Directory Service Web App

Overview

The new DS web app is designed to perform better and be more intuitive in relation to the old DS Desktop application. DS is accessible via a web browser and presents a new, refreshed look.

As before, it is the platform to manage Organizations, Persons, and Bodies. However the way to maintain the data has changed. It also allows the management of ETSI Corporate Groups and offers additional features, such as History and Audit.

From Q4 2022, the DS desktop application is no longer used to manage these entities. Information is only accessible in read access and its accuracy is not guaranteed , due to the evolutions of the data model.

How to login

In order to access DS, you have to login into the ETSI portal and then click on this link Directory Service

Main page and menu

When you open DS, after logging on to the portal, you see your username in the top right corner and the active Groups list is displayed. You can click on the top left tabs to open Groups, Organizations, Persons, Bodies and Person Lists.

Organizations

Display the list of Organizations

In order to display the list of organizations, you can always click on the top blue bar on the organizations' link.

When you open this page for the first time, you will see the list of active organizations. Once you have selected any filter, it will save it until you log off.

Simple Search

This function helps you find organizations quickly by typing their name or ID and by selecting the State toggle switch. You can sort the results by clicking on sortable columns. Note that the STATUS| CATEGORY column is not sortable. The toggle switch has three buttons, each one grouping several states of an organization.

Active: it searches only for the organizations in Active state
Not Active: it searches for the organizations in Disabled, Suspended, or Archived states
All: it searches for the organizations in any state

If you click on More Filters, you can add more filters and combine them to refine the search.

! Note that all filters are evaluated against the current properties of the organizations. They are combined using the AND operator. For instance, you can search for organization that are currently “ETSI FULL Member” AND their Country is France AND their UoC is 2.

State

Through this field you can select: Active, Disabled, Suspended, Archived

Active State

An employee of an active Organization has a login or can request one in order to access the member area of the ETSI and/or 3GPP portals.

Disabled State

The organization has been disabled to prevent its delegates from connecting to ETSI and/or 3GPP portals. This corresponds to setting the "red list" flag with the desktop application.

Suspended State

The organization's delegates are temporarily unable to access the members-only area of the ETSI and/or 3GPP portals.

Archived State

The organization no longer exists within the ETSI structure, therefore its former employees are unable to access the ETSI and/or 3GPP portals and services on behalf of this organization.

Country

You can choose one country only.

Family (Status filter)

You can choose from ETSI, 3GPP, oneM2M and Others (these can be e.g. NSOs, partners, organizations providing STF Experts...). This filter affects the values proposed for the Status filter. When no value is set in Status filter, it searches for all organizations having currently an ETSI membership.

Status

You can choose one or several statuses related to the selected family. Your choice affects Category filter

Type

It can assume those values: (Trade) Association, ALERT*, Micro-Enterprise, Not-for-profit User Association, Small & Medium Entreprise. * ALERT is an historical "Type" that is no longer used.

Reason for transition

This field indicates why a status has ended or will be ended. This filter closely works with the Status timeline and Status filters. Unlike other filters, this is not the value of the current status that is evaluated. This is the end reason of a past or future status. As a matter of fact, Membership is represented by a successive set of status values over consecutive periods of time, and a reason is given when ending each period of a status. Therefore, this filter enables to find only the organizations that had or will have their last status ended with this value. The possible reasons are: Withdrawn, Ramp Up, Rejected, Transition, Expelled.

Withdrawn (resigned)

The organization has communicated its willingness to resign from an ETSI Status at the end of the current membership period. The resignation coincides with the end of a status both for the organization and its employees.

Ramp Up

That means that the organization has declared an increased ECRT and has agreed with ETSI to increase its financial contribution over a given number of years. Strictly speaking, such a reason does not end a membership, but ends a period within a membership

Rejected

The organization's application to ETSI membership has been rejected and that ends the corresponding Status (e.g. Applicant).

Transition

The status ends when the organization logically reaches the next status (e.g. pre-Applicant to Applicant). If you find organizations with such a last end reason, this is likely because their status has not been correctly set or ended.

Expelled

The Organization has been expelled and all its employee have lost their access to ETSI and/or 3GPP.

