Axon-EDC Integration

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Axon-EDCIntegrationAmit Varghese,Infa GCS

Housekeeping Tips Today’s Webinar is scheduled for 1 hour The session will include a webcast and then your questions will be answered live at the end of the presentation All dial-in participants will be muted to enable the speakers to present without interruption Questions can be submitted to “All Panelists" via the Q&A option and we will respond at the end of the presentation The webinar is being recorded and will be available to view on our INFASupport YouTube channel and Success Portal.The link will be emailed as well. Please take time to complete the post-webinar survey and provide your feedback and suggestions for upcoming topics.2 Informatica. Proprietary and Confidential.

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Safe HarborThe information being provided today is for informational purposes only. Thedevelopment, release, and timing of any Informatica product or functionalitydescribed today remain at the sole discretion of Informatica and should not berelied upon in making a purchasing decision.Statements made today are based on currently available information, which issubject to change. Such statements should not be relied upon as arepresentation, warranty or commitment to deliver specific products orfunctionality in the future.5 Informatica. Proprietary and Confidential.

Agenda Why do we need to integrate Axon with EDC? Features to ease day to day access Onboarding Manual Onboarding Auto Onboarding Demo Q/A6 Informatica. Proprietary and Confidential.

Why do we needAxon-EDCintegration?

Axon stores business metadata while EDC stores technical metadata, integratingAxon with EDC helps in giving users a holistic view and reduces the gap betweenbusiness users and technical users. Business metadata is often derived from technical metadata. Hence if technicalmetadata is already catalogued then an integration between the two metadatastores, makes it easier to derive the business metadata. From a governance perspective integrating with EDC helps answer the followingquestions: Where does this data physically reside? What are the transformations that this data has gone through? EDC has a wide range of scanners which helps you scan almost any type of datastore and extract metadata from it. An integration makes it possible for Axon toleverage this capability to load business metadata.8 Informatica. Proprietary and Confidential.

Features to easeday to day access

Onboarding Only a part of the technical metadata is important to business and can beconsidered as business metadata Technical metadata in most cases have been catalogued much beforebusiness metadata Onboarding reduces the repetitive work by using the already cataloguedtechnical metadata to create business metadata This process of extracting technical metadata and transforming it in tobusiness metadata is called “onboarding”.10 Informatica. Proprietary and Confidential.

Manual Onboarding Can be done at the Resource level, Parent level or Field level. Resource is onboarded as System. Parent is onboarded as Dataset. Fields are onboarded as Attributes. It is more time taking than Auto Onboarding. However it is more precise. Does require any user action at EDC end. Recommended for small scale integrations.11 Informatica. Proprietary and Confidential.

Auto Onboarding Auto onboarding eases the process of onboarding by extracting technicalmetadata in bulk. Once auto onboarding is enabled, the following will be created: Datasets Attributes Attribute X Glossary Attribute X Field relationship Attribute X Attribute relationship12 Informatica. Proprietary and Confidential.

Why Auto Onboarding?13 Informatica. Proprietary and Confidential.

Configuration Enable Automatic Onboarding: If you choose this option, the objects areautomatically onboarded from EDC to Axon. Confidence Score Threshold: The conformance percentage threshold todiscover the objects from EDC. Enter a value between 50 and 100. Accept Lineage Recommendations and Create Links: Enable if you want toautomatically create links based on lineage recommendations from EDC. Accept Onboarded Objects: Onboarded objects appear with ‘Accepted’review status. No need to curate. Axon Super Admin Email: User responsible for onboarding. Configure Onboarded Attribute Names: Choose to have either glossaryname or EDC field name as Attribute name.14 Informatica. Proprietary and Confidential.

Pre-requisites AXON: Enabled Auto Onboarding Specified Resource Name Linked a System to Resource EDC: Loaded Axon Resource Linked field to Axon glossary15 Informatica. Proprietary and Confidential.

16 Informatica. Proprietary and Confidential.

Auto Lineage Onboarding Auto create attribute to attribute linksbased on the corresponding field linksin EDC and also association with AxonGlossaries Supports single hop “Automatic Onboarding” is not requiredfor this capability but can complement it User may delete onboarded links andAxon will not onboard them again17 Informatica. Proprietary and Confidential.

18 Informatica. Proprietary and Confidential.

19 Informatica. Proprietary and Confidential.

Curation Once the Attribute is created, it needs to be curated Default status is set to “Discovered”. User can Accept or Reject the attributes. Curation can be done from Attributes Tab in Dataset Glossary- Data- Data Attributes System- Data- Data Attributes Unison Once an attribute is rejected Axon learns and does not onboard it again20 Informatica. Proprietary and Confidential.

DEMO

Q/A

THANK YOU

Enable Automatic Onboarding: If you choose this option, the objects are automatically onboarded from EDC to Axon. Confidence

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