Informatica MDM Multidomain Edition (Version 9.6.1) Informatica Data Director User Guide

Transcription

1 Informatica MDM Multidomain Edition (Version 9.6.1) Informatica Data Director User Guide

2 Informatica MDM Multidomain Edition Informatica Data Director User Guide Version September 2013 Copyright (c) Informatica Corporation. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS (a) and (a) (1995), DFARS (1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. 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4 Table of Contents Preface.... vi Informatica Resources.... vi Informatica My Support Portal.... vi Informatica Documentation.... vi Informatica Web Site.... vi Informatica How-To Library.... vi Informatica Knowledge Base.... vii Informatica Support YouTube Channel.... vii Informatica Marketplace.... vii Informatica Velocity.... vii Informatica Global Customer Support.... vii Chapter 1: Introduction to Informatica Data Director Informatica Data Director Overview Informatica Data Director User Interface Header Area Dashboard Tab Data Tab Tasks Tab Display Preferences Dashboard Layout Tables Layout Language Display Setting the Login Page and Configuration Manager Default Display Language Logging In to Informatica Data Director Chapter 2: Tasks Tasks Overview Task Attributes Task Status Entity States Task Operations Task Management Task Administration Creating a Task Editing a Task Table of Contents i

5 Chapter 3: Search Search Overview Key Concepts Types of Searches Search for Data Advanced Search Key Steps for Building an Advanced Query Logical Operators Conditional Operators Comparison Operators Sample Query Definitions Known Limitations Chapter 4: Data Management in Informatica Data Director Data Management Overview How Data is Represented in IDD Entity Views Navigation Tips Smart Lists Smart Lookups Calendars for Date Fields Bookmarks Entities and Attributes Source Systems and Source Records Trust and Entities with Trusted Values Master Entities Relationships, Relationship Types, and Hierarchies Managing Entities Opening an Existing Entity Add a New Entity to a Subject Area Adding an Entity Display Aggregated Period for Timeline-Enabled Entity Sending an Entity for Approval Editing an Entity Creating Filters for Child Records Find Duplicates (Potential Matches) Find Merge Candidates Delete an Entity Switch Between Form and Table View Show System Columns View Relationships for an Entity Create a Task for an Entity ii Table of Contents

6 Show the Bookmark Merging Data Merge Steps Find Duplicates (Potential Matches) Find Merge Candidates Add a Record to the Merge List Remove a Record from the Merge List Merge Records on the Merge List with the Current Entity Queue a Record for Merge Export Data Export Primary Object Data Exporting the Primary Object Data Exporting Data Using Search Package Viewing Relationships and Hierarchies Show the Hierarchy View Flyover Panels Change Layout Options Define Filters Show or Hide Filter Hierarchies and Relationship Types Select Filter Options Show Legends for Entity Types and Relationship Types on the Canvas Preferences Toolbar Commands Hierarchy View for an Effective Date Add a New Entity Search Show History Expand to Full Screen Export the Graph to a JPG File Show the Bookmark for this Hierarchy View Remove Selected Entities From the Hierarchy View Delete Selected Entity Actions for an Element on the Canvas Select an Entity View Details View System Columns View Inactive Relationships for an Entity View Inactive Relationships for All Entities View Cross References View History Show Direct and Indirect Relationships Hide Entities Hide Children Table of Contents iii

7 Edit an Entity Delete an Entity Create a Task Find Duplicates Find Merge Candidates Open in a New Tab Merge Records Manage Relationships Show Relationship Information View Relationship Details Edit Relationship Details View Entity Details Add an Entity to Canvas Remove an Entity from Canvas End a Relationship Between Entities Delete Relationship Delete All Relationship Periods View Relationship History Add a Relationship Between Entities Viewing Cross References (XREFs) Key Concepts Cross Reference View Overview Show Trust Scores and Override an Attribute Value Show Only Records with Trusted Values Show System Columns for a Cross Reference Show the Raw Record for a Cross Reference Showing Pending Cross References Update Cell Data Unmerge Data Unmerge Cross Reference Only Unmerge Cross Reference With Lineage Viewing History Types of Change Events View the Change History of an Entity View Change Event Details View a Snapshot of an Entity View Base Object Change Details Change the Visible Data Range Show or Hide Merge Events Show or Hide Cross Reference Events Enlarge or Reduce the Timeline View all the Effective Periods of an Entity iv Table of Contents

8 Chapter 5: Data Import Data Import Overview Data Import Template Enabling Data Import Importing the Data Import Template Importing.xlsx Data Importing.csv Data Appendix A: Shortcut Reference Keyboard Shortcuts Keyboard Shortcuts for the Calendar Keyboard Shortcuts for Tasks Keyboard Shortcuts for Search Results Keyboard Shortcuts for the Data View Data View More Actions Menu Child Tabs Child Tab Table View Context Menu Index Table of Contents v

9 Preface The Informatica Data Director User Guide contains information about how you can create, consume, manage, and monitor master data. This guide is written for business users, data stewards, and IT managers who are responsible to manage master data. This guide assumes that you have a basic understanding of the Informatica MDM Hub architecture and are familiar with key concepts of the Informatica MDM Multidomain Edition Hub. Informatica Resources Informatica My Support Portal As an Informatica customer, you can access the Informatica My Support Portal at The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, Informatica Product Documentation, and access to the Informatica user community. Informatica Documentation The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from Informatica Web Site You can access the Informatica corporate web site at The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services. Informatica How-To Library As an Informatica customer, you can access the Informatica How-To Library at The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes vi

10 articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks. Informatica Knowledge Base As an Informatica customer, you can access the Informatica Knowledge Base at Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through at Informatica Support YouTube Channel You can access the Informatica Support YouTube channel at The Informatica Support YouTube channel includes videos about solutions that guide you through performing specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel, contact the Support YouTube team through at or send a tweet Informatica Marketplace The Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions available on the Marketplace, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at Informatica Velocity You can access Informatica Velocity at Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com. Informatica Global Customer Support You can contact a Customer Support Center by telephone or through the Online Support. Online Support requires a user name and password. You can request a user name and password at Preface vii

11 Use the following telephone numbers to contact Informatica Global Customer Support: North America / South America Europe / Middle East / Africa Asia / Australia Toll Free Brazil Mexico North America Toll Free France Germany Italy Netherlands Portugal Spain Switzerland United Kingdom Standard Rate Belgium France Germany Netherlands United Kingdom Toll Free Australia Asia Pacific China viii Preface

12 C H A P T E R 1 Introduction to Informatica Data Director This chapter includes the following topics: Informatica Data Director Overview, 1 Informatica Data Director User Interface, 2 Display Preferences, 3 Logging In to Informatica Data Director, 6 Informatica Data Director Overview Informatica Data Director is a data governance application that you use to create, manage, consume, and monitor the master data. Informatica Data Director provides an interface to data that is stored and managed by the Informatica MDM Hub. The Informatica MDM Hub stores and consolidates the master data. IDD uses the Informatica MDM Hub infrastructure for metadata and configuration storage needs. Informatica MDM Hub leverages the Informatica MDM Hub APIs for all data operations. You use the IDD application to perform the following activities: Create high quality master data, and work individually or collaboratively across your business. Manage duplicates and resolve matches Approve and manage updates to master data Create and assign tasks to users. Search all master data from a central location, and view master data details. Track lineage and history, audit master data for compliance, and customize dashboard. 1

13 Informatica Data Director User Interface The Informatica Data Director user interface contains views to display task data and master data. Set the screen resolution to 1280 x The interface has the following screen area and tabs: The header area is the area at the top of the page. The header area contains information about the user role, the online help document, and the Log Out button. The Dashboard tab contains visual summary of the tasks, master data, and other external links. You use the Data tab to search, create, edit, view history, and view hierarchy of the master data. The Tasks tab provides an overview of the tasks assigned to you or to other users. You can customize the top-level tab to add additional tabs. You can configure the top-level tab to contain a page requested from an external URL. Header Area The Header area contains the role name of the user and the Log Out button. The About link provides access to the version information of the Informatica MDM Hub and the Help link includes the online help document for the IDD application. Dashboard Tab The dashboard page contains one or more grid that gives you a visual summary of the master data, tasks, and other external links. The Dashboard page includes the following components: My Tasks section contains a list of tasks assigned to you for further action. Charts help you picture data in a graphical format. You can use the External Links to display pages either requested from an external URL or custom HTML Data Tab You use the Data tab to search and manage your master data. The Data tab includes the following menus: The Search menu to search for data. The New menu to add master data for a Subject area groups or subject area, for example Customers or Products. Tasks Tab You can view and action the tasks assigned to you or to other users. A task is an element in a workflow. A workflow is a set of events, tasks, and decisions that you perform on a record to achieve business objectives. In a workflow, you can assign tasks to multiple users. You can collaborate with other users to complete all the tasks defined for a record. The Tasks tab includes the following sub-tabs: 2 Chapter 1: Introduction to Informatica Data Director

14 Inbox The Inbox lists the tasks assigned to you. You can view all the open, assigned, and unassigned tasks. The Inbox displays the same information as the My Tasks option in the Dashboard tab. Completed Tasks The Completed Tasks tab lists the tasks that you have completed. You can view details of the tasks such as task lineage and task details. You can also refresh the list of tasks and filter the list of tasks. My Workflows he My Workflows tab lists the tasks assigned to other users and the tasks includes you as an originator or participant of the task in the workflow. Task Administration If you have the administrative access, you can view and administer the tasks that are assigned to other users and also the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, by changing the task priority, adding comments, and setting the due dates. You can perform the following actions in the Task Administration: Refresh the tasks Reassign the tasks View Task Details View Task Lineage Open the tasks Filter the tasks Note: To select multiple rows in the task table, press and hold the Ctrl key while you click other rows that you want to select. Display Preferences You can personalize and change the appearance of the Dashboard layout. You can also personalize the sequence in which the information appears in the table view. Dashboard Layout To rearrange the order and position of items on your Dashboard, click Change Layout in the lower left of the Dashboard. In the Change layout dialog box configure your settings and then click Save. Change the Number of Display Columns in the Dashboard To specify the number of items to be displayed horizontally, click Change Layout at the lower left of the Dashboard. In the Change layout dialog box enter the Number of columns in the layout. For example, to spread charts horizontally, increase the Number of columns in the layout. To stack charts vertically, reduce the Number of columns in the layout. Show or Hide Items in the Dashboard You can personalize your IDD Dashboard by selectively showing or hiding the items in the Dashboard layout. To hide or show an item in the Dashboard layout, click Change Layout in the lower left of the Dashboard. The Display Preferences 3

15 Change layout dialog box appears. The following list provides the information on how to hide or show an item in the Change layout dialog box: To hide an item, select the item in the Selected Items list and then click Remove. To hide all items, click Remove All. To show an item, select the items in the Available Items list and then click Add. To show all items, click Add All. Change the Display Order of Items on the Dashboard You can change the order in which the items are displayed on the Dashboard. For example, based on your personal preferences, you can display the My Tasks Inbox either top or bottom of the dashboard layout. IDD displays items in the order they are listed in the Selected Items list in the Change layout dialog box. To change the display order of the items in the dashboard layout, click Change Layout in the lower left of the Dashboard. The Change layout dialog box appears. In the Change layout dialog box, in the Selected Items list, you can move the items to list them to a desired order by using the Up or Down or First or Last button. Collapse and Expand Items in the Dashboard You can collapse (hide) and expand (show) charts or external links on the Dashboard. To hide or expand the items in the dashboard, perform one of the following steps: To hide a visible item, click the associated Collapse button. To show a hidden item, click the associated Expand button. Tables Layout You can change the way information is displayed in tables. Sort Data in Columns To sort a column in the table, click the column heading of the column. You can toggle between ascending and descending sort by repeatedly clicking the same column header. Change the Column Order You can change the order in which columns are displayed in a table. The following list provides the options to customize the table: For tables without the Customize Table button, you can change the sequence of columns, by dragging the column headers. IDD displays the saved settings the next time you log in to IDD. For tables with the Customize Table button, you click the button to rearrange the order, and then click Save. Show or Hide Columns You can selectively hide or show columns in a table. For example, to hide columns that contains less relevant information or to widen the other columns. The following list provides the options to show or hide columns in the table: To hide a column, select it in the Selected Items list and then click Remove. To hide all columns, click Remove All. To show a column, select it in the Available Items list and then click Copy. To show all columns, click Copy All. 4 Chapter 1: Introduction to Informatica Data Director

