Beruflich Dokumente
Kultur Dokumente
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Informatica MDM Multidomain Edition Informatica Data Director User Guide Version 9.6.0 June 2013 Copyright (c) 1998-2013 Informatica Corporation. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation 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 Corporation. 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 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable. The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing. Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Transformation, Informatica B2B Data Exchange Informatica On Demand, Informatica Identity Resolution, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing, Ultra Messaging and Informatica Master Data Management are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners. Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright Sun Microsystems. All rights reserved. Copyright RSA Security Inc. 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This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php), the Common Development and Distribution License (http://www.opensource.org/licenses/cddl1.php) the Common Public License (http://www.opensource.org/licenses/cpl1.0.php), the Sun Binary Code License Agreement Supplemental License Terms, the BSD License (http:// www.opensource.org/licenses/bsd-license.php) the MIT License (http://www.opensource.org/licenses/mit-license.php) and the Artistic License (http://www.opensource.org/licenses/artistic-license-1.0). This product includes software copyright 2003-2006 Joe WaInes, 2006-2007 XStream Committers. All rights reserved. Permissions and limitations regarding this software are subject to terms available at http://xstream.codehaus.org/license.html. This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/. This Software is protected by U.S. Patent Numbers 5,794,246; 6,014,670; 6,016,501; 6,029,178; 6,032,158; 6,035,307; 6,044,374; 6,092,086; 6,208,990; 6,339,775; 6,640,226; 6,789,096; 6,820,077; 6,823,373; 6,850,947; 6,895,471; 7,117,215; 7,162,643; 7,243,110, 7,254,590; 7,281,001; 7,421,458; 7,496,588; 7,523,121; 7,584,422; 7676516; 7,720, 842; 7,721,270; and 7,774,791, international Patents and other Patents Pending. DISCLAIMER: Informatica Corporation 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 Corporation 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: MDM-DDH-96000-0001
Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Chapter 2: Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Tasks Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Task Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Task Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Entity States. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Task Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Task Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Task Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Creating a Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Editing a Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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Chapter 3: Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Search Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Key Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Types of Searches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Search for Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Advanced Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Key Steps for Building an Advanced Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Logical Operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Conditional Operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Comparison Operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Sample Query Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Known Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
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Show the Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Merging Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Merge Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Find Duplicates (Potential Matches). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Find Merge Candidates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Add a Record to the Merge List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Remove a Record from the Merge List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Merge Records on the Merge List with the Current Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Queue a Record for Merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Export Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Export Primary Object Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Exporting the Primary Object Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Exporting Data Using Search Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Viewing Relationships and Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Show the Hierarchy View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Flyover Panels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Change Layout Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Define Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Show or Hide Filter Hierarchies and Relationship Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Select Filter Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Show Legends for Entity Types and Relationship Types on the Canvas. . . . . . . . . . . . . . . . . . . 45 Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Toolbar Commands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Hierarchy View for an Effective Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Add a New Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Show History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Expand to Full Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Export the Graph to a JPG File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Show the Bookmark for this Hierarchy View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Remove Selected Entities From the Hierarchy View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Delete Selected Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Actions for an Element on the Canvas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Select an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 View Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 View System Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 View Inactive Relationships for an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 View Inactive Relationships for All Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 View Cross References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 View History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Show Direct and Indirect Relationships. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Hide Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Hide Children. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
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Edit an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Delete an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Create a Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Find Duplicates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Find Merge Candidates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Open in a New Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Merge Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Manage Relationships. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Show Relationship Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 View Relationship Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Edit Relationship Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 View Entity Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Add an Entity to Canvas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Remove an Entity from Canvas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 End a Relationship Between Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Delete Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Delete All Relationship Periods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 View Relationship History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Add a Relationship Between Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Viewing Cross References (XREFs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Key Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Cross Reference View Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Show Trust Scores and Override an Attribute Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Show Only Records with Trusted Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Show System Columns for a Cross Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Show the Raw Record for a Cross Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Showing Pending Cross References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Update Cell Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Unmerge Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Unmerge Cross Reference Only. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Unmerge Cross Reference With Lineage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Viewing History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Types of Change Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 View the Change History of an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 View Change Event Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 View a Snapshot of an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 View Base Object Change Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Change the Visible Data Range. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Show or Hide Merge Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Show or Hide Cross Reference Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Enlarge or Reduce the Timeline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 View all the Effective Periods of an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
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Table of Contents
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Table of Contents
Preface
The Informatica Data Director User Guide contains information about how you can create, consume, manage, and monitor master data. This guide is written for business users, data stewards, and IT managers who are responsible to manage master data. This guide assumes that you have a basic understanding of the Informatica MDM Hub architecture and are familiar with key concepts of the Informatica MDM Multidomain Edition Hub .
Informatica Resources
Informatica My Support Portal
As an Informatica customer, you can access the Informatica My Support Portal at http://mysupport.informatica.com. The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, Informatica Product Documentation, and access to the Informatica user community.
Informatica Documentation
The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from http://mysupport.informatica.com.
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articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks.
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 http://www.informaticamarketplace.com.
Informatica Velocity
You can access Informatica Velocity at http://mysupport.informatica.com. 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
vii
Use the following telephone numbers to contact Informatica Global Customer Support: North America / South America Toll Free Brazil 0800 891 0202 Mexico 001 888 209 8853 North America +1 877 463 2435 Europe / Middle East / Africa Toll Free France 0805 804632 Germany 0800 5891281 Italy 800 915 985 Netherlands 0800 2300001 Portugal 800 208 360 Spain 900 813 166 Switzerland 0800 463 200 United Kingdom 0800 023 4632 Standard Rate Belgium +31 30 6022 797 France +33 1 4138 9226 Germany +49 1805 702702 Netherlands +31 30 6022 797 United Kingdom +44 1628 511445 Asia / Australia Toll Free Australia 1 800 120 365 Asia Pacific 00 080 00016360 China 400 810 0900
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Preface
CHAPTER 1
Header Area
The Header area contains the role name of the user and the Log Out button. The About link provides access to the version information of the Informatica MDM Hub and the Help link includes the online help document for the IDD application.
Dashboard Tab
The dashboard page contains one or more grid that gives you a visual summary of the master data, tasks, and other external links. The Dashboard page includes the following components:
My Tasks section contains a list of tasks assigned to you for further action. Charts help you picture data in a graphical format. You can use the External Links to display pages either requested from an external URL or custom HTML
Data Tab
You use the Data tab to search and manage your master data. The Data tab includes the following menus:
The Search menu to search for data. The New menu to add master data for a Subject area groups or subject area, for example Customers or
Products.
Tasks Tab
You can view and action the tasks assigned to you or to other users. A task is an element in a workflow. A workflow is a set of events, tasks, and decisions that you perform on a record to achieve business objectives. In a workflow, you can assign tasks to multiple users. You can collaborate with other users to complete all the tasks defined for a record. The Tasks tab includes the following sub-tabs:
Inbox The Inbox lists the tasks assigned to you. You can view all the open, assigned, and unassigned tasks. The Inbox displays the same information as the My Tasks option in the Dashboard tab. Completed Tasks The Completed Tasks tab lists the tasks that you have completed. You can view details of the tasks such as task lineage and task details. You can also refresh the list of tasks and filter the list of tasks. My Workflows he My Workflows tab lists the tasks assigned to other users and the tasks includes you as an originator or participant of the task in the workflow. Task Administration If you have the administrative access, you can view and administer the tasks that are assigned to other users and also the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, by changing the task priority, adding comments, and setting the due dates. You can perform the following actions in the Task Administration:
Refresh the tasks Reassign the tasks View Task Details View Task Lineage Open the tasks Filter the tasks
Note: To select multiple rows in the task table, press and hold the Ctrl key while you click other rows that you want to select.
Display Preferences
You can personalize and change the appearance of the Dashboard layout. You can also personalize the sequence in which the information appears in the table view.
Dashboard Layout
To rearrange the order and position of items on your Dashboard, click Change Layout in the lower left of the Dashboard. In the Change layout dialog box configure your settings and then click Save. Change the Number of Display Columns in the Dashboard To specify the number of items to be displayed horizontally, click Change Layout at the lower left of the Dashboard. In the Change layout dialog box enter the Number of columns in the layout. For example, to spread charts horizontally, increase the Number of columns in the layout. To stack charts vertically, reduce the Number of columns in the layout. Show or Hide Items in the Dashboard You can personalize your IDD Dashboard by selectively showing or hiding the items in the Dashboard layout. To hide or show an item in the Dashboard layout, click Change Layout in the lower left of the Dashboard. The
Display Preferences
Change layout dialog box appears. The following list provides the information on how to hide or show an item in the Change layout dialog box:
To hide an item, select the item in the Selected Items list and then click Remove. To hide all items, click Remove All. To show an item, select the items in the Available Items list and then click Add. To show all items, click Add All.
