How to search entities in the selected data container - 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

Talend MDM Web User Interface allows you to search master data records and staging data records in the selected 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 master data records and staging data records you want to manage and the corresponding data model against which the 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.

Note

If a smart view has already been created for the business entity in Talend Studio, the [Master Data Browser] and [Staging Data Browser] pages will open on this customized view and not on the usual generated view. For further information on how to open a smart view, see How to open a smart view of a data record in an entity. For further information on smart views, see the Talend Studio User Guide.

How to search for master data records in a specific entity

  1. From the Welcome page, click Master Data Browser or from the Menu pane, click Browse and then select Master Data Browser.

    The Master Data Browser page appears.

  2. In the entity field, click the arrow, and then select from the list the entity of interest.

    The first page of records is returned as soon as you select the entity.

  3. If required, you can use the search criteria options to limit the results. After defining the search criteria, click the Search button.

    When defining the search criteria, bear in mind the following:

    • The search criteria available depend on the parameters set in Talend Studio when creating a view for the entity. For more information, see the Talend Studio User Guide.

    • If you are using a SQL database, you cannot combine a full text query with other search criteria.

    • Searches in the master database support both full text search and standard SQL search.

    • Full text search does not support entities with composite keys.

    • Depending on the type of field you want to search for, only certain operators apply. For example, if the field is a date, only the operators equals, is after, and is before are available.

    • If the field is of complex type, only the operator whole content contains is available, and the search is performed in all the fields defined by the complex type field.

    • The operator is not equal to does not support multi-occurrence fields or complex type fields.

    • If the field is a multi-language field, make sure to use at least three characters in your search keyword.

    The following operators are available:

    Operator

    Usage

    contains the word(s)1

    Returns a result which contains the word or words entered. Note that the full text search does not support special characters such as @, #, $.

    contains the sentence1

    Returns one or more results which contain the sentence entered.

    is equal to

    Returns a result which matches the value entered.

    is not equal to

    Returns a result of any value other than the null value and the value entered.

    is greater than

    Returns a result which is greater than the numerical value entered. Applies to number fields only.

    is greater or equals

    Returns a result which is greater than or equal to the numerical value entered. Applies to number fields only.

    is lower than

    Returns a result which is less than the numerical value entered. Applies to number fields only.

    is lower or equals

    Returns a result which is less than or equal to the numerical value entered. Applies to number fields only.

    starts with

    Returns a result which begins with the string entered.

    whole content contains1

    Returns a result of a plain text search based on the selected complex type field.

    equals

    Returns a result with a date equal to the date specified. Applies to date fields only.

    is before

    Returns a result with a date earlier than the date specified. Applies to date fields only.

    is after

    Returns a result with a date later than the date specified. Applies to date fields only.

    is empty or null

    Returns an empty field or a null value.

    1. Standard SQL search considers the search content as an integrate phrase to be matched, while full text search interprets the search content as a phrase which contains multiple words, and the records that match any of the words will be returned. For example, if the search content is "test first name", full text search will consider it as three independent words "test", "first", and "name", while standard SQL search will consider it as one phrase "test first name".

  4. If you have already bookmarked your search criteria, select from the list to the right, select a search bookmark and then click Search. For further information, see How to save and reuse the search criteria.

  5. Consider, for example, searching the Product entity for all master data records in which the price is equal to "30".

    After setting the entity name in the first field, click the arrow in the second field and select Price.

    In the drop-down list immediately to the right, click the arrow and select a search option, is equal to in this example.

    In the next field, enter 30.

    Click Search to display all products whose price is equal to "30".

    The first record is automatically selected in the list and its details are displayed in the panel to the right.

    Note

    If one or more foreign keys have been defined to link the selected entity to other entities in the data model, tabs representing these foreign keys will display in the detail view to show the entities linked together.

    Note

    The foreign key field supports the auto suggest function. Whenever you enter a string, a list of "suggestions" will be displayed accordingly, from which you can select the desired value.

  6. Click any of the listed records to open its detail in the right panel, or right-click the record and then select Open Item In New Tab to open the record in its own top-level tab.

  7. If required, set in the Lines/page box at the bottom of the page a number for the data records you want to display.

    This number will be retained every time you try to browse data records in the repository (MDM hub).

How to search for staging data records in a specific entity

  1. From the Menu pane, click Browse to expand the menu items and then click Staging Data Browser to open the [Staging Data Browser] page.

  2. In the entity field, click the arrow, and then select from the list the entity of interest.

    he first page of records is returned as soon as you select the entity.

  3. If required, you can use the search criteria options to filter the results. After that, click the Search button.

    When defining the search criteria, bear in mind the following:

    • The search criteria available depend on the parameters set in Talend Studio when creating a view for the entity. For more information, see the Talend Studio User Guide.

    • If you are using a SQL database, you cannot combine a full text query with other search criteria.

    • Searches in master database support both full text search and standard SQL search, while searches in staging database only support standard SQL search. For more information about how to manage database search modes, see the Talend Installation Guide.

    • In addition to the elements defined in entities, several built-in elements (also known as metadata elements) exist in staging database, which are Match group, Status, Error, and Source. You can use conditions based on those elements to search the staging data records. For more information on those elements, see Working with records in the Staging Area.

  4. If you have already bookmarked your search criteria, select from the list to the right, select a search bookmark and then click Search. For further information, see How to save and reuse the search criteria.

  5. Consider, for example, searching the Product entity for all staging data records in which the price is equal to "30".

    After setting the entity name in the first field, click the arrow in the second field and select Price.

    In the drop-down list immediately to the right, click the arrow and select a search option, is equal to in this example.

    In the next field, enter 30.

    Click Search to display all products whose price is equal to "30".

    The first record is automatically selected in the list and its details are displayed in the panel to the right.

    Note

    If one or more foreign keys have been defined to link the selected entity to other entities in the data model, tabs representing these foreign keys will display in the detail view to show the entities linked together.

    Note

    The foreign key field supports the auto suggest function. Whenever you enter a string, a list of "suggestions" will be displayed accordingly, from which you can select the desired value.

  6. Click any of the listed records to open its detail in the right panel, or right-click the record and then select Open Item In New Tab to open the record in its own top-level tab.

  7. If required, set in the Lines/page box at the bottom of the page a number for the data records you want to display.

    This number will be retained every time you try to browse staging data records.