IBM Sterling Data Synchronization Manager: User Guide

IBM Sterling Data Synchronization Manager
User Guide
Documentation Date: 14 July 2013
IBM Sterling Data Synchronization Manager
User Guide
Documentation Date: 14 July 2013
Note
Before using this information and the product it supports, read the information in “Notices” on page 55.
This edition applies to the 6.0.00 release of the IBM Sterling Data Synchronization Manager and to all subsequent
releases and modifications until otherwise indicated in new editions.
© Copyright IBM Corporation 2000, 2013.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Chapter 1. Overview of IBM Sterling
Data Synchronization Manager . . . . . 1
About Sterling Data Synchronization Manager .
Requirements for Using Sterling Data
Synchronization Manager . . . . . . . .
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Chapter 2. Getting Started (First Time
Users) . . . . . . . . . . . . . . . 3
Initial Login to Sterling Data Synchronization
Manager (First-Time Users) . . . . . . . . . 3
Changing Your Password for the First Time . . . 4
Updating Supplier Information . . . . . . . 5
Updating Contact Information . . . . . . . 6
Updating Your Preferences. . . . . . . . . 7
Downloading Documents . . . . . . . . . 9
Sterling Data Synchronization Manager Portal Home
Page . . . . . . . . . . . . . . . . . 10
Chapter 3. Using IBM Sterling Data
Synchronization Manager. . . . . . . 13
Upfront Call . . . . . . . . . .
Areas of Discussion. . . . . . .
Preparing for Your Upfront Call . .
Data Collection . . . . . . . . .
Hierarchical Levels . . . . . . .
Submit a Toolkit . . . . . . . . .
Sterling Data Synchronization Manager
Management . . . . . . . . .
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Validation Process . . . . . . . .
Reasonability Checks . . . . . .
About Registration . . . . . . . .
Registering Data . . . . . . . .
About Publication . . . . . . . .
File Submitted . . . . . . . .
Online Publication . . . . . . .
Submit a Toolkit for Publication Only
Complete the Toolkit Publication Tab .
About Reporting Tools. . . . . . .
Generating a Toolkit . . . . . .
Publication Report . . . . . . .
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Chapter 4. Administrative Maintenance
Password Maintenance . . . .
Changing Your Password . . . .
Update Supplier Information . .
Updating Your Contact Information
Updating Your Preferences . . .
File Management Clean Up . . .
Changing User Name . . . . .
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Chapter 5. Service Level Offering
Policy . . . . . . . . . . . . . . . 53
Notices . . . . . . . . . . . . . . 55
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IBM Sterling Data Synchronization Manager: User Guide
Chapter 1. Overview of IBM Sterling Data Synchronization
Manager
About Sterling Data Synchronization Manager
Sterling Data Synchronization Manager enables you to validate, register, and
publish current item data to the Global Registry. The Global Registry is a data pool
that serves as a worldwide source for companies to store product data, ensuring
that your trading partners have access to accurate, up-to-date, industry-compliant
data.
Thereafter, each time you add items or modify item data, you use Sterling Data
Synchronization Manager to keep the data compliant with GS1 GDSN standards
through registration, and synchronized with your trading partners through
notifications.
Sterling Data Synchronization Manager is a complete and easy data
synchronization solution that offers the following features:
v Data validation of your properly formatted data.
v Error handling – view errors and steps to rectify found by our data compliance
engine.
v Secure communications that enable you to send item registrations to the Global
Registry and notify trading partners of items of interest that you have registered.
v Alternate connections – AS2 or FTP.
v The ability to monitor your registration and notification processes and receive
trading partner confirmations through automated status updates and reports
available on the Sterling Data Synchronization Manager website.
Sterling Data Synchronization Manager makes it easier for you to complete the
following tasks:
v Upload your item data in the proper format.
v Validate, register, and publish your trade item information.
v Monitor your registration and notification processes.
v Receive business partner confirmations from your trading partners.
Hosted or Hosted EX Solution
With Sterling Data Synchronization Manager, you can choose to submit your data
in a Microsoft Excel-formatted toolkit file (Hosted solution) or in pipe-delimited
flat files (Hosted EX solution).
Hosted EX is for customers who choose to submit data in a pipe-delimited flat file
format instead of submitting an Excel-format Toolkit file. The accepted format for
the flat files is documented in the DSM file specification for 1SYNC.xls that you
can download from the document library on the Sterling Data Synchronization
Manager website.
© Copyright IBM Corp. 2000, 2013
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Requirements for Using Sterling Data Synchronization Manager
To use either the Hosted or Hosted EX Solutions of Sterling Data Synchronization
Manager you must meet certain knowledge and system requirements, and have
selected 1SYNC as your GDSN Data Pool.
Knowledge Requirements
To interact with Sterling Data Synchronization Manager, you should have
knowledge in the following areas:
v Data synchronization concepts, including item attribute information and item
link hierarchy concepts, Global Location Number (GLN), and GTIN information.
v GS1 GDSN concepts, such as accepted GTIN hierarchy levels, and types of
messages exchanged.
v GS1 GDSN required attributes for item data registration with the Global
Registry, and required formats for item attribute values.
v Knowledge of Microsoft Excel if you plan to use the Hosted Toolkit.
v For Hosted EX clients, programming knowledge is necessary to create the
extracts.
The initial call with your dedicated Sterling Data Synchronization Manager
Business Analyst will review basic data sync concepts.
System Requirements
To access Sterling Data Synchronization Manager, you must use a computer that
meets the following requirements:
v Microsoft Internet Explorer 6.0 or later
v Subscription with an Internet Service Provider (ISP)
v Microsoft Excel 2003 or later, if you plan to use the Toolkit template provided.
Sterling Data Synchronization Manager Requirements
The following prerequisites must be met before you can access Sterling Data
Synchronization Manager:
v You must have a contract with IBM® for the Sterling Data Synchronization
Manager service. The contract must be signed and approved.
v You must have received a Welcome e-mail, containing your Sterling Data
Synchronization Manager Supplier Login credentials.
v You must subscribe to 1SYNC.
v You must have a valid Global Location Number (GLN) for Sterling Data
Synchronization Manager to validate your data.
1SYNC Membership
An active 1SYNC membership must be maintained to process trade item
information with 1SYNC and complete data synchronization tasks that might be
outside the scope of Sterling Data Synchronization Manager.
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IBM Sterling Data Synchronization Manager: User Guide
Chapter 2. Getting Started (First Time Users)
Initial Login to Sterling Data Synchronization Manager (First-Time
Users)
Before you begin
When you log on to Sterling Data Synchronization Manager for the first time, a
Setup Wizard simplifies the process of entering and modifying contact and
company information and downloading Sterling Data Synchronization Manager
documentation.
