SecureIP Help Documentation

Contents

Introduction. 3

First Time Login. 3

Changing Your Password. 5

Changing Your Security Questions. 6

Forgot Password. 7

Personalize the Home Page. 9

Review Pending Requests (Self). 11

To see the membership of an SSA Assignee group, go to the SSA List. 12

Review Pending Requests On Behalf Of. 13

Open Request for Self. 14

Open Request On Behalf Of. 14

Job Request. 15

Job Selection Help. 15

Request an SAP Job. 15

Request the Removal of SAP Job. 18

SAP Job Approval Process. 18

Approving Multiple Items. 21

View Closed Requests. 22

Remote Access. 23

Request Token. 23

Remote Access Approval Process. 24

Request Token on Demand. 27

New Request Required Information: 27

Change of Delivery Method Required Information: 27

Report Damaged or Lost Token. 28

Required Information: 28

Request Removal of Remote Access. 28

Required Information: 28

Review Request Status. 29

For Self. 29

On Behalf Of. 30

Review Status. 30

Contractor Administration. 32

Contractor Creation. 32

Customer Administration. 35

Customer Create. 35

Modify Customer Access. 42

Customer Delete Process. 44

Vendor Administration. 47

Vendor Create. 47

Modify Vendor Access. 52

Vendor Delete Process. 54

Non-Employee Account Administration. 57

Add a Field to the Search Users tab. 57

Manage Non-Employee Contact Information. 58

Extend Contractor End Date. 60

Reset Password. 62

Unlock Account. 63

Disable/Enable Account. 64

Unique Identifier Lookup by a Manager. 66

HR Job Request. 67

Request Initial HR Role. 67

Select HR Access. 68

Modify HR Role Access. 71

Add Org Unit or HR Job. 71

Remove Org Unit or HR Job. 71

Approve HR Job Request. 72

BI Publisher (Reports). 76

Login Screen. 76

Running a Report. 77

Create a Favorite. 78

 

Introduction

First Time Login

Enter your Username and Password and click Login.

If you are required to change your password, the Old Password is the password used to login to SecureIP.

To see the password requirements click on the Information icon at the end of the New Password line.

You will also need to select challenge questions and set the answers so that you can use the self-service Forgot Password option on the Login Screen in the future.Select 3 questions from the available options and provide the answer for each.The answers are not case-sensitive.

Hint:If you have trouble remembering the answers to your questions, do not select questions about favorites or current, as these could change over time.Pick questions that you would answer the same way each time you are asked.

Click Submit.

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Changing Your Password

One option for changing your password is to use the Forgot Password link on the login page and answer the questions and set your password.

Another other option is to login to SecureIP.

Go to the Change Password window on the Home Page.

Complete the required fields and click Save.

Note:After each field is filled out, the password length with be modified to disguise the length of the password.

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Changing Your Security Questions

Login to SecureIP

Click the My Information link on menu on the left side of the screen

Expand the Challenge Questions section by clicking >.Your previous selections will not be displayed.

Select 3 questions, set the new answers and click Apply.

Hint:If you have trouble remembering the answers to your questions, do not select questions about favorites or current, as these could change over time.Pick questions that you would answer the same way each time you are asked.

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Forgot Password

Note:You must have previously set your security questions for this option to work.

Note:This option also works to allow the user to change their password without logging all the way into SecureIP.

If the login fails, click Forgot Password.

Enter your User Login ID and click Next.

Answer the Challenge Questions and click Next.During registration each user is prompted to select 3 questions to use as Challenge Questions and answer them in the event that the user needs the password reset in the future.The answers are not case sensitive so upper and lowercase does not matter.

Enter your new password and click Save.

If you did not answer the questions correctly, you will receive the following error.Click OK and use the Back button on the Forgot Password screen to review and correct your answers.

If your password doesnít meet the password policy requirements you will see the following message.

If you see more than 3 challenge questions or receive the error below, contact your administrator or ITCS to have your password reset.Your challenge questions have not been setup.

If your password is changed successfully, you will see the following message and can use the Back to Login button to return to the Login screen to sign in with the new password.

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Personalize the Home Page

The layout of the Home page can be modified to make accessing frequently used modules easier.

To minimize a module, click the down arrow (v) in the upper left corner.

The window will turn into a bar.The window can be opened by clicking the arrow > again.

To open a module, click the right arrow (>) in the upper left corner.

To move a module to a different location on the Home page, click the header for that module.

As you begin to drag the module, the spot where it was moved from will turn dark.As you move it into the new location, the other modules will slide down the page to make room for it.To move it to the bottom of the list, drag it to just overlapping the bottom edge of the lowest module and a dark section will open up to drop the module into.

