bdd sample app

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Informatica MDM Multidomain (Version 9.0.1)

Data Director

Sample Application


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Informatica Data Director Sample Application ii

Informatica MDM Multidomain Hub - Version 9.0.1- September 2010

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This product includes software Copyright (c) 2003-2008, Terence Parr, all rights reservedwhich is licensed under the BSD License (the "License"). Youmay obtain a copy of the License athttp://www.antlr.org/license.html .The materials are provided free of charge by Informatica, "as-is", without warranty oany kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. See the License

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iii Informatica Data Director Sample Application

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Informatica Data Director Sample Application iv

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v Informatica Data Director Sample Application

Table of Contents

Data Director Sample Application Overview ....................................................... 1

Sample Application Components ............................................................................... 1

Prerequisites .......................................................................................................... 1

Setting Up the IDD Sample Application ............................................................. 2

Launch the IDD Configuration Tool ............................................................................ 2

Create the IDD Application ....................................................................................... 2

Define Subject Areas ............................................................................................... 4

Specify the Application Source System and HM Configuration .................................... 4

Add a Subject Area Group .................................................................................... 5

Add a Subject Area .............................................................................................. 6

Add Subject Area Children .................................................................................... 9

Validate the IDD Application Configuration ............................................................... 13

Deploy the IDD Application .................................................................................... 13

Test the IDD Application Configuration .................................................................... 14

Launch the IDD Application ................................................................................. 14

Change the Dashboard Layout ............................................................................ 14

Test the Subject Area Configuration ..................................................................... 15

Define a Query for the Subject Area ..................................................................... 16

Configure Additional Subject Areas (Optional) .......................................................... 20

Export the XML File for Manual Customization........................................................... 20

IDD Application Custom Help ......................................................................... 21

Creating Custom Help Using Templates ................................................................... 21

Importing Custom Help .......................................................................................... 22

Enabling Custom Help ........................................................................................... 22

Disabling the Default Help ...................................................................................... 22

Additional Resources .................................................................................... 22


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Data Director Sample Application Overview

This document describes how to set up the Informatica Data Director (IDD)sample application that comes bundled with the Informatica MDM Hub Resource Kit.For an overview, see the Informatica MDM Hub Resource Kit Guide. For details

about configuring IDD applications, see the Informatica MDM Data DirectorImplementation Guide.

Samp le App l icat ion Components

The IDD sample includes:

IDD configuration file (bddDemo.xml) that describes all of the configuration

elements of the application

sample data (sip_sample.dmp) in the sample schema folder

bdd_help_templates.zipto use for creating custom Help (includes a

readme.txtand two .doc files)readme.txtfile

other auxiliary files (message bundles, localized message bundles)

An IDD application is what business users see when they log onto IDD.

Prerequisi tes

To use this sample IDD application, you must first fulfill the following prerequisites:

The Informatica MDM Hub, cleanse adapters, and Cleanse Match Servers arealready configured and operational in your environment. For more information,

see the Informatica MDM Hub Installation Guidefor your platform.The ORS schemas are configured and contain some test data. For the IDD

sample application, you will use the sample schema (sip_sample.dmp) that

accompanies the Informatica MDM Hub Resource Kit. This ORS must beregistered in the Hub Console. For sample schema installation instructions, seethe Informatica MDM Hub Resource Kit Guide.

Configuration and initial testing should be done using a Informatica MDM Hubuser account with unrestricted privileges to the target ORS schema.

Packages used for search results must already be created in the Hub Console.

For more information about Hub Console tools, see the Informatica MDM HubIDD

Implementation Guide, Hub Console Help, or the Informatica MDM HubAdministration Guide.


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Informatica Data Director Sample Application 2

Setting Up the IDD Sample Application

The IDD Configuration tool is used to create the IDD application for your schema (in

this case, the sip_sample.dmpdata). The tool creates an XML configuration file for

the IDD application that you can export, manually edit, import back into the tool,

for subsequent deployment. To work with the IDD sample application, you mustconfigure and deploy it using the IDD Configuration tool according to theinstructions in this document.

In addition, a separate, pre-configured sample configuration file (bddDemo.xml) is

included in the Resource Kit. You can use this sample configuration file to try outvarious IDD features. For instructions on manually editing and importing IDDconfiguration files, see the Informatica Data Director Implementation Guide.

