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Informatica (Version 10.

0)

Administrator Getting Started


Guide

Informatica Administrator Getting Started Guide


Version 10.0
November 2015
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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1: Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9


Informatica Domain Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Using Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2: Lesson 1. Accessing Informatica Administrator. . . . . . . . . . . . . . . . . . . . 12


Accessing Informatica Administrator Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Task 1. Record Domain, User, Database, and Application Service Information. . . . . . . . . . . . . . 13
Informatica Domain Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Informatica Administrator User Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Data Integration Service Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Analyst Service Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Task 2. Log In to Informatica Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Task 3. Change Your Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Accessing Informatica Administrator Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 3: Lesson 2. Creating Application Services. . . . . . . . . . . . . . . . . . . . . . . . . . . 19


Creating Application Services Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Task 2. Create a Model Repository Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Task 2. Create Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Task 3. Create a Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Task 4. Create an Analyst Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Creating Application Services Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 4: Lesson 3. Setting Up Informatica Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . 30


Setting Up Informatica Users Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Task 1. Create a User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Table of Contents

Task 2. Grant Privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31


Setting Up Informatica Users Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 5: Lesson 4. Monitoring Jobs and Applications. . . . . . . . . . . . . . . . . . . . . . . 33


Monitoring Jobs and Applications Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Task 1. View Profile and Scorecard Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Task 2. View Connections to an SQL Data Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Task 3. View Requests for an SQL Data Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Task 4. View Requests for a Web Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Task 5. Monitor a Workflow Instance Run. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Task 6. View Event Logs for the Data Integration Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Monitoring Jobs and Applications Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Table of Contents

Preface
The Informatica Administrator Getting Started Guide is written for Informatica administrators and operators
who manage and monitor the domain. It provides a tutorial to help first-time users learn how to use the
Administrator tool.

Informatica Resources
Informatica My Support Portal
As an Informatica customer, the first step in reaching out to Informatica is through the Informatica My Support
Portal at https://mysupport.informatica.com. The My Support Portal is the largest online data integration
collaboration platform with over 100,000 Informatica customers and partners worldwide.
As a member, you can:

Access all of your Informatica resources in one place.

Review your support cases.

Search the Knowledge Base, find product documentation, access how-to documents, and watch support
videos.

Find your local Informatica User Group Network and collaborate with your peers.

Informatica Documentation
The Informatica Documentation team makes every effort to create accurate, usable documentation. If you
have questions, comments, or ideas about this documentation, contact the Informatica Documentation team
through email at infa_documentation@informatica.com. We will use your feedback to improve our
documentation. Let us know 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 https://mysupport.informatica.com.

Informatica Product Availability Matrixes


Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types
of data sources and targets that a product release supports. You can access the PAMs on the Informatica My
Support Portal at https://mysupport.informatica.com.

Informatica Web Site


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

Informatica How-To Library


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

Informatica Knowledge Base


As an Informatica customer, you can access the Informatica Knowledge Base at
https://mysupport.informatica.com. Use the Knowledge Base to search for documented solutions to known
technical issues about Informatica products. You can also find answers to frequently asked questions,
technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge
Base, contact the Informatica Knowledge Base team through email at KB_Feedback@informatica.com.

Informatica Support YouTube Channel


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

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

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

Informatica Global Customer Support


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

Preface

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

Preface

CHAPTER 1

Getting Started Overview


This chapter includes the following topics:

Informatica Domain Overview, 9

Using Informatica Administrator, 11

Informatica Domain Overview


Informatica has a service-oriented architecture that provides the ability to scale services and to share
resources across multiple machines. The Informatica domain is the primary unit for the management and
administration of services.
You can log in to Informatica Administrator after you install Informatica. You use the Administrator tool to
manage the domain and configure the required application services before you can access the remaining
application clients.
The Informatica domain contains the following components:

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

Application services. A group of services that represent server-based functionality. An Informatica domain
can contain a subset of application services. You create and configure the application services that the
application clients require.
Application services include system services that can have a single instance in the domain. When you
create the domain, the system services are created for you. You can configure and enable a system
service to use the functionality that the service provides.

Profile warehouse. A relational database that the Data Integration Service uses to store profile results.

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

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

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

Application Services

Repositories

Data Analyzer

Reporting Service

Data Analyzer repository

Informatica Reporting and Dashboards

Reporting and Dashboards Service

Jaspersoft repository

Informatica Analyst

Analyst Service
Content Management Service
Data Integration Service
Model Repository Service
Search 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

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:

10

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

PowerExchange Logger Service. Manages the PowerExchange Logger for Linux, UNIX, and Windows to
capture change data and write it to the PowerExchange Logger Log files. Change data can originate from
DB2 recovery logs, Oracle redo logs, a Microsoft SQL Server distribution database, or data sources on an
i5/OS or z/OS system.

