Informatica® Cloud Data Profiling

July 2024

Getting Started
Informatica Cloud Data Profiling Getting Started
July 2024
July 2024
© Copyright Informatica LLC 2016, 2024

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Publication Date: 2024-07-11

Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Product Availability Matrices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 1: Getting Started with Informatica Cloud Data Profiling. . . . . . . . . . . . . . 6

Chapter 2: System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Enabling CORS in Internet Explorer 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 3: Installing Secure Agents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Secure Agent installation on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Secure Agent requirements on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Downloading and installing the Secure Agent on Windows. . . . . . . . . . . . . . . . . . . . . . . . 14
Configure the proxy settings on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Configure a login for a Windows Secure Agent Service. . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Secure Agent installation on Linux. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Secure Agent requirements on Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Downloading and installing the Secure Agent on Linux. . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Configure the proxy settings on Linux. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 4: Connection Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Configuring a connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Object search and selection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Chapter 5: Project Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Creating projects and project folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Creating assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 6: Editing your user profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 7: Switching to a different organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Table of Contents 3
Preface
Refer to Getting Started for information about how to begin using Data Profiling. Getting Started explains how
to configure a runtime environment, create connections to data sources, and begin a project.

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 Network
The Informatica Network is the gateway to many resources, including the Informatica Knowledge Base and
Informatica Global Customer Support. To enter the Informatica Network, visit
https://network.informatica.com.

As an Informatica Network member, you have the following options:

• Search the Knowledge Base for product resources.

• View product availability information.
• Create and review your support cases.
• Find your local Informatica User Group Network and collaborate with your peers.

Informatica Knowledge Base

Use the Informatica Knowledge Base to find product resources such as how-to articles, best practices, video
tutorials, and answers to frequently asked questions.

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.

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.

4
Informatica Product Availability Matrices
Product Availability Matrices (PAMs) indicate the versions of the operating systems, databases, and types of
data sources and targets that a product release supports. You can browse the Informatica PAMs at
https://network.informatica.com/community/informatica-network/product-availability-matrices.

Informatica Velocity
Informatica Velocity is a collection of tips and best practices developed by Informatica Professional Services
and based on real-world experiences from hundreds of data management projects. Informatica Velocity
represents the collective knowledge of Informatica consultants who work with organizations around the
world to plan, develop, deploy, and maintain successful data management solutions.

You can find Informatica Velocity resources at http://velocity.informatica.com. If you have questions,
comments, or ideas about Informatica Velocity, contact Informatica Professional Services at
ips@informatica.com.

Informatica Marketplace
The Informatica Marketplace is a forum where you can find solutions that extend and enhance your
Informatica implementations. Leverage any of the hundreds of solutions from Informatica developers and
partners on the Marketplace to improve your productivity and speed up time to implementation on your
projects. You can find the Informatica Marketplace at https://marketplace.informatica.com.

Informatica Global Customer Support

You can contact a Global Support Center through the Informatica Network or by telephone.

To find online support resources on the Informatica Network, click Contact Support in the Informatica
Intelligent Cloud Services Help menu to go to the Cloud Support page. The Cloud Support page includes
system status information and community discussions. Log in to Informatica Network and click Need Help to
find additional resources and to contact Informatica Global Customer Support through email.

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

Getting Started with Informatica

Cloud Data Profiling
You can create a data profiling project in just a few steps.

Step 1. Check system requirements

Make sure that you are using a compatible browser when you design your projects. Check the Informatica
Intelligent Cloud Services Product Availability Matrix for operating systems, databases, and other systems
that Data Profiling supports.

Step 2. Configure a runtime environment

A runtime environment is the execution platform for running tasks. A runtime environment consists of one or
more Secure Agents. A Secure Agent is a lightweight program that runs tasks and enables secure
communication across the firewall between your organization and Informatica Intelligent Cloud Services. You
must have at least one runtime environment in each organization so that users in the organization can run
tasks.

