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 1. Create a Hierarchy

Step 1. Create a Hierarchy

Create a hierarchy to contain a collection of hierarchy relationships. For example, you want to configure the organization hierarchy for your business.
  1. Click
    Business Entity
    Modeling
    , and then select
    Hierarchies
    .
  2. Click
    Create
    New Hierarchy
    .
  3. In the properties panel, specify the following hierarchy properties:
    Property
    Description
    Name
    Unique name for the hierarchy.
    Label
    Label for the hierarchy.
    Description
    A meaningful description for the hierarchy.
    Search type
    Algorithm to search for records in the hierarchy.
    Select one of the following search algorithms for the hierarchy:
    • BFS. An algorithm that starts the search from the root node and moves from left to right along the hierarchy tree. The algorithm explores all nodes on one child level before proceeding to the next level. BFS uses the queue data structure to find the shortest path. Use this algorithm in a narrower hierarchy tree with many child levels.
    • DFS. An algorithm that starts the search from the root node and moves from top to bottom of the hierarchy tree. The algorithm explores each branch of the tree until it reaches the bottom node before proceeding onto the next branch. DFS uses the stack data structure to find the shortest path. Use this algorithm in a wider hierarchy tree with fewer child levels.
  4. Click
    Apply
    .
The hierarchy name appears in the modeling panel and the hierarchy structure appears in the tree view panel.

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