Security Examples

The following example includes creating a new role, creating a new user, and modifying an existing user.

See Also

Security

Creating a New Role

Roles are used to define the policies, database log ins, and global variables that are assigned by default to a user, enabling the creation of a standard set of defaults for different types of users.

1. Left click on the Security object to select it.

2. Right click on the Security object to display the menu, and select Create > Role.
   

3. The Creating Role screen is displayed.

4. In the Name field, enter USERS.
   

5. Click on the Next button at the bottom of the screen to continue.

6. The Roles/Policies screen is displayed next.  If you had other roles created, you could assign them to this role.  You can also assign policies to the role, which define what the user can access in the Xephr Studio.
   

7. Click on the Policies Tab.
   

8. We want the users that are assigned this role to be able to perform certain functions in the Xephr Studio, but be restricted from others.

9. In the Available side of the screen, select the following policies by holding down the Ctrl key on your keyboard and clicking on each policy:
   Can create new menus
   Can create new groups
   Can create new entities
   Can create new list of values
   Can create new images/files
   Can modify existing menus
   Can modify existing groups
   Can modify existing entities
   Can modify existing list of values
   Can modify existing images/files
   Can delete existing menus
   Can delete existing groups
   Can delete existing entities
   Can delete existing list of values
   Can delete existing images/files
   Can view menus
   Can view groups
   Can view entities
   Can view list of values
   Can view images/files
   

10. Click on the >> button to assign the policies to the role.
    

11. Click on the Apply button to continue.

12. The Adding DB Logins screen is displayed next.  On this screen, we can assign multiple database log-ins to determine which database-specific user is logging into the datasource.  
    

13. We are not assigning a separate database login to our role.  Click on the Next button at the bottom of the screen to continue.

14. The Adding Globals screen is displayed.  We are going to set up default global variables and values for the users to which this role is assigned.

15. Set up the following global variables and values.

    Name	Value
    ORG_UNIT_ID	100
    MAINMENU	MM

16. Once you have entered these two globals, click on the Finish button.
    

17. The role is added to the Roles section of the Security object:
    

18. Click on the Save button in the main toolbar.

Creating a New User

1. Left click on the User Information object to select it.  

2. Right click on the User Information object to display the menu and select Create-> User from the menu.
   

3. The Creating User screen is displayed.

4. In the First Name property, enter Training.

5. In the Last Name property, enter User.

6. In the Login property, enter train.

7. In the Password property, enter train.  The Login and Password values are used to log into the studio and the run time for the user.

8. In the E Mail Address property, enter your email address.

9. Leave the Datasource property set to (use parent).

10. In the Start Page property, enter MENU, which is created in the Menu Examples section.
    

11. Click on the Next button at the bottom of the screen.

12. The Roles/Policies screen is displayed next.  You can assign both roles and policies to a user.  When assigned a role, the user is also assigned the roles, policies, and global variables assigned to that role.

13. Left click on the USERS role in the Available column.
    

14. Click on the >> button to assign the role to this user.

15. We are not going to assign any additional policies to this user, so click on the Apply button to apply just the role.
    

16. The Set DB Logins screen is displayed.  If the user had access to multiple data sources, this is where the user ID and password for the user would be set up.  Our user only has access to the default datasource, so do not enter anything here.
    

17. Click the Next button at the bottom of the screen to continue.

18. The Set Globals screen is displayed.  This screen allows you to define global values by user.  These globals are assigned to the Xephr® session when the user logs in.  These globals will be in addition to the ones assigned to the role.  

19. Since we only need the globals assigned to the role for this user, click on the Finish button at the bottom of the screen to create the user.
    

20. The user is displayed in the Explorer Tree.
    

21. Click on the Save button in the main toolbar.

Modifying an Existing User

The administration user needs to be assigned the global ORG_UNIT_ID in order to run some of the lists of values in the system.

1. Right click on the Administrator, Xephr user.

2. Select Create > Global from the right menu.
   

3. Since you are modifying the currently logged in user, you will get a confirmation message.  Select Yes.
   

4. The Adding Globals screen is displayed.

5. In the Name field, enter ORG_UNIT_ID.

6. In the Value field to the right of the Name field, enter 100.
   

7. Click on the Finish button.

8. The global is added to the user.
   

9. Click on the Save button in the main toolbar.

Xephr is a registered trademark of NDS Systems, LC.

Copyright © 2007 NDS Systems LC.