To change the height of the window, grab the lower right corner and drag it up or down.

Sometimes making changes will require the Home page to rebuild.A second Home tab will open up to indicate this.Hover the mouse over the right end of the empty Home page until the X appears and click to close.

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Review Pending Requests (Self)

Pending Requests are listed in a window on the Home page.Use the dropdown to filter by requests you have submitted or requests submitted for you.Click >> to the right of Create of the dropdown to select Request Raised For Me or Request Raised By Me.

Use the scroll bar on the right to search for a request or enter the Request ID into lookup field above the Request ID column.Clicking the right side of the Date Requested header will sort the list with the most recent at the top.

Click on the Request ID Number to see the Request Summary page.

Note:If the request was submitted by your or on your behalf and the Request ID is not listed under either Request Raised By Me or Request Raised For Me then the request has been approved already.

The Request Summary page includes what was requested on the Request Details tab as well as the status of the request on the Approval Details tab.

To see the membership of an SSA Assignee group, go to the SSA List.

If you were the requester for this item, the request can be cancelled by clicking on the red X on the right side of the page labeled Withdraw Request.You will be prompted to verify the withdrawal.

If you select Yes, you will receive a notice that the request has been cancelled.

Review Pending Requests On Behalf Of

Users that have Request on Behalf of access also have access to view requests submitted for those users.

Click on Track Requests under Administration.

Select For a User from the Show field above the right side of the Search Results section, use the magnifying glass to select either a Beneficiary or Requestor (one or the other is mandatory).You may enter the Request ID if you have one, but it is optional.

Clicking a Request ID: ## value will take you to the Request Summary page, as shown in the Review Pending Requests (Self) section, where you can see the details and approval path of the request.

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Open Request for Self

Click on New Requests.

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Open Request On Behalf Of

Note:You must have Manager access or an Admin group to be able to Request on Behalf of.Managers have the option to select a person from the Direct Reports module on the Home page to initiate a Request on Behalf of or follow the steps below.

Others, click on Users under Administration.

or

Enter user information into one or more of the Search fields and click the Search button.

In the Search Results section, click the User Login value of the user you want to view.Note:Clicking the row and using the Edit option links to the Modify User screen which is not active for employee records.

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Job Request

Job Selection Help

Supply Chain Jobs and select Job Roles on the left
Finance Jobs

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Request an SAP Job

Access the affected account either through Open Request for Self or Open Request On Behalf Of.

Click on the Job Request tab.

Note:Existing access is displayed at the bottom of the page under Currently Assigned Jobs.

Complete the required fields as marked on the form below with * and click Add.The job will be added to the Job Request List section.Repeat to add additional Jobs.

Note:Explanations of the fields are listed below.

If a job is added to the request list in error, click the box in front of the Job and click Remove.

Field Name

Field Description

Reason

Choose the reason access is being requested from the drop-down box.

Note: If you select ĎReason not listedí you will be prompted to enter you own reason.

Business Group

Choose the Business Group for the location you are requesting access to from the drop-down box.

Division

Choose the Division for the location you are requesting access to from the drop-down box.

Location

Choose the Location for the location you are requesting access to from the drop-down box.

Job

Choose the Job you are requesting from the drop-down box.If additional information is needed to determine which job should be selected, to go Job Request Selection Help in this document.Please Note:The Job list is filtered based on your division and Location selections.Ensure your selections are based on the location you are requesting access to.

When the Job Request List is complete, click Submit.

A popup will appear with your request number.An email will be sent via company email to the Requestor and Approvers notifying them of the submitted request.

You can see all pending requests in the Pending Requests window on the Home page.

Note:If multiple jobs were requested at the same time, the RequestID shown in the message above will be the Parent ID and each job selected will be assigned a separate RequestID.In Pending Requests, it may look something like the following:

The Parent request will complete automatically upon the completion of all the Child requests.It will not need an independent approval.

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Request the Removal of SAP Job

Note:Job removals should be submitted separately from any job additions.

Access the affected account either through Open Request for Self or Open Request On Behalf Of.

Click the Job Request tab.

Note:Existing access is displayed at the bottom of the page under Currently Assigned Jobs.

Click the box(s) in the Remove from User column for the Job(s) to be removed and click Submit at the top of the form.You will be notified that the request to remove access has been submitted.

Click Refresh to see that the job has been removed.An email will be sent via company email to the Requestor and Beneficiary notifying them of the completed request.

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SAP Job Approval Process

Pending Approvals are listed in a window on the Home page.

The Pending Approvals are also available from the SecureIP Inbox.

