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Before you start this tutorial, you should have a basic understanding of working with .csv files and understand basic database concepts, such as tables and queries.
You should also be familiar with the layout of Universal Platform and be able to navigate to the activities in this tutorial. As a quick start, the basic layout and navigation is explained below.

Exploring the Universal Platform interface

  • 1 - This is the Universal Platform menu that enables you to select the area of the application you want to work in, such as Platform Manager or Interface Manager.
  • 2 - The user menu enables you to manage your user account, such as viewing your details and permissions, or logging out of Universal Platform.
  • 3 - The sidebar displays the activities and tasks related to the application area you select. You can search for items by entering keywords in the filter.
  • 4 - The work area of the interface provides access to items according to the activity or task you select from the sidebar.

Viewing Universal Platform in multiple browser tabs

Viewing multiple tabs enables you to quickly switch between tasks and will help you in this tutorial.
To do this:

  1. Right-click Interface Manager on the on the Universal Platform menu.
  2. Select Open link in a new tab. Interface Manager is displayed in a separate browser tab.



You can now easily navigate between Platform Manager and Interface Manger using the open browser tabs. You can do this with any of the Universal Platform menu items – give it a try!
Please note that as using multiple browser tabs is the quickest way to navigate the system, all tasks in this tutorial are explained using this navigation method. But don't worry, you can choose to navigate using the Universal Platform menu if you prefer.

Naming conventions

As you work through this tutorial you will create items such as pipelines, queries and attributes, and name them for quick reference.
When adding items, please note that the names cannot contain spaces or special characters, such as @ and '.', but you can use underscores and digits. For example, you can name a query MyQuery_Query1, but not My Query # 1.

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