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Access and Identity Management (AIM) User Guide

1. fiatu e My Users Endorsed Users Applications ST Si Application 4 gt gt First Hame Last Name aiheina es gt gt Role 4 Environment Entity Training User1 10 31 2014 EXTERNAL READ ONLY STAGE ADS AlM Training User1 10 31 2014 EXTERNAL READ ONLY STAGE CSO RS ADS AIM Training User1 10 31 2014 EXTERNAL READ ONLY STAGE CSO a ADS AIM Training User 10 31 2014 EXTERNAL READ ONLY STAGE CSO a ADS AIM Training User1 10 31 2014 EXTERNAL READ ONLY MAP STAGE CISO ja ADS AIM Training User1 10 31 2014 EXTERNAL READ ONLY MAP STAGE CISO a ADS AIM Training User1 10 31 2014 EXTERNAL READ ONLY MAP STAGE CISO E pen N S a BEES z s ee man BEES eem een A SNE a BEES enge BEE EES AIM AIM Training POC 10 31 2014 POC MAP STAGE AIM AIM Training POC 10 31 2014 POC TEST AIM AIM Training POC 10 31 2014 POC MAP TEST pess E z i eerta s en E mm ALE em en BEES pe ye BEES oe EES CMRI AIM Training User2 10 31 2014 EXTERNAL READ ONLY MAP TEST CISO Eg CMRI AIM Training User1 10 31 2014 EXTERNAL READ ONLY STAGE CEO CMRI AIM Training User1 10 31 2014 EXTERNAL READ ONLY STAGE CSO E CMRI AIM Training User1 10 31 2014 EXTERNAL READ ONLY STAGE CSO a CMRI AlM Training User 10 31 2014 EXTERNAL READ ONLY STAGE CEO a CMRI AIM Training User1 10 31 2014 EXTERNAL READ ONLY MAP TEST CO Bei The user list will display 100 users per page There are a number of filtering options which provide the ability to view a subset of users by application AIM provides the abi
2. Access and Identity Management AIM User Guide Effective Date 7 1 14 Enter a Description for the access request and click the Update button California ISO Access and Identity Management 3 FIFE Shoping o Rensespd Fuara POC Profile Users Applications Certificate Renewal New Request Request History Access Request Request ID Description Updated By Updated Date 208 Testing for User Manual XATRANINGPOC14007T1 12 24 2013 14 46 Select an individual user or use the Shift click or Ctrl click functionality to select multiple users and click the Add button Or click the Add All button to add all users to the request S California ISO Access and Identity Management 2 5 Shoping o Renee Future POC Profile Users Applications Certificate Renewal Access Request New Request Request History Access Request i Request ID Description Updated By Updated Date Select Applications and Roles Copy Current User Access Available Users Selected Users T Last Hame First Hame Last Name First Hame Training User AH raining Useri0 Alh aining User AlM Training Users AM raining Users AlM Training User Training User Training User Training User Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 27 of 42 Od oh I California ISO fecnnoleay DEEN Shaping a Renewed Future Access and Identity Mana
3. S California ISO Shaping a Renewed Future Access and identity Management AIM User Guide Document Owner Radha Madrigal Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6DJSCMM56APN 32 160 Page 1 of 42 CR ke 7 Se SEENEN Access and Identity Management AIM User Guide Effective Date 7 1 14 REVISION HISTORY Kr match header 10 9 13 RMadrigal Final edits 12 23 13 RMadrigal Added release 2 functionality 2 1 3 5 14 RMadrigal Added list of auto provisioned applications Added notes regarding certificate creation and renewal Added note regarding requests for endorsed users Updated with ACL functionality weekly expiry email a 7 25 14 RMadrigal Updated with new Create ACL Group button Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 2 of 42 CR Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 TABLE OF CONTENTS Idee Rei de E 5 PUTO DPOVISIONCG ee e e EE 5 Data ee reser rctnart cxcnies cme menenearseae REE RR ERER KES EKER RRE ERS EREKE EENS RKE ERE EREEREER S EKER RE RARER ERER P KER RER EREEREER 5 FRC VIEW eg Ke 6 Releihige UE 6 Be 9 HS eat INS CYS EE 9 UA 10 BS e WEE al UR EE 12 Current User Access ACCEGI 13 Ely ASSEIS Ao S cccucinscasaceasuanadescaquesosacmasdbesensaseaneasase
4. gt gt E A No Data found Entity Assets ASSETS The Entity Assets window displays the list of Assets resources that the endorsed user is able to view for the selected application Can Entity Assets Asset Association Entity Environment Asset Hame x No Data found This list will display information for each resource based on Master File data Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6DJSCMM56APN 32 160 Page 15 of 42 CA California ISO Shaping a Renewed Future wy Technology ISO Version Access and Identity Management AIM User Guide Effective Date 7 1 14 Applications The Applications Tab provides the ability to view a list of users by application This screen loads without any filters applied and displays a blank list of users The user list is separated into two sections My Users users who belong to the POC s organization and Endorsed Users users from another organization who have been granted access to specific Entities usually an SCID or resources in specific applications My Users Click the Apply button to view a list of all users for all applications This window also provides access to the Entity Assets window for the Assets that belong to the POC s organization Access and Identity Management eg California ISO 9 TIIE POC Profile Users Applications Certificate Renewal Access Request ALL
5. 42 Ar LE Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Note The maximum number of rows that can be exported is 10 000 If the number of rows available exceeds 10 000 only the first 10 000 rows will be exported It is recommended to use filters to limit the number of results that are displayed in order to export all rows Print Menu The Print Menu is accessible from the Current User Access Current Endorsed User Access and Entity Assets pages Print All Print Page Print Wizard Print All All data will be printed Only the data shown on the current page will be printed Print Wizard The user can customize the data that is printed Print Wizard The Print Wizard provides the option to print in the following four combinations of page size and orientation e A4 Letter Portrait e A4 Letter Landscape e 11 x17 Portrait e 11 x1 7 Landscape Note The option for portrait or landscape must also be set in the standard printer selection window Page Size 44 Letter Portrait A4 I Letter Portrait Grid 1 Use A4 Letter Landscape 11 17 Portrait Column 44 17 Landscape Last Name Last Nam First Name First Name UserlD User Email Email Organization Organization Status status Cert Expiration Date Cert Expiration Date Account Type Account Type Visible EnableWrapping Column Width Fa E B4 Rows to P
6. All All data points will be exported to Excel The current page will be exported to Excel Export Wizard The user can customize the data export Export Wizard The Export Wizard enables the user to export data in the following three file types e Export Excel e Export CSV e Export Word Export Type Export Excel e Export Excel Grid 1 Users Export CSV Column Name Display Name Visible Column Width Last Name Last Name d a4 First Name First Name B4 UserlD User WM 67 Email Email WM 127 Organization Organization E 127 Status Status El 4 Cert Expiration Date Cert Expiration Date MI 63 Account Type Account Type FJ Rows to Export AN Rows S The Export Wizard can be customized using the following options e Enable Grid Export If a display contains multiple grids the user can select specific grids to export Note that the CSV format can only export one grid e Display Name The user can modify the name of a column that will appear in the data export e Enable Disable Column Visibility The user can select which columns to include in the exported file e Custom Column Width The user can choose to modify the width of a specific column e Rows to Export All Rows or the Original Page Once the user has selected the export parameters click the Export button to generate a file Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 40 of