Click on the Title of an item in the list to select and open the request for review.By clicking elsewhere on the record, you can select the record and use the Actions dropdown to Approve or Claim a single or multiple request(s).

If the item is selected from the Pending Approvals on the Home page or the Inbox on the BPM Worklist page, the request will contain the following information.

Note:The Parent Request ID will be populated if the Job was submitted in a request with other Jobs.

The Target User information is displayed on the Request Details tab.

Optional:Click Claim in the upper right corner to reserve request for your review and prevent another approver from processing the request.The Release option under Task Actions allows you to release your claim so that another approver can process the request.

The Request History, Workflow diagram, Comments and Attachments are available on the Approvals tab.

To reject a request, you must go to the Approvals tab and scroll to the bottom of the screen to Create a Comment first.Then you can click the Reject button at the top of the screen.

Otherwise, you will receive the following error.

To approve a request, click Approve at the top of the screen.

The Job window will close and you will be returned to the Pending Approvals list.Click the Refresh icon to view remaining items.

If additional approvals are needed for any restricted access, an email will be sent via company email to the needed approvers.Once all approvals are complete, access will be provisioned and an email will be sent via company email to the Requestor and Beneficiary notifying them of the approved or rejected request.

Approving Multiple Items

Multiple items can be approved simultaneously, but from the Inbox only.Use the Shift key to select a range or the Ctrl key to select individual requests for approval.Then click Actions and Approve.Note:Rejects must be done individually because of the required comments.

If prompted, complete the Comments popup and click OK.

A confirmation window will appear.

Note:When approving multiple items from Pending Approvals on the Home screen, you may receive this error message.Click OK to complete the approval process.

View Closed Requests

If a request is no longer in the Pending Approvals that you expect to be there, you can check the history of the request assigned to your group by going into Inbox. Change the Status to Any, pasting in the request ID and clicking the magnifying glass to search.

You then go to the Approval Details tab and click the task for your group to display the approval history as shown below.It shows who processed the request, if it was approved or rejected and the date it was processed.

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Remote Access

Request Token

Access the affected account either through Open Request for Self or Open Request On Behalf Of.

Click on the Accounts tab and review assigned accounts.If the ĎRemote Access Tokení account type does not appear then click Request Accounts.

Select Remote Access Token and click Add to Cart.

Click Checkout.

Verify Cart Items, click Ready to submit and then click Submit.Do NOT complete the Details section of the form.This will be completed by the Administrator.Note:The Save as Draft functionality is not supported.

The Request Summary will display including the Request ID and the assigned manager on the Approval Details tab.Use the X on the tab to close the Catalog window.

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Remote Access Approval Process

Pending Approvals are listed in a window on the Home page.

The Pending Approvals are also available from the SecureIP Inbox.

Click on an item in the list to select and open the request for review.

The request will contain the following information.

Note:The Parent Request ID will be populated only if the item was submitted in a request with other items.

The Target User information is displayed on the Request Details tab.

Note:Cart Details should be ignored.This section will be completed by the RSA Administrators.

The Request History, Workflow diagram, Comments and Attachments are available on the Approvals tab.

To reject a request, you must go to the Approvals tab and scroll to the bottom of the screen to Create a Comment first.Then you can click the Reject button at the top of the screen.

Otherwise, you will receive the following error.

To approve a request, click Approve at the top of the screen.

The Request window will close.Return to the Pending Approvals list and click the Refresh icon to view remaining items.

An email will be sent via company email to the RSA Admin group to provision the resource. Once all approvals are complete, access will be provisioned and an email will be sent via company email to the Requestor and Beneficiary notifying them of the approved or rejected request.

Multiple items can be approved simultaneously, but from the Inbox only.Use the Shift key to select a range or the Ctrl key to select individual requests for approval.Then click Actions and Approve.Note:Rejects must be done individually because of the required comments.

A confirmation window will appear.

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Request Token on Demand

To request Token on Demand, contact ITCS at 1-800-526-1017 to complete the request on your behalf OR

Login to MyHelp and submit a RFS Ė Request for Service.

Select Remote Access/VPNor Add My Own or Not Listed and enter TOD ĖToken on Demand for (UserID).

New Request Required Information:

1) Preferred Delivery method (text or e-mail) - Must include carrier and phone #, if text.If e-mail, email account must be available to user outside of the office.

2) User's manager email address and/or verification of manager approval.3) Email address to send TOD instructions to.Email account must be available to user outside of the office.

Change of Delivery Method Required Information:

1) IP Email Address for IP Blackberry/Smartphone Users.

2) Personal Email Address for Personal Email service.

3) Cell phone number for SMS text messaging and Cellular Carrier.If carrier is not supported the customer will be contacted for an alternate delivery method.