Use a Secure Agent group to access data on-premises. A Secure Agent group contains one or more Secure
Agents. The agents in a group run within your network or in a cloud computing services environment such as
Amazon Web Services or Microsoft Azure.

To create a Secure Agent group, download and install the Secure Agent. You can install one Secure Agent on
each physical or virtual machine. Each agent that you install is added to its own group by default. Based on
your license, you can add multiple agents to a group to balance workloads and improve scalability.

Step 3. Create a connection

Before you can create a data profiling task, you need to create a connection. When you configure the
connection, you specify the connector that enables the exchange of data between the profile and source
object.

Step 4. Create your project

Create a project folder and folders to contain the assets that you need for your project. If you do not create
any project or folder, data profiling saves the data profiling tasks in the Default project.

6
Chapter 2

System Requirements
Use one of the following browsers when you work with Data Profiling:

• Google Chrome 62 and higher

• Microsoft Internet Explorer 11
Note: To use Internet Explorer 11, you must enable cross-origin support (CORS) in the browser.
• Mozilla Firefox (64-bit) 56 and higher

For more information about system requirements, see the Product Availability Matrix (PAM) for Data
Profiling. The PAM indicates the versions of operating systems, databases, and other types of data sources
and targets that a product release supports. You can access the PAM on Informatica Network at
https://network.informatica.com/community/informatica-network/product-availability-matrices/.

Enabling CORS in Internet Explorer 11

Informatica Intelligent Cloud Services requires that cross-origin support (CORS) be enabled in Internet
Explorer 11. In Internet Explorer 11, CORS is not enabled by default.

Note: Some company security policies restrict the ability of users to enable CORS in a web browser. Before
you update these settings, verify that your company or IT department allows you to change the CORS
settings.

1. Open Internet Explorer 11.

2. On the Tools menu, select Internet Options.

7
 3. On the Security tab, click Trusted sites, and then click Sites as shown in the following image:

4. In the Trusted Sites dialog box, add the Informatica Intelligent Cloud Services domain to the zone, and
click Add.

8 Chapter 2: System Requirements

 For example, the following image shows the domain https://*.informaticacloud.com added to the
zone:

5. Click Close.

Enabling CORS in Internet Explorer 11 9

 6. In the Security level for this zone area on the Security tab, click Custom level as shown in the following
image:

10 Chapter 2: System Requirements

 7. In the Security Settings - Trusted Sites Zone dialog box, scroll down to the Miscellaneous heading, and
enable Access data sources across domains as shown in the following image:

8. Click OK.
9. If prompted, confirm that you want to change the settings for the zone.
10. Click OK.
11. Restart Internet Explorer and re-open Informatica Intelligent Cloud Services.

Enabling CORS in Internet Explorer 11 11

Chapter 3

Installing Secure Agents

You can install Secure Agents on Windows or Linux.

Secure Agent installation on Windows

On Windows, the Secure Agent runs as a Windows service. When you install the Secure Agent, you also install
the Informatica Cloud Secure Agent Manager.

By default, the Secure Agent starts when you start Windows. You can stop and restart the Secure Agent using
the Secure Agent Manager or Windows Services. If you install the Secure Agent on a different volume than
you use to run the installation program, you must start and stop the Secure Agent from Windows Services.

You can also use the Secure Agent Manager to check the Secure Agent status and configure proxy
information. The Secure Agent works with BASIC, DIGEST, and NTLMv2 proxy authentication.

You can launch the Secure Agent Manager from the Start menu or desktop icon. When you close the Secure
Agent Manager, it minimizes to the Windows taskbar notification area for quick access.

When you install a Secure Agent, you perform the following tasks:

1. Verify that the machine meets the minimum requirements.

2. Download the Secure Agent installer files.
3. Install and register the Secure Agent.

Secure Agent requirements on Windows

You can install the Secure Agent on any machine that has internet connectivity and can access Informatica
Intelligent Cloud Services.

