Site Hub Administrator – Defining Attributes

Site Hub Administrator - Defining Attributes 4 - 2 Objectives After completing this lesson, you should be able to: Understand Site Hub setup steps View attributes, attribute groups, and assignments Create and assign attribute groups for site entities Create and assign attribute groups for location entities Create and assign attribute groups for trade area entities Define attribute pages Associate Value Sets Definitions Please refer to the additional guide for labs and demos for this lesson. Site Hub Administrator - Defining Attributes 4 - 2

Site Hub Administrator - Defining Attributes 4 - 3 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Instructor Note Refer participants to the Oracle Site Hub User’s Guide for detailed information regarding setup and implementation prerequisites. Site Hub Administrator - Defining Attributes 4 - 3

Site Hub Setup Steps Assign Purposes Location Attribute Pages Trade Attributes & Groups Map Preferences Lookups Profiles Site Attribute Pages Assign Countries Assign Trade Area Groups Location Attributes & Groups Create Trade Groups Trade Attribute Pages Site Attributes & Groups Site Hub Setup Steps Define Lookups (Required) Lookups are used to display information in application pages. Set Profile Options (Required) Profile options specify how Site Hub controls access and processes data. Create Site Attribute Groups and Attributes (Optional) Attributes associated to a site capture characteristics. Site Hub provides seeded attributes and you can define additional attributes specific to your business requirements. Assign Attribute Groups to Site Purposes (Required if Creating Site Attribute Pages) Assigning a site attribute group to a site purpose is used for viewing and editing associated attributes for sites with corresponding purposes, and required if creating site attribute pages. Define Site Attribute Pages (Required if Site Attribute Groups Defined) You can create attribute pages to group and categorize site records for ease of data viewing. Create Location Attribute Groups and Attributes (Optional) The location of a site can be any geographical place associated in the context of a country. Assign Location Attribute Groups to Countries (Required if Creating Location Pages) Assigning a location attribute group to a country is used for viewing location attributes, and required if creating location attribute pages. Site Hub Administrator - Defining Attributes 4 - 4

Site Hub Setup Steps Assign Purposes Location Attribute Pages Trade Attributes & Groups Map Preferences Lookups Profiles Site Attribute Pages Assign Countries Assign Trade Area Groups Location Attributes & Groups Create Trade Groups Trade Attribute Pages Site Attributes & Groups Site Hub Setup Steps (continued) Define Location Attribute Pages (Required if Location Attribute Groups Defined) You can create attribute pages to group and categorize location records for viewing. Create Trade Area Groups (Optional) Trade area groups define trade area regions. You can define up to 5 trade areas groups. Create Trade Area Attribute Groups and Attributes (Optional) Trade area groups are typically used for site selection screening and market analysis. Assign Trade Area Attribute Groups to Trade Area Groups (Required if Creating Trade Area Group Pages) Assigning a trade area attribute group to a trade area is used for viewing associated attributes, and required if creating trade area group attribute pages. Define Trade Area Attribute Pages (Required if Trade Area Attribute Groups Defined) You can create attribute pages to group and categorize trade area group records for ease of data entry and viewing. Define Map Preferences (Optional) Site Hub offers the ability to view sites on a map using Google Maps. Site Hub Administrator - Defining Attributes 4 - 5

Site Hub Administrator - Defining Attributes 4 - 6 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 6

Overview of Attributes Site Hub uses business entities (objects) of Site, Location, and Trade Area Group. Attributes associated to these entities capture characteristics and functional areas in your sites. Site Hub Entities Overview of Attributes Attributes are used to capture information for Site Hub business entities. The Trading Community Architecture Enabling Infrastructure layer is the underlying structure for this entity data; there are corresponding to tables in TCA for managing the entities. Site Location Trade Area Site Hub Administrator - Defining Attributes 4 - 7

Overview of Attributes Site Hub provides seeded attributes and supports user-defined attributes for site, location, and trade area groups to capture your organization’s functional requirements. Overview of Attributes User-defined attributes provide flexibility in defining and capturing attributes specific to an organization, an industry, a geography, or proprietary data. The Administrator defines attributes, attribute groups attribute pages, and assignments in the Site Hub Administrator Role pages. You can: Define a comprehensive list of custom attributes specific to your business requirements Use attributes from third party external applications Search site records based on specific attribute values On the Create Attribute page, enter values in the required fields for: Internal Name Display Name—name displayed on the page Sequence—determines the order listed of the attribute when creating attribute pages Column—specifies the column name where the attribute is stored in the database table Instructor Note Refer participants to Creating Attributes, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Attribute Location Attribute Trade Area Group Attribute Site Hub Administrator - Defining Attributes 4 - 8

