Informatica® Cloud Data Integration

Fall 2019 January

Introduction
Informatica Cloud Data Integration Introduction
Fall 2019 January
January 2020
© Copyright Informatica LLC 2017, 2020

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Publication Date: 2020-02-11

Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Intelligent Cloud Services web site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Intelligent Cloud Services Communities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Informatica Intelligent Cloud Services Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Data Integration connector documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services Trust Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 1: Introducing Informatica Cloud® Data Integration. . . . . . . . . . . . . . . . . . 6

Data Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Data Integration tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Integration At Scale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Connectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Monitor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
DiscoveryIQ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Informatica Intelligent Cloud Services security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
REST API. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2: Data Integration tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Data Integration templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Explore page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 3: Informatica resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Informatica Intelligent Cloud Services web site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Informatica Intelligent Cloud Services Communities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Informatica Intelligent Cloud Services Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Informatica Intelligent Cloud Services Trust Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Data Integration connector documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Table of Contents 3
Preface
Read Introduction to learn about the tasks you can perform using Informatica Intelligent Cloud Services℠
Data Integration.

Informatica Resources
Informatica provides you with a range of product resources through the Informatica Network and other online
portals. Use the resources to get the most from your Informatica products and solutions and to learn from
other Informatica users and subject matter experts.

Informatica Documentation
Use the Informatica Documentation Portal to explore an extensive library of documentation for current and
recent product releases. To explore the Documentation Portal, visit [Link]

If you have questions, comments, or ideas about the product documentation, contact the Informatica
Documentation team at infa_documentation@[Link].

Informatica Intelligent Cloud Services web site

You can access the Informatica Intelligent Cloud Services web site at [Link]
This site contains information about Informatica Cloud integration services.

Informatica Intelligent Cloud Services Communities

Use the Informatica Intelligent Cloud Services Community to discuss and resolve technical issues. You can
also find technical tips, documentation updates, and answers to frequently asked questions.

Access the Informatica Intelligent Cloud Services Community at:

[Link]

Developers can learn more and share tips at the Cloud Developer community:

[Link]
developers

Informatica Intelligent Cloud Services Marketplace

Visit the Informatica Marketplace to try and buy Data Integration Connectors, templates, and mapplets:

[Link]

4
Data Integration connector documentation
You can access documentation for Data Integration Connectors at the Documentation Portal. To explore the
Documentation Portal, visit [Link]

Informatica Knowledge Base

Use the Informatica Knowledge Base to find product resources such as how-to articles, best practices, video
tutorials, and answers to frequently asked questions.

To search the Knowledge Base, visit [Link] If you have questions, comments, or
ideas about the Knowledge Base, contact the Informatica Knowledge Base team at
KB_Feedback@[Link].

Informatica Intelligent Cloud Services Trust Center

The Informatica Intelligent Cloud Services Trust Center provides information about Informatica security
policies and real-time system availability.

You can access the trust center at [Link]

Subscribe to the Informatica Intelligent Cloud Services Trust Center to receive upgrade, maintenance, and
incident notifications. The Informatica Intelligent Cloud Services Status page displays the production status
of all the Informatica cloud products. All maintenance updates are posted to this page, and during an outage,
it will have the most current information. To ensure you are notified of updates and outages, you can
subscribe to receive updates for a single component or all Informatica Intelligent Cloud Services
components. Subscribing to all components is the best way to be certain you never miss an update.

To subscribe, go to [Link] and click SUBSCRIBE TO UPDATES. You can then

choose to receive notifications sent as emails, SMS text messages, webhooks, RSS feeds, or any
combination of the four.

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or online.

For online support, click Submit Support Request in Informatica Intelligent Cloud Services. You can also use
Online Support to log a case. Online Support requires a login. You can request a login at
[Link]

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at [Link]

Preface 5
Chapter 1

Introducing Informatica Cloud®

Data Integration
Informatica Cloud® Data Integration is one of several services available in Informatica Intelligent Cloud
Services℠ . Data Integration is an on-demand subscription service that provides a complete platform for
cloud integration and data management. Data Integration has the features you need to create a variety of
data integration projects to fit your business needs.

