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6.10.0-EE

Quick Start

  • How to Add Data to System
    • Creating Data Model
      • Via User Interface
      • Via XML
    • Adding Users
    • Adding New Data
      • Via User Interface
      • Via REST API
    • Data Search
      • Search for Certain Record
      • Search for Several Records by Criteria
    • Data Processing
      • Editing Record
      • Deleting Record
      • Comparing Records
      • Merging Duplicates
    • Data Classification
  • How to Check Data
    • Creating Quality Rules
      • Simple Mode
      • Advanced Mode
      • Displaying Data quality Errors
    • Creating Your Own Data Processing Function
    • Workflow Setup
    • Running Workflow
    • Workflow Lifecycle
    • Workflow Example: Creating New Request
      • Creating Workflow Manually
      • Editing Workflow
        • Also See:
    • Search for Task
      • Task Search
      • Task Processing
    • Configuring Matching Rules
      • Steps to Configure Rules
    • Duplicate Records View
      • Configuring Duplicate Search Mechanisms
        • Configuring with Data Reindexing Operation
        • Configuring with Pipelines
  • How to Configure & Maintain System
    • Creating Data Reindexing Operation
      • Additional Actions with the Operations
    • Configuring System Parameters
    • Configuring Pipelines
      • Reindexing Relations
      • Data Matching While Saving Record Changes
      • Publishing Record Draft According to Workflows
    • Audit of User Actions

About System

  • System Overview
    • About System
      • Main System Functions
    • License
      • License Update
      • License Limits
    • Logging In
      • First Login
      • Changing Current Password
      • Login Blocking
      • Login Error
      • Password Reset
      • Ending Session
      • Changing Language
    • Account Settings
      • Account Parameters
      • Changing Password
      • Substitutions
    • Guest Access
    • Modular Architecture
      • List of Modules
      • Frontend Modules Usage
    • Notifications
      • System Messages and Tooltips
    • Main UI Elements
      • Navigation Panel
      • Workspace
    • Goals of Different User Groups
      • Data Steward
      • Data Administrator
      • System Administrator
    • Browser Hotkeys
      • All Supported Browsers
      • Chrome
      • Mozilla Firefox, Opera
      • Internet Explorer
      • Windows Hotkeys
  • Universe MDM Theory
    • Concept of Draft Mode
      • Draft entry
      • Draft data model
      • Publishing a draft
    • Security Model Overview
      • Basic Terms of Security Model
      • Concept of Working with Security Model
    • How Search of Records Works
      • Search Mechanism
      • Fuzzy Search
        • Example
      • Morphological Search
      • Indexing Mechanism
        • Usage Guideline
    • How Inexact Duplicate Search Works
      • General Info
      • Search Steps
      • Inexact Search Setup
    • Workflow Concept
      • General Info
      • Modeling Workflow
      • Example of Usage
    • Implementation of BPMN through Camunda
      • Modelling
      • Working with processes
    • Quality Rules Concept
      • Data Processing Functions
      • Quality Rule Modes
    • How Quality Rules Work
      • Example of Usage
    • Data Model Concept
    • Searching Duplicates Concept
      • Example of Usage
    • How transliteration works
    • Work on Projects
      • General Steps
      • Quality Rules
      • Workflows
    • Basic Terms
  • Release Notes
    • Important Changes
      • 6.10 Version
        • 1. Notifications module org.universe.mdm.notifications
      • 6.9 Version
        • 1. Deprecated version of REST API
        • 2. Migration from Elasticsearch to OpenSearch
        • 3. Authentication Checks by Username and IP Address
        • 4. Updating User Rights Without Logging Out
        • 5. Additional Audit Events
        • 6. Updating Excel Template for Records Import/Export
    • New Features
      • 6.10 Version
        • Universe SE
        • Universe ЕE
      • 6.9 Version
        • Universe SE
        • Universe EE
    • Changelog
      • Standard Edition
        • Frontend SDK
        • Matching Duplicates by Relations
        • Search for Tasks by "Initiator" Criterion
        • Customizing the Display of Incoming Relations in Record Card
        • SmartETL Message Sending Pipeline
        • REST for Duplicates Check
        • Transliteration Support in Search
        • Tool for Detaching Records (unmerge)
        • Security Resource for Custom Batch Operations
        • SE/EE. Displaying Instances of Complex Attributes
        • SE/EE Ability to Attach Multiple Files
        • Notification module org.universe.mdm.notifications
      • Enterprise Edition
        • Module com.unidata.mdm.rest.v1.classifiers
        • Displaying Classification Data in Search Results
    • Distribution Checksums
      • Release 6.9.1
        • Enterprise Edition (EE)
        • Standard Edition (SE)
      • Release 6.9
        • Enterprise Edition (EE)
        • Standard Edition (SE)
    • Fixes and improvements
      • Release 6.9.2
      • Release 6.9.1

