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Cloud Platform Onboarding

Discover how to set up your cloud environment with our Cloud Platform Onboarding module.

1 hour

Welcome to Informatica Cloud Data Integration (CDI) Onboarding. This course collection helps CDI users like you seamlessly start your cloud journey. We’ve divided this course logically into 4 weeks to get you started. Each section is a continuation of the previous one.

At the end of this module, you will be able to successfully:

Deploy a Secure Agent
Create Connections
Run a few jobs

Note: Although the course has been divided into 4 weeks, feel free to complete it sooner (it does not take more than an hour!)

Your Cloud Journey Begins here...

All
Summary

Week 1

Know Your Org (16 min)

Where is my IDMC org located?

HOW TO: Find Org ID and POD in Informatica Cloud (IDMC)

This article explains how to find Org ID and POD in Informatica Cloud (IDMC) and lists all available PODs.

Licenses

Read this article to learn about Licenses and how they determine the organization's Informatica Intelligent Data Management Cloud subscription level and provide access to Informatica Intelligent Data Management Cloud features, connectors, and bundles.

Metering

This article explains how you can view metering information for your organization and sub-organizations.

Status Page subscription for maintenance and incidents

This video explains how to subscribe to Informatica Status Page Notifications in IDMC.

Release Schedule & Events Calendar

This article covers all future upgrades and maintenance schedules.

Visit the events calendar to see all the upcoming events, including releases for cloud products, events for user groups, and more.

How to Deploy a Secure Agent Locally (28 min)

IDMC Minimum requirements and Best Practices during Installation

Informatica Cloud Secure agent is a lightweight application. However, the ETL load engine is still a PowerCenter DTM engine, requiring certain minimum machine requirements to process the tasks and high data volume with a good performance. Read this article to know more.

What are the IP addresses to be Whitelisted?

FAQ: What IDMC IP addresses are allowed in the Organization firewall?

If the company uses a protective firewall, you must include Informatica Intelligent Data Management Cloud (IDMC) IP addresses to the list of approved IP addresses. This ensures that the Informatica Cloud Secure Agent and related services can connect to IDMC servers to perform all necessary tasks. Read this article to know more about it.

HOW TO: Do IICS Proxy Configuration in CDI?

If an organization uses an outgoing proxy server to connect to the internet, the Secure Agent connects to Informatica Intelligent Data Management Cloud (IDMC) through the proxy server. Read this article to know more.

Note: Now you don't need a separate Secure Agent Installer if you are using AWS or Azure as your cloud environments. You can directly click on "Manage Cloud Secure Agents" tab on Runtime Environment on your IDMC Administrator page.

Refer to this document and the screenshots below:

Step 1:

Step 2:

Windows

This video shows you how to download and install a Secure Agent on Windows to use with IDMC. A secure agent provides connectivity between Intelligent Cloud Services and third-party sources. It stores your metadata but has no access to your business data, which needs to be up and running to run tasks.

Linux

This video shows you how to download and install a Secure Agent on Linux to use with IDMC. It stores your metadata but has no access to your business data, this makes connection to Intelligent Cloud Services and on-premise applications secure.

Azure

This video shows you how to configure and deploy Secure Agent through the Azure Data Marketplace, so that you can start using IDMC. A secure agent provides connectivity between Intelligent Cloud Services and third-party sources. Before you begin you will require the log in credentials of Microsoft Azure and Intelligent Cloud Services and allowed IP address for you to access the virtual machine

Google Cloud

This video shows you how to configure and deploy Secure Agent into the Google Cloud Platform so that you can start using IDMC

HOW TO: Download and Install Secure Agent on Windows

Read this article to learn how to install the Secure Agent on a Windows machine, run the Secure Agent installation program, and more.

Add a User in CDI (3 min)

Roles and Privileges in CDI (5 min)

Week 2

Create a Connection (28 min)

Move Data from SFDC to ADL (4 min)

Create a Mapping in CDI (3 min)

Running a Mapping (3 min)

Week 3

SAML Setup (16 min)

FAQs on SAML/SSO Configuration-related issues

HOW TO: Configure SAML SSO in IDMC

Read this article to learn the steps to configure SSO in IDMC, including contacting your IDP team/provider and getting details related to the issuer, Single Sign-On Service URL, and Signing Certificate.

FAQs on SAML SSO user management in IDMC

Read this article to have your queries related to SAML SSO user management in IDMC answered.

HOW TO: Configure SAML SSO using OKTA in IDMC

This article covers steps to configure Security Assertion Markup Language (SAML) Single Sign On (SSO) in Informatica Intelligent Data Management Cloud (IDMC) using OKTA.

ERROR: "The SAML user someuser@domain.com does not have any roles or groups assigned" with Okta in CDI

Read this article to understand the error, "The SAML user someuser@domain.com does not have any roles or groups assigned" with Okta in CDI.

SAML user is not created with the correct roles in IDMC

Read this article to learn the steps to be followed if SAML user is not created with the correct roles in IDMC

Configuring Version Control

FAQ: All about Source Control (Version Control) in IDMC

This article would provide some of the FAQs that, one can come across when using the Source Control feature in IDMC. If the information you are looking for is unavailable, provide feedback, and the KB will be updated.

Source Control

You can use a GitHub or Azure DevOps Git source control repository with Informatica Intelligent Data Management Cloud to manage and track changes made to Informatica Intelligent Data Management Cloud objects such as projects, folders, and assets. Read this document to learn more.

Checking Out an Object

When you check out an object, it is locked so that other users can't update it while making your changes. Read this document to know more.

Selecting a Runtime (10 min)

Advanced Serverless

We have launched Informatica Intelligent Data Management Cloud and Cloud Data Integration Elastic in Advanced Serverless deployment environments. Advanced Serverless enables customers to leverage serverless computing to process data integration pipelines. Users can run their data integration or Spark-based data integration jobs in serverless mode. This eliminates the need to manage hardware or software and simplifies DevOps and DataOps, allowing developers to focus quickly on business logic and deploy new data pipelines.

Overview

Watch this video that describes how to accelerate your data pipelines with Informatica Advanced Serverless. Learn how Informatica's cloud-native, zero-footprint serverless option frees you from managing servers or infrastructure, simplifying DevOps.