Data Pipeline - Dataset Administration User Manual.docx
Contents
1. Important Do not check the box if you are setting up a general user Only User Managers and LAMs are allowed access to the Access Management system Step 5 TP Create User To set up a user as a LAM fill In all the required fields You may create a new user from this page which are marked by red asterisks and check the LAM Indicates Required Field check box uei sf Password Confirm Password Im po rtant Last Name User Locked The User ID is always the user s official school Status Phone Number Le ennaiadares Organization ea User Disabled Title The phone number field is optional however CDE recommends you fill in this field Create User You may create a new user from this page Step 6 To select the Organization LEA click on the magnifying glass A pop up window will open Indicates Required Field UserID First Name Middle Name Last Name IRubble Statu C O eA User Disabled fa User Locked E 13 COO seus meno Step 7 Click the Go button Your Organization LEA name will now be displayed You will only see the LEA that has been assigned to you Click on the radio button Click the Select button The window will close and you will see that the Organization field has been automatically filled in Step 8 Create a password Please follow CDE s Password Policy please see page 9 The password you create is temporary the LAM will change his her password the first2. Colorado Department of Education Identity Management The following training modules are available to assist the local school districts with the Identity Management implementation Module 1 Overview 2 05 dise aon Module 2 Registering the User Manager 3 55 Record Integration Tracking Module 3 Setting up Local Access Managers 5 10 E Module 4 Creating Users 4 42 Educator ldentification j Module 5 Deactivating Users 2 00 System EDI S Web System Module 5 Dieactivating Users 7 00 Data Pipeline Transportation CDE 40 ESSU IEP Interchange Facility Schools Student Data System Frequently Asked Questions Quick Reference Guide Family Educational Rights and Privacy Act FERPA Request for Assistance po 8 COLORADO P DEFARETMENT of EE ATICYN Step 3 Complete the User Self Registration web form You must fill in all the required fields which are marked by User Self Registration You can create a requestto register as a user from this page red asterisks Indicates Required Field User Information Importa nt User ID a The User ID is your official school email First Name Middle Name address Last Name Please be sure to enter a password that Password conforms to the password requirements TU Organization Name Please select your On v be OW Requestor Telephone E Search for your Organization Name LEA by united pulling down the drop down menu oon
3. Please see the informational steps below for b amp c The CDE Identity Management system requires the b Password Requirements following Password Policy CDE established a password policy to make sure users have a secure strong password that is less susceptible S to someone guessing it The system will not let you set Minimum Number of Uppercase Characters up a password that does not adhere to the CDE Minimum Number of Lowercase Characters __ password policy Minimum Number of Non Alphanumeric Special Characters Example special characters include 7 Minimum Mumber of Numeric Characters c Organization Name Organization Name is your LEA name CDE will notify you if you mistakenly choose an incorrect organization name IMUIR tf ur NORTH PAR M YDTHE ACT E HH in Security Check Ste 4 Please type both words separated by a space The Security Before you can submit your request you must The text is case sensitive including upper and lower case letters Paoa i i Au perform a Security Check by re typing the security punta Select the refresh button to have a new graphic displayed word displayed on the page Digitize Boot E By entering tt particularly iterature thal Then click the Submit Request button Provide an A An audio opti particularly getteess Privacy amp Terms word challen Se 9 Coe sewe Ste 5 Self Registration Request Received After submitting your request
4. MideName Last Name Granite User Locked Status MOUNTAIN VIEW SCHOO Phone Number 303 333 5555 Important Organization Clear Local Access Manager LAM Ensure you have NOT checked the Local Access Mum Title 7 Manager check box Greate User Cancel 21 Coe we ss Step 10 This brings you to the User Detail page This page provides information about the user Note the Local Access Manager check box is NOT checked Step 11 Note the line You can view additional details about this user To assign a user into their appropriate Group Membership pull down the menu bar and select Group Membership Z You can ignore the other two choices When you select Group Membership you come to the Group Membership page Note the list of groups highlighted in the screenshot these are administrative groups that are automatically generated by CDE CARTI CECH SERRE COLLES Cary Ir n Cryanitabian BA VE TT 1238 ta Puai Disia Chasse Fano ed You can view additional details about this user User Detail S ormation about the user User ID First Name Cary Middle Name Last Name Granite Status Active MOUNTAIN VIEW SCHOOL DISTRICT 1230 Disable Uniock Delete Change Password Organization User Detail gt gt Group Membership Currently member of groups UserID GRANITE C CDE STATE CO US First Name Cary Last Name Granite Resul
