Table of contents

• Introduction
• Step 1 – Sign up your organization as a new Tenant in IDE
• Step 2 – Tenant Setup
  • Step 2.1 – Configure Tenant details 
  • Step 2.2 – Manage tenant users
  • Step 2.3 – Install Clients
  • Step 2.4 – Manage Visible ILAP Terms:
• Step 3 – Create one or more connectors for data reception
• Step 4 – Persist your connector(s)
• Step 5 – Create Templates
• Step 6 – Create sending & receiving configs
• Step 7 – Collaborate on and activate IEA(s)

Introduction

Learn how to set up IDE for your tenant so that you or the planners in your organization can transfer schedules.

Step 1 – Sign up your organization as a new Tenant in IDE

1. Go to the IDE website and log in as the first user from your organization.

2. You’ll be prompted to create a new IDE Tenant—click OK.

3. A System Admin must approve this request.

4. After approval, log in again to see the IDE login screen for your new tenant. Your account is auto-provisioned as a valid user.

Step 2 – Tenant Setup

Step 2.1 – Configure Tenant details 

1. Sign in to IDE’s web portal and go to Tenant Admin → Tenant.
2. Click on edit to update details such as:
   1. Tenant Info
   2. Contact Info
   3. Storage 
   4. Security key (optional)
3. Click Save when you’re done. 
   
   

Step 2.2 – Manage tenant users

1. Ask each user in your tenant to sign in to the IDE web app. They’ll be auto-provisioned into your tenant upon successful login. 
2. As Tenant Admin, navigate to Tenant Admin → Users to see everyone’s account.
3. To change roles or permissions, click the “⋮” menu beside a user, select Edit user, then assign one or more of:

   • Application User: Can create and view IEAs which the user is involved in

   • Tenant Setup: All Application User rights plus access to Setup Admin section

   • Tenant Admin: All Application User, including tenant admin access
     
     

Step 2.3 – Install Clients

1. Install the Desktop Client
2. If you plan to use the Autonomous component or ILAP Analytics, ask your Setup Admin to enable it.
3. Once enabled use the Installation Center, download any required client artifacts and follow the on-screen instructions.
   
   

Step 2.4 – Manage Visible ILAP Terms:

In order to make the ILAP Terms available to your tenant 

1. Go to Tenant Admin → Content Control, click on Manage visible ILAP Terms button.
2. In the modal, select the ILAP terms you need and click Save.
   
3. To fine-tune access, choose Tenant Admin → Content Control and click the name of any term:

   • Under Control Level, select Template or Tenant.

   • If Tenant is selected click Edit, then:

     • Add allowed values to restrict which values users can enter.

     • Toggle Allow blanks on or off, depending on whether empty values are permitted.

     • Enable or disable Content Control entirely for that term.

4. Now ILAP terms will be available for your tenant to create template, configs. 
   
   

Step 3 – Create one or more connectors for data reception

1. In IDE’s Setup → Connectors, click + New Connector.

2. Choose the Execution component and Host system for your incoming data source.

3. Fill in the required authentication and path parameters.

4. Click Create.

Step 4 – Persist your connector(s)

1. Open the Desktop Client and go to the Connectors tab.

2. Find each connector you created and click Persist.

3. This action tells IDE which schedules are available and what user-field settings each schedule has.

Step 5 – Create Templates

1. As setup admin create template by going to Setup Admin → Templates

2. Enter a Name and optional Description & Label.

3. From the list of available ILAP terms, select those you want included.

4. For each term you’ve added:

   1. Click the “⋮” menu → Edit content control

   2. Choose Template or Tenant level

   3. (Optional) Enable Allow blanks

5. When you’re finished, click Save to create the template. 

Step 6 – Create sending & receiving configs

1. In Setup → Configs, click + New Config.

2. Select the created or received template(s) and your connector.

3. Select schedule and map ILAP terms to host fields.

4. Save the Config.

Step 7 – Collaborate on and activate IEA(s)

1. For creating IEAs as sender follow instructions given in here.

2. For filling up IEA details as partner follow steps given in here

3. Once the IEA is active initiate transfers using the executing component.