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Delivery templates

A delivery template contains the delivery format, the delivery method, and the location where the data is delivered to the Data User. Stakeholders use delivery templates to create new delivery targets for their data collections. Use the Marketplace - Delivery Template Template.xlsx file or upload your own Microsoft Excel spreadsheet to create delivery templates in Data Marketplace.

Prerequisites

Before you can create delivery templates, verify the following prerequisites:
Verify the privileges and permissions
Verify one of the following:
Verify the methods and formats
Ensure that the delivery formats and delivery methods that you want to use to create the delivery templates are already present in Data Marketplace.

Column description

The following table describes the fields in the Marketplace - Delivery Template Template.xlsx file and the values that you can enter:
Field
Description
Example
Reference ID
Enter a reference identifier for the delivery template.
Field Type: Free text; optional
Guidelines: If you don't specify a reference identifier, Data Marketplace automatically assigns a unique value to the object.
If you want to specify a reference identifier, enter a unique alphabetical, numeric or alphanumeric value. You can also use special characters when you enter a reference identifier value. Ensure that the value that you enter doesn’t use a prefix value that is configured in Metadata Command Center.
For more information about reference IDs, see the Manage reference IDs of objects topic in the Set Up Data Marketplace help.
You can specify DTemplate01 or DT-1 as the reference ID of a delivery template. However, if DTM- is a reference ID prefix that is configured in your Metadata Command Center, you cannot use DTM-1.
Name
Enter a name for the delivery template.
Field Type: Free text; required
Guidelines: The delivery template names should clearly indicate the delivery options that they represent.
Cloud Delivery
Description
Enter a description for the delivery template.
Field Type: Free text; required
Guidelines: Explain the nature of the delivery template, so that stakeholders of data collections can determine whether it meets their requirements.
If you use a CSV file to upload delivery templates, do not enter commas in the description. Commas are used as column separators. Consider rephrasing the description to avoid commas.
Use this template to deliver data via a Cloud platform.
Status
Specify a status for the delivery template. The status determines whether a delivery template is available to be used to create a delivery target of a data collection.
Field Type: Fixed value; required.
Enter one of the following values:
  • - To make the delivery template available, set the status to ACTIVE.
  • - To make the delivery template unavailable, set the status to INACTIVE.
Guidelines: Typically, the delivery methods that you create should be activated for use. If you are creating inactive delivery templates, ensure that you have a valid reason for doing so, or you can create the delivery templates later.
ACTIVE
Delivery Type
Specify the method of approval and fulfillment.
Field Type: Free text; required
Enter one of the following values:
  • - If you set the delivery type to AUTOMATIC, the order approval and fulfillment is automated.
  • - If you set the delivery type to MANUAL, a stakeholder of the data collection must approve and fulfill the order manually.
Guidelines: For Automatic delivery, the approval and fulfillment process is automated. Ensure that the URI that you enter in the Location field is universally accessible within the organization.
MANUAL
Delivery Process
Specify whether you want the system to create a unique data location for each order that is fulfilled using this template. An access management application such as Data Access Management might customize the data that it delivers based on the characteristics of the data, the Data User and the usage context that they specified in the order.
Field Type: Fixed value; optional. Enter one of the following values:
  • - ENABLED
  • - DISABLED
Note: Default value is DISABLED.
Guidelines:
  • - If you enable Delivery Process, a unique data location is created for each order that is fulfilled using a target that is based on this template. Furthermore, an access management application such as Data Access Management might customize the delivered data based on the characteristics of the data, the Data User and the usage context that they specified in the order.
  • - If you disable Delivery Process, the same data is made available in a data location that is common to all Data Users.
For more information, see the Manage access to data with Data Access Management topic in the Set Up Data Marketplace help.
ENABLED
System
Enter the system on which you want to deliver the data.
Field Type: Free text; required
Google Cloud Platform, Microsoft Azure
Location
Enter a location where the requested data is delivered to the Data User.
Field Type: Free text; required
Guidelines: If you enable the Delivery Process option, ensure that you use the following structure to specify the data location:
hostname:port
In the location structure, you can configure the following properties:
  • - hostname. Enter the hostname for the Data Access Management proxy.
  • - port. Enter the port number of the Data Access Management proxy.
For more information about how you can retrieve the hostname and port values, see the Data Access Management Proxy service topic in the Secure Agent Services help in the Administrator.
OneDrive, Google Drive
Delivery Formats
Specify a delivery format as it appears in Data Marketplace.
Field Type: Free text; required
.XLSX File, .CSV File, .PDF document
Delivery Methods
Specify a delivery method as it appears in Data Marketplace.
Field Type: Free text; required
FTP, SFTP
Delivery Template Owners
Enter the email addresses of the individuals or the names of the groups that you want to assign as the Delivery Owner of the delivery template.
Field Type: Fixed value; optional
Guidelines: Use semi-colons to separate your entries, and do not enter a space between each entry.
Ensure that Delivery Owners are aware of their responsibilities before you assign them the role. For more information about the responsibilities of a Delivery Owner, see the Delivery Owner topic in the Introduction and Getting Started help.
johnD@informatica.com;Retail
Color
Specify a color indicator for the delivery template.
Field Type: Free text; optional
Guidelines: Assigning a unique color indicator allows users to identify a delivery template easily.
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