5. permission Forbidden You don t have peruusaen te access fara SOV on thes server Oracle Arplication Server 109 101 3 1 0 Oracle HTTP Server server at cdeappe cde state co us Port 443 Login error OIDSYO001 You are not authorized to use this application Contact administrator and provide message OIDSYO0001 37 Suggested Actions Click the Go button The organization will appear in the selection list Advise the user to close their browser window and try again If that doesn t help a user should try clearing their cache If this does not work contact the CDE Help Desk helpdesk cde state co us for assistance This error indicates the appropriate groups have not been assigned to a user s account This is why a user may not able to access Data Pipeline The District LAM may need to assign the following roles to the user account e district name PIPELINE xxxx STD LEAUSER Submit amp Modify role district name PIPELINE xxxx OCT LEAAPPROVER Approver role COLORADO DE PAE TSE ST m TICS Application Data Pipeline All CDE applications Issue Error Message Login error OIDAR0030 You are not authorized to use this application Contact administrator and provide message OIDAROOSO Page Not Found Diagnose Connection Problems More information 38 Suggested Action This error indicates a problem with the group configuration Even after a District LAM unassigns a group
6. presents you with two choices 1 Create a user 2 Manager a user Click on Manage Step 5 In this example we are searching for a user ID for a User we would like to deactivate There may be hundreds or thousands of users in your user list it s a good idea to use the Filter and Wildcard functions After you set up your filters click on Search Users button and you will receive a refined list Step 6 After you set up your filters click on Search Users button and you will receive a refined list Click on the users name this will take you to the User Detail page Users e Create e Manage Help AN User ID First Name Middle Name Last Name Email Address Group Provisioned Resource Organization First Name Last Name Status FLINTSTONE F CDE STATE CO US Fred Flintstone Active GRANITE C CDE STATE CO US Cary Granite Active RUBBLE B CDE STATE CO US Betty Rubble Active Search User Clear Enable FirstName LastName Status P FLINTSTONE F CDE STATE CO US Fred Flintstone Active m GRANITE C CDE STATE CO Cary Granite Active is m RUBBLE B CDE STATE COUS Betty Rubble Active COS COLORADO DE PAE TSE ST Step 7 NEM Click on the Disable button You can view additional details about this user User ID GRANITE C amp CDE STATE CO LIS First Name Cary Middle Name Last Name Granite Status Active Organization MOUNTAIN VIEW SCHOOL DISTRICT_1230 Edit o Delete Change Password LL AAA
7. time they log onto the Access Management system Step 9 When you are finished completing all the fields click on the Create User button HTAIN VIE SCHOOL DISTRICT 13230 Close Last Name Status Organization User Disabled User Locked Password Confirm Password Payee enim Pas qw d Pier Morbi Lor rris Marie LAM lia COLORADO DE PAE TSE ST D TICS Step 10 This brings you to the User Detail page This page provides summary information about the user Note the Local Access Manager check box is checked This is also where the LAM manages the user s account and password Step 11 The User Manager must send a personal email providing the LAM their user details The Access Management system does not send an automatic email to the LAMs and or users Important For security reasons it is strongly recommended to send two emails The first email with the User ID and the second email containing the password User Detail This is information about the user You can view additional details about this user Select User ID First Name Middle Name Last Name Status Organization RUBBLE B QCDE STATE CO U User Disabled Betty User Locked Phone Number 303 444 5555 Rubble Local Access Manager LAM Active Title MOUNTAIN VIEW SCHOOL DISTRICT 1230 Disable Delete Change Password 15 Dear Betty Your Local Access Manager account has been created You
8. uUA A aDO Management gt The next screen click on Confirm Disable T Confirm Disable Important The user still appears in your list of users but the User ID J user s status will be marked Disabled and will not EERE ERTE CHEN HE have access to any CDE applications or systems GRANITE C CDE STATE CO US Granite RUBBLE B CDE STATE CO LIS Rubble Active LastName X Status Enable You can view additional details about this user 5elec A User Manager or LAM can always reactivate that User ID sc aerial lade First Name Cary user by clicking on the Enable button via the User Middle Name Detail page Last Name Granite Status Disabled Organization MOUNTAIN VIEW SCHOOL DISTRICT 1230 Delete Change Password 33 COC sss Currently deleting a user is NOT an option You will receive a message that you do not have permission to perform this operation You do not have permissions to perform this operation Only the CDE IdM team can delete a user however if CDE deletes your user you will still see that user in your user list and you will not be able to edit the user s details To remove the deleted user from your list you need to send a request to CDE IdM team m It s best practice to only Disable users which will retain their user details of COR ww Troubleshooting CDE Applications Issues CDE Contact Email and Requesting Assistance CDE IdM Contact Information The I
