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

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Product: Intergraph Smart Cloud
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Intergraph Smart® Cloud Help
Getting Started
Prerequisites
IT system environment
Set up the federation
Onboarding a User
Onboard a User
How to Onboard a User (Enhanced)
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
Import Export Files from/to Smart Cloud Portal
LFT
Import and/or Export
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 users to an estate
Place requests to add and hold users to an estate
Place requests to add and lock users to an estate
Place request to lock active estate users
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 advance search
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
User Access Control Matrix
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 active users
View products in an estate
View permissions and contacts of companies
View and edit associated company permissions
View and add contacts of an estate
Send welcome email notification to users
Managing Named User Case Sheets
View journal
Resend email notifications to a user
Cancel case
Manage Estate Automation
Backup/Restore
Client Application Registration
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 space 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
All about Applications
Managing Applications
Terminating Application Sessions
File Transfer
Importing and Exporting Files
Import a new file
Download files or folders
Large File Transfer
Download files
Upload files
View upload status
Transferring files using HotFolder
Download Sites
Download HotFolder
Schedule a task
FileCatalyst TransferAgent
Install FileCatalyst TransferAgent
Upgrade FileCatalyst TransferAgent
How to 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
More Information
Named user request types
Named user states
Named user request status
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 Support Team
Support, Copyright, and Legal Information
Hexagon PPM 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
user vetting
vetting
vetting documents
work processes

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