Use the Provisioning tool to create hierarchy relationships and network relationships between business entities. Then in Data Director, business users can use the
Hierarchy
view and
Network
view to create and manage relationships between records.
If you are upgrading from a version prior to 10.4, you might have business entity relationships in the Provisioning tool or hierarchy relationships in Hierarchy Manager. When you upgrade to 10.4, the Provisioning tool automatically converts the business entity relationships to network relationships.
If you have relationships in Hierarchy Manager, review the relationships and determine which relationships you want to continue to use. Then based on your requirements, determine which relationships you want to copy and create as hierarchy relationships or network relationships. Use the Provisioning tool to copy the relationships in Hierarchy Manager and create them as hierarchy relationships or network relationships.
The following diagram walks you through the steps: