Toolbar -

• Save  - Click to save changes made to categories.

• Help  - Click to open help that is specific to managing categories.

Categories for your Stratum environment show in this window.* Their status in this window determines which sources of data can be used for them. Details follow.

‘Standard’ as Architecture and ‘Corporate’ as Data Controlled By – This type of data is typically from corporate business systems such as Order Entry, ERP or CRM and is usually controlled by IT. For example, measures from ‘Corporate’ controlled categories can be used with Data Copy functionality, which allows users to copy Stratum data from one measure to another measure.

‘Enhanced’ as Architecture – This type can have data controlled by the user community, either by general users or Data Steward administrators. For these categories, users can import data from corporate business systems as well as external data sources such as demographics, housing trends, or other unique data that will complement your Stratum data. For example, measures from ‘Enhanced ’ categories can be used with Data Import functionality, which allows users to import measure data from Excel spreadsheets or other sources of data.

• If the Enhanced category is set to Data Steward, only Security Administrators with a Data Steward designation can import data to that category.

• If the Enhanced category is set to User, any user with access to using Data Import can import data to that category.

Data Table – This column is only populated with information when a category has been designated as Enhanced. The column shows the name of a fact table that is specific to that category and its Data Import transaction data. Tables are part of the Stratum Server database.

*Note: If a category you expect to see in this window isn’t displayed here, see the topic “Why Isn’t A Stratum Category Displaying In The Category Window?”.

Search Option – Use this field to search for categories by name.