MyEricsson Administration Manual

Transcription

1 MyEricsson Administration Manual Background The MyEricsson e-business portal is a free of charge interface in Ericsson s collaboration with external parties. MyEricsson is a critical success factor that facilitates productive communication between us at Ericsson and all of our partners and customers. A portal is an access restricted site dedicated to a specific group of users. There are portals for operators, mobility partners, service providers, R&D partners and more. As a MyEricsson administrator you have the opportunity to enhance this connection even further by managing content on your portal. This guide offers step by step instructions to the portal functionalities so that you can make the most of this gateway service Ericsson AB 2015 Public Page 1

2 Content Content 2 General Information 4 1 System Requirements Software Requirements Adjust Settings Connection Requirements 6 MyEricsson Log-in Page 7 2 Welcome Page Links 7 3 Log-in Wizard 8 4 Portal Owner and Portal Manager 9 MyEricsson Tab Menu 10 5 My Portal My Tools My Communities My Links Services Products, Services & Solutions Product Manuals Network Support Training 12 6 My Settings Manage My Communities Manage My Home Page Manage My Links Manage My News Manage My Profile Ericsson AB 2015 Public Page 2

3 6.6 Manage My Tools Switch Account Change Password Log Out 15 7 Administration User Administration User Management - SIGNUM Maintaining Users Maintaining Profiles Maintaining Roles Default Tools Portlet Reports Account Reports System Reports Notification Notify Groups Portal Notifications Edit Portal Library Edit FAQ Edit User Manuals Portal Settings Edit My News Edit Ericsson News Edit Footer Information Edit Home Page Edit Spotlight Edit Global Footer Edit My Links Edit Business Article Edit Video X-Info Service Admin View 28 8 Contact & Help Portal Information Portal Library Frequently Asked Questions Release Changes Archive Portal Notification Archive Contacts Ericsson and Customer Contacts Extranet Support Register a Colleague Portal User List Feedback User Guides User Manuals Ericsson AB 2015 Public Page 3

4 9 Minimized Portal Menu 30 General Information The MyEricsson portal can be found at the following address: If you need help with your portal, please contact Extranet Support for further information. For descriptions of the different applications within the MyEricsson portal, please review the specific user manuals or use the Help function within the particular application. The user manuals are available under Contact & Help in the MyEricsson portal. 1 System Requirements A few basic requirements are needed to make the MyEricsson portal function optimally. Under the heading Portal Information in the Contact & Help section of the Tab Menu you will find System Requirements where help regarding settings are detailed. Some of these tips are presented below. 1.1 Software Requirements MyEricsson supports a number of different browsers. However, if you use older or newly released browsers or versions it may cause unexpected behavior. MyEricsson supports and continually tests the following browsers: Internet Explorer 11 Mozilla Firefox 27 or higher Chrome 30 or higher To enhance both security and your experience of MyEricsson, please update your browser according to the above specifications. Also make sure that your browser has the plug-ins necessary to view or download PDF and Microsoft Office files. Since MyEricsson is simply the gateway to tools made available for the extranet the software requirements may differ between your portal and a given application. If problems occur, please check with the requirements stated for the individual tool Ericsson AB 2015 Public Page 4

5 1.2 Adjust Settings If your company is using a proxy server to connect to the Internet, please make an adjustment in your browser (Internet Explorer 9 shown below). Click Tools in the navigation bar and select Internet Options. Choose the Advanced tab and find the HTTP 1.1 settings. Add check mark to both boxes (Use HTTP 1.1 and Use HTTP1.1 through proxy connections) Ericsson AB 2015 Public Page 5

6 1.3 Connection Requirements All communication to and from the site is encrypted to ensure a secure environment. This means that if you are accessing the service from behind a firewall, the firewall must be configured to allow the HTTPS protocol Ericsson AB 2015 Public Page 6

7 MyEricsson Log-in Page To log in to the MyEricsson portal, open the following link: This will result in the page seen below. Fill in your log-in details and click Log In. 2 Welcome Page Links If you have forgotten your user ID or password, information about how to request your log-in details is available on the portal log-in page. Click Forgotten Password in order to notify the Support team that you need a new password. Fill in your address and click Submit. If a colleague needs access, ask him/her to open the portal page above and click Request an Account. You can request access by filling in the supplied form. The form will be sent to the Support team who will handle the request. Optionally, you may contact the local Portal Ericsson AB 2015 Public Page 7

