Embed Size (px)
Citation preview
Solutions Directory Training Guide
Table of Contents Advance Your Business with the Solutions Directory ................................................................................................. 2
Solutions Directory Product Types ................................................................................................................................ 2
How to Login ...................................................................................................................................................................... 3
Solutions Editor Role.................................................................................................................................................... 3
Maintaining Your Content ............................................................................................................................................... 3
Manage Company Description / Website URL / Logo ............................................................................................ 3
Uploading Complete IoT Solutions and Intel® IoT Market Ready Solutions ...................................................... 4
Adding Solutions ....................................................................................................................................................... 4
Adding Formulas ....................................................................................................................................................... 7
Solution Approval Process ...................................................................................................................................... 9
Editing Current Solutions and Formulas ............................................................................................................... 9
Review Queue .......................................................................................................................................................... 10
Add a News Story ........................................................................................................................................................ 11
Manage Company News Feed................................................................................................................................... 11
Web Analytics .............................................................................................................................................................. 11
Translations ................................................................................................................................................................. 12
Entering Your Own Translated Data .................................................................................................................... 12
Editing Your Data That Has Been Translated ..................................................................................................... 12
Advance Your Business with the Solutions Directory The Solutions Directory is a comprehensive online product guide to Intel’s partner products and solutions.
As today’s world grows more dynamic and fast-paced, the Solutions Directory offers a range of possibilities
to help expand your business.
The Solutions Directory enables searching based on market segment, product type, and company, delivering
results in multiple languages. Developers, engineers, business/IT professionals, and Intel Sales can find
ready-to-go solutions or foundational components to build their own innovative solutions. This online
marketplace connects you to customers by passing requests to you for follow-up as well as linking
customers to online ordering.
Solutions Directory Product Types The Solutions Directory is built to house any product, solution, or service that support Intel® Technology,
such product types include Hardware Components, Software Components, Services, systems, and Complete
IoT Solutions. Click the “Explore all solutions” to expand and view all Solutions Directory Product Types.
How to Login 1. Using an Internet browser, open
https://solutionsdirectory.intel.com.
2. Click “Login.”
3. Enter “Username” and “Password” and
click “Sign In.”
Solutions Editor Role Although all users accessing the Solutions
Directory will have view capabilities, only
contacts with the role of Solutions Editor have edit capabilities. Primary and Admin Contacts can manage
roles for themselves and also other users in their company – see Profile Management Training Guide for
more information.
To find who your Primary Contact is, go to intel.com/solutionsalliance and log into the Member Resource
Center; your Primary Contact will be listed in the middle of your dashboard. To view your assigned role(s),
click on the “Manage your profile” link on the right side of the dashboard.
If you have the Solutions Editor Role but do not see the “Manager Directory Content” link in the top
navigation bar upon login, contact support at [email protected].
Maintaining Your Content You and your colleagues with the assigned role
of Solutions Directory Editor have the ability to
add or edit products, services, solutions, and
other information for your company in the
directory from the Solutions Directory
Management Interface, accessible when you are
logged in and click on “Manage Directory
Content” in the top navigation bar.
Manage Company Description / Website URL / Logo Company description is a key way to tell your
potential customers about your company. It is
important to manage your company description
because that information is viewable
throughout the Solutions Directory, to include
your company page, linked in Member Roster
and from each of your products.
1. In the left hand navigation of the
Members Resource Center, click
“Manage Company Description/Website URL.”
2. Select the language from the drop down
menu.
3. Edit Company description.
4. Edit Company website URL.
5. Upload Company logo.
6. Choose one of three publishing options
described below:
a. Click ‘Save’ to submit your
changes for review.
b. Click ‘Preview’ to review and edit
your listing if desired before submitting however your changes will not be saved in Preview
mode.
c. Click ‘View Changes’ to show a side by side comparison view of the original and changes
7. Company Name and Company Address are not editable from the Solutions Directory. To edit this
information, go to My Intel Profile Management or contact support at
NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and
could take up to 5 business days.
