Installation Guide: Informatica Data Explorer
Installation Guide: Informatica Data Explorer
Installation Guide: Informatica Data Explorer
Informatica Data Explorer Installation Guide Version 8.6.1 September 2008 Copyright 2001-2008 Informatica Corporation. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable. The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing. Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Exchange and Informatica On Demand are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners. DISCLAIMER: Informatica Corporation provides this documentation as is without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice. Part Number: IDE-ING-86100-0000
Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Installing Data Explorer Server in Console Mode . . . . . . . . . . . . . . . . . . 21 Installing Data Explorer Server in GUI Mode . . . . . . . . . . . . . . . . . . . . . 23
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Table of Contents
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Table of Contents
vi
Table of Contents
Preface
Welcome to Data Explorer, the Informatica software product suite that provides a complete and accurate picture of enterprise data through data profiling. Data Explorer is a complete set of data investigation, discovery, and mapping tools that allows you to quickly analyze multiple source systems and eases the process of scoping the size and complexity of a migration or data integration project.
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Preface
Informatica Resources
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, Informatica Documentation Center, and access to the Informatica user community.
Informatica Documentation
The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments.
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.
Informatica Resources
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Use the following telephone numbers to contact Informatica Global Customer Support:
North America / South America Informatica Corporation Headquarters 100 Cardinal Way Redwood City, California 94063 United States Europe / Middle East / Africa Informatica Software Ltd. 6 Waltham Park Waltham Road, White Waltham Maidenhead, Berkshire SL6 3TN United Kingdom Asia / Australia Informatica Business Solutions Pvt. Ltd. Diamond District Tower B, 3rd Floor 150 Airport Road Bangalore 560 008 India Toll Free Australia: 1 800 151 830 Singapore: 001 800 4632 4357 Standard Rate India: +91 80 4112 5738
Standard Rate Brazil: +55 11 3523 7761 Mexico: +52 55 1168 9763 United States: +1 650 385 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
Preface
Chapter 1
Overview, 2 System Requirements, 3 Data Explorer Product Licensing, 9 Disk Space Requirements, 5 Installation and Upgrade Options, 7 Data Explorer Product Licensing, 9 JDBC Drivers, 10 Reporting Capabilities, 11
Overview
The Data Explorer installers provide a unified install environment for Data Explorer applications. It also installs a Crystal Reports viewer and provides install options for new reports for PowerCenter Data Analyzer, DataDirect ODBC drivers, and the Microsoft .NET framework. Data Explorer supports a client-server architecture and works on the .NET framework.
Note: Data Explorer does not install the full Crystal Reports application. It installs a runtime
engine for Crystal Reports that allows you to view but not edit Crystal reports. This chapter discusses the minimum hardware, software, and database requirements for Data Explorer. It also provides information about Data Explorer license requirements and the OBBC and JDBC drivers you require to connect to the Data Explorer repository.
System Requirements
The system on which you install the Data Explorer components must meet the minimum hardware and software requirements. You can install the client and server on the same system or on separate systems.
Windows operating system 1.0 GHz Pentium III or equivalent processor or greater 512 MB RAM .NET Framework v.1.1 If your system does not have the .NET Framework installed, the Data Explorer installer provides you an option to install it
Red Hat Enterprise Linux-based server SUN SPARC-based server IBM PowerPC-based server HP PA-RISC-based server Windows
A data profiling project requires a minimum of 512 MB of physical memory backed by 512-1024 MB of swap space. Large projects might require two to three times more memory and swap space. If you are running other applications in addition to Data Explorer, additional memory and swap space might be necessary.
System Requirements
will be inadequate. Increase the default data space size to a higher value, for example 512 MB, or set an unlimited setting (-1).
Data Explorer applications use ODBC or JDBC drivers to connect to the Data Explorer repository. Data Explorer installs these drivers.
appropriate value from this table to the path in the file server860/config/odbc/ideodbc.ini:
HPUX Solaris AIX SHLIB_PATH LD_LIBRARY_PATH LIBPATH
280 MB 45 MB 230 MB
Note: For more information about project disk space requirements, see the Data Explorer
Contact your database administrator to determine the RDBMS overhead and RDBMS factor. To ensure that you have enough disk space for your repository, have your database administrator build tablespaces that you can expand later as per your requirements.
Table 1-2 describes the factors used in calculating the disk space requirements for the repository:
Table 1-2. Disk Space Calculation
Term Data Explorer project size Number of Data Explorer projects Number of Data Explorer FTM Schemas Number of Source Profiler Schemas RDBMS factor Meaning Value calculated for the projects metric. Maximum number of Data Explorer projects expected to be stored in the repository at any given time. Maximum number of schemas, originally created by the Data Explorer FTM product, stored in the repository at any given time. Maximum number of schemas, originally created by the Source Profiler product, stored in the repository at any given time. Factor that adjusts the RDBMS storage overhead. The storage overhead is directly related to data that is loaded into the database. An RDBMS factor of 1 indicates that the RDBMS has no data-dependent overhead. A factor of 2 indicates that for every byte of data loaded into the repository, the RDBMS also consumes a byte of data-dependent storage. Number of bytes consumed by the RDBMS installation after building the repository tables, and before loading any data into the database. Number of bytes expected to be stored in schemas created by the Data Explorer FTM/XML product. Number of bytes expected to be stored in schemas created by the Data Explorer Source Profiler product.
