User Guide Prime Portal General CGI Group Inc

User Guide Prime. Portal – General © CGI Group Inc.

Index • • • What is Prime. Portal GUI & Branding Terminology Integrations Components URL & Languages Navigation Authentication Role-based permissions Module : General

What is Prime. Portal? This user guide will give you a general introduction to Prime. Portal. Due to the fact that Prime. Portal always is coupled with #define we will also give you a short introduction to that tool. Module : General

What is Prime. Portal? Prime. Portal and #define are used to obtain increased control and visibility throughout our deliveries at CGI, Prime. Portal for the client and #define for the IT-delivery organization. The two tools are tightly integrated with each other. Module : General

What is Prime. Portal? ØCollaboration and service management portal for our clients Ø Web based Ø Provided as Saa. S, securely hosted by GIS CGI Ø Clients view Ø Common repository for distributed application management Ø Web based Ø Provided as Saa. S, securely hosted by GIS CGI Ø IT-delivery organizations view Module : General

What is Prime. Portal? …is used across CGI to shorten communication routes and increase collaboration between the customer and the IT-delivery organization . . . is a webbased portal accessible over internet . . . is a service provided & hosted by CGI (Saa. S) Prime. Portal… is the clients view of the delivery . . . is dynamic and possible to brand customize according to clients demands Module : General . . . offers single-point-ofinformation & single-point-of -service for clients …put the client in the driver seat and give them full control and visibility of the delivery

GUI & Branding Clients logotype can be added Header background colour can be changed Appropriate texts and images can be added to the different portal sections It is possible to change the GUI and branding to fit the clients demands Module : General

Terminology One example of that is the tab names. In The this case terminology in the Orders could be named portal is dynamic Tickets instead Another example is the title of a component, System information could be called Project status instead Module : General

Integrations Client Prime. Portal has a number of integrations in place against CGI’s systems such as #define, One. ITSM and Customer. First for example. The client therefore only need one tool to view and monitor the delivery. Prime. Portal #define One. ITSM Customer. First CGI CGI Module : General

Components Prime. Portal contains a selection of components which are added and configured according to the client/delivery demands. The components are role-based and customizable. Some examples coming up. Module : General

Components - File archive - Used to share and collaborate files between the IT-delivery organisation and the client (e. g. documents and reports) Module : General

Components - Ticket tracker - In the Ticket tracker the clients raise requests against the IT-delivery. The ticket tracker is highly flexible both with regards to layout as well as process Module : General

Components - Dashboards - Performance management dashboards for tickets and incidents provided by Customer. First - The dashboard offer the client a graphical overview of tickets/incidents grouped by different categories such as by Status or by Days outstanding for example Module : General

Components - Contacts - List of contacts for the project/delivery/client - FAQ - List of frequently asked questions and answers - File share - Used to manage large files not suitable for the file archive - KPI Indicator - A visual aid to help communicate the progress achieved towards an already specified goal (e. g project, object or system) Module : General

URL & Languages Every portal has a client specific URL, which has the following format: https: //<clientname>. primeportal. com where, <clientname> = Name selected by the client/delivery For example: https: //demo. primeportal. com https: //atlascopco. primeportal. com https: //schenker. primeportal. com Prime. Portal is multilingual, today supported in English, Dutch, French & Swedish. However, tab names and portal contents can be written in any language. Module : General

Navigation via horizontal tabs. A left-hand Quick Launch Bar is optional on each tab. A Home page tab is always visible on each portal. The home navigation structure is dynamic page. The usually displays general information regarding the and can be configured in various delivery. ways. The user navigates via the horizontal Tabs or the left-hand Quick Launch Bar. Navigation via vertical Quick Launch Bar Module : General

Authentication Prime. Portal supports different types of authentication: 1. Local user accounts 2. CGI users 3. One. ITSM users Local user accounts The account is stored in Prime. Portals Active Directory (AD) The portals user administrator can create and administer the accounts CGI users A trust is setup towards CGI’s user catalogue, which enables users to login with their windows (groupinfra) account information One. ITSM users A trust is setup towards Remedy’s user catalogue, which enables users to login with their Remedy (groupsvcs) account information Module : General

Role-based permissions Permission groups are possible to define as per function levels. A function could be a component, tab, a sub-level page or a page content. Authority groups are basically defined in two categories: By default groups These groups are defined while creating the portal itself They are defined on function <Tab name> read & write Self defined groups The client can request new groups apart from default groups Module : General

Questions? If you have any further questions feel free to contact us at: servicedesk@cgi. com Module : File Archive

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