MDM Training Program

DOCUMENT HISTORY
MDM Training
DOC NO: Program
ISSUANCE REVISION
DATE NUMBER DESCRIPTION OF CHANGE UPDATERD BY.
01/26/2016 New MDM Training Program Mushtaq Hussain

01/26/2016 New MDM Training Program Zain Akhter
01/26/2016 New MDM Training Program Roohan Aziz
F4.21.2
Document No.: MDM Training Program
Department: INSTEP INC
MDM Training Program Supersedes: N/A
Issue Date: 01/26/2016
Page: 2 of 53
Table of Contents
1 Purpose...............................................................................................................................................................................................3
2 Scope...................................................................................................................................................................................................3
3 Definitions and Acronyms.................................................................................................................................................................3
4 References...........................................................................................................................................................................................3
5 Informatica MDM Training Program................................................................................................................................................3
5.1 Configuring Hub Console............................................................................................................................................................3
5.2 Accessing Hub Console...............................................................................................................................................................7
5.3 Soap UI (Simple Object Access Protocol User Interface).........................................................................................................13
5.4 IDD (Informatica Data Director)..............................................................................................................................................18
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1 Purpose
The purpose of this document is to set up an MDM training program. This document should train the users in how to
configure the basics in Informatica MDM 9.7. It should help them understand the core fundamentals of Informatica MDM
9.7 product. It should also show them how external applications can be built to take advantage of the Informatica MDM
system.
2 Scope
The procedures on this document will train users in how to configure the basics in Informatica MDM 9.7 using Hub
Server, Process Server, Hub Store, IDD and SoapUI.
3 Definitions and Acronyms

N/A – Not Applicable
DEV – Development
QA – Quality Assurance
PROD – Production
LANG – Language
IDD – Informatica Data Director
MDM – Master Database Management
4 References
N/A
5 Informatica MDM Training Program
5.1 Configuring Hub Console

5.1.1 Install JRE 1.7.0.45 – Install JRE 1.7.0.45 from the given link.
Link = https://instep.sharepoint.com/_layouts/15/download.aspx?SourceUrl=%2FShared%20Documents
%2FTechnology%2FMDM%20Training%20Data%2Fjre%2D7u45%2Dwindows
%2Dx64%2Ezip&FldUrl=&Source=https%3A%2F%2Finstep%2Esharepoint%2Ecom%2FShared
%2520Documents%2FForms%2FAllItems%2Easpx%3FRootFolder%3D%252FShared%2520Documents
%252FTechnology%252FMDM%2520Training%2520Data%26FolderCTID
%3D0x012000407DA09BC2898844A0C1013D3528D6B6%26View%3D
%257BFB047867%252DB403%252D402B%252D9EBE%252D5885731B004A%257D
5.1.2 Set Host Name on host file – Set Host name of your server on windows host file with its IP address.
First goto the location on ” c:\windows\System32\drivers\etc\”
Then open the file named “hosts” on notepad and add the following line
“104.239.249.157 instep-cdi-server”
Save file and close.
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5.1.3 Set Environment Variables – Set environment variables for java using the steps given below
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JAVA_HOME=”C:\Program Files\Java\jre1.7.0_45”
Path=”%JAVA_HOME%\bin” (append at the end)
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5.1.4 Download JNLP file of Hub Console – Download the JNLP file of hub console from the given link of Hub
Server.
Link=http://104.239.249.157:9081/cmx
5.1.5 Run JNLP file using command Prompt – Run the JNLP file using java verbose from command prompt.
Goto directory of JNLP file using command prompt then type on command prompt “javaws –verbose siperian-
console.jnlp”.
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5.2 Accessing Hub Console

