IBM Information Server

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IBM Information Server

IBM Information Server Administration Guide

Version8Release1

SC18-9929-01

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IBM Information Server

IBM Information Server Administration Guide

Version8Release1

SC18-9929-01

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Note

Beforeusingthisinformationandtheproductthatitsupports,readtheinformationin“Notices”onpage145.

©CopyrightInternationalBusinessMachinesCorporation2007,2008.

USGovernmentUsersRestrictedRights–Use,duplicationordisclosurerestrictedbyGSAADPScheduleContract

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Chapter 1. Administration overview

InIBM^®InformationServer,youcanadministerand manageusers,roles,sessions, security,logs,andschedules.Boththeconsoleand theWebconsoleprovideglobal administrationcapabilities.

Security administration

Youcanadministersecurityinthefollowingareas:

Accesscontrol

Providerole assignmentsand specifywhattheusercando.

Userandgroupcreationorupdate

IftheIBMInformationServerinternaluserdirectory isused, youcan createorupdateusersandgroups.

Activesessionmanagement

Viewcurrentactivesessions,managesession limits,andforceoneorall userstodisconnect.

IBM InformationServer leveragesWebSphere^®ApplicationServer forthedirectory and authenticationprocess.IBM InformationServer usestheWebSphere

ApplicationServerconfigurationforuser andgroupaccessandauthentication and supportsalluser registriesthataresupportedbyWebSphereApplicationServer.

IBM InformationServer alsoprovidesa customWebSphereApplicationServeruser registry.Tostore usersand groupsintherepository,youcanusethiscustom registryinsteadof externaldirectories.

WebSphereInformationAnalyzer, WebSphereDataStage^™,andWebSphere QualityStageusers

WebSphereInformationAnalyzer,WebSphereDataStage,and WebSphere

QualityStagerequire thatthereisavalidoperatingsystemuser idonthecomputer where theengine tierisinstalled.For eachIBMInformationServeruserthatneeds toaccesstheIBMInformationServerengine,youmustmaptheIBMInformation Server usercredentialstovalidoperatingsystemuser credentialsthatexistonthe engine tier.Toadministersecurityfortheseusers,youcaneitherspecifythatthe user registryisshared betweentheoperatingsystemuserregistryandtheinternal user registry,oryoucanmapthecredentialsforeachuser.

Sharingtheuserregistry

IftheIBMInformationServeruser registryisthesameastheenginetier user registry,youcansharetheuser registry.Youmust configureand ensurethattheoperatingsystemwheretheengine tierisinstalledusesthe same userregistryasIBMInformationServer.IfIBMInformationServeris configuredtousetheinternaluser registry,youcannotsharetheuser registry.

Credential mapping

Iftheoperatingsystemwheretheengine tierisinstalledisnotusingthe same userregistryastheWebSphereApplicationServer,youmustmapthe credentialsona userbyuserbasisorbyspecifying adefaultengine tier localoperatingsystem usernameandpasswordthatisusedforallusers who donothavedefinedcredentialmappings.

©CopyrightIBMCorp.2007,2008 1

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Licensing administration

IntheWebconsole,youcanadministertheinstalledlicensesandview alistofthe featuresandunitcountsthatareassociatedwith alicensedcomponentofIBM InformationServer.Additionally,youcanupdatethelicensesfor certainsuite components.

Logging administration

Youcanmanagelogs acrossallof theIBM InformationServer suitecomponents.

The consolesprovidea centralplacetoviewlogsand resolveproblems.Logsare stored inthemetadatarepository,and eachIBMInformationServersuite

componentdefinesrelevantloggingcategories. Loggingadministrationincludes thefollowingareas:

Loggingconfiguration

Asuiteadministratorspecifieswhichloggingcategoriesandseveritylevels ofloggingeventsareloggedin themetadatarepository.

Loggingquery

Createlogviewstoretrieveandquerytheloggedeventsthathavebeen stored inthemetadatarepository.

Scheduling administration

Manyofthesuitecomponentsuseschedulingcapabilities.For example,areport runandananalysis jobinWebSphereInformationAnalyzer arescheduledtasks.

Typically,youcreate,update, andmanage theseschedulesinthesuitecomponent.

For example,youcreatea schedulefora columnanalysisjobtorunweeklyin a WebSphereInformationAnalyzerprojectintheconsole.

Asa suiteadministrator,youmightalsowanttohaveaglobalview ofallofthe scheduledactivitiesthatarecreatedbyeachofthesuitecomponentstoensurethat enough resourcesareavailabletoprocess theseschedulesandtomonitor whois schedulingtasks andwithwhatfrequency.

ToadministerschedulingforIBMInformationServer,youcanqueryallofthe schedulesthatare definedacrossallofthesuitecomponents,check theirstatus, history,and forecast,performmaintenancetasks suchaspurging theschedule executionhistory,andstop orstartexistingschedulestopreventsystemoverload.

Whenadministeringscheduling,youcannotcreatenewschedulesorupdatethe schedulefrequency.Thesetaskscanbeperformedonlyfromthesuitecomponent and consoles.

Relatedconcepts

SupportedWebSphereApplicationServerregistries

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Chapter 2. IBM WebSphere DataStage administration

For detailedIBMWebSphereDataStage administrationinformation,refertoIBM WebSphereDataStageadministrationguides.

Table1.WebSphereDataStageadministrationguides

Title Description

AdministratorClientGuide DescribestheWebSphereDataStage administratorclientandprovides

instructionsaboutperformingsetup,routine maintenanceoperations,andadministration ontheWebSphereDataStageengine.

DesignerClientGuide DescribestheWebSphereDataStagedesigner clientandgivesageneraldescriptionofhow tocreate,design,anddevelopaWebSphere DataStageapplication.

DirectorClientGuide DescribestheWebSphereDataStagedirector clientandinstructstheuserhowtovalidate, schedule,run,andmonitorWebSphere DataStageparalleljobsandserverjobs.

NationalLanguageSupportGuide Containsinformationaboutusingthe nationallanguagesupport(NLS)features thatareavailableinWebSphereDataStage whenNLSisinstalled.

By default,whenyouinstall thedocumentationinWindows^®,it isavailable from theStartmenu.InUNIX^®andotherplatforms,thePDFdocumentationforthe suiteisinstalledin\IBM\InformationServer\Documentation.Youcanalso finda completesetof thePDFdocumentationforthesuiteontheIBMInformation Server PDFCDthatisincludedwith theinstallationsoftware.