Data Steward

  • Getting Started with "Main" Section
  • Record Search
    • Working with Search
      • Record Search
    • System Search Criteria
      • Selecting Сriteria
      • Actual for Period of Time
      • "Created at" and "Updated at"
      • Active/Inactive Records
      • Records From Source Systems
      • Search Through Record Drafts
      • Search for Favorites
    • Attribute Values Criteria
    • Relations Search Criteria
    • Data Quality Criteria
      • Records With Errors Only
      • Records With No Errors Only
    • Classified Records Criteria
    • Search Results Table
      • Selecting & Sorting Records
      • Search Table Configs
      • Displaying Hierarchical Reference Sets
    • Saving Frequent Search Queries
      • Saving Query
      • Deleting Query
    • Extended Search
      • Search for directory entries
      • Search for relations
      • Classification search
    • Favorite Records
      • Adding Record to Favorites
      • Viewing Favorite Records
  • Operations with Single Records
    • Creating Record
      • Concept of Record Card
      • Creating New Record
      • Configuring Parent Node of Hierarchical Reference Ret
    • Creating Relations
      • Deleting Relation
    • Relation Graph
    • Editing, Deleting & Restoring Record
      • Editing Record
      • Deleting Record
      • Restoring Record
    • Comparing Records
      • Comparing Records in "Data" Section
      • Comparing in Record Card
    • Comparing Record Draft With Published Version
    • Cloning Record
    • Record History
      • Viewing Record History
      • Comparing Record States
    • Consolidation History
      • Viewing Consolidation History
      • Comparing consolidation States
      • Detaching records
    • Checking the draft for duplicates
    • Record Quality Errors
      • Processing Error
  • Batch Operations with Records
    • Batch Operation of Deleting Records
    • Batch Operation of Record Modification
      • Array-Attribute Modification Strategies
      • Relations Modification Strategies
      • Classifications Modification Strategies
    • Batch Operation of Exporting Records to Excel
    • Data Import from Excel
    • Description of XLSX File Format
      • General Info
        • Features of Import
      • Main Entity / Reference Set Sheet
      • List of Complex Attributes
      • List of Relations
      • List of Classification
      • Additional Info
  • Work with Tasks
    • Searching Tasks
      • Tasks Available to Current User
    • Assigning Tasks
      • Assigning to Current User
      • Assigning to Another User
    • Processing Tasks
      • Approving Task
      • Denying Task
    • Run Process Manually
    • Viewing Process
    • Task Search Criteria
      • ID (Identifier)
      • Title
      • Created Date
      • Completed Date
      • Process Display Name
      • Assignee
      • Available to users
      • Available to Roles
      • Object ID
      • Namespace
  • Work with Duplicates
    • General Info
      • Viewing Duplicates in Record Card
    • Duplicates Search
    • Comparing & Merging Duplicates
      • Viewing Cluster Content
      • Comparing Duplicates
      • Merging Duplicates
      • Scheme for Automatic Detection of Winning Record

