Table of Contents

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  1. Preface
  2. Installation Overview
  3. Before You Install
  4. Data Archive Installation
  5. Data Vault Installation
  6. Application Accelerator Installation
  7. Application Retirement for Healthcare Accelerator Installation
  8. Salesforce Accelerator Installation
  9. After You Install
  10. Data Archive Upgrade
  11. Data Vault Upgrade
  12. Upgrading Oracle History Data
  13. Upgrading PeopleSoft History Data
  14. ILM Data Validation Option Setup
  15. Data Archive Source and Target Database Requirements
  16. Data Archive Connectivity
  17. Data Archive Uninstallation
  18. SAP Application Retirement
  19. Database Users and Privileges
  20. Data Visualization Designer Installation
  21. Data Archive Installation Requirements Checklist and Architecture Options

Installation and Upgrade Guide

Installation and Upgrade Guide

Installing the ILM Engine and Repository

Installing the ILM Engine and Repository

  1. Go to the directory where you extracted the files from Informatica_ILM_<release>.zip, for example, Informatica_ILM_61.zip.
    The name of this directory and the full path to the directory can contain only the following characters: English letters (A-Z and a-z), numbers (0-9), hyphens(-), underscores(_), and periods(.).
    Verify that only these characters appear in the directory path before you proceed with the installation.
  2. With administrator privileges, run one of the following commands:
    • On Windows operating systems, run
      install.cmd
      .
    • On UNIX based operating systems, run
      install.sh
      .
    The
    Welcome
    page of the ILM installer appears.
  3. Click
    Next
    .
    The
    Installation Mode
    page appears.
  4. Select
    Install Data Archive
    and click
    Next
    .
    The
    License Agreement
    page appears. Accept the terms of the license agreement, and click
    Next
    .
    The
    License Key
    page appears.
  5. Enter the path and file name of the license key file, and click
    Next
    .
    The
    Installation Folder
    page appears.
  6. Click
    Choose
    and browse to the installation directory.
    The directory names in the path cannot contain spaces or any of the following special characters:
    @|* $ # ! % ( ) { } [ ] , ; '
  7. Click
    Next
    .
    The
    Components to Install
    page appears.
  8. Select the checkbox next to
    Data Archive
    and the radio button next to
    ILM Engine and Repository
    .
  9. Click
    Next
    .
    The
    New or Existing Repository
    page appears.
  10. Choose whether to use an existing repository or create a new one during the installation.
    • Select
      Repository Already Exists
      to reuse an existing repository or if you created the schema, tablespaces, and filegroups before the installation.
      For installation on IBM DB2, you must select this option. You must create the ILM repository schema and tablespaces before you install.
      Click
      Next
      and enter the database connection details listed in the following table.
      Field
      Description
      Database Type
      Database for the ILM repository, usually called AMHOME.
      You can install the ILM repository on Oracle, Microsoft SQL Server, or IBM DB2.
      Database URL
      Host name and port number for the database instance or Microsoft SQL Server instance.
      Enter in the following format:
      <host name>:<port number>
      For a Microsoft SQL Server with SSL enabled, enter in the following format:
      <host name>:<port number>;ValidateServerCertificate=<false/true>; CryptoProtocolVersion=<TLS version. Example: TLSv1.2>
      If the same machine hosts both the ILM repository and Data Archive web server, the database URL must not be a loopback URL, for example 127.0.0.1 or localhost. If the database URL is a loopback, the Enterprise Data Manager will fail to connect to the ILM repository database.
      Use a host name or IP number that is compatible with all potential clients. For example, remote employees in your organization may only be able to connect to the database with a full domain name.
      If the ILM repository is located in an Oracle Real Application cluster, enter the RAC SCAN host name and verify that the cluster has more than one node. If the cluster has one node, the ILM application server might not start if the node is unavailable.
      Repository Schema Name
      A unique placeholder for tables. This placeholder is different from the default placeholder. On an Oracle database, the repository schema name must be the same as the repository login name.
      Repository Login Name
      Login name for a user who has full access to the repository schema. On an Oracle database, the repository login name must be the same as the repository schema name.
      If you install Data Visualization, the repository login name cannot contain the following special characters: @ :
      Repository Password
      Password for the ILM repository database user or login.
      If you install Data Visualization, the repository password cannot contain the following special characters: @ :
      Database Service Name
      ILM repository database service name or database name.
      JDBC connections use the Oracle service name to connect to the database. The Oracle service name may not be the same as the Oracle SID. Use the following SQL statement to determine the database service name:
