MDM Data Manager Reference Guide: Part 1
Basic Concepts
MDM Modes
MDM Repository Structure
Table Types
The Current Table
Data Types
Dimensions and Units
Taxonomies
Attributes
Qualified Tables and Qualifiers
Product Applications and Application-Based Search
Product Families
Product Masks
Data Groups
Expressions
Validations and Validation Groups
Assignments
Guided Tour
Starting and Exiting the MDM Client
Repository List
MDM Client Main Window
Menus
Horizontal Tabs
Vertical Tabs
Custom Data Entry and Editing Controls
Single-Valued Lookup Cells
Multi-Valued Lookup Cells
Qualified Lookup Cells
Measurement Cells
Multi-Valued Numeric and Measurement Cells
Coupled Numeric Measurement Cells
Large Text Cells
Log Cells
Image Lookup Cells
Text Block (and Copy Block/Text HTML) Lookup Cells
PDF Lookup Cells
Relationships Cell
Masks Cell
Grid Tooltips
Context Menu Tooltips
Delimiters
Progress Dialogs
Selection Methods
Mouse and Motion Key Selection
Typeahead Seek Selection
Selection Summary
Tips for Working with Trees
Tree Terminology
Typeahead Seek Feature
Motion Key Navigation
Drag-and-Drop of Tree Nodes
Expanding and Collapsing Tree Nodes
Tips for Working with Grids
Record Selection and Command Scope
Typeahead Seek Feature
Sorting Rows
Adjusting Row Height
Adjusting Column Width
Reordering Columns
Hiding and Unhiding Columns
Hiding and Unhiding Search Tabs
Checking Spelling
Record Mode
Working in Record Mode
Record Mode at a Glance
Search Parameters Pane
Records Pane
Record Detail Tab
Language Detail Tab
Family Detail Tab
Validations Tab
Assignments Tab
Workflows Tab
Search Selections Tab
Usage Tab
Crop and Rotate Tab
Web Tab
Status Bar
Special Columns of the Records Pane
Searching for Records
Drilldown Search versus Free-Form Search
Drilldown Searches
Flat and Hierarchy Lookup Search Tabs
Taxonomy Lookup Search Tabs
Nested Lookups and Multi-Level Search-within-a-Search
Qualified Lookup Search Tabs
Performing a Drilldown Search
OR Searches, AND Searches, and Multi-Valued Fields
OR Searches, AND Searches, and Hierarchy Lookup Fields
Free-Form Searches
Literal Search
Measurement Search
Expression Search
Free-Form Search Operators
Keyword Search
Multi-Word Keyword Searches
Single-Field Keyword Searches
Keyword Search Operators
Keyword Stemming
How Stemming Works
Multi-Word Stemming
Compound Word Splitting
Punctuation
Performing a Free-Form Search
Combining Free-Form Search with Drilldown Search
Saving and Restoring Named Searches
Saving and Restoring Local Searches
Record Operations
Adding Records
Deleting Records
Duplicating Records
Saving and Restoring Records
Protecting Records
Comparing Records
Comparing Multiple Records
Comparing Checked-Out Records with their Originals
Merging Records
Record Merge Operations
The Merge Records Dialog
Color Coding of Data Values
Auto-Populating the Merged Result Record
Performing the Merge
Record Merge and Checkout
Editing Record Details
Keyboard Shortcuts For Record Editing
Viewing and Editing Multiple Records
Maximum Record and Value Limits
Editing Text and Numeric Fields
Editing Measurement Fields and Attributes
Editing Lookup Fields into Flat or Hierarchy Tables
Editing Qualified Lookup Fields
The Qualified Lookup Field Cell
The Select Qualified Lookup Record Dialog
Editing Log Lookup Fields
Updating Values of Calculated Fields
Changing the Category of a Main Table Record
Editing Text Attributes
Modifying a Text Attribute Value List
Working with Lookup Tables
Editing Flat Lookup Tables
Editing Hierarchy Lookup Tables
Editing Taxonomy Lookup Tables
Editing Qualified Lookup Tables
Working with Objects
Object Tables at a Glance
Binary Objects Table
Copy Blocks Table
Images Table
PDFs Table
Sounds Table
Text Blocks Table
Text HTMLs Table
Videos Table
Object Fields at a Glance
The Object Lookup Field at A Glance
The Object Selector Dialog at a Glance
Available Objects Pane
Selected Objects Pane
Toggle View Toolbar Buttons
Slider
Resizer
Object Detail Tab
Data Groups Tab
Usage Tab
Filters Tab
Add Button
Selecting and Deselecting Data Groups
Selecting and Deselecting Objects
Object Operations
Adding and Deleting Objects
Linking Objects to Object Lookup Fields
Adding and Linking New Objects
Copying and Pasting Links
Removing Links
Reimporting and Replacing Objects
Generating Object Thumbnails
Viewing Object Details
Editing Object Details
Editing Objects in Data Manager
Editing Objects Using External Applications
Editing the Data Groups Hierarchy
Merging Objects
Editing Object Layers
Image-Specific Operations
Viewing Images and Image Variants
Adding User-Generated Image Variants
Adding System-Generated Variants
Deleting Image Variants
Searching by Image Variant
Saving Images to Disk
Setting Image Print Size
Cropping and Rotating Images
Resizing the Image View
Rotating and Mirroring Images
Cropping Images
Text Block-Specific Operations
Splitting Text Blocks
Text HTML-Specific Operations
Editing a Text HTML Object
Copying the HTML Code of a Text HTML Object
Copy Block-Specific Operations
Editing a Copy Block
Expanding a Copy Block
Copying a Copy Block
PDF-Specific Operations
Viewing PDFs
Binary Object/Sound/Video-Specific Operations
Saving Objects to Disk
Editing Relationships
Modifying Masks
Editing the Masks Table
Context Menu Mask Commands
Modify Mask Command
Checking Out Records
Check In/Out Operations
[Checked Out] Column
Managing Checkouts
Checkout And Stamp Fields
A Note About Checkout And Staging
A Note About Checkout And Transaction Management
MDM Expressions
Expression Dialog
Editing Expressions
Accessing the Virtual Extended Record
Branch Expressions
Expression Operators
Expression Functions
A Note about Functions and NULL Qualifier Values
System Time
Absolute Value
Modulo
Negate
Square Root
If Then
If Then Else
Is Null
Is Not Null
Has Any Values
Has All Values
Has Any Chars
Has All Chars
Length
Left
Right
Mid
Find
Trim All
Trim Left
Trim Right
Upper
Lower
Is Upper
Is Lower
Concatenate
Count
Maximum
Minimum
Average
Sum
Language
Branch
Required Fields
Validating Records
Validation Operations
Validations Tab
Validation Properties
Managing and Editing Validations
Editing Validation Expressions
Adding Branch Validations
Validation Groups
Editing the Validation Groups Hierarchy
Validation Execution
Manual versus Automatic Execution
Automatic Execution Property
Validation Result Dialogs
Validation Result Columns
Manually Executing Validations
Validations and Multi-Valued Fields
A Note About Validations and Data Integrity
Validation Example: ISBN Numbers and Check Digits
Assignments
Assignment Operations
Assignments Tab
Assignment Properties
Managing and Editing Assignments
Editing Assignment Expressions
Adding Branch Assignments
Assignment Execution
Assignment Result Column
Executing Assignments
MDM Workflows
The MDM Workflow Engine
Defining and Executing Workflows
Workflow Owner
Workflow Launcher
Sending to the Next Step
Splitting Jobs
Microsoft Visio Design-Time
Notifications
Record Filtering
Record Check Out
User versus Role Assignments
Execution Type
Push versus Pull
Manual versus Automatic Steps
Validations and Approvals
Task Completion Commands
Workflows Table
Managing and Editing Workflow Records
Microsoft Visio Plug-in at a Glance
Configuring the Microsoft Visio Plug-In
Workflow Diagrams