5.2.1 Login Hub console –Enter your username and password on hub console password screen
5.2.2 Select ORS name to access –Select the desired ORS name from the next screen appeared on hub console.
5.2.3 Create Source System – Create the required source systems by using the following steps.
 Expand workbenches
 Expand Model
 From Write Lock select Acquire Lock
 Select System and Trust
 Right click on System and Add System
 Name = SRC1
 Description = Source1
 Click OK
 Repeat the above process for Source2
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5.2.4 Create Base Object Tables – The base object tables can be created using the following steps.
 Expand Workbenches
 Expand Model
 Select Schema
 Right click on Base Objects and Add Item
 Select Base Object as Item Type
 Enter Display Name = C_PARTY
 Enter a Physical Name = C_PARTY
 Select Check box of Secure Resource
 Select Data Tablespaces = CMX_DATA
 Select Index Tablespace = CMX_INDX
 Click OK
 Repeat the above process for C_ADDRESS and C_PARTY_ADDRESS
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5.2.5 Create Columns on Base Object –The columns on base object can be created using following steps.
 Expand Model
 Select Schema
 Expand Base Object and select table C_PARTY
 Expand C_PARTY and select Columns
 Click on Add Column (GREEN PLUS SIGN) on right side toolbar
 Enter Column Details Display name = First_NM, Physical Name = First_NM, Data Type = VARCHAR, Length
etc.
 Repeat the above process for the rest of the columns
 Also select checkbox of the Trust for the fields First Name, Last Name, Birth Date and Gender.
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5.2.6 Creating Landing Tables –Create landing tables using the following steps.
 Expand Model
 Select Schema
 Right click on Landing Tables and Add Item
 Select Landing Tables as Item Type
 Enter Display Name = C_L_PARTY
 Enter a Physical Name = C_L_PARTY
 Select Data Tablespaces = CMX_DATA
 Select Index Tablespace = CMX_INDX
 Click OK
 Repeat the above process for rest of the landing tables
5.2.7 Create Columns on Landing Tables –The columns on landing tables can be created using following steps.
 Expand Model
 Select Schema
 Expand Landing Tables and select table C_L_PARTY
 Expand C_L_PARTY and select Columns
 Click on Add Column (GREEN PLUS SIGN) on right side toolbar
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 Enter Column Details Display name = First_NM, Physical Name = First_NM, Data Type = VARCHAR, Length
etc.
 Repeat the above process for the rest of the columns
 Click on Save on the Top Right side.
5.2.8 Creating Staging Tables –The staging tables can be created using the following steps.
 Expand Model
 Select Schema
 Expand Base Object and select table C_PARTY
 Expand C_PARTY table and select Staging table
 Right click on staging table and Add staging table
 Enter Display Name = C_S_SRC1_PARTY
 Physical Name = C_S_SRC1_PARTY
 System = SRC1
 Data Tablespace = CMX_DATA
 Index Tablespace = CMX_INDX
 From the columns tab below select the required columns for staging table
 Repeat the above process for staging table C_S_SRC2_PARTY using source system SRC2
 Also repeat the whole process for the rest of the staging tables.
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5.2.9 Set Trust score values for columns –The Trust values can be set using the following steps.
 Expand Model
 Select System and Trust
 Expand Trust and select C_PARTY
 Expand C_PARTY and select First_NM
 Set the values of maximum and minimum to 80 for SRC1
 Set the values of maximum and minimum to 70 for SRC2
 Save the settings and repeat the above process for the rest of the columns
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5.2.10Create Mappings Name –The Mappings Name can be created by using the following steps.
 Expand Model
 Select Mappings
 Right click on the blank portion and Add Mapping
 Name = MAP_ C_STG_SRC1_PARTY
 Landing Table = C_L_PARTY
 Staging Table = C_STG_SRC1_PARTY
 Select check box of secure resource
 Click OK
 Repeat the above process for MAP_ C_STG_SRC2_PARTY using staging table C_STG_SRC2_PARTY.
 Also repeat the above process for the rest of the mappings for other staging tables.
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5.2.11 Map Columns of landing to staging –To Map the columns of the landing tables to staging tables use the
following steps.
 Expand Model
 Select Mappings
 Click on the Mapping (MAP_ C_STG_SRC1_PARTY)
 Select Diagram from right side tabs
 Join required columns of landing table to staging table as First_NM to First_NM and Last_NM to Last_NM etc
 Add required Cleanse functions in between columns by clicking Add Function from right side toolbar
 Add required Constants in between columns by clicking Add Constants from right side toolbar.
 Click Save from Top Right corner of Hub console.
 Repeat the above process for MAP_ C_STG_SRC2_PARTY using staging table C_STG_SRC2_PARTY.
 Also repeat the above process for the rest of the mappings for other staging tables.
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5.2.12Create Cleanse Function (Graph Function) –The Cleanse Graph Function can be created using the following
steps.
 Expand Model
 Select Cleanse Functions
 Right click on blank space to create a category on Cleanse Functions and Add User Library
 Click OK to add cleanse functions group
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 Right click on USER group and Add Graph Function

