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    Installation Guide

    Informatica

    Data Explorer(Version 8.6.1)

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    Informatica Data Explorer Installation GuideVersion 8.6.1September 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 containingrestrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may bereproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. ThisSoftware 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 asprovided 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 FAR52.227-14 (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 reportthem 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 InformaticaCorporation in the United States and in jurisdictions throughout the world. Al l other company and product names may be trade names or trademarks of theirrespective owners.

    DISCLAIMER: Informatica Corporation provides this documentation as is without warranty of any kind, either express or implied, including, but not limitedto, the implied warranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software ordocumentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. Theinformation in this software and documentation is subject to change at any time without notice.

    Part Number: IDE-ING-86100-0000

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    iii

    Table of Contents

    Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

    About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi ii

    Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Informat ica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Informat ica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Chapter 1: Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Data Explorer Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Data Explorer Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Databases Supported for the Data Explorer Repository . . . . . . . . . . . . . . . 4

    Teradata Driver Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Disk Space Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Calculating Repository Disk Space Requirements . . . . . . . . . . . . . . . . . . . 5

    Installation and Upgrade Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Deployment Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Data Explorer Product Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    JDBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Reporting Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Data Analyzer Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Crystal Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Chapter 2: Data Explorer Installation on Windows. . . . . . . . . . . . . . .13

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Installing Data Explorer on Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Chapter 3: Data Explorer Server Installation on Unix . . . . . . . . . . . .19

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Installing Data Explorer Server on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Preparing for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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    iv Table of Contents

    Installing Data Explorer Server in Console Mode . . . . . . . . . . . . . . . . . .21

    Installing Data Explorer Server in GUI Mode . . . . . . . . . . . . . . . . . . . . . 23

    Chapter 4: Post-Installation Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . .27

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

    Obtaining and Installing the Data Explorer License . . . . . . . . . . . . . . . . . . .29

    Obtaining the Data Explorer License . . . . . . . . . . . . . . . . . . . . . . . . . . .29

    Installing the Data Explorer License . . . . . . . . . . . . . . . . . . . . . . . . . . .30

    Starting and Stopping the Data Explorer Listener . . . . . . . . . . . . . . . . . . . . . 32

    Chapter 5: Setting Up the Data Explorer Server Environment. . . . . .33

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

    Configuring Data Explorer Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Setting the Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Granting Privileges to a Remote Server . . . . . . . . . . . . . . . . . . . . . . . . .35

    Configuring the Windows Server as an Application Server . . . . . . . . . . .36

    Running Server Component Across Subnets . . . . . . . . . . . . . . . . . . . . . . . . . 37

    Chapter 6: Reviewing Configuration Files . . . . . . . . . . . . . . . . . . . . .39

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

    Configuring ODBC Drivers for UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Reviewing and Editing Importer Configuration Files . . . . . . . . . . . . . . . . . .43

    Reviewing Configuration Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Reviewing and Editing Tag Configuration Files . . . . . . . . . . . . . . . . . . . . . . 45

    Updating Repository Tag Information . . . . . . . . . . . . . . . . . . . . . . . . . .45

    Blank Stripping Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

    Chapter 7: Installing VSAM and IMS Importers. . . . . . . . . . . . . . . . . .49

    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50Installing Importers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Author izat ion Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

    Setting Up Repository Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Running Crystal Reports from Data Explorer . . . . . . . . . . . . . . . . . . . . . 54

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    Table of Contents v

    Chapter 8: Upgrading Data Explorer Installations . . . . . . . . . . . . . . .55

    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

    Editing The Properties File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

    Running The Silent Installer On All Platforms. . . . . . . . . . . . . . . . . . . . 58

    Installation Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

    Upgrading the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

    Chapter A: Uninstalling Data E