Informatica Upgrade Process:
Stages across upgrade can be categorized as below:
- Upgrading the domain and server file: run the Informatica server installer and select the upgrade option. The domain upgrade wizard installs the server files and configures the domain. If the domain has multiple nodes, you must upgrade on all the nodes.
The following table describes the actions that the installer performs when you upgrade Informatica:
| Tasks | Description |
| 1. Installs Informatica. | Installs Informatica directories and files into the new Directory. |
| 2. Copies infa_shared directory. | Copies the contents of the infa_shared directory from the existing installation directory into the new installation Directory. |
| 3. Copies mm_files directory. | Copies the contents of the mm_files directory from the default location in the existing installation directory into the New installation directory. |
| 4. Upgrades the domain. | Upgrades the domain to run version 9.0.1 application Services. The upgrade retains the user and administrator accounts in The domain. |
| 5. Starts Informatica Services. | Starts Informatica Services on the node. |
2.Upgrading the application services: After you upgrade the domain and server files, log in to the Administrator Tool and upgrade the application services. The service upgrade wizard provides a list of all application that must be upgraded. It upgrades the services based on the order required by the dependent objects.
3.Upgrading the Informatica client: To upgrade the Informatica client, run the Informatica client installer and Select the upgrade option
Pre-Upgrade Tasks
Before you upgrade the domain and server files, complete the following tasks:
1. Review the prerequisites.
2. Verify the file descriptor settings.
3. Verify the configuration of the environment variables used by the installer.
4. Clear the configuration of environment variables that pertain to previous installations of Informatica.
5. Prepare the domain.
6. Prepare the Power Center repository.
7. Prepare the Power Center Profiling warehouse.
8. Prepare for upgrade from Power Center 8.6.1
- Export Reference Table Manager Data.
- Prepare Metadata Manager.
- Prepare the Data Analyzer repository.
9. Shut down the domain.
Upgrading the Domain and Server in Graphical Mode:
You can upgrade the Informatica domain and server files in graphical mode on Windows or UNIX.
1. Verify that your environment meets the minimum system requirements and complete the pre-upgrade tasks.
2. Log in to the machine with the same user account that you used to install the previous version.
3. Close all other applications.
4. To begin the upgrade on Windows, run install.bat from the root directory.
To begin the upgrade on UNIX, use a shell command line to run install.sh from the root directory, and then Select the option for graphical mode installation.
5. In the Installation Type window, select Upgrade to Informatica 9.0.1 and click next.
- The Upgrade Pre-Requisites window displays the upgrade system requirements. Verify that all requirements are met before you continue the upgrade.
6. Click Next.
7. In the Upgrade Directory window, enter the following directories
| Directory | Description |
| 1.Directory of the Informatica Product to upgrade. | Directory that contains the previous version of Power Center that you want to upgrade. |
| 2.Directory for Informatica 9.0.1 | Directory in which to install Informatica 9.0.1. Enter the absolute path for the installation directory. The directory cannot be the same as the directory that contains the previous version of Power Center. The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; ' On Windows, the installation directory must be on the current machine. |
Click Next.
The upgrade wizard displays a warning to shut down the Informatica domain before you continue the upgrade.
9. Click OK.
10. In the Pre-Installation Summary window, review the upgrade information, and click Install to continue.
The upgrade wizard installs the Informatica server files to the Informatica 9.0.1 installation directory.
11. In the Domain Configuration Upgrade window, the upgrade wizard displays the database and user account information for the domain configuration repository to be upgraded.
| Property | Description |
| Database type | Database for the domain configuration repository. |
| Database user ID | Database user account for the domain configuration repository. |
| User password | Password for the database user account. |
| Tablespace | Displayed for IBM DB2 only. Name of the tablespace for the upgraded domain configuration repository tables. If the database of the domain configuration repository that you are upgrading does not use a 32 K tablespace, this property is blank. Enter the name of a tablespace with a page size of 32 K. In a single-partition database, if you do not specify a tablespace name, the installer writes the upgraded tables in the default tablespace. The default tablespace must be 32 K. In a multi-partition database, you must specify a 32 K tablespace. |
The upgrade wizard displays the database connection string for the domain configuration repository based on how the connection string of the previous version was created at installation:
- If the previous version used a JDBC URL at installation, the upgrade wizard displays the JDBC connection properties, including the database address and service name.
- If the previous version used a custom JDBC connection string at installation, the upgrade wizard displays the custom connection string.
- Optionally, you can specify additional JDBC parameters to include in the connection string. To provide Additional JDBC parameters, select JDBC parameters and enter a valid JDBC parameter string.
12. Click Test Connection to verify that you can connect to the database, and then click OK to continue.
13. Click Next.
On the Port Configuration Upgrade window, the upgrade wizard displays the default port numbers assigned to the domain and node components.
