Oracle Data Relationship Management Suite User's Guide. Release

Transcription

1 Oracl Data Rlationship Managmnt Suit Usr's Guid Rlas E Jun 2018

2 Oracl Data Rlationship Managmnt Suit Usr's Guid, Rlas E Copyright 1999, 2018, Oracl and/or its affiliats. All rights rsrvd. Primary Author: EPM Information Dvlopmnt Tam This softwar and rlatd documntation ar providd undr a licns agrmnt containing rstrictions on us and disclosur and ar protctd by intllctual proprty laws. Excpt as xprssly prmittd in your licns agrmnt or allowd by law, you may not us, copy, rproduc, translat, broadcast, modify, licns, transmit, distribut, xhibit, prform, publish, or display any part, in any form, or by any mans. Rvrs nginring, disassmbly, or dcompilation of this softwar, unlss rquird by law for introprability, is prohibitd. Th information containd hrin is subjct to chang without notic and is not warrantd to b rror-fr. If you find any rrors, plas rport thm to us in writing. If this is softwar or rlatd documntation that is dlivrd to th U.S. Govrnmnt or anyon licnsing it on bhalf of th U.S. Govrnmnt, thn th following notic is applicabl: U.S. GOVERNMENT END USERS: Oracl programs, including any oprating systm, intgratd softwar, any programs installd on th hardwar, and/or documntation, dlivrd to U.S. Govrnmnt nd usrs ar "commrcial computr softwar" pursuant to th applicabl Fdral Acquisition Rgulation and agncyspcific supplmntal rgulations. As such, us, duplication, disclosur, modification, and adaptation of th programs, including any oprating systm, intgratd softwar, any programs installd on th hardwar, and/or documntation, shall b subjct to licns trms and licns rstrictions applicabl to th programs. No othr rights ar grantd to th U.S. Govrnmnt. This softwar or hardwar is dvlopd for gnral us in a varity of information managmnt applications. It is not dvlopd or intndd for us in any inhrntly dangrous applications, including applications that may crat a risk of prsonal injury. If you us this softwar or hardwar in dangrous applications, thn you shall b rsponsibl to tak all appropriat fail-saf, backup, rdundancy, and othr masurs to nsur its saf us. Oracl Corporation and its affiliats disclaim any liability for any damags causd by us of this softwar or hardwar in dangrous applications. Oracl and Java ar rgistrd tradmarks of Oracl and/or its affiliats. Othr nams may b tradmarks of thir rspctiv ownrs. Intl and Intl Xon ar tradmarks or rgistrd tradmarks of Intl Corporation. All SPARC tradmarks ar usd undr licns and ar tradmarks or rgistrd tradmarks of SPARC Intrnational, Inc. AMD, Optron, th AMD logo, and th AMD Optron logo ar tradmarks or rgistrd tradmarks of Advancd Micro Dvics. UNIX is a rgistrd tradmark of Th Opn Group. This softwar or hardwar and documntation may provid accss to or information about contnt, products, and srvics from third partis. Oracl Corporation and its affiliats ar not rsponsibl for and xprssly disclaim all warrantis of any kind with rspct to third-party contnt, products, and srvics unlss othrwis st forth in an applicabl agrmnt btwn you and Oracl. Oracl Corporation and its affiliats will not b rsponsibl for any loss, costs, or damags incurrd du to your accss to or us of third-party contnt, products, or srvics, xcpt as st forth in an applicabl agrmnt btwn you and Oracl.

3 Contnts Documntation Accssibility Documntation Fdback 1 Rvision History 2 Gtting Startd About Data Rlationship Managmnt 2-1 Accssing Data Rlationship Managmnt 2-1 Changing Passwords 2-2 Scurity 2-2 Navigation Mnu 2-3 Troublshooting Tips Managing Vrsions Data Rlationship Managmnt Vrsion Lif Cycl 3-1 Vrsion Typ and Status 3-2 Crating Vrsions 3-3 Working with Vrsion Variabls 3-3 Crating Vrsion Variabls 3-3 Assigning a Vrsion to a Variabl 3-4 Dlting Vrsion Variabls 3-4 Copying Vrsions 3-4 Saving Vrsions 3-5 Loading and Unloading Vrsions 3-5 Crating As-Of Vrsions 3-6 Editing Vrsion Proprtis 3-6 Assigning Validations to Vrsions 3-7 Assigning Nods to Domains 3-8 iii

4 Assigning Domains to Vrsions 3-9 Dlting Vrsions 3-9 Vrsion Backup and Rstor Managing Hirarchis Crating Hirarchis 4-1 Editing Hirarchy Proprtis 4-2 Enabling and Disabling Nod Typs 4-5 Opning Hirarchis 4-5 Hirarchy Groups 4-6 Assigning Controlld Nod Accss Groups 4-7 Assigning Validations 4-8 Dlting Hirarchis Working with Nods About Nods 5-1 Using Domains 5-2 Adding and Insrting Nods 5-2 ID Function 5-5 Modling Nods 5-5 Copying Nod Proprtis 5-7 Moving and Ordring Nods 5-7 Rlaxd Mov Option 5-8 Sorting Nods 5-8 Custom Sort Ordr 5-8 Nod Dltion Mthods 5-9 Mrging Nods 5-12 Dlting Nods 5-12 Rmoving Nods 5-13 Annulling Nods 5-13 Inactivating Nods 5-14 Ractivating Nods 5-14 Assigning Validations 5-15 Orphan Nods 5-15 Navigating Nods in Tr Viw 5-16 Viwing Rlationships 5-16 Stting Options in Tr Viw 5-17 Finding Nods 5-17 Nod Scurity 5-19 iv

5 Using Shard Nods 5-20 Shard Nod Proprtis 5-21 Enabling Shard Nods 5-21 Adding and Insrting Shard Nods 5-22 Rmoving and Dlting Shard Nods 5-23 Rnaming Shard Nods 5-23 Convrting a Shard Nod to a Primary Nod 5-23 Displaying Shard Nods 5-24 Shard Nods and Domains Managing Proprtis Proprty Catgoris 6-1 Systm Proprtis 6-2 Stats Proprtis 6-3 Proprty Valu Scop and Origin 6-4 Proprty Status 6-5 Editing Proprty Valus 6-6 Filtring Proprtis Validating Data Validating Vrsions 7-1 Validating Hirarchis 7-2 Validating Nods 7-2 Working With Validation Rsults Govrnanc Workflows Workflow Modls 8-1 Working with Rqusts 8-2 Rqust Lifcycl 8-9 Crating Rqusts 8-9 Calculating Rqust Itm Proprtis 8-11 Validating Rqust Itms 8-11 Submitting Rqusts 8-11 Claiming Rqusts 8-12 Unclaiming Rqusts 8-12 Approving Rqusts 8-13 Enriching Rqusts 8-13 Pushing Back Rqusts 8-14 Escalating Rqusts 8-14 v

6 Rjcting Rqusts 8-15 Handling Ovrdu Rqusts 8-15 Skipping a Workflow Stag 8-15 Promoting Rqusts 8-15 Splitting Rqusts 8-16 Committing Rqusts 8-16 Navigating th Worklist 8-16 Notifications Using Quris Qury Typs 9-1 Oprator Dscriptions 9-1 Crating Quris 9-3 Working with Qury Rsults 9-6 Managing Quris Comparing Hirarchis Compar Typs 10-1 Crating Compars 10-1 Working with Compar Rsults 10-4 Managing Compars Working with Action Scripts Action Script Paramtrs 11-1 Loading Action Scripts From Flat Fils 11-9 Loading Action Scripts From a Transaction Log Loading Action Scripts From a Nod Modl Working with Imports Import Sctions 12-1 Using Substitution Paramtrs 12-3 Crating Imports 12-3 Running, Copying, Moving, and Dlting Imports Viwing Import Rsults vi

7 13 Blnding Vrsions Crating Blndrs 13-1 Running, Copying, Moving, and Dlting Blndrs 13-6 Viwing Blndr Rsults Working with Exports Crating Exports 14-1 Using Substitution Paramtrs 14-3 Export Spcific Columns 14-3 Hirarchy Export 14-5 Customization Tags Hirarchy XML Export Gnration Export Compar Export Diffrnc Export EPM Architct Export Vrsion Export Proprty List Export Proprty Lookup Export Transaction Log Export Mrg Log Export Crating Export Books Running, Copying, Moving, and Dlting Exports and Export Books Job Managmnt 16 Auditing Transactions, Jobs, and Rqusts Auditing Transaction History 16-1 Data Actions in Transaction History 16-2 Auditing Rqusts 16-7 Viwing Job History Using th Data Rlationship Managmnt Batch Clint Scuring th Batch Clint 17-1 Running th Batch Clint 17-2 Command Lin and Configuration Fil Syntax 17-3 vii

8 Command Lin Paramtrs and Configuration Fil Kys 17-5 Outputs and Rsult Cods Using Data Rlationship Managmnt Analytics Vrsion Linag 18-2 Using Filtrs 18-2 Chang Managmnt Dashboard 18-3 Viwing Chang Mtrics 18-4 Growth Analysis Dashboard 18-5 Viwing Growth Mtrics 18-6 Rqust Monitoring Dashboard 18-6 Viwing Rqust Mtrics 18-7 Modl Analysis Dashboard 18-8 Viwing Modl Mtrics 18-9 Usr Rol Assignmnt Rport Accss Group Mmbrship Rport Objct Accss Group Authorization Rport Hirarchy Accss Group Assignmnt Rport Workflow Accss Group Assignmnt Rport Usr Login Activity Rport Mtadata Objct Usag Rport A Dashboard Mtrics Chang Managmnt Dashboard A-1 Growth Analysis Dashboard A-3 Rqust Monitoring Dashboard A-3 Modl Analysis Dashboard A-5 viii

9 Documntation Accssibility For information about Oracl's commitmnt to accssibility, visit th Oracl Accssibility Program wbsit at ctx=acc&id=docacc. Accss to Oracl Support Oracl customrs that hav purchasd support hav accss to lctronic support through My Oracl Support. For information, visit lookup?ctx=acc&id=info or visit if you ar haring impaird. ix

