# Informatica Intelligent Cloud Services

This article outlines the integration with the Informatica Intelligent Cloud Services (Informatica ICS) connector, enabling streamlined metadata management through features such as crawling and lineage building (both automatic and manual). It also ensures secure authentication via Credential Manager.

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## Overview

### Connector Details

| Connector Category                                                                  | ETL Tool     |
| ----------------------------------------------------------------------------------- | ------------ |
| Connector Version                                                                   | Release7.2.3 |
| Releases Supported (Available from)                                                 | Release5.3   |
| <p>Connectivity</p><p>\[How the connection is established with Informatica ICS]</p> | REST APIs    |
| Verified Informatica ICS Version                                                    | Version V2   |

{% hint style="info" %}
The Informatica ICS connector validates with the listed “Verified Informatica ICS Version” and supports other compatible versions. Submit a support ticket for any validation or metadata crawling issues.
{% endhint %}

#### Connector Features

<table><thead><tr><th width="377.5555419921875">Feature</th><th align="center">Availability</th></tr></thead><tbody><tr><td>Crawling</td><td align="center">✅</td></tr><tr><td>Delta Crawling</td><td align="center">❌</td></tr><tr><td>Data Preview</td><td align="center">❌</td></tr><tr><td>Auto Lineage</td><td align="center">✅</td></tr><tr><td>Manual Lineage</td><td align="center">✅</td></tr><tr><td>Secure Authentication via Credential Manager</td><td align="center">✅</td></tr><tr><td>Data Quality</td><td align="center">❌</td></tr><tr><td>DAM (Data Access Management)</td><td align="center">❌</td></tr><tr><td>Bridge</td><td align="center">✅</td></tr></tbody></table>

### Metadata Mapping

The following objects are crawled from Informatica ICS and mapped to the corresponding UI assets.

<table><thead><tr><th width="209.4444580078125">Informatica ICS Object</th><th width="229.111083984375">Informatica ICS Attribute</th><th width="177.77783203125">OvalEdge Attribute</th><th width="179.5555419921875">OvalEdge Category</th><th width="162.666748046875">OvalEdge Type</th></tr></thead><tbody><tr><td>Connection</td><td>Connection Name</td><td>Code Name</td><td>Codes</td><td>IICS_Connection</td></tr><tr><td>Connector</td><td>Connector Name</td><td>Code Name</td><td>Codes</td><td>IICS_Connector</td></tr><tr><td>Masking Tasks</td><td>Masking Task Name</td><td>Code Name</td><td>Codes</td><td>IICS_Masking_Task</td></tr><tr><td>Replication Task</td><td>Replication Task Name</td><td>Code Name</td><td>Codes</td><td>IICS_Replication_Task</td></tr><tr><td>Sync Task</td><td>Sync Task Name</td><td>Code Name</td><td>Codes</td><td>IICS_Synchronization_Task</td></tr><tr><td>PowerCenter Task</td><td>PowerCenter Task Name</td><td>Code Name</td><td>Codes</td><td>IICS_PowerCenter_Task</td></tr><tr><td>Workflow</td><td>Workflow Name</td><td>Code Name</td><td>Codes</td><td>IICS_Workflow</td></tr><tr><td>Mapping Template Task</td><td>Mapping Template Task Name</td><td>Code Name</td><td>Codes</td><td>IICS_Mapping_Template_Task</td></tr><tr><td>Mapping Template</td><td>Mapping Template Name</td><td>Code Name</td><td>Codes</td><td>IICS_Mapping_Template</td></tr></tbody></table>

## Set up a Connection

### Prerequisites

The prerequisites to establish a connection:

### **Service Account User Permissions**

{% hint style="warning" %}
It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.
{% endhint %}

{% hint style="info" %}
**👨‍💻Who can provide these permissions?** The Informatica ICS administrator grants these permissions, since users may not have sufficient access to assign them.
{% endhint %}

| Operations | Objects  | Permissions                       |
| ---------- | -------- | --------------------------------- |
| Crawling   | Datasets | Read Permission for the API calls |

{% hint style="info" %}
Add / Remove Objects based on the Connector object types.
{% endhint %}

## Connection Configuration Steps

{% hint style="warning" %}
Users must have the Connector Creator role to configure a new connection.
{% endhint %}

1. Log in to OvalEdge, go to Administration > Connectors, click + (**New Connector**), search for **Informatica ICS**, and complete the required parameters.

{% hint style="info" %}
Fields marked with an asterisk (\*) are mandatory for establishing a connection.
{% endhint %}