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Chapter 3. IBM WebSphere Application Server administration

Whileyoucanperform mostadministrationtasks intheconsoleorWebconsole, youmightneed tochangetheuser registryconfiguration,troubleshootthe application, andtunetheperformance directlyinWebSphereApplicationServer.

YoucanfindinformationaboutWebSphereApplicationServerat publib.boulder.ibm.com/infocenter/wasinfo/v6r0/index.jsp

For detailedIBMWebSphereApplicationServer administrationinformation,refer tothefollowingadministrationtopics.

Table2.WebSphereApplicationServeradministrationtopics

Task Link

ConfiguringWebSphereApplicationServer userregistries

publib.boulder.ibm.com/infocenter/

wasinfo/v6r0/topic/

com.ibm.websphere.base.doc/info/aes/ae/

tsec_useregistry.html WebSphereApplicationServer

troubleshooting

publib.boulder.ibm.com/infocenter/

wasinfo/v6r0/topic/

welc6toptroubleshooting.html WebSphereApplicationServerlogfiles publib.boulder.ibm.com/infocenter/

wasinfo/v6r0/topic/

ttrb_mglogs.html

Performancetuning publib.boulder.ibm.com/infocenter/

wasinfo/v6r0/topic/

tprf_tuneprf.html

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Chapter 4. Opening the IBM Information Server console

TheIBM InformationServer consoleisa rich-client-basedinterfaceforactivities suchascreatingandmanagingprojects,settingproject-levelsecurity,analyzing datawith IBMWebSphereInformationAnalyzer,enabling informationservices with IBMWebSphereInformationServicesDirector,and runningreports.Toopen theconsole,double-click thedesktopiconorselecttheprogramfromthestart menu.

Tostart theIBMInformationServerconsole:

1. FromtheWindows startmenu,selectStart →AllPrograms→IBMInformation Server→ IBMInformation ServerConsole.

2. Intheloginwindow,type yourusernameandpassword.

3. ClickOK.

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Chapter 5. Opening the IBM Information Server Web console

TheIBM InformationServer Webconsole(″theWebconsole″)isabrowser-based interface foradministrativeactivitiessuchasmanagingsecurityandcreating views of scheduledtasks.IntheWebconsole,youcanperform administrationtasks, reporting tasks,andthetasksthatareassociatedwith WebSphereBusiness

Glossary andtheInformationServicescatalog.ToopentheWebconsole,youtype theURLintoa Webbrowser.

Prerequisites

v AWebbrowser.Fora informationaboutsupportedbrowsers,seetheIBM InformationServer systemrequirementsatwww.ibm.com/software/data/

integration/info_server/overview/requirements.html

v “ConfiguringyourWebbrowsertoworkwiththeWebconsole”

Tostart theIBMInformationServerWebconsole:

1. IntheWebbrowser,entertheURLfortheWebconsole.TheURLisintheform host_server:port. host_serveristheURLorIPaddressofthecomputerwhere WebSphereApplicationServerisinstalledandportistheportnumber thatis assignedtotheWebconsole.Thedefaultportnumberis9080.

2. Intheloginpageof theWebconsole, typeyouruser nameand password.

3. ClickOK toopentheHometab.

Configuring your Web browser to work with the Web console

TheIBM InformationServer WebconsoleissupportedwithbothMicrosoft^® Internet ExplorerandMozilla Firefox.Youmust completethese stepsinyour preferredWebbrowserbefore youusetheWebconsole.

Prerequisites

v FordetailsaboutWebbrowsersversionsthatare supported,seetheIBM InformationServer systemrequirementsatwww.ibm.com/software/data/

integration/info_server/overview/requirements.html

Configuring Microsoft Internet Explorer 6.0 and 7.0 to work with the Web console

ToconfigureMicrosoft InternetExplorertoworkwith theWebconsole:

1. EnableJavaScript^™:

a. ChooseTools→InternetOptions,and ontheSecuritytab, clickCustom Level.

b. IntheSettingswindow,selectScripting→ ActiveScripting→Enable.

2. SetthebrowsertoacceptcookiesfortheIBMInformationServerhostsite.

a. ChooseTools→InternetOptions.

b. OnthePrivacytab, clicktheSitesbutton.

c. IntheAddressofWeb sitefield,entertheIBMInformationServerhost name.

d. ClickAllow.

e. ClickOK.

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3. Enablepop-upsfortheURLoftheWebconsole:

a. ChooseTools→Pop-upBlocker→ Pop-upBlockerSettingsorturnoffthe Pop-upBlocker.

b. Ifyouselectedthesettings,typetheURLandclick Add.

Note: Third-partypop-upblockers mightalsoneed tobedisabledor configuredtoallowpop-upsforthissite.

4. Specifythatpages refreshwith everyvisittothepage:

a. ChooseTools→InternetOptionsandontheGeneraltab,clickSettings.In MicrosoftInternet Explorerversion6,selectSettingsintheTemporary Internetfiles section.InMicrosoft InternetExplorerversion7,select SettingsintheBrowsinghistorysection.

b. SelectEverytimeIvisitto thewebpageorAutomaticallyand clickOK.

5. Optional: DisablethedisplayoffriendlyHTTPerrormessages:

a. ChooseTools→InternetOptions.

b. OntheAdvancedtab,clearBrowsing→ ShowfriendlyHTTPerror messages.

Configuring Internet Explorer to work with the Web console on Microsoft Windows Server 2003

IfyouarerunningMicrosoftInternet ExploreronacomputerthathasMicrosoft Windows Server2003running, youmight needtocompleteanadditional step.In this scenario,if youarebrowsing toaWebconsolebyusingitshostname,suchas http://<hostname>:9080,youmustaddtheWeb site(http://<hostname>)tothe trusted sitezonesinInternet Explorer.

Toaddthewebsitetothetrusted sitezones:

1. InMicrosoftInternet Explorer,chooseTools→ InternetOptions.

2. IntheSecuritytab,selecttheTrustedSiteszone.

3. ClickSites.

4. IntheTrustedSiteswindow,entertheURLashttp://<hostName>andclick Add.

Youdo notneedto completethisstep ifyourclient computerisalso yourserver and youare browsingtotheserverbyusingtheURLhttp://localhost:9080,orif youareusingMozillaFirefox.