10 Documntation Fdback Documntation Fdback To provid fdback on this documntation, snd mail to or, in an Oracl Hlp Cntr topic, click th Fdback button locatd bnath th Tabl of Contnts (you may nd to scroll down to s th button). Follow EPM Information Dvlopmnt on ths social mdia sits: LinkdIn - Twittr - Facbook - Googl+ - # /posts YouTub - x

11 1 Rvision History Th following topics hav bn updatd in this rlas of th guid: Topic Proprty Status Editing Proprty Valus Hirarchy Export Compar Export Vrsion Export Notifications Hirarchy Export Gnration Export Compar Export Diffrnc Export Vrsion Export Proprty List Export Proprty Lookup Export Transaction Log Export Mrg Log Export Troublshooting Tips Filtring Proprtis Crating Quris Crating Imports Import Sctions Chang Updatd dscription for Rmov Duplicats. Updatd dscription for Rmov Duplicats option in stp 3. Addd a Tip to th Databas Columns Options bullt. Various updats to clarify and updat notification bhavior. Clarifid th bhavior of th quotd strings option. Addd nw sction "Troublshooting Tips" to th Gtting Startd chaptr. Addd workaround information about pasting into filds. Addd a not that filtring of nod typ proprtis applis to th Wb clint only. Addd not to stp 14 that th Nam proprty is always displayd in qury rsults rgardlss of what proprtis ar slctd to display. Updatd th dscription for Strip Quotd Strings in stp 6. Add information on how to nabl procss and stripping of quotd strings to th Prsrving Quotd Strings and Formatting sction. 1-1

12 2 Gtting Startd Rlatd Topics About Data Rlationship Managmnt Accssing Data Rlationship Managmnt Scurity Navigation Mnu Troublshooting Tips About Data Rlationship Managmnt Oracl Data Rlationship Managmnt functions as a hub whr rporting structurs ar maintaind, analyzd, and validatd bfor moving throughout th ntrpris. Data Rlationship Managmnt dos th following: Manags businss ntitis, hirarchis, attributs, and mappings across multipl systms Validats data rlationships and calculats attribut valus using businss ruls Enforcs rfrntial intgrity across all subscribing systms and hirarchis Enabls usrs to crat and manag altrnat viws Mrgs indpndnt data sts from diffrnt sourcs and combins thm into a mastr st Maintains historical vrsions for comparativ rporting and analysis Tracks all hirarchy and attribut changs with a full-faturd audit log Can srv as th main point-of-ntry to updat subscribing systms or b usd aftr-th-fact for rconciliation and analysis Caution: Whn you nam mtadata objcts such as xports and compars, do not us a comma in th nam. Accssing Data Rlationship Managmnt To start th Oracl Data Rlationship Managmnt clint: 1. Slct Start, thn Programs, thn Oracl EPM Systm, thn Data Rlationship Managmnt, thn Wb Clint. 2. Entr your usr nam and password. 2-1

13 Chaptr 2 Scurity Changing Passwords Usr nams and passwords ar cas-snsitiv. 3. Slct an application and click Log On. To chang a password: 1. From th Oracl Data Rlationship Managmnt Hom pag, slct Prfrncs. 2. Click Chang My Password. 3. Typ th currnt password. 4. Typ th nw password. Whn a usr is authnticatd nativly and th PasswordPolicyEnabld systm prfrnc is st to Tru, a password must contain thr of th following lmnts: Upprcas lttrs Lowrcas lttrs Numbrs Spcial charactrs Othrwis, th password is not rstrictd unlss by an xtrnal dirctory whn th usr is authnticatd via Oracl Hyprion Shard Srvics. Scurity 5. Typ th nw password again. 6. Click OK. Usr accss is dtrmind by: Usr rol assignmnts For mor information, s th Oracl Data Rlationship Managmnt Administrator's Guid. Vrsion status Working vrsions Accssibl to all usrs basd on thir scurity privilgs Submittd vrsions Can b ditd by th vrsion ownr or a Data Managr Finalizd vrsions Rad only to all usr rols Expird vrsions Rad only to th vrsion ownr or a Data Managr rol. 2-2

14 Chaptr 2 Navigation Mnu Navigation Mnu Nod accss group assignmnts Nod accss groups ar usd to control usr accss to hirarchis and nods. Usrs can b assignd to spcific groups that hav prmissions to crtain nods within Oracl Data Rlationship Managmnt. For xampl, within th chart of accounts, a group of usrs may only nd to maintain th Asst structur. If a usr dos not hav accss to any nod in a hirarchy, th hirarchy is not displayd. If a usr dos not hav accss to any hirarchis in a vrsion, th vrsion is not displayd. Proprty catgory assignmnts Accss can b rstrictd to crtain proprty catgoris for vrsions, hirarchis, and nods. In most cass, proprty catgoris ar basd on a systm basis. Oracl Data Rlationship Managmnt faturs and contnt ar organizd into a st of wb pags which ar accssd from a cntralizd navigation mnu on th Hom pag. Dpnding on th rols assignd to a usr, a limitd st of mnu itms may b availabl for slction. Dscriptions for ach group of wb pags accssibl from th Hom pag navigation mnu ar listd blow. Worklist Th Worklist pag is usd to crat, viw, and sarch for rqusts using govrnanc workflows to procss proposd changs to data. Whn a rqust is cratd or opnd, th rqust is displayd on a sparat instanc tab. Rqust lvl actions ar prformd on th instanc tab for ach rqust. Brows Th Brows pags ar usd to brows, sarch, and dit vrsions, hirarchis, nods, and proprtis. Batch validations ar run and thir rsults ar rturnd on th Brows pags. Th administration of vrsions and hirarchis including crating, dlting and assigning accss is also handld on ths pags. Whn you brows a hirarchy for a vrsion, ach hirarchy opns on a sparat instanc tab. Hirarchy nod lvl actions ar prformd on th instanc tab for ach hirarchy. Qury Th Qury pags ar usd to manag and run proprty quris and work with th rsults of a qury procss. Th dtails and rsults of ach qury ar displayd on a sparat instanc tab. Th rsults of ach qury can b ditd so you can mak changs to hirarchy nods and proprtis without navigating to th Brows pags. Compar Th Compar pags ar usd to manag and run compars and work with th rsults of th comparison procss. Th dtails and rsults of ach compar ar displayd on a sparat instanc tab. Th rsults of ach compar can b ditd so you can mak changs to hirarchy nods and proprtis without navigating to th Brows pags. Script Th Script pags ar usd to load and run action scripts and viw th rsults of a script which was procssd. You can hav only on action script (and its rsults) opn at a tim. An action script that has bn loadd from anothr sourc can b ditd dirctly from th Script pag. Import Th Import pags ar usd to manag and run imports and viw th rsults of an import procss. Th dtails and rsults of ach import ar displayd on a sparat instanc tab. Blnd Th Blnd pags ar usd to manag and run blndrs and viw th rsults of a blndr procss. Th dtails and rsults of ach blndr ar displayd on a sparat instanc tab. 2-3

15 Chaptr 2 Troublshooting Tips Export Th Export pags ar usd to manag xports and books, run xport procsss, and viw th rsults of an xport procss. Th dtails and rsults of ach xport or book ar displayd on a sparat instanc tab. Audit Th Audit pags ar usd to qury and viw history for transactions, jobs, and xtrnal rqusts. Only on typ of history can b slctd and viwd at a tim. Administr Th Administr pags ar usd to administr mtadata, workflow, and scurity for thdata Rlationship Managmnt application. Th dtails of ach mtadata, workflow, or scurity objct ar displayd on a sparat instanc tab. Troublshooting Tips Pasting Into Entry Filds In som cass, contnt cannot b pastd from th clipboard by using right click and thn Past. To workaround this issu, us Ctrl-V or click Edit and thn slct Past to past contnt from th clipboard. 2-4

16 3 Managing Vrsions Oracl Data Rlationship Managmnt organizs sts of rlatd data into vrsions. A vrsion is a singl, indpndnt st of data that can rprsnt a priod of tim or a businss scnario. Data within ach vrsion is catgorizd into hirarchis, nods, and proprtis. All data-rlatd oprations rquir slction of a vrsion. Sparat vrsions ar typically usd for th following purposs: To maintain historical copis of hirarchis, nods, and proprtis for prvious priods in tim. To crat nw data or modl changs to xisting data without affcting othr usrs or procsss. To load data from diffrnt sourcs to b compard, rationalizd, and blndd. Data Rlationship Managmnt Vrsion Lif Cycl Most organizations us Oracl Data Rlationship Managmnt on a cyclical basis that matchs thir oprational or rporting calndar. Within ach calndar priod, th us of Data Rlationship Managmnt follows a prdictabl pattrn: 1. A nw Data Rlationship Managmnt Working vrsion is cratd as a copy of th Finalizd vrsion from th prvious priod. Th nw vrsion may contain multipl hirarchis (for xampl, for th chart of accounts, th organization structur, and th product structur). 2. Changs ar mad to th Working vrsion. Validations ar automatically prformd as usrs ntr or modify hirarchy data. 3. If ncssary, bulk changs to hirarchy data ar prformd using Action Scripts. 4. Nar th rporting priod dadlin, th vrsion status is changd to Submittd and changs ar no longr prmittd. Validations ar prformd to nsur th intgrity of th data. Compars can b usd to idntify diffrncs btwn th currnt vrsion and th prvious Finalizd vrsion. 5. Whn data intgrity is assurd, th vrsion status is changd to Finalizd and no furthr changs ar prmittd. 6. Th vrsion status for th prvious rporting priod may b changd from Finalizd to Expird, and th vrsion is stord for possibl futur us in historical analyss or as an audit rcord. 7. Exports ar prformd from th Finalizd vrsion to snd hirarchy data to participating systms. Aftr all xports ar complt and hav bn loadd to th dstination systms, all participating systms hav consistnt hirarchical data as a basis for th priod nd rporting procss. Existing organizational workflow constraints can b nforcd by Data Rlationship Managmnt: Businss ruls might rquir that all nw cost cntrs b approvd by Corporat Trasury. In this cas, a proprty can b addd to indicat approval, and no nods 3-1