RDBMS overhead Data Explorer FTM Schema size Data Explorer Source Profiler Schema size
Consider the following example: You install Data Explorer without Data Explorer FTM or Data Explorer Source Profiler and have only one Data Explorer project with a size of 35 MB. Your database administrator establishes that the RDBMS overhead is 13 MB and that a factor of 6 must be applied to any data loaded into the database. You can use the formula given on page 5 to calculate the repository disk space requirements:
RDBMS factor 6 x Project size 35 MB RDBMS overhead Total Estimated Disk Space for the Repository 210 MB 13 MB 223 MB
For information about managing temp space and swap space and other space considerations, see the Data Explorer System Administration Guide.
If you are installing Data Explorer for the first time, run the 8.6.1 installer. To upgrade Data Explorer 5.0 to Data Explorer 8.6.1, run the 8.6.1 installer. This installs Data Explorer 8.6.1 in parallel with Data Explorer 5.0. You must use the 8.6.1 silent installer to upgrade Data Explorer 8.6 to Data Explorer 8.6.1. You cannot upgrade Data Explorer 8.6 with the Data Explorer 8.6.1 installer.
Deployment Summary
To install and activate Data Explorer, complete the following steps: 1. If you will deploy Data Explorer reports for Data Analyzer, verify that PowerCenter Advanced Edition is installed, the reporting service used by Data Analyzer is running and available, and you know the URL, username, password, and namespace of the reporting service you will connect to. Run the Data Explorer installer. You can choose to install the Data Explorer Client, Server, and Data Analyzer Reports on the same machine. You can also select options to install ODBC drivers and the Microsoft .NET framework. If you are applying Data Explorer 8.6 Service Pack 1 to Data Explorer 8.6, run the silent installer. You may need to update Data Analyzer reports, ODBC drivers, or the Microsoft .NET framework separately. 3. Obtain a product license from Informatica Global Customer Support and add the license to the system. The Global Customer Support team needs the UMI (unique machine identifier) of the install machine to generate your license. The install process displays the UMI of the machine that hosts the install files. For more information, see Obtaining and Installing the Data Explorer License on page 29. 4. Set up the Data Explorer repository. Create a Data Explorer repository in a relational database. The Data Explorer installer includes SQL scripts that you can run on a database to create the relevant repository tables. These repository tables store information about Data Explorer projects. For more information, see Data Explorer Repository Administration in the Data Explorer System Administration Guide and the readme.txt files located in the <InstallDirectory>/Repository/sql/<databaseType> directory. 5. Set up the Data Explorer Server environment. Configure the machine that hosts the Data Explorer Server. For more information, see Setting Up the Data Explorer Server Environment on page 33.
2.
Data Explorer includes configuration files that you can modify to enable Data Explorer establish data sources from which to profile data and export the results. For more information, see Reviewing Configuration Files on page 39. You can also install and set up Data Explorer Import extracts running on MVS or OS/390 platforms. For more information, see Installing VSAM and IMS Importers on page 49.
It verifies clients. It grants tokens to valid licensed applications when tokens are available. When the number of requests for a token exceeds the number of tokens available, the Listener denies the request.
It collects tokens when applications terminate or when it determines that an application is no longer running.
JDBC Drivers
If you are using Data Explorer FTM/XML or Repository Navigator, use JDBC Type IV drivers. These drivers are included in the Data Explorer installer, which installs them in the \Navigator\jdbc directory. The DataDirect Technologies JDBC drivers support the following databases:
Note: Data Explorer XML or Data Explorer Navigator users should use Oracle Type IV JDBC
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Reporting Capabilities
Data Explorer supports report generation with PowerCenter Data Analyzer and through Crystal Reports.
Data Analyzer URL. The address of the Data Analyzer reporting service. This address has the following format: http://<hostname>:<port>/ias-<reporting_service_name> The reporting service at this URL must be running and available to the Data Explorer installer. If the installer cannot connect to the reporting service, the installation will fail.
User ID. A valid user ID for Data Analyzer. It must include the namespace used by Data Analyzer in the format username@namespace. The default namespace is Native: [username]@Native Password. A valid password for Data Analyzer.
Username and password information is case-sensitive. Data Analyzer requires PowerCenter Advanced Edition. For more information, see your PowerCenter Data Analyzer documentation.
Crystal Reports
Data Explorer installs a runtime Crystal Reports viewer. You can install an external version of the Crystal Reports application in addition to the runtime Crystal Reports viewer installed by Data Explorer.
Reporting Capabilities
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Chapter 2
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Overview
This chapter provides the steps to install the Data Explorer product suite on Windows machines. The Data Explorer install wizard provides the following high-level installation options:
Complete. Installs the complete Data Explorer product suite. Custom. Installs selected Server or Client components, including reports for PowerCenter Data Analyzer.
The installation process installs ODBC drivers and a Java Runtime Environment if the install target machine requires them. For Complete and Client installations the installation process also installs the Microsoft .NET framework if it does not detect it on the target machine.
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Open the installation fileset that you received from Informatica. Locate and run the install.bat file. The InstallAnywhere installation wizard opens. At the Welcome screen, click Next. For users running the client-only Data Explorer Installer: The following step does not apply to your installation. Skip to Step 7. Choose the product set to install. Choose Complete to install all components on the local machine. Choose Custom to select from Server, Client, and Reports options. Copy the unique machine identifier (UMI). Informatica uses the UMI to generate your product license.