Data Administrator

  • Data Model
    • Creating Entity/reference set
      • Creating New Entity / Reference Set
      • Creating Hierarchical Reference Set
      • Cloning Data Model Objects
      • Deleting Data Model Objects
      • Grouping Data Model Objects
    • "Settings" Tab
      • Advanced Settings
        • "Hierarchical" parameter
        • "Limits of Validity Periods" parameter
      • Generating External Key
    • "Attributes" Tab
      • General Information
        • Entity Attribute Types
        • reference set Attribute Types
      • Morphology-Based Search Setup
      • Entering Data by Mask
      • Creating Simple/Array Attributes
        • Creating Simple Attribute
        • Creating Array Attribute
      • Creating Complex Attribute
        • Creating Attribute
        • Usage for Having Instance Identifier of Complex Attribute
        • Linking Instances of Complex Attribute to User Objects During Integration
      • Creating Code Attribute
        • Features of Code Attributes
      • Editing, Copying & Deleting Attributes
      • Attribute Types
        • Additional Fields
        • Filtration and Value Insertion Settings
    • "Relations" Tab
      • Creating Relation
    • "Consolidation" Tab
    • "Layout" Tab
      • Attribute Group Setup
      • All Groups Setup
      • Individual Attribute Setup
    • "Classification" Tab
    • Creating Nested Object
      • Creating New Object
      • Copying Object
      • Deleting Object
      • Main Features
    • Data Model Properties
    • Comparing Data Model Versions
      • Comparing Previously Published Versions
      • Comparing Draft and Last Published Version
  • Data Model Components
    • Source Systems
      • Creating Source System
      • Editing Source System
      • Deleting Source System
    • Units of Measurement
      • Using Units of Measurement
      • Creating Units
      • Editing Units
      • Deleting Units
    • Enumerations
      • Creating Enumerations
      • Editing Enumerations
      • Deleting Enumerations
    • Data Model Import/Export
      • Model Import
      • Model Export
      • Import/Export Features
  • Matching Mechanisms
    • Creating Matching Mechanisms
      • Configuring Matching Rules
      • Launching Matching Rules
    • Matching Tables
      • Creating Table
      • Deleting Table
    • Matching Rules
      • Creating Rule
      • Deleting Rule
    • Matching Rule Sets
      • Creating Set
      • Deleting Set
    • Assigning Matching Rules
      • Rules Assignment
      • Deleting Assignment
    • Comparing Matching Model Versions
      • Comparing Previously Published Versions
      • Comparing Draft and Last Published Version
  • Quality Rules
    • Simple Mode of Creating Rules
      • Simple Mode of Creating Rules
        • Creating Quality Rules
        • Displaying Data Quality Errors
        • Changing Order of Rule Sets Execution
        • Editing Quality Rule
        • Deleting Quality Rule
      • Validation Rules Creation Wizard
      • Enrichment Rules Creation Wizard
    • Advanced Mode of Creating Rules
      • Advanced Mode of Creating Rules
        • Creating Quality Rule
        • Cloning Quality Rule
        • Editing Quality Rule
        • Deleting Quality Rule
        • Displaying Data Quality Errors
      • Quality Rule Sets
        • Creating Set
        • Editing Set
        • Deleting Set
        • Upath Expressions
      • Assigning Quality Rules
        • Creating Assignment
        • Editing Assignment
        • Deleting Assignment
      • Execution Phases
        • How Execution Phases Work
        • Adding Phase
      • Quality Categories
        • General Info
        • Creating Category
        • Deleting Category
    • Data Processing Functions
      • Composite Functions
        • Creating Function
        • Working with Function Editor
        • Cloning Function
        • Example of Composite Function Creation
      • Adding Custom Function
      • Test Run & Function Groups Setup
        • Test Run
        • Function Group Setup
      • Function Processing Modes
        • GLOBAL Processing Mode
        • LOCAL Processing Mode
    • Comparing Quality Model Versions
      • Comparing Previously Published Versions
      • Comparing Draft and Last Published Version
    • Switching Modes
  • Workflows
    • Creating Workflow
      • Creating New Process
        • Standard Edition Limitations
      • Indexed Variables
        • Creating and Adding Variables
      • Assigning Workflows
    • Diagram Editor
      • Сreating Diagram
      • Configuring Workflow Step
    • Settings Panel
      • General Settings
      • Advanced Settings
        • "User Task" General Settings
        • "User Task" Advanced Settings
        • "Service Task" General Settings
        • "Service Task" Advanced Settings
    • Event Executors
      • Adding Event Executor
    • Comparing Workflow Model Versions
      • Comparing Previously Published Versions
      • Comparing Draft and Last Published Version
    • Example of Workflow for Approving Changes
      • Preparing Workflow
  • Classifiers
    • Work with Classifiers
      • Creating Classifier
        • Assigning Classifier
        • Deleting Classifier
      • Classifier Versions
        • Adding Classifier Version
        • Editing Classifier Version
        • Deleting Classifier Version
      • Classifier Nodes
        • Creating Classifier Node
        • Moving Classifier Node
        • Deleting Classifier Node
      • Classifier Import / Export
        • Classifier Export
        • Classifier Import
        • Description of Xml Format

