Talend Open Studio

for Data Integration

Installation and Upgrade Guide

5.4.0
Talend Open Studio for Data Integration

Adapted for v5.4.0. Supersedes any previous Installation and Upgrade Guide.

Publication date: October 28, 2013

Copyleft
This documentation is provided under the terms of the Creative Commons Public License (CCPL).

For more information about what you can and cannot do with this documentation in accordance with the CCPL,
please read: http://creativecommons.org/licenses/by-nc-sa/2.0/

Notices
All brands, product names, company names, trademarks and service marks are the properties of their respective
owners.
Table of Contents
Preface ................................................. v
1. General information . . . . . . . . . . . . . . . . . . . . . . . . . . v
1.1. Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
1.2. Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
1.3. Typographical conventions . . . . . . . . . . . v
Chapter 1. Prior to installing the
Talend products .................................... 1
1.1. Installation requirements . . . . . . . . . . . . . . . . . . . 2
1.2. Studio specific prerequisites . . . . . . . . . . . . . . . . 2
1.2.1. Installing database client
software (for bulk mode) . . . . . . . . . . . . . . . . . . 2
1.2.2. Installing the XULRunner
package (for Linux users) . . . . . . . . . . . . . . . . . 3
1.3. Compatible Platforms . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2. Installing Talend Studio for
the first time ......................................... 5
2.1. Downloading and installing Talend
Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.2. Launching Talend Studio . . . . . . . . . . . . . . . . . . . 6
2.2.1. Launching the Studio . . . . . . . . . . . . . . . 6
2.3. Configuring Talend Studio . . . . . . . . . . . . . . . . . 8
2.3.1. Identify required external
modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.3.2. Install external modules . . . . . . . . . . . 10
Chapter 3. Upgrading your Talend
products ............................................. 13
3.1. Backing up the environment . . . . . . . . . . . . . . 14
3.1.1. Saving the local projects . . . . . . . . . . 14
3.2. Upgrading the Talend projects in the
Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Appendix A. Supported Third-Party
System/Database Versions ..................... 15
A.1. Supported systems and databases . . . . . . . . . . . 16

Talend Installation and Upgrade Guide

Talend Installation and Upgrade Guide
Preface

1. General information

1.1. Purpose
This Installation Guide explains how to install, configure and upgrade the Talend modules and related
applications. For detailed explanation on how to use and fine-tune the Talend applications, please refer
to the appropriate Administrator or User Guides of the Talend solutions.

1.2. Audience
This guide is devoted for administrators of the Talend products.

The layout of GUI screens provided in this document may vary slightly from your actual GUI.

1.3. Typographical conventions

This guide uses the following typographical conventions:

• text in bold: window and dialog box buttons and fields, keyboard keys, menus, and menu and
options,

• text in [bold]: window, wizard, and dialog box titles,

• text in courier: system parameters typed in by the user,

• text in italics: file, schema, column, row, and variable names,

•
The icon indicates an item that provides additional information about an important point. It is
also used to add comments related to a table or a figure,

•
The icon indicates a message that gives information about the execution requirements or
recommendation type. It is also used to refer to situations or information the end-user needs to be
aware of or pay special attention to.

Any command is highlighted with a grey background or code typeface.

Talend Installation and Upgrade Guide

Talend Installation and Upgrade Guide
Chapter 1. Prior to installing the Talend
products
This chapter provides useful information on software and hardware prerequisites you should be aware of, prior
to starting the installation of the Talend modules.

In the following documentation:

• recommended: designates an environment already set up by Talend which has undergone QA tests prior to the release
of the software;

• supported: designates an environment that can be put in place by Talend for problem reproduction and testing within
24 hours;

• supported with limitations: designates an environment that is supported by Talend under certain conditions explained in
notes.

Talend Installation and Upgrade Guide

Installation requirements

1.1. Installation requirements

To make the most out of the Talend products, please consider the following hardware and software requirements.

Memory usage heavily depends on the size and nature of your Talend projects. However, in summary, if your Jobs
include many transformation components, you should consider upgrading the total amount of memory allocated
to your servers, based on the following recommendations.

