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Cloud Reference 360:
Manage Reference Data

Instructor Led | IDMC | 2 Days | October 2024 Release

Course Overview

Design, onboard, manage, and monitor reference data using Reference 360 – a cloud-based Service. Create crosswalks to translate how different applications represent the same business term, build hierarchies, and also view historical information about your reference data assets.
Applicable for users of October 2024 Release. 

Objectives

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

  • Discuss Informatica Intelligent Cloud Services
  • Discuss Reference 360 functionalities
  • Demonstrate Reference 360 menu options
  • Discuss some key concepts related to Reference 360
  • Use the Reference 360 REST APIs to interact with your reference data
  • Create reference data sets
  • Create code lists
  • Manage code values
  • Import and export code values
  • Ingress and Egress data
  • Schedule jobs
  • Monitor jobs
  • Create crosswalks
  • Create Hierarchies
  • Manage workflows

Target Audience

  • Developer

Prerequisites

  • None
Agenda
Module 1: Informatica Cloud Services Overview
  • Introduction to Informatica Intelligent Cloud Services (IICS)
  • Benefits of Using the Cloud Platform
  • Terminologies used in IICS
  • IICS architecture
  • Informatica Cloud runtime environments
  • Administrator Service
  • Connections
  • Lab: Install IICS Secure Agent
  • Lab: Create a SQL Server Connection
  • Lab: Create a Business 360 Connection
  • Lab: Create a Flat File Connection
Module 2: Reference 360 Overview
  • Challenges of Reference data management
  • Importance of Reference data management
  • Key features and benefits
  • Reference 360 architecture
  • Reference 360 terminologies
  • Components
  • Key concepts
Module 3: Exploring the Reference 360 User Interface
  • UI components
  • UI Walkthrough
Module 4: Users, Groups, and Roles
  • IICS Users
  • Reference 360 roles
  • Stakeholder roles
  • Privileges of the Reference 360 roles
  • Privileges of the Stakeholder 360 roles
  • Guidelines for assigning roles
  • Lab: Create Users and Assign Privileges
Module 5: Manage Reference Data
  • Data modeling
  • Add metadata picklist values using REST APIs
  • Reference data sets and code lists
  • Add code values to a code list
  • Import values into a code list
  • Monitor jobs and troubleshoot common errors
  • Lab: Add Metadata Picklist Values Using Rest API
  • Lab: Create a Reference Data Set
Module 6: Manage Jobs
  • Ingress Data
  • Egress Data
  • Monitor Jobs
  • Schedule Jobs
  • Lab: Ingress Data from SQL Server
  • Lab: Egress Data to a Flat File
  • Lab: Create a Job Schedule
Module 7: Workflows
  • Workflow tasks
  • Approval process
  • Multi-step approval process
  • Lab: Create workflows
Module 8: Code Lists and Code Values
  • Code lists overview
  • Create and define a code list
  • Create Hierarchical and Dependent code lists
  • Assign Stakeholders
  • Create code values
  • Compare code lists
  • Import code values
  • Basic and Advanced Rule Association
  • Lab: Create a Dependent Reference Data Set
  • Lab: Create a Hierarchical Reference Data Set
  • Lab: Create Basic Rule Associations
  • Lab: Create Advanced Rule Associations
Module 9: Crosswalks and Search
  • Crosswalks
  • Value mappings
  • Perform Search
  • Lab: Create a Crosswalk
  • Lab: Perform Search
Module 10: Reference 360 REST APIs
  • General format of Reference 360 REST APIs
  • Create assets using a REST API
  • List entries using REST APIs
  • Import and export data
  • Lab: Create and List Reference Data Sets using REST APIs
  • Lab: Import and Export Data
Module 11: Hierarchies
  • Hierarchy model
  • Import values into the Hierarchy
  • Edit Hierarchies
  • Export Hierarchies
  • Lab: Create a Hierarchy
Module 12: Workshop
  • Build reference data end-to-end on your own
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