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

Chapter 1: Getting Started Overview

Using Informatica Administrator


Informatica Administrator (the Administrator tool) is the tool you use to manage and monitor the Informatica
domain and Informatica security.
Use the Administrator tool to complete the following types of tasks:

Domain administrative tasks. Manage logs, domain objects, user permissions, and domain reports.
Generate and upload node diagnostics. Monitor Data Integration Service jobs and applications. Domain
objects include application services, nodes, grids, folders, database connections, operating system
profiles, and licenses.

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

Using Informatica Administrator

11

CHAPTER 2

Lesson 1. Accessing Informatica


Administrator
This chapter includes the following topics:

Accessing Informatica Administrator Overview, 12

Task 1. Record Domain, User, Database, and Application Service Information, 13

Task 2. Log In to Informatica Administrator, 17

Task 3. Change Your Password, 17

Accessing Informatica Administrator Summary, 18

Accessing Informatica Administrator Overview


The 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.

Objectives
In this lesson, you complete the following tasks:

Record the domain and the administrator user account information. The domain information provides
address components 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.

Prerequisites
Before 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
information and an administrator user account.

Timing
Set aside 10 to 15 minutes to complete this lesson.

12

Task 1. Record Domain, User, Database, and


Application Service Information
In this task, you record the domain connection, user account information, database connections, and
application service information.
You need this information to access the Administrator tool, and to create connections and application
services.

Informatica Domain Information


If 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 Account


Use 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 default
administrator, 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

Database Connections
Ask the database administrator to set up databases and user accounts for Informatica repositories. The
database administrator must provide the connection information for the following databases:

Model repository

Profiling warehouse

Data object cache

You will use the database connection information when you create connection objects in another lesson.

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

13

Use the following table to record the connection information for the databases:
Database
Connection
Information

Description

Database Type

Database type. You can create a


connection to the following
databases:
-

Oracle
IBM DB2
Microsoft SQL Server
ODBC

Database User Name

User name for the database user


account.

Database Password

Password for the database user


account.

Metadata Access:
Connection String

JDBC connection URL used to


access metadata from the
database.
- IBM DB2: jdbc:informatica:db2://
<host
name>:<port>;DatabaseName=
<database name>
- Oracle: jdbc:informatica:oracle://
<host_name>:<port>;SID=<data
base name>
- Microsoft SQL Server:
jdbc:informatica:sqlserver://
<host
name>:<port>;DatabaseName=
<database name>

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.

14

Data Access: Code


Page

Code page used to read from a


source database or write to a
target database or target file.

Environment SQL

SQL commands to set the


database environment when you
connect to the database. The
Data Integration Service runs the
connection environment SQL
each time it connects to the
database.

Chapter 2: Lesson 1. Accessing Informatica Administrator

Model
Repository

Profiling
Warehouse

Data Object
Cache

Database
Connection
Information

Description

Model
Repository

Transaction SQL

SQL commands to set the


database environment when you
connect to the database. The
Data Integration Service runs the
transaction environment SQL at
the beginning of each
transaction.

Connection Retry
Period

The number of seconds that the


Data Integration Service tries to
reconnect to the database if the
connection fails. If the Data
Integration Service cannot
connect to the database in the
retry period, the integration
object fails. Default is 0.

Domain Name

Microsoft SQL Server on


Windows. The name of the
domain.

Packet Size

Microsoft SQL Server. The


packet sized used to transmit
data. Used to optimize the native
drivers for Microsoft SQL Server.

Owner Name

Microsoft SQL Server. The name


of the owner of the schema.

Schema Name

Microsoft SQL Server. The name


of the schema in the database.
You must specify the schema
name for the Profiling
Warehouse if the schema name
is different from the database
user name.

Enable Parallel Mode

Oracle. Enables parallel


processing when loading data
into a table in bulk mode. By
default, this option is cleared.

Tablespace

IBM DB2. The tablespace name


of the database.

