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User Groups and Rolls Creation and Management

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User Groups and Rolls Creation and Management
User Groups and Rolls
Creation and
Management
COURSE:
PORTAL MANAGER
CREACIÓN Y
ADMINISTRACIÓN
DE PAGINAS WEB
User Groups and Rolls
Creation and Management
Course:
Portal Manager
Industry Documentation and
Information Fund
Av. San Fernando No. 37
Col. Toriello Guerra Del. Tlalpan
Mexico DF
Copyright and all Registered Trademarks as INFOTEC WebBuilder, SemanticWebBuilder,
the Semius character, other logos, emblems, distinctive characteristics and all related
elements are INFOTEC Industry Documentation and Information Fund (CONACYT
Research Center) property.
While every precaution has been taken in the preparation of this publication, INFOTEC
assume no responsibility for errors or omissions, or for damages resulting from the use of
the information contained herein.
All rights reserved. This publication is protected by copyright, and permission must be
obtained from INFOTEC prior to any prohibited reproduction, public or private lending,
storage in a retrieval system, or transmission in any form or by any means, electronic,
mechanical, photocopying, recording, or likewise. For information regarding permissions,
write to:
INFOTEC Industry Documentation and Information Fund
(CONACYT Research Center)
Av. San Fernando No. 37
Col. Toriello Guerra
Del. Tlalpan
Mexico, D.F.
C.P. 14050
User Groups and Rolls Creation and Management
Foreword
SemanticWebBuilder (SWB) is a technological platform developed in INFOTEC, a
CONACYT Technological Developing and Research Center, by Mexican developers in
Mexico. Its main goal is to provide all elements and utilities needed for fast and simple
building semantic web portals, sites and developing semantic-like applications.
Applying Semantics to the Internet applications, like Web Portals and Sites as a main idea,
allows defining information specific meanings with description and property additions to
every information element for including inside itself better identification and distinguishing
aspects. Those information element aspects are directed to easy querying, interpretation
and processing by people or by machines (like applications and systems).
Once an information element aspect has grown; it implies a more natural integration and
information interchange because, it does not matter where the information element is
physically placed or how it was processed originally whereas, all queries and answers will
be more complete and fit to all search criteria because, organizations, as read, interpreted
and composed information sources, will be able to publish multiple technical and human
level information elements to every powered network user.
Creation Date: September, 2009.
INFOTEC CONACYT TRUST FUND.
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User Groups and Rolls Creation and Management
Creation Date: September, 2009.
INFOTEC CONACYT TRUST FUND.
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User Groups and Rolls Creation and Management
Content Index
Foreword ............................................................................................................................ i
Content Index .................................................................................................................... iii
About this manual .............................................................................................................. iv
Goals ................................................................................................................................. iv
Manual conventions ........................................................................................................... v
Bold Calibri 14 blue emphasis color, is used for topic titles. ............................................... vi
About SemanticWebBuilder Manager ............................................................................... vii
Work beginnings… ............................................................................................................ x
User Groups and Rolls..................................................................................................... 11
Roles ............................................................................................................................... 11
Dar de Alta un Rol nuevo .................................................... ¡Error! Marcador no definido.
Buscar un Rol creado previamente ..................................... ¡Error! Marcador no definido.
Modificar la información de un Rol ...................................... ¡Error! Marcador no definido.
Asignación de Roles a componentes SWB diversos ........... ¡Error! Marcador no definido.
Eliminar la asignación de Roles de un componente SWB ................................................ 19
Revisión de Componentes Relacionados al Rol.................. ¡Error! Marcador no definido.
Bitácora del Rol ............................................................................................................... 20
Grupo de Usuarios .............................................................. ¡Error! Marcador no definido.
Dar de Alta un Grupo de Usuarios nuevo............................ ¡Error! Marcador no definido.
Buscar un Grupo de Usuarios creado previamente ............. ¡Error! Marcador no definido.
Modificar la información de un Grupo de Usuarios .............. ¡Error! Marcador no definido.
Asignación de Grupos de usuarios a componentes SWB diversos¡Error!
definido.
Marcador
Eliminar la asignación de Grupos de Usuarios de un componente SWB¡Error!
no definido.
Revisión de Componentes Relacionados al Grupo de Usuarios¡Error!
definido.
no
Marcador
Marcador
no
Bitácora del Grupo de Usuarios .......................................... ¡Error! Marcador no definido.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
About this manual
This manual was written for explaining minimum knowledge needed about Web Page
generating processes in a Site Architecture as a whole built inside a SemanticWebBuilder
instance.
Besides all mechanisms needed in every Web Page; it shows all different personalization
and publication components inside SemanticWebBuilder. It points out its use and
application because it is designed to produce desire Internet results to the right person,
moment and context.