Note: The Client-only installer does not display the UMI. If you are running the
client-only installer, you must generate your UMI later in the install process, as described in Step 15.
6.
If you selected Custom installation in Step 4, select the options you wish to install. When you select either Client or Server, the Deploy DA (Data Analyzer) Reports option is selected by default. This option installs dashboards and reports that you can run from PowerCenter Data Analyzer to the Data Explorer repository. Clear this option if you do not wish to install these reports. Specify the installation directory. The default directory is:
C:\Informatica\DataExplorer8.6
7. 8.
Server installations only: Choose the directory to which Data Explorer can write temporary files. The default directory is:
C:\Windows\temp
Note: For performance reasons, this directory should not reside on the same drive that
stores the paging file. Data Explorer Server uses this directory to write potentially large sets of temporary results during profiling.
9.
Client and Complete installations only: The client installer prompts you to install Microsoft .NET Framework 1.1 if it does not detect it on the local system. If prompted, accept this install option. Microsoft .NET Framework 1.1 is mandatory for Data Explorer client installations. If you are installing Data Explorer reports for Data Analyzer, check the Deploy pre-designed reports for Data Analyzer option and enter the connection details for Data Analyzer. Provide the following information: Data Analyzer URL. The address of the reporting service used by Data Analyzer. This address has the following format:
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http://<hostname>:<port>/ias-<reporting_service_name> The reporting service at this URL must be running and available to the Data Explorer installer. The reporting service is started on the PowerCenter Admin Console.
User ID. A valid user ID for Data Analyzer in the format [username@namespace]. The user ID must include the namespace used by Data Analyzer. The default is namespace is Native. Password. A valid password for Data Analyzer. Username and password information is case-sensitive. Data Analyzer requires PowerCenter Advanced Edition. For more information, see your PowerCenter Data Analyzer documentation.
11. 12.
Choose the ODBC drivers to install. The options are ODBC 5.2 Service Pack 2 and ODBC 5.3. Review the summary of your installation selections, and click Install. The Data Explorer installation commences. Your installation may include the following items: ODBC Driver Installation. The DataDirect ODBC driver installation launches as part of the Data Explorer install. Use Alt-Tab if necessary to toggle to the ODBC Driver install window. Microsoft .NET Installation. For Data Explorer Client installations, the Microsoft .NET installer launches if the Microsoft .NET Framework 1.1 with Service Pack 1 is not detected. Accept the prompts to install the .NET framework. The .NET installation requires a machine restart. Select the option to Restart Later when prompted.
13.
Server and Complete installations only: Review the Data Explorer Listener and License Manager settings and edit them if required: Listener Port Number. The port used by the Listener in communications between Server and Client. The default port is 1416. Hostname of License Manager. The host machine of the Data Explorer License Manager. Port Number for License Manager. The port used by the License Manager in communications between Server and Client. The default port is 1416. Accept the defaults for these settings or type new settings that match the system configuration. For more information, see Data Explorer Product Licensing on page 9.
14. 15.
Review the installation summary and verify the successful installation of Data Explorer. Click Done to exit the installer. For users running the client-only Data Explorer Installer: After installation, run the UMI utility that installs with Data Explorer to obtain the UMI. Informatica uses the UMI to generate your product license. In a default installation, the path to this utility is:
C:\Informatica\DataExplorer8.6\Client\ideumi.exe
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16.
Following installation, you must obtain a license file and add it to the Listener folder. For more information, see Obtaining and Installing the Data Explorer License on page 29.
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Chapter 3
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Overview
This chapter provides the steps to install Data Explorer Server on UNIX. The following components are installed as part of the Data Explorer Server installation:
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Installation files. Verify that the installation fileset is stored on the machine to which you will install Data Explorer Server. Root permission on the UNIX server on which you will install the Data Explorer Server. As the installation script modifies system files during the installation, you must log on with root permissions.
Files are added to the /etc/rc.d and the /etc/init.d/idelistener directories. Platform-dependent startup scripts are modified to automatically start the Data Explorer License Manager.
To run Data Explorer, you will need a valid license.elf file for your computer. For more information, see Obtaining and Installing the Data Explorer License on page 29.
Log in to the UNIX system with root permission. At a terminal prompt, navigate to the directory where you have copied the UNIX install files. Start the installer with the following command:
sh install.bin
4. 5.
When prompted, type C for console mode and press Enter. Accept the option to stop any Data Explorer Listener services. These services may be active if an earlier version of Data Explorer is installed. The installation cannot proceed if Listener services are running. Choose 1 (default) to continue or 2 to cancel, and press Enter.
6.
Choose the install set, and press Enter. The options are 1 for Complete install (default) and 2 for Custom install. Choose Complete for all server components, and press Enter.
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8. 9. 10.
Take note of the unique machine ID. Press Enter. Custom installers only: choose the install components. The options are 1 (default) for Server and 2 for deployment of Data Analyzer reports. Press Enter. Choose the install directory. The default directory on UNIX is /opt/Informatica/DataExplorer860 Press Enter to accept the default, or type an absolute path and press Enter.
11. 12.
If you have entered a non-default directory, type Y to confirm your directory path, and press Enter. Choose the directory that the installer will use for temp directory. The default directory is /tmp. Press Enter to accept the default or type an alternative directory path and press Enter.
Note: For performance reasons, this directory should not reside on the same drive that
stores the paging file. Data Explorer Server uses this directory to write potentially large sets of temporary results during profiling.
13. 14.
