Modifying Taxonomy Details
You can modify an existing taxonomy information by using the Taxonomy Details page. You can access this page only if you have the Use the Administration UI permission.
You can modify taxonomies only if you have Manage Taxonomies permission. The modification is broken up across different profiles in the Taxonomy Details page, which means that modifications done in each profile are independent of each other and must be saved individually. The modifications you can perform in each profile is outlined in the subsequent sections.
To modify the details of a taxonomy
1. In the CentraSite Business UI activity bar, click Taxonomies.
A list of defined taxonomies is displayed in the Taxonomies page.
2. Click a taxonomy for which you want to modify the attributes.
The Taxonomy Details page is displayed. Also, the Actions bar displays a set of actions that are available for working with the displayed taxonomy.
3. In the Taxonomy Details page, change values of the attributes in the respective fields as required.
4. To add categories and subcategories to the taxonomy, do the following:
a. On the Actions bar of the taxonomy, click the Add Category icon.
This opens the Add Category dialog box.
b. In the Add Category dialog box, provide the required information for each of the displayed data fields.
Field | Description |
Category Name | The name of the category. This is the name that users will see in the taxonomy hierarchy when they view the list of assets using the Choose Taxonomies list. The name must be meaningful (for example, Business Application Systems, not BAS). Note:
A category name does not need to be unique within the taxonomy. However, to reduce ambiguity, you should avoid giving multiple categories the same name. |
Description | Optional. The description for the category. |
c. Click OK.
d. To expand or collapse the categories, click the chevron next to the category name.
5. To further add sub-categories, modify, or delete categories that are displayed in the Categories section, do the following:
Add a Sub-Category1. In the list of categories, hover over the category to add a sub-category.
This displays icons for one or more actions that you can perform on the category.
2. Click the Add icon.
3. In the Add Category dialog box, provide the required information for the displayed data fields.
4. Click OK.
Repeat for each category you want to add.
Modify a Category 1. In the list of categories, hover over the category whose details you want to modify.
This displays icons for one or more actions that you can perform on the category.
2. Click the Edit icon.
3. In the Edit Category dialog box, provide the required information for the displayed data fields.
4. Click OK.
Repeat for each category you want to modify.
Delete a Category 1. In the list of categories, hover over the category that you want to delete.
This displays icons for one or more actions that you can perform on the category.
2. Click Delete.
3. Click OK in the confirmation dialog box.
Repeat for each category you want to delete.
6. After you have made the required changes, click Save to update the taxonomy information.