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Oracle Advanced Monitoring and Resolution User's Guide,
Release 3.0.0.0 for all platforms

Part Number E24680-02
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Account Management for Customer Users

The Accounts tab provides account management through links to a number of different pages. The Address Book page displays all your organization contacts and users in Oracle Advanced Monitoring and Resolution. The Groups page displays groups of which you are a member. Oracle Advanced Monitoring and Resolution provides the ability to group these users and contacts according to common criteria, such as geographic location.

All Oracle Advanced Monitoring and Resolution users are assigned roles to enable them to perform different tasks or associated them with a particular Oracle contract. The Policies and Assignments page displays all the policies and assignments, which determine your access to Oracle Advanced Monitoring and Resolution applications. You can also view all contracts for your organization on the Contracts page.

Finally, the Accounts tab provides the ability to manage your Oracle Advanced Monitoring and Resolution user profile by editing your contact information and preferences.

Related Topics

Viewing Contracts

Viewing Users and Contacts

Viewing Groups

Viewing Policies and Assignments

Customizing Your User Profile

Account Management for Customer User Administrators (CUAs)

Viewing Contracts

The Contracts page shows all of the contracts between Oracle and your organization, as defined in Oracle's contract database, OKS. An Oracle service provider user maintains this contract list.

Prerequisites

  • You have been granted access to the contract through an Oracle Advanced Monitoring and Resolution policy.

To view contract details:

  1. Log in to Oracle Advanced Monitoring and Resolution.

    The Oracle Advanced Monitoring and Resolution Home page appears.

  2. Click the Accounts tab, then select your organization name from the Organization list in the top right corner of the View Accounts page.

    The View Accounts page reappears, displaying all services for the selected organization.

  3. Click Contracts in the left pane.

    The View Contracts page opens, displaying the following information about all contracts for the selected organization:

    Field Description
    Name Name of the contract
    OksRef Identifier for this contract in the Oracle contracts database, OKS.
    OksModifier Supplementary identifier for this contract in the Oracle contracts database, OKS.
    StartDate Contract start date, in the format DD-MMM-YYYY where DD is the day, MMM is the month, and YYYY is the year.
    EndDate Contract end date, in the format DD-MMM-YYYY where DD is the day, MMM is the month, and YYYY is the year.
    Status Status of the contract, which can be:

    - Cancelled, where the contract has been cancelled.

    - Completed, where the contract has been completed. (You can use this status to identify a contract that has been completed before its end date.)

    - Firm, where the customer has signed the contract.

    - Prospects, where the contract is not guaranteed to proceed, and no work has commenced on it

    - WAR (Work at Risk), where the contract is expected to proceed: work has already commenced, but it has not yet been signed by the customer


    Click View to view a list of the columns displayed on the View Users page. Visible columns are indicated by a checkmark.

    To hide a column, select the column in this list, which removes the checkmark. You can also click Show All to show all columns.

    To reorder this list, click Reorder columns, then use the arrows to alter the display. Click Save to save the changes.

Related Topics

Viewing Contracts

Viewing Users and Contacts

Viewing Groups

Viewing Policies and Assignments

Customizing Your User Profile

Account Management for Customer User Administrators (CUAs)

Viewing Users and Contacts

The Address Book provides the ability to view all your organization's Oracle Advanced Monitoring and Resolution users and contacts on one page, where:

  • A user has an account in Oracle Advanced Monitoring and Resolution, enabling them to access Oracle Advanced Monitoring and Resolution.

  • A contact is an individual who is involved with Oracle services and packages whose details have been registered in Oracle Advanced Monitoring and Resolution. Contacts may or may not have access to Oracle Advanced Monitoring and Resolution.

On the Address Book page, you can customize the fields display or filter the users displayed by entering filter criteria. You can also search for users using the Search field. The Search field autocompletes search criteria entered, returning the first user in the displayed list that matches the criterion.

Prerequisites

  • None.

To view contacts and users:

  1. Log in to Oracle Advanced Monitoring and Resolution.

    The Oracle Advanced Monitoring and Resolution Home page appears.

  2. Click the Accounts tab, then select your organization name from the Organization list in the top right corner of the View Accounts page.

    The View Accounts page reappears, displaying all services for the selected organization.

