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2Informatica PIM - Web 2.0

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Version 10/9/2013


Table of Contents

Table of Contents

.......................................................................................................................................61 Informatica PIM - Web

.......................................................................................................................................................61.1 Introduction

..................................................................................................................................................71.1.1 Definitions

..................................................................................................................................................91.1.2 Note

..................................................................................................................................................101.1.3 Typographic conventions

.......................................................................................................................................................111.2 Starting Informatica PIM - Web

..................................................................................................................................................121.2.1 Program interface

.......................................................................................................................................................141.3 Data maintenance

..................................................................................................................................................171.3.1 Searching for data

.................................................................................................................................................171.3.1.1 Search strategies

.................................................................................................................................................191.3.1.2 Filtering tables

.................................................................................................................................................201.3.1.3 Saved queries

.................................................................................................................................................211.3.1.4 Search....................................................................................................................................................................................231.3.1.4.1 Index

....................................................................................................................................................................................241.3.1.4.2 Performing a search

..................................................................................................................................................261.3.2 Detail view

..................................................................................................................................................271.3.3 Editing data

..................................................................................................................................................311.3.4 Checking data

..................................................................................................................................................341.3.5 Referencing data

..................................................................................................................................................371.3.6 Creating data

..................................................................................................................................................381.3.7 Exporting data immediately

..................................................................................................................................................391.3.8 Referenced media attachments

..................................................................................................................................................401.3.9 Preview function

.......................................................................................................................................................421.4 Structure systems

..................................................................................................................................................431.4.1 Assigning structure systems

..................................................................................................................................................451.4.2 Maintaining structure systems

..................................................................................................................................................461.4.3 Deleting structures

.......................................................................................................................................................471.5 Tasks

..................................................................................................................................................491.5.1 Task details

..................................................................................................................................................501.5.2 Creating tasks

..................................................................................................................................................521.5.3 Assigning tasks

..................................................................................................................................................531.5.4 Processing tasks

..................................................................................................................................................551.5.5 Deleting tasks

.......................................................................................................................................................561.6 Maintaining media attachments

..................................................................................................................................................571.6.1 Referencing media attachments

..................................................................................................................................................591.6.2 Uploading media attachments

.......................................................................................................................................................631.7 Administration

.........................................................................................................................................64Index


Informatica PIM - Web

1 Informatica PIM - Web

1.1 Introduction

In commerce, complete and correct product data is an essential prerequisite for surviving in today's

competitive climate. Internationalization is also becoming increasingly important. Data maintenance

and management are therefore pivotal elements of online commerce. As a result, the age of Web 2.0

requires that a browser-based application be available as standard.

It is against this backdrop that we have developed Informatica PIM - Web. Our goal was to provide a

simple web front end for PIM Desktop, which would offer a configurable basis with enhanceable

interface components. The IT term for this type of application is "vanilla software" or "commercial off-

the-shelf". What these terms denote is that the standard functions are offered with a modular system,

which allows users to enhance and adjust the software in accordance with their specific requirements.

Informatica PIM - Web is based on the

Software Development Kit of PIM

Desktop. As a result, a pre-defined set

of the most important application

scenarios of PIM Desktop can be

covered and adapted. Adjustments or

enhancements can be made by trained

technical consultants both to the domain

model itself and in relation to scenarios

and workflows. In all cases, the focus is

on usability.

Informatica PIM - Web is primarily used for central data maintenance and is intended to facilitate

editorial work and translation management, for example. An intuitive, easy-to-use interface controls the

editing process. All of the data required can be easily accessed via a web browser. Entries can be made

via copy & paste, while classification and reference assignments can be made using the drag & drop

function. Features or attributes can be passed on through hierarchies, and are then immediately

available. The most recent changes are logged in a history.

What is n o t included in PIM Web:

A one-to-one replica of all PIM Desktop functions

Process and user administration

The import and export functions of PIM Desktops

A high-performance web system for simultaneous access by more than 1,000 users.

As the configuration options can be individually customized by an experienced administrator, these are

discussed in a separate manual. Here, we describe the basic standard functions.



The differences between PIM Desktop and PIM Web will become very clear once you have read the

details of the different architectures in the next section .

1.1.1 Definitions

Basic information

Typical network architecture

In the case of client/server applications, a central

computer (the server) provides various services that

can be used by other computers (the cl ients). This

concept is used in local networks and by Internet,

where each computer represents either a client or a

server.

Servers are usually powerful computers, which

manage storage space, certain tasks (such as

printing) or traffic in the network.

Clients are standard computers that are worked on

by users. The clients use server resources, such as

processing capacity, data or devices connected to the

server. As a result, use of processing capacities can

be optimized, and services can be used by a large

number of users simultaneously.

Clients are classified in accordance with their functionality. When discussing client/server concepts, a

distinction is made between thin clients , fat clients and rich clients , also known as smart

clients, based on how tasks are shared.

Basic information about cl ient/server architecture

The Internet is based on a client/server architecture. The user's computer is the client, which uses the

services provided by web servers, FTP servers, mail servers and a range of other central computers.

Each computer on which special software is running – which is the case for many applications – is a

server. Similarly, a computer is only identified as a client by the fact that client software is running on it.

However, the computer as a whole is usually identified as the server or the client. Of course, both

server and client software may be running on one computer in order to perform various tasks. In this

case, the computer functions as a server for some other computers, and as a client for others. For

example, if an Internet user sends a request to a web server and a response is returned from a

database, the web server acts as a client here by submitting a request to the database server.

7

8 8 8



Thin client

Thin cl ient

A thin cl ient, in contrast to a fat client, is an application that can be accessed via a

web interface (e.g. in HTML), which is accessible via a web browser, where all

processing tasks are executed by the server. For this reason, the browser is

sometimes called the universal client.

The term originates in the simplicity of the HTML language, which only permits

interfaces with relatively few interactive options if JavaScript is not used.

The fact that the most important processing tasks are executed by the server and

that the graphical interface is sent to the browser each time a request is submitted

enables a large degree of flexibility in the event of updates. On the other hand, the

application must be able to read the various interpretations of the HTML code by different browsers,

and the ergonomy of the application is also limited.

Fat client

Fat cl ient

A fat cl ient, in contrast to a thin client, is a graphical client application that is

executed on the user's operating system. Fat clients usually have a large

processing capacity and a sophisticated graphical interface. However, this

requires a large amount of effort during development, and often combines

presentation (graphical interface) with application logic (processing).

As this type of application is usually installed on the user's operating system, a

new version must always be installed in order to implement new

enhancements. For this reason, developers of fat clients normally incorporate a

function that is executed when the program is started for the purpose of

checking whether a more recent version is available on the server. If one is

available, the function will suggest that the user should download or install it.