Procedure
To log on and start the Setup Wizard, follow these steps:
1. Using your Internet browser, go to https://hsds.sterlingcommerce.com/hsds/.
The Sterling Data Synchronization Manager login page opens.
2. Type your Sterling Data Synchronization Manager user ID (your email address)
provided to you in the “Welcome email” and the temporary password provided
in a separate email titled “IBM Sterling Data Synchronization Manager”, and
click Login.
Note: The user name and temporary password are case-sensitive. After you
have logged into the Sterling Data Synchronization Manager Hosted site, you
can save the page as a favorite if you would like to bypass having to enter
your information each time.
The Setup Wizard displays.
© Copyright IBM Corp. 2000, 2013
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3. Click GO.
The Setup Wizard will guide you through the five steps:
v Changing Your Password
v Updating Supplier Information
v Updating Contact Information
v Updating Your Preferences
v Downloading Documents
Note: For maintenance purposes, you can access the first four steps of the
Setup Wizard using the Administration tab. You can also find additional
documentation by going to the Document Library in the Quick Links area of
the Sterling Data Synchronization Manager home page.
Only one login user name is permitted; however, simultaneous logins are
allowed.
Changing Your Password for the First Time
When you log into the system for the first time, you must create a new password.
About this task
The Change Password screen is displayed after you log on to Sterling Data
Synchronization Manager and start the Setup wizard.
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IBM Sterling Data Synchronization Manager: User Guide
Procedure
1. In the Old Password field, enter the temporary password received from
Sterling Data Synchronization Manager Hosted Support
(#hostedsupport@wwpdl.vnet.ibm.com).
For security purposes, this was sent in a separate email after the Welcome
email.
2. In the New Password field, enter a new password that meets the following
requirements:
v Must contain at least eight characters
v Must contain a combination of alphanumeric characters (special characters
are allowed but not mandatory)
v Cannot contain your username
v Cannot match your last eight passwords
Also, remember that passwords are case-sensitive, and can be changed only
once per day.
3. In the Confirm Password field, enter your new password again to confirm.
Note: To change your password later, select Administration > Change
Password.
4. Click NEXT.
Updating Supplier Information
About this task
The Update Supplier Info screen is displayed after you have logged on to Sterling
Data Synchronization Manager and completed step 1 of the Setup Wizard.
Chapter 2. Getting Started (First Time Users)
5
Procedure
1. Check the information displayed on the Update Supplier Info page. This
information was entered based on the information that was supplied in the
contract.
2. If there are no changes to this information, click NEXT.
Note: The Zip Code field can contain only 5 digits.
To update your supplier information later, select Administration > Update
Supplier Info.
Updating Contact Information
About this task
The Update Contact Info screen is displayed after you have logged on to Sterling
Data Synchronization Manager and have completed steps 1 and 2 of the Setup
Wizard.
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IBM Sterling Data Synchronization Manager: User Guide
Procedure
1. Check the information displayed on the Update Contact Info page. This
information was entered based on the information that was supplied in the
contract.
2. If there are no changes to this information, click NEXT.
Note: To update your contact information later, select Administration >
Update Contact Info.
Updating Your Preferences
About this task
The Update Preferences screen is displayed after you have logged on to Sterling
Data Synchronization Manager and completed steps 1, 2, and 3 of the Setup
Wizard.
The Update Preferences screen displays two options for your review:
v DCE Error Reports
v Publication Report Preferences
The Data Compliance Engine (DCE) Report preferences section of the screen is as
follows:
Chapter 2. Getting Started (First Time Users)
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Procedure
1. Select the method for receiving the DCE report.
Web Only
The results will be posted to the File Management section of the
Sterling Data Synchronization Manager home page.
Email and Web
An email response with the results will be sent, including a notification
that the results have posted to the File Management section of the
Sterling Data Synchronization Manager home page.
2. In the Additional Recipients field, enter the email address for any additional
recipients for the report. Separate all email addresses with a semicolon (;).
3. Select the Delivery Method for the Publication Report.
Web Only
The report will only be available on the Sterling Data Synchronization
Manager website.
AS2/FTP and Web
The report will be sent using your AS2 or FTP connection, and be
available on the Sterling Data Synchronization Manager website. This
option is available only to Hosted EX clients.
Email and Web
An email response with the report will be sent and the report will also
be available on the Sterling Data Synchronization Manager website.
4. In the Additional Recipients field, enter the email address for any additional
recipients of the report. Separate all email addresses with a semicolon (;).
5. Select the Report Format.
Excel
The report will be in Microsoft Excel spreadsheet file format.
Delimited Text File
The report will be a text file with data separated (delimited) by vertical
bars ( | ). This option is available only to Hosted EX clients.
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IBM Sterling Data Synchronization Manager: User Guide
You can view a sample of each type of report.
6. Select the Report Type.
Full Refresh
All responses for published items will be included in the report.
Incremental
Only responses received since the last report will be included in the
report.
Note: To update preferences later, select Administration > Update Preferences.
7. Click NEXT.
Downloading Documents
About this task
The Download Documents screen is displayed after you have completed the first
four steps of the Setup Wizard.
Procedure
Depending on your solution, do one of the following:
v For Hosted Solutions, download the Toolkit.
v For Hosted EX Solutions, download the Flat File Specification.
Chapter 2. Getting Started (First Time Users)
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Results
When your setup is complete, you will see the following confirmation screen.
Sterling Data Synchronization Manager Portal Home Page
Once you have completed your initial setup, you can begin working within the
Sterling Data Synchronization Manager Portal. From the home page you can access
all of the tools required for successful data synchronization.
Below is an overview of the home page.
News and Updates
This area is located at the top of the page. News and Updates displays the latest
advisories related to the Sterling Data Synchronization Manager website. Older
advisories are archived in the Document Library.
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IBM Sterling Data Synchronization Manager: User Guide
Quick Links
Quick Links contains links for the most commonly used features of the Sterling
Data Synchronization Manager site. Some of these options are also located in the
tabs at the top of the page.
Quick Stats
Quick Stats summarizes your progress in registering your item data in the 1SYNC
data pool and synchronizing your data with your trading partners. The link to the
contact information for your dedicated Sterling Data Synchronization Manager
business analyst is also located in the Quick Stats area. If your dedicated business
analyst is out of office, you can use the Hosted Support email and telephone
number listed in the Quick Stats area.
File Management
File Management enables you to view the data files that you have submitted for
processing. You can view your file name and the timestamp that indicates when
the file initially arrived at Sterling Data Synchronization Manager. There is also a
status for each file, along with an action field, so you will know at a glance if you
still have work to do with your data file.
