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Installing Oracle Data Quality Matching Server

This task is a step in Process of Installing the Oracle Data Quality Matching Server. The following tasks describe the steps involved in installing Oracle Data Quality Matching Server on Microsoft Windows and on UNIX respectively.

NOTE:  License key information for the Oracle Data Quality Matching Server is included in the product media pack on Oracle Software Delivery Cloud.

Installing Oracle Data Quality Matching Server on Microsoft Windows

Use the following procedure to install Oracle Data Quality Matching Server on Microsoft Windows.

NOTE:  Installation is the same no matter what version of Informatica Identity Resolution you are installing.

To install Oracle Data Quality Matching Server on Microsoft Windows

  1. Run setup from the root directory of the installed product media pack (which you downloaded from Oracle Software Delivery Cloud), and follow the onscreen prompts to install the following options:
    • Install License Server
    • Install Informatica Product

      NOTE:  You must install these options in the order that they are displayed.

  2. Select Install License Server, click Next to continue, then do the following:
    1. Browse to the installation directory where you want to install the License Server, then click Next.
    2. Enter the host name and port number for the License Server.
    3. Verify the installation summary details on the next screen that displays, then click Install.
    4. When installation is complete, you are prompted to start the License Server. Click No to close the prompt, then Finish to return to the main installer window.
    5. Copy the OEM license key file downloaded from Oracle Software Delivery Cloud to the following location:

    <Drive:>\InformaticaIR\licenses

    1. Set the environment variable SSALI_MZXPQRS to STANISLAUS (system variable).
    2. Start the License Server by selecting, for example, the following:

      Programs, Informatica, Identity Resolution V2.8.07 (InformaticaIR), Informatica License Server, and then Start.

  3. Select the Install Informatica Product from the main installer window, click Next to continue, then do the following:
    1. When prompted to specify the path to the OEM license, browse to the [installation_media_directory]\data\file1003.dat file, and then click Next to continue.
    2. Enter the host name and port number for the License Server (or accept the default), then click Next.
    3. Browse to the installation directory where you want to install Informatica Identity Resolution, then click Next.
    4. The next screen displays a list of components, click Select All, and then Next.
    5. The next screen displays an installation summary of products and modules that you want to install. Review the details and click Next to confirm that they match your requirements.
    6. Select default port values for all servers.

      Make sure to add XML Synchronization server at port 1671. This server is not set by default. Click Next when done.

    7. On the next screen, enter database information, as follows:
      • Service Name: Enter the database service name on Informatica Identity Resolution. This is used when configuring SIEBEL instances.
      • ODBC Data Source Name: Enter the ODBC Connect String name if using ODBC (the ODBC Data Source name is required only when connecting through ODBC).
      • ODBC Driver: Select the applicable database driver from the drop-down list (the ODBC driver name must be provided even when ODBC is not being used).
      • Native Service: Enter the name for the database connection as defined in dB Client\ Server utilities (for example: for Oracle an databases, this is the TNS entry name).

        Example settings when using an Oracle database are:

             Service Name: target

    ODBC Data Source Name: 

              ODBC Driver: Oracle 9 (or above) client software

      Native Service Name: <tns_entry>

    NOTE:  All configuration information entered in this step is written to the odbc.ini file. Table 4 shows some example odbc.ini configurations.

    1. Click Next to start the installation.
    2. Click Finish to complete.
  4. Post installation, do the following:
    1. Install the hot fix on top of the Base Installer for Informatica Identity Resolution 2.8.07. Make sure that you apply the latest Informatica Identity Resolution fix, which is available on Oracle Software Delivery Cloud.

    C:\InformaticaIR\bin>version

    SSA-NAME3 v2.8.07 (FixL106)

    SSA-NAME3 Extensions v2.8.07 (FixL106)

    Data Clustering Engine v2.8.07 (FixL106)

    Informatica Identity Resolution v2.8.07 (FixL106 + FixL113 + FixL114 + FixL120 + FixL123 + FixL124 + FixL125 + FixL126 + FixL127 + FixL134 + FixL136 + FixL140 + FixL141 + FixL145 + FixL147 + FixL148)

    1. Rename xsserv.xml.org located in <drive>\InformaticaIR\bin to xsserv.xml. This file has a sample format. Change it to match the following:

    <server xmlns="_http://www.identitysystems.com/xmlschema/iss-version-1/xmlserv">
    <mode>generic</mode>
    <rulebase>odb:0:db_username/db_password@ISS_connectstring</rulebase>
    </server>

    NOTE:  If you do not make these changes to xsserv.xml, then errors might occur using legacy SIEBEL-ISS Sync workflows.

