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English
  • Multidomain MDM 10.4
  • All Products

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

Provisioning Tool Guide

Provisioning Tool Guide

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Step 4. Configure a Hierarchy Relationship

Step 4. Configure a Hierarchy Relationship

Configure the relationship between two business entities in a hierarchy. For example, you have an Organization Structure hierarchy with the Organization business entity as the root node and the Person business entity as a node. You want to configure the relationship between the Organization business entity and the Person business entity. The relationship might be that Organization employs Person.
  1. Hover over the business entity from which you want to create a relationship.
    The add icon and arrow icon appear.
  2. Click the arrow icon, and then release the arrow over the node to which you want to create a relationship.
    For example, on the Organization business entity, click the arrow icon, and then release the arrow over the Person business entity.
  3. To define an relationship between nodes, perform the following actions:
    1. Select the red arrow between two business entity nodes.
      The relationship properties appear in the properties panel.
    2. In the properties panel, specify the following relationship properties:
      Property
      Description
      Name
      Unique name for the relationship.
      Description
      A meaningful description for the relationship.
      Data-driven Relationship based on
      Lookup field that dynamically defines the relationship between records.
      A data-driven relationship uses data in lookup tables to define relationships between records in
      Data Director
      .
      For example, you create a relationship from the Organization business entity to the Person business entity. The relationship is data-driven based on the relName field. Then in
      Data Director
      , when users create a relationship from the Informatica record to the John Smith record, the relationship is defined as Employee. Or, when users create a relationship from the Informatica record to the Jane Smith record, the relationship is defined as CEO.
      Label
      Label for the relationship that appears in the
      Data Director
       user interface.
      Label Format
      Indicates whether you want to show labels on the user interface.
      Exists Format
      Title to display when you view the relationship.
      No Fields Format
      Title to display when all the fields in the Exists Format have NULL values.
      Parent Constraint
      The column that the foreign key points to.
      Child Constraint
      The column that the foreign key points to.
    3. Click
      Apply
      .
  4. To copy relationship properties from system-suggested similar relationship, perform the following actions:
    1. Select the red arrow between two business entity nodes.
      The relationship properties appear in the properties panel.
    2. In the properties panel, hover over the bulb icon and select the
      Similar Relationships Identified
       link.
      The Copy Properties window appears.
    3. In the
      Similar Relationships
       panel, select a relationship with properties that you want to copy.
    4. In the
      Select Properties to Copy from
       panel, select the relationship properties that you want to copy.
    5. Click
      OK
      .
    6. Click
      Apply
      .
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