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Upgraded MDM Hub installed
in new environment
Removal of obsolete objects
Data migrated from current
version to new version
Fully tested to verify success
Master Data Management
Informatica MDM Upgrade & Migration Services
MDM Upgrades & Migrations
Master Data Management (MDM) solutions deliver trusted data that businesses
use to make strategic and operational decisions and integrate into core business
processes.
GlobalSoft has been an early provider of MDM services, helping organizations
make informed business decisions with reliable information. By eliminating data
discrepancies across disparate sources, and integrating core business entity data
into business process, business are able to rely on their operational and analytical
system for accurate information.
About Informatica MDM Upgrade & Migration Services
Over time Informatica evolves the functionality of the Informatica MDM product suite,
and older versions reach the end of the their support life. At some point, Informatica
customers will be faced with upgrading their software to a new version.
Installing a new, updated version of software is fairly straightforward, but migrating
existing data relationships, match rules, and the mapping to source data is more
complex and requires considerable expertise and effort.
GlobalSoft’s Informatica MDM Upgrade & Migration services provides customers
with a fast, reliable, and cost-effective means of deploying a new version of the
Informatica MDM suite, including migration of data from the existing production
environment.
GlobalSoft
Current
Version
Current
Version!
New
Version!
C
V
1
2
3
• Execute Upgrade Scripts
• Modify custom code
Export:
- Verified Scripts
- Modified code
Copy Environment
& Data
ProductionandTest
Environments-On-Site
ValidationEnvironment
On-siteorRemote
New
Version
4
Test Migration
Production
Test
New
Version
Production
TestTT
6
Production Migration
w
on
5
Test Upgrade
Development Development
Copyright © 2013 GlobalSoft, Inc. All rights reserved. GlobalSoft and the GlobalSoft logo are trademarks of GlobalSoft, Inc.
All other logos are the trademarks of their respective companies. 	
Planning
ll Requirements Gathering
ŸŸ Current Configurations
ŸŸ Access/Permissions
ŸŸ Removal of Source Systems
ŸŸ Capacity Planning
ll Perform Baseline Record Count
ll Gap analysis
ŸŸ Identify Custom Code that
needs modification
ŸŸ Highlight availability of new
functionality in new version
ll Export
ŸŸ Current ORS
ŸŸ Current Data
Preparation
ll Modify / Tune Match Rules
ll Adjust Configuration for New
Environment
ŸŸ Degree of parallelism
ŸŸ Batch sizes, etc.
ll Modify / Create Shell Scripts
ll Test Migration Scripts / Convert
Schema
ll Adjust Scripts
ll Perform Test Migration
ll Reconcile Record Count
ŸŸ Investigate Deltas
ll Export
ŸŸ Test Migration Scripts
Deployment
ll Set up new Environments;
ŸŸ Test, UAT, Production
ll Install new version of Informatica
MDM
ll Recreate custom code, if
applicable
ll Run Scripts to Migrate Data from
current version to new version of
Informatica MDM
ll Reconcile Record counts
ŸŸ Investigate Deltas
ll Test Upgrade and Migration
ll Replicate in Production
Why GlobalSoft
With many well known vendors of MDM services to
choose from, why would you choose GlobalSoft? In a
nut-shell: experience, skills, and value:
Experience
GlobalSoft consultants have been delivering MDM
solutions on Informatica MDM technology for over 5
years, working with early customer deployments and
pioneering many of the deployment methodologies
used today. Our extensive experience deploying
customer solutions is complemented by our close
relationship with Informatica, where we assist with
training, engineering services, and project delivery.
Skills
GlobalSoft consultants are experts in all components
and modules of the Informatica MDM technology stack.
Not only are we proficient in deploying advanced,
complex MDM solutions but we are the primary training
partner of Informatica, preparing many of Informatica’s
customers and solution delivery partners in the use and
deployment of Informatica technology.
Value
GlobalSoft has chosen to specialize in specific
technology domains in order to bring exceptional skills
and knowledge in a cost-effective package. Overheads
are kept low and we rely on a sales model that
leverages the reputation we establish with our clients.
By combining highly skilled and experienced staff with a
value-focused operational model, GlobalSoft is able to
consistently deliver complex MDM solutions within the
tight budgets of the current economic climate.
About GlobalSoft
GlobalSoft is a global software consultancy with
over fifteen years experience helping customers and
vendors solve challenges with Data Management and
Integration.
For customers of Informatica MDM, GlobalSoft has
developed products and solutions to maximize the
return from MDM, and its extensive experience makes
GlobalSoft a preferred provider of MDM services.
Informatica MDM Upgrade & Migration Services
GlobalSoft’s Upgrade & Migration Services for Informatica MDM are delivered in 3 phases:
	 Additional options:
Data assurance Removal of Obsolete Data Functional Upgrades
Undertaking testing to prove
validity of underlying data and data
relationships
Removal of data associated with
obsolete objects that have been
removed
Extending the configuration of the
Informatica MDM Hub to utilize
enhanced functionality provided by
the new version of Informatica MDM.
Reduced Down-Time Upgrade Performance Tuning Data Stewardship
Minimize disruption to business
operations by reducing production
systems down time during data
migration.
Undertake testing of system
performance to identify areas
for improvement, and implement
performance tuning techniques
Provision of skilled resources to
carry out short or long-term data
stewardship. Typically useful
following an upgrade.