16 Language Display You can change the user interface to a different language of the Informatica Data Director. Note: English is the only available language for version 9.6 of MDM Multidomain Edition for Microsoft SQL Server. In the Informatica Data Director Configuration Manager, you can set the default locale for the Informatica Data Director application. The Informatica Data Director application displays the default language of the user interface the first time you log in. You can change the language of the user interface for the Login page. Informatica Data Director stores the information about the language you last used for the Login page. When you view the Login page the next time, Informatica Data Director displays the last used language of the user interface. After you log in to Informatica Data Director, you can select a language in the header area. Informatica Data Director displays all the elements of the interface, such as control buttons, forms, menus, and navigation links in the selected language. Informatica Data Director stores the information about the language you last used. When you log in the next time, Informatica Data Director displays the last used language of the user interface. Setting the Login Page and Configuration Manager Default Display Language You can run a script to set the language that displays in the Informatica Data Director login page and the Configuration Manager user interface. The script does not set the default display language of the Informatica Data Director application. You can set the display language of the Informatica Data Director application from a drop down menu within the application. When you set the login page and Configuration Manager default display language, the language setting of your web browser is ignored. 1. Run the following script to set the language code for the globallocale parameter: INSERT INTO CMX_SYSTEM.C_REPOS_DS_PREF_DETAIL ( ROWID_DS_PREF_DETAIL, CREATE_DATE, CREATOR, LAST_UPDATE_DATE, UPDATED_BY, ROWID_DS_PREF, NAME, VALUE ) VALUES ( 'MST1.5AB', sysdate, 'admin', sysdate, 'admin',(select ROWID_DS_PREF FROM CMX_SYSTEM.C_REPOS_DS_PREF where name = ' SYSTEM_PREFERENCES_ROOT '), 'globallocale', '<ISO language code>' ); The ISO language code is a two letter code that represents the language. For example, the country code 'ja' represents Japanese. If you do not set a valid ISO language code, the display language is English. 2. Restart the application server. Display Preferences 5

17 Logging In to Informatica Data Director You use a web browser to log in to Informatica Data Director. 1. Open a browser. 2. In the Address field, enter the following URL for the login page: name>:<port>/bdd In the URL, host name is the machine that hosts the Informatica MDM Multidomain Edition server and the port specifies the port on which Informatica MDM Multidomain Edition server is running. 3. Enter the Login Name and Password. 4. Click Log In. The Dashboard layout appears. Note: Your session s time-out after a period of inactivity. You must log in to the Informatica Data Director application to continue your session. 6 Chapter 1: Introduction to Informatica Data Director

18 C H A P T E R 2 Tasks This chapter includes the following topics: Tasks Overview, 7 Task Attributes, 8 Task Status, 9 Entity States, 10 Task Operations, 10 Task Management, 11 Task Administration, 12 Creating a Task, 13 Editing a Task, 13 Tasks Overview A task represents a predefined step in a user's business process. Workflow consists of a sequence of connected steps. Informatica Data Director provides workflow support to create and edit a task, assign task to users, and approve or reject a task. Informatica Data Director allows authorized users to participate in a workflow. The user role determines the privileges and the actions that you can perform on a task. For example, a user with a manager role or a supervisor role is authorized to review and either approve or reject changes to an entity. In a task, an action has a specific outcome on an entity. A task can have multiple actions, but you can perform a single action at a time. Informatica Data Director allows authorized users to perform an action. You can perform the following actions on a task: Submit a change for approval Escalate the task to user with higher authority for assistance Reassign the task to user for assistance Commit changes made to an entity Approve or reject changes made to an entity Merge or unmerge entities Save changes for a task 7

19 Cancel a task Location My Tasks Inbox on the Dashboard Tasks tab Description On the Dashboard, the My Tasks area provides an inbox of tasks that are currently assigned to you for further action. You can scan your inbox to see the task priority, status, description, due date, and associated subject area. The inbox includes a navigation bar to jump between tasks and allows you to specify the number of records per page. The Tasks tab can display your tasks inbox, completed tasks, workflows, and (if you have administrative access) task administration. This topic provides instructions for both places. Tip: The tasks and actions available to you in your IDD application depend on the role(s) associated with your user account. If you have questions, contact your Hub Administrator. To work with a task, open it by double clicking it in the My Tasks inbox or by selecting it and clicking Open Task. To take action on an open task, click Task Actions to see a list of available actions. The My Tasks inbox is a table. You can change the display order of rows and columns. You can also selectively show or hide columns. Hover the mouse over the pane with the column name, open the combo box, and configure which column to show. Click Refresh periodically to update your My Tasks inbox with the latest tasks. Task Attributes You must specify the task attributes to perform a task. The following section describes the task attributes: Title Priority Due Date You must specify a brief description about the task for the Title attribute. A task can have a high priority level, normal priority level, or low priority level. Tasks with a high priority level are identified by an upward arrow in a red circle. Tasks with a low priority level are identified by a downward arrow in a blue circle. Tasks with a normal priority level are identified by an empty cell. Task priority indicates the level of importance for completing the task. You can sort tasks based on the task priority. You must specify the date by which the task has to be completed. Task Types A task defines a set of actions that you can perform on an entity. The types of actions you perform depend on the type of task assigned to you. 8 Chapter 2: Tasks

20 The following table describes tasks types: Task Types Update with approval Update with optional approval Review no approval Final review Merge Unmerge Update Rejected Record Description Update a record and require the entity to go through an approval process before completing the task. Update a record but do not require the entity to go through an approval process before completing the task. The approval step is optional. Review a change and either escalate or reject the task. You cannot approve this task and the requires another user to review the changes. Review a change and approve, reject, or escalate the task. Merge records Unmerge a cross-reference record from an entity. Update a record that has been rejected. Subject Area Assign To Informatica Data Director specifies the subject area of the entity associated with the task. You must specify the user to whom the task needs to be assigned. Comments You must enter comments to provide a brief explanation of the task. Comments provide additional information to users in the workflow who view the task. For example, if you submit a task for approval, you can provide additional explanation of why the task should be approved. Task Status You can view the status of the tasks participating in the workflow.. To filter the tasks by task status, click the Completed Tasks tab, choose one of the options in the Show Workflow drop-down to filter the tasks by task status in Informatica Data Director. The following table lists the options in the Show Workflow drop-down: Option All In Progress Completed Description Shows all completed tasks. Shows the tasks participating in the workflow and are in progress. Show only workflows that are completed. Task Status 9

21 Entity States All the entities participating in an approval workflow is assigned to an entity state. The following table lists the entity states for an entity participating in an approval workflow: State ACTIVE PENDING DELETED Description This is the default state of an entity. An entity in ACTIVE state can participate in a workflow. Wehn an entity particiaptes in a workflow and is yet to be approved, the entity state is set to the ACTIVEstate. Informatica Data Director indicates when an entity is in a PENDING state. An entity in the DELETED state is soft deleted and is no longer available in the Informatica Data Director. Entity in DELETED state is excluded from most operations that you perform in the Informatica Data Director. This entity is not physically removed from the system For a task, if the entity state of the associated record is in the ACTIVE state, to edit and save changes to the record click the Apply icon and then click More Actions > Save. When you create a task, Informatica Data Director saves the changes made to the record in the pending XREF table. After you save the record Informatica Data Director displays the record from the Base Object. For a task, if the entity state of the associated record is in the PENDING state, to edit and save changes to the record click the Apply icon and then click More Actions > Save Pending Changes. When you create a task, Informatica Data Director saves the changes made to the record in the pending XREF table. After you save the record Informatica Data Director displays the record from the pending XREF table. Task Operations The objective of a task is to verify that an entity is ready to move to the next stage in a workflow. The steps you take to complete a task depend on the type of task and the entity state. You can view and manage tasks either in the Dashboard tab or in the Tasks tab. You can perform the following operations on a task: Send a Task for Approval For a business process, any changes to an entity may require another authorized user such as a manager to review and approve the changes to the entity. If you send a task for approval, the task appears in the approver's Inbox. When you send a record for approval, the state of the entity remains in the PENDING state until the authorized user has approved it. Note: When a new record is sent for approval, a new entry is inserted in the Base Object and in the XREF table. For an existing record, a new entry is inserted in the XREF table. Reassign a Task You can reassign a task to another reviewer such as a colleague or manager for additional assistance. You can make changes to the record and add an additional note to the task. You must assign another user to review the task. After you reassign the task, the task appears in the Inbox of the user to whom it is reassigned. 10 Chapter 2: Tasks

22 Escalate a Task You can escalate a task to another reviewer for assistance. When you escalate a task, Informatica Data Director changes the task type of the task. You can make changes to the record and add an additional note to the task. The task appears in the Inbox of the user to whom the task is escalated. Review a Task If you are assigned as a reviewer for a task, you can open the task in your Inbox to view the task details and subsequently approve or reject the changes to the task. When you review a task to approve or reject the changes, you can identify the attributes that is modified for the record. You will see an icon next to the changed attribute of the record. When you move the cursor over the icon, the mouse-over tip provides the information about the before and after value of that changed attribute. If there is changes to any of the attributes of the children or grandchildren object of the record, you will see an icon on the headers of the children tab. When you review a timeline-enabled entity, in the Task Details window, in the comments section, you can identify the attributes that is modified for the record and also view the effective period for the object. When you review a task, perform one of following action: To accept the proposed change or changes to the attributes of the record, click Approve. After the task is approved, the entity state is changed to ACTIVE. To reject the proposed change or changes to the attributes of the record, click Reject. The task is reassigned to the user who initiated the task. Task Management You use the Tasks tab to open your Inbox and work on the tasks assigned to you. In the Tasks tabs, you can use the Completed Tasks tab to also view the task completed by you. In the Tasks tabs, you can use the My Workflows tab to view the tasks assigned to other users and the tasks includes you as an originator or participant of the task in the workflow. If you are an administrator, you can also use the Tasks tab to access the Task Administration tab. The Task Administration tab displays tasks that are assigned to other users and also lists the unassigned tasks. If you filter the tasks by the due date, the table displays the tasks with a due date that is equal to or after the date you enter in the due date filter. You use the options on the Task Administration tab to perform the following operations: Open tasks to view the record associated to the task Assign tasks to users View the unassigned tasks Action the tasks The following table describes the various actions you can perform on a task: Action Cancel a Task Claim a Task Description You can cancel a task, if the task was created in error or to stop the task process for the record. When you perform the Cancel Task action, the task is excluded from further actions and any pending data associated with the task is deleted. The history of the task is retained as a log. If a task is open and unassigned, you can click Claim Task to assign the task to yourself. Task Management 11