Profiling
Warehouse

Data Object
Cache

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

15

Database
Connection
Information

Description

SQL Identifier
Character

The type of quote character used


for the Support Mixed Case
Identifiers property. Select the
quote character based on the
database in the connection. The
options are:
-

Support Mixed Case


Identifiers

Model
Repository

Profiling
Warehouse

DOUBLE_QUOTE
SINGLE_QUOTE
BACK_QUOTE
SQUARE_BRACKETS
QUOTE_EMPTY

Enables the Developer tool and


Analyst tool to place quotes
around table, view, schema,
synonym, and column names
when generating and executing
SQL against the objects in the
connection. Use if the objects
have mixed-case or lowercase
names. Also, use if the object
names contain SQL keywords,
such as WHERE. By default, this
option is cleared.

Data Integration Service Information


Use this information to create the Data Integration Service.
Use the following table to record the Data Integration Service information:

16

Data Integration Service


Information

Description

HTTP Port

Unique port number for


the Data Integration
Service. Default is 8095.

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 the Informatica
domain contains an
LDAP security domain.

Chapter 2: Lesson 1. Accessing Informatica Administrator

Values

Data Object
Cache

Analyst Service Information


Use this information to create the Analyst Service.
Use the following table to record the Analyst Service information:
Analyst Service
Information

Description

HTTP Port

Port number for the Analyst


Service. Use a port number
that is different from the
HTTP port number for the
Data Integration Service.

Username

The database user name for


the Model repository.

Password

The database password for


the Model repository.

Security Domain

LDAP security domain for the


user who manages the Model
Repository Service.

Values

Task 2. Log In to Informatica Administrator


In this task, you log in to the Administrator tool.
1.

Start Microsoft Internet Explorer or Google Chrome.

2.

In the Address field, enter the following URL for the Administrator tool login page:
http://<fully qualified host name>:<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 Password


In this task, you change your password for the Administrator tool.
1.

In the Administrator tool header area, click Manage > Change Password.
The Change Password page appears.

2.

On the Change Password page, enter the current password in the Current Password box, and the new
password in the New Password and Confirm New Password boxes.

3.

Click Update.

Task 2. Log In to Informatica Administrator

17

Accessing Informatica Administrator Summary


In this lesson, you learned the components of the Administrator tool, how to log in to the Administrator tool,
and how to change your password.
You recorded the domain connectivity and administrator user account information. You also logged into the
Administrator tool and changed your password.
Use the administrator user account and new password to complete the next lessons in this tutorial.

18

Chapter 2: Lesson 1. Accessing Informatica Administrator

CHAPTER 3

Lesson 2. Creating Application


Services
This chapter includes the following topics:

Creating Application Services Overview, 19

Task 2. Create a Model Repository Service, 20

Task 2. Create Database Connections, 22

Task 3. Create a Data Integration Service, 24

Task 4. Create an Analyst Service, 27

Creating Application Services Summary, 29

Creating Application Services Overview


Use the Administrator tool to create application services.
Application services provide the functionality for the Informatica domain operations. Create the following
application services for use with the Analyst 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
integration tasks for the Analyst tool and other external clients.

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

You associate a Data Integration Service with a profiling warehouse and a data object cache database. When
you create these application services, you select connections to these databases. A database connection is a
domain object that contains connectivity information for a relational database. You create the connection
objects before you create the Data Integration Service and Analyst Service.

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

19

Objectives
In this lesson, you complete the following tasks:

Create a Model Repository Service to manage the Model repository.

Create a Model repository to store metadata.

Create database connections to the profiling warehouse and data object cache database.

Create a Data Integration Service to perform data integration tasks.

Create an Analyst Service to run the Analyst tool.

Prerequisites
Before you start this lesson, verify the following prerequisites:

You have the database connection information for the Model repository, profiling warehouse, and data
object cache. You gathered this information in the first lesson.

You have a license object in the domain. The Informatica installer creates a license object in the domain.
You need a license object to create application services.

Timing
Set aside 30 to 45 minutes to complete this lesson.

Task 2. Create a Model Repository Service


In this task, you create a Model Repository Service. The Model Repository Service manages the Model
repository for data services, data quality, and data integration projects.
1.

In the Administrator tool, click the Manage tab.

2.

Select the Services and Nodes view.

3.

On the Navigator Actions menu, click New > Model Repository Service.
The New Model Repository Service - Step 1 of 2 dialog box appears.

4.

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 be unique
within the domain. It cannot exceed 128 characters or begin with @. It also cannot contain
spaces or the following special characters:
`~%^*+={}\;:'"/?.,<>|!()][

20

Description

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

Location

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

Chapter 3: Lesson 2. Creating Application Services

5.