Change the Display Order of Items on the Dashboard You can change the order in which the items are displayed on the Dashboard. For example, based on your personal preferences, you can display the My Tasks Inbox either top or bottom of the dashboard layout. IDD displays items in the order they are listed in the Selected Items list in the Change layout dialog box. To change the display order of the items in the dashboard layout, click Change Layout in the lower left of the Dashboard. The Change layout dialog box appears. In the Change layout dialog box, in the Selected Items list, you can move the items to list them to a desired order by using the Up or Down or First or Last button. Collapse and Expand Items in the Dashboard You can collapse (hide) and expand (show) charts or external links on the Dashboard. To hide or expand the items in the dashboard, perform one of the following steps:
To hide a visible item, click the associated Collapse button. To show a hidden item, click the associated Expand button.
Tables Layout
You can change the way information is displayed in tables. Sort Data in Columns To sort a column in the table, click the column heading of the column. You can toggle between ascending and descending sort by repeatedly clicking the same column header. Change the Column Order You can change the order in which columns are displayed in a table. The following list provides the options to customize the table:
For tables without the Customize Table button, you can change the sequence of columns, by dragging the
column headers. IDD displays the saved settings the next time you log in to IDD.
For tables with the Customize Table button, you click the button to rearrange the order, and then click
Save. Show or Hide Columns You can selectively hide or show columns in a table. For example, to hide columns that contains less relevant information or to widen the other columns. The following list provides the options to show or hide columns in the table:
To hide a column, select it in the Selected Items list and then click Remove. To hide all columns, click Remove All. To show a column, select it in the Available Items list and then click Copy. To show all columns, click Copy All.
Language Display
You can change the user interface to a different language of the Informatica Data Director. Note: English is the only available language for version 9.6 of MDM Multidomain Edition for Microsoft SQL Server. In the Informatica Data Director Configuration Manager, you can set the default locale for the Informatica Data Director application. The Informatica Data Director application displays the default language of the user interface the first time you log in. You can change the language of the user interface for the Login page. Informatica Data Director stores the information about the language you last used for the Login page. When you view the Login page the next time, Informatica Data Director displays the last used language of the user interface. After you log in to Informatica Data Director, you can select a language in the header area. Informatica Data Director displays all the elements of the interface, such as control buttons, forms, menus, and navigation links in the selected language. Informatica Data Director stores the information about the language you last used. When you log in the next time, Informatica Data Director displays the last used language of the user interface.
Setting the Login Page and Configuration Manager Default Display Language
You can run a script to set the language that displays in the Informatica Data Director login page and the Configuration Manager user interface. The script does not set the default display language of the Informatica Data Director application. You can set the display language of the Informatica Data Director application from a drop down menu within the application. When you set the login page and Configuration Manager default display language, the language setting of your web browser is ignored. 1. Run the following script to set the language code for the globalLocale parameter: INSERT INTO CMX_SYSTEM.C_REPOS_DS_PREF_DETAIL ( ROWID_DS_PREF_DETAIL, CREATE_DATE, CREATOR, LAST_UPDATE_DATE, UPDATED_BY, ROWID_DS_PREF, NAME, VALUE ) VALUES ( 'MST1.5AB', sysdate, 'admin', sysdate, 'admin',(SELECT ROWID_DS_PREF FROM CMX_SYSTEM.C_REPOS_DS_PREF where name = '___SYSTEM_PREFERENCES_ROOT___'), 'globalLocale', '<ISO language code>' ); The ISO language code is a two letter code that represents the language. For example, the country code 'ja' represents Japanese. If you do not set a valid ISO language code, the display language is English. 2. Restart the application server.
Display Preferences
CHAPTER 2
Tasks
This chapter includes the following topics:
Tasks Overview, 7 Task Attributes, 8 Task Status, 9 Entity States, 10 Task Operations, 10 Task Management , 11 Task Administration, 13 Creating a Task, 13 Editing a Task, 13
Tasks Overview
A task represents a predefined step in a user's business process. Workflow consists of a sequence of connected steps. Informatica Data Director provides workflow support to create and edit a task, assign task to users, and approve or reject a task. Informatica Data Director allows authorized users to participate in a workflow. The user role determines the privileges and the actions that you can perform on a task. For example, a user with a manager role or a supervisor role is authorized to review and either approve or reject changes to an entity. In a task, an action has a specific outcome on an entity. A task can have multiple actions, but you can perform a single action at a time. Informatica Data Director allows authorized users to perform an action. You can perform the following actions on a task:
Submit a change for approval Escalate the task to user with higher authority for assistance Reassign the task to user for assistance Commit changes made to an entity Approve or reject changes made to an entity Merge or unmerge entities Save changes for a task
Cancel a task
Description On the Dashboard, the My Tasks area provides an inbox of tasks that are currently assigned to you for further action. You can scan your inbox to see the task priority, status, description, due date, and associated subject area. The inbox includes a navigation bar to jump between tasks and allows you to specify the number of records per page. The Tasks tab can display your tasks inbox, completed tasks, workflows, and (if you have administrative access) task administration.
Tasks tab
Task.
To take action on an open task, click Task Actions to see a list of available actions. The My Tasks inbox is a table. You can change the display order of rows and columns. You can also selectively show or hide columns. Hover the mouse over the pane with the column name, open the
Task Attributes
You must specify the task attributes to perform a task. The following section describes the task attributes: Title You must specify a brief description about the task for the Title attribute. Priority A task can have a high, medium, or low priority level. Task priority indicates the level of importance for completing the task. You can sort tasks based on the task priority. Due Date You must specify the date by which the task has to be completed. Task Types A task defines a set of actions that you can perform on an entity. The types of actions you perform depend on the type of task assigned to you.
Chapter 2: Tasks
The following table describes tasks types: Task Types Update with approval Description Update a record and require the entity to go through an approval process before completing the task. Update a record but do not require the entity to go through an approval process before completing the task. The approval step is optional. Review a change and either escalate or reject the task. You cannot approve this task and the requires another user to review the changes. Review a change and approve, reject, or escalate the task. Merge records Unmerge a cross-reference record from an entity. Update a record that has been rejected.
Review no approval
Final review
Informatica Data Director specifies the subject area of the entity associated with the task. Assign To You must specify the user to whom the task needs to be assigned. Comments You must enter comments to provide a brief explanation of the task. Comments provide additional information to users in the workflow who view the task. For example, if you submit a task for approval, you can provide additional explanation of why the task should be approved.
Task Status
You can view the status of the tasks participating in the workflow.. To filter the tasks by task status, click the Completed Tasks tab, choose one of the options in the Show Workflow drop-down to filter the tasks by task status in Informatica Data Director. The following table lists the options in the Show Workflow drop-down: Option All In Progress Description Shows all completed tasks. Shows the tasks participating in the workflow and are in progress. Show only workflows that are completed.
Completed
Task Status
Entity States
All the entities participating in an approval workflow is assigned to an entity state. The following table lists the entity states for an entity participating in an approval workflow: State ACTIVE PENDING Description This is the default state of an entity. An entity in ACTIVE state can participate in a workflow. Wehn an entity particiaptes in a workflow and is yet to be approved, the entity state is set to the ACTIVEstate. Informatica Data Director indicates when an entity is in a PENDING state. An entity in the DELETED state is soft deleted and is no longer available in the Informatica Data Director. Entity in DELETED state is excluded from most operations that you perform in the Informatica Data Director. This entity is not physically removed from the system
DELETED
For a task, if the entity state of the associated record is in the ACTIVE state , to edit and save changes to the record click the Apply icon and then click More Actions > Save. When you create a task, Informatica Data Director saves the changes made to the record in the pending XREF table. After you save the record Informatica Data Director displays the record from the Base Object. For a task, if the entity state of the associated record is in the PENDING state , to edit and save changes to the record click the Apply icon and then click More Actions > Save Pending Changes. When you create a task, Informatica Data Director saves the changes made to the record in the pending XREF table. After you save the record Informatica Data Director displays the record from the pending XREF table.
Task Operations
The objective of a task is to verify that an entity is ready to move to the next stage in a workflow. The steps you take to complete a task depend on the type of task and the entity state. You can view and manage tasks either in the Dashboard tab or in the Tasks tab. You can perform the following operations on a task: Send a Task for Approval For a business process, any changes to an entity may require another authorized user such as a manager to review and approve the changes to the entity. If you send a task for approval, the task appears in the approver's Inbox. When you send a record for approval, the state of the entity remains in the PENDING state until the authorized user has approved it. Note: When a new record is sent for approval, a new entry is inserted in the Base Object and in the XREF table. For an existing record, a new entry is inserted in the XREF table. Reassign a Task You can reassign a task to another reviewer such as a colleague or manager for additional assistance. You can make changes to the record and add an additional note to the task. You must assign another user to review the task. After you reassign the task, the task appears in the Inbox of the user to whom it is reassigned.