Table 1.1. Memory usage

Product Client/Server Recommended alloc. memory
Studio Client 3GB minimum, 4 GB recommended

The same requirements also apply for disk usage. It also depends on your projects but can be summarized as:

Table 1.2. Disk usage

Product Client/Server Required disk space Required disk space for use
for installation
Studio Client 3GB 3+ GB

Environment variable configuration

Prior to installing your Talend solutions, you have to set the JAVA_HOME Environment variable:

• Define your JAVA_HOME environment variable so that it points to the JDK directory.

For example, if the JDK path is C:\Java\JDKx.x.x\bin, you must set the JAVA_HOME environment variable to
point to: C:\Java\JDKx.x.x.

It is highly recommended that the full path to the server installation directory is as short as possible and does not
contain any space character. If you already have a suitable JDK installed in a path with a space, you simply need to
put quotes around the path when setting the values for the environment variable.

For more information on how to set the JAVA_HOME variable on Unix and Windows systems, see the online Oracle
documentation.

1.2. Studio specific prerequisites

To use the Studio properly, you first need to install external programs specific to bulk components (if you want
to use Oracle, Sybase, Informix or Ingres bulk functionality).

On Windows XP and Windows Server 2003, the GDI is already installed. However, on Windows 2000, this installation is
required. The GDI can be downloaded from Microsoft’s Website. For further information, visit Eclipse’s FAQ.

1.2.1. Installing database client software (for bulk

mode)
Some bulk components, like Oracle, Sybase, Informix or Ingres, require database client software to run properly:

• OracleBulkExec uses the sqlldr external utility. This utility is available in Oracle clients that must be installed
on the computer.

2 Talend Installation and Upgrade Guide

 Installing the XULRunner package (for Linux users)

• Informix uses the dbload external utility.

• Ingres uses the sql external utility.

• Sybase uses the bcp.exe external utility. This utility is asked for in the Sybase bulk components’ Basic Settings
view. For more information, see tSybaseBulkExec, tSybaseOutputBulk and tSybaseOutputBulkExec components
on the appropriate Talend Components Reference Guide.

1.2.2. Installing the XULRunner package (for Linux

users)
On Linux, the XULRunner package is required to run the Studio.

The XULRunner package version that is recommended is XULRunner v1.9.2.17.

The XULRunner packages versions that are supported are v1.8.x - 1.9.x and v3.6.x.

1. Install XULRunner version 1.9.2.17 from http://ftp.mozilla.org/pub/mozilla.org/xulrunner/releases/1.

2. Add the following line at the end of the Studio .ini file that corresponds to your Linux architecture:

-Dorg.eclipse.swt.browser.XULRunnerPath=</usr/lib/xulrunner-1.9.2.17>

where </usr/lib/xulrunner-1.9.2.17> is the xulrunner installation path.

1. Note that Mozilla does not provide 64bit builds for XULRunner.

1.3. Compatible Platforms

Despite our intensive tests, you might encounter some issues when installing our products on some Operating
Systems.

Please refer to the following grid for a summary of supported OS and Java Runtime environments.

Table 1.3. Talend Studio

OS Version Processor Java JDK/JRE1 Support type
Linux Ubuntu 12.04 64-bit Oracle Java 7 recommended
Linux Ubuntu 12.04 32-/64-bit Oracle Java 6 supported
Linux Ubuntu 10.04/13.04 32-/64-bit Oracle Java 6/7 supported
Redhat Linux Enterprise Server Edition/ 5.3 to 5.6 32-/64-bit Oracle Java 6 supported
CentOS
Redhat Linux Enterprise Server Edition/ 6.X (>=6.1) 64-bit Oracle Java 6/7 supported
CentOS
SUSE SLES 10/11 32-/64-bit Oracle Java 6/7 supported
Microsoft Windows 8 64-bit Oracle Java 7 recommended
Microsoft Windows 7 64-bit Oracle Java 6 supported
Microsoft Windows Vista SP1 32-/64-bit Oracle Java 6/7 supported
Microsoft Windows 7 32-bit Oracle Java 6/7 supported
Microsoft Windows XP SP3 32-/64-bit Oracle Java 6 deprecated

