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getting-started.md

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copyright lastupdated keywords subcollection
years
2024
2024-01-03
openpages, tutorial, managing openpages instance
openpages

{{site.data.keyword.attribute-definition-list}}

Getting started with {{site.data.keyword.openpages_short}}

{: #gettingstartedtutorial}

In this getting started tutorial, we'll take you through what you need to do to set up your {{site.data.keyword.openpages_short}} service. {: shortdesc}

Before you begin

{: #prereqs}

You need an {{site.data.keyword.Bluemix}} account and an instance of the {{site.data.keyword.openpages_short}} service. For more information, see Provisioning your IBM OpenPages as a Service environment.

Open the UI

{: #step1}

Open the UI to begin managing your {{site.data.keyword.openpages_short}} instance.

  1. Log in to {{site.data.keyword.Bluemix_notm}} by using your IBMid.

  2. Go to the Resource list.

  3. Locate your {{site.data.keyword.openpages_short}} instance in the AI / Machine Learning or Analytics category.

  4. Click the Name of the instance.

    The UI where you manage your {{site.data.keyword.openpages_short}} instance is displayed.

Here you can open your instance of {{site.data.keyword.openpages_short}} by clicking Launch OpenPages. For your users, you'll want to set up a URL to allow them to get to {{site.data.keyword.openpages_short}} more easily.

Set up a URL

{: #step2}

Set up a URL that you and your users can use to access your {{site.data.keyword.openpages_short}} instance. You can use the default fixed URL or you can customize the URL.

To get the fixed URL, do the following steps:

  1. Click Environment.
  2. Under Fixed URL, click the Copy icon.
  3. Paste the URL in your browser to ensure that the new URL opens your {{site.data.keyword.openpages_short}} instance.

To customize the URL, do the following steps:

  1. Click Environment.

  2. In the Custom hostname section, click the Edit icon.

  3. Type a name, and then click Save. Wait a few minutes for the change to take effect.

    The last character in the hostname must not be a minus sign or a period. {:note: .note}

After you've added users to your {{site.data.keyword.openpages_short}} instance, you can provide the {{site.data.keyword.openpages_short}} URL to your user community.

Next steps

{: #next-steps}

Now you'll want to begin applying security and granting access to users and groups.

  1. Learn how to enhance security for your {{site.data.keyword.openpages_short}} instance and your data.

    For example, to ensure that you have enhanced control and security over your data when you use {{site.data.keyword.openpages_short}}, you can specify the IP addresses that are allowed to connect to your {{site.data.keyword.openpages_short}} service instance.

    For more information, see Managing IP addresses for IBM OpenPages and Securing your data in IBM OpenPages.

  2. Learn how to manage access to your {{site.data.keyword.openpages_short}} instance, including how to add users and groups, how to assign them access in {{site.data.keyword.openpages_short}}, and how {{site.data.keyword.Bluemix_notm}} synchronizes users and groups with {{site.data.keyword.openpages_short}}.

    For more information, see Managing IAM access for IBM OpenPages and User and group synchronization from IBM Cloud to IBM OpenPages.