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Setting Up People ExplorerLocate this document in the navigation structure

Use

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.

Prerequisites
Features

To open the People Explorer Administration tool, in the portal, navigate to Start of the navigation path Content Administration Next navigation step Social Content Management End of the navigation path.

Note

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.

Managing Data Providers

Manage Attributes

Define attributes and attribute groups.

Managing Attributes

Manage Entities

Create entities and map entity attributes to CSV files.

Managing Entities

Manage Relationships

Define and create relationships between entities, and map relationship entities to CSV files. View relationship details after creation.

Managing Relationships

Manage Roles

Define roles and permissions, and assign roles to entities.

Managing Roles