Oracle Mobile Workforce Cloud Service

End-User Provisioning Guide

Release 2.2.0.3

E68281-01

October 2015

Oracle Mobile Workforce Cloud Service End-User Provisioning Guide

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End-User Provisioning

This guide provides the instructions to be used by the Oracle Mobile Workforce Cloud Service (OMWCS) super-user to add/change/delete other client users in their OMWCS implementation. The screen captures in this guide are only provided as examples and not as specific entries.

For more information, please refer to the most current version of the Fusion Middleware User’s Guide for Oracle Identity Manager at http://docs.oracle.com

This guide includes:

•

Logging into Oracle Identity Management for the First Time

•

Creating Client Users in Oracle Identity Management

•

Locking, Disabling or Deleting Users in Oracle Identity Management

Logging into Oracle Identity Management for the First Time

The super-user can log into OIM for the first time by following the steps below:

1.

Log into the Oracle Identity Management (OIM) application with the URL and the Userid / password provided for the environment (Development, QA, Production).

2.

The system prompts you to change the password.

The following are the guidelines for the password change:

The password:

•

must not contain the following string(s): Password, Welcome

•

must not match or contain the first name

•

must not match or contain the last name

•

must contain at least 2 alphabetic characters

•

must be at least 6 characters long

•

must contain at least 1 lowercase letter

•

must contain at least 1 numeric character

•

must contain at least 1 uppercase letter

•

must start with an alphabetic character

•

must not match or contain user ID

•

must not contain special characters

3.

If prompted, select three security questions and provide the answers to those questions.

4.

If you (super user) need access to Oracle Mobile Workforce Cloud Service, then you need to give yourself a role of "cisuser", and add resources to yourself as described in the following sections.

Creating Client Users in Oracle Identity Management

Follow the procedure listed in this section to create an OMWCS user. You will need to create the user in each of the environments (development, QA, and production) they need.

Oracle recommends that at the beginning of the implementation, only the users needed for the development environment are set up initially. When ready to start QA testing, the users can be added to the QA environment, and then to the production environment.

The procedure consists of the following steps, each of these are detailed in subsequent sections:

•

Creating the User

•

Assigning User Roles

•

Adding Resources (access to specific OMWCS environments)

•

Providing Additional OMWCS User Information

Creating the User

1.

Log into the OIM application with URL and Userid /password provided.

2.

Click Administration. The Administration link is located in the top-right corner.

3.

On the Delegated Administration page, click Create User.

4.

Enter the following information to create a user:

•

First name

•

Last name

•

User Logon - can be a maximum of 8 characters

•

Password - set the user’s password

•

Confirm Password - re-enter the password created

•

Organization - Click the Search icon and select Cloud Client Users for client users and Oracle Users for Oracle Consultants that will be working on the implementation.

Note : "Oracle Users" should not granted access to client production environments.

•

User Type: Select the appropriate user type for this user; this information is not required by OMWCS, but is required by OIM so any value may be selected.

•

E-mail address

You do not need to provide any additional information.

5.

Click Save.

6.

Review the Display Name field that is generated and make changes if needed, and click Apply.

Assigning User Roles

1.

Click the Roles tab.

2.

Click + Assign to add the role cisusers. This role is needed for OMWCS.

Note that the All Users role has already been assigned to this user.

3.

Enter cisusers in the Name field and click Search to search for cisusers role.

4.

Under Search Results, click on the cisusers row, it will be highlighted.

5.

Click Add.

The Roles tab should now have the two roles assigned to the user.

6.

If the user needs access to OMWCS Mobile Workforce Analytics (Business Intelligence Dashboards), then you need to add an additional role of "MWMBIConsumer" to the user, using the same procedure detailed above.

Adding Resources

In this procedure, you will be adding resources for this user for the specific OMWCS environment (development, QA or production). Resources do not need to be added for access to OMWCS Mobile Workforce Analytics (just the role added to the user above).

1.

Click the Resources tab.

2.

Click +Add.

3.

The system displays a list of Generic Technology Connectors (GTCs) for OMWCS.

A GTC defines the connection between the instance of Oracle Identity Manager and the OMWCS environment. The screen shot below is a sample; however, on your screen, the selections will be one of:

•

DEV_MW_GTC

•

QA_MW_GTC

•

PROD_MW_GTC

In your implementation, the GTC will not match the one shown in the screen capture, but the fields and values are the same.