Property

Description

License

License to assign to the Model Repository Service. Select the license installed with
Informatica services.

Node

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

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

6.

Enter the following database properties for the Model Repository Service:
Property

Description

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 connection string used to connect to the Model repository


database.
Use the following JDBC connect string syntax for each supported database:
- IBM DB2. jdbc:informatica:db2://
<host_name>:<port_number>;DatabaseName=<database_na
me>;BatchPerformanceWorkaround=true;DynamicSections
=3000
- Microsoft SQL Server that uses the default instance.

jdbc:informatica:sqlserver://
<host_name>:<port_number>;DatabaseName=<database_na
me>;SnapshotSerializable=true
- Microsoft SQL Server that uses a named instance.

jdbc:informatica:sqlserver://<host_name>
\<named_instance_name>;DatabaseName=<database_name>
;SnapshotSerializable=true
- Oracle. jdbc:informatica:oracle://
<host_name>:<port_number>;SID=<database_name>;MaxPo
oledStatements=20;CatalogOptions=0;BatchPerformance
Workaround=true
7.

Click Test Connection to test the connection to the database.

8.

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

9.

Select Enable Service to make the Model Repository Service available.

10.

Click Finish.

It might take a few minutes to enable the service.

Task 2. Create a Model Repository Service

21

Task 2. Create Database Connections


In this task, you create database connections for the profiling warehouse database and data object cache
database.
1.

In the Administrator tool, click the Manage 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.

6.

Select one of the following connection types:

DB2

DB2 for i5/OS

DB2 for z/OS

ODBC

ORACLE

SQLSERVER

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

7.

8.

Enter the following connection properties based on the database type:


Property

Description

Name

Name of the connection. The name is not case sensitive and must be unique within the
domain. The name cannot exceed 128 characters, contain spaces, or contain the following
special characters:
~ ` ! $ % ^ & * ( ) - + = { [ } ] | \ : ; " ' < , > . ? /

ID

String that the Data Integration Service uses to identify the connection. The ID is not case
sensitive. It must be 255 characters or less and must be unique in the domain. You cannot
change this property after you create the connection. Default value is the connection name.

Description

Optional description of the connection. The description cannot exceed 765 characters.

User Name

The database user name.

Password

The password for the database user name.

Click Next.
The New Connection - Step 2 of 3 dialog box appears.

22

Chapter 3: Lesson 2. Creating Application Services

9.

Enter the following connection properties based on the database type:


Property
Metadata Access:
Connection String

Description
JDBC connection URL used to access metadata from the 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>

Not applicable for ODBC.


Data Access:
Connection String

Data Access:
Code Page

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.

Code page used to read from a source database or write to a target database or target
file.

10.

Click Test Connection to verify that the connectivity information for metadata access is valid.

11.

Click Next.
The New Connection - Step 3 of 3 dialog box appears.

12.

Enter the following connection properties based on the database type:


Property

Description

Environment SQL

SQL commands to set the database environment when you connect to the database.
The Data Integration Service runs the connection environment SQL each time it
connects to the database.

Transaction SQL

SQL commands to set the database environment when you connect to the database.
The Data Integration Service runs the transaction environment SQL at the beginning of
each transaction.

Connection Retry
Period

The number of seconds that the Data Integration Service tries to reconnect to the
database if the connection fails. If the Data Integration Service cannot connect to the
database in the retry period, the integration object fails. Default is 0.

Domain Name

Microsoft SQL Server on Windows. The name of the domain.

Packet Size

Microsoft SQL Server. The packet sized used to transmit data. Used to optimize the
native drivers for Microsoft SQL Server.

Owner Name

Microsoft SQL Server. The name of the owner of the schema.

Schema Name

Microsoft SQL Server. The name of the schema in the database. You must specify the
schema name for the Profiling Warehouse if the schema name is different from the
database user name.

Enable Parallel
Mode

Oracle. Enables parallel processing when loading data into a table in bulk mode. By
default, this option is cleared.

Task 2. Create Database Connections

23

Property

Description

Tablespace

IBM DB2. The tablespace name of the database.

SQL Identifier
Character

The type of quote character used for the Support Mixed Case Identifiers property.
Select the quote character based on the database in the connection. The options are:
-

Support Mixed
Case Identifiers

DOUBLE_QUOTE
SINGLE_QUOTE
BACK_QUOTE
SQUARE_BRACKETS
QUOTE_EMPTY

Enables the Developer and Analyst tools to place quotes around table, view, schema,
synonym and column names when they generate and run SQL against these objects in
the connection. Use if the objects have mixed-case or lowercase names, or if the
object names contain SQL keywords, such as WHERE. By default, this option is
disabled.