Your dedicated Sterling Data Synchronization Manager business analyst will
explain the Home page during your upfront call. For more detailed information,
refer to the additional topics provided later in this document.
Chapter 2. Getting Started (First Time Users)
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IBM Sterling Data Synchronization Manager: User Guide
Chapter 3. Using IBM Sterling Data Synchronization Manager
Upfront Call
As part of your Sterling Data Synchronization Manager contract we will schedule
an upfront call with the primary contact for your company. For this project, this
call will be set up by your Sterling Data Synchronization Manager dedicated
business analyst.
An email containing call time options will be sent to the email address that was
provided in your data synchronization contract with Sterling Data Synchronization
Manager, and we will attempt to fit the call into your schedule as best possible.
While the invitation to the upfront call will only be sent to the primary contact that
we have on file, you are more than welcome to forward the invitation to other
members of your team.
Should your team be in multiple locations we will set up a call bridge so that
everyone involved will be able to participate. If you plan to have different
divisions working on this project, a primary contact has to be assigned for all of
the divisions as the person who will work with your dedicated Sterling Data
Synchronization Manager business analyst.
Areas of Discussion
We will discuss several areas during the upfront call:
v Sterling Data Synchronization Manager Hosted Home Page Overview: Each
section of the Home page will be reviewed in detail.
v How to access tools that will be required for Data Synchronization:
– Blank Toolkit or Flat File Specs
– 1 SYNC IM Participation Dictionary containing attribute definitions
– GDSN Package Measurement Rules
v Overview of the Toolkit:
Instructions
High level instructions on working with the Toolkit or Flat File Specs.
Your dedicated business analyst will work with you on more detailed
instructions.
Global
Attributes that can appear multiple times for a hierarchal level of an
item.
Target Market
Attributes that could be different depending on the target market, or
country, that your data is slated for.
Data Recipient
Attributes that can be specific to a retailer.
Link
Where hierarchies are created for your item.
Publication
© Copyright IBM Corp. 2000, 2013
13
Used to specify which item hierarchies will be published to a particular
trading partner.
Hardlines
Data specific to a particular industry.
Valid Values
Attribute Code Lists
Lowes
Attributes specific to suppliers that are working with Lowe's stores.
AVP
Attribute Value Pairs or Fast Track attributes that will be trading partner
specific. Your dedicated business analyst can direct you in using these,
depending on the trading partner you are targeting.
v Color coding of attributes as defined by the 1SYNC data pool. Please note that
retailers have specifications of their own for attributes.
Red
Mandatory
Yellow
Conditional
Green
Optional
v Product Hierarchies: How your Consumer Unit is packaged to ship to your
trading partners
Preparing for Your Upfront Call
For clients using the Sterling Data Synchronization Manager Hosted solution, your
company contact will be asked to come to the call prepared with some of the basic,
but required, data that you will supply to your Trading Partners. Your company
contact must have a working knowledge of Microsoft Excel. If the data, such as
weights, dimensions, descriptions, and ordering information for your item
hierarchy, is not available we will ask if you would like to reschedule the call for a
time when this required information is available.
During this call, which typically runs for approximately one hour, your company
contact will receive a detailed view of the Sterling Data Synchronization Manager
Hosted Home page. Your dedicated Business Analyst will take your company
contact through entering the hierarchal data of an item into the Sterling Data
Synchronization Manager Toolkit and covering the attributes required for the
Trading Partner that your company is targeting. If you have chosen the Sterling
Data Synchronization Manager Hosted EX solution, your Sterling Data
Synchronization Manager dedicated Business Analyst will cover the Flat File
Specifications that will be used and the attributes required for your IT group to
create your extract files.
By the end of the call, the data you supplied will be uploaded to the Sterling Data
Synchronization Manager site, which will place the data onto the Sterling Data
Synchronization Manager secure server for processing. Your dedicated Business
Analyst will take your company contact through the process of viewing where
your data is in the process, based on the information shown on the Sterling Data
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IBM Sterling Data Synchronization Manager: User Guide
Synchronization Manager site. Your company contact will be able to view what a
Data Compliance Error report looks like and where the steps to rectify errors, if
any, are located. All of the available reports will be covered during the call, so that
the end result will be success in getting your data to your Trading Partners.
Data Collection
It is important to understand what information is going to be required for data
synchronization and to determine where that data is within your company. Setting
up a data collection process is very beneficial to being successful in your data
synchronization initiative.
Here are some of the departments with which you might have to associate:
v Shipping
– Weights/Dimensions
– Hierarchical Levels
v Sales
– Order Quantity Minimum(s)/Multiple(s)
– Ordering/Dispatching Information
v Marketing
– Signage Information & P.O.S. Descriptions
– Consumer Declaration
– Manufacturer & Brand Owner information
– Item Start Availability Date
v Information Technology (IT)
– Data stored in your backend systems
Hierarchical Levels
When you set up a collection process you have to understand what an item
hierarchy is. The data for all levels of that hierarchy are required to successfully
register trade item information into the GDSN and to synchronize data with your
trading partners.
The following units of measurement are examples of a four tier hierarchy for an
item:
EA
Each
PK
Inner-Pack/Pack
CA
Case
PL
Pallet
Chapter 3. Using IBM Sterling Data Synchronization Manager
15
Not all items will necessarily have a hierarchy associated with them. Large items,
such as a refrigerator or washing machine, are not typically packed more than one
to a pallet. If the consumer unit is shipped to a trading partner in a box or carton
containing more than one of the consumer unit items, there will be a hierarchy to
report.
This is an example of what your hierarchy would look like in the toolkit:
The header rows in the Toolkit are color coded so that it is easily determined
where data is required, conditional, or optional, according to the GDSN. The color
codes are explained below:
Although some fields are in green, indicating that they are optional with the
GDSN, some trading partners might require those fields to be populated for the
item data to be accepted. Your dedicated Business Analyst will work with you to
determine the attribute fields you will have to supply for the trading partner that
you are targeting.
When you have gathered and entered all of the item data, you can submit the data
file or Toolkit for validation.
For more information, see “Submit a Toolkit” on page 17.
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IBM Sterling Data Synchronization Manager: User Guide
Submit a Toolkit
Before you begin
After you have completed the initial data collection, save the toolkit to your
computer or network drive. The next step will be to submit the toolkit to Sterling
Data Synchronization Manager for validation.
Procedure
To submit the toolkit, follow these steps:
1. Select Submit Toolkit in the Quick Links area of the home page.
Note: The Submit Toolkit link is also available by clicking on the Manage Item
tab on the blue tool bar located at the top of the home page.
