Clients

Clients are a part of the granular authorisation concept of the iPIM system. Via clients you can establish independant access areas with view and edit rights for selected primary, secondary and archive taxonomies. Hereby clients and users are related via roles and rights. The client concept also extends to the option to create context levels which allow the user to maintain product data on different data levels. Additionally, on this level view and edit rights can be granted. All this facilitates a distinct control of product data management by different business units such as sub-companies, brands or product families.

Using the column header tools you can filter table entries or adjust their sequence. In order to filter table entries you can also use the free-text search. And you can customize the selection of attributes that are shown in the table.

2. Enter an identifier in the input field “Identifier”. This identifier uniquely identifies the client.
3. Enter an export identifier in the input field “Export identifier”. The export identifier uniquely identifies the client when exporting data.

4. Enter short descriptions for the different locales.
   1. Click on the   button in the “Description” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized short descriptions in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.

10. Possibly specify a view right for the client. Then any user that has the same right assigned to them will be able to log in and see the corresponding taxonomies:
    1. Click on the button in the “View right” field.A slider showing the user right directory is shown.
    2. Choose the right from the rights directory. Possibly use the text search to filter the list of rights by a search term.
    3. Click on the right to select it.The previous slider is shown again.

• In order to finish the process, click on the SAVE button. A success message is shown. The new client is now created and can be found in the list of clients.
• In order to cancel the process, click on the CANCEL button.

• If no view and edit rights are defined, any user can log in. Also keep in mind, an edit right cannot be a standalone. When defining an edit right you also have to define a view right as the view right is needed to log in.
• If you relate a client to rights, make sure that the role the rights are assigned to is also related to the client or to no client at all.
• Make sure to relate a client to the appropriate languages.

Any user that has the same rights related to them as the client can access and possibly edit in the corresponding taxonomies.

Edit clients

In order to edit a client, proceed as follows:

1. Select the client as described above.
2. Click on the MANAGE button to call up the corresponding dialog box.
3. Make the desired changes.

• In order to finish the process, click on the SAVE button.
• In order to cancel the process, click on the CANCEL button.

Delete clients

In order to delete a client, proceed as follows:

1. Select the client as described above.
2. Click on the button. The  CLICK TO CONFIRM button is shown.
3. Click on the  CLICK TO CONFIRM button to confirm the deletion. A success message is shown and the client vanishes from the list of clients.

Contexts

Contexts are data respectively maintenance planes. They offer the option to maintain product data on different levels. Hence, attributes can have different attribute values, depending on the respective context. For example, you can use different product names for different sales channels or markets.

3. Enter an identifier in the input field “Identifier”. This identifier uniquely identifies the client.
4. Enter an export identifier in the input field “Export identifier”. The export identifier uniquely identifies the context when exporting data.
5. Enter short descriptions for the different locales.
   1. Click on the   button in the “Description” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized short descriptions in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.

• In order to finish the process, click on the SAVE button. A success message is shown. The new context is now created and can be found in the list of contexts.
• In order to cancel the process, click on the CANCEL button.

*The selected type defines from which hierarchie level data is taken over. The setting “Version” effects that data is taken over from the client level whereas the setting “Maintance level 1” effects that data is taken from the context level directly beneath the client level and so on.

Edit contexts

In order to edit a context, proceed as follows:

1. First select the client as described above. Then all the contexts which are assigned to the selected client are listed in the table of the “Contexts” card.
2. Choose the desired context from the table. Possibly use the text search to filter the list of contexts by a search term.
3. Double-click in the table cell you want to edit.
4. Make the desired changes.
5. Leave the table cell.
6. Possibly make further changes to other table cells.

• In order to save your changes, click on the SAVE button.
  A success message is shown.
• In order to dismiss your changes, click on the RESET button.

It might be necessary to expand the language levels to be able to edit particular attribute values. To do so, click on the button in the respective table row.

Delete contexts

In order to delete a context of a particular client, proceed as follows:

1. First select the client as described above. Then all the contexts which are assigned to the selected client are listed in the table of the “Contexts” card.
2. In the table, tick the context you want to delete. You can also tick multiple contexts.
3. Click on the DELETE button in the footer.
   The CLICK TO CONFIRM button is shown.
4. Click on the CLICK TO CONFIRM button to confirm the deletion.
   A success message is shown.

Instead of using the DELETE button, you can also use the "Delete" icon () icon in the respective table row to delete resp. remove individual entries.

FAQ

What are clients in the iPIM system?

Clients are a part of the granular authorisation concept of the iPIM system. Via clients you can establish independent access areas with view and edit rights for selected primary, secondary and archive taxonomies.

What is the client language used for?

The default language selected in the “Client language” menu is the interface language that is preselected when logging in with the respective client.

Why can an edit right not be defined without a view right for a client?

An edit right cannot be a standalone. When defining an edit right, a view right also has to be defined, as the view right is needed to log in.

What happens if no view and edit rights are defined for a client?

If no view and edit rights are defined for a client, any user can log in with this client.

What do I need to keep in mind when relating a client to rights?

If you relate a client to rights, make sure that the role the rights are assigned to is also related to the client or to no client at all. Additionally, make sure to relate the client to the appropriate languages.

What are contexts?

Contexts are data respectively maintenance planes. They offer the option to maintain product data on different levels, so that an attribute can have different attribute values depending on the respective context. For example, contexts can be used to maintain different product names for individual sales channels or markets.

What is the type of a context used for?

The selected type defines from which hierarchy level data is taken over. The setting “Version” effects that data is taken over directly from the client level. The setting “Maintenance level 1” effects that data is taken over from the context level directly beneath the client level.

Rights

The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.