Talend Installation and Upgrade Guide 3

Compatible Platforms

OS Version Processor Java JDK/JRE1 Support type

MAC OS Mountain 64-bit Oracle Java 6 supported2
Lion/10.8
MAC OS Lion/10.7 64-bit Oracle Java 6/7 supported
MAC OS Mountain 64-bit Oracle Java 7 supported
Lion/10.8

1. Note that Java v.6 is no longer supported by Oracle and that it is recommended to use a recent update of JDK 1.6 (Update 11 or higher).

2. Need to set security settings to accept non MAC-registered applications.

4 Talend Installation and Upgrade Guide

Chapter 2. Installing Talend Studio for the
first time
We strongly encourage you to read the chapter Prior to installing the Talend products before starting this chapter.

This chapter details the procedures required to install Talend Studio.

Talend Installation and Upgrade Guide

Downloading and installing Talend Studio

2.1. Downloading and installing Talend

Studio
Download
1. Get the archive file from the download section of the Talend website.

Note that the .zip file contains binaries for ALL platforms (Linux/Unix, Windows and MacOS).

2. Once the download is complete, extract the archive file on your hard drive.

It is recommended to avoid spaces and long names in the target installation directory path.

Configure the memory settings

• If you want to tune the memory allocation for your JVM, you only need to edit the .ini file corresponding
to your executable file. For example:

• For Talend Studio on 32bit-Windows, edit the file: TOS_DI-win32-x86.ini;

• For Talend Studio on Linux, edit the file: TOS_DI-linux-gtk-x86.ini.

The default values are:

-vmargs -Xms40m -Xmx500m -XX:MaxPermSize=128m

If you only have 512Mo of memory on your computer, you can specify the memory allocation as following,
for example:

-vmargs -Xms40m -Xmx256m -XX:MaxPermSize=64m

Learn more on http://www.oracle.com/technetwork/java/hotspotfaq-138619.html

2.2. Launching Talend Studio

The following procedures describe how to launch the Studio, how to log in the Studio and how to create your
first project.

2.2.1. Launching the Studio

Launch the Studio
• On Windows, double-click the executable file to launch Talend Studio.

On Unix-like systems, add execution rights on the desired TOS_DI-* binary before launching it.

On a standard Linux box, the command is:

$ chmod +x TOS_DI-linux-gtk-x86.sh
$ ./TOS_DI-linux-gtk-x86.sh

On Mac OS X, launch the following file:

6 Talend Installation and Upgrade Guide

 Launching the Studio

TOS_DI-macosx-cocoa.app/Contents/MacOS/TOS_DI-macosx-cocoa

Public license

• First screen is a license screen. In the [License] window that appears, read and accept the terms of the license
agreement to proceed to the next step.

Login and first project

1. As first time user, you need to set up a new project or you can also import a Demo project which gathers
numerous job samples.

To select a demo project, select TALENDDEMOSJAVA and click Import....

To create a new project, enter the name of your project in the corresponding field and click Create... to
complete the description of your project.

2. In the Project name field, type in the name of the project.

In the Project description field, type in a description for this project.

Click Finish when complete, and the newly created project is displayed in the Login window.

3. In the Login window, open the project you just created. A registration window opens.

Talend Installation and Upgrade Guide 7

Configuring Talend Studio

If required, follow the instructions provided to join the Talend community or click Skip to open a welcome
window and launch the Studio.

2.3. Configuring Talend Studio

Talend Studio requires specific third-party Java libraries or database drivers (.jar files) to be installed to connect
to sources and targets. Those libraries or drivers, known as external modules, can be required by some of Talend
components or by some connection wizards or by both. Due to license restrictions, Talend may not be able to ship
certain external modules within Talend Studio.

