Informatica Cloud Customer 360 Analytics (Version 2.13) User Guide

Transcription

1 Informatica Cloud Customer 360 Analytics (Version 2.13) User Guide

2 Informatica Cloud Customer 360 Analytics User Guide Version 2.13 June 2016 Copyright (c) Informatica LLC. All rights reserved. This software and documentation contain proprietary information of Informatica LLC and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica LLC. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS (a) and (a) (1995), DFARS (1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. 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3 This product includes software licensed under the terms at license.html, httpunit.sourceforge.net/doc/ license.html, license.html, license-agreement; /copyright-software ; forge.ow2.org/projects/javaservice/, license.html; protobuf.googlecode.com/svn/trunk/src/google/protobuf/descriptor.proto; current/doc/mitk5license.html; blob/master/license; page=documents&file=license; blueprints/blob/master/license.txt; twbs/bootstrap/blob/master/license; master/license, and This product includes software licensed under the Academic Free License ( the Common Development and Distribution License ( the Common Public License ( the Sun Binary Code License Agreement Supplemental License Terms, the BSD License ( the new BSD License ( licenses/bsd-3-clause), the MIT License ( the Artistic License ( and the Initial Developer s Public License Version 1.0 ( This product includes software copyright Joe WaInes, XStream Committers. All rights reserved. Permissions and limitations regarding this software are subject to terms available at This product includes software developed by the Indiana University Extreme! Lab. For further information please visit This product includes software Copyright (c) 2013 Frank Balluffi and Markus Moeller. All rights reserved. Permissions and limitations regarding this software are subject to terms of the MIT license. See patents at DISCLAIMER: Informatica LLC provides this documentation "as is" without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of noninfringement, merchantability, or use for a particular purpose. Informatica LLC does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice. NOTICES This Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation ("DataDirect") which are subject to the following terms and conditions: 1. THE DATADIRECT DRIVERS ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. 2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS. Part Number: C360A-UG

4 Table of Contents Preface Informatica Resources Informatica My Support Portal Informatica Documentation Informatica Product Availability Matrixes Informatica Web Site Informatica How-To Library Informatica Knowledge Base Informatica Support YouTube Channel Informatica Marketplace Informatica Velocity Informatica Global Customer Support Chapter 1: Introduction to Cloud Customer 360 Analytics Cloud Customer 360 Analytics Overview Sharing Data with Informatica Global Customer Support CC360 Analytics User Interface Chapter 2: Installation Installation Overview Before you Begin Installing CC360 Analytics Adding the CC360 Analytics Tab CC360 Analytics Upgrade Upgrading CC360 Analytics Chapter 3: CC360 Analytics User Interface CC360 Analytics User Interface CC360 Analytics Dashboard Data about Salesforce Objects Running Jobs CC360 Job Analytics Recent CC360 Job Details, Upcoming Schedules, and Source Records Reports CC360 Analytics Page DaaS Page DaaS Job Analytics DaaS Job Details Verification Statuses Settings Page Feedback Page Table of Contents

5 Chapter 4: Managing the CC360 Analytics Settings Managing Settings for CC360 Analytics Overview Enabling CC360 Analytics Manually Run the CC360 Analytics Job Scheduling the CC360 Analytics Job Terminating the CC360 Analytics Job schedule Sharing Analytical Data Sharing the CC360 Settings Index Table of Contents 5

6 Preface The Informatica Cloud Customer 360 Analytics User Guide explains how to install Cloud Customer 360 Analytics (CC360 Analytics) and collect statistics related to your Salesforce records, and the performance of the CC360 jobs. Informatica Resources Informatica My Support Portal As an Informatica customer, the first step in reaching out to Informatica is through the Informatica My Support Portal at The My Support Portal is the largest online data integration collaboration platform with over 100,000 Informatica customers and partners worldwide. As a member, you can: Access all of your Informatica resources in one place. Review your support cases. Search the Knowledge Base, find product documentation, access how-to documents, and watch support videos. Find your local Informatica User Group Network and collaborate with your peers. As a member, you can: Access all of your Informatica resources in one place. Search the Knowledge Base, find product documentation, access how-to documents, and watch support videos. Find your local Informatica User Group Network and collaborate with your peers. Informatica Documentation To get the latest documentation for your product, browse the Informatica Knowledge Base at If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through at infa_documentation@informatica.com. 6