Uploading Complete IoT Solutions and Intel® IoT Market Ready Solutions
• Complete IoT Solutions are “end to end IoT solutions” that are truly ready for market deployments.
o When posting these solutions, select “Complete IoT Solutions” as the solution category.
• Intel® IoT Market Ready Solutions are Complete IoT solutions that also satisfy Intel’s review process
considering solution readiness elements, including availability for purchase, published marketing
collateral, commercial market deployment, and a documented support model. They were submitted
for Intel review and are available through partners within the IoT ecosystem. See link for additional
information https://www.intel.com/content/www/us/en/internet-of-things/market-ready-
solutions/overview.html.
o When posting these approved solutions, select “Intel® IoT Market Ready Solutions”
characteristic.
To upload either Complete IoT Solutions or Intel® IoT Market Ready Solutions to the Solutions Directory,
create one of the new entry types below:
• Solutions: Most common template for products, services, and systems entry and can qualify as
Complete IoT Solutions or Intel® IoT Market Ready Solutions.
• Formulas: A recipe for adding individual components and services even from more than one company
to build a full system or an end-to-end solution and can only qualify as Complete IoT Solutions.
Adding Solutions
In the left hand navigation of the Members Resource Center, click “Add a Solution.” Five key entry tabs
Solution Information, Solution Details, Categories, Characteristics, and Intel Review are available for
categorizing your company’s solution. Required fields are marked with a red star (*) which you must fill out
before being able to move on to the next tab.
1. In the “Solution Information” tab, select
the appropriate language from the drop
down menu.
NOTE: If you submit the solution title in
English – after it is approved – it will be
translated into simplified Chinese and
Japanese. If it is not submitted in English, it
will be translated into English before it is
reviewed.
2. Type in the unique title for your product. For best results, include key information about the product,
such as form factor, in the product name.
3. Select Content Type(s), which will drive the relevancy of Categories in the next step.
a. Client: Select this content type if you are selling the Solution to customers outside of
communications, embedded or IoT market segments. The customer could be a business or a
consumer and the Solution is a product or service for the broad market. For example, if you
are selling a notebook or an all-in-one to a school, please select this Content Type.
b. Server: Select this content type if you are selling the Solution to customers outside of
communications, embedded or IoT market segments. The customer would usually be a
business and the Solution is a server or service for servers for the broad market. For example,
if you are selling a generic server to a bank, please select this Content Type.
c. Embedded IoT: Select this Content Type if you are an Alliance member and this Solution is
applicable to communications, embedded or IoT market segments. This is the most common
Content Type.
4. Choose your View Option. If you want to restrict your listing to be viewed by Intel only and not be
visible to the public, select the ‘Intel Only Content.’
5. In the “Solutions Details” tab, add up to
4 product images. At least one image
required for each product listing and
must be png, gif, jpg, or jpeg files that are
less than 2MB. Click ‘Choose File’ to
upload the required image of your
solution.
6. Add a detailed description of the
product by typing it into the Description
area, or paste text from a Microsoft Word
document.
7. Provide a URL to the product web page on your company’s website.
NOTE: Make sure to link directly to the page which describes this item, not to your homepage. Also, use
only one entry in the Solutions Directory per web page.
8. Additional product information listed
below is recommended but not required:
a. Datasheet
b. Product Brief: Title; URL
c. Additional Resources: Title; URL
d. Price: Price per Unit; Price per
100 Units; Price per 1000 Units
e. Order Unit URL.
NOTE: If available, enter the URL for
customers to order your solution online. This link may be to your company’s website or a third-
party website, like a distributor.
9. In the “Categories” tab, select one key
category for your product. Content
Types and Categories will drive the
relevancy of Characteristics in the next
step. If your solution is a Complete IoT
Solution, select the ‘Complete IoT
Solutions’ option. For storage and
services categories, select as many
subcategories as apply. Use the
expandable menus and submenus to
navigate through the menu hierarchy.
NOTE: For example, a key category for your product could be either a mini-ITX board or an industrial
computer. It can be one or the other, but not both.
10. In the “Characteristics” tab, select all of
the product characteristics that apply to
your product. If your solution has been
pre-approved as an Intel® IoT Market
Ready Solution, select the ‘Intel® IoT
Market Ready Solutions’ checkbox.