System Administrator

  • Users
    • Creating/Editing User Accounts
      • Creating Account
      • Editing Account
    • User Account Properties
    • Assigning Labels to User Accounts
    • Additional Parameters of User Accounts
      • Creating Parameter
      • Editing Parameter
      • Deleting Parameter
    • User Substitution
      • Creating Substitution
      • Editing Substitution
      • Deleting Substitution
  • Roles
    • Creating/Deleting Roles
      • Creating Role
      • Editing Role
      • Deleting Role
    • System Rights
      • System
      • Data Model
      • Data
      • Classifiers
      • Security
      • Workflow
      • Record Management
    • Assigning Labels to Roles
    • Additional Parameters of Roles
      • Creating Parameter
      • Editing Parameter
      • Deleting Parameter
    • Configuring Role for Guest Access
  • Security Labels
    • General Info
      • Restricting Access with Labels
      • Assigning Securiry Labels
    • Security Labels Setup
      • Creating Label
      • Editing Label
      • Deleting Label
      • Security Label Properties
  • Operations
    • Creating / Editing Operations
      • Creating Operation
      • Editing Operation
      • Deleting Operation
      • Cloning Operation
      • Sorting Operations
      • Using Tags
    • Additional Actions with Operations
      • Operation Launch
      • Import/Export of Operations
    • Operation Parameters
      • Data Reindexing Operation (reindexDataJob)
        • Operation Parameters
        • Error Log
        • "Block Size" (blockSize) Parameter Description
      • Data Matching Operation (matchingJob)
        • Operation Parameters
        • Applying Operation
        • Comparing with ReindexDataJob
      • Data Migration from MDM 5.x to 6.x (migrateDataJob)
        • Operation Parameters
        • "Block Size" (blockSize) Parameter Description
      • Data Reapplying Operation (reapplyDataJob)
        • Operation Parameters
        • Connection with Pipelines
        • "Block Size" (blockSize) Parameter Description
      • Data Consolidation Operation (duplicateJob)
        • Operation Parameters
      • Audit Export Operation (exportAuditJobName)
        • Operation Parameters
      • Data Exporting Operation (exportDataJob)
        • Operation Parameters
    • Data Mapping
      • Data Export Mapping
  • Audit Logs
    • Navigation Bar
    • Column Setup
    • Sorting Log
    • Exporting Log Data
  • Libraries
    • Adding New Library
    • Libraries List Setup
    • Default Libraries
  • System Parameters
    • Description of System Parameters
      • License Settings
      • Guest Mode Configuration
      • Classifiers
      • Security Settings
      • System Settings
      • Parameters for 'core' Module System Operations
      • E-mail Settings
      • Password Storage Settings
      • File Upload Settings
      • Service Tasks of Draft Module
      • Data Storage Settings
      • Indices
      • Data Indexing Settings
      • Data Model Indexing Settings
      • Cache Settings
      • Operation Options
      • Audit Settings
      • Audit Records Lifetime Policy
      • Executing Asynchronous Tasks
      • Messaging Subsystem Settings
      • General Search Settings
      • Export Audit Job
      • Fuzzy Search Settings
      • Scoring Settings For Search
      • Data Matching Settings
      • Validity Period Settings
      • Workflow Settings
      • Importing Data from Queues
      • ETL.registry of Record Processing
      • ETL. Notifications Setup
      • General Matching Settings
    • Available Actions with Parameters
      • Editing Parameters
      • Background Operations
      • Import/Export of Parameters
    • Password Settings
      • Clearing Unused Passwords
      • Authentication Checks by Username and IP Address
        • Known Problems
  • Pipelines
    • General Info
      • Creating Pipeline
      • Editing Pipeline
      • Searching for Pipeline Segments
      • Segments Types
    • DQ Execution Phase Setup
      • General Info
      • Pipeline Configuration
    • Pipeline Examples
      • Creating/Updating Relations Pipeline
        • Main Pipeline to Create/Update Relations
      • Data Matching Pipelines
        • When Saving Record Changes
        • When Deleting Record
        • When Forming Clusters of Requested Record
        • When Batch Saving Record Changes
        • When Batch Deleting Records
      • Data Quality Pipelines
        • Quality Rules Execution
        • When Saving Record Changes
        • Forming Quality Rule Errors for Records
      • Record Draft Publishing Pipeline
        • Standard Draft Publication Flow
        • Publishing According to Assigned Workflows
  • Integration with Active Directory
    • Common
    • Creating LDAP Connection in Universe MDM
    • Saving Attribute Data from AD
    • Authorization via AD
    • Synchronization with AD
  • User Groups
    • Creating Group
    • Editing Group
    • Deleting Group

