Supplier Portal Integration
Setup communication Product 360 Server - Product 360 Supplier Portal
Prerequisite
Before you can start with this chapter, you need to have finished the following parts:
Setup Product 360 Core Users and Permissions
There are 3 different kinds of Product 360 Core Users for different Product 360 - Supplier Portal use cases:
Product 360 Supplier Portal System User
This system user is used to authenticate REST requests at Product 360 - Server which are triggered by suppliers (or Product 360 - Supplier Portal background jobs).
Product 360 Supplier Portal Administrator Users
For all actions in Product 360 - Supplier Portal triggered by a portal administrator, the corresponding credentials of the named user are used at the REST interface.
In order to have an easily maintainable system, it is recommended to create a user group (with the minimal set of common rights) and to assign it to the Product 360 Supplier Portal System User and Product 360 Supplier Portal Administrator Users.
If object rights are used for an object, please keep in mind that all other users implicitly don't have any rights for it. Thus if an object like a supplier, catalog or mapping shall be used in Product 360 - Supplier Portal context (e.g. for the supplier list, to perform uploads, etc.) the corresponding user group for Product 360 - Supplier Portal MUST have full object rights on that object as well.
Create required Users and Groups within Product 360 - Desktop
Create Product 360 Supplier Portal Administrator Users Group
The Product 360 Supplier Portal Users Group needs at least the following action rights to perform the basic actions in Supplier Portal web application:
Rights group
Permission
Mandatory
Note
Catalogs
Supplier catalogs, general access
Yes
General
Service Login
Yes
Company Management
Company Management, general access
Yes
Items
Items, general access
Yes
Items
Create Items
Yes
Items
Create Prices
Yes
Items
Create Prices (in the past)
Yes
Items
Delete item
Yes
Items
Delete prices
Yes
Items
Delete prices (in the past)
Yes
Items
Edit items
Yes
Items
Edit prices
Yes
Items
Edit prices (in the past)
Yes
Items
View prices
Yes
Import
Perform import
Yes
Suppliers
Supplier Management, general access
Yes
Suppliers
Edit suppliers
Yes
Structures
Structures, general access
Yes
Structure groups
Structure groups, general access
Yes
Users
Users, general access
Yes
Create Product 360 - Supplier Portal Item Editor User Group
If not already exists, create a new Product 360 Core User Group, which manages the Product 360 Supplier Portal Item Editor permission within Product 360 Core.
The Product 360 Supplier Portal Item Editor Users Group needs the following rights:
Action rights
Rights group
Permission
Mandatory
Note
Web Permissions
Log in (Web)
Yes
Web Permissions
Classify objects (Web)
No
Catalogs
Supplier catalogs, general access
Yes
Structures
Structures, general access
Yes
Structure groups
Structure groups, general access
Yes
Items
Items, general access
Yes
Items
Edit items
Yes
Item search
Item search management, general access
Yes
Products
Product management, general access
Yes
Products
Edit products
Yes
Variants
Variant management, general access
Yes
Only in 3 tier product paradigm to classify in structure tree.
Variants
Edit variants
Yes
Only in 3 tier product paradigm to classify in structure tree.
Tasks
Task management, general access
Yes
Tasks
Edit tasks
No
Document management
Document management, general access
No
Only for assignment and upload of media attachments
Document management
Create documents
No
Only for assignment and upload of media attachments
Document management
Create document categories
No
Only for assignment and upload of media attachments
Document management
Edit document categories
No
Only for assignment and upload of media attachments
Multimedia attachments
Add multimedia attachments
No
Only for assignment and upload of media attachments
Merge
Merge, general access
No
Merge
Perform Merge
No
Since Product 360 8.1 it is possible to allow the assignment of Supplier Organizations to tasks setup in the system.
The Supplier Organizations that are configured to work with tasks can access them similarly as their general catalog data by the item editor integration.
For this setup at least the field rights for the 'Tasks' data range have to be considered.Field rights
Data range
Field
Mandatory
Note
Tasks
Start date (visible + editable)
Yes
Tasks
Estimated start date (visible + editable)
Yes
Tasks
Anticipated completion on (visible + editable)
Yes
Tasks
Progress (visible + editable)
Yes
Tasks
Completed on (visible + editable)
Yes
Item
Item no. (visible + editable)
Yes
Item
GTIN (visible + editable)
Yes
Item
Status (visible + editable)
Yes
Field group "Header data"
Interface visibility
Category
Name
Mandatory
Note
Item
Select the tabs you want to show
optional
Following rights, permissions and interface visibility MUST be REVOKED:
Interface visibility
Category
Name
Note
Context
Context visibility: Entire Context selection area
Action rights
Rights group
Permission
Note
Flexible UI
Access Flexible UI
Flex UIs are not supported in context of supplier tasks.
Field rights
Data range
Field
Note
Tasks
Revoke all Tasks related field rights NOT listed as mandatory in the previous section.
All other Action rights, field rights and all Interface visibility of type 'Web List Definition' and 'Web Tab' not mentioned above have to be defined individuality depending on the scenario and requirements of the project and the individual use case scenarios.
Here detail tabs, displayed columns and other UI elements needed for the business use case are to be considered.
For example, if you want to display the short description in the item list view, you have to check the box in the field permissions of the short description for visible.
Create Product 360 - Supplier Portal Item Viewer User Group
If not already exists, create a new Product 360 Core User Group, which manages the Product 360 Supplier Portal Item Viewer permission within Product 360 Core.
