SDI April2023 OrganizationAdministration en
SDI April2023 OrganizationAdministration en
April 2023
Organization Administration
Informatica Data Integration - Free & PayGo Organization Administration
April 2023
© Copyright Informatica LLC 2022, 2023
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Chapter 2: Organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Organization properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Organization general properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Authentication properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Connection properties storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Data Integration service properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
CLAIRE recommendation preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter 3: Metering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Viewing your current usage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Estimating your usage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Updating your payment information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 4: Schedules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Configuring a blackout period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Repeat frequency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Time zones and schedules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Daylight Savings Time changes and schedules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Configuring a schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Troubleshooting scheduled tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Table of Contents 3
Preface
Use Organization Administration to learn how to monitor your Informatica Intelligent Cloud Services℠
organization. Learn how to monitor usage, create schedules, monitor events, and troubleshoot security
issues.
Informatica Resources
Informatica provides you with a range of product resources through the Informatica Network and other online
portals. Use the resources to get the most from your Informatica products and solutions and to learn from
other Informatica users and subject matter experts.
Informatica Documentation
Use the Informatica Documentation Portal to explore an extensive library of documentation for current and
recent product releases. To explore the Documentation Portal, visit https://docs.informatica.com.
If you have questions, comments, or ideas about the product documentation, contact the Informatica
Documentation team at infa_documentation@informatica.com.
https://network.informatica.com/community/informatica-network/products/cloud-integration
Developers can learn more and share tips at the Cloud Developer community:
https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-
developers
4
https://marketplace.informatica.com/
To search the Knowledge Base, visit https://search.informatica.com. If you have questions, comments, or
ideas about the Knowledge Base, contact the Informatica Knowledge Base team at
KB_Feedback@informatica.com.
Subscribe to the Informatica Intelligent Cloud Services Trust Center to receive upgrade, maintenance, and
incident notifications. The Informatica Intelligent Cloud Services Status page displays the production status
of all the Informatica cloud products. All maintenance updates are posted to this page, and during an outage,
it will have the most current information. To ensure you are notified of updates and outages, you can
subscribe to receive updates for a single component or all Informatica Intelligent Cloud Services
components. Subscribing to all components is the best way to be certain you never miss an update.
For online support, click Submit Support Request in Informatica Intelligent Cloud Services. You can also use
Online Support to log a case. Online Support requires a login. You can request a login at
https://network.informatica.com/welcome.
The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at https://www.informatica.com/services-and-training/support-services/contact-us.html.
Preface 5
Chapter 1
Introducing Administrator
Use Administrator to manage your organization's usage, create and edit schedules, monitor events, and
troubleshoot security issues.
Organization
Configure settings for your organization such as password requirements, trusted IP addresses,
connection properties storage, time zone and email notification settings for tasks, and CLAIRE™
recommendation preferences.
Metering
View metering information such as job limits, usage, and Informatica processing unit (IPU) balances.
Estimate your future usage.
Runtime environments
Download and install Secure Agents. Create and configure Secure Agent groups.
For information about Secure Agents, Secure Agent groups, and downloading and installing a Secure
Agent, see Runtime Environments.
Configure settings for the microservices that the Secure Agent uses for data processing such as the
Data Integration Server and Common Integration Components service.
For information about Secure Agent services and their configuration, see Secure Agent Services.
Schedules
Create schedules to run tasks or taskflows at specified times or at regular intervals. Define a blackout
period in which no scheduled tasks or jobs in your organization can run.
For information about schedules and organization blackout periods, see Chapter 4, “Schedules” on page
14.
Event monitoring
Monitor events for the assets, users, and Secure Agents in your organization through the asset and
security logs.
For information about asset and security logs, see Chapter 5, “Event monitoring” on page 19.
6
Chapter 2
Organizations
An organization is a secure area within the Informatica Intelligent Cloud Services repository that stores your
user accounts, data integration assets such as mappings and tasks, and information about jobs and security.
By default, the organization that you create when you start your free trial is a production organization.
