Quick Start Guide
Hello and Welcome to Reltio! The following information will help you get started on your journey to Be Right Faster.
By now, you must have received the Reltio Asset Sheet listing the Reltio assets provisioned for you.
What comes with your Subscription
- Production-ready PROD tenant
- DEV tenant
- TEST tenant
Use your Asset Sheet to understand what has been provisioned for you, and get started on your way to value with the Reltio Connected Data Platform.
Customer Account ID
This is the internal identifier for your account. Please use this ID or a specific tenant ID when submitting support tickets.
Geographic Region of Tenants
This is the geographic region within which your Reltio tenants have been provisioned and where your organization’s data will reside.
Reltio Solution Applied to your Tenants
Your DEV, TEST and PROD Master Data Management (MDM) tenants and their accompanying Reference Data Management (RDM) tenants are pre-configured to closely support your business requirements. The Reltio Platform is configured for your industry-specific entity types, relationship types, reference data and match rules. This strategy serves as an accelerator to deliver greater value faster.
Your MDM DEV tenant is prepopulated with a small set of sample records that help demonstrate the use of the platform’s model. You can choose to delete them.
Countries for Address Cleanse
Reltio provides address cleansing as an intrinsic capability. The actual geographies for which cleansing is enabled is part of your license contract and specified here. The Address Cleanser uses the Default Country if an address passed to the cleanser fails to provide a country. For any changes needed, open a support ticket.
Connectors Installed
Reltio provides connectors to 3rd party applications to accelerate the integration and value of Reltio with other applications. If you licensed any connectors from Reltio, they are listed here.
Dun & Bradstreet Connector
If you licensed Reltio’s Dun & Bradstreet connector, you can manually get real-time matches and enrichment from Dun & Bradstreet for individual account records. You can also automatically send batches of records to Dun & Bradstreet for enrichment and matching. Both modes of operation will provide the “corporate upward linkage” the Parent/HQ, the Domestic Ultimate and the Global Ultimate organizations will be returned from Dun & Bradstreet and will be linked to the original record sent for enrichment.
Salesforce Connector
Salesforce (salesforce.com, or SFDC) is a CRM platform used for customer relationship management solutions. Salesforce Connector provides integration between Reltio Platform and Salesforce-based solutions such as Veeva leveraging the capabilities of the Salesforce platform.
The major use cases for utilizing Salesforce Connector are:
- Bi-directional Synchronization
- Seamlessly synchronize Add, Update, Delete, Merge, and Unmerge between MDM and Salesforce to improve consistency of data
- Manage affiliations/relationship Add, Update, and Delete across MDM and Salesforce
- Search Before Create
- Powerful three-step search process embedded directly in Salesforce to improve productivity and reduce the introduction of duplicates
Data Tenants Subscribed
Data Tenants are pre-configured and pre-populated to provide popular industry-specific, 3rd party data for enrichment to your tenants. If you licensed any Data Tenants, your DEV, TEST and PROD tenants are already subscribed to them. See Subscribe to third-party DaaS datasets for additional information about Data Tenants and Data Tenant Subscription Service (DTSS).
Customer Administrator
- A business user is a user that your Customer Admin will create and give certain business-oriented roles to, depending on how you plan to use the Reltio solution.
- A Tenant Admin is a user the Customer Admin will create and then give the role of ROLE_ADMIN_TENANT. The Tenant Admin has access to the configuration API, and can make configuration changes using the Reltio Console as can the Customer Admin. These individuals can also use the configuration API to make configuration changes.
- A Customer Admin can log into any of the tenants registered to your Customer Account. Locate the URL of any of these tenants, enter it into your browser, enter the username and password listed. Alternatively, you can log into Console, see your registered tenants and click the link to log directly into a tenant.
See Setting Up Additional Users for detailed instructions.
Console URL
The Reltio Console is used by the Customer Administrators and Tenant Administrators. It is typically used for activities such as managing your platform’s configuration, environment, and performing exports, creating Workflows and checking the operational health of your tenants.
At the prompt, enter the tenant ID of your DEV, TEST or PROD MDM tenants. For example, “QyqSCp5r8gMwFYL” found in the URL of the tenant.
The Reference Data Management tenants are managed from a separate RDM console. See RDM URL for more information.
See Console for more information.
Data Science Information
If you have licensed Data Science, the following assets are included:
Data Science Usage
Through the Console you can track the node hours and storage usage related to the Reltio IQ Connector.
MDM - Tenant Info
- DEV tenant where you will develop/modify new configurations
- TEST tenant where you will test your configuration will a volume of data and various accessories (for example, integrations) that mimic your production tenant
- PROD tenant where you will deploy the configuration.
This section of your Assets Sheet provides the details of each tenant, the tenant’s associated queue, and RDM tenant.
Often during development cycles you will find it necessary to copy your PROD tenant to your TEST tenant, then apply a new configuration from your DEV tenant to your TEST tenant. Performing this copy is part of your entitlement and can be accomplished by filing a support ticket. Typical entitlement for this service is one copy per month. Only the Customer Admin can request this service.
