ARCHIBUS Administrator - User and Security overview

ARCHIBUS Administrators for User and Security will find their tasks on the Process Navigator of Smart Client or Web Central at:

System Administration/ARCHIBUS System Administration/ARCHIBUS Administrator - User and Security role on the Process Navigator

ARCHIBUS Administrators - User and Security will find their documentation in both ARCHIBUS Help and ARCHIBUS System Management Help:

the System Administrator and ARCHIBUS Administrator sections of the Contents of System Management Help
the ARCHIBUS Web Central User's Guide/ARCHIBUS Administrator - User and Security section of the Contents of ARCHIBUS Help

ARCHIBUS Administrator - Users and security is organized as follows:

License Management

Use these tasks to obtain information about the version of ARCHIBUS, the version of the database, current license usage, and current users:

Security Groups and Roles

Add or Edit Security Groups: Create security groups that determine to which ARCHIBUS information a user has access. Security groups can control the Process Navigator entries a user can see, as well as the database fields a user can view and edit. For example, you can establish that only users in the Finance security group can view and edit the fields in the Employees table holding salary data, and only users in the Finance security group have access to the Analyze Finances application of the Building Operations domain.
establish application-level security (assigning users to security groups, and assigning security groups to processes and roles). A user can be assigned to only one role, but that role can include up to ten security groups. See Introducing ARCHIBUS Application Security
manage role-based security, passwords, and user management for all users – Web Central users, CAD, BIM, and Smart Client users. You can edit the centralized group, role, user, and security assignment information from either Web Central or the Smart Client.
Add or Edit User Roles: Run this task to add new user roles, or edit existing ones. See Getting Started with Roles, Users, and Processes.

User Management

Add or Edit Users: Run this task to add or edit information for new users.
Edit My Favorites List: Users may wish to put frequently-used tasks on a favorites list so that they can easily access them without drill down through the Process Navigator.
Assign Processes to Users: Run this task to determine the Process Navigator entries (processes and roles) for a particular user.
View Users and Processes: View a list of all users and the applications and processes to which they are assigned. The screen is initially sorted by User Name, but you can change the sort to application or process.
View Users by Process: Select an application and then a process to see the users assigned to it.
Create User Identities from Employees Synchronizing Users and Employee Identities:The ARCHIBUS Users table and the Employees table both hold information about ARCHIBUS users. Use these tasks to synch your user and employee data and set up email addresses to support the system's automatic email notification features.
Password-related tasks: See Password Encoding Overview.

Required Skills

To make these types of changes, ARCHIBUS administrators should:

be proficient in using the System Administration/ARCHIBUS Administrator views in ARCHIBUS Web Central and Smart Client.
understand their site’s needs so that they can configure the program accordingly
understand their site’s security needs so that they can configure the security features