Welcome to the Retail Product Demo for Semarchy xDM.

Introduction

This Getting Started tutorial provides a step-by-step introduction to Semarchy xDM. Follow this tutorial for a simple introduction to xDM.

What is Semarchy xDM?

Semarchy xDM is a true multi-vector Master Data Management (MDM) solution that provides an agile, business-driven approach to integrate, manage and govern any kind of data. Based on the Google Material Design Language, xDM drives an unparalleled user experience, offering simplicity and responsive design that powers an easy-to-use interface for faster business value and adoption. Its powerful and intuitive environment covers all common use cases for setting up successful master data governance strategies.

Audience

This Retail Product Demo tutorial is for business users who want to learn how to use xDM.

Have you been asked to learn about enterprise Master Data Management initiatives? Does your organization need to upgrade its approach to managing data in the 21st century? Are you disappointed with legacy data management systems and are looking for a simple and intuitive solution?

Then xDM is the product for you. Read on to learn how it works.

Objectives

This tutorial is based on product data. A huge amount of time spent by corporations today is focused on the business processes that involve product data – standardizing it, sharing it, manually cleansing it, programmatically manually cleansing it, and tracking it across your supply chain.

The sample data in this tutorial is modeled after such a corporation using a retail clothing store as an example and the clothing items it carries from different brands.

This tutorial is designed to show you how xDM can help you integrate and standardize your product data. This tutorial guides the business user through xDM to perform everyday tasks, including:

  • Importing data

  • Browsing data

  • Searching data

  • Authoring new data

  • Correcting errors in the data

By the end of this tutorial, you should also have a clear idea of how intuitive xDM is to use, how you can manage data inside xDM, and how smart design saves you time and effort when performing everyday tasks.

Requirements

Before starting this tutorial, you must make sure:

  1. You have a free trial license key from Semarchy. If you need a license key, please contact sales@semarchy.com or fill out this License Key Request form.

  2. You are connected to the Internet. Parts of the tutorial require the Internet to ensure images load correctly.

  3. You have downloaded the sample files necessary to complete this tutorial. You can download them from this link.

  4. You have set up Semarchy xDM correctly. Follow the Quick Install section of this tutorial to walk through the steps. Either you or someone on your team must set up the database and application server to run this tutorial.

Overview of the installation steps:

  1. Configure the Oracle database schemas.

  2. Install and start the xDM server.

If you have any difficulties, please contact support@semarchy.com.

Estimated time

This tutorial should take approximately 30 minutes if all the requirements are met before starting.

Obtaining Help

There are many ways to get help from Semarchy. You can call or email our Support Center (support@semarchy.com). For more information, see https://www.semarchy.com/.

Quick Install

Before starting this tutorial, make sure that the following requirements are met:

  1. Oracle Database version 10.2 or above is installed and configured.

  2. A Java Runtime Environment (JRE) or Development Kit (JDK) 8 or above is installed and the JAVA_HOME or JRE_HOME environment variable is configured to point to this installation of Java. Set JAVA_HOME to your JDK installation directory (e.g., c:\Progra~1\java\jdk1.8.0) or set JRE_HOME to the JRE base directory (e.g., c:\Progra~1\java\jre1.8.0).

Getting the Oracle Database

Oracle Database can be downloaded for free for Linux and Windows at the following URL: http://www.oracle.com/technetwork/database/enterprise-edition/downloads/index-092322.html

xDM works with Oracle Express Edition. It is also possible to use xDM with any other edition of Oracle (Express, Standard, or Enterprise). These are free to use for the purpose of developing, testing and prototyping.
Note: Amazon Web Services (AWS) offers Oracle as part of its Cloud Relational Database Service (RDS).

If you have any difficulty figuring out a good solution for getting Oracle, please contact support@semarchy.com.

Installing the Semarchy xDM Demo

xDM uses two schemas for the demonstration environment:

  • SEMARCHY_REPOSITORY contains the xDM Repository.

  • SEMARCHY_RETAIL_PRODUCT_MDM is the schema into which you will deploy your MDM Hub.

