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Data Director
Sample Application
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Table of Contents
Data Director Sample Application Overview ....................................................... 1
Sample Application Components ............................................................................... 1
Prerequisites .......................................................................................................... 1
Prerequisites
To use this sample IDD application, you must first fulfill the following prerequisites:
The Informatica MDM Hub, cleanse adapters, and Cleanse Match Servers are
already configured and operational in your environment. For more information,
see the Informatica MDM Hub Installation Guide for your platform.
The ORS schemas are configured and contain some test data. For the IDD
sample application, you will use the sample schema (sip_sample.dmp) that
accompanies the Informatica MDM Hub Resource Kit. This ORS must be
registered in the Hub Console. For sample schema installation instructions, see
the Informatica MDM Hub Resource Kit Guide.
Configuration and initial testing should be done using a Informatica MDM Hub
user account with unrestricted privileges to the target ORS schema.
Packages used for search results must already be created in the Hub Console.
For more information about Hub Console tools, see the Informatica MDM Hub IDD
Implementation Guide, Hub Console Help, or the Informatica MDM Hub
Administration Guide.
Note: An asterisk (*) next to a field label indicates that the field is required.
Click Add and, in the Logical ORS Databases dialog, specify a name for the logical
ORS. For this sample, name the logical ORS Demo.
The IDD Configuration tool prompts you to bind the logical ORS to a physical
instance. Select the appropriate physical instance from the drop-down list (in the
following screen shot, sip_sampl is selected).
Click Save and the IDD Configuration tool returns you to the main screen. The
newly-created IDD application is added to the list of applications.
You have now defined an empty IDD application that is bound to the sip_sampl
ORS.
Notice that Add is replaced with Add Subject Area Group and the button is now
enabled. Click Save to save your work so far.
Click Add Subject Area Group to continue. This displays the Subject Area Group
window.
For this sample, we are going to expose customer records in the IDD. Begin by
defining the Customers subject area group.
Name: Specify Customers
Display Name: Specify Customers
Logical ORS: Specify Demo
Primary Table: Select Party for this subject area group.
Click OK to confirm these settings. The IDD Configuration tool adds Customers as a
subject area group inside the Demo IDD application.
Click Add Subject Area to start defining a subject area under Customers. In the
Subject Area window:
Define the Person subject area in Customers.
In the Layout tab, click Change Column Selection to select which columns to
display for this subject area.
Copy the columns to expose for this subject area. Specify the order in the Selected
Columns list using the buttons to the right of the list. Click OK when finished.
Select the Name Prefix Cd, click Edit Layout, change the Field Size to SMALL, and
click OK.
Configure Match Settings
Select the Person node in the Subject Areas tree. Add Subject Area changes to
Add Subject Area Child.
Click Add Subject Area Child.
Select the match path Address as defined in the ORS base object.
Click Change Column Selection.
The Available Columns list will display columns available from the Address object.
Copy the columns to expose in the IDD application into the Selected Columns list,
and order the columns as necessary using the buttons to the right of the list. Click
OK when you are done.
You can change the order of the columns, the style of the field (text, calendar,
checkbox, long calendar, field, combo box), and the field size in the final layout in
this panel.
Click Layout to edit the layout of the columns. Select the State Cd, click Edit
Layout, and change the Field Size to SMALL.
This takes you back to the Edit Application view. Notice Addresses has been added
as a child to the subject area Person.
11
In the main view, select the Demo application from the list. Click Validate.
Ignore any errors for now. Only fatal errors restrict users from logging into this IDD
application. For more information about errors, see the Informatica MDM Hub Data
Directory Implementation Guide.
13
Select from the Available Items list and move items to the Currently Active Items
list to display on your Dashboard. Use the buttons to the right to organize your
layout. Click Save.
After changing the layout, your Dashboard might look similar to the following
example.
15
This opens the Query Builder window. Define a new query in Query Builder by
specifying the subject area. In this case, define a query for Person.
Notice that the Available Attributes section is updated with attributes and children
available to the Person subject area, as previously defined in the IDD Configuration
tool.
Select the attributes to use in the query. For this example, use Display Name, First
Name, and Last Name from the root object Person; Address Line1, Address Line2,
City Name, State Cd, and Postal Cd from the Addresses child; and Phone Number
from the TelephoneNumber child.
For a query defined on a subject area, as opposed to subject area group, we can
specify an attribute for sorting when the records are displayed in the search result.
In this example, sort by the persons last name.
Click OK, and then Apply to complete the query definition and exit Query Builder.
17
The newly defined query is now available in IDD. However, this query definition is
not persisted across sessions until we save it.
Save the New Query
In the Save Query As window, specify a name for the query. You have the option to
enter a description, make it public so other users can use it, or make it the default
query so that it is first query you see whenever you open a Search tab.
Click Save Query when you are done. The new query now shows up in the Saved
Queries tab.
Test the New Query
Test the newly defined query by looking for a customer who we only know as Ada
and lives in Pasadena, California. The query name is now displayed in place of New
Query.
IDD displays all the records that match the query criteria specified in the Search
Results section.
To view each record in detail, select the record in the results list and click Open
above the list.
19
IDD opens a new tab to display the Person details related to Ada Hardy. You can
see the child records and their attributes associated with this particular Person
record.
Note: The attributes of the record available in this view are determined by how
they were defined in the IDD Configuration tool.
You can examine the Addresses records to make sure that Ada Hardy really does
have an address in Pasadena, California.
BDDBundle_en.properties
BDDHelp.zip
MetadataBundle.properties
MetadataBundle_en.properties
MessageBundle.properties
MessageBundle_en.properties
ErrorCodeBundle.properties
ErrorCodeBundle_en.properties
The properties files contain localization information. You can create localization
support in your IDD application for other locales by creating other localized
properties files (for example BDDBundle_de.properties, etc.) and importing them
using the IDD Configuration tool.
The BDDConfig.xml file contains the configuration you created using the IDD
Configuration tool in XML format. You can manually update this file to further
customize your IDD application. See the Informatica Data Director Implementation
Guide for more details.
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Additional Resources
See the Informatica MDM Hub Administrator Guide for detailed information on
specific Informatica MDM Hub features, the Informatica Data Director
Implementation Guide for implementation and configuration details, the Javadoc
found in the Resource Kit for information on SIF functionality, and the HTML files
that document the elements and attributes in the IDD configuration XML file (in the
Resource Kit under docs/bddXsdDoc).