Configure intra-system relations
Data-model setup · Step 4
Connect the related records inside one system so filters, roles, and workflows can navigate identity data accurately.
An intra-system relation connects tables in the same NIM system. Configure the underlying 1-N relationships first; NIM can then derive N-N relationships from them. For a conceptual overview, see Intra-system relations.
Before you beginDirect link to Before you begin
- Collect the tables that represent both sides of the relationship.
- Collect the child-table column that stores the foreign-key value.
- Assign a stable primary key to the parent table.
- Verify that a sample of foreign-key values matches the intended parent-key values.
Configure 1-N relationsDirect link to Configure 1-N relations
Use a 1-N relation when many child records refer to one parent record. For example, many employees can refer to one department, or many employments can refer to one employee.
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Expand the system’s table list and open the N side—the child table that contains the foreign key.
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Open the table’s Relations tab.
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Choose one of the following methods:
- Automatic: Select Determine relations automatically. Review every proposed relation in the Relations (1-N) pane.
- Manual: Select a foreign-key column in Column Navigation, review the candidate parent-table keys and their match scores, then add the correct relationship.
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Repeat for each foreign key that should connect to a parent table.
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Select Save.
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Collect and load the system to populate the updated relationship data.
Configure N-N relationsDirect link to Configure N-N relations
Use an N-N relation when records on both sides can have multiple relationships. A common example is users and groups, connected through a membership table: one user can belong to many groups, and one group can have many users.
NIM calculates N-N relations from your 1-N relations. You do not define an N-N relation independently.
- Confirm the underlying 1-N relations are correct and save them.
- Select the checkbox for the N-N relation you want to enable, or clear it to disable the relation.
- Select Save.
- Collect and load the system again.
Validate the relationshipsDirect link to Validate the relationships
| Check | What to confirm |
|---|---|
| 1-N relation | A child record reaches the expected parent record, and no unrelated parent is matched. |
| N-N relation | A sample user or group shows the expected multiple related records. |
| Filter behavior | A test relation item returns the expected joined data. |
| Collection | The system was recollected after every saved relation change. |
If a relationship produces unexpected results, do not work around it in a mapping. First verify collected columns, data types, key values, and the direction of the 1-N relationship.
Related tasksDirect link to Related tasks
- Assign primary keys
- Configure inter-system relations for links between different NIM systems
- Use relation items in filters
- Configure recursive data when a table refers to records in itself