17 Chaptr 3 Vrsion Typ and Status ar xportd to othr systms until th proprty is changd to approvd. Corporat Trasury can b grantd accss to updat only th indicator proprty. A proprty qury can also b dfind to idntify indicator nods. Businss procsss might rquir that all hirarchy updats b rdirctd to a ddicatd group rsponsibl for implmnting such updats. Following rviw and approval, changs can b ntrd into a flat fil for bulk loading via Action Scripts into Data Rlationship Managmnt. This automatd approach can significantly rduc potntial typing rrors. Mor complx businss procsss that involv th coordination of multipl usr inputs and approval bfor committing changs can b handld using chang rqusts. Othr tasks that ar prformd on an irrgular basis: Nw hirarchis can b stablishd to support an xpansion in scop of th participating systms. Hirarchis can b importd from an xtrnal sourc or can b dirctly cratd within Data Rlationship Managmnt. Hirarchis may nd to b rstructurd to comply with changing businss nds. Sparat vrsions can b usd to isolat ths modifications from othr production vrsions usd for xporting to subscribing systms. Using th Blndr fatur, nwly importd or rstructurd data in diffrnt vrsions can b combind into th sam vrsion with othr xisting production data. Vrsion Typ and Status Vrsion information is availabl from th Brows task on th navigation bar. Each vrsion has th following charactristics: Vrsion nam Vrsion dscription Typ Normal A vrsion that can b ditd and its status modifid. Baslin A copy of th normal vrsion at th tim it was savd. This vrsion typ has a status of Expird. As-Of A historical viw of a normal vrsion basd on a tim priod or transaction ID. Status Working Usrs can dit vrsions with this status. Submittd Only usrs who ar th ownr of a vrsion or with a usr rol of Data Managr can dit vrsions with this status. Finalizd No on can dit vrsions with this status. Expird No on can dit vrsions with this status. 3-2

18 Chaptr 3 Crating Vrsions Only Data Managr usrs or vrsion ownrs can s Expird vrsions. Crating Vrsions Savd Spcifis if th vrsion is savd to th databas or not. If not savd, th vrsion is dtachd from th databas and changs ar mad in mmory only and will b lost if th application is stoppd. Load Status Spcifis if th vrsion is loadd into mmory and rady to us or initializd but not loadd into mmory. To crat a nw, mpty vrsion: 1. From Brows, click. 2. Entr a nam and dscription for th vrsion, and thn click OK. Whn th vrsion tr rfrshs, th nw vrsion is displayd in a dtachd (unsavd) stat and you can start adding data to it. Working with Vrsion Variabls Vrsion variabls allow dynamic rfrncs to vrsions, which can chang ovr tim. Data Crator, Data Managr, and Application Administrator rol usrs can crat vrsion variabls to rfr to diffrnt vrsions ovr tim. Usr variabls ar managd by ths usrs for thir own prsonal us. Standard variabls ar managd by Data Managr usrs for public us by all usrs. Systm variabls ar managd by Application Administrators for systm intgration purposs. A vrsion may b assignd to multipl variabls but any variabl may only hav on vrsion assignd. A variabl may also hav no vrsions assignd but it is not rcommndd for variabls that ar savd with usr mtadata objcts such as quris, compars, and xports. In all aras of Oracl Data Rlationship Managmnt, a vrsion variabl may b usd in th sam mannr as a vrsion nam. Using vrsion variabls, you can also: Quickly find a vrsion in a larg list of vrsions. Sav vrsion variabls with quris, compars, imports, blndrs, and xports. Crating Vrsion Variabls Whn crating a vrsion variabl, you must ntr a labl and slct an objct accss lvl (usr, standard, systm, or custom group). Th labl must b uniqu across all vrsions and variabls. A vrsion variabl may b cratd by adding it to th list of xisting variabls or by slcting a vrsion and adding a nw variabl. To crat a vrsion variabl: 1. From Brows, click. 3-3

19 Chaptr 3 Copying Vrsions 2. Click. 3. Entr th nam and dscription for th vrsion variabl and slct an objct accss. 4. Click OK. Assigning a Vrsion to a Variabl You can assign any Normal vrsion to any accssibl vrsion variabl. Baslin or As- Of vrsions cannot b assignd to a variabl. Only on vrsion can b assignd to a variabl. If a variabl currntly has a vrsion assignd, thn that vrsion is rmovd and th nw vrsion is assignd. To assign a vrsion to a variabl: 1. From Brows, right-click a vrsion to assign it to a variabl and thn slct St Variabls. 2. Slct a variabl from th list. To mak multipl changs to vrsion variabl assignmnts: 1. From Brows, click. 2. For any assignd vrsion that you want to chang, slct th row. In th Assignd Vrsion column, slct th nw vrsion to assign to th variabl. 3. In th Action column, click. 4. Click Clos. Dlting Vrsion Variabls You can dlt any vrsion variabl for which you hav managmnt rights. To dlt a vrsion variabl: Copying Vrsions 1. From Brows, click. 2. For any vrsion variabl that you want to dlt, slct th row of th variabl you want to dlt and click in th Action column. 3. Click Dlt th Variabl to confirm th dltion. You can copy xisting vrsions to crat nw vrsions. A vrsion copy will crat a normal, working vrsion. Hirarchis, nods, and proprtis ar copid to th nw vrsion as wll as accss and validation assignmnts. Baslin vrsions, As-Of vrsions, and transaction history ar not copid. To copy a vrsion: 1. From Brows, slct a vrsion. 2. Slct Vrsions, thn Copy. 3-4

20 Chaptr 3 Saving Vrsions 3. Entr a nam and dscription for th vrsion. 4. Optional: If th Chang Approval systm prfrnc is nabld in th vrsion you ar copying, you can clar it in th nw vrsion. 5. Click OK. Saving Vrsions Whn th vrsion tr rfrshs, th nw vrsion is displayd in a dtachd (unsavd) stat. To sav a dtachd vrsion: 1. From Brows, slct a dtachd vrsion. 2. Slct Vrsions, thn Sav. Whn th vrsion tr rfrshs, th vrsion is displayd as savd. Loading and Unloading Vrsions Oracl Data Rlationship Managmnt works with vrsions of data loadd into mmory on th application srvr. A vrsion is loadd: At th tim th vrsion is cratd Explicitly from th application rpository by usr rqust Implicitly whn data is rqustd from a savd vrsion At th bginning of a data import procss During a vrsion rstor procss from a backup fil Loadd vrsions can utiliz significant srvr rsourcs (mmory). Each loadd vrsion incrass th amount of mmory usd on th application srvr by Data Rlationship Managmnt. Whn a vrsion is no longr bing usd, it is rcommndd to unload th vrsion to nabl othr procsss to us thos rsourcs. To xplicitly load a savd vrsion from th rpository: 1. From Brows, slct a savd vrsion. 2. Slct Vrsions, thn Load. Th Load Status of th vrsion will chang from Initializd to Savd aftr th vrsion is loadd. Unloading a vrsion clars it from mmory and dlts it if not savd to th databas. To unload a savd vrsion: 1. From Brows, slct a vrsion. 3-5

21 Chaptr 3 Crating As-Of Vrsions 2. Slct Vrsions, thn Unload. Crating As-Of Vrsions Whn th vrsion tr rfrshs, th vrsion is displayd with a Load Status of Initializd. An As-Of vrsion is a snapshot of a normal vrsion as of a givn point in tim. This typ of vrsion is cratd using th baslin vrsion and applying changs from th transaction log up to th spcifid point in tim. Only usrs who ar th ownr of a vrsion or who hav a usr rol of Data Managr can crat an As-Of vrsion. You can spcify an As-Of vrsion using: A dat and tim A dat offst from th currnt dat A spcific transaction ID Whn crating an As-Of vrsion using typs Transaction Dat/Tim or Transaction Dat Offst (days), th vrsion nam includs th dat/tim and tim zon of th clint browsr that cratd th As-Of vrsion. Exampl: Dpartmnts - As-Of: :55:03 (Mountain Daylight Tim). Th dat/tim and tim zon in th vrsion nam ar static to asily idntify th origin of th As-Of vrsion. Th dat/tim and tim zon ar not UTC valus and ar not rcalculatd for diffrnt clint tim zons. Whn crating an As-Of vrsion using typ Transaction ID, th vrsion nam includs th spcifid transaction ID. Exampl: Dpartmnts - As-Of:1000 To crat an As-Of vrsion: 1. From Brows, slct a normal vrsion. 2. Slct Vrsions, thn Crat As-Of Vrsion. 3. Slct th As-Of Typ: Transaction Dat/Tim, Transaction Dat Offst (Days), or Transaction ID. 4. Prform an action: For Transaction Dat/Tim, ntr th dat and tim for th snapshot and click OK. For Transaction Dat Offst (Days), ntr th numbr of days offst from th currnt dat and th tim of day and thn click OK. For Transaction ID, ntr th transaction ID and click OK. Whn th vrsion tr rfrshs, th As-Of vrsion is displayd as a child of its normal vrsion. Editing Vrsion Proprtis Vrsion proprtis ar dfind at th vrsion lvl and ar th sam for all nods in all hirarchis. By dfinition, vrsion proprtis ar always global proprtis. 3-6

22 Chaptr 3 Assigning Validations to Vrsions Tabl 3-1 Vrsion Proprtis and Dfinitions Vrsion Proprty Vrsion ID Vrsion Nam Vrsion Dscription Vrsion Status Vrsion Ownr Exact Copy Flag Copy Tim Lgacy ID Lgacy Nam Linag Vrsion Domains in Us Dfinition Uniqu, intrnal idntifir for th vrsion Nam of th vrsion Dscription for th vrsion Status of th vrsion: Working, Submittd, Finalizd, Expird Usr nam of th usr who cratd th vrsion Boolan indicating if th copid vrsion is an xact copy of th sourc vrsion Dat and tim th vrsion was copid Intrnal idntifir of th vrsion from which it was copid Nam of th vrsion from which it was copid Nam of th vrsion from which linag should b built List of domains to which nods in th vrsion can b mmbrs To dit vrsion proprtis: 1. From Brows, slct a vrsion. 2. Slct Vrsions, thn Proprtis. Vrsion proprtis ar displayd on th Proprtis tab of th sidbar. 3. Slct a proprty catgory from th Catgory list. 4. Click th proprty row to dit and mak changs. For simpl data typs, you can dit th proprty valu within th ditor. For mor complx data typs, click to accss th advancd ditor for th proprty valu. 5. Rpat stps 2 and 3 as ndd to dit vrsion proprtis. 6. Click Sav in th proprty grid. Assigning Validations to Vrsions To assign validations to a vrsion: 1. From Brows, slct a vrsion. 2. Slct Vrsions, thn Assign Validations. 3-7

