Business Portal Contact Manager Tool

Alcatel-Lucent Business Portal
Contact Manager Tool

Create and administrate your own website users.
Alcatel-Lucent Enterprise
February 2010
Agenda
1. Contact Manager Tool Overview.

2. Creating new Business Portal accounts.
3. Modifying an existing Business Portal account.
4. About Login and Password Management.
5. Extracting contact information
6. Key Benefits
1 Contact Manager Tool Overview
3 | Presentation Title | Month 2009 Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX
1.1 What is this tool ?
1.2 Where can I find it ?
1.3 Basic Use : Searching for contacts
1.1 Contact Manager Tool Overview : What is it ?
What is the Contact Manager Tool ?
 The Alcatel-Lucent Business Portal allows registered customers to create,

administrate, their own accesses to the site, without requiring the
intervention of an Alcatel-lucent team.
 The Contact Manager Tool concentrates all those features in one,

structured, easy-to-use online tool.
 It is accessible to people with the right privilege.
You have to be “Partner Contact Manager” to access the tool. Contact your
local Alcatel-Lucent representative if you can’t access it ( see the next
section to access the tool )
5 | Contact Manager Tool | February 2010 Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX
1.2 Contact Manager Tool Overview : Accessing the Contact Manager Tool
Go to the Business Portal Website: https://businessportal.alcatel-lucent.com
1. 1. Enter your login and password.

Click on Log in
2. Look for the Administration

Link on the home page :
2.
1.2 Contact Manager Tool Overview : Accessing the Contact Manager Tool ( continued )
3.You’ll be redirected to the

admnistration page. Follow the
Contact Manager Tool link.
4. Done, you are on the tool Search

page, as shown below:
1.3 Contact Manager Tool Overview : Searching for Contacts
2 Creating new Business Portal accounts.
2.1 Principle: Creation by duplication
2.2 Main Creation Form
2.3 Login / Password Form
Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX

2.1 Creating new Business Portal accounts : Creation by Duplication
The Business Portal account creation process works by duplicating existing one
Using the contact search (see previouly), find a contact that is the
1. closest match ( in terms of roles ) to the one you one you have to
create.
Basically any contact will do the trick but a contact, but if you choose
a contact with similar roles, creation is a bit quicker.
2.
On the right border of the page, click on the button, as shown.
2.2 Creating new Business Portal accounts : Main Creation Form
Enter values in the form. Pay extra attention to the email address. It has to be
personal ( no generic address ), and correct ( mistyped emails will create issues )
2.2 Creating new Business Portal accounts : Main Creation Form ( Continued )
Then fill the rest of the parameters in and click on Submit.
2.2 Creating new Business Portal accounts : Main Creation Form ( Continued )
You get a typical message:
2.3 Creating new Business Portal accounts : Login / Password Form
Next step of account

1. creation is the Login /
Password form.
2.
The Login for the
new account is
displayed here.
To finish the
contact creations,
Follow the
instructions
( text in red )
2.2 Creating new Business Portal accounts : Login / Password Form ( Continued )
Once done, you get this screen :
And the account is created.
Recommendations:
• Make sure the email address is correct, it will become the user’s account login !
• The « BP Contact Manager » role gives a account the ability to create contacts so
do not give this privilege to anyone !
• If you do not know what operational role to choose, select « no role » in the list.
3 Modifying existing Business Portal accounts
3.1 Contact “More Details” edition mode
3.2 Contact information useful tips

3.1 Modifying Business Portal accounts : Contact More Detail, Edition
1.
To do so Search for
a contact, click on
More Detail :
Then click on Edit.
2.
3.2 Modifying Business Portal accounts : Contact Information usefil tips
You get the account edition form.
Tips:
• You can edit the email address, but the login
won’t be changed automatically. You have to
contact Alcatel-Support to change a login.
• Changing a contact eBuy access will give or
remove access to online purchasing of
products, so be careful when editing/
duplicating a existing purchaser.
• The back button allows you to undo your
changes. Submit button commits the changes
immediately in the business portal database
4 About Login and Password Management.
4.1 How to Change Passwords.
4.2 How to unlock an account.
4.3 Disabling an account.