Verify the following requirements before you install the Secure Agent on Windows:

• The Secure Agent machine uses a supported operating system. For the list of supported operating
systems for the Secure Agent, see the
Product Availability Matrix (PAM) for Informatica Intelligent Cloud Services on the Knowledge Base.
• The Secure Agent machine has the Microsoft Visual C++ 2015 Redistributable.
• The Secure Agent machine has at least 4 CPU cores, 16 GB RAM, and at least 5 GB of free disk space.
• The Secure Agent machine is on a volume with at least 250GB disk space, with at least 5 GB free space or
three times the size of the Secure Agent installation, whichever is greater.
• The account you use to install the Secure Agent has access to all remote directories that contain flat
source or target files.

12
• No other Secure Agent is installed on the machine. If another Secure Agent is installed on the machine,
uninstall it first.
For more information about Secure Agent requirements, see this article:
https://knowledge.informatica.com/s/article/526096

Configure the firewall

If your organization uses a protective firewall, include the Informatica Intelligent Cloud Services domain
name or IP address ranges in the list of approved domain names or IP addresses. To ensure that the Secure
Agent can perform all necessary tasks through the firewall, enable the port that the Secure Agent uses.

The Secure Agent uses port 443 (HTTPS) to connect to the internet. Configure your firewall to allow traffic to
pass over port 443.

The allowlists of domains and IP addresses can vary according to your data center, which is also called a
POD (Point of Deployment). You can identify your POD through the URL that appears when you open any
service in Informatica Intelligent Cloud Services. The first few characters of the URL string identify the POD.
For example, if the URL starts with usw3.dm-us.informaticacloud.com, your POD is USW3.

For the allowlists of Informatica Intelligent Cloud Services domains and IP addresses for different PODs, see
Pod Availability and Networking in the documentation portal or click the link at the top of the Runtime
Environments page in Administrator.

For information on the IP address ranges that you need to add to your list of approved IP addresses for AWS,
see this Knowledge Base article on Informatica Network. You can follow this Knowledge Base article for
receiving notifications on updates made to the article.

For information on the IP address ranges that you need to add to your list of approved IP addresses for
Azure, see this Knowledge Base article on Informatica Network. You can follow this Knowledge Base article
for receiving notifications on updates made to the article.

For information on the IP address ranges that you need to add to your list of approved IP addresses for GCP,
see this Knowledge Base article on Informatica Network. You can follow this Knowledge Base article for
receiving notifications on updates made to the article.

Secure Agent permissions on Windows

A Secure Agent requires certain permissions to transfer data between sources and targets.

When you install a Secure Agent on Windows, the Secure Agent must be part of the local Administrators
group.

Configure Windows settings

Before you use the Secure Agent on Windows, configure proxy settings and a Windows Secure Agent service
login.

You can configure proxy settings in Secure Agent Manager. Configure a login for the Windows Secure Agent
service on Windows.

Note: If you use the Secure Agent for Informatica Cloud Data Wizard, you do not need to configure proxy
settings or a Windows service login for the Secure Agent.

Secure Agent installation on Windows 13

 Downloading and installing the Secure Agent on Windows
To install the Secure Agent on a Windows machine, you must download and run the Secure Agent installation
program and then register the agent.

Secure Agent registration requires an install token. To get the install token, copy the token when you
download the agent or use the Generate Install Token option in Administrator. The token expires after 24
hours.

Before you download and install the Secure Agent, verify that no other Secure Agent is installed on the
machine. If any other Secure Agent exists, you must uninstall it.

Tip: To verify the checksum of the Secure Agent installation program, use the agent REST API version 2
resource. For more information about the agent resource, see REST API Reference.

