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Maintaining Global Metadata

Contact Records

A contact record is a metadata record that specifies the owner or administrator who is responsible for a given warehouse element. An owner is a person who formulates policy and makes decisions about an object. An administrator is a person who implements decisions formulated by the owner in accordance with established policy.

Contact records can be included in the metadata for groups, data stores, processes, Jobs, and other objects in the current Environment. Although contact records are not required for code generation, you might find them essential for project management. They enable you to identify--and perhaps programmatically contact--the people responsible for a given warehouse element.


Preparing to Create Contact Records


Example: Creating a Contact Record

This topic summarizes how to create a contact record. The appropriate Warehouse Environment is assumed to exist.


Define Contact Properties

Display the Define Items Used Globally window, as described in Using the Define Items Used Globally Window.

In the Type panel of the Define Items Used Globally window, click the button beside Contacts. Click Add at the bottom left of the window. A Contact Properties window for the contact displays for you to enter the appropriate information as follows:

Name

specifies the name for the contact.

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The Name field contains the name of the contact in our example: Jane Jones .

After you have entered a name (and perhaps a description), click the Title/Email tab. The fields on this tab are

Title/Position

specifies the title of the contact.

Email Address

specifies the e-mail address of the contact.

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The Title/Position field contains the title of the contact: Data Administrator .

The Email Address field contains the email address of the contact: janej@mycompany.com .

After specifying values in these fields, you could click the Address/Phone tab and enter information there.

When you are finished entering information about this contact, click OK. The new contact record is added to the list of contacts in the Define Items Used Globally window.

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