7 Informatica Product Availability Matrixes Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types of data sources and targets that a product release supports. You can access the PAMs on the Informatica My Support Portal at Informatica Web Site You can access the Informatica corporate web site at The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services. Informatica How-To Library As an Informatica customer, you can access the Informatica How-To Library at The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks. Informatica Knowledge Base As an Informatica customer, you can access the Informatica Knowledge Base at Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through at KB_Feedback@informatica.com. Informatica Support YouTube Channel You can access the Informatica Support YouTube channel at The Informatica Support YouTube channel includes videos about solutions that guide you through performing specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel, contact the Support YouTube team through at supportvideos@informatica.com or send a tweet Informatica Marketplace The Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions available on the Marketplace, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at Informatica Velocity You can access Informatica Velocity at Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com. Preface 7

8 Informatica Global Customer Support You can contact a Customer Support Center by telephone or through the Online Support. Online Support requires a user name and password. You can request a user name and password at The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at 8 Preface

9 C H A P T E R 1 Introduction to Cloud Customer 360 Analytics This chapter includes the following topics: Cloud Customer 360 Analytics Overview, 9 Sharing Data with Informatica Global Customer Support, 9 CC360 Analytics User Interface, 10 Cloud Customer 360 Analytics Overview Cloud Customer 360 (CC360) Analytics is a lightweight Salesforce.com application that analyzes how the records are synchronized with Cloud Customer 360 (CC360), and the details, the performance, and the status of the CC360 and Data as a Service (DaaS) jobs. Use CC360 Analytics to get information on the data usage and a 360-degree view of the source records. CC360 Analytics runs on your Salesforce organization. CC360 Analytics uses the CC360 Analytics job to analyze your Salesforce environment and collect information related to the distribution of records across the Salesforce objects and the number of synchronized, duplicate-checked, cleansed, and consolidated records. Use the CC360 Analytics to analyze the CC360 and DaaS jobs for information about the number of records processed and the successful and failed jobs. You can share information with Informatica Global Customer Support to help resolve your technical issues and receive guidance on optimal CC360 settings based on your requirement and usage. You can also send feedback or comments about CC360 Analytics to Informatica Global Customer Support. Sharing Data with Informatica Global Customer Support You can choose to share the aggregate analytical data and the CC360 custom settings with Informatica. When you share the data, Informatica Global Customer Support can analyze your data to troubleshoot and resolve technical issues, and recommend optimal CC360 settings based on your Salesforce environment. When you enable sharing of the analytical data, the data is shared each time the CC360 Analytics job runs. You can share the CC360 custom settings at any time. 9

10 CC360 Analytics shares the following aggregate analytical data: Total number of the standard and nonstandard Salesforce objects, such as account, contact, lead, and custom objects. Number of records that are duplicate checked, consolidated, cleansed, and soft deleted. Number of beans and master beans. Total number of ultimate parents and hierarchies. Names of the top five hierarchies along with their ultimate parents and the number of nodes in the top five hierarchies. For each job, the number of times the job ran, the maximum and the minimum job duration, the total number of records processed, number of records processed successfully, and number of records the job failed to process. CC360 Analytics shares the following CC360 custom settings: Matching settings Performance settings Job schedules Synchronization settings Segment settings CC360 settings CC360 Analytics User Interface The CC360 Analytics user interface has a left pane and a center pane. The dashboard is the landing page of the CC360 Analytics user interface. You can access the following elements from the left pane: CC360 Dashboard CC360 Analytics DaaS Settings Feedback 10 Chapter 1: Introduction to Cloud Customer 360 Analytics

