User Guide. MyStandards

Transcription

1 This user guide explains how to access and use the MyStandards web platform. This document is for users of the MyStandards web platform. 02 February 2018

2 Table of Contents Table of Contents Preface Introduction Overview of MyStandards Main Features Definitions Base Standards Usage Guideline Group Licensing Organisations Community Content Sharing Portal Technical Version Access to MyStandards Register to MyStandards Login to MyStandards Get Started The MyStandards Workspace How the Interface Works Profile The Menu Description of the Icons How to Manage Base Standards The MT Standards Release ISO MyStandards Base Libraries How to Find Content on MyStandards Search for Content Access your Group Content See Other Group s Content and News Request Access to Content View Your Group Membership View Your Communities Membership How to Manage Documentation Formats Web View Export a Usage Guideline How to Analyse Your Content with MyStandards Compare Usage Guidelines Analyse the Impact of a New Standards Release [Premium only] How to Provide Feedback on MyStandards Content Comment on Usage Guidelines View Comments on Usage Guidelines Contact Another Group How to Use the Readiness Portal Access the Portals Portal Homepage Browse the Documentation February

3 Table of Contents 10.4 Browse Sample Messages Test Message Instances Gather Evidence How to View Your Personal Profile Manage Community Membership Manage Group Membership View My Downloads View My Notifications View My Portals How to Publish Content on MyStandards [Group Publisher] Access the Publication Functions Create Usage Guideline with the Usage Guideline Editor Upload Your Usage Guidelines on MyStandards How to Edit Usage Guidelines Online Versioning Batch Operations Share Usage Guidelines with your Communities Manage your Communities Manage Comments on your Usage Guidelines Change the Owner of a Collection Manage your Group s News How to Manage a Group [Owner] Manage Group Membership Manage Users Permissions [Premium only] Configure Your Group Create and Manage Sub-Groups Manage the Group Home Page Report on Your Group Activity How to Manage Portals [Portal Publisher] Create a Portal Add Usage Guidelines to a Portal Remove Usage Guidelines from a Portal Advanced Options Edit a Portal Copy a Portal Provision Sample Messages in Your Portal Publish a Portal Close a Portal Delete a Portal Legal Notices February

4 Preface Preface About this document This user guide explains how to access and use the MyStandards web platform. Intended audience This document is for the following audience: Users of the MyStandards web platform. Related documentation MyStandards Service Description Usage Guideline Editor for MyStandards Best Practices Usage Guidelines Editor for MyStandards MyStandards Readiness Portal Getting Started MyStandards Readiness Portal Significant changes The following table lists all significant changes to the content of the MyStandards User Guide since the 04 August 2017 edition. This table does not include editorial changes that SWIFT makes to improve the usability and comprehension of the document. New information Edition of guidelines online to edit usage guidelines online Usage Guideline Editor Location How to Edit Usage Guidelines Online 02 February

5 Introduction 1 Introduction MyStandards is a collaborative web platform aiming at addressing standards management as an industry issue. You can see it as an industry repository of formal specifications, all defined consistently together with a set of features to make the best collective use of this structured information. MyStandards is composed of 3 elements: The platform itself which is used to work with base standards, specifications, and generate the documentation The Usage Guideline Editor which is used to create guidelines The Readiness Portal which is used as a testing and validation service MyStandards can be used to deal with: Standards MT (message types) including proprietary FIN and ISO messages Standards MX (XML messages) based on ISO methodology 1.1 Overview of MyStandards Main Features The goal of this section is to provide you with a clear understanding of what you can do with MyStandards. The features are summarised in the figure below An Industry-Wide Repository of Specifications MyStandards aims at deeply simplifying standards management across the industry. The simplest way to look at it is as an industry resource where you can find all the industry messaging specifications in a consistent format. The content is maintained by its publishers which means you are getting it straight from the source and do not have to maintain it on your side. As a publisher, you can start from any specification and customize it for your specific usage then republish it to your counterparties Multi-Format Documentation All the specifications in MyStandards are represented as a formal model (following the principles of model-based architectures). Practically, this means that every specification in MyStandards is available in a series of different formats all generated from this common model. The available formats are: On-line: useful as a quick reference PDF: mostly used for printing the specifications MS Excel: supports the advanced needs of business analysts XML Schema: machine-readable format for integrators, testers, and implementers. 02 February

6 Introduction An important benefit of the model-based representation is that all of these documentation formats are fully consistent. This significantly decreases the risk of errors between the business and IT usages. Related information See How to Manage Documentation Formats Powerful Comparisons Since all the usage guidelines in MyStandards are defined consistently across the industry, it is possible to compare them with each other. You can always start from something you know, such as the base standard definition, the industry accepted market practice or what you have implemented the last time, and visualize immediately the differences of guidelines you want to discover. You can do that on-line for discovering a limited number of guidelines at a time (maximum 4) or use a MS Excel representation if you need to manipulate the data or want to compare more guidelines at the same time. Using these features, you can get straight to the information that matters to you: how is the specification I want to discover different from something that I already know well. Related information See How to Analyse Your Content with MyStandards Self-Service Internet Testing Any specification defined in MyStandards is testable in the Readiness Portal, that is, it is possible to test the validity of message instances (test messages) against any number of guidelines. This allows you to discover very rapidly what you have to do to comply with any given specification. This is not meant to replace a full end-to-end testing cycle but is used to identify and fix any formats-related question early in the process. As a cloud service, it is very easy to provision and does not require any foot-print on the consumption side. It is also very easy to integrate in existing support processes for example in onboarding situations, meaning that if the full self-service approach is proving insufficient to answer all customer queries, it can be easily supplemented with contextualized support. Related information See How to Use the Readiness Portal Shared View of Readiness A very common issue in onboarding scenarios is that it is very hard to get objective information early in the process about customer readiness. It is typically only when you are embarking on expensive end-to-end testing cycles that you realize that not everything has been tested properly. This issue is exactly what the readiness assessment features of MyStandards address. They provide an objective and shared view not only of the amount of testing which has been performed but also of the completeness of these tests. You can very easily establish for example if a particular format option has been tested already or not. This makes it possible to agree on a certain level of desired testing at certain stages of the project and provides visibility throughout. Related information See How to Manage Portals [Portal Publisher]. 02 February

7 Definitions 2 Definitions 2.1 Base Standards The concept of base standards in MyStandards refers to the global messaging standards prescribed in the financial services industry. They are governed by complex collaborative processes and describe the general consensus on messaging formats in support of the main business-to-business industry business processes. MyStandards provides support for two of these industry standards: The MT Standards (including the ISO messages) The ISO Standards Hundreds of message definitions have been created based on these two standards, ranging from payment initiation to securities settlement. Each of them comes with a business name, a technical identifier, a version number, and sometimes a variant number MT Standards The MT Standards are the proprietary standards of the SWIFT network. Initially focusing on payments, they have been extended to cover other business areas over time. They are still the most widely used messaging standards across the industry today. Example of a message type (MT) definition: MT 515 Client Confirmation of Purchase or Sale (November 2015) MT 515: the identifier of the message. This is always prefixed by the letters MT and consists of 3 figures. The first figure (5 in this case) corresponds to the message category (that is, a grouping based on the business usage of the message). For reference, here is the list of the MT Categories: MT 0xx System Messages MT 1xx Customer Payments and Cheques MT 2xx Financial Institution Transfers MT 3xx Treasury Markets Foreign Exchange, Money Markets, and Derivatives MT 4xx Collection and Cash Letters MT 5xx Securities Markets MT 6xx Commodities and Reference Data MT 7xx Documentary Credits and Guarantees MT 8xx Travellers Cheques MT 9xx Cash Management and Customer Status 02 February

8 Definitions Client Confirmation of Purchase or Sale: the business name of the message, a selfexplanatory definition of the usage of the message definition. (November 2015): the release name. The MT Standards are released once a year in November in the SWIFT Standards Release. All the users of the SWIFT network need to migrate to the new version of the standards on a given cut-off date ISO Standards The ISO standard was introduced in 2004 to provide a unified method for defining messaging formats across the industry. It is meant to be network-agnostic as well as syntaxagnostic although in practice, adoption has aligned behind its XML syntax. Example of an ISO message definition: setr Subscription order Setr : the identifier of the message. All identifiers of ISO messages follow the same structure: Subscription order: the message name, a self-explanatory definition of the usage of the message definition. Setr: the business area, a four-letter abbreviation ("setr" stands for securities trade) which is similar to the categories in the MT Standards. The business areas are grouping message definitions depending on their business usage. Here are some examples of business areas among the most commonly used. 010: the message identifier. Uniquely identifies the message definition. The combination of the business area and the message identifier (setr.010) is fully equivalent to the message name (subscription order). 001: the message variant. A message variant defines a specific way of using a message. Message variants cater for specific requirements in local market practices and/or restrictions required by the level of automation. Message variants must never be in conflict with the global message. All the mandatory fields in the global message must always be present in the message variants, and no new fields must be added. This ensures that standards can be implemented based on the structure and contents of the global message rather than the variants. 02 February

9 Definitions Usage guidelines also represent a certain way of using a message. They are typically not registered with ISO so do not come with their own variant number. From an ISO point of view, all the usage guidelines published on MyStandards are considered as implicit variants (by opposition to the explicit variants that have a variant number allocated). 01: the version number. Message definitions get versioned when there are new business requirements that cannot be accommodated in the current version. Message versions are not compatible with each other so an organisation that wants or needs to use a new message version has to plan for a migration project. MyStandards simplifies that process by providing a clear view of the changes and their impact on specific organisations Characteristics of Good Standards: FACT Good standards have common characteristics. We have singled out four fundamental qualities easily remembered through the FACT acronym: Formal: this means no ambiguity and no risk on misinterpretation. This also means the specifications can be executed by machines (and tested against such in the MyStandards Readiness Portal). Accessible: always get the right specification at your fingertips without the risk of using the wrong version or having to spend valuable time finding the information. Consistent: have the whole industry define specifications in common ways. This is not about having the same rules everywhere; it is about defining these rules in the same way. Targeted: provide business information to business people and technical information for technical people. 2.2 Usage Guideline Usage Guideline Usage guidelines describe how to use message definitions in specific business contexts. The usage guidelines further define the usage of a standard within a particular scenario or context, without changing the functionality and the ability to process the base standard without errors. For instance, a usage guideline might introduce the following restrictions to a base standard: Disallow some code values in a code list. Make an optional field mandatory. Restrict the length of a textual field to 15 characters. On the other hand, the following changes would not be acceptable as they would "break the standard", that is, specify messages that would be invalid against the base standard definition: Introduce a new code word in an existing (validated) code list. Make a mandatory field optional. (You can specify that you will not process the information contained in the field by flagging the field as ignored). The usage guidelines are also used to document ISO extensions. (For full details, see the iso20022.org Supplementary Data FAQ.) Usage guidelines are typically defined by organisations for using the standards to fit local market practices, market infrastructures, bilateral, and even internal requirements. Usage guidelines can be published by any authorised publishers on behalf of their group. The quality of that content is under the responsibility of these groups and their authorised publishers. Usage guidelines can be used in various contexts such as: as part of a market practice community 02 February

