Navigating the home page

The Persona-based UI provides an enhanced user interface, which includes improved navigation experience, search, and collaboration areas on a home page depending upon your role and privileges.


Navigation and Role privileges

Navigation

Login > Home page

Role privileges
Subfeature Admin Basic Catalog Manager Category Manager Content Editor Digital Asset Manager Full Admin GDS Supply Editor Merchandise Manager Service Account Solution Developer Vendor
Digital Asset Management            

There are 3 distinct sections in the home page.
  1. A main section that displays the following:
  2. A Left pane that displays quick link to various pages.
  3. An Header section that displays application name and icons.

Data model summary

The data model summary displays the total number of the following in a company depending on your role.
Type Description
Items Click to open the Data Explorer. For more information, see Using Data explorer.
Catalogs Click to open Catalog console. For more information, see Using Catalog console.
Hierarchies Click to open Hierarchy console. For more information, see Using Hierarchy console.
Categories Click to open the Data Explorer. For more information, see Using Data explorer.
Assets Click to open Digital Assets Management page. For more information, see Using Data management.
Workflows Click to open Workflow console. For more information, see Using Workflow console.
Specs Click to open Spec console and Attribute collection page. For more information, see Using Spec console and Using Attribute collection console.
Lookup tables Click to open Lookup table console. For more information, see Using Lookup table console.

My tasks

Displays Collaboration area (), Category (), and Product Family collaboration area () as cards. The total number of entries in any type of card is displayed to the right of the card name. You can click to load more cards. Click Id to directly open the entry in the single-edit page. Click to filter the cards. In the Filter tasks pop-up window, filter by any of the following, and click Apply:
  • Task name
  • View empty tasks
  • View empty steps
To further sort the task names, click Ascending or Descending.

A card might have a red flag (high priority) or an amber flag (medium priority) depending upon the timeout status that is specified for any entry in a step. If a card has a red flag, you need to take immediate action for all the expiring entries. Click any <workflow step> to open the multi-edit page.

Key metrics

Select a catalog from the Filter by catalog drop-down list to load the data in the widgets.
  • Added items or Modified items

    Displays new or modified items. Click <item name> link to open the item in the single-edit page. Click to view all the items in the multi-edit page. This widget requires history subscription.

  • Items by attribute-<1, 2, or 3> <attribute name>
    Displays a bar graph that is populated with the X-axis displaying the item count and the Y-axis displaying the items by <attribute value>. Click the bar graph to open the items in the multi-edit page. This widget requires Free Text Search.
    Note:  Product Family feature  This widget may not show an accurate Group by count for the Product Family catalogs. You can click the graph or count to see the accurate details in the multi-edit page.

    You can either display attribute name or attribute name and path in the Group by field through the widgetsAttributeDisplayFormat property in the config.json file. This widget does not support the following attributes: Relationship, Linked, Password, Rich text, Unique key, sequence, and primary key.

  • Data completeness
    Displays a donut graph that is populated with the items grouped according to the completeness percentage range (0 - 25%, 25 - 50%, 50 - 75%, 75 - 99.9%, and 100%). Click the bar graph to open the items in the multi-edit page. This widget requires completeness configuration done for the selected catalog.
    Note: You cannot click the 100% section.
  • Added assets or Modified assets

    Displays added or modified assets. You can further filter the data by specifying the time (last 7, 15, or 30 days). Click <image name> link to open the item in a single-edit page. Click to view all the items in the multi-edit page. This widget requires history subscription.

Left pane

The left pane displays the following quick links to the different pages depending on your role.

Home Click to view the Home page.
Data explorer Click to see filtered list of entries in a category. You can filter the category by using catalog and hierarchy. For more information, see Using Data explorer.
Search Click to create and run a new search, access a saved search, a saved template, or a saved list. For more information, see Using Search.
Design manager Click to view Catalog, Collaboration area, Hierarchy, and Lookup consoles. For more information, see Using Design manager.
Job manager Click to view the Job console. For more information, see Using Job manager.
Data model manager Click to view the Spec, Attribute collection, and Rules consoles. For more information, see Using Data model manager.
Data management Click to view all the digital assets and File explorer. For more information, see Using Data management.
Dashboards Click to view various dashboards. For more information, see Viewing dashboards.
Custom tools Click to view custom tools.
For more information, see Enabling customizations.
GDS Click to use the GDS feature. For more information, see Navigating Supply Side GDS pages.
Utilities Click to view the Variant mapping console. For more information, see Using Utilities.
Settings
Click to view or modify the following.

Header

Company name Displays the name of the company that you have logged in to.
User Displays given name and surname (mandatory fields). In case of an LDAP user, displays given name and surname, if specified. Else, displays the username.
Free text search In the upper-right corner of the interface, click to use the Free text search.
Show more panels On the upper-right corner of the page, click to see the following. This widget is accessible through any page in the application.
My recent updates
Displays updates that you did recently across either last 7, 15, or 30 days. These updates display items that were added or modified across the catalogs. Enable this widget through the Left pane > Settings > Personal settings > General preferences and select Enable My recent updates widget.
Important: ​​​​​​​The Vendor role currently does not support this feature. This is a known limitation and will be fixed with a future release.
My quick links
Displays shortcuts to quickly access saved searches, templates, and lists through different tabs.
My notes
Displays your notes. The notes have a maximum character limit of 5000. You can configure the value for the maximum character limit through myNotesMaxCharLimit property in the config.json file.
Note: There is a known limitation of exceeding the permissible character limit with use of Enter (contributes 11 HTML characters) that though the contents are discarded, an error message is not displayed for exceeded character limit.
My shortcuts
Displays your quick access shortcuts. You can add a maximum of 10 URLs here. You can configure the value for the maximum number of shortcuts through myShortCutsMaxCount property in the config.json file.
Remember: Even if the value of myShortCutsMaxCount property is set to a value of less than 10, you can still add up to 10 URLs as your quick access shortcuts. This is a known limitation.
The Name field can have a maximum of 25 characters.
Show notifications On the upper-right corner of the page, click to see the following.
Completed jobs
Click to expand and view the list of successful ( icon) or failed jobs ( icon) notifications. You can see notifications for five recent jobs here. Though different types of jobs are displayed, but you can see schedule status only for the import entries jobs, which is an import, export, or report job.
Click <job name> link to see job details.
In the Job details pop-up window, you can see the job name, job run start and completion time, job status, and summary details.
In the Job summary column, click Download report link to download the report output as a Microsoft Excel workbook file.
About IBM Product Master
Click to open a pop-up window that displays the IBM® Product Master version details.
Logout In the upper-right corner of the interface, click to log out of the application.
Personalize On the upper-right corner of the page, click Personalize to customize the Home page panels and widgets.
The Personalize home page pop-up window displays the following default titles:
  • Data model summary
  • My tasks
  • Added items || Modified items
  • Items by attribute- 1
  • Items by attribute- 2
  • Items by attribute- 3
  • Data completeness
  • Added assets || Modified assets
To change a title, select the title, and specify the custom title name. Click OK to save the updates. The maximum number of characters that are allowed in a title is 50.
Note: To personalize your home page, you need to have at least one catalog in a company.