| Oracle Advanced Monitoring and Resolution User's Guide, Release 3.0.0.0 for all platforms Part Number E24680-02 |
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PDF · Mobi · ePub |
| Oracle Advanced Monitoring and Resolution User's Guide, Release 3.0.0.0 for all platforms Part Number E24680-02 |
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PDF · Mobi · ePub |
The Accounts tab provides the ability to manage all contacts and users for your organization(s), 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. Here, you can add, update, or delete contact and user records. The Groups page 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 and your customer users' 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.
Managing Policies and Assignments
Account Management for Customer Users
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.
You have been granted access to the contract through an Oracle Advanced Monitoring and Resolution policy.
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
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.
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.
The Address Book provides the ability to manage all your organization's Oracle Advanced Monitoring and Resolution contacts on one page:
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 update a contact's details or create new Oracle Advanced Monitoring and Resolution contacts. 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.
The individual is not already a contact for this organization in Oracle Advanced Monitoring and Resolution.
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
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.
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 |
|---|---|
| Displays the contact's e-mail address. | |
| Type | Indicates whether the contact is:
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| User Status | Indicates whether the user status is:
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| 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 |
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.Update a contact - Select the contact, then click Update to open the Update Contact page. Edit the required fields (described in step 2), then click Save. The View Contacts page reappears, showing the updated details.
Add a contact - To add a contact:
Click Add. The Add Contact page appears.
Enter the contact's e-mail address(es) in the E-mail Addresses field.
Select Management or Technical from the Contact Type list.
If required, select Yes for the Is the contact a user? field - this ensures that the contact has an Oracle Advanced Monitoring and Resolution user account.
Click Save.
The View Contacts page reappears, displaying the new contact details with user status Pending. When the request is successful, the user status changes to Active. An Oracle Advanced Monitoring and Resolution notification is sent to the e-mail address(es) of users, informing the recipient(s) that they have an Oracle Advanced Monitoring and Resolution account.
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.
Delete a contact - Select the contact then click Delete. When prompted, click OK confirm that you want to delete the contact. The View Contacts page reappears without the deleted contact details.
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.
You can add Oracle Advanced Monitoring and Resolution users in your organization into groups. This can be useful if you want to group contacts or users according common criteria, such as geographical location.
None.
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
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.
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 |
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.Update a group - Select the group, then click Update to open the Update Group page. Edit the required fields (described in step 2), then click Save. The View Groups page reappears, showing the updated details.
Add a new group - To add a new group:
Click Add. The Add Group page appears.
Enter the new group names.
In the Group Members pane, click Add. The Available Users page appears.
Check the names of the users to be added to this group then click OK. The Add Group page reappears.
Click Save. The View Groups page reappears, displaying the new group name.
The View Groups page reappears, displaying the new group details.
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.
Delete a group - Select the group then click Delete. When prompted, click OK confirm that you want to delete the group. The View Groups page reappears without the deleted group details.
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.
The Policies and Assignments tab provides the ability to create policies and assignments for your organization.
A policy associates a user or group with multiple roles and resources. For example, a policy may grant a group access to the Services tab, where they can see details of the service delivery plans for their organization. You can view existing policies and create new policies associating your users and groups with specific roles and resources.
Account Management for Customer User Administrators (CUAs)
Existing assignments are listed on the Policies and Assignments page.
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.
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
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.
Click Policies and Assignments in the left pane.
The Policies and Assignments page appears, displaying details of policies and assignments in the lower pane.
Click Assignments.
The Assignments tab appears.
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.
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.
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.
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
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.
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:
Add a policy - see Adding a Policy.
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.
Delete a policy - Select a policy, then click Delete. When prompted, click OK confirm that you want to delete the policy. The Policy and Assignments page reappears without the deleted assignment role.
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.
Oracle Advanced Monitoring and Resolution also provides the ability to add a policy, which associates your users or groups with role(s) and resource(s), thereby authorizing them to access those resources. If you add a role, you will then need to add a policy to associate your users or groups with that policy. This section describes how to add a policy.
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.
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
Click the Accounts tab, then click Policies and Assignments.
The Policies page appears.
Click Add.
The Policies and Assignments page reappears, displaying a new line.
Add individual users as follows:
Click Add in the Individual Users pane.
A new line appears in the pane, showing username and type columns.
Click Search beside the username field.
The Search and Select: Username page appears.
Enter the following criteria as required, then click Search:
| Field | Description |
|---|---|
| Match | Check one of the following values:
|
| Username | Enter the user name |
| First Name | Enter the user's first name |
| Last Name | Enter the user's last name |
The Search and Select: Username page reappears, displaying all usernames meeting the selected criteria.
Select the username of the user you want to add to the policy, then click OK.
The Policies and Assignments page reappears, displaying the username and type in the Individual Users pane.
Add more individual users as required.
Add groups as follows:
Click Add in the Groups pane.
A new line appears in the pane, showing username and type columns.
From the groups list, select the name of the group you want to add to the policy.
The Groups pane displays the selected group.
Optionally add more groups as required.
Click Save.
The Search and Select: Username page appears.
Add roles as follows:
Click Add in the Roles pane.
A new line appears in the pane, showing role name and role description columns.
From the roles list, select the name of the role you want to add to the policy.
The Roles pane displays the selected role.
Optionally add more roles as required.
Click Save.
The Search and Select: Username page appears.
Add resources as follows:
Click Add in the Resources pane.
A new line appears in the pane, showing the resource type and resource name.
From the Type list, select one of the resource types:
- Application
- Contract
- Contract Line Item
- Organization
- Services
- Territory
- User.
Beside the name field, click Search.
The Search and Select: Name page appears.
In the Type field, enter the name of the resource. For example, if you selected organization as the type, enter the name of the organization. Click Search.
The Search and Select: Name page reappears, displaying all resources meeting the search criteria.
Select the relevant resource, then click OK.
The Policies and Assignments page reappears, displaying the updated policy.
Click Save.
The Policies and Assignments page reappears, displaying the new policy.
Oracle Advanced Monitoring and Resolution provides the ability to update your user profile, including contact information and preferences.
You are the Oracle Advanced Monitoring and Resolution Customer User Administrator for your organization.
To customize your user profile:
Log in to Oracle Advanced Monitoring and Resolution.
The Oracle Advanced Monitoring and Resolution Home page appears.
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.
Click Users and Groups in the left pane. Then click User Profile.
The User Profile page appears.
Modify the following fields as required, then click Save.
| Area | Field | Description |
|---|---|---|
| Username | Title | One of the following values:
|
| 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:
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| Addresses | Add Address | Add postal addresses as required. |
The updated User Profile appears, displaying the new information.
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