How to open a master data record in an entity - 7.0

Talend Open Studio for MDM Web User Interface User Guide

EnrichVersion
7.0
EnrichProdName
Talend Open Studio for MDM
task
Data Governance
EnrichPlatform
Talend MDM Web UI

From Talend MDM Web User Interface, you can search and open a generated view of master data records pertaining to a specific entity in a specific data container.

Prerequisite(s):

  • The MDM server is already launched.

  • You have selected the data container that holds the master data you want to manage and the corresponding data model against which the master 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 master 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 Master Data Browser page.

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

    Note

    The number of the records displayed in the page depends on what you have already defined in the Lines/page box in a previous search. Change the number in the box according to your needs and then restart your advanced search to display the desired number of records in the page. This number will be retained every time you try to browse data records in the repository (MDM hub).

  2. From the list, you can click a specific master 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 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 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.

Note

If a smart view has already been created in Talend Studio for the business entity that holds the record, the Master Data Browser page 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.

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.

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

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

Icon/Character

Function

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

Removes the picture from the master 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.

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.

Delete

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 record in a new page. Then you can use this copy as a base to create a new master 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.

  • Journal: open a page that lists all logs on the selected master data record. For further information, see Viewing log files for all data records.

The drop-down arrow

display a list of all the runnable processes created in the Studio on the selected entity. From this list, you can run any of the listed processes to carry out a specific task on master data. For further information, see Running a Runnable Process designed in the Studio.