 Name = PARTY_COMPRESS_CF
 Click OK to save
 Click on cleanse Function PARTY_COMPRESS_CF

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 Select Details from the right side tabs
 Click on Add Function from right side toolbar
 Select the required function to add on your function
 Click OK to add it
 Join the added functions according to your function requirement

 Multiple functions and multiple constants can be added to your function
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 The inputs and outputs of your function can also be increased depends upon the requirement
 Right click on input or output and click on edit input or edit output
 Inputs data types can also be changed
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 Click OK and save from the Top Right corner
5.2.13Create Cleanse Function (Cleanse List) –The Cleanse List can be created using the following steps.
 Expand Model
 Select Cleanse Functions
 Right click on blank space to create a category on Cleanse Functions and Add User Library
 Click OK to add cleanse functions group
 Right click on USER group and Add Cleanse List

 Name = ADDR_CLNS_LIST
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 Click on cleanse list ADDR_CLNS_LIST

 Select Details from the right side tabs
 Click on Add match and output string button (GREEN PLUS SIGN) from right side toolbar
 Match string = bill
 Output String = BILL
 Click OK to add it
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 Add all the required strings on the lists and use it on your function
 Right click on USER group and create a cleanse function
 Name = ADDR_TYPE_CF
 Click on cleanse function ADDR_TYPE_CF

 Click on Details tab
 Right click on blank space and Add Function ( ADDR_CLNS_LIST)
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 Right click on blank space and Add Constant

 Data Type = String
 Value = WORD

 Data Type = Boolean
 Value = Ture

 Data Type = String
 Value = NOT FOUND
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 Join the Constant ‘WORD’ with searchType of list

 Join the Boolean ‘TRUE’ with stopOnHit of list
 Join the Constant ‘NOT FOUND’ with defaultValue of list
 Join the input of function with input of list
 Join the output of function with output of list
 Click on save at the top right corner
 Test this cleanse function of list using Test tab
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5.2.14Creating Batch Group –The Batch group can be created using the following steps.
 Expand Utilities
 Select Batch Groups
 Right click on Batch Groups and Add Batch Group
 Name = All_Batch_Group
 Right click on Start and click on Add level below
 Select the required job for the batch group to run first
 Then select the other jobs to run after it.
 Complete batch group by adding all staging an then load jobs of tables to run in a sequence
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5.2.15Creating Queries –The queries can be created using the following steps.
 Expand Model
 Select Queries
 Right click on blank space and click on New Query Group
 Query Group Name = USER
 Click OK
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 Right click on USER and click on New Query

 Click on Next
 Query Name = Q_PARTY

 Query Group = USER
 Select Primary Table = C_PARTY
 Click Next
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 Select required fields for the query

 Click Finish
 Repeat the above process to create rest of the queries
5.2.16Creating Packages –The Packages can be created using the following steps.
 Expand Model
 Select Packages
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 Right click on Blank space and click on New Package
 Click Next
 Display Name = P_PARTY

 Physical Name = P_PARTY
 Select Enable PUT check box only if you want to access package using SIF
 Select Secure Resource check box
 Click Next
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 Expand Query Group

 Select query to use in package and click Finish
 Repeat the above process to create rest of the packages

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5.2.17Creating Match/Merge Setup –The Match/Merge setup for the records can be done using the following
steps.
 Expand Model
 Select Schema
 Expand Base Objects
 Select and expand C_PARTY table
 Click on Match/Merge Setup
 Click on Properties tab
 Set Match/Search Strategy = Fuzzy
 Set Fuzzy Population = US
 Click on Match Columns tab

 Select Key Type = Person Name
 Select Key Width = Standard
 Click Person_Name on Match Columns tab (below) having column type as Fuzzy Match Key
 Select First_NM and Last_NM columns from Match Column Contents tab (below)
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 Click on Add Exact Match Column from right side toolbar on Match Columns tab
 Field Name = Exact_Rule
 Shift columns DRV_LIC_ST_CD, DRV_LIC_EXP_DT and BIRTH_DT to right side
 Click OK
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 Click on Match Rule Sets tab at the top

