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PowerCenter 8.

5
Level I Administrator
Student Guide
Version L1A_20080313

PowerCenter 8.5 Level I Administrator Lab Guide


Version 03
March 2008
Copyright (c) 2008 Informatica Corporation.
All rights reserved. Printed in the USA.
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Portions of this software are copyrighted by DataDirect Technologies, 1999-2002.
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Preface

Welcome to the PowerCenter 8.5 level One Administrator course.


Administrating a major software package such as PowerCenter is a considerable challenge which requires
a solid understanding of the software and careful planning. This course will prepare you for that
challenge by teaching you Informaticas proven architecture and best practices for successful
administration.
In the labs, you will document the PowerCenter environment according to established best practices.
You will practice the steps of installing and configuring PowerCenter 8.5 services, implementing domain
security and managing the repository. Project phase deployments as well as implementation of subject
area security are also examined. In all of this you will be guided by Informaticas Velocity methodology.

iii

About This Guide


Course Objectives
Welcome to the Upgrading to PowerCenter 8 course.
After completing this course, you should be able to:

Describe Informaticas Administrative best practices


Install and configure Informatica services and client tools
Implement domain security
Manage the repository
Deployments between repositories on same server
Deployments between servers
Subject Area security implementation

Audience
This course is designed for PowerCenter administrators or developers with minimal experience using
PowerCenter 8 or 8.5. You should also be familiar with basic database and data integration terminology
and comfortable with the use of the Microsoft Windows operating system.

Document Conventions
This guide uses the following formatting conventions:
If you see

It means

Example

>

Indicates a submenu to navigate to.

Click Repository > Connect.

In this example, you should click the Repository menu or button


and choose Connect.

boldfaced text

Indicates text you need to type or enter.

Click the Rename button and name the new source


definition S_EMPLOYEE.

UPPERCASE

Database tables and column names are shown


in all UPPERCASE.

T_ITEM_SUMMARY

italicized text

Indicates a variable you must replace with


specific information.

Connect to the Repository using the assigned login_id.

Note:

The following paragraph provides additional


facts.

Note: You can select multiple objects to import by


using the Ctrl key.

Tip:

The following paragraph provides suggested


uses or a Velocity best practice.

Tip: The m_ prefix for a mapping name is

Other Informatica Resources


In addition to the student guides, Informatica provides these other resources:

Informatica Documentation
Informatica Customer Portal
Informatica web site
Informatica Developer Network
Informatica Knowledge Base
Informatica Professional Certification
Informatica Technical Support

Obtaining Informatica Documentation


You can access Informatica documentation from the product CD or online help.

Visiting Informatica Customer Portal


As an Informatica customer, you can access the Informatica Customer Portal site at
http://my.informatica.com. The site contains product information, user group information, newsletters,
access to the Informatica customer support case management system (ATLAS), the Informatica
Knowledge Base, and access to the Informatica user community.

Visiting the Informatica Web Site


You can access Informaticas corporate web site at http://www.informatica.com. The site contains
information about Informatica, its background, upcoming events, and locating your closest sales office.
You will also find product information, as well as literature and partner information. The services area of
the site includes important information on technical support, training and education, and implementation
services.

Visiting the Informatica Developer Network


The Informatica Developer Network is a web-based forum for third-party software developers. You can
access the Informatica Developer Network at the following URL:
http://devnet.informatica.com

The site contains information on how to create, market, and support customer-oriented add-on solutions
based on interoperability interfaces for Informatica products.

Visiting the Informatica Knowledge Base


As an Informatica customer, you can access the Informatica Knowledge Base at
http://my.informatica.com. The Knowledge Base lets you search for documented solutions to known
technical issues about Informatica products. It also includes frequently asked questions, technical white
papers, and technical tips.

Obtaining Informatica Professional Certification


You can take, and pass, exams provided by Informatica to obtain Informatica Professional Certification.
For more information, go to:
http://www.informatica.com/services/education_services/certification/default.htm

Providing Feedback
Email any comments on this guide to education@informatica.com.

Obtaining Technical Support


There are many ways to access Informatica Technical Support. You can call or email your nearest
Technical Support Center listed in the following table, or you can use our WebSupport Service.
Use the following email addresses to contact Informatica Technical Support:

support@informatica.com for technical inquiries


support_admin@informatica.com for general customer service requests

WebSupport requires a user name and password. You can request a user name and password at
http://my.informatica.com.
North America / South America

Europe / Middle East / Africa

Asia / Australia

Informatica Corporation
Headquarters
100 Cardinal Way
Redwood City, California
94063
United States

Informatica Software Ltd.


6 Waltham Park
Waltham Road, White Waltham
Maidenhead, Berkshire
SL6 3TN
United Kingdom

Informatica Business Solutions


Pvt. Ltd.
301 & 302 Prestige Poseidon
139 Residency Road
Bangalore 560 025
India

Toll Free
877 463 2435

Toll Free
00 800 4632 4357

Toll Free
Australia: 00 11 800 4632 4357
Singapore: 001 800 4632 4357

Standard Rate
United States: 650 385 5800

Standard Rate
Belgium: +32 15 281 702
France: +33 1 41 38 92 26
Germany: +49 1805 702 702
Netherlands: +31 306 022 797
United Kingdom: +44 1628 511 445

Standard Rate
India: +91 80 5112 5738

0.1

Course Introduction

Module 0: Course Introduction

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

0.2

Course Introduction

Module Agenda
> This module provides an introduction to:
Instructor and class participants
Training site information
Course:
> Audience and prerequisites
> Goal and objectives
> Methodology and materials
> Agenda
> Document conventions

Additional resources and technical support


Informatica Certification
Module 0: Course Introduction

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0.3

Course Introduction

Instructor and Class Participants


> Who are you?
Name
Company
Role

> What is your prior experience?


Informatica Applications
Relational database
Programming

> How do you expect to benefit from this course?


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0.4

Course Introduction

Training Site Information


> Bathrooms

> Class duration and breaks

> Telephones

> Meals and refreshments

> Fire Exits

> Questions?

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0.5

Course Introduction

Course Audience
> This course is designed for Administrators of
PowerCenter 8.5
Server Administrators
PowerCenter Developers

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Course Introduction

Course Prerequisites
> Skills assumed by the course material/required to
successfully complete the course

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Course Introduction

Course Goal
> To enable participants to administer the
PowerCenter 8 Service-Oriented Environment

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Course Introduction

Course Objectives
Describe, create and implement the primary elements
of PowerCenters Service Oriented Architecture.
Create and implement a PowerCenter Security Domain
Create and implement Deployment Strategies
Use Command-Line Scripting to perform many
administrative functions
Develop and implement a PowerCenter Recovery
Strategy

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0.9

Course Introduction

Course Methodology
> Subject matter is delivered via:
Lecture and slide presentations
Software demonstrations
Class discussions
Hands-on labs
Simulated exercises

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Course Introduction

Course Materials
> Student Guide
All slides presented during lecture
Notes that provide additional information and
references

> Lab Guide


Hands-on lab exercises and solutions

> Media
Best Practices PDF

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Course Introduction

Overview of Course Flow


Unit 1.
PowerCenter 8.5
SOA

Unit 2.
Best Practices

Unit 3.
Implement
Environment

Unit 4.
Configuring
Services

Unit 5.
Unified Security

Unit 6.
Repository
Management

Unit 7.
Deployments

Unit 8.
Command-Line
Programs

Unit 7.
Subject Areas

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0.12

Course Introduction

Document Conventions
If you see

It means

Example

>

Indicates a submenu to navigate


to

Click Repository > Connect.

Boldfaced text

Indicates text you need to type or


enter

Click the Rename button and name the new


source definition S_EMPLOYEE.

UPPERCASE

Database tables and column


names are all shown in
uppercase

T_ITEM_SUMMARY

Italicized text

Indicates a variable you must


replace with specific information

Connect to the Repository using the assigned


login_id.

Note:

The following paragraph contains


additional facts

Note: You can select multiple objects to import by


using the Ctrl key.

Tip:

The following paragraph provides


suggested uses or a Velocity best
practice

Tip: The m_ prefix for a mapping name is a


Velocity best practice.

In this example, you click the Repository menu or


button and choose Connect.

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0.13

Course Introduction

Other Informatica Resources


> In addition to the student guides, Informatica
provides these other resources:
Informatica Documentation
Informatica Customer Portal
Informatica Website
Informatica Developer Network
Informatica Knowledge Base
Informatica Technical Support

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Course Introduction

Informatica Documentation
> Can be accessed:
From the product CD
Using online help

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Course Introduction

The Informatica Customer Portal


> Is available to Informatica customers and partners
at http://my.informatica.com
> This Website provides:
Product information
User group information
Newsletters
Access to ATLAS
Informatica Knowledge
Base
Access to the Informatica user community
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Course Introduction

Accessing the Customer Portal


> Use your company email id to register
Once approved you will have
default access

> Default provides access to


Most recent documentation
Knowledge base

> Default does not provide access to online support


Use Project ID to request access to online support
Once approved you can create Service Requests

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Course Introduction

The Informatica Corporate Website


> Can be accessed at
http://www.informatica.com
> This Website provides:
Corporate information
and background
Upcoming events
How to locate your nearest
sales office
Product information, literature, and partner information
Information on technical support, training, education,
and implementation services
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Course Introduction

The Informatica Knowledge Base


> Can be accessed via the Customer Portal
http://my.informatica.com
> Contains
Documented solutions to known technical issues
Answers to frequently-asked
questions
(FAQs)
White papers
Technical tips

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Course Introduction

Knowledge Base Search


> Generic

> Specific

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0.20

Course Introduction

The Informatica Developer Network


> Can be accessed at
http://devnet.informatica.com
> Is a Web-based
forum for third-party
software developers
> Contains information
on:
How to create, market, and support customer-oriented
add-on solutions
Based on interoperability interfaces for Informatica
products
Module 0: Course Introduction

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Course Introduction

Informatica Technical Support


> Can be accessed by:
Calling or emailing your nearest Technical Support
Center
> See Student Note

Emailing Informatica Technical Support directly:


> Technical inquiries: support@informatica.com
> General customer service requests:
support_admin@informatica.com

Online using the Informatica WebSupport Service


> Obtain a username and password at
http://my.informatica.com

Module 0: Course Introduction

Informatica Technical
Support Centers

North America/South America

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Informatica Corporation
Headquarters
100 Cardinal Way
Redwood City, CA, 94063 United
States
Toll Free 877 463 2435
Standard Rate US 650 385 5800

