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Foundations

MDM Enablement Request Page and Roles

Overview

This course will provide you with a perspective of how the application functions for an end user. You will learn the basics of a Request as well as how to process the Roles so that the data collected during the process posts to the target system.

Objectives

• Understand what the Request Page is.
• Identify the functionality and fields of the Request Page.
• Review the Request Role Page.
• Process Application Roles.

MDM Enablement Foundations

Overview

The Master Data Management (MDM) Foundations course is designed with the Business User and the non-technical MDM System Administrator in mind. From a Business User perspective, you will learn fundamental knowledge to create and submit requests, as well as how to perform tasks to create and change data in the workflow process.

From an Administrator perspective, you will learn how to create a new Business Process using existing components, including how to customize the task pages for the new process. You will also learn how to configure security. It鈥檚 important for the Business User to see the Administrator functionality so they understand the capability and can request relevant updates from the Administrator. There are hands-on exercises in a Learning Lab environment for each module.

This course is a prerequisite to the MDM Enablement Developer course.

Objectives

Upon completion of this course, you will be able to:

• Process a request to Create or Change master data, including working through Roles in the workflow, using Task pages, and Finishing a Role.
• Process requests to Extend a master data record to a new organizational unit or to a new business object, such as a bill of material or ship-to address.
• Learn the user experience options for data validation, governance, and automation while implementing a task.
• Learn how other Stewardship Tier components are used within the MDM solution, such as Common and Collect.
• Understand in more detail the configuration of the MDM building blocks, including role and scenario types.
• Configure Security by maintaining users and modifying Organizational Units.
• Update Scenario+Role+Task+Column (SRTC) settings to allow task pages to behave differently depending on the Scenario-Role-Task combination.
• Create a new Business Process and Scenario using existing MDM building blocks.

Recommended

The Stewardship Tier Foundations and MDM Essentials courses are prerequisites for this course. SQL skills are not required.

Developer

This comprehensive course is designed with the MDM Developer in mind.聽You will聽learn how to configure MDM for a new client, customizing the solution to meet specific client needs. The course begins by looking at how to revise existing processes, including enhancing a task page, adding data validation, adding conditional dependencies to the workflow, and revising security. Then, you will聽take a deeper dive into how to create new business processes, configure new security positions and roles, and how to vary how a page behaves depending on the Scenario-Role-Task combination, all done by implementing SRTC (Scenario+Role+Task+Column) functionality.

You鈥檒l also learn how to make a field required and create variants in SRTC. You鈥檒l learn additional governance options, including how to add a stored procedure to launch when a request is submitted, configure specific security by organizational units, and how to configure posting functionality.聽There are hands-on exercises in a Learning Lab environment throughout the course.聽Upon completion of the聽course聽you can take a comprehensive exam聽to receive聽an MDM Developer聽Certification.

Objectives

Upon completion of this class, participants will聽be able to:

• Modify the task page to enhance the user experience by adding column properties, such as labels, tabs, watermarks, and so on.
• Validate data using list and combo boxes, validation rules, and business rules.
• Configure the audit table to enhance the Review Role capability.
• Revise the workflow based on Conditional Dependencies.
• Create new business processes by configuring Tasks, Roles, Role Dependencies, Scenarios, and Business Processes.
• Configure security through MDM Security Positions.
• Configure聽Scenario+Role+Task+Column聽(SRTC) to Create a Reusable Process聽
• Incorporate data variants into the SRTC configuration to allow task pages to behave differently depending on the Scenario, Role, Task AND Data combination.
• Configure Default Rules, including DGE, content, and conditional defaults.
• Add Submit Events to insert data into the Task Table, either from the Request page, from聽dgSAP聽tables, or from a Default Page.
• Configure聽security by organizational unit, setting up configuration pages and configuring the Org Units in MDM.
• Configure Posting,聽so that the聽new or revised聽record is loaded into the target system (SAP), then a聽return value, such as Vendor聽Number,聽is updated in the Task Table, and finally聽dgSAP聽tables in Stewardship Tier聽can be updated聽with the record that was loaded into SAP.

Pre-Requisites

1. 罢丑别听惭顿惭听贵辞耻苍诲补迟颈辞苍蝉聽course is a聽prerequisite聽to this course.
2. 罢丑别听Framework Development聽course is also a prerequisite for聽MDM Developer.
3. Beginner or better聽SQL Server聽skills are also required.