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MDM Multidomain Edition (Version 9.0.1) Installation Guide for DB2

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Page 1: Installation Guide for DB2...vi Informatica MDM Hub 9.0.1 Installation Guide Preparing for Installation.....108

MDM Multidomain Edition (Version 9.0.1)

Installation Guide for DB2

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Informatica MDM Multidomain Hub - Version 9.0.1 - May 2011Copyright (c) 2011 Informatica. All rights reserved.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited.

No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software is 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 as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013©(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (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 report them to us in writing.

Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Transformation, Informatica B2B Data Exchange, Informatica On Demand and Siperian are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright © Sun Microsystems. All rights reserved.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/), and other software which is licensed under the Apache License, Version 2.0 (the “License”). You may obtain a copy of the License at http://www.apache.org/licenses/

LICENSE-2.0. Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an “AS IS” BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

This product includes software which is licensed under the GNU Lesser General Public License Agreement, which may be found at http://www.gnu.org/licenses/lgpl.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose.

This product includes software which is licensed under the CDDL (the “License”). You may obtain a copy of the License at http://www.sun.com/cddl/cddl.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. See the License for the specific language governing permissions and limitations under the License.

This product includes software which is licensed under the BSD License (the “License”). You may obtain a copy of the License at http://www.opensource.org/licenses/bsd-license.php. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. See the License for the specific language governing permissions and limitations under the License.

This product includes software Copyright (c) 2003-2008, Terence Parr, all rights reserved which is licensed under the BSD License (the “License”). You may obtain a copy of the License at http://www.antlr.org/license.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. See the License for the specific language governing permissions and limitations under the License.

This product includes software Copyright (c) 2000 - 2009 The Legion Of The Bouncy Castle (http://www.bouncycastle.org) which is licensed under a form of the MIT License (the “License”). You may obtain a copy of the License at http://www.bouncycastle.org/licence.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. See the License for the specific language governing permissions and limitations under the License.

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

NOTICES

This Informatica product (the “Software”) may include certain drivers (the “DataDirect Drivers”) from DataDirect Technologies, an operating company of Progress Software

Corporation (“DataDirect”) which are subject to the following terms and conditions:

1. THE DATADIRECT DRIVERS ARE PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOTLIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

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Contents

Preface

Intended Audience ...........................................................................................................................................xiContents ............................................................................................................................................................xiiLearning About Informatica MDM Hub....................................................................................................xivInformatica Global Customer Support .......................................................................................................xviInformatica Resources ..................................................................................................................................xvii

Informatica Customer Portal .............................................................................................................xviiInformatica Documentation ..............................................................................................................xviiInformatica Web Site ..........................................................................................................................xviiInformatica How-To Library............................................................................................................xviiiInformatica Knowledge Base............................................................................................................xviiiInformatica Multimedia Knowledge Base ......................................................................................xviii

Chapter 1: Introduction

Before You Begin ..............................................................................................................................................2Installation Overview........................................................................................................................................3Designing Your Informatica MDM Hub Installation..................................................................................4

Implementation Components................................................................................................................4Installation Environments......................................................................................................................5Example Installations..............................................................................................................................5

Documenting Your Installation ......................................................................................................................8Installation and Post-Installation Documentation .............................................................................8Create an Installation Documentation Directory ...............................................................................9

Chapter 2: Installing the Hub Store

About the Hub Store ......................................................................................................................................12Master Database and Operational Record Store (ORS) ..................................................................12

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Relationships Among Databases in the Hub Store ......................................................................... 12Single Informatica MDM Hub Version Requirement..................................................................... 14

Overview of Steps to Install the Hub Store................................................................................................ 14Prepare Your DB2 Deployment for Informatica MDM Hub................................................................. 16

Install and Configure DB2................................................................................................................... 16Manual Database Creation............................................................................................................................. 16Modify the Build Properties .......................................................................................................................... 19Create a DB2 Database for the Hub Store ................................................................................................. 24

Tablespaces Used by the Hub Store .................................................................................................. 24Create the Hub Store...................................................................................................................................... 25

About the Scripts .................................................................................................................................. 25Create the Master Database (UNIX) ................................................................................................. 26Create the Master Database (Windows) ............................................................................................ 28

Test the Database Connection...................................................................................................................... 29Create an ORS Database................................................................................................................................ 30

About the db2ant.bat create_ors Script............................................................................................. 30Adding an ORS (UNIX) ...................................................................................................................... 30Adding an ORS (Windows)................................................................................................................. 32

Chapter 3: Installing the Hub Server

About the Hub Server .................................................................................................................................... 36Application Server and Connection Pooling .................................................................................... 36Manually Configuring Message Queues for Asynchronous SIF Requests................................... 36PostInstallSetup..................................................................................................................................... 37Single Informatica MDM Hub Version Requirement..................................................................... 37

Installing the Hub Server (JBoss/UNIX) ................................................................................................... 38Installation Overview ........................................................................................................................... 38Preparing for Installation ..................................................................................................................... 38Running the Hub Server Installer....................................................................................................... 41Configuring the Hub Server ................................................................................................................ 46Performing Post-Installation Tasks.................................................................................................... 48

Installing the Hub Server (WebSphere/UNIX) ......................................................................................... 49Installation Overview ........................................................................................................................... 49

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Preparing for Installation......................................................................................................................49Running the Hub Server Installer .......................................................................................................51Configuring the Hub Server.................................................................................................................59Performing Post-Installation Tasks ....................................................................................................61

Installing the Hub Server (JBoss/Windows)...............................................................................................62Installation Overview............................................................................................................................62Preparing for Installation......................................................................................................................64Running the Hub Server Installer .......................................................................................................67Configuring the Hub Server.................................................................................................................71Performing Post-Installation Tasks ....................................................................................................73

Installing the Hub Server (WebSphere/Windows) ....................................................................................73Installation Overview............................................................................................................................74Preparing for Installation......................................................................................................................75Running the Hub Server Installer .......................................................................................................77Configuring the Hub Server.................................................................................................................83Performing Post-Installation Tasks ....................................................................................................85

Changing Passwords After Installation ........................................................................................................86Changing the Password for the CMX_SYSTEM User....................................................................86Changing the Password for the CMX_ORS User............................................................................86

Chapter 4: Installing the Cleanse Match Server

About the Cleanse Match Server...................................................................................................................88Supported Cleanse Match Engines .....................................................................................................88PostInstallSetup .....................................................................................................................................88Single Informatica MDM Hub Version Requirement .....................................................................89

Installing the Cleanse Match Server (JBoss/UNIX) ..................................................................................89Installation Overview............................................................................................................................89Preparing for Installation......................................................................................................................90Running the Cleanse Match Server Installer .....................................................................................94Configuring the Cleanse Match Server.............................................................................................100Performing Post-installation Tasks...................................................................................................107

Installing the Cleanse Match Server (WebSphere/UNIX)......................................................................108Installation Overview..........................................................................................................................108

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Preparing for Installation ................................................................................................................... 108Running the Cleanse Match Server Installer................................................................................... 115Configuring the Cleanse Match Server ............................................................................................ 120Performing Post-installation Tasks .................................................................................................. 127

Installing the Cleanse Match Server (JBoss/Windows) .......................................................................... 128Installation Overview ......................................................................................................................... 128Preparing for Installation ................................................................................................................... 129Running the Cleanse Match Server Installer................................................................................... 134Configuring the Cleanse Match Server ............................................................................................ 138Performing Post-installation Tasks .................................................................................................. 140

Installing the Cleanse Match Server (WebSphere/Windows)................................................................ 145Installation Overview ......................................................................................................................... 145Preparing for Installation ................................................................................................................... 146Running the Cleanse Match Server Installer................................................................................... 152Configuring the Cleanse Match Server ............................................................................................ 156Performing Post-installation Tasks .................................................................................................. 159

Chapter 5: Launching the Hub Console

About the Hub Console............................................................................................................................... 166Starting the Hub Console ............................................................................................................................ 167Post-Installation Tasks ................................................................................................................................. 170

Chapter 6: Uninstalling Informatica MDM Hub

Uninstalling Informatica MDM Hub (JBoss/UNIX) ............................................................................. 172Uninstalling the Cleanse Match Server ............................................................................................ 172Uninstalling the Hub Server .............................................................................................................. 173

Uninstalling Informatica MDM Hub (WebSphere/UNIX)................................................................... 175Uninstalling the Cleanse Match Server ............................................................................................ 175Uninstalling the Hub Server .............................................................................................................. 176

Uninstalling Informatica MDM Hub (JBoss/Windows) ........................................................................ 177Uninstalling the Cleanse Match Server ............................................................................................ 177Uninstalling the Hub Server .............................................................................................................. 178

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Uninstalling Informatica MDM Hub (WebSphere/Windows) ..............................................................179Uninstalling the Cleanse Match Server.............................................................................................179Dropping Hub Store Databases ........................................................................................................180Uninstalling the Hub Server...............................................................................................................182

Uninstalling the Hub Store from DB2.......................................................................................................183Database Objects to Drop .................................................................................................................183

Chapter 7: Troubleshooting

Informatica MDM Hub Log Files ..............................................................................................................186Informatica MDM Hub Log Files (UNIX) .....................................................................................186Informatica MDM Hub Log Files (Windows)................................................................................189

Bypassing Prerequisite Installation .............................................................................................................191Updating Parameters After Installation .....................................................................................................191

Updating Hub Server Parameters After Installation ......................................................................191Updating Cleanse Match Server Parameters After Installation ....................................................192

Checking the Hub and Cleanse Match Server Silent Install....................................................................193Checking the Hub Server and Cleanse Match Server Silent Install (UNIX)..............................193Checking the Hub Server and Cleanse Match Server Silent Install (Windows).........................196

MATCH Process Error: VerifyNeedToStrip ............................................................................................198VerifyNeedToStrip (UNIX)...............................................................................................................198VerifyNeedToStrip (Windows) .........................................................................................................199

Inaccurate Start/Stop Timestamp for ORS ..............................................................................................199major.minor Version Errors When Loading Cleanse Match Server......................................................200Low Cleanse/Match Application Server Performance............................................................................200Troubleshooting (JBoss/UNIX).................................................................................................................201

Changing the Hub Server Parameters (JBoss/UNIX)...................................................................201Manually Redeploying the Hub Server (JBoss/UNIX) .................................................................202Manually Undeploying the Cleanse Match Server (JBoss/UNIX) ..............................................203Setting the JVM Size (JBoss/UNIX)................................................................................................203

Troubleshooting (WebSphere/UNIX) ......................................................................................................204Changing the Hub Server Parameters (WebSphere/UNIX) ........................................................204Changing the Cleanse Match Server Parameters (WebSphere/UNIX) ......................................205Changing the Hub Server Parameters for the Database (WebSphere/UNIX)..........................206

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Manually Redeploying the Hub Server Application (WebSphere/UNIX) ................................ 207Manually Undeploying the Cleanse Match Server (WebSphere/UNIX) ................................... 208Setting the JVM Size (WebSphere/UNIX)..................................................................................... 208Changing the SOAP Request Timeout (WebSphere/UNIX)...................................................... 209

Troubleshooting (JBoss/Windows) ........................................................................................................... 209Changing the Hub Server Parameters (JBoss/Windows)............................................................. 209Manually Redeploying Hub Server (JBoss/Windows) .................................................................. 210Manually Undeploying the Cleanse Match Server (JBoss/Windows)......................................... 212Setting the JVM Size (JBoss/Windows) .......................................................................................... 212

Troubleshooting (WebSphere/Windows)................................................................................................. 213Changing the Hub Server Parameters (WebSphere/Windows) .................................................. 213Changing the Cleanse Match Server Parameters (WebSphere/Windows)................................. 214Changing the Hub Server Parameters for the Database (WebSphere/Windows).................... 214Manually Redeploying Hub Server (WebSphere/Windows)........................................................ 216Manually Undeploying the Cleanse Match Server (WebSphere/Windows) .............................. 217Setting the JVM Size (WebSphere/Windows)................................................................................ 217Changing the SOAP Request Timeout (WebSphere/Windows)................................................. 218

Appendix A: Installing from the Command Line

Preparing for Installation ............................................................................................................................. 220Installing from the Command Line (JBoss/UNIX) ................................................................................ 221

Installing Hub Server.......................................................................................................................... 221Installing the Cleanse Match Server ................................................................................................. 224

Installing from the Command Line (WebSphere/UNIX)...................................................................... 226Installing Informatica Hub Server.................................................................................................... 227Installing the Cleanse Match Server ................................................................................................. 229

Silent Installation from the Command Line ............................................................................................. 232Considerations When Using Silent Installation.............................................................................. 232Properties Files for Silent Installation.............................................................................................. 233Creating Your Properties File ........................................................................................................... 233Running the Silent Install................................................................................................................... 239

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Appendix B: Manually Configuring Informatica System Message Queues

About Informatica MDM Hub Message Queues.....................................................................................242Configuring Message Queues (JBoss/UNIX)...........................................................................................242

Creating and Configuring a New Message Queue..........................................................................243Configuring Additional Message Queues ........................................................................................244

Configuring Message Queues (WebSphere/UNIX) ................................................................................245Creating and Configuring a New Message Queue..........................................................................245Configuring Additional Message Queues ........................................................................................247

Configure Message Queues (JBoss/Windows).........................................................................................248Creating and Configuring a New Message Queue..........................................................................248Configuring Additional Message Queues ........................................................................................250

Configure Message Queues (WebSphere/Windows) ..............................................................................251Creating and Configuring a New Message Queue..........................................................................251Configuring Additional Message Queues ........................................................................................253

Appendix C: Manually Creating Datasources

Informatica MDM Hub Datasources .........................................................................................................256Manually Creating Datasources in Websphere 6.1.0.29...........................................................................256

Start the WebSphere Application Server .........................................................................................256Specifying the Location of the Driver Libraries .............................................................................256Creating the Security Account ...........................................................................................................257Creating the JDBC Provider ..............................................................................................................257Creating the Master Datasource ........................................................................................................258Changing the CMX_ORS User Password .......................................................................................258

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x Informatica MDM Hub 9.0.1 Installation Guide

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Intended Audience

Preface

Welcome to the Informatica MDM Hub™ 9.0.1 Installation Guide. This guide explains how to perform a first-time installation of Informatica MDM Hub Server and the Cleanse Match Server.

Note If you are upgrading from a previous version of Informatica MDM Hub, see the Informatica MDM Upgrade Technical Note instead.

Chapter Contents

• Intended Audience

• Contents

• Learning About Informatica MDM Hub

• Informatica Global Customer Support

• Informatica Resources

Intended Audience

This guide is for database administrators, system administrators, and implementers who are responsible for installing and setting up Informatica MDM Hub. System administrators must be familiar with their target operating system. Database administrators must be familiar with the database environment on which they are installing the Informatica MDM Hub. Knowledge of DB2 administration is particularly important. Other administration and configuration tasks are described in the Informatica MDM Hub Administrator Guide.

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Contents

Contents

This guide contains the following chapters.

Chapter 1, “Introduction” Recommended reading for for all users.Describes Informatica MDM Hub architecture and orients you to the installation process

Chapter 2, “Installing the Hub Store” Recommended reading for DBAs.Explains how to install the Hub Store

Chapter 3, “Installing the Hub Server” Recommended reading for system / application server administrators.Explains how to install and configure Hub Server

Chapter 4, “Installing the Cleanse Match Server”

Recommended reading for system / application server administrators.Explains how to install and configure Cleanse Match Server

Chapter 5, “Launching the Hub Console”

Recommended reading for all users.Explains how to launch the Hub Console

Chapter 6, “Clustering” Recommended reading for system /application server administrators.Explains how to configure clustering for Informatica MDM Hub.

Chapter 6, “Uninstalling Informatica MDM Hub”

Recommended reading for system /application server administrators.Explains how to uninstall your Informatica MDM Hub system

Chapter 7, “Troubleshooting” Recommened reading for all users.Explains how to troubleshoot your installation

Appendix A, “Installing from the Command Line”

Recommended reading for system /application server administrators.Explains how to install Informatica Hub Server and Cleanse Match Server from the command line. UNIX implementations only.

Appendix B, “Manually Configuring Informatica System Message Queues”

Recommended reading for system /application server administrators.Explains how to configure message queues for use with Informatica MDM Hub.

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Contents

Appendix C, “Manually Creating Datasources”

Recommended reading for system administrators Explains how to manually create a master database and one or more additional ORSs.

Index Index for this guide

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Learning About Informatica MDM Hub

Learning About Informatica MDM Hub

What’s New in Informatica MDM Hub

The What’s New in Informatica MDM Hub describes the new features in this Informatica MDM Hub release.

Informatica MDM Hub Release Notes

The Informatica MDM Hub Release Notes contain important information about this release of Informatica MDM Hub. Read the Informatica MDM Hub Release Notes before installing Informatica MDM Hub.

Informatica MDM Hub Overview

The Informatica MDM Hub Overview introduces Informatica MDM Hub, describes the product architecture, and explains core concepts that all users need to understand before using the product.

Informatica MDM Hub Installation Guide

The Informatica MDM Hub Installation Guide for your platform explains how to install Informatica MDM Hub and Cleanse Match Server. There is a Informatica MDM Hub Installation Guide for each supported platform.

Informatica MDM Hub Cleanse Adapter Guide

The Informatica MDM Hub Cleanse Adapter Guide explains to installers how to configure Informatica MDM Hub to use the supported adapters and cleanse engines.

Informatica MDM Hub Data Steward Guide

The Informatica MDM Hub Data Steward Guide explains how to use Informatica MDM Hub. It provides a description of the Informatica MDM Hub platform through a discussion of Informatica MDM Hub concepts and tasks. Data stewards and users who

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Learning About Informatica MDM Hub

are new to Informatica MDM Hub should read the Informatica MDM Hub Data Steward Guide first.

Informatica MDM Hub Administrator Guide

The Informatica MDM Hub Administrator Guide explains how to configure, administer, and manage a Informatica MDM Hub implementation. It provides a description of the Informatica MDM Hub platform through a discussion of Informatica MDM Hub concepts, services, tools, and databases. Administrators should read the Informatica MDM Hub Administrator Guide first.

Informatica MDM Hub Services Integration Framework Guide

The Informatica MDM Hub Services Integration Framework Guide explains how to use the Informatica MDM Hub Services Integration Framework (SIF) to integrate Informatica MDM Hub functionality with your applications and how to create applications using the data provided by Informatica MDM Hub. SIF allows you to integrate Informatica MDM Hub smoothly with your organization's applications.

Informatica MDM Hub Metadata Manager Guide

The Informatica MDM Hub Metadata Manager Guide explains how to use the Informatica MDM Hub Metadata Manager tool to validate their organization’s metadata, promote changes between repositories, import objects into repositories, export repositories, and related tasks.

Informatica Training and Materials

Informatica provides live, instructor-based training to help you become a proficient user as quickly as possible. From initial installation onward, a dedicated team of qualified trainers ensure that your staff is equipped to take advantage of this powerful platform. To inquire about training classes or to find out where and when the next training session is offered, please visit our website or contact Informatica directly.

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Informatica Global Customer Support

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or through the WebSupport Service. WebSupport requires a user name and password. You can request a user name and password at http://my.informatica.com. Use the following telephone numbers to contact Informatica Global Customer Support:

North America / South America

Europe / Middle East / Africa Asia / Australia

Toll Free

North America +1 877 463 2435

Brazil 0800 891 0202

Mexico 001 888 209 8853

Toll Free

United Kingdom00800 4632 4357or 0800 023 4632

France 00800 4632 4357

Netherlands 00800 4632 4357

Germany 00800 4632 4357

Switzerland 00800 4632 4357 or 0800 463 200

Israel 00800 4632 4357

Spain 900 813 166

Portugal 800 208 360

Italy 800 915 985

Toll Free

Australia 1 800 151 830

New Zealand 1 800 151 830

Singapore 001 800 4632 4357

Standard Rate

North America+1 650 653 6332

Standard Rate

France 0805 804632

Germany 1805 702 702

Netherlands 030 6022 797

Standard Rate

India +91 80 4112 5738

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Informatica Resources

Informatica Resources

Informatica Customer Portal

As an Informatica customer, you can access the Informatica Customer Portal site at http://my.informatica.com. The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Documentation Center, and access to the Informatica user community.

Informatica Documentation

The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at [email protected]. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to the Informatica Documentation Center from http://my.informatica.com.

Informatica Web Site

You can access the Informatica corporate web site at http://www.informatica.com. The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services.

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Informatica Resources

Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library at http://my.informatica.com. The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks.

Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base at http://my.informatica.com. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through email at [email protected].

Informatica Multimedia Knowledge Base

As an Informatica customer, you can access the Informatica Multimedia Knowledge Base at http://my.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimedia files that help you learn about common concepts and guide you through performing specific tasks. If you have questions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Base team through email at [email protected].

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Introduction

This chapter summarizes the installation process and describes steps that you must complete before proceeding with Informatica MDM Hub installation. Subsequent chapters describe each step in the installation process.

Chapter Contents

• Before You Begin

• Installation Overview

• Designing Your Informatica MDM Hub Installation

• Documenting Your Installation

Introduction 1

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Before You Begin

Before You Begin

Before you begin, be sure to complete the following tasks:

Task Resource

Read the Informatica MDM Hub Release Notes for requirements and additional information about pre-installation preparation.

Informatica MDM Hub Release Notes

Read the worksheet for your installation—created by an Informatica Global Customer Support representative (see“Informatica Global Customer Support” on page xvi)—indicating the hardware and software needed to install Informatica MDM Hub at your location.

Product Availability Matrics

Install and configure your site’s cleanse engine, if applicable, according to the vendor’s instructions.

Vendor documentation for your cleanse engine

Read the Informatica MDM Hub Overview for an introduction to the product architecture and key components.

Informatica MDM Hub Overview

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Installation Overview

Installation Overview

To install Informatica MDM Hub, complete the following steps in the exact order specified:

Step Task Instructions

1 Install the Hub Store in your DB2 database.

“Installing the Hub Store” on page 11

2 Install the Hub Server software. “Installing the Hub Server” on page 35

3 Install and configure one or more Cleanse Match Servers.

“Installing the Cleanse Match Server” on page 87

4 Launch the Hub Console and verify your installation.

“Launching the Hub Console” on page 165

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Designing Your Informatica MDM Hub Installation

Designing Your Informatica MDM Hub Installation

Before you install Informatica MDM Hub, you need to decide how and where to set up the various components that will comprise your Informatica MDM Hub implementation.

Implementation Components

As described in the Informatica MDM Hub Overview, an Informatica MDM Hub installation includes the following key components.

Component Description

Hub Store A collection of databases in which business data is stored and consolidated. A Hub Store consists of one Master Database (which contains environment configuration settings for the Informatica MDM Hub) and one or more Operational Record Stores—or ORS databases (which contains master data, content metadata, processing rules, and other information related to business data).

Hub Server Run-time component that manages core and common services for the Informatica MDM Hub. The Hub Server is a J2EE application, deployed on the application server, that orchestrates the data processing within the Hub Store, as well as integration with external applications.

The Hub Console, which is packaged inside the Hub Server application, is the Informatica MDM Hub user interface that comprises a set of administrative and data management tools for administrators and data stewards. It can be launched on any client machine via a URL using a browser and Sun’s Java Web Start.

Cleanse Match Server Run-time component that handles cleanse and match requests and is deployed in the application server environment. The Cleanse Match Server contains a cleanse server that handles data cleansing operations, and a match server that handles match operations.

Cleanse Engine(s) Any of the supported cleanse engines, as described in Informatica MDM Hub Cleanse Adapter Guide. The Cleanse Match Server and the cleanse engine work together to standardize the data and to optimize the data for match and consolidation.

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Designing Your Informatica MDM Hub Installation

Installation Environments

Informatica MDM Hub implementations comprise multiple environments, such as development, test, and production. Each type of environment comes with its own set of unique requirements and priorities. Therefore, the installation design will differ for each environment.

Example Installations

There are many possible ways in which you can set up the various Informatica MDM Hub components in your environment. This section provides two examples of Informatica MDM Hub installations. Their purpose is instructive rather than prescriptive—they illustrate some general principles to consider while designing your installation. They are not intended as recommended or even suggested installation designs.

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Designing Your Informatica MDM Hub Installation

All Components on a Single Host

In the following example, all Informatica MDM Hub core components are installed on a single host machine.

o

This layout simplifies communication among the components within a single host environment.

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Designing Your Informatica MDM Hub Installation

Components Distributed on Multiple Hosts

In the following example, various Informatica MDM Hub components are distributed among multiple host machines.

Note: There needs to be an DB2 client installed on both the Hub Server and the Cleanse Match Server.

Consider the following issues:• Hub Server machines can be deployed in an clustered application server

environment for failover purposes.

• Cleanse Match Server machines can be installed in a clustered environment for scalability purposes (see Chapter 6, “Clustering”).

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Documenting Your Installation

Documenting Your Installation

You need to capture the details of your Informatica MDM Hub setup during and after installation in case you encounter issues in your environment. This information can prove extremely useful with verification and troubleshooting. If necessary, you can provide copies of this information to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

Installation and Post-Installation Documentation

Sources of information about your Informatica MDM Hub installation include:

Important: The instructions in this document remind you to capture and save this information if needed for future reference. You will create a folder (such as install_doc) where you will centrally store copies of all your installation documentation.

Information About Source of Information

ORS metadata Validation Results report from the Metadata Manager tool in the Hub Console. Used to document ORS metadata after the installation. For instructions, see Informatica MDM Hub Metadata Manager Guide.

configuration settings Environment Report from the Enterprise Manager tool in the Hub Console. Used to document Hub Server, Cleanse Match Server, Master Database, and ORS database information after installation. For instructions, see Appendix D, “Viewing Configuration Details,” in the Informatica MDM Hub Administrator Guide.

database changes Database debug log. Used to log database events for your Hub Store once an ORS is registered in the Hub Console. Enabled according to the instructions in “Enabling Debug Logging” on page 188.

installation process Informatica MDM Hub Installer log files. Used to capture events that occur during Hub Server and Cleanse Match Server installation.

Hub Server and Cleanse Match Server

Hub Server and Cleanse Match Server log files, which capture run-time events after these components are running.

Hub Console Hub Console log files that capture activity while using the Hub Console.

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Documenting Your Installation

Create an Installation Documentation Directory

Create a folder (such as install_doc) where you will centrally store copies of all your installation artifacts—such as the Validation Results and Environment reports, database debug log, log files, and other items described in “Installation and Post-Installation Documentation” on page 8.

Important: In the event that problems arise with your installation, you will need to create an archive file of this directory and send it to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for analysis.

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Documenting Your Installation

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Installing the Hub Store

This chapter explains how to install the Hub Store on a DB2 database platform. Your DB2 database administrator might need to complete the tasks in this chapter. Unless otherwise indicated, the instructions in this chapter apply to all supported application servers on all supported platforms. Refer to the product availability matrix for system requirements.

Chapter Contents

• About the Hub Store

• Overview of Steps to Install the Hub Store

• Prepare Your DB2 Deployment for Informatica MDM Hub

• Manual Database Creation

• Create a DB2 Database for the Hub Store

• Tablespaces Used by the Hub Store

• Create the Hub Store

• Test the Database Connection

• Create an ORS Database

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About the Hub Store

About the Hub Store

The Hub Store is where business data is stored and consolidated in Informatica MDM Hub.

Master Database and Operational Record Store (ORS)

The Hub Store is a collection of databases that includes:

Relationships Among Databases in the Hub Store

An Informatica MDM Hub implementation contains one Master Database and one or more ORS databases. An Informatica MDM Hub implementation can have multiple ORSs, such as separate ORSs for development and production, or separate ORSs for each geographical location or for different parts of the organization.

Element Description

Master Database Contains the Informatica MDM Hub environment configuration settings—user accounts, security configuration, ORS registry, message queue settings, and so on. A given Informatica MDM Hub environment can have only one Master Database. The name of the schema containing the “Master Repository” is CMX_SYSTEM.

Operational Record Store (ORS)

Database that contains the master data, content metadata, the rules for processing the master data, the rules for managing the set of master data objects, along with the processing rules and auxiliary logic used by the Informatica MDM Hub in defining the best version of the truth (BVT). A Informatica MDM Hub configuration can have one or more ORSes. The default name of an ORS is CMX_ORS.

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About the Hub Store

This architecture allows you to distribute ORS schemas across multiple server machines, each controlled by a central Master Database. You can access and manage multiple ORSs from one Master Database. The Master Database stores the connection settings and properties for each ORS.

Note: An ORS should only be registered in only one Master Database.

User accounts to access Hub Store databases are created globally—within the Master Database—and then assigned to specific ORSs.

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Overview of Steps to Install the Hub Store

Single Informatica MDM Hub Version Requirement

All the components of your Informatica MDM Hub implementation must be of the same Informatica MDM Hub version. If you have multiple versions of Informatica MDM Hub installed, each version must be installed in a separate environment. Different versions of Informatica MDM Hub cannot co-exist in the same environment.

Overview of Steps to Install the Hub Store

To install the Hub Store, complete the following steps in the exact order specified:

Step Task Instructions

1 Install and configure DB2 on a machine other than the machine on which your Hub Server will run.

“Prepare Your DB2 Deployment for Informatica MDM Hub” on page 16

2 Create a DB2 database for your Hub Store.

“Create a DB2 Database for the Hub Store” on page 24

3 Create the DB2 tablespaces required for the Hub Store.

“Tablespaces Used by the Hub Store” on page 24

4 Create the Hub Store—Master Database and ORS database(s)—by running the scripts provided in your Informatica MDM Hub distribution.

“Create the Hub Store” on page 25

5 Test the database connection. “Test the Database Connection” on page 29

6 Register the newly-created ORS database using the Databases tool in the Hub Console.

“Configuring Operational Record Stores and Datasources” in the Informatica MDM Hub Administrator Guide (see “Post-Installation Tasks” on page 170)

7 Enable database logging for this ORS using the Enterprise Manager tool in the Hub Console.

Appendix D, “Viewing Configuration Details,” in the Informatica MDM Hub Administrator Guide (see “Post-Installation Tasks” on page 170)

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Overview of Steps to Install the Hub Store

High-level overview of the DB2 installation

The steps to create cmx_system and ORS.1. Modify db-build.properties in

hub[hub-root]\server\resources\database\db2

2. db2ant.bat create_db to create database

This command will create thedatabase automatically. If you want to create your database manually see “Create the Hub Store” on page 25 for more information on manually creating a database.

3. db2ant.bat create_system to create cmx_system

4. db2ant.bat compile_system

5. db2ant.bat create_ors to create ORS.

6. db2ant.bat compile

Note: The compile may take a long time.

If you need to add more ORS databases to your Hub Store, run the db2ant.bat create_ors script (provided in your Informatica MDM Hub distribution) according to the instructions in “Create an ORS Database” on page 30.

Note: Your DB2 database administrator might need to complete the tasks in this chapter.

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Prepare Your DB2 Deployment for Informatica MDM Hub

Prepare Your DB2 Deployment for Informatica MDM Hub

This section describes how to prepare your DB2 deployment for Informatica MDM Hub. It applies to all supported platforms and application servers.

Install and Configure DB2

Install and configure DB2 on a machine that complies with the hardware and software requirements described in the Product Availability Matrix (PAM) for Informatica MDM Multidomain Edition 9.0.1 for DB2. Refer to this document for a list of supported DB2 versions.

The following software (part of your DB2 distribution) must be installed on every machine on which you want to run the Hub Server:• DB2 client

• Cleanse Server

• DB2 Java utilities (required by the DB2 client)

Note: Be sure to install DB2 with all Java options selected.

Manual Database Creation

The MDM Hub provides the necessary scripts for automatic database creation as part of the installation. To create a database manually there are several requirements.

Requirements1. The database should be created with compatibility vector turned on (db2set DB2_

COMPATIBILITY_VECTOR=ORA). See more details in the official IBM documentation: http://publib.boulder.ibm.com/infocenter/db2luw/v9r7/index.jsp?to

pic=/com.ibm.db2.luw.apdv.porting.doc/doc/r0052867.html.

2. The database should be created with "UTF-8 TERRITORY US" locale.

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Manual Database Creation

3. In tablespace creation the page size for system’s temporary tablespace should be equal to the user’s temporary tablespace.