The Toolkit Checklist screen displays.
2. Read the Toolkit Checklist, make sure you have completed all the items, and
click GO. The Submit Toolkit screen displays.
Chapter 3. Using IBM Sterling Data Synchronization Manager
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3. Click Browse to locate the Toolkit in the appropriate folder on your local hard
drive.
Note: Specialty characters are not allowed in the file name or path of the saved
file.
4. Double-click the filename for the Toolkit. The folder path should appear in the
Toolkit File space provided.
5. Click Submit Toolkit. The Toolkit Complete dialog box confirms that your
Toolkit was successfully submitted.
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IBM Sterling Data Synchronization Manager: User Guide
6. Click GO to Return to the Sterling Data Synchronization Manager Home page
Results
Note: Hosted EX clients must submit the flat files using an AS2 or FTP connection.
After you have submitted the toolkit or Flat Files (Hosted EX), you will receive an
email confirmation that the file has been submitted successfully for processing.
The example email is shown below:
When you submit the completed Toolkit or Flat File, it is sent to Sterling Data
Synchronization Manager for data validation; it is not sent to your Data Pool or
trading partners at this time.
Your dedicated Business Analyst will also receive an email notification that a
Toolkit or Flat File has been submitted for validation. After you have successfully
submitted the toolkit, the File Management Section of the Home page will reflect
the file that you just submitted.
Chapter 3. Using IBM Sterling Data Synchronization Manager
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Sterling Data Synchronization Manager File Management
Under File Management section there are four categories:
File Name
The name of the file as submitted
Date Received
The date and time stamp when the file was originally received by Sterling
Data Synchronization Manager for processing.
Status
The current status of the file. The status of the file will change as the file
moves through each step of the process.
Note: The Data Received Timestamp will not change; it will stay with the
original time stamp.
Action(s)
Any action required from you. This status will change as the file moves
through the process.
Validation Process
After you receive an email confirmation confirming that Sterling Data
Synchronization Manager has successfully received the submitted file, the file will
be listed in the File Management section of the Sterling Data Synchronization
Manager Home page.
Use the File Management section to see the current status of a file as it moves
through the data sync process. For more information about File Management, see
“Sterling Data Synchronization Manager File Management.”
Your submitted file will go through an internal validation process. Note that the
data submitted has not left Sterling Data Synchronization Manager at this stage of
the process. When the file goes through the validation process, Sterling Data
Synchronization Manager monitors to confirm several factors. One of those factors
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IBM Sterling Data Synchronization Manager: User Guide
is that you have supplied all mandatory attributes. If you use the toolkit to submit
data, mandatory attributes are highlighted in red.
Reasonability Checks
Part of the validation process is reasonability checks. Reasonability checks are done
on data supplied in attributes such as gross weight. Sterling Data Synchronization
Manager checks to validate that the gross weight you entered is reasonable, based
on the information that was supplied at other levels of the product hierarchy.
For example, if you declare the weight of the base unit (consumer level) to be 1
pound and the quantity (number of base units contained in the case) of the case
unit to be 10, then reasonability would dictate that the gross weight of the case
must be at least 10 pounds. It can be more than 10 pounds but not less.
The validation process confirms that if you supply a conditional attribute, you
must also supply a corresponding attribute. If you use the toolkit to submit data,
conditional attributes are highlighted in yellow. For example, if you enter a value
for Net Content, then you must supply a Net Content UOM as well.
After the validation process is complete, the results of the validation are posted to
the Sterling Data Synchronization Manager website. If the validation process
detects issues, a data compliance engine (DCE) report is generated and posted to
the site for your review. You can also receive your DCE report in an email by
updating your report preferences from the Administration tab.
The DCE Report outlines errors that were detected during the validation process.
The report lists the errors that were encountered. For each error, it includes a
description, an outline of the steps to rectify the error, and identifies the GTIN(s)
that generated the error.
If you have any questions about how to correct an error, contact your dedicated
business analyst. The contact information for your business analyst is located on
the Sterling Data Synchronization Manager website, under the Quick Stat section.
For more information, see “Sterling Data Synchronization Manager Portal Home
Page” on page 10.
After you have addressed the errors, submit the file for processing again. To
review these steps, see “Submit a Toolkit” on page 17.
After it completes the validation process successfully and no errors have occurred,
the file is ready to move on to the next phase of data synchronization: Registration.
About Registration
After your file has successfully passed validations, the next step in the data
synchronization process is to register your data. During registration, your collected
data is registered and stored with the 1SYNC data pool.
Registering your data is mandatory: it enables you to get new or updated trade
item information posted into the 1SYNC data pool and to make those items
available for publication to your trading partners.
Chapter 3. Using IBM Sterling Data Synchronization Manager
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Registering Data
Procedure
To register your data:
1. From the File Management section of the home page, under the Actions
column, select Register Data next to the name of the validated toolkit.
2. When prompted, click OK to confirm that you wish to continue with the
registration.
Results
After you have selected OK to continue with the registration process, Sterling Data
Synchronization Manager will notify your dedicated business analyst of your
request to register your data. Selecting OK also updates the status on the File
Management section to Registering Data. Your item data is now registered with
the 1SYNC data pool.
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IBM Sterling Data Synchronization Manager: User Guide
During the registration process, the trade item information is linked. This is an
important step of the data sync process because it registers the product hierarchy
in the data pool and enables the products being published to contain all of the
appropriate information for those products.
After the registration process is completed, the status is updated, and Sterling Data
Synchronization Manager sends an email notification advising that the status of the
file has changed.
You will receive one of the following three status messages to designate the
registration status:
Data Registered
Registration has completed successfully.
Error Registering Data
Errors were encountered when attempting to register the file. Contact your
business analyst.
No New Data To Load
No new data or no updates were found on this file. View the ISE report to
confirm that the file does not contain any new data or updates. If the ISE
report does indicate updates or new information, contact your business
analyst.
Receiving a status message of Data Registered will open up the file for the next
step of the process: Publication.
Notes:
v The ISE Report under the Action(s) column in the File Management section is
always displayed.
v The Date Received column shown under the File Management section will
always reflect the original time the file was submitted; this will not change when
you select Register Data or Publish Data.
About Publication
Publication is the transaction that sends the item hierarchy data to one or more
targeted retailers or trading partners.
Chapter 3. Using IBM Sterling Data Synchronization Manager
23
After you have completed the registration of the item data with the 1SYNC data
pool, you must publish it for retailers or trading partners to see it. The publication
process is the catalogue item notification (CIN) transaction that creates a data
bundle. Sterling Data Synchronization Manager pushes the data bundle to the
trading partner's worklist, enabling the item data to be pulled into the trading
partner's system.
