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MDM 103 InstallationGuideFor (SQL) ServerWith (JBoss) en

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dwarak
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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Informatica® Multidomain MDM

10.3

Installation Guide for


Microsoft SQL Server with
Red Hat JBoss
Informatica Multidomain MDM Installation Guide for Microsoft SQL Server with Red Hat JBoss
10.3
September 2018
© Copyright Informatica LLC 2001, 2019

This software and documentation are provided only under a separate license agreement containing restrictions on use and disclosure. 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 LLC.

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial
computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such,
the use, duplication, disclosure, modification, and adaptation is subject to the restrictions and license terms set forth in the applicable Government contract, and, to the
extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License.

Informatica, the Informatica logo, and ActiveVOS are trademarks or registered trademarks of Informatica LLC in the United States and many jurisdictions throughout the
world. A current list of Informatica trademarks is available on the web at https://www.informatica.com/trademarks.html. 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. Required third party notices are included with the product.

The information in this documentation is subject to change without notice. If you find any problems in this documentation, report them to us at
[email protected].

Informatica products are warranted according to the terms and conditions of the agreements under which they are provided. INFORMATICA PROVIDES THE
INFORMATION IN THIS DOCUMENT "AS IS" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT ANY WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT.

Publication Date: 2019-01-24


Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 1: Installation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9


Multidomain MDM Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installation Topology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2: Pre-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12


Prepare for Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Prepare the Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Set Up the Database Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Step 1. Install and Configure Microsoft SQL Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Step 2. Create a Microsoft SQL Server Data File Store . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step 3. Install ODBC Driver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step 4. Create the ActiveVOS Schema. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Set Up the Application Server Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configure Java Virtual Machines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configure Server Properties for the Full Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Create the ActiveVOS Console Administrative User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Start JBoss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Configure the Properties Files for Silent Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Configuring the Informatica Platform Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Configuring the Hub Server Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Configuring the Process Server Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 3: Hub Store Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25


Create the MDM Hub Master Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Create an Operational Reference Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Import the Metadata into the MDM Hub Master Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Import the Metadata into the Operational Reference Store. . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Table of Contents 3
Chapter 4: Hub Server Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Hub Server Installation Modes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installing the Hub Server in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installing the Hub Server in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Generating a Silent Installation Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Installing the Hub Server in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Installing the Hub Server on Nodes in a Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 5: Hub Server Post-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42


Copy the Installation Log Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Verify the Version and Build Number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configure the MDM Hub Master Database Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Verify and Configure Application Server Settings (Conditional). . . . . . . . . . . . . . . . . . . . . . . . . 44
Editing the Application Server Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Configuring the Hub Server for a JBoss Multi-node or Cluster Environment. . . . . . . . . . . . . . 44
Deploy the Hub Server Applications (Conditional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Using a Script for Deploying the Hub Server Applications (Conditional). . . . . . . . . . . . . . . . . . . 46
Manually Deploying the Hub Server Applications (Conditional). . . . . . . . . . . . . . . . . . . . . . . . . 46
Step 1. Creating Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Step 2. Configuring JMS Message Queues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Step 3. Deploying the Hub Server Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Step 4. Configuring JMS Message Queues on the Hub Server. . . . . . . . . . . . . . . . . . . . . . 51
Step 5. Configuring Server Resources for Informatica Data Director. . . . . . . . . . . . . . . . . . 53
Configuring Metadata Caching (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Editing Infinispan Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Starting the Hub Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Registering an Operational Reference Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Additional Application Server Configuration (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Configuring JBoss for Standalone Process Server Instances. . . . . . . . . . . . . . . . . . . . . . . 57
Configuring EJB Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Chapter 6: Process Server Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60


Process Server Installation Modes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Installing the Process Server in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Installing the Process Server in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Installing the Process Server in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Installing the Process Server on Nodes in the Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Chapter 7: Process Server Post-Installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . 67


Copy the Installation Log Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Verify the Version and Build Number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Deploy the Process Server Application (Conditional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

4 Table of Contents
Step 1. Creating Data Sources (Conditional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Step 2. Deploying the Process Server Application (Conditional). . . . . . . . . . . . . . . . . . . . . 69
Enabling Secured Communications for Process Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Configuring the Process Server for Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Configure Match Population. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Enabling Match Population. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Configuring the Process Server with Cleanse Engines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Chapter 8: ActiveVOS Post-Installation Tasks for the Application Server. . . . . 74


Edit the ActiveVOS Security Domain in JBoss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Create a Trusted User in JBoss Environments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Chapter 9: ActiveVOS Post-Installation Tasks for the Business Entity


Adapter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
ActiveVOS Web Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Configuring the ActiveVOS URNs for the Business Entity Workflow Adapter. . . . . . . . . . . . . . . . 77
Set the ActiveVOS Protocol to HTTPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Configure the Primary Workflow Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Configure the MDM Identity Services for ActiveVOS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Configure Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Chapter 10: Resource Kit Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80


Setting Up the MDM Hub Sample Operational Reference Store. . . . . . . . . . . . . . . . . . . . . . . . . 80
Registering the Informatica MDM Hub Sample Operational Reference Store. . . . . . . . . . . . . . . . 82
Installing the Resource Kit in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Installing the Resource Kit in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Installing the Resource Kit in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Configuring the Properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Running the Silent Installer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Chapter 11: Troubleshooting the MDM Hub. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92


Troubleshooting the Installation Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Chapter 12: Uninstallation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96


Uninstallation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Uninstalling the Hub Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Uninstalling the Process Server in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Uninstalling the Process Server in Graphical Mode On UNIX. . . . . . . . . . . . . . . . . . . . . . . 97
Uninstalling the Process Server in Graphical Mode On Windows. . . . . . . . . . . . . . . . . . . . . 97
Uninstalling the Hub Server in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Uninstalling the Hub Server in Graphical Mode on UNIX. . . . . . . . . . . . . . . . . . . . . . . . . . 98
Uninstalling the Hub Server in Graphical Mode on Windows. . . . . . . . . . . . . . . . . . . . . . . . 98
Uninstalling the Resource Kit in Graphical Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Table of Contents 5
Uninstalling the Resource Kit in Graphical Mode on UNIX. . . . . . . . . . . . . . . . . . . . . . . . . 98
Uninstalling the Resource Kit in Graphical Mode on Windows. . . . . . . . . . . . . . . . . . . . . . . 99
Uninstalling the Process Server in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Uninstalling the Hub Server in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Uninstalling the Resource Kit in Console Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Manually Undeploying the Process Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Manually Undeploying the Hub Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

6 Table of Contents
Preface
The Multidomain MDM Installation Guide is written for database administrators, system administrators, and
®
implementers who are responsible for installing and setting up the Informatica MDM Hub. This guide
assumes that you have knowledge of operating systems, database environments, and your application
server.

Informatica Resources

Informatica Network
Informatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other
product resources. To access Informatica Network, visit https://network.informatica.com.

As a member, you can:

• Access all of your Informatica resources in one place.


• Search the Knowledge Base for product resources, including documentation, FAQs, and best practices.
• View product availability information.
• Review your support cases.
• Find your local Informatica User Group Network and collaborate with your peers.

Informatica Knowledge Base


Use the Informatica Knowledge Base to search Informatica Network for product resources such as
documentation, how-to articles, best practices, and PAMs.

To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas
about the Knowledge Base, contact the Informatica Knowledge Base team at
[email protected].

Informatica Documentation
To get the latest documentation for your product, browse the Informatica Knowledge Base at
https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.

If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation
team through email at [email protected].

7
Informatica Product Availability Matrixes
Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types
of data sources and targets that a product release supports. If you are an Informatica Network member, you
can access PAMs at
https://network.informatica.com/community/informatica-network/product-availability-matrices.

Informatica Velocity
Informatica Velocity is a collection of tips and best practices developed by Informatica Professional
Services. Developed from the real-world experience of hundreds of data management projects, Informatica
Velocity represents the collective knowledge of our consultants who have worked with organizations from
around the world to plan, develop, deploy, and maintain successful data management solutions.

If you are an Informatica Network member, you can access Informatica Velocity resources at
http://velocity.informatica.com.

If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional
Services at [email protected].

Informatica Marketplace
The Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your
Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers
and partners, you can improve your productivity and speed up time to implementation on your projects. You
can access Informatica Marketplace at https://marketplace.informatica.com.

Informatica Global Customer Support


You can contact a Global Support Center by telephone or through Online Support on Informatica Network.

To find your local Informatica Global Customer Support telephone number, visit the Informatica website at
the following link:
http://www.informatica.com/us/services-and-training/support-services/global-support-centers.

If you are an Informatica Network member, you can use Online Support at http://network.informatica.com.

8 Preface
Chapter 1

Installation Overview
This chapter includes the following topics:

• Multidomain MDM Installation, 9


• Installation Topology, 11
• Installation Tasks, 11

Multidomain MDM Installation


Multidomain MDM is a master data management solution that enhances data reliability and data
maintenance procedures. Multidomain MDM is also referred to as the MDM Hub. You can access the MDM
Hub features through the Hub Console.

The MDM Hub consists of multiple components. You can install the MDM Hub in the graphical mode, the
console mode, or the silent mode.

Core Components
The following table describes the core installation components:

Component Description

MDM Hub A schema that stores and consolidates business data for the MDM Hub. Contains the MDM Hub
Master environment configuration settings, such as user accounts, security configuration, Operational
Database Reference Store registry, and message queue settings. You can access and manage an
Operational Reference Store from an MDM Hub Master Database. The default name of an MDM
Hub Master Database is CMX_SYSTEM, but you can use a custom name.

Operational A schema that stores and consolidates business data for the MDM Hub. Contains the master data,
Reference Store content metadata, and the rules to process and manage the master data. You can configure
separate Operational Reference Store databases for different geographies, different organizational
departments, and for the development and production environments. You can distribute
Operational Reference Store databases across multiple server machines. The default name of an
Operational Reference Store is CMX_ORS.

Hub Server A J2EE application that you deploy on an application server. The Hub Server processes data stored
within the MDM Hub and integrates the MDM Hub with external applications. The Hub Server
manages core and common services for the MDM Hub.

9
Component Description

Process Server A J2EE application that you deploy on an application server. The Process Server processes batch
jobs such as load, recalculate BVT, and revalidate, and performs data cleansing and match
operations. The Process Server interfaces with the cleanse engine that you configure to
standardize and optimize data for match and consolidation.

Provisioning A tool to build business entity models, and to configure the Entity 360 framework for Data
tool Director. After you build business entity models, you can publish the configuration to the MDM
Hub.

Informatica A business process management (BPM) tool that is required internally by the MDM Hub for
ActiveVOS ® processing data. Informatica ActiveVOS supports automated business processes, including
change-approval processes for data. You can also use Informatica ActiveVOS to ensure that
changes to master data undergo a review-and-approval process before inclusion in the best
version of the truth (BVT) records.
When you install ActiveVOS Server as part of the Hub Server installation, you install the ActiveVOS
Server, ActiveVOS Console, and Process Central. Also, you install predefined MDM workflows,
tasks, and roles.

Data Director A user interface to master and manage the data that is stored in the MDM Hub. In IDD, data is
(IDD) organized by business entities, such as customers, suppliers, and employees. Business entities
are data groups that have significance for organizations.

Optional Components
The following table describes the optional installation components:

Component Description

Resource Kit Set of samples, applications, and utilities to integrate the MDM Hub into your applications and
workflows. You can select the Resource Kit components that you want to install.

Informatica An environment that comprises the Informatica services and Informatica clients that you use to
platform cleanse and transfer source data to the MDM Hub. You can use Informatica platform instead of
the cleanse functions available in the MDM Hub to cleanse data.
When you install the Informatica platform as part of the Hub Server installation, you install the
Data Integration Service, Model Repository Service, and Informatica Developer (the Developer
tool).

Dynamic Data A data security tool that operates between the MDM Hub and databases to prevent unauthorized
Masking access to sensitive information. Dynamic Data Masking intercepts requests sent to databases and
applies data masking rules to the request to mask the data before it is sent back to the MDM Hub.

Informatica Data Applicable to Informatica Data Director (IDD) based on the subject area data model only.
Controls (IDC) IDC is a set of user interface controls that expose the MDM Hub data in third-party applications
that are used by business users.

10 Chapter 1: Installation Overview


Installation Topology
Before you install the MDM Hub, decide on the installation topology. Usually, infrastructure planners and
Master Data Management solution architects determine on the topology to implement.

You can install the MDM Hub in multiple environments, such as development, test, and production. The
requirements and priorities for each type of environment are unique. Therefore, the installation topology
differs for each environment.

The following table describes the MDM Hub installation topologies that you can use:

Topology Description

Standalone application server All the MDM Hub components are installed on a standalone application server
instance instance.

Multiple application server The MDM Hub components are installed on multiple application server instances.
instances

Application server cluster The MDM Hub components are installed in an application server cluster.

For more information about installation topologies, see the Multidomain MDM Infrastructure Planning Guide.

Note: All the components of the MDM Hub implementation must have the same version. If you have multiple
versions of the MDM Hub, install each version in a separate environment.

Installation Tasks
Complete the preinstallation tasks before you install the MDM Hub components. After the installation,
complete the post-installation tasks.

To install the MDM Hub, perform the following tasks:

1. Complete the preinstallation tasks. To ensure that you can successfully run the installers for the Hub
Server and the Process Server and create the Hub Store, complete the pre-installation tasks.
2. Create the MDM Hub Master Database. Create the MDM Hub Master Database before you install the Hub
Server and the Process Server.
Use the setup script provided with the MDM Hub distribution to create the MDM Hub Master Database.
3. Create the Operational Reference Store. Create Operational Reference Stores at any time after you
complete the preinstallation tasks.
Use the setup script provided with the MDM Hub distribution to create the Operational Reference Store.
4. Install the Hub Server. Use the MDM Hub installer to install the Hub Server.
5. Install the Process Server. Use the MDM Hub installer to install the Process Server.
6. Perform the post-installation configuration tasks. Test the database connections. To ensure that you can
use the MDM Hub features, configure the Hub Server and the Process Server.

Installation Topology 11
Chapter 2

Pre-Installation Tasks
This chapter includes the following topics:

• Prepare for Installation, 12


• Prepare the Environment, 13
• Set Up the Database Environment, 14
• Set Up the Application Server Environment, 17
• Configure the Properties Files for Silent Installation, 23

Prepare for Installation


Before you install the MDM Hub, prepare for the installation.

The following table describes the preparatory tasks for the installation:

Task Description

Read the Release Read the latest Multidomain MDM Release Notes for updates to the installation and upgrade
Notes process.
Important: Some versions of application servers and databases have known limitations when
running Multidomain MDM. Ensure that you perform all suggested workarounds.

Read the Product Read the Product Availability Matrix (PAM) for information about product requirements and
Availability Matrix supported platforms. You can access PAMs at
https://network.informatica.com/community/informatica-network/product-availability-matrices.

Understand the MDM Acquire and understand the plan for the MDM infrastructure and architecture from the
infrastructure and infrastructure planners or the MDM solution architects in your organization. For more
architecture plan information about infrastructure planning and MDM architecture, see the Multidomain MDM
Infrastructure Planning Guide.

Download and extract Download the installation files from the Informatica Electronic Software Download site to a
the installer files directory on your machine. To extract the compressed files, use an extraction utility that
also extracts empty folders.
Download and extract the following installation files:
- MDM Hub installer for the operating system
- Database files
- ActiveVOS Server installer for the operating system
If you intend to install Informatica platform, download the following files:
- Informatica platform server installation files for the operating system
- Informatica platform client installation files

12
Task Description

Verify license key Verify that you have the license key, which is in an email message from Informatica. Copy
the license key file to a directory accessible to the user account that installs the product.
If you do not have a license key, contact Informatica Global Customer Support.

Create an installation Create a directory to store copies of installation files, such as the validation results,
documentation environment reports, database debug logs, and log files.
directory For example, create the directory install_doc. To troubleshoot the installation, you can create
an archive file of the installation documentation directory and send it to Informatica Global
Customer Support for analysis.

Prepare the Environment


Before you install the MDM Hub, prepare the installation environment.

The following table describes the tasks you perform to prepare the environment for the installation:

Task Description

Verify minimum Verify that the machines meet the hardware and software requirements for the MDM Hub
system requirements installation. The hardware requirements are dependent on the data, processing volumes, and
business rules.
To install the MDM Hub, the machines must meet the following minimum requirements:
- Disk space. 4.9 GB
- RAM for the development environment. 4 GB
To verify the run-time physical memory requirements of the MDM Hub components, use the
following formula:
Total run-time memory requirement for MDM Hub components = JDK JVM
max heap size of the application server + operating system native
heap size

Install Java Install a supported version of the JDK on the machine on which you want to install the MDM
Development Kit Hub. The JDK is not bundled with the MDM Hub installers.
(JDK) Note: Use the same Java version on the application server machines and on the machines on
which you want to launch the Hub Console.
If you want to install Informatica platform on HP-UX, install the supported version of the JDK
on the HP-UX machine. The JDK is not bundled with the Informatica platform installer for HP-
UX. The JDK is bundled with the Informatica platform installers for all other platforms.

Install Visual C++ On Windows systems, Multidomain MDM requires Visual C++ Redistributable for Visual
Redistributable for Studio 2015 to support the name search feature and the matching feature.
Visual Studio 2015 on
Windows only

Prepare the Environment 13


Task Description

Set environment Set the environment variables for the MDM Hub installation.
variables To use the correct JDK, set the following environment variables to point to the JDK directory:
- JAVA_HOME. Required
- PATH. Required
- INFA_JDK_HOME. Optional. Required if you want to install Informatica platform on AIX or
HP-UX.
If you want to install Informatica platform with security enabled for the domain, set the
INFA_TRUSTSTORE environment variable to point to the following directory:
<Informatica platform installation directory>/Client/clients/shared/
security

Set the operating Set the same operating system locale for the Hub Server, the MDM Hub Master Database,
system locale Operational Reference Store, and the Hub Console.

Set up the X Window If you want to run the installer in graphical mode on UNIX, set up an X Window System. An X
System on UNIX Window System is a graphics display server. For more information about setting up an X
Window System, see the documentation for your operating system.

Disable access to the To improve security, disable access to the root welcome page for your application server.
root welcome page For instructions, see the documentation for your application server.
for your application
server

Disable insecure TLS To improve security, in the Java runtime environment that is used with Multidomain MDM,
cipher suites disable insecure TLS cipher suites.
1. Open the following file: ../jdk<version>/jre/lib//security/java.security
2. Find the property jdk.tls.disabledAlgorithms and update the value to include the
following list of insecure cipher suites:
jdk.tls.disabledAlgorithms = SSLv3, RC4, MD5withRSA, DH keySize <
1024, EC keySize < 224, DES40_CBC, RC4_40, 3DES_EDE_CBC, EDH-RSA-DES-
CBC3-SHA, ECDHE-RSA-DES-CBC3-SHA, DES-CBC3-SHA
For more information about the property, see the documentation for your JDK.

For more information about product requirements and supported platforms, see the Product Availability
Matrix on Informatica Network:
https://network.informatica.com/community/informatica-network/product-availability-matrices

Set Up the Database Environment


Before you create an MDM Hub Master Database and Operational Reference Store, set up the database
environment.

To set up the database environment, perform the following tasks:

1. Install and configure Microsoft SQL Server.


2. Create a data file store.
3. Install ODBC driver.
®
4. Create the ActiveVOS schema.

14 Chapter 2: Pre-Installation Tasks


Step 1. Install and Configure Microsoft SQL Server
You can install and configure Microsoft SQL Server according to the instructions in the Microsoft SQL Server
documentation.

The following table describes the Microsoft SQL Server installation and configuration tasks:

Tasks Description

Install Microsoft SQL Install the supported version of Microsoft SQL Server.
Server Note: Ensure that you specify mixed mode as the database engine authentication security
mode.

Configure distributed Configure Microsoft SQL Server for distributed transactions because the MDM Hub
transactions requires a distributed transactions environment.
To configure Microsoft SQL Server for distributed transactions, enable MS DTC for XA
transactions, and configure the JDBC distributed transactions component.

Enable the TCP/IP Configure Microsoft SQL Server to use the TCP/IP network protocol that the MDM Hub
network protocol environment requires.