7. Name Last Name and Email AIM also provides the ability to filter by Certificate Expiration e g all certificates expiring in less than 60 days Status Active Inactive and Account Type External External System An External account type is a human user while an External System account type is an integration certificate or machine certificate Some columns in the user list are hidden by default Click on the icon to view a hidden column Note Columns in ALL CAPS contain clickable fields that will display a pop up window containing additional information See the following screenshot Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 10 of 42 E e l Access and Identity Management AIM User Guide Effective Date 7 1 14 California ISO Access and Identity Management 22 s Shoping o Renewed Future POC Profile Users Applications Certificate Renewal Access Request Endorsed Users My Users TY Si Last Hame First Hame Ai Lee jan e My Users Cert Expiration p PROFILE ACCESS Date Training POC All Training User Alh Training User Alh Note You may see California ISO test user accounts with the name structure of AIM Tester and AIM Tester x listed as endorsed users with access to your resources These are internal CAISO Quality Assurance certificates and are used for internal testi
8. Postal Code Country UNTED STATES Account Type EXTERNALS Note The user must be created before an access request can be submitted A new user will have a status of New until a certificate is posted for the user at which time the status will change to Active Note After a new user is created the POC will receive an email regarding the certificate that has been created for the new user The POC has the option to forward this email to the user or register for the certificate directly and then install it on the user s machine Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 9 of 42 E l Access and Identity Management AIM User Guide Effective Date 7 1 14 My Users California ISO Access and Identity Management 5 Im 6 Eongecg Future POC Profile Users Applications Certificate Renewal Access Request My Users ae Si Cert Last Hame First Hame A Email Ab Status Expiration Ab PROFILE ACCESS Date Training POC AIM trainingpoc caiso com Active 10312014 k Training Users Alh THgo caiso com Active 10 31 2014 ry Training User AIM TNgo caiso com Active 10812014 ry The user list will display 100 users per page There are a number of filtering options which provide the ability to view a subset of users AIM provides the ability to filter the following fields using the asterisk wildcard search parameter User ID First
9. a ADS EXTERNAL READ ONLY MAP STAGE Cio Eg R e E GEN DEE gt EE TI CMRI EXTERNAL READ ONLY TEST LO Bei CMRI EXTERNAL READ ONLY TEST LO EE CMRI EXTERNAL READ ONLY TEST 0S0 CMRI EXTERNAL READ ONLY TEST cio a The access list will display 25 rows per page Note If the user has been endorsed by another organization the Entity for that organization usually an SCID will be included on this list Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6 DUSCMM56APN 32 160 Page 13 of 42 TS i e I California ISO Technoleay DEEN Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Entity Assets ASSETS The Entity Assets window displays the list of Assets resources that the selected user is able to view for the selected application Can Entity Assets Entity Environment Asset Hame WE WEED Type Type x Mo Data found This list will display information for each resource based on Master File data Endorsed Users Click the Endorsed Users Tab to view the list of endorsed users oe California ISO Access and Identity Management 2 as A jan o e Shoping a Ronee Fuhara POC Profile Users Applications Certificate Renewal Access Request My Users Endorsed Users Endorsed Users Cert Last Hame First Hame Email Organization 4 Status Expiration kia Date ENDORSED ACCESS X No Data found The user list will dis
10. be renewed online by the users Point of Contact POC before renewal certificates can be issued Please review the certificates below log into the Access Identity Management AIM application and authorize any digital certificates you need renewed by selecting the RENEW option If there are any users who do not require certificates select from the REVOKE option process the revocation immediately or LET EXPIRE option process the revocation on the certificate expiration date Access the AIM application at https portal caiso com aim and follow the AIM Users Guide located here http caiso ityManagement AIM UserGuide pdt Less Than 90 days First Name Last Name AIM Training Userl0 User Id Email xatraininguserl0155123 rkmadrigal caiso com Certificate Valid To 2014 02 25 07 00 00 0 AIM AIM AIM AIM Training User Training User6 Training User Training User xatrainingusers155118 xatraininguser l 55119 xatraininguser7 155120 xatraininguserg 155121 rkmadrigal caiso com rkmadrigal caiso com rkmadrigal caiso com rkmadrigal caiso com 2014 02 25 07 00 00 0 2014 02 25 07 00 00 0 2014 02 25 07 00 00 0 2014 02 25 07 00 00 0 If you are no longer a POC for these users please submit the POC Establishment and Change Form located here http www caiso com Documents Pomt o20o0fo20contact o20establishment o20and o20requirements For any issues or more information please contact your California ISO Cust
11. edit the request as needed Click the Preview button again then click the Submit button Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 33 of 42 em Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Check Status of an Access Request 1 To check the status of an access request navigate to the Access Request tab and click on the Request History link 2 Click on an individual line item in the Access Request panel 3 The list of items requested will display in the Access Request Details panel 4 Review the Status column for each line item to verify that the requested access was granted a Submitted The access request has been submitted and is waiting for the approval process to run b Approved The access request has been approved and is waiting to be processed c Processing The access request is being processed d Completed The access request has been completed and the user can now access the application e Rejected The access request has been rejected and will not be processed See the notes column for the reason it was rejected Revoke a Certificate 1 To revoke a user s certificate navigate to the User tab 2 Find the correct user and click on the button in the Profile column 3 From the User Profile screen click the Revoke User button 4 Aconfirmati