23 Action Copy an Entity Associated with a Task Delete an entity Filter Items Shown in the Task List Refresh the Tasks List View the Hierarchy Show the Task Lineage More Actions View Task Details Open a Task Description To copy the entity associated with the task, click Copy. The entity is copied and the new record is shown in the data view. If you want to delete the entity associated with the task, Click More Actions > Delete, and then confirm deletion. The task is removed from your list and the entity state is changed to DELETED. You can use filter to show only the tasks that meet specific criteria such as to display high priority tasks or overdue tasks. To enable the filter, click Filter On. In the task table, in the horizontal bar, in the column titles, you can specify the filter criteria by entering the filter value or by selecting a value in the drop-down list or from a selection window icon. To view the most recent details of the data in your task list, click Refresh. This command retrieves the latest task information from the database. To view the hierarchy details for the entity associated with the task, click the View Hierarchy icon. To view the task history of the record, click Task Lineage. The task lineage dialog box displays the task details and the list of all the associated tasks in the workflow. You can click the More Action button in the task to perform the following actions: - Find duplicate entity - Find merge candidates - Create a task - View cross references of an entity - View system columns of an entity - View bookmark of an entity - View history details of an entity - Copy an entity - Delete an entity To view the task details, click View Task Details or click the View Details icon. In the Tasks tab, in the Inbox, you can click Open Task or double-click the task to open a task. Task Administration If you have the administrative access, you can view and administer the tasks that are assigned to other users and also the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, by changing the task priority, adding comments, and setting the due dates. You can perform the following actions in the Task Administration: Refresh the tasks Reassign the tasks View Task Details View Task Lineage Open the tasks Filter the tasks 12 Chapter 2: Tasks

24 Note: To select multiple rows in the task table, press and hold the Ctrl key while you click other rows that you want to select. Creating a Task A task defines a set of actions that you can perform on an entity. It defines the task to be done, the user to do the task, and the due date of the task. Enter the prerequisites here (optional). Enter the context of your task here (optional). 1. Open a record 2. Click More Actions > Create Task. 3. In the Create Task dialog box, enter the details for the task attributes. 4. Click OK. Note: You can click More Actions > Create Task to create a task for an existing task. The record will be in an ACTIVE state in the repository. A task creation is initiated but no workflow is generated. This method is only used for notification of updates to users. Editing a Task You can edit the task to make changes to the task attributes. 1. Open a record. 2. To make changes to the task attributes, click Task Details. The Task Details dialog box appears. 3. Edit the task attributes 4. Click OK Note: You can edit the record associated with the task. To edit the record, click the Edit icon. While you are making changes to the record and if you want to set the record to the previous state, click the Revert icon. To save changes to the record, click the Apply icon and then the Save icon. Creating a Task 13

25 C H A P T E R 3 Search This chapter includes the following topics: Search Overview, 14 Advanced Search, 21 Search Overview IDD provides you with search tools that you can use to find data within subject areas and across subject area groups. IDD uses standard search criteria and functions, including wildcards. IDD provides three ways to search - Basic, Extended, and Advanced - to give you the best chance at retrieving the data you want. Tip: Basic Search uses simple text comparisons (including wildcards) to retrieve data based on your search criteria. Basic Search is case sensitive: uppercase and lowercase letters do not match, so you must be precise when specifying search criteria. Extended Search uses internal match logic (including "fuzzy" - or probabilistic matching) and match-enabled attributes to retrieve data. For Extended Search: - Only match-enabled attributes are searchable. Other attributes are unavailable (grayed out). - There is at least one required attribute (indicated by an asterisk) that you must specify in your search criteria. - If Extended Search is not available (grayed out) on the Search tab, it means that the selected subject area or subject area group does not have an available match-enabled attribute. Advanced Search allows you to build complex queries instead. Current search criteria is displayed at the top of your search results for easy reference. If you have a query you use frequently, consider setting this as your default query. Depending on your environment, in addition to searching with a subject area, you might be able to search across all subject areas within a subject area group. Key Concepts Queries and Results A query is a request for information. When you tell IDD to run a query, IDD retrieves the information you requested and displays the results (findings) of the search back to you. 14

26 What a Query Defines In IDD, a query defines the following: Where to search (subject area or subject area group) What to look for (search criteria that describe the information to retrieve) How to sort the results Public and Private Queries A query is either: Private: A query that you create and only you can see. Public: A query that is shared with others. Others can run a public query, but only the owner (creator) can change its definition. Types of Searches There are two types of standard searches: basic and extended. Advanced search is used to construct more complex queries. When a query is open, IDD displays its search type. Basic Search Consider using a Basic Search when: you can get reliable results by providing exact text matches and wildcard patterns (or lookup values) in your search criteria you need to search on all available attributes Tip: Basic Search is case sensitive. You can use a wildcard character in place of a character that could be either uppercase or lowercase. Example: %upplies. Extended Search Extended Search looks for data using special matching logic and match-enabled attributes. Consider using Extended Search when: You want to expand your search because you did not get the expected results from a Basic Search. You want to search using fuzzy logic, which can make reliable matches by taking into account spelling variations, possible misspellings, and other differences that can make matching data non-identical. For example, using fuzzy logic, you can match on variations of the word "Street", such as "St." or "St". Tip: Extended Search is always case-insensitive. If you use Extended Search: Fewer attributes might be available to search on. For Extended Search, you can search only on attributes that are configured as match-enabled attributes. On the Search tab, attributes that are not match-enabled are unavailable (grayed out) for search. On the Search tab, one attribute (identified by an asterisk) is always required. Note: In order to optimize results and performance, you must define extended searches appropriately. Search Overview 15

27 When running an extended search, you can view the match score for the searched query. Using the match score, you can determine how proximate the search result is when compared to the searched query. The maximum value for a match score is 100. Advanced Search Use the Advanced Query Builder to construct complex queries. Wildcards in Basic Search In your search criteria for Basic Search, wildcards are special search symbols that allow you to specify a text pattern instead of specific characters. You would use wildcards to increase your chances of finding the data you want, particularly if you did not know the exact text or were searching for text that is very similar. Note: Wildcards are used in Basic Search only. They are not needed in Extended Search because searching is fuzzy by default. IDD allows you to use two different wildcard characters asterisk (*) percent sign (%) Their usage and effect on search is identical. These characters are interchangeable, so you can use either one. You can use wildcards in two different ways: Wildcard Represents Placeholder for all characters to the end Placeholder for a single character Description The search looks for the characters to the left of the wildcard, and accepts any characters thereafter. For example, if you specified the following search criteria for First Name: Mar* or Mar% IDD could return results for: Mary, Mark, Marilyn, Marty The search accepts any single character in the position of the wildcard. For example, if you specified the following search criteria for First Name: T*m or T%m IDD could return results for: Tim, Tom Tip: When using wildcards in Basic Search, make sure that you have positioned the wildcard character correctly. Incorrect placement can yield unexpected search results. Search for Data Open a Search Tab You can open a search tab to perform data search. 16 Chapter 3: Search

28 To open a search tab, perform the following steps: 1. Click the Data tab. 2. Click Search in the toolbar. Note: When opening multiple search tabs, each search tab is labeled by the search query name, so that you can distinguish each search action. You can open multiple search tabs to perform different types of data search within subject areas and across subject area groups. You can set a saved query as default and this default saved query is displayed when you perform a new search. Open a Saved Query To run a query, you must first open it so that it appears in the Search tab. You can open any available query listed on the Saved Queries tab. Available queries are queries that you have created, as well as queries that others have made public. To open a query, on the Saved Queries tab, either select and then double-click the query name, or select the query name and click Open Query. The Search tab displays the opened query. Note: To open any existing query listed in the Saved Queries tab: You must have at least READ privileges on the columns selected for the query, READ privileges on the Subject Area, and READ privileges on the package that is configured as the search package in the configuration manager tool for the Subject Area. Specify Search Criteria Once you have an open query on the Search tab, you can specify the search criteria that describes the data you are looking for. You must specify search criteria for any required attribute, which is indicated by an asterisk (*). If Extended Search is not available (grayed out), it means that the selected subject area does not have available match-enabled attributes. If you select Extended Search, only match-enabled attributes will be available. Unavailable attributes are grayed out. You will not be able to specify search criteria for unavailable attributes. For Basic Search, you can use wildcards to specify text patterns for searching. If a selected attribute is configured as a lookup (for example, a list of countries), you will see a drop-down list of values to search on. Note: For a timeline-enabled primary object, you can perform a search query for an effective date by specifying the search criteria and the effective date in the Search tab. If you are performing a search for a timeline-enabled entity and if the effective period is blank, the data in the search result is based either on the current effective date or from the base object value. To clear the search criteria, click More Actions and choose Reset. To clear the selection in a drop-down list, click DELETE or BACKSPACE. Run a Query To run a search using the search criteria you have specified, click the Run Search button. IDD runs the search and displays the results (findings) in the results panel on the right side of the page. Search Overview 17

29 Key Steps for Running a Query Running a query involves the following steps: 1. Open a Search tab. 2. If the query is not already displayed on the Search tab, either open an existing query, or create a new one. To create an empty new query, open a search tab and choose More Actions > New. 3. Specify the search criteria for the query, including whether the query is a Basic Search or Extended Search. Depending on your query, you might be able to type keywords, use wildcards to search for patterns of text, and select items from drop-down lists. 4. Click Run Search to run the query. 5. Explore the results. Navigate to the Returned Results The results panel displays: The current search terms (your search criteria) The effective date specified in the search criteria for a timeline-enabled primary object. Search results (by subject area) Row of command buttons Table of returned entities for the subject area(s), or an empty table if no results were found You can customize the appearance of this table. Note: Using the Records per Page drop-down list, you can control the number of records displayed on each page. Command Menu Right-click an entity in the Search Results box to display a pop-up menu of available commands. Scroll Between Pages If your results are displayed across multiple pages, you can click the buttons on the navigation bar to go the first or last page, previous or next page, or type the number of the page that you want to go to and press ENTER. Show Entity Details You can display the details of any entity in the results table. For a quick glance, click the View Details icon, which displays a pop-up window of the entity details. To open an entity, double-click it in the results table. IDD opens a new tab showing the entity details. To open multiple entities at the same time, hold down the CTRL key, click the entities you want to open, and then click the Open button. IDD opens a separate tab for each opened entity. Show the Hierarchy View If available in your environment, you can show a hierarchy view of entities in the results table. To show the Hierarchy View, select one or more entities in the results table, then click the Hierarchy View button. For each selected entity, IDD opens a new tab that displays the entity in Hierarchy view. 18 Chapter 3: Search

30 Compare Entities to Search for Duplicates If available in your environment, you can do a side-by-side comparison of entities in the results table. You might want to do this, for example, to compare two very similar entities to determine whether they are duplicates. Duplicates are entities in which the data in certain columns (such as name, address, or organization data) is identical or sufficiently similar to be considered nearly identical. To compare multiple entities at the same time, hold down the CTRL key, click the entities you want to compare, rightclick, and then choose Compare... IDD opens the Potential Matches dialog with the entity details Export Search Results If available in your environment, you can export all or selected search results to a CSV file. Create a New Task You can create a new task by selecting an entity in the results table, right-clicking, and choosing Create Task. Build and Manage Queries On the Saved Queries tab, you can run the Query Builder to create, edit, and save your own queries based on subject areas or subject area groups. After you create a query, you can make it available to others by making it public. Create a New Query To create a new query: 1. On the Saved Queries tab, click the More Actions button and choose New > Standard (for both Basic and Extended queries). 2. In the Query Builder window, select the subject area or subject area group through which you want to search. 3. Expand the Available Attributes list and select (check) any attribute(s) that you want to include as search criteria for this query. Depending on how your IDD is configured, you might be able to search for data that is outside the selected subject area or subject area group (such as cross references or other subject areas). 4. In the Added Attributes list, rearrange the sequence of the attributes so that they appear in the order you want in the search query screen. Click an attribute, and then click a button to move it in the direction you want (First, Last, Up, Down). 5. If available, select the attribute by which you want the results table sorted, and specify the sort order (Ascending or Descending). 6. When finished, click OK. IDD displays the new query in the Search tab. Important: After you create a query, you must manually save the query if you want to use it again. You must save it before you build or open another query. More Actions Menu You can select a saved query and click More Actions to see available commands for this query. Reset a Query To clear any keywords or other data entered as search criteria in the search panel, click More Actions and choose Reset. Search Overview 19