To configure the database schemas:

  1. Connect with a system account to the Oracle Database.

  2. Run the following script to create the xDM demo schemas:

CREATE USER SEMARCHY_REPOSITORY IDENTIFIED BY SEMARCHY_REPOSITORY DEFAULT TABLESPACE USERS TEMPORARY TABLESPACE TEMP;

CREATE USER SEMARCHY_RETAIL_PRODUCT_MDM IDENTIFIED BY SEMARCHY_RETAIL_PRODUCT_MDM DEFAULT TABLESPACE USERS TEMPORARY TABLESPACE TEMP;

GRANT CONNECT, RESOURCE TO SEMARCHY_REPOSITORY, SEMARCHY_RETAIL_PRODUCT_MDM;

-- The following command should be used for Oracle 12c and above
GRANT UNLIMITED TABLESPACE TO SEMARCHY_REPOSITORY, SEMARCHY_RETAIL_PRODUCT_MDM;

If you have already created these schemas and wish to delete them before recreating them, use the following script:

DROP USER SEMARCHY_REPOSITORY CASCADE;
DROP USER SEMARCHY_RETAIL_PRODUCT_MDM CASCADE;

Install and Start the xDM Server

xDM runs as a web application in a Java Application Server. A simple Apache Tomcat Server, pre-configured with xDM is used for this tutorial.

In the following section, the semarchy-mdm-preconfigured-xxx.zip file refers to the Semarchy xDM - Full Setup with Apache Tomcat file that you can download to install Semarchy xDM. The name of this file varies as it includes the xDM version and build number.

  1. Download the Semarchy xDM archive. Make sure to download the version that includes the pre-configured Tomcat Server. It is named semarchy-mdm-preconfigured-xxx.zip.
    Use the following link to download Semarchy xDM: Get xDM

  2. Install and start the Apache Tomcat Server:

    • On a Windows Platform:

      1. Unzip the folder mdm-server/ from the archive into a folder called /semarchy on your machine.

      2. Open Windows Explorer, and go to the /semarchy/bin folder.

      3. Run startup.bat.

    • On a UNIX/Linux Platform:

      1. Unzip the folder mdm_server/ from the archive into the folder $HOME/semarchy on your machine.

      2. In a Shell window, run $HOME/semarchy/bin/startup.sh.

The Apache Tomcat server starts by default on the port 8088. If this port is already used by another application and you wish to start the server on a different port, edit /conf/server.xml file with a text editor, and change the port value in the following line: <Connector port="8088" protocol="HTTP/1.1"
The xDM server is preconfigured with JDBC data sources pointing to the schemas you created (called SEMARCHY_REPOSITORY AND SEMARCHY_RETAIL_PRODUCT_MDM stored in an Oracle instance started on the local machine and listening on port 1521 (that is: localhost:xe:1521). If the Oracle instance that you are using is configured differently: First, stop the xDM server, edit $HOME/semarchy/conf/Catalina/localhost/semarchy.xml to change the configuration of the data sources and then restart the xDM server.

To shut down the xDM server, run the shutdown.bat (Windows) or shutdown.sh (UNIX/Linux) script in the /bin folder.

Install the Repository

xDM holds all its information in a repository stored in a database schema. The first task when connecting xDM is to create this repository structure in the database schema previously created.

  1. Open your web browser and connect to the following URL: http://localhost:8088/semarchy/workbench
    (update the port number if you changed it during the installation process)

  2. In the login prompt, enter the following:

    • User: semadmin

    • Password: semadmin

  3. The xDM Workbench opens with the license agreement. Review the End-User License Agreement.

  4. Accept the license agreement and click Next.

  5. In the License Key File page, select a valid license key by clicking the Upload License Key file…​ button and then click Next.

  6. In the Repository Creation wizard, check that Design for the type of repository is already selected. Then click Finish.

The repository has been created. Semarchy xDM is now up and running.

Tutorial Steps

Workbench Setup

Import Model

Before you can start browsing data, you first need to provide xDM with a data model. We have provided you with a demo data model that is ready to import.

Importing a data model is a task normally done by an IT team member. As a result, we are going to use the semadmin user who has full administrative privileges to do everything in the xDM platform, including import the data model.

If you did not perform the Quick Install, please ask your team member who did to provide you with the URL to access xDM.

  1. Open your web browser and connect to the URL where xDM is installed. By default it is: http://localhost:8088/semarchy/workbench

  2. In the login prompt, enter the following:

    • User: semadmin

    • Password: semadmin

The view you currently see is the xDM Workbench. This is where xDM development and administration occurs.