Configuring Microsoft SQL Server for Distributed Transactions


Before you start Microsoft SQL Server, ensure that you configure it for distributed transactions. The MDM
Hub requires a distributed transaction environment.

1. To ensure that the Microsoft Distributed Transaction Coordinator (MS DTC) service starts when you start
Microsoft SQL Server, mark MS DTC as Automatic in the Service Manager.
2. Enable MS DTC for XA transactions.
3. Enable MS DTC for SNA LU 6.2 transactions.
4. Configure the JDBC distributed transactions component.
a. Download and extract the Microsoft SQL Server JDBC driver from the Microsoft website to a
directory on the machine.
b. Copy the sqljdbc_xa.dll file to the Binn directory of the machine on which Microsoft SQL Server is
installed.
c. Run the xa_install.sql script on the Microsoft SQL Server instance as an administrator.
The xa_install.sql script is in the xa directory of the JDBC driver.
d. Verify that the script creates the SqlJDBCXAUser role in the Microsoft SQL Server master database.
For more information about how to install and configure Microsoft SQL Server for distributed transactions,
see the Microsoft SQL Server documentation.

Enabling the TCP/IP Network Protocol


Use SQL Server Configuration Manager to enable the TCP/IP network protocol, which the MDM Hub
environment requires.

1. Start the SQL Server Configuration Manager.


2. In the console pane, expand SQL Server Network Configuration, and then click Protocols for
MSSQLSERVER.
3. In the details pane, right-click TCP/IP, and then click Enable.

Set Up the Database Environment 15


4. Restart the SQL Server service.
The TCP/IP network protocol is enabled.

Step 2. Create a Microsoft SQL Server Data File Store


Ensure that you create a Microsoft SQL Server data file store if one does not exist. When you create the MDM
Hub Master Database and the Operational Reference Stores, you need to provide the path to the Microsoft
SQL Server data file store.

Step 3. Install ODBC Driver


If you install the application server on UNIX or Linux, install an ODBC driver for Microsoft SQL Server so that
data sources can be created.

u Download and install the ODBC driver for the operating system.
• On Linux. Download the Microsoft SQL Server ODBC driver from the Microsoft website.
• On UNIX. Download the UNIX ODBC driver from the unixODBC Project home page.

Step 4. Create the ActiveVOS Schema


If you want to install ActiveVOS, you need to create the ActiveVOS database schema. To create the schema,
run the create_bpm script.

1. Open a command prompt and change to the following directory:


<MDM Hub distribution directory>/database/bin
2. Run the following command:
On UNIX. ./sip_ant.sh create_bpm
On Windows. sip_ant.bat create_bpm
3. Answer the prompts that appear.
The prompt displays default text in brackets. Press Enter to use the default value and go to the next
prompt.

Property Description

Database Type Type of database to use. For Microsoft SQL Server, specify MSSQL. The database
type must be the same as the database type selected for the MDM Hub Master
Database and the Operational Reference Stores.

ActiveVOS User Name User name of the ActiveVOS Server administrative user.

ActiveVOS User Password Password of the administrative user.

ActiveVOS Collation Name Name of the ActiveVOS database collation.


For example, Latin1_General_CI_AS.

16 Chapter 2: Pre-Installation Tasks


Property Description

ActiveVOS Database Host Name of the machine that hosts the database.
Name

ActiveVOS Database Path Path to the database location.

DBA User Name User name of the SA user.

DBA Password Password of the SA user account.

4. After you create the schema, review the sip_ant.log file in the following directory:
<MDM Hub distribution directory>/database/bin
The sip_ant.log file logs any errors that might occur when you run the sip_ant script to create the
ActiveVOS database schema.

Set Up the Application Server Environment


You can install the MDM Hub in a JBoss cluster environment or on standalone JBoss instances. Install and
configure JBoss according to the instructions in the JBoss documentation. Whether you install the MDM Hub
in a JBoss cluster environment or on standalone JBoss instances, install the JBoss standalone configuration,
and use the full profile of the configuration.

A JBoss cluster consists of one or more cluster nodes on one or more machines. Install and configure JBoss
on all machines on which you want cluster nodes. In a cluster environment, ensure that the directory
structure of the JBoss installations is the same on all the cluster nodes.

Note: Install the application server in the same time zone as the database server.

Configure Java Virtual Machines


To configure a Java Virtual Machine (JVM), set Java options by using the JAVA_OPTS environment variable.

You can set the Java options in the following file:

On UNIX. <JBoss installation directory>/bin/standalone.conf

On Windows. <JBoss installation directory>\bin\standalone.conf.bat

The following table describes the Java options settings:

Java Options Description

-server Results in a slower startup but subsequent


operations are faster.

-Djava.net.preferIPv4Stack Specifies whether Java uses Internet Protocol


version 4 (IPv4). If the operating system uses
Internet Protocol version 6 (IPv6), set to true.

Set Up the Application Server Environment 17


Java Options Description

-Djboss.as.management.blocking.timeout Time in seconds to wait for JBoss to deploy. To


ensure that JBoss does not fail to start, you can
set the value to 5000. Adjust the time period based
on your environment. Default is 300.
If you do not configure the parameter, you might
encounter a JBoss deployment timeout.

-Djavax.net.ssl.trustStore=<Security certificate key file path> Imports the security certificate.


-Djavax.net.ssl.trustStorePassword=<keystore password>" Required if you want to configure the HTTPS
protocol for the MDM Hub communications and for
the ActiveVOS communications with the MDM Hub.
Before you configure the property, use the Java
keytool command to generate a keystore and an
alias. If you use a certificate chain, the alias of the
end-user certificate must be the same as the
application server host name.

-Djgroups.bind_addr Interface on which JGroup must receive and send


messages.
Required in multinode or cluster environments.
Ensure that each node binds to its own network
interface.

-DFrameworksLogConfigurationPath Path to the log4j.xml file.

-Dmdm.node.groupid Specifies a group ID for Java Virtual Machines in


the MDM Hub implementation. Required only if you
want logical groupings of Hub Servers and Process
Servers.

-Dfile.encoding Required if you want to use Informatica Data


-Dorg.apache.catalina.connector.URI_ENCODING Director and use REST APIs to search for records.
Set both the Java options to UTF-8 to ensure that
you can find and save records that contain UTF-8
characters.

-Dorg.apache.coyote.http11.Http11Protocol.MAX_HEADER_SIZE Maximum size of the HTTP headers, in bytes. The


smart search requests might fail if the header size
is low. Set to 16384.

-Dtask.pageSize=<maximum number of tasks> Specifies the maximum number of ActiveVOS tasks


that are retrieved for each request. Default is 5000.
Increase the number if your environment has a
large number of tasks.

-Dstricttransportsecurity.flag Specifies whether web browsers must convert all


attempts to access Informatica Data Director using
the HTTP requests to the HTTPS requests instead.
Set to true.

-Xms Initial heap size. Set to 2048m.

18 Chapter 2: Pre-Installation Tasks


Java Options Description

-Xmx Maximum JVM heap size. Set to 4 GB or higher.


For example, to set the -Xmx to 4096m, use the
following JAVA_OPTIONS environment variable
setting:
set "JAVA_OPTIONS=-server ...
-Xmx4096m"

XX:+UseCodeCacheFlushing Specifies whether the JVM disposes of compiled


code when the code cache is full.

-XX:ReservedCodeCacheSize JIT code cache size. To enhance the performance


of the MDM Hub environment, set to 512m.

Logical Grouping of Java Virtual Machine Example


By grouping Java Virtual Machines (JVMs), you get a logical group of Hub Servers and Process Servers.
When you deploy the Hub Server and Process Server applications in a logical JVM group, all communication
between the applications stays within the group. To group JVMs, you assign a group ID to each JVM in the
MDM Hub environment.

Note: Process Server grouping is applicable to the cleanse and match process only. A Process Server that is
enabled as a Zookeeper server and is enabled for smart search is available to all the groups for indexing and
search processing.

The following table shows an example of logical JVM groups:

JVM Group JVM Hub Server Process Server

Group1 JVM1 Yes Yes

Group1 JVM4 - Yes

Group2 JVM2 Yes Yes

Group3 JVM3 - Yes

For JVM1, add the following Java option in the startup script:
-Dmdm.node.groupid=Group1
For JVM2, add the following Java option in the startup script:
-Dmdm.node.groupid=Group2
For JVM3, add the following Java option in the startup script:
-Dmdm.node.groupid=Group3
For JVM4, add the following Java option in the startup script:
-Dmdm.node.groupid=Group1
After you configure the JVMs, and deploy the Hub Servers and Process Servers, the groups have the
following characteristics:

• Group1 has two Process Servers, Group2 has one Process Server, and Group3 has one Process Server.

Set Up the Application Server Environment 19


• All cleanse and batch calls stay in their own group with the exception of smart search. For example, any
real-time call on the Hub Server in Group1 affects only the Group1 Process Servers (JVM1 and JVM4).

Configure Server Properties for the Full Profile


Configure the server properties for the full profile of the standalone mode in the standalone-full.xml file.

The standalone-full.xml file is in the following directory:

<JBoss installation directory>/standalone/configuration

The following table describes the server properties configuration for the full profile:

Configuration Description

Transaction Ensures that the MDM Hub transactions complete. In the subsystem with the name
timeout urn:jboss:domain:transactions:<n.n>, set default-timeout=3600 for the
coordinator-environment element.

HTTPS protocol Required if you want to configure the HTTPS protocol for the MDM Hub communications and for
ActiveVOS communications with the MDM Hub.
Note: Before you configure the HTTPS protocol, use the Java keytool command to generate a
keystore and an alias. Note the key alias and keystore password that you create.
To configure the HTTPS protocol, in the subsystem with the name
urn:jboss:domain:web:<n.n>, add the following connector configuration:
<connector name="https" protocol="HTTP/1.1" scheme="https" socket-
binding="https" secure="true">
<ssl name="ssl" key-alias="<Key alias>" password="<keystore
password>" certificate-key-file="<Security certificate key file path>"
protocol="TLSv1" verify-client="false"/>
</connector>

HornetQ Security If HornetQ security is enabled for the JBoss server, disable it. In the hornetq-server element,
set the security-enabled configuration to false as shown in the following example:
<security-enabled>false</security-enabled>

Remoting- Configures remoting-connector security.


connector security To log in to the Hub Console from a remote machine, disable the remoting-connector security. In
the subsystem with the name urn:jboss:domain:remoting:<n.n>, remove the security-
realm attribute from the following connector configuration:
<connector name="remoting-connector" socket-binding="remoting" security-
realm=<"security realm name">/>

20 Chapter 2: Pre-Installation Tasks


Configuration Description

Asynchronous If the JBoss environment runs on Java 1.7, and you want to use Informatica Data Director,
handling of configure asynchronous handling of loggers.
loggers In the subsystem with the name urn:jboss:domain:logging:<n.n>, add the following
async-handler configuration:
<async-handler name="ASYNC">
<level name="INFO"/>
<queue-length value="1024"/>
<overflow-action value="BLOCK"/>
<subhandlers>
<handler name="FILE"/>
<handler name="CONSOLE"/>
</subhandlers>
</async-handler>
Also, add the <handler name="ASYNC"/> element to the root-logger configuration.

Port configuration If you want to install multiple MDM Hub instances on the same machine, you deploy each MDM
for JBoss Hub instance on a separate JBoss instance.
instances To avoid port conflicts, for each JBoss instance, set the port-offset attribute of the socket-
binding-group element to a different value.

Access to the Disable access to the JBoss root welcome page. For instructions, see the JBoss documentation.
JBoss root
welcome page

Create the ActiveVOS Console Administrative User


If you want to use ActiveVOS, create the ActiveVOS Console administrative user with the abAdmin role. If you
do not create an administrative user, the Hub Server deployment fails. Use the ActiveVOS Console
administrative user name and password when the Hub Server installer prompts you to enter the
administrative user credentials for the ActiveVOS Console.

1. Change to the following directory:


<JBoss installation directory>/bin
2. To run the add-user utility, use the following script:
On UNIX. add-user.sh
On Windows. add-user.bat
3. Answer the prompts that appear.
The following table describes the values to specify for each prompt:

Prompt Value to Specify

What type of user do you wish to add? a) Management User or To select Application User, enter b.
b) Application User

Realm (ApplicationRealm) Realm name. Enter the realm name that you
specified in the login-module that you added
to the standalone-full.xml file.

Set Up the Application Server Environment 21


Prompt Value to Specify

Username ActiveVOS Console administrator name.

Password Password that complies with the JBoss


password standard.

What roles do you want this user to belong to? abAdmin.

About to add user <user name> for realm <realm name>. Is To add the user, enter yes.
this correct?

Is this new user going to be used for one AS process to yes.


connect to another AS process?

Start JBoss
Before you install the Hub Server and the Process Server, start the JBoss application server. Based on your
environment, you either start standalone JBoss instances or JBoss cluster nodes.

Starting Standalone JBoss Instances


If you use standalone JBoss instances, start each instance on which you want to install the MDM Hub
components.

1. Navigate to the following directory:


<JBoss installation directory>/bin
2. To start a JBoss instance, run the following command:
On UNIX. standalone.sh -c standalone-full.xml -b 0.0.0.0 -
Djboss.as.management.blocking.timeout=5000
On Windows. standalone.bat -c standalone-full.xml -b 0.0.0.0 -
Djboss.as.management.blocking.timeout=5000
JBoss starts on the available network interfaces and listens for the current host that is defined in the
hosts file in the /etc/hosts directory. Adjust the timeout interval based on your environment.
3. If you have multiple JBoss instances on the same machine, to start the second and any subsequent
JBoss instances, add the following argument to the startup command:
-Djboss.service.binding.set=ports-01

Starting JBoss Cluster Nodes


If you use a JBoss cluster environment, start the cluster nodes on which you want to install the MDM Hub
components.

1. Navigate to the following directory:


<JBoss installation directory>/bin

22 Chapter 2: Pre-Installation Tasks


2. To start a JBoss cluster node, run the following command on machines that have cluster nodes:
On UNIX. standalone.sh -c standalone-full.xml -b 0.0.0.0 -Djboss.node.name=<Name of the
cluster node> -Djboss.server.base.dir=../<node path> -
Djboss.as.management.blocking.timeout=5000 -u <multicast address> -
Djgroups.bind_addr=<bind address> -Djboss.socket.binding.port-offset=<port offset value>
-Djboss.partition.name=<Partition name>
On Windows. standalone.bat -c standalone-full.xml -b 0.0.0.0 -Djboss.node.name=<Name of
the cluster node> -Djboss.server.base.dir=../<node path> -
Djboss.as.management.blocking.timeout=5000 -u <multicast address> -
Djgroups.bind_addr=<bind address> -Djboss.socket.binding.port-offset=<port offset value>
-Djboss.partition.name=<Partition name>
Set the port offset value if multiple cluster nodes run on the same machine. Use the default partition
name or ensure that the partition name is the same for all nodes that belong to a cluster. Adjust the
timeout interval based on your environment.

Configure the Properties Files for Silent Installation


If you want to install the Hub Server and the Process Server without user interaction in silent mode, configure
the installation properties files. You might want to perform a silent installation if you need multiple
installations, or if you need to install on a machine cluster. A silent installation does not show any progress
or failure messages.

The installer reads the silent installation properties file to determine the installation options. Ensure that you
provide correct settings in the properties file because the silent installation process might complete
successfully even if the settings are incorrect.

You can configure the following silent installation properties files:

• Informatica platform. Required to install Informatica platform as part of the MDM Hub installation.
• Hub Server. Required to install the Hub Server in silent mode.
• Process Server. Required to install the Process Server in silent mode.

Note: If you do not want to manually configure the silent installation properties file, you can use the -r
command-line option during installation to generate the silent installation properties file.

Configuring the Informatica Platform Properties File


If you want to install Informatica platform as part of the MDM Hub installation, configure the Informatica
platform properties file. Specify the options for the installation in the properties file, and save the file with the
name SilentInput.properties.

1. Find the SilentInput.properties file in the following directory: <Distribution directory>/


Informatica platform>
2. Create a backup copy of the file.
3. Open the SilentInput.properties file in a text editor.
4. Configure the values of the installation parameters, and save the file.

Configure the Properties Files for Silent Installation 23


Configuring the Hub Server Properties File
If you want to install the Hub Server in silent mode, configure the Hub Server properties file. Specify the
options for the installation in the properties file, and save the file with a new name.

1. Find the silentInstallServer_sample.properties file in the following directory: /silent_install/


mrmserver
2. Create a backup copy of the silentInstallServer_sample.properties file.
3. Open the file in a text editor, and configure the values of the installation parameters.
4. Save the properties file with a new name such as silentInstallServer.properties.

Configuring the Process Server Properties File


If you want to install the Process Server in silent mode, configure the Hub Server properties file. Specify the
options for the installation in the properties file, and save the file with the new name.

1. Find the silentInstallCleanse_sample.properties file in the following directory: /silent_install/


mrmcleanse
2. Create a backup copy of the silentInstallCleanse_sample.properties file.
3. Open the file in a text editor, and configure the values of the installation parameters.
4. Save the properties file with a name such as silentInstallCleanse.properties.

24 Chapter 2: Pre-Installation Tasks


Chapter 3

Hub Store Installation


This chapter includes the following topics:

• Create the MDM Hub Master Database, 25


• Create an Operational Reference Store, 26
• Import the Metadata into the MDM Hub Master Database, 28
• Import the Metadata into the Operational Reference Store, 29

Create the MDM Hub Master Database


After you install Microsoft SQL Server, create an MDM Hub Master Database. The default name of the MDM
Hub Master Database is CMX_SYSTEM, but you can use a custom name.

Note: If you change the folder names in the distribution directory, metadata import fails.

1. Open a command prompt, and navigate to the following directory:


<MDM Hub distribution directory>/database/bin
2. To create the MDM Hub Master Database, run the following command:
sip_ant.bat create_system
3. Answer the prompts described in the following table:
Note: The prompt displays default text in brackets. Press Enter to use the default value and go to the
next prompt.

Prompts Description

Enter the database type (ORACLE, MSSQL, Database type. Specify MSSQL.
DB2)

Enter the database host name [localhost] Name of the host that runs the database. Default is localhost.
Important: In cluster environments, specify the absolute host
name or the IP address to avoid caching issues.

25
Prompts Description

Enter the database port number [1433] Port number that the database listener uses. Default is 1433.
Note: You cannot create the DB2 database if the port number is
not the default 50000. You must manually change the port
number in the DB2 properties file.

Enter master database name [cmx_system] Name of the MDM Hub Master Database schema. Default is
cmx_system.

Enter master user name [cmx_system] User name to access the MDM Hub Master Database. Default is
cmx_system.

Enter master database user password Password to access the MDM Hub Master Database.

Enter CMX_SYSTEM database path ("C: Path to the Microsoft SQL Server data file store enclosed in
\MSSQLDATA") double quotation marks.
Note: If you create the MDM Hub Master Database from a remote
Windows machine, do not use spaces in the database path.

Enter CMX_SYSTEM database collation Collation name to set a collation sequence for the MDM Hub
name (Latin1_General_CI_AS) Master Database.

Enter locale name from the list: de, en_US, Operating system locale. Default is en_US.
fr, ja, ko, zh_CN. [en_US]

Enter the DBA user name [sa] Default is sa.

Enter the DBA password Password of the SA user account.

4. To verify that the MDM Hub Master Database was created successfully, review sip_ant.log in the
following directory:
<MDM Hub distribution directory>/database/bin
The sip_ant.log file logs any errors that might occur when you run the sip_ant script to create the
MDM Hub Master Database.

Create an Operational Reference Store


After you complete the preinstallation tasks, create an Operational Reference Store (ORS). The default name
of the ORS is CMX_ORS.

Note: If you change the folder names in the distribution directory, metadata import fails.

1. Open a command prompt, and navigate to the following directory:


<MDM Hub distribution directory>/database/bin
2. To create an ORS, run the following command:
sip_ant.bat create_ors
3. Answer the prompts described in the following table:

26 Chapter 3: Hub Store Installation


Note: The prompts display default text in brackets. Press Enter to use the default value and go to the
next prompt.

