© CGI Group Inc. User Guide PrimePortal – General

What is PrimePortal GUI & Branding Terminology Integrations Components URL & Languages Navigation Authentication Role-based permissions Index Module : General

What is PrimePortal? Module : General This user guide will give you a general introduction to PrimePortal. Due to the fact that PrimePortal always is coupled with #define we will also give you a short introduction to that tool.

What is PrimePortal? Module : General PrimePortal and #define are used to obtain increased control and visibility throughout our deliveries at CGI, PrimePortal for the client and #define for the IT-delivery organization. The two tools are tightly integrated with each other.

What is PrimePortal? Module : General  Collaboration and service management portal for our clients  Web based  Provided as SaaS, securely hosted by GIS CGI  Clients view  Common repository for distributed application management  Web based  Provided as SaaS, securely hosted by GIS CGI  IT-delivery organizations view

What is PrimePortal?...offers single-point-of- information & single-point- of-service for clients …put the client in the driver seat and give them full control and visibility of the delivery...is dynamic and possible to brand and customize according to clients demands PrimePortal… is the clients view of the delivery PrimePortal… is the clients view of the delivery …is used across CGI to shorten communication routes and increase collaboration between the customer and the IT-delivery organization...is a service provided & hosted by CGI (SaaS)...is a webbased portal accessible over internet Module : General

GUI & Branding Header background colour can be changed Module : General It is possible to change the GUI and branding to fit the clients demands It is possible to change the GUI and branding to fit the clients demands Clients logotype can be added Appropriate texts and images can be added to the different portal sections

Terminology Module : General Another example is the title of a component, System information could be called Project status instead The terminology in the portal is dynamic One example of that is the tab names. In this case Orders could be named Tickets instead

Integrations Module : General Client CGI #define PrimePortal OneITSM CustomerFirst CGI PrimePortal has a number of integrations in place against CGI’s systems such as #define, OneITSM and CustomerFirst for example. The client therefore only need one tool to view and monitor the delivery.

Components Module : General PrimePortal contains a selection of components which are added and configured according to the client/delivery demands. The components are role-based and customizable. Some examples coming up.

Components Module : General - File archive - Used to share and collaborate files between the IT-delivery organisation and the client (e.g. documents and reports)

- Ticket tracker - In the Ticket tracker the clients raise requests against the IT-delivery. The ticket tracker is highly flexible both with regards to layout as well as process Components Module : General

- Dashboards - Performance management dashboards for tickets and incidents provided by CustomerFirst - The dashboard offer the client a graphical overview of tickets/incidents grouped by different categories such as by Status or by Days outstanding for example Components Module : General

- Contacts - List of contacts for the project/delivery/client - FAQ - List of frequently asked questions and answers - File share - Used to manage large files not suitable for the file archive - KPI Indicator - A visual aid to help communicate the progress achieved towards an already specified goal (e.g project, object or system) Components Module : General

Every portal has a client specific URL, which has the following format: where, = Name selected by the client/delivery For example: URL & Languages Module : General PrimePortal is multilingual, today supported in English, Dutch, French & Swedish. However, tab names and portal contents can be written in any language. PrimePortal is multilingual, today supported in English, Dutch, French & Swedish. However, tab names and portal contents can be written in any language.

Navigation Navigation via vertical Quick Launch Bar A Home page tab is always visible on each portal. The home page usually displays general information regarding the delivery. The navigation structure is dynamic and can be configured in various ways. The user navigates via the horizontal Tabs or the left- hand Quick Launch Bar. Module : General Navigation via horizontal tabs. A left-hand Quick Launch Bar is optional on each tab. Navigation via horizontal tabs. A left-hand Quick Launch Bar is optional on each tab.

PrimePortal supports different types of authentication: 1. Local user accounts 2. CGI users 3. OneITSM users Local user accounts The account is stored in PrimePortals Active Directory (AD) The portals user administrator can create and administer the accounts CGI users A trust is setup towards CGI’s user catalogue, which enables users to login with their windows (groupinfra) account information OneITSM users A trust is setup towards Remedy’s user catalogue, which enables users to login with their Remedy (groupsvcs) account information Module : General Authentication

Permission groups are possible to define as per function levels. A function could be a component, tab, a sub-level page or a page content. Authority groups are basically defined in two categories: By default groups These groups are defined while creating the portal itself They are defined on function read read & write Self defined groups The client can request new groups apart from default groups Module : General Role-based permissions

If you have any further questions feel free to contact us at: Questions? Module : File Archive

Thank you! 20