To seed the Retail Product Demo model:

  1. From the sample data file that you downloaded earlier, unzip the folder and find the sample data model called gs-retaildemo-04-4.2.0.xml.

  2. In the xDM menu, select File > New > New Model from import…​
    import model

  3. Follow the instructions in the pop up to upload the model called gs-retaildemo-04-4.2.0.xml in the folder called model that comes with your gs-retaildemo-04-4.2.0.zip.

  4. Once you import gs-retaildemo-04-4.2.0.xml, click Finish.

Create Data Location and Deploy Data Model

Now that you have imported the gs-retaildemo-04-4.2.0.xml data model, it is time to deploy the model. Deploying your model builds your application. To deploy, first create a new data location, then deploy the imported model to this data location.

To create a new data location:

  1. In the xDM menu, select File > New > New Data Location…​

  2. Follow the pop up prompts. Use the following information as a guide:

    • Name: ProductRetail

    • JNDI Data Source Name: java:comp/env/jdbc/SEMARCHY_RETAIL_PRODUCT_MDM

    • Deployed Model Edition: ProductRetailDemo [0.0] [Model Edition]
      create data location

Add Roles

Data security is critical to any organization. xDM has built-in controls to limit access to data and platform tasks. This section of the tutorial shows you how to configure these security roles to limit access in xDM. You will create two new roles:

  • DataSteward: This role is responsible for importing data into this Retail Product Demo application.

  • BusinessUser: This role is responsible for browsing and searching data as well as creating new records in the Retail Product Demo application.

To configure this security:

  1. In the xDM toolbar in the upper right corner of the Workbench, click on Administration Console. admin console

  2. In the left menu bar, double-click Roles.

  3. Click the arrow next to the Add New…​ icon on the upper right corner.

  4. Select New Role.
    add role

  5. Create a new role for DataSteward. Follow the pop up prompts. Use the following information as a guide:

    • Name: DataSteward

    • Leave all other fields as the defaults. Click Finish when done.

  6. Select New Role again.

  7. Create a new role for BusinessUser. Follow the pop up prompts. Use the following information as a guide:

    • Name: BusinessUser

    • Leave all other fields as the defaults

Add Images

Images corresponding to metadata concepts like "Product" and "Product Family" are most often stored in an Image Library. Images corresponding to user-definable data like the product "Blackberry Slim Pencil Skirt" or the product family "Womens clothing" are typically stored externally to the MDM or added to the MDM as the data steward authors new data.

In this step you will upload a zip file containing images to the xDM repository.

  1. In the xDM toolbar in the upper right corner of the Workbench, click on Administration Console.

  2. In the left menu bar, double-click Image Libraries.

  3. Click the button Import Image Library in the upper right corner.
    import image library

  4. In the folder image-library that comes with your gs-retaildemo-04-4.2.0.zip, select the file gs-retail.zip.
    import image library done

If you see new images added such as "gs-retail/BrowseBrand.jpg" and "gs-retail/BrowseFamily.jpg", then you have successfully imported the metadata images from gs-retail.zip.
image library success

Navigate to the Application

Congratulations. You have completed the Workbench section of the tutorial. Let’s summarize what we achieved:

  • You imported the sample data model ProductRetailDemo (version [0.0]).

  • You created a new data location ProductRetail and deployed the model to it.

  • You created new roles DataSteward and BusinessUser.

  • You imported images corresponding to metadata in the model.

You are now ready to navigate to the application and begin importing data! Navigate to the application to check that you have successfully followed all the steps in the Workbench Set Up section of this tutorial.

To get to the application:

  1. In the xDM toolbar in the upper right corner of the Workbench, click on Overview

  2. In the upper right quadrant of the Overview, click Welcome Page.
    overview

  3. On the Welcome Page, there should be one application called Retail MDM. Click the icon.
    retail mdm icon
    If you arrive at the Retail MDM application’s Welcome pop up, you have successfully completed this part of the tutorial.
    welcome pop up

  4. In the Welcome wizard, click LATER. You can set up details in your profile later.

The next section of the tutorial walks you through how a Data Steward can import data into the Retail Product Demo application in preparation for the Business User to browse and author data.

It’s time to transition to a new user, the Data Steward, as we now move away from development and administrative tasks to data stewardship tasks.

