How to: Move Explicit Hierarchy Members by Using tblStgRelationship (Master Data Services)

In Master Data Services, you can use the staging process to change member relationships in explicit hierarchies in bulk. You can designate:

  • A consolidated member as a parent of a consolidated member.

  • A consolidated member as a parent of a leaf member.

  • A leaf member as a sibling of a leaf or consolidated member.

  • A consolidated member as a sibling of a leaf or consolidated member.

Prerequisites

To perform this procedure:

To move explicit hierarchy members

  1. Prepare the data for import into the mdm.tblStgRelationship table in the Master Data Services database. For more information and an example, see Relationships Staging Table (Master Data Services).

  2. Open SQL Server Management Studio and connect to the Database Engine instance for your Master Data Services database.

  3. Import the data into mdm.tblStgRelationship. For information about importing data into a database by using SQL Server Integration Services, see How to: Run the SQL Server Import and Export Wizard.

  4. After you successfully import the data, in Master Data Manager, click Integration Management.

  5. In the Unbatched Staging Records pane, from the Model list, select the model that contains records you want to import.

  6. From the Version list, select a version. The version must have the Status of Open or Locked.

  7. Confirm that the displayed number of records matches the number of records you plan to import. If it does not, see Troubleshooting the Staging Process (Master Data Services).

  8. Click Process unbatched data. In the Staging Batches pane, the value in the Status column changes to Queued to Run.

    Note

    The staging queue runs automatically at intervals based on the Staging batch interval set in Master Data Services Configuration Manager. For more information, see System Settings (Master Data Services).

  9. The import is complete when the value in the Status column is Not Running. You can refresh the page to view the updated status by clicking Import on the menu bar.

Next Steps