EncartaLabs

Informatica MDM

In Informatica MDM - Administration training course delegates will gain the skills required to configure, administer, and install the MDM Multidomain Edition (MDM Hub). Learn to perform a clean Multidomain MDM and ActiveVOS install on Windows platform with JBoss application server and Oracle database, and perform administration of MDM Hub, maintenance, and management tasks.

In MDM - Configuring Informatica Data Director training course delegates will learn the concept of Master Data Management, and the essential terminologies/concepts used for developing the IDD applications. These concepts are necessary to understand what goes into an IDD implementation and introduces the users to the fundamental capabilities of the IDD user interface.

The MDM - Using Informatica Data Director training course provides business users, such as Data Stewards, with the knowledge and skills needed to manage the data in a master reference store using Informatica Business Data Director.

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

  • Provide an overview of the MDM Multidomain Edition
  • Give a summary of the MDM Hub configuration phases
  • Briefly describe the MDM Hub Administrator role tasks
  • Create a new operational reference store (ORS)
  • Validate metadata for a repository using Repository Manager
  • Provide an overview of MDM Hub security
  • Manage user access to the MDM Hub, roles and privileges and secure resources
  • Maintain MDM Hub tool access
  • Monitor log files required for troubleshooting in the MDM Hub
  • Identify common operational reference store (ORS) problem in the MDM Hub
  • Employ various tools to troubleshoot metadata and analyze Hub performance
  • Configure and monitor Message Queues in the MDM Hub
  • Troubleshoot common IDD connectivity problems
  • Identify areas where performance may be improved for the MDM Hub
  • Describe and understand the functionality of Informatica Data Director (IDD), E360 framework, and the Provisioning Tool
  • Identify and work with the new features in MDM Multidomain Edition
  • Describe the primary log files
  • Install and configure Jboss EAP
  • Install MDM hub and process servers
  • Install ActiveVOS with MDM
  • Verify MDM installation

By attending MDM - Configuring Informatica Data Director workshop, delegates will learn to:

  • Describe terms and concepts around MDM and Data Governance Use MDM components
  • Create an IDD application and configure application-level properties
  • Create subject areas and subject area groups
  • Relate base object relationships with subject area relationships
  • Configure lookups
  • Utilize MDM Hub cleanse functions from within the IDD application
  • Configure data search capabilities
  • Import and export bulk master data within IDD
  • Track data changes with timeline
  • Access hierarchies from IDD
  • Configure workflows, tasks, and IDD security
  • Localize an IDD application and configure custom help
  • Configure IDD application to access Hierarchy Manager
  • Customize user interface extensions
  • Learn and use e360 framework
  • Learn and understand the usage of the Provisioning tool

By attending MDM - Using Informatica Data Director workshop, delegates will learn to:

  • Discuss Master Data Management
  • Search, cleanse and consolidate data
  • Import and Export Data
  • Use Timelines
  • Manage workflow
  • Manage IDD Security
  • Work with Hierarchies

For Informatica MDM - Administration

  • Networking technology
  • Server machines
  • Database concepts and technology

For MDM - Configuring Informatica Data Director

  • Networking technology
  • Server machines
  • Database concepts and technology

For MDM - Using Informatica Data Director

  • Database concepts
  • Metadata concepts

For Informatica MDM - Administration

  • Administrators
  • Developers

For MDM - Configuring Informatica Data Director

  • Developers
  • Data Governance Managers

For MDM - Using Informatica Data Director

  • Developers
  • Data Analysts
  • Administrators

COURSE AGENDA

Informatica MDM - Administration
(Duration : 4 Days)

1

MDM Installation

  • Defining tablespaces required for the installation
  • Installing and configuring the JBoss application server
  • Installing the MDM server, activevos, and process servers
  • Performing post install verification
2

Administration Overview

  • Master Data Overview
  • Master Data Management (MDM) goals
  • The roles that typically perform the tasks in these configuration phases
  • Multidomain MDM key capabilities
  • MDM Hub Application Server and Database Server tier components
  • MDM Hub master data process
  • MDM Hub configuration phases
  • MDM configuration tools
  • Lab: Start up the MDM Hub
3

Managing MDM Hub Repositories

  • Operational Reference Store (ORS) scripts
  • Importing metadata
  • Registering an ORS
  • Validating the metadata
  • Importing metadata from a like ORS into a new ORS
  • Graphical model view of the repository
  • Lab: Create and Register an ORS
  • Lab: Import and Validate an ORS
4

Managing Security

  • MDM Hub Security concepts
  • Security configurations for Informatica MDM Hub implementations
  • Security tasks
  • Global Password Policy for the MDM Hub
  • Managing users in the MDM Hub
  • User groups administration
  • Assigning databases to users
  • User password administration
  • MDM for LDAP authentication
  • Secure MDM Hub resources
  • Defining roles and assigning privileges
  • Assigning roles to users
  • Workbench tools and processes access
  • Lab: Creating Users in the MDM Hub
  • Lab: Creating User Groups
  • Lab: Configuring and Utilizing LDAP Authentication
  • Lab: Configuring Secure Resources and Privileges
  • Lab: Granting Hub Console Tools and Process Access
5

Monitoring and Troubleshooting

  • Log Files and troubleshooting
  • Reading log files related to the MDM Hub Console
  • Configuring ORS database logging
  • Troubleshooting ORS Connection Issues
  • Database input/output (I/O) troubleshooting
  • Repository metadata troubleshooting
  • Configuration Support Manager
  • Informatica MDM Hub processes
  • Executing MDM Hub processes
  • Scheduling of Batch Groups
  • The Publish Process
  • Lab: Enabling Database (ORS) Logging
  • Lab: Setting Connection Pool Settings
  • Lab: Using the Configuration Inspection Tools
  • Lab: Configuring Batch Jobs
6

Message Queues and Triggers

  • JMS Queue Messages and Architecture
  • Message Queue Configuration
  • Troubleshooting Message Queue Issues
  • Message triggers
  • Outbound queues and triggers
  • ORS production mode
  • Lab: Configuring Message Queues in the MDM Hub
7

Informatica Data Director

  • Informatica MDM and Data Director
  • The functionality of IDD
  • The main components of IDD
  • General errors and resolution steps
  • Explore e360 Interface
  • The Provisioning Tool
  • Lab: Identify How Valid Users Login to IDD
  • Lab: Explore E360 Framework and Set up start page using Provisioning Tool
8

Performance Tuning

  • Database Server MDM Hub performance issues
  • Application Server MDM Hub performance issues
  • Services Integration Framework (SIF) API performance
  • Batch process performance
9

Additional Features

  • Workflow manager
  • Data encryption
  • Core components of MDM Hub
  • Cleanse functions provided by external cleanse engines
  • Zero Downtime
  • Smart Search feature
  • User exits processes
10

Log Files

  • Hub Server log file
  • Cleanse Server log file
  • Hub Console log file
  • JBoss log file
  • Process Server log file
  • Debug log file
MDM - Configuring Informatica Data Director
(Duration : 3 Days)

1

Introduction

  • Define Master Data
  • Identify the challenges and high-level of master data across multiple applications
  • Introduce the concept of Data Governance and its Framework
  • List some of the primary drivers for Data Governance
  • Relate the MDM Hub with Informatica Data Director (IDD)
  • Describe the key functionalities of Informatica Data Director (IDD)
  • Identify the IDD Components and pre-configuration steps
  • Configure custom start page for a role
2

Components of an IDD Application

  • Launch the IDD Configuration Manager
  • List the components of an IDD application and outline options for creating it
  • State the purpose of binding a IDD schema to an ORS in the MDM Hub
  • Describe the concept of an IDD application as a source system among other possible source systems for the MDM Hub
  • Describe the concept of trust in the MDM Hub
  • State the purpose of assigning the source system used for the IDD application with the highest trust
  • Create a new IDD application and bind the application to an ORS
3

Subject Areas and their Relationships

  • State the purpose of the Subject Area Group
  • Create a Subject Area Group
  • State the purpose of the Subject Area
  • Cite MDM Hub concepts that pertain to Subject Areas and Subject Area Groups
  • Relate the MDM Hub Multidomain data model with the IDD Subject Area
  • Associate a given list of descriptions with a Subject Area
  • State the purpose of the Search Result Display Package
  • Recognize where to configure the layout of a Subject Area
  • Describe the various child subject area relationships
  • Create child subject area relationships
  • Describe the various grandchild subject area relationships
  • Describe the sibling reference
  • Describe how parent data is included in a subject area
  • Describe how to filter child records
  • Filter child records in an IDD application
4

Lookups and Data View Features

  • State the purpose of lookups
  • Add a dropdown lookup field to a subject area
  • State the purpose and use case of dependent lookups
  • State the purpose and use case of lookup tables with a sub-type column
  • Identify requirements to localize lookup values
  • State the purpose of Entity Search lookups
5

Data Cleansing, Standardization, and Validation

  • List the high-level cleanse, standardization, and validation capabilities from within an IDD application
  • Identify when cleanse functions will execute on primary and child objects
  • State the purpose of the ValidationStatus cleanse parameter
  • Outline the format of the ValidationStatus cleanse parameter
  • Use and test a cleanse function from an application
6

Search and Match Master Data

  • List the three types of search provided in IDD and what they are based on
  • Describe the three types of search
  • List the capabilities of the Basic Search
  • List the capabilities of the Extended Search
  • Configure Extended Search Capabilities and Find Duplicates for New and Existing Records
  • List the capabilities of the Advanced Search
  • Create an Advanced Search query using the Advanced Query Builder tool
  • Perform an Advanced Search using the Advanced Search query
  • Configure and perform Smart Search
7

Master Data Imports and Exports

  • Configure Export Profiles
  • Export ALL records based on search results
  • Export a SELECTED set of records based on search results
  • Export data in FULL and COMPACT export forms
  • State the purpose of the Import Profile
  • State the purpose of the Data Import Template
  • List the steps to enable data importing
  • Describe how to select the Data Import Template using the Configuration Manager
  • Import master data from XLSX or CSV files using the Import Wizard
8

Managing Data Change Events

  • Describe the timeline feature and state its purpose
  • Outline the outcome of the current version based on a given Effective Date and the History
  • Predict if a new version is created based on a particular timeline scenario
  • Determine the active version at a given point of time
  • Choose the appropriate characteristics of timeline rules
  • Describe how to enable timeline in the MDM Hub
  • Relate the timeline state management to the state management in the MDM Hub
  • Create new and future records using the timeline feature
  • View and search for timeline records
9

Configuring IDD for Hierarchies

  • Explain the purpose of Hierarchy in MDM
  • Discuss the various Hierarchy components
  • Describe the purpose of Hierarchy Manager in MDM and IDD
10

Workflow and Security

  • Define what is a workflow
  • Explain why state management is required for IDD workflows
  • Describe the Workflow Configuration in IDD
  • State the purpose of the Task Notification and Assignment engines
  • State the purpose of Security
  • Explain the purpose of Secure Resources in MDM
  • Explain in brief Object Security and Task Security
  • Define what is data security and security filters
  • Mask data in an IDD application based on a role
  • Outline recommendations for configuring security for an IDD application
  • Describe the purpose of Single Sign On in IDD
11

Localization and Help Files

  • Identify the various resource bundle files used in IDD
  • Interpret the basic syntax of a bundle file
  • Modify text displayed in the IDD Dashboard using a localized Bundle file
  • Describe how to replace the logo in the IDD Dashboard
  • Distinguish between the two types of Help files
  • Explain how Help files can be localized
  • List the steps on how to customize Help files in IDD
12

Customizing the IDD User Interface

  • Identify the configuration file used to configure charts
  • Describe a datasource node
  • Assign descriptions to each of the various chart definition attributes
  • Describe the various kinds of chart types possible in the IDD Dashboard
  • List the ways in which code can be embedded in an IDD application
  • Identify the areas where custom actions may be configured in the IDD application
  • Identify the ExternalLink components supported in an IDD application
  • Cite the location of samples for call backs in the Configuration Guide
  • Add a top-level tab using Dashboard UI extensions
  • Add a Standard Custom Action using an ExternalLink component of the IFRAME
Informatica MDM - Using Informatica Data Director
(Duration : 1 Day)

1

Introduction

  • Master Data Management
  • Data Model and IDD Representation
2

Searching, Cleansing and Consolidating Data

  • Use and configure Search Capabilities like Smart Search
  • Use Cleanse Functions
  • Work with Merge Candidates
  • View cross references and history
  • Merge and Unmerging Records
  • View Business Entities
3

Exporting and Importing Data

4

Timeline Hierarchies Workflow Security

  • Timelines
  • Hierarchies
  • Workflows
  • IDD Security
  • Task Assignment and Notifications

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