1. Open Administrator and select Runtime Environments.

2. On the Runtime Environments page, click Download Secure Agent.
3. Select the Windows 64-bit operating system platform, copy the install token, and then click Download.
The installation program is downloaded to your machine. The name of the installation program is
agent64_install_ng_ext.<agent core version>.exe.
4. Run the installation program as an Administrator:
a. Specify the Secure Agent installation directory, and click Next.
b. Click Install to install the agent.
The Cloud Secure Agent dialog box opens and prompts you to register the agent as shown in the
following image:

5. If you did not copy the install token when you downloaded the agent, click Generate Install Token on the
Runtime Environments page in Administrator, and copy the token.

14 Chapter 3: Installing Secure Agents

 6. In the Secure Agent Manager, enter the following information, and then click Register:

Option Description

User Name User name that you use to access Informatica Intelligent Cloud Services.

Install Token Token that you copied.

The Secure Agent Manager displays the status of the Secure Agent. It takes a minute for all of the
services to start.

7. If your organization uses an outgoing proxy server to connect to the internet, enter the proxy server
information.
8. Close the Secure Agent Manager.
The Secure Agent Manager minimizes to the taskbar and continues to run as a service until stopped.

Configure the proxy settings on Windows

If your organization uses an outgoing proxy server to connect to the internet, the Secure Agent connects to
Informatica Intelligent Cloud Services through the proxy server. The Secure Agent installer configures the
proxy server settings for the Secure Agent based on settings configured in the browser. You can change the
proxy server settings through the Secure Agent Manager.

Contact your network administrator for the correct proxy settings.

1. In the Secure Agent Manager, click Proxy.

2. To enter proxy server settings, click Use a Proxy Server.
3. Enter the following information:

Field Description

Proxy Host Required. Host name of the outgoing proxy server that the Secure Agent uses.

Proxy Port Required. Port number of the outgoing proxy server.

User Name User name to connect to the outgoing proxy server.

Password Password to connect to the outgoing proxy server.

4. Click OK.
The Secure Agent Manager restarts the Secure Agent to apply the settings.

Configure a login for a Windows Secure Agent Service

On Windows, configure a network login for the Secure Agent service. The Secure Agent can access the
network with the privileges and permissions associated with the login.

Configure a login for the Secure Agent machine to allow the Secure Agent to access directories to configure
and run tasks. When you configure connections, configure tasks, and run tasks that use flat file or FTP/SFTP
connection types, the Secure Agent might require read and write permissions on the related directories.

Secure Agent installation on Windows 15

 For example, to browse to a directory to configure a flat file or FTP/SFTP connection, the Secure Agent login
might require permission to access the directory. Without a Secure Agent login with the appropriate
permissions, Informatica Intelligent Cloud Services cannot display the directory in the Browse for Directory
dialog box.

1. Go to the Services window from the Windows Administrative tools.

2. In the Services window, right-click the Informatica Cloud Secure Agent service and choose Properties.
3. In the Properties dialog box, click the Log On tab.
4. To configure a login, select This Account.
5. Enter an account and password.
Use an account with the required privileges and permissions for the network security defined for the
domain. By default, the account format is <domain name>\<user name>.
6. Click OK.
7. In the Services window, restart the Secure Agent service for the changes to take effect.

Secure Agent installation on Linux

On Linux, the Secure Agent runs as a process. You can use a shell command line to install, register, start,
stop, and uninstall the Secure Agent.

You can also use the shell command line to check the Secure Agent status.

When you install a Secure Agent, you perform the following tasks:

1. Verify that the machine meets the minimum requirements.

2. Download the Secure Agent installer files.
3. Install and register the Secure Agent.

Consider the following guidelines:

• Create a specific user profile to install the Secure Agent with full access to all folders from the Secure
Agent installation directory. Don't install the Secure Agent as the root user.
• You can't install more than one Secure Agent on the same machine under the same user account. Multiple
agents may exist under different user accounts.
• Don't install the Secure Agent on any node within the Informatica domain.

For more information about Secure Agent requirements, see this KB article:
IICS Minimum requirements and best practices when installing Informatica Cloud Secure Agent.