11 The following image shows the CC360 Analytics user interface: You can navigate back to the CC360 user interface from CC360 Analytics. CC360 Analytics User Interface 11

12 C H A P T E R 2 Installation This chapter includes the following topics: Installation Overview, 12 Before you Begin, 12 Installing CC360 Analytics, 13 Adding the CC360 Analytics Tab, 13 CC360 Analytics Upgrade, 14 Installation Overview CC360 Analytics runs on your Salesforce organization. Contact Informatica Global Customer Support for the CC360 Analytics package URL and password. Access the CC360 Analytics package URL to install CC360 Analytics in your Salesforce environment. You can install CC360 Analytics in your production or sandbox environment. The installation process installs the CC360 Analytics package and performs a first run of the analytics batch job to aggregate the values for analytics. The installation process might take a few minutes to complete, depending on the number of beans that the job has to process. You can monitor the progress of the analytics job from the Running Jobs section of the CC360 Jobs page. You will receive an notification on successful installation of the CC360 package and the initial execution of the analytics job. Before you Begin Before you install CC360 Analytics, you must have installed CC360 Summer 2015 version 6.3 or later. You need the package URL and a password to install CC360 Analytics. Contact Informatica Global Customer Support for the password. 12

13 Installing CC360 Analytics CC360 Analytics is available as a package that you can install in your production or sandbox environment. 1. Log in to the Salesforce site of your organization. 2. Copy and paste the CC360 Analytics package URL in the browser. For a sandbox environment, replace the first portion the link from to The following image shows the installation screen: 3. In the Install CC360 Analytics page, enter the password. 4. Select the type of user who can access CC360 Analytics. 5. Click Install. After a successful installation of CC360 Analytics, CC360 Analytics sends a notification to Informatica Global Customer Support. CC360 Analytics uses Salesforce service to send the notification . Adding the CC360 Analytics Tab You can access CC360 Analytics from your CC360 environment. Add the CC360 Analytics tab to your Salesforce set of tabs to launch CC360 Analytics from your Salesforce user interface. 1. On the Salesforce user interface, click the plus (+) icon to edit the tabs. 2. On the All Tabs page, click Customize My Tabs. Installing CC360 Analytics 13

14 The following image shows the Customize My Tabs screen: 3. Select Cloud MDM from the Custom App list. 4. Select CC360 Analytics from the Available Tabs list and click the Add arrow icon to add it to the Selected Tabs list. 5. Optionally, use the Up and Down arrows to change the order of the tabs on the CC360 user interface. 6. Click Save. The CC360 Analytics tab appears in the CC360 environment. The following image shows the CC360 Analytics tab created on the Salesforce user interface: CC360 Analytics Upgrade CC360 Analytics displays a notification in the dashboard when a new version of CC360 Analytics is available. Contact Informatica Global Customer Support for the CC360 Analytics package URL and password. If a new version of CC360 or CC360 Analytics is available, a notification appears in the dashboard. The notification remains until you upgrade to the new version. You can close the notification for the rest of the day, so that it does not appear whenever you view the dashboard. The notification reappears when you log in after the day has changed as per the system time. The following image shows the notification that appears in the dashboard: 14 Chapter 2: Installation

15 Upgrading CC360 Analytics To upgrade CC360 Analytics, install the upgrade package. 1. Log in to the Salesforce site of your organization. 2. Copy and paste the CC360 Analytics package URL in the browser. For a sandbox environment, replace the first portion the link from to 3. In the Upgrade CC360 Analytics page, enter the password. 4. Select the type of user who can access CC360 Analytics. 5. Click Upgrade. CC360 Analytics Upgrade 15