Options

Below is a list of recommended / mandatory options for manual database creation:[DB2 environmental]db2set DB2CODEPAGE=1208db2set DB2_COMPATIBILITY_VECTOR=ORAdb2set DB2_DEFERRED_PREPARE_SEMANTICS=YESdb2set DB2_RESTORE_GRANT_ADMIN_AUTHORITIES=ONdb2set DB2_HASH_JOIN=YESdb2set DB2_ANTIJOIN=YESdb2set DB2_INLIST_TO_NLJN=NOdb2set DB2_SELECTIVITY=ALLdb2set DB2NTNOCACHE=ONdb2set DB2_EXTENDED_OPTIMIZATION=ON,ENHANCED_MULTIPLE_DISTINCT,IXOR,SNHD

[Instance]update dbm cfg using SYSADM_GROUP DB2ADMNSupdate dbm cfg using MON_HEAP_SZ AUTOMATICupdate dbm cfg using JAVA_HEAP_SZ 2048update dbm cfg using AGENT_STACK_SZ 256update dbm cfg using SHEAPTHRES 0update dbm cfg using INTRA_PARALLEL YES

[DB]update db cfg using LOCKLIST AUTOMATICupdate db cfg using MAXLOCKS AUTOMATICupdate db cfg using PCKCACHESZ 50000update db cfg using DBHEAP AUTOMATICupdate db cfg using CATALOGCACHE_SZ 25000update db cfg using LOGBUFSZ 4096update db cfg using UTIL_HEAP_SZ 50000update db cfg using BUFFPAGE 250update db cfg using STMTHEAP AUTOMATICupdate db cfg using APPLHEAPSZ AUTOMATICupdate db cfg using APPL_MEMORY AUTOMATICupdate db cfg using STAT_HEAP_SZ AUTOMATICupdate db cfg using LOGFILSIZ 128000update db cfg using LOGPRIMARY 10update db cfg using LOGSECOND 200

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Manual Database Creation

update db cfg using auto_reval deferred_forceupdate db cfg using decflt_rounding round_half_upupdate db cfg using SORTHEAP 0update db cfg using SHEAPTHRES_SHR AUTOMATIC

[Grants]GRANT EXECUTE ON MODULE SYSIBMADM.UTL_DIR TO PUBLIC WITH GRANT OPTIONGRANT EXECUTE ON MODULE SYSIBMADM.UTL_FILE TO PUBLIC WITH GRANT OPTIONGRANT EXECUTE ON MODULE SYSIBMADM.DBMS_SQL TO PUBLIC WITH GRANT OPTION

[Buffer pools]CREATE BUFFERPOOL REPOS_POOL IMMEDIATE SIZE 1500 PAGESIZE 32 KCREATE BUFFERPOOL CMX_POOL IMMEDIATE SIZE 3000 PAGESIZE 32 K

[Tablespaces]CREATE REGULAR TABLESPACE CMX_REPOS PAGESIZE 32 K MANAGED BY DATABASE USING ( FILE 'c:\dbhub901\CMX_REPOS\/cmx_repos01.dat' 500 M ) EXTENTSIZE 16 AUTORESIZE YES OVERHEAD 10.5 PREFETCHSIZE 16 BUFFERPOOL REPOS_POOL DROPPED TABLE RECOVERY ONCREATE REGULAR TABLESPACE CMX_DATA PAGESIZE 32 K MANAGED BY DATABASE USING ( FILE 'c:\dbhub901\CMX_DATA\/cmx_data01.dat' 500 M ) EXTENTSIZE 16 AUTORESIZE YES OVERHEAD 10.5 PREFETCHSIZE 16 BUFFERPOOL CMX_POOL DROPPED TABLE RECOVERY ONCREATE REGULAR TABLESPACE CMX_TEMP PAGESIZE 32 K MANAGED BY DATABASE USING ( FILE 'c:\dbhub901\CMX_TEMP\/cmx_temp01.dat' 500 M ) EXTENTSIZE 16 AUTORESIZE YES OVERHEAD 10.5 PREFETCHSIZE 16 BUFFERPOOL CMX_POOL DROPPED TABLE RECOVERY ONCREATE REGULAR TABLESPACE CMX_INDX PAGESIZE 32 K MANAGED BY DATABASE USING ( FILE 'c:\dbhub901\CMX_INDX\/cmx_indx01.dat' 500 M ) EXTENTSIZE 16 AUTORESIZE YES OVERHEAD 10.5 PREFETCHSIZE 16 BUFFERPOOL CMX_POOL DROPPED TABLE RECOVERY ONCREATE USER TEMPORARY TABLESPACE CMX_USER_TEMP PAGESIZE 32 K MANAGED BY DATABASE USING ( FILE 'c:\dbhub901\USER_TEMP\/cmx_user_ temp01.dat' 500 M ) EXTENTSIZE 16 AUTORESIZE YES OVERHEAD 10.5 PREFETCHSIZE 16 BUFFERPOOL CMX_POOLCREATE SYSTEM TEMPORARY TABLESPACE CMX_SYS_TEMP PAGESIZE 32 K MANAGED BY DATABASE USING ( FILE 'c:\dbhub901\SYSTEM_TEMP\/cmx_ sys_temp01.dat' 500 M ) EXTENTSIZE 16 AUTORESIZE YES OVERHEAD 10.5 PREFETCHSIZE 16 BUFFERPOOL CMX_POOL

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Modify the Build Properties

The parameters above may vary depending on hardware configuration and sizing requirements.• 16GB dedicated to DB2 instance:

• update dbm cfg using INSTANCE_MEMORY 4194304

• update db cfg using DATABASE_MEMORY 4035830

• ALTER BUFFERPOOL REPOS_POOL IMMEDIATE SIZE 16384

• ALTER BUFFERPOOL CMX_POOL IMMEDIATE SIZE 262144

• 4GB dedicated to DB2 instance:

• update dbm cfg using INSTANCE_MEMORY 940000

• update db cfg using DATABASE_MEMORY 800000

• ALTER BUFFERPOOL REPOS_POOL IMMEDIATE SIZE 3200

• ALTER BUFFERPOOL CMX_POOL IMMEDIATE SIZE 32768

Additional recommendations:• Drop default system temporary tablespace so that only CMX_SYS_TEMP

tablespace remains with CMX_POOL defined: DROP TABLESPACE tempspace1.

• To enable parallel I/O if DB files reside on several discs or on the RAID; can have exact degree of parallelism usually equal to number of used discs: db2set DB2_PARALLEL_IO=*

Modify the Build Properties

Before executing any kind of the provided database-related scripts, it is necessary to modify the db-build.properties file bundled with the distribution. It summarizes all database-related parameters into single place: database instance (optional in case of manual database creation); master repository (CMX_SYSTEM); ORS (by default CMX_ORS).

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Modify the Build Properties

Go to the distribution folder \database\db2 , and copy the db2 folder to your local machine. Open the db-build.properties file in the \db2 folder..

Note: The file might be archived, so extract its contents to some temporary folder first.

Windows version

For the Windows db-build.properties file, modify the following items:###Section of properties indented for changing

#Database host name or IP address - host name where DB2 is runningdb2.host=vm1-dazarov#Database port - TCP/IP port number used by DB2 on db2.hostdb2.port=50000#Database admin user login - the user name that is included in the#DB2ADMINs groupdb2.admin.user=db2admin#Database admin user password - the password for the db2.admin.userdb2.admin.password=ibmdb2a#Database user login on behalf of which schemas are created #-- the user name that is not included in the into DB2ADMNS group#a. For db2.user to be able to look into system dictionaries they #must be included in the user SYSMON group.#b. Create group, for example DB2MONGRP, add our user to this group #and perform:#1. db2 "update dbm cfg using sysmon_group DB2MONGRP"#2. db2stop force#3. db2start#Itis also possible to use admin user heredb2.user=db2user #Database user password - the password for db2.userdb2.password=ibmdb2#Database name - the database name - the db2.db name should not #exceed 8 charactersdb2.db_name=SIP901#System schema name - db2.cmx_system_schema=CMX_SYSTEM#ORS schema name - the name for the ORS in uppercasedb2.cmx_ors_schema=CMX_ORS

#OS group name for database administrators - the DB2 administrative #group(default is DB2ADMNS)

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Modify the Build Properties

db2.admin.group=DB2ADMNS#Database instance name of node name for remote clients #- the DB2 instance namedb2.instance=NDE2D708

#Path for database files at database server host - the path to where #the database is located. Use ‘\\’ as separators.db2.storage.path=c:\\sip901\\database

#Switch database statements log on/off at build timedb2.verbose=true

#ORS database logging indicator (1 - on, 0 - off) - the debug #indicator.(1:debug enabled, 0:debug disabled)db2.debug.ind=1#ORS database log file path - the path to where the debug is#located. This path should exist in the system.db2.debug.path=c:\\temp\\#ORS database log file name - the debug log file nameSdb2.debug.file=cmx_debug.log

###Section of properties not intended to be changed except special cases###In case of automatic database creation pay attention to the following attributes:### - db2.cmx_transaction_log.path### - db2.cmx_transaction_log.logfilsiz### - db2.cmx_transaction_log.logprimary### - db2.cmx_transaction_log.logsecond

#Shell name to execute working processesshell.name=sh

#Temporary folder nametmp.path=tmp#Build log files folderlog.path=logs

compile_dev.log_file=compile_dev.logobfuscate.log_file=obfuscate.logcreate_db.log_file=create_db.logcreate_remote_db.log_file=create_remote_db.logcreate_system.log_file=create_system.logcompile_system.log_file=compile_system.logcreate_ors.log_file=create_ors.log

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Modify the Build Properties

compile.log_file=compile.logcompile_pkg.log_file=compile_pkg.logrebind_packages.log_file=rebind_packages.logdrop_schema.log_file=drop_schema.logmigrate_ors.log_file=migrate_ors.logmigrate_system.log_file=migrate_system.log

#Path for catalog tablespacedb2.syscat.path=${db2.storage.path}\\SYSCAT\\#Path for user tablespacedb2.user.path=${db2.storage.path}\\USER\\#Path for temporary tablespacedb2.systemp.path=${db2.storage.path}\\SYSTEMP\\#CMX_REPOS buffer pool nbamedb2.cmx_repos_bp=REPOS_POOL#CMX_BP buffer pool namedb2.cmx_bp=CMX_POOL#Path for CMX_REPOS tablespacedb2.cmx_repos.path=${db2.storage.path}\\CMX_REPOS\\#Path for CMX_DATA tablespacedb2.cmx_data.path=${db2.storage.path}\\CMX_DATA\\#Path for CMX_TEMP tablespacedb2.cmx_temp.path=${db2.storage.path}\\CMX_TEMP\\#Path for CMX_INDX tablespacedb2.cmx_indx.path=${db2.storage.path}\\CMX_INDX\\#Path for CMX_USER_TEMP tablespacedb2.cmx_user_temp.path=${db2.storage.path}\\USER_TEMP\\#Path for CMX_SYS_TEMP tablespacedb2.cmx_sys_temp.path=${db2.storage.path}\\SYSTEM_TEMP\\

#Path for transaction logs at database host#In case of automatic database creation make this path exists before running create_db/create_remote_dbdb2.cmx_transaction_log.path=${db2.storage.path}/LOGS#DB2 LOGFILSIZ option value (refer database manual for details)db2.cmx_transaction_log.logfilsiz=102400#DB2 LOGPRIMARY option value (refer database manual for details)db2.cmx_transaction_log.logprimary=10#DB2 LOGSECONDARY option value (refer database manual for details)db2.cmx_transaction_log.logsecond=10

#Path to release scriptsscript.release_scripts.path=${basedir}#Path to system schema IXF filesscript.system.schema.path=${basedir}/data_schema_system

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Modify the Build Properties

#Path to ORS schema IXF filesscript.ors.schema.path=${basedir}/data_schema_ors#Path to packagesscript.pkg.path=${basedir}#Path to db2 specific proceduresscript.db2spec.path=${basedir}#Path to intermediate packagesscript.preprocessed.path=${basedir}#Path to external Java stored procedures jar filesscript.jar.path=${basedir}/jar#Path to release scriptsscript.release_dbs.path=${basedir}#Path to release tool scriptsscript.release_dbs.tools.path=${basedir}#Path to release common scriptsscript.release_dbs.common.path=${basedir}#Path to ORS migration scriptsscript.migrate.ors.path=${basedir}/db_changes/db2/ors#Path to system migration scriptsscript.migrate.system.path=${basedir}/db_changes/db2/system

#Path to intermediate packagesscript.obfuscated.path=${basedir}

#ant-contrib jar file nameant_contrib.file=ant-contrib-1.0b3.jar

#Intermediate tool pathpreprocessor.jar.path=../Projects/Build/Release

#Internal flagdb2.obfuscate=false

For UNIX:

All path-based properties in the db2-build.properties files should converted to UNIX style, namely replace all "\\" entries with "/" (there should not be any Windows-style full paths like c:\\temp).

If you want to change the name of your system schema name or your ORS schema name, modify the entries in the db-build.properties file.

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Create a DB2 Database for the Hub Store

Note: You may need to restart your DB2 server after creating the data base.

Create a DB2 Database for the Hub Store

This section describes how to create a DB2 database with the help of bundled scripts. If you choose to create the database manually, you may want to skip this section.

Once DB2 has been properly installed and configured, and the db-build.properties file has been modified, create the DB2 database and the associated tablespaces using the db2ant.bat create_db script.

Note: The instructions for running the commands assume that you are logged into your DB2 database with administrator (or ADMIN) privileges and are running commands from a command prompt.

Open a DB2 command window. To create the database and tablespaces, change directories to ...\database\db2 and type:

db2ant.bat create_db

This script creates both the DB2 database and the associated tablespaces. It is included with your Informatica MDM distribution. The DB2 database will contain your Hub Store. The script also sets the appropriate DB2 registry values.

Tablespaces Used by the Hub Store

Hub Store requires six tablespaces with the following names:

Tablespace Description

CMX_DATA Default tablespace for the ORS schema (regular tablespace).

CMX_INDX Used for indexes created and used by Informatica MDM Hub (regular tablespace).

CMX_TEMP Used for temporary tables created and used by Informatica MDM Hub; used for stored procedures (regular tablespace).

CMX_REPOS Contains objects belonging to ORS repository (regular tablespace)

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Create the Hub Store

Note: These tablespace names are required for your Hub Store.

For subsequent Hub Store setup, you will need the following information about this database:

Note: If your Informatica MDM Hub implementation will have multiple ORS databases distributed across different host servers, you will need to create DB2 databases on each of those machines.

Create the Hub Store

This section describes how to create the Hub Store and its additional databases. At a minimum, your Hub Store consists of one Master Database and one or more ORS databases.

About the Scripts

Your Informatica MDM Hub distribution includes the scripts to create the Hub Store and an additional ORS. Before using these scripts it is important to modify db-build.properties file (see previous chapter).

CMX_USER_TEMP

The tablespace used for operational temporary tables (user temporary tablespace).

CMX_SYS_TEMP

The tablespace required for SQL operations (system temporary tablespace).

Configuration Information

Database server port (such as 50000)

DB2 database server name (host running DB2)

DB2 ADMIN username (such as ADMIN)

DB2 SYSTEM password

Tablespace Description

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These scripts are:• db2ant.bat create_system - creates the Master Schema

(name: CMX_SYSTEM)

• db2ant.bat create_ors - creates one ORS schema (default name: CMX_ORS)

• db2ant.bat compile_system - compiles stored procedures for master schema

• db2ant.bat compile - compiles the master database

Note: For any *NIX systems, name of the shell scripts is db2ant.sh.

You can run these scripts for stored procedures for a particular ORS when you first install the Informatica MDM Hub. Once the Hub Store is created, if you need to add more ORS databases, you can run db2ant.bat create_ors according to the instructions in “Create an ORS Database” on page 30.

Default Database Names and Usernames

When running the script, the default master schema name is CMX_SYSTEM and the default ORS schema name is CMX_ORS. The ORS can be named any name less than eight characters. MDM Hub can support multiple ORSs

Create the Master Database (UNIX)

Complete the following steps to create the Master Database:1. Create a directory on the DB2 database server host or on a client workstation that

has the DB2 client installed with DB2 utilities (db2-binary).

Copy all of the files from the Informatica MDM Hub distribution (<infamdm_distribution_folder>/database/db2) to the directory you just created..

Note: These files might be archived.

2. Change directory to the temporary directory you just created.

3. Modify the db-build.properties file. See “Modify the Build Properties” on page 19 for more details).

4. Execute the script in the database/db2 directory:

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./db2ant.sh create_system

5. After the setup script is complete, check the following log file:

• create_system.log

These log files are in the directory /database/db2/logs. Review these files to ensure that no errors occurred.

• You may see some warnings, which can be ignored.

• Errors must be addressed. If you see database errors in the logs, resolve these first with your DBA and/or database vendor, and then re-run the db2ant.sh create_system script.

• Copy the log files to the installation documentation directory you created earlier. See “Documenting Your Installation” on page 8 for instructions.

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6. Execute the script in the database/db2 directory:

db2ant.sh complie_system./db2ant.sh compile_system

After the compile script is complete, this log file is created in the log directory from which you ran the scripts:

• compile_system.log

7. Review this file to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed. If you see database errors in the logs, resolve these first with your DBA.

Note: After you install the Informatica MDM Hub software, you will need to register the newly-created ORS databases (CMX_ORS) using the Databases tool in the Hub Console. For more information, see “Post-Installation Tasks” on page 170.

Create the Master Database (Windows)

If DB2 is running in the Windows environment, complete the following steps to create the Master Database:1. Create a temporary directory on the DB2 database server host or on a client

workstation that has a DB2 client installed with DB2 utilities.

Copy all of the files from the Informatica MDM Hub distribution (<infamdm_distribution_folder>/database/db2) to the directory you just created.

Note: The files may be archived .

2. Open a command window.

Go to the Windows Start menu. choose Run and enter cmd.

3. Go to the temporary directory you just created.

4. Modify the db-build.properties file. See “Modify the Build Properties” on page 19 for more details.

5. Run the db2ant.bat create_system script. Change diretories to ...\database\db2 directory and type the following command:

db2ant.bat create_system

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Test the Database Connection

6. After the setup script is complete, check the following log file:

• create_system.log

These log files are in the directory /database/db2/logs. Review these files to ensure that no errors occurred.

• You may see some warnings, which can be ignored.

• Errors must be addressed. If you see database errors in the logs, resolve these first with your DBA and/or database vendor, and then re-run the db2ant.bat create_system.

• Copy the log files to the installation documentation directory you created earlier. See “Documenting Your Installation” on page 8 for instructions.

7. db2ant.bat compile_system

After the compile script is complete, this log file is created in the log directory from which you ran the scripts:

• compile_system.log

Review this file to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed. If you see database errors in the logs, resolve these first with your DBA.

Test the Database Connection

Test the database connections from all the machines on which you plan to run either the Hub Server or a Cleanse Match Server. To test these connections, complete the following steps on each machine:1. Connect to the database with the following command:

db2 connect to local_db_name user username

using password.

The user is the user that will be used for accessing ORSs in this database.

2. Check to make sure that you can list all the tables with the following command:

db2 list tables for all;

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Create an ORS Database

3. Disconnect from the database wiht following command:

db2 disconnect_local_db_name

4. Verify that the database connections work properly.

Create an ORS Database

This section describes how to create an ORS database in the Hub Store. The instructions in this section assume that you have already created the Master Database according to the instructions in “Create the Hub Store” on page 25.

About the db2ant.bat create_ors Script

Your Informatica MDM Hub distribution includes a db2ant.bat create_ors script that:• creates one ORS schema (default name: CMX_ORS)

Important: A Master schema is required to run the db2ant.bat create_ors script. It does not create a Master Schema for you.

Default Schema Name

When running the db2ant.bat create_ors script, the default ORS schema name is CMX_ORS. You can change this name in the db2-build.properties file.

Adding an ORS (UNIX)

To set up the Hub Store with an additional ORS schema:1. Create a directory on the DB2 database server host or on a client workstation that

has the DB2 client installed with DB2 utilities.

Copy all of the files from the distribution directory <infamdm_distribution_folder>/database/db2) to the directory you just created.

Note: The directory might be archived.

2. Change directory to the temporary directory you just created.

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3. Modify the db-build.properties file so that the db2.cmx_ors_schema has the name of the new schema. See “Modify the Build Properties” on page 19 for more details.

4. Run the db2ant.sh create_ors script.

Change directories to the .../database/db2 directory and type the appropriate command for your system:

Linux, Solaris, and AIX:

./db2ant.sh create_ors

5. After the setup scripts are complete, these log files are created in the log directory from which you ran the scripts:

• create_ors.log

Review this file to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed.

If you see database errors in the logs, resolve these first with your DBA. Then re-run the db2ant.sh create_ors script.

6. Run the db2ant.sh compile script.

7. After the compile script is complete, this log file is created in the log directory from which you ran the scripts:

• compile.log

The compile may take a long time.

Review this file to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed. If you see database errors in the logs, resolve these first with your DBA

8. After creating the ORS, you need to register it in the Master Database using the Databases tool in the Hub Console according to the instructions in “Post-Installation Tasks” on page 170.

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Adding an ORS (Windows)

To set up the Informatica MDM Hub schemas with an additional ORS schema:1. Create a temporary directory on the DB2 database server or on a client

workstation that has DB2 client installed with DB2 utilities.

Copy all of the files from the Informatica MDM Hub distribution (from <MDM_Install_Directory>\server\resources\database\db2) to the temporary directory you just created.

2. Open a command window.

Go to the Windows Start menu. choose Run and enter cmd.

3. Go to the temporary directory you just created.

4. Modify the db-build.properties file. See “Modify the Build Properties” on page 19 for more details.

5. Run the db2ant.bat create_ors script. Change directories to the ...\database\db2 directory and type the following command:

db2ant.bat create_ors

6. After the setup scripts are complete, these log files are created in the log directory from which you ran the scripts:

• create_ors.log

Review these files to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed.

If you see database error in the logs, resolve these first with your DBA and your RDBMS vendor, and then re-run the db2ant.bat create_ors script.

7. Run the db2ant.bat compile script.

The compile may take a long time.

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8. After the compile script is complete, this log file is created in the log directory from which you ran the scripts:

• compile.log

Review this file to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed. If you see database errors in the logs, resolve these first with your DBA.

9. After creating the ORS, you need to register it in the Master Database using the Databases tool in the Hub Console according to the instructions in “Post-Installation Tasks” on page 170.

Note: After you install the Informatica MDM Hub software, you will need to register the newly-created ORS databases (CMX_ORS) using the Databases tool in the Hub Console. For more information, see “Post-Installation Tasks” on page 170.

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Installing the Hub Server

This chapter explains how to install and configure the Hub Server in your Informatica MDM Hub implementation. Instructions are organized alphabetically by application server and platform.

Chapter Contents

• About the Hub Server

• Installing the Hub Server (JBoss/UNIX)

• Installing the Hub Server (WebSphere/UNIX)

• Installing the Hub Server (JBoss/Windows)

• Installing the Hub Server (WebSphere/Windows)

• Changing Passwords After Installation

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About the Hub Server

About the Hub Server

Note: This section applies to the Hub Server regardless of platform or application server environment.

The Hub Server is the run-time component that manages core and common services for the Informatica MDM Hub. The Hub Server is a J2EE application, deployed on the application server, that orchestrates the data processing within the Hub Store, as well as integration with external applications.

Application Server and Connection Pooling

Informatica MDM Hub uses connection pooling from datasource facilities provided by your J2EE application server. The Hub Server requires:• one datasource for the Master Database

• a datasource for each ORS database that is accessed through the server.

Manually Configuring Message Queues for Asynchronous SIF Requests

The Hub Server installer automatically sets up message queues and connection factory configuration. If you need to manually configure your message queues or connection factories for testing or troubleshooting purposes, see Appendix B, “Manually Configuring Informatica System Message Queues.”

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PostInstallSetup

After the Hub Server installer copies the files to the Informatica installation directory, the Hub Server must be deployed and configured on the application server via the post-installation process. You can choose to have the installation program perform the post-installation process for you, or you can end the program before post-installation begins and do it manually using the postinstallsetup script.

Separating the installation and post-installation (deployment) functions has a few advantages:• It enables you to make sure that the application server starts up successfully before

you deploy it.

• It simplifies troubleshooting.

• It enables you to deploy the application using the application server’s administration console.

Single Informatica MDM Hub Version Requirement

All the components of your Informatica MDM Hub implementation must be of the same Informatica MDM Hub version. If you have multiple versions of Informatica MDM Hub installed, each version must be installed in a separate environment. Different versions of Informatica MDM Hub cannot co-exist in the same environment.

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Installing the Hub Server (JBoss/UNIX)

Installing the Hub Server (JBoss/UNIX)

This section describes how to install the Hub Server running in the JBoss application server environment on the UNIX platform.

Note: JBoss 5 should use JDK 1.6.0.14 or highter..

Installation Overview

Hub Server installation involves the following steps:

Preparing for Installation

Complete the tasks in this section before you install the Hub Server.

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 38

2 Install the Hub Server by running the installer.

“Running the Hub Server Installer” on page 41

3 Specify or change Hub Server configuration settings.

“Configuring the Hub Server” on page 46

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Fulfill Hardware and Software Requirements

Before you install the Hub Server, fulfill the hardware and software requirements for the Hub Server as described in the Informatica MDM Hub Release Notes. In particular, make sure you have the correct version of the DB2 drivers.

Obtain an Informatica License File

Obtain an Informatica license file. The Hub Server installer will not install the Informatica MDM Hub without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

Verify Physical Memory

Verify that you have sufficient physical memory available to satisfy the runtime needs of all the Informatica software you intend to install. Use the following formula to determine your physical memory requirements:Total Informatica runtime memory footprint = JDK JVM max heap size of the application server +OS native heap size (which varies for 32-bit and 64-bit platforms)

Note: Your memory requirements will depend on your particular implementation and data volumes.

Verify Available Storage

The Hub Server requires 500MB of available disk space.

Install and Configure JBoss

Install and configure JBoss according to the instructions in the JBoss documentation.

Configure JBoss to Use a DB2 Datasource

To configure JBoss to use a DB2 datasource:

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• Copy the following new DB2 JDBC driver files to your <JBoss_install_dir>/lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

• The user that runs the application server should have rights to execute DB2 commands (like: db2 connect to).

Add these lines to the user's shell properties file:

if [ -f <db2_instance_owner_home>/db2/sqllib/db2profile ]; then <db2_instance_owner_home>/db2/sqllib/db2profile fi

Disable JMX Invoker Authentication

If JMX Invoker Authentication is enabled for your JBoss server, you must disable it in order to successfully create a datasource during ORS registration in the Hub Console. To disable JMX Invoker Authentication:1. Edit the following file:

<JBoss_install_dir>/server/<configuration_name>/deploy/jmx-invoker-service.xml

2. Remove or comment out the following lines:

<!-- Uncomment to require authenticated users ><interceptor code="org.jboss.jmx.connector.invoker.AuthenticationInterceptor" securityDomain="java:/jaas/jmx-console"/ -->

Configure the JVM Memory Allocation Pool

Configure the JVM memory allocation pool parameters. Start with the following settings and modify as appropriate for your implementation.

set JAVA_OPTS=%JAVA_OPTS% -Xms256m -Xmx768m -Xss1000k -XX:PermSize=64m -XX:MaxPermSize=256m

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Installing the Hub Server (JBoss/UNIX)

Starting the JBoss Server

In order to successfully launch the Hub Console, you need to complete the following steps to start the JBoss server:1. Go to the following directory:

jboss-5.1.0.GA/bin

2. Run the following command:

run.sh -b 0.0.0.0

Running the Hub Server Installer

The Hub Server Installer is the program used to install the Hub Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: You must use the same username to install both Hub Server and

Cleanse Match Server. In addition, if you are installing the server and cleanse software on the same machine, the users who install them must belong to the same UNIX group.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

Installation Steps

To run the Hub Server Installer:1. Make sure that your application server is started and running correctly.

2. If you are installing from a remote client, start an X windows session and set the display value to the remote client.

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3. Go to the directory where the Hub Server installer resides. In the distribution, the Hub Server installer is in the following directory:

• Solaris: /solaris/mrmserver

• HP-UX: /hpux/mrmserver

• Linux: /linux/mrmserver

• AIX: /aix/mrmserver

4. Begin the installation process with the following command:

For the GUI installer:

./hub_install.bin

For the Console mode installer (see Appendix A, “Installing from the Command Line”):

./hub_install.bin -i console

Note: To bypass the prerequisite validation in the installation, see “Bypassing Prerequisite Installation” on page 191.

The Hub Server Installer displays the Introduction screen.

5. Click Next to continue.

The License Agreement screen is displayed.

6. Select “I accept the terms of the License Agreement” and then click Next.

The Choose Install Folder screen is displayed.

Important: Do not use a path that has spaces in the directory or folder names.

Note: If you enter a location that has a previously-installed version of Informatica software, the Hub Server installer will ask you if you want to replace your existing installation. For details on the upgrade process, see the Informatica MDM Upgrade Technical Note.

7. Do one of the following:

• Click Next to install Hub Server in the default location.

• Enter the path to the installation folder. Click Next.

• Click the Choose button to choose another location in which to install the Informatica Hub Server. Click Next.

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The Choose Link Folder screen is displayed.

8. Choose a link folder (or select the option to not create links). Click Next.

The Enter Location of License File screen is displayed.

9. Click Choose to select a license file.

Make sure you have a valid license file from Informatica. The Hub Server installer will not install Informatica MDM Hub without a license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

If you entered the license path, click Next to continue.

The Application Server screen is displayed.

10. Select the JBoss application server. Click Next.

Note: You must be sure that you have supported versions of your application server, or the Hub Server installer will display error messages and you will be unable to continue with the installation. For the latest application server compatibility requirements, see the Release Notes.

The JBoss Application Server Home screen is displayed.

11. Configure your JBoss settings.

a. Specify the application server installation directory. Click Next.

The JBoss Application Server Configuration Name screen is displayed.

b. Specify the Configuration Name (default is production). Click Next.

The JBoss Pre-requisites warning is displayed.

c. Click OK.

The JBoss Application Server Port screen is displayed.

d. Specify your RMI port.

The default port number is in the following file:

<JBoss_install_dir>server/<configuration_name>/conf/bindingservice.beans/META-INF/bindings-jboss-beans.xml

Open bindings-jboss-beans.xml and specify your RMI port number.

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Note: The JBoss port can conflict with the default DB2 port. If that is the case for your installation, you must change one of the ports to resolve the conflict. To change the port number, open jboss-service.xml for editing, search for the word port., and set the port value to match the value you have set on the JBoss Application Server Port screen.

12. Click Next.

The Database Selection screen is displayed.

13. Select DB2. Click Next.

The DB2 Database Connection Type Selection screen is displayed.

14. Enter the following settings for the DB2 database to which you want to connect: server name, port number, Database Name, System Schema, DBA Username and DBA Password. Click Next.

The Deploy screen is displayed.

15. Click Yes to run the script during the installation, or click No to manually run it later. For more information about the post-installation process, see “PostInstallSetup” on page 37. Click Next.

The Pre-Installation Summary screen is displayed.

16. If you want to change any options, click the Previous button to navigate to the appropriate screens.

17. Once the summary reflects the options you want, click Install to start the installation process.

The Please Wait screen displays while the Hub Server installer configures your system.

When the installation completes, the Install Complete screen is displayed.

18. Click Done to exit the Hub Server Installer.

Installation Log Files

The following files are useful for troubleshooting any Hub Server installation process (see “Informatica MDM Hub Log Files” on page 186). Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will

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be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

Location / Log File Description

<MDM_Install_Directory>/hub/server/Informatica_MDM_Hub_Server_InstallLog.xml

Contains log messages for the Hub Server installation.

<MDM_Install_Directory>/hub/server/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

<MDM_Install_Directory>/hub/server/infamdm_installer_debug.txt

Contains debug messages.

<MDM_Install_Directory>/hub/server/logs/postInstallSetup.log

Contains the postInstallSetup messages for the script.

<MDM_Install_Directory>/hub/server/logs/cmxserver.log Hub Server log. When the server started, it created this file.

JBoss log files (such as <JBoss_install_dir>/server/<configuration_name>/log/server.log)

Located in the tree under the JBoss install directory.

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Installing the Hub Server (JBoss/UNIX)

Configuring the Hub Server

This section describes how to configure the Hub Server after it is installed.

Hub Server EAR File

During run time, the Hub Server application must locate the installation from which it was deployed. Therefore, do not transfer the EAR file for deployment on another machine. For example, if you installed Hub Server on a Marketing machine and then deployed the EAR file on the Sales machine, the application on Sales would not be able to locate the installation for configuration information such as logging.

Configuring the Logging Settings

You can configure the <MDM_Install_Directory>/hub/server/conf/jboss-log4j.xml for logging. The default value is INFO for jboss-log4j.xml. You can turn on DEBUG for mrmserver by replacing INFO with DEBUG in jboss-log4j.xml. For JBoss, the jboss-log4j.xml file is located instead in the conf directory under the JBoss default server directory.

Setting the Configuration Properties

You can configure the cmxserver.properties file located in <MDM_Install_Directory>/hub/server/resources directory. After you update this file, you must restart the Hub Server application to reload the settings in the file. The values in this file reflect your installation.

Your file looks similar to this:

cmx.home=/infamdm/hub/servercmx.server.masterdatabase.type=db2cmx.appserver.type=jboss

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cmx.appserver.rmi.port=1099cmx.appserver.naming.protocol=jnpjnlp.initial-heap-size=128mjnlp.max-heap-size=192mcmx.server.datalayer.cleanse.execution=SERVERcmx.server.datalayer.cleanse.working_files.location=/infamdm/hub/server/logscmx.server.datalayer.cleanse.working_files=LOCAL

Note: If you are using JBoss and need to change ports because of port conflicts, you must ensure that the cmx.appserver.rmi.port value is the same as the JNP port number, not the RMI port number. The value of the JNP port number is in the <JBoss_install_dir>/server/<configuration_

name>/conf/bindingservice.beans/META-INF/bindings-jboss-beans.xml file, in the following attribute: <attribute name="Port">1099</attribute>.

Changing Your JBoss Settings

If you keyed in incorrect JBoss settings during the installation process, you can change those values after installation.

To change your JBoss settings:1. Open the following file for editing:

<MDM_Install_Directory>/bin/build.properties

2. Modify your JBoss configuration settings.

3. Save and close build.properties.

4. Run the postInstallSetup.sh script according to the instructions in “Running the Post-Install Process Manually” on page 48.

5. Restart the application server.

Changing Passwords

After you have installed Hub Server, you can change the password for the CMX_SYSTEM and CMX_ORS users. For more information, see “Changing Passwords After Installation” on page 86.

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Performing Post-Installation Tasks

This section describes tasks that you might need to perform after running the Hub Server installer.

Running the Post-Install Process Manually

If you chose to have the Hub Server installer skip the post-install process, you must run this script manually. By default, this script is located in the following directory:

/<MDM_Install_Directory>/hub/server

To run the post-install process manually, run the following command from a command prompt:

postinstallsetup.sh

Manually Redeploying the Hub Server Application (JBoss/UNIX)

If you need to manually redeploy the Hub Server application, see the instructions in “Manually Redeploying the Hub Server (JBoss/UNIX)” on page 202.

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Installing the Hub Server (WebSphere/UNIX)

This section describes how to install the Hub Server running in the WebSphere application server environment on the UNIX platform.

Installation Overview

Hub Server installation involves the following steps:

Preparing for Installation

Complete the tasks in this section before you install the Hub Server.

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 49

2 Install the Hub Server by running the installer.

“Running the Hub Server Installer” on page 51

3 Specify or change Hub Server configuration settings.

“Configuring the Hub Server” on page 59

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Fulfill Hardware and Software Requirements

Before you install the Hub Server, fulfill the hardware and software requirements for the Hub Server as described in the Informatica MDM Hub Release Notes. In particular, make sure you have the correct version of the DB2 drivers.

