The following settings apply to user accounts. Depending upon the user account type, some settings will not be applicable. To access a user's account details see Editing a user account.
General tab
First Name and Last Name are the user's real names.
Account is the user account name. This is automatically created once the user's first and last names are defined, although it can be edited. Note: The account separator (default '.') is set in the System Options by an administrator.
Password is the user account password that is required for the user to log into TIBCO Nimbus® .
Additional informational fields include their mobile phone number, work phone number and Email address for contact purposes.
Important: For users to receive notifications, such as To-Do notifications, a valid Email address must be specified.
Account Type is the user account type. For more information see About user accounts.
This account is not to be managed via LDAP will allow you to manage a user's account outside of LDAP. By deselecting this option you can configure any of the parameters, for example user name, password, etc., for a particular user account. LDAP will ignore the user account when synchronization occurs. Note: This option is only displayed if LDAP has been enabled. See the Administration Guide that is supplied on the CD for more information on LDAP synchronization.
Details tab
Provide details about the user.
Reports To is the user's line manager. Past due (overdue) To-Do notifications are sent to users' line managers.
Job Title is the user's job title.
Comment allows you to add a comment about the user (such as favorite animal).
The URL substitution field allows dynamic URL links that are user-specific to be defined in diagrams. If <USER> appears in a URL link then it will be replaced by whatever text appears in the URL substitution field for a specific user when the user accesses the URL. For example, USER1 has a URL substitution of DEV and USER2 of CON. A diagram URL link is defined as the following:
http://companyx/example/list.asp&dept=<USER>&view=1
When USER1 launches the URL they will be directed to http://companyx/example/list.asp&dept=DEV&view=1.
When USER2 launches the URL they will be directed to http://companyx/example/list.asp&dept=CON&view=1.
Preferred Server allows you to choose the URL of the Web Server to send out in email notifications to a particular user, assuming multiple Web Server installations exist. If no Web Server is specified then the default Web Server will be assumed. The Web Server URLs are defined in the ServerURL.npdta file (.../TIBCO Nimbus/Process Repository).
Landing Page allows you to choose a landing page for the user. A landing page is a URL, such as a TIBCO Nimbus® Web Server page, that users will be directed to after logging in to the Web Server.
Notes: Landing pages are defined in the System Options - General. Administrators can specify a default landing page for all authors and contributors. However, specifying a landing page for individual users will override the default landing page.
Hint: To specify a landing page for multiple users, hold Ctrl and select the users in the User Accounts window and then right-click a selected account and choose Set Landing Page.
Street Address, City, State/Province, Zip/Post Code, Country are the user's address details.
Additional tab
Provide any additional information about the user.
Note: This tab may not be present if the system has not been configured to enable additional information to be supplied (see Users in the system options for information about associating a data table with user accounts).
Settings tab
The following roles and settings are available for Process Authors:
Allow Map Packaging allows users to package maps that they have access to.
Allow Unpackaging allows users to unpackage maps into the Process Repository.
Allow Folder Create, Rename and Delete allows users to create, rename and delete map folders in the Process Repository.
Allow Creation of New Maps allows users to create new maps in the Process Repository.
Allow Access to Maps Page allows users to access the Maps page.
The following settings allow you to define how SAP transactions are launched (note: SAP must be enabled and configured by an administrator):
Allow user to select either SAP GUI or SAP web interface allows the user to launch SAP transactions in both the GUI and web interface environments.
Use SAP transaction launcher allows the user to launch SAP transactions only in the SAP GUI.
Use SAP web interface allows the user to launch SAP transactions only in the SAP web-interface environment.
Action Manager allows users to manage users' actions.
Action Creator allows users to create actions.
Data Tables Manager allows users to create data table definitions and data table folders. These users can also delete and modify data table definitions and data table folders for definitions and folders where they have been granted read/write access.
Data Tables Administrator allows users to create, modify and delete any data table definition and data table folder regardless of access rights.
Rules Manager allows users to create, delete and modify highlight rules.
Storyboard Manager allows users to create, delete, modify and publish storyboards that they have access to.
Scorecard Manager allows users to create, delete and modify scorecards that they have access to.
