Supplier PLM Agile Access Guide • • • • • • PLM Partner Portal Video Overview Demo PLM Agile Access Account Request PLM Partner Portal Log-on Agile Log-on Agile UPK On-Line Training Submit IT Issue & Check Issue Status November, 2011 PLM Partner Portal – Overview Guide Links http://plmportal.dell.com/public/welcome.aspx 5 min. Video PLM Partner Portal Overview Demo A quick guide on How to Apply PLM Partner Portal and other Applications Account (i.e. Agile) A quick guide on How to Submit IT Application Issues and Check the Submitted Issues Status 2 Confidential Agile PLM PQM 1) PLM Partner Portal – ‘Agile Account Request’ http://plmportal.dell.com/public/welcome.aspx Two Ways to get into “Request Access” pages and apply PLM Partner Portal and other Applications Account (i.e. Agile) ** ** To submit a request for an account to an application on the Portal, please choose the application you require access to. That Support team will automatically create your DELL PLM Partner Portal account as well as grant you the required access to the application you chose 3 Confidential Agile PLM PQM 1) PLM Partner Portal – “Agile Account Request ” Select ‘New Account’ and fill-in all required fields and selected Application(s) (i.e. ‘Agile’), then click ‘Submit’ Note: Must provide your “DELL Sponsor E-mail address” for he/she will apply for an Agile account on your behalf. Please request Agile Account for PQM/AIC ** Dell Sponsor – is your DELL project Counterpart 4 Confidential Agile PLM PQM 2) PLM Partner Portal Log-on PLM Partner Portal – a SharePoint-based web site that not only provides scalable Application Access, but also with each application Training Materials, FAQ, Job Aids,… for DELL & Partners. To Log-on into PLM Partner Portal: User Name = E-mail Address (sample only – Format will vary for each external company/user) Password - Your PLM Partner Portal password (will be asked for change every 90 days) PLM Partner Portal is a SharePoint-based web site that provides scalable application access, a central storage and collaboration space for documents, information, ideas, Training materials, FAQ, job aids,… for DELL & Partners 5 Confidential Agile PLM PQM 3) PLM Agile Access – 1. Through PLM Portal Once Log-on PLM Partner Portal Under ‘Product Data Management’ Click ‘Agile’ sub-site Click ‘Launch Application’ ‘Login using Agile ID & PW’ Note: please be aware 6 Confidential To this release: Your Agile Username / Password is different from PLM Portal and other application account -see next slide Agile PLM PQM 3) PLM Agile Access – 2. Agile Standalone Link • Access – Login as Agile Web Client Account https://agile.us.dell.com/Agile/PLMServlet • Access [log-in] Instructions: – User ID › User Name = E-mail Address (sample only – Format will vary for each external company/user) – Password Agile account password (every 60 days need to be changed) Note: Agile account will be inactivated if user does not [fails] to log into his/her account within a 90-day period. See next slide to request Agile Password – ‘Re-instate’ or account ‘Update’ 7 Confidential Agile PLM PQM 3) PLM Agile Account – Re-instate, Update Select ‘Update’ or ‘Re-instate’ and fill-in all required fields and selected ‘Agile’, then click ‘Submit’ Note: Must provide your “DELL Sponsor E-mail address” for he/she will apply for Agile account change Re-instate or Update on your behalf. Please select Agile for Re-instate or Update ** Dell Sponsor – is your DELL project Counterpart 8 Confidential Agile PLM PQM 4) Agile UPK – Online Training Agile UPK Training (User Productivity Kits) – an on-line interactive, self explanatory tool to provide step-by-step training and is accessible from following area: • • • • Agile 9.3 – Complete Basic UI training Agile PQM – Product Quality Management Agile PPM – Product Portfolio Management Coming Soon - AIC – (Agile I-Drive Consolidation) UPK provides the following modes of interactive training: • “See It” – a demonstration mode • “Try It” – hands on practice in a simulated environment • “Print It” – a printable Job Aid with step by step instructions 9 Confidential Agile PLM PQM 4) Agile UPK Access – can be through 3 ways 1. Stand-Alone Content Player https://agileupk.us.dell.com 2. Integrated into Agile and accessible from Help Function https://agile.us.dell.com/Agile/PLMServlet • Click ‘Help’ button in Agile to access UPK 3. Accessible from the PLM Partner Portal http://plmportal.dell.com/public/welcome.aspx • Login Under ‘Training’ ‘Oracle UPK’ sub-site Click ‘Log into Oracle UPK’ link. ** See next slide for 3 way to logon UPK 10 Confidential Agile PLM PQM 4) Agile UPK Access – can be through 3 ways 1 3 2 11 Confidential Agile PLM PQM 4) Agile UPK Access – Log-on When Log-on: https://agileupk.us.dell.com • External: Have to have PLM Partner Portal account first to access UPK (Click Here for instruction) User Name = E-mail Address (sample only – Format will vary for each external company/user) Password – will be asked for change every 90 days 12 Confidential Agile PLM PQM 4) Agile UPK (User Productivity Kits) Training See It - a demo of the task(s) with step/action explanations of the process that needs to be followed. Try It - hands-on practice in a simulated environment. Print It – a printable (Save/Print) step-by-step study guide. 13 Confidential Agile PLM PQM 5) PLM Partner Portal – IT Issue Submission http://plmportal.dell.com/public/welcome.aspx Two Ways to get into “Application Issue Submission” pages 14 Confidential Agile PLM PQM 5) PLM Partner Portal – IT Issue Submission Fill-in selected ‘Application’ and ‘Questions’ to submit 15 Confidential Agile PLM PQM 6) PLM Partner Portal – Check Submitted IT Issues Log-on PLM Partner Portal Click ‘Quick Links’ ‘Job Aids’ Open ‘How to Check Trouble Ticket Status…’ file for detail instruction 16 Confidential Agile PLM PQM