Obtain an Informatica License File

Obtain an Informatica license file. The Hub Server installer will not install Informatica MDM Hub without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

Verify Physical Memory

Verify that you have sufficient physical memory available to satisfy the runtime needs of all the Informatica software you intend to install. Use the following formula to determine your physical memory requirements:Total Informatica runtime memory footprint = JDK JVM max heap size of the application server +OS native heap size (which varies for 32-bit and 64-bit platforms)

Note: Your memory requirements will depend on your particular implementation and data volumes.

Verify Available Storage

The Hub Server requires 500MB of available disk space.

Install and Configure WebSphere

Install and configure WebSphere according to your WebSphere documentation.

Configure WebSphere to Use a DB2 Datasource

To configure WebSphere to use a DB2 datasource:

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• Copy the following new DB2 JDBC driver files to your <WebSphere_install_dir>/lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

Note: Be sure to use the approriate IBM driver for your DB2 version. See the Informatica MDM Hub Release Notes for more information.

The user that runs the application server should have rights to execute DB2 commands (like: db2 connect to).

Add these lines to the user's shell properties file:

if [ -f <db2_instance_owner_home>/db2/sqllib/db2profile ]; then <db2_instance_owner_home>/db2/sqllib/db2profile fi

Running the Hub Server Installer

The Hub Server Installer is the program used to install the Hub Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: You must use the same username to install both Hub Server and

Cleanse Match Server. In addition, if you are installing the server and cleanse software on the same machine, the users who install them must belong to the same UNIX group.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

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Installation Steps

To run the Hub Server Installer:1. Make sure that your application server is started and running correctly.

2. If you are installing from a remote client, start an X windows session and set the display value to the remote client.

3. Go to the directory where the Hub Server installer resides. In the distribution, the Hub Server installer is in the following directory:

• Solaris: /solaris/mrmserver

• HP-UX: /hpux/mrmserver

• Linux: /linux/mrmserver

• AIX: /aix/mrmserver

4. Begin the installation process with the following command:

For the GUI installer:

./hub_install.bin

For the Console mode installer (see Appendix A, “Installing from the Command Line”):

./hub_install.bin -i console

Note: To bypass the prerequisite validation in the installation, see “Bypassing Prerequisite Installation” on page 191.

The Hub Server Installer displays the Introduction screen.

5. Click Next to continue.

The License Agreement screen is displayed.

6. Select the “I accept the terms of the License Agreement” button and then click Next.

The Choose Install Folder screen is displayed.

Important: Do not use a path that has spaces in the directory or folder names.

Note: If you enter a location that has a previously installed version of Informatica software, the install will ask you if you want to patch your existing installation.

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7. Do one of the following:

• Click Next to install Hub Server in the default location.

• Enter the path to the installation folder. Click Next.

• Click the Choose button to choose another location in which to install the Informatica Hub Server. Click Next.

The Choose Link Folder screen is displayed.

8. Choose a link folder (or select the option to not create links). Click Next.

The Enter Location of License File screen is displayed.

9. Click Choose to select a license file.

Make sure you have a valid license file from Informatica. The Hub Server installer will not install Informatica MDM Hub without a license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

If you entered the license path, click Next to continue.

The Application Server screen is displayed.

10. Choose WebSphere. Click Next.

Note: You must be sure that you have supported versions of your application server, or the Hub Server installer will display error messages and you will be unable to continue with the installation. For the latest application server compatibility requirements, see the Release Notes.

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The WebSphere Application Server Home screen is displayed.

11. Configure your WebSphere settings.

a. Choose a path to the WebSphere application server. Click Next.

The prerequisites warning screen is displayed.

b. Click OK.

The WebSphere Security Selection screen is displayed. Choose whether WebSphere is security enabled from the two options; Yes or No. No is the default.

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• If you click No and Next, the WebSphere Application Server Port screen is displayed.

Set the server name, and the RMI and SOAP ports for your WebSphere application server. Click Next.

• If you click Yes and Next, the WebSphere Application Server Port and User Credentials screen is displayed.Fill in the WebSphere Username field and the WebSphere Password. Click Next.

• Fill in the server name, and the RMI, and SOAP ports for your WebSphere application server. Click Next.

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The Database Selection screen is displayed.

12. Select DB2. Click Next.

The DB2 Database Connection Type Selection screen is displayed.

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13. Enter the following settings for the DB2 database to which you want to connect: server name, port number, Database Name, System Schema, DBA Username, and DBA Password.

Click Next.

14. Click Next.

The Deploy screen is displayed.

15. Click Yes to run the script during the installation, or click No to manually run it later. For more information about the post-installation process, see “PostInstallSetup” on page 37. Click Next.

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The Pre-Installation Summary screen is displayed.

16. If you want to change any options, click the Previous button to navigate to the appropriate screens.

17. Once the summary reflects the options you want, click Install to start the installation process.

The Please Wait screen displays while the Hub Server installer configures your system.

When the installation completes, the Install Complete screen is displayed.

18. Click Done to exit the Hub Server installer.

Installation Log Files

The following files are useful for troubleshooting any Hub Server installation process (see “Informatica MDM Hub Log Files” on page 186). Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will

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be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

Configuring the Hub Server

This section describes how to configure the Hub Server after it is installed.

Hub Server EAR File

During run time, the Hub Server application must locate the installation from which it was deployed. Therefore, do not transfer the EAR file for deployment on another machine. For example, if you installed Hub Server on a Marketing machine and then

Location / Log File Description

<MDM_Install_Directory>/hub/server/Informatica_MDM_Hub_Server_InstallLog.xml

Contains log messages for the Hub Server installation.

<MDM_Install_Directory>/hub/server/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

<MDM_Install_Directory>/hub/server/infamdm_installer_debug.txt

Contains debug messages.

<MDM_Install_Directory>/hub/server/logs/postInstallSetup.log

Contains the postInstallSetup messages for the script.

<MDM_Install_Directory>/hub/server/logs/cmxserver.log Hub Server log. When the server started, it created this file.

WebSphere log files in the following location: <WebSphere_install_dir>/profiles/AppSrv01/logs/<servername>.

Name of log files: startServer.log, stopServer.log, SystemErr.log, and SystemOut.log.

Located in the tree under the WebSphere install directory.

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deployed the EAR file on the Sales machine, the application on Sales would not be able to locate the installation for configuration information such as logging.

Configuring the Logging Settings

You can configure the <MDM_Install_Directory>/hub/server/conf/log4j.xml for logging. The default value is INFO for log4j.xml. You can turn on DEBUG for mrmserver by replacing INFO with DEBUG in log4j.xml.

Setting the Configuration Properties

You can configure the cmxserver.properties file located in <MDM_Install_Directory>/hub/server/resources directory. After you update this file, you must restart the Hub Server application to reload the settings in the file. The values in this file reflect your installation.

Your file looks similar to this:

cmx.home=/infamdm/hub/servercmx.server.masterdatabase.type=db2cmx.appserver.type=webspherecmx.appserver.rmi.port=50000cmx.appserver.naming.protocol=iiopjnlp.initial-heap-size=128mjnlp.max-heap-size=192mcmx.server.datalayer.cleanse.execution=SERVERcmx.server.datalayer.cleanse.working_files.location=/infamdm/hub/server/logscmx.server.datalayer.cleanse.working_files=LOCAL

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Changing Your WebSphere Settings

If you keyed in incorrect WebSphere settings during the installation process, you can change those values after installation.

To change your WebSphere settings:1. Open the following file for editing:

<MDM_Install_Directory>/bin/build.properties

2. Modify your WebSphere configuration settings.

3. Save and close build.properties.

4. Run the postInstallSetup.sh script according to the instructions in “Running the Post-Install Process Manually” on page 61.

5. Restart the application server.

Changing Passwords

After you have installed Hub Server, you can change the password for the CMX_SYSTEM and CMX_ORS users. For more information, see “Changing Passwords After Installation” on page 86.

Performing Post-Installation Tasks

This section describes tasks that you might need to perform after running the Hub Server installer.

Running the Post-Install Process Manually

If you chose to have the Hub Server installer skip the post-install process, you must run this script manually. By default, this script is located in the following directory:

/<MDM_Install_Directory>/hub/server

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To run the post-install process manually, run the following command from a command prompt:

postinstallsetup.sh -Ddatabase.password=<yourDBPassword>

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

Checking the Version and Build Number

Check one of the following files to find out the Hub Server version and build number:• manifest.mf JAR entry inside the <MDM_Install_Directory>

/hub/siperian-mrm-hub.ear file

• Other places to check: <MDM_Install_Directory>/hub/bin/versionInfo.sh file

<infamdm_install_directory>/hub/conf/versionInfo.xml

Installing the Hub Server (JBoss/Windows)

This section describes how to install the Hub Server running in the JBoss application server environment on the Windows platform.

Note: JBoss 5 should use JDK 1.6.0.14 or highter..

Installation Overview

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Hub Server installation involves the following steps:

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 64

2 Install the Hub Server by running the installer.

“Running the Hub Server Installer” on page 67

3 Specify or change Hub Server configuration settings.

“Configuring the Hub Server” on page 71

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Preparing for Installation

Complete the tasks in this section before you install the Hub Server.

Fulfill Hardware and Software Requirements

Before you install the Hub Server, fulfill the hardware and software requirements for the Hub Server as described in the Informatica MDM Hub Release Notes. In particular, make sure you have the correct version of the DB2 drivers.

Obtain an Informatica License File

Have a Informatica license file. The Hub Server installer will not install Informatica MDM Hub without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

Verify Physical Memory

Verify that you have sufficient physical memory available to satisfy the runtime needs of all the Informatica software you intend to install. Use the following formula to determine your physical memory requirements:

Total Informatica runtime memory footprint = JDK JVM max heap size of the application server + Window’s native heap size

By default, Windows has a 2GB limit to the amount of memory it will allow to be used by a single process. This 2GB limit is the limit within which the total Informatica MDM Hub runtime memory footprint must fit.

Make sure that there is enough physical RAM available to satisfy the runtime needs of all the Informatica software you intend to install. With all your non-Informatica

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applications turned on, use the following formula to determine if your physical RAM is adequate:

min physical RAM available >= Window’s native process memory limit >=(application server JVM maximum heap size + <cleanse_engine> memory size)

For more information about RAM and physical memory, consult your Windows documentation.

Verify Available Storage

The Hub Server requires 500MB of available disk space.

Install and Configure JBoss

Install and configure JBoss according to the instructions in the JBoss documentation.

Configure JBoss to Use a DB2 Data Source

To configure JBoss to use a DB2 data source:• Copy the following new DB2 JDBC driver files to your

<JBoss_install_dir>\server\<configuration_name>lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

Configure the JVM Memory Allocation Pool

Configure the JVM memory allocation pool parameters. Start with the following settings and modify as appropriate for your implementation.

set JAVA_OPTS=%JAVA_OPTS% -Xms256m -Xmx768m -Xss1000k -XX:PermSize=64m -XX:MaxPermSize=256m

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Disable JMX Invoker Authentication (Windows)

If JMX Invoker Authentication is enabled for your JBoss server, you must disable it in order to successfully create a datasource during ORS registration in the Hub Console. To disable JMX Invoker Authentication:1. Edit the following file:

<jboss_home>\server\<configuration_name>\deploy\jmx-invoker-service.xml

2. Remove or comment out the following lines:

<!-- Uncomment to require authenticated users ><interceptor code="org.jboss.jmx.connector.invoker.AuthenticationInterceptor" securityDomain="java:/jaas/jmx-console"/ -->

Starting the JBoss Server

In order to successfully launch the Hub Console, you need to complete the following steps to start the JBoss server:1. Go to the following directory:

jboss-5.1.0.GA\bin

2. Run the following command:

run.bat -b 0.0.0.0

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Running the Hub Server Installer

The Hub Server Installer is the program used to install the Hub Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: You must use the same username to install both Hub Server and

Cleanse Match Server.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

Installation Steps

To install Hub Server:1. Ensure that the application server has started and running correctly.

2. Run the Hub Server installer (hub_install.exe), which is located on the distribution in the \mrmserver\windows directory.

The Hub Server installer displays the Introduction screen.

3. Click Next to continue.

The License Agreement screen is displayed.

4. Select the “I accept the terms of the License Agreement” button and then click Next.

The Choose Install Folder screen is displayed.

Important: Do not use a path that has spaces in the directory or folder names.

Note: If you enter a location that has a previously installed version of Informatica software, the install will ask you if you want to patch your existing installation. For details on the upgrade process, see the Informatica MDM Upgrade Technical Note.

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5. Do one of the following:

• Click Next to install Informatica MDM Hub in C:\infamdm\hub\server.

• Enter the path to the installation folder. Click Next.

• Click the Choose button to choose another location to install Informatica MDM Hub and then click Next.

The Choose Shortcut Folder screen is displayed.

6. Select a shortcut folder, then click Next to continue.

The Enter Location of License File screen is displayed.

7. Click Choose to select a license file. Informatica provides you with a license file. If you do not have the license file, you cannot continue with the install. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain the license file.

Click Next to continue.

The Application Server screen is displayed.

8. Choose JBoss and then click Next.

The JBoss Application Server Home screen is displayed.

9. Configure your JBoss settings.

a. Specify the application server installation directory. Click Next.

The JBoss Application Server Configuration Name screen is displayed.

b. Specify the Configuration Name (default is production). Click Next.

The JBoss Pre-requisites warning is displayed.

c. Click OK.

The JBoss Application Server Port screen is displayed.

d. Specify your RMI port.

The default port number is in the following file:

<JBoss_install_dir>\server\<configuration_name>\conf\bindingservice.beans\META-INF\bindings-jboss-beans.xml.

Open bindings-jboss-beans.xml and specify your RMI port number.

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Note: The JBoss port can conflict with the default DB2 port. If that is the case for your installation, you must change one of the ports to resolve the conflict. To change the port number, open jboss-service.xml for editing, search for the word port., and set the port value to match the value you have set on the JBoss Application Server Port screen.

10. Click Next.

The Database Selection screen is displayed.

11. Select DB2. Click Next.

The DB2 Database Information screen is displayed.

12. Enter the following settings for the DB2 database to which you want to connect: server name, port number, Database Name, System Schema, DBA Username. and DBA Password

13. Click Next.

The PostInstallSetup script (Deploy) screen is displayed.

14. Click Yes to run the script during the installation, or click No to manually run it later. For more information about the post-installation process, see “Running the Post-Install Process Manually” on page 73. Click Next.

The Pre-Installation Summary screen is displayed.

15. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary reflects the options you want, click Install to start the installation process.

When the installation completes, the Install Complete screen is displayed.

16. Click Done to exit the Hub Server installer.

Installation Log Files

The following files are useful for troubleshooting any Hub Server installation process (see “Informatica MDM Hub Log Files (Windows)” on page 189). Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will

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be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

Location / Log File Description

<MDM_Install_Directory>\hub\server\Informatica_MDM_Hub_Server_InstallLog.xml

Contains log messages for the Hub Server installation.

<MDM_Install_Directory>\hub\server\logs\installPrereq.log

Contains the prerequisite messages generated during installation.

<MDM_Install_Directory>\hub\server\infamdm_installer_debug.txt

Contains debug messages.

<MDM_Install_Directory>\hub\server\logs\postInstallSetup.log

Contains the postInstallSetup messages for the script.

<MDM_Install_Directory>\hub\server\logs\cmxserver.log Hub Server log. When the server started, it created this file.

JBoss log files

Example: <JBoss_install_dir>\server\<configuration_name>\log\server.log

Located in the tree under the JBoss install directory.

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Configuring the Hub Server

This section describes how to configure the Hub Server after it is installed.

Hub Server EAR File

During runtime, the Hub Server application must locate the installation it was deployed from. Therefore, it is not recommended to carry the EAR file to deploy onto another machine. For example, if you installed Hub Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information such as logging.

Configuring the Logging Settings

You can configure the log4j.xml for logging. The default value is INFO. You can turn on DEBUG for mrmserver by replacing INFO with DEBUG in log4j.xml. After you update this file, you must restart the Hub Server application. For JBoss, the log4j.xml file is located instead in the conf directory under the JBoss default server directory (such as <JBoss_install_dir>\server\<configuration_name>\conf\jboss-log4j.xml).

Setting the Configuration Properties

You can configure the cmxserver.properties file located in <MDM_Install_Directory>\hub\server\resources directory. After you update this file, you must restart the Hub Server application to reload the settings in the file. The values in this file reflect your installation.

Your file should look similar to the following example:

cmx.home=C:\infamdm\hub\servercmx.server.masterdatabase.type=db2

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cmx.application.server.type=jbosscmx.appserver.web.port=8080cmx.appserver.rmi.port=1099cmx.appserver.naming.protocol=jnpcmx.appserver.soap.connector.port=jnlp.initial-heap-size=128mjnlp.max-heap-size=192mcmx.server.datalayer.cleanse.execution=SERVERcmx.server.datalayer.cleanse.working_files.location=C:\infamdm\hub\server\logscmx.server.datalayer.cleanse.working_files=LOCAL

Note: If you are using JBoss and need to change ports because of port conflicts, you must ensure that the cmx.appserver.rmi.port value is the same as the JNP port number, not the RMI port number. The value of the JNP port number is in the <JBoss_install_home>/server/default/conf/bindingservice.beans

/META-INF/bindings-jboss-beans.xml file, in the following attribute: <attribute name="Port">1099</attribute>.

Changing Your JBoss Settings

If you keyed in the incorrect JBoss settings during the installation process, complete the following:1. Open the following file for editing:

<MDM_Install_Directory>\server\bin\build.properties

2. Modify your JBoss configuration settings.

3. Save and close build.properties file.

4. Run the postInstallSetup script according to the instructions in “Running the Post-Install Process Manually” on page 73.

5. Restart the application server.

Changing Passwords

After you have installed Hub Server, you can change the password for the CMX_SYSTEM and CMX_ORS users. For more information, see “Changing Passwords After Installation” on page 86.

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Performing Post-Installation Tasks

This section describes tasks that you might need to perform after running the Hub Server installer.

Running the Post-Install Process Manually

If you chose to have the Informatica MDM Hub installation program skip the post-install process, you must run this script manually.

By default, this script is located in the following directory:

<MDM_Install_Directory>\hub\server

For example, the default is C:\infamdm\hub\server.

To run the post-install script manually, run the following command from a command prompt:

postInstallSetup.bat

Manually Redeploying the Hub Server Application

If you need to manually redeploy the Hub Server application, see the instructions in “Manually Redeploying Hub Server (JBoss/Windows)” on page 210.

Installing the Hub Server (WebSphere/Windows)

This section describes how to install the Hub Server running in the WebSphere application server environment on the Windows platform.

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Installation Overview

Hub Server installation involves the following steps:

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 75

2 Install the Hub Server by running the installer.

“Running the Hub Server Installer” on page 77

3 Specify or change Hub Server configuration settings.

“Configuring the Hub Server” on page 83

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Preparing for Installation

Complete the tasks in this section before you install the Hub Server.

Fulfill Hardware and Software Requirements

Before you install the Hub Server, fulfill the hardware and software requirements for the Hub Server as described in the Informatica MDM Hub Release Notes. In particular, make sure you have the correct version of the DB2 drivers.

Obtain the Informatica License File

Obtain an Informatica license file. The Hub Server installer will not install Informatica MDM Hub without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

Verify Physical Memory

Verify that you have sufficient physical memory available to satisfy the runtime needs of all the Informatica software you intend to install. Use the following formula to determine your physical memory requirements:

Total Informatica runtime memory footprint = JDK JVM max heap size of the application server + Window’s native heap size

By default, Windows has a 2GB limit to the amount of memory it will allow to be used by a single process. This 2GB limit is the limit within which the total Informatica MDM Hub runtime memory footprint must fit.

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Make sure that there is enough physical RAM available to satisfy the runtime needs of all the Informatica software you intend to install. With all your non-Informatica applications turned on, use the following formula to determine if your physical RAM is adequate:

min physical RAM available >= Window’s native process memory limit >=(application server JVM maximum heap size + <cleanse_engine> memory size)

Note: Your memory requirements will depend on your particular implementation and data volumes.

For more information about RAM and physical memory, consult your Windows documentation.

Verify Available Storage

The Hub Server requires 500MB of available disk space.

Install and Configure WebSphere

Install and configure WebSphere according to your WebSphere documentation.

Configuring WebSphere to Use a DB2 Datasource

To configure WebSphere to use a DB2 datasource:• Copy the following new DB2 JDBC driver files to your

<WebSphere_install_dir>\lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

• db2_workaround_checker.jar

These files are part of your Informatica MDM DB2 distribution.

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Running the Hub Server Installer

The Hub Server Installer is the program used to install the Hub Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: You must use the same username to install both Hub Server and

Cleanse Match Server.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

Installation Steps

To install Hub Server:1. Make sure that your application server is started and running correctly.

2. Run the Hub Server installer (hub_install.exe), which is located on the distribution in the \mrmserver\windows directory.

The Hub Server installer displays the Introduction screen.

3. Click Next to continue.

The License Agreement screen is displayed.

4. Select the “I accept the terms of the License Agreement” button and then click Next.

The Choose Install Folder screen is displayed.

Important: Do not use a path that has spaces in the directory or folder names.

Note: If you enter a location that has a previously installed version of Informatica software, the install will ask you if you want to patch your existing installation.

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5. Do one of the following:

• Click Next to install Informatica MDM Hub in C:\infamdm\hub\server.

• Enter the path to the installation folder. Click Next.

• Click the Choose button to choose another location to install Informatica MDM Hub and then click Next.

The Choose Shortcut Folder screen is displayed.

6. Select a shortcut folder, then click Next to continue.

The Enter Location of License File screen is displayed.

7. Click Choose to select a license file. Informatica provides you with a license file. If you do not have the license file, you cannot continue with the install. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain the license file.

Click Next to continue.

The Application Server screen is displayed.

8. Choose WebSphere. Click Next.

The WebSphere Application Server Home screen is displayed.

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9. Configure your WebSphere settings.

a. Choose a path to the WebSphere application server. Click Next.

The reminder screen is displayed.

b. Make sure you have fulfilled the prerequisites and Click OK.

c. The WebSphere Security Selection screen is displayed. Choose whether WebSphere is security enabled from the two options; Yes or No. No is the default.

• If you click No and Next, the WebSphere Application Server Port screen is displayed.Set the server name, and the RMI and SOAP ports for your WebSphere application server. Click Next.

• If you click Yes and Next, the WebSphere Application Server Port and User Credentials screen is displayed.Fill in the WebSphere Username field and the WebSphere Password. Click Next.

• Fill in Server Name, RMI port, and SOAP Port. Click Next.

10. The Database Selection screen is displayed.

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Select DB2. Click Next.

11. Enter the following settings for the DB2 database to which you want to connect: server name, port number, Database Name, System Schema, DBA Username, and DBA Password.

Note: The default password for the CMX user is <yourDB2password>.

12. Click Next.

The PostInstallSetup script (Deploy) screen is displayed.

13. Click Yes to run the script during the installation, or click No to manually run it later. For more information about the post-installation process, see “Running the Post-Install Process Manually” on page 85. Click Next.

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The Pre-Installation Summary screen is displayed.

14. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary reflects the options you want, click Install to start the installation process.

When the installation completes, the Install Complete screen is displayed.

15. Click Done to exit the Hub Server installer.

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Installation Log Files

The following files are useful for troubleshooting any Hub Server installation process (see “Informatica MDM Hub Log Files” on page 186). Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

Location / Log File Description

<MDM_Install_Directory>\hub\server\Informatica_MDM_Hub_Server_InstallLog.xml

Contains log messages for the Hub Server installation.

<MDM_Install_Directory>\hub\server\logs\installPrereq.log

Contains the prerequisite messages generated during installation.

<MDM_Install_Directory>\hub\server\infamdm_installer_debug.txt

Contains debug messages.

<MDM_Install_Directory>\hub\server\logs\postInstallSetup.log

Contains the postInstallSetup messages for the script.

<MDM_Install_Directory>\hub\server\logs\cmxserver.log Hub Server log. When the server started, it created this file.

WebSphere log files. For example: <WebSphere_install_dir>\profiles\AppSrv01\logs\<ServerName> folder

Located in the tree under the WebSphere install directory.

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Configuring the Hub Server

This section describes how to configure the Hub Server after it is installed.

Hub Server EAR File

During runtime, the Hub Server application must locate the installation it was deployed from. Therefore, it is not recommended to carry the EAR file to deploy onto another machine. For example, if you installed Hub Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information such as logging.

Configuring the Logging Settings

You can configure the C:\infamdm\hub\server\conf\log4j.xml for logging. The default value is INFO for log4j.xml. You can turn on DEBUG for mrmserver by replacing INFO with DEBUG in log4j.xml. After you update this file, you must restart the Hub Server application.

Setting the Configuration Properties

You can configure the cmxserver.properties file located in <MDM_Install_Directory>\hub\server\resources directory. After you update this file, you must restart the Hub Server application to reload the settings in the file. The values in this file reflect your installation.

Your file looks similar to this:

cmx.home=C:\infamdm\hub\servercmx.server.masterdatabase.type=db2cmx.application.server.type=webspherecmx.appserver.rmi.port=2809

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cmx.appserver.naming.protocol=iiopcmx.appserver.soap.connector.port=8880jnlp.initial-heap-size=128mjnlp.max-heap-size=192mcmx.server.datalayer.cleanse.execution=SERVERcmx.server.datalayer.cleanse.working_files.location=C:\infamdm\hub\server\logscmx.server.datalayer.cleanse.working_files=LOCAL

Changing Your WebSphere Settings

If you keyed in the incorrect WebSphere settings during the installation process, complete the following:1. Open the following file for editing:

<MDM_Install_Directory>\server\bin\build.properties

2. Modify your WebSphere configuration settings.

3. Save and close build.properties file.

4. Run the postInstallSetup script according to the instructions in “Running the Post-Install Process Manually” on page 85.

5. Restart the application server.

Changing Passwords

After you have installed Hub Server, you can change the password for the CMX_SYSTEM and CMX_ORS users. For more information, see “Changing Passwords After Installation” on page 86.

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Performing Post-Installation Tasks

This section describes tasks that you might need to perform after running the Hub Server installer.

Running the Post-Install Process Manually

If you chose to have the Informatica MDM Hub installation program skip the post-install process, you must run this script manually.

By default, this script is located in the following directory:

<MDM_Install_Directory>\hub\server

For example, the default is C:\infamdm\hub\server.

To run the post-install script manually, run the following command from a command prompt:

postInstallSetup.bat -Ddatabase.password=<yourDB2password>

Checking the Version and Build Number

Check one of the following files to find out the Hub Server version and build number:• manifest.mf JAR entry inside the <MDM_Install_Directory>

\hub\siperian-mrm-hub.ear file

• Other places to check: <MDM_Install_Directory>\hub\bin\versionInfo.bat file

<infamdm_install_directory>\hub\conf\versionInfo.xml

Manually Redeploying the Hub Server Application

If you need to manually redeploy the Hub Server application, see the instructions in “Manually Redeploying Hub Server (WebSphere/Windows)” on page 216.

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Changing Passwords After Installation

Changing Passwords After Installation

After you have installed Hub Server, you can change passwords for CMX_SYSTEM and CMX_ORS users.

Changing the Password for the CMX_SYSTEM User

After you have installed Hub Server, you can change the password for the CMX_SYSTEM user. If you do so, you must also:• Change the password for the CMX user in DB2.

• Set the same password in the datasource in the application server.

For more information about changing passwords in Informatica MDM Hub, see the Informatica MDM Hub Administrator Guide.

Changing the Password for the CMX_ORS User

After you have installed Hub Server, you can change the username and password for the CMX_ORS user. If you do so, you must also:• Change the password for the CMX_ORS user in DB2.

• Set the same password in the datasource in the application server.

• Register the schema with the same username and password as you configured in the database and the application server. All these usernames and passwords must be the same.

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Installing the Cleanse Match Server

This chapter explains how to install and configure the Cleanse Match Server in your Informatica MDM Hub implementation. Instructions are organized alphabetically by application server and platform.

Chapter Contents

• About the Cleanse Match Server

• Installing the Cleanse Match Server (JBoss/UNIX)

• Installing the Cleanse Match Server (WebSphere/UNIX)

• Installing the Cleanse Match Server (JBoss/Windows)

• Installing the Cleanse Match Server (WebSphere/Windows)

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About the Cleanse Match Server

About the Cleanse Match Server

The Cleanse Match Server run-time component handles cleanse and match requests and is deployed in the application server environment. The Cleanse Match Server contains:• a cleanse server that handles data cleansing operations

• a match server that handles match operations

The Cleanse Match Server interfaces with any of the supported cleanse engines, as described in Informatica MDM Hub Cleanse Adapter Guide. The Cleanse Match Server and the cleanse engine work together to standardize the data and to optimize the data for match and consolidation.

Supported Cleanse Match Engines

Informatica assumes that you are familiar with your cleanse engine and have already installed and configured it prior to installing Informatica MDM Hub. See the Informatica MDM Hub Release Notes for the cleanse engines and their versions that are supported by Informatica MDM Hub.

PostInstallSetup

The Cleanse Match Server installer, by default, runs the post-installation process (postInstallSetup script) to deploy the application on your application server and perform some application server configuration. However, while running the install, you can choose to not run this post-installation process, in which case the Cleanse Match Server installer only copies the files to the installation directory. Once copied, you must manually deploy the Cleanse Match Server application on the application server and perform application server configuration.

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Separating the installation and deployment functions allows you to:• Avoid deploying the application as part of the installation process. You can

manually run the script later when you are sure the application starts up successfully.

• Deploy the application using the application server’s administrative console.

• Run the script to redeploy the application instead of reinstalling the entire Cleanse Match Server.

• Troubleshoot deployment problems outside of the installation process.

Single Informatica MDM Hub Version Requirement

All the components of your Informatica MDM Hub implementation must be of the same Informatica MDM Hub version. If you have multiple versions of Informatica MDM Hub installed, each version must be installed in a separate environment. Different versions of Informatica MDM Hub cannot co-exist in the same environment.

Installing the Cleanse Match Server (JBoss/UNIX)

This section describes how to install the Cleanse Match Server running in the JBoss application server environment on the UNIX platform.

Installation Overview

Cleanse Match Server installation involves the following steps:

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 90

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Preparing for Installation

Complete the tasks in this section before you install the Cleanse Match Server.

Fulfill Hardware and Software Requirements

Before you install the Cleanse Match Server, fulfill the hardware and software requirements for the Cleanse Match Server as described in the Informatica MDM Hub Release Notes.

Install and Configure JBoss

On the machine where you will run the Cleanse Match Server, install and configure your JBoss environment according to your JBoss documentation.

Configure JBoss to Use an DB2 Data Source

To configure JBoss to use an DB2 datasource:1. Copy the following new DB2 JDBC driver files to your

<JBoss_Installation_Directory>/server/<configuration_name>/lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

2 Install the Cleanse Match Server by running the installer.

“Running the Cleanse Match Server Installer” on page 94

3 Specify or change Cleanse Match Server configuration settings.

“Configuring the Cleanse Match Server” on page 100

Step Task Instructions

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These files are part of your Informatica MDM DB2 distribution.

Configure the JVM Memory Allocation Pool

Configure the JVM memory allocation pool parameters. Start with the following settings and modify as appropriate for your implementation.

set JAVA_OPTS=%JAVA_OPTS% -Xms256m -Xmx768m -Xss1000k -XX:PermSize=64m -XX:MaxPermSize=256m

Install and Configure Your Cleanse Engine

Install and configure your cleanse engine. Obtain any required unlock codes for that software. Make sure that you have the latest patches installed. Verify that your cleanse server operates properly. For instructions on how to configure Informatica MDM Hub to integrate with your cleanse engine, see the Informatica MDM Hub Cleanse Adapter Guide.

Obtain an Informatica License File

Obtain an Informatica license file. The Cleanse Match Server installer will not install Cleanse Match Server without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file.

Your Informatica license has the information you need to install the Cleanse Server with the Cleanse Match Server you are using. During the Cleanse Server installation, the Cleanse Match Server installer asks you for information on the Cleanse Match Server, checks the license file for corresponding Cleanse Match Server information, then stores that information in the cmxcleanse.properties file.

If you have installed a Cleanse Match Server that does not have corresponding information in the Informatica license file, the Cleanse Match Server installer does not store any information in the properties file. Therefore, the properties file displays either blank or default values for that Cleanse Match Server.

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To make sure that the cmxcleanse.properties file is updated you must obtain the correct Informatica license file and reinstall the Cleanse Match Server.

Configure JBoss for the Cleanse Match Server

This section describes how to configure JBoss before installing the Cleanse Match Server.

Creating Datasources for Each ORS

If you install the Cleanse Match Server on a different machine from the one running the Hub Server, on the Cleanse Match Server machine you must create datasources for each ORS. You must also do some DB2 configuration, as well as some JBoss configuration.

Using a DB2 Datasource with JBoss

To configure JBoss to use an DB2 datasource, add these DB2 JDBC Driver JAR files to the following directory:<JBoss_install_dir>/server/<configuration_name>/lib

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

Configuring JBoss to Use an DB2 Data Source

Note: If you are running DB2 on the same host that is running Cleanse Match Server, you can skip this section.

To configure JBoss to use a DB2 datasource:1. Copy a sample datasource file (name-ds.xml) into your JBoss deploy directory.

By default the JBoss deploy directory is:<JBoss_install_dir>/server/<configuration_name>/deploy

You can find the samples in:

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<JBoss_install_dir>/docs/examples/jca

You can change the name of the sample datasource file, but the file must end with -ds.xml to be recognized as a datasource descriptor.

2. Edit the datasource definition to match your database connection parameters. Edit the following parameters:

Configuring JBoss for Both Cleanse Match Server and Hub Server

For JBoss, if you must run both Hub Server and Cleanse Match Server on the same JBoss server, you must manually configure JBoss before starting the server.

Parameter Description

jndi-name Set jndi-name to the following value for a Hub Server datasource:

jdbc/siperian-cmx_system-ds

Set jndi-name to the following value for the cleanse server datasource:

jdbc/siperian-<db2_hostname>-<database_name>-ds

connection-url The JDBC driver connection URL string for your driver. Make sure that the database name, host, and port are correct for the database to which you are connecting. For example:

jdbc:db2://<server_name>:5000/<database_name>

username Username used when creating a new connection.

password DB2 password used when creating a new connection.