To log out:

  1. Navigate to the upper right corner of the application.

  2. Click on the profile picture.
    profile

  3. Select Logout.

Data Import

Before you can start browsing data, you first need to import data into the Retail MDM application. We have provided you with demo data that is ready to import.

Importing data is a task normally done by a Data Steward. As a result, we are going to use the datasteward user who has the privileges to import data in the ProductRetailDemo model.

To import sample data:

  1. Using your file browser, locate the sample data files we provided you in the folder called data that comes with your gs-retaildemo-04-4.2.0.zip. You should find 7 Excel files:

    • starting-1-brand.xlsx

    • starting-2-family.xlsx

    • starting-3-subfamily.xlsx

    • starting-4-size.xlsx

    • starting-5-product.xlsx

    • starting-6-item.xlsx

    • starting-7-image.xlsx

  2. Open your web browser and connect to the URL where xDM is installed. By default, it should be http://localhost:8088/semarchy

  3. At the login prompt, enter the following:

    • User: datasteward

    • Password: datasteward

  4. On the Welcome Page, there should be one application called Retail MDM. Click the icon. You should arrive at the Retail MDM application.

    The Data Steward does not have the option to use the Workbench. This is because you did not grant any special administrative privileges to the role DataSteward when you defined it earlier. Typically, data stewards do not need access to the Workbench.
  5. You are now in the Retail MDM application where Data Stewards and Business Users spend most of their time, performing their daily tasks. Follow the short wizard to enter your name and email. You can set up more details in your profile later.

  6. Navigate to the left menu bar. Click on Start Here.
    start here

Import Brands

  1. Click on Import Brands.

  2. Follow the pop up prompts. Choose the file starting-1-brand.xlsx.

  3. Semarchy xDM should detect that your Excel file has a header. You can see a preview of your data. This is one of many examples of how xDM intelligently helps you manage your data.

  4. Click CONTINUE. At the Define mappings step, make sure the columns from the Excel file are mapped correctly to the Brand columns.

  5. Click CONTINUE. xDM gives you a summary of the data to be imported. Click FINISH.

  6. Your Brand data has now loaded into xDM, but it’s only visible to you. To submit it to the MDM and make it visible to all users, click the FINISH button in the bottom right corner.

  7. You know you have successfully loaded data when you see confirmation messages "New data submitted." and "Changes successfully applied." in the popup toaster menu shown in the lower left corner.

Import Families

  • To import product Families follow the same process as Import Brands except click on Import Families and choose the file starting-2-family.xlsx. The Define mappings step should show different column names that reflect the starting-2-family.xlsx Excel file.

Import Subfamilies

  • Follow the same process but choose the file starting-3-subfamily.xlsx. The Define mappings step should show column names that reflect the starting-3-subfamily.xlsx Excel file.

Import Sizes

  • Follow the same process but choose the file starting-4-size.xlsx. The Define mappings step should show column names that reflect the starting-4-size.xlsx Excel file.

Import Products

  1. Follow the same process but choose the file starting-5-product.xlsx. The Define mappings step should show column names that reflect the starting-5-product.xlsx Excel file.

    We introduced 5 errors into the starting-5-product.xlsx Excel file to demonstrate how xDM checks data quality. The model you imported contains Validation rules that require all products to have a brand and checks that each product belongs to a subfamily that in turn corresponds to the correct family. The 5 errors show there are records that violate these Validation rules.

  2. Click FINISH in the bottom right corner. You will see the Found data validation issues pop up to warn you about the errors in the spreadsheet you just imported. The workflow allows you to edit the records to correct the errors before submitting. In this tutorial, we are going to skip past these errors for now.

  3. Click PROCEED ANYWAY to skip the errors and save the records. You are going to submit the records to xDM. Later, you will revisit the errors and see how you can handle them.

  4. You know you have successfully loaded data when you see confirmation messages "New data submitted." and "Changes applied with warnings." in the lower left corner.

Import Items

  • Follow the same process but choose the file starting-6-item.xlsx. The Define mappings step should show column names that reflect the starting-6-item.xlsx Excel file.

Import Item Images

  • Follow the same process but choose the file starting-7-image.xlsx. The Define mappings step should show different column names that reflect the starting-7-image.xlsx Excel file.

Congratulations! You have learned how to import data into xDM. Before we begin browsing the data as a business user would, let’s check that all the Excel files were successfully imported.

