ProjektPortal Userguide - Siemens · PDF fileProjektPortal – Userguide ... You can log in either by PKI or by user ID or SMS-PIN. Intern ... Page 7 of 24 3.3.1 Siemens PKI Login

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IC IT RL PLM WEB, 30.09.2016 userguide_projektportal_en.doc

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Data Exchange via ProjektPortal

ProjektPortal

Userguide

May 2016

V2.7

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GS IT ECM WEB SCS, 30.09.2016 userguide_projektportal_en.doc

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ProjektPortal – Userguide

Document information

File name userguide_projektportal_en.doc

Owner: IC IT RL PLM WEB

Responsible: Margarita Kahlert

Editor: Andrea Raithel

Print date

Revision

Version Name Department Date Description

1.0 Alexandra Huberth I MO IT 41 31.01.2005 Creation of ProjektPortal User Guide – Portal 6

1.1 Petra Waldmann I MO IT 41 28.08.2006 Adoption to Oracle Content Database (OCDB)

1.2 Petra Waldmann I MO IT 41 12.12.2006 Integration of WebDAV Client

1.3 Dorothea Malsch I MO IT 41 9.02.2007 Adoption to Windows XP

1.4 Petra Waldmann I MO IT 41 27.03.2007 Adoption of the screenshots to the new Portal-Layout

1.5 Dorothea Malsch I MO IT 41 16.04.2007 Including chapter 5.3: Oracle Realtime Collaboration

1.6 Dorothea Malsch I MO IT 41 11.07.2007 Adoption of the new interface of Terminal Services and elimination of chapters no longer available

Rolle Name Org. Unit Date Signaturen

Released by Margarita Kahlert IC RL IT PLM WEB

(003) Margarita Kahlert

Checked by Jonathan Tietz IC RL IT PLM WEB

(002) Jonathan Tietz

Authored by Andrea Raithel IC RL IT PLM WEB

(001) Andrea Raithel

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1.7 Marco Hegmann I MO IT 41 12.07.2007 Adoption of informations concerning compliance and chapters for the application “SAP cFolders”

1.8 Marco Hegmann I MO IT 41 27.11.2008 Adoption of the new URLs

1.9 Marco Hegmann I MO IT 41 17.12.2008 Adoption of the new Layout

2.0 Marco Hegmann I MO IT 41 09.04.2009 Adoption of the new screenshot for OWA 2003

2.1 Petra Waldmann I MO IT 41 12.10.2009 Adaption to new portal version

2.2 Petra Waldmann I MO IT PLM

WEB

05.01.2011 Deletion of the login via smart card and complete revision

2.3 Andrea Raithel IC RL IT PLM

WEB

30.03.2012 Adoption acc. new company organization of Oct. 2011


WEB

27.02.2013 Adoption


WEB

19.08.2013 Revision after Go Live of Business Partner File Exchange

2.6 Andrea Raithel IC IT RL PLM

WEB

28.10.2013 Adoption after start of the new fiscal year 2013/2014

2.7 Bernd Scherer GS IT ECM

WEB SCS

25.05.2016 Updating URLs, Images

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1 Contents

ProjektPortal – Userguide...................................................................................................................... 2

1 Contents ........................................................................................................................... 4

2 User Application .............................................................................................................. 5

3 Starting the ProjektPortal ............................................................................................... 6

3.1 Starting the Browser .......................................................................................................... 6

3.2 Entering the URL ............................................................................................................... 6

3.3 Login .................................................................................................................................. 6

3.3.1 Siemens PKI Login (for internal employees) ..................................................................... 7

3.3.2 Login via SMS-PIN (internal employees and external users with their own mobile phone)7

3.3.3 Login via SecurID Token (for internal and external users) only in exceptional cases ...... 8

4 The ProjektPortal User Interface..................................................................................11

4.1 Tab „Home“ .....................................................................................................................11

4.1.1 User Information ..............................................................................................................11

4.1.2 Siemens Stock Quote ......................................................................................................12