Indicate if you wish to deploy Data Analyzer Reports. The options are 1 (default) for No and 2 for Yes. Make your selection and press Enter. If you selected to deploy Data Analyzer Reports, provide the following information when prompted: Data Analyzer URL. The address of the reporting service used by Data Analyzer. This address has the following format: http://<hostname>:<port>/ias-<reporting_service_name> The reporting service identified in this URL must be running and available to the Data Explorer installer. The reporting service is started on the PowerCenter Admin Console.
User ID. A valid user ID for Data Analyzer in the format username@namespace. This must include the namespace used by Data Analyzer. The default user ID is Administrator@Native, where Native is the namespace used by Data Analyzer. Password. A valid password for Data Analyzer. User ID and password information is case-sensitive. Data Analyzer requires PowerCenter Advanced Edition. For more information, see your PowerCenter Data Analyzer documentation.
15. 16.
Review the pre-installation details, and press Enter to continue. The installer attempts to find the IDE 5.0 SP4 installation directory. If the installer cannot locate this path, you are prompted to confirm whether or not you have IDE 5.0 SP4 installed. Type the path for the IDE 5.0 SP4 installation directory, or type No if you do not have IDE 5.0 SP4 installed. At the next three prompts, enter the Listener port number, License Manager hostname, and the port number for the License Manager:
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Listener Port Number. The port used by the Listener in communications between Server and Client. The default port is 1416. Hostname of License Manager. The host machine of the Data Explorer License Manager application. Port Number for License Manager. The port used by the License Manager in communications between Server and Client. The default port is 1416. To accept the defaults for these settings, press Enter at each prompt, or alternatively type new settings that match the system configuration. For more information on Listener and License Manager settings, see Data Explorer Product Licensing on page 9.
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The installer completes with a message informing you of successful installation to your selected directory. Press Enter to end the install process. Install the license key file (license.elf ) by copying it to the /opt/Informatica/DataExplorer860/listener directory. The Data Explorer Listener will automatically detect the license key and start issuing licenses.
Note: The UNIX installation automatically writes the DataDirect 5.3 ODBC drivers to the
installed path when it installs the Data Explorer Server. For more information, see Configuring ODBC Drivers for UNIX on page 41.
Log in to the UNIX system with root permission. Open a terminal window and navigate to the directory where you have copied the UNIX install files. Start the installer with the following command:
sh install.bin
4. 5.
When prompted, type G for GUI mode and press Enter. Accept the option to stop any Data Explorer Listener services. These services may be active if an earlier version of Data Explorer is installed. The installation cannot proceed if Listener services are running. At the Welcome screen, click Next. Choose the install set, and press Enter. Choose Complete to install all Server components. Take note of the unique machine ID, and click Next. Custom installations only: Choose the install components. The options are Server and Deploy Data Analyzer reports. Click Next. Choose the install directory. The default directory on UNIX is /opt/Informatica/DataExplorer860
Installing Data Explorer Server on UNIX 23
6. 7. 8. 9.
Click Browse to select a new directory. Click Next to accept the directory shown onscreen.
10.
Choose the directory that the installer will use for temp directory. The default directory is /tmp. Click Browse to select a new directory. Click Next to accept the directory shown onscreen.
11.
Optional: select the option to deploy Data Analyzer Reports. If you are deploying Data Analyzer Reports, provide the following information: Data Analyzer URL. The address of the reporting service used by Data Analyzer. This address has the following format: http://<hostname>:<port>/ias-<reporting_service_name> The reporting service identified in this URL must be running and available to the Data Explorer installer. The reporting service is started on the PowerCenter Admin Console.
User ID. A valid user ID for Data Analyzer in the format username@namespace. This must include the namespace used by Data Analyzer. The default user ID is Administrator@Native, where Native is the namespace used by Data Analyzer. Password. A valid password for Data Analyzer. User ID and password information is case-sensitive. Data Analyzer requires PowerCenter Advanced Edition. For more information, see your PowerCenter Data Analyzer documentation.
12. 13.
Review the pre-installation details, and click Install. The installer attempts to find the IDE 5.0 SP4 installation directory. If the installer cannot locate this path, you are prompted to confirm whether or not you have IDE 5.0 SP4 installed. Select Yes to enter the path for the IDE 5.0 SP4 installation directory, or select No if you do not have IDE 5.0 SP4 installed. Review the Data Explorer Listener and License Manager settings and edit them if required: Listener Port Number. The port used by the Listener in communications between Server and Client. The default port is 1416. Hostname of License Manager. The host machine of the Data Explorer License Manager application. Port Number for License Manager. The port used by the License Manager in communications between Server and Client. The default port is 1416. To accept the defaults for these settings, click Next, or alternatively type new settings that match the system configuration. For more information on Listener and License Manager settings, see Data Explorer Product Licensing on page 9.
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15.
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16. 17.
The installer completes with a message informing you of successful installation to your selected directory. Click Done to end the install process. Install the license key file (license.elf ) by copying it to the /opt/Informatica/DataExplorer860/listener directory. The Data Explorer Listener will automatically detect the license key and start issuing licenses.
Note: The UNIX installation automatically writes the DataDirect 5.3 ODBC drivers to the
installed path when it installs the Data Explorer Server. For more information, see Configuring ODBC Drivers for UNIX on page 41.
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Chapter 4
Post-Installation Steps
Overview, 28 Obtaining and Installing the Data Explorer License, 29 Starting and Stopping the Data Explorer Listener, 32
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Overview
This chapter describes the steps to take following installation to activate your Data Explorer installation. It also contains information on configuring a Data Explorer installation to run alongside an older Data Explorer installation.