23 Chaptr 3 Assigning Nods to Domains Validations ar displayd on th Proprtis tab of th sidbar. 3. Click a validation row to assign to th vrsion. 4. From th Valu list, slct th typ of validation: Ral-tim Validation is automatically run at th tim of making a hirarchy chang or saving proprty changs. This typ of validation will prvnt changs from bing savd if thy ar not valid. Ral-tim validations can only b run at th nod lvl. Batch Validation is run xplicitly by a usr from th vrsion, hirarchy, or nod lvl. Validation rsults ar rturnd as a list of nods and failur mssags for ach. Both Run validation in ral-tim and batch. Dpnding on how th validation is configurd, only som of th typs may b availabl. To rmov a validation assignmnt, chang th valu to Non or slct Rmov Valu from th proprty mnu. 5. Rpat stps 2 and 3 as ndd to assign validations to th vrsion. 6. Click Sav in th proprty grid. Assigning Nods to Domains You can assign nods to domains at th vrsion lvl. To assign nods to domains: 1. From Brows, slct a vrsion. 2. From Vrsions slct Domain Mmbrship. 3. You can slct from th following options: Dfault Domain only Qualifid nods ar assignd to th spcifid domain. Ovrrid Proprty only Qualifid nods ar assignd to th domain spcifid in th ovrrid proprty. An ovrrid proprty is a dsignatd global proprty with a domain nam valu usd for domain nam qualification and domain assignmnt. 3-8

24 Chaptr 3 Assigning Domains to Vrsions Dfault Domain and Ovrrid Proprty If both options ar spcifid, th dfault domain is usd only whn th ovrrid proprty valu at th nod is blank. If th ovrrid proprty valu is invalid, thn th dfault domain is not usd and an rror occurs. Inclusion Filtr Us with any nam qualification options; only qualifid nods in th filtr rsults ar assignd to th domain spcifid in Ovrrid Proprty or Dfault Domain 4. Click OK. Aftr a nod is mad a mmbr of a domain assignd to th vrsion, you cannot rmov th domain from th vrsion unlss all of th domain nods ar dltd from th vrsion or th domain itslf is dltd. Assigning Domains to Vrsions You can assign multipl domains to a vrsion. To assign a domain to a vrsion: 1. From Brows, slct a vrsion. 2. Click. 3. Slct Systm from th Catgory drop-down list and slct th Domains in Us proprty. 4. Click in th Valu column. 5. From Availabl, slct domains to assign to th vrsion and mov thm to th Slctd list. You can us th up and down arrows in th Slctd list to dtrmin th ordr in which th domains ar displayd. 6. Click OK. Dlting Vrsions Savd and dtachd vrsions can b dltd from a Oracl Data Rlationship Managmnt application whn thy ar no longr ncssary. Dlting a dtachd vrsion clars it from mmory on th application srvr. For savd vrsions, th dltion procss is handld in two phass: 1. Th vrsion is clard from mmory on th application srvr. 2. Databas rcords for th dltd vrsion ar rmovd from th rpository as a schduld task. 3-9

25 Chaptr 3 Vrsion Backup and Rstor Only normal and As-Of vrsions can b dltd. Whn you dlt a normal vrsion, all baslin and As-Of vrsions for th vrsion ar dltd as is th transaction history and rqusts for thos vrsions. To dlt a vrsion: 1. From Brows, slct a vrsion. 2. Slct Vrsions, thn Dlt. 3. Click OK to confirm th dltion. Whn th vrsion tr rfrshs, th vrsion is no longr displayd. Vrsion Backup and Rstor Vrsions of data stord within a Oracl Data Rlationship Managmnt application may b tmporarily archivd to a fil systm or migratd to anothr application using a backup and rstor procdur. On or mor vrsions may b slctd and includd in a backup fil which is writtn to an xtrnal connction dfind by an administrator. Th backup fil may latr b rstord to th sam or a diffrnt application. During th rstor procss, Data Rlationship Managmnt idntifis whthr any incompatibilitis xist btwn th proprtis stord in th fil and th proprty dfinitions to which thy will b loadd in th targt application. Rstor From Fil Warning transactions ar loggd for proprty incompatibilitis which may b ncountrd during th rstor procss. Caution: Vrsion backup fils can only b rstord to a Data Rlationship Managmnt application of th sam rlas lvl. For xampl, vrsion backup fils output from an x application can only b rstord in an x application. Databas backups of th Data Rlationship Managmnt rpository should b usd to prmanntly archiv application data. You cannot modify th binary backup fil aftr cration. To back up vrsion to a fil: 1. From Brows, slct a vrsion. 2. From Vrsions, slct Backup to Fil. 3. From Connction, slct a connction and ntr a filnam for th savd vrsion fil. 4. Th vrsion you slctd should alrady b in th Slctd list. To includ mor vrsions in th savd vrsions fil, mov vrsions from Availabl to Slctd. 5. Click OK. 3-10

26 Chaptr 3 Vrsion Backup and Rstor To rstor vrsions from a fil: 1. Log in to th application. 2. From Brows, slct Vrsions, and thn slct Rstor from Fil. 3. From Connction, slct a connction. 4. Entr th nam of th fil, and thn click Opn. 5. Slct on or mor vrsions to load into th application. 6. Click OK. 3-11

27 4 Managing Hirarchis A Oracl Data Rlationship Managmnt vrsion can contain on or mor hirarchis. A hirarchy can rprsnt a businss viw, rporting structur, or a collction of rlatd itms. Hirarchis group and organiz data into nods, rlationships, and proprtis. Each hirarchy is assignd a top nod and othr nods in th vrsion can b addd to th hirarchy by dfining parnt-child rlationships btwn thm. All nods that ar dscndants of a hirarchy's top nod ar includd within th hirarchy. A nod can xist in multipl hirarchis and will always hav th sam dscndants in vry hirarchy to nsur synchronization across hirarchis. A nod can hav th sam or diffrnt parnts in ach hirarchy. Hirarchis provid th main intrfac for a usr whn working with Data Rlationship Managmnt. Exampls of hirarchis includ Balanc Sht, Lin Of Businss, Gographic, Lgal, and Managmnt Summary. Crating Hirarchis To crat a hirarchy: 1. From Brows, slct a vrsion. 2. On th Hirarchis tab, click. 3. Entr a nam and dscription. 4. Optional: Slct a hirarchy group. Hirarchy groups allow rlatd hirarchis to b organizd togthr for asy browsing and slction. 5. Slct a top nod for th nw hirarchy by slcting on option: Nw Nod Entr th nam for th nw nod. Existing Nod Slct th hirarchy in which th nod xists, and thn slct th nod and click OK. 6. Provid a dscription for th top nod. 7. Click OK. Whn th hirarchy tr rfrshs, th nw hirarchy is displayd. 4-1

28 Chaptr 4 Editing Hirarchy Proprtis Editing Hirarchy Proprtis Hirarchy proprtis ar dfind at th hirarchy lvl and ar th sam for all nods in th hirarchy. By dfinition, hirarchy proprtis ar always local proprtis. Tabl 4-1 Hirarchy Proprtis Hirarchy Proprty Dfault Display Proprtis Dfault Past Proprtis Dfault Match By Enabl Shard Nods Hirarchy Nod Typ Hirarchy URL Hirarchy Dscription Hirarchy Group Hirarchy ID Hirarchy Nam Hirarchy Ownr Hirarchy Sort Ordr ID Lngth Laf Proprty ID Lngth Limb Proprty Dfinition Dfault for displaying nods within th hirarchy If st, th Us Dfault Proprty List option is displayd in th Past Proprtis dialog box. Whn this option is slctd, only th proprtis spcifid hr ar pastd. If not st, th option is not displayd. Dfault proprty by which to synchroniz nods for th currnt hirarchy. Dtrmins if shard nods ar allowd in th hirarchy. Points to th nod-lvl proprty that is usd to dtrmin if a spcifid nod is a crtain Nod Typ. Enabls th us of nod typs for a hirarchy. URL hyprlink for dirctly accssing th hirarchy from an xtrnal rsourc Hirarchy dscription Displays th hirarchy group to which th hirarchy is assignd Uniqu, intrnal idntifir for th hirarchy Hirarchy nam Th usr nam of th hirarchy ownr Intgr valu that dtrmins th ordr of display for hirarchis within a vrsion or hirarchy group Usd with th ID fatur to dtrmin th total lngth of th ID (xcluding th prfix and including lading zros). Points to th nodlvl proprty that is usd to spcify th lngth for th spcifid laf nod. If not st, thn th lngth of th nxt squntial ID is usd without lading zros. Usd with th ID fatur to dtrmin th total lngth of th ID (xcluding th prfix and including lading zros). Points to th nodlvl proprty that is usd to spcify th lngth for th spcifid limb nod. If not st, thn th lngth of th nxt squntial ID is usd without lading zros. 4-2

29 Chaptr 4 Editing Hirarchy Proprtis Tabl 4-1 (Cont.) Hirarchy Proprtis Hirarchy Proprty Prfill Laf Proprty Prfill Limb Proprty Standard Hirarchy Sort Top Nod Top Nod ID Usr Display Proprtis Dfinition Points to th nod-lvl proprty that is usd to pr-fill nod nam whn crating nw laf nod Points to th nod-lvl proprty that is usd to pr-fill nod nam whn crating nw limb nod Points to a nod-lvl proprty to dtrmin dfault sort ordr within th hirarchy Nam of th top nod for th hirarchy Nod ID of th top nod Dtrmins how hirarchy nods display for th currnt usr For Anonymous profil usrs, this proprty is usd for th currnt sssion only. Usr Hirarchy Sort Points to a nod-lvl proprty to dtrmin sort ordr within th hirarchy for th currnt usr For Anonymous profil usrs, this proprty is usd for th currnt sssion only. Usr Match By Proprty by which to synchroniz nods in th slctd hirarchy for th currnt usr For Anonymous profil usrs, this proprty is usd for th currnt sssion only. 4-3