 

Report Damaged or Lost Token

To report a token lost, damaged, or stolen, please either call ITCS at 800-526-1017 OR

Login to MyHelp and submit a RFS Ė Request for Service.

Select Remote Access/VPN or Add My Own or Not Listed and enter Lost\Damaged Token.

Required Information:

Token Status:††† (Lost, Damaged, Stolen)

UserID: ††††††††††††††† (This is the ID you use to log on to VPN with)

Replacement Type:†††††††† (Hard Token, Token On Demand)

Damaged tokens need to be returned to:†††††††††††

TOKEN ADMINISTRATOR - SECURITY

International Paper

3232 Players Club Pkwy

Memphis, TN 38125

Pink Mail Code: M/17 (Southwind)

 

NOTE: Reporting the token Lost or Damages will not automatically request a replacement. Once your token has been reported as Lost or Damaged, if you still need remote access you will need to request a replacement token.  If you want another hard token, you should follow the process in Request Token to request a new one.  If you would prefer to use Token On Demand follow Request Token on Demand

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Request Removal of Remote Access

To request removal of remote access, please either call ITCS at 800-526-1017 OR

Login to MyHelp and submit a RFS Ė Request for Service.

Select Remote Access/VPN or Add My Own or Not Listed and enter Remove Remote Access.

Required Information:

UserID: ††††††††††††††† (This is the ID you use to log on to VPN with)

Token Serial #:(Found on the back of the hard token or indicate Token on Demand)

Affective Date: (Date access should be removed)

Unassigned tokens need to be returned to:†††††††

TOKEN ADMINISTRATOR - SECURITY

International Paper

3232 Players Club Pkwy

Memphis, TN 38125

Pink Mail Code: M/17 (Southwind)

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Review Request Status

For Self

Click on Track Requests under Requests.

Select Requests Raised For Me in the Show field.Request ID is optional.Click Search.

On Behalf Of

Note:Only users with access to the Administration menu are able to look up requests submitted on behalf of other users through this method.

Click on Track Requests under Requests.

Select the Beneficiary of the request by using the magnifying glass, then select For a User in the Show field.Request ID is optional.Click Search.

Review Status

Click the Request ID link.

Check the Approval Details tab to see the current Assignee group and/or status.

Use the X on the tab to close both the Request Details and Track Requests tabs.

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Contractor Administration

Contractor Creation

Note:You must be a manager or delegated manager for the Organization to be assigned and must select the Ď- Contractorí version of the org or the account will not be created.

Click on Users under Administration.

Click the Create button in the Search Results section.

Select Contractor from the dropdown.

Complete all of the required fields (using Proper Case, NOT ALL CAPS). Organization assignment for a contractor must end with Ď- Contractorsí.Click Submit.Note:Explanations of the fields are listed below the next screen.

Field Name

Field Description

Basic Information

First Name

Enter the Contractorís First Name

Middle Name

Enter the Contractorís Middle Name (Not Required)

Last Name

Enter the Contractorís Last Name

E-mail

Enter the Contractorís non-IP email account (ie. John.Doe@aol.com) if one exists, otherwise leave the field blank.

Unique Identifier

This field will be used to validate Contractors if they ever need future help from ITCS with their account.This field is free text up to 30 characters.***It is important that the Contractor remember the information that is entered in this field.

Manager

Click the     icon and select the Manager.

Use the Search fields to lookup the manger and click to search.

Highlight the manager record and click Select.

Note:The manager selected should have manager or delegated manager access to the organization selected to be able to administer the account.

Organization

Click the ††icon to select your contractor organization.

Use the Search fields to lookup the Organization and/or click Search.

Highlight the appropriate organization with ĎContractorí at the end of the description and click Select.

Company

Enter the Contractorís Company name

End Date

Enter the end of the contract date (mm/dd/yy) or use the calendar icon to select a date.

By default this field will automatically assign a date one year from the start date if left blank.Any date entered for more than a year will default back to one year from start date.**The assigned manager will be responsible for updating the End Date if a contract ends early or if the contractor needs to be extended beyond one year.

Password

Enter the Contractorís password.If the password fields are left blank, the system will generate a password automatically.

Confirm Password

Click the empty field and re-enter the Contractorís password.

Contact Information

Country

Country of International Paper worksite Contractor will be reporting to.

State

State of International Paper worksite Contractor will be reporting to.

City

City of International Paper worksite Contractor will be reporting to.

Address

Street Address of International Paper worksite Contractor will be reporting to.

Zip Code

Zip Code of International Paper worksite Contractor will be reporting to.

