Main Window for Business Data Network

You can use the main window for SAS Business Data Network to review and maintain the terms that you have entered in a term list. If your login has been granted appropriate privileges, you can edit terms here. Otherwise, you can only view them.

The following display shows a sample SAS Business Data Network main window:

Main Window

The Action button at the top of the window generates the menu shown in following display:

Top Menu

This top menu enables you to perform the following functions:

Receive notification of new terms or changes to existing terms that specify you as a contact
Display SAS Lineage
Display Term Type Manager
Display Deleted Terms
Display the Authorization — Root Level window
Refresh the SAS Business Data Network window

The toolbar above the navigation tree contains an Action button and tool buttons, as shown in the following display.

Navigation Tree Menu

You can use these tools to create and maintain tags with the following functions:

Create new tags
Rename a selected existing tag
Delete a selected existing tag
Display theAdd Terms to Tag window
Display a selected tag in SAS Lineage

The navigation tree contains the following elements:

All Terms
Notifications
My Drafts
Search
Tags
Filter

The All Terms element displays a list of the non-collaborative terms entered into SAS Business Data Network by the user currently signed in to SAS Business Data Network. It also displays the terms in collaborative flows for which the current user is a potential or actual owner. Similarly, the Notifications element displays a list of the collaborative terms entered into SAS Business Data Network for which the current user is a potential or actual owner. The terms must be created and managed through a collaborative review and approval process. The same restriction applies to the My Drafts view for draft terms in collaborative flows, although it also shows all non-collaborative drafts that the current user has created. See Approving Collaborative Termsfor more information.

The Action button and the toolbar above the list are shown in the following display:

Terms Menu

These tools enable you to perform the following functions that you can use to manage terms that you select in the list:

Create a new term
Open a selected term
Open and edit a selected term
Publish a selected term to the workflow
Restore a selected term to the last published version
Perform a selected workflow action on a selected term (such as claim and approve or reject changes)
Select a parent for one or more selected terms (or remove it from a parent to child relationship)
Unlock a selected term
Rename a selected term
Duplicate a selected term
Delete one or more selected terms
Display the Manage Tags window
Display the Authorization window
Import terms from a file. For information, see Import Terms.
Export one or more selected terms to a file. For information, see Export Terms
Send a message to all of the contacts attached to the selected term
Display a diagram that shows how a selected term is related to other terms, tags, contacts, links, and other external items associated with the term
Save a selected term as a PDF report that summarizes information about the term

Note that property tabs are displayed below the list of terms for the currently selected term. See View or Edit Term Window for descriptions of the tabs.

The Search element is shown in the following display:

Search Field

The search feature provides a field to search for terms entered into SAS Business Data Network. The function searches the terms' names, descriptions, attribute values, and notes to find matching terms. The subset of terms that matches the search text is displayed in a terms table below the Search field. The first result in the list is selected and its property tabs are displayed. All of the term management functions that are enabled for the All Terms list are also available for this list.

The Tags element displays the tags that you add to your terms. When you click a tag, the terms list is constrained to display only the terms that are associated with the selected tag.

The Filter element is shown in the following display:

Filter

The filter feature provides a set of tools that you can use to filter the list of terms. You can filter by term name, type, importance, status, period of last modification, workflow, and user name. Note that you can filter on multiple types, level of importance, and status at once.