31 Save a Query You can save a query that you want to use again in the future. Once you save it, IDD recognizes you as the owner (creator) of this query. To save a query that you have created or edited: 1. On the Search tab, click More Actions and choose Save. If you want to save it under a different name, click Save As instead. 2. In the Save window, you can specify a different query name (if you want). 3. Indicate whether you want to make this your default query (checked) or not (unchecked). 4. Depending on your environment and role, you might have the option to mark this query as Public, which allows others to use it as well. 5. Click Save. Edit a Saved Query To improve a query that you have previously created (if you are its owner), you can edit it and save the changes. You cannot edit queries that you do not own. To edit a query: 1. On the Saved Queries tab, right-click the query name and choose Edit. 2. In the Query Builder window, make the changes you want. 3. Click OK. 4. Save your changes. Rename a Query To rename a query that you have previously created (if you are its owner), on the Saved Queries tab, right-click the query name, choose Rename, type a different name, and click Save. Delete a Query To delete a query that you have previously created (if you are its owner), on the Saved Queries tab, right-click the query name and choose Delete Query. View Query Details To view query details, hover over the query in the Saved Queries tab. IDD displays a pop-up box that shows its subject areas / attributes, creation date, visibility (Public or Private), and owner. Set Your Default Query Select the search option in the Data tab to define a default query. If you have not defined a default query, the Saved Queries tab displays, allowing you to select a specific query. Your default query will be shown in bold text within the Saved Queries tab. The default query is the query that appears automatically when you first open the Search tab. Usually, this is the query that you expect to use most frequently in your job. Every user can set their own default query. By default, no default query is specified - the Search tab opens, but no query is displayed. You must explicitly designate the one that you want to use. You can change it later if you find that you are using another query more frequently. 20 Chapter 3: Search

32 To select your default query: 1. On the Saved Queries tab, select the query that you want to designate as the default query. 2. Either right-click and choose Set As Default, or click More Actions and choose Set As Default. Notice that the query name changes to a bold font. Show the Bookmark for a Query To show the bookmark for the open query in the Search tab, click More Actions, and choose Show Bookmark. You can share the bookmark with others by copying and pasting it into (for example) an or instant message. If the user has the appropriate permissions (for example, they must be authorized to create new search queries), when they open the bookmark, they launch the IDD application, login if required, and go directly to the bookmarked search. Export Queries When you migrate an IDD configuration from one environment to another, the saved search queries are not migrated. You can export the saved queries to the target environment, if you need to use them. To export a list of saved queries, use the following steps: 1. Go to the Saved Queries tab, click More Actions and choose Export Queries. 2. In the standard file downloading dialog click Save and select the directory/name of the xml file. 3. Click Save. Import Queries When you migrate an IDD configuration from one environment to another, the saved search queries are not migrated. You can import the saved queries from the source to the target environment, if you need to use them. To import a list of saved queries, use the following steps: 1. Go to the Saved Queries tab, click More Actions and choose Import Queries. 2. Click Browse in the dialog that appears and select your previously saved XML file with queries. 3. Click Import. Note: If a query with the same name as the query being imported exists in the system, then the existing query is overwritten. Default and Non-default properties of queries is not saved. Only queries without errors are imported. If some queries are not imported, then the message Some of the queries were not imported is displayed. View the Hub server log files for detailed error messages. Advanced Search Use the Advanced Query Builder to construct complex queries using free form query text. Advanced Search provides capabilities for specify search conditions that go beyond the capabilities of standard (basic and extended) queries. Advanced search criteria are used in the query's SQL WHERE clause. Advanced Search 21

33 Tip: Advanced Search uses SQL syntax and supports: - Logical operators - AND/OR/NOT - Exists, Not Exists, and Count conditions - Comparisons operators range comparison (=, >, <, >=, <=, Between) Be sure to validate your query syntax. You cannot save a query with invalid syntax. Key Steps for Building an Advanced Query 1. Create an empty new query. If no Search tab is open, click Search in the toolbar to open one. Choose More Actions > New > Advanced. 2. Select the subject area you want to search. 3. Select any attribute(s) you want to include in the search. 4. For each selected attribute, specify the search criteria (replace the question mark). Click Insert Count to include a count for attribute in your results. Click Insert Exists to include a test for the existence of data. 5. If you want, specify a sort order for the results. 6. Click Validate Query to verify the query syntax. Correct any syntax errors. 7. Click OK. The query must pass validation before it will be saved. Logical Operators Operator Description Example AND OR NOT Evaluates two conditional expressions and: - Returns TRUE if both conditions are TRUE. - Returns FALSE if either condition is FALSE - Otherwise returns UNKNOWN. Evaluates two conditional expressions and: - Returns TRUE if either condition is TRUE. - Returns FALSE if both conditions are FALSE. - Otherwise, returns UNKNOWN. Negates the conditional expression that follows. - Returns TRUE if the following condition is FALSE. - Returns FALSE if the following condition is TRUE. - If it is UNKNOWN, it remains UNKNOWN. MATCH_PATH_COMPONENT.C_MT_ADDRESS CITY_NAME = 'New York' AND COLUMN.C_PARTY ORGANIZATION_NAME = 'Informatica Corporation' MATCH_PATH_COMPONENT.C_MT_ADDRESS CITY_NAME = 'London' OR MATCH_PATH_COMPONENT.C_MT_ADDRESS CITY_NAME = 'Paris' MATCH_PATH_COMPONENT.C_MT_ADDRESS COUNTRY_CODE = 'USA' and NOT MATCH_PATH_COMPONENT.C_MT_ADDRESS CITY_NAME = 'Los Angeles' 22 Chapter 3: Search

34 Conditional Operators Operator Description Example Exists Count Returns true if at least one row meets the specified condition in the subquery. NOT EXISTS is also a valid construct. Returns the number of rows that meet the specified condition. EXISTS(C_MT_PERSON_DETAILS, MATCH_PATH_COMPONENT.C_MT_PERSON_DETAILS BIRTH_CITY = 'NEW YORK') COUNT(C_MT_ADDRESS, MATCH_PATH_COMPONENT.C_MT_PARTY_ADDRESS_REL ADDRESS_TYPE = 'Shipping') Comparison Operators Operator Description Example = equals MATCH_PATH_COMPONENT.C_MT_CUSTOMER ACCOUNT_CD = ' ' > greater than MATCH_PATH_COMPONENT.C_MT_ADDRESS POSTAL_CD > < less than MATCH_PATH_COMPONENT.C_MT_ADDRESS POSTAL_CD < >= greater than or equals MATCH_PATH_COMPONENT.C_MT_CUSTOMER SALES >= <= less than or equals MATCH_PATH_COMPONENT.C_MT_CUSTOMER SALES <= Between between two values (inclusive) MATCH_PATH_COMPONENT.C_MT_ADDRESS POSTAL_CD BETWEEN AND Sample Query Definitions COLUMN.C_PARTY LAST_NAME like 'H%' MATCH_PATH_COMPONENT.C_MT_PERSON_DETAILS REMARKS is not NULL COLUMN.C_PARTY GENDER_CD = 'M' Known Limitations Nested logical operators parentheses are not supported in this release Multiple clauses in EXISTS/COUNT user can specify any logical operators within EXIST and COUNT clause, except nested EXIST/COUNT clauses SQL wildcards are allowed in the search text only if you specify the LIKE operator. Advanced Search 23

35 C H A P T E R 4 Data Management in Informatica Data Director This chapter includes the following topics: Data Management Overview, 24 How Data is Represented in IDD, 25 Entity Views, 25 Navigation Tips, 26 Entities and Attributes, 27 Source Systems and Source Records, 28 Trust and Entities with Trusted Values, 28 Master Entities, 28 Relationships, Relationship Types, and Hierarchies, 28 Managing Entities, 29 Merging Data, 36 Export Data, 38 Viewing Relationships and Hierarchies, 40 Viewing Cross References (XREFs), 50 Viewing History, 54 Data Management Overview IDD helps you manage your master data. Depending on how IDD is configured for your environment, the Data tab displays the Search button and available subject area groups in a toolbar. General information appears at the top of the page, and related details can be accessed using the sub-tabs at the bottom of the page. Before you begin managing your data, you should understand the concepts described in this section. 24

36 How Data is Represented in IDD Subject Area Group and Subject Area provide the high-level menus for navigating data in IDD. A Subject Area is a collection of data that should be treated as a unit from a business perspective. IDD represents data at the following levels: 1. Subject Area Group 2. Subject Area 3. Subject Area Child 4. Subject Area Grandchild Subject Area Groups A subject area group is a collection of subject areas that are related in some way. For example, a subject area group called Contacts could include separate subject areas for customers, vendors, and individual people. If configured for your environment, IDD allows you to search for information across subject areas within the same subject area group, using the attributes that are common to all subject areas that are part of the subject area group. Subject Areas A subject area is a category of master data, such as Customers or Products, that is relevant to your organization. Subject areas provide the building blocks for data management in IDD. Depending on how IDD is configured for your environment, you can view, search for, and modify data (add, change, delete) by subject area. Tasks on your Dashboard are usually tied to particular subject areas. Note: Available subject areas vary depending on how IDD is configured for your organization. Subject Area Children and Grandchildren Subject areas can contain child and grandchild objects. A subject area can be the parent to one or more child tabs (subject area children). A subject area child can be the parent to one more child tabs (subject area grandchildren). Entity Views When you are working with an entity, you use the following entity views to access different types of information about the entity: Data View You use the Data view to view, add, and edit parent, child, and grandchild record of the entity. The parent, child, and grandchild record of the entity are displayed in the tree structure. The view the parent, child, and grandchild record of the entity, in the navigation bar on the left pane, click Data View. Cross Reference View You use Cross Reference view to track the source or lineage of the data. The Cross Reference view provides the following details of the entity: An identifier for the source system that provided the record. The primary key value of that record in the source system. The most recent cell values provided by that system. How Data is Represented in IDD 25

37 The original ROWID_OBJECT value of the record. The start date and end date of the period of effectiveness of the record, if applicable. To view the hierarchy information of an entity, open the entity and choose one of the following options: ClickMore Actions > Show Cross References. In the navigation bar on the left pane, click XREF View. History View The History view displays the history of changes to an entity and its lineage to the source system. The History view allows you to view the history of data processing events such as updates, deletes, merges, and cross references that occurred to the entity. To view the hierarchy details of an entity, open the entity and choose one of the following options: ClickMore Actions > Show History. In the navigation bar on the left pane, click History View. Effective Period View For a timeline-enabled entity, the Effective Periods view displays the data change events of business entities and their relationships. Timeline creates new versions of an entity instead of overwriting the existing data when data change events occur. You can define the data change events or versions of entities and their relationships in terms of their effective periods. You can define the effective period for a record by the effective start date and the effective end date of the record. Data changes occur over time and are independent of their relationship to other data. The changes to data result in new effective periods, or updates to an existing or a future effective period. You use the Effective Periods view to track the changes to effective periods of data. For a timeline-enabled entity you can track the past, present, and future changes to data such as the address of John Smith. For example, John Smith lived in the city of Los Angeles effective 31 January 2008 to 20 October 2010, currently lives in San Francisco effective 21 October 2010, and will live in Las Vegas effective 25 November To view the hierarchy information of an entity, open the entity and choose one of the following options: ClickMore Actions > Show Effective Periods. In the navigation bar on the left pane, click Show Effective Periods. Hierarchy View You use the Hierarchy view to identify and manage the relationship between entities. A hierarchy is a set of relationship types. A relationship describes the affiliation between two specific entities. The Hierarchy view provides the ability to perform the following activities: Define hierarchical relationships between data entities. View and manage hierarchies. In Hierarchy view, the entities and relationships are represented in a graphical format. To view the hierarchy information of an entity, open the entity and choose one of the following options: ClickMore Actions > View Hierarchy. Click the Hierarchy View icon. Navigation Tips Use these tips to navigate the IDD application. 26 Chapter 4: Data Management in Informatica Data Director

