ExistBI is an Authorized Informatica Training Partner. This 4-day Informatica B2B training course enables participants to use the principal features of Informatica B2B Data Exchange for electronic data interchange between partner organizations. Provided are extensive hands-on labs and exercises to allow students to gain confidence in the use of the development and administrative tools provided within the B2B DX software suite. This course is applicable to software version 10.1. Version 9 agenda available here.


After successfully completing this course, students should be able to:

  • Describe the DX architecture, components, DT services and how they integrate in DX
  • Describe DX Objects, and how they work together to enable partner communication
  • Describe how DX leverages Informatica PowerCenter, and vice versa
  • Describe MFT, and various MFT endpoints supported by DX
  • Apply key concepts, such as Documents and Events, parent-child relationships and Delayed Processing, and how they are used to handle B2B relationships with partners
  • Describe the DX Partner Portal, and its available functionality
  • Monitor and manage DX events, and use them to track workflow progress
  • Create and use Event Monitors to control Real-Time and Batch workflow execution
  • Manage DX Objects using Web Services interface
  • Configure the DX dashboard for custom reporting
  • Troubleshoot issues in a DX environment

Course Duration:

  • Four-days of instructor led training

Target Audience:

  • Developers


  • PowerCenter: Developer, Level 1


Module 1: DX Overview

  • Informatica B2B Data Exchange
  • Business Context of B2B Use-case
  • Features and Benefits of B2B DX
  • DX Architecture/Components
  • New Features

Module 2: Exploring the DX Interface

  • Using the B2B DX Console
  • Management of DX Objects
  • Endpoint, Application, Workflow, Partner and Account, Profile, Document and Events
  • Lab: Creating Data Exchanges

Module 3: PowerCenter Integration with Real-Time Workflows

  • Functional Components of Real-Time Workflows
  • Create DX Objects and Transformations in a PowerCenter Workflow
  • Connection Objects, JNDI Application, JMS Application Connections and Workflows
  • Running a Real-Time Workflow in DX
  • Lab: DX and PowerCenter Integration
  • Lab: Integrating DX and DT

Module 4: Handling Batch Workflows

  • DX Flow Decision making logic
  • Batch and Real-Time Use-Cases
  • Configuring DX Workflows for Batch
  • Scheduling in DX
  • Lab: Mapping Parameters and DX

Module 5: Managing Documents and Events

  • Overview of B2B DX Events
  • Event Types
  • Event Status
  • Event Status History
  • Event Attributes
  • Event Properties
  • Event Search – Basic & Advanced
  • Viewing Events
  • Dialogue – Root, Parent and Child Events
  • Creating and managing new events using DX Transformations
  • Lab: Integrate DX Profile Parameters

Module 6: Chaining Workflows and Data Flow

  • DX Data flow and Design
  • Content based routing
  • Design Decisions
  • Parent and Child Events
  • Overview of Chained Workflows
  • Chained Workflow Use-Case
  • Lab: Chaining workflows

Module 7: Reconciling Events

  • Introduction to Reconciliation
  • Reconciliation Use-Case
  • DX Reconciliation Process
  • DX Transformations for event reconciliation
  • Reconciliation Monitor
  • Monitor Frequency
  • Handling Reconciliation Issues
  • Lab: Creating a Reconciliation Event
  • Lab: Sending an Acknowledgment
  • Lab: Completing the Reconciliation Process

Module 8: Delaying Events

  • Introduction to Delayed Events and Delayed Processing
  • Delated Event Use-Case
  • Delay Rules
  • Release Rules
  • Rule Evaluation
  • Setting up Delayed Processing in DX
  • Lab: Setting up Delayed Processing in DX

Module 9: DX MFT Integrations

  • Introduction to MFT
  • Features and Benefits of MFT
  • DX – MFT Integration
  • Installing MFT
  • MFT Endpoints
  • Lab: Managing the Dashboard
  • Lab: Setting Up Email Resource with MFT Portal
  • Lab: Setting up a MFT File Transfer from Source to Target Endpoint
  • Lab: Using a Built-in Scheduler to Execute Projects at Future Dates and Times
  • Lab: Create endpoints that directly interact with MFT

Module 10: Using Event Monitors

  • Introduction to Event Monitors
  • Using Events to Monitor Processing in Real Time
  • Viewing Monitored Events
  • Overview of DX Advanced Exception Handling
  • Event Monitor to track exceptions
  • Lab: Monitor Processing Using Events

Module 11: Using the Partner Portal

  • Overview of Partner Portal
  • Dashboard
  • Monitoring Event
  • On-boarding
  • File Exchange
  • Authentication & Access Control
  • DX User Authentication
  • Native and ISP Authentication Modes
  • DX Access Control
  • User Groups and Categories
  • Lab: Getting Started with Partner Portal

Module 12: Dashboard and Reports

  • Overview of Dashboard and Reporting
  • Dashboard and Reports Structure
  • Customizing the Dashboard in Logi Info Studio
  • Lab: Overview of Dashboard
  • Lab: Creating a Dashboard