I-Portal Training
December 2016
K-SIOC – Competence in Integration
Agenda
Department: K-SIOC/32
I Introduction
III Training Documents – Administration
II Training Documents – User
Status: December 2016 2
K-SIOC – Competence in Integration
IntroductionWhat is I-Portal?
Department: K-SIOC/32Status: December 2016 3
• I-Portal is a web-based application and the new integration platform for
wholesale and retail applications in all markets. It increases efficiency through
all sales and after sales business processes and will replace Dealer Portal.
• I-Portal provides a modern and user-friendly portal frontend. Users in
dealerships will get secure access to all integrated applications. Being an
integration platform I-Portal allows the integration of external applications
and offers easy integration of local web-applications though standard APIs.
• A key feature is the Single-Sign-On/Off module, that includes a user self-
administration. The new Roles and Rights administration concept based
on business roles is in line with Volkswagen Group IT-Security guidelines.
• I-Portal offers an optional Content Management System (CMS) that can be
customized to replace end-of-lifecycle CMS implementations of Dealer-
Extranet communication systems within markets.
• I-Portal facilitates an optional Dealer Information Database (DID) component
with automated KVPS (contract number) interface to propagate updates.
K-SIOC – Competence in Integration
IntroductionUnderstand training materials
Department: K-SIOC/32Status: December 2016 5
Colored boxes explain you the meaning of a certain button or what to insert
into the respective field
Small numbers show you in which order you are supposed to perform
different steps. They can appear in a textbox or only to show you where to
click first.
Framed boxes show you where to focus on, when reading a text like
mentioned above.
Brackets outline the part of a text within the I-Portal, which you need to
take into consideration while performing a certain task or action.
Text boxes explain the functionality of certain pages. They give additional
explanations about what to do and how to navigate the page. Overall they
will help you to better understand the guidelines
Titel
1
K-SIOC – Competence in Integration
IntroductionStructure of Training Materials
Department: K-SIOC/32Status: December 2016 6
1. Registration
1.1 Self registration
1.2 Dealer Portal
2. Login
2.1 Login Page
2.2 Login via Email
2.3 Login via PKI-Card
2.4 Login via RSA-Token
2.5 Wrong Password
2.6 Request Context
3. Start Page
3.1 Overview
5. Administration
5.1 User Management
5.1.1 User Table View
5.1.2 User Matrix View
5.1.3 Add User
5.1.4 User Requests
5.2 Role Management
5.2.2 Edit Roles
5.2.3 Create a new Role
5.3 Application Management
5.4 Organisation Management
5.4.1 Assign Managing Director
5.4.2 Table View
5.4.3 Create Organisation
4. My Profile
3.1 My Account
3.2 My Organisation
3.3 Request Context
3.4 Change Password
3.5 Change Language
K-SIOC – Competence in Integration
Agenda
Department: K-SIOC/32
I Introduction
III Training Documents – Administration
II Training Documents – User
Status: December 2016 7
Registration
Start Page
Login
My Profile
K-SIOC – Competence in Integration
IntroductionFirst Steps for registration
Department: K-SIOC/32Status: December 2016 8
Click here to start the
registration.
1
Each Market receives a QA-Instance and a Productive-Instance. I-Portal can be accessed by CPN Network and Internet.
The example below provides an example for the German market. Please replace the country code „de“ by your
corresponding country code (ISO).
QA-Instance:
https://iportal-de-qa.cpn.vwg (CPN) or https://iportal-de-qa.volkswagenag.com (Internet)
Productive-Instance:
https://iportal-de.cpn.vwg (CPN) or https://iportal-de.volkswagenag.com (Internet)
Open I-Portal
K-SIOC – Competence in Integration
RegistrationThere are two possibilities to register in the I-Portal
Department: K-SIOC/32Status: December 2016 9
Option 2
If you have a Global
User ID use it for
registration. Your
Dealer Portal Profile
will be connected to
the I-Portal Account.
(Slide 13 - 16)
Option 1
If you have no Global
User ID fill out the
required fields and
complete registration.
In I-Portal you have
the possibility to
request a Global User
ID.
(Slide 10 - 12)
Here you can
find Help for the
Registration.
K-SIOC – Competence in Integration
RegistrationOption 1: Registration via your E-Mail adress (1/3)
Department: K-SIOC/32Status: December 2016 10
Password policies:
• Minimum length of eight characters
• At least three of the following character types: capital
letter, lower case latter, number, special character
• A maximum of three successive characters
I-Portal password policy
Type in your contact data. All fields are mandatory.
If you own a PKI-Card and want to use the Certificate Login (Slide 21), please enter the same email address, with which you are registered on the PKI-Card.
2
Set your password, according to the password policies.
3
Type in Text Verification
4
Click “Submit”.
5
K-SIOC – Competence in Integration
RegistrationOption 1: Registration via your E-Mail adress (2/3)
11Department: K-SIOC/32Status: December 2016
1. The User will receive an email with a verification link after
successful registration.
2. By clicking on the verification link the user ensures that he
registered with the correct E-Mail address in I-Portal.
Steps after successful registration
K-SIOC – Competence in Integration
Department: K-SIOC/32Status: December 2016 12
A click forwards you to the
I-Portal Login Page.
3. After clicking the confirmation link in the verification mail, you will
be guided to this page.
4. The Registration was successful.
5. Go back to I-Portal login page and log in with your credentials.
Steps after successful registration
RegistrationOption 1: Registration via your E-Mail address (3/3)
K-SIOC – Competence in Integration
RegistrationOption 2: Registration with existing Global-User ID (1/5)
Department: K-SIOC/32Status: December 2016 13
Type in your Global User ID and
your Dealer Portal password.
2
Click „Import User“.
3
K-SIOC – Competence in Integration
Department: K-SIOC/32Status: December 2016 14
Type in your contact data. First
Name, Last Name and E-Mail
Address are mandatory fields.
If you own a PKI-Card and want
to use the Certificate Login
(Slide 21), please enter the
same email address, with which
you are registered on the PKI-
Card.
Personal data already saved in the Dealer Portal is imported
automatically. The Data can be edited before association.
Edit Data
4
Click „Save Data“
5
RegistrationOption 2: Registration with existing Global-User ID (2/5)
K-SIOC – Competence in Integration
Department: K-SIOC/32Status: December 2016 15
1. The I-Portal‘s password guidelines differ from those
of the Dealer Portal.
2. Please choose a new password in line with the I-
Portal password guidelines.
Password
Click „Save“.
Choose a new password in
line with the I-Portal
password guidelines (see
Slide 10).
6
7
RegistrationOption 2: Registration with existing Global-User ID (3/5)
K-SIOC – Competence in Integration
16Department: K-SIOC/32Status: December 2016
RegistrationOption 2: Registration with existing Global-User ID (4/5)
1. The User will receive an email with a verification link after
successful registration.
2. By clicking on the verification link the user ensures that he
registered with the correct E-Mail address in I-Portal.
Steps after successful registration
K-SIOC – Competence in Integration
Department: K-SIOC/32Status: December 2016 17
A click forwards you to the
I-Portal Login Page.
3. After clicking the confirmation link in the verification mail, you will
be guided to this page.
4. The Registration was successful.
5. Go back to I-Portal login page and log in with your credentials.
Steps after successful registration
RegistrationOption 1: Registration with existing Global-User ID (5/5)