Supplier 360 SaaS:

Manage Supplier Data

Instructor Led | Cloud | MDM | 3 Days | Release 40

Course Overview

Explore the skills required to configure Supplier 360 through the IICS platform.
This course covers customizing the data model, configuring cleanse functions and business events. Use Supplier 360 to onboard suppliers, manage tasks, import supplier data, validate, cleanse, and enrich data, manage hierarchies, and resolve duplicates. Also use Supplier 360 to master and govern supplier information and to better manage supplier network, relationships, risks, and overflows. This course is applicable to Release 40.

Objectives

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

  • Onboard data
  • Create, view, and edit suppliers and contacts
  • Verify address, email address, and phone numbers
  • Perform file imports
  • Approve workflows
  • View chronology of updates
  • Perform data quality
  • Perform searches
  • Create and manage hierarchies and relationships
  • Consolidate duplicate data
  • Create match model and perform match training
  • Perform tasks using REST APIs
  • Configure and customize page layouts
  • Customize out of the box business entities
  • Define data model using Custom Business entities
  • Manage reports and dashboards
  • Configure privileges for custom user roles

Target Audience

  • Developer

Prerequisites

  • None
Agenda
Module 1: Informatica Cloud Services Overview
  • Informatica Intelligent Cloud Services (IICS) overview
  • Terminologies used in IICS
  • IICS architecture
  • Informatica Cloud runtime environments
  • Administrator Service
  • Connections
  • Lab: Getting Started
  • Lab: Install Secure Agent
  • Lab: Creating a SQL Server Connection
  • Lab: Create Business 360 connection
Module 2: Supplier 360 SaaS Overview
  • Challenges with managing supplier data
  • Cloud Supplier 360 overview
  • Cloud Supplier 360 architecture
  • Advantages of Cloud Supplier 360
  • Key features and benefits
  • User Interfaces
Module 3: Business 360 Console and User Roles
  • Business 360 Console Overview
  • Supplier 360 roles
  • Business 360 roles
  • Lab: Creating Supplier 360 Users
Module 4: Onboard Data
  • Add new records from Supplier 360
  • Ingress overview
  • Onboard out-of-the-box Business Entity data from SQL Server
  • Import Business Entity data from .csv files
  • Lab: Adding Records
  • Lab: Adding related records
  • Lab: Importing data from a CSV
  • Lab: Performing filtered search
  • Lab: Ingress data from SQL Server
Module 5: Configuring Data Quality
  • DaaS
  • Enrich data
  • Cleanse and standardize data
  • Lab: Adding data quality rules
Module 6: Configuring Match Rules
  • Challenges with duplicate records
  • Survivorship for a Business Entity
  • Decay rule for source systems
  • Configure a Match model
  • Declarative match rules
  • Lab: Configure Survivorship
  • Lab: Create Declarative match rules
Module 7: Define jobs and Business Events
  • Define and run a match and merge job
  • Discuss Manual Merge
  • Monitor and Analyze Match
  • View Merged records
  • Lab: Running a Match and Merge job


Module 8: Hierarchies
  • Create a hierarchy model
  • Define a relationship between business entities
  • View hierarchies
  • Lab: Create hierarchies
Module 9: Customizing Page Layout
  • Layout customization
  • Smart search customization
  • Lab: Customize page to add record
  • Lab: Customize page to view and edit records
Module 10: Migrate Assets
  • Discuss the need for migrating assets
  • Identify supported assets for migration
  • Identify dependent objects
  • Export assets
  • Import assets
Module 11: Manage Reports and Dashboard
  • Create custom reports
  • Add reports to the dashboard
  • Edit, update, and delete reports and dashboards
  • Lab: Create custom report for all records
  • Lab: Create custom report for individual record
Module 12: Modifying Data Model
  • Customize business entities
  • Add fields
  • Disable fields
  • Create and configure custom business entities
  • Analyze data model
  • Lab: Customizing predefined business entities
  • Lab: Create and configure custom business entities
Module 13: Managing Privileges for Custom User Roles
  • Create custom user role
  • Assign prerequisite privileges on IICS level
  • Assign privileges to the custom user for business entities and related records
  • Lab: Configure privileges for the custom user roles
Module 14: Public REST API
  • Describe an overview of Public REST APIs
  • Discuss the REST API guidelines
  • List and explain the resources supported for S360 SaaS
  • Lab: Using Rest APIs to perform tasks and get data



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