 Click on Add button (GREEN PLUS SIGN) on Match Rule Set tab
 Name = Fuzzy_Rule
 Click OK
 Search Level = Typical
 Select check box Enable Search by Rules
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 Click on Add button (GREEN PLUS SIGN) below on Match Rules tab
 Click on Edit Match Columns
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 Select check box Person_Name (fuzzy columns)

 Click OK
 Match Purpose = Person Name

 Click OK
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 Click Save
 For more detail on accessing hub console see document on given link
 Link = https://instep.sharepoint.com/_layouts/15/download.aspx?SourceUrl=%2FShared%20Documents
%2FTechnology%2FMDM%20Training%20Data%2FMDM%5F971%5FConfigurationGuide%5Fen
%2Epdf&FldUrl=&Source=https%3A%2F%2Finstep%2Esharepoint%2Ecom%2FShared%2520Documents
%2FForms%2FAllItems%2Easpx%3FRootFolder%3D%252FShared%2520Documents%252FTechnology
%252FMDM%2520Training%2520Data%26FolderCTID
%257BFB047867%252DB403%252D402B%252D9EBE%252D5885731B004A%257D
5.2.18Creating Validation Rule –The Validation Rule can be set using the following steps.
 Expand Model
 Select Schema
 Expand Base Objects
 Expand C_PARTY and select Columns
 Select check box of Validate for the column DRV_LIC_ST_CD
 Click on Save
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 Select Validation Rules Setup from C_PARTY

 Click on Add Validation Rule button (GREEN PLUS SIGN) from the right side
 Rule Name = ALL_PARTY_RULE
 Rule Type = Existence Check
 Downgrade percentage = 50%
 Rule SQL = WHERE S.DRV_LIC_ST_CD ISNULL
 Click OK
 Click Save button
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5.3 Soap UI (Simple Object Access Protocol User Interface)

5.3.1 Soap UI (Search Call) –The Soap UI search call is used to search records from base objects which is done in
following steps.
 Download Soap UI from the following link
 Link = “https://instep.sharepoint.com/_layouts/15/download.aspx?SourceUrl=%2FShared%20Documents
%2FTechnology%2FMDM%20Training%20Data%2FSoapUI
%2Dx64%2D5%2E0%2E0%2Ezip&FldUrl=&Source=https%3A%2F%2Finstep%2Esharepoint%2Ecom
%2FShared%2520Documents%2FForms%2FAllItems%2Easpx%3FRootFolder%3D%252FShared
%2520Documents%252FTechnology%252FMDM%2520Training%2520Data%26FolderCTID
%257BFB047867%252DB403%252D402B%252D9EBE%252D5885731B004A%257D”
 Install and run Soap UI on your system
 Click on File and select New Soap Project
 Initial WSDL = http://104.130.230.168:9080/cmx/request/wsdl
 Click OK
 Select Search Match from SIF calls list

 Expand Search Match and open Request 1
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 Edit Request 1 as given below