Integrator's Guide

  • System Installation
    • System Installation with Docker
      • Preparing for Installation
      • Installing with Docker
      • Custom Installation with Docker Compose
        • Description of.env File
    • Docker by downloading images from file
      • Preparation
      • Installation
      • Required configuration files
    • System Installation Without Internet on Ubuntu
      • Installing Using Bash Script
        • Before Running Script
        • Running Script
        • Installing Midnight Commander (Optional)
        • Installing Vim (Optional)
        • Installing Opensearch
        • Installing PostgreSQL 12
        • Installing OpenJDK
        • Installing Tomcat
        • Installing Universe App
      • Security Configuration
        • Generating Certificates
        • Opensearch Configuration
        • Universe MDM Configuration
    • System Installation With Internet Access on Ubuntu
      • Installing Opensearch
      • Installing PostgreSQL
      • Installing OpenJDK
      • Installing Tomcat
      • Installing Universe App
    • System Installation Without Internet on Astra Linux
      • JAVA installation
      • Installing Opensearch
        • Installing dictionaries
        • Installing the plugin
        • Opensearch Configuration
        • Configuring an Opensearch cluster
        • Opensearch RAM consumption settings
      • Configuring SSL Opensearch
        • Opensearch.yml file configuration (SSL)
        • Creating a key store for use in an application when connecting to Opensearch (SSL)
      • Launching Opensearch
        • Opensearch startup check
        • Change login/password to access Opensearch
      • Installing PostgreSQL 12
      • Installing Tomcat
      • Installing the Universe app
        • Starting the installation
        • Customizing the application
        • Configuring an application to connect to Opensearch via SSL
        • Cluster application customization
        • Launching the application
    • System Installation With Internet Access on Astra Linux
      • JAVA Installation
      • Installing Opensearch
      • PostgreSQL Installation
        • Customizing PostgreSQL
        • Configuring postgresql.conf and pg_hba.conf
      • Installing Tomcat
      • Installing Universe App
    • Distribution files and checksums
      • Distribution Files
        • Frontend Files
        • Backend Files
      • Checksums
  • System Update
    • System Update with Docker
      • Updating System with Internet Access
        • Pre-conditions
      • System Update
        • Migrating to Opensearch with Data Loss
        • Migrating to OpenSearch with Saving Data
    • Manual System Update
      • Migrating to Opensearch manually
        • Migrating with Data Loss
        • Migrating with Saving Data
      • Preparing for Update
        • Components Backup
        • Restoring Backups
      • System Update
        • PostgreSQL
        • Application and Configuration Files
        • Apache Tomcat
        • Search Index
    • Recommendations for Working with Database
    • Recommendations for Working with Date Formats
      • General Info
      • Migration from 5.x to 6.x
    • Configuring Redirection from http to https in Tomcat
  • Configuring the system
    • Configuration & Logging
      • Configuration Location in Docker
      • Backend Configuration
      • Frontend Configuration
      • Logs
    • Authentication via SSO
      • Общие сведения
      • Механизм аутентификации
      • Настройка окружения
        • Имена хостов
        • Наличие соединения
        • Синхронизация времени
        • Брандмауэры
        • Настройка Windows Domain Controller with KDC
        • Настройка Windows клиентов
        • Настройка Universe web app
        • Поиск неисправностей
      • Пример реализации Kerberos SSO модуля
        • Примеры конфигурации
    • Enabling & Configuring Email Notification
      • Yandex Mail Setup
      • Google Mail Setup
    • Online Documentation Settings
      • General Info
      • Install Online-help to Your Server
        • Installation on Nginx
        • Installation with Docker
        • Contents of Main Configuration Files
      • Changing Host for Integration with Product
      • Enabling/Disabling Integration
  • System requirements
    • Operating system
    • Browsers

