PlateSpin Transformation Manager provides the Administrators group to enable you to provide elevated privileges for trusted users. Members of the Administrators group have global permissions for all organizations, projects, and features throughout the PTM Server Web Interface. This group is permanent and cannot be removed. Only the PTM System Administrator user or members of the Administrator group can add and remove members for the Administrators group.
IMPORTANT:The initial System Administrator user that you created during installation of PTM is automatically assigned as a member of the Administrators group. Do not remove this user from the Administrators group.
Using groups to represent other logical or functional relationships is optional. You can create groups to help you manage access and make role assignments. Each member of the group inherits the role assignments from the group.
Common uses of custom groups include the following:
Establish logical relationships between users, such as by organization or by project.
Identify special purpose users, such as users you create for use with PlateSpin Migrate Connectors.
Abstract role assignments by assigning appropriate roles to the group instead of to individual users. Group-based role assignments enable you to add and remove members without needing to reassign various roles for a new or replacement user. You can assign roles to a group at various levels as you can with an individual user:
System
Organization
Project
Wave
Batch
Transformation Manager enables you to track the following information for groups:
Specify a name for the group account that is unique in the PTM system. Names can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.
(Optional) Specify an email address for the group that is unique in the PTM system.
Specify whether the user’s privileges apply at the system or organization level in the PTM system. After the user’s scope is set, it cannot be modified.
System scope is the default setting. The group can be assigned to any PTM role in any organization or project.
Organization scope is used only for groups that will be assigned a Dashboard Viewer role for their organization’s projects.
You can view or manage the group’s access to information in the transformation environment. Select the level of the assignment by selecting the appropriate tab, then select the role and associate it with the items according to your needs. Some options might not be available, depending on the selected level. For information about the levels of role assignment, see Table 10-1.
Table 10-1 Membership and Access Options for Groups
|
Tabs |
Description |
|---|---|
|
All Roles |
View a list of all roles assigned to the group. |
|
System |
Assign one or more roles across all organizations and projects:
You can add or remove the system-level roles for the group. |
|
Organization |
Assign one or more organization relationships for a selected project role:
You can add or remove an organization assigned to that role. |
|
Project |
Assign one or more project relationships for a selected project role:
You can add or remove a project assigned to that role. |
|
Wave |
Assign one or more wave relationships for the Migration Specialist role only. You can add or remove a wave assigned to that role. |
|
Batch |
Assign one or more batch relationships for the Migration Specialist role only. You can add or remove a batch assigned to that role. |
|
Members |
Add, remove, or view the users assigned to the group. |