You set up People Explorer in the People Explorer Administration tool, where you upload data source files, configure attributes, entities and relationship, and set roles and permissions.
You have activated People Explorer.
For more information, see Activating the Social Content Administration Role.
You have activated the Social Content Admin role.
For more information, see Activating People Explorer.
You are assigned the portal Content Admin role and the Social Content Admin role.
To open the People Explorer Administration tool, in the portal, navigate to .
To navigate back to the main administration window, choose Home.
The following table describes the workflow of setting up People Explorer, and provides links to detailed step-by-step procedures.
Task |
Description |
More Information |
---|---|---|
Manage Data Providers |
Upload data source files (CSVs) to the system. |
|
Manage Attributes |
Define attributes and attribute groups. |
|
Manage Entities |
Create entities and map entity attributes to CSV files. |
|
Manage Relationships |
Define and create relationships between entities, and map relationship entities to CSV files. View relationship details after creation. |
|
Manage Roles |
Define roles and permissions, and assign roles to entities. |