This appendix covers the following topics:
Although your system administrator may have customized your navigator, this set of tables displays typical navigation paths, listed by feature/function. Access all of these pages using the Customers Online Data Librarian Superuser responsibility. You can also use the Customers Online Data Librarian responsibility for all but the Administration functions.
The navigation paths use the following nomenclature:
[T] = tab
[ST] = subtab
[B] = button
[L] = link
[I] = icon
| Page Name | Navigation Path |
|---|---|
| Oracle Data Librarian Home | Dashboard |
| Organizations Simple Search | Dashboard [T] Customers [ST] Organizations |
| Organizations Advanced Search | Dashboard [T] Customers [ST] Organizations [B] Advanced Search |
| D& B Search and Results | Dashboard [T] Customers [ST] Organizations [B] Search D&B |
| Create Organization | Dashboard [T] Customers [ST] Organizations [B] Create |
| Persons Simple Search | Dashboard [T] Customers [ST] Persons |
| Persons Advanced Search | Dashboard [T] Customers [ST] Persons [B] Advanced Search |
| Create Person | Dashboard [T] Customers [ST] Persons [B] Create |
| Hierarchies Search | Dashboard [T] Customers [ST] Hierarchies |
| Create Hierarchy | Dashboard [T] Customers [ST] Hierarchies [B] Create |
| Calendar Daily View | Dashboard [T] Other [ST] Calendar [L] Daily |
| Create Appointment | Dashboard [T] Other [ST] Calendar [L] Daily [B] Create Dashboard [T] Other [ST] Calendar [L] Availability [B] Create Appointment Dashboard [T] Other [ST] Calendar [L] Appointments |
| Calendar Weekly View | Dashboard [T] Other [ST] Calendar [L] Weekly |
| Calendar Monthly View | Dashboard [T] Other [ST] Calendar [L] Monthly |
| Calendar Yearly View | Dashboard [T] Other [ST] Calendar [L] Yearly |
| Calendar Combination View | Dashboard [T] Other [ST] Calendar [L] Combination |
| Availability | Dashboard [T] Other [ST] Calendar [L] Availability |
| Lookup | Dashboard [T] Other [ST] Calendar [L] Availability [B] Add Resource |
| Public Calendar | Dashboard [T] Other [ST] Calendar [L] Public Calendar |
| Notes | Dashboard [T] Other [ST] Notes |
| Create Note | Dashboard [T] Other [ST] Notes [B] Create Note |
| Tasks | Dashboard [T] Other [ST] Tasks |
| Resources | Dashboard [T] Other [ST] Employees [L] Employees |
| Groups | Dashboard [T] Other [ST] Employees [L] Groups |
| Roles | Dashboard [T] Other [ST] Employees [L] Roles |
| Merge Request Queue | Dashboard [T] Data Quality [ST] Party Merge Requests |
| System Duplicate Identification Batches | Dashboard [T] Data Quality [ST] System Duplicate Identification |
| System Duplicate Identification: Create Batch | Dashboard [T] Data Quality [ST] System Duplicate Identification [B] Create New Batch |
| Organization Party Maintenance | Dashboard [T] Data Quality [ST] Party Maintenance [L] Organization |
| Person Party Maintenance | Dashboard [T] Data Quality [ST] Party Maintenance [L] Person |
| Purge Requests | Dashboard [T] Data Quality [ST] Purge Requests |
| Purged Parties | Dashboard [T] Data Quality [ST] Purge Requests [L] Purge History |
| Create Purge Request | Dashboard [T] Data Quality [ST] Purge Requests [B] Create Purge Request |
| Merge Request Queue | Dashboard [T] Data Quality [ST] Account Merge Requests |
| Assign Merge Requests | Dashboard [T] Data Quality [ST] Account Merge Requests [B] Assign |
| Create Merge Request | Dashboard [T] Data Quality [ST] Account Merge Requests [B] Create Account Merge |
| Merge Request Overview | Dashboard [T] Data Quality [ST] Account Merge Requests [I] Map |
| Address Mapping | Dashboard [T] Data Quality [ST] Account Merge Requests [I] Map [B] Next |
| Import Batches | Dashboard [T] Import [ST] Batch Import |
| Define Import: Batch De-Duplication | Dashboard [T] Import [ST] Batch Import [B] Define Import |
| Generate Batch | Dashboard [T] Import [ST] Batch Import [B] Generate Batch |
| Batch Import History | Dashboard [T] Import [ST] Batch Import History |
| File Loads | Dashboard [T] Import [ST] File Load |
| Load New File: Define File Load | Dashboard [T] Import [ST] File Load [B] Load New File |
| Manage Mappings | Dashboard [T] Import [ST] File Load [B] Manage Mapping |
