Creating Partner Company and Users

Unifier 9.13/10.x

July 21st 2014

Rev 1.0
 Steps to Create Partner Company and Partner Users
Pre-requisites

 Customer should have a partner admin user login to be able to create Partner Companies. The
username/password should be provided in the Welcome letter for new customers. The customer can also
request this login via MyOracle Support (SR) at any time.

 Partner user’s license limit should be set as required by the customer by Oracle. If Partner user licenses
are set to zero, the customer will not be able to add Partner users. If no Partner users were specified at
the time the environments were created or if they must be adjusted, the customer should submit an SR.

 Customer should have active Company Admin Login.

Partner Company Creation

1. Login to the Unifier with PARTNERADMIN user credentials.

2. Click on “New” to create new Partner Company. Fill in details on General and Address Tab. Make sure you select
the status as Active.
3. Click on Apply and the new partner company will be created.

4. This new partner company (NPCOM) must be added to the base company and this can be done using the same
partner company login. Select your base company from the same login and click on Open and Choose Partner
Companies from the left navigator pane.

 Click on the Add option on the top

 Select the New Partner Company and Click on Add Member.

 The new partner company will now be visible in the list of Partner companies
5. Login to Unifier as Company Admin. Click on Company Workspace tab and Choose Administrator Mode.

6. Select Partner Companies on the left navigator and Click Add.

7. Select the New Partner Company and Click on Add Member.

8. New Partner Company will now be successfully added.

9. Login to OIM URL (https://<<replace customer name>>-oim.unifier.oracleindustry.com/oim) with the Customer

Company Admin login.

10. Select Organizations from the Left Navigator

11. Click on Create to enter a new partner Organization in OIM. Use the same Short name as created step 2. In this
example it is NPCOM

12. Click on Save on the top right and the new company should be created

13. The New Partner Company is now created successfully in Unifier and OIM
Partner User Creation

1. Login to OIM URL (https://<<replace customer name>>-oim.unifier.oracleindustry.com/oim) with the Customer

Company Admin login.

2. Select Users from the Left Navigator

3. Click on Create to enter a user with below details

a. First Name: Partner

b. Last Name: User

c. Organization: NPCOM

d. User Type: Consultant

e. User Login: PARTNERUSER

f. Email:partneruser@oracle.com
4. User is Created Successfully

5. Click on “Request Accounts” to provision this user to Unifier.

6. A catalog screen will open. Choose the Catalog for Unifier Stage / Prod environment to provision the users.

7. Add to Cart and Checkout. Then Submit to Provision user to the required environment.

8. Close the catalog tab and click on User Details tab and Click on the Refresh.
9. The Account should be provisioned as noted below.

10. Login to Unifier as Customer Company Admin. Click on Company Workspace tab and Choose Administrator Mode
and Choose Partner Users

11. Click New from tool bar to add the user created in OIM as a partner user.
12. Choose the New Partner Company from List on Top and Select the Partner User. Click on Add.

13. Click OK to Close the Window

14. You can see below the Partner User is now added to the Company as part of Partner Users

15. Partner User is Successfully Created.