How to Add or Edit Account Attributes

Note: When mapping to a named column, specify the name to match the .hbm.xml property name, not the database column name. With camel case the database column name is translated to lower case with underscore separators. For example, costCenter in the Hibernate mapping file becomes cost_center in the database.

  1. Click Add New Attribute or click an existing attribute to display the Edit Account Attribute page.
  2. Enter or change the attribute name and an intuitive display name.

Note: You cannot define an extended attribute with the same name as any application attribute that is provided by a connector.

  1. Edit the Advance Options as required.

  2. Click Add Source to display the Add a source dialog and specify a source for the new attribute.

  1. Map directly to an attribute on an application .

  1. Select Application Attribute.

  2. Select an application from the Application dropdown list.
  3. Select an attribute from the Attribute dropdown list.

  1. Map to an application rule. This rule only applies to the application specified.

  1. Select Application Rule.

  2. Select an application from the Application dropdown list.

  3. Select a rule from the Rule dropdown list.

  1. Map to a global rule. This rule applies to all applications that contain this attribute.

  1. Select Global rule (all applications).

  2. Select a rule from the Rule dropdown list.

  1. Click Add to add the new source.

  2. Use the arrows to the right of the sources list to rearrange the search order for the attribute sources.

    When aggregation tasks are run they search the source at the top of the list, or the primary source, first and then work down the list.

  3. Click Save to create the new attribute and return to the Account Attribute page.