STEP WORKFLOWS & WEB UI’S

STEP WORKFLOWS & WEB UI’S
Create a dynamic user experience using STEP’s Workflow and Web UI Features.

This course is targeted towards application consultants or other roles responsible for transforming the conceptual design of a STEP solution into a functional configuration.

Prerequisites:

 Stibo Systems Academy courses (or the knowledge taught in this course acquired in other ways)

o STEP_101 - STEP Solution Fundamentals

o STEP_APP_240 – STEP Data Modelling

 Experience with Relational Data bases, object oriented design and general MDM knowledge will

be helpful for participants of this course.

 At least one year of application consultancy experience and/or system implementation.

Course outline:

1 - Evaluate completeness and accuracy of specification

documentation used to design STEP Workflows and Web UIs

 Identify that all needed Business Rule elements are present in the specification documentation.

 Identify that all needed Web UI elements are present in the specification documentation.

 Identify that all needed Workflow elements are present in the specification documentation.

 Certify if specified Business Rule requirements can be met with existing STEP Business Rule plugins.

 Certify that specified Workflow requirements can be met with existing STEP components.

 Certify that specified Web UI requirements can be met with existing STEP components.

 Produce an alternate configuration or process to address specified requirements when

customizations may be required. 

2 - Create and maintain Workflows and apply Business Rules that

support Workflows

 Differentiate between the available Workflow State types and where they are used in a Workflow.

 Explain where conditions and actions are applied within a STEP Workflow.

 Justify the use of Parallel and Cluster states within a STEP Workflow.

 Explore the different methods of initiating items into Workflows.

 Relate assignees to relevant states/tasks within a Workflow.

 Apply and manage Workflow deadlines.

 Prepare Workflow monitoring profiles, and configure dashboards to monitor profile data.

 Discuss the use cases for the most common Workflow types, including Item Initiation, Item

Maintenance, Translation, and Discontinued Item Workflows.

 Implement Workflow Views and Mapping to meet requirements of unique tasks and users.

3 - Create and maintain Web UIs

 Differentiate between the Web UI template types.

 Evaluate the effectiveness of the Web UI design to meet specified requirements with optimized

user experience and performance.

 Adapt the Web UI side panel to display specified hierarchies, search, workflow states, imports, and

basket.

 Manipulate the Web UI style components and settings to produce the desired look and feel.

 Identify when privileges could/should be used to customize a Web UI for multiple user roles, or

when a separate Web UI is needed.

 Differentiate between the Web UI components used to display attributes (including meta data and

thumbnails) and the use cases for each.

 Represent reference links using the recommended Web UI components and apply optimal display

methods.

 Choose the appropriate buttons for the Node Details screen using optional format types and

understand when buttons are enabled/disabled.

 Differentiate between the commonly used screen types available for a Node Details screen,

including use cases for each. 

4

 Demonstrate the ability to access the Web UI designer (through icon and URL shortcut), as well as

the ability to restrict access to the Web UI designer for end users.

 Explain the difference between each view type option of a Node List screen, and the available

settings and configuration options for each.

 Explain the difference between the available Action types on a Node List screen and the

configuration options for each.

 Implement an "Advanced Search" screen and demonstrate how its configuration differs from the

search components available in the side panel.

 Discuss where conditions can be applied in the Web UI.

 Implement common settings on 'Save' actions.

 Investigate the sources and meanings of Web UI warnings/messages and how to resolve them.

 Explore the location of a Web UI XML and how to locate specific components.

 Organize the screen priority using 'Mappings', and how to configure the screen mapping

conditions.

 Prepare a unique Task list screen for displaying items in a workflow state.

 Prepare a login screen with locale selector, a customized background, and terms & conditions.

 Add widgets to the homepage, including Navigation, Search, Workflow, KPIs, Import, SmartSheet

Export, User, and Text widgets.

 Identify Web UI settings that can improve performance.

 Manage import and export functionality in the Web UI, including configurations, settings, and

Background Processes.

 Produce new attribute groups, attributes, and LOVs using the Web UI.

 Explain how objects (Product Families, Items, and Variants) can be created using "multi-object onboarding".

 Support a packaging hierarchy by configuring a tab to display a graphical packaging diagram.

4 - Demonstrate that the completed configuration of the STEP Workflow

and Web UI meets the specified requirements

 Test that STEP Workflows meet requirements specified in documentation.

 Test that Web UIs meet requirements specified in documentation.

 Justify the design of completed STEP Workflows and Web UIs, and be able to present these to a

customer.

