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MDM: Multidomain and Hierarchy Configuration

onDemand | Master Data Management | Self-Paced | Version 10.4

Course Overview

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. Using Hierarchy Manager, create and edit Base Objects, Entity Base Objects, Hierarchies, Relationship BOs, and create packages and profiles.
This course is applicable to software version 10.4.0.

Objectives

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

  • Define and create a Data Model within MDK
  • Configure MDM processes including Stage, Load, and Match
  • Leverage Merge Manager and Data Manager for Merge and Unmerge process
  • Utilize Log Files
  • Explore Hierarchy Manager
  • Enable Hierarchy Manager for an MDM Operational Reference Store
  • Create and edit Base Objects
  • Create Entity Types
  • Create Hierarchies, Relationships, and Relationship types
  • Create Packages for a Relationship object and FK Relationship object
  • Assign Packages to a profile
  • Load data and test the HM configuration

Target Audience

  • Developer
  • Data Analyst
  • Data Steward

Prerequisites

  • None
Agenda
Module 1: Introduction 
  • Identify the Master Data
  • Informatica MDM Multidomain Edition
  • History of the MDM Product
  • MDM Hub Core Capabilities
  • MDM Hub Architecture
  • Batch Data Process Flow
  • Trust Framework
Module 2: Define the MDM Data Model
  • Data Model
  • Base Object
  • Landing Table
  • Staging Table
  • Relationships
  • Lookups
  • Lab: Create Customer Data Models
  • Lab: Define Lookups
Module 3: Relationships and Lookups
  • Relationships
  • Lookups
  • Lab: Define Lookups
Module 4: Configure the Stage Process
  • Overview: The Build Phase
  • Review: Application Server Tier Process Server
  • Process Server
  • Modes of Process Server
  • Basic Mappings
  • Complex Mappings
  • Cleanse Functions
  • Constants
  • Conditional Execution Components
  • Testing Mappings
  • Function-Level Logging
  • Cleanse Functions and Mappings
  • Search and Replace Scenarios
  • Cleanse Lists
  • Cleanse Lists Inputs
  • External Data Cleansing
  • Address Cleansing with AddressDoctor
  • Delta Detection
  • Jobs
  • The Stage Process Flow
  • Detailed Stage Process Flow
  • Batch Viewer
  • Staging from INFA VIBE Platform (DQ Developer)
  • Lab: Register a Process Server
  • Lab: Create Basic Mapping
  • Lab: Create Cleanse List and Graph Function in a Mapping
  • Lab: Run Staging Jobs
Module 5: Configure the Load Process
  • Trust
  • Validation Rule
  • Load Process
  • Lab: Set Trust, Validation Rules, Cell Update, and Null Update
  • Lab: Run Loading Jobs
Module 6: Match and Merge Processes Overview
  • Purpose of the Matching and Merging
  • Distinguish between Exact matching and Fuzzy matching
  • Purpose of match rules
  • Match Path
  • Lab: Setting Match Strategy, Match Columns, and Match Path
Module 7: Exact Match
  • Exact Match process
  • Match Rule sets
  • Exact match filtering
  • Configure an Exact match rule
  • Configure a Range Search for the Match Rule Set
  • Lab: Configure an Exact Match Rules Set and a Range Search
Module 8: Fuzzy Match
  • Fuzzy matching
  • Benefits of populations
  • Configure a Range search
  • Fuzzy match process filtering
  • Design Match Keys Distribution
  • Fuzzy Match Rule Set
  • Lab: Configure a Fuzzy Match Rule Set
Module 9: Merge Process
  • Merge process
  • Create Merge settings
  • Automatic versus Manual Merge methods
  • External matching
  • Lab: Setting Merge Options for Match Rules
Module 10: Configure Data Access Views
  • Queries
  • Query Types
  • Effect of Schema Changes
  • Impact Analysis Tool
  • Packages
  • Package Types
  • Lab: Create Queries and Packages
Module 11: Configure Batch Processes CLI Support
  • Review: Batch Processes
  • Overview: Batch Processes
  • Batch Group
  • Batch Group Execution
  • Lab: Configure Batch Groups
Module 12: Utilize Data Management Tools
  • Role of the Data Steward
  • Review: Consolidation Flags
  • Merge Manager
  • Data Manager
  • Unmerge and Tree Unmerge
  • Data Manager Tool
  • Lab: Merge Records Using Merge Manager
  • Lab: Unmerge Records using Data Manager
Module 13: Additional MDM Product Features
  • Informatica Data Director (IDD)
  • Hierarchy Manager
  • Hierarchy in IDD
  • Entity 360 View
  • Repository Manager
  • Security Access Manager (SAM)
  • Data Encryption
  • Dynamic Data Masking (DDM)
  • State Management
  • Message Queues
  • Workflow
  • Workflow Manager
  • Lab: Export an ORS to a Changelist
Module 14: Introduction to Hierarchy Manager
  • Master Data Management
  • Challenges of Managing Relationships
  • Hierarchy Management
  • Hierarchy Manager in MDM
Module 15: Enabling Hierarchy Manager
  • System Repository Base Objects
  • Hierarchy Elements
  • Entity Icons
  • Connecting to Hierarchy Manager
  • Lab: Connecting to the ORS and creating the system repository base objects
Module 16: Entities and Entity Types
  • Entities
  • Entity Types
  • Entities, Entity Objects, & Entity Types
  • Lab: Converting Base Objects to Entity Base Object
  • Lab: Creating New Entity Base Objects
  • Lab: Creating Entity Types
  • Lab: Working with Entity Types
Module 17: Hierarchies, Relationships, and Relationship Types
  • Hierarchies
  • HM Relationship Types
  • Relationships and Relationship Types
  • Lab: Editing Hierarchies and Using a Query to View the Hierarchy Objects
  • Lab: Converting Base Objects to Relationship Base Objects
  • Lab: Creating Foreign Key Relationship Objects
  • Lab: Creating New Relationship Objects
  • Lab: Creating, Editing, and Deleting Relationship Types
Module 18: Packages
  • HM Packages
  • HM Package Groups
  • Lab: Creating Relationship Object Packages
  • Lab: Creating FK Relationship Object Packages
  • Lab: Creating Entity Object Packages
Module 19: Profiles
  • HM Profiles
  • HM Profiles and Roles
  • HM Profiles and Packages
  • Lab: Creating New Profiles and assigning Packages to Profile Objects
Module 20: Loading Data and Testing the HM Configuration
  • Migrating the Records from Landing to BO
  • Populate the Model
  • Lab: Loading the HM Data
  • Lab: Test the HM Implementation
Module 21: Appendix
  • Enterprise Manager
  • MDM Hub Console Log File
  • User Objects
  • User Object Registry Tool
  • User Exits
  • User Exits in the STAGE Process
  • User Exits in the LOAD Process
  • Post_load Parameters
  • User Exits in the MATCH Process
  • Post_match Parameters
  • User Exits in the MERGE Process
  • Post_merge Parameters
  • User Exits in the UNMERGE Process
  • Post_unmerge Parameters
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