Publication Options
Sterling Data Synchronization Manager offers three options for publishing your
trade item information.
v “File Submitted”
v “Submit a Toolkit for Publication Only” on page 28
v “Online Publication”
File Submitted
When you initially submit your file for validation, you can move the same
cleanly-validated file through the entire validation > registration > publication
process as each part of the process is successfully completed.
Note: Using this option requires that the Publication tab be completed prior to the
first submission of the toolkit.
When you receive confirmation that your file has been successfully registered, click
Publish Data to publish your validated and registered file.
Online Publication
About this task
Using the online publication option, you can choose registered item GTINs from a
list, along with Publication and Transaction Type.
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IBM Sterling Data Synchronization Manager: User Guide
Procedure
1. Under Quick Links, click Publish Items. The Publish Items screen is
displayed.
2. Click GO next to Submit an Online Publication Request. The Publication
Request: Target Retailer and Publication Type screen is displayed and provides
available options for publishing item data.
Chapter 3. Using IBM Sterling Data Synchronization Manager
25
3. Select a retailer for publication from Target Retailer list. Because data is sent
only to the selected retailer, you might have to repeat this process if an item is
stocked by multiple trading partners.
4. Select one of the following Transaction Types:
v Select Add to send item data to trading partners for items that are not
actively published to them. You can also select Add to re-send item
hierarchy data to a trading partner from which you had previously deleted
for publication.
v Select Republish to re-send existing registered data to the retailer for an
actively published item, usually at the request of the trading partner.
v Select Delete to notify the retailer that the item is not being synchronized at
this time. This is used when an item is discontinued or when quantity
corrections are required within a hierarchy.
5. Select one of the following Publication Types:
v Select New for a new item that is being introduced to a trading partner.
v Select Initial Load for an existing item in the trading partner’s database.
6. Click Select GTINS to Publish. The Publication Request: Select GTINs
window is displayed.
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IBM Sterling Data Synchronization Manager: User Guide
The items displayed in the list are determined by your selections in previous
steps and whether the GTIN was published previously to a specific trading
partner. Filtering options are available to narrow the list. For the Item Level
field, the default is Highest Level GTINs only (recommended).
7. You can use the following options to filter your list:
v GTIN
v Item Number
v Brand Name
v GPC Code
v Item level
If you choose not to filter your list, you will see all high-level GTINs available
for publication to a specific retailer (trading partner). It is recommended that
you keep the filter set to Highest Level GTINs Only because the publication
will cascade down through the hierarchy, pulling all lower-level data along
with it. If you select All GTINs, you will see all levels of your hierarchies.
This is not recommended because it is not necessary to publish all levels of
the hierarchy separately. A trading partner might ask that you publish the
lowest level if the item is available for special order at that level.
8. Select the items you want to publish by checking the boxes in the Item #
column next to each item. The following options are also available at the
bottom of the screen:
v Click SELECT ALL to choose all GTINs. You might have multiple pages to
view to find all of the items that you want to publish.
v Click CLEAR ALL to clear your selections.
v After you have selected all of the GTIN hierarchies to be published, click
PUBLISH.
Chapter 3. Using IBM Sterling Data Synchronization Manager
27
9. Confirm the information that you have selected during the process, such as
the Target Retailer, Transaction Type, Publication Type, and GTINs. Verify that
the items are ready to publish, then click PUBLISH. Sterling Data
Synchronization Manager sends a confirmation email containing the
information displayed in the next screen to the company contact that you
listed for the account. The dedicated business analyst also receives the email
to process the request. After the process completes, the Hosted site is updated
with the transaction results.
10. Click GO next to either Submit Another Publication Request or Back to
Home Page.
Submit a Toolkit for Publication Only
About this task
Another option for publishing your item data is to submit a toolkit for publication
only.
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IBM Sterling Data Synchronization Manager: User Guide
Procedure
1. Under Quick Links, choose Publish Items.
2. On the Publish Items window, click GO next to Select Submit a toolkit for
Publication only.
If you choose this option, you must complete the Publication tab of the toolkit.
For more information, see “Complete the Toolkit Publication Tab.”
Complete the Toolkit Publication Tab
Before you begin
The Toolkit can either be a blank, generated file or one that you had previously
saved to your machine. The preference is to use a blank Toolkit. When a file is
submitted for publication only, the following apply:
v Sterling Data Synchronization Manager does not run a validation on the data.
v This transaction does not send updates that might be in the Toolkit but have not
gone through the validation and registration process.
v This process looks at only the Instruction and Publication tabs of the toolkit.
Chapter 3. Using IBM Sterling Data Synchronization Manager
29
You must complete the Instructions tab and the first four columns on the
Publication tab.
Procedure
To fill out the Toolkit Publication tab, follow these steps:
1. Fill in the Global Trade Item Number (GTIN), Target Market, Data Recipient,
and Publication Type columns.
Note: If you are not sure of your trading partner’s GLN, see the retailer
GLNs.pdf in the Document Library. Contact your dedicated business analyst if
your trading partner is not included in this document.
2. If you do not plan to publish the data until a future date, contact your business
analyst.
3. Fill in the Transaction Type column only when necessary. Contact your business
analyst for instructions about when it is necessary to use this column.
4. After the Toolkit Publication tab is complete, upload the file.
5. Browse to the location where you saved your Toolkit file.
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IBM Sterling Data Synchronization Manager: User Guide
6. Click Submit Toolkit to upload the file.
If your upload was successful, the Publication Toolkit Upload Complete screen
is displayed.
7. Sterling Data Synchronization Manager will send an email to the company
contact and the dedicated business analyst to enable them to begin processing
the file.
8. After the process is completed, the Hosted site will be updated with the
transaction results.
9. Click GO to return to the home page.
About Reporting Tools
Sterling Data Synchronization Manager offers reporting tools that help in the
day-to-day management of your Data Synchronization initiative.
Generating a Toolkit
This functionality retrieves all of the trade item information that you successfully
registered into one Toolkit (Microsoft Excel file). This file is your copy of all the
data in the 1SYNC data pool. You can create a generated Toolkit at any time and
download it to your local desktop or network drive.
Chapter 3. Using IBM Sterling Data Synchronization Manager
31
Procedure
To generate a toolkit, follow these steps:
1. From the Quick Link section, click Generate Toolkit to display the Filter Items
for Generate Toolkit screen.
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IBM Sterling Data Synchronization Manager: User Guide
2. To limit the amount of item data that is displayed in a generated toolkit, use
one or several of the filtering options listed in the Filter Items for Generate
Toolkit screen.
Note: To run an unrestricted report, click Next. This option retrieves all item
data that was registered successfully.
