Vault PromoMats Standard Metrics · - Auto-Linked Component - Meeting Materials - Multichannel Any...

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Transcript of Vault PromoMats Standard Metrics · - Auto-Linked Component - Meeting Materials - Multichannel Any...

Page 1: Vault PromoMats Standard Metrics · - Auto-Linked Component - Meeting Materials - Multichannel Any document types mapped to these values will need to be remapped. Any documents containing
Page 2: Vault PromoMats Standard Metrics · - Auto-Linked Component - Meeting Materials - Multichannel Any document types mapped to these values will need to be remapped. Any documents containing

Vault PromoMats Standard Metrics

Page 3: Vault PromoMats Standard Metrics · - Auto-Linked Component - Meeting Materials - Multichannel Any document types mapped to these values will need to be remapped. Any documents containing

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Table of Contents

Vault PromoMats Standard Metrics Overview1What are the benefits of Standard Metrics?2How does Standard Metrics work?3What are the Standard Metrics Fields?4How do I prepare for Standard Metrics ahead of 20R2?5

Page 4: Vault PromoMats Standard Metrics · - Auto-Linked Component - Meeting Materials - Multichannel Any document types mapped to these values will need to be remapped. Any documents containing

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Vault PromoMats Standard Metrics Overview

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Benefits of Vault PromoMats Standard Metrics

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How Does Standard Metrics Work?9 doc fields have been added into all PromoMats, MCR and OLS Vaults

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Standard Metrics User Input Fields

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Standard Metrics Auto-Generated Fields

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Standard Metrics Adding Value TodayBuild reports based on the calculated fields to address common business process questions

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Deploying Standard Metrics

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Timeline

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Customer Preparation

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How Should I Set the Lifecycle States?

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How do I Map My Global Content Type & Currency?

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Standard Document TypesStandard Document Types will be automatically mapped to a default Global Content Type, and Content

Creation Cost and Content Creation Currency will default to “Decline to Provide.”

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Global Content Type ModificationsIn 20R1 release the following Global Content Types became INACTIVE

- Digital- Image- Auto-Linked Component- Meeting Materials- Multichannel

Any document types mapped to these values will need to be remapped

Any documents containing any of these inactive global content types will need to be updated to avoid errors when editing documents

Reach out to Services or CSM for support on this

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Suggested Actions Summary

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Summary

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