Define Access Control for other modules - Intergraph Smart Materials - Version 10.2 - Installation & Upgrade - Hexagon

Intergraph Smart Materials Installation (10.2)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Installation & Upgrade
Smart Materials/Smart Reference Data Version
10.2

The access authorization of all other modules (Inquiries, Subcontracts, Packing, Freight Forwarding) is configured and controlled by means of roles. In Smart Materials Web you define roles for each task and assign the projects that should use these roles. For more information see Roles and Menus.

With version 10.2 service pack 5, Portal configurations set up in Smart Materials under Master Data > Portal Administration > Screen Configuration will be migrated into roles with the same name. All pages that correspond to the respective task for the migrated Portal configuration will be added as role menus. On deleting any Portal configuration in Smart Materials, the corresponding role is automatically deleted as well.

  1. Login to Smart Materials Web.

  2. From the Home screen, select Administration > Global Setup > Roles and Menus.

  3. Click Add Row in the Roles section.

  4. Type the Role name and role Description.

  5. Select Portal in the Module cell.

  6. Select the task for which this role is used in the Task cell.

    Which task should I select?

    The table below shows all available tasks with their corresponding Portal modules and the DBA Settings that can be used to define a default role for this tasks.

    Task

    Portal Module

    DBA Setting

    Freight Forwarding

    Freight Forwarding

    ESUP_T_FF_DEFAULT_ROLE

    Inquiry / Purchase Order

    Inquiries - Inquiry Type: Order

    ESUP_I_PO_DEFAULT_ROLE

    Inquiry / Subcontract

    Inquiries - Inquiry Type: Subcotract

    ESUP_I_SC_DEFAULT_ROLE

    Packing

    Packing

    ESUP_T_PCK_DEFAULT_ROLE

    Subcontracting / Purchase Order / Measured Quantity

    Subcontracts - Agreement Type: Order, Payment Type: Measured Quantity

    ESUP_S_PO_MQ_DEFAULT_ROLE

    Subcontracting / Purchase Order / Milestone Progress

    Subcontracts - Agreement Type: Order, Payment Type: Milestone Progress

    ESUP_S_PO_MP_DEFAULT_ROLE

    Subcontracting / Purchase Order / Schedule of Values

    Subcontracts - Agreement Type: Order, Payment Type: Schedule of Values

    ESUP_S_PO_SV_DEFAULT_ROLE

    Subcontracting / Subcontract / Measured Quantity

    Subcontracts - Agreement Type: Subcontract, Payment Type: Measured Quantity

    ESUP_S_SC__MQ_DEFAULT_ROLE

    Subcontracting / Subcontract / Milestone Progress

    Subcontracts - Agreement Type: Subcontract, Payment Type: Milestone Progress

    ESUP_S_SC_MP_DEFAULT_ROLE

    Subcontracting / Subcontract / Schedule of Values

    Subcontracts - Agreement Type: Subcontract, Payment Type: Schedule of Values

    ESUP_S_SC_SV_DEFAULT_ROLE

  7. Click Save.

  8. Click the Role name.

    The Role Settings screen opens where you assign menus and projects to the role.

  9. To assign a menu to the role, do the following:

    Each screen that should be available in Portal must be assigned to the role.

    1. On the Role Menus tab, click Add Row.

    2. Select a Menu from the list and click Fill In.

    3. If this menu should be set to read-only, select Yes in Read Only.

      If Restrictions shows Yes, access has been restricted on block or item level.

    4. Click Save.

    5. Click the Menu name.

    6. To restrict the usage on screen block level, do the following:

      Only screen blocks must be added whose usage needs to be restricted.

      • Click Add Row in the Menu Blocks section.

      • Select the Block Name.

      • Set No Insert to Yes if inserting data should not be allowed for this block.

      • Set No Update to Yes if updating data should not be allowed for this block.

      • Set No Delete to Yes if deleting should not be allowed for this block.

      • Click Save.

    7. To restrict the usage of an element of a selected screen section, do the following:

      Only screen elements must be added whose usage needs to be restricted.

      • Click Add Row in the Menu Block Items section.

      • Select the Item Name.

      • Set No Display to Yes if you want to hide this element.

      • Set Disabled to Yes if you want to deactivate this element.

      • Click Save and close the dialog.

  10. To assign projects to the role, do the following:

    1. Click the Portal Projects tab.

    2. Click Add Row and select the project(s) from the list.

    3. Click Assign.

    • For a specific task, a project can only be assigned once to a role.

    • A Portal role for a specific task that is assigned to the corresponding DBA Setting (ESUP_...._DEFAULT_ROLE) will be used for all projects which are not assigned to a role for this task.

    • If a project is not assigned to a Portal role for a specific task and the corresponding DBA Setting is not defined, all task related screens will be available without any restriction.