Difference between revisions of "SOP-MES0034 Admin User Maintenance"

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[[Image:Sanmina logo.png|130px|Sanmina logo.png]]  
  
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<center>'''Administration''' </center> <center>'''User Maintenance''' </center> <center>'''Version MES15 Portal 1.0''' </center> <center>'''Work Instruction''' </center>
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<br>
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<center>This Work Instruction is Sanmina's corporate standard.</center> <center>This document is under revision control. The latest revision is located on SanminaNet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
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''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
  
<center>'''Administration''' </center>
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<br>  
  
<center>'''User Maintenance''' </center>
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== Administration ==
  
<center>'''Version MES15 Portal 1.0''' </center>
+
Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.  
  
<center>'''Work Instruction''' </center>
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This work instruction is intended to guide administrators on how to manage and maintain the Cirrus Portal, as well as to provide specific user groups a common sense of portal operation.
  
 +
To access any of the Administration functionalities, the user must sign into the Cirrus Portal and then select the Administration expandable heading located in the menu on the left of the screen.
  
<center>This Work Instruction is Sanmina's corporate standard.</center>
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'''Figure 1: User Sign-In'''
  
<center>This document is under revision control. The latest revision is located on SanminaNet.</center>
 
  
<center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center>
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'''Figure 2: Cirrus Welcome'''
  
<center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
 
  
''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
 
  
 +
=== User Maintenance ===
  
==Administration==
+
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users, as well as change user passwords.
  
Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.
+
1. To access the User Maintenance page, navigate to '''Administration <nowiki>></nowiki> User Maintenance'''.  
  
This work instruction is intended to guide administrators on how to manage and maintain the Cirrus Portal, as well as to provide specific user groups a common sense of portal operation.
+
All available users will be listed alphabetically.  
  
To access any of the Administration functionalities, the user must sign into the Cirrus Portal and then select the Administration expandable heading located in the menu on the left of the screen.
+
'''Figure 3: User Maintenance'''
  
'''Figure 1: User Sign-In'''
 
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_01.png|framed|none]]
 
  
'''Figure 2: Cirrus Welcome'''
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=== Filter Users ===
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_02.png|framed|none]]
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The Administrator has the option to filter the username results by '''Plant''', '''Site''', '''Screen Name''', '''E-Mail''', '''Status''', or '''User Type'''.  
  
===User Maintenance===
+
1. To filter the users, enter desired information into the appropriate field and select '''Filter'''.  
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users, as well as change user passwords.
 
  
1. To access the User Maintenance page, navigate to '''Administration <nowiki>></nowiki> User Maintenance'''.
+
'''Figure 4: Filter Results'''  
 +
  
All available users will be listed alphabetically.
+
==== Add User ====
  
'''Figure 3: User Maintenance'''
+
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list.
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_03.png|framed|none]]
+
The following form is to determine if the new user is a LDAP user or a&nbsp;Non LDAP user. LDAP users have email accounts and can usually access Oracle and/or Agile. Non LDAP users do not have an email address or a system login account.  
  
===Filter Users===
+
'''Figure 5: Add User'''
  
The Administrator has the option to filter the username results by '''Plant''', '''Site''', '''Screen Name''', '''E-Mail''', '''Status''', or '''User Type'''.
 
  
1. To filter the users, enter desired information into the appropriate field and select '''Filter'''.
 
  
'''Figure 4: Filter Results'''
+
1. After selecting LDAP or Non LDAP, enter a valid universal login name in the format <nowiki>[</nowiki>firstname_lastname<nowiki>]</nowiki>, all in lower case, then select '''Next'''.
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_04.png|framed|none]]
+
NOTE: The '''Plant''', '''Site''', '''Screen Name''', '''First Name, Last Name''', '''Email''', '''Oracle Employee ID''', and '''Job Title''' will be filled in according to the information that has been transferred from the Universal Login system.  
  
====Add User====
+
2. Select the Labor Type and Job Level from the drop down boxes and enter the user<nowiki>’</nowiki>s Department and Telephone, then select the '''Save''' button.
  
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list.
+
'''Figure 6: Add User Information'''  
  
The following form is to determine if the new user is a LDAP user or a&nbsp;Non LDAP user. LDAP users have email accounts and can usually access Oracle and/or Agile. Non LDAP users do not have an email address or a system login account.
 
