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User Activation and Login

To access Routing Director Web GUI, you must have an account in Routing Director. Your account is activated after you log into the Routing Director Web GUI. You can then perform activities as defined by your role.

Note:

If single sign-on (SSO) is enabled, you can access Routing Director through your identity provider (IdP) account. IdP authenticates your access privileges in Routing Director. For more information, see Single Sign-On.

The system administrator who installs Routing Director is usually the first user to log in by using the e-mail address and password entered while installing Routing Director. Once logged in, the system administrator creates an organization and is assigned the Super User role in the organization. A superuser can add or invite users to the organization.

Depending on whether SMTP or local authentication is configured, Routing Director sends invitations and notifications to users. See Configure SMTP Settings in Paragon Shell for information about the behavior when either or both local authentication and SMTP are enabled or disabled.

If SMTP is configured in Routing Director, an invitation is sent over an e-mail when the superuser invites users to an organization. A user can click the link in the e-mail invitation and complete the login tasks. Your login procedure depends on whether you are an existing user with a Routing Director account or a new user without a Routing Director account.

If SMTP is not configured in Routing Director, the Super User adds users to an organization and shares the Web URL of Routing Director and credentials (e-mail ID and temporary password) to log in, with the users. Users can then access the Web URL and log in using the credentials. Once logged in to Routing Director, the user is prompted to create a new password.

After the user logs in and accesses an organization, the first page that Routing Director displays depends on your user role. If your role is Installer, the first GUI page you view is the Onboard a device page. For users with other roles, Routing Director displays the Troubleshoot Devices page.

The log in procedures for different roles are as follows:

Log into Routing Director for the First Time After Installation

The first user to log into Routing Director is typically the system administrator who installs Routing Director. On successful installation, the system administrator gets the URL to access the Routing Director Web GUI from Paragon Shell. The Welcome message that appears after logging in lists the IP address and e-mail ID to access the Routing Director Web GUI.

To log in as the first user:

  1. Copy the Routing Director Web URL (for example, https://web-ui-ip-address) from Paragon Shell, and enter the Web URL in a Web browser.
    The Routing Director login page opens.
    Note:

    Juniper Networks recommends that you use the latest version of Chrome, Firefox, or Safari browsers to access Routing Director.
  2. Enter the e-mail address that appears in the Welcome message (the same e-mail address that you entered while installing Routing Director) after logging into Paragon Shell and click Next.
  3. Enter the password that you configured during installation and click Log in.

    The New Account page appears.

  4. (Optional) Click View Account to check your user name and e-mail address.
  5. Click Create Organization.
    The Create Organization page appears.
    Type a unique name for your organization and click Create.
    An organization is created and you are logged into the organization as a superuser.
You can now add new users, create sites, and configure organization settings.

Log in as a New User Without an Invite (when SMTP is not Configured)

When SMTP is not configured in Routing Director, the superuser who creates your account in an organization manually informs you about the Web URL and the credentials (e-mail address and temporary password) to log into the Routing Director Web GUI.

To log in as a new user without an invite:

  1. In a browser, enter the Routing Director Web URL shared by the Super User.
    The Routing Director login page opens.
  2. Enter the e-mail address (shared by the superuser) and click Next.
  3. Enter the temporary password (shared by the superuser) and click Log in.
    You are prompted to change your password.
    Note:

    In case you forgot the password, please contact the superuser who shared the temporary password with you to reset and share the password.

  4. Enter and re-enter the new password and click Change Password.
    The password can contain up to 32 characters, including special characters, based on the password policy of the organization.
    You have successfully logged in to Routing Director. The tasks you can perform in this organization depends on your user role. See Predefined User Roles Overview for more information.

Log in as a New User for the First Time Without an Invite (when SMTP is Configured)

To access Routing Director Web GUI as a first-time user without an invite, you need the Web URL of Routing Director. To access the Web GUI, you must create an account in Routing Director. You will then receive a verification e-mail to validate your account.

To log in as the first user without an invite:

  1. In a Web browser, enter the Routing Director Web URL (for example, https://web-ui-ip-address).
  2. Click Create Account on the login page.
  3. Type your first name, last name, e-mail address, and password.
    The password is case sensitive.
  4. Click Create Account.
    Routing Director sends a verification e-mail to activate your account.
  5. Click Validate me in the e-mail body.
    The New Account page appears.
  6. (Optional) Click View Account to check your name and e-mail address.
  7. Click Create Organization.
    Type a unique name for your organization and click Create.
    You are logged in as the superuser to the organization in Routing Director. See Predefined User Roles Overview for information about tasks that you can perform in an organization as a superuser.

Log in as a New User With an Invite (when SMTP is Configured)

If SMTP is configured in Routing Director, you receive an e-mail invitation when the superuser creates an account for you to access an organization. You are also notified when your user account is modified.

To log in as a new user with an invite:

  1. Click Go to organization-name in the e-mail body.
    The Invite to Organization page opens in a Web browser.
  2. Click Register to accept.
    The My Account page appears.
  3. Enter your first name, last name, e-mail address, and configure a password.
    The password can contain up to 32 characters, including special characters, based on the password policy of the organization.
  4. Click Create Account.
    Routing Director sends a confirmation e-mail to activate your account.
  5. In your confirmation e-mail, click Validate me.
    The New Account page opens in a browser.
  6. Click the organization for which you received the invite.
    You can access the selected organization's GUI in Routing Director. The tasks you can perform in this organization depends on your user role. See Predefined User Roles Overview for more information.

Access a New Organization (when SMTP is Configured)

To accept an invite to a new organization as an existing user already having an account in Routing Director, click the organization-name in the e-mail body. The Troubleshoot Devices (Observability > Health > Troubleshoot Devices) page of the organization opens in a browser.

The tasks you can perform in this organization depends on your user role. See Predefined User Roles Overview for more information.

See Also