Taxonomy Manager

The Taxonomy Manager allows users to register and manage taxonomies from Microsoft Office. Capabilities include registering a new taxonomy, editing existing taxonomies, managing taxonomy properties, as well as upload, download and delete options. Taxonomy Manager is accessible from the Disclosure Management ribbon bar and is enabled once you have successfully logged on.

Note:

The Taxonomy Manager is available to all Disclosure Management users.

Key features of Taxonomy Management:

  • Uploading and registering new taxonomies.

  • Setting and modifying properties

  • Deleting existing taxonomies

  • Updating an existing taxonomy registration

  • Viewing registered taxonomies

  • Refreshing the taxonomy list

  • Downloading an existing taxonomy

Uploading and Registering New Taxonomies

You can upload and register a new taxonomy without restarting the server.

  To upload and register a new taxonomy:

  1. On the Disclosure Management page, select the Taxonomy Manager button—The image shows the Taxonomy Manager button

    . A tree view of currently registered taxonomies is displayed.

  2. On the Taxonomy Manager dialog, select the New button—The images shows the New button. the New Taxonomy Registration dialog is displayed.

    The image shows the New Taxonomy Registration dialog.
  3. Add the following information by clicking on the field names

    • Taxonomy Upload (.zip archive)—Click the Browse button to select the new taxonomy version to upload from your local machine. The taxonomy fills in the File Name and File Size information for your review.

    • Entry Point—Click on Entry Point and enter the xbrl file folder and entry point of the taxonomy in the zip file. for example: orcl\orcl-20130531.xsd

    • Taxonomy Name—Enter the label associated with the entry point.

    • Folder Name—Enter the folder name.

  To set or modify additional (optional) properties

  1. Click the New button—The image shows the New button.. The Add Properties pop-up is displayed.

    The image shows the Add Properties pop-up.
  2. Select All or the individual properties and click OK. The property labels are added to the New Taxonomy Registration dialog.

  3. Add the property values.

    Note:

    To delete a Taxonomy Registration property, select the property and click the Delete button—The image shows the Delete button..

  4. Click Save to upload and save the new taxonomy registration.

Updating Existing Taxonomy Registration

Note:

You do not need to restart the server when you update an existing taxonomy.

  Updating a taxonomy:

  1. On the Disclosure Management page, select the Taxonomy Manager button—The image shows the Taxonomy Manager button.. The Taxonomy Manager page displays the current taxonomy list registered with Disclosure Management.

  2. Select the taxonomy you wish to update, and click the Edit button—The image shows the Edit button.. The Update Taxonomy Registration dialog is displayed where you can upload an updated copy of the taxonomy and/or edit properties.

    The image shows the Update Taxonomy Registration dialog.
  3. To update taxonomy files, add or edit the following information by clicking on the field names, and then entering the values.

    • Taxonomy Upload (.zip archive)—Click the Browse button to select the new taxonomy version to upload from your local machine. The taxonomy fills in the File Name and File Size information for your review.

    • Entry Point—Click on Entry Point and enter the entry point of the taxonomy in the zip file. for example: orcl-20130531.xsd

    • Taxonomy Name—Enter the label associated with the entry point.

    • Folder Name—Enter the folder name.

  To set or modify additional (optional) properties

  1. Click the New button—The image shows the New button.. The Add Properties pop-up is displayed.

    The image shows the Add Properties pop-up.
  2. Select All or individual properties and click OK. The property labels are added to the Update Taxonomy Registration dialog.

  3. Add the property values.

    Note:

    To delete a Taxonomy Registration property, select the property and click the Delete button—The image shows the Delete button..

  4. Click Save to upload and save the updated taxonomy registration.

Deleting Existing Taxonomies

You can delete existing taxonomies from the Taxonomy Manager.

  To delete an existing taxonomy:

  1. On the Disclosure Management page, select the Taxonomy Manager button—The image shows the Taxonomy Manager button.. The Taxonomy Manager page displays the current taxonomy list registered with Disclosure Management.

  2. Select a taxonomy root node, and then click the Delete button—The image shows the Delete button.. A challenge dialog indicates that the selected taxonomy will be deleted from the server: “Are you sure you want to delete the taxonomy registration? Performing this operation will unload this taxonomy from the server. It is recommended that no other users be logged in and using the same taxonomy.

  3. Select Yes. The system will delete the taxonomy from the server.

Viewing Registered Taxonomies

You can view which taxonomies are currently registered in the taxonomy cache.

  To view registered taxonomies:

  1. On the Disclosure Management page, select the Taxonomy Manager button—The image shows the Taxonomy Manager button..

  2. Click the Refresh button—The image shows the Refresh button..

Refreshing the Taxonomy List View

You can refresh the taxonomy list view in Disclosure Management by selecting the Taxonomy Manager button (The image shows the Taxonomy Manager button), and then clicking the Refresh button (The image shows the Refresh button) on the Taxonomy Manager pane.

Downloading an Existing Taxonomy

If you need to make updates to an existing taxonomy, you can download the taxonomy to your client computer.

  To download an existing taxonomy to the client computer:

  1. On the Disclosure Management page, select the Taxonomy Manager button—The image shows the Taxonomy Manager button..

  2. Select a taxonomy, and then click the Download button—The image shows the Download button. The File Download dialog is displayed:

    The image shows the File Download dialog.
  3. Click Save to start the download process. The File Open dialog is displayed where you can select a location to save the taxonomy archive.

  4. Select a location and click Save.

Unload Active Taxonomy

You can unload a currently active taxonomy from the server's taxonomy cache.

Unload taxonomy button