Configuring Mozilla Firefox to work with the Web console

ToconfigureMozilla Firefoxversion2.xtoworkwiththeWebconsole:

1. EnableJavaScript:

a. ChooseTools→Options,andontheContent tab,clickEnable JavaScript.

2. SetthebrowsertoacceptcookiesfortheIBMInformationServerhostsite.

a. ChooseTools→Options.

b. OnthePrivacytab, clicktheAcceptcookiesfromsitesoptionorclick Exceptionsandaddthesitetotheallowedsitelistbyenteringthe hostnameandclickingAllow.

3. Enablepop-upsfortheURLoftheWebconsole:

a. ChooseTools→Options.

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b. SelecttheContentstabandeithercleartheBlockpop-upwindows option orclickExceptionsandaddthesitetotheallowedlistbyenteringthe hostnameand clickingAllow.

Viewing report results in a Web browser

ToensurethatreportresultsopencorrectlyinMicrosoftInternetExplorer,modify thefollowingsettings:

1. IntheInternetExplorertoolbar,clickTools→InternetOptions.

2. On theSecuritytab, clickInternet.

3. On theSecuritytab, clickCustomLevel.

4. IntheSecuritySettingsdialogbox,scrollto Automaticpromptingforfile downloadsunderDownloadsandselectEnable.

5. ClickOK.

6. ClickOK.

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Chapter 6. IBM Information Server console overview

TheIBM InformationServer consoleisa rich-client-basedinterfaceforactivities suchascreatingandmanagingprojects,settingproject-levelsecurity,analyzing datawith IBMWebSphereInformationAnalyzer,enabling informationservices with IBMWebSphereInformationServicesDirector,and runningreports.

TheIBM InformationServer console(the″console″)isarich-client-basedinterface thatyoucanuseforactivitiessuchasprofilingdataanddeveloping

service-orientedapplications.

IntheIBMInformationServerconsole, youcancompletethefollowingtasks:

v Createaproject

v Setupproject-levelsecurity v Analyzeinformation

– Analyzecolumns

– Analyzeprimary keysandforeignkeys – Analyzeacrossdomains

v Enableinformationservices – Connecttoproviders

– Developprojects,applications,services,andoperations – Deployservices

v Runreports

v Createviewsofscheduledtasks andloggedmessages v Troubleshootjobs

Relatedtasks

“Customizingtheconsole”onpage31

TheIBMInformationServerconsoleintegratesmultiplesuitecomponentsintoa unifieduserinterface.Tocustomizetheconsole,youcansetuserpreferences, createshortcuts,createnotes,and changeyourpassword.

Main areas of the console

TheIBM InformationServer consoleprovides workspacesthatyouuseto

investigate data,deployapplicationsandWeb services,andmonitorschedulesand logs.

Inthefollowingtopics,bothWebSphereInformationAnalyzerandWebSphere InformationServicesDirectorwere installed.Some featuresmight notbeavailable if youhaveonlyoneproductmoduleinstalled.

Relatedtasks

“Customizingtheconsole”onpage31

TheIBMInformationServerconsoleintegratesmultiplesuitecomponentsintoa unifieduserinterface.Tocustomizetheconsole,youcansetuserpreferences, createshortcuts,createnotes,and changeyourpassword.

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Chapter7, “Settingupa projectintheconsole,”onpage27

Intheconsole, aprojectisalogicalcontainerforallofthetasksthatcanbe performedinasuitecomponent.Multiple userscancontributetoa projectand viewthestatusofa projectovertime.

My Home workspace

Whenyouopentheconsole, theMy Homeworkspaceisshown.Inthisworkspace, youcanaccessgettingstartedinformationandyoucanaccessprojects.

The followingfigure showstheMyHomeworkspace.Youcancustomizethe sectionsthatappearintheworkspace.

Thisworkspacecontainsthefollowingsections:

Getting Started pane

The GettingStarted panedescribeshow toworkin aproductmodule,suchashow toworkinIBM InformationServer WebSphereInformationAnalyzer.The

informationthatisdisplayedcorresponds totheproductmodulesthatyouhave installed.

Figure1.TheMyHomeworkspaceintheIBMInformationServerconsole

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Manytopicsin theGettingStartedpane havea linkthatopenstherelatedtaskand a linkthatopenstheinformationcenterformoreinformation(the″Learnmore″

link).

Projects pane

IntheProjectspane,youcanselecta projecttoopen.Multipleuserscancontribute toand workonaprojectintheconsole.Thispaneshowsalistof alloftheprojects thatyouhaveaccessto.

Ifyouselecta WebSphereInformationAnalyzerprojectfromtheProjects pane,you canseethestatusofthatprojectintheprojectdetailssection.

Relatedtasks

“CustomizingtheMyHomeworkspace”onpage31

Youcancustomize theMyHomeworkspaceto showorremoveinformationin theGettingStarted pane,projectinformation,and favoritereports.Youcanalso addorremovecontentpanesforthesuitecomponentsthatareinstalled.

Workspace Navigator

Theprimary meansofnavigatingthroughtheworkspacesistheWorkspace Navigator. TheWorkspaceNavigatorisa seriesofmenus thatyouusetomove through workspaces.

TheWorkspaceNavigatorconsistsof fivenavigationmenus. Eachnavigationmenu contains linkstoworkspacesthatyouusetocompletetasks.Theworkspacesthat

Figure2.TheGettingStartedpane

Figure3.TheProjectspane

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are availabledependontheproductmodulethatyouareworking in.Some

navigationmenus mightbe emptyif aparticularcomponenthasnotbeeninstalled.

Eachworkspacecorrespondstoa navigationmenu.For example,ifyouopenthe projectpropertiesworkspace,theOverviewnavigationmenuishighlighted.You canview allopenworkspacesthatareassociatedwiththecurrentnavigationmenu thatisselected.Youcannotviewanyopenworkspacesthatareassociatedwitha navigationmenuthatisnotselected.

Whenyouselecta linkand openaworkspace,thenumberonthenavigationmenu indicates howmanyworkspacesare openpermenu.Forexample,ifthedashboard workspaceandtheprojectpropertiesworkspaceareopen,thenumber2 is

displayed ontheOverviewnavigationmenu.

The typesoftasks thatareavailabledepend ontheproductmoduleandproject thatyouareworkingwith. Thefollowinglistdescribes thetypeoftasksthatare available ineachofthemenus.

