Master Data Management

Manage Org Units

Org Units are defined at the object level and then added to a category. Org units are used to create requests for posting to one or many target systems and define security access to data for users.

Org Units are optional and used to set request data security by restricting data a user can access based on, for example, an organization’s structure. A Designer could create an org unit called Plant that contains the org unit values for plants in different states. Users can be assigned to the plant in their state, and those users only see data associated with that org unit value (i.e., the state name). Additionally a Designer could configure one set of validations, one set of dependencies and configuration options based on Org Units.

An advanced user, usually a Syniti Consultant, could implement this feature to restrict list box values, to limit access to a role during the request process, or to set role dependencies.

To use an Org Unit, you must configure security to include the position for the Org Unit. Refer to Set a Role's Org Unit Value Assignments for more information.

To work with org units:

Add Org Units

This task is performed by a Designer.

Before performing this task, Org Unit source tables must exist in a content database. The source tables are used as Org Unit list sources in MDM configuration, so that the Org Units can be applied as Org Unit Types within each category. There is no restriction to the number or type of Org Units that may be configured.

All Org Units are global, defined at the configuration level and used across categories. Once added, an Org Unit record cannot be edited. If changes need to be made to an Org Unit, delete the record and add a new Org Unit.

The Org Units page is used to register lists (source tables) that reside in any content database.

NOTE: Org Units are an optional feature.

To add organizational units:

  1. Select Master Data Management> Configuration > Org Units in the Navigation pane.

  2. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Org Units page

  3. Enter a unique name in the ORG UNIT field.

    NOTE: This name describes the Org Unit, such as Plant or Company. It can contain all letters, 0-9 and underscores only.

    NOTE: The Org Unit name must be unique. If the user attempts to save an Org Unit with a name that belongs to an existing Org Unit, an error message displays. The user must delete this Org Unit and re-enter it.

  4. Select a value from the LIST DATA SOURCE ID list box.

    NOTE: This data source contains the table or view that provides Org Unit values and must be registered in the Stewardship Tier. Refer to Register a Data Source in Common for more information.

  5. Select a value from the LIST SOURCE list box.

    NOTE: The list source is a table or a list that contains all the possible values for Org Units. There can only be one row per value in the VALUE FIELD. For example, the list source cannot require a Where clause or be language dependent.

  6. Select a value from the VALUE FIELD list box.

    NOTE: The value field is a column from the list source that provides the actual Org Unit values used to process a request, e.g. WERKS is the value field that provides Org Unit values for Plant in request processing.

  7. Select a value from the DESCRIPTION FIELD list box.

    NOTE: This value is the name of the field that contains the description for the VALUE FIELD.

    NOTE: Description field is optional, but should be chosen if it exists in the List Source.

  8. Enter optional text in the COMMENT field.
  9. Click Save.

Continue with Add an Org Unit Type to a Category Object.

Add an Org Unit Type to a Category Object

A Designer performs this task.

The user identifies whether each category object uses org units and what those org unit types are. This gives the Content WebApp the ability to drive data-level security of values within the org units so that users only see the data that is relevant to their org unit security setup.

Each category object is limited to three org unit types. An org unit type consists of org units that have been created on the Org Units page.

For example, the category Customer uses a category object of Customer Data. The Customer Data category object uses the Company Code org unit for org unit type 1 and the SalesOrg org unit for org unit type 2. Org unit type 3 is not populated.

To add an org unit type to a category in MDM:

  1. Select Master Data Management> Design in the Navigation pane; the Category page displays.
  2. Click Vertical View for a category NAME.
  3. Click the Org Unit Types button.

  4. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Category Org Unit Type page

  5. Select a category object from the OBJECT NAME list box.

    NOTE: If no category objects exist for this category, the OBJECT NAME defaults to the category name. Refer to the Category page for more information.

  6. If a category object must be added, click Click to add a new item. The Category Objects page displays in add mode in another browser tab.

  7. Enter the category object name in the OBJECT NAME field.

  8. Click Save.

  9. Return to the Category Org Unit Type page.

  10. Select the newly added category object from the OBJECT NAME list box.

  11. Select an org unit from the ORGUNIT1TYPE, ORGUNIT2TYPE or ORGUNIT3TYPE list boxes as needed.

  12. Click Save.

To use an Org Unit, you must configure security to include the position for the Org Unit. Refer to Set a Role's Org Unit Value Assignments for more information.

Add and Configure Org Unit Groups, Types, and Values

A Security Administrator can add an org unit group and configure the org unit values for each type of org unit in the org unit group. By configuring org unit groups a Security Administrator can define a set of org unit values that can be used in multiple security positions and roles.

Before performing this task, org units must be added. The org unit types that can be configured for a group are based on the org unit set up on the Org Units page. Refer to Add Org Units for more information.

Once an org unit group is added and the values for each org unit type are configured, the org unit group can be added to positions and roles in Security. Refer to Add Org Units from a Group to all Roles in a Position and Add Org Units from a Group to a Position Role for more information.

To add org unit groups and configure org unit values for org unit groups in MDM:

  1. Select Master Data Management > Configuration > Org Units Groups in the Navigation pane; the Org Units Groups page displays.

  2. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Org Units Groups page.

  3. Enter a unique name in the NAME field.
  4. Click Save.

  5. Click the Org Units icon for the Org Unit Group; the Org Unit Group Types page displays.

    View the field descriptions for the Org Units Group Types page.

    NOTE: The org unit IDs that display are based on the types of org units added on the Org Units page.

  6. Click the Org Units icon for an Org Unit ID; Org Unit Group Type Values page displays.

    View the field descriptions for the Org Units Group Type Values page.

  7. Select one or more org unit values, and then click the Include or Remove icon as needed.
  8. Repeat Steps 6 and 7 as needed to select org unit values for additional org units for the group.