Launch the IDD Conf igu rat ion Tool

To start the IDD Configuration tool, use one of the supported web browsers and

open the following address: http://:/bdd/config

Log in using the same administrator login and password that you use to log into theInformatica MDM Hub Console.

Create the IDD Appl icat ion

Click the Addbutton on the main screen of the Configuration tool to add a new IDDapplication.

In the Add Application window, specify the initial IDD application settings. For thissample, enter the settings shown in the following screenshot.

Note: An asterisk (*) next to a field label indicates that the field is required.

Click Add and, in the Logical ORS Databases dialog, specify a name for the logical

ORS. For this sample, name the logical ORS Demo.


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3 Informatica Data Director Sample Application

Click Addto confirm the logical ORS name.This completes all the initial information required for a IDD application.

Note: It is a good idea to click Saveoften to save your work. IDD does notautomatically prompt you to save your work when exiting a screen.

Click Saveto create the application.

The IDD Configuration tool prompts you to bind the logical ORS to a physicalinstance. Select the appropriate physical instance from the drop-down list (in the

following screen shot,sip_samplis selected).

Click Saveand the IDD Configuration tool returns you to the main screen. Thenewly-created IDD application is added to the list of applications.

You have now defined an empty IDD application that is bound to the sip_sampl

ORS.


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Define Subject Areas

Next, we will expose base objects in the IDD application by defining the subjectareas that this IDD application will present to its users.

SelectBDD Demofrom the list of applications, then click Editabove the list todisplay the Edit Application view.

Specify the Application Source System and HM Configuration

Start by specifying the application source system that will be represented by theIDD application and the HM (Hierarchy Manager) Configuration.

For this sample, use Adminas the source system.


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Use theDefault|Master profile for the HM Configuration.

Add a Subject Area Group

To start defining the subject area, select the root node (demo) that represents the

IDD application in the Subject Areas section.

Notice that Addis replaced with AddSubject Area Groupand the button is nowenabled. Click Saveto save your work so far.

Click Add Subject Area Groupto continue. This displays the Subject Area Groupwindow.

For this sample, we are going to expose customer records in the IDD. Begin bydefining the Customers subject area group.

Name: Specify Customers

Display Name: Specify Customers

Logical ORS: Specify Demo

Primary Table: Select Partyfor this subject area group.

Click OKto confirm these settings. The IDD Configuration tool adds Customers as asubject area group inside the Demo IDD application.


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Add a Subject Area

To define a subject area inside the Customers subject area group, select theCustomers node in the subject areas tree.

Notice that Add Subject AreaGroupchanges to Add Subject Areato reflect theactions now available for the selectedCustomers subject area group.

Click Add Subject Areato start defining a subject area under Customers.In theSubject Area window:

Define the Person subject area in Customers.


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Specify Person as the HM entity type.

Notice that the Subtype column and Subtype Value are populated accordingly.

Specify PKG Person BDD Search as the display package for Person subjectarea.

Configure Layout Settings

In the Layouttab, click Change Column Selectionto select which columns to

display for this subject area.

Copy the columns to expose for this subject area. Specify the order in the SelectedColumns list using the buttons to the right of the list. Click OKwhen finished.


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Select the Name Prefix Cd, click Edit Layout, change the Field Size to SMALL, andclick OK.

Configure Match Settings

Click the Match Settingstab:

Specify the WS match rule set for duplicate matching.

Confirm that BOTH is selected as the Match Type, to invoke both automaticand manual match rules in the rule set.

When you have finished modifying match settings, click OK.

Notice the Person subject area has been created under the Customers subject areagroup.


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Add Subject Area Children

To enable a user to drill-down on customer record information in the IDDapplication, we want to add child views (for addresses, telephone number, emailaddress, and notes) to the Person subject area.

Add an Addresses Child Tab

Select the Person node in the Subject Areas tree. Add Subject Areachanges toAdd Subject Area Child.

Click Add Subject Area Child.

The Subject Area Childpanel is displayed.

Start by adding theAddressessubject area child:

SpecifyAddresses as the Name.

SpecifyAddressesas the Display Name.

SpecifyPart of as the Child type, because Person to Address is a many-to-many relationship.


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Select the match path Address as defined in the ORS base object.

Click Change Column Selection.

