Performing Hierarchy Actions

In this section:

This section describes how to perform specific actions against the hierarchy model, which include:


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Previewing the Hierarchy

By default, the Hierarchy Editor displays the Design view, where you can build the hierarchy structure containing the root node, static node(s), dynamic node placeholder(s), and entity placeholder.

Before publishing a hierarchy to the Hierarchy Management System (HMS), you can preview the hierarchy run-time data by clicking the Preview Hierarchy icon in the toolbar. You can switch to the Preview view by clicking the Preview tab in the editor, as shown in the following image.

Parents with a number of associations greater than 500 hundred items will be displayed in collapsed mode to maintain optimum application performance. You can expand these nodes as required.


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Refreshing the Hierarchy

During the creation of dynamic node and entity placeholders, the hierarchy model is populated with the run-time data that is available at that moment in the external data source. This data will be cached until the next time the hierarchy is refreshed.

When you click the Refresh Hierarchy icon in the toolbar, cache files are cleaned, mastered, and the associated run-time data changes depending on the current value of the specific column in the data source.


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Publishing the Hierarchy

Publishing a hierarchy implies sending the current hierarchy run-time data to the Hierarchy Management System (HMS).

The hierarchy application (design-time) model differs from the one persisted in the database. The main reason for this approach is that the application model must contain design time data and some project-specific metadata (for example, last publish data, location, and so on). The database model contains all run-time data, including run-time specific components such as dynamic nodes, attributes, entity references, and so on.

To publish a hierarchy click the Publish Hierarchy icon in the toolbar. The Connection Details dialog box is displayed, as shown in the following image.

The Connection Details dialog box contains a Profile drop-down list for selecting a configured profile. All existing connection profiles from the Data Source Explorer pane are available here. In addition, the Properties section provides a preview of the connection details.

After the hierarchy is published successfully, the version ID, last published date, and last published source is updated accordingly in the Properties tab, as shown in the following image.



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Project Versioning

After a hierarchy is published successfully, a new version is applied to it. This version is displayed in a separate message dialog, as shown in the following image.

Project versioning for hierarchies helps keep track of the publishing history and changes. In a HMS, each hierarchy owns its own unique identifier and reference to the previous version. This structure allows the computing of a complete publishing history for the current hierarchy ID.

The iWay Hierarchy Manager plugin resolves version conflicts automatically. Conflicts usually appear when one previously published hierarchy was copied and two hierarchies are published simultaneously. In this case, the iWay Hierarchy Manager plugin detects that the same hierarchy was published from another source. The plugin then overrides its changes, creating the newest version in the HMS. A corresponding notification is logged.


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