13.

Click Finish.

14.

Repeat all the steps to set up connection objects for each of the following databases:

Profiling warehouse database

Data object cache database

You have created database connection objects that you will use when you create application services in the
next lesson.

Task 3. Create a Data Integration Service


In this task, you create a Data Integration Service. The Data Integration Service performs data integration
tasks for the Analyst tool, the Developer tool, and external clients.
1.

In the Administrator tool, click the Manage tab.

2.

Click the Services and Nodes view.

3.

In the Domain Navigator, select the domain.

4.

Click Actions > New > Data Integration Service.


The New Data Integration Service wizard appears.

5.

On the New Data Integration Service - Step 1 of 14 page, enter the following properties:
Property

Description

Name

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

Description

24

Description of the service. The description cannot exceed 765 characters.

Chapter 3: Lesson 2. Creating Application Services

6.

Property

Description

Location

Domain and folder where the service is created. Click Browse to choose a different
folder. You can move the service after you create it.

License

License object that allows use of the service.

Assign

Select Node to configure the service to run on a node. If your license includes grid, you
can create a grid and assign the service to run on the grid after you create the service.

Node

Node on which the service runs.

Backup Nodes

If your license includes high availability, nodes on which the service can run if the
primary node is unavailable.

Model
Repository
Service

Model Repository Service to associate with the service.

Username

User name that the service uses to access the Model Repository Service. Enter the
Model repository user that you created. Not available for a domain with Kerberos
authentication.

Password

Password for the Model repository user. Not available for a domain with Kerberos
authentication.

Security
Domain

LDAP security domain for the Model repository user. The field appears when the
Informatica domain contains an LDAP security domain. Not available for a domain with
Kerberos authentication.

Click Next.
The New Data Integration Service - Step 2 of 14 page appears.

7.

Enter the HTTP port number to use for the Data Integration Service.

8.

Accept the default values for the remaining security properties. You can configure the security properties
after you create the Data Integration Service.

9.

Select Enable Service.


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

10.

Verify that the Move to plugin configuration page is not selected.

11.

Click Next.
The New Data Integration Service - Step 3 of 14 page appears.

12.

Set the Launch Job Options property to one of the following values:

In the service process. Configure when you run SQL data service and web service jobs. SQL data
service and web service jobs typically achieve better performance when the Data Integration Service
runs jobs in the service process.

In separate local processes. Configure when you run mapping, profile, and workflow jobs. When the
Data Integration Service runs jobs in separate local processes, stability increases because an
unexpected interruption to one job does not affect all other jobs.

If you configure the Data Integration Service to run on a grid after you create the service, you can
configure the service to run jobs in separate remote processes.
13.

Accept the default values for the remaining execution options and click Next.

Task 3. Create a Data Integration Service

25

The New Data Integration Service - Step 4 of 14 page appears.


14.

If you created the data object cache database for the Data Integration Service, click Select to select the
cache connection. Select the data object cache connection that you created for the service to access the
database.

15.

Accept the default values for the remaining properties on this page and click Next.
The New Data Integration Service - Step 5 of 14 page appears.

16.

For optimal performance, enable the Data Integration Service modules that you plan to use.
The following table lists the Data Integration Service modules that you can enable:

17.

Module

Description

Web Service Module

Runs web service operation mappings.

Mapping Service Module

Runs mappings and previews.

Profiling Service Module

Runs profiles and scorecards.

SQL Service Module

Runs SQL queries from a third-party client tool to an SQL data


service.

Workflow Orchestration Service Module

Runs workflows.

Click Next.
The New Data Integration Service - Step 6 of 14 page appears.
You can configure the HTTP proxy server properties to redirect HTTP requests to the Data Integration
Service. You can configure the HTTP configuration properties to filter the web services client machines
that can send requests to the Data Integration Service. You can configure these properties after you
create the service.

18.

Accept the default values for the HTTP proxy server and HTTP configuration properties and click Next.
The New Data Integration Service - Step 7 of 14 page appears.
The Data Integration Service uses the result set cache properties to use cached results for SQL data
service queries and web service requests. You can configure the properties after you create the service.

19.

Accept the default values for the result set cache properties and click Next.
The New Data Integration Service - Step 8 of 14 page appears.

20.