  
'''Figure 5: Add User'''
+
==== Edit User ====
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_05.png|framed|none]]
+
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''.  
  
1. After selecting LDAP or Non LDAP, enter a valid universal login name in the format <nowiki>[</nowiki>firstname_lastname<nowiki>]</nowiki>, all in lower case, then select '''Next'''.
+
'''Figure 7: Edit User'''  
  
NOTE: The '''Plant''', '''Site''', '''Screen Name''', '''First Name, Last Name''', '''Email''', '''Oracle Employee ID''', and '''Job Title''' will be filled in according to the information that has been transferred from the Universal Login system.
 
  
2.  Select the Labor Type and Job Level from the drop down boxes and enter the user<nowiki>’</nowiki>s Department and Telephone, then select the '''Save''' button.
+
On the following screen, only the'''Labor Type''', '''Job Level''', '''Badge ID''', '''Department''' and '''Telephone''' may be edited.  
  
'''Figure 6: Add User Information'''
+
2. Enter the desired information, then select '''Save'''.
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_06.png|framed|none]]
+
==== Activate User ====
  
====Edit User====
+
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.  
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''.
 
  
'''Figure 7: Edit User'''
+
1. To activate a user, select the '''Inactive''' option in the '''Status''' drop down box at the top of the main screen.
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_07.png|framed|none]]
+
2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.  
  
On the following screen, only the''' Labor Type''', '''Job Level''', '''Badge ID''', '''Department''' and '''Telephone''' may be edited.
+
3. In the Inactive user list, select the box to the left of the desired user, and then select '''Activate'''.  
  
2. Enter the desired information, then select '''Save'''.
+
'''Figure 8: Activate User'''  
  
====Activate User====
 
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.
 
  
1. To activate a user, select the '''Inactive''' option in the '''Status''' drop down box at the top of the main screen.
+
==== Deactivate User ====
  
2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.
+
1. To deactivate a user, select the check box to the left of the active user name and select '''Deactivate'''.  
  
3. In the Inactive user list, select the box to the left of the desired user, and then select '''Activate'''.
+
'''Figure 9: Deactivate User'''  
  
'''Figure 8: Activate User'''
 
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_08.png|framed|none]]
 
  
====Deactivate User====
+
==== Delete User ====
1. To deactivate a user, select the check box to the left of the active user name and select '''Deactivate'''.
 
  
'''Figure 9: Deactivate User'''
+
<br>Inactive users can be deleted from the inactive user screen.
  
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_09.png|framed|none]]
+
1. To delete a user, select the '''Inactive''' option in the '''Status''' drop down box at the top of the main screen.  
  
====Delete User====
+
2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.  
<br>Inactive users can be deleted from the inactive user screen.
 
  
1. To delete a user, select the '''Inactive''' option in the '''Status''' drop down box at the top of the main screen.
+
3. In the Inactive user list, select the box to the left of the desired user, and then select the '''Delete''' button at the top of the list.  
  
2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.
+
'''Figure 10: Delete User'''  
  
3. In the Inactive user list, select the box to the left of the desired user, and then select the '''Delete''' button at the top of the list.
 
  
'''Figure 10: Delete User'''
+
== Document Revision History ==
 
 
[[Image:SOP-5-I-MES150033-C_RA1_User_Maintenance_10.png|framed|none]]
 
 
 
==Document Revision History==
 
 
 
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|bgcolor = "#00FFFF"|<font color="#FFFFFF">Date</font>
 
|bgcolor = "#00FFFF"|<font color="#FFFFFF">Author</font>
 
|bgcolor = "#00FFFF"|<font color="#FFFFFF">Title</font>
 
|bgcolor = "#00FFFF"|<font color="#FFFFFF">Version</font>
 
|bgcolor = "#00FFFF"|<font color="#FFFFFF">Change Reference</font>
 
  
 +
{| width="100%" cellspacing="0" cellpadding="4" border="2"
 +
|-
 +
| bgcolor="#00FFFF" | <font color="#FFFFFF">Date</font>
 +
| bgcolor="#00FFFF" | <font color="#FFFFFF">Author</font>
 +
| bgcolor="#00FFFF" | <font color="#FFFFFF">Title</font>
 +
| bgcolor="#00FFFF" | <font color="#FFFFFF">Version</font>
 +
| bgcolor="#00FFFF" | <font color="#FFFFFF">Change Reference</font>
 