4.

Click the radio button next to the first resource you are adding for this user (example: DEV_MW_GTC) and click Continue.

5.

The page confirms the GTC selected; click Continue.

6.

Enter User for the "objectclass" and click Continue.

In this step, you will add the User Groups for this user. The User Groups match those that have been set up in OMWCS.

Note -Until the Oracle Consulting resource user has been created, only the ALL_SERVICES User Group is available. The Oracle Consulting resource will add the remaining User Groups and they will be available when creating additional users.

The following is the list of User Groups:

•

ALL_SERVICES - used only for Development.

•

APPLICATION_ADMINS - used for people that will administer and maintain the MWM application and meta data.

•

DISPATCHERS - used for dispatchers that access the CDI and the Gantt.

•

SENIOR_DISPATCHERS - used for dispatchers that access the CDI and the Gantt, and perform crew / shift administrative work.

•

CREW_TEAM_LEADERS - used for team leaders that access the CDI in read only mode.

•

MOBILE_WORKERS - used for people that are employed by the client, are scheduled by Oracle Utilities Mobile Workforce Management (MWM), and access the application through a mobile device.

•

CONTRACTOR_WORKERS - same as MOBILE_WORKERS except that they work for third party contractors and not the client.

•

RESOURCE_PLANNERS - used for people that administer the MWM resources.

•

BI_USERS - used for people that only have access to MWM through the BI (Mobile Workforce Analytics tool) for purposes of viewing details on a drill back from BI.

•

CAPACITY_CONTRACTORS - used for capacity-based contractors or third parties.

7.

Enter the appropriate User Group(s) from the above list and a future date in expirationDate.

8.

Click Add.

The page displays the User Group you entered.

9.

Add more User Groups if needed. When finished, click Continue.

10.

The page displays the summary for this Resource. Click Continue.

11.

A dialog is displayed which informs you that the user is being provisioned. Close this dialog.

12.

Click Refresh to display the Resource Groups added.

13.

The page displays the Resource Groups that were added.

14.

Select the Resource Group row by clicking on it, which will highlight the row and click the Resource History tab.

15.

The page displays the results of the user, roles, and resource group creation. Confirm that all Task Status are equal to Completed. If they are not Completed then click on that row to show the Task Details.The Task Details page should display further information to help resolve any issues. If you cannot resolve the issue, please contact UGBU Cloud Engineering team.

16.

To return to the User Details page, click the Back to Resource Provisioning Details link.

17.

Click Exit.

A confirmation dialog is displayed asking if you want to exit the Resource Provisioning Details page for this user.

18.

Click Yes on the confirmation dialog.

19.

When complete, you can close this user by clicking on the X in the upper right hand corner of the page.

Providing Additional OMWCS User Information

Provide any additional OMWCS user information.

These instructions are for additional tasks that need to be done in the OMWCS application to complete a user set up.

1.

For some users, you will need to set their home page on the Oracle Utilities Mobile Workforce Management User screen. The default home page is the User screen and some users, for e.g. contractors, do not have access to this screen.

2.

If the language being used is not English, once Oracle Consulting creates the language in OMWCS, the user’s language will need to be changed from ENG to the new language.

Locking, Disabling or Deleting Users in Oracle Identity Management

1.

Log into the Oracle Identify Manager (OIM) application with URL and userid / password provided.

2.

Click Administration in the top-right corner and search for the user.

3.

From the search results, click on the user. The following options are available:

•

Lock Account: The user can no longer log into OMWCS; however the user record is still available in OMWCS and the user can be unlocked in OIM at a future date.

•

Disable User : The user can no longer log into OMWCS; the user record is still available in OMWCS, but has "Enable User" set to "Disabled". The user can be enabled in OIM at a future date.

•

Delete User : The user can no longer log into OMWCS and the user record is deleted in OMWCS. However, the same user cannot be added back into OIM at a later date.

Choose your option based on whether or not you want to keep the user record in OMWCS, and whether you want to re-activate the user at a future date. Since deleted users cannot be added back to OIM later, consider using Disable User instead of Delete User.