Difference between revisions of "SOP-MES0034 Admin User Maintenance"

From 42Q
Jump to navigation Jump to search
Line 12: Line 12:
 
 
 
 
  
== <span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration">Administration</span></span></span></span></span></span></span></span></span></span></span></span> ==
+
== <span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration">Administration</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
 
Administrative privileges in&nbsp;'''42Q'''&nbsp;are located in the&nbsp;'''Administration'''&nbsp;menu heading.
 
Administrative privileges in&nbsp;'''42Q'''&nbsp;are located in the&nbsp;'''Administration'''&nbsp;menu heading.
Line 21: Line 21:
  
 
*User Maintenance  
 
*User Maintenance  
*&nbsp;Plant Maintenance  
+
*Plant Maintenance  
 
*Site Maintenance  
 
*Site Maintenance  
 
*Profile Maintenance  
 
*Profile Maintenance  
 
*Generic Attribute Maintenance  
 
*Generic Attribute Maintenance  
  
&nbsp;Also located in the&nbsp;'''Administration'''&nbsp;menu heading are&nbsp;'''&nbsp;Shop Floor Control Administrator,'''&nbsp;'''Document Control''',&nbsp;'''Traceability'''&nbsp;'''Administrator''', and&nbsp;'''LE Administration'''.
+
Also located in the&nbsp;'''Administration'''&nbsp;menu heading are&nbsp;'''&nbsp;Shop Floor Control Administrator,'''&nbsp;'''Document Control''',&nbsp;'''Traceability'''&nbsp;'''Administrator''',&nbsp;'''Notification & Escalation, Meas Instance Admin,'''&nbsp;and&nbsp;'''Lable4 Engine Admin'''.
  
This SOP is intended to guide administrators on how to manage and maintain the 42Q Portal, as well as to provide specific user groups a common sense of portal operation.
+
To access any of the&nbsp;'''Administration Portlet,'''&nbsp;the user must&nbsp;'''sign in'''&nbsp;to&nbsp;'''42Q'''&nbsp;and then select the Administration expandable heading located in the menu on the left of the screen.
 
 
To access any of the&nbsp;'''Administration&nbsp;'''functionalities, the user must&nbsp;'''sign in'''&nbsp;to&nbsp;'''42Q'''&nbsp;and then select the Administration expandable heading located in the menu on the left of the screen.
 
  
 
&nbsp;
 
&nbsp;
Line 42: Line 40:
 
'''Figure 2: 42Q Welcome'''
 
'''Figure 2: 42Q Welcome'''
  
[[File:AdminUser02.jpg|700px|AdminUser02.jpg.jpg]]
+
[[File:WelcomeAdmin.jpg|WelcomeAdmin.jpg.jpg]]
  
 
&nbsp;
 
&nbsp;
  
== <span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance">User Maintenance</span></span></span></span></span></span></span></span></span></span> ==
+
== <span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance">User Maintenance</span></span></span></span></span></span></span></span></span></span></span></span> ==
  
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users. Non-LDAP users can also change their passwords with the User Maintenance portlet.
+
User Maintenance allows the administrator to '''add''', '''edit''', '''activate''', '''deactivate''', and '''delete''' users. Local users can also change their passwords with the User Maintenance portlet.
  
 
1. To access the User Maintenance page, navigate to '''Administration User Maintenance'''.
 
1. To access the User Maintenance page, navigate to '''Administration User Maintenance'''.
Line 58: Line 56:
 
'''Figure 3: User Maintenance'''
 
'''Figure 3: User Maintenance'''
  
[[File:AdminUser03.jpg|700px|AdminUser03.jpg.jpg]]
+
[[File:UserMaint.jpg|700px|UserMaint
 +
.jpg.jpg]]
  
 
&nbsp;
 
&nbsp;
Line 70: Line 69:
 
<br/> '''Figure 4: Filter Results'''
 
<br/> '''Figure 4: Filter Results'''
  
[[File:AdminUser04.jpg|700px|AdminUser04.jpg]]
+
[[File:FitlerResults.jpg|700px|FilterResults.jpg]]
  
 
&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User">Add User</span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User">Add User</span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list.
 
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list.
Line 82: Line 81:
 
<br/> '''Figure 5: Add User'''
 
<br/> '''Figure 5: Add User'''
  
[[File:AdminUser05.jpg|700px|AdminUser05.jpg]]
+
[[File:AddUser0.jpg|700px|AddUser0.jpg]]
  
 
<br/> 1. After selecting LDAP or Non-LDAP, enter a valid universal login name in the format firstname_lastname, all in lower case, then select '''Next'''.
 
<br/> 1. After selecting LDAP or Non-LDAP, enter a valid universal login name in the format firstname_lastname, all in lower case, then select '''Next'''.
Line 100: Line 99:
 
&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User">Edit User</span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User">Edit User</span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''.
 
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''.
Line 116: Line 115:
 
2. Enter the desired information, then select '''Save'''.
 
2. Enter the desired information, then select '''Save'''.
  
==== <span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User">Activate User</span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User">Activate User</span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.
 