If you created the profiling warehouse database for the Data Integration Service, select the Profiling
Service module.

21.

If you created the workflow database for the Data Integration Service, select the Workflow Orchestration
Service module.

22.

Verify that the remaining modules are not selected.


You can configure properties for the remaining modules after you create the service.

23.

Click Next.
The New Data Integration Service - Step 11 of 14 page appears.

26

24.

If you created the profiling warehouse database for the Data Integration Service, click Select to select
the database connection. Select the profiling warehouse connection that you created for the service to
access the database.

25.

Select whether or not content exists in the profiling warehouse database.

Chapter 3: Lesson 2. Creating Application Services

If you created a new profiling warehouse database, select No content exists under specified
connection string.
26.

Click Next.
The New Data Integration Service - Step 12 of 14 page appears.

27.

Accept the default values for the advanced profiling properties and click Next.
The New Data Integration Service - Step 14 of 14 page appears.

28.

If you created the workflow database for the Data Integration Service, click Select to select the database
connection. Select the workflow database connection that you created for the service to access the
database.

29.

Click Finish.
The domain creates and enables the Data Integration Service.

Task 4. Create an Analyst Service


In this task, you create an Analyst Service. The Analyst Service runs the Analyst tool.
1.

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

2.

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

3.

The New Analyst Service - Step 1 of 5 dialog box appears. Configure the properties in the dialog box.
The following table describes the properties:
Property

Description

Name

Name of the service. The name is not case-sensitive and must be unique within the domain.
The name cannot exceed 128 characters or begin with @. The name cannot contain character
spaces. The characters in the name must be compatible with the code page of the Model
repository that you associate with the Analyst Service.
The name cannot contain the following special characters:
`~%^*+={}\;:'"/?.,<>|!()][

Description

Description of the service. The description cannot exceed 765 characters.

Location

Domain in which the service runs.

License

License to assign to the Analyst Service. Select the license that you installed with Informatica
services.

Node

Node on which the Analyst Service runs. If you change the node, you must recycle the
Analyst Service.

4.

Click Next.

5.

The New Analyst Service - Step 2 of 5 dialog box appears. Configure the properties in the dialog box.

Task 4. Create an Analyst Service

27

The following table describes the properties in step 2:


Property

Description

HTTP Port

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

Enable Secure
Communication

Clear the option to enable secure communication.

Enable Service

Do not configure the HTTPS Port, Keystore File, Keystore Password, or SSL
Protocol properties.
Select the option to enable the service.

6.

Click Next.

7.

The New Analyst Service - Step 3 of 5 dialog box appears. Configure the properties in the dialog box.
The following table describes the properties in step 3:
Property

Description

Model
Repository
Service

Model Repository Service to associate with the Analyst Service. The Model Repository
Service manages the Model repository that the Analyst tool uses. If you update the
property to specify a different Model Repository Service, recycle the Analyst Service.

Username

The database user name for the Model repository.

Password

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

Data Integration
Service

Optional property. Data Integration Service to associate with the Analyst Service so that
you can manage exception record data in the Analyst tool. Select a Data Integration
Service that you configured to run workflows. If you update the property to specify a
different Data Integration Service, recycle the Analyst Service.

8.

Click Next.

9.

The New Analyst Service - Step 4 of 5 dialog box appears. Configure the properties in the dialog box.
The following table describes the properties in step 4:

10.

28

Property

Description

Data Integration
Service

Data Integration Service to associate with the Analyst tool so that you can perform data
preview, mapping specification, and profile operations in the Analyst tool. If you update
the property to specify a different Data Integration Service, recycle the Analyst Service.

Flat File Cache


Directory

Directory of the flat file cache where the Analyst tool stores uploaded flat files. The
Data Integration Service must also be able to access this directory. If the Analyst
Service and the Data Integration Service run on different nodes, configure the flat file
directory to use a shared directory.

Metadata
Manager Service

Metadata Manager Service to associate with the Analyst Service so that you can
perform data lineage operations on scorecards in the Analyst tool.

Click Next.

Chapter 3: Lesson 2. Creating Application Services

11.

The New Analyst Service - Step 5 of 5 dialog box appears. Configure the property in the dialog box.
The following table describes the property in step 5:
Property

Description

Temporary
Export File
Directory

Path to the directory to which you export business glossary files from the Analyst tool.
Enter a local path on the machine that hosts the Analyst Service.
Enter a local path on the machine that hosts the Analyst Service.
If you configure a directory that does not exist, the Analyst Service creates the directory.
Restart the Analyst Service if you change the flat file location.

