To distribute master data in MDM studio, Connectivity studio messages are used.

If you use an organization hierarchy to define a source company and target companies for master data distribution, set up master data entity messages of type Hierarchy.

An organization hierarchy has several levels of companies (legal entities) between which you can distribute master data. The master data distribution between two organization hierarchy levels is called a layer.

For each master data distribution layer, define the messages that are used to send master data:

  • From a source company to target companies.
  • From a source company to staging journals.
  • From a staging journal to a target company.

Prerequisites:

  • Organization hierarchy setup
  • Company setup
  • Connectivity studio setup (messages)


Standard procedure

1. Click Master data management - Setup.
2. On the Master data entities tab, in the list, find and select the desired master data entity.
3. Click Edit.
4. Expand the Messages section.
5. Click New.
6. In the Type field, select 'Hierarchy'.
7. Define the master data management 'hierarchy' company which related organization hierarchy is used to define the source company and target companies for master data distribution.
  In the Target company field, enter or select a value.
8. Click Save.
9. Sub-task: Set up master data distribution layer messages.
  9.1 In the Messages list, find and select the desired record of type Hierarchy.
  9.2 Click Hierarchy messages.
  9.3 Click New.
 

Note:

  • The layers are numbered automatically. The sequence of numbering is top-down in the organization hierarchy.
  • The first time you define layer messages, the first layer is already created. You can start filling the fields immediately.

  9.4 Define the message to send the master data from a source company to the target companies or staging journals of the target companies.
  In the Message field, enter or select a value.
  9.5 If you use staging in the target companies, define the message to send the data from a staging journal to the target company.
  In the Staging field, enter or select a value.
  9.6 If you use the MDM staging journal, you can compare data. You can compare the current target company values with the values as sent from the source company to the staging journal.
To compare the data, a data comparison must be generated.
You can have the data comparison generated when the message is run that sends data from the source company to the MDM staging journal.
  Select the Generate compare data check box.
 

Note: If you generate a data comparison, you can also apply a staging journal validation. This validation defines what happens with journal lines with data differences. To apply a staging validation, in Connectivity studio, in the Staging display options, for the desired record, set up a validation with the BisValidationMdmDifference validation class. The Exception behavior and Type settings of the validation setup define what happens if differences are found. For more information, refer to Set up staging validations.

  9.7 You can run the staging message directly after the data is received in the staging journal.
  Select the Execute staging check box.
  9.8 Close the page.
10. Close the page.
Related to Notes

Set up master data entities

 

See also

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