Relevancy Attributes

Central Relevancy identifies the attributes that determine if the object type record is relevant for the migration. Central Relevancy is the setup and maintenance of the fields that produce relevancy for Master Data objects like Customer, Vendor, or Material Master. In these core Master Data objects are multiple relevancy checks, and these checks must be determined prior to building each object.

In some cases, the relevancy check is against a different object's relevancy. The Central Relevancy datasets are run against these relevancy fields to determine if the record is relevant for conversion and loading to the target system. The Central Relevancy fields are stored within a Release, and they are configured on the Relevancy page.

Prerequisites to Using Relevancy Attributes

Before Relevancy attributes can be used in a conversion of master data, the Project Setup must be completed and have an active Release. All Relevancy attributes are assigned values in a Release. Refer to Creating and Maintaining Releases and Release-Level Relevancy Attributes for more information.

Users & Roles for Relevancy Attributes

The Administrator and the Project Manager roles can view, add, update and delete the Relevancy attributes in Administration on the Relevancy page (Administer > Advanced > Relevancy Attributes).

Developers can view the Relevancy attributes in Administration on the Relevancy page (Administer > Advanced > Relevancy Attributes).

Administrators and Project Managers can view, add, update and delete the Relevancy attributes in the Project Setup section on the Release page (Migrate > Project Setup > Releases > Edit Release > Relevancy Attributes tab).

View the Relevancy Attributes Configuration

To view the Relevancy attributes configuration, select Administer > Advanced > Relevancy Attributes from the Migrate menu.

The Relevancy page displays the following column headers:

Add a Relevancy Attribute

To add a relevancy attribute:

1. Select Administer > Advanced > Relevancy Attributes from the Migrate menu.

2. Click the Add icon.

   Note

   This action opens a modal and sets the Index field to the next incremental level by 10.

3. Enter a name for the Relevancy attribute in the Name field.

4. Enter a short description of the Relevancy attribute in the Description field.

5. Select an option from the Attribute Type list box. Values are:

   • Character-The value for this Relevancy attribute is formatted as a character string.

     Note

     Complete the Field Length field for this selection indicating the maximum number of characters allowed for this value.

   • Date-The value for this Relevancy attribute is formatted as a date.

   • Number-The value for this Relevancy attribute is formatted as a number.

     Note

     Complete the Decimal Value field for this selection indicating the number of decimal places allowed for this value.

   • Value List-The value for this Relevancy attribute is formatted as an option in a value list.

     Note

     Select an option from the List Source list box for this selection indicating which list the option should be added to.

6. By default, the Relevancy attribute is set to Active. If needed, toggle it off.

7. Click the Save  icon.

Edit a Relevancy Attribute

To edit a Relevancy attribute:

1. Select Administer > Advanced > Relevancy Attributes from the Migrate menu.

2. Click the Edit icon for a Relevancy attribute.

3. Edit fields as needed.

4. Click the Save  icon.

Note

If there have been no changes made, the Modified By and Modified On fields display blank.

Delete a Relevancy Attribute

Note

If the Relevancy attribute is used in a Release in the Project Setup section on the Releases page (Migrate > Project Setup > Releases > Edit Release > Relevancy Attributes tab), you cannot delete it.

To delete a Relevancy attribute:

1. Select Administer > Advanced > Relevancy Attributes from the Migrate menu.

2. Click the Delete icon for a Relevancy attribute. If the attribute has not been assigned values in Migrate, it deletes without issues.

Next Steps

Once you have defined the attributes for Central Relevancy on the Relevancy page, perform these steps:

• Edit the Releases to add values for the Relevancy attributes.

• Edit the Snapshot Management Datasources to assign Relevancy attributes to the Snapshot Datasource tables.

• Maintain the Mappings for fields of the Object Type.

• Create the Working Database Tables that include the Relevancy attribute fields.

• Create the Target reporting that includes reporting for these relevancy flags.