Use this window to set up a new group or edit the details of an
existing group.
The
Group Details window contains the following
areas:
Group setup area
Complete
this area as follows:
- Group Name
- Type a unique name for the group. If you are editing a group, you cannot
change the name.
Tip: When creating
ObjectServer objects, their names must begin with an uppercase or
lowercase letter, followed by uppercase or lowercase letters, numbers,
or underscore (_) characters, up to 40 characters in length. User,
group, and role names can be any text string up to 64 characters in
length and can include spaces. Names of ObjectServer objects are
case-sensitive.
- Group ID
- Specify a unique numerical identifier for the group. If you are editing
a group, you cannot change the group ID.
- Description
- Type a meaningful description for the group, or update the description.
Roles tab
Use this
tab to assign roles to the group. When you assign a role to a group of users,
any user added to that group assumes the security permissions granted to the
role. Complete this tab as follows:
- Available Roles
- This list displays the available roles that you can assign to the group.
To assign one or more of these roles, use the arrow keys to move the roles
to the Applied Roles list.
- To move all roles to the Applied Roles list, click >>.
To move a single role or multiple roles to the Applied Roles list,
select each role and then click >. You can use the
SHIFT key for consecutive selections, or the CTRL key for non-consecutive
selections.
- Applied Roles
- This list displays the roles that are already assigned to the group. To
unassign roles, use the arrow keys to move the roles to the Available
Roles list.
- To move all roles to the Available Roles list,
click <<. To move a single role or multiple roles
to the Available Roles list, select each role and then
click <. You can use the SHIFT key for consecutive
selections, or the CTRL key for non-consecutive selections.
- Add new role
- Click this button if you want to create a new role that can then be assigned
to this group. The Role Details window opens. Complete
this window and save your changes.
- When you return to the Roles tab, the new role
will be added to the Available Roles list. You can
then add this role to the group.
Restriction
Filters tab
Use this tab to specify any restriction filters that
you want to apply to the group. You can use restriction filters to prevent
the group of users from viewing or modifying certain rows in ObjectServer
tables. Complete this tab as follows:
- All Restriction Filters
- This list displays the available restriction filters that have been set
up. To assign a restriction filter to the group, select the restriction filter
row and then click Add Restriction Filter. The selected
restriction filter is transferred to the Assigned Restriction Filters list.
- If no restriction filters have previously been set up, or if you want
to create a new restriction filter and assign it to the group, click New
Restriction Filter. The Restriction Filter Details window
opens. Complete this window and save your changes.
- When you return to the Restriction Filters tab,
the new restriction filter will be added to the All Restriction
Filters list. You can then assign this restriction filter to the
group.
- Assigned Restriction Filters
- This list displays the restriction filters that are assigned to the group.
To unassign a restriction filter, select the restriction filter row and then
click Remove Restriction Filter. The selected restriction
filter is transferred to the All Restriction Filters list.
Users tab
Use this
tab to assign users to the group. Complete this tab as follows:
- Non members
- This list displays the available users that you can assign as members
of the group. To assign one or more of these users, use the arrow keys to
move the users to the Members list.
- To move all users to the Members list, click >>.
To move a single user or multiple users to the Members list,
select each user and then click >. You can use the
SHIFT key for consecutive selections, or the CTRL key for non-consecutive
selections.
- Members
- This list displays the users who are already assigned to the group. To
unassign users, use the arrow keys to move the users to the Non
members list.
- To move all users to the Non members list, click <<.
To move a single user or multiple users to the Non members list,
select each user and then click <. You can use the
SHIFT key for consecutive selections, or the CTRL key for non-consecutive
selections.
- Add new user
- Click this button if you want to create a new user that can then be assigned
to this group. The User Details window opens. Complete
this window and save your changes.
- When you return to the Users tab, the new user
will be added to the Non members list. You can then
add this user to the group.
Saving your group details
After
creating or editing a group, you can save or cancel the changes made by clicking
the relevant button as follows:
- OK
- Click this button to save the group details and close the window. New
groups are added to the Groups pane.
- Cancel
- Click this button to close the window without saving your changes.