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

This Product Retail Demo tutorial guides the business user through xDM to perform everyday tasks.

What you'll learn

Enjoy this tutorial!

Background

The sample data in this tutorial is modeled after an apparel company. You will be managing data from a retail clothing store, including clothing items it carries from different brands.

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.

Before you start

Before following this tutorial, you must setup Semarchy xDM. If you have not yet, you can follow the Quick Install tutorials from the main menu.

GO TO TUTORIALS

If you have not already done so, you can click on the DOWNLOAD TUTORIAL RESOURCES button to download resources such as images, helper files and data sets used within this tutorial.

DOWNLOAD TUTORIAL RESOURCES

The estimated duration of this unit is about 1 hour.

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, you are going to use the semadmin user who has full administrative privileges to do everything in the xDM platform, including import the data model.

What you'll learn

Import the 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.

The model is pre-built for you. You can find it in the tutorial resources in the demo-applications/product-retail/model folder, or download it from GitHub (choose the correct version of the model and then download the XML file for importing later).

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.

In this section, you will connect to xDM and set up the application and data location in the Application Builder.

  1. Open your web browser and connect to the URL where xDM is installed.
  1. Log in using the semadmin user credentials.
  1. If you followed the Quick Install AWS or the Quick Install Azure tutorial, you are prompted to change your password. Enter the default password for datasteward in Current password, provide and confirm the New password, and then click CHANGE.

  1. Open the Application Builder. This is where xDM development and management occurs.

  1. Click on New Model from import... on the Design tab.
  2. Import the model. ​Follow the instructions in the pop up to upload the model. The model should open after the import succeeds and you click Finish.
  1. For Oracle and SQL Server users: the model is set to use PostgreSQL by default. If you are using Oracle or SQL Server, then you need to modify the model to use a different Target Database.


Now that you have your model imported, you will create a datasource and deploy it in a data location.

Create a datasource

Before creating a data location and deploying your model, you must create a platform datasource to connect to the SEMARCHY_PRODUCT_RETAIL_MDM database schema that was created in the Quick Install tutorials.

  1. On the Welcome Page, select Configuration.

  1. Scroll down to the Connections section and click Datasources.

  1. Click the Add datasource floating action button.

  1. Enter the following values and then click CREATE:

  1. Enter the following connection parameters in the editor:

  1. Enter the password of the database schema:

  1. Click Test this Datasource in the button bar above the editor:

  1. The Datasource test successful message should be displayed. Click OK.

If another message is displayed, identify the error and fix the connection parameters.

  1. Click the Save and apply datasource modification button on the datasource editor.

  1. Open the user menu on the top-right corner and then select All applications to go back to the Welcome Page.

Create a data location

Now that you have imported the data model, it is time to deploy the model. In this section, you will create the ProductRetailDemo data location and deploy your model into this data location. Deploying your model builds your application.

To deploy:

  1. Click the Management tab.

  1. Right click Data Location and select New Data Location.

  1. Create a new Data Location and name it ProductRetailDemo.
  2. Follow the pop-up prompts. Use the following information as a guide:

  1. Click Finish and wait until the database tables and the application are deployed.

In the next section, you will add roles to your application.

Add roles

Data security is critical to any organization. xDM has built-in controls to limit access to data and platform tasks. To limit access in xDM, you will create two new roles:

To configure these roles in xDM:

  1. Click on the user menu arrow in the xDM toolbar, in the upper right corner of the Application Builder.

  1. Go to the Welcome Page. A new tab will likely open to take you to the Welcome Page. If you don't see the new tab open, set your browser to allow pop ups.

  1. Click on Configuration on the Welcome Page.

  1. Click Roles.

  1. Click the Add Role button.

  1. The Add Role dialog opens. Set the Name to DataSteward, leave all other fields unmodified, and then click CREATE.

  1. Select Add Role again to create another role.
  2. Set the Name to DataSteward, leave all other fields unmodified, and then click CREATE.


In the next section, you will create users.

Add users

You will now create one user for each of the roles you have just created.

  1. Select Users in the Configuration's Navigation Drawer.

  1. Click the Add User button.

  1. Enter the following values:

  1. Click the chevron next to Authentication Settings to unfold the section:

  1. Select Enable Internal Authentication, set the Password to datasteward123 or any password of your choice, and then click ADD ANOTHER.

  1. Enter the following values and then click CREATE:

In the next section, you will import images that will be used by the application.

Import 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 or added in the app when authoring data.