Check Data

  1. Navigate to the left menu bar. Click on the folder Product Catalog.

  2. Click on All Item Images.

  3. If you see records in Item Images then you have successfully imported all 7 Excel files. If you do not see any records, then something has gone wrong. Retrace your steps in the import steps above and try again.

Browse Errors

Remember the errors we introduced in the Import Products section? Let’s visit the error queue now to see how xDM handles errors.

  1. Navigate to the left menu bar. Under the More section, click on Browse Errors. The starting-5-product.xlsx Excel file introduced 5 errors. Even though xDM allowed you to skip through the errors when importing the data, the Validation rules routed these bad records into an error queue so that these errors do not flow downstream and pollute your systems. The error queue also highlights the bad records so you can take action on them, such as edit them to fix the problems and send them back into xDM for reprocessing.

  2. Let’s look at the error queue that caught the bad product data. Click on Product Errors.

  3. Click the first product in the list, "Airstrides Contrails Speedy Cross-trainers".

  4. Click on the tab ERROR DETAILS to see the reason this product was rejected. The details say "Brand MANDATORY". The product is missing a Brand.

  5. To fix the error, click the "more" button represented by 3 vertical dots in the upper right corner.
    menu error

  6. Choose the Edit option.

  7. A workflow opens up to allow you to edit the data. Under Brand, click the picker icon to open the window to choose a brand. The Select Brand pop up appears.
    brand picker

  8. You can see all the brands available. Choose the first option "Air Strides". air strides

  9. Click CONTINUE.

  10. On the Additional Attributes step, click FINISH. You have successfully corrected the error. The "Airstrides Contrails Speedy Cross-trainers" product should disappear from the Product Errors list and appear in the regular All Products view with the rest of the correct products.

  11. When the toaster message in the lower left corner pops up with the message "New data submitted." and "Changes successfully applied. CLICK TO REFRESH", click the button CLICK TO REFRESH. This refreshes the data. Let’s navigate back to the Errors again to see the update take effect.

  12. Click on the Browse Errors view again.

  13. Click on Product Errors. You should see you now have 4 errors. The "Airstrides Contrails Speedy Cross-trainers" product has disappeared from the Product Errors list.

You successfully fixed a product error and reprocessed it in xDM. Go ahead and fix the other 4 errors.

Delete Records

In addition to browsing errors and correcting bad data, you can also delete records in xDM. We created two incorrect sizes in the starting-4-size.xlsx Excel file. You will walk through how to delete those two incorrect sizes.

It is important to be careful about which users have the permission to delete data. In the Retail MDM application, the data steward has permission to delete records but the business user does not.
  1. Navigate to the left menu bar. Under the More section, click on Reference Data.

  2. Click on Sizes.

  3. Select the first two sizes under the Family, Boys clothing. The sizes "00" and "0" are not valid. delete sizes

  4. Click the menu button.

  5. Select the Delete option.
    delete

  6. You are prompted with a confirmation message. Once you delete, you cannot undo this action. Click DELETE. You should see the confirmation toaster message "2 record(s) sent for deletion" in the lower left corner. To see the change, click the menu button and then the Refresh button to refresh the data.
    refresh

You have successfully deleted two sizes from xDM.

In this model, we configured the delete action to hard delete the two sizes. Note that xDM is able to handle both hard and soft deleting.

Now that you have learned to import data, browse errors, and even delete records, you are ready to transform into the Business User to perform tasks such as browsing data, searching data, and authoring new data.

Log out of the Retail MDM application again.

Browse Data

You are now ready to browse, search, and author data in the application! These are tasks normally done by a Business User, such as a Project Manager, Product Manager, HR Manager, Finance Manager, and so on. Business Users interact with xDM to achieve a goal, such as searching for products, updating information, and exporting data.

As a result, we are going to use the Business User user who has the privileges to browse and search data in the ProductRetailDemo model.

  1. Open your web browser and connect to the URL where xDM is installed. By default, it should be http://localhost:8088/semarchy

  2. At the login prompt, enter the following:

    • User: businessuser

    • Password: businessuser

  3. On the Welcome Page, there should be one application called Retail MDM. Click the icon. You should arrive at the Retail MDM application.

