{"id":47750,"date":"2018-01-13T12:03:38","date_gmt":"2018-01-13T06:33:38","guid":{"rendered":"http:\/\/blog.odango.com\/?p=47750"},"modified":"2023-02-22T09:54:38","modified_gmt":"2023-02-22T04:24:38","slug":"guide-on-informatica-data-director","status":"publish","type":"post","link":"https:\/\/asha24.net\/blog\/guide-on-informatica-data-director\/","title":{"rendered":"Guide on Informatica Data Director &#8211; 2018"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;3.0.105&#8243; title_font=&#8221;Source Sans Pro||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;rgba(0,0,0,0.8)&#8221; title_font_size=&#8221;47&#8243; text_orientation=&#8221;center&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<\/p>\n<p style=\"text-align: center;\">\u00a0<a href='https:\/\/asha24.net\/learn\/Informatica-MDM' class='big-button bigblue' target=\"_blank\"><span style=\"color: #ffffff;\"><strong>100% Free Informatica MDM Course, Enroll Now<\/strong><\/span><\/a><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221; module_class=&#8221;pa-blog-new-tab&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>Objectives<\/p>\n<p>Following are the objectives of this topic:<\/p>\n<p><strong>i)<\/strong>\u00a0Introduction to IDD.<\/p>\n<p><strong>ii)<\/strong>\u00a0Describe IDD <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-architecture\/\">Architecture<\/a>.<\/p>\n<p><strong>iii)<\/strong>\u00a0Configure Subject Area and Child\/Grandchild Subject Area.<\/p>\n<p><strong>iv)<\/strong>\u00a0Configure IDD Lookups.<\/p>\n<p><strong>v)\u00a0<\/strong>Configure IDD Data Cleansing.<\/p>\n<p><strong>vi)<\/strong>\u00a0Configure IDD Search and Matching.<\/p>\n<p><strong>vii)<\/strong>\u00a0Configure IDD Hierarchy Management.<\/p>\n<p><strong>Informatica Data Director (IDD)<\/strong><\/p>\n<p>It is a data governance application for Informatica MDM Hub that enables business users to effectively create, manage, consume, and monitor <a href=\"https:\/\/en.wikipedia.org\/wiki\/Master_data_management\">master data<\/a>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/w1.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; max_width=&#8221;80%&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<\/p>\n<p>\n<strong>IDD Components<\/strong><\/p>\n<p><strong>IDD Application<\/strong><\/p>\n<p>Main configuration and deployment unit for <a href=\"https:\/\/marketplace.informatica.com\/solutions\/mdm_informatica_data_director_demo\">IDD<\/a>.<\/p>\n<p>This is what business users see when they launch and log into IDD.<\/p>\n<p><strong>IDD Configuration Manager<\/strong><\/p>\n<p>Web-based utility used to add, modify and manage IDD applications.<\/p>\n<p><strong>IDD Configuration Files<\/strong><\/p>\n<p>IDD configuration file (XML), resource bundles, localization message bundles, online help, and other auxiliary files.<\/p>\n<p>These can be loaded of modified in the IDD configuration manager or exported and edited manually.<\/p>\n<p><strong>Subject Area:<\/strong><\/p>\n<p><strong>Subject Area (Entity Type)<\/strong><\/p>\n<p><strong>i)<\/strong>\u00a0A subject area is a collection of data that should be treated as a unit from a business perspective.<\/p>\n<p><strong>ii)<\/strong>\u00a0Has a single root record in a single base object.<\/p>\n<p><strong>iii)<\/strong>\u00a0Has some number of child records.<\/p>\n<p><strong>Subject Area Group (BO)<\/strong><\/p>\n<p><strong>i)<\/strong>\u00a0A set of one or more subject areas that have the same base object at their root.<\/p>\n<p><strong>ii)<\/strong>\u00a0For example, an ORS using a party model (a single base object representing different entity types) will have a subject area group (Party) with multiple subject areas (Person, Organization).<\/p>\n<p><strong>iii)<\/strong>\u00a0Subject Area Group and Subject Area provide the high-level menus for navigating data in IDD application.<\/p>\n<p><strong>Subject Area<\/strong><\/p>\n<p>A Subject Area can have the following configurations.<\/p>\n<p><strong>i)<\/strong>\u00a0Layout of form fields for primary object.