How to configure a backup in Informatica

Before configuring the FULL backup within Informatica the practice will need to decide on a location where the database files are to be stored. The location can be a folder on a shared drive or a shared folder on a client PC as long as this is not the Informatica server.

Creating The Folder To Store The Backup

If you’ve opted to store the backup on a shared drive (preferred)

• On the Informatica server browse the network to access the shared drive (E.G P: )

• Right click in the window and select NEW | FOLDER

• Type the name of the backup folder E.G INFORMATICA BACKUP and press return

If you’ve opted to store the backup on a PC  

• On the designated PC browse to the location where the backup folder is to be created 

• Right click in the window and select NEW | FOLDER

• Type the name of the backup folder E.G INFORMATICA BACKUP and press return

• Right click the INFORMATICA BACKUP folder and select PROPERTIES | SHARING tab | Click SHARE 

• Type EVERYONE and click the down arrow

• Click on EVERYONE and ADD

• Under EVERYONE permission level click on down arrow next to READ and change to READ / WRITE

• Click on SHARE 

Configuring The Backup Location In Informatica

On the Informatica server log into Informatica 

• Click on Settings (left hand side)

• Click on System Settings (right hand side)

• Click on the FULL Backup tab

• Click the 3 dots (...) on the ‘Path to store full backups’ line

• Browse to the backup folder location which you’ve setup above

• Click OK

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