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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

Edit the Layout of Person Dashboard

Edit the Layout of Person Dashboard

After you create an external source for the aggregate view of the relationship graph, edit the layout of Person dashboard to include the aggregate view.
  1. In the Provisioning tool, click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
    appears.
  2. Expand the
    CustomerPerson
    layout category, and select
    layout2
    .
  3. Click
    Edit
    .
    The
    Design
    page appears.
  4. Drag the external resource that you created for the aggregate view into the workspace.
  5. Click
    Save
    .
    The changes are saved to the temporary workspace.
  6. 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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