PLM_Agile_Supplier-Access-Training-Guide

Report
Supplier PLM Agile Access Guide
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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
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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
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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
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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
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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
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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’
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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
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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:
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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
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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
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4) Agile UPK Access – can be through 3
ways
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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
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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.
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5) PLM Partner Portal – IT Issue Submission
http://plmportal.dell.com/public/welcome.aspx
Two Ways to get into “Application Issue Submission” pages
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5) PLM Partner Portal – IT Issue Submission
Fill-in selected ‘Application’ and ‘Questions’ to submit
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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
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