Europe/Middle East/Africa

45

Asia/Australia

Informatica Business Solutions


Pvt. Ltd.
301 & 302 Prestige Poseidon
139 Residency Road
Bangalore 560 025 India
Toll Free
Australia 00 11 800 4632 4357
Singapore 001 800 4632 4357

PowerCenter 8.5 Level 1 Administrator

Standard Rate India +91 80 5112


5738
Copyright 2008 Informatica Corp

0.22

Course Introduction

Creating a Service Request


> Check the Knowledge Base to see if a solution
exists
If so, a Service Request is not required

> On the Online Support page, navigate to the


Service Requests tab
> Click the New button

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Course Introduction

Creating a Service Request Continued


> On the service request form, fill out all required
fields
In the Description field, give as much relevant detail as
possible so engineers can recreate the problem if
necessary

> Click Submit

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Course Introduction

Informatica Certification Program


> We need to develop a set of boilerplate slides to
put here for courses leading to certification
Basic information slide
Benefits of certification slide
Certification path slide (diagram?)
Study guidelines?
Information about certification tests

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Course Introduction

Summary
> This module provided an introduction to:
Instructor and class participants
Training site information
Course:
> Audience and prerequisites
> Goal and objectives
> Methodology and materials
> Agenda
> Document conventions

Additional resources and technical support


Informatica Certification
Module 0: Course Introduction

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Course Introduction

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1.1

Primary Elements of PC8.5 SOA

Module 1: Primary Elements of PC8.5 SOA

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

1.2

Primary Elements of PC8.5 SOA

Module Objectives
After completing this module you will be able to:
Discuss the essentials of the PowerCenter 8.5 Architecture

Why you need these skills/Why you need to know:


Provides the student include a high-level understanding
of the PowerCenter 8.5 Architecture.

Module 1: Primary Elements of PC8.5 SOA

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1.3

Primary Elements of PC8.5 SOA

PowerCenter 8.5 Architecture


ODBC

1
Sources

Native drivers/
ODBC

Domain
Integration
Service

Native drivers/
ODBC

Targets

TCP/IP
TCP/IP
ODBC
TCP/IP

Repository
Service
Repository
Service Process

PowerCenter Client

HTTPS

Administration
Console
Security Domain

Native drivers

Repository

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Security Domain - a collection of user accounts and groups in a PowerCenter


domain. User account information for each security domain is stored in the
domain configuration database.

PowerCenter 8.5 Level 1 Administrator

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1.4

Primary Elements of PC8.5 SOA

Domain Node
A logical name assigned to a physical machine
Node has physical attributes (HostName, PortNo)

Each node runs a Service Manager


Two types: Gateway and Worker Nodes

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Primary Elements of PC8.5 SOA

Gateway Node
Created during installation
Additional Gateway Nodes can be created as
backups
One Gateway Node serves as the Master
The Master Gateway Node receives requests from
clients and routes them to the appropriate services
Purpose of the Gateway node:

Starts up and manages services running on the domain


Manages domain configuration metadata
Provides service lookup for clients
Checks for service availability
Coordinates failover of services
Module 1: Primary Elements of PC8.5 SOA

Note

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Every domain must have one and only one node designated as the Gateway
node. However, with the High Availability feature, one or more backup gateway
nodes may also be designated for failover.

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

1.6

Primary Elements of PC8.5 SOA

Worker Node
Can run Application Services
Can not act as a Gateway
Uses information from the nodemeta.xml file to connect
to the domain

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Primary Elements of PC8.5 SOA

PowerCenter 8 Services
The functionality of PowerCenter 8 is provided by
services, including:

Service Manager
Manages application services
Provide functions internal to the workings of the product
Always required and running

Application Services
Configured by Informatica Administrator
Provides key visible functions
External clients directly interact with these services

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Note

The terms PowerCenter Server and Repository Server are no longer used in
PowerCenter 8.

Application Services

The key application services are:


Repository Service
Integration Service
SAP BW Service
Web Services Hub
The SAP BW Service and Web Services Hub are beyond the scope of this
course.

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

1.8

Primary Elements of PC8.5 SOA

Service Manager
Primary control point for PowerCenter Services
Runs as a lightweight service on a Web application
server - Tomcat
Provides functions including:
Security: authentication and authorization
Configuration: domains and nodes
General functionality: alerts, licensing, and logging

The Informatica Service


On Windows, Informatica Services 8.5 in the Control
Panel Services
On Unix, the infaservice.sh script

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1.9

Primary Elements of PC8.5 SOA

Service Manager Example


1

PowerCenter
Service
Manager

Repository
Database

Web Services
Hub Service

Gateway
(Backup)

SAP BW
Service

Logs
Integration
Service
Grid

Gateway
(Primary)
Domain
Metadata
Log
Operation

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1.10

Primary Elements of PC8.5 SOA

Application Services Example


PowerCenter
Application
Services
Integration
Service (B)

Repository
Database

Web Services
Hub Service

Repository
Service (P)

Logs

SAP BW
Service

Integration
Service
Grid

Master
Gateway
Domain
Metadata

Integration
Service (P)

Repository
Service (B)

Module 1: Primary Elements of PC8.5 SOA

Note

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Though in these diagrams each of the various services is shown as residing on


a separate machine this is not necessarily the case, and generally is not.

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

1.11

Primary Elements of PC8.5 SOA

PowerCenter 8.5 Logs


The log function is provided by the Service Manager
Two functions provide logging:

Log Manager implemented at the gateway node


Log Agent implemented at all other nodes in the domain
which run an integration service

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Log Manager runs on the master gateway node. It collects and processes log events for
Service Manager domain operations and application services. The log events contain
operational and error messages for a domain. The Log Manager receives log events from
the Service Manager and the application services. When the Log Manager receives log
events, it generates log event files. Those log events files are viewable in the
Administration Console.
The Log Agent runs on the nodes to collect and process log events for session and
workflows. Sessions log events include information about the tasks performed by the
Integration Service, session errors, and load summary and transformation statistics for
the session. Workflow log events include information about tasks performed by the
Integration Service, workflow processing, and workflow errors. Session and Workflow log
events are viewable with the Log Events window in the Workflow Monitor.

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1.12

Primary Elements of PC8.5 SOA

Domain Administration
Single primary PowerCenter Administrator
Created during installation
Other Administrators can be assigned ownership
(write permission) for:
Nodes
Services
Folders, including nested folders

Write permission cascades


Example: write permission for a folder includes all objects
in the folder

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Primary Elements of PC8.5 SOA


IC3

Domain Metadata
Domain metadata is stored in an RDBMS
Stored in small set of tables using BLOBs
Upgrade plan must include a schema for these
tables

Typically <10Mb
Domain Metadata

Authentication

Configuration

Resource Map

13 of 18

Module 1: Primary Elements of PC8.5 SOA

Note

Currently, the domain metadata repository contains four tables.

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

Slide 13
IC3

Why do you say that there are only 4 tables? It looks to me that there are 11 tables comprising the domain
metadata.

Informatica Corporation, 3/4/2008

1.14

Primary Elements of PC8.5 SOA


IC4

Domain Configuration Schema


Stores metadata for domain configuration
Six tables, prefixed with PCSF_

PCSF_CPU_USAGE_SUMMARY
PCSF_DOMAIN
PCSF_MASTER_ELECTION
PCSF_MASTER_ELECT_LOCK
PCSF_REPO_USAGE_SUMMARY
PCSF_RUN_LOG

All gateway nodes must have a connection to the


domain configuration schema
Service Manager on master gateway node manages the
domain configuration

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Each time you make a change to the domain, the Service Manager writes the change to the domain
configuration. For example, when you add a node to the domain, the Service Manager adds the node
information to the domain configuration. The gateway nodes use a JDBC connection to access the domain
configuration database.
Perform the following domain configuration management tasks:
Back up the domain configuration
Restore the domain configuration
Migrate the domain configuration
Configure the connection to the domain configuration database
Custom properties - Use custom properties only if Informatica Global Customer Support instructs
you to do so

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

Slide 14
IC4

Same here, it looks to me that there are 11 tables comprising the domain metadata. The new security tables
are not included here.

Informatica Corporation, 3/4/2008

1.15

Primary Elements of PC8.5 SOA

PowerCenter 8.5 Packaging


One installation DVD or electronic software
download

Includes both Advanced and Standard Edition


Includes both Unix and Windows versions
Access to features is controlled by license key

License Key File shipped electronically


Documentation DVD

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1.16

Primary Elements of PC8.5 SOA

PC8 Installation and Configuration


2 Installers
Services
Client
Option to Upgrade

Minimal Install requires:


Install Services
Must create or Join a Domain
Must define and configure Node

Install Client Tools

Informatica is one Service to the OS

Module 1: Primary Elements of PC8.5 SOA

PowerCenter 8.5 Level 1 Administrator

16 of 18

Copyright 2008 Informatica Corp

1.17

Primary Elements of PC8.5 SOA

Summary
This module showed you how to:

Discuss the essentials of the PowerCenter 8.5 Architecture

Why you need to know:


Provides the student include a high-level understanding
of the PowerCenter 8.5 Architecture.