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Chapter 2: Tasks
Escalate a Task You can escalate a task to another reviewer for assistance. When you escalate a task, Informatica Data Director changes the task type of the task. You can make changes to the record and add an additional note to the task. The task appears in the Inbox of the user to whom the task is escalated. Review a Task If you are assigned as a reviewer for a task, you can open the task in your Inbox to view the task details and subsequently approve or reject the changes to the task. When you review a task to approve or reject the changes, you can identify the attributes that is modified for the record. You will see an icon next to the changed attribute of the record. When you move the cursor over the icon, the mouse-over tip provides the information about the before and after value of that changed attribute. If there is changes to any of the attributes of the children or grandchildren object of the record, you will see an icon on the headers of the children tab. When you review a timeline-enabled entity, in the Task Details window, in the comments section, you can identify the attributes that is modified for the record and also view the effective period for the object. When you review a task, perform one of following action:
To accept the proposed change or changes to the attributes of the record, click Approve. After the task is
Task Management
You use the Tasks tab to open your Inbox and work on the tasks assigned to you. In the Tasks tabs, you can use the Completed Tasks tab to also view the task completed by you. In the Tasks tabs, you can use the My Workflows tab to view the tasks assigned to other users and the tasks includes you as an originator or participant of the task in the workflow. If you are an administrator, you can also use the Tasks tab to access the Task Administration tab. The Task Administration tab displays tasks that are assigned to other users and also lists the unassigned tasks. You use the options on the Task Administration tab to perform the following operations:
Open tasks to view the record associated to the task Assign tasks to users View the unassigned tasks Action the tasks
Task Management
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The following table describes the various actions you can perform on a task: Action Cancel a Task Description You can cancel a task, if the task was created in error or to stop the task process for the record. When you perform the Cancel Task action, the task is excluded from further actions and any pending data associated with the task is deleted. The history of the task is retained as a log. If a task is open and unassigned, you can click Claim Task to assign the task to yourself. To copy the entity associated with the task, click Copy. The entity is copied and the new record is shown in the data view. If you want to delete the entity associated with the task, Click More Actions > Delete, and then confirm deletion. The task is removed from your list and the entity state is changed to DELETED. You can use filter to show only the tasks that meet specific criteria such as to display high priority tasks or overdue tasks. To enable the filter, click Filter On. In the task table, in the horizontal bar, in the column titles, you can specify the filter criteria by entering the filter value or by selecting a value in the drop-down list or from a selection window icon. To view the most recent details of the data in your task list, click Refresh. This command retrieves the latest task information from the database. To view the hierarchy details for the entity associated with the task, click the View Hierarchy icon. To view the task history of the record, click Task Lineage. The task lineage dialog box displays the task details and the list of all the associated tasks in the workflow. You can click the More Action button in the task to perform the following actions:
Find duplicate entity Find merge candidates Create a task View cross references of an entity View system columns of an entity View bookmark of an entity View history details of an entity Copy an entity Delete an entity
Claim a Task
Delete an entity
More Actions
To view the task details, click View Task Details or click the View Details icon. In the Tasks tab, in the Inbox, you can click Open Task or double-click the task to open a task.
Open a Task
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Chapter 2: Tasks
Task Administration
If you have the administrative access, you can view and administer the tasks that are assigned to other users and also the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, by changing the task priority, adding comments, and setting the due dates. You can perform the following actions in the Task Administration:
Refresh the tasks Reassign the tasks View Task Details View Task Lineage Open the tasks Filter the tasks
Note: To select multiple rows in the task table, press and hold the Ctrl key while you click other rows that you want to select.
Creating a Task
A task defines a set of actions that you can perform on an entity. It defines the task to be done, the user to do the task, and the due date of the task. Enter the prerequisites here (optional). Enter the context of your task here (optional). 1. 2. 3. 4. Open a record Click More Actions > Create Task. In the Create Task dialog box, enter the details for the task attributes. Click OK.
Note: You can click More Actions > Create Task to create a task for an existing task. The record will be in an ACTIVE state in the repository. A task creation is initiated but no workflow is generated. This method is only used for notification of updates to users.
Editing a Task
You can edit the task to make changes to the task attributes. 1. 2. Open a record. To make changes to the task attributes, click Task Details. The Task Details dialog box appears. 3. 4. Edit the task attributes Click OK
Task Administration
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Note: You can edit the record associated with the task. To edit the record, click the Edit icon. While you are making changes to the record and if you want to set the record to the previous state, click the Revert icon. To save changes to the record, click the Apply icon and then the Save icon.
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Chapter 2: Tasks
CHAPTER 3
Search
This chapter includes the following topics:
Search Overview, 15 Advanced Search, 22
Search Overview
IDD provides you with search tools that you can use to find data within subject areas and across subject area groups. IDD uses standard search criteria and functions, including wildcards. IDD provides three ways to search - Basic, Extended, and Advanced - to give you the best chance at retrieving the data you want. Tip:
Basic Search uses simple text comparisons (including wildcards) to retrieve data based on your search criteria.
Basic Search is case sensitive: uppercase and lowercase letters do not match, so you must be precise when specifying search criteria.
Extended Search uses internal match logic (including "fuzzy" - or probabilistic matching) and match-enabled
Key Concepts
Queries and Results
A query is a request for information. When you tell IDD to run a query, IDD retrieves the information you requested and displays the results (findings) of the search back to you.
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its definition.
Types of Searches
There are two types of standard searches: basic and extended. Advanced search is used to construct more complex queries. When a query is open, IDD displays its search type.
Basic Search
Consider using a Basic Search when:
you can get reliable results by providing exact text matches and wildcard patterns (or lookup values) in your search
criteria
you need to search on all available attributes
Tip: Basic Search is case sensitive. You can use a wildcard character in place of a character that could be either uppercase or lowercase. Example: %upplies.
Extended Search
Extended Search looks for data using special matching logic and match-enabled attributes. Consider using Extended Search when:
You want to expand your search because you did not get the expected results from a Basic Search. You want to search using fuzzy logic, which can make reliable matches by taking into account spelling variations,
possible misspellings, and other differences that can make matching data non-identical. For example, using fuzzy logic, you can match on variations of the word "Street", such as "St." or "St". Tip: Extended Search is always case-insensitive. If you use Extended Search:
Fewer attributes might be available to search on. For Extended Search, you can search only on attributes that are
configured as match-enabled attributes. On the Search tab, attributes that are not match-enabled are unavailable (grayed out) for search.
On the Search tab, one attribute (identified by an asterisk) is always required.
Note:
In order to optimize results and performance, you must define extended searches appropriately.
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Chapter 3: Search
When running an extended search, you can view the match score for the searched query. Using the match score,
you can determine how proximate the search result is when compared to the searched query. The maximum value for a match score is 100.
Advanced Search
Use the Advanced Query Builder to construct complex queries.
Their usage and effect on search is identical. These characters are interchangeable, so you can use either one. You can use wildcards in two different ways: Wildcard Represents Placeholder for all characters to the end Description The search looks for the characters to the left of the wildcard, and accepts any characters thereafter. For example, if you specified the following search criteria for First Name: Mar* or Mar% IDD could return results for: Mary, Mark, Marilyn, Marty Placeholder for a single character The search accepts any single character in the position of the wildcard. For example, if you specified the following search criteria for First Name: T*m or T%m IDD could return results for: Tim, Tom Tip: When using wildcards in Basic Search, make sure that you have positioned the wildcard character correctly. Incorrect placement can yield unexpected search results.
Search Overview
17
To open a search tab, perform the following steps: 1. 2. Click the Data tab. Click Search in the toolbar.
Note:
When opening multiple search tabs, each search tab is labeled by the search query name, so that you can
distinguish each search action. You can open multiple search tabs to perform different types of data search within subject areas and across subject area groups.
You can set a saved query as default and this default saved query is displayed when you perform a new search.
Area, and READ privileges on the package that is configured as the search package in the configuration manager tool for the Subject Area.
match-enabled attributes.
If you select Extended Search, only match-enabled attributes will be available. Unavailable attributes are grayed
out. You will not be able to specify search criteria for unavailable attributes.
For Basic Search, you can use wildcards to specify text patterns for searching. If a selected attribute is configured as a lookup (for example, a list of countries), you will see a drop-down list of
search result is based either on the current effective date or from the base object value.
To clear the search criteria, click More Actions and choose Reset. To clear the selection in a drop-down list, click
DELETE or BACKSPACE.
Run a Query
To run a search using the search criteria you have specified, click the Run Search button. IDD runs the search and displays the results (findings) in the results panel on the right side of the page.
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Chapter 3: Search
4. 5.
You can customize the appearance of this table. Note: Using the Records per Page drop-down list, you can control the number of records displayed on each page.
Command Menu
Right-click an entity in the Search Results box to display a pop-up menu of available commands.
click the Open button. IDD opens a separate tab for each opened entity.
