Basic Data Maintenance in the Data Manager

Exercise Objectives

After completing this exercise, you will be able to:

• To perform data maintenance using the MDM Data Manager

Business Example

Once you have searched for the records you need to maintain, you will need to maintain the records using the Data Manager.

Task 1:

Comparing Records.

1. If you have not already done so, please start the Data Manager, and log on to the MDM050_Exercise_Master repository, using the logon credentials supplied by your instructor.

2. Search for records where the Manufacturer is Rust-Oleum Corporation.

Select the first three records returned (Part Numbers 1020-1G, 1020-55G, and 1020-5G) and perform a record Comparison. From the record Comparison dialog, please answer the following questions.

3. What colour are the field values for Manufacturer? Why?

4. What colour are the attribute values for Type? Why?

5. What colour are the field values for UPC? Why?

6. Close the record Comparison dialog

Task 2:

Maintaining Records

1. Restore the previously saved local search White with no Image Details from the previous exercise. Make a note of the number of records returned.

2. Create a new Mask called Group##. Add all of the records returned by the local search to your new Mask.

3. Clear previous search.

4. In Record Mode in the Data Manager, search for the record number with

5. Duplicate this record.

6. Change the Part Number to 19##-830X. Save the record.

7. Select your new record, and CheckOut Exclusive. Maintain some of the currently unmaintained attribute values for your new record. Save the record.

8. Find the master data of one of your colleagues’ new records – can you see the attribute changes they have made? Why/why not?

9. Check in your changes. Once your colleague has checked in their changes, look again at their master data record – can you now see the attribute changes?

Task 3:

Qualified Lookups

1. Find your new product with Part Number 19##-830X. Add a new Pricing entry for Walldorf. Use:

[Package Quantity] 1 each [List Price] 13.50

[Sales Price] 12.99 [Currencies] EUR

Solution 3: Basic Data Maintenance in the Data Manager

Task 1:

Comparing Records.

1. If you have not already done so, please start the Data Manager, and log on to the MDM050_Exercise_Master repository, using the logon credentials supplied by your instructor.

2. Search for records where the Manufacturer is Rust-Oleum Corporation.

Select the first three records returned (Part Numbers 1020-1G, 1020-55G, and 1020-5G) and perform a record Comparison. From the record Comparison dialog, please answer the following questions.

3. What colour are the field values for Manufacturer? Why?

a) Yellow, because all values are identical

4. What colour are the attribute values for Type? Why?

a) Rose, because all values are maintained, but are not identical 5. What colour are the field values for UPC? Why?

a) Light Blue, because the maintained fields match, but some fields contain.

6. Close the record Comparison dialog

Task 2:

Maintaining Records

1. Restore the previously saved local search White with no Image Details from the previous exercise. Make a note of the number of records returned.

a) Use the menu option Search Restore Local Search… White with no Image Details. There should be 16 entries.

2. Create a new Mask called Group##. Add all of the records returned by the local search to your new Mask.

a) Change the current table to Masks. In the Records pane, right click and select Add. In the Record Detail pane, type “Group##” into the Name field. Press Shift + Enter. Change the current table to Products.

Select the 16 entries in the Record pane, right click, and select Add to Mask –>Group##.

4. In Record Mode in the Data Manager, search for the record number with Part Number 19##-830 (where ## is the group number assigned to you by your instructor).

5. Duplicate this record.

a) Right click on the record and select Duplicate.

6. Change the Part Number to 19##-830X. Save the record.

a) In the Record Detail area, add “X” to the end of the value in the Part Number field. Press Shift + Enter.

7. Select your new record, and CheckOut Exclusive. Maintain some of the currently unmaintained attribute values for your new record. Save the record.

a) Right click on your new record and select Check In/Out –> Check Out Exclusive. Add some values to the Attributes, and use Shift + Enter to save.

8. Find the master data of one of your colleagues’ new records – can you see the attribute changes they have made? Why/why not?

a) No – changes that are made while the record is checked out are only visible to check out members.

9. Check in your changes. Once your colleague has checked in their changes, look again at their master data record – can you now see the attribute changes?

a) Yes

Task 3:

Qualified Lookups

1. Find your new product with Part Number 19##-830X. Add a new Pricing entry for Walldorf. Use:

[Package Quantity] 1 each [List Price] 13.50

[Sales Price] 12.99

Continued on next page

[Currencies] EUR

a) Select your record in the Record pane, and then in Record Detail pane, find Pricing. It will be located in the right hand column, at the bottom of the list (you will need to scroll down). Double click on Pricing to open the “Select Qualified Lookup Records” dialog. At the bottom of the dialog click on the button Add… On the next dialog, choose Walldorf from the drop down list for Region, and click OK. A new entry for Walldorf will now appear in the list of “Available Lookup Records”. In the upper right hand side of the dialog, select the new Walldorf entry, and click on the button Add. In the Lookup Detail area on the lower half of the screen you can now enter the required pricing data. Click on OK when completed.

Lesson Summary

You should now be able to:

• Add, delete, duplicate, check in/out and compare records in record mode.

• Use the various techniques for maintaining the record details.

• Understand the concept and maintenance of tuples.

• Work with Masks.