9. up a general user fill in all the required fields LastName Granite User Locked Status Phone Number which are marked by red Organization W Clear Local Access Manager LAM User Disabled Title Important e Do NOT check the Local Access Manager check Create User Cancel The phone number field is optional however CDE recommends you fill in these field Create User Step 6 You may create a new user trom this page To select the Organization LEA click on the re aee ieee magnifying glass A pop up window will open User ID i FirstName pay Middle Mame Last Name i5ranite Status Organization ser Disabled Liser Locked 20 COR seue Step 7 Click the Go button Click on the radio button Click the Select button perm The window will close and you will see that the Select ne value to use in tha field Organization field has been automatically filled in Step 8 Create a password Please follow CDE s Password Confirm Password eeweewwwe Important The password you create is temporary the User will have to change his her password the first time they log onto the Access Management system Step 9 Create User M You may create a new user from this page When you are finished completing all the fields click lt a on the Create User button User ID Granite_C cde state cd First Name Cary Confirm Password eeeeeseeee
10. 5 cms 16 COLORADO IW FAETSIE NT of ETE ATIC Step 4 CDE Home gt CDE Identity Management gt Forgotten Password gt Click Back Your Password has been changed Back q This will bring you back to the login screen Enter your Colorado Department of Education Single Sign On new password Username Rubble_B cde state co us Click the Login button Password ececccces The new LAM now has access to set up additional v Usere Welcome T LAMs and general users Create 4p e Manage Help Quick Status 17 COLORADO IW FAETSIE NT of ETE ATIC Setting up Users Single Sign On SSO When a LAM sets up a user via the Access Management system they are creating a Single Sign On SSO account meaning the User only has to sign on once allowing the user to easily switch between applications without having to login in multiple times to access different applications CDE Group Mappings When setting up users the LAM must assign the user to the correct Group Membership that provides them the correct access and permissions for an application Vi wiv TN Default CDE Application IdM Groups Role Collection AllUsrs Giventoall users automatically CDE External Given to all users automatically CDE Application IdM Groups Role Collection CEDAR Colorado Educational Data Analysis amp Reporting System GM Colorado Growth Model casan Colorado Adult Education System for Accountabi
11. IdM User Guide COLORADO DEPARTMENT of EDUCATION Identity Management User Guide User Managers and Local Access Managers Document Control Information Document information Document Name Identity Management User Guide Project Name Identity Management Training Client Colorado Department of Education CDE Document Author Lisa Keegan Document Version 2 0 Document Status Approved Final Date Released 04 Sep 2013 File Name Identity Management User Guider docx Document review approval history CDE 04 Sep 2013 Corey Kispert 04 Sep 2013 Scott Lee CDE 04 Sep 2013 Dennis St Hilaire CDE Distribution of final document The following people are designated recipients of the final version of this document Dan Domagala CDE CIO Marcia Bohannon CDE Deputy CIO Corey Kispert CDE IMS Security Officer Scott Lee CDE Program Manager 2 COLORADO DEFAETHIENT af CAT Table of Contents About this User Guide Acronym Table Identity Management Overview CDE Identity Management Roles CDE IdM System User Hierarchy Registering the User Manager Setting Up Local Access Managers Logging in as a Local Access Manager Setting up Users Single Sign On SSO CDE Group Mappings Setting up Users and assigning Group Membership Managing and Deactivating Users Using Search Filters and Wildcard search syntax Deactivating Users Troubleshooting CDE Applications Issues CDE Contact Email and Requesting Assistance CDE App
12. SEE Name Requestor Telephone Service Request Security Check Please type both words separated by a space The text is case sensitive including upper and lower case letters Select the refresh button to have s new graphic displayed YEA KJ and Privacy amp Terms n iz The Security Check allows us to Ensure Security from Bots Automated programs known as Bots cannot read distorted text as well as humans The Security Check helps prevent automated programs from using this registration page Digitize Books One Word at a Time By entering the words in the box you sre also helping to digitize books from the Internet Archive and preserve literature that was written before the computer age Provide an Audio Option for Visually Impaired Customers An audio option allows visually impaired customers to hear a set of 8 digits that can be entered instead of the word challenge You will also find a helpful Frequently Asked Questions link on this page too 35 COLORADO DEPARTMENT of EDUCATICPN CDE Application Issues This section provides the Local Access Manager some known CDE Application issues and troubleshooting techniques Application Issue Error Message CDE Single Sign On A User Manager LAM or user has forgotten their password Colorado Department of Education Identity Management Access Management or ther CDE Applicati You have not been granted access to this CDE other pplica