Users with the Administrator role manage the organization. Log in to Informatica Intelligent Cloud Services
as an Admin user to invite users to join your organization, create and manage schedules, and monitor
activities related to assets and security.
Organization properties
Configure properties for your organization on the Organization page. To access the Organization page, in
Administrator, select Organization.
• General properties such as organization name, description, number of employees, and address
information.
7
• Authentication information and connection properties storage.
• Data Integration service properties such as the time zone and default addresses for email notifications.
• CLAIRE™ recommendation preferences. If enabled, CLAIRE provides design time recommendations based
on collected metadata.
Overview information
Property Description
ID ID assigned to your organization when it was created. You cannot change an organization
ID.
Environment Type Environment type for the organization, either Production, QA, Development, or Sandbox.
When you create your organization by starting your free trial, the environment type is
Production.
There is no difference in functionality among the environment types.
Address information
Use the address properties to specify the street address, zip code, state, and country of the organization.
History information
The organization history information displays the date and time that the organization was created, the
user who created the organization, the date and time that the organization was last updated, and the
user who last updated the organization. Informatica Intelligent Cloud Services updates the history
information when you make changes to the organization.
Authentication properties
You can configure authentication properties for your organization. Authentication properties control
password restrictions and IP address filtering.
Password restrictions are enforced when users create or change their passwords. If you change the
password expiration date from "never" to a number of days, then users with passwords that are older than the
number of days will be required to change their passwords the next time that they log in to Informatica
Intelligent Cloud Services.
8 Chapter 2: Organizations
The following table describes the authentication properties:
Property Description
Minimum Minimum password length required for a valid password. Must be a number between 4 and 12
Password characters.
Length
Session Idle Amount of time before a user's session times out due to inactivity. Informatica Intelligent Cloud
Timeout Services displays a warning message to the user 60 seconds before the user is logged out.
Default is 30 minutes.
Allowed Trusted The trusted ranges of IP addresses from which users can log in to access the organization.
IP Ranges Informatica Intelligent Cloud Services supports IP address formats in IP version 4 (IPv4) and
version 6 (IPv6).
Fields for the trusted IP address range appear when you enable IP address filtering. To enter
additional address ranges, click +.
Note: If you enter an invalid IP address range, users cannot access your organization. Contact your
network administrator for valid IP address ranges.
Informatica Cloud
When you store connection properties with Informatica Intelligent Cloud Services, the connection
properties are always available. Informatica Intelligent Cloud Services backs up connection properties
regularly as part of standard backup procedures.
Organization properties 9
Local Secure Agent
You might store connection properties with a local Secure Agent if you need the connection properties to
reside within your firewall. When you enable this option, the properties for all connections that are listed
on the Connections page are stored with the local agent.
You can store connection properties with one Secure Agent. Connection properties are stored in the
following directory:
When you store properties with a local Secure Agent, the Secure Agent must be running so that tasks
can run and users can work with connections. Back up connection properties regularly to prevent loss of
data. A best practice is to back up connection properties after you change the location or the encryption
key for connection properties.
Informatica Intelligent Cloud Services uses CBC (Cipher Block Chaining) mode 256 AES encryption to
store the connections.
Informatica Intelligent Cloud Services generates an encryption key to secure connection properties
stored with a Secure Agent. You can use a randomly generated password or you can enter a custom
password as the basis for the encryption key.
Use a custom password when you want to update the encryption key periodically. You can change the
custom password when you want to update the encryption key.
You can change where you want to store connection properties. When you do this, Informatica Intelligent
Cloud Services moves the connection properties to the appropriate location.
Jobs properties
Property Description
Schedule A small amount of time that is added to schedule start times to help prevent server overload at
Offset standard schedule start times. An organization has a single schedule offset that is applied to all
schedules. The schedule offset does not affect the start time of manually started tasks or
taskflows. You cannot change the schedule offset.
