HyperConnect / Informatica Cloud (Training Course)

 

 

Course Objectives

  • Where to find more resources about Informatica
  • An overview of HyperConnect
  • Demonstration of how to install the secure agent 
  • Demonstration of how to setup connections
  • Demonstration of how to setup Data Synchronization

Resources

There are two resources you can use when working in HyperConnect. 

  • Anaplan Community

  • Informatica's Help

    • There are also a number of resources available on the Informatica Cloud website. The video below reviews what is available as well as where to locate it on the site.

Video:  Locating and using Informatica help resources




 

HyperConnect Overview

This 3:16 video reviews:

  • The difference between HyperConnect and Informatica Cloud
  • How scheduling works in HyperConnect
  • What the secure agent is
  • The main integration scenarios

 

The Secure Agent

The first thing that needs to be done before utilizing Informatica Cloud is to install a secure agent. The Informatica Cloud Secure Agent is a lightweight program that runs all tasks and enables secure communication across the firewall between your organization and Informatica Cloud.

 

When the Secure Agent runs a task, it connects to the Informatica Cloud hosting facility to access task information. The Secure Agent connects directly and securely to sources and targets, transfers data between them, orchestrates task flows, runs processes, and performs any additional task requirement.

 

Detailed Secure Agent information can be found on Informatica's help pages

 

Demo Secure Agent Setup



 

Connections

A connection enables you to access data from cloud and on-premise applications, platforms, databases, and flat files. Use connections to specify the location of sources, lookups, and targets included in a task.

 

You can create a connection for connectors that are installed in Informatica Informatica Cloud. Many connectors are pre-installed, however you might want to use a connector that is not pre-installed. Add-on connectors created by Informatica and Informatica partners are available for installation.

 

More information about connections can be found in Informatica's Online Help. Below are three demonstrations showing connection setup.

 

Demo Connecting to Anaplan



 

Demo Connecting to Salesforce



 

Demo Connecting to MySQL



 

Data Synchronization

You can configure a Data Synchronization task using the Data Synchronization Task wizard. The wizard allows you to synchronize data between a source and target. For example, you can read sales leads from your Anaplan sales model and write them into Salesforce. You can also use expressions to transform the data according to your business logic or use data filters to filter data before writing it to targets.

 

You can use a single object as a source or multiple related objects as sources in a Data Synchronization task. You can also use multiple objects for database connection types. Define relationships based on key columns or create a user-defined join condition.

 

You can use a single object as a target for a Data Synchronization task. The target connections that you can use depend on the task operation you select for the task. Remember that Anaplan must be either the source or the target to use HyperConnect.

 

More information on the Data Synchronization Task Configuration can be found in Informatica's Online Help. Below are a few demonstrations showing the setup of different data sync options. 

 

Demo Sync SFDC to Anaplan



 

Demo Sync Anaplan to SFDC



 

Demo Sync MySQL to Anaplan



 

Automating the error dump

This 3:46 video shows how to set up a task flow in Informatica Cloud. This task flow automatically sends the result of an error dump to a flat file or database.

 


 

Advanced training coming soon!

Thank you for taking this introductory course. Advanced training is currently being created so subscribe to this page for updates and changes. In the meantime if you have questions not covered in this training email ram.narayanan@anaplan.com.

Answers

  • @Bob-Bachynsky  

     

    All your videos were realy helpful thanks for demoing them so elaborately. However, i am confused between 2 widely used terminologies:

    1. HYPERCONNECT

    2. iPASS

    What I know is that, iPass is a type of ETL hosted on cloud using which we can integrate data between anaplan and (say) informatica cloud. But again, hyperconnect comes into picture which also has some similar meaning.

     

    Can you please provide the similarities/difference between the both.

    many thanks in advance!!!

     

  • Hi Mikhil,

    I'm just an instructional designer and not an expert so can't really answer that. Let me track down someone who knows these things and have them respond so you get an accurate answer!

    Bob 

  • @MikhilA 

    Heard back from my expert. He had this to say:
    "iPaaS is “Integration Platform as a Service”, which includes any cloud based ETL vendors including Informatica, Mulesoft, Dell Boomi or Snaplogic. (https://searchcloudapplications.techtarget.com/definition/iPaaS-Integration-platform-as-a-service)

     

    Hyperconnect is a partnership between Anaplan and Informatica that provides a packaged license of Informatica that Anaplan sells and supports. It’s low-priced and an easy option for Anaplan customers to buy Informatica for integrations."

     

    I hope this helps! I should also direct you to the Forums where these type of questions get asked and answered quite a bit. Comments can be tagged with topics like Data Integration. These tags will let you search for them quickly. There are also folks that watch the boards so you may get responses faster there as well. https://community.anaplan.com/t5/Best-Practices/bd-p/forumsmisc 

    -Bob