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To configure JBoss before installing Hub Server and Cleanse Match Server:1. When there is the potential for conflict between the JBoss port and the DB2 port,

change the port used by one of the applications. To change the port for the JBoss application server, edit the following file:

<JBoss_install_home>/server/default/conf/bindingservice.beans /META-INF/bindings-jboss-beans.xml

The default connector port is 8080. Change this to any unused port that does not conflict with other applications.

Starting the JBoss Server

In order to successfully launch the Hub Console, you need to complete the following steps to start the JBoss server:1. Go to the following directory:

jboss-5.1.0GA/bin

2. Run the following command:

run.sh -b 0.0.0.0

Running the Cleanse Match Server Installer

The Cleanse Match Server Installer is the program used to install the Cleanse Match Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: If you are installing the Hub Server, the application server, the Cleanse

Server, and the cleanse engine on the same machine, the user names you use to install them must belong to the same UNIX group.

• Important: You can install Hub Server and Cleanse Match Server using any username you want, but you must use the same user name to install both servers.

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• File names and directories in this section may vary slightly depending on what type of installation you are performing.

• Do not use the root user when installing the Cleanse Match Server on RedHat Linux. Instead, create and use a separate user profile for installing Informatica MDM Hub. This is a limitation of InstallAnywhere, as the root user does not have a .profile.

• The user that runs the application server should have rights to execute DB2 commands (like: db2 connect to). Add these lines to the user's shell properties file:

if [ -f <db2_instance_owner_home>/db2/sqllib/db2profile ]; then <db2_instance_owner_home>/db2/sqllib/db2profile fi

• The Cleanse Match Server installer can also be used to upgrade existing installations. If you have a previously installed version of Informatica software, see the Informatica MDM Upgrade Technical Note to learn more. This section covers new installations.

Installation Steps

To install Cleanse Match Server:1. Make sure that your application server is started and running correctly.

2. If you are installing from a remote client, start an X Windows session and set the DISPLAY value to the remote client.

3. Run the Informatica Cleanse Match Installer. The Cleanse Match Server installer is on the distribution in the following directory:

Solaris:

/solaris/mrmcleanse/

HP-UX:

/hpux/mrmcleanse/

Linux:

/linux/mrmcleanse/

AIX:

/aix/mrmcleanse/

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4. Execute the following command to begin the installation process.

./hub_cleanse_install.bin

The Cleanse Match Server Installer displays the Introduction screen.

Note: To bypass the prerequisite validation in the installation, see “Bypassing Prerequisite Installation” on page 191.

5. Click Next.

The License Agreement screen is displayed.

6. Accept the terms of the license agreement and click Next.

The Choose Install Folder screen is displayed.

7. Click the Choose button to choose another location to install Cleanse Match Server, or click Next to accept the default.

Important: Do not use a path that has spaces in the directory or folder name.

The Enter Location of License File screen is displayed.

8. Click Choose to select a license file. You cannot continue with the installation if you do not have a license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file. Click Next to continue.

The Application Server screen is displayed.

9. Choose the JBoss application server and click Next.

The JBoss Application Server Home screen is displayed.

10. Configure JBoss settings:

a. Specify the application server installation directory. Click Next.

The JBoss Application Server Configuration Name screen is displayed.

b. Specify the Configuration Name (default is production). Click Next.

The JBoss Application Server Port screen is displayed.

c. Specify your RMI port.

The default port number is in the following file:

<JBoss_install_home>/server/<configuration_name>

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/conf/bindingservice.beans/META-INF/bindings-jboss-beans.xml

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Note: The JBoss port can conflict with the default DB2 port. If that is the case for your installation, you must change one of the ports to resolve the conflict. To change the port number, open jboss-service.xml for editing, search for the word port, and set the port value to match the value you have set on the JBoss Application Server Port screen.

11. Configure cleanse engine settings for the cleanse engine you use.

Note: After installation, you will need to perform additional configuration for your cleanse engine according to the instructions in the Informatica MDM Hub Cleanse Adapter Guide.

• If you are using AddressDoctor, you must configure AddressDoctor using the Cleanse Match Server installer.

• Specify the Unlock Code, Optimization, Memory, and Correction Type parameters. For backslashes (\) in any of these parameters, use a double backslash (\\) instead. Click Next.

The Configure AddressDoctor Preload screen is displayed.

• Specify the AddressDoctor preload parameters. Click Next.

The Choose AddressDoctor Database Path screen is displayed.

• Choose the AddressDoctor database path. Click Next.

12. Choose to run the script during the installation, or later (see “Running PostInstallSetup” on page 107). Click Next.

The Pre-Installation Summary screen is displayed. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary screen reflects the options you want, click Install to start the installation process.

The Please Wait screen is displayed while Informatica configures your system.

When the installation process completes, the Install Complete screen is displayed.

13. Click Done to exit the Cleanse Match Server installer.

Installation Log Files

The following log files are useful for troubleshooting any Cleanse Match Server installation process. Copy these log files to the installation documentation directory

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that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

File Description

<MDM_Install_Directory>/hub/cleanse/Informatica_Hub_Cleanse_Match_Server_InstallLog.xml

Shows the Cleanse Match Server install errors and status.

<MDM_Install_Directory>/hub/cleanse/logs/postInstallSetup.log

Shows the postInstallSetup script results.

<MDM_Install_Directory>/hub/cleanse/logs/cmxserver.log

Cleanse server logs.

<MDM_Install_Directory>/hub/cleanse/infamdm_installer_debug.txt

Shows what was chosen during the installation.

<MDM_Install_Directory>/hub/cleanse/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

JBoss log files (such as <JBoss_install_dir>/hub/cleanse/<configuration_name>/log/server.log)

Located in the tree under the install directory for your application server.

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Configuring the Cleanse Match Server

This section describes how to configure the Cleanse Match Server after it is installed.

Configuration Considerations• Important: During runtime, Cleanse Match Server must locate the installation

from which it was deployed. Therefore, do not move the EAR file to deploy onto another machine. For example, if you installed Cleanse Match Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information (such as logging).

• Note: The cmxcleanse.properties file must be repackaged when a change is made to cmx.home. Any other parameter simply requires a restart of the Cleanse Match Server application.

Configuring Cleanse Match Server with Various Cleanse Engines

To find out how to configure the various cleanse engines, see the Informatica MDM Hub Cleanse Adapter Guide.

Checking the Version and Build Number

Check one of the following files to find out the Cleanse Match Server version and build number:• manifest.mf JAR entry inside the <MDM_Install_Directory>

/hub/cleanse/siperian-mrm-cleanse.ear file

• Other places to check: <MDM_Install_Directory>/hub/cleanse/bin/versionInfo.sh file

<infamdm_install_directory>/hub/cleanse/conf/versionInfo.xml

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Deleting Temporary Files

By default, the temporary files generated by the cleanse service are left on disk. You can configure the cleanse server to clean these up by setting a flag in the cleanse server properties file (cmxcleanse.properties) which, by default, is stored in the following directory:

<MDM_Install_Directory>/hub/cleanse/resources/

The entry appears as follows:

cmx.server.datalayer.cleanse.working_files=KEEP

You can change the value to FALSE to delete these files after the cleanse/strip and tokenization processes are completed.

cmx.server.datalayer.cleanse.working_files=FALSE

Configuring Logging Settings

You can configure the cleanse application for logging. The settings are listed in the log4j.xml file, located in the <MDM_Install_Directory>/hub/cleanse/conf/ directory.

The default value is INFO for log4j.xml. You can turn on DEBUG for Cleanse Match Server by replacing INFO with DEBUG in jboss-log4j.xml. For JBoss, the jboss-log4j.xml file is located in the <JBoss_install_dir>/server/<configuration_name>/conf directory.

Setting Configuration Properties

You can further configure your Cleanse Match Server installation by customizing the values in the cmxcleanse.properties file located in the resources directory (such as: <MDM_Install_Directory>/resources).

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After you update cmxcleanse.properties, you must restart the Cleanse Match Server application to reload the settings in the file. Your file reflects your installation, but it looks similar to the following example:

cmx.server.logging.location=/u1/infamdm/hub/cleanse/logscmx.server.datalayer.cleanse.working_files.location=/u1/infamdm/hub/cleanse/tmpcmx.server.datalayer.cleanse.working_files=KEEPcmx.server.datalayer.cleanse.execution=LOCAL

cmx.home=/u1/infamdm/hub/cleansecmx.appserver.type=jboss

Configuring Cleanse Match Server for Multi-Threading

By default, Cleanse Match Server runs in single-threaded mode. If you have a Cleanse Match Server server with more than one CPU, then you may get performance benefits by configuring Cleanse Match Server for multi-threaded operation.

To configure Cleanse Match Server for multi-threading:1. Go to the following directory:

<MDM_Install_Directory>/hub/cleanse/resources

and open the cmxcleanse.properties file for editing.

2. Find the following entry in the cmxcleanse.properties file:

# Cleanse Properties# control the number thread to use while cleaningcmx_server.cleanse.num_of_thread=1

3. Set the cmx_server.cleanse.num_of_thread parameter to the number of threads appropriate for your system.

The default, recommended value is 1 thread. Thread counts can be changed without needing to restart the server.

There are several factors you should consider:

• Number of processor cores available on your machine

You might consider setting the number of threads to the number of processor cores available on your machine. For example, set the number of threads for a

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dual-core machine to two threads, and set the number of threads for a single quad-core to four threads.

• Remote database connection

If you are working with a remote database, you might consider setting the threads to a number that is slightly higher than the number of processor cores, so that the wait of one thread can be used by another thread. Setting the number of threads slightly higher also enables you to account for the possible latency that might occur with a remote database.

• Process memory requirements

If you are running a memory-intensive process, you must restrict the total memory allocated to all threads that are run under the JVM to 1 Gigabyte. Because Informatica MDM Hub runs in a 32-bit JVM environment, each thread requires memory from the same JVM, and therefore the total amount of memory is restricted.

If you set the num_of_thread property to any illegal values, such as a negative number, 0, a character or a string, then the property value will be automatically reset to the default value (1).

Note: You must change this value after migration from an earlier hub version or all the values will default to one (1) thread.

Configuring Multiple Cleanse Match Servers

You can configure multiple Cleanse Match Server servers in order to parallelize the data cleansing work. Depending on your needs, choose one of the following alternatives:• Dual servers installed and configured on a single machine. This allows you to take

advantage of the processing power of a single machine. For more information, see “Configuring Dual Cleanse Servers” on page 104.

• Multiple servers on multiple machines. This allows you to balance the load across multiple machines across a network. Informatica MDM Hub uses round-robin load balancing to spread cleansing tasks between all the cleanse servers that are online. For more information, see “Configuring Multiple Cleanse Match Servers on Multiple Machines” on page 106.

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Configuring Dual Cleanse Servers

You can configure multiple instances of Cleanse Match Server to run on a single machine. The effectiveness of this approach depends on the hardware you are using as well as your particular data cleansing requirements.

Multiple instances of Cleanse Match Server must run on separate application server instances. That is, they must be in separate physical processes.

The process of configuring dual cleanse servers is primarily an exercise in application server configuration.

Note: This procedure requires that you be expert in the administration and troubleshooting of your application server implementation.

These are the steps to configuring dual cleanse servers:1. Install and configure the first instance of Cleanse Match Server as explained in

“Running the Cleanse Match Server Installer” on page 94 and “Configuring the Cleanse Match Server” on page 100.

2. Configure your system to run multiple instances of your application server. For more information, see “Configuring Multiple Instances of your Application Server” on page 104.

3. Deploy Cleanse Match Server to the second instance of your application server. For more information, see “Deploying Cleanse Match Server on a Second Application Server Instance” on page 105.

Configuring Multiple Instances of your Application Server

To configure your application server:1. Ensure that the machine you are configuring has sufficient memory to host

multiple instances of the application server.

2. Configure each Cleanse Match Server instance in a separate application server instance:

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Copy the JBoss files to a new directory. Change the port settings to allow multiple instances to coexist without conflicting ports. For more information, see your JBoss documentation.

3. Test the second instance you just created.

Now you can deploy Cleanse Match Server. For more information, see “Deploying Cleanse Match Server on a Second Application Server Instance” on page 105.

Deploying Cleanse Match Server on a Second Application Server Instance

There are two alternatives for deploying Cleanse Match Server on the second instance of your application server:• You can install an additional copy of Cleanse Match Server into a different

directory using the Cleanse Match Server installer.

Installing an additional copy using the Cleanse Match Server installer gives you full independence of the two Cleanse Match Server instances. There are no extra steps required to support this configuration. You can run the postInstallSetup script to deploy Cleanse Match Server to your second instance.

• You can deploy your existing Cleanse Match Server EAR into the new application server instance.

The second approach is lighter and allows multiple instances to share the Informatica MDM Hub configuration settings. The disadvantage is that both servers share the temporary directories and write to the same log file. This complicates diagnostics when both instances run Cleanse Match Server at the same time.

Using this approach, you cannot use the postInstallSetup script to deploy the additional cleanse instance, you must deploy it manually on the application server.

Deploying the EAR File Manually

To deploy the EAR file manually copy the ear file in the following location:

<JBoss_install_dir>/server/<configuration_name>/deploy

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Configuring Multiple Cleanse Match Servers on Multiple Machines

Informatica MDM Hub supports running multiple Cleanse Match Server servers per ORS database. This allows you to parallelize the work of cleansing the data.

When Cleanse Match Server is not installed on the same application server as Hub Server, then you must manually configure the application server to create the datasources for Cleanse Match Server to take advantage of connection pooling and improved performance. For more information, see your application server documentation.

Note: If the datasource does not exist, Cleanse Match Server uses the JDBC connection.

To configure multiple Cleanse Match Servers:1. After you have installed and configured Hub Server and Cleanse Match Server,

install your cleanse match engine and Cleanse Match Server on another machine.

2. Create the datasources for each of your Cleanse Match Server servers. This must have exactly the same name and JNDI name as the Hub Server configuration. For instructions, see the Informatica MDM Hub Administrator Guide.

3. Using Hub Console, connect to the data store.

4. Choose the Cleanse Match Server workbench.

5. Add the new Cleanse Match Server.

You can see all the cleanse servers in the Cleanse Match Server workbench.

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Performing Post-installation Tasks

This section describes tasks that you might need to perform after running the Cleanse Match Server installer.

Running PostInstallSetup

In the process of installing the Cleanse Match Server, you can choose whether to run the postInstallSetup script automatically to deploy Cleanse Match Server. If you choose not to run this script automatically as part of the installation process, you must run it yourself. For more information, see “PostInstallSetup” on page 88.

The postInstallSetup script is stored in <MDM_Install_Directory>/hub/cleanse/. To run the script manually, enter the following at the command prompt:

./postInstallSetup.sh

You can also use this script if you need to redeploy the application to the application server. Alternatively, you can also use the application server’s tool to do the deployment yourself, as long as the Cleanse Match Server EAR file is deployed from the Informatica Cleanse Match Server installation directory. Basic guidelines for redeployment are listed below. For more information, see your application server documentation.

To run the postInstallSetup process manually on the JBoss application server:1. Stop the server.

2. Delete the siperian-mrm-cleanse.ear file from: <JBoss_install_dir>/server/<configuration_name>/deploy directory.

3. Copy the siperian-mrm-cleanse.ear file from the Cleanse Match Server installation directory to the deploy directory.

4. Start the server.

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Installing the Cleanse Match Server (WebSphere/UNIX)

This section describes how to install the Cleanse Match Server running in the WebSphere application server environment on the UNIX platform.

Installation Overview

Cleanse Match Server installation involves the following steps:

Preparing for Installation

Complete the tasks in this section before you install the Cleanse Match Server.

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 108

2 Install the Cleanse Match Server by running the installer.

“Running the Cleanse Match Server Installer” on page 115

3 Specify or change Cleanse Match Server configuration settings.

“Configuring the Cleanse Match Server” on page 120

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Fulfill Hardware and Software Requirements

Before you install the Cleanse Match Server, fulfill the hardware and software requirements for the Cleanse Match Server as described in the Informatica MDM Hub Release Notes.

Install and Configure WebSphere

On the machine where you will run the Cleanse Match Server, install and configure your WebSphere environment according to your WebSphere documentation.

Install and Configure Your Cleanse Engine

Install and configure your cleanse engine. Obtain any required unlock codes for that software. Make sure that you have the latest patches installed. Verify that your cleanse server operates properly. For instructions on how to configure Informatica MDM Hub to integrate with your cleanse engine, see the Informatica MDM Hub Cleanse Adapter Guide.

Obtain an Informatica License File

Obtain an Informatica license file. The Cleanse Match Server installer will not install Cleanse Match Server without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file.

Your Informatica license has the information you need to install the Cleanse Server with the Cleanse Match Server you are using. During the Cleanse Server installation, the Cleanse Match Server installer asks you for information on the Cleanse Match Server, checks the license file for corresponding Cleanse Match Server information, then stores that information in the cmxcleanse.properties file.

If you have installed a Cleanse Match Server that does not have corresponding information in the Informatica license file, the Cleanse Match Server installer does not store any information in the properties file. Therefore, the properties file displays either blank or default values for that Cleanse Match Server.

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To make sure that the cmxcleanse.properties file is updated you must obtain the correct Informatica license file and reinstall the Cleanse Match Server.

Configure WebSphere for Cleanse Match Server

If you install Cleanse Match Server on a different machine from the one running Hub Server, on the Cleanse Match Server machine, you must create separate datasources for each ORS.

Configure WebSphere to Use an DB2 Datasource

To configure WebSphere to use an DB2 datasource, add these DB2 JDBC Driver JAR files to the following directory:

<WebSphere_install_dir>/lib

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

Creating Master Datasources in 6.1.0.29

To create your WebSphere 6.1.0.29 master datasources:1. Start the application server and launch the WebSphere Application Server

Administrative Console.

2. Login with any user name.

3. Specify the location of the driver libraries:

a. Expand Environment in the console navigation tree.

b. Click the WebSphere Variables link.

c. Update the DB2_UNIVERSAL_JDBC_DRIVER_PATH variable to point to the JDBC driver location. (E.g.: /u1/was61029/AppServer/Lib).

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4. Create the security account to be used by the Informatica MDM Master Datasource:

a. Expand Security in the console navigation tree.

Click Secure administration, applications, and infrastructure link.

b. Expand Java Authentication and Authorization Service Configuration under Authentication in right side of the console window.

Click J2C Authentication Data.

c. Click New to create a new security account.

d. Set the following:

Alias = CMX_SYSTEM

User ID = cmx_system

Do not change this username.

Password = <yourDB2password>

To learn about changing this password, see “Changing the Password for the CMX_SYSTEM User” on page 112.

e. Click OK to save.

5. Create the JDBC Provider:

a. Expand Resources in the console navigation tree and then expand the JDBC menu.

Click the JDBC Providers link.

Make sure that the scope is set to Node. (Change and apply if this needs adjustment).

b. Click New to create a new JDBC Provider.

Select DB2 from database type list.

Select DB2 JDBC UNIVERSAL DRIVER from provider type list.

Select XA data source from implementation type list.

c. Change the name to “Informatica MDM DB2 JDBC UNIVERSAL Provider (XA)”.

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Click Next and Finish to save.

6. Create the Informatica MDM Master datasource:

a. Click the created provider.

b. Click the Data Sources link (under Additional Properties in right side of the console window).

c. Click New to create the new datasource.

d. Fill in the form with the following values:

Name = Informatica MDM Master Data Source

JNDI Name = jdbc/siperian-cmx_system-ds

Component-managed Authentication Alias = <hostname>/cmx_system

e. Click Next and Finish.

Note: The JNDI name must be in lower case.

Changing the Password for the CMX_SYSTEM User

After you have installed Informatica MDM Hub, you can change the password for CMX_SYSTEM. If you do so, you must also:• Set the same password in the datasource on the application server

Creating ORS Datasources in WebSphere 6.0.1.29

To create your WebSphere 6.0.1.29 ORS datasources:1. Start the application server and launch the WebSphere Application Server

Administrative Console.

2. Login with any user name.

3. Specify the location of the driver libraries:

a. Expand Environment in the console navigation tree.

b. Click the WebSphere Variables link.

c. Update the DB2_JDBC_UNIVERSAL_DRIVER_PATH variable to point to the JDBC driver location. (for example, /u1/was6103/AppServer/Lib).

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4. Create the security account to be used by the Informatica MDM ORS datasource:

a. Expand Security in the console navigation tree.

Click Secure administration, applications, and infrastructure link in WebSphere 6.1.0.29.

b. Expand Java Authentication and Authorization Service under Authentication in right side of the console window.

Click J2C Authentication Data.

Click New to create a new security account.

c. Set the following:

Alias = cmx_ors

User ID = cmx_ors

Password = <yourDB2password>

To learn about changing this username and password, see “Changing the Username and Password for the CMX_ORS User” on page 114.

d. Click OK to save.

5. Create the JDBC Provider:

a. Expand Resources in the console navigation tree and then expand the JDBC menu.

Click JDBC Providers link.

Make sure that the scope is set to Node. (Change and apply if this needs adjustment).

b. Click New to create a new JDBC Provider.

Select DB2 from database type list.

Select DB2 JDBC Driver from provider type list.

Select XA data source from implementation type list.

Change the name to “Informatica MDM DB2 JDBC UNIVERSAL Provider (XA)”.

Click Next and Finish to save.

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6. Create the Informatica MDM ORS datasource:

a. Click the created provider.

b. Click the Data Sources link (under Additional Properties in right side of the console window).

c. Click New to create the new datasource.

Fill in the form with the following values:

Name = Informatica MDM ORS Data Source

JNDI Name = jdbc/siperian-<db2_hostname>-<database_name>-cmx_ors-ds

Component-managed Authentication Alias = <hostname>/cmx_ors

d. Click Next and Finish.

Note: The JNDI name must be in lower case.The JNDI name in the JDBC data source setup WebSphere uses the '-' character in its notation. If the physical server used in the connection also contains the '-' character, the '~' character must prefix the “-” in the server name.

For example:

Name: siperian-my~-host-sip901-cmx_ors-ds

JNDI name: jdbc/siperian-my~-host-sip901-cmx_ors-ds

Changing the Username and Password for the CMX_ORS User

After you have installed the Informatica MDM Hub, you can change the username and password for CMX_ORS.

If you do so, you must also:• Change the password for the CMX_ORS user in DB2.

• Set the same password in the datasource on the application server.

• Register the schema with the same username and password.

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Running the Cleanse Match Server Installer

The Cleanse Match Server Installer is the program used to install the Cleanse Match Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: If you are installing the Hub Server, the application server, the Cleanse

Server, and the cleanse engine on the same machine, the user names you use to install them must belong to the same UNIX group.

• Important: You can install Hub Server and Cleanse Match Server using any username you want, but you must use the same user name to install both servers.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

• Do not use the root user when installing the Cleanse Match Server on RedHat Linux. Instead, create and use a separate user profile for installing Informatica MDM Hub. This is a limitation of InstallAnywhere, as the root user does not have a .profile.

• The Cleanse Match Server installer can also be used to upgrade existing installations. If you have a previously installed version of Informatica software, see the Informatica MDM Upgrade Technical Note to learn more. This section covers new installations.

Installation Steps

To install Cleanse Match Server:1. Make sure that your application server is started and running correctly.

2. If you are installing from a remote client, start an X Windows session and set the DISPLAY value to the remote client.

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3. Run the Informatica Cleanse Match Installer. The Cleanse Match Server installer is on the distribution in the following directory:

Solaris:

/solaris/mrmcleanse/

HP-UX:

/hpux/mrmcleanse/

Linux:

/linux/mrmcleanse/

AIX:

/aix/mrmcleanse/

4. Execute the following command to begin the installation process.

./hub_cleanse_install.bin

The Cleanse Match Server Installer displays the Introduction screen.

Note: To bypass the prerequisite validation in the installation, see “Bypassing Prerequisite Installation” on page 191.

5. Click Next.

The License Agreement screen is displayed.

6. Accept the terms of the license agreement and click Next.

The Choose Install Folder screen is displayed.

7. Click the Choose button to choose another location to install Cleanse Match Server, or click Next to accept the default.

Important: Do not use a path that has spaces in the directory or folder name.

The Enter Location of License File screen is displayed.

8. Click Choose to select a license file. You cannot continue with the installation if you do not have a license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file. Click Next to continue.

The Application Server screen is displayed.

9. Choose the WebSphere application server and click Next.

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10. Configure WebSphere settings:

Choose a path to the WebSphere application server and click Next.

11. The WebSphere Security Selection screen is displayed. Choose whether WebSphere is security enabled from the two options; Yes or No. No is the default.

• If you click No and Next, the WebSphere Application Server Port screen is displayed.Set the Server Name and SOAP port for your WebSphere application server. Click Next.

• If you click Yes and Next, the WebSphere Application Server Port and User Credentials screen is displayed.Fill in the WebSphere Username field and the WebSphere Password. Click Next.

12. Set the Server Name and SOAP port for your WebSphere application server. Click Next.

13. Configure cleanse engine settings for the cleanse engine you use.

Note: After installation, you will need to perform additional configuration for your cleanse engine according to the instructions in the Informatica MDM Hub Cleanse Adapter Guide.

• If you are using AddressDoctor, you must configure AddressDoctor using the Cleanse Match Server installer.

• Specify the Unlock Code, Optimization, Memory, and Correction Type parameters. For backslashes(\) in any of these parameters, use a double backslash (\\) instead. Click Next.

The Configure AddressDoctor Preload screen is displayed.

• Specify the AddressDoctor preload parameters. Click Next. The Choose AddressDoctor Database Path screen is displayed.

• Choose the AddressDoctor database path. Click Next.

14. Choose to run the script during the installation, or later (see “Running PostInstallSetup” on page 127). Click Next.

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The Pre-Installation Summary screen is displayed. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary screen reflects the options you want, click Install to start the installation process.

The Please Wait screen is displayed while Informatica configures your system.

When the installation process completes, the Install Complete screen is displayed.

15. Click Done to exit the Cleanse Match Server installer.

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Installation Log Files

The following log files are useful for troubleshooting any Cleanse Match Server installation process. Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

File Description

<MDM_Install_Directory>/hub/cleanse/Infamdm_Hub_Cleanse_Match_Server_InstallLog.xml

Shows the Cleanse Match Server install errors and status.

<MDM_Install_Directory>/hub/cleanse/logs/postInstallSetup.log

Shows the postInstallSetup script results.

<MDM_Install_Directory>/hub/cleanse/logs/cmxserver.log

Cleanse server logs.

<MDM_Install_Directory>/hub/cleanse/infamdm_installer_debug.txt

Shows what was chosen during the installation.

<MDM_Install_Directory>/hub/cleanse/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

WebSphere log files in the following location: <WebSphere_install_dir>/profiles/AppSrv01/logs/<servername>.

Name of log files: startServer.log, stopServer.log, SystemErr.log, and SystemOut.log.

Located in the tree under the install directory for your application server.

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Configuring the Cleanse Match Server

This section describes how to configure the Cleanse Match Server after it is installed.

Configuration Considerations• Important: During runtime, Cleanse Match Server must locate the installation

from which it was deployed. Therefore, do not move the EAR file to deploy onto another machine. For example, if you installed Cleanse Match Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information (such as logging).

• Note: The cmxcleanse.properties file must be repackaged when a change is made to cmx.home. Any other parameter simply requires a restart of the Cleanse Match Server application.

Configuring Cleanse Match Server with Various Cleanse Engines

To find out how to configure the various cleanse engines, see the Informatica MDM Hub Cleanse Adapter Guide.

Checking the Version and Build Number

Check one of the following files to find out the Cleanse Match Server version and build number:• manifest.mf JAR entry inside the <MDM_Install_Directory>

/hub/cleanse/siperian-mrm-cleanse.ear file

• Other places to check: <MDM_Install_Directory>/hub/cleanse/bin/versionInfo.sh file

<infamdm_install_directory>/hub/cleanse/conf/versionInfo.xml

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Deleting Temporary Files

By default, the temporary files generated by the cleanse service are left on disk. You can configure the cleanse server to clean these up by setting a flag in the cleanse server properties file (cmxcleanse.properties) which, by default, is stored in the following directory:

<MDM_Install_Directory>/hub/cleanse/resources/

The entry appears as follows:

cmx.server.datalayer.cleanse.working_files=KEEP

You can change the value to FALSE to delete these files after the cleanse/strip and tokenization processes are completed.

cmx.server.datalayer.cleanse.working_files=FALSE

Configuring Logging Settings

You can configure the cleanse application for logging. The settings are listed in the log4j.xml file, located in the <MDM_Install_Directory>/hub/cleanse/conf/ directory.

The default value is INFO for log4j.xml. You can turn on DEBUG for Cleanse Match Server by replacing INFO with DEBUG in log4j.xml.

Setting Configuration Properties

You can further configure your Cleanse Match Server installation by customizing the values in the cmxcleanse.properties file located in the resources directory (such as: <MDM_Install_Directory>/resources).

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After you update cmxcleanse.properties, you must restart the Cleanse Match Server application to reload the settings in the file. Your file reflects your installation, but it looks similar to the following example:

cmx.server.logging.location=/u1/infamdm/hub/cleanse/logscmx.server.datalayer.cleanse.working_files.location=/u1/infamdm/hub/cleanse/tmpcmx.server.datalayer.cleanse.working_files=KEEPcmx.server.datalayer.cleanse.execution=LOCAL

cmx.home=/u1/infamdm/hub/cleansecmx.appserver.type=websphere

Configuring Cleanse Match Server for Multi-Threading

By default, Cleanse Match Server runs in single-threaded mode. If you have a Cleanse Match Server server with more than one CPU, then you may get performance benefits by configuring Cleanse Match Server for multi-threaded operation.

To configure Cleanse Match Server for multi-threading:1. Go to the following directory:

<MDM_Install_Directory>/hub/cleanse/resources

and open the cmxcleanse.properties file for editing.

2. Find the following entry in the cmxcleanse.properties file:

# Cleanse Properties# control the number thread to use while cleaningcmx_server.cleanse.num_of_thread=1

3. Set the cmx_server.cleanse.num_of_thread parameter to the number of threads appropriate for your system.

The default, recommended value is 1 thread. Thread counts can be changed without needing to restart the server.

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There are several factors you should consider:

• Number of processor cores available on your machine

You might consider setting the number of threads to the number of processor cores available on your machine. For example, set the number of threads for a dual-core machine to two threads, and set the number of threads for a single quad-core to four threads.

• Remote database connection

If you are working with a remote database, you might consider setting the threads to a number that is slightly higher than the number of processor cores, so that the wait of one thread can be used by another thread. Setting the number of threads slightly higher also enables you to account for the possible latency that might occur with a remote database.

• Process memory requirements

If you are running a memory-intensive process, you must restrict the total memory allocated to all threads that are run under the JVM to 1 Gigabyte. Because Informatica MDM Hub runs in a 32-bit JVM environment, each thread requires memory from the same JVM, and therefore the total amount of memory is restricted.

If you set the num_of_thread property to any illegal values, such as a negative number, 0, a character or a string, then the property value will be automatically reset to the default value (1).

Note: You must change this value after migration from an earlier hub version or all the values will default to one (1) thread.

Configuring Multiple Cleanse Match Servers

You can configure multiple Cleanse Match Server servers in order to parallelize the data cleansing work. Depending on your needs, choose one of the following alternatives:• Dual servers installed and configured on a single machine. This allows you to take

advantage of the processing power of a single machine. For more information, see “Configuring Dual Cleanse Servers” on page 124.

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• Multiple servers on multiple machines. This allows you to balance the load across multiple machines across a network. Informatica MDM Hub uses round-robin load balancing to spread cleansing tasks between all the cleanse servers that are online. For more information, see “Configuring Multiple Cleanse Match Servers on Multiple Machines” on page 126.

Configuring Dual Cleanse Servers

You can configure multiple instances of Cleanse Match Server to run on a single machine. The effectiveness of this approach depends on the hardware you are using as well as your particular data cleansing requirements.

Multiple instances of Cleanse Match Server must run on separate application server instances. That is, they must be in separate physical processes.

The process of configuring dual cleanse servers is primarily an exercise in application server configuration.

Note: This procedure requires that you be expert in the administration and troubleshooting of your application server implementation.

These are the steps to configuring dual cleanse servers:1. Install and configure the first instance of Cleanse Match Server as explained in

“Running the Cleanse Match Server Installer” on page 115 and “Configuring the Cleanse Match Server” on page 120.

2. Configure your system to run multiple instances of your application server. For more information, see “Configuring Multiple Instances of your Application Server” on page 125.

3. Deploy Cleanse Match Server to the second instance of your application server. For more information, see “Deploying Cleanse Match Server on a Second Application Server Instance” on page 125.

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Configuring Multiple Instances of your Application Server

To configure your application server:1. Ensure that the machine you are configuring has sufficient memory to host

multiple instances of the application server.

2. Configure each Cleanse Match Server instance in a separate application server instance:

On WebSphere, you must either have the Network Deployment edition of WebSphere, which allows you to create and manage multiple instances, or use the wsinstance script and adjust the settings. In either case, change the defalcators port settings using the WAS Administrative Console so the values for the separate instances don’t conflict. If you are using the wsinstance script, install the administrative console on the new instance manually and change admin_host port assignment. For more information, see your WebSphere documentation.

3. Test the second instance you just created.

Now you can deploy Cleanse Match Server. For more information, see “Deploying Cleanse Match Server on a Second Application Server Instance” on page 125.

Deploying Cleanse Match Server on a Second Application Server Instance

There are two alternatives for deploying Cleanse Match Server on the second instance of your application server:• You can install an additional copy of Cleanse Match Server into a different

directory using the Cleanse Match Server installer.

Installing an additional copy using the Cleanse Match Server installer gives you full independence of the two Cleanse Match Server instances. There are no extra steps required to support this configuration. You can run the postInstallSetup script to deploy Cleanse Match Server to your second instance.

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• You can deploy your existing Cleanse Match Server EAR into the new application server instance.

The second approach is lighter and allows multiple instances to share the Informatica MDM Hub configuration settings. The disadvantage is that both servers share the temporary directories and write to the same log file. This complicates diagnostics when both instances run Cleanse Match Server at the same time.