14. You can specify new port numbers or use the default port numbers.
The following table describes the ports that you can specify:
| Port | Description |
| Service Manager port | Port number used by the Service Manager in the node. Client applications and the Informatica command line programs use this port to communicate to the services in the domain. |
| Informatica Administrator port | Port number used by the Administrator tool. Available if you upgrade a gateway node. |
| Informatica Administrator shutdown port | Port number used by the Administrator tool to listen for shut down commands. Available if you upgrade a gateway node. |
15. Click Next.
On Windows, the upgrade wizard creates a service to start Informatica. By default, the service runs under the same user account as the account used for installation. You can run the Windows service under a different User account.
16. Select whether to run the Windows service under a different user account.
The following table describes the properties that you set:
| Property | Description |
| Run Informatica under a different user account | Indicates whether to run the Windows service under a different user account. |
| User name | User account with which to run the Informatica Windows service. Use the following format: DomainName\UserAccount This user account must have the Act as operating system permission. |
| Password | Password for the user account with which to run the Informatica Windows service. |
17. Click Next.
The Post-Upgrade Summary window indicates whether the upgrade completed successfully.
18. Click Done.
Upgrade the Application Services:
1. Configure Informatica Environment Variables
You can configure the INFA_JAVA_OPTS, INFA_DOMAINS_FILE, and INFA_HOME environment variables to store memory, domain, and location settings.
(i) INFA_JAVA_OPTS
For example, to configure 1 GB of system memory for the Informatica daemon on UNIX in a C shells.
setenv INFA_JAVA_OPTS “-Xmx1024m”
(ii) INFA_DOMAINS_FILE
Set the value of the INFA_DOMAINS_FILE variable to the path and file name of the domains.infa file. If you configure the INFA_DOMAINS_FILE variable, you can run infacmd and pmcmd from a directory other than /server/bin.
Configure the INFA_DOMAINS_FILE variable on the machine where you install the Informatica services. On Windows, configureINFA_DOMAINS_FILE as a system variable.
(iii) INFA_HOME
Use a softlink in UNIX for any of the Informatica directories. To configure INFA_HOME so that any Informatica application or service can locate the other Informatica components it needs to run, set INFA_HOME to the location of the Informatica installation directory.
2. Configure Locale Environment Variables
Use the following command to verify that the value for the locale environment variable is compatible with the Language settings for the machine and the type of code page you want to use for the repository:
Eg : locale –a
Locale for Oracle Database Clients
if the value is american_america.UTF8, set the variable in a C shell with the following command:
setenv NLS_LANG american_america.UTF8
Service Upgrade:
Use the service upgrade wizard to upgrade services.
1. In the Informatica Administrator header area click Manage > Upgrade.
2. Select the objects to upgrade.
3. Click Next.
4. If dependency errors exist, the Dependency Errors dialog box appears. Review the dependency errors and click OK. Then, resolve dependency errors and click next.
5. Enter the repository login information. Optionally, choose to use the same login information for all Repositories.
6. Click Next.
The service upgrade wizard upgrades each service and displays the status and processing details.
7. When the upgrade completes, the Summary section displays the list of services and their upgrade status.
Click each service to view the upgrade details in the Service Details section.
8. Optionally, click Save Report to save the upgrade details to a file.
If you choose not to save the report, you can click Save Previous Report the next time you launch the Service upgrade wizard.
9. Click Close.
10. Restart upgraded services.
After you upgrade the PowerCenter Repository Service, you must restart the service and its dependent Services.
Informatica Client Upgrade
1. Close all applications.
2. Run install.bat from the root directory.
The Upgrade Pre-Requisites window displays the system requirements. Verify that all installation Requirements are met before you continue the installation.
3. Click Next.
On the Select Component window, select the Informatica client you want to upgrade.
You can upgrade the following Informatica client applications:
- Informatica Developer
- PowerCenter Client
If both Informatica Developer and PowerCenter Client are installed on the machine, you can upgrade the tools in the same process.
4. On the Upgrade Directory window, enter the following directories:
| Directory | Description |
| Directory of the Informatica client to upgrade | Directory that contains the previous version of the Informatica client tool that you want to upgrade |
| Directory for Informatica 9.0.1 client tools | Directory in which to install the Informatica 9.0.1 client tools Enter the absolute path for the installation directory. The installation directory must be on the current machine. The directory names in the path must not contain spaces or the following special characters: @|* $ # ! % ( ) { } [ ] , ; ' |
5. Click Next.
6. On the Pre-Installation Summary window, review the installation information, and click Install.
The installer copies the Informatica client files to the installation directory.
The Post-installation Summary window indicates whether the upgrade completed successfully.
7. Click Done.
Post Upgrade Tasks:
Informatica Domain
- Configure LDAP Connectivity.
- Update the Log Events Directory.
- Update ODBC Data Sources.
- Update Statistics for the Domain Configuration Repository.
- View Log Events from the Previous Informatica Version.
Metadata Manager Service
- Reload Metadata Manager Resources
- Update the Metadata Manager Properties File
- Reference Table Manager
For detailed study on version Upgrade, you may go through Documents from informatica corporation on upgrade.