16 C H A P T E R 3 CC360 Analytics User Interface This chapter includes the following topics: CC360 Analytics User Interface, 16 CC360 Analytics Dashboard, 18 CC360 Analytics Page, 22 DaaS Page, 23 Settings Page, 26 Feedback Page, 26 CC360 Analytics User Interface The CC360 Analytics user interface has a left pane and a center pane. Access the CC360 dashboard, the CC360 analytics page, the DaaS page, the settings page, and the feedback page from the left pane. When you click an item in the left pane, the right pane displays information about your selection. Access CC360 Analytics from the CC360 Analytics tab on your Salesforce user interface. The dashboard is the landing page of the CC360 Analytics user interface. 16

17 The following image shows the CC360 Analytics dashboard: 1. Main menu, which contains the CC360 Dashboard, the CC360 Analytics page, the DaaS page, the Settings page, and the Feedback page. 2. Upgrade notification, if a new version of CC360 Analytics or CC360 is available. 3. Home icon. 4. Help icon. The CC360 Analytics user interface has the following elements: CC360 Dashboard. View the information related to standard and nonstandard Salesforce objects and details about the CC360 jobs. CC360 Analytic. View the information about distribution of records across the Salesforce objects and data related to duplicate check and match check. DaaS. View the information related to DaaS jobs such as the analytical information and the job details. Settings. Manage the CC360 Analytics job and its schedule. Feedback. Send feedback or comments about CC360 Analytics to Informatica Global Customer Support. Home icon. Navigate back to the CC360 user interface. Help icon. View the online help. CC360 Analytics User Interface 17

18 Note: If you have any running jobs, CC360 Analytics user interface displays the Running Jobs report with details of the running jobs. CC360 Analytics Dashboard The CC360 Analytics dashboard is a collection of reports that provide analytical information about your CC360 environment. The dashboard displays the following information: Data about your standard and nonstandard Salesforce objects, such as accounts, contacts, leads, and custom objects. Details of the running CC360 jobs. Analytics related to the CC360 jobs. Details of the CC360 jobs. Upcoming schedules. Source records (beans) and source master records (master beans). 18 Chapter 3: CC360 Analytics User Interface

19 The following image shows the dashboard: Note: If a new version of CC360 or CC360 Analytics is available, a notification appears in the dashboard. Data about Salesforce Objects The pie chart displays the distribution of the bean records across the standard and nonstandard Salesforce objects. Different colors are used to differentiate the objects. The reports for the objects display the following information: Number of bean records of the each object type, such as accounts, contacts, leads, and custom objects. For each object type, the percentage of records that are synchronized with CC360 Increase in the percentage of records processed between the previous and the current run of the CC360 Analytics job. To access the detailed information, click the More Info link of any of the four Salesforce objects. CC360 Analytics Dashboard 19

20 The following image shows the details of the account object: You can view the number of records that are checked for duplicates, cleansed, and consolidated. For each source system, the data also displays the following information: Percentage of records or beans that are checked for duplicates. Percentage of records or beans that are cleansed. Percentage of records or beans that are consolidated. Configuring the Objects in the CC360 Analytics Dashboard You can add or remove the objects that are displayed in the CC360 Analytics dashboard. You can also change the display order of the objects. 1. Click the Home icon ( 2. Select your name and click Setup. ) to access the CC360 user interface. 3. Under App Setup, select Develop > Custom Settings. The Custom Settings page appears. 4. Select Manage for Header Objects List. The Custom Setting Header Objects List page appears. 5. Click Edit for the object that you want to configure. The Header Objects List Edit page appears. 6. To remove the object from the CC360 Analytics dashboard, under the Header Objects List Information section, in the Order field, enter 0. The value 0 deletes the object from the dashboard. 7. To change the display order of the object, enter a numeric value based on the total number of objects that you have in your organization. 20 Chapter 3: CC360 Analytics User Interface