Name for Tenant
Your new tenant is given a default name which appears in the top right corner of the HUB after you log into the tenant. You can easily modify the tenant name via an API call. See Set tenant name section of the Reltio API documentation.
Record Capacity for Tenant
You are entitled to a capacity of 200,000 records in your DEV tenant. Your TEST tenants are entitled to the same volume as your PROD tenant.
MDM Tenant URLs
MDM Tenant UI URL - This is the MDM tenant’s primary URL. Business users will use the URL provided in the section associated with your PROD tenant. Customer Admins and Tenant Admins will often additionally log into the MDM DEV and MDM TEST tenants for various purposes. (“MDM” is used to distinguish these tenants from your RDM tenant, described below).
If you have access to the Console (see section on Console), then you can also log into your tenants via the console by clicking on the hyperlinked tenant URL in a drop down box.
MDM Tenant API URL - When accessing your tenant programmatically from a calling application, use the API version of the tenant’s URL.
MDM tenant auth URL - When a calling application wishes to make an API call to the tenant, it must obtain a token using the auth URL shown. Refer to the Authentication API documentation for more information.
MDM Tenant SQS Queue Info
Your tenant may have been provisioned with an AWS SQS queue, or a GCP Pub/Sub queue. If the former then the following information has been provided in your Asset Sheet. It provides the details of the queue that has been provisioned and linked to the tenant listed in the same section. To access the queue, a calling application or client needs only the queue name and set of keys.
The SQS queues are disabled at the time you receive this information. To enable a queue, open a support ticket.
MDM Tenant SQS Queue Name - Provides the name of the queue
MDM Tenant SQS Queue URL - Provides the URL of the queue
AWS Access Key and AWS Secret Key - Provides the keys for the queue
MDM Tenant, GCP Pub/Sub Info
Your tenant may have been provisioned with an AWS SQS queue, or a GCP Pub/Sub queue. If the latter then the following information has been provided in your Asset Sheet. It provides the details of the Pub/Sub component provisioned and linked to the tenant listed in the same section. To access the Pub/Sub, a calling application or client needs only the Project ID, Subscription Name and Private key ID JSON file.
The Pub/Sub queues are disabled at the time you receive this information. To enable a Pub/Sub queue, open a support ticket.
MDM Tenant Pub/Sub Project ID - Provides the Pub/Sub Project ID
MDM Tenant Pub/Sub Subscription Name - Provides the Pub/Sub Subscription Name
Google Private key ID - Provides the Pub/Sub Private key. Example: "d91………………………………...z77"
Reference Data Management Tenant Information
Each of the MDM tenants provisioned for you has been linked to a supporting Reference Data Management tenant which has been prepopulated with industry specific reference data supportive of the Reltio Platform used to preconfigure your MDM tenants. If you wish to modify these associations, know that the association of an MDM tenant with an RDM tenant has been performed via the L3 configuration of the MDM tenant. Using this approach the MDM tenant can reference one and only one RDM tenant, but multiple MDM tenants can reference and thus be associated with the same RDM tenant. If you require your MDM tenant to utilize more than one RDM tenant simultaneously, you must remove the RDM reference from your L3 configuration, and instead file a ticket with Reltio Support. k
Additional Reference Data Management information can be found at: Reference Data Management (RDM)
Reference Data Management Tenant ID - This is the unique identifier for the RDM tenant. When logging into the RDM Console at RDM UI URL (see below), use this identifier at the prompt.
Reference Data Management UI URL - Use this URL to access the RDM Tenant Console. Typically rdm.reltio.com
Reference Data Management tenant Auth URL - When a calling application wishes to make an API call to the RDM tenant, it must obtain a token using the RDM tenant auth URL shown. Refer to the Authentication API documentation for more information.
Reference Data Management API URL - API endpoint, for applications wishing to make API calls to the Reference Data Management tenant.
Setting up Additional Users
Only a person given the role of Customer Admin has the permission to create additional users. Typically it will be important to create one or more Tenant Admins and a collection of business users. The Tenant Admin role can perform tenant configuration. The business user role will be utilized by data stewards and people within the business units that need to access/edit/enter data. If you intend to create numerous user accounts then it probably makes sense to define a Group with the proper roles in it, then add that Group to each User Account you create.
Log into Console and navigate to the User Management application. Follow the guidance provided in the Reltio Documentation portal. For either type of user, plan to add the following 3 roles: ROLE_USER, ROLE_API, ROLE_UI_ALL.
If creating a Tenant Admin, you must additionally add the following role to the User Account: ROLE_ADMIN_TENANT.
Setting up a User Profile to Represent a Process
An example of an acceptable username for this is “sys-admin-process100”. For the email field, you will need a classically formatted email address however and email addresses must be unique to each profile. A common strategy for complying with this and enabling a human user to receive email notifications triggered potentially by an action taken by the logged-in process, is to create an enumerated email address for a real user and instantiating that email address in your corporate email server as an alias of the human user’s real email address. For example, if John Smith should receive email notifications on behalf of the process “sys-admin-process1”, then the email address given to the profile for sys-admin-process1 could be john.smith1@acme.com. And the email administrator of your company must set up john.smith1@acme.com as an alias for john.smith@acme.com. Example below:
It is recommended that you have more than one Customer Admin established for backup purposes as Reltio’s best practice is for the customer to control all user access.