The Product 360 Supplier Portal Item Viewer Users Group needs the following rights:
Action rights
Rights group
Permission
Mandatory
Note
Web Permissions
Log in (Web)
Yes
Catalogs
Supplier catalogs, general access
Yes
Structures
Structures, general access
Yes
Structure groups
Structure groups, general access
Yes
Items
Items, general access
Yes
Item search
Item search management, general access
Yes
Products
Product management, general access
Yes
Variants
Variant management, general access
Yes
Only in 3 tier product paradigm to classify in structure tree.
Since Product 360 8.1 it is possible to allow the assignment of Supplier Organizations to tasks setup in the system.
The Supplier Organizations that are configured to work with tasks can access them similarly as their general catalog data by the item editor integration.
For this setup at least the field rights for the 'Tasks' data range have to be considered.Field rights
Data range
Field
Mandatory
Note
Tasks
Start date (visible)
Yes
Tasks
Estimated start date (visible)
Yes
Tasks
Anticipated completion on (visible)
Yes
Tasks
Progress (visible)
Yes
Tasks
Completed on (visible)
Yes
Item
Item no. (visible)
Yes
Item
GTIN (visible)
Yes
Item
Status (visible)
Yes
Field group "Header data"
Interface visibility
Category
Name
Mandatory
Note
Item
Select the tabs you want to show
optional
Following permissions, rights and interface visibility MUST be REVOKED:
Interface visibility
Category
Name
Note
Context
Context visibility: Entire Context selection area
Action rights
Rights group
Permission
Note
Flexible UI
Access Flexible UI
Flex UIs are not supported in context of supplier tasks.
Field rights
Data range
Field
Note
Tasks
Revoke all Tasks related field rights NOT listed as mandatory in the previous section.
All other Action rights, field rights and all Interface visibility of type 'Web List Definition' and 'Web Tab' not mentioned above have to be defined individuality depending on the scenario and requirements of the project and the individual use case scenarios.
Here detail tabs, displayed columns and other UI elements needed for the business use case are to be considered.
For example, if you want to display the short description in the item list view, you have to check the box in the field permissions of the short description for visible.
Create Product 360 Supplier Portal System User
Fill in the user details, keep attention to the following details:
the Active checkbox must be checked.
Authentication mode has to be set to "Internal"
Add User to the created Product 360 Supplier Portal Administrators User Group
Add Product 360 Core Users as Product 360 Supplier Portal Administrator
Create a new Product 360 Core user or choose an existing Product 360 Core user to add to the Product 360 Supplier Portal Administrator User Group
Fill in the user details, keep attention to the following details:
the Active check-box must be checked.
Add User to the created Product 360 Supplier Portal Administrators User Group.
Setup Product 360 - Web Users and Permissions for Product 360 Supplier Portal Item Editor/Viewer
The item management within Product 360 - Supplier Portal uses the Product 360 - Web functionality. There a two different use cases within Product 360 - Supplier Portal to take into account.
Product 360 Supplier Portal Item Editor:
which means, suppliers are able to edit items within the Product 360 - Supplier Portal.
Product 360 Supplier Portal Item Viewer:
which means, suppliers don't have the ability to edit item data within the Product 360 - Supplier Portal.
Both users need to be referenced by the webfrontend.properties file of the Product 360 server in order to be used by the system as default system users for Item Editor access through the Supplier Portal.
Create Product 360 Supplier Portal Item Editor System User
Fill in the user details, keep attention to the following details:
the Active checkbox must be checked.
Authentication mode has to be set to "Internal"
Add User to the created Product 360 Supplier Portal Item Editor User Group.
Create Product 360 Supplier Portal Item Viewer System User
Fill in the user details, keep attention to the following details:
the Active checkbox must be checked.
Authentication mode has to be set to "Internal"
Add User to the created Product 360 Supplier Portal Item Viewer User Group
Setup communication Product 360 Server - Product 360 Supplier Portal
There is a possibility to configure the communication between Product 360 Server and Product 360 Supplier Portal. E.g. for Supplier Portal Post Export Step which introduces the possibility for Product 360 Core users to send selected catalog data to a specific supplier within Product 360 Supplier Portal. Or to notify the supplier in the Product 360 Supplier Portal about tasks created for suppliers.
To configure the communication from Product 360 - Server to Product 360 Supplier Portal just make sure you set the following properties in the
<PIM_SERVER_INSTALLATION_ROOT>\server\configuration\HPM\hsx.properties
Description |
|
hsx.enabled |
Enable the Product 360 - Server-> Product 360 - Supplier Portal communication hsx.enabled=true |
hsx.server |
The Product 360 - Supplier Portal tomcat application server host name. e.g. hsx.server=localhost |
hsx.port |
Port of the Product 360 - Supplier Portal application. e.g. hsx.port=9090 |
hsx.login.name |
e.g. hsx.login.name=hsx |
hsx.login.password |
Password of the above portal administrator. e.g. hsx.login.password=pass If you want to encrypt the password please refer to chapter Encryption of secure information in the Server Installation manual. |
hsx.rest.uri |
e.g. hsx.rest.uri=http://localhost:9090/hsx/rest/ |
hsx.suppliertasks.enabled |
Enable tasks for suppliers functionality in the Product 360. Valid values: true and false. Default value: false. Only if both properties hsx.enabled and hsx.suppliertasks.enabled are existing in the configuration file and set to true, the supplier tasks are enabled. hsx.suppliertasks.enabled=false |
hsx.suppliertasks.notification.enabled |
Enable notification about created or changed supplier tasks. Valid values: true and false. Default value: false. Only if all properties hsx.enabled, hsx.suppliertasks.enabled and hsx.suppliertasks.notification.enabled are existing in the configuration file and set to true the notifications about supplier tasks will be sent to the timeline of Supplier Portal. hsx.suppliertasks.notification.enabled=false
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