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  2. Master data management studio
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Set up MDM messages with wizard
Activity Flow

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the master data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages with a wizard.

With the wizard, you can only set up internal MDM messages. An internal MDM message is a message to send data from a source company in D365 FO to target companies in D365 FO.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.

Application Consultant Application Consultant Start Start Send MDM data with  or without staging? Send MDM data with  or without staging? Set up MDM messages with wizard - Direct Set up MDM messages with wizard - Direct In MDM studio, you can use the Create MDM message wizard to create the message for an internal direct master data setup. With an internal direct master data setup, you send data from the source (master data) company directly to the target company. With the wizard, you create the: Documents that are used in the MDM message. MDM message. Procedure 1. Click Master data management - Integration design. 2. In the Project field, enter or select the desired MDM project. 3. Click Projects. 4. On the Action Pane, on the Design tab, in the Messages group, click Create MDM message. 5. Sub-task: Select document fields. 6. Click Select fields. 7. Open the page from which you want to select fields for the document. 8. On the field picker dialog, click Select fields. 9. For each desired field, click the + sign. 10. Click Done. Note: You can open another page from which to select fields. 11. Click Submit. 12. Click Next. 13. Sub-task: Define document information. 14. Select No in the Create staging field. 15. In the Document field, type the unique name for the source document. 16. In the Application field, enter or select the desired application for the source document. Note: Make sure, the application exists before you start the wizard. 17. For the 'direct' message, you can use the source document as target document as well. Select Yes in the Reuse source document field. Note: If you select No, you can fill in the fields in the Target document group. If you do not fill in the fields in the Target document group, on finishing the wizard, only the source document is created. So, no message is created. 18. Click Next. 19. Sub-task: Define message information. 20. In the Message field, type the unique name for the 'direct' message. Note: If you do not fill in the message fields, on finishing the wizard, only the defined documents are created. So, no message is created. 21. In the Source connector field, enter or select the desired connector for the 'direct' message. Note: Make sure, the source connector exists before you start the wizard. 22. In the Target connector field, enter or select the desired connector for the 'direct' message. Note: Make sure, the target connector exists before you start the wizard. 23. Click Finish. Note: When you have clicked finished, the Message page is opened showing the created message. If no message is created, the Document page is opened showing the source document. Set up MDM messages with wizard - Staging Set up MDM messages with wizard - Staging In MDM studio, you can use the Create MDM message wizard to create the messages for an internal staging master data setup. With an internal staging master data setup, you send data from your source company to a staging journal. The target company triggers the message to send the data from the staging journal to the target company. With the wizard, you create the: Documents that are used in the MDM messages. MDM message to send data from the source company to the staging journal (data to staging message). MDM message to send data from the staging journal to the target company (data from staging message). Procedure 1. Click Master data management - Integration design. 2. In the Project field, enter or select the desired MDM project. 3. Click Projects. 4. On the Action Pane, on the Design tab, in the Messages group, click Create MDM message. 5. Sub-task: Select document fields. 6. Click Select fields. 7. Open the page from which you want to select fields for the document. 8. On the field picker dialog, click Select fields. 9. For each desired field, click the + sign. 10. Click Done. Note: You can open another page from which to select fields. 11. Click Submit. 12. Click Next. 13. Sub-task: Define document information. 14. Select Yes in the Create staging field. 15. In the Document field, type the unique name for the 'data to staging' source document. 16. In the Application field, enter or select the desired application for the 'data to staging' source document. Note: Make sure, the application exists before you start the wizard. 17. In the Document field, type the unique name for the target document of the 'data from staging' message. 18. In the Application field, enter or select the desired application for the target document of the 'data from staging' message. Note: Make sure, the application exists before you start the wizard. 19. In the Number sequence field, enter or select a value. 20. For the 'data from staging' message, you can use the staging target document as staging source document as well. Select Yes in the Reuse staging target document field. Note: If you select No, you can fill in the fields in the Staging source document group. If you do not fill in the staging source document fields, on finishing the wizard, only the staging target document is created. So, no 'data from staging' message is created. 21. For the 'data to staging' message, you can use the source document as target document as well. Select Yes in the Reuse source document field. Note: If you select No, you can fill in the fields in the Target document group. If you do not fill in the fields in the Target document group, on finishing the wizard, only the source document is created. So, no 'data to staging' message is created. 22. Click Next. 23. Sub-task: Define message information. 24. Define the settings of the 'data to staging' message. To do so, fill in the fields in the Message group. In the Message field, type the unique name for the 'data to staging' message. Note: If you do not fill in the fields in the Message group, on finishing the wizard, only the defined documents are created. So, no 'data to staging' message is created. 25. In the Source connector field, enter or select the desired connector for the 'data to staging' message. Note: Make sure, the source connector exists before you start the wizard. 26. In the Target connector field, enter or select the desired connector for the 'data to staging' message. Note: Make sure, the target connector exists before you start the wizard. 27. Define the settings of the 'data from staging' message. To do so, fill in the fields in the Staging message group. In the Message field, type the unique name for the 'Data from staging' message. Note: If you do not fill in the fields in the Staging message group, on finishing the wizard, only the defined documents are created. So, no 'data from staging' message is created. 28. In the Source connector field, enter or select the desired connector for the 'data from staging' message. Note: Make sure, the source connector exists before you start the wizard. 29. In the Target connector field, enter or select the desired connector for the 'data from staging' message. Note: Make sure, the target connector exists before you start the wizard. 30. Click Finish. Note: When you have clicked finished, the Message page is opened showing the created 'data to staging' message. If no message is created, the Document page is opened showing the 'data to staging' source document. Set up staging Set up staging In MDM studio, you can use a staging journal to send master data. If you send data, it first goes to the staging journal.This topic explains how to initialize staging for a document. Procedure 1. Go to Business integration solutions > Setup > Staging display options. 2. In the list find the desired record and click the link. 3. Click Initialize options. 4. Refresh the page. 5. Close the page. Notes You can also set up the staging display options from the source document. To do so, on the Document page, on the Action pane, on the Design tab, click Staging display options. End End Without staging With staging

