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MDM 10.1: Configuring Informatica Data Director

Instructor-Led| MDM | 3-Days

MDM 10.1: Configuring Informatica Data Director

Course Overview

Evaluate the concept of Master Data Management using the Informatica MDM Data Director tool, and the essential terminologies/concepts used for developing the IDD applications. These concepts are necessary to understand what goes into an IDD implementation and introduces the users to the fundamental capabilities of the IDD user interface.   This course is applicable to software version 10.1.

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Objectives

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

  • Describe terms and concepts around MDM and Data Governance Use MDM components
  • Create an IDD application and configure application-level properties
  • Create subject areas and subject area groups
  • Relate base object relationships with subject area relationships
  • Configure lookups
  • Utilize MDM Hub cleanse functions from within the IDD application
  • Configure data search capabilities
  • Import and export bulk master data within IDD
  • Track data changes with timeline
  • Access hierarchies from IDD
  • Configure workflows, tasks, and IDD security
  • Localize an IDD application and configure custom help
  • Configure IDD application to access Hierarchy Manager
  • Customize user interface extensions
  • Learn and use e360 framework
  • Learn and understand the usage of the Provisioning tool

Target Audience

  • Developers
  •  Data Governance Managers

Prerequisites

  • Networking technology
  • Server machines
  • Database concepts and technologies

Agenda

Module 1: Introduction

  • Define Master Data
  • Identify the challenges and high-level of master data across multiple applications
  • Introduce the concept of Data Governance and its Framework
  • List some of the primary drivers for Data Governance
  • Relate the MDM Hub with Informatica Data Director (IDD)
  • Describe the key functionalities of Informatica Data Director (IDD)
  • Identify the IDD Components and pre-configuration steps
  • Configure custom start page for a role

Module 2: Components of an IDD Application

  • Launch the IDD Configuration Manager
  • List the components of an IDD application and outline options for creating it
  • State the purpose of binding a IDD schema to an ORS in the MDM Hub
  • Describe the concept of an IDD application as a source system among other possible source systems for the MDM Hub
  • Describe the concept of trust in the MDM Hub
  • State the purpose of assigning the source system used for the IDD application with the highest trust
  • Create a new IDD application and bind the application to an ORS

Module 3: Subject Areas and their Relationships

  • State the purpose of the Subject Area Group
  • Create a Subject Area Group
  • State the purpose of the Subject Area
  • Cite MDM Hub concepts that pertain to Subject Areas and Subject Area Groups
  • Relate the MDM Hub Multidomain data model with the IDD Subject Area
  • Associate a given list of descriptions with a Subject Area
  • State the purpose of the Search Result Display Package
  • Recognize where to configure the layout of a Subject Area
  • Describe the various child subject area relationships
  • Create child subject area relationships
  • Describe the various grandchild subject area relationships
  • Describe the sibling reference
  • Describe how parent data is included in a subject area
  • Describe how to filter child records
  • Filter child records in an IDD application

Module 4: Lookups and Data View Features

  • State the purpose of lookups
  • Add a dropdown lookup field to a subject area
  • State the purpose and use case of dependent lookups
  • State the purpose and use case of lookup tables with a sub-type column
  • Identify requirements to localize lookup values
  • State the purpose of Entity Search lookups

Module 5: Data Cleansing, Standardization, and Validation

  • List the high-level cleanse, standardization, and validation capabilities from within an IDD application
  • Identify when cleanse functions will execute on primary and child objects
  • State the purpose of the ValidationStatus cleanse parameter
  • Outline the format of the ValidationStatus cleanse parameter
  • Use and test a cleanse function from an application

Module 6: Search and Match Master Data

  • List the three types of search provided in IDD and what they are based on
  • Describe the three types of search
  • List the capabilities of the Basic Search
  • List the capabilities of the Extended Search
  • Configure Extended Search Capabilities and Find Duplicates for New and Existing Records
  • List the capabilities of the Advanced Search
  • Create an Advanced Search query using the Advanced Query Builder tool
  • Perform an Advanced Search using the Advanced Search query
  • Configure and perform Smart Search

Module 7: Master Data Imports and Exports

  • Configure Export Profiles
  • Export ALL records based on search results
  • Export a SELECTED set of records based on search results
  • Export data in FULL and COMPACT export forms
  • State the purpose of the Import Profile
  • State the purpose of the Data Import Template
  • List the steps to enable data importing
  • Describe how to select the Data Import Template using the Configuration Manager
  • Import master data from XLSX or CSV files using the Import Wizard

Module 8: Managing Data Change Events

  • Describe the timeline feature and state its purpose
  • Outline the outcome of the current version based on a given Effective Date and the History
  • Predict if a new version is created based on a particular timeline scenario
  • Determine the active version at a given point of time
  • Choose the appropriate characteristics of timeline rules
  • Describe how to enable timeline in the MDM Hub
  • Relate the timeline state management to the state management in the MDM Hub
  • Create new and future records using the timeline feature
  • View and search for timeline records

Module 9: Configuring IDD for Hierarchies

  • Explain the purpose of Hierarchy in MDM
  • Discuss the various Hierarchy components
  • Describe the purpose of Hierarchy Manager in MDM and IDD

Module 10: Workflow and Security

  • Define what is a workflow
  • Explain why state management is required for IDD workflows
  • Describe the Workflow Configuration in IDD
  • State the purpose of the Task Notification and Assignment engines
  • State the purpose of Security
  • Explain the purpose of Secure Resources in MDM
  • Explain in brief Object Security and Task Security
  • Define what is data security and security filters
  • Mask data in an IDD application based on a role
  • Outline recommendations for configuring security for an IDD application
  • Describe the purpose of Single Sign On in IDD

Module 11: Localization and Help Files

  • Identify the various resource bundle files used in IDD
  • Interpret the basic syntax of a bundle file
  • Modify text displayed in the IDD Dashboard using a localized Bundle file
  • Describe how to replace the logo in the IDD Dashboard
  • Distinguish between the two types of Help files
  • Explain how Help files can be localized
  • List the steps on how to customize Help files in IDD

Module 12: Customizing the IDD User Interface

  • Identify the configuration file used to configure charts
  • Describe a datasource node
  • Assign descriptions to each of the various chart definition attributes
  • Describe the various kinds of chart types possible in the IDD Dashboard
  • List the ways in which code can be embedded in an IDD application
  • Identify the areas where custom actions may be configured in the IDD application
  • Identify the ExternalLink components supported in an IDD application
  • Cite the location of samples for call backs in the Configuration Guide
  • Add a top-level tab using Dashboard UI extensions
  • Add a Standard Custom Action using an ExternalLink component of the IFRAME
 
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Instructor Led | MDM | 3-Days

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