After you upload the mapped files, you can begin the modernization process.
The modernization process includes the following tasks:
1Standardize configuration.
2Modernize data models.
3Modernize match models.
4Modernize hierarchies.
5Modernize relationship graph.
6Modernize user roles.
7Modernize user accounts.
Step 1. Standardize configuration
The modernization process begins by standardizing the configuration in the uploaded mapped files and then breaks the configuration into multiple JSON files. You can download the JSON files and review them. Whenever you re-upload a mapped file, you must restandardize the configuration to reflect the changes.
1To prepare the objects for modernization, click Standardize.
The objects in the mapped files are standardized, and the configuration is split into multiple JSON files.
2To download the standardized configuration, click Download the standardized configuration.
After you download it, you can review the objects and proceed to modernize data models.
Step 2. Modernize data models
When you modernize the data model, you can either include or exclude the lookup tables in the reference data mapping file.
For more information about modernizing data models, see Data models.
1In the Modernization Step, click Data Model.
2To include the lookup tables in the mapped reference data mapping file, select Include lookup tables mapped in the uploaded file.
3Click Preview.
The Preview and Modernize section appears. You can view the list of data model objects that are ready for modernization in the Objects section.
4Review the objects, and click Modernize.
You can view the status of the modernization process in the Modernization Status column.
Step 3. Modernize match rule sets
You can modernize the match rule sets that the business entities use in the MDM Hub. If a match rule created for a business entity in the MDM Hub contains errors, the modernization process skips that rule and continues modernizing the rest of the rules in the rule set.
For more information about modernizing match rule sets, see Match rule sets.
1In the Modernization Step, click Match Models.
2Click Preview.
The Preview and Modernize section appears. You can view the list of match rule sets that are ready for modernization in the Objects section.
3Review the match models, and click Modernize.
You can view the status of the modernization process in the Modernization Status column.
Step 4. Modernize hierarchies
You can modernize hierarchies and relationships in the MDM Hub.
For more information about modernizing hierarchies and relationships in the MDM Hub, see Hierarchies and relationships.
1In the Modernization Step, click Hierarchies.
2Click Preview.
The Preview and Modernize section appears. You can view the list of hierarchies that are ready for modernization in the Objects section.
3Review the hierarchies and click Modernize.
You can view the status of the modernization process in the Modernization Status column.
Step 5. Modernize relationship graph
You can modernize the relationship graph or non-hierarchical relationships in the MDM Hub.
For more information about modernizing non-hierarchical relationships in the MDM Hub, see Hierarchies and relationships.
1In the Modernization Step, click Relationship Graph
2Click Preview.
The Preview and Modernize section appears. You can view the list of non-hierarchical relationships that are ready for modernization in the Objects section.
3Review the non-hierarchical Relationships, and click Modernize.
You can view the status of the modernization process in the Modernization Status column.
The Preview and Modernize section appears. You can view the list of user roles that are ready for modernization in the Objects section.
3Review the user roles and click Modernize.
You can view the status of the modernization process in the Modernization Status column.
Step 7. Modernize user accounts
You can modernize user accounts in the MDM Hub. After modernization, user accounts appear as inactive in MDM SaaS. An activation email is sent to the registered email address of the users. You can follow the instructions provided in the activation email to activate them.