Developer’s Guide

Overview

Using this guide, you will learn how to:

Tip: If you want to try Semarchy Convergence for MDM, you can use our demonstration environment and getting started guide: Getting Started with Semarchy.

Contents

  1. Developer's Guide
    1. Overview
    2. Contents
  2. Preface
    1. Audience
    2. Document Conventions
    3. Other Semarchy Resources
    4. Obtaining Help
    5. Feedback
  3. Introduction to Semarchy Convergence for MDM
    1. Unified User Interface
    2. A Unique Modeling Framework
    3. Data and Metadata Version Management
    4. Golden Data Certification
    5. Generated Master Data Applications
    6. Golden Data Consumption
  4. Introduction to the Semarchy Workbench
    1. Logging In to the Semarchy Workbench
    2. Logging Out of the Semarchy Workbench
    3. Opening a Model Edition
    4. Working with the Semarchy Workbench
      1. Working with Perspectives
      2. Working with Tree Views
      3. Working with the Outline
      4. Working with Editors
        1. Editor Organization
        2. Saving an Editor
        3. Closing an Editor
        4. Accelerating Edition with CamelCase
      5. Working with Diagrams
        1. The Model Diagram
        2. The Human Workflow Diagram
      6. Working with Other Views
      7. Workbench Preferences
        1. Setting Preferences
        2. Exporting and Importing User Preferences
    5. Working with SemQL
      1. SemQL Language Characteristics
      2. Qualified Attribute Names
      3. SemQL Syntax
      4. SemQL Examples
      5. The SemQL Editor
    6. Working with Plug-ins
  5. Logical Modeling
    1. Introduction to Logical Modeling
      1. Logical Model Objects
      2. Objects Naming Convention
      3. Model Validation
      4. Generating the Model Documentation
    2. Types
      1. Built-in Types
      2. List of Values
      3. User-Defined Types
      4. Complex Types
    3. Entities
      1. Entity Characteristics
        1. Attributes
        2. Matching Behavior
        3. References
        4. Constraints
        5. Inheritance
        6. Display Options
        7. Integration Rules
      2. Creating an Entity
        1. Creating a New Entity
        2. Adding a Simple Attribute
        3. Adding a Complex Attribute
        4. Working with Attributes
        5. Altering an Entity
    4. Reference Relationships
    5. Data Quality Constraints
      1. Unique Keys
      2. Validations
        1. SemQL Validation
        2. Plug-in Validation
    6. Diagrams
      1. Creating Diagrams
      2. Working with Entities and References
      3. Working with Shapes
    7. Database Reverse-Engineering
    8. Model Variables
      1. Creating Model Variables
        1. Variable Lookup Queries
      2. Testing Model Variables
      3. Using Model Variables
  6. Integration Process Design
    1. Introduction to the Integration Process
      1. Integration Process Overview
      2. Rules Involved in the Process
      3. Integration Jobs
      4. Human Workflows
    2. Publishers
    3. Enrichment
      1. Creating SemQL Enrichers
      2. Creating Plug-in Enrichers
    4. Pre and Post-Consolidation Validation
      1. Pre vs. Post Validation
    5. Matching
      1. Matcher
        1. The Binning Phase
        2. The Matching Phase
      2. Creating a Matcher
    6. Consolidation
      1. Consolidation Type
      2. Consolidation Strategies
        1. Record Level Consolidation
        2. Field Level Consolidation
      3. Creating a Consolidator
    7. Creating Integration Jobs
      1. Creating Jobs
      2. Jobs Parameters
      3. Jobs Sequencing and Parallelism
      4. Designing Integration Jobs
        1. Integration Jobs for Data Integration
        2. Integration Jobs for Data Entry Workflows
        3. Integration Jobs for Duplicate Management Workflows
  7. Working with Model Display
    1. Introduction to Entities Display Properties
    2. Entity Display Names
    3. Complex Type Display Name
    4. Attribute Groups
    5. Localization
      1. Translation Bundles
      2. Translating a Model
      3. Translation and Model Edition Lifecycles
  8. Working with Applications
    1. Introduction to Applications
      1. Applications
      2. Objects and Views
        1. Design Process
        2. Table Views
        3. Form Views
          1. Display Types
        4. Business Objects
        5. Business Object Views
      3. Human Workflows
        1. Workflow Lifecycle
        2. Transaction
    2. Creating an Application
    3. Creating Views and Objects
      1. Creating Table Views
      2. Creating Form Views
      3. Creating Business Objects
      4. Creating Business Object Views
      5. Tips for Creating Views and Objects
        1. Creating Views for Specific Purposes
        2. Selecting Attributes for Views
    4. Organizing the Application with Folders
      1. Creating Folders
      2. Moving Business Object Views into Folders
    5. Creating Human Workflows
      1. Creating a New Duplicate Management Workflow
      2. Creating a New Data Entry Workflow
      3. The Workflow Editor
      4. Configuring the Workflow
      5. Adding a Task
      6. Configuring a Task
        1. Overrriding Business Object Views in Tasks
        2. Configuring Enrichers and Validations in Tasks
      7. Adding a Transition
      8. Configuring a Transition
        1. Configuring Enrichers and Validations in Transitions
    6. Validating an Application
    7. Opening an Application
    8. Applications Global Configuration
  9. Models Management
    1. Introduction to Metadata Versioning
      1. Model Editions and Branches
      2. Version Numbers
      3. A Chronological Example
    2. Working with Model Editions and Branches
      1. Creating a New Model
      2. Closing and Creating a New Model Edition
      3. Branching a Model Edition
  10. Deployment
    1. Introduction to Deployment
      1. Data Location Types
      2. Data Location Structures
    2. Creating a Data Location
    3. Deploying a Model Edition
      1. Installing a Model Edition
      2. Updating a Model Edition
    4. Creating a Data Edition
      1. Creating a Root Data Edition
      2. Closing and Creating a New Data Edition
    5. Advanced Deployment Techniques
      1. Switching Model Edition
      2. Moving Models at Design-Time
        1. Exporting a Model Edition
        2. Importing to a New Model
        3. Importing on an Existing Model
      3. Deploying to a Remote Location
        1. Remote Deployment Architecture
        2. Exporting a Model Edition
        3. Importing a Model Edition in a Deployment Repository
      4. Data Edition Statuses
        1. Understanding Data Edition Statuses
        2. Moving a Data Edition to Maintenance Mode
        3. Using the Maintenance Mode
  11. Securing Data
    1. Securing Data Access
      1. Introduction to Security in Semarchy Convergence for MDM
        1. Model Privileges Grants
        2. Entity Privileges
          1. Entity-Level and Attribute-Level Privileges
          2. Privileges Types
          3. Privilege Precedence
          4. Row-Level Filtering
        3. How are Privileges Applied?
      2. Setting up Model Privileges
      3. Reviewing the Privileges
    2. Defining Data Retention
      1. Introduction to Data Retention
        1. Data Retention Policies
        2. Data Purge
      2. Defining the Data Retention Policies