Rich cl ient

A rich client is a piece of software that implements application-specific functionality, such as the user

interface (presentation) and the logic of applications on the client directly, for example, in the case of

desktop applications, or on mobile platforms. Rich clients are sometimes also referred to as smart

clients, and offer the best possible performance and options for the scaling of applications.



Rich client

Rich clients offer:

Presentation, i.e. the provision of an interactive interface for the user by theapplication.

Application logic, which provides the actual functionality of an application.

Native widgets (= control, dialog or operating elements) are supported.

Drag & drop functions are possible.

Platform-independence

A consistent component model or update functions are integrated.

As the rich client contains specific application code, no neutral solution is

available as standard for a rich client. The definition goes one step further in

this case, and combines cross-application functions in a framework, which is

then referred to as the rich client platform.

Front end/back end

The terms front end and back end are used in various ways in the context of Information Technology

when distinguishing between different layers. Typically, the front end is closer to the user, while the

back end is closer to the system. This interpretation does not apply in some cases. In principle,

however, it is true that the front end is closer to input, while the back end is closer to processing or

output.

A list of the various uses of these terms is provided below. Note that both terms (front end and back

end) are not used in all cases:

In the case of client/server applications, the program running on the client is known as the front

end, while the program running on the server is known as the back end.

In database applications, the graphical user interface (comprising forms and reports) is known as

the front end, while the database running on the server (consisting of tables, views, saved

procedures, etc.) is referred to as the back end.

Closely related to the meaning set out above is the use of the term "front end" to refer to the

user interface, which may be implemented in the form of a graphical user interface (GUI) or

using screen masks, for example.

In web-based application systems with separate user interfaces for regular users and

administrators, the term "front end" refers to the web pages that are publicly accessible, while

the term "back end" refers to the pages that can only be accessed by a limited number of users.

1.1.2 Note

This manual is aimed primarily at employees of companies who use PIM Web to process electronic

product data. The purpose of this processing is to record, review, correct, enhance and refine the

product data so that it can then be either directly used or transferred to other systems for further



processing.

This requires specialist knowledge in handling product and item information.

As a user, you should have a very good understanding of the products and associated

information as well as their purpose.

You are familiar with the objectives and processes for product data management in your

company and have reached an agreement with your employees.

You should be very familiar with the generally accepted standards and concepts for product data

processing.

With PIM Web, you are using standard software. This means that you can work more quickly

and more effectively with the application if you are already familiar with general software

conventions and their use, such as working confidently with a keyboard and mouse. You should

also be familiar with the fact that, as a user of a modern software solutions, you can set up

"your workstation" according to your own preferences.

1.1.3 Typographic conventions

The objective of the user manual is not to describe every single variation of each and every command.

As a rule, the description of the procedure and command calls is restricted to recommended variations

for ease of reading. In addition, no distinction is made between menu commands, dialog box calls and

context selection entries. If, for example, you see Tasks > My tasks in the instructions, this means that

you first select the Tasks entry in context selection, and then select the My tasks sub-entry in order to

display specific content on the screen.

The names of views and perspectives are emphasized, e.g. the Co n tex t sel ec ti o n view in the

E xp l o rer (Item s) perspective.

Step-by-step instructions are numbered.

1. Open the E xp l o rer (Item s) perspective.

2. In the Co n tex t sel ec ti o n view, select the "Master catalog" node.

Now and then, special notes, tips or warnings are identified by corresponding text features, as shown in

the following examples.

Tip: Tables like this contain useful tips.

Note: These tables contain important information.

Caution: Warnings about the causes of errors and how to avoid them appear here.

Information: Additional information about the current topic.



In addition, examples are provided from an imaginary company called "Erstein", which uses PIM Web

and is involved in typical business transactions. A typical description of such a text is as follows:

Every year in May, Erstein Handelsgesellschaft AG issues its annual main catalog with all the

available items and the prices valid at that time. The item data including the image information

must be perfectly maintained at that time. The sophisticated layout...

In conjunction with the description of a fact or object, an actual name is used, e.g. of a catalog, which

may not be in your system. To indicate that this is the catalog name, <Catalog name> is written in the

text instead of the actual name.

1.2 Starting Informatica PIM - Web

As mentioned earlier, PIM Web serves as a web front end for PIM Desktop. You access all functions

via the browser. All changes that you make to the data using PIM Web are not saved on your computer

but directly in the database. However, settings that affect your own application, such as the

arrangement of views, are saved locally on the corresponding workstation computer.

You use the IP address defined by your administrator to access the PIM Web login dialog box.

Login dialog box

To log in, follow the steps below:

9



1. Enter your user name and password using the same spelling and format defined in user

management in PIM Desktop.

2. Select the language you want to be displayed on the user interface.

3. Click on Login.

1.2.1 Program interface

Essentially, you see the program interface that your administrator has assigned to you in accordance

with your user profile. This means that certain views, tabs, or fields are shown or hidden, depending on

your permissions. The standard configuration is described here.

Standard program interface

The program interface is divided into the following areas:

Area Description

The header offers additional functions. For example, it shows who is currently logged in.Next to this, you will find buttons that you can use to access the online help ( ) or to logoff ( ) if necessary.

Another button here ( ) allows you to rearrange the individual screen areas (horizontally/vertically) and to show or hide the navigation area. The most recently used screen layout issaved and is applied again the next time you log on. The button for the general spellcheck

is also integrated here, which allows you to activate or deactivate this function.31



You define the context selection in the navigation area. The meanings of the individualicons in the menu bar are described in the table below. The currently selected menuoption shows the selection corresponding to the content saved in PIM Desktop and anymodifications made in PIM Web. You can click on the refresh icon ( ) to synchronize thecontents of PIM Web with the current contents of PIM Desktop.

Structures represent level systems such as classifications, categorization,assortment or material group assignments.

Catalogs represent the physical containers for your data. The catalogs definedin PIM Desktop are available here.

Tasks created manually or by a workflow can be encountered in this contextselection.

Predefined queries allow targeted and rapid access to a particular set ofdata.

This icon takes you to the context selection for maintaining media attachments.

This icon is used to call up the functions of a full text search .

The actual content is displayed in the form of a table here. The example above shows allproducts from the master catalog. The mode that has been pre-defined by theadministrator determines whether only the products are displayed, the products and theirvariants, or the products including the corresponding items. The icons for editing,navigation, selection and individual screen configuration are also provided here directly.

Creates a new data record.

Deletes the current data record.

Branches to a subordinate level. This level may be the variants of a product orits items.

The path for the currently selected element is then displayed. Each title that is separatedfrom the next by an arrow can be used as a link to enable targeted navigation. In mostprogram interfaces, this is known as a "breadcrumb trail".