38 Smart Lists Combo boxes (drop-down lists with text fields) have filters. The list of available options is filtered based on what you type into the text field. For example, in a Country field, if you type the letter "S", then the drop-down lists shows only those countries beginning with the letter "S". Smart Lookups Depending on how your application is configured, certain lookups might be automatic. For example, if you select a country in a Country field, then the State or Province list might display only provinces for that country. Calendars for Date Fields If a date field has a calendar button next to it, instead of typing the date, you can use a data chooser. Opening a Data Chooser To open a date chooser, do one of the following: Set the cursor in field and press ALT + Down Arrow. Click the Calendar button to display a date chooser. Choosing a Date To choose a date, do one of the following: Click Today, then click Apply, to select today's date. Navigate and select the date you want, then click Apply. The IDD application puts the date value in the field. Bookmarks Bookmarks allow you to share a particular location (such as a query or data view) within an IDD application with others. Where available in IDD, you can click More Actions, choose Show Bookmark, copy the selected bookmark, and paste it into an , an instant message, or some other format to share with others. When a user opens the bookmark, they launch the IDD application and, if they are not already logged in, they are directed to the login page. After successful authentication, the bookmark location is opened. Below is an example of a bookmark URL: Customers;true;false;;MATCH_PATH_COMPONENT.C_MT_ADDRESS%257CCITY_NAME%2B%253D%2B%2527New%2BYork %2527%250A Entities and Attributes A subject area consists of a collection of attributes (descriptive details) about the thing it represents. For example, an Addresses subject area might contain attributes like address lines 1 and 2, city, state, postal code, country, and address type (such as shipping or billing). A subject area contains entities (records) of data. An entity contains data for a single thing, such as one address. Entities and Attributes 27

39 For a given entity, each piece of data is associated with an attribute. For example, an address entity might have the data "London" stored as the City attribute for that entity. Note: Available attributes for a given subject area vary depending on how IDD is configured for your organization. Source Systems and Source Records Entity data for a subject area can come from one or more source systems. For example, data for an Address subject area could come from marketing and financial applications. Entity data from these source systems are sometimes referred to as source records (also known as raw records). Trust and Entities with Trusted Values In order to intelligently merge data between two different entities, IDD uses trust to help with comparing the relative reliability of attribute data in each entity. Trust provides a mechanism for measuring the confidence factor associated with each piece of data based on business rules, such as its change history or source system. Depending on how business rules are configured in your environment: Data in a more-recently updated entity can be considered the more reliable data. For example, a customer's address data that was updated last week is likely to be more current than address data that was updated two years ago. Source systems can differ in the reliability of the data they contribute. For example, a sales system might be a better source for phone numbers, while an order fulfillment system might be a better source for shipping addresses. Trust takes into account the age of data, how much its reliability has decayed over time, and the validity of the data. While going through data, you might see a trust score (a number between 0 and 100) that represents a level of confidence and reliability for that attribute in that entity, relative to other entity data. Trust scores help you decide how best to merge data from different entities. They have meaning only when compared with trust scores of other data. Master Entities A master entity is a single record in the subject area that represents the best version of the truth (BVT) about a particular thing. The master entity is built by merging the most-trustworthy cell values from the corresponding source records. Relationships, Relationship Types, and Hierarchies In IDD, a relationship describes the affiliation between two specific entities. For example, a customer entity can be logically linked to an address entity. 28 Chapter 4: Data Management in Informatica Data Director

40 In parent-child relationships, entities are linked by a common (key) attribute. A common parent-child relationship is one-to-many, where a single parent entity can have multiple child entities, but each child entity can have only one parent. For example, a group of products (children) can all belong to one product group (parent). These entities are linked by a common key (product group code). Parent-child relationships can also be one-to-one and many-tomany. In IDD, a relationship type describes a general class of relationship. It specifies the types of entities that a relationship of this type can include, and the direction of the relationship, if any. For example, with products and product groups, a relationship type could declare that "product group is parent of product". In IDD, a hierarchy is a set of relationship types. These relationship types are not ranked based on the place of the entities of the hierarchy, nor are they necessarily related to each other. They are merely relationship types that are grouped together for ease of classification and identification. Managing Entities IDD enables you to work with entities in subject areas. Depending on how your environment is configured, you might be able to do such things as add, update, copy, and delete entities. Tip: Your ability to add or edit entities depends on the role(s) associated with your user account. If you are authorized to add or edit entities, your changes might remain in a PENDING status until they are approved by an authorized user. If you have questions, contact your Hub Administrator. When a new relationship references a pending entity, the relationship record must be created with a PENDING status. For example, if we add a many-to-many reference child entity and if the referenced entity is pending, then the relationship record is created with a PENDING status. When adding or editing data, attributes with a red pipe ( ) are required. You must provide a value for required attributes. You must explicitly save any changes by clicking the Save button. When you save data, IDD might validate certain attributes and prompt you to make corrections. If an error is found, IDD displays a red X at the top of the tab and a red rectangle around every incorrect attribute. If you hover over the problem data, IDD will tell you what the problem is with the data. When you save data, IDD will cleanse certain attributes and make corrections automatically according to the rules built as part of your IDD implementation. For example, it might look up a postal code and display the appropriate city, it might standardize spelling ("St." to "Street", for example), it might change formats (removing hyphens from credit card numbers, for example), it might replace incorrect values with correct values, and so on. In the Save for Effective Period dialog box, click the Resolve option to extend the effective period of the PO. When you save an entity, IDD extends the effective period of an object for the following scenarios: - Extend the effective period of PO if the effective period of the children record is greater. - Extend the effective period of PO and the effective period of the children record if the effective period of the grandchildren period greater than both the effective periods. - Extend effective period of the children record if the effective period of the grandchildren record is greater than children period but less than the effective period of PO. If you want to abandon current changes and revert to the previously saved data, click Revert to revert to the last saved values. Revert affects unsaved values. You cannot revert the saved changes. The More Actions button provides a list of commands that you can run. Managing Entities 29

41 If you see a underlined (a hyperlink) attribute, you can click that hyperlink to show more information about the referenced entity. If you see a Find button next to an entity attribute, you can click the button to display a list of possible values. You can also click the Clear button to clear the current selection. If you search for and open a subject area in a data view, it shows as PENDING if the entity is pending. If the entity is active, but it has a pending cross references (pending updates), the entity is shown as ACTIVE and not PENDING. Opening an Existing Entity You open an existing entity to perform various business operations like view, update, delete and others. To open an existing entity, in the search results table, select the entity you want to open and click the Open button. Note: You use this option to open both timeline-enabled and timeline not enabled entity. You can also open a timeline-enabled entity for an effective date from the search results table. To do so, select the entity you want to open, right-click and choose Open For Effective Date. In the Open for Effective Date window, select a valid date from the date chooser and click the Open button. Add a New Entity to a Subject Area Depending on how your environment is configured, you might be able to add entities to a subject area. You might do this, for example, to manually add an entity that did not originate in a source system. Depending on how you manage the data, when you add an entity, you either send it for approval (as part of a workflow) or save it directly. Adding an Entity To add and save an entity, perform the following steps: 1. From the Data tab, Click New > Subject Area Group > Subject Area. Note: If there is one subject area in the subject area group, and then click New > Subject Area. 2. In the Subject Area tab, enter the attribute data for the entity. 3. Click the Apply icon. 4. Click the Save icon to save the entity. IDD performs a potential duplicates (matches) operation for the record and, if found, the results appears in the Potential Duplicates window. Note: When saving an object for a timeline-enabled entity, In the Save for Effective Period dialog box, you can view the objects that you have newly added to the entity. Also, you can select the Effective Start Date and Effective End Date to specify the effective period for the object. 30 Chapter 4: Data Management in Informatica Data Director

42 When saving an object for a timeline-enabled entity, In the Save for Effective Period dialog box, IDD proposes the effective start date and effective end date for the following actions as mentioned in the following table: Actions Creating PO Creating child or grandchild Updating any object or objects Suggested effective start date and effective end date Null. Maximum effective period of the parent record. Aggregated effective period of the modified object or objects. 5. For any potential duplicates, review the duplicate entities and perform one of the following options: To disregard the potential matches and create another entity, click Create New Entity. To disregard creating another entity and use the existing entity, click Use existing entry. Display Aggregated Period for Timeline-Enabled Entity For a timeline-enabled entity, you can click the link Show Effective Periods to view the calculated aggregated period of effective periods for the entity. Aggregated period is the time period where the data of the entity does not change for any of the object (parent, children, and grandchildren). It is the intersection of all the effective periods for the entity. For example, if you save the effective period for the parent record for a time period 01-May-2012 to 31-May-2012 and then you save the effective period of the child record of the same entity for a time period 01-May 2012 to 15-May The aggregated period for the entity as on 01-May-2012 is 01-May 2012 to 15-May Note: The link Show Effective Periods is available after the Save operation is completed. In the data view, after you click the link Show Effective Periods, you can view the effective start date and effective end date of the object (parent, children, and grandchildren). The aggregated period displayed for the entity is directly related to the date selected in the Effective Datefield. Sending an Entity for Approval To add a new entity and send it for approval: 1. From the Data tab, Click New > Subject Area Group > Subject Area. Note: If there is only one subject area in the subject area group, then click New > Subject Area. 2. In the New Subject Area tab, enter the attribute data for the new entity. 3. Click the Apply icon. 4. Click the Send for Approval icon to save the entity and create a task. IDD performs a potential duplicates (matches) operation for the new record and, if found, the results are displayed in the Potential Duplicates window. If no duplicates are found, IDD prompts you to create a new task. Managing Entities 31

43 5. If potential duplicates are found, in the Potential Duplicates window review the duplicate entities and perform one of the following options: To disregard the potential matches and create a new task, click Continue with this record. To disregard the new entity and use the existing entity, click Use existing entry. 6. To create a new task, perform the following sub-steps in the Create Task window. a. In the Title field, enter a title for the task. b. From the Priority drop-down list select the task priority. High Normal Low c. Select Due Date. d. Select Assign To to assign this task to the appropriate person for review and approval. e. Enter your comments in Add Comments. f. Click OK. Note: For a timeline-enabled entity, in the Objects for approval: section you can view list of objects for which you have entered the details. In the Specify the effective period for the modified objects: section, you can select the Effective Start Date and Effective End Date to specify the effective period for the object. A new record will be in PENDING status until it is approved. After the record is approved the status changes to ACTIVE. You cannot edit a record in PENDING status, that is a record which is participating in a workflow and pending approval. IDD sends the new entity to the appropriate person for review and approval. Editing an Entity To edit and save an existing entity: 1. Open an existing entity that you want to edit. Note: You cannot edit a record in pending status, that is a record which is participating in a workflow and pending approval. 2. Click the Edit icon. 3. Make the necessary changes to the record. 4. Click the Save icon to write changes to the database. Note: When a new record is saved, the find duplicate functionality automatically finds the potential matches. To find potential matches for a saved record, click More Actions and choose Find Duplicates... When saving an object for a timeline-enabled entity, In the Save for Effective Period dialog, you can view the objects that you have newly added or modified or deleted to the entity. Also, you can select the Effective Start Date and Effective End Date to specify the effective period for the object. All the changes made to the entity is saved for the specified effective period. 32 Chapter 4: Data Management in Informatica Data Director

44 For a timeline-enabled entity, you can use the Mark For Save option to update the effective period without updating the primary object or children or grandchildren record of the entity. Select the Mark For Save option and then click the Apply button, the Save button for the entity will be enabled. Click the Save button to save the entity for an effective period. This option is available only to edit an existing entity. Creating Filters for Child Records In the child tab, if there are multiple child records, you can filter the child records based on the column name and its values to view only a specific (or subset) of entries. All the filters created in the data view are only temporary for that session, when the entity is closed, you will lose all the created filters. Filtering option is only available for One:Many and Many:Many child relationships. Also, if multiple filter conditions are applied, the result contains all the records that satisfy the AND condition and if multiple conditions are set for the same column, the result contains all the records that satisfy the OR condition. Perform the following steps to create a filter for child records. 1. In the data view, click the child tab and click the Filter button. The Filter dialog box appears. 2. In the Column drop-down list, select a column value. Note: Only column names of strings and numbers data types are supported for display in the Column drop-down list. Lookup values are not displayed in the Column drop-down list. 3. Select one of the following filter conditions from the drop-down list: Available for Data Type Condition Description Strings and Numbers = Column value must be equal to the filter criteria. Strings and Numbers!= Column value must not be equal to the filter criteria. Numbers > Column value must be greater than the filter criteria Numbers < Column value must be lesser than the filter criteria Numbers >= Column value must be greater than or equal to the filter criteria Numbers <= Column value must be lesser than or equal to the filter criteria Strings and Numbers Is NULL Column value must be null for inclusion in the filter results. Managing Entities 33