4.1.3 SCD .................................................................................................................................12

4.1.4 ProjektPortal News ..........................................................................................................13

4.1.5 Project Member List ........................................................................................................13

4.2 Tab „Applications“ ...........................................................................................................14

4.2.1 Business Partner Collaboration File Exchange ...............................................................14

4.2.2 OBBS (Online Besprechungszimmer-Buchungssystem) ................................................15

4.2.3 RMT (Request Management Tool) ..................................................................................16

4.2.4 Channel “SAP cFolders” ..................................................................................................17

4.3 Tab „E-Mail (Outlook Web Access)“ ................................................................................18

4.4 Tab „Terminal Server“ .....................................................................................................19

4.4.1 Client Installation .............................................................................................................19

4.4.2 Terminal Server - Login ...................................................................................................19

4.4.3 Logout – Ending a Session .............................................................................................21

5 ProjektPortal Options ...................................................................................................22

5.1 Language .........................................................................................................................22

6 Logout ............................................................................................................................23

6.1 Logout via the „Logout“ Menu Item .................................................................................23

6.2 Session Time Out ............................................................................................................23

6.3 Logout by Closing the Browser Window .........................................................................23

7 Appendix ........................................................................................................................24

7.1 Reference Sheet (incl. Contacts & URLs) .......................................................................24

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2 User Application

Detailed information for the user application request you will find in the following

document:

https://workspace.ts.siemens.de/content/10001470/en/bpde_projektportal/projektport

al/default.aspx

The application form for using the ProjektPortal can be found at the following URL:

https://aw.siemens.com:1443/apex/f?p=2000:210

Here please fill in your e-mail address and click to "Continue".

Caution! Your PKI-card must be in function for opening the user application form.

https://workspace.ts.siemens.de/content/10001470/en/bpde_projektportal/projektportal/default.aspx

https://workspace.ts.siemens.de/content/10001470/en/bpde_projektportal/projektportal/default.aspx

https://aw.siemens.com:1443/apex/f?p=2000:210

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3 Starting the ProjektPortal

3.1 Starting the Browser

In order to be able to log into the ProjektPortal, you first have to call up a browser

such as the Internet Explorer.

You can start the browser by clicking on the browser icon on your desktop or by

invoking it either from the Windows start menu or via Windows Explorer.

3.2 Entering the URL

You can access the ProjektPortal via the following URL, which you must enter in the

address line of the browser:

https://www.siemens.com/projektportal

Tip: Create a bookmark (via Favorites) in your browser. This saves you having to

enter the URL manually again.

After you have entered the URL, the following start page of the ProjektPortal is

displayed:

3.3 Login

You can log in either by PKI or by user ID or SMS-PIN.

https://www.siemens.com/projektportal

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3.3.1 Siemens PKI Login (for internal employees)

When selecting “Login via PKI” via Intranet, the following login mask appears:

After petition of your PKI and pressing the OK button you are directed to the

ProjektPortal user interface.

If the PKI login mask is not shown at the Projekt Portal registration, please delete

your “Cookies” and “Data” once in the Internet Explorer.

3.3.2 Login via SMS-PIN (internal employees and external users with their own

mobile phone)

To use the SMS PIN access to the ProjektPortal it is necessary to deposit once a time

a PIN in your ProjektPortal profile. (New external users will receive the Starting PIN

with an e-mail informing them of access to ProjektPortal)

For this please get access to the ProjektPortal for example with PKI, click to your user

name (on the right top side of the homepage) and deposit there your SMS PIN of 5

numbers (only numbers, no letters).

In case of your mobile phone number is deposited in SCD, this number will be used

for SMS login automatically.

In case of your mobile phone number does not exist in SCD, you may deposit your

private mobile phone number or even a landline telephone number (same procedure:

click to your user name on the right top side of the homepage).

For getting access you will have to use your PIN (the 5 numbers) + the TAN which will

be sent to your mobile phone.

