Data Director Migration Guide

Data Director Migration Guide

Create an Application for Data Director

Create an Application for
Data Director

Each Operational Reference Store (ORS) database can have one application. In the Provisioning tool, create an application that is based on the same ORS as the legacy application. For convenience, you might want to give it the same name as the legacy application.
If you plan to use Hybrid mode, you must ensure that the E360 application name is the same as the legacy application name.
  1. From the
    Database
    list, select the database to which you want to associate your configurations.
  2. Click
    Configuration
    Application Editor
    .
    The
    Applications
    page appears.
  3. Click
    Create
    .
  4. In the 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 in
    Data Director
    . The default record views appear as tabs in opened records.
    Enable Draft
    Enables the
    Drafts
    menu option in the Data Director navigation bar. Specifies whether Data Director users can add, edit, and submit business entity records in the draft state.
    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
    .
    Both the
    Query
    and the
    Search
    menu options appear in the
    Data Director
    navigation bar.
  5. Click
    Apply
    .
    The application that you created appears in the tree view panel and in the
    Applications
    panel.
  6. 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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