30 Chaptr 4 Editing Hirarchy Proprtis Tabl 4-1 (Cont.) Hirarchy Proprtis Hirarchy Proprty Usr Past Proprtis Dfinition If st, th Us dfault Proprty List option is displayd in th Past Proprtis dialog box. Whn this option is slctd, only th proprtis spcifid in th hirarchy-lvl proprtis ar pastd. If not st, th option is not displayd. If this proprty and Dfault Past Proprtis ar both st, th usr proprty taks prcdnc ovr th dfault proprty. For Anonymous profil usrs, this proprty is usd for th currnt sssion only. To dit hirarchy proprtis: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Slct a hirarchy, and thn click. 4. Slct a proprty catgory from th Catgory list. 5. Click th proprty row to dit and mak changs. For simpl data typs, dit th proprty valu within th ditor. For mor complx data typs, click to accss th advancd ditor for th proprty valu. 4-4

31 Chaptr 4 Opning Hirarchis 6. Rpat stps 3 and 4 as ndd to dit hirarchy proprtis. 7. Click Sav in th proprty grid. Enabling and Disabling Nod Typs Nod typs can b nabld or disabld for any hirarchy in a vrsion using th HirarchyNodTyp proprty. This proprty must point to a vrsion, hirarchy, or nod-lvl proprty whos valu matchs th nam of a nod typ. For mor information, s "Managing Nod Typs" in Oracl Data Rlationship Managmnt Administrator's Guid. To nabl nod typs for a hirarchy: 1. Slct a vrsion and hirarchy. 2. From Hirarchis, slct Proprtis. 3. In th proprty grid, slct th HirarchyNodTyp proprty. 4. Choos a nod-lvl proprty which will rturn th nam of a nod typ. 5. Click Sav in th proprty grid. To disabl nod typs for a hirarchy: 1. Slct a vrsion and hirarchy. 2. From Hirarchis, slct Proprtis. 3. In th proprty grid, slct th HirarchyNodTyp proprty. 4. From Proprty, slct Rmov Valu. 5. Click Sav in th proprty grid. Opning Hirarchis To opn a hirarchy: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Right-click a hirarchy or hirarchy group, and thn slct Opn. Caution: Opning a hirarchy group opns all of th hirarchis within that group. Exampl 4-1 Auto Siz All Columns Whn a hirarchy window is first opnd, th spcifid Viw By columns ar displayd using an quivalnt prcntag of total width availabl. On th hirarchy window, th Auto Siz All Columns toolbar button can b usd to updat th width of all displayd columns basd on th maximum lngth proprty valu in ach column. Th rsiz is basd only on visibl nods on th currnt pag. Any changs to column width, 4-5

32 Chaptr 4 Hirarchy Groups Hirarchy Groups whthr don manually or via th Auto Siz All Columns toolbar button, ar prsistd as long as th window is opn. Hirarchy groups allow rlatd hirarchis to b organizd togthr for asy browsing and slction. Hirarchis may b groupd using on or mor hirarchy group proprtis. A hirarchy can only b associatd with a singl group for ach hirarchy group proprty. Th cor Hirarchy Group proprty may b usd for dfault grouping purposs. Additional hirarchy group proprtis may b addd to handl altrnat grouping rquirmnts. Whn browsing hirarchis, us th Group By drop-down list to slct a diffrnt hirarchy group proprty to us for grouping. Crating Hirarchy Groups To crat a hirarchy group: 1. From Brows, slct a vrsion. 2. Slct Hirarchis, thn Nw, thn Hirarchy Group. 3. Entr a nam and dscription. 4. Slct hirarchis from Availabl to includ in th hirarchy group. 5. Click OK. Whn th hirarchy tr rfrshs, th nw hirarchy group is displayd. If you did not add at last on hirarchy to th nw hirarchy group, th group dos not display in th tr. At any tim, you can assign hirarchis to an xisting group. Assigning Hirarchis to Hirarchy Groups To assign a hirarchy to a hirarchy group: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Right-click a hirarchy and slct Assign to Group. 4. Slct hirarchis from Availabl to includ in th hirarchy group. 5. Click OK. Whn th hirarchy tr rfrshs, th hirarchy is displayd within th assignd hirarchy group. 4-6

33 Chaptr 4 Assigning Controlld Nod Accss Groups You can st th valu of a hirarchy group proprty in th proprty grid. You can also drag and drop a hirarchy to a diffrnt group to rassign it. Assigning Controlld Proprtis Global, inhriting proprtis must b assignd to a hirarchy that will control from whr proprty valus ar inhritd. To assign controlld proprtis to a hirarchy: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Slct a hirarchy that will control a global inhriting proprty. 4. Right-click th hirarchy, slct Assign Control, and thn Proprtis. A list of global inhriting proprtis ar displayd. 5. Slct proprtis and mov thm from Availabl to Slctd, and thn click OK. Us th Catgory list to slct a proprty catgory to as navigation. Assigning Controlld Nod Accss Groups You us nod accss groups to control usr accss to hirarchis and nods. Nod accss groups us inhritanc to assign scurity to a nod and its dscndants. Global nod accss groups must b assignd to a hirarchy that will control from whr accss is inhritd. To assign a controlld nod accss group to a hirarchy: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Right-click a hirarchy, slct Assign Control, and thn Nod Accss Groups. A list of global inhriting accss groups ar displayd. 4. Slct groups and mov thm from Availabl to Slctd, and thn click OK. Us th Catgory list to slct a usr catgory to as navigation. 4-7

34 Chaptr 4 Assigning Validations Assigning Validations Validations ar tsts to nsur that hirarchy ruls ar obsrvd. Thy hlp nforc businss ruls. To assign a validation to a hirarchy: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Right-click a hirarchy, and thn slct Assign Validations. Availabl validations for th hirarchy ar displayd on th Proprtis tab of th sidbar. 4. Click a validation row to assign to th hirarchy. 5. From th Valu list, slct th typ of validation: Ral-tim Validation is automatically run at th tim of making a hirarchy chang or saving proprty changs. This typ of validation will prvnt changs from bing savd if thy ar not valid. Ral-tim validations can only b run at th nod lvl. Batch Validation is run xplicitly by a usr from th vrsion, hirarchy, or nod lvl. Validation rsults ar rturnd as a list of nods and failur mssags for ach. Both Run validation in ral-tim and batch. To rmov a validation assignmnt, chang th valu to Non or slct Rmov Valu from th Proprty mnu. Dlting Hirarchis 6. Rpat stps 4 and 5 as ndd to assign validations to th hirarchy. 7. Click Sav in th proprty grid. Whn you dlt a hirarchy, th nods within th hirarchy ar not dltd. If th nods do not xist in any othr hirarchy within th vrsion, thn thy bcom orphans. Click th Orphans tab to viw th list of orphans. To dlt a hirarchy: 1. From Brows, slct a vrsion. 2. Optional: Viw a subst of hirarchis by slcting an option from th Group By drop-down list. 3. Right-click a hirarchy and slct Dlt. 4. Click OK to confirm th dltion. Whn th vrsion tr rfrshs, th hirarchy is no longr displayd. 4-8

35 5 Working with Nods About Nods Rlatd Topics About Nods Adding and Insrting Nods Modling Nods Copying Nod Proprtis Moving and Ordring Nods Nod Dltion Mthods Assigning Validations Orphan Nods Navigating Nods in Tr Viw Finding Nods Nod Scurity Using Shard Nods Mastr or rfrnc data rcords usd to dscrib, qualify, or summariz transactional data in a subscribing systm ar managd in Oracl Data Rlationship Managmnt as nods. For xampl, within a hirarchy that rprsnts an organizational structur, a nod might rprsnt a dpartmnt or a cost cntr. Nods in a vrsion can hav proprtis calld global nod proprtis. Nods in a hirarchy can hav hirarchyspcific proprtis calld local nod proprtis. Within a vrsion, a nod may b a part of mor than on hirarchy. A nod can hav many usr-dfind proprtis that stor information about th nod and control th us of th nod within th information systms of an organization. Th following trms ar usd to dfin th position of a nod and bhavior of th nod within a hirarchy: Tabl 5-1 Nod Trminology Trm Laf Limb Child Parnt Dfinition A nod that cannot hav childrn A nod that can hav childrn A nod dirctly blow anothr nod (if B is dirctly blow A, B is a child of A) Th nod dirctly abov anothr nod (in th prvious xampl, A is th parnt of B) 5-1

36 Chaptr 5 Adding and Insrting Nods Tabl 5-1 (Cont.) Nod Trminology Trm Dscndant Ancstor Sibling Orphan Global Nod Local Nod Dfinition A nod blow a spcifid nod (including childrn and childrn of childrn) All nods btwn a nod and th top of th hirarchy (including th parnt, th parnt of th parnt, and so on) All nods that shar a parnt nod in a hirarchy A nod not assignd to a hirarchy A nod within a vrsion. A nod within a hirarchy. Using Domains A nod is uniquly idntifid by its nam within a vrsion and no two nods can shar th sam nam in th sam vrsion. By dfault, nods with th sam nam from diffrnt systms can xist in diffrnt vrsions. This situation may bcom problmatic whn th nods from ths vrsions ar combind into th sam vrsion if th intnt is to kp managing thm as sparat nods for rfrntial intgrity purposs. A domain may b usd to prsrv intgrity and nsur consistncy of nod nams and dscriptiv proprtis across multipl vrsions for nods of a common typ. Exampls of domains includ Accounts, Entitis, Dpartmnts, Products, Employs, and Projcts. Domains ar cratd by administrators and associatd with vrsions by Data Managr rol usrs or vrsion ownrs. Nods may b assignd to a domain in a particular vrsion at th tim of cration or latr using th Domain Mmbrship fatur. Domain nods must follow th bhavior spcifid for thir domain. Nods that ar mmbrs of a domain cannot b rnamd. Domains may b configurd to: Us a prfix or suffix to qualify nod nams Rstrict th dltion of nods Rstrict th changing of limb/laf dsignation Adding and Insrting Nods You can includ a nod in a hirarchy in two ways: Crat a nw nod Insrt an xisting nod not currntly in th hirarchy 5-2

37 Chaptr 5 Adding and Insrting Nods Caution: Do not us commas, th shard nod dlimitr, or th hirarchy dlimitr in nod nams. Using commas in nod nams can caus difficultis whn working with crtain proprtis that ar comma-dlimitd, such as Ancstor List, Child List and clint-cratd nod lists. In addition, using th charactrs dfind in systm prfrncs for th shard nod dlimitr and th hirarchy dlimitr can caus unprdictabl bhavior and should b avoidd. If th qury wildcard charactrs astrisk ( * ) and undrscor ( _ ) ar usd in a nod nam thy cannot b asily sarchd for unlss a drivd formula is usd to sarch for thm using th Pos function. To crat a nod and add it to a hirarchy: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. From Nods, slct Nw. 5. Slct Laf Nod or Limb Nod, dpnding on th typ of nod you ar adding. 6. Optional: Slct a domain from th drop-down list. Th domain option in th Nw Nod dialog box is displayd only if domains ar assignd to th vrsion. Som important considrations whn slcting a domain: If th nod nam ntrd dos not xist, it is addd as a mmbr of th slctd domain with th domain qualifir txt appndd to th nam. If th xact domain qualifir txt is ntrd in th Nam fild, th qualifir txt is not appndd a scond tim. If th nod nam ntrd xists in th domain but not in th currnt vrsion, you can add th domain nod to th vrsion. If th nod nam xists in th domain, th Domain Nod Nam and Inactiv Dat filds ar populatd with th valus of th xisting domain nod. If th nod xists in th domain and in a vrsion, th Copy Global Proprtis From option is availabl to copy th domain nod's global proprtis from anothr vrsion. If a domain is not slctd from th list and th nod nam ntrd includs txt that qualifis it for a domain assignd to th vrsion, th nod cannot b addd unlss it is addd to th domain at th sam tim, or was prviously addd to th domain in anothr vrsion 7. Entr a uniqu nam for th nod. If th nam ntrd matchs an xisting domain nod, th nam, dscription, and inactiv dat of th domain nod ar displayd for rfrnc purposs. 5-3

38 Chaptr 5 Adding and Insrting Nods If you ar adding a nod to a part of th hirarchy tr that has rpatd nod nams, you can click ID to automatically gnrat a nod nam. S ID Function. 8. Entr a nw dscription for th nod. Dscriptions ar rquird for domain nods, but ar optional for nondomain nods. 9. Slct whthr to add th nod as a child or sibling of th slctd nod. 10. Click OK. To insrt an xisting nod into a hirarchy: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. From Nods, slct Insrt. 5. Slct th location of th nod: Existing Hirarchy Orphan List 6. Do on of th following: If you slctd Existing Hirarchy in stp 5, do th following: a. Slct a vrsion. b. Slct a hirarchy. c. Slct th nod to insrt by doing on of th following: Entr txt in Find and click to locat th nod. You can us th astrisk ( * ) as a wildcard charactr. If multipl nods ar locatd, click to find th nxt instanc of th sarch itm. Expand th Nods tr to locat th nod. 5-4

39 Chaptr 5 Modling Nods If you slctd Orphan List in stp 5, slct a nod from th list. 7. Slct to insrt th nod as a child or sibling of th slctd nod. 8. If you ar insrting a nod from a diffrnt vrsion than th currnt vrsion, do th following: a. Slct on of ths options for copying nod proprtis: Do Not Copy Proprtis Copy Global Proprtis Copy Local and Global Proprtis b. If you want to includ th nod's dscndants in th copy, slct Includ Dscndants. c. Slct Us Ths Sttings as th Dfault if you want to us th sam sttings for additional nods that you copy. 9. Click OK. ID Function Modling Nods Th ID function nabls you to automatically gnrat nod nams using squntial numrical IDs and nod prfixs. For xampl, a st of nods can b cratd whr ach of thm hav a nam lik Org000xxx, whr: Org is th nod prfix and can b any dsird charactr string. 000xxx is th squntial ID and incrmnts by 1 starting at 1. Ths systm prfrncs must b nabld for th ID function to work: AllowNxtIDGnration must b st to Tru. AllowNxtIDKyCration dtrmins th lvl of usr that can crat nw ID kys. To us th Nxt ID function, typ a prfix in th nod nam fild and click ID. If th prfix alrady xists in th systm, thn an ID valu is rturnd that is on gratr than th last ID prviously gnratd. If th prfix has not bn usd bfor, thn an ID valu of 1 (with th appropriat numbr of lading zros) is rturnd. Th total lngth of th ID (xcluding th prfix and including any lading zros as ncssary) is dtrmind as follows: Th hirarchy proprtis IDLngthLimbProp and IDLngthLafProp can b st to point to nod-lvl proprtis that spcify th dsird ID lngth for th spcifid nod. If th IDLngthLimbProp and IDLngthLafProp proprtis ar not st, thn th lngth of th nxt squntial ID is usd without lading zros. You can modl an xisting nod to crat a nw nod with th sam proprtis and in th sam hirarchis as th nod bing modld. To crat a nod by modling a nod: 5-5

40 Chaptr 5 Modling Nods 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod to modl. 5. On th Shortcuts mnu, slct Script and thn slct Modl Aftr. Th Sourc tab is populatd with information from th nod you slctd. 6. On th Proprtis tab, from Copy Proprtis, slct th proprtis to b copid from th nod. Non No proprtis ar copid. Ovrriddn Only ovrriddn proprty valus ar copid. Slctd Only th proprtis you slct ar copid. For Slctd, click slct proprtis. to display a proprty slctor from which to All all proprtis ar copid. 7. Do th following: Slct th Global Proprtis tab to viw th Global proprty valus that will b includd in th Action Script basd on your slction in Stp 4. Slct th Local Proprtis tab and slct a hirarchy to viw th local proprty valus that will b includd from ach hirarchy basd on your slction in Stp 4. Mak changs as ncssary. 8. On th Targt tab, do th following: Slct th targt vrsion for th nw nod. Entr a nam for th nw nod. Entr a dscription for th nw nod. 9. Click Load. 10. Whn th load complts, rviw th script actions and paramtr valus. You can: Click to modify a row. Slct Script, thn Substitut Vrsions to chang a vrsion. Slct th vrsion to b rplacd and th vrsion to rplac it with and click OK. Click a column hadr to sort rows alphabtically. Click to filtr on or mor columns. Click to switch btwn displaying proprtis by labl or by nam. 5-6

41 Chaptr 5 Copying Nod Proprtis 11. Slct th chck box in th Procss column nxt to ach row to b run. From th Script mnu, us Slct All to procss all actions. You can slct a subst of actions from a script and only procss thos actions. 12. Click to run th Action Script. Th rsults of ach script action ar displayd in th Status and Rsult Valu columns. Th script and th rsults can b savd to a fil using th Download option on th Script mnu. Copying Nod Proprtis You can copy proprtis from on nod to anothr, including copying and pasting proprtis to and from nods in diffrnt vrsions. To copy nod proprtis: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod from which to copy proprtis. 5. From Nods, slct Copy Proprtis. 6. Locat and slct th nod to which you want to past th proprtis. If you ar pasting proprtis to a nod in a diffrnt vrsion, opn th othr vrsion and locat and slct th nod. 7. From Nods, slct Past Proprtis. 8. In th Past Proprtis dialog box, slct th typ of proprtis to copy: Ovrriddn Proprtis Only All Proprtis Slctd Proprtis If you slct this option, you will slct th proprtis to copy. 9. Click OK. Moving and Ordring Nods You can mov a nod within a hirarchy or to a diffrnt hirarchy: 5-7

42 Chaptr 5 Moving and Ordring Nods Moving a nod within a hirarchy rmovs th nod from its original parnt and placs it undr th nw parnt. Moving a nod to a diffrnt hirarchy is tratd lik a copy. Th nod is lft unchangd in its original hirarchy. This function is idntical to insrting an xisting nod. To mov a nod: Rlaxd Mov Option Sorting Nods 1. Slct th nod to mov. 2. Drag and drop th slctd nod to th nw location. 3. If you movd th nod undr a diffrnt top nod, slct an action: Put as Child To insrt th nod as a child of th nod. Put as Sibling or Rordr To insrt th nod as a sibling. To facilitat a mov that rquirs a nod to b rmovd from an altrnat hirarchy, you can us th Rlaxd Mov option. If th Systm Prfrnc AllowRlaxdMov is st to Tru, th Rlaxd Mov is allowd. If th systm prfrnc is st to Fals or dos not xist, thn th normal intgrity constraints ar nforcd. Whn moving a nod, th Rlaxd Mov nabls th nw parnt in th main hirarchy to tak prcdnc ovr any conflicting parntal rlationships for this nod in othr hirarchis. In Oracl Data Rlationship Managmnt, nods within a hirarchy ar sortd according to th following dfault ruls: 1. Limb nods ar sortd bfor laf nods. This is optional and controlld by th SortLimbsFirst systm prfrnc. Custom Sort Ordr 2. Nods ar sortd by nam in ascnding ordr. Nods can also b sortd in any xplicit custom sort ordr. Th sort ordr can b dfind by any proprty that has a proprty data typ of Sort. To sort a hirarchy according to th valu of a nod-lvl sort ordr proprty, th hirarchy-lvl proprty StandardHirSort must b st to point to th appropriat nod-lvl proprty that contains th sort ordr. A custom sort ordr can also b usd that applis only to a spcific Oracl Data Rlationship Managmnt usr ID, nabling usrs to customiz thir display of Data Rlationship Managmnt data without impacting othr usrs of th sam hirarchy. This is controlld by th hirarchy-lvl proprty UsrHirSort. If this proprty has bn st to point to a nod-lvl proprty that has a data typ of Sort Ordr, thn this 5-8