Homenavigationmenu

Contains configurationand metadatatasks.For example,ifyouhave WebSphereInformationServicesDirector installed,youcansetup

connectionstoavailableinformationprovidersintheInformationServices Connectionworkspace.

Overviewnavigationmenu

Contains theprojectdashboard andProjectPropertiesworkspace.For example,youspecifyprojectdetailsintheProjectPropertiesworkspace.

Investigatenavigationmenu

Contains informationdiscoveryanddataprofilingtasks.For example,if youhaveWebSphereInformationAnalyzerinstalled,youcanrunacolumn analysis jobintheColumnAnalysisworkspace.

Developnavigationmenu

Contains datatransformationandinformationservicesenablement tasks.

For example,ifyouhaveWebSphereInformationServicesDirector installed,youdesign,create,anddevelop applicationsintheInformation ServicesApplicationworkspace.

Figure4.TheWorkspaceNavigatorontheIBMInformationServerconsoletoolbar

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Operatenavigation menu

Contains jobschedulingtasks,loggingtasks,andinformationservices application tasks.Forexample,youcreateviewsoflogged messagesinthe LogViewworkspace.

Project menu

AbovetheWorkspaceNavigator, youcanaccesstheprojectmenutoopena project,movebetweenopenprojects,andcreateprojects.

Toopentheprojectmenu,clickthedrop-downmenu.

Youcanperformconfigurationandadministrativetasks,suchaslogging, scheduling,andreporting,outsideofthecontextofa projectintheconsole.

Toperform productmoduletasks,suchasinformationanalysisorservices

enablement,youmustfirst openaproject.Aprojectisalogicalcontainerforallof thetasks thatcanbe performedina productmodule.

Relatedtasks

Chapter7, “Settingupa projectintheconsole,”onpage27

Intheconsole, aprojectisalogicalcontainerforallofthetasksthatcanbe performedinasuitecomponent.Multipleuserscancontributetoa projectand viewthestatusofa projectovertime.

Palettes

Youcanusethepalettes toviewa historyofyour activitiesandtoopen

workspaces,accessshortcuts,and managenotes.Youcandock,float,oranchorthe palettes.By default,thepalettes arelocatedontheleft sideoftheconsole.

Toopenthepalettes,clickone ofthetabs.

Figure5.TheProjectmenuabovetheWorkspaceNavigator

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Notes Usethis palettetoviewthenotesthatareassociatedwith anobject.Notes are onlyavailable forsomeproductmodules.

Shortcuts

Usethis palettetogotoworkspacesorpanesforwhichyoupreviously createdshortcuts.

History

Usethis palettetoviewa listoftheworkspacesyouvisited.Thecurrentor mostrecentlyvisitedworkspaceisatthetopofthelist.

Open Workspaces

Thispaletteshowsallopenworkspaces.Project-specificworkspacesare grouped byproject.

Tohide thepalettes,clickoutsideofthepane.

Relatedtasks

“Workingwithpalettes”onpage32

Palettesare containersforconsoleshortcuts,workspacehistory,open workspaces,andnotes.Youcandock,float,andanchorthepalettes.

Project dashboard

Whenyouopenaproject,theprojectdashboard isdisplayed.

Figure6.ThePalettestabs

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WebSphereInformationAnalyzerandWebSphereInformationServicesDirector projects bothcontainadashboard.Thefollowingfigure showsanexampleofthe WebSphereInformationAnalyzerdashboard.

Use theDashboardtabtolearnmoreaboutthetaskworkflowand,forsome productmodules,toview thecurrentstatusoftheproject.Youcancustomizethe dashboard intheconsoletoaddorremovecontentpanes.For someproduct modules, youcanalsoconfigurethedashboardtoshowa setofchartsandgraphs thatare basedonunderlyingprojectinformation.

Relatedtasks

“Customizingtheprojectdashboard”onpage28

Youcancustomize theDashboardworkspaceintheconsoletoaddorremove contentpanes.For somesuitecomponents,youcanalsoconfigurethe

dashboardtoshowaset ofchartsandgraphsthatarebased onunderlying projectinformation.

Status bar

Afteryousubmitajobthatrequiresprocessing,thestatusbarisdisplayedat the bottomoftheworkspace.

Thestatusbarshowstheprogressof activities,errormessages,and warnings.You usethestatusbartomonitor anyjobs oractivitiesthatyouinitiated.

Thestatusbarcanbeinoneof thefollowingstates:

Closed

Whennoactivitiesarerunning,thestatusbarisclosed.

Figure7.TheProjectdashboardforWebSphereInformationAnalyzer

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Activityinprogress

Whenanactivityorjobisrunning,thestatusbarremainsclosedand displays agreenstatusindicatorthatmovesacrossthelength ofthebar.

Notification

Whenyouinitiate anactivityorwhenanactivity iscompleted, thestatus baropensbriefly andshowsdetailsaboutthestatusoftheactivity. When an activityisrunning,youcanview moreinformationaboutthestatusof theactivitybyrollingyourcursoroverthestatusbartoopenthestatus pane.Thestatuspane containsa largerprogressbar,summaryinformation abouttheactivity,and aDetailsbutton.Youcanrolloverthestatusbarat anytimetoview thestatusofthejobsoractivitiesthatyouinitiated.

Details

Toview informationaboutthestatusofan activity,clicktheDetailsbutton inthestatuspane.Youcanviewdetailssuchasthetimethattheactivity startedrunningandwhetherthereareanysystem warningsorerrors.The Details statelists alltheactivitiesand jobsthatyouinitiated.

Shortcuts

Toquickly returntoa taskatalatertime, youcancreateashortcut.

Tocreatea shortcuttotheopentask,clicktheShortcutbutton

.

Afteryoucreatetheshortcut, youcanclicktheShortcutstabtoreturn tothetask.

Relatedtasks

“Creatingshortcuts”onpage32

Youcancreateshortcutstoquickly accessfrequentlyusedworkspacesortasks.

Notes

Youcanusenotestocommentonobjects,provideinformationtootherusers,and identifyissuesforfurtherinvestigation.Notesare availabledependingonthesuite componentthatyouareworkingin.

Youcancreateorview notesbyusingthenotespaletteorclickingonanoteicon.

Noteiconsare locatedat thetopoftaskpanes.

Relatedtasks

“Creatingnotes”onpage33

Insomesuitecomponents,youcancreatenotes tocommentonanobject, provideinformationtootherusers,andflag issuesforfurtherinvestigation.