STEP DATA MODELLING

STEP DATA MODELLING

Configuring a data model in STEP.

This course is targeted towards application consultants or other roles responsible for transforming the conceptual design of a STEP solution into a functional configuration



Prerequisites :

 Stibo Systems Academy courses (or the knowledge taught in this course acquired in other ways)
o STEP_101 - STEP Solution Fundamentals
 Experience with Relational Data bases, object oriented design and general MDM knowledge will
be helpful for participants in this course.
 At least one year of application consultancy experience and/or system implementation.

Course Content:

1 - Maintain existing data model in STEP over time

 Identify the impact of modifying or expanding attributes, references and hierarchy structures (e.g.
product, classification or entity) to an existing Data Model.
 Implement dimension dependency to attributes.
 Comprehend pros and cons of Calculated Attribute usage and when to use Business Rules
alternatively.
 Adapt the data model to allow for bundling of products (e.g. for sales-promotion purposes).
 Apply configurations to the data model to allow downstream systems to organize attributes in a
defined order.
 Add Reference type for relationships between product and classification object types.
 Add Product to Asset Reference types.
 Extend an existing product hierarchy by configuring a family of product variants.
 Extend existing product data model to allow for a buy-side/sell-side model.
2 - Expand existing data model in STEP within existing and new
domains

 Give examples of the STEP data model configurations for different verticals, such as Automotive,
CPG-GDSN, Retailer, Finance, Manufacturer, Healthcare, Distribution, Hospitality, and Apparel.
(4k)

3 - Troubleshoot issues in STEP occurring during data model
configuration

 Reconstruct the data model attribution to avoid orphan attributes.

4 - Build a data model in STEP based on common/good practices

 Apply attribute validation using List of Values (LOV).
 Apply category-specific attributes to product hierarchy, allowing for inheritance of attribute values.
 Complete instantiated Product, classification and entity hierarchies based on established data
model configuration for testing the data model.
 Administrate data validation on attributes using different attribute validation base types (e.g. Text,
Number, Date, and List of Values).
 Apply reference inheritance to Product-to-Product reference types.
 Locate grouping of attributes.
 Add calculated attribute functions (i.e. extract and concatenate) on attribute values of a product.
 Add Entity to Entity Reference types.
 Exemplify when to use auto-generated IDs to object type instances.

5 - Identify gaps between business requirements and STEP solutions

 Relate Business requirements detailed in the data model documentation with existing STEP
system functionality and confirm when requirements cannot be met by existing STEP system
functionality.
6 - Evaluate business requirements defined in the specification
documents

 Establish Entity hierarchies.
 Implement Asset classification structures.
 Establish Product hierarchies.
 Establish Classification hierarchies.

STEP SOLUTION DESIGN

STEP SOLUTION DESIGN

Creating a STEP Specific solution design to meet customer requirements

Prerequisite

 Stibo Systems Academy courses
o STEP_101 - STEP Solution Fundamentals or the knowledge taught in this course
acquired in other ways.

 At least one year of consultancy experience and/or system implementation.

1 - Identify the right Business requirements on data, actors, and current

customer’s processes in order to determine STEP opportunities to improve operational

efficiency

Learning Objectives:

 Collect and document details on the customer's current PLM (Product Lifecycle Management),

especially related to type and volume of data, current business processes while focusing on

identifying how STEP can improve current processes.

 Formulate questions and document customer's business processes related to asset control, data

validation, review, control, approval, role based work and systems integration as key aspects of

determining how STEP can be used as an MDM solution.

 Determine the necessary requirements to create products in the workbench via manual imports

and automated via IIEP.

 Illustrate how different types of data domains can be converted into STEP Object Types.

 Articulate how the Seven Building Blocks of MDM relate to a successful STEP implementation.

 Convert a customer's business process into a STEP Workflow.

 Exemplify best practices for Users and Permissions in STEP.

 Identify the necessary requirements to create products in the workbench manually and via IIEP.

2 - Map Business requirements to STEP features and functionalities for

capturing, managing, and distributing data

Learning Objectives:

 Exemplify how business processes can be optimized during product enrichment.

 Differentiate between creating or updating data using a workflow in the Web UI to its configuration

in the workbench.

 Comprehend how relationships are created in the workbench and how they bring value to a

business.

 Illustrate how STEP can be used to optimize business processes.

 Outline the business requirements which are solved by the use of a system's integration tool.

 Comprehend the differences between the following STEP components to capture customer data:

Import Manager, Inbound Integration Endpoints, SmartSheets, Web UI.

