EncartaLabs

Informatica Axon

In Informatica Axon - Content Curation training course delegates will learn to build Data Governance Strategy step by step delivering content that the whole organization can consume and leverage. Learn to curate, create, and upload content while using Axon inventories to define, document, and explore key organizational business structures.

In Informatica Axon for Community Users training course delegates will learn to access Axon inventories to explore key organizational business structures. Utilize Axon's Quick and Unison Search capabilities to locate and review business glossaries, systems, datasets, and attribute information, as well as leverage insight maps to visualize and expose impacts, relationships, dependencies, and duplication.

In Informatica Axon for Super Users training course delegates will learn to perform more advanced Business Administration Tasks in Axon. Use the Admin Panel to customize the Axon instance with your organizations preferences.

In Informatica Axon - Administration training course delegates will learn to install or upgrade Axon, configure integration with other Informatica products, troubleshoot and maintain your Axon environment, and backup and restore the Axon database. Delegates will explore the skills required to install, administer, and configure Informatica Axon.

By attending Informatica Axon - Content Curation workshop, delegates will learn to:

  • Participate in data governance initiatives.
  • Identify Axon Data Governance use cases.
  • Discuss the use of permissions in Axon.
  • Manually create objects in Axon.
  • Use templates to upload objects.
  • Edit objects, including defining descriptions, stakeholders and impact.
  • Configure system and data lineage.
  • Link Axon Systems and Attributes to EDC Resources and Fields.
  • Curate automatically on-boarded EDC Attributes.
  • Define projects, policies and processes.
  • Design and create custom workflows.
  • Raise and follow through on change requests.
  • Explain Axons Mandatory Workflow Process.
  • Describe Secure@Source Privacy Dashboards.
  • Use Axon to display Data Quality Scores across key enterprise elements.
  • Automate Data Quality Rules.
  • Use Axon from a project perspective.

By attending Informatica Axon for Community Users workshop, delegates will learn to:

  • Discuss data governance initiatives and evolution.
  • Navigate the Axon user interface.
  • Identify and describe key inventories.
  • Utilize the Quick and Unison Search capabilities.
  • Perform complex searches across multiple inventories.
  • Customize Axons landing page.
  • Locate and review glossaries.
  • Access and use Axon Quick Look.
  • Raise and follow through on change requests.
  • Review system and data lineage.
  • Find and use Axon Insight and Local maps.

By attending Informatica Axon for Super Users workshop, delegates will learn to:

  • Perform Advanced tasks such as deleting and bulk updating objects.
  • Describe Axons Architecture.
  • Create Roles and assign Permissions
  • Configure Custom Fields and update Dropdowns
  • Build Default Workflows
  • Implement Mandatory Workflow Approval
  • Manage Locked Objects
  • Configure Display Settings

By attending Informatica Axon - Administration workshop, delegates will learn to:

  • Describe Axons Architecture
  • Summarize the different Services in Axon, describing what each one does
  • Provide an overview of Axon Integration with Data Quality, EDC and Secure@Source
  • Run the pre-validation script ahead of performing an Axon Installation
  • Install RPM files
  • Install Axon
  • Start the Axon Services and log into Axon
  • Upgrade Axon
  • Connect to Data Quality, EDC and Secure@Source
  • Install Axon Quick Look
  • Troubleshoot issues
  • Backup and restore Axons PostgreSQL database

For Informatica Axon - Content Curation

  • Attending Informatica Axon for Community Users training course or having equivalent knowledge / experience.

For Informatica Axon for Super Users

  • Attending Informatica Axon for Community Users and Informatica Axon Content Curation training courses or having equivalent knowledge / experience.

For Informatica Axon - Content Curation

  • Business Analyst
  • Data Analyst
  • Data Steward
  • End User

For Informatica Axon for Community Users

  • Business Analyst
  • Data Analyst
  • Data Steward
  • End User

For Informatica Axon for Super Users

  • Business Analyst
  • Data Steward
  • Business User

For Informatica Axon - Administration

  • Administrators

COURSE AGENDA

Informatica Axon Content Curation
(Duration : 3 Days)

1

Axon's Data Governance Methodology

  • The Evolution of Data Governance
  • Must Dos for Data Governance Success
  • Principles for an Axon Implementation
  • Key Axon Resources
  • Getting Started - object order definition
  • Lab: Getting Started
2

Getting Started

  • User Permissions and effects
  • Manual creation of objects
  • Bulk upload of objects
  • Project Overview
  • Lab: Project Kickoff
3

The Glossary

  • Glossary definition best practices
  • Manual creation of glossary items
  • Bulk upload creation of glossary items
  • Lab: Manually creating Glossary objects in Axon
  • Lab: Create Glossary objects in Axon using Bulk Upload
  • Lab: Updating ungoverned Glossary items
  • Lab: Define a Glossary Relationship
  • Lab: Creating Links from the Project to the Glossary Objects
4

Systems, Datasets, Interfaces & Lineage

  • System and Data Lineage
  • Manual definition of systems and system interfaces
  • Manual linking of dataset attributes
  • Bulk update of existing attributes
  • Bulk upload for attribute lineage
  • Lab: Define a System
  • Lab: Create a System Interface
  • Lab: Manually create a Dataset with Attributes
  • Lab: Define Attribute Links and review Lineage
  • Lab: Bulk upload Attribute Links
5

Leveraging Enterprise Data Catalog Content in Axon

  • EDC Overview
  • Linking to EDC Resources
  • Linking Attributes to EDC Fields
  • Lineage Recommendations
  • Glossary and Data Domain Associations
  • Curate auto-onboarded objects
  • Lab: Link to EDC Resources
  • Lab: Link Attributes to EDC Fields
  • Lab: Review Fields and Lineage in EDC
  • Lab: Review Lineage Recommendations
  • Lab: Curate Auto-onboarded Attributes
6

Policies

  • Policy Overview
  • Manual creation of policies
  • Creating child/sub policies
  • Lab: Create a Policy
  • Lab: Bulk update existing Policies
7

Leveraging Secure@Source Dashboards in Axon

  • Integration Overview
  • System Privacy Dashboard
  • Policy Privacy Dashboard
8

Process

  • Process Overview
  • Manual creation of processes
  • Bulk upload of processes and process predecessors
  • Process components functionality
  • Process maps
  • Lab: Create a Process
  • Lab: Bulk upload Processes
  • Lab: Define and upload Process Predecessors
  • Lab: Link Processes
9

Workflows and Change Requests

  • Custom and default workflows
  • Workflow creation
  • Change requests
  • Active workflows and workflow notifications
  • Lab: Create a Workflow
  • Lab: Raise a Change Request
10

Mandatory Approval Process

  • Mandatory Approval Process Overview
  • Creating and editing objects when mandatory approval has been implemented
  • Lab: Configure Mandatory Workflow Approval
  • Lab: Step through Mandatory Workflow Approval for System Creation
  • Lab: Step through Mandatory Workflow Approval for System Editing
11

Data Quality

  • Data Quality Overview
  • Local and Standard Data Quality rules
  • Manual and bulk upload of local DQ rules and reports
  • Using Data Quality to update scores in Axon
  • Automating Data Quality Rules
  • Lab: Data Quality Measures
  • Lab: Data Quality Reports
  • Lab: Axon Integration with Data Quality
  • Lab: Process Related Data Quality
  • Lab: Automating Data Quality Rules
12

Projects - Impact Assessment

  • Project connections
  • Relating projects and project dependencies
  • Assess project impact
  • Review DQ Dashboard
  • Lab: Review and update the GDPR Project
Informatica Axon for Community Users
(Duration : 1 Day)

1

Axon's Data Governance Methodology

  • The Evolution of Data Governance
2

Introduction to Axon

  • Navigating Axon
  • Walkthroughs
  • Inventories and Grids
  • Unison Search
  • Maps and Dashboards
  • Quick Search
  • Objects and Properties
  • Lab: The Axon Environment
  • Lab: Quick Search
  • Lab: Unison Search
3

Axon Users and Dashboards

  • My Items
  • Recent/Following/Roles
  • User Information
  • User Dashboard
  • Personalized Dashboards
  • Lab: Your Axon Environment
  • Lab: My Account
  • Lab: My Dashboard
  • Lab: Create a Personalized Dashboard
4

The Glossary

  • Glossary Overview
  • Axon Quick Look
  • Lab: Glossary Properties and Hierarchies
  • Lab: Identifying Ungoverned Glossary Items
  • Lab: Axon Quick Look
5

Change Requests

  • Change Requests
  • Lab: Raising a Change Request
6

Systems, Datasets, Interfaces & Lineage

  • Lineage Overview
  • System and Data Lineage
  • Lab: Reviewing Systems, Datasets and Attributes
7

Insight and Local Maps

  • Axon Maps
  • Insight and Local Maps
  • Map Palette
  • Map Overlays
  • Lab: Navigate Insight Maps
  • Lab: Review Local Maps
Informatica Axon for Super Users
(Duration : 1 Day)

1

Axon Advanced Tasks

  • Perform Bulk Updates
  • Clone Datasets
  • Delete Objects
  • Lab: Perform Bulk Updates
  • Lab: Clone a dataset
  • Lab: Delete objects in Axon
2

Axon Admin Panel - The Admin Dashboard

  • Axon Architecture and Services
  • The Admin Dashboard
  • Lab: Access the Admin Panel and review the status of the services in the Admin Dashboard
3

Axon Admin Panel - The DG Operating Model

  • Role Permissions
  • Default Workflows
  • Default Change Requests
  • Roles and Responsibilities
  • Licensed Users
  • Lab: Create Roles and assign Permissions
  • Lab: Create Default Workflows
  • Lab: View Licensed Users
  • Lab: Use a default workflow to raise a CR on a Glossary
  • Lab: Configure Mandatory Workflow Approval
4

The Admin Panel - Meta Model Administration

  • Custom Fields
  • Drop down Configurations
  • Static Page Editor
  • Lab: Update an object to contain Mandatory and Optional Custom Fields.
  • Lab: Update values in the Axon Status and Lifecycle dropdowns
  • Lab: Review the Static Page Editor
5

The Admin Panel - Operational Management

  • Manage Locks
  • Download Logs
  • Lab: Manage locked objects in Axon
  • Lab: Review Downloaded Logs
6

The Admin Panel - Customize & Configure

  • Review and Configure Relevant System Settings
  • Review and Configure Relevant Application Settings
  • Locate and review Logs
  • Lab: Review and update Axon System Settings
  • Lab: Review and update Axon Application Settings
Informatica Axon - Administration
(Duration : 2 Days)

1

Axon Architecture

  • Axon Components and Service
2

Axon Integration Overview

  • Axon Integration with Data Quality
    • The Axon Agent
  • The Axon Agent
  • Axon Integration with EDC
  • Axon Integration with Secure@Source
3

Axon PreValidation and Installation

  • System Pre-requisites
  • Run the prevalidation script
  • Install RPMs
  • Install Axon
  • Start the Services
  • Log into Axon
  • Lab: Run the pre-installer utility and add any missing RPMs
  • Lab: Install Axon and verify the installation was successful
4

Upgrading Axon

  • System Pre-requisites
  • Upgrade Axon
  • Start Services
  • Log into Axon
  • Lab: Verify the system meets the requirements for an upgrade
  • Lab: Upgrade from 5.4 to 6.2 and verify the upgrade was successful
5

Axon Admin Panel

  • Operational Management:
    • Static Page Editor
    • Resync LDAP
    • Download logs
  • Customize and Configure
    • Change the Logo
    • Customize Styles
    • System Settings:
      • SAML
      • Email
      • LDAP
  • Lab: Review the Admin Dashboard
  • Lab: Review the Static/Help pages
  • Lab: Change the Logo and review where to update Style Sheets
  • Lab: Configure Axon including defining the LDAP Server and synchronizing Org Units and Users
  • Lab: Review logs
6

Axon Integration with Data Quality

  • Integration with EDC
  • Configure Parameters in the Admin Panel
  • Connect to EDC
  • Onboarding EDC Attributes into Axon
7

Axon Integration with Secure@Source

  • Integrate with Secure@Source
  • Configure Parameters in the Admin Panel
  • Leveraging SatS Dashboards in Axon
  • Lab: Update the Admin Panel to include both EDC and SATS configuration information
  • Lab: Connect to EDC and review the Resources and Columns in Axon
  • Lab: Verify the appropriate steps have been taken in EDC to facilitate automatic onboarding into Axon
  • Lab: Configure and test auto onboarding
  • Lab: Review a SATS Privacy Dashboard in an Axon System
  • Lab: Connect an Axon policy to a policy in SATS and review the Privacy Dashboard
8

Axon Integration with Data Quality

  • Integration with Data Quality using the Axon Agent
  • Install the Axon Agent
  • Configure Parameters in the Admin Panel
  • Lab: Install and start the Axon Agent
  • Lab: Post Installation Tasks
  • Lab: Verify the agent has installed correctly through the configuration and automatic update of a local rule
  • Lab: Configure the parameters for local rule generation from standard rules
  • Lab: Create standard rules and verify that local rules are generated
9

Axon Quick Look

  • Axon Quick Look Overview
  • Axon Quick Look Installation
  • Lab: Installing Axon Quick Look
10

Maintain Axon

  • Troubleshoot issues
  • Identify related Services
  • Review relevant Logs
  • Verify Service Statuses
  • Restart Services
  • Resolve issues
  • Lab: Trouble shooting Axon
11

Backup and Restore Axons PostgreSQL Database

  • Backup Axons PostgreSQL Database
  • Restore a PostgreSQL backup
  • Lab: Backup a postgresql database
  • Lab: Restore a postgresql database

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