12. order and the following icon appears in the column header This indicates the first level sorting e Click another column The data is sorted in ascending order The icon in the first column changes to The following icon appears in the second column z This indicates the second level sorting e Click another column The data is sorted in ascending order and the following icon appears in the column header e Click the same column again The data is sorted in descending order The icon in the column header is changed to e Continue to click column headers to deselect and then reprioritize the sorting order The following image shows the example explained above Users ST His Cert Lastlame Z Firstilame 4 UserID Email Status Expiration PROFILE ACCESS Training User AlM xatraininguserl 140072 TNgo caiso com Active 10 31 2014 ry k Training User AlM xatraininguser2 140073 TNgo caiso com Active 10 31 2014 mm CT Training Users AlM xatrainingusers 140074 TNgot caiso com Active 10 31 2014 mm k Training User4 AlM xatraininguser4140075 TNgo caiso com Active 10 31 2014 CT mm Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 39 of 42 Pr LE Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Export Menu Export All Export Page Export Wizard Export
13. the Access Request tab 2 Click the pencil icon to add a new request 3 Click the New Row button d Type a description for the request and click the Update button 5 From the Select Users tab choose the names from the list of Available Users Note Use Ctrl click or Shift click to select multiple names 6 Click on the Select Applications and Roles Tab 7 Click on the desired application and role and click the Add button Note Use Ctrl click or Shift click to select multiple applications 8 Optional To remove access click on the drop down button in the Action column to change the selection from ADD to REMOVE 9 Optional Copy Current User Access tab a To view the access of a specific user in order to grant the same access to a new user click the Copy Current User Access tab b Click a name in the Current Users panel to view that user s access in the Current User Access panel c Click on the desired application role environment and click the Add button Note Use Ctrl click or Shift click to select multiple application role environment options 10 After all users applications roles and environments are selected click the Preview button in the Access Request panel 11 Review the request to ensure that it is accurate 12 Click the Submit button in the Access Request Preview window to submit the request Note If changes need to be made close the preview window and
14. The Entity Assets window displays the list of Assets resources that the endorsed user is able to view for the selected application GER Apply Entity Assets Asset Association Entity Environment Asset Hame x Mo Data found This list will display information for each resource based on Master File data Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6DJSCMM56APN 32 160 Page 18 of 42 TS I California ISO fecnnoleay DEEN Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Certificate Renewal The Certificate Renewal screen will display a list of all users whose certificates are set to expire in date increments up to 90 days The POC will access this screen to manage the renewal of user certificates California ISO Access and Identity Management A gz Shoping o Beneeogc Fuara POC Profile Users Applications Certificate Renewal Access Request os EN My Users With Expiring Ce 7 e y R Last Hame h Fi i irati 7 First Hame ab Email ab Ak Expiration Action Date Training User10 AN rkmadrigal caiso com 03 16 2044 Renew ore rm Training User5 AM rkmadrigal caiso com 03 46 2044 Renew Let Expire Renew Selections Training User AM rkmadrigal caiso com 03 16 2044 Renew Let Expire bereest Training User AIM rkmadrigal caiso com 0396 2074 D cT Renew Let Expire SS Training Use
15. The filter tooloar contains the account filtering options Email Certificate Expiration ALL kal Apply Reset Status ALL Account Type ALL Refreshes user data with the filters Restores filters to default settings wildcard search Use the asterisk wildcard symbol to search for user information e g Enter Chris in the First Name field and click the Apply button to display a list of users whose first names begin with Chris The search results will display users who are named Chris Christopher Christine etc To ensure that you see all records meeting your search criteria add the at the end to display multiple records Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 37 of 42 Pr LE CZ California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Filter Toolbar Applications Tab The filter tooloar contains the account filtering options Certificate Expiration ALL m Account Type IALL Refreshes application data with the filters Reset Restores filters to default settings wildcard search Use the asterisk wildcard symbol to search for application information e g Enter CISO in the Entity field and click the Apply button to display a list of applications and users for all SCID s that begin with CISO The search results will display resul
16. and for endorsed users Data Accuracy The data displayed in AIM represents actual end user access to ISO systems This information is updated twice per day by approximately 9 00am and 9 00pm Customer POCs are responsible for validating the accuracy of the information presented and following the appropriate process for modifying end user access Please email POCrequests caiso com with any questions Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 5 of 42 GZ California ISO Shaping a Renewed Future Technology ISO Version ER Access and Identity Management AIM User Guide Effective Date 7 1 14 Review of AIM Screens POC Profile The POC Profile Tab displays contact information for an individual POC California ISO Access and Identity Management A A 2 3 bapa a tmewwet fere POC Profile Users Applications Certificate Renewal Access Request POC Status Contact Info Organization E 7 7 Aomain wes User 10 HE e FirstName AN Address 123 Frst Aveowe Weebly Expery Email yes Ss Sat Kee Last Name Training POC Address End Date DEIER Organization Training Orgamcaton City San Francisco Email trainingpoc caiso com State CA Phone Number 916 124567 Postal Code 94117 Address 1 250 Outcropping Way Country UNITED STATES Address 2 Phone City Fotsom State CA PostalCode 95630 Country UNITED STATES Authorized Contracts Associated Applications Contract Type A
17. asaavadeatansaseaesnctsseasaseassas 14 ENGO ee E 14 Current Endorsed User Access ENDORSED ACCESS ccccccceseeeeseeeeeeeeeaeeeens 15 San dE Lee al WEEN 15 PRODUC ANIONS cdetectendetecectataiagudatatanntodsiaeedntadaoatunasanadatcaatasate casedadeasendabatooniviataendntadueataneds 16 IOI NS OLS a E 16 Entity Assets ASSETS nannnannnannnnnnnnnnnnnnnrnnnnrsnrrnnrnnrrsnrrenrrenrrnrrsnrrsnrrerrrnrrnnrrenerne 17 Endo OTUS GIS neper see ae ceastceaecueeawanecencwuecuseeneueeaueennemseasaeceseemanes 18 ENUY ASSES AS E E E 18 cence FCM OW al aa a E E E E E E E E E EE 19 AGE AOD a nee nee eer enone ee ee ee ere 21 New ACL Ai OUD E 21 PAGANS SOS TO AN CO DEE 22 Remove Assets from an ACL Group 23 VEN A Ee le ee E E E EE E 24 EACE GOUD aere E eee ee 24 PG GOSS TSC SU panes etc erases cece oni nat rc acne teenie acaemnate eta eee gate ecm nanan atresia 26 NOW TAC GUC Sl ena E 26 PIC OUC ST e Io 1 EEN 31 Qwner RadhaMadrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 3 of 42 QO Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Step by Step Overview of AIM Functionality cccccceecccceeceeeeeeeeseeeeseeeeesseeeesaaeeesaees 33 Add a New US Cl E 33 Submit an ACCESS REQUEST 0 ccccccccccesecesceececesecceeessceeeeseeeessceeeesceeeesceseescueesseeeeess 33 Check Statu