Search Overview
19
4.
5. 6.
Reset a Query
To clear any keywords or other data entered as search criteria in the search panel, click More Actions and choose Reset.
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Chapter 3: Search
Save a Query
You can save a query that you want to use again in the future. Once you save it, IDD recognizes you as the owner (creator) of this query. To save a query that you have created or edited: 1. 2. 3. 4. 5. On the Search tab, click More Actions and choose Save. If you want to save it under a different name, click Save As instead. In the Save window, you can specify a different query name (if you want). Indicate whether you want to make this your default query (checked) or not (unchecked). Depending on your environment and role, you might have the option to mark this query as Public, which allows others to use it as well. Click Save.
Rename a Query
To rename a query that you have previously created (if you are its owner), on the Saved Queries tab, right-click the query name, choose Rename, type a different name, and click Save.
Delete a Query
To delete a query that you have previously created (if you are its owner), on the Saved Queries tab, right-click the query name and choose Delete Query.
Search Overview
21
To select your default query: 1. 2. On the Saved Queries tab, select the query that you want to designate as the default query. Either right-click and choose Set As Default, or click More Actions and choose Set As Default. Notice that the query name changes to a bold font.
Export Queries
When you migrate an IDD configuration from one environment to another, the saved search queries are not migrated. You can export the saved queries to the target environment, if you need to use them. To export a list of saved queries, use the following steps: 1. 2. 3. Go to the Saved Queries tab, click More Actions and choose Export Queries. In the standard file downloading dialog click Save and select the directory/name of the xml file. Click Save.
Import Queries
When you migrate an IDD configuration from one environment to another, the saved search queries are not migrated. You can import the saved queries from the source to the target environment, if you need to use them. To import a list of saved queries, use the following steps: 1. 2. 3. Go to the Saved Queries tab, click More Actions and choose Import Queries. Click Browse in the dialog that appears and select your previously saved XML file with queries. Click Import.
Note:
If a query with the same name as the query being imported exists in the system, then the existing query is
overwritten.
Default and Non-default properties of queries is not saved. Only queries without errors are imported. If some queries are not imported, then the message Some of the queries
were not imported is displayed. View the Hub server log files for detailed error messages.
Advanced Search
Use the Advanced Query Builder to construct complex queries using free form query text. Advanced Search provides capabilities for specify search conditions that go beyond the capabilities of standard (basic and extended) queries. Advanced search criteria are used in the query's SQL WHERE clause.
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Chapter 3: Search
Tip:
Advanced Search uses SQL syntax and supports: - Logical operators - AND/OR/NOT - Exists, Not Exists, and Count conditions - Comparisons operators range comparison (=, >, <, >=, <=, Between) Be sure to validate your query syntax. You cannot save a query with invalid syntax.
5. 6. 7.
If you want, specify a sort order for the results. Click Validate Query to verify the query syntax. Correct any syntax errors. Click OK. The query must pass validation before it will be saved.
Logical Operators
Operator AND Description Evaluates two conditional expressions and:
- Returns TRUE if both conditions are TRUE. - Returns FALSE if either condition is FALSE - Otherwise returns UNKNOWN.
Example MATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME = 'New York' AND COLUMN.C_PARTY| ORGANIZATION_NAME = 'Informatica Corporation' MATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME = 'London' OR MATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME = 'Paris'
OR
NOT
Advanced Search
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Conditional Operators
Operator Exists Description Returns true if at least one row meets the specified condition in the subquery. NOT EXISTS is also a valid construct. Returns the number of rows that meet the specified condition. Example EXISTS(C_MT_PERSON_DETAILS, MATCH_PATH_COMPONENT.C_MT_PERSON_DETAILS| BIRTH_CITY = 'NEW YORK')
Count
Comparison Operators
Operator = Description equals Example MATCH_PATH_COMPONENT.C_MT_CUSTOMER|ACCOUNT_CD = '123456879' MATCH_PATH_COMPONENT.C_MT_ADDRESS|POSTAL_CD > 42000 MATCH_PATH_COMPONENT.C_MT_ADDRESS|POSTAL_CD < 30000 MATCH_PATH_COMPONENT.C_MT_CUSTOMER|SALES >= 1000000 MATCH_PATH_COMPONENT.C_MT_CUSTOMER|SALES <= 1000000 MATCH_PATH_COMPONENT.C_MT_ADDRESS|POSTAL_CD BETWEEN 94000 AND 96000
greater than less than greater than or equals less than or equals between two values (inclusive)
Known Limitations
Nested logical operators parentheses are not supported in this release Multiple clauses in EXISTS/COUNT user can specify any logical operators within EXIST and COUNT clause,
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Chapter 3: Search
CHAPTER 4
25
Subject Area Groups A subject area group is a collection of subject areas that are related in some way. For example, a subject area group called Contacts could include separate subject areas for customers, vendors, and individual people. If configured for your environment, IDD allows you to search for information across subject areas within the same subject area group, using the attributes that are common to all subject areas that are part of the subject area group. Subject Areas A subject area is a category of master data, such as Customers or Products, that is relevant to your organization. Subject areas provide the building blocks for data management in IDD. Depending on how IDD is configured for your environment, you can view, search for, and modify data (add, change, delete) by subject area. Tasks on your Dashboard are usually tied to particular subject areas. Note: Available subject areas vary depending on how IDD is configured for your organization. Subject Area Children and Grandchildren Subject areas can contain child and grandchild objects.
A subject area can be the parent to one or more child tabs (subject area children). A subject area child can be the parent to one more child tabs (subject area grandchildren).
Entity Views
When you are working with an entity, you use the following entity views to access different types of information about the entity: Data View You use the Data view to view, add, and edit parent, child, and grandchild record of the entity. The parent, child, and grandchild record of the entity are displayed in the tree structure. The view the parent, child, and grandchild record of the entity, in the navigation bar on the left pane, click Data View. Cross Reference View You use Cross Reference view to track the source or lineage of the data. The Cross Reference view provides the following details of the entity:
An identifier for the source system that provided the record. The primary key value of that record in the source system. The most recent cell values provided by that system.
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The original ROWID_OBJECT value of the record. The start date and end date of the period of effectiveness of the record, if applicable.
To view the hierarchy information of an entity, open the entity and choose one of the following options:
ClickMore Actions > Show Cross References. In the navigation bar on the left pane, click XREF View.
History View The History view displays the history of changes to an entity and its lineage to the source system. The History view allows you to view the history of data processing events such as updates, deletes, merges, and cross references that occurred to the entity. To view the hierarchy details of an entity, open the entity and choose one of the following options:
ClickMore Actions > Show History. In the navigation bar on the left pane, click History View.
Effective Period View For a timeline-enabled entity, the Effective Periods view displays the data change events of business entities and their relationships. Timeline creates new versions of an entity instead of overwriting the existing data when data change events occur. You can define the data change events or versions of entities and their relationships in terms of their effective periods. You can define the effective period for a record by the effective start date and the effective end date of the record. Data changes occur over time and are independent of their relationship to other data. The changes to data result in new effective periods, or updates to an existing or a future effective period. You use the Effective Periods view to track the changes to effective periods of data. For a timeline-enabled entity you can track the past, present, and future changes to data such as the address of John Smith. For example, John Smith lived in the city of Los Angeles effective 31 January 2008 to 20 October 2010, currently lives in San Francisco effective 21 October 2010, and will live in Las Vegas effective 25 November 2012. To view the hierarchy information of an entity, open the entity and choose one of the following options:
ClickMore Actions > Show Effective Periods. In the navigation bar on the left pane, click Show Effective Periods.
Hierarchy View You use the Hierarchy view to identify and manage the relationship between entities. A hierarchy is a set of relationship types. A relationship describes the affiliation between two specific entities. The Hierarchy view provides the ability to perform the following activities:
Define hierarchical relationships between data entities. View and manage hierarchies.
In Hierarchy view, the entities and relationships are represented in a graphical format. To view the hierarchy information of an entity, open the entity and choose one of the following options:
ClickMore Actions > View Hierarchy. Click the Hierarchy View icon.
Navigation Tips
Use these tips to navigate the IDD application.
Navigation Tips 27
Smart Lists
Combo boxes (drop-down lists with text fields) have filters. The list of available options is filtered based on what you type into the text field. For example, in a Country field, if you type the letter "S", then the drop-down lists shows only those countries beginning with the letter "S".
Smart Lookups
Depending on how your application is configured, certain lookups might be automatic. For example, if you select a country in a Country field, then the State or Province list might display only provinces for that country.
Choosing a Date
To choose a date, do one of the following:
Click Today, then click Apply, to select today's date. Navigate and select the date you want, then click Apply.