  4. Follow the short wizard to enter your name and email. You can set up more details in your profile later.

The Business User does not have the option to use the Workbench or to import data in the Retail MDM application. This is because you did not grant any special privileges to the role BusinessUser when you defined it earlier. Typically, business users do not need access to the Workbench. They may or may not be given privileges to import, delete, or even create new data, depending on your business requirements.

Browse and Search Data

Imagine you are a fashion buyer working for a clothing retailer. You are interested in the recent popularity of pencil skirts. You know your company carries products in this category so you use xDM to find what existing products you have. You can browse and search in xDM to find information about the existing skirts and dresses.

To use the Global Search:

  1. When you first login as the Business User, you should arrive at the Global Search homepage. You can also find the Global Search in the left menu bar by clicking on Search.

  2. Search using the keyword "pencil". Type in pencil in the Search text field. Click the blue search icon.

  3. You should see 1 result, a product called Blackberry Slim Pencil Skirt.

  4. Click this product to learn more about it. You will see information about the product, including:

    • the brand name

    • the product family

    • the product subfamily

    • sales unit

    • material

    • country of origin

  5. Click on the tab ITEMS to see the range of sizes and colors in which the skirt is available.

Search Filters

In addition to the Global Search, you can also browse using custom views and search filters.

To use Search Filters:

  1. Navigate to the left menu bar. Under the Quick Access section, click on All Products. All Products is a custom view made to help you quickly browse all products in the Retail MDM application.
    menu bar

  2. To find all skirt products the company carries, click on the Filter icon in the upper right corner of the application. The filter menu appears. By default, a new filter will be created.
    filter

  3. Keep the default Search type on Full-text. In the Search Text field, type in the keyword: skirt

  4. Click the button APPLY at the top of the filter to perform the search. You should see 6 products show up. These are products related to the keyword skirt in some way.

  5. It is important to save this search filter in case you want to refer to it in the future or share it with your coworkers. Click the button SAVE AS in the lower right corner of the filter menu.

  6. Give the filter the name Skirt.

  7. Once you click SAVE, xDM will take you to the MY FILTERS menu where you can see all the previously saved filters you created or your coworkers shared with you.

  8. You are going to share the Skirt filter so it is available to your coworkers. Click on the menu button next to the Skirt filter.
    filter menu

  9. Select the option Share. You should see the confirmation message "Filter 'Skirt' is now shared with all users." Now your coworkers will be able to access this filter if they need to perform the same search.

  10. Filters are very powerful. You can chain multiple filters together to further narrow your search. Create a second filter to see how this works. Click NEW FILTER. This is the same tab previously used to create the skirt filter.

  11. Enter the Search Text: casual

  12. Click APPLY. Now you should see only 1 product called Leslie Styles Women Contrast Color Stripes T-shirt because both the Skirt and the casual filters are turned on.

  13. Save this new filter with the name Casual.

  14. Under the MY FILTERS menu, you can now toggle the filters to turn them on and off. For example, toggle off the Skirt filter and click APPLY. You should see only the results from the Casual filter now.
    my filters

Browse Hierarchy

Searching is useful and very fast when you know which keywords to use. Other times you may want to browse data using hierarchies instead of searching with keywords. xDM allows you to build different views so business users can quickly access data they regularly use. For example, we have designed hierarchy views to allow you to browse by product families and by brands.

To browse hierarchies:

  1. Navigate to the left menu bar. Under Quick Access, click on the hierarchy view By Family. You see product data categorized by product families.

  2. Click on the family Mens shoes. You see the subfamily categories under the product family Mens shoes.

  3. Click on the subfamily Business. You see a list of all the mens business shoes.

  4. Click on the product called Murphy’s Classic Leather Shoe. You can now learn about this product the same way you browsed the Blackberry Slim Pencil Skirt.

  5. Click on the icon ITEMS. You see the list of different sizes that the Murphy’s Classic Leather Shoe comes in.
    items

  6. Click on the item with a Size of 6 for Murphy’s Classic Leather Shoe. You can see the item information for this particular size of Murphy’s Classic Leather Shoe.

