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Cloud Data Governance
and Catalog:
Administration

onDemand | IDMC Data Governance | Self-Paced | April 2026 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 April 2026 Release.

Important note regarding this onDemand course:
Many students will need their personal laptop/PC to set up the lab environment and perform lab exercises. Laptops provided by your employer may not allow downloading external tools. To execute labs in full, students need to download and install the Informatica Cloud Secure Agent and require Administrator privileges on their system to complete this course (see Agenda below to view more details).

If you are unable to complete this training due to these requirements, please consider Live Training.

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
  • Create Connections, Lookup Tables, Data Classifications, and Sensitivity Levels
  • Create Catalog Sources to onboard Data from multiple Sources
  • Create Custom Attributes and Custom Sensitivity Levels
  • Create Custom layouts
  • Create Custom Catalog Source and Custom Lineage
  • Describe how to utilize API’s to perform Tasks on Assets
  • Describe how to use pre-defined Workflows and configure Custom Workflows

Target Audience

  • Administrator
  • Data Steward

Prerequisites

  • None

Further Learning & Certification

  • Cloud Data Governance and Catalog: Configuring IDMC Metadata (MicroLearning)
  • Cloud Data Governance and Catalog: Deleting or Purging a Catalog Source (MicroLearning)
  • Cloud Data Governance and Catalog: Data Classification (MicroLearning)
  • Cloud Data Governance and Catalog: Asset Groups (MicroLearning)
  • Cloud Data Governance and Catalog: Data Observability (MicroLearning)
  • Cloud Data Governance and Catalog: Stakeholders in Data Governance (MicroLearning)
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
  • Metadata Access Control
  • 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
  • Lineage Discovery
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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