10 Definitions as part of a group of users as part of a bilateral relationship as part of guidelines that the user creates for its internal systems Usage Guideline Editor Collection The Usage Guideline Editor (UGE) is an off-line application built on the Eclipse Rich Client Platform. The Editor must be installed on the customer s local system and is made available for download through the MyStandards web site. The Editor allows the creation and maintenance of usage guidelines in a structured, formal, and consistent way starting from the base message definitions. The information which is captured in the Editor is then uploaded to the MyStandards web application for publication and sharing. The publisher controls the usage guideline privacy settings to define who they want to share information with. There are three privacy settings to choose from: public; private; restricted. The edition of a guideline is also possible directly on the online platform. Currently, the online edition is limited. To know which features are available online, see MyStandards. Usage guidelines are organised in collections. Collections can be used to group these usage guidelines by geography, business processes, or even both. The usage guidelines in that collection will therefore represent the set of restrictions to the message definition specific to this business process or geography. A collection could be for example the funds account management global market practice. For example, within the funds account management global market practice, there are four usage guidelines which represent customizations of the following message definitions: account opening instruction account modification instruction account details confirmation account management status report Collections are the smallest content unit that you can share in MyStandards. They are by default private and can be shared either with a restricted list of individuals and groups by using a community or even made public for all MyStandards users. 2.3 Group Licensing Organisations In your personal profile, you can manage your affiliations, that is, your inclusion in one or several groups. When you request access to a group, an administrator within the group needs to accept your request (which might take some time). Many groups immediately accept their employees if they have the right domain name so make sure you use your professional address for better service. Important Do not request access to a group if you are not an employee of that organisation or an active member of a market practice group. If you need to access specifications of thirdparty organisations, you should do so through communities Group While all the users on MyStandards are individuals with their own account, the platform is licensed to organisations. Every time an organisation licenses MyStandards, it gets created in the platform as a group. The employees of that organisation can then join that group to benefit from their organisation s licence (including access to all the advanced features not available to individuals). 02 February

11 Definitions Why Join a Group By joining a Premium group, you will be provided access to: Inclusion in the circle of trust of the organisation (access to all the private content published by the group across all group members through the group page). Premium features on MyStandards such as the comparison between usage guidelines published by different organisations or the impact analysis on usage guidelines. Joining a group is restricted to employees of the institution represented by this group. For example, do not join the group of another bank to get access to their content but request access to a community that they published. Roles within a Group Different levels of privileges exist within a group. By default, everyone is a regular member. The other roles are: Publisher: can also create and publish usage guidelines on the platform Owner: can grant other members extra roles (this is an administration role) Portal publisher: can create portals Note: The same member can cumulate all three roles. Custom role: customer created role, allowing customer to choose different features already existing within the currently available application default roles For more information, see Manage Users Permissions [Premium only] Unaffiliated Users An unaffiliated user is a user that has not yet joined any group. A lot of users that are mainly consumers of content on the platform will not necessarily ever join a group Subgroups Complex organisations have a lot of standard touch-points and might want to be organised in a way that separates concerns better. For example, only very few people in the organisation might care about both securities and payments standards. As a result, the organisation could create two sub-groups, one for payments, one for securities. Depending on your interest, you might join one or both of these sub-groups. For all practical purposes, sub-groups work exactly like groups. 2.4 Community Content Sharing All guidelines in MyStandards have privacy settings. These privacy settings define who can get access to them outside of the publishing organisation (all members of the group that publishes the content will always have access to that content). Here are the different privacy levels: Public: the content is available to all MyStandards users. Private: the content is not available outside of the publishing organisation. Restricted: a limited number of users can access the content. The privacy settings are allocated by the publisher at collection level and apply to all the guidelines that are part of the collection Community A community is the way to specify who gets access to restricted content. It is effectively a list of users or groups. They are used to share access to usage guidelines or portals. 02 February

12 Definitions There are two types of communities: Closed communities are only visible by their members. They are used for all bilateral sharing on the platform. The only way to join a closed community is to be added by a publisher directly in that community. Open communities are visible by everyone. This means that everyone can see that the community exists but would have to request membership to access the usage guidelines or the portals (the authorisation is granted by the publisher). Why Join Communities Communities are the mechanism used by MyStandards publishers to share their content (usage guidelines, portals, etc.). You can find a lot of useful public content on MyStandards but most of the content is published by groups on the platform in a restricted mode. In order to restrict access to the content on the platform, groups share that content with a community. By joining a community, you gain access to the content shared by the group with that community Community Member A community member is a user who has been accepted into a community. A user can be a member of many communities. 2.5 Portal Since all the message specifications on MyStandards are defined consistently and formally, it is possible to validate test messages against any of these message specifications. This is done in portals. A portal is an internet resource where authorised users (members of the portal community) can access a set of usage guidelines (the scope of the portal) and perform a series of actions on these guidelines such as testing messages against them. Portals are created by portal publishers and can be configured to provide different user experiences. In particular, you can distinguish between: Specific portals: access is granted to a series of people from the same organisation for collaborative work. These are used for individual onboarding situations and readiness assessments. Generic portals: meant for a community-wide usage. They allow a testing service on your guidelines on a very large scale with minimum administration. 2.6 Technical Version This feature allows all uploaded versions of collections and usage guidelines to be accessible on the platform. Publishers have all the analytic features of MyStandards available to be able to compare current and historical versions. Moreover, they can select which versions are visible by their communities and maintain those easily. 02 February

13 Access to MyStandards 3 Access to MyStandards 3.1 Register to MyStandards If you do not already have a swift.com login, you have to register to MyStandards. 3.2 Login to MyStandards Connect to MyStandards by entering your swift.com login and account. Important MyStandards is available in the swift.com infrastructure. Customers who subscribed to MyStandards and the MyStandards Readiness Portal will not have access to other restricted areas on swift.com. A timeout occurs after a specific period of time. You might be requested to re-enter your login and password. 3.3 Get Started Introductory Video You can spend a couple of minutes watching the introductory video. This provides a good description of what MyStandards aims to achieve and is usually a good place to start Take a Tour You can take a tour of the main menu. This is the best way to get acquainted with the menu system Join your Group If your organisation has already licensed MyStandards (see the list here), you should join it on the platform to benefit from this license. Every organisational license is represented by a group in MyStandards. What you should do is request an affiliation to this group on the platform. This is done in your profile management. Once this request has been accepted by the group administrator, it will appear in your affiliations 02 February

14 Access to MyStandards Access Restricted Content Do not ask for joining a group if you are not an employee or active member of that group. If you want to access restricted content, you should request access to communities. 02 February

15 The MyStandards Workspace 4 The MyStandards Workspace 4.1 How the Interface Works 4.2 Profile The MyStandards workspace contains the following main areas: 1 Search bar Area where to type your search. See Search for Content. 2 Menu bar Area where to browse for information. 3 Results pane Area where the results are displayed. Results can be further filtered if needed. Note: There are several ways to access the same information: either by browsing through the menu bar or by searching for information in the search bar. The procedures in this document describe how to browse for information. Login information is available under the Profile Management icon in the MyStandards menu bar. 4.3 The Menu Depending on your role profile and licence, the display might change and some menus might not be available Search The search bar of MyStandards allows you to search through the whole content of MyStandards: standards releases, usage guidelines, portals, publishing organisations, and communities. 02 February

16 The MyStandards Workspace Related information See How to Find Content on MyStandards Standards Releases In this section, you find all the information related to the base standards (MT and ISO standards). Related information See How to Manage Base Standards Business Domains In this section, you find entry points to discover the platform from the angle of a specific business domain. For each business domain, such as corporate actions for example, you find: the main business flows which are supported by industry standards the list of relevant messages defined in both the MT and ISO standards Groups This section provides you with direct access to all the publishing organisations in MyStandards. Note: This group list is for the Premium Groups only. Market Practice groups can be found through the search and not on this page. 02 February

17 The MyStandards Workspace Your group At the top of the page, you see your own active group (if you are affiliated to a group). If you are not affiliated with any group, this section will not appear. If you are affiliated to multiple groups, you can switch between the groups. You are always active in the context of one single group. All the content that has been shared with you specifically will be visible at all times but the private content of groups is only visible when you are active in its context. Also, all the role-specific privileges (such as publisher or owner) are enabled only in the context of one given group. From your group, you have direct access to a series of actions depending on your profile: See group description and news: the public-facing description of the group as well as the news published by the group to the whole community. See group guidelines: in this section, you can see all the guidelines published within your group, even the private guidelines (the group is a closed environment). Go to publishing menu: this is where publishers can upload new guidelines on the platform as well as change their privacy settings (including managing communities). Go to administration menu: this is where group owners can grant access to the group and allocate roles (publisher, owner, portal publisher) to members of the group. Go to portal management menu: this is where portal publishers can manage portals and their life-cycle. 02 February

18 The MyStandards Workspace Other groups In this section, you find all the other publishers on the platform. You can search through the list of groups to discover the ones you are interested in. For each group, you will find: A description of the group News for the group The guidelines available from this group The communities available for this group For more information, see Access Restricted Content and Request Access to Content. The portals published by this group to which you have access Profile Management In this section, you can manage your entire personal configuration but also directly access resources that have been shared with you explicitly. This includes: Group membership Community membership Notifications Recent downloads Portals to which you have access Downloads In this section, you can find all your latest documentation downloads. 02 February

19 The MyStandards Workspace Related information See My Downloads My Selection The My selection works very much like a shopping basket does in e-commerce applications. Every time you are looking at a usage guideline (for example from the search results), you can add it to the selection. From the selection, you can perform common actions, the main one being the comparison between guidelines. Related information Help See Compare Usage Guidelines. See Batch Operations. In this section, you can browse through all the help topics in the on-line user guide, watch the MyStandards presentation video, and start a tour of MyStandards. 4.4 Description of the Icons Restrictions The restrictions are identified through a standard series of symbols: 02 February

20 The MyStandards Workspace - Element changed below: the grey triangle identifies that there is a restriction defined further down in the component. Clicking the icon and the structure will expand down to the level of all restricted elements under this component. - Element removed: this red sign identifies an element from the base standard that is removed and not used in the guideline. - Element changed: this orange sign identifies that a change has been applied to an element. For example, an annotation has been added to the definition, or a rule or comment has been added for the element. It shows changes which cannot be visualised in the tree structure of the message itself. - Element ignored: this yellow sign identifies that an element will not be processed and will be ignored by the receiver of the message. This means that a particular optional element may or may not be populated and a mandatory element must be populated. However, in order to be compliant with the user-defined guideline, if the sender of a message does populate the ignored element, then the receiver of the message will not use the data in any way. - Multiplicity changed: this symbol indicates that the multiplicity of an element has changed. For example, if an element is repeatable in the base standard, it can be restricted to be non-repeatable or to be repeatable for up to a certain number of times only in your guideline. : this identifies that an optional element in the base standard has become mandatory in the guideline. : this identifies that a repetitive element can be present at most once. : this symbol indicates that the data type of an element has changed. : this green sign identifies that an element that is not in the base standard has been added in the guideline. This happens when an extension has been created in an ISO message.,, - Element itself and parent(s) of this element have been ignored, removed, or added: These grey icons identify that a restriction has been added further up in the tree, but which have an indirect impact on the element itself. Every time you select an element, in depth details of the changes is displayed on the screen. 02 February

21 How to Manage Base Standards 5 How to Manage Base Standards The base standards represent the full catalogue of officially published messages, both MT and MX/ISO 20022, available on MyStandards. Every year new messages may be added and existing messages may evolve. Any updates to the catalogue of messages resulting from this yearly cycle are reflected in the platform. 5.1 The MT Standards Release MT base standards (see MT Standards) follow a set release cycle, with a mandatory cutover every year in November. This is reflected in MyStandards as all message types (MTs) are always grouped per Standards Release (SR) year Browse Release Information 2 possibilities: From the MyStandards menu bar, select Standards Releases and click MT Standards. Direct access is granted to the message definitions, ordered by year. In the Search bar, type the name of the MT you want to search for. The results are available under the Standards Messages tab. Click the message to have direct access to its definition Access Change Requests Changes requests (CRs) are requests for changes to messages in order to meet changing business needs. Organisations submit change requests and these are then evaluated by a maintenance working group (SWIFT messages) or a standards evaluation group (ISO messages) and either accepted or rejected for implementation. Definitions button: explanation of the content of MT per category. 02 February

22 How to Manage Base Standards Change Requests button: all CRs for a specific Standards Release. View Changes button: CRs to be searched for by category. Sear All CRs button: all CRS for all Standards Releases Access Change Requests for a Complete Business Domain 1. From the MyStandards menu bar, select Standards Release then click MT Standards, and select one Business Domain. 2. In the result pane, select the Changes tab to display all the change requests impacting this category. 02 February

23 How to Manage Base Standards Access Change Requests for a Specific MT At the level of an individual MT, select the Change requests tab to display all change requests related to that message Compare Base Message Version At the level of an individual MT message definition, the Versions tab shows all comparable versions of that message. It is possible to compare one version of a message with the previous one, and if applicable, the next one. By default, the resulting comparison is represented in a message tree that focusses on the differences between the selected versions of the message (Show only changes box). This reduces the size of the tree by only showing those fields which have been impacted by a change, notably the field itself or an ancestor field. It is also possible to display the full message tree. The multiplicity column (Mult.) indicates whether a field is optional or mandatory and if it is repeatable. The CR column provides information about the change. The colour indicates if the field has been added (green), removed (red), or updated in some way (orange). It also includes the CR number. The details and impact of every change are displayed in the right hand pane by selecting any field with a CR assigned. The CR summary includes a link to go to the full CR description which provides more details, but also lists the other messages impacted by the CR. Clear highlights in red and green indicate exactly how the field has been impacted by the CR. 02 February

24 How to Manage Base Standards 1. From the MyStandards menu bar, select Standards Release then click MT Standards. 2. Click the Definitions button under the appropriate Standards Release. 3. Select a category and the MT for which you want to do the comparison. 4. Under the Content tab, select the Previous version button or the Next version button to select the version with which you want to do the comparison. 5. By default, the results are filtered as the checkbox Show only changes is checked. Uncheck this box to display the full message tree. 6. Click the field to which a CR is assigned to display more information on the CR. 02 February

25 How to Manage Base Standards Analyse Impact of Usage Guideline Running the impact analysis feature automatically and effectively analyses how a usage guideline may be impacted by a Standards Release. This supports a publisher s decision process when maintaining a specification from one base message version to another. The result shows the same tree as described in Compare Base Message Version and in addition it includes the restrictions column (Restr.). This makes it very clear where any changes in the underlying base message could affect a migration of the usage guideline to this new version. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to do the impact analysis. 5. Click the Impact Analysis tab. 6. By default, the results are filtered as the checkbox Show only changes is checked. Uncheck this box to display the full message tree. 7. Click the field to which a CR is assigned to display more information on the CR. 02 February

26 How to Manage Base Standards 5.2 ISO ISO (or MX) base standards follow a set release cycle, but contrary to MT, without a mandatory cut-over date every year. In MyStandards, all MX messages are always grouped per business area, with a clear indication of the latest versions. The ISO catalogue of messages is organised per business area: each message must be associated with a business area which represents a set of strongly related activities Browse the Message Definitions 2 possibilities: From the MyStandards menu bar, select Standards Releases and click ISO Direct access is granted to the message definitions, ordered by default per business area. In the Search bar, type the name of the MX you want to search for. The results are available under the Standards Messages tab. Click the message to have direct access to its definition. 02 February

27 How to Manage Base Standards 5.3 MyStandards Base Libraries Components of the Base Libraries MX Enriched Spreadsheet Library The MX Enriched Spreadsheet Library contains spreadsheets that are compatible with Microsoft Excel and other Office Automation applications. Each spreadsheet, xlsx, file contains an expanded representation of an MX message. The hierarchy of the message is indicated by indented element names in the left-most columns of the spreadsheet. For each element, additional columns list: the XML tag name for easy cross-referencing with the XML schema the multiplicity the type any rules that apply to the use of the element its full definition an XML path reference which can be used to extract data from a message instance 1. From the MyStandards menu bar, select Standards Releases and click Base Libraries. 2. In the page that appears, select the appropriate release and click the MX Enriched Spreadsheet Library button MX Enriched XML Schema Library The MX Enriched Schema Library extends the standard validation schemas available for ISO 20022/MX messages to add definitions in schema annotations. The additional, enriched information includes the full ISO name for each element for easy cross-referencing with ISO and SWIFT solution documentation, and the full text of the definition. For data types that define code values, each code is annotated with its full name and definition. Users of xml tools can view this additional information in context. Other standard and custom tools can be used to generate useful outputs from enriched schemas, such as custom documentation. 1. From the MyStandards menu bar, select Standards Releases and click Base Libraries. 2. In the page that appears, select the appropriate release and click the MX Enriched XML Schema Library button MT/XML Schema Library The MT/XML Schema Library consists of the following components: XML schemas for categories 1 through 9 that define the business content (block 4) of each message type, one for each MT XML schemas for category 0, system messages an XML schema that defines the header and trailer elements common to all message types (blocks 1, 2, 3, and 5) Schemas define message elements to the level of MT subfields. Field and subfield definitions are designed to ensure that field data conforms to the syntax definitions given in the Standards MT User Handbook, to minimize the possibility of field syntax errors. 02 February

28 How to Manage Base Standards The MT/XML Schema Library is delivered as both non-enriched and enriched versions. Both versions are technically equivalent. The enriched schemas contain information including the full name and full text definition for each field and subfield for easy cross-referencing with the Standards MT User Handbook and SWIFT Solution documentation. Users of XML tools can view this additional information in context. Other standard and custom tools can be used to generate useful outputs from enriched schemas, such as custom documentation. 1. From the MyStandards menu bar, select Standards Releases and click Base Libraries Release Cycle 2. In the page that appears, select the appropriate release and click the MT/XML Schema Library button. The release cycle of the MyStandards Base Libraries is in lockstep with the Standards message maintenance and development processes, as defined here. A time lag of two weeks should be expected. 02 February

29 How to Find Content on MyStandards 6 How to Find Content on MyStandards 6.1 Search for Content The search bar of MyStandards allows you to search through the whole content of MyStandards. The search results are categorized according to 5 content types: Usage guidelines Portals Groups Communities Standards Messages Search results can be filtered and sorted to find exactly what you are looking for. 1. Type your search in the search bar that is available from the MyStandards menu bar, on every screen. 2. Click Enter. The results are displayed per content types Switch Between Content Types 1. Type your search in the search bar that is available from the MyStandards menu bar. 2. Click Enter. The results are displayed per content types. 3. Click the tab for each content type to switch between content types Refine your Search Sometimes the first result might not be exactly the one you are looking for. Some search queries will be returning many relevant results. In that case, MyStandards allows you to filter and sort your search results in order to quickly find what you are looking for Filter Content Depending on the content types, MyStandards will allow you to filter your search results according to different criteria. For example, for usage guidelines, you will be able to filter the search results based on: their last update date their publishing organisation the base messages they are based on 02 February

30 How to Find Content on MyStandards additional tags added by the publisher of these guidelines Note: By default, all filters are off. 1. Type your search in the search bar that is available from the MyStandards menu bar. 2. Click Enter. The results are displayed per content types. 3. Select the relevant content type by clicking the tab. 4. Select the appropriate filters on the right-hand side of the results page Sort Content The results are automatically refreshed. Depending on the content types, MyStandards allows you to sort the search results by: Relevance (default sorting) The sorting is based on how well the results match the search query. For example, if you search on two words, usage guidelines containing both words in their name will be appearing higher in the list than the ones containing a single word. Alphabetical order Publisher name Last updated 1. Type your search in the search bar that is available from the MyStandards menu bar. 2. Click Enter. The results are displayed per content types. 3. Select the relevant content type by clicking the tab. 4. Select the appropriate criteria in the drop-down menu on the top right corner of the screen. 6.2 Access your Group Content If you are affiliated to a group, you can access your group s content via the group home page. This menu item only appears for users affiliated with a group in MyStandards. Others will not see it. 02 February

31 How to Find Content on MyStandards 2. In the My Group page that appears, select Home or click the group s logo. 6.3 See Other Group s Content and News The group home page shows you everything published by this group: A brief description of their activities (click Show detail) The usage guidelines you have access to The open communities you can request access to The portals published by this group to you The releases documented by this group The sub-groups created by this group The news published by this group 2. In the Groups page that appears, click the group s logo for which you want to see the content. You are redirected to this group home page. Note: You can also search for the group in the search bar that is available from the MyStandards menu bar. 6.4 Request Access to Content Organisations publishing content on MyStandards have control over who can access their content at all times. If you do not find a guideline you are looking for in MyStandards, it may simply be that the group publishing this guideline has not shared it with you. You will therefore have to ask them to publish this content to you. You have two different possibilities to request access to content on MyStandards: If this content is already shared with an open community it will be advertised on the group home page. In this case, you need to request access to this community. As soon as the group publisher has accepted your request, you will be able to see this community s content on MyStandards. See Content already Shared with an Open Community. 02 February

32 How to Find Content on MyStandards If you are unsure of which open community to apply for or if no open community is available on the group home page, simply contact the group by clicking the dedicated button. See Which Open Community to Apply or No Open Community Available Content Already Shared with an Open Community 2. In the Groups page that appears, click the group s logo for which you want to see the content. 3. In the group home page that appears, click the Communities tab. 4. Click the Request access button next to the community for which you want to request access Which Open Community to Apply or No Open Community Available 2. In the Groups page that appears, click the group s logo for which you want to see the content. 3. In the group home page that appears, click the Communities tab. 4. Click the Contact button. 6.5 View Your Group Membership You can get an overview of all the groups you are a member of in your personal profile. On this page, both the groups and the market practice groups you belong to are listed. You also see, on the right-hand side, the list of pending and unsuccessful membership requests. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Group Membership tab. 02 February

33 How to Find Content on MyStandards Related information See Manage Group Membership. 6.6 View Your Communities Membership You can get an overview of all the communities you are a member of in your personal profile. The communities you belong to are listed in the Community membership tab. You also see, on the right-hand side, the list of pending and declined community membership request. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Community Membership tab. Related information See Manage Community Membership. 02 February

34 How to Manage Documentation Formats 7 How to Manage Documentation Formats 7.1 Web View Display Details of a Usage Guideline For each usage guideline, in the header, you can see details of the guideline such as: The name of the collection The name of the guideline The description of the guideline The name of the organisation that published it The attached document(s) to be found if any 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to display the details. 5. Click Show detail Do a Local Search within a Usage Guideline A usage guideline is really where the content is defined. This is where all of the specific restrictions are done on top of any message definition. A local search can be done on your usage guideline to search for a particular element in your message. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. Under the Content tab, type your search in the search bar. The results are highlighted. 02 February

35 How to Manage Documentation Formats Content and Result View The usage guidelines have a description and their content can be displayed in two modes: The content mode The result mode Content Mode The content mode provides you with a full description of the base standards definition tree annotated with all the restrictions coming from the usage guideline. You will find the format specifications and structure of the base standard with its restrictions in separate columns. The most common types of restrictions are: Removal of an optional element Making an optional element mandatory Restriction of the multiplicity (for example a repeatable element becomes nonrepeatable) Declaring that an element will not be processed (ignored) Adding different types of rules and guidelines There are also a few more advanced possibilities and they are described in detail in the Usage Guideline Editor for MyStandards Best Practices. There are also two additional filters in the content view to display only the restricted elements and/or to hide the removed elements. If you want to know which elements have been restricted, select View only restricted elements. If you want to view the message without the removed elements, select Hide removed elements. The restriction column is still visible, but the removed elements are no longer part of the message structure. All other restrictions will still be visible. 2. In the My Group page that appears, select Publishing. 02 February

