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Cloud Data Governance
and Catalog:
Administration

onDemand | IDMC Data Governance | Self-Paced | July 2025 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 July 2025 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
  • Define and create Connections, Lookup Tables, Data Classifications, and Sensitivity Levels.
  • Onboard Data
  • Customize Assets, Catalog Source, and Lineage
  • Use API’s
  • Configure Workflows

Target Audience

  • Administrator
  • Data Steward

Prerequisites

  • None
Agenda
Module 1: Introduction to IDMC
  • Overview of IDMC
  • IDMC Services
  • Orgs and Sub-Orgs
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
  • Lab: Install Secure Agent
Module 5: Roles, Groups, and Users
  • User Roles
  • Asset Permissions
  • Feature Privileges
  • User Groups
  • Users
  • Lab: Create User Roles
  • Lab: Create User Groups
  • Lab: Create Users
Module 6: Connections
  • Types of Connections
  • Create Connections
  • Manage Connections
  • Permissions
  • Lab: Create an Amazon S3 Connection
Module 7: Metadata Assets
  • Lookup Table
  • Data Classifications
  • Clone a Data Classification
  • Sensitivity Levels and updating Sensitivity for single or multiple Data Element Classification
  • Relationship Inference Models
  • Glossary Association
  • Pre-defined Content
  • Lab: Create Lookup Tables
  • Lab: Create Data Element Classification Rules
  • Lab: Create Data Entity Classification Rules
Module 8: Onboarding Data
  • Create Catalog Source
  • IDMC Metadata
  • Monitor Jobs
  • Connection Assignment
  • Lab: Create an Amazon S3 Catalog Source
  • Lab: Create a Flat File Catalog Source
  • Lab: Create an Informatica Cloud Data Integration Catalog Source
  • Lab: Perform Connection Assignment
Module 9: Asset Customization
  • Asset Customization
  • Custom Layouts for Asset
  • Lab: Create a Custom Attributes
  • Lab: Create a Custom Layout for an Asset Page
  • Lab: Create a Custom Layout for the Preview Pane
Module 10: Custom Catalog Source and Custom Lineage
  • Custom Models
  • Custom Catalog Source Types
  • Lab: Create a Custom Lineage
Module 11: Configuring Workflows
  • Workflows
  • Manage Workflows and Workflow Events
  • Privileges for Workflows
  • Predefined Workflows
  • Tickets
  • Lab: Create Custom Workflow
Module 12: APIs in Data Governance and Catalog
  • Introduction
  • Search for Assets
  • Export Assets
  • Import Assets
  • Monitor Jobs
  • Lab: Search and Export Business Assets using API
Module 13: Workshop
  • Onboard Data from an Amazon S3 Catalog Source
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