Global Master Data Sync gives the Global Master administrator a set of actions for managing master data and distributing it to subscriber companies. This article walks through the actions available in the Master Company, from job queue management to record data synchronisation, so you know where to find each function and what it does.
The Global Master administrator role controls all the actions in the Master Company. You manage job queues, data templates, partners, and the actual master data that gets pushed out to subscribers.
Global Master Records hold the data that your templates create. This is the data that gets synchronised to your subscriber companies.
Global Master Record Actions are operations that run in the subscriber company. These can be a deletion of a record or a renaming of a source record.
You can manually create and set the subscriber file log from the Master Company task actions. If you have templates pending approval, you can release and update the record set with a single action.
Global Master Setup is where you configure the settings for the module. Global Master Template Package lets you import and export templates into Global Master Data Sync.
Actions available in the Master Company
At the top of the Master Company you find the standard actions for handling background processing. You can open the job queue, the job queue entries, and the categories, so you can monitor and control how synchronisation jobs run.
The data templates action gives you the full list of all templates, regardless of their status. This is useful when you need an overview of everything that has been defined, not just active templates.
The partners action shows the full list of your partners. The subscriber file log gives you an overview of all the files sent to your subscribers, including the time they were sent and which templates were included on a given date and time.
Working with Global Master Record data
In the special actions section, you can open the Global Master Record data. This gives you the full view of all the record data that your templates have created. These are the records that get synchronised to your subscribers.
Global Master Record Actions is a list of operations that run in your subscriber company. An action can delete a record or rename a source record. This is how changes in the Master Company propagate to the subscribers in a controlled way.
Managing subscriber files and approvals
From the task actions in the Master Company, you can manually create and set the subscriber file log. This is helpful when you need to trigger a file outside the normal schedule.
If you have templates that are pending approval, you can release them directly. Pressing the action releases and updates the record set, so the approved data is ready to be synchronised.
Setup and template packages
Global Master Setup lets you configure the overall settings for Global Master Data Sync. Use this to define how the module behaves in your environment.
Global Master Template Package gives you actions to import and export templates. This makes it easy to move template configurations into Global Master Data Sync, for example when setting up a new environment or sharing a configuration.
Q&A
What does Global Master Record data show?
It shows the full view of all the record data that your templates have created. This is the data that gets synchronised to your subscriber companies.
What is a Global Master Record Action?
It is an operation that runs in your subscriber company. It can delete a record or rename a source record.
How do I release templates that are pending approval?
From the task actions in the Master Company, press the release action. It releases and updates the record set so the approved data is ready to synchronise.
Where do I see which files have been sent to subscribers?
The subscriber file log gives you an overview of all files sent to your subscribers, including the time they were sent and which templates were included.
How do I import and export templates in Global Master Data Sync?
Use the actions in Global Master Template Package to import and export templates into Global Master Data Sync.