Hierarchy Groups

Hierarchy groups allow related hierarchies to be organized together for easy browsing and selection. Hierarchies may be grouped using one or more hierarchy group properties. A hierarchy can only be associated with a single group for each hierarchy group property. The core Hierarchy Group property may be used for default grouping purposes. Additional hierarchy group properties may be added to handle alternate grouping requirements. When browsing hierarchies, use the Group By drop-down list to select a different hierarchy group property to use for grouping.

Creating Hierarchy Groups

To create a hierarchy group:

1. From Browse, select a version.

2. Select Hierarchies, then New, then Hierarchy Group.

3. Enter a name and description.

4. Select hierarchies from Available to include in the hierarchy group.

5. Click OK.

   When the hierarchy tree refreshes, the new hierarchy group is displayed.

   Note:

   If you did not add at least one hierarchy to the new hierarchy group, the group does not display in the tree. At any time, you can assign hierarchies to an existing group.

Assigning Hierarchies to Hierarchy Groups

To assign a hierarchy to a hierarchy group:

1. From Browse, select a version.

2. Optional: View a subset of hierarchies by selecting an option from the Group By drop-down list.

3. Right-click a hierarchy and select Assign to Group.

4. Select hierarchies from Available to include in the hierarchy group.

5. Click OK.

   When the hierarchy tree refreshes, the hierarchy is displayed within the assigned hierarchy group.

   Note:

   You can set the value of a hierarchy group property in the property grid. You can also drag and drop a hierarchy to a different group to reassign it.

Assigning Controlled Properties

Global, inheriting properties must be assigned to a hierarchy that will control from where property values are inherited.

To assign controlled properties to a hierarchy:

1. From Browse, select a version.

2. Optional: View a subset of hierarchies by selecting an option from the Group By drop-down list.

3. Select a hierarchy that will control a global inheriting property.

4. Right-click the hierarchy, select Assign Control, and then Properties.

   A list of global inheriting properties are displayed.

5. Select properties and move them from Available to Selected, and then click OK.

   Note:

   Use the Category list to select a property category to ease navigation.