Master Data Management
What is it for¶
Master Data Management (MDM) makes it possible to manage metadata and rules that need to be shared among several databases, such as a test database and a production database. The purpose is to update and synchronise databases quickly and easily, avoiding the need to export and import the entire database. Update and synchronisation take place by means of routines.
What are routines?¶
Routines are packets of instructions containing all the attributes and information related to a data synchronisation. The following types of routine exist:
| Routine | Description |
|---|---|
| From database to database (DB to DB) | The data are transmitted from one CCH Tagetik database to another. These databases share the same Repository from which the routine is performed. Syncing is direct and does not require the file containing the data to be transmitted to be exported first. |
| From database to file (DB to file) | The desired data will be exported from a database and saved in an external .zip file encrypted within the chosen path. The encrypted data remain encrypted. |
| From file to database (file to DB) | - An previously-created encrypted .zip file is imported into the desired database. |
Routines can also be grouped.
Analytical and Custom Dimensions¶
The data processing operates on the analytical or custom dimension tables, synchronising the dimension elements in the source and target environments, including custom attributes. If new dimensions are open in the source environment, the data processing automatically opens those dimensions on the target and synchronises their content. For dimensions that are closed in the source environment, the work must be done manually, repeating the same operation on the target environment dimensions homepage.
Run in encrypted environments¶
If the environment requires the encryption of sensitive information, such information will be kept encoded in the created file and will be illegible when imported, unless the data is imported to an environment with an encryption configuration identical to the source environment.