<\/p>\n<p><strong>ii)\u00a0<\/strong>Data cleansing\/standardization\/validation functions.<\/p>\n<p><strong>iii)<\/strong>\u00a0Package for displaying search results.<\/p>\n<p><strong>iv)<\/strong>\u00a0Data searching and matching ability.<\/p>\n<p><strong>v)<\/strong>\u00a0Children and Grandchildren records.<\/p>\n<p><strong>Layout Configuration<\/strong><\/p>\n<p>Layout configuration allows you to choose which fields from the base object to include in the user interface and how to show each record.<\/p>\n<p><strong>Search Results Display Package<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>This package determines default table layout for search results.<\/p>\n<p><strong>ii)<\/strong>\u00a0Primary table of package must be the same as primary table of subject area.<\/p>\n<p><strong>iii)<\/strong>\u00a0If package contains joins to child tables, then it is possible for the package to return multiple rows.<\/p>\n<p><strong>Subject Area Relationships<\/strong><\/p>\n<p><strong>a)<\/strong>\u00a0IDD understands relationships within subject areas through the <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/\">match paths<\/a> that are configured in MDM.<\/p>\n<p>A subject area can have the following types of relationships:<\/p>\n<p><strong>i)<\/strong>\u00a0Child subject areas.<\/p>\n<p><strong>ii)<\/strong>\u00a0Grandchild subject areas.<\/p>\n<p><strong>iii)<\/strong>\u00a0Sibling references.<\/p>\n<p><strong>b)<\/strong>\u00a0Child Subject Area \u2013 Type of Relationships:<\/p>\n<p><strong>i)\u00a0<\/strong>One: Many &#8211; Logical one: one and one: Many<\/p>\n<p><strong>ii)\u00a0<\/strong>Many: Many \u2013 Part-Of and Reference<\/p>\n<p><strong>c)<\/strong>\u00a0Grandchild Subject Area \u2013 Type of Relationships:<\/p>\n<p><strong>i)<\/strong>\u00a0One: Many Grandchild.<\/p>\n<p><strong>ii)\u00a0<\/strong>Many: Many Grandchild.<\/p>\n<p><strong>IDD Data Cleansing:<\/strong><\/p>\n<p><strong>Cleansing, Standardization, and Validation<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>IDD allows you to use cleanse functions already defined in MDM to cleanse, standardize and validate the input data.<\/p>\n<p><strong>ii)<\/strong>\u00a0It is an optional feature for Subject Areas and Subject Area Child.<\/p>\n<p><strong>iii)<\/strong>\u00a0It can include address standardization and validation.<\/p>\n<p><strong>iv)<\/strong>\u00a0It can include data augmentation from other sources like D&amp;B.<\/p>\n<p><strong>v)<\/strong>\u00a0Each subject area or child subject area can have one cleanse function associated with it.<\/p>\n<p><strong>Validation Status<\/strong><\/p>\n<p><strong>a)\u00a0<\/strong>The cleanse function can reports if it is configured with the validationStatus output.<\/p>\n<p><strong>b)<\/strong>\u00a0If validation errors are found, then the Save or Apply action does not proceed.<\/p>\n<p><strong>i)<\/strong>\u00a0 Format of the output is . separated by \u2018;\u2019<\/p>\n<p><strong>ii)<\/strong>\u00a0Example: FIRST_NAME.canNotBeNull;IS_VALID_IND.invalidIndicator.<\/p>\n<p><strong>iii)<\/strong>\u00a0columnName is the name of the input column that has a validation error.<\/p>\n<p><strong>iv)<\/strong>\u00a0messageKey is a key to a message<\/p>\n<p><strong>c)<\/strong>\u00a0messageKey value should be added in IDD application file MessageBundle.properties<\/p>\n<p><strong>i)<\/strong>\u00a0Format: validation_=Message Text<\/p>\n<p><strong>ii)\u00a0<\/strong>Example: validation_canNotBeNull=This field cannot be empty<\/p>\n<p><strong>IDD Searching and Matching:<\/strong><\/p>\n<p><strong>Search<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>Search allows an end user to specify conditions for selecting data for review.<\/p>\n<p><strong>ii)<\/strong>\u00a0A search can be based on data in the:<\/p>\n<p><strong>a)<\/strong>\u00a0Primary Object Record.<\/p>\n<p><strong>b)<\/strong>\u00a0Any of its Child Records.<\/p>\n<p><strong>c)\u00a0<\/strong>Any records related via a Match path Component.