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

Adding Node Filters

Adding Node Filters

To allow or deny access to the parent record when the node has no child records, create node filters.
To make your configuration easier to understand and maintain, avoid mixing allow and deny rules. If you decide to create both types of rules, and the rules result in a conflict for a user role, the deny rule wins.
  1. Click
    Business Entity
    Modeling
    , and then select
    Business Entities
    .
  2. Select the business entity.
  3. In the tree view panel, select
    Node Filters
    , and then click
    Create
    .
    A
    [New nodeFilter]
    option appears under
    Node Filters
    , and a form opens in the properties panel.
  4. In the properties panel, enter a name for the filter.
  5. Select a node.
    1. Beside the
      Node
      field, click the
      Browse
      button.
      A list of nodes opens in a dialog box.
    2. Select the node, and then click
      Select
      .
      The selected node appears in the
      Node
      field.
  6. To define the filter in terms of who
    cannot
    access the parent record when the node record is empty, create deny rules.
    1. Beside the
      Deny Access to <parent record>
      heading, click the
      Add
      icon.
    2. From the
      User Role
      list, select the user roles, and then click the
      Add
      icon.
    3. To make this rule a default for any unassigned user roles in the
      Deny
      section, click
      Apply this rule to the user roles that are not specified in any Deny rule
      .
    4. Repeat the steps to configure more filter rules.
  7. To define the filter in terms of who
    can
    access the parent record when the node record is empty, create allow rules.
    1. Beside the
      Allow Access to <parent record>
      heading, click the
      Add
      icon.
    2. From the
      User Role
      list, select the user roles, and then click the
      Add
      icon.
    3. To make this rule a default for any unassigned user roles in the
      Allow
      section, click
      Apply this rule to the user roles that are not specified in any Allow rule
      .
    4. Repeat the steps to configure more filter rules.
  8. Click
    Apply
    .
    The node filter is saved but not published to the
    MDM Hub
    .

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