Developer's Guide

  • System Customization
    • Frontend. User Exits
      • General information
      • Dynamic loading of User Exits
      • Create your own User Exits
    • Record card
      • New Drop-Down Menu Item
      • New Record Card Tab
      • Adding Сontent on Right Sidebar
      • Displaying Attribute in Record Card
        • Displaying Custom Attribute in Record Card
        • Displaying Complex Attribute Section
        • Displaying Element Before Attribute
      • Displaying Tag in Header
      • Method Called After Publication
      • Method Called After Publication with Error
      • Adding Additional Store
      • Cloning Record
    • Configuring the Search Results Table
      • Adding a search criterion (asynchronous)
      • Adding a search criterion
      • Displaying the search criteria in the search bar
      • Registering a class to form part of a search query (a separate point in rendering)
      • Search Term Factory
    • Home Page Widgets
    • Batch Operations with Records
      • Types for Batch Operations
      • Batch Operation of Deleting Records
      • Batch Record Modification Operation
      • Batch Operation Without Server Involvement
      • Extension of Record Batch Modification
    • Customization of personal account
      • Add a new tab
      • Add a new settings panel
    • Hotkeys
    • Replacing the logo, background and favicon
      • Replacing the logo
      • Replacing the favicon
      • Replacing the background
  • Customization of business logic
    • Custom System Modules
      • Realization of Custom System Modules
        • Methods Used by Modules
        • Adding Custom Modules
      • Description of Modular Infrastructure
        • Technical Infrastructure
        • Module Management
        • Modules Interaction
        • Module Description
        • Module Format
      • Configuration Variables in System
      • Type Naming Rules
    • Modules and Examples of Work with API
      • Module org.unidata.mdm.bulk.core
        • General Info
        • Classes and Interfaces of Module
        • Services
        • Classes and Interfaces Required for Implementation
      • Module org.unidata.mdm.rest.v2.draft
        • General Info
        • Classes and Interfaces of Module
        • REST services
        • Swagger UI
      • Module org.universe.mdm.marks
        • General Info
    • Third-party Methods of Generating ExternalId
    • Custom Cleanse Functions
      • How to mark attributes with an error during validation
        • The result of the validation function
        • An attribute mark with an error
  • Working with REST API
    • Enter to Swagger UI
    • Using REST API
      • How to Work with Universe MDM REST API
      • Data Types Description
        • Model of Entities / reference sets
        • Units of Measurement
        • Enumerations
        • Source Systems
      • Changes in org.unidata.mdm.rest.system.ro.RightRO
    • Authorization
    • Registries and directories
      • Creating a draft data model
    • Creating a registry
    • Getting a registry
    • Getting a list of registries/directories
    • Creating a directory
    • Getting a draft of the data model
    • Publishing a draft
    • Registry Entries
      • Creating a draft for a new registry entry
    • Saving a new registry entry to a draft
    • Getting a draft registry entry
    • Publishing a draft registry entry
