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I-Portal Training December 2016

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Page 1: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

I-Portal Training

December 2016

Page 2: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

Agenda

Department: K-SIOC/32

I Introduction

III Training Documents – Administration

II Training Documents – User

Status: December 2016 2

Page 3: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

IntroductionWhat is I-Portal?

Department: K-SIOC/32Status: December 2016 3

• I-Portal is a web-based application and the new integration platform for

wholesale and retail applications in all markets. It increases efficiency through

all sales and after sales business processes and will replace Dealer Portal.

• I-Portal provides a modern and user-friendly portal frontend. Users in

dealerships will get secure access to all integrated applications. Being an

integration platform I-Portal allows the integration of external applications

and offers easy integration of local web-applications though standard APIs.

• A key feature is the Single-Sign-On/Off module, that includes a user self-

administration. The new Roles and Rights administration concept based

on business roles is in line with Volkswagen Group IT-Security guidelines.

• I-Portal offers an optional Content Management System (CMS) that can be

customized to replace end-of-lifecycle CMS implementations of Dealer-

Extranet communication systems within markets.

• I-Portal facilitates an optional Dealer Information Database (DID) component

with automated KVPS (contract number) interface to propagate updates.

Page 4: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

IntroductionUnderstand training materials

Department: K-SIOC/32Status: December 2016 5

Colored boxes explain you the meaning of a certain button or what to insert

into the respective field

Small numbers show you in which order you are supposed to perform

different steps. They can appear in a textbox or only to show you where to

click first.

Framed boxes show you where to focus on, when reading a text like

mentioned above.

Brackets outline the part of a text within the I-Portal, which you need to

take into consideration while performing a certain task or action.

Text boxes explain the functionality of certain pages. They give additional

explanations about what to do and how to navigate the page. Overall they

will help you to better understand the guidelines

Titel

1

Page 5: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

IntroductionStructure of Training Materials

Department: K-SIOC/32Status: December 2016 6

1. Registration

1.1 Self registration

1.2 Dealer Portal

2. Login

2.1 Login Page

2.2 Login via Email

2.3 Login via PKI-Card

2.4 Login via RSA-Token

2.5 Wrong Password

2.6 Request Context

3. Start Page

3.1 Overview

5. Administration

5.1 User Management

5.1.1 User Table View

5.1.2 User Matrix View

5.1.3 Add User

5.1.4 User Requests

5.2 Role Management

5.2.2 Edit Roles

5.2.3 Create a new Role

5.3 Application Management

5.4 Organisation Management

5.4.1 Assign Managing Director

5.4.2 Table View

5.4.3 Create Organisation

4. My Profile

3.1 My Account

3.2 My Organisation

3.3 Request Context

3.4 Change Password

3.5 Change Language

Page 6: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

Agenda

Department: K-SIOC/32

I Introduction

III Training Documents – Administration

II Training Documents – User

Status: December 2016 7

Registration

Start Page

Login

My Profile

Page 7: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

IntroductionFirst Steps for registration

Department: K-SIOC/32Status: December 2016 8

Click here to start the

registration.

1

Each Market receives a QA-Instance and a Productive-Instance. I-Portal can be accessed by CPN Network and Internet.

The example below provides an example for the German market. Please replace the country code „de“ by your

corresponding country code (ISO).

QA-Instance:

https://iportal-de-qa.cpn.vwg (CPN) or https://iportal-de-qa.volkswagenag.com (Internet)

Productive-Instance:

https://iportal-de.cpn.vwg (CPN) or https://iportal-de.volkswagenag.com (Internet)

Open I-Portal

Page 8: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

RegistrationThere are two possibilities to register in the I-Portal

Department: K-SIOC/32Status: December 2016 9

Option 2

If you have a Global

User ID use it for

registration. Your

Dealer Portal Profile

will be connected to

the I-Portal Account.

(Slide 13 - 16)

Option 1

If you have no Global

User ID fill out the

required fields and

complete registration.

In I-Portal you have

the possibility to

request a Global User

ID.

(Slide 10 - 12)

Here you can

find Help for the

Registration.

Page 9: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

RegistrationOption 1: Registration via your E-Mail adress (1/3)

Department: K-SIOC/32Status: December 2016 10

Password policies:

• Minimum length of eight characters

• At least three of the following character types: capital

letter, lower case latter, number, special character

• A maximum of three successive characters

I-Portal password policy

Type in your contact data. All fields are mandatory.

If you own a PKI-Card and want to use the Certificate Login (Slide 21), please enter the same email address, with which you are registered on the PKI-Card.

2

Set your password, according to the password policies.

3

Type in Text Verification

4

Click “Submit”.

5

Page 10: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

RegistrationOption 1: Registration via your E-Mail adress (2/3)

11Department: K-SIOC/32Status: December 2016

1. The User will receive an email with a verification link after

successful registration.

2. By clicking on the verification link the user ensures that he

registered with the correct E-Mail address in I-Portal.

Steps after successful registration

Page 11: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

Department: K-SIOC/32Status: December 2016 12

A click forwards you to the

I-Portal Login Page.

3. After clicking the confirmation link in the verification mail, you will

be guided to this page.

4. The Registration was successful.

5. Go back to I-Portal login page and log in with your credentials.

Steps after successful registration

RegistrationOption 1: Registration via your E-Mail address (3/3)

Page 12: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

RegistrationOption 2: Registration with existing Global-User ID (1/5)

Department: K-SIOC/32Status: December 2016 13

Type in your Global User ID and

your Dealer Portal password.

2

Click „Import User“.

3

Page 13: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

Department: K-SIOC/32Status: December 2016 14

Type in your contact data. First

Name, Last Name and E-Mail

Address are mandatory fields.

If you own a PKI-Card and want

to use the Certificate Login

(Slide 21), please enter the

same email address, with which

you are registered on the PKI-

Card.

Personal data already saved in the Dealer Portal is imported

automatically. The Data can be edited before association.

Edit Data

4

Click „Save Data“

5

RegistrationOption 2: Registration with existing Global-User ID (2/5)

Page 14: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

Department: K-SIOC/32Status: December 2016 15

1. The I-Portal‘s password guidelines differ from those

of the Dealer Portal.

2. Please choose a new password in line with the I-

Portal password guidelines.

Password

Click „Save“.

Choose a new password in

line with the I-Portal

password guidelines (see

Slide 10).

6

7

RegistrationOption 2: Registration with existing Global-User ID (3/5)

Page 15: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

16Department: K-SIOC/32Status: December 2016

RegistrationOption 2: Registration with existing Global-User ID (4/5)

1. The User will receive an email with a verification link after

successful registration.

2. By clicking on the verification link the user ensures that he

registered with the correct E-Mail address in I-Portal.

Steps after successful registration

Page 16: I-Portal Training · all sales and after sales business processes and will replace Dealer Portal. ... • I-Portal offers an optional Content Management System ... (contract number)

K-SIOC – Competence in Integration

Department: K-SIOC/32Status: December 2016 17

A click forwards you to the

I-Portal Login Page.

3. After clicking the confirmation link in the verification mail, you will

be guided to this page.

4. The Registration was successful.

5. Go back to I-Portal login page and log in with your credentials.

Steps after successful registration

RegistrationOption 1: Registration with existing Global-User ID (5/5)