Creating Users

Creating Users in User Management Console

  1. Log on to PPM.
  2. From the menu bar, select Open > Administration > Open User Management Console.
  3. Click the add icon (+) in the upper-right corner.
  4. Enter the information in the following sections for the user:

    • User Information: see step 5 and step 6 for fields descriptions.
    • Authentication: see step 7 and step 8 for fields descriptions.
    • License: see step 9 and step 10 for fields descriptions.
    • Security Group

      To link the user to the security groups that provide functional roles and access grants required:

      1. Click Edit.
      2. Select the security groups from the Available column.
      3. Click OK. The security groups linked with the user are listed in the Directly Linked Security Groups tab.

        A user associated with an organization unit, as defined in the Resource Management functionality, may inherit security group associations. The Security Groups Linked by Organization Association tab lists these security groups.

        The Access Grant tab lists the access grants provided by the security groups both directly linked and linked by organization association.

    • Ownership: select the users or groups that can edit, copy, or disable this user:

      Select All users with the Edit Users Access Grant if you allow all users that have the Edit Users Access Grant to edit this user.

      Otherwise, do the following:

      1. Select Only groups listed below that have the Edit Users Access Grant.
      2. Click Edit.
      3. Select the security groups.
      4. Click OK.

        The users in the selected security groups that have the Edit Users Access Grant are able to edit this user.

  5. Click Add.

    The user is listed on the top of the users list.

Creating Users in PPM Workbench

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Sys Admin > Users.

    The User Workbench window opens.

  4. Click New User.

    The User window opens.

  5. In the Username,First Name, and Last Name fields, type the required names.

    Note: You must specify a username that is unique in PPM.

  6. You can provide information in the optional Email Address,Company, and Phone Number fields.

    • Company. The company for which the user works. The values in this list are set by the CRT - Company validation.

    • Email Address. The user's email address in the format name@domain.com. This address is referenced elsewhere in the application.

    • Phone Number. The user's phone number.

  7. In the Authentication section, do the following:

    1. In the Authentication Mode list, select a user authentication method for the new user.

      Possible values are PPM, LDAP, NTLM, and SITEMINDER. If you select PPM, then authentication is performed using the internal user database of PPM. If you select another authentication mode, authentication is performed using the enterprise directory database server.

      For details, see the Open Interface Guide and Reference.

      For information about the AUTHENTICATION_MODE server configuration parameter, see the Installation and Administration Guide.

    2. In the Password field, provide a PPM password for the user.

      This password is encrypted in the user interface and in the database.

    3. If you want the user to create a password during the initial log on to PPM, next to New password on login, leave Yes selected. Otherwise, select No.

    4. (Optional) Provide the date on which a user account is to be activated in Start Date.

    5. (Optional) Provide the date on which a user account expires. You can leave this field empty.

    6. To specify the number of days the password is to remain valid, in the Password Exp. Days field, type the number of days that the user has to change the password.

      After you type a value, the Password Exp. Date field displays the password expiration date. The value in this field is calculated based on the Password Expiration Days value or the Ask New Password On Logon attribute.

  8. If you use NTLM authentication, set the value for Domain in the <PPM_Home>/integration/ntlm/ntlm.conf file.

  9. To assign the user a system-level license, under System Level Licenses, do one or both of the following:

    • To give the user access to all product functionality available through the PPM Workbench and standard interfaces in PPM (except for user and security group administration), select Configuration - Access to all Applications and their configuration, except User Administration.

    • To give the user permission to administer the users and security groups for all Micro Focus products licensed at your site, select User Administration - Create Users, Security Groups, and assign Licenses.

      Note: To assign licenses to multiple users at one time, use the License Workbench. For details on how to do this, see Assigning Licenses to Multiple Users in the License Workbench.

  10. If, under System Level Licenses, you did not select the Configuration - Access to all applications and their configuration, except User Administration option, then under Application Licenses, select the checkboxes for the products to which you want to give the user access.

    Note: You can only assign licenses that your company has purchased. If you do not have licenses for a given PPM product, then that license field is unavailable.

    Deployment Management Extension licenses are issued on a site-wide basis and are, therefore, not included as an option in the User window.

  11. Click the Security Groups tab, and then link the user to the security groups that provide functional roles and access grants required.

    1. Click New. The Security Groups window opens.

    2. In the Security Groups field, click the auto-complete button. The Validate window opens.

    3. Under Available, in the Security Group column, select one or more security groups to link to the user.

      You can use the Ctrl or Shift key to select multiple groups.

    4. To add these groups to the Selected list, click the right-pointing arrow.

    5. Click OK.

    6. In the Security Groups window, click OK.

      In the User window, the Directly Linked Security Groups field lists the selected security groups, which are now linked to the user.

      A user associated with an organization unit, as defined in the Resource Management functionality, may inherit security group associations. The Security Groups Linked by Organization Association field lists these security groups, if any are indirectly linked to the selected user.

      For more information, see the Resource Management User Guide.

  12. Click the Ownership tab, and then select the users or groups that can edit, copy, or disable this user.

    For information about how to select the users or security groups that can configure a user, see Setting Ownership for Configuration Entities .

  13. Each user has associated resource settings such as Title, Direct Manager, and Capacity. To view or edit these resource settings, click Edit Resource.

  14. Click OK.

    The new user can now log on to PPM.

Note: If your organization has many users, you can import user information from other databases into interface tables, and then directly into the PPM database. You can also import users from an LDAP server through the interface tables. For information on how to import users from an LDAP server, see the Open Interface Guide and Reference.