Even though it is not displayed in the schedule details, the schedule offset for your organization is
added to the time range configured for all schedules. This ensures that scheduled tasks run as
often as expected. For example, you configure a schedule to run every hour from 8:00 a.m. to
12:00 p.m., and the schedule offset for your organization is 15 seconds. Your schedule runs at
8:00:15, 9:00:15, 10:00:15, 11:00:15, and 12:00:15.
Time Zone Time zone used to display job execution time stamps in email notifications.
Configure the default email notifications properties to set the default email addresses to use for job
failure, warning, and success messages. Enter one or more valid email addresses. Separate email
addresses with a comma (,) or semicolon (;).
10 Chapter 2: Organizations
You can also set email notification properties at the task level. When you set email notifications in a task
or taskflow, Informatica Intelligent Cloud Services sends email to the addresses in the task or taskflow
instead of the addresses configured for the organization.
The default setting for CLAIRE recommendations is "Enabled." When you disable CLAIRE recommendations,
recommendations are disabled for all users within your organization. You can enable or disable
recommendations for your organization at any time.
When you enable CLAIRE recommendations, Data Integration users can disable recommendations for
individual mappings in the mapping designer.
Organization properties 11
Chapter 3
Metering
The metering and estimator dashboards display all the data processing information for your organization at
once, such as usage, spending, and estimated costs.
The Free edition of Data Integration has monthly usage limits. You can calculate your estimated monthly
costs on the Estimator page. To enable unlimited data processing, click Upgrade to CDI-PayGo..
Detailed metering statistics are available for the following types of processing:
• Data Integration data for data transfer tasks, mappings, and mapping tasks
• Data Loader tasks
• Advanced Pushdown Optimization (PDO) for data processing that is pushed to the database
You can view detailed metering statistics on the Metering tab of the Metering page. The Metering page
displays the following types of usage information per monthly billing period:
12
• Current usage based on compute hours and rows processed
• Total usage based on compute hours and rows processed
• Current consumption to date of compute units and rows processed
Schedules
You can create schedules to run tasks or taskflows at specified times or at regular intervals. You can also
define a blackout period during which scheduled tasks or jobs do not run.
Data Integration comes with some system-configured schedules. You can also create your own schedules.
Create schedules and configure blackout periods on the Schedules page in Administrator. After you create a
schedule, you can associate it with tasks and taskflows in Data Integration.
When you create a schedule, you specify the date and time. You can configure a schedule to run associated
assets throughout the day between 12:00 a.m. and 11:55 p.m. Informatica Intelligent Cloud Services might
add a small schedule offset to the start time, end time, and all other time configurations. As a result,
scheduled tasks and taskflows might start later than expected. For example, you configure a schedule to run
hourly until noon, and the schedule offset for your organization is 10 seconds. Informatica Intelligent Cloud
Services extends the end time for the schedule to 12:00:10 p.m., and the last hourly task or taskflow starts at
12:00:10 p.m. To see the schedule offset for your organization, check the Schedule Offset organization
property for the Data Integration Service.
To associate a schedule with a task or taskflow, edit the task or taskflow. For example, to associate a
schedule with a mapping task, edit the mapping task in Data Integration, and select the schedule on the
Schedules page.
When you copy a task or taskflow that includes a schedule, the schedule is not associated with the new
asset. To associate a schedule with the new asset, edit the asset.
You can monitor scheduled tasks from the All Jobs page in Monitor. Scheduled tasks do not appear on
the My Jobs page.
Delete a schedule
Note: You cannot delete a schedule that is used in a task or taskflow. Remove the schedule from all
tasks and taskflows before you delete the schedule.
14
Configuring a blackout period
A blackout period prevents all scheduled tasks and taskflows in the organization from running during a
specified period of time. You can configure one blackout period for an organization.
If a task is scheduled to run during a blackout period, the task instance will not be started during the blackout
period, and it will not restart automatically when the blackout period ends. After the blackout period, task
instances will resume according to the schedule. If a task is already running when a blackout period starts, it
will not be stopped.
To configure a blackout period, in Administrator, select Schedules, and then click Blackout Period. The
blackout period is displayed on the Schedules page.