Figure8.TheShortcutstab

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Basic task flow in the workspaces

Even thoughyouperform differenttypesoftasksin aWebSphereInformation Analyzerprojectand aWebSphereInformationServicesDirector project,thebasic taskflowisthesame.

Thefollowingtopics describethebasic taskflowintheworkspaces.Thisexample showsthetaskflowinthecontextofcreatinga columnanalysisjobwith

WebSphereInformationAnalyzer.Thetypesoftasksandoptionsthatareavailable willvarybetweenWebSphereInformationAnalyzerprojectsandWebSphere InformationServicesDirectorprojects.

Select a task menu from the Workspace Navigator

Afteryouopenaproject,thefirst stepistoselectataskmenufromtheWorkspace Navigator.

TheWorkspaceNavigatorconsistsof fivenavigationmenus. Eachnavigationmenu contains linkstoworkspacesthatyouusetocompletetasks.Theworkspacesthat are availabledependonthesuitecomponentthatyouareworkingin.Some

navigationmenus mightbe emptyif aparticularcomponenthasnotbeeninstalled.

Selectthemenuthatcorresponds withthetypeoftaskyouwanttoperform.

Select the task that you want to perform from that menu

Next,youselectthetaskthatyouwanttoperform fromthetaskmenu.

Eachnavigationmenucontains alistofhigh-leveltasksthatyoucanperform.

Selectthetasktoopentheworkspacethatisassociatedwith thathigh-leveltask.

Figure9.Inthisexample,theuserselectstheInvestigatetaskmenu

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Select objects and a task in the workspace

Intheworkspace,youselectanitemtoworkwithfromtheobjectslistsand then selectataskto performfromtheTaskslist.

The objectlistcontainstheitemsthatyouperform thetaskson,suchasdata sources, applicationsand services,orlogviews.Theobjectlistcanalsocontains statusinformation,suchasthecompletionofanalysis orthecreationdateofa log view.

The Taskslistcontainsthetasksthatyoucanperform ontheselectedobjects.

Select anobjecttoworkwith intheobjectslist,asshowninthefollowingfigure.

And then,selectthetaskthatyouwanttoperform fromtheTaskslist.

Figure10.Inthisexample,theuserselectsColumnAnalysistoopentheColumnAnalysisworkspace

Figure11.ExampleofdatasourcesselectedintheColumnAnalysisworkspace’sobjectlist

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Tasks mightbe unavailableifyouhavenotyetselectedan object,orifthereisa prerequisite task.

Work in a task pane

Afteryouselecta taskfromtheTasks lists,ataskpaneopens. Inthetaskpane, youcanselectoptionsandprovidedetailstocompletethetask.

Notethatwhenthetaskpaneopens,theobjectlistandTaskslistarecollapsedat thetopoftheworkspace.Thefollowingfigure showstheRunColumnAnalysis taskpane.

Thecontent ofeachtaskpanediffers.Manytaskpanesrequirethatyouselect optionsandprovideadditionaldetails. Youcanalso schedulecertaintasks torun at specifiedtimesorintervals.Theasterisk(*)indicatesarequiredfield.

Whenyouhavecompletedthetask,clickSaveorSubmit.

Figure12.ExampleofselectingtaskfromtheTaskslistintheColumnAnalysisworkspace.

Figure13.TheRunColumnAnalysistaskpane

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Afteryousubmitajobthatrequiresprocessing,thestatusbarisdisplayedat the bottomoftheworkspace.

Reporting, scheduling, and logging in the console

The IBMInformationServer consolealso givesyouaccesstocommon administrativetasks,suchasreporting,scheduling,and logging.

Reporting

Youcanusethereportsworkspacetocreate,edit,orview areport.Areportshows thedetailsofanactivity thathasbeencompletedinthesuite.

Tocreatea report,youselecta reporttemplateandthen specifytheprojectthat youwanttoassociatewith thereport.Youthentypeparametersforthereportand choose theformatthatyouwantthereporttobecreatedinsuchasPDF,XML,or DHTML. Thereporttemplatesthatareavailable correspondto thecomponentsin thesuite.

Toeditareport,youselectthereportthatyouwanttomodify andthencreatea copy ofit.Youmakeanychangesinthecopy.

Reports canbesavedinthemetadatarepositoryand canbe accessedbyyouorby otherauthorized users.Youorotheruserscanusetheinformationinthereportsto completeothertasksintheproductmodules.

Youcanalsousethereportsworkspacetoview savedreportsthatwere generated in thesuiteandtoselectcertainreportsasyourfavorites. Tofindareport,youcan filterthelistofavailablereportsbythenamesoftheprojectsthattheyare

associatedwith orbythedatesonwhichthereportswerecreated.Ifyouselecta reportasa favorite,thereportisaccessibleinthereportfavoritespaneintheMy Homeworkspace.

Scheduling

Youcreatescheduleviewstoquerytheschedulesthatyoucreated elsewhereinthe suite.

Youcreatea scheduletodefinewhenanactivitywillruninthesuitecomponent thatyouareworkingin.Aschedulecontainsdetailsaboutwhentheactivitywill run, suchasa specifictimeorday.Schedulescanbe configuredtorunat anytime or onanydatethatyouspecify.Youcanalso configureschedulesto runrepeatedly or atdifferentintervals.

Ascheduleviewshowsinformationsuchasalistofavailable schedulesinthe suite,ahistoryofthescheduledtasksthathavecompleted,and aforecastof the schedulesthatwillrunat aspecific time.Youcancreatea queryinmultipleways:

byselectingthenameofa schedulethatyouwanttoview,theuserwho created theschedule, thedateonwhichtheschedulewillrun, orthedateonwhichthe schedulewascreatedorupdated.Youcanalso queryschedulesbythesuite componentthattheywere createdin.Youcanviewonlytheschedulesthatyou created.Asuiteadministratorcanviewall schedulesinthesuite.

Figure14.Statusbarshowingtheprogressofthecolumnanalysisjob

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Youcanmakea scheduleview privatetorestrictusersfromaccessingit.Schedule viewsthataremarked asprivate areavailableonlytotheuserwho createdthem.

Ifyouwantto makeascheduleviewavailable toallusers,youcanmarkitas shared.Asharedscheduleviewcanonlybeeditedbytheuser whocreatedthe schedulevieworbythesuiteadministrator.