Navigation path

The advantage of using this navigation path is that you do not need to move backthrough each individual step in order to get to the previous entry. Instead, a simple clickwill suffice. In case of doubt, you can display a quick info to indicate what you will findbehind each entry.

Navigation path w ith quick info

Shows/hides the search line within the table.

Updates the data displayed so that it matches the latest data in PIM Desktop.

42

47

20

56

21

19



Defines the table view in terms of the number of columns required (detailed, full,

default), and acts as a switch function for selecting the display of products and

structures.

The full view also includes a preview function that shows the standard image

assigned to the product in line with the size setting currently active for the

media attachments.

Option for selecting the fields to be displayed (activate/deactivate).

Additional control options:

1. You can click on a column header to sort the column. Sorting in ascending order is pre-configured by default. Clicking on the header again reverses the sort order. The arrowsdisplayed ( / ) identify the sort order.

2. You can move the sequence of the fields to the column headers in the table usingdrag & drop.

You can search systematically by product in this area. A detailed description is provided inthis section .

Detailed information about the current table selection is displayed in this area. If the screendisplay is unable to display all tabs, a compact vertical scrollbar is provided. You can thenuse the arrows to navigate forwards and backwards. Detailed data maintenance isexplained in the next section .

You can essentially increase or decrease the width of each area displayed. To do this, position your

mouse pointer on the relevant border between two areas. When the mouse pointer changes ( or ),

you can move the border in the required direction while holding down the left mouse button. When you

release the mouse button, the border slots into place in its new location.

1.3 Data maintenance

Basic information

39 57

17

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Catalog contents should be prepared in such a way that users can find the products they require

independently, intuitively and quickly in online catalogs. For usability purposes, it is therefore desirable

that all participants in the procurement network provide standardized, classified, rationalized,

normalized and, where necessary, localized product information.

This overview outlines the measures that are required to ensure that this is the case:

Term Meaning Examples

Standardization Adjusting data so that it conforms to a standardthat regulates the electronic transfer of productdata, and frequently also contains a catalogclassification schema. The standard shouldtherefore comprise specifications relating toeach of the following points:

General and category-specific attributesfor all products, i.e. data formats (datamodel for creating catalogs) and valueranges are defined.

Classifications/categories for the products

BMEcat, cXML or xCBL

Classification Products with the same properties are groupedtogether in a specific product class. Theclassification system defines the name of theproduct class, possibly including a list ofsynonyms and the associated properties, andorganizes them in a hierarchical system ofhigher-level product classes.

UN/SPSC, eCl@ss or ETIM

Normalization The preparation of supplier-specificabbreviations and terms in accordance withstandardized terminology in order to ensurecomparability as a prerequisite for a multi-supplier catalog.

Replacing "bl." with "black".

Localization Adjustment in accordance with local, nationalrequirements

12,5 (German) is changed to12.5

Rationalization The structuring (ordering) of item names anditem features based on their significance, tomake items searchable.

Supplier data "black stapler" ischanged to "Office stapler,black".

Data format Data formats are data models used to createcatalogs and to exchange product databetween electronic catalogs and an e-procurement system.

XML and industry-specificderivatives, such as thosecontained in BMEcat, cXML orxCBL

Source:©2002 PricewaterhouseCoopers Unternehmensberatung GmbH: Guide to Catalog Management

The next section provides detailed information about how you can meet the requirements specified

here using PIM Web.

In PIM Web, you can access data that is imported from the following areas of PIM Desktop:

1. Data transfer

42



This area is used to import supplier catalogs. All catalogs that have not yet been incorporated

into the master catalog can be found here. This gives you an opportunity to implement any

corrections that may still be necessary.

2. Master catalog

The entire set of item or product data, with any variants that may exist, from which the

information required for web shops or print catalogs is extracted.



1.3.1 Searching for data

The term "search" is actually misleading. You want to f i n d particular data, but this is done by using

various methods to select it from a defined data stock. However, "search" is the established term in

this regard and is used almost everywhere.

Various options are available to you for finding items, products, variants, or structure groups in PIM

Web. In some cases, all you need to do is filter within the table in which you are currently located.

In other cases, you may want to selectively access a data selection based on specific criteria. Solutions

are provided for both situations.

The first step is to define your search in the Co n tex t sel ec ti o n view. Here, you can find icons that you

can use to call up the different types of search:

Selecting allows you to access predefined queries and carry out a simple search using

configured entries.

Selecting provides you with a full text search option.

This search accesses language-specific indices that either include the entire product stock (possible with

different graduations) or predefined sections. Various search paradigms are provided in a structured

view, and you can combine these as required until the result is the data you are expecting:

Single field search

Faceting

Additional filter option using attribute and feature search

Information:A search only leads to the right results if you know the result you can expect. To

gain a better understanding of the different search and filter options in PIM Web, we have

provided a description of each in order of their complexity.

If you are interested in basic information about search strategies and their different uses, we

recommend the next section .

1.3.1.1 Search strategies

The focus when search i n g for information should really be placed on f i n d i n g. The aim is always to

provide the relevant data for a user in a particular context about a particular issue. In a product

information management system, the associated data is "living" and is subject to the need for

continuous adjustment. If you want to access data, you must be certain of the result you are expecting.

This is the only way to make sure you use the different search strategies effectively.

We differentiate the following search types, in increasing order of complexity:

Simple word searchCombined word search (operators used: and, or, not)

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20

21

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Placeholder search (operators used normally: ?, *, %)Fuzzy search with tolerance for errorsFacet search using categories or assortmentsThesaurus or synonym search in hierarchical terminology systemsOntology search in non-hierarchical terminology systemsFull text search using search indexEnterprise search, which can combine most of the specified search types with one another.

To aid understanding, we would like to compare two diagrams that illustrate the differences between

hierarchical and non-hierarchical terminology systems.

Example taxonomy for a coffee machine



Example ontology for a coffee machine

1.3.1.2 Fi ltering tables

The filter line is located below the title of the window that contains the table display. You can click on

an icon to hide ( ) or show ( ) this line. The filter line is used for field-specific filtering. Th e tab l e

co n ten t var i es d ep en d i n g o n w h i ch co n tex t sel ec ti o n i s co n fi g u red , b u t i s easi l y i d en ti f i ed b y

th e w i n d o w ti t l e. Th e fi l ter o p erati o n , o n th e o th er h an d , i s al w ays th e sam e. The general process

is explained here using the example of filtering the master catalog.

To filter by product or item, follow the steps below:

1. Select the field you want to use as a filter criterion in the selection field beside the filter line.

Example of field selectionfor filtering

2. Enter the required value in the filter line.

Note that this string must be at least three character long, and that placeholders are not

accepted. This means that the sequence of characters in the character string must be correct.