Engaging with Reltio
This section provides resources for engaging with Reltio as you become familiar with your licensed assets and the Reltio platform.
Reltio Documentation - Many questions can be answered from our documentation at https://docs.reltio.com.
How to use Reltio Technical Support
- Report an Issue
- Ask a Question
- Request a Technical Task
- Suggest a new feature or Enhancement
- Contribute Content
There are generally two ways to file a support request as follows:
From HUB - If you are using the Reltio Connected Customer 360, you will see a button in the bottom right corner of the screen called Send Feedback. This is the easiest way to file a support ticket and is particularly efficient when Reporting an Issue because all of the relevant info about your current circumstance is included automatically in the ticket.
Log into Reltio Support - The Customer Admin or designated contacts can visit Reltio Support and use their tenant credentials to log in and submit a ticket.
Designated Contacts
Designated Contacts are the persons within your organization designated as Customer Admin and/or Break/Fix contacts. At the time your Assets was created, Reltio received a set of names your organization identified for these roles, and they have been documented within our system as the designated contacts. Only designated contacts within your organization must be submitting support requests to Reltio. Either a Customer Admin or a Break/Fix contact can submit a ticket that reports a bug or trouble with a feature. However, if you wish something invasive to be done to your tenants (For example, “copy my prod tenant to my test tenant”), then we will perform that invasive action ONLY if submitted by a Customer Admin.
Your support plan with Reltio indicates how many designated contacts you are entitled. Feel free to identify others whom you wish to designate up to the level of your support plan. Make Reltio Support aware of the names and email addresses of those individuals by submitting a support ticket with that information. Your Designated Contacts is the sum of your Customer Admins and Break/Fix persons and may not exceed the numbers shown below.
Support Plan | Number of Designated Contacts |
---|---|
Standard | Up to 4 (per prod tenant) |
Premier | Up to 8 (per prod tenant) |
Concierge | Up to 12 (per prod tenant) |
The tickets that Non-Designated Contacts opened will be closed automatically, and the person who opened the ticket will receive an email with the following message:
Hello,
Thank you for contacting Reltio Customer Engineering. Your ticket has been automatically closed because you're not listed as a designated contact for your organization. To log in a ticket, please reach out to the account designated contact or customer admin.
Kind Regards,
Reltio
Outage and Security Contacts
In addition to the Designated Contacts which are used for support purposes, Reltio also keeps on file the names of persons for the following purposes:
Outage Contact: These are the persons Reltio may contact proactively if your system becomes inactive or encounters any other problematic behavior.
Security Contact: These are the persons Reltio will contact proactively if Reltio Cloud experiences a security breach.
How to log into Reltio Support
As the Customer Admin and/or Break/Fix contact named in the Asset Sheet sent to you, you must be able to log into Reltio Support using the same credentials (username and password) as you would use when logging into a Reltio tenant. Once completed, you must plan to use the Reltio Login page to change your password. In this configuration of your solution wherein SSO is not being utilized, your Reltio tenant credentials will continue to serve as the credentials you use for logging into Reltio Support.
More information can be found at http://www.reltio.com/support
Logging into Reltio Support with SSO (Single Sign-on)
If you are a Customer Admin or Break/Fix contact, and during implementation of your Reltio solution your organization has elected to utilize SSO for logging into Reltio tenants, then the credentials you last used for logging into Reltio Support (see previous section) will continue to work, even though it is likely that your credentials for logging into a tenant will change due to the SSO implementation. Plan to store both sets of credentials and use them accordingly.
Changes to your Designated Contacts
As mentioned, your support plan articulates how many Designated Contacts you may have for your subscription. You may change who these people are as long as the number of Designated Contacts doesn’t exceed your entitlement. To make a change to the identified persons for these roles, a current Customer Admin must submit a ticket to Reltio Support notifying us of the change.
If your implementation is not SSO-enabled, Reltio support will make the change which generally means that the person will be given a user account in the Reltio Cloud and sent a set of credentials. The person can then access the Reltio Support site, Reltio Documentation portal, and can be given access to tenants by the Customer Admin.
If your implementation is SSO-enabled, Reltio support will make the change which generally means that the person will be given a set of credentials for logging into the Reltio Support site and the Reltio Documentation portal. Any access the person needs to actual tenants will be managed through the SSO system within your solution.
Your Customer Success Manager
Reltio has a dedicated Customer Success Team to ensure our customers are consistently realizing measurable value with a superior customer experience.
Customer Success team will be involved throughout your customer lifecycle, working as your advocate and trusted advisor. Your Customer Success Manager may have already reached out and introduced himself.
Your Account Executive
Your Account Executive works closely with you and the Customer Success team throughout your customer lifecycle managing the ongoing business and commercial relationship between you and Reltio.
We hope this information is helpful in getting you started quickly with Reltio Connected Data Platform. Please contact the Reltio Support or your Customer Service Manager or designated contact for any queries.