When you log in to Informatica Intelligent Cloud Services, the My Services page displays the Data Integration
service and services that apply to data integration. The My Services page might also include other services
that you subscribe to and trial versions of other services.

The following services apply to data integration:

• Data Integration. Manage data integration projects, create assets such as mappings, tasks, and taskflows,
and run tasks and taskflows.
• Administrator. Perform administrative tasks such as creating users and managing privileges, downloading
Secure Agents and configuring runtime environments, configuring connections, managing licenses, and
creating schedules.
• Monitor. Check the status of tasks that are in progress and tasks that have completed.

You might want to use other services with Data Integration such as DiscoveryIQ.

6
Data Integration
Use Data Integration to create data integration projects and run data integration tasks.

When you select Data Integration from the My Services page, the Data Integration Home page appears, as
shown in the following image:

The Home page displays the following panels:

• Overview. A summary of projects, folders, connections, and assets available to your organization.
• Runtime Environments. The status of runtime environments that are available to you.
• My Jobs. A list of jobs that you ran in the last 24 hours.
• Most Recent Project. The last project that you created or that contains the most recently modified asset.
• Recent Assets. The assets that you most recently modified.

You can access the following pages from the navigation bar for Data Integration:

• New. Create new data integration assets such as mappings, tasks, and taskflows. You can create assets
from scratch or use templates as a head start.
• Home. Return to the Home page.
• Explore. Create and manage projects and assets.
• Bundles. Create and manage bundles of assets to share with your organization or other organizations.
• My Jobs. View the status of your mapping, task, and taskflow instances.
• My Import/Export Logs. View the status of your imports and exports.

When you switch from Data Integration to another service such as Administrator or Monitor, the options in
the navigation bar change to suit the service.

Data Integration tasks

You can integrate data in Data Integration using the following tasks:

• Mapping task. Process data based on the data flow logic that you define in a mapping.
• Synchronization task. Load data and integrate applications, databases, and files. Includes add-on
functionality such as mapplets.

Data Integration 7
 • Replication task. Replicate data from Salesforce or database sources to database or file targets. You
might replicate data to archive the data, perform offline reporting, or consolidate and manage data.
• Masking task. Replace source data in sensitive columns with realistic test data for non-production
environments. Masking rules define the logic to replace the sensitive data. Assign masking rules to the
columns you need to mask.
• Mass ingestion task. Transfer files between on-premise and remote servers, and Data Integration.
• PowerCenter task. Import a PowerCenter workflow and run it as a Data Integration PowerCenter task.

You can use taskflows for complex data integration projects. Taskflows orchestrate the execution sequence
of multiple data integration tasks.

Integration At Scale
Use Integration At Scale to run data integration jobs in a serverless infrastructure that automatically scales
as you increase or decrease your workload.

Integration At Scale uses the following components:

• At-scale mapping. An at-scale mapping defines data flow logic. When you run an at-scale mapping or an
associated mapping task, a Secure Agent creates and manages an at-scale cluster and the Serverless
Spark engine processes the data flow logic.
• At-scale cluster. An at-scale cluster is an ephemeral Kubernetes cluster that provides the Spark engine
with the computing power to run at-scale jobs.
To use Integration At Scale, your organization must have the appropriate licenses.

Connectors
Informatica Intelligent Cloud Services can use a wide variety of connectors for data integration. You use
connectors to create connections that provide access to data in cloud and on-premise applications,
platforms, databases, and flat files.

Some Data Integration settings are connector-specific. To find information for a particular connector, see the
appropriate guide in Connectors.

8 Chapter 1: Introducing Informatica Cloud ® Data Integration

Administrator
Administrative tasks for Informatica Intelligent Cloud Services are performed in the Administrator service.