8 Manager directly regarding user additions. For any additional questions you will find more information regarding Extranet Support under Contact. 3 Log-in Wizard If this is your first log-in you will be prompted with a Terms of Use page. To be able to use the portal you must accept these terms. This will be followed by a welcome page and a subsequent opportunity to review your profile. You may change details such as name and company, while and telephone number requires help from our support team. The log-in wizard has now been completed. Welcome to MyEricsson! Ericsson AB 2015 Public Page 8

9 4 Portal Owner and Portal Manager Once logged in to MyEricsson, the footer of the page will give you information regarding who owns and who manages the portal. You, as Ericsson account manager, choose portal content and are thus considered the Portal Owner. To balance the workload a Portal Manager is also appointed. The Portal Manager is on hand to handle any day-to-day issues such as requests to add users. Both roles are important to keep up an active portal profile. Both the owner and the manager have an administrator role. Extra administrators can be added to help with the management of the portal. An administrator s main responsibility is to manage the users and content on the portal. What to consider when setting up a new portal: Think through what type of content is appropriate for your end users. What kind of tools would be of interest to them? What type of information will allow you to showcase Ericsson products and services in the best way? Custom news an active portal owner makes all the difference, and MyEricsson offers a whole range of different channels to present information to customers and partners Populate the portal with services of different kinds, such as training or support, to offer additional value to their connection to your portal Ericsson AB 2015 Public Page 9

10 MyEricsson Tab Menu The portal Tab Menu is located at the very top of your portal home page. Here you have access to all the MyEricsson features. If you have administrative access to the portal the Tab Menu will also contain an Administration tab for you to choose when managing portal content. Accessing items under the Administration tab will affect all your portal users, while managing settings through the My Settings tab will only affect your personal view of MyEricsson. The following segments will describe each of the portal sections separately. The screen shot below shows the entire MyEricsson home page Ericsson AB 2015 Public Page 10

11 5 My Portal The My Portal tab in the top menu contains a compilation of items on your MyEricsson home page. Here you can make a quick selection of tools, communities and links specific to your portal. An administrator will choose what kind of information this tab will be populated with while the individual users may reorder or highlight content according to their preferences. 5.1 My Tools Access your tools via the portal Tab Menu or by using the portlet My Tools. Since only ten of your tools will be shown at one time, you may click View more to reach Manage My Tools located under My Settings where you will see the complete list of the tools you have access to. Here you may also rearrange your selections in order of interest or importance to you by clicking Reorder Tools. Finish by clicking Submit. If you are interested in expanding the tools section, please contact Extranet Support to apply for access. 5.2 My Communities Access your communities via the portal Tab Menu or by using the portlet My Communities. Since only ten of your communities will be shown at one time, you may click View more to reach Manage My Communities under My Settings where you will see the complete list of the communities you have access to. Here you may also rearrange your selections in order of interest or importance to you by clicking Reorder Communities. Finish by clicking Submit. Communities are areas for collaboration and information exchange. If you are interested in expanding the portal with a community site, please contact Extranet Support to apply for access. 5.3 My Links Access your links via the portal Tab Menu or by using the portlet My Links. Since only five of your links will be shown at one time, you may click View more to reach Manage My Links under My Settings where you will see the complete list of the links you have access to. Here you may also rearrange your selections in order of interest or importance to you by clicking Reorder Links. Finish by clicking Submit. 5.4 Services Depending on the type of portal you have access to and what content you as administrator wishes to show, different links will be available under this section of My Portal. To activate Services for your portal, please contact Extranet Support. When access to a particular service is granted you may choose to present this as a direct link under the heading Services in the Ericsson AB 2015 Public Page 11

