Configuring SDP in custom workflows

GA

Context

Before IBM Product Master Version 14.0 release, SDP was limited to the default workflow created through the SDP script (scriptingSandboxDataModelImpl). With this release, you can now configure SDP on any existing workflow, as well as can create new workflows.

You can also configure SDP workflows with existing collaboration areas or create new collaboration areas. Collaboration areas now support both Master Catalog or Operational Catalog as the source container. Also in earlier releases, only the Operational Catalog was supported.

The flexibility of using either Master Catalog or Operational Catalog in the collaboration area offers more customization options for different business needs.

Procedure

Proceed as follow to configure SDP in custom workflows (New or existing).
  1. Create a workflow (or Modify an existing workflow).
    1. Navigate to Design manager > Workflows.
    2. Create a new workflow, click Create workflow. To edit an existing workflow, click <workflow name> link.
    3. Add steps as your requirements. For more information, see Editing or creating a workflow.
    4. Add SDP step where you want in the workflow.
  2. Configure the automated step (AutoSDP).
    1. Add an automated step named AutoSDPto the workflow. This step triggers the SDP process.
    2. Attach the ScriptAutoMatchItem to the AutoSDP step. This script handles the matching logic for the SDP process.
      //script_execution_mode=java_api="japi://com.ibm.mdm.extensions.sdp.scripts.ScriptAutoMatchItem.class"
    3. In the AutoSDP step, set the following Two exit values.
      • MATCH: This value directs the flow to the SDP step.
      • DONE: This value ends the workflow or moves to the next step after the SDP step.
      Step after SDP step can be Success step (like the default workflow) or there can be any number of steps after SDP step
  3. Create and configure the SDP Step.
    1. Add a normal step named SDP step to the workflow. This step is where the actual sourcing and suspect data processing takes place.
    2. Attach {CatalogName}SDP Attribute Collections to every step in the workflow. The attribute collections should be added in an editable mode to ensure that the appropriate data can be captured and processed throughout the workflow.
  4. Configure a collaboration area for the workflow.
    1. Create or choose an existing collaboration area to associate with the workflow.
    2. Specify the source container (either Master Catalog or Operational Catalog) that should be used in the collaboration area. Ensure that the selected source container matches the required catalog type.
  5. Map workflow steps in the SDP Workflow Step Mapping Lookup Table.
    1. Navigate to Design manager > Lookup tables > SDP Workflow Step Mapping Lookup Table.
    2. Add the following values to the Lookup table.
      • In the Key column, add the name of the workflow being used.
      • In the Value column, add the corresponding SDP step name that should be associated with that workflow.

      Example

      Key - CustomWorkflow
      Value - SDP Step 1

    3. Ensure that all required workflow and SDP step mappings are correctly entered in the table, and click Save.
    4. After you add the entries, test the workflow to ensure that the correct SDP steps are being triggered based on the configured mapping in the lookup table.
Important:
  • Since SDP can be provisioned on the master catalog, you can checkout items from the master catalog to the collaboration area to SDP step. Though you can view the suspected duplicates in the Suspect Duplicate Processing tab, you cannot perform any match or no match action.
  • If you want to change any data in the Suspect Duplicate Processing tab, click primary key to navigate to the item.