 Differentiate between mass product enrichment and grouping products from different families.

 Distinguish between the Export Manager, as a manual tool to distribute data to other systems, and

the Outbound Integration Endpoints, as an automated alternative.

 Determine business processes that can be improved by using STEP data quality components.

 Recognize the role of User Groups and Permissions in a STEP Workflow.

 Recognize the differences between the Web UI and Workbench.

3 - Connect the customer's Business needs to STEP's varied Data

Quality components

Learning Objectives:

 Identify how product information is created in STEP and how it relates to Data Quality.

 Give examples / scenarios where Matching & Linking bring value to a business as a data quality

tool.

 Summarize how business processes can be improved using STEP data quality tools such as

unique keys, data profiling, and completeness score.

 Identify how product information is created in STEP and how Validation Base Type and Validity

play a key role in Data Quality.

4 - Produce a solution design document to be turned over to an

Application Consultant

Learning Objectives:

 Translate a customer's business requirement into a STEP solution design.

5 - Organize a high level system migration strategic plan to be used

during the STEP implementation

Learning Objectives:

 Identify success criteria for a migration project and how to avoid common pitfalls during data

migration process.

 Identify what STEP can do to support data migration.

 Summarize how STEP can support an appropriate cut over migration plan. 

STEP SOLUTION FUNDAMENTALS

STEP SOLUTION FUNDAMENTALS

A foundational course on STEP and the business problems STEP helps to solve.

Prerequisites 

There are no prerequisites for STEP Solution Fundamentals; however, you will benefit from having
experience with the following areas:
 e-commerce solutions
 Product Information Management (PIM)
 Master Data Management (MDM)
 ERP
 CRM

 BI technologies

Course Outline:

1 - Explain Stibo Systems core business and the unique value we add

for customers in different vertical markets

Learning Objectives:

 Illustrate Stibo Systems as a company, business, global representation, and value proposition.

 Explain the unique selling points of STEP, the main difference the STEP solution offers compared

to other systems in the market, and examples of business benefits for the customers.

 Give examples of the different verticals / business areas / industry sectors Stibo Systems has most

experience in implementing STEP.

 Describe the advantage of Stibo System’s global representation.

2 - Explain the key components available in STEP to build solutions for

our customers

Learning Objectives:

 Memorize the predominant reasons for configuring user privileges in STEP.

 Outline the basic mechanisms for releasing data for downstream systems.

 Comprehend that STEP can hold content in language-specific layers.

Course Objective 3 - Communicate the differences between STEP workbench and Web UI

Learning Objectives:

 Comprehend that some configurations are performed in STEP Workbench only.

 Summarize the function of the Primary Product Hierarchy, Classification, Product tab, References

tab, and Referenced By tab in STEP Workbench.

 Give examples of basic functionalities / tasks in STEP Workbench.

 Recall that data maintenance can be performed in STEP Workbench and Web UI. 

4 - Use a pre-configured STEP Web UI to capture, maintain and

distribute product/customer data

Learning Objectives:

 Recall that data import can be performed by using an import configuration in Web UI.

 Outline the process when using a data import configuration in the Web UI (locate the import

configuration; select the input file; import data; check for errors; find the imported data in Web UI.

 Know what to add to the import configuration used in Web UI in order to ensure data quality.

 Use an asset loader configuration (i.e. Load Images to Products), to add images to STEP and link

them to products automatically in Web UI.

 Comprehend that new products and assets can be scheduled to be imported into STEP System

using a hot folder in STEP Workbench.

 Recall that data export can be performed by using an export configuration in the STEP Web UI.

 Outline the following process when exporting data using the export functionality in the STEP Web

UI: locate the data to export; select the data to export; export data; check for errors; verify the

exported data is correct.

 Indicate where to go in order to find all the active and non-active data processes in STEP Web UI.

 Demonstrate how types of data are accepted as Attribute Values in STEP Web UI.

 Give examples of STEP language capabilities.

 Exemplify the advantage of easily updating LOV values in different languages when they are

translated.

 Comprehend that there are three ways to find Attributes and Attribute Values: navigating through

the products hierarchies, using the type ahead search functionality and the advanced search.

 Give examples of maintenance that can be performed in STEP Web UI.

 Give examples of an efficient way of updating multiple objects in a single operation in the Web UI.

 Indicate the use of a data profile/completeness score configuration widget to guide efficient data

maintenance in Web UI. 

5 - Grasp how data modelling is used in STEP to meet business

objectives

Learning Objectives:

 Recall that Object Types Hierarchy Structure defines data inheritance in STEP.