 ----------------------------------------------------------
 <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
xmlns:urn="urn:siperian.api">
 <soapenv:Header/>
 <soapenv:Body>
 <urn:searchMatch>
 <urn:username>admin</urn:username>
 <urn:password>
 <urn:password>admin</urn:password>
 <urn:encrypted>false</urn:encrypted>
 </urn:password>
 <urn:orsId>instepDB-ROOHAN</urn:orsId>
 <urn:siperianObjectUid>PACKAGE.P_PARTY</urn:siperianObjectUid>
 <urn:recordsToReturn>1</urn:recordsToReturn>
 <urn:matchType>NONE</urn:matchType>
 <urn:recordsToMatch>
 <urn:field>
 <urn:stringValue>Roohan</urn:stringValue>
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 <urn:name>FIRST_NM</urn:name>
 <urn:stringValue>Aziz</urn:stringValue>
 <urn:name>LAST_NM</urn:name>
 </urn:field>
 </urn:recordsToMatch>
 </urn:searchMatch>
 </soapenv:Body>
 </soapenv:Envelope>
 -----------------------------------------------------------------------------
 Click on submit request (GREEN PLAY BUTTON)
 The output search results are shown on the right side
 Similarly you can search using any package with its fields
5.3.2 Soap UI (Cleanse Put Call) –The Soap UI Cleanse Put call is used to insert data on base object using
mappings which is done in following steps.
 Download Soap UI from the following link
 Link = “https://instep.sharepoint.com/_layouts/15/download.aspx?SourceUrl=%2FShared%20Documents
%2FTechnology%2FMDM%20Training%20Data%2FSoapUI
%2Dx64%2D5%2E0%2E0%2Ezip&FldUrl=&Source=https%3A%2F%2Finstep%2Esharepoint%2Ecom
%2FShared%2520Documents%2FForms%2FAllItems%2Easpx%3FRootFolder%3D%252FShared
%2520Documents%252FTechnology%252FMDM%2520Training%2520Data%26FolderCTID
 Install and run Soap UI on your system
 Click on File and select New Soap Project
 Initial WSDL = http://104.130.230.168:9080/cmx/request/wsdl
 Click OK
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 Select Cleanse Put from SIF calls list

 Expand Cleanse Put and open Request 1
 Edit Request 1 as given below

 ----------------------------------------------------------
 <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
xmlns:urn="urn:siperian.api">
 <soapenv:Header/>
 <soapenv:Body>
 <urn:cleansePut>
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 <urn:username>admin</urn:username>
 <urn:password>
 <urn:password>admin</urn:password>
 <urn:encrypted>false</urn:encrypted>
 </urn:password>
 <urn:orsId>instepdb-ROOHAN</urn:orsId>
 <urn:systemName>SRC1</urn:systemName>
 <urn:record>
 <urn:field>
 <urn:name>FIRST_NM</urn:name>
 <urn:stringValue>ROOHAN</urn:stringValue>
 </urn:field>
 <urn:field>
 <urn:name>LAST_NM</urn:name>
 <urn:stringValue>AZIZ</urn:stringValue>
 </urn:field>
 <urn:siperianObjectUid>MAPPING.MAP_ C_STG_SRC1_PARTY</urn:siperianObjectUid>
 </urn:record>
 <urn:generateSourceKey>true</urn:generateSourceKey>
 </urn:cleansePut>
 </soapenv:Body>
 </soapenv:Envelope>
 -----------------------------------------------------------------------------
 Click on submit request (GREEN PLAY BUTTON)
 The output search results are shown on the right side
 Similarly you can Put records using any Mapping with its fields
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5.4 IDD (Informatica Data Director)

5.4.1 Configure IDD Application – IDD application can be configured using the following steps.
- Copy and paste the link on browser
- Link = http://104.239.249.157:9081/bdd/config/config_login.jsf
- Enter Login Name = (username) and Password = (password)
- Click Log In button
- Click on the ADD button on the top of the page
- Type Name = USER_APP

- Type Display Name = USER_APP
- Click OK
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- Click on USER_APP from left tab (Applications)
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- Click on Add button from right side

- Select ORS name and write ORS Name
- Click OK
- Click on Subject Area Group and click on Add Subject Area Group
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- Name = SAG_PARTY
- Display Name = SAG_PARTY
- Logical ORS = PM_MDM_PRI_ORS
- Primary Table = Party
- Click OK
- Click on SAG_PARTY and then click on Add Subject Area
- Name = SA_PARTY
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- Display Name = SA_PARTY
- Search Result display package = PKG Party
- Click on Change Column Selection button

- Shift required columns to right side to add on subject area
- Click OK
- Click OK again
- Repeat the above process to create rest of the subject areas
- Click on Save Button
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- Click on Applications tab from right side

- Select your application (USER_APP) from right side
- Click on Validate button
- Resolve Errors on validate results

- Warnings can be ignored
- Click OK
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- Be sure validate result has NO errors

- Click on Application State and Select Full Deployed
- If the status shows Green Arrow then application is successfully deployed

