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Copying Relationships in Hierarchy Manager and Creating Hierarchies

Copy relationships in Hierarchy Manager and create a hierarchy with hierarchy relationships. You can create additional hierarchies by copying additional hierarchy relationships from Hierarchy Manager.

When you create a hierarchy by copying relationships, the Provisioning tool tries to find a corresponding business entity to configure as the root business entity node. It tries to find the root business entity based on the selected Root HM Entity. If it cannot find a corresponding business entity, it creates the business entity. Then the Provisioning tool creates the remaining hierarchy model based on the copied relationships. You must review the hierarchy and hierarchy relationships created by copying relationships.

Click

Business Entity

Modeling

, and then select

Hierarchies

Click

Create

Hierarchy Copied from Hierarchy Manager

The

Create Hierarchy Copied from Hierarchy Manager

window appears.

In the

Select Existing Hierarchies

column, select a hierarchy that you want to copy.

In the

Select Root Entity

column, configure the following root entity settings:

In the

Root HM Entity

field, select the HM entity you want to use as the root node.

The Provisioning tool uses the Root HM Entity to determine the root business entity for the hierarchy.

In the

New Hierarchy Name

field, enter a name for the hierarchy.

Click

Create New Hierarchy

The Hierarchy Designer opens.

Review the business entities and relationships and based on the issue, resolve the issue:

If there is a relationship loop at the root business entity, remove the relationship loop by deleting the relationship or editing the hierarchy to specify a new business entity as the root business entity.

The Provisioning tool supports relationship loops at the root business entity, but

Data Director

cannot display hierarchies for records with data loops at the root business entity level. For more information about guidelines for creating hierarchies, see Hierarchy Relationships.

If there are relationships with errors, select the relationship and review the relationship properties. Relationships with errors appear as red lines.

If there are business entity nodes with errors, select the node and review the business entity. Business entity nodes with errors appear with a red border.

Click

Save

Copying Hierarchy Manager Relationships Creating Hierarchy Relationships

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