Using this approach, you cannot use the postInstallSetup script to deploy the additional cleanse instance, you must deploy it manually on the application server.

Deploying the EAR File Manually

To deploy the EAR file manually, use the Informatica MDM Administrative Console for deployment. Accept all defaults.

Configuring Multiple Cleanse Match Servers on Multiple Machines

Informatica MDM Hub supports running multiple Cleanse Match Server servers per ORS database. This allows you to parallelize the work of cleansing the data.

When Cleanse Match Server is not installed on the same application server as Hub Server, then you must manually configure the application server to create the datasources for Cleanse Match Server to take advantage of connection pooling and improved performance. For more information, see your application server documentation.

Note: If the datasource does not exist, Cleanse Match Server uses the JDBC connection.

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To configure multiple Cleanse Match Servers:1. After you have installed and configured Hub Server and Cleanse Match Server,

install your cleanse match engine and Cleanse Match Server on another machine.

2. Create the datasources for each of your Cleanse Match Server servers. This must have exactly the same name and JNDI name as the Hub Server configuration. For instructions, see the Informatica MDM Hub Administrator Guide.

3. Using Hub Console, connect to the data store.

4. Choose the Cleanse Match Server workbench.

5. Add the new Cleanse Match Server.

You can see all the cleanse servers in the Cleanse Match Server workbench.

Performing Post-installation Tasks

This section describes tasks that you might need to perform after running the Cleanse Match Server installer.

Running PostInstallSetup

In the process of installing Cleanse Match Server, you can choose whether to run the postInstallSetup script automatically to deploy Cleanse Match Server. If you choose not to run this script automatically as part of the installation process, you must run it yourself. For more information, see “PostInstallSetup” on page 88.

The postInstallSetup script is stored in <MDM_Install_Directory>/hub/cleanse/. To run the script manually, enter the following at the command prompt:

postinstallsetup.sh -Ddatabase.password=<yourDBPassword>

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You can also use this script if you need to redeploy the application to the application server. Alternatively, you can also use the application server’s tool to do the deployment

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yourself, as long as the Cleanse Match Server EAR file is deployed from the Informatica Cleanse Match Server installation directory. The section below lists basic guidelines for redeployment. For more information, see your application server documentation.

Redeploying Manually on WebSphere

To redeploy manually on the WebSphere application server:1. Undeploy the siperian-mrm-cleanse.ear file using the WebSphere Server

Administrative Console.

2. Install the siperian-mrm-cleanse.ear file using the WebSphere Application Server Administrative Console. Be sure to allow the deployment to generate default bindings by checking the option in the “Preparing for the application installation” panel.

Installing the Cleanse Match Server (JBoss/Windows)

This section describes how to install the Cleanse Match Server running in the JBoss application server environment on the Windows platform.

Installation Overview

Cleanse Match Server installation involves the following steps:

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 129

2 Install the Cleanse Match Server by running the installer.

“Running the Cleanse Match Server Installer” on page 134

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Preparing for Installation

Complete the tasks in this section before you install the Cleanse Match Server.

Fulfill Hardware and Software Requirements

Before you install the Cleanse Match Server, fulfill the hardware and software requirements for the Cleanse Match Server as described in the Informatica MDM Hub Release Notes.

Install and Configure JBoss

On the machine where you will run the Cleanse Match Server, install and configure your JBoss environment according to your JBoss documentation.

Configure JBoss to Use a DB2 Datasource

To configure JBoss to use a DB2 datasource:1. Edit the jboss-service.xml file, making sure the XidFactory padding is set to

true. This file is in <JBoss_install_dir>\server\<configuration_name>\conf. Here is the fragment of the XML to set that value:

<mbean code="org.jboss.tm.XidFactory"name="jboss:service=XidFactory"><attribute name="Pad">true</attribute></mbean>

This information is already in the file, but commented out:

3 Specify or change Cleanse Match Server configuration settings.

“Configuring the Cleanse Match Server” on page 138

Step Task Instructions

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<!--attribute name="Pad">true</attribute-->

Simply remove the “!--” and “--” to un-comment the statement to match the example above.

2. Copy the following new DB2 JDBC driver files to your<JBoss_install_dir>\server\<configuration_name>\lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

Configure the JVM Memory Allocation Pool

Configure the JVM memory allocation pool parameters. Start with the following settings and modify as appropriate for your implementation.

set JAVA_OPTS=%JAVA_OPTS% -Xms256m -Xmx768m -Xss1000k -XX:PermSize=64m -XX:MaxPermSize=256m

Install and Configure Your Cleanse Engine

Install and configure your cleanse engine. Obtain any required unlock codes for that software. Make sure that you have the latest patches installed. Verify that your cleanse server operates properly. For instructions on how to configure Informatica MDM Hub to integrate with your cleanse engine, see the Informatica MDM Hub Cleanse Adapter Guide.

Obtain an Informatica License File

Obtain an Informatica license file. The Cleanse Match Server installer will not install Cleanse Match Server without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license file.

Your Informatica license has the information you need to install the Cleanse Server with the Cleanse Match Server you are using. During the Cleanse Server installation, the Cleanse Match Server installer asks you for information on the Cleanse Match

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Server, checks the license file for corresponding Cleanse Match Server information, then stores that information in the cmxcleanse.properties file.

If you have installed a Cleanse Match Server that does not have corresponding information in the Informatica license file, the Cleanse Match Server installer does not store any information in the properties file. Therefore, the properties file displays either blank or default values for that Cleanse Match Server.

To make sure that the cmxcleanse.properties file is updated you must obtain the correct Informatica license file and reinstall the Cleanse Match Server.

Configure JBoss for Cleanse Match Server

This section describes how to configure JBoss before installing the Cleanse Match Server.

Creating Datasources for Each ORS

If you install Cleanse Match Server on a different machine from the one running Hub Server, on the Cleanse Match Server machine, you must create datasources for each ORS. You must do some DB2 configuration as well as some JBoss configuration.

Setting the Location of the JDBC Driver

To configure JBoss to use a DB2 datasource, copy the following DB2 files to your JBoss\server\<configuration_name>\lib directory:

• db2jcc.jar

• db2jcc_licence_cu.jar

These files are part of your Informatica MDM DB2 distribution.

Configuring JBoss to Use a DB2 Datasource

To configure JBoss to use a DB2 datasource:1. Copy a sample datasource file (name-ds.xml) into your JBoss deploy directory.

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By default, the JBoss deploy directory is:<JBoss_install_dir>\server\<configuration_name>\deploy

You can find the samples in:<JBoss_install_dir>\docs\examples\jca

You can change the name of the sample datasource file, but the file must end with -ds.xml to be recognized as a datasource descriptor.

2. Edit the datasource definition to match your database connection parameters. Edit the following parameters:

Configuring JBoss for Both Cleanse Match Server and Hub Server

For JBoss, if you must run both Hub Server and Cleanse Match Server on the same JBoss server, you must manually configure JBoss before starting the server.

To configure JBoss before installing both Hub Server and Cleanse Match Server:1. Set the Isolated attribute of the JBoss’s EAR deployer to true in the

<JBoss_install_dir>\server\<configuration_

name>\deploy\ear-deployer.xml. This configures all your EARs to be in isolated class loader spaces using call by value for remote interfaces.

For example:

<mbean code="org.jboss.deployment.EARDeployer"

Parameter Description

jndi-name Set the following value for a Hub Server datasource:

jdbc/siperian-cmx_system-ds

Set the following value for the cleanse server datasource:

jdbc/siperian-<hostname>-<database_name>-ds

connection-url

JDBC driver connection URL string for your driver. Make sure that the database name, host, and port are correct for the database to which you are connecting. Example:

jdbc:db2://<server_name>:5000/<database_name>

username Username used when creating a new connection.

password DB2 password used when creating a new connection.

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name="jboss.j2ee:service=EARDeployer"><!-- Isolate all ears in their own classloader space --><attribute name="Isolated">true</attribute></mbean>

2. Set the UseJBossWebLoader setting to false in the following file:

<JBoss_install_dir>\server\<configuration_name>\deploy\jboss-web.deployer\META-INF\jboss-service.xml

This disables JBoss from using a unified class loader as the web application class loader. For example:

<attribute name="UseJBossWebLoader">false</attribute>

3. When there is the potential for conflict between the JBoss port and the DB2 port, change the port used by one of the applications. To change the port for the JBoss application server, edit the following file:

<JBoss_install_dir>\server\<configuration_name>\deploy\jboss-web.deployer\server.xml

The default connector port is 8080. Change this setting to any unused port that does not conflict with other applications.

Starting the JBoss Server

In order to successfully launch the Hub Console, you need to complete the following steps to start the JBoss server:1. Go to the following directory:

jboss-5.1.0.GA\bin

2. Run the following command:

run.bat -b 0.0.0.0

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Running the Cleanse Match Server Installer

The Cleanse Match Server Installer is the program used to install the Cleanse Match Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: You can install Hub Server and Cleanse Match Server using any

username you want, but you must use the same user name to install both servers.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

• The Cleanse Match Server installer can also be used to upgrade existing installations. If you have a previously-installed version of Informatica MDM Hub software, see the Informatica MDM Upgrade Technical Note to learn more. This section covers new installations.

Installation Steps

To install Cleanse Match Server:1. Make sure that your application server is started and running correctly.

2. Run the Informatica Cleanse Match Server installer (hub_cleanse_install.exe). The Cleanse Match Server installer is on the distribution in the \windows\mrmcleanse directory.

The Cleanse Match Server installer displays the Introduction screen.

3. Click Next.

The License Agreement screen is displayed.

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4. Click the I accept the terms of the License Agreement button and then click Next.

The Choose Install Folder screen is displayed.

5. Do one of the following:

• Click Next to install Cleanse Match Server in C:\infamdm\hub\cleanse.

• Click the Choose button to choose another location to install Cleanse Match Server and then click Next.

Important: Do not use a path that has spaces in the directory or folder names.

Note: Cleanse Match Server will fail to load if the total length of this path exceeds 256 characters.

The Choose Shortcut Folder is displayed.

6. Select a location for the product icons. Click Next.

The Enter Location of License File screen is displayed.

7. Click Choose to select a license file. Informatica provides you with a license file. If you do not have the license file, you cannot continue with the install. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file.

8. Click Next to continue.

The Application Server screen is displayed.

9. Choose the JBoss application server and click Next.

The JBoss Application Server Home screen is displayed

10. Configure JBoss settings:

a. Specify the application server installation directory. Click Next.

The JBoss Application Server Configuration Name screen is displayed.

b. Specify the Configuration Name (default is production). Click Next.

The JBoss Application Server Port screen is displayed.

c. Specify your RMI port.

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Important: If you change the default port number, you also need to change it in the following file:

<JBoss_install_dir>\server\<configuration_name>\ conf\jboss-service.xml

Note: The JBoss port can conflict with the default DB2 port. If that is the case for your installation, you must change one of the ports to resolve the conflict. To change the port number, open jboss-service.xml for editing, search for the word port, and set the port value to match the value you have set on the JBoss Application Server Port screen.

d. Click Next.

11. Configure cleanse engine settings for the cleanse engine you use.

Note: After installation, you will need to perform additional configuration for your cleanse engine according to the instructions in the Informatica MDM Hub Cleanse Adapter Guide.

• If you are using AddressDoctor, you must configure AddressDoctor using the Cleanse Match Server installer.

• Specify the Unlock Code, Optimization, Memory, and Correction Type parameters. For backslashes (\) in any of these parameters, use a double backslash (\\) instead. Click Next.

The Configure AddressDoctor Preload screen is displayed.

• Specify the AddressDoctor preload parameters. Click Next.

The Choose AddressDoctor Database Path screen is displayed.

• Choose the AddressDoctor database path. Click Next.

12. In the Deploy screen, click Yes to run the script during the installation, or click No to manually run it later (see “Running PostInstallSetup” on page 140 for instructions).

13. In the Pre-Installation Summary screen, if you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary screen reflects the options you want, click Install to start the installation process.

The Please Wait screen is displayed while Informatica configures your system.

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When the installation completes, the Install Complete screen is displayed. This screen shows messages relevant to your specific installation, such as upgrading shared libraries.

14. Choose Yes to restart your system, or choose No to restart it later and click Done to exit the Cleanse Match Server installer.

Installation Log Files

The following log files are useful for troubleshooting any Cleanse Match Server installation process. Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9. In case of installation problems, these files will be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

File Description

<MDM_Install_Directory>\hub\cleanse\Infamdm_Hub_Cleanse_Match_Server_InstallLog.xml

Shows the Cleanse Match Server install errors and status.

<MDM_Install_Directory>\hub\cleanse\logs\postInstallSetup.log

Shows the postInstallSetup script results.

<MDM_Install_Directory>\hub\cleanse\logs\cmxserver.log

Cleanse server logs.

<MDM_Install_Directory>\hub\cleanse\infamdm_installer_debug.txt

Shows what was chosen during the installation.

<MDM_Install_Directory>\hub\cleanse\logs\installPrereq.log

Contains the prerequisite messages generated during installation.

JBoss log files (such as <JBoss_install_dir>\hub\cleanse\<configuration_name>\log\server.log).

Located in the tree under the install directory for your application server.

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Configuring the Cleanse Match Server

This section describes how to configure the Cleanse Match Server after it is installed.

Configuration Considerations• Important: During runtime, Cleanse Match Server must locate the installation

from which it was deployed. Therefore, do not move the EAR file to deploy onto another machine. For example, if you installed Cleanse Match Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information such as logging.

• Note: The cmxcleanse.properties file must be repackaged when a change is made to cmx.home. Any other parameter simply requires a restart of the Cleanse Match Server application.

Configuring Cleanse Match Server with Various Cleanse Engines

For more information regarding cleanse engine configuration, see the Informatica MDM Hub Cleanse Adapter Guide.

Checking the Version and Build Number

Check one of the following files to find out the Cleanse Match Server version and build number:• manifest.mf JAR entry inside the <MDM_Install_

Directory>\hub\cleanse\siperian-mrm-cleanse.ear file

• Other places to check: <MDM_Install_Directory>\hub\cleanse\bin\versionInfo.bat file<infamdm_install_directory>\hub\cleanse\conf\versionInfo.xml

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Deleting Temporary Files

By default, the temporary files generated by the cleanse service are left on disk. You can configure the cleanse server to clean these up by setting a flag in the cmxcleanse.properties file which is stored, by default, in the following directory:

<MDM_Install_Directory>\hub\cleanse\resources\

The entry appears as follows:

cmx.server.datalayer.cleanse.working_files=KEEP

You can change the value to FALSE to delete the file after cleanse/strip is completed.

cmx.server.datalayer.cleanse.working_files=FALSE

Configuring Logging Settings

You can configure the cleanse application for logging. The settings are listed in the log4j.xml file, located in the <MDM_Install_Directory>\hub\cleanse\conf directory.

The default value is INFO in the log4j.xml file. You can enable DEBUG for the Cleanse Match Server by replacing INFO with DEBUG in the log4j.xml file.

After you update this file, you must restart the Cleanse Match Server application and rerun postInstallSetup.bat. For JBoss, the jboss-log4j.xml file is located in the JBoss\server\<configuration_name>\conf directory.

Setting Configuration Properties

You can further configure your Cleanse Match Server installation by customizing the values in the cmxcleanse.properties file located in the resources directory (such as: C:\infamdm\hub\cleanse\resources).

After you update cmxcleanse.properties, you must restart the Cleanse Match Server application to reload the settings in the file. Your file reflects your installation, but it looks similar to the following example:

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cmx.server.datalayer.cleanse.working_files.location=C:\infamdm\hub\cleanse\tmpcmx.server.datalayer.cleanse.working_files=KEEPcmx.server.datalayer.cleanse.execution=LOCAL

cmx.home=C:\infamdm\hub\cleansecmx.appserver.type=jboss

Performing Post-installation Tasks

This section describes tasks to complete after you have installed the software.

Running PostInstallSetup

If you chose to have the Cleanse Match Server installer skip the post-install process, you must run this manually.

By default, this script is located in the following directory:

<MDM_Install_Directory>\hub\cleanse

To run the post-install process manually, run the following command from a command prompt:

postInstallSetup.bat

Configuring Cleanse Match Server for Multi-Threading

By default, Cleanse Match Server runs in single-threaded mode. If you have a Cleanse Match Server server with more than one CPU, then you may get performance benefits by configuring Cleanse Match Server for multi-threaded operation.

To configure Cleanse Match Server for multi-threading:1. Go to the following directory:

<MDM_Install_Directory>\hub\cleanse\resources

and open the cmxcleanse.properties file for editing.

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2. Find the following entry in the cmxcleanse.properties file:

# Cleanse Properties# control the number thread to use while cleaningCmx_server.cleanse.num_of_thread=1

3. Set the cmx_server.cleanse.num_of_thread parameter to the number of threads appropriate for your system.

The default, recommended value is 1 thread. Thread counts can be changed without needing to restart the server.

There are several factors you should consider:

• Number of processor cores available on your machine

You might consider setting the number of threads to the number of processor cores available on your machine. For example, set the number of threads for a dual-core machine to two threads, and set the number of threads for a single quad-core to four threads.

• Remote database connection

If you are working with a remote database, you might consider setting the threads to a number that is slightly higher than the number of processor cores, so that the wait of one thread can be used by another thread. Setting the number of threads slightly higher also enables you to account for the possible latency that might occur with a remote database.

• Process memory requirements

If you are running a memory-intensive process, you must restrict the total memory allocated to all threads that are run under the JVM to 1 Gigabyte. Because Informatica MDM Hub runs in a 32-bit JVM environment, each thread requires memory from the same JVM, and therefore the total amount of memory is restricted.

If you set the num_of_thread property to any illegal values, such as a negative number, 0, a character or a string, then the property value will be automatically reset to the default value (1).

Note: You must change this value after migration from an earlier hub version or all the values will default to one (1) thread.

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Configuring Dual Cleanse Servers

You can configure multiple instances of Cleanse Match Server to run on a single machine. The effectiveness of this approach depends on the hardware you are using as well as your particular data cleansing requirements.

Multiple instances of Cleanse Match Server must run on separate application server instances. That is, they must be in separate physical processes.

The process of configuring dual cleanse servers is primarily an exercise in application server configuration.

Note: This procedure requires that you be expert in the administration and troubleshooting of your application server implementation.

These are the steps to configuring dual cleanse servers:1. Install and configure the first instance of Cleanse Match Server as explained in

“Running the Cleanse Match Server Installer” on page 134 and “Configuring the Cleanse Match Server” on page 138.

2. Configure your system to run multiple instances of your application server according to the instructions in “Configuring Multiple Instances of Your Application Server” on page 142.

3. Deploy Cleanse Match Server to the second instance of your application server. For more information, see “Deploying Cleanse Match Server on the Second Application Server Instance” on page 143.

Configuring Multiple Instances of Your Application Server

To configure your application server:1. Ensure that the machine you are configuring has sufficient memory to host

multiple instances of the application server.

2. Configure each Cleanse Match Server instance in a separate application server instance. Copy the JBoss files to a new directory. Change the port settings to allow multiple instances to coexist without conflicting ports. For more information, see your JBoss documentation.

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3. Test the second instance you just created.

Now you can deploy Cleanse Match Server, as described in the next section.

Deploying Cleanse Match Server on the Second Application Server Instance

There are two alternatives for deploying Cleanse Match Server on the second instance of your application server:• You can install an additional copy of Cleanse Match Server into a different

directory using the Cleanse Match Server installer.

Installing an additional copy using the Cleanse Match Server installer gives you full independence of the two Cleanse Match Server instances. There are no extra steps required to support this configuration. You can run the postInstallSetup script to deploy Cleanse Match Server to your second instance.

• You can deploy your existing Cleanse Match Server EAR into the new application server instance.

The second approach is lighter and allows multiple instances to share the Informatica MDM Hub configuration settings. The disadvantage is that both servers share the temporary directories and write to the same log file. This complicates diagnostics when both instances run Cleanse Match Server at the same time.

Using this approach, you cannot use the postInstallSetup script to deploy the additional cleanse instance, but you can deploy them manually on the application server.

Deploying the EAR File Manually

To deploy the EAR file manually, copy the file to the following directory:

<JBoss_install_dir>\server\<configuration_name>\deploy

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Using Multiple Cleanse Servers

Informatica MDM Hub supports running multiple Cleanse Match Server servers per ORS database. This allows you to parallelize the work of cleansing the data. However, only one Cleanse Match Server application is supported on a single system.

When Cleanse Match Server is not installed on the same application server as Hub Server, then you must manually configure the application server to create the datasources for Cleanse Match Server to take advantage of connection pooling and improved performance.

Note: If the datasource does not exist, the Cleanse Match Server uses the JDBC connection.

To configure multiple cleanse servers1. After you have installed and configured the Hub Server and Cleanse Match Server,

install your cleanse engine and Cleanse Match Server on another machine.

2. For each Cleanse Match Server server, on the application server create the datasource for each cmx_system. This needs to have exactly the same name and JNDI name as the Hub Server configuration. For more information about creating datasources, see the Informatica MDM Hub Administrator Guide.

3. Using Hub Console, connect to the data store.

4. Choose the Cleanse Match Server workbench.

5. Add the new cleanse server.

Informatica MDM Hub uses round-robin load-balancing to spread cleansing tasks between all the cleanse servers that are online. You can see all the cleanse servers in the Cleanse Match Server workbench.

Distributed Cleanse Match Servers

When running a stage/match job, if more than one Cleanse Match Server is registered, and if the total number of records to be staged/matched is more than 500, then the job will get distributed in parallel between the different cleanse/match servers.

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Below are the parameters that need to be set to utilize the cleanse servers based on the server configuration.

Note: To configure distributed cleanse and distributed match, you must set Thread Count and CPU Rating values when you register the Cleanse Match Server in the Hub Console.

Installing the Cleanse Match Server (WebSphere/Windows)

This section describes how to install the Cleanse Match Server running in the WebSphere application server environment on the Windows platform.

Installation Overview

Cleanse Match Server installation involves the following steps:

Parameter Description

Thread Count Reflects the number of threads that a server will be asked to handle. We recommend that you set the thread count higher than the number of CPUs available if the servers are widely distributed and/or latency is high, so that servers can be doing more work during wait time.

CPU Rating Rates the relative “strength” of the CPUs across the machines; the “lowest power” machine would have a rating of 1.0. Other CPUs on different machines would have a number relative number to the lowest powered machine.

Step Task Instructions

1 Prepare the target environment, including setting up the application server.

“Preparing for Installation” on page 146

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Preparing for Installation

Complete the tasks in this section before you install the Cleanse Match Server.

Fulfill Hardware and Software Requirements

Before you install the Cleanse Match Server, fulfill the hardware and software requirements for the Cleanse Match Server as described in the Informatica MDM Hub Release Notes.

Install and Configure WebSphere

On the machine where you will run the Cleanse Match Server, install and configure your WebSphere environment according to your WebSphere documentation.

Install and Configure Your Cleanse Engine

Install and configure your cleanse engine. Obtain any required unlock codes for that software. Make sure that you have the latest patches installed. Verify that your cleanse server operates properly. For instructions on how to configure Informatica MDM Hub to integrate with your cleanse engine, see the Informatica MDM Hub Cleanse Adapter Guide.

2 Install the Cleanse Match Server by running the installer.

“Running the Cleanse Match Server Installer” on page 152

3 Specify or change Cleanse Match Server configuration settings.

“Configuring the Cleanse Match Server” on page 156

Step Task Instructions

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Obtain the Informatica License File

Obtain an Informatica license file. The Cleanse Match Server installer will not install Cleanse Match Server without a valid license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file.

Your Informatica license has the information you need to install the Cleanse Server with the Cleanse Match Server you are using. During the Cleanse Server installation, the Cleanse Match Server installer asks you for information on the Cleanse Match Server, checks the license file for corresponding Cleanse Match Server information, then stores that information in the cmxcleanse.properties file.

If you have installed a Cleanse Match Server that does not have corresponding information in the Informatica license file, the Cleanse Match Server installer does not store any information in the properties file. Therefore, the properties file displays either blank or default values for that Cleanse Match Server.

To make sure that the cmxcleanse.properties file is updated you must obtain the correct Informatica license file and reinstall the Cleanse Match Server.

Configure WebSphere for Cleanse Match Server

This section describes how to configure WebSphere for the Cleanse Match Server.

Configuring WebSphere to Use a DB2 Datasource

If you install Cleanse Match Server on a different machine from the one running Hub Server, on the Cleanse Match Server machine, you must create datasources for each ORS.

To configure WebSphere to use a DB2 datasource, add these DB2 JDBC Driver JAR files to the <WebSphere_install_dir>\AppServer\lib directory.

• db2jcc.jar

• db2jcc_licence_cu.jar

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These files are part of your Informatica MDM DB2 distribution.

Creating Master Datasources in WebSphere

To create your WebSphere master datasources:1. Start the application server. Choose Start > Programs > IBM WebSphere >

Application Server v6 > Profiles > <configuration_name> > Start the Server.

2. Start the WebSphere Application Server Administrative Console. Choose Start > Programs > IBM WebSphere > Application Server v6 > Profiles > <configuration_name> > Administrative Console.

3. Login with any user name.

4. Specify the location of the driver libraries:

a. Expand Environment in the console navigation tree.

b. Click the WebSphere Variables link.

c. Update the DB2_JDBC_UNIVERSAL_DRIVER_PATH variable to point to the JDBC driver location. (such as <WebSphere_install_dir>\AppServer\lib).

5. Create the security account to be used by the Informatica MDM Master datasource:

a. Expand Security in the console navigation tree.

Click the Secure administration, application and infrastructure link.

b. Expand Java Authentication and Authorization Service under Authentication in the right side of the console window.

Click J2C Authentication Data.

c. Click New to create a new security account.

d. Set the following:

• Alias = CMX_SYSTEM

• User ID = cmx_system

Do not change this username.

• Password = <yourDB2password>

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To learn about changing this password, see “Changing the Password for the CMX_SYSTEM User” on page 150.

e. Click OK to save.

6. Create the JDBC Provider:

a. Expand Resources in the console navigation tree and expand the JDBC menu.

• Click the JDBC Providers link.

• Make sure that the scope is set to Node. (Change and apply if this needs adjustment).

b. Click New to create a new JDBC Provider.

• Select DB2 from database type list.

• Select DB2 JDBC UNIVERSAL Driver from provider type list.

• Select XA data source from implementation type list.

c. Change the name to “Informatica MDM DB2 JDBC UNIVERSAL Provider (XA)”.

• Click Next and Finish to save.

7. Create the Informatica MDM Master datasource:

a. Click the created provider.

b. Click the Data Sources link (under Additional Properties in right side of the console window).

c. Click New to create the new datasource.

d. Fill in the form with the following values:

• Name = Informatica MDM Master Data Source

• JNDI Name = jdbc/siperian-cmx_system-ds

• Component-managed Authentication Alias = <hostname>/cmx_system

e. Click Next and Finish.

Note: The JNDI name must be in lower case.

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Changing the Password for the CMX_SYSTEM User

After you have installed Informatica MDM Hub, you can change the password for CMX_SYSTEM. If you do so, you must also:• Change the password for the CMX user in DB2

• Set the same password in the datasource on the application server

Creating ORS Datasources in WebSphere 6.1.0.29

To create your WebSphere 6.1.0.29 ORS datasources:1. Start the application server. Choose Start > Programs > IBM WebSphere >

Application Server v6 > Profiles > <configuration_name> > Start the Server.

2. Start the WebSphere application server Administrative Console. Choose Start > Programs > IBM WebSphere > Application Server v6 > Profiles > <configuration_name> > Administrative Console.

3. Login with any user name.

4. Specify the location of the driver libraries:

a. Expand Environment in the console navigation tree.

b. Click the WebSphere Variables link.

c. Update the DB2_JDBC_UNIVERSAL_DRIVER_PATH variable to point to the JDBC driver location. (for example, <WebSphere_install_dir>/AppServer/lib).

5. Create the security account to be used by the Informatica MDM ORS datasource:

a. Expand Security in the console navigation tree.

Click the Secure administration, application and infrastructure link.

b. Expand Java Authentication and Authorization Service under Authentication in the right side of the console window.

Click J2C Authentication Data.

Click New to create a new security account.

c. Set the following:

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• Alias = cmx_ors

• User ID = cmx_ors

• Password = <yourDB2password>

To learn about changing this username and password, see “Changing the Username and Password for the CMX_ORS User” on page 152.

d. Click OK to save.

6. Create the JDBC Provider:

a. Expand Resources in the console navigation tree and then expand the JDBC menu.

Click JDBC Providers link.

Make sure that the scope is set to Node. (Change and apply if this needs adjustment).

b. Click New to create a new JDBC Provider.

• Select DB2 from database type list.

• Select DB2 JDBC Driver from provider type list.

• Select XA data source from implementation type list.

c. Change the name to “Informatica MDM DB2 JDBC UNIVERSAL Provider (XA)”.

Click Next and Finish to save.

7. Create the Informatica MDM ORS datasource:

a. Click the created provider.

b. Click the Data Sources link (under Additional Properties in right side of the console window).

c. Click New to create the new datasource.

Fill in the form with the following values:

• Name = Informatica MDM ORS Data Source

• JNDI Name = jdbc/siperian-<db2_hostname>-<database_name>-cmx_ors-ds

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• Component-managed Authentication Alias = <hostname>/cmx_ors

d. Click Next and Finish.

Note: The JNDI name must be in lower case.

Changing the Username and Password for the CMX_ORS User

After you have installed the Informatica MDM Hub, you can change the username and password for CMX_ORS.

If you do so, you must also:• Change the password for the CMX_ORS user in DB2.

• Set the same password in the datasource on the application server.

• Register the schema with the same username and password.

Running the Cleanse Match Server Installer

The Cleanse Match Server Installer is the program used to install the Cleanse Match Server software. It is included in your Informatica MDM Hub distribution.

Installation Considerations• Important: You can install Hub Server and Cleanse Match Server using any

username you want, but you must use the same user name to install both servers.

• File names and directories in this section may vary slightly depending on what type of installation you are performing.

• The Cleanse Match Server installer can also be used to upgrade existing installations. This section covers new installations.

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Installation Steps

To install Cleanse Match Server:1. Make sure that your application server is started and running correctly.

2. Run the Informatica Cleanse Match Server installer (hub_cleanse_install.exe). The Cleanse Match Server installer is on the distribution in the \Windows\mrmcleanse directory.

The Cleanse Match Server installer displays the Introduction screen.

3. Click Next.

The License Agreement screen is displayed.

4. Click the I accept the terms of the License Agreement button and then click Next.

The Choose Install Folder screen is displayed.

5. Do one of the following:

• Click Next to install Cleanse Match Server in C:\infamdm\hub\cleanse.

• Click the Choose button to choose another location to install Cleanse Match Server and then click Next.

Important: Do not use a path that has spaces in the directory or folder names.

Note: Cleanse Match Server will fail to load if the total length of this path exceeds 256 characters.

The Choose Shortcut Folder is displayed.

6. Select a location for the product icons. Click Next.

The Enter Location of License File screen is displayed.

7. Click Choose to select a license file. Informatica provides you with a license file. If you do not have the license file, you cannot continue with the install. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) to obtain a license file.

8. Click Next to continue.

The Application Server screen is displayed.

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9. Choose the WebSphere application server and click Next.

Enter a path to the WebSphere application server and click Next.

10. The WebSphere Security Selection screen is displayed. Choose whether WebSphere is security enabled from the two options; Yes or No. No is the default.

• If you click No and Next, the WebSphere Application Server Port screen is displayed.

• If you click Yes and Next, the WebSphere Application Server Port and User Credentials screen is displayed.Fill in the WebSphere Username field and the WebSphere Password. Click Next.

11. Set the Server Name and SOAP port for your WebSphere application server. Click Next.

12. Configure cleanse engine settings for the cleanse engine you use.

Note: After installation, you will need to perform additional configuration for your cleanse engine according to the instructions in the Informatica MDM Hub Cleanse Adapter Guide.

• If you are using AddressDoctor, you must configure AddressDoctor using the Cleanse Match Server installer.

• Specify the Unlock Code, Optimization, Memory, and Correction Type parameters. For backslashes (\) in any of these parameters, use a double backslash (\\) instead. Click Next.

The Configure AddressDoctor Preload screen is displayed.

• Specify the AddressDoctor preload parameters. Click Next.

The Choose AddressDoctor Database Path screen is displayed.

• Choose the AddressDoctor database path. Click Next.

13. In the Deploy screen, click Yes to run the script during the installation, or click No to manually run it later (see “Running PostInstallSetup” on page 159 for instructions).

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14. In the Pre-Installation Summary screen, if you want to change any options, click the Previous button to navigate to the appropriate screens.

Once the summary screen reflects the options you want, click Install to start the installation process.The Please Wait screen is displayed while Informatica configures your system.

When the installation completes, the Install Complete screen is displayed.

15. Choose Yes to restart your system, or choose No to restart it later and click Done to exit the Cleanse Match Server installer.

Installation Log Files

The following log files are useful for troubleshooting any Cleanse Match Server installation process. Copy these log files to the installation documentation directory that you created in “Create an Installation Documentation Directory” on page 9.

In case of installation problems, these files will be useful to provide to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

File Description

<MDM_Install_Directory>\hub\cleanse\Informatica_Hub_Cleanse_Match_Server_InstallLog.xml

Shows the Cleanse Match Server install errors and status.

<MDM_Install_Directory>\hub\cleanse\logs\postInstallSetup.log

Shows the postInstallSetup script results.

<MDM_Install_Directory>\hub\cleanse\logs\cmxserver.log

Cleanse server logs.

<MDM_Install_Directory>\hub\cleanse\infamdm_installer_debug.txt

Shows what was chosen during the installation.

<MDM_Install_Directory>\hub\cleanse\logs\installPrereq.log

Contains the prerequisite messages generated during installation.

WebSphere log files in the following location: <WebSphere_install_dir>\profiles\AppSrv01\logs\<servername>

Name of log files: startServer.log, stopServer.log, SystemErr.log, and SystemOut.log.

Located in the tree under the install directory for your application server.

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Configuring the Cleanse Match Server

This section describes how to configure the Cleanse Match Server after it is installed.