Scorecard Editor allows users to modify existing scorecard records.
Statement Set Manager allows users to create, delete and modify statement sets.
Statement Set Administrator allows users to create, delete and modify statement sets regardless of access rights
Account Manager allows users to create and manage non-administrator type user accounts.
Central Resource Manager allows users to manage the Central Resource Library. Users can add, delete and edit central resource values. By default these users can see all central resource rates.
See Central Cost allows users to see the cost rates of central resources.
Local Resource Manager allows users to create, edit and delete local map resources.
Report Manager allows users to create, edit and delete scheduled reports.
The following roles and settings are available for Contributors in the Web Server:
Change Subscription allows users to subscribe and unsubscribe from diagrams and documents.
Access Logs allows users to view audit, acknowledgement and change logs.
Send Emails allows users to send emails to diagram owners and authors.
See Diagram Details allows users to view the details of diagrams.
Allow Access to Maps Page allows users to view the Maps page (requires Change Module).
The following settings allow you to define how SAP transactions are launched (note: SAP must be enabled and configured by an administrator):
Allow user to select either SAP GUI or SAP web interface allows the user to launch SAP transactions in both the GUI and web interface environments.
Use SAP transaction launcher allows the user to launch SAP transactions only in the SAP GUI.
Use SAP web interface allows the user to launch SAP transactions only in the SAP web-interface environment.
Action Manager allows users to manage users' actions requires (requires Action Module).
Action Creator allows users to create actions (requires Action Module).
See Central Cost allows users to see the cost rates of central resources (requires Change Module).
See Feedback allows users to view all feedback for process content that they have access to.
Add Feedback allows users to add feedback to process content.
See Change Requests allows users to view all change requests for process content that they have access to (requires Change Module). Note that users can still progress changes requests assigned to them without this option enabled.
Add Change Request allows users to add change requests (requires Change Module). Note that users can still progress change requests assigned to them without this option enabled.
See Draft Documents allows users to view draft documents (access rights apply).
See Promotion Ready Documents allows users to view draft documents but only if they have been authorized and are awaiting promotion (access rights apply).
See Draft Maps allows users to view draft diagrams (access rights apply).
See Promotion Ready Diagrams allows users to view draft diagrams but only if they have been authorized and are ready for promotion (access rights apply).
See Scenarios allows users to view scenario diagrams (requires Change Module).
Change the Diagram Scale allows users to change the scale of diagrams.
Document Registry tab
The following rights are available for Process Authors and Contributors in the Document Registry.
Access Rights defines the level of access the user has in the Document Registry:
Administrator provides full access and administrative rights to the Document Registry.
Default provides almost full access to the Document Registry with no administrative rights. These users cannot add folders, import links from a map or change the Document Registry system default layout.
Read Only provides only read access to the Document Registry or map attachment links that relate to the Document Registry.
Access Denied restricts users from accessing the Document Registry. Note: For users to launch documents in process maps they must have the Allow Launch option enabled.
Allow Launch allows users to launch documents from process maps (this applies only if the user has not been granted access to the Document Registry).
Allow Delete allows users to delete documents that they have read/write access to in the Document Registry (requires Change Module).
Membership tab
Group membership is selected here. For more information see About user groups. To add the user to a group, select the group from the Available Groups list and click Add user to group(s) . Multiple groups can be selected by holding Ctrl.
Information
View information about the user. Click Registered Devices to view a list of the different devices that a user has downloaded storyboards to. You can remove a device from a user's account, for example if a user has a new PC. Select the device and from the File menu choose Delete.
Profile
Provide additional information about the user and add a photo to their profile. You can also enable or disable subscription settings for a user.
Notify me when a user leaves a feedback item will email the user when another user leaves feedback for any diagrams or documents that the user is subscribed to.
Notify me when a user leaves a reply to a feedback item will email the user when another user replies to feedback for any diagrams or documents that the user is subscribed to.
Hint: To specify the subscription settings for multiple users, hold Ctrl and select the users in the User Accounts window and then right-click a selected account and choose Change Subscription Settings.
About Resources
About Roles
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