Prompts Description

Enter the database type (ORACLE, MSSQL, DB2) Database type. Specify MSSQL.

Enter the Operational Reference Store schema host Name of the host that is running the database. Default
name [localhost] is localhost.

Enter the Operational Reference Store schema port Port number that the database listener uses. Default is
number [1433] 1433.

Enter the Operational Reference Store schema name Name of the Operational Reference Store database.
[cmx_ors] Default is cmx_ors.

Enter CMX_ORS database path ["C:\MSSQLDATA"] Path to the Microsoft SQL Server data file store
enclosed in double quotation marks.
Note: If you create the Operational Reference Store
from a remote Windows machine, do not use spaces in
the database path.

Enter CMX_ORS database collation name Collation name to set a collation sequence for the
(Latin1_General_CI_AS) Operational Reference Store.

Enter the Operational Reference Store database user User name to access the Operational Reference Store.
name [cmx_ors] Default is cmx_ors.

Enter the Operational Reference Store database user Password to access the Operational Reference Store.
password

Enter locale name from the list: de, en_US, fr, ja, ko, Operating system locale.
zh_CN. [en_US]

Enter the DBA user name [sa] SA user. Default is sa.

Enter the DBA password Password of the SA user account.

4. To verify that the ORS was created successfully, review sip_ant.log in the following directory:
<MDM Hub distribution directory>/database/bin
The sip_ant.log file logs any errors that might occur when you run the sip_ant script to create the
ORS.

Create an Operational Reference Store 27


Import the Metadata into the MDM Hub Master
Database
After you create the MDM Hub Master Database, import the initial metadata into the MDM Hub Master
Database. The initial metadata includes repository tables and other objects that the MDM Hub requires in the
Hub Store.

Note: If you change the folder names in the distribution directory, metadata import fails.

1. Open a command prompt, and navigate to the following directory:


<MDM Hub distribution directory>/database/bin
2. To import the initial metadata, run the following command:
sip_ant.bat import_system
3. Answer the prompts described in the following table:
Note: The prompts display default text in brackets. Press Enter to use the default value and go to the
next prompt.

Prompts Description

Enter the database type (ORACLE, MSSQL, Database type. Specify MSSQL.
DB2)

Enter the database host name [localhost] Name of the host that is running the database.

Enter the database port number [1433] Port number that the database listener uses. Default is 1433.

Connect URL [jdbc:sqlserver://localhost:1433] Connect URL for Microsoft SQL Server. Default is
jdbc:sqlserver://localhost:1433.

Enter master database name [cmx_system] Name of the MDM Hub Master Database schema. Default is
cmx_system.

Enter master user name [cmx_system] User name to access the MDM Hub Master Database. Default is
cmx_system.

Enter master database user password Password to access the MDM Hub Master Database.

Enter locale name from the list: de, en_US, fr, Operating system locale. Default is en_US.
ja, ko, zh_CN. [en_US]

4. After you import the initial metadata, review the following log files for errors:
• seed.log. Contains database errors.
The seed.log file is in the following directory: <MDM Hub installation directory>/database/bin/
mssql
• sip_ant.log. Contains user input errors.
The sip_ant.log file is in the following directory: <distribution directory>/database/bin

28 Chapter 3: Hub Store Installation


Import the Metadata into the Operational Reference
Store
After you create the Operational Reference Store, import the initial metadata into the Operational Reference
Store. The initial metadata includes repository tables and other objects that the MDM Hub requires in the Hub
Store.

Note: If you change the folder names in the distribution directory, metadata import fails.

1. Open a command prompt, and navigate to the following directory:


<MDM Hub distribution directory>/database/bin
2. To import the initial metadata, run the following command:
sip_ant.bat import_ors
3. Answer the prompts described in the following table:
Note: The prompts display default text in brackets. Press Enter to use the default value and go to the
next prompt.

Prompts Description

Enter the database type (ORACLE, MSSQL, DB2) Database type. Specify MSSQL.

Enter the Operational Reference Store database Name of the host that is running the database.
host name [localhost]

Enter the Operational Reference Store database Port number that the database listener uses. Default is
port number [1433] 1433.

Enter the Operational Reference Store database Name of the Operational Reference Store database. Default
name [cmx_ors] is cmx_ors.

Connect URL [jdbc:sqlserver://localhost:1433] Connect URL for Microsoft SQL Server. Default is
jdbc:sqlserver://<host name>:<port>.

Enter the Operational Reference Store database User name to access the Operational Reference Store.
user name [cmx_ors] Default is cmx_ors.

Enter the Operational Reference Store database Password to access the Operational Reference Store.
user password

Enter locale name from the list: de, en_US, fr, ja, Operating system locale. Default is en_US.
ko, zh_CN. [en_US]

Enter the integer code of Operational Reference Specify timeline units to use. Default is days.
Store Timeline Granularity: Year 5, Month 4, Day 3, Note: The timeline granularity that you configure cannot be
Hour 2, Minute 1, Second 0 [3] modified later.
For more information about timeline, see the Multidomain
MDM Configuration Guide.

Import the Metadata into the Operational Reference Store 29


4. After you import the initial metadata, review the following log files for errors:
• seed.log. Contains database errors.
The seed.log file is in the following directory: <MDM Hub installation directory>/database/bin/
mssql
• sip_ant.log. Contains user input errors.
The sip_ant.log file is in the following directory: <MDM Hub distribution directory>/
database/bin

30 Chapter 3: Hub Store Installation


Chapter 4

Hub Server Installation


This chapter includes the following topics:

• Hub Server Installation Modes, 31


• Installing the Hub Server in Graphical Mode, 31
• Installing the Hub Server in Console Mode, 35
• Generating a Silent Installation Properties File, 38
• Installing the Hub Server in Silent Mode, 38
• Installing the Hub Server on Nodes in a Cluster, 39

Hub Server Installation Modes


You can use any of the following modes to install the Hub Server:

• Graphical mode
• Console mode
• Silent mode

Installing the Hub Server in Graphical Mode


You can install the Hub Server in graphical mode.

You must use the same user name to install the Hub Server and the Process Server.

1. Start the application server.


2. Open a command prompt, and navigate to the Hub Server installer in the distribution directory.
By default, the installer is in the following directory:
<MDM Hub distribution directory>/<operating system name>/mrmserver
3. Run the following command:
On UNIX. ./hub_install.bin
On Windows. hub_install.exe
4. Select the language for the installation, and then click OK.

31
The Introduction window appears.
5. Click Next.
The License Agreement window appears.
6. Select the I accept the terms of the License Agreement option, and then click Next.
The Choose an Install Folder window appears.
7. Select the location of the Hub Server installation.
• To choose the default location, click Next.
• To enter a path, type the path to the installation folder, and click Next.
Note: The installation fails if you specify a path that has spaces in the directory or folder names.
• To choose another location, click Choose, and then click Next.
8. On UNIX, choose a link folder or select the option to not create links and click Next. On Windows, select
the location to create a product icon or select the option not to create a product icon.
9. Click Next.
The Enter the location of the license file window appears.
10. Click Choose to select a license file, and click Next.
The Advanced Security window appears.
11. Select the security configuration for the MDM Hub.
• Optionally, in the Customer hash key field, enter a hashing key up to 128 bits.
• To choose the default configuration, click Next. The Hub Certificate Provider window appears.
• To choose a custom security configuration for the MDM Hub, select Custom and click Next.
12. If you selected Custom in the preceding step, the Hashing Algorithm page appears.
• To accept the default hashing algorithm for password hashing in the MDM Hub, click Next. The Hub
Certificate Provider window appears.
• To choose a custom hashing algorithm, select Other, and then click Next.
13. If you selected Other in the preceding step, provide the following information for the custom hashing
algorithm, and then click Next:
• Hashing algorithm name
• Location of the hashing algorithm archive.
Note: The hashing algorithm archive must be a ZIP file. If the archive contains multiple JAR files and
other supporting files, ensure they are all in the ZIP file.
• Canonical class name of the hashing algorithm implementation.
Note: For example, enter $HASHING_CLASS_NAME$.
The Hub Certificate Provider window appears.
14. To select the certificate provider for the MDM Hub to authenticate trusted applications, choose one of
the following options:
• To choose the default certificate provider, click Next. The Application Server window appears.
• To choose a custom certificate provider, select Custom.

32 Chapter 4: Hub Server Installation


15. If you selected Custom in the preceding step, provide the following information for the custom
certificate provider:
a. Enter the location of the certificate provider archive.
Note: The certificate provider archive must be a ZIP file. If you use a custom certificate provider,
ensure the <MDM Hub installation directory>/server/resources/certificates directory is
empty.
b. Enter the class name of the certificate provider, and then click Next.
The Application Server window appears.
16. Select JBoss, and then click Next.
The JBoss Application Server Home window appears.
17. Configure the following JBoss settings:
a. Specify the application server installation directory, and then click Next.
The JBoss Application Server Configuration Name window appears.
b. Specify the Configuration Name, and then click Next.
The default value is standalone.
The JBoss Application Server Port window appears.
c. Specify the remote port.
Note: The JBoss port can conflict with the default database server port. If ports conflict, change one
of the ports to resolve the conflict. For more information on changing ports, see the JBoss
documentation.
18. Click Next.
The Database Selection window appears.
19. Select Microsoft SQL 2012, and click Next.
The Microsoft SQL Server Database Information window appears.
20. Specify the following configuration parameters to create the J2EE data source, and click Next:

Field Name Description

Server Name of the server.

Port Port number of the MDM Hub Master Database.

Database Name Name of the MDM Hub Master Database.

DBO Username Database owner user name of the MDM Hub Master Database.

DBO Password Database owner password of the MDM Hub Master Database.

The Install ActiveVOS window appears.

21. If you want to install the bundled, licensed version of Informatica ActiveVOS, select Yes and perform the
following substeps. Otherwise, select No, and click Next.

a. On the Choose ActiveVOS Installation Folder page, accept the default installation path or specify a
preferred location. Click Next.

Installing the Hub Server in Graphical Mode 33


b. On the Database Information page, enter the database details that you specified when you created
the ActiveVOS database schema, and click Next.
c. On the Application Server Web URL page, accept the default URL or specify the URL that you want
to use to call ActiveVOS web services. Ensure the URL contains the correct port number for the
connection to the application server. Click Next.
The post installation setup script uses the URL to call ActiveVOS web services, deploy the
predefined MDM workflows to ActiveVOS, and create the URN mapping.
d. On the ActiveVOS Installer page, click Choose and browse to the ActiveVOS_Server installation file
in the distribution package. Click Next.
e. Enter the administrative user name and password to create an administrative user for the ActiveVOS
Console.
Important: The user name and password must be the same as the ActiveVOS Console user name
and password that was created in the application server.
f. Click Next.
22. Select one of the following Informatica platform installation options:
• Yes. Install Informatica platform.
• No. Does not install Informatica platform.
23. If you select Yes in the preceding step, click Choose and browse to the following Informatica platform
file locations:
• Installation response file
• Platform installation file
24. On the Product Usage Toolkit page, select the industry to which the organization belongs and the
environment type.
25. If you want to use a proxy server, select Yes, and enter the proxy server details. Otherwise, select No.
You can enter the following proxy server details:
• Proxy server name/IP
• Proxy server port
• Proxy server domain name. Leave blank if not applicable.
• Proxy server user name. Leave blank if not applicable.
• Proxy server password. Leave blank if not applicable.
26. Click Next.
The Deploy page appears.
27. Select one of the following postInstallSetup script options:
• Yes, run the script during this installation. Runs the postInstallSetup script during the installation.
• No, I will run it later. Does not run the postInstallSetup script during the installation. After the
installation, you must run the postInstallSetup script or manually deploy the Hub Server
applications.
The postInstallSetup script repackages and deploys the Hub Server applications. Also, the script
creates data sources and configures JMS message queues.
28. Click Next.
The Pre-Installation Summary window appears.
29. After the Pre-Installation Summary window displays the options you want, click Install to start the
installation process.

34 Chapter 4: Hub Server Installation


When the installation completes, the Install Complete window appears.
30. Click Done to exit the Hub Server installer.

Installing the Hub Server in Console Mode


You can install the Hub Server in console mode on UNIX.

1. Start the application server.


2. Open a command prompt, and navigate to the following directory in the MDM Hub distribution:
<MDM Hub distribution directory>/<operating system name>/mrmserver
3. Run the following command:
./hub_install.bin -i console
4. Enter the number of the locale you want to choose for the installation, and then press Enter.
The introduction information about the installation appears.
5. Press Enter.
The license agreement appears.
6. Read the License Agreement. Type Y to accept the terms of the license agreement, or type N if you do
not want to accept the license agreement and want to exit the installation program.
7. Press Enter.
If you entered Y in the preceding step, information about the installation folder appears.
8. Choose a folder for the Hub Server installation.
• To choose the default folder, press Enter.
• To change the path, type the absolute path of the installation folder, and press Enter.
9. Confirm the location of the installation folder. Type Y to confirm the installation folder, or type N to
change the installation folder.
10. Press Enter.
A list of link location options appears.
11. Enter the number of a link location option.
The prompt for the license file location appears.
12. Enter the absolute path of the license file, and press Enter.
A list of advanced security options appears.
13. Choose a security configuration for the MDM Hub.
• To choose the default configuration, press Enter.
• To choose a custom security configuration for the MDM Hub, type Custom, and press Enter.
• When prompted for a customer hash key, you can enter a value up to 128 bits.
14. If you typed Custom in the preceding step, choose one of the following options:
• To accept the default hashing algorithm for password hashing in the MDM Hub, press Enter.
• To choose a custom hashing algorithm, type Other, and press Enter.

Installing the Hub Server in Console Mode 35


15. If you typed Other in the preceding step, provide the following information for the custom hashing
algorithm:
• Hashing algorithm name
• Location of the hashing algorithm archive.
Note: The hashing algorithm archive must be a ZIP file. If the archive contains multiple JAR files and
other supporting files, ensure they are all in the ZIP file.
• Canonical class name of the hashing algorithm implementation.
Note: For example, enter $HASHING_CLASS_NAME$.
A list of certificate provider options appears.
16. To select the certificate provider for the MDM Hub to authenticate trusted applications, choose one of
the following options:
• To choose the default certificate provider, press Enter.
• To choose a custom certificate provider, type Custom and press Enter.
17. If you typed Custom in the preceding step, provide the following information for the custom certificate
provider:
a. Enter the location of the certificate provider archive.
Note: The certificate provider archive must be a ZIP file. If you use a custom certificate provider,
ensure the <MDM Hub installation directory>/server/resources/certificates directory is
empty. In a WebSphere environment, the MDM Hub user must also have access and write
permissions for the certificates directory.
b. Enter the class name of the certificate provider, and then press Enter.
A list of application server options appears.
18. Enter the number for the application server that you want to select, and press Enter.
The application server information appears.
19. Configure the JBoss settings.
a. Specify the application server installation directory, and press Enter.
The JBoss application server configuration name information appears.
b. Specify the configuration name. The default value is standalone.
c. Press Enter.
d. Specify the remote port.
Note: If the JBoss port conflicts with the default database port, then change one of the ports to
resolve the conflict.
20. Press Enter.
The database selection prompt appears.
21. Enter the number corresponding to Microsoft SQL 2012, and press Enter.
22. Specify the settings for the Microsoft SQL 2012 database to which you want to connect.
Press Enter to accept the default values, or replace the default values with the correct values.

36 Chapter 4: Hub Server Installation


The following table describes the prompts:

Prompt Description

Server Name of the server.

Port Port number of the MDM Hub Master Database.

Database Name Name of the MDM Hub Master Database.

DBO Username Database owner user name of the MDM Hub Master Database.

DBO Password Database owner password of the MDM Hub Master Database.

23. Press Enter.


24. If you want to install the bundled, licensed version of the ActiveVOS Server, press Enter for Yes.
Otherwise, type 2 for No and press Enter.
If you selected Yes, the installer prompts you to provide information about your ActiveVOS installation.
a. Specify the location where you want to install the ActiveVOS Server.
b. Specify the URL that you want to use to call MDM and ActiveVOS web services.
c. Enter information about the ActiveVOS database that you specified when you created the ActiveVOS
schema.
d. Specify the location of the ActiveVOS Server installation file.
e. Enter a user name and password to create an administrative user for the ActiveVOS Server
Administration Console.
Important: The user name and password must be the same as the ActiveVOS Console user name
and password that was created in the application server.
25. Press Enter.
The Informatica platform installation prompt appears.
26. If you want to install the Informatica platform, press Enter for Yes. Otherwise, type 2 for No and press
Enter.
The prompts for the Informatica platform installation response file and archive file locations appear.
27. Enter the locations of the Informatica platform installation response file and archive file, and press
Enter.
28. Specify the Product Usage Toolkit options.
a. Enter the industry to which the organization belongs , and then press Enter.
b. Enter the environment type. Type 1 for Production, type 2 for Test/QA, or type 3 for Development,
and then press Enter.
29. Select whether you have a proxy server. Press Enter for Yes. Otherwise, type 2 for No and then press
Enter.
You can enter the following proxy server details:
• Proxy server name/IP
• Proxy server port
• Proxy server domain name. Leave blank if not applicable.

Installing the Hub Server in Console Mode 37


• Proxy server user name. Leave blank if not applicable.
• Proxy server password. Leave blank if not applicable.
The summary of the installation choices appears.
30. Choose whether you want to run the postInstallSetup script as part of the installation, or run it
manually later.
Important: In a WebLogic 12.2.1.3 or later environment, if you decided to install ActiveVOS or if you
decided to use the WebLogic T3S protocol, select No, I will run it later.
31. Verify the information in the pre-installation summary. If the information is correct, press Enter to start
the installation.
The Hub Server is installed according to the configuration information you provide. When the process is
complete, the installation complete message appears.
32. Press Enter to exit the installer.

Generating a Silent Installation Properties File


You can generate a silent properties file that you can use to run a silent installation. To generate a silent
properties file, use the -r command-line option.

1. Start the application server.


2. Open a command prompt, and run the following command:
On UNIX. ./hub_install.bin -r <Path to response file location> installer.properties
On Windows. hub_install.exe -r <Path to response file location> installer.properties
The installer.properties response file is generated at the specified location.

Installing the Hub Server in Silent Mode


You can install the Hub Server in silent mode. Before you start the silent installation, ensure that you
configured the silent installation properties file.

1. Start the application server.


2. Open a command prompt, and run the following command:
On UNIX. ./hub_install.bin -f <Path to the Hub Server silent installation properties file
On Windows. hub_install.exe -f <Path to the Hub Server silent installation properties
file>
The silent installer runs in the background. The process can take a while.
3. If you ran the postInstallSetup script for the Hub Server as part of the silent installation, check
postinstallSetup.log to verify that the installation was successful.
The log file is in the following directory: <MDM Hub installation directory>/hub/server/logs.

38 Chapter 4: Hub Server Installation


Installing the Hub Server on Nodes in a Cluster
In application server cluster environments, install the Hub Server on all the nodes of the cluster to which you
must deploy the Hub Server application. You must complete the installation on one node of a cluster before
you proceed to install on another node of a cluster.

For example, a JBoss cluster has two nodes that run in host1 and host2 and use RMI ports 4447 and 4448.
You need to install the Hub Server on node1 and node2. You must complete the Hub Server installation on
any one node, such as node2, before you start installation on the other node, node1.

Ensure that the directory structure of the Hub Server installation is the same on all the nodes.

