MDM Client Application Design
onDemand | Master Data Management | Self-Paced | Version 10.4
MDM Client Application Design
Course Overview
Explore the skills required to configure a data director application through the provisioning tool. In addition to defining the core business entity components, you will learn to configure customized user interface components and role-based access to the entities. This course is applicable to version 10.4.
Objectives
After successfully completing this course, students should be able to:
- Describe MDM Tool spectrum
- Create business and reference entities
- Configure relationships between entities
- Define standard and extended search queries
- Perform file import and export
- Define and manage hierarchies and networks
- Perform file import and export
- Define role-based access to business entities
- Configure custom user interfaces specific to business entities
- Manage and create master data through the data director application
- Enrich, cleanse, and standardize data
- Merge duplicate business entities
- Deploy ElasticSearch
- Manage master data as a team through the BPM workflows
- Customize the Customer 360 data model
Target Audience
Prerequisites
- MDM: Multidomain Edition Configuration (onDemand)
Agenda
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Module 1: Introduction to Entity 360
- Master Data Overview
- MDM tool spectrum and user matrix
- Provisioning tool and business entities
- Navigate the MDM Data Director user interface
- Define standard and extended search queries
- ActiveVos BPM integration and workflows
- Perform file import and export search results
- Describe business entity layouts and purposes
- Describe charts
- Perform a controlled mass update
- Navigate hierarchies and networks
- Perform an adhoc match
- Lab: Add records through a multi-level approval workflow
- Lab: Two-step workflow
- Lab: Basic and Extended queries
- Lab: Navigate hierarchies and networks
- Lab: Import and export data
- Lab: Perform an adhoc match
Module 2: Configure Entity 360
- MDM data director architecture
- MDM integration options
- Components of data director
- Define data director application
- Define reference and business entities
- Configure business entity views, relationships,
- Configure hierarchies and networks
- Lab: Create Application
- Lab: Configure Reference Entities
- Lab: Configure Business Entities and Relationships
- Lab: Configure Business Entity Views
- Lab: Configure relationships
- Lab: Define hierarchies and networks
Module 3: Role-based user interface
- Configure role specific entity layouts and home pages
- Define task manager and similar record views
- Define secondary and external components
- Lab: Customize E360 External Components
- Lab: Customize E360 entity layouts
- Lab: Customize E360 home pages
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Module 4: Data Cleansing
- Cleansing components
- External cleansing capabilities
- Cleansing business entities
- Define cleansing components
- Lab: Enrich the person business entity
- Lab: Enrich address through Address Doctor
Module 5: ElasticSearch
- Smart Search Configuration
- Configure ElasticSearch
- Define custom views for search results
- Lab: Configure ElasticSearch
- Lab: Node and field filters
Module 6: Configure Workflows
- Workflow components
- ActiveVOS as a Workflow Engine
- User roles and privileges specific to tasks
- Manage documents with tasks
- Define views specific to merge and unmerge
- Add new records through a multi-level workflow
- Perform Merge and unmerge through workflow
- Task Administrator role
- Lab: Custom Merge Layout
- Lab: Two-step Merge Approval
- Lab: Custom Unmerge Layout
- Lab: Two-step Unmerge Approval
Module 7: Customize customer 360 application
- MDM Applications
- Customize the data model
- Define custom business entities and views
- Enrich address in the Customer 360
- Configure role specific layouts
- Lab: Extend the Customer 360 data model
Module 8: Localization and Troubleshooting
- Localization
- Troubleshooting
- Best practices
- Common issues and workarounds
- Backup and restore
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onDemand | Master Data Management | Self-Paced | Version 10.4