In this section, you will upload a zip file,, containing images to the xDM repository. Find the images library in the folder demo-applications/product-retail/image-library.

To import the Image Library, continue in the Configuration section:

  1. Select Image Libraries in the Configuration's Navigation Drawer.

  1. Click the button Import Image Library in the upper right corner.
  2. Select the file gs-retail.zip that comes in the folder image-library from your resource files, and then click OK.
  3. 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.

The images are now loaded into xDM.

In the next section, you will import dashboards so you can see dashboards in your application.

Import dashboards

Dashboards are useful to any organization for visualizing your data. xDM has built-in dashboards for profiling your data during the data discovery process. xDM also allows you to create custom dashboards that fit your organization's requirements. Learn more about dashboards in the Dashboard Builder Guide where you learn to write queries and configure charts to render your visualizations:

To import Product Metrics dashboards in xDM:

  1. In the user menu, select All applications.

  1. Click on Dashboard Builder on the Welcome Page.

  1. Find the + icon in the lower right corner of the Dashboard Builder.
  2. Hover your mouse over the + icon until the Import application icon pops up.

  1. Click the Import dashboard button.

  1. Follow the instructions to import the product dashboards zipped file, gs-retaildemo-dashboard-02-5.3.0.zip
  2. Click the CREATE button to finish importing the ProductRetailDashboard.

  1. If you see the ProductRetailDashboard, you have successfully imported the dashboards. You will check whether the dashboards are working in the next section after importing data.

  1. For Oracle and SQL Server users: the dashboard is set to use PostgreSQL connections by default. If you are using Oracle or SQL Server, then you need to modify the datasource to use a different connection.


Navigate to the application

Congratulations. You have completed the Application Builder, Configuration, and Dashboard Builder section of the tutorial. Let's summarize what we achieved:

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 Application setup section of this tutorial.

To get to the application:

  1. Click on All Applications from the profile button in the upper right corner.

  1. On the Welcome Page, there should be one application called Product Retail MDM.
  2. Click the Product Retail MDM icon to enter the Product Retail MDM application.

  1. If you arrive at the Product Retail MDM application's Welcome pop up, you have successfully completed this part of the tutorial.

  1. Click CONTINUE in the wizard. Set up your profile with your name and email.

You filled in the basic information during the login process. Update your profile picture now.

  1. Go to the user menu in the upper right corner.
  2. Click on your profile picture.
  3. Click on the Profile option.

  1. Click on the placeholder image to change your profile picture.

  1. Find the profile picture for your semadmin user, semadmin.jpg, in the folder product-retail/pictures of the tutorial resources.

The next section of the tutorial walks you through how a data steward can import data into the Product Retail 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.

  1. Select Log out.

Next, you will connect as the data steward and import data into your application.

Congratulations

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

You are now ready to navigate to the application and begin importing data!

Before you can start browsing data, you first need to import data into the application.

We have provided you with demo data that is ready to import, including:

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 prepare for importing sample data, locate the sample data files we provided you in the folder called datasets that came with the resources folder (demo-applications/product-retail/datasets). You should find 7 Excel files:

You will, as the datasteward, also fix errors and delete some records after importing the datasets.

Connect as data steward

Begin by logging into the application and setting up your data steward profile.

To get to the application:

  1. Log in using the data steward user credentials.
  1. If you followed the Quick Install AWS or the Quick Install Azure tutorial, you are prompted to change your password. Enter the default password for datasteward in Current password, provide and confirm the New password, and then click CHANGE.

  1. On the Welcome Page, click the Product Retail MDM icon to go to the application.

  1. You are now in the Product Retail MDM application where data stewards and business users spend most of their time, performing their daily tasks.
  2. Complete your profile as the data steward in the Welcome wizard.
  3. After adding your name and email, follow the same steps as the semadmin user to edit your profile.
  4. Set your profile picture for the data steward user. Use the datasteward.jpg image in the folder product-retail/pictures.

You are now connected as the data steward.

Import data

In this section, you will import the demo data from the tutorial resources.

To import data, while connected as datasteward, navigate to the Navigation Drawer. This Navigation Drawer is where all the links and shortcuts exist in the application.

Click the Start Here link:

Import Brands

  1. Click Import Brands.
  2. Follow the pop-up prompts to import data. The data can be found under the folder demo-applications/product-retail/datasets.
  3. Choose the file 3-import-data-1-brand.xlsx.
  4. 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.

