Cloud Reference 360:
Manage Reference Data

Module 1: Informatica Intelligent Data Management Cloud (IDMC) Overview

• Introduction to Informatica Intelligent Data Management Cloud (IDMC)
• Terminologies used in IDMC
• IDMC architecture
• Informatica cloud runtime environments
• Administrator service
• Connections
• Benefits of using the cloud platform
• Lab: Install 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

• Importance and challenges of reference data management
• Key features and benefits
• Reference 360 architecture
• Reference 360 terminologies
• Components and key concepts

Module 3: Exploring the Reference 360 User Interface

• UI components
• UI Walkthrough

Module 4: Defining Users, Roles, and Privileges

• IICS Users
• Reference 360 roles
• Stakeholder roles
• Privileges of the Reference 360 roles
• Privileges of the Stakeholder roles
• Guidelines for assigning roles
• Lab: Create Users and Assign Privileges

Module 5: Reference Data Modeling and Management

• Data modeling
• Add system reference data
• Reference data sets and code lists
• Lab: Add System Reference Data
• Lab: Create a Reference Data Set

Module 6: Managing 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
• Lab: Import Code Values
• Lab: Create a Dependent Reference Data Set
• Lab: Create a Hierarchical Reference Data Set
• Lab: View Code Values at a Specific Point in Time

Module 7: Managing Attributes and Data Quality

• Data Quality
• Guidelines for basic rule associations
• Add basic rule associations
• Rules and guidelines for advanced rule associations
• Defining Attributes
• Configuring display attributes
• Lab: Create Basic Rule Associations
• Lab: Create Advanced Rule Associations
• Lab: Set Dependency Between Reference Data Attributes
• Lab: Set Default Values for Attributes in a Code List

Module 8: Import and Export 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 9: Crosswalks and Search

• Crosswalks
• Value mappings
• Perform Search
• Lab: Create a Crosswalk
• Lab: Export a Crosswalk
• Lab: Perform Search

Module 10: Defining Hierarchies

• Hierarchy model
• Import values into the hierarchy
• Edit hierarchies
• Export hierarchies
• Lab: Create a Hierarchy

Module 11: Manage Approval Workflows

• Workflow tasks
• Approval process
• Multi-step approval process
• Lab: Create Workflows

Module 12: 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 13: Workshop

• Build an end-to-end reference data model