The Available Columns list will display columns available from the Address object.Copy the columns to expose in the IDD application into the Selected Columns list,

and order the columns as necessary using the buttons to the right of the list. ClickOKwhen you are done.

You can change the order of the columns, the style of the field (text, calendar,checkbox, long calendar, field, combo box), and the field size in the final layout inthis panel.

Click Layoutto edit the layout of the columns. Select the State Cd, click EditLayout, and change the Field Size to SMALL.

When you have finished modifying the layout, click OK.


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This takes you back to the Edit Application view. Notice Addresses has been addedas a child to the subject area Person.

Click Saveto save your work.

Add a Telephone Numbers Child Tab

Repeat these steps to add a telephone numbers child tab.

Child Type: 1-Many

Match Path to Child: Telecom

Add an Email Address Child Tab

Repeat these steps to add an email address child tab.


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Child Type: 1-Many

Match Path to Child: Electronic Address

Add a Person Details Child Tab

Repeat these steps to add a Person Details child tab.

Child Type: 1-Many

Match Path to Child: Person Details

Note: When you are done adding all of the subject area children, be sure to clickSaveto commit the changes.


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Val idate the IDD Appl icat ion Conf igu rat ion

Click the Applications link on the upper-left corner to return to the main view.

In the main view, select the Demo application from the list. Click Validate.Ignore any errors for now. Only fatal errors restrict users from logging into this IDDapplication. For more information about errors, see the Informatica MDM Hub Data

Directory Implementation Guide.

Deploy the IDD App l icat ion

Deploy the newly-configured IDD application by selecting Application State> FullDeployment.

When the IDD Configuration tool completes its processing (which might take a fewminutes), the IDD application has been deployed and is ready to use.


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Test the IDD Appl icat ion Conf igu rat ion

With the IDD application deployment status at Full Deployment, you can now loginto the IDD application and test the configuration.

Launch the IDD ApplicationIn the IDD Configuration tool, click the link shown under the URL column to launchthe IDD Demo application.

To test the configuration, log in using the same administrator login and passwordyou use to log into the Informatica MDM Hub Console. The IDD Dashboard for theDemo application opens.

Change the Dashboard Layout

To configure your dashboard, click Change Layout.

Select from the Available Items list and move items to the Currently Active Itemslist to display on your Dashboard. Use the buttons to the right to organize yourlayout. Click Save.


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After changing the layout, your Dashboard might look similar to the followingexample.

Test the Subject Area Configuration

Verify that the Person subject area and its children are configured properly.

1. Click the Data tab.

2. Add a new Person (Customers>New>Person).

3. Confirm that the expected attributes and all child tabs (addresses, phonenumbers, email address, and person details) are available.

4. Enter sample data for all attributes. To add attributes on a child tab, click theNewbutton.

5. Click Save.


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Define a Query for the Subject Area

Define a query for the Person Subject Area. Initially, the search query will beempty.

Create a New Query

Create a query by clicking More Actions> CreateNew Query.

This opens the Query Builder window. Define a new query in Query Builder byspecifying the subject area. In this case, define a query for Person.

Notice that the Available Attributes section is updated with attributes and childrenavailable to the Person subject area, as previously defined in the IDD Configurationtool.


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Select Attributes for the Query

Select the attributes to use in the query. For this example, use Display Name, FirstName, and Last Name from the root object Person; Address Line1, Address Line2,City Name, State Cd, and Postal Cd from the Addresses child; and Phone Numberfrom the TelephoneNumber child.

For a query defined on a subject area, as opposed to subject area group, we canspecify an attribute for sorting when the records are displayed in the search result.In this example, sort by the persons last name.

Click OK, and then Applyto complete the query definition and exit Query Builder.


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The newly defined query is now available in IDD. However, this query definition isnot persisted across sessions until we save it.

Save the New Query

Save this query by selecting MoreActions> Save Query.

In the Save Query As window, specify a name for the query. You have the option toenter a description, make it public so other users can use it, or make it the defaultquery so that it is first query you see whenever you open a Search tab.

Click Save Querywhen you are done. The new query now shows up in the SavedQueries tab.

Test the New Query

Test the newly defined query by looking for a customer who we only know as Adaand lives in Pasadena, California. The query name is now displayed in place of NewQuery.


