DataFlux Data Management Studio 2.5: User Guide

Creating and Defining Terms

In general, the DataFlux Data Management Studio interface to Business Data Network is used to set up a glossary and to associate terms with objects that are visible only in DataFlux Data Management Studio, such as jobs, profiles, rules, and tasks. The DataFlux Web Studio interface can be used to support a collaborative effort to add and update terms in a glossary. The DataFlux Web Studio interface can also be used to link Reference Data Manager domain items to a term.

You can create and define terms in the Business Data riser bar. When you create a term, you specify a name and a position in the hierarchy and the term appears in the All Terms list. Then, you can open the term in View mode, enter Edit mode, and define it in its property tabs. Perform the following tasks:

• Create a New Term
• Define a Term

Create a New Term

Perform the following steps to create a new term:

1. Review the list of existing terms to determine where the new term will reside in the hierarchy.
2. If the hierarchy contains a parent term for the new term, right-click that parent term and click New Term in the pop-up menu. If no parent term is available, click New Term in the toolbar.
3. Specify a name for the term.
4. If appropriate, select Add as child to and pick a parent term. The following display shows a Section term being added under the Warehouse term:

   

5. Click OK to save the new term. The new term is opened for editing.

Define a Term

You can define the term that you have just created by opening the term in View mode. Then, click Edit and begin working through its property tabs. You need to perform the following tasks:

• Define Term Parameters
• Review the Term in the Term Hierarchy
• Add Data to the Term
• Associate the Term with Quality Objects
• Add Notes and Contacts to the Term

Define Term Parameters

Click the Summary tab to define the parameters for the term. Perform the following steps:

1. Enter a description for the term, such as Section of the warehouse designated for a specific product or type of product.
2. If appropriate, enter any requirements for the term, such as Must be secure and accessible.
3. Enter parameters for attributes, if present.
4. Specify a level of importance for the term.
5. Specify a status designation, such as Under Review.
6. If appropriate, add links to internal or external sources such as Web sites.
7. If appropriate, add tags or link to existing tags, such as Logistics.
8. If appropriate, add related terms from the glossary, such as Picking and Shelving. Note that you can select more than one term at a time. The following display shows the completed Summary tab for Section:

   

9. Click Save to save the contents of the tab.

Review the Term in the Term Hierarchy

Click the Hierarchy tab to review the placement of the term in the hierarchy, as shown in the following display:

You selected this position when you created the Section term and designated Warehouse as the parent term. If you need to change the position of the term, you can find instructions in Change the Parent of a Term.

Add Data to the Term

Click the Data tab. Then click Add to add a relationship between the term and data such as collections, tables, and fields. For example, you can add a table of data related to the products stored in the Section term, as shown in the following display:

When items are added to the Data and Quality tabs, they are displayed in color if they are accessible to the current repository. If they grayed out, they are not accessible to the repository.

Associate the Term with Quality Objects

Click the Quality tab. Then click Add to add a relationship between the term and objects that are visible only in DataFlux Data Management Studio, such as jobs, profiles, rules, and tasks.

The following display shows a job added to the Section term:

Note that if you add rules and tasks that are included in data monitoring jobs, you can click Monitor on the Quality tab to see them in the Monitor Viewer.

Add Notes and Contacts to the Term

Click the Notes and Contacts tab to add notes and contacts to the term. Note that you can click the Action button for contacts to manage the term's contacts and send a message to the contacts list. The following display shows a contacts notification message:

This notification can be sent only to contacts defined with an email address.