Preparing for Cloud Services

When you first gain access to Cloud Services, consider the following workflow that can help you quickly create users and assign access to Cloud Service applications:

  1. Learn about the Cloud Portal. The Cloud Portal is the landing page to the Cloud Service applications. Both users and administrators will use this page. For more information about the Cloud Portal, refer to About Cloud Portal.
  2. Review the Identity Management Administration Guide to learn how to manage user identity and access, including the following:
    • Managing user accounts
    • Managing companies
    • Managing the password policy
  3. Depending on the Cloud Service applications that you are using, review the product-specific Cloud Services documentation to learn about the following:
    • Using Cloud Service applications.
    • Assigning application-specific privileges or permissions for function or application access.
    • Understanding the parts of your Cloud Service applications that may differ from typical, on-premises deployments of the same applications.

    For details on the relevant documents for each product, see Where to Go From Here.

  4. Review the Reporting Administration Guide to learn how to create and manage reports for P6 EPPM and Primavera Unifier:
  5. Coordinate with the administrators for your Cloud Service applications to determine the users that require access to Cloud Service applications and the access type they require.
  6. Determine the password policy.
  7. Create user accounts in Cloud Administration. You can add users one at a time or import users in bulk. For details, see the Identity Management Administration Guide.
  8. If you haven't already done so, assign application access to each user. For details, see the Identity Management Administration Guide.
  9. Reset each user's password in Cloud Administration. For details, see the Identity Management Administration Guide.

    Note: For details on enabling identity federation with Cloud Services, see Enabling Federated Identity Single Sign-On (SSO) Through SAML 2.0 For Primavera Products Hosted In Oracle Cloud (Doc ID 2087067.1) on My Oracle Support at http://support.oracle.com.

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Last Published Wednesday, November 28, 2018