1. Start the JBoss cluster nodes on which you want to install the Hub Server.
2. Open a command prompt, and navigate to the following directory:
<MDM Hub distribution directory>/<operating system name>/mrmserver
3. To start the Hub Server installer on a cluster node, run the following command:
On UNIX. ./hub_install.bin
On Windows. hub_install.exe
4. Select the language for the installation, and then click OK.
The Introduction window appears.
5. Click Next.
The License Agreement window appears.
6. Select the I accept the terms of the License Agreement option, and then click Next.
The Choose an Install Folder window appears.
7. Select the location of the Hub Server installation.
• To choose the default location, click Next.
• To enter a path, type the path to the installation folder, and click Next.
Note: The installation fails if you specify a path that has spaces in the directory or folder names.
• To choose another location, click Choose, and then click Next.
8. On UNIX, choose a link folder or select the option to not create links and click Next. On Windows, select
the location to create a product icon or select the option not to create a product icon.
9. Click Next.
The Enter the location of the license file window appears.
10. Click Choose to select a license file, and click Next.
The Advanced Security window appears.
11. Select JBoss, and then click Next.
The JBoss Application Server Home window appears.
12. Configure the following JBoss settings:
a. Specify the application server installation directory, and then click Next.
The JBoss Application Server Configuration Name window appears.
b. Enter standalone, and then click Next.
The default value is standalone.
The JBoss Application Server Port window appears.

Installing the Hub Server on Nodes in a Cluster 39


c. Specify the remote port of the cluster node that is running on the machine.
Note: The JBoss port can conflict with the default database server port. If ports conflict, change one
of the ports to resolve the conflict. For more information on changing ports, see the JBoss
documentation.
13. Click Next.
The Database Selection window appears.
14. Select Microsoft SQL 2012, and click Next.
The Microsoft SQL Server Database Information window appears.
15. Specify the following configuration parameters to create the J2EE data source, and click Next:

Field Name Description

Server Name of the server.

Port Port number of the MDM Hub Master Database.

Database Name Name of the MDM Hub Master Database.

DBO Username Database owner user name of the MDM Hub Master Database.

DBO Password Database owner password of the MDM Hub Master Database.

The Install ActiveVOS window appears.

16. If you want to install the bundled, licensed version of Informatica ActiveVOS, select Yes and perform the
following substeps. Otherwise, select No, and click Next.

a. On the Choose ActiveVOS Installation Folder page, accept the default installation path or specify a
preferred location. Click Next.
b. On the Database Information page, enter the database details that you specified when you created
the ActiveVOS database schema, and click Next.
c. On the Application Server Web URL page, accept the default URL or specify the URL that you want
to use to call ActiveVOS web services. Ensure the URL contains the correct port number for the
connection to the application server. Click Next.
The post installation setup script uses the URL to call ActiveVOS web services, deploy the
predefined MDM workflows to ActiveVOS, and create the URN mapping.
d. On the ActiveVOS Installer page, click Choose and browse to the ActiveVOS_Server installation file
in the distribution package. Click Next.
e. Enter the administrative user name and password to create an administrative user for the ActiveVOS
Console.
Important: The user name and password must be the same as the ActiveVOS Console user name
and password that was created in the application server.
f. Click Next.
17. Select one of the following Informatica platform installation options:
• Yes. Install Informatica platform.
• No. Does not install Informatica platform.

40 Chapter 4: Hub Server Installation


18. If you select Yes in the preceding step, click Choose and browse to the following Informatica platform
file locations:
• Installation response file
• Platform installation file
19. On the Product Usage Toolkit page, select the industry to which the organization belongs and the
environment type.
20. If you want to use a proxy server, select Yes, and enter the proxy server details. Otherwise, select No.
You can enter the following proxy server details:
• Proxy server name/IP
• Proxy server port
• Proxy server domain name. Leave blank if not applicable.
• Proxy server user name. Leave blank if not applicable.
• Proxy server password. Leave blank if not applicable.
21. Click Next.
The Deploy page appears.
22. Select the No, I will run it later postInstallSetup script option.
The installer does not run the postInstallSetup script during the installation. Ensure that you manually
deploy the Hub Server applications after the installation.
23. Click Next.
The Pre-Installation Summary window appears.
24. After the Pre-Installation Summary window displays the options you want, click Install to start the
installation process.
When the installation completes, the Install Complete window appears.
25. Click Done to exit the Hub Server installer.
You can use any node in the JBoss cluster to access the Hub Server.

Installing the Hub Server on Nodes in a Cluster 41


Chapter 5

Hub Server Post-Installation


Tasks
This chapter includes the following topics:

• Copy the Installation Log Files, 42


• Verify the Version and Build Number, 43
• Configure the MDM Hub Master Database Name, 43
• Verify and Configure Application Server Settings (Conditional), 44
• Deploy the Hub Server Applications (Conditional), 45
• Using a Script for Deploying the Hub Server Applications (Conditional), 46
• Manually Deploying the Hub Server Applications (Conditional), 46
• Configuring Metadata Caching (Optional), 53
• Starting the Hub Console, 55
• Registering an Operational Reference Store, 55
• Additional Application Server Configuration (Optional), 57

Copy the Installation Log Files


The installation log files are useful for troubleshooting the Hub Server installation process. Copy the log files
to the installation documentation directory. Informatica Global Customer Support might request copies of the
log files if you contact them regarding installation issues.

The following table describes the different types of installation log files:

Log File Type Description

Installation log - File name. Informatica_MDM_Hub_Server_Install_<timestamp>.xml


- Location. <MDM Hub installation directory>/hub/server/UninstallerData/logs
- Contents. Directories and registry entries that are created, names of the files installed and
commands run, and status for each installed file.

Installation - File name. installPrereq.log


prerequisites log - Location. <MDM Hub installation directory>/hub/server/logs
- Contents. Logs of prerequisite checks performed by the installer.

42
Log File Type Description

Debug log - File name. infamdm_installer_debug.txt


- Location. <MDM Hub installation directory>/hub/server
- Contents. Detailed information about the choices that are made during the installation, and the
actions performed by the installer.

Post-installation - File name. postInstallSetup.log


setup log - Location. <MDM Hub installation directory>/hub/server/logs
- Contents. Summary of actions performed by the installer during the post-installation process
and the errors in the post-installation process.

Hub Server log - File name. cmxserver.log


- Location. <MDM Hub installation directory>/hub/server/logs
- Contents. Summary of the Hub Server operations.

JBoss log - File name. server.log


- Location. <JBoss installation directory>/standalone/log
- Contents. JBoss event logs and error messages.

Verify the Version and Build Number


Ensure that the correct version and build number of the Hub Server is installed.

1. Open a command prompt, and navigate to the following directory: <MDM Hub installation
directory>/hub/server/bin
2. To verify the Hub Server version and build number, run the following command:
On UNIX. versionInfo.sh
On Windows. versionInfo.bat
Note: For AIX systems, change the versionInfo.sh script to run Java from the <Java home>/jre/bin
directory.

Configure the MDM Hub Master Database Name


If the MDM Hub Master Database has a name other than cmx_system, configure the MDM Hub Master
Database name in the cmxserver.properties file.

1. Open the cmxserver.properties file in the following directory:


<MDM Hub installation directory>/hub/server/resources
2. Set the cmx.server.masterdatabase.schemaname property to the name that you specified for the MDM
Hub Master Database.
You specified the name for the MDM Hub Master Database when you created it.

Verify the Version and Build Number 43


Verify and Configure Application Server Settings
(Conditional)
Verify and configure application server settings based on the requirements of the MDM Hub environment.

The following table describes the configuration tasks that you can perform:

Configuration Task Description

Editing the application server settings Required if you run the postInstallSetup script during the installation
and the script fails because of incorrect application server settings.

Configuring the Hub Server for a JBoss Required if you installed the Hub Server in a JBoss multi-node or cluster
multi-node or cluster environment environment.

Editing the Application Server Settings


If you run the postInstallSetup script during the installation and the script fails because of incorrect
application server settings, edit the build.properties file. Also, if you want to change any application server
settings, edit the file.

1. Open build.properties file is in the following directory:


<MDM Hub installation directory>/hub/server/bin
2. Edit the application server settings and save the file.
After you edit the build.properties file, ensure that you run the postInstallSetup script to deploy the Hub
Server applications.

Configuring the Hub Server for a JBoss Multi-node or Cluster


Environment
If you installed the Hub Server in a JBoss multi-node or a cluster environment, configure the Hub Server for
the JBoss environment. To configure the Hub Server for the JBoss environment, configure the JBoss
environment properties in the cmxserver.properties file.

For example, if a JBoss cluster or the multi-node environment has two nodes, which run on host1 and host2,
configure the JBoss environment properties on both the nodes.

1. On all nodes in the environment, open the cmxserver.properties file in the following directory:
<MDM Hub installation directory>/hub/server/resources

44 Chapter 5: Hub Server Post-Installation Tasks


2. Configure the following JBoss environment properties:

Property Description

jboss.cluster Specifies whether EJB servers have multiple nodes or are clustered for the Hub
Server. Add the jboss.cluster property, and set it to true.

cmx.appserver.hostname Specifies machine names of the JBoss multi-node or the cluster environment. The
machine names must be in the following format: <host name>.<domain>.com
For example, if the cluster or the multi-node environment has two nodes that run on
host1 and host2 and use RMI ports 4447 and 4448, set
cmx.appserver.hostname=host1.<domain>.com,host2.<domain>.com

cmx.appserver.rmi.port Specifies remote port numbers.


For example, if the cluster or the multi-node environment has two nodes, which run
on host1 and host2 and use RMI ports 4447 and 4448, set
cmx.appserver.rmi.port=4447,4448
Note: Separate the port numbers by a comma with no space between them. Ensure
that the order of the port numbers corresponds to the order of the host names.

Deploy the Hub Server Applications (Conditional)


You must deploy the Hub Server applications on the same machine on which you install the Hub Server.

The Hub Server applications must be able to find the Hub Server installation from which you deploy them.
Therefore, do not transfer the EAR files for deployment on another machine. For example, you install the Hub
Server on a test machine, and then deploy the applications on the production machine. The applications that
you deploy on the production machine cannot find the installation on the test machine for information such
as logging configuration.

You need to deploy the Hub Server applications in any of the following scenarios:

• The installation is in an application server multi-node environment or cluster environment.


• The installation completes, but the postInstallSetup script that you run during the installation fails.
• You skipped the postInstallSetup script during the installation.
To deploy the Hub Server applications, use one of the following procedures described in the following table:

Procedure Description

Using a script for You run the postInstallSetup script to deploy the Hub Server applications. Also, the
deployment script creates data sources and configures JMS message queues.

Manual deployment You manually deploy the Hub Server applications. Also, you must manually create data
sources and configure JMS message queues.

Important: If the installation is in an application server multi-node or a cluster environment, firstly deploy the
Hub Server applications on one node. Before you deploy the Hub Server applications on the other nodes, copy
all the files from the certificates directory on the node with the deployment to the certificates directory
on all the other nodes. The certificates directory is in the following location: <MDM Hub installation
directory>/hub/server/resources.

Deploy the Hub Server Applications (Conditional) 45


Using a Script for Deploying the Hub Server
Applications (Conditional)
If you skipped the postInstallSetup script during the installation, run the script. The post-installation
process deploys the Hub Server applications, creates data sources, and configures JMS message queues.

1. Open a command prompt, and change to the following directory:


<MDM Hub installation directory>/hub/server
2. Run the postInstallSetup script.
Note: If you did not install the ActiveVOS version that is bundled with the MDM Hub installer, do not
include the ActiveVOS user names and passwords in the command.
On UNIX.
./postInstallSetup.sh -Ddatabase.password=<MDM Hub Master database password>
-Davos.username=<ActiveVOS Console username>
-Davos.password=<ActiveVOS Console password>
-Davos.jdbc.database.username=<ActiveVOS database username>
-Davos.jdbc.database.password=<ActiveVOS database password>
Note: If you include the exclamation mark (!) in your password, you must include a backslash before the
exclamation mark. For example, if your password is !!cmx!!, enter the following password: \!\!cmx\!\!
On Windows.
postInstallSetup.bat
-Ddatabase.password=<MDM Hub Master database password>
-Davos.username=<ActiveVOS Console username>
-Davos.password=<ActiveVOS Console password>
-Davos.jdbc.database.username=<ActiveVOS database username>
-Davos.jdbc.database.password=<ActiveVOS database password>
The ActiveVOS Console credentials are the same credentials as the administrative user in the
application server.
The ActiveVOS database credentials are the same credentials that were used to run the create_bpm
script.

Manually Deploying the Hub Server Applications


(Conditional)
If you skipped the postInstallSetup script during the installation or the postInstallSetup script fails, you
can manually deploy the Hub Server applications. Ensure that you deploy the Hub Server applications from
the Hub Server installation directory.

To deploy the Hub Server applications, perform the following tasks:

1. Creating data sources


2. Configuring JMS message queues
3. Deploying the Hub Server applications
4. Configuring JMS message queues in the Hub Server
5. Configuring server resources for Informatica Data Director (IDD)

46 Chapter 5: Hub Server Post-Installation Tasks


Step 1. Creating Data Sources
Before you manually deploy the Hub Server applications, create data sources. Also, if you want to configure
multiple Process Servers or troubleshoot installation issues, create data sources.

1. Create the following directory structure under <JBoss installation directory>/modules/:


/com/informatica/mdm/jdbc/main
2. In the main directory, create the module.xml file with the following content:
<?xml version="1.0" encoding="UTF-8"?>
<module xmlns="urn:jboss:module:1.0" name="com.informatica.mdm.jdbc">
<resources>
<resource-root path="<JDBC driver file name>"/>
</resources>
<dependencies>
<module name="javax.api"/>
<module name="javax.transaction.api"/>
</dependencies>
</module>
3. Download and copy the supported version of the JDBC drivers to the main directory.
4. Open the JBoss Management console, and click Profile.
The Datasources page appears.
5. Click Connector > Datasources.
6. Click the XA Datasources tab.
The JDBC XA Datasources page appears.
7. Click Add.
The Create XA Datasource dialog box appears.
8. Enter values in the Name and JNDI Name fields, and click Next.
The following table lists the syntax of the values to specify:

Field Name Syntax of Value

Name jdbc/siperian-<Microsoft SQL Server host name >-<Operational Reference


Store name>-ds

JNDI Name java:jboss/datasources/jdbc/siperian-<Microsoft SQL Server host name>-


<Operational Reference Store name>-ds

The XA Datasource page appears.

9. In the XA Datasource Class field, enter com.informatica.mdm.jdbc, and click Next.


The XA Properties page appears.
10. Enter the key and value pairs, and click Next.

Manually Deploying the Hub Server Applications (Conditional) 47


The following table lists the key value pairs:

Key Value

DatabaseName Name of the Operational Reference Store

PortNumber 1433

SelectMethod cursor

ServerName Microsoft SQL Server host name

The Connection Settings window appears.

11. Enter values for the connection settings, and click Done.
The following table describes the connection fields:

Field Name Description

Username Name of the Operational Reference Store

Password Password to access the Operational Reference Store

The JDBC XA Datasources page appears.

12. In the Selection section, edit the properties under the Pool tab.

Property Value

Min Pool Size 5

Max Pool Size 100

Strict Minimum false

Prefill enabled false

Flush Strategy FailingConnectionOnly

Idle Timeout 0

Track Statements false

48 Chapter 5: Hub Server Post-Installation Tasks


13. In the Selection section, edit the properties under the Validation tab.

Property Value

Valid Connection Checker org.jboss.jca.adapters.jdbc.extensions.mssql.MSSQLValidConnectionChecker

Check Valid Sql Not applicable

Validate On Match false

Background Validation false

Validation Millis 0

Stale Connection Checker Not applicable

Exception Sorter Not applicable

14. Select the data source that you added, and click Enable.
The data source that you added is enabled.

Step 2. Configuring JMS Message Queues


Before you manually deploy the Hub Server applications, configure JMS message queues. Also, to
troubleshoot issues, you might need to manually configure JMS message queues. For example, if the
automated queue creation process fails or the queues accidentally drop after installation, you need to
manually configure message queues.

The Services Integration Framework (SIF) uses a message-driven bean on the JMS message queue to
process incoming asynchronous SIF requests. Configure the message queue and the connection factory for
the application server that you use for the MDM Hub implementation. When you configure a JMS message
queue, you also create a connection factory.

To configure the JMS message queue, perform the following tasks:

1. Create a connection factory.


2. Create a JMS message queue for SIF requests.
3. Verify the JMS message queue

Step 1. Create a Connection Factory


You can manually create a connection factory.

1. Open the JBoss Management console.


2. Click Profile > Messaging > Destinations.
The JMS Messaging Provider page appears.
3. To view the settings of the default JMS messaging provider, click View.
The Messaging Destinations page appears.
4. Click the Connection Factories link.
The configured connection factories appear.
5. To add a connection factory, click Add.

Manually Deploying the Hub Server Applications (Conditional) 49


The Create Connection Factory dialog box appears.
6. Enter connection factory details.
The following table describes the connection factory details fields:

Field Name Description

Name Connection Factory name.


Specify java:/siperian.mrm.jms.xaconnectionfactory.

JNDI Names JNDI Name.


Specify java:/siperian.mrm.jms.xaconnectionfactory.

Connector Connector that you use to connect to the server.


The following connectors are available:
- in-vm. Use the in-vm connector to connect to a local server.
- netty. Use the netty connector to connect to a remote server.

7. Click Save.
The connection factory is created.

Step 2. Create a JMS Message Queue for SIF Requests


To create a JMS message queue, use the JBoss Management console.

1. Open the JBoss Management console.


2. Click Profile > Messaging > Destinations.
The JMS Messaging Provider page appears.
3. Click View to view the settings of the default JMS messaging provider.
The JMS Queue destination page appears.
4. Click Add.
The Create JMS Queue dialog box appears.
5. Specify the following options:

Option Value

Name java:/queue/siperian.sif.jms.queue

JNDI Name java:/queue/siperian.sif.jms.queue

Durable Clear the Durable check box.

6. Click Save
The queue is created.

50 Chapter 5: Hub Server Post-Installation Tasks


Step 3. Deploying the Hub Server Applications
You can manually deploy the Hub Server applications. Ensure that you deploy the Hub Server applications
from the Hub Server installation directory.

1. Stop the JBoss application server.


2. If you have any existing deployments, remove the following deployment files from the JBoss deployment
directory:

Deployment File Name Description

siperian-mrm.ear Required. The Hub Server application.

provisioning-ear.ear Required. The Provisioning tool application.

entity360view-ear.ear Optional. The Entity 360 framework.

informatica-mdm-platform-ear.ear Optional. The Informatica platform application.

ave_jboss.ear Optional. The ActiveVOS server application.

activevos-central.war Optional. The ActiveVOS Central application.

3. Copy the deployment files listed in the preceding step from the source to the target directories:
Source: Hub Server installation directory
Target: <JBoss installation directory>\standalone\deployments
4. Start the application server.
For more information about deploying applications, see the JBoss documentation.

Step 4. Configuring JMS Message Queues on the Hub Server


After you manually deploy the Hub Server applications, configure JMS message queues on the Hub Server.

To configure the JMS message queue on the Hub Server, perform the following tasks:

1. Start the Hub Console.


2. Add a message queue server.
3. Add a message queue.

Step 1. Start the Hub Console


To access the MDM Hub, start the Hub Console.

1. Open a browser window and enter the following URL:


http://<MDM Hub host>:<port number>/cmx/
Check with your administrator for the correct port number.
The Hub Console launch window appears.
2. Launch the Hub Console.
3. Enter your user name and password, and then click Log in.
Java Web Start downloads application files.

Manually Deploying the Hub Server Applications (Conditional) 51


The Informatica MDM Hub Login dialog box appears.
4. Enter your user name and password, and click OK.
The Change database dialog box appears.
5. Select the target database.
The target database is the MDM Hub Master Database.
6. Select a language from the list, and click Connect.
The Hub Console user interface appears in the language that you select. If you need to change the
language in which the Hub Console user interface appears, restart the Hub Console with the language of
your choice.

Step 2. Add a Message Queue Server


Before you add a message queue, you must add a message queue server to the MDM Hub implementation.

1. In the Hub Console, click Message Queues under the Configuration workbench.
2. Click Write Lock > Acquire Lock.
3. Right-click the middle pane of the Message Queues tool, and then click Add Message Queue Server.
The Add Message Queue Server dialog box appears.
4. Enter the message queue server details.
The following table describes the fields that you use to configure the JMS message queue server:

Field Name Value

Connection Factory Name Name of the connection factory.


Specify java:/siperian.mrm.jms.xaconnectionfactory.

