Oracle Utilities Work and Asset Cloud Service End-User Provisioning Guide

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1 Oracle Utilities Work and Asset Cloud Service End-User Provisioning Guide Release SP 1 E February 2017

2 Oracle Utilities Work and Asset Cloud Service Release SP 1 End-User Provisioning Guide Copyright 2017 Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/ or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

3 Contents Oracle Utilities Work and Asset Cloud Service End-User Provisioning... 1 Logging into Oracle Identity Manager for the First Time... 1 Managing Users in Oracle Identity Manager... 2 Understanding User Groups and Template Users... 2 Creating and Managing Users... 2 Accessing Analytics... 5 Contents - 1

4 Oracle Utilities Work and Asset Cloud Service End-User Provisioning This guide provides the instructions to be used by the super-user to add/change/delete other client users in their implementation. For more information, please refer to the most current version of the Fusion Middleware User s Guide for Oracle Identity Manager at This guide includes: Logging into Oracle Identity Manager for the First Time Managing Users in Oracle Identity Manager Accessing Analytics Logging into Oracle Identity Manager for the First Time The super-user can log into Oracle Identity Manager (OIM) for the first time by following the procedure below: 1. Log into the Oracle Identity Manager application with the URL and the Userid / password provided. The URL may need to be appended with /identity. 2. Change the password when prompted. Note the password requirements on the screen. 3. Answer the security questions when prompted. If you need access to Oracle Utilities Work and Asset Cloud Service, then you need to give yourself a role of cisuser and add resources to yourself as described in the following sections. Oracle Utilities Work and Asset Cloud Service End-User Provisioning - 1

5 Managing Users in Oracle Identity Manager Managing Users in Oracle Identity Manager This section provides the procedure to create an Oracle Utilities Work and Asset Cloud Service user in Oracle Identify Manager (OIM). Understanding User Groups and Template Users The easiest way to create a user is to copy a Template User that has been set up in Oracle Utilities Work and Asset Management or Oracle Utilities Operational Device Management. The Template User defaults the user s display profile code, language, user groups (which dictates their access), default home screen, etc. When a template user is linked to a "real" user, the real user's preferences are inherited from the "template" user and the "real" user cannot change their preferences. Your implementation must first create template users as appropriate for your business, such as administrators, planners, buyers, crew members and employees, etc. Once user templates are created you can select them when creating a new user. Refer to the Administrative User s Guide under the Oracle Identity Manager Integration section for information on setting up Template Users. Creating and Managing Users Follow the procedure in this section to create Oracle Utilities Work and Asset Cloud Service users. You must create the user in each of the environments (development, QA, and production), as needed. Oracle recommends that at the beginning of the implementation, only the users needed for the development environment are set up. When ready to start QA testing, the users can be added to the QA environment, and then to the production environment. Creating and managing users in OIM involves the following: Initial User Creation Requesting Accounts Creating a User With User Groups Creating a User With User Templates Locking, Disabling or Deleting Users in Oracle Identity Manager Initial User Creation Complete the following procedure to create new users. 1. Log into the Oracle Identify Manager application with the URL and Userid/ password provided. 2. Click Users under Administration on the left side of the page. This launches the Search Users page. 3. Click Create. 4. Enter the required fields to create a user according to your business practices. Required fields are denoted with an asterisk (*). The User Logon and Password fields create the user login credentials. Organization - Click the Search icon and select Cloud Client Users for client users and Oracle Users for Oracle Consultants that will be working on the implementation. Oracle Utilities Work and Asset Cloud Service End-User Provisioning - 2

