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Manual

Manual

4.12. User-role concept

4.12.1. Create users
4.12.1.1. Create database user by database internal administration
4.12.1.2. Create database users in database via access from PARTadmin
4.12.1.3. Create users on the side of PARTsolutions via PARTadmin (dialog User-Role assignment) / plinkusers.cfg -> Block <user name>
4.12.1.4. Create database user on the side of PARTsolutions via PARTadmin (dialog "Database user")
4.12.1.5. Role sequence in the dialog box "Select role" / plinkusers.cfg -> Block [<role_name>] -> Key "GROUPORDER"
4.12.2. Create and configure roles
4.12.2.1. Tabbed page "General"
4.12.2.1.1. Dialog box for role selection - plinkgroups.cfg -> Block [Role name] -> Keys "DESC" and "IMAGE"
4.12.2.1.2. Preferred ranges - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"
4.12.2.1.3. Display condition for parts selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"
4.12.2.1.4. Viewing condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"
4.12.2.1.5. Show table row but hide LinkDB content - plinkgroups.cfg -> [Role_name] -> Key "CONDITION"
4.12.2.1.6. Columns to be displayed - plinkgroups.cfg -> Block [Role_name] -> Key "VARSUSED / VARSHIDDEN"
4.12.2.1.7. Export condition - plinkgroups.cfg -> Block [Role_name] -> Key "EXPORTRESTRICTION"
4.12.2.1.8. Export information (tooltip) at status lights - plinkgroups.cfg -> Block [Role_name] -> Key "TOOLTIPTEXTEXPORTON" / "TOOLTIPTEXTEXPORTOFF"
4.12.2.1.9. Release certain directories for export - plinkgroups.cfg -> Block [Role_name] -> Key "EXPPRJTAB" / plinktemplates.cfg
4.12.2.1.10. Hide catalogs - plinkgroups.cfg -> Block [Role name] -> Key "HIDELIST"
4.12.2.2. Tabbed page "PDM"
4.12.2.3. Tabbed page "Display"
4.12.2.3.1. Status indicating icons in table - plinkgroups.cfg -> Block [<Role_name>] - Key "BMPCONDITION0"
4.12.2.3.2. Status colors for catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "COLORCONDITIONTREE<number>"
4.12.2.4. Request ERP number per e-mail
4.12.2.5. Tabbed page "Translations"
4.12.3. User-Role assignment
4.12.3.1. User-Role assignment / plinkusers.cfg -> [<role name>] -> Key "GROUPS"
4.12.3.2. plinkcommon.cfg -> Block [Common] -> Key "CADENAS_PRESELECT_LINKDB_GROUP" - Role selection by environment variable

Setting up the user-role concept is done in PARTadmin -> category PARTsolutions -> ERP environment.

Category: ERP environment with the subcategories User and Roles.

Category: ERP environment with the subcategories User and Roles.

  • Central point of the user-role concept is the rights administration. See Section 1.3.9.9.1, “ Rights administration ”.

  • Different users are created with one or several roles.

  • The rights and thus the user interface can be specifically designed so that part selection and new creation of parts can be controlled.

  • The corresponding dialogs are found under category ERP environment with the sub-categories User and Roles.

In the following the most important substeps for the creation of the user-role concept are described.

General notes on the concept can be found under Section 4.1.5, “ User-role concept”.

A detailed description on the creation of the single roles can be found under Section 4.12.2, “ Create and configure roles ”.

Basic approach:

  1. Create Database user in the database:

  2. Create users in PARTsolutions, in the configuration file plinkusers.cfg.

    On the side of PARTsolutions users are stated under category ERP environment -> sub-category User -> dialog area User (in order to set up the role assignment afterwards).

    All created users are saved in the configuration file $CADENAS_SETUP/plinkusers.cfg. Each user is represented by its own block.

    [ecat]
    GROUPS="ECAT1","ECAT2"
    GROUPORDER="ECAT1","ECAT2","ECAT3","ECAT4","ECAT5","ECAT6","LOC1","LOC2","LOC3"
    
    [location]
    GROUPS="LOC1","LOC2"
    GROUPORDER="ECAT1","ECAT2","ECAT3","ECAT4","ECAT5","ECAT6","LOC1","LOC2","LOC3"

  3. Create and configure Roles

    Roles (groups) are managed under ERP environment -> Roles. Any rule, very complex ones as well, can be specified here.

    Details on this can be found under Section 4.12.2, “ Create and configure roles ”.

  4. User-Role assignment

    The assignment of users and roles happens under category ERP environment -> sub-category User -> User-Role assignment

  5. Under Rights administration -> tabbed page Assign rights -> ERP -> Configuration, assign users or groups a configuration.

    Group "Augsburg": Priority 1

    Group "Augsburg": Priority 1

    Due to the "Assign rights" option you do not need a separate configuration (=ERP user) for each real user (user or group).

    Configurations (=ERP users) are just specified by a list of roles. So if there are several "real users" (user or group) which may take the same roles, then you just need one configuration for this. Under Users/groups you can select Windows groups and/or Windows users, for example.

    For example, at first you could define a group with less rights (see entries under Profiles) and then define a single user with more rights, which however is member of the same group. In order to avoid conflicts, assign a higher priority to the single user than to the group.

    Single user: Priority 2

    Single user: Priority 2