Cleansing and validation profiles – novomind iPIM Documentation

In this subsection of the “Administration” you can create and maintain cleansing and validation profiles. In a cleansing and validation profile you can group a given selection of cleansing rules and validation rules. Learn more

The table in this subsection lists all the existing cleansing and validation profiles. Using the corresponding tools you can filter the list cleansing and validation profiles by a search term or you can manipulate their order. And in case of a multi-page list, you can navigate between the pages. Click here to learn more about this.

Set up cleansing and validation profiles

Create a new cleansing and validation profiles

In order to create and configure a new cleansing and validation profile, proceed as follows:

Click on the button to call up the configuration overview for cleansing and validation profiles.
Enter a name for the cleansing and validation profile in the input field “Name”.
Possibly enter a short description text in the input field “Description”.
Click on the button in the footer to create the cleansing and validation profile.

Set up cleansing rules

Possibly add a cleansing rule:
1. Select a rule type from the menu in the footer of the “Cleansing rule” card.
2. Click on the button to call up the corresponding dialog box.
3. Configure the cleansing rule as desired.
4. Click on the button to finish the configuration. Following this, the newly configured rule is shown in the list.
Possibly add further cleansing rules as described above.

This screenshot shows the configuration of a cleansing rule using the example of a “Word case/capitalization” type rule.

In order to see an overview of the available cleansing rules, click here.

Set up validation rules

Possibly add a validation rule:
1. Select a rule type from the menu in the footer of the “Validation rule” card.
2. Click on the button to call up the corresponding dialog box.
3. Configure the validation rule as desired.
4. Click on the button to finish the configuration. Following this, the newly configured rule is shown in the list.
Possibly add further validation rules as described above.

This screenshot shows the configuration of a validation rule using the example of a “Dirty words” type rule.

Add price attributes

Possibly add a price attribute:
1. Click on the button to call up the dialog box.
2. Enter a title in the input field “Title”.
3. Select an attribute from the “Price type” menu.
4. Select a context from the “Context” menu.
5. Possibly enter a short description in the input field “Description”.
6. Click on the button to finish the configuration. Following this, the newly configured price attribute is shown in the list.
Possibly add additional price attributes.

Add context attributes

Possibly add a context attribute:
1. Select an attribute from the left-hand menu.
2. Select a context from the right-hand menu.
3. Click on the button. Following this, the context attribute appears in the table.
Possibly add additional context attributes.

Add localized attributes

Possibly add a localized attribute:
1. From the left-hand menu, select an attribute.
2. From the menu in the center, select a context.
3. From the right-hand menu, select a locale.
4. Click on the button. Following this, the localized attribute appears in the table.
Possibly add additional localized attributes.

The option to add localized attributes was first introduced in version 5.4.3.

Finish the process

In order to see an overview of the available validation rules, click here.

In order to finish the configuration and save your settings, click on the button. If the process was successful, a corresponding message will appear. The cleansing and validation rule is now created and configured.
In order to cancel the process, click on the button.

Edit cleansing and validation profiles

In order to edit an existing cleansing and validation profile, proceed as follows:

Choose the mapping profile from the list of cleansing and validation profiles.
In the table row of the cleansing and validation profile, click on the button. Following this, you will be directed to the configuration overview.

Basic settings

In order to edit the basic settings of a cleansing and validation profile, proceed as follows:

Possibly edit the name of the profile.
Possibly edit the description of the profile.

In order to In order to save your settings, click on the button. If the process was successful, a corresponding message will appear. The profile is now edited.
In order to cancel the process, click on the button.

Edit cleansing rules

In order to edit the cleansing rules of a cleansing and validation profile, proceed as follows:

In order to deactivate an active cleansing rule, untick the checkbox in the “Active” column.
In order to activate an inactive cleansing rule, tick the checkbox in the “Active” column.
In order to edit a cleansing rule, click on the button in the respective table row to call up the corresponding dialog box. Make the desired changes and finally click on the button.
In order to remove a cleansing rule, click on the button in the respective table row. Following this, the cleansing rule vanishes from the list.
In order to move a cleansing rule upwards within the sequence, click on the button in the respective table row.
In order to move a cleansing rule downwards within the sequence, click on the button in the respective table row.

In order to In order to save your settings, click on the button. If the process was successful, a corresponding message will appear. The profile is now edited.
In order to cancel the process, click on the button.

The sequence of the cleansing rules determines the order in which the cleansing rules are carried out.

