You need to be familiar with the data and decide which relationships to establish before you configure the hierarchy. For this tutorial, we have product records that we want to classify into different product groups. This tutorial describes the steps to configure the product hierarchy.

To configure the product hierarchy, perform the following steps:

Create the Product entity base object. The Product entity base object stores the data for the Product Group entity type and the Product entity type.
Create the entity types:
Create the Product entity type. The records that contain the data for each product will be a Product entity type.
Create the Product Group entity type. The product categories in the hierarchy will be a Product Group entity type.
Create the Product Rel relationship base object. The Product Rel relationship base object stores the data for the Product Group is parent of Product Group relationship type and the Product Group is parent of Product relationship type.
Create the relationship types:
Create the Product Group is parent of Product Group relationship type.
Create the Product Group is parent of Product relationship type.
Create a hierarchy configuration. The hierarchy configuration associates the entity types, relationship types, and hierarchy profile with a hierarchy.
Add the relationship types to the default hierarchy profile. When you add the relationship types to the hierarchy profile, the entity types that are associated with the relationship types are also added to the hierarchy profile.
Create the packages. The packages and associated queries define the data that a user can access in the Hierarchy Manager:
Create the Product entity object package.
Create the Product Rel relationship object package.
Assign the packages:
Assign the PKG Product package to the Product entity type.
Assign the PKG Product package to the Product Group entity type.
Assign the PKG Product Rel package to the Product Group is parent of Product Group relationship type.
Assign the PKG Product Rel package to the Product Group is parent of Product relationship type.
Configure the display of data in the Hierarchy Manager:
Configure the entity object label for each entity type.
Configure the entity object tooltip text for each entity type.
Configure the relationship object tooltip text for each relationship type.
Configure the entity lists for each entity type.
Configure the relationship lists for each relationship type.
Configure the entity search fields for each entity type.
Configure the relationship search fields for each relationship type.
Configure the entity search results for each entity type.
Configure the relationship search results for each entity type.
Configure the entity details for each entity type.
Configure the relationship details for each relationship type.
Configure the editable entity fields.
Configure the entity creation fields for each entity type.
Configure the relationship creation fields for each relationship type.