36 How to Manage Documentation Formats 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. Click the Content tab. 6. Check View only restricted elements or Hide removed elements Result Mode The result mode shows the message definition after application of all the restrictions and annotations. In this mode, all elements which are not used in the guideline have been removed, optional elements made mandatory as part of the guideline are shown as mandatory, a repeatable element is shown as non-repeatable, etc. This mode is particularly suited for organisations that just need to implement a specific usage guideline and do not really care about what is coming from the base message definition or what is specified further in the guideline. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. Click the Result view tab Display Additional Information for Each Element In your usage guideline, you can click each of the individual element or field. For each element that you select, additional details are displayed on the right hand side. This includes information on the multiplicity (mandatory, optional, repetitive, non-repetitive), data type, definition of the element, XML tag. It also contains additional information on the restrictions made on the element. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 02 February

37 How to Manage Documentation Formats 5. Click the Content tab. 6. Click the element or field for which you want to have more information Display XML Tags In your usage guidelines, the default representation of the structure of the message is in a readable word format. You can check the Show xml tags option to switch to the XML tag representation. This will enable you to find and identify the elements that you need in XML format. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. Click the Content tab. 6. Check Show xml tags. 02 February

38 How to Manage Documentation Formats Add Comments on Usage Guidelines See Comment on Usage Guidelines. 7.2 Export a Usage Guideline The export function allows you to generate a PDF document, an Excel spreadsheet, and an XML schema. The PDF generation is part of the free Basic service of MyStandards. Excel and schema generation are part of the Premium service PDF Documentation Three options are provided when generating a PDF document: Plain PDF: this feature generates a document, with extension.pdf that contains the full message definition and, where applicable, additional usage details. This format is compatible with any PDF viewer. Compact PDF: this feature generates a document, with extension.pdf, which contains the message definition and, where applicable, additional usage details. However, any indirectly removed or indirectly ignored elements are not generated as part of this document, nor are extensive element details. This format is compatible with any PDF viewer. Note: The PDF document from MyStandards is generally used by business analysts, it has a clean layout that is human readable and the document cannot be modified. Compact PDF (Internal Documentation): this feature generates a document, with extension.pdf containing, in addition to the regular Compact PDF, internal comments, and annotations. Access is restricted to your group members only and is intended for internal purposes. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to generate a PDF. 5. Click the Export button and select PDF. 02 February

39 How to Manage Documentation Formats 6. In the Export options page that appears, select the appropriate PDF type Excel Documentation Two options are provided when generating an Excel document: Compact Excel: this feature generates a spreadsheet, with extension.xlsx, which contains the full message in both a light and full view. Where applicable, additional usage details are added. This format is compatible with Microsoft Excel and other office automation applications. Compact Excel (Internal Documentation): this feature generates a spreadsheet containing, in addition to the regular Compact Excel, internal comments and annotations. Access is restricted to your group members only and is intended for internal purposes. Note: The Excel document from MyStandards is generally used from the business and technical perspective. It is human and machine readable, versatile and content can be manipulated via the application of filters and using features already inbuilt in Excel. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to generate an Excel spreadsheet. 5. Click the Export button and select Excel. 6. In the Export options page that appears, select the appropriate Excel type. 02 February

40 How to Manage Documentation Formats XML Schemas Three options are provided when generating XML schemas: plain XML schemas, enriched XML schemas, and XML schema packages Plain XML Schemas Note: The XML schemas generated from MyStandards are machine readable and processable. These schemas can be downloaded and then injected directly into your IT infrastructure. This feature generates an XML schema document, with extension.xsd, that contains the set of rules to which a valid XML document must conform. This format is compatible with any W3C XML tooling. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to generate a plain XML schema. 5. In the Export options page that appears, select Plain XML Schema. 02 February

41 How to Manage Documentation Formats Enriched XML Schemas This feature generates an XML schema document, with extension.xsd, that contains the set of rules to which a valid XML document must conform. In addition, it also contains the expanded names and definitions of each element described. It also takes into consideration the restrictions that have been applied in the guidelines. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to generate an enriched XML schema. 5. In the Export options page that appears, select Enriched XML Schema. 02 February

42 How to Manage Documentation Formats XML Schema Package This feature generates a zip file containing an enriched XML schema, with extension.xsd, that contains the set of rules to which a valid XML document must conform, and, if applicable, a W3C schema describing the extension that the publisher recommends to use in the supplementary data element. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select the usage guideline for which you want to generate an XML schema package. 5. In the Export options page that appears, select XML Schema Package. 02 February

43 How to Analyse Your Content with MyStandards 8 How to Analyse Your Content with MyStandards 8.1 Compare Usage Guidelines This mechanism allows to quickly and easily see the differences and similarities between several usage guidelines Non-Premium Licence Users When a publisher has granted access to its content, comparing two or more usage guidelines is a powerful mechanism to quickly and easily see the differences and similarities in an easy to understand format. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select usage guidelines. 5. Click the Add to my selection button to select two or more usage guidelines. Note: For useful results, make sure that the base message for the selected usage guidelines is the same for the selected messages to be properly compared. 6. The selected usage guidelines are available under the My Selection icon. Click this icon to open your selection. 7. From the My Selection page that opens, click the Compare selected UGs button to start the comparison. The comparison is loading and immediately available for viewing. The MyStandards web platform view allows for a maximum of four usage guidelines. The spreadsheet format allows for a maximum of ten usage guidelines to be compared and downloaded. 02 February

44 How to Analyse Your Content with MyStandards Premium Licence Users Premium license users may compare two or more usage guidelines across multiple publisher s content where access has been granted or usage guidelines marked as public. Comparing two or more usage guidelines, from multiple publishers provides the capability to compare usage guidelines vs market practice or to compare two or more usage guidelines from multiple publishers for example to assist with harmonising the usage guidelines across institutions or market infrastructures. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select usage guidelines. 5. Click the Add to my selection button to select two or more usage guidelines. Note: For useful results, make sure that the base message for the selected usage guidelines is the same for the selected messages to be properly compared. 6. The selected usage guidelines are available under the My Selection icon. Click this icon to open your selection. 7. From the My Selection page that opens, click the Compare selected UGs button to start the comparison. The comparison is loading and immediately available for viewing. The MyStandards web platform view allows for a maximum of four usage guidelines. The spreadsheet format allows for a maximum of ten usage guidelines to be compared and downloaded. 02 February

45 How to Analyse Your Content with MyStandards 8.2 Analyse the Impact of a New Standards Release [Premium only] The impact analysis is a tool to automatically analyse a new Standards Release and specifically see how it impacts your institution s use of the messages. The impact analysis is available with a Premium MyStandards licence. Once your institution s messages are defined in MyStandards as usage guidelines, the impact analysis tool will compare the new Standards Release against your specific usage guidelines. The intuitive display illustrates where the new release impacts your use of the message. This tool saves many hours of work in manually analysing the impact of a new Standards Release, it supports both SWIFT MT and ISO messages. 2. In the My Group page that appears, select Publishing. 3. Click the Import Usage Guidelines button. 4. In the New Usage Guidelines window that appears, click Upload Usage Guidelines and upload your usage guidelines(s). 5. Select your usage guidelines and click the Impact analysis tab. 6. The impact analysis is displayed. Click Export as to export and download the impact analysis in spreadsheet format for offline use. 02 February

46 How to Provide Feedback on MyStandards Content 9 How to Provide Feedback on MyStandards Content 9.1 Comment on Usage Guidelines When browsing the content of a usage guideline, you will be able to leave comments on the usage guidelines up to the individual element or field level. These comments will be visible to your community and will enable open communication and better collaboration between you and your counterparties. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. In the usage guideline, select a specific element for which you want to create a comment and expand the Comments arrow. 6. Type your comment and click Post. 9.2 View Comments on Usage Guidelines Comments which have been made can be viewed in three separate ways: By selecting the element in the usage guideline on which a comment is made. The details pane on the right contains the comment. See View Comment from the Comments Pane in the Usage Guideline. By selecting the Comments tab in the usage guideline which contains comments. It provides an aggregate view of all comments added to the specification. See View Comment from the Comments tab in the Usage Guideline. By selecting the Comments tab in the group home page. It provides an aggregate view of all comments added to all usage guidelines published by that group. It includes an export feature to extract all the comments into Excel for further processing. See View Comment from the Comments tab in the Group Home Page. 02 February

47 How to Provide Feedback on MyStandards Content View Comment from the Comments Pane in the Usage Guideline 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. In the usage guideline, select a specific element. Comments appear in the Comments pane View Comment from the Comments Tab in the Usage Guideline 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection then, within that collection, select a usage guideline. 5. In the usage guideline, select a specific element that contains a comment and click the Comments tab. 6. Expand the item by clicking the arrow. The comment appears: 02 February

48 How to Provide Feedback on MyStandards Content View Comment from the Comments Tab in the Group Home Page 2. In the My Group page that appears, select Home. 3. Select the Comments link. Comments appear under the Comments tab. It is possible to export the comments to Excel. 9.3 Contact Another Group The owners of another group can be reached through the contact button that you can find on the group home page. The contact button will display a contact form, with both a subject and body, that can be used to write a message. Sending the message will trigger an to be sent to the owners of that group after which they can take appropriate action. 2. In the My Group page that appears, select Home. 3. Select the Contact button. 4. In the Send dialog box that appears, fill in the information and click the Send button. 02 February

49 How to Provide Feedback on MyStandards Content 02 February

50 How to Use the Readiness Portal 10 How to Use the Readiness Portal The MyStandards Readiness Portal is a Web application built on top of MyStandards that simplifies customer on-boarding and migration by providing customer-facing standards testing capabilities. It provides a tailor-made experience to customers, including an advanced message validation service and direct links to relevant documentation in MyStandards. The Readiness Portal provides the following features: Direct links to the documentation in MyStandards Sample messages for each usage guideline Interactive validation service to check that message instances (test messages) respect not only the base standards but also additional restrictions defined in the usage guidelines Enables users to share test messages and to analyse how much of the usage guidelines is covered by these messages Related information MyStandards Readiness Portal Getting Started MyStandards Readiness Portal 10.1 Access the Portals 3 possibilities: From the MyStandards menu bar, select Profile Management, and click My Profile, then select the My Portals tab. Alternatively, portals shared with you by a specific group are available on the group home page. From the MyStandards menu bar, click Groups, then select the group. The most recent portals shared with you also appear on the first page of MyStandards. 02 February

51 How to Use the Readiness Portal 10.2 Portal Homepage This is the main page where you can perform tasks such as accessing the usage guidelines documentation, downloading sample messages or, validating messages against the usage guidelines of an institution. Messages from you to the portal publisher For these usage guidelines, you have access to a test area that will help you validate instances against the portal publisher specifications, along with documentation and sample messages. Messages from the portal publisher to you For these usage guidelines, you are provided with documentation and sample messages so that you can assess if your back-end systems are ready to receive messages according to the portal publisher specifications. For example: reports, daily statements, confirmations Browse the Documentation The documentation enables you to have access to the institution's usage guidelines (see Usage Guideline) in MyStandards. The usage guidelines explain how base standards must be used in certain specific business contexts. It allows you to understand, for every single field in the message, how that field is used by your counterparty. On top of the very convenient web view of the usage guideline, this is also where you are able to export this documentation as a PDF, Excel, or XML schema file and compare it with other similar guidelines. 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to or Message from area, click the Actions button which corresponds to the usage guidelines documentation that you want to view. 5. In the drop-down menu that appears, select Documentation. 02 February

52 How to Use the Readiness Portal The documentation page for the message that you have selected appears. Note: If you encounter an error during the validation step, the report directly takes you to the specific field where the error occurred Browse Sample Messages You can browse and download sample messages from your counterparty to view how the messages are structured. 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to or Message from area, click the Actions button which corresponds to the sample message that you want to download. 5. In the drop-down menu that appears, select Sample messages. 6. Click Download library. 7. Select a location to save the samples. 8. Click OK. 02 February