4.1 About Login and Password Management: How to Change passwords.
1.
To do so Search for
a contact, click on
More Detail :
Then click on the

Login / Password
button.
2.
4.1 About Login and Password Management: How to Change passwords.
Always the Account Status section : here the login / password is ok ( green )
If a password change is required, use the Password Management section
4.2 About Login and Password Management: How to unlock an account.
Sometimes an account is locked

after too many wrong passwords
entries ( red ).
In this case, the user sees this
screen at login
To unlock the account, Search for the account, go the More Detail / Login
Password screen and check the Account Status.
Click on the Connection Attempts Validity button to remove the lock. Password
is kept as is, so check with the user if he really requires a new password.
Warning: Always remove the lock before giving a new password.
4.3 About Login and Password Management: Disabling an account
To disable an account and revoke all Business Portal access :

1.
To do so Search for
a contact, click on
More Detail :
Then click on the

Delete
button.
2.
4.3 About Login and Password Management: Disabling an account (continued)
Confirm your action in the popup:
Now if you search for the contact again, you won’t find it.
Note: Alcatel-Lucent administrator can still undelete this contact if

necesssary. Contact your Alcatel-Lucent representative if such case
occurs.
5 Extracting contact information.
5.1 How to ?
5.2 What for ?

5.1 Extracting Contact information: How to ?
Make a Contact Search, click on « Export To Excel ».
In the assistant, choose the dataset and fields to be extracted
5.1 Extracting Contact information: How to ? ( continued )
In the assistant window, scroll down and click on « Export » and check the result
in Excel
5.2 Extracting Contact information: What for ?
Business Portal allows extraction of contact information, here are some

applications in customers cases today:
 Helps maintaining up-to-date contact list

– Tracking of contacts in large companies ( people turnover )
– Tracking of user privileges ( like purchasing rights, download rights)
– Avoid creating multiple accounts for the same person
 Helps maintaining quality of information:
– Ease the maintenance of correct email address information ( critical for
communication with Alcatel-Lucent and login / password management )
– Helps during change management ( corporate email domain changes for
example )
6 Contact Manager Tool : Key Benefits.
6. Conclusion : Key Benefits.
What are the benefits of Contact Manager Tool for our customers :
 Replaces the former Business Partner Web Site ( BPWS ) contact management
with redesigned tool taking advantage of the Business Portal state-of-the art
architecture.
 Allows Customers to Gain or Restore access to Business Portal Faster.
 Security: Allows Customers to control (revoke) access Business Portal Faster.
 Helps Customers maintaining information easily ( e-mail address): this ensures

data quality to support business-critical processes with Alcatel-Lucent (
purchasing, support, etc… )
www.alcatel-lucent.com
www.alcatel-lucent.com

Business Portal Contact Manager Tool

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Business Portal Contact Manager Tool

Uploaded by

Copyright:

Available Formats

Alcatel-Lucent Business Portal

Contact Manager Tool

1. Contact Manager Tool Overview.

What is the Contact Manager Tool ?

 The Alcatel-Lucent Business Portal allows registered customers to create,

 The Contact Manager Tool concentrates all those features in one,

Go to the Business Portal Website: https://businessportal.alcatel-lucent.com

1. 1. Enter your login and password.

2. Look for the Administration

3.You’ll be redirected to the

4. Done, you are on the tool Search

Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX

On the right border of the page, click on the button, as shown.

Then fill the rest of the parameters in and click on Submit.

You get a typical message:

Next step of account

Once done, you get this screen :

And the account is created.

Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX

Then click on Edit.

You get the account edition form.

• You can edit the email address, but the login

won’t be changed automatically. You have to

contact Alcatel-Support to change a login.

• Changing a contact eBuy access will give or

remove access to online purchasing of

products, so be careful when editing/

duplicating a existing purchaser.

• The back button allows you to undo your

changes. Submit button commits the changes

immediately in the business portal database

Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX

Then click on the

If a password change is required, use the Password Management section

Sometimes an account is locked

Warning: Always remove the lock before giving a new password.

To disable an account and revoke all Business Portal access :

Then click on the

Confirm your action in the popup:

Note: Alcatel-Lucent administrator can still undelete this contact if

Copyright © 2009 Alcatel-Lucent. All rights reserved. XXXXX

Make a Contact Search, click on « Export To Excel ».

In the assistant, choose the dataset and fields to be extracted

Business Portal allows extraction of contact information, here are some

 Helps maintaining up-to-date contact list

 Allows Customers to Gain or Restore access to Business Portal Faster.

 Security: Allows Customers to control (revoke) access Business Portal Faster.

 Helps Customers maintaining information easily ( e-mail address): this ensures

You might also like