2.3.1. Identify required external modules

On your design workspace, if a component requires the installation of external modules before it can work properly,
a red error indicator appears on the component. With your mouse pointer over the error indicator, you can see a
tooltip message showing which external modules are required for that component to work.

When you open the Basic settings or Advanced settings view of a component for which one or more required
external modules are missing, you will see a piece of highlighted information about missing external modules,
followed by an Install button. Clicking the Install button opens a wizard that will show you the external modules
to be installed.

The Modules view lists all the modules required to use the components embedded in the Studio, including those
missing Java libraries and drivers that you must install to get the relevant components or Metadata connection
working.

If the Modules view is not shown under your design workspace, go to Window > Show View… > Talend and then select
Modules from the list.

The table below describes the information presented in the Modules view.

Column Description
Status points out if a module is installed or not installed on your system.

The icon indicates that the module is not necessarily required for the corresponding component
or Metadata connection listed in the Context column.

8 Talend Installation and Upgrade Guide

 Identify required external modules

Column Description

The icon indicates that the module is absolutely required for the corresponding componentor
Metadata connection.
Context lists the name of Talend componentor Metadata connection using the module. If this column is
empty, the module is then required for the general use of Talend Studio.

This column lists any external libraries added to the routines you create and save in the
Studio library folder. For more information, see the Talend Studio User Guide.
Module lists the module exact name.
Description explains why the module/library is required.
Required the selected check box indicates that the module is required.

In addition to the Modules view, the Studio provides a mechanism that enables you to easily identify, download
and install most of the required third-party modules from the Talend website and directs you to valid websites
for the rest.

A Jar installation wizard appears whenever any required external module is found missing for any feature in the
Studio, including when you:

• drop a component from the Palette if one or more external modules required for that component to work are
missing in the Studio, or

• click the Check button in a Metadata connection setup wizard in Talend Studio if one or more external modules
required for the connection are missing in the Studio, or

• click the Guess schema button in the Component view of a component if one or more external modules required
for that component to work are missing in the Studio,

• click Install on the top of the Basic settings or Advanced settings view of a component for which one or more
required external modules are missing,

• run a Job that involves components or Metadata connections for which one or more required external modules
are missing, or

•
click the button in the Modules view.

When you click this button, the wizard that appears will list all the required external modules that are not integrated in
the Studio.

Talend Installation and Upgrade Guide 9

Install external modules

The table below describes the information presented in the wizard.

Item Description
Jar The file name of the external module.
Module A short description about the nature of the module.
Required by component Lists the components that require the external module.
Required The selected check box indicates that the module is required.
License The license under which the module is provided.
More information Provides the URL of the valid website where you can find more information about this module
and download the module manually.
Action : Click to open the [Download external modules] dialog box to download
and install the module, which is available on the Talend website;

: Click the link to open the valid website to download the module, which
is not available on the Talend website, and then click the jar button to import the downloaded
module into the your studio. For a list of these external websites, see the article How to install
external modules in the Talend products;

: You need to find and download the module yourself and click the jar
button to import it into the your studio.
Click to open the [Download external modules] dialog box to download and install all the
required modules that are available on the Talend website.
Do not show again
Select to prevent the wizard from appearing again unless you click the button in the
Modules tab view.

This check box shows only when you drop a component, set up a connection, or guess the
schema of a database, that requires a missing external module, or click the Install button on
the Component tab of a component that requires a missing external module.
Click here to obtain more Click to go to Talend online documentation on installing third-party modules.
information about external
modules

This wizard lists the external modules to be installed, the licenses under which they are provided, and the URLs
of the valid websites where they are downloadable, and allows you to download and install automatically all the
modules available on the Talend website and download those not available on the Talend website by following
the links provided in the Action column and then install them into your Studio manually.

When you drop a component, set up a connection, or guess the schema of a database, that requires an external
module for which neither the Jar file nor its download URL information is available on the Talend website, the
Jar installation wizard does not appear, but the Error Log view will present an error message informing you that
the download URL for that module is not available. You can try to find and download it by yourself, and then
install it manually into the Studio.

