Cloud Services

Cost & Asset Management

User onboarding guide
Published On May 16, 2024 - 10:45 AM

User onboarding guide

As a CAM Admin, create and manage organizations, teams, applications, environments, and users

CAM Deployment

CAM is complete when all the required tenants exist and the initial system administrators are identified. When completed, the designated initial system administrator is notified by e-mail. The e-mail notification contains a blue link labeled
Get Started
. Click the link to initiate your account and navigate to the Kyndryl Modern Operations Applications dashboard login screen. Then, log in to the landing screen by clicking the
log in
button. To create or view Organizations, Teams, and Users, go to the
Admin Console
. For more information on how to set up Organizations, Teams, and Users, go to .
To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
You can also refer to the videos available for Onboarding User Access Management
Onboard User Access Process, perform the following procedures to complete the initial on-boarding of users.Step 1: Create an organization
Data isolation is supported for each tenant, but not for each organization. It is, therefore, recommended that you create one organization per tenant.
  1. Go to Admin console, click
    User access
    on the displayed screen, click Organization from the tab options, and click Organizations+.
  2. Add the required information:
    • Organization ID.
    • Organization Name.
    • Description.
    • Status.
  3. Click
    Create
    . The system displays the new organization.
Step 2: Create context values. When you create context values you will be able to monitor resources in the context of applications or environments. For example, if you choose to view resources in the context of an environment, you can monitor the performance of resources, data centers, and multicloud associated with each environment you create.
  1. From the main menu, click
    Admin
    , click
    Context type
    .
  2. Select
    Context Type+
    . The console displays the context value attributes:
    • Context Value ID: The internal value ID used by the system.
    • Context Value Name: The value name used by users and administrators.
    • Status: Context status.
    • Inactive: The number of inactive ones.
    • Active: The number of active.
  3. Click
    Create
    . The system displays the new application or environment on the User Access Management screen.
The following table presents the valid context values for the
landing
context type, which is available in the system.
Context Value ID
Context Value Name
Sunrise_ID
Sunrise
Alets_ID
Alerts
Inventory_ID
Inventory
Health_ID
Health
Incident_Management_ID
Incident Management
Problem_Management_ID
Problem Management
Change_Management_ID
Change Management
Serve_Lifecycle_Management_ID
Server Lifecycle Management
Pervasive_Insights_ID
Pervasive Insights
Actionable_Insights_ID
Actionable Insights
Cognitive_Insights_ID
Cognitive Insights
Step 3: Create a TeamCreate a team for administrative purposes. Teams are associated with provider accounts and they enable access to a specific provider account. Use the following procedure:
  1. Click the overflow menu (vertical ellipsis) in the upper left.
  2. If the Admin options are not exposed, click the Admin reveal arrow.
  3. Click
    User Access
    to navigate to the User Access Management screen.
  4. Click the
    Teams
    link to navigate to the Teams screen.
  5. Click
    Team
    to display the Create Team screen.
  6. Add the required information:
    • Team ID: team_name
    • Team Name: team_name
    • Organization: select from the dropdown list
    • Status: Inactive or Active
  7. Click
    Create
    .
Step 4: Assign a role and context to teamsTo view all the roles available for CAM, go to Supported Roles.Teams are created and exist in association with the concept of a role. A role provides organizations, teams, and users proper access to their resources in the CAM environment. For the purpose of onboarding assign the CAM Administrator role:
  • CAM Administrator: This role is associated with the organization. Teams assigned to this role have access to all teams within the organization. This role by default has the following privileges:
    • Tag assets.
    • Perform UI-based provider data ingestion.
      CAM Administrator is currently the only supported role for the CAM
To assign a role and context to the client's team, perform the following procedure:
  1. Click the overflow menu for the team you created.
  2. Click
    View Details
    . The edit screen contains three tabs:
    • Properties: Edit team attributes such as Team ID and Team Name.
    • Roles: Assign roles that enable access to other entities such as teams.
    • Users: Assign existing users to the current team.
  3. Click
    Add Role
    . The console displays a field labeled
    Choose an Option
    .
  4. Click the down arrow to display the list of available roles.
  5. Select
    CAM Administrator
    from the dropdown list.
  6. Enter the required information:
  7. Select the first check box under Associate.
  8. Select
    Organization
    under Business Entities
  9. Select the organization you created from the dropdown menu under Values
  10. Select landing under Business Entities.
  11. Select
    ALL
    to apply all context values or select from the following list:
    • Alerts
    • View Health Dashboard
    • View Inventory Dashboard
    • Actionable Insights
    • Pervasive Insights
    • Incident Management
    • Problem Management
    • Change Management
  12. Click
    Add
Step 5: Create and assign users to the team Perform the following procedure to create users and associate them to teams:
  1. Click Users on the User Access Management screen to navigate to the Users screen.
  2. Click User to navigate to the Add User screen.
  3. Enter the required user information. Keep in mind that the User ID and Email values must be identical and must include the entire ID.
  4. Select a team for the user:
    • Enter the name of the team in the
      Team(s)
      search field.
    • Click
      Create
      to create the user and assign it to the team. The user receives an e-mail message with a button labeled
      Get Started
      . Clicking the link navigates the user to the Kyndryl Platform.
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