When you select Administrator from the My Services page, the navigation bar provides options for
Informatica Intelligent Cloud Services administration, as shown in the following image:

The following options are available based on your licenses:

• Organization. Manage your organization details and your sub-organizations.

• Licenses. View licenses for your organization and manage your sub-organization licenses.
• Ecosystem single sign-on. When you create your organization through Microsoft Azure, configure some
single sign-on properties for Azure users.
• SAML Setup. Configure SAML single sign-on settings.
• Settings. Configure source control settings and upgrade settings for Secure Agent services.
• Users. Add new users. Configure user groups and roles for individual users.
• User Groups. Create user groups. Assign users to user groups.
• User Roles. Manage user roles for your organization. Configure the privileges associated with each role.
• Runtime Environments. Configure Secure Agents and Secure Agent groups.
• Connections. Create and manage connections.
• Add-On Connectors. Install add-on connectors.
• Schedules. Create and manage schedules for tasks.
• Add-On Bundles. Install, uninstall, upgrade, and copy bundles for your organization.
• Swagger Files. Generate swagger files for REST V2 connections.
• Logs. View asset and security logs.
• File servers. Configure file transfer servers and file transfer users to allow remote partners to send files to
your organization.

Administrator 9
Monitor
Use Monitor to monitor jobs, imports, and exports in your organization. A job is an instance of a mapping,
task, or taskflow.

When you select Monitor from the My Services page, the navigation bar provides options for monitoring
activity, as shown in the following image:

The navigation bar provides the following options:

• Running Jobs. Provides run-time details about the Data Integration jobs that are running or have
completed within the last five minutes.
• All Jobs. Provides details about all Data Integration jobs in the organization.
• Data Ingestion. Provides details about the Mass Ingestion jobs in the organization.
• Import/Export Logs. Provides details about imports and exports that are running and that have completed.
• File Transfer Logs. Provides details about the file transfers in the organization.
• Source Control Logs. Provides a log of actions on source-controlled objects in the organization.
To view details about a specific job, import instance, or export instance, click the instance name.

DiscoveryIQ
Administrators and decision makers can use DiscoveryIQ to gain a comprehensive view of the organization's
usage of Informatica Intelligent Cloud Services, see contextual recommendations, and increase operational
intelligence.

DiscoveryIQ is a personalized, proactive support portal that uses service usage data combined with
Informatica's knowledge from supporting thousands of customers to provide best practice recommendations
and alerts to maximize return on investment in Informatica Intelligent Cloud Services.

For more information, see the DiscoveryIQ Community on Informatica Network.

Informatica Intelligent Cloud Services security

Informatica Intelligent Cloud Services uses authentication and encryption to ensure that data is secure and
available only to users within the organization. Informatica Intelligent Cloud Services uses industry approved
algorithms to encrypt sensitive information. All customer data is encrypted at rest using an AES-128 key.
Data in transit is encrypted using the TLS 1.2 protocol.

For more information, see the Informatica Intelligent Cloud Services Trust Center.

10 Chapter 1: Introducing Informatica Cloud ® Data Integration

REST API
If your organization has the REST API license, you can interact with Informatica Intelligent Cloud Services
through REST API calls rather than through the user interface.

For more information, see REST API Reference.

REST API 11
Chapter 2

Data Integration tools

Informatica Intelligent Cloud Services provides the following tools that you can use to satisfy your data
integration business needs:

• Projects
• Assets
• Templates
• Explore page

Projects
Informatica Intelligent Cloud Services assets are organized in projects. You can create multiple folders within
a project to contain the assets that you need for your project.

For example, you might have a business need to provide monthly analyses of your company's sales activity.
You create a project called Monthly Sales Analysis. You create folders that contain the assets that you use on
a monthly basis to integrate data from various systems to perform your analysis.

The types of assets that you use in your projects depends on the services that you use. For example, a Data
Integration project can include assets such as mappings, tasks, and taskflows.

Assets
In Data Integration, assets are mappings, taskflows, and tasks such as mapping tasks, synchronization tasks,
and replication tasks. Assets also include components such as business services, mapplets, and hierarchical
schemas.