To show the Error Log view on the tab system, go to Window > Show views, then expand the General node and select
Error Log.

2.3.2. Install external modules

To download and install missing modules in the Studio
To download and install required modules automatically, do the following:

1. In the Jar installation wizard, click the Download and Install button to install a particular module, or click
the Download and install all modules available button to install all the available missing modules. The
[Download external modules] dialog box opens.

10 Talend Installation and Upgrade Guide

 Install external modules

2. To download and install the external module(s) provided under a particular license, select that license from
the Licenses pane, review the license terms, select the I accept the terms of the license agreement option,
and click Finish to start the download and installation process.

To download and install all external modules provided under all the listed licenses, click the Accept all button
to start the download and installation process.

Upon installation of the chosen external module or modules, a dialog box appears to notify you about the
number of modules successfully installed and/or about the modules failed to install, if any.

To install manually an external module you already have in your local file system, do the following:

1.
Click the button in the upper right corner of the Modules view or in Jar installation wizard to
browse your local file system.

2. In the [Open] dialog box of your file system, browse to the module you want to install, double-click
the .jar file, or select it and then click Open to install it.

The dialog box closes and the selected module is installed in the library folder of the current Studio.

You can now use the component or Metadata connection dependent on this module in any of your Job
designs.

To install missing modules in CommandLine

If you use the Studio and CommandLine on different machines, you need to retrieve the downloaded .jar files
and add them in CommandLine.

1. Make sure CommandLine is not started, then download the missing modules from the Modules view as
explained in the previous procedure.

Talend Installation and Upgrade Guide 11

Install external modules

2. Copy the downloaded .jar files from <StudioPath>/lib/java and paste them into <CommandLinePath>/
lib/java, where <StudioPath> and <CommandLinePath> are the installation directories of the Studio and
CommandLine respectively.

Note that the <CommandLinePath>/lib/java folder is not created by default, it is created the first time you
start the CommandLine application.

3. Restart CommandLine.

You can now use the component or Metadata connection dependent on these modules.

To install missing modules downloaded from external websites

Some missing modules are not available on the Talend website but can be downloaded directly from external
websites which are listed in the article How to install external modules in the Talend products. Once downloaded,
these modules must be placed in specific folders.

• For the studio, the downloaded modules must be placed in the following folder:

<StudioPath>/lib/java

12 Talend Installation and Upgrade Guide

Chapter 3. Upgrading your Talend products
This chapter describes the various operations required to migrate version of the Talend solutions.

We assume that you have installed and configured these solutions as described in the chapter Installing Talend
Studio for the first time.

The migration and upgrade process includes the following mandatory steps:

These steps usually need to be completed in the following order.

1. Backing up the environment, see the section Backing up the environment.

2. Upgrading the Talend projects in the Studio, see the section Upgrading the Talend projects in the Studio.

Talend Installation and Upgrade Guide

Backing up the environment

3.1. Backing up the environment

Before you start migrating your Talend solutions, make sure your environment is correctly backed up.

3.1.1. Saving the local projects

1. Launch the Studio.

2.
Click the icon and export your local projects to an archive file.

3.2. Upgrading the Talend projects in the

Studio
Importing your local projects
1. Launch the new Studio you have just installed.

2. In the login window, select Import, then import the archive file containing your local projects.

The local projects are displayed in the Project list and appear on the Studio Repository view.

For more information on how to export local projects to an archive file, see the section Saving the local projects.

14 Talend Installation and Upgrade Guide

Appendix A. Supported Third-Party System/
Database Versions
This document provides the information about the versions of the systems or databases supported by Talend
Studio .

Talend Installation and Upgrade Guide

Supported systems and databases

A.1. Supported systems and databases

The access to these systems and databases varies depending on the Studio you are using.