GlobalSoft, Inc.
4010 Moorpark Avenue, #109
San Jose, CA 95117
+1 408 260 8539
www.globalss.com

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MDM upgrade datasheet

  • 1. Upgraded MDM Hub installed in new environment Removal of obsolete objects Data migrated from current version to new version Fully tested to verify success Master Data Management Informatica MDM Upgrade & Migration Services MDM Upgrades & Migrations Master Data Management (MDM) solutions deliver trusted data that businesses use to make strategic and operational decisions and integrate into core business processes. GlobalSoft has been an early provider of MDM services, helping organizations make informed business decisions with reliable information. By eliminating data discrepancies across disparate sources, and integrating core business entity data into business process, business are able to rely on their operational and analytical system for accurate information. About Informatica MDM Upgrade & Migration Services Over time Informatica evolves the functionality of the Informatica MDM product suite, and older versions reach the end of the their support life. At some point, Informatica customers will be faced with upgrading their software to a new version. Installing a new, updated version of software is fairly straightforward, but migrating existing data relationships, match rules, and the mapping to source data is more complex and requires considerable expertise and effort. GlobalSoft’s Informatica MDM Upgrade & Migration services provides customers with a fast, reliable, and cost-effective means of deploying a new version of the Informatica MDM suite, including migration of data from the existing production environment. GlobalSoft Current Version Current Version! New Version! C V 1 2 3 • Execute Upgrade Scripts • Modify custom code Export: - Verified Scripts - Modified code Copy Environment & Data ProductionandTest Environments-On-Site ValidationEnvironment On-siteorRemote New Version 4 Test Migration Production Test New Version Production TestTT 6 Production Migration w on 5 Test Upgrade Development Development
  • 2. Copyright © 2013 GlobalSoft, Inc. All rights reserved. GlobalSoft and the GlobalSoft logo are trademarks of GlobalSoft, Inc. All other logos are the trademarks of their respective companies. Planning ll Requirements Gathering ŸŸ Current Configurations ŸŸ Access/Permissions ŸŸ Removal of Source Systems ŸŸ Capacity Planning ll Perform Baseline Record Count ll Gap analysis ŸŸ Identify Custom Code that needs modification ŸŸ Highlight availability of new functionality in new version ll Export ŸŸ Current ORS ŸŸ Current Data Preparation ll Modify / Tune Match Rules ll Adjust Configuration for New Environment ŸŸ Degree of parallelism ŸŸ Batch sizes, etc. ll Modify / Create Shell Scripts ll Test Migration Scripts / Convert Schema ll Adjust Scripts ll Perform Test Migration ll Reconcile Record Count ŸŸ Investigate Deltas ll Export ŸŸ Test Migration Scripts Deployment ll Set up new Environments; ŸŸ Test, UAT, Production ll Install new version of Informatica MDM ll Recreate custom code, if applicable ll Run Scripts to Migrate Data from current version to new version of Informatica MDM ll Reconcile Record counts ŸŸ Investigate Deltas ll Test Upgrade and Migration ll Replicate in Production Why GlobalSoft With many well known vendors of MDM services to choose from, why would you choose GlobalSoft? In a nut-shell: experience, skills, and value: Experience GlobalSoft consultants have been delivering MDM solutions on Informatica MDM technology for over 5 years, working with early customer deployments and pioneering many of the deployment methodologies used today. Our extensive experience deploying customer solutions is complemented by our close relationship with Informatica, where we assist with training, engineering services, and project delivery. Skills GlobalSoft consultants are experts in all components and modules of the Informatica MDM technology stack. Not only are we proficient in deploying advanced, complex MDM solutions but we are the primary training partner of Informatica, preparing many of Informatica’s customers and solution delivery partners in the use and deployment of Informatica technology. Value GlobalSoft has chosen to specialize in specific technology domains in order to bring exceptional skills and knowledge in a cost-effective package. Overheads are kept low and we rely on a sales model that leverages the reputation we establish with our clients. By combining highly skilled and experienced staff with a value-focused operational model, GlobalSoft is able to consistently deliver complex MDM solutions within the tight budgets of the current economic climate. About GlobalSoft GlobalSoft is a global software consultancy with over fifteen years experience helping customers and vendors solve challenges with Data Management and Integration. For customers of Informatica MDM, GlobalSoft has developed products and solutions to maximize the return from MDM, and its extensive experience makes GlobalSoft a preferred provider of MDM services. Informatica MDM Upgrade & Migration Services GlobalSoft’s Upgrade & Migration Services for Informatica MDM are delivered in 3 phases: Additional options: Data assurance Removal of Obsolete Data Functional Upgrades Undertaking testing to prove validity of underlying data and data relationships Removal of data associated with obsolete objects that have been removed Extending the configuration of the Informatica MDM Hub to utilize enhanced functionality provided by the new version of Informatica MDM. Reduced Down-Time Upgrade Performance Tuning Data Stewardship Minimize disruption to business operations by reducing production systems down time during data migration. Undertake testing of system performance to identify areas for improvement, and implement performance tuning techniques Provision of skilled resources to carry out short or long-term data stewardship. Typically useful following an upgrade. GlobalSoft, Inc. 4010 Moorpark Avenue, #109 San Jose, CA 95117 +1 408 260 8539 www.globalss.com