Edit validation rules

In order to edit the validation rules of a cleansing and validation profile, proceed as follows:

In order to deactive an active validation rule, untick the checkbox in the “Active” column.
In order to active an inactive validation rule, tick the checkbox in the “Active” column.
In order to edit a validation rule, click on the button in the respective table row to call up the corresponding dialog box. Make the desired changes and finally click on the button.
In order to remove a validation rule, click on the button in the respective table row. Following this, the validation rule vanishes from the list.
In order to export a validation rule as a .json file, click on the button in the respective table row. Once the export is carried out, you can usually access the .json file via your local download folder.

In order to In order to save your settings, click on the button. If the process was successful, a corresponding message will appear. The profile is now edited.
In order to cancel the process, click on the button.

Edit price attributes

In order to edit or to remove a price attribute, proceed as follows:

In order to edit a price attribute, click on the button in the respective table row to call up the corresponding dialog box. Make the desired changes and finally click on the button.
In order to remove a price attribute, click on the button in the respective table row. Following this, the attribute vanishes from the list.

Edit context attributes

In order to edit or to remove a context attribute, proceed as follows:

In order to edit a context attribute, click on the button in the respective table row to call up the corresponding dialog box. Add a context or remove a context. Finally, click on the button.
In order to remove a context attribute, click on the button in the respective table row. Following this, the attribute vanishes from the list.

Remove localized attributes

In order to remove a localized attributes, proceed as follows:

Click on the button in the respective table row. Following this, the attribute vanishes from the list.

Remove cleansing and validation profiles

In order to remove an existing cleansing and validation profile, proceed as follows:

Choose the cleansing and validation profile from the list of profiles.
In the table row of the cleansing and validation profile, click on the button. Following this, the profile vanishes from the list.

In order to confirm the removing of the cleansing and validation profile, click on the button.
In order to revoke the removing of the cleansing and validation profile, click on the button.

Update catalogs

Via this function you can update all the catalogs which use the selected cleansing and validation profile at once. When the function is carried out, all the cleansing and validation rules set as transformation rules are updated accordingly:

Choose the cleansing and validation profile from the list of profiles.
In the table row of the cleansing and validation profile, click on the button. Following this, you will be directed to the configuration overview.
In order to update all the relevant catalogs, click on the button.

Assigned catalogs

First introduced in version 5.5.3: Via the the button you can call up an overview of the catalogs the cleansing and validation profile is assigned to:

Click on the button. Following this appears a dialog box that shows a list of the catalogs the profile is assigned to.

FAQ

Basics

What is a cleansing and validation profile?

In a cleansing and validation profile you can group a given selection of cleansing rules and validation rules.

Set up profile

Can I add several cleansing or validation rules to one profile?

Yes, you can add as many cleansing or validation rules as you like.

Update catalogs and assignment

What does updating catalogs do?

Via this function you can update all the catalogs which use the selected cleansing and validation profile. When the function is carried out, all the cleansing and validation rules set as transformation rules are updated accordingly.

How can I see which catalogs a cleansing and validation profile is assigned to?

Via the button you can call up a dialog box that lists all the catalogs the respective profile is assigned to.

Rights

Key	Identifier	Description
ipim-supply.administration	iPIM Supply – Administration	Right to see the “Administration” tab and to call up the “Administration” section
ipim-supply.cleanser-validator-profiles	iPIM Supply – Cleanser Validator Profiles – Grouping permissions for cleanser validator profiles	Right to see the subsection “Cleansing and validation profiles” and to see existing cleansing and validation profiles
ipim-supply.cleanser-validator-profiles.create	iPIM Supply – Cleanser Validator Profiles – Create cleanser validator profile	Right to create new cleansing and validation profiles
ipim-supply.cleanser-validator-profiles.edit	iPIM Supply – Cleanser Validator Profiles – Edit cleanser validator profile	Right to edit existing cleansing and validation profiles
ipim-supply.cleanser-validator-profiles.delete	iPIM Supply – Cleanser Validator Profiles – Delete cleanser validator profile	Right to remove cleansing and validation profiles
ipim-supply.administration.export-cleanser-validation-profiles	iPIM Supply – Administration – Export Cleanser and validation profiles	Right to export cleansing and validation profiles as .json files
ipim-supply.administration.cleanser-validation-profiles-update-catalogs	iPIM Supply – Administration – Cleanser and validation profiles – Update catalogs	Right to see and to use the “Update catalog” button

In order to be able to access iPIM Supply, a user needs to be related to at least one supplier.
In order to make newly added rights effective for users outside of the regular synchronisation, you must carry out a master data synchronisation for users and roles. This can be done in the “Schedules” tab.
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.