Configuration Considerations• Important: During runtime, Cleanse Match Server must locate the installation

from which it was deployed. Therefore, do not move the EAR file to deploy onto another machine. For example, if you installed Cleanse Match Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information such as logging.

• Note: The cmxcleanse.properties file must be repackaged when a change is made to cmx.home. Any other parameter simply requires a restart of the Cleanse Match Server application.

Configuring Cleanse Match Server with Various Cleanse Engines

For more information regarding cleanse engine configuration, see the Informatica MDM Hub Cleanse Adapter Guide.

Checking the Version and Build Number

Check one of the following files to find out the Cleanse Match Server version and build number:• manifest.mf JAR entry inside the <MDM_Install_

Directory>\hub\cleanse\siperian-mrm-cleanse.ear file

• Other places to check: <MDM_Install_Directory>\hub\cleanse\bin\versionInfo.bat file<infamdm_install_directory>\hub\cleanse\conf\versionInfo.xml

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Deleting Temporary Files

By default, the temporary files generated by the cleanse service are left on disk. You can configure the cleanse server to clean these up by setting a flag in the cmxcleanse.properties file which is stored, by default, in the following directory:

<MDM_Install_Directory>\hub\cleanse\resources\

The entry appears as follows:

cmx.server.datalayer.cleanse.working_files=KEEP

You can change the value to FALSE to delete the file after cleanse/strip is completed.

cmx.server.datalayer.cleanse.working_files=FALSE

Configuring Logging Settings

You can configure the cleanse application for logging. The settings are listed in the log4j.xml file, located in the <MDM_Install_Directory>\hub\cleanse\conf directory.

The default value is INFO in the log4j.xml file. You can enable DEBUG for the Cleanse Match Server by replacing INFO with DEBUG in the log4j.xml file.

After you update this file, you must restart the Cleanse Match Server application and rerun postInstallSetup.bat.

Setting Configuration Properties

You can further configure your Cleanse Match Server installation by customizing the values in the cmxcleanse.properties file located in the resources directory (such as: C:\infamdm\hub\cleanse\resources).

After you update cmxcleanse.properties, you must restart the Cleanse Match Server application to reload the settings in the file. Your file reflects your installation, but it looks similar to the following example:

cmx.server.datalayer.cleanse.working_

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files.location=C:\infamdm\hub\cleanse\tmpcmx.server.datalayer.cleanse.working_files=KEEPcmx.server.datalayer.cleanse.execution=LOCAL

cmx.home=C:\infamdm\hub\cleanse

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Performing Post-installation Tasks

This section describes tasks to complete after you have installed the software.

Running PostInstallSetup

If you chose to have the Cleanse Match Server installer skip the post-install process, you must run this manually.

By default, this script is located in the following directory:

<MDM_Install_Directory>\hub\cleanse

To run the post-install process manually, run the following command from a command prompt:

postInstallSetup.bat -Ddatabase.password=<yourDB2password>

Configuring Cleanse Match Server for Multi-Threading

By default, Cleanse Match Server runs in single-threaded mode. If you have a Cleanse Match Server server with more than one CPU, then you may get performance benefits by configuring Cleanse Match Server for multi-threaded operation.

To configure Cleanse Match Server for multi-threading:1. Go to the following directory:

<MDM_Install_Directory>\hub\cleanse\resources

and open the cmxcleanse.properties file for editing.

2. Find the following entry in the cmxcleanse.properties file:

# Cleanse Properties# control the number thread to use while cleaningCmx_server.cleanse.num_of_thread=1

3. Set the cmx_server.cleanse.num_of_thread parameter to the number of threads appropriate for your system.

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The default, recommended value is 1 thread. Thread counts can be changed without needing to restart the server.

There are several factors you should consider:

• Number of processor cores available on your machine

You might consider setting the number of threads to the number of processor cores available on your machine. For example, set the number of threads for a dual-core machine to two threads, and set the number of threads for a single quad-core to four threads.

• Remote database connection

If you are working with a remote database, you might consider setting the threads to a number that is slightly higher than the number of processor cores, so that the wait of one thread can be used by another thread. Setting the number of threads slightly higher also enables you to account for the possible latency that might occur with a remote database.

• Process memory requirements

If you are running a memory-intensive process, you must restrict the total memory allocated to all threads that are run under the JVM to 1 Gigabyte. Because Informatica MDM Hub runs in a 32-bit JVM environment, each thread requires memory from the same JVM, and therefore the total amount of memory is restricted.

If you set the num_of_thread property to any illegal values, such as a negative number, 0, a character or a string, then the property value will be automatically reset to the default value (1).

Note: You must change this value after migration from an earlier hub version or all the values will default to one (1) thread.

Configuring Dual Cleanse Servers

You can configure multiple instances of Cleanse Match Server to run on a single machine. The effectiveness of this approach depends on the hardware you are using as well as your particular data cleansing requirements.

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Multiple instances of Cleanse Match Server must run on separate application server instances. That is, they must be in separate physical processes.

The process of configuring dual cleanse servers is primarily an exercise in application server configuration.

Note: This procedure requires that you be expert in the administration and troubleshooting of your application server implementation.

These are the steps to configuring dual cleanse servers:1. Install and configure the first instance of Cleanse Match Server as explained in

“Running the Cleanse Match Server Installer” on page 152 and “Configuring the Cleanse Match Server” on page 156.

2. Configure your system to run multiple instances of your application server. For more information, see “Configuring Multiple Instances of Your Application Server” on page 161.

3. Deploy Cleanse Match Server to the second instance of your application server. For more information, see “Deploying Cleanse Match Server on the Second Application Server Instance” on page 162.

Configuring Multiple Instances of Your Application Server

To configure your application server:1. Ensure that the machine you are configuring has sufficient memory to host

multiple instances of the application server.

2. Configure each Cleanse Match Server instance in a separate application server instance:

On WebSphere, you must either have the Network Deployment edition of WebSphere, which allows you to create and manage multiple instances, or use the instance script and adjust the settings. In either case, change the default_host port settings using the WAS Administrative Console so the values for the separate instances don’t conflict. If you are using the wsinstance script, install the Administrative Console on the new instance manually and change admin_host port assignment. For more information, see your WebSphere documentation.

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3. Test the second instance you just created.

Now you can deploy Cleanse Match Server, as described in the next section.

Deploying Cleanse Match Server on the Second Application Server Instance

There are two alternatives for deploying Cleanse Match Server on the second instance of your application server:• You can install an additional copy of Cleanse Match Server into a different

directory using the Cleanse Match Server installer.

Installing an additional copy using the Cleanse Match Server installer gives you full independence of the two Cleanse Match Server instances. There are no extra steps required to support this configuration. You can run the postInstallSetup script to deploy Cleanse Match Server to your second instance.

• You can deploy your existing Cleanse Match Server EAR into the new application server instance.

The second approach is lighter and allows multiple instances to share the Informatica MDM Hub configuration settings. The disadvantage is that both servers share the temporary directories and write to the same log file. This complicates diagnostics when both instances run Cleanse Match Server at the same time.

Using this approach, you cannot use the postInstallSetup script to deploy the additional cleanse instance, but you can deploy them manually on the application server.

Deploying the EAR File Manually

To deploy the EAR file manually, use the Informatica MDM Administrative Console for deployment. Accept all defaults.

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Using Multiple Cleanse Servers

Informatica MDM Hub supports running multiple Cleanse Match Server servers per ORS database. This allows you to parallelize the work of cleansing the data. However, only one Cleanse Match Server application is supported on a single system.

When Cleanse Match Server is not installed on the same application server as Hub Server, then you must manually configure the application server to create the datasources for Cleanse Match Server to take advantage of connection pooling and improved performance.

Note: If the datasource does not exist, the Cleanse Match Server uses the JDBC connection.

To configure multiple cleanse servers1. After you have installed and configured the Hub Server and Cleanse Match Server,

install your cleanse engine and Cleanse Match Server on another machine.

2. For each Cleanse Match Server server, on the application server create the datasource for each cmx_system. This needs to have exactly the same name and JNDI name as the Hub Server configuration. For more information about creating datasources, see the Informatica MDM Hub Administrator Guide.

3. Using Hub Console, connect to the data store.

4. Choose the Cleanse Match Server workbench.

5. Add the new cleanse server.

Informatica MDM Hub uses round-robin load-balancing to spread cleansing tasks between all the cleanse servers that are online. You can see all the cleanse servers in the Cleanse Match Server workbench.

Distributed Cleanse Match Servers

When running a stage/match job, if more than one Cleanse Match Server is registered, and if the total number of records to be staged/matched is more than 500, then the job will get distributed in parallel between the different cleanse/match servers.

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Below are the parameters that need to be set to utilize the cleanse servers based on the server configuration.

Note: To configure distributed cleanse and distributed match, you must set Thread Count and CPU Rating values when you register the Cleanse Match Server in the Hub Console.

Parameter Description

Thread Count Reflects the number of threads that a server will be asked to handle. We recommend that you set the thread count higher than the number of CPUs available if the servers are widely distributed and/or latency is high, so that servers can be doing more work during wait time.

CPU Rating Rates the relative “strength” of the CPUs across the machines; the “lowest power” machine would have a rating of 1.0. Other CPUs on different machines would have a number relative number to the lowest powered machine.

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Launching the Hub Console

This chapter introduces the Hub Console and provides instructions for launching the Hub Console.

Chapter Contents

• About the Hub Console

• Starting the Hub Console

• Post-Installation Tasks

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About the Hub Console

About the Hub Console

Administrators and data stewards can access Informatica MDM Hub features via the Informatica MDM Hub user interface, which is called the Hub Console. The Hub Console comprises a set of tools. Each tool allows you to perform a specific action, or a set of related actions. The available tools in the Hub Console depend on your Informatica license agreement.

You do not need to install the Hub Console because the Hub Console is launched from the Hub Server installation using Java Web Start. Or go to:

http://<hostname>:<port>/cmx/siperian-console.jnlp

Make sure that Java Web Start has been installed. The following URL is a page that has a link to the Web Start installer:

http://<hostname>:<port>/cmx/

In these URLs, hostname is the host running your application server and port is the port on which that application server is listening.

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Starting the Hub Console

Starting the Hub Console

To launch the Hub Console:1. Open a browser window and enter the following URL:

http://YourHubHost:<port>/cmx/

where YourHubHost is your local Informatica MDM Hub host and port is the port number. Check with your administrator for the correct port number.

Note: You must use an HTTP connection to start the Hub Console. SSL connections are not supported.

The Hub Console launch screen is displayed.

2. Click the Launch button.

The first time (only) that you launch Hub Console from a client machine, Java Web Start downloads application files.

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Starting the Hub Console

The Hub Console login screen is displayed.

3. Enter a user name and password.

Note: If you do not have a user name and password set up, contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

4. Click OK.

After you have logged in with a valid user name and password, Informatica MDM Hub will prompt you to choose a target database.

The first time you start the Hub Console, you will be prompted to select the Master Database. After you have registered one or more Operational Record Stores (ORS databases) using the Databases tool, this list will also include any registered databases as well.

The list of databases to which you can connect is determined by your security profile.

• The Master Database stores Informatica MDM Hub environment configuration settings—user accounts, security configuration, ORS registry, message queue settings, and so on. A given Informatica MDM Hub environment can have only one Master Database.

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• An Operational Record Store (ORS) stores the rules for processing the master data, the rules for managing the set of master data objects, along with the processing rules and auxiliary logic used by the Informatica MDM Hub in defining the best version of the truth (BVT). A Informatica MDM Hub configuration can have one or more ORS databases.

5. Select the Master Database or the ORS to which you want to connect.Click Connect.

Note: You can easily change the target database once inside the Hub Console.

The Hub Console is displayed, as shown in the following example.

Note: What you see might differ from this example screen shot.

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Post-Installation Tasks

Post-Installation Tasks

Verify your Informatica MDM Hub installation by completing the following tasks.

Step Task Instructions

1 Register the newly-created ORS database using the Databases tool in the Hub Console.

“Configuring Operational Record Stores and Datasources” in the Informatica MDM Hub Administrator Guide

2 Register any installed Cleanse Match Servers using the Cleanse Match Server tool in the Hub Console.

“Configuring Data Cleansing” in the Informatica MDM Hub Administrator Guide

3 Run the validation process on the newly-created ORS database using the Metadata Manager tool in the Hub Console. Save a copy of the final validation results in your installation documentation folder.

Informatica MDM Hub Metadata Manager Guide

4 Generate an Environment Report of your current Informatica MDM Hub configuration (Hub Servers, Cleanse Match Servers, the Master Database, ORS databases, and version history) using the Enterprise Manager tool in the Hub Console. Save a copy of the Environment Report in your installation documentation folder.

Appendix D, “Viewing Configuration Details,” in the Informatica MDM Hub Administrator Guide

5 Copy the following log files to the document directory you created in “Create an Installation Documentation Directory” on page 9:

• Hub Console log (console.log)

• Hub Server log (cmxserver.log)• Cleanse Match Server log

(cmxserver.log)• Database log (cmx_debug.log)

“Informatica MDM Hub Log Files” on page 186

6 Archive your installation documentation directory. If requested, submit the contents of this directory to Informatica Global Customer Support.

“Informatica Global Customer Support” on page xvi

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Uninstalling Informatica MDM Hub

This chapter describes how to uninstall your Informatica MDM Hub implementation.

Chapter Contents

• Uninstalling Informatica MDM Hub (JBoss/UNIX)

• Uninstalling Informatica MDM Hub (WebSphere/UNIX)

• Uninstalling Informatica MDM Hub (JBoss/Windows)

• Uninstalling Informatica MDM Hub (WebSphere/Windows)

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Uninstalling Informatica MDM Hub (JBoss/UNIX)

Uninstalling Informatica MDM Hub involves the following steps:

Uninstalling the Cleanse Match Server

This section describes how to remove a Cleanse Match Server installation from your system.

Note: If you have more than one Cleanse Match Server running, you must perform these steps for each Cleanse Match Server you want to uninstall.

Removing the Cleanse Match Server

To uninstall a Cleanse Match Server:1. If the Cleanse Match Server is running, stop it by stopping the application server.

2. Navigate to the following directory:

<MDM_Install_Directory>/hub/cleanse/UninstallerData

3. Run Uninstall_Informatica_Hub_Cleanse_Match_Server.

The Uninstall introduction screen is displayed.

4. Click Uninstall to begin the uninstall process.

While the process is underway, the Please Wait screen is displayed.

When the process is done, the Uninstall Complete screen is displayed.

5. Click Done.

Step Task Instructions

1 Remove each instance of the Cleanse Match Server software.

“Uninstalling the Cleanse Match Server” on page 172

2 Remove the Hub Server software. “Uninstalling the Hub Server” on page 173

3 Remove the Hub Store (databases and users) from DB2.

“Uninstalling the Hub Store from DB2” on page 183

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Note: The installation process begins by undeploying any pre-existing Cleanse Match Servers. If the undeployment process fails, you will need to undeploy manually according to the instructions in “Manually Undeploying the Cleanse Match Server” on page 173.

Manually Undeploying the Cleanse Match Server

If for some reason you need to manually undeploy the Cleanse Match Server in the JBoss application server environment, delete the siperian-mrm-cleanse.ear from the <JBoss_install_dir>/server/<configuration_name>/deploy directory.

Note: Restart the JBoss application server if the JBoss auto-deploy process does not remove the applications. For more information, refer to your JBoss administration documentation.

Uninstalling the Hub Server

This section describes how to remove a Hub Server installation from your system.

Removing the Hub Server

To uninstall Hub Server:1. Navigate to the<MDM_Install_Directory>/hub/server/UninstallerData

directory and execute Uninstall_Informatica_Hub_Server.

The Uninstall introduction screen is displayed.

2. Click Uninstall to begin the uninstall process.

When the process is underway, the Please Wait screen is displayed.

When the process is done, the Uninstall Complete screen is displayed.

3. Click Done.

Important: When uninstalling the Hub Server, check for the presence of the following files and delete them if they were not deleted from the <JBoss_Home>/server/<configuration_name>/deploy folder. These files must be removed before you can upgrade to the current version of Informatica MDM Hub:

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siperian-mrm.earsiperian-mrm-ds.xmlsiperian-mrm-cleanse.ear

Manually Undeploying the Hub Server

The uninstall process should automatically do the following actions for you:• Delete siperian-mrm.ear and siperian-mrm-ds.xml from the <JBoss_

install_dir>/server/<configuration_name>/deploy directory.

• Remove the following files from server/default/deploy/messaging if they exist. These files contain the JMS configuration queue.

• siperian-jms-ds.xml

• siperian-destination-service.xml

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Uninstalling Informatica MDM Hub (WebSphere/UNIX)

Uninstalling Informatica MDM Hub involves the following steps:

Note: You may have to manually remove some artifacts on the file system left behind after uninstalling (directories, log files, custom code, etc.).

Uninstalling the Cleanse Match Server

This section describes how to remove a Cleanse Match Server installation from your system.

Note: If you have more than one Cleanse Match Server running, you must perform these steps for each Cleanse Match Server you want to uninstall.

Removing the Cleanse Match Server

To uninstall a Cleanse Match Server:1. If the Cleanse Match Server is running, stop it by stopping the application server.

2. Navigate to the following directory:

<MDM_Install_Directory>/hub/cleanse/UninstallerData

3. Run Uninstall_Informatica_Hub_Cleanse_Match_Server.

The Uninstall introduction screen is displayed.

4. Click Uninstall to begin the uninstall process.

Step Task Instructions

1 Remove each instance of the Cleanse Match Server software.

“Uninstalling the Cleanse Match Server” on page 175

2 Remove the Hub Server software. “Uninstalling the Hub Server” on page 176

3 Remove the Hub Store (databases and users) from DB2.

“Uninstalling the Hub Store from DB2” on page 183

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While the process is underway, the Please Wait screen is displayed.

When the process is done, the Uninstall Complete screen is displayed.

5. Click Done.

Note: The installation process begins by undeploying any pre-existing Cleanse Match Servers. If the undeployment process fails, you will need to undeploy manually according to the instructions in “Manually Undeploying the Cleanse Match Server” on page 176.

Manually Undeploying the Cleanse Match Server

If for some reason you need to manually undeploy the Cleanse Match Server in the WebSphere application server environment, uninstall the siperian-mrm-cleanse.ear application using the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. For more information, refer to your WebSphere documentation

Uninstalling the Hub Server

This section describes how to remove a Hub Server installation from your system.

Removing the Hub Server

To uninstall Hub Server:1. Navigate to the <MDM_Install_Directory>/hub/server/UninstallerData

directory and execute Uninstall_Informatica_Hub_Server.

The Uninstall introduction screen is displayed.

2. Click Uninstall to begin the uninstall process.

When the process is underway, the Please Wait screen is displayed.

When the process is done, the Uninstall Complete screen is displayed.

3. Click Done.

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Manually Undeploying the Hub Server

The install process should automatically undeploy the siperian-mrm.ear application using the WebSphere Application Server Administrative Console.

Uninstalling Informatica MDM Hub (JBoss/Windows)

Uninstalling Informatica MDM Hub involves the following steps:

Uninstalling the Cleanse Match Server

This section describes how to remove a Cleanse Match Server installation from your system.

Removing the Cleanse Match Server

To uninstall a Cleanse Match Server:1. If the Cleanse Match Server is running, stop it by stopping the application server.

2. Do one of the following:

• Click the Start button and select Programs > Infamdm > Hub > Cleanse > Uninstall Informatica MDM Hub Cleanse Match Server, or

• Navigate to the <MDM_Install_Directory>\hub\cleanse\UninstallerData directory and double-click Uninstall_Informatica_MDM_Hub_Cleanse_Match_Server.exe.

The Uninstall introduction screen is displayed.

3. Click Uninstall to begin the uninstallation.

Step Task Instructions

1 Remove each instance of the Cleanse Match Server software.

“Uninstalling the Cleanse Match Server” on page 177

2 Remove the Hub Server software. “Uninstalling the Hub Server” on page 178

3 Remove the Hub Store (databases and users) from DB2.

“Uninstalling the Hub Store from DB2” on page 183

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While the process is underway, the Please Wait screen is displayed.

The Uninstall Complete screen is displayed.

4. Click Done.

Manually Undeploying the Cleanse Match Server

For JBoss, delete the siperian-mrm-cleanse.ear file from the server\<configuration_name>\deploy directory.

Note: Restart the JBoss application server if the JBoss auto-deploy process does not remove the applications. For more information, refer to your JBoss Administration documentation.

Uninstalling the Hub Server

This section describes how to remove a Hub Server installation from your system.

Removing the Hub Server

To uninstall the Hub Server:1. Do one of the following:

• Click the Start button and select Programs > Infamdm > Hub > Server > Uninstall Informatica MDM Hub Server, or

• Navigate to the <MDM_Install_Directory>\hub\server\UninstallerData directory and double-click Uninstall_Informatica_MDM_Hub_Server.exe.

The Uninstall introduction screen is displayed.

2. Click Uninstall to begin the uninstallation.

The Uninstall Complete screen is displayed.

3. Click Done.

You must restart the application server after you uninstall.

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Manually Undeploying the Hub Server

If you are using the JBoss application server, delete siperian-mrm.ear and siperian-mrm-ds.xml from the <JBoss_install_dir>/server/<configuration_name>/deploy directory.

Also remove the following files from server/<configuration_name>/deploy/jms if they exist.These files contain the JMS configuration queue.• siperian-jms-ds.xml

• siperian-jmsmq-service.xml

Note: Restart the server if the auto-deploy process of JBoss doesn’t remove the applications. For more information, see your JBoss documentation.

Uninstalling Informatica MDM Hub (WebSphere/Windows)

Uninstalling Informatica MDM Hub involves the following steps:

Uninstalling the Cleanse Match Server

This section describes how to remove a Cleanse Match Server installation from your system.

Step Task Instructions

1 Remove each instance of the Cleanse Match Server software.

“Uninstalling the Cleanse Match Server” on page 179

2 Remove the Hub Server software. “Dropping Hub Store Databases” on page 180

3 Remove the Hub Store (databases and users) from DB2.

“Uninstalling the Hub Store from DB2” on page 183

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Removing the Cleanse Match Server

To uninstall a Cleanse Match Server:1. If the Cleanse Match Server is running, stop it by stopping the application server.

2. Do one of the following:

• Click the Start button and select Programs > Infamdm> Hub > Cleanse > Uninstall Informatica MDM Hub Cleanse Match Server, or

• Navigate to the MDM_Install_Directory\hub\cleanse\UninstallerData directory and double-click Uninstall_Informatica_MDM_Hub_Cleanse_Match_Server.exe.

The Uninstall introduction screen is displayed.

3. Click Uninstall to begin the uninstallation.

While the process is underway, the Please Wait screen is displayed.

The Uninstall Complete screen is displayed.

4. Click Done.

Manually Undeploying the Cleanse Match Server

For WebSphere, uninstall the siperian-mrm-cleanse.ear application from the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. See your WebSphere documentation for more information.

Dropping Hub Store Databases

Note: You must have DB2 DBA privileges to complete the instructions in this section.

To drop Hub Store databases:1. Log into Hub Console according to the instructions in “Starting the Hub Console”

on page 167.

2. Start the Databases tool according to the instructions in the Informatica MDM Hub Administrator Guide.

3. Acquire a write lock.

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4. In the list of databases, select the ORS database(s) that you want to unregister, and then click the button.

The Databases tool prompts you to confirm unregistering the ORS.

5. Click Yes.

6. Connect to the DB2 instance using SQL*PLUS, using a login with DBA privileges.

7. For each of the schemas listed in “Database Objects to Drop” on page 183, issue the following command (dropping the user with the CASCADE option also drops the associated database):

connect to db2 as admin user

executingdb2 set schema cmx_ors

executingdb2 set path cmx_ors

executingdb2 terminate

executingdb2 set sqlcompat plsql

executingdb2 -td@ -vf clean_db2_schema_progress.sql

db2 -td@ -s -f clean_db2_schema.sql

db2 terminate

8. For the Hub Store, issue the following command (dropping the user with the CASCADE option also drops the associated database).

Connect to db2 as admin user:

executingdb2 set schema cmx_system

executingdb2 set path cmx_system

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executingdb2 terminate

executingdb2 set sqlcompat plsql

executingdb2 -td@ -vf clean_db2_schema_progress.sql

db2 -td@ -s -f clean_db2_schema.sql

db2 terminate

Uninstalling the Hub Server

This section describes how to remove a Hub Server installation from your system.

Removing the Hub Server

To uninstall the Hub Server:1. Do one of the following:

• Click the Start button and select Programs > Infamdm > Hub > Server > Uninstall Informatica MDM Hub Server, or

• Navigate to the MDM_Install_Directory\hub\server\UninstallerData directory and double-click Uninstall_Informatica_MDM_Hub_Server.exe.

2. Click Uninstall to begin the uninstallation.

The Uninstall Complete screen is displayed.

3. Click Done.

You must restart the application server after you uninstall.

Manually Undeploying the Hub Server

If for some reason you need to manually undeploy the Hub Server in the WebSphere environment, uninstall the siperian-mrm.ear application using the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. For more information, see your WebSphere documentation.

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Uninstalling the Hub Store from DB2

This section describes how to uninstall the Hub Store for all supported platforms and application server environments.

Note: File names and directories in this section may vary slightly depending on what type of installation you are performing.

Database Objects to Drop

When uninstalling the Master Database, you must:• Drop any Master Database database schemas (Master Database and any ORS

databases).

The scripts to do use are:

clean_db2_schema_progress.sqlclean_db2_schema.sql

• After you run the scripts, drop the database:

executingdrop database <database_alias>

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Troubleshooting

This chapter explains how to troubleshoot your installation and make changes to your application and database servers after running the installation process.

Chapter Contents

• Informatica MDM Hub Log Files

• Bypassing Prerequisite Installation

• Updating Parameters After Installation

• Checking the Hub and Cleanse Match Server Silent Install

• MATCH Process Error: VerifyNeedToStrip

• Inaccurate Start/Stop Timestamp for ORS

• major.minor Version Errors When Loading Cleanse Match Server

• Low Cleanse/Match Application Server Performance

• Troubleshooting (JBoss/UNIX)

• Troubleshooting (WebSphere/UNIX)

• Troubleshooting (JBoss/Windows)

• Troubleshooting (WebSphere/Windows)

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Informatica MDM Hub Log Files

Informatica MDM Hub Log Files

This section describes the Informatica MDM Hub log files that you can use for troubleshooting your installation.

Informatica MDM Hub Log Files (UNIX)

This section describes the Informatica MDM Hub log files on the UNIX platform.

About the Informatica MDM Hub Log Files

Informatica MDM Hub creates the following log files:• console.log

• cmxserver.log (for Master Reference Manager)

• cmx_debug.log

• cmxserver.log (for Cleanse Match Server)

console.log

This log file is created in c:/Documents and Settings/<user_home>/infamdm/console.log. It contains the log messages from the Hub Console. Any errors that occur when communicating with the application server or error messages from the application server or console error messages are logged to this file. By default console.log is ON and created.

This log file is a rolling log file. Once it reaches 5 MB, it is copied to console.log.1 and resumes. Hub Server does this indefinitely, potentially creating very many log files. It is a good idea to periodically delete the old files, or transfer them to some other storage.

The console.log file is created on the local machine from which you launch and use the Hub Console.

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Informatica MDM Hub Log Files

Note: The PATH given for the console log is a Windows path, not a UNIX one, as the console.log file is written on the local machine on which you have launched Hub Console.

cmxserver.log (for Master Reference Manager)

This is the log file for the application server. During installation, if you choose the default location, cmxserver.log appears in <MDM_Install_Directory>/hub/server/logs. In general the file location is <MDM_Install_Directory>/hub/server/logs.

This log file contains all of the logging and debugging information from the application server. By default cmxserver.log is ON and created. This log file is a rolling log file and once it reaches 5MB, it is copied to cmxserver.log.1 and resumes. Hub Server does this indefinitely, potentially creating very many files. It is a good idea to periodically delete the old files, or transfer them to some other storage.

cmxserver.log (for Cleanse Match Server)

This log file is for the CLEANSE, TOKENIZATION, and SIMULATION functions. It is located in the <Cleanse_Install_Directory>/hub/cleanse/logs directory. This log file contains all of the debugging and error messages for the Cleanse process (Landing >Staging). By default cmxserver.log is ON. This log file is a rolling log file and once it reaches 5MB, it is copied to cmxserver.log.1 and resumes.

cmx_debug.log

This log file is for the database stored procedures. This log file contains all of the logging information for the PUT, GET, GETLIST, MATCH, LOAD, MERGE, and AUTOMERGE stored procedures. By default cmx_debug.log is ON. To set debug logging on, see “Enabling Debug Logging” on page 188.

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Informatica MDM Hub Log Files

Enabling Debug Logging

To enable debug logging you need to modify the build.properties file before you create the database.db2.debug.ind=1db2.debug.path=/home/db2inst1/cmx_debug/db2.debug.file=cmx_ors_debug.log

For more information about the debug log, see the instructions in the Informatica MDM Hub Administrator Guide for the Enterprise Manager tool in the Hub Console.

Changing the Log File Locations

Do not edit the cmxserver.properties file to change the location of the logs.• For Informatica MDM Hub on WebSphere, edit the following file:

<MDM_Install_Directory>/conf/log4j.xml

• For Cleanse Match Server, edit the following file:

<MDM_Install_Directory>/conf/log4j.xml

Maintaining the Log Files

The rolling nature of all Informatica MDM Hub log files means that you must periodically perform some housekeeping, either deleting old logs or moving them to permanent storage to keep them from becoming too numerous and taking up too much space.

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Informatica MDM Hub Log Files (Windows)

This section describes the Informatica MDM Hub log files on the Windows platform.

About the Informatica MDM Hub Log Files

Informatica MDM Hub creates the following log files:• console.log

• cmxserver.log (for Master Reference Manager)

• cmxserver.log (for Cleanse Match Server)

• cmx_debug.log

• cmxserver.log (for Cleanse Match Server)

Note: Some files include password information.

console.log

This file is created in C:\Documents and Settings\<MDM_Install_Directory>\infamdm\console.log It contains the messages from the Hub Console. Any errors that occur when communicating with the application server or error messages from the application server or console error messages are logged to this file.

By default cmxconsole.log is ON and created. It is a good idea to periodically delete the old files, or transfer them to some other storage.

cmxserver.log (for Master Reference Manager)

This is the log file for the application server. During installation, if you choose the default location, cmxserver.log appears in C:\<MDM_Install_Directory>\hub\server\logs. In general, the file location is <MDM_Install_Directory>\hub\server\logs.

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Informatica MDM Hub Log Files

This file contains all of the logging and debugging information from the application server. By default cmxserver.log is ON and created. This file is a rolling file and once it reaches 5MB, it is copied to cmxserver.log.1 and resumes. Hub Server does this indefinitely, potentially creating very many files. It is a good idea to periodically delete the old files, or transfer them to some other storage.

cmxserver.log (for Cleanse Match Server)

This file is for the CLEANSE\TOKENIZATION\SIMULATION. It is located in the install directory <MDM_Install_Directory>\hub\cleanse\logs. This file contains all of the debugging and error messages for the Cleanse process (Landing > Staging). By default cmxserver.log is ON. This file is a rolling file and once it reaches 5MB, it is copied to cmxserver.log.1 and resumes.

cmx_debug.log

The cmx_debug.log file is for the database stored procedures. It contains all of the logging information for the PUT, GET, GETLIST, MATCH, LOAD, MERGE, and AUTOMERGE stored procedures. By default cmx_debug.log is ON. To set debug logging on, see “Enabling Debug Logging” on page 190. The Enterprise Manager allows you to change the name of the debug file.

Note: If debug logging is enabled, make sure that the log file size multiplied by the maximum number of database log files does not exceed the storage available, or the maximum file size of your operating system.

Enabling Debug Logging

To enable debug logging you need to modify the build.properties file before you create the databasedb2.debug.ind=1db2.debug.path=/home/db2inst1/cmx_debug/db2.debug.file=cmx_ors_debug.log.

For more information about the debug log, see the instructions in the Informatica MDM Hub Administrator Guide for the Enterprise Manager tool in the Hub Console.

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Updating Parameters After Installation

Setting the Location of the Log Files

Important: DO NOT edit the cmxserver.properties file to change the location of the logs.

where <infamdm_install_directory> is the directory into which you installed HubServer and Cleanse Match Server.

Bypassing Prerequisite InstallationTo bypass the prerequisite validation in the installation, you can add the following parameter to the install command:

-DSIPERIAN_INSTALL_PREREQ_VALIDATION=false

Updating Parameters After Installation

This section describes how to update Hub Server and Cleanse Match Server parameters after installation.

Updating Hub Server Parameters After Installation

If the environment changes or parameters were entered incorrectly during the installation process, you can manually correct the information after you run the installation.

The postInstallSetup script undeploys your current application (if there is one), repackages your application with the new information, configures your message queues, installs or recreates your datasource and deploys the newly packaged application to your application server.

Component Configuration file to edit to set the location of the logs

Hub Server <infamdm_install_directory>\conf\log4j.xml

Cleanse Match Server <infamdm_install_directory>\conf\log4j.xml

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Updating Parameters After Installation

Note: For more information on running postInstallSetup, see “PostInstallSetup” on page 37.

For instructions on specific application servers and platforms, see the following topics:• “Changing the Hub Server Parameters (WebSphere/UNIX)” on page 204

• “Changing the Hub Server Parameters (WebSphere/Windows)” on page 213

Updating Cleanse Match Server Parameters After Installation

If the environment changes or parameters were entered incorrectly during the installation process, you can manually correct the information after you run the installation.

For instructions, see:• “Changing the Cleanse Match Server Parameters (WebSphere/UNIX)” on page

205

• “Changing the Cleanse Match Server Parameters (WebSphere/Windows)” on page 214

The postInstallSetup script is used to use manually repackage the application and redeploy it on your application. It undeploys your current application (if there is one), repackages your application with the new information, configures your message queues, installs or recreates your datasource and deploys the newly packaged application to your application server. For more information on running postInstallSetup, see “PostInstallSetup” on page 37.

