Informatica® Data Validation

August 2023

Asset Management
Informatica Data Validation Asset Management
August 2023
© Copyright Informatica LLC 2023

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Publication Date: 2023-08-08

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: Project and asset management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Copying projects, folders, and assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Moving folders and assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Deleting projects, folders, and assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Assigning tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Editing and deleting tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Asset migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Asset export. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Asset import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Asset dependencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Table of Contents 3
Preface
Read Asset Management to learn how to manage Data Validation projects, folders, and assets. Learn how to
export assets, import assets, and view asset dependencies.

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 https://docs.informatica.com.

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

Informatica Intelligent Cloud Services web site

You can access the Informatica Intelligent Cloud Services web site at http://www.informatica.com/cloud.
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:

https://network.informatica.com/community/informatica-network/products/cloud-integration

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

https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-
developers

Informatica Intelligent Cloud Services Marketplace

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

https://marketplace.informatica.com/

4
Data Integration connector documentation
You can access documentation for Data Integration Connectors at the Documentation Portal. To explore the
Documentation Portal, visit https://docs.informatica.com.

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 https://search.informatica.com. If you have questions, comments, or
ideas about the Knowledge Base, contact the Informatica Knowledge Base team at
[email protected].

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 https://www.informatica.com/trust-center.html.

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, on the Informatica Intelligent Cloud Services Status page, click SUBSCRIBE TO UPDATES. You
can 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 Global Support Center through the Informatica Network or by telephone.

To find online support resources on the Informatica Network, click Contact Support in the Informatica
Intelligent Cloud Services Help menu to go to the Cloud Support page. The Cloud Support page includes
system status information and community discussions. Log in to Informatica Network and click Need Help to
find additional resources and to contact Informatica Global Customer Support through email.

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at https://www.informatica.com/services-and-training/support-services/contact-us.html.

Preface 5
Chapter 1

Project and asset management

You can manage projects and assets on the Explore page. The Explore page is an Informatica Intelligent
Cloud Services feature that is available for most services. If you use multiple services, you might see
projects, folders, and assets for all of your services on the Explore page.

You can manage your Informatica Intelligent Cloud Services projects and assets in the following ways:

• Copy projects, folders, or assets to create new versions of them.

• Move folders or assets to other locations.
• Rename projects, folders, or assets.
• Delete projects, folders, or assets.
• Migrate assets between organizations.

Copying projects, folders, and assets

You can copy projects, folders, and assets on the Explore page. You might want to copy an object to use as a
template, or you might want to create a backup copy.

When you copy objects, Informatica Intelligent Cloud Services retains child elements in the following
instances:

• When you copy a project, the new project contains all of the folders and assets that were in the original
project. Similarly, when you copy a folder, the new folder contains all of the assets that were in the original
folder.
• When you copy assets or a folder containing assets to another location, the assets retain their references
to dependent objects.
For example, a folder in the Customers project contains the m_cust and the mt_ca_cust assets. The
mt_ca_cust asset requires the m_cust asset. If you copy the mt_ca_cust asset to a folder in the
Customers_ca_upsell project, the mt_ca_cust asset in the Customers_ca_upsell project still references the
m_cust asset in the Customers project.

When you copy an asset within a folder, you can keep both assets. When you copy an asset into a different
folder that contains an asset with the same name, you can overwrite the asset in the folder or keep both. If
you choose to keep both assets, Informatica Intelligent Cloud Services appends the new asset name with
"Copy x" where x is the sequential copy number.

Note: To avoid naming conflicts with duplicate assets, rename assets with a "Copy x" suffix.

Perform the following steps to copy an object:

1. On the Explore page, navigate to the object that you want to copy.

6
 2. In the row that contains the object that you want to copy, click Actions and select Copy To.
3. Browse to the new location and click Select.

Moving folders and assets

You can move folders and assets on the Explore page.

1. On the Explore page, navigate to the folder or assets that you want to move.
2. To move a folder or a single asset, in the row that contains the folder or asset, click Actions and select
Move To, and then browse to the new location and click Select.
3. To move multiple assets, select the assets, click Selected and select Move To, and then browse to the
new location and click Select.

Deleting projects, folders, and assets

You can delete a project, folder, or asset if you no longer need it. However, before you delete it, verify that no
users in the organization plan to use it. You cannot retrieve projects, folders, or assets after you delete them.

You cannot delete an asset in the following situations:

• The asset is a task that is currently running.

• The asset is a mapping that is currently running.
• The asset is used by another asset. You must first delete the dependencies of the asset before you can
delete the asset.
• The asset is a test case used by a test suite.