Business Phone 1

Telephone number of International Paper worksite Contractor will be reporting to.

 

A confirmation message appears on this screen with the name and UserID assigned.The password will be sent via company email to the Manager.

Note:If a Request ID is generated, then you did not have sufficient access to create the contractor in the Organization selected and the user was not setup in the system.

To review Contractor information, click on the Attributes tab.

To request SAP Jobs, click the Job Request tab and reference Request an SAP Job.

To request a Resource Account, like RSA, click Accounts and reference Remote Access.

For more information about managing the Contractor account see Account Administration.

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Customer Administration

Customer Create

Click on Users under Administration.

Click the Create button in the Search Results section.

Select Customer from the dropdown.

Complete all of the required fields and click Submit.Note:Explanations of the fields are listed below the next screen.

Field Name

Field Description

Basic Information

First Name

Enter the Customerís First Name

Middle Name

Enter the Customerís Middle Name (Not Required)

Last Name

Enter the Customerís Last Name

E-mail

Enter the Customerís email address

Customer External Type

External Customer

Job Title

A free form field where a requester can input a Customerís job title. 

Job Description

A free form field where a requester can input a Customerís job description. 

Start Date

Leave this field blank and it will automatically be assigned todayís date.If you wish to enter a future start date, enter it using the format mm/dd/yy or use the calendar icon to select a date.Remember to select a future date.

End Date

Enter a Customer Expiration date if needed.Type using the format mm/dd/yy or use the calendar icon to select a date.Remember to select a future date.

Password

Enter the Customerís password.If the password fields are left blank, the system will generate a password automatically.

Confirm Password

Click the empty field and re-enter the Customerís password.

Contact Information

Country

Country of the Customerís worksite.

State

State/Province of the Customerís worksite

City

City of the Customerís worksite

Address

Street Address of the Customerís worksite

Zip Code

Zip Code of the Customerís worksite

Business Phone 1

Telephone number for the Customerís worksite

Fax

Fax number for the Customerís worksite

CRM Contact Number

This number is used to assign a Business Partner number to the customer in CRM.Note:This must be a numeric value.NA is no longer valid.

 

A confirmation message appears on this screen with the name and UserID assigned.The password will be sent via company email to the Customer Administrator.

To review Customer information, click on the Attributes tab.

Note:Before continuing with the customer setup, click the Accounts tab to ensure the SAP CUA User and AD EXT accounts have a status of Provisioned.This provisioning may take a couple of minutes.

To continue setup, click the Customer Company Request tab.

Use the dropdowns to select the company and click Add to Request List.Repeat as needed.

Note:If the company is not listed, submit a MyHelp SecureIP Company Request Form, and include the SAP Vendor number in the Comments section.

Once all required companies are added, click Submit.

If a company is added in error to the Company Request List, BEFORE clicking Submit, select the company to remove and click the Remove from Request List.Repeat as necessary.Click Submit to apply the remaining companies.

A success message should display.

Click on the Customer Job Request tab to initiate an SAP Job Request.Use the dropdowns to select a job to be added to the user and click Add To Request List.Repeat as needed and then click Submit.

A success message should display.

If the following error displays, click the Accounts tab to ensure the SAP CUA User and AD EXT accounts have a status of Provisioned before trying to request a Customer Job.

Click Refresh until the Status has been updated and try to submit the job request again.

Click on the Sold To tab.Select a Company from the dropdown and check the Sold To entries to be added to the account and click Submit.

A success message should display.

If you donít click at least one Add to User box, you will receive the following error.

Click on the Ship To tab.Select a Company from the dropdown and select the Sold To items to added to the account in SAP.Click Submit.

A success message should display.

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Modify Customer Access

IMPORTANT:

There is a sequence when removing OrderIPģ access from a user.  Always remove Ship Toís first, then Sold Toís and lastly Customer Company.

1st Ship To (Check assignments Ė if the ID has Ship Toís assigned, removed them first. If no Ship Toís are assigned then you can remove the Sold Toís)

2nd Sold To (Remove any Sold Tos assigned to the ID pertaining to the Customer Company)

3rd Customer Company (Once the Sold Toís are removed, then you can remove the company)

 

To modify the access of the userís account, click the User Login value for the account to be modified.

Click the appropriate tab for the access that needs to be modified.Use the procedures under Customer Create to add additional items.

For each tab, Customer Company Request, Customer Job Request, Sold To, and Ship To, there is a section at the bottom displaying the Currently Assigned items.Select the items on the tab to be removed and check the box next to them under Remove from User.†† Before moving to the next tab, click Submit.

A success message should display and the item will be removed from the Currently Assigned list.

