Before You Upgrade the Domain

• Read the Informatica Release Notes.
• Perform the following tasks to set up the machine to meet the requirements on Windows:
  • Verify that the machine has the required operating system patches and libraries.
  • Verify that the machine meets the minimum system requirements to upgrade the domain.
  • Verify that the machine meets the hardware requirements to upgrade the application services.
  • Review the environment variables.
  • Review the maximum heap size setting.
  • Extract the installer files.
  • Run the pre-installation (i10Pi) system check tool.
• Perform the following tasks to set up the machine to meet the requirements on UNIX:
  • Verify that the machine has the required operating system patches and libraries.
  • Install the Java Developer Kit when you upgrade Informatica on AIX, HP-UX, or zLinux.
  • Verify that the machine meets the minimum system requirements to upgrade the domain.
  • Verify that the machine meets the hardware requirements to upgrade the application services.
  • Review the environment variables.
  • Verify that the operating system meets the file descriptor requirement.
  • Review the maximum heap size setting.
  • Extract the installer files.
  • Run the pre-installation (i10Pi) system check tool.
• Back up the PowerCenter repository.
• Perform the following tasks to prepare the Model repository:
  • Back up the Model repository.
  • Verify the user account requirements for the Model repository database.
  • Verify the maximum heap size setting.
• Perform the following tasks to prepare the Data Integration Service:
  • Record the execution options for each Data Integration Service process.
  • Verify that all workflows are complete.
• Perform the following tasks to prepare the profiling warehouse:
  • Use the native database back up option to back up the profiling warehouse.
  • Verify the user account permissions for the database.
• Use the native database back-up option to back up the reference data warehouse.
• Back up any reference data directory at a non-default location in the PowerCenter directory structure.
• Optionally, prepare the exception management audit database.
• Perform the following tasks to prepare Metadata Manager:
  • Back up the Metadata Manager warehouse.
  • Disable the Metadata Manager Service.
  • Back up the Metadata Manager properties file.
• Record the ODBC data source names of the ODBC connections in the domain.
• Perform the following tasks to prepare the domain:
  • Record the SMTP configuration properties on the domain.
  • Verify user account requirements for the domain configuration repository database.
  • Shut down the domain. To shut down the domain, stop the Informatica service process on each node in the domain.
  • Back up the domain.
• Prepare to change the node configuration.
  Perform the additional pre-upgrade tasks if you choose to change the node configuration for the following reasons:
  • If the domain configuration repository database type or version is no longer supported, migrate the repository to a different database.
  • If the Informatica installation is on a machine with an operating system that is no longer supported, migrate the installation to a different machine.