<\/p>\n<p><strong>iii)<\/strong>\u00a0Two types of searches are provided in IDD:<\/p>\n<p><strong>a)\u00a0<\/strong>\u00a0Basic Search.<\/p>\n<p><strong>b)<\/strong>\u00a0Extended Search.<\/p>\n<p><strong>Basic Search<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>It is a SQL-based search that finds results using string pattern comparisons.<\/p>\n<p><strong>ii)\u00a0<\/strong>Case-Sensitive.<\/p>\n<p><strong>iii)\u00a0<\/strong>Can use any attributes from the Subject Area.<\/p>\n<p><strong>iv)<\/strong>\u00a0Wildcards (% or *) can be used in the Search.<\/p>\n<p><strong>v)<\/strong>\u00a0In the IDD application, the end-user can create their own Search template.<\/p>\n<p><strong>vi)<\/strong>\u00a0When defining an IDD application you should create a default public search for each subject area.<\/p>\n<p><strong>Extended Search<\/strong><\/p>\n<p>Uses Match Engine to Search.<\/p>\n<p>Searches are \u201cfuzzy\u201d i.e. will find records that are similar to input criteria, but that are not textually identical.<\/p>\n<p>Match column must already be defined in MDM.<\/p>\n<p><strong>\u00a0IDD Workflow and Tasks:<\/strong><\/p>\n<p><strong>Objectives:<\/strong><\/p>\n<p>Following are the objectives of this topic:<\/p>\n<p>Overview of Workflow and Tasks.<\/p>\n<p>Describe Tasks and Task Types.<\/p>\n<p>Describe Action and Action Types.<\/p>\n<p>Task Notification and Assignment.<\/p>\n<p><strong>Workflow and Tasks:<\/strong><\/p>\n<p><strong>Workflow<\/strong><\/p>\n<p><strong>a)\u00a0<\/strong><a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-batch-process-flow-tutorial\/\">Workflow<\/a> represents the management of steps in a business process.<\/p>\n<p><strong>b)<\/strong>\u00a0It specifies what tasks need to be done, in what order, and who has permission to perform each task.<\/p>\n<p><strong>c)<\/strong>\u00a0Base Objects must have State Management enabled in the Schema.<\/p>\n<p><strong>d)<\/strong>\u00a0IDD provides workflow support for:<\/p>\n<p><strong>i)<\/strong>\u00a0Task creation and editing.<\/p>\n<p><strong>ii)<\/strong>\u00a0Task assignment to users.<\/p>\n<p><strong>iii)<\/strong>\u00a0Task approval or rejection.<\/p>\n<p><strong>Task<\/strong><\/p>\n<p>A task represents a pre-defined step in a user\u2019s business process which is executed by a particular role.<\/p>\n<p>IDD comes with a set of pre-defined task types.<\/p>\n<p>These can be modified and additional task types can also be added.<\/p>\n<p><strong>Pre-defined Tasks<\/strong><\/p>\n<p>The IDD default configuration includes seven pre-defined tasks.<\/p>\n<p>The task definitions may be modified by the user and new tasks can be added as necessary.<\/p>\n<p style=\"text-align: center;\"><a href='https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/04\/Informatica-MDM-Training-2.ppt' class='big-button bigblue'><strong><span style=\"color: #ffffff;\"> Get Free Informatica MDM Materials<\/span><\/strong><\/a><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/w2.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<\/p>\n<p>\n<strong>Action<\/strong><\/p>\n<p>An action has a specific effect on the base object being addressed by the task.<\/p>\n<p>Multiple actions are possible for a task, but only one may be executed at a time.<\/p>\n<p><strong>Action Types and Actions<\/strong><\/p>\n<p>IDD comes with a set of pre-defined action types.<\/p>\n<p>These Action Types are available across the various Task Types.<\/p>\n<p><strong>Assign Task<\/strong><\/p>\n<p>This action is not explicitly available to the user but is invoked when a task is created and a user assigned to task via the batch process and assignment daemon.<\/p>\n<p><strong>Action Types<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/w3.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221; module_class=&#8221;pa-blog-new-tab&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><strong>Task Notification and Assignment<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>Task Notification Engine<\/p>\n<p>Runs in the MDM Hub and sends email notifications to users on a configured internal.