Repeat frequency
The repeat frequency determines how often tasks run. You can set the repeat frequency to every N minutes,
hourly, daily, weekly, biweekly, or monthly.
Option Description
Every N Tasks run on an interval based on a specified number of minutes. You can configure the following
minutes options:
- Repeat frequency. Select a frequency in minutes. Options are 5, 10, 15, 20, 30, 45.
- Days. Days of the week when you want tasks to run. You can select one or more days of the week.
- Time range. Hours of the day when you want tasks to start. Select All Day or configure a time range.
You can configure a time range between 00:00-23:55.
- Repeat option. The range of days when you want tasks to run. You can select Repeat Indefinitely or
configure an end date and time.
Hourly Tasks run on an hourly interval based on the start time of the schedule.
You can configure the following options:
- Repeat frequency. Select a frequency in hours. Options are 1, 2, 3, 4, 6, 8, 12.
- Days. Days of the week when you want tasks to run. You can select one or more days of the week.
- Time range. Hours of the day when you want tasks to start. Select All Day or configure a time range.
You can configure a time range between 00:00-23:55.
- Repeat option. The range of days when you want tasks to run. You can select Repeat Indefinitely or
configure an end date and time.
Daily Tasks run daily at the start time configured for the schedule.
You can configure the following options:
- Repeat frequency. The frequency at which you want tasks to run. Select Every Day or Every Weekday.
- Repeat option. The range of days when you want tasks to run. You can select Repeat Indefinitely or
configure an end date and time.
Weekly Tasks run on a weekly interval based on the start time of the schedule.
You can configure the following options:
- Days. Days of the week when you want tasks to run. You can select one or more days of the week.
- Repeat option. The range of days when you want tasks to run. You can select Repeat Indefinitely or
configure an end date and time.
If you do not specify a day, the schedule runs regularly on the same day of the week as the start date.
Biweekly Tasks run every two weeks based on the start time of the schedule.
You can configure the following options:
- Days. Days of the week when you want tasks to run. You can select one or more days of the week. You
must select at least one day.
- Repeat option. The range of days when you want tasks to run. You can select Repeat Indefinitely or
configure an end date and time.
If you configure a biweekly schedule to start at 5 p.m. on a Tuesday and run tasks every two weeks on
Mondays, the schedule begins running tasks on the following Monday.
Monthly Tasks run on a monthly interval based on the start time of the schedule.
You can configure the following options:
- Day. Day of the month when you want tasks to run. You can configure one of the following options:
- Select the exact date of the month, between 1-28. If you want the task to run on days later in the
month, use the <n> <day of the week> option.
- Select the <n> <day of the week>. Options for <n> include First, Second, Third, Fourth, and Last.
Options for <day of the week> includes Day, and Sunday-Saturday.
Tip: With the Day option, you can configure tasks to run on the First Day or the Last Day of the month.
- Repeat option. The range of days when you want tasks to run. You can select Repeat Indefinitely or
configure an end date and time.
When you create a schedule, you select the time zone for the scheduler to use. You can select a time zone
that is different from your time zone or your organization time zone.
When Daylight Savings time goes into effect, tasks scheduled to run between 2:00 a.m. and 2:59 a.m., do not
run the day that the time changes from 2:00 a.m. to 3:00 a.m. If a task is scheduled to run biweekly at 2 a.m.,
it will run at 3 a.m. the day of the time change and at 2 a.m. for the next run.
16 Chapter 4: Schedules
Daylight Savings Time does not trigger additional runs for tasks that are scheduled to run between 1:00 a.m. -
1:59 a.m. when Standard Time begins. For example, a task is scheduled to run every day at 1:30 a.m. When
the time changes from 2 a.m. to 1 a.m., the task does not run again at 1:30 a.m.
Tip: To ensure that Informatica Intelligent Cloud Services does not skip any scheduled runs near the 2 a.m.
time change, do not schedule jobs to run between 12:59 a.m. and 3:01 a.m.
Configuring a schedule
Configure a schedule on the Schedules page. For mapping tasks and data loader tasks, you can also create a
new schedule when you configure the task. You can configure a schedule to run once or at a specific interval
and to run indefinitely or until a specified end time.
