Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Sizing and Platform Requirements
  9. Application Components
  10. IDD Security Configuration
  11. Data Security
  12. Example Role-Based Security Configuration
  13. Data Masking
  14. Siperian BPM Workflow Engine
  15. Locale Codes
  16. Troubleshooting
  17. Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Step 3.2. Configure Subject Areas in the IDD Configuration Manager

Step 3.2. Configure Subject Areas in the IDD Configuration Manager

Configure subject areas in the IDD Configuration Manager.
  1. Create the basic subject area configuration and test it by validating and deploying the application.
    This configuration includes setting up the layout (columns to display with the field type and size for each - this is the minimum that must be configured), match settings used for duplicate checks, configuration of any cleanse functions to use for checking data entered by IDD application users (used for data cleanse and/or validation), configuration of the label for the subject area, and subject area task assignments.
  2. Add the children and grandchildren to the subject area.
    All children and grandchildren need to have a properly-configured match path to the root object of the subject area (configured in the Match/Merge Setup Details panel in the Schema Manager). When creating a new child, the IDD Configuration Manager displays the names of the match path components rather than the names of child objects.
    Only match patch components that are relevant for the child type are shown. This configuration includes setting up the layout (columns to display with the field type and size for each) and configuration of a cleanse function (optional) to apply to the record (used for cleanse and/or validation).
Tip About Adding Children and Grandchildren
To simplify troubleshooting for issues with child and grandchild configuration, consider adding these one at a time, and then deploying/testing the configuration after each is added (before adding the next one) to isolate any configuration issues that might arise incrementally.
Layout Configuration
Configuration of the layout is used to:
  • Specify which fields to show from the base object.
  • Specify the number of columns for form layouts.
  • Specify the date and time format.
  • Specify the UI field size for all fields (small, medium, large).
  • Specify the required fields - which ones are not allowed to have NULL value (this is configured in the IDD configuration file).
  • Specify which fields to be shown as hyperlink.
    Only column data type of String that is defined in the Hub Console can be marked with
    Show As Hyperlink
    in the IDD configuration manager. Only fields with valid URL or email address will be parsed as a hyperlink.

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