12 My Portal tab, or you may choose to present it in an introductory page by ordering an Overview Page instead. An Overview Page gives you the opportunity of supplying an introduction to the different services along with the links. Here you can edit or delete information as soon as it needs an update. When ordering, you simply specify the title of the link or Overview Page and which way you want it to be presented under Services. If you have chosen Overview Page, then an empty page will be available upon selecting the service via the My Portal tab. You as Portal Administrator will have the option of editing text within this page by clicking on Edit or Delete for each item box, or to add more item boxes to the page. When choosing to edit, make sure to include the link to the service you are offering either on the edit page or within the text body. When making use of the link option under Edit Overview Box, the box will show an Open button where users may open the service directly Products, Services & Solutions Here you will be able to peruse our Product Catalog. Choose Our Products, Our Services, or Our Solutions to browse what we have to offer or simply select your item of choice in the Portfolio A-Z section Product Manuals Product Manuals provide the necessary technical information to handle Ericsson products throughout the product life cycle Network Support Network Support contains information that helps you to ensure your connection to Ericsson is maintained properly Training Ericsson Training Programs and Learning Services provide learning material to tackle competence challenges affecting the telecommunications sector. Choose from our large portfolio of predefined training packages to complement your individual development plan. 6 My Settings If you are a regular user without access to the administration functions of MyEricsson, all editable parts of the portal will be present under My Settings. Here you may customize your profile or portal content to fit your needs. The following sections will deal with each of these modifying features and detail how to implement changes Ericsson AB 2015 Public Page 12

13 6.1 Manage My Communities Accessible collaboration sites are visible under My Communities. To select which communities to show on your home page, click View more in the portlet or select My Settings in the Top Tab Menu and then click Manage My Communities. To select the community you want to display, click the grey star next to your community of interest to highlight it. You may also rearrange your selections in order of interest or importance to you by clicking Reorder Communities. Select the community in question and move it up or down the community list using the arrows to the right of the list box. Finish by clicking Submit. 6.2 Manage My Home Page Feel free to personalize the home page of your MyEricsson portal. Select Manage My Home Page under My Settings in the Tab Menu. Here you can alter the display order of your portlets in the existing columns. There are a total of three columns of portlets to rearrange according to personal preference. The portlets in the Left column are fixed but movable within the column, while portlets in the Center and Right columns can be swapped and arranged freely both between and within the columns. Select the portlet you wish to move by clicking on it. Move it between or within columns by using the arrows for up/down and left/right located in between the columns. Click Submit to save your changes. 6.3 Manage My Links The Portal Manager can provide links of interest which you may choose to publish under My Links. Click View more directly in the portlet or select Manage My Links under My Settings in the Tab Menu. To select the link you want to display, highlight the corresponding grey star by clicking on it. You may also rearrange your selections by clicking Reorder Links. Select the link in question and move it up or down the link list using the arrows to the right of the list box. Finish by clicking Submit. 6.4 Manage My News Your Portal Manager can make news items available to you which will be published under My News. To select which news items to show on, or remove from your home page, hover over My Settings in the Tab Menu and then select Manage My News. To select or deselect the relevant news item click its corresponding star icon. You may also rearrange your selections in order of interest or importance to you by clicking Reorder My News. Select a news item of choice and move it up or down the item list using the arrows to the right of the list box. Finish by clicking Submit. To retrieve a full list of new and old news items, open the My News Archive by clicking View more in the My News portlet. You will find that news items are listed by quarter and year to narrow the selection Ericsson AB 2015 Public Page 13

14 6.5 Manage My Profile If you wish to edit your profile, feel free to do so by selecting Manage My Profile under My Settings in the Tab Menu. Use the form to fill in new or alter current information and finish by clicking Submit. To change information in a non-editable field, please contact Extranet Support. 6.6 Manage My Tools The My Tools portlet on your home page is a selection of shortcuts to your favorite applications. You may customize this portlet according to your preferences by choosing which of all your existing tools you wish to display on your home page. Click View more directly in the portlet or select My Settings in the Tab Menu and then click Manage My Tools. To select the tool you want to display, click the grey star next to your application of interest to highlight it. You may also rearrange your selections in order of interest or importance to you by clicking Reorder Tools. Select the tool in question and move it up or down the tools list using the arrows to the right of the list box. Finish by clicking Submit. 6.7 Switch Account Different companies, collaborations or partnerships will each have their own separate portal. This means that you may have access to several different portals depending on your affiliations. Under Switch Account in the My Settings tab you may change between the portals connected to your user details without logging in again. 6.8 Change Password One of first things you may want to change is our automatically generated passwords. To change your password, select My Settings in the Tab Menu and then click Change Password. Next, enter your old password, followed by a double entry of your new one. To save your new password, click the Change password button. The password must contain a minimum of 8 characters including at least 1 numerical digit, 1 uppercase, and 1 lowercase character. Optionally you may swap one of those three criteria with 1 special character. Ericsson users with password issues should not use this password tool, but rather direct their questions to IT service desk Ericsson AB 2015 Public Page 14