Property Description
Configuring a schedule 17
Property Description
Time Zone Select the time zone for the schedule to use. The time zone can differ from the organization
time zone or user time zone.
Repeats Repeat frequency for the schedule. Select one of the following options:
- Does Not Repeat
- Every N Minutes
- Hourly
- Daily
- Weekly
- Biweekly
- Monthly
Default is Does Not Repeat.
4. Click Save.
To resolve this issue, change the schedule to allow the task to complete before starting the next task run.
18 Chapter 4: Schedules
Chapter 5
Event monitoring
You can monitor events for the assets, users, and Secure Agents in your organization through the asset and
security logs.
Asset log
• Events for assets such as when an asset was created, updated, copied, or deleted and the name of
the user who modified the asset.
• Events related to licenses such as when a license was added, removed, or changed.
To open the asset log, in Administrator, select Logs, and then select Asset Logs at the top of the page.
Security log
• Authentication events for users such as when a user in the organization logged in to or out of
Informatica Intelligent Cloud Services.
• Events for Secure Agents and organizations such as when each agent was created or updated, when
organization information was updated, and the name of the user who modified the agent or
organization.
To open the security log, in Administrator, select Logs, and then select Security Logs at the top of the
page.
19
The following image shows the asset log:
Asset logs display events for the past 90 days. Security logs display events for the past 400 days.
You can customize the properties that are displayed in the logs in the following ways:
• To hide a column, right-click the column heading area and uncheck the column that you want to hide.
• To sort the log events, click the column heading for the property that you want to sort by. To reverse the
sort order, click the column heading again.
• To search the logs for specific events, enter the search string in the Find field. You can search for an
object name or event type.
Troubleshooting security
I received the following security violation error:
There may have been a security violation while accessing the site. Verify that there are
no malicious scripts running in your browser. This error also appears when you submit
the form multiple times through a browser reload.
This error appears when you click an option on a page while the page is still loading from a previous click.
Click the Here link to return to Data Integration.
When I try to view the details about an object, such as a connection or replication task, the Object
Not Found page displays.
The object was recently deleted. The Object Not Found page appears when an object no longer exists.
Refresh the page to display current objects.
21
Index
A L
Administrator service login denied
overview 6 troubleshooting 21
asset logs
maximum log entries 10
viewing 19
M
maintenance outages 5
B metering
organizations 12
blackout period payment information 13
configuring for the organization 15 viewing usage details 12
viewing usage graphs 12
monitoring
C events 19
CLAIRE
recommendation preferences 11
Cloud Application Integration community
O
URL 4 organizations
Cloud Developer community authentication properties 8
URL 4 CLAIRE recommendation preferences 11
connections Data Integration Service properties 10
storing properties 9 general properties 8
metering 12
overview 7
D properties 7
schedule offset 10
Data Integration community session idle timeout 8
URL 4 storing connection properties 9
Daylight Savings Time types 7
schedules 16
P
E passwords
encryption key password expiration 8
for connection properties 9 minimum character mix 8
events minimum length 8
monitoring 19 reuse 8
payment information
updating 13
I
Informatica Global Customer Support
contact information 5
R
Informatica Intelligent Cloud Services repeat frequency
web site 4 description 17
IP address filtering schedules 15
configuring 8
S
schedules
associating with tasks or taskflows 14
22
schedules (continued)
configuring 17 T
configuring a blackout period 15 time zones
Daylight Savings Time 16 description 16
deleting 14 troubleshooting
description 14 security 21
monitoring scheduled tasks 14 trust site
repeat frequency 15 description 5
schedule offset 10 trusted IP ranges
time zones 16 configuring 8
Secure Agent
storing connection properties 9
security
troubleshooting 21 U
security logs upgrade notifications 5
maximum log entries 10 usage information
viewing 19 viewing 12
session idle timeout
configuring 8
status
Informatica Intelligent Cloud Services 5 W
system status 5 web site 4
Index 23