Managing users
The BMC Helix Data Manager Workbench enforces access permissions to the Workbench and functionality within the Workbench. To access the Workbench, users must be registered by a user with appropriate administration permissions. Users may only access the functionality they have permission to access as determined by their roles. Users can perform migrations only for AR System systems to which they have been given access. Using permissions prevents unauthorized access to systems or functionality for Workbench users.
You can create and manage users manually or automatically (when registering your systems). You can assign each user to one or more roles.
Roles and permissions
BMC Helix Data Manager Workbench supports the following roles, which can be assigned to individual user accounts.
Role | Permission |
|---|---|
cmt_user |
A user with the cmt_user role may not make changes to data, perform data migrations or create migration packs. |
cmt_migration_pack_creator |
|
cmt_migration_user |
The user is restricted to the systems to which they have been granted access. |
cmt_data_extract |
|
cmt_system_registrar |
|
cmt_user_admin |
|
cmt_super_user | By default, a super user account is created when BMC Helix Data Manager is installed with the user name hdm and the same password. Make sure to change this password after installation.
|
In addition to this functional role-level access, BMC Helix Data Manager Workbench enforces BMC Helix ITSM level permissions. Users can perform actions against BMC Helix ITSM systems to which they have been given explicit access.
This does not prevent a user with access to target system A from running an import job where the data came from source B (to which they do not have access), nor does this prevent a user with access to B exporting data that is destined for A (to which they do not have access).
To manage users
- To open the Users Accounts & Roles page, select Configuration > Users & Roles.
- To view the details of a user account, select the account from the list at the top of the page.
- To create or modify a user account, click the Create or Modify icons on the left.
To confirm or cancel a create or modify operation, click the buttons on the right of the fields panel. To register a user account, enter the following data.
Field
Description
User Name
The unique login used by the user to access the BMC Helix Data Manager Workbench.
Password
The password used by the user when logging into the BMC Helix Data Manager Workbench.
First Name
The first name of the user.
Last Name
The last name of the user.
Email address
The email address of the user.
- To view a list of roles assigned to the selected user account, click the Roles tab.
- To add a new role to the user account, select a role from the Role list, and click Add.
To remove a role, select it and click Remove. These changes will take immediate effect. - To view the systems to which the user has access, click the Systems tab.
Users can perform only migrations for BMC Helix ITSM systems to which they have been granted access. Users who have been granted the super user or BMC Helix ITSM system access roles are exempt from this restriction. You can administer the access that a user account has to BMC Helix ITSM systems from the user account or from the BMC Helix ITSM System administration view. - To add a new BMC Helix ITSM system to the user account, select the system from the Remedy System list, and click Add.
To remove a BMC Helix ITSM system, select it and click Remove.
These changes take immediate effect.
To enable users to perform data migrations
- Select Configure > Register & Configure Systems.
- Select the environment.
- Click the User tab.
- Select a user, and click Add.