45 Available for Data Type Condition Description Strings and Numbers Is not NULL Column value must not be null for inclusion in the filter results Strings Starts with Column value must start with the filter criteria Strings Ends with Column value must end with the filter criteria Strings Contains Column value must contain the filter criteria Numbers Between Column value must be between the filter criteria 4. In the Value field, enter a filter criteria. 5. If you want to create an additional filter condition, click the add button (green plus button). Note: If you want to delete a filter condition, click the delete button (red cross button). 6. Click Apply. Note: If you want to clear filter, click the Clear Filter button. Find Duplicates (Potential Matches) Tip: IDD automatically searches for duplicates when you add an entity. Duplicates are entities in which the data in certain columns (such as name, address, or organization data) is identical or sufficiently similar to be considered nearly identical. IDD uses special matching logic and match-enabled attributes to determine whether two entities are sufficiently similar to be considered matches. Duplicates are entities that you might want to merge. To search for potential matches, click More Actions and choose Find Duplicates. Note: For a timeline-enabled entity, this option is available only when the effective date is set to current date. Copying an Entity If you want to create a new entity that is very similar to one that already exists, you can save time by entering the similar details. You can copy the parent entity and some of its children entities. Note: You cannot copy a timeline-enabled entity. To copy an entity perform the following steps. 1. Open the existing entity that you want to copy. 2. Click More Actions and choose Copy. 3. In the new entity window, change the attribute data you want. 4. Click Save or Send for Approval icon as appropriate. 34 Chapter 4: Data Management in Informatica Data Director

46 Find Merge Candidates You can also search for records that are not explicitly identified as duplicates by using the Find Merge Candidates command (these records are known as merge candidates). To search for potential merge candidates, click More Actions and choose Find Merge Candidates. Note: For a timeline-enabled entity, this option is available only when the effective date is set to current date. Delete an Entity If you are authorized to do so, you can delete an entity that you want to remove from the system. To delete the current entity, click Delete, and then click OK to confirm deletion. IDD marks the entity as DELETED and no longer displays it on screen but does not remove it from the database. Note: When you mark a parent entity as DELETED, only the parent entity is marked for delete and not its child entities. When you delete a timeline-enabled entity, the entity is marked DELETED for all the effective periods. Switch Between Form and Table View In certain cases, you can switch between two different views of data: Form View shows a single entity, with the entity attributes displayed vertically, like a paper form. Click Switch to Form View if you want to isolate your investigation to a single entity. Table View shows a list of entities (one or more) in a tabular form. Each row in the table represents a separate entity. Click Switch to Table View to see a summary list of all the associated entities. Note: For subject area children, the default view (form or table) may vary depending on how your IDD is configured. For the selected child record, only associated grandchild records are displayed either in form or table view. Show System Columns System columns provide background details about an entity, such as the date on which the entity was created (and by whom), the date on which the entity was updated (and by whom), internal key (Rowid_Object), and other details. To show system columns for the current entity, click More Actions and choose Show System Columns. IDD opens a window that displays these details. View Relationships for an Entity If a Relationships tab is available in your environment, you can click it to see the relationships associated with the current entity. IDD displays the relationship details. Create a Task for an Entity To create a new task for an entity, click More Actions and choose Create Task. Show the Bookmark To show the bookmark for the entity in the current Data View, click More Actions, and choose Show Bookmark. You can share the bookmark with others by copying and pasting it into (for example) an or instant message. When a Managing Entities 35

47 user opens the bookmark, they launch the IDD application and go directly to the bookmarked Data View for this entity. Merging Data Merging is the process of combining two or more records because they are identical or sufficiently similar to be considered duplicates. You merge records to consolidate duplicate data into a single entity (master entity) that represents the best version of the truth (BVT). Where attribute values differ, the retained values could be determined by different factors: for example, based on the trust configuration for these records, or based on values supplied by a user who chose to edit the override value instead. Note: When merging two or more child records of an entity, the child record with the lowest ROWID will survive. For a timeline-enabled entity, this option is available only when the effective date is set to current date. Merge Steps The basic steps for merging data are: 1. Display an entity. 2. Search for records to merge using Find Duplicates or Find Merge Candidates, or click the Potential Matches tab. Any of these approaches may return records with an ACTIVE or PENDING status. 3. Decide which record(s) you want to merge with the current entity, and add the record(s) to the merge list. 4. Click Merge to merge the records on the merge list. 5. Confirm changes and, if necessary, override cell values. 6. Complete the merge. Note: If you are working on a merge task assigned to you, you will not see a Merge command in the Task Actions dropdown. To do a merge, you need to use the Merge option in the Potential Matches dialog (in a child tab). To enable the trust override button next to each field in the Trusted record window, in the IDD Configuration Manager you must set the Editable property in the column layout property of the subject area to Yes. Find Duplicates (Potential Matches) Duplicates are entities in which the data for certain attributes are identical or sufficiently similar to be considered nearly identical. IDD uses special matching logic and match-enabled attributes to determine whether two entities are sufficiently similar to be considered matches. To search for potential matches for the current entity, do one of the following: OR Click More Actions and choose Find Duplicates. Click the Potential Matches tab (if displayed). IDD displays potential matches on the left side of the screen, and the current entity on the right. 36 Chapter 4: Data Management in Informatica Data Director

48 Find Merge Candidates You can also merge records that are not explicitly identified as duplicates by the Find Merge Candidates command (these records are known as merge candidates). You might do this when, for example, two companies merged, and you wanted to merge their data even though the company names were different. Note: In order to use this feature, you must first have a search query defined for the subject area of the current entity. In the IDD application, you cannot disable Find Merge Candidate option in the More Action menu for merge-style base object. To search for merge candidates for the current entity: 1. Click More Actions and choose Find Merge Candidates. 2. Select a query, fill it in with the search criteria for the merge candidate records, and run the query. 3. In the search results, select the merge candidate(s), and click OK. IDD displays potential matches on the left side of the screen, and the current entity on the right. Add a Record to the Merge List Note: You can merge records with an ACTIVE or PENDING status. Once you have found one or more records to possibly merge with the current entity, you review each record and decide, on a case-by-case basis, whether to merge it with the current entity. If you want to merge this record with the current entity, click Add to merge list. IDD adds the record to the merge list along the bottom of the screen. The merge list is the list of records that will be combined with the current entity when you click Merge. Note: Records that are not in the Merge List will not be merged. Remove a Record from the Merge List If you decide not to merge an entity that is already on the merge list, select it in the list and click Remove From List. Merge Records on the Merge List with the Current Entity Once your merge list is ready for merging: 1. Click Merge. IDD displays the Trusted Record dialog showing a preview of what the record will look like after merging. 2. If you want to override any cell value, click the Override button next to any attribute you want to change, and select (check) the value you want to use instead (or edit the override value and type a different value). You can view trust scores between data values. 3. Click Complete Merge. IDD merges the records and displays the resulting master entity. Queue a Record for Merge When you merge records, you might need to wait for the merge operation to complete before continuing with your work. As an alternative, you can defer the merge operation by queuing records for merge, marking the two matched Merging Data 37

49 records to be merged automatically when a background merge batch job is run. When a record is queued for merge only the auto merge indicator will change and not the consolidation indicator. To queue records for merge, on the Potential Matches tab at the bottom of an entity screen, select a record and choose Queue for Merge. The matched record is removed from the view to hide it from further manual intervention. Export Data You can export data to move the data to another system or use the data to view, analyze, and create report. You can export the primary object data, for example, as a sales manager in CA, by exporting the data you can create a report of all the customers in CA, who purchased a car in In this report you can export parent, children and grandchildren data. Export Primary Object Data You can export primary object data from the search result table or from the data view. You can export data template to update the exported template and then import the updated document (.csv file) to IDD. Each export configuration can be saved by a profile name. Each saved profile can be private or public. Private profiles are visible to a single user. Public profiles are available to all IDD users. Note: You must have Export privilege to use this functionality. Using data view you can export only one record. Using search result you can export all the records in the search result set or only the selected record (single or multiple records). Maximum number of rows that can be exported from the search result is defined in the IDD instance. For a timeline-enabled entity, you can export data only for a particular effective date. You will not be able to export the search result if the search result set exceeds the export limit mentioned in the IDD instance. You will receive a warning message as follows: Number of records in the Search Result Set is greater than Export Limit. Perform search with narrower conditions. Exporting the Primary Object Data The following procedure provides the step-by-step instruction to export the primary object data. 1. Determine how you want to export the primary object data and execute the following relevant sub-steps. a. If you want to export the primary object from the search result table then, select all the objects in the search result set or only those objects that needs to be exported and then right-click on one of the search result and select one of the following options from the menu: Select Export > All Results, if you want to export all the objects in the search result set. Select Export > Selected Results, if you want to export only the selected objects. b. If you want to export the primary object from the data view, then perform the following sub-steps. 1. Open the data record that you want to export. 2. Click More Actions and then select Export from the drop-down menu. 38 Chapter 4: Data Management in Informatica Data Director

50 2. Determine whether you want to create a new export profile or use an existing export profile to export data and execute the following relevant sub-steps. a. If you want to create a new export profile, perform the following sub-steps: 1. In the Export Data window, click Create New Profile. 2. In the New Configuration window, enter Configuration Name. 3. Select the Access Type: Private Public. b. If you want to load an existing export profile from your system, perform the following sub-steps: 1. In the Export Data window, click Load Export Profiles from XML. 2. In the Import Profiles window, click the Browse button to locate the appropriate export profile that you want import. 3. Select the export profile that you want to import. 4. Click Import. 3. To export the required subject area column data, In the Export Data window, select the appropriate column in the Available Columns section and then click the right arrow to move the selected column to Selected Columns section. Note: Only the column names in the Selected Columns section will be exported. You can use the left arrow to move the selected column name from Selected Columns section to Available Columns section. If you want to have a particular order of subject area columns in the exported document, you can arrange the order of the column names in the Selected Columns section using the up arrow and the down arrow. 4. Select the Data Format. Full You use this format when you want the exported data in the plain structure where parent object columns data is repeated for each children and grandchildren. This format is preferable when data manipulation in Excel (for data operations like filtering, sorting and others) needs to be done. Compact You use this format when you want the exported data in a tree table form, where parent data is not duplicated on each row where its children and grandchildren are listed. This format is well structured and should be chosen when the exported data should be reviewed outside. 5. To save the export profile, in the Export Data window, click More Actions button and select option Save. 6. If you want to work with a new export profile, In the Export Data window, click More Actions button and select option New. 7. If you want to save the export profile with a new title, in the Export Data window, click More Actions button and select option Save As and in the Save export profile as window, enter Export profile title. 8. If you want to set a saved export profile from a private profile to a public profile, In the Export Data window, click More Actions button and select option Mark as Public. Note: This option is only available for saved export configuration profile. 9. If you want to set a saved export profile from a public profile to a private profile, In the Export Data window, click More Actions button, and select option Mark as Private. Note: This option is only available for saved export configuration profile. 10. If you want to set a saved export profile as the default profile, In the Export Data window, click More Actions button, and select option Set as Default. Note: This option is only available for saved export configuration profile. Export Data 39

