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Entities migration process

ONESOURCE Data Hub

ONESOURCE Data Hub now integrates with platform Entities. Administrators can create, maintain, and retire entities used across multiple ONESOURCE products, all in 1 central location.
  • You can use Entities as a Classified Blueprint field to validate and receive feedback on whether the Entity exists.
  • You can aggregate and roll up information according to business needs using Published Entity Rollups.
  • You can create and configure Entities in 1 central location. When you change an Entity, it will reflect across all products where it is used. You can also turn off an entity and track and monitor all entities.

Validations

If a Classified Blueprint field for ONESOURCE Entity has been established, the system validates the data when processed with platform Entities. If the Entity Code exists, the record status is
Ready
 and all others will be given the temporary status
Unavailable
 until they pass validation.
To view the status, go to Data and select the Topic Name.

Sync Data Hub

To add Entities in the platform, follow these steps:
  1. Add Blueprint in Data Hub by navigating to
    Configuration
    ,
    Blueprint
     tab, then
    Add Blueprint
    .
  2. Select
    ONESOURCE Entity Code
     as a classification.
  3. Add Schematic against the Blueprint by going to
    Configuration
    , then
    Add Schematic
    .
  4. Review your changes in the summary.
  5. Upload a data file to save and process entities in Data Hub by navigating to
    Data
    ,
    All Uploads
    , then
    Add Data
    .
  6. Process the data against the newly added Schematic.
  7. Entities are now synced. To view the status, go Data then select your file name.

Data Hub in ONESOURCE Events

To set up entities in Data Hub, ensure they are first available on the ONESOURCE Platform.
The latest entity that is added to the platform appears in the Data Hub application.

After an entity is synced with Data Hub

  1. View all entities in
    ONESOURCE Administration
    ,
    Company Info
    , then
    Entities
    .
  2. To view the status, go to
    Data
    , then select your file name.
note
The Administrator must have product permission to access Entities in
ONESOURCE Administration
,
Company Info
, then
Users
.

Use entity rollup to your advantage

  1. Add Entity Rollup to ONESOURCE Platform and publish the changes.
  2. Add a Blueprint in
    Configuration
    ,
    Blueprint
     tab, then
    Add Blueprint
    .
  3. Add a Schematic against the Blueprint in
    Configuration
    , then
    Add Schematic
    .
  4. Review the changes.
  5. Upload the data file to save and process the entities in Data Hub in
    All Uploads
    , then
    Add Data
    .
  6. Process data against newly added Schematic.
  7. Add a Workspace against a Blueprint in
    My Workspace
    , then
    Add Collection
    .
  8. Select a
    Topic Name
     and add the data to the collection.
  9. Run aggregation against the collection.
    1. Select the collection name,
      Aggregation
      , then
      Create New Aggregation Logic
      .
  10. Select
    Apply
     to view the Aggregation result.

Entities in Data Hub

Once you create an entity in platform Entities:
  • Data Hub only checks for the Entity Code on the platform.
  • If the Entity Code is present on the platform, it goes into the
    Ready
     state.
  • If the Entity Code is not present on the platform, it goes into the
    Unavailable
     state. If the Entity Code is subsequently added to Entities, the data can be revalidated, and the records will move from
    Unavailable
     to
    Ready
     state.
  • If you completed the Entity Validation, you can apply a Published Entity Rollup to the data in the Aggregation area of the Collection.

This article applies to:

  • PRODUCT: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration