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. Typically one master configuration exists for a given business object yet some configurations may be designed to support multiple records.

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

You can access the portal from the Admin > General > Master Configuration. You are brought to a query portal with options for searching for a master configuration business object. If a configuration has not yet been set up for the business object use the add icon to define the record. If one or more configuration records exists for the business object you may select the master configuration business object. Once selected you are brought to this portal to view the selected record.

The following zones may appear as part of the portal's Main tab page.

  • Master Configuration This zone provides information about the selected master configuration record. Please see the zone's help text for information about this zone's fields.
  • Related Configurations This zone lists additional master configuration records for the same business object, representing different parts of the same configuration. You may add additional parts from this zone. The zone is only visible when the business object is designed to support multiple configuration parts and is explicitly marked as such by the Multiple Configurations business option.