Overview of Informatica Data Director (IDD)

Explore the IDD application as a data governance tool for master data. Manage the golden copy from the MDM hub and enable business users to create and monitor data lineage.

Explore subject areas and subject area groups in Informatica MDM, detailing base objects as primary objects and their root, child, and grandchild relationships, plus MDM hub metadata for lookups.

Discover how Informatica IDD links with the MDM hub, using the services integration framework, authentication and security access manager, subject areas, and a workflow engine for task assignment.

Master the Informatica Data Director configuration manager: register users in the MDM hub, create admin accounts, access repository manager, and deploy or import applications via XML or ZIP files.

Configure first idd application with the configuration manager, enable state management on base and lookup tables, and verify packages. Bind the idd application to orders and set the logical name.

Configure a subject area group as root level entity using party table as the primary object, enable search-only property if needed, then plan to create child and grandchild subject areas.

Configure a subject area in idd to represent a business entity from the party table using the party rule and subtype columns, then finalize within its group.

Explore subject-area relationships in the MDM hub, including one-to-many, many-to-many, and logical one-to-one cases, plus part of and reference relationships defined by primary and foreign keys.

Configure subject area children in the Ayodeji configuration manager by creating one-to-many relationships for address and party phone, choosing table or form views, and selecting columns.

Explore subject area grandchild relationships in Informatica Data Director (IDD), covering one-to-many and many-to-many patterns, foreign keys, match logic, and configuration in the MDMA.

Configure a grandchild relationship in the MDM hub by adding a phone table as the grandchild to a subject area, selecting columns, and setting a default table view.

Save and validate the configured application, generate its business entities into the schema, and review the validation status and deployment status to ensure readiness.

Explore three deployment states of an IDD application: not deployed, limited deployment, and full deployment; learn starter, import or save, and redeployment as deployment triggers and how to verify status.

Learn how IDD configuration files drive app customization, including exporting the training app to a zip, editing XML and metadata bundle, and deploying changes via the deployment manager.

Access the IDD application via direct url or app list, login as admin, create party records (individual or business), search data, and adjust language or password.

Log in as admin to create your first basic search query in informatica data director, choose a subject area (individual or business), and save it as public or default.

Configure a case-insensitive search in IDD by creating a new case-insensitive business query and enabling option. Update the MDM hub server properties to true for the case-insensitive search and save.

Explore how to import and export queries in IDD using XML files, recover deleted queries by re-import, and designate a default query while editing and adjusting privacy settings.

Export and import IDD configurations to back up applications and migrate code across development, testing, and protection environments, using zip exports and import workflows in the configuration manager.

Learn to configure data cleansing in Informatica Data Director (IDD) by applying uppercase and other string functions to subject areas, child, and grandchild fields, including creating custom cleanse functions.

Configure match and search settings in IDD to detect duplicates using address, SSN, full name, and organization name; apply the same setup to individual and business subject areas.

Navigate the idd application to open and run saved queries, customize the result view by adjusting columns from the display package, sort results, open records, and export to a spreadsheet.

Learn to add a new individual record in the data director edit application by entering first name, last name, and address, applying changes, and verifying in the party table.

Explore XREF, history, and match sections in the edit application's data page, reviewing data lineage, sources (admin and Samasource), excerpts, and the manual match queue.

Learn how to merge records in the ideate application by selecting records, reviewing the match section and match table, and choosing automatic or manual merge to create a golden copy.

Analyze and unmerge records in Informatica Data Director using the application, review cross-references, assess lineage, and identify records to restore to a base object before forming the golden copy.

Configure validation rules in the Informatica Data Director edit application to enforce mandatory fields via not-null MDM hub columns and show tooltip messages with a client function and message bundle.

Configure email and web hyperlinks in the IDD application by turning fields in the party electronic address table into clickable links, then test in Outlook or a browser.

Configure data masking rules in the MDM hub and Informatica Data Director to control how data appears, assign roles, preview masking results, and apply patterns.

Change field display names in Informatica Data Director by editing the metadata bundle and deploying the updated properties file from the MDM hub. Apply distinct labels for individual and business subject areas.

Configure checkboxes in the edit application by mapping true/false values for customer and supplier indicators, set defaults, and deploy via the configuration manager to reflect changes in Informatica Data Director.

Learn to format date fields in Informatica Data Director by exporting the application, editing the message bundle and properties, and deploying the updated date formats via the MGM hub.

Configure external links in the IDD application by editing the configuration file, adding an external link with parameters like fullname, and deploying the update.

Learn the deployment lifecycle of the Informatica Data Director application, including configuring subject areas, groups, and relationships. Discover exporting, importing, and launching with MDM hub privileges, plus search and customization.