How To Create New Livelink Accounts - EP Americas (SL76167) - As of 26 January 2012

HP Service Manager-Knowledge Documents: SL76167
Page 1 of 9
How to create new Livelink accounts - EP Americas

Symptom Cause Fix Please contact Helpdesk to resolve this quoting Primus ID SL76167 as this requires administrative rights.
Support information: Detailed support information in Primus: Vertical Support entry SL25095
Document Id: SL76167 Document Type: fixscript Creation Date: 11/24/10 08:34:24 Expiration Date: Category Asset Customer Supported Applications Last Update Time
Region: EP Americas
06/23/11 12:10:40 Last Update By
How to create Single Sign On Functional Accounts:
Kenneth.Simmons
Functional SSO accounts are allowed only after the approval from Instance Custodian. Before proceeding, get the answers for the Functional Account Create Questionnaire from the requestor and forward to Instance custodian for approval. This allows GI functional account to login to Livelink automatically using their GI credentials. A GI functional account is used at offshore locations for individuals who work shifts.
Author:
Follow the below steps to create the account.
1.
Navigate to the following url: http://swwus-ep-livelink.shell.com/livelink/livelink.exe?func=ll&objId=9987905&. ;objAction=browse&sort=name
2.
Click on the Livelink instance name where you want to create an account.
3.
Click on Add New Item > User.
4.
Enter user details in the User Creation Form.
a.
The Log-in Name field should be in the format of domain\Computer User ID-F. This information can be obtained from the Computer User Id field in <. U>Whos Who. Please make sure that the log-in name is all lowercase and contains no spaces.
b.
Select !EPLL_Basegroup for all the instances from the Department dropdown.
http://sww-sm-prod.shell.com/sm71/printDetail.do
1/26/2012
Page 2 of 9
c.
Set the option Single Sign-On (SSO) User is True.
d.
Complete other account details (First Name, Last Name, Title, E-mail, Title, Time Zone and Phone).
e.
Always ensure that only the default Log-in enabled and Public Access enabled checkboxes are checked.
5.
Click the Submit button.
6.
Notify the requestor that the account has been created.
How to create Single Sign On Individual Livelink Accounts:
IMPORTANT: In principle NO EP SSO individual accounts should be created manually on EP instances where UM tool is involved. All SSO Account Create requests in instances running UM tool sh. ould be returned using the email template provided in this-link. If there is an urgent need for an account that has not yet been added by UM Tool, Instance Custodian should give approval.
Important : Motiva users' account should be created as SSO with Public Access Disabled.
Note:
1. 2.
We need to create the accounts manually for the users who's OU is not part of the EP-OU list. Account for users with VSAT domain will get created by on EP instances where UM tool is involved. However, for users with VSAT domain and OUs not supported by UM Tool, capturing sponsors name in Office location is mandatory. Follow the below steps to create the account.
1. Navigate to the following ing url: http://swwus-ep-livelink.shell.com/livelink/livelink.exe? func=ll&objId=9987905&objAction=browse&sort=name
2.
3.
Click on Add New Item>User.
4.
a.
The Log-in Name field should be in the format of domain\firstname.lastname. This information can be obtained from the Windows Account field in Whos Who or Active Directory. Please make sure that the log-in name is all lowercase and contains no spaces.
b.
Select the appropriate Department:
1/26/2012
Page 3 of 9
i. ii. iii.
For Shell EP staff, select !EPLL_Basegroup For MOTIVA, select !Public_Access_Disabled_JV_Group For Shell non-EP staff, select as below
SIEP US TW --> !SIEP_GLL_OtherShell EP Projects Houston --> !EPPUS_GLL_OtherShell EP Americas Internal & External --> !Other_Shell
c.
Set the option Single Sign-On (SSO) User is True.<.
/o:p>
d.
Complete other account details (First Name, Last Name, Title, E-mail, Title, and Phone). For MOTIVA Users,Title should be taken from Alias from Shell GAL, Office location should be taken from Shell GAL.
e.
Always ensure that only the default Log-in enabled checkbox is checked.
5.
6.
Notify the user that the account has been created.
How to create Extranel Livelink Accounts for Non-Shell users:
