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MDM 9.x: Using Informatica Data Director 

Instructor-led | MDM | 1 Day (60% lecture, 40% hands on lab)

MDM 9.x: Using Informatica Data Director 

Course Overview

This one day, instructor-led course provides business users, such as Data Stewards, with the knowledge and skills needed to manage the data in a master reference store using Informatica Business Data Director. This class is taught using a generic sample BDD Application and data model.

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Objectives

It is the goal of this course that the student leaves the course understanding what Informatica Data Director is and generally how to use it. Since every implementation will be different, reflecting each user’s business processes and rules, we will not teach any specific business process.

Target Audience

  • Developers
  • Administrators
  • Analysts

Prerequisites

  • Database concepts
  • Technology
  • Metadata concepts

Agenda

1. Master Data Overview

  • Master Data
  • Challenges
  • Solutions
  • Primary drivers for Data Governance

2. Data Governance Overview

  • What is Data Governance?
  • Master Data within a Data Governance Framework
  • Informatica MDM Multidomain Edition and Data
  • Governance
  • Primary drivers for Data Governance

3. Informatica Data Director Introduction

  • Informatica Data Director – Effective Master Data
  • Governance
  • MDM Multidomain Edition with Informatica Data
  • Director
  • Key Functionality

4. IDD User Interface

  • IDD User Interface
  • Dashboard Charts
  • Logging on to IDD Application

5. Subject Area Groups and Subject Areas

  • Subject Area
  • Subject Area Groups
  • Subject Area Groups and Subject Areas

6. Searching for Data

  • Searching for Data
  • Search and Subject Areas
  • Basic and Extended Search
  • Query Builder
  • Query Actions & Icons
  • Creating Data
  • Duplicate Check on Save
  • Creating Data, Safely

7. Data Cleansing

  • Cleanse Function Application
  • Validation

8. Working with Merge Candidates

  • System Assigned Merge Tasks
  • Compare Search Results
  • Duplicates and Merge Candidates
  • Examining Potential Matches
  • Merging Potential Matches

9. Viewing Cross-references

  • Manage: The Best Version of Truth
  • Cross References

10. Viewing History

  • Change History & Lineage
  • System Columns

11. Unmerging records

  • Unmerging Records
  • Cross Reference Only
  • Cross Reference with Lineage
  • Merging & Unmerging Records

12. Hierarchy View

  • Hierarchy View
  • Hierarchy Manager
  • Hierarchy View: Features
  • Hierarchy History
  • Working with Relationships

13. IDD Security

  • Roles and Privileges
  • Function Level security
  • Additional IDD Security Capabilities

14. Workflow, Tasks, and Act

  • Workflows consist of Tasks and Actions
  • Tasks and actions defined
  • How Tasks relate to Actions
  • Task security related to Roles
  • Batch processes as they relate to IDD
  • redefined Tasks
  • Predefined Actions

15. Task Assignment and Notification

  • Most Tasks are created by Users
  • Task Notification and Assignment

 
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Instructor-led | MDM | 1 Day (60% lecture, 40% hands on lab)

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