The following filtering options are available:
Catalogue Item State
Depending on the status of your items there might only be one option
available.
Registered
Pulls back all active items. Use this option to exclude any items
that have a Discontinued Date.
Discontinued
Pulls back all items that currently have a Discontinued Date
supplied. Use this option to exclude any active items that do
not currently have a Discontinued Date.
Brand Owner
This option pulls data from what was supplied on the Global tab for
the Brand Owner GLN attribute.
Target Market
This option pulls data from what was supplied on the Target Market
tab for the Target Market attribute.
Example: You could use the Target Market filter if you had products
that were targeted for sale in the United States (US) and in Mexico
(MX), and you only wanted to retrieve those products that were
targeted for Mexico.
Data Recipient
This option pulls data from what was supplied on the Data Recipient
tab for the Data Recipient attribute.
Example: You could use the Data Recipient filter to make your
selection if you had products that were targeted specifically for a
trading partner. If no data recipient was supplied, the only option
would be DEFAULT.
Brand Name
This option pulls data from what was supplied on the Global tab for
the Brand Name attribute.
Example: You could use this option to filter your search if you had
products with different brand names and you wanted to only view
items that fell under a particular brand name.
GPC Code
This option pulls data from what was supplied on the Global tab for
the Global Item Classification Code attribute.
Example: You could use the GPC code filtering option if you used
different GPC codes for your products and you wanted to view items
that fell under only one particular code.
Chapter 3. Using IBM Sterling Data Synchronization Manager
33
Alt. Classification Code
This option pulls data from what was supplied on the Target Market
tab for the Alternate Item Classification Code attribute.
Example: You could use the Alt. Classification Code filtering option if
you used different classification codes for your products, and you
wanted to view items that fell under only one particular code.
3. After you have selected from the filtering options, or have chosen not to select
from the filtering options, click Next to display the Download Toolkit screen.
Due to the limitation of available space, the online view contains only a subset
of the information that appears on the report once you download it into
Microsoft Excel.
4. In the Download Toolkit section, click the link to download the Generated
Toolkit.
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IBM Sterling Data Synchronization Manager: User Guide
5. Select Open to open the Generated Toolkit spreadsheet or select Save to save
the Toolkit file to a designated location, according to your business
requirements. Use the generated toolkit to update items you have previously
registered.
Publication Report
This functionality pulls back all of the Trade Item information that you have
successfully published to your Trading Partners.
You can generate a Publication Report at any time and save it to your local
desktop or network drive. As noted previously, you can also establish preferences
for you and your team to automatically receive publication reports as they are
updated.
Generate a Publication Report
Procedure
To generate a Publication Report, follow these steps:
1. From the Quick Link section, click Publication Report to display the
Publication Status Report Parameters screen.
Chapter 3. Using IBM Sterling Data Synchronization Manager
35
2. To limit the amount of item data that is displayed in a Publication Report, use
one or several of the filtering options listed in the Publication Status Report
Parameters screen.
Note: To run an unrestricted report, click Next. This option retrieves all
published item data.
The following filtering options are available:
GTIN
Global Trade Item Number. The GTIN is the globally unique GS1
identification number used to identify trade items (products and
services) that are sold, delivered, warehoused, and invoiced.
EAN-UCC Code
European Article Numbering-Uniform Code Council system. An
internationally accepted method of identifying products, serializing
shipping containers, and clearly communicating other important
business transaction data such as purchase orders, expiration, dates, or
lot numbers in a standard machine readable (bar code) format.
GTIN Name (full or partial)
The name of the trade item as it appears on the package, plus any key
identifying words to help 1SYNC Item Management users to easily
distinguish trade items.
Item Number
This option pulls data that was supplied on the Global tab for the Item
Number field. If multiple Item Numbers are listed, select only one at a
time.
Brand Name
This option pulls data that was supplied on the Global tab for the
Brand Name attribute.
Example: You could use this filtering option if you had products with
different Brand Names and you wanted to view only items that fell
under a particular Brand Name.
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IBM Sterling Data Synchronization Manager: User Guide
If multiple Brand Names are listed, select only one at a time.
Retailer
This option allows you to generate a report for one Trading Partner. If
multiple Trading Partners are listed, select only one at a time.
Authorization
This option allows you to generate a report based on the current status
of a publication. If multiple Authorization Statuses are listed, select
only one at a time.
The following options are available:
v No Response
v Synchronized
v Accepted
v Review
v Rejected
For more information about these status options, see “Confirmation
Status” on page 40.
Published Before
This option allows you to generate a report using a date parameter.
Enter the date in one of the following formats:
MM/DD/YYYY
YYYY-MM-DD
Anything that was published before the supplied date will be pulled
back on the Publication Report, and data that was published after the
supplied date will not appear on the report.
Published On or After
This option allows you to generate a report using a data parameter.
Enter the date in one of the following formats:
MM/DD/YYYY
YYYY-MM-DD
Anything that was published on or after the supplied date will be
pulled back on the Publication Report, and data that was published
before the supplied date will not appear on the report.
3. After you have made your filtering selections, or have chosen not to select any
of the filtering options, click Next to view the report.
Chapter 3. Using IBM Sterling Data Synchronization Manager
37
Due to the limitation of available space, the online view contains only a subset
of the information that appears on the report after you download it into Excel.
4. To download the report to an Excel spreadsheet, click Download into Excel
Format.
5. Select Open to open the Publication Report spreadsheet, or Save to save the
report to a designated location, according to your business requirements.
The following information is currently on a Publication Report, regardless of
any filtering options you might have selected.
Publication Status
This field represents the most current response received from your
Trading Partners.
Item Number
This field represents the data that was supplied on the Global tab in
the Item Number field
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IBM Sterling Data Synchronization Manager: User Guide
GTIN
This field represents the GTIN that was supplied during publication.
Target Market Code
This field represents the Country Code that was selected. This field ties
into the information that was supplied on the Target Market tab.
Target Market Name
This field represents the Country Name that was selected. This field
ties into the information that was supplied on the Target Market tab.
Product Type
This field ties into the GTIN selected during publication and the
corresponding information that was supplied on the Global tab for the
Product Type attribute.
Pack Quantity
This field ties into the GTIN selected during publication and the
corresponding information that was supplied on the Global tab for the
Total Quantity of Next Lower Level Trade Item attribute.
Brand Name
This field ties into the GTIN selected during the publication and the
corresponding information that was supplied on the Global tab for the
Brand Name attribute.
Net Content
This field ties into the GTIN selected during the publication and the
corresponding information that was supplied on the Global tab for the
Net Content attribute.
