Create Partner Login Session

Note: Access to this page is limited to administrators and to non-Admin users with associated privilege assignments and an authenticated directory service login account, unless that authenticated login account was provided through the Administration application, Partner User Store Details.

From this page, you can open a new partner login session. You can create a partner session from the View Partner Login Sessions page (which shows this page), or through the Case Management application when a case is assigned to the partner.

The Create Partner Login Session wizard prompts you for each of the configuration values you need to create a session in the Platform. The wizard information for a partner login session is presented as follows:

o        Create Partner Login Session - specify the partner name, application, contact name, and minutes (for the session); also identify if this login session is limited to a one time login.

o        Confirm Partner Session Information - select to create the session with the information defined; otherwise, change the information before saving or cancel the partner session altogether.

To create a partner session, you must log in to the directory service with a valid administrator login for the directory service.

Note: To create partner sessions, authenticated login privileges for the partner directory service must be provided to the directory service. (The message "Invalid directory service administrator user name or password" appears if the login you enter is incorrect.) If the authenticated credentials for the directory service were configured in the Partner User Store Details (Administration application), then the server provides those credentials to the directory service automatically; otherwise, you must provide those credentials in the displayed Authentication Required page.

Warning! When moving backward and forward through the wizard, use the wizard's Back and Next buttons. Do NOT use your browser's back and forward tools.

Create Partner Login Session wizard step

1.       Select the name of the partner for this login session. This field is required. (You do not select a partner name when creating a partner login session from the Administration application for a selected partner.) Only contacts for this partner will be able to log into this session. If you selected an application for the session, make sure the partner you select for this session has access to that application. (You do not select an application when creating a partner login session from the Case application as the Case application is assigned by default.)

If you do not see a partner, you may need to create that partner first.

2.       Select the application for the session. This field is optional. (You do not select an application when creating a partner login session from the Case application as the Case application is assigned by default.) If selected, this is the application that opens when the partner logs in to the server. Only applications available to the selected partner are shown for selection.

3.       Select the contact for this session. This field is optional. If selected, only this contact can log in to this session; if left blank, any contact associated with the selected partner can access this session. If only one contact is defined for the partner, that contact is selected by default.

If you do not see the contact you want, you may first need to select Create Contact and create the contact in the displayed Create Contact wizard. You need to have the appropriate user group privileges to create a contact. (Contact your Platform administrator for more information about your user group privileges.) If an Authentication window appears, enter the partner server administrator credentials. This window will not show if the administrator credentials were defined in the Partner User Store Details.

If you select a "privileged" partner contact (that is, a partner contact who can log in to the Axeda® Connected Product Management Applications without providing a session login code), then the following two fields - Minutes and One Time Login - are hidden from view (and therefore unavailable for selection).

4.       Type the duration for this session. This time period is the number of minutes from when the session is created until it expires. During this period of time, no one else may log in to the server using the login code created for this login session. The default is 2880 minutes, or 48 hours.

Note: If the session expires while the user is actively using the login session, the server does not stop the session; instead, the session continues until the user's Web session expires or the user closes the browser, whichever occurs first.

5.       If you want to limit this login session code to a one time use, select One Time Login. After this session expires, a user needs another login code to create another session with the server. If you do not select One Time Login, the server creates the session as a Multi Login Session.

6.       After configuring the partner session information, click Next to display the confirmation page. If you click Cancel and continue canceling, all information configured in this wizard is removed and a list of partners appears.