PIMS User Guides

Managing Users from the Windows Client

Manage Users form specifies information about the user. It contains user personal information, group memberships, activity log, error log, task filters and start up forms. The Manage User option is available to administrators in the top menu of the Windows Client (CR3).

Creating a New User

To create a new user, open the Manage Users form and click on the “Create New User” button in the taskbar on the top.

Type in a Login, First Name and Last Name in the dialog box and click OK.

Now you need to set a User Mode. If user mode is set to Production, only objects (forms, reports) that are deployed to Production will be available for the user. A Test user will get new objects as soon as they are deployed to Test. If User Mode is set to Development, the user will be able to enter the database container, and he will be able to download an object that’s in “Development” state.

Next, you will need to give the user access to the correct security groups. Open Memberships tab and check the applicable groups in the list.

To only show groups that the user has access to uncheck the “Show Memberships Only”. You may limit the list of available groups by selecting domain or group from the drop-down lists.

Copy Group Memberships from Existing User

You may copy group memberships from existing users by clicking Other Tasks in the taskbar and choosing Copy Group Memberships from Existing User.

Select user to copy group memberships from in the dialog box and click OK.

Confirm the operation.

Delete Group Memberships for This User

Delete Group Memberships for a user by clicking “Delete Group Memberships for This User” in the “Other Tasks” menu in the taskbar. Next, you have to set domain for a user.

Manage shortcuts / favorites

This section describes how to edit and populate favorite objects in the shortcut menu. The content of a users shortcut menu is shown in the tab "Favorites Groups" in the manage user form.

If you want to populate favorite objects to a user, use Other Tasks "Populate Favorite Obejcts" as shown below.

Populate Favorite Obejcts


Favorite obejcts are managed from the Manage Navigation Items form. Objects that are checked in the "Favorite" column will apear in a users shortcut if "Populate Favorite Obejct" is executed for the user and the user has access to the object.

Manage Navigation Items form



Note that the content of the shortcut menu may vary from domain to domain as a user can have different access in domains.

Set Domain

Different sets of data are separated using “domains” (typically representing projects). On standard reports a user will only see data from his current selected domain. However, reports that retrieve data from several domains may also be made available.

A domain, could for example, be a company in an accounting database or a project in a Pims database.

To set domain for a user, click Set Domain in the taskbar.

Choose the domain in the dialog and click OK.

Next, you have to set password for a user.

Set Password

To set password for a user, click Set Password in the taskbar.

Type in the password in the dialog and click OK.

Now a user is fully created.

Disable User/Enable User

Disable User removes the database user and server login, but leaves the user record in stbl_System_Users table as an expired user.

Enable user will create a server login and a database user also updating the record of the user in stbl_System_Users as not expired user.

Remove User Account

Deletes the user from stbl_System_Users table.

Create Mail Box

If the AppFrame database includes functionality for sending e-mail, you might need to create a mailbox for the user.

To create a mail box click Other Tasks and choose Create Mail Box in the taskbar.

Type in E-mail address and click OK.

Re-create User

Re-creates the user.

View

In View menu in the taskbar you can choose which users to see.

By choosing All Users you will see enabled and disabled users, Enabled Users will get you enabled users, Disabled – disabled users.