  3. Click Address Book in the left pane.

    The View Contacts page appears, displaying the following information for all contacts for the selected organization:

    Field Description
    E-mail Displays the contact's e-mail address.
    Type Indicates whether the contact is:
    • Management

    • Technical

    User Status Indicates whether the user status is:
    • Enabled, where a new Oracle Advanced Monitoring and Resolution user account has been added and activated. Users with this user status can log in to Oracle Advanced Monitoring and Resolution.

    • Migrated, where an existing account has been migrated to Oracle Advanced Monitoring and Resolution and activated. Users with this user status can log in to Oracle Advanced Monitoring and Resolution.

    • Pending, where a new Oracle Advanced Monitoring and Resolution account has been added but the user has not yet activated the account by logging in, or where an existing account has been added to Oracle Advanced Monitoring and Resolution but again the user has not yet activated the account.

    • Disabled, where an Oracle Advanced Monitoring and Resolution user account has been deactivated. Users with this user status cannot log in to Oracle Advanced Monitoring and Resolution.

    • Deleted, where an Oracle Advanced Monitoring and Resolution user account has been deleted. Users with this user status cannot log in to Oracle Advanced Monitoring and Resolution.

    First Name Displays the contact's first name, as registered in the Oracle Advanced Monitoring and Resolution address book
    Last Name Displays the contact's last name, as registered in the Oracle Advanced Monitoring and Resolution address book

  4. You can perform the following actions on the View Contacts page:

    Note:

    Most frequently used operations are displayed under Address Book in the left pane. All the options listed here are available on the menu bar of the View Contacts page.
    • Filter displayed contacts - Click any column name to sort the contacts displayed by that column. For example, click Name to sort alphabetically by name.

      Click the same column again to reverse the sort order. Clicking the Name column again sorts in reverse alphabetical order.

    • Search contacts - In the Search field on the menu bar, enter the contact's e-mail address, or first or last name. Oracle Advanced Monitoring and Resolution automatically completes the string you enter with the first contact that matches. You can also use the wildcard %. Then click the Search icon. The View Contacts page is refreshed, displaying the contact(s) matching the full or partial entry.

    • Customize the contact page - Click View to view a list of the columns displayed on the View Contacts page. Visible columns are indicated by a checkmark.

      To hide a column, select the column in this list, which removes the checkmark. You can also click Show All to show all columns.

      To reorder this list, click Reorder columns, then use the arrows to alter the display. Click Save to save the changes.

Related Topics

Viewing Contracts

Viewing Users and Contacts

Viewing Groups

Viewing Policies and Assignments

Customizing Your User Profile

Account Management for Customer User Administrators (CUAs)

Viewing Groups

Oracle Advanced Monitoring and Resolution provides the ability to group users in your organization according common criteria, such as geographical location. The Accounts tab displays your group memberships.

Prerequisites

  • None.

To view groups:

  1. Log in to Oracle Advanced Monitoring and Resolution.

    The Oracle Advanced Monitoring and Resolution Home page appears.

  2. Click the Accounts tab, then select your organization name from the Organization list in the top right corner of the View Accounts page.

    The View Accounts page reappears, displaying all contacts for the selected organization.

  3. Click Users and Groups in the left pane. Then click View Groups.

    The View Groups page appears, displaying the following information for each of the groups listed:

    Field Description
    Name Displays the group name
    Description Displays a brief description of the group

  4. You can perform the following actions on the View Groups page:

    Note:

    Most frequently used operations are displayed under Users and Groups in the left pane. All the options listed here are available on the menu bar of the View Groups page.
    • Filter displayed groups - Click any column name to sort the groups displayed by that column. For example, click Name to sort alphabetically by name.

      Click the same column again to reverse the sort order. Clicking the Name column again sorts in reverse alphabetical order.

    • Customize the group page - Click View to view a list of the columns displayed on the View Groups page. Visible columns are indicated by a checkmark.

      To hide a column, select the column in this list, which removes the checkmark. You can also click Show All to show all columns.

      To reorder this list, click Reorder columns, then use the arrows to alter the display. Click Save to save the changes.

Related Topics

Viewing Contracts

Viewing Users and Contacts

Viewing Groups

Viewing Policies and Assignments

Customizing Your User Profile

Account Management for Customer User Administrators (CUAs)

Viewing Policies and Assignments

Oracle Advanced Monitoring and Resolution uses policies and assignments to associate a user or group with multiple roles and resources. The Policies and Assignments tab displays all policies and assignments for your organization.

