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History Plugin

History plugin enables keeping history of records in the hub.

The main features are:

  • Configurable projection of the MDM model and data changes.

    • Only specified entities and columns are stored, for instance entities, only records from the configured source systems are stored.

    • Only changes of specified columns are considered as changes to be stored.

  • Independent optimized storage.

    • Historical data can be stored in a separate database (for example, with a different SLA or lower price per storage unit).

    • Data is stored as a compressed BLOB.

  • Native services and batch exports including time query support.

How to configure the history plugin

The history plugin is configured in the application.properties file, see MDM Server Application Properties, section History plugin configuration.

Starting from version 15.4.0, the history plugin is defined in the application.properties file. Previously available history plugin definition in the nme-config.xml file (see the documentation of earlier versions for more details) is deprecated but still supported for a transitional period to maintain backward compatibility.

Detailed configuration of the history model

The default configuration file with the history model is nme-history.xml, with the following structure:

<?xml version="1.0"?>
<config>
    <model>
        <entities>
            <entity name="party" layer="instance">
                <sourceSystems>
                    <sourceSystem>crm</sourceSystem>
                    <sourceSystem>life</sourceSystem>
                </sourceSystems>
                <columns>
                    <column name="src_first_name" />
                    <column name="uni_rule_name" traced="false" />
                    <column name="master_id" />
                    <!-- more columns -->
                </columns>
            </entity>
            <entity name="party" layer="master" masterView="mas">
            <columns>
                    <column name="cmo_first_name" />
                    <column name="cmo_sin" />
                    <!-- more columns -->
                </columns>
            </entity>
            <!-- more entities-->
        </entities>
    </model>
</config>

The configuration contains the identification of entities and columns from the Model (see Model) and history settings.

Every mentioned entity must be present in the model and is identified using the following attributes:

Attribute Description

name

Name of the entity in the model

layer

Type of layer: instance or master

masterView

Name of the master layer

sourceSystems

(Optional) (applicable to the instance layer only) List of source systems whose records are historized; if empty, records from all source systems are historized

Entities contain a list of columns with the following attributes:

Attribute Default Description

name

N/A

Name of the column in the NME model

traced

true

true - changes of this column are considered as record changes and a new version of the record is created and stored

false - changes of these columns are ignored, that is, this column is only stored in case of change in other traced column

searchable

false

true - this column is stored as a separate persistence column to support filtering, usable for permissions

false - this column is stored in a BLOB, all non-searchable columns are stored in one compressed BLOB to conserve space, however efficient filtering on this column is not possible

The relationship between historical records and regular MDM data is through the ID column. The record in the history table takes over its MDM ID from the data table. That is how both instance and master records are linked with history.

History plugin native services

The History plugin provides new native services get<entityName>InstanceHistoryById and get<entityName>MasterHistoryById. These services provide full history for one record identified by id (NME internal id).

get<entityName>InstanceHistoryById

Simple request:

Service request
<get:getpartyInstanceHistoryById>
    <get:id>91212</get:id>
</get:getpartyInstanceHistoryById>
Response
<getpartyInstanceHistoryByIdResponse xmlns="http://www.ataccama.com/ws/nme/getpartyInstanceHistoryById">
    <party>
        <metadata>
            <id>91212</id>
            <origin>life#party#party</origin>
            <sourceSystem>life</sourceSystem>
            <valid_from>2015-04-10T16:50:32+02:00</valid_from>
            <valid_to>2015-04-10T16:50:55+02:00</valid_to>
            <active>true</active>
            <sourceTimestamp>2015-04-10T16:50:54+02:00</sourceTimestamp>
        </metadata>
        <attributes>
            <source_id>300</source_id>
            <src_first_name>Jack</src_first_name>
        </attributes>
    </party>
    <party>
        <metadata>
            <id>91212</id>
            <origin>life#party#party</origin>
            <sourceSystem>life</sourceSystem>
            <valid_from>2015-04-10T16:49:28+02:00</valid_from>
            <valid_to>2015-04-10T16:50:32+02:00</valid_to>
            <active>true</active>
            <sourceTimestamp>2015-04-10T16:50:31+02:00</sourceTimestamp>
        </metadata>
        <attributes>
            <source_id>300</source_id>
            <src_first_name>Johny</src_first_name>
        </attributes>
    </party>
    <!-- more history versions of this record -->
</getpartyInstanceHistoryByIdResponse>

Instance history can be retrieved via a combination of source_id and origin instead of id:

Service request
<get:getpartyInstanceHistoryById>
    <get:source_id>300</get:source_id>
    <get:origin>life#party#party</get:origin>
</get:getpartyInstanceHistoryById>

To limit returned history, use timeQuery with from and/or to elements:

Service request
<get:getpartyInstanceHistoryById>
    <get:id>91212</get:id>
    <get:timeQuery>
        <get:from>2015-04-10T16:50:32+02:00</get:from>
        <get:to>2015-04-10T10:50:32+02:00</get:to>
    </get:timeQuery>
</get:getpartyInstanceHistoryById>

The service will return all history versions of the records that were valid after from and before to values.

To get record history at specific point in time, use timeQuery with at element:

Service request
<get:getpartyInstanceHistoryById>
    <get:id>91212</get:id>
    <get:timeQuery>
        <get:at>2015-04-10T10:50:32+02:00</get:at>
    </get:timeQuery>
</get:getpartyInstanceHistoryById>

The service will return only one history version or nothing if the record did not exist at a given point in time. If there were no relevant record changes, the service will return nothing because the requested version is in the operational storage of NME.

get<entityName>MasterHistoryById

This native service is similar to get<entityName>InstanceHistoryById. The only difference is that only id can be used to get record history (no source_id and origin). Returned metadata do not contain origin, sourceSystem, and sourceTimestamp.

History plugin batch export

When the history plugin is active, the following two data providers for batch exports are available:

  • com.ataccama.nme.history.batch.HistoryInstanceEntityDataSource

  • com.ataccama.nme.history.batch.HistoryMasterEntityDataSource

HistoryInstanceEntityDataSource

This data source provides history records of the specified instance entity. Example configuration:

Service request
<dataProvider class="com.ataccama.nme.history.batch.HistoryInstanceEntityDataSource">
    <prefix>history_inst_</prefix>
    <entity>party</entity>
</dataProvider>
Attribute Description

prefix

Prefix of integration inputs in the export plan using this provider

entity

Name of the entity

sourceSystem

Only records from this source system are provided

HistoryMasterEntityDataSource

This data source provides history records of the specified master entity. Example configuration:

Service request
<dataProvider class="com.ataccama.nme.history.batch.HistoryMasterEntityDataSource">
    <prefix>history_inst_</prefix>
    <entity>party</entity>
    <viewName>masters</viewName>
</dataProvider>
Attribute Description

prefix

Prefix of integration inputs in the export plan using this provider

entity

Name of the entity

viewName

Name of the master layer

Limit export with time query

To limit history by timeQuery, start a batch export operation with the following parameters:

Parameter Description

timeQueryFrom

Only history versions valid from this date

timeQueryTo

Only history versions valid to this date

Time format is either SOAP (via native service invokeExportOperation) 2015-04-10T16:50:32+02:00 or 2015-04-10 16:50:32.

Available metadata columns

Besides columns defined in the history model, the following columns are available in the export plan:

Column Type Description Instance/Master

id

LONG_INT

Record ID, internal engine id

I, M

eng_valid_from

DATE

Date from which record version was valid

I, M

eng_valid_to

DATE

Date till which record version was valid

I, M

eng_active

BOOLEAN

Record version activity (true/false)

I, M

eng_origin

STRING

Record origin

I

eng_source_system

STRING

Record source system

I

eng_source_timestamp

DATE

Record version source timestamp

I

How time validity and time query work

Each record provided in the response has time validity defined by the validFrom and validTo attributes, which are taken from the so called commitTimestamp of RW transactions.

The newer record’s validFrom is equal to the previous record validTo, that is, record1.validTo=record2.validFrom, with the validity period being a half-open interval as follows: [validFrom, validTo). That means that if an at query=record1.validTo=record2.validFrom, record2 is returned.

In general, which records are returned as a response to a query is determined by the following conditions:

Type of query Condition

at

record.validFrom ⇐ query < record.validTo

from

record.validTo > query

to

record.validFrom ⇐ query

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