Livelink extranet account requests will be raised mostly by Tucker, Leslie C SEPCO-EPW-T-IM/ITstyle="FONT-SIZE: 8pt; FONT-FAMILY: Tahoma; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-GB"> or Richard, Terry A SEPCO-EPW-T-IM/IT. Extranet account requests from other users should be processed only after authorization from Tucker, Leslie C SEPCO-EPW-T-IM/IT or Richard, Terry A SEPCO-EPW-T-IM/IT in their absence Simmons, Kenneth L SEPCO-EPT-IT-W.
1.
Navigate to the following url: http://swwus-ep-livelink.shell.com/livelink/livelink.exe? func=ll&objId=9987117&objAction=browse&sort=name
2.
3.
4.
a. Tom_R_Smith).
The Log-in Name field should be in the format of Firstname_MiddleInitial_Lastname (e.g.
1/26/2012
Page 4 of 9
b.
Select !Extranet from the Department dropdown. Note: If !Extranet is not available then select department as !Other_Shell
c.
Enter a unique password in the password field. The password you choose: -
Can't contain the slash symbol. Can't contain more than 16 characters. Must contain at least 8 characters.. Must contain digits. Must contain upper and lower case characters. Must contain special characters such as @*$?! But not forward slashes (/).
d.
Set the option
Single Sign-On (SSO) User is False.
mal style="MARGIN: 0in 0in 0pt">
e.
Complete other account details (First Name, Last Name, Title, E-mail, Title, Phone).
f.
Capturing of the sponsor's name at Office location is mandatory. The Sponsor should be a Shell EP staff.
g.
Capture the Contract Number in Fax column. For EPW the instruction will be that the contract number will not be mandatory, with reference to refer to the template document in EPW: http://swwus-eplivelink.shell.com/livelink/livelink.exe/IMP9007_Request_for_Livelink_Extranet_3rd_Party_Access.doc? func=doc.Fetch&nodeId=14523621.
h.
IMPORTANT: Ensure that only the default Log-in enabled checkbox is checked. Public access should be disabled.
i.
Set the expiry date to 30 days ahead.
5.
6. sponsor.
Send the login details ONLY to the requestor using the Email Template. IMPORTANT: The login details SHOULD NOT be sent directly to the external user or the account
How to create SSO accounts for External users available in Shell AD:
These accounts are created for external users who are part of Shell external AD. They need SSO access to Livelink because they
1/26/2012
Page 5 of 9
use servers like Citrix to connect.
Note: Such accounts can be created for any External users available who are available in Shell Active Directory (shellexternal.com). Such requests should have a Sponsor who is a Shell staff and who also works closely with external user. We can create such accounts on any EP instance because these TPA users are available on Shell AD
Follow the below steps to proceed with such requests,
1. Check Shell external active directory (ShellExt. ernal.com) to verify the external account (firstname.lastname-x) has been activated for the user. If the user account is present, go to step-4. 2. If not, forward the request to GLB_TPA_OU_PRG to activate the external (-x) account for the user. Mention in the request-message area: "Redirect the request back to GLB_EPA,EPE,EPW,EPM_IM_ASD_PRG once the external account is activated."
3. Monitor the process by the queue GLB_TPA_OU_PRG. Once you receive the request back or you make sure the -x account is activated in the Shell external active directory, proceed with creating the Livelink account. 4. Go to the Livelink instance and create the Livelink account, The login name format should be shellexternal\firstname.lastname-x (as in shellexternal.com). Please make sure that the log-in name is all lowercase and contains no paces. Select the Department as SIEP US TW --> !SIEP_GLL_OtherShell EP Projects Houston --> !EPPUS_GLL_OtherShell EP Americas Internal & External --> !Other_Shell Make the option Single Sign-On (SSO) User is True and fill the information related to external account
accordingly.
Capturing of the sponsor's name at office location is mandatory. The sponsor should be the contract holder/owner, should be Shell Staff and not from IM Organization. Note: External accounts for the users who are part of IM organization should have sponsors only from IM Organization and should be Shell Staffs
5. Click on Submit button to complete the account creation.