18. ave been explicitly authorized for Training User10 AIM ADD MAP STAGE SIBR EXTERNAL READ WRITE TRAINING APPROVED Training User10 AIM ADD MAP STAGE CD EXTERNAL IMS READ WRITE TRAINING APPROVED Training User10 AIM ADD MAP STAGE CD EXTERNAL SDS READ WRITE TRAINING APPROVED Training User AM ADD STAGE CRIMGT EXTERNAL READ ONLY TRAINING APPROVED Note An Access Request will begin with a status of Submitted It will then move to Processing Finally it will have a status of Processed This does not mean that all access was granted The POC must review each of the line items in the Access Request Details to verify that access was granted to a specific user In the Access Request Details section the status options are Submitted Approved Processing Completed or Rejected Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DJSCMM56APN 32 160 Page 32 of 42 em Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Step by Step Overview of AIM Functionality Add a New User 1 To add anew user navigate to the Users tab and click the Create New User Button 2 Enter the user s first name last name email address and address information 3 Select an account type of Externals for an individual person or Externals_ System for system accounts 4 Click Submit Submit an Access Request 1 Navigate to
19. d Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DJSCMM56APN 32 160 Page 31 of 42 Access and Identity Management AIM User Guide Effective Date 7 1 14 Click on an individual access request in the Access Request panel to show the Access Request Details at the bottom of the screen 2 California ISO Access and Identity Management A A 6 Im POC Profile Users Applications Certificate Renewal Access Request Access Request y per gt EI O ReqID Description Updated Date Status 500 de provision for AIM Training POC 12 16 2013 15 50 PROCESSED 499 provision MRI S for POC 12 16 2013 15 43 PROCESSED 498 de provision for MRI S last user 12 16 2013 15 16 PROCESSED 497 provision MRES User 12 16 2013 14 48 PROCESSED 475 Provision User3 as POC 12 13 2013 20 31 PROCESSED 461 Deprovision MRI S 12 12 2013 19 14 PROCESSED 460 Deprovision MRIS 12 12 2013 18 49 PROCESSED 445 De provision for MRI S SWG 12 12 2013 13 53 PROCESSED 442 New Access Request for 3 users test 12 12 2013 10 59 PROCESSED Access Request Details 7 Si i a Last Name sg CH 2 gt gt Action Environment Application Role Entity Status Hotes Training User10 AIM ADD STAGE MFRD EXTERNAL READ ONLY REJECTED POCs can only request access for Entities that they have been explicitly authorized for Training User10 AIM ADD MAP STAGE CMRI EXTERNAL READ ONLY REJECTED POCs can only request access for Entities that they h
20. e Add button to add an asset to the ACL group EXC_TRAINING_509 Apply Available Assets sseta Asset Start End me Type Date Date oe a OPP a X No Data found Note The asset is automatically added to the group once the Add button is clicked Simply close the window when all assets have been added Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Page 22 of 42 Doc ID DJSCMM56APN 32 160 E Access and Identity Management AIM User Guide Effective Date 7 1 14 Remove Assets from an ACL Group Click the Edit button to remove assets from the ACL group 3 California ISO Access and Identity Management A A 6 222 POC Profile Users Applications Certificate Renewal ACL Groups Access Request _ Bia Active Te Appiy ACL Groups Assets JY Si ACL gt Asset Asset Start End gt gt gt gt gt D gt Group Entity Name Environment Group Name Description Start Date Name Type Date Date X No Data found TRAINING PROD EXC_TRAINING_509 07 01 2014 07 31 2014 TRAINING PROD EXC_TRAINING_508 Resource 4 07 01 2014 07 31 2018 Active TRAINING PROD EXC_TRAINING_504 Resource 3 only 07 01 2014 07 27 2018 Active TRAINING MAP STAGE EXC_TRAINING_496 Resources1 amp 2 06 30 2014 07 21 2018 Active Select an asset from the Assets list and click the Remove button to remove it from the ACL group ERC TRAINING 509 Apply Assets Asset Asset Start E
21. e selected application Can Entity Assets Asset Association Entity Environment Asset Hame A No Data found This list will display information for each resource based on Master File data Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 17 of 42 CR Lt Access and Identity Management AIM User Guide Effective Date 7 1 14 Endorsed Users Click the Endorsed Users Tab and click the Apply button to view a list of all endorsed users for all applications This window also provides access to the Entity Assets window for the Assets that belong to the POC s organization 2 California ISO Access and Identity Management A A 222 My Users Endorse d Users Applications Ca Application 2 gt First Hame Last Hame gt gt Organization A Certificate Expiration Date Asset Hame Asset Type ADS PIRP SLIC ADS PIRP SLIC ASSETS gt gt Role 4 Environment Entity No Data found The user list will display 100 users per page There are a number of filtering options which provide the ability to view a subset of users by application AIM provides the ability to filter the following fields using the asterisk wildcard search parameter Entity First Name and Last Name AIM also provides the ability to filter by Application Certificate Expiration Role Environment and Account Type Entity Assets ASSETS
22. een developed to improve the process for requesting obtaining updating and maintaining user access to ISO applications The ISO maintains approximately 4 000 secured customer accounts granting access to roughly two dozen ISO applications Each customer has designated one or more individuals within their organization to act as the point of contact POC authorized to initiate and maintain access to ISO applications To view a list of DRS or OMAR users contact your client representative or send an e mail to POCrequests caiso com The AIM application provides registered POCs with the ability to view application level access for all of their organization s users as well as any users from other organizations who have access to their resources endorsed users Additionally the AIM application will allow the registered POC to view the expiration date of their users certificates and automatically request a renewal from within the application If you are not a registered AIM POC please submit a request to POCrequesits caiso com to be placed in the queue to obtain access as AIM will be the only method to renew your users certificates going forward Auto provisioned Applications The following applications can be auto provisioned from within AIM SIBR CMRI MRI S MFRD RAAM CIDI MPP CRTMGT and RIMS GEN Access changes will continue to be submitted via the AARF form through CIDI for the applications that are not automated in AIM