13. Unit Executive Director creates a Local Access Manager account to help them manage the IdM system for general users The first LAM in any LEA must be set up by the User Manager then the LAM can set up other LAMs and together they can register users to access the CDE applications omaller districts might have 1 2 Superintendents LAMs whereas larger LEAs may Executive Director wish to set up a LAM per CDE application to manage users per application LAM LAM LAM LAM Once the User Manager receives confirmation from CDE they can set up a Local Access Manager by following the steps below Watch the Setting up Local Access Managers training Click the link below to watch the video Setting up Local Access Managers 5 19 minutes Step 1 Click on the URL to access the Identity Management https cdeapps cde state co us index html home page wit It s a good idea to bookmark this page Step 2 On the menu bar to the left click on the Access Frequently Asked Questions Management button Family Educational Rights and Privacy Act FERPA BOCES Agreement Forgot My Password Access Management Fxecutive Director Registration Acceptable Use Policy 11 COLORADO DEPARTS NT of ETE ATICYS Step 3 If this is the first time the User Manager logs onto the Colorado Department of Education Single Sign On Access Management system they will be asked to uses change their password Flintstone F amp cde state
14. Username Rubble_B cde state co us Password N forgot my password Improving Acodermc Achevement Welcome To The CDE Identity Manager Administrative And User Console Quick Status 26 COLORADO DEPARTMENT of EMM ATICEN Step 4 On the left hand is a link for Users Dura Users Clicking on Users presents you with two choices A 1 Create a user e Create 2 Manage a user e Manage Hel Click on Manage ata N Step 5 From the drop down menu choose to filter by User ID Manage User Type in search criteria to search for users User ID First Name Middle Name Last Name Email Address Group Provisioned Resource Organization Manat jer User ID Manage User In this example we will use the wildcard syntax Type in search criteria to search for users pipeline User ID pipeline Remember the wildcard syntax always uses asterisks XXXXXXX Click the Search User button Emplayee Type Status 27 COC seo wono Step 5 The users with pipeline in their user ID will appear in jesus 1 1 of 1 Fires i Previous ext Lasi the user list ec A Laat Hame Click on the user ID this will bring you to the User Detail page User Detail From the view additional details drop down menu nc NE click on Group Membership You can view additional details about this user Select User ID TEST PIPEResource Profile Group Membershi First Name Proxy Details Middle Name Last Name Pipeline Sta
15. a user may still get this error The District LAM or User needs to email helpdesk cde state co us For Data Pipeline IP Addresses are restricted to Colorado only Check the user s location Contact the CDE Help Desk helpdesk cde state co us for assistance and please provide your IP address at the same time COLORADO DE PAE TSE ST EDGE ATIC
16. ar Cary automatic email to the LAMs and OF ee Your CDE Single Sign On account has been created You may now access the CDE applications you have requested Important For security reasons it is strongly recommended to send two emails The first email with the User ID and the second email containing the password Your User ID is Granite_C cde state co us For security reasons you will receive your temporary password in a separate email Please contact me if you have any questions 25 COLORADO DE FAETME SST of EER AT Managing and Deactivating Users Using Search Filters and Wildcard search syntax There are several filters for a User Manager or LAM to search for users or groups Using the wildcard syntax will help you in your search Step 1 Click on the URL to access the Identity Management home page rr a It s a good idea to bookmark this page Step 2 On the menu bar to the left click on the Access Management button Step 3 Log in using the user ID and password Click Login A successful login will bring you to Welcome to CDE Identity Management page https cdeapps cde state co us index html Frequently Asked Questions Quick Reference Guide Family Educational Rights and Privacy Act FERPA Request for Assistance BOCES Agreement Forgot My Password Access Management Executive Director Registration Acceptable Use Policy Colorado Department of Education Single Sign On
17. ation A user only has to sign on once to access all of the CDE applications that the user is approved for This is referred to as Single Sign On SSO LEAs have assigned roles to create and administer users and access privileges to CDE s applications listed to the right through CDE s IdM system Note the CDE application list will increase as new applications are added CDE Identity Management Applications To Login click on one of the links Colorado Education Data Analysis amp Reporting System CEDAR Colorado Growth Model Colorado Adult Education System for Accountability and Reporting CAESAR Statewide Standard Course Codes System SSCC Grant Payment System GPS IDEA Budget and Expenditures System Facility Schools Student Data System Record Integration Tracking System RITS Web System Educator Identification System EDIS Web System Data Pipeline Transportation CDE 40 ESSU IEP Interchange COLOR AUR DEPARTMENT af E DEW ATICIN CDE Identity Management Roles Local Access Manager LAM A person who creates and manages other Local Access Manager and user accounts and approves denies access to CDE applications CDE IdM System User Hierarchy IdM system uses a three tiered user role model User Managers have the ultimate authority for the district s identity management Typically the User Manager is the Superintendent or an Exe
