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Manual

Manual

5.6.1. Concept

The goal of the rights administration is to control user and role dependant processes.

The responsible PARTsolutions module is PARTadmin .

The set-up and the administration of the user-role concept is carried out under Category -> ERP environment .

Users are managed in the database. However, direct access to the database is possible via the ERP environment -> User in the dialog area Database user (if the login occurs with the appropriate administration password).

Users are announced on the side of PARTsolutions via ERP environment -> User -> User (in order to be able to carry out allocations later).

Roles (groups) are managed under ERP environment -> Roles . Any, even very complex rules can be defined here.

The allocation of users and roles is carried out under ERP environment -> User -> User-Role assignment

Where and how does the rights allocation have an affect?

The different rights allocations are visible in the following characteristics of the PARTdataManager:

  • Varying column displays

  • Restriction of displayed datasets in the table

  • Export restriction due to status lights (In the example at the right, only datasets with ERP numbers may be exported. These are set to green.)

  • Active or grayed buttons in the ERP toolbar

    Launching PARTlinkManager (in the toolbar third button from left): In the example image at the right not possible.

    Apply for release per e-mail (6th button from left): In the example image at the right possible.

  • Directory in the directory tree

    Green or red directories: only green ones contain parts with an ERP_PDM_NUMBER

    Hide directories

Example (see following image)

The following users are applied in the database:

For the user marked "ecat" the following roles, from those generally available, are activated:

  • ECATALL

  • ECAT1 BIS ECAT6

[Note] Note

Users and their passwords are managed in the database. In order to change user names and passwords further access options for the database are required.

From the dialog under PARTadmin -> Database user you can directly access the database and, for example, passwords may be changed.-

In the User-Role assignment dialog the user "ecat" was assigned the groups (roles) "ECATALL" and "ECAT1" to "ECAT6". After successful registration to the database the user can select within PARTdataManager which group (role) he wants to belong to in this session.

If role selection is seldom used, then it makes sense to activate the checkbox Remember selected role.

Now the last selected role is saved and the role selection dialog is suppressed as long as the user clicks on "Select group" again, or the saved role is no longer available for the respective user (setting in plinkusers.cfg).

Depending on which role the user decides on he has specific rights. The two images at the right show the different allocations of rights.

On this also compare the setting options for a general activation/deactivation of functions (show/hide buttons) under Section 5.9.1.3.3.2.2.1, “ Login mode ”.

User has right to apply ERP numbers

User has right to apply ERP numbers

User has no rights

User has no rights

The possibility for part export to the CAD system is given depending on status lights.

Green = Yes | Red = No

The following describes all part steps when creating a user-role concept:

  1. Apply a Database user in the database

  2. Establish User in PARTsolutions

  3. Carry out User-Role assignment

  4. Configure Roles