Status timeline (new search criteria available from September 2022)

You can specify here for which status period you want to search for organization.

As its name indicates, this filter is exclusively linked to the Status and the Family filters, but also to its Reason for being ended. If you select the Past timeline but you don't select a Reason For Transition, the timeline filter is ignored

Also, its scope does not apply to other filters related to the status. For instance, if you also select a Category, this is the Category of the current ETSI membership that will be evaluated, not the one linked to the past or future withdrawn statuses.

Current and Future

The organization has the selected status(es) which will be ended today or in the future

Past

The organization had the selected statuses ended in the past. If an organization had in the past the same status value of a current status, this is displayed too. It happens for instance when an organization stays ETSI member but under different conditions (e.g. change of UoC)

Number of UOC

Unit of Contribution currently paid by the organization (note that the exact figure should be inserted: 1, 2, 3, 6, 9, 13, 18, 24, 30, 37, 45; there is no way to search for multiple values)

ISG activity

It searches for organizations currently active in any ISG. If you select No, you search for an organization that is not actively participating in any ISG

ISG

When ISG Activity equals to Yes, this is possible to use this field to restrict the search to some specific ISG. When you select several ISG, the search gives the union of all found results (logical OR).

Advanced Search

Advanced search enables you to either combine multiple filters using AND function or find independent results using OR function. It is possible to change the logic operator for some of the filters: Is/Is Not, Starts With/Contains/Is, In/Not In, >=/Is/<= .You can search using common filters like Organization Id, Name, Country, State. When State is not specified in a filter, the system searches by default for Active organizations.

! In order to validate the query you must click on the circle with the + sign before clicking Search. This also enables additional criteria to be added.

Date Range

Using the Date Range filter, you can also search for organizations matching some specific conditions over a specific period of time (e.g. in 2020).If you don't set any date range, then it means that the conditions will be searched at any time.

The *Date Range filter impacts all the filters that present the * symbol: *Status family, *Status list, *Type, * Nb Of UoC, * ISG List.

! The Simple Search searches for organizations matching currently the criteria, whereas Advanced Search for organizations that have matched or will match the criteria. This can explain why Advanced Search finds more results when you use a date-impacted filter.

*Status family

You can search for organizations with an active Status family over a specific period of time

*Status list

You can search for organizations with an active Status list over a specific period of time

*Type

You can search for organizations with a specific Organization Type over a specific period of time

*Nb of UoC

You can search for organizations with a specific number of UoC over a specific period of time

*ISG List

You can search for organizations having participated to one or more named ISG over a specific period of time

Share

This function saves the current search query with all its filters and copy the resulting link into the clipboard. This allows you to share your search query and its results with another colleague.

This can also be useful for building a list of pre-defined queries that you can keep in your browser bookmarks.

Unused links are deleted after 3 months.

Actions

Create: You can create a new Organization giving the following information: Commercial Name (previously "short name"), Legal Name (previously "long name"), and Country

The system prevents you from creating the organization if it finds an existing organization with the same Commercial and Legal Names.

The Commercial Name can only contain 30 characters.

The Legal Name can only contain 100 characters

Export: You can export the results of your search:

Audit: download an excel table with the audit rules failed by the Organizations within the results list

Credit Notes: export the credit notes for Year N-2 and Year N exercices

XLSX: export the displayed list to an excel file

CSV : export the displayed list to a text file with csv extension

(;): All in a single column, fields separated by a semi-colon character

(tab): All in a single column, fields separated by a tab character

(,): All in a single column, separated by a comma character

Show Audit: It shows, for each listed organization, the number of rules that failed, or a green check if the audit succeeded

Organization details

When you select an organization from the search results list you can see its details.

The General Information panel is displayed regardless of the tab you select on the page. It shows the organization's State, Commercial Name, Legal Name, and Country.

You can see in the right corner of that panel the Actions button and the Audit rules recap.

Under the General Information panel, you can see all the tabs that you can access by clicking on them.

The Hired Persons button redirects you to a separate page listing the persons hired by this organization (you can choose Active, Not Active, or All).