Intergraph Smart Cloud Help - Intergraph Smart Cloud - Help - Hexagon

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Intergraph Smart® Cloud Help
What's new in Smart Cloud Portal
Getting Started
Pre-requisites
IT system environment
Set up the federation
Single Sign-On (SSO)
Setting up SSO
Managing SSO with Smart Cloud
How does non-SSO authentication work?
How does SSO authentication work?
Setting up SSO with Intergraph Smart Cloud
Adding a new user without SSO
Adding a new user with SSO
Enable SSO for an existing user
Disable SSO for users
Mitigating risks and Business continuity scenarios
Scenario - Migrate all users to SSO
Scenario - Change SSO signature for all users of an estate
Scenario - Customers Identity Provider is down or is not working
Onboarding a User
Login to Smart Cloud Portal
First Time Login
Multifactor Authentication
Okta Verify
Google Authenticator
Email Authentication
Acceptable Use Policy
Login to Smart Cloud portal using single sign-on
Scenario 1 - Access multiple applications in a single estate
Scenario 2 & 3 - Access multiple estates
Reset your password
Launch applications
Launch SaaS applications
Launch virtually delivered applications
Maintenance
User onboarding
How to Onboard a User (Enhanced)?
Onboarding a user using NUL Sheet
Onboard users using Enhanced Onboarding feature (NUL sheet)
Configure the SPF Role Matrix
Configuring plant level onboarding for SDx Users
Customer IDP Integration with Smart Cloud
Prerequisites
Limitations for the current version
Product wise user and role management support
Customer IDP Integration steps Vs Responsibilities
Map Customer Security Groups in Smart Cloud Portal
Generate secret token
Enterprise application management and provisioning in Azure AD
Create an enterprise application
Update Provisioning details for the Enterprise Application
Provisioning Overview for the Enterprise Application
User/Group management in Azure AD
Create Groups
Create Users
Assign Groups and Users to the enterprise application.
Add users to the respective product groups
Update/change a group for a user
Remove a user from Azure AD group
Restart provisioning
Frequently asked questions
How do I know that a user is onboarded?
Can I configure one application to use SCIM and another application to use the current user management tools?
How can I onboard a user to more than one product?
Can I onboard a user as Admin for one product and as a viewer in another product?
Can I onboard a user to custom roles using Customer IDP?
Do I need a separate group in AD for users of a specific product with specific role?
Can we use Customer IDP feature with other identity providers apart from AD?
User onboarding from IDP failed. What is the reason for user onboarding failure and how do I re-submit the onboarding request?
How much time does it take to onboard a user via Customer IDP?
Can associated companies also use Customer IDP?
Who will be notified if the user details in Azure AD are not configured correctly?
Can we enable Customer IDP for an existing estate in Smart Cloud Portal?
Does Smart Cloud Portal support both enhanced user onboarding and Customer IDP features for the same estate?
What happens if the user is added to more than one role/product group?
Added a user to the Admin group in AD but is assigned a different role, why?
How do I onboard an SDx user as Config TOP?
Data Management
Managing Companies
Create a company
Managing Estates
Edit estate details
Edit contacts
Add estate contacts
Edit the permissions of associated companies
Managing Estate Users
Place a request to add new users to an estate
Place request to add existing users to an estate
Place request to lock active estate users
Unlock User Account
Place requests to delete active, locked-out, and on-hold estate users
Place requests to release user in an estate
Modify requests to change user details
Submit user requests
Find users using Advanced Query
Add and request multiple users at one time
Export estate user request data
Manage load files
Configure SmartPlant Foundation role matrix
Configure load file properties
View user request Information
View a user request details using case number
View user request journal
View user request status
Permission to terminate application sessions
View products in an estate
View permissions and contacts of companies
View and edit associated company permissions
User Access Control Matrix
View and add contacts of an estate
Send welcome email notification to users
Named user ratio - FAQ's
Managing Named User Case Sheets
View journal
Resend email notifications to a user
Cancel case
Manage Estate Automation
Backup and restore database
Backup & Restore database
Backup database
Restore database
Client Application Registration
Deactivate Client Application
SDx Extensibility
All about Applications
Managing Applications
Terminating Application Sessions
File Transfer
Import Export Files from/to Smart Cloud Portal
Import and/or Export
Large File Transfer
Download files
Upload files
View upload status
Transferring files using HotFolder
Download Sites
Download HotFolder
Schedule a task
FileCatalyst TransferAgent
System requirements
Install FileCatalyst TransferAgent
Upgrade FileCatalyst TransferAgent
Errors during FileCatalyst TransferAgent installation
How to change the port number in TransferAgent and Smart Cloud Portal?
FileCatalyst HotFolder
Install HotFolder
Upgrade HotFolder
Prerequisites
How to upgrade FileCatalyst HotFolder?
Steps after the upgrade
Report Generation
Generate an Estate Manifest report
Generate an Estate Usage report
View the Estate Performance report
View the Estate Application usage report
View the Estate Support report
View the Estate User Onboarding report
View the Estate Change Request Details report
View the Estate Backup report
View the Estate Disk Usage report
View the Estate Onboarding report
View the Estate Monthly Report
Customization
Personalize the Home Page
Accessing the User Profile
Managing Your Office 365 Subscription
Accessing the LinkedIn page
Accessing Settings
Upload or remove a logo
More Information
Named user request types
Named user states
User roles and access levels for Intergraph Smart Products and Third Party Products
How do I fill in the NUL sheet?
Manage Estate Users interface
Contacting the Support Team
Troubleshooting
Customer IDP Issues
Missing FirstName
Missing LastName
Missing User Name
Missing Email
Only 1 character in FirstName
Only 1 character in LastName
Special character in FirstName
Special character in LastName
Special character in User Name
Customer Security Group user details incorrect
Incorrect Sign-in Key
Endpoint URL is incorrect
Invalid token or token not generated
User added to the Customer IDP but the user is not getting onboarded
User to the Admin group in AD but is assigned a different role
Other Issues
OKTA Configuration Error
Error while creating user
Unable to reset Portal password
Issue with onboarding of a new user
Unable to upload files to the SDX Cloud
Unable to take backup of database
Load file generation is timing out
Unable to view SDx DTC/Citrix application after logging-in
Unable to view sub-application(s) for any product
Unable to onboard users to Ecosys application
Unable to access any share via File Catalyst
Ecosys Backup/Restore failure
Failed to process NUL Case
Support, Copyright, and Legal Information
Hexagon Policy Against Software Piracy
Customer Support and Technical User Forum
Copyright Notice
Glossary
advanced query
anonymous portal user
associated companies
case number
company vetting
contract
customer admin (CA)
customer user (CU)
designated estate admin company
designated representative company
entity
estate
estate group
journal
license manager server
master service agreement
modules
named user case sheet
named users
named users list
owner company
pending submit
product group
product group roles
product image
product parts
reports
role
scopes
work processes

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