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English
  • Multidomain MDM 10.3
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction
  3. Establishing a Root Node
  4. Defining the Business Entity Model
  5. Configuring Business Entity Properties
  6. Configuring Reference Entity Properties
  7. Transforming Business Entities and Views
  8. Managing Many-to-Many Relationships
  9. Configuring Search
  10. Configuring Workflow Tasks and Triggers
  11. Configuring Security and Data Filters for Business Entities
  12. Integrating Data as a Service
  13. Configuring External Calls
  14. Designing the Data Director User Interface
  15. Localizing Data Director
  16. Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Creating an Application for Data Director

Creating an Application for
Data Director

The user interface layout that you want to design must be associated with a
Data Director
 application. To create a
Data Director
 application, use the Application Editor.
  1. In the Provisioning tool, from the
    Database
     list, select the database with which you want to associate the application.
  2. Click
    Configuration
    Application Editor
    .
    The
    Applications
     page appears.
  3. Click
    Create
    .
  4. In the application properties panel, specify the following properties:
    Property
    Description
    Name
    Name of the application that appears in the Applications panel.
    Display Name
    Name of the application that appears in
    Data Director
    .
    Source System
    Source system with which you want to associate the application.
    Session timeout (minutes)
    Time in minutes to wait before an idle
    Data Director
     session can time out.
    Display Default Record Views
    Enables the default record views. The names of the default record views appear in the
    View
     list in
    Data Director
    .
    Smart search
    Enables the
    Search
     menu option in the
    Data Director
     navigation bar.
    Queries
    Enables the
    Query
     menu option in the
    Data Director
     navigation bar.
    Queries dialog in application
    This option appears when you enable both the
    Smart search
     and the
    Queries
     options.
    Enable the
    Queries dialog in application
     option to allow the use of queries to search for records within a record view, such as
    Matching Records
     or while using a component, such as
    Related Records
    . By default, the search menu option is available.
    Both the
    Query
     and the
    Search
     menu options appear in the
    Data Director
     navigation bar.
  5. Click
    Apply
    .
    The application properties are saved to the temporary workspace.
  6. To display the results of a search or query, configure the business entity view that you want to use.
    If you use the Apache Solr search engine, skip this step.
    1. In the tree view panel, click the
      Search Configuration
       node.
    2. In the application properties panel, for each business entity, select the business entity view for the search or query results.
      If you do not select a business entity view, the search or query results contain the full business entity.
    3. Click
      Apply
      .
      The search or query results configuration is saved to the temporary workspace.
  7. Optionally, to configure the business entities within the application, in the tree view panel, click the
    Business Entities
     node.
    1. To create a configuration for a business entity within the application, click
      Create
      .
    2. In the
      Properties
       panel, select the business entity you want to configure and specify the following business entity properties:
      Property
      Description
      Visible
      Specifies whether the business entity is visible from the
      New
       tab when users create records.
  8. Click
    Apply
    .
    The application that you created appears in the
    Tree View
     panel and in the
    Applications
     panel.
  9. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A change confirmation dialog box appears that prompts you to confirm the changes.
    2. Review the changes, and click
      Confirm
      .
      A validation process runs on the application. A confirmation dialog box appears that prompts you to publish the changes.
    3. Click one of the following buttons:
      • Publish
        . Saves the changes to the MDM Hub.
      • No
        . The changes remain in the temporary workspace.
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