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B2B:

Data Exchange for Developers

Instructor Led | Data Integration | 4 Days | Version 10.5

Course Overview

Gain the skills necessary to use the principal features of Informatica B2B Data Exchange for electronic data interchange between partner organizations. Explore the features and benefits of MFT and also the advantages of DX-MFT integration.
This course is applicable to software version 10.5.

Objectives

After successfully completing this course, students should be able to:

  • Describe the DX architecture, components, DT services and how they integrate in DX
  • Describe DX Objects, and how they work together to enable partner communication
  • Describe how DX leverages Informatica PowerCenter and vice versa
  • Describe MFT, and various MFT endpoints supported by DX
  • Describe the DX Partner Portal, and its available functionality
  • Apply key concepts, such as Documents and Events, parent-child relationships and Delayed Processing, and how they are used to handle B2B relationships with partners
  • Monitor and manage DX events, and use them to track workflow progress
  • Create and use Event Monitors to control Real-Time and Batch workflow execution
  • Manage DX Objects using Web Services interface
  • Configure the DX dashboard for custom reporting
  • Troubleshoot issues in a DX environment

Target Audience

  • Developer

Prerequisites

OR 

  • PowerCenter: Developer, Level 1 (onDemand)
Agenda
Module 1: DX Overview  
  • Informatica B2B Data Exchange
  • Business Context of B2B Use-case
  • Features and Benefits of B2B DX
  • DX Architecture/Components
Module 2: Exploring the DX Interface
  • Using the B2B DX Console
  • Management of DX Objects
  • Endpoint, Application, Workflow, Partner and Account, Profile, Document and Events
  • Lab: Creating Data Exchanges
Module 3: PowerCenter Integration with Real-Time Workflows
  • Functional Components of Real-Time Workflows
  • Create DX Objects and Transformations in a PowerCenter Workflow
  • Connection Objects, JNDI Application, JMS Application Connections and Workflows
  • Running a Real-Time Workflow in DX
  • Lab: DX and PowerCenter Integration
  • Lab: Integrating DX and DT
Module 4: Handling Batch Workflows
  • Real-Time versus Batch Workflow
  • DX Flow Decision making logic
  • Batch and Real-Time Use-Cases
  • Configuring DX Workflows for Batch
  • Running Cloud-based Mappings
  • Running Cloud-based Mass Ingestion Tasks
  • Scheduling in DX
  • Lab: Mapping Parameters and DX
Module 5: Managing Documents and Events
  • Overview of B2B DX Events
  • Event Types
  • Event Status
  • Event Status History
  • Event Attributes
  • Event Properties
  • Event Search – Basic & Advanced
  • Viewing Events
  • Dialogue - Root, Parent and Child Events
  • Creating and managing new events using DX Transformations
  • Lab: Integrate DX Profile Parameters
Module 6: Chaining Workflows and Data Flow
  • DX Data flow and Design
  • Content based routing
  • Design Decisions
  • Parent and Child Events
  • Overview of Chained Workflows
  • Chained Workflow Use-Case
  • Lab: Chaining workflows
Module 7: Reconciling Events
  • Introduction to Reconciliation
  • Reconciliation Use-Case
  • DX Reconciliation Process
  • DX Transformations for event reconciliation
  • Reconciliation Monitor
  • Monitor Frequency
  • Handling Reconciliation Issues
  • Lab: Creating a Reconciliation Event
  • Lab: Sending an Acknowledgment
  • Lab: Completing the Reconciliation Process
Module 8: Delayed Events
  • Introduction to Delayed Events and Delayed Processing
  • Delated Event Use-Case
  • Delay Rules
  • Release Rules
  • Rule Evaluation
  • Setting up Delayed Processing in DX
  • Lab: Setting up Delayed Processing in DX
Module 9: Managed File Transfer (MFT)
  • Introduction to MFT
  • Features and Benefits of MFT
  • DX - MFT Integration
  • Installing MFT
  • MFT Endpoints
  • Lab: Managing the Dashboard
  • Lab: Setting Up Email Resource with MFT Portal
  • Lab: Setting up a MFT File Transfer from Source to Target Endpoint
  • Lab: Using a Built-in Scheduler to Execute Projects at Future Dates and Times
  • Lab: Create endpoints that directly interact with MFT
Appendix I: Using Event Monitors
  • Introduction to Event Monitors
  • Using Events to Monitor Processing in Real Time
  • Viewing Monitored Events
  • Overview of DX Advanced Exception Handling
  • Event Monitor to track exceptions
  • Export audit records
Appendix II: Partner Portal
  • Overview of Partner Portal
  • Dashboard
  • Monitoring Event
  • On-boarding
  • File Exchange
  • Authentication & Access Control
  • DX User Authentication
  • Native and ISP Authentication Modes
  • DX Access Control
  • User Groups and Categories
  • Lab: Getting Started with Partner Portal
Appendix III: Dashboard and Reports
  • Overview of Dashboard and Reporting
  • Dashboard and Reports Structure
  • Customizing the Dashboard in Logi Info Studio
  • Lab: Overview of Dashboard
  • Lab: Creating a Dashboard
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