2. Atlanta User Group
Introductions
Rick Lee
Director Business Services and Project Delivery
Richard. Lee@softpath.net
Rizwan Mohammed
Informatica Applications Architect
Rizwan.Mohammed@softpath.net
Srini Sunkara
Informatica Applications Architect
Srini.Sunkara@softpath.net
3. Atlanta User Group
About Softpath ….
Based in Atlanta, Softpath is a leading consulting services and IT staffing company. We are a
500 member team and growing . Informatica partner and value added reseller working
coast to coast.
Enterprise Information Management Services
• Master Data Management
• Data Governance
• Data Quality
• Data Integration (PowerCenter)
One of the Largest US Practices
70+ Certified MDM Developers
50+ MDM Projects
100+ PowerCenter Upgrades
Partial Client List
4. Atlanta User Group
Upgrading PowerCenter is a Journey!
Numerous paths available
Not sure what to expect
No time available for unexpected road blocks
Risk averse approach needed
5. Atlanta User Group
Today’s Mission – Arm you with Knowledge
Benefits
Planning / Approach
Prep Work
Install Work
Testing
Production
7. Atlanta User Group
Administration
Unified Informatica Administrator
PowerCenter, powerexchange,
data quality and dataservices
Development
Cache Update in lookup Transformation
Passive configuration of SQL transformation
Active configuration of the lookup Transformation
Auto-commit
XML Parser to route error messages
Proactive monitoring
Enhanced Deployment methods
Benefits
Why Upgrade?
8. Atlanta User Group
Planning
Legacy
systems
XML
Informatica PowerCenter
1 Domain 6 Environments
8 Integration Services
6 Repository Services
24X7 Environment’s active.
400+ ETL jobs
Shell scripts..etc
50+ Users
Extract
ODS
Oracle
External
Load files
JMS Queue
Flat
Files
Trans
form Load
EDW
Staging
Oracle
Reporting
Environment Overview – One Upgrade Customer
10. Atlanta User Group
1. Navigate to 8.6.1 admin console
2. Copy the 8.6.1 repository content to pc_95_repu1@orcl_mdb2
3. DO NOT upgrade, Fresh install the v95 on the new unix box.
4. Login to “unix_solaris101” and execute the installer for Powercenter 9.5.
5. Create new domain with new ports.
6. Migrate the user & group using the Export / import utility
7. Login to New v9.5 admin console & create repository using the details from step2.
8. Also create the soft links used for mapping the informatica file system.
9. Stop all the workflows from 861 environment and schedule them from the new environment.
ZERO DOWN TIME
11. Atlanta User Group
1. Create 2 Schemas in the new compatible database for 1 domain and 1 repository.
2. Navigate to 8.6.1 admin console, Copy the 8.6.1 repository content to pc_95_repu1@orcl_mdb2
3. DO NOT UPGRADE, Fresh install the v95 on the existing Unix server but with a different Account.
4. Login to “unix_solaris101” and execute the installer for Powercenter 9.5.
5. Create new domain with new ports.
6. Migrate the user & group using the Export / import utility
7. Login to New v9.5 admin console & create repository using the details from step2. User Upgrade content of repository
option.
8. Also create the soft links used for mapping the informatica file system.
9. Stop all the workflows from 861 environment and schedule them from the new environment.
PARALLEL UPGRADE
12. Atlanta User Group
1. Create 2 Schemas in the new compatible database for 1 domain and 1 repository.
2. Clone the content of the schemas from mdb1 to mdb2. repository content can be cloned using the “copy content from”
option in adminconsole
3. Shutdown the v8 domain and move the environment variables from .bash_profile.
4. Create .bash_profile for v9 installation. DO NOT UPGRADE, Fresh install the v95 on the existing Unix server but with the
same Unix account. Only the mdb will change in this process.