43 Chaptr 5 Nod Dltion Mthods sort ordr taks prcdnc ovr both th StandardHirSort proprty and th dfault sort ordr. If thr is no valu assignd to th hirarchy-lvl proprty StandardHirSort nor to UsrHirSort, thn dfault sorting ruls ar usd. Th valu of a custom sort ordr proprty can b st in any of th following ways: Sort ordr valus can b loadd into a nod-lvl sort ordr proprty whn data is initially importd into Data Rlationship Managmnt. Explicit valus can b dfind for th sort ordr proprty for any nod. This proprty accpts an intgr valu. If a sort ordr proprty has bn slctd for a hirarchy s StandardHirSort or UsrHirSort proprtis, us th Tak/Put options or drag and drop to custom ordr nods within a hirarchy. A nod-lvl custom sort ordr can also b calculatd using a drivd Sort proprty. Nod Dltion Mthods Th mthods for dlting nods ar dscribd blow. Tabl 5-2 Nod Dltion Mthods Action Dstroy Rsult Dlts a nod from th vrsion and ovrrids any rquird mrg logic if nabld Th Dstroy option is only availabl from th Orphans list. If th nod is a domain nod whos domain prvnts dltion, you cannot dlt th nod. 5-9

44 Chaptr 5 Nod Dltion Mthods Tabl 5-2 (Cont.) Nod Dltion Mthods Action Dlt Rsult Dlts th nod from all parnts in all hirarchis. If th nod is a domain nod whos domain prvnts dltion, you cannot dlt th nod. Dlt & Mrg Dlts th nod from all parnts in all hirarchis and allows you to slct a nod to us in plac of th dltd nod. This option is only availabl if th UsMrg systm prfrnc is nabld. If th nod is a domain nod whos domain prvnts dltion, you cannot dlt th nod. 5-10

45 Chaptr 5 Nod Dltion Mthods Tabl 5-2 (Cont.) Nod Dltion Mthods Action Annul Rsult Rmovs th nod from all hirarchis whr it has th sam parnt, and also dlts th nod if it is thn an orphan For xampl, if a nod has th sam parnt in all hirarchis in which it xists, thn Annul rmovs th nod from all hirarchis and thn dlt it bcaus it is an orphan. If th nod dos not hav th sam parnt in all hirarchis, th Annul producs th sam rsult as Rmov. If th nod is a domain nod whos domain prvnts dltion, you cannot dlt th nod. Annul All Blow Rmovs all th childrn of th slctd nod. If any of th childrn bcom orphans, thy ar also dltd. If th nod is a domain nod whos domain prvnts dltion, you cannot dlt th nod. Rmov Inactivat Rmovs th nod from th currnt parnt but not from othr parnts in othr hirarchis. Th nod is not dltd from th vrsion and is availabl for rinsrtion. Flags th nod as inactiv so that it can b filtrd from an xport. Whn a domain nod is inactivatd in a vrsion, you can provid a domain inactiv dat valu. Th dfault domain inactiv dat is th currnt dat. 5-11

46 Chaptr 5 Nod Dltion Mthods Tabl 5-2 (Cont.) Nod Dltion Mthods Action Inactivat & Mrg Rsult Flags th nod as inactiv and allows you to slct a nod to us in plac of th inactivatd nod. This option is only availabl if th UsMrg systm prfrnc is nabld. Mrging Nods Subscribing systms supportd by Oracl Data Rlationship Managmnt may hav transactions that rfr to a dltd nod. Whn you dlt or inactivat nods, you can spcify othr nods in Data Rlationship Managmnt to us in plac of a dltd or inactiv nod to handl this situation. Th mrg list can b usd to maintain and provid ths nod rlationships to an xtrnal procss to map transaction data appropriatly using th Mrg Log xport typ. Th mrg options (Dlt & Mrg and Inactivat & Mrg) ar availabl only if th UsMrg systm prfrnc is nabld. Th mrg options ar not availabl whn dlting or inactivating shard nods Dlting Nods To dlt a nod: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod. 5. From Nods, slct Dlt. 5-12

47 Chaptr 5 Nod Dltion Mthods If th UsMrg systm prfrnc is nabld, you can slct Dlt & Mrg, thn slct a nod to us in plac of th dltd nod. If th RqMrg systm prfrnc is nabld, thn you must spcify a mrg nod. Rmoving Nods Annulling Nods 6. Slct Dlt Nod to confirm nod dltion. Whn th vrsion tr rfrshs, th nod is no longr displayd. Rmoving a nod rmovs it only from th currnt parnt. If th nod has othr parnts, thos rlationships ar not affctd. If th nod has no othr parnts, it bcoms an orphan nod. To rmov a nod: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod. 5. From Nods, slct Rmov. 6. Slct Rmov Nod to confirm nod rmoval. Whn th vrsion tr rfrshs, th nod is no longr displayd. Whn you annul a nod, th nod is rmovd from th parnt, and, if it bcoms an orphan, th orphan nod is dltd. For xampl, if a nod is annulld in on of svral hirarchis whr it xists, thn th nod is just rmovd from that hirarchy and othr hirarchis whr it had th sam parnt. If a nod is annulld from its parnt in th only hirarchy it xists in, thn Annul rsults in th nod bing dltd. You can us th Annul All Blow command to annul multipl nods. Annul All Blow usd on a nod that has dscndants rsults in th ntir branch bing rmovd from th hirarchy and all nods that do not xist in anothr hirarchy bing dltd from th vrsion. To annul a nod: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod. 5. From Nods, slct an action: 5-13

48 Chaptr 5 Nod Dltion Mthods Annul To annul th slctd nod Annul All Blow To annul all nods blow th slctd nod This option is availabl only if you slct a limb nod. Inactivating Nods 6. Slct Annul Nod. Whn th vrsion tr rfrshs, th nod is no longr displayd. You can inactivat laf nods or limb nods that hav no activ childrn. Th Inactivat and InactivChangs systm prfrncs control which usrs can inactivat a nod and mak changs to inactiv nods. To inactivat a nod: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod. 5. From Nods, slct Inactivat. If th UsMrg systm prfrnc is nabld, you can slct Inactivat & Mrg, thn slct a nod to us in plac of th inactivatd nod. Ractivating Nods 6. Optional: Entr a Domain Inactiv Dat for th nod and click OK. Whn th vrsion tr rfrshs, th nod is grayd out and displays an inactiv status icon. To ractivat a nod: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct an inactiv nod. 5-14

49 Chaptr 5 Assigning Validations 5. From Nods, slct Ractivat. Assigning Validations Orphan Nods Whn th vrsion tr rfrshs, th nod is nabld and th inactiv icon is rmovd. To assign a validation to a nod: 1. From Brows, slct a vrsion. 2. Slct a hirarchy. 3. From Hirarchis, slct Opn. Th top nod of th hirarchy is displayd in a nod tr. 4. Slct a nod. 5. From Nods, slct Assign Validations. 6. On th Proprtis tab, slct a validation and chang its valu from Non to Batch or RalTim. 7. Click Sav. An orphan nod is dfind as a nod that xists in a vrsion but is not assignd to a hirarchy within th vrsion. Orphans may xist pnding a clanup to compltly rmov thm, or thy may b awaiting rassignmnt to hirarchis in th vrsion. Although thy ar not associatd with any hirarchy, orphan nods can hav global rlationships to othr nods in th vrsion. It is possibl for an orphan nod to hav dscndants that ar not orphans. To avoid this, rviw th list of orphan nods rgularly. Viwing Orphan Nods To viw orphan nods: 1. Slct th Orphans tab. For ach orphan nod, th numbr of dscndants is displayd. 2. Slct a nod. 3. Prform an action: Slct Rlatd and thn Dscndants or Childrn to viw a nod's rlationships. Slct Nod and thn Proprtis to viw a nod's proprtis. Click to sarch for an orphan nod by nam, dscription, or numbr of dscndants. Slct Nod and thn Tak/Copy to copy th slctd nod to th clipboard. Slct Download and thn choos a format in which to download th list of orphan nods. 5-15

50 Chaptr 5 Navigating Nods in Tr Viw Dlting Orphan Nods You can dlt or dstroy orphan nods. If you slct dstroy, th nod is dltd immdiatly rgardlss of any mrg rquirmnts. If you dlt an orphan nod, th nod and all of its rlationships to othr nods in th vrsion ar also dltd. To dlt orphan nods: 1. Slct th Orphans tab. 2. Slct on or mor nods. 3. From Nod, slct Dlt or Dstroy. If th UsMrg systm prfrnc is nabld, you can slct Dlt & Mrg, thn slct a nod to us in plac of th dltd nod. 4. Confirm th Dlt or Dstroy command. Whn th orphan list rfrshs, th nod is no longr displayd. Navigating Nods in Tr Viw Us th following toolbar buttons to navigat in tr viw. Tabl 5-3 Toolbar buttons Toolbar Button Dscription Navigats to th prviously slctd nod Navigats to th parnt of th slctd nod. Expands th tr to display all nods of th spcifid lvl blow th slctd nod Viwing Rlationships Us th options on th Rlatd mnu of th Tr toolbar to viw diffrnt typs of rlationships for a slctd nod to othr hirarchy nods. Nods matching th typ of rlationship slctd ar displayd on th Rlationships tab. Dscndants Viw th dscndants of th slctd nod. Childrn Viw th childrn of th slctd nod. Ancstors Viw th ancstors of th slctd nod. Siblings Viw th siblings of th slctd nod. Links Viw all hirarchis in th vrsion in which th slctd nod xists. Locat Locats th slctd nod in all opn hirarchy tabs. Match Locats nods with a matching proprty valu in all opn hirarchy tabs. 5-16