  1. Click CONTINUE. At the Define mappings step, make sure the columns from the Excel file are mapped correctly to the Brand columns.
  2. Click CONTINUE. xDM gives you a summary of the data to be imported.
  3. Click FINISH. Your Brand data has now loaded into xDM, but it's only visible to you. The data you imported has not become golden data yet.
  4. Click the FINISH button in the bottom right corner of the stepper to submit the data you just imported to xDM.

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

Import Families

Import Subfamilies

Import Sizes

Import Products

  1. Follow the same process to import product data. This time click on Import Products and choose the file 3-import-data-5-product.xlsx. The Define mappings step should show column names that reflect the 3-import-data-5-product.xlsx Excel file.
  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.
  1. 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.
  2. 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

Import Item Images

Congratulations! You 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 that you have data in Items and Item Images as shown and browse your product data as shown in the next step.

Check data

  1. In the Navigation Drawer, find the "More" section.
  2. Click on the link Product Catalog.
  3. Click on All Item Images.
  4. 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.

Check dashboards

After successfully importing your data, you can check the dashboards you imported in the Dashboard Builder.

  1. Click on the Product Metrics item in the Navigation Drawer.

  1. If you see the Product Metrics dashboards, you have successfully imported the dashboard files as well as the data.

In the next section, you will follow steps to learn how to use the dashboards.

Use the Dashboards

Let's take a quick look at how to use the Product Metrics dashboards.

  1. Find the Items By Brand chart on the PRODUCT METRICS tab.
  2. Click on "Air Strides" bar.

  1. You should see the Drilldown feature in action which shows you the underlying data that makes up the "Air Strides" bar in the Items By Brand bar chart.

  1. Click on the menu button and then click on the Item ID Drill Through. This opens a new tab and takes you to the Item record that you saw in the dashboard so you can explore the data.


  1. Navigate back to the previous tab with the dashboard open. Go to the top of the dashboard. Click on the DATA QUALITY tab to look at the charts related to data quality. This tab shows the different charts created to analyze data quality KPI for the product data in the MDM hub.

  1. Navigate to the top of the dashboard again. Click on the INTEGRATION JOB METRICS tab to look at the status of Integration Loads (loading data into xDM) and the Integration Batches (xDM processing data to make golden records). These charts are helpful for business users and data stewards to learn the status of jobs in xDM, especially if they do not have access to the Application Builder.

The prebuilt charts and dashboards in this section give you an idea of what is possible in xDM. Learn more about dashboards and the Dashboard Builder in the documentation.

Now that you have successfully loaded data in the Product Retail application, browsed the data, and viewed the dashboards, you're ready to fix error records.

Browse & Fix Errors

You are now ready to browse, search, and filter data in the application! We are going to browse data specifically to delete specific records.

Browse errors

Remember the errors we introduced in the Import Products section above? Even though xDM allowed you to skip through the errors when importing product data, the validation rules routed these bad records into an error queue. This error queue is commonly called an exception view. You can now take action on these errors. Let's visit the error queue now to see how xDM handles errors.

To browse the errors:

  1. Click on Browse Errors, under the "More" section in the Navigation Drawer. The Excel file 3-import-data-5-product.xlsx introduced some 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.

  1. Click on Product Errors.

  1. Click the first product in the list, "Airstrides Contrails Speedy Cross-trainers".
  2. 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.

Fix errors

Some organizations choose not to allow edits in xDM and instead require fixes in the source systems, especially when data volumes are large. This Product Retail MDM application is configured to allow you, the data steward, to edit the record to fix the error.

To edit the error records:

  1. Click the "more" button represented by 3 vertical dots in the upper right corner to fix the error.

  1. Choose the Edit option to edit this "Airstrides Contrails Speedy Cross-trainer" error record.

  1. A stepper opens up to walk you through the steps to edit the product record.
  2. Go to the Brand attribute.
  3. Click the picker icon to open the window to choose a brand. The Select Brand pop up appears. You can see all the brands available.

brand picker

  1. Choose the first option "Air Strides".

air strides

  1. Click CONTINUE.
  2. Click FINISH on the Additional Attributes step.

  1. You have successfully corrected the error. The product "Airstrides Contrails Speedy Cross-trainers" should disappear from the Product Errors list and appear in the regular All Products view with the rest of the correct product records.
  2. 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.
  3. Let's navigate back to the Errors again to see the update take effect.
  4. You should see fewer errors because one has been corrected. 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.
  5. Navigate to Browse Errors > Product Errors after fixing the errors. You should see fewer errors now.
  6. Follow the guidelines below to fix the remaining errors:

As the data steward, you successfully fixed data errors in xDM.