Note: When you delete a test case, Data Validation deletes any jobs or reports associated with the test case.

1. On the Explore page, navigate to the object that you want to delete.
2. In the row that contains the project, folder, or asset, click Actions and select Delete.
3. To delete multiple assets, select the assets, click Selected and select Delete.

Tags
A tag is an asset property that you can use to group assets. Create tags to filter for assets that share a
common attribute on the Explore page.

For example, each of your organization's assets includes a tag that identifies the regional office that
manages the asset. You want to view all of the assets that the Southwest regional office manages. On the
Explore page, you explore by tag and then click the SW Region tag.

Moving folders and assets 7

 The following image shows this configuration:

You can assign tags to all asset types. An asset can have up to 64 tags.

You can find all of the assets that have a particular tag using one of the following methods:

• Click the name of the tag in the Tags column, in any row.
• Explore by tag, and then in the list of tags that shows on the page, click the name of the tag.

The following image shows an Explore page that lists all the tags created for the organization:

Creating tags
Use an asset's Properties dialog box to create and assign tags for that asset or to create tags to be available
for future use.

Perform the following steps to create multiple tags without assigning them to an asset:

1. On the Explore page, browse by asset type.

2. In a row that contains an asset, click Actions and select Properties.
3. In the Tags field, enter the name of a tag that you want to create, and then press Enter.
A tag can have a maximum of 255 characters.
You can't use the following characters in project, folder, asset, or tag names:
# ? ' | { } " ^ & [ ] / \
4. Continue to enter the desired tags. Press Enter after each tag name to add it to the tag list.

8 Chapter 1: Project and asset management

 5. After you have entered the tags, delete the tags from the Tags field so that the asset does not become
associated with the tags. The tags will still appear in the list of available tags.
6. Click Save.

Assigning tags
You can assign a tag to one asset at a time or assign a tag to multiple assets at the same time. You can also
assign multiple tags to one asset.

When you assign tags to an asset, you can choose an existing tag or create a new one.

1. On the Explore page, navigate to the asset or assets.

2. Perform one of the following tasks depending on whether you want to assign tags to one asset or assign
tags to multiple assets at the same time.
• To assign tags to one asset, in the row that contains the asset, click Actions and select Properties.

• To assign tags to multiple assets at the same time, in the row for each asset, select the check box.
After you have selected all of the assets, from the Selection menu, select Tags.

3. Select an existing tag or enter the name of a new tag.

Continue adding tags or creating new tags until you have assigned all of the desired tags.
4. Click Save.

Tags 9
 Editing and deleting tags
You can edit or delete a tag on the Explore page.

Edit a tag name or description in the tag properties. When you edit a tag, the properties for associated assets
update as well. For example, if your m_sales asset has the NorthWest tag and you change the name of the
tag to NW, the name of the tag changes to NW in the m_sales asset properties.

If you delete a tag, the tag no longer appears in the asset properties.

1. On the Explore page, browse by tags.

2. In the row that contains the tag, perform one of the following tasks:
• To edit a tag, click Actions and select Edit. After you make your changes, click Save.
• To delete a tag, click Actions and select Delete.

Asset migration
You can migrate Informatica Intelligent Cloud Services assets from one organization to another organization.
To migrate assets, you export the assets from the source organization and then import the assets into the
target organization.

You can export single assets, groups of assets, or export all of the assets in a project. If you export a project
or folder, the file structure remains intact so that when you perform the import in the target organization, you
can duplicate the original structure.

To export or import assets in a sub-organization, log in to the sub-organization. If you have administrator
privileges in the parent organization, you can also switch to the sub-organization and export or import assets.

Asset export
When you export assets, Informatica Intelligent Cloud Services creates an export ZIP file that contains the
assets that you selected for export.

You can select individual assets to export, or you can select an entire project or folder. When you export a
project or folder, the export file includes all of the assets in the project or folder.

Note: Informatica recommends that you include no more than 1000 objects in an export file.

Exporting assets
You can select a single asset, multiple assets, or a project to export.

To include multiple assets, you can either select each asset within a folder or select a project or folder to
export all of its assets. If you export a project, during import you can import the entire project or import only
the assets that you select.

1. Log in to the source organization.

2. On the Explore page, navigate to the assets that you want to export.
3. Select the assets that you want to export.
To export a single asset or project, select the asset or project, and then click Actions and select Export.
To export multiple assets, select the check box to the left of each asset to export. Or, select the check
box for each project or folder that contains the assets to export. From the Actions menu, select Export.

10 Chapter 1: Project and asset management

 4. On the Export Assets page, change the job name or leave the default.
5. Select whether to include dependent objects for the assets.