3. To start the filter operation, click on

The table lists all entries that contain the specified sequence of characters.

Incorrect filter queries are indicated by an icon displayed directly after the input field ( ). Click on this

icon for more detailed information.

Error message

1.3.1.3 Saved queries

Note: The queries available to you correspond to the underlying user profile assigned to you by

your administrator. Your user profile takes account of all field rights and object rights that apply

to your role within your user group.

For a simple search, select in the Co n tex t sel ec ti o n menu bar. You can access search queries

here that can be selected for specific items or specific products. These queries can be divided into two

categories:

1. Saved search queries

These queries were individually compiled in PIM Desktop using the Item search , Pro d u c t

search or S tru c tu re g ro u p search views and saved under a unique name. As a result, they

can be displayed in a structured format in categories or as a "flat" list.

Saved item-specific queries

2. Standard queries

These queries comprise the data filters that are most commonly used to access items or

products.



Product-specific standard queries.

They provide you with a basic "framework" on which you can "hang" your specific search. For each

query, you are required to complete a dialog box with details for the search. Mandatory fields are

indicated by a red asterisk.

Adding details to a standard query

Select the required settings and choose Search to start the search operation.

1.3.1.4 Search

You can select in the context selection menu bar to access the S earch function. All indices that

have been created and exist in PIM Desktop are listed here in a selection window.



Search perspective

The user interface is provided in the following configuration:

Area Description

Define the search parameters in the first line of the navigation area. You can click on therefresh icon ( ) to synchronize the contents of PIM Web with the current contents of PIMDesktop.

Opens a selection field listing all created indices.

The next field is intended for explicit entry of the search term. All standard placeholders are possible (commonly used operators: ?, *, %).

Indicates the date on which the current index was created in a tooltip window.

Used to initiate the search operation.

Once a search operation has been initiated, all preset faces for this index are displayed inthe area below. Facets are groupings that include realistic ranges of values relating to therelevant feature. You can activate these to further restrict the number of objects found.

A maximum of 5 ranges of values per feature are displayed. If there are more, you will seea link to a dialog box where you can activate others. When this dialog box is closed, theranges of values selected are integrated into the facet selection, so that 5 ranges of valuesare still displayed.

The search result shows the hit rate in brackets.

The relevant search result is displayed in a table here. The order is based on thepercentage match with the search term. The hits right at the top have the highest level ofcongruence.

In addition, you can use the icons displayed on the right-hand border of the screen toperform the following activities:



Area Description

Create task from search result

Export search result immediately

The detail view provides information divided among a number of subject-specific tabs:These relate to the underlying object type (item, variant, product) and provide targetedediting options.

1.3.1.4.1 Index

Note: The available indices are configured and scheduled by the administrator in PIM Desktop.

Specific details of how this is done are provided in the user manual for PIM Desktop.



1.3.1.4.2 Performing a search

To perform a search:

1. Select in the context selection menu bar to open the search perspective.

2. In the selection field opened with , select the relevant search index.

3. Use to check how up-to-date the selected search index is.

4. Enter a search term in the field next to the index selection.

5. Click on .

The content of the context selection changes as follows:

A. if the search index related to items



B. if the search index related to the master catalog

6. To restrict the result, activate the relevant facets or configure their ranges of values to meet

your requirements.

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7. All associated attributes are also displayed and provide an additional filter option.

8. Once you have made all your settings, click on again.

Ideally, the search result will then provide the expected data records.

1.3.2 Detail v iew

From the product detail view, you can access products, their variants, or their items, depending on the

mode that has been preset by the administrator. The data is organized into various, subject-specific

tabs. The screen display arranges these tabs in a very user-friendly way, by providing arrows that you

can use to scroll backwards and forwards.

An overview of these tabs and a summary of their contents is provided below:

22



Tab Contents

Header This lists the most important information, such as product number, status,supplier or manufacturer assignment, and the status of the current version,which can be used for identification purposes.

Preview Predefined object-specific export format templates enable you to get an idea ofwhat your data will look like in various views.

Text This tab is primarily used to maintain descriptions. The fields are available in alllanguages for which a language pack is licensed. The German and Englishlanguage packs are delivered as standard. The description can be displayed for one language in each case.

Prices All existing purchase prices and selling prices are displayed on this tab. Theseare provided for information purposes only and cannot be edited.

Media attachments If media attachments have been assigned to the product/item, these aredisplayed here, including any media derivatives that may exist.

Classification If the item is assigned to a structure group, this is displayed here in a linearhierarchy. As some structure systems permit assignment to multipleclassifications, multiple entries may also be listed here.

Attributes Specific features, such as the size or forms of an item, are listed here. Theirform may be adjusted but they cannot be created or deleted.

Variants If any product/item variants exist, these are shown here. These are provided forinformation purposes only and cannot be edited.

References All referenced products are listed here. New products can be added, whileexisting products can be edited or, if necessary, deleted.

Orderinginformation (foritems)

Data that must be taken into account when ordering is noted here, forexample, units or restrictions.

Logistics (for items) If specific delivery restrictions apply to an item or if tools are required fortransport, these are entered here. The assigned units, quantities or intervals forthe delivery are also maintained here.

History The history is comparable to an editing log. It records the date the structurewas created and the user who created it, and logs the date and user for themost recent change to the structure.

Translation In contrast to the Text tab, you can create any number of language variantshere in accordance with your requirements. All field translations are maintainedhere.

Surcharges This tab, which lists all existing surcharge criteria, is displayed in the itemoverview.

The previous section describes how to perform targeted searches for products, items, structures or

tasks.

1.3.3 Editing data

Note: You will find basic information about editing data in the online help for PIM Desktop.

Please refer to that information for details relating to the specific definition of items and

products. Here, we describe the differences and specific display format in PIM Web.

17



Data selection

You must select a data record before you can access it and edit its field contents. By default, you can

select the highest hierarchy level, i.e. the product data, from the context selection. You simply c l i ck

o n ce on a data record in the table view to open the corresponding detail view. You can d o u b l e-c l i c k

on a data record to open the assigned variants or items in the detail view.

Alternatively, you can use the arrow next to the view selection:

Open the level below in the tree structure or data

hierarchy (also known as "drill-down").

Display the level above in the tree structure or data

hierarchy (also known as "drill-up").

F ield types in the detai l v iew

If fields can be edited or if the administrator has given your user group permission to edit specific fields,

an icon ( ) is displayed after the field. As the fields are imported from PIM Desktop, the field

definition there also specifies whether they are simple input fields or selection fields containing

predefined values.

