DataFlux Data Management Studio 2.5: User Guide

Reviewing and Maintaining Terms

You can review and maintain your Business Data Network glossary by using the tools included in the Business Data riser.

• Review Terms
• Maintain Terms

Review Terms

You can quickly review your terms in the list of terms at the top of the screen, as shown in the following display:

You can filter and search this list with the Filter and Search buttons in the Business Data riser, even by filtering search results. You can also click a tag on the riser to constrain the list to items with the tag.

Finally, you can select a term in the list and review its property tabs at the bottom of the screen, as shown in the following display:

For information about the content of the tabs, see the Business Data riser Help. Note that the History tab displays a list that documents when the term was created and modified. Each change is listed as a version. You can select a version and click Restore to return to the selected version. For example, if you added quality items to a term in version 2, you could select version 1. Then you click Restore to return to the version of the term without the added quality items.

Maintain Terms

You can use the options under the Action button under the terms list and the buttons on the toolbar to maintain the terms in the Business Data Network glossary. Perform the following tasks:

• Add a Tag
• Change the Parent of a Term
• Perform General Term Maintenance

Add a Tag

You can add a tag to a selected term that is displayed in the Business Data riser. You also can associate this tag with any other term in the glossary. When you click the tag, only the tagged terms are displayed in the terms list. Perform the following steps to add a tag to a term:

1. Select one or more terms from the terms list.
2. Click Tags in the toolbar.
3. Enter the name of a tag such as Facilities in the New tag name field.
4. Click Add in the Tags dialog.
5. The new tag is added to the tags and selected for the term, as shown in the following display:

   

   You can also select existing tags in the Selected tags field to apply to the terms.

6. Click OK to save the new tag.

You can also select a tag and click the Action button in the pane on the left of the Business Data riser to perform the following maintenance functions on the tag:

• Rename the selected tag
• Delete the selected tag
• Add terms to the selected tag

You can use the following methods to add terms to a selected tag:

• Select the terms that you want to add in the terms list and drop them on the desired tag in the left pane of the riser. For example, you can select the Warehouse term and its child terms and drop them on the Facilities tag. The terms are then added to the tag.
• Click the Action button above the tags in the left pane. This method is useful when you need to see a listing of all the available terms when you add terms to a tag. You can search and filter the full list in the dialog before you make your selection.

Change the Parent of a Term

You can change the parent of a term to move it to a different position in the terms hierarchy. Perform the following steps:

1. Select a term that you want to move from the terms list.
2. Click the Action button and click Change Parent in the pop-up menu.
3. Make sure that the Select a parent option is selected in the Select Parent dialog. Note that you can select the No parent option if you want the term to reside at the top level of the terms hierarchy.
4. Navigate to the term that you want to select as the new parent. Note that you can use search, filter, and tagging functions reduce the number of terms displayed in the Terms field. In the following display, the term Shipping has been selected as the new parent for Mailroom:

   

   Click OK to save the change. The following display shows that Mailroom has moved from under Warehouse to under Shipping:

   

Perform General Term Maintenance

A group of term maintenance functions are displayed among the options in the pop-up menu that is displayed when you click the Action button. The following functions are available:

• Lock - Locks the selected term to the current user. The option toggles to Unlock so that the lock can be removed.
• Rename Term - Enables you to change the name of the selected term.
• Duplicate Term - Enables you to duplicate the selected term.
• Delete Term - Removes the selected term from the Business Data Network glossary. This action marks the term for deletion. To complete the deletion, click Manage Deleted Terms in the File menu and process the terms in the Deleted Terms Manager dialog.

The remaining Action button options have been covered in the appropriate sections of this chapter.