23. finished ks California ISO Access and Identity Management kb D IP w Shaping o Rensed Fulara POC Profile Users Applications Certificate Renewal ACL Groups Access Request SR 8 Set Created A Created 4 Modified 4 Modified A Entity Me Environment Group Name Description Start Date End Date Statu By Date By Date TRAINING EXC TRAINING _ 509 Resource 5 dek Orr31 2014 TRAINING PROD EXC TRAINING 08 Resource 4 oF 01 2014 07312018 TRAINING PROD EXC TRAINING 04 Resource 3 only 07401 2014 Oria ri2018 Active TRAINING MAP 5TAGE EXC _ TRAINING App Resources 1 amp 2 06 30 2014 OF212016 Active Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6 DUSCMM56APN 32 160 Page 24 of 42 E e Access and Identity Management AIM User Guide Effective Date 7 1 14 California ISO Access and Identity Management A 4 a22 2 POC Profile Users Applications Certificate Renewal ACL Groups Access Request a es Eo ACL Groups Update a Group Y Entity Name Environm Description Start Date End Date Status Ge GEN e ierch TRAINING PROD EXC_TRAINING_573 Resources A amp B 07 25 2014 07 31 2020 Active TRAINING PROD EXC_TRAINING_514 Resource 12 amp 13 07 10 2014 07 30 2016 Active TRAINING PROD EXC_TRAINING_513 Resource 18 07 10 2014 07 30 2016 Active TRAINING EXC_TRAINING_509 Active TRAINING PROD EXC_TRAINING_508 Resource 4 07 01 2014 07 31 2018 Active TRAINING PROD EXC_TRAINING_504 Resource 3 on
24. gement AIM User Guide Effective Date 7 1 14 Select one or more applications and roles and add them to the access request gt California ISO Access and Identity Management A A 8 5 s Shoping o Reread Futana POC Profile Users Applications Certificate Renewal Access Request New Request Request History Access Request aY Request ID Description Updated By Updated Date Select Users Copy Current User Access For Endorsed Users or Applications not listed below please use this form Available Applications Roles Selected Applications Roles Application Role i i Environment CIDI EXTERNAL SOS READ WRITE CIDI EXTERNAL IMS READ WRITE CMRI EXTERNAL READ ONLY CRIMGT EXTERNAL READ ONLY MFRD EXTERNAL OPERATOR MFRD EXTERNAL READ ONLY MRLS EXTERNAL READ ONLY RUSS_APP RUSS_APP_ROLE1_DISPLAY_NAME SIBR EXTERNAL READ WRITE Note Requests to grant or remove access for an endorsed user are handled through CIDI and the AARF process Newly provisioned access for endorsed users will be visible within AIM after the next data sync period Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 28 of 42 Access and Identity Management AIM User Guide Effective Date 7 1 14 The Copy Current User Access tab allows the POC to view an existing user s access and select one or more applications and roles from that access to add
25. lect an asset from the Available Assets list and click the Add button to add an asset to the ACL group 4 Or select an asset from the Assets list and click the Remove button to remove it from the ACL group Note The asset is automatically added to or removed from the group once the Add Remove buiton is clicked Simply close the window when the update is complete Edit ACL Group 1 To edit an ACL group navigate to the ACL Groups tab 2 Click on an entry in the ACL Groups section to edit the group 3 Click on the pencil icon to change the Description of the ACL Group or adjust the Start Date End Date 4 Click the Update button when finished Note An ACL Group cannot be deleted once it is created If the ACL Group is no longer valid the POC should adjust the End Date of the group The Status of the ACL Group will be set to Inactive once the date has expired Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 36 of 42 QO Lt ke E Se ame ae as Access and Identity Management AIM User Guide Effective Date 7 1 14 Features of User Interface Application Toolbar The application toolbar contains the application or browser based functions Goes to the previous display in browsing history Goes to the next display in browsing history Stops loading the current display Refreshes the display in the current window Filter Toolbar User Access Tab
26. lications read only The Associated Applications section displays a list of the ISO applications that the POC is authorized to provision access to based on contract types Authorized Entity read only The Authorized Entity section displays a list of the organization s entities that are associated with the POC Authorized ACL Group read only The Authorized ACL Group section displays a list of the Access Control List ACL groups that isolate and grant access to a single asset or group of assets Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 8 of 42 CR Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Users The Users Tab provides the ability to view a list of users This is also the screen that the POC will access in order to create a new user The user list is separated into two sections My Users users who belong to the POC s organization and Endorsed Users users from another organization who have been granted access to specific Entities usually an SCID or resources in specific applications Create New User Click the Create New User button to add a new user to the organization Enter the user s name and address information and click the Submit button Create New User First Name Last Name Email Phone Address 1 Address 2 City State
27. lity to filter the following fields using the asterisk wildcard search parameter Entity First Name and Last Name Owner Radha Madrigal Copyright 2013 California ISO Doc ID DJSCMM56APN 32 160 Business Solutions Page 16 of 42 6 ang Access and Identity Management AIM User Guide Effective Date 7 1 14 AIM also provides the ability to filter by Application Certificate Expiration Role Environment and Account Type To identify which users have been endorsed by other organizations click the icon in the column on the far left of the My Users window to show the Endorsed column If a user has been given access to an Entity that belongs to another organization you will see a check mark in the Endorsed Access column next to the line entry for that specific Entity usually an SCID for that application 2 California ISO Access and Identity Management A 2 POC Profile Users Applications Certificate Renewal Access Request Gage Reset jag el My Users Endorsed Users Applications ST REN First Certificate g t o Asse Endorsed lt lt Application 4 gt gt Jame Last Name camellias gt gt Role 2 Environment Entity anc pump ZER ADS AIM Training User 10 31 2014 EXTERNAL READ ONLY STAGE CEO ADS AIM Training User 10 31 2014 EXTERNAL READ ONLY STAGE CEO cy v Entity Assets ASSETS The Entity Assets window displays the list of Assets resources that the selected user is able to view for th
28. ly 07 01 2014 07 27 2018 Active TRAINING MAP STAGE EXC_TRAINING_496 Resources 1 amp 2 06 30 2014 07 21 2018 Active Note An ACL Group cannot be deleted once it is created If the ACL Group is no longer valid the POC should adjust the End Date of the group The Status of the ACL Group will be set to Inactive once the date has expired Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6 DUSCMM56APN 32 160 Page 25 of 42 CH California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Access Request The POC will use the Access Request screen to submit new application access requests as well as view the status of submitted requests New Request Click the pencil icon and then the New Row buiton to create an access request a California ISO Access and Identity Management A A 22 Shaping o Reneeed Future POC Profile Users Applications Certificate Renewal Access Request New Request Request History Access Request Request ID Description lated Date x No Data found Select Users Select Applications and Roles Copy Current User Access Available Users Selected Users na na Last Hame Ze First Hame Last Hame First Hame a SW x Mo Data found x No Data found Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 26 of 42
