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Models and Adaptations

In order to edit your Master Data, you first need to select a branch and then:

• select an Adaptation Model on the upper left side.

  The Adaptation Model defines Master Data structures in an XML Schema file.

  Note. The Create... link allows to reference a new Adaptation Model. If you want to design an Adaptation Model, please read the Models > Introduction chapter of the documentation.

• select an Adaptation instance.

  An Adaptation instance contains Master Data values. In the screen below, we have one adaptation instance called the Root Adaptation . 

Managing an adaptation instance tree

By default, there is one adaptation instance (the values) for one adaptation model (the structure).

EBX.Platform allows you to create additional adaptation instances that are derivated from the initial Root Adaptation. Each adaptation instance inherits from its parent. In our example below, we have created an adaptation instance tree that allows to adapt our Master Data to geographical areas and countries.

For example, it means that France will inherit from the Europe values, that will inherit from the Root Adaptation . 

On an adaptation instance tree, available features are:

• Create a new child adaptation instance

• Duplicate an adaptation instance

• Create a new agreement. This is used for delegation of rights between actors. See chapter Delegate Access Rights .

Manage an adaptation instance

Select an adaptation instance in order to get additional information and edit it.

The panel displays:

• The reference of the adaptation instance (a unique name),

• Last update,

• Validation messages (errors and warnings).

On the upper right side, the status of the adaptation instance is displayed:

• Deactivated . The deactivated state means that the adaptation instance validation will accept undefined values on "mandatory" elements (elements with minOccurs="1" in XML Schema). This feature allows to use an adaptation instance for internal EBX.Platform inheritance (on the one hand, it holds common values that will be inherited by child adaptations instances, on the other hand, other values remain undefined).

  It also implies that a deactivated adaptation instance should not be exported to external systems or used by them, since it can be "incomplete".

• Activated . It means that the adaptation instance is fully validated, by checking that "mandatory" elements are all present. An activated adaptation instance can be used safely by external systems, as soon as its validation is satisfactory.

• Errors . The adaptation instance has errors and cannot be used.

On the right side, additional features are available:

• Displays the position of the current adaptation instance in the adaptation instance tree (shows parents and children)

• Displays the contents of the adaptation instance that has been edited (not the values that inherit from parents)

• Delete the adaptation instance

Search in data model

You can search in the data model for attributes, tables or columns using the "Search in data model" link next to the root of the current instance. This link will display the banner below at the bottom of the screen.

After clicking the "search" button, the screen below will display the search result grouped by tables or by attributes/columns. The search result is also sorted by relevancy and several terms can be entered in the input text field.

Edit adaptation instance information

Click on the Infos tab and edit information of the current adaptation instance: label, owner or description.

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