# Informatica PowerCenter

Informatica PowerCenter is an ETL tool that extracts, transforms, and loads data from sources. It allows users to read data from or write data to various sources, including databases, file systems, cloud storage, and applications such as Salesforce, SAP, and Microsoft Dynamics. PowerCenter can extract, transform, and load data (ETL) into a centralized data warehouse or data lake by integrating with these data sources.

OvalEdge uses the JDBC driver to connect to the PowerCenter Repository Schema source, which allows the user to crawl (Workflows, Tasks, Mapping, Transformations, etc) and build Lineage.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf8mKd35l2ubBiTPju-6GEjHQFi_dclbAeMuH9KtGv6AS3Ra3SHFIxXYBVVz2U0Qw3_jSry8u2SYRSHcLLRrm_Pm1DzBy5ZIKiK4MD3oevkH9jlHLAIcwLliXvhUvi195lqBta1GjYsyZFhRm_NcHT34QY?key=6Nj3zzTvoE4uHNVAFKCTMQ" alt=""><figcaption></figcaption></figure>

**Connector Capabilities**

The following is the list of objects and data types supported by the Informatica PowerCenter connector.

| Functionality         | Supported Objects                                                                                                                                                                                                 |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Crawling              | <ul><li>Workflows</li><li>Tasks</li><li>Worklets</li><li>Mappings</li><li>Mapplets</li><li>Transformations</li></ul>                                                                                              |
| Crawl Parameter Files | Informatica uses parameter files to override connection and source/target objects in runtime. We require access to read parameter files to link the correct source or target during the lineage building process. |

## Prerequisites

The following are the prerequisites required for establishing a connection between the connector and the OvalEdge application.&#x20;

1. Supported PowerCenter Version
2. Set up a Service account with proper permissions
3. Configure environment variables (Optional)

### Establish Environment Variables (Optional)

This section describes the settings or instructions that you should be aware of before establishing a connection. If your environments have been configured, skip this step.

#### Configure Environment Names

The Environment Names allow you to select the environment configured for the specific connector from the dropdown list in the Add Connector pop-up window.

You might want to consider crawling the same schema in both stage and production environments for consistency. The typical environments for crawling are PROD, STG, or Temporary, and may also include QA or other environments. Additionally, crawling a temporary environment can be useful for schema comparisons, which can later be deleted, especially during application upgrade assistance.&#x20;

**Steps to Configure the Environment**

1. Navigate to **Administration** > **System Settings**.
2. Select the Connector tab.
3. Find the Key name “connector.environment”.
4. Enter the desired environment values (PROD, STG) in the value column.&#x20;
5. Click ✔ to save.&#x20;

### Supported PowerCenter Version

| Edition     | Version                                                                                              | Support   |
| ----------- | ---------------------------------------------------------------------------------------------------- | --------- |
| PowerCenter | 9.6, 10.4, 10.5                                                                                      | Supported |
| JDBC Driver | Oracle, PostGres, DB2 and Microsoft SQL Server compliant versions with PowerCenter Repository Schema | Supported |

### Service Account with Minimum Permissions

A service account with read-only privileges on PowerCenter Repository Schema is required for crawling.&#x20;

| Operation                      | Minimum Access Permission                                       |
| ------------------------------ | --------------------------------------------------------------- |
| Connection validation          | Select on All Tables and views on PowerCenter Repository schema |
| Crawl Folders                  | Select on All Tables and views on PowerCenter Repository schema |
| Crawl Workflows, Mappings, etc | Select on All Tables and views on PowerCenter Repository schema |

## Establish a Connection&#x20;

To establish a connection, complete the following steps:

1. Log into the OvalEdge application, navigate to the Administration module, and click on Connectors.
2. Click on the + icon (New Connector ) and the Add Connector pop-up is displayed.
3. Search/Click on the desired connector and the Add Connector pop-up with the selected connector details is displayed.

