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Hybrid IT: Legg Mason
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Hybrid IT: Legg Mason

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As a global leader in financial asset management services, Legg Mason grappled with how to align it’s big, complex and ever changing CRM and reporting data/processes from conventional client/server ...

As a global leader in financial asset management services, Legg Mason grappled with how to align it’s big, complex and ever changing CRM and reporting data/processes from conventional client/server to current day SaaS model such as Salesforce. Challenges we faced are multi-faceted, but notably first how to safely migrate and sync cloud and onsite data; and secondly how to architect front end application design for best data consumption.

In this session, you will learn:

* Data migration BP ( best practices ), tips, gochas at details, setting up a brand new Informatica environment.

* BP around Informatica Cloud, PowerCenter (PC) connecting to Salesforce.

* BP around setup and prepare a SaaS app like Salesforce to work with Informatica products.

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Hybrid IT: Legg Mason Hybrid IT: Legg Mason Presentation Transcript

  • Hybrid Integration: Interoperabilityof Informatica Cloud & PowerCenterIvan Belal, Developer Analyst, Legg Mason, Inc
  • Legg MasonLegg Mason is a Diversified Global AssetManagement Firm serving Individual andIntuitional Investors for over a century.•Over 3,000 employees with 31 officesaround the world•Headquartered in Baltimore, Maryland•Ticker: LM (NYSE)•Assets Under Management (AUM)of $655B as of April 2013•Roughly 35% of our assets under management(AUM) are serviced byour Global Distribution Organization•Field and internal wholesalers distributeour funds through financial intermediaries
  • When we first started…3
  • Alternatives we thought about…4Solutions ConsBuild in-house webservices/end pointsHarder to build (re-invent the wheel ?)Salesforce Data LoaderBuild wrappers around data loader;by itself lacks automation/one clickoperationNative Salesforceimport/exportLimited, ManualOther vendors thruextensive PoCCost prohibitive, Learning curve
  • Why we chose a hybrid integration solution• Covers our current and foreseeable future use cases• Broad reach/active communities• Resource availability• Interoperability between Informatica Cloud andPowerCenter• Secure transfers - compliance• Excellent pre/post support at various levels e.g.training, issues5
  • Each shop is different…Current use cases:(Salesforce Master, CRM reporting On-site)1.Sync Salesforce Accounts, Contacts2.Sync Salesforce Merges, Deletes3.Push summary trans from OnSite CRMto Salesforce4.Replicate Salesforce data6
  • Architecture7OnSite DBOnSite QueueSF Merges, DeletesTask_TypeAction A Action BUpdate Status(Closed/Failed)Submitted_Dt ASCSF Queue – Case/Request ObjectDelete Merge1. Users perform Merge,Delete operations2. SF triggers insert recordsPowerCenter workflowStatus = NewInsert requests into onsitequeue/update status flag
  • Interoperability8Informatica Cloud & PowerCenterEasy metadata import/exportUse PowerCenter for complex transformations (Data warehouse), whileInformatica Cloud offers rapid developmentInfomratica Cloud for data replication: fast, rapid development, nocomplex transformationBoth can be called via third-party scheduler i.e. AutoSys
  • Our lessons learned…• Secure Agent server and Salesforce timedifferences (use of $LastRunDate, $LastRunTime)• Central job execution e.g. AutoSys (can’t useICS scheduler)• Onsite referential integrity9
  • Our future Informatica roadmap• Implement near real-time via Change Data Capture (CDC)• Migrate existing feeds (lots of them!!!)• Use PowerCenter as primary ETL tool to DW10