    • Getting a published registry entry by etalonId
    • Creating a draft to modify a registry entry
    • Getting the version of a registry entry from a draft
    • Saving a modified registry entry to a draft
    • Publishing a draft with a modified registry entry
    • Deleting a registry entry
    • Getting a logically deleted record
    • Inserting entries into the directory
      • Creating a draft for a new directory entry
    • Creating a directory entry in a draft
    • Publishing a draft of a new directory entry
    • Changing a directory entry
      • Getting a directory entry by etalonId
    • Creating a draft of a directory entry to change
    • Saving a modified directory entry in a draft
    • Publishing a draft of the modified directory entry
    • Deleting a directory entry
      • Creating and deleting entries without a draft
      • Deleting a draft
      • Getting Record periods
  • Structure of .xml data model
    • Data Types Description
      • Data Types Description
        • Model of Entities / reference sets
        • Units of Measurement
        • Enumerations
        • Source Systems
    • Data Structure
      • Part “entities”
        • Part “lookups” (Reference sets)
        • Part “nesteds”
        • Part “entitiesGroup”
        • Part “relations”
    • Data Quality Model
      • Functions
      • Functions Groups
      • Quality Rules
      • Rule Sets
      • Assignments
    • Matching Model
      • Algorithms
      • Matching Tables
      • Matching Rules
      • Rule Sets
      • Assignments
Universe Data
  • »
  • How to Add Data to System »
  • Data Search

Data Search¶

Records are searched across all available records in the system and can be narrowed down through the use of search tools:

  • Search by keyword (specific value);

  • Search using different criteria.

Also see the article on how search works.

Before you start:

  • Create a data model.

  • Add the data to be searched to the system.

Search for Certain Record¶

  1. In the Data section, in the ":ref: Search <searchwork> field, enter the keyword that will be searched for. For example, the name of the part (Figure 1).

  2. To refine your search, add the attribute criteria and enter the attribute value. For example, manufacturer.

  3. For a closer search, specify one or more system criteria and enter a value. For example, creation/modification date.

  4. Click the "Search" button. The search results will be displayed in a table.

Search for Several Records by Criteria¶

  1. In the "Data" section, in the ":ref: Search <searchwork>" field, enter an approximate or incomplete keyword to narrow the search range.

  2. Add attribute search criteria and enter the attribute values of the records, thereby filtering the list of results. For example, records with incomplete "Contacts" attributes.

  3. Add system criteria, thus further filtering the results. For example, only existing records or records which were created on a certain day.

  4. Click the "Search" button. The search results will be displayed in a table.

Several criteria can be used for a more accurate search. Keep in mind that some criteria might not work together.

Entering search query

Figure 1. Entering search query

Selecting search criteria

Figure 2. Selecting search criteria

Selecting search criteria

Figure 3. Selecting search criteria

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Versions
MDM 6.10 EE