12.

Click Finish.
You created an Analyst Service.

Creating Application Services Summary


In this lesson, you learned why you create Model Repository Services, Data Integration Services, Analyst
Services, and database connections. You also learned how to create application services and database
connections in the Administrator tool.
You created and started a Model Repository Service, a Data Integration Service, and an Analyst Service. You
also created connections objects for the profiling warehouse database and data object cache database.

Creating Application Services Summary

29

CHAPTER 4

Lesson 3. Setting Up Informatica


Users
This chapter includes the following topics:

Setting Up Informatica Users Overview, 30

Task 1. Create a User, 31

Task 2. Grant Privileges, 31

Setting Up Informatica Users Summary, 32

Setting Up Informatica Users Overview


You 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 to them.

Story
An administrator at HypoStores gets a user account request from an analyst. The analyst needs access to
the Analyst tool to create projects.

Objectives
In this lesson, you complete the following tasks:

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.

Prerequisites
Before you start this lesson, verify the following prerequisites:

You have completed the previous lessons in this tutorial.

Timing
Set aside 5 to 10 minutes to complete this lesson.

30

Task 1. Create a User


In 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 within
the 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. All
other 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 and
paste the password.

Full Name

Full name for the user account. The full name cannot include the following special
characters:
<>

4.

Click OK.

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

Task 2. Grant Privileges


In 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 31.

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.

Task 1. Create a User

31

6.

7.

Select the following privileges:


Privilege Name

Location

Description

License Access for


Informatica Analyst

<service name> - Analyst


Service > Administration >
License Access for
Informatica Analyst

Required to access the Analyst tool.

Create Projects

<service name> - Model


Repository Service >
Model Repository Service
Administration > Create
Projects

Required to create projects in the Analyst


tool.

Click OK.

Setting Up Informatica Users Summary


In this lesson, you learned that users can perform tasks in Informatica application clients based on their
privileges.
You created a user and granted privileges.

32

Chapter 4: Lesson 3. Setting Up Informatica Users

CHAPTER 5

Lesson 4. Monitoring Jobs and


Applications
This chapter includes the following topics:

Monitoring Jobs and Applications Overview, 33

Task 1. View Profile and Scorecard Jobs, 34

Task 2. View Connections to an SQL Data Service, 35

Task 3. View Requests for an SQL Data Service, 35

Task 4. View Requests for a Web Service, 35

Task 5. Monitor a Workflow Instance Run, 36

Task 6. View Event Logs for the Data Integration Service, 36

Monitoring Jobs and Applications Summary, 37

Monitoring Jobs and Applications Overview


Use the Monitor tab to monitor jobs and applications that the Data Integration Service runs.
The Data Integration Service runs ad hoc jobs and applications. An ad hoc job is a profile, scorecard,
mapping, preview or reference table process that is run from the Developer tool or the Analyst tool. An
application is an object that contains one or more SQL data services, deployed mappings, logical data
objects, or workflows.
The Monitor tab contains a Summary Statistics view and an Execution Statistics view. The Summary
Statistics view displays graphical information about Data Integration Services and jobs that they run. The
Execution Statistics view displays properties and statistics for Data Integration Services and jobs that they
run.
The Navigator in the Execution Statistics view lists the Data Integration Services in the domain. When you
expand a Data Integration Service, the navigator lists the jobs and applications that the Data Integration
Service runs. When you select the Ad Hoc Jobs folder in the Navigator, the contents panel lists the ad hoc
jobs that the Data Integration Service has run or is running. When you select a job in an application, the
contents panel displays the SQL data services, deployed mapping jobs, logical data objects, web services,
and workflows included in each application.
You can monitor requests for SQL data service connections. An SQL data service connection is a connection
from an external client. When you view connections to an SQL data service, the contents panel displays
information such as the connection ID, state, and elapsed time. Each SQL data service connection can have

33

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.
You can also view event logs for the Data Integration Service that runs the jobs and applications. The event
logs show the service activity, any errors encountered, and the severity of the errors.

Story
An administrator at HypoStores wants to view the status of jobs, a workflow, and SQL data services running
on a Data Integration Service.

Objective
In this lesson, you complete the following tasks:

View jobs that are running or previously ran on 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 and a web service to monitor requests.

Monitor a workflow instance that ran on a Data Integration Service to check for failures.

View event logs for a Data Integration Service to check for service errors.

