Table of Contents

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  1. Preface
  2. Upgrade Overview
  3. Pre-Upgrade Tasks
  4. Database Tasks
  5. Application Server Tasks
  6. Hub Store Upgrade
  7. Hub Server Upgrade (In-place Upgrade)
  8. Process Server Upgrade (In-place Upgrade)
  9. Resource Kit Upgrade (In-place Upgrade)
  10. Post-Upgrade Tasks
  11. Search Configuration Upgrade
  12. Hierarchies Upgrade
  13. ActiveVOS Post-Installation Tasks for the Application Server
  14. ActiveVOS Post-Upgrade Tasks for Business Entity Adapter
  15. ActiveVOS Post-Upgrade Tasks for Subject Areas Adapter
  16. Appendix A: Troubleshooting the Upgrade Process
  17. Appendix B: Frequently Asked Questions
  18. Appendix C: Processing Existing ActiveVOS Tasks
  19. Appendix D: Configuring Metadata Caching

Upgrading from Version 10.1, 10.2, 10.3, or 10.4

Upgrading from Version 10.1, 10.2, 10.3, or 10.4

Hierarchy Relationships

Hierarchy Relationships

A hierarchy relationship is a parent-child relationship between business entities. A hierarchy contains a collection of hierarchy relationships between business entities. You can create multiple hierarchies to define the hierarchical relationships that are important to your organization.
Consider the following guidelines when you create hierarchy relationships:
  • You must specify a business entity as the root business entity.
  • You must define a direct or indirect relationship between the root business entity and each business entity in the hierarchy.
  • You can create a relationship loop from one business entity to the same business entity. For example, you might create a relationship from the Person business entity to the Person 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 example, in the Provisioning tool, you create a relationship loop at the Organization root business entity. In
Data Director
, if the Informatica record has a relationship to the Informatica record, then
Data Director
cannot display the hierarchy for the Informatica record.
The following image shows a sample hierarchy in the Provisioning tool:
The Hierarchy Designer displays the Organization hierarchy. The Organization business entity is the root business entity. There is a relationship from the Organization business entity to the Household business entity. There is a relationship from the Household business entity to the Person business entity.

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