Required characteristic groups include:
geographic locations in which the
product or service is available and the
market segments. Click the characteristic
group titles on the page to expand
selections or use ‘Expand All’, ‘Collapse
All’, and ‘Reset’ shortcut buttons.
11. When your submission is complete, click
‘Save’ to submit your solution for review
and approval.
NOTE: Your submission must be reviewed
and approved by Intel before it is posted to
Intel.com and could take up to 5 business
days.
Adding Formulas
In the left hand navigation of the Members Resource Center, click “Add a Formula.” Three key entry tabs
Formula Information, Formula Details, and Categories are available for categorizing your company’s formula.
Required fields are marked with a red star (*) which you must fill out before being able to move on to the
next tab.
1. In the “Formula Information” tab, select
the language for your Formula in the
drop down menu.
2. Type in the unique title for your Formula.
3. Add each component that is included in
your formula:
a. Enter a ‘Component Type’ (i.e.,
Display). Add a component name
that’s used for that component
type. For products listed within
the Solutions Directory, type the title of the product, and choose it from the auto-generated
list. For components not listed in the Solutions Directory, type the name of the product.
b. Add additional Component
Categories by clicking ‘Add
another component option.’
c. For multiple options of a
component type, click ‘Add
another item’ to include one or
additional component options
within that type.
d. Repeat entry until all
components within the formula
are included.
4. Choose your View Option. If you want to restrict your listing to be viewed by Intel only and not be
visible to the public, select the ‘Intel Only Content.’
5. In the “Formula Details” tab, browse for a
product image.
6. Add a detailed description of the
product by typing it into the Description
area, or paste text from a Microsoft Word
document.
7. If appropriate, in the Systems Integrator
area, enter a system integrator to be
listed for support of this formula. Click
‘Add another item’ to add additional
companies.
8. If a Bill of Materials is available for your
formula, add the document using the
‘Choose File’ button then click ‘Upload’.
9. Add Geographic Locations where this
formula is available.
10. Add relevant Market Segments
11. If your solution has been pre-approved
as an Intel® IoT Market Ready Solution,
select the ‘Intel® IoT Market Ready
Solutions’ checkbox.
12. When selecting Market Segments,
include all segments and sub-categories
that apply to your formula.
13. If there are additional documents or
resources for the formula, under
Formula Resources, add a title and a URL
link to the resource online. To add more
than one resource, click ‘Add another
item’.
14. In the “Categories” tab, select one key
category for your formula. If your solution is a Complete IoT Solution, select the ‘Complete IoT
Solutions’ button.
NOTE: For storage and services categories,
select as many subcategories as apply.
12. When your submission is complete, click
‘Save’ to submit your solution for review
and approval. To review a solution listing
prior to submission, click ‘Preview’. This
will allow you to review and edit your
listing if desired before submitting for
inclusion in the Solutions Directory
however your Solution will not be saved in Preview mode.
NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and
could take up to 5 business days.
Solution Approval Process
Submitted solutions, products, and formulas are reviewed by Intel before posting. You may be contacted
during this review period with qualifying questions about your entry.
NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and could
take up to 5 business days.
Editing Current Solutions and Formulas
You and your colleagues who have the assigned
role of Solutions Directory Editor have
permissions to edit or remove current products
listed by your company.
1. In the left hand navigation of the
Members Resource Center, click
“Manage Solutions” or “Manage
Formulas.”
2. Select the Language first and apply it so
you can edit the version with the
preferred language.
3. Find the solution or formula you would
like to edit by scrolling through solutions
or filtering based on the current state of
the product, or searching by keyword.
Then click ‘Edit’ on the listing you would
like to modify.
4. Update solution information as required
and choose ‘Save’ to submit for Intel
review and approval.
Review Queue
You and your colleagues who have the assigned
role of Solutions Directory Editor have
permissions to review the status of solutions or
formulas.
1. In the left hand navigation of the
Members Resource Center, click “Review
Queue.”
