MDM Import Manager Reference Guide
Basic Concepts
What is Parametric Import?
The Current Tables
Table Joins and Lookups
Pivoting and Reverse Pivoting
Partitioning
Value Mapping
Value Conversion
Record Matching
Import Maps
Record Filtering
Guided Tour
Starting and Exiting the Import Manager
Source Properties
Getting the Next Source Data File
Connecting to a New Data Source
Adding a Repository List
Data Source Updates
Excel-Related Import Challenges
MDM Import Manager Main Window
Switching Layout
Selecting the Current Tables
Import Workflow
Working with the MDM Import Manager
MDM Import Manager at a Glance
Source Hierarchy Pane
Destination Hierarchy Pane
Source Preview Tab
Partition Field/Value Tab
Map Fields/Values Tab
Match Records Tab
Import Status Tab
Status Bar
Configuration Options
Opening the Configuration Options Dialog
Import Maps
Import Map Operations
Opening and Closing Maps
Saving and Restoring Maps
Importing and Exporting Map Files
Browsing Source Data
Overview
The Source Preview Tab
The Source Hierarchy Tree
Tables, Fields, and Data Values
Table Joins and Lookups
Field Types in the Source Hierarchy Tree
Source Hierarchy Operations
Displaying Distinct Values
Removing Distinct Values
Setting The Case Sensitivity Option
Adding an Empty Field
Adding a Clone Field
Renaming a Field
Deleting a Field
Joining Tables
Looking Up a Field
Splitting a Field
Building a Hierarchy
Creating a Compound Source Field
Creating a Pivot Table
Creating a Reverse Pivot Table
Table Joins and Lookups
Overview
Multiple Tables of Source Data
Table Joins and Lookups
Joining Tables
Looking Up a Field
Pivoting/Reverse Pivoting
Overview
Pivoting
Challenge: Single Pair of Metadata/Data Fields
Challenge: Metadata Field Combination
Challenge: Data Field Combination
Challenge: Single Name/Value Field Pair
Challenge: Multiple Name/Value Field Pairs
Challenge: Multi-Valued Information
Reverse Pivoting
Challenge: Single Set of Data Fields
Challenge: Metadata Field Combinations
Challenge: Multiple Sets of Data Fields
Pivoting and Reverse Pivoting Operations
Creating a Pivot Table
Example: Single Pair of Metadata/Data Fields
Example: Metadata Field Combination
Example: Data Field Combination
Example: Single Name/Value Field Pair
Example: Multiple Name/Value Field Pairs
Creating a Reverse Pivot Table
Example: Single Set of Data Fields
Example: Metadata Field Combinations
Example: Multiple Sets of Data Fields
Imagining Horizontal Pivots
Pivoting versus Adding Horizontal Pivots
Reverse Pivoting versus Removing Horizontal Pivots
Splitting Fields
Overview
Splitting Fields
Splitting into Hierarchy
Splitting into Multiple Fields
Setting the Split Delimiters
Classification Data Import
Overview
Building a Hierarchy
Parent/Child Value Pairs w/ Node Name
Parent/Child Value Pairs w/o Node Name
Hierarchy Codes w/ Node Name
The Create Hierarchy Field Command
Taxonomy Import
Importing the Hierarchy
Importing the Attributes
Importing the Attribute Text Values
Importing Attribute Links
Attribute Data Import as Name/Value Pairs
The Attribute Display Configuration Option
The [Attribute/Value] Hierarchy Field
The Attribute/Value Hierarchy
Partitioning Fields/Values
Overview
Partitioning and Field Mapping
Source Field Partitioning
Destination Field Partitioning
Source and Destination Field Partitioning
Field Value Partitioning
Distinct Value Lists and Value Combinations
Record Subsets
Partitions in the Source and Destination Hierarchies
The Partition Field/Value Tab
Field and Value Partitioning
Inheritance
Multiple Partitions
Nested and Combined Partitions
Nested versus Combined
To Combine or Not to Combine
Merged Values
Mathematical Analysis
Infinite Restructuring Flexibility
Splitting versus Partitioning: A Comparison
Partitioning Operations
Partitioning by a Single Field or Attribute
Partitioning by Multiple Items
Combining Partitions
