Managing Geography Structures, Hierarchies, and Validation

You are an Applications Administrator who wants to start to configure the geography structure, hierarchy, and validation for the country geography of the United States. You start at the Manage Geographies page.

Steps:

1. You first need to define which geography types are included in the United States geography structure.

    

   Click the Structure Defined button.

   Step 1

2. You do not want to copy an existing country structure, and so you need to create a new country structure.

    

   Click the Create button.

   Step 2

3. You decide to add the State geography type as the first level in the geography structure.

    

   Click the State list item.

   Step 3

4. Click the Add button.

   Step 4

5. You add the City geography type as the second level in the geography structure.

    

   Click the City list item.

   Step 5

6. Click the Add button.

   Step 6

7. You decide to add additional geography types at a later date.

    

   Click the Save and Close button.

   Step 7

8. Now you need to define the geography hierarchy. You want to add the geographies for each geography type, in order to create the geography hierarchy for the United States.

    

   Click the Hierarchy Defined button.

   Step 8

9. You choose to create the state of California, so first you highlight the United States.

    

   Click the United States object.

   Step 9

10.  

    Click the Create button.

    Step 10

11. You enter the primary name.

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "CA"
    .
    Step 11

12. You now want to enter a city geography in the state of California.

     

    Click the Save and Close button.

    Step 12

13. You enter the city of San Francisco under the state of California.

     

    Click the CA object.

    Step 13

14. Click the Create button.

    Step 14

15. You enter the name San Francisco as the primary name.

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "San Francisco"
    .
    Step 15

16. You decide to add to the Geography Hierarchy at a later date. You can use the Manage File Import Activities task to import geography hierarchy using a csv or xml file.

     

    Click the Save and Close button.

    Step 16

17. Click the Save and Close button.

    Step 17

18. You now need to specify the geography validations for the geography types you have added to the United States.

     

    Click the Validation Defined button.

    Step 18

19. You define the geography mapping and validation for the United States default address style format, called the No Styles Format.

     

    Click the No Styles Format object.

    Step 19

20. Firstly, you choose to map the State Geography Type to the State attribute.

     

    Click the State object.

    Step 20

21. You then decide to enable the State Geography Type for List of Values and Geography Validation.

     

    Click the Enable List of Values option.

    Step 21

22. Click the Geography Validation option.

    Step 22

23. You map the City Geography Type to the respective City attribute.

     

    Click the City list item.

    Step 23

24. You decide to enable the City Geography Type for Geography Validation only.

     

    Click the Geography Validation option.

    Step 24

25. You want the application to generate an error when an invalid address element is entered for a geography type that is enabled for geography validation.

     

    Click the Error list item.

    Step 25

26. You decide to add more geography validations when you have added to the United States geography structures and hierarchies. You also decide to define the geography mapping and validation for other Address Style Formats at a later date.

     

    Click the Save and Close button.

    Step 26

This concludes this demonstration of configuring the geography structure, hierarchy, and validation for a country geography.

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