Set Up PDC Configuration

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 11, 2023 by Pamela Totas (Deactivated)
1 min read

 

Portfolio Data Center allows you to apply principles of data governance to the entities you manage with Eagle. Using PDC, you can apply pre-emptive validations while maintaining entities, keeping bad data out of production workflows.

Before you use Portfolio Data Center, you must complete the configuration settings of the administrators, managers, and business users of the system. You can customize the user experience for the maintenance of entities.

To configure Portfolio Data Center, you need to do the following:

  • Set up new / existing users with Portfolio Data Center roles and permissions.

  • Migrate PDC packaged content for initial use.

  • Set up metadata, including fields, field attributes, code values, data sources, date rules, and source hierarchy rules.

  • Set up policies to create entities.

  • Configure system settings to enable/disable software features.

 

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