Get Started

The MDM Web App is where data stewards work with the data mastered in MDM: browse the master records and the source records behind them, correct values, resolve duplicates, and review changes before they’re published.

How the MDM Web App fits in your workflow

MDM loads records from your source systems, cleanses and matches them, and merges the ones that represent the same real-world entity into master records. That part runs on the MDM Server according to the configuration of your project.

The MDM Web App is where you work with the result: it is the place to look at what MDM produced, fix what the automated processing got wrong or couldn’t know, and decide what gets published. Every change goes through a task, so nothing reaches the master data unreviewed.

How changes flow

When you start editing a record, a task is created, and its draft collects your changes.
The task moves through the workflow configured for your project. Depending on your permissions, you publish it yourself or move it to a publisher for review.
On publishing, the changes are propagated to the MDM Server and from there to the consuming systems.

Until a task is published, you or the reviewer can add to the changes, remove some of them, or discard the task. See Tasks and Publishing.

Before you start

What you see and do in the MDM Web App depends on your project and your role. The entities, the business view, the validations, and the workflow are set up by your project developer in ONE Desktop, and the permissions of your role decide which entities you see, whether you can edit them, and whether you can publish.

If an action you need isn’t available, ask your administrator. See Configuring Permissions.

Get started

After you log in, you land on My Workspace. Start from the tasks waiting for you, or go to the data and work from there.

Pick up your tasks

My Workspace lists the tasks assigned to you and the unassigned tasks for your roles. Open a task to see which records it concerns and what has already been changed, then continue the work from there. See Access Tasks.

Find the records you need

Open an entity from the navigation panel to see its records, or a dataset to see several entities at once.

Filter the listing by any attribute, open a record to read its values and related records, and select several records to compare them side by side. See Browse Records and Search for Data.

Check data quality

If your project has data quality validations, each record and value with an issue carries an indicator in the record listing and the record detail: red for errors, yellow for warnings, and blue for information. Hover over the indicator to see which validation failed and why, for example, a phone number that is too long, then correct the value. While you edit, values are validated as you type, so you see whether the issue is resolved before you save. See Data quality indicators.

Correct and complete the data

Open a record and select Edit. Values that come from the source systems are corrected with an override, which is applied on top of the source value until you remove it, while records authored in the MDM Web App are edited directly.

You can also create records that no source system provides, and deactivate records that are no longer in use without deleting them. See Edit Values.

Resolve duplicates

If matching didn’t recognize that several records represent the same real-world entity, compare them and merge them, choosing the record the others are merged into. Matching proposals list the pairs that matching flagged as possible duplicates but didn’t merge, for you to confirm or reject. See Merge Records Manually and Matching Proposals.

Publish your changes

Your changes are collected in a task. Review them in the task’s draft, then publish the task or move it to a publisher for review, depending on your permissions. See Resolve Tasks.

Types of data

The navigation panel groups entities by data category: master data, which holds the consolidated records you work with most, instance data, which holds the source records behind them, as well as reference data, datasets, and matching proposals. A master record is either consolidated from source systems or authored directly in the MDM Web App, and that decides how you edit it. See Types of Data.

Switch to the legacy interface

From 17.2.0, the MDM Web App comes with a new interface, which is enabled by default.

To switch to the legacy interface, select the product name in the upper-left corner and choose Legacy MDM UI. Alternatively, change the path in your web browser from /ui to /legacy-ui.

Both interfaces work with the same data and tasks, so you can switch between them at any time without losing work. The same menu links to the other Ataccama applications available in your deployment, such as the MDM Web App Admin Center.

If the message Could not retrieve configuration from MDM Server appears after you log in, the MDM Server is still starting. Wait until it has fully started and reload the page.

Next steps

Types of Data: Learn about different data categories and how to work with them in the web application.
Browse Records: Explore the record listing and the record detail, from opening an entity to reading a record with its related and instance records.
Tasks and Publishing: Understand how tasks and the workflow take your changes to publishing.

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