PowerCenter Upgrade

Upgrading to PowerCenter 9.6.0

Presented by Venu Gangu / Saradhi Potharaju
13 15 May2014

PowerCenter Upgrade
Upgrading to PowerCenter 9.6.0

Supported Versions for 9.6 Upgrade

You can upgrade to 9.6 Power Center and Data Quality, Data
Explorer, Data Services from the following versions

9.1x
9.5x

PowerCenter installations on prior versions, will need to upgrade first

to one of the above and then upgrade to 9.6
Power Center

8.61 and higher to 9.1x/9.5x

Data Quality, Data Explorer and Data Services

9.0.1 to 9.5x
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9.6 Upgrade Support Matrix

Direct upgrade paths from earlier versions to 9.6
Product

8.61/8.62

9.0.1

9.1x

9.5x

PowerCenter

Not Supported

Not Supported

Supported

Supported

PowerExchange

Not Supported

Not Supported

Supported

Supported

Data Quality

Not Supported

Not Supported

Supported

Supported

Data Explorer

Not Supported

Not Supported

Supported

Supported

Data Services

N/A

Not Supported

Supported

Supported

Versions not listed here are Not supported

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

Upgrade the Informatica domain and server files. Use the server
installer to upgrade Informatica domain and upgrade the server files
on each node. If the domain contains multiple nodes, upgrade the
gateway node before you upgrade the worker nodes.

After you upgrade the first gateway node, verify that the upgrade was
successful before you upgrade the other nodes in the domain.
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Upgrade Tasks (Contd.)

Complete the pre-upgrade tasks for the application services.
Upgrade the application services. After installation, log in to the
Administrator tool and upgrade the application services.

Upgrade PowerCenter Client. Use the client installer to upgrade

PowerCenter Client.

Perform the post-upgrade tasks.

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Time taken for Upgrade to 9.6

Approximate

The following are the approximate times taken for completing an

upgrading to 9.6

Domain Done during the upgrade process

15 - 30 mins

Repository Services
CRS 15 mins per service
MRS 15 - 30 mins per service

Pre-Upgrade Tasks
Review the operating system specific requirements. Review the
prerequisites and environment variable configuration.

Uninstall Informatica B2B Data Transformation.

Prepare the domain. Back up the domain and verify database user
account permissions.

Prepare the PowerCenter repository. Back up the PowerCenter

repository.

Export the Jaspersoft resource.

Pre-Upgrade Tasks (Contd.)

Prepare Metadata Manager:

A. Back up the Metadata Manager warehouse.

B. Export, purge, and delete business glossaries.
C. Disable the Metadata Manager service.
D. Back up the Metadata Manager properties file.

Prepare the Data Analyzer repository. Assign roles to users and

groups, back up the Data Analyzer repository, and verify database
user account requirements.

Pre-Upgrade Tasks (Contd.)

Shut down the domain. You must shut down the domain before you
upgrade it. To shut down the domain, stop the Informatica service
process on each node in the domain.

Prepare to change the node configuration. Complete the additional

pre-upgrade tasks if you choose to change the node configuration.

A. Review the operating system specific requirements.

B. Copy the installation directory.
C. Verify the keystore file name and location.

Migrate to a Supported Database

If the domain configuration repository is in a database version that is
not supported, you must migrate to a database version that is
supported.

Migrate the repository in the existing Informatica instance before you

upgrade.

For example, if the domain configuration repository is in a Sybase

ASE 15.0.3 database, migrate the repository to a Sybase ASE 15.7
database.
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Migrate to a Supported Database (Contd.)

Shut down all application services in the domain.

Shut down the domain.
Create a database schema and a user account in a supported database.
Restore the domain configuration backup to the database schema.
Run the infasetup RestoreDomain command to restore the domain
configuration in the backup file to the specified database schema.

Update the database connection for each gateway node.