Selection field w ith preset values Single-line input field Multi-line input field

Selection fields always have anarrow, which you can use todisplay the list of preset valuesfor the field. If you enter avalue that is not one of thepreset values, a specific flag ( )is displayed before the datarecord to indicate this.

Errors in input fields that appear in the detail view rather than inthe table view are similarly flagged ( ).

Changes are always saved automatically after you exit the field.You can achieve the same effect by pressing the Enter key.



Drop-down list

If the list contains more than 10

entries, you can use the arrows

provided to scroll up and down

through the list.

If a longer entry is required for a field, as in the case of the item long description, a text editor is

provided.

Text editor w ithout editing menu

The editing menu is hidden by default, which provides sufficient support for simple text entry. You can

use / to show and hide the menu.

Text editor w ith editing menu

If your entry is more complex, you can use the editor in a separate window by selecting Open in new

w indow .



Text editor

The text editor helps you enter and format entries in the same way as a word processing program. You

can select text and then choose which font to use and apply paragraph formatting. The size and

position of the editor can be changed to suit your requirements. When you point your mouse pointer at

one of the borders and the shape of the pointer changes to a two-headed arrow ( ), you can then pull

the edges out or pull them in to make the box bigger or smaller as required. In the lower button area,

you can move the editor to a position of your choice on your screen when the mouse pointer changes

to .

The meanings of the various buttons in the text editor are outlined below:

: Switch function for activating/deactivating the spellchecker

: Cut

: Copy

: Paste

: Insert as text

: Open "Find and Replace" dialog box

: Open dialog box for inserting an icon

: Undo last change

: Redo last change

: Delete formatting in selected text

: Numbering

: Bullets

: Display selected text in bold

: Display selected text in italics

: Underline selected textThere may also be a drop-down list if administrative users in PIM Desktop have created user-defined text features.

As with most text editors, a distinction is made here between the end of a line and the end of a

paragraph. For a simple line break, press Shift and Enter at the same time. To insert a paragraph

break, simply press the Enter key.

31



Information: When you insert content that you have copied from other applications, the

formatting is fully preserved, including the addressing in references. This type of editing is the

only type that requires explicit saving after you have finished entering the data. All other entries

are written to the PIM Desktop database after a time delay of approx. 5 seconds or after you

exit the field.

1.3.4 Checking data

Note: You will find basic information about the spellcheck function in the online help for PIM

Desktop. Here, we describe the differences and specific display format in PIM Web.

Spellcheck administration

All settings for the spellcheck are made in PIM Desktop. This includes permissions for using and

maintaining the dictionaries. If the spellcheck is deactivated by the administrator there, the

corresponding menu options or icons are hidden in PIM Web.

As dictionaries are used across the company as a whole, it is essential that consistent terminology be

used at all times. This is why, if the spellcheck is activated and you have permission to make proposals

for words to be added to the dictionary, an administrator may reject the proposals you make.

The spellcheck is only applied to language-specific fields. It is therefore based on the dictionary that

corresponds to the set operating system language or assigned value of a field.

Applying the spellcheck

As PIM Web enables browser-based processing, the spellcheck can be applied in two different modes:

The screen content that is currently displayed is checked in full. Errors or words not recognized by

the dictionary are highlighted in color.

Multiline entries can be checked by clicking on an icon in the text editor. Errors or words not

recognized by the dictionary are also highlighted in color in this case. However, read access only

is available for the entire content of the field while the spellcheck is active. The field content can

only be edited again after you click on the icon a second time to deactivate the spellcheck.

General spel lcheck

Choose View > Activate spellcheck to trigger the check mechanism for the screen content that is

currently displayed. An example of how the spellcheck appears is shown below:



General spellcheck activated

When you move your mouse pointer over a marked character string, the entire field is highlighted in

color, and you can then make the necessary correction in editing mode ( ).

Clicking on a character string that is highlighted in red opens the corresponding pop-up menu. In the

pop-up menu, you can choose options for adding terms to the dictionary or selecting an alternative

spelling from existing proposals.

Pop-up menu forthe spellcheck

Spellcheck in the text editor

If you want to edit multiline entries, you can choose to access the text editor. The text editor offers

more user-friendly editing options. To avoid disrupting the processing flow, the spellcheck is

implemented via a switch function. This means that you can choose / to access or exit the

check. While the spellcheck is activated, it is essential that the strings cannot be edited in any

other w ay, i .e. that only read access to these strings is avai lable. Write access is only possible

once the spellcheck has been explicitly exited.

When the spellcheck is activated, the editor appears as shown in the following example:

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Activated spellcheck in the text editor

Any character strings highlighted in red are not recognized by the dictionary or are spelled incorrectly.

Clicking on a highlighted character string opens the corresponding pop-up menu. In the pop-up menu,

you can choose options for adding terms to the dictionary or selecting an alternative spelling from

existing proposals, provided that you have the permissions required to do so.

You do not need to process all highlighted character strings. You can switch back to editing mode at

any time by choosing .



1.3.5 Referencing data

Note: You will find basic information about editing data in the online help for PIM Desktop.

Please refer to that information for details relating to the specific referencing of items and

products. In there we describe the differences and specific display format in PIM Web.

The most noticeable differences in relation to the referencing of products, variants or items in PIM Web

are as follows:

the option of using a type of batch editing function

direct selection of the object to be referenced from the relevant table

A step-by-step guide to using references is provided below.

Selecting the object to be referenced

1. Select the relevant catalog in the pop-up menu.

2. Select the relevant entry in the table.

3. In the detail view, click on the "References" tab.

References of a product

Editing options

The icons for calling up the dialog box in different modes or for color highlighting are displayed,

depending on whether you have selected a table entry. Moving the mouse pointer over the icons

displays a quick info for each function.

Icon Meaning

Opens the dialog box for creating a new reference.

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Icon Meaning

Opens the dialog box for editing the reference that is currently selected.

Deletes the selected reference.

Creating new references

1. Click on the icon for creating a new reference.

Dialog box for creating a new reference

2. Select the reference type from the selection list

Reference type

3. Enter the object type (product, variant, item) for which you want to create a link.

4. You can enter the object number directly, use CTRL+V to paste it (if it has already been copied)

or select it directly from the table.



Direct selection

For direct selection, click on Choose element.

A new window opens, where you must select the required entry. An information message is

displayed at the bottom of the window, which you must confirm before closing the window.

5. The object number you have just selected has been copied into the relevant field.

6. The number is required for parts lists in particular.

7. The sequence is relevant for the "Up-Selling" reference type.

8. Choose Ok to confirm your entries or Cancel

to discard them. The dialog box closes.

Batch editing

In certain situations, you will need to create multiple references. For example, you may have been

assigned a task that requires you to do so. In this case, you can click on the "Create another

reference" checkbox in the dialog box.