Net Content UOM
This field ties into the GTIN selected during the publication and the
corresponding information that was supplied on the Global tab for the
Net Content UOM attribute.
GTIN Name
This field ties into the GTIN selected during the publication and the
corresponding information that was supplied on the Global tab for the
GTIN Name attribute.
Retailer GLN
This field ties into the GTIN selected during the publication and the
corresponding information that was supplied on the Publication tab for
the Data Recipient attribute.
Retailer Name
This field ties into the GTIN selected during the publication and the
corresponding information that was supplied on the Publication tab for
the Data Recipient attribute.
Publish Date
This field ties into the GTIN selected during the publication and
represents the date of the original publication. Please note that this date
will not change.
Chapter 3. Using IBM Sterling Data Synchronization Manager
39
Response Date
This field ties into the GTIN selected during the publication and
represents the date that the Trading Partner took an action on the
publication. This field will update should the status of the publication
change. This field reflects the last or most current date a Trading
Partner sends a response.
Response Detail
This field ties into the GTIN selected during the publication and
represents the response detail that Trading Partners send back with
their status response. Not all retailers send back response details;
however, if details are supplied they help to resolve issues.
Publication Type
This field ties into the GTIN selected during the publication and
represents the information that was supplied on the Publication tab for
the Publication Type attribute. The following options are available:
v New
v Initial Load
Transaction Type
This field ties into the GTIN selected during the publication. The
following options are available:
v Add
v Republish
v Delete
Confirmation Status:
It is important to note that a Trading Partner is not required to send back a
response to a publication. A Trading Partner could send back one of the following
responses:
No Response
The Trading Partner, or data recipient, has not yet taken an action on the
item data sent. It is possible that at the time of publication the Trading
Partner had not yet set up a subscription to receive your trade item
information.
Synchronized
The Trading Partners, or data recipients, have received and successfully
incorporated the item data into their systems. No further action is
necessary.
Accepted
The Trading Partners, or data recipients, have received the item data and
are determining whether to incorporate the information into their systems.
Review
The Trading Partner, or data recipient, is reviewing the data but has not
determined whether to reject or synchronize.
Items are also put in “review” when information the source has is different
from what is on the recipient's system. Updates might have to be made on
either the source side or the recipient side.
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IBM Sterling Data Synchronization Manager: User Guide
Rejected
The Trading Partners, or data recipients, have no intentions of
incorporating the item data into their systems. If you have any questions
or concerns regarding this response you should contact your Business
Analyst.
Note: Some Trading Partners will not send back a Synchronized message. Instead,
they will stop at Accepted. Please contact your business Analyst for further
clarification.
Chapter 3. Using IBM Sterling Data Synchronization Manager
41
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IBM Sterling Data Synchronization Manager: User Guide
Chapter 4. Administrative Maintenance
Password Maintenance
Sterling Data Synchronization Manager password maintenance features are
designed to enhance the security of the system and your data.
Sterling Data Synchronization Manager passwords are changed for the following
reasons:
v If you are a new user, you must change the temporary password your were sent
after you log into the system for the first time
v You must change your password every 90 days for security compliance
v You can change your own password at any time (but only once per day)
v If you do not know your current password, contact your support administrator
and request a temporary password. Once you have logged in with the
temporary password, you must create a new password
Password syntax rules
When you create a new password, it must comply with the following rules:
v Must contain at least eight characters
v Must contain a combination of alphanumeric characters (special characters are
allowed but not mandatory)
v Cannot contain the username
v Cannot be the same as any of the previous eight passwords
If you enter a password that does not comply with one of the above rules, a
message describing the rule that was violated is displayed and the field is cleared
so that you can try again.
Password expiration
Passwords expire every 90 days. Beginning seven days before your password is set
to expire, you will be notified how many days you have before your password
expires, and redirected to the Change Password screen. Until the password expires,
you can skip this step and go to the home page. However, once the password is 90
days old, you will be forced to change your password before you can proceed any
further into the system.
How to request a password reset
If you require a password reset, contact your support administrator to request a
reset. A temporary password will be sent to you in an email. Once you log in with
the temporary password, you will be redirected immediately to the Change
Password screen. Until you change the temporary password to a new password,
you cannot move past this screen or perform any actions in the system.
Passwords can be changed only once per day.
© Copyright IBM Corp. 2000, 2013
43
Impact when migrating from earlier version of Sterling Data
Synchronization Manager
Existing passwords will continue to work until the next time users try to change
their password.
Changing Your Password
Passwords must be changed every 90 days, but can also be changed at other times
as needed.
About this task
Use the Change Password option on the Administration menu to change your
password.
Procedure
To change your password, follow these steps:
1. From the toolbar, select Administration > Change Password. The Change
Password screen is displayed.
2. In the Old Password field, enter your current password or the temporary
password sent to you by IBM.
3. In the New Password field, enter a new password that meets the following
requirements:
v Must contain at least eight characters
v Must contain a combination of alphanumeric characters (special characters
are allowed but not mandatory)
v Cannot contain your username
v Cannot match your last eight passwords
Also, remember that passwords are case-sensitive, and can be changed only
once per day.
4. In the Confirm Password field, enter your new password again to confirm.
5. Click Next to display the User Password Changed screen.
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IBM Sterling Data Synchronization Manager: User Guide
6. Click GO next to Proceed to Account Status to view your Account Status, or
click GO next to Return to Administration to return to the home page.
Update Supplier Information
Supplier information is address data. The information that populates the Supplier
Information was pulled from the contract. If you make changes to this information,
notify your dedicated Business Analyst or your Sales Representative to ensure that
your updates are also recorded at the corporate level.
Procedure
To update your Supplier information, follow these steps:
1. From the toolbar, select Administration > Update Supplier Info. The Update
Supplier Info screen is displayed.
Chapter 4. Administrative Maintenance
45
2. Enter the necessary updates next to the appropriate prompts. Note that the Zip
Code information can only be five digits.
Note: A red asterisk (*) next to a field indicates that the field is required.
3. Click Next to display the Update Supplier Info Successful screen.
4. Click GO next to Proceed to Account Status to view your Account Status, or
click GO next to Return to Administration to return to the home page.
Updating Your Contact Information
Contact Information is the primary contact information for your organization. The
original information that was populated in this section was pulled from the
contract, supplied by the sale representative, or updated the first time you logged
on to the site. If you make changes to this information, notify your dedicated
Business Analyst to ensure that your updates are also recorded at the corporate
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IBM Sterling Data Synchronization Manager: User Guide
level. To update your Contact information, complete the following steps:
Procedure
1. From the toolbar, select Administration > Update Contact Info. The Update
Contact Info screen is displayed.