<table><thead><tr><th width="221.11114501953125">Field Name</th><th>Description</th></tr></thead><tbody><tr><td>Connector Type</td><td>By default, "Informatica ICS" is displayed as the selected connector type.</td></tr><tr><td>Credential Manager*</td><td><p>Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection.</p><p>Supported Credential Managers:</p><ul><li>OE Credential Manager</li><li>AWS Secrets Manager</li><li>HashiCorp</li><li>Azure Key Vault</li></ul></td></tr><tr><td>License Add Ons</td><td><p><br></p><ul><li>Select the Auto Lineage Add-On checkbox to automatically build data lineage.</li></ul></td></tr><tr><td>Connector Name*</td><td><p>Enter a unique name for the Informatica ICS connection              </p><p>(Example: "ICSdb").</p></td></tr><tr><td>Connector Environment</td><td>Select the environment (Example: PROD, STG) configured for the connector.</td></tr><tr><td>Connector Description</td><td>Enter a brief description of the connector.</td></tr><tr><td>Login Via</td><td>Enter the authentication method used to access Informatica Intelligent Cloud Services, such as Native, Salesforce, or SAML SSO.</td></tr><tr><td>Server*</td><td>Enter the Informatica Cloud server host name or domain where the service is deployed.</td></tr><tr><td>Username*</td><td>Enter the username required to access the Informatica ICS Database server (Example: "oesauser").</td></tr><tr><td>Salesforce Session ID*</td><td><p>Enter the active Salesforce session ID generated from a valid Salesforce login session. </p><p></p><p>Note: This option appears when Login Via is set to Salesforce.</p></td></tr><tr><td>Salesforce Server Url*</td><td><p>Enter the Salesforce instance URL used for authentication.</p><p></p><p>Note: This option appears when Login Via is set to Salesforce.</p></td></tr><tr><td>SAML Token*</td><td><p>Enter the valid SAML authentication token generated from the Identity Provider (IdP) configured for Informatica Intelligent Cloud Services.</p><p></p><p>Note: This option appears when Login Via is set to SAML Token.</p></td></tr><tr><td>Organization Id*</td><td><p>Enter the unique Organization ID associated with the Informatica Intelligent Cloud Services (IICS) tenant.<br></p><p>Note: This option appears when Login Via is set to SAML Token.</p></td></tr><tr><td>Password*</td><td>Enter the password associated with the provided username to access the Informatica ICS Database.</td></tr><tr><td>Parameter Files Directory</td><td>Enter the directory path where parameter files are stored for the Informatica Cloud connection.</td></tr><tr><td>Proxy Enabled*</td><td>Select Yes to enable proxy usage, or No to bypass the proxy for direct connections. </td></tr></tbody></table>

**Default Governance Roles**

| Default Governance Roles\* | Select the appropriate users or teams for each governance role from the drop-down list. All users configured in the security settings are available for selection. |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |

**Admin Roles**

| Admin Roles\* | Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in the security settings are available for selection. |
| ------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

**No of Archive Objects**

| No Of Archive Objects\* | <p>This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive.<br></p><p>Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.</p> |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

**Bridge**

| Select Bridge\* | <p>If applicable, select the bridge from the drop-down list.</p><p>The drop-down list displays all active bridges that have been configured. These bridges facilitate communication between data sources and the system without requiring changes to firewall rules.</p> |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |

2. After entering all connection details, the following actions can be performed:
   1. Click **Validate** to verify the connection.
   2. Click **Save** to store the connection for future use.
   3. Click **Save & Configure** to apply additional settings before saving.
3. The saved connection will appear on the Connectors home page.

## Manage Connector Operations

### Crawl

{% hint style="warning" %}
To perform crawl operations, users must be assigned the Integration Admin role.
{% endhint %}

The **Crawl/Profile** button allows users to select one or more schemas for crawling.&#x20;

1. Navigate to the Connectors page and click **Crawl/Profile**.
2. Select the schemas to crawl.
3. The **Crawl** option is selected by default.
4. Click **Run** to collect metadata from the connected source and load it into the **Data Catalog**.
5. After a successful crawl, the information appears in the **Data Catalog > Databases/<>Codes** tab.

The **Schedule** checkbox enables automated crawling at intervals ranging from a minute to a year.

1. Click the **Schedule** checkbox to enable the **Select Period** drop-down.
2. Select a time period for the operation from the drop-down menu.
3. Click **Schedule** to initiate metadata collection from the connected source.
4. The system will automatically execute the **crawl** operation at the scheduled time.

### Other Operations

The Connectors page provides a centralized view of all configured connectors and their health status.

**Managing connectors includes:**

* **Connector Health**: Displays the current status of each connector, with a **green** icon for active connections and a **red** icon for inactive connections, helping monitor connectivity to data sources.
* **Viewing**: Click the **Eye** icon next to the connector name to view connector details, including Codes, Schemas, and Tasks.

**Nine Dots Menu Options:**

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

* **Edit Connector**: Update and revalidate the data source.
* **Validate Connector**: Check the integrity of the connection.
* **Settings**: Modify connector settings.
  * **Lineage**: Select server dialects for parsing and setting connector priority for table lineage.
* **Build Lineage**: Automatically build data lineage using source code parsing.
* **Delete Connector**: Remove a connector with confirmation.

### Connectivity Troubleshooting

If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.

<table><thead><tr><th width="86.3333740234375">S.No.</th><th width="220.6666259765625">Error Message(s)</th><th>Error Description &#x26; Resolution</th></tr></thead><tbody><tr><td>1</td><td>Error while validating INFORMATICA_ICS connection Expected URL scheme 'http' or 'https' but no scheme was found for csc/ma...</td><td><p>Error Description: The connection validation failed because the provided Informatica ICS URL is missing a valid scheme (http or https).</p><p>Resolution: Update the connection configuration to include the full URL with the proper scheme, such as https://&#x3C;server_name> or http://&#x3C;server_name>.</p></td></tr><tr><td>2</td><td>Unauthorized Access (401)</td><td><p>Error Description: The request failed due to missing or invalid authentication credentials, preventing access to the requested resource.</p><p>Resolution: Verify the authentication method, ensure valid credentials or tokens are provided, and confirm that the user has the required access permissions.</p></td></tr><tr><td>3</td><td>Forbidden Access (403)</td><td><p>Error Description: The server understood the request but refused to authorize it due to insufficient permissions or restricted access to the requested resource.</p><p>Resolution: Verify user roles, access privileges, and authentication tokens. Ensure the account has the required permissions to access the requested resource or endpoint.</p><p><br></p></td></tr></tbody></table>

***

Copyright © 2025, OvalEdge LLC, Peachtree Corners, GA, USA.