29. n h C l D l E i l i D l alifornia ISO Access and Identity Management go DP Gy Shoping o Renee Fubarg g amp niy sor Le Le e ki POC Profile Users Applications Certificate Renewal ACL Groups Access Request Create New ACL Group Entity Name TRAINING el Environment PROD Description Resources ASB start Date o7 25 2014 End Date 07 31 2020 Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 21 of 42 E e e l Access and Identity Management AIM User Guide Effective Date 7 1 14 Add Assets to an ACL Group Click the Edit button to add assets to the ACL group California ISO Access and Identity Management 222 Access Request POC Profile Users Applications Certificate Renewal ACL Groups ACL Groups Assets RT x Description Start Date End Dg Name Type Date Date ne gt gt gt gt X No Data found ACL yK Group Entity Name Environment Group Name Id 07 01 2014 07 31 2014 TRAINING PROD EXC_TRAINING_509 Resource 5 07 31 2018 07 01 2014 Resource 4 EXC_TRAINING_508 PROD TRAINING TRAINING PROD EXC_TRAINING_504 Resource 3 only 07 01 2014 07 27 2018 Active TRAINING MAP STAGE EXC_TRAINING_496 Resources1 amp 2 06 30 2014 07 21 2018 Active Note The Group Name entry is automatically generated by AIM when the ACL group is created Select an asset from the Available Assets list and click th
30. nd i Name Type Date Date oe aa Data found Note The asset is automatically removed from the group once the Remove button is clicked Simply close the window when all assets have been removed Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6 DUSCMM56APN 32 160 Page 23 of 42 E e e l Access and Identity Management AIM User Guide Effective Date 7 1 14 View ACL Group Click on an entry in the ACL Groups section to view the list of asset s associated with that group California ISO Access and Identity Management A A 6 222 POC Profile Users Applications Certificate Renewal at Groups Access Request E Active ER Apply ACL Groups Assets T Si x ACL w gt Asset amp Asset Start End gt gt gt b gt gt Group Entity Name Environment Group Name Description Start Date End Date Status Name Type Date Date No Data found Resource 5 07 01 2014 07 31 2014 ERC TRAINING 509 TRAINING 07 31 2018 07 01 2014 Resource 4 PROD EXC_TRAINING_508 TRAINING TRAINING PROD EXC_TRAINING_504 Resource 3 only 07 01 2014 07 27 2018 Active TRAINING MAP STAGE EXC_TRAINING_496 Resources 1 amp 2 06 30 2014 07 21 2018 Active Edit ACL Group Click on an entry in the ACL Groups section to edit the group Click on the pencil icon to change the Description of the ACL Group or adjust the Start Date End Date Click the Update button when
31. ng purposes During periods of ISO testing these users may be listed as belonging to your organization PLEASE DO NOT EDIT OR DELETE THESE USERS as they are critical to the ISO s internal testing of the AIM application When the test cycle is complete these users will no longer appear as belonging to your organization Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6DJSCMM56APN 32 160 Page 11 of 42 6 f Access and Identity Management AIM User Guide Effective Date 7 1 14 User Profile PROFILE The User Profile window contains the personal contact and certificate information for the selected user This is the screen that the POC will access in order to revoke all access from a specific user xatraininguser1140072 Le User N UR Apply User Profile User Certificates ra xatraininguser1 140072 Common Hame Serial Humber Valid From Valid To pert Ger Status Action ees AIM TrainingUsert mm mm 410 312014 Active REVOKE Last Name Training User Organization Training Organization Email traininguserl caiso com Phone Number 916 567 891 D Address 1 250 Outcropping Way Address 2 City Folsom State CA PostalCode 95630 Country UNITED STATES Status Active Click on the pencil icon to update email phone number or address information for the user The First Name Last Name and Organization fields cannot be changed by the POC If these items need to be updated contact your clie
32. ning Organization Active 131 2014 EXTERNALS Training User AIM xatraminguse 140073 THp com Tamning Ongancation Active TW31 2014 EXTERNALS Training User3 AIM xatramninguse sd 140074 TNoe pcatsco com Training Cyoamtzatvan Active TW31 2014 EXTERNALS Training Userd AIM xatranmnguser4 140075 TNigoicatso com Training Ongancation Active 104 A1 2014 EXTERNALS After reviewing the print preview click the Print button and the standard print window will display Choose a printer from the list and modify the printing preferences as appropriate e g portrait or landscape and print the document Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 42 of 42
33. nt representative or send an e mail to POCrequesis caiso com Note The email address is particularly important as this is the email address that will be used when the user s certificate needs to be renewed If an email address is changed in the user profile this change will not be reflected in other portions of AIM until the data is updated during the next data sync period usually within 12 24 hours The User Certificates panel displays the user s certificate history The active certificate is at the top of the list There may also be additional inactive certificates shown from previous years Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 12 of 42 E e Access and Identity Management AIM User Guide Effective Date 7 1 14 Current User Access ACCESS The Current User Access window displays a list of all applications and Entities the selected user has access to This window also provides access to the Entity Assets window for the Assets that belong to the POC s organization xatraininguser1140072 URC ech Apply Current User Access TEs 1 353083 kV D a b gt Application gt gt Role amp Environment Entity tl C r E c ASSETS ADS EXTERNAL READ ONLY STAGE LO Eg ADS EXTERNAL READ ONLY STAGE CO a ADS EXTERNAL READ ONLY STAGE CSO Bei ADS EXTERNAL READ ONLY STAGE cio e ADS EXTERNAL READ ONLY MAP STAGE CO a ADS EXTERNAL READ ONLY MAP STAGE LO
34. omer Service representative or the SO Help Desk at HelpDeski caiso com 916 351 2309 or 888 889 0450 Sincerely CAISO Team Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 20 of 42 y N i a Californi a SO Technology ISO Version Access and Identity Management AIM User Guide Effective Date 7 1 14 ACL Groups An Access Control List ACL defines the access rights each user has to particular assets The ACL Groups screen provides the POC with the ability to create new ACL groups to isolate and grant access to a single asset or group of assets New ACL Group Click the Create ACL Group button to create an ACL group California ISO Access and Identity Management A A 222 POC Profile Users Applications Certificate Renewal ACL Groups Access Request O eE Create ACL Group ACL Groups Assets T Entity Name Environment Group Name Description Start Date End Date Status gt gt gt gt st Asset Name 4 en SCH SCH gt gt a TRAINING PROD EXC_TRAINING_514 Resource 12 amp 13 07 10 2014 07 30 2016 Active Exit TRAINING PROD EXC_TRAINING_513 Resource 18 07 10 2014 07 30 2016 Active Exit TRAINING PROD EXC_TRAINING_509 Resource 5x 07 01 2014 07 31 2014 Active Eait Select the Entity Name Environment and enter a Description for the ACL group Select a Start Date and an End Date for the ACL group and click the Submit butto