21 For example, if you have six objects in your organization, use any number between 1 and 6 that indicates the display order. After you set the display order for an object that does not appear in the dashboard, the object is added to the dashboard. 8. Click Save. Running Jobs The Running Jobs report displays the currently running jobs and the number of records that the jobs process. The following image shows the Running Jobs report: CC360 Job Analytics The CC360 Job Analytics report displays the historical analysis of the performance of the CC360 jobs. You can specify the CC360 jobs that you want to analyze. Get information about the records processed by the specified jobs and which jobs succeeded or failed. A line graph shows the records processed by the specified CC360 jobs. A bar graph shows the number of times the specified CC360 jobs ran successfully or failed. You can get the analytics for the CC360 jobs on demand. You can specify the jobs and the time frame for which you want to analyze the CC360 jobs. You can choose what jobs you want to always monitor. The following image shows the CC360 Job Analytics report: Analyzing the Performance of the CC360 Jobs You can analyze the performance of the CC360 jobs. You can collect information about the number of records processed by the specified jobs and the number of times the jobs ran successfully or failed. 1. In the left pane, click Dashboard. 2. In the CC360 Job Analytics report, select the check boxes next to the jobs whose performance you want to analyze. 3. Select the timeline to view the statistics. 4. Click Execute. CC360 Analytics Dashboard 21

22 Recent CC360 Job Details, Upcoming Schedules, and Source Records Reports The Recent CC360 Job Details report displays details of the ten most recent CC360 jobs, such as number of records processed, the time taken for each job to complete, and the status of each job. You can also view the job status, the number of items processed, and the number of errors for each CC360 job. You can click the error link and view the job log to get more information about the error. The Upcoming Schedules report displays the list of jobs scheduled to run. The Source Records report lists the number of source records or beans and the number of source master records or master beans. The report lists the percentage increase in the records since the previous run of the CC360 analytics job. When the CC360 Analytics job is run for the first time after the installation of the CC360 Analytics package, you can see what percentage of the total data storage is occupied by the bean and the master bean records. The following image shows the CC360 Job Details report: CC360 Analytics Page The CC360 Analytics page contains two pages, the Source Records and the Duplicates. Source Records The Source Records page displays a pie chart depicting the distribution of the standard and nonstandard Salesforce objects, such as accounts, contacts, leads, and custom objects. To drill down for a 360 degreeview of the record distribution, click the segment in the pie chart that corresponds to the accounts, contacts, leads, or custom objects. The following image shows the distribution of the source records for accounts, contacts, leads, and custom objects: 22 Chapter 3: CC360 Analytics User Interface

23 Duplicates The Duplicates page displays two bar graphs that display the following data for the standard and nonstandard Salesforce objects: Number of records for which the duplicate check is performed and not performed. Number of records for which the match check is performed and not performed. The following image shows the information about duplicate records: DaaS Page The DaaS page has a collection of reports that provide analytical information about the DaaS job. The DaaS page displays the following information: Analytics related to the DaaS jobs. Details of the DaaS jobs. DaaS Page 23

24 Status of the address verification, address verification, and phone number validation services. The following image shows the DaaS page: Note: CC360 Analytics does not display the analytics of the DaaS jobs if you do not enable DaaS in your organization or you do not configure the DaaS settings. DaaS Job Analytics The DaaS Job Analytics report displays a line graph for each DaaS job that shows historical analysis of the performance of the DaaS jobs. You can view information about the records that the DaaS jobs processed. The following image shows the DaaS Job Analytics report: 24 Chapter 3: CC360 Analytics User Interface

25 DaaS Job Details The DaaS Job Details report displays the number of valid and invalid addresses, addresses, and phone numbers for the Salesforce objects. The following image shows the DaaS Job Details report: DaaS Page 25

26 Verification Statuses The verification status reports display bar graphs that indicate the status of the address verification, address verification, and phone number validation services. The bar graphs show the number of valid, invalid, and not-verified records for the Salesforce objects. The following image shows the verification status reports: Settings Page The Settings page has options to enable CC360 Analytics, run the CC360 Analytics job on demand, schedule the CC360 Analytics job, and terminate the schedule. From the Settings page, you can share aggregate analytical data and CC360 settings with Informatica Global Customer Support. Feedback Page The Feedback page displays a feedback form where you can provide feedback about Informatica CC360 Analytics. You can add comments and send the feedback to Informatica Global Customer Support. CC360 Analytics uses Salesforce services to send the feedback on your behalf. The following image shows the feedback form: 26 Chapter 3: CC360 Analytics User Interface

