Course objectives

This course in Online or in-Class will train students on core techniques used to configure Informatica Data Director. On course completion, students will be capable of creating IDD applications and configuring their app-level properties. Creating subject areas and their relevant subject area groups along with relate base object relationships will also be taught in this course. Other critical processes in configuring Informatica Data Director like e360 framework, UI extensions will also be dealt with.

Training Format

1) Instructor-Led Online (Virtual) Training
2) Public Classroom Training
3) Self-paced video Training
4) Workshop

Course Duration

3 Days
45 Hours

Course Cost

$500 to $600

Prerequisites

Ideal candidates must have knowledge in networking, DBMS and server machines.

Targeted audience

This course is tailor-made to train Informatica developers, data governance experts and data architects become adept at IDD implementation and using it for routine tasks.

Course agenda

The course agenda is classified into 12 sections each focusing on a specific task that aids IDD configuration.

1. Introduction
a) Define Master Data
b) Identify the challenges and high-level of master data across multiple applications
c) Introduce the concept of Data Governance and its Framework
d) List some of the primary drivers for Data Governance
e) Relate the MDM Hub with Informatica Data Director (IDD)
f) Describe the key functionalities of Informatica Data Director (IDD)
g) Identify the IDD Components and pre-configuration steps
h) Configure custom start page for a role

2. Components of an IDD Application
a) Launch the IDD Configuration Manager
b) List the components of an IDD application and outline options for creating it
c) State the purpose of binding an IDD schema to an ORS in the MDM Hub
d) Describe the concept of an IDD application as a source system among other possible source systems for the MDM Hub
e) Describe the concept of trust in the MDM Hub
f) State the purpose of assigning the source system used for the IDD application with the highest trust
g) Create a new IDD application and bind the application to an ORS

3. Subject Areas and their Relationships
a) State the purpose of the Subject Area Group
b) Create a Subject Area Group
c) State the purpose of the Subject Area
d) Cite MDM Hub concepts that pertain to Subject Areas and Subject Area Groups
e) Relate the MDM Hub Multidomain data model with the IDD Subject Area
f) Associate a given list of descriptions with a Subject Area
g) State the purpose of the Search Result Display Package
h) Recognize where to configure the layout of a Subject Area
i) Describe the various child subject area relationships
j) Create child subject area relationships
k) Describe the various grandchild subject area relationships
l) Describe the sibling reference
m) Describe how parent data is included in a subject area
n) Describe how to filter child records
o) Filter child records in an IDD application

4. Lookups and Data View Features
a) State the purpose of lookups
b) Add a dropdown lookup field to a subject area
c) State the purpose and use case of dependent lookups
d) State the purpose and use case of lookup tables with a sub-type column
e) Identify requirements to localize lookup values
f) State the purpose of Entity Search lookups

5. Data Cleansing, Standardization, and Validation
a) List the high-level cleanse, standardization, and validation capabilities from within an IDD application
b) Identify when cleanse functions will execute on primary and child objects
c) State the purpose of the Validation Status cleanse parameter
d) Outline the format of the Validation Status cleanse parameter
e) Use and test a cleanse function from an application

6. Search and Match Master Data
a) List the three types of search provided in IDD and what they are based on
b) Describe the three types of search
c) List the capabilities of the Basic Search
d) List the capabilities of the Extended Search
e) Configure Extended Search Capabilities and Find Duplicates for New and Existing Records
f) List the capabilities of the Advanced Search
g) Create an Advanced Search query using the Advanced Query Builder tool
h) Perform an Advanced Search using the Advanced Search query
i) Configure and perform Smart Search

7. Master Data Imports and Exports
a) Configure Export Profiles
b) Export ALL records based on search results
c) Export a SELECTED set of records based on search results
d) Export data in FULL and COMPACT export forms
e) State the purpose of the Import Profile
f) State the purpose of the Data Import Template
g) List the steps to enable data importing
h) Describe how to select the Data Import Template using the Configuration Manager
i) Import master data from XLSX or CSV files using the Import Wizard

8. Managing Data Change Events
a) Describe the timeline feature and state its purpose
b) Outline the outcome of the current version based on a given Effective Date and the History
c) Predict if a new version is created based on a particular timeline scenario
d) Determine the active version at a given point of time
e) Choose the appropriate characteristics of timeline rules
f) Describe how to enable timeline in the MDM Hub
g) Relate the timeline state management to the state management in the MDM Hub
h) Create new and future records using the timeline feature
i) View and search for timeline records

9. Configuring IDD for Hierarchies
a) Explain the purpose of Hierarchy in MDM
b) Discuss the various Hierarchy components
c) Describe the purpose of Hierarchy Manager in MDM and IDD

10. Workflow and Security
a) Define what is a workflow
b) Explain why state management is required for IDD workflows
c) Describe the Workflow Configuration in IDD
d) State the purpose of the Task Notification and Assignment engines
e) State the purpose of Security
f) Explain the purpose of Secure Resources in MDM
g) Explain in brief Object Security and Task Security
h) Define what is data security and security filters
i) Mask data in an IDD application based on a role
j) Outline recommendations for configuring security for an IDD application
k) Describe the purpose of Single Sign On in IDD

11. Localization and Help Files
a) Identify the various resource bundle files used in IDD
b) Interpret the basic syntax of a bundle file
c) Modify text displayed in the IDD Dashboard using a localized Bundle file
d) Describe how to replace the logo in the IDD Dashboard
e) Distinguish between the two types of Help files
f) Explain how Help files can be localized
g) List the steps on how to customize Help files in IDD

12. Customizing the IDD User Interface
a) Identify the configuration file used to configure charts
b) Describe a data source node
c) Assign descriptions to each of the various chart definition attributes
d) Describe the various kinds of chart types possible in the IDD Dashboard
e) List the ways in which code can be embedded in an IDD application
f) Identify the areas where custom actions may be configured in the IDD application
g) Identify the ExternalLink components supported in an IDD application
h) Cite the location of samples for call backs in the Configuration Guide
i) Add a top-level tab using Dashboard UI extensions
j) Add a Standard Custom Action using an ExternalLink component of the IFRAM