Workflow Steps
Start Step
Stop Step
Process Step
Group Step
Validate Step
Approve Step
Assign Step
Notify Step
Branch Step
Merge Step
Match Step
Syndicate Step
Connect Step
Defining and Editing Workflows
Workflows Tab
Status Pane
Tasks Pane
Inbound Task Queue State Transitions
Managing Workflow Jobs
Executing Workflow Jobs
A Note About Workflows And Process Execution
Hierarchy Mode
Working with Hierarchy Tables
Hierarchy Mode at a Glance
Hierarchy Pane
Records Pane
Record Detail Tab
Language Detail Tab
Status Bar
Non-Unique Node Names
Inner Node Assignments and Internal Leaf Nodes
Finding Tree Nodes
Hierarchy Tree Operations
Adding a Node
Renaming a Node
Deleting a Node
Changing the Case of Node Names
Sorting Nodes
Moving a Node with Drag-and-Drop
Merging Nodes with Drag-and-Drop
Cutting and Pasting Nodes
Hiding and Unhiding Nodes
Creating Aliases
Creating an Internal Leaf Node
Taxonomy Mode
Working with Taxonomy Tables
Taxonomy Mode at a Glance
Taxonomy Pane
Attributes Pane
Attribute Detail Tab
Attribute Language Detail Tab
Record Detail Tab
Record Language Detail Tab
Usage Tab
Status Bar
Attributes versus Fields
The Attributes Grid
Attribute Types
Attribute Priorities
Linked and Inherited Attributes
Finding Categories and Attributes
Structuring the Taxonomy
Printing the Taxonomy
Taxonomy Tree Operations
Adding a Category
Renaming a Category
Deleting a Category
Changing the Case of Category Names
Sorting Categories
Moving a Category with Drag-and-Drop
Merging Categories with Drag-and-Drop
Cutting and Pasting Categories
Creating Category Aliases
Creating an Internal Leaf Node Category
Partitioning a Category
Consolidating Categories
Using Matching Sets
Attribute Properties
Common Properties
Text Attribute Properties
Attribute Text Values
Text Value Image
Text Value Text
Numeric Attribute Properties
Attribute Ratings
Dimension and Default Unit
Decimal Places and Show Fractions
Coupled Numeric Attribute Properties
Coupled Name and Delimiter
Primary and Coupled Dimension Options
Link-Specific Property
Attribute Priority
Unit and Dimension Finder
Attribute Operations
Saving and Restoring Attributes
Adding and Modifying Attributes
Deleting Attributes
Linking and Unlinking Attributes
Viewing Attribute Usage
Changing Attribute Priority
Promoting and Demoting Attributes
Merging Attributes
Merging Text Attributes
Merging Numeric Attributes
Merging Coupled Numeric Attributes
Splitting Attributes
Reassigning Attribute Ratings
Converting Attribute Types
Text to Numeric
Text to Coupled Numeric
Numeric or Coupled Numeric to Text
Numeric to Coupled Numeric
Coupled Numeric to Numeric
Sort Text Values
Decimal Places and Show Fractions
Product Relationships
Working with Product Relationships
Category-Level Relationships
Product-Level Relationships
Sibling versus Parent/Child Relationships
Single- versus Multi-Table Relationships
Single- versus Multi-Level Relationships
Hybrid Relationships
Relationship Qualifiers
Editing Related Records
The Relationships Pop-Up Window
The Anchor Record
The Relationships Tabs
Relationship Naming Conventions
Adding Related Records
Removing Related Records
Splitting Related Sibling Records
Reordering Related Records
Changing the Anchor Record
Importing and Exporting Relationship Links
Copying Related Records
Product-Centric versus Relationship-Centric View
Product-Centric View
Relationship-Centric View
Qualified Tables
Working with Qualified Tables
Multiple Prices and Cross-Reference Part Numbers
Product Applications and Application-Based Search
Qualified Table Overview
Qualified Table Terminology
Qualifiers
Qualified Lookup Cells
Qualified Lookup Search Tabs