Information Management IBM InfoSphere Master Data Management, Version 11.3

Adding a category to a category hierarchy

You can add a category to a category hierarchy by editing the category hierarchy.

About this task

To add a category to an existing category hierarchy:

Procedure

  1. Click Search Category Hierarchy .
  2. Choose the search filter you want to use:
    • All – Returns all category hierarchies, both active and inactive. This is the default value.
    • Active – Returns only active category hierarchies
    • Inactive – Returns only inactive category hierarchies
  3. Enter the category hierarchy name in the Hierarchy Name field.

    Perform an exact search by entering the complete name, or enter part of the name using a wildcard character (%) or a look-a-like character (?).

  4. Click Submit.
  5. Click the name of the hierarchy in the search results list.
  6. Click Add Category.
  7. Specify a name for the category in the Category Name field.
  8. Specify a code for the category in the Category Code field.
  9. Specify a description for the category in the Category Description field.
  10. Enable the Is Leaf Node check box, if you want the category to be a leaf node.
  11. Enable the Is Categorizable check box, if you want the category to be categorizable.
  12. Specify a date in the Start Date field.
  13. Specify a date in the End Date field.
  14. If you want to add a category relationship to this category, click Add New Relationship. Otherwise, proceed to step 21

    You can add one or more parent or child relationship to a category. When you add a relationship to a category, the parent or child category must already be a part of the category hierarchy.

  15. Select whether the category you are working with is the parent or child in the relationship.
  16. Click Search Category to perform a search within the hierarchy.
  17. Select a hierarchy from the search result list.
  18. Click Submit.
  19. Specify a date in the Start Date field.
  20. Specify a date in the End Date field.
  21. Click Submit.
  22. Click OK.


Last updated: 27 June 2014