<\/p>\n<p><strong>ii)<\/strong>\u00a0Task Assignment Engine.<\/p>\n<p>Runs in the <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-hub-console-and-data-model\/\">MDM Hub<\/a> and periodically assigns any unassigned tasks to the configured users.<\/p>\n<p><strong>iii)<\/strong>\u00a0cmxserver.properties file<\/p>\n<p><strong>a)<\/strong>\u00a0Specify the Number of Hours between task notifications.<\/p>\n<p><strong>\u00a0\u00a0 \u00a0 b)<\/strong>\u00a0Specify the Number of Minutes between automated task assignments.<\/p>\n<p><strong>\u00a0 \u00a0 \u00a0 c)<\/strong>\u00a0Specify the Maximum number of tasks automatically assigned to each user.<\/p>\n<p><strong>Security Access Manager (SAM):<\/strong><\/p>\n<p><strong>Objectives<\/strong><\/p>\n<p>Following are the objectives of this topic:<\/p>\n<p><strong>i)<\/strong>\u00a0Overview of Security Access Manager (SAM).<\/p>\n<p><strong>ii)\u00a0<\/strong>Describe Resources.<\/p>\n<p><strong>iii)<\/strong>\u00a0Describe Privileges.<\/p>\n<p><strong>iv)<\/strong>\u00a0Describe Roles.<\/p>\n<p><strong>v)<\/strong>\u00a0Describe Users.<\/p>\n<p><strong>vi)<\/strong>\u00a0Define Object and Task level Security.<\/p>\n<p><strong>vii)<\/strong>\u00a0Define Data level Security.<\/p>\n<p><strong>Security Access Manager (SAM):<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>Informatica MDM\u2019s comprehensive security framework.<\/p>\n<p><strong>ii)<\/strong>\u00a0Enforces user authentication and access authorization.<\/p>\n<p><strong>iii)<\/strong>\u00a0SAM applies primarily to users of third-party applications and Informatica Data Director (IDD) wanting to access Informatica MDM resources.<\/p>\n<p><strong>Security<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/w4.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<\/p>\n<p>\n<strong>Security Access Manager (SAM)<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>A resource is configured to be secure.<\/p>\n<p><strong>ii)\u00a0<\/strong>Each secure resource is configured with specific privileges.<\/p>\n<p><strong>iii)<\/strong>\u00a0A role can have access to one or more secure resources.<\/p>\n<p><strong>iv)<\/strong>\u00a0A user is assigned one or more roles.<\/p>\n<p><strong>Resources<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>A resource is an \u2018item\u2019 that you wish to secure.<\/p>\n<p><strong>ii)<\/strong>\u00a0Following resources can be protected (expose or hide to external applications):<\/p>\n<p>a)\u00a0Base objects, Dependent objects.<\/p>\n<p>b)\u00a0Mappings, Packages, Remote packages, Cleanse functions.<\/p>\n<p>c)\u00a0Match rule sets, Batch groups.<\/p>\n<p>d)\u00a0Metadata, Content metadata, Metadata Manager.<\/p>\n<p>e)\u00a0HM profiles, Audit table, Users table.<\/p>\n<p><strong>iii)<\/strong>\u00a0A protected Hub resource can be configured as either private or secure:<\/p>\n<p>a)\u00a0Private &#8211; Hides this Hub resource from the Roles tool.<\/p>\n<p>b)\u00a0\u00a0Secure &#8211; Exposes the resource to the Roles tool.<\/p>\n<p><strong>Privileges<\/strong><\/p>\n<p>Privilege scopes the actions that can be performed on a secured resource<\/p>\n<p>Secured resources can have the following privileges.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/w5.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221; module_class=&#8221;pa-blog-new-tab&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><strong>Roles<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>Set of privileges to access secure resources.<\/p>\n<p><strong>ii)\u00a0<\/strong>To access a secure resource, the user must be assigned a role that grants them sufficient privileges.<\/p>\n<p><strong>Security Access Manager<\/strong><\/p>\n<p><strong>Object-Level Security<\/strong><\/p>\n<p>Role privileges are configurable for subject areas and child\/grandchild subject areas<\/p>\n<p>Column Access.<\/p>\n<p>Read privileges can selectively be disabled for columns so that users cannot see them in IDD.