Activities

Name Responsible Description

Set up MDM messages with wizard - Direct

Application Consultant

In MDM studio, you can use the Create MDM message wizard to create the message for an internal direct master data setup. With an internal direct master data setup, you send data from the source (master data) company directly to the target company.

With the wizard, you create the:

  • Documents that are used in the MDM message.
  • MDM message.

Set up MDM messages with wizard - Staging

Application Consultant

In MDM studio, you can use the Create MDM message wizard to create the messages for an internal staging master data setup. With an internal staging master data setup, you send data from your source company to a staging journal. The target company triggers the message to send the data from the staging journal to the target company.

With the wizard, you create the:

  • Documents that are used in the MDM messages.
  • MDM message to send data from the source company to the staging journal (data to staging message).
  • MDM message to send data from the staging journal to the target company (data from staging message).

Set up staging

Application Consultant

 		In MDM studio, you can use a staging journal to send master data. If you send data, it first goes to the staging journal.
This topic explains how to initialize staging for a document.

Activities

Name Responsible Description

Set up MDM messages with wizard - Direct

Application Consultant

In MDM studio, you can use the Create MDM message wizard to create the message for an internal direct master data setup. With an internal direct master data setup, you send data from the source (master data) company directly to the target company.

With the wizard, you create the:

  • Documents that are used in the MDM message.
  • MDM message.

Set up MDM messages with wizard - Staging

Application Consultant

In MDM studio, you can use the Create MDM message wizard to create the messages for an internal staging master data setup. With an internal staging master data setup, you send data from your source company to a staging journal. The target company triggers the message to send the data from the staging journal to the target company.

With the wizard, you create the:

  • Documents that are used in the MDM messages.
  • MDM message to send data from the source company to the staging journal (data to staging message).
  • MDM message to send data from the staging journal to the target company (data from staging message).

Set up staging

Application Consultant

 		In MDM studio, you can use a staging journal to send master data. If you send data, it first goes to the staging journal.
This topic explains how to initialize staging for a document.
Related to Notes

Set up MDM messages with wizard

 		 

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