Create the assets you need to satisfy your business needs. Templates are available for certain asset types.
You can use a template as-is, or you can use it as head start and customize it to meet your needs.

You can use assets in multiple projects. All assets must be part of at least one project. If you create an asset
without specifying a project, the asset is created in the Default project.

12
Data Integration templates
When you create assets such as mappings, mapping tasks, or taskflows, you can either create the asset from
scratch or use a template. Data Integration offers a variety of data manipulation templates to jump-start your
project. Templates include pre-built logic that you can use for data integration, cleansing, and warehousing
tasks.

To help you create assets quickly, Data Integration provides the following types of templates:

Mapping templates

Mapping templates are mappings in which the transformation logic and required parameters are defined
for you. Data Integration provides mapping templates for integrating data, cleansing data, and loading
slowly changing dimension tables. For example, the Merge two data sources mapping template is a
mapping that merges two sources so that if a field in one source is empty, the value from the other
source is used.

Create a mapping from a template when you want to reuse the logic in one of the template mappings,
but you also want to customize the mapping to meet your needs. When you finish the mapping, create a
mapping task to run it.

For example, you want to merge two sources so that if a field in one source is empty, the value from the
other source is used. However, you also need to sort the data before loading it to the target. Create a
mapping based on the Merge two data sources mapping template, and add a Sorter transformation to
sort the data before loading it to the target. Then, create a mapping task to run the mapping.

Mapping task templates

mapping task templates are mapping tasks that are based on the template mappings. Use a mapping
task template when you want to run one of the template mappings without changing the transformation
logic. When you create the mapping task, you only need to supply the runtime information such as the
runtime environment, source and target information, and values for other mapping parameters.

For example, you want to augment data from a relational source with additional fields from a reference
table. Create a mapping task based on the Augment Data with Lookup template. In the mapping task
wizard, enter the runtime information such as the runtime environment, source table, target table, lookup
table, and lookup condition.

Taskflow templates

Taskflow templates are taskflows that contain common control flow logic.

Use taskflow templates to organize tasks in common ways such as sequentially, in parallel, or based on
a decision. When you create a taskflow based on a template, the flow is pre-defined. Add and remove
tasks to reflect the actual task flow.

Explore page
Use the Explore page to work with your Informatica Intelligent Cloud Services projects and assets.

Finding projects and assets on the Explore page

Use any of the following methods to find your projects and assets on the Explore page:

• Explore by projects and folders. View all projects or select a particular project.

Data Integration templates 13

 • Explore by asset types. View all assets or view assets of a particular type.
• Explore by tags. View assets associated with a particular tag.
• Search for projects or assets. To search all projects, folders, and assets in the organization, view the
Explore page by All Projects, and then enter a name or description in the Find box. Or, to narrow your
search, view the Explore page by All Assets, select a specific asset type, project, or folder, and then enter
a name or description in the Find box.
• Sort the search results. Sort the Explore page by name, last update date, description, or type. When you
sort by type, the Explore page groups assets by asset type. It does not list the asset types in alphabetical
order.
• Filter the objects on the page. To filter objects, click the Filter icon. To apply a filter, click Add Field, select
the property to filter by, and then enter the property value. The filters available depend on how you view
the page. You can specify multiple filters.
For example, to find all the assets in your organization with the tag SW Region, view the Explore page by
All Assets and then click the Filter icon. Add the Tags filter and enter "SW Region."

You can see projects, folders, and assets for all of the services that you use. If you select an asset to open it
or perform an action, and the asset is created in a different service than the one you have open, the service
opens in a new browser tab.

The Explore page does not support the following characters:

# ? ' | { } " ^ & [ ] / \

Working with projects and assets on the Explore page

Perform actions on projects, folders, and assets on the Explore page. To see what actions you can perform
on an object, in the row that contains the object, click the Actions icon, as shown in the following image:

The Actions menu lists the actions you can perform based on your user role privileges and the permissions
specified for the selected object. For example, your user role might have privileges to view and run tasks but
not to delete tasks. You might not have permission to run a particular task because of the permissions set by
the creator of the task.