There are two possibilities for depositing your PIN and mobile phone number. First via

clicking to your user name (on the right top side of the homepage)

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or via the Channel “User Information” (see a separate chapter)

For Business Partners the PIN will be created via the access request for the

ProjektPortal and will be sent to the user by mail as soon as the workflow for access

is finished.

3.3.3 Login via SecurID Token (for internal and external users) only in exceptional

cases

To register via Internet via SecurID, you need a RSA SecurID token.

You can reach the fields of the login mask with the cursor by mouse click or by

tabulator button.

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User-ID

The UserID consists of a code letter (Prefix) and the identification, which is imprinted

on the reverse side of the RSA SecurID Token. Your UserID will be sent to you via e-

mail by the PPortal-Team after your request is finished.

If the code letter (Prefix) is “ext”, for example, and the identification 51483866, the

UserID will be ext51483866.

User-ID

ext51483866

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Passcode (multidigit character string)

The passcode consists of your personal multidigit identification (PIN) and a 6-digit

SecurID which changes every minute and is displayed on the RSA SecurID token. If

your personal identification is 12345, for example, and the SecurID 032848 is

displayed, you will have the following passcode: 12345032848.

When you enter the Passcode, it is encoded which means that an asterisk appears in

place of each character.

Passcode

* * * * * * * * * * *

Confirm this by clicking on “SecurID-Login” or pressing the “Return” key.

If you do not enter the correct passcode, a new page is displayed with a message

indicating that the authorization has failed. By clicking on an appropriate link on this

page, you can return to the “Login Menu” where you can log in again.

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4 The ProjektPortal User Interface

For a better overview in the ProjektPortal, the applications were divided into different

“Tabs”.

4.1 Tab „Home“

In the tab „Home“ you can find different information applications, for example an

introduction to the ProjektPortal, User information Siemens Stock Quote, Siemens

SCD, Project Member List, ProjektPortal-News.

4.1.1 User Information

The User Information contents user-dependent information.

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Register of PIN and mobile phone number for the access to the ProjektPortal

via SMS-PIN:

Here you may enter or change your PIN and mobile phone number. For this please

click to the symbol “gear wheel” in the upper rigth corner. The SMS will be sent to this

number to access the ProjektPortal via PIN and TAN (sent by SMS). Please finish this

with the button “Save”.

4.1.2 Siemens Stock Quote

Here you will find the current Siemens Stock Quote.

4.1.3 SCD

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The Siemens Corporate Directory (SCD) is the single enterprise-wide communication

system for the Siemens Group.

4.1.4 ProjektPortal News

In this channel you can see current news for ProjektPortal and the maintenance

dates for various systems within the ProjektPortal.

4.1.5 Project Member List

In this Channel project managers as well as team members of a common project of

Business Partner File Exchange (details in chapter 4.2.1) are informed about the

members of a project (name, e-mail, project roles).

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4.2 Tab „Applications“

Via the tab „Applications“ you may use applications like BPC File Exchange, OBBS,

RMT and SAP cFolders. (The content of “Applications” depends on your user rights).

4.2.1 Business Partner Collaboration File Exchange

The BPC File Exchange allows you to store and organize electronic documents in a

web-based file system.

You have the possibility to access the BPC File Exchange via the channel „BPC File

Exchange“ on the ProjektPortal user interface.

A detailed user guide for „BPC File Exchange“ you will find by a click to User Guide in

the BPC File Exchange channel

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4.2.2 OBBS (Online Besprechungszimmer-Buchungssystem)

You can book your conference room online via Online Besprechungszimmer

BuchungsSystem, OBBS.

You are lead step by step through the online booking via an OBBS booking mask. For

this purpose, you are required to enter the necessary data.

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4.2.3 RMT (Request Management Tool)

The RMT (Request Management Tool) is at your disposal as channel in the

ProjektPortal and consist of about 55 subsystems

The web application "RMT" you need for the recording of requirements (requests) and

its processing with defined workflows.