When you run the installer on each gateway node, select the option to Allow
changes to the host name and port number. When you select this option
you can update the location of the domain configuration repository.
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Migrate to a Supported Operating System

If a node is installed on an operating system that is not supported, you
must migrate the installation to a supported operating system before
you upgrade.

For example, effective in 9.6.0, Informatica dropped support for 32-bit

Linux. If any node in the domain is on 32-bit Linux, you must migrate
the installation to a supported operating system before upgrading the
node to 9.6.0.

Migrate to a Supported Operating System (Contd.)

Shut down the node.
To shutdown the node, run the command INFA_HOME/tomcat/bin/
infaservice.sh shutdown.

Back up the installation directory, INFA_HOME. If the domain has TLS

enabled, backup the keystore files as well.

Move the installation backup to a supported operating system.

When you upgrade the node on the supported operating system, provide the
restored installation, and choose to allow changes to the node host name and
port numbers. After you upgrade the node on the supported operating system,
remove the restored installation directory.
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Domain Upgrade

Starting the domain upgrade

Selecting the upgrade directories

Upgrading to 9.6
What's new in 9.6 (enhanced) Encryption key

While either installing 9.6 fresh or while upgrading to 9.6 keyword input is
required from user

This is used to create an installation specific encryption key

The encryption key is used to encrypt fields that are identified as sensitive
(i.e. passwords) and stored within the Domain and Repository (CRS and
MRS) DBs.

Note: Currently the sensitive tag is used Only for passwords

This replaces the generic encryption key (shipped with the product) to
encrypt passwords within the server environment

Upgrading to 9.6
Apart from Encryption key there are no new caveats for upgrading to
9.6

Kerberos as an authentication mechanism available in 9.6; in addition

to native and LDAP

This can be chosen during a fresh 9.6 install or

Can be enabled via infaSetup switchToKerberosMode command after
upgrading to 9.6

Enabling Kerberos as the authentication mechanism for the domain is Not

offered as part of the upgrade process itself
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Master node Keyword input

String keyword input

used to create an
installation specific
encryption key

Location where the

encryption key is stored.
There is an option to
choose a non-default
location

Keyword Input
For Gateway nodes

If there is more than one node within the domain then location of
encryption key created for gateway node needs to be provided

This is required for the Gateway nodes only; not for worker nodes
One of the gateway nodes can become the master gateway node in a
failover scenario

After upgrading the first gateway node, the same encryption key
needs to be copied to other gateway nodes. All gateway nodes in a
domain should use the same encryption key.
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Gateway node Keyword input

Location for
encryption key
to be stored

Location of previously
created encryption key
for Master node

Advanced upgrade options in PowerCenter 9.6.0

If you plan a hardware or database upgrade while upgrading
Informatica products, Informatica 9.6 has the capability to support the
following:

Upgrade a node that runs on an unsupported operating system.

Upgrade a clone of a production domain (without altering the
production environment)

Use the Allow changes to the node host name and port
number option during the Upgrade Directory installation, to make the
following key changes to domain configuration:

Node Host Name & Port Number

Domain Database Connection
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Advanced upgrade options in PowerCenter 9.6.0 (Contd.)

The following are the manual steps required to use the advanced
options before upgrading:

Change Domain Host: Requires copying a few configuration files to the

new machine before upgrade.

Change Domain Database: Requires a backup and restore of domain to

a new database instance before upgrade.

Advanced upgrade options in PowerCenter 9.6.0 (Contd.)

Domain Configuration Repository Details

Completion of domain upgrade

Application service upgrade

Services that require metadata upgrade

The following table lists the services that require metadata upgrade when
upgrading to Informatica 9.6:

Upgrading application services

Use the service upgrade wizard to upgrade application services to
9.6.0. The service upgrade wizard provides the following options:

Upgrade multiple services.

Enable services before the upgrade.
Display upgraded services in a list along with services that require an
upgrade.

Save the current or previous upgrade report.