53 How to Use the Readiness Portal 10.5 Test Message Instances 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to area, click the Actions button corresponding to the message that you want to test. 5. In the drop-down menu that appears, select Test. 6. The Test page appears. Click Upload. 7. The Choose File to Upload window appears. Select the message that you want to upload. 8. Click Open. 9. Click Test. The validation report appears. 02 February

54 How to Use the Readiness Portal Validation Report Note: You can also upload a zip file containing multiple messages. The validation report is composed of several areas: The list of errors, for each guideline The details of the selected error, including a direct link to the related field in the documentation and, if enabled by your portal publisher, a link to contact them directly from the error report. The message editor, showing you the message, annotated with errors, and enabling you to directly edit it inline, in the tool. 02 February

55 How to Use the Readiness Portal The header bar, containing buttons to: Upload a new message Export or revalidate the current message Access the history, providing you with a full list of all the previous validation reports Test History The test history lists all the previous validation reports. For each report you have access to: The number of errors on this report The date and time The user Note: Clicking the number of errors will show you the full test report, allowing you to resume your tests at any point time. A link to show you the full message validated A link to the guidelines it was validated against 10.6 Gather Evidence With evidence, portal publishers can ask their customers to add a number of test messages to showcase the amount of testing they have done and check the coverage Add Evidence 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to area, click the Actions button corresponding to the message for which you want to share evidence. 5. In the drop-down menu that appears, select Evidences. 6. Click Add message. 02 February

56 How to Use the Readiness Portal 7. In the New Message window that appears, you can upload a message by clicking the Upload message button or paste a message in the free format section. 8. Click Save Remove Evidence 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to area, click the Actions button corresponding to the message for which you want to remove evidence. 5. In the drop-down menu that appears, select Evidences. 6. Click Clear All Messages. 7. In the pop-up window that appears, click Yes to delete all the messages Get Support for Evidence Messages The Escalate to button enables you to request support. This button is available from the Evidences areas. 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to area, click the Actions button corresponding to the message for which you want to view the evidence messages. 5. In the drop-down menu that appears, select Evidences. 6. In the Invalid messages area, under Support, click Escalate to support. 02 February

57 How to Use the Readiness Portal View the Coverage Analysis Report for Valid Message The coverage analysis enables you to assess the completeness of your evidence. It allows you to check whether the valid evidence cover every field, sub-field, or code value in the message. It is very useful to identify gaps in the coverage of your tests. Note: You can filter the coverage analysis to only show fields which have not been covered. The coverage analysis indicates how many times a field has been referenced by the collection of sample messages. If a given field is covered 5 times by a single instance (in a repetitive sequence for example), then the coverage analysis will indicate 5 in the Number of occurrences column. The coverage icons have the following meaning: Green: the element and all it sub-parts are covered Orange: at least one of the sub-parts of the element is not covered Red: the element is not present in message samples 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, select the appropriate portal by clicking the Go to the Portal button. 4. You are redirected to the portal. In the Message to area, click the Actions button corresponding to the message for which you want to view the evidence messages. 5. In the drop-down menu that appears, select Evidences. 6. Click See coverage. The following window appears: 02 February

58 How to Use the Readiness Portal 02 February

59 How to View Your Personal Profile 11 How to View Your Personal Profile Your personal profile contains all the information related to your specific user. You will find in this menu everything you need to manage and access: The communities you are a member of The groups you are affiliated to The content shared with you directly 11.1 Manage Community Membership The Community Membership tab provides you with an overview of all the communities you are a member of. This page contains: The active community membership The pending community membership The declined community membership View Active Community Membership The page lists all the communities you are a member of. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Community Membership tab. Results are available under the Active Community Membership section. 3. Expand each community to list all the guidelines shared with you through this community by clicking the >. 02 February

60 How to View Your Personal Profile Contact the Publisher of the Community 1. Click the Contact Admins button for the community you want to contact the publisher. 2. In the Send window that appears, fill the information and click Send Remove Yourself from a Community 1. Click the Trash icon next to the community you want to be removed from. If you remove yourself from a community, you will no longer have access to the content shared with that community. You cannot delete indirect affiliations View Pending Community Membership This page lists all the communities you requested access to for which the publisher did not yet accept or decline the request. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 02 February

61 How to View Your Personal Profile 2. Select the Community Membership tab. Results are available under the Pending Community Membership section. For pending community membership, it is also possible to contact the portal publisher (see Contact the Publisher of the Community) or to remove yourself from that community (see Remove Yourself from a Community) View Declined Community Membership This page lists all the communities you requested access to for which the publisher declined the request. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Community Membership tab. Results are available under the Declined Community Membership section. For declined community membership, it is also possible to contact the portal publisher (see Contact the Publisher of the Community) or to remove yourself from that community (see Remove Yourself from a Community) Manage Group Membership The Group Membership tab provides you with an overview of all the groups you are affiliated to. On this page, both the groups and the market practice groups you belong to are listed. You also see, on the right-hand side, the list of pending and unsuccessful membership request. 02 February

62 How to View Your Personal Profile For each group, you have two buttons: A contact button that allows you to contact the group owners A remove button (Trash icon) that allows you to remove yourself from that group By clicking the Manage My Membership button, you can request additional access to groups defined on MyStandards. Note: Only employees of the institution should apply for a group. The group is not meant to share content with external users but to provide access to the institution s employees to both premium features and private content from the group View My Organisation / Employer This page lists all the groups you are a member of and usually, the institution that employs you. Large and global organisations usually have several groups based on geography (EMEA, Americas, APAC for example) or on a business-related (payments, S&R, corporate actions for example) segmentation of their activities. You might therefore belong to several of those groups on the platform. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Group Membership tab. Results are available under the My organization / Employer section. 02 February

63 How to View Your Personal Profile View My Market Practice Groups Memberships On top of your main groups, representing your employer, users may also be member of market practice groups. This page lists all the market practice groups you are a member of. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Group Membership tab. Results are available under the My Market Practice Group Memberships section View My Pending Membership Requests This page lists all the groups you requested access to for which the owner did not yet accept or decline the request. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Group Membership tab. Results are available under the My Pending Memberships Requests section. 02 February

64 How to View Your Personal Profile View My Unsuccessful Membership Requests This page lists all the groups you requested access to for which the owner declined the request. 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the Group Membership tab. Results are available under the My Unsuccessful Memberships Requests section View My Downloads This page lists all the files available for download during the last 10 days. When a user exports a PDF, Excel, or XML schema from MyStandards, the platform will provide you with a direct access to that file if it has already been downloaded by a previous user. However, if the file has never been exported before, it might take a bit of time to create before being available. In those cases, MyStandards will place the file in the My Downloads list along with a status allowing you to directly see if the file is available for download. 02 February

65 How to View Your Personal Profile 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the My Downloads tab. The result is as follows: This page lists all the files available for download during the last 10 days. When a user exports a PDF, Excel, or XML schema from MyStandards, the platform will provide you with a direct access to that file if it has already been downloaded by a previous user. However, if the file has never been exported before, it might take a bit of time to create before being available. In those cases, MyStandards will place the file in the My Downloads list along with a status allowing you to directly see if the file is available for download View My Notifications 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the My Notifications tab. 02 February

66 How to View Your Personal Profile 11.5 View My Portals This page lists all the portals that have been shared directly with you or with your group. For each portal you will see: The name and description of the portal The publisher logo A Go to the Portal button to access that portal directly 1. From the MyStandards menu bar, select Profile Management, and click My Profile. 2. Select the My Portals tab. 02 February

67 How to Publish Content on MyStandards [Group Publisher] 12 How to Publish Content on MyStandards [Group Publisher] 12.1 Access the Publication Functions 2. In the My Group page that appears, select Publishing. The Publishing menu is visible for any group for which you have publishing rights Create Usage Guideline with the Usage Guideline Editor The Usage Guideline Editor (UGE) is an off-line application which will give you the ability to create, maintain, and publish usage guidelines. This tool supports the creation and maintenance of usage guidelines in a structured, formal, and consistent way starting from the base message definitions. The information which is captured in the UGE is then uploaded to the MyStandards web site for publication and sharing Download the Usage Guideline Editor 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guideline Editor tab. 4. The installation process is completely described on that page. Make sure you also download the latest version of the repositories. These contain all the base standards for customization. You can find more information about how to use the UGE in the UGE Manual. 02 February

68 How to Publish Content on MyStandards [Group Publisher] Download the Usage Guidelines A usage guideline is always a refinement of an existing specification. You can either start from the global standards as available within the repositories or from an existing usage guideline. You can download the usage guidelines from any collection. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list. 5. Download the collection in UGE format. 6. In the Export option window that appears, select the appropriate option: Important Download the Collection in order to create a new Collection based on this one This download creates an unrelated copy of the original collection. This can be used to create a completely new collection based on this existing work. (When the collection is uploaded back to MyStandards, it will not overwrite the original collection.) Download the Collection in order to update it This download creates a related copy of the original collection. This can be used to maintain and evolve this existing work. If you want to version a guideline without overwriting the previous version, you need to use the first option. 7. In the Go to "My Dowloads" section window that appears, click the Close button. The exported collection is available in the My Downloads section Upload Your Usage Guidelines on MyStandards Prerequisites Once you have edited the usage guidelines in the UGE, you can upload them on MyStandards. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Click the Import Usage Guidelines button. 02 February

69 How to Publish Content on MyStandards [Group Publisher] 5. You can import a zip file from your file system that contains the collection created with the UGE. You can rename it if you want. If you have downloaded this content for versioning purposes, it will replace the previous version How to Edit Usage Guidelines Online The usage guideline can be edited using the offline tool Usage Guideline Editor or directly online in MyStandards. Currently, the online edition is limited. To know which features are available online, see MyStandards Create a New Version of a Collection "In Edition" To start editing usage guidelines within a collection, a version "In Edition" should be created on MyStandards. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list and click the Technical Versions tab. 02 February

70 How to Publish Content on MyStandards [Group Publisher] 5. Select Create new version from the Actions menu. The new version of the collection is created and the application automatically opens this version Start Editing a Usage Guideline - alternative 1 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 02 February

71 How to Publish Content on MyStandards [Group Publisher] 5. Select Edit from the Actions menu. - alternative 2 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Click on the usage guideline name. 6. Click the Edit button. 02 February

72 How to Publish Content on MyStandards [Group Publisher] Edit a Usage Guideline Remove a Field 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select a usage guideline In Edition. 6. Un-tick the check box in front of the field. 02 February

73 How to Publish Content on MyStandards [Group Publisher] Add a Restriction on a Field 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select a usage guideline In Edition. 6. Click the corresponding action from the Actions menu of the field Remove a Restriction on a Field alternative 1: with the trash bin icon 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select a usage guideline In Edition. 6. Select the Trash bin icon in the details pane. alternative 2: with the opposite action 02 February

74 How to Publish Content on MyStandards [Group Publisher] 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select a usage guideline In Edition. 6. Select the opposite action from the Actions menu of the field. Note: This is only available for some restrictions and will always be at the same place in the menu than the action to create the restriction Edit the Field Multiplicity 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select a usage guideline In Edition. 6. Click the Edit icon next to Multiplicity. 7. Change the multiplicity in the edition pop-up and click the Save button. Note: The cell highlighted in blue are the default values and the cell highlighted in green are the restricted values. You can reset to default values from the edition pop-up or directly from the detail pane. 02 February

