MDM SaaS:
Manage Multidomain Data

Module 1: Informatica Intelligent Data Management Cloud (IDMC) Overview

• Informatica Intelligent Data Management Cloud Overview
• Terminologies used in IDMC
• IDMC Architecture
• Capabilities of the IDMC Platform
• Administrator Service
• Secure Agents and Runtime Environment
• Connections
• Lab: Starting the Environment
• Lab: Installing Secure Agent
• Lab: Creating a SQL Server Connection
• Lab: Creating a Business 360 Connection
• Lab: Creating a Flat File Connection

Module 2: Multidomain MDM SaaS and Business 360 Overview

• Challenges of managing Master Data
• Multidomain MDM SaaS Overview
• Multidomain MDM SaaS Architecture
• Key Features and Benefits
• User Interfaces
• Business 360 Console Overview
• Lab: Multidomain MDM UI Walkthrough
• Lab: Business 360 Console UI Walkthrough

Module 3: Defining Business Entities

• Defining Custom Business Entities
• Adding basic, smart and reference Fields to a Business Entity
• Configuring Field Properties
• Configuring Custom Business ID
• Dynamic Fields
• Business Entity Lookup Fields Configuration
• Lab: Creating and Configuring Custom Business Entities
• Lab: Creating and Configuring Dynamic Fields
• Lab: Managing Business Entities (Configuring custom business ID, Business Entity Lookup Fields Configuration)

Module 4: Managing and Migrating Assets

• Migrating Projects and Assets
• Identifying supported Assets for Migration
• Identifying dependent Objects
• Exporting Assets
• Importing Assets
• Lab: Importing and Exporting Custom Business Entities

Module 5: Defining Hierarchies and Relationships

• Defining Hierarchy Model
• Defining Relationships
• Configuring Relationship Attributes
• Lab: Creating a Hierarchy Model and Defining Relationships

Module 6: Designing User Interface

• Designing Custom Pages
• Configuring Search Components
• Configuring Applications
• Lab: Creating Page Layouts
• Lab: Importing Page Layout
• Lab: Adding Objects to Multidomain MDM Application

Module 7: Configuring Data Quality and Survivorship

• Configuring Data Quality Rules
• Enriching Data
• Uniqueness Criteria
• Survivorship for a Business Entity
• Decay Rule for Source Systems
• Cleansing and Standardizing Data
• Lab: Adding basic and advanced Data Quality Rules
• Lab: De-duplication of multivalued Field Groups
• Lab: Configuring Survivorship

Module 8: Managing Custom User Roles and Privileges

• User and User roles
• Creating Custom User Roles
• Assigning Prerequisite Privileges on IICS Level
• Assigning Privileges to the Custom User for Business Entities and Related Records
• Lab: Creating Custom Users and configuring Privileges for them
• Lab: Defining Attribute-Based Access Control Rule (ABAC)

Module 9: Onboarding Data

• Add new records
• Ingress overview
• Egress overview
• Import business entity data from a CSV files
• Bulk Edit of Records
• Automapping
• Lab: Adding Records
• Lab: Adding Related Records
• Lab: Import Data From a Flat File
• Lab: Ingressing Data From a SQL Server
• Lab: Configuring Automapping
• Lab: Egressing Data to a Flat File
• Lab: Creating Dynamic Field Records

Module 10: Managing Data

• Manage records
• Export data from business entities
• Bulk Edit of records
• Lab: Performing Filtered Search
• Lab: Testing the ABAC rules in Multidomain MDM
• Lab: Edit Multiple Records Sequentially
• Lab: Edit Multiple Records in Bulk

Module 11: Configuring Business Events and Workflows

• Configuring Business Events
• User triggered vs. System-generated events
• Enriching records with workflows
• Custom workflows
• Publishing Events
• Lab: Configuring Custom Workflows
• Lab: Enriching records with a Workflow
• Lab: Publishing Events

Module 12: Configuring Match Model

• Challenges with duplicate records
• Configure a match model
• Declarative match rules
• Segment matching
• Lab: Creating a Match Model and Declarative Match Rules
• Lab: Defining Segment Matching

Module 13: Defining Match and Merge Jobs

• Define and run a match and merge job
• Define and run a generate merge tasks job
• Manual merge
• View merged records
• Enriching records
• Null Matching
• External Matching
• Lab: Create and Run Automated and Manual Match & Merge Jobs
• Lab: Match and Export Data
• Lab: Configuring Null Matching

Module 14: Managing Hierarchies and Analyzing Data Model

• Add records to the hierarchies
• Analyzing the data model
• Lab: Managing Hierarchies and Analyzing the Data Model

Module 15: Manage Reports and Dashboard

• Create custom reports
• Add reports to the dashboard
• Edit, update, and delete reports and dashboards
• Lab: Creating Custom Reports for All Records
• Lab: Creating Reports for Individual Record