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Product 360:

Configuration and Management

Instructor Led | Master Data Management | 4 Days | Version 10.5

Course Overview

Gain the skills required to configure, administer, and manage the Product 360 application. Learn how to onboard data, perform data maintenance functions, cleanse, and enrich data, merge data into the master catalog, export data, configure tasks and workflows, manage users, use the CLAIRE accelerator to auto-classify items, auto translate product information and extract brand names, explore Service API to manage entities, customize fields in the Repository Manager, and manage the Supplier Portal.
This course is applicable to software version 10.5. 

Objectives

After successfully completing this course, students should be able to:

  • Describe the Product 360 architecture, application interfaces, and terminologies
  • Create data and configure import projects for manual and Hotfolder imports.
  • Create a structure system and classify items and products with it
  • Create item references, assortments, versions and lookup values
  • Manage media assets
  • Configure and execute data quality rules
  • Merge data into the master catalog
  • Create export format templates, export profiles and perform export
  • Create and manage user accounts
  • Create search index leveraging Elastic search
  • Configure dashboards and flexible UIs
  • Use CLAIRE accelerator to generate AI models and auto-classify items, translate content and extract brand names
  • Create and use tasks
  • Create workflow triggers and monitor workflows
  • Customize the repository
  • Use the Service APIs to access and manage entities in Product 360
  • Explore the Swagger UI to create and manage Rest APIs
  • Manage Supplier Portal
  • Upload and manage media assets in the Product 360 Media Manager Tool

Target Audience

  • Administrator
  • Developer

Prerequisites

Agenda
Module 1: Product 360: Introduction
  • Product 360 introduction
  • Operational model for Product 360
  • High-level architecture
  • Terminology
  • Product and Item relationship
Module 2: Client Interfaces
  • User interfaces for Product 360
  • Desktop client user interface (Program interface, menus, perspectives, views, tables)
  • Lab: Managing Perspectives and Views
  • Lab: Perform table functions
Module 3: Onboard Data
  • Data migration
  • Import preparation
    • Suppliers and supplier catalogs
    • Customers
    • Import projects
    • Mappings
  • Import products, items, attributes, texts
  • Automatic import (Hotfolder)
    • Hotfolder perspective
    • Hotfolder configuration
    • Hotfolder groups
  • Process Overview
  • Lab: Create items and products
  • Lab: Configure and perform a manual import of items and products
  • Lab: Configure and perform Hotfolder import
Module 4: Data Maintenance
  • Spellchecking and Dictionaries
  • Finding data
    • Context selection
    • Search (item, product, structure group)
    • Queries
  • Maintain Items
    • General item data (Explorer Items view)
    • Items #1 view
    • Create/clone/delete items
    • Find and replace
    • References
    • Kits and components
    • Multimedia attachments
  • Maintain Products
    • Structure assignment for products
    • Items of product
    • Product references
    • Multimedia attachments
  • Media Management
  • Lab: Assign items to products or generate a product
  • Lab: Create a search configuration
  • Lab: Create and manage media assets
Module 5: Classification
  • Structure system
  • Classification
    • Classify items and products
  • Assortments (items and products)
    • Static assortment (Note selection in)
    • Dynamic assortment (Note query in)
  • Lookup
  • Versioning
  • Prices
    • Purchasing prices
    • Selling prices
  • Lab: Create a structure system
  • Lab: Classify items and products to structure group
  • Lab: Create item references
  • Lab: Add prices
  • Lab: Create assortments
  • Lab: Create versions
Module 6: Data Quality
  • Data quality definitions, principles, rules, and checks
  • Data quality life cycle
  • Data Quality Architecture
  • Create and configure quality rules
  • Quality checks for channels
  • Schedule and execute DQ rules
  • View results
  • Custom DQ rules
  • Lab: Configure data quality rules
  • Lab: Create a channel
  • Lab: Perform direct data quality check
  • Lab: Perform scheduled data quality check
  • Lab: Create and execute a custom DQ rule
Module 7: Merge
  • Merge overview
  • Merge perspective
  • Merge settings
  • Scheduling merge
  • Merge results
  • Lab: Configure merge settings and perform merge
Module 8: Export
  • Export functionality in PIM
  • Export format templates
  • Advanced settings, data sources, and variables
  • Data fields, functions, and file management
  • Export profiles
  • Perform an export
  • Lab: Create an export format template
  • Lab: Create an export profile
  • Lab: Perform an export and view results
Module 9: Administration
  • Users' management
  • Preferences
  • System messages
  • Unit system
  • Web search configuration
  • Lab: Create users and user groups
  • Lab: Create a search index with Elasticsearch
Module 10: UI and Dashboard
  • Flex UIs
  • Dashboards
  • UI templates
  • Audit Trail
  • CLAIRE accelerator – CLAIRE Recommendation Services
  • Train and generate AI models
  • Configure UI templates and DQ rule to auto-classify items with CLAIRE
  • Lab: Configure dashboards
  • Lab: Configure Flex UIs
  • Lab: Use CLAIRE accelerator
  • Lab: Translate content and extract brand names using CLAIRE
Module 11: Workflow Management
  • Standard tasks
  • Task groups
  • Accept, filter and complete tasks
  • Step Workflow - Step workflow accelerator Enhancements
  • Queue-based workflows
  • Trigger configuration
  • Workflow tasks (Business process management)
  • Lab: Create tasks
  • Lab: Configure and execute step workflow
Module 12: Repository Customization
  • Repository architecture
  • Types of repositories
  • Repository property files
  • Enumeration
  • Lab: Review repository files
  • Lab: Create new fields
  • Lab: Repurpose fields
  • Lab: Create new category
  • Lab: Create a field with dynamic enumeration
Module 13: Service API
  • REST Management API
  • List API
  • Meta API
  • Object API
  • Lab: Use List and Manage APIs through Swagger UI
  • Lab: Use Object API
Module 14: Supplier Portal
  • Supplier Portal dashboard
  • Register/invite suppliers
  • Users
  • Mappings
  • Upload catalog data and media
  • Lab: Invite new suppliers
  • Lab: Create mapping
  • Lab: Upload catalog data and media
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