Transcript PID Research Service Implementation

Party Identification Directory
Installing the Microsoft Research Service
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IDEAlliance and Drybridge Consulting –
collaborating to deliver solutions for the Paper and
Forest Products Supply Chain
Installing the PID Research Service
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1. Show the Research Pane
• View/Task Pane and then select Research
2. Click on Research Options
3. Click on Add Services
4. On the Add Services window enter the following address,
make sure you enter it exactly as indicated
• http://www.drybridge.com/dev/pid/researchservice.asmx
5. There will be a series of screens that culminate in a
success message.
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Using the web-service from MS Office
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Available in Office,
Excel, and PowerPoint
is the area where
The Research Pane This
requests are entered.
comes loaded with
first, Select
dictionary and other But
Party Identification Look-up”
types of look-ups.
I asked for “help” which
It is very easy to
returned a list of the valid web
register a new web services that you can execute.
service for use in the
pane.
Office 2003 and above.
Information about the service:
• Scheduled Updates
• Who is providing the service
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An invitation to participate
The Party Identification Directory, we’ll be referring to it as
PID from now on, provides two primary functions.
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A directory of contact, identifier, and address information for parties
involved in the paper and forest supply chain.
Look-up and retrieval of this information
You are experiencing one of the ways that we can make the
PID service work. All approaches start the same way, an
existing member invites a new trading partner to participate.
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The invited trading partner can choose to maintain their own
information.
Alternatively, the invited trading partner can choose to engage with
IDEAlliance to maintain their trading partner information.
We’ll be reviewing how to access the information in the
following slides. The point to take away from this slide is:
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The quality of the information available is based on the effort that
everyone puts into maintaining the information.
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Benefits of participation
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Centralized trading partner directory
Timely and accurate information
Faster implementation
Integrated into your existing systems
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As a web service
As a data synchronization tool
Flexible administration
Web browser access
Low cost
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Ways to retrieve information
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Internet browser
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Internet web service
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XML format, suitable for integrations.
This approach provides long-term cost-saving benefits when PID
services are integrated with your systems.
Instructions are available on the web.
Microsoft Office Research Pane Web Service
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Information returned in browser page with download possible in
XML message or tab-delimited file.
This approach provides immediate benefits prior to any
integration between PID services and your systems.
Basic instructions for use are included in this document, detailed
documentation is available on the web.
Zero footprint, easy installation, simple user interface.
This approach provides immediate inquiry access.
Basic instructions are included in this document. The service
does not require documentation.
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Using the web front-end
During the prototype period PID is
hosted at www.drybridge.com navigate to the site and select the
link for Registered Users.
Username: [email protected]
Password: visitor
Use the visitor access to query
the directory.
The ability to maintain your
company’s information is
controlled by your email
domain; so, registration is
required.
You may also register on the
PID Site. This will permit you
to perform maintenance and
invite additional trading
partners to participate.
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Location Search
If you do not have an identifier you can use this screen to find a location
using a variety of criteria.
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This inquiry is also available as a web service and as a Microsoft Research
Service. We’ll be discussing the research service later on in this
presentation, web-service documentation is available separately.
This is the primary human interface into PID.
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Location Information
Locations follow the papiNet model
• All Party elements and attributes
 all items included in data model
 not all shown on screen
In addition to the papiNet model
• Location hierarchy based on
parent-child relationship
• Some additional contact roles to
support PID admin
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Identifier Search
Identifiers have a base value and an extension.
• Think “DUNS” and “+4”
This is the primary system interface into PID.
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Identifier Information
Identifiers are managed with papiNet requirements
in mind
• Can be enabled for particular market segments
• Can be set-up in advance of their actual use
• Changes to the base identifier cascade to any
extensions
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What types of things can you do?
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Visitors can retrieve
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Registered users can create and retrieve
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Locations, Contacts, and Identifiers
Locations, Contacts, and Identifiers
Domain members can update
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Location Parent – Location Child Assignment
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Location - Contact Assignment
Location – Identifier Assignment
Flag items for deletion
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Must be parent domain member
Review by administrator prior to deletion
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Sponsorship of a New Trading Partner
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Increasing the number of entries in PID will happen either through
paid maintenance, a pull process, or a push process.
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Paid maintenance – Trading partners provide lists and contact we enter
and update, following up periodically.
Pull – Admin will initiate an entry and invite a contact to participate
Push – participant will initiate an entry and invite a contact to participate
Contact status
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Sponsor
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Prospect
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All domain members can perform maintenance on locations in the domain
Non-domain members who have been provided maintenance access.
pNet contact Type
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A registered or non-registered contact who has been targeted as being
responsible for a domain
Administrator
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Person initiating, if a foreign domain then can change until Prospect is
validated, domain has been associated with location.
Any other contact
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