- For more Detail on IDD see the given document link
- Link = “https://instep.sharepoint.com/_layouts/15/download.aspx?SourceUrl=%2FShared%20Documents
%2FTechnology%2FMDM%20Training%20Data%2FMDM
%5F970%5FInformaticaDataDirectorImplementationGuide%5Fen%2Epdf&FldUrl=&Source=https%3A%2F
%2Finstep%2Esharepoint%2Ecom%2FShared%2520Documents%2FForms%2FAllItems%2Easpx
%3FRootFolder%3D%252FShared%2520Documents%252FTechnology%252FMDM%2520Training
F4.25.3
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%2520Data%26FolderCTID%3D0x012000407DA09BC2898844A0C1013D3528D6B6%26View%3D
5.4.2 Use IDD Application (Data Entry) – IDD application can be used to enter data on base object tables with the
following steps.
- Copy and paste the link of your IDD application on browser
- Link = “http://104.239.249.157:9081/bdd/login.jsf?bdd_name=PIRDM_T2_ORS”
- Click on the Data tab on the top of the page
- Click on New at the top of the page

- Select the required subject area to enter data on its base object table
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- Enter the data on the fields of subject area to insert on base object tables
- The fields marked with * are the required input fields (NOT NULL)
- Click on Apply button
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- Click on Save button

- These records can be edit later from IDD
- Repeat the above process to add data on different base objects using IDD
%2FTechnology%2FMDM%20Training%20Data%2FMDM%5F970%5FInformaticaDataDirectorUserGuide
%5Fen%2Epdf&FldUrl=&Source=https%3A%2F%2Finstep%2Esharepoint%2Ecom%2FShared
5.4.3 Use IDD Application (Search Data) – IDD application can be used to search data from base object tables
with the following steps.
- Copy and paste the link of your IDD application on browser
- Link = “http://104.239.249.157:9081/bdd/login.jsf?bdd_name=PIRDM_T2_ORS”
- Click on the Search at the top of the page
- Click on the downward arrow at right side of the page after Saved Queries
- Select New and then Standard
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- Select the required subject area from which data is to search

- Select Attributes to add for search on added portion
- Click OK
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- Enter the fields on search column to search the records
- These records can be viewed OR edited

- Repeat the above process to add data on different base objects using IDD
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DOCUMENT HISTORY

01/26/2016 New MDM Training Program Mushtaq Hussain

3 Definitions and Acronyms

5 Informatica MDM Training Program

5.1 Configuring Hub Console

Path=”%JAVA_HOME%\bin” (append at the end)

5.2 Accessing Hub Console

 Right click on USER group and Add Graph Function

 Click on cleanse Function PARTY_COMPRESS_CF

 Join the added functions according to your function requirement

 Right click on USER group and Add Cleanse List

 Click on cleanse list ADDR_CLNS_LIST

 Click on cleanse function ADDR_TYPE_CF

 Right click on blank space and Add Constant

 Right click on blank space and Add Constant

 Right click on blank space and Add Constant

 Join the Constant ‘WORD’ with searchType of list

 Test this cleanse function of list using Test tab

 Right click on USER and click on New Query

 Query Name = Q_PARTY

 Select required fields for the query

 Repeat the above process to create rest of the queries

 Display Name = P_PARTY

 Expand Query Group

 Repeat the above process to create rest of the packages

 Click on Match Columns tab

 Click on Match Rule Sets tab at the top

 Select check box Person_Name (fuzzy columns)

 Match Purpose = Person Name

 Select Validation Rules Setup from C_PARTY

5.3 Soap UI (Simple Object Access Protocol User Interface)

 Select Search Match from SIF calls list

 Edit Request 1 as given below

 Select Cleanse Put from SIF calls list

 Edit Request 1 as given below

5.4 IDD (Informatica Data Director)

- Click on the ADD button on the top of the page

- Type Name = USER_APP

- Click on USER_APP from left tab (Applications)

- Click on Add button from right side

- Click on SAG_PARTY and then click on Add Subject Area

- Click on Change Column Selection button

- Click on Applications tab from right side

- Resolve Errors on validate results

- Be sure validate result has NO errors

- If the status shows Green Arrow then application is successfully deployed

- Click on the Data tab on the top of the page

- Click on New at the top of the page

- Click on Apply button

- Click on Save button

- Click on the Search at the top of the page

- Select the required subject area from which data is to search

- These records can be viewed OR edited

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