How to open a staging data record in an entity - 6.5

Talend MDM Web User Interface User Guide

EnrichVersion
6.5
EnrichProdName
Talend Data Fabric
Talend MDM Platform
Talend Open Studio for MDM
task
Data Governance
EnrichPlatform
Talend MDM Web UI

In Talend MDM Web User Interface, the Staging Data Browser menu allows you to browse staging data records pertaining to a specific entity in the specified data container.

Prerequisite(s):

  • The MDM server is already launched.

  • You have been assigned a role with the appropriate user authorization and access rights. For more information, see Security.

  • You have selected the data container which holds the staging data records you want to manage and the corresponding data model against which the staging data will be validated. For further information, see Accessing data containers and data models.

  • At least one view has been created in Talend Studio. For further information, see the Talend Studio User Guide.

To open a generated view of a staging data record pertaining to a specific entity, do the following:

  1. Follow the steps outlined in How to search entities in the selected data container to list the records of interest in the [Staging Data Browser] page.

    This page always opens on the list of staging data records pertaining to a specific entity. The first record in the list is selected by default and its details is shown in the panel to the right.

  2. From the list, you can click a specific staging data record to show its details in the pane to the right or right-click the record to display a contextual menu.

  3. From the contextual menu, select:

    Option

    To...

    Edit Item with Row Editor

    update the staging record through a row editor. For further information on editing data records, see How to update a data record in an entity.

    Open Item in New Tab

    open the record details in a new tab.

All viewable attributes pertaining to the staging data record appear in the panel to the right.

Note

If a foreign key has been defined to link the selected entity to another entity in the data model, two tabs will display in the detail view to represent the two entities linked together.

These attributes differ according to what has been defined in the Studio when defining the data model. For further information, see the Talend Studio User Guide.

Note

All the viewable attributes associated with the open data record are based on the access rights of the role assigned to you by the administrator/manager. For further information, see Security.

By default, read-only attributes are displayed in grey, while writable attributes are displayed in white.

However, you can change the colors in which the read-only attributes are displayed for all users or for a specific user. For more information, see Talend Help Center (https://help.talend.com).

Many management operations are accessible through the different tabs in this generated form of the staging data record. The table below explains these operations.

Icon/Character

Function

Uploads a picture for the staging data record either locally or from the server.

Removes the picture for the staging data record.

Displays an information tooltip for the related attribute.

Indicates a mandatory attribute.

Manages relationships (foreign key) between entities: displays a list of available foreign keys for the relationship.

Manages relationships (foreign key) between entities: creates a new record for the relationship.

Manages relationships (foreign key) between entities: removes the foreign key from the field.

Manages relationships (foreign key) between entities: opens the related record in a new page.

A staging data record may match one or multiple other staging data records according to the match rule attached to a specific entity, and therefore it will be involved in the match and survivorship process to build a golden record which will be written into the master database as a master data record. For more information about the golden record, see Performing integrated matching tasks in the Staging Area

To obtain more information about the relevant master data record, click More... and select the desired options from the contextual menu. For the description about the options available in the contextual menu, see the table below.

The following options are available on the view toolbar:

Click

To...

Save

save any modifications you may do on the record detail.

Save and close

save any modifications you may do on the record detail and close the record.

Mark as deleted

delete the record permanently or only erase it from the data record list. For further information, see How to delete a data record from an entity.

refresh the page display.

More...

  • Open Item in New Tab: open a new tab that shows the record details.

  • Duplicate: open an exact copy of the staging data record in a new page. Then you can use this copy as a base to create a new staging data record in order not to create one from scratch, for example. For further information on adding new data records, see How to add a new data record to an entity.

  • Validate: check if the staging data record is valid before saving it into the master database. If the record is valid, it can be saved successfully. If not, an error message will be displayed. For more information, see How to simulate the validation of a staging data record.

If the staging data record is involved in the match and survivorship process to generate a master data record, the following options are available:

  • Open Master Record: open the relevant master data record in a new tab.

  • Open Task:

    • The Talend Data Stewardship Console is deprecated since Talend 6.4. Consider migrating to Talend Data Stewardship.

      If Talend Data Stewardship Console is used to handle the tasks generated during the integrated matching process, it will open a page which shows the associated Talend Data Stewardship Console task. Note that the Talend Data Stewardship Console task will not be created if a group has only one staging data record, and in this case, this option is not available.

      For more information, see the section about managing tasks in Talend Data Stewardship Console User Guide.

    • If Talend Data Stewardship is used to handle the tasks generated during the integrated matching process, it will be directed to the associated Talend Data Stewardship task page. Make sure you have logged into Talend Data Stewardship as a data steward of the relevant campaign to which the task belongs. Note that if the status of the golden record is 205 after the match and survivorship process, no Talend Data Stewardship task will be created, and in this case, this option is not available for the golden record and its source staging record(s).

      For more information, see the Talend Data Stewardship Documentation.

  • Match Plan: open a dialog box which shows the match details.

For more information about the match and survivorship process, see Working with records in the Staging Area.

In the Staging Data Browser page, click More... and from the contextual menu, you can do the following:

  • Select Open Master Record to open the relevant master data record in a new tab. From a master data record, you can click More... and select the desired options from the contextual menu to learn more information about the relevant staging data record(s) and match details. For more information about the options available for a master data record, see How to open a master data record in an entity.

  • Select Match Plan to open the [Match Plan] dialog box, where you can view the information of group size, confidence score, consolidated score, and score per field. For the description of those attributes, see How to simulate the matching of staging data records.

  • Select Open Task (if available) to navigate directly to the Talend Data Stewardship Console page where the associated Talend Data Stewardship Console task will be displayed or to the associated Talend Data Stewardship task page.

    The Talend Data Stewardship Console is deprecated since Talend 6.4. Consider migrating to Talend Data Stewardship.