The number of days that the Enginesaves event logs.

4

PreprocessorMaxBuf The maximum buffer size for inputdocuments, in bytes. Do not change thisvalue unless instructed by InformaticaGlobal Customer Support.

5000000

Service refresh interval The time interval, in seconds, at whichData Transformation checks forrepository updates such as new orrevised services.

30

Reuse memory between requests A memory allocation option. Do notchange this value unless instructed byInformatica Global Customer Support.

true

JVM Location The location of the JRE (Windows only).Important: The configuration editorrequires the JRE. If you edit this value,save the new setting and exit theconfiguration editor before you uninstallthe previous JRE.

<INSTALL_DIR>\java\bin\client

Invocation The method of calling the Engine.- InProc. In-process- Server. Out-of-process

InProc

Disable concurrency Disables running the Engine in morethan one thread. Do not change thisvalue unless instructed by InformaticaGlobal Customer Support.

false


CM Configuration > CM Engine > CM Server


Debug level The degree of verbosity of theCMServer diagnostic log.- 0. None- 1. Vital information only- 2. Invocation diagnostic information- 3, 4. Detailed diagnostic information- 5. Complete diagnostic information

n/a

Log location Path to the CMServer diagnostic log. n/a

Number of retries The maximum number of restartspermitted during the interval specified inRestart timeout . If a client processexceeds this number, it stops trying torestart the Engine.

4

Restart timeout The time interval in seconds duringwhich restarts are counted.

900

Server Path The path to the CM_Server.sh sharedobject (Linux and UNIX only).

<INSTALL_DIR>/bin/cm_server.sh

Thread Pool Size The maximum number of Enginethreads that can run client requestsconcurrently per process. If the numberof client requests exceeds the numberof available threads, the Server queuesthe requests until a thread is available.

4

CM Configuration > CM Engine > JVM Init Parameters


JVM parameter Initialization parameters for the JRE.You can add multiple parameters ifrequired.

n/a

CM Libraries > HIPAA Validation


Url IP address or host name and port of theHIPAA Validation engine.

n/a

CM Libraries > HIPAA Validation > RemoteWS


LocalPath Path of the HIPAA Validation engine asseen from the local computer. This

n/a



parameter cannot be edited with theconfiguration editor.

RemotePath Path of the HIPAA Validation engine asseen from a remote computer. Thisparameter cannot be edited with theconfiguration editor.

n/a

CM Configuration > CM Studio > Eclipse


Workspace The Studio workspace directory path.Close the Studio before editing the path.

C:\Users\<USERNAME>\Informatica\DataTransformation\910\workspace

Eclipse Command Line Parameters A string of parameters that control thebehavior of Eclipse.

n/a

Trace

Trace parameters appear under the nodes for CM Repository, CM Engine, System Utilities, and CM Agents.Trace parameters are used for troubleshooting. Do not edit them unless instructed by Informatica GlobalCustomer Support.


Enabled Enables a debugging trace. Do notenable the trace unless instructed byInformatica.

false

Severity level The severity level of the tracemessages:- ERROR- WARNING- INFORMATION

ERROR

Trace > Active Categories


Category The Data Transformation modules thatgenerate trace messages.

ENVIRONMENTEXECEXTERNALSFILESYSTEMINPUT_DOCINTERFACESNETWORKINGOUTPUT_DOCPREPROCESSOR_UNITREQUESTSYSTEMRESOURCESVIEWIO


Trace > Message Information


Process and threads Ids Includes the ID of processes andthreads in the trace messages.

true

Time stamp Includes the time stamp in the tracemessages.

true

Trace > Trace File


Trace file name Name of the trace file. CMEngine_log.txt

Maximum file size The maximum trace file size, in bytes. 1000000

Recycling method The method of file handling when thetrace file reaches the maximum size:- Restart. Start a new file labeled

with a timestamp.- Circular. The oldest messages are

deleted to make room for newmessages.

- None. Stops the trace.

