Registering

This topic describes the process for obtaining an account to use BMC Helix Cloud Security. Registering for Cloud Security includes the following steps:

Creating an account

  1. Go to the BMC Security Operations portal.

    In case your browser is not the latest version, a message will be displayed at the top of the page indicating better performance if you switch to an upgraded version.


  2. Click on Create an account.

  3. (Existing account users only) To accommodate the migration of your existing account to a new security system, reset your password by typing your email address and clicking Continue.

  4. (Required) Complete the following fields on the Request for access panel:
    Work Email Address
    First Name
    Last Name
    Company Name

    Note

    The Company Name and Work Email Address fields enable multi-user support for Tenants (represented by the company name) and users (represented by the email). The email address you provide specifies the users that the Tenant can invite to collaborate and share data. For more information, see Enabling multiple users to use your account.

  5. (Optional) Type a user phone number in the Phone Number field.

  6. Select the Request Type either as ,”14 Days Free Trial” or “Licensed User”.

  7. (Optional) To register as a Managed Service Provider (MSP), select the I am a managed service provider option and follow the Registering as a Managed Service Provider flow.

  8. "14 days Free Trial" is not applicable for Managed Service Provider(MSP).

    Trial User

    The trial period is for 14 days.

    The trial period will start from the moment the User’s Registration is Approved.

    The user can try all the available features with the limitation that he can't have more than five connectors.

    Upon expiry of the trial period an email notification with appropriate message will be send to the user, along with the contact details.

    The user upon trial expiry will not be able to login to the system. The connector used by the user will get disabled.

    The Reports configuration will also be deleted.

    The user data will be retained for 30 days. In case we do not hear from the User within this period the data will be permanently deleted.    

    The trial feature is not applicable for Managed Service Provider (MSP).

  9. Click on I'm not robot checkbox.

  10. Select I understand and agree to BMC Cloud Services Master Agreement.

  11. Click Submit Request.
    A message appears indicating the account has been created, and an email is sent confirming the registration.

  12. In the email, click on Approve Access to confirm the email address you provided, and to complete the registration process.

  13. Click Log in to your account on the Account Activated page and enter your credentials to access the service.

    Note

    The following messages appear upon one or more unsuccessful login attempts:

    1st and 2nd failed attempt: Invalid credentials. Please try again.

    3rd failed attempt: Invalid credentials. Your account will be locked after 2 more unsuccessful login attempts.

    4th failed attempt: Invalid credentials. Your account will be locked after another unsuccessful login attempt.

    5th failed attempt and thereafter: Your account has been locked because of a maximum number of incorrect login attempts. To unlock it, use the Forgot Password? link and then log in with valid credentials.

Enabling multiple users to use your account

Note

You must have already onboarded a tenant by providing a Company and Work Email Address when you created the account.
  1. On the BMC Helix Cloud Security page that appears after you sign in with your tenant account, click the Configure icon from the top navigation bar and choose Users from the cascading menu that appears.



  2. On the User page, click Add Users and in the pop-up that follows, enter the email address of the user to whom you want to send an invitation.

    If typing multiple email addresses, separate each with a comma (,).




  3. Select the required role from the cascading menu under Select Role.



  4. After selecting role, click Add user icon and the following box will be displayed.



  5. Hit Send Invitation. A message appears indicating the invitation has been sent, and an email is sent to the addressee/addressees inviting them to accept the invitation.



    Upon clicking Sign Up on the invitation email, the addressee can register for the same Cloud Security tenant account.
    Once the new account is registered, the user can log in to Cloud Security with full permissions to collaborate and share the same data as the Tenant account.

Tenant User Management and Managed Service Providers

Cloud Security enables access to its services by Managed Service Providers, providers of services to a set of clients across a business. For example, a company might have a set of customers for whom they want to use Cloud Security to perform a security assessment. The company that enables its clients to provide these service is the Managed Service Provider (MSP). The clients, or organizations within the MSP are known as the Managed Tenants. The MSP can choose which organizations to work with, and invite additional users into the organization to leverage the same data and functionality in Cloud Security (such as viewing compliance results, connectors, and policies) to meet the stringent requirements of its customers.

