Maps & Profiles in Prism
For Supply Lens implementers and partner consultants who set up integration types. You will learn how maps and profiles decide what runs for a message, how to set up a config-driven integration type, and how to create, check, publish, overlay, version and troubleshoot maps and profiles for one organisation without breaking anyone else.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 7 module quizzes (pass mark 80%).
Sign in to take partCourse modules
Module 1
Before you start
What maps and profiles are for, who can use the screens, and where to find them.
- Welcome to Maps & ProfilesWhat config-driven integrations are, who can use the Maps & Profiles screens, and what you will be able to do by the end of this course. 5 min
- Find the screensOpen the integration type setup screens and an organisation's maps and profiles, and know what each menu item is for. 4 min
- Module quizCheck your understanding of this module.
Module 2
How maps and profiles work
The mental model - the four kinds, scope, roots and overlays, and the draft-to-live lifecycle.
- The four kinds, and why routing still mattersCreate maps, parse maps, send profiles and receive profiles each do the work for one message type. They replace modules, but not routing. 7 min
- Scope and specificityHow Supply Lens chooses between a shared base, an organisation's own map or profile, and one for a single integration. 6 min
- Roots and overlaysA root holds a whole specification; an overlay holds only changes to its base. Learn when to use each, and how an overlay follows its base. 7 min
- Drafts, versions and where a definition came fromNothing is changed in place. Learn the Draft, Live and Archived statuses, and what Shipped default and Locally owned mean. 6 min
- Module quizCheck your understanding of this module.
Module 3
Set up an integration type
The one-off setup every config-driven integration type needs, for all organisations.
- Client profilesThe order of type-wide setup, and how to add the named connection that send, receive and connect profiles use. 7 min
- Connect profilesLet organisations connect an integration of the type, prove the credentials work, and take a type out of service safely. 5 min
- Settings schemas and shared basesBuild the settings form organisations fill in for a type, and read the shared bases that come with each release. 7 min
- Module quizCheck your understanding of this module.
Module 4
Work with maps and profiles
Find your way round an organisation's maps and profiles, create one, and check and save it.
- The overview and the listsRead an organisation's Maps & Profiles overview at a glance, then filter a list to find the map or profile you need. 6 min
- Create a map or profileCreate a new root map or profile as a draft for one organisation, and understand what is and is not checked at this point. 5 min
- Edit, validate and saveUse the buttons on a map or profile page, read the Diagnostics panel, and avoid clashing with a colleague. 8 min
- Module quizCheck your understanding of this module.
Module 5
Publish and overlay
Make a version live, protect the overlays that depend on it, and change a shared base for one organisation.
- Publish a versionMake a draft live, decide what happens to the overlays that follow it, and handle a publish that would break them. 8 min
- Create an overlayChange part of a shared base for one organisation, choose whether the overlay floats or is pinned, and know what you can and cannot publish. 6 min
- Read the end result of an overlayUse End result to see the base and overlay together, read the chain, and tell which level wrote each node. 6 min
- Rebase, and fix held overlaysChange how an overlay follows its base, and bring a held overlay back onto the current version. 6 min
- Module quizCheck your understanding of this module.
Module 6
Versions and what actually runs
Compare versions, archive safely, and prove which map or profile runs for a message.
- Version historyFind every version of a map or profile, compare any two, and delete drafts you no longer need. 5 min
- Archive a live versionStop a live map or profile, predict what takes over, and avoid leaving messages with nothing to run. 5 min
- What actually runsAsk Supply Lens which map or profile will run for a message, see how it was assembled, and see who wrote each part. 7 min
- Module quizCheck your understanding of this module.
Module 7
Tasks and troubleshooting
Worked scenarios from start to finish, a method for finding why nothing runs, and every message explained.
- Scenario: add a new 3PL integration typeSet up a config-driven integration type for a new 3PL from start to finish, then switch it on for the first customer. 8 min
- Scenario: change one value for one customerWork through a customer-specific change from request to proof, choosing between an overlay and an edit. 6 min
- Scenario: roll back to an earlier versionGo back to an earlier version safely, given that an archived version can never be published again. 5 min
- Find why a map or profile does not runA step-by-step method for when the map or profile you expect is not doing the work. 6 min
- Messages and what to doEvery message the Maps & Profiles screens show, what causes it, and what to do next. 6 min
- Words used in this courseA reference glossary for maps, profiles, overlays and the rest of the Maps & Profiles vocabulary. 4 min
- Module quizCheck your understanding of this module.