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. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Designing an Unmerge Task Layout

Designing an Unmerge Task Layout

You can design a record view layout to manage unmerge tasks in the Task Manager. Add the Cross-reference Records component, and add any secondary or custom components that you want.
  1. Click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
    appears.
  2. Click
    Create
    Record View Layout
    .
    The
    Properties
    page appears.
  3. Click
    Layout Type
    Unmerge Task
    .
  4. Define the properties of the layout.
    1. Specify the following properties:
      Property
      Description
      View Name
      Label for the option. The view name appears as a tab in an opened record in
      Data Director
      .
      Layout Name
      Label for the layout that you design. After you design and publish the layout, the label appears in the
      Layout Categories
      panel in the Layout Designer.
      Layout ID
      Label used for generating a system ID.
      Description
      Optional. A meaningful description to identify the layout.
      List Option Icon
      Optional. Icon for the list option. The list option icon appears in the
      View
      list in
      Data Director
      .
      List Order
      Optional. Placement of the view name in the list of tabs in the opened record in
      Data Director
      .
    2. Choose the business entity for which you want to design the layout.
      For example, choose
      Person
      .
  5. Click
    Next
    .
    The
    User Roles
    page appears.
  6. Select the user roles that can access the record view layout, and click
    Next
    .
    To create user roles, use the MDM Hub Console.
    The
    Purpose
    page appears.
  7. Select the
    View or edit records
    option, and click
    Next
    .
    The
    Template
    page appears.
  8. Select a template that supports how users will interact with the record view layout, and click
    Next
    .
    Primary components require more horizontal space than other components. When designing record view layouts, select a template with a panel that is big enough to display a primary component.
    The
    Design
    page appears.
  9. Drag components into the workspace.
    1. Drag the Cross-reference Records component into the workspace.
      Drag only one primary component into the workspace.
    2. To display related information, drag secondary or custom components into the workspace.
    The following image shows the
    Design
    page with the Cross-reference Records component and the Source Systems component in the workspace:
  10. Click
    Save
    .
    The changes are saved to the temporary workspace.
  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.
The layout appears in
Layout Categories
panel. When users manage unmerge tasks in the Task Manager, the record view layout designed for their user role appears in the review panel.

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