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Checking the Hub and Cleanse Match Server Silent Install

Checking the Hub and Cleanse Match Server Silent Install

This section describes how to confirm that your silent install was successful. A failed silent install could be due to many factors, including incorrect information in the silent property file (such as the incorrect application-server installation paths, or the fact that the file contains too many port numbers). To verify that your silent install succeeded, you can check files for entries related to the silent install, and folders for files related to the silent install.

Checking the Hub Server and Cleanse Match Server Silent Install (UNIX)

This section applies to checking silent installs in the UNIX environment.

Checking the Hub Server Silent Install

The following tables list the files or folders you should check when you perform a silent Hub Server install.

If any of the contents of the files or the properties listed in the table above are incorrect, you must enter the correct contents or properties manually into the silent-install property file, then restart the installation. Alternatively, you can make corrections to the individual files, such as the cmxserver.properties file, and rerun the postInstallSetup command manually from the same <server_install_dir>.

Location Check For

<MDM_Install_Directory>/logs

postInstallSetup.log: Check for any ERROR in the log.

<MDM_Install_Directory>/setSiperian.bat where appserver is WebSphere

Check for following variables and make sure their values are correct in your environment.

SET SIP_HOME=C:/infamdm/hub/server

SET WAS_HOME=C:/Program Files/IBM/WebSphere/AppServer

SET WAS_SERVER=server1

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Checking the Hub and Cleanse Match Server Silent Install

Checking the Cleanse Match Server Silent Install

The following tables list the files or folders you should check when you perform a silent Cleanse Match Server install.

Location Check For

<MDM_Install_Directory>/logs

postInstallSetup.log: Check for any ERROR in the file

<Cleanse_Install_Directory>/resources/cmxcleanse.properties

and cmx.appserver.type files

# IDQ Properties

# Address Doctor Properties

cleanse.library.addressDoctor.property.AddressDoctor.UnlockCode=

cleanse.library.addressDoctor.property.AddressDoctor.DatabasePath=C:/addressdoctor

cleanse.library.addressDoctor.property.AddressDoctor.Optimization=ADDRESSES_SORTED_BY_COUNTRIES

cleanse.library.addressDoctor.property.AddressDoctor.MemoryMB=600

cleanse.library.addressDoctor.property.AddressDoctor.CorrectionType=CORRECT_ONLY

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CERTIFIED.PRELOAD_PART=US

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CERTIFIED.PRELOAD_FULL=

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CORRECTION_ONLY.PRELOAD_PART=CA, US

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CORRECTION_ONLY.PRELOAD_FULL=

# Trillium Director Properties

cleanse.library.trilliumDir.property.config.file.1=C:/infamdm/hub/cleanse/resources/Trillium/samples/director/td_default_config_Global.txt

cleanse.library.trilliumDir.property.config.file.2=C:/infamdm/hub/cleanse/resources/Trillium/samples/director/td_default_config_US_detail.txt

cleanse.library.trilliumDir.property.config.file.3=C:/infamdm/hub/cleanse/resources/Trillium/samples/director/td_default_config_US_summary.txt

<Cleanse_Install_Directory>/resources/cmxserver.properties

cmx.home=$USER_INSTALL_DIR$

# Application server type: websphere

cmx.appserver.type=$SIP.APPSERVER.TYPE$

# default setting: 8880 for websphere only

cmx.appserver.soap.connector.port=$SIP.WEBSPHERE.SOAP.PORT$

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Checking the Hub and Cleanse Match Server Silent Install

If any of the contents of the files or the properties listed in the table above are incorrect, you must enter the correct contents or properties manually into the silent-install property file, then restart the installation. Alternatively, you can make corrections to the individual files, such as the cmxcleanse.properties file, and rerun the postInstallSetup command manually from the same <Cleanse_Install_Directory>.

<Cleanse_Install_Directory>/setSiperianEnv.bat where the appserver is JBoss

All the settings in setSiperianEnv.bat for Cleanse Match Server are the same as for the Hub Server.

<Cleanse_Install_Directory>/setSiperianEnv.bat where appserver is WebSphere

All the settings in setSiperianEnv.bat for Cleanse Match Server are the same as for the Hub Server.

Location Check For

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Checking the Hub and Cleanse Match Server Silent Install

Checking the Hub Server and Cleanse Match Server Silent Install (Windows)

This section applies to checking silent installs in the Windows environment.

Checking the Hub Server Silent Install (Windows)

Check these files or folders when you perform a silent Hub Server install.

If any of the items are incorrect, enter the correct contents or properties manually into the silent-install property file, then restart the installation. You can also make corrections to the individual files, such as the cmxserver.properties file, and rerun the postInstallSetup command manually from the same <server_install_dir>.

Location Check For

<server_install_dir>\logs postInstallSetup.log: Check for any ERROR in the log.

<server_install_dir>\bin\build.properties where the appserver is WebSphere

Database credentials.

Look for the following properties and make sure their values are correct. Example values:

masterdatabase.type=DB2

masterdatabase.server=Server_name

masterdatabase.port=port

masterdatabase.dbname=database_name

masterdatabase.schemaname=cmx_system

masterdatabase.user=db2admin

<server_install_dir>\resources\cmxserver.properties

cmx.server.masterdatabase.type, cmx.appserver.type, cmx.appserver.rmi.port and cmx.appserver.soap.connector.port

<MDM_Install_Directory>\setSiperian.bat where appserver is WebSphere

Check for following variables and make sure their values are correct in your environment.

SET SIP_HOME=C:\infamdm\hub\server

SET WAS_HOME=C:\Program Files\IBM\WebSphere\AppServer

SET WAS_SERVER=server1

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Checking the Hub and Cleanse Match Server Silent Install

Checking the Cleanse Match Server Silent Install (Windows)

Check these files or folders when you perform a silent Cleanse Match Server install.

Location Check For

<MDM_Install_Directory>\logs

postInstallSetup.log: Check for any ERROR in the file

<MDM_Install_Directory>\resources\cmxcleanse.properties

and cmx.appserver.type files

#IDQ Properties

# Address Doctor Properties

cleanse.library.addressDoctor.property.AddressDoctor.UnlockCode=

cleanse.library.addressDoctor.property.AddressDoctor.DatabasePath=C:/addressdoctor

cleanse.library.addressDoctor.property.AddressDoctor.Optimization=ADDRESSES_SORTED_BY_COUNTRIES

cleanse.library.addressDoctor.property.AddressDoctor.MemoryMB=600

cleanse.library.addressDoctor.property.AddressDoctor.CorrectionType=CORRECT_ONLY

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CERTIFIED.PRELOAD_PART=US

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CERTIFIED.PRELOAD_FULL=

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CORRECTION_ONLY.PRELOAD_PART=CA, US

cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CORRECTION_ONLY.PRELOAD_FULL=

# Trillium Director Properties

cleanse.library.trilliumDir.property.config.file.1=C:\infamdm\hub\cleanse\resources\Trillium\samples\director\td_default_config_Global.txt

cleanse.library.trilliumDir.property.config.file.2=C:\infamdm\hub\cleanse\resources\Trillium\samples\director\td_default_config_US_detail.txt

cleanse.library.trilliumDir.property.config.file.3=C:\infamdm\hub\cleanse\resources\Trillium\samples\director\td_default_config_US_summary.txt

<MDM_Install_Directory>\resources\cmxserver.properties

cmx.home=$USER_INSTALL_DIR$

# Application server type: websphere

cmx.appserver.type=$SIP.APPSERVER.TYPE$

# default setting: 8880 for websphere only

cmx.appserver.soap.connector.port=$SIP.WEBSPHERE.SOAP.PORT$

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MATCH Process Error: VerifyNeedToStrip

If any of the contents of the files or the properties listed in the table above are incorrect, you must enter the correct contents or properties manually into the silent-install property file, then restart the installation. Alternatively, you can make corrections to the individual files, such as the cmxserver.properties file, and rerun the postInstallSetup command manually from the same <MDM_Install_Directory>.

MATCH Process Error: VerifyNeedToStrip

This section applies if you encounter VerifyNeedToStrip error SIP-16062 during the execution of the Match process.

VerifyNeedToStrip (UNIX)

If you receive VerifyNeedToStrip error SIP-16062 while you run a Match process, check the following library and environment variable settings:• The library path environment variable should contain the following path for the

Informatica profile:

<MDM_Install_Directory>/lib

The library path environment variable depends on the platform:

• AIX: LIBPATH

• HP-UX: SHLIB_PATH

• Solaris, Suse, or RedHat: LD_LIBRARY_PATH

Example (HP-UX):

SHLIB_PATH=/u1/infamdm/hub/cleanse/lib

• The SSAPR environment variable should include the following path for all users (such as the Informatica user):

<MDM_Install_Directory>/resources

<MDM_Install_Directory>\setSiperianEnv.bat where appserver is WebSphere

All the settings in setSiperianEnv.bat for Cleanse Match Server are the same as for the Hub Server.

Location Check For

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Inaccurate Start/Stop Timestamp for ORS

Example:

SSAPR=/u1/infamdm/hub/cleanse/resources

VerifyNeedToStrip (Windows)

If you receive VerifyNeedToStrip error SIP-16062 while you run a Match process, check the following library and environment variable settings:• The PATH environment variable should contain the following path for the

Informatica profile:

<MDM_Install_Directory>\cleanse\lib

Example:

PATH=C:\infamdm\hub\cleanse\lib

• The SSAPR environment variable should include the following path for all users (such as the Informatica user):

<MDM_Install_Directory>\cleanse\resources

Example:

SSAPR=C:\infamdm\hub\cleanse\resources

Inaccurate Start/Stop Timestamp for ORS

If you create an ORS, then export it, and subsequently reuse the .dmp file of this previously-installed ORS to create a second ORS, the start date and end date columns in the C_REPOS_DB_VERSION table of this ORS will have a different value from the actual start date and end date. This difference in date does not affect any functionality.

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major.minor Version Errors When Loading Cleanse Match Server

major.minor Version Errors When Loading Cleanse Match Server

If you see multiple major.minor console errors when you try to load your Cleanse Match Server, check that your system has the correct Java version installed (Java 1.6).

Low Cleanse/Match Application Server Performance

Application Server performance can be slow due to a high number of performance log entries in the log4j.xml file.

To remedy this, modify the log4j.xml file to exclude performance-related logging as follows:

<category name="siperian.performance" additivity="false"> <priority value="OFF"/><appender-ref ref="fileAppender"/></category>

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Troubleshooting (JBoss/UNIX)

Troubleshooting (JBoss/UNIX)

This section provides troubleshooting instructions for JBoss on UNIX.

Changing the Hub Server Parameters (JBoss/UNIX)

You can change the following Hub Server parameters:• JBoss application server and RMI port number

• Database server and instance name

Changing the RMI Port Number for JBoss

To change the application server and RMI port number:1. Open the following file in a text editor:

<MDM_Install_Directory>/resources/cmxserver.properties

2. Change the following value:

cmx.appserver.rmi.port=1099

3. Go to <MDM_Install_Directory> and run postInstallSetup.sh.

4. Restart the application server.

Changing the Database Server and Instance Name for JBoss

To change the database server and instance name:1. Open the following file in a text editor:

<JBoss_install_dir>/server/<configuration_name>/deploy/siperian-mrm-ds.xml

2. Change the following values:

<xa-datasource-property name="URL">jdbc:DB2-<host>:<port>:<instance></xa-datasource-property>

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Troubleshooting (JBoss/UNIX)

where host is the name of the host running your DB2 database, port is the port number on which DB2 is listening, and instance is the name of your DB2 instance.

Note: Do not run postInstallSetup for JBoss.

3. Restart the application server.

Manually Redeploying the Hub Server (JBoss/UNIX)

Informatica provides the postInstallSetup script that both the Hub Server installer and user can use to deploy/redeploy the Hub Server application to the application server. However, you can also use the default application server’s tool to do the deployment yourself, as long as it is deployed from the Hub Server installation directory. To manually redeploy the Hub Server application:1. Stop the server.

2. Remove the siperian-mrm.ear from <JBoss_install_dir>/server/<configuration_name>/deploy to make sure the application is totally removed.

3. Copy the siperian-mrm.ear from the Hub Server installation directory.

4. Start the server.

Refer to your JBoss documentation for more information.

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Troubleshooting (JBoss/UNIX)

Manually Undeploying the Cleanse Match Server (JBoss/UNIX)

The installation process begins by undeploying any pre-existing Cleanse Match Servers. If this process fails, you will need to undeploy manually. Delete the siperian-mrm-cleanse.ear from the <JBoss_install_dirE>/server/<configuration_name>/deploy directory.

Note: Restart the server if the auto-deploy process of JBoss does not remove the applications. See your JBoss administration documentation for more information.

Setting the JVM Size (JBoss/UNIX)

If you are using AddressDoctor Cleanse Engine as your cleanse engine to run any batch process, you must make sure that the stack size for the JVM is sufficient. If you do not set this properly for your application server, AddressDoctor will throw an exception during certification.

To set the JVM size for JBoss:1. Go to your JBoss home directory.

2. Navigate to the bin directory.

3. Open run.sh in a text editor.

4. Set the JAVA_OPTS variable as follows:

JAVA_OPTS=${JAVA_OPTS} -Xmx1024m

5. Save and close the run.sh file.

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Troubleshooting (WebSphere/UNIX)

Troubleshooting (WebSphere/UNIX)

This section provides troubleshooting instructions for WebSphere on UNIX.

Changing the Hub Server Parameters (WebSphere/UNIX)

You can change the following parameters:• RMI port number

• SOAP port number

To change the RMI or SOAP port numbers:1. Open the following file in a text editor:

<MDM_Install_Directory>/resources/cmxserver.properties

2. Change any of the following values:

cmx.appserver.rmi.port=2809cmx.appserver.soap.connector.port=8880

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.sh -Ddatabase.password=<yourDBPassword>

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

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Troubleshooting (WebSphere/UNIX)

Changing the Cleanse Match Server Parameters (WebSphere/UNIX)

You can change the SOAP port number.

To change the SOAP port numbers:1. Open the following file in a text editor:

<MDM_Install_Directory>/resources/cmxcleanse.properties

2. Change any of the following values:

cmx.appserver.soap.connector.port=8880

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.sh -Ddatabase.password=<yourDBPassword>

where yourDBPassword the password for your database.

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

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Troubleshooting (WebSphere/UNIX)

Changing the Hub Server Parameters for the Database (WebSphere/UNIX)

You can change the following database parameters for WebSphere:• Database server name

• Database instance name

Changing Server Name for the Database

To change the database server name:1. Open the following file in a text editor:

<MDM_Install_Directory>/bin/build.properties

2. Change the following values:

masterdatabase.type=DB2masterdatabase.server=<database_server_name>masterdatabase.port=<port>masterdatabase.dbname=<database_name>masterdatabase.schemaname=cmx_systemmasterdatabase.user=db2admin

masterdatabase.jdbc.url=jdbc:db2:// <database_host_name>:<port>/<database_name>

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.sh -Ddatabase.password=<yourDBPassword>

where yourDBPassword is the password for your database.

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

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Changing Instance Name for the Database

To change the instance name:1. Open the following file in a text editor:

<MDM_Install_Directory>/bin/build.properties

2. Change the following values:

masterdatabase.jdbc.url=jdbc:db2:// <database_host_name>:<port>/<database_name>

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.sh -Ddatabase.password=<yourDBPassword>

where yourDBPassword is the password for your database.

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

Manually Redeploying the Hub Server Application (WebSphere/UNIX)

Informatica provides the postInstallSetup script that both the Hub Server installer and user can use to deploy/redeploy the Hub Server application to the application server. However, you can also use the WebSphere Application Server Administrative Console to redeploy siperian-mrm.ear as long as it is deployed from the Hub Server installation directory.

Use the WebSphere Application Server Administrative Console to redeploy siperian-mrm.ear. To redeploy the Hub Server on the WebSphere application server:1. Use the WebSphere Server Administration Console to undeploy the

siperian-mrm.ear file.

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2. Use the WebSphere Application Server Administrative Console to install the siperian-mrm.ear file.

Be sure to allow the deployment to generate default bindings by checking the option in the “Preparing for the application installation” panel.

Manually Undeploying the Cleanse Match Server (WebSphere/UNIX)

The installation process begins by undeploying any pre-existing Cleanse Match Servers. If this process fails, you will need to undeploy manually. Uninstall the siperian-mrm-cleanse.ear application from the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. See your WebSphere documentation for more information.

Setting the JVM Size (WebSphere/UNIX)

If you are using AddressDoctor Cleanse Engine as your cleanse engine to run any batch process, you must make sure that the stack size for the JVM is sufficient. If you do not set this properly for your application server, AddressDoctor will throw an exception during certification.

To set the JVM size for WebSphere:1. Open the WebSphere Console.

2. Go to Servers > Application Server > <Your_Server> > Process Definition > Java Virtual Machine

3. Add the following to the Generic JVM Arguments

-Xss1024k - Initializes the stack with at least 256 KB

-Xss1024m - Initializes the stack when running in CASS mode

-Xmx1024m - Initializes the heap with a maximum of 1024 MB

-Xms128m - Initializes the heap with at least 128 MB

4. Save the configuration.

5. Restart the server.

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Changing the SOAP Request Timeout (WebSphere/UNIX)

If the postinstallsetup process fails due to a timeout error, you can increase the SOAP request timeout value and retry the process. Locate and edit the following file:

<portal_profile_root>/properties/soap.client.props

Change the following value from:

com.ibm.SOAP.requestTimeout=180

to

com.ibm.SOAP.requestTimeout=6000

Troubleshooting (JBoss/Windows)

This section provides troubleshooting instructions for JBoss on Windows.

Changing the Hub Server Parameters (JBoss/Windows)

You can change the following parameters:• JBoss application server and RMI port number

• Database server and instance name

Changing the Application Server and RMI Port Number for JBoss

To change the application server and RMI port number:1. Open the following file in a text editor:

<MDM_Install_Directory>\resources\cmxserver.properties

2. Change the following value:

cmx.appserver.rmi.port=1099

3. Go to <MDM_Install_Directory> and run postInstallSetup.bat.

4. Restart the application server.

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Changing the Database Server and Instance Name for JBoss

To change the database server and instance name:1. Open the following file in a text editor:

<JBoss_install_dir>\server\<configuration_name>\deploy\siperian-mrm-ds.xml

2. Change the following values:

<xa-datasource-property name="URL">jdbc:DB2-<hostname>:<port><datasource>-</xa-datasource-property>

where hostname is the name of the host.

Note: Do not run postinstall for JBoss.

3. Restart the application server.

Manually Redeploying Hub Server (JBoss/Windows)

Informatica provides the postInstallSetup script that both the Hub Server installer and user can use to deploy or redeploy the Hub Server application to the application server. However, you can also use the default application server’s tool to do the deployment yourself, as long as it is deployed from the Hub Server installation directory. Refer to your application server documentation for more information.

To manually deploy Hub Server:1. Stop the server.

2. Remove the siperian-mrm.ear from <JBoss_install_dir>\server\<configuration_name>\deploy\siperian-* files and <JBoss_install_dir>\server\<configuration_name>\deploy\jms\siperian-* to make sure all related files and application are totally removed.

3. Copy the siperian-mrm.ear from Hub Server installation directory to <JBoss_install_dir>\server\<configuration_name>\deploy.

4. Copy siperian-mrm-ds.xml from <server_install_dir>\conf to <JBoss_install_dir>\server\<configuration_name>\deploy.

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5. Copy siperian-jms-ds.xml and siperian-destination-service.xml from <server_install_dir>\conf to <JBoss_install_dir>\server\<configuration_name>\deploy\messaging.

6. Start the server.

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Manually Undeploying the Cleanse Match Server (JBoss/Windows)

The installation process begins by undeploying any pre-existing Cleanse Match Servers. If this process fails, you will need to undeploy manually. Delete the siperian-mrm-cleanse.ear from the <JBoss_install_dir>/server/<configuration_name>/deploy directory.

Note: Restart the server if the auto-deploy process of JBoss doesn't remove the applications. See your JBoss administration documentation for more information.

Setting the JVM Size (JBoss/Windows)

If you are using AddressDoctor Cleanse Engine as your cleanse engine to run any batch process, you must make sure that the stack size for the JVM is sufficient. If you do not set this properly for your application server, AddressDoctor will throw an exception during certification.

To set the JVM size for JBoss:1. Go to your JBoss installation directory.

2. Navigate to the bin directory.

Open run.bat in a text editor.

3. Set the JAVA_OPTS variable as follows:

JAVA_OPTS="%JAVA_OPTS% -Xss1000k"

4. Save and close the run.bat file.

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Troubleshooting (WebSphere/Windows)

This section provides troubleshooting instructions for WebSphere on Windows.

Changing the Hub Server Parameters (WebSphere/Windows)

You can change the following parameters:• RMI port number

• SOAP port number

To change the RMI or SOAP port numbers:1. Open the following file in a text editor:

<MDM_Install_Directory>\resources\cmxserver.properties

2. Change any of the following values:

cmx.appserver.rmi.port=2809cmx.appserver.soap.connector.port=50000

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.bat -Ddatabase.password=<yourDB2Password>

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

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Changing the Cleanse Match Server Parameters (WebSphere/Windows)

You can change the SOAP port number.

To change the SOAP port numbers:1. Open the following file in a text editor:

<MDM_Install_Directory>\resources\cmxcleanse.properties

2. Change any of the following values:

cmx.appserver.soap.connector.port=50000

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.bat -Ddatabase.password=<yourDB2Password>

where yourDB2Password the password for your database.

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

Changing the Hub Server Parameters for the Database (WebSphere/Windows)

You can change the following database parameters for WebSphere:• Database server name

• Database instance name

Changing Server Name for the Database

To change the database server name:1. Open the following file in a text editor:

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<MDM_Install_Directory>\bin\build.properties

2. Change the following values:

masterdatabase.type=DB2masterdatabase.server=<database_server_name>masterdatabase.port=<port>masterdatabase.dbname=<database_name>masterdatabase.schemaname=cmx_systemmasterdatabase.user=db2admin

masterdatabase.jdbc.url=jdbc:db2:// <database_host_name>:<port>/<database_name>

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.bat -Ddatabase.password=<yourDBPassword>

where yourDBPassword is the password for your database.

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

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Changing Instance Name for the Database

To change the instance name:1. Open the following file in a text editor:

<MDM_Install_Directory>\bin\build.properties

2. Change the following values:

masterdatabase.jdbc.url=jdbc:db2:// <database_host_name>:<port>/<database_name>

3. Go to <MDM_Install_Directory> and run the following command:

postInstallSetup.bat -Ddatabase.password=<yourDBPassword>

where yourDBPassword is the password for your database.

Note: If you include the “!” character in your password, you must include a “\” before the ! character. For example, if your password is !!cmx!!, enter the password as follows: \!\!cmx\!\!

You must keep the application server running while you run the script, or the script will fail.

4. Restart the application server.

Manually Redeploying Hub Server (WebSphere/Windows)

Informatica provides the postInstallSetup script that both the Hub Server installer and user can use to deploy or redeploy the Hub Server application to the application server. However, you can also use the default application server’s tool to do the deployment yourself, as long as it is deployed from the Hub Server installation directory. Refer to your application server documentation for more information.

To manually deploy Hub Server, use the WebSphere Application Server Administrative Console to uninstall and install the siperian-mrm.ear from the Hub Server installation directory. Be sure to allow the deployment to generate default bindings by checking for the option in the “Preparing for the application installation” panel.

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Manually Undeploying the Cleanse Match Server (WebSphere/Windows)

The installation process begins by undeploying any pre-existing Cleanse Match Servers. If this process fails, you will need to undeploy manually. Uninstall the siperian-mrm-cleanse.ear application from the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. See your WebSphere documentation for more information.

Setting the JVM Size (WebSphere/Windows)

If you are using AddressDoctor Cleanse Engine as your cleanse engine to run any batch process, you must make sure that the stack size for the JVM is sufficient. If you do not set this properly for your application server, AddressDoctor will throw an exception during certification.

To set the JVM size for WebSphere:1. Open the WebSphere Console.

2. Go to Servers > Application Server > <Your_Server> > Process Definition > Java Virtual Machine

3. Add the following to the Generic JVM Arguments

-Xss1024k - Initializes the stack with at least 256 KB-Xss1024m - Initializes the stack when running in CASS mode-Xmx1024m - Initializes the heap with a maximum of 1024 MB-Xms128m - Initializes the heap with at least 128 MB-Xss1000k

4. Save the configuration.

5. Re-start the server.

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Changing the SOAP Request Timeout (WebSphere/Windows)

If the postinstallsetup process fails due to a timeout error, you can increase the SOAP request timeout value and retry the process. Locate and edit the following file:

<portal_profile_root>\properties\soap.client.props

Change the following value from:

com.ibm.SOAP.requestTimeout=180

to

com.ibm.SOAP.requestTimeout=6000

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Installing from the Command Line

Informatica supports command-line installation for the Hub Server and the Cleanse Match Server software. This section explains how to install these applications from the command line, without using the GUI interface.

Chapter Contents

• Preparing for Installation

• Installing from the Command Line (JBoss/UNIX)

• Installing from the Command Line (WebSphere/UNIX)

• Silent Installation from the Command Line

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Preparing for Installation

If you prefer to install Hub Server and Cleanse Match Server without using the GUI installer, you can manually install the Hub Server and Cleanse Match Server from the command line.

Before you install:• Make sure that you have fulfilled the hardware and software requirements for Hub

Server as outlined in the Informatica MDM Hub Release Notes. In particular, make sure you have the correct version of the DB2 drivers.

• Make sure you have a license file from Informatica. You cannot install the Informatica MDM Hub if you do not have a license file. Contact Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi) for a license.

• Make sure that you have your application server installed and configured. For more information, see your application server documentation.

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Installing from the Command Line (JBoss/UNIX)

This section describes how to install the Hub Server and Cleanse Match Server software from the UNIX command line.

Installing Hub Server

To install Hub Server from the command line:1. Make sure that your application server is started and running correctly.

2. Run the following command from the command prompt:

./hub_install.bin -i console

The installer displays the Introduction screen.

Press Enter to continue.

3. Read the License Agreement. Type Y for yes and press Enter to continue. Type N for no if you do not want to accept the License Agreement and want to exit the install program.

The installer displays information about the install folder.

4. Press Enter to use the default installation folder for the Hub Server installation (/infamdm/hub/server). If you want to change the installation folder, type in the absolute path for the location and press Enter.

Confirm the installation folder (Y/N) and press Enter to continue.

The installer displays information about the link location.

5. Select the link location.

The installer displays license file information.

6. Check the default license file location. To accept the default location, press Enter. To change the location, type the new absolute path to the license file location and press Enter.

The names of the supported application servers are listed. Type the number for your application server and press Enter to continue. The default is the JBoss application server. Press Enter to accept the default.

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As the GUI-based installer does, the command line installer depends on your application server.

The JBoss Application Server information is displayed.

7. Configure your JBoss settings.

a. Specify the application server installation directory. Press Enter.

The JBoss Application Server Configuration Name information is displayed.

b. Specify the Configuration Name (default is production). Press Enter.

The JBoss Pre-requisites warning is displayed.

c. Press Enter.

The database JDBC driver files are copied to the <JBoss_install_dir>/server/<configuration_name>/lib directory.

Note: If you type BACK at this point, the install will not be able to go back to the previous step.

The JBoss Application Server Port screen is displayed.

d. Specify your RMI port.

The default port number is in the following file:

<JBoss_install_dir>/server/<configuration_name>/conf/jboss-service.xml

Note: The JBoss port can conflict with the default DB2 port. If that is the case for your installation, you must change one of the ports to resolve the conflict. To change the port number, open jboss-service.xml for editing, search for the word port., and set the port value to match the value you have set on the JBoss Application Server Port screen.

e. Press Enter to continue.

The database selection prompt is displayed.

8. Select DB2. Press Enter.

The DB2 Database Information screen is displayed.

9. When prompted, specify the settings for the DB2 database to which you want to connect. Press Enter to accept the default value, or replace the defaults with the correct values. Press Enter.

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10. The deployment information is displayed. Choose whether you want to run the postInstallSetup script as part of the installation, or run it manually later.

11. Press Enter to accept the default value.

A summary of your installation choices is displayed.

12. Verify the information in the pre-installation summary. If the information is correct, press Enter to begin the installation.

The Hub Server will be installed according to the configuration information you supplied. When the process is complete, the Install Complete information is displayed.

13. Press Enter to exit the installer.

14. Verify the command-line installation by checking these log files:

The following files are useful for troubleshooting any Hub Server installation process (see “Informatica MDM Hub Log Files” on page 186). Save these files right after a failure and provide them when you report it to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi):

Save a copy of these log files to the installation documentation directory described in “Documenting Your Installation” on page 8.

Location / Log File Description

<MDM_Install_Directory>/hub/server/Informatica_MDM_Hub_Server_InstallLog.xml

Contains log messages for the Hub Server installation.

<MDM_Install_Directory>/hub/server/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

<MDM_Install_Directory>/hub/server/infamdm_installer_debug.txt

Shows what was chosen during installation.

<MDM_Install_Directory>/hub/server/logs/postInstallSetup.log

Contains the postInstallSetup messages for the script.

<MDM_Install_Directory>/hub/server/logs/cmxserver.log Hub Server log. When the server started, it created this file.

JBoss log files (such as <JBoss_install_dir>/server/<configuration_name>/log/server.log)

Located in the tree under the JBoss install directory.

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Installing the Cleanse Match Server

Note: Do not use the root user when installing the Cleanse Match Server on RedHat Linux. Instead, create and use a separate user profile for installing Informatica MDM Hub. This is a limitation of InstallAnywhere, as the root user does not have a .profile.

To install the Cleanse Match Server from the command line:1. Make sure that your application server is started and running correctly.

2. Run the following command from the command prompt:

./hub_cleanse_install.bin -i console

This will start the installation and the Introduction is displayed.

3. Press Enter to continue.

The License Agreement is displayed.

4. Read the License agreement. Type Y for yes and press Enter to continue. Type N for no if you do not want to accept the License Agreement and exit the install program.

Information about the installation folder is displayed.

5. Press Enter to use the default installation folder for the Cleanse Match Server. If you want to change the default installation folder, type in the absolute path for the location and press Enter.

License file information is displayed.

6. Check default license file location. Press Enter to accept the default. To change the location, type in the valid location. Press Enter to continue.

The names of the supported application servers are listed.

Type the number for your application server and press Enter to continue. To accept the default application server (JBoss), press Enter.

As the GUI-based installer does, the command line installer depends on your application server.

The JBoss Application Server home is displayed.

7. Configure your JBoss settings.

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a. Specify the application server installation directory. Press Enter.

The JBoss Application Server Configuration Name is displayed.

b. Specify the Configuration Name (default is production). Press Enter.

The JBoss Application Server Port screen is displayed.

c. Specify your RMI port.

The default port number is in the following file:

<JBoss_install_dir>/server/<configuration_name>/conf/jboss-service.xml

Note: The JBoss port can conflict with the default DB2 port. If that is the case for your installation, you must change one of the ports to resolve the conflict. To change the port number, open jboss-service.xml for editing, search for the word port., and set the port value to match the value you have set on the JBoss Application Server Port screen.

8. Press Enter to continue.

As the GUI-based installer does, the command line installer depends on which cleanse engines you have licensed.

9. Configure cleanse engine settings for the cleanse engine you use.

Note: After installation, you will need to perform additional configuration for your cleanse engine according to the instructions in the Informatica MDM Hub Cleanse Adapter Guide.

• If you are using AddressDoctor:

• Specify the Unlock Code, Optimization, Memory, and Correction Type parameters. For backslashes (\) in any of these parameters, use a double backslash (\\) instead. Press Enter.

The Configure AddressDoctor Preload information is displayed.

• Specify the AddressDoctor preload parameters. Press Enter.

The Choose AddressDoctor Database Path information is displayed.

• Choose the AddressDoctor database path. Press Enter.

10. The Deploy screen provides the option to run the postInstallSetup script now or run it manually later.

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a. Press Enter to accept the default value.

b. If you want to change any of the information in the pre-installation summary, type BACK to go to a specific screen of information and make changes.

The Informatica Cleanse Match Server will be installed according to the configuration information you supplied. When the process is complete, the Install Complete information is displayed.

11. Press Enter to exit the installer.

12. Verify the following files, which are useful for troubleshooting any Cleanse Match Server installation process. Save these files right after a failure and provide them when you report it to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi):

Save a copy of these log files to the installation documentation directory described in “Documenting Your Installation” on page 8.

Installing from the Command Line (WebSphere/UNIX)

This section describes how to install the Hub Server and Cleanse Match Server software from the UNIX command line.

File Description

<MDM_Install_Directory>/hub/cleanse/Informatica_Hub_Cleanse_Match_Server_InstallLog.xml

Shows the Cleanse Match Server install errors and status.

<MDM_Install_Directory>/hub/cleanse/logs/postInstallSetup.log

Shows the postInstallSetup script results.

<MDM_Install_Directory>/hub/cleanse/logs/cmxserver.log

Cleanse server logs.

<MDM_Install_Directory>/hub/cleanse/infamdm_installer_debug.txt

Shows what was chosen during the installation.

<MDM_Install_Directory>/hub/cleanse/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

JBoss log files (such as <JBoss_install_dir>/server/<configuration_name>/log/server.log)

Located in the tree under the install directory for your application server.

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Installing Informatica Hub Server

For the command-line installation, be sure to complete all of the preparation tasks described for the Hub Server installation prior to doing the command line installation. See “Preparing for Installation” on page 49 for details.

To install Hub Server from the command line:1. Make sure that your application server is started and running correctly.

2. Run the following command from the command prompt:

./hub_install.bin -i console

The Introduction displays, giving your further information about the installation.

Press Enter to continue.

3. Read the License Agreement. Type Y for yes and press Enter to continue. Type N for no if you do not want to accept the License Agreement and want to exit the install program.

4. Information about the install folder is displayed.

5. Press Enter to use the default installation folder for the Hub Server installation (/infamdm/hub/server). If you want to change the installation folder, type in the absolute path for the location and press Enter.

Confirm the installation folder (Y/N). and press Enter to continue.

The installer displays information about the link location.

6. Select the link location.

7. License file information is displayed.

Check default license file location. To accept the default location press Enter. To change the location, type the new absolute path to the license file location and press Enter.

The names of the supported application servers are listed. Type the number for your application server and press Enter to continue.

The WebSphere Application Server Home information is displayed.

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8. Check the default location for the application server home. Replace the default with the correct information if necessary. Press Enter to continue.

The installer warns you of the WebSphere pre-requisites for JDBC drivers.

9. Check the database JDBC driver files location and press Enter to continue. The database JDBC driver files are copied to the <WebSphere_Home>/AppServer/lib directory.

Note: If you type BACK at this point, the install will not be able to go back to the previous step.

The application server port information is displayed. If you need to change the port information for the WebSphere Application Server, enter the information here.

10. Verify the Server name, RMI port, and SOAP port. Change the default information or press Enter to accept the default. Press Enter to continue.

The database selection prompt is displayed.

11. Select DB2. Press Enter.

12. When prompted, specify the settings for the DB2 database to which you want to connect. Press Enter to accept the default value, or replace the defaults with the correct values. These settings include: Server Name, Port, Database Name, System Schema, DBA Username, and DBA password. Press Enter.

13. The deployment information is displayed. Choose whether you want to run the postInstallSetup script as part of the installation, or run it manually later.

14. Press Enter to accept the default value.

A summary of your installation choices is displayed.

15. Verify the information in the pre-installation summary. If the information is correct, press Enter to begin the installation.

The Hub Server will be installed according to the configuration information you supplied. When the process is complete, the Install Complete information is displayed.

16. Press Enter to exit the installer.

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17. Verify the command-line installation by checking these log files. Save these files right after a failure and provide them when you report it to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi):

Save a copy of these log files to the installation documentation directory described in “Documenting Your Installation” on page 8.

Installing the Cleanse Match Server

Note: Do not use the root user when installing the Cleanse Match Server on RedHat Linux. Instead, create and use a separate user profile for installing Informatica MDM Hub. This is a limitation of InstallAnywhere, as the root user does not have a .profile.

To install the Cleanse Match Server from the command line:1. Make sure that your application server is started and running correctly.

2. Run the following command from the command prompt:

./hub_cleanse_install.bin -i console

Location / Log File Description

<MDM_Install_Directory>/hub/server/Informatica_MDM_Hub_Server_InstallLog.xml

Contains log messages for the Hub Server installation.

<MDM_Install_Directory>/hub/server/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

<MDM_Install_Directory>/hub/server/informatica_installer_debug.txt

Contains debug messages.

<MDM_Install_Directory>/hub/server/logs/postInstallSetup.log

Contains the postInstallSetup messages for the script.

<MDM_Install_Directory>/hub/server/logs/cmxserver.log Hub Server log. When the server started, it created this file.

WebSphere log files in the following location: <WebSphere_install_dir>/profiles/AppSrv01/logs/<servername>.

Name of log files: startServer.log, stopServer.log, SystemErr.log, and SystemOut.log.

Located in the tree under the WebSphere install directory.

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This will start the installation and the Introduction is displayed.

3. Press Enter to continue.

The License Agreement is displayed.

4. Read the License agreement. Type Y for yes and press Enter to continue. Type N for no if you do not want to accept the License Agreement and exit the install program.

Information about the installation folder is displayed.

5. Press Enter to use the default installation folder for the Cleanse Match Server. If you want to change the default installation folder, type in the absolute path for the location and press Enter.

License file information is displayed.

6. Check the default license file location. Press Enter to accept the default. To change the location, type in the valid location. Press Enter to continue.

The names of the supported application servers are listed.

7. Type the number for the WebSphere application server and press Enter to continue.

The WebSphere application server home information is displayed.

8. Enter the location for the WebSphere Application Server, or accept the default. Press Enter to continue.

The WebSphere application server port information is displayed.

9. Set the Server name and set the SOAP port number for your application server (or accept the defaults).

10. Press Enter to continue.

As the GUI-based installer does, the command line installer depends on which cleanse engines you have licensed.

11. Configure cleanse engine settings for the cleanse engine you use.

Note: After installation, you will need to perform additional configuration for your cleanse engine according to the instructions in the Informatica MDM Hub Cleanse Adapter Guide.

• If you are using AddressDoctor:

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• Specify the Unlock Code, Optimization, Memory, and Correction Type parameters. For backslashes (\) in any of these parameters, use a double backslash (\\) instead. Press Enter.

The Configure AddressDoctor Preload information is displayed.

• Specify the AddressDoctor preload parameters. Press Enter.

The Choose AddressDoctor Database Path information is displayed.

• Choose the AddressDoctor database path. Press Enter.

The Deploy screen provides the option to run the postInstallSetup script now or run it manually later.

a. Press Enter to accept the default value.

b. If you want to change any of the information in the pre-installation summary, type BACK to go to a specific screen of information and make changes.

The Informatica Cleanse Match Server will be installed according to the configuration information you supplied. When the process is complete, the Install Complete information is displayed.

c. Press Enter to exit the installer.

12. Check the following files, which are useful for troubleshooting any Cleanse Match Server installation process, and for providing to Informatica Global Customer Support (see “Informatica Global Customer Support” on page xvi).

File Description

<MDM_Install_Directory>/hub/cleanse/Informatica_Hub_Cleanse_Match_Server_InstallLog.xml

Shows the Cleanse Match Server install errors and status.

<MDM_Install_Directory>/hub/cleanse/logs/postInstallSetup.log

Shows the postInstallSetup script results.

<MDM_Install_Directory>/hub/cleanse/logs/cmxserver.log

Cleanse server logs.

<MDM_Install_Directory>/hub/cleanse/informatica_installer_debug.txt

Shows what was chosen during the installation.

<MDM_Install_Directory>/hub/cleanse/logs/installPrereq.log

Contains the prerequisite messages generated during installation.

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Save a copy of these log files to the installation documentation directory described in “Documenting Your Installation” on page 8.

Silent Installation from the Command Line

You can run a “silent install” from the command line for both Hub Server and the Cleanse Match Server installation. With silent installation, you will not see any of the screens or messages associated with the installation. You might want to use a silent install if you are performing multiple installs, or if you are installing on a machine cluster. Silent installation can be run on either UNIX or Windows systems.

Considerations When Using Silent Installation

The silent install is not interactive—it is truly silent. Therefore, you will not see any screens, progress messages, or failure messages, even if the silent installation fails during installation.

The silent install does not validate your settings. The silent installation process might complete successfully even if you have provided incorrect settings, such as the wrong application server path or an incorrect port setting. Such problems might become known only after completing the silent installation, when you attempt to run Informatica MDM Hub.

Note: Do not use the root user when installing the Cleanse Match Server on RedHat Linux. Instead, create and use a separate user profile for installing the Informatica MDM Hub. This is a limitation of InstallAnywhere, as the root user does not have a .profile to setup environment variables during installation.

Application server log files. Located in the tree under the install directory for your application server.

File Description

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Properties Files for Silent Installation

To run a silent install, you need to create two silent properties files—one for the Hub Server and one for the Cleanse Match Server. There are sample silent properties files located in the Informatica distribution directory in the following location:

Start with these sample files and modify them according to your environment.

Important: In the silent properties file, backslashes (\)and foreslashes (/) are special characters, so you must enter two of each when you enter information in this file, such as when you enter an installation path. For example, to enter the path to the cleanse directory (\u1\infamdm\hub\cleanse), you must enter: \\u1\\infamdm\\hub\\cleanse.

Creating Your Properties File

Important: Because the silent installer does not validate the settings in your properties files, be sure to specify the correct settings and verify them before you run the silent installer.

Create two silent properties files:

You can rename these files and they can be located anywhere in the machine.

Component Location

Hub Server <MDM_Install_Directory>/silent_install/mrmserver

Cleanse Match Server

<MDM_Install_Directory>/silent_install/mrmcleanse

Component Property File Name

Hub Server silentInstallServer_sample.properties

Cleanse Match Server silentInstallCleanse_sample.properties

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Properties File for Hub Server

The following tables contain the properties to be set for Hub Server silent install.

Install Directory and License Properties

Set the following properties for the install directory, license path and filename:

Application Server Properties

Set properties for only one application server: WebSphere.

WebSphere Properties

Database Properties

Set properties for only one database server: DB2.

Property Value

INSTALLER_UI silent

USER_INSTALL_DIR Directory to install Hub Server. Example: <MDM_Install_Directory>//hub//server

SIP.LICENSE.PATH Path to your Informatica license file

SIP.LICENSE.FILENAME License filename (siperian.license)

Property Value

SIP.AS.CHOICE Application server name: “WebSphere”

SIP.AS.HOME Path to WebSphere home. Example:

//WebSphere//AppServer

SIP.AS.Server Server name Example: server1

SIP.AS.PORT_2 Port 2 (RMI port). Example: 2809

SIP.AS.PORT_3 Port 3 (SOAP port). Example: 8880

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DB2 Properties

PostInstallSetup Properties

If you want to run postInstallSetup as part of a silent install, set this property:

Properties File for Cleanse Match Server

The following tables contain the properties to be set for Cleanse Match Server silent install properties file.

Property Value

SIP.DB.CHOICE Database server type. “DB2”

SIP.DB.SERVER Database server name. Example: localhost

SIP.DB.PORT Database port. Example: 50000

SIP.DB.SCHEMA_NAME Database schema name: Example: cmx_system

SIP.DB.USER Database user name. Example: db2admin

SIP.DB.PASSWORD Database password. Example: !!cmx!!

SIP.DB.URL Connect URL to the DB2 Service. Specified only if SIP.DB2.CONNECTION.TYPE is "Service Name" and you want to use a Connect URL that differs from the one constructed in the database creation script. Otherwise, remove this variable from the file.

Property Value

RUN_DEPLOYMENTSETUP Set this to “Yes” if you want to run postInstallSetup. Set to “No” if you do not want to run postInstallSetup at the end of the install.

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Set these install directory, license path, and filename properties:

Application Server Properties

Set properties for only one application server: JBoss or WebSphere.

JBoss Properties

WebSphere Properties

Property Value

INSTALLER_UI silent

USER_INSTALL_DIR Directory to install Cleanse Match Server. Example: <MDM_Install_Directory>//hub//cleanse.

SIP.LICENSE.PATH Path to your Informatica license file

SIP.LICENSE.FILENAME License filename (siperian.license)

Property Value

SIP.AS.CHOICE Application server name: “JBoss”

SIP.AS.HOME Path to JBoss home

JBOSS.AS.PORT_1 Your JBoss port number. Example: 1099

SIP.JBOSS.CONFIGURATION_NAME Configuration name. Default is production.

Property Value

SIP.AS.CHOICE Application server name: “WebSphere”

SIP.AS.HOME Path to WebSphere home

Example:C\:\\Program Files\\WebSphere\\AppServer

SIP.AS.SERVER Application server name. Example: server1

SIP.WEBSPHERE.SOAP.PORT Port used for SOAP services. Example: 8880

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Operating Systems

If the operating system (OS) for the installation is Linux, then one of the OS choices must be uncommented in the properties file. Remove the pound sign (#) in front of the property to uncomment it.

Cleanse Engine Properties

Set the properties for the cleanse engine you will be using with the Informatica Cleanse Match Server.

AddressDoctor Cleanse Engine Properties

SIP.WEBSPHERE.SECURITY.ENABLED If SIP.WEBSPHERE.SECURITY.ENABLED is 'Yes', following two properties need to be set

SIP.APPSERVER.USERNAME=username

SIP.APPSERVER.PASSWORD=password

Property Value

SIP.OS.CHOICE=Red Hat Linux Uncomment to use Red Hat Linux

SIP.OS.CHOICE=Suse Linux Uncomment to use SUSE Linux

Property Value

SIP.ADDRESSDOCTOR.UNLOCKCODE Your AddressDoctor Cleanse Engine unlock code.

SIP.ADDRESSDOCTOR.OPTIMIZATION AddressDoctor Cleanse Engine optimization setting. Example: ADDRESSES_SORTED_BY_COUNTRIES

SIP.ADDRESSDOCTOR.MEMORYMB AddressDoctor Cleanse Engine memory allocation. Example: 600

SIP.ADDRESSDOCTOR.VALIDATIONTYPE AddressDoctor Cleanse Engine validation type. Example: CORRECT_ONLY

SIP.ADDRESSDOCTOR.PRELOAD.PART AddressDoctor Cleanse Engine preload part setting. Example: US

Property Value

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PostInstallSetup Properties

If you want to run postInstallSetup as part of a silent install, set this property:

Restarting Your Operating System

To restart your operating system as a part of the silent install, change the value for these properties:

SIP.ADDRESSDOCTOR.PRELOAD.FULL AddressDoctor Cleanse Engine preload full setting.

SIP.ADDRESSDOCTOR.PRELOAD.CORRECTIONPART

AddressDoctor Cleanse Engine preload correction setting part. Example: CA, US

SIP.ADDRESSDOCTOR.PRELOAD.CORRECTIONFULL

AddressDoctor Cleanse Engine preload correction setting full.

SIP.ADDRESSDOCTOR.DBPATH Path to AddressDoctor Cleanse Engine database. Example: //home//db2//infamdm//addressdoctor

Property Value

RUN_DEPLOYMENTSETUP Set to one of the following values:

• “Yes” if you want to run postInstallSetup.• “No” if you do not want to run

postInstallSetup at the end of the install.

Property Value

RESTART_NEEDED One of the following values:

• YES to restart.• NO (default) if you do not want to restart.

USER_REQUESTED_RESTART One of the following values:

• YES to restart.• NO (default) if you do not want to restart.

Property Value

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Running the Silent Install

Once you have created the properties files for the Hub Server and Cleanse Match Server, you can run the silent install.

To run the silent installs:1. Make sure that your application server is started and running correctly.

2. For the Hub Server install, run the following command from the command prompt:

./hub_install.bin -f <location_of_silent_properties_file_for_hub_server>

3. For the Cleanse Match Server, run the following command from the command prompt:

./hub_cleanse_install.bin -f <location_of_silent_properties_file_for_cleanse_server>

4. After installation, check the postInstallSetup.log file to see if the installation was successful.

• If you set the RUN_DEPLOYMENTSETUP property to No, check for the existence of the <MDM_Install_Directory>/logs/postInstall.log file.

• If you set the RUN_DEPLOYMENTSETUP property to Yes, you can check to see that <MDM_Install_Directory/logs/postInstallSetup.log has BUILD SUCCESSFUL (or failure if the install was not successful) at the end of the log file.

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Manually Configuring Informatica SystemMessage Queues

This appendix covers the steps for manually configuring JMS message queues and connection factories.

Note: Normally, message queues and connection factories are created automatically during the installation process. These instructions are for troubleshooting purposes if, for example, the automated queue creation process failed or if the queues were dropped accidentally after the installation.

Chapter Contents

• About Informatica MDM Hub Message Queues

• Configuring Message Queues (JBoss/UNIX)

• Configuring Message Queues (WebSphere/UNIX)

• Configure Message Queues (JBoss/Windows)

• Configure Message Queues (WebSphere/Windows)

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About Informatica MDM Hub Message Queues

The Services Integration Framework (SIF) uses a message-driven bean (MDB) on the JMS queue (named siperian.sif.jms.queue) to process incoming asynchronous SIF requests. This message queue and the connection factory (named siperian.mrm.jms.xaconnectionfactory) need to be configured for the specific application server you are using for your Informatica MDM Hub implementation.

Correctly configuring your message queues is essential to a fully-functioning Informatica MDM Hub installation. The Informatica MDM Hub installer automatically configures your message queues during installation.

Configuring Message Queues (JBoss/UNIX)

The JMS message queues are automatically configured by the Informatica installer. To verify that JMS messages queues have been configured correctly., check the JMS configuration under <JBoss_install_dir>/server/<configuration_name>/deploy/messaging. In the siperian-jms-ds.xml file, you should find siperian.mrm.jms.xaconnectionfactory (the XA connection factory), and in siperian-destinations-service.xml file, you should find the file siperian.sif.jms.queue.

The JBoss server is manually configured for Informatica by editing the siperian-destinations-service.xml file to add the message queues and connection factories.

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Creating and Configuring a New Message Queue

To configure the message queues and connection factories:1. Open the jboss/server/<configuration_

name>/deploy/messaging/siperian-destinations-service.xml file in an editor.

Add the following queue declaration:

<mbean code="org.jboss.mq.server.jmx.Queue" name="jboss.mq.destination:service=Queue,name=siperian.sif.jms.queue"> <depends optional-attribute-name="DestinationManager"> jboss.mq:service=DestinationManager </depends></mbean>

2. Open the jboss/server/<configuration_name>/deploy/jms/jms-ds.xml file in an editor.

3. Add the following declaration for a JMS connection factory (XA enabled).

<tx-connection-factory> <jndi-name>siperian.mrm.jms.xaconnectionfactory</jndi-name> <xa-transaction/> <rar-name>jms-ra.rar</rar-name> <connection-definition> org.jboss.resource.adapter.jms.JmsConnectionFactory </connection-definition> <config-property name="SessionDefaultType" type="java.lang.String"> javax.jms.Topic </config-property> <config-property name="JmsProviderAdapterJNDI" type="java.lang.String"> java:/DefaultJMSProvider </config-property> <max-pool-size>20</max-pool-size> <security-domain-and-application>JmsXARealm</security-domain-and-application> </tx-connection-factory>

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The JBoss JMS message queues and connection factory are now configured.

Configuring Additional Message Queues

The following steps enable you to set up message queues for testing. This is also an example of how to step additional queues. These steps are optional.

To configure a test message queue1. Open the jboss/server/<configuration_

name>/deploy/messaging/siperian-destinations-service.xml file in an editor.

2. Add the following queue declaration:

<mbean code="org.jboss.jms.server.destination.QueueService" name="jboss.messaging.destination:service=Queue,name=siperian.sif.test.jms.queue"xmbean-dd="xmdesc/Queue-xmbean.xml"><depends optional-attribute-name="ServerPeer">jboss.messaging:service=ServerPeer</depends> <depends>jboss.messaging:service=PostOffice</depends>

</mbean>

<mbean code="org.jboss.jms.server.destination.TopicService" name="jboss.messaging.destination:service=Topic,name=siperian.sif.test.jms.topic"xmbean-dd="xmdesc/Topic-xmbean.xml"><depends optional-attribute-name="ServerPeer">jboss.messaging:service=ServerPeer</depends><depends>jboss.messaging:service=PostOffice</depends>

</mbean>

Note: This configuration is needed only for testing purposes.

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Configuring Message Queues (WebSphere/UNIX)

Manually configure the WebSphere 6.1 application server by creating a new connection factory and message queues.

Creating and Configuring a New Message Queue

Follow these steps to create a new message queue.

Create and Configure a New Bus in the WebSphere Server1. In the WebSphere Console, go to Service integration > Buses.

Create a new bus with name “SiperianBus” and save the change.

2. Go to the SiperianBus you just created and click Bus Members.

Add a new member in the Server drop-down list.

3. Choose the server on which your application is running.

Click Next and select Data Store.

Click Next under this and make sure the Create default data source with generated JNDI name is checked.

4. Click Next, then click Finish. Save the change.

5. Go to the SiperianBus you just created and click Destination.

Click New and choose the Queue as destination type. Click Next.

6. Use the name “SiperianQueue” as the Identifier and click Next.

Choose the Bus member you just created and click Next.

7. Click Finish. Save the change.

Configure a New Connection Factory1. In the WebSphere Console go to Resources > JMS > JMS Providers.

Select “Node=<servername>Node01” from the drop-down list.

Choose Default messaging provider.

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2. Click JMS queue connection factory. Configure a new JMS connection factory using “siperian.mrm.jms.xaconnectionfactory” for both the name and the JNDI name.

3. Choose the “SiperianBus” as the Bus name for the JMS connection factory.

Save the change.

4. Click on Queues.

Select the scope “Node=<servername>Node01” from the drop-down list.

Configure a new JMS queue1. Click on the New button.

Select Default messaging provider and click OK.

Use “siperian.sif.jms.queue”for both the name and the JNDI name.

Choose the “SiperianBus” as Bus name, choose the “SiperianQueue” you created as Queue name. Save the change.

2. Click on JMS activation specification. Select the scope “Node=<servername>Node01” from drop-down list.

3. Configure a new Informatica Activation.

Click New. Use “SiperianActivation” for both the name and the JNDI name. Choose Queue as the Destination type and “siperian.sif.jms.queue” as the Destination JNDI name. Choose “SiperianBus” as Bus name. Save the change.

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Configuring Additional Message Queues

The following steps set up message queues for testing. This is also an example of how to step additional queues. These steps are optional.

Create the Test Message Queue1. In the WebSphere Console, go to Service integration > Buses.

Select the SiperianBus and click Destination.

2. Click New and choose the Queue as destination type. Click Next.

3. Use the name “SiperianTestQueue” as the Identifier and click Next.

4. Choose the Bus member and click Next.

Click Finish and save the change.

Configure the Test Message Queue1. In the WebSphere Console, go to Resources > JMS Providers > Default

Messaging.

Click on Queue and configure a new JMS queue using “siperian.sif.test.jms.queue” for the both name and the JNDI name.

2. Choose “SiperianBus” as Bus name. Choose the “SiperianTestQueue” you just

created as the Queue name.

Note: This configuration is needed only for testing purposes.

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Configure Message Queues (JBoss/Windows)

Configure Message Queues (JBoss/Windows)

The Informatica System message queues are automatically configured by the Informatica installer. To verify that the Informatica System messages queues have been configured correctly., check the JMS configuration under <JBoss_install_dir>\server\<configuration_name>\deploy\messaging. In the file siperian-jms-ds.xml you should find siperian.mrm.jms.xaconnectionfactory (the XA connection factory) and in siperian-destinations-service.xml you should find the file siperian.sif.jms.queue.

The JBoss application server is manually configured for Informatica by editing the siperian-destinations-service.xml file to add the Informatica System message queues and connection factories.

Creating and Configuring a New Message Queue

To configure the Informatica System message queues and connection factories1. Open the jboss\server\<configuration_

name>\deploy\jms\siperian-destinations-service.xml file in an editor.

Add the following queue declaration:

<mbean code="org.jboss.jms.server.destination.QueueService" name="jboss.messaging.destination:service=Queue,name=siperian.sif.jms.queue"xmbean-dd="xmdesc/Queue-xmbean.xml"><depends optional-attribute-name="ServerPeer">jboss.messaging:service=ServerPeer</depends><depends>jboss.messaging:service=PostOffice</depends> </mbean>

2. Open the jboss\server\<configuration_name>\deploy\messaging\siperian-jms-ds.xml file in an editor.

3. Add the following declaration for a JMS connection factory (XA enabled).

<tx-connection-factory>

<jndi-name>siperian.mrm.jms.xaconnectionfactory</jndi-name>

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<xa-transaction/>

<rar-name>jms-ra.rar</rar-name>

<connection-definition>

org.jboss.resource.adapter.jms.JmsConnectionFactory

</connection-definition>

<config-property name="SessionDefaultType" type="java.lang.String">

javax.jms.Topic

</config-property>

<config-property name="JmsProviderAdapterJNDI" type="java.lang.String">

java:/DefaultJMSProvider

</config-property>

<max-pool-size>20</max-pool-size>

<security-domain-and-application>JmsXARealm</security-domain-and-application>

</tx-connection-factory>

The JBoss Informatica System message queues and connection factory are now configured.

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Configuring Additional Message Queues

The following steps enable you to set up Informatica System message queues for testing. This is also an example of how to step additional queues. These steps are optional.

To configure a test message queue:1. Open the file jboss\server\<configuration_

name>\deploy\messaging\siperian-destinations-service.xml in an editor.

2. Add the following queue declaration:

<mbean code="org.jboss.jms.server.destination.QueueService"name="jboss.messaging.destination:service=Queue,name=siperian.sif.test.jms.queue" xmbean-dd="xmdesc/Queue-xmbean.xml"> <depends optional-attribute-name="ServerPeer">jboss.messaging:service=ServerPeer</depends><depends>jboss.messaging:service=PostOffice</depends>

</mbean>

<mbean code="org.jboss.jms.server.destination.TopicService"name="jboss.messaging.destination:service=Topic,name=siperian.sif.test.jms.topic"xmbean-dd="xmdesc/Topic-xmbean.xml"><depends optional-attribute-name="ServerPeer">jboss.messaging:service=ServerPeer</depends><depends>jboss.messaging:service=PostOffice</depends>

</mbean>

Note: This configuration is needed only for testing purposes.

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Configure Message Queues (WebSphere/Windows)

Configure Message Queues (WebSphere/Windows)

Manually configure the WebSphere 6.1 application server by creating a new connection factory and message queues.

Creating and Configuring a New Message Queue

This section describes how to create and configure a new message queue.

Create and Configure a New Bus1. In the WebSphere Console, go to Service integration > Buses.

Create a new bus with name “SiperianBus” and save the change.

2. Go to the SiperianBus you just created and click Bus Members.

Add a new member in the Server drop-down list.

3. Choose the server your application is running.

Click Next and select Data Store.

Click Next under this and make sure the Create default data source with generated JNDI name is checked.

4. Click Next, then click Finish. Save the change.

5. Go to the SiperianBus you just created and click Destination.

Click New and choose the Queue as destination type. Click Next.

6. Use the name “SiperianQueue” as the Identifier and click Next.

Choose the Bus member you just created and click Next.

7. Click Finish. Save the change.

Configure a New Connection Factory1. In the WebSphere Console go to Resources > JMS > JMS Providers.

Select “Node=<servername>Node01” from the drop-down list.

Choose Default messaging provider.

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2. Click JMS queue connection factory. Configure a new JMS connection factory using “siperian.mrm.jms.xaconnectionfactory” for both the name and the JNDI name.

3. Choose the “SiperianBus” as the Bus name for the JMS connection factory.

Save the change.

4. Click on Queues.

Select the scope “Node=<servername>Node01” from the drop-down list.

Configure a New JMS Queue1. Click on the New button.

Select Default messaging provider and click OK. Use “siperian.sif.jms.queue”for both the name and the JNDI name.

Choose the “SiperianBus” as Bus name, choose the “SiperianQueue” you created as Queue name. Save the change.

2. Click on JMS activation specification. Select the scope “Node=<servername>Node01” from drop-down list.

3. Configure a new Informatica Activation.

Click New. Use “SiperianActivation” for both the name and the JNDI name. Choose Queue as the Destination type and “siperian.sif.jms.queue” as the Destination JNDI name. Choose “SiperianBus” as Bus name. Save the change.

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Configure Message Queues (WebSphere/Windows)

Configuring Additional Message Queues

The following steps set up message queues for testing. This is also an example of how to step additional queues. These steps are optional.

Create the Test Message Queue1. In the WebSphere Console, go to Service integration > Buses.

Select the SiperianBus and click Destination.

2. Click New and choose the Queue as destination type then click Next.

3. Use the name “SiperianTestQueue” as the Identifier and click Next.

4. Choose the Bus member and click Next.

Click Finish and save the change.

Configure the Test Message Queue1. In the WebSphere Console, go to Resources > JMS Providers > Default

Messaging.

Click on Queue and configure a new JMS queue using “siperian.sif.test.jms.queue” for the both name and the JNDI name.

2. Choose “SiperianBus” as Bus name. Choose the “SiperianTestQueue” you just created as the Queue name.

Note: This configuration is needed only for testing purposes.

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Manually Creating Datasources

This appendix covers the steps for manually creating datasources for the Informatica MDM Hub.

Chapter Contents

• Informatica MDM Hub Datasources

• Manually Creating Datasources in Websphere 6.1.0.29

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Informatica MDM Hub Datasources

Informatica MDM Hub Datasources

Normally, datasources are created automatically during the installation process. The instructions for manually creating datasources are here for troubleshooting purposes. If, for example, the automated queue creation process failed or if for some other reason you need to manually create your datasources.

Manually Creating Datasources in Websphere 6.1.0.29

To manually create datasources for the WebSphere application server, follow the steps in this section. • Start the application server

• Specify the location of the driver libraries

• Create a security account

• Create a JDBC provider

• Create a Master datasource

Start the WebSphere Application Server

To start the WebSphere application server:1. Start the WebSphere application server.

2. Start the WebSphere Application Server Admin Console.

3. Login with any user name.

Specifying the Location of the Driver Libraries

To specify the location of the driver libraries:1. In the console navigation tree, select Environment > WebSphere Variables.

2. Update the DB2_UNIVERSAL_JDBC_DRIVER_PATH variable to point to the JDBC driver location (for example, /WAS61028/AppServer/lib).

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Creating the Security Account

To create the security account to be used by the ORS datasource:1. In the console navigation tree, select Security>Global

2. Expand JAAS Configuration under Authentication on the right side of the console.

Click J2C Authentication Data.

3. To create a new security account, click New.

4. Set the new security account parameters as follows:

Alias = CMX_SYSTEMUser ID = cmx_systemPassword = <db2_password>

Note: Do not change the username (User ID).

For information about how to change the above parameters, see “Changing the CMX_ORS User Password” on page 258.5. Click OK to save this information.

Creating the JDBC Provider

To create the JDBC provider for the ORS datasource:1. In the console navigation tree, select Resources > JDBC Providers.

2. Ensure that the scope is set to Node. (Change and apply if this needs to be changed).

3. To create a new JDBC provider, click New.

• Select “DB2” from the database type list.

• Select “DB2 JDBC Driver” for the provider type.

• Select “XA datasource” from the implementation type list.

4. Click Next.

Change the provider name to “Informatica DB2 JDBC Provider (XA)”.

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5. Click OK to save.

Creating the Master Datasource

To create the master datasource:1. Click the created provider.

2. Select Additional Properties > Data Sources.

3. To create the new datasource, click New.

4. Configure the new datasource as follows:

Name = MDM Master Data SourceJNDI Name = jdbc/siperian-cmx_system-dsComponent-managed Authentication Alias = <hostname>/cmx_system

Note: The JNDI name must be in lower case.5. Click OK to save.

Changing the CMX_ORS User Password

After you have installed Informatica MDM Hub, you can change the password for CMX_ORS. If you do so, you must also:• change the password for the CMX_ORS user in DB2

• set the same password in the datasource on the application server

• register the schema with the same username and password

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Aapplication server 36audience xi

Cchanging

application server and RMI port numberJBoss 209

Cleanse Match Serverabout 88application server instances, configuring

multiple 104, 125, 142, 161cmxcleanse.properties file 138, 156cmxserver.log 187, 190configuration settings 101, 121, 139, 157deploying 143, 162

manually 143, 162deploying manually 105, 126deploying on second application server

instance 105, 125dual cleanse servers 104, 124, 142, 160logging settings 101, 121, 139, 157multiple, configuring 106, 126multi-threading, configuring 102, 122,

140, 159parameters, updating 192post-installation 88temporary files, deleting 101, 121, 139,

157version and build number 62, 85, 100,

120, 138, 156Cleanse Server

silent install, troubleshooting 194, 197cmx_debug.log 190cmx_debug.log file 187, 190CMX_ORS User

changing username and password 152cmxcleanse.properties file 138, 156cmxserver.log file 45, 59, 70, 82, 187, 223,229command line installation

about 220configuring cleanse engines 138, 156configuring dual cleanse servers 142, 160connection factory

configuring new 251connection pooling 36console.log file 186, 189contents xiicustomer support xvi

Ddatabase

changing instance name 207, 216changing server name 206, 214server and instance name, JBoss 210

databasesconnection testing 29target database 168

debug log file, enabling 188, 190documentation

audience xicontents xiiother documentation xiv

259

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HHub Console

about the Hub Console 166starting 167target database

selecting 168Hub Server

about Hub Server 36application server 36configuration properties 46, 60, 71, 83connection pooling 36database parameters, updating 214deploying manually 202logging settings 46, 60, 71, 83parameters, updating 191silent install, troubleshooting 193, 196

Hub Storeabout the Hub Store 12database configuration options 12installing 14Master Database 12Operational Record Store (ORS) 12ORS database, creating 30tablespaces, creating 24

Iinfamdm_installer_debug.txt file 45, 59, 70,82, 223, 229Informatica MDM Hub

documentation xivlog files 186, 189

Informatica, contacting xviinstallation

silent 232installing

Hub Store 14overview of 3

JJBoss

changing Application Server and RMIport number 201

changing database server and instancename 210

changing settings 72Cleanse Match Server and Hub Server,

configuring 93Cleanse Match Server, configuring 132Hub Server

changing parameters 209parameters, updating 201, 209

port conflicts 72settings 47, 72

JBoss Hub Server, configuring 132

Llicense file 39, 50, 64, 75, 91, 109, 130, 147,220log files

cmx_debug.log file 187cmxserver.log file 45, 59, 70, 82, 187,

223, 229console.log file 186infamdm_installer_debug.txt file 45, 59,

70, 82, 223, 229Informatica_MDM_Hub_Server_Install-

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Log.xml file 45, 59, 70, 82, 223,229

location, changing 188maintaining 188overview of 186postInstallSetup.log file 45, 59, 70, 82,

223, 229setup_ors.log file 31, 32, 33

MMaster Database 12Master Reference Manager

cmxserver.log 187, 189match process error

VerifyNeedToStrip 199message queues

configuring additionalJBoss 250WebSphere 253

using 241, 255

OOperational Record Stores (ORS)

about ORSs 12ORS database

creating additional 30

Ppassword

changing for CMX_SYSTEM user 150port conflicts 72

postInstallSetup.log file 45, 59, 70, 82, 223,229

SServices Integration Framework Guide (SIF)xvsetup_ors.log file 31, 32, 33silent install

Cleanse Server, troubleshooting 194, 197Hub Server, troubleshooting 193, 196troubleshooting 193, 196

silent install, from command line 232silent installation 232support xvi

Ttablespaces

creating 24temporary tablespace 32

target databaseselecting 168

technical support xvitroubleshooting

cmxserver.log file 189, 190log files

cmx_debug.log file 190cmxserver.log file 189, 190console.log file 189overview of 189

silent install 193, 196silent install, Cleanse Server 194, 197silent install, Hub Server 193, 196

261

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VVerifyNeedToStrip error message 199version and build number

checking 138, 156

WWebSphere

changing Hub Server parameters 213changing settings 84Hub Server

parameters, updating 204, 213settings 61, 84

WebSphere 6.1configure a new JMS queue 252

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