| Field Name                           | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |                                 |
| ------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------- |
| Connector Type                       | <p>By default the selected connection type is displayed as the Informatica PowerCenter. </p><p>If required, the drop-down list allows the user to change the connector type and based on the selection of the connection type, the fields associated with the selected connection type are displayed.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |                                 |
| <p>Credential Manager</p><p><br></p> | <p>The purpose of a credential manager is to enhance the security that stores the API keys, passwords, certificates, and other sensitive data securely and helps to manage access, rotates, and audit secrets. </p><p><strong>OE Credential Manager</strong>: Informatica PowerCenter connection is configured with the basic Username and Password of the service account in real-time when OvalEdge establishes a connection to the Informatica PowerCenter database. Users must manually add the credentials if the OE Credential Manager option is selected.</p><p>HashiCorp: The credentials are stored in the HashiCorp database server and fetched from HashiCorp to OvalEdge.</p><p><strong>AWS Secrets Manager</strong>: The credentials are stored in the AWS Secrets Manager database server and fetched from the AWS Secrets Manager to OvalEdge.</p><p><strong>Azure Key Vault</strong>: </p><p>Azure Key Vault allows for secure storage and strict access mechanisms of sensitive information such as tokens, passwords, certificates, API keys, and other confidential data.</p><p>For more information on Azure Key Vault, refer to <a href="https://support.ovaledge.com/azurekeyvaultintegration">Azure Key Vault</a></p><p>For more information on Credential Manager, refer to <a href="https://support.ovaledge.com/credential-manager">Credential Manager</a></p> |                                 |
| License Add-Ons                      | <p>All the connectors will have a Base Connector License by default that allows you to crawl and profile to obtain the metadata and statistical information from a datasource. </p><p>OvalEdge supports various License Add-Ons based on the connector’s functionality requirements.</p><ul><li>Select the Auto Lineage Add-On license that enables the automatic construction of the Lineage of data objects for a connector with the Lineage feature. </li><li>Select the Data Quality Add-On license to identify, report, and resolve the data quality issues for a connector whose data supports data quality, using DQ Rules/functions, Anomaly detection, Reports, and more.</li><li>Select the Data Access Add-On license that will enforce connector access via OvalEdge with Remote Data Access Management (RDAM) feature enabled. </li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |                                 |
| Connector Name\*                     | <p>Select a connection name for Informatica PowerCenter. You can specify a connection name to identify the Informatica PowerCenter connection in OvalEdge.</p><p>Example: Informatica PowerCenter\_test</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |                                 |
| Connector Environment                | <p>The environment dropdown menu allows you to select the environment configured for the connector from the dropdown list. For example, PROD, or STG (based on the configured items in the OvalEdge configuration for the connector.environment).</p><p>The purpose of the environment field is to help you identify which connector is connecting what type of system environment (Production, STG, or QA).  </p><p>Note: The steps to set up environment variables are explained in the prerequisite section.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |                                 |
| Informatica Database                 | <p>Informatica has four databases to store metadata. They are DB2, PostgreSQL, Oracle, and SQL Server. Select the database from the drop-down list. Based on the database selection, the user needs to provide the respective details.</p><p>However, the SQL server will authenticate the connection based on either <a href="#sql-server-database-authentications">SQL server authentication</a> or <a href="#windows-authentication">Windows Authentication</a>.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |                                 |
| Server\*                             | This is the Hostname or IP address of the Informatica PowerCenter.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |                                 |
| Port\*                               | Enter the port number to connect to the database                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |                                 |
| Database\*                           | Provide the name of the database, sid, or service name that is associated with the Informatica PowerCenter connection.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |                                 |
| Repository Schema                    | The Repository schema contains all metadata related to a mapping, source, or target stored. Enter the name of the repository schema. This is to be filled in mostly in the case of Oracle)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |                                 |
| Driver\*                             | Driver is defaulted based on the Informatica database selected from the drop-down list. By Default is “com.microsoft.sqlserver.jdbc.SQLServerDriver”                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |                                 |
| Username\*                           | <p>Username required to connect to the Informatica PowerCenter Repository Database. Enter the Service Account Name established to access the Informatica PowerCenter Repository. </p><p>Note: Sometimes, this field is autofill filled by the web browser with the current OvalEdge user login. Please enter the Informatica PowerCenter Service Account name.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |                                 |
| Password\*                           | Password for Informatica PowerCenter Repository User account                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |                                 |
| Connection String                    | <p>Set the Connection string toggle button to automatic to get the details automatically from the credentials provided. Alternatively, you can manually enter the string.</p><p>If the connection string is set to:</p><ul><li>Auto: jdbc: oracle://{server}:{port};database={sid}</li><li>Manual: Please enter a valid connection string</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |                                 |
| Parameter Files Directory            | <p>It is important to provide the correct path to the parameter file that is used in the mapping. This is because the parameter file contains information that is necessary for the lineage to correctly identify the source and target objects used in the mapping.</p><p>Example: <a href="https://ovaledge.s3.us-west-1.amazonaws.com/OvalEdge+Clients/Twitch+Poc/Documents/Parameters.txt"><https://ovaledge.s3.us-west-1.amazonaws.com/OvalEdge+Clients+Poc/Documents/Parameters.tx></a></p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |                                 |
| Default Governance Roles\*           | <p>Users can select a specific user or a  team from the governance roles (Steward, Custodian, Owner) that get assigned for managing the data asset. </p><p>Note: The drop-down list displays all the configurable roles (single user or a team) as per the configurations made in the OvalEdge Security                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | Governance Roles section.  </p> |
| Admin Roles\*                        | <p>Select the required admin roles for this connector.</p><ul><li>To add Integration Admin Roles, search for or select one or more roles from the Integration Admin options, and then click on the Apply button.<br>The responsibility of the Integration Admin includes configuring crawling and profiling settings for the connector, as well as deleting connectors, schemas, or data objects.</li><li><p>To add Security and Governance Admin roles, search for or select one or more roles from the list, and then click on the Apply button.<br>The security and Governance Admin is responsible for:</p><ul><li>Configure role permissions for the connector and its associated data objects.</li><li>Add admins to set permissions for roles on the connector and its associated data objects.Update governance roles.</li><li>Create custom fields.</li><li>Develop Service Request templates for the connector.</li><li>Create Approval workflows for the templates.</li></ul></li></ul>                                                                                                                                                                                                                                                                                                                                                                                       |                                 |
| No of Archive Objects\*              | The number of archive objects indicates the number of recent metadata modifications made to a dataset at a remote/source location. By default, the archive objects feature is deactivated. However, users may enable it by clicking the Archive toggle button and specifying the number of objects they wish to archive.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |                                 |
| Select Bridge                        | <p>A solution is required to circumnavigate the customer firewall when OvalEdge is deployed as a SaaS application. That solution is OvalEdge Bridge. A bridge is a type of firewall that operates at the network layer. </p><ul><li>When a bridge has been set up, it will get displayed here in a dropdown menu. Users can select the required Bridge ID.</li><li>The user can select "NO BRIDGE" when it is not configured.</li></ul><p>For more information, refer to <a href="https://support.ovaledge.com/bridge-overview">Bridge Overview</a></p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |                                 |

