MDM 960 InformaticaDataDirectorUserGuide En

Informatica MDM Multidomain Edition (Version 9.6.0)

Informatica Data Director User Guide

Informatica MDM Multidomain Edition Informatica Data Director User Guide

Version 9.6.0June 2013

Copyright (c) 1998-2013 Informatica Corporation. All rights reserved.

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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 LIMITEDTO, 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 THEPOSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OFCONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: MDM-DDH-96000-0001

Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viInformatica 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 1: Introduction to Informatica Data Director. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Informatica Data Director Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Informatica Data Director User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Header Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Dashboard Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Data Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Tasks Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Display Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Dashboard Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Tables Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Language Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Setting the Login Page and Configuration Manager Default Display Language. . . . . . . . . . . . . . . . 5

Logging In to Informatica Data Director. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 2: Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Tasks 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

Table of Contents i

Chapter 3: Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Search 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

Chapter 4: Data Management in Informatica Data Director. . . . . . . . . . . . . . . . . . . . . . . . . 25Data Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

How Data is Represented in IDD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Entity Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Navigation Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Smart Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Smart Lookups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Calendars for Date Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Entities and Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Source Systems and Source Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Trust and Entities with Trusted Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Master Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Relationships, Relationship Types, and Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Managing Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Opening an Existing Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Add a New Entity to a Subject Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Adding an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Display Aggregated Period for Timeline-Enabled Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Sending an Entity for Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Editing an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Creating Filters for Child Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Find Duplicates (Potential Matches). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Find Merge Candidates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Delete an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Switch Between Form and Table View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Show System Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

View Relationships for an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Create a Task for an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

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Show the Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Merging Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Merge Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Find Duplicates (Potential Matches). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37


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

Table of Contents iii

Edit an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Delete an Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Create a Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Find Duplicates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

iv Table of Contents

Chapter 5: Data Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Data 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

Appendix A: Shortcut Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Keyboard 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

Data View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

More Actions Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Child Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Child Tab Table View Context Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Table of Contents v

PrefaceThe Informatica Data Director User Guide contains information about how you can create, consume, manage, andmonitor master data. This guide is written for business users, data stewards, and IT managers who are responsible tomanage master data.

This guide assumes that you have a basic understanding of the Informatica MDM Hub architecture and are familiarwith key concepts of the Informatica MDM Multidomain Edition Hub .

Informatica Resources

Informatica My Support PortalAs 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 customersupport case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base,Informatica Product Documentation, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you havequestions, comments, or ideas about this documentation, contact the Informatica Documentation team through emailat [email protected]. We will use your feedback to improve our documentation. Let us know if wecan 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.

Informatica Web SiteYou can access the Informatica corporate web site at http://www.informatica.com. The site contains information aboutInformatica, its background, upcoming events, and sales offices. You will also find product and partner information.The services area of the site includes important information about technical support, training and education, andimplementation services.

Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com. TheHow-To Library is a collection of resources to help you learn more about Informatica products and features. It includes

vi

http://mysupport.informatica.com

mailto:[email protected]


http://www.informatica.com


articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors,and guide you through performing specific real-world tasks.

Informatica Knowledge BaseAs an Informatica customer, you can access the Informatica Knowledge Base at http://mysupport.informatica.com.Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products.You can also find answers to frequently asked questions, technical white papers, and technical tips. If you havequestions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team throughemail at [email protected].

Informatica Support YouTube ChannelYou can access the Informatica Support YouTube channel at http://www.youtube.com/user/INFASupport. TheInformatica Support YouTube channel includes videos about solutions that guide you through performing specifictasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel, contact theSupport YouTube team through email at [email protected] or send a tweet to @INFASupport.

Informatica MarketplaceThe Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, orenhance data integration implementations. By leveraging any of the hundreds of solutions available on theMarketplace, you can improve your productivity and speed up time to implementation on your projects. You canaccess Informatica Marketplace at http://www.informaticamarketplace.com.

Informatica VelocityYou can access Informatica Velocity at http://mysupport.informatica.com. Developed from the real-world experienceof hundreds of data management projects, Informatica Velocity represents the collective knowledge of ourconsultants who have worked with organizations from around the world to plan, develop, deploy, and maintainsuccessful data management solutions. If you have questions, comments, or ideas about Informatica Velocity,contact Informatica Professional Services at [email protected].

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or through the Online Support. Online Support requires auser name and password. You can request a user name and password at http://mysupport.informatica.com.

Preface vii


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viii Preface

C H A P T E R 1

Introduction to Informatica DataDirector

This chapter includes the following topics:

¨ Informatica Data Director Overview, 1

¨ Informatica Data Director User Interface, 2

¨ Display Preferences, 3

¨ Logging In to Informatica Data Director, 6

Informatica Data Director OverviewInformatica Data Director is a data governance application that you use to create, manage, consume, and monitor themaster data. Informatica Data Director provides an interface to data that is stored and managed by the InformaticaMDM Hub.

The Informatica MDM Hub stores and consolidates the master data. IDD uses the Informatica MDM Hub infrastructurefor metadata and configuration storage needs. Informatica MDM Hub leverages the Informatica MDM Hub APIs for alldata operations.

You use the IDD application to perform the following activities:

¨ Create high quality master data, and work individually or collaboratively across your business.

¨ Manage duplicates and resolve matches

¨ Approve and manage updates to master data

¨ Create and assign tasks to users.

¨ Search all master data from a central location, and view master data details.

¨ Track lineage and history, audit master data for compliance, and customize dashboard.

1

Informatica Data Director User InterfaceThe Informatica Data Director user interface contains views to display task data and master data.

Set the screen resolution to 1280 x 1024. The interface has the following screen area and tabs:

¨ The header area is the area at the top of the page. The header area contains information about the user role, theonline help document, and the Log Out button.

¨ The Dashboard tab contains visual summary of the tasks, master data, and other external links.

¨ You use the Data tab to search, create, edit, view history, and view hierarchy of the master data.

¨ The Tasks tab provides an overview of the tasks assigned to you or to other users.

¨ You can customize the top-level tab to add additional tabs. You can configure the top-level tab to contain a pagerequested from an external URL.

Header AreaThe Header area contains the role name of the user and the Log Out button. The About link provides access to theversion information of the Informatica MDM Hub and the Help link includes the online help document for the IDDapplication.

Dashboard TabThe dashboard page contains one or more grid that gives you a visual summary of the master data, tasks, and otherexternal 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 TabYou 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 orProducts.

Tasks TabYou 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 toachieve business objectives.

In a workflow, you can assign tasks to multiple users. You can collaborate with other users to complete all the tasksdefined for a record.

The Tasks tab includes the following sub-tabs:

2 Chapter 1: Introduction to Informatica Data Director

Inbox

The Inbox lists the tasks assigned to you. You can view all the open, assigned, and unassigned tasks. The Inboxdisplays 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 tasklineage 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 orparticipant 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 andalso the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, by changing the taskpriority, 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 wantto select.

Display PreferencesYou can personalize and change the appearance of the Dashboard layout. You can also personalize the sequence inwhich the information appears in the table view.

Dashboard LayoutTo rearrange the order and position of items on your Dashboard, click Change Layout in the lower left of theDashboard. 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 theDashboard. In the Change layout dialog box enter the Number of columns in the layout. For example, tospread charts horizontally, increase the Number of columns in the layout. To stack charts vertically, reduce theNumber 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. Tohide or show an item in the Dashboard layout, click Change Layout in the lower left of the Dashboard. The

Display Preferences 3

Change layout dialog box appears. The following list provides the information on how to hide or show an item inthe 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 yourpersonal preferences, you can display the My Tasks Inbox either top or bottom of the dashboard layout. IDDdisplays 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 theDashboard. 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 LayoutYou 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 anddescending 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 thecolumn 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 clickSave.

Show or Hide Columns

You can selectively hide or show columns in a table. For example, to hide columns that contains less relevantinformation or to widen the other columns. The following list provides the options to show or hide columns in thetable:

¨ 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 DisplayYou 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 DataDirector application. The Informatica Data Director application displays the default language of the user interface thefirst time you log in.

You can change the language of the user interface for the Login page. Informatica Data Director stores the informationabout the language you last used for the Login page. When you view the Login page the next time, Informatica DataDirector 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 Directordisplays all the elements of the interface, such as control buttons, forms, menus, and navigation links in the selectedlanguage.

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 DisplayLanguage

You can run a script to set the language that displays in the Informatica Data Director login page and the ConfigurationManager user interface.

The script does not set the default display language of the Informatica Data Director application. You can set thedisplay language of the Informatica Data Director application from a drop down menu within the application. When youset the login page and Configuration Manager default display language, the language setting of your web browser isignored.

1. Run the following script to set the language code for the globalLocale parameter:INSERTINTO 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_PREFFROM 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 5

Logging In to Informatica Data DirectorYou use a web browser to log in to Informatica Data Director.

1. Open a browser.

2. In the Address field, enter the following URL for the login page: http://<host name>:<port>/bddIn the URL, host name is the machine that hosts the Informatica MDM Multidomain Edition server and the portspecifies the port on which Informatica MDM Multidomain Edition server is running.

3. Enter the Login Name and Password.

4. Click Log In.

The Dashboard layout appears.

Note: Your session’s time-out after a period of inactivity. You must log in to the Informatica Data Directorapplication to continue your session.


C H A P T E R 2

TasksThis 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 OverviewA task represents a predefined step in a user's business process. Workflow consists of a sequence of connectedsteps. Informatica Data Director provides workflow support to create and edit a task, assign task to users, and approveor 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 amanager 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 singleaction at a time. Informatica Data Director allows authorized users to perform an action. You can perform the followingactions 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

7

¨ Cancel a task

Location Description

My Tasks Inbox onthe Dashboard

On the Dashboard, the My Tasks area provides an inbox of tasks that are currently assigned to youfor further action. You can scan your inbox to see the task priority, status, description, due date, andassociated subject area. The inbox includes a navigation bar to jump between tasks and allows youto specify the number of records per page.

Tasks tab The Tasks tab can display your tasks inbox, completed tasks, workflows, and (if you haveadministrative access) task administration.

This topic provides instructions for both places.

Tip:

¨ The tasks and actions available to you in your IDD application depend on the role(s) associated with your useraccount. If you have questions, contact your Hub Administrator.

¨ To work with a task, open it by double clicking it in the My Tasks inbox or by selecting it and clicking OpenTask.

¨ 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 thecombo box, and configure which column to show.

¨ Click Refresh periodically to update your My Tasks inbox with the latest tasks.

Task AttributesYou 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 completingthe 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 thetype of task assigned to you.

8 Chapter 2: Tasks

The following table describes tasks types:

Task Types Description

Update with approval Update a record and require the entity to go through anapproval process before completing the task.

Update with optional approval Update a record but do not require the entity to go throughan approval process before completing the task. Theapproval step is optional.

Review no approval Review a change and either escalate or reject the task.You cannot approve this task and the requires anotheruser to review the changes.

Final review Review a change and approve, reject, or escalate thetask.

Merge Merge records

Unmerge Unmerge a cross-reference record from an entity.

Update Rejected Record Update a record that has been rejected.

Subject Area

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 tousers in the workflow who view the task. For example, if you submit a task for approval, you can provide additionalexplanation of why the task should be approved.