Module 1: Primary Elements of PC8.5 SOA

PowerCenter 8.5 Level 1 Administrator

17 of 18

Copyright 2008 Informatica Corp

Primary Elements of PC8.5 SOA

PowerCenter 8.5 Level 1 Administrator

1.18

Copyright 2008 Informatica Corp

2.1

Best Practices

Module 2: Best Practices

PowerCenter 8 Level I Administrator

Copyright 2008 Informatica Corp

2.2

Best Practices

Module Objectives
After completing this module you will be able to:
Configure a PowerCenter 8.5 environment using
recognized Best Practices

Why you need these skills/Why you need to know:


Educate the student to use all the knowledge and
technology at one's disposal to ensure success

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.3

Best Practices

Naming Conventions
Velocity Best Practices recommend naming
conventions for Administrative objects
Smoothes migrations
Improves readability

Whether or not you use the recommended


conventions, Best Practices strongly urges that you use
some naming conventions
Failure to do so can result in significant lost time with
interpretations
Effective use of description fields also adds with future
interpretations

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.4

Best Practices

Repository Objects
Should be named descriptively
L for Local or G for Global
Service Type prefix
Velocity Recommends REPO_SVC

Purpose for the object


For Example Project Name, Subject Area name

Project Phase descriptor


Dev, Test or Prod

Example: G_REPO_SVC_CustomerMaster_Dev would equate


to a global repository for Customer Master data in the
Development environment
Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.5

Best Practices

Folders and Groups


Folder and group names should include their project
name
If more than one folder/group for a project, add
description

Example: DW_SALES_US and DW_SALES_UK are associated


with the same project (DW) and the same group (SALES)

Individual developer folders and non-prod folders


should begin with z_
Group them together
Avoids confusion with working folders

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.6

Best Practices

ODBC Data Source Names


Should be named consistently on all client machines
PowerCenter uniquely describes a source by its Database
Data Source (DBDS) name, which is the same as the ODBC
DSN
Using different names risks analyzing the same table under
multiple names

Should be configured as System DSNs so all users can


see them
Provides consistency when collaborating on colleagues
machines

Do not use project phase descriptors (e.g., dev) in the


ODBC DSN
The DSNs migrate with the sources and targets you do not
want a dev DSN in your prod repository!
Module 2: Best Practices

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If ODBC DSNs are different across multiple machines, there is a risk of analyzing the same table
using different names. For example, machine1 has ODBS DSN Name0 that points to database1.
TableA gets analyzed in on machine 1. TableA is uniquely identified as Name0.TableA in the
repository. Machine2 has ODBS DSN Name1 that points to database1. TableA gets analyzed in on
machine 2. TableA is uniquely identified as Name1.TableA in the repository. The result is that the
repository may refer to the same object by multiple names, creating confusion for developers,
testers, and potentially end users.
Also, refrain from using environment tokens in the ODBC DSN. For example, do not call it
dev_db01. When migrating objects from dev, to test, to prod, PowerCenter can wind up with
source objects called dev_db01 in the production repository. ODBC database names should
clearly describe the database they reference to ensure that users do not incorrectly point sessions
to the wrong databases.

PowerCenter 8 Level I Administrator

Copyright 2008 Informatica Corp

2.7

Best Practices

ODBC Data Source Names (Contd)


Should be named with database descriptor and connect
string.
Use the @ or _ to separate descriptors
Examples
DatabaseName@ConnectString
E.g. - custInfo@EDW

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.8

Best Practices

Database Connections
Ideally should be User_DatabaseName
However, security considerations may apply follow those
first and foremost

Do not use
Machine names
Project phase descriptors (Dev, Test or Prod)

The same naming convention should be used across


all project phases.
Ideally created by project administrators only
Use permission options to protect connections
Avoid developers creating their own connections
Module 2: Best Practices

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Database connection names must be very generic to be


understandable and ensure a smooth migration.

PowerCenter 8 Level I Administrator

Copyright 2008 Informatica Corp

2.9

Best Practices

Database Connections (Contd)


Examples
User_DatabaseName
E.g. - ordersUser@EDW

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.10

Best Practices

Domain and Application Objects


Domains

Nodes

DOM_Project_ProjectPhase Descriptor
or
DMN_Project_ProjectPhaseDescriptor
NODE(#)_ServerName_(optional descriptor)

Integration Services

INT_SVC_ProjectPhaseDescriptor_(optional
descriptor)

Repository Services

REPO_SVC_ProjectPhaseDescriptor_(optional
descriptor)

Web Services

WEB_SVC_ProjectPhaseDescriptor_(optional
descriptor)

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.11

Best Practices

Domain Configurations
PC8.5 Domain Architecture
Simplified administration of disparate PowerCenter services
across the enterprise
Allows for grouping of services and objects based on
ownership

Single point of entry to administrator the PowerCenter


environment that can span multiple nodes

Key Domain Components


Master Gateway
Shared File System
Domain Metadata

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.12

Best Practices

PowerCenter Domain Examples


Single PowerCenter
Node

DOM_MyCompany

Master Gateway
Service
Manager
Web
Services
Hub

Log
Service

Integration
Service
Repository
Service

Any number of services


can exist on one node
That one node is the
master gateway

Single PowerCenter
Domain for Dev, Test
and Prod
Multiple Divisions
within the company
have projects on single
installation

Node_01
Repository

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.13

Best Practices

PowerCenter Domain Examples


Multiple PowerCenter
Nodes

DOM_MyCompany
Master Gateway
Service
Manager
Log
Service

Service
Manager

Integration
Service

Repository
Service

Node_01_HR

Single Domain
Installation exists on
more than one node
Grid Functionality
available

Distributed Services
Node_02_HR

Services can be
distributed on several
nodes within a single
domain

More Nodes can be


installed per company
division
Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.14

Best Practices

Complete Distribution Example


Dom_Dev_Test

Dev/Test Domain

Master Gateway
Log
Service

Isolated from Prod


server
Services be installed
on one or more nodes
More nodes can be
added for additional
company divisions

Service
Manager

Integration
Service
Repository
Service

Node_01_HR_Dev

Services can be
distributed across
domains

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.15

Best Practices

Complete Distribution Example (Contd)


Prod Domain
Master Gateway
Log
Service

Service
Manager

Service
Manager

Integration
Service
Repository
Service

Node_01_HR_Prod

Node_02_HR_Prod

Module 2: Best Practices

PowerCenter 8 Level I Administrator

Isolated from Dev/Test


environment

Services within Prod


Domain
Can be distributed to
execute on separate
nodes
Or multiple services
can exist on one
node/division

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2.16

Best Practices

Security Configurations
Domain Folders can be used to
better secure domain objects
and services
Can contain Nodes, Services,
Grids, Licenses, and other Folders

Domain folder type


Functionality
Object
Environment

Create User Accounts


Set permissions and privileges to
the folders the user needs to
access

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.17

Best Practices

Domain Documentation
Host Directory Structure Document
Velocity Document used to detail the organizations
PowerCenter Environment

Multiple Domains will require multiple documents


Describes the Domain, Nodes, Application Services,
Process Variables, etc.
This document can be modified to serve the
customers organizational needs

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.18

Best Practices

Host Directory Structure - Example

Module 2: Best Practices

PowerCenter 8 Level I Administrator

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Copyright 2008 Informatica Corp

2.19

Best Practices

Module 2 Lab: Naming Practice


In this lab you will
Document Domain architecture requirements for Mersche
Motors using the Host Directory Structure document

Module 2: Best Practices

PowerCenter 8 Level I Administrator

19 of 20

Copyright 2008 Informatica Corp

2.20

Best Practices

Summary
This module showed you how to:
Configure a PowerCenter 8.5 environment using
recognized Best Practices

Why you need to know:


Educate the student to use all the knowledge and
technology at one's disposal to ensure success

Module 2: Best Practices

PowerCenter 8 Level I Administrator

20 of 20

Copyright 2008 Informatica Corp

3.1

Implementing a PC 8.5 Environment

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

3.2

Implementing a PC 8.5 Environment

Module Objectives
After completing this module you will be able to:
Prepare for and Install PowerCenter 8.5.
Why you need to know:
This module will enable the Administrator to smoothly
implement PowerCenter 8.5 components.

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

2 of 29

Copyright 2008 Informatica Corp

3.3

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


PowerCenter Installer can be run several times to
install PC components on multiple host machines
When the Installer is exectued for the first time, a
Domain and Node are created.
Each subsequent installation can then create a Node
and join the existing Domain or create a new Domain.
After PowerCenter 8.5 is installed, the Administration
Console is used to create and configure PC services
and Domain objects

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.4

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


To Install PowerCenter 8.5, complete the following
tasks:
Complete the pre-installation tasks
Install PowerCenter 8.5 services
Install PowerCenter 8.5 clients
Create Repositories and Services

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.5

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


Pre-Installation tasks
Pre-Install Steps Pre-Install Task
1

Review the installation prerequisites and verify


that the environment meets the requirements.
Create schema/user that contains the
PowerCenter domain configuration tables.
Determine the machines and port numbers to
run PowerCenter Services in the domain.
Create host system user account to own the
installation files and possibly the Powercenter
output files.
Configure environment variables to install
PowerCenter.
Create a keystore file to use a secure
connection with HTTPS.

2
3
4
5
6

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.6

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


Server Installation Wizard

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

6 of 29

Copyright 2008 Informatica Corp

3.7

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


Server Installation Wizard

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

7 of 29

Copyright 2008 Informatica Corp

3.8

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


Server Installation Wizard

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.9

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation


Server Installation Wizard

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.10

Implementing a PC 8.5 Environment

HTTPS Configuration
Create or use existing keystore
Select this
option to use
a keystore file
you specify.
The keystore
file can be
self signed or
signed by a
certification
authority.

Select this
option to
use a selfsigned
keystore file
generated
by the
PowerCenter
installer.
Specify the
port number
to use.

Specify the
port number
and the
location and
password of
the keystore.

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.11

Implementing a PC 8.5 Environment

HTTPS
Domain.
Create or specify a keystore file to configure HTTPS
Configure an HTTPS port for the Administration Console
Or use the defineDomain, defineGatewayNode or
defineWorkerNode command line programs.

Metadata Manager
Specify the HTTPS ports for Metadata Manager and Reporting
Service when you create the services in the Administration Console.

Data Analyzer.
Create or specify a keystore file to configure HTTPS.
When you create a Reporting Service in the PowerCenter
Administration Console, you specify the HTTPS port for Data
Analyzer.
Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.12

Implementing a PC 8.5 Environment

Server Installation Wizard


Pre-Installation Summary

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

12 of 29

Copyright 2008 Informatica Corp

3.13

Implementing a PC 8.5 Environment

Installation Progress Screen


Creation of License object, installation directory, shared
host directory, HTTPS configuration, etc

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.14

Implementing a PC 8.5 Environment

Create or Join Domain

Choose to join
a domain if you
have created a
PowerCenter
domain on
another
machine and
you want to
add the current
machine as a
node in the
domain.

Choose to
create a
domain if
you are
installing
PowerCenter
for the first
time or you
are installing
PowerCenter
on a single
machine.

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

14 of 29

Copyright 2008 Informatica Corp

3.15

Implementing a PC 8.5 Environment

Domain Database Creation


Configure domain database type, URL, UserID/Password,
etc

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.16

Implementing a PC 8.5 Environment

Domain Configuration
Name the domain, provide host name, port no, etc

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.17

Implementing a PC 8.5 Environment

Node Configuration
Progress Screen

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.18

Implementing a PC 8.5 Environment

Configure Informatica Services


Server Installation Wizard

Indicates whether the


current Windows user
account that installs
Informatica Services
also runs Informatica
Services.
If selected, enter the
user name and
password of the user
account to run
Informatica Services.

