DataFlux Data Management Studio 2.5: User Guide

Master Data Foundations Folder

As described in Using DataFlux Master Data Management Foundations, you can use the Master Data Foundations folder in the Data riser bar to create new master data projects and review existing projects. The DataFlux Master Data Foundations feature in DataFlux Data Management Studio uses master data projects and entity definitions to develop the best possible record for a specific resource, such as a customer or a product, from all of the source systems that might contain a reference to that resource.

The folder contains the following elements:

Master Data Foundations Tree - Enables you to perform tasks that are appropriate for either all master data projects or for a specific project. A sample Master Data Foundations tree is shown in the following display:

When you select the Master Data Foundations folder in the Data tree or a project in the folder, you can perform the following tasks in the toolbar in the Data riser:

• Create a new master data project
• Add an existing project
• Open the selected project in the Master Data Projects dialog

You also see the Master Data Foundations Folder pane when you select the Master Data Foundations folder. This pane contains a list of all of your master data projects, as shown in the following display:

You can perform the following tasks in the toolbar in the pane:

• Create a new master data project
• Add an existing project
• Open the selected project
• Create a profile based on the selected project
• Open an all records view of the selected project

You can select a project in the list and click the Action button. Then select one of the following operations from the pop-up menu:

• Create a new master data project
• Add an existing project
• Open the selected project
• Find the project folder
• Delete the data in the selected project
• Delete the selected project
• Remove the selected project from the list
• Rebuild the selected project
• Add source tables to the selected project
• Manage source tables in the selected project
• Load data from source tables to the selected project
• Stop loading
• View last source loading log
• Create a profile based on the selected project
• Open an all records view of the selected project
• Unlock the selected project
• Find the selected project in the left pane

Note that you can also right-click a project to perform most of these functions.

When you select a project under the Master Data Foundations folder in the Data tree, the Master Data Project pane is displayed; as shown in following display:

This pane contains the following elements:

• Summary
• Data
• Clusters
• Fields