{% hint style="info" %}
Notes: \* (asterisk) indicates the mandatory field required to establish a connection. Once all the parameters are entered, the user can validate the details and save the connection that will get displayed on the Connector Home page.\
It is up to the user's wish, you can save the connection details first, or you can validate the connection first and then save it.&#x20;
{% endhint %}

1. Click on the Validate button to validate the connection details. &#x20;
2. Click on the Save button to save the connection.  Alternatively, the user can also directly click on the Save & Configure button that displays the Connection Settings pop-up window to configure the settings for the selected Connector. The Save & Configure button is displayed only for the Connectors for which the settings configuration is required.

### Connection Validation Errors

| Error Messages                                                                                          | Description                                                          |
| ------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------- |
| Failed to establish a connection, Please check the credentials(User name, Password, Server name, etc.,) | In case of an invalid user name, wrong password, invalid Server name |

{% hint style="info" %}
Note: If you have any issues creating a connection, please contact your assigned OvalEdge Customer Success Management (CSM) team.
{% endhint %}

## Connection Settings

#### Lineage

For the Informatica PowerCenter Connector, only the Lineage setting option is available, and it is enabled when the Auto Lineage License option is selected.

The purpose of the lineage setting is to serve the option of changing the server/source connection to build the lineage. You can configure multiple servers simultaneously in the  Selecting Source Server Type for lineage and also set the connection priority lists to pick the tables in the Connections Priority to pick the source table for lineage building.

#### The Crawling of Schema(s)

You can use the Crawl/Profile option, which allows you to select the specific schemas for the following operations: crawl, profile, crawl & profile, or profile unprofiled. For any scheduled crawlers and profilers, the defined run date and time are displayed to set.

1. Navigate to the Connectors page, and click on the Crawl/Profile option.
2. Select the required Schema(s).
3. Click on the Run button that gathers all metadata from the connected source into the OvalEdge Data Catalog.&#x20;

## Additional Information

### SQL Server Database Authentications

OvalEdge connector integrates with authentication mechanisms for crawling databases and schemas from an Informatica PowerCenter. The users must enter the source credentials and database information for each type of connectivity.