To enable MSP access, you first onboard an MSP Tenant in Cloud Security through the MSP registration flow.

Registering as a Managed Service Provider

After signing up as a new user for Cloud Security the first step is requesting access as an MSP.

Multiple tenants can be created using the same email address.

  1. From the Request for access panel, select the I am a managed service provider option and select I understand and agree to BMC Cloud Services Master Agreement.

  2. Click Submit Request.
    A message appears indicating the request has been created, and that an email will be sent confirming the account.


    An email is sent for approval to your company's Product Manager requesting access to Cloud Security (If the request came from an MSP Tenant the Service Provider field on the email is set to YES).



    Upon approval from the PM to allow access to Cloud Security a confirmation message is sent to the PM.



    A welcome email is sent to you.



  3. On the welcome email, click Register.
    A confirmation message appears confirming your request has been received.



  4. Complete the required fields on the Account Registration panel and click Create Account.
    A confirmation message appears confirming that the account was created.
  5. On the Account Created message, click Sign In.
  6. On the Login panel, type the user name and password of the MSP tenant and click LOG IN.



    A Welcome message displays.

    As an approved and registered MSP, you can now add an Organization as a Managed Tenant to manage different customers.

  7. From the Profile menu, choose Add Tenant.



    The Add Tenant dialog displays.



  8. Type the name of the organization or customer you want to add and click Add Organization.
    A message displays indicating that the organization was created successfully.



    An email is sent for approval to your company's Product Manager requesting that the organization is allowed to access Cloud Security (Because the request came from an MSP Tenant, the Service Provider field on the email is set to YES).
    Upon approval from the PM to allow access, a confirmation message displays for the PM (one approval request for each Organization submitted).



    Next, an email is sent to you to log in.

  9. From the Profile menu, choose Sign Out, and then click LOG IN as the MSP Tenant account you previously created.

  10. From the Choose an organization dialog, click an organization.


    In Cloud Security you can manage all functionality for the selected organization.

    Note

    Any data created for a specific organization can only be viewed by that organization.
  11. To switch between more than one tenant, choose Switch Tenant/Org from the Profile menu.

    .



  12. To add an organization, choose Add Tenant from the Profile menu.

    Note

    The Add Tenant option is only available in the Profile menu for MSP Tenants or users logged into the MSP Tenant account. See User capabilities under specific contexts in the MSP flow for capabilities in Cloud Security available in the Profile menu for specific contexts.
  13. To invite additional users into the organization, go to the Users page in Cloud Security and add them as a user. See Enabling multiple users to use your account.
    An email is sent to the users to invite them to use Cloud Security.
    In this way, Managed Tenants can invite additional users into the organization to view the same data and functionality in Cloud Security (such as viewing compliance results, connectors, and policies) to meet the requirements of its customers.

    Cloud Security retains the organization selected when the Tenant logs in to Cloud Security. This ensures that users are directed to the most recently selected organization the next time they log in, instead of being directed to the Choose an Organization screen.

User capabilities under specific contexts in the MSP flow

CapabilityMSP TenantManaged Tenant

Add Organizations

YesNo
Switch OrganizationsYesYes, if user belongs to more than one organization
View TransactionsYesYes
Add usersYesYes

Performing next steps

For new users under a tenant account, start by Creating an account.

To manage users that have been granted access to Cloud Security, see Managing users.

Once you have logged in, you can start using the service by onboarding a connector.

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Comments

  1. Kunal Panigrahi


    Shubhangi Mahajan Can you please work with Aishwarya Bhattad and Pratik Bhosale to make modifications on the add tenant/org changes.




    Dec 10, 2019 01:55