18. co u Password LILILIILLLI The User Manager logs onto the Access Management system using their new password Login forgot my password My Account A successful login Will bring you to Welcome to CDE ies Welcome To The Oracle Identity Manager Administrative And User Console Quick Status Identity Management page To Do List Help Step 4 On the left hand is a link for Users un Acc lm Welcome To The Oracle Users Clicking on Users presents you with two choices i rae Manage 1 Create a user To Do List 2 Mana ge a user Help Manage Your Account Change Password Click on Users Click on Create to set up a LAM or general user 12 COE sess Create User e 2 You may create a new user from this page Indicates Required Field This will bring you to the Create User page User ID sse 1 First Name x Confirm Password Wh i ti f Midde Name en you create a user you are creating access Tor itis 4 oo Locked someone within your district ES SY MEE 7 To setup a user as a LAM check the check box as m highlighlighted by the red box Checking the box provides a LAM access to the Access Management system and also provides them the Local Access Manager LAM authority to sign up other LAMs as well as general users LAMs issue and manage user details and passwords for other LAMs or users throughout their district
19. cutive Director in a Administrative Unit or BOCES A User Manager must register online and be confirmed by CDE User Managers create the first Local Access Manager account Superintendents Local Access Managers LAMs administer general users throughout Executive Director the LEA providing them access to CDE applications such as CEDAR the Growth Model and or Data Pipeline LAMs are also allowed to create additional LAM accounts for their LEA Some LEAs choose to LAM LAM LAM LAM create a LAM per CDE application A user requests a user ID and password through their LAM in order to obtain access to the CDE applications Teacher Staff Principles Data Analysts Key Points e A User Manager must register online via CDE s Identity Management website and be approved by CDE There can only be one User Manager at a time per LEA e The first LAM must be assigned and created by the User Manager e LAMs can create other LAM accounts to help with user account creation and administration LEAs can choose to create a LAM per CDE application e There is no limit to the number of LAMs or application users in a LEA e A user can find out who is their district LAM by submitting a Request for Assistance form via the IdM website 7 COLORADO DEPARTMENT of EMM ATICEN Registering the User Manager A Superintendent BOCES Administrative Unit or Special EducationExecutive Director must self register with CDE to become a User Manager for their district Self re
20. dentity Management Team email helpdesk 2cde state co us Requesting Assistance All users can request assistance from the Local Access Manager LAM using the Request Assistance web form available on the CDE Identity Management homepage Go to the Identity Management homepage and click on the Request Assistance link on the left side menu below the list of CDE Applications Frequently Asked Questions Quick Reference Guide Family Educational Rights and Privacy Act FERPA Request for Assistance BOCES Agreement Forgot My Password Access Management Executive Director Registration Acceptable Use Policy Frequently Asked Questions Quick Reference Guide Family Educational Rights and Privacy Act FERPA Request for Assistance Forgot My Password Access Management Executive Director Registration Acceptable Use Policy BOCES Agreement When a user clicks on Request for Assistance link they are asked to complete the Assistance Request web form below pictured below After submiitng the Assistance Request web form an email is sent directly to the user s LAMs The LAM should contact the user Assistance Request Form The purpose of this form is to request assistance from the Local Access Managers assigned to your organization If you re not part of a district or a BOCES please choose External Organization for support Email Address First Name Lest Name Organization esi a Gs
21. erate a list of all the available CEDAR groups 23 COC seo wono Important When selecting groups be sure you are selecting the correct group and be careful to note if the group is for a school or for a school district For example MOUNTAIN VIEW SCHOOL GM 1230 0020 MOUNTAIN VIE SCHOOL CEDAR 1230 0020 VS MOUNTAIN VIEN SCHOOL DISTRICT CEDAR 1230 MOUNTAIN VIEW SCHOOL DISTRICT GM 1230 Step 14 To assign a user to a group check the appropriate check box es Click on the Assign Group button LAMIT BACUNTAN WEMA SCHOOL Old 1 23540 MOUNT AIS VDA SCHOOL CEDAR 20 0020 MOUNTAN VEVS SCHOOL DEITISCT EDAR MACHINTAJ VEN SC HORS Ce a Confirmation You will then be asked for confirmation click Confirm Assign button Din vau wantto assign the following groups as members e MOUNTAIN VIE SCHOOL GM 1 230 0020 e MOUNTAIN VIEVW SCHOOL CEDAR 1230 0020 Confirm Assign Cancel 24 COC sss Step 15 You will now see the user s new group assignment in User Detail gt gt Group Membership their User Details Currently member of groups UserID GRANITE C CDE STATE CO US First Name Cary Last Name Granite Results 1 4 of 4 First Previous Ne Group Name Unassign ALL USERS CDE_EXTERNAL r MOUNTAIN VIE SCHOOL GM 1230 0020 E r MOUNTAIN VIE SCHOOL CEDAR 1230 0020 Important The LAM must send a personal email providing the user their user details The Access Management system does not send an De