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.19

Implementing a PC 8.5 Environment

Post Installation Summary


Installation Status

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.20

Implementing a PC 8.5 Environment

Client Installation Wizard

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.21

Implementing a PC 8.5 Environment

Welcome Screen
Introduction to install

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.22

Implementing a PC 8.5 Environment

Installation Prerequisites
Space Requirements, Preinstallation tasks

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.23

Implementing a PC 8.5 Environment

Installation Directory

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.24

Implementing a PC 8.5 Environment

Pre-Installation Summary
Product Name, Installation Directory, Shortcut folder, Disk
Space Information

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.25

Implementing a PC 8.5 Environment

Client Installation Wizard


Progress screen

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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3.26

Implementing a PC 8.5 Environment

PowerCenter 8.5 Installation Summary


Installation Status

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.27

Implementing a PC 8.5 Environment

Installation Complete
Select Client Applications to launch

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

27 of 29

Copyright 2008 Informatica Corp

3.28

Implementing a PC 8.5 Environment

Module 3 Lab: Install PowerCenter 8.5 Services and


Clients
In this lab you will
Use PowerCenters Installation Wizard to install services
and clients for Mersche Motors Company

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

3.29

Implementing a PC 8.5 Environment

Summary
This module showed you how to:
Prepare for and Install PowerCenter 8.5.

Module 3: Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

29 of 29

Copyright 2008 Informatica Corp

Implementing a PC 8.5 Environment

PowerCenter 8.5 Level 1 Administrator

3.30

Copyright 2008 Informatica Corp

4.1

Configuring PC 8.5 Services

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

4.2

Configuring PC 8.5 Services

Module Objectives
After completing this module you will be able to:
Configure a PowerCenter 8.5 application services using
Best Practice standards
Why you need to know:
This module will enable the Administrator to properly
create and configure PowerCenter 8.5 Services

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

2 of 50

Copyright 2008 Informatica Corp

4.3

Configuring PC 8.5 Services

PowerCenter 8.5 Administration Console

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

3 of 50

Copyright 2008 Informatica Corp

4.4

Configuring PC 8.5 Services

Administration Console Tabs


Domain Tab
Navigator Window
Main Window

Logs Tab
Permissions Tab
Reports Tab
Upgrade Tab
Manage Account Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

4.5

Configuring PC 8.5 Services

PowerCenter 8.5 Administration Console


abs

4
Main Window

Domain Objects Navigator

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

Legend
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Copyright 2008 Informatica Corp

4.6

Configuring PC 8.5 Services

Domain Tab Navigator


Shows Domain Objects
Create and Delete Objects
Move Objects into Folders

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.7

Configuring PC 8.5 Services

Domain Tab Overview


Legend

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.8

Configuring PC 8.5 Services

Domain Properties Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.9

Configuring PC 8.5 Services

Domain Resources Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.10

Configuring PC 8.5 Services

Domain Permissions Tab

Module 4: Configuring PC 8.5 Services

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4.11

Configuring PC 8.5 Services

Domain Log Management Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.12

Configuring PC 8.5 Services

Nodes
When Powercenter services are installed a machine is
added to the domain as a node
Multiple nodes can be added to a domain
Each node in the domain runs a Service Manager
Service Manager manages domain operations on that node
The operations that the Service Manager performs depend on
the type of node

A node can be a gateway node or a worker node


Subscribe to alerts to receive notification about node
events such as node failure or a master gateway
election.

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

4.13

Configuring PC 8.5 Services

Gateway Node
One node acts as the gateway for the domain at any given
time
Can execute application services
Can serve as a master gateway node

The master gateway node is the entry point to the domain.


The Service Manager on the master gateway node:
Performs all domain operations on the master gateway node

More than one node can be configured to serve as a


gateway
If the master gateway node becomes unavailable, the Service
Manager on other gateway nodes elect another master gateway
node. If you configure only one node to serve as the gateway and
the node becomes unavailable, the domain cannot accept service
requests.
Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

4.14

Configuring PC 8.5 Services

Worker Node
Any node not configured to serve as a gateway
Can run application services, but it cannot serve as a
gateway.
The Service Manager performs limited domain
operations on a worker node.

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

4.15

Configuring PC 8.5 Services

Node Properties Tab

Start and Stop


Node
Edit Node
Properties

Node
Properties

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.16

Configuring PC 8.5 Services

Node Processes Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.17

Configuring PC 8.5 Services

Node Resources Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.18

Configuring PC 8.5 Services

Node Permissions Tab

Module 4: Configuring PC 8.5 Services

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4.19

Configuring PC 8.5 Services

Application Services
Application services represent PowerCenter serverbased functionality.
Application services include:

Repository Service
Integration Service
Reporting Service
Metadata Manager Service
Web Services Hub
SAP BW Service.

When you configure an application service, you


designate the node where it runs.

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

4.20

Configuring PC 8.5 Services

Repository Service
Manages the repository
Retrieves, inserts, and updates metadata in the
repository database tables
If the service process fails or the node becomes
unavailable, the service fails
The high availability option allows the administrator to
configure the service to run on primary and backup
nodes
By default, the service process runs on the primary
node
If the service process fails, a new process starts on the
same node. If the node becomes unavailable, a service
process starts on one of the backup nodes.
Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.21

Configuring PC 8.5 Services

Repository Service Actions Tab

Module 4: Configuring PC 8.5 Services

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4.22

Configuring PC 8.5 Services

Repository Service Properties Tab

Module 4: Configuring PC 8.5 Services

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4.23

Configuring PC 8.5 Services

Repository Service Processes Tab

Module 4: Configuring PC 8.5 Services

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4.24

Configuring PC 8.5 Services

Repository Service Connections Tab

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4.25

Configuring PC 8.5 Services

Repository Service Locks Tab

Module 4: Configuring PC 8.5 Services

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4.26

Configuring PC 8.5 Services

Repository Service Plug-ins Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.27

Configuring PC 8.5 Services

Repository Service Lineage Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.28

Configuring PC 8.5 Services

Repository Service Permissions Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.29

Configuring PC 8.5 Services

Repository Service Logs Tab

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.30

Configuring PC 8.5 Services

PowerCenter 8.5 Administration Console


Creating a Repository Service

Create New Repository


Restore Repository
Contents from Backup

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

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4.31

Configuring PC 8.5 Services

Repository Service and Service Manager


PowerCenter services can reside on multiple nodes in a
domain
The Service Manager directs client requests to the
appropriate Repository Service process
Domain

PowerCenter
Clients

Node A
(Gateway)

Node B

Service
Manager

Service
Manager

App Services

App Services
Repository
Service

Module 4: Configuring PC 8.5 Services

PowerCenter 8.5 Level 1 Administrator

4
Repository

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4.32

Configuring PC 8.5 Services

Integration Service
Moves data from sources to targets based on workflow
and mapping metadata stored in a repository
When a workflow starts, the Integration Service
retrieves mapping, workflow, and session metadata
from the repository
It extracts data from the mapping sources and stores
the data in memory while it applies the transformation
rules configured in the mapping
The Integration Service loads the transformed data into
one or more targets.

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Configuring PC 8.5 Services

Integration Service Properties Tab

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4.34

Configuring PC 8.5 Services

Integration Service Assoc Repository Tab

Module 4: Configuring PC 8.5 Services

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4.35

Configuring PC 8.5 Services

Integration Service Processes Tab

Module 4: Configuring PC 8.5 Services

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4.36

Configuring PC 8.5 Services

Integration Service Permissions Tab

Module 4: Configuring PC 8.5 Services

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4.37

Configuring PC 8.5 Services

Integration Service Logs Tab

Module 4: Configuring PC 8.5 Services

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4.38

Configuring PC 8.5 Services

PowerCenter 8.5 Administration Console


Creating an Integration Service

Module 4: Configuring PC 8.5 Services

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4.39

Configuring PC 8.5 Services

PowerCenter 8.5 Administration Console


Creating an Integration Service

Module 4: Configuring PC 8.5 Services

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4.40

Configuring PC 8.5 Services

PowerCenter 8.5 Administration Console


Configuring an Integration Service

Service Process
Variables

Module 4: Configuring PC 8.5 Services

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Configuring PC 8.5 Services

Reporting Service
Executes the Data Analyzer application in a PC domain.
The Data Analyzer can be used to create and execute
reports on data in a relational database or to run the
following PowerCenter reports:

PowerCenter Repository Reports


Data Profiling Reports
Metadata Manager Reports
Organizational reports can also be executed

Not a highly available service


However, multiple Reporting Services can be executed on the
same node.

Configure a service for each data source


Create the data sources in Data Analyzer for a single reporting
service
Module 4: Configuring PC 8.5 Services

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Configuring PC 8.5 Services

Metadata Manager Service


Executes the Metadata Manager application
Manages connections between the Metadata Manager
components
Used to browse and analyze metadata from disparate
source repositories
Can load, browse, and analyze metadata from application,
business intelligence, data integration, data modeling, and
relational metadata sources

Can be configured to run on only one node


Not a highly available service
However, multiple Metadata Manager Services can be
executed on the same node.

Module 4: Configuring PC 8.5 Services

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Configuring PC 8.5 Services

Web Services Service


Receives requests from web service clients
Exposes PowerCenter workflows as services
Does not run an associated service process
It executes within the Service Manager.

Module 4: Configuring PC 8.5 Services

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4.44

Configuring PC 8.5 Services

SAP BW Service
Listens for RFC requests from SAP BW
Initiates workflows to extract from or load to SAP BW
Not a highly available service
However can configured it to run on one node.

