1. 6 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Site Hub User Role – Managing Sites

2. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 2 Objectives After completing this module, you should be able to: Search for site records View site record information Create new site records Import data and export records into Site Hub Edit and maintain site records Use the site map Define site clusters Set up site hierarchies

3. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 3 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

4. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 4 Overview of the Site Hub User Role Oracle Site Hub provides a central place to store and maintain all information about sites in organizations. The Site Hub User role is responsible for site creation and management.

5. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 5 Overview of the Site Hub User Role The Site User creates sites using multiple methods. Once created — attribute groups and pages, assets, inventory organizations, contacts, and attachments are assigned to the site.

6. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 6 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

7. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 7 Searching for Site Records Search capability for finding existing records is available in two modes: Simple Search enables searching when some specific information such as name or site number is known. Advanced Search provides searching using multiple search criteria and conditional qualifiers.

8. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 8 Simple Search For simple searches, choose a value on the Simple Search page for Name, Number, or Status — and select Go to display the results of your search. Name Number Status

9. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 9 Advanced Search For the advanced search function, select specific attribute values and conditional qualifiers for a focused search result set. For example — you can search sites: In a particular location With specific facilities And specific operating hours

10. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 10 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

11. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 11 Viewing Site Information All information about a site is visible in the View Site page. Site records contain name, address, contacts, geometric coordinates, attribute data, and associations with other Oracle applications.

12. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 12 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

13. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 13 Creating New Site Records There are several methods for creating new sites including: Manual entry Copying from an existing record or template Importing and exporting process Using a web service

14. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 14 Creating New Site Records When you create new site records—you add basic information, addresses, site purposes, attribute data, and attachments. AddressPurposeOrganizationAttributes

15. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 15 Creating New Site Records After entering basic information, address, and purpose, you can save your site record—or add more detail. The Detail Information page displays Attributes and Attachments tabs: Attributes—if attribute pages have been created—add specific site data to pages. Attachments—add documents, URLs, text, and other attachments.

16. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 16 Creating Sites Using Templates Templates are used to create sites with similar characteristics. Template records are retrieved by Country value.

17. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 17 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

18. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 18 Using the Import and Export Function Data can be imported from other sources, you can: Import data into a spreadsheet Export records into Site Hub Batch ImportExport

19. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 19 Using the Import and Export Function Enter new records and edit in the spreadsheet. When data entry is complete, choose Upload to move records into Site Hub.

20. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 20 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

21. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 21 Editing and Maintaining Site Records The Update Site page is used to edit information in these regions: Basic Information Associations Attributes Contacts Attachments Assets

22. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 22 Editing and Maintaining Site Records Some regions and fields are only visible if there is an association with particular values or applications. AddressPurposeOrgAttributesContact Property Attach

23. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 23 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

24. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 24 Using the Site Map The Site map displays sites, trade areas, and other relevant information in a visual format. Trade Areas are shown as concentric circles around sites. Attribute Pages for a selected site display in a dialog box. You can use different graphics for site icon markers.

25. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 25 Using the Site Map In the Mapped Sites detail region, summary information displays for all on sites appearing on the map. The Key Site is the site you use to access the map. Key sites are the focal point for comparisons. You can perform these actions on selected sites.

26. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 26 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

27. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 27 Defining Site Clusters Site Hub provides the ability to group sites with shared characteristics into clusters. The grouping is at one level only. Examples can include site groups with: Specific annual revenue range and size Retail stores for a particular company Geographic based groupings

28. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 28 Defining Site Clusters A number of functions can be performed for the cluster: Export records to a spreadsheet Map All to display all sites in the cluster on the Site Map Compare sites Assign assets, property, or organizations to sites

29. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 29 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

30. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 30 Setting Up Site Hierarchies A hierarchy is a classification of relationships, grouped at several levels. This grouping is used in maintenance, analysis, and site decisions. Corporate Hierarchy West East South

31. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 31 Setting Up Site Hierarchies The hierarchy record displays nodes and sites for the hierarchy. You can drilldown to specific site records. Nodes are created below the hierarchy record. Sites are added to nodes. If you select the record, you can view site details.

32. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 32 Editing Site Hierarchies You can edit the hierarchy node structure, such as: Copy Structure Delete Node Move Node Remove Node

33. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 33 Agenda Overview of the Site Hub User Role Searching for Site Records Viewing Site Information Creating New Site Records Using the Import and Export Function Editing and Maintaining Site Records Using the Site Map Defining Site Clusters Setting Up Site Hierarchies Summary

34. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1 - 34 Summary In this lesson, you should have learned how to: Search for site records View site record information Create new site records Import data and export records into Site Hub Edit and maintain site records Use the site map Define site clusters Set up site hierarchies