Goals
General:
At the course ending every pupil will be capable to manage and use in general
SemanticWebBuilder through exercise practices and operation manuals about different
management and configuration aspects with the aim of solving every portal management
requirement.
Specific:
At the Web Page Creation and Management topic ending every pupil will be capable to
raise and fit a Web Site Architecture through web page or section management. This will
ensure all information contents will be shown in a right form to target users and will allow
to change every portal characteristic for an instant configuration.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Manual conventions
Next conventions are used into this manual for representing different training elements and
learning alternative resources:
Icons
Do you know? – It shows margin comments for topic additional
explanations through recommendations or hints to make the most
on tool.
Important considerations – They expose very important points on
right utility operation.
Note – It shows additional information to make the most on
exposed functionality.
Reference – It shows another document or Web address is needed
for additional information on exposed topic.
Guided Procedure – It shows a step by step description beginning
process operation.
Guided Exercise – From this start milestone begins a user’s
execution exercise in a step by step guided manner inside manual.
.
Result – It shows an operation or procedure right final effect.
Diagnostic – There are non-desire results because involved
technology. Here, it shows how to solve it.
Inappropriate – It shows technological situations which not have
any alternative operation or process possibility directed to a desire
result.
Look-out – There is a restricted or copyrighted information
constraint.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Typographical Convention
Bold Arial 26, is used as a topic title.
Bold Calibri 14 blue emphasis color, is used for topic titles.
Bold Calibri 12 blue emphasis 1 color is used to emphasize subtopics.
Arial 11, is used for text paragraph main front.
<Times New Roman 11> is used for code or configuration descriptions.
Bold Arial 10 blue color with blue shady and inside a blue box highlights topics or
important points for reader’s attention.
Arial 10 blue color with blue shady and inside a blue box highlights important points for
reader’s special attention.
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User Groups and Rolls Creation and Management
About SemanticWebBuilder Manager
To Access to SemanticWebBuilder (SWB) management is needed to add “swbadmin” at
URL’s end as shown below:
Public Portal
http://www.sitio.com/swb
Site management
http://www.sitio.com/swb/swbadmin
Note: The “swb” context can be optional and can be changed in every SWB instance
and it depends about specific configuration on each case.
Next is shown the SemanticWebBuilder identification (login) window for entering user
nickname and password. After it happens user can press the “login” button.
The SemanticWebBuilder (SWB) manager has different work zones or work areas which
present components and elements through is possible to add different configuration and
management resources for Web Site developing and management.
All zones placed inside the SemanticWebBuilder Manager are shown in next pictures:
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Description
Menu Bar
This bar contains tool management general options.
Structure
Blinds
On this zone are shown, into structure blinds, diverse configuration
elements about web sites structure configuration besides, tools and
general operation functionalities.
Work zone
On this area are displayed information details, configuration elements
and SWB element management.
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Description
Structure
Catalogs
Every blind is called as “Structure Catalog on …” because; it contains
different element catalogs for diverse SWB resources specific
management.
Information
Zone
This zone shows basic information on component or resource selected
from a blind and it is known as Element Metadata Zone too.
Element Tabs
For every open component inside SWB on this zone are shown
management tabs because, we can browse from each other without
missing information or prior changes made by another component.
Element
Configuration
Tabs
On “Element Blinds” second level are shown specific management tabs
about a selected component because, it allows every component’s detail
configuration on SWB.
Status Popup Bar
This bar is shown as a bottom pop-up bar on SWB Management Screen
and it shows success or failure messages on an operation execution.
Configuration
and Work
Zone
It shows every “Element Configuration Tab” configuration aspect directed
to every resource because, we can work and configure it in accordance
with its requirements.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Work beginnings…
USER
GROUPS AND ROLLS
CREATION
AND
MANAGEMENT
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User Groups and Rolls Creation and Management
User Groups and Rolls
Every human organization has formal and informal defined structures. These structures
allow to all organization’s members to operate within groups (teams) besides; every
individual (team’s member) has a profile to perform a specific function.
This phenomenon is repeated in Web portals on browsing, operation and management
processes then; Web masters have developed different permissions and management
filters for user accesses to Web portal functionalities.
SemanticWebBuilder has two user types: portal and manager users.
A Portal user is a registered Internet user capable of browsing a SWB Web site.
A Manager user is a complete empowered user capable of controlling permissions and
privileges for operating and publishing capabilities on a SWB Web site.
A SemanticWebBuilder instance can contain many SWB Web sites; hence, once a SWB
Web site has been created; it is mandatory to create a User Repository because; it will
contain Rolls, User Groups and Management Filters for user control.
To carry out Creation, Management and Operation User Repositories
processes, please, refer to User “SPCM – User Repositories Creation and
Management” manual.
Rolls
SemanticWebBuilder user profiles assign to site related people access accