Tabs for an entry

The details of an entry (item, category, or a digital asset) are displayed across the following tabs.

You can access the single-edit page through Home > {collaboration step} > {multi-edit page} > {entry name} > {single-edit page}.

Following are the various tabs.
Tip: The tabs of the Single-edit page perform best when you have the optimal number of attributes. It is always advisable to set a realistic set of attributes per Tab. Higher number of attributes result in the UI taking a longer time to load and thus degrade the user experience. Based on the lab tests, the system performance remains unaffected for up to 1200 attributes per tab.

Attributes tab

 Catalog, Collaboration area, and Category 
Displays various configured attributes for an entry. The Attributes tab supports multi-line input.
Data survivorship attribute
  • You need to update the attribute values for a Data survivorship attribute from the Source tab. The Data survivorship attributes can be distinguished from the icon.
  • If there are duplicate values for a Data survivorship attribute, the final or winner value depends upon the Data survivorship rules that are defined on such attribute.
  • Hover on the to see the Source and Rule details that fetched this winner value.
  • The final value of the attribute is based on the Data survivorship rules that are defined on the attribute
Flag attribute Using a display_flag_attributes_as_dropdown_list property in the common.properties file, you can specify the Flag attribute as a drop-down list or a radio button. By default, the value of the property is True (drop down list).
Grouping attribute single occurrence The root accordion header has a Delete icon. The Plus icon is not displayed if the maximum occurrence is reached. Both the Delete and the Plus icons are hidden if the minimum and the maximum occurrence are set to 1.
Linked field This field has an editor that you can use to search entries based on any attribute of the selected catalog. For more information, see Linked editor.
Lookup table field You can use the Lookup table editor to search entries based on item name or ID in the selected Lookup table. For more information, see Lookup table editor.
Multi-occurrence attribute Root accordion header has an Add icon. The Clear and Delete icons are visible on hovering over every occurrence of the multi-occurring attribute.
Product Family feature The following icons are available for the following scenarios.
  • - Signifies that the values for this attribute field are inherited from the parent.
  • - Signifies that the values for this attribute field were overridden. You click this icon to inherit the values again from the parent.
Note:
  • A sequence attribute cannot be overridden because it cannot be edited once set.
  • Inherit and override values have higher precedence than preprocessing and post-processing values.
Relationship field This field has an editor that you can use to search entries based on any attribute of the selected catalog. For more information, see Relationship editor.
Rich text field Click icon to open Rich Text pop-up window. Specify the rich text, and click OK.
SDP Collaboration Area container Click icon to directly open the spec details from the single-edit page.
View linked item Click to open and view the linked item details. Click to return to the original item.
Note: Only linked attribute of type String supported.
View related item Click to open and view related item details. Click to return to the original item.

Audit history tab

Following are the various fields in this tab.
Step Field Description
1 View by period Select an appropriate time interval from the Period list. The valid values are:
  • Last 6 days
  • Last 6 weeks
  • Last 6 months
  • Last year
1 View by date range To specify a custom date range, click and specify the From and To fields.
Note: The value of the To field must be within a year of the selected value for the From field.
Field Description
Click to search a keyword in the Audit history details.
GAClick to export the Audit history details for the selected entry to a Microsoft Excel workbook.
Attribute subtab  History 
Displays a line graph that is populated with X-axis displaying the specified time interval and Y-axis displaying the count of attributes updated. Click any Count of attributes changed label in the graph to see more details in the History details section.
Note: Even if you change an attribute several times in the Attributes tab, the graph still counts only one instance.

 History details 

Displays a tabular display of the old and new value data for each item. You can drag column headers to create and organize the data through groups.
Date Displays the date when the attribute was modified.
Container Displays the name of the container to which the item belongs.
Attribute path Displays the attribute name/updated field.
Old value Displays the existing value.
New value Displays the updated value.
User Displays the name of the user who updated the attribute.
Category subtab
Date The date on which the category is mapped or removed for this item.
Hierarchy name Displays the name of the hierarchy to which the item belongs.
Path Displays the category name/updated field.
Action Displays whether the categories were mapped (added) or removed for this item.
User Displays the name of the user who updated the category.
Subscribing to the History manager Subscribe by updating the history_subscriptions.xml file at the install_dir/etc/default folder with the following tags.

