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  1. Preface
  2. Upgrade Overview
  3. Before You Upgrade the Domain on Linux
  4. Before You Upgrade the Domain on UNIX
  5. Before You Upgrade the Domain on Windows
  6. Prepare for the Upgrade
  7. Upgrade the Domain
  8. Upgrade the Domain with Changes to Node Configuration
  9. Before You Upgrade the Application Services
  10. Application Service Upgrade
  11. Informatica Client Upgrade
  12. After You Upgrade
  13. Upgrade Checklist

Upgrading from Version 10.1 (10.4.0)

Upgrading from Version 10.1 (10.4.0)

Business Glossary Upgrade

Business Glossary Upgrade

Business glossary functionality is moved from Metadata Manager to the Analyst tool. Before you upgrade the domain, you must export and delete business glossaries from Metadata Manager. You use the Metadata Manager glossary export files to create corresponding business glossaries in the Analyst tool after upgrade.
Analyst tool business glossaries contain multiple features that Metadata Manager business glossaries do not have. For example, Analyst tool business glossaries provide business policies that govern the business practices related to business terms. Analyst tool glossaries can be used by a wide range of business users. Business users that do not need to see data lineage no longer have to use Metadata Manager to create and view business terms and categories.
Perform the following steps to upgrade business glossaries:
  1. Complete pre-upgrade tasks in Metadata Manager.
    1. Back up the Metadata Manager repository.
    2. Optionally, back up each glossary that uses enumerated links or rule-based links, back up the enumerated links and linking rules files.
    3. Optional. If custom attributes were added to the business glossary model, export the business glossary model.
    4. Export each business glossary to a Microsoft Excel file or an XML file.
      Contact Informatica Global Customer Support to ensure that you have the latest patches before you export the business glossaries to XML files.
    5. In each Microsoft Excel file, add a worksheet contains the Metadata Manager Service name.
    6. Purge and delete each business glossary from Metadata Manager.
  2. Upgrade the domain.
    1. Optional. In the Analyst tool, if custom attributes were added to the business glossary model in Metadata Manager, import the Metadata Manager model export file.
    2. Optional. In the Analyst tool, if business terms or categories were linked across glossaries in Metadata Manager, merge the glossary export files. If you exported glossaries to Microsoft Excel files, delete the duplicate business terms.
    3. In the Analyst tool, import each business glossary file.
    4. Optional. In the Analyst tool, publish any unpublished business terms and categories that you want to see in Metadata Manager.
    5. Create one business glossary resource for each Analyst tool business glossary.
    6. Optional. For each glossary that uses enumerated links or rule-based links, associate the enumerated links and linking rules files with the business glossary resource.
    7. Load each business glossary resource and check each glossary.
  3. Import business glossaries into the Analyst tool, and complete post-upgrade tasks in the Analyst tool.
  4. Create and load resources in Metadata Manager that are based on the Analyst tool business glossaries, and complete post-upgrade tasks in Metadata Manager.
For more information about Analyst tool business glossaries, see the
Informatica Business Glossary Guide
. For more information about creating and configuring business glossary resources in Metadata Manager, see the
Metadata Manager Administrator Guide
.