Difference between revisions of "GX:Studio User Setup"

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Whistle Studio GX Uses the same security model as your current ERP / Whistle system does. Users are setup in ERP and then a sets of warehouse level privileges called security templates are assigned through the '''User Configuration Tool'''.  
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Whistle Studio GX Uses the same security model as your current ERP / Whistle system does. Users are created in the ERP system and then groups of warehouse level privileges called security templates are assigned using the '''User Configuration Tool'''. [[Image:User Configuration Tool.png|thumb|320px|The User Configuration Tool screen|Image:User Configuration Tool.png|thumb|320px|The User Configuration Tool screen]]
  
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An administrator is only allowed to assign privileges that are enabled in the current warehouse. To enable privileges in a warehouse, the administrator can use the '''Setup Warehouse Security Permissions''' tool. Once the privileges are enabled in a warehouse, the administrator can build templates out of them and assign them to users with the '''User Configuration Tool'''.  
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An administrator is only allowed to assign privileges that are enabled in the current warehouse. To enable privileges in a warehouse, the administrator can use the '''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' tool. Once the privileges are enabled in a warehouse, the administrator can then build templates with them and assign them to other users with the '''[[Studio:User Configuration Tool|User Configuration Tool|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' tool. Once the privileges are enabled in a warehouse, the administrator can then build templates with them and assign them to other users with the '''[[Studio:User Configuration Tool|User Configuration Tool]]'''.  
  
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The '''User Security Templates''' tool can be used to tailor the templates, both for creating new templates from the ground up or creating a default studio user templates. Each screen in Studio has its own distinct security privilege associated with it so that it can be easily be enabled or disabled.  
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The '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' tool can be used to tailor the templates, both for creating new templates from the ground up or creating a default studio user templates. Each screen in Studio has its own distinct security privilege associated with it so that it can be easily be enabled or disabled.  
  
 
== Initial Setup  ==
 
== Initial Setup  ==
  
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*Initial SQL setup script - Initial access to the Studio administration screens is accomplished by the one-time step of running an SQL script provided by Coolearth. This script will grant whoever is to be the 'Super User' access to the following screens: '''Setup Warehouse Security Permissions''', '''User Configuration Tool''' and '''User Security Templates.'''  With access to these screens, the 'Super User' can grant other users(including themselves) with whatever additional privileges they see fit.
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*Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: '''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool|User Configuration Tool]]''' and '''[[Studio:User Security Templates|User Security Templates|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool|User Configuration Tool]]''' and '''[[Studio:User Security Templates|User Security Templates]].'''  With access to these screens, the 'User Administrator' can grant users(including themselves) additional privileges as they see fit.
  
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#Enable Studio Privileges by Warehouse - The first thing you will want to do is enable Studio privileges within your warhouse(s) you will be using the application in. Once privilege has been enabled in a warehouse, you can build a template in that warehouse that contains that privilege. See [[GX:Studio: Setup Warehouse Security Permissions|Studio: Setup Warehouse Security Permissions]] for more information on how to use this screen.  
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#'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up the available permissions to be used and assigned within a warehouse. Once a privilege has been enabled in a warehouse using this screen, you can then use the permission inside the other security screens for that warehouse.
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#Create Build Studio User Templates by Warehouse - Next, create templates for Studio to assign to your users.&nbsp; The [[GX:Studio: User Security Templates|Studio: User Security Templates]] screen has a button for both easily creating a default Studio user template and a default Studio admin template.&nbsp; Template creation is done by a per warehouse basis, meaning that if you create a template in warehouse X you must first copy it to warehouse Y&nbsp;(easily done through the use of the tool)&nbsp;before it is available for use in warehouse Y.&nbsp; To change your current company / warehouse, click the 'Current User Context' tab found along the top left corner of the window and use the drop downs to select the desired user context.<br>
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# '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user. By clicking the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
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#Assign Security Templates to Users -&nbsp; Now that the templates are have been created, launch the&nbsp;[[GX:Studio: User Configuration Tool|Studio: User Configuration Tool]] screen.&nbsp; From there you can easily search for users and assign templates you have created in the current warehouse.&nbsp; Once a template has been assigned, that user can install and use studio with the assigned privileges within that warehouse.
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#'''[[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]]''' -  A tool for assigning individual permissions and security templates to your ERP users. This tool can also be used to clone a user's set of security permissions to a different warehouse.

Latest revision as of 18:13, 14 December 2011

Whistle Studio GX Uses the same security model as your current ERP / Whistle system does. Users are created in the ERP system and then groups of warehouse level privileges called security templates are assigned using the User Configuration Tool.
The User Configuration Tool screen

An administrator is only allowed to assign privileges that are enabled in the current warehouse. To enable privileges in a warehouse, the administrator can use the Setup Warehouse Security Permissions tool. Once the privileges are enabled in a warehouse, the administrator can then build templates with them and assign them to other users with the User Configuration Tool|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions tool. Once the privileges are enabled in a warehouse, the administrator can then build templates with them and assign them to other users with the User Configuration Tool.

The User Security Templates|Studio:User Security Templates|User Security Templates tool can be used to tailor the templates, both for creating new templates from the ground up or creating a default studio user templates. Each screen in Studio has its own distinct security privilege associated with it so that it can be easily be enabled or disabled.

Initial Setup

  1. Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions - This screen sets up the available permissions to be used and assigned within a warehouse. Once a privilege has been enabled in a warehouse using this screen, you can then use the permission inside the other security screens for that warehouse.
  2. User Security Templates|Studio:User Security Templates|User Security Templates - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user. By clicking the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
  3. User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool - A tool for assigning individual permissions and security templates to your ERP users. This tool can also be used to clone a user's set of security permissions to a different warehouse.
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