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  • Multidomain MDM 10.4 HotFix 3
  • All Products

Table of Contents

Search

  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

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Configure the Searchable Fields

Configure the Searchable Fields

You can use the Provisioning tool to configure a field as a searchable field and set the field properties. A search request searches only the fields that you configure as searchable fields.
Multiple searchable fields might affect the performance of the search requests, so configure only the significant fields as searchable fields. For example, configure fields that contain full names, organization names, or email addresses as searchable fields rather than fields that contain country codes, gender codes, or address types.
  1. Log in to the Provisioning tool.
  2. From the
    Database
     list, select the database for which you want to configure the fields.
  3. Click
    Business Entity
    Modeling
    .
    The
    Modeling
     page appears.
  4. Select
    Business Entities
     from the list, and select the business entity for which you want to configure the searchable fields.
  5. In the tree view panel, select
    Fields
    , and click
    Create
    .
  6. Configure the following properties based on your requirement:
    Name
    Name of the field that that you want to appear in the tree view panel.
    Label
    Label for the field that you want to appear within views in Data Director.
    Read Only
    Optional. Indicates whether you can edit the field in the Entity View. To configure the field as a non-editable field, select the property.
    Required
    Optional. Indicates whether the field is a required field. To configure the field as a required field, select
    Required
    . By default, the field is not a required field.
    URI
    Defines the namespace where data types are declared. The data type that you want to configure depends on the URI that you select.
    To configure basic data types, such as string, integer, and boolean, select
    commonj.sdo
    . To configure Informatica data types, such as image URL, hyperlink, and file attachment, select
    urn:co-types.informatica.mdm
    .
    Type
    The data type of the field. The data type that you can configure depends on the URI that you select. You can configure the following data types: string, integer, decimal, date, boolean, image URL, hyperlink, and file attachment.
    By default, the data type of a business entity field is as close as possible to the data type of the base object column that the field is associated with. For example, a string column in a base object might contain information for an image, so you configure the image URL data type for the business entity field. If you want a field to display web URL, file URI, FTP link, and email address as hyperlinks, configure the hyperlink data type for the field.
    You cannot open file URIs with Google Chrome and Mozilla Firefox because of security reasons.
    Display Format
    The display format for the date fields. Before you specify the display format for the date fields, specify the URI and set the Type property to
    Date
    .
    You can select the
    Date
     or
    Datetime
     format for business entity fields that display a date. The display format that you configure is applied to the date field in all the Data Director views.
    If a display format is not set for a date field, the date format of the field is the same as the format of the associated base object column.
    Filter
    Defines a static filter to regulate the data that users can or cannot enter in a field.
    When you enable the Filter property, specify the following fields:
    • Operator
      . Controls whether the specified values are allowed or not allowed in the field.
      Option
      Description
      In
      Displays the values to the user. If you add a list of comma-separated values as allowed values,
      Data Director
       users can choose a value from a lookup list. If you also configure a field filter on the same field, the displayed values reflect the intersection of the static filter and the field filter.
      Not In
      Does not display the values to the user.
    • Value
      . Add values that match the data type of the field. To add multiple values, enter a comma-separated list of values. To allow users to leave the field blank, add empty quotes ("") as a value.
      The Provisioning tool does not validate the values. If you add a value of the wrong data type, the value does not appear in
      Data Director
      .
    Column
    Name of the base object column that you want to associate with the field.
  7. Select
    Searchable
    .
    Additional field properties appear.
  8. Based on your requirement, select one or more of the following properties:
    • Search Analyzer
    • Suggester
    • Sortable
    • Filterable
    • Facet Range
    • Facet
    • Displayable
  9. Optionally, if you select
    Facet
    , in the
    Facet Range
     field, specify the range for the numeric or date fields that you configure as facets in the following format: 
    <Start Value>,<End Value>,<Frequency>
    For example,
    1000,2000,50
    The facet ranges are not visible in the
    Data Director
     application. When you use the REST web service to perform the search, the response can return the facet ranges.
  10. Click
    Apply
    .
  11. 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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