15 6.9 Log Out To ensure the privacy of your account, be sure to always log out after a completed session. Log Out is located under My Settings in the Tab Menu. 7 Administration If you have been granted administrative access, a new tab named Administration will appear in the portal Tab Menu. Depending on your access, this tab will be populated with all the administrative features related to your portal and role. Managing content through this tab affects all end users of the portal. Wording in MyEricsson will help you remember at what level you are changing content by always using Manage for personal views and Edit for changes that affect all portal users. 7.1 User Administration User Management - SIGNUM The new Ericsson identity model that will encompass all external workforces is managed by the isignum application. To comply with the new identity management, the MyEricsson e- business portal has introduced a new user management page, called Maintaining Profiles. As migration of portals will take place from the old to the new identity model, the old Maintaining Users will continually be removed and replaced with Maintaining Profiles. Typically, the Key Account Manager (KAM) for a specific customer will be creating new SIGNUMs. The online SIGNUM tool will be used to give customers Ericsson specific log-in details. Since the MyEricsson e-business portal is a free service provided by Ericsson to create added value for their customers, it is also possible to connect the new SIGNUM details directly to a portal via the same tool. The portal option will be present if the KAM has the proper access for managing a portal. If the KAM is responsible for more than one extranet portal, s/he will have to specify which portal a particular user will have access to. If the KAM does not have any administrative ties to the e-business portal, then the user will be created without a portal profile. Portal administrators may then add the user from inside the portal instead. A SIGNUM ID is valid for one year. All responsible persons will recertify SIGNUMs if the user is indeed still using the account, while inactive ones will be deleted. This will ensure a more streamlined life cycle management of users Ericsson AB 2015 Public Page 15

16 Users, who have not confirmed their SIGNUM within one month s time, will automatically be erased from both the SIGNUM database and MyEricsson. Useful Links: 1. If you do not have access to isignum find the requestor application (isignum_requestor) using IDM 2. If you have isignum access but do not know how to operate the tool, please review the isignum EriCOLL site For more information on external SIGNUMs, please contact isignum Support Maintaining Users The Administrators of each portal are responsible for adding users, editing user information, and also removing users that should not have access to the portal any longer. Portals that have not yet been migrated to the new identity model of external SIGNUMs will continue to use Maintaining Users to manage users. You can easily reach this functionality by clicking Maintaining Users under the User Administration heading in the Administration tab of the menu. A list of all users having access to the portal will be shown. To add a user: 1. Click the Add icon on the right hand side of the page. 2. Make a selection in the No of Users drop list. 3. Select which User Role the user should have. 4. Fill in mandatory fields for all users. 5. When done, click Submit. A ticket will now be created by Extranet Support who will activate the users for you. When the users have been activated, Extranet Support will send you an . To edit user access to application: 1. Find the user in the user list and click Edit. 2. Uncheck/check concerned system for user Ericsson AB 2015 Public Page 16