Secure Agent requirements on Linux

You can install the Secure Agent on any machine that has internet connectivity and can access Informatica
Intelligent Cloud Services. Before you install the Secure Agent on Linux, verify the system requirements.

Verify the following requirements before you install the Secure Agent on Linux:

• Verify that the machine uses a supported operating system. For the list of supported operating systems
for the Secure Agent, see the Product Availability Matrix (PAM) for Informatica Intelligent Cloud Services
on the Knowledge Base.
• Verify that the machine has at least 11 GB free disk space.

16 Chapter 3: Installing Secure Agents

• Verify that the libidn.x86_64 package is installed.
If the package isn't present, install it using the following command: sudo yum install libidn.x86_64
Note: The command to install the package might vary based on your Linux distribution.
• Verify that the libidn.so.* libraries are installed.
If the libraries aren't present, install them using the following commands:
• For 64-bit systems: cd /usr/lib/x86_64-linux-gnu
• For 32-bit systems: cd /usr/lib/i386-linux-gnu
After installing the libraries, create a symbolic link using the following command:
sudo ln -s libidn.so.12 libidn.so.11

• The account that you use to install the Secure Agent must have access to all remote directories that
contain flat source or target files.
• If you use PowerCenter, install the Secure Agent using a different user account than the account you used
to install PowerCenter.
Informatica Intelligent Cloud Services and PowerCenter use some common environment variables. If the
environment variables are not set correctly for Informatica Intelligent Cloud Services, your jobs might fail
at run time.
For more information about Secure Agent requirements, see this article:
https://knowledge.informatica.com/s/article/526096

Configure the firewall

If your organization uses a protective firewall, include the Informatica Intelligent Cloud Services domain
name or IP address ranges in the list of approved domain names or IP addresses. To ensure that the Secure
Agent can perform all necessary tasks through the firewall, enable the port that the Secure Agent uses.

The Secure Agent uses port 443 (HTTPS) to connect to the internet. Configure your firewall to allow traffic to
pass over port 443.

The allowlists of domains and IP addresses can vary according to your data center, which is also called a
POD (Point of Deployment). You can identify your POD through the URL that appears when you open any
service in Informatica Intelligent Cloud Services. The first few characters of the URL string identify the POD.
For example, if the URL starts with usw3.dm-us.informaticacloud.com, your POD is USW3.

For the allowlists of Informatica Intelligent Cloud Services domains and IP addresses for different PODs, see
Pod Availability and Networking in the documentation portal or click the link at the top of the Runtime
Environments page in Administrator.

For information on the IP address ranges that you need to add to your list of approved IP addresses for AWS,
see this Knowledge Base article on Informatica Network. You can follow this Knowledge Base article for
receiving notifications on updates made to the article.

For information on the IP address ranges that you need to add to your list of approved IP addresses for
Azure, see this Knowledge Base article on Informatica Network. You can follow this Knowledge Base article
for receiving notifications on updates made to the article.

For information on the IP address ranges that you need to add to your list of approved IP addresses for GCP,
see this Knowledge Base article on Informatica Network. You can follow this Knowledge Base article for
receiving notifications on updates made to the article.

Secure Agent installation on Linux 17

 Secure Agent permissions on Linux
A Secure Agent requires certain permissions to transfer data between sources and targets.

When you install a Secure Agent on Linux, the Secure Agent must have read/write/execute permissions for
the installation directory.

Downloading and installing the Secure Agent on Linux

To install the Secure Agent on a Linux machine, you must download and run the Secure Agent installation
program and then register the agent.

Secure Agent registration requires an install token. To get the install token, copy the token when you
download the agent or use the Generate Install Token option in Administrator. The token expires after 24
hours.

When you register the agent, it is added to its own Secure Agent group by default. You can add the agent to a
different Secure Agent group.

Before you download and install the Secure Agent, verify that no other Secure Agent is installed on the
machine using the same Linux user account. If there is, you must uninstall it.