Site Hub Administrator - Defining Attributes 4 - 9 Attribute Groups Attributes can be categorized and grouped within Site, Location, and Trade Area Group business entities. Attribute Groups Sites may have similar attributes such as a collection of stores or branches that are similar in size, merchandise, or marketing areas. You can group attributes based on business functions and: Define an unlimited number of attribute groups. Reuse the same attribute group across different sites. Filter the search display using attribute group values When creating attribute groups, choose a behavior mode for your record: Single-Row associates one attribute value with each attribute—that is, data is captured in a one-to-one relationship. Multi-Row associates multiple sets of attribute values with the same attribute—that is, data is captured as a table of values. Number of columns in the page layout—the number of columns to appear in the attribute group pages. Number of rows in the page layout—for multi-row groups only, the number of rows to appear in the attribute group pages. The setup of attributes for each business entity is similar. The exception is of the requirement of creating trade area records before creating for the trade area group attributes. Site Hub Administrator - Defining Attributes 4 - 9

Attribute Group Assignments Assigning attribute groups is an important step for viewing and editing associated attributes with corresponding business entities. Assign attribute groups to: Site Purposes for Sites Countries for Locations Trade Areas for Trade Area Groups Purpose (Retail) Country Trade Area Site Hub Administrator - Defining Attributes 4 - 10

Site Hub Administrator - Defining Attributes 4 - 11 Attribute Pages Attribute pages are a view used to display attribute groups separately in categories. You can create attribute pages for each site, location, and trade area group entity. Attribute Pages Attribute pages are views of the attribute group categories: You must assign site purposes, countries, and trade area groups to attribute groups in order to create attribute pages. Pages can contain one or more attribute groups. Site data for attribute pages is entered and viewed on the site record, in the Attributes tabbed region. Associated attribute pages are visible on the site map when the site icon is selected. Site Hub Administrator - Defining Attributes 4 - 11

Site Hub Administrator - Defining Attributes 4 - 12 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 12

Creating Site Attribute Information Attributes created for retail sites might consist of: Site start times Site end time hours Store type Number of parking spaces Base rent Lease class Creating Site Attribute Information Sites may have similar features such as opening and closing hours, parking facilities, and rental information. These features of sites are captured in the attribute records. Navigate to the Create Attribute page from the Sites tabbed region of the Administrator page to view, create, and edit attribute records. Instructor Note Refer participants to Creating Attributes, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 13

Site Hub Administrator - Defining Attributes 4 - 14 Site Attribute Groups You can group attributes based on business functions. Examples of site attribute groups for the previous attributes are: Operating Hours - Site start times, Site end time hours Retail Mall Stores - Store type Parking - Number of parking spaces Leasing Information - Base rent, Lease class Site Attribute Groups The Sites tabbed region of the Site Administrator home page opens displaying all existing site attribute groups. You can filter the display by using a combination of values. The results region displays records in a tabular format with the following information: Display Name, Internal Name, Description, Business Entity, Type, Behavior, and Database View. Instructor Note Refer participants to Site Attributes, Oracle Site Hub User’s Guide for detailed information regarding site attribute group creation. . Site Hub Administrator - Defining Attributes 4 - 14

Site Purpose Assignments Assigning attribute groups to site purposes is an important step for viewing and editing associated site attribute groups. Site Purpose Assignments Attributes define the characteristics of the site, and purposes specify the function used for the site. A comprehensive list of attributes can be defined for segments of industries, designated as purposes in Site Hub. For example, in the retail industry—site purposes can include department stores, specialty stores, supermarkets, convenience stores, and chain drug stores. The Attributes Group and the Attribute Pages tabbed regions display all the assignments for the purpose selected. Use the Assignments page to add attribute groups to a site purpose. Instructor Note Refer participants to Viewing and Creating Site Attribute Assignments, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 15

Site Hub Administrator - Defining Attributes 4 - 16 Site Attribute Pages Attribute pages can be created for site purposes, you can: Assign multiple pages to a purpose. Pages appear when the site icon is selected on the map or on the site record. Number: 123456 Name: Retail Store 1 Tenure Information Tenure: Owned Owner: ABC Corp Site Attribute Pages You can create attribute pages to group and categorize site information for ease of data entry and viewing. Site data for Attribute Pages is entered and viewed on the site record, in the Attributes tabbed region: Site purposes must be assigned in order to create attribute pages. Pages can contain one or more attribute groups. Associated attribute pages are visible on the site map when the site icon is selected. Site Hub Administrator - Defining Attributes 4 - 16

Site Hub Administrator - Defining Attributes 4 - 17 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 17

Creating Location Attribute Information Attributes created for retail locations might consist of: Average temperature Rainfall percent Zone Parcel Number Broker Construction Type Creating Location Attribute Information Locations may have similar features such as weather conditions, property zones, and building information. These features of sites are captured in the attribute records. Navigate to the Create Attribute page from the Locations tabbed region of the Administrator page to view, create, and edit attribute records Instructor Note Refer participants to Creating Attributes, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 18

Location Attribute Groups You can group location attributes based on characteristics. Examples of location attribute groups for the previous attributes are: Weather – Average temperature, Rainfall percent Location Map – Zone, Parcel General Location Info – Broker, Construction Type Location Attribute Groups Location attributes are grouped by business function. The Locations tabbed region of the Site Administrator home page opens displaying all existing location attribute groups. You can filter the display by using a combination of values. The results region displays records in a tabular format with the following information: Display Name, Internal Name, Description, Business Entity, Type, Behavior, and Database View. Instructor Note Refer participants to Location Attributes, Oracle Site Hub User’s Guide for detailed information regarding site attribute group creation. Site Hub Administrator - Defining Attributes 4 - 19

Location Country Assignments Assigning attribute groups to country locations is an important step for viewing and editing associated attributes with locations. Location Country Assignments Assigning a location attribute group to a country is used for viewing location attributes, and required if creating location attribute pages. Attributes define the characteristics of the location, and countries specify the place of the site. A comprehensive list of attributes can be defined for segments of locations in Site Hub. The Attributes Group and the Attribute Pages tabbed regions display all the assignments for the country selected. Use the Assignments page to add attribute groups to a country location. Instructor Note Refer participants to Viewing and Creating Location Attribute Assignments, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 20

Location Attribute Pages Attribute pages can be created for locations, you can: Assign multiple pages to a country. Pages appear when the site icon is selected on the map or on the site record. Parcel No: 5555444 Status: Open Broker: M. Smith Zone: ABC. Location Attribute Pages You can create attribute pages to group and categorize location information for ease of data entry and viewing. Assigning a location attribute group to a country is required if creating location attribute pages. Site Hub Administrator - Defining Attributes 4 - 21

Site Hub Administrator - Defining Attributes 4 - 22 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 22

Creating Trade Area Groups Trade areas are used to define trade regions. You can: Define multiple trade area regions for each site Capture trade area attributes View areas on a map Creating Trade Area Groups A trade area is used in Site Hub for marketing, education, or advertising. You can create primary, secondary and tertiary trade areas for sites. For example, the primary trade areas could be defined as the nearest source of customers, secondary as residential neighborhoods where customers live, and the tertiary trade area can consist of customers farther away. Each trade area group can have multiple trade areas defined and associated user-defined attributes, you can: Define up to 5 trade areas for each of your sites Capture demographics in the attributes View areas on a map as concentric circles around your sites Instructor Note Refer participants to Viewing and Creating Trade Area Groups, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 23

Creating Trade Area Groups Trade area groups are used for site screening and market analysis. You can create inclusive and exclusive types. Creating Trade Area Groups The trade areas can be of types: Radii trade areas are inclusive, meaning they include the whole area within the circle. Donut trade areas are exclusive, meaning each trade area only covers the outer part of the circle (which is not covered by the inner circle). The radius of each trade area can be defined in kilometers or miles. In the Trade Area Details region, set a Maximum Radius for each of the trade areas selected. Site Hub Administrator - Defining Attributes 4 - 24

Site Hub Administrator - Defining Attributes 4 - 25 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 25