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 3-import-data-4-size.xlsx Excel file. You will walk through how to delete those 2 sizes.

  1. In the Navigation Drawer, go to the More section.
  2. Click on Reference Data.
  3. Click on Sizes.

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

delete sizes

  1. Click the menu button.

  1. Select the Delete option. You are prompted with a confirmation message. Once you delete, you cannot undo this action.

  1. Click DELETE.

  1. You should see the confirmation toaster message "2 record(s) sent for deletion" in the lower left corner.
  2. Click the menu button to see the change.
  3. Choose the Refresh button to refresh the data.

refresh

You have successfully deleted two sizes from xDM.

Congratulations

You have successfully accomplished common data steward tasks, including:

You are now ready to transform into the business user to perform tasks such as browsing data, searching data, and authoring new data.

You are now ready to browse and search data in the application! These are tasks normally done by a business user, such as a project manager, product 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 application to:

Connect as business user

Begin by logging into the application and setting up your profile.

To get to the application:

  1. Log in using the business user user credentials.
  1. If you followed the Quick Install AWS or the Quick Install Azure tutorial, you are prompted to change your password. Enter the default password for datasteward in Current password, provide and confirm the New password, and then click CHANGE.

  1. Go to the Product Retail MDM application.
  2. Complete your profile as the business user in the Welcome wizard.
  3. Edit your profile and set your profile picture. Find the profile picture for your business user, businessuser.jpg, in the product-retail/pictures folder.

You are now connected as the business user.

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.

Global Search

When you first log in as the business user, you arrive at the Global Search homepage.

Since you just edited your profile, you can navigate to the Global Search in two locations in the application:

  1. Find the Global Search in the Navigation Drawer, OR click on Search icon in the upper right corner.


In this step, you will use the Global Search to find products.

  1. Search for pencil in the Global Search. Type in pencil in the Search text field.

  1. Click the blue search icon. You should see one result, a product called Blackberry Slim Pencil Skirt.

  1. Click the product to learn more.
  2. You will see information about the product, including:

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

Now that you know how to use the Global Search, feel free to search other terms and navigate the application on your own to learn how Global Search works.

Search Filters

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

To use search filters:

  1. In the Navigation Drawer, find the section Quick Access.
  2. Click on All Products. All Products is a custom business view made to help you quickly browse all products in the Product Retail MDM application.


.

  1. Click on the Filter icon in the upper right corner of the application to find all skirts the company carries. The filter menu appears. By default, a new filter will be created.

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

  1. 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.

  1. Click the button SAVE AS in the lower right corner of the filter menu. 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.
  2. Give the filter the name Skirt.
  3. 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 co-workers shared with you. You are going to share the Skirt filter so it is available to your coworkers.

  1. Click on the menu button next to the Skirt filter.

filter menu

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

Filters are very powerful. You can chain multiple filters together to further narrow your search. In this step, you will create a second filter to see how to chain filters together.

  1. Click NEW FILTER. This is the same tab previously used to create the skirt filter.
  2. Enter the Search Text: casual
  3. Hit the return key on your keyboard. The filter should be applied. 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.

  1. Save this new filter with the name Casual.
  2. Under the MY FILTERS menu, you can now toggle the filters to turn them on and off.

  1. For example, toggle off the Skirt filter and click APPLY. You should see only the product results from the Casual filter now.

Custom Search Filters

In addition to saving search filters when you perform a search on the fly, you can create custom search filters in your model. These predefined filters make it faster for business users to apply common searches.

The Product Retail MDM model has custom search filters predefined. You can find these filters under the Search type:

Here is a preview of the predefined search filters in the Product Retail MDM model:

Browse hierarchies

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. In this step, you will learn how to browse the hierarchy in the Product Retail MDM application.

To browse hierarchies:

  1. Under Quick Access in the Navigation Drawer, click on By Family. You see product data categorized by product families using a hierarchy view.
  2. Click on the family Mens shoes in the tree view. You see the subfamily categories under the product family Mens shoes.