Restart


I N D E X

Bbacking up files

before uninstallation 9

CCLASSPATH

environment variable for JRE on Linux or UNIX 29environment variable on Linux and UNIX 21environment variable on Windows 21

client installergraphical 12silent mode 13

clusterconfiguration of production environment as 27configuration of production environment on Windows XP as 27

CMJAVA_PATHenvironment variable on Linux and UNIX 21

configurationediting 34editing, using the configuration editor 34engine, multiple instances 28log files, location of 33parameters, reference 35production environment as cluster 27production environment as cluster on Windows XP 27system, overview 34

configuration editoruse 34

configuration filedirectory search order 28locations 34

DData Transformation

installation or upgrade 1deploy

defined 2design environment

defined 2hardware requirements 3software requirements 3

document processorsdefined 2JRE path in PATH environment variable 21testing installation 31

Eengine

defined 2

installing license file 20method of calling, configuring 26method of calling, defined 25methods of calling, comparison 25multiple instances 28

Enginetesting installation 30

environment variablescustomizing for Linux and UNIX 22example script 23for configuring JRE on Linux or UNIX 29LD_PRELOAD on HP-UX 23LDR_CNTRL on AIX 5.3 5Linux and UNIX reference 21loading on Linux and UNIX 22purpose 20when loaded 20Windows reference 21

Hhardware requirements

design environment 3Linux and UNIX 4

heap sizesetting for JRE 32

IIFCMPath

environment variable on Linux and UNIX 21IFConfigLocation4

environment variable on Linux and UNIX 21environment variable on Windows 21

IFCONTENTMASTER_HOMEenvironment variable on Linux and UNIX 21environment variable on Windows 21

in process, calling enginecomparison with calling out of process 25defined 25procedure 26

installationclient, graphical mode 12client, silent mode 13Data Transformation 1installer descriptions 11license file 20server, console mode on Linux or UNIX 15server, graphical mode on Linux or UNIX 14server, on Windows 13server, silent mode on Linux or UNIX 16server, silent mode on Windows 14troubleshooting 31

41

installation directorydetermining 20

JJRE

multiple configurations 28multiple configurations on Linux or UNIX 29multiple configurations on Windows 28PATH environment variable for document processors 21setting heap size 32

LLD_ADD_ON

environment variable on Linux and UNIX 21LD_LIBRARY_PATH

environment variable for JRE on Linux, HP-UX, or Solaris 29environment variable on Linux, HP-UX, and Solaris 21

LD_LIBRARY_PATH_64environment variable on Linux, HP-UX, and Solaris 21

LDR_CNTRLenvironment variable on AIX 21environment variable on AIX 5.3 5

LIBPATHenvironment variable for JRE on AIX 29environment variable on AIX 21

license fileinstalling 20

loading environment variablesLinux and UNIX 22

log filesconfiguring location 33location 33

Mmemory allocation

HP-UX 32memory errors

JRE heap size 32

OOSSINFO

environment variable on Linux and UNIX 21out of process, calling engine

comparison with calling in process 25defined 25procedure 26

PPath

environment variable on Windows 21PATH

environment variable for Java document processors 29environment variable on Linux and UNIX 21

production environmentconfiguration as cluster 27configuration as cluster on Windows XP 27defined 2hardware requirements, Linux and UNIX 4hardware requirements, Windows 4

software requirements, AIX 4software requirements, HP-UX 6software requirements, Linux 6software requirements, Solaris 6software requirements, Windows 4

projectdefined 2

Rrepository

defined 2requirements, hardware

design environment 3Linux and UNIX 4Windows production environment 4

requirements, softwareAIX production environment 4design environment 3HP-UX production environment 6Linux production environment 6Solaris production environment 6Windows production environment 4

Sserver installer

console mode on Linux or UNIX 15graphical mode on Linux or UNIX 14silent mode on Linux or UNIX 16silent mode on Windows 14Windows 13

servicedefined 2

SHLIB_PATHenvironment variable for JRE on HP-UX 29environment variable on HP-UX 21

software requirementsAIX production environment 4design environment 3HP-UX production environment 6Linux production environment 6Solaris production environment 6

studiodefined 2

Ttask list

overall 1post-installation 19pre-installation 9

testingdocument processor installation 31Engine installation 30

transformationdefined 2

troubleshootinginstallation 31

Uuninstalling

Data Transformation 16

42 Index

file backup before 9upgrade

Data Transformation 1

Vversion, Data Transformation

determining 25

virtual memorysetting for HP-UX 32

Wworkspace

defined 2

Index 43

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