Users (USER)

The Users page of the Administration perspective lists all Users of a Client and displays all relevant User information. Right-clicking a User opens a context-menu which provides all functions available such as adding, deleting, renaming Users, etc. On Client 0, this page lists all Users defined on all Clients in the system and, in addition to the tasks available for all Clients, allows you to move Users from Client 0 to another Client.

Tip: When working with the Automation Engine system, you may need to work with many objects, lists and monitors simultaneously. To make your work easier, you can open them in different browser windows and arrange them side by side on your screen. For more information see Showing Windows Side by Side.

Object Definition

This page includes the following:

Overview

To access the Automation Engine system you must define at least one User. Single Users are created as User objects.

The first User of a new Client must be defined in system Client 0; then it must be assigned to the already existing Client. To move the User to the target Client you can use the Duplicateand Move functions from the context menu. If this User has the required privileges, all further Users can then be created in the numbered non-system Client.

Username conventions: Usernames consist of the name of the Users and their departments separated by a slash. A maximum of 200 characters is allowed for this combination. 

Users in Client 0

By default, the Client 0 contains the following User object/password combination:

In Client 0 you can add, edit, disable, rename, delete and duplicate the Users defined in any Client in your system. You can select just one User or you can select multiple Users and perform these actions in bulk.

Notes:

Users in Clients 0001 to 9999

If you have created a local User and assigned the required authorization to it in a numbered non-system Client, you can use this local User to add further Users in the Client.

Provided you have the necessary rights, you can add, edit, disable, rename, delete and duplicate the Users defined in your Client. You can select just one User or you can select multiple Users and perform these actions in bulk.

Defining User Objects

The steps for defining Users are the same as for any other object. This section describes the settings that are specific to only User objects.

A User definition is made up of the following pages:

Carry out the following steps to define the User settings in the User object.

User Page

On this page you define many of the most relevant properties of the object. It consists of the following elements:

Title bar

Toolbar with the following buttons

General Settings

  1. (Optional) Use the rename function to change the Name field that is populated with the entry you made when you added the object. For more information, see Renaming Objects and Folders.

  2. A new User is active by default. Activate User is locked to deactivate it.

    Entering the wrong password multiple times can result in locking the User. Also if a User is deactivated, tasks associated to that User object continue running.

  3. You can select the LDAP connection option only when LDAP is configured for the Automation Engine. This means that the User login will be authenticated by a directory service such as the Microsoft Active Directory, rather than by the system.

    If you activate this option, most of the fields on the page are disabled because data is retrieved from the User definition in the other directory service. The only ones that you can still specify here are the User Status options and Email 2.

    Activating LDAP connection also activates the Synchronize data with LDAP now button. Click it to fill the fields with the User data from the directory service. The values that are retrieved from the LDAP settings will be grayed out and the fields disabled.

    Note: You can also activate the LDAP connection directly from the User list. Select one or more Users, right-click and select Activate LDAP Connection from the context menu. If you do so in Client 0, you can activate it for User from different Clients in a go.

  4. The Distinguished Name (DN) field is only available if the LDAP connection is activated.

    For an Oracle Directory server as LDAP server you have to define at least one User in this field. Additional Users may be synchronized.

    The parameter VALUE in the UC_LDAP_EXAMPLE System variable will be ignored.

  5. The User First/Last Name are displayed in various areas of the User Interface.
  6. Optionally enter the E-Mail 1/E-Mail 2 addresses. The User can be alerted this way via an e-mail SNMP connection.

Password Policy

By default, the password of new Users is always pass. It must be changed either immediately or with the next logon of the User.

The criteria to be adhered to when specifying a password are defined by the system administrator in the UC_CLIENT_SETTINGS variable (see UC_CLIENT_SETTINGS - Various Client Settings). In addition to the required password structure, this variable also determines the intervals in which passwords must be changed, the number of failed login attempts that is allowed, the default password for new Users, etc.

  1. Activate Change Password to assign the User a new password. This activates the password input fields.
  2. Enter the new password twice, once in Password and then again in Confirm password.
  3. Alternatively, activate User must change password at next login. The User will have to login first using the assigned password and change it after that.
  4. Activate Password never expires if your company's policy does not require regular password changes.

Tip: Avoid special national language characters (umlauts (ä), accents (è), special letters (ß), etc.) if Users are in various international locations. Not all keyboards in all countries support such characters.

Advanced Settings

In this section you can limit the times and days that this User can log in suing a Calendar object.

  1. In Logon allowed from to specify the period of time in hours and minutes within which the User can logon to the system. Outside this time, any logon attempt will be denied.
  2. Select the Calendar and a Calendar Event that contains the dates on which the User will be able to logon to the system. Logon attempts outside these dates will be denied.
  3. Select the Time Zone that will be applied to this User. If you leave this option empty, the Client's predefined Time Zone is used.
  4. Optionally, in Default Login select the Login object that contains the necessary information for the agent.

User Session Settings

  1. In Max. parallel sessions select the maximum number of parallel logins you will allow for this User.

    Selecting 0 enables unlimited parallel access.

  2. In Min. activity refresh select the minimum time interval (in seconds) for refreshing the following views in the Process Monitoring perspective:

    • The list of Tasks.
    • The Schedule Monitor.
    • The Workflow Monitor.

    Process Monitoring Users can customize these intervals on the User and session Settings dialog. The value that you enter here affects the default value that is displayed in the User and session Settings dialog as follows:

    Min. activity refresh

    • Lower than 60 seconds

    • 60 seconds

    • Greater than 60 seconds

    Default option (Settings dialog)

    • 60 seconds

    • 60 seconds

    • Taken over from Min. activity refresh

    User Defined option (Settings dialog)

    • Taken over from Min. activity refresh

    • 60 seconds

    • Taken over from Min. activity refresh

    For more information, see The Task List.

