EncartaLabs

Informatica MDM Multidomain & Hierarchy Configuration

( Duration: 5 Days )

In Informatica MDM - Multidomain and Hierarchy Configuration training course delegates will discover the skills necessary to configure a data model and business rules in Informatica MDM Multidomain Edition (MDM Hub) for a given data model and set of business rules. Learn the concepts of hierarchies, configure entity objects, entity types, hierarchies, relationship base objects, relationship types, and profiles in the Hierarchy Manager.

By attending Informatica MDM - Multidomain and Hierarchy Configuration workshop, delegates will learn to:

  • Define and create a data model within MDM
  • Configure MDM processes including Stage, Load, and Match
  • Leverage Merge Manager and Data Manager for Merge and Unmerge processes
  • Utilize Log files
  • Describe hierarchies
  • List the components of hierarchies
  • Create entities and entity types
  • Define relationships and relationship types
  • Configure profiles
  • Deploy hierarchies

For Informatica MDM - Multidomain and Hierarchy Configuration :

  • Developers

COURSE AGENDA

Informatica MDM - Multidomain Configuration

1

Introduction

  • Master Data Management definitions
  • Goals of Master Data Management (MDM)
  • Key capabilities of Informatica's Multidomain Edition (MDM Hub) solution
  • Informatica MDM Hub Application Server and Database Server tiers
  • Master data workflow within the Informatica MDM Hub
  • Capabilities of the Trust Framework
Informatica MDM - Hierarchy Manager

1

Introduction

  • Challenges of managing relationships
  • Objectives of hierarchy management
  • Review the scenario used for the lab exercises in this course
2

Define the MDM Data Model

  • Define the Data Model
    • Landing tables purpose, content and best practices
    • Base object tables purpose and content
    • Staging tables purpose and content
    • Creating Landing tables, base object tables, and staging tables
  • Customer Data Models
    • Creating landing tables from Sales source system
    • Creating the Customer base object
    • Creating staging tables for Customer data from the Sales and CRM source systems
  • Relationships
    • Identifying One-to-Many and Many-to-Many relationship types
    • Foreign-key relationships between base objects of the data model
    • Many-to-many relationships between the base objects of the data model
2

Enabling Hierarchy Manager

  • Hierarchy Manager for an MDM Operational Reference Store
  • System repository base objects (RBOs)
3

Configuring the Stage Process

  • Process Server & Creating Mappings
    • Purpose of the Process Server
    • Registering a Process Server
    • Basic and complex mappings
    • Building blocks used in transformational logic mapping
    • Purpose of a function
    • Associating function types to descriptions
    • Predefined function types
    • Constants
    • Conditional Execution Component
    • Basic Mapping
    • Cleanse List
    • Reusable Cleanse components with descriptions
    • Supported external data cleansing options
    • Testing a mapping
    • Graph and cleanse functions in a Mapping
  • Configuring Delta Detection and Audit Trail
    • Delta Detection purpose
    • Conditions for using delta detection
    • Conditions under which Data Rejection occurs
    • Characteristics of Audit Trail
    • Delta detection options and raw data retention periods
    • Stage Process Flow sequence
    • No error jobs
    • Batch Viewer
    • Stage job
3

Entities and Entity Types

  • Entity Base Objects
  • Entity Types
4

Configuring the Load Process

  • Setting Trust, Validation Rules, and the Load Process
    • Overview of Trust
    • Calculating the trust
    • Conditions for leveraging Trust
    • Characteristics of Validation Rules
    • Setting trust
    • Behaviors for switching on or off various functions
    • Adding a Validation Rule
    • Setting Cell and Null Updates
    • Load process for UPDATES, INSERTS, and REJECTS
4

Hierarchies, Relationships and Relationship Types

  • Hierarchies and Relationships
  • Relationship Types
5

Configuring Match and Merge Processes

  • Match and Merge Overview
    • Resolving issues with Master Data Management
    • Resolving duplication
    • Challenges associated with duplicate records
    • Purposes of Matching and Merging
    • Exact and Fuzzy matching
    • Match Tokens
    • Match Path
    • Match Columns
    • Characteristics of the Provider Columns for Match Columns
    • Multiple records match on multiple columns
    • Match Process Flow
    • Configure matching in the MDM Console
  • Configuring Exact Matching
    • Match rules
    • Exact matching
    • Match rule properties for filtering (Matching NULLS and Segment Matching)
    • Match rules using match columns
  • Configuring Fuzzy Matching
    • Fuzzy matching
    • Characteristics of Populations
    • Matching population types to their descriptions
    • Match Keys
    • Key Type matching keys property
    • Key Width match key property
    • Search level used in Fuzzy matching
    • Configuring a range search
    • Fields for standard populations
    • Match Purpose fuzzy rules property
  • Configuring the Merge Process
    • Consolidation state of a record
    • Sequence of the Merge Process
    • Distinguish when to use Automatic versus Manual Merge methods
    • Immutable Source System
    • Distinct system
    • Rules of a distinct source system
    • Unmerge Child When Parent Unmerges option
    • Selecting Merge Properties (Match/Merge Setup Details)
    • Automatic match and merge
    • Running automatic match and merge jobs
5

HM Packages

  • Package for a relationship object
  • Build a package for a FK relationship object
  • Generate a package for an entity object
6

Configuring Data Access Views

  • Creating Queries and Packages
    • Goals of queries and packages
    • Impact Analysis tool
    • Packages types
    • Creating a PUT-enabled package
6

HM Profiles

  • New profile creation
  • Assign packages to a profile
7

Configure Batch Processes

  • Configuring and Executing Batch Processes
    • Jobs most often assembled into Batch Groups
    • Assembling a Batch Group
    • Batch Groups, Batch Group Levels, Batch Jobs
    • Creating and Executing a Batch Group
7

Loading Data and Testing HM Configuration

  • Load data and test our HM Configuration
8

Utilize Data Management Tools

  • Managing Records with Merge Manager and Data Manager
    • The purposes of Data Steward and Merge Manager
    • Editing and merging records manually
    • Using Data Manager
    • Results of an unmerge
    • Standard and tree unmerge
9

System Information and Logs

  • Enterprise Manager
    • MDM Hub Console Enterprise Manager tabs
  • Log Files
    • Log files related to the MDM Hub Console
    • Using Enterprise Manager's ORS Database tab
10

User Objects

  • User Exits and Custom Objects
    • User objects registered with MDM
    • User Object Registry tool
    • User Exits
    • Exits used in the Stage, Load, Match, Merge, and Unmerge processes
11

Additional MDM Product Features

  • Brief Overview of Additional Features
    • Exporting an ORS to a changelist using Metadata Manager

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