17 3. Click Submit to save changes. To edit user account expiration date: 1. Find the user in the user list and click Edit. 2. In the field Valid Until, enter the new date of expiration. 3. Click Submit to save changes. To reactivate User Wizard: 1. Find the user in the user list and click Edit. 2. Mark check box for Activate New User Wizard. 3. Click Submit to save changes. To edit user information: Please contact Extranet Support to change name, , phone number, or location of user Maintaining Profiles The Administrators of each portal are responsible for adding users, editing user information, and also removing users that should not have access to the portal any longer. For portals that have already migrated to the new SIGNUM identity model, Maintaining Profiles will be available to handle any and all user management. You can easily reach this functionality by clicking Maintaining Profiles under the User Administration heading in the Administration tab of the menu. Here you may choose to display all users, filter by specific user role, or perform a search for a specific user criterion. Portal profiles that are displayed in grey indicate that the users in question have not yet logged in to the portal. To add a user: 1. Click the Add Profiles icon on the right hand side of the page. 2. Make a selection in the Number of Users drop list. 3. Select which User Role the user should have Ericsson AB 2015 Public Page 17

18 4. Supply of the users in question. If a checkmark appears upon entry, the is valid and correctly connected to a SIGNUM. On the other hand, if a red X appears, the e- mail is not valid and the user needs to be entered into the SIGNUM database via the isignum tool. 5. When done, click Submit. To make a bulk upload of users: 1. Click Add Multiple Users From File. 2. Upload a pre-formatted.txt or.csv file. The file must be structured in a specific way, including a header stating Add Profiles, followed by all the user s separated by line breaks: Add Profiles Upon upload, all of the users you have entered will be displayed and checked for validity. Select a user role for each valid user, and/or remove invalid entries by clicking on the red X next to the incorrect When done, click Submit. To edit a user profile: 1. Find the user in the user list and click the Edit icon next to the profile. 2. Change the information you wish to update, for example reactivating user wizard or activating a particular tool for that user. 3. Click Submit to save changes. Changes to personal information that is non-editable via the portal should be handled in the SIGNUM tool instead Ericsson AB 2015 Public Page 18

19 7.1.4 Maintaining Roles Each portal is assigned a number of roles. These specify which parts of the portal are open to that particular group of users. To assign new or edit roles, select the Administration tab in the Tab Menu and click Maintaining Roles under the User Administration heading Default Tools Portlet As administrator for a portal, you may want to ensure that the tools portlet of all users is populated with the appropriate applications right from the start. This is made possible by the checkbox option of Automatically Star Marked under Maintaining Roles. This option is available for all tools that have been activated for your particular portal. By selecting Automatically Star Marked, that tool will appear star marked by default in the tools portlet. This is a way to make sure that a tool is immediately available even for new users who have not yet familiarized themselves with how to add favorites to their tools portlet. This does not only apply to new users, as this feature can also be used to highlight additions of new tools for experienced users by making it automatically star marked. You have a couple of options regarding who will get the tool automatically. In the example below, ERITEL has been marked for automatic starring but has not been activated for all portal users. GOLS, on the other hand, is marked for both. This means that all users in the portal will automatically see GOLS in their tools portlet. In order for users to see ERITEL, their access needs to be given to them individually via Maintaining Users. Once you have granted a user access via their profile under Maintaining Users, only then will ERITEL automatically appear in that user s tools portlet. This distinction is present to offer more versatility in user management. ERITEL [Telcel] GOLS If a user later chooses to change the star marking by using Manage My Tools, their selection overrides the default set-up. 7.2 Reports Account Reports In the Administration tab you will find Account Reports under the Reports heading. This is one way of acquiring statistical summaries of particular accounts. Reports available include All Ericsson AB 2015 Public Page 19

20 registered users, No address, Top 20 users, Sessions, and Never logged on. Upon requesting a report you may decide to present the data in a standard HTML format or in an Excel spreadsheet System Reports In the Administration tab, under the Reports heading, you will find System Reports. This is a statistics tool where you may apply filters to narrow down a system query. Select the relevant portal(s) and cross-reference with the System(s) of interest (a maximum of 200 Accounts and 10 Systems). Please allow for some assembly time if the report you have selected is large. 7.3 Notification Notify Groups If you wish to send out an to all or a particular sub-set of users in the portal you may do so via Notify Groups. This can be found in the Administration tab under the Notification heading. To send an to portal users: 1. Click Compose Fill in a subject in the Subject field. 3. Write your message in the Text field. 4. Select which are to receive the by marking the appropriate check boxes. 5. Click Submit to send Portal Notifications Portal Notifications can be presented in two ways, as a pop-up message appearing when users log in to their portal and/or as an item in their Portal Notification portlet. To send out a notification to portal users, you can find Portal Notifications under the Notification heading in the Administration tab. To add a Portal Notification: 1. Click the Add icon on the right hand side of the page. 2. Enter a title for the notification in the Title field. 3. Enter the notification text in the Notification field Ericsson AB 2015 Public Page 20

