Metadata Manager 8.6.1 Quick Start Upgrade from 8.1.

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This quick start includes the following topics:

Step 1. Complete the Post-Installation Tasks, 1 Step 2. Upgrade Metadata Manager, 2 Step 3. Complete the Post-Upgrade Tasks, 2

Step 1. Complete the Post-Installation Tasks

Before you upgrade Metadata Manager, install PowerCenter. For more information, see the PowerCenter Installation and Configuration Quick Start . 1.1 Verify prerequisites. Review the prerequisites and verify that the environment meets the minimum requirements. Verify the database and web browser requirements. 1.2 Create repository databases and user accounts. Set up databases and user accounts for the Metadata Manager repository. Create a separate database user account for each repository. The database users must have permissions to create and drop tables and indexes and to select, insert, update, and delete data from tables. Use Table 1 to record database information:
Table 1. Metadata Manager Repository Database
Parameter Database Type Database Driver Database Host Name Database Port Number Database User ID Database Password Tablespace Name Value

1.3 Prepare Metadata Manager for upgrade. Back up the Metadata Manager repository database. Export reports and related objects. For more information about post-installation tasks, see the PowerCenter Configuration Guide.

Step 2. Upgrade Metadata Manager

2.1 Create a license object. If the PowerCenter domain does not have a PowerCenter 8.6 license object , create a license object using the license key. 2.2 Create the Metadata Manager Service. Create a Metadata Manager Service and specify the Metadata Manager repository. 2.3 Upgrade the repository. Upgrade the contents of the Metadata Manager repository. 2.4 Create an LDAP security domain (Optional). If you upgrade Metadata Manager users to an LDAP security domain, create an LDAP security domain before you start upgrading the users and groups. 2.5 Upgrade groups and user accounts. Upgrade the groups and user accounts to the security domain you want to use for Metadata Manager. 2.6 Enable the Metadata Manager Service. After you enable the Metadata Manager Service, you can perform the post-upgrade tasks. For more information about upgrading Metadata Manager, see the PowerCenter Configuration Guide.

Step 3. Complete the Post-Upgrade Tasks

3.1 Download and install the Metadata Manager Agent. In the Metadata Manager application, download and install the Metadata Manager Agent. 3.2 Update the Metadata Manager resources. In the Metadata Manager application, update the properties of resources that use PowerCenter, Data Analyzer, and relational data source in the Resource List section of the Load page. 3.3 Update the Metadata Manager index files. In the Metadata Manager application, select and index all Metadata Manager resources. 3.4 Regenerate the templates and PowerCenter workflows for custom resources. If Metadata Manager uses custom resources, use the Custom Metadata Configurator to regenerate the template and PowerCenter workflows. 3.5 Import the custom PowerCenter workflows. Use the PowerCenter Repository Manager or the Workflow Manager to import the workflows in the PowerCenter repository associated with the Metadata Manager Service. 3.6 Import saved schemas, dashboards, and report objects into a Data Analyzer repository. To use the schemas, dashboards, and reports from the previous version of Metadata Manager, import the XML files into a Data Analyzer repository. For more information about post-upgrade tasks, see PowerCenter Configuration Guide.

Metadata Manager 8.6.1 Quick Start Upgrade from 8.1.1