Agile Product Lifecycle Management for Process User Group ...

[Pages:50]Oracle? Agile Product Lifecycle Management for Process

User Group Management User Guide Release 6.2.2

E79134-01

May 2017

Agile Product Lifecycle Management for Process User Group Management User Guide, Release 6.2.2

E79134-01

Copyright ? 2017, Oracle and/or its affiliates. All rights reserved.

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Contents

Preface ................................................................................................................................................................. v

Audience....................................................................................................................................................... v Variability of Installations.......................................................................................................................... v Documentation Accessibility ..................................................................................................................... v Software Availability .................................................................................................................................. vi Related Documents ..................................................................................................................................... vi Conventions ................................................................................................................................................ vii

1 Introducing User Group Management

UGM Administration Overview ........................................................................................................... 1-1

2 Using UGM to Manage Users

Accessing UGM and Using Roles ......................................................................................................... 2-1 Associated Roles................................................................................................................................. 2-2

Managing Action Items........................................................................................................................... 2-2 Searching for Users .................................................................................................................................. 2-2 Creating a Change Request .................................................................................................................... 2-3

Creating a User ................................................................................................................................... 2-3 General Tab.................................................................................................................................. 2-4 Logins Section ...................................................................................................................... 2-4 eSignature Passphrase Section........................................................................................... 2-4 Contact Information Section .............................................................................................. 2-5 Visibility and Security Section ........................................................................................... 2-5 User Available Languages Section .................................................................................... 2-6 User Preferences Section..................................................................................................... 2-7 Access Tab.................................................................................................................................... 2-9 Site Access Section ............................................................................................................... 2-9 Group Membership Section ............................................................................................ 2-10 Resolved Roles Section..................................................................................................... 2-10 DRL Catalogs Section....................................................................................................... 2-11 Supplier Portal: Associated Countries Section ............................................................. 2-11 Access Privileges Section ................................................................................................. 2-11 UGM Admin Privileges Section ..................................................................................... 2-12 Approval/Audit Tab............................................................................................................... 2-13 Status Section..................................................................................................................... 2-13

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Event History Section....................................................................................................... Editing Users.................................................................................................................................... Copying a User Profile ................................................................................................................... Using User Approval Workflows....................................................................................................... Approving a Request...................................................................................................................... Exporting and Importing User Data .................................................................................................. Exporting Users from Your Staging Environment..................................................................... Importing Users into Your Production Environment................................................................

2-13 2-13 2-14 2-14 2-15 2-15 2-15 2-16

3 Using UGM to Manage Groups

Accessing UGM and Using Roles ......................................................................................................... 3-1 Associated Roles................................................................................................................................. 3-2

Managing Action Items........................................................................................................................... 3-2 Searching for Groups............................................................................................................................... 3-2 Creating a Change Request .................................................................................................................... 3-2

Creating Groups ................................................................................................................................. 3-2 General Tab.................................................................................................................................. 3-4 Summary Section ................................................................................................................. 3-4 Related Groups Section....................................................................................................... 3-4 Access Tab.................................................................................................................................... 3-5 Assigned Users Section ....................................................................................................... 3-5 Supplier Users Section ........................................................................................................ 3-6 Roles Section......................................................................................................................... 3-6 Workflow Visibility Tags Section ...................................................................................... 3-6 Access Privileges Section .................................................................................................... 3-6 Approval/Audit Tab.................................................................................................................. 3-8 Status Section........................................................................................................................ 3-8 Event History Section.......................................................................................................... 3-8

Editing Existing Groups .................................................................................................................... 3-8 Using Group Approval Workflows ...................................................................................................... 3-9

Approving a Request......................................................................................................................... 3-9 Exporting and Importing Group Data............................................................................................... 3-11

Exporting Groups from Your Staging Environment ................................................................. 3-11 Importing Groups into Your Production Environment ............................................................ 3-11

4 Reference Cache

UGM Cache ............................................................................................................................................... 4-1

A System-Based Roles

Roles........................................................................................................................................................... A-1

iv

Preface

The Agile Product Lifecycle Management for Process User Group Management User Guide contains instructions for administering the User Group Management (UGM) application of Agile Product Lifecycle Management (PLM) for Process. This preface contains these topics: Audience Variability of Installations Documentation Accessibility Software Availability Related Documents Conventions

Audience

This user guide is intended for Agile PLM for Process administrators, including user administrators and group administrators.

Variability of Installations

Descriptions and illustrations of the Agile PLM for Process user interface included in this manual may not match your installation. The user interface of Agile PLM for Process applications and the features included can vary greatly depending on such variables as:

Which applications your organization has purchased and installed

Configuration settings that may turn features off or on

Customization specific to your organization

Security settings as they apply to the system and your user account

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at .

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Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired.

Software Availability

Oracle Software Delivery Cloud (OSDC) provides the latest copy of the core software. Note the core software does not include all patches and hot fixes. Access OSDC at: .

Related Documents

For more information, see the following documents in the Agile PLM for Process documentation set: Agile Product Lifecycle Management for Process Administrator User Guide Agile Product Lifecycle Management for Process User Group Management User Guide Agile Product Lifecycle Management for Process Workflow Administration User Guide Agile Product Lifecycle Management for Process Global Specification Management User

Guide Agile Product Lifecycle Management for Process Supply Chain Relationship Management

User Guide Agile Product Lifecycle Management for Process eQuestionnaire User Guide Agile Product Lifecycle Management for Process Document Reference Library User Guide Agile Product Lifecycle Management for Process Content Synchronization and

Syndication User Guide Agile Product Lifecycle Management for Process Supplier Portal User Guide Agile Product Lifecycle Management for Process New Product Development User Guide Agile Product Lifecycle Management for Process Product Quality Management User

Guide Agile Product Lifecycle Management for Process Extensibility Guide Agile Product Lifecycle Management for Process Security Configuration Guide Agile Product Lifecycle Management for Process Release Notes. Up-to-date Release

Notes and other documentation are posted on Oracle Technology Network (OTN) at this location:

cess

vi

Conventions

The following text conventions are used in this document:

Convention boldface italic monospace

Meaning

Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

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