Installing Oracle Data Quality Matching Server on UNIX

Use the following procedure to install Oracle Data Quality Matching Server on UNIX.

NOTE:  Installation is the same no matter what version of Informatica Identity Resolution you are installing.

To install Oracle Data Quality Matching Server on UNIX

  1. The following prerequisites must be met:
    1. Obtain an installable ISO from Informatica or Oracle Software Delivery Cloud.
    2. Make sure to mount the ISO to a suitable location which is accessible to the user who is installing Informatica products.
    3. Ensure that the required ODBC entries (if applicable) are created.
    4. Ensure to add TNS entries pointing to the Informatica Identity Resolution Database (target database) for system configurations.
    5. The Informatica Installer requires a UNIX GUI for installation and product administration. If necessary, contact your system administrator to make sure that the corresponding applications and X-Server have been enabled for easy access.
  2. After ensuring the installer location and GUI access, start the installer from the mounted location using the following command:

    ./install

    The Informatica Installer window opens with three options. You must install the three options in the order that they are displayed.

  3. Select the Install License Server from the installer, click Next to continue, then do the following:
    1. Select the path where you want to install the license server, then click Next.
    2. Enter the port number for the License Server on the next screen that displays. You can accept the default (if available), or choose to change the port. Click Next when done.
    3. Verify the installation summary details on the next screen that displays, then click Install.
    4. When installation is complete, you are prompted to start the License Server. Click No, and then Finish to return to the main installer window. You must start the License Server only when the license file is available.
    5. Copy the OEM license key file downloaded from Oracle Software Delivery Cloud to the following location:

    <Drive:>/InformaticaIR/licenses

    1. Export the environment variable SSALI_MZXPQRS to STANISLAUS (system variable) before proceeding to the next step.
    2. Start the License Server:
      • Start an xterm / ssh session.
      • Change to bash (Bourne Shell)
      • Copy the license file to <installation_folder>/licenses
    3. Set common environment variables by sourcing idsset script located at <IIR_Installation_Folder>/env. For example:

    . ./idsset

    1. Set the environment variables required to start the License Server by sourcing script lienvs located at <IIR_Installation_Folder>/env. For example:

    . ./lienvs

    1. Start the License Server using the following command: $SSABIN/liup.
  4. Select Install Informatica Product from the main installer window, click Next to continue, then do the following:
    1. When prompted to specify the path to the OEM license, browse to the [installation_media_directory]/data/file1003.dat file, and then click Next to continue.
    2. Enter the License Server port number or accept the default, then click Next.
    3. The next screen displays a list of components. Licensed components have an editable check-box. Select the check box beside the required components and populations, and then click Next.
    4. The next screen displays a summary of selected options. Verify the details, then click Next.
    5. On the next screen, select or set servers and their ports, then click Next. If a port is already in use, you must change it.
    6. On the next screen, enter database information:
      • Service Name: Enter the database service name on Informatica Identity Resolution (this is used when configuring SIEBEL instances).
      • ODBC Data Source Name: Enter the ODBC Connect String name if using ODBC (the ODBC Data Source name is required only when connecting through ODBC).
      • ODBC Driver: Select the applicable database driver from the drop-down list (the ODBC driver name must be provided even when ODBC is not being used).
      • Native Service: Enter the name for the database connection as defined in dB Client/Server utilities (for example: for Oracle an databases, this is the TNS entry name).

        Example settings when using an Oracle database are:

             Service Name: target

    ODBC Data Source Name: 

              ODBC Driver: Oracle 9 (or above) client software

      Native Service Name: <tns_entry>

    Click Next to continue.

    NOTE:  All configuration information entered in this step is written to the odbc.ini file. Table 4 shows some example odbc.ini configurations.

    1. The next screen displays an installation summary of products and modules that you want to install. Verify the details and confirm that they match your requirements.
    2. Click Install to start the installation.
    3. Click Finish to complete.
  5. Post installation, rename xsserv.xml.ori located in <IIR_Installation_Folder>/bin to xsserv.xml. Change the contents of this sample file as follows:
    1. Change <mode> to generic
    2. Add rulebase details.

      For example:

    <server xmlns="_http://www.identitysystems.com/xmlschema/iss-version-1/xmlserv">
    <mode>generic</mode>
    <rulebase>odb:0:db_username/db_password@ISS_connectstring</rulebase> </server>

    NOTE:  If you do not make these changes to xsserv.xml, then errors might occur using legacy SIEBEL-ISS Sync workflows.

    
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