27 Feedback Page 27

28 C H A P T E R 4 Managing the CC360 Analytics Settings This chapter includes the following topics: Managing Settings for CC360 Analytics Overview, 28 Enabling CC360 Analytics, 29 Manually Run the CC360 Analytics Job, 30 Scheduling the CC360 Analytics Job, 30 Terminating the CC360 Analytics Job schedule, 30 Sharing Analytical Data, 30 Sharing the CC360 Settings, 31 Managing Settings for CC360 Analytics Overview You can enable CC360 Analytics for your Salesforce objects, run the CC360 Analytics job on demand, schedule the CC360 Analytics job, and terminate the schedule from the Settings page. You can enable data sharing and share aggregate analytical data and CC360 settings with Informatica Global Customer Support. To access the CC360 Settings page, click Settings. 28

29 The following image shows the Settings page: Enabling CC360 Analytics You can enable or disable CC360 Analytics. By default, the CC360 Analytics is disabled. 1. On the left pane, click Settings. 2. To enable CC360 Analytics, on the Settings page, click Yes, which is next to Enable CC360 Analytics. 3. To disable CC360 Analytics, on the Settings page, click No, which is next to Enable CC360 Analytics. Enabling CC360 Analytics 29

30 Manually Run the CC360 Analytics Job You can manually run the CC360 Analytics job at any time. 1. On the left pane, click Settings. 2. On the Settings page, click Execute which is next to Execute Analytics Job Now. Scheduling the CC360 Analytics Job You can schedule the CC360 Analytics job to run at specified intervals. 1. On the left pane, click Settings. 2. In the CC360 Analytics Scheduler Settings section, select All to run the job on all days of the week or select the check boxes next to the days you want to run the job. 3. Optionally, specify the time at which you want to run the job. By default, the CC360 Analytics job runs at midnight. 4. Click Schedule. Terminating the CC360 Analytics Job schedule You can terminate the schedule that you configure for the CC360 Analytics job. 1. On the left pane, click Settings. 2. On the Settings page, click Execute which is next to Terminate Analytics Schedule. Sharing Analytical Data You can choose to share the aggregate analytical data with Informatica Global Customer Support. CC360 Analytics shares the data whenever the CC360 Analytics job runs. 1. On the left pane, click Settings. 2. To share the analytical data, on the Settings page, click Yes, which is next to Share Analytics Data. CC360 Analytics displays the following dialog box: 30 Chapter 4: Managing the CC360 Analytics Settings

31 3. To view the analytical data that you share with Informatica Global Customer Support, click View metadata to be shared. 4. Click Accept. 5. To stop sharing the analytical data, on the Settings page, click No, which is next to Share Analytics Data. Sharing the CC360 Settings You can share the CC360 custom settings with Informatica Global Customer Support at any time. By default, sharing is enabled when you enable CC360 Analytics. 1. On the left pane, click Settings. 2. To share the CC360 settings, on the Settings page, click Share, which is next to Share the CC360 Settings. Sharing the CC360 Settings 31

32 I n d e x A analytical data sharing 30 C CC360 Analytics about 9 disabling 29 enabling 29 installing 13 upgrade 14 upgrading 15 user interface 10, 16 CC360 Analytics job manage 28 run manually 30 settings 26 CC360 Analytics job schedule setting 30 terminate 30 CC360 Analytics tab adding 13 CC360 jobs analysis 21 CC360 jobs (continued) details 22 historical analysis 21 D dashboard information 18 Salesforce object data 19 data sharing overview 9 I installation overview 12 S Salesforce objects distribution 22 32