51 Chaptr 5 Finding Nods To prform th match, th valu for th Dfault Match By hirarchy proprty must b populatd or you can us a Usr Match By proprty by slcting Options, Match By, and thn Usr Proprty. Stting Options in Tr Viw Finding Nods Us th itms in th Options mnu to dtrmin how nods ar displayd and pastd into th tr: Hid Inactiv Nods Hid inactiv nods from th tr viw. Put As Slct on of ths options to dtrmin how copid nods ar pastd into th tr: Child of Targt Nod Copid nod is pastd as a child of th slctd nod. Sibling of Targt Nod Copid nod is pastd as a sibling of th slctd nod. Prompt for Dstination You ar promptd to slct whthr th copid nod is pastd as a child or sibling of th slctd nod. Put from Othr Vrsions Whn pasting a nod from anothr vrsion, slct on of th options for copying proprtis. Do Not Copy Proprtis Do not copy nod proprtis. Copy Global Proprtis Copy and past only global proprtis for th nod. Copy Local and Global Proprtis Copy and past both local and global proprtis for th nod. Includ Dscndants Includ th dscndants of th copid nod. Viw From Displays th tr from ithr th Top Nod or th Currnt Nod. Viw By Dtrmins th columns that display in th tr viw. Dfault Displays th nod nam and dscription columns. Usr Proprtis Slct proprtis to add columns to th tr viw. Match By Dtrmins how to match nods. Dfault Matchs nods to th valu in th Dfault Match By proprty for th hirarchy. If no valu xists, th match dos not rturn any rsults. Usr Proprty Slct a proprty by which to match nods. You can sarch for nods within any hirarchy in a slctd vrsion. Wildcard and xact match sarchs can b prformd. You can optionally sarch for all instancs of a nod in th hirarchy by slcting to includ implicitly shard nods in th sarch. Th implicit shard nods find option is only availabl for sarching within a singl 5-17

52 Chaptr 5 Finding Nods hirarchy, and not at th vrsion lvl. Sarch rsults can b rturnd as a list of nods or locatd in a hirarchy tr. Orphan nods ar not includd in ths sarchs. You can us a global qury to prform a sarch for all nods within a vrsion. To find a nod in a vrsion: 1. From Brows, slct a vrsion. 2. Slct th Find Nods tab. 3. Click and thn slct how you want to sarch: Find By Sarch for a nod by nam or dscription. Find In Domain Sarch for a nod in a spcifid domain. Th sarch txt is applicabl to th Domain Nod Nam valu only, not th Cor.Abbv. You can us th Find By and Find in Domain options togthr. 4. Entr txt for which to sarch. You can us th astrisk ( * ) as a wildcard charactr. You can also us th backslash ( \ ) as an scap charactr for xact match sarchs. 5. Click Go. 6. Click to navigat to a nod within th hirarchy. To find a nod in a hirarchy: 5-18

53 Chaptr 5 Nod Scurity 1. From Brows, slct a vrsion. 2. Slct a hirarchy, and thn click. You can opn multipl hirarchis in which to find nods. 3. Click and slct how you want to sarch and rturn rsults: Includ Implicitly Shard Nods Slct to includ all implicitly shard nods in th sarch. Implicitly shard nods will only b displayd whn this option is slctd. Find By Nam or Dscription Find in Domain Slct a domain to sarch for th nod in only that domain. Th sarch txt is applicabl to th Domain Nod Nam valu only, not th Nam/Cor.Abbv. Show Rsults Locat in Tr or Show as List 4. Entr txt for which to sarch. You can us th astrisk ( * ) as a wildcard charactr. 5. Click Go. If you slctd to show rsults in th hirarchy tr, you can mov to th nxt rsult by clicking. Nod Scurity 6. Slct on of th found nods and from Rlatd, slct Locat. Th nod is displayd on th Rlationship tab of th sid bar. Abov th nod nam is th hirarchy and vrsion in which it is locatd. 7. Click to navigat to a nod within th hirarchy. Oracl Data Rlationship Managmnt usrs can b assignd diffrnt lvls of accss to nods within and across hirarchis. Th Limb and Laf Accss proprtis for a nod indicat your lvl of accss. Nod scurity sttings can only b assignd by a Data Rlationship Managmnt usr with accss managmnt privilgs. For mor information, s th "Usr Prmissions" sction of th Oracl Data Rlationship Managmnt Administrator's Guid. 5-19

54 Chaptr 5 Using Shard Nods Using Shard Nods Shard nods ar multipl instancs of a nod within th sam hirarchy. Th global proprtis for shard nods automatically rfrnc th valus of th primary nod and can only b changd at th primary nod. Local proprtis ar not shard with th primary nod and can b spcific to ach shard nod. Tabl 5-4 Typs of Shard Nods Nod Primary Nod Explicit Shard Nod Implicit Shard Nod Dscription Th primary instanc of a nod in a hirarchy and th vrsion. A shard nod should not xist in a vrsion whr th primary dos not xist. Duplicat instancs of a nod that ar xplicitly cratd during manual maintnanc or import procsss. Ths nods ar dfind with a spcial naming convntion to distinguish thm from th primary instanc of a nod in a hirarchy. Explicitly shard nods, cratd during manual maintnanc and import procsss, shar global proprty valus with th primary nod Dscndants of xplicit shard nods that ar shard as a rsult of an ancstor bing shard. Ths nods ar rad-only and cannot b modifid. You can: Automat th altrnat naming of th shard nods Crat systm-lvl proprtis that map shard nods Display th structur blow a shard nod Mov btwn shard nods and th primary nod Rmov and dlt primary shard nods Rnam th primary shard nod (thus rnaming all th shard nods) Find and display a shard nod list to b usd for navigation and analysis purposs Only th following aras of Oracl Data Rlationship Managmnt work with Shard nods: Brows Hirarchy in tr viw Viw Shard nods using th Rlatd, Shard Nods mnu in tr viw Export using th Includ Implicit Shard Nods option 5-20

55 Chaptr 5 Using Shard Nods Shard Nod Proprtis Th following rad-only, nod proprtis ar cratd automatically whn a nod is shard and provid information about primary and shard nods Th Shard Info proprty catgory must b manually assignd to usrs in ordr to s th shard nod proprtis. For mor information, s th "Managing Usrs" sction of th Oracl Data Rlationship Managmnt Administrator's Guid. Tabl 5-5 Shard Nod Proprtis Proprty Primary Nod Shard Nod Primary Nod Nam Primary Nod Has Dscndants Primary Nod Dscndants Primary Nod Ancstors Shard Map Missing Primary Nod Primary Not in Hirarchy Dscription Indicats whthr a nod has shard nods that point to it Indicats whthr th nod is a shard nod Th primary nam portion of th shard nod nam. For non-shard nods, this proprty rturns th nod nam in its ntirty. Indicats whthr th primary nod has structur blow it. Only populatd on shard nods. List of dscndants of th primary nod. Only populatd on shard nods whr th primary nod has structur blow it. List of ancstors of th primary nod. Only populatd on shard nods. Associatd nods proprty that maps th shard and primary nods. This proprty is populatd for shard and primary nods. Indicats whthr th shard nod points to a primary nod that dos not xist Indicats whthr th primary nod is not in th sam hirarchy Enabling Shard Nods To us shard nods in an application, you must nabl th ShardNodMaintnancEnabld systm prfrnc. For any hirarchy in which you want to shar nods, you must nabl th EnablShardNods hirarchy proprty. Ths sttings ar disabld by dfault. 5-21

56 Chaptr 5 Using Shard Nods If shard nods ar nabld, th dfault shard nod systm prfrncs (dlimitr, uniqu string, zro-pad lngth) should not b changd. For information on configuring systm prfrncs, s th Oracl Data Rlationship Managmnt Administrator's Guid. Adding and Insrting Shard Nods You can us th add or insrt mnu options to crat a shard nod. You can crat a shard nod by doing a Tak/Put across hirarchis, whn th nod alrady xists in th targt hirarchy. You can crat th sam rsult by dragging/dropping across two hirarchis in a sid-by-sid compar rsult. Bfor crating a shard nod, mak sur you hav compltd Enabling Shard Nods. To add a shard nod: 1. Slct th nod whr you want to insrt a shard nod. 2. From Nods, slct Add. 3. If th shard nod is a laf, slct Laf Nod. 4. Entr th nam of th xisting nod that you want to add. 5. Slct If Nod alrady xists, Insrt th Nod. 6. For Add As, slct Child or Sibling. 7. Click OK. To insrt a shard nod: 1. Slct th nod whr you want to insrt a shard nod. 2. From Nods, slct Insrt. 3. For Insrt From, mak sur that Existing Hirarchy is slctd. 4. Slct a hirarchy. 5. From th Nods list, slct th nod to shar. 6. For Insrt As, slct Child or Sibling. 7. Click OK. In this xampl, nod ABC is a primary nod undr Nod1 and a shard nod undr Nod

57 Chaptr 5 Using Shard Nods Rmoving and Dlting Shard Nods Whn you rmov a shard nod, th systm rmovs th shard nod only and th primary nod rmains. If th primary nod is rmovd and a shard nod also xists, th shard nod is rmovd and th primary is movd to th parnt of th shard nod that was rmovd. If multipl shard nods xist, on of th shard nods bcoms th primary nod. Whn you dlt a primary nod from a vrsion, th primary nod and all of its xplicit shard nods ar dltd. To rmov or dlt a shard nod: 1. Slct a shard nod. 2. From Nods slct Dlt or Rmov. 3. Slct Dlt Nod or Rmov Nod. Rnaming Shard Nods Whn th hirarchy tr rfrshs, th shard nods ar no longr displayd. A rnam opration can only tak plac on a primary nod. Whn you rnam a primary nod, th systm rnams th primary nod and th shard nods. To rnam a shard nod: 1. Slct th primary nod. 2. In th proprty grid, slct th Nam valu fild. 3. Chang th nam and click Sav. Whn th hirarchy rfrshs, th primary nod nam and th shard nod nams ar updatd with th nw nam. Convrting a Shard Nod to a Primary Nod Aftr working with diffrnt hirarchis that hav shard nods th situation can aris whr a hirarchy has a shard nod in it but th primary nod dos not xist in th hirarchy. In this scnario, you can convrt th shard nod into th primary nod in on opration. To convrt a shard nod to a primary nod: 1. Slct th shard nod. 2. From Nods, slct Convrt to Primary. Whn th hirarchy rfrshs, th slctd shard nod is displayd with th primary nod icon. 5-23