Configuring a B2B Template for Trillium
Before starting this procedure, ensure that the repository contains the user admin with ADMIN rights.
1. On the Menu toolbar, click Administer > Security > Users.
2. Click Add New User.
3. Create a user as follows:
a. User full name and User-ID as admin.
b. Assign the role ADMIN to the user.
Tip: For information about creating users and assigning roles, see Administering webMethods OneData.
4. Execute the database scripts as follows:
a. Navigate to < OneData_directory >/templates/CustomerMDM/ OneData_Templates/ B2B/Scripts.
b. Run the 00.sys.synonym as sys User.
c. Execute the following scripts in the Work area (STG) and Release area (PRD), as indicated.
Important: Scripts must be executed in the order listed.
Script Name | Execution Area: |
Work (Staging) | Release (Production) |
01.stgprd.ddl | Yes | Yes |
02.stg.triggers | Yes | |
03.prd.triggers | | Yes |
04.stgprd.initial | Yes | Yes |
05.stg.sequences | Yes | |
5. Import the transfer metadata file as follows:
a. On the Menu toolbar, click Administer > Metadata > Import Metadata.
b. Click Add Profile.
c. Complete the Input Profile Name.
d. In the Repository and Project section, in the Project field, select the project into which to load metadata. If there is only one project, OneData selects it by default.
e. Click Browse. Navigate to OneData_directory /templates/CustomerMDM/ OneData_Templates/B2B, and select the XML file, Metadata File CDI_B2B_Template.xml. Click Load.
f. Check Display logs on screen to view the logs on the screen after execution.
g. Click Save.
6. Select the created profile and click Import.
The profile is opened for editing.
7. Click Import. To execute the task as a background asynchronous action, click OK. To view the results of the import process on the screen, click CANCEL.
Note: When running the task as background process, OneData returns a Job log token that you can use to view the job results in Job Center.
a. On the Menu toolbar, click Administer > Job Center.
b. Select the Job Type as Transfer Metadata.
c. In the Job Log Id, input the job log token. Click Next to verify the Import Execution Results.
Note: When the import completes successfully, OneData displays the message, Metadata imported successfully from file.
8. Configure the OD System Master object project filter:
a. On the Menu toolbar, click Define > Objects and select the Reference Objects folder.
b. Select the OD System Master object.
c. On the Definition tab, edit the Implicit Filter, which sets a filter at object level. Set the project ID equal to the project in which you imported metadata in the previous step (for example, proj_id=3).
Note: To retrieve the project ID, on the Menu toolbar, click Define > Configuration > Repository Projects. Or, retrieve the project ID directly from the repository metadata table corresponding to OD_MD_PROJ.
d. Click Save.
9. Edit the Organization Staging Area columns:
a. On the Menu toolbar, click Define > Objects and select the folder, Staging Objects.
b. Select the Organization Staging Area object.
c. On the Structure tab, click Edit Constraints.
d. Click the Edit icon for the foreign key constraint, FK_SYS_ORG_STG.
e. In Constraint Filter, set Project ID as the project into which you imported metadata.
f. Click Save.
g. Click Show Structure.
h. Click the Edit icon for the INT_ID column and modify the following column attributes and click Save:
Column Attribute | Value |
Sequence Name | OD_SEQ_ORG_STG |
Trigger Name | OD_TR_ORG_STG |
Begin Value | 0 |
End Value | 999999999 |
10. Modify the Organization Gold object columns:
a. On the Menu toolbar, click Define > Objects and select the folder, Gold objects.
b. Select the Organization Gold object.
c. Click the Structure tab.
d. Click the Edit icon for the PARTY_ID column. Modify the following column attributes, and click Save.
Column Attribute | Value |
Sequence Name | OD_SEQ_PARTY_ORG |
Trigger Name | OD_TR_PARTY_ORG |
Begin Value | 1 |
End Value | 999999999 |
e. Click the Edit icon for the CNTRY_ID column. In Additional Column Qualifiers, add Consolidation Country Indicator, click Set Values, and click Save.
f. Click the Edit icon for the PRMRY_ID_ISSUE_CNTRY_ID column. In Additional Column Qualifiers, remove Consolidation Country Indicator, click Set Values, and click Save.
11. Modify the Country Master ID column:
a. On the Menu toolbar, click Define > Objects and select the folder, Reference Objects.
b. Select the Country Master object.
c. On the Structure tab, click the Edit icon for the CNTRY_ID column. Modify the following attributes and click Save.
Column Attribute | Value |
Sequence Name | OD_SEQ_CNTRY |
Trigger Name | OD_TR_CNTRY |
Begin Value | 700 |
End Value | 999999999 |
12. Define the cleanser project:
a. On the Menu toolbar, click Define > Data Quality > Consolidation > Project Mapping.
b. In Filter by Project, select B2B Cleanser.
c. On the Command toolbar, click Edit Project.
d. Set Service Code and Server Name as the Trillium project to which it is deployed.
e. Click Save.
13. Define the matcher project:
a. On the Menu toolbar, click Define > Data Quality > Consolidation > Project Mapping.
b. In Filter by Project, select B2B Matcher.
c. On the command toolbar, click Edit Project.
d. Set Service Code and Server Name as the Trillium project to which it is deployed.
14. Define the staging area matching configuration for the matching project, B2B Matcher:
a. In Filter by Project, select the matching project, B2B Matcher.
b. On the Command toolbar, click Project-Object Mapping.
c. In Filter by Staging Object, select the object, Organization Staging Area.
d. On the Command toolbar, click Matching Configuration and set the matching threshold configurations as follows:
Matching Type | Weightage | Action |
Good Match | 90 | Select the match type. |
Suspect Match | 85 | Set as Create Gold. |
Window Key Operator | N/A | Choose the operator. |
Survivorship Type | N/A | Set as Default. |
e. Click Save.
15. Define the gold matching configuration for the matching project, B2B Matcher.
a. In Filter by Project, select the matching project, B2B Matcher.
b. On the Command toolbar, click Project-Object Mapping.
c. In Filter by Staging Object, select the object Organization Gold.
d. Click Matching Configuration and set the matching threshold configurations as follows:
Match Type | Weightage | Action |
Good Match | 90 | Select the match type. |
Suspect Match | 85 | Set as Create Gold. |
Window Key Operator | N/A | Choose the operator. |
Survivorship Type | N/A | Set as Default. |
e. Click Save.
16. Define the interchange mapping:
a. On the Menu toolbar, click Data Interchange > Configuration > Interchange Mapping.
b. Click the Edit icon corresponding to B2B template, Staging to Gold Interchange.
c. Set the Schema and Entity fields, if not automatically populated:
a. In Schema, select the staging schema corresponding to OD_STG_ORG.
b. In Entity, select physical table, OD_STG_ORG (Organization Staging Area).
c. Click Next.
d. Click Next.
e. Specify the mapping for source attribute TAX_ID_ISSUE_CNTRY_CD as follows:
Field | Description |
Destination Entity | Organization Gold |
Destination Attribute | DECODE - Primary Identifier Issue Country |
Description Attribute | ISO 3-character code |
Format | Set as the same format specified in Personalize > Preferences for EFF_DATE and EXP_DATE. You must specify the date format for any new date fields. |
f. Click Save.
17. Open the onedata.properties file and set the properties as follows:
onedata.dataquality.countrytranslation.tablename=OD_CNTRY
onedata.dataquality.countrytranslation.isocountrycodecolumn=ISO_CHAR_2_CD