6. Click Export.

7. To see the progress of the job, select My Import/Export Logs from the navigation bar and then select
Export from the menu at the top of the page. Click the name of the log to open the log details page.

Asset import
You can import all of the assets in an export file or select the assets that you want to import.

When you import assets, you specify the following information:

• The assets in the export file that you want to import and the projects in which to import them.
• Whether to overwrite assets in the target project with assets in the export file when there is a name
conflict.

The Import Assets page lists the assets that are in the export file. You can select which assets you want to
import, and then specify which project to import the assets to. You can accept the default project, which is
the same project name as the source project, or you can select a different project. If the project does not
exist in the target organization, Informatica Intelligent Cloud Services creates it.

Importing assets
Import assets from an Informatica Intelligent Cloud Services export file.

1. Log in to the target organization.

2. On the Explore page, navigate to All Projects and click Import.
3. On the Import Assets page, navigate to the export file and click Open, or drag the zip file from the
Downloads folder in Windows.
The Import Assets page lists the assets in the file.
4. Optionally, change the import job name.
5. Choose whether to overwrite existing assets with the assets in the import.
• If you choose to overwrite existing assets, when an asset has the same name as an asset in the
target project, the asset replaces the existing asset in the target project.
• If you do not choose this option, if an asset with the same name exists in the target project, the asset
is not imported.
6. Select the assets to import.
If the export file contains a project and you want to import the entire project, select all of the assets.
Informatica Intelligent Cloud Services creates the project in the target organization.
7. Select the target project or accept the default.
8. Click Test to see the potential results of the import.
In the Select Assets area, the status for each asset shows the action that the service performs when you
import the files.
9. If necessary, revise your selections to resolve any issues in the test results.

Asset migration 11
 10. Click Import.
You can see the progress of the import on the Import tab of the My Import/Export Logs page. When the
import process is complete, a message appears in Notifications. Click the link in the message to open
the log details page and see the results of the import.

Asset dependencies
You can view object dependencies for an asset. You might want to view object dependencies before
performing certain operations on an asset.

For example, you can't delete an asset if another object depends on the asset. You must first delete the
dependent objects and then delete the asset. You can find the dependent objects by viewing the asset
dependencies.

You can view object dependencies for an asset on the Explore page. To view object dependencies for an
asset, in the row that contains the asset, click Actions and select Show Dependencies. The Dependencies
page opens showing the Uses tab by default.

The Uses tab lists the objects that the selected asset uses.

For example, a test suite uses test cases. A test case uses connections and an runtime environment.

The Used By tab lists the objects that use the selected asset.

For example, a test case might be used by a test suite.

To drill down to the lowest level dependency, you can continue to show dependencies for each asset that
appears on the Dependencies page. At the top of the Dependencies page, a breadcrumb shows the chain of
dependencies.

The following image shows that the asset mt_FilterArchCustRecords is dependent on m_FilterCustRecords,
which is dependent on FF_USW1PF:

If you have the appropriate permissions, you can perform actions on the Dependencies page such as viewing
or deleting assets. To view or delete an asset, in the row that contains the asset, click Actions and select the
action.

If you work with source controlled assets, you can view source control information such as the last pull time
and the last check-in. To view source control information, you can add the following source control columns
to the table:

• Last Pull Time

• Checked Out By
• Last Check in
• Git Hash

12 Chapter 1: Project and asset management

Index

A F
assets folders
assigning tags 9 copying 6
copying 6 deleting 7
creating tags 8 importing 11
deleting 7 moving 7
exporting 10
importing 11
migrating between organizations 10
moving 7
I
tags 7 importing
assets 11
connections 11

C name conflicts 11
projects 11
Cloud Application Integration community importing assets
URL 4 overview 10
Cloud Developer community Informatica Global Customer Support
URL 4 contact information 5
connections Informatica Intelligent Cloud Services
importing 11 web site 4
copying
assets 6
folders 6
projects 6
M
creating maintenance outages 5
tags 8 migrating
assets 10
migration

D assets 11
of assets between organizations 10
Data Integration community moving
URL 4 assets and folders 7
deleting
assets 7
folders 7
projects 7
O
tags 10 object migration 10
dependencies
viewing dependencies 12

P
E projects
copying 6
editing deleting 7
tags 10 exporting 10
Explore page importing 11
tags 7
exporting
assets 10
projects 10
S
exporting assets scheduling
overview 10 copying tasks and taskflows 6
status
Informatica Intelligent Cloud Services 5

13
system status 5 trust site
description 5

T
tags
U
assigning 9 upgrade notifications 5
creating 8
deleting 10
editing 10
properties 10
W
tasks web site 4
deleting 7

14 Index