1. After you create the first reference and choose Ok to confirm it, the dialog box remains open for

further editing.

Dialog box w ith confirmation

2. Follow the same steps for all subsequent references you want to create.



3. Once all references are created, click on the "Create another reference" checkbox again to

deactivate it. To finish editing, click on in the top right corner of the dialog box to close the

current window, or choose Ok.

The dialog box is closed.

1.3.6 Creating data

Note: The creation of data is regulated by the user profile that your administrator has assigned

to you. Your user profile takes account of all field rights and object rights that apply to your role

within your user group.

Essentially, the currently selected data record serves as the basis for creating a new record in the table.

The creation of new data may mean a number of different things, i.e.:

1. You use to create a new data record in the table.

2. You fill a blank data field with content in the detail view.

You complete the information that is not covered in the table view.

You will find the functions you need to create this new data in the relevant editing menu .

Product editing menu

13



1.3.7 Exporting data immediately

Note: Exporting of data is regulated by the user profile that your administrator has assigned to

you. Your user profile takes account of all field rights and object rights that apply to your role

within your user group.

Sometimes there are situations in which you might want to transfer data immediately for more detailed

review or revision / correction. This is done using the immediate export function, which accesses export

format templates that are available for all table objects. These can be created for specific objects in

PIM Desktop and must be assigned the purpose "Available for immediate export".

Caution: As two types of format templates can be created for export (database entry or

separate file), it is important to know that the immediate export uses exclusively the database.

To perform an immediate export:

1. Select the table entries you want to export.

2. Click on .

A tooltip shows the assigned export format template.

3. If the export format template meets your requirements, click on the tooltip.

4. The following dialog box appears:

Dialog box for immediate export

Here, you have an opportunity to change the quantity of data records to be exported.

5. Click on Start export to initiate the immediate export.



A link to the generated export file appears in the dialog box.

L ink to export .

6. You can use this link to open the file manager window, where you can specify the storage

location for the file. If any media attachments are assigned, they are provided in a separate zip

file, which you can use as described above.

L ink w ith media attachments

1.3.8 Referenced media attachments

Note: Basic information about multimedia data maintenance is provided in the online help for

PIM Desktop. Here, we describe the differences and the specific display format in PIM Web.



The attachments are read from PIM Desktop. In other words, the attachments that have been assigned

to each product or item are displayed for that product or item here.

Media attachments

The following details are provided:

Each media attachment is available in one language. By default, this is the operating system

language, but any other licensed language can be selected.

Standard thumbnails are displayed for all data types.

Any derivatives that exist are also shown.

The information that has been stored and the current resolutions are provided for each

thumbnail.

You can download or delete existing media attachments if your administrator has assigned you

the permissions required to do so.

1.3.9 Prev iew function

To make it easier for you to assess the completeness or quality of your data, the latest version of PIM

Web includes a function that provides a visual representation other than tables or forms. PIM Desktop

enables you to display products, your variants, items and structure groups in a browser-based



preview at a click of the mouse.

The previews are defined as export format templates in PIM Desktop, and are identified by the

purpose Preview . Depending on the setting, they can either apply to individual selected objects or to a

multiple selection. Based on their data type, they are displayed on the Preview tab. They can be

executed directly, either in the same window or in a separate window.

Prev iew templates forproducts

As a preview always involves using a different amount of RAM, the system puts in place certain

limitations. For example, the default maximum number of data records is defined as 100. If more

data records are selected, the preview is grayed out and is thus inactive. If it takes too much time to

create the preview (currently a maximum of 20 seconds), the action is also canceled. An error message

tells you the reason.

Preview examples

Prev iew in list v iew



Facebook-like prev iew

1.4 Structure sy stems

Note: Most of the information you require about structure systems is provided in the online help

for PIM Desktop. Here, we describe the differences and the specific display format in PIM Web.

The standards that apply in e-business are also described in detail there.

Large data volumes require a structure in order to ensure that users can work efficiently with them.

There is a very good reason why the term "cataloging" exists, which is synonymous with ordering,

sorting, grouping or arranging into a system. Systems such as c l assi f i cati o n, categ o r i zati o n,

asso r tm en t assi g n m en t or m ater i al g ro u p assi g n m en t are used to structure data, depending on the

purpose for which the data is to be used.

If the data is to be made available to customers for direct use in an online shop, the system must not

involve too many hierarchical levels in order to avoid confusing potential customers and to offer fast,

direct navigation options.

If the data is to be provided to suppliers, it must be possible to integrate specific technical details. An

extensive range of standardized classification systems already exists for this type of data exchange, and

are used both nationally and internationally by the relevant industries.

This section provides more information about the options available in PIM Web.43



1.4.1 Assigning structure systems

Note: The display format used depends on the defaults that your administrator has assigned to

you via your user profile. Here, we describe the full scope of editing options.

You can select in the context selection menu bar to access stru c tu res. All structure systems that

have been created and exist in PIM Desktop are listed here in a hierarchical tree structure.

Structures in context selection

The systems are maintained and adjusted as required in PIM Desktop. There is a 1:1 transfer of the

structures from there to PIM Web. The products and items may already have undergone an initial

classification and only require some "final touches" at this stage.

For the assignment itself, the following steps are recommended:

1. Select the data pool that is to be classified using a corresponding search query. Alternatively,

you may have been assigned the task of assigning products (together with their items) to a

structure system, and you make the correct selection in this way.

2. Use the pop-up menu to select a suitable category in the required structure group.

3. Select the data records in the table.

4. Use drag & drop to drag these into the selected category.



As some structure systems allow you to classify items or products more than once, the

following dialog box is displayed:

Classification dialog box

If you select the classification type Move: Items or products are assigned to this structure

only.

If you select the classification type Copy: Items or products are to be assigned to other

structures also.

5. Select the required classification type, and click on Ok.

All of the resulting information is displayed in a result overview:

Classification result

If the items or products are already classified, the operation is canceled.



1.4.2 Maintaining structure systems



From the context selection, you can access the S tru c tu res menu option. All structure systems that have

been created and exist in PIM Desktop are listed here in a hierarchical tree structure. The systems are

maintained and adjusted as required in PIM Desktop. There is a 1:1 transfer of the structures from there

to PIM Web.

To switch to the editing view, choose to open the display menu, and select the S h o w stru c tu res

entry.

Display menu

As structure groups are hierarchically structured systems, you can use / to access the various

levels. Editing is possible for descriptive texts and media attachments. You can also choose to

create tasks that are based on selected structure groups/structures.

From the structure group detail view, you can access structures, depending on the mode that has been

preset by the administrator. The data is organized into various, subject-specific tabs.

