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English
  • MDM - Customer 360 10.4 HotFix 2
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Before You Install
  4. Installing MDM - Customer 360
  5. After You Install
  6. Business Processes for Customer Management
  7. Customizing Customer 360
  8. Upgrading Customer 360
  9. Troubleshooting

Installation and Configuration Guide

Installation and Configuration Guide

Back Next

Design a Layout for the Person Business Entity View

Design a Layout for the Person Business Entity View

After you create an external resource for the relationship graph, design a layout to include the external resource for the Person business entity view .
  1. In the Provisioning tool, click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
     appears.
  2. Click
    Create
    Entity View
    .
    The
    Define Layout Properties
     page appears.
  3. Define properties for the layout that you want to design.
    1. Specify the following properties:
      Property
      Description
      View Name
      Label for the option.
      Layout Name
      Label for the layout that you design. After you design and publish the layout, the layout name appears in the
      Layout Categories
       panel.
      Layout ID
      Label used for generating a system ID.
      Description
      Optional. A meaningful description to identify the layout.
    2. To assign the layout to the Person business entity view, select
      Person
      CustomPersonView
      .
  4. Click
    Next
    .
    The
    Define Purpose
     page appears.
  5. Specify the purpose of the layout that you want to design.
    1. Select the user roles that can access the layout.
      The user roles that appear on the
      Define Purpose
       page are configured in the MDM Hub environment.
    2. Select
      Edit entities
      .
  6. Click
    Next
    .
    The
    Select a Template
     page appears.
  7. Select
    Template 1
    , and click
    Next
    .
    The
    Design
     page appears.
  8. Drag the external resource that you created for the relationship graph into the workspace.
  9. Click
    Save
    .
    The changes are saved to the temporary workspace.
  10. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
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