Related Topics

Viewing Assignments

Viewing a Policy

Viewing Assignments

Existing assignments are listed on the Policies and Assignments page.

Prerequisites

  • You are the Oracle Advanced Monitoring and Resolution Customer User Administrator for your organization.

  • Your Oracle Service Provider has created the requisite roles for your organization.

To view assignments:

  1. Log in to Oracle Advanced Monitoring and Resolution.

    The Oracle Advanced Monitoring and Resolution Home page appears.

  2. Click the Accounts tab, then select your organization name from the Organization list in the top right corner of the View Accounts page.

    The View Accounts page reappears.

  3. Click Policies and Assignments in the left pane.

    The Policies and Assignments page appears, displaying details of policies and assignments in the lower pane.

  4. Click Assignments.

    The Assignments tab appears.

  5. Enter the name of the assignment, then click Search.

    The Policies and Assignments page reappears, showing details of the assignment in the lower pane under the Assignments tab.

Related Topics

Viewing Policies and Assignments

Viewing Assignments

Viewing a Policy

Viewing a Policy

Existing policies are listed on the Policies and Assignments page. You can view details of a policy to find out the individual users or groups covered and the roles and resources assigned to them under the policy. You can also add new policies for any of your existing users, groups, roles, and resources.

Prerequisites

  • You are the Oracle Advanced Monitoring and Resolution Customer User Administrator for your organization.

  • The requisite roles exist for your organization, created by you or your Oracle service provider.

To view a policy:

  1. Log in to Oracle Advanced Monitoring and Resolution.

    The Oracle Advanced Monitoring and Resolution Home page appears.

  2. From the Organization list in the top right corner, select the organization you want to manage.

    The Oracle Advanced Monitoring and Resolution Home page reappears displaying information for the selected organization.

  3. Click the Accounts tab, then click Policies and Assignments in the left pane, then click View Policies.

    The Policies page appears, displaying the following information about all the role assignments for the selected organization:

    You can perform the following actions on this page:

    • Search policies - Enter any combination of the criteria listed earlier, then click Search.

      The Policies and Assignments page is refreshed, displaying all policies meeting these criteria.

    • Customize the Policies and Assignments page - Click View to view a list of the columns displayed on the Policies and Assignments page. Visible columns are indicated by a checkmark.

      To hide a column, select the column in this list, which removes the checkmark. You can also click Show All to show all columns.

      To reorder this list, click Reorder columns, then use the arrows to alter the display. Click Save to save the changes.

Related Topics

Viewing Policies and Assignments

Viewing Assignments

Viewing a Policy

Customizing Your User Profile

Oracle Advanced Monitoring and Resolution provides the ability to update your user profile, including contact information and preferences.

Prerequisites

  • You are the Oracle Advanced Monitoring and Resolution Customer User Administrator for your organization.

To customize your user profile:

  1. Log in to Oracle Advanced Monitoring and Resolution.

    The Oracle Advanced Monitoring and Resolution Home page appears.

  2. Click the Accounts tab, then select your organization name from the Organization list in the top right corner of the View Accounts page.

    The View Accounts page reappears, displaying all contacts for the selected organization.

  3. Click Users and Groups in the left pane. Then click User Profile.

    The User Profile page appears.

  4. Modify the following fields as required, then click Save.

    Area Field Description
    Username Title One of the following values:
    • Miss

    • Mr

    • Mrs

    • Ms

    User Type  
    First Name Your first name
    Last Name Your last name
    Home Page URL for your home page
    Preferences Language Your preferred display language
    Time Zone Time zone in which you work
    Date Format Format to be used when displaying dates
    Time Format Format to be used when displaying time
    Contact Information E-mail Address Your e-mail address
    Notification Check this check box to receive notifications from MCSP to this e-mail address
    Phone Numbers Phone number corresponding to the e-mail address entered
      Type of phone number, having one of the following values:
    • Home

    • Mobile/Cell

    • Office

    Addresses Add Address Add postal addresses as required.

    The updated User Profile appears, displaying the new information.

Related Topics

Viewing Contracts

Viewing Users and Contacts

Viewing Groups

Viewing Policies and Assignments

Customizing Your User Profile

Account Management for Customer User Administrators (CUAs)