Relatedconcepts

Chapter15,“Managingschedules,”onpage121

IntheWebconsole, youcanqueryalloftheschedulesthataredefinedacross allofthesuitecomponents,check theirstatus,history,and forecast,perform maintenancetasks suchaspurging thescheduleexecutionhistory,andstopor startexistingschedulestopreventsystemoverload.

Logging

Youcanconfigurelogviewstomanagethelogmessagesthataregeneratedwhen activitiesruninthesuite.

Youcreatelogviewstoquerylogmessages. Logmessages showdetailsaboutthe activitiesthatruninthesuite.Afteryoucreatealogview,youusefilterstorestrict theinformationinthelogview.Onlyasuiteadministratorcandeletelog

messages. Ifyouwanttodeletelogmessages,youselectthelogview thatcontains theinformationthatyouwanttoremove.

Youcanrestrictaccessto alogviewbymakingthelogviewprivate.Private log viewsareavailable onlytotheuser whocreatedthelogview.Ifyouwantalog view tobeavailable toallusers,youcansharethelogview.Sharedlogviewscan be editedonlybytheuserwhocreatedtheshared logvieworbyasuite

administrator.

Relatedconcepts

Chapter14,“Managinglogs,”onpage111

Youcanaccesslogged eventsfroma view,whichfilterstheeventsbasedon criteriathatyouset.Youcanalso createmultipleviews,eachofwhichshowsa differentsetofevents.

Relatedtasks

“Managingloggingviewsintheconsole”onpage113

Intheconsole, youcancreateloggingviews,accessloggedeventsfromaview, edita logview,andpurgelogevents.

Online help

Ifyouneedhelpwhenyouareworkingona task,pressF1toaccess

context-sensitivehelp,opentheinformationcenter,orfindspecific information aboutthetaskintheinstructionpane.

Context-sensitive help

Whenyouneed assistancewhileyouwork,pressF1toopencontext-sensitivehelp.

For example,fromtheprojectpropertiesworkspace,pressF1toopentheproject propertiesdocumentationintheinformationcenter.

Information center

Theinformationcenter isthisWeb-basedhelpsystem andknowledgebase,in whichyoucanfindconceptualandtask-based informationaboutthesuite,the console, andthetasksthatyoucancompleteintheconsole.Youcanalso access

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informationaboutalltheproductsthatyouhaveinstalled.

Instruction panes

Youcanfindinformationaboutthetaskintheinstructionpane.Aninstruction pane buttonappearsatthetopofmostpanesandtabs.Mostpanescontain instructionaltext.

Toshowtheinstructionaltext,click

(instructionpane).

Tohide theinstructionaltext, clicktheinstructioniconagain.

Figure15.Theinstructioniconhighlighted

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Chapter 7. Setting up a project in the console

Intheconsole,a projectisa logicalcontainer forallofthetasksthatcanbe performedina suitecomponent. Multipleuserscancontributetoaprojectand view thestatusofaprojectovertime.

Toset upaproject,youfirst createaprojectand providebasicprojectdetails.

Relatedconcepts

“Projectmenu”onpage17

AbovetheWorkspaceNavigator,youcanaccesstheprojectmenutoopena project,movebetweenopenprojects, andcreateprojects.

“Mainareasoftheconsole”onpage13

TheIBMInformationServerconsoleprovidesworkspacesthatyouuseto investigatedata,deployapplicationsandWebservices,andmonitor schedules andlogs.

Creating a project

Youmust firstcreatea project.Aprojectisa logicalcontainerforall ofthetasks thatcanbe performedina suitecomponent.

Prerequisites

Youmust havepermissionstocreatea project.Ifyoudonot,allprojectcreation menus andtasks aredisabled.

Tocreatea project:

1. On theFilemenuintheconsole,selectNewProject.

2. IntheNewProjectwindow,selectthetypeofprojectthatyouwanttocreate.

TheTypefieldappearsonlyifmorethanonesuitecomponentisinstalled.

3. Typea namefor theproject.

4. ClickOK.TheProjectPropertiesworkspaceopens.

Youcannowperform thefollowingtasks:

v “Modifyingprojectproperties”

v “Assigninguserstoaprojectand assigningroles”onpage75

Modifying project properties

Youcanviewand modifythepropertiesofyour project.

Prerequisites

Youmust haveprojectadministratorauthority.

Tomodify projectproperties:

1. On theOverview navigatormenu intheconsole, selectProject Properties.

2. Specifyinformationabouttheproject.

3. ClickSave All.

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Customizing the project dashboard

YoucancustomizetheDashboardworkspaceintheconsoletoaddorremove content panes.Forsomesuitecomponents,youcanalsoconfigure thedashboard toshowa setofchartsandgraphsthatarebased onunderlyingproject

information.

Tocustomize thedashboard foryourproject:

1. On theOverview navigatormenu intheconsole, selectDashboard.

2. IntheDashboardworkspace, click

(Configure).

3. Optional: ClickAddtoaddcontentpanestotheContentlist.Thecontentpanes thatareavailable dependonthesuitecomponentsthatare installed.

4. IntheConfigureDashboardwindow,selectthecontent panethatyouwantto modify.

5. For eachcontentpane,youcanmodifythelabelofthepaneandselectwhether ornotitappears ontheworkspace.Some contentpaneshaveadditional

configurationproperties.

6. ClickOK tosaveyourchanges.

Relatedconcepts

“Projectdashboard”onpage18

Whenyouopenaproject,theprojectdashboardisdisplayed.

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Chapter 8. Opening a project in the console

Youcanopena projecttoperformtasksthatareassociatedwith theproject’ssuite component, suchasinformationanalysis orinformationservicesenablement.

Prerequisites

Youoryour administratormustcreateandset upaproject.

Toopena project:

1. IntheProjectspaneoftheMy Homeworkspace,selecta projectfromthelist.

2. ClickOpen Project.TheDashboardworkspaceopens.

Youcanalsoopenprojects fromtheFilemenuortheWorkspaceNavigatormenu.

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Chapter 9. Customizing the console and the Web console

YoucancustomizeboththeIBMInformationServer consoleandtheIBM InformationServer Webconsoletobestsuityour wayofworking.

Customizing the console

TheIBM InformationServer consoleintegrates multiplesuitecomponentsintoa unifieduser interface.Tocustomizetheconsole,youcanset userpreferences, createshortcuts,createnotes,andchangeyour password.

