Party Identification Directory Installing the Microsoft Research Service

1
Party Identification DirectoryInstalling the
Microsoft Research Service

• IDEAlliance and Drybridge Consulting
  collaborating to deliver solutions for the Paper
  and Forest Products Supply Chain

2
Installing the PID Research Service

• Show the Research Pane
• View/Task Pane and then select Research
• Click on Research Options
• Click on Add Services
• On the Add Services window enter the following
  address, make sure you enter it exactly as
  indicated
• http//www.drybridge.com/dev/pid/researchservice.a
  smx
• There will be a series of screens that culminate
  in a success message.

1
2
5
3
4
3
Using the web-service from MS Office

• Available in Office, Excel, and PowerPoint
• The Research Pane comes loaded with dictionary
  and other types of look-ups.
• It is very easy to register a new web service for
  use in the pane.
• Office 2003 and above.

This is the area where requests are entered.
But first, Select Party Identification Look-up
I asked for help which returned a list of the
valid web services that you can execute.

• Information about the service
• Scheduled Updates
• Who is providing the service

4
An invitation to participate

• The Party Identification Directory, well be
  referring to it as PID from now on, provides two
  primary functions.
• 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.
• 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.
• Well be reviewing how to access the information
  in the following slides. The point to take away
  from this slide is
• The quality of the information available is based
  on the effort that everyone puts into maintaining
  the information.

5
Benefits of participation

• Centralized trading partner directory
• Timely and accurate information
• Faster implementation
• Integrated into your existing systems
• As a web service
• As a data synchronization tool
• Flexible administration
• Web browser access
• Low cost

6
Ways to retrieve information

• Internet browser
• 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.
• Internet web service
• 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
• 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.

7
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 pid_at_drybridge.com Password visitor
Use the visitor access to query the
directory. The ability to maintain your companys
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.
8
Location Search

• If you do not have an identifier you can use this
  screen to find a location using a variety of
  criteria.
• This inquiry is also available as a web service
  and as a Microsoft Research Service. Well be
  discussing the research service later on in this
  presentation, web-service documentation is
  available separately.
• This is the primary human interface into PID.

9
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

10
Identifier Search

• Identifiers have a base value and an extension.
• Think DUNS and 4
• This is the primary system interface into PID.

11
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

12
What types of things can you do?

• Visitors can retrieve
• Locations, Contacts, and Identifiers
• Registered users can create and retrieve
• Locations, Contacts, and Identifiers
• Domain members can update
• Location Parent Location Child Assignment
• Must be parent domain member
• Location - Contact Assignment
• Location Identifier Assignment
• Flag items for deletion
• Review by administrator prior to deletion

13
Sponsorship of a New Trading Partner

• Increasing the number of entries in PID will
  happen either through paid maintenance, a pull
  process, or a push process.
• 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
• Sponsor
• Person initiating, if a foreign domain then can
  change until Prospect is validated, domain has
  been associated with location.
• Prospect
• A registered or non-registered contact who has
  been targeted as being responsible for a domain
• Administrator
• All domain members can perform maintenance on
  locations in the domain
• Non-domain members who have been provided
  maintenance access.
• pNet contact Type
• Any other contact