Task StatusYou 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 Workflowdrop-down to filter the tasks by task status in Informatica Data Director. The following table lists the options in theShow Workflow drop-down:

Option Description

All Shows all completed tasks.

In Progress Shows the tasks participating in the workflow and are inprogress.

Completed Show only workflows that are completed.

Task Status 9

Entity StatesAll 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 Description

ACTIVE This is the default state of an entity. An entity in ACTIVE state can participate in a workflow.

PENDING 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.

DELETED An entity in the DELETED state is soft deleted and is no longer available in the Informatica Data Director. Entityin DELETED state is excluded from most operations that you perform in the Informatica Data Director. Thisentity is not physically removed from the system

For a task, if the entity state of the associated record is in the ACTIVE state , to edit and save changes to the recordclick the Apply icon and then click More Actions > Save. When you create a task, Informatica Data Director saves thechanges made to the record in the pending XREF table. After you save the record Informatica Data Director displaysthe 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 recordclick the Apply icon and then click More Actions > Save Pending Changes. When you create a task, InformaticaData Director saves the changes made to the record in the pending XREF table. After you save the record InformaticaData Director displays the record from the pending XREF table.

Task OperationsThe 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 tocomplete a task depend on the type of task and the entity state. You can view and manage tasks either in theDashboard 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 toreview and approve the changes to the entity. If you send a task for approval, the task appears in the approver'sInbox. When you send a record for approval, the state of the entity remains in the PENDING state until theauthorized 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 canmake changes to the record and add an additional note to the task. You must assign another user to review thetask. After you reassign the task, the task appears in the Inbox of the user to whom it is reassigned.

10 Chapter 2: Tasks

Escalate a Task

You can escalate a task to another reviewer for assistance. When you escalate a task, Informatica Data Directorchanges the task type of the task. You can make changes to the record and add an additional note to the task. Thetask 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 andsubsequently 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 therecord. 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 ischanges to any of the attributes of the children or grandchildren object of the record, you will see an icon on theheaders of the children tab.

When you review a timeline-enabled entity, in the Task Details window, in the comments section, you can identifythe 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 isapproved, the entity state is changed to ACTIVE.

¨ To reject the proposed change or changes to the attributes of the record, click Reject. The task is reassignedto the user who initiated the task.

Task ManagementYou use the Tasks tab to open your Inbox and work on the tasks assigned to you. In the Tasks tabs, you can use theCompleted Tasks tab to also view the task completed by you. In the Tasks tabs, you can use the My Workflows tab toview the tasks assigned to other users and the tasks includes you as an originator or participant of the task in theworkflow.

If you are an administrator, you can also use the Tasks tab to access the Task Administration tab. The TaskAdministration 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 11

The following table describes the various actions you can perform on a task:

Action Description

Cancel a Task You can cancel a task, if the task was created in error or tostop the task process for the record. When you perform theCancel Task action, the task is excluded from furtheractions and any pending data associated with the task isdeleted. The history of the task is retained as a log.

Claim a Task If a task is open and unassigned, you can click Claim Task toassign the task to yourself.

Copy an Entity Associated with a Task To copy the entity associated with the task, click Copy. Theentity is copied and the new record is shown in the dataview.

Delete an entity If you want to delete the entity associated with the task, ClickMore Actions > Delete, and then confirm deletion. The taskis removed from your list and the entity state is changed toDELETED.

Filter Items Shown in the Task List You can use filter to show only the tasks that meet specificcriteria such as to display high priority tasks or overduetasks. To enable the filter, click Filter On. In the task table, inthe horizontal bar, in the column titles, you can specify thefilter criteria by entering the filter value or by selecting avalue in the drop-down list or from a selection window icon.

Refresh the Tasks List To view the most recent details of the data in your task list,click Refresh. This command retrieves the latest taskinformation from the database.

View the Hierarchy To view the hierarchy details for the entity associated withthe task, click the View Hierarchy icon.

Show the Task Lineage To view the task history of the record, click Task Lineage.The task lineage dialog box displays the task details and thelist of all the associated tasks in the workflow.

More Actions You can click the More Action button in the task to performthe 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

View Task Details To view the task details, click View Task Details or click theView Details icon.

Open a Task In the Tasks tab, in the Inbox, you can click Open Task ordouble-click the task to open a task.

12 Chapter 2: Tasks

Task AdministrationIf you have the administrative access, you can view and administer the tasks that are assigned to other users and alsothe 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 toselect.

Creating a TaskA 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. Open a record

2. Click More Actions > Create Task.

3. In the Create Task dialog box, enter the details for the task attributes.

4. Click OK.

Note: You can click More Actions > Create Task to create a task for an existing task. The record will be in an ACTIVEstate in the repository. A task creation is initiated but no workflow is generated. This method is only used fornotification of updates to users.

Editing a TaskYou can edit the task to make changes to the task attributes.

1. Open a record.

2. To make changes to the task attributes, click Task Details.

The Task Details dialog box appears.

3. Edit the task attributes

4. Click OK

Task Administration 13

Note: You can edit the record associated with the task. To edit the record, click the Edit icon. While you are makingchanges to the record and if you want to set the record to the previous state, click the Revert icon. To save changes tothe record, click the Apply icon and then the Save icon.

14 Chapter 2: Tasks

C H A P T E R 3

SearchThis chapter includes the following topics:

¨ Search Overview, 15

¨ Advanced Search, 22

Search OverviewIDD 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 whenspecifying search criteria.

¨ Extended Search uses internal match logic (including "fuzzy" - or probabilistic matching) and match-enabledattributes to retrieve data. For Extended Search:

- Only match-enabled attributes are searchable. Other attributes are unavailable (grayed out).

- There is at least one required attribute (indicated by an asterisk) that you must specify in your search criteria.

- If Extended Search is not available (grayed out) on the Search tab, it means that the selected subject area orsubject area group does not have an available match-enabled attribute.

¨ Advanced Search allows you to build complex queries instead.

¨ Current search criteria is displayed at the top of your search results for easy reference.

¨ If you have a query you use frequently, consider setting this as your default query.

¨ Depending on your environment, in addition to searching with a subject area, you might be able to search across allsubject areas within a subject area group.

Key Concepts

Queries and ResultsA query is a request for information. When you tell IDD to run a query, IDD retrieves the information you requested anddisplays the results (findings) of the search back to you.

15

What a Query Defines

In IDD, a query defines the following:

¨ Where to search (subject area or subject area group)

¨ What to look for (search criteria that describe the information to retrieve)

¨ How to sort the results

Public and Private QueriesA query is either:

¨ Private: A query that you create and only you can see.

¨ Public: A query that is shared with others. Others can run a public query, but only the owner (creator) can changeits definition.

Types of SearchesThere are two types of standard searches: basic and extended. Advanced search is used to construct more complexqueries. When a query is open, IDD displays its search type.

Basic SearchConsider using a Basic Search when:

¨ you can get reliable results by providing exact text matches and wildcard patterns (or lookup values) in your searchcriteria

¨ 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 eitheruppercase or lowercase. Example: %upplies.

Extended SearchExtended 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 fuzzylogic, 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 areconfigured 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.

16 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 valuefor a match score is 100.

Advanced SearchUse the Advanced Query Builder to construct complex queries.

Wildcards in Basic Search

In your search criteria for Basic Search, wildcards are special search symbols that allow you to specify a text patterninstead of specific characters. You would use wildcards to increase your chances of finding the data you want,particularly if you did not know the exact text or were searching for text that is very similar.

Note: Wildcards are used in Basic Search only. They are not needed in Extended Search because searching is fuzzyby default.

IDD allows you to use two different wildcard characters

¨ asterisk (*)

¨ percent sign (%)

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 Description

Placeholder for allcharacters to the end

The search looks for the characters to the left of the wildcard, and accepts any charactersthereafter. For example, if you specified the following search criteria for First Name:Mar*orMar%IDD could return results for:Mary, Mark, Marilyn, Marty

Placeholder for a singlecharacter

The search accepts any single character in the position of the wildcard. For example, if youspecified the following search criteria for First Name:T*morT%mIDD 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 for Data

Open a Search TabYou can open a search tab to perform data search.

Search Overview 17

To open a search tab, perform the following steps:

1. Click the Data tab.

2. Click Search in the toolbar.

Note:

¨ When opening multiple search tabs, each search tab is labeled by the search query name, so that you candistinguish each search action. You can open multiple search tabs to perform different types of data search withinsubject 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.

Open a Saved QueryTo run a query, you must first open it so that it appears in the Search tab. You can open any available query listed onthe Saved Queries tab. Available queries are queries that you have created, as well as queries that others have madepublic.

To open a query, on the Saved Queries tab, either select and then double-click the query name, or select the queryname and click Open Query. The Search tab displays the opened query.

Note: To open any existing query listed in the Saved Queries tab:

¨ You must have at least READ privileges on the columns selected for the query, READ privileges on the SubjectArea, and READ privileges on the package that is configured as the search package in the configuration managertool for the Subject Area.

Specify Search CriteriaOnce you have an open query on the Search tab, you can specify the search criteria that describes the data you arelooking for.

¨ You must specify search criteria for any required attribute, which is indicated by an asterisk (*).

¨ If Extended Search is not available (grayed out), it means that the selected subject area does not have availablematch-enabled attributes.

¨ If you select Extended Search, only match-enabled attributes will be available. Unavailable attributes are grayedout. 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 ofvalues to search on.

Note:

¨ For a timeline-enabled primary object, you can perform a search query for an effective date by specifying thesearch criteria and the effective date in the Search tab.

¨ If you are performing a search for a timeline-enabled entity and if the effective period is blank, the data in thesearch 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, clickDELETE or BACKSPACE.

Run a QueryTo run a search using the search criteria you have specified, click the Run Search button. IDD runs the search anddisplays the results (findings) in the results panel on the right side of the page.


Key Steps for Running a Query

Running a query involves the following steps:

1. Open a Search tab.

2. If the query is not already displayed on the Search tab, either open an existing query, or create a new one. Tocreate an empty new query, open a search tab and choose More Actions > New.

3. Specify the search criteria for the query, including whether the query is a Basic Search or Extended Search.Depending on your query, you might be able to type keywords, use wildcards to search for patterns of text, andselect items from drop-down lists.

4. Click Run Search to run the query.

5. Explore the results.

Navigate to the Returned ResultsThe results panel displays:

¨ The current search terms (your search criteria)

¨ The effective date specified in the search criteria for a timeline-enabled primary object.

¨ Search results (by subject area)

¨ Row of command buttons

¨ Table of returned entities for the subject area(s), or an empty table if no results were found

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 MenuRight-click an entity in the Search Results box to display a pop-up menu of available commands.

Scroll Between PagesIf your results are displayed across multiple pages, you can click the buttons on the navigation bar to go the first or lastpage, previous or next page, or type the number of the page that you want to go to and press ENTER.

Show Entity DetailsYou can display the details of any entity in the results table.

¨ For a quick glance, click the View Details icon, which displays a pop-up window of the entity details.

¨ To open an entity, double-click it in the results table. IDD opens a new tab showing the entity details.

¨ To open multiple entities at the same time, hold down the CTRL key, click the entities you want to open, and thenclick the Open button. IDD opens a separate tab for each opened entity.