22. gistration is the process of requesting an Identity Manager account for yourself by using the Identity Manager Administrative Console Watch the Registering the User Manager training Click the link below to watch the video Registering the User Manager 3 05 minutes Click on the URL to access the Identity Management home page https cdeapps cde state co us index html hey q It s a good idea to bookmark this page COE Home COE Identity Managem Step 2 On the menu bar to the left click on the Executive a To Login click on one of the links Director Registration button Colorado Education Data Analysis amp Reporting System Since November 2008 CDE has been working on a new Identity Management CEDAR process that will simplify and streamline the user login process for CDE data Colorado Growth Model systems and enhance security ta student level data The first phase of the praject Colorado Adult Education has involved completing analysis to support a Single Sign on Delegated System for Accountability Administration model This includes drastically reducing the manual effort currently and Reporting CAESAR required by districts and CDE resources to assign user ids and passwords by Statewide Standard Course automating the user registration approval and password reset processes and Codes System S5CC providing districts and administrative units with the ability to maintain users via 8 Delegated Administration model
23. he user to the Staff Group Name Unassign Interchange group ALL USERS CDE EXTERNAL On the User Detail page check the Unassign check TEST GROUP PIPELINE 2395 STF LEAUSER box Click the Unassign button k COR ww Deactivating Users The steps below demonstrate how to deactivate a user that has retired left the district or was terminated It s important to update the user s status as soon as possible Watch the Deactivating Users training Click on the URL to access the Identity Management home page q It s a good idea to bookmark this page Step 2 On the menu bar to the left click on the Access Management button Step 3 Login using your LAM user ID and password A successful login will bring you to Welcome to CDE Identity Management page Click the link below to watch the video Deactivating Users 2 00 minutes https cdeapps cde state co us index html Frequently Asked Questions Quick Reference Guide Family Educational Rights and Privacy Act FERPA Request for Assistance Forgot My Password Access Management Fxecutive Director Registration Acceptable Use Policy Username Rubble_B cde state co u Password NN N forgot my password Improving Academe Achievement Welcome To The CDE Identity Manager Administrative And User Console Quick Status 31 COLOR AUR DEPARTMENT of EISACATICIN Step 4 On the left hand is a link for Users Clicking on Users
24. ing Users 4 42 minutes Click on the URL to access the Identity Management https cdeapps cde state co us index html home page V 3 It s a good idea to bookmark this page Step 2 On the menu bar to the left click on the Access Family Educational Rights and Management button Privacy Act FERPA BOCES Agreement Forgot My Password Access Management Executive Director Registration Acceptable Use Policy Step 3 Login using your LAM user ID and password Username Rubble BGcde state co u Password nmt N forgot my password 1 9 COLORADO DE FAETME SST of EER AT e ohia Welcome To The Oracle Identity Manager Administrative And User Console Users A successful login will bring you to Welcome to CDE Too Let Quick Status Identity Management page j Manage Your Account Change Password Step 4 On the left hand is a link for Users Users i Melcome Clicking on Users presents you with two choices Create p iid 1 Createa user e Manage Quick Status 2 Manage a user Help Click on Users Click on Create to set up a LAM or general user Step 5 This will bring you to the Create User page Create User You may create a new user from this page ed Field When you create a user you are creating access for User ID Granite C Qcde state cq someone within your district Password First Name Confirm Password Middle Name To set
25. l Education Agencies LEAs with a means of administering and maintaining user access to integrated CDE applications IdM also helps ensure adequate protection of student level data that is received collected developed and used by the Colorado Department of Education in compliance with the Family Educational Rights and Privacy Act FERPA The IdM process reduces the manual effort currently required by districts and CDE resources to create user IDs and passwords by automating the user registration approval and password reset processes and providing districts and administrative units with the ability to maintain users CDE Identity Management Home Page https cdeapps cde state co us index html Offices Staff Contacts Colorado gov Improving Academic Achievarern CDE Herr F r Educators For Admanishrabors For Parents amp Sbodents COE Home COE Identity Management CDE Identity Management Applications Te Login click on one of the links Colorado Education Data Analysis amp Reporting System Since November 2008 CDE has been working on a new Identity Management CEDAR process that will simplify and streamline the user login process for CDE data Colorado Department of Education Identity Management Colorado Growth Model systems and enhance security to student level data The first phase of the project Colorado Adult Education has involved completing analysis to support a Single Sign on Delegated Sys