Prerequisites
Before you start this lesson, verify the following prerequisites:

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

A developer runs an SQL data service and a workflow on the Data Integration Service in the domain.

Timing
Set aside 10 to 15 minutes to complete this lesson.

Task 1. View Profile and Scorecard Jobs


In 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 Monitor tab.

2.

Click the Execution Statistics view.

3.

In the Navigator, expand a Data Integration Service and then select Jobs.
The contents panel displays jobs for the selected Data Integration Service.

4.

Select a job in the contents panel.


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

34

Chapter 5: Lesson 4. Monitoring Jobs and Applications

Task 2. View Connections to an SQL Data Service


In this task, you use the Monitor tab to view connections to an SQL data service.
1.

In the Administrator tool, click the Monitor tab.

2.

Click the Execution Statistics view.

3.

In the Navigator, expand a Data Integration Service.


A list of applications appears in the Navigator.

4.

Expand an application and select SQL Data Services.


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

5.

In the contents panel, select an SQL data service.


The details panel displays the Properties view for the SQL data service .

6.

Click the Connections view.


The details panel displays the connections to the SQL data service.

7.

Select a connection to view the connection properties.

Task 3. View Requests for an SQL Data Service


In this task, you use the Monitor tab to view requests for an SQL data service.
1.

In the Administrator tool, click the Monitor tab.

2.

Click the Execution Statistics view.

3.

In the Navigator, expand a Data Integration Service.


A list of applications appears in the Navigator.

4.

Expand an application and then select SQL Data Services.


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

5.

Select a SQL data service.


The details panel displays the Properties view for the SQL data service.

6.

Click the Requests view.


The details panel lists the requests for the SQL data service.

7.

Select a request to view the request properties.

Task 4. View Requests for a Web Service


In this task, you use the Monitor tab to view requests for a web service.
1.

In the Administrator tool, click the Monitor tab.

2.

Click the Execution Statistics view.

3.

In the Navigator, expand a Data Integration Service.


A list of applications appears in the Navigator.

Task 2. View Connections to an SQL Data Service

35

4.

Expand an application and then select Web Services.


A list of web services appears in the contents panel.

5.

Select a web service.


The details panel displays the Properties view for the web service.

6.

In the details panel, click the Requests view.


The details panel lists the requests for the web service.

7.

Select a request to view the request properties.

Task 5. Monitor a Workflow Instance Run


You can monitor workflow instances that run on a Data Integration Service. You can use the monitoring
information to help troubleshoot failed workflow instance runs.
1.

In the Administrator tool, click the Monitor tab.

2.

Click the Execution Statistics view.

3.

In the Navigator, select Workflows.


The contents panel shows a list of workflow instances. The contents panel also shows properties and
run-time information about each workflow instance.

4.

Select the workflow instance in the contents panel to view more details about the workflow instance.
The details panel shows general properties and recovery properties defined for the workflow instance. It
also shows error messages associated with the workflow run.

5.

In the contents panel, expand the workflow instance to view tasks and gateways defined for the
workflow.

6.

Select a task or gateway to view details about the task or gateway.


The details panel shows general properties and error messages associated with the selected task or
gateway.

7.

If a workflow failed, view the error messages associated with the task or gateway to determine the cause
of the failure.

Task 6. View Event Logs for the Data Integration


Service
In this task, you view the event logs for the Data Integration Service that runs the jobs and applications you
want to monitor.
When you view the logs for a Data Integration Service, you view events for all the jobs and applications run
by the Data Integration Service. You cannot select specific a job or application to monitor.
1.

In the Administrator tool, click the Logs tab.

2.

Select the Service view.


The contents panel displays event logs for all services.

36

Chapter 5: Lesson 4. Monitoring Jobs and Applications

3.

From the Service Type list, select Data Integration Service.

4.

From the Service Name list, select the Data Integration Service that runs the jobs and applications that
you want to monitor.

5.

Click the Filter button.


The Log Manager retrieves the log events and displays the most recent log events first.
To narrow down the list of log events, select the severity and time period of the events that you want to
view. Click the Filter button again to refresh the list.

Monitoring Jobs and Applications Summary


In this lesson, you learned how to view jobs, SQL data service connections, SQL data service requests, web
service requests, and workflow instances associated with a Data Integration Service.
You viewed jobs and a workflow instance that ran on a Data Integration Service. You viewed an SQL data
service request and a web service request that a Data Integration Service processed. You also viewed
connections to an SQL data service.

Monitoring Jobs and Applications Summary

37