MDM SaaS:
Manage Multidomain Data

onDemand | IDMC Master Data Management | Self-Paced | February 2025 Release

Course Overview

Configure Informatica Multidomain MDM SaaS on the IDMC platform. During this course, you will gain a working knowledge of Multidomain MDM SaaS to master multidomain data. Develop the skills necessary to configure a data model and implement business rules in Informatica's 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 February 2025 Release.

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 multidomain 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: Get Started
  • Lab: Configure SQL Server Database
  • 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
  • Key features and benefits
  • User Interfaces
  • Key Concepts
  • Business 360 Console Overview
  • Localization
  • Lab: Multidomain MDM UI Walkthrough
  • Lab: Business 360 Console UI Walkthrough
Module 3: Defining Business Entities
  • Define Data Model
  • Define Custom Business Entities
  • Add basic, smart and reference fields to a Business Entity
  • Configure Field Properties
  • Configure Custom Business ID
  • Business Entity Lookup Fields Configuration
  • 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 and Export 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
  • Lab: Define Attribute Based Access Control Rule (ABAC)
Module 9: Configuring Match Model
  • Challenges with Duplicate Records
  • Configure a Match Model
  • Declarative Match Rules
  • Segment Matching
  • Null Matching
  • Lab: Create a Match Model and Declarative Match Rules
  • Lab: Configure Segment Matching
  • Lab: Configure Null Matching
Module 10: Onboarding Data
  • Add new Records
  • Related Records
  • Import Business Entity data from a CSV files
  • Ingress Overview
  • Egress Overview
  • Automapping
  • Lab: Add Records
  • Lab: Add Related Records
  • Lab: Import Data from a Flat File
  • Lab: Ingress Data from SQL Server
  • Lab: Configure Automapping
  • Lab: Egress Data to a Flat File
Module 11: Managing Data
  • Manage Records
  • Search Records
  • Export Records
  • Export Data from Business Entities
  • Bulk edit of Records
  • Lab: Perform Filtered Search
  • Lab: Test the ABAC rules in Multidomain MDM
  • Lab: Edit Multiple Records Sequentially 
  • Lab: Edit Multiple Records in Bulk 
Module 12: Configuring Business Events and Workflows
  • Configuring Business Events
  • User triggered vs. system-generated Events
  • Enrich Records with Workflows
  • Custom Workflows
  • Lab: Configuring Custom Workflows
  • Lab: Enrich Records with a Workflow
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
  • Unmerge Records
  • Lab: Create and Run Automated Match and Merge Job
  • Lab: Create and Run Manual Match and Merge Job
  • Lab: Perform Segment Match
  • Lab: Perform Null Match
Module 14: Managing Hierarchies and Analyzing Data Model
  • Add Records to the Hierarchies
  • Analyze the Data Model
  • Lab: Manage Hierarchies and analyze the Data Model
Module 15: Managing Reports and Dashboard
  • Create Custom Reports
  • Add Reports to the Dashboard
  • Edit, update, and delete Reports and Dashboards
  • Lab: Create Custom Reports for all Records
  • Lab: Create a Report for an individual Record


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