Managing users and groups is an important administrative activity in TrueSight Middleware Administrator.
Components of user and group administration are:
- Creating and managing user and group identities.
- Managing those users and groups within the umbrella of project administration. This includes:
- Adding them to projects.
- Assigning permissions that lets them manage objects within middleware products associated to project connections.
- Changing permissions.
- Removing users and groups from a specific project.
Groups administration is really a means of organizing users into coherent groups that have common middleware administrative purposes.
Managing users
Creating a new user
The first step in administering users is configuring a new user with a clear identity.
The following procedure assumes that you have accessed the application and navigated to the Admin Console as a Product Administrator user.
To create a new user:
- Select the Users option from the Navigation Panel (select the word Users, not the horizontal navigational arrow to its right).
- The Users view fills the workspace; select the Add Item icon "+" from the Options above the list.
- The Properties for New User editor is displayed with the Enabled option checked.
- Set individual user properties:
- User Name (Mandatory) – Assign a login name that the user can use to access the application (specifically the User Console).
- Write the user's full name.
- Email address.
- Note the selected Enabled box. This is the default state, which assumes enabling the user for project associations. It is the Product Administrator's choice to automatically enable a given user (leave box checked) or disable the setting (creates user identity but leaves activation to another time).
- Select the Set Password checkbox. This enables the Password box, a prerequisite to assigning a password to the new user.
- Set an initial user password; together with the User Name, enables user logon (authentication). The user can change this later using the User Console's functionality.
- Save your settings. The new user is stored in the application database. The workspace scrolls to the Users view, and you see the new user name alphabetically displayed.
Copying a user
To copy a user:
- Select Users from the Navigation Panel.
- In the displayed Users View, click on the Operations arrow icon next to the relevant user.
- Select Copy.
- In the displayed Properties for New User dialog, define settings as required.
- Click the Save icon to save your settings.
Editing a user
To edit a user:
- Select Users from the Navigation Panel.
- Click on the relevant user name in the Users View.
- Modify the user settings as required. Note that you cannot modify the User Name field but you can modify the user's password by selecting the Set Password checkbox.
- Click the Save icon to save your settings.
Auditing a user
To audit a user:
- Select Users from the Navigation Panel.
- In the displayed Users View, click on the Operations arrow icon next to the relevant user.
- Select Audit.
- In the displayed Audit Events dialog up to the last 10 events will be displayed for the user. If there is a specific time period you want to audit for the selected user, select the date and time along with any other options needed to display the specific user and click Submit.
- Browse the list of events that are generated for the selected time period.
Deleting a user
To delete a user:
- Select Users from the Navigation Panel.
- In the displayed Users View, click on the Operations arrow icon next to the relevant user.
- Select Delete.
- In the displayed confirmation message, click OK.
Managing groups
A group is an association of users with common characteristics and purposes. You create groups to simplify administration generally, and specifically to make project administration more efficient.
Creating a new group
To create a group:
- Select the Groups option from the Navigation Panel. The Groups view is displayed.
- Select the Add Item icon, and the New Group Properties dialog is displayed.
- Define Group Name (Mandatory) and Description in the appropriate text fields. You can also assign users to the group, as described below.
- Save your settings. The Groups view returns to the workspace, with the Group Name and Description displayed alongside the newly created group in the list.
Assign a user to a group
To assign users to groups:
- Click the arrow icon next to Groups from the Navigation Panel.
- From the displayed list of groups, click on the group to which the new user will belong. This opens the Group Properties pane.
- Select the Add icon option to open the Add Users to Group dialog.
- Select a user to add from the list of available users.
- The new user is added at the bottom of the user list. You can sort the list by clicking on the User Name heading.
Delete a user from a group
You can delete a user from a group at any time.
To delete any user from a group:
- Select Groups from the Navigation Panel.
- From the displayed list of groups, click on the group from which the user will be deleted. This opens the Group Properties pane.
- Select Delete from the drop-down menu adjacent to the user that you intend to delete.
- Confirm the deletion request, knowing that confirmation removes the user from the group.
- The user is removed from the Group Members list.
- Save changes to the group after deleting the user.
The need to save an action depends on the context of the procedure just complete. If you perform a procedure within a Summary View for a selected object, confirming a deletion enforces the change. If, however, you delete an object within the Properties Editor of a separate object, you must save the parent object to enact the change. For instance, to complete the deletion of a user from a project, you must save the project.
Copying a group
To copy a group:
- Select Groups from the Navigation Panel.
- In the displayed Groups View, click on the Operations arrow icon next to the relevant group.
- Select Copy.
- In the displayed Properties for New Group dialog, define settings as required.
- Click the Save icon to save your settings.
Editing a group
To edit a group:
- Select Groups from the Navigation Panel.
- Click on the relevant group name in the Groups View.
- Modify the group settings as required. Note that you cannot modify the Group Name field.
- Click the Save icon to save your settings.
Auditing a group
To audit a group:
- Select Group from the Navigation Panel.
- In the displayed Group View, click on the Operations arrow icon next to the relevant group.
- Select Audit.
- In the displayed Audit Events dialog up to the last 10 events will be displayed for the user. If there is a specific time period you want to audit for the selected user, select the date and time along with any other options needed to display the specific user and click Submit.
- Browse the list of events that are generated for the selected time period.
Deleting a group
To delete a group:
- Select Groups from the Navigation Panel.
- In the displayed Groups View, click on the Operations arrow icon next to the relevant group.
- Select Delete.
- In the displayed confirmation message, click OK.
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Sylvia Wiebe
Ashley Pearson
Sylvia Wiebe