Show the Hierarchy ViewIf available in your environment, you can show a hierarchy view of entities in the results table. To show the HierarchyView, select one or more entities in the results table, then click the Hierarchy View button. For each selected entity,IDD opens a new tab that displays the entity in Hierarchy view.

Search Overview 19

Compare Entities to Search for DuplicatesIf available in your environment, you can do a side-by-side comparison of entities in the results table. You might wantto do this, for example, to compare two very similar entities to determine whether they are duplicates. Duplicates areentities in which the data in certain columns (such as name, address, or organization data) is identical or sufficientlysimilar to be considered nearly identical.

To compare multiple entities at the same time, hold down the CTRL key, click the entities you want to compare, right-click, and then choose Compare.... IDD opens the Potential Matches dialog with the entity details

Export Search ResultsIf available in your environment, you can export all or selected search results to a CSV file.

Create a New TaskYou can create a new task by selecting an entity in the results table, right-clicking, and choosing Create Task.

Build and Manage QueriesOn the Saved Queries tab, you can run the Query Builder to create, edit, and save your own queries based on subjectareas or subject area groups. After you create a query, you can make it available to others by making it public.

Create a New QueryTo create a new query:

1. On the Saved Queries tab, click the More Actions button and choose New > Standard (for both Basic andExtended queries).

2. In the Query Builder window, select the subject area or subject area group through which you want to search.

3. Expand the Available Attributes list and select (check) any attribute(s) that you want to include as search criteriafor this query. Depending on how your IDD is configured, you might be able to search for data that is outside theselected subject area or subject area group (such as cross references or other subject areas).

4. In the Added Attributes list, rearrange the sequence of the attributes so that they appear in the order you want inthe search query screen. Click an attribute, and then click a button to move it in the direction you want (First, Last,Up, Down).

5. If available, select the attribute by which you want the results table sorted, and specify the sort order (Ascendingor Descending).

6. When finished, click OK.

IDD displays the new query in the Search tab.

Important: After you create a query, you must manually save the query if you want to use it again. You must save itbefore you build or open another query.

More Actions MenuYou can select a saved query and click More Actions to see available commands for this query.

Reset a QueryTo clear any keywords or other data entered as search criteria in the search panel, click More Actions and chooseReset.


Save a QueryYou 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. On the Search tab, click More Actions and choose Save. If you want to save it under a different name, click SaveAs instead.

2. In the Save window, you can specify a different query name (if you want).

3. Indicate whether you want to make this your default query (checked) or not (unchecked).

4. Depending on your environment and role, you might have the option to mark this query as Public, which allowsothers to use it as well.

5. Click Save.

Edit a Saved Query

To improve a query that you have previously created (if you are its owner), you can edit it and save the changes. Youcannot edit queries that you do not own.

To edit a query:

1. On the Saved Queries tab, right-click the query name and choose Edit.

2. In the Query Builder window, make the changes you want.

3. Click OK.

4. Save your changes.

Rename a QueryTo rename a query that you have previously created (if you are its owner), on the Saved Queries tab, right-click thequery name, choose Rename, type a different name, and click Save.

Delete a QueryTo delete a query that you have previously created (if you are its owner), on the Saved Queries tab, right-click thequery name and choose Delete Query.

View Query DetailsTo view query details, hover over the query in the Saved Queries tab. IDD displays a pop-up box that shows its subjectareas / attributes, creation date, visibility (Public or Private), and owner.

Set Your Default QuerySelect the search option in the Data tab to define a default query. If you have not defined a default query, the SavedQueries tab displays, allowing you to select a specific query. Your default query will be shown in bold text within theSaved Queries tab.

The default query is the query that appears automatically when you first open the Search tab. Usually, this is the querythat you expect to use most frequently in your job. Every user can set their own default query.

By default, no default query is specified - the Search tab opens, but no query is displayed. You must explicitlydesignate the one that you want to use. You can change it later if you find that you are using another query morefrequently.

Search Overview 21

To select your default query:

1. On the Saved Queries tab, select the query that you want to designate as the default query.

2. Either right-click and choose Set As Default, or click More Actions and choose Set As Default. Notice that thequery name changes to a bold font.

Show the Bookmark for a QueryTo show the bookmark for the open query in the Search tab, click More Actions, and choose Show Bookmark. Youcan share the bookmark with others by copying and pasting it into (for example) an email or instant message. If theuser has the appropriate permissions (for example, they must be authorized to create new search queries), when theyopen the bookmark, they launch the IDD application, login if required, and go directly to the bookmarked search.

Export QueriesWhen 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. Go to the Saved Queries tab, click More Actions and choose Export Queries.

2. In the standard file downloading dialog click Save and select the directory/name of the xml file.

3. Click Save.

Import QueriesWhen 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. Go to the Saved Queries tab, click More Actions and choose Import Queries.

2. Click Browse in the dialog that appears and select your previously saved XML file with queries.

3. Click Import.

Note:

¨ If a query with the same name as the query being imported exists in the system, then the existing query isoverwritten.

¨ 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 querieswere not imported is displayed. View the Hub server log files for detailed error messages.

Advanced SearchUse the Advanced Query Builder to construct complex queries using free form query text. Advanced Search providescapabilities 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.


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.

Key Steps for Building an Advanced Query1. Create an empty new query. If no Search tab is open, click Search in the toolbar to open one. Choose More

Actions > New > Advanced.

2. Select the subject area you want to search.

3. Select any attribute(s) you want to include in the search.

4. For each selected attribute, specify the search criteria (replace the question mark).

¨ Click Insert Count to include a count for attribute in your results.

¨ Click Insert Exists to include a test for the existence of data.

5. If you want, specify a sort order for the results.

6. Click Validate Query to verify the query syntax. Correct any syntax errors.

7. Click OK. The query must pass validation before it will be saved.

Logical Operators

Operator Description Example

AND Evaluates two conditional expressions and:- Returns TRUE if both conditions are TRUE.- Returns FALSE if either condition is FALSE- Otherwise returns UNKNOWN.

MATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME= 'New York' AND COLUMN.C_PARTY|ORGANIZATION_NAME = 'InformaticaCorporation'

OR Evaluates two conditional expressions and:- Returns TRUE if either condition is TRUE.- Returns FALSE if both conditions are

FALSE.- Otherwise, returns UNKNOWN.

MATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME= 'London' ORMATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME= 'Paris'

NOT Negates the conditional expression thatfollows.- Returns TRUE if the following condition is

FALSE.- Returns FALSE if the following condition is

TRUE.- If it is UNKNOWN, it remains UNKNOWN.

MATCH_PATH_COMPONENT.C_MT_ADDRESS|COUNTRY_CODE = 'USA' and NOTMATCH_PATH_COMPONENT.C_MT_ADDRESS|CITY_NAME= 'Los Angeles'

Advanced Search 23

Conditional Operators


Exists Returns true if at least one rowmeets the specified condition in thesubquery. NOT EXISTS is also avalid construct.

EXISTS(C_MT_PERSON_DETAILS,MATCH_PATH_COMPONENT.C_MT_PERSON_DETAILS|BIRTH_CITY = 'NEW YORK')

Count Returns the number of rows thatmeet the specified condition.

COUNT(C_MT_ADDRESS,MATCH_PATH_COMPONENT.C_MT_PARTY_ADDRESS_REL|ADDRESS_TYPE = 'Shipping')

Comparison Operators


= equals MATCH_PATH_COMPONENT.C_MT_CUSTOMER|ACCOUNT_CD ='123456879'

> greater than MATCH_PATH_COMPONENT.C_MT_ADDRESS|POSTAL_CD > 42000

< less than MATCH_PATH_COMPONENT.C_MT_ADDRESS|POSTAL_CD < 30000

>= greater than or equals MATCH_PATH_COMPONENT.C_MT_CUSTOMER|SALES >= 1000000

<= less than or equals MATCH_PATH_COMPONENT.C_MT_CUSTOMER|SALES <= 1000000

Between between two values (inclusive) MATCH_PATH_COMPONENT.C_MT_ADDRESS|POSTAL_CD BETWEEN94000 AND 96000

Sample Query DefinitionsCOLUMN.C_PARTY|LAST_NAME like 'H%'MATCH_PATH_COMPONENT.C_MT_PERSON_DETAILS|REMARKS is not NULLCOLUMN.C_PARTY|GENDER_CD = 'M'

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,except nested EXIST/COUNT clauses

¨ SQL wildcards are allowed in the search text only if you specify the LIKE operator.


C H A P T E R 4

Data Management in InformaticaData Director

This chapter includes the following topics:

¨ Data Management Overview , 25

¨ How Data is Represented in IDD, 26

¨ Entity Views, 26

¨ Navigation Tips, 27

¨ Entities and Attributes, 28

¨ Source Systems and Source Records, 29

¨ Trust and Entities with Trusted Values, 29

¨ Master Entities, 29

¨ Relationships, Relationship Types, and Hierarchies, 29

¨ Managing Entities, 30

¨ Merging Data, 37

¨ Export Data, 39

¨ Viewing Relationships and Hierarchies, 41

¨ Viewing Cross References (XREFs), 51

¨ Viewing History, 55

Data Management OverviewIDD helps you manage your master data. Depending on how IDD is configured for your environment, the Data tabdisplays the Search button and available subject area groups in a toolbar. General information appears at the top ofthe page, and related details can be accessed using the sub-tabs at the bottom of the page.

Before you begin managing your data, you should understand the concepts described in this section.

25

How Data is Represented in IDDSubject Area Group and Subject Area provide the high-level menus for navigating data in IDD. A Subject Area is acollection of data that should be treated as a unit from a business perspective.

IDD represents data at the following levels:

1. Subject Area Group

2. Subject Area

3. Subject Area Child

4. Subject Area Grandchild

Subject Area Groups

A subject area group is a collection of subject areas that are related in some way. For example, a subject areagroup called Contacts could include separate subject areas for customers, vendors, and individual people. Ifconfigured for your environment, IDD allows you to search for information across subject areas within the samesubject area group, using the attributes that are common to all subject areas that are part of the subject areagroup.

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 foryour environment, you can view, search for, and modify data (add, change, delete) by subject area. Tasks on yourDashboard 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 ViewsWhen you are working with an entity, you use the following entity views to access different types of information aboutthe 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 grandchildrecord 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 thefollowing 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.

26 Chapter 4: Data Management in Informatica Data Director

¨ 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 Historyview allows you to view the history of data processing events such as updates, deletes, merges, and crossreferences that occurred to the entity. To view the hierarchy details of an entity, open the entity and choose one ofthe 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 andtheir relationships. Timeline creates new versions of an entity instead of overwriting the existing data when datachange events occur. You can define the data change events or versions of entities and their relationships interms of their effective periods. You can define the effective period for a record by the effective start date and theeffective end date of the record.

Data changes occur over time and are independent of their relationship to other data. The changes to data resultin new effective periods, or updates to an existing or a future effective period. You use the Effective Periods viewto 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 ofJohn Smith. For example, John Smith lived in the city of Los Angeles effective 31 January 2008 to 20 October2010, currently lives in San Francisco effective 21 October 2010, and will live in Las Vegas effective 25 November2012.