2. Six navigation tabs allow you to view the
status of your Solutions and Formulas (please disregard the Pending FSE/FAE Approval and
Approved by FSE/FAE tabs as they are not relevant to your Review Queue):
a. Draft: This tab will show entries that have been Saved.
b. Update Required: This tab will show entries that an Intel Field Sales Engineer or Field
Automations Engineer has determined requires updates before approval.
i. To respond to an update
required requested by an
Intel admin, click the
‘Update Required’ tab
then the ‘Intel Review’ link
in the left hand
navigation.
c. Rejected: This tab will show
entries that an Intel Field Sales
Engineer or Field Automations
Engineer has not approved.
d. Published: This tab will show entries that have been approved.
3. Find the solution or formula you would
like to edit by scrolling through solutions
or filtering based on the current state of
the product, or searching by keyword. To
edit, click the Pencil icon on the listing
you would like to modify.
4. Update solution information as required
and choose ‘Save’ to submit for Intel
review and approval.
Add a News Story Ability to add news stories, case studies, and
white papers to appear alongside your company
and solutions postings on the Solutions
Directory.
1. In the left hand navigation of the
Members Resource Center, click “Add a
News Story.”
2. Select Language of your entry of your
news story.
3. Add Title of your news item.
4. Upload an image with the browse button
if you would like to include.
5. Add a description, abstract, or the
content of your news story into the body
text box.
6. If you would like to include a link to your
news item, use the Call to Action title
and URL area.
7. Choose one of two publishing options described below:
a. Click ‘Save’ to submit your changes for review.
b. Click ‘Preview’ to review and edit your listing if desired before submitting however your
changes will not be saved in Preview mode.
Manage Company News Feed 1. In the left hand navigation of the
Members Resource Center, click
“Manage Company News Feed.”
2. Add title and your company’s news feed
URL.
3. Choose one of two publishing options
described below:
a. Click ‘Save’ to submit your
changes for review.
b. Click ‘Preview’ to review and edit your listing if desired before submitting however your
changes will not be saved in Preview mode.
Web Analytics
Solutions Directory Editors can view web
analytics metrics, such as page and product
views, button, contact, and link clicks.
1. In the left hand navigation of the
Members Resource Center, click “Web
Analytics.”
2. Select Start Date and End Date.
Translations The Solutions Directory is used by embedded engineers, developers, and business/IT professionals all over
the world. To ensure global audience readability, Solutions Directory listings will be translated into English,
Simplified Chinese, and Japanese.
NOTE: You can choose to add additional languages after your solution is approved.
The product and formula information you enter for the Directory follows the translation workflow noted
below. After your product listing is approved, it is submitted for translation. Translation takes about two
weeks after your product listing is approved. Your approved product posting will appear live to all users in
the initial language submitted until the translated versions are posted in the other available languages.
Entering Your Own Translated Data
After you submit your initial product or formula, Solutions Directory Editors can then choose to enter the
data in other languages supported by the tool if you have the translations available.
1. In the left hand navigation of the
Members Resource Center, click
“Manage Solutions” or “Manage
Formulas.”
2. Select the Language first and apply it so
you can edit the version with the
preferred language.
3. Find the solution or formula you would
like to edit by scrolling through solutions
or filtering based on the current state of
the product, or searching by keyword. Then click ‘Edit’ on the listing you would like to modify.
4. Click the “Translate” tab.
5. Click the ‘Add Translation’ link
respective to the language for which you
want to add a translation.
6. Proceed to add all translated content
into the editable fields.
7. Then click the ‘Save’ button.
Editing Your Data That Has Been Translated
After your product or formula information has
been translated following our automated
process, Solutions Directory Editors can edit and modify the translations.
1. In the left hand navigation of the Members Resource Center, click “Manage Solutions” or “Manage
Formulas.”
2. Select the Language first and apply it so you can edit the version with the preferred language.
3. Find the solution or formula you would like to edit by scrolling through solutions or filtering based on
the current state of the product, or searching by keyword. Then click ‘Edit’ on the listing you would
like to modify.
4. Click the “Translate” tab.
5. Click the ‘Edit’ link respective to the language for which you want to edit a translation.
6. Proceed to edit all translated content into the editable fields then click the ‘Save’ button.