21 4. Enter a Start date for the Notification. 5. Optional but recommended is to enter an End date for the notification. 6. You may also enter one or two URL links. 7. Select Target Group(s)/Account(s) or other user signifier (such as location, user type etc.) in the scroll lists, to specify who will see the notification. 8. Mark the check boxes if you want the notification to be presented only in the Notification portlet and/or as a pop-up. If you choose the pop-up option, a limited amount of your text will be shown. Please use the Preview button to ensure that your message is fully visible within the pop-up frame. If you instead choose to not show a pop-up of your message but instead have a portal notification article populating only the portlet, you no longer have any restrictions. 9. If you select the pop-up option you will also have to choose what type of message this notification is. Select the info icon if this is a general informative message or the warning icon if this message pertains to major disruptions of portal functionality. 10. Click Submit. To edit or delete a Portal Notification: 1. Click Edit or Delete in the list box of the notification in question. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit Edit Portal Library The Portal Library offers a compilation of documents and/or links useful in understanding and getting the most out of different parts of the portal. If you wish to add, edit, or delete library items you may do so by selecting the Administration tab where you will find Edit Portal Library under the Notification heading. To add an article to the Portal Library: 1. Click the Add icon on the right hand side of the page. 2. Fill in the necessary information. 3. Click Submit Ericsson AB 2015 Public Page 21

22 To edit or delete an article in the Portal Library: 1. Click Edit or Delete in the list box of the library item in question. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit Edit FAQ To help users find their way around the portal you can add Frequently Asked Questions to answer the most basic problems. To add an FAQ: 1. Click the Add icon on the right hand side of the page. 2. Fill in the requested fields. 3. Select Target Group(s) or Account(s) that will have access to the FAQ. 4. Click Submit. To edit or delete an FAQ: 1. Click Edit or Delete in the list box of the FAQ in question. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit Edit User Manuals To ensure that users can make the most out of the portal you may create new or update existing user manuals by selecting the Administration tab and clicking Edit User Manuals under the Notification heading. To create a user manual: 1. Click the Add icon on the right hand side of the page. 2. Fill in the necessary information. 3. Add a link or an attachment Ericsson AB 2015 Public Page 22

23 4. Select Target Group(s). 5. Click Submit. To edit or delete a user manual: 1. Click Edit or Delete in the list box of the user manual in question. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit. 7.4 Portal Settings Edit My News Administrators are allowed to populate the My News portlet with news items based on the interests of the portal users. To access this feature, select Administration in the portal Tab Menu and click Edit My News under the Portal Settings heading. You may add new or simply edit or delete already existing news items. To add a news item: 1. Click the Add icon on the right hand side of the page. 2. Fill in Title, Puff Text and Article Content. 3. Enter start and end dates for the article. 4. Supply a link if applicable. If so, select whether the link should open in a new window. 5. You may also choose a feature image to complement your news item. 6. Click Submit. To edit or delete news item: 1. Click on the news item of interest to expand the list box. 2. Click Edit or Delete on the right hand side of the news item box. 3. If you have chosen to edit, change the information you wish to update Ericsson AB 2015 Public Page 23