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obtain UMIs for both systems. To install the Data Explorer license, complete the following steps: 1. 2. 3. Identify the UMI. Obtain a license. Install the Data Explorer license.
For Server installations, the default location for this file is:
C:\Informatica\DataExplorer8.6\Server\bin
UMI Start date End date Number of tokens List of licensed machines on which the Data Explorer Server can run List of components you have licensed
Informatica sends you a license file, license.elf, in the form of an email attachment when you provide the UMI. Although you can install all components, you can use only those components for which you have purchased licenses. As the license file includes information on the UMI, start date, and end date, the Data Explorer Listener will run only on the specific system and within the defined time period. You can change the token count by requesting for a new license file from Informatica Global Customer Support.
To obtain a license: 1. 2. 3. 4.
Determine the UMI of the machine on which you installed the Data Explorer Listener/License Manager. Determine the UMI(s) of the system on which you installed the Data Explorer Server components. Email your UMI(s) with a license request to Informatica Global Customer Support. Informatica Global Customer Support sends you a license file as an email attachment. Copy the license file to the system on which you installed the Listener. The Data Explorer install process writes a placeholder key file named license.elf to the listener directory. Replace this file with the file from Global Customer Support. You can modify the license file name. if you do so, you must modify the entry for the license file name in the listener.ini file to match the new name.
If you want to purchase additional licenses, contact Informatica to obtain Data Explorer licenses for your UMI.
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For more information about setting up the Data Explorer Listener, see the Data Explorer System Administration Guide.
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Open the Windows Control Panel. Open Administrative Tools. Open the Services window. Select Data Explorer Listener and right-click to stop or start it.
To start the Data Explorer Listener on UNIX, run the following command:
<Install_dir>/listener/bin/S99idelistener start
To stop the Data Explorer Listener on UNIX, run the following command:
<Install_dir>/listener/bin/S99idelistener stop Stopping the Listener using a web interface:
You can stop the Listener on Windows and UNIX using a web interface. You cannot use this interface to start the Listener.
1.
where the port number is the Data Explorer Listener port. The default installation setting is port 1416.
2. 3.
Log in and select the Administration option in the Listener section. If you are accessing the web interface for the first time, log in as administrator (lowercase) with no password. Click Stop next to the Listener module.
Note: To add or delete Data Explorer users and administrators on the Administration page,
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Chapter 5
Overview, 34 Configuring Data Explorer Server, 35 Running Server Component Across Subnets, 37
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Overview
For Data Explorer Server to run more efficiently, you need to configure the system that hosts the Data Explorer Server. This chapter describes the steps you can take to configure Data Explorer and to run server components across subnets.
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Double-click Administrative Tools from the Control Panel. Double-click Local Security Policy. The Local Security Settings window appears.
3. 4.
Expand the Local Policies directory. Double-click User Rights Assignment. The Policy window is populated with user right policies.
5.
Double-click Log on Locally. The Local Security Policy Setting dialog box appears.
6.
Click Add. The Select Users and Groups dialog box appears.
7. 8. 9. 10. 11.
Click Show Users. Select the users or groups to whom you wish to grant access privileges, from the Name field. Click Add. Click OK. In the User Rights Policy dialog box, click OK.
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IDE_ELMHOST environment variable on the client system. This enables the programs to communicate with a license server.
To set the IDE_ELMHOST variable where the Server and Listener reside on different subnets: 1. 2.
Open the ide_server.ini file in a text editor. Search for the following line in the ide_server.ini file: IDE_ELMHOST=@localhost
Note: The @ symbol is a required syntactical element.
3. 4. 5.
Verify that there is no hash symbol at the start of the line. A comment symbol (#) renders the variable inactive. Replace localhost with the name or IP address of the machine running the license server. Save the file.
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Chapter 6
Overview, 40 Configuring ODBC Drivers for UNIX, 41 Reviewing and Editing Importer Configuration Files, 43 Reviewing and Editing Tag Configuration Files, 45
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Overview
This chapter describes the configuration tasks you can perform to prepare Data Explorer for your environment. The procedures in this chapter cover reviewing and editing configuration files on Windows and UNIX and configuring ODBC drivers for UNIX. Data Explorer configuration files perform the following tasks:
They create the data sources that Data Explorer can load, profile, and investigate. They establish the Data Explorer repository export data sources. They configure profiling and other parameters.
If you installed Data Explorer in the default directory, the configuration files reside in directories beneath the following directory: C:\Informatica\DataExplorer8.6\Server\config If your Data Explorer installation directory is /opt/informatica, the configuration files are in the following directory: /opt/Informatica/DataExplorer860/config The config directory also contains configuration files used by Data Explorer that provide project-specific values and settings. For more information about configuration, see the Data Explorer System Administration Guide.
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The ODBC configuration files are defined in the ide_server.ini file as include values. The odbc.odbc file must be included. The odbc.odbc file defines the location of the ODBC drivers. It provides the location of the odbc.ini file to the Data Explorer Server. If you plan to export data to the Data Explorer repository, you may want to uncomment the line relating to the files that define custom configuration options for ODBC drivers:
# include= $(IDE_HOME)/config/informix7/informix7.odbc # include= $(IDE_HOME)/config/oracle8/oracle8.odbc # include= $(IDE_HOME)/config/oracle9/oracle9.odbc # include= $(IDE_HOME)/config/sqlsrvr7/sqlsrvr7.odbc # include= $(IDE_HOME)/config/sybase10/sybase10.odbc # include= $(IDE_HOME)/config/sybase11/sybase11.odbc # include= $(IDE_HOME)/config/udb5/udb5.odbc
In addition, the ide_server.ini file contains many variables that impact the ODBC drivers on Windows and UNIX. These variables are as follows. They are described in the ide_server.ini file.