Tip: To verify the checksum of the Secure Agent installation program, use the agent REST API version 2
resource. For more information about the agent resource, see REST API Reference.

1. Open Administrator and select Runtime Environments.

2. On the Runtime Environments page, click Download Secure Agent.
3. Select the Linux 64-bit operating system platform, copy the install token, and then click Download.
The installation program is downloaded to your machine. The name of the installation program is
agent64_install_ng_ext.<agent core version>.bin.
4. Save the installation program to a directory on the machine where you want to run the Secure Agent.
Note: If the file path contains spaces, the installation might fail.
5. From a shell command line, navigate to the directory where you downloaded the installation program
and enter the following command:
./agent64_install_ng_ext.bin -i console
6. When the installer completes, navigate to the following directory:
<Secure Agent installation directory>/apps/agentcore
7. To start the Secure Agent, enter the following command:
./infaagent startup
The Secure Agent Manager starts. You must register the agent using the user name that you use to
access Informatica Intelligent Cloud Services. You must also supply the install token.
8. If you did not copy the install token when you downloaded the agent, click Generate Install Token on the
Runtime Environments page in Administrator, and copy the token.
9. To register the agent, in the <Secure Agent installation directory>/apps/agentcore directory, enter
one of the following commands using your Informatica Intelligent Cloud Services user name and the
token that you copied:
• To add the agent to its own Secure Agent group, use the following command:
./consoleAgentManager.sh configureToken <user name> <install token>

18 Chapter 3: Installing Secure Agents

 • To add the agent to an existing Secure Agent group, use the following command:
./consoleAgentManager.sh configureTokenWithRuntime <user name> <install token>
<Secure Agent group name>
Note: If the command includes a Secure Agent group name that doesn't exist, the Secure Agent is not
assigned to a group. Be sure to use a valid Secure Agent group name.
The following table lists the command options:

Option Description

User Name Required. Informatica Intelligent Cloud Services user name of the user installing the Secure
Agent.

Install Token Required. The install token that you copied.

Secure Agent Optional. Include when you want to add the agent to an existing Secure Agent group
group name instead. If this option isn’t included in the command, the agent will be in its own Secure
Agent group.

You can check the registration status of a Secure Agent using the following command:
./consoleAgentManager.sh isConfigured

Configure the proxy settings on Linux

If your organization uses an outgoing proxy server to connect to the internet, the Secure Agent connects to
Informatica Intelligent Cloud Services through the proxy server. The Secure Agent installer configures the
proxy server settings for the Secure Agent based on settings configured in the browser. Update the proxy
server settings from the command line and in the Administrator service.

1. Open a command prompt and navigate to the following directory:

<Secure Agent installation directory>/apps/agentcore
2. Use a shell command that updates the proxy.ini file. Contact the network administrator to determine
the proxy settings.
Use the following command to update the proxy.ini file:
./consoleAgentManager.sh configureProxy <proxy host> <proxy port> <proxy user name>
<proxy password>
3. Log in to Informatica Intelligent Cloud Services.
4. Open the Administrator Service and select Runtime Environments.
5. Select the Secure Agent for which you want to configure a proxy server.
6. On the upper-right corner of the page, click Edit.
7. In the System Configuration Details section, set the Service property to Data Integration Server and set
the Type property to DTM.
8. Add the parameters that you require to any available JVMOption field and specify appropriate values for
each parameter.

Secure Agent installation on Linux 19

 The following table describes the parameters that you can add:

Parameter Description

-Dhttp.proxyHost= Host name of the outgoing HTTP proxy server.

-Dhttp.proxyPort= Port number of the outgoing HTTP proxy server.

-Dhttp.proxyUser= Authenticated user name for the HTTP proxy server. This is required if the proxy
server requires authentication.

-Dhttp.proxyPassword= Password for the authenticated user. This is required if the proxy server requires
authentication.

-Dhttps.proxyHost= Host name of the outgoing HTTPS proxy server.