  1. Click on the arrow icon next to Mens shoes to expand the hierarchy.

  1. Continue to drill down the Sub Families hierarchy.
  2. Expand the Business node. You see a list of all the men's business shoes.
  3. Click on the product called Murphy's Classic Leather Shoe in the tree view. This opens the detailed form view for this product. You can now learn about this product the same way you browsed the Blackberry Slim Pencil Skirt.

treeview by family murphys

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

items

  1. Click on the ITEMS tab.
  2. 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.

  1. Click on the IMAGES tab. 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.

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.

In this step, you will select a product and view its graph.

To view the graph relationships:

  1. Under Quick Access in the Navigation Drawer, click on All Products.

  1. Click on the second column name which should be titled ID. Click the column name ID until the arrow is pointing upwards. This sorts the table of records by the ID in an ascending order.

  1. Click on the first product in the table. It should be called "Simmi Professional Suits" from the brand "Giorgio for Men".
  2. Click on the Menu icon in the upper right corner of the application.
  3. Choose Graph View.

graph view

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

graph

  1. To move the graph, hover over it until you see your pointer cursor turn into the move cursor.
  2. Click and drag to reposition the graph.
  3. Roll your mouse's scroll wheel to zoom in and out of the graph.
  4. Position your mouse cursor over the left side of the label where there are white or blacks dots over a colored background to move items in the graph.

  1. Click on the tile and drag. You will see the item move with your mouse, and the arrow pointing to the tile will move along with the tile. Release and the item will reposition itself.
  2. 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.
  3. Expand the family "Mens Clothing" to find other products in this family.

  1. If you expand more notes in the graph, you can see an expanded view of relationships surrounding this product.

graph mens clothing

Congratulations

You have discovered some of the browsing capabilities of xDM. You have learned how to:

You are now ready to author product data as the business user. You will experience how xDM can guide you through the data authoring experience. You will be authoring new product data and the associated items and images.

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 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.

Follow the two-step data entry process where the business user first enters data. Then, the data steward will review the data and finally save it to xDM.

Create a product

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

You can type or copy and paste the data into the Product Retail MDM application.

To add a new product:

  1. Under Quick Access in the Navigation Drawer, click Add Product. xDM should take you to the Add Product workflow which guides you through the process of authoring product data.

  1. Enter the following data on the General Information step:

  1. Click CONTINUE.
  2. On the Additional Attributes step, enter the following data:

  1. Click CONTINUE.

In this step, the Add Product workflow is guiding you through entering item and image data. You will add the sizes and colors that the Polka Power product is available in.

To add the items:

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

  1. Click CONTINUE.

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

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

  1. 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.

  1. Enter the following data for the second item:
  1. Click CONTINUE.

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

  1. On the Item Image step, enter the following data:
  1. Click GO TO LIST. This saves the item image you just added and returns you to the Items step of the workflow.
  2. Click GO TO LIST again. This saves the item information and returns you to the Products step of the workflow.

  1. Click FINISH. The FINISH TASK pop up asks you what is the next task you would like the workflow to progress to. Choose Review Product to send the workflow to the data steward user for review and approval.

  1. 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.

You have successfully submitted a product creation request to the data steward.

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.

  1. Select Logout.

You will now log back in as the data steward user to review the new product.

Review product

As the data steward user, you are going to review the product data that the business user added. In this step, you will approve and save the new product to xDM.

To review and submit the data:

  1. Connect as the datasteward user. Refer to the Import, fix, and delete data step for the tips on the data steward credentials.
  2. Click Inbox in the Navigation Drawer.

  1. 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.
  2. Click on the START button to claim it. Then enter the workflow to approve the newly added product.

  1. 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:
  1. Click on the product to edit the "Polka Power" product. You will enter the product workflow where you can edit the product, item, and item image information.
  2. Make any edits you think may be appropriate.
  3. Click the GO TO LIST button once you are ready to save and publish this new product.

  1. Click the FINISH button. The FINISH TASK pop up asks you what is the next task you would like the workflow to progress to.
  2. Choose Save to xDM.

finish task steward

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

You have successfully submitted the product data. The product is now available to everyone who is authorized to view it.

This authoring process demonstrates how teams can collaborate using workflows and how permissions can be set.

Congratulations

You learned how to author data in xDM.

Great job going through this tutorial!

You will find more information about how to design such applications in the Data Authoring and Data Consolidation tracks of the tutorial series.

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.

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

In this tutorial, you learned how to:

You will find more demo application tutorials, including the Customer B2C Demo, in the tutorial series.

There are also tutorials about how to design applications in the Data Authoring and Data Consolidation tutorial tracks.

Go back to the main menu to see more tutorials.

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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.

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