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MDM: Multidomain and Hierarchy Configuration

Instructor Led | MDM | 5 Days | Version 10.2

MDM: Multidomain and Hierarchy Configuration

Course Overview

This course is applicable to software version 10.x. Discover the skills necessary to configure a data model and business rules in Informatica MDM Multidomain Edition (MDM Hub) for a given data model and set of business rules. Learn the concepts of hierarchies, configure entity objects, entity types, hierarchies, relationship base objects, relationship types, and profiles in the Hierarchy Manager. 

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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
  • Describe hierarchies
  • List the components of hierarchies
  • Create entities and entity types
  • Define relationships and relationship types
  • Configure profiles
  • Deploy hierarchies

Target Audience

  • Developer


Agenda

Multidomain Configuration

Module 1: Introduction 

  • 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 the Trust Framework

Module 2: Define the MDM Data Model  

Lesson 1: Define the Data Model
  • 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
Lesson 2: Customer Data Models
  • Creating landing tables from Sales source system
  • Creating the Customer base object 
  • Creating staging tables for Customer data from the Sales and CRM source systems 
Lesson 3: Relationships
  • Identifying 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

Module 3: Configuring the Stage Process

Lesson 1: Process Server & 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
  • Reusable Cleanse components with descriptions
  • Supported external data cleansing options
  • Testing a mapping
  • Graph and cleanse functions in a Mapping
Lesson 2: Configuring 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
  • Stage Process Flow sequence
  • No error jobs
  • Batch Viewer
  • Stage job

Module 4: Configuring the Load Process

Lesson 1: Setting Trust, Validation Rules, and the Load Process
  • Overview of Trust
  • Calculating the 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
  • Load process for UPDATES, INSERTS, and REJECTS

Module 5: Configuring Match and Merge Processes

Lesson 1: Match and Merge Overview 
  • 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
Lesson 2: Configuring Exact Matching
  • Match rules
  • Exact matching
  • Match rule properties for filtering (Matching NULLS and Segment Matching)
  • Match rules using match columns
Lesson 3: Configuring 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
Lesson 4: Configuring 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

Module 6: Configuring Data Access Views 

Lesson 1: Creating Queries and Packages
  • Goals of queries and packages
  • Impact Analysis tool 
  • Packages types
  • Creating a PUT-enabled package

Module 7: Configure Batch Processes

Lesson 1: Configuring and Executing Batch Processes
  • Jobs most often assembled into Batch Groups
  • Assembling a Batch Group
  • Batch Groups, Batch Group Levels, Batch Jobs 
  • Creating and Executing a Batch Group

Module 8: Utilize Data Management Tools 

Lesson 1: Managing Records with Merge Manager and Data Manager
  • The purposes of Data Steward and Merge Manager
  • Editing and merging records manually
  • Using Data Manager
  • the results of an unmerge
  • Standard and tree unmerge 

Module 9: System Information and Logs 

Lesson 1: Enterprise Manager
  • MDM Hub Console Enterprise Manager tabs
Lesson 2: Log Files
  • Log files related to the MDM Hub Console 
  • Using Enterprise Manager's ORS Database tab

Module 10: User Objects 

Lesson 1: User Exits and Custom 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 MDM Product Features 

Lesson 1: Brief Overview of Additional Features
  • Exporting an ORS to a changelist using Metadata Manager

 

Hierarchy Manager

Module 1: Introduction

  • Challenges of managing relationships
  • Objectives of hierarchy management
  • Review the scenario used for the lab exercises in this course

Module 2: Enabling Hierarchy Manager

  • Hierarchy Manager for an MDM Operational Reference Store
  • System repository base objects (RBOs)

Module 3: Entities and Entity Types

  • Entity Base Objects
  • Entity Types

Module 4: Hierarchies, Relationships and Relationship Types

  • Hierarchies and Relationships
  • Relationship Types

Module 5: HM Packages

  • Package for a relationship object
  • Build a package for a FK relationship object
  • Generate a package for an entity object

Module 6: HM Profiles

  • New profile creation
  • Assign packages to a profile

Module 7: Loading Data and Testing HM Configuration

  • Load data and test our HM Configuration
 
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Instructor Led | MDM | 5 Days | Version 10.2  

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