Step 2. Install B2B Data Exchange on the First Node

Log in to the machine with the user account that you want to use to install

B2B Data Exchange

.

To prevent permission errors, use the same account to install

B2B Data Exchange

and PowerCenter.

Close all other applications.

Run

Install.exe

from the directory where you downloaded the installer.

The

Introduction

page appears.

Read the instructions, and then click

The

Install or Upgrade

page appears.

Select the option to install

B2B Data Exchange

, and then click

The

Installation Directory

page appears.

On the

Installation Directory

page, enter the absolute path to the installation directory or accept the default directory, and then click

The

Installation Components

page appears:

Select the components to install:

B2B Data Exchange: Installs the core
B2B Data Exchange
application.
Selected by default.

B2B Data Exchange Partners Portal: Installs the
B2B Data Exchange
Partners Portal component. You must install
B2B Data Exchange
to install the Partners Portal component.
Selected by default.

B2B Data Exchange Dashboard and Reports: Installs the
B2B Data Exchange
Dashboard and Reports component. You must install
B2B Data Exchange
to install the Dashboard and Reports component.
Cleared by default.

If you install the Dashboard and Reports component, you must import the operational data store event loader after you install
B2B Data Exchange
.
If you install the Dashboard and Reports component, your
B2B Data Exchange
and operational data store repositories are installed on Microsoft SQL Servers, and you use PowerCenter version 10, you must configure the repository connections in PowerCenter Workflow Manager. For details, see GUID-C2D5669F-F2EE-4BFB-8809-644202DB405B.

If you do not install the Dashboard and Reports component, the Dashboard will not be available in the Partners Portal.

B2B Data Exchange PowerCenter server plug-in: Installs the
B2B Data Exchange
plug-in for the PowerCenter services. After the installation, you register the plug-in to the PowerCenter repository.
Selected by default.

B2B Data Exchange PowerCenter client plug-in: Installs the
B2B Data Exchange
plug-in for the PowerCenter Client. Install this component on every machine that runs the PowerCenter Client.
Selected by default.

Click

The

PowerCenter Version

page appears.

On the

Metadata Repository

page, select one of the following options:

Create a B2B Data Exchange repository

. Creates a repository in the database.

Use an existing B2B Data Exchange repository

. Uses the tables and data in an existing

B2B Data Exchange

repository and upgrades the repository.

Click

The

Metadata Repository Connection

page appears.

Enter values in the following fields:

Database type: Type of database to use for the
B2B Data Exchange
metadata repository. You can choose one of the following options:
Oracle
Microsoft SQL Server

Database URL: Location of the database.
If you select this option, enter the values in the following fields:

Database host name
. Host name of the machine where the database server is installed.
Database port
. Port number for the database. The default port number for Oracle is 1521. The default port number for Microsoft SQL Server is 1433.

Database SID
. System identifier for the database if the database is Oracle. Enter either a fully qualified ServiceName or a fully qualified SID.
It is recommended that you enter a ServiceName in this field.

Microsoft SQL Server database
. Database name.

Custom Connection String: Connection string to the database.
If you select this option, enter values in one of the following fields:

JDBC string
. JDBC connection string to the metadata repository.
ODBC string
. ODBC connection string to the metadata repository. Available if you install the PowerCenter Client plug-in. The installer cannot verify the validity of the ODBC string.

Use Windows Authentication: Instructs
B2B Data Exchange
to authenticate user names against the Microsoft Windows authentication mechanism. Available when you select a Microsoft SQL Server database.

Database username: Name of the database user account for the database where you do not use Windows authentication.

Database user password: Password for the database account for the database where you do not use Windows authentication.
B2B Data Exchange
stores the password as an encrypted string.

Click

If you selected the

B2B Data Exchange Dashboard and Reports

component, the

Operational Data Store

page appears. If you did not select the Dashboard and Reports component, go to Step 5. Configure User Authentication.

On the

Operational Data Store

page, select one of the following options:

Create an operational data store repository

. Creates an operational data store repository in the database.

Use an existing operational data store repository

. Uses the tables and data in an existing operational data store repository.

Click

The

Operational Data Store Database Connection

page appears.

Enter values in the following fields:

Database URL: Location of the database. If you select this option, enter the values in the following fields:
Database host name
. Host name of the machine where the database server is installed.
Database port number
. Port number for the database. The default port number for an Oracle database is 1521. The default port number for a Microsoft SQL server is 1433.
Database SID
. System identifier for the database if you select Oracle as the database. Enter either a fully qualified ServiceName or a fully qualified SID.
It is recommended that you enter a ServiceName in this field.

Microsoft SQL Server database
. Database name.

Custom Connection String: Connection string to the database. If you select this option, enter values in one of the following fields:
JDBC string
. JDBC connection string to the Operational Data Store.
ODBC string
. ODBC connection string to the Operational Data Store. Available if you install the PowerCenter Client plug-in. The installer cannot verify the validity of the ODBC string.

