EDQ Course

1. Informatica AxonContent Curation
1
Axon's Data Governance Methodology
 The Evolution of Data Governance
 Must Dos for Data Governance Success
 Principles for an Axon Implementation
 Key Axon Resources
 Getting Started - object order definition
 Lab: Getting Started
2
GettingStarted
 User Permissions and effects
 Manual creation of objects
 Bulk upload of objects
 Project Overview
 Lab: Project Kickoff
3
The Glossary
 Glossary definition best practices
 Manual creation of glossary items
 Bulk upload creation of glossary items
 Lab: Manually creating Glossary objects in Axon
 Lab: Create Glossary objects in Axon using Bulk
Upload
 Lab: Updating ungoverned Glossary items
 Lab: Define a Glossary Relationship
 Lab: Creating Links fromthe Project to the Glossary
Objects
4
Systems, Datasets, Interfaces& Lineage
 System and Data Lineage
 Manual definition of systems and systeminterfaces
 Manual linking of dataset attributes
 Bulk update of existing attributes
 Bulk upload for attribute lineage
 Lab: Define a System
 Lab: Create a SystemInterface
 Lab: Manually create a Dataset w ith Attributes
 Lab: Define Attribute Links and review Lineage
 Lab: Bulk upload Attribute Links
5
LeveragingEnterprise Data CatalogContent in
Axon
 EDC Overview
 Linking to EDC Resources
 Linking Attributes to EDC Fields
 Lineage Recommendations
 Glossary and Data Domain Associations
 Curate auto-onboarded objects
 Lab: Link to EDC Resources
 Lab: Link Attributes to EDC Fields
 Lab: Review Fields and Lineage in EDC
 Lab: Review Lineage Recommendations
 Lab: Curate Auto-onboarded Attributes
6
Policies
 Policy Overview
 Manual creation of policies
 Creating child/sub policies
 Lab: Create a Policy
 Lab: Bulk update existing Policies

2. 7
LeveragingSecure@Source Dashboards in Axon
 Integration Overview
 System Privacy Dashboard
 Policy Privacy Dashboard
8
Process
 Process Overview
 Manual creation of processes
 Bulk upload of processesand processpredecessors
 Process components functionality
 Process maps
 Lab: Create a Process
 Lab: Bulk upload Processes
 Lab: Define and upload Process Predecessors
Lab: Link Processes
9
Workflows and Change Requests
 Custom and default w orkflows
 Workflow creation
 Change requests
 Active w orkflowsand workflow notifications
 Lab: Create a Workflow
 Lab: Raise a Change Request
10
Mandatory Approval Process
 Mandatory ApprovalProcess Overview
 Creating and editing objects w hen mandatory approval
has been implemented
 Lab: Configure Mandatory Workflow Approval
 Lab: Step through Mandatory Workflow Approvalfor
System Creation
 Lab: Step through Mandatory Workflow Approvalfor
System Editing
11
Data Quality
 Data Quality Overview
 Localand Standard Data Quality rules
 Manual and bulk upload of local DQ rules and reports
 Using Data Quality to update scores in Axon
 Automating Data Quality Rules
 Lab: Data Quality Measures
 Lab: Data Quality Reports
 Lab: Axon Integration w ith Data Quality
 Lab: Process Related Data Quality
 Lab: Automating Data Quality Rules
12
Projects - Impact Assessment
 Project connections
 Relating projects and project dependencies
 Assessproject impact
 Review DQ Dashboard
 Lab: Review and update the GDPR Project

3. Informatica Axonfor Community Users
(Duration : 1 Day)
1
Axon's Data Governance Methodology
 The Evolution of Data Governance
2
Introduction to Axon
 Navigating Axon
 Walkthroughs
 Inventories and Grids
 Unison Search
 Maps and Dashboards
 Quick Search
 Objects and Properties
 Lab: The Axon Environment
 Lab: Quick Search
 Lab: Unison Search
3
Axon Users and Dashboards
 My Items
 Recent/Follow ing/Roles
 User Information
 User Dashboard
 Personalized Dashboards
 Lab: Your Axon Environment
 Lab: My Account
 Lab: My Dashboard
 Lab: Create a Personalized Dashboard
4
The Glossary
 Glossary Overview
 Axon Quick Look
 Lab: Glossary Properties and Hierarchies
 Lab: Identifying Ungoverned Glossary Items
 Lab: Axon QuickLook
5
Change Requests
 Change Requests