Module 4: Configuring PC 8.5 Services

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4.45

Configuring PC 8.5 Services

License Properties Tab

Add Incremental
Key
Edit License
Properties

Module 4: Configuring PC 8.5 Services

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4.46

Configuring PC 8.5 Services

License Assigned Services Tab

Module 4: Configuring PC 8.5 Services

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4.47

Configuring PC 8.5 Services

License Permissions Tab

Module 4: Configuring PC 8.5 Services

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Configuring PC 8.5 Services

License Objects Properties


Main Window

Add Incremental Key


Edit License Properties

Module 4: Configuring PC 8.5 Services

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4.49

Configuring PC 8.5 Services

Module 4 Lab: Create and Configure PowerCenter 8.5


Services
In this lab you will
Use PowerCenters Administration Console to create and
configure repository and integration services

Module 4: Configuring PC 8.5 Services

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4.50

Configuring PC 8.5 Services

Summary
This module showed you how to:
Configure a PowerCenter 8.5 application services using
Best Practice standards

Module 4: Configuring PC 8.5 Services

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Copyright 2008 Informatica Corp

5.1

Unified Security

Module 5: PowerCenter 8.5 Unified Security

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

5.2

Unified Security

Module Objectives
After completing this module you will be able to:
Differentiate between the following PowerCenter Security
Elements of Users, Groups, Roles, Privileges and OS
Profiles

Why you need these skills/Why you need to know:


Benefits to the student include improving compliance with
internal security by using PowerCenter 8.5 Security Model

Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

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5.3

Unified Security

PowerCenter 8.5 Security Model


Users entity that logs in to Informatica applications
Groups combinations of users and/or other groups
Privileges allowable actions over object types such as
Repository Service
Roles collection of privileges
Users, groups, privileges, roles centrally managed in the
Administration Console
Permissions access control over object instances such
as the development instance of the Repository Service
Currently managed in each application

Privileges are activated on an object instance by setting


the permissions in each client application

5
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5.4

Unified Security

Security Administration
Users and groups
Can be created in PowerCenter Administration Console and
use PowerCenter authentication
Can be imported/synchronized from external Enterprise
Directory System and use LDAP authentication

Privileges
Defined in the Security Domain Page of the Administration
Console
Defined for each service type (such as Repository Service,
Reporting Service, Metadata Manager Service etc..)
Can be assigned to a custom role or directly to users/groups

Module 5: Unified Security

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5.5

Unified Security

Unified User, Group and Privilege Administration

Users and Groups


Can access multiple
Informatica Tools

Roles System
Defined and Custom

Users and Privileges


Assign privileges to
perform specific
activities at service level

5
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5.6

Unified Security

Security Administration
Encryption
When you log into a PowerCenter Application,
PowerCenter encrypts the password

Authentication
When you log in to a PowerCenter application, the
Service Manager authenticates your user account
based on your user name and password or on your
user authentication token

Authorization
When you request an object in a PowerCenter
application, the Service Manager and application
services authorizes the request based on your
privileges, roles and permissions

Module 5: Unified Security

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5.7

Unified Security

Security Administration

5
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5.8

Unified Security

Users

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

5.9

Unified Security

Users
A PowerCenter domain can have the following types of
user accounts:

Default administrator
Domain administrator
Application administrator
User

Need user account to:


Access the services and objects in the PowerCenter domain
Use the PowerCenter applications

Users can perform tasks based on the role, privileges


and permissions granted the them

5
Module 5: Unified Security

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5.10

Unified Security

Create User

Module 5: Unified Security

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5.11

Unified Security

Create User (contd)

Edit User
Properties

5
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5.12

Unified Security

Verify Privileges

Module 5: Unified Security

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5.13

Unified Security

LDAP Integration
Users can also be created using LDAP
Requires a registered plug-in
Enterprise Directory integration
Import both users and groups for LDAP authentication
Secure option to connect (through SSL)
Can specify multiple search bases and filters to use when
importing
Configure frequency of synchronization

5
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5.14

Unified Security

Configure LDAP Connectivity

LDAP
Connectivity
Properties

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5.15

Unified Security

Configure LDAP Import


Specify searches and filters to import users/groups from LDAP

Security
Domain
Properties

5
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5.16

Unified Security

Configure Frequency of Synchronization


Configure synchronize for group and users to imports from
LDAP

LDAP
Synchronization
Times

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5.17

Unified Security

Supported Enterprise Directory Systems

Microsoft Active Directory (2000, 2003)


Sun Java System Directory Server (5.2, 6)
Novell e-Directory Server (8.7, 8.8)
IBM Tivoli Directory Server (5.2, 6.0, 6.1)
OpenLDAP (2.3)

5
Module 5: Unified Security

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5.18

Unified Security

Groups

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

5.19

Unified Security

Create Group

5
Module 5: Unified Security

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5.20

Unified Security

Assign Users to Groups

Module 5: Unified Security

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5.21

Unified Security

Assign Users to Groups (contd)

5
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5.22

Unified Security

A Completed Group Overview Tab

Group
Properties
and Users

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5.23

Unified Security

A Completed Group Privileges Tab

Group
Privileges

5
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5.24

Unified Security

Lab A: Explore PC8.5 Unified Security


In this lab you will
Create Users and Groups for the Mersche Motors
Domain based on requirements that have been
previously gathered

Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

24 of 71

Copyright 2008 Informatica Corp

5.25

Unified Security

Privileges

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

5.26

Unified Security

Privileges
Privileges determine the actions a user can perform on
Domain objects
The Domain and Application Service Privileges are
grouped into Privilege Groups
A Privilege Group is an organization of Privileges that
define common user actions.
The Privilege Groups are as follows:
Domain
Repository
Metadata Manager
Reporting Service

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5.27

Unified Security

Domain Privileges
Domain Privileges determine the actions that users
can perform using the
Administration Console
infacmd and pmrep command line programs

Domain Privileges include:


Domain Administration (Nodes, Grids, Services)
Execute, Manage
Manage Execution

Security Administration
Manage Users & Groups
Grant Privileges & Permissions

Tools Access
Administration Console
Module 5: Unified Security

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5
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5.28

Unified Security

Domain Privileges for a User

Users
Domain
Privileges
Selected
User

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5.29

Unified Security

Edit Domain Privileges

5
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5.30

Unified Security

Repository Service Privileges


Determine actions that users can perform using
Designer & Repository Manager
Workflow Manager & Monitor
pmrep & pmcmd command line programs

Repository Service Privileges include:


Folder Create, Copy & Manage Versions
Runtime Objects Create, Edit, Delete, Manage
Versions, Monitor, Execute, Manage Execution
Global Objects Create Connections, Manage
Deployment Groups, Create Labels, Create Queries
Tools Access all Client Tools
Design Objects Module 5: Unified Security

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5.31

Unified Security

Repository Service Privileges for a User

Users
Repository
Service
Privileges

Selected
User

5
Module 5: Unified Security

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5.32

Unified Security

Edit Repository Service Privileges

Module 5: Unified Security

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5.33

Unified Security

Reporting Service Privileges for a User

Users
Reporting
Service
Privileges

Selected
User

5
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5.34

Unified Security

Reporting Service Privileges

Module 5: Unified Security

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5.35

Unified Security

Roles

PowerCenter 8.5 Level 1 Administrator

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5.36

Unified Security

Roles
A Role is a collection of Privileges.
Two types of roles can be assigned
System Defined
Created by PowerCenter
Cannot be deleted or edited (e.g. - Service Administrator;
Domain Administrator)

Custom
Canned Custom Roles created by PowerCenter
Can be edited or deleted
Can create additional custom roles (e.g. - PowerCenter
Developer; PowerCenter Operator)

Roles can be assigned to either a group or a user on a taskspecific basis to one or more services
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5.37

Unified Security

Roles (contd)
System roles cant be deleted
Administrator role is a super-user for a service
Domain Administrator role is a super-user of all
application services, nodes, grids in domain

5
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5.38

Unified Security

Domain Administrator Role


Super-user for all application services, nodes and grids in
domain
Has permissions to all objects in the domain, including the
domain object itself
Has all privileges in the domain
Other implicit privileges

Configure a node as a gateway node


Create, edit and delete the domain
Configure SMTP
Configure service levels in the domain
Shut down domain
Receive domain alerts
Export and truncate domain logs
Configure restart of service processes
Module 5: Unified Security

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5.39

Unified Security

Service Administrator Role


Has all privileges for any service instance
Has all permissions to all objects in that Repository and
Application Service
Has implicit owner permissions
Can delete any object in the Repository and Application
Service
Can grant permissions to any user on any object in the
Repository and Application Service

5
Module 5: Unified Security

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5.40

Unified Security

Create Role
Create Role

Custom Roles

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5.41

Unified Security

Role Properties

5
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5.42

Unified Security

Privilege Groups

Module 5: Unified Security

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5.43

Unified Security

Role Privileges - Domain

5
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5.44

Unified Security

Role Privileges Metadata Manager Service

Module 5: Unified Security

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5.45

Unified Security

Role Privileges Repository Service

5
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5.46

Unified Security

Role Privileges Reporting Service

Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

5.47

Unified Security

Custom Roles

Custom
Role
Properties

5
Module 5: Unified Security

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5.48

Unified Security

Assigning Role to Group

Edit
Group

Module 5: Unified Security

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5.49

Unified Security

Assign Role to Group (contd)

5
Module 5: Unified Security

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5.50

Unified Security

Assign Additional Privileges to Group

Module 5: Unified Security

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5.51

Unified Security

Role Assigned to Group

5
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5.52

Unified Security

Lab B: Explore PC8.5 Unified Security


In this lab you will
Create Roles and Privileges and assign them to Users or
Groups based on requirements that have been
previously gathered

Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

52 of 71

Copyright 2008 Informatica Corp

5.53

Unified Security

Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

5.54

Unified Security

Domain Object Permissions


Permissions by User

Permissions by
Object

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5.55

Unified Security

Domain Permissions - By User

5
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5.56

Unified Security

Domain Permissions By Object

Module 5: Unified Security

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5.57

Unified Security

Granting Object Permissions

5
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5.58

Unified Security

Inherited Permissions

Module 5: Unified Security

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5.59

Unified Security

Repository Folder Permissions


Edit Folder

Add User
or Group

5
Module 5: Unified Security

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5.60

Unified Security

Add Additional User / Group to Folder

Select additional
User to grant Folder
Permissions

Module 5: Unified Security

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5.61

Unified Security

Assign User / Group Folder Permissions

Select newly
assigned
User or
Group

Assign Folder
Permissions
to selected
User or
Group

5
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5.62

Unified Security

Operating System Profile


Operating System profile
Defined in Administration Console
Definition includes the OS user id, Integration Service
parameters (directories), environment variables
Supported on UNIX and Linux, not Windows
Switching users in Windows doesnt switch entire
security context of user
For an Integration Service on a Grid, the OS user id has
to be defined on all nodes

Previously workflows used the access permissions of


the user who started the Informatica Service

Module 5: Unified Security

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5.63

Unified Security

Create / Modify the OSProfile


Create an OSProfile
User must have Domain Administrator Privileges:
Define an Operating System Profile
Grant permission to other users for that OSProfile

