PIM (Product 360): New User Extended (PIM71NUE)(7.1)

INFORMATICA Product Information Management (PIM) Basic Product Training courses present the fundamentals of the INFORMATICA PIM product functionality to anyone interested in acquiring basic knowledge of the software. This extended version of the PIM: New User courses includes the content of the PIM: New User courses, and in addition takes the user into the underlying PIM data model, through various aspects of administration tasks, and covers the basics of PIM import and export functionality.
 
PIM: Overview & Basic Usage
Designed as an introduction to the INFORMATICA Product Information Management (PIM) applications, this course requires no prior knowledge. Starting with an overview of the solution and an introduction to the application user interfaces, the course then covers the basic usage of the main clients.
 
PIM: Data Life Cycle Processes
Covering all major data maintenance processes in the PIM applications, from data onboarding, data enrichment, asset management, data quality, to classification strategies and other aspects.
 
PIM: Data Model Basics
An introduction to the PIM data model underlying the whole system, which shows users the most important aspects of the repository and the structure systems.
 
PIM: Admin Basics
Covering all of the major aspects of system configuration, including the Audit Trail and Enterprise Search.
 
PIM: Import Basics
An introduction to the import functionality in PIM, showing how to create mappings, and handle hotfolder configuration.
 
PIM: Export Basics
Introducing the user to the export functionality in PIM, and showing how to create export templates and schedule exports.
 
Objectives
After successfully completing this course, students should have a good understanding of:
  • PIM: Basics - The PIM solution and its applications; How to use the most important basic functionality in the clients
  • PIM: Data Life Cycle Processes - The most important PIM data life cycle processes, such as Supplier data onboarding, Product eata enrichment, Asset management, Data quality in PIM, Local data management (classification and output structures, prices,translation)
  • PIM: Data Model Basics - The basic elements of the PIM data model; The most important aspects of repository configuration; The basic elements of the structure systems
  • PIM: Admin Basics - The server and client configuration options; Basic aspects of Audit Trail; Basic aspects of the Enterprise Search
  • PIM: Import Basics - The import functionality in PIM; The Hotfolder configuration possibilities
  • PIM: Export Basics - The export functionality in PIM; Basic steps for creating export templates and scheduling exports
 
Target Audience
All users
 
Prerequisites
PIM Basic Product Training: PIM Basics and PIM Data Life Cycle Processes (Courses 1+2)
 
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Agenda
PIM: Basics
PIM Solution Overview
  • Functional Perspective
  • Introduction To The PIM Desktop UI - PIM Desktop; UI: Basic Elements; Menus, Status Bar & Tool Bar; Perspectives, Views, and Their Layouts
  • Introduction To The PIM Web UI
  • Introduction To The Media Manager Web UI – Login; Simple Search; Web 2.0 technology
PIM Desktop Basic Usage
  • The Item #1 View - Sorting Tables; Field; Selection; Grouping; Filtering
  • Searching - Item Search; Product Search; Structure; Group Search
  • Editing - Editing a Field; Search, Replace & Set; Copy/Paste to Excel
  • Navigating Options – Selecting catalogs; Using structures; Locking views
  • Assortments
  • Tasks
  • “Top 5”: Five Reasons Why You Aren’t Seeing the Expected Data
  • Client Preferences
  • How to work with Media Manager Web UI – Search function (Library, simple and advanced search); Accordeons (general information, technical information...); Edit functionality; Cart functionality; Comments functionality; Link to asset, group, cart; Setting module; Uploading; Assets; Assignment from to library group
 
PIM: Data Life Cycle Processes
Introduction To The PIM Data Life Cycle Processes
  • Solution Landscape
  • PIM Use Case Map
  • PIM Process Model
Supplier Data Onboarding
  • Introduction to PIM Supplier Portal
  • Onboarding Suppliers
  • Onboarding Supplier Data
  • Merging Data
Global Data Management: Product Data Enrichment
  • Synchronizing Data with ERP
  • Product Creation
  • Product Classification
  • Maintaining Attributes
  • Maintaining Texts
  • Maintaining References
Asset Management
  • Assigning Assets to Products and Items in PIM - PIM Multi Media; Perspective; Assignment via Drag&Drop; Uploading in PIM; Media Asset Type, Language; Assignment to Product / Item / Group; Usage list
Global Data Management: Data Quality
  • Release Strategies - Selecting and Projecting (“vertical and horizontal filtering”)"
  • Introduction to Data Quality
  • Configuring Data Quality in PIM
  • Using Data Quality in PIM
Local Data Management
  • Local Classification & Output Structures
  • Prices in PIM
  • Translating Items & Products
  • Using Data Quality in PIM Web
 
PIM: Data Model Basics
Introduction to the PIM Data Model
  • Main Entities and Their Relations
  • Product Paradigm
  • Entities and Sub Entities
Configuring the Repository
  • Introduction to the PIM Repository
  • Introducing the Repository Editor
  • Introducing Reserved Fields
Structure Systems
  • Structure Systems
  • Features & Attributes
 
PIM: Admin Basics
System Overview
  • Operational Architecture
  • Application Server Overview & Configuration Files
  • Overview of Server Jobs
Basic System Configuration
  • Customer Management
  • Supplier Management & Supplier Catalogs
  • Units
  • Text Features
  • format mapping
  • rich text
  • Configure IDQ Module
  • Dictionaries
  • Users, Groups and Permissions - field rights; action rights; qualified filed rights; object rights
  • System Notifications
  • Email Configuration
  • Overview of Client UI Configuration & Workspace
  • Web Client Configuration
Audit Trail
  • Introduction to Audit Trail
  • Using Audit Trail
PIM Enterprise Search
  • Introduction to Enterprise Search
  • Configuring and Using Enterprise Search
 
PIM: Import Basics
PIM Import
  • Introduction to PIM Import
Import Basics with Examples
  • Importing Multilingual Item Data with Validation
  • Importing Long Texts Using Import Functions
  • Importing Prices through a Multi-File Import
  • Importing Attributes
  • Importing Structure Groups
  • Importing Features
  • Importing Products
  • Importing Item-to-Product Assignments
  • Importing Product Classifications
Hotfolder
  • Introduction to the Hotfolder
  • Hotfolder Configurations
  • Hotfolder Groups
 
PIM: Export Basics
PIM Export
  • Introduction to PIM Export
Export Basics with Examples
  • Exporting Static Content
  • Exporting a Simple Price List, Introducing Data Sources
  • Exporting Item Attributes, Introducing Variables and Sub-Modules
  • Multi-file Export: Items & Prices
  • HTML Export: Products and Their Items, Introducing Media Asset Exports
  • Exporting Structure Group Products
  • Exporting Items with Product Number and Price
  • Export Profiles and Scheduling of Exports