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Customer Delete Process

IMPORTANT:

There is a sequence when removing OrderIPģ access from a user.  Always remove Ship Toís first, then Sold Toís and lastly Customer Company.

1st Ship To (Check assignments Ė if the ID has Ship Toís assigned, removed them first. If no Ship Toís are assigned then you can remove the Sold Toís)

2nd Sold To (Remove any Sold Tos assigned to the ID pertaining to the Customer Company)

3rd Customer Company (Once the Sold Toís are removed, then you can remove the company)

Note:Users cannot delete accounts.Disable a user allows their access to be re-enabled should they come back after a short amount of time and then the system will delete the account automatically.

Click on Users under Administration.

Enter user information into one or more of the Search fields and click the Search button.

First remove the access from the userís account.Click the User Login value for the account to be modified.

For each tab working right to left, Ship To, Sold To, Customer Job Request, Customer Company Request, there is a section at the bottom displaying the Currently Assigned items.Under the Remove from User column, check the box for each item on the tab and click Submit.††

A success message should display and the item(s) will be removed from the Currently Assigned list.

Click the refresh icon to ensure all items were removed from the account. Repeat on the next tab until all access has been removed.

Click the Disable User button on the User Details tab.

Click Submit on the verification screen.

Use the X on the tab to close both the Disable Users and User Details tabs.

The account will be deleted during the regularly scheduled cleanup process.

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Vendor Administration

Vendor Create

Click on Users under Administration.

Click the Create button in the Search Results section.

Select Vendor from the dropdown.

Complete all of the required fields and click Submit.Note:Explanations of the fields are listed below the next screen.

Field Name

Field Description

Basic Information

First Name

Enter the Vendorís First Name

Middle Name

Enter the Vendorís Middle Name (Not Required)

Last Name

Enter the Vendorís Last Name

E-mail

Enter the Vendorís email address

Vendor External Type

External Vendor Type Selection

Start Date

Leave this field blank and it will automatically be assigned todayís date.If you wish to enter a future start date, enter it using the format mm/dd/yy or use the calendar icon to select a date.Remember to select a future date.

End Date

Enter a Vendor Expiration date if needed.Type using the format mm/dd/yy or use the calendar icon to select a date.Remember to select a future date.

Password

Enter the Vendorís password.If the password fields are left blank, the system will generate a password automatically.

Confirm Password

Click the empty field and re-enter the Vendorís password.

Contact Information

Country

Country of the Vendorís worksite.

State

State/Province of the Vendorís worksite

City

City of the Vendorís worksite

Address

Street Address of the Vendorís worksite

Zip Code

Zip Code of the Vendorís worksite

Business Phone 1

Telephone number for the Vendorís worksite

 

A confirmation message appears on this screen with the name and UserID assigned.The password will be sent via company email to the Vendor Administrator.

To review Vendor information, click on the Attributes tab.

Note:Before continuing with the vendor setup, click the Accounts tab to ensure the SAP CUA User and AD EXT accounts have a status of Provisioned.This provisioning may take a couple of minutes.

To continue setup, click the Vendor Company Request tab.

Use the dropdowns to select the company and click Add to Request List.Repeat as needed.

Note:If the company is not listed, submit a MyHelp SecureIP Company Request Form, and include the SAP Vendor number in the Comments section.

Once all required companies are added, click Submit.

If a company is added in error to the Company Request List, BEFORE clicking Submit, select the company to remove and click the Remove from Request List.Repeat as necessary.Click Submit to apply the remaining companies.

A success message should display.

Click on the Vendor Job Request tab to initiate an SAP Job Request.Use the dropdowns to select a job to be added to the user and click Add To Request List.Repeat as needed and then click Submit.

A success message should display.

If the following error displays, click the Accounts tab to ensure the SAP CUA User and AD EXT accounts have a status of Provisioned.

Click Refresh until the Status has been updated and try to submit the job request again.

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Modify Vendor Access

To modify the access of the userís account, click the User Login value for the account to be modified.

Use the X on the tab to close the window.

To modify the access of the userís account, click the User Login value for the account to be modified.

Click the appropriate tab for the access that needs to be modified.Use the procedures under Vendor Create to add additional items.

For each tab, Vendor Company Request and Vendor Job Request, there is a section at the bottom displaying the Currently Assigned items.Select the items on the tab to be removed and check the box next to them under Remove from User.†† Before moving to the next tab, click Submit.

A success message should display and the item will be removed from the Currently Assigned list.

 

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Vendor Delete Process

Note:Users cannot delete accounts.Disabling a user allows their access to be re-enabled should they come back, but Deleting a user will remove all access and if the user returns they will be required to submit a request for a new ID.

