1. Using the Hierarchy Workbench
Appendix – Integration with Assets, Locations, and Organizations

2. Appendix – Integration with Assets, Locations, and Organizations 7 - 2
Objectives
After completing this lesson, you should be able to:
View Site Hierarchies
Create Site hierarchies
Associate nodes and sites to hierarchies
Compare Site hierarchies
Please refer to the additional guide for labs and demos for this lesson.
Appendix – Integration with Assets, Locations, and Organizations

3. Appendix – Integration with Assets, Locations, and Organizations 7 - 3
Agenda
Overview of the Hierarchies Workbench
Setting up Site Hierarchies
Editing Site Hierarchies
Compare Hierarchies
Summary
Appendix – Integration with Assets, Locations, and Organizations

4. Overview of Hierarchies Workbench
The hierarchy workbench is a easy to use rich UI for performing all site hierarchy related tasks. The hierarchies workbench could be used for
Viewing Site Hierarchies
Manipulating Site Hierarchies
Comparing Hierarchies side by side
A hierarchy is a classification of relationships, grouped at several levels.
This grouping is used in maintenance, analysis, and site decisions.
Appendix – Integration with Assets, Locations, and Organizations

5. Setting Up Site Hierarchies
Corporate Hierarchy
West
East
South
Site Hierarchies can be set up using the hierarchies workbench
Add nodes and sites to the root
Manipulate the node to node, node to site and site to site relationships
Define relationship rules
Appendix – Integration with Assets, Locations, and Organizations

6. Editing Site Hierarchies
You can edit a hierarchy structure, by:
Moving position of sites and nodes
Deleting sites and nodes
Add new nodes and sites
Copy one hierarchy structure to another
Setting Up Site Hierarchies
When you define a hierarchy, you add nodes to the tree structure. Hierarchies consist of top level nodes, and child nodes. The child node can be either a node of the hierarchy, or the sites attached to the hierarchy. Site Hub enables you to:
Update existing nodes by changing name and description
Add additional nodes to the hierarchy
Copy portions of the node structure to other areas of the hierarchy
Delete nodes from the hierarchy
Move nodes within the hierarchy
Site Hub User Role – Managing Sites

7. Comparing Site Hierarchies
Hierarchies Workbench enables you to compare site hierarchies side by side. Information displayed can aid in examining and comparing hierarchy alignment
Comparing Site Records
Select records from either the Simple Search or Advanced Search pages for comparing sites:
Select at least two sites, and up to 5 site records
Choose Compare in the Select Site box to display the View Comparisons page.
Appendix – Integration with Assets, Locations, and Organizations

8. Appendix – Integration with Assets, Locations, and Organizations 7 - 8
Summary
In this module, you should have learned how to:
Use the Hierarchies Workbench
Create new site hierarchies
Edit/Update existing hierarchies
Compare site hierarchies
Appendix – Integration with Assets, Locations, and Organizations