<subscription object_type="ITEM">
    <subscription_levels>
      <log event_type="CREATE" history_level="DELTA"/>
      <log event_type="UPDATE" history_level="DELTA"/>
      <log event_type="DELETE" history_level="DELTA"/>
      <log event_type="MAPPING" history_level="DELTA"/>
    </subscription_levels>
  </subscription>
  <subscription object_type="CATEGORY">
    <subscription_levels>
      <log event_type="CREATE" history_level="DELTA"/>
      <log event_type="UPDATE" history_level="DELTA"/>
      <log event_type="DELETE" history_level="DELTA"/>
      <log event_type="MAPPING" history_level="DELTA"/>
      <log event_type="HIERARCHY" history_level="DELTA"/>
    </subscription_levels>
  </subscription>
Note: You can view the modified changes as a graph, but cannot edit any details.

Categories tab

 Catalog and Collaboration area 

Displays the list of entries belonging to a category.

To filter the category tree,
  1. Select a hierarchy in the Hierarchy list.
  2. Enter the appropriate keyword in the Search Category field, and click Search. To filter the empty categories (Categories that have no entries or subcategories), click Filter, and select Hide unpopulated categories.

Change review tab

 Collaboration area 
Displays attribute differences of the entries. The modified values for a particular attribute could be reverted if needed. You can also refresh an individual entry for an attribute.
Show changes only Click if you want to view attribute and categories differences of the entries only from the collaboration and the catalog area.
Attributes section
  • Date - Displays the date on which the attribute was last modified.
  • Attribute - Displays the attribute type.
  • Spec - Displays the spec name.
  • Original value - Displays the original value of the attribute.
  • Proposed value
    • - Indicates that a new value is added in the collaboration area and the catalog value is blank.
    • - Indicates that, there is no value in the collaboration area, but the catalog has value.
  • Step - Displays the step name in which the attribute has been modified.
  • Username - Displays the name of the user who modified the attribute.
  • - Click to revert the value in the Proposed value column by the value in the Original value column.
  • - Click to reset the recent changes before saving.
Categories section Displays the mapped category differences of the entries. The section has Original value, Proposed value, and Revert columns.
Note: The change review data is not applicable for the newly created entries in the collaboration area.

Comments tab

 Collaboration area 

Displays the comments, if any in conversational format, for a step. This conversational history is retained for an item across the workflow.

GA
You need to be either step performer or Admin of the collaboration area to use this feature.
  • To add a comment, enter the comment in the text field, and click . You can add a maximum of 500 characters in a comment.
    • To share the comment with all the entitled users (performers for this step) before posting, select the Share comment check box.

    The comment gets posted to the comment section with the following format.

    <step performer (user or role)> DD-MMM-YYYY HH:MM:SS <name of the step>

  • To make a comment private and visible only to you (the performer) and Admin of the collaboration area, click .

    Note: An Admin of the collaboration area can see comments that are added by all the users and can convert comment from private to public and reverse.
  • To make a comment public and be visible to all the performers for this step, click .
  • If you are a performer, and you try to click or for a comment posted by other performer you cannot do that, and you see icon.
Important: If you change the primary key for an item, all the data gets reset in the History and Comments tab for that specific item on a step. The data is restored if the value of the primary key gets reverted.

Completeness tab

 Category  GA

Displays the details for the Data completeness feature. This tab is displayed only if the catalog or a collaboration area have localized attributes or the item is attached to any channel.

The tab has the following 3 columns.
  • Channels

    Displays a list of configured channels. Click a channel to populate the next column.

    Click All to view missing attributes across all channels.

    • You need to add a completeness attribute in the catalog primary spec that stores the Completeness score.
    • Ensure that there is one Completeness_Core attribute for Core and a Completeness_<channel name> attribute for each <channel name>.

      Example

      A Completeness_Amazon with the following specifications; Type=Number, Precision=16, Minimum Occurrence=0, Hidden and Indexed.

    • Ensure that there is one Completeness_ALL attribute with the following specifications; Type=Number, Precision=16, Minimum Occurrence=0, Hidden and Indexed.
    • You do not need to add a Value rule script or create separate AC and mapping in the Lookup table.
    • If there is no core channel, but other channels are mapped, you can still see ALL completeness score and missing attributes.
  • Completeness by the locales for the "<channel name>" channel

    Displays a list of available locales. Click a locale to populate the next column.

  • <Count> missing attributes in the "<locale name>" locale

    Displays count and list of all the missing attributes for the selected locale. Click attribute name link to get redirected to the Attribute tab with highlighted missing attributes.