24 4. Click Submit to save your alterations Edit Ericsson News The Ericsson News portlet displays an RSS feed from the Ericsson News Center. As portal administrator you can specify which type of news you want to be made available to your portal users. These settings can be changed in Edit Ericsson News, which can be found in the Administration tab under the Portal Settings heading. Select the account in question in the drop list and alter the news categories which will be presented in the portlet by adding or removing check marks to the category boxes. You may also decide how many of the news items you want to be displayed in the portlet. Click Submit to save the new settings Edit Footer Information The footer information should specify Portal Owner and Portal Manager for each portal. To update this information, select Administration and click Edit Footer Information under the Portal Settings heading. Set the information that will be displayed in the footer for two sections: Home Page and Local News & Information. Fill in name and address for concerned sections, then click Submit Edit Home Page All users are allowed to personalize their portal home page, while you as administrator will decide what will be the default setting of the home page for all users. Select Administration in the Tab Menu and click Edit Home Page under the Portal Settings heading. Just like portal users you can alter the location and display order of the portlets in the existing columns by using the arrows for up/down and left/right located next to the columns. In addition to portlet order you may also add or remove portlets. After any changes have been made, click Submit to save. To view the changes, go back to your start page by clicking the Ericsson logo in the upper left corner. To add a portlet: 1. Click on the drop down selector of a particular column to see available portlets. 2. Make a selection. To remove a portlet: 1. Selector hover over the portlet of interest in the column list. 2. Click the Delete icon Ericsson AB 2015 Public Page 24

25 To change a pre-set portlet title: 1. Select or hover over the portlet of interest in the column list. 2. Click Edit icon. 3. Enter the new title name in the pop-up field that appears, and click Submit to save Edit Spotlight Under the Spotlight portlet you may highlight certain information by publishing links of interest to your portal users. Manage the Spotlight section by clicking Edit Spotlight under the Portal Settings heading in the Administration tab. To add a new spotlight: 1. Click the Add icon on the right hand side of the page. 2. Fill in the necessary information. 3. Click Submit. To edit or delete an existing spotlight: 1. Click Edit or Delete next to the Spotlight of interest. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit Edit Global Footer The Global Footer information should specify Portal Owner and Portal Manager for each category sub-page. To update this information, select Administration and click Edit Global Footer under the Portal Settings heading. Set the information that will be displayed in the footer for 13 separate sections: Supply, Network Support, Self Service Support, Products, Services & Solutions, Administration, My Settings, Contact & Help, Legal Disclaimer, Collaboration, Partner Training, Training, and Miscellaneous. Fill in name and address for concerned sections. Legal information for each section should comment the status of the information presented on the area. Click Submit to save Ericsson AB 2015 Public Page 25

26 7.4.7 Edit My Links To provide your users with links to important information or external web sites you may manage content presented in the My Links portlet. To reach this functionality, select Administration in the Tab Menu and click Edit My Links under the Portal Settings heading. To add a link: 1. Click the Add icon on the right hand side of the page. 2. Fill in requested information. 3. Mark check box if you would like the link to be opened in a new window. 4. Click Submit. To edit or delete a link: 1. Click Edit or Delete in the list box of the link in question. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit Edit Business Article Depending on preference, portal administrators have the option of displaying business articles in two different types of portlets: Business Flow This is a rolling slide show with images representing the six newest articles. My Business Insight This will list the two newest articles with clickable headlines. Article additions or updates can be made by selecting Administration in the Tab Menu, and then clicking Edit Business Article under the Portal Settings heading. To add a Business article: 1. Click the Add icon on the right hand side of the page. 2. Fill in the necessary information. 3. If so desired, mark the URL check box and supply an address in the field. Also choose if you want the article to open in a new window Ericsson AB 2015 Public Page 26

27 4. Make a selection between presenting the article in the Business Flow or the Business Insights portlet by marking the appropriate check box. 5. Mark the check box if you want users to be able to rate the article. 6. Select which accounts should have access to the article by choosing Target Group(s) or Account(s). 7. Click Submit to publish. To edit or delete a Business article: 1. Click Edit or Delete in the list box of the Business article in question. 2. If you have chosen to edit, change the information you wish to update. 3. Click Submit Edit Video Video additions or updates can be made by selecting Administration in the Tab Menu, and then clicking Edit Video under the Portal Settings heading. Here you will find the administrative interface for adding, editing, and deleting video content which will be presented to your portal users. To add a video item: 1. Click the Add icon on the right hand side of the page. 2. Click Browse to select a Video Image. The image must have the width and height dimensions of 370x280. Accepted file formats include gif, jpg, or png. 3. Enter a URL that links to the video. 4. Enter a Title and Puff Text for the video item. 5. Enter a Publish date. Optionally also enter an End date. The End date determines when the video stops being active. 6. Enter an Expiration date (specifying when the video can be removed from the server). 7. Mark the check box for Activate. 8. Choose who will have access to the video by making selections based on Target Group or Account Ericsson AB 2015 Public Page 27