If you use a named Microsoft SQL Server database instance, you cannot connect to the database instance using the
Database URL
option. Use the
Custom Connection String
option.
For example:

jdbc:informatica:sqlserver://MYSQLSERVERCOMPUTERHOSTNAME\MYDBINSTANCENAME;DatabaseName=MYDATABASENAME;

Use Windows Authentication: Instructs
B2B Data Exchange
to authenticate user names against the Microsoft Windows authentication mechanism. Available when you select a Microsoft SQL Server database.

Database username: Name of the operational data store user account for the database where you do not use Windows authentication.

Database user password: Password for the operational data store account for the database where you do not use Windows authentication.
B2B Data Exchange
stores the password as an encrypted string.

Click

If you create a repository in the database, the

User Authentication

page appears.

If you select an existing repository, the installer selects the existing authentication method. Go to Step 6. Configure Document Store, Web Server, and Port Numbers.

On the

User Authentication page

, choose the type of user authentication that you want to use.

Choose

Informatica domain authentication

to manage user credentials in the Informatica domain and synchronize user information with

B2B Data Exchange

. Use Informatica domain authentication for production environments. For more information, see 19.

If your Informatica domain uses Kerberos authentication, choose the option

Informatica domain with Kerberos authentication

.

Choose

Informatica domain with Kerberos authentication

if the Informatica domain uses Kerberos authentication. Use Informatica domain with Kerberos authentication for production environments. For more information, see 20.

Choose

B2B Data Exchange native authentication

to manage user credentials locally in

B2B Data Exchange

. Use native authentication in development and staging environments. For more information, see 21.

Enter the authentication information, and then click Next
.

The

Data Exchange Document Store

page appears.

If you select the Informatica Domain Authentication
option on the User Authentication page, you can configure the Informatica domain authentication settings on the Informatica Platform Authentication page.

Configure settings for the following fields:

Gateway host: Host name of the Informatica security domain server.
B2B Data Exchange
stores the host name in the
pwc.domain.gateway
system property.

Gateway port number: Port number for the Informatica security domain gateway.
B2B Data Exchange
stores the port number in the
pwc.domain.gateway
system property. Use the gateway HTTP port number to connect to the domain from the PowerCenter Client. You cannot use the HTTPS port number to connect to the domain.

Username: User name to access the Administrator tool. You must create the user in the Administrator tool and assign the
manage roles/groups/user
privilege to the user.

Password: Password of the Informatica security domain user.

Security domain: Name of the Informatica security domain where the user is defined.

Security group: Optional. Security group within the Informatica security domain where
B2B Data Exchange
users are defined in the following format:
<security group>@<domain>
If you leave the field empty, the Informatica security domain synchronizes only the
B2B Data Exchange
administrator user account.
B2B Data Exchange
stores the security group in the dx.authentication.groups system property in the following format:
<group name>@<security group>[;<groupname>@<security group>]

If you select the Informatica domain with Kerberos authentication
option on the User Authentication page, you can configure the authentication settings on the Informatica Domain with Kerberos Authentication page.

Configure settings for the following fields:

Kerberos configuration file: File that stores Keberos configuration information, usually named
krb5.conf

The installation copies the file to the following location:
<
DX
InstallationDir>/shared/conf/security/krb5.conf

Operation Console SPN name: Service Principal Name (SPN) for the
B2B Data Exchange
Operation Console.
B2B Data Exchange
stores the SPN in the
dx-security-config.properties
property file, in the dx.kerberos.console.service.principal.name property.

Operation Console keytab file: Location of the keytab file for the
B2B Data Exchange
Operation Console SPN.
The installer copies the file to the following location:
<
DX
InstallationDir>/shared/conf/security/HTTP_console.keytab

B2B Data Exchange
stores the location of the keytab file in the
dx-security-config.properties
property file, in the dx.kerberos.console.keytab.file property.

If you change the property to point to a different file, you must enter the absolute path to the file using the following format:

file://<full_path>

System Administrator: B2B Data Exchange
system administrator credentials.
Enter the credentials in the following format:

<username>@<SECURITY_DOMAIN>

You must enter
<SECURITY_DOMAIN>
in uppercase letters.

Gateway host: PowerCenter domain gateway host.

Gateway port number: PowerCenter domain gateway port number.

Security group: Optional. Security group within the Informatica security domain where
B2B Data Exchange
users are defined in the following format:
<security group>@<domain>
If you leave the field empty, the Informatica security domain synchronizes only the
B2B Data Exchange
administrator user account.
B2B Data Exchange
stores the security group in the dx.authentication.groups system property in the following format:
<group name>@<security group>[;<groupname>@<security group>]

If you select the

B2B Data Exchange native authentication

option on the

User Authentication

page, you need to enter the

B2B Data Exchange

administrator user name on the

Operation Console Administrator

page.

