MDM: Multidomain Edition Configuration - On Demand (MDMMEC-OD)(10.2)

This course is applicable to software version 10.2. 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.
 
Objectives
After successfully completing this course, students should be able to:
  • Define and create a data model within MDM
  • Configure MDM processes including Stage, Load, and Match
  • Leverage Merge Manager and Data Manager for Merge and Unmerge processes
  • Utilize Log files
 
Target Audience
Data Analyst
Data Steward
Developer
 
Prerequisites
None
 
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Agenda
Module 1: Introduction to MDM Multidomain Edition
  • Master Data Management definitions
  • Goals of Master Data Management (MDM)
  • Key capabilities of Informatica's Multidomain Edition (MDM Hub) solution
  • Informatica MDM Hub Application Server and Database Server tiers
  • Master data workflow within the Informatica MDM Hub
  • Capabilities of Trust Framework
Module 2: Define the MDM Data Model
  • Data model elements – Operational Reference Store; Landing tables purpose, content, and best practices; Base object tables purpose and content; Staging tables purpose and content; Creating landing tables, base object tables, and staging tables
  • Relationships - One-to-Many and Many-to-Many relationship types; Foreign-key relationships between base objects of the data model; Many-to-many relationships between the base objects of the data model
  • Lookups – Automatic lookups; Self-defined lookups
Module 3: Configure the Stage Process
  • Process Server and creating mappings - Purpose of the Process Server; Registering a Process Server; Basic and complex mappings; Building blocks used in transformational logic mapping; Purpose of a function; Associating function types to descriptions; Predefined function types; Constants; Conditional Execution Component; Basic Mapping; Cleanse List; Testing a mapping; Graph and cleanse functions in a Mapping
  • Delta Detection and Audit Trail - Delta Detection purpose; Conditions for using delta detection; Conditions under which Data Rejection occurs; Characteristics of Audit Trail; Delta detection options and raw data retention
  • Periods
  • Executing MDM Hub Processes - Stage Process Flow sequence; Batch Viewer; Stage job from INFA VIBE platform
Module 4: Configure the Load Process
  • Trust and Validation Rules - Overview of Trust; Calculating Trust Conditions for leveraging Trust; Characteristics of Validation Rules; Setting Trust; Behaviors for switching ON or OFF various functions; Adding a Validation Rule; Setting Cell and Null Updates
  • The Load Process - Load process for UPDATES, INSERTS, and REJECTS
Module 5A: Overview of Match and Merge Processes
  • Resolving issues with Master Data Management
  • Resolving duplication
  • Challenges associated with duplicate records
  • Purposes of Matching and Merging
  • Exact and Fuzzy matching
  • Match Tokens
  • Match Path
  • Match Columns
  • Characteristics of the Provider Columns for Match Columns
  • Multiple records match on multiple columns
  • Match Process Flow
  • Configure matching in the MDM Console
Module 5B: Configure Exact Matching
  • Match rules
  • Exact matching
  • Match rule properties for filtering (Matching NULLS and Segment Matching)
  • Match rules using match Columns
Module 5C: Configure Fuzzy Matching
  • Fuzzy matching
  • Characteristics of Populations
  • Matching population types to their descriptions
  • Match Keys
  • Key Type matching keys property
  • Key Width match key property
  • Search level used in Fuzzy matching
  • Configuring a range search
  • Fields for standard populations
  • Match Purpose fuzzy rules property
Module 5D: Configure the Merge Process
  • Consolidation state of a record
  • Sequence of the Merge Process
  • Distinguish when to use Automatic versus Manual Merge methods
  • Immutable Source System
  • Distinct system
  • Rules of a distinct source system
  • Unmerge Child When Parent Unmerges option
  • Selecting Merge Properties (Match/Merge Setup Details)
  • Automatic match and merge
  • Running automatic match and merge jobs
  • External Matching
Module 6: Configure Data Access Views
  • Goals of queries and packages
  • Impact Analysis tool
  • Packages types
  • Creating a PUTenabled package
Module 7: Configure Batch Processes and CLI Support
  • Configuring and Executing Batch Processes - Jobs most often assembled into Batch Groups; Assembling a Batch Group; Batch Groups, Batch Group Levels, and Batch Jobs; Creating and Executing a Batch Group
  • Running Jobs through CLI – CLI configuration; Password encryption; CLI capabilities
Module 8: Utilize Data Management Tools
  • The purposes of Data Steward and Merge Manager
  • Editing and merging records manually
  • Using Data Manager
  • Results of an unmerge
  • Standard and tree unmerge
Module 9: System Information and Logs
  • Enterprise Manager - MDM Hub; Console; Enterprise; Manager tabs
  • Log Files - Log files related to the MDM Hub Console; Using Enterprise Manager's ORS Database tab
Module 10: User Objects
  • User objects registered with MDM
  • User Object Registry tool
  • User Exits
  • Exits used in the Stage, Load, Match, Merge, and Unmerge processes
Module 11: Additional Product Features
  • Brief Overview of Additional Features
  • Exporting an ORS to a changelist using Metadata Manager