Bookmarks
Bookmarks allow you to share a particular location (such as a query or data view) within an IDD application with others. Where available in IDD, you can click More Actions, choose Show Bookmark, copy the selected bookmark, and paste it into an email, an instant message, or some other format to share with others. When a user opens the bookmark, they launch the IDD application and, if they are not already logged in, they are directed to the login page. After successful authentication, the bookmark location is opened. Below is an example of a bookmark URL: http://mdm.domain.com:8080/bdd/main.jsf?deeplink=search;demo/ Customers;true;false;;MATCH_PATH_COMPONENT.C_MT_ADDRESS%257CCITY_NAME%2B%253D%2B%2527New%2BYork %2527%250A
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For a given entity, each piece of data is associated with an attribute. For example, an address entity might have the data "London" stored as the City attribute for that entity. Note: Available attributes for a given subject area vary depending on how IDD is configured for your organization.
address data that was updated last week is likely to be more current than address data that was updated two years ago.
Source systems can differ in the reliability of the data they contribute. For example, a sales system might be a
better source for phone numbers, while an order fulfillment system might be a better source for shipping addresses. Trust takes into account the age of data, how much its reliability has decayed over time, and the validity of the data. While going through data, you might see a trust score (a number between 0 and 100) that represents a level of confidence and reliability for that attribute in that entity, relative to other entity data. Trust scores help you decide how best to merge data from different entities. They have meaning only when compared with trust scores of other data.
Master Entities
A master entity is a single record in the subject area that represents the best version of the truth (BVT) about a particular thing. The master entity is built by merging the most-trustworthy cell values from the corresponding source records.
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In parent-child relationships, entities are linked by a common (key) attribute. A common parent-child relationship is one-to-many, where a single parent entity can have multiple child entities, but each child entity can have only one parent. For example, a group of products (children) can all belong to one product group (parent). These entities are linked by a common key (product group code). Parent-child relationships can also be one-to-one and many-tomany. In IDD, a relationship type describes a general class of relationship. It specifies the types of entities that a relationship of this type can include, and the direction of the relationship, if any. For example, with products and product groups, a relationship type could declare that "product group is parent of product". In IDD, a hierarchy is a set of relationship types. These relationship types are not ranked based on the place of the entities of the hierarchy, nor are they necessarily related to each other. They are merely relationship types that are grouped together for ease of classification and identification.
Managing Entities
IDD enables you to work with entities in subject areas. Depending on how your environment is configured, you might be able to do such things as add, update, copy, and delete entities. Tip:
Your ability to add or edit entities depends on the role(s) associated with your user account. If you are authorized to
add or edit entities, your changes might remain in a PENDING status until they are approved by an authorized user. If you have questions, contact your Hub Administrator.
When a new relationship references a pending entity, the relationship record must be created with a PENDING
status. For example, if we add a many-to-many reference child entity and if the referenced entity is pending, then the relationship record is created with a PENDING status.
When adding or editing data, attributes with a red pipe ( | ) are required. You must provide a value for required
attributes.
You must explicitly save any changes by clicking the Save button. When you save data, IDD might validate certain attributes and prompt you to make corrections. If an error is found,
IDD displays a red X at the top of the tab and a red rectangle around every incorrect attribute. If you hover over the problem data, IDD will tell you what the problem is with the data.
When you save data, IDD will cleanse certain attributes and make corrections automatically according to the rules
built as part of your IDD implementation. For example, it might look up a postal code and display the appropriate city, it might standardize spelling ("St." to "Street", for example), it might change formats (removing hyphens from credit card numbers, for example), it might replace incorrect values with correct values, and so on.
In the Save for Effective Period dialog box, click the Resolve option to extend the effective period of the PO.
When you save an entity, IDD extends the effective period of an object for the following scenarios:
- Extend the effective period of PO if the effective period of the children record is greater. - Extend the effective period of PO and the effective period of the children record if the effective period of the
saved values. Revert affects unsaved values. You cannot revert the saved changes.
The More Actions button provides a list of commands that you can run.
30
If you see a underlined (a hyperlink) attribute, you can click that hyperlink to show more information about the
referenced entity.
If you see a Find button next to an entity attribute, you can click the button to display a list of possible values. You
can also click the Clear button to clear the current selection.
If you search for and open a subject area in a data view, it shows as PENDING if the entity is pending. If the entity is
active, but it has a pending cross references (pending updates), the entity is shown as ACTIVE and not PENDING.
entity you want to open, right-click and choose Open For Effective Date. In the Open for Effective Date window, select a valid date from the date chooser and click the Open button.
Adding an Entity
To add and save an entity, perform the following steps: 1. From the Data tab, Click New > Subject Area Group > Subject Area. Note: If there is one subject area in the subject area group, and then click New > Subject Area. 2. 3. 4. In the Subject Area tab, enter the attribute data for the entity. Click the Apply icon. Click the Save icon to save the entity. IDD performs a potential duplicates (matches) operation for the record and, if found, the results appears in the Potential Duplicates window. Note:
When saving an object for a timeline-enabled entity, In the Save for Effective Period dialog box, you can
view the objects that you have newly added to the entity. Also, you can select the Effective Start Date and Effective End Date to specify the effective period for the object.
Managing Entities
31
When saving an object for a timeline-enabled entity, In the Save for Effective Period dialog box, IDD
proposes the effective start date and effective end date for the following actions as mentioned in the following table: Actions Suggested effective start date and effective end date Null. Maximum effective period of the parent record. Aggregated effective period of the modified object or objects.
5.
For any potential duplicates, review the duplicate entities and perform one of the following options:
To disregard the potential matches and create another entity, click Create New Entity. To disregard creating another entity and use the existing entity, click Use existing entry.
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5.
If potential duplicates are found, in the Potential Duplicates window review the duplicate entities and perform one of the following options:
To disregard the potential matches and create a new task, click Continue with this record. To disregard the new entity and use the existing entity, click Use existing entry.
6.
To create a new task, perform the following sub-steps in the Create Task window. a. b. In the Title field, enter a title for the task. From the Priority drop-down list select the task priority.
High Normal Low
c. d. e. f.
Select Due Date. Select Assign To to assign this task to the appropriate person for review and approval. Enter your comments in Add Comments. Click OK. Note:
For a timeline-enabled entity, in the Objects for approval: section you can view list of objects for which
you have entered the details. In the Specify the effective period for the modified objects: section, you can select the Effective Start Date and Effective End Date to specify the effective period for the object.
A new record will be in PENDING status until it is approved. After the record is approved the status
changes to ACTIVE.
You cannot edit a record in PENDING status, that is a record which is participating in a workflow and
pending approval. IDD sends the new entity to the appropriate person for review and approval.
Editing an Entity
To edit and save an existing entity: 1. Open an existing entity that you want to edit. Note: You cannot edit a record in pending status, that is a record which is participating in a workflow and pending approval. 2. 3. 4. Click the Edit icon. Make the necessary changes to the record. Click the Save icon to write changes to the database. Note:
When a new record is saved, the find duplicate functionality automatically finds the potential matches. To find
potential matches for a saved record, click More Actions and choose Find Duplicates....
When saving an object for a timeline-enabled entity, In the Save for Effective Period dialog, you can view the
objects that you have newly added or modified or deleted to the entity. Also, you can select the Effective Start Date and Effective End Date to specify the effective period for the object. All the changes made to the entity is saved for the specified effective period.
Managing Entities
33
For a timeline-enabled entity, you can use the Mark For Save option to update the effective period without
updating the primary object or children or grandchildren record of the entity. Select the Mark For Save option and then click the Apply button, the Save button for the entity will be enabled. Click the Save button to save the entity for an effective period. This option is available only to edit an existing entity.
list.
Lookup values are not displayed in the Column drop-down list.
3.
Select one of the following filter conditions from the drop-down list: Available for Data Type Strings and Numbers Condition = Description Column value must be equal to the filter criteria. Column value must not be equal to the filter criteria. Column value must be greater than the filter criteria Column value must be lesser than the filter criteria Column value must be greater than or equal to the filter criteria Column value must be lesser than or equal to the filter criteria Column value must be null for inclusion in the filter results.
!=
Numbers
>
Numbers
<
Numbers
>=
Numbers
<=
Is NULL
34
Description Column value must not be null for inclusion in the filter results Column value must start with the filter criteria Column value must end with the filter criteria Column value must contain the filter criteria Column value must be between the filter criteria
Strings
Starts with
Strings
Ends with
Strings
Contains
Numbers
Between
4. 5.
In the Value field, enter a filter criteria. If you want to create an additional filter condition, click the add button (green plus button). Note: If you want to delete a filter condition, click the delete button (red cross button).
6.
Click Apply. Note: If you want to clear filter, click the Clear Filter button.
