Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Integrating Data as a Service
  15. Configuring External Calls
  16. Designing the Data Director User Interface
  17. Localizing Data Director
  18. Appendix A: Provisioning Tool Frequently Asked Questions

Step 5. Configure the Hierarchy Settings

Step 5. Configure the Hierarchy Settings

Configure the display and export settings for a hierarchy. For example, when users view a hierarchy in
Data Director
, you might want 10 child relationships to appear by default. Or, when users export a hierarchy, you might want to include the same fields in the business entity views.
  1. Click
    Business Entity
    Modeling
    , and then select
    Hierarchies
    .
  2. Select the hierarchy you want to configure.
  3. In the tree view panel, click the settings icon.
    The
    Hierarchy Settings
    dialog box appears.
  4. Optionally, in the
    Display
    tab, enter the number of expanded child relationships in a hierarchy that you want to appear by default.
  5. Click
    Export
    .
    The
    Export
    tab opens.
  6. Optionally, select the business entity views that contain the fields that you want to include in exports.
  7. Click
    OK
    .
  8. 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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