 Completeness report - All channels 

Click to export a list of all the missing attributes for an item across all channels as a Microsoft Excel workbook. This workbook contains the following details; entry Id, entry name, channel, and missing attributes.

 Completeness report - Catalog 

You can export a completeness report (Microsoft Excel workbook) at catalog level by using IBM MDMPIM Completeness Report. Re-import mdmce-env.zip file to fetch this report.
Important: For more than 1 Million missing attributes, the generated Microsoft Excel workbook will have 1 Million attributes per sheet. Thus, depending on the final count of missing attributes (in range of millions) and sheets, ensure optimal performance by modifying SCHEDULER_MEMORY_FLAG in the service_mem_settings.ini file to be a minimum of at least 4GB.
You need to specify the following for this report.
  • Catalog - Specify the name of the catalog.
  • Channel - Specify the name of the channel. You can specify multiple channel names with a Pipe (|), if needed.

    Example

    ALL|Core|Amazon Category

  • Category (optional) - Specify a complete category path in the following format.

    HierarchyName/CategoryPk

Important:
  • To view the missing attributes, the primary spec should have at least one locale that is listed under Data model manager > Spec console and Attribute collection > Primary > Spec properties > Locales.
  • If the missing attributes in the Completeness tab are of type Data survivorship, you need to save the item twice in the Attribute tab to view to final updated Completeness score.
Restriction: If a missing attribute is part of a group or a multi-occurrence group, you need to first add the occurrence of such attribute for seeing a pane displaying the list of missing attributes.

Digital assets tab

 Catalog and Collaboration area 
Linked assets Displays the list of linked assets. To edit, select an asset and click Edit. Enter the required details in the Metadata and Value fields, and click Add. To delete an existing metadata, select the metadata, and click Delete. Click Delink to unlink the selected asset.
Browse assets Displays the list of linked assets. To edit, select an asset and click Edit. Enter the required details in the Metadata and Value fields, and click Add. To delete an existing metadata, select the metadata, and click Delete. Click Delink to unlink the selected asset.
Search assets Displays the Category list. To link an asset to the specified category, select the asset, and click Link.
Upload local assets Enables uploading a local asset to the repository. To upload an asset, click and select the asset from your computer.
Note:
  • If a digital asset is checked-out (category) or unreserved (collaboration area), the Digital Asset tab opens only in read-only mode.
  • The Digital assets attribute is only supported as a normal attribute in the Primary Spec.
  • The Digital assets attribute does not support the following.
    • Grouping attributes
    • Localized attributes
    • Grouping Multi-occurrence attribute

Hierarchy tab

 Category 

Displays a list of secondary specs that are mapped to the category.

On the left, the Hierarchy field and Category section displays a selected hierarchy as the root level category. You can map categories to the selected hierarchy.

History tab

 Collaboration area 

Displays the details about the user-specific edits that are done to the entry. You can view the modified changes, but cannot edit any details.

Click to sort the columns or apply a filter. In the pop-up window, depending upon your requirement click (Ascending or Descending) or type a filter search criteria, and click Apply. You can drag column headers to group the details. To export the details as a Microsoft Excel workbook, click Export to Excel. Following are the various fields.

Date Displays the date when the entry was modified.
Step Displays the step in which the entry was modified.
Event Displays the name of the event in which the entry was modified.
Attribute path Displays the attribute name/updated field.
Old value Displays the existing value.
New value Displays the updated value.
User Displays the name of the user who updated the attribute.
Comments Displays the comments, if any for the update done.

Journey tab

GA

Displays the tabular representation of the journey of an item across collaboration areas.

To generate the journey details, proceed as follows.

Step Field Description
1 View by date range To specify a custom date range, click and specify the From and To fields.
Note: The specified range must be within maximum of 2 years.
1 View by period Select an appropriate time interval from the Period list. The valid values are:
  • Last 6 days
  • Last 6 weeks
  • Last 6 months
  • Last year
  • Last 2 Years
You can see the following details for each collaboration area the entry was processed through in a tabular format. This is a read-only view.
Field Description
Collaboration area header Displays the following for a collaboration area:
  • Collaboration area and workflow details - Hover over the icon to view the details.
  • Entry and Exit details of this item.
  • Journey duration, in days, of this item.
  • An icon if the entry is currently in one of the steps.
Each step that this entry passed through for a collaboration area.
All the users who performed any action on a particular step of a collaboration area.
Date and time details when this item entered and exited a particular step of a collaboration area.

If the item is still in a step, you see "Item is here" message instead of the item exit details.
Duration, in days, of this item in a particular step of a collaboration area.
Click to expand or collapse all the collaboration areas.
Click to sort the collaboration areas according to flow of the item from older to newer.
Important:
  • You get the "No data available" message, in following scenarios,
    • The item has not yet being checked out,
    • The Collaboration Area History has being cleaned by using the delete_old_versions.sh file,
    • There is no data available for the selected time period.
  • If the entry time for a collaboration area or step is not present in the database, then Entry/Exit and Duration details are not shown for that collaboration area or step.
  • A slight inconsistency between the Entry and Exit time details for a step exists due to the parallel execution of numbers of threads.

Linked items tab

 Catalog and Collaboration area 

Displays the entries that link to an entry by using link attributes.

You can view the following for the linked entry:
  • Catalog Name
  • Primary Key
  • Display Name

Relationships tab

Visualization section You can view a relationship diagram for the current entry that is generated by using the relationship type attribute.

Using relationshipsDisplayType property in the config.json file, you can toggle the display node between the Catalog name or the Relationship attribute name. If the value of the property is catalog, the page displays the Catalog name, and if it is attribute the page displays the Relationship attribute name.

Details section You can view the following details for the related entry (read-only view). Click an entry in the Primary key column to open in the single-edit page.
Catalog name Relationship attribute name
Primary key Primary key
Display name Display name
Catalog name Relationship attribute name

Source tab

 Item 
This tab provides the list of attributes on which the Data Survivorship rule has been defined. This tab is visible only if you have enabled the Data survivorship feature.
Source column Displays the name of the source from where an attribute value is getting fetched.
Value column Displays all the different values for an attribute and its source.
Click to add an entry. The Add entry pop-up window opens.
  1. Select an attribute from the Attribute list for this item.
  2. Select a source for this attribute from the Source list for this item.
    Important: You cannot specify a source that is exists in the Source tab.
  3. Click and the add values for this new entry.
  4. Click Add.
Click to edit an entry. The Edit entry pop-up window opens.
  • Click and to edit the values for this new entry, and click Save.
  • The Sibling attributes section displays a list of the siblings that this Data survivorship attribute has on the right.
Click to delete an entry. The Delete confirmation pop-up window opens. To delete the entry, click Yes.
Click to search for an entry. Enter the search keyword to filter the results of the Source tab window.
Click to collapse all the source and their values.
Click to expand all the source and their values.
Important: To clear invalid Data survivorship sources from this tab, you need to run Data Survivorship Source Deletion Report. For more information, see Deleting Data survivorship sources.
Note:
Data survivorship enabled attribute
If you clone any item that has such an attribute without any value in the Source tab, and click Save, the value of the Master attribute becomes empty.

Specs tab

 Category 
Displays a list of secondary specs that are mapped to the category.
Item specs or Secondary specs section
Select specs to map from the left section. You can search or click to select a spec. Click to add the specs.

Suspect Duplicate Processing tab

 Catalog and Collaboration area 

Displays the comparison between a new entry in an operational catalog against the master catalog. The tab is only visible if you have duplicates. For more information, see Performing Suspect Duplicate Processing.

Variants tab

Displays the 3 types of Variants that are configured for the Product Family feature. The subtabs display the count of items. Click a Base item to open the entry in the single-edit page. Click Go to Base to return to the Variants tab.

If there is a tabbed view for the Product Family catalog or Collaboration area, ensure that the Product Family Type attribute and Entry Reference attribute for each variant level are added to at least one tab-specific attribute collection. This is necessary to display the Variants tab, and badges that are displayed in the Product Family Type column, and to show inherited attributes in the Variants from the Base.
Table 1. Tasks of the Variants tab
Import Click to import or export the data from the active tab.
Note: This feature is enabled when you open this tab from the Data explorer page, and select a different hierarchy than the Product family Hierarchy.
Export
Refresh Click to refresh the tab.
Settings
Click Settings to open the Settings pop-up window.
  • To remove a column, clear the checkbox for the column.
  • To select all the columns, click Select all.
Parent Id Click a Parent Id link to open the parent item. This column is available for the SubVariant and SubVariant2 tabs.