5. Login to “unix_solaris101” and execute the installer for Powercenter 9.5 & Create new domain with new ports.
6. Migrate the user & group using the Export / import utility
7. Login to New v9.5 admin console & create repository using the details from step2. User Upgrade content of repository
option.
8. Also create the soft links used for mapping the informatica file system (infa_shared).
9. Unscheduled all the workflows from 861 environment and schedule them from the new environment.
CLONE UPGRADE
13. Atlanta User Group
IN PLACE UPGRADE
1. Backup Domain using infasetup.sh and also backup
the repository using pmrep or adminconsole.
2. Run pre installation check tool i9pi to validate the
pre requisites.
3. Shutdown the Domain, backup / verify / update the
.bash_profile for the existing unix application
account.
4. Run the Installer and select the upgrade option.
5. During the upgrade process for domain creation /
upgrade using the existing schema user and
password.
6. Login to the admin console and on the top right
corner under the Manage option, select individual
services to upgrade.
7. Also create the soft links used for mapping the
informatica file system (infa_shared).
8. Restart the integration service to put back the
workflows on schedule.
**Considering All the pre-requisites
(technical / non technical) have been met.
14. Atlanta User Group
Prep Work
Work with Informatica for license procurement and
Production documentation. Softpath can help.
Download the Informatica binaries to the server which
needs an upgrade.
Review the OS configuration , version and patch
requirements
Review the current File System allocation. Better Storage
allocations allows future upgrades seamless and other file
processing growth demand.
Determine the temp space requirement
Review the Network Configuration, Dual NIC with
Bonding and Jumbo frame enable
System User Accounts
Unix Profile & Environment Variables setup
Clear the repository logs
Backup the Domain
Backup the Repository
Backup the Users and Groups
Review the LDAP security and OS Profile
configurations.
Review the current scripts and scheduler
setup
Determine Port Configuration, Availability
and Firewall Configuration requirements
Database account(s) for metadata
21. Atlanta User Group
Testing
Unit
Regression
Performance
Select the few mappings which has combination of active and passive
transformations(Joiners, Expressions, SQL Transformation, XML Parser, Java
Transformation, Sorter, Aggregator, Web Service, Lookups (Cached, Un-
cached), Web Service and Queue(JMS,MQ)
Prepare the test data which are identical to production volume.
Intentionally create the data backlog , delayed runs to simulate data
volumes.
Gather run time statics, number of rows in and out , session memory
utilization,
Connect to the Production Read only source to simulate data volumes
Run the repository queries to find the run timings, records in/out and
throughput and compare with production repository queries to identify
potential workflows which may need further attention
Select subset of workflows which are mission critical for the business
operations
Review the logs for workflows and Sessions, observer the SQL
generation , run time properties and compare with production logs
22. Atlanta User Group
Production
Production Considerations
Pre-Production Release
Back out Plan
Upgrade Validation and Health Check
Upgrade Status Broadcasting
DR Activation Steps
Execute Upgrade
Production
Conduct Post Implementation Testing
Assess the Migration (upgrade)
Determine Go Forward / Fall Back
Communicate
23. Atlanta User Group
Upgrade Options
Approach Benefits Time Risk
Zero downtime
upgrade
Easy to switch between environments.
Partial Back out is possible
Zero Risk
Isolated approach
High Low
Parallel upgrade
Faster Upgrade
Parallel environments under application
accounts
Partial Back out is possible
No Additional Hardware is required
Med Med
Cloned upgrade
Faster Upgrade
Easy Back-out
Existing file system configurations can
be reused
No need to migrate user and groups
Med+ Med+
In place upgrade
Easy Upgrade
Minimal configuration changes
No Additional Infrastructure
No need to migrate users and groups
Low High
Production
24. Atlanta User Group
Questions
Rick Lee
Director Business Services and Project Delivery
Richard.Lee@softpath.net
Rizwan Mohammed
Informatica Applications Architect
Rizwan.Mohammed@softpath.net
Srini Sunkara
Informatica Applications Architect
Srini.Sunkara@softpath.net