75 How to Publish Content on MyStandards [Group Publisher] Make a Usage Guideline Ready Only the usage guidelines that are ready or unchanged will be released with the collection. alternative 1: from the usage guideline edition page 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select a usage guideline In Edition. 6. Click the Make Ready button. alternative 2: from the collection page 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select Make Ready from the Actions menu Discard Changes on a Usage Guideline Discarding changes will restore the usage guideline from the original version of the collection. alternative 1: from the usage guideline edition page 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 02 February

76 How to Publish Content on MyStandards [Group Publisher] 5. Select a usage guideline In Edition. 6. Click the Discard Changes button. alternative 2: from the collection page 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select Discard Changes from the Actions menu Release "In Edition" Version as a New Technical Version Prerequisites Note: By default a released version will be inactive. In order to have this version visible by members or to share it with a community, make it active or latest. All usage guidelines within the collection must be either in their initial state or Ready for the release. alternative 1: from the collection page, usage guidelines tab 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Select Release Version. 02 February

77 How to Publish Content on MyStandards [Group Publisher] alternative 2: from the collection page, technical versions tab 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Access the In Edition version of the collection by clicking the In Edition label. 5. Click the Technical Versions tab. 6. Select Release Version in the Actions menu Versioning Usage guidelines evolve over time and provide an easy way for both content publishers and consumers to manage this change is a critical platform concern. Publishers need to version their content and manage the lifecycle of their specifications. Consumers of this content on the other hand need to understand the status of the guideline that they are currently viewing. Is it a draft version or a final one? How does the current version differ from the previous/future version? Prior to the versioning, only the latest version of a collection and usage guidelines were shown on the platform. When a new version of a collection was uploaded on the platform, from a user perspective, the previous version disappeared and was replaced by the latest version. The versioning feature allows all uploaded versions of collections and usage guidelines to be accessible on the platform. Publishers now have all the analytic features of MyStandards available to be able to compare current and historical versions. Moreover, they can select which versions are visible by their communities and maintain those easily. From a content creation point of view, it is now possible to manage technical versions as you are performing the content creation work From a consumption point of view, it offers a clean way to understand both the lifecycle of the services (that is, what you are providing to the market, the live and upcoming versions) and the lifecycle of the guidelines themselves (for example, draft and final versions). 02 February

78 How to Publish Content on MyStandards [Group Publisher] Note: If a publisher decides to ignore the versioning features completely, the platform behaviour is not impacted by this new release. The publishing workflow remains exactly the same Access Previous Versions of a Collection As a publisher, versioning allows you to access past versions of any collection. When you access the collection page, you see all the usage guidelines included in that specific collection (Overview tab). A second tab called Technical Versions is also available. Every time you upload (import) on MyStandards an updated version of a collection, you create a technical version. All the past work that you have done, that is all the collections that you have uploaded since March 2014 have all been assigned with a technical version and are already available under the Technical Versions tab. This tab displays all the technical versions for a particular collection. For example, in the following screen, there are 7 technical versions of the collection. As a publisher, you have access to all these versions (from v1 to v7). These versions should be viewed as any other collections that you can now activate. In our example, version 7 is the latest one, this is the version that you would see today on the platform. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list and click the Technical version tab Activate a Collection By default, only one collection is active: the latest one uploaded on the platform. In the Technical Versions tab, you can activate any past version of a collection. It is also possible to activate several versions of a collection. These versions can be shared or added to 02 February

79 How to Publish Content on MyStandards [Group Publisher] portals. You can also attach documents to it and add metadata to these usage guidelines completely independently to each version. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list and click the Technical version tab. 5. Select the Activate checkbox and click the Save Changes button. The activated previous versions of a collection appear in the list of collections as any other collections Mark a Collection as the Latest Version While it is possible to have multiple versions of a collection marked as active, only one version of a collection can be marked as latest. Changing the latest version of a collection will replace the current latest version by the new one in all portals and communities it is currently shared with. For example: if the current latest version is version v.5 and the publisher decides to change this to v.7, the new latest version (v.7) will be shared with all the communities the previous latest version (v.5) was shared with. Usage guidelines from the new latest version (v.7) will be included in the portals containing the corresponding usage guidelines from the previous latest version (v.5). If a publisher changes a version of a collection to the latest, if the new version of the collection does not contain a usage guideline present in the previous version, then the usage guideline will disappear from the portal. To keep the previous latest version, on top of the new one, the publisher can decide to keep the previous one active. If you keep the previous latest version (v.5) active, this previous version will still be shared with all the communities it was shared with and usage guidelines from this previous version will still appear in all portals they are included in. Users in these portals and communities will have access to both versions. Both versions will appear in the portals home page. If you deactivate the previous latest version (v.5), this previous version will be unshared with all the communities it was shared with and usage guidelines from this previous version will be removed from all portals they are included in. In essence, when modifying the latest version of a collection, two important rules need to be kept in mind: Communities and portals defined including the latest version are always following the latest collection when it changes. If you keep active the previous latest version, then both versions will be available in portals and to users in the communities. 02 February

80 How to Publish Content on MyStandards [Group Publisher] 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list and click the Technical version tab. 5. Select the Latest radio button and click the Save Changes button Define a Business Version For each and every technical version, you can specify a business version. The business version is a textual field that you can fill in to match your institution-specific versioning policy, completely independently from the technical version. For example: you can have 5 technical versions, from "v.1" to "v.5", corresponding to each upload you have done on this collection. Among those, you can choose to have only the v.2 and v.4 visible to customers by activating them. And you can specify that, for your customer, regardless of their technical version, one will be called "Version May 2015" and the other "Version November 2015". 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list and click the Technical version tab. 5. Fill in the Business Version field and click the Save Changes button Define a Status There is also a Status label that you can assign for each collections to specify that it is a work in progress, a draft, or a final version of the collection. Those labels are defined in the Technical version tab, at the level of the collection and are automatically pushed at the usage guidelines level. If a business version and/or status values were previously assigned to usage guidelines using the metadata feature, saving status and/or version at the collection level will overwrite these values at the usage guideline level. In your publisher screens, the technical version, business version, and the status when available are displayed so that you are able to differentiate those collections in a very clear way. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Select a collection in the list and click the Technical version tab. 5. Select a Status in the drop-down list and click the Save Changes button. 02 February

81 How to Publish Content on MyStandards [Group Publisher] 12.6 Batch Operations The goal is to allow our end-users to focus on their business needs, and not on manipulating the tool. As such, creating documentation outputs is streamlined, maintenance operations on usage guidelines are smoother, and managing a large number of portals is simpler Manage the Selection A selection can only ever contain items of one type, that is, only usage guidelines, only collections, or only portals. For example, if your selection already contains usage guidelines and if you want to add a collection, you will receive the following message: The currently active type in the selection is shown at the top of the page in the header. The basic layout of the selection screen is always the same independent of the item types: the header is top left, the list of selected items below the header, and the related actions on the right. The following screen shows the batch operations available for a collection. 1. From the MyStandards menu bar, click My selection Add Items to the Selection 1. Click the Select button next to a usage guideline, a collection, or a portal. 2. Multiple items can be added at once by clicking the SelectAll button 02 February

82 How to Publish Content on MyStandards [Group Publisher]. When the item is selected, the button changes to and the item is added to the selection. When an item is added, a number will clearly appear over the icon in the top-right menu. This shows the number of items in the selection Remove Items from the Selection 1. From the MyStandards menu bar, click My selection. 2. Click the Remove from my selection button next to the item that you want to remove. 3. The whole selection can be removed by using the Empty the selection action in the menu on the right Run Actions In other areas of the web site you can remove items from the selection by deselecting them using the same button which is used to add the item (see Add Items to the Selection). 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for this selection appear on the right. Note: Not all actions may be enabled; this is dependent on the items listed. In case of an action being disabled, the reason is explained by clicking the blue question mark ( ) next to the action. Corrective action can then be taken. The following screen shows the batch operations available for a usage guideline: 02 February

83 How to Publish Content on MyStandards [Group Publisher] Usage Guideline Actions Export All users of the platform can add usage guidelines to the selection basket and perform the following actions: Export (see Export) Compare (see Compare) The export action will create a downloadable zip file containing all of the selected usage guidelines in the chosen file format: Compact or plain PDF Compact Excel Enriched or plain XML Schema 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for usage guidelines appear on the right. 3. Select the appropriate option by clicking the corresponding button. Related information Compare See Export a Usage Guideline. The compare action will run the comparison feature against all of the selected usage guidelines. Depending on the chosen action, it will either generate an Excel file for download or run a web-based comparison. Note: A mixture of MX and MT usage guidelines is not supported. Export to Excel has a maximum limit of 10 usage guidelines and the Compare online is limited to a maximum of 4 usage guidelines. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for usage guidelines appear on the right. 3. Select the Compare selected UGs button. Related information See Compare Usage Guidelines Collection Actions All users with a publisher role on the platform can add collections to the selection basket and perform the following actions: Export (see Export) 02 February

84 How to Publish Content on MyStandards [Group Publisher] Export Delete Share Delete (see Delete) Share (see Share) Change owner (see Change Ownership) The export action will create a downloadable zip file containing all of the selected collections in the Usage Guideline Editor format. Depending on the chosen download option, the collections will be exported as: unrelated copies, in order to create a new collection based on the selected ones related copies, in order to maintain the selected collections This file can be imported into, and used in, the Usage Guideline Editor. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for collections appear on the right. 3. Select the Export UGE button. 4. You are then presented with two download options. Select the appropriate option: Download the collection in order to create a new collection based on this one Choose this option if you would like to work on a separate copy of the original collection. It results in an entirely new collection so that when it is re-uploaded, it will not overwrite the original. A use-case for this option is if you would like to base your work on a market practice already publically available on MyStandards, like SEPA or CGI. It saves time and effort as you can build on the pre-existing restrictions already defined. Download the collection in order to update it Choose this option if you would like to maintain or update the original collection. When the collection is re-uploaded, it will overwrite the original. The delete action will remove all of the selected collections from the MyStandards platform. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for collections appear on the right. 3. Select the Delete Collections button. 4. In the Warning window that appears confirm the deletion by clicking the Confirm button. The share action will show the configuration screens to change the sharing of all the selected collections. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for collections appear on the right. 3. Select the Share Collections button. 4. In the Share Collection window that appears, select the appropriate option (Public, Private, or Restricted) and click the Share Collection button. 02 February

85 How to Publish Content on MyStandards [Group Publisher] Related information See Share Usage Guidelines with your Communities Change Ownership The change ownership action will show the configuration screens to change the ownership of all the selected collections. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for collections appear on the right. 3. Select the Change Owner button. 4. In the Change Owner window that appears, select a new owner and click the Confirm button. Related information See Change the Owner of a Collection Readiness Portal Actions All users with a portal publisher role on the platform can add portals to the selection basket and perform the following actions: Add usage guidelines (see Add Usage Guideline) Publish (see Publish) Close (see Close) Delete (see Delete) Edit (see Edit) Add Usage Guideline The Add Usage Guideline action will show the configuration screen to add usage guidelines to all of the selected portals. Depending on the chosen action, it will either be in the To or From organisation direction. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for portals appear on the right. 3. Select the Add UG - To or Add UG - From button. 4. In the Basket window that appears, select a basket and click the Add selected UG To or Add selected UG From button. Related information Publish See Add Usage Guidelines to a Portal. The Publish action shows the configuration screens for the publication of all the selected portals. Note: This action is only applicable to selections which consist of new portals only. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for portals appear on the right. 3. Select the Publish button. 4. In the Publish Portal window that appears, select the Publish to an existing community tab or the Publish to a new community tab. 02 February