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.
Line 132: Line 131:
 
[[File:AdminUser08.jpg|700px|AdminUser08.jpg]]<br/> &nbsp;
 
[[File:AdminUser08.jpg|700px|AdminUser08.jpg]]<br/> &nbsp;
  
==== <span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User">Deactivate User</span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User">Deactivate User</span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''.
 
1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''.
Line 144: Line 143:
 
&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User">Delete User</span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User">Delete User</span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
<br/> Inactive users can be deleted from the inactive user screen.
 
<br/> Inactive users can be deleted from the inactive user screen.
Line 196: Line 195:
  
 
&nbsp;
 
&nbsp;
 +
  [[Category:Pages with broken file links]]

Revision as of 15:21, 24 January 2022

42Q Home >Administration > Admin User Maintenance
 

 

 

 

Administration
Admin User Maintenance
Version MES15
Revision B1
 

 

 

Administration

Administrative privileges in 42Q are located in the Administration menu heading.

With the portal, Administrators are able to access privileges from one convenient location.

Privileges include:

  • User Maintenance
  • Plant Maintenance
  • Site Maintenance
  • Profile Maintenance
  • Generic Attribute Maintenance

Also located in the Administration menu heading are  Shop Floor Control Administrator, Document ControlTraceability AdministratorNotification & Escalation, Meas Instance Admin, and Lable4 Engine Admin.

To access any of the Administration Portlet, the user must sign in to 42Q and then select the Administration expandable heading located in the menu on the left of the screen.

 

Figure 1: User Sign-In

42Q Welcome Page.png

 

Figure 2: 42Q Welcome

WelcomeAdmin.jpg.jpg

 

User Maintenance

User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users. Local users can also change their passwords with the User Maintenance portlet.

1. To access the User Maintenance page, navigate to Administration User Maintenance.

All available users will be listed alphabetically.

 

Figure 3: User Maintenance

UserMaint .jpg.jpg

 

Filter Users

The Administrator has the option to filter the username results by Screen Name, E-Mail, Status, or User Type.

1. To filter the users, enter the desired information into the appropriate field and select Search.


Figure 4: Filter Results

FilterResults.jpg

 

Add User

1. To add a user, select the Add button located at the left of the main screen above the user list.

The following form is to determine if the new user is an LDAP user or a Non-LDAP user. LDAP users have email accounts and can usually access ERP and/or Agile. Non-LDAP users do not have an email address or a system login account.


Figure 5: Add User

AddUser0.jpg


1. After selecting LDAP or Non-LDAP, enter a valid universal login name in the format firstname_lastname, all in lower case, then select Next.

Note: If uppercase characters are entered, the account will be created, but the user will not have access to the various functionalities.

Note: The Plant, Site, Screen Name, First Name, Last Name, Email, ERP Employee ID, and Job Title will be filled according to the information that has been transferred from the Universal Login system.

2. Select the Labor Type and Job Level from the drop-down boxes and enter the user's Department and Telephone, then select the Save button.

 

Figure 6: Add User Information

AdminUser06.jpg

 

Edit User

1. To edit a user, check the box to the left of the desired username, then select Edit.

 

Figure 7: Edit User

AdminUser07.jpg

 

On the following screen, only the Labor Type, Job Level, Badge ID, Department, and Telephone may be edited.

2. Enter the desired information, then select Save.

Activate User

If a user is inactive, he or she can be reactivated by selecting the Activate function in the User Maintenance portlet.

1. To activate a user, select the Inactive option in the Status drop-down box at the top of the main screen.

2. Select the Search button on the right of the screen to filter results to only inactive users.

3. In the Inactive user list, select the box to the left of the desired user, and then select Activate.

 

Figure 8: Activate User

AdminUser08.jpg
 

Deactivate User

1. To deactivate a user, select the checkbox to the left of the active username and select Deactivate.

 

Figure 9: Deactivate User

AdminUser09.jpg

 

Delete User


Inactive users can be deleted from the inactive user screen.

1. To delete a user, select the Inactive option in the Status drop-down box at the top of the main screen.

2. Select the Search button on the right of the screen to filter results to only inactive users.

3. In the Inactive user list, select the box to the left of the desired user, and then select the Delete button at the top of the list.

 

Figure 10: Delete User

AdminUser10.jpg

 

Change Password

LDAP users must use the universal password change functionality to change their password every 60 days based upon the standard corporate password policy. Non-LDAP users must change their passwords using the Change Password functionality in the User Maintenance portlet. Non-LDAP users must change their passwords every 90 days.

 

  1. To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select Change Password.
  2. The Change User Password form displays.

 

Figure 11: Change Non-LDAP Password

AdminUser11.jpg

 

  1. Enter a new password in the Password field and then confirm the new password in the Confirm Password field.

 

Note: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable.

 

  1. Select Save to change the password, or Cancel to exit.

 

Note: Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow notice to change passwords before they expire.