6. Inform the requestor (and copy the business rep. of the Livelink instance) that the Livelink account for the external user is activated.
How to create NSSO/Functional Manual Login Accounts for Shell Users:
Functional Manual Login accounts should be created only after authorization is given by Instance Custodian.
1.
Navigate to the following url: http://swwus-ep-livelink.shell.com/livelink/livelink.exe? func=ll&objId=9987117&objAction=browse&sort=name
2.
1/26/2012
Page 6 of 9
3.
4.
a.
The Log-in Name field should be in the format of Firstname_MiddleInitial_Lastname (e.g. Tom_R_Smith).
b.
Select the appropriate Department: i. ii. For Shell EP staff, select !EPLL_Basegroup For Shell non-EP staff, select as below
EN-GB style="FONT-SIZE: 8pt; FONT-FAMILY: Tahoma; mso-ansilanguage: EN-GB; mso-bidi-font-size: 12.0pt">SIEP US TW --> ! SIEP_GLL_OtherShell
EP Projects Houston --> !EPPUS_GLL_OtherShell EP Americas Internal & External --> !Other_Shell
c.
Can't contain the slash symbol.

&nb. sp; Can't contain more than 16 characters.
Must contain at least 8 characters. Must contain digits. Must contain upper and lower case characters. Must contain special characters such as @*$?! But not forward slashes (/).
d. &n. bsp; Set the option Single Sign-On (SSO) User is False.
e. Capturing of the sponsor's name at office location is mandatory. The sponsor should be should be a Shell Staff and not from IM Organization. Note: Manual login accounts for the users who are part of IM organization should have sponsors only from IM Organization and should be Shell Staffs.
f. Always ensure that only the default Log-in enabled and Public Access enabled checkboxes are checked.
5.
EN-GB style="FONT-SIZE: 8pt; FONT-FAMILY: Tahoma; mso-ansi-language: EN-GB; mso-bidi-font-size: 12.0pt">Click the Submit button.
6. Send the login credentials to the user directly using the Email Template, and inform the requestor separately that the account has been activated to the user.
1/26/2012
Page 7 of 9
How to create Livelink Admin accounts:
Livelink admin accounts are allowed only for Livelink support team members - EP IM Assist desk and RNM, can be created if the Instance custodian approves and then the Service delivery manager (or Service Manager in SDM's absence).
If any others request for Livelink admin account, ask for the business reason from the requestor. If the business reason is valid, seek the approval from the instance custodian and then the SDM before proceed further.
1. Navigate to the following url and click on the required Livelink instance: http://swwus-eplivelink.shell.com/livelink/livelink.exe?func=ll&objId=9987117&objAction=browse&sort=name
2.
Go to Enterprise> User and Groups.
3. 4.
Click on Add New Item> User. Enter user details in the User Creation Form.
a. Manual login admin accounts with content access on EPW are allowed only for RNM. Provide the login-id in the format of firstname.lastname-a. Note- Content Access is not available for IM Assist Desk on EPW, so if there is any such request for RNM team member then forward the request to EPW Tools & Stds queue. Assist desk can create accounts for Assist desk team members.
b.
Select !EPLL_Basegroup from the Department dropdown.
c.
Can't contain the slash symbol. Can't contain more than 16 characters. Must contain at least 8 characters. Must contain digits. Must contain upper and lower case characters. Must contain special characters such as @*$?! But not forward slashes (/).
d.
Set the option Single Sign-On (SSO) User is False.
e.
Complete other account details (First Name, Last Name, Title, E-mail, Title, Time Zone and Phone).
1/26/2012
Page 8 of 9
f.
Put the expiry date to 30 days ahead.
g. Capturing of the sponsor's name at office location is mandatory, for assist desk members Instance custodian will be a sponsor.
h.
Enable all user privileges (Except 'System Admin Rights').
5. . Click the Submit button.
6.
Inform the user and the requestor that the SSO user admin account has been activated.
Other Regions:
For EP Europe Livelink instances > Refer to SL28719
For EPA, SCEPCo Livelink instances > Refer to SL67647
For Global Livelink instances (TW1, TW2) > Refer to SL76168
For GEC Livelink instance (GECTeam) > Refer to SL47859
For GEC users on Non-GEC Livelink instances > Refer to SL76170
For PDO users > Refer to SL28850
For BAPETCO users > Refer to SL75753
For Woodside - Australia users > Refer to SL76169
Information
How to create Livelink Accounts? How to create Livelink Single Sign On Accounts, SSO Accounts? How to create Livelink Non Single Sign On Accounts, NSSO Accounts? How to create Livelink Functional Accounts, Admin Accounts, Manual Login Accounts, Extranet accounts? EP Livelink, EPW Livelink, EP US Livelink, External Livelink, EP Americas GI-D, Windows 2000, Desktop, Laptop
1/26/2012
Page 9 of 9
Region: Global Company: All EP Business Units Subcategory: Information Management Product type: Document & Records Management Problem type: Request - Access Asset: LIVELINK-EP Background Information : LIVELINK is Shell's corporate document management system. It's an integrated document management system for the enterprise that provides full lifecycle management for any type of electronic document, enabling users to store, manage, maintain and share documents across the Shell community. In addition, Livelink a set of sophisticated services for managing and controlling documents, including access control, version control, compound documents, audit trails and more.
2009 SHELL SMASI Project.
1/26/2012

How To Create New Livelink Accounts - EP Americas (SL76167) - As of 26 January 2012

Încărcat de

Informații document

Titlu original

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

How To Create New Livelink Accounts - EP Americas (SL76167) - As of 26 January 2012

Încărcat de

Drepturi de autor:

Formate disponibile

HP Service Manager-Knowledge Documents: SL76167