86 How to Publish Content on MyStandards [Group Publisher] 5. Select the existing community or fill in the information for a new community and click the Publish portal button. Related information Close See Publish a Portal. The Close action closes all the selected portals. Note: This action is only applicable to selections which consist of new and published portals. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for portals appear on the right. 3. Select the Close Portals button. 4. In the Warning window that appears, click Yes to close the portal. Related information Delete See Close a Portal. The Delete action removes all of the selected portals from the MyStandards platform. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for portals appear on the right. 3. Select the Delete Portals button. 4. In the Warning window that appears, click Yes to delete the portal. Related information Edit See Delete a Portal. The Edit portals action shows the configuration screen to edit the advanced options of all of the selected portals. 1. From the MyStandards menu bar, click My selection. 2. The selection opens and the batch operations available for portals appear on the right. 3. Select the Edit Portals button. 4. In the Edit Portals window that appears, fill in the appropriate information and click the Modify Portals button. Related information See Edit a Portal Share Usage Guidelines with your Communities The publisher controls the usage guideline privacy settings to define who they want to share information with. This is done at collection level. 2. In the My Group page that appears, select Publishing. 02 February

87 How to Publish Content on MyStandards [Group Publisher] 3. Select the Usage Guidelines tab. 4. Go to any collection and select Share Collection in the Action menu. 5. You will then be prompted to select the privacy settings. Public: any user of MyStandards can access the content Private: only group members can access the content Restricted: only group members and community members in the selected communities can access the content 6. Make your selection then confirm with the Submit button. 7. If you have selected Restricted, you have to select one or several communities you want to share this content with. Simply drag and drop the relevant communities to the box on the right. Note: The communities need to have been defined beforehand Manage your Communities Create a New Community 2. In the My Group page that appears, select Publishing. 3. Select the Communities tab. 4. Click the Add Community button. 02 February

88 How to Publish Content on MyStandards [Group Publisher] 5. Fill in the New Community form that appears. You can give a name to the community and a (public) description and you have to decide whether you want it to be an open or a closed community. Open communities can be discovered from the global platform search and users can request access to it. Communities can be a mix of individual users and groups. You can switch between the two using the Edit Members and Edit Groups tabs. For individual members, you can just cut and paste a list of addresses in the left pane. The platform will automatically detect whether these accounts already exist on the MyStandards platform. If they do not exist, you can invite them to join the platform by clicking Invite Unregistered Users. For the groups, just drag and drop the groups you want to include in your community. All the members of these groups will then be part of the community. If the group membership evolves, this is reflected in the community access Modify an Existing Community 2. In the My Group page that appears, select Publishing. 3. Select the Communities tab. 4. Click the Action button next to the community you want to modify and select Edit Community. 02 February

89 How to Publish Content on MyStandards [Group Publisher] 5. In the Community form already filled in that appears, modify the necessary information. 6. Click Update Community Delete an Existing Community 2. In the My Group page that appears, select Publishing. 3. Select the Communities tab. 4. Click the Action button next to the community you want to delete and select Delete Community. 5. Confirm the deletion by clicking Yes in the Delete Community window that appears Manage Community Requests Users can request access to open communities but you are keeping control of who can access the community. You can display a list of all your requests. 2. In the My Group page that appears, select Publishing. 3. Select the Communities tab. 4. Click the Manage Community Requests button. 5. In the Manage Community Requests window that appears, accept or decline the request by clicking the Accept or Decline button. 02 February

90 How to Publish Content on MyStandards [Group Publisher] 12.9 Manage Comments on your Usage Guidelines Configure Commenting Prerequisites The collection must be published for the publisher to be able to configure the commenting feature. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 4. Go to any collection and select Commenting period in the Action menu. 5. Select the appropriate options in the Commenting Period window that appears. 6. Click the Set commenting period button View All Comments for Your Group All comments which are made on usage guidelines owned by the group are shown in an aggregate overview page and can be exported to Excel. 2. In the My Group page that appears, select Home. 3. Select the Comments link. 02 February

91 How to Publish Content on MyStandards [Group Publisher] 4. In the following window that appears, select the appropriate comment and click the Export icon to export it into Excel. Comments are organised per guideline. This is particularly useful when you are reviewing guidelines and are open for receiving comments Make Comments Official If you are a publisher in a group, you have the possibility to make comments official (group endorsement). This makes it obvious for everyone inside or outside of your company that this is an official comment coming from your company. This separates very cleanly the informal peer-to-peer environment where individuals are expressing their own opinions from more formal review cycles where groups make official statements. 2. In the My Group page that appears, select Home. 3. Select the Comments link. 4. Click the arrow to expand the appropriate comment and click the star Make this an official comment from your group Change the Owner of a Collection You can move the ownership of a collection to another group. This is used when you are using staging subgroups for content creation (for all your work in progress for example) and want to transfer it to an official group for official publication. The collection will be transferred to the target (sub)group and will not be visible anymore in the initial group. 2. In the My Group page that appears, select Publishing. 3. Select the Usage Guidelines tab. 02 February

92 How to Publish Content on MyStandards [Group Publisher] 4. Go to any collection and select Change Owner in the Action menu. 5. Choose a new owner in the Change Owner window that appears and confirm your choice by clicking Confirm. Note: To be able to move collections from one group to another one, you must be a publisher in both groups Manage your Group s News 2. In the My Group page that appears, select Publishing. 3. Select the News tab. 4. Go to any news and select Add News to create news, Edit News to modify existing news, or Remove News to delete existing news. The news will then be available to all users from the overall MyStandards front page. 02 February

93 How to Manage a Group [Owner] 13 How to Manage a Group [Owner] As a group owner you have access to the Groups > Administration menu. This menu provides you with everything you need to: Add and remove members to/from your group Accept/decline group membership requests Configure your group Create and manage your sub-groups Manage your group homepage 13.1 Manage Group Membership The Membership tab allows to proactively manage your group members by viewing, searching, adding, and removing users to your group without any required action from the user. MyStandards users can request access to a Premium group on the platform by using the group membership request. The Membership Requests tab allows you to accept or decline group membership requests View Users 2. In the My Group page that appears, select Administration and select the Membership tab Search for Users The list of members belonging to your group and their roles is displayed. 2. In the My Group page that appears, select Administration and select the Membership tab. 3. Type your search in the Search box. 02 February

94 How to Manage a Group [Owner] Add Users 2. In the My Group page that appears, select Administration and select the Membership tab. 3. Click Add new members. 4. The Add new member window appears, type an address in the Select a user search box. This show you all users existing with that address on the swift.com registry. 5. Select the roles for this new member by checking the appropriate boxes. 6. Click the Add to the group button to add one of those users to the group Remove Users Note: Only accept employees of your institution in your group. The group is not meant to share content with external users but to provide access to your institution s employees to both premium features and private content from your group. 2. In the My Group page that appears, select Administration and select the Membership tab. 3. Click the Trash icon for the user that you want to remove from the group. 4. In the Remove member window that appears, confirm your removal by clicking Remove Manage the Roles in Your Group Each group member can have several roles: Owner 02 February

95 How to Manage a Group [Owner] Portal publisher Publisher Custom role (for Premium licence users) See Roles within a group for more details. 1. To assign or update roles assigned to your group member, click Group, then Administration and select the Membership tab. The roles related to your level of licence in MyStandards will be listed next to each member of your group. 2. Check the appropriate box to assign the role to this group member Accept or Reject Membership Requests 2. In the My Group page that appears, select Administration and select the Membership Requests tab. 3. For each membership request, accept or reject the request by clicking the Action button on the right column. Note: Only accept employees of your institution in your group. The group is not meant to share content with external users but to provide access to your institution s employees to both premium features and private content from your group Manage Users Permissions [Premium only] The Roles tab allows Premium users to create up to 4 customized roles for their institution, next to default roles (owner, publisher, portal publisher) available on the platform. The privilege to create custom roles is granted by default to the owner of the group but can be changed once the custom roles are created. The custom roles once activated are live after a refresh of the session. The use of this feature is optional. Note: The features of default roles cannot be customized nor can the roles be removed; however the default roles can be deactivated. 02 February

96 How to Manage a Group [Owner] Access a New Roles Tab 2. In the My Group page that appears, select Administration and select the Roles tab Create a New Role 2. In the My Group page that appears, select Administration and select the Roles tab. 3. Under the Roles tab, click the New Role button. 4. In the New Role window that appears, specify a role name and choose whether you would like to pre-set permissions from any existing role. 5. Confirm a new role by clicking the Add a role button, or close if you want to cancel the action. 02 February

97 How to Manage a Group [Owner] Note: A role has to be active first to be able to assign any user. Do not forget to activate a role before you start assigning users to it Assign Users to a New Role 2. In the My Group page that appears, select Administration and select the Roles tab. 3. Under the Roles tab, click the users icon displayed under each role. 4. In the Membership page that appears, you can assign users to any active role in your group. 02 February

98 How to Manage a Group [Owner] Note: Alternatively you can go directly to Membership tab and assign users to available and active roles Edit or Delete a Custom Role 2. In the My Group page that appears, select Administration and select the Roles tab. 3. Under the Roles tab, click the Edit roles button. 4. In the Edit Roles window, click the custom roles title to update it. Save your changes or cancel the action. 5. To delete a custom role, click the trash icon next to the role you wish to remove. Save your changes. Note: Default roles (owner, publisher, portal publisher) cannot be removed; however they can be deactivated. 02 February

99 How to Manage a Group [Owner] 13.3 Configure Your Group Manage Logos There are two types of logos in MyStandards: The logo to be used to represent your group in the web site (format: gif, jpg, and png with a maximum size of 100x100 pixels). We recommend to use a square logo for the web site whenever possible. The logo to be used in generated documents (format: svg). 2. In the My Group page that appears, select Administration and select the Configuration tab. 3. In the Manage Logos section, select the logo by checking the appropriate checkbox and click the Upload logo button Define a Group Description The group description is an introduction describing your institution and its activities on MyStandards. 2. In the My Group page that appears, select Administration and select the Configuration tab. 3. In the Group Description section, define your group description and click the Update Description button Define a Group Contact 2. In the My Group page that appears, select Administration and select the Configuration tab. 3. In the Group Contact section, select the option by checking the appropriate checkbox and click the Update Group Contact button. 02 February

100 How to Manage a Group [Owner] Define a Group Notices The group notices will be added to the legal notices of any document generated by MyStandards. 2. In the My Group page that appears, select Administration and select the Configuration tab. 3. In the Group Notices section, define your group notices and click the Update Notices button Manage White List The white list is a simple way to provide your employees with an easy access to your group in MyStandards. MyStandards will automatically accept any membership request coming from a user with an domain included in the white list. Be careful, as MyStandards will auto-accept them, make sure the domains are related to your employees only. We strongly recommend not to use any generic domains such as gmail in the whitelist. 2. In the My Group page that appears, select Administration and select the Configuration tab. 3. In the Manage White List section, add or remove domains from the Allowed domains list by clicking the Add domain or Remove domain button. 02 February

101 How to Manage a Group [Owner] 13.4 Create and Manage Sub-Groups As global institutions are usually organised in different geographies, lines of business or department, MyStandards allows you to separate responsibilities between those different parts of the organisation on the platform itself. Each independent unit of organisation can be created as a sub-group within the global group. Each sub-group will be acting independently from each other, as an individual group on MyStandards. Each sub-group will have its own owners, publishers, and portal publishers. The sub-group owners will be able, in addition to the sub-group owners, to set those roles, as any group owner would in his groups. Note: A group cannot be deleted if the subgroup is not empty. If the parent group is invisible, the subgroup will be invisible as well Create a Sub-Group 2. In the My Group page that appears, select Administration and select the Sub-groups tab. 3. Click the +Add Sub-group button. 4. The sub-group creation page appears that allows you to set the name and description of the sub-group and members, including their roles. 5. To add a member to a sub-group, search for its in the search box and click on the + Add button in the list of results appearing below Manage a Sub-Group Sub-groups can be managed as regular groups by the sub-group owners. On top of that, the global group owner can also add or remove members and manage roles of a sub-group. 02 February

