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MDM: Multidomain Edition Configuration 

onDemand | MDM | Self-Paced

MDM: Multidomain Edition Configuration

Course Overview

This course is applicable to software version 10.2. Gain the skills necessary to configure a data model and implement business rules in Informatica MDM Multidomain Edition (MDM Hub). Learn the fundamental aspects of an MDM implementation and options for extending product capabilities. 

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Objectives

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

  • Define and create a data model within MDM 
  • Configure MDM processes including Stage, Load, and Match 
  • Leverage Merge Manager and Data Manager for Merge and Unmerge processes
  • Utilize Log files

Target Audience

  • Data Analyst
  • Data Steward
  • Developer

Prerequisites

  • None

Agenda

Module 1: Introduction to MDM Multidomain Edition

  • Master Data Management definitions
  • Goals of Master Data Management (MDM)
  • Key capabilities of Informatica's Multidomain Edition (MDM Hub) solution
  • Informatica MDM Hub Application Server and Database Server tiers
  • Master data workflow within the Informatica MDM Hub
  • Capabilities of Trust Framework

Module 2: Define the MDM Data Model  

  • Data model elements
    • Operational Reference Store
    • Landing tables purpose, content, and best practices
    • Base object tables purpose and content
    • Staging tables purpose and content
    • Creating landing tables, base object tables, and staging tables
  • Relationships
    • One-to-Many and Many-to-Many relationship types
    • Foreign-key relationships between base objects of the data model
    • Many-to-many relationships between the base objects of the data model
  • Lookups
    • Automatic lookups
    • Self-defined lookups

Module 3: Configure the Stage Process

  • Process Server and creating mappings
    • Purpose of the Process Server
    • Registering a Process Server
    • Basic and complex mappings
    • Building blocks used in transformational logic mapping
    • Purpose of a function
    • Associating function types to descriptions
    • Predefined function types
    • Constants
    • Conditional Execution Component
    • Basic Mapping
    • Cleanse List
    • Testing a mapping
    • Graph and cleanse functions in a Mapping

  • Delta Detection and Audit Trail
    • Delta Detection purpose
    • Conditions for using delta detection
    • Conditions under which Data Rejection occurs
    • Characteristics of Audit Trail
    • Delta detection options and raw data retention periods

  • Executing MDM Hub Processes
    • Stage Process Flow sequence
    • Batch Viewer
    • Stage job from INFA VIBE platform

Module 4: Configure the Load Process

  • Trust and Validation Rules
    • Overview of Trust
    • Calculating Trust
    • Conditions for leveraging Trust
    • Characteristics of Validation Rules
    • Setting Trust
    • Behaviors for switching ON or OFF various functions
    • Adding a Validation Rule
    • Setting Cell and Null Updates

  • The Load Process
    • Load process for UPDATES, INSERTS, and REJECTS

Module 5A: Overview of Match and Merge Processes

  • Resolving issues with Master Data Management 
  • Resolving duplication 
  • Challenges associated with duplicate records 
  • Purposes of Matching and Merging 
  • Exact and Fuzzy matching 
  • Match Tokens 
  • Match Path 
  • Match Columns 
  • Characteristics of the Provider Columns for Match Columns 
  • Multiple records match on multiple columns 
  • Match Process Flow 
  • Configure matching in the MDM Console

Module 5B: Configure Exact Matching

  • Match rules
  • Exact matching
  • Match rule properties for filtering (Matching NULLS and Segment Matching)
  • Match rules using match columns

Module 5C: Configure Fuzzy Matching

  • Fuzzy matching
  • Characteristics of Populations
  • Matching population types to their descriptions
  • Match Keys
  • Key Type matching keys property
  • Key Width match key property
  • Search level used in Fuzzy matching
  • Configuring a range search
  • Fields for standard populations
  • Match Purpose fuzzy rules property

Module 5D: Configure the Merge Process

  • Consolidation state of a record
  • Sequence of the Merge Process
  • Distinguish when to use Automatic versus Manual Merge methods
  • Immutable Source System
  • Distinct system
  • Rules of a distinct source system
  • Unmerge Child When Parent Unmerges option
  • Selecting Merge Properties (Match/Merge Setup Details)
  • Automatic match and merge
  • Running automatic match and merge jobs
  • External Matching

Module 6: Configure Data Access Views

  • Goals of queries and packages
  • Impact Analysis tool
  • Packages types
  • Creating a PUT-enabled package

Module 7: Configure Batch Processes and CLI Support

  • Configuring and Executing Batch Processes
    • Jobs most often assembled into Batch Groups
    • Assembling a Batch Group
    • Batch Groups, Batch Group Levels, and Batch Jobs
    • Creating and Executing a Batch Group
  • Running Jobs through CLI
    • CLI configuration
    • Password encryption
    • CLI capabilities

Module 8: Utilize Data Management Tools

  • The purposes of Data Steward and Merge Manager
  • Editing and merging records manually
  • Using Data Manager
  • Results of an unmerge
  • Standard and tree unmerge

Module 9: System Information and Logs 

  • Enterprise Manager
    • MDM Hub Console Enterprise Manager tabs
  • Log Files
    • Log files related to the MDM Hub Console
    • Using Enterprise Manager's ORS Database tab

Module 10: User Objects 

  • User objects registered with MDM
  • User Object Registry tool 
  • User Exits 
  • Exits used in the Stage, Load, Match, Merge, and Unmerge processes

Module 11: Additional Product Features

  • Brief Overview of Additional Features
  • Exporting an ORS to a changelist using Metadata Manager

 
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onDemand | MDM | Self-Paced | Version 10.2

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