MDM SaaS:
Manage Multidomain Data

Instructor Led | IDMC Master Data Management | 3 Days | Release 42

Course Overview

Configure Informatica Multidomain MDM SaaS on the IDMC platform. This course covers working knowledge of Multidomain MDM SaaS to automate and scale the practice of mastering data. Gain the skills necessary to configure a data model and implement business rules in Informatica Multidomain MDM SaaS. You will also learn to onboard data, create, and configure cleanse functions, define match, and merge criteria, and manage hierarchies, reports, and business events.
Applicable to Release 42.

Objectives

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

  • Understand IDMC’s Multidomain MDM and Business 360 Console
  • Setup runtime environments and connections
  • Define a new data model
  • Customize and configure the user interface
  • Perform data quality and configure survivorship
  • Consolidate duplicate data
  • Manage hierarchies
  • Configure privileges for custom user roles
  • Onboard data
  • Perform file imports
  • Perform searches
  • Import and export assets
  • Create a match model and add declarative rules to it
  • Define jobs and business events
  • Manage reports and dashboard

Target Audience

  • Developer

Prerequisites

  • None
Agenda
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: Start the Environment
  • Lab: Install Secure Agent
  • Lab: Create a SQL Server Connection
  • Lab: Create a Business 360 Connection
  • Lab: Create a Flat File Connection
Module 2: Multidomain MDM SaaS and Business 360 Overview
  • Describe the challenges of managing master data
  • Multidomain MDM SaaS overview
  • Multidomain MDM SaaS architecture
  • Advantages of Multidomain MDM SaaS
  • Key features and benefits
  • User Interfaces
  • Business 360 Console Overview
Module 3: Defining Business Entities
  • Define custom business entities
  • Add basic, smart and reference fields to a business entity
  • Configure field properties
  • Lab: Create and Configure Custom Business Entities
Module 4: Managing and Migrating Assets
  • Migrate Projects and Assets
  • Identify supported assets for migration
  • Identify dependent objects
  • Export assets
  • Import assets
  • Lab: Import Custom Business Entities
Module 5: Defining Hierarchies and Relationships
  • Define hierarchy model
  • Define relationships
  • Configure relationship attributes
  • Lab: Create a hierarchy model and define relationships
Module 6: Designing User Interface
  • Design custom pages
  • Configure search components
  • Configure applications
  • Lab: Create page layouts
  • Lab: Import page layout
  • Lab: Add Objects to Multidomain MDM Application
Module 7: Configuring Data Quality and Survivorship
  • Configure data quality rules
  • Enrich data
  • Uniqueness criteria
  • Survivorship for a business entity
  • Decay rule for source systems
  • Cleanse and standardize data
  • Lab: Add basic and advanced data quality rules
  • Lab: De-duplication of multivalued field groups
  • Lab: Configure Survivorship
 
Module 8: Managing Custom User Roles and Privileges
  • User and User roles
  • Create custom user roles
  • Assign prerequisite privileges on IICS level
  • Assign privileges to the custom user for business entities and related records
  • Lab: Create custom users and configure privileges for them
Module 9: Onboarding Data
  • Add new records
  • Manage records
  • Ingress overview
  • Egress overview
  • Export data from business entities
  • Import business entity data from a CSV file
  • Lab: Add Records
  • Lab: Add related records
  • Lab: Perform filtered search
  • Lab: Import data from a flat file
  • Lab: Ingress data from SQL Server
  • Lab: Egress data to a flat file
Module 10: Configuring Match Model
  • Challenges with duplicate records
  • Configure a Match model
  • Declarative Match rules
  • Lab: Create a Match model and add declarative Match rules
  • Lab: Define segment matching
Module 11: Defining Jobs and Business Events
  • Define and run a match and merge job
  • Define and run a generate merge tasks job
  • Manual merge
  • User-triggered vs. system-generated events
  • View merged records
  • Custom workflows
  • Lab: Run a match and merge job and execute business events
  • Lab: Configure custom workflows
Module 12: Managing Hierarchies and Analyzing Data Model
  • Add records to the hierarchies
  • Analyze the data model
  • Lab: Manage hierarchies and analyze the data model
Module 13: Managing Reports and Dashboard
  • Create custom reports
  • Add reports to the dashboard
  • Edit, update, and delete reports and dashboards
  • Lab: Create a report for all records
  • Lab: Create a report for an individual record


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