Table of Contents

Search

  1. Introduction
  2. Configuring Hub Console Tools
  3. Building the Data Model
  4. Configuring the Data Flow
  5. Executing Informatica MDM Hub Processes
  6. Configuring Application Access
  7. MDM Hub Properties
  8. Viewing Configuration Details
  9. Search with Solr
  10. Row-level Locking
  11. MDM Hub Logging
  12. Table Partitioning
  13. Collecting MDM Environment Information with the Product Usage Toolkit
  14. Glossary

Step 6. Configure the Layout to Display Similar Records (Optional)

Step 6. Configure the Layout to Display Similar Records (Optional)

When you enter data in the
Data Director
application to create a record, you can view similar records that are retrieved based on the data that you enter. To view the similar records, you must configure the layout to define the fields based on which you want to search for the similar records.
  1. Open a supported browser, and enter the following URL:
    https://<MDM Hub Server host name>:<MDM Server port number>/provisioning/
    The
    Login
    page appears.
  2. Type the user name and password to access the Provisioning tool.
  3. Click
    Login
    .
  4. Select the Operational Reference Store (ORS) for which you want to configure the fields.
  5. Click
    Configuration
    Component Editor
    .
    The
    Component Editor
    appears.
  6. From the Component type list, select
    Similar Records
    , and click
    Create
    .
    The property fields appear in the Properties panel.
  7. Enter a name for the Similar Records component.
  8. In the
    XML
    field, enter the following XML configuration that includes a list of fields to search for similar records:
    <config> <searchableFields> <field name="<field name 1>"/> <field name="<field name 2>"/> ... <field name="<field name n>"/> </searchableFields> <label existsFormat="{1} {2} {3}"> <column columnUid="<field name 1>" /> <column columnUid="<field name 2>"/> <column columnUid="<field name 3>" /> </label> </config>
    Where
    <field name>
    is the name of the field on which you want to base the search for similar records. You can base the search for similar records on field names in the business entity model that are configured as searchable. Also, you need to specify the format in which the search field values must appear.
  9. Click
    Apply
    .
    The Similar Records component that you created appears in the
    Components
    panel and in the
    Tree View
    panel.
  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.
  11. Restart the application server after you configure the layout.

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