26. lication Issues N N O C1 I Co 11 16 18 18 18 19 26 26 31 35 35 36 COLORADO DE PAE TRE NT About this User Guide This document provides application users step by step instructions how to register set up and assign users in CDE s Access Management system The document also provides links to training videos highlights best practices and includes a troubleshooting section CDE strongly recommends watching the IdM training videos highlighted by the video icon EU Best practices are highlighted by the light bulb icon oe Informational steps are highlighted by the information icon Pay close attention to notes highlighted as Important and any text highlighted in red If you require technical support please email helpdesk 2cde state co us Questions are welcomed Please send your questions to helpdesk cde state co us Thank you cge COLORADO Acronym Table Acronyms TERM Administrative Unit BOCES Boards of Cooperative Educational Services C Colorado Department of Education End of Year Family Educational Rights and Privacy Act Identity Management Local Access Manager Local Education Agency this includes School District Administrative Units and BOCES Special Education Single Sign On DE EOY LAM LEA 5 COLORADO DE FAETME SST of EER AT Identity Management Overview The Colorado Department of Education Identity Management IdM system provides Loca
27. lity and CEASAR h Reporting S tatewide Standard Course Codes GPS Grant Payment System IDEA Budget and Expenditures System Faciltiy Schools Student Data System FEDAPP Consolidated Federal Application RITS RITS Web application EDS E DIS Web application State Equalization Please note this list is subject to change as new applicatios are added V CDE Group Mappings spreadsheet To download this spreadsheet in full click here interchanges STD Studentinterchange STF Staffinterchange ma itl interchange O o SPE SPED IEP Interchange and ESSU IEP Interchange TL Teacherstudentinterchange Dis Diseiplineinterchange Snapshots oc Student october 0 0 SsEY StudentendofYear se SPEED Discipline HRD HRDeembr MsP Math amp Science partnership Year Rounds o DR Directory S O ED EDISBathFileuplod o Periodies S Eoo RCM STF TSL 11th grade assessment FIN DecemberFinane When adding Users into Membership Groups ask the following questions What privileges does the user require e View Only e View and Edit e View Edit Submit e View and Approve 18 COLORADO DE PAE TSE ST DEW ATIC Setting up Users and assigning Group Membership Watch the Creating Users training Click the link below to watch the video i Creat
28. r UserID is Rubble_B cde state co us For security reasons you will receive yourtemporary password in a separate email Please contact me if you have any questions COLOR ATH DE FAETME SST of EER AT Logging in as a Local Access Manager Note only User Managers and LAMs can log onto the Access Management system Step 1 Click on the URL to access the Identity Management https cdeapps cde state co us index html home page wt 4 P It s a good idea to bookmark this page Step 2 On the menu bar to the left click on the Access Family Educational Rights and Management button Privacy Act FERPA BOCES Agreement Forgot My Password Access Management Fxecutive Director Registration Acceptable Use Policy Step 3 Log in using the user ID and password provided by your User Manager Click Login Username Rubble_B cde state co us Password N forgot my password Colorado Department of Education Single Sign On You wi lI be prom pted to cha nge you r passwo rd The password requirements include the following Click Save Password Minimum Length Minimum Number of Uppercase Characters Minimum Number of Lowercase Characters Minimum Number of Non Alphanumeric Special Characters Example special characters include Minimum Number of Numeric Characters Change Password You must set a new Password Old Password eee ee eece Enter new password mm Retype password eccccccce mm i
29. tem for Accountability Administration model This includes drastically reducing the manual effort currently and Reporting CAE SAR required by districts and CDE resources ta assign user ids and passwords by Statewide Standard Course automating the user registration approval and password reset processes and Codes System 55CC Providing districts and administrative units with the ability to maintain users via a Grant Payment 5ystem Delegated Administration model GPS IDEA Budget and The following training modules are available to assist the local school districts with Expenditures System the Identity Management implementation L Data S Schools Student Module 1 Overview 2 08 I ion T T Module 2 Registering the User Manager 3 55 Record Integration Tracking Module 3 Setting up Local Access Managers 5 19 System RITS Web System Module 4 Creating Users 4 42 Educator Identification 2 2 5y EDIS Web System Module 5 Dieactivating Users 2 00 Data Pipeline Transportation CDE 40 ESSU IEP Interchange Frequenty Asked Questions Quick Reference Guide Family Educational Rights and Privacy Act FERPA ArT al commente on ihe ogan ization oc operation Of hie she Please contact the COE kien Manage 2008 Corado Deparment of Education Al ighis reserved Disdaimer Privacy Lasi modiner August 12 2011 Copyright Tite DX Ac A user must have a user ID and password to sign onto a CDE applic