| File Load History | Dashboard [T] Import [ST] File Load History |
| Organization Enrichment Trend Report | Dashboard [T] Reports [ST] Quality [L] Data Enrichment |
| Data Completeness Reports | Dashboard [T] Reports [ST] Quality [L] Data Completeness |
| Manage Reports | Dashboard [T] Reports [ST] Quality [L] Data Completeness [B] Manage Reports |
| Customers by Industry | Dashboard [T] Reports [ST] Profile |
| Relationship Type | Dashboard [T] Administration [ST] Relationships |
| Requests | Dashboard [T] Administration [ST] Relationships [B] View Concurrent Requests |
| Create Relationship Type | Dashboard [T] Administration [ST] Relationships [B] Create |
| Classifications | Dashboard [T] Administration [ST] Classifications |
| Create Class Category | Dashboard [T] Administration [ST] Classifications [B] Create Class Category |
| DQM Administration Overview | Dashboard [T] Administration [ST] DQM [L] Overview |
| Word Replacements | Dashboard [T] Administration [ST] DQM [L] Setup [L] Word Replacements |
| Create Word Replacements List: Select Word Identification Method | Dashboard [T] Administration [ST] DQM [L] Setup [L] Word Replacements [B] Create |
| Define Attributes and Transformations | Dashboard [T] Administration [ST] DQM [L] Setup [L] Attributes and Transformations |
| Match Rules | Dashboard [T] Administration [ST] DQM [L] Setup [L] Match Rules |
| DQM Synchronization Method | Dashboard [T] Administration [ST] DQM [L] Setup [L] Synchronization Method |
| Merge Dictionary | Dashboard [T] Administration [ST] DQM [L] Setup [L] Merge Dictionary |
| DQM Diagnostics | Dashboard [T] Administration [ST] DQM [L] Diagnostics Dashboard [T] Administration [ST] DQM [L] Diagnostics [L] Reports |
| Create Report | Dashboard [T] Administration [ST] DQM [L] Diagnostics [L] Reports [B] Create Report |
| Data Sharing and Security Administration | Dashboard [T] Administration [ST] Security |
| Create Data Sharing Group | Dashboard [T] Administration [ST] Security [B] Create |
| Source Systems | Dashboard [T] Administration [ST] Source Systems [L] Source Systems |
| Create Source System | Dashboard [T] Administration [ST] Source Systems [L] Source Systems [B] Define Source System |
| Set Up Display Rules | Dashboard [T] Administration [ST] Source Systems [L] Single Source of Truth (SST) [L] Display Rules |
| Set Up User Overwrite Rules | Dashboard [T] Administration [ST] Source Systems [L] Single Source of Truth (SST) [L] User Overwrite Rules |
| Security for Other Entities | Dashboard [T] Administration [ST] Source Systems [L] Security for Other Entities |
| Define User Create and Update Rule: Rule Name | Dashboard [T] Administration [ST] Source Systems [L] Security for Other Entities [B] Create Rule |
| Update User Create and Update Rule: Rule Name | Dashboard [T] Administration [ST] Source Systems [L] Security for Other Entities [I] Update |
| Adapters | Dashboard [T] Administration [ST] Adapters |
| Create Adapter Configuration | Dashboard [T] Administration [ST] Adapters [B] Create Adapter Configuration |
| Update Adapter Configuration | Dashboard [T] Administration [ST] Adapters [I] Update |
| Phones | Dashboard [T] Administration [ST] Phones |
| Update Phones | Dashboard [T] Administration [ST] Phones [I] Update |
| Create Area Code | Dashboard [T] Administration [ST] Phones [B] Create Area Code |
| Schedule Request: Define | Dashboard [T] Administration [ST] Concurrent Requests Dashboard [T] Administration [ST] Concurrent Requests [L] View Requests [B] Submit Request |
| Schedule | Dashboard [T] Administration [ST] Concurrent Requests [L] Request Submission [B] Manage Schedule |
| Requests | Dashboard [T] Administration [ST] Concurrent Requests [L] View Requests |
| Extensions | Dashboard [T] Administration [ST] Extensions |
| Geography Hierarchy: Countries | Dashboard [T] Administration [ST] Geography Hierarchy |
| Update Country | Dashboard [T] Administration [ST] Geography Hierarchy [I] Update |
| Country Structure | Dashboard [T] Administration [ST] Geography Hierarchy [I] Structure |
| Manage Validations | Dashboard [T] Administration [ST] Geography Hierarchy [I] Manage Validations |