The Reference Data Management UI comes with Dashboard will allow you to do the following interfaces:

• Query the results from a table based on the Reference Data Management

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You can use the Desktop UI to query, edit, import, and export data in database tables specified by Reference Data profiles in the system.

The Web UI is available at:

http://<Platform host>:<port>/ref/

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• profiles in the system

• Filter certain results by using expressions in your query

• Insert new rows in your table

• Edit existing fields in your query results (For unsupported data types, please refer to <TODO>)

• Import existing data from a CSV file

• Export the entire table or queried result into a CSV file

You can access the dashboard from the Manage View. Go to Manage → Data Management and then select Reference Data Management.

You are now required to login using the login page for Reference Data Management. Just key in your user credentials as defined in access control and click on sign in to proceed to the main screen.

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Use these links to find the information you need when working with the dashboard:

Querying a table result

Inserting new data into the table

Editing an existing field in the table

Importing from a file into the table

Exporting from the table

Menu Bar

A menu bar is available at the top of the Web UI. This bar allows you to select from the tabs, the operations that you will want to use Reference Data Management, such as Query, Edit and Export/Import. There is also a logout button to log you out of the web UI.

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Status Bar

A status bar is available after the menu bar. This bar indicates the selected Reference Data profile, selected table, and status of ongoing processes.

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Item	Description
Refresh State Interval	Use this field to set the status line refresh interval in seconds.
Refresh State	Click on this button to refresh the status line.
Stop	Click on this button to stop the active process.

Main Tab

You can select the Reference Data profile and table that you want to work with from the Main tab.

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When you have selected the table that you want to work with, click Next to perform a query, or select one of the tabs.

Query Tab

In the Query tab you can configure:

• Row select conditions

• How results are displayed

• How data is retrieved (size of the data sets)

Web UI - Query tab

To Execute a query:

1. Select a column that you want to use in the condition.
   

2. Select a comparison operator.
   

3. Enter a value for the condition.
   

4. Use the 

   

    and 

   

    buttons to add more conditions to the expression, or remove an existing one. When there are multiple expressions, these are combined by AND logic.
   

5. Change the Options settings to values that are suitable for the queried table. 
   

6. Click the Choose Columns button. Uncheck the column names that you do not want to display in the result and click the OK button.

   

7. Click Execute Query And Show Results. The Edit tab containing a data grid is displayed. The data grid is displayed when the application has retrieved the first data set. The subsequent data sets are retrieved in a background process that you can monitor in the status bar.
   

   

Edit Tab

In the Edit tab you can:

• Edit, delete, and insert rows

• Filter table data

• Select columns to display

• Change sorting order

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Web UI - Edit tab

Item	Description
Select All	This button selects all the displayed rows.
Clear All	This button clears the selection of all rows.
Toggle Filtering	This button opens a text box above each column label. You can use this text box for filtering rows.
Show Only Modified/Show All	This button toggles filtering of unedited rows.
Export/Import	This button opens the Export/Import tab.
Columns	This button opens a dialog where you can select columns to display.
Pagination Control	The pagination control is displayed if there is more than one page for the data set. You can use this control to navigate between pages.
Previous Data Set	This button is displayed if there any previous data sets.
Next Data Set	This button is displayed if there any consecutive data sets.
Insert	This button opens a dialog where you can insert rows.
Update	This button opens a dialog where you can edit selected rows.
Delete	This button opens a dialog where you can delete selected rows.
Cancel Selected	This button cancels changes on the selected rows.
Cancel All	This button cancels all changes.
Review	This button opens a page where you can display all your edits and commit the changes to the database.

To insert a row:

1. Click the Insert button. The Data Editor dialog opens.
   
   

2. Fill out the form in the dialog and click Apply Changes and Exit.
   
   

3. Click Review. All the pending changes are displayed.
   
   

4. Click commit.
    

To update rows:

1. Alternative A:

   1. Click on the cells in the grid that you want to edit and update the value.
      
      

2. Alternative B:

   1. Select one or more rows by either clicking on the check boxes on the leftmost side of the table or the Select All button.

   2. Click the Update  button. The Data Editor dialog opens.
      
      

   3. Edit the field values.

   4. Use the paginator control to navigate between the selected rows.

   5. Click Apply Changes And Exit.
      
      

3. Click Review. All the pending changes are displayed.
   
   

4. Click Commit. 

To delete a row:

1. Select one or more rows by either clicking on the check boxes on the leftmost side of the table or the Select All button.
   
   

2. Click the Delete button. The Data Editor dialog opens.
   
   

3. Use the paginator control to navigate between the selected rows.
   
   

4. Click Apply Changes And Exit.
   
   

5. Click Review. All the pending changes are displayed.
   
   

6. Click Commit. 

Export/Import Tab

In the Export/Import tab you can bulk load data to and from the database. 

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