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IDMC/CDGC Configuration & Setup
Provide Customer with guidance and inputs to facilitate the configuration and set up of the Intelligent Data Management Cloud (IDMC)/Cloud Data Governance and Catalog (CDGC) infrastructure required to support the migration initiative.
Key activities include designing the baseline technical configuration, setting up Secure Agents and Single Sign-On (SSO) mechanisms, defining and configuring roles with privileges, and Metadata Access Control security measures, and implementing agreed-upon
IDMC/CDGC customizations identified during the modernization assessment of the on-premise solution, such as data classifications, custom attributes, custom relationships, workflows etc.
• Prerequisites and readiness confirmed for Secure Agent and SSO with or without SCIM
• Prerequisites for metadata source connections readiness confirmed
• Modernization assessment of the on-premise solution completed with current state, modernization approach and the scope defined
• Asset types and quantity inventory with CDGC mapping documentation available
• Modernization utility output available (DryRun mode) (if applicable)
• Prerequisites for custom configurations confirmed
• Customer to provide access for Informatica personnel to the agreed-upon IDMC environment
• Subscriptions or licenses for Informatica products are not included as part of this offering. Customer must have separately obtained subscriptions or licenses for the Informatica products applicable to this offering.
• One (1) Secure Agent installation completed in one (1) environment/Org/Sub-org
• SSO configured including System for Cross-domain Identity Management (SCIM) (if applicable - migration can also be conducted using native users of IDMC)
• Up to ten (10) custom roles and their privileges configured
• Up to five (5) metadata source connections configured in IDMC
• Up to ten (10) custom data classifications configured
• Up to ten (10) custom attributes configured
• Up to ten (10) custom relationships configured
• Up to twenty five (25) stakeholders (users) mapping configured
• Up to three (3) workflows configured
Note: Groups, roles and privileges are created based on the scope defined during the modernization assessment of the on-premise solution.
• Baseline Technical Configuration Document
• Secure Agent Runbook
• Secure Agent Prerequisites
• Data Governance Roles & Privileges Matrix
PSU Catalog
42
Cloud Data Governance and Catalog
Professional Services Units
Configure
Implement
Cloud Modernization
PSU-DG-009
26-50 units
March 2026
Data Governance Modernization Foundation
Additional Information
Professional Services Units can be converted into Training Units upon written request submitted to the Customer’s assigned Informatica Delivery Manager. The conversion ratio is one (1) Professional Services Unit to ten (10) Training Units. The converted Training Units can be used for any training currently offered in the Informatica University catalog other than training subscriptions. View available learning paths or log in to browse the full Informatica University catalog at https://now.informatica.com/All-Training-Paths.html. Educational Services are governed by the description and terms at https://now.informatica.com/Informatica-University-Terms.html.