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Wednesday, July 22, 2020

Informationca MDM - Validation after install or upgrade

Are you looking for the details about the validation of Informatica MDM components after installation or upgrade or patch fix? Are you also looking for what functionalities we need to validate in IDD or Informatica MDM hub? If yes, then you reached the right place. In this article, we will understand component validation details. So let's start.



Components to validate

Here is a list of components we need to validate after installation, upgrade or after applying the patch to Informatica MDM:
1. Informatica MDM Hub Validation
2. Informatica Data Director Validation
3. Provisioning Tool Validation
4. Active VOS Validations

1. Informatica MDM Hub Validation

We need to perform the mentioned below validations in Informatica Hub Console after new install or upgrade:


    A)   Validation of MDM hub access-
          i) Launch the Hub Console using URL and try to login with the user name and password.

    B)   Validation of MDM hub tool-
          i) Verify all users are corrected created or migrated by using the Users tool in the Configuration workbench. Verify that the properties of the users are intact.
          ii) Verify the data model by selecting the Schema Viewer tool in the Model workbench, and then connect to an Operational Reference Store.
          iii) Verify that the cleanse functions are working fine. You can select the Cleanse Functions tool in the Model workbench and execute any cleanse function and make sure it is working properly.
          iv) Verify Base Object tables, Staging tables, Relationships among the tables, Validation Rules                 (if exist), and the Match/Merge Setup for a base object.
          v) Validate that record creation working as expected by creating a record using the Data Manager tool.
          vi) Use the merge manager and merge some sample records to make sure merge processing is working as expected.
          vii) Verify that jobs are running fine by running any sample batch job such as Stage job and make sure it executes successfully.
           viii) Verify the connectivity to process servers from the MDM hub by selecting the Process Server tool in the Utilities workbench and click the Test the connection.
           ix) Verify that queries and packages are showing data in the view page


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2. Informatica MDM- Data Director Validation

The validation below needs to be performed if you are using the Data Director with subject areas.  you need to deploy the application before you begin the tests. Perform the following upgrade tests that apply to your environment:



    A)   Validation of Data Director access-
           i) Use the Data Director Configuration Manager URL and try to access it. then access the Informatica Data Director application using the username and password.

    B)   Validation of Informatica Data Director-
           i) Create search query using fields from Subject Area and Subject Area child fields and make sure able to create, edit, and delete the queries.
          ii) Run the queries to perform searches. Perform multiple searches to verify search functionality.
          iii) Open searched the record and perform the update operation.
          iv) Verify record creation process by creating a new record.
          v) Verify History, Timeline sections are working fine
          vi) Validate Matches section and try to add merge candidate and merge record

    C)   Validation of Tasks in Informatica Data Director -
         i) Open task manager in IDD and verify all the tasks are listed.
         ii) Verify the opening of tasks is working fine.
         iii) Claim the task to make sure, claim action is working as expected.
         iv) If it is an update task then update the record and make sure the task successfully completed.
         v) If it is a merge task then merge the record and verify the task get cleared from the task list.




3. Provisioning Tool Validation

We need to perform the validation below for the Provisioning tool.

A)   Validation Provisioning Tool Access-
           i) Login to the Provisioning Tool using username and password.

B)   Business Entity, Transformation, View verification, and Task Configuration
          i) Verify that all the Business Entity are present in the provisioning tool
          ii) Verify all the transformation between View to Business Entity and Business Entity to View as well as Business Entity to Business Entity
          iii) Verify all the views
          iv) Verify Task configuration such as Task Type, Task Triggers etc

C)   Verify Elastic Search configuration
        i) Verify Elastic Search server configuration under Infrastructure settings
        ii) Verify all layout manager, application configuration



4. Active VOS Validation

Validate Active VOS  for the items below:
        i) Verify status of Active VOS in Active VOS console
        ii) Verify Identity Service connection from AVOS console
        iii) Verify all the workflows are in a deployed status
        iv) Verify all the task in running state







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