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Add a New Dataset to the Active Taxonomy

If you've added a new dataset to Safe Haven, you must add that dataset to the active taxonomy before the data in that dataset can be used in Customer Profiles for Data Collaboration:

  1. Make a different taxonomy the active taxonomy (see "Make a Taxonomy the Active Taxonomy").

    Note

    You cannot edit the active taxonomy.

  2. Edit the original taxonomy in the UI and add the desired dataset:

    1. On the Taxonomies page, select the check box for the taxonomy you want to edit.

      S_LSH-The_My_Taxonomies_Page-taxonomy_checkboxes.jpg
    2. From the icons that appear in the footer area, click the Edit icon C_CS-edit_icon_only.jpg.

      S_LSH-Edit_a_Taxonomy-edit_icon_in_footer.jpg

      The Edit Taxonomy page displays.

      S_LSH-Edit_a_Taxonomy-Edit_Taxonomy_page.jpg
    3. Click Dataset Selector.

      LSH_Edit_a_Taxonomy-dataset_selector_button.jpg
    4. From the dialog that appears, expand the appropriate folder until you see the desired dataset.

      LSH_Edit_a_Taxonomy-dataset_folder_carets.jpg
    5. Select the check box for the desired dataset and then click Confirm.

      LSH_Edit_a_Taxonomy-add_dataset_confirm_button.jpg
    6. Once you're done editing the taxonomy, click Save Taxonomy.

      S_LSH-Edit_a_Taxonomy-save_taxonomy_button.jpg
  3. Make that taxonomy the active taxonomy again.