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SaaS Implementation Best Practices

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Multidomain MDM SaaS

10th Aug 2023

Prashant Gupta `

Adhish Mahajan
Agenda
Overview
Set up Applications
 Data Modelling
 SDLC Asset Migration
 Secure Agent Best Practices
 Ingress (FEP Mapping, DQ rules)
 Egress Job
 Relationship & Hierarchies
 Business UI Configurations (Application & Pages)
 Reports
 Reference 360 SDLC
 Reference 360 Data Import and Export
 Known Limitations

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Overview
 Informatica Master Data Management Cloud (MDM SaaS) is
a cloud-based Master Data Management (MDM) solution.

 MDM SaaS - Customer 360 is an enterprise cloud-based


customer data management solution which uses MDM SaaS -
Customer 360 Records for creating a single source of truth
for data as well as onboarding, consolidation, enrichment,
governing, and distributing such data.

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Set up Applications
For any New Org activation – It’s a 3 Step process.

 A Customer Success Manager (CSM) will reach out


to customer to get the administrator user details.
(Email, First Name, Last Name, Phone no,
Address).
 After the CSM creates org account, administrator
user will receive an email to confirm your account.
The account confirmation link is valid for 48 hours
 After you activate the account, customer can log in
to Informatica Intelligent Cloud Services and set up
the business applications

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Key Points
 User should perform the Set-up Applications before doing any code migration of any asset in org.

 User should have "Admin" role and a group assigned.

 Org should be upgraded to latest release from Business 360 before performing Set up Applications.

 All Business 360 processes in the Application Integration chicklet, should be in Published State.

 Create other projects for all additional required assets such as mappings, mapping tasks, task flows or even
other MDM SaaS assets and avoid using OOTB (Business 360, Customer 360, MultiDomain MDM, Reference
360, Supplier 360, Product 360) projects for these assets

 There should not be any permissions set on the OOTB folders in Explorer Tab in B360. (Business 360,
Customer 360, MultiDomain MDM, Reference 360, Supplier 360, Product 360)

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Data Modelling
 Pivoted data modelling strategy from relational database modelling to more advanced Document database style
modelling to overcome data modelling challenges
 Providing "Out of the Box” Data Models for easier modelling experience
 Introducing “Smart Fields” to provide low effort enjoyable modelling experience
 Enhanced Basic Fields & Field Groups to provide better flexibility
 Bringing in Reference Data Assets for easy Lookups

From Traditional “Relational Database style” To Advanced “Document Database style”

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OOTB  Predefined data model that customers can customize to manage their data needs.
Data
 In GA, Providing 2 OOTB Business Entities – Person and Organization
Model

 The idea behind smart field is how can we make the Smart fields Available in GA
modelling experience super easy for a user by freeing
them from worry of choosing data types and need to
Smart
configure validation rules for fields
Fields Postal eMail Phone
Address

Data
Types

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Key Points
 For Customer 360 a data dictionary can be used as a guide to map source system attributes with MDM
attributes. Please refer KB Article

 Once we have the Data Model finalized and we create respective Assets in the ORG, for any new Business use
cases, we recommend to create a new Assets as part of Data Model.

 Recommend NOT to delete/remove any existing Assets (Business Entity, FieldGroup, Attributes) from Data
Model. That may lead to meta data corruption

 Follow the proper naming conventions while creating the assets, to differentiate between OOTB assets and
custom assets.

Ex: For Custom Attribute: X_<FieldGroupName> or X_<Attribute>

FAQ KB FAQ-SAAS-Data-Model-for-OOTB-BE-s?

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SDLC Asset Migration

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Secure Agent

10 © Informatica. Proprietary and Confidential.


Ingress

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Egress

12 © Informatica. Proprietary and Confidential.


Relationships

13 © Informatica. Proprietary and Confidential.


Hierarchies

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UI Configuration - Application & Pages

15 © Informatica. Proprietary and Confidential.


Reports

16 © Informatica. Proprietary and Confidential.


Reference 360 SDLC

17 © Informatica. Proprietary and Confidential.


Reference 360 Data Import & Export

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Known Limitations
 SourcePkey of FG:
-> allowed characters: .~!/'"={}|:;@#$%^&*()-_+,<>?`
-> not allowed: [] - changing source pkey values in transform step

 SourcePkey of the record:


-> Not allowed : ";% []

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Thank You