|-
 
|-
|02/14/14
+
| 02/14/14  
|Ashley Martin  
+
| Ashley Martin  
|Technical Writer
+
| Technical Writer  
|v 1.0  
+
| v 1.0  
|This is the first revision of User Administrator Work Instruction
+
| This is the first revision of User Administrator Work Instruction
 
 
 
|-
 
|-
|02/17/14
+
| 02/17/14  
|Elaine Fonaro  
+
| Elaine Fonaro  
|Technical Writer
+
| Technical Writer  
|v 1.0  
+
| v 1.0  
|General Review and Formatting
+
| General Review and Formatting
 
 
 
|}
 
|}
  
[[category:uncategorized]]
+
[[Category:Uncategorized]]

Revision as of 21:48, 25 February 2014

Sanmina logo.png


Administration
User Maintenance
Version MES15 Portal 1.0
Work Instruction


This Work Instruction is Sanmina's corporate standard.
This document is under revision control. The latest revision is located on SanminaNet.
Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.
Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.


Administration

Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.

This work instruction is intended to guide administrators on how to manage and maintain the Cirrus Portal, as well as to provide specific user groups a common sense of portal operation.

To access any of the Administration functionalities, the user must sign into the Cirrus Portal and then select the Administration expandable heading located in the menu on the left of the screen.

Figure 1: User Sign-In


Figure 2: Cirrus Welcome


User Maintenance

User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users, as well as change user passwords.

1. To access the User Maintenance page, navigate to Administration > User Maintenance.

All available users will be listed alphabetically.

Figure 3: User Maintenance


Filter Users

The Administrator has the option to filter the username results by Plant, Site, Screen Name, E-Mail, Status, or User Type.

1. To filter the users, enter desired information into the appropriate field and select Filter.

Figure 4: Filter Results


Add User

1. To add a user, select the Add button located at the left of the main screen above the user list.

The following form is to determine if the new user is a LDAP user or a Non LDAP user. LDAP users have email accounts and can usually access Oracle and/or Agile. Non LDAP users do not have an email address or a system login account.

Figure 5: Add User


1. After selecting LDAP or Non LDAP, enter a valid universal login name in the format [firstname_lastname], all in lower case, then select Next.

NOTE: The Plant, Site, Screen Name, First Name, Last Name, Email, Oracle Employee ID, and Job Title will be filled in according to the information that has been transferred from the Universal Login system.

2. Select the Labor Type and Job Level from the drop down boxes and enter the user’s Department and Telephone, then select the Save button.

Figure 6: Add User Information


Edit User

1. To edit a user, check the box to the left of the desired username, then select Edit.

Figure 7: Edit User


On the following screen, only theLabor Type, Job Level, Badge ID, Department and Telephone may be edited.

2. Enter the desired information, then select Save.

Activate User

If a user is inactive, he or she can be reactivated by selecting the Activate function in the User Maintenance portlet.

1. To activate a user, select the Inactive option in the Status drop down box at the top of the main screen.

2. Select the Search button on the right of the screen to filter results to only inactive users.

3. In the Inactive user list, select the box to the left of the desired user, and then select Activate.

Figure 8: Activate User


Deactivate User

1. To deactivate a user, select the check box to the left of the active user name and select Deactivate.

Figure 9: Deactivate User


Delete User


Inactive users can be deleted from the inactive user screen.

1. To delete a user, select the Inactive option in the Status drop down box at the top of the main screen.

2. Select the Search button on the right of the screen to filter results to only inactive users.

3. In the Inactive user list, select the box to the left of the desired user, and then select the Delete button at the top of the list.

Figure 10: Delete User


Document Revision History

Date Author Title Version Change Reference
02/14/14 Ashley Martin Technical Writer v 1.0 This is the first revision of User Administrator Work Instruction
02/17/14 Elaine Fonaro Technical Writer v 1.0 General Review and Formatting