51 11. If you want to save all the export profiles (single or multiple) for a Subject Area as a XML file to your local system, In the Export Data window, click More Actions button, and, select option Save Export Profiles to XML. 12. If you want to import all the export profile (single or multiple) for a subject area from your local system, In the Export Data window, click More Actions, and, select option Load Export Profile from XML. 13. Click the Export button to export the primary object data. Note: While the data is getting exported you can perform other IDD operations. 14. Save or Open the exported.csv file. Exporting Data Using Search Package The following procedure provides the step-by-step instruction to export data using search package. 1. Determine how you want to export the primary object data and execute the following relevant sub-steps. a. If you want to export the primary object from the search result table then, select all the objects in the search result set or only those objects that needs to be exported and then right-click on one of the search result and select one of the following options from the menu: Select Export > All Results, if you want to export all the objects in the search result set. Select Export > Selected Results, if you want to export only the selected objects. b. If you want to export the primary object from the data view, then perform the following sub-steps. 1. Open the data record that you want to export. 2. Click More Actions and then select Export from the drop-down menu. 2. To use the search package to export data, In the Export Data window, in the Configuration Name field, select Search Package / System. In the Selected Columns section all the columns defined for the Search Result Display Package (in the IDD Configuration Manager) of the Subject Area appears. Note: You use the Search Result Display Package to display the search results. You use the Packages tool in the Hub Console to define packages. You cannot edit the column names displayed in the Selected Columns section. 3. Click the Export button to export the data. 4. Save or Open the exported.csv file. Viewing Relationships and Hierarchies Note: Hierarchy View may not be available in your configuration. You have to clear cache in the IDD configuration tool and then open the Hierarchy Manager entity type to view the changes made to the Hierarchy Manager display package label pattern in the hub console. Hierarchy View shows relationships, affiliations, and hierarchies in your data. Hierarchy View provides a unified picture of your data, allowing you to visualize and better understand the connections among various entities. Tip: The relationships and hierarchies you see will depend on how the data in your environment is configured. 40 Chapter 4: Data Management in Informatica Data Director

52 Entities and relationships are represented graphically (boxes and lines, respectively). Click a box to select an entity, or hover the mouse over it to display additional information. Click a line to select a relationship, and hover a mouse over it to show additional information. The arrowhead points in the relationship direction. Click an element to select it. To select multiple items at once, hold down the CTRL key and click the items, or drag the mouse to lasso the items you want to select. To see a legend of entity types and relationship types shown in the Hierarchy View, click the Other fly-over panel toward the bottom of the screen, and view the Legend panel. To show commands that you can run on that element, click it, then click the Actions button to display available commands. Alternatively, click the More Actions button to display additional commands that are available to you. By default, Hierarchy View displays data that is directly related (one hop) to the selected entity - the first level of relationships. Click the Plus sign to show additional, hidden entities associated with that entity. When viewing hierarchy information of an entity, if the entity exceeds the value set for the number of relationships per entity, you will receive the following warning message. You have tried to open hierarchy with too many objects. This operation is restricted by performance reasons. Please use Relationships flyover to work with this data. To add a relationship between entities, drag one entity and drop it onto another entity. To merge entities, press ALT and drag one entity and drop it onto another entity. Show the Hierarchy View To view the hierarchy details for an entity, open the entity and then click the Hierarchy View icon. For each selected entity, IDD opens a new tab that displays the entity in the Hierarchy view. The Hierarchy view has the following screen areas: Area Toolbar Graph Canvas Navigation Fly-over Panel Description Anchor entity and command buttons. Where the hierarchy and its component entities are displayed. Zoom and Pan tools Displays tabs to configure canvas display preferences: Navigation, Layouts, Filters, and Other. Flyover Panels The flyover panel appears near the bottom of the page and contains the following tabs. Tab Action Description Navigation Thumbnail Navigation Click the Navigation tab toward the bottom of the page. In the thumbnail image of the hierarchy, click an element to navigate to it. Layouts Layout Options Click the Layouts tab toward the bottom of the page. Select options for laying out the canvas Viewing Relationships and Hierarchies 41

53 Tab Action Description Filters Filter options Click the Filters tab toward the bottom of the page. Select filter options Other Legends and Display Preferences Click the Other tab toward the bottom of the page to see a legend of canvas elements and to change display preferences. To expand the flyover panels, click a tab. To collapse the flyover panels, click the canvas. Change Layout Options Using different layouts can reveal different perspectives on your hierarchy. Select an option, then click Apply. Layout Description Hierarchy layout. Tree layout. Circular layout. Taxonomy layout. Network layout. Click the checkbox to show/hide the sphere of influence. 42 Chapter 4: Data Management in Informatica Data Director

54 Layout Description Explorer View. Use the slider to increase (right direction) or decrease (left direction) the following: - distance between nodes (Hierarchy and Taxonomy layout) - distance between levels (Hierarchy and Taxonomy layout) - distance between edges (Hierarchy and Taxonomy layout) - horizontal space (Tree layout) - vertical space (Tree layout) - circle radius (Circular layout) - minimal edge length (Network layout) Define Filters Tip: By default, all entity types and relationship types are displayed. Setting a filter hides certain elements from view. Remember to show hidden elements again if you want the complete view. You can use filters to selectively enrich (show) or simplify (hide) elements in the Hierarchy View. You might want to hide certain information, for example, to simplify the display so that you can focus on other elements, or to see the relationships in different ways. To filter data, click the Filters sub-tab near the bottom of the screen and specify the filter settings you want. Show or Hide Filter Hierarchies and Relationship Types The left side of the Filters panel displays the list of hierarchies and associated relationship types. Check an item to display it in the canvas, or click Check All to display all items. Uncheck an item to hide it, or click Uncheck All to hide all items. Click Apply to apply your changes to the canvas. Select Filter Options The right side of the Filters panel displays additional filter options for the canvas. Change the option(s) you want, then click Apply. Type Option Description General Relationship Directions Hide unconnected entities Show pending relationships Show Parents Hide (checked) or show (unchecked) unconnected entities (entities that cannot be reached directly from the anchor entity). Show (checked) or hide (unchecked) pending relationships. Use this option to hide relationships that are in pending state. Show (checked) or hide (unchecked) parent relationships starting from the anchor entity. Viewing Relationships and Hierarchies 43

55 Type Option Description Show Children Show Unknown Show Undirected Show Bidirectional Show (checked) or hide (unchecked) child relationships starting from the anchor entity. Show (checked) or hide (unchecked) unknown relationships - where the relationship between two objects is unknown. Show (checked) or hide (unchecked) undirected relationships - where the two objects are related but the relationship direction between them is not specified. Show (checked) or hide (unchecked) bidirectional relationships - where the relationship direction between two objects is both ways. Saved Filters Save filter settings. - To create a new filter, enter a new name and click Save. - Click Public to make this a public filter that others can use. Otherwise, the filter is for your own private use. - Click Default for Entity to make a filter the default one for this entity. - To delete an existing filter, select it in the list and click Delete. Defaults Default Hierarchy Select the default hierarchy. Show Legends for Entity Types and Relationship Types on the Canvas To show the legend for entity types and relationship types on the canvas, click the Other tab toward the bottom of the page. Preferences To display simple graphics for a larger or smaller number of entities, click the Other tab toward the bottom of the page, change the number of entities, then click Apply. Toolbar Commands The toolbar displays a text description of the anchor entity in this hierarchy in the following format: Hierarchy View: Anchor Entity. The toolbar provides commands for working with graphs on the canvas. Hierarchy View for an Effective Date For a timeline-enabled entity, using the date chooser in the Effective Date section, you can select a valid date to view the hierarchy view for the entity for a specific effective date. Add a New Entity To add a new entity to the canvas, click Add New Entity on the toolbar, then enter attribute information and save your changes. You return to the Hierarchy View, while the new entity is displayed in another Data View tab. Search To search for an entity to add to the canvas, click Search on the toolbar, select a query and run it, then double-click an entity from the results. The found entity is added to the canvas. 44 Chapter 4: Data Management in Informatica Data Director

56 Show History To view the change history for elements in the canvas, click More Actions on the toolbar and choose Show History. The History View page is displayed. Expand to Full Screen Check Full Screen Mode on the toolbar to enlarge the Hierarchy View to a full screen (whole browser window), or clear to return to the default screen display. Export the Graph to a JPG File To export the current graph to a JPG file, click More Actions on the toolbar and choose Export to JPG. Specify the scale mode (viewable area or fit to size), the width and height (fit to size only), then click Export to create the JPG file (graph.jpg). Show the Bookmark for this Hierarchy View To show the bookmark for the entity in the current Hierarchy View, click More Actions on the toolbar, and choose Show Bookmark. You can share the bookmark with others by copying and pasting it into (for example) an or instant message. When a user opens the bookmark, they launch the IDD application and go directly to the bookmarked Hierarchy View for this entity. Remove Selected Entities From the Hierarchy View To remove one or more entities from the Hierarchy View, select the entities you want to hide, click More Actions on the toolbar, and choose Hide Selected Entities. Note that the entity has not been deleted - it has been merely removed from the canvas in this Hierarchy View. Delete Selected Entity To delete one or more entities from the Hierarchy View, select the entities you want to delete, click More Actions on the toolbar, choose Delete Selected Entities, and then click Yes to confirm deletion. Actions for an Element on the Canvas Note: Available actions depend on how your environment is configured, along with the permissions associated with your user account. Note: Be sure to add any custom actions to this list and remove anything not supported in your implementation. Select an Entity Click an entity on the canvas to display the Actions button, which provides a set of actions that are available to take on the selected entity. Hover a mouse over the entity to show additional information. View Details To view detailed information about an entity, click the entity and choose View -> Details from the Action menu. IDD opens a window that displays certain attributes for that entity. To see all details, click More Details. Viewing Relationships and Hierarchies 45

57 View System Columns System columns provide background details about an entity, such as the date on which the entity was created (and by whom), the date on which the entity was updated (and by whom), internal key (Rowid_Object), and other details. To view system columns, click the entity and choose View > System Columns from the Action menu. IDD opens window that displays the values in the system columns for this entity. View Inactive Relationships for an Entity To view inactive relationships for an entity, click the entity and choose View > Inactive Relationships. The hierarchy view shows the relationships that are not active for the effective date. The hierarchy view represents inactive relationships as a dashed line. View Inactive Relationships for All Entities To view inactive relationships for all entities in the hierarchy view, select More Actions > Show Inactive Relationships for All Entities. The hierarchy view shows the relationships that are not active for the effective date. The hierarchy view represents inactive relationships as a dashed line. View Cross References To view cross references for an entity, click the entity and choose View > Cross References from the Action menu. IDD opens a Cross References window that displays cross references for this entity. View History To view the history for an entity, click the entity and choose View > History from the Action menu. IDD opens a History window that displays the history for this entity. The History window displays: A timeline showing a history of change events to the current entity (top of page). The current entity with read-only attributes as it existed at a given point of time (bottom of page). The default point in time is now. The timeline shows: the date range (start and end dates) that are currently visible in the timeline a legend of color-coded event types (see below) data points indicating change events for entities The types of change events includes: Event Type BO Update BO Delete Event Group Merge Event Cross Reference Event Description Data for this entity was updated. Data for this entity was deleted. IDD grouping of two or more events that occurred close to each other. Entity was merged with another record. Source system provided one or more records associated with this entity. 46 Chapter 4: Data Management in Informatica Data Director

