Introduction

• About Data Relationship Management
• Task Group Descriptions
• Key User Experience Differences
• Logon
• Browse
• Query
• Compare
• Script
• Import
• Blend
• Export
• Audit
• Administer

Managing Versions

• Data Relationship Management Version Life Cycle
• Version Type and Status
• Creating Versions
• Copying Versions
• Saving Versions
• Contents iii
• Creating As-Of Versions
• Editing Version Properties
• Assigning Validations to Versions
• Unloading and Deleting Versions

Managing Hierarchies

• Creating Hierarchies
• Editing Hierarchy Properties
• Enabling and Disabling Node Types
• Opening Hierarchies
• Creating Hierarchy Groups
• Assigning Hierarchies to Hierarchy Groups
• Assigning Controlled Properties
• Assigning Controlled Node Access Groups
• Assigning Validations
• Deleting Hierarchies

Working with Nodes

• About Nodes
• Adding and Inserting Nodes
• ID Function
• Modeling a Node
• Moving and Ordering Nodes
• Relaxed Move Option
• Sorting Nodes
• Node Deletion Methods
• Merging Nodes
• Deleting Nodes
• Removing Nodes
• Annulling Nodes
• Inactivating Nodes
• Reactivating Nodes
• Assigning Validations
• Orphan Nodes
• Viewing Orphan Nodes
• Deleting Orphan Nodes
• Navigating in Tree View
• Finding Nodes
• Node Security
• Using Shared Nodes
• iv Contents
• Shared Node Properties
• Enabling Shared Nodes
• Adding and Inserting Shared Nodes
• Removing and Deleting Shared Nodes
• Renaming Shared Nodes
• Converting a Shared Node to a Primary Node
• Displaying Shared Nodes

Managing Properties

• Property Categories
• System Properties
• Stats Properties
• Property Value Scope and Origin
• Property Status
• Editing Property Values

Validating Data

• Validating Versions
• Validating Hierarchies
• Validating Nodes
• Navigating Validation Results
• Navigating Version and Hierarchy Results in Li
• st View
• Navigating Node Results in List View
• Navigating Node Results in Tree View
• Downloading Node Results
• Clearing Validation Results

Using Queries

• Query Types
• Creating Queries
• Navigating Query Results
• Navigating in List View
• Navigating in Tree View
• Downloading Query Results
• Managing Queries
• Opening Queries
• Copying Queries
• Deleting Queries

Comparing Hierarchies

• Compare Types
• Contents v
• Visual Compare
• Structure Compare
• Property Compare
• Rename Compare
• Creating Compares
• Navigating Compare Results
• Navigating in List View
• Navigating in Tree View
• Downloading Compare Results
• Managing Compares
• Opening Compares
• Copying Compares
• Deleting Compares

Working with Action Scripts

• Loading Action Scripts From Flat Files
• Downloading Action Script Results
• Required Action Script Parameters
• Loading Action Scripts From a Transaction Log
• Loading Action Scripts From a Node Model

Working with Imports

• Import Sections
• Creating Imports
• Running, Copying, and Deleting Imports

Blending Versions

• Creating Blenders
• Running, Copying, and Deleting Blenders

Working with Exports

• Creating Exports
• Creating Hierarchy Exports
• Creating Hierarchy XML Exports
• Creating Generation Exports
• Creating Compare Exports
• Creating Difference Exports
• Creating Version Exports
• Creating Property List Exports
• Creating Property Lookup Exports
• Creating Transaction Log Exports
• vi Contents
• Creating Merge Log Exports
• Creating Export Books
• Running, Copying, and Deleting Exports and Export Books

Working with Change Requests

Auditing Transaction and Request History

• Auditing Transaction History
• Data Actions in Transaction History
• Administrative Actions in Transaction History
• Auditing Requests

Using the Data Relationship Management Batch Client

• Securing the Batch Client
• Setting up Batch Client Credentials
• Running the Batch Client
• Dependencies
• Saving Versions in the Batch Client
• Command Line Syntax
• Configuration File Syntax
• Outputs and Result Codes