Copying an Entity
If you want to create a new entity that is very similar to one that already exists, you can save time by entering the similar details. You can copy the parent entity and some of its children entities. Note: You cannot copy a timeline-enabled entity. To copy an entity perform the following steps. 1. 2. 3. 4. Open the existing entity that you want to copy. Click More Actions and choose Copy. In the new entity window, change the attribute data you want. Click Save or Send for Approval icon as appropriate.
Managing Entities
35
Delete an Entity
If you are authorized to do so, you can delete an entity that you want to remove from the system. To delete the current entity, click Delete, and then click OK to confirm deletion. IDD marks the entity as DELETED and no longer displays it on screen but does not remove it from the database. Note:
When you mark a parent entity as DELETED, only the parent entity is marked for delete and not its child
entities.
When you delete a timeline-enabled entity, the entity is marked DELETED for all the effective periods.
entity. Click Switch to Table View to see a summary list of all the associated entities. Note:
For subject area children, the default view (form or table) may vary depending on how your IDD is configured. For the selected child record, only associated grandchild records are displayed either in form or table view.
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user opens the bookmark, they launch the IDD application and go directly to the bookmarked Data View for this entity.
Merging Data
Merging is the process of combining two or more records because they are identical or sufficiently similar to be considered duplicates. You merge records to consolidate duplicate data into a single entity (master entity) that represents the best version of the truth (BVT). Where attribute values differ, the retained values could be determined by different factors: for example, based on the trust configuration for these records, or based on values supplied by a user who chose to edit the override value instead. Note:
When merging two or more child records of an entity, the child record with the lowest ROWID will survive. For a timeline-enabled entity, this option is available only when the effective date is set to current date.
Merge Steps
The basic steps for merging data are: 1. 2. 3. 4. 5. 6. Display an entity. Search for records to merge using Find Duplicates or Find Merge Candidates, or click the Potential Matches tab. Any of these approaches may return records with an ACTIVE or PENDING status. Decide which record(s) you want to merge with the current entity, and add the record(s) to the merge list. Click Merge to merge the records on the merge list. Confirm changes and, if necessary, override cell values. Complete the merge.
Note:
If you are working on a merge task assigned to you, you will not see a Merge command in the Task Actions dropdown. To do a merge, you need to use the Merge option in the Potential Matches dialog (in a child tab). Manager you must set the Editable property in the column layout property of the subject area to Yes.
To enable the trust override button next to each field in the Trusted record window, in the IDD Configuration
OR
Click the Potential Matches tab (if displayed).
IDD displays potential matches on the left side of the screen, and the current entity on the right.
Merging Data
37
base object. To search for merge candidates for the current entity: 1. 2. 3. Click More Actions and choose Find Merge Candidates. Select a query, fill it in with the search criteria for the merge candidate records, and run the query. In the search results, select the merge candidate(s), and click OK.
IDD displays potential matches on the left side of the screen, and the current entity on the right.
3.
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records to be merged automatically when a background merge batch job is run. When a record is queued for merge only the auto merge indicator will change and not the consolidation indicator. To queue records for merge, on the Potential Matches tab at the bottom of an entity screen, select a record and choose Queue for Merge. The matched record is removed from the view to hide it from further manual intervention.
Export Data
You can export data to move the data to another system or use the data to view, analyze, and create report. You can export the primary object data, for example, as a sales manager in CA, by exporting the data you can create a report of all the customers in CA, who purchased a car in 2009. In this report you can export parent, children and grandchildren data.
multiple records).
Maximum number of rows that can be exported from the search result is defined in the IDD instance. For a timeline-enabled entity, you can export data only for a particular effective date. You will not be able to export the search result if the search result set exceeds the export limit mentioned in the IDD
instance. You will receive a warning message as follows: Number of records in the Search Result Set is greater than Export Limit. Perform search with narrower conditions.
b.
If you want to export the primary object from the data view, then perform the following sub-steps. 1. 2. Open the data record that you want to export. Click More Actions and then select Export from the drop-down menu.
Export Data
39
2.
Determine whether you want to create a new export profile or use an existing export profile to export data and execute the following relevant sub-steps. a. If you want to create a new export profile, perform the following sub-steps: 1. 2. 3. In the Export Data window, click Create New Profile. In the New Configuration window, enter Configuration Name. Select the Access Type:
Private Public.
b.
If you want to load an existing export profile from your system, perform the following sub-steps: 1. 2. 3. 4. In the Export Data window, click Load Export Profiles from XML. In the Import Profiles window, click the Browse button to locate the appropriate export profile that you want import. Select the export profile that you want to import. Click Import.
3.
To export the required subject area column data, In the Export Data window, select the appropriate column in the Available Columns section and then click the right arrow to move the selected column to Selected Columns section. Note:
Only the column names in the Selected Columns section will be exported. You can use the left arrow to move the selected column name from Selected Columns section to Available
Columns section.
If you want to have a particular order of subject area columns in the exported document, you can arrange the
order of the column names in the Selected Columns section using the up arrow and the down arrow. 4. Select the Data Format.
Full You use this format when you want the exported data in the plain structure where parent object columns
data is repeated for each children and grandchildren. This format is preferable when data manipulation in Excel (for data operations like filtering, sorting and others) needs to be done.
Compact You use this format when you want the exported data in a tree table form, where parent data is not
duplicated on each row where its children and grandchildren are listed. This format is well structured and should be chosen when the exported data should be reviewed outside. 5. 6. 7. 8. To save the export profile, in the Export Data window, click More Actions button and select option Save. If you want to work with a new export profile, In the Export Data window, click More Actions button and select option New. If you want to save the export profile with a new title, in the Export Data window, click More Actions button and select option Save As and in the Save export profile as window, enter Export profile title. If you want to set a saved export profile from a private profile to a public profile, In the Export Data window, click More Actions button and select option Mark as Public. Note: This option is only available for saved export configuration profile. 9. If you want to set a saved export profile from a public profile to a private profile, In the Export Data window, click More Actions button, and select option Mark as Private. Note: This option is only available for saved export configuration profile. 10. If you want to set a saved export profile as the default profile, In the Export Data window, click More Actions button, and select option Set as Default. Note: This option is only available for saved export configuration profile.
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If you want to save all the export profiles (single or multiple) for a Subject Area as a XML file to your local system, In the Export Data window, click More Actions button, and, select option Save Export Profiles to XML. If you want to import all the export profile (single or multiple) for a subject area from your local system, In the Export Data window, click More Actions, and, select option Load Export Profile from XML. Click the Export button to export the primary object data. Note: While the data is getting exported you can perform other IDD operations.
14.
b.
If you want to export the primary object from the data view, then perform the following sub-steps. 1. 2. Open the data record that you want to export. Click More Actions and then select Export from the drop-down menu.
2.
To use the search package to export data, In the Export Data window, in the Configuration Name field, select Search Package / System. In the Selected Columns section all the columns defined for the Search Result Display Package (in the IDD Configuration Manager) of the Subject Area appears. Note:
You use the Search Result Display Package to display the search results. You use the Packages tool in the
3. 4.
Click the Export button to export the data. Save or Open the exported .csv file.
changes made to the Hierarchy Manager display package label pattern in the hub console. Hierarchy View shows relationships, affiliations, and hierarchies in your data. Hierarchy View provides a unified picture of your data, allowing you to visualize and better understand the connections among various entities. Tip:
The relationships and hierarchies you see will depend on how the data in your environment is configured.
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Entities and relationships are represented graphically (boxes and lines, respectively). Click a box to select an
entity, or hover the mouse over it to display additional information. Click a line to select a relationship, and hover a mouse over it to show additional information. The arrowhead points in the relationship direction. Click an element to select it. To select multiple items at once, hold down the CTRL key and click the items, or drag the mouse to lasso the items you want to select.
To see a legend of entity types and relationship types shown in the Hierarchy View, click the Other fly-over panel
toward the bottom of the screen, and view the Legend panel.
To show commands that you can run on that element, click it, then click the Actions button to display available
commands. Alternatively, click the More Actions button to display additional commands that are available to you.
By default, Hierarchy View displays data that is directly related (one hop) to the selected entity - the first level of
relationships. Click the Plus sign to show additional, hidden entities associated with that entity.
When viewing hierarchy information of an entity, if the entity exceeds the value set for the number of relationships
per entity, you will receive the following warning message. You have tried to open hierarchy with too many objects. This operation is restricted by performance reasons. Please use Relationships flyover to work with this data.
To add a relationship between entities, drag one entity and drop it onto another entity. To merge entities, press ALT and drag one entity and drop it onto another entity.
Flyover Panels
The flyover panel appears near the bottom of the page and contains the following tabs. Tab Navigation Action Thumbnail Navigation Description Click the Navigation tab toward the bottom of the page. In the thumbnail image of the hierarchy, click an element to navigate to it. Click the Layouts tab toward the bottom of the page. Select options for laying out the canvas
Layouts
Layout Options
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Description Click the Filters tab toward the bottom of the page. Select filter options Click the Other tab toward the bottom of the page to see a legend of canvas elements and to change display preferences.
