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Merlin Partner User Guide

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Merlin Partner User Guide Merlin Partner User Guide Merlin - Version 1.18 Enterprise Europe Network 2 Merlin User Guide - updated 28 April 2015 Table of contents 1. Introduction 9 About Merlin 9 About this guide 9 Accessing Merlin 10 Merlin Logout 10 Browser Optimisation 11 What if I need help? 11 Icon Legend 11 Navigating Merlin 12 Exporting your Content 13 The Dashboards 13 Using the Filters 15 Clear Filters 16 Working with Technology, Market and NACE Keywords 17 When should I use different levels of keywords? 17 How do I select keywords in Merlin? 18 Where can I find a current list of Technology, Market and NACE keywords? 18 Who to Contact 18 Feedback 19 2. Change History 21 New features 21 Changes that impact your work 21 Features under development 21 3. Managing Profiles 23 Profile Workflow Overview 23 Profile creation 24 Internal Review Process 24 External Review Process 24 Blocking Scores 25 Enterprise Europe Network Profile expiry date 25 My Profiles Dashboard 25 Create a new profile 27 Review a profile 29 Edit a Draft profile 32 My Expired Profiles Dashboard 32 Modifying profile deadlines 33 Delete a profile 34 Archive a profile 35 Change your external reviewer status 35 Update your external reviewer information 36 Resign as an external reviewer 37 Reassign Profiles 38 4. Disseminating Profiles 39 Profile Search - Intranet 39 Intranet Simple Search 39 Intranet Advanced Search 40 Profile Search - Internet 43 Export Profiles 43 Export a Single Profile 43 Export All Profiles From Search Results 45 Merlin POD Web Service 45 5. Managing Clients and Queries 47 Client Management 47 Add New Client 47 Edit Client Information 48 Approve Pending Clients 48 Reassign a Client 49 Reassign all approved clients 50 Query Management 51 Managing Queries 51 Create a client query 52 View Approved Client Queries 53 Edit Approved Client Queries 54 View Pending Queries 54 Edit Pending Queries 55 Create a Partner Query 56 Edit a Partner Query 58 Preview a Partner Query 59 Delete a Partner Query 60 Share a query 60 Stakeholder Management 61 Add a new Stakeholder 61 Edit a Stakeholder 62 Delete a Stakeholder 63 4 Merlin User Guide - updated 28 April 2015 6. Managing Expressions of Interest 65 Expression of Interest - Management Dashboard 65 Expression of Interest -Management Dashboard Table Definitions 67 EOIs made by Local Clients 67 EOIs made by My Organisation 67 My Archived EOIs 68 EOIs Received 68 EOIs Awaiting Other Partner Action 69 Archived EOIs for My Profiles 69 Make an EOI as a Client 70 Make an EOI as a Partner 71 Make an EOI on behalf of a client: 71 Follow-up on a client EOI 71 Reject a Client EOI 72 View and update Expression of Interest status 74 Reassign Expressions of Interest 74 7. Embedding Merlin in Your Website 77 What is a widget? 77 Why should I embed Merlin in my website? 78 How can I embed Merlin in my website? 78 Add Merlin search window to your website 78 Add Merlin embedded window to register and/or connect from the Partner website 79 Add Merlin Stakeholder Widget to your Website 79 8. POD Web Service and POD XML 81 Version 81 Intended audience 81 What are POD Web Service and POD XML? 81 Prerequisites for using the POD Web Service 81 Need help? 81 9. POD Web Service System Overview 83 10. Using the POD Web Service 85 Setting up a client system 85 Accessing the POD Web service 85 Using the web service 85 11. POD Web Service Data Model 87 GetProfiles 87 Data structure for SOAP 87 Input parameters 87 Output parameters 87 5 Enterprise Europe Network Data structure for REST 87 Input parameters 87 Output parameters 88 SaveProfile 88 Data structure 88 Input parameters 88 Output parameters 88 12. POD Web Service Reference Data 89 Requesting profiles 89 Inserting a profile 90 Type and Size of Client 91 13. POD Sample Client 103 Retrieving profiles from Merlin 104 Inserting profiles in Merlin 105 14. Managing Events 109 Before you start 109 Event eligibility 109 Types of events 109 Special conditions for brokerage events (BE) and company missions (CM) 110 Who can organise a BE or a CM? 110 Participation fees 110 My Events - Dashboard 110 Creating an event 112 Event details 113 Agenda & registration 115 Location 116 Hotel list 117 Event Validation Procedure 118 Searching Events 119 Event Simple Search 119 Edit an Event 120 Event Registration 121 Event Registration from Intranet 121 Event Registration from Internet 122 View Event Participants 122 Approve / Reject Participant Registration for Events 123 View Event Participant Statistics 125 Export Event Participants List 125 6 Merlin User Guide - updated 28 April 2015 Print Event Participant List 127 Cancel an Event 129 The Events Calendar 129 Reassign All Upcoming Events 131 Reassign a Single Event 131 Co-organised Events Dashboard 131 Registered Events Dashboard 132 Exporting Events 132 Export an Event 132 Export Multiple Events 133 Export multiple events from search results 133 Export multiple