Systems/Databases Versions OS
Amazon Redshift Initial release of Amazon Redshift N/A1
AS400 V5R2 to V5R4 N/A1
AS400 V5R3 to V6R1 N/A1
Access 2003 Windows
Access 2007 Windows
DB Generic ODBC Windows
DB2 9.5/9.7 Windows + Linux
EXASolution 4 Windows
FireBird 2.1 Windows + Linux
Greenplum 4.2.1.0 Windows (client
uniquement) + Linux
HSQLDb 1.8.0 N/A1
Kerberos
Hive Hive 1 (HiveServer) HortonWorks Data Platform V1.0.0 (0.9.0) Windows + Linux
(kinit and keytab)
The security
information is Hortonworks Data Platform V1.2.0 (Bimota)Kerberos
not available (kinit and keytab)
to standalone
servers. Hortonworks Data Platform V1.3.0 (Condor)Kerberos
(kinit and keytab)

Hortonworks Data Platform V2.0.0

Apache 1.0.0 (0.9.0) Windows + Linux

Apache 0.20.203 (0.7.1)

Cloudera CDH3 Windows + Linux
Kerberos (kinit and
Cloudera CDH4 (from 4.0 to 4.2) Windows + Linux
keytab)

MapR 1.2 Windows + Linux

MapR 2.0 Windows + Linux
MapR 2.1.2 Linux
MapR 2.1.3 Linux
MapR 3.0.1 Linux
EMR MapR 1.2.8 Linux
EMR Apache 1.0.3 Linux
Pivotal HD 1.0.1 Linux
Custom2
Hive2 (HiveServer) Hortonworks Data Platform V1.2.0 (Bimota)Kerberos Linux
(kinit and keytab)
Standalone
servers only Hortonworks Data Platform V1.3.0 (Condor)Kerberos
support the (kinit and keytab)
Kerberos
authentication Hortonworks Data Platform V2.0.0
without a Cloudera CDH4 (from 4.0 to 4.2)Kerberos (kinit and Linux
specific keytab. keytab)

Custom2
Informix 11.50 Windows + Linux
Ingres 9.2 Windows + Linux

16 Talend Installation and Upgrade Guide

 Supported systems and databases

Systems/Databases Versions OS
Interbase 7 and above N/A1
JavaDB 6 Windows + Linux
LDAP No version limitation Windows + Linux
MS SQL Server 2000/2003/2005/2008/2012 Windows + Linux
MaxDB 7.6 N/A1
MySQL Mysql4 Windows + Linux
Mysql5 Windows + Linux
Netezza Version 6 and earlier have been tested. Windows + Linux

No issues have been found with other versions until

now.

You can install the required JDBC driver matching

your database version.
OleDb 2000/2003/2005/2007/2010 N/A1
Oozie Hortonworks Data Platform V1.0.0 Windows + Linux

Hortonworks Data Platform V1.2.0 (Bimota)

Hortonworks Data Platform V1.3.0 (Condor)

Hortonworks Data Platform V2.0.0

Cloudera CDH3 Linux

Cloudera CDH4 (from 4.0 to 4.2)

MapR 2.0.0 Linux

MapR 2.1.2

MapR 2.1.3

MapR 3.0.1
Custom2
Oracle Oracle 8i/9i/10g/11g/11g (11.6) Windows + Linux
ParAccel 3.1/3.5 N/A1
PostgreSQL 8.3 Windows + Linux
PostgresPlus 8.3 Windows + Linux
Salesforce until V26 Windows + Linux
SAP 4.6 Windows
SQLite 3.6.7 Windows + Linux
Sybase 12.5/12.7/15.2/15.5/15.7 Windows + Linux
SybaseIQ 12.5/12.7/15.2 Windows + Linux
Teradata 12/13/14 Windows + Linux
VectorWise 2 Windows + Linux
Vertica 3/3.5/4/4.1/5.0/5.1/6.0 Windows + Linux
eXist 1.4 Windows 32bit + Linux
32bit

Kerberos (kinit and keytab): The Kerberos authentication with a specific keytab is supported.

Kerberos (kinit only): The Kerberos authentication without a specific keytab is supported.

1. The test information is not available yet.

Talend Installation and Upgrade Guide 17

Talend Installation and Upgrade Guide