Modify an OSProfile
User must have the Domain Privilege of Manage Users
and Groups with Permissions on the OSprofile
Attributes that can be modified are:
Integration service parameters
Environment variables

5
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5.64

Unified Security

Operating System Profiles


Repository Folders
The Folder Owner can now associate a default OS profile to run
workflows inside the folder
Default OS user profile can be overridden at runtime when jobs are
started
Only users w/permission on the OS profile can use it to run jobs

To use OS profile
Configure pmimpprocess on every node configured to run the
Integration Service
Enable OS profile attribute for the Integration Service

Change Mechanism for the Workflow Process User Id


Pmimpprocess switches to the OS user id all arguments are
encrypted
External 3rd party mechanism (i.e., sudo)

Module 5: Unified Security

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5.65

Unified Security

Spawning Processes with OS User ID


Session Logs
(OS User ID2)

DI Service
Workflow Logs
(INFA Service
User ID)

Workflow I/O
(OS User ID2)

(INFA Service
User ID)

Workflow
(OS User ID2)

DTM / Sessions
(OS User ID2)

Workflow Tasks
(OS User ID2)

5
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5.66

Unified Security

Creating an Operating System Profile


Define profile and operating system user id and password

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Unified Security

OS Profile Integration Service Attributes


Configure Integration Service parameters for the profile

5
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5.68

Unified Security

OS Profile Permissions
Configure permissions (who can use the profile)

Module 5: Unified Security

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5.69

Unified Security

Lab C: Explore PC8.5 Unified Security


In this lab you will
Grant Permissions to Users and Groups within the
Administration Console for the Mersche Motors Domain
based on requirements that have been previously
gathered

5
Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

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5.70

Unified Security

Summary
This module showed you how to:
Differentiate between the following PowerCenter Security
Elements of Users, Groups, Roles, Privileges and OS
Profiles

Why you need to know:


Benefits to the student include improving compliance with
internal security by using PowerCenter 8.5 Security Model

Module 5: Unified Security

PowerCenter 8.5 Level 1 Administrator

70 of 71

Copyright 2008 Informatica Corp

Unified Security

5.71

PowerCenter 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

Unified Security

PowerCenter 8.5 Level 1 Administrator

5.72

Copyright 2008 Informatica Corp

6.1

Repository Management

Module 6: Repository Management

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

6.2

Repository Management

Module Objectives
After completing this module you will be able to:
Describe the architecture of the PowerCenter
repository
Administer the PowerCenter repository
Why you need these skills/Why you need to know:
Enable the student to understand and execute the
tasks required to properly administer a PowerCenter
repository

Module 6: Repository Management

PowerCenter 8.5 Level I Administrator

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Copyright 2008 Informatica Corp

6.3

Repository Management

The Repository
The PowerCenter repository is a specialized schema
residing in a relational database
Its tables contain metadata, instructions for extracting,
transforming, and loading data

Clients access the database tables through the


Repository Service
TCP/IP
PowerCenter
Clients

Repository
Service
Repository
Service Process

Repository

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6.4

Repository Management

The Repository Contents


Metadata
Describes different kinds of repository objects
PowerCenter Client tools are used to develop each kind of
object.
Workflow Manager Objects
Repository Manager Objects

Database Connections

Folders

Sessions
Workflows

Designer Objects

Workflow Tasks

Repository

Source Definitions

Worklets

Target Definitions
Transformations

Global Objects

Mappings

Labels

Mapplets

Deployment Groups

User-defined Functions

Object Queries

Multi-dimensional Metadata

Connection Objects

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6.5

Repository Management

Repository Domains

Local

Global

cut
ort
h
ls
ba
o
l
G

Local

Shared metadata
Local repo
connection info

Local

Local

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6.6

Repository Management

Repository Domains
Allows sharing of metadata between repositories using
shortcuts
Saves time and work by reusing metadata
Enforces standards among departments

Must contain one global repository


Can contain multiple local repositories
Example:
A complex calculation for the profitability of products can be
standardized for use across all products
One developer builds a set of transformations that implement
this calculation
Share the transformations across the repository domain
Note: Each repository in a domain is still managed by its own Repository
Service
Module 6: Repository Management

PowerCenter 8.5 Level I Administrator

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6.7

Repository Management

Creating a Repository Domain


1. Create a global repository.
Create new or promote a local repository.

2. Register local repositories with the global repository.


3. Create user profiles for users performing cross-repository
work.
Need identical repository user names and password in each
repository.

Module 6: Repository Management

7 of 22

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6.8

Repository Management

Folders
Help organize objects
repository objects.
Are created via the
Repository Manager
Can be used to group
objects (sources, targets,
mappings, workflows, etc.)
by project or user
You can copy objects from
folder to folder

Permissions can be set to


provide security

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6.9

Repository Management

Folder Properties
When you create a folder,
you set its properties
You can configure folders
to be shared
Enables users to create
shortcuts to objects in the
folder
On Properties tab, set
Allow Shortcut

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Folder Property

Description

Name

Name of folder (required)

Description

Text describing the folders purpose

Owner

Defaults to creator

OS Profile

Operating System profile name

Allow shortcut

Makes the folder shared (see next slide)

Status

Applies to objects in the folder. Required for versioned repositories.

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

6.10

Repository Management

Permissions
Permissions control the level of access a user (or group)
has to the objects in a folder
Access is divided into three kinds of permission:
Read user can view the folder and objects in it
Write user can create or edit objects in a folder
Execute user can run or schedule workflows

Permissions are set on the permissions tab of the folder


properties

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6.11

Repository Management

Setting Permissions
Select the Permissions
tab
Click Add to add users
or groups
With a user highlighted,
select the checkboxes for
the appropriate
permissions
On the Permissions tab,
you can also change the
folders owner
Defaults to folders creator

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6.12

Repository Management

Permissions for Global Objects


Permissions also apply to global objects such as object
queries, deployment groups, labels, and connection
objects
Read user can view the objects
Write user can maintain object queries and labels and add or
delete objects from deployment groups
Execute user can run object queries, apply labels, and copy
deployment groups

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6.13

Repository Management

Best Practices for Using Folders


Implement naming standards before creating
Choose an organizational strategy:
Organize by subject (target) area
Organize work by key business area

Organize by environment
Suitable for small development teams working with a minimal number of
mappings

Organize by source area


Use this option if development is centralized around source systems

Module 6: Repository Management

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6.14

Repository Management

Connection Objects
Connection objects enable workflow sessions to
communicate with data sources and targets
A connection object exists as a global object defining a
single connection in the repository
Connection objects can establish connections to

Relational databases
Queues
FTP servers
Applications
External loaders

Connection object properties vary depending on the


connection type

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6.15

Repository Management

FTP Connection
Create FTP connection
Enable SFTP attribute in
connection properties to
enable secure FTP
Provide public and private
key files
Public and private key files
must be accessible on nodes
where session runs

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6.16

Repository Management

Creating Relational Connections


Create connections in Workflow Manage using the
Connection Browser for the connection type

To create a relational database connection, select


Connections Relational

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6.17

Repository Management

Creating Relational Connections


Select the database type and click New

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6.18

Repository Management

Creating Relational Connections (Continued)


In the Connection Object
Definition dialogue, enter
A name for the connection
object
Database username and
password
ODBC connect string

Module 6: Repository Management

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6.19

Repository Management

Connection Owner and Permissions


The owner of a connection
defaults to the user who
creates it
The owner can grant read,
write, and execute
permissions for users and
groups
The owner can also
change the owner of the
connection object

Module 6: Repository Management

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6.20

Repository Management

Adding Users and Groups


To grant permissions, the
owner of the connection
selects users and groups
and clicks Add

Module 6: Repository Management

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6.21

Repository Management

Module 6 Lab: Administering Repositories


In this lab you will
Create a repository folder
Assign folder permissions
Create repository connections

Module 6: Repository Management

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6.22

Repository Management

Summary
This module showed you how to:
Describe the architecture of the PowerCenter
repository
Administer the PowerCenter repository
Why you need to know:
Enable the student to understand and execute the
tasks required to properly administer a PowerCenter
repository

Module 6: Repository Management

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Copyright 2008 Informatica Corp

7.1

Deployments

Module 7: Deployments

PC 8.5 Level 1 Administrator

Copyright YYYY Informatica Corp

7.2

Deployments

Module Objectives
After completing this module you will be able to:
Deploy Powercenter metadata from development to test and
then production environments
Why you need these skills/Why you need to know:
Smoothly migrate Powercenter metadata between phases
of a project

Module 7: Deployments

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7.3

Deployments

Deployments
Migration of PowerCenter metadata
repositories from Development to Test, and
Production Environments
Protect the integrity of the metadata for
each project phase as the system evolves

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7.4

Deployments

Deployment Strategy
A process that ensures the smooth and precise
deployment of repository metadata.
To define a strategy you must analyze the
following factors:
How is the PowerCenter environment architected?
How are the repository folders defined?

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7.5

Deployments

Standalone Repositories
All work is performed in a single
PowerCenter repository that serves
as the metadata store
Separate folders are used to
represent the development, test,
and production workspaces
Folders are used to segregate work
This type of architecture within a
single repository ensures seamless
migration from development to QA,
and from QA to production

Module 7: Deployments

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7.6

Deployments

Standalone Repositories - Disadvantages


Performance:
Containing a development, test, and production environment
within a single repository can cause degradation in production
performance
The production environment shares CPU and memory resources
with the development and test environments.
Although these environments are stored in separate folders,
they all reside within the same database table space and on the
same server.

Confusion:
A single repository structure can create uncertainty as the same
users and groups exist in all environments and the number of
project folders can increase exponentially.

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7.7

Deployments

Distributed Repositories
Maintains separate, independent
repositories, hardware, and software for
development, test, and production
environments.
Segregated environments permit work
in development without impacting test
or production.
Each repository has a similar name, like
the folders in the standalone
environment.

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7.8

Deployments

Deployment Options

Folder Copy
Object Copy
XML Export/Import
Repository Copy
PMREP

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7.9

Deployments

Folder Copy
Copying an entire folder allows you to quickly promote
all of the objects located within that folder
Including sources, targets, mappings, workflows, etc.

From the Repository Manager, folders can be copied:


Within the same repository
From one repository to another (e.g. From the development
Repository to the test Repository)
You can copy a folder from a versioned to a non-versioned
repository.