6 Managing Users in Oracle Identity Manager Note: Oracle Users should not be granted access to client production environments. User Type: Select the appropriate user type for this user; this information is not required by the application, but is required by Oracle Identify Manager so any value may be selected. 5. Click Submit. The system displays a message that the user has been successfully created. The User Details page is displayed. 6. Navigate to the Attributes tab and review the Display Name field that is generated and make changes if needed. Requesting Accounts Complete the following procedure to request user accounts. 1. Navigate to the Accounts tab and click Request Accounts. The Catalog tab appears. 2. Select the Catalog Item (also called Resource) that corresponds to the environment (Development, QA, or Production) for this user and whether you are creating the user with User Groups (Catalog Items ending with _UG ) or a User Template (Catalog Items ending with _UT ). See Understanding User Groups and Template Users section for more information. 3. In the example below we are creating a user with User Groups, so we select a Catalog Item with _UG and click Add to Cart. The system displays the message, Item added to Cart 4. Click Checkout. The Catalog Details page is displayed. 5. Click Add to add the user groups. Creating a User With User Groups Complete the following procedure to add User Groups for this user. The User Groups indicated here match those that are delivered as default with the application: ALL_SERVICES used only for Development. WAM_SERVICES used for team leaders that access the CDI in read-only mode ODM_SERVICES used for people that only have access to the application through the BI (Analytics tool) for purposes of viewing details on a drill back from BI. 1. Enter the appropriate User Group and a future date in expirationdate field. 2. Add more user groups as needed. 3. Click Ready to Submit. 4. Click Submit. 5. The Cart Details page displays a success message. You can close the Catalog tab by click on the X next to it. 6. The User Details page is displayed again. Click Refresh. Oracle Utilities Work and Asset Cloud Service End-User Provisioning - 3

7 Managing Users in Oracle Identity Manager This page displays the results of the account creation. 7. Confirm that the Task Status is Provisioned. If instead the Task Status is displayed as Provisioning then the user was not added. In this scenario, navigate to the Administration/Open Tasks menu item on the left. Look for the process for your user and date, and Open it. It provides additional details about the error. Contact the UGBU Cloud Engineering team to resolve this issue. 8. Test to make sure the new user can log on to the application and has the correct User Group. 9. Close the User Details tab and exit the Oracle Identify Manager application. Creating a User With User Templates As mentioned previously in Understanding User Groups and Template Users you have the option of creating users using templates. To do this, select the previously created catalog items for the template users. A best practice would be to create these items with _UT so that they are easy to distinguish in the catalog list. 1. Select a user template from the catalog and select Add to Cart. The system displays the message Item added to Cart. 2. Click Checkout. The Catalog Details page is displayed. 3. In the Template field, enter the name of the User Template you want to use for this user; all of the information on the User Template will be copied to this user. 4. Click Ready to Submit. 5. Click Submit. The rest of the procedure is the same as creating a user with a user group. Please refer to the corresponding steps in the Creating a User With User Groups procedure above. Locking, Disabling or Deleting Users in Oracle Identity Manager This section provides information on how to lock, disable or delete users. 1. Log into the Oracle Identify Manager application with URL and userid/password provided. 2. In Administration, search for the user. 3. The following options are available: Lock Account: The user can no longer log into the application; however the user record is still available in the application and the user can be unlocked in Oracle Identify Manager at a future date. Disable User: The user can no longer log into the application; the user record is still available in the application, but has Enable User set to Disabled. The user can be enabled in Oracle Identify Manager at a future date. Delete User: The user can no longer log into the application and the user record is deleted in the application. However, the same User cannot be added back at a later date into Oracle Identify Manager. Choose your option based on whether or not you want to keep the user record in the application, and whether you want to re-activate the user at a future date. Oracle Utilities Work and Asset Cloud Service End-User Provisioning - 4

8 Accessing Analytics Accessing Analytics Because deleted users cannot be added back at a later date into Oracle Identify Manager, consider using Disable User instead of Delete User. If the user needs access to Oracle Utilities Work and Asset Management or Oracle Utilities Operational Device Management Analytics (Business Intelligence Dashboards), refer to the instructions for provisioning users in Oracle Utilities Analytics. Oracle Utilities Work and Asset Cloud Service End-User Provisioning - 5

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