Relatedconcepts

“Mainareasoftheconsole”onpage13

TheIBMInformationServerconsoleprovidesworkspacesthatyouuseto investigatedata,deployapplicationsandWebservices,andmonitor schedules andlogs.

Chapter6, “IBMInformationServerconsoleoverview,”onpage13

TheIBMInformationServerconsoleisarich-client-basedinterfaceforactivities suchascreating andmanagingprojects,settingproject-level security,analyzing datawithIBM WebSphereInformationAnalyzer,enablinginformationservices withIBM WebSphereInformationServicesDirector,andrunningreports.

Customizing the My Home workspace

YoucancustomizetheMy Homeworkspacetoshoworremoveinformationinthe GettingStartedpane, projectinformation,and favoritereports.Youcanalsoaddor removecontentpanesforthesuitecomponentsthatareinstalled.

Tocustomize theMy Homeworkspace:

1. On theHomenavigatormenu,selectMyHome.

2. IntheMyHomeworkspace,click

(Configure).

3. IntheConfigureMyHomewindow,selectthecontentpane thatyouwantto modify.

4. Optional: ClickAddtoaddcontentpanestotheContentlist.Thecontentpanes thatareavailable dependonthesuitecomponentsthatare installed.Suite componentpanesmight haveadditionalconfigurabledetails.

5. For eachcontentpane,youcanmodifythelabelofthepaneandspecify whetheritappears ontheMy Homeworkspace.

6. ClickOK toclosethewindow.

Relatedconcepts

“MyHomeworkspace”onpage14

Whenyouopentheconsole,theMyHomeworkspaceisshown. Inthis workspace,youcanaccessgettingstartedinformationand youcanaccess projects.

Modifying user preferences

Youcanmodifyuser preferencestobestsuityourwayofworking.For example, youcanspecifypreferencesforstartup,change thebehaviorofpanes,and customize thestatusbar.

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Tomodify userpreferences:

1. SelectEdit→ Preferences.

2. IntheUserPreferenceswindow,selectthetype ofpreferencesthatyouwantto modify.

3. Modifytheavailableoptions.

4. ClickOK toclosethewindowand saveyour changes.

Creating shortcuts

Youcancreateshortcutstoquicklyaccessfrequentlyusedworkspacesortasks.

Tocreatea shortcut:

1. On theworkspaceortask,click

(AddShortcut).

2. IntheAddtoShortcutswindow,type anamefortheshortcut.

3. Optional: ClickNewFoldertocreatea foldertoorganizeyourshortcuts.

4. Optional: Selectafoldertoaddyourshortcutto.Youcanalsodragfolders aroundinthelisttoreorderthemortonestthem.

5. ClickOK tosaveyourchanges.

YoucannowaccessyourshortcutontheShortcutspalette.

Relatedconcepts

“Shortcuts”onpage20

Toquicklyreturn toataskata latertime,youcancreatea shortcut.

Working with palettes

Palettes arecontainersforconsoleshortcuts,workspacehistory,openworkspaces, and notes.Youcandock,float,andanchorthepalettes.

By default,thepalettes aredockedontheleft sideoftheconsole. Whendocked, thepalettesdisplayasa setofverticaltabs.

Toopena palette,clickthetab.Youcanclick aworkspacetohidethepalettes again.

Topinthepalettetostayopen,click

(pin).

Torepositiona palette,right-click thetaborthetopbarofthepalette.

Relatedconcepts

“Palettes”onpage17

Youcanusethepalettestoview ahistoryofyouractivitiesandto open workspaces,accessshortcuts,andmanagenotes.Youcandock,float,or anchor thepalettes.Bydefault,thepalettesarelocatedontheleftsideoftheconsole.

Floating the palettes

Youcanfloatthepalettestomovethemasaseparate paneintheconsole.Youcan floatan individualpaletteoryoucanfloatthepalettesasagroup.

Tofloatthepalettesasa group,selectthetopbarof thepalettes anddragittoa new locationintheconsole.Youcanalsoselectanddraganindividual tabinthe palettes tojustfloatthattab.

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Floatedpalettescanbedockedbyclicking

(Dock),oranchoredbyclicking

(Anchor).

Anchoring the palettes

Youcananchorthepalettes toonesideoftheworkspace.Youcananchoran individual paletteoryoucananchorthepalettes ingroups.

Toanchorapalette,dragthepalettetotheoppositeedgeoftheworkspace.

Anchoredpalettes canbe stackedverticallyorgroupedtogetherinoneor more sets.

Anchoredpalettes canbe dockedbyclicking

(Dock), orfloatedbyclicking

(Float).

Toswitch thesideofthewindow thatthepalettes aredockedoranchoredto, selectthetopbarof thedockedpalettesanddragit totheothersideofthe workspace.

Creating notes

Insomesuitecomponents,youcancreatenotestocommentonanobject, provide informationtootherusers,andflagissuesforfurtherinvestigation.

Tocreatea note:

1. On thepane ortablethatyouwanttoaddthenote,click

(Note).

2. On theNotespalette,clickNew.New notesaresavedwhenyoucreatethem.

3. Inthetable,specifyinformationforthenote.Anychangesyoumaketoanote areautomaticallysaved.

4. IntheNotespalette,click Close.

Afteryoucreatethenote,youand otheruserscanaccessthenotebyclicking

(Note).

Relatedconcepts

“Notes”onpage20

Youcanusenotestocommentonobjects,provideinformationtootherusers, andidentifyissuesforfurtherinvestigation.Notesareavailable dependingon thesuitecomponentthatyouare workingin.

Refreshing an object list

Youcanrefreshanobjectlisttoview changesmadebyotherusers.

Torefreshanobjectlist,click

(Refresh)orright-click theheaderabovethe objectlist.

Changing your password

Youcanchangethepasswordthatyouusetologintotheserver.IfIBM InformationServer isconfiguredtoauthenticate againstan externaldirectory, passwordscannotbechanged.

Tochangeyour password,selectFile→ ChangePassword.

Chapter9.CustomizingtheconsoleandtheWebconsole 33

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Customizing the Web console

Youcanaccesssuiteadministrationand reportingtasks,informationabout deployed informationservices,andglossariesofinformationassetsintheIBM InformationServer Webconsole.TocustomizetheWebconsole,youcancustomize theHometabandchangeyour password.

Customizing the Home tab

YoucancustomizetheHometab.For example,youcanshowalistofthelatest reportresults.