    Notes:

    • By default, this value is 60 seconds, the minimum value is 10 seconds.
    • If the User clicks the Refresh button between the defined intervals, the system will ignore the new refresh request and finish processing the previous one. This prevents the system from getting jammed up with multiple refresh requests in rapid succession.
  3. Switch to the User Group page, where you can assign the current User to one or more User groups. This will determine the User's rights to objects and privileges. See Assigning the User to User Groups.

  4. If you'd rather define the Authorizations and Privileges in the User Object itself and not via a User Group, open the Automation Engine sub pages:

    1. On the Authorizations page you grant or deny rights to access and/or work with Automation Engine objects, files, execution data, reports, etc. See Granting Automation Engine Authorizations for a detailed description.
    2. On the Privileges page you grant or deny rights to functions. See Granting Automation Engine Privileges for a detailed description.
  5. Save your changes

Next Steps

Assign authorizations and permissions to the User object. You have the following possibilities:

Working with the Users List

The Users list displays all the Users available in the Client that you are logged into. In Client 0, the list displays all the Users defined in the system.

The list displays the following columns by default:

The following columns are also available:

For more information, see Working with Tables.

Click the refresh icon at the top right-hand corner of your environment to refresh the current view.

Click the export button on the top right corner of your environment to export the currently visible data to a CSV file.

Note: Depending on the browser you are using, you will either be prompt to define the location of the file or you will find it at the bottom of your browser.

Searching for Users

The Search User box is an additional search field that is displayed only in the Users page and allows you to search for a specific User. To do so, type the text or part of the text you are looking for and all the Users that meet your search criteria will be displayed in the User list.

Note: The search is not limited to the Username but covers also First name, Last name, and, in Client 0, the Client and Client Title.

Using Filters

It is possible to use different filters to customize the content of the User list. You can search for Active and/or Inactive Users as well as for Locked and/or Not locked Users. Client 0 also allows to filter the data of a certain Client.

To Use the Filter Function

  1. Click Filter to open the filter pane.
  2. Click Active to open this section and select Active or Inactive to see the corresponding Users.
  3. Click Locked to open this section and select Locked or Not Locked to see the corresponding Users.
  4. In Client 0, click Client to see the Clients available and select the relevant Client or Clients.
  5. At the bottom of the filter pane, click Filter to apply your filter criteria or Reset to go back to default (unchecked).

Notes:

Managing Users

To Duplicate a User

This function allows you to duplicate an existing User which is particularly useful when creating Users with the same authorizations and privileges.

  1. Select a User and do one of the following:

    • Right-click and select Duplicate  
    • Click Duplicate in the toolbar

  2. On the Duplicate User dialog, define a new Username by entering a new name and department.

  3. Click OK.

    The new User is now available on the Users list and has the same setup and rights assigned to the original User.

Important! In Client 0, this function is only available for Client 0 Users. It is no possible to duplicate Users from other Clients available in the Users list.

To Rename a User

This function allows you to edit the name of an existing User.

  1. Select a User and do one of the following:

    • Right-click and select Rename  
    • Click Rename in the toolbar

  2. On the Rename User dialog define a new Username by entering a new name and department.

  3. Click Rename.

Refresh the Users list to see the User listed with the new name.

(Client 0 only) To Move Users

When setting up a system, you can create your Users in Client 0 and then move them to their corresponding Clients. You can do so either individually or in bulk.

Important! This function is only available in Client 0 and for Client 0 Users. It is not possible to move Users from other Clients.

  1. Select one or more Users and do one of the following:

    • Right-click and select Move User  
    • Click Move User in the toolbar

    If you are moving a single User, the User is displayed in a dialog box. If you are moving multiple Users, the dialog only shows the number of Users that you are moving.

  2. Open the Client dropdown list and select the relevant Client.
  3. Click Move.

To Activate or Deactivate Users

This function allows you to activate or deactivate one or more Users. This option is particularly useful if you want to temporarily set a User to inactive without having to delete it and redefining it at a later point.

  1. Select one or more Users and do one of the following:

    • Right-click and select Activate/Deactivate  
    • Click Activate or Deactivate in the toolbar

  2. Confirm your action if you are deactivating more than one User. The system displays the number of Users you are about to deactivate.

  3. Click Deactivate.

Note: In Client 0, you can select and activate and/or deactivate Users from different Clients at the same time.

To Activate or Deactivate the LDAP Connection

If LDAP is configured for the Automation Engine, you can activate the LDAP connection for Users. This means that the User login will be authenticated by a directory service, such as the Microsoft Active Directory, rather than by the system.

  1. Select and right-click one or more Users.

  2. Select Activate/Deactivate LDAP Connection.

    Important! Make sure the Users selected have the same LDAP connection status, otherwise this option is not available.

  3. Confirm your action:

    • If you have selected more than one User, the dialog indicates the number of Users you have selected.
    • if you have selected only one, the dialog displays the name of the User selected.
  4. Click Activate/Deactivate.

Note: In Client 0, you can select and activate/deactivate the LDAP connection for Users from different Clients at the same time.

Tip: Alternatively, activate/deactivate this option in the User definition.

To Delete Users

This function lets you remove Users.

  1. Select one or more Users and do one of the following:
    • Right-click and select Delete
    • Click Delete in the toolbar
  2. Confirm your action:
    • If you have selected more than one User, the dialog indicates the number of Users you are about to delete.
    • if you have selected only one, the dialog displays the name of the User you are about to delete.
  3. Click Delete.

See also: