Introduction

This learning path is designed for administrators who need to gain a basic understanding of PlatformManager’s administrative capabilities that will allow them to manager users, accounts, Pricefx objects, notifications, alerts, permissions and security setup. Through this learning path we will understand how these abilities will allow our users to effectively manage partitions, integrate with third-party systems, deploy connectors and accelerators, and pull in data seamlessly.

This series will discuss the core administrative concepts and features of PlatformManager and will serve as the foundational knowledge for the additional learning paths in this series.

Learning Prerequisites

Make sure that you have these aspects covered before moving on to the course.

• PlatformManager Learning Path for All Audiences

Learning Synopsis

This learning path will explore the capabilities of PlatformManager and how they are commonly used in conjunction with a Pricefx project. This learning path will illustrate how to administer and maintain Pricefx assets like partitions and IntegrationManager instances. enable users to manage partition activities (ie. data uploads, integrations, and access entitlements within a project), provide key management capabilities for accounts, partitions, integrations, notifications, marketplace, and administration.

Learning Objectives

Core topics and takeaways:

• Understand how PlatformManager serves as a central management hub for setting up and managing partitions, integrating with third-party systems, deploying connectors and accelerators, and pulling in data seamlessly.

• Demonstrate how to administer and maintain Pricefx assets such as partitions and IntegrationManager instances.

• Understand how its integration capability enhances data synchronization and streamlines business processes.

Learning Journey

This learning path for the PlatformManager is divided into multiple groups and each group provides information on a specific aspect of this product and its role within a Pricefx project. These groupings are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding content.

This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience and maximizing the effectiveness of using the PlatformManager product.

• User Management and Permissions

  • Add User

  • Add User (video)

  • Upload Users

  • Defining Permissions

  • Assign Permissions Centrally

  • Create Business Role

  • Create Asset Group

  • SSO Setup

• Notifications, Reports and Workflows

  • Create Report

  • Request Instance Upgrade

  • Create Event Workflow

  • Create Alert

• Security

  • Permissions

  • Template Permissions

Time commitment: For this path you should dedicate approximately 2 hours.