Tocustomize theHomeworkspace:

1. On theHometab, selectCustomizeMy Home.

2. IntheCustomizeMyHomedialogbox,selectthecomponentsthatyouwantto displayontheleftandright sidesoftheHometab.

3. ClickSave toclosethedialogbox.

Changing your password

YoucanchangethepasswordthatyouusetologintotheWebconsole.

Tochangeyour password,click ChangePasswordandtypetherequired information.

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Chapter 10. Setting up security

Toadministersecurity,youconfiguretheuserregistry,controlaccesslevels,create orupdateusersandgroups, andmapcredentialsforIBM WebSphereDataStage and IBMWebSphereQualityStageusers.

Youmust alsoassignuserrolestoalluserswhowanttouseIBMInformation Server. Ifyouareusingtheinternalregistry,youmustcreateusersandassign privileges tothoseusers.Ifyouareusinganexternal registry,theusers

automaticallyshowupintheuserlistandyoumustassignrolestothose users.

IBM Information Server security overview

ThesecurityfeaturesofIBMInformationServerensurethatusershaveaccessto thefeaturesthattheyneed,whilealsoensuringthatusersdo nothaveaccessto featuresthatarerestricted.For example,user accesscanbe controlledsothatusers haveaccesstoonlycertain productmodules.

Login

Whenauser opensanIBM InformationServer clientapplication,suchastheIBM InformationServer consoleortheIBMWebSphereDataStageandQualityStage Designerclient,theuserispromptedforauser nameand password.

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IBM InformationServer leveragestheWebSphereApplicationServeruserregistry support fordirectoryaccess.TologintoIBM InformationServer,a usermust have a usernameandpasswordintheuserregistry.

Directory Service

The directoryserviceispart oftheIBMInformationServerservicestier.This services tieriscomprisedofaset ofservicesthatare specifictoIBMInformation Server, allrunninginIBM WebSphereApplicationServer.

Figure16.IBMInformationServerconsolelogin

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Theservices tieristhecontrolcenter ofIBMInformationServer.Itprovidescore functionalityformanysuitecomponentsandcontrolsuseraccesstothesuite components.For example,it ensuresthatonlyuserswith IBMWebSphere InformationAnalyzer rolesare abletoperforminformationanalysis.Theservices tier alsocontrolscommunicationbetweensuitecomponents.

Metadata repository access

Theservices tieristhegatekeeperforaccesstothemetadatarepository,whichis where allofthesuitecomponentsstore andshareessentialprojectandruntime information.TheclientapplicationsandtheIBMInformationServerengine access themetadatarepositorythroughtheservicestier.ThisenablesIBM Information Server tocontrolaccessata centrallocation.

Engine access

Theengine startsprocessesthatrununderoperatingsystemusers,andtherefore requiresthatatleast oneoperatingsystemuserexists.

IBM Information Server Engine

Services

IBM Information Server Directory Service

IBM Information Server Clients

Console, Web Console, WebSphere DataStage and QualityStage Designer, WebShpere DataStage and QualityStage Administrator, WebShpere DataStage and QualityStage Director

Metadata Repository

Figure17.IBMInformationServerdirectoryservicearchitecture

Chapter10.Settingupsecurity 37

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Security setup

Setting upasecureenvironmentinIBM InformationServer involvesconfiguring theuser registrythatwillbeused, creatingusers,andassigningsecurityrolesto those users.Ifyouarenotsharingtheuser registrybetweentheservicetier and engine tier,youmust alsomapcredentialsbetweentheregistrythatisusedbythe IBM InformationServer directoryserviceandtheregistrythatisusedbythe engine. Finally,somesuitecomponentsalso requirethatyouassignproject-specific rolestousers.

The followingfigure showsthemaintasks thatareinvolvedinsettingup security.

User registries

Auser registryholdsuser accountinformation,suchasausernameandpassword, thatcanbe accessedduringauthentication.TologintoIBMInformationServer,a user musthavea usernameandpasswordintheuser registry.

Toset upauser registry,youcanchooseoneofthefollowingoptions:

v Theinternaluser directoryprovidedbyIBMInformationServer.

v Anexternalregistry,suchastheoperatingsystemregistry,LDAP,ora custom registry.

Internal directory

The IBMInformationServer userdirectory storesusersandgroupsinthemetadata repository.

The followingfigure showsIBMInformationServerand WebSphereApplication Server thatarebothconfiguredtousetheinternaldirectoryprovidedbyIBM InformationServer.TheinternaldirectoryisstoredintheIBMInformationServer

Create Users

Assign Security Roles

Map credentials between the domain and engine

Assign project roles to users Configure the user registry for WebSphere Application Server

Figure18.Maintasksforsettingupsecurity

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metadatarepository.Typically,themetadatarepositoryisco-locatedwiththe services tier,asshowninthefollowingfigure.

Inthefigure,IBMInformationServer’sdirectoryservicepoints directlytothe internaldirectory.WebSphereApplicationServeralso pointstothatsameinternal directory. WebSphereApplicationServer canaccessIBM InformationServer’s internaldirectorybyusingacustomuser registry,whichisprovidedwith IBM InformationServer.WebSphereApplicationServerperformstheunderlying authentication.

Whenyouusetheinternaldirectory, youcreateusersdirectlythrough theIBM InformationServer consoleorWebconsole.Thoseusersandtheirpasswordsare stored intheinternaldirectory.Youcanalsocreategroupsandassignusersto those groups.Inadditiontousername, password,andgroupmembership, the internaldirectorystorestheassociations betweenusersand theirsecurityroles, as well asattributessuchase-mailaddressandbusinessaddress.Theinternal directory alsoprovidestherestofIBM InformationServer withtheproperregistry abstraction sothateachcomponentdoesnothavetospecifywhetheritusesan internalorexternaldirectory.

Theinternaldirectorystoresonlydigested(one-wayencryption)passwordsfor increasedsecurity.

IBM Information Server Engine

Operating system user registry

Services

IBM Information Server User Directory

stores:

user name password groups security roles

WebSphere Application Server User Registry

user attributes email address business address

Credential Mappings

stores:

user name password groups

IBM Information Server Clients

Console, Web Console, WebSphere DataStage and QualityStage Designer, WebShpere DataStage and QualityStage Administrator, WebShpere DataStage and QualityStage Director

IBM Information Server Directory Service

Figure19.ExampleofIBMInformationServerarchitecturethatusestheinternaldirectory

Chapter10.Settingupsecurity 39