Display Name Name of the message queue server that must appear in the Hub Console.
Specify java:/siperian.mrm.jms.xaconnectionfactory.

5. Click OK.
The message queue server is added.

Step 3. Add a Message Queue


You can add a message queue to a message queue server.

1. In the Hub Console, click Message Queues under the Configuration workbench.
2. Click Write Lock > Acquire Lock.
3. Right-click the message queue server in the middle pane of the Message Queues tool, and then click Add
Message Queue.
The Add Message Queue dialog box appears.
4. Enter JMS message queue details.

52 Chapter 5: Hub Server Post-Installation Tasks


The following table describes the JMS message queue fields:

Field Name Value

Queue Name Name of the message queue.


Specify java:/queue/siperian.sif.jms.queue.

Display Name Name of the message queue that must appear in the Hub Console.
Specify java:/queue/siperian.sif.jms.queue.

5. Click OK.
The message queue is added to the message queue server.
6. In the right pane, select the Use with message triggers option.
7. Click Test.
The result of the message queue test appears.

Step 5. Configuring Server Resources for Informatica Data Director


If you want to use Informatica Data Director (IDD), configure the JNDI URL resource.

1. Open the standalone-full.xml file in the following directory:


<JBoss installation directory>/standalone/configuration
2. Add the simple name configuration as shown in the following code:
In the subsystem with the name urn:jboss:domain:naming:<n.n>, add the following simple name
configuration within the bindings element:
<simple name="java:jboss/url/hubserver/home" value="file:///<Hub Server installation
directory>" type="java.net.URL"/>

Configuring Metadata Caching (Optional)


Metadata caches manage items such as data objects, repository objects, and search tokens. The MDM Hub
uses Infinispan for metadata caching. Infinispan is installed with the Hub Server. For the caches that the Hub
Server uses, the Infinispan configuration file contains default attribute values.

Run the MDM Hub with the default attribute values for the caches. If you experience performance issues, you
can fine-tune the attribute values to better suit your environment.

Configuring Metadata Caching (Optional) 53


The following table summarizes the default attribute values:

Infinispan Default Value Description


Element and
Attribute

locking 60000 Maximum time during which the Hub Server can try to acquire a lock.
acquire-
timeout

transaction 30000 When a cache stops, this attribute sets the maximum time that Infinispan
stop-timeout waits while the Hub Server finishes remote and local transactions.

transport infinispan- Name for the underlying group communication cluster.


cluster cluster

transport UDP Type of configuration: UDP or TCP. The configurations are defined in the
stack jgroups-udp.xml file and the jgroups-tcp.xml file.

transport $node$ Name of the current node. The Hub Server sets this attribute.
node-name The node-name defaults to a combination of the host name and a random
number. The number differentiates multiple nodes on the same host.

transport $machine$ ID of the machine where the node runs. The Hub Server sets this attribute.
machine

expiration -- Maximum lifespan of a cache entry in milliseconds. When a cache entry


lifespan exceeds its lifespan, the entry expires within the cluster. If you need to
optimize performance, increase the lifespan for the following caches:
DISABLE_WHEN_LOCK, DATA_OBJECTS, and REPOS_OBJECTS.
For example, you can increase the lifespan from one hour (3600000) to one
day (86400000).
Each cache has its own default value for this attribute. To find the default
values, open the inifinspanConfig.xml file.

expiration -- Maximum interval for checking the lifespan. If you need to optimize
interval performance, increase the interval for the following caches:
DISABLE_WHEN_LOCK, DATA_OBJECTS, and REPOS_OBJECTS.
For example, you can increase the interval from five seconds (5000) to five
minutes (300000).
Each cache has its own default value for this attribute. To find the default
values, open the inifinspanConfig.xml file.

Editing Infinispan Attributes


To configure metadata caching attributes, edit the infinispanConfig.xml file for the Hub Server. For help
with the Infinispan configuration, see the Infinispan documentation.

Note: The Process Server also has an Infinispan configuration file. The default attribute values should be
sufficient, however if you notice issues with the performance of the Process Server, you can fine-tune the
attribute values.

1. Navigate to the following directory: <MDM Hub installation directory>/hub/server/resources


2. Make a backup copy of the following file: infinispanConfig.xml
3. Open the infinispanConfig.xml file and find the Infinispan version number, which appears in the
xsi:schemaLocation attribute.

54 Chapter 5: Hub Server Post-Installation Tasks


4. Review the documentation for the Infinispan version.
Note: In the following URLs, substitute the version number wherever the path contains #.#.
• To view the configuration schema, go to the URL that is contained in the xsi:schemaLocation
attribute in the file.
• To learn about the attributes, go to https://docs.jboss.org/infinispan/<#.#.x>/configdocs/
• To learn about Infinispan, go to http://infinispan.org/docs/<#.#.x>/ and select the "Frequently
Asked Questions" link.
5. Edit the file and save it.

Starting the Hub Console


To access the MDM Hub, start the Hub Console. Use an HTTP or HTTPS connection to start the Hub Console.

Ensure that you have a user name and password set up before you start the Hub Console.

1. Open a browser window and enter the following URL:


http://<MDM Hub host>:<port number>/cmx/
Check with your administrator for the correct port number.
The Hub Console launch window appears.
2. Launch the Hub Console.
3. Enter your user name and password, and then click Log in.
Java Web Start downloads application files.
The Informatica MDM Hub Login dialog box appears.
4. Enter your user name and password, and click OK.
The Change database dialog box appears.
5. Select the target database.
The target database is the MDM Hub Master Database.
6. Select a language from the list, and click Connect.
The Hub Console user interface appears in the language that you select. If you need to change the
language in which the Hub Console user interface appears, restart the Hub Console with the language of
your choice.

Registering an Operational Reference Store


After you create an Operational Reference Store, you must register it through the Hub Console. Register an
Operational Reference Store with a single MDM Hub Master Database.

1. Start the Hub Console.


The Change database dialog box appears.
2. Select MDM Hub Master Database, and click Connect.
3. Under the Configuration workbench, click the Databases tool.

Starting the Hub Console 55


4. From the Write Lock menu, click Acquire Lock.
5. In the Databases pane, click the Register database button.
The Informatica MDM Hub Connection Wizard appears.
6. Select the Microsoft SQL Server database type option, and click Next.
7. Configure connection properties for the database.
a. In the Connection Properties page, specify the connection properties, and then click Next.
The following table describes the connection properties:

Property Description

Database Display Name for the Operational Reference Store that must appear in the Hub Console.
Name

Machine Identifier Prefix given to keys to uniquely identify records from the Hub Store instance.

Database hostname IP address or name of the server that hosts the Microsoft SQL Server database.

Port Port of the Microsoft SQL Server database. The default is 1433.

Database Name Name of the Operational Reference Store.

Password Password associated with the user name for the Operational Reference Store.

DDM connection Optional. URL to connect to the Dynamic Data Masking application. The URL is
URL similar to the URL that you use to connect to the database, except that the Dynamic
Data Masking application URL uses the Dynamic Data Masking host name and port
number.

b. In the Connection Properties page, specify the connection properties, and then click Next.
c. Review the summary, and specify additional connection properties.
The following table lists additional connection properties that you can configure:

Property Description

Connection URL Connect URL. The Connection Wizard generates the connect URL by default.

Create data source Select to create the data source on the application server after registration. If you
after registration do not select the option, you must manually configure the data source.
Note: In application server cluster environments, manually create the data sources
and connection pools for the Operational Reference Stores.

8. Click Finish.
The Registering Database dialog box appears.
9. Click OK.
The MDM Hub registers the Operational Reference Store.
10. Select the Operational Reference Store that you registered, and click the Test database connection
button.
The Test Database dialog box displays the result of the database connection test.

56 Chapter 5: Hub Server Post-Installation Tasks


11. Click OK.
The Operational Reference Store is registered, and the connection to the database is tested.

Additional Application Server Configuration


(Optional)
Perform additional JBoss configuration based on the requirements of the MDM Hub environment.

The following table describes the configurations that you can perform:

Configuration Description

Configuring JBoss for Required to configure JBoss for standalone Process Server instances in the following
standalone Process Server scenarios:
instances - You want to install a Process Server instance on a JBoss instance on which you do
not have the Hub Server installed.
- You want to install multiple, standalone Process Server instances.

Configuring EJB security Required if you want to configure EJB security at the JBoss application server level.

Configuring JBoss for Standalone Process Server Instances


To install a Process Server instance on a JBoss instance on which you do not have the Hub Server installed,
configure the JBoss instance. Also, if you want to install multiple Process Server instances, configure a
separate JBoss instance for each additional Process Server.

u Copy the JDBC files from the JBoss instance of the Hub Server to the JBoss instance on which you want
to deploy the Process Servers.
The JDBC files are in the following directory: <JBoss installation directory>/modules/com/
informatica/mdm/jdbc/main

Configuring EJB Security


You can configure EJB security at the JBoss application server level or at the Hub Server level to prevent
unauthorized access to data and other resources in the MDM Hub. To configure EJB security at the JBoss
application server level, enable the JBoss remoting-connector security.

1. Log in to the Hub Console and change the Hub Console password to a password that adheres to the
JBoss password policy.
Note: Ensure that the password that you set adheres to the JBoss password policy and the configured
MDM Hub global password policy. This is important because the same password needs to be set for the
Hub Console and for JBoss.
For information about the MDM Hub global password policy, see the Multidomain MDM Configuration
Guide.
a. Disable remoting-connector security.

Additional Application Server Configuration (Optional) 57


b. Change the Hub Console password to adhere to the JBoss password policy.
1. Log in to the Hub Console, change the database to the MDM Hub Master Database, and click
Connect.
2. Select the Users tool under Configuration workbenches and acquire a write lock.
3. Select the admin user under the User tab, and click the Change password icon.
The Change Password dialog box appears.
4. Change the password to adhere to the JBoss password policy, and click OK.
2. Enable the remoting-connector security in the standalone-full.xml file.
a. Open the standalone-full.xml file in the following directory:
<JBoss installation directory>/standalone/configuration
b. Add the security-realm attribute as shown in the following code:
In the subsystem with the name urn:jboss:domain:remoting:<n.n>, add the following attribute to
the remoting-connector configuration:
security-realm=<"<security realm name>">
3. In JBoss, register the MDM Hub users that must have access to the Hub Server.
a. Run the following script to register the MDM Hub users:
On UNIX. <JBoss installation directory>/bin/add-user.sh
On Windows. <JBoss installation directory>\bin\add-user.bat
b. Answer the prompts in the following table:

Prompt Value

What type of user do you wish to add? Specify the option b.


a) Management User (mgmt-users.properties)
b) Application User (application-
users.properties)

Realm (ApplicationRealm) Use the name of the security realm. Default is


ApplicationRealm.

Username User name of the MDM Hub user.

Password Password of the MDM Hub user that adheres to JBoss


password policy.

What roles do you want this user to belong to? You must specify hubconsole.

4. Enable JBoss security on the Hub Server.


a. Open cmxserver.properties in the following directory:
<MDM Hub installation directory>/hub/server/resources
b. Uncomment the following property:
#cmx.jboss7.security.enabled=true
5. Repackage the Hub Server EAR files.
a. Navigate to the following directory:
<MDM Hub installation directory>/hub/server/bin

58 Chapter 5: Hub Server Post-Installation Tasks


b. Run the following command:
On UNIX.
./sip_ant.sh repackage
On Windows.
sip_ant.bat repackage
6. Deploy the Hub Server EAR files.
a. Stop the JBoss application server.
b. If you have any existing deployments, remove the following deployment files from the JBoss
deployment directory:

Deployment File Name Description

siperian-mrm.ear Required. The Hub Server application.

provisioning-ear.ear Required. The Provisioning tool application.

entity360view-ear.ear Optional. The Entity 360 framework.

informatica-mdm-platform-ear.ear Optional. The Informatica platform application.

ave_jboss.ear Optional. The ActiveVOS server application.

activevos-central.war Optional. The ActiveVOS Central application.

c. Copy the deployment files listed in the preceding step from the source to the target directories:
Source: Hub Server installation directory
Target: <JBoss installation directory>\standalone\deployments
d. Start the application server.
For more information about deploying applications, see the JBoss documentation.

Additional Application Server Configuration (Optional) 59


Chapter 6

Process Server Installation


This chapter includes the following topics:

• Process Server Installation Modes, 60


• Installing the Process Server in Graphical Mode, 60
• Installing the Process Server in Console Mode, 62
• Installing the Process Server in Silent Mode, 64
• Installing the Process Server on Nodes in the Cluster, 64

Process Server Installation Modes


You can use any of the following modes to install the Process Server:

• Graphical mode
• Console mode
• Silent mode

Installing the Process Server in Graphical Mode


You can install the Process Server in graphical mode.

You must use the same user name to install the Hub Server and the Process Server.

Note: When you install the Process Server on RedHat Linux, do not use the root user. The root user does not
have a .profile, which InstallAnywhere requires. Instead, create and use a separate user profile to install the
Process Server.

1. Start the application server.


2. Open a command prompt, and navigate to the following directory:
<MDM Hub distribution directory>/<operating system name>/mrmcleanse
3. Run the following command:
On UNIX. hub_cleanse_install.bin
On Windows. hub_cleanse_install.exe

60
4. Select the language for the installation, and then click OK.
The Introduction window appears.
5. Click Next.
The License Agreement window appears.
6. Select the I accept the terms of the License Agreement option, and then click Next.
The Choose Install Folder window appears.
7. Choose the default location to install the Process Server, or browse to choose a different location. Click
Next.
Important: Process Server fails to load if the total length of the path exceeds 256 characters or includes
spaces in the directory or folder names.
On UNIX, the Choose Link Folder window appears.
On Windows, the Choose Shortcut Folder window appears.
8. Select a location for the product icons, and click Next.
The Enter Location of License File window appears.
9. Click Choose to select a license file, and click Next.
The Application Server window appears.
10. Select JBoss, and then click Next.
The JBoss Application Server Home window appears.
11. Configure the following JBoss settings:
a. Specify the path to the JBoss installation directory, and then click Next.
The JBoss Application Server Configuration Name window appears.
b. Specify the Configuration Name, and then click Next.
The default value is standalone.
The JBoss Application Server Port window appears.
c. Specify the remote port.
d. Click Next.
12. Configure cleanse engine settings for the cleanse engine you use.
• If you use Informatica Address Verification, specify the Configuration file and Parameters file
locations and the Correction Type parameter.
• If you use Business Objects DQ XI, specify the Host, Port, and Sub File parameters for the Business
Objects DQ XI cleanse engine.
13. On the Product Usage Toolkit page, select the Environment Type.
14. If you have a proxy server, select Yes, and enter the proxy server details. Otherwise, select No, and click
Next.
You can enter the following proxy server details:
• Proxy server name/IP
• Proxy server port
• Proxy server domain name. Leave blank if not applicable.
• Proxy server user name. Leave blank if not applicable.
• Proxy server password. Leave blank if not applicable.

Installing the Process Server in Graphical Mode 61


15. In the Deploy page, select the No, I will run it later option, which allows you to manually run the post
installation script later.
16. Click Next.
The Pre-Installation Summary window appears.
17. After the summary window displays the options you want, click Install to start the installation process.
When the installation completes, the Install Complete window appears.
18. Choose to restart the system now or later.
19. Click Done to exit the Process Server installer.
After installation, you must perform additional configuration for the cleanse engine according to the
instructions in the Multidomain MDM Cleanse Adapter Guide.

Installing the Process Server in Console Mode


You can install the Process Server in console mode on UNIX.

Note: When you install the Process Server on RedHat Linux, do not use the root user. The root user does not
have a .profile, which InstallAnywhere requires. Instead, create and use a separate user profile to install the
Process Server.

1. Start the application server.


2. Open a command prompt, and navigate to the Process Server installer in the following directory:
<MDM Hub distribution directory>/<operating system name>/mrmcleanse
3. Run the following command from the command prompt:
./hub_cleanse_install.bin -i console
4. Enter the number of the locale you want to choose for the installation, and then press Enter.
The introduction information about the installation appears.
5. Press Enter.
The license agreement appears.
6. Read the License Agreement. Type Y to accept the license agreement, or type N if you do not want to
accept the license agreement and want to exit the installation program.
7. Press Enter.
If you entered Y in the preceding step, information about the installation folder appears.
8. Choose the folder for the Process Server installation.
• To choose the default location, press Enter.
• To change the path, type the absolute path of the installation folder, and press Enter.
9. Confirm the location of the installation folder. Type Y to confirm the installation folder, or type N to
change the installation folder.
10. Press Enter.
The prompt for the license file location appears.
11. Enter the absolute path of the license file, and press Enter.
A list of application server options appears.
12. Type the number for the application server that you want to select, and press Enter.

62 Chapter 6: Process Server Installation


The application server information appears.
13. Configure the JBoss settings.
a. Specify the application server installation directory, and press Enter.
The JBoss application server configuration name information appears.
b. Specify the configuration name. The default value is standalone.
c. Press Enter.
The JBoss Pre-requisites warning appears.
d. Press Enter.
e. Specify the remote port.
Note: If the JBoss port conflicts with the default database port, then change one of the ports to
resolve the conflict.
14. Press Enter.
15. Configure the cleanse engine settings.
• If you use Informatica Address Verification, configure the following parameters:
- Specify the configuration file location, and press Enter.

- Specify the parameters file location, and press Enter.

- Specify the default correction type, and press Enter.


• If you use Business Objects DQ XI, configure the following parameters:
- Specify the host name, and press Enter.

- Specify the port, and press Enter.

- Specify the sub file, and press Enter.

16. From the Product Usage Toolkit options, select the environment type. Type 1 for Production, type 2 for
Test/QA, or type 3 for Development, and then press Enter.
17. Select whether you have a proxy server. Press Enter for Yes. Otherwise, type 2 for No and then press
Enter.
You can enter the following proxy server details:
• Proxy server name/IP
• Proxy server port
• Proxy server domain name. Leave blank if not applicable.
• Proxy server user name. Leave blank if not applicable.
• Proxy server password. Leave blank if not applicable.
The summary of the installation choices appears.
18. Choose whether you want to run the postInstallSetup script as part of the installation, or run it
manually later.
19. Press Enter.
The summary of the installation choices appears.
20. Verify the information in the pre-installation summary. If the information is correct, press Enter to start
the installation. If you need to make changes, type BACK to the specific information and make changes.
The Hub Server is installed according to the configuration information you provide. When the process is
complete, the installation complete information appears.
21. Press Enter.

Installing the Process Server in Console Mode 63


The Process Server is installed according to the information you specify, and the install complete
information appears.
22. Press Enter to exit the installer.

Installing the Process Server in Silent Mode


You can install the Process Server in silent mode. Before you start the silent installation, ensure that you
configured the silent installation properties file.

Note: When you install the Process Server on RedHat Linux, do not use the root user. The root user does not
have a .profile, which InstallAnywhere requires. Instead, create and use a separate user profile to install the
Process Server.

1. Start the application server.


2. Open a command prompt, and run the following command:
On UNIX. ./hub_cleanse_install.bin -f <Path to the Process Server silent installation
properties file>
On Windows. hub_cleanse_install.exe -f <Path to the Process Server silent installation
properties file>
The silent installer runs in the background. The process can take a while.
3. If you ran the postInstallSetup script for the Process Server as part of the silent installation, check
postinstallSetup.log to verify that the installation was successful.
The log file is in the following directory: <MDM Hub installation directory>/hub/cleanse/logs.

Installing the Process Server on Nodes in the Cluster


In application server cluster environments, install the Process Server on all nodes of the cluster to which you
must deploy the Process Server application. You must complete the installation on one node of a cluster
before you proceed to install on another node of a cluster.

For example, a JBoss cluster has two nodes that run in host1 and host2 and use RMI ports 4447 and 4448.
You need to install the Process Server on node1 and node2. You must complete the Process Server
installation on any one node, such as node2, before you start installation on the other node, node1.

Ensure that the directory structure of the Process Server installation is the same on all the nodes.

Note: When you install the Process Server on RedHat Linux, do not use the root user. The root user does not
have a .profile, which InstallAnywhere requires. Instead, create and use a separate user profile to install the
Process Server.

