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Cloud Data Governance
and Catalog:
Administration

Instructor Led | IDMC Data Governance | 4 Days | November 2024 Release

Course Overview

Establish and manage a Cloud Data Governance and Catalog (CDGC) environment and learn to create and configure users, roles, and groups. Set permissions and efficiently onboard data. Discover how to set up the runtime environment, define connections, lookup tables, data classifications, sensitivity levels, customize data workflows and use APIs.
This course is applicable to November 2024 Release.

Objectives

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

  • Create users, roles, and user groups
  • Assign permissions and privileges to users, roles, and groups
  • Set up the runtime environment
  • Defining and creating connections, lookup tables, data classifications, and sensitivity levels.
  • Onboard data
  • Customizing assets, catalog source, and lineage
  • Use APIs
  • Configure workflows

Target Audience

  • Administrator
  • Data Steward

Prerequisites

  • None
Agenda
Module 1: Introduction to IICS
  • Overview of IICS
  • Benefits of using Cloud Platform
  • IICS Architecture
  • Common Terminologies
  • IICS Services
  • Orgs and Sub-orgs
  • Online Help
  • Lab: Getting Started
Module 2: Introduction to Cloud Data Governance and Catalog (CDGC)
  • Overview
  • Challenges
  • CDGC as a solution
  • Benefits of CDGC
  • CDGC Architecture
  • Personas
  • Services used for CDGC
  • Getting Started with CDGC
Module 3: Exploring the User Interface
  • Administrator service
  • Metadata Command Center service
  • Data Governance and Catalog service
Module 4: Runtime Environment
  • Hosted agents
  • Secure Agents and Secure Agent Groups
  • Serverless environments
  • Secure Agent installation
  • Sizing
  • Lab: Installing Secure Agent
Module 5: Roles, Groups, and Users
  • User Roles
  • Asset Permissions
  • Feature Privileges
  • User Groups
  • Users
  • Lab: Creating User Roles
  • Lab: Creating User Groups
  • Lab: Creating Users
Module 6: Connections
  • Types of connections
  • Creating connections
  • Managing Connections
  • Permissions
  • Lab: Creating an Amazon S3 Connection
  • Lab: Creating a Postgres Connection
  • Lab: Creating a SQL Server Connection
Module 7: Metadata Assets
  • Lookup Table
  • Data Classifications
  • Cloning a Data Classification
  • Sensitivity levels and updating sensitivity for single or multiple data element classification
  • Relationship Inference Models
  • Glossary Association
  • Pre-defined Content
  • Lab: Creating Lookup Tables
  • Lab: Creating Data Element Classification Rules
  • Lab: Creating Data Entity Classification Rules
  • Lab: Creating customized sensitivity level and assign it to multiple data element classifications
  • Lab: Uploading Glossary Content
 
Module 8: Onboarding Data
  • Supported Catalog Sources
  • Filters
  • Creating catalog source
  • Monitoring jobs
  • Connection assignment
  • IDMC Metadata
  • Lab: Creating an Amazon S3 Catalog Source
  • Lab: Creating a Flat File Catalog Source
  • Lab: Creating a Postgres Catalog Source
  • Lab: Creating a Microsoft SQL Server Catalog Source
  • Lab: Creating an Informatica Cloud Data Integration Catalog Source
  • Lab: Performing Connection Assignment
Module 9: Asset Customization
  • Asset Customization
  • Custom layouts for asset
  • Lab: Creating Custom Attributes
  • Lab: Creating a Custom Layout for an Asset Page
  • Lab: Creating a Custom Layout for the Preview Pane
Module 10: Custom Catalog Source and Custom Lineage
  • Custom Models
  • Custom Catalog Source Types
  • Lab: Creating a Custom Lineage
Module 11: Configuring Workflows
  • Workflows
  • Pre-defined workflows
  • Tickets
  • Lab: Creating a Custom Workflow
Module 12: APIs in Data Governance and Catalog
  • Introduction
  • Searching for asset
  • Exporting asset
  • Importing assets
  • Monitor ingjobs
  • Lab: Searching for the Asset and Exporting all the details of the Business Assets using API
Module 13: Workshop
  • Onboarding Data from an Amazon S3 Catalog Source
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