2. Enter the necessary updates next to the appropriate prompts. Any updates to
the telephone number should be entered without parentheses around the area
code.
Note: A red asterisk (*) next to a field indicates that the field is required.
3. Click Next to display the Preferences Updated Successfully screen.
Chapter 4. Administrative Maintenance
47
4. Click GO next to Proceed to Account Status to view your Account Status, or
click GO next to Return to Administration to return to the home page.
Updating Your Preferences
When you initially signed on to the Sterling Data Synchronization Manager site
you were prompted to set up preferences for delivery of the DCE/Validation
Report and the Publication Report. You can update these preferences at any time.
Procedure
To update your preferences, follow these steps:
1. From the toolbar, click Administration > Update Preferences.
2. Under DCE Report Preferences, choose your preferred method of receiving a
Data Compliance Engine (DCE) report.
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IBM Sterling Data Synchronization Manager: User Guide
The following DCE Report Preferences are available:
v Select Web Only for the DCE report to be available for viewing only by
logging onto the Sterling Data Synchronization Manager site under the File
Management section of the Home Page. This is the default.
v Select Email and Web to receive an email response with the results,
including a notification that the results have been posted to the File
Management section of the Sterling Data Synchronization Manager home
page.
v Enter the email address next to Additional Recipients for any additional
recipients that you want to receive the DCE report. Separate all email
addresses with a semicolon (;). If you leave this field blank, the report is only
sent to the primary contact listed under Contact Info.
3. If you are finished, click Next at the bottom section of the screen. Otherwise,
continue with the next step.
4. Under Publication Report Preferences, choose your preferred delivery format
and type of Retailer Publication report.
Chapter 4. Administrative Maintenance
49
The following Publication Report Preferences are available:
v Select Web Only so the Publication report will be available for viewing only
by logging onto the Sterling Data Synchronization Manager site under the
File Management section of the home page. This is the system default.
v Select AS2/FTP for SDSM Ex to receive a Publication Report through an AS2
or FTP connection in a pipe delimited format. This option is only available to
those clients who use the Sterling Data Synchronization Manager EX service
(Flat Files). For more information on this option, click Download a
specification document.
v Select Email and Web so the contact listed under Contact Info, and any
recipients entered next to Additional Recipients, will receive an email
response with the report, including a notification that the report has been
posted to the File Management section of the Sterling Data Synchronization
Manager home page. The format of the report when selecting this option is
Microsoft Excel.
v Enter the email address next to Additional Recipients for any additional
recipients that you want to receive the Publication report. Separate all email
addresses with a semicolon (;). If you leave this field blank, the report will
only be sent to the primary contact listed under Contact Info.
v The Report Format option determines if the report format will be a Microsoft
Excel or Delimited Text File.
Note: Delimited Text File is only available to those clients who are using the
Sterling Data Synchronization Manager Ex solution.
v The Report Type option determines if a Full Refresh (all responses for
published items) or Incremental (only responses received since the last
report) report is generated.
5. After you have completed your updates, click Next at the bottom of the screen
to display the Preferences Updated Successfully screen.
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IBM Sterling Data Synchronization Manager: User Guide
6. Click GO next to either Proceed to Account Status or Return to
Administration.
File Management Clean Up
The File Management Section displays the current status of submitted files and the
next action to take to move the files through the process.
You can manage the files that are displayed on this page by selecting the check
boxes located next to each file, or you can click Select All, located at the bottom of
the page. After you have determined which files you would like to remove from
view, click Remove.
After you select Remove, you cannot return the files to the File Management
Display Section. Selecting Remove does not permanently remove the file(s) from
the system; it only removes the file from the displayed list.
Before selecting Remove, you can change your selection(s) by clicking the check
box next to the file(s) that you do not want removed. You can also click Clear at
the bottom of the page to deselect all of the checked files.
Chapter 4. Administrative Maintenance
51
Changing User Name
When your account is initially set up on the Sterling Data Synchronization
Manager site, the email address you supplied at that time is used as the User
Name for the account.
To change your User Name, you will have to contact your Dedicated Business
Analyst for assistance in making this update.
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IBM Sterling Data Synchronization Manager: User Guide
Chapter 5. Service Level Offering Policy
Service levels are defined based on two categories: Service Level Objectives and
Service Level Agreements.
Definitions
For a service level to be included, it must meet the criteria of measurable,
trackable, monitorable, and defendable, as determined by the B2B Services PLM
and Cloud Services Operations group.
Service Level Objectives (SLO)
Service levels that are defined as part of the overall support plan of IBM
B2B Services that govern the processes, support levels, and service levels
that IBM strives to achieve with their client.
Threshold Metrics
The specific measures, by service level, that define the levels of
performance by which IBM will hold itself accountable based on the
definitions of Service Level Objectives and Service Level Agreements.
Metric Formula
The specific calculation equation created to effectively measure the
threshold metric.
© Copyright IBM Corp. 2000, 2013
53
Service Level Objectives Categories and Metric
This section provides the definitions of the Service Levels for Up Time.
Table 1. Service Level Objectives Categories and Metric
Metric
Production
Availability
Metric
Category
Up Time
Threshold
Metric
Definition
Up Time is the period of
time during which the
production system
processing for the service is
available for all users of the
service for which they have
appropriate permissions.
Up Time =
% of
Attainment
of Goal
Up Time does not include
the period of time when the
Service is not available as a
result of: planned system
downtime, force Majeure,
problems with Customer or
third party applications,
equipment or data,
customer or third party acts
or omissions, failure to
adhere to required system
configurations and
supported platforms,
service interruptions, or
disruptions caused by other
services performed on
behalf of the client based on
an SOW
SLO Requirement for Uptime
Table 2. SLO Requirement for Uptime
54
Metric Category
SLO Threshold Metric
Up Time
Avg. 99.9% per month
IBM Sterling Data Synchronization Manager: User Guide
Metric Formula
Minutes Service is
Available During
Month/Minutes in
Month less Up
Time exclusions
Notices
This information was developed for products and services offered in the U.S.A.
IBM may not offer the products, services, or features discussed in this document in
other countries. Consult your local IBM representative for information on the
products and services currently available in your area. Any reference to an IBM
product, program, or service is not intended to state or imply that only that IBM
product, program, or service may be used. Any functionally equivalent product,
program, or service that does not infringe any IBM intellectual property right may
be used instead. However, it is the user's responsibility to evaluate and verify the
operation of any non-IBM product, program, or service.
IBM may have patents or pending patent applications covering subject matter
described in this document. The furnishing of this document does not grant you
any license to these patents. You can send license inquiries, in writing, to:
IBM Director of Licensing
IBM Corporation
North Castle Drive
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