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IDD displays all the records that match the query criteria specified in the SearchResults section.

To view each record in detail, select the record in the results list and click Openabove the list.


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IDD opens a new tab to display the Person details related to Ada Hardy. You cansee the child records and their attributes associated with this particular Personrecord.

Note: The attributes of the record available in this view are determined by howthey were defined in the IDD Configuration tool.

You can examine the Addresses records to make sure that Ada Hardy really doeshave an address in Pasadena, California.

Conf igu re Add i t ional Subject Areas (Opt ion al)To further familiarize yourself with the IDD Configuration tool and the IDD sampleapplication, consider creating more subject areas to expose other objects from theORS and the sample data. For additional information about configuring subjectareas and redeploying IDD applications, see the Informatica Data DirectorImplementation Guide.

Expo rt the XML Fi le for Manual Custom izat ion

If you want to export the IDD application configuration for further customization,log into the IDD Configuration tool. Select the IDD application to export and clickthe Exportbutton.

The File Download window is displayed, giving you the option to save the IDDconfiguration in your hard drive.

The IDD configuration is exported in a ZIP file that contains the following files:

BDDConfig.xml

BDDBundle.properties


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BDDBundle_en.properties

BDDHelp.zip

MetadataBundle.properties

MetadataBundle_en.properties

MessageBundle.properties

MessageBundle_en.properties

ErrorCodeBundle.properties

ErrorCodeBundle_en.properties

The properties files contain localization information. You can create localizationsupport in your IDD application for other locales by creating other localizedproperties files (for example BDDBundle_de.properties, etc.) and importing themusing the IDD Configuration tool.

The BDDConfig.xmlfile contains the configuration you created using the IDD

Configuration tool in XML format. You can manually update this file to furthercustomize your IDD application. See the Informatica Data Director ImplementationGuidefor more details.

IDD Application Custom Help

You have several options for online Help to use with your IDD application:

Use the "out of the box" default online Help shipped with the application, linkedto the "Help" label at top right of Dashboard.

Create and deploy custom Help and have this second Help linked to a secondlabel (the default label is 'Custom Help', but this can be changed in the resourcebundle).

Remove the generic online Help link and have only the 'Custom Help' linkavailable (using a label of your choice).

Creat ing Cus tom Help Using Temp lates

The IDD sample directory in the Resource Kit includes the

bdd_help_templates.zipfile, which contains the following files:

bdd_help.doca high-level outline of the generic IDD online Help

bdd_help_custom.doca full export of the IDD online Help content

readme.txtinstructions for using these files

To create customized Help for your application:

1. Edit this content and save it as simple HTML files. You can also import thiscontent into a Web Help tool to create more complex HTML and Web Help.

2. Create a ZIP file of these files named CustomBDDHelp.zip.

Note: The Help file mustbe named CustomBDDHelp.zip.


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Imp or t ing Custom Help

To import your custom Help into a IDD application:

1. Open the IDD Configuration tool by opening a web browser pointed to

http://:/bdd/config.

2. Log in and view the currently-deployed applications.

3. Select a deployed application by clicking on the application name (not the URL).

4. Click Importand select Import to existing BDD application.

5. Choose Custom BDD Help from the drop-down list.

6. Click Browse,navigate to your CustomBDDHelp.zip file, select it, and click

Open.

7. Once the file has been uploaded, click Import. The file will be imported to theselected application. When the progress indicator disappears, the new Help hasbeen successfully imported.

Enabl ing Custom Help

To enable your customized Help as "Custom Help" in your IDD application, edit the

bddDemo.xmlfile and change the customBddHelpsetting to true:

The label displayed in the BDD application UI (which is Custom Help by default)

can be changed in the resource file (MessagesBundle.properties) to something

specific to your implementation.

Disabl ing th e Defaul t Help

To hide the default Help and display only your custom Help, edit the bddDemo.xml

file and change the bddHelpsetting to false:

Additional Resources

See the Informatica MDM Hub Administrator Guide for detailed information onspecific Informatica MDM Hub features, the Informatica Data DirectorImplementation Guidefor implementation and configuration details, the Javadocfound in the Resource Kit for information on SIF functionality, and the HTML filesthat document the elements and attributes in the IDD configuration XML file (in the

Resource Kit under docs/bddXsdDoc).

bdd sample app

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