# IDE_NO_BLOCK_XFER=1 # IDE_LIMIT_LOGIC=4000 # IDE_LIMIT_TEXT=4000 # IDE_STRING_LOGIC=1 # IDE_STRING_TEXT=1 # IDE_CLOB_SIZE=32000 # IDE_NO_INT_COMMIT=1 # IDE_RETRIES=3 IDE_NOT_ISOLATION_SERIAL=1 # IDE_MAP_8BIT_ASCII="?"
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# IDE_REPOS_TRACE=trace.log
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Compare the configuration files from previous releases to determine the changes that need to be incorporated into the new configuration files. Identify new lines when comparing tag files to previous versions.
Table 6-1 shows the importer configuration files and their usage. All files are in subdirectories of the Config directory:
Table 6-1. Data Explorer Importer Configuration Files
Default Windows Path ..\Server\Config ..\Server\Config\fileimp ..\Server\Config\fileimp ..\Server\Config\informix7 ..\Server\Config\odbc ..\Server\Config\oracle7 ..\Server\Config\oracle8 ..\Server\Config\oracle9 ..\Server\Config\sybase10 ..\Server\Config\sybase11 ..\Server\Config\teradata File colprof.ini idedb2file.ini idefile.ini ideifx.ini ideodbc.ini ideora7.ini ideora8.ini ideora9.ini idesyb10.ini idesyb11.ini ideteradata.ini Use Column profiling configuration Importer - DB2 Importer - Flat File Importer - Informix Importer - ODBC Importer - Oracle7 Importer - Oracle8 Importer - Oracle9 Importer - Sybase 10 Importer - Sybase 11 Importer - Teradata
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update the repository tables to reflect the changes you make to the configuration files. To modify the values available in Data Explorer, use tag drop down menus. Table 6-2 lists the files you can modify:
Table 6-2. Data Explorer Tag Configuration Files
Default Windows Path ..\Server\Config\actions ..\Server\Config\actions ..\Server\Config\actions ..\Server\Config\notes ..\Server\Config\links ..\Server\Config\rules ..\Server\Config\xforms ..\Server\Config\users File priority.tag status.tag type.tag type.tag type.tag type.tag type.tag users.def Use Tag - Action Item Priorities Tag - Action Item Statuses Tag - Action Item Types Tag - Note Types Tag - Link Types Tag - Rule Types Tag - Transformation Types Tag - Author/Sponsor/Assignee
Author, Sponsor, Assignee fields draw from the same list of values in the user.def file.
Warning: Do not change the files in the /links directory.
To update tag configuration files: 1.
Using a text editor, open the appropriate text file for the field. From Data Explorer, you can select File-Edit Server File to browse to the file location. At the bottom of the file, the entries designate what will be displayed in the drop down menus. An entry consists of the description that will be displayed followed by an = and a number. The numbers are sequential. For example:
Need a decode = 3 Cleanup = 4
2.
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Table List
To carry the descriptions you made in the configuration files into the repository, the following repository tables need to be updated. The user definition (Author, Sponsor, Assignee) does not need to be added to the repository.
actions priority - 01ACTITMPRIO status - E01ACTITMSTATUS type - E01ACTITMTYPE notes type - E01NOTETYPE rules type - E01RULETYPE xforms type - E01TRANSFTYPE
Update Commands
To update the tag descriptions in the repository to correspond with the type.tag, priority.tag, or status.tag files, use the following approaches: 1. Update the initial value configuration script. There are 10 default values registered automatically in Data Explorer if the config.sql was run when the repository was setup. The default values are the sequential number and the exact same description. The values can be modified prior to running the config.sql script for creating the repository. For example, the following entry inserts a type ID 2 with a description of 2 that will be displayed in the repository running on Microsoft SQL Server:
insert into E01NoteType values ( 2, '2' ) go
2.
Update existing values. To update the tables after the repository has been configured, it is possible to update the entries using Repository Navigator (or another query tool). Update the necessary table entries using SQLPlus or another query tool. The following example changes the entry for the NoteType field that has a NoteType Description of 2. (This command needs to be run for each description that was changed).
UPDATE E01NOTETYPE SET Description = '2' WHERE Description = 'Dependency Assumption'
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3.
Manually insert values. It is possible to manually add entries using the Repository Navigator (or another query tool). If it is necessary to add entries into the table, use SQLPlus or another query tool to run the necessary insert command. The following example inserts a new entry for the NoteType field that has a NoteType ID 50 and a description of Marks Test. (This command needs to be run for each description that was changed).
insert into E01Notetype values (50, 'Marks Test')
4.
Validate table entries, listing all of the existing values in the tag configuration tables. To do this:
Start Repository Navigator. Choose Table Viewer. Type the necessary entries into the Query window. The following query returns all values for the NoteType table:
Select * FROM E01Notetype
The response that comes back displays all of the type IDs and the corresponding description that exist for that table.