To expand the flyover panels, click a tab. To collapse the flyover panels, click the canvas.
Tree layout.
Circular layout.
Taxonomy layout.
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Layout
Use the slider to increase (right direction) or decrease (left direction) the following:
distance between nodes (Hierarchy and Taxonomy layout) distance between levels (Hierarchy and Taxonomy layout) distance between edges (Hierarchy and Taxonomy layout) horizontal space (Tree layout) vertical space (Tree layout) circle radius (Circular layout) minimal edge length (Network layout)
Define Filters
Tip: By default, all entity types and relationship types are displayed. Setting a filter hides certain elements from view. Remember to show hidden elements again if you want the complete view. You can use filters to selectively enrich (show) or simplify (hide) elements in the Hierarchy View. You might want to hide certain information, for example, to simplify the display so that you can focus on other elements, or to see the relationships in different ways. To filter data, click the Filters sub-tab near the bottom of the screen and specify the filter settings you want.
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Type
Description Show (checked) or hide (unchecked) child relationships starting from the anchor entity. Show (checked) or hide (unchecked) unknown relationships - where the relationship between two objects is unknown. Show (checked) or hide (unchecked) undirected relationships - where the two objects are related but the relationship direction between them is not specified. Show (checked) or hide (unchecked) bidirectional relationships - where the relationship direction between two objects is both ways.
- To create a new filter, enter a new name and click Save. - Click Public to make this a public filter that others can use. Otherwise, the filter is for your own private use. - Click Default for Entity to make a filter the default one for this entity. - To delete an existing filter, select it in the list and click Delete.
Show Unknown
Show Undirected
Show Bidirectional
Saved Filters
Defaults
Default Hierarchy
Show Legends for Entity Types and Relationship Types on the Canvas
To show the legend for entity types and relationship types on the canvas, click the Other tab toward the bottom of the page.
Preferences
To display simple graphics for a larger or smaller number of entities, click the Other tab toward the bottom of the page, change the number of entities, then click Apply.
Toolbar Commands
The toolbar displays a text description of the anchor entity in this hierarchy in the following format: Hierarchy View: Anchor Entity. The toolbar provides commands for working with graphs on the canvas.
Search
To search for an entity to add to the canvas, click Search on the toolbar, select a query and run it, then double-click an entity from the results. The found entity is added to the canvas.
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Show History
To view the change history for elements in the canvas, click More Actions on the toolbar and choose Show History. The History View page is displayed.
Select an Entity
Click an entity on the canvas to display the Actions button, which provides a set of actions that are available to take on the selected entity. Hover a mouse over the entity to show additional information.
View Details
To view detailed information about an entity, click the entity and choose View -> Details from the Action menu. IDD opens a window that displays certain attributes for that entity. To see all details, click More Details.
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View History
To view the history for an entity, click the entity and choose View > History from the Action menu. IDD opens a History window that displays the history for this entity. The History window displays:
A timeline showing a history of change events to the current entity (top of page). The current entity with read-only attributes as it existed at a given point of time (bottom of page). The default point
The types of change events includes: Event Type BO Update BO Delete Event Group Merge Event Cross Reference Event Description Data for this entity was updated. Data for this entity was deleted. IDD grouping of two or more events that occurred close to each other. Entity was merged with another record. Source system provided one or more records associated with this entity.
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menu.
Hide Entities
To hide an entity (except the anchor entity) and its relationships, click the entity you want to hide and choose Hide > Hide Entities from the Action menu.
Hide Children
To hide children, click the entity whose children you want to hide, and the choose Hide > Hide Children from the Action menu.
Edit an Entity
To edit an entity, click the entity you want to edit, then choose Edit > Edit Entity. IDD opens a separate entity tab so that you can edit attributes and save changes.
Delete an Entity
To delete an entity (except the anchor entity) and its relationships, click the entity, choose Edit > Delete Entity from the Action menu and, when prompted to confirm deletion, choose Yes.
Create a Task
To create a new task associated with a particular entity, click the entity, and then choose Edit > Create Task from the Action menu.
Find Duplicates
To search for potential duplicates for a particular entity, click the entity and choose Find > Duplicates from the Action menu. IDD opens the merge comparison dialog.
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Merge Records
You can merge an entity or group of entities as long as they are all of the same entity type. To merge entities, press ALT and drag one entity and drop it onto another entity. IDD opens the Potential Matches tab. Decide which entities to merge, then click Merge.
In the relationship table, in the Entity column, you can enter a search term (that is entity name) and press Enter on keyboard to narrow your list of relationships in the relationship table. You can use wildcard characters such as asterisk (*) and percent (%) to find many entities with similar, but not exactly the same entity name. Also, you can sort the list of entity names in alphabetic order (ascending and descending). In the relationship table, you can apply filters for the following columns:
Direction Hierarchy Type
Note:
Filters are available only if you select an entity on the canvas. You can control the number of records displayed in the relationship table. If you specify an effective date, the relationship table does not display inactive relationships. Set of available values in the Type filter depends on selected value in the Hierarchy filter. If Hierarchy filter value
is All (default) all relationship types are available in Type filter. Select a relationship on the canvas to display only the relationship details in the relationship flyover. When you rightclick the relationship details in the relationship table, the following action menus are available: Action Menu View Relationship Details End Date Relationship Delete Relationship Description To view the relationship details for the entities. To terminate the relationship between entities. To delete only effective period of the entity which is active for the date specified on the canvas or for the current date if date is not selected on the canvas. To view the relationship history of an entity. To delete all the effective periods of the entity.
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relationships.
selected entities, and then choose Add to Canvas. Note: In the relationship table, you can use this option only for hidden relationships.
entities, right-click one of the selected entities, and then choose Remove from Canvas.
To remove non-adjacent entities in the relationship table, press and hold the CTRL key while selecting the entities,
right-click one of the selected entities, and then choose Remove from Canvas. Note: In the relationship table, you can use this option only for relationships displayed on the canvas.
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Note:
When you click End Date Relationship, the selected relationship's end date is set to a date prior to the Effective
Date selected for the entity. For Example, In the Hierarchy View, if you set the Effective Date as 4/Jun/2012, then the relationship's end date is set to 3/Jun/2012.
End Date Relationship operation is available: - if the selected relationship's end date is null (empty). - if only one XREF persists in the database for the current effective period and it doesn't have intersection with the
configuration manager).
Delete Relationship
To delete a relationship period for the effective date, right-click the relationship line in the relationship table and choose Delete Relationship.
Key Concepts
You need to understand the following key concepts.
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Source Systems
One or more source systems can contribute data to any subject area. For example, data for an Address subject area could come from multiple sources, such as sales and accounting systems.
Cross References
Cross references (also known as XREFs) help you understand which data came from which source system. Knowing this information can help you understand which data contributed to the master entity, and to take corrective action, if necessary, by selectively unmerging data. Each cross reference represents a separate record contributed from a source system to a subject area. If multiple source systems provide data, then each source system will have a separate list of cross references. You might also see multiple cross references coming from the same source system, which can occur when records from the same source system have been merged, or when edits have been made to the record.
Also, in the data view you can click the XREF tab to find the cross-reference for the entity. The Cross References window shows cross references at the base object level. IDD may combine several objects in the parent area of a subject area, or may represent a one-to-one relationship in a single child tab. In this case, the individual base objects that are part of the IDD logical object will be represented as separate tabs on the Cross References window. Note:
For a timeline-enabled entity, the records displayed in the XREF table are based on the selected Effective Date. To view cross references details outside the selected Effective Period, choose Show Cross References outside
current Effective Period. The record that is outside the effective period is marked with an exclamation mark (!).
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Unmerge Data
You can unmerge a cross reference from an entity in order to remove its influence on the entity data.
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To unmerge a particular cross reference, right-click the cross-reference in the list, and then choose Unmerge. IDD offers you two unmerge strategies: Unmerge Strategy Unmerge Cross Reference Only Description Unmerge a cross reference from the selected entity. In this case, only the unmerged record is removed from the unmerge tree. The selected row in the cross-reference table is reinstated as its own row and the influence of that row on the current entity is removed. Choose this command to perform a tree unmerge on a cross reference from the selected base object. During a tree unmerge, an entire set of merged base object records become unmerged from the original structure into an intact substructure.
The following example shows the difference between these two unmerge strategies using a sample set of seven records. In these figures:
Record 1 represents the master record. Records 6 and 7 were previously merged into record 5. Records 3 and 4 were previously merged into record 2. Records 5 and 2 were then merged into record 1.
This kind of unmerge for record 5 causes that record to separate from the rest of the merged records, and the records that were merged to it (in this case, records 6 and 7) become merged with record 1, the base object.
