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Editing a hierarchy

You can edit any of the existing hierarchies.

Before you begin

The MDM server is already launched. At least one hierarchy has been created. You have been assigned a role with the appropriate user authorization and access rights.
Information noteNote:

Make sure that you have selected:

  • the data container that holds the master data you want to manage,
  • the data model against which the master data will be validated.

About this task

To edit a hierarchy, complete the following:

Procedure

  1. In the Hierarchy Explorer page, click the Manage button to open the Manage Hierarchies dialog box.
  2. Double-click the hierarchy you want to edit to display its details in the Hierarchy Explorer page.

    Example

  3. Edit the hierarchy definition according to your needs.
  4. If needed, click Run to preview the result of the hierarchical view.
  5. Click Save to validate your changes.
    A dialog box opens, asking you to define a name for the updated hierarchy.

    Example

    To use the original name, click OK to close the dialog box.
  6. If needed, define a new name for the updated hierarchy and then click OK.

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