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7.10

Deployments

Folder Copy (contd)


Folder copy is the appropriate method of deployment for:
Standalone repositories
Between multiple repositories on the same node
Between multiple repositories on separate node within the same
domain.

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7.11

Deployments

Folder Copy (contd)


Drag and drop of a project folder will
invoke the Copy Wizard
A series of windows will guide the
user through the copy process.

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7.12

Deployments

Folder Copy - Advantages


The Repository Managers Folder Copy Wizard
makes it almost seamless to copy an entire
folder and all the objects located within it.
If the project uses a common or shared folder
and this folder is copied first, then all shortcut
relationships are automatically converted to
point to this newly copied common or shared
folder.
All connections, sequences, mapping variables,
and workflow variables are copied automatically.

Module 7: Deployments

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7.13

Deployments

Folder Copy - Disadvantages


The primary disadvantage of the folder copy method is
that the repository is locked while the folder copy is
being performed.
Therefore, it is necessary to schedule this migration
task during a time when the repository is least utilized
A locked repository means than no jobs can be
launched during this process.
This can be a serious consideration in real-time or
near real-time environments.
If copy is occurring between repositories, user must be
connected to both repositories

Module 7: Deployments

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7.14

Deployments

Object Copy
The Workflow Manager, Designer, and
Repository Manager provide a Copy Wizard that
you use to copy repository objects
You can copy repository objects such as
workflows, worklets, tasks, sessions,
mappings, mapplets, sources, targets, and
transformations. You can also copy segments
of workflows or mappings
You can copy objects within the same folder, to
a different folder, or to a different repository
Object Copy is typically used for incremental
deployments of a project phase

Module 7: Deployments

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7.15

Deployments

Object Copy (contd)


Advantage:
In a distributed environment, object copy
provides more granular control over objects.

Disadvantages:
Much more work to deploy an entire group of
objects
Shortcuts must exist prior to importing/copying
mappings

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7.16

Deployments

XML Export/Import
Similar to copying an object from one
folder or repository to another
For example, when you copy an object
between folders or export and import that
object, you can resolve object name conflicts

When you export an object from one


repository and import the object into
another repository, you do not need to be
connected to both repositories

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7.17

Deployments

XML Export/Import
User can complete the following tasks using
XML Export/Import:
Deploy metadata between project phases (e.g.
development to test, then test to production)
Archive metdata
Share metadata
Search and replace property names in an entire
repository object
Copy metadata between repositories.
Create mappings.
Export and import of relational sources and targets
can be used to share metadata with other business
intelligence and data modeling tools.

Module 7: Deployments

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7.18

Deployments

XML Export\Import Advantages


Exporting an object from one repository and then
importing the object into another repository, does not
require the administrator to be connected to both
repositories
the XML files can be uploaded to a third-party versioning
tool (such as Source Safe)
Multiple objects can be exported into a single XML file,
and then imported at the same time
The administrator has the opportunity to resolve naming
conflicts

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7.19

Deployments

XML Export\Import Disadvantages


XML file is dependent on DTD file
Client install creates the DTD file
PowerCenter Client creates the XML file based on the structure
specified in the DTD
If the DID is not present on the client machine, XML can not be
imported.

Informatica restricts which elements you can modify in


the XML file.
PowerCenter Client might include a Cyclic Redundancy Checking
Value (CRCVALUE) code in one or more elements in the XML file.
The CRCVALUE code is another attribute in an element
If you modify certain attributes in an element that contains a
CRCVALUE code, you cannot import the object

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7.20

Deployments

Repository Copy
From one repository into another repository
without contents
Provides a quick way to copy a repository for
use as the basis of a new repository
Can be used as a way of preserving the
original repository before upgrading
Can also utilized when deploying a repository
from development into production.

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7.21

Deployments

Repository Copy - Procedure


In the Administration Console:
Use the Actions drop down to;
Backup the test repository
If distributed environment, copy
backup file to common location
that can be seen by both
dev/test and production nodes
Backup production repository
contents for archival
Notify users of deployment
Delete production repository
contents
Restore test backup file as
production repository

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7.22

Deployments

Repository Copy - Advantages


The ability to copy all objects (i.e., mappings,
workflows, mapplets, reusable transformation,
etc.) at once from one environment to
another.
The ability to automate this process using
pmrep commands, thereby eliminating many
of the manual processes that users typically
perform.
The ability to move everything without
breaking or corrupting any of the objects.

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7.23

Deployments

Repository Copy - Disadvantages


Entire repository is moved at once
therefore manual intervention may be necessary before the actual
production executions can take place
Significant maintenance is required to remove any unwanted or excess
objects.
There may also be a need to adjust server variables, sequences,
parameters/variables, database connections, etc.

This process requires that the existing production rep be


deleted, and then the test rep can be copied.
This results in a loss of production environment operational metadata
such as load statuses, session run times, etc
This metadata can be a competitive advantage for organizations that
use this information to plan for future growth.

Module 7: Deployments

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7.24

Deployments

Repository Copy Disadvantages (contd)


At this time, repository copy can only be done within a single
domain
Copy Contents from option on the Actions drop down within
Administration Console can only see one domain with multiple
repositories

Repository copy can be supported by backing up the test repository


then restoring it as prod on separate domain
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7.25

Deployments

PMREP
A command line program that you use to update repository
information and perform repository functions
Installed in the PowerCenter Client and Services bin
directories.
Perform repository administration tasks such as:

Exporting/importing XML
Deploy/Rollback a deployment group
Backing up and restoring repositories
Copy folders
updating session-related parameters
Updating security information in the PowerCenter repository.

Can be used from the Informatica Server or any client


machine connected to the server.
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7.26

Deployments

Versioned Repositories
Powercenter team-based development
(licensed) option that allow the repository to
store multiple versions of objects
Store copies of previous versions of objects in
development, track changes to those objects,
and prepare them for deployment to a
production environment.
Each time an object is checked in, the
repository increments the version number by
one and stores a new version of the object in
the repository database
Allows for the use of Deployment Groups for
migrating metadata between repositories
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7.27

Deployments

Deployment Groups
Deployment Groups are containers that hold
references to objects that need to be migrated.
Static
A deployment group populated by manually selecting the
objects
Create a static deployment group when the set of
deployment objects is not expected to change.

Dynamic
The result set from an object query is used to populate this
type deployment group. Create a dynamic deployment
group when the set of deployment objects is expected to
change frequently
The dynamic deployment group query multiple times and
add new objects to the group each time the query is
executed
Module 7: Deployments

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7.28

Deployments

Deployment Groups - Advantages


Backup and restore of the Repository needs to be
performed only once.
Copying a Folder replaces the previous copy.
Copying a Mapping allows for different names to be
used for the same object.
Allows for version-based object migration.
Faster and more flexible than folder moves for
incremental changes.
Allows for migration rollbacks
Allows specifying individual objects to copy, rather
than the entire contents of a folder or repository.

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7.29

Deployments

Post Deployment Tasks


Implement the appropriate security.
In Development, the owner of the folders should be a user(s) in
the development group.
In Test, change the owner of the test folder to a user(s) in the
test group.
In Production, change the owner of the folders to a user in the
production group.
Revoke all rights to Public other than Read for the production
folders.

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7.30

Deployments

Module 7 Lab: Deployments


In this lab you will

Backup the test repository


Place the backup file on a common location
Backup the production repository
Delete the contents of the production repository
Restore the contents of the test repository to production
Attempt to run a workflow

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7.31

Deployments

Summary
This module showed you how to:
Deploy Powercenter metadata from development to test and
then production environments
Why you need to know:
Smoothly migrate Powercenter metadata between phases
of a project

Module 7: Deployments

31 of 31

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Deployments

PC 8.5 Level 1 Administrator

7.32

Copyright YYYY Informatica Corp

8.1

Command Line Programs

Module 8: Command Line Programs

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

8.2

Command Line Programs

Module Objectives
After completing this module you will be able to:
Use PowerCenter command line programs to administer
the domain

Why you need these skills/Why you need to know:


Many administrator tasks can be automated through the
use of PowerCenters command-line programs.

Module 8: Command Line Programs

PowerCenter 8.5 Level I Administrator

2 of 16

Copyright 2008 Informatica Corp

8.3

Command Line Programs

Command Line Programs


Allow you to perform a subset of tasks in PowerCenter
Client
Can combine multiple commands into a script
See Command Line Reference in online help

Program

Description

infacmd

Access PowerCenter application services.

infasetup

Administer PowerCenter domain and node properties.

pmcmd

Manage workflows. E.g. start, stop, & schedule.

pmrep

Perform repository administration tasks.

Module 8: Command Line Programs

3 of 16

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

8.4

Command Line Programs

Modes
Command Line Mode
Can issue commands directly from the operating system
command line.
Use to script commands.

Interactive Mode
Can issue commands from an interactive prompt. The program
does not exit after it completes a command.
Command Line

Interactive

infacmd

infasetup

pmcmd

pmrep

Module 8: Command Line Programs

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Copyright 2008 Informatica Corp

8.5

Command Line Programs

Command Line Mode Return Codes


Commands return success or failure
Zero (0) = success
Non-zero number = failure

Enter an echo command immediately after command:


DOS shell: echo %ERRORLEVEL%
UNIX Bourne or Korn shell: echo $?
UNIX C shell: echo $status

pmcmd return code values explain cause of failure (1-25)

Module 8: Command Line Programs

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8.6

Command Line Programs

Scripting Commands
Use scripts for tasks you perform often
E.g. daily backup for a repository

Command line mode only


Issue commands from a script, batch file, or other
program
Windows: batch files with a .bat extension
UNIX: script files with a .sh extension

Module 8: Command Line Programs

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Copyright 2008 Informatica Corp

8.7

Command Line Programs

infacmd
Use to administer PowerCenter domains and services
Run from <install_dir>\server\bin directory
Administer:

Application services and processes


Domain gateway
Licenses
Log events
Nodes
Grids
Domains

Module 8: Command Line Programs

7 of 16

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

8.8

Command Line Programs

infacmd Example
Windows:
infacmd AddNodeResource -dn MyDomain
-un AdminUser -pd password -nn Node1
-rt "File Directory" -rn BkupDir

UNIX:
infacmd.sh AddNodeResource -dn MyDomain -un
AdminUser -pd password -nn Node1
-rt "File Directory" -rn BkupDir

