MDM procedures

Create a routine

Repository > Master Data Management > Routines > Elements

  1. Click : a new row will appear in the table.
  2. In the Attributes tab, set the parameters as desired.
  3. To assign the routine to a node, in the Relationships tab, select the desired node.
  4. Click Save.

Define the content of a routine

Repository > Master Data Management > Routines > Elements > Details

  1. Click : a new row will appear in the table.
  2. In the Attributes tab, set the parameters as desired.
  3. Click Save.

Manage routine groupings

Repository > Master Data Management > Routines > Grouping

  1. Click to create a new element and on for a new node.
  2. In Attributes and Relationships, set the desired parameters to define the grouping logics.
  3. Click Save.

Export data

This procedure makes it possible to export data manually into a file, via a routine defined previously.

Repository > Master Data Management > Execution > Export

  1. Select the routine to be used to export the data.
  2. Click Run.

Import data

This procedure makes it possible to import data manually, via a routine, from a previously-exported file.

Repository > Master Data Management > Execution > Import

  1. Select the routine to be used to import the data.
  2. To report any errors found in real time or to stop the routine if necessary, select Manage errors.
  3. To synchronise without checking the changes again, select Apply routines without checking.

Note: after synchronisation, it will not be possible to restore the previous situation.

Note: if the selected routines include at least one routine with the option Run only in steps selected, the Apply routines without checking option is disabled. 4. Click Run: the changes will appear.

Schedule data imports

Repository > Master Data Management > Execution > Import

  1. Select the desired routine and options.
  2. Click Schedule.
  3. For File to DB routines, consider the following:
If the File location is ... Then...
Client the process cannot be scheduled.
Application server in File name indicate the name of the file of interest.
Endpoint/Tagetik agent In Endpoint and File name indicate the endpoint and the name of the file of interest, respectively.

Note: From database to database routines can be scheduled without restriction.

Schedule data exports

Repository > Master Data Management > Execution > Export

  1. Select the desired routine.
  2. Click Schedule.

Manage exported files

Repository > Master Data Management > Exported files management

  1. Select the desired routine.
  2. To work on routines created by other users, select Show export files of all users.
  3. Download or delete the desired file.