Configuring the User Catalog

My Catalog is the personal, interactive dashboard of operators. It provides real-time data on the objects they are entitled to work with and links to them. From here they can perform all the actions necessary for their daily work. System administrators configure and maintain the My Catalog perspective for operating users and for developers and object designers.

As an administrator user, take a look at Example: Configuring the User Catalog for an example of how to configure User Catalogs.

My Catalog is available as Process Automation widget from the Dashboard. See Process Automation Widgets.

Purpose of My Catalog

My Catalog gives users direct access to the folders and objects that they are entitled to work with. Depending on their authorizations, My Catalog lets users perform the following functions:

• Open an object in read-only mode and see its details, including the estimated runtime (if available)
• Execute objects
• Open the task monitor and, if necessary, react immediately
• Modify the task properties at runtime, provided they have the necessary rights
• Open the last report created for the task
• Access the execution data of an object

Configuring the My Catalog for an Operator

Configuring the My Catalog is a task for system administrators who define and manage Users and User Groups, their authorizations and privileges. Specific privileges are necessary for configuring the My Catalog.

The standard My Catalog dashboard contains two panes, Activities and History. A third one providing audit details on the user activities is also available but switched off by default. If you want to have it also displayed, set the OBJECT_AUDIT key to Y in the client settings. For more information, see User Activities Widget and UC_CLIENT_SETTINGS - Various Client Settings.

Prerequisites

• The User object is available and configured
• The User object is part of a User Group
• The User Group has the appropriate authorizations and rights to the objects the operator needs
• The User Group has the Privilege to Access to My Catalog

Procedure

User Groups are the basis of the My Catalog configuration. They contain the information about the rights and authorizations on objects and folders that the users in the group have. When you create a User Group in the Administration perspective, it is automatically available in the User Catalog list of the Process Assembly perspective when you next log in. In the User catalog list, you arrange the folders and objects that will be visible to the users in their My Catalog perspective.

The User Catalog list allows you to arrange

1. Create and configure the User Group in the Administration perspective.
2. Go to the Process Assembly perspective and expand the User Catalog list on the Explorer tab. The User Group is available here (you may have to log in again to be able to see it).
3. Add the necessary folders to the User Group. Right-click anywhere on the list and select Add Folder.

4. Add objects to the folders.

   1. Search for the first object and right-click it to select Add to User Catalog.
   2. In the Add to User Catalog dialog, select the folder to which you want to add it.
   3. Do the same with all the objects you want to assign to the User Catalog.

   Notes:

   • To find objects, you can use the Global Search.
   • Objects added to the User Catalog are links to the original objects. For more information, see Object Links.

From now on, when the Users in the User Group log in to the Automic Web Interface, their My Catalog perspective displays the folders and objects that you have added to the User Catalog list in the Process Assembly perspective

See also:

• My Catalog Perspective
• Example: Configuring the User Catalog