Module 8: Command Line Programs

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Copyright 2008 Informatica Corp

8.9

Command Line Programs

infacmd for Security


Use to create and modify users, roles, and groups
Example:
infacmd createUser -dn MyDomain
-un UserName -pd password
-nu new_user_name -np new_user_password

Related security commands include


EditUser
DisableUser
CreateGroup
CreateRole
AddUserToGroup
AssignRoleToUser

AssignRoleToGroup
RemoveUser
RemoveUserFromGroup
RemoveGroup
RemoveRole
ResetPassword

Module 8: Command Line Programs

9 of 16

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

8.10

Command Line Programs

infacmd for Security (Continued)


Use to change permissions and privileges for users, roles,
and groups
Example:
infacmd AddUserPermission -dn MyDomain
-un UserName pd password
-eu existing_user_name
on object_full_path_name
-esd existing_user_security_domain

Related security commands include


AddGroupPermission
AddGroupPrivilege
AddUserPrivilege
AddRolePrivilege

RemoveRolePrivilege
RemoveGroupPrivilege
RemoveUserPrivilege

Module 8: Command Line Programs

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8.11

Command Line Programs

infasetup
Use to modify domain and node properties after you
install PowerCenter Services
E.g. change port number for a node
BackupDomain, RestoreDomain, DefineWorkerNode,
DefineGatewayNode, and more

<install_dir>\server directory
Windows example:
infasetup UpdateWorkerNode -nn Node1 -na
Host1:9090

Use infasetup.sh on UNIX

Module 8: Command Line Programs

11 of 16

PowerCenter 8.5 Level I Administrator

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8.12

Command Line Programs

pmcmd
Communicates with Integration Service
Use to perform some Workflow Manager tasks
E.g. start, stop, and abort workflows, get session statistics, get
service properties, and more

<install_dir>\server\bin directory
Example:
pmcmd startworkflow -sv MyIntService
-d MyDomain -u seller3 -p jackson
-f SalesEast wf_SalesAvg

Module 8: Command Line Programs

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8.13

Command Line Programs

pmrep
Use to update repository information and perform
repository functions
E.g. list objects, users, and groups; export and import objects;
create folders, users, and group; and more

<install_dir>\server\bin or <install_dir>\client\bin
directory
Example:
pmrep ObjectImport -i newworkflows.xml -c
mycontrolfile -l importlog.txt

Module 8: Command Line Programs

13 of 16

PowerCenter 8.5 Level I Administrator

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8.14

Command Line Programs

pmrep to Back Up and Restore a Repository


Use to back up repositories for security or migration
Example of backing up:
pmrep backup -o repo_backup.rep

Example of restoring:
pmrep restore -u AdminUser
-p AdminPassword i repo_backup.rep
-y -v repo_user -x repo_password

Module 8: Command Line Programs

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8.15

Command Line Programs

Module 8 Lab: Command-Line Programs


In this lab you will
Set permissions for REPEDW_Admin_01 user for the repository
folders and connection objects
Assign workflows to prod Integration Service
Test run the deployed workflows

Module 8: Command Line Programs

15 of 16

PowerCenter 8.5 Level I Administrator

Copyright 2008 Informatica Corp

8.16

Command Line Programs

Summary
This module showed you how to:
Use PowerCenter command line programs to administer
the domain

Why you need to know:


Many administrator tasks can be automated through the
use of PowerCenters command-line programs.

Module 8: Command Line Programs

PowerCenter 8.5 Level I Administrator

16 of 16

Copyright 2008 Informatica Corp

9.1

Subject Area Implementation

Module 9: Subject Area Implementation

PC 8.5 Level 1 Administrator

Copyright 2008 Informatica Corp

9.2

Subject Area Implementation

Module Objectives
After completing this module you will be able to:
Define a Subject Area
Implement a Subject Area into the PowerCenter
architecture.
Why you need these skills/Why you need to know:
Quickly and efficiently create a subject area for a new
project within Powercenter that is totally encapsulated by
security.

Module 9: Subject Area Implementation

PC 8.5 Level 1 Administrator

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Copyright 2008 Informatica Corp

9.3

Subject Area Implementation

Subject Area
A Subject Area is:
A distinct project or logical grouping of work inside the
PowerCenter Domain
Organized within Domain folders
Protected by Domain & Host Security
Extends to include Repository Folders and input/output files
generated by PowerCenter & stored on host machine
Includes the source and target connections used to access
project data

Module 9: Subject Area Implementation

3 of 22

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9.4

Subject Area Implementation

Subject Area Domain Objects


Certain Domain objects should be created to support a
Subject Area
Domain Folders
Created to house domain objects for each subject area.

Repository Service
Separately store metadata pertaining to each subject area for better
security

Integration Service
Execution statics can be used for departmental chargeback
Process variables can be better configured to secure sensitive output/input
files

Nodes
Separate nodes can be installed for each subject area.

Module 9: Subject Area Implementation

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9.5

Subject Area Implementation

Domain Folders
Created for each Subject Area to organize and secure
services and other project objects
The owner of the Subject Area should be an
administrative user defined in the Security Domain
The owner should belong to a distinct PowerCenter
domain security group
The owner should be granted full privileges and
permissions on the Subject Area Domain folders

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9.6

Subject Area Implementation

Integration Service
Each Integration Service process uses run-time files to
process workflows and sessions
If you configure an Integration Service to run on a grid or
to run on backup nodes, the run-time files must be stored
in a shared location.
By default, the installation program creates a set of
Integration Service directories in the server\infa_shared
directory on the host machine.
PowerCenter uses process variables to point to the
common directory structure on the host machine.
An integration Service should be created for each Subject Area.

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9.7

Subject Area Implementation

Integration Service (contd)


The process variables are configured on the processes
tab of the Integration Service in the Administration
Console

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9.8

Subject Area Implementation

Integration Service
Process Variables - Definitions
Directory

Service Process
Variable

Description

Root directory

$PMRootDir

Root directory for all subdirectories.

Session log subdirectory

$PMSessionLogDir

Stores session logs.

Bad file subdirectory

$PMBadFileDir

Stores reject files.

Cache file subdirectory

$PMCacheDir

Stores index and data cache files.

Target file subdirectory

$PMTargetFileDir

Stores target files.

Source file subdirectory

$PMSourceFileDir

Stores source files.

External procedure file subdirectory

$PMExtProcDir

Stores external procedure files.

Temporary subdirectory

$PMTempDir

Stores temporary files.

Workflow log subdirectory

$PMWorkflowLog
Dir

Stores workflow logs.

Lookup file subdirectory

$PMLookupFileDir

Stores lookup files.

Storage subdirectory

$PMStorageDir

Stores run time files that are used to recover a


workflow or session. These files store the state of
each workflow and session operation.

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9.9

Subject Area Implementation

Host Directories
infa_shared
Example of host directories created by
PowerCenter Installation
Developers & Administrators from all
projects need access to these folders
to view log results, review cache files
for accuracy, deliver target files,
receive source files etc

This represents a fundamental security problem

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9.10

Subject Area Implementation

Integration Service
Process Variables The Problem
By default, all users are sharing and have access to the common
directory structure
Data contained within these directories may be sensitive and
should not be accessed by all users
Inadvertent deletion/overwrite of important files may occur
This arrangement is not conducive to accurate departmental
chargeback
This arrangement may not comply with the organizations
Sarbanes-Oxley procedures

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9.11

Subject Area Implementation

Integration Service
Process Variables The Solution
Each Subject Area should have its own distinct directory
structure on the host machine to store files and data related to
the Subject Area
These structures should be secured and access should be
limited using host-based security groups
Individual network IDs should be granted access through named
shares by local host groups
The process variables of the Integration Service should then be
pointed to the secured host share.

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9.12

Subject Area Implementation

Subject Area
Integration Service - Example
Process variables should be set to Host directory structure
shared by those in the Domain and Host security group.

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9.13

Subject Area Implementation

Subject Area Repository Objects


Certain Repository objects should be created to support
the Subject Area
Repository Folders
Repository Connections

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9.14

Subject Area Implementation

Repository Folders
Created for each Subject Area to ease management of
project content
The Administrator and project group should be given
permissions and privileges on the Subject Area repository
folder
The level of permissions that the project group has on the
project folder is determined by the security requirements
of the organization

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9.15

Subject Area Implementation

Database Connections
PowerCenter stores the information necessary to connect
to the source/target within the repository in the form of a
connection definition
Assigning a specific owner to the connection definition
prevents others from modifying the connection properties
Subject Area security can be applied to the connection by
assigning permissions to the Subject Area Domain
Security group.

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9.16

Subject Area Implementation

Database Connections
Privileges and Permissions
Privileges to create connections are
assigned in the Administrator Console

Permissions to read, write & execute


the connection are granted within the
PowerCenter Workflow Manager Client

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9.17

Subject Area Implementation

Host Security
Governs access to the host file directories and individual
data files such as those generated for use by
PowerCenter
Access to the file directories can be restricted by creating
local host security groups
Host security groups should have individual network
accounts (corresponding to those in the PowerCenter
Security Domain) assigned to them for each Subject Area
Each host security group will be given access to its
Subject Area share, therefore restricting any other users
on the machine for viewing sensitive files.
Informatica runtime host id should be added to the host
security group

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9.18

Subject Area Implementation

Host Security
Host Security Group Example

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9.19

Subject Area Implementation

Subject Area Implementation Steps


Create Domain Objects (Folder, Repository Service and Integration
Service)
Create Domain Security Group for Subject Area
Set Domain object permissions
Create Administrative User for Security Group
Assign existing or create new Domain Security users to Subject Area
security group within PowerCenter
Create Repository Objects (folder & database connections) for
Subject Area
Set Repository Object permissions
Create Subject Area directories on host machine
Create Host Security Group add Informatica runtime id
Create Host share and assign privileges to Host Security Group
Point Integration Service Process Variables to new host directory
structure
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9.20

Subject Area Implementation

Module 9 Lab: Implement a Subject Area


In this lab you will
Implement a Customer Master ETL project Subject Area

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9.21

Subject Area Implementation

Summary
This module showed you how to:
Define a Subject Area
Implement a Subject Area into the PowerCenter
architecture.
Why you need to know:
Quickly and efficiently create a subject area for a new
project within Powercenter that is totally encapsulated by
security.

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Subject Area Implementation

PC 8.5 Level 1 Administrator

9.22

Copyright 2008 Informatica Corp

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