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 ofrelationship types. A relationship describes the affiliation between two specific entities. The Hierarchy viewprovides 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 hierarchyinformation of an entity, open the entity and choose one of the following options:

¨ ClickMore Actions > View Hierarchy.

¨ Click the Hierarchy View icon.

Navigation TipsUse these tips to navigate the IDD application.

Navigation Tips 27

Smart ListsCombo boxes (drop-down lists with text fields) have filters. The list of available options is filtered based on what youtype into the text field. For example, in a Country field, if you type the letter "S", then the drop-down lists shows onlythose countries beginning with the letter "S".

Smart LookupsDepending on how your application is configured, certain lookups might be automatic. For example, if you select acountry in a Country field, then the State or Province list might display only provinces for that country.

Calendars for Date FieldsIf a date field has a calendar button next to it, instead of typing the date, you can use a data chooser.

Opening a Data ChooserTo open a date chooser, do one of the following:

¨ Set the cursor in field and press ALT + Down Arrow.

¨ Click the Calendar button to display a date chooser.

Choosing a DateTo 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.

The IDD application puts the date value in the field.

BookmarksBookmarks allow you to share a particular location (such as a query or data view) within an IDD application withothers. 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 thebookmark, 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

Entities and AttributesA subject area consists of a collection of attributes (descriptive details) about the thing it represents. For example, anAddresses subject area might contain attributes like address lines 1 and 2, city, state, postal code, country, andaddress type (such as shipping or billing).

A subject area contains entities (records) of data. An entity contains data for a single thing, such as one address.


For a given entity, each piece of data is associated with an attribute. For example, an address entity might have thedata "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.

Source Systems and Source RecordsEntity data for a subject area can come from one or more source systems. For example, data for an Address subjectarea could come from marketing and financial applications. Entity data from these source systems are sometimesreferred to as source records (also known as raw records).

Trust and Entities with Trusted ValuesIn order to intelligently merge data between two different entities, IDD uses trust to help with comparing the relativereliability of attribute data in each entity. Trust provides a mechanism for measuring the confidence factor associatedwith each piece of data based on business rules, such as its change history or source system.

Depending on how business rules are configured in your environment:

¨ Data in a more-recently updated entity can be considered the more reliable data. For example, a customer'saddress data that was updated last week is likely to be more current than address data that was updated two yearsago.

¨ Source systems can differ in the reliability of the data they contribute. For example, a sales system might be abetter source for phone numbers, while an order fulfillment system might be a better source for shippingaddresses.

Trust takes into account the age of data, how much its reliability has decayed over time, and the validity of thedata.

While going through data, you might see a trust score (a number between 0 and 100) that represents a level ofconfidence and reliability for that attribute in that entity, relative to other entity data. Trust scores help you decide howbest to merge data from different entities. They have meaning only when compared with trust scores of other data.

Master EntitiesA master entity is a single record in the subject area that represents the best version of the truth (BVT) about aparticular thing. The master entity is built by merging the most-trustworthy cell values from the corresponding sourcerecords.

Relationships, Relationship Types, and HierarchiesIn IDD, a relationship describes the affiliation between two specific entities. For example, a customer entity can belogically linked to an address entity.

Source Systems and Source Records 29

In parent-child relationships, entities are linked by a common (key) attribute. A common parent-child relationship isone-to-many, where a single parent entity can have multiple child entities, but each child entity can have only oneparent. For example, a group of products (children) can all belong to one product group (parent). These entities arelinked by a common key (product group code). Parent-child relationships can also be one-to-one and many-to-many.

In IDD, a relationship type describes a general class of relationship. It specifies the types of entities that a relationshipof this type can include, and the direction of the relationship, if any. For example, with products and product groups, arelationship 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 theentities of the hierarchy, nor are they necessarily related to each other. They are merely relationship types that aregrouped together for ease of classification and identification.

Managing EntitiesIDD enables you to work with entities in subject areas. Depending on how your environment is configured, you mightbe 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 toadd or edit entities, your changes might remain in a PENDING status until they are approved by an authorizeduser. If you have questions, contact your Hub Administrator.

¨ When a new relationship references a pending entity, the relationship record must be created with a PENDINGstatus. For example, if we add a many-to-many reference child entity and if the referenced entity is pending, thenthe 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 requiredattributes.

¨ 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 theproblem 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 rulesbuilt as part of your IDD implementation. For example, it might look up a postal code and display the appropriatecity, it might standardize spelling ("St." to "Street", for example), it might change formats (removing hyphens fromcredit 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 thegrandchildren period greater than both the effective periods.

- Extend effective period of the children record if the effective period of the grandchildren record is greater thanchildren period but less than the effective period of PO.

¨ If you want to abandon current changes and revert to the previously saved data, click Revert to revert to the lastsaved values. Revert affects unsaved values. You cannot revert the saved changes.

¨ The More Actions button provides a list of commands that you can run.


¨ If you see a underlined (a hyperlink) attribute, you can click that hyperlink to show more information about thereferenced entity.

¨ If you see a Find button next to an entity attribute, you can click the button to display a list of possible values. Youcan 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 isactive, but it has a pending cross references (pending updates), the entity is shown as ACTIVE and notPENDING.

Opening an Existing EntityYou open an existing entity to perform various business operations like view, update, delete and others.

To open an existing entity, in the search results table, select the entity you want to open and click the Open button.

Note:

¨ You use this option to open both timeline-enabled and timeline not enabled entity.

¨ You can also open a timeline-enabled entity for an effective date from the search results table. To do so, select theentity you want to open, right-click and choose Open For Effective Date…. In the Open for Effective Datewindow, select a valid date from the date chooser and click the Open button.

Add a New Entity to a Subject AreaDepending on how your environment is configured, you might be able to add entities to a subject area. You might dothis, for example, to manually add an entity that did not originate in a source system. Depending on how you managethe data, when you add an entity, you either send it for approval (as part of a workflow) or save it directly.

Adding an EntityTo 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. In the Subject Area tab, enter the attribute data for the entity.

3. Click the Apply icon.

4. 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 canview the objects that you have newly added to the entity. Also, you can select the Effective Start Date andEffective 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, IDDproposes the effective start date and effective end date for the following actions as mentioned in the followingtable:

Actions Suggested effective start date and effective enddate

Creating PO Null.

Creating child or grandchild Maximum effective period of the parent record.

Updating any object or objects Aggregated effective period of the modified object orobjects.

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.

Display Aggregated Period for Timeline-Enabled EntityFor a timeline-enabled entity, you can click the link Show Effective Periods to view the calculated aggregated periodof effective periods for the entity. Aggregated period is the time period where the data of the entity does not change forany of the object (parent, children, and grandchildren). It is the intersection of all the effective periods for the entity.

For example, if you save the effective period for the parent record for a time period 01-May-2012 to 31-May-2012 andthen you save the effective period of the child record of the same entity for a time period 01-May 2012 to 15-May-2012.The aggregated period for the entity as on 01-May-2012 is 01-May 2012 to 15-May-2012.

Note:

¨ The link Show Effective Periods is available after the Save operation is completed.

¨ In the data view, after you click the link Show Effective Periods, you can view the effective start date and effectiveend date of the object (parent, children, and grandchildren).

¨ The aggregated period displayed for the entity is directly related to the date selected in the Effective Datefield.

Sending an Entity for ApprovalTo add a new entity and send it for approval:

1. From the Data tab, Click New > Subject Area Group > Subject Area.

Note: If there is only one subject area in the subject area group, then click New > Subject Area.

2. In the New Subject Area tab, enter the attribute data for the new entity.

3. Click the Apply icon.

4. Click the Send for Approval icon to save the entity and create a task.

IDD performs a potential duplicates (matches) operation for the new record and, if found, the results aredisplayed in the Potential Duplicates window. If no duplicates are found, IDD prompts you to create a newtask.


5. If potential duplicates are found, in the Potential Duplicates window review the duplicate entities and performone 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. In the Title field, enter a title for the task.

b. From the Priority drop-down list select the task priority.

¨ High

¨ Normal

¨ Low

c. Select Due Date.

d. Select Assign To to assign this task to the appropriate person for review and approval.

e. Enter your comments in Add Comments.

f. Click OK.

Note:

¨ For a timeline-enabled entity, in the Objects for approval: section you can view list of objects for whichyou have entered the details. In the Specify the effective period for the modified objects: section, youcan select the Effective Start Date and Effective End Date to specify the effective period for theobject.

¨ A new record will be in PENDING status until it is approved. After the record is approved the statuschanges to ACTIVE.

¨ You cannot edit a record in PENDING status, that is a record which is participating in a workflow andpending approval.

IDD sends the new entity to the appropriate person for review and approval.

Editing an EntityTo 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 pendingapproval.

2. Click the Edit icon.

3. Make the necessary changes to the record.

4. 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 findpotential 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 theobjects that you have newly added or modified or deleted to the entity. Also, you can select the Effective StartDate and Effective End Date to specify the effective period for the object. All the changes made to the entity issaved for the specified effective period.


¨ For a timeline-enabled entity, you can use the Mark For Save option to update the effective period withoutupdating 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 beenabled. Click the Save button to save the entity for an effective period. This option is available only to edit anexisting entity.

Creating Filters for Child RecordsIn the child tab, if there are multiple child records, you can filter the child records based on the column name and itsvalues to view only a specific (or subset) of entries. All the filters created in the data view are only temporary for thatsession, when the entity is closed, you will lose all the created filters.

Filtering option is only available for One:Many and Many:Many child relationships. Also, if multiple filter conditions areapplied, the result contains all the records that satisfy the AND condition and if multiple conditions are set for the samecolumn, the result contains all the records that satisfy the OR condition.

Perform the following steps to create a filter for child records.

1. In the data view, click the child tab and click the Filter button.

The Filter dialog box appears.

2. In the Column drop-down list, select a column value.

Note:

¨ Only column names of strings and numbers data types are supported for display in the Column drop-downlist.

¨ 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 Condition Description

Strings and Numbers = Column value must be equal to thefilter criteria.

Strings and Numbers != Column value must not be equal tothe filter criteria.

Numbers > Column value must be greater thanthe filter criteria

Numbers < Column value must be lesser thanthe filter criteria

Numbers >= Column value must be greater thanor equal to the filter criteria

Numbers <= Column value must be lesser than orequal to the filter criteria

Strings and Numbers Is NULL Column value must be null forinclusion in the filter results.


Available for Data Type Condition Description

Strings and Numbers Is not NULL Column value must not be null forinclusion in the filter results

Strings Starts with Column value must start with thefilter criteria

Strings Ends with Column value must end with the filtercriteria

Strings Contains Column value must contain the filtercriteria

Numbers Between Column value must be between thefilter criteria

4. In the Value field, enter a filter criteria.

5. 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.

Find Duplicates (Potential Matches)Tip: IDD automatically searches for duplicates when you add an entity.

Duplicates are entities in which the data in certain columns (such as name, address, or organization data) is identicalor sufficiently similar to be considered nearly identical. IDD uses special matching logic and match-enabled attributesto determine whether two entities are sufficiently similar to be considered matches. Duplicates are entities that youmight want to merge.

To search for potential matches, click More Actions and choose Find Duplicates.