Automatically restart the services after they have been upgraded.
You can access the service upgrade wizard from the Manage menu in
the header area.
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Running the Service Upgrade Wizard

1. In the Informatica Administrator header area click Manage > Upgrade.
2. Select the objects to upgrade.
3. Optionally, specify if you want to Automatically recycle services after upgrade.
If you choose to automatically recycle services after upgrade, the upgrade
wizard restarts the services after they have been upgraded.

4. Click Next.
5. If dependency errors exist, the Dependency Errors dialog box appears.
Review the dependency errors and click OK. Then, resolve dependency
errors and click Next.

Running the Service Upgrade Wizard (Contd.)

6. Enter the repository login information. Optionally, choose to use the same login information for all
repositories.

7. Click Next.
The service upgrade wizard upgrades each service and displays the status and processing details.

8. When the upgrade completes, the Summary section displays the list of services and their upgrade
status.
Click each service to view the upgrade details in the Service Details section.

9. Optionally, click Save Report to save the upgrade details to a file.

If you choose not to save the report, you can click Save Previous Report the next time you launch
the service upgrade wizard.

10. Click Close.

11. If you did not choose to automatically recycle services after upgrade, restart upgraded services.

Service Upgrade Wizard before completing service upgrade

Service Upgrade Wizard after completing service upgrade

Post-Upgrade tasks

Update ODBC data sources. The Informatica installation includes new DataDirect ODBC drivers.
Re-create each ODBC data source to use the new drivers.

Verify that the log events directory is correct. To use a different directory for the logs, update the Log
Directory Path property for the domain.

If you exported business glossaries from Metadata Manager, import the glossaries into the Analyst
tool.

Post-Upgrade tasks (Contd.)

Complete the following post-upgrade tasks for each Metadata Manager Service:

Update the Metadata Manager properties file to include any customization.

Enable the Metadata Manager Service.

Create business glossary resources based on the business glossaries that you imported into the Analyst tool.

Uninstall and reinstall the Metadata Manager Agent after you configure the Metadata Manager
Service.

Update the Reporting and Dashboards Service properties file and upgrade to Jaspersoft 4.2.

Set the required environment variables

Informatica Client Upgrade

Use the client installer to upgrade a previous version of the Informatica client tools. The
Informatica client tools are installed on the installation directory you specify.

The client installer configures the newly installed client tools with the same settings as
the previous version.

The client installer does not modify the files of the previous version of the client tools.
Run the installer on all machines that host previous versions of the Informatica client
tools that you want to upgrade. You can upgrade the Informatica clients in graphical or
silent mode.

When you run the client installer, select the Informatica client tool to upgrade.
For PowerCenter, you can upgrade the PowerCenter Client tools. PowerCenter Client is
a set of tools you can use to manage the PowerCenter repository, mappings, and
sessions.

Informatica Client Upgrade (Contd.)

The client upgrade also upgrades the following client tools:

Custom Metadata Configurator

Mapping Architect for Visio
Mapping Analyst for Excel

By default, the when you upgrade PowerCenter Client, the following components are
also upgraded:

DataDirect ODBC drivers

Java Runtime Environment libraries

Tips & Tricks

Mandatory upgrade of Repository Services (CRS & MRS) required
after upgrade to 9.6

Due to change in encryption key

Encryption key created is recommended to be saved in a safe

location for reference at a later point in time

You should also persist the keyword entered

Will be required for changing the keyword to a new value via
infaSetup command; migrateEncryptionKey

Domain needs to be brought down before changing keyword

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References
The 9.6 Upgrade Planner is available on My Support:
https://mysupport.informatica.com/Multimedia/Upgrade_Planner_96/index.html

PowerCenter Upgrade Guide for Version 9.1.0, 9.5.0, 9.5.1

PowerCenter 9.6.0 Installation and Configuration Guide
Product Availability Matrix for PowerCenter
https://mysupport.informatica.com/community/my-support/product-availabilitymatrices