35. on message will appear that states Are you sure you want to revoke the user certificate and remove all application access for this user This action cannot be undone Click OK to revoke the user s certificate Once the OK buiton is clicked the certificate will be revoked and all application access will be removed This change will be reflected in AIM after the next data sync period usually within 12 24 hours O gi Note If a user s certificate is revoked by mistake the POC must create a new user and reprovision all access for that user as there is no undo functionality for this action in AIM Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 34 of 42 QO Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Renew a Certificate 1 To renew a certificate navigate to the Certificate Renewal tab 2 The Certificate Renewal tab will display the My Users With Expiring Certificates list This list will show all users whose certificates are expiring within 90 days or less Note If the certificate expiration date is further into the future the user will not appear on this list 3 Click the Renew button on an individual line item Another option is to use the Shift click or Ctrl click functionality to select multiple users simultaneously After selecting mul
36. or User Manual Access Request Preview 7 Last Hame First Hame Action Environment Application Role Entity Training User10 AM ADD MAP TEST CMRI EXTERNAL READ ONLY TRAINING Training User10 AM ADD STAGE CRTMGT EXTERNAL READ ONLY TRAINING Training User amp AM ADD MAP STAGE CMRI EXTERNAL READ ONLY TRAINING Training User amp AM ADD MAP TEST CMRI EXTERNAL READ ONLY TRAINING Training User AM ADD STAGE CRTMGT EXTERNAL READ ONLY TRAINING Training User AM ADD MAP STAGE CMRI EXTERNAL READ ONLY TRAINING Training User AM ADD MAP TEST CMRI EXTERNAL READ ONLY TRAINING Training User AM ADD STAGE CRIMGT EXTERNAL READ ONLY TRAINING Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6 DUSCMM56APN 32 160 Page 30 of 42 Trae CZ California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Request History Click the Request History link to view a list of submitted requests S California ISO Access and Identity Management gt Shoping o Rengeed Future POC Profile Users Ge Certificate Renewal Access Request Access Request x Request ID Description Updated By Updated Date x No Data found Select Users Select Applications and Roles Copy Current User Access Available Users Selected Users x x Last Hame Ze First Hame ZZ yb gt Last Hame Ze First Hame ZZ a SW x No Data found x No Data foun
37. play 100 users per page There are a number of filtering options which provide the ability to view a subset of users AIM provides the ability to filter the following fields using the asterisk wildcard search parameter User ID First Name Last Name and Email AIM also provides the ability to filter by Certificate Expiration e g all certificates expiring in less than 60 days Status Active Inactive and Account Type External External System An External account type is a human user while an External System account type is an integration certificate or machine certificate It is important to always use the asterisk at the end of each search to ensure that you retrieve all current access for that user Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 14 of 42 gt ebe Access and Identity Management AIM User Guide Effective Date 7 1 14 Current Endorsed User Access ENDORSED ACCESS Click the button in the ENDORSED ACCESS column to view the Current Endorsed User Access window This window displays a list of all applications the endorsed user has access to This window also provides access to the Entity Assets window for the Assets that belong to the POC s organization xatrainingusers14007r4 AlM Training User3 Current Endorsed User Access gt gt Application gt gt Role Environment Entity Asset Hame Asset Type ADS PIRP SLIC ADS PIRP SLIC
38. r Alh rkmadrigai caiso com 03 16 2074 i CT Renew Let Expire Training User GM rkmadrigal caiso com 0316 2014 ri cr Renew Let Expire Note Certificates cannot be renewed more than 90 days in advance If the user s certificate expiration date is more than 90 days in the future they will not show up on this list Click the Renew or Let Expire button on an individual line item Another option is to use the Shift click or Ctrl click functionality to select multiple users simultaneously After selecting multiple users click the Renew Selections or Let Selections Expire button to apply it to all items selected Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 19 of 42 gt California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 The POC will receive an email each week that contains a list of all users whose certificates are set to expire within 90 days or less The email message will be in the following format From AlMAdmin caiso com mailto AIMAdmin caiso com Sent Monday December 09 2013 1 33 AM To AIMAdmin Cc AIMAdmin Subject ACTION Required Expiring California ISO CMA Digital Certificates STAGE Below is a list of users that have California ISO Multiple Application CMA digital certificates issued in their name These CMA digital certificates must
39. rint All Rows e FEREARE Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6DJSCMM56APN 32 160 Page 41 of 42 CR Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 The Print Wizard can be customized using the following options e Enable Grid Print If a display contains multiple grids the user can select specific grids to export e Display Name The user can modify the name of a column that will appear on the printed document e Column Visibility The user can select which columns to include on the printed document e Enable Wrapping The user can choose to enable or diable text wrapping for a column e Custom Column Width The user can choose to modify the width of a specific column e Rows to Print The user can choose to print All Rows or just the Original Page After the user has selected the print parameters click the Print button AIM will generate a print preview as shown below Note The column names do not appear in the print preview window However the column names will appear on the hard copy of the document AIM User Access XATRAININGPOC 4071 22 2013 14 34 POT Grid 1 Users Page 1 of 1 Training POO AIM xatrainingpocl40071 TNigaGhcaiso com Training Organization Active 10 31 2014 EXTERNALS Training Useri AIM xatramimngusenl 140072 TNeesk c atzo cam Trai