Note: For a timeline-enabled entity, this option is available only when the effective date is set to current date.

Copying an EntityIf you want to create a new entity that is very similar to one that already exists, you can save time by entering thesimilar 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. Open the existing entity that you want to copy.

2. Click More Actions and choose Copy.

3. In the new entity window, change the attribute data you want.

4. Click Save or Send for Approval icon as appropriate.


Find Merge CandidatesYou can also search for records that are not explicitly identified as duplicates by using the Find Merge Candidatescommand (these records are known as merge candidates). To search for potential merge candidates, click MoreActions and choose Find Merge Candidates.

Note: For a timeline-enabled entity, this option is available only when the effective date is set to current date.

Delete an EntityIf you are authorized to do so, you can delete an entity that you want to remove from the system. To delete the currententity, click Delete, and then click OK to confirm deletion. IDD marks the entity as DELETED and no longer displays iton 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 childentities.

¨ When you delete a timeline-enabled entity, the entity is marked DELETED for all the effective periods.

Switch Between Form and Table ViewIn certain cases, you can switch between two different views of data:

¨ Form View shows a single entity, with the entity attributes displayed vertically, like a paper form. Click Switch toForm View if you want to isolate your investigation to a single entity.

¨ Table View shows a list of entities (one or more) in a tabular form. Each row in the table represents a separateentity. 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.

Show System ColumnsSystem columns provide background details about an entity, such as the date on which the entity was created (and bywhom), the date on which the entity was updated (and by whom), internal key (Rowid_Object), and other details. Toshow system columns for the current entity, click More Actions and choose Show System Columns. IDD opens awindow that displays these details.

View Relationships for an EntityIf a Relationships tab is available in your environment, you can click it to see the relationships associated with thecurrent entity. IDD displays the relationship details.

Create a Task for an EntityTo create a new task for an entity, click More Actions and choose Create Task.

Show the BookmarkTo show the bookmark for the entity in the current Data View, click More Actions, and choose Show Bookmark. Youcan share the bookmark with others by copying and pasting it into (for example) an email or instant message. When a


user opens the bookmark, they launch the IDD application and go directly to the bookmarked Data View for thisentity.

Merging DataMerging is the process of combining two or more records because they are identical or sufficiently similar to beconsidered duplicates. You merge records to consolidate duplicate data into a single entity (master entity) thatrepresents the best version of the truth (BVT). Where attribute values differ, the retained values could be determinedby different factors: for example, based on the trust configuration for these records, or based on values supplied by auser 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 StepsThe basic steps for merging data are:

1. Display an entity.

2. Search for records to merge using Find Duplicates or Find Merge Candidates, or click the Potential Matchestab. Any of these approaches may return records with an ACTIVE or PENDING status.

3. Decide which record(s) you want to merge with the current entity, and add the record(s) to the merge list.

4. Click Merge to merge the records on the merge list.

5. Confirm changes and, if necessary, override cell values.

6. 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 drop-down. To do a merge, you need to use the Merge option in the Potential Matches dialog (in a child tab).

¨ To enable the trust override button next to each field in the Trusted record window, in the IDD ConfigurationManager you must set the Editable property in the column layout property of the subject area to Yes.

Find Duplicates (Potential Matches)Duplicates are entities in which the data for certain attributes are identical or sufficiently similar to be considerednearly identical. IDD uses special matching logic and match-enabled attributes to determine whether two entities aresufficiently similar to be considered matches.

To search for potential matches for the current entity, do one of the following:

¨ Click More Actions and choose Find Duplicates.

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

Find Merge CandidatesYou can also merge records that are not explicitly identified as duplicates by the Find Merge Candidates command(these records are known as merge candidates). You might do this when, for example, two companies merged, andyou wanted to merge their data even though the company names were different.

Note:

¨ In order to use this feature, you must first have a search query defined for the subject area of the current entity.

¨ In the IDD application, you cannot disable Find Merge Candidate option in the More Action menu for merge-stylebase object.

To search for merge candidates for the current entity:

1. Click More Actions and choose Find Merge Candidates.

2. Select a query, fill it in with the search criteria for the merge candidate records, and run the query.

3. 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.

Add a Record to the Merge ListNote: You can merge records with an ACTIVE or PENDING status.

Once you have found one or more records to possibly merge with the current entity, you review each record anddecide, on a case-by-case basis, whether to merge it with the current entity.

If you want to merge this record with the current entity, click Add to merge list. IDD adds the record to the merge listalong the bottom of the screen. The merge list is the list of records that will be combined with the current entity whenyou click Merge.

Note: Records that are not in the Merge List will not be merged.

Remove a Record from the Merge ListIf you decide not to merge an entity that is already on the merge list, select it in the list and click Remove FromList.

Merge Records on the Merge List with the Current EntityOnce your merge list is ready for merging:

1. Click Merge.

IDD displays the Trusted Record dialog showing a preview of what the record will look like after merging.

2. If you want to override any cell value, click the Override button next to any attribute you want to change, andselect (check) the value you want to use instead (or edit the override value and type a different value). You canview trust scores between data values.

3. Click Complete Merge.

IDD merges the records and displays the resulting master entity.

Queue a Record for MergeWhen you merge records, you might need to wait for the merge operation to complete before continuing with yourwork. As an alternative, you can defer the merge operation by queuing records for merge, marking the two matched


records to be merged automatically when a background merge batch job is run. When a record is queued for mergeonly 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 andchoose Queue for Merge. The matched record is removed from the view to hide it from further manualintervention.

Export DataYou can export data to move the data to another system or use the data to view, analyze, and create report. You canexport the primary object data, for example, as a sales manager in CA, by exporting the data you can create a report ofall the customers in CA, who purchased a car in 2009. In this report you can export parent, children and grandchildrendata.

Export Primary Object DataYou can export primary object data from the search result table or from the data view. You can export data template toupdate the exported template and then import the updated document (.csv file) to IDD. Each export configuration canbe saved by a profile name. Each saved profile can be private or public. Private profiles are visible to a single user.Public profiles are available to all IDD users.

Note:

¨ You must have Export privilege to use this functionality.

¨ Using data view you can export only one record.

¨ Using search result you can export all the records in the search result set or only the selected record (single ormultiple 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 IDDinstance. You will receive a warning message as follows: Number of records in the Search Result Set is greaterthan Export Limit. Perform search with narrower conditions.

Exporting the Primary Object DataThe following procedure provides the step-by-step instruction to export the primary object data.

1. Determine how you want to export the primary object data and execute the following relevant sub-steps.

a. If you want to export the primary object from the search result table then, select all the objects in the searchresult set or only those objects that needs to be exported and then right-click on one of the search result andselect one of the following options from the menu:

¨ Select Export > All Results, if you want to export all the objects in the search result set.

¨ Select Export > Selected Results, if you want to export only the selected objects.

b. If you want to export the primary object from the data view, then perform the following sub-steps.

1. Open the data record that you want to export.

2. 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 andexecute the following relevant sub-steps.

a. If you want to create a new export profile, perform the following sub-steps:

1. In the Export Data window, click Create New Profile.

2. In the New Configuration window, enter Configuration Name.

3. 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. In the Export Data window, click Load Export Profiles from XML.

2. In the Import Profiles window, click the Browse button to locate the appropriate export profile that youwant import.

3. Select the export profile that you want to import.

4. Click Import.

3. To export the required subject area column data, In the Export Data window, select the appropriate column in theAvailable Columns section and then click the right arrow to move the selected column to Selected Columnssection.

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 AvailableColumns section.

¨ If you want to have a particular order of subject area columns in the exported document, you can arrange theorder 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 columnsdata is repeated for each children and grandchildren. This format is preferable when data manipulation inExcel (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 notduplicated on each row where its children and grandchildren are listed. This format is well structured andshould be chosen when the exported data should be reviewed outside.

5. To save the export profile, in the Export Data window, click More Actions button and select option Save.

6. If you want to work with a new export profile, In the Export Data window, click More Actions button and selectoption New.

7. If you want to save the export profile with a new title, in the Export Data window, click More Actions button andselect option Save As… and in the Save export profile as… window, enter Export profile title.

8. If you want to set a saved export profile from a private profile to a public profile, In the Export Data window, clickMore 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, clickMore Actions button, and select option Mark as Private.


10. If you want to set a saved export profile as the default profile, In the Export Data window, click More Actionsbutton, and select option Set as Default.



11. 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.

12. If you want to import all the export profile (single or multiple) for a subject area from your local system, In theExport Data window, click More Actions, and, select option Load Export Profile from XML.

13. Click the Export button to export the primary object data.

Note: While the data is getting exported you can perform other IDD operations.

14. Save or Open the exported .csv file.

Exporting Data Using Search PackageThe following procedure provides the step-by-step instruction to export data using search package.

1. Determine how you want to export the primary object data and execute the following relevant sub-steps.

a. If you want to export the primary object from the search result table then, select all the objects in the searchresult set or only those objects that needs to be exported and then right-click on one of the search result andselect one of the following options from the menu:

¨ Select Export > All Results, if you want to export all the objects in the search result set.

¨ Select Export > Selected Results, if you want to export only the selected objects.

b. If you want to export the primary object from the data view, then perform the following sub-steps.

1. Open the data record that you want to export.

2. 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, selectSearch Package / System.

In the Selected Columns section all the columns defined for the Search Result Display Package (in the IDDConfiguration 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 theHub Console to define packages.

¨ You cannot edit the column names displayed in the Selected Columns section.

3. Click the Export button to export the data.

4. Save or Open the exported .csv file.

Viewing Relationships and HierarchiesNote:

¨ Hierarchy View may not be available in your configuration.

¨ You have to clear cache in the IDD configuration tool and then open the Hierarchy Manager entity type to view thechanges 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 unifiedpicture 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.

Viewing Relationships and Hierarchies 41

¨ Entities and relationships are represented graphically (boxes and lines, respectively). Click a box to select anentity, or hover the mouse over it to display additional information. Click a line to select a relationship, and hover amouse over it to show additional information. The arrowhead points in the relationship direction. Click an elementto select it. To select multiple items at once, hold down the CTRL key and click the items, or drag the mouse tolasso 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 paneltoward 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 availablecommands. Alternatively, click the More Actions button to display additional commands that are available toyou.

¨ By default, Hierarchy View displays data that is directly related (one hop) to the selected entity - the first level ofrelationships. 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 relationshipsper 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.

Show the Hierarchy ViewTo view the hierarchy details for an entity, open the entity and then click the Hierarchy View icon. For each selectedentity, IDD opens a new tab that displays the entity in the Hierarchy view.

The Hierarchy view has the following screen areas:

Area Description

Toolbar Anchor entity and command buttons.

Graph Canvas Where the hierarchy and its component entities are displayed.

Navigation Zoom and Pan tools

Fly-over Panel Displays tabs to configure canvas display preferences: Navigation, Layouts, Filters, and Other.

Flyover PanelsThe flyover panel appears near the bottom of the page and contains the following tabs.

Tab Action Description

Navigation Thumbnail Navigation Click the Navigation tab toward the bottom of the page. In the thumbnail image ofthe hierarchy, click an element to navigate to it.