1. Start the JBoss application server on each cluster node.


2. Open a command prompt, and navigate to the following directory:
<MDM Hub distribution directory>/<operating system name>/mrmcleanse
3. Run the following file on each cluster node to start the Process Server installer:
On UNIX. ./hub_cleanse_install.bin

64 Chapter 6: Process Server Installation


On Windows. hub_cleanse_install.exe
4. Select the language for the installation, and then click OK.
The Introduction window appears.
5. Click Next.
The License Agreement window appears.
6. Select the I accept the terms of the License Agreement option, and then click Next.
The Choose Install Folder window appears.
7. Choose the default location to install the Process Server, or browse to choose a different location. Click
Next.
Important: Process Server fails to load if the total length of the path exceeds 256 characters or includes
spaces in the directory or folder names.
On UNIX, the Choose Link Folder window appears.
On Windows, the Choose Shortcut Folder window appears.
8. Select a location for the product icons, and click Next.
The Enter Location of License File window appears.
9. Click Choose to select a license file, and click Next.
The Application Server window appears.
10. Select JBoss, and then click Next.
The JBoss Application Server Home window appears.
11. Configure the following JBoss settings:
a. Specify the application server installation directory, and then click Next.
The JBoss Application Server Configuration Name window appears.
b. Enter standalone, and then click Next.
The default value is standalone.
The JBoss Application Server Port window appears.
c. Specify the remote port of the cluster node that is running on the machine.
Note: The JBoss port can conflict with the default database server port. If ports conflict, change one
of the ports to resolve the conflict. For more information on changing ports, see the JBoss
documentation.
12. Configure cleanse engine settings for the cleanse engine you use.
• If you use Informatica Address Verification, specify the Configuration file and Parameters file
locations and the Correction Type parameter.
• If you use Business Objects DQ XI, specify the Host, Port, and Sub File parameters for the Business
Objects DQ XI cleanse engine.
13. On the Product Usage Toolkit page, select the Environment Type.
14. If you have a proxy server, select Yes, and enter the proxy server details. Otherwise, select No, and click
Next.
You can enter the following proxy server details:
• Proxy server name/IP
• Proxy server port

Installing the Process Server on Nodes in the Cluster 65


• Proxy server domain name. Leave blank if not applicable.
• Proxy server user name. Leave blank if not applicable.
• Proxy server password. Leave blank if not applicable.
15. In the Deploy page, select the No, I will run it later option, which allows you to manually run the post
installation script later.
16. Click Next.
The Pre-Installation Summary window appears.
17. After the summary window displays the options you want, click Install to start the installation process.
When the installation completes, the Install Complete window appears.
18. Choose to restart the system now or later.
19. Click Done to exit the Process Server installer.
20. Restart the JBoss application server on each cluster node.

66 Chapter 6: Process Server Installation


Chapter 7

Process Server Post-Installation


Tasks
This chapter includes the following topics:

• Copy the Installation Log Files, 67


• Verify the Version and Build Number, 68
• Deploy the Process Server Application (Conditional), 68
• Enabling Secured Communications for Process Servers, 70
• Configuring the Process Server for Search, 71
• Configure Match Population, 71
• Configuring the Process Server with Cleanse Engines, 73

Copy the Installation Log Files


The installation log files are useful for troubleshooting the Process Server installation process. Copy the log
files to the installation documentation directory. Informatica Global Customer Support might request copies
of the log files if you contact them regarding installation issues.

The following table describes the different types of installation log files:

Log File Type Description

Installation log - File name. Informatica_MDM_Cleanse_Match_Server_Install_<timestamp>.xml


- Location. <MDM Hub installation directory>/hub/cleanse/UninstallerData/Logs
- Contents. Directories created, names of the files installed and commands run, and status for
each installed file.

Installation - File name. installPrereq.log


prerequisites - Location. <MDM Hub installation directory>/hub/cleanse/Logs
log - Contents. Logs of prerequisite checks performed by the installer.

Debug log - File name. infamdm_installer_debug.txt


- Location. <MDM Hub installation directory>/hub/cleanse/
- Contents. Detailed information about the choices that are made during installation and the
actions performed by the installer.

67
Log File Type Description

Post- - File name. postInstallSetup.log


installation - Location. <MDM Hub installation directory>/hub/cleanse/logs
setup log - Contents. Summary of actions performed by the installer during the post-installation process and
the errors in the post-installation process.

Process Server - File name. cmxserver.log


log - Location. <MDM Hub installation directory>/hub/cleanse/logs
- Contents. Summary of the Process Server operations.

JBoss log - File name. server.log


- Location. <JBoss installation directory>/standalone/log
- Contents. Contains JBoss event logs and error messages.

Verify the Version and Build Number


Ensure that the correct version and build number of the Process Server is installed.

1. Open a command prompt, and navigate to the following directory: <MDM Hub installation
directory>/hub/cleanse/bin
2. To verify the Process Server version and build number, run the following command:
On UNIX. versionInfo.sh
On Windows. versionInfo.bat
Note: For AIX systems, change the versionInfo.sh script to run Java from the <Java home>/jre/bin
directory.

Deploy the Process Server Application (Conditional)


If you have a scenario that requires deployment of the Process Server application, deploy the Process Server
application.

You need to deploy the Process Server application in any of the following scenarios:

• The installation is in an application server multi-node environment or cluster environment.


• The installation completes, but the postInstallSetup script that you run during the installation fails.
• You skipped the postInstallSetup script during the installation.
Perform the following steps to deploy the Process Server application:

1. If the Process Server is not installed on the same application server instance as the Hub Server, create
data sources.
2. Deploy the Process Server application siperian-mrm-cleanse.ear.

68 Chapter 7: Process Server Post-Installation Tasks


Step 1. Creating Data Sources (Conditional)
If the Process Server is not deployed on the same application server instance as the Hub Server, configure
the data sources for the application server.

To configure the application server to create data sources for the Process Server, perform the following
tasks:

1. Copy the <datasources> definition for the MDM Hub Master Database and each Operational Reference
Store from the standalone-full.xml file on the Hub Server machine to the standalone-full.xml file on
the Process Server machine.
The standalone-full.xml file is in the following location:
<JBoss installation directory>/standalone/configuration
2. On the Process Server machine, add the following directory structure under <JBoss installation
directory>\modules:
com\informatica\mdm\jdbc\main
3. On the Hub Server machine, copy the following files from <JBoss installation directory>\modules:
• module.xml
• Supported version of the JDBC drivers
4. On the Process Server machine, paste the copied files to the following directory: <JBoss installation
directory>\modules\com\informatica\mdm\jdbc\main.

Step 2. Deploying the Process Server Application (Conditional)


If the installation is in an application server multi-node environment or cluster environment, or the
postInstallSetup script was skipped or fails, deploy the Process Server application.

Deploy the Process Server application on the same machine on which you installed the Process Server. The
Process Server application must be able to find the Process Server installation associated with it. Therefore,
do not copy the application EAR file for deployment on another machine. For example, you install the Process
Server on a test machine, and then deploy the application on the production machine. The application that
you deploy on the production machine cannot find the installation on the test machine.

Deploy the Process Server application by using one of the following procedures:

Using a script for deployment


You run the postInstallSetup script to deploy the Process Server application.

Manual deployment

You manually deploy the Process Server application.

Using a Script for Deploying the Process Server Application (Conditional)


You can run the PostInstallSetup script to deploy the Process Server application.

Important: If the installation is in an application server multi-node or a cluster environment, first deploy the
Process Server application on one node, and then deploy the Process Server application on the other nodes.
Ensure that you deploy the Process Server application on the same machine on which you installed the
Process Server.

1. Open a command prompt, and change to the following directory:


<MDM Hub installation directory>/hub/cleanse

Deploy the Process Server Application (Conditional) 69


2. Run the PostInstallSetup script.
On UNIX. ./postInstallSetup.sh
On Windows. postInstallSetup.bat

Manually Deploying the Process Server Application (Conditional)


You can manually deploy the Process Server application. You must deploy the Process Server application
from the Process Server installation directory.

Important: If the installation is in an application server multi-node or a cluster environment, first deploy the
Process Server application on one node, and then deploy the Process Server application on the other nodes.
Ensure that you deploy the Process Server application on the same machine on which you installed the
Process Server.

1. Stop the JBoss application server.


2. If you have an existing deployment, delete the siperian-mrm-cleanse.ear deployment file from the
following JBoss deployment directory:
<JBoss installation directory>\standalone\deployments
3. Copy the siperian-mrm-cleanse.ear deployment file from the Process Server installation directory to
the JBoss deployment directory.
4. Start the JBoss application server.
For more information about deploying applications, see the JBoss documentation.

Enabling Secured Communications for Process


Servers
Each Process Server requires a signed certificate. Use the Hub Console to enable the HTTPS protocol and
specify a secure port for each Process Server.

1. Create signed certificates for the Process Servers in the certificate store.
2. Ensure that the application server can access the certificate store.
3. Log in to the Hub Console.
4. Select an Operational Reference Store database.
5. Acquire a write lock.
6. In the Utilities workbench, select Process Server.
7. Select a Process Server and click the Edit Process Server icon.
The Add/Edit Process Server dialog box opens.
8. Verify that the Port is a secure port.
9. Select the Enable Secured Connection (HTTPS) check box.

70 Chapter 7: Process Server Post-Installation Tasks


10. Click OK.
11. Verify other Process Servers that appear in the list.

Configuring the Process Server for Search


You can search for data within the searchable business entity types. Before you can search for data,
configure search on the Process Server.

For more information about configuring search, see the Multidomain MDM Configuration Guide.

Configure Match Population


The match population contains the standard population set to use for the match process. Each supported
country, language, or population has a standard population set. You must enable the match population to use
for the match rules.

The match population is available as a population.ysp file with the Informatica MDM Hub installation. The
population name is the same as the ysp file name. If you add a Japanese population, and want to use the
Person_Name_Kanji match field, add _Kanji to the population name. For example, Japan_Kanji or
Japan_i_Kanji. If you do this, the standard Person_Name match field is not available.

The population that you use must be compatible with the SSA-Name3 version of the MDM Hub. If you need
additional population files or if you need an updated population file to upgrade to a later version, contact

Configuring the Process Server for Search 71


Informatica Global Customer Support. The first population file that you request with the product is free. You
might need population files for other countries or you might need an updated population file to upgrade to a
later version of the MDM Hub.

Enabling Match Population


You must enable the match population to use for the match rules.

1. Copy the <population>.ysp files to the following location:


On UNIX. <infamdm_install_directory>/hub/cleanse/resources/match
On Windows. <infamdm_install_directory>\hub\cleanse\resources\match
2. In the C_REPOS_SSA_POPULATION metadata table, verify that the population is registered.
The seed database for the MDM Hub installation has some populations registered in the
C_REPOS_SSA_POPULATION table, but not enabled.
3. If the C_REPOS_SSA_POPULATION table does not contain the population, add it to the table and enable
it.
The population name is the same as the ysp file name. For example, if the ysp file name is US.ysp, the
population name is US.
To add the population to an Operational Reference Store, use the following steps:
a. Run the add_std_ssa_population.bat script in the following directory:
<infamdm_install_directory>\server\resources\database\custom_scripts\MSSQL
b. Answer the prompts described in the following table:

Prompt Description

Host name with Microsoft SQL Server instance for Host name of the Microsoft SQL Server instance.
CMX_ORS database ("localhost")

cmx_ors user name ("cmx_ors") User name of the Operational Reference Store.

cmx_ors user password Password of the Operational Reference Store.

Enter the population name (Note: If you use Name of the population.
Person_Name_Kanji for the Japan population or
Japan_i population, add the suffix '_Kanji' to the end
of the name) DEFAULT (" ")

Enter a value for ROWID_SSA_POP (example: INFA. Unique value for the ROWID_SSA_POP column of
0001) DEFAULT (INFA.0001) the C_REPOS_SSA_POPULATION metadata table.

The population is registered in the C_REPOS_SSA_POPULATION table.

c. Run the following command to enable the population:


USE <Operational Reference Store user>
GO
UPDATE [dbo].[C_REPOS_SSA_POPULATION] SET ENABLED_IND = 1 WHERE POPULATION_NAME
= '<Your Population>'

4. Restart the Process Server after you enable populations.


5. Log in to the Hub Console to verify that the population is enabled.
The population appears in the Match/Merge Setup user interface for base objects.

72 Chapter 7: Process Server Post-Installation Tasks


Configuring the Process Server with Cleanse Engines
After you install the Process Server, you can configure a cleanse engine with the Process Server.

For more information about cleanse engine configuration, see the Multidomain MDM Cleanse Adapter Guide.

Configuring the Process Server with Cleanse Engines 73


Chapter 8

ActiveVOS Post-Installation Tasks


for the Application Server
This chapter includes the following topics:

• Edit the ActiveVOS Security Domain in JBoss, 74


• Create a Trusted User in JBoss Environments, 74

Edit the ActiveVOS Security Domain in JBoss


Enable container-based authentication in JBoss.

1. Open the standalone-full.xml file is in the following directory:


<JBoss installation directory>/standalone/configuration
2. In the security-domain name="ActiveVOS" element, replace the login-module configuration with the
following configuration:
<login-module code="RealmUsersRoles" flag="required">
<module-option name="usersProperties" value="${jboss.server.config.dir}/
application-users.properties"/>
<module-option name="rolesProperties" value="${jboss.server.config.dir}/
application-roles.properties"/>
<module-option name="realm" value="ApplicationRealm"/>
<module-option name="unauthenticatedIdentity" value="anonymous"/>
</login-module>
3. If the JBoss application server is running, restart the server.

Create a Trusted User in JBoss Environments


To use the ActiveVOS workflow engine, create a trusted user with the role of abTrust, abServiceConsumer,
and abTaskClient in the application server. The trusted user is trusted by MDM Hub and by ActiveVOS. The
user facilitates secure communication between the MDM Hub and ActiveVOS.

The trusted user is the same user as the ActiveVOS workflow adapter user in the Hub Console. The name of
the trusted user cannot be the same name as the application server administrative user.

1. From the command prompt, run add-user.bat.

74
• In UNIX. <JBoss install director>/bin/add-user.sh
• In Windows. <JBoss install director>\bin\add-user.bat
2. Answer the prompts that appear.
Note: The prompt displays the default value in brackets. Press Enter to use the default value and go to
the next prompt.
What type of user do you wish to add? a) Management User or b) Application User

Enter b to select Application User.

Realm (ApplicationRealm)

Enter the same realm name that you specified in the login-module that you added to the
standalone-full.xml file.

Username

Enter the user name of the trusted user.

Password

Enter a password that complies with the JBoss password standard.

What roles do you want this user to belong to?

Enter abTrust,abServiceConsumer,abTaskClient.

About to add user <username> for realm <realmname>. Is this correct?

To add the user, enter yes.

Is this new user going to be used for one AS process to connect to another AS process?

Enter yes.
3. Restart the application server.

Create a Trusted User in JBoss Environments 75


Chapter 9

ActiveVOS Post-Installation Tasks


for the Business Entity Adapter
This chapter includes the following topics:

• ActiveVOS Web Applications, 76


• Configuring the ActiveVOS URNs for the Business Entity Workflow Adapter, 77
• Set the ActiveVOS Protocol to HTTPS, 77
• Configure the Primary Workflow Engine, 78
• Configure the MDM Identity Services for ActiveVOS, 78
• Configure Tasks, 79

ActiveVOS Web Applications


When you install the bundled, licensed version of the ActiveVOS Server, you are also licensed to use two
ActiveVOS web applications. After you add users to the application server container, you can use these
applications.

You use the web applications for different purposes:

ActiveVOS Console

Administrators use the ActiveVOS Console to manage deployed processes, the alerting system, and
endpoint locations. You can also configure the engine for performance monitoring and management.

ActiveVOS Central

Business users can use ActiveVOS Central to manage tasks, requests, and reports. However, in general,
business users use an Data Director (IDD) application to manage tasks because they can open the
entities to review from the Task Manager.

To use ActiveVOS Central, you must add the MDM Hub users to the application server container.

For more information about the web applications, see the Informatica ActiveVOS documentation.

76
Configuring the ActiveVOS URNs for the Business
Entity Workflow Adapter
The ActiveVOS Server has two predefined uniform resource names (URNs) that it uses internally. You need to
update the URL in the URN mappings to use the host name and the port number where the ActiveVOS Server
runs.

1. Launch the ActiveVOS Console. In a browser, type the following URL, substituting the correct host name
and port number:
Encrypted connections.https://[host]:[port]/activevos
Non-encrypted connections.http://[host]:[port]/activevos
2. In the ActiveVOS Console, on the Home page, click Administration > Configure Server > URN Mappings.
3. For the following URNs, update the paths to reflect the host name and port number of the ActiveVOS
Server:

URN URL Path

ae:internal-reporting Encrypted connections. https://[host]:[port]/activevos/internalreports


Non-encrypted connections. http://[host]:[port]/activevos/internalreports

ae:task-inbox Encrypted connections. https://[host]:[port]/activevos-central/avc


Non-encrypted connections. http://[host]:[port]/activevos-central/avc

4. Verify that urn:mdm:service is mapped to the host name and port number of the MDM Hub Server:
Encrypted connections.https://[host]:[port]/cmx/services/BeServices
Non-encrypted connections.http://[host]:[port]/cmx/services/BeServices

Set the ActiveVOS Protocol to HTTPS


To enable secure communication between ActiveVOS and the MDM Hub, set the protocol to HTTPS in the
Hub Console Workflow Manager.

You must first configure the application server for HTTPS communications.

1. Start the Hub Console.


2. Acquire a write lock.
3. Click Workflow Manager under the Configuration workbench.
4. In the Workflow Manager, click the Workflow Engines tab.
5. Select the ActiveVOS workflow engine, and then click the Edit button.
6. In the Edit Workflow dialog box, set the protocol to HTTPS.
7. In a WebLogic environment, in the Edit Workflow dialog box, enter the user name and password of the
user that belongs to the abAdmin role.

Configuring the ActiveVOS URNs for the Business Entity Workflow Adapter 77
Configure the Primary Workflow Engine
To configure the primary workflow engine, add a workflow engine for ActiveVOS workflows based on
business entities. The secondary workflow engine is for existing customers who want to process existing
tasks with a deprecated workflow engine.

1. In the Hub Console, click Workflow Manager in the Configuration workbench.


2. Acquire a write lock.
3. Select the Workflow Engines tab and click the Add button.
4. In the Add Workflow dialog box, enter the workflow engine properties.
The following table describes the workflow engine properties:

Field Description

Workflow Engine The display name of the workflow engine

Adapter Name Select BE ActiveVOS for the ActiveVOS workflow adapter based on business entities.

Host The host name of the Informatica ActiveVOS instance.

Port The port name of the Informatica ActiveVOS instance.

Username The user name of the trusted user.

Password The password of the trusted user.

Protocol The protocol for communication between the MDM Hub and ActiveVOS. The protocol can be
http or https.

5. Click OK.

Configure the MDM Identity Services for ActiveVOS


If you use embedded ActiveVOS, ensure that you configure ActiveVOS to use MDM Identity Services. To
configure the MDM Identity Services for ActiveVOS, use the ActiveVOS Console to set the Identity Services
password to the password of the MDM Hub workflow engine user.

1. In the ActiveVOS console, select Admin > Configure Services > Identity Services.
2. In the Provider Configuration section, enable the Enable check box and select MDM from the Provider
Type list.
3. In the Connection tab, enter the password of the MDM Hub user with the user name admin.
Note: If you later change the password for the admin user, you must enter the new password in the
ActiveVOS identity services settings.
4. Click Update.

78 Chapter 9: ActiveVOS Post-Installation Tasks for the Business Entity Adapter


5. Test that ActiveVOS can log in to the MDM Hub as the admin user, and that ActiveVOS can retrieve a list
of roles for the user you specify as the User for test.
a. Select the Test tab.
b. In the User for test field, enter an MDM Hub user that is assigned to a role.
c. Click Test Settings.
Note: The test fails if an Operational Reference Store is not configured, the user for test does not
belong to a role, or the role name contains spaces.