Click on Users under Administration.

Enter user information into one or more of the Search fields and click the Search button.

First remove the access from the userís account.Click the User Login value for the account to be modified.

For each tab working right to left, Vendor Job Request, Vendor Company Request, there is a section at the bottom displaying the Currently Assigned items.Under the Remove from User column, check the box for each item on the tab and click Submit.††

A success message should display and the item will be removed from the Currently Assigned list.

Click the refresh icon to ensure all items were removed from the account. Repeat on the next tab until all access has been removed.

Click the Disable User button on the User Details tab.

Click Submit on the verification screen.

Use the X on the tab to close both the Disable Users and User Details tabs.

The account will be deleted during the regularly scheduled cleanup process.

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Non-Employee Account Administration

Add a Field to the Search Users tab

To add a field, to look up a user by their employee number or PERNR for example, on the Search Users screen the click Add Fields button on the right side of the screen.

Scroll down the list and select EE_NOC_c.

Click Save.

Update the name if desired, check Set as Default and uncheck Run Automatically then click OK.

The new field will be added to your available search fields.The red x indicates that it is a customization and can be used to remove the field.

 

Manage Non-Employee Contact Information

Click on Users under Administration or select the User from Direct Reports on the Home page if available.

or

Enter user information into one or more of the Search fields and click the Search button.

In the Search Results section, click the User Login value of the user you want to view. Note:Clicking the row and using the Edit option links to the Modify User screen which is not active for Employee records.Contact your HR representative if any changes are required.

Go to the Attributes tab and click Modify User.Update information as needed and click Submit.

Use the X on the tab to close the window.

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Extend Contractor End Date

Note:A Contractor must be extended by one of the managers at the location the contractor is assigned to.

Click on Users under Administration or select the User from Direct Reports on the Home page if available.

or

Enter user information into one or more of the Search fields and click the Search button.

In the Search Results section, click the User Login value of the user you want to view.Note:Clicking the row and using the Edit option links to the Modify User screen which is not active for Employee records.Contact your HR representative if any changes are required.

Go to the Attributes tab and click Modify User.Modify the End Date as needed and click Submit.Note:End Date can only be extended out one year from the current date.

Use the X on the tab to close the window.

Note:If the user has already passed their original End Date, the manager must also Enable the account AFTER the End Date has been updated and saved.From the User Details tab, click Enable.

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Reset Password

In the Search Results section, click the User Login value of the user you want to reset.If the user didnít receive their ID, you can look up the ID by name, or go to Add a Field to the Search Users tab to add additional fields to search by.

Go to the Attributes tab to verify the user.

Click Reset Password.The Force Password Reset option only sets the flag to force the user to change their password at next login in AD.This typically should not be used and is mimicked by having the user log directly into SecureIP first.

Select the Manually change the Password option, enter the temporary password information and then click Reset Password.

Note:If the user has an @ipaper.com email address, do NOT check the box to email the new password to the user.The user may have to change their password before they will be able to access this email.

Success notice will be displayed.

If the password entered does not meet the password requirements an error will display showing the rules that were not met.

Note:The password change should be immediate, but the password could take up to 2 minutes to take effect.If the userís password has not changed in 15 minutes, please contact the SecureIP group.

Click Refresh.If the Account Status is still Locked, click the Unlock Account option.

 

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Unlock Account

Click Unlock Account and then the Unlock button.

Close the tab when the process completes successfully.

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Disable/Enable Account

Note:A Contractor can only be Disabled/Enabled by one of the managers at the location the contractor is assigned to.

Click on Users under Administration.

Enter user information into one or more of the Search fields and click the Search button.

In the Search Results section, click the row of the user you want to update and check the current status.

Click the User Login value of the user you want to modify.Go to the Attributes tab to verify the user.Click Enable or Disable as needed and then click Submit on the verification screen.

Use the X on the tab to close the window.

Click Modify User.Update the End Date for the user and click Submit.

Use the X on the tab to close the window.

Click Refresh and the Identity Status will be updated.

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Unique Identifier Lookup by a Manager

Note:To see the unique identifier field for a contractor, you have to be in edit mode.

Select the user from Direct Reports.The user's record opens.

Click Modify User and the Unique Identifier will be displayed in the Basic Information section.

Click Cancel to close the record with no changes.

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HR Job Request

See HR Job Roles for help determining which HR job to request.

Note:A user must have at least one Org Unit assigned for a non-SuccessFactors HR Job to be applied.All HR Jobs assigned are applied to all assigned Org Units.

Request Initial HR Role

Access the affected account either through Open Request for Self or Open Request On Behalf Of.