B2B Data Exchange

uses this value for the user name and password when you log in to the Operation Console.

On the

Data Exchange Document Store

page, accept the default directory or enter the directory where you want to create the document store directory.

B2B Data Exchange

stores documents and files in the document store during processing. The document store directory must be accessible to

B2B Data Exchange

, PowerCenter services, and Data Transformation.

Click

The

Web Server

page appears.

Enter values in the following fields:

Enable HTTPS: Instructs
B2B Data Exchange
to use secure network communication when you open the Operation Console in the browser. If you select HTTPS and HTTP, the Operation Console switches existing HTTP connections with HTTPS connections.
Connector port number: Port number for the Tomcat connector to use when you open the Operation Console with HTTPS.
The default value is 18443.
Use a keystore file generated by the installer: Instructs the installer to generate a keystore file with an unregistered certificate. If you select this option, ignore the security warning that you receive from the browser the first time you open the Operation Console.
Use an existing keystore file: Instructs the installer to load an existing keystore file. Enter values in the following fields:
Keystore password. Password for the keystore file.
Keystore file. Path to the keystore file.

The keystore file must be in the Public Key Cryptography Standard (PKCS) #12 format.

HTTP connector port number: Port number for the HTTP connector. If you clear this field, your browser must connect to the
B2B Data Exchange
server with HTTPS when you log in to the Operation Console.
The default value is 18080.
Server shutdown listener port number: Port number for the listener that controls the Tomcat server shutdown.
The default value is 18005.

Click

The

Port Numbers

page appears.

Enter the port number for the

B2B Data Exchange

JMS Broker JMX listener port or accept the default port, and then click

If you selected to install the

B2B Data Exchange

server plug-in for PowerCenter or the

B2B Data Exchange

client plug-in for PowerCenter components, the

PowerCenter Location

page appears. If you did not select the PowerCenter server or client components, the

PowerCenter Web Services Hub

page appears.

On the

PowerCenter Web Services Hub

page, enter the PowerCenter web services details.

Web Services Hub URL: URL that the PowerCenter Web Services Hub uses
when
B2B Data Exchange
transfers documents to PowerCenter for processing with batch workflows
.

Service name: Name of the PowerCenter Repository Service.

Node host name: Host name of the node that runs the PowerCenter Repository Service.

Node port number: Port number of the node that runs the PowerCenter Repository Service.

Username: Name of the PowerCenter Repository Service user.

Password: Password for the PowerCenter Repository Service user.
B2B Data Exchange
stores the password as an encrypted string.

Security domain: Optional. Name of the Informatica security domain in which the PowerCenter Repository Service user is stored.
Default is Native.

Click

If you selected to install the

B2B Data Exchange

server plug-in for PowerCenter component, the

PowerCenter Domain Settings

page appears.

If you did not select the PowerCenter server component, the

PowerCenter pmrep Command Line Utility Location

page appears. Go to step 6.

Enter values in the following fields:

Domain name: Name of the Informatica domain that contains the PowerCenter Integration Service that runs
B2B Data Exchange
workflows.

Node name: Node in the Informatica domain on which the PowerCenter Integration Service runs.

Domain administrator username: Name of the Informatica domain administrator.

Domain administrator password: Password for the Informatica domain administrator.
B2B Data Exchange
stores the password as an encrypted string.

Integration Service name: The name of the PowerCenter Integration Service that
B2B Data Exchange
uses to run workflows.

Click

The

PowerCenter pmrep Command Line Utility Location

page appears.

Specify the location of the pmrep command line utility.

The location of the utility depends on whether or not you install

B2B Data Exchange

on the machine where the PowerCenter services are installed.

Environment	Location of the pmrep command line utility
B2B Data Exchange installed on the machine where the PowerCenter services are installed	<PowerCenter_services_installation_folder>\<PowerCenter_version>\tools\pcutils\<PowerCenter_version>
B2B Data Exchange and PowerCenter services installed on different machines	<PowerCenter_client_installation_folder>\<PowerCenter_version>\clients\PowerCenterClient\client\bin

Click

The

Pre-Installation Summary

page appears.

If you installed the

B2B Data Exchange

PowerCenter server plug-in, follow the wizard instructions to register the plug-in to the PowerCenter repository, and then click

The

Installation Complete

page appears.

Click

Done

to close the installer.

To view the log files that the installer generates, navigate to the following directory:

<

DX

InstallationDir>\logs

.

Perform the required post-installation tasks. For more information, see the section "Post-Installation Tasks" in the

B2B Data Exchange

Installation and Configuration Guide

.

Perform only the tasks that are relevant for your environment.

Optionally, perform additional configuration tasks. For more information, see the section "Optional

B2B Data Exchange

Configuration" in the

B2B Data Exchange

Installation and Configuration Guide

.

Table of Contents

High Availability Installation Guide

High Availability Installation Guide