Modernize the on-premises objects
Advantages of modernization
MDM Hub and MDM SaaS
Key concepts
Lookup tables
Base objects
Business entities
Match rule sets
Survivorship
Users and user roles
Hierarchies and relationships
Getting started with modernization
Exporting configuration details
Exporting user account details
User roles mapping
Create a user role mapping file
Modernization mapping files
Reference data mapping file
Sheets for lookup tables
Data model mapping file
Adding custom fields and field groups
Mapping on-premises root node
Compatible data types
Guidelines for mapping objects in modernization mapping files
Modernization process
Defining a project
Mapping fields
Manual mapping
Smart field mapping
Generating mapping files
MDM Hub objects in the modernization process
Data models
Match rule sets
Hierarchies and relationships
User accounts and user roles
Guidelines for modernization process
Modernizing the objects
Define a modernization project
Map fields
Step 1. Generate reference data mapping file
Step 2. Generate data model mapping file
Step 3: Smart field mapping
Modernize
Step 1. Standardize configuration
Step 2. Modernize data models
Step 3. Modernize match rule sets
Step 4. Modernize hierarchies
Step 5. Modernize relationship graph
Step 6. Modernize user roles
Step 7. Modernize user accounts
Deleting modernization projects
Download event logs
Modernize the on-premises objects
Download event logs
MODERNIZATION