Friday, November 20, 2009

Informatica Migration

1 Introduction
In every application deployment, a migration strategy must be formulated to ensure a clean migration of objects between development, test, quality assurance and production. The migration strategy is influenced largely by the technologies deployed to maintain the development and production environments. The means to migrate work from development to production depends largely on the repository environment in case of Informatica, which is either:
· A shared environment, or
· Separate, dedicated environments (Informatica repositories) for development, test/UAT and
Production
2 Using Configuration tool
The migration strategy is influenced largely by the technologies deployed to maintain the development and production environments.

2.1 Migration Process

The mappings are created/modified only in the Development environment. These are then migrated into the Test/UAT environment, and then eventually into the Production environment. There are three main techniques to migrate from Development to Production, each involving some advantages and disadvantages:
· Export and Import the entire repository

· Export and Import the required mappings

Any of the approach for migration can be selected depending upon the requirement. Here we will be discussing the first approach i.e. export and import of the entire repository. The two migrations involved (Dev to Test/UAT and Test/UAT to Prod) will follow the following procedures:

2.2 Development to Test/UAT

Once the unit testing for all the mappings related to the project has been successfully completed, the mappings would be marked ready for migration to the Test/UAT environment. The following steps (in the specified order) would be followed for migrating the objects from the development environment to the Test/UAT environment:
· Take backups of both the Development and the Test/UAT repository and name them as pre-migration backups.
· Import all the required objects from the development environment to the Test/UAT environment.
· Take backup of the Test/QA repository and named it as a post-migration backup.
· Import these files into Test/UAT Informatica repository.

2.3 Test/UAT to Production

Once the testing has been successfully completed, the Test/UAT repository would be marked ready for migration to the Production environment. The following steps (in the specified order) would be followed for migrating the mapping/session/program from the Test/UAT environment to the Production environment:
· Take backups of both the Test/UAT and the Production repository and name them as pre-migration backups.
· Copy the concerned components from the Test/UAT to the Production repository (Make sure that the existing folder in the Production repository is replaced).
· Take backup of the Production repository and name it as a post-migration backup.

3 Using Informatica Version Control
3.1 Principle

If we follow the three main principles of Version Control, you will soon adopt a structured and methodological approach to managing the Informatica repository. These principles are:

3.1.1 Principle One
Use the three-stage approach. Utilize at least three different environments for your project development; one for development, one for testing, and one for production.

3.1.2 Principle Two
Make all coding changes in the development environment, and never in the test or production environments.

3.1.3 Principle Three
Set all components in the test and production environments to read-only. This enforces principle two.

Although these are simple principles, they are closely linked and are all of equal importance. They will provide you with a starting point for successful version control management.

3.2 The Three-stage Approach

Most Informatica job developers adopt a three-stage approach to developing their Informatica mappings, which has become the de facto standard.

These stages are:

· Development stage
· Test stage
· Production stage.





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