Layouts Layout Options Click the Layouts tab toward the bottom of the page. Select options for laying outthe canvas


Tab Action Description

Filters Filter options Click the Filters tab toward the bottom of the page. Select filter options

Other Legends and DisplayPreferences

Click the Other tab toward the bottom of the page to see a legend of canvaselements and to change display preferences.

To expand the flyover panels, click a tab. To collapse the flyover panels, click the canvas.

Change Layout OptionsUsing different layouts can reveal different perspectives on your hierarchy. Select an option, then click Apply.

Layout Description

Hierarchy layout.

Tree layout.

Circular layout.

Taxonomy layout.

Network layout. Click the checkbox to show/hide the sphere of influence.


Layout Description

Explorer View.

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 FiltersTip: 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 tohide certain information, for example, to simplify the display so that you can focus on other elements, or to see therelationships in different ways.

To filter data, click the Filters sub-tab near the bottom of the screen and specify the filter settings you want.

Show or Hide Filter Hierarchies and Relationship TypesThe left side of the Filters panel displays the list of hierarchies and associated relationship types.

¨ Check an item to display it in the canvas, or click Check All to display all items.

¨ Uncheck an item to hide it, or click Uncheck All to hide all items.

Click Apply to apply your changes to the canvas.

Select Filter OptionsThe right side of the Filters panel displays additional filter options for the canvas. Change the option(s) you want, thenclick Apply.

Type Option Description

General Hide unconnectedentities

Hide (checked) or show (unchecked) unconnected entities (entities thatcannot be reached directly from the anchor entity).

Show pendingrelationships

Show (checked) or hide (unchecked) pending relationships. Use this optionto hide relationships that are in pending state.

RelationshipDirections

Show Parents Show (checked) or hide (unchecked) parent relationships starting from theanchor entity.


Type Option Description

Show Children Show (checked) or hide (unchecked) child relationships starting from theanchor entity.

Show Unknown Show (checked) or hide (unchecked) unknown relationships - where therelationship between two objects is unknown.

Show Undirected Show (checked) or hide (unchecked) undirected relationships - where thetwo objects are related but the relationship direction between them is notspecified.

Show Bidirectional Show (checked) or hide (unchecked) bidirectional relationships - where therelationship direction between two objects is both ways.

Saved Filters Save filter settings. - 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.

Defaults Default Hierarchy Select the default hierarchy.

Show Legends for Entity Types and Relationship Types on the CanvasTo show the legend for entity types and relationship types on the canvas, click the Other tab toward the bottom of thepage.

PreferencesTo 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 CommandsThe toolbar displays a text description of the anchor entity in this hierarchy in the following format: HierarchyView: Anchor Entity. The toolbar provides commands for working with graphs on the canvas.

Hierarchy View for an Effective DateFor a timeline-enabled entity, using the date chooser in the Effective Date section, you can select a valid date to viewthe hierarchy view for the entity for a specific effective date.

Add a New EntityTo add a new entity to the canvas, click Add New Entity on the toolbar, then enter attribute information and save yourchanges. You return to the Hierarchy View, while the new entity is displayed in another Data View tab.

SearchTo search for an entity to add to the canvas, click Search on the toolbar, select a query and run it, then double-click anentity from the results. The found entity is added to the canvas.


Show HistoryTo 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.

Expand to Full ScreenCheck Full Screen Mode on the toolbar to enlarge the Hierarchy View to a full screen (whole browser window), orclear to return to the default screen display.

Export the Graph to a JPG FileTo export the current graph to a JPG file, click More Actions on the toolbar and choose Export to JPG. Specify thescale mode (viewable area or fit to size), the width and height (fit to size only), then click Export to create the JPG file(graph.jpg).

Show the Bookmark for this Hierarchy ViewTo show the bookmark for the entity in the current Hierarchy View, click More Actions on the toolbar, and chooseShow Bookmark. You can share the bookmark with others by copying and pasting it into (for example) an email orinstant message. When a user opens the bookmark, they launch the IDD application and go directly to thebookmarked Hierarchy View for this entity.

Remove Selected Entities From the Hierarchy ViewTo remove one or more entities from the Hierarchy View, select the entities you want to hide, click More Actions onthe toolbar, and choose Hide Selected Entities. Note that the entity has not been deleted - it has been merelyremoved from the canvas in this Hierarchy View.

Delete Selected EntityTo delete one or more entities from the Hierarchy View, select the entities you want to delete, click More Actions onthe toolbar, choose Delete Selected Entities, and then click Yes to confirm deletion.

Actions for an Element on the CanvasNote: Available actions depend on how your environment is configured, along with the permissions associated withyour user account.

Note: Be sure to add any custom actions to this list and remove anything not supported in your implementation.

Select an EntityClick an entity on the canvas to display the Actions button, which provides a set of actions that are available to take onthe selected entity. Hover a mouse over the entity to show additional information.

View DetailsTo view detailed information about an entity, click the entity and choose View -> Details from the Action menu. IDDopens a window that displays certain attributes for that entity. To see all details, click More Details.


View System ColumnsSystem columns provide background details about an entity, such as the date on which the entity was created (and bywhom), the date on which the entity was updated (and by whom), internal key (Rowid_Object), and other details. Toview system columns, click the entity and choose View > System Columns from the Action menu. IDD opens windowthat displays the values in the system columns for this entity.

View Inactive Relationships for an EntityTo view inactive relationships for an entity, click the entity and choose View > Inactive Relationships. The hierarchyview shows the relationships that are not active for the effective date. The hierarchy view represents inactiverelationships as a dashed line.

View Inactive Relationships for All EntitiesTo view inactive relationships for all entities in the hierarchy view, select More Actions > Show InactiveRelationships for All Entities. The hierarchy view shows the relationships that are not active for the effective date.The hierarchy view represents inactive relationships as a dashed line.

View Cross ReferencesTo view cross references for an entity, click the entity and choose View > Cross References from the Action menu.IDD opens a Cross References window that displays cross references for this entity.

View HistoryTo view the history for an entity, click the entity and choose View > History from the Action menu. IDD opens a Historywindow 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 pointin time is now.

The timeline shows:

¨ the date range (start and end dates) that are currently visible in the timeline

¨ a legend of color-coded event types (see below)

¨ data points indicating change events for entities

The types of change events includes:

Event Type Description

BO Update Data for this entity was updated.

BO Delete Data for this entity was deleted.

Event Group IDD grouping of two or more events that occurred close to each other.

Merge Event Entity was merged with another record.

Cross Reference Event Source system provided one or more records associated with this entity.


Show Direct and Indirect RelationshipsA hop represents the number of intermediate relationships between two entities. One hop means a direct relationship(for example, a Customer entity and its Address entity). An indirect relationship is more than one hop. To show the"sphere of influence" of an entity, expand the number of hops shown in the Hierarchy View

¨ To view relationships one hop away, click the entity and choose Fetch > One Hop from the Action menu.

¨ To increase the number of hops, click the entity, choose Fetch > Preferences from the Action menu, and specifythe number of hops.

¨ To view relationships multiple hops away, click the entity and choose Fetch > Many Hops from the Actionmenu.

Hide EntitiesTo 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 ChildrenTo hide children, click the entity whose children you want to hide, and the choose Hide > Hide Children from theAction menu.

Edit an EntityTo edit an entity, click the entity you want to edit, then choose Edit > Edit Entity. IDD opens a separate entity tab sothat you can edit attributes and save changes.

Delete an EntityTo delete an entity (except the anchor entity) and its relationships, click the entity, choose Edit > Delete Entity fromthe Action menu and, when prompted to confirm deletion, choose Yes.

Create a TaskTo create a new task associated with a particular entity, click the entity, and then choose Edit > Create Task from theAction menu.

Find DuplicatesTo search for potential duplicates for a particular entity, click the entity and choose Find > Duplicates from the Actionmenu. IDD opens the merge comparison dialog.

Find Merge CandidatesTo search for merge candidates for a particular entity, click the entity and choose Find > Merge Candidates from theAction menu. IDD opens the search dialog.

Open in a New TabTo open a new tab with the contents of the current tab, click the entity and choose Open in New Tab from the Actionmenu.


Merge RecordsYou can merge an entity or group of entities as long as they are all of the same entity type. To merge entities, pressALT and drag one entity and drop it onto another entity. IDD opens the Potential Matches tab. Decide which entities tomerge, then click Merge.

Manage Relationships

Show Relationship Information

To display information about relationships, select an entity on the canvas and click . Relationship flyover displaysinformation about the relationship: icon to represent whether relationship is present on the graph or not, icons torepresent whether relationship is foreign key relationship or not, entity, relationship, direction, hierarchy, type, startdate, and end date.

In the relationship table, you can click the checkbox for , to list only the relationships displayed on the canvas.

In the relationship table, in the Entity column, you can enter a search term (that is entity name) and press Enter onkeyboard 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 ofentity 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 valueis 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 right-click the relationship details in the relationship table, the following action menus are available:

Action Menu Description

View Relationship Details To view the relationship details for the entities.

End Date Relationship To terminate the relationship between entities.

Delete Relationship To delete only effective period of the entity which is active forthe date specified on the canvas or for the current date ifdate is not selected on the canvas.

View Relationship History To view the relationship history of an entity.

Delete All Relationship Periods To delete all the effective periods of the entity.


View Relationship Details

To view the relationship details for the entities, select an entity on the canvas, click , and then right-click the entityin the relationship table and choose View Relationship Details. IDD displays details about the relationship: entity 1,entity 2, hierarchy, relationship type, relationship start date and relationship end date.

Edit Relationship DetailsIf you want, once you show relationship details, you can change any available attributes, and then click Save to saveyour changes.

View Entity DetailsIf you want to view details of the entity present in the relationship table, right-click the entity and choose View EntityDetails.

Note:

¨ In the Entity Details window, you can click the More Details button to view the complete entity details.

¨ In the relationship table, you can use this option for relationships displayed on the canvas and for hiddenrelationships.

Add an Entity to CanvasIf you want to add an entity in the relationship table to canvas, right-click the entity and choose Add to Canvas.

To add multiple entities in the relationship table to canvas at once, perform one of the following actions:

¨ To add multiple adjacent entities, press and hold the SHIFT key while selecting the entities, right-click one of theselected entities, and then choose Add to Canvas.

¨ To add nonadjacent entities, press and hold the CTRL key while selecting the entities, right-click one of theselected entities, and then choose Add to Canvas.

Note: In the relationship table, you can use this option only for hidden relationships.

Remove an Entity from CanvasIf you want to remove an entity in the relationship table from canvas, right-click the entity and then choose Removefrom Canvas.

To remove multiple entities in the relationship table from canvas at once, perform one of the following actions:

¨ To remove multiple adjacent entities in the relationship table, press and hold the SHIFT key while selecting theentities, 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.

End a Relationship Between EntitiesYou can terminate the relationship between entities by clicking the Relationships button, click a relationship in the listand choose End Date Relationship, and confirming that you want to change the relationship end date so that therelationship expires.


Note:

¨ When you click End Date Relationship, the selected relationship's end date is set to a date prior to the EffectiveDate selected for the entity. For Example, In the Hierarchy View, if you set the Effective Date as 4/Jun/2012, thenthe 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 theeffective periods from other source systems.

- if selected relationship (its’ XREF) belongs to current source system (Source System that is specified in the IDDconfiguration manager).

Delete RelationshipTo delete a relationship period for the effective date, right-click the relationship line in the relationship table andchoose Delete Relationship.

Delete All Relationship PeriodsTo delete the all active and inactive relationship periods for a relationship, right-click the relationship line in therelationship table and choose Delete All Relationship Periods.

The entities do not have the relationship for any effective date after you delete all relationship periods.

View Relationship HistoryIf you want to view the relationship history of an entity, in the relationship table, right-click the entity and choose ViewRelationship History. The Relationship History table provides the information about History Date, RelationshipType, Related Entity 1, Related Entity 2, Relationship Start Date, and Relationship End Date.

Note: In the Relationship History table click Show Details to view the relationship change details.

Add a Relationship Between EntitiesIn the Hierarchy View, you can add a relationship between two unrelated entities as long as a relationship type forthose two entities is available. To add a relationship, drag an entity and drop it on the other entity. In the AddRelationship dialog, specify the relationship details, then click Save. Hierarchy View shows the new relationshipbetween these two entities, as well as the direction (arrowhead) of the relationship. If the relationship has directions,unknown, bidirectional, and undirected, then it has no arrowhead.

Viewing Cross References (XREFs)Before you read this topic, you should understand the data management concepts described in “Data ManagementOverview ” on page 25.

Key ConceptsYou need to understand the following key concepts.

Viewing Cross References (XREFs) 51

Source SystemsOne or more source systems can contribute data to any subject area. For example, data for an Address subject areacould come from multiple sources, such as sales and accounting systems.

Cross ReferencesCross references (also known as XREFs) help you understand which data came from which source system. Knowingthis information can help you understand which data contributed to the master entity, and to take corrective action, ifnecessary, by selectively unmerging data.

Each cross reference represents a separate record contributed from a source system to a subject area. If multiplesource systems provide data, then each source system will have a separate list of cross references. You might alsosee multiple cross references coming from the same source system, which can occur when records from the samesource system have been merged, or when edits have been made to the record.

Cross Reference View OverviewThe cross references are the records that may have contributed data to the current entity.

To find cross references, select the entity, click More Actions and select Show Cross References or in thenavigation bar on the left pane, click XREF View. IDD opens a new Cross References window, which displays:

¨ The current entity (master entity) at the top of the page.

¨ Cross references at the bottom of the page, organized by source system.

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 inthe parent area of a subject area, or may represent a one-to-one relationship in a single child tab. In this case, theindividual base objects that are part of the IDD logical object will be represented as separate tabs on the CrossReferences 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 outsidecurrent Effective Period. The record that is outside the effective period is marked with an exclamation mark(!).

Show Trust Scores and Override an Attribute ValueIf you click an attribute in the selected entity at the top of the page, IDD displays a dialog that allows you to:

¨ view the trust score for the value of each cross-reference record associated with the selected entity

¨ change the BVT value for this attribute in the selected entity, either by:

- selecting (checking) a different cross-reference record to contribute the BVT value for the selected entity, or

- manually entering a BVT value (overriding) for this attribute for the selected entity

If you change the BVT value, click OK to save your changes.

Show Only Records with Trusted ValuesClick the Show only records with trusted values check box to show or hide only records with trusted values - trustscores that indicate the reliability and confidence factor of the attribute data for an entity, relative to the data for thecorresponding attribute in another entity.


Show System Columns for a Cross ReferenceSystem columns provide background details about a cross reference, such as the internal name of the source system,the date on which the cross reference was created (and by whom), the date on which the cross reference was updated(and by whom), idd_vars key from the source system (PKEY_SRC_OBJECT), and internal idd_vars key(Rowid_Object).

To show system columns for a particular cross reference, right-click the cross-reference in the list, and then chooseShow System Columns. IDD opens a window that displays these details.

Show the Raw Record for a Cross ReferenceA raw record is the source record that originally came from the source system. Depending on how your environment isconfigured, while investigating a cross reference, you might be able to review its raw record to see the state of the dataprior to any data cleansing or standardization.

To show the raw record for a particular cross reference, right-click the cross reference in the list, and then chooseShow Raw Record. IDD opens a window that displays these details.

Tip: If the entity was created using the IDD, then no Raw record will exist.

Showing Pending Cross ReferencesYou can show PENDING cross references by selecting (checking) the Show pending cross-references check box.Pending cross references are highlighted with an exclamation point (!).

Right-click a PENDING cross reference to see available commands.

Note: You must not use the Unmerge, Create Unmerge Task, Show Raw Record, and Show System Columnscommands.

Clear (uncheck) this check box to display only ACTIVE cross references in the tab.

Update Cell Data

Depending on how your environment is configured, you might be able to replace cell data in the entity at the top of thescreen with cell data from a cross reference. You could do this if, for example, you determined that the data in thecross reference was closer to the best version of the truth (BVT) than the current data in the entity. Colors in the crossreference table can highlight what cross reference attribute values (from the cross references at the bottom of thescreen) contribute to BVT attributes in the entity at the top of the screen.

To update cell data in a trust-enabled column from a particular cross reference:

1. In the cross reference, right-click the cell containing the data you want to use.

2. Choose Use This Value Instead.

3. Click Save to save your changes.

Unmerge DataYou can unmerge a cross reference from an entity in order to remove its influence on the entity data.

Viewing Cross References (XREFs) 53

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 Description

Unmerge CrossReference Only

Unmerge a cross reference from the selected entity. In this case, only the unmerged record isremoved from the unmerge tree. The selected row in the cross-reference table is reinstated as itsown row and the influence of that row on the current entity is removed.

Unmerge CrossReference WithLineage

Choose this command to perform a tree unmerge on a cross reference from the selected baseobject. During a tree unmerge, an entire set of merged base object records become unmerged fromthe original structure into an intact substructure.

The following example shows the difference between these two unmerge strategies using a sample set of sevenrecords. 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.

Unmerge Cross Reference Only

This kind of unmerge for record 5 causes that record to separate from the rest of the merged records, and the recordsthat were merged to it (in this case, records 6 and 7) become merged with record 1, the base object.

Unmerge Cross Reference With Lineage

An unmerge with lineage for record 5 causes that record and all of its merged records (the "tree") to separate from thebase object and the other merged records as a unit.


Viewing HistoryDepending 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 thehistory 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.

Types of Change Events

Event Type Description

BO Update Data for this entity was updated.

BO Delete Data for this entity was deleted.

Event Group IDD grouping of two or more events that occurred close to each other.

Merge Event Entity was merged with another record.

Cross Reference Event Source system provided one or more records associated with this entity.

Cross Reference Delete Data that source system provided one or more records associated with this entity wasdeleted.

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 fortimeline-enabled entity, right-click on the data point in the timeline graph and click View BO Change Details.

View the Change History of an EntityTo view change history of an entity perform the following actions:

To view change history of an entity, click More Actions and choose Show History or in the navigation bar on the leftpane, click History View. IDD opens the Change History window.

In the From and To fields, select a date from the calendar to set a date range and then click the OK button.

You can view the following in the Change History window:

¨ 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 pointin time is now.

The timeline shows:

¨ One or more child records associated with the entity

¨ The date range (start and end dates) that are currently visible in the timeline

¨ A legend of event types (updates, deletes, merge events, and cross reference events)

¨ Data points indicating change events.

Viewing History 55

Note:

¨ In the timeline, the row containing the primary object is marked in light yellow and the row containing either PO orchildren record of the entity with incomplete information is marked in dark grey.

View Change Event DetailsTo view change event details, hover the mouse over the data point in the timeline graph. IDD displays a pop-upwindow showing the date, time, and a brief description of the change event.

You can also view the change event list for a data point by performing the following steps:

1. Right-click on the data point in the timeline graph and select View Event Details.

2. In the Select Events window, select the event for which you want to view the details.

Note: This option is available only for multiple events.

3. In the Change Details window, you can view the change event details.

Note: For a timeline-enabled entity, you can also view if there are any changes in Effective Start Date andEffective End Date for the entity.

View a Snapshot of an EntityTo view a snapshot of the entity at a given point in time, right-click on the timeline and choose one of the followingoptions:

¨ View Entity Details shows a snapshot of the entity based on where the cursor is on the time line.

Note: If there are multiple change events for a data point, you must select one of the change events in the SelectEvent 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-enabledentity, BVT for an effective date, along with the changes applied according to the selected history date is displayed.

View Base Object Change DetailsFor a timeline-enabled entity, you can view the base object change details.

To view the base object change details, right-click on the data point in the timeline graph and perform the followingsteps:

1. Select View BO Change Details.

2. In the Select Events window, select the event for which you want to view the details.

3. Click OK

The Change Details window displays the change details for the base object. Values in the Change Detailswindow for the BO is displayed according to the BVT before and after changes.

Change the Visible Data RangeYou can change the start and end dates for the timeline chart. You can do this, for example, to focus on a specific timeperiod for data changes.

To change a date, you can either enter date and time you want, or you can:

1. Click the Calendar button next to the date you want to change.


2. Navigate and select the date to specify the data range.

Show or Hide Merge EventsClick the Show Merge Events check box to show (check) or hide (uncheck) merge events.

Note:

¨ By default, for a timeline-enabled entity the data points of BO Merges events are displayed in the timeline.

¨ For a timeline-enabled entity, you can view MERGE events and DELETE events for all effective period. If there isno data for an effective period, for example, for a child record, you can view MERGE events and DELETE eventsbut you cannot view XREF UPDATE event for creation.

Show or Hide Cross Reference EventsClick the Show XREF Events check box to show (check) or hide (uncheck) XREF events.

Note:

¨ By default, for a timeline-enabled entity the data points of XREF Update events are displayed in the timeline.

¨ For many:many child records, you cannot view XREF UPDATE event for creation.

¨ If you have migrated your data from previous releases to 9.5 release, XREF update events for many:many childrenrecord is not displayed in the History table.

¨ For a timeline-enabled entity, options Show Merge Events and Show XREF Events are not available.

Enlarge or Reduce the Timeline

¨ Click the Zoom In button to reduce the timeline.

¨ Click the Zoom Out button to expand the timeline.

View all the Effective Periods of an EntityTo view the effective periods for a timeline-enabled entity, click More Actions > Show Effective Periods or in thenavigation bar on the left pane, click Effective Periods.

Note: This option is available only for a timeline-enabled entity.

Set the limit to view history of an entityYou can use the calendar in the History Date up to: section to set the limit of entity's history displayed in thetimeline.

Viewing History 57

The timeline displays the various effective periods the entity has. The following table describes the various legendsused to represent different types of effective periods an object has.

History Events Description

Start of Effective Period (Blue box) Effective period of the entity has a definite start date and enddate.

Effective Period with open Start Date (Red box) Effective period of the entity has no definite start date buthas a definite end date.

Effective Period with open Start and End Date (Orangebox)

Effective period of the entity has no definite start date andend date

View Effective Period DetailsTo view the effective period details, hover the mouse over the data point in the timeline graph. IDD displays a pop-upwindow showing the date and description of the effective period.

To View Details of the Entity for an Effective dateTo view the details of the entity on an effective date, right-click on the data point in the timeline graph and choose ViewDetails on Effective Date.