An unmerge with lineage for record 5 causes that record and all of its merged records (the "tree") to separate from the base object and the other merged records as a unit.
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Viewing History
Depending on how your environment is configured, IDD might allow you to view the history of data processing events (updates, deletes, merges, or cross references) that occurred to the selected entity. You might want to investigate the history of changes to an entity if, for example, something unusual or unexpected showed up in the data. Tip: History might not be viewable for certain subject areas.
Note:
Merge event and XREF event are not displayed for timeline-enabled entity. BO Update events are not displayed for timeline-enabled entity. To view the base object change details for
timeline-enabled entity, right-click on the data point in the timeline graph and click View BO Change Details.
Viewing History
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Note:
In the timeline, the row containing the primary object is marked in light yellow and the row containing either PO or
children record of the entity with incomplete information is marked in dark grey.
Note: If there are multiple change events for a data point, you must select one of the change events in the Select Event window to view the snapshot of an entity at a given point of time.
Select a Date shows a snapshot of the entity based on the selected date.
IDD displays, at the bottom of the screen, what the entity looked like at the specified time. For a timeline-enabled entity, BVT for an effective date, along with the changes applied according to the selected history date is displayed.
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2.
no data for an effective period, for example, for a child record, you can view MERGE events and DELETE events but you cannot view XREF UPDATE event for creation.
Viewing History
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The timeline displays the various effective periods the entity has. The following table describes the various legends used to represent different types of effective periods an object has. History Events Start of Effective Period (Blue box) Description Effective period of the entity has a definite start date and end date. Effective period of the entity has no definite start date but has a definite end date. Effective period of the entity has no definite start date and end date
Effective Period with open Start and End Date (Orange box)
Timeline.
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CHAPTER 5
Data Import
This chapter includes the following topics:
Data Import Overview, 59 Data Import Template, 59 Enabling Data Import, 60 Importing the Data Import Template, 60 Importing .xlsx Data, 61 Importing .csv Data, 61
You can import data such as customer names and addresses from a source file. To import data, you need to create an import profile and enable data import. Then you can import the template and the source file into the MDM Hub.
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Map column 2 value of the source file to the LAST_NAME of the base object column.
You must import the template to the Informatica Data Director application before you import data into the MDM Hub. You use the Configuration Manager to import the template. The following code snippet shows a data import template that contains the import profiles for the Person subject area: <?xml version="1.0" encoding="UTF-8"?> <DataImportTemplateConfig xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="data-import-template.xsd"> <ImportProfile name="IMPORT_SA_PERSON" displayName="Import profile for SA Person" subjectArea="Person" effectivePeriodStart="6" effectivePeriodEnd="7" effectiveDateFormat="dd.MM.yyyy"> <PrimaryObject> <Column index="1">C_PARTY|FIRST_NAME</Column> <Column index="2">C_PARTY|LAST_NAME</Column> <Column index="11" type="Date" format="dd.MM.yyyy">C_PARTY|BIRTHDATE</Column> <Child name="Phone"> <Column index="5">C_PARTY_PHONE|PHONE_NUM</Column> <GrandChild name="PhoneUse"> <Column index="3">C_PHONE_CHILD1|COLUMN1</Column> </GrandChild> </Child> </PrimaryObject> </ImportProfile> </DataImportTemplateConfig>
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4. 5.
Click the Browse button to find the XML configuration file. Click Import. The Validation Result window appears. Resolve all the errors mentioned in the Validation Result window to import data in Informatica Data Director.
6.
Click OK.
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Choose the code page format that best describes the data in the source file. Select the Delimiters to specify the character that separates values in your source file. If the character is not listed, select Other, and then enter the character. Select the Text Qualifier to specify the character that encloses values in your source file. Click Next. In the Values field, specify the line in the source file from which the wizard begins to read data. Click Next. You cannot roll back changes after you start the import process. Click Start to start the import process and view the report for the imported records. Click Finish.
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APPENDIX A
Shortcut Reference
This appendix includes the following topics:
Keyboard Shortcuts, 63 Keyboard Shortcuts for the Calendar, 64 Keyboard Shortcuts for Tasks, 65 Keyboard Shortcuts for Search Results, 65 Keyboard Shortcuts for the Data View, 65
Keyboard Shortcuts
When selecting entities in a table (tasks, search results, child tables, cross-references child tables, or grandchild tables), you can see a list of available commands by right clicking. The IDD application displays a context menu. Use the arrow keys to navigate the menu, and press ENTER to choose the selected command, or ESC to exit without executing an action. The following table lists keyboard shortcuts to switch tabs: Action Switch to Dashboard Switch to Data tab Switch to Tasks tab Switch to another tab (for the first 6 items) Shortcut Alt+1 Alt+2 Alt+2 Alt+4..9
Note: These keyboard shortcuts to switch tabs are not available in timelines or cross-reference tables.
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64
65
Action Open History dialog Open Cross References Show System Columns Create task Copy Delete
Shortcut Ctrl+Alt+Y Ctrl+Alt+X Ctrl+Alt+I Ctrl+Alt+J Ctrl+Alt+P Alt+Backspace (Safari) Alt+Delete (Firefox, Internet Explorer)
Child Tabs
Action Select a tab (to display the dialog) Add new item (table view, selected row) Shortcut Alt+0 Alt++ (Safari) Insert (Firefox, Internet Explorer) Edit item Fn+F2 (Safari) F2 (Firefox, Internet Explorer)
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INDEX
A
Advanced Search 22 attributes 28
B
Basic Search 16 bookmarks about bookmarks 28 entities 36 hierarchies 46 queries 22
source systems 51 system columns 53 trusted values 52 unmerging data 53 updating cell data 53 use this value instead 53 viewing 52
D
Dashboard My Tasks 7 data import data import template 59 enabling 60 importing .csv data 61 importing .xlsx data 61 importing the template 60 overview 59 data import template 59 Data tab overview 2 Search 15 Data View keyboard shortcuts 65 Delete All Relationship Periods 51 Delete Relationship 51 Display Aggregated Period 32
C
change history 55 child entities 29 commands Add Relationship 51 Add to Merge List 38 Adding an Entity 31 Complete Merge 38 Copy 35 Create Task 36 Delete 36 Delete Entity 46 Edit Entity 48 End Date Relationship 50 Find Duplicates 35, 37 Find Merge Candidates 36, 38 Merge 38 New 31 Queue for Merge 38 Remove Entity from View 46 Remove From List 38 Save 31, 35 Select a Date 56 Send for Approval 32, 35 Show System Columns 36 Switch to Form View 36 Switch to Table View 36 Unmerge 53 Use Existing Entry 31 Use This Value Instead 53 View Cross References 52 View Entity Details 46, 56 View History 55 Creating Filters for Child Records 34 cross references about cross references 51 overriding attribute values 52 pending 53 raw records 53
E
Edit 33 entities about entities 28 adding 31 bookmarks 36 copying 35 cross references 52 deleting 36 duplicates 35 history of changes 55 master entities 29 merge candidates 36 relationships 36 states 10 system columns 36 tasks 36 Entity Views 26 Export Data Export Primary Object Data 39 Exporting Data Using Search Package 41 Extended Search 16
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F
finding merge candidates 38 Form View 36
H
hierarchies bookmarks 46 full screen mode 46 Hierarchy View adding relationships 51 deleting 46 ending relationships 50 relationships 49 removing 46 showing 42 history about history 55 change events, types of 55 cross reference events 57 date range 56 date selection 56 entity details 56 event details 56 merge events 57 timeline 57 viewing 55
default query 21 deleting 21 details of 21 editing 21 More Actions menu 20 navigating results 19 opening 18 private 16 properties of 16 public 16 Query Builder 20 renaming 21 resetting 20 running 18 saving 21 search criteria 18
R
raw records 53 relationship types 29 relationships about relationships 29 adding 51 ending 50 hierarchy 29 one-to-many relationships 29 parent-child relationships 29 Remove an Entity from Canvas 50 results about results 15 navigating 19
M
master entities 29 merge candidates 38 merging about merging 37 finding duplicates 37 finding merge candidates 38 merge list adding a record 38 merging 38 removing a record 38 queue for merge 38 steps 37 My Tasks 7
S
Save an Existing Entity 33 search about search 15 Advanced Search 22 Basic Search 16 Extended Search 16 open query 18 query steps 19 running 18 search criteria 18 Search tab 18 Standard Search 15 source records 29 source systems 51 Standard Search 15 system columns cross references 53 entities 36
O
overriding attribute values 52 overview 2
P
parent entities 29 pending cross references 53 private queries 16 public queries 16
T
Table View 36 tables customizing 4 tasks administration 13 attributes 8 entity states 10 My Tasks 7 refreshing 7
Q
queries about queries 15 bookmarks 22 creating 20
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Index
W
wildcards 17
U
unmerging data 53
Index
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