Setting the Partition Combine Delimiter
Splitting a Partition
Removing Partitions
Reordering Partitions
Restoring Inheritance
Mapping Fields/Values
Overview
The Map Fields/Values Tab
The Field Mapping Grids
The Value Conversion and Mapping Grids
Value Mapping
Eliminating Value Differences
Collapsing Source Value Variations
Mapping to Multi-Valued Destination Fields
Mapping to Hierarchy Destination Fields
Mapping to Object Lookup Destination Fields
When Value Mapping Is Required
Value Conversion
Automatic Data Type Conversion
Measurement Value Creation
Source Field-Level Settings
Destination Field-Level Settings
Hierarchy Values
Hierarchy Representation in Source Data
Importing Into a Hierarchy Lookup Field
Importing Into the Hierarchy Lookup Table
NULL Values
Mapping To and From NULL Values
Converting To and From NULL Values
Missing Source Data Fields
The NULL Handling Options
The Flat NULL Handling Option
The Hierarchy NULL Handling Option
The NULL Interpretation Option
The Case Sensitivity Option
Field Mapping Delimiters
Value Conversion Filters
Lookups Consisting of Multiple Display Fields
Compound Lookup Fields
Mapping From a Single Corresponding Source Field
Mapping From Multiple Corresponding Source Fields
Promoted Lookup Table Display Fields
Map-Within-a-Map (Create Compound Field Command)
Qualified Lookup Fields and Lookups-Within-Lookups
Value Mapping and Lookup Table Display Fields
Multi-Valued Destination Fields
Field Mapping to Multi-Valued Fields
Field Mapping to Coupled Numeric Attributes
The Multi-Valued Update Option
The Qualified Update Option
Product Applications and Automotive Parts Data
Multilingual Destination Fields
Object Lookup Destination Fields
The Data Group Display Option
Writeable Once Destination Fields
The MDIS Unmapped Value Handling Option
Field Mapping Operations
Source Field Mapping
Source Fields Grid
Destination Fields Grid
Mapping a Source Field
Unmapping Fields
Automapping Source Fields
Finding Matching Destination Fields
The Find Matching Field Options
Filtering Unlinked Attributes
Adding a New Destination Attribute
Creating a Compound Source Field
Setting the Field Mapping Delimiters
Setting The Case Sensitivity Option
Setting the Flat NULL Handling Option
Setting the Hierarchy NULL Handling Option
Applying Field-Level Value Conversion Filters
Setting the NULL Interpretation Option
Setting the Multi-Valued Update Option
Setting the Qualified Update Option
Setting the Data Group Display Option
Setting the MDIS Unmapped Value Handling Option
Value Conversion and Mapping Operations
Source Value Conversion and Mapping
Source Values Grid
Destination Values Grid
Editing Source Values
Editing Single-Valued Destination Field
Editing Multi-Valued Destination Field
Mapping Source Values
Mapping a Source Value
Unmapping Values
Adding New Destination Values
Adding New Destination Hierarchy
Removing New Values
Automapping Source Values
Mapping to a Compound Lookup Field
Mapping to a Coupled Numeric Attribute
Mapping to an Object Lookup Destination Field
Using the Data Groups Hierarchy
Adding a New Data Group
Applying Value-Level Value Conversion Filters
Restoring Converted Values
Setting to Original Values
Setting Values to NULL
Clearing Values
Applying Operators
Adjusting Measurement Units
Normalizing Values
Changing the Case of Values
Replacing Values
Accepting Truncated Values
Expanding Year Ranges
Expanding Month Qualifications
Finding Unmapped Source Values
Reordering Mapped Destination Values
Finding Mapped Destination Values
Selecting Source Values in a Hierarchy
Handling Missing Source Data
Matching Records
Overview
The Match Records Tab
The Value Matching Lists
The Default Import Actions Grid
The Record Matching Grids
Record Matching Concepts
Value Matches
Record Matches
Match Class
Match Type
Example: Single Matching Field
Example: Single Matching Field Combination