Using a text editor, open the appropriate file for the field. From Data Explorer, you can select File/Edit Server File to browse to the file location. In each of the configuration files there is a section that designates the blank stripping rules. The section appears as follows:
# The following defines the blank (white space) removal rule for # reading in values. The valid rules are: # NONE # LEADING - No stripping of blanks should take place. - Remove leading blanks only.
# TRAILING - Remove trailing blanks only. # BOTH # - Remove leading and trailing blanks only.
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# TRIM_BLANKS= NONE 2.
Uncomment the TRIM_BLANKS line by removing the # symbol and specify the stripping rule. The default is NONE.
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Chapter 7
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Overview
This chapter describes components that you might need to install or configure to use Data Explorer. You can install Data Explorer Import for VSAM and Data Explorer Import for IMS on Windows systems. After installation, you might need to move parts of the installation to the mainframe. For more information, see Installing Importers on page 51.
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Installing Importers
Data Explorer Import for VSAM and Data Explorer Import for IMS are IBM OS/390 (MVS) applications that are used to extract data from MVS sequential files, VSAM files, or IMS databases. The output is a flat file that can be imported to Data Explorer. This chapter describes how to install and set up Data Explorer Import extracts running on MVS or OS/390 platforms. It also includes information about system and authorization requirements.
Note: An MVS system programmer must perform the tasks to install Data Explorer Import.
System Requirements
You must have the following hardware and software to install and use Data Explorer Import:
An MVS or OS/390 platform and operating system Capability to upload the installation files from the Windows to the MVS platform IMS for executing Data Explorer Import for IMS
Authorization Requirements
To install Data Explorer Import, the installer must have the authority to:
Copy files from the Data Explorer installation library. Create and edit MVS data sets. Transfer files between your workstation and MVS, using IND$FILE or FTP. Execute the TSO/E RECEIVE command. Submit and retrieve output from Data Explorer Import executions. Have the proper retrieval authorizations for the data being read during an import execution. Have the appropriate runtime keys from Informatica to use the products.
Separate keys are required for Data Explorer Import for VSAM and Data Explorer Import for IMS.
Installation Overview
Data Explorer Import is distributed with the Data Explorer installer and is installed with Data Explorer Source Profiler. The mainframe PDSs are provided as sequential files. These sequential files were created with the TSO/E TRANSMIT command. During installation, you recreate the PDSs from the sequential files using the TSO/E RECEIVE command.
Installing Importers
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The following steps outline the procedure you use to install Data Explorer Import: 1. 2. 3. 4. 5. Complete installation preparation tasks. Upload the LOADLIB.XMI and CNTL.XMI sequential files to MVS data sets and RECEIVE the sequential files to create the LOADLIB and CNTL PDSs. Create a Key dataset and populate the key entries. Create the Data Explorer Source Profiler JCL template files. Customize the sample JCL to verify installation.
For more information on steps 4 - 5, see Command and JCL files in the Data Explorer Source Profiler User Guide.
Step 1. Preparation
This section describes the tasks to perform before installing Data Explorer Import. To prepare for installation: 1. Determine library usage and JOB statement changes. Determine the libraries you will create and use for Data Explorer Import, and the changes you must make to the Data Explorer Import JCL template files to customize them for your site. 2. Obtain user ID and authorization. Obtain a TSO user ID with authority to submit jobs and create the libraries you will need to install Data Explorer Import. You must have the appropriate authorities, including the authority to execute programs retrieving data from IMS databases. For more information, see Authorization Requirements on page 51.
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CPU ID of the MVS system on which Data Explorer Import products will run Start date End date List of components that you have been licensed to run
Find the CPU ID of the MVS system on which you intend to run Data Explorer Import. Provide the CPU ID to Informatica Global Customer Support. Informatica will respond with an ELF file (usually in the form of an email attachment). Transfer the license key file to a MVS file. Edit the Data Explorer Source Profiler JCL templates to refer to the key dataset.
Installing Importers
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Repeat steps 2-4 for each repository report. If you have Crystal reports installed on the same machine, you can edit the database connection information to use another ODBC connection or schema.
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Chapter 8
Overview, 56 Upgrading from Data Explorer 5.0 SP4 to 8.6.1, 57 Upgrading Data Explorer from 8.6 to 8.6.1, 58 Upgrading the Repository, 60
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Overview
This chapter provides information on upgrading Data Explorer installations and repositories.
To upgrade your Data Explorer installation: 1.
Upgrading from Data Explorer 5.0 SP4 to 8.6.1 on page 57 Upgrading Data Explorer from 8.6 to 8.6.1 on page 58 Upgrade 5.0 to 8.6 on page 60 Upgrade 8.6 to 8.6.1 - DB2 and Sybase only on page 60
2.
Note: If you are upgrading across multiple versions, you must perform the appropriate
repository upgrades consecutively. For example, if you are upgrading a DB2 repository from 5.0 SP4 to 8.6.1, you must perform both of the above procedures in the order that they are listed.
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To upgrade on Windows, follow the steps in Data Explorer Installation on Windows on page 13. To upgrade on Unix, follow the steps in Data Explorer Server Installation on Unix on page 19.
After you upgrade your installation, perform the appropriate repository upgrade procedures specified in Upgrading the Repository on page 60.
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Unzip this file to the Data Explorer host machine. Before running the installer, you must add with your 8.6 installation details to the installer.properties file. The installer executable reads this file to determine the location of the current installation and the type of installation to perform.
