Show TOC

Working with EntitiesLocate this document in the navigation structure

Prerequisites

  • You are assigned the portal Content Admin role.

  • You have activated the Social Content Admin role.

  • You have defined the required attributes and attribute groups.

Context

The following procedure describes how to create a new entity type and map its attributes to the relevant columns in the data source files.

You can also use the steps in this procedure to edit an existing entity type. When editing the mapping of entity attributes to columns in the data source file, the changes are applied only after performing a data load. For more information, see Loading Data to People Explorer.

Procedure

  1. In the People Explorer Administration window, select Start of the navigation path Entities Next navigation step Create Entity End of the navigation path.

    The Create Entity window appears.

    The progress bar on the right indicates the current step.

  2. If you are creating a new entity, in the Name field, enter a name for the entity.
  3. From the Type dropdown list, select an entity type to use as a template or create a new type.

    When you select an existing type, the Profile panel displays the profile of the selected entity type.

  4. If the entity type is for profiles of users, select the Is a user checkbox.
  5. Choose Next.
  6. Configure the entity profile:

    • To add an attribute group, drag the group from the System Attributes panel on the left into the content area.

      The group is added as the last group.

    • To add a standalone attribute to an existing presentation group, drag the attribute from the System Attributes panel on the left to the presentation group in which to display the attribute. You can add an attribute to more than one presentation group.

    • To create a new presentation group for standalone attributes, choose Create New Group, enter a display name, and choose OK.

    • If the entity type does not contain a General Information presentation group, choose Create General Information Group to create it.

      Note

      New entity types include a General Information presentation group by default. You can configure the attributes for the General Information group as for any other presentation group in the entity. Consider display implications when adding attributes; we recommend that you add a small number of attributes and do not add attribute groups or multi-value attributes.

      Note

      Using the Create New Group button and calling the new group General Information does not create the system General Information group, and it will not be displayed when you hover over a profile display name.

    • To remove a group or an attribute, choose Remove.

      Note

      You can only remove standalone attributes from presentation groups. You cannot remove an attribute from an attribute group.

    • To change the display order of groups, use Up and Down icons.

  7. Choose Next.
  8. Map the entity attributes to the columns of the data source file:

    • To map an entity attribute to a data source column, drag a column name from the Data Sources panel on the left, and drop it next to the corresponding attribute.

      Note

      You do not need to map attributes in the General Information group that already exist in other presentation groups if the mapping is done for those groups.

    • To map an entity attribute to a constant value, select Constant from the dropdown list, and enter the string value.

    • To remove a mapping, choose Remove.

    Note

    You must map a column to the Display Name attribute.

  9. Choose Next.
  10. Define the unique identifiers of the entity:

    1. Choose Click here to add an identifier.

      A selection box appears.

    2. Select an attribute that uniquely identifies the entity and select the matching column.

    3. Choose Link to.

      Note

      Link to is enabled only when more than one data source is defined.

      You use Link to to define links between matching columns in different data sources, to enable the system to identify the required attributes of an entity across multiple data sources.

      When using online and offline data sources the user login ID in the CSV file that is mapped to the Unique User Identifier (UUID) must match the login ID of the user.

    4. In the Link Data Sources dialog box, select a column in the left panel.

    5. Expand the tree on the right and select the matching column from one of the other data sources.

    6. Choose OK.

  11. Choose Next.
  12. Define the primary data source, when using multiple data sources:

    • To define a data source as primary, select its Primary data source check box.

  13. Choose Done to create the entity.
Related Information