-Dhttps.proxyPort= Port number of the outgoing HTTPS proxy server.

-Dhttps.proxyUser= Authenticated user name for the HTTPS proxy server. This is required if the proxy
server requires authentication.

-Dhttps.proxyPassword= Password for the authenticated user. This is required if the proxy server requires
authentication.

Example for HTTP:

JVMOption1=-Dhttp.proxyHost=<proxy_server_hostname>
JVMOption2=-Dhttp.proxyPort=8081
JVMOption3=-Dhttp.proxyUser=<proxy_user_name>
JVMOption4=-Dhttp.proxyPassword=<proxy_password>
Example for HTTPS:
JVMOption1=-Dhttps.proxyHost=<proxy_server_hostname>
JVMOption2=-Dhttps.proxyPort=8081
JVMOption3=-Dhttps.proxyUser=<proxy_user_name>
JVMOption4=-Dhttps.proxyPassword=<proxy_password>

9. Click Save.
The Secure Agent restarts to apply the settings.

20 Chapter 3: Installing Secure Agents

Chapter 4

Connection Configuration
When you create a data profiling task, you need a connection to the source object. You can create a
connection in Administrator service.

For most connection types, when you configure a connection, you specify the runtime environment for the
connection. The runtime environment must contain an agent that is running when you configure the
connection. For other connection types, you specify the runtime environment when you configure the task.

This section includes general information about setting up a connection. For more information about
connections and for specific information about configuring Flat File and FTP connections, see Connections.
For specific information about other connection types, see the Data Integration Connector topics in the
Connectors section of the Data Integration help.

Configuring a connection
You can configure a connection on the Connections page in Administrator service.

To access the Connections page, in Administrator, select Connections.

1. Configure the following connection details:

Connection detail Description

Connection Name Name of the connection.

Each connection name must be unique within the organization. Connection names can
contain alphanumeric characters, spaces, and the following special characters: _ . + -
Maximum length is 100 characters. Connection names are not case sensitive.

Description Description of the connection.

Maximum length is 255 characters.

Type Type of connection, such as Salesforce or Oracle.

2. Configure the connection-specific properties. For example, if this is a Flat File connection type, enter the
runtime environment to be used with the connection, the directory where the flat file is stored, the date

21
 format for date fields in the flat file, and the code page of the system that hosts the flat file. The
following image shows the property fields for a flat file connection:

3. To test the connection, click Test. The results of the test display on the page, as shown in the following
image:

If a database connection fails, contact the database administrator.

4. Click Save to save the connection.

Object search and selection

You can search for the source object when you select a connection for a data profiling task.

When you search for an object, the Select Object dialog box displays the first 200 objects available for the
connection. You can select one of the objects or you can enter a search string. To begin a search, click
Search or press Enter.

A search returns a maximum of 200 objects. If your search returns 200 objects without displaying the object
that you want to use, enter a more specific search string.

22 Chapter 4: Connection Configuration

You can use the object search at any time, but you must use the object search when the selected connection
returns more than 200 objects.

Use the following guidelines when you enter a search string:

• Use an asterisk (*) as a wildcard character.

• Use quotation marks (") to perform an exact search. An exact search is case-sensitive.
• You can use the following search parameters based on the connection type:

Connection type Search parameters

Databases Name

Flat File Name

Object search and selection 23

Chapter 5

Project Setup
Create projects and project folders on the Explore page to organize your assets. After you have set up the
runtime environment and connections that are required for a project, you can create the assets for the
project.

The Explore page does not support the following characters:

# ? ` | { } " ^ & [ ] / \
Do not use these characters in project, folder, asset, or tag names.

Creating projects and project folders

Projects can contain multiple folders that you can use to organize the assets used in the project. Create
projects using the Explore page.

To create a project, go to the Explore page and select to explore by projects and folders, and then click New
Project.

To create a project folder, go to the Explore page and open the project, and then click New Folder.

24
 You can create one level of folders in a project. You cannot create folders within folders.

For more information about working with projects, see Asset Management.

Creating assets
You can create data profiling tasks in Data Profiling. You can create and run a data profiling task on a data
source to determine the quality of data and understand the completeness, conformity, and consistency of
data.

To create a data profiling task, click New and then select Data Profiling Task.

The following image shows the New dialog box:

For more information about creating a data profiling task, see Data Profiling.

Creating assets 25
Chapter 6

Editing your user profile

Your user profile contains the details of your Informatica Intelligent Cloud Services user account.

You can update the following information in your profile:

• First and last name

• Job title
• Email address
• Phone number
• Time zone (used in the job execution time stamps on the All Jobs, Running Jobs, My Jobs, Import/Export
Logs, and My Import/Export Logs pages)
• Password
• Security question and answer

Note: If you use SAML to sign on to Informatica Intelligent Cloud Services and your organization
administrator has enabled SAML group and role mapping on the SAML Setup page in Administrator, you can
only update the time zone. The other attributes are updated directly from your enterprise directory each time
you log into Informatica Intelligent Cloud Services.

1. Click the User icon in the top right corner of the Informatica Intelligent Cloud Services window and then
select Profile.
2. On the Profile page, add or edit personal information such as your name, job title, phone number, and
time zone.
3. To update your email address, click Update Email.
Informatica Intelligent Cloud Services sends a verification email to your new email address. The email
contains a link that is valid for 24 hours. When you click the link in the email, the new address is verified,
and it appears in your profile. If the link expires, you can resend the verification email.
4. Optionally, change your password or security question.
5. Click Save.

26
Chapter 7

Switching to a different
organization
If you are an administrator in a parent organization or a user in a parent organization that has privileges to
view sub-organizations, you can switch among organizations. You do not have to log out and log back in to
Informatica Intelligent Cloud Services.

Note: If you switch from a parent organization to a sub-organization, you can't perform the following
operations in the sub-organization:

• Create or import data transfer tasks

• Create or import dynamic mapping tasks
• Validate or run taskflows
To switch to a different organization:

u From the Organization menu in the upper right corner, select the organization that you want to view.

27
Index

A I
allowlist Informatica Global Customer Support
Secure Agent domains 13, 17 contact information 5
Secure Agent IP addresses 13, 17 Internet Explorer 11
assets requirements 7
creating 25

L
B Linux
browser configuring proxy settings 19
requirements 7 lookups
searching in a task wizard 22

C
connections
O
configuring properties 21 object search
creating 21 in a task wizard 22
testing 21 organizations
creating switching to another organization 27
assets 25
folders 24
projects 24
P
passwords

D POD
changing 26

directories how to identify 13, 17

configuring Secure Agent login to access 15 Product Availability Matrix 7
profiles
editing 26

E projects
creating 24
email addresses creating folders 24
for notification 26 proxy settings
configuring on Linux 19
configuring on Windows 15

F
firewall
configuration 13, 17
R
folders requirements
creating 24 browser 7
Internet Explorer 11 7
Product Availability Matrix 7

G Secure Agent 12, 16

runtime environments
getting started configuring 6
activities 6

S
search
for objects for a task wizard 22

28
Secure Agent groups system requirements 7
definition 6
Secure Agent Manager
launching 12
Secure Agents
T
communication port 13, 17 targets
configuring a Windows service login 15 searching in a task wizard 22
definition 6 time zones
domains allowlist 13, 17 changing user profile 26
installing on Linux 18
installing on Windows 14
IP address allowlist 13, 17
permissions on Linux 18
U
permissions on Windows 13 user profiles
registering on Linux 18 editing 26
registering on Windows 14
requirements on Linux 16
requirements on Windows 12
starting on Windows 12
W
security questions Windows
editing 26 configuring proxy settings 15
sources Windows service
searching in a task wizard 22 configuring Secure Agent login 15
sub-organizations
switching to another organization 27

Index 29