events from the Events Calendar 134 Managing Event Feedback 134 Feedback form for BE and CM 134 Viewing the Feedback Report 137 15. Managing Achievements 139 About Partnership Agreements 139 Types of Partnership Agreements 140 Types of Business PAs 140 Types of Technology PAs 140 Licensing Agreement 140 Technical Cooperation 140 Joint Venture 141 Commercial Agreement with Technical Assistance 141 Manufacturing Agreement (Subcontracting & Co-contracting) 141 Agreements which should not be reported as Technology PAs 142 Agency/Distribution Agreements 142 EUREKA & CRAFT 142 Types of Research PAs 142 About Advisory Service Outcomes (ASO) 142 How is an ASO different from a PA? 142 Eligibility of Advisory Service Outcomes 143 My Achievements Dashboard 143 Registering an achievement 145 Partners’ roles 145 Register a PA 146 Details 147 Clients 147 Other partners involved 147 PA Source 148 Report 148 Call 148 PA Email Notifications 148 Registering an ASO 149 To register an ASO, complete the steps described below. 149 Details 150 Clients 150 7 Enterprise Europe Network Other Partners Involved 150 Report 150 ASO email notifications 151 Statement Letters 151 Achievement Review 151 Deleting an achievement 151 Resigning from an achievement 151 Exporting Achievements 152 New Section 152 Applying Heading 152 16. Sector Groups 153 About Sector Groups 153 Sector Group Roles and Responsibilities 153 My Sector Groups Dashboard 154 Sector Group Membership 155 Joining a Sector Group 155 Viewing your membership details 156 Resigning from a Sector Group 157 SG Email notifications 157 Sector Group Management Dashboard (SG Chairs Only) 158 Approving membership applications 159 Putting membership applications on hold 159 Approving resignations 160 16. Account Management 161 Forgot My Password / Reactivate My Account 161 Account Rules 161 My User Profile 162 A Note about Data Protection 163 Email Addresses 163 Edit My Profile 164 Change My Password 165 Appendix A: Market keywords 167 Appendix B: Technology keywords 179 Appendix C: NACE keywords 193 8 Merlin User Guide - updated April 28, 2015 1. Introduction About Merlin Merlin is the software tool that will assist you, as a member of the Enterprise Europe Network (EEN), in performing your daily activities related to the partnering and networking process. It offers the possibility to create, publish and promote profiles, events, EOIs, and Partnership Agreements, as well to join sector groups and communicate with other EEN colleagues in a single, user-friendly framework. Merlin is made of three large components: • The intranet • The partnering tools • The forums (there is a separate guide for this section) The term Merlin is also often used to refer only to the partnering tools. About this guide This document provides instructions for using the partnering functionality available in Merlin. The following features are covered: Managing Profiles • Profile creation • Profile management (internal review, external review, edit and delete) Disseminating Profiles • Searching Profiles • Client Management (Add and edit clients via intranet) • Managing Queries (Create, edit and view queries and query types) Managing Expressions of Interest • Making Expressions of Interest • Subscribing to updates from the Network Embedding Merlin in Your Website • Why should I embed Merlin on my site? • How can I embed Merlin on my website? POD Web Service and POD XML • Retrieving profiles from Merlin into the local system • Inserting draft profiles in Merlin Introduction 9 Enterprise Europe Network Managing Events • Creating an Event • Registering for an event • Managing Participants • Managing Event Feedback for CM and BE Account Management • Forgotten Password / Account Reactivation • Editing My Own Data Managing Achievements • Creating an achievement • Resigning from an achievement • Exporting achievements Sector Groups • Joining a Sector Group • Leaving a Sector group • Managing Sector Group membership as Chair Accessing Merlin To access Merlin for the first time, click the link in the email that was sent to you when your account was created and change your password. For all subsequent log ins you can simply enter your username and password on the intranet homepage (http:// een.ec.europa.eu/my) to sign in to Merlin. Once you have logged in from the intranet page, you are automatically logged into the forums and the partnering tools. If you want to access Merlin from the EEN public website (http://een.ec.europa.eu), click Members’ corner button in the top right corner of the page, then use your credentials to sign in. Merlin Logout To logout of Merlin click the Logout button located in the top section of the page (the exact location of this button differs slightly depending on the section of the Members’ corner you are browsing): Note: Any unsaved work that you have open will not be saved when you log out. Please remember to save a draft of your work at regular intervals to ensure that you do not unintentionally lose your work.
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