Detail v iew of structures

An overview of these tabs and a summary of their contents is provided below:

Tab Contents

Header This tab lists the most important information, such as the structure groupidentifier, which can be used for identification purposes, as well as informationabout the most recent change.



Tab Contents

Text This tab is primarily used to maintain descriptions . The fields are available inall languages for which a language pack is licensed. The German and Englishlanguage packs are delivered as standard. The description can be displayed for one language in each case.

Media attachments If media attachments have been assigned to the structure, these are displayed

here, including any media derivatives that may exist. You can choose toadd new media attachments.

Features Specific features, such as the size or forms of a structure, are listed here. Theseare provided for information purposes only and cannot be changed.

Products All products assigned to this structure are listed here. These are provided forinformation purposes only and cannot be edited.

History The history is comparable to an editing log. It records the date the structurewas created and the user who created it, and logs the date and user for themost recent change to the structure.

1.4.3 Deleting structures



Because of their complexity, structure systems are never complete and must be adaptable to cope with

technological progress. This means that it is occasionally necessary to remove structures from your

"composite structure system". Depending on the data model installed, structures can be deleted at

product (2 or 3 layer) or item level (1 layer).

Structures can be deleted directly in the structure system or in the detail view of a product using the

"Classification " tab.

To do this, follow the steps below:

1. Click on the relevant entry in the table displayed.

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It is then selected and the delete button is activated.

Selecting a structure

2. Click on .

A confirmation prompt is displayed to prevent you from deleting by mistake.

Confirmation prompt

3. Confirm with Yes.

The dialog box closes and the relevant entry is removed from the table.

1.5 Tasks

Note: Most of the information you require about tasks is provided in the online help for PIM

Desktop. Here, we describe the differences and the specific display format in PIM Web.

Tasks are created in various ways in PIM Web and are assigned to specific employees . All tasks

that have been assigned to you are listed in the Task s view. You can select in the context

selection menu bar to access them

Essentially, all tasks assigned to you arrive in the Task s n o t accep ted directory.

You must accept a task before you can execute it.

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1. Go to the Task s n o t accep ted directory.

2. Select the task in the table.

3. Click on .

The task is displayed under the "My tasks" node.

Context selection – Tasks

An overview of the icons used in the detail view is provided below:

Icon Meaning

Create a new task

Mark task as completed

Accept task

Assign task

Show task details

Refresh display

Hide completed tasks

This section explains the structure of the detail view and how to manage tasks .49 53



1.5.1 Task details

The content displayed in the detail view depends on the entry you selected in the context selection.

Table display of accepted tasks

Here, as in all other detail views, you can customize the display . You can combine the following

fields:

F ield selectionmenu

You will find an overview of the icons in the detail view here .

The tasks may be displayed with different formatting. The meaning of this formatting is explained

below:

Formatting Meaning

Black font The task is not yet completed and has not exceeded any deadlines, or nodeadlines were specified.

Yellow font The escalation date has been exceeded or was not specified.

Red font The deadline for processing the task has been exceeded.

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Formatting Meaning

Green strikethrough font The task has been completed.

When you select a table entry, the details for the relevant task are displayed below it or next to it. Most

fields are self-explanatory and require no further explanation. They correspond to the PIM Desktop-task

dialog and are transferred 1:1. You can edit field entries if you have been assigned the permission

required to do so ( ). To specify progress on a task, you can select percentage values in increments of

25%.

Task details

1.5.2 Creating tasks

As in PIM Desktop, tasks can be created in different ways in PIM Web. The essential difference

between tasks is the form in which they are available to users:

static tasks

dynamic tasks

Static tasks

The data (products, variants or items) that is selected in a catalog or in a structure group or is

filtered by a search is prepared as a task. The number of data records remains unchanged. You

create static tasks as follows:

1. Select the required catalog or structure group in the context menu.

2. Select the relevant entries in the table.



3. Click on the icon for creating a task .

The following dialog box opens:

Dialog box for creating a new task

4. Complete all fields or, as a minimum requirement, the mandatory fields (*). It is important that

you use a meaningful description to ensure that the user to whom the task is assigned can

complete the task without difficulty. All other fields have the same functions as in PIM Desktop.

5. Choose Ok to confirm your entries or, to discard them, choose Cancel.

The dialog box closes.

Dynamic tasks

The search used to filter the data pool is itself saved as a task. As the master catalog may change

between one data movement and the next (import/export), the number of data records does not

remain constant. You create dynamic tasks as follows:

1. In the context menu, select the Search menu option.

2. Select a suitable search query and perform the search.20



3. Click on the item for creating a task in the result overview.

The dialog box shown above opens. Here, you can save the search query as the basis of a

new task:

Selecting a task type

4. Complete all fields or, as a minimum requirement, the mandatory fields (*).

5. Choose Ok to confirm your entries or, to discard them, choose Cancel.

The dialog box closes.

1.5.3 Assigning tasks

If you have the rights required to do so, you can assign tasks to other users or user groups. You will

know that this is the case if other users within your task group or other task groups are also displayed in

the context selection. To make things simpler, a line for filtering is included.

You can re-assign tasks from each directory available.


1. Go to the relevant directory.




3. Click on .

The following dialog box opens:

Dialog assignment

4. In the selection field, select the new assignee user and choose Ok to confirm.


Caution: While you can delegate tasks from each available directory, you can only mark tasks

as completed in your personal directory, M y task s. These tasks are then removed from your

directory.

1.5.4 Processing tasks

In the table overview, select the task you want to process. The precise instructions for what to do are

contained in the description of the task details.

When you double-click on the relevant table entry, you "open" the actual task and you can then

execute it as set out in the description. To process the task, use the arrow ( / ) to switch between

entry levels, i.e. from the product details to the item details and back again.

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Product details for the task

Once you have finished a task, mark it as completed.


1. Go to the M y task s directory.


3. Click on .

The task is displayed in green strikethrough formatting.



1.5.5 Deleting tasks

To delete tasks, follow the steps below:

1. Go to the M y task s directory.


3. Click on .

A confirmation prompt is displayed to prevent you from deleting tasks by mistake.

4. Choose Ok to confirm.

The dialog box closes and the relevant entry is removed from the table.



1.6 Maintaining media attachments

Note: Basic information about multimedia data maintenance is provided in the online help for

PIM Desktop. Here, we describe the differences and specific display format in PIM Web.

You can select in the context selection menu bar to access m ed i a attach m en ts. All media

attachments that have been created and exist in PIM Desktop are listed here in a hierarchical tree

structure. There is a 1:1 transfer of all attachments from there to PIM Web.

Maintaining media attachments

The user interface is provided in the following configuration:

Area Description

You define the context selection in the navigation area. The menu you select is expanded,and displays the selection based on the content saved in PIM Desktop. You can click onthe refresh icon ( ) to synchronize the contents of PIM Web with the current contents ofPIM Desktop.

