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: Installing Secure Agent
• Lab: Creating a SQL Server Connection
• Lab: Creating a Business 360 Connection
• Lab: Creating 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: Creating Users and Assigning Privileges

Module 5: Reference Data Modeling and Management

• Data Modeling
• Adding System Reference Data
• Reference Data sets and Code lists
• Lab: Adding System Reference Data
• Lab: Creating a Reference Data Set

Module 6: Managing Code Lists and Code Values

• Code lists Overview
• Creating and defining a Code List
• Creating hierarchical and dependent Code lists
• Assigning Stakeholders
• Creating Code Values
• Comparing Code Lists
• Importing Code Values
• Lab: Importing Code Values
• Lab: Creating a Dependent Reference Data Set
• Lab: Creating a Hierarchical Reference Data Set
• Lab: Viewing 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: Creating Basic Rule Associations
• Lab: Creating Advanced Rule Associations
• Lab: Setting Dependency Between Reference Data Attributes
• Lab: Setting Default Values for Attributes in a Code List

Module 8: Importing and Exporting Jobs

• Ingress Data
• Egress Data
• Monitoring Jobs
• Scheduling Jobs
• Lab: Ingress Data from SQL Server
• Lab: Egress Data to a Flat File
• Lab: Creating a Job Schedule

Module 9: Crosswalks and Search

• Crosswalks
• Value Mappings
• Performing Search
• Lab: Creating a Crosswalk
• Lab: Exporting a Crosswalk
• Lab: Performing Search

Module 10: Defining Hierarchies

• Hierarchy Model
• Importing values into the Hierarchy
• Editing Hierarchies
• Exporting Hierarchies
• Lab: Creating a Hierarchy

Module 11: Managing Approval Workflows

• Workflow Tasks
• Approval Process
• Multi-step Approval Process
• Lab: Creating Workflows

Module 12: Reference 360 REST APIs

• General format of Reference 360 REST APIs
• Creating Assets using a REST API
• Listing entries using REST APIs
• Importing and exporting data
• Lab: Creating and Listing Reference Data Sets Using REST APIs
• Lab: Importing and Exporting Data

Module 13: Workshop

• Build an end-to-end Reference Data Model