14 Chapter 2: Data Integration tools

You can also perform an action on multiple objects at one time. Select the check box to the left of each
object, or select the Select All check box to select all of the objects that are displayed on the current page.
The following image shows the Select All check box in use:

After you select the objects, click Actions in the row of any of the selected objects. The Actions menu will list
the actions available for the selected assets based on your user role and privileges.

Alternatively, you can use the Selection menu to choose the action, as shown in the following image:

Explore page 15
 Customizing the Explore page
You can display, hide, or rearrange object properties on the Explore page. To display or hide properties, right-
click the column heading area and check or uncheck the properties. The following image shows the
properties menu on the Explore page column heading area:

To rearrange columns, click a column heading and drag it to a different location.

16 Chapter 2: Data Integration tools

Chapter 3

Informatica resources

Informatica Intelligent Cloud Services web site

You can access the Informatica Intelligent Cloud Services web site at [Link]
This site contains information about Informatica Cloud integration services.

Informatica Intelligent Cloud Services Communities

Use the Informatica Intelligent Cloud Services Community to discuss and resolve technical issues. You can
also find technical tips, documentation updates, and answers to frequently asked questions.

Access the Informatica Intelligent Cloud Services Community at:

[Link]

Developers can learn more and share tips at the Cloud Developer community:

[Link]
developers

Informatica Intelligent Cloud Services Marketplace

Visit the Informatica Marketplace to try and buy Data Integration Connectors, templates, and mapplets:

[Link]

Informatica Intelligent Cloud Services Trust Center

The Informatica Intelligent Cloud Services Trust Center provides information about Informatica security
policies and real-time system availability.

17
 You can access the trust center at [Link]

Subscribe to the Informatica Intelligent Cloud Services Trust Center to receive upgrade, maintenance, and
incident notifications. The Informatica Intelligent Cloud Services Status page displays the production status
of all the Informatica cloud products. All maintenance updates are posted to this page, and during an outage,
it will have the most current information. To ensure you are notified of updates and outages, you can
subscribe to receive updates for a single component or all Informatica Intelligent Cloud Services
components. Subscribing to all components is the best way to be certain you never miss an update.

To subscribe, go to [Link] and click SUBSCRIBE TO UPDATES. You can then

choose to receive notifications sent as emails, SMS text messages, webhooks, RSS feeds, or any
combination of the four.

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or online.

For online support, click Submit Support Request in Informatica Intelligent Cloud Services. You can also use
Online Support to log a case. Online Support requires a login. You can request a login at
[Link]

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at [Link]

Data Integration connector documentation

You can access documentation for Data Integration Connectors at the Documentation Portal. To explore the
Documentation Portal, visit [Link]

Informatica Knowledge Base

Use the Informatica Knowledge Base to find product resources such as how-to articles, best practices, video
tutorials, and answers to frequently asked questions.

To search the Knowledge Base, visit [Link] If you have questions, comments, or
ideas about the Knowledge Base, contact the Informatica Knowledge Base team at
KB_Feedback@[Link].

18 Chapter 3: Informatica resources

Index

A P
assets 12, 13 project folders 12, 13
projects 12, 13

C
Cloud Application Integration community
R
URL 4, 17 REST API 11
Cloud Developer community
URL 4, 17

S
D security 10
status
Data Integration Informatica Intelligent Cloud Services 5, 17
overview 6 system status 5, 17
Data Integration community
URL 4, 17
data integration templates 13
T
templates 13

E TLS
security 10
Explore page 13 trust site
description 5, 17

I
Informatica Global Customer Support
U
contact information 5, 18 upgrade notifications 5, 17
Informatica Intelligent Cloud Services
web site 4, 17

W
M web site 4, 17

maintenance outages 5, 17

19