The light table display shows the existing media attachments with a thumbnail view. Youcan use the icon in front of the window title to add media attachments.

Opens a dialog box that you can use to load media attachments to PIMWeb.

Depending on the number of attachments, you can use the arrows provided to navigate inthe required direction:

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Area Description

Navigates to the first page

Navigates to the previous page

Navigates to the next page

Navigates to the last page

In addition, you can use the icons displayed on the right-hand border of the screen toperform the following activities:

Show the search line

Refresh the screen contents

Option for defining the size of the thumbnail

The detail view provides information divided among a number of subject-specific tabs:

Tab Contents

Header This lists the most important information, such as file name andformat, as well as information about when the attachment wascreated and the last time it was changed.

Detail This tab lists all of the technical information, such as color depth,resolution, size, height, width and, for certain graphical formats, thenumber of levels.

Usage list All links for the current media attachment are displayed here. Theseare arranged by product, variant, item and structure group, and can befiltered using the selection field.

Image preview Thumbnails may have three different sizes, which you can define inthe detail menu. Depending on the size you select, you can scale thepreview in accordance with your requirements in order to create adetailed impression. To do this, move the icon in the scaling line untilthe display appears as required.

1.6.1 Referencing media attachments

Media attachments can be referenced in the same way as products, variants or items:

using the option of using a type of batch editing function

using direct selection of the media attachment to be referenced from the relevant light table

display



A step-by-step guide to creating image variants is provided below.

Selecting the media attachment to be referenced

1. Select the relevant catalog in the pop-up menu.

2. Select the relevant entry in the table.

3. Click on the "Media attachments" tab in the detail view.

4. Click on .

Dialog box for creating a new variant

5. Enter the relevant values in the fields or select the relevant entries from the pre-defined values in

the drop-down lists.

6. You can enter the document identifier manually if you know its storage location. However,

direct selection is easier.

Direct selection

For direct selection, click on Choose element.

A new window opens, where you must select the required media attachment. An information

message is displayed at the bottom of the window, which you must confirm before closing the

window.

1. The document identifier you have just selected has been copied into the relevant field.

2. Choose Ok to confirm your entries or Cancel

to discard them. The dialog box closes.

Batch editing

In certain situations, you will need to create multiple references. For example, you may have been

assigned a task that requires you to do so. In this case, you can click on the "Create another

reference" checkbox in the dialog box.

1. After you create the first reference and choose Ok to confirm it, the dialog box remains open for

further editing.

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2. Follow the same steps for all subsequent references you want to create.

3. Once all references are created, click on the "Create another reference" checkbox again to

deactivate it. To finish editing, click on in the top right corner of the dialog box to close the

current window, or choose Ok.


1.6.2 Uploading media attachments

Media attachments can be transferred to PIM Web in various ways:

1. using PIM Desktop and then updating the view,

2. or directly using the PIM Web "Upload media attachment" window.

This section describes how this can be done in PIM Web:

1. Go to the directory to which you want to upload the media attachments.

2. Click on .

The following window opens:

Upload media attachment

You now have two options for adding media attachments:

3. Open a file manager window with the directory containing the relevant attachments.



4. Select the entries and move your selection to the above window using Drag & Drop.

The window changes as follows:

Media attachments added using Drag & Drop

5. Here, you have the option of excluding individual files from the upload by clicking on the

associated .



6. Click on Start upload:


Media attachments uploaded

7. Close the window by clicking on or Close.

The option for adding media attachments involves individual files and is done as follows:

3. Click on Add fi les.



4. Select the relevant file and confirm your selection. In our case, we have repeated this operation

several times.

The window now looks like this:

Add media attachments indiv idually

5. Once again, you have the option of excluding individual files from the upload by clicking on the

associated .



6. Now click on Start upload:


Media attachments uploaded

7. Close the window by clicking on or Close.

1.7 Administration

Note: Users are managed in PIM Desktop. For this reason, you will only find information about

administration in the online help for PIM Desktop.


Index

Index

- A -Administration 63

- B -Back end 7Browsing tables 19

- C -Catalog exchange formats 42Classification 43Classification result 43Classification standards 42Classification type

Copy 43move 43

Client/server architecture back end 7client 7definitions 7front end 7server 7

Context selection 12Creating data 37

- D -Data entry 27Data maintenance

overview 14Data pool

data transfer 14master catalog 14

Data preparation basic information 14

Detail view 12Item 26Product 26Variant 26

Display menu products/structure switch 12

Documents 39

- E -Export data immediately

with media attachments 38Export format templates 38

- F -Facets

Activate 24Fat client 7Field types 27File attachments 39Front end 7Full text search

Attribute search 17Faceting 17Feature search 17Single field search 17

- I -Identification standards 42Image preview

set size 56Image variants 57Item

editing 27Item search 17

- K -Knowledge 9

- L -Login dialog box 11

- M -Media attachments

Detail view 56light table display 56Maintain 56

Multimedia attachments 39Multimedia data 39

- N -Navigation area

breadcrumb trail 12

- P -Prerequisites for editing 9Preview

of items 40of products 40of structure groups 40of variants 40

Preview function 12


Index

Preview function 12Call up 40Detail view 40Limitation 40List view 40

Product editing 27

Product search 17Program interface

header 12layout 12

- Q -Quick search 19

- R -Reference type 34References

create 34, 57edit 34, 57object type 34

Rich client 7

- S -Search

Attribute search 21Faceting 21Feature search 21general 17Index 23Item 17limit using facets 24Perform 24Product 17Single field search 21Structure 17Task 17Variant 17

Search line hide 19show 19

Search queries saved 20Standard queries 20

Search results filter using attributes 24

Search strategies Combined word search 17Facet search 17Full text search 17

Ontology 17Placeholder search 17Simple word search 17Thesaurus 17Word search 17

Simple search 20Smart client 7Spellcheck

apply 31general 31in the text editor 31

Spellchecking Activate 12Deactivate 12general 12

Structure search 17Structure systems 42

assign 43Change 46Maintain 45

Structures 43Delete 46show 45

- T -Task

accept 47My tasks 47New 47Tasks not accepted 47

Task search 17Tasks

assign 52delete 55Details 49dynamic 50Formatting 49mark as completed 53process 53Progress 49static 50Table 49

Text editor End of paragraph 27Hide editing menu 27icons 27line break 27Show editing menu 27

Thin client 7Typographic conventions 10


Index

- U -Uploading media attachments

individual files 59multiple files 59using Drag & drop 59

User login 11set language 11

User management 63

- V -Variant

editing 27Variant search

Structure 17View 12

- W -Web access

basics 6objectives 6summary 6

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