  7. Click on the tab IMAGES. This item has 3 images associated with it. You can browse these item images to see different views of the Murphy’s Classic Leather Shoe in Size 6.
    itemimages

View Graph

There are times when you want to explore the data but you don’t know which keywords to search for. Similarly, the data may not be structured in a hierarchy where there is a clear parent-child relationship. Graph views of your data allow you to understand relationships in your data that searching and browsing hierarchies do not uncover. For example, if you are looking at a shoe, a graph view allows you to see the other clothing items that the brand sells, beyond shoes. It also shows you other brands and the products they carry in the same shoe size as the product you are browsing.

To view the graph relationships:

  1. Navigate to the left menu bar. Under Quick Access, click on All Products.

  2. Click on the second column name which should be titled ID. Click the word ID until the arrow is pointing upwards. This sorts the table of records by the ID and having the arrow pointing upwards sorts the values in an ascending order.
    sorting

  3. Click on the first product in the table. It should be called "Simmi Professional Suits" from the brand "Giorgio for Men".

  4. Click on the Menu icon in the upper right corner of the application.

  5. Choose Graph View.
    graph view

  6. xDM builds a graph view. You can explore the graph.
    graph

  7. To move the graph, hover over it until you see your pointer cursor turn into the move cursor. Click down and drag to reposition the graph.

  8. To zoom in and out of the graph, roll your mouse’s scroll wheel.

  9. To move items in the graph position your mouse cursor over the left side of the label where there are white or blacks dots over a colored background. Click and drag. You will see the item move with your mouse and the arrow pointing to it will move along with the label. Release and the item will be repositioned.

  10. The graph tells you that the "Simmi Professional Suits" comes in multiple items because there are different sizes of this product under the same "Giorgio for Men" brand. Expand the family "Mens Clothing" to find other products in this family.
    graph mens clothing

Congratulations! You have learned how to browse and search data in xDM using different browsing strategies. Now that you know how to find information, the next section of the tutorial will teach you to create information in xDM. You will be authoring new product data and the associated items and images.

Author Data

Authoring data is designed to be as simple as possible in xDM because we recognize it is a daily task for business users. We have designed a process that makes authoring product data very easy with step-by-step guidance.

This section of the tutorial will teach you how to create a new product and associated items and images. We provide you the data which you can type or copy and paste into the Retail MDM application. We designed a two-step data entry process where the business user first enters data. Then, the workflow is assigned to the Data Steward who will review the data and finally submit it to xDM. This process demonstrates how teams can collaborate using workflows and how permissions can be set.

Create Product

You are going add a new product under the brand Rainbow Scout. The Add Product workflow takes you through the process of adding the new product, item, and item images with detailed guidance.

To add a new product:

  1. Navigate to the left menu bar. Under Quick Access, click Add Product. xDM should take you to the Add Product workflow which guides you through the process of authoring product data.

  2. On the General Information step, enter the following data:

    • ID: 10011

    • Name: Polka Power

    • Brand: Rainbow Scout (Click the picker button. Choose Rainbow Scout from the list.)

    • Family: Girls clothing (Select this option from the drop-down menu)

    • Sub Family: Dresses & Skirts (You can also select this option in the drop-down menu)

    • Description: Polka Power is a polka dotted sleeveless dress with a frill hem and puffy skirt. This is a fashionable and affordable dress for all girls.

    • Image: https://s3.amazonaws.com/semarchy-tutorials/10011-MAIN.jpg

  3. Click CONTINUE.

  4. On the Additional Attributes step, enter the following data:

    • Sales Unit: Piece

    • Material: 60% Cotton, 35% Linen, 5% Spandex

    • Made in: Vietnam

    • Care Instructions: Machine wash gentle cycle, hang to dry.

  5. Click CONTINUE.

To add the item information to the Polka Power product:

  1. The Add Product workflow is guiding you through entering item and image data now. On the Item step, enter the following data:

    • UPC: 31234568090

    • Size: 6 (Select this option from the drop-down menu)

    • Color: Red (Select this option from the drop-down menu)

    • Color Description: Polka dot red and white

    • Primary Image: https://s3.amazonaws.com/semarchy-tutorials/10011-MAIN.jpg

  2. Click CONTINUE.

To add the image information to the Polka Power Size 6 item:

  1. On the Item Image step, enter the following data:

    • Label: Front view - Polka dot red and white

    • Image URL: https://s3.amazonaws.com/semarchy-tutorials/10011-MAIN.jpg

  2. Click GO TO LIST to save this item and item image information. By clicking GO TO LIST you are now back to the list of Items.