Configure Tasks
Before you begin using task workflows in Informatica Data Director, configure task templates, task triggers,
and task types in the Provisioning tool.

For more information, see the Multidomain MDM Provisioning Tool Guide.

Configure Tasks 79
Chapter 10

Resource Kit Installation


This chapter includes the following topics:

• Setting Up the MDM Hub Sample Operational Reference Store, 80


• Registering the Informatica MDM Hub Sample Operational Reference Store, 82
• Installing the Resource Kit in Graphical Mode, 83
• Installing the Resource Kit in Console Mode, 86
• Installing the Resource Kit in Silent Mode, 88

Setting Up the MDM Hub Sample Operational


Reference Store
Before you can use the MDM Hub sample Operational Reference Store, you must set it up. Before you install
the Resource Kit, set up the MDM Hub sample Operational Reference Store. To set up the MDM Hub sample
Operational Reference Store, create an Operational Reference Store and import mdm_sample into it.

1. Navigate to the following location in the distribution directory:


On UNIX. <distribution directory>/database/bin
On Windows. <distribution directory>\database\bin
2. Run the following command:
On UNIX. ./sip_ant.sh create_ors
On Windows. sip_ant.bat create_ors
3. Answer the prompts that appear.
Note: The prompt displays default text in brackets. Press Enter to use the default value and go to the
next prompt.
Enter database type. (ORACLE, MSSQL, DB2)

Database type. Specify MSSQL.

Enter the Operational Reference Store database host name. [localhost]

Name of the machine that hosts the database. Default is localhost.

Enter the Operational Reference Store database port number. [1433]

Port number that the database uses. Default is 1433.

80
Connect URL. [jdbc:sqlserver://<host name>:<port>]

Connect URL for the database connection.

Enter the Operational Reference Store database user name. [cmx_ors]

User name of the MDM Hub sample Operational Reference Store database. Default is cmx_ors.

Enter CMX_ORS database path. ['C:\MSSQLDATA"]

Path to the Microsoft SQL Server data file store enclosed in double quotation marks.

Enter CMX_SYSTEM database collation name [Latin1_General_CI_AS]


Collation name to set a collation sequence for the MDM Hub Master Database.

Enter the Operational Reference Store database user password.

Password of the MDM Hub sample Operational Reference Store user.


Enter a locale name from the list: de, en_US, fr, ja, ko, zh_CN. [en_US]

Operating system locale. Default is en_US.

Enter the DBA user name. [sa]

Default is sa.

Enter the DBA password.


Password of the SA user account.
4. After you create the sample Operational Reference Store, review sip_ant.log in the following directory:
On UNIX. <distribution directory>/database/bin
On Windows. <distribution directory>\database\bin
The sip_ant.log file logs any errors that might occur when you run the sip_ant script to create the
Operational Reference Store.
5. To import mdm_sample, run the following command:
On UNIX. ./sip_ant.sh import_schema
On Windows. sip_ant.bat import_schema

Setting Up the MDM Hub Sample Operational Reference Store 81


6. Answer the prompts that appear.
Note: The prompt displays default text in brackets. Press Enter to use the default value and go to the
next prompt.
Enter database type. (ORACLE, MSSQL, DB2)

Database type. Specify MSSQL.

Enter the Operational Reference Store database host name. [localhost]

Name of the machine that hosts the database. Default is localhost.

Enter the Operational Reference Store database port number. [1433]

Port number that the database uses. Default is 1433.

Connect URL. [jdbc:sqlserver://<host name>:<port>]

Connect URL for the database connection.

Enter the Operational Reference Store database user name. [cmx_ors]

Name of the MDM Hub sample Operational Reference Store database. Default is cmx_ors.

Enter the Operational Reference Store database user password.

Name of the MDM Hub sample Operational Reference Store database user.

Enter a locale name from the list: de, en_US, fr, ja, ko, zh_CN. [en_US]

Operating system locale. Default is en_US.

Enter the path to the ZIP dump file. [<distribution directory>\resources\database]

Path to the mdm_sample.zip file.

Enter the name of the ZIP dump file. [mdm_sample.zip]

Name of the ZIP dump file. Default is mdm_sample.zip.

Registering the Informatica MDM Hub Sample


Operational Reference Store
After you set up the MDM Hub sample Operational Reference Store, you must register it. Register the MDM
Hub sample Operational Reference Store through the Hub Console.

1. Start the Hub Console.


The Change database dialog box appears.
2. Select the MDM Hub Master Database, and click Connect.
3. Start the Databases tool under the Configuration workbench.
4. Click Write Lock > Acquire Lock.
5. Click the Register database button.
The Informatica MDM Hub Connection Wizard appears and prompts you to select the database type.
6. Select the type of database, and click Next.

82 Chapter 10: Resource Kit Installation


7. Configure connection properties for the database.
a. In the Connection Properties page, specify the connection properties, and then click Next.
The following table lists and describes the connection properties:

Property Description

Database Display Name Name for the Operational Reference Store that must appear in the Hub Console.

Machine Identifier Prefix given to keys to uniquely identify records from the Hub Store instance.

Database hostname IP address or name of the server that hosts the Microsoft SQL Server database.

Port Port of the Microsoft SQL Server database. The default is 1433.

Schema Name Name of the Operational Reference Store. Specify mdm_sample.

Password Password associated with the user name for the Operational Reference Store.

b. In the Connection Properties page, specify the connection properties, and then click Next.
c. Review the summary, and specify additional connection properties.
The following table lists additional connection properties that you can configure:

Property Description

Connection URL Connect URL. The Connection Wizard generates the connect URL by
default.

Create data source after Select to create the data source on the application server after
registration registration.

8. Click Finish.
The Registering Database dialog box appears.
9. Click OK.
The MDM Hub registers the MDM Hub sample Operational Reference Store.
10. Select the MDM Hub sample Operational Reference Store that you registered, and click the Test
database connection button to test the database settings.
The Test Database dialog box displays the result of the database connection test.
11. Click OK.
The Operational Reference Store is registered, and the connection to the database is tested.

Installing the Resource Kit in Graphical Mode


You can install the Resource Kit in graphical mode.

Before you install the Resource Kit, you must have installed and configured the MDM Hub.

1. Start the application server.

Installing the Resource Kit in Graphical Mode 83


2. Open a command prompt and navigate to the Resource Kit installer. By default the installer is in the
following directory:
On UNIX. <distribution directory>/<operating system name>/mrmresourcekit
On Windows. <distribution directory>\windows\mrmresourcekit
3. Run the following command:
On UNIX. hub_resourcekit_install.bin
On Windows. hub_resourcekit_install.exe
4. Select the language for the installation, and then click OK.
The Introduction window appears.
5. Click Next.
The License Agreement window appears.
6. Select the I accept the terms of the License Agreement option, and then click Next.
The Installation Feature window appears.
7. Select the Resource Kit features that you want to install and click Next.
You can select the following options:
Sample Schema

Installs the MDM Hub sample schema resources. You must create a sample schema and register it
with the Hub Server before you install the sample applications.

Samples and Utilities

Installs the sample applications and utilities.


The list of sample applications that are deployed is stored in the build.properties file in the
following directory:
<Resourcekit_Home>\samples

SIF SDK and Javadocs

Installs the javadocs, libraries, and resources associated with the SIF SDK.

BPM SDK

Installs the resources associated with the BPM SDK.


Jaspersoft

Copies the Jaspersoft installer to the Resource Kit home.

SSA-NAME3

Copies the SSA-NAME3 installer to the Resource Kit home.

A message about the requirement of having created and registered a sample schema with the MDM Hub
appears.
8. Click OK.
The Choose Install Folder window appears.
9. Select the location of the Resource Kit installation.
• To choose the default location, click Next.
• To enter a path, type the path to the installation folder, and click Next.
Note: The installation fails if you specify a path that has spaces in the directory or folder names.
• To return to the default installation location, click Restore Default Folder.

84 Chapter 10: Resource Kit Installation


• To choose another location, click Choose, and then click Next.
On UNIX, the Choose Link Folder window appears.
On Windows, the Choose Shortcut Folder window appears.
10. On UNIX, choose a link folder or select the option to not create links, and click Next. On Windows, select
the location to create a product icon or select the option not to create a product icon.
The Configuration Selection window appears.
11. Select a configuration option, and click Next.
You can select one of the following options:
Configure Samples

Installs and configures the samples.

Source Only

Installs the sources of samples but does not configure the samples.

If you select Configure samples, the Resource Kit App Server window appears. If you select Source only,
the Pre-Installation Summary window appears.
12. From the Resource Kit App Server window, select the application server on which you want to install the
Resource Kit, and click Next.
The Application Server Home window for the application server that you select appears.
13. Configure the application server settings.
a. Specify the application server installation directory, and then click Next.
The JBoss Application Server Configuration Name window appears.
b. Specify the configuration name, and then click Next.
The default value is standalone.
c. Specify the remote port.
The Informatica MDM Hub Server window appears.
14. Enter the information for the Hub Server installation, and click Next.
Enter values in the following fields:
Server Name

Name of the server that hosts the Hub Server.

Server HTTP Port

Port number of the Hub Server.

Informatica MDM Administrative Password

Password to access the MDM Hub.

MDM Hub Home Directory

Directory for the Hub Server installation.

The Resource Kit ORS ID window appears.


15. Select a Resource Kit ORS ID from the list, and then click Next.
The list contains the Operational Reference Store IDs that you created. Select an Operational Reference
Store ID related to the sample schema.
If you have not registered the sample schema, you will not see the Operational Reference Store ID for the
sample schema. Register the sample Operational Reference Store, and then restart the installation.
The Deployment Selection window appears.

Installing the Resource Kit in Graphical Mode 85


16. Select one of the following options and click Next:
Yes, run it during this installation.

Deploys and configures the Resource Kit during the installation.

No, it can be deployed later.

Select this option to deploy and configure manually at a later time.


If you chose to install the Samples and Utilities feature, you must deploy and configure the Resource
Kit in this installation step. If you do not deploy the Resource Kit in this step, you cannot make
changes and redeploy the samples by using the postInstallSetup script provided in the Resource Kit.
If you choose to run the post-installation setup manually, you cannot deploy the EAR file by using
the postInstallSetup script at a later time. You must manually edit the EAR file and deploy it to make
any changes to your installation.

The Pre-Installation Summary window appears.


17. Review the Pre-Installation Summary to confirm your installation choices, and then click Install.
When the installation completes, the Install Complete window appears.
18. Click Done to exit the Resource Kit installer.

Installing the Resource Kit in Console Mode


You can install the Resource Kit in console mode.

Ensure that you register the MDM_SAMPLE schema before you install the Resource Kit.

1. Start the application server.


2. Navigate to the following directory in the MDM Hub distribution:
On UNIX. <MDM Hub distribution directory>/<operating system name>/resourcekit
On Windows. <MDM Hub distribution directory>/windows/resourcekit
3. Run the following command from the command prompt:
On UNIX. ./hub_resourcekit_install.bin -i console
On Windows. hub_resourcekit_install.exe -i console
4. Enter the number of the locale you want to choose for the installation, and then press Enter.
The introduction information about the installation appears.
5. Press Enter.
The license agreement appears.
6. Read the License Agreement. Type Y to accept the terms of the license agreement, or type N if you do
not want to accept the license agreement and want to exit the installation program.
7. Press Enter.
If you entered Y in the preceding step, information about the installation folder appears.
8. Enter the numbers of the Resource Kit features that you want to install separated by commas, and press
Enter.
The prompt for the sample schema installation appears.

86 Chapter 10: Resource Kit Installation


9. Choose a folder for the Resource Kit installation.
• To choose the default folder, press Enter.
• To change the path, type the absolute path of the installation folder, and press Enter.
10. Confirm the location of the installation folder. Type OK to confirm the installation folder or type Cancel
to change the installation folder.
11. Press Enter.
A list of link location options appears.
12. Enter the number of a link location option.
The prompt for the link file location appears.
13. Enter the absolute path of the link file, and press Enter.
The source sample configuration options appears.
14. Enter a configuration option, and press Enter.

Option Description

1 Installs and configures the samples

2 Installs the sources of samples but does not configure the samples

If you enter 1, a list of application server options appears. If you enter 2, the pre-Installation summary
appears.
15. If you entered 1, enter the number for the application server that you want to select, and press Enter.
The application server information prompts appear.
16. Configure the JBoss settings.
a. Specify the application server installation directory, and press Enter.
The information about the JBoss application server configuration name appears.
b. Specify the configuration name. The default value is standalone.
c. Press Enter.
d. Specify the remote port.
Note: If the JBoss port conflicts with the default database port, change one of the ports to resolve
the conflict.
The Hub Server information prompts appear.
17. Enter the information for the Hub Server installation, and press Enter.
The following table describes the prompts for the Hub Server installation information:

Prompt Description

Server Name Name of the server that hosts the Hub Server.

Server HTTP Port Port number of the Hub Server.

Installing the Resource Kit in Console Mode 87


Prompt Description

Informatica MDM Administrative password Password to access the MDM Hub.

MDM Hub Home Directory Directory for the Hub Server installation.

A list of MDM Hub ORS IDs appears.

18. Enter the Operational Reference Store ID of the MDM sample schema, and press Enter.
If you did not register the sample schema, you will not see the Operational Reference Store ID for the
sample schema. Register the sample Operational Reference Store, and then restart the installation.
The deployment selection prompt appears.
19. Choose whether you want to run the postInstallSetup script as part of the installation, or run it
manually later.
20. Press Enter.
The summary of the installation choices appears.
21. Verify the information in the pre-installation summary. If the information is correct, press Enter to start
the installation.
The Resource Kit is installed according to the configuration information you provide. When the process
is complete, the installation complete information appears.
22. Press Enter to exit the installer.

Installing the Resource Kit in Silent Mode


You can install the Resource Kit without user interaction in silent mode. You might want to perform a silent
installation if you need multiple installations, or if you need to install on a machine cluster. A silent
installation does not show any progress or failure messages.

Before you run the silent installation for the Resource Kit, you must configure the properties file for the silent
installation. The installer reads the file to determine the installation options. The silent installation process
might complete successfully even if you provide incorrect settings, such as an incorrect application server
path or port. You must ensure that you provide correct settings in the properties file.

Copy the Resource Kit installation files to the hard disk on the machine where you plan to install the Resource
Kit. To install in silent mode, complete the following tasks:

1. Configure the installation properties file and specify the installation options in the properties file.
2. Run the installer with the installation properties file.

88 Chapter 10: Resource Kit Installation


Configuring the Properties File
Informatica provides a sample properties file that includes the parameters that the installer requires. You can
customize the sample properties file to specify the options for the installation. Then run the silent
installation.

The silent installer does not validate the settings in the properties files. You must ensure that you specify
correct settings and verify them before you run the silent installer.

1. Find the silentInstallResourceKit_sample.properties file in the following directory:


On UNIX. /silent_install/mrmresourcekit
On Windows. \silent_install\mrmresourcekit
After you customize the file, save it. You can rename the file and put it anywhere on the machine.
Note: In the silent properties file, slash and backslash are special characters. You must enter two of
each of these characters when you enter information in the file, such as when you enter an installation
path. For example, to enter the path to the server directory, you must enter \\u1\\infamdm\\hub\
\resourcekit.
2. Create a backup copy of the silentInstallResourceKit_sample.properties file.
3. Use a text editor to open the file and change the values of the installation parameters.
4. Save the properties file with a new name such as silentInstallresourcekit.properties.
The following table describes the installation parameters that you can change:

Property Name Description

INSTALLER_UI Specifies the mode of installation. Set to silent.

SIP.INSTALL.TYPE Specifies the type of installation. Set to SIPERIAN_SAMPLE_INSTALL.

SIP.INSTALL.SAMPLE.SCHEMA Specifies if you want to install the sample schema.


Specify one of the following values:
- 0. Does not install the sample schema
- 1. Installs the sample schema

SIP.INSTALL.SAMPLES Specifies if you want to install samples and utilities.


Specify one of the following values:
- 0. Does not install samples and utilities
- 1. Installs samples and utilities

SIP.INSTALL.SIF.SDK Specifies if you want to install the Services Integration Framework (SIF) SDK.
Specify one of the following values:
- 0. Does not install the SIF SDK
- 1. Installs SIF SDK

SIP.INSTALL.BPM.SDK Specifies if you want to install the BPM SDK.


Specify one of the following values:
- 0. Does not install the BPM SDK
- 1. Installs the SIF SDK

SIP.INSTALL.JASPERSOFT Specifies if you want to install the Jaspersoft reporting tool.


Specify one of the following values:
- 0. Does not install the BPM SDK
- 1. Installs the SIF SDK

Installing the Resource Kit in Silent Mode 89


Property Name Description

SIP.INSTALL.SSANAME3 Specifies if you want to install SSA-NAME3.


Specify one of the following values:
- 0. Does not install SSA-NAME3
- 1. Installs SSA-NAME3

USER_INSTALL_DIR Directory where you want to install the Resource Kit, such as C\:\
\<infamdm_install_directory>\\hub\\resourcekit.

RUN_CONFIGURE_FLAG Specifies if you want to configure samples.


- 0. Does not configure samples
- 1. Installs and configures samples
Default is 1.
If you set the RUN_CONFIGURE_FLAG property to 1, comment out or set the
RUN_CONFIGURE_SETUP property to 0. To configure samples, ensure that the
application server and the Hub Server are started and the sample schema is
registered in the Hub Console.

RUN_CONFIGURE_SETUP Specifies if you want to configure only source samples.


- 0. Does not install sources of samples
- 1. Installs sources of samples
If you set the RUN_CONFIGURE_SETUP property to 1, comment out or set the
RUN_CONFIGURE_FLAG property to 0. If you set the RUN_CONFIGURE_SETUP
property to 1, you cannot configure and deploy samples later.

SIP.AS.CHOICE Name of the application server. Specify JBoss.

SIP.AS.HOME The path to the JBoss installation directory.

JBOSS.AS.PORT_1 The JBoss port number.

SIP.JBOSS.CONFIGURATION_NAME The JBoss configuration name. The default value is standalone.

SIP.SERVER.NAME Name of the server on which the Hub Server is deployed.

SIP.SERVER.HTTP.PORT Port on which the Hub Server is listening.

SIP.ADMIN.PASSWORD Password to access the Hub Server.

HUB_SERVER_HOME Directory for the Hub Server installation.

SIP.ORS.ID Operational Reference Store ID of the MDM Hub sample schema.

RUN_DEPLOYMENT_FLAG Runs the postInstallSetup script as part of the silent installation.


- 0. Does not run the postInstallSetup script
- 1. Runs the postInstallSetup script

Running the Silent Installer


After you configure the properties file, you can start the silent installation.

1. Ensure that the application server is running.


2. Open a command window.

90 Chapter 10: Resource Kit Installation


3. Run the following command:
On UNIX. ./hub_resourcekit_install.bin -f
<location_of_silent_properties_file_for_resourcekit>
On Windows. .\hub_resourcekit_install.exe -f
<location_of_silent_properties_file_for_resourcekit>
The silent installer runs in the background. The process can take a while. Check the postinstallSetup.log
files to verify that the installation was successful.

The log file is available in the following directory:

On UNIX. <infamdm_install_directory>/logs/postInstall.log

On Windows. <infamdm_install_directory>\logs\postInstall.log

Installing the Resource Kit in Silent Mode 91


Chapter 11

Troubleshooting the MDM Hub


This chapter includes the following topic:

• Troubleshooting the Installation Process, 92

Troubleshooting the Installation Process


If the installation fails, use the following information to troubleshoot the failure.

Cannot start JBoss or launch the Hub Console after installation


After installation, JBoss might not restart after you stop JBoss. When you launch the Hub Console, the Hub
Console fails to launch and generates the following error:
SIP-09070: Failed to initialize repository layer.
To resolve the issue, run the following code in a batch file to restart JBoss:
rmdir C:\<JBoss installation directory>\standalone\tmp /s /q
\mkdir C:\<JBoss installation directory>\standalone\tmp
C:\<JBoss installation directory>\bin\standalone.bat -c standalone-full.xml -b 0.0.0.0

MDM Hub users cannot login


If you re-create the CMX_SYSTEM schema after installation of the Hub Server, the MDM Hub cannot
recognize the hashed passwords. As a result, users cannot log in to the MDM Hub.