28 9. Click Preview button to make sure that the video you have selected is valid. 10. Click Submit. To edit or delete a video item: 1. Click Edit or Delete in the list box of the video item in question. 2. If you have chosen to edit, make your changes, for example re-activating the video by marking the Activate check box. 3. Click Submit X-Info Service Admin View Administrators may choose the number of news items from Info Service for external users that should be displayed. Click X-Info Service Admin View under the Portal Settings heading in the Administration tab. Select the portal in question in the drop down list and choose how many items you wish to present for each account. 8 Contact & Help We all need a helping hand sometimes and MyEricsson s Contact & Help section in the Tab Menu is on hand to guide you through any problems or questions you may be having regarding our portal service. 8.1 Portal Information Portal Library Want to learn some tips and tricks on how to use the applications in MyEricsson? The Portal Library offers a compilation of documents and/or links useful in understanding and getting the most out of different parts of the portal. You will find the Portal Library under the Portal Information heading in the Contact & Help tab Frequently Asked Questions If you are having questions regarding your portal, chances are that someone else has had that same query. A list of FAQs can be found in the Contact & Help tab by selecting Frequently Ericsson AB 2015 Public Page 28

29 Asked Questions under the Portal Information heading. Look here to find answers to the most common problems Release Changes Archive To keep up to date with changes to the portal, the Release Changes Archive offers back logs of all modifications. Browse this archive by selecting the Contact & Help tab and clicking Release Changes Archive under the Portal Information heading Portal Notification Archive Some portals allow you to view all portal notifications that have been sent out. The Portal Notification Archive under Portal Information in the Contact & Help tab offers back logs of all notifications. 8.2 Contacts Ericsson and Customer Contacts General contacts related to you can be found under Ericsson and Customer Contacts in the Contacts section of Contact & Help. You may also add contacts that may be of use to your portal users, by clicking Add Contacts and filling in the form with the necessary information before you click Save Extranet Support Support is handled by Extranet exact Support. Contact information and availability can be found under Extranet Support in the Contact & Help tab under the Contacts heading Register a Colleague Portal users may want to share their MyEricsson experience with a colleague by applying for her/his access in the form found under Register a Colleague in the Contact & Help tab under the heading Contacts. The form will be handled by Extranet Support who will check with the portal s administrator if said user should be allowed access, before adding user to portal Portal User List A Portal User List can be found in the Contact & Help tab under Contacts. This list allows you to view all profiles that have access to the portal you are a member of. To view a user s Ericsson AB 2015 Public Page 29

30 personal details, including and phone number, simply click on their name to bring up their profile. The page also offers quick-links to Maintaining Users and Notify Groups. If you wish to edit a user, click on Manage Users button in the upper part of the user list, or if you wish to contact users, click Groups Feedback We love active users with opinions. Please send us any feedback about ways we can improve our site in order to make it more useful to you. Find our feedback form in the Contact & Help tab under the Contacts heading. Simply fill in the form along with any attachments you consider necessary and send it off to us for review. 8.3 User Guides User Manuals Each tool available for users of MyEricsson has their own set of manuals. User manuals created by the owners of the various applications can be found under the Contact & Help tab by selecting User Manuals under the User Guides heading. Hover over the manual of interest to show the Download icon. If you still have questions after perusing the appropriate manual, please contact Extranet Support. 9 Minimized Portal Menu When you click on a tool or community, it will open up in either a new window or in the same window as your portal. To allow for easy switching between the main portal and the subapplications, a header will appear when the tool or community opens up in the same window. To return to your portal home page, simply click Home or the Ericsson logo in the page header. The sub-application header will also inform you which portal you are currently logged into and allow you to log out without backtracking to the main view of MyEricsson. The image below is an example of a community site opening up in the same window, with the MyEricsson header included at the top of the page: Ericsson AB 2015 Public Page 30