CA Cloud Service Delivery Platform

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1 CA Cloud Service Delivery Platform Manage Users Release 1.1

2 This Documentation, which includes embedded help systems and electronically distributed materials, (hereinafter referred to as the Documentation ) is for your informational purposes only and is subject to change or withdrawal by CA at any time. This Documentation is proprietary information of CA and may not be copied, transferred, reproduced, disclosed, modified or duplicated, in whole or in part, without the prior written consent of CA. If you are a licensed user of the software product(s) addressed in the Documentation, you may print or otherwise make available a reasonable number of copies of the Documentation for internal use by you and your employees in connection with that software, provided that all CA copyright notices and legends are affixed to each reproduced copy. The right to print or otherwise make available copies of the Documentation is limited to the period during which the applicable license for such software remains in full force and effect. Should the license terminate for any reason, it is your responsibility to certify in writing to CA that all copies and partial copies of the Documentation have been returned to CA or destroyed. TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENTATION AS IS WITHOUT WARRANTY OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. IN NO EVENT WILL CA BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY LOSS OR DAMAGE, DIRECT OR INDIRECT, FROM THE USE OF THIS DOCUMENTATION, INCLUDING WITHOUT LIMITATION, LOST PROFITS, LOST INVESTMENT, BUSINESS INTERRUPTION, GOODWILL, OR LOST DATA, EVEN IF CA IS EXPRESSLY ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE. The use of any software product referenced in the Documentation is governed by the applicable license agreement and such license agreement is not modified in any way by the terms of this notice. The manufacturer of this Documentation is CA. Provided with Restricted Rights. Use, duplication or disclosure by the United States Government is subject to the restrictions set forth in FAR Sections , , and (c)(1) - (2) and DFARS Section (b)(3), as applicable, or their successors. Copyright 2014 CA. All rights reserved. All trademarks, trade names, service marks, and logos referenced herein belong to their respective companies.

3 Contact CA Technologies Contact CA Support For your convenience, CA Technologies provides one site where you can access the information that you need for your Home Office, Small Business, and Enterprise CA Technologies products. At you can access the following resources: Online and telephone contact information for technical assistance and customer services Information about user communities and forums Product and documentation downloads CA Support policies and guidelines Other helpful resources appropriate for your product Providing Feedback About Product Documentation If you have comments or questions about CA Technologies product documentation, you can send a message to To provide feedback about CA Technologies product documentation, complete our short customer survey which is available on the CA Support website at

4 CA Technologies Product References This documentation set references the following products that constitute the CA Cloud Service Delivery Platform. Foundation Products: CA Service Catalog CA Business Intelligence CA Embedded Entitlements Manager (CA EEM) CA Process Automation CA SiteMinder CA Service Desk Manager (CA SDM) Monitoring Service Products: CA Service Operations Insight CA Spectrum CA Nimsoft Monitor

5 Contents Chapter 1: Manage Users 7 Add MaaS Users... 7 Upload Users in Bulk... 8 Assign Roles... 9 Contents 5

6

7 Chapter 1: Manage Users When a service provider administrator onboards a tenant, the service provider administrator also creates a primary user (default customer administrator). The customer administrators can then onboard and manage users and services within their organization. Users are added to the service and assigned roles that define their access levels. Add MaaS Users You add users to the services that they are entitled to, and assign user roles that define their access levels. By default, only the service provider administrator has rights to perform the following tasks: Onboard the customers and users. Maintain a user profile (other than their own). Assign user roles. To add users, modify their roles, or upgrade some of them to administrators, use the service portal User Management option. Follow these steps: 1. Log in to the service portal. 2. Click Requests, User Management, Manage Users. 3. Select one of the following options: Add Platform User Adds a user who can access only the service portal but does not have access to any of the services until the role is modified. Add User Adds a user who can access the default services that the customer administrator provides. Bulk Upload Users Adds multiple platform users on behalf of the customer. You can assign a role to each of the users that you have added through the Modify User Roles form. 4. Complete the form with the necessary information and click Submit. The form is submitted. You receive an notification with a link that directs you to CA Process Automation. You process the request and receive a confirmation that the request is processed. Chapter 1: Manage Users 7

8 Upload Users in Bulk Upload Users in Bulk You create an XML user file to add multiple users for a customer. The XML file lets you upload users in bulk. All the users added in bulk are CSDP platform users. The customer administrator must modify the roles for each user to provide them access to the services. When creating the XML file, use the following guidelines: All fields are mandatory. The first name and last name fields contains only alphabetical characters. A space can be used only between two words in the first name. The address must be in the format of The address must contain only alphanumeric characters, underscores, and periods. Follow these steps: 1. Prepare your XML user file according to the following example: <?xml version="1.0" encoding="utf-8"?> <users> <user> <first_name>firstname</first_name> <last_name>lastname</last_name> </user> <user> <first_name>jane</first_name> <last_name>smith</last_name> </user> </users> 2. Log in to the service portal. Note: To request Upload Users in Bulk, use the URL: and log in to the service portal. 3. Click Requests, User Management, Manage Users, Upload Users in Bulk. 8 Manage Users

9 Assign Roles 4. Select a tenant from the drop-down list. 5. Click Attach File. Note: The service portal does not support the attach file task in Internet Explorer 8 (IE8) or lower browser. To enable the IE8 browser, perform the following steps: a. Open the IE8 browser and click Tools, Internet Options. b. Click the Security tab and then click Custom level. c. Navigate to ActiveX controls and plug-ins, and click the option Enable, for Initialize and script ActiveX controls not marked as safe for scripting. d. Click OK. The Attachments page opens. 6. Click Browse, select the XML user file for upload, and then click Close. 7. Click Submit on the Manage Users form. Users from the XML file are added. Assign Roles You add users to the service and assign user roles that define their access levels. The service portal centralizes and automates monitoring requests and services. The user roles and their responsibilities are: Customer Administrator Browse the catalog, order services and view the status. Use the service. View service performance management and service level agreement reports and dashboards. Customer End User Browse the catalog, order services and view the status. Use the service. Chapter 1: Manage Users 9

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