Click on the HR Request tab.Note:This tab is only available for Self-Service requests, Manager Request on Behalf of, and to users assigned as HR access approvers.

Enter the justification for the access in the Reason field and use the dropdowns to select the Business Group and Approver Group.

Select HR Access

On the Jobs tab, use the dropdown to select a job that are needed and then click Add to add it to the new request.Repeat these steps until all jobs are added.

If a standard SAP HR (non-SuccessFactors) job is requested, go to the Orgs tab.Use the dropdown to select an org and then click Add to add it to the new request.Repeat these steps until all orgs are added.Note: With the org dropdown activated you can type in the org number you need to jump to that number in the list.

If a SuccessFactors Talent Management or Compensation job is selected, you will see the following message.

These jobs include SuccessFactors HR Performance, Development & Compensation (also known as SuccessFactors HR Tier 1), SuccessFactors HR Professional Tier2, SuccessFactors Compensation Executive Review Read, or SuccessFactors Compensation Executive Review Edit.

If one of these SuccessFactors jobs is requested, go to the Success Factors tab.Use the dropdown to select the Job.

This activates the Security Scope.Select each organization needed to the job displayed and then click Add.The upper level hierarchy can be selected as a filter for lower levels or to request access at that level and below.Repeat these steps until all orgs are added for the indicated job.Repeat for other SF jobs selected.

Note:The end user does not have to select the division or facility if their job requires them to have access to a broader spectrum of the business.

Note: With the org dropdown activated you can type in the org number you need to jump to that number in the list.

Click Submit.

A confirmation message will be displayed and the Request ID will be displayed.

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Modify HR Role Access

Access the affected account either through Open Request for Self or Open Request On Behalf Of.

Click on the HR Request tab.Note:This tab is only available for Self-Service requests, Manager Request on Behalf of, and to users assigned as HR access approvers.

Enter the justification for the access in the Reason field and use the dropdowns to select the Business Group and Approver Group.

Add Org Unit or HR Job

Note:Do a separate request to remove existing items.Do not try to add and remove in the same request.At least one Org Unit must be attached to the request.

Follow the instructions in Select HR Access to add additional HR access.

Remove Org Unit or HR Job

Note:Do a separate request to add new items.Do not try to add and remove in the same request.

To remove a Job, Org, or Success Factors Security Scope, go to the appropriate tab and check the box in from of the item(s) to be removed.

Click Submit.

A confirmation message will be displayed.

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Approve HR Job Request

Pending Approvals are listed in a window on the Home page.

The Pending Approvals are also available from the SecureIP Inbox.

Click on the title of an item in the Pending Approvals list to select it.Click Claim in the upper right corner to reserve.Note the Job Name and User details related to the request.

Check each tab (Jobs, Orgs, Success Factors) in the Details section for the access requested.Only the following SuccessFactors jobs require Security Scope selection on the Success Factors tab:SuccessFactors HR Performance, Development & Compensation (also known as SuccessFactors HR Tier 1), SuccessFactors HR Professional Tier2, SuccessFactors Compensation Executive Review Read, or SuccessFactors Compensation Executive Review Edit.

To reject a request, you must go to the Approvals tab and scroll to the bottom of the screen to Create a Comment first.

Then you can click the Reject button at the top of the screen.

Otherwise, you will receive the following error.

To approve a request, click Approve at the top of the screen.

The Job window will close and you will be returned to the Pending Approvals list.

Click the Refresh icon to view remaining items.

If additional approvals are needed for any restricted access, an email will be sent via company email to the needed approvers.Once all approvals are complete, access will be provisioned and an email will be sent via company email to the Requestor and Beneficiary notifying them of the approved or rejected request.

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BI Publisher (Reports)

Login Screen

BI Publisher has been updated to automatically sign you in when accessing from SecureIP.If you access it directly, or log out you will be prompted with the following login screen.†† Enter your Username and Password and click Sign In.

Running a Report

If the report does not show up on the Home page, click Catalog Folders on the left menu or the Catalog link at the top.

Select the Folder and then click Open for the report to be run.

Enter the filter values (including wildcards * where needed) and click Apply.The report will be generated after a time.

Note:Hitting Enter does not execute the report.To have the display on the BI page, ensure the icon is selected on right side of the screen

Use the Actions icon at the upper right corner of the report to export the data.

Click Home to return to the Home page or Catalog to return to the Catalog Folders.

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Create a Favorite

From the BI Publisher Home page, click Manage next to Favorites.

Expand the folder list to view the available folders.Drag the report from the list on the left and drop it in the empty space on the right.

The report will display in the Favorite Reports section.

To remove a report from Favorites, click More and then Remove.

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