      select name, value from v$parameter where name = 'service_names';
      Data Tablespace Name
      Tablespace or data filegroup name, such as AM_DATA.
      Not required for Data Vault Loader and Data Discovery installation.
      Index Tablespace Name
      Index tablespace or filegroup name, such as AM_INDEX.
      Not required for Data Vault Loader and Data Discovery installation.
      SSL Enabled
      Check box to confirm the AMHOME database is SSL enabled.
      This property is supported for Oracle 11g and later.
    • Clear
      Repository Already Exists
      to create the ILM repository. You must create the ILM repository if you are installing Data Archive for the first time and you did not create the schema prior to the installation. Or, clear this option if you created the schema but did not create tablespaces and filegroups prior to the installation.
      Click
      Next
      and enter the database connection details listed in the following table.
      Field
      Description
      Database Type
      Database for the ILM repository, usually called AMHOME.
      If you install Data Archive only, you can install the ILM repository on Oracle or Microsoft SQL Server. For IBM DB2, you must select the previous option, "Repository Already Exists."
      Database URL
      Host name and port number for the database instance or Microsoft SQL Server instance.
      Enter in the following format:
      <host name>:<port number>
      For a Microsoft SQL Server with SSL enabled, enter in the following format:
      <host name>:<port number>;ValidateServerCertificate=<false/true>; CryptoProtocolVersion=<TLS version. Example: TLSv1.2>
      If you want to locate the ILM repository in an Oracle Real Application cluster, enter the RAC SCAN host name and verify that the cluster has more than one node. If the cluster has one node, the ILM application server might not start if the node is unavailable.
      Database User ID
      Admin database user that has required privileges to create or access the ILM repository user/schema. This can be the system or any other admin user.
      If you install Data Visualization, the database user ID cannot contain the following special characters: @ :
      Password
      Password for the ILM repository database user or login.
      If you install Data Visualization, the database user password cannot contain the following special characters: @ :
      Database Service Name
      ILM repository database service name or database name.
      JDBC connections use the Oracle service name to connect to the database. The Oracle service name may not be the same as the Oracle SID. Use the following SQL statement to determine the database service name:
      select name, value from v$parameter where name = 'service_names';
      SSL Enabled
      Check box to confirm the AMHOME database is SSL enabled.
      This property is supported for Oracle 11g and later.
  11. Optionally, click
    Test Connection
    to test the connection details.
  12. Click
    Next
    .
    The
    Configure ILM Repository
    page appears.
  13. Optionally, select
    Create Tablespaces
    to create tablespaces or filegroups for the ILM repository. If you created the tablespaces or filegroups before the installation, do not select this option.
  14. Enter the following information to create the ILM repository. The fields appear based on whether you choose to create the tablespaces. The installation uses the following information to create the user, tablespaces or filegroups, and data files:
    Tablespace Status
    Field
    Description
    New Tablespaces
    Existing Tablespaces
    User Name
    ILM repository user account.
    New Tablespaces
    Existing Tablespaces
    Password
    Password for the ILM repository user account.
    New Tablespaces
    Existing Tablespaces
    Data Tablespace Name
    Name of the tablespace or filegroup in which to create the ILM repository tables, such as AM_DATA.
    If blank, the installation creates the repository tables in the default tablespace or filegroup.
    New Tablespaces
    Existing Tablespaces
    Index Tablespace Name
    Name of the index tablespace or filegroup, such as AM_INDEX.
    New Tablespaces
    Data Tablespace Size (MB)
    Size of the tablespace or filegroup. Minimum recommended size is 3000 MB.
    New Tablespaces
    Data File Name and Location
    File name and path for the tablespace or filegroup data file.
    For example:
    C:\oracle\oradata\orcl11\AM_DATA
    New Tablespaces
    Index Tablespace Size (MB)
    Size of the index tablespace or filegroup. Minimum recommended size is 3000 MB.
    New Tablespaces
    Index File Name and Location
    File name and path for the tablespace .dbf file.
    For example:
    C:\oracle\oradata\orcl11\AM_INDEX
  15. Click
    Next
    .
    The
    Pre-installation Summary
    page displays the installation directory and the products that you selected to install.
  16. Click
    Install
    .
    The installer creates the ILM repository if the repository does not exist. The installer adds the database objects and Data Archive metadata to the ILM repository. It also creates a web interface directory on the server.
  17. Click
    Done
    to complete the installation.
    The installer produces a log file about the installation tasks and errors that occurred during installation. You can find the installation log file,
    ILMInstaller.log
    , in the installation directory.

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