How to configure a backup in Informatica

Owned by Tracy Russell
Last updated: May 20, 2020
2 min read

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.

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NOTE: for backups to run successfully the PC or drive location will need to be available on the network at the time the backup is configured to run within the Informatica software. The Informatica Agent (blue cog wheel in the right hand system tray) controls ALL automatic backups, synchronisations and the analysis. If the Informatica Agent is not running on the Informatica server the automatic processes will not take place.Ā 

Creating The Folder To Store The Backup

If youā€™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 youā€™ve opted to store the backup on a PCĀ Ā 

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

  • 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 SHAREĀ 

  • 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 SHAREĀ 

NOTE: If you donā€™t have local admin rights you will need to ask your local IT to share the folder for you.

Configuring The Backup Location In Informatica

On the Informatica server log into InformaticaĀ 

  • 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 ā€˜Path to store full backupsā€™ line

  • Browse to the backup folder location which youā€™ve setup above

  • Click OK

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NOTE: Please do not change the backup and analysis time as this may impact the Informatica software performance.

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