Data Director Implementation Guide

10.4 HotFix 2
- 10.5 HotFix 3
- 10.5
- 10.4 HotFix 3
- 10.4 HotFix 1
- 10.4
- 10.3 HotFix 3
- 10.3 HotFix 2
- 10.3 HotFix 1
- 10.3

Back Next

Work with the IDD Configuration XML File

An IDD configuration XML file can easily run to hundreds of lines.

A full file is not shown here, only the relevant snippet. You can find a full configuration file in the Resource Kit or by exporting it from the IDD Configuration Manager.

The following code snippet is an example of a subject area group with a single subject area:

<subjectAreaGroup name="Customer" primaryObjectUid="C_PARTY">
        <subjectArea name="Person">
            <primaryObject hmEntityTypeUid="Person">
                <subTypeQualifier columnUid="C_PARTY|PARTY_TYPE"  filterValue="Person"/>
                <cleanseFunction 
                                cleanseFunctionUid="BDD Cleanse and Validation Library|CVPerson">
                    <cleanseInput>
                        <cleanseColumn columnUid="C_PARTY|FIRST_NAME" parameterName="firstName"/>
                        <cleanseColumn columnUid="C_PARTY|MIDDLE_NAME" 
                                       parameterName="middleName"/>
                        <cleanseColumn columnUid="C_PARTY|LAST_NAME" parameterName="lastName"/>
                    </cleanseInput>
                    <cleanseOutput>
                        <cleanseColumn columnUid="C_PARTY|FIRST_NAME" parameterName="firstName"/>
                        <cleanseColumn columnUid="C_PARTY|MIDDLE_NAME"
                                       parameterName="middleName"/>
                        <cleanseColumn columnUid="C_PARTY|LAST_NAME" parameterName="lastName"/>
                        <cleanseColumn columnUid="C_PARTY|DISPLAY_NAME"
                                       parameterName="displayName"/>
                    </cleanseOutput>
                </cleanseFunction>
                <layout columnsNum="3">
                    <column columnUid="C_PARTY|NAME_PREFIX_CD" editStyle="FIELD" 
                            horizontalStyle="SMALL"/>
                    <column columnUid="C_PARTY|FIRST_NAME" editStyle="FIELD" 
                            horizontalStyle="MEDIUM" required="true"/>
                    <column columnUid="C_PARTY|MIDDLE_NAME" editStyle="FIELD"
                            horizontalStyle="MEDIUM"/>
                    <column columnUid="C_PARTY|LAST_NAME" editStyle="FIELD"
                            horizontalStyle="MEDIUM" required="true"/>
                    <column columnUid="C_PARTY|GENERATION_SUFFIX_CD" editStyle="FIELD"
                            horizontalStyle="SMALL"/>
                    <column columnUid="C_PARTY|BIRTHDATE" editStyle="CALENDAR" 
                            horizontalStyle="MEDIUM"/>
                    <column columnUid="C_PARTY|GENDER_CD" editStyle="FIELD" 
                            horizontalStyle="SMALL">
                        <columnI18NLookup languageCdUid="C_LU_GENDER_LCL|LANGUAGE_CODE"
                                          countryCdUid="C_LU_GENDER_LCL|COUNTRY_CODE"
                                          lookupFKUid="C_LU_GENDER_LCL|GENDER_CODE"
                                          localizedNameUid="C_LU_GENDER_LCL|LOCALIZED_STRING"/>
                    </column>
                    <column columnUid="C_PARTY|TAX_ID" editStyle="FIELD" 
                            horizontalStyle="MEDIUM"/>
                    <column columnUid="C_PARTY|DISPLAY_NAME" editStyle="FIELD" 
                            horizontalStyle="LARGE"/>
                </layout>
                <label existsFormat="{1},{2}">
                    <column columnUid="C_PARTY|LAST_NAME"/>
                    <column columnUid="C_PARTY|FIRST_NAME"/>
                    <column columnUid="C_PARTY_ELECT_ADDR|ELECTRONIC_ADDRESS"/>
                </label>
            </primaryObject>
            <search displayPackageUid="PKG_PERSON_SEARCH">
            </search>
            <match>
                <matchRuleSet uid="C_PARTY|IDL" type="BOTH"/>
            </match>
            <taskAssignmentConfig task="UpdateWithApproval">
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="UpdateWithOptionalApproval" >
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="UpdateRejectedRecord">
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="ReviewNoApprove">
                <securityRole roleUid="Manager"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="FinalReview" >
                <securityRole roleUid="SrManager"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="Merge">
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="Unmerge">
                <securityRole  roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <dataSecurity>
                <securityFilter columnUid="MATCH_PATH_COMPONENT.C_MT_ADDRESS|STATE_CD">
                    <securityValue value=’CA’>
                        <securityRole roleUid="Customer-CA"/>
                    </securityValue
                </securityFilter>
            </dataSecurity>
        </subjectArea>
    </subjectAreaGroup>

Refer to the HTML documentation for the XML schema for details on the elements, attributes, and allowed values.

Rename Saved Search

Table of Contents

Data Director Implementation Guide

Data Director Implementation Guide

Work with the IDD Configuration XML File

Work with the IDD Configuration XML File