Defining Master Configurations

A master configuration is an object that enables an implementation to define configuration for features in the system. It is an alternative to using feature configuration for defining options. A master configuration is defined using a business object. Only one master configuration may exist for a given business object.

Overview / Initial Setup

The product provides one or more master configuration that may be used for configuration. Some examples of base master configuration business objects are as follows

  • Hijri to Gregorian Date Mapping. This allows an implementation that uses Hijri dates to define the mapping between those dates and Gregorian dates.

  • ILM Configuration. For implementations that use Information Lifecycle Management, the ILM configuration record defines some parameters used by the process.

  • Migration Assistant Configuration. For implementations that use the content migration assistant (CMA), the configuration record defines some parameters used by the process.

For a list of all the master configuration records provided by the product, navigate to the master configuration page in the application. To find help topics related to functionality controlled by the master configuration records, use the keyword ‘master configuration’ in the index.

Implementations may configure the business objects to limit the ones that are visible to users if desired.

  • If the master configuration does not apply to your implementation, navigate to the business object for this master configuration and update the Instance Control to Do not allow new instances. This ensures that the business object will not be visible to any user for the implementation.

  • If a given master configuration record is only relevant for certain users in the system, application security may be used to limit the records visible by a given user. By default the base delivered business objects typically reference the Master Configuration MO application service. This may be overridden to link custom application services to the master configuration BOs to provide more granular security. Users will only see the master configurations that they have security for.

Configuration

To set up a master configuration, open Admin > General > Master Configuration.

The topics in this section describe the base-package zones that appear on the Master Configuration portal.

Master Configuration

The Master Configuration List zone lists every category of master configuration.

The following functions are available:
  • If a master configuration record exists for a given master configuration business object, the broadcast icon may be used to view details information about the adjacent master configuration. In addition, an edit icon is visible to allow a user to update the record.
  • If a master configuration record does not exist for a given master configuration business object, the add icon is visible to allow a user to define the record.

Master Configuration Details

The Master Configuration Details zone contains display-only information about a master configuration.

This zone appears when a master configuration has been broadcast from the Master Configuration zone.

Please see the zone's help text for information about this zone's fields.