Data Director User Guide

10.3

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User Interface

The

Data Director

user interface contains a navigation bar with tabs.

The following image shows the user interface with the

Home

page displayed:

Navigation bar

Page area

Search box

User options

The navigation bar contains tabs that link to pages within

Data Director

. A tab contains a page area with one or more panels. In some tabs, you can switch between different views within the page.

Some tabs might not be visible in

Data Director

. For example, if the MDM administrator configures an application for

Data Director

with business entities, the MDM administrator might remove the

Data

tab.

Data Director

has the following tabs:

New: Use the
New
tab to create records, and, if configured, import data.
In the
New
window, if you see both the
Business Entity
option and
Subject Area
option, ask the MDM administrator which one to use. The
Business Entity
option opens an entity tab while the
Subject Area
option opens the
Data
tab.
Home: Use the
Home
page as your MDM dashboard. Managers and data stewards can view a list of review tasks in the task inbox. You might see other components, such as social media feeds, external URLs, and reports that display master data. The MDM administrator configures the
Home
page.
Task Manager: Managers and data stewards use the
Task Manager
to review changes to business entity records. When you click a task in the
Home
page, the
Task Manager
opens and displays the record associated with the task.
Data: Use the
Data
tab to search for and view subject area records from different perspectives.
If a
Data Director
application uses business entities and the
Data
tab is hidden, the records open in an entity tab that displays the name of the business entity type.
The Data tab has multiple views:
To find a subject area record, run a search query from the
Data
tab. Use search tabs to manage and use search queries to find subject area records.
If a
Data Director
application uses business entities and the
Data
tab is hidden, use the
Search
tab or
Search
box.
To view and edit a subject area record, select a record and click
Open
. The record opens in the
Data
view.
To view the source of the record and pending changes, use the
XREF
view.
To view past changes to the record, use the
History
view.
To view a subject area record and potential duplicate records, use the
Match Merge Comparison
view.
If the subject area record contains effective dates, you can view scheduled changes in the
Effective Periods
view.
If the Hierarchy Manager is enabled, you can view the subject area record and its related records in the
Hierarchy
view.
Search: When you run a search from the application header, the
Search
tab displays the results of the search. You can open business entity records from the search results.
Entity tabs: In the search results, select a business entity record and open the record in a temporary entity tab. The name on the tab identifies the opened record, usually by the name of the record, but the tab name is configurable. You can view or edit the master data for the record in an entity tab.
If a
Data Director
application uses subject areas only, the entity tab is unavailable and the records open in the
Data
tab.
In an entity tab, you can open the following views:
To view and edit business entity records, use the
Business Entity
view.
To view the source of the business entity record, use the
Cross-reference Records
view.
To view past changes to the business entity record, use the
History
view.
To view a business entity record and potentially duplicate records, use the
Matching Records
view.
If the business entity record contains effective dates, you can view the scheduled changes in the
Timeline
view.
If the Hierarchy Manager is enabled, you can view the business entity record and its related records in the
Hierarchy
view.
If your MDM administrator created custom views, you might see different names for the views.
Other Tabs: The MDM administrator can configure other tabs.

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Table of Contents

Data Director User Guide

Data Director User Guide

User Interface

User Interface