58 Show Direct and Indirect Relationships A hop represents the number of intermediate relationships between two entities. One hop means a direct relationship (for example, a Customer entity and its Address entity). An indirect relationship is more than one hop. To show the "sphere of influence" of an entity, expand the number of hops shown in the Hierarchy View To view relationships one hop away, click the entity and choose Fetch > One Hop from the Action menu. To increase the number of hops, click the entity, choose Fetch > Preferences from the Action menu, and specify the number of hops. To view relationships multiple hops away, click the entity and choose Fetch > Many Hops from the Action menu. Hide Entities To hide an entity (except the anchor entity) and its relationships, click the entity you want to hide and choose Hide > Hide Entities from the Action menu. Hide Children To hide children, click the entity whose children you want to hide, and the choose Hide > Hide Children from the Action menu. Edit an Entity To edit an entity, click the entity you want to edit, then choose Edit > Edit Entity. IDD opens a separate entity tab so that you can edit attributes and save changes. Delete an Entity To delete an entity (except the anchor entity) and its relationships, click the entity, choose Edit > Delete Entity from the Action menu and, when prompted to confirm deletion, choose Yes. Create a Task To create a new task associated with a particular entity, click the entity, and then choose Edit > Create Task from the Action menu. Find Duplicates To search for potential duplicates for a particular entity, click the entity and choose Find > Duplicates from the Action menu. IDD opens the merge comparison dialog. Find Merge Candidates To search for merge candidates for a particular entity, click the entity and choose Find > Merge Candidates from the Action menu. IDD opens the search dialog. Open in a New Tab To open a new tab with the contents of the current tab, click the entity and choose Open in New Tab from the Action menu. Viewing Relationships and Hierarchies 47

59 Merge Records You can merge an entity or group of entities as long as they are all of the same entity type. To merge entities, press ALT and drag one entity and drop it onto another entity. IDD opens the Potential Matches tab. Decide which entities to merge, then click Merge. Manage Relationships Show Relationship Information To display information about relationships, select an entity on the canvas and click. Relationship flyover displays information about the relationship: icon to represent whether relationship is present on the graph or not, icons to represent whether relationship is foreign key relationship or not, entity, relationship, direction, hierarchy, type, start date, and end date. In the relationship table, you can click the checkbox for, to list only the relationships displayed on the canvas. In the relationship table, in the Entity column, you can enter a search term (that is entity name) and press Enter on keyboard to narrow your list of relationships in the relationship table. You can use wildcard characters such as asterisk (*) and percent (%) to find many entities with similar, but not exactly the same entity name. Also, you can sort the list of entity names in alphabetic order (ascending and descending). In the relationship table, you can apply filters for the following columns: Direction Hierarchy Type Note: Filters are available only if you select an entity on the canvas. You can control the number of records displayed in the relationship table. If you specify an effective date, the relationship table does not display inactive relationships. Set of available values in the Type filter depends on selected value in the Hierarchy filter. If Hierarchy filter value is All (default) all relationship types are available in Type filter. Select a relationship on the canvas to display only the relationship details in the relationship flyover. When you rightclick the relationship details in the relationship table, the following action menus are available: Action Menu View Relationship Details End Date Relationship Delete Relationship View Relationship History Delete All Relationship Periods Description To view the relationship details for the entities. To terminate the relationship between entities. To delete only effective period of the entity which is active for the date specified on the canvas or for the current date if date is not selected on the canvas. To view the relationship history of an entity. To delete all the effective periods of the entity. 48 Chapter 4: Data Management in Informatica Data Director

60 View Relationship Details To view the relationship details for the entities, select an entity on the canvas, click, and then right-click the entity in the relationship table and choose View Relationship Details. IDD displays details about the relationship: entity 1, entity 2, hierarchy, relationship type, relationship start date and relationship end date. Edit Relationship Details If you want, once you show relationship details, you can change any available attributes, and then click Save to save your changes. View Entity Details If you want to view details of the entity present in the relationship table, right-click the entity and choose View Entity Details. Note: In the Entity Details window, you can click the More Details button to view the complete entity details. In the relationship table, you can use this option for relationships displayed on the canvas and for hidden relationships. Add an Entity to Canvas If you want to add an entity in the relationship table to canvas, right-click the entity and choose Add to Canvas. To add multiple entities in the relationship table to canvas at once, perform one of the following actions: To add multiple adjacent entities, press and hold the SHIFT key while selecting the entities, right-click one of the selected entities, and then choose Add to Canvas. To add nonadjacent entities, press and hold the CTRL key while selecting the entities, right-click one of the selected entities, and then choose Add to Canvas. Note: In the relationship table, you can use this option only for hidden relationships. Remove an Entity from Canvas If you want to remove an entity in the relationship table from canvas, right-click the entity and then choose Remove from Canvas. To remove multiple entities in the relationship table from canvas at once, perform one of the following actions: To remove multiple adjacent entities in the relationship table, press and hold the SHIFT key while selecting the entities, right-click one of the selected entities, and then choose Remove from Canvas. To remove non-adjacent entities in the relationship table, press and hold the CTRL key while selecting the entities, right-click one of the selected entities, and then choose Remove from Canvas. Note: In the relationship table, you can use this option only for relationships displayed on the canvas. End a Relationship Between Entities You can terminate the relationship between entities by clicking the Relationships button, click a relationship in the list and choose End Date Relationship, and confirming that you want to change the relationship end date so that the relationship expires. Viewing Relationships and Hierarchies 49

61 Note: When you click End Date Relationship, the selected relationship's end date is set to a date prior to the Effective Date selected for the entity. For Example, In the Hierarchy View, if you set the Effective Date as 4/Jun/2012, then the relationship's end date is set to 3/Jun/2012. End Date Relationship operation is available: - if the selected relationship's end date is null (empty). - if only one XREF persists in the database for the current effective period and it doesn't have intersection with the effective periods from other source systems. - if selected relationship (its XREF) belongs to current source system (Source System that is specified in the IDD configuration manager). Delete Relationship To delete a relationship period for the effective date, right-click the relationship line in the relationship table and choose Delete Relationship. Delete All Relationship Periods To delete the all active and inactive relationship periods for a relationship, right-click the relationship line in the relationship table and choose Delete All Relationship Periods. The entities do not have the relationship for any effective date after you delete all relationship periods. View Relationship History If you want to view the relationship history of an entity, in the relationship table, right-click the entity and choose View Relationship History. The Relationship History table provides the information about History Date, Relationship Type, Related Entity 1, Related Entity 2, Relationship Start Date, and Relationship End Date. Note: In the Relationship History table click Show Details to view the relationship change details. Add a Relationship Between Entities In the Hierarchy View, you can add a relationship between two unrelated entities as long as a relationship type for those two entities is available. To add a relationship, drag an entity and drop it on the other entity. In the Add Relationship dialog, specify the relationship details, then click Save. Hierarchy View shows the new relationship between these two entities, as well as the direction (arrowhead) of the relationship. If the relationship has directions, unknown, bidirectional, and undirected, then it has no arrowhead. Viewing Cross References (XREFs) Before you read this topic, you should understand the data management concepts described in Data Management Overview on page 24. Key Concepts You need to understand the following key concepts. 50 Chapter 4: Data Management in Informatica Data Director

62 Source Systems One or more source systems can contribute data to any subject area. For example, data for an Address subject area could come from multiple sources, such as sales and accounting systems. Cross References Cross references (also known as XREFs) help you understand which data came from which source system. Knowing this information can help you understand which data contributed to the master entity, and to take corrective action, if necessary, by selectively unmerging data. Each cross reference represents a separate record contributed from a source system to a subject area. If multiple source systems provide data, then each source system will have a separate list of cross references. You might also see multiple cross references coming from the same source system, which can occur when records from the same source system have been merged, or when edits have been made to the record. Cross Reference View Overview The cross references are the records that may have contributed data to the current entity. To find cross references, select the entity, click More Actions and select Show Cross References or in the navigation bar on the left pane, click XREF View. IDD opens a new Cross References window, which displays: The current entity (master entity) at the top of the page. Cross references at the bottom of the page, organized by source system. Also, in the data view you can click the XREF tab to find the cross-reference for the entity. The Cross References window shows cross references at the base object level. IDD may combine several objects in the parent area of a subject area, or may represent a one-to-one relationship in a single child tab. In this case, the individual base objects that are part of the IDD logical object will be represented as separate tabs on the Cross References window. Note: For a timeline-enabled entity, the records displayed in the XREF table are based on the selected Effective Date. To view cross references details outside the selected Effective Period, choose Show Cross References outside current Effective Period. The record that is outside the effective period is marked with an exclamation mark (!). Show Trust Scores and Override an Attribute Value If you click an attribute in the selected entity at the top of the page, IDD displays a dialog that allows you to: view the trust score for the value of each cross-reference record associated with the selected entity change the BVT value for this attribute in the selected entity, either by: - selecting (checking) a different cross-reference record to contribute the BVT value for the selected entity, or - manually entering a BVT value (overriding) for this attribute for the selected entity If you change the BVT value, click OK to save your changes. Show Only Records with Trusted Values Click the Show only records with trusted values check box to show or hide only records with trusted values - trust scores that indicate the reliability and confidence factor of the attribute data for an entity, relative to the data for the corresponding attribute in another entity. Viewing Cross References (XREFs) 51

63 Show System Columns for a Cross Reference System columns provide background details about a cross reference, such as the internal name of the source system, the date on which the cross reference was created (and by whom), the date on which the cross reference was updated (and by whom), idd_vars key from the source system (PKEY_SRC_OBJECT), and internal idd_vars key (Rowid_Object). To show system columns for a particular cross reference, right-click the cross-reference in the list, and then choose Show System Columns. IDD opens a window that displays these details. Show the Raw Record for a Cross Reference A raw record is the source record that originally came from the source system. Depending on how your environment is configured, while investigating a cross reference, you might be able to review its raw record to see the state of the data prior to any data cleansing or standardization. To show the raw record for a particular cross reference, right-click the cross reference in the list, and then choose Show Raw Record. IDD opens a window that displays these details. Tip: If the entity was created using the IDD, then no Raw record will exist. Showing Pending Cross References You can show PENDING cross references by selecting (checking) the Show pending cross-references check box. Pending cross references are highlighted with an exclamation point (!). Right-click a PENDING cross reference to see available commands. Note: You must not use the Unmerge, Create Unmerge Task, Show Raw Record, and Show System Columns commands. Clear (uncheck) this check box to display only ACTIVE cross references in the tab. Update Cell Data Depending on how your environment is configured, you might be able to replace cell data in the entity at the top of the screen with cell data from a cross reference. You could do this if, for example, you determined that the data in the cross reference was closer to the best version of the truth (BVT) than the current data in the entity. Colors in the cross reference table can highlight what cross reference attribute values (from the cross references at the bottom of the screen) contribute to BVT attributes in the entity at the top of the screen. To update cell data in a trust-enabled column from a particular cross reference: 1. In the cross reference, right-click the cell containing the data you want to use. 2. Choose Use This Value Instead. 3. Click Save to save your changes. Unmerge Data You can unmerge a cross reference from an entity in order to remove its influence on the entity data. 52 Chapter 4: Data Management in Informatica Data Director

64 To unmerge a particular cross reference, right-click the cross-reference in the list, and then choose Unmerge. IDD offers you two unmerge strategies: Unmerge Strategy Unmerge Cross Reference Only Unmerge Cross Reference With Lineage Description Unmerge a cross reference from the selected entity. In this case, only the unmerged record is removed from the unmerge tree. The selected row in the cross-reference table is reinstated as its own row and the influence of that row on the current entity is removed. Choose this command to perform a tree unmerge on a cross reference from the selected base object. During a tree unmerge, an entire set of merged base object records become unmerged from the original structure into an intact substructure. The following example shows the difference between these two unmerge strategies using a sample set of seven records. In these figures: Record 1 represents the master record. Records 6 and 7 were previously merged into record 5. Records 3 and 4 were previously merged into record 2. Records 5 and 2 were then merged into record 1. Unmerge Cross Reference Only This kind of unmerge for record 5 causes that record to separate from the rest of the merged records, and the records that were merged to it (in this case, records 6 and 7) become merged with record 1, the base object. Unmerge Cross Reference With Lineage An unmerge with lineage for record 5 causes that record and all of its merged records (the "tree") to separate from the base object and the other merged records as a unit. Viewing Cross References (XREFs) 53