Creating Trade Area Group Attribute Information Trade area groups, attribute groups, and attributes might consist of the following combination example: Trade Area Group Trade Area Attribute Groups Trade Area Attributes Demographics Population Male Female Traffic Traffic Patterns Pedestrian Morning start time Creating Trade Area Group Attribute Information Trade areas may have similarities in features such as the population demographics and the traffic patterns. These features of trade area groups are captured in the attribute records. Navigate to the Create Attribute page from the Trade Areas tabbed region of the Administrator page to view, create, and edit attribute records. Trade area group attributes are grouped by business function. The Trade Areas tabbed region of the Site Administrator home page opens displaying trade areas. You can select the Attribute link to view all existing trade area group attributes. Filter the display by using a combination of values. The results region displays records in a tabular format with the following information: Display Name, Internal Name, Description, Business Entity, Type, Behavior, and Database View. Instructor Note Refer participants to Trade Area Attribute Groups, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 26

Trade Area Group Assignments Assigning attribute groups to trade area groups is an important step for viewing and editing associated attributes. Trade Area Group Assignments Attributes define the characteristics of the trade area, and trade area groups specify the function used for the trade area. A comprehensive list of attributes can be defined for segments of sales, marketing, and demographics of your trade areas. For example, in the retail industry—trade area groups can include the nearest sites, sites farther away, and competitor sites. The Attributes Group and the Attribute Pages tabbed regions display all the assignments for the trade area group selected. Use the Assignments page to add attribute groups to a trade area group. Instructor Note Refer participants to Viewing and Creating Trade Area Group Attribute Assignments, Oracle Site Hub User’s Guide for detailed information regarding attribute creation. Site Hub Administrator - Defining Attributes 4 - 27

Trade Area Group Attribute Pages Attribute pages can be created for trade area groups, you can: Assign multiple pages to a trade area group. Pages appear when the site icon is selected on the map or on the site record. Traffic Pattern Start: 7:00 am End: 8:00 pm Vehicle Pattern: Heavy Trade Area Group Attribute Pages You can create attribute pages to group and categorize trade area information for ease of data entry and viewing. Trade area data for Attribute Pages is entered and viewed on the site record, in the Attributes tabbed region: You must assign trade area groups in order to create attribute pages. Pages can contain one or many attribute groups. Associated Attribute Pages are visible on the site map when the site icon is selected. Site Hub Administrator - Defining Attributes 4 - 28

Site Hub Administrator - Defining Attributes 4 - 29 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 29

Associating Value Sets When creating your attributes, you can create records with validation logic to support the needs of your organization. Associating Value Sets Oracle Application Object Library uses values, value sets, and validation tables as components of flexfields and standard request submission. In Oracle Site Hub, attributes capture all the detailed information about sites. Creating records with validation logic is enabled by associating value sets with your attributes. Value sets have the following features in Site Hub: Attributes can have a static or dynamic list of valid values, or a range of values. You can optionally specify a value set with data type and validation rules to be applied when entering data. Value sets can be reused for different attributes. You can create child value sets that are subsets of a parent value set. The parent value set includes all possible values while the child value sets include some of the values from the parent value set. Associate values sets in the Maintain Value Sets page, in the Value Sets tabbed region of the Administrator. All existing records appear in the Value Sets region of the page. Instructor Note Refer participants to Overview of Values and Value Sets, Oracle Applications Flexfields Guide, and Value Sets for User-Defined Attributes, Oracle Product Information Management Implementation Guide. Site Hub Administrator - Defining Attributes 4 - 30

Site Hub Administrator - Defining Attributes 4 - 31 Agenda Overview of Site Hub Setup Sets Overview of Attributes Creating Site Attribute Information Creating Location Attribute Information Creating Trade Area Groups Creating Trade Area Group Attribute Information Associating Value Sets Summary Site Hub Administrator - Defining Attributes 4 - 31

Site Hub Administrator - Defining Attributes 4 - 32 Summary In this lesson, you should have learned how to: Setup Site Hub View attributes, attribute groups, and assignments Create and assign attribute groups for site entities Create and assign attribute groups for location entities Create and assign attribute groups for trade area entities Define attribute pages Associate attribute value sets definitions Site Hub Administrator - Defining Attributes 4 - 32