Informatica B2B Data Transformation

(Version 9.6.1)

Installation and Configuration

Quick Start Guide
Informatica B2B Data Transformation Installation and Configuration Quick Start Guide

Version 9.6.1
June 2014

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Table of Contents
Chapter 1: Data Transformation Installation and Configuration Quick Start. . . . . . 1
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Verify the Minimum System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Complete the Pre-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Install Data Transformation Design Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Install Data Transformation Production Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Complete the Post-Installation Tasks for the Design Environment. . . . . . . . . . . . . . . . . . . . . . . 3
Complete the Post-Installation Tasks for the Production Environment. . . . . . . . . . . . . . . . . . . . . 3
Test and Troubleshoot the Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Configure Data Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Table of Contents i
CHAPTER 1

Data Transformation Installation

and Configuration Quick Start
This chapter includes the following topics:

• Overview, 1
• Verify the Minimum System Requirements, 2
• Complete the Pre-Installation Tasks, 2
• Install Data Transformation Design Environment, 2
• Install Data Transformation Production Environment, 2
• Complete the Post-Installation Tasks for the Design Environment, 3
• Complete the Post-Installation Tasks for the Production Environment, 3
• Test and Troubleshoot the Installation, 3
• Configure Data Transformation, 4

Overview
You can install the Data Transformation design environment on a Windows computer, and you can install the
Data Transformation production environment on a Linux, UNIX, or Windows computer.

The production environment is also known as Data Transformation Engine. The design environment is made
up of Data Transformation Engine and Data Transformation Studio.

Installation Steps
1. Verify the system requirements.
2. Complete the pre-installation tasks.
3. Install the design environment or the production environment.
4. Complete the post-installation tasks.
5. Test and troubleshoot the installation.
6. Customize the Data Transformation system settings.

Note: This quick start describes general installation steps. For detailed instructions, such as steps required
for certain platforms or features, see the Data Transformation Installation and Configuration Guide.

1
Verify the Minimum System Requirements
The following table describes the minimum system hardware requirements for the Data Transformation
design environment and production environment:

Environment Processo RAM Disk Operating

r Space System

Design 1 GHz 512 MB 708 MB Windows

Production 1 GHz 512 MB 502 MB AIX

HP-UX
Linux
Solaris
Windows

Complete the Pre-Installation Tasks

Before you run the Data Transformation installer for an upgrade from an earlier version, perform the following
tasks:

• Ensure that all software and hardware prerequisites are met.

• Back up essential files on your design and production environments.
• If you are upgrading from Data Transformation 9.0.1.1 or earlier, uninstall the previous version of Data
Transformation.
For more information about additional pre-installation tasks for an HP-UX system, see the Data
Transformation Installation and Configuration Guide.

Install Data Transformation Design Environment

On a 32-bit or 64-bit Windows machine, run the graphical or silent client installer.

Note: If the Windows machine already has Informatica Server installed, you must first uninstall Data
Transformation Engine.

Install Data Transformation Production Environment

Install the Data Transformation production environment with a graphical, console, or silent installer.

Windows
On a 32-bit or 64-bit Windows machine, run the graphical or silent server installer.

2 Chapter 1: Data Transformation Installation and Configuration Quick Start

 Linux or UNIX
On a Linux or UNIX machine, run the graphical, console, or silent server installer.

Complete the Post-Installation Tasks for the Design

Environment
After you complete the installation of the Data Transformation design environment, perform the following
tasks:

• Configure Data Transformation.

• Enable display of Microsoft binary files.
• Install optional libraries. For more information, see the Data Transformation Libraries Guide.
• Restore backed-up files. For more information, see Pre-Installation Task List

Complete the Post-Installation Tasks for the

Production Environment
After you complete the installation of the Data Transformation production environment, perform the following
tasks:

• For a Data Transformation Engine installed without Informatica Platform, install the license on each
production environment machine.
• For a Linux or UNIX installation, configure the environment variables for each user.
• Configure the invocation of Data Transformation Engine.
• Configure Data Transformation.
• For an Engine installation on a cluster of identical machines, configure the method of storage for the
repository.
• For an Engine installation that requires two or more configurations, create copies of the configuration file
for each user.
• Assign permissions to users and applications. For more information, see the Data Transformation
Administrator Guide.
• Install optional libraries. For more information, see the Data Transformation Libraries Guide.
• Restore backed-up files. For more information, see Pre-Installation Task List

Test and Troubleshoot the Installation

After you install the software, verify that Data Transformation Engine and the document processors operate
correctly.

Complete the Post-Installation Tasks for the Design Environment 3

Configure Data Transformation
Customize Data Transformation system settings by performing the following tasks:

• Use the configuration editor to configure preferences, such as the location of user logs or the location of
the repository.
• Run Data Transformation, and then configure project properties.

Note: To use the configuration editor on Linux or UNIX machines, you must first set the DISPLAY
environment variable.

4 Chapter 1: Data Transformation Installation and Configuration Quick Start