To add a second item to the Polka Power product:

  1. On the Item step, click ADD ANOTHER

  2. Enter the following data for the second item:

    • UPC: 31234568091

    • Size: 8 (Select this option from the drop-down menu)

    • Color: Red (Select this option from the drop-down menu)

    • Color Description: Polka dot red and white

    • Primary Image: https://s3.amazonaws.com/semarchy-tutorials/10011-MAIN.jpg

  3. Click CONTINUE.

To add the image information to the Polka Power Size 8 item:

  1. On the Item Image step, enter the following data:

    • Label: Front view - Polka dot red and white

    • Image URL: https://s3.amazonaws.com/semarchy-tutorials/10011-MAIN.jpg

  2. Click GO TO LIST. This saves the item image you just added and returns you to the Items step of the workflow.

  3. Click GO TO LIST again. This saves the item information and returns you to the Products step of the workflow.

  4. Click FINISH. The FINISH TASK pop up asks you what is the next task you would like the workflow to progress to.

  5. Choose "Review Product" to send the workflow to the Data Steward user for review and approval.
    finish task business

  6. On the REVIEW PRODUCT pop up, click OK. You should see the toaster message pop up "Add Product - Review Product to DataSteward" confirming you successfully passed the workflow to the Data Steward user to review the product you just added.

As a final step in this tutorial, it’s time to transition back to the Data Steward to approve the new product.

To log out:

  1. Navigate to the upper right corner of the application.

  2. Click on the profile picture.
    profile

  3. Select Logout.

Now log back in as the Data Steward user. At the login prompt, enter the following:

  • User: datasteward

  • Password: datasteward

Review Product

As the Data Steward user, you are going to review the product that the Business User user added and approve it.

  1. Navigate to the left menu bar. Click Inbox.
    inbox menu

  2. You should see one pending workflow called "Add Product > Approve Product" assigned to the DataSteward role. Any user with this role can claim the workflow. Click on the START button to claim it. Then enter the workflow and approve the newly added product.
    inbox workflow

  3. Once in the workflow, you can check the data to confirm it is correct. At this point you can perform multiple actions in the workflow, including:

    • review the existing products

    • edit the existing products

    • create new products

    • approve data in xDM and make it available enterprise wide

  4. Make any changes you would like to the "Polka Power" product. To edit it, click on the product. You will enter the product workflow where you can edit the product, item, and item image information.

  5. Once you are ready to save and publish this new product, click the FINISH button. The FINISH TASK pop up asks you what is the next task you would like the workflow to progress to.

  6. Choose "Save to xDM".
    finish task steward

  7. On the SAVE TO XDM pop up, click OK.

You know you have successfully loaded data when you see confirmation messages "Add Product - Save to xDM" in the lower left corner.

In addition to manually entering one record at a time, xDM also allows you to upload spreadsheets that would speed up the process of authoring data, as you learned to do as the Data Steward user in the importing data section of this tutorial.

Congratulations! You have learned how to author data in xDM. Thanks for going through this tutorial.

Summary

Well done! You have completed your first data management project with Semarchy xDM.

In this tutorial, you learned how to:

  • Perform a Quick Install of xDM

  • Import a data model in the Workbench

  • Set up privileges to restrict access to different users within the xDM platform

  • Import data from spreadsheets into xDM

  • Browse the error queue and fix errors

  • Delete records from the xDM

  • Browse and search for data using Global Search, search filters, and hierarchy views

  • Launch workflows to author new data following the step-by-step data creation process

  • Review and approve data in xDM

Go Further with xDM

This tutorial taught you how to use xDM for a product data management project. In addition to product data, xDM is capable of addressing all types of data, including customer data, location data, reference data, organization data, supplier data, and other domains.

Visit our website to learn about the different solutions we provide.

Learn More

The Semarchy xDM Documentation Library, which includes development, administration and installation guides is available online at the following URL: https://www.semarchy.com/master-data-management-documentation/

In addition to the product manuals, Semarchy provides other resources including whitepapers, datasheets, and a complete set of videos demonstrating the product features.
The resources are available on the Semarchy Website.

Feedback

We welcome your comments and suggestions on the quality and usefulness of this tutorial.

If you find any errors or have any suggestions for improvement, please email support@semarchy.com. Please let us know if you want a reply.

© Semarchy 2017