IDD displays the entity details for the given effective period.

Note:

¨ By default, PO and logical one:one child records are present in the timeline.

¨ To manually add one:many or many:many child records to timeline, in the entity details table, click Add Record toTimeline.

Remove Record from TimelineTo remove a record from timeline, right-click on the data point in the timeline and choose Remove Record fromTimeline.

Note:

¨ You can remove only one:many and many:many children record from the timeline.

¨ You cannot remove PO and logical one:one children record from the timeline.

Add a Record to TimelineTo add a record to timeline from the entity details tab, click the object (children record) tab and click the Add Record toTimeline.

Note: You can add only one:many and many:many children record to the timeline.


C H A P T E R 5

Data ImportThis 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

Data Import OverviewYou can import data from a .csv or .xlsx source file into the MDM Hub.

You import data to perform the following tasks:

¨ Create multiple primary, child, and grandchild objects in a single bulk operation.

¨ Update multiple primary, child, and grandchild objects in single bulk operation.

You can import data such as customer names and addresses from a source file. To import data, you need to create animport profile and enable data import. Then you can import the template and the source file into the MDM Hub.

Data Import TemplateThe data import template is an XML configuration file that specifies the import profiles that Informatica Data Directoruses to import data. Import profile are defined for specific subject areas.

When you create an import profile, you define the relationship between source data and user-defined columns in abase object. A base object is a table in the MDM Hub that contains consolidated data for an entity, such as a customeror an address. A customer base object can contain user-defined columns such as FIRST_NAME, LAST_NAME, andMIDDLE_NAME.

For example, you need to import a customer record with first name as John and last name as Doe. The source file inthe .csv or .xlsx format must have the value John in column 1 and the value Doe in column 2. You can define thefollowing data mapping for the subject area Person between the source file and base object column:

¨ Map column 1 value of the source file to the FIRST_NAME of the base object column.

59

¨ 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 subjectarea:

<?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>

Enabling Data ImportYou must configure the cmxserver.properties file to enable the import of the template in the ConfigurationManager.

1. On your local system, find the cmxserver.properties file in the following location:

<INFAMDM-HOME>/hub/server/resources/2. Add the cmx.idd.data_import_enabled=true property to the cmxserver.properties file.

3. Save changes.

4. Run the postInstallSetup script to apply changes.

You can find the postInstallSetup script in the following location:<infamdm_install_directory>/hub/server

Importing the Data Import TemplateAfter you enable data import, you can import and validate the template that contains the import profiles.

1. In the Configuration Manager, select the Informatica Data Director application to which you want to import thetemplate.

2. Click Import > Import to existing IDD application.

The Import to existing IDD application window appears.

3. In the Configuration type, select Data Import Template.

60 Chapter 5: Data Import

4. Click the Browse button to find the XML configuration file.

5. Click Import.

The Validation Result window appears. Resolve all the errors mentioned in the Validation Result window toimport data in Informatica Data Director.

6. Click OK.

Importing .xlsx DataAfter you import the template, use the import wizard to move the data from the .xlsx source file into the MDM Hub.Informatica Data Director uses the Services Integration Framework Put API to import the data.

You can import upto 10,000 records in an import file.

Note: Informatica Data Director does not perform a match for duplicates operation for the data that you import.

1. On the Data tab, click Import > Subject Area.

The import wizard appears.

2. Select the import profile.

3. In the Browse and Upload field, click the Browse button to find the source file.

4. Click Next.

5. In the Sheet name drop-down, select the sheet to import the data.

6. In the Values field, specify the line in the source file from which the wizard begins to read data.

Note: Empty but formatted rows and empty rows between rows that contain data in the source file must be treatedas rows that contain data, but Informatica Data Director rejects empty rows without any processing duringimport.

7. Click Next.

8. You cannot roll back changes after you start the import process. Click Start to start the import process and viewthe report for the imported records.

9. Click Finish.

Importing .csv DataAfter you import the template, use the import wizard to move the data from the .csv source file into the MDM Hub.Informatica Data Director uses the Services Integration Framework Put API to import the data.

You can import upto 10,000 records in an import file.

Note: Informatica Data Director does not perform a match for duplicates operation for the data that you import.

1. On the Data tab, click Import > Subject Area.

The import wizard appears.

2. Select the import profile.

3. In the Browse and Upload field, click the Browse button to find the source file.

4. Click Next.

Importing .xlsx Data 61

5. Choose the code page format that best describes the data in the source file.

6. Select the Delimiters to specify the character that separates values in your source file. If the character is notlisted, select Other, and then enter the character.

7. Select the Text Qualifier to specify the character that encloses values in your source file.

8. Click Next.

9. In the Values field, specify the line in the source file from which the wizard begins to read data.

10. Click Next.

11. You cannot roll back changes after you start the import process. Click Start to start the import process and viewthe report for the imported records.

12. Click Finish.

62 Chapter 5: Data Import

A P P E N D I X A

Shortcut ReferenceThis 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 ShortcutsWhen selecting entities in a table (tasks, search results, child tables, cross-references child tables, or grandchildtables), you can see a list of available commands by right clicking. The IDD application displays a context menu. Usethe arrow keys to navigate the menu, and press ENTER to choose the selected command, or ESC to exit withoutexecuting an action.

The following table lists keyboard shortcuts to switch tabs:

Action Shortcut

Switch to Dashboard Alt+1

Switch to Data tab Alt+2

Switch to Tasks tab Alt+2

Switch to another tab (for the first 6 items) Alt+4..9

Note: These keyboard shortcuts to switch tabs are not available in timelines or cross-reference tables.

63

Keyboard Shortcuts for the Calendar

Action Shortcut

Calendar

Close pop up without a change ESC

Apply selection and close pop up ENTER

Select today (now) N

Reset selection (clear) R

Select day Arrow keys (left, right, up, down)

Previous month , (comma)

Next month . (period)

Previous year < or SHIFT + ,

Next year > or SHIFT + .

Month/Year Selector

Display Month/Year Selector popup Y

Change current selection Arrow keys

Toggle between month and year Y

Close pop-up without change ESC

Apply selection and close pop-up ENTER

Time Selector (if applicable)

Display Time Selector popup T

Move cursor between hours or minutes Left/right arrow keys

Change hours or minutes (depending on cursor position) Up/down arrow keys

Close pop-up without change ESC

Apply selection and close pop-up ENTER

64 Appendix A: Shortcut Reference

Keyboard Shortcuts for Tasks

Action Shortcut

Open selected task Enter

View selected task details Ctrl+Alt+I

Reassign selected task Ctrl+Alt+R

Keyboard Shortcuts for Search Results

Action Shortcut

Open selected records Enter

Open HM for selected record Ctrl+Alt+H

Keyboard Shortcuts for the Data View

Data View

Action Shortcut

Displays page navigation. Alt+0

Save object Ctrl+Alt+S

Send for approval Ctrl+Alt+A

Revert Ctrl+Alt+R

More Actions Menu

Action Shortcut

Find Duplicates Ctrl+Alt+D

Find Merge Candidates Ctrl+Alt+K

Keyboard Shortcuts for Tasks 65

Action Shortcut

Open History dialog Ctrl+Alt+Y

Open Cross References Ctrl+Alt+X

Show System Columns Ctrl+Alt+I

Create task Ctrl+Alt+J

Copy Ctrl+Alt+P

Delete Alt+Backspace (Safari)Alt+Delete (Firefox, Internet Explorer)

Child Tabs

Action Shortcut

Select a tab (to display the dialog) Alt+0

Add new item (table view, selected row) Alt++ (Safari)Insert (Firefox, Internet Explorer)

Edit item Fn+F2 (Safari)F2 (Firefox, Internet Explorer)

Child Tab Table View Context Menu

Action Shortcut

Context menu Ctrl+Alt+C

Merge Ctrl+Alt+C, Merge

Show System Columns Ctrl+Alt+I

Show Cross References Ctrl+Alt+X

66 Appendix A: Shortcut Reference

I N D E X

AAdvanced Search 22attributes 28

BBasic Search 16bookmarks

about bookmarks 28entities 36hierarchies 46queries 22

Cchange history 55child entities 29commands

Add Relationship 51Add to Merge List 38Adding an Entity 31Complete Merge 38Copy 35Create Task 36Delete 36Delete Entity 46Edit Entity 48End Date Relationship 50Find Duplicates 35, 37Find Merge Candidates 36, 38Merge 38New 31Queue for Merge 38Remove Entity from View 46Remove From List 38Save 31, 35Select a Date 56Send for Approval 32, 35Show System Columns 36Switch to Form View 36Switch to Table View 36Unmerge 53Use Existing Entry 31Use This Value Instead 53View Cross References 52View Entity Details 46, 56View History 55

Creating Filters for Child Records 34cross references

about cross references 51overriding attribute values 52pending 53raw records 53

source systems 51system columns 53trusted values 52unmerging data 53updating cell data 53use this value instead 53viewing 52

DDashboard

My Tasks 7data import

data import template 59enabling 60importing .csv data 61importing .xlsx data 61importing the template 60overview 59

data import template 59Data tab

overview 2Search 15

Data Viewkeyboard shortcuts 65

Delete All Relationship Periods 51Delete Relationship 51Display Aggregated Period 32

EEdit 33entities

about entities 28adding 31bookmarks 36copying 35cross references 52deleting 36duplicates 35history of changes 55master entities 29merge candidates 36relationships 36states 10system columns 36tasks 36

Entity Views 26Export Data

Export Primary Object Data 39Exporting Data Using Search Package 41

Extended Search 16

67

Ffinding merge candidates 38Form View 36

Hhierarchies

bookmarks 46full screen mode 46

Hierarchy Viewadding relationships 51deleting 46ending relationships 50relationships 49removing 46showing 42

historyabout history 55change events, types of 55cross reference events 57date range 56date selection 56entity details 56event details 56merge events 57timeline 57viewing 55

Mmaster entities 29merge candidates 38merging

about merging 37finding duplicates 37finding merge candidates 38

merge listadding a record 38merging 38removing a record 38

queue for merge 38steps 37

My Tasks 7

Ooverriding attribute values 52overview 2

Pparent entities 29pending cross references 53private queries 16public queries 16

Qqueries

about queries 15bookmarks 22creating 20

default query 21deleting 21details of 21editing 21More Actions menu 20navigating results 19opening 18private 16properties of 16public 16Query Builder 20renaming 21resetting 20running 18saving 21search criteria 18

Rraw records 53relationship types 29relationships

about relationships 29adding 51ending 50hierarchy 29one-to-many relationships 29parent-child relationships 29

Remove an Entity from Canvas 50results

about results 15navigating 19

SSave an Existing Entity 33search

about search 15Advanced Search 22Basic Search 16Extended Search 16open query 18query steps 19running 18search criteria 18Search tab 18Standard Search 15

source records 29source systems 51Standard Search 15system columns

cross references 53entities 36

TTable View 36tables

customizing 4tasks

administration 13attributes 8entity states 10My Tasks 7refreshing 7

68 Index

Tasks tab 7Tasks tab 7trust 29trusted values 52

Uunmerging data 53

Wwildcards 17

Index 69

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