4.  Lab: Raising a Change Request
6
Systems,Datasets,Interfaces& Lineage
 Lineage Overview
 System and Data Lineage
 Lab: Review ing Systems, Datasets and Attributes
7
Insight and Local Maps
 Axon Maps
 Insight and Local Maps
 Map Palette
 Map Overlays
 Lab: Navigate Insight Maps
 Lab: Review LocalMaps
Informatica Axonfor Super Users
1
Axon Advanced Tasks
 Perform Bulk Updates
 Clone Datasets
 Delete Objects
 Lab: Perform Bulk Updates
 Lab: Clone a dataset
 Lab: Delete objects in Axon
2
Axon Admin Panel - The Admin Dashboard
 Axon Architecture and Services
 The Admin Dashboard
 Lab: Accessthe Admin Panel and review the status of the servicesin the Admin Dashboard
3
Axon Admin Panel - The DG OperatingModel
 Role Permissions
 Default Workflow s
 Default Change Requests

5.  Roles and Responsibilities
 Licensed Users
 Lab: Create Roles and assign Permissions
 Lab: Create Default Workflows
 Lab: View Licensed Users
 Lab: Use a default w orkflow to raise a CR on a Glossary
 Lab: Configure Mandatory Workflow Approval
4
The Admin Panel - Meta Model Administration
 Custom Fields
 Drop dow n Configurations
 Static Page Editor
 Lab: Update an object to contain Mandatory and Optional Custom Fields.
 Lab: Update values in the Axon Status and Lifecycle dropdowns
 Lab: Review the Static Page Editor
5
The Admin Panel - Operational Management
 Manage Locks
 Dow nload Logs
 Lab: Manage locked objects in Axon
 Lab: Review Dow nloaded Logs
6
The Admin Panel - Customize & Configure
 Review and Configure Relevant System Settings
 Review and Configure Relevant Application Settings
 Locate and review Logs
 Lab: Review and update Axon SystemSettings
 Lab: Review and update Axon Application Settings

6. Informatica Axon- Administration
1
Axon Architecture
 Axon Components and Service
2
Axon Integration Overview
 Axon Integration w ith Data Quality
o The Axon Agent
 The Axon Agent
 Axon Integration w ith EDC
 Axon Integration w ith Secure@Source
3
Axon PreValidation and Installation
 System Pre-requisites
 Run the prevalidation script
 Install RPMs
 Install Axon
 Start the Services
 Log into Axon
 Lab: Run the pre-installer utility and add any missing RPMs
 Lab: Install Axon and verify the installation w as successful
4
UpgradingAxon
 System Pre-requisites
 Upgrade Axon
 Start Services
 Log into Axon
 Lab: Verify the systemmeets the requirements for an upgrade
 Lab: Upgrade from5.4 to 6.2 and verify the upgrade w as successful
5
Axon Admin Panel
 Operational Management:
o Static Page Editor
o Resync LDAP
o Dow nload logs
 Customize and Configure
o Change the Logo
o Customize Styles
o System Settings:
 SAML

7.  Email
 LDAP
 Lab: Review the Admin Dashboard
 Lab: Review the Static/Help pages
 Lab: Change the Logo and review where to update Style Sheets
 Lab: Configure Axon including defining the LDAP Server and synchronizing Org Units and Users
 Lab: Review logs
6
Axon Integration with Data Quality
 Integration w ith EDC
 Configure Parameters in the Admin Panel
 Connect to EDC
 Onboarding EDC Attributes into Axon
7
Axon Integration with Secure@Source
 Integrate w ith Secure@Source
 Configure Parameters in the Admin Panel
 Leveraging SatS Dashboards in Axon
 Lab: Update the Admin Panel to include both EDC and SATS configuration information
 Lab: Connect to EDC and review the Resources and Columns in Axon
 Lab: Verify the appropriate steps have been taken in EDC to facilitate automatic onboarding into Axon
 Lab: Configure and test auto onboarding
 Lab: Review a SATS Privacy Dashboard in an Axon System
 Lab: Connect an Axon policy to a policy in SATS and review the Privacy Dashboard
8
Axon Integration with Data Quality
 Integration w ith Data Quality using the Axon Agent
 Install the Axon Agent
 Configure Parameters in the Admin Panel
 Lab: Install and start the Axon Agent
 Lab: Post Installation Tasks
 Lab: Verify the agent has installed correctly through the configuration and automatic update of a local rule
 Lab: Configure the parameters for localrule generation from standard rules
 Lab: Create standard rules and verify that localrules are generated
9
Axon Quick Look
 Axon Quick Look Overview
 Axon Quick Look Installation
 Lab: Installing Axon QuickLook
10
Maintain Axon

8.  Troubleshoot issues
 Identify related Services
 Review relevant Logs
 Verify Service Statuses
 Restart Services
 Resolve issues
 Lab: Trouble shooting Axon
11
Backup and Restore Axons PostgreSQL Database
 Backup Axons PostgreSQL Database
 Restore a PostgreSQL backup
 Lab: Backup a postgresqldatabase
Lab: Restore a postgresqldatabase