40. s of an ACCESS Heouest cesses eeeseeeeseeeeessaeeessaeeesaeeeeees 34 FC VOWS e 34 Krier de 35 Let a Certificate Expire cccccccccccccccsececseeeeeeeeeeseeeeeceeeeeseeeeeseueeeseeeessaeeesseeesseeesaeees 35 PGP LN OUD ME 36 Add Remove Assets from an ACL Group 36 IT POU D 36 Features of User INTCH AC E 37 Application Toolbar cccccecccceececeeeeceeeeceeeeceeeeseeeeseueeseueesaueeseuseseueeseueeseueeseeeeseeeenaes 37 Filter Toolbar User Access TaD sxcecsciescsccdecndepadenndserdsendeldedsinudscudsendexedeeadseeteendsexdsxndee 37 Filter Toolbar Applications Tab 38 RESUS VYING OW eeri sectuzesechdee Gectdecsaetencesecbunessnewuecessceueesseciucastecnenaseea 38 Results Window Multiple Pages ccccccccccsssccseeeseeeseeeeeeeseeeseueeaeeeseeeseueeneeeseeesaes 38 Mupi SO CANA SS OUTING Gerace er scweentescacnenscteneesaucenceencaencreacsexcesacteacesccseneceaseeeeesaecasess 39 EDON MONU perre EER E EE EEEE EE EAE EEE EEEE 40 EXPO WIZI seirerinerenpri nin ipren EE EREE RE EAEE EA EAER AEA EAE NEREA EPERRA EE ERENER EEEN NEREAREN EE EREEREER ENER 40 PANEMON E 41 FMAM E e AEE E seen E esac aie sesso eee A eset AAE AN 41 Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 4 of 42 CR ke eu Se SEENEN Access and Identity Management AIM User Guide Effective Date 7 1 14 Introduction The Access and Identity Management AIM application has b
41. te the individual became an AIM registered POC End Date This is the projected end date of the POC term This will typically be an arbitrary date far into the future Contact Information read write The Contact Information section contains the personal contact information for the POC Click on the pencil icon to update email phone number or address information The First Name Last Name and Organization fields cannot be changed by the POC If these items need to be updated contact your client representative or send an e mail to POCrequesis caiso com Organization read write The address listed in the Organization section is for the home office of the organization This may be a different address than what is listed for the POC Contact Info Click on the pencil icon to update the organization s address The Name cannot be changed by the POC as this is the organization s legal name If the organization name needs to be updated contact your client representative or send an e mail to POCrequesis caiso com Authorized Contracts read only The Authorized Contracts section displays a list of the contract types that are associated with the POC Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 7 of 42 CR Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Associated App
42. tiple users click the Renew Selections button to apply it to all items selected Let a Certificate Expire 1 To let a certificate expire navigate to the Certificate Renewal tab 2 The Certificate Renewal tab will display the My Users With Expiring Certificates list This list will show all users whose certificates are expiring within 90 days or less Note If the certificate expiration date is further into the future the user will not appear on this list 3 Click the Let Expire button on an individual line item Another option is to use the Shift click or Ctrl click functionality to select multiple users simultaneously After selecting multiple users click the Let Selections Expire button to apply it to all items selected Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 35 of 42 S California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Add ACL Group 1 To add an ACL group navigate to the ACL Groups tab 2 Click the Create ACL Group button to add a new group 3 Select the Entity Name Environment and enter a Description 4 Select a Start Date and an End Date and click the Submit button Add Remove Assets from an ACL Group 1 To add or remove an asset from an ACL Group navigate to the ACL Groups tab 2 Click the Edit button next to the ACL group 3 Se
43. to the request oo e CZ California ISO Access and Identity Management A A 2 sj POC Profile Users Applications Certificate Renewal Access Request New Request Request History Access Request OY Request ID Description Updated By Updated Date Select Users Select Applications and Roles Copy Current User Access Current Users Current User Access AIM Training User Selected Applicati ST x Last Name bs First Hame a gt gt Application gt gt Role Entity Environment Training POC AIM CMRI EXTERNAL READ ONLY STAGE Training User10 AIM CMRI EXTERNAL READ ONLY MAP TEST Ada Training User2 AIM CMRI EXTERNAL READ ONLY TEST Training User3 AIM MFRD EXTERNAL READ ONLY STAGE Remove Training UserS AIM Training User Training User7 Training Users Training User9 Click the Preview button to review the access request California ISO Access and Identity Management A A 222 Shoping o Renewed Future POC Profile Users Applications Certificate Renewal Access Request New Request Request History Access Request at Request ID Description Updated By Updated Date Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID 6 DUSCMM56APN 32 160 Page 29 of 42 Access and Identity Management AIM User Guide Effective Date 7 1 14 After reviewing the request click the Submit button to complete the request Testing f
44. ts for CISO CISO1 CISO2 etc Results Window Restore sort to default setting removes user created multiple column sorting which is described in detail on the following page T The Inline Filter works as a toggle Click the icon to filter data based on the content of a particular column Press Enter after entering the filter criteria Note Wildcard symbols can be used in this column but they are not necessary For example searching for POC or POC will provide the same results NO EN Exporting to Excel Word CSV Printing Note The Print Menu is accessible from the Current User Access Current Endorsed User Access and Entity Assets pages Results Window Multiple Pages WA ii 200 of 25 PH Ee M Navigate to the first page of data q Navigate to the previous page of data Navigate to the next page of data Navigate to the last page of data Go to specific line item entered in search box Owner Radha Madrigal Business Solutions Copyright 2013 California ISO Doc ID DUSCMM56APN 32 160 Page 38 of 42 CZ California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 Multiple Column Sorting Clicking on a column in the results window enables the user to sort the data in ascending or descending order Here is an example of how to use multiple sorting e Click a column header The data is sorted in ascending
45. uthorized Entity Entity A Type Owner Radha Madrigal Application Application Name ADS Automated Dispatch System EXTERNAL READ WRITE eseese E DEE ane col Customer inquiry Dispute and Information EXTERNAL SOS READ WRITE versus ae EE assesses GEES apergge aprgegeggeg aen Gees mme secresoeeseesesocoseens rong Gg oe ER 5O Retab ty Requeements EXTERNAL READ WRITE assisas d NENT ee WFRD Master Fie MFRD EXTERNAL READ ONLY sser r woreee hue eae Authorized ACL Group TRAINING ST ACL Group Name Description Environment CAC TRAINING 495 EXC_TRAINING 504 Start Date End Date OG 0v2014 TAO SW WW Map STAGE dck 0721 2018 Resources 142 Resource 3 oniy PROD Business Solutions Copyright 2013 California ISO Doc ID DJSCMM56APN 32 160 Page 6 of 42 QO Lt Gy California ISO Technology ISO Version Shaping a Renewed Future Access and Identity Management AIM User Guide Effective Date 7 1 14 POC Status read write POC ID This is an internal reference number within AIM Account No This is an internal reference number within AIM Primary POC This indicates whether or not the POC is listed as the primary contact for the organization There is no functional differentiation between the primary and secondary POC s within AIM Weekly Expiry Email Click the pencil icon to change this field to No in order to opt out of the weekly certificate expiry email messages Start Date The da

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