When a user selects a SQL Server database it requires the following types of authentication.&#x20;

1. SQL Server Authentication&#x20;
2. Windows Authentication

#### SQL Server Authentication

Enter the following details to establish an Informatica PowerCenter connection using SQL server authentication.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeAKdOCGA6UDKadRdjC1QD4_XfuIox8WoYhZGrZlF7VdDb_uxewj5KITIJpIS1tpjeRRvG-uL9OgCByKhp8S2f9VNg2swkmNoesrP9Tc2UzD6RXi11AQ-C4uo853ArloHLArctZNIXyj-TVEMxiQMb8rGc?key=6Nj3zzTvoE4uHNVAFKCTMQ" alt=""><figcaption></figcaption></figure>

| Field Name                | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Server\*                  | This is the Hostname or IP address of the Informatica PowerCenter Repository Database                                                                                                                                                                                                                                                                                                                                                                                                              |
| Port\*                    | Enter the port number to connect to database                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Database\*                | Provide the name of the database, sid or service name that is associated with the Informatica PowerCenter connection.                                                                                                                                                                                                                                                                                                                                                                              |
| Repository Schema         | The Repository schema contains all metadata related to a mapping, source, or target stored. Enter the name of the repository schema.                                                                                                                                                                                                                                                                                                                                                               |
| Driver\*                  | Is defaulted based on the Informatica database selected from the drop-down list. By Default it is “com.microsoft.sqlserver.jdbc.SQLServerDriver”                                                                                                                                                                                                                                                                                                                                                   |
| Username\*                | <p>Username required to connect to the Informatica PowerCenter Repository Database. Enter the Service Account Name established to access the Informatica PowerCenter Repository. </p><p>Note: Sometimes, this field is autofill filled by the web browser with the current OvalEdge user login. Please enter the Informatica PowerCenter Service Account name </p>                                                                                                                                 |
| Password\*                | Password for  Informatica PowerCenter Server account                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Connection String         | <p>Set the Connection string toggle button to automatic to get the details automatically from the credentials provided. Alternatively, you can manually enter the string.</p><p>If the connection string is set to:</p><ul><li>Auto: jdbc: oracle://{server}:{port};database={sid}</li><li>Manual: Please enter a valid connection string</li></ul>                                                                                                                                                |
| Parameter Files Directory | <p>It is important to provide the correct path to the parameter file that is used in the mapping. This is because the parameter file contains information that is necessary for the lineage to correctly identify the source and target objects used in the mapping.</p><p>Example: <a href="https://ovaledge.s3.us-west-1.amazonaws.com/OvalEdge+Clients/Twitch+Poc/Documents/Parameters.txt"><https://ovaledge.s3.us-west-1.amazonaws.com/OvalEdge+Clients+Poc/Documents/Parameters.txt></a></p> |

#### Windows Authentication

Enter the following details to establish an Informatica PowerCenter connection using Windows Authentication.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe7E3nrLDAusJRKcq0i1-z6W5z8-ChyErWrN73ichcBclbMExxE20tVhi4cZih8sQ8VOQDCjSOjPt_yc6mQqW6_EVq_yA4ZSrKcsok-F-GF9NsCrBgi75CnfjrTzzAYH3wNMcOLeTuYsJcsCaB-FsXHTo_q?key=6Nj3zzTvoE4uHNVAFKCTMQ" alt=""><figcaption></figcaption></figure>

| Field Name                     | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| OvalEdge Installed Environment | Select Windows or Linux/Unix from the OvalEdge Installed Environment drop-down list based on the requirement.                                                                                                                                                                                                                                                                                                                                                                                      |
| Server\*                       | This is the Hostname or IP address of the Informatica PowerCenter Repository Database                                                                                                                                                                                                                                                                                                                                                                                                              |
| Port\*                         | Enter the port number to connect to database                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Database\*                     | Provide the name of the database, sid or service name that is associated with the Informatica PowerCenter connection.                                                                                                                                                                                                                                                                                                                                                                              |
| Repository Schema              | The Repository schema contains all metadata related to a mapping, source, or target stored. Enter the name of the repository schema.                                                                                                                                                                                                                                                                                                                                                               |
| Driver\*                       | is defaulted based on the Informatica database selected from the dropdown. By Default is “com.microsoft.sqlserver.jdbc.SQLServerDriver”                                                                                                                                                                                                                                                                                                                                                            |
| Connection String              | <p>Set the Connection string toggle button to automatic to get the details automatically from the credentials provided. Alternatively, you can manually enter the string.</p><p>If the connection string is set to:</p><ul><li>Auto: jdbc: oracle://{server}:{port};database={sid}</li><li>Manual: Please enter a valid connection string</li></ul>                                                                                                                                                |
| Parameter Files Directory      | <p>It is important to provide the correct path to the parameter file that is used in the mapping. This is because the parameter file contains information that is necessary for the lineage to correctly identify the source and target objects used in the mapping.</p><p>Example: <a href="https://ovaledge.s3.us-west-1.amazonaws.com/OvalEdge+Clients/Twitch+Poc/Documents/Parameters.txt"><https://ovaledge.s3.us-west-1.amazonaws.com/OvalEdge+Clients+Poc/Documents/Parameters.txt></a></p> |

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