<\/p>\n<p>Similarly, enable READ and disable UPDATE for columns.<\/p>\n<p><strong>Task-Level Security<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>All secured tasks require READ privileges on the subject area to which the task belongs.<\/p>\n<p><strong>ii)<\/strong>\u00a0All secured tasks require EXECUTE privileges on Task Type SA.<\/p>\n<p><strong>iii)\u00a0<\/strong>Exception to this are Merge and Unmerge tasks.<\/p>\n<p><strong>iv)<\/strong>\u00a0Merge task needs privileges on SA\/Merge task type.<\/p>\n<p><strong>v)<\/strong>\u00a0Unmerge task needs privileges on SA\/Unmerge task type.<\/p>\n<p><strong>Data-Level Security<\/strong><\/p>\n<p><strong>i)\u00a0<\/strong>Restricting users from seeing certain records based on the contents of those records.<\/p>\n<p><strong>ii)\u00a0<\/strong>Within the search configuration of each subject area, security filters can be defined.<\/p>\n<p><strong>iii)\u00a0<\/strong>Security filter specifies a condition that IDD applies to any searches conducted by users assigned to a specific role.<\/p>\n<p><strong>iv)<\/strong>\u00a0For example, a security filter can specify COUNRY_CODE = \u2018US\u2019, which can apply to users with the US Data Steward Role.<\/p>\n<p><strong>v)<\/strong>\u00a0Each filter can apply to multiple roles.<\/p>\n<p><strong>vi)<\/strong>\u00a0Multiple filters for the same role and subject area are treated as OR <a href=\"https:\/\/asha24.net\/blog\/guide-on-informatica-mdm-staging\/\">condition<\/a>.<\/p>\n<p><strong>IDD Dashboard, Merge &amp; Unmerge and Hierarchy Management:<\/strong><\/p>\n<p><strong>Objectives:<\/strong><\/p>\n<p>Following are the objectives of this topic:<\/p>\n<p><strong>i)<\/strong>\u00a0IDD Dashboards.<\/p>\n<p><strong>ii)<\/strong>\u00a0Merge process and Unmerge process.<\/p>\n<p><strong>iii)<\/strong>\u00a0Hierarchy Management.<\/p>\n<p>In Informatica MDM they are some data management like state management and Metadata management\u00a0<a href=\"https:\/\/asha24.net\/blog\/statemanagement-and-metdata-management-in-infa-mdm\" target=\"_blank\" rel=\"noopener noreferrer\">Tutorial<\/a>.<\/p>\n<p style=\"text-align: center;\"><a href='https:\/\/asha24.net\/informatica-mdm-training' class='big-button bigblue' target=\"_blank\"><span style=\"color: #ffffff;\"><strong>Enroll for Informatica MDM Training Course<\/strong><\/span><\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_team_member name=&#8221;Nitesh&#8221; position=&#8221;Author&#8221; image_url=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/Nitesh.gif&#8221; _builder_version=&#8221;3.0.106&#8243; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243; body_font_size_tablet=&#8221;&#8221; body_font_size_phone=&#8221;&#8221; body_font_size_last_edited=&#8221;on|desktop&#8221;]<\/p>\n<p>\nBonjour. A curious dreamer enchanted by various languages, I write towards making technology seem fun here at Asha24.<\/p>\n<p>[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;3.0.105&#8243; title_font=&#8221;Source Sans Pro||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;rgba(0,0,0,0.8)&#8221; title_font_size=&#8221;47&#8243; text_orientation=&#8221;center&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;] \u00a0 [\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; hover_enabled=&#8221;0&#8243; [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":47765,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[32],"tags":[],"class_list":["post-47750","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-informatica-mdm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide on Informatica Data Director - 2018 - Asha24 Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/asha24.net\/blog\/guide-on-informatica-data-director\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide on Informatica Data Director - 2018 - Asha24 Blog\" \/>\n<meta property=\"og:description\" content=\"[et_pb_section fb_built=&#8221;1&#8243; 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