Master Data Management

Set Allowed Processes at the Category Level

Integrate processes are the methods in which data from MDM is posted into a target system.

A Designer can limit the allowed processes for scenarios at the category level. Only these allowed processes display in the INTEGRATE PROCESS ID list box on the Scenario Process page.

NOTE: This task must be completed so that requests created from the scenario are posted to the target system. Refer to Add a Process to a Scenario for more information.

The process must be active in Integrate to be registered at the category or scenario level.

To set allowable processes:

  1. Click Master Data Management > Design in the Navigation pane.
  2. Click Vertical View for a category.
  3. Click the Posting Processes icon.
  4. Click Add.

    View the field descriptions for the Category Process page

  5. Select the allowable process for scenarios in the category from the INTEGRATE PROCESS ID list box.

    NOTE: All active processes available in Integrate display.

  6. Click Save.

After the record is saved, click the link for the integrate process to view details about the process in Integrate.

A Designer can also register a rule, if needed, in the form of a SQL stored procedure, to the process that is executed right before the process is posted via a Group post or single posting events. Refer to Set Rules for a Category Process for more information.