 Summarize how data inheritance works in STEP.

 Recall the usage of Reference Types and Links.

 Comprehend what an Attribute is.

 Articulate the difference between Descriptive Attributes and Specification Attributes. 

STEP Data Management Training Online

STEP Data Management Course

STEP DATA MANAGEMENT 
Managing Master Data throughout the Information Life Cycle.

WHAT IS STEP?

STEP is a Multidomain Master Data Management platform that integrates multiple disparate systems in your company by streamlining the process of aggregating and consolidating information around your products, customers, suppliers, employees, assets, location and reference data from multiple sources and formats, connecting that information to derive actionable insights, and publishing that information to backend systems and/or to online and offline channels.

This enterprise capable platform provides a common set of functionality allowing you to work from one, seamless platform which makes your work more predictable, significantly lowering costs and gives you quicker time-to-value when implementing and maintaining a master data project.

This course is targeted towards application consultants or other roles responsible for transforming the conceptual design of a STEP solution into a functional configuration.


Prerequisites

Stibo Systems Academy Courses (or the knowledge taught in this course acquired in other ways) o STEP_101 - STEP Solution Fundamentals

o   STEP_240 - STEP Data Modelling

Some knowledge of XML and preferably knowledge of JavaScript will be helpful.

At least one year of application consultancy experience and/or system implementation.

Course duration

• The course duration is 32 hours.

Delivery method

☐ Online training

☐ Corporate training

☐ Job Support

Course Outline:

1 - Control data output for down-stream systems

Learning Objectives:

Perform configurations of output templates for products, assets and classification object types for the STEP XML, Advanced STEP XML output formats. Select object and event types.

Perform configuration of delivery plugin (OIEP) - server side delivery. List available options for delivery plugins OIEP.

Perform configuration of event trigger definitions (OIEP) object type, attributes and reference types.

Apply pre-scripted business rules for event filtering and derived events - OIEP. Apply Post-processor - Context Splitter for OIEP.

Recall available Post-processor options - OIEP.

Apply pre-scripted business action for pre-processor - OIEP.

Implement configuration of message batching - event delivery and processing in OIEP. Perform configuration of Asset Push Event Queue - for web image.

Perform configuration of "Asset Push Configurations" for pre-defined conversion options. Outline the purpose of the java side-car application for asset push.

Execute Manual Asset Push initiation.

Construct an image pipeline to re-size an existing image applicable for web use.

Perform configuration of export manager to export a product using Excel, STEP XML, Generic XML output formats. In accordance with pre-defined specification.

2 - Build configurations for import and validation of data from multiple sources

Learning Objectives:

Implement IIEP Receiver Plugins - Hot Folder Receiver.

Implement IIEP Receiver Plugins - Hot Folder Receiver Plugin. Explain how and where to configure IIEP Error reporter.
Schedule IIEP.

Perform configuration of IIEP background processes queue settings, transactional settings and retention period.

Apply the STEP Import Manger as processing engine. List available processing engines.

Implement configuration of STEP import manager, Excel, STEP XML, and Generic XML.

Implement configuration of STEP Import manager, Transformations, Look-up tables, concatenation.

Tell how Deleting attribute values and References / Links can be handled via the STEP Import manager.

List available import formats for the STEP import manager.

Apply pre-scripted business rules in STEP import manager to reject and transform imported data. Define the purpose of available options in Advanced settings in the STEP import manager.

3 - Explain life-cycle of an object in terms of versioning management, history and audit-control

Learning Objectives:

Explain Versioning, Deletion (Recycle bin) and Approval flow.

4 - Perform configuration of user access based on the business roles of the customer

Learning Objectives:

Construct dedicated action sets to specific pre-defined roles.

Establish User groups based on pre-determined roles and apply privileges including super users, end users and service users.

Add Users to user groups.

5 - Explain the ways how the data maintenance and data enrichment processes can be managed using manual or automated processes

Learning Objectives:

Outline where workflows or business rules can be applied to automate and control the data maintenance process.

6 - Explain options available for translation management

Learning Objectives:

Demonstrate Excel and online translation of product attribute data.

7 - Perform data maintenance configurations according to common practice

Learning Objectives:

Formulate and check unique key formulas based on pre-defined requirement. Perform activation and de-activation of unique keys.

8 – Explain options available for searching data and utilizing search results

Learning Objectives:

Demonstrate available search option in order to find specified object types, references and values and create collection from result.

Execute a bulk update of an attribute value based on search based collection including refresh / scheduling of collection.