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Enterprise Data Catalog: Configuration and Maintenance

Instructor Led | Data Catalog | 4 Days | Version 10.5

Course Overview

Install, configure, and maintain an Enterprise Data Catalog (EDC) environment. Using the Catalog Administrator, learn to manage and monitor resources, schedules, attributes, and connections for initial implementation and ongoing system maintenance.
This course is applicable to version 10.5. 

Objectives

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

  • List the steps to install and configure EDC considering the sizing requirements
  • Scan resources to obtain datasets
  • Enable profiling in resources
  • Manage resources, schedules, attributes, synonyms and connections
  • Configure reusable settings
  • Configure EDC for cloud, data preview and provisioning, Data Asset Analytics
  • Manage data domains and composite data domains
  • Monitor and troubleshoot EDC
  • Create custom models and custom resource types

Target Audience

  • Architect
  • Developer
  • Administrator

Prerequisites

  • None
Agenda
Module 1: Enterprise Data Catalog - Overview
  • Major Business Challenges
  • EDC as a Solution
  • Key capabilities of EDC
  • Metadata and Metadata Management
  • EDC architecture
  • EDC features
  • EDC concepts
  • Catalog administration tasks
  • Catalog Administrator workspaces
Module 2: EDC Pre-Installation
  • Installation overview
  • Installation Phases
  • Perform Pre-installation steps
  • Deployment Methods 
Module 3: EDC Installation
  • Pre-installation checklist
  • Installation Files
  • Installation modes
  • EDC Installation
  • Installation in Silent Mode
  • Post-installation phases
  • Uninstallation steps
Module 4: Resource Creation
  • Overview of resources and scanners
  • Creation of Users
  • Create and scan resources:
    • Oracle
    • PowerCenter
    • Axon
    • Informatica Platform
  • Supported File System and File Formats
  • Lab: Create Users in Informatica Administrator
  • Lab: Create an Oracle Resource
  • Lab: Create a PowerCenter Resource
  • Lab: Create an Axon Glossary Resource
  • Lab: Create an Informatica Platform Resource
  • Lab: Create an Avro Resource
  • Appendix: Create a Data Quality Resource
  • Appendix: Create an MDM Resource
Module 5: Security
  • Resource Security
  • Users and Groups Permissions
  • Lab: Configure Permissions for Resources
Module 6: Resource Management
  • Reference Resources
  • Connections Management
  • Connection types
  • Profile Configuration Management
  • Similarity Resources
  • Metadata and Data Profile Filters
  • Unique Key Inference
  • Business Term Propagation
  • Reusable Data Integration Service (DIS) configuration
  • Schedule Management
  • Lab: Manage Connections
  • Lab: Manage Connections for the Informatica Platform Resource
  • Lab: Enable Profiling and Data Discovery
  • Lab: Set Up a Reusable Data Integration Service Configuration
  • Lab: Create a Schedule
  • Lab: Create a Similarity Discovery Resource
  • Lab: Enable Metadata Filter
  • Lab: Enable Business Term Association
  • Lab: Enable Reference Resources
Module 7: Configuring EDC
  • Enabling IICS integration with EDC
  • Enabling Data Asset Analytics
  • Enabling Data Preview and Provisioning
  • Lab: Create an Informatica Intelligent Cloud Services Resource
  • Lab: Enable Data Asset Analytics
  • Lab: Enable Data Flow Analytics
  • Appendix: Pre-requisites for IICS integration
  • Appendix: Enable EDC for Data Preview and Provisioning
Module 8: Data Domains
  • Data Domain Discovery
  • Data Domain Discovery Types
  • Supported Resource Types for Data Discovery
  • Data Domains and Data Domain groups
  • Data Domain Curation
  • Data Domain Inference
  • Data Domain Propagation
  • Composite Data Domains
  • Smart Domains
  • Data Similarity
  • Lab: Create Rule-Based Data Domains
  • Lab: Import Data Domains
  • Lab: Create a Data Domain Group
  • Lab: Create Smart Domains
  • Lab: Create Composite Data Domains
  • Lab: Data Domain Curation
Module 9: Attribute Management and Synonyms
  • System and Custom attributes
  • Attribute properties
  • Edit system attributes
  • Create and use custom attributes
  • Synonym definition files
  • Upload the synonym definition file in Catalog Administrator
  • Lab: Create a Custom Attribute
  • Lab: Load Synonyms
Module 10: Custom Models and Resources
  • Types of metadata models
  • Custom scanner framework
  • Custom metadata integration
  • Create and manage custom model
  • Create the custom resource type
  • Create the custom resource
  • Custom Scanners
  • Extracting metadata from custom scanners
  • Metadata Ingestion
  • Lab: Create a Custom Scanner
Module 11: Advanced Scanners
  • Introduction
  • Advanced Scanner Architecture
  • Advanced Scanner Tool
  • Connections
  • Repository Databases
  • Administration
  • Stored Procedures
  • Lab: Create an Oracle Advanced Scanner Resource
  • Appendix: Install Advanced Scanners (Post EDC Installation)
Module 12: Monitoring and Troubleshooting EDC
  • Monitor resources and tasks
  • Manage tasks
  • Apply filters to monitor tasks
  • Troubleshoot errors in EDC
Module 13: REST APIs
  • REST API Overview
  • Concepts Exposed by REST API
  • HTTP Methods
  • Cataloging with REST APIs
  • Lineage Filter APIs
  • Resource Execution API
  • Resource Information API
  • Model Modification API
  • Lab: Run and Monitor a Resource Scan
  • Lab: Create a Custom Attribute
  • Lab: Create New Search Tab
  • Lab: List Inferred Business Terms
  • Lab: Create Lineage Filter
Module 14: Performance Tuning
  • Performance tuning stages and parameters
  • EDC sizing recommendations
  • Tuning performance based on the size of the data
  • Tuning performance for similarity
  • Tuning profile warehouse
  • Data integration service system requirements for profiling
  • Tuning for profiling performance
  • Data integration service parameters
  • Profile configuration in data integration service
  • Data integration service profiling properties
  • Lab: Tune Services using infacmd Autotune Command
Module 15: Customizing Search and Views
  • Filter panel
  • Search result views
  • Asset Overview
  • Search Results
  • Search Ranks
  • Prefilters
  • Lab: Customize the Filter Panel
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