Example: Multiple Matching Fields
Example: Multiple Matching Fields with Field Combination
Value Mapping and Record Matching: A Comparison
Record Matching and Lookup Table Display Fields
Import Actions
Import Action Inheritance
Source and Destination Record Import Actions
Active Records and Inheritance
Source Record Merging
The Key Field
The Merge Source Records Option
The Merge Qualified Links Option
To Merge or Not to Merge
Merging Qualified Links and the Qualified Update Option
Record Filtering
Full Refresh versus Net Change Synchronizations
Filtered Match Class and Match Types
Record Filtering Behavior
The Virtual [Match Class/Type] Field
Updating the Record Matching Field
Normalized Record Matching Field
Mask Updates and Record Replacement
Key Mappings and Record Replacement
Checkout and Record Replacement
Checkout and Record Matching
Record Matching on Non-Sortable Fields
Record Matching Operations
Adding a Single Matching Field
Adding Multiple Matching Fields
Combining Matching Fields
Splitting a Matching Field Combination
Removing Matching Fields
Setting the Key Field
Setting the Active Records
Setting the Record Filtering Criteria
Setting a Default Import Action
Setting a Source Record Import Action
Setting a Destination Record Import Action
Importing Data
Import Execution
Monitoring Import Status
Performing the Import
Refreshing the Record Matching
Import, Checkout, and Workflow
Auto-Join Checked Out Records Option
Checkout/Workflow Option
Checkout and Workflow Failure Conditions
A Note About Import And Validation
Importing Relationships
Importing Parent/Child Relationship Links
Relationship Configuration Options
Aggregation Option
Update Options
Relationship File Format
MDM Import Server (MDIS)
Overview
MDIS versus Import Manager
What is Streaming?
Ports and MDIS
Port Requirements
Import File Location
Sequence and Frequency of Port Processing
File Aggregation
Port Status
File Formats Compatible With MDIS
Text Formats
Simple versus Complex XML
Solutions for other XML Formats
XML Files That Split Information between Header and Body
SAP R/3 MATMAS XML Files
Virtual Extended Records
Using MDIS
MDIS Checklist
Starting and Stopping MDIS
Monitoring Import Status From the MDM Console
Exception Handling
What Happens When Exceptions Occur?
Exceptions Folders
How Do You "Fix" Exceptions?
MDIS Configuration
Configuring Optimal Performance
Troubleshooting
Import Files Are Not Being Processed By MDIS
Port Has Exceptions
Source Fields Or Values Not Being Imported
Source File Is Too Large To Open In Import Manager
Enabling Tracing and Audit Trails in the Import Log
Multilingual Support
Multilingual Basics
Language Layers
Language Inheritance
Multilingual Operations
Connecting to the MDM Import Manager
Field Mapping to Multilingual Destination Fields
The Expand Multilingual Fields Option
As Multiple Fields Setting
As Field and Language Setting
Value Mapping to Multilingual Destination Values
Import Multilingual Data Into Lookup Tables
Import into Flat Tables
Import into Hierarchy Tables
Record Matching and Multilingual Destination Fields
Source Record Merging and Multilingual Data
Remote Systems and MDM
Introduction
What is a Remote System?
Key Mapping
[Remote System] and [Remote Key] Fields
Key Mapping Behavior
Key Mapping Reassignment
What is a Port?
Remote System Operations
Connecting to the MDM Import Manager
Connecting to a Port
Field Mapping
Value Mapping
Record Matching
Lookup Table Imports Using the [Remote Key] Field
[Remote Key] Values and Lookup Field Automapping
[Remote Key] Values and Record Replacement
Reference
Command Reference
File Menu
View Menu
Source Menu
Fields Menu
Values Menu
Records Menu
Configuration Menu
Help Menu
Partition Field/Value Tab Buttons
Map Fields/Values Tab Buttons
Match Records Tab Buttons
Miscellaneous Context Menus
Display and Format Conventions