30. tions Application For assistance or to be granted access please contact your District Local Access Manager LAM Use e g Request for Assistance link on the left 36 Suggested Resolution If a user has forgotten their password direct them to click on the forgot my password link on the Single Sign On login page Colorado Department of Education Single Sign On Username Password Login forgot my password eas The user submits their User ID to CDE CDE will send a temporary password via email If you receive this message when logging onto the Access Management system it may be the account was not set up correctly 1 A User Manager should contact the CDE Identity Team cdeldM cde state co us A LAM should first contact their User Manager or the LAM who created their their account A user should contact their LAM A user can also submit a Request for Assistance form The user should specify which application access is needed in their assistance request COLORADO P DEFARETMENT of EEL ATICY ul Application Access Management All CDE Applications Data Pipeline Issue Error Message A User Manager or LAM does not see their organization listed after clicking on the magnifying glass Select Organization Select the value to use in the field Filter By Name 4 es t Specify initial search criteria A user reports they are not getting through to the application for which they have
31. ts 1 2 of 2 First Previous Ne Group Hame Unassign ALL USERS C CDE_EXTERNAL a Unassign First Previous Ne Assign Cancel 22 Coe 221282 mao Step 12 To assign the user to additional groups click the Assign button UserID GRANITE CGCDE STATE CO US First Name Cary User Detail Group Membership jrrentiv mer er of group Last Name Granite ults 1 2 of First Previous Ne ALL USERS a CDE_EXTERNAL a NM First Previous Ne This brings you to a list of possible groups E al 2 LAM 1230 MOUNTAIN VIEW SCHOOL GM 1230 0020 MOUNTAIN VIEW SCHOOL CEDAR 1230 0020 MOUNTAIN VIEW SCHOOL DISTRICT CEDAR 1230 MOUNTAIN VIE SCHOOL DISTRICT GM 1230 Assign Group Cancel S Step 13 The Group List will be long You will more than likely have to search for the appropriate group Filter BEI amp M CEDAR ss Pull down the menu bar to Filter By Group Name Group Name Use the Wildcard syntax xxxx to narrow your search Wildcard syntax uses asterisks before and LAM 1230 after your text MOUNTAIN VIEN SCHOOL 04M 1 230 0000 Wildcard syntax is a standard computer method to zr cal als oem ft assist with searching using keywords MOUNT A VIEW SCHOOL DISTRICT CEDAR T2XO MOUNTAN VIEW SCHOOL DISTRICT GM 1230 For example if you wish to search for all the groups that belong to CEDAR type CEDAR and then click Assign Group Cancel GO E E This will gen
32. tus Active Organization COLORADO CITY_0001 Change Pamir Back To Search Results User ID TEST PIPELINE COM Note the groups the user currently belongs to First Name Test e ALL USERS default system group Last Name Pipeline e CDE EXTERNAL default system group Results 1 3 of 3 First Previous Next Last Group Name ALL USERS CDE EXTERNAL 28 COP ses e Step 6 In this example we will assign the user to the Staff Interchange group To assign an user to a group click on the Assign button From the Filter By drop down menu choose Group Name In the search field enter the wildcard syntax STF to search for all groups for the Staff Interchange Click the Go button The search the displays the group TEST GROUP PIPELINE 2395 STF LEAUSER Click the Assign button Confirm to add the user to the new group Fiter ByGroupName LS Results 1 2 of 2 First Prev Group Name ALL USERS CDE_EXTERNAL i kaaas Next Last User Detail gt gt Group Membership gt gt Assign Groups Select groups to assign user as member of Group Name STF Go User ID TEST PIPELINE COM First Name Test Last Name Pipeline Results 1 1 of 1 First Previous Nex Group Name TEST_GROUP PIPELINE 2395 STF LEAUSER u First Previous Next Last Assign Cancel 29 COLORADO DE PAE TSE ST J ATICT Step 7 In this example we will Unassign t
33. you will receive a Your self registration request has been received Your Request D for tracking purposes is 2907 tracking number to track your request Track Request 2907 NT Return to Login Page If you need help or wish to contact someone on the Any questions or comments on the organization or operation of this site Please contact the CDE Identity Manager IdM Management team by email there IS a link near Copyright amp 1999 2011 Colorado AAO IN All rights reserved the bottom of the page in the blue bar Title IX Accessibility Disclaimer Privacy The email address is helpdesk cde state co us Your request will be sent to CDE s Verification Group You will receive a notification email within 24 hours or sooner Dear Fred Flintstone A new userhas been approved After you receive the notification email your next step is setting up a Local Access Manager LAM account to assist you with IdM administration New userid FLIMTSTOME FM CDE STATE CO US has been created for Fred Flintstone Next steps You may now login to hitps cdeapps cde state co us CDEAccess login jsp and add a new Local Access Manager LAM A Local Access Manager LAM will be able to assign new user accounts and designate the new users to application groups such as CEDER RITS Data Pipeline and other CDE applications i COC weno Setting Up Local Access Managers The User Manager typically a Superintendent or BOCES Administrative
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