102 How to Manage a Group [Owner] 2. In the My Group page that appears, select Administration and select the Sub-groups tab. 3. Make the appropriate edits and click Save Manage the Group Home Page The group home page is the landing page where all users will find everything about your organisation. It contains your logo and a description of your group Report on Your Group Activity Follow a Group 2. In the My Group page that appears, select Administration and select the Follow link. 3. The Group followed windows appears. Click the X to close this window. This window explains that once you follow a group, you will receive notifications when members are added or removed to the group as well as when their roles are changed. Those notifications will be sent as a daily summary listing the activities in the group for that day Download a Report The report contains: Group details: an overview of current group member composition and sub-groups. Community details: an overview of currently active communities. User views: insights into actual user activity over the past 30 days. In each case, a summary is included on the first page of the report and a more detailed breakdown of the data is available in the subsequent pages 2. In the My Group page that appears, select Administration and select the Generate Report link. 02 February

103 How to Manage a Group [Owner] 3. In the Export Report windows that appears, click the link to the report. 4. The file is generated and available in the My Downloads section. Click the My Downloads icon to access it. Note: The file is generated at the time of download so could vary if downloaded again. 5. Form the My Downloads section, click the report and select Open, Save, or Cancel. 02 February

104 How to Manage Portals [Portal Publisher] 14 How to Manage Portals [Portal Publisher] 14.1 Create a Portal 2. In the My Group page that appears, select Readiness Portal. 3. Under the My Portals tab, click New Portal. 4. In the New Portal window that appears, fill in the name of the portal, the contact person address, and a description for the portal. Note: The name and the description will appear on the customer's portal. Note: The address will be used by customers for support purposes. 5. Configure the Advanced Options (if needed) 6. Click the Add Portal button. The new portal is created and appears with the New status under the My Portals tab. The system sends an notification to the contact person Add Usage Guidelines to a Portal There are two different directions for usage guidelines: Messages from you to your customers For these usage guidelines you will be able to provide sample messages so that your customer can assess if their back-end systems are ready to receive messages according to your specifications. For example: reports, daily statements, confirmations. Messages from your customers to you For these usage guidelines, your customers will have access to a test area that will help them validate instances against your guidelines, along with sample messages. 02 February

105 How to Manage Portals [Portal Publisher] 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal for which you want to add usage guidelines and select Edit Usage Guidelines. 4. Click Add Usage Guideline. 5. Search among all the usage guidelines published by your group. Once you find the collection that you are looking for, expand it, select one or more usage guidelines, and click the Add button. The usage guideline is added to your portal Remove Usage Guidelines from a Portal 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal for which you want to remove usage guidelines and select Edit Usage Guidelines. 02 February

106 How to Manage Portals [Portal Publisher] 4. Click the Remove button which corresponds to the usage guideline that you want to remove. 5. In the confirmation pop-up window that appears with the name of the usage guideline that you want to remove, click Remove Advanced Options The following advanced options are available: Allow Users to Ask for Support (see Allow Users to Ask for Support) Allow Users to Upload Evidence (see Allow Users to Upload Evidence) Allow Users of the Portal to see Other Users Activity (see Allow Users of the Portal to see Other Users Activity) Report Empty XML Tags as Warnings (see Report Empty XML Tags as Warnings) Test History and Evidence will only be Available for a Period of X Days (see Test History and Evidence will only be Available for a Period of X Days) 02 February

107 How to Manage Portals [Portal Publisher] Allow Users to Ask for Support When this option is checked, users are able to ask for direct support from the portal publisher, using the contact of the portal, through direct links at various places in the portal. Those links are present: On each error reported in the Test section On each invalid message in the Evidences section On each page, in the header, using the Need Help? button When the option is checked, a direct link appears, as highlighted below: When the option is not checked, the direct link does not appear Allow Users to Upload Evidence When this option is checked, users are able to upload evidence of their testing activities in the Readiness Portal. This allows both the user and the portal publisher to check the coverage of those tests and ensure that the user is ready to start the next testing phase. When the option is checked, users are able to access the Evidences section through the Actions menu available for each usage guideline on the portal homepage. 02 February

108 How to Manage Portals [Portal Publisher] When the option is not checked, users are unable to access the Evidences section Allow Users of the Portal to see Other Users Activity This option allows you to choose if users of the portal can see the activity, in the history and evidence, of other users accessing the same portal. When this option is checked, each user of a given portal is able to see the activity of all users accessing this specific portal. This is very practical when working in a team of testers, to have an overview of the various tests and be able to continue or use the work of a colleague. However, it is sometimes necessary for the portal publisher to define a single portal and share it with a large number of users, across different organisations. By unchecking the Allow users of the portal to see other users activity option, each user of the portal only sees its own individual activity and is not able to see the history or evidence of other users of the same portal. The portal publisher has access to a filter, in the history and evidence sections, to select a given user. The history and evidence then only show the activity of that specific user, filtering out other users' activity Report Empty XML Tags as Warnings In ISO 20022, empty XML tags (<Tag><Tag> or <Tag />) are reported as errors because they are not compliant with the ISO specification requiring a minimum length of 1 character. However, those empty tags are commonly supported by the banks. 02 February

109 How to Manage Portals [Portal Publisher] This option allows you to choose if those empty XML tags will be reported as warnings or as errors in the Readiness Portal. When this option is checked, empty tags are reported as warnings rather than errors. For all intent and purposes, empty tags are then considered as absent from the message. So, if an empty tag is mandatory, an error is raised as if this tag was not present. A formal rule depending on the tag presence/absence will be triggered as if the tag was absent. Users of the portal are able to filter which error level is shown. By default, users only see errors, not warnings Test History and Evidence will only be Available for a Period of X Days This option allows you to restrict how long users of the portal can see the message in the test history and evidence. When this option is unchecked, users of a given portal are able to see all messages in the history and evidence, regardless of their upload date. When this option is checked, each user of a given portal is able to see the messages in the history and evidence during the number of days specified in the option. After the specified number of days, users are not able to see those messages anymore. The history and evidence also display a message to warn the users of this limitation Configure Your Default Values A group can define the default values used when creating new portals. These values can be changed by group members with the portal publisher role. Of course, the portal publisher is able, when creating a portal, to modify those values. On top of the different portal configuration options, portal publishers can also define a default contact to be used for all portals of the group. These default configuration values are used for all your new portals. These default values are common for all portal publishers. Changing these values changes them for all portal publishers in your group or sub-group. Changing these values does not change the existing portals but only the portals created in the future. 2. In the My Group page that appears, select Readiness Portal. 3. Select the Configuration tab. 02 February

110 How to Manage Portals [Portal Publisher] 4. Select the appropriate options and click Save Edit a Portal Prerequisites Portal status must be New or Published. 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the new portal that you want to edit and select Edit. 4. The Edit Portal window appears. Edit the name of the portal, the contact person e- mail address, or the description of the portal. Advanced options need to be edited if necessary. 02 February

111 How to Manage Portals [Portal Publisher] 5. Click the Modify the Portal button. The portal is updated with the new information. If you click Cancel, no changes are applied Copy a Portal It is possible to copy an existing portal and use this copied portal as a template to create other portals. 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal that you want to copy and select Copy. 4. The Copy Portal window appears. Fill in the name of the portal, the contact person address, and a description for the portal. Advanced options need to be updated as well if necessary. 02 February

112 How to Manage Portals [Portal Publisher] Note: Two portals cannot have the same name. 5. Click the Copy the Portal button. The new portal is created by copying the existing one. The new portal contains all usage guidelines that were available in the portal that you copied. Sample messages, test history, and evidence are not copied during this process Provision Sample Messages in Your Portal The samples messages provide your customers with: An easy way to make sure that their back-end systems can process smoothly the reports and statements that you send Sample implementations from your message specifications that they need to send you in order to ease the implementation of their own systems The sample messages must be compliant with the usage guidelines that you published. The portal allows you to publish those messages, assess, and enhance their quality. It allows your customers to search instances and easily support them when they require clarification on something. 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal for which you want to add sample messages and select Go to the Portal. 02 February

113 How to Manage Portals [Portal Publisher] 4. You are redirected to the portal. You can provision sample messages for each usage guideline. To do so, click Action and select Sample messages. 5. Click Add message. 6. In the New Message window that appears, paste a message directly or upload a single message or a zip file that contains multiple messages. Once uploaded, the messages will be: Validated against the usage guideline Checked for duplicates Parsed to extract the message ID (ISO 20022) or message reference (MT) Renamed to provide an easy and consistent reference for your customers The customers will only see the valid messages. Invalid messages and duplicate messages will not be visible. You, or anyone within your group, can check, search, edit, delete, or download messages from the sample messages. Related information See Browse Sample Messages Check the Coverage of your Sample Messages The coverage analysis is used to assess the completeness of your sample messages. It allows you to check if the valid sample messages cover every field, sub-field, or code value in the message. The coverage analysis on sample messages can only be used by portal publishers. 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal for which you want to add sample messages and select Go to the Portal. 4. You are redirected to the portal. Click Action and select Sample messages. 5. From the Sample messages window, click See coverage. 02 February

114 How to Manage Portals [Portal Publisher] Related information The coverage analysis indicates how many times the field has been referenced by the collection of sample messages. If a given field is covered 5 times by a single instance (in a repetitive sequence for example), then the coverage analysis will indicate 5 in the Number of occurrences column. The coverage icons have the following meaning: Green: the element and all it sub-parts are covered Orange: at least one of the sub-parts of the element is not covered Red: the element is not present in message samples See View the Coverage Analysis Report for Valid Message Publish a Portal Publish the Portal to an Existing Community 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal that you want to publish and select Publish. 4. Select the Publish to an existing Community tab. 5. Select the appropriate communities from the list or search for a community in the search area. If the usage guidelines in the portal are not properly shared with the community, the platform will propose to automatically do so. 6. Click the Publish portal button. 7. The new portal is published and appears with the Published status under the My Portals tab. The system sends a notification to the contact person once the portal has been published. 02 February

115 How to Manage Portals [Portal Publisher] Publish the Portal to a New Community 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal that you want to publish and select Publish. 4. Select the Publish to an existing Community tab. Fill in a name and a description for this community. Customers will not see this description. 5. Specify which users are part of the community and click Add Users to List. If the user is a registered user, the user is added under the Registered Users column. If the user is not a registered user, the user is added under the Unregistered Users column. 6. Click Invite Unregistered Users if you want to invite the user to register to MyStandards. The system automatically sends an invitation to the user. 7. When you have filled in all necessary information, click the Publish portal button. 02 February

116 How to Manage Portals [Portal Publisher] 14.9 Close a Portal The system sends a notification to the contact person once the portal has been published. 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the portal that you want to close and select Close. 4. In the Info window that appears, click Yes Delete a Portal Prerequisites The portal is closed and appears with the Closed status under the My Portals tab. The system sends an notification to the contact person and the customers. The customer will no longer be able to perform tests using this portal. No more modifications are possible. The portal can be consulted in read-only mode. If you click No, no changes are applied and the portal keeps the same status. The portal must be closed before you can delete it. 2. In the My Group page that appears, select Readiness Portal. 3. From the My Portals tab, click Action at the right side of the closed portal that you want to delete and select Delete. 02 February

117 How to Manage Portals [Portal Publisher] 4. In the Info window that appears, click Yes. The portal is deleted and disappears from the My Portals tab. The system sends an notification to the contact person and the customers. You and your customers will no longer be able to test or consult the results. A deleted portal cannot be re-activated. If you click No, no changes are applied and the portal keeps the same status. 02 February