To resolve the issue, run the postInstallSetup script again manually. This script ensures that the
passwords of the MDM Hub users are hashed again and users can log in.

Alternatively, if you do not want to run the postInstallSetup script again, run the following commands to
migrate the user passwords to hashed passwords and create application users.

On UNIX.
cd <MDM Hub installation directory>/server/bin
./sip_ant.sh hash_users_passwords
./sip_ant.sh add_application_users
On Windows.
cd <MDM Hub installation directory>\server\bin
sip_ant.bat hash_users_passwords
sip_ant.bat add_application_users

92
Note: In a WebSphere environment, the MDM Hub user must have access and write permissions for the
following directory:
<MDM Hub installation directory>/server/bin/resources/certificates

WebLogic instance redirects to Data Director


If you install MDM Hub on a WebLogic port other than 7001, the instance is redirected to Data Director with
the following error:
javax.faces.application.ViewExpiredException: viewId:/config/config_login.jsf - View /
config/config_login.jsf could not be restored.
To resolve the issue, set to the host name and the IP address of the WebLogic host. Do not use localhost.

PostInstallSetUp script fails because the ActiveVOS server deployment times out
When you install the Hub Server, the post-installation setup process might fail after trying to deploy the
ActiveVOS server.

To resolve the issue, increase the value of the deploy.wait.time property in the build.properties file in the
following directory:

On UNIX. <infamdm installation directory>/hub/server/bin

On Windows. <infamdm installation directory>\hub\server\bin

Operational Reference Store registration fails because the connection times out
When you register the Operational Reference Store (ORS) in a JBoss cluster node, the ORS registration fails
with a connection timeout error similar to the following:
SIP-10313: SIP-09061: Failed connecting with provider url abc03.
java.net.ConnectException: JBAS012144: Could not connect to remote://abc03:9999. The
connection timed out.
To resolve the issue, when you register an ORS, disable the JBoss administrative security, and then enable
the JBoss administrative security after ORS registration.

Hub Server deployment fails because JBoss composite operation fails


When you deploy the Hub Server in the JBoss application server, the Hub Server deployment fails with the
following error:
JBAS014653: Composite operation failed and was rolled back. Steps that failed:" =>
{"Operation step-2" => {
"JBAS014671: Failed services" => {"jboss.web.deployment.default-host./cmx"
=> "org.jboss.msc.service.StartException in service jboss.web.deployment.default-host./
cmx:
org.jboss.msc.service.StartException in anonymous service: JBAS018040:
Failed to start context
Caused by: org.jboss.msc.service.StartException in anonymous service: JBAS018040: Failed
to start context"
To resolve the issue, perform the following steps:

1. Stop the JBoss application server.


2. Use a text editor to open the standalone.xml file in the following directory:
On UNIX. <JBoss Installation Directory>/standalone/configuration
On Windows. <JBoss Installation Directory>\standalone\configuration
3. Find the following code:
<subsystem xmlns="urn:jboss:domain:deployment-scanner:1.1">
<deployment-scanner path="deployments" relative-to="jboss.server.base.dir"
scan-interval="5000"/>
</subsystem>

Troubleshooting the Installation Process 93


4. Add the deployment-timeout="300" attribute as shown in the following sample code:
<subsystem xmlns="urn:jboss:domain:deployment-scanner:1.1">
<deployment-scanner path="deployments" relative-to="jboss.server.base.dir"
scan-interval="5000" deployment-timeout="300"/>
</subsystem>
5. Save changes, and start the JBoss application server.
The default deployment timeout value is 60, which is changed to 300.
6. Deploy the Hub Server.

The Hub Server cannot connect to the cmx_system schema


To verify that the Hub Server cannot connect to the cmx_system schema, review the application server log.

To resolve the issue, resolve the database connection issue. Use the application server console to test the
connection to the database. If you cannot resolve the connection to the cmx_system schema, re-create the
cmx_system schema.

Failed to verify the need to tokenize records


When you run the Match process, you might receive the following error:
SIP-16062: Failed to verify the need to tokenize records.
Verify the following environment variable settings:

• The PATH environment variable must contain the following path:


On UNIX. <infamdm_install_directory>/hub/cleanse/lib
On Windows. <infamdm_install_directory>\hub\cleanse\lib
• The SSAPR environment variable must include the following path for all users:
On UNIX. <infamdm_install_directory>/server_install_dir>/cleanse/resources
On Windows. <infamdm_install_directory>\server_install_dir>\cleanse\resources

major.minor version errors when loading the Process Server


If you see multiple major.minor console errors when you try to load the Process Server, check that the
system has the correct Java version installed.

Java XAException
When you restart JBoss after you install the Hub Server, the following exception might be generated:
javax.transaction.xa.XAException
You can ignore the exception.

Informatica Address Verification exception during certification


Informatica Address Verification generates an exception during certification. Ensure that the stack size for
the JVM is sufficient.

1. Navigate to the bin directory under the JBoss root directory.


2. Open the following file in a text editor.
On UNIX. run.sh
On Windows. run.bat
3. Set the JAVA_OPTS variable as follows:
JAVA_OPTS=${JAVA_OPTS} -Xss2000k
4. Save and close the file.

94 Chapter 11: Troubleshooting the MDM Hub


Operational Reference Store does not have a workflow engine configured
If you install the MDM Hub and then import an Operational Reference Store (ORS) from a previous version,
you see a fatal error that indicates that the ORS does not have a workflow engine configured. This error
occurs because the Siperian BPM workflow engine is not registered by default. Use the Workflow Manager to
register the Siperian BPM workflow engine with the name that the ORS expects to find.

Troubleshooting the Installation Process 95


Chapter 12

Uninstallation
This chapter includes the following topics:

• Uninstallation Overview, 96
• Uninstalling the Hub Store, 96
• Uninstalling the Process Server in Graphical Mode, 97
• Uninstalling the Hub Server in Graphical Mode, 98
• Uninstalling the Resource Kit in Graphical Mode, 98
• Uninstalling the Process Server in Console Mode, 99
• Uninstalling the Hub Server in Console Mode, 99
• Uninstalling the Resource Kit in Console Mode, 100
• Manually Undeploying the Process Server, 100
• Manually Undeploying the Hub Server, 100

Uninstallation Overview
To uninstall the MDM Hub, you need to remove the Process Server, the Hub Server, and the Hub Store from
the MDM Hub implementation.

Use the following steps to uninstall the MDM Hub:

1. Uninstall the Hub Store.


2. Uninstall the Process Server.
3. Uninstall the Hub Server.

Uninstalling the Hub Store


You can uninstall the Hub Store by dropping the Hub Store schemas and removing the user logins for the Hub
Store schemas. Before you drop the Hub Store schemas, use the Hub Console to unregister the Hub Store
schemas.

You must have administrator privileges to drop the Hub Store schemas.

1. Start the Hub Console.

96
2. Click the Databases tool under the Configuration workbench.
The Database Information page appears.
3. Click Write Lock > Acquire Lock.
4. From the list of databases, select the Operational Reference Store to unregister.
5. Click the Unregister database button.
The Databases tool prompts you to confirm unregistering the Operational Reference Store.
6. Click Yes.
7. Use Microsoft SQL Management Studio to connect to the Microsoft SQL Server instance.
8. Right-click each Hub Store schema, and then click Delete.
The Delete Object window appears.
9. Click OK.
The Hub Store schema is dropped.

Uninstalling the Process Server in Graphical Mode


You can uninstall the Process Server in graphical mode.

Uninstalling the Process Server in Graphical Mode On UNIX


To uninstall the MDM Hub, you must remove the Process Server. You must perform the steps to uninstall the
Process Server for each Process Server in the MDM Hub implementation.

1. Stop the application server.


2. Navigate to the following directory:
<infamdm_install_directory>/hub/cleanse/UninstallerData
3. Run the uninstaller.
./"Uninstall Informatica MDM Hub Cleanse Match Server"
4. Click Uninstall.
When the uninstallation process is complete, the Uninstall Complete window appears.
5. Click Done.

Uninstalling the Process Server in Graphical Mode On Windows


To uninstall the MDM Hub, you must remove the Process Server. You must perform the steps to uninstall the
Process Server for each Process Server in the MDM Hub implementation.

1. Stop the application server.


2. Click Start and then click Programs > Infamdm > Hub > Cleanse > Uninstaller Data > Uninstall
Informatica MDM Hub Cleanse Match Server.
The Uninstall introduction window appears.
3. Click Uninstall.
When the uninstallation process is complete, the Uninstall Complete window appears.
4. Click Done.

Uninstalling the Process Server in Graphical Mode 97


Uninstalling the Hub Server in Graphical Mode
You can uninstall the Hub Server in graphical mode.

Uninstalling the Hub Server in Graphical Mode on UNIX


To uninstall the MDM Hub, you must remove the Hub Server from the MDM Hub implementation.

1. Ensure that you stop the application server.


2. Navigate to the following directory:
<infamdm_install_directory>/hub/server/UninstallerData
3. Run the uninstaller.
./"Uninstall Informatica MDM Hub Server"
The Uninstall introduction window appears.
4. Click Uninstall.
When the uninstallation process is complete, the Uninstall Complete window appears.
5. Click Done.

Uninstalling the Hub Server in Graphical Mode on Windows


To uninstall the MDM Hub, you must remove the Hub Server from the MDM Hub implementation.

1. Ensure that you stop the application server.


2. Click Start and then click Programs > Infamdm > Hub > Server > UninstallerData > Uninstall Informatica
MDM Hub Server.
The Uninstall introduction window appears.
3. Click Uninstall.
When the uninstallation process is complete, the Uninstall Complete window appears.
4. Click Done.

Uninstalling the Resource Kit in Graphical Mode


You can uninstall the Resource Kit in graphical mode.

Uninstalling the Resource Kit in Graphical Mode on UNIX


To uninstall the Resource Kit, you must remove the Resource Kit from the MDM Hub implementation.

1. Stop the application server.


2. Navigate to the following directory:
<infamdm_install_directory>/hub/resourcekit/UninstallerData
3. Run the following command:
./"Uninstall Informatica MDM Hub Resource Kit"
The Uninstall Informatica MDM Hub Resource Kit window appears.

98 Chapter 12: Uninstallation


4. Click Uninstall.
The Uninstall Complete window appears with a list of items that could not be removed.
5. Click Done.
6. Manually remove the following directory:
<infamdm_install_dir>/hub/resourcekit

Uninstalling the Resource Kit in Graphical Mode on Windows


To uninstall the Resource Kit, you must remove the Resource Kit from the MDM Hub implementation.

1. Stop the application server.


2. Navigate to the following directory:
<ResourceKit_install_dir>\deploy\UninstallerData
3. Double-click Uninstall Informatica MDM Hub Resource Kit.exe
The Uninstall Informatica MDM Hub Resource Kit window appears.
4. Click Uninstall.
The Uninstall Complete window appears with a list of items that could not be removed.
5. Click Done.
6. Manually remove the following directory:
<infamdm_install_dir>\hub\resourcekit

Uninstalling the Process Server in Console Mode


You can uninstall the Process Server in console mode on UNIX. If you installed the Process Server in console
mode, uninstall the Process Server in console mode.

1. Go to the following directory:


<infamdm_install_dir>/hub/cleanse/UninstallerData
2. Type the following command to run the uninstaller:
./"Uninstall Informatica MDM Hub Cleanse Match Server"

Uninstalling the Hub Server in Console Mode


You can uninstall the Hub Server in console mode on UNIX. If you installed the Hub Server in console mode,
uninstall the Hub Server in console mode.

1. Go to the following directory:


<infamdm_install_dir>/hub/server/UninstallerData
2. Type the following command to run the uninstaller:
./"Uninstall Informatica MDM Hub Server"

Uninstalling the Process Server in Console Mode 99


Uninstalling the Resource Kit in Console Mode
You can uninstall the Resource Kit in console mode. If you installed the Resource Kit in console mode,
uninstall the Resource Kit in console mode.

1. Go to the following directory:


On UNIX. <infamdm_install_dir>/hub/resourcekit/UninstallerData
On Windows. <infamdm_install_dir>\hub\resourcekit\UninstallerData
2. Run the following command from the command prompt:
On UNIX. "Uninstall Informatica MDM Hub Resource Kit.bin" -i console
On Windows. "Uninstall Informatica MDM Hub Resource Kit.exe" -i console

Manually Undeploying the Process Server


You might need to manually undeploy the Process Server from the JBoss application server.

1. To manually undeploy the Process Server, delete siperian-mrm-cleanse.ear from the following
directory:
On UNIX. <JBoss_install_dir>/standalone/deployments
On Windows. <JBoss_install_dir>\standalone\deployments
2. Restart the JBoss application server if the JBoss auto-deploy process does not remove the application.
For more information, see the JBoss documentation.

Manually Undeploying the Hub Server


You might need to manually undeploy the Hub Server from the JBoss application server.

1. Remove the following deployment files from the JBoss deployment directory:

Deployment File Name Description

siperian-mrm.ear Required. The Hub Server application.

entity360view-ear.ear Optional. The Entity 360 framework.

informatica-mdm-platform-ear.ear Optional. The Informatica platform application.

The deployment files are in the following directory:


On UNIX.
• <JBoss installation directory>/<configuration name>/deployments

100 Chapter 12: Uninstallation


On Windows.
• <JBoss installation directory>\<configuration name>\deployments

2. Restart the JBoss application server if the JBoss auto-deploy process does not remove the application.
For more information, see the JBoss documentation.

Manually Undeploying the Hub Server 101


Index

A I
ActiveVOS Infinispan
URN, setting 77 configuring 53, 54
ActiveVOS Console administrative user Informatica ActiveVOS
abAdmin role 21 creating the schema 16
creating 21 Informatica platform
properties file 23
installing

C Hub Server 31, 35


Process Server 60, 62
configuring JBoss Resource Kit 83, 86
for the MDM Hub 17
configuring Microsoft SQL Server
for the MDM Hub 15
J
JBoss

D settings 44
starting on JBoss cluster nodes 22
databases starting on standalone JBoss instances 22
target database 55 JBoss cluster
deploying Hub Server 39
deploying Process Server 64

H JBoss security
enabling 57
HTTPS JBossstarting on cluster nodes
for Process Servers 70 starting on standalone instances 22
Hub Console JMS message queues
starting 51, 55 configuring 49, 51
Hub Server
build number 43
deploying on JBoss cluster 39
deployment 45
L
deployment script 45 log file
installation log files 42 debug log file 42, 67
installing 31, 35, 83 Hub Server log file 42
manual deployment 45, 46 installation log file 42, 67
manually deploying 51 installation prerequisites log file 42, 67
manually redeploying 51 JBoss log file 42, 67
postInstallSetup script 46 post install setup log file 42, 67
silent installation 38, 88 Process Server log file 67
uninstalling 99, 100
version information 43
Hub Server installation mode
console 31
M
graphical 31 Master Database
silent 31 creating 25
Hub Server properties file importing metadata 28
configuring 24 match population
Hub Store enabling 71, 72
uninstalling 96 MDM Hub
components 9
designing the installation 11
installation tasks 11
installation topology 11
introduction 9

102
MDM Hub (continued)
Java Development Kit (JDK) requirement 13 R
setting environment variables 13 remoting-connector security
setting operating system locale 13 enabling 57
system requirements 13 Resource Kit
Microsoft SQL Server installing 83, 86
configuring 15 silent properties file 89
data file store 16 uninstalling 99
distributed transactions 15
installing 15
ODBC Driver 16
unixODBC Driver 16 S
Sample Schema
installing 80
O registering 82
secure communications
Operational Reference Store enabling, in the Process Server 70
creating 26 silent installation
importing metadata 29 Generating response files for 38
registering 55 of Hub Server 38
silent installer
running 64
P
postinstallsetup script
running 69 T
postInstallSetup script target database
for Hub Server 46 selecting 55
for Process Server 69 troubleshooting
running 46 post-installation process 92
Process Server
build number 68
create data sources 68
deploying 69, 70 U
deploying on JBoss cluster 64 uninstalling
deployment 68, 69 Hub Server 99, 100
deployment script 68, 69 Hub Store 96
installation log files 67 Process Server 99
installing 60, 62 URN
manual deployment 68, 69 setting ActiveVOS 77
postInstallSetup script 69
uninstalling 99
version information 68
Process Server installation mode W
console 60 workflow engines
graphical 60 adding 78
silent 60
Process Server properties file
configuring 24
Process Servers
HTTPS, enabling 70

Index 103

Common questions

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To manually deploy the Process Server application in a multi-node environment, first ensure that the Process Server is installed on the same machine as the application server. Begin by stopping the JBoss application server. If any existing deployments are present, delete the `siperian-mrm-cleanse.ear` file from the JBoss deployment directory `<JBoss installation directory>\standalone\deployments`. Then copy the `siperian-mrm-cleanse.ear` file from the Process Server installation directory to the JBoss deployment directory. Finally, restart the JBoss application server. Note that in a cluster environment, deploy the application on one node first before deploying it on other nodes, ensuring each node binds to its network interface .

The default database collation sequence used is 'Latin1_General_CI_AS' when creating an Operational Reference Store in a Microsoft SQL Server environment.

To import the sample data schema when setting up the MDM Hub Sample Operational Reference Store, navigate to the distribution directory and locate the appropriate folder for your operating system (<distribution directory>/database/bin for UNIX or <distribution directory>\database\bin for Windows) and execute the import schema command: ./sip_ant.sh import_schema on UNIX or sip_ant.bat import_schema on Windows. During import, follow the prompts to specify details such as the database type, host name, port number, and path to the ZIP dump file which typically defaults to mdm_sample.zip located in <distribution directory>\resources\database .

Changing folder names in the MDM Hub distribution directory causes metadata import to fail. This is because the import process relies on specific directory structures and pathnames to locate necessary files and resources required for a successful import operation .

The Process Server installation on Windows fails if the path length exceeds 256 characters or if there are spaces in directory or folder names . This is because such conditions prevent the server from loading properly. Choosing a default location to install or manually selecting a path compliant with these limitations is necessary .

Manual undeployment of the Hub Server is necessary when automatic processes fail, such as when JBoss auto-deploy doesn't remove the application. The process involves removing specific deployment files like 'siperian-mrm.ear', 'entity360view-ear.ear', and 'informatica-mdm-platform-ear.ear' from the JBoss deployment directory, and then restarting the application server to ensure changes take effect.

The default user credentials to access the MDM Hub Master Database are a username and a password. The default username is "cmx_system," and the user is prompted to enter a password during the setup process . This setup has significant security implications. Using default credentials can lead to vulnerabilities, as they are commonly known and could be easily exploited if not changed. It is essential to change default passwords to strong, unique passwords to enhance security and prevent unauthorized access .

Setting environment variables during MDM Hub installation is crucial for specifying paths and configurations essential for correct operation. They ensure the correct Java version is used by setting JAVA_HOME and PATH, and optionally INFA_JDK_HOME on certain platforms . Operating system locales need to be consistent across the Hub Server, MDM Hub Master Database, Operational Reference Store, and Hub Console to prevent locale-related errors and ensure uniform presentation and operation of data . Proper environment preparation facilitates smooth installation and functioning across different deployment environments .

A signed certificate is crucial for securing Process Servers in MDM as it ensures encrypted communication over HTTPS, protecting data from interception and tampering during transmission . Implementation involves creating signed certificates and storing them in a certificate store accessible by the application server . Next, use the Hub Console to enable HTTPS and configure a secure port for communications . This process requires logging into the console, selecting the Process Server, and verifying that the secure port is used before enabling the secured connection . Ensuring all nodes in a multi-node or cluster environment are correctly configured is essential for consistent security across the system .

To verify the successful creation of an MDM Hub Master Database, review the sip_ant.log file located in the directory <MDM Hub distribution directory>/database/bin. The log file contains any errors that might occur during the creation process, which indicates whether the process completed successfully or not. Checking this log file is essential to confirm that the operation was executed without issues .

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