1 Introduction

The Task Manager manages tasks generated from the Task Manager or tasks generated directly from the Governance Studio or Administration Web page. You can create tasks to request action from data analysts or IT personal to make changes to existing data lenses and Data Service Applications (DSA), such as adding missing attributes with the AutoSuggest feature of the Task Manager and Governance Studio.

This chapter contains the following:

• Task Flow

• Starting the Task Manager

• Understanding the Client Workspace

• Task Manager User Role Administration

Task Flow

Enterprise DQ for Product (EDQP) orchestrates a series of tasks to create and maintain knowledge. Typically, three roles exist to manage the task flow. Business Users are ultimately responsible for what constitutes knowledge based on their business requirements; Data Analysts implement those requirements; and the IT staff creates the process flow through a DSA to use the knowledge in a production application. The following diagram illustrates the high-level task flow associated with the Enterprise DQ for Product knowledge process.

Business Users

Works within the Task Manager to process exceptions and review overall data quality trends.

Data Analysts

Uses the Task Manager to receive requests and the Knowledge Studio to update the data lens with the recommended changes.

Note:

The Data Analyst is denoted by Task User in the examples in this document.

IT

Uses Task Manager to receive requests and the Application Studio to make process flow changes.

Starting the Task Manager

You start your Oracle DataLens Server, and then use the Welcome Launch Pad to start the Task Manager by clicking the Task Manager button. For details, see Oracle Enterprise Data Quality for Product Data Getting Started.

Understanding the Client Workspace

The Task Manager graphical user interface (GUI) provides the client workspace used to create and manage a data lens.

This section describes the following areas of the client workspace:

• Frame Functionality

• Menu Commands and the Toolbar

• Tabs

• Task Panes

Frame Functionality

The Task Manager client workspace frame contains useful information and interactive functions including the following:

Title Bar

Indicates the current application and open project.

Status Field

Provides the status of the project one line at a time. Though this field cannot be resized, the scroll arrows on the right-hand side can be used to view all available status information. The status data does not change based on the selected tab; rather it is a compilation of all data.

Application Switch

Returns you to the last Enterprise DQ for Product application used.

Oracle Enterprise Data Quality for Product Data Launch Pad

This button opens the Oracle Enterprise Data Quality for Product Data Launch Pad so that you can select other applications.

Time and Date

The time is displayed and when you hover over this field the date is displayed.

Memory Cache

Indicates the amount of memory cache currently used and the total amount allowed. You can dump the memory cache by clicking on the trash can icon in this interactive field.

Note:

This feature is only used for system diagnosis and should not be used unless requested by Oracle Customer Support.

Menu Commands and the Toolbar

The Task Manager toolbar allows easy access to the most frequently used Task Manager functions. Though the set of toolbar buttons remains the same during UI operation the buttons are enabled or disabled based the current state of the interface and the options set. Buttons displayed with shades of gray are disabled. Full-color buttons are enabled. All toolbar buttons are standard push buttons, requiring a single click of the mouse to activate.

The following briefly describes the toolbar buttons from left to right.

The Task Manager GUI menus provide access to most functions. All of the buttons on the toolbar have a corresponding menu command, which are indicated on each menu with the button icon displaying adjacent to the command. The set of menu commands remains the same during the GUI operation.

Menu commands are enabled or disabled based on the current state of the data lens; commands that are dimmed are unavailable. Some menu commands perform functions that are more complex and are indicated by an ellipsis symbol (...). These commands open dialog boxes to collect information needed to complete the requested function.

Tip:

The tooltips appear when you rest your mouse pointer on a menu item, button, tab, icon, or similar content.

The following section briefly describes each of the Task Manager menu commands and corresponding buttons.

File Menu

Exit Exits the Task Manager application; a prompt is given to save any changes that were made.

View Menu

View Open Tasks View all open tasks. View Fixed Tasks View any fixed tasks. View Rejected Tasks View all rejected tasks.
View Closed Tasks View all closed tasks. View Deleted Tasks View all deleted tasks. View Unclosed/Undeleted Tasks View any unclosed and undeleted tasks. View All Tasks View all tasks. View Tasks for DSA View the unclosed tasks for a DSA. View Tasks for Lens View the unclosed tasks for a data lens.

Charts Menu

Task Status Chart Chart all tasks by status. Open Tasks by User Chart all open tasks by users. Open Tasks by DSA Chart all open tasks by DSAs. Open Tasks by Lens
Chart all open tasks by data lenses. Task Status Trend Trend line of status counts by week. DSA Job Trend Job trends by a DSA.

Tasks Menu

Change Task Status Changes the status of the task or allows you to reassign it to another user. For more information, see "Changing Task Status".
Create New Task Creates a task and assigns it to a user. For more information, see "Creating a Task in Task Manager".

Tools Menu

Open Oracle DataLens Governance Studio… Starts the Enterprise DQ for Product Governance Studio. For more information, see the Oracle Enterprise Data Quality for Product Data Governance Studio Reference Guide.

Open Oracle DataLens Application Studio… Starts the Enterprise DQ for Product Application Studio. For more information, see the Oracle Enterprise Data Quality for Product Data Application Studio Reference Guide. Open Oracle DataLens Knowledge Studio… Starts the Enterprise DQ for Product Knowledge Studio. For more information, see the Oracle Enterprise Data Quality for Product Data Knowledge Studio Reference Guide. Open Oracle Enterprise Data Quality for Product Data… Starts the Oracle Enterprise Data Quality for Product Data Launch Pad so that you can start other applications and the Enterprise DQ for Product Oracle DataLens Server Administration Web pages.

Help Menu

Product Guide Opens a list of Enterprise DQ for Product documents for your selection in a browser. Help About
Provides information regarding the product including the version number and a link to view third party product licenses.

Tabs

A tab groups like information into easy to read and access areas that include graphs, panes, and text entry boxes. Tabs are displayed in the client workspace directly under the toolbar and are as follows:

Users Tab

The Users tab provides a summary view all users with active tasks, as well as, all active tasks.

Tasks Tab

The Tasks tab provides a summary view of all of the tasks that the user has the privileges to see.

Task Panes

The Task Manager includes three task panes, two of which are interactive, as follows:

User

Displays an alphabetized list of users that have tasks assigned to them. This task pane only appears on the User tab.

Task

All tasks are displayed in numerical order and the first task is selected by default.

Task Detail

The details for the selected task are displayed including the description, status, assigned user, task detail, and history. This pane is not interactive.

On the Users tab, the small up/down arrows between the panes on the left-hand side, allow you to resize the panes. In addition, you can fully expand either pane to see more data by clicking on an arrow, which makes the pane inactive. To redisplay the inactive pane, click the opposite arrow and the pane reappears.

There are various context-sensitive (shortcut) menus that appear in the Task Manager interactive panes when you right-click on data within a pane. The contents of these menus are described as follows:

Active in the User pane: Refresh Users Refreshes the list of users with assigned tasks to ensure that any new users with tasks are displayed.
Active in the Task pane while clicking on a task or not. The functions not previously described are: Download Attachments Downloads the attachment of the selected task to your local computer. This option is only displayed if the selected task has attachments. Email User Sends a free-form email to the User that the selected task is assigned to using your default email program.

Task Manager User Role Administration

You must ensure that all users that will be using the Task Manager are granted the 'Task Manager' or 'Task User' role. All user roles, including the two Task Manager roles, are managed using the Oracle DataLens Server Role Administration web page. For details about creating and maintaining users and user roles, see Oracle Enterprise Data Quality for Product Data Oracle DataLens Server Administration Guide.