Note: The silent installer updates the Informatica components installed with Data Explorer
8.6. It does not add or change the capabilities of Data Analyzer reports, ODBC drivers, Microsoft .NET framework, or the Crystal Reports viewer.
USER_INSTALL_DIR. The path to the home directory of the current Data Explorer 8.6 installation. Windows Example: USER_INSTALL_DIR=C:\\Informatica\\DataExplorer8.6 UNIX Example: USER_INSTALL_DIR=/opt/Informatica/DataExplorer8.6
INSTALLER_TYPE. The type of installation: Client, Server, or Complete. INSTALLER_UI. The type of install executable. This property is set to SILENT and must not be edited.
Modify the USER_INSTALL_DIR and INSTALLER_TYPE settings and save the file to the directory from which you will run the silent installer file.
Verify that the Listener and all other services or applications that access the Informatica Data Explorer 8.6 installation folder are not running. On Windows machines, verify also that all client applications and any text editors used for monitoring the log files are not running.
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2. 3.
Verify your edits to the installer.properties file. Ensure that the saved file resides in the same directory as the executable file you will run in Step 3. Run the install executable. Windows: Double-click install.exe or run install.exe from a command line. UNIX: Type sh install.bin.
4.
After you upgrade your installation, perform the appropriate repository upgrade procedures specified in Upgrading the Repository on page 60.
Note: The silent installer does not overwrite the Data Explorer 8.6 installation. Instead, the
Data Explorer 8.6 installation folder is renamed by adding the string backup to the end of the folder name. If you need to revert to the 8.6 installation for any reason, rename or delete the current installation folder. Then, remove the string backup from the folder name of the 8.6 installation folder.
Installation Logging
The silent installer creates a file named Informatica_IDE861_SilentInstaller_Debug.log. It writes this file to one of the following locations: Windows: C:\[SYSTEM_ROOT] UNIX: USER_HOME The log file replicates the values entered to the installer.properties file and reports any errors in the file settings.
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Run dropviews.sql from the 5.0 repository setup scripts. Run upgrade_500_to860.sql.
Run dropviews.sql from the 8.6 repository setup scripts. Run views.sql from the Data Explorer installation.
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Appendix A
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Uninstalling on Windows
To uninstall Data Explorer on Windows, use the Uninstall options in the Data Explorer program group, or use the Add or Remove Programs option provided in the Windows Control Panel. To uninstall the Crystal Reports runtime application installed by Data Explorer, use the Add or Remove Programs option provided in the Windows Control Panel. If the Data Explorer client installer installed the Microsoft .NET framework on your machine, you can also use the Add or Remove Programs option to remove this framework.
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Uninstalling on UNIX
The default location for the uninstaller options on UNIX is this directory:
/opt/Informatica/DataExplorer860/uninstaller
To run the uninstaller in console mode, log on with root privileges and run this command:
./Uninstaller
To run the uninstaller in GUI mode, log on with root privileges and run this command:
./Uninstaller -i gui
Before you uninstall Data Explorer Server, verify that you have root or administrator privileges on the machine where the Data Explorer server is installed. Verify also that no clients are using the server. If Data Explorer is in use, the setup script can cause active users to lose work. To view the details of the machine that hosts the Data Explorer server, use a Web browser to display the Data Explorer Listener HTML pages. Enter a URL in this format:
http://server:listener_port_number/
Uninstalling and reinstalling does not corrupt or affect the contents of the Data Explorer Repository or any saved projects. The Data Explorer install utility stops Listener services during uninstallation. All configuration files are backed up to /opt/InformaticaDataExplorerBackup860.
Uninstalling on UNIX
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Index
A
AIX memory limitations 3 application servers configuring 36
E
environment variables IDE_ELMHOST 37 IDE_HOME 35 ide_server.ini 35
C
Client system requirements 3 configuring application servers 36 UNIX Server environment variables 37 creating key datasets 53 Crystal Reports prerequisites 11
H
HP-UX memory limitations 4
I
IDE_ELMHOST environment variables 37 IDE_HOME environment variable 35 ide_server.ini environment variables 35 importer configuration files UNIX 43 Windows 43 installation system requirements 3 installing Data Explorer on UNIX 21 preparing for 52
D
Data Analyzer Reports 11 Data Explorer disk space requirements 5 installation on UNIX 21 installation requirements 3 disk space minimum requirements 5
65
J
JOB statement changes determining before installation 52
T
Tag Configuration Files 45 tag configuration files 45 Teradata Driver Requirements 4
K
key datasets creating 53
U
UMI ethernet address for a Windows machine 29 generating for a UNIX machine 29 Unique Machine Identifier See UMI UNIX configuring the Server 37 generating a UMI 29 importer configuration files 43 required privileges 21 stopping the install script 21 upgrade options 7 user ID obtaining before installation 52
L
library usage determining before installation 52 License Management Listener 9 licenses obtaining obtaining on MVS 53 Listener subnets 37
M
memory limitations database 3 Metadata Importer Configuration Files 43
W
Windows importer configuration files 43
P
privileges required for UNIX installation 21
R
Repository disk space requirements 5
S
sequential files uploading and receiving 52 Server system requirements 3 system requirements Data Explorer 3 minimum 5
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Index
NOTICES
This Informatica product (the Software) includes certain drivers (the DataDirect Drivers) from DataDirect Technologies, an operating company of Progress Software Corporation (DataDirect) which are subject to the following terms and conditions: 1. THE DATADIRECT DRIVERS ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. 2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.