Please find further information about dealing with the RMT in a short guidance

1. via the ProjektPortal under the Link „RMT“

2. or on the Mobility intranet sides under the following URL:

https://extranet1.siemens.com/rmt/cfm/help/index.cfm

https://extranet1.siemens.com/rmt/cfm/help/index.cfm

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4.2.4 Channel “SAP cFolders”

Please consider the references for the use of “SAP cFolders”. You can find

them via the red coloured link. Amongst others, you can find information here,

about how log in and how to procure documents.

You can gain access to the login surface via the link “my SAP cFolders”.

You can access cFolders by clicking on the Icon or on “SAP cFolders GUI” with

Single-Sign-On (SSO)

You can find detailed information about the specific functions of “SAP cFolders” via

the menu item “Help”.

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4.3 Tab „E-Mail (Outlook Web Access)“

Outlook Web Access (OWA) is available with its usual functions in the ProjektPortal.

For this please login into OWA with your domain as well as your user name and your

windows password (an example is shown in the picture).

Please note that your domain is location-dependent.

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4.4 Tab „Terminal Server“

Via the tab „Terminal Server“ you can gain secure access to a reduced version of

your Siemens desktop respectively to your e-mails via Outlook.

4.4.1 Client Installation

The access to the CITRIX terminal servers is made by a special software component

which is named “CITRIX-Receiver”.

When starting the webinterface it is tested, if the “CITRIX-Receiver” is installed on

your computer. If it is detected that there is no “CITRIX-Receiver” installed, you will

find a link for the download there.

Important Note: The “CITRIX-Receiver” can only be installed if the user has

administration rights to his computer.

4.4.2 Terminal Server - Login

For the registration on the CITRIX terminal server the following login data is

necessary:

- username (your windows username),

- password (your windows password) and

- domain (location-dependent)

After you have entered your login data and with a mouse clicked on the button “Log

on” you have access to the terminal server gateway with all the for you registered

applications and desktops.

After a successful authentication you can see the “Desktop” icon in the field

“Applications”.

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With a mouse click on the icon you get access to your desktop via terminal server.

Here you can edit your project documents, e-mails, etc. location independent.

Important Note: To make sure that Outlook runs stably in a terminal server

session, do not open Outlook on your conventional workplace-System/CAT

client at the same time!

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4.4.3 Logout – Ending a Session

Please end a terminal server session always via

„Start“ / „Shut down “ (Start / Log Off)

and not simply via closing the window. Otherwise your session will be closed, but it

remains stored on the terminal server furthermore.

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5 ProjektPortal Options

5.1 Language

You can adjust the language of the ProjektPortal user interface via the browser

(“Tools” / “Internet Options” / “Languages”).

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6 Logout

While you are logged into the ProjektPortal, you can access all the applications and files.

For this reason, please ensure that unauthorized persons do not gain access to these

applications and files. We therefore recommend that you logout if you are going to be

away from your workstation for any period of time.

6.1 Logout via the „Logout“ Menu Item

Once you have logged out from the ProjektPortal via the “Logout” menu item, you can

close the browser.

6.2 Session Time Out

If the ProjektPortal is not being used for a period of 120 minutes, you will be logged out

automatically. In order to be able to continue using the ProjektPortal again, you must

log in again.

6.3 Logout by Closing the Browser Window

You can use the “Close” button in the title bar of the browser window to end the log in.

Technically speaking, however, this is not the same as using the logout procedure. For

this reason, we recommend that you avoiding this method for logging out.

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7 Appendix

7.1 Reference Sheet (incl. Contacts & URLs)

ProjektPortal U

RL

http://www.siemens.com/projektportal

Tab

s

Home General information channels

Applications Only intranet applications

E-Mail (OWA) Access to e-mails via OWA

Terminal Server Desktop via Terminal Server

Co

nta

ct

Email: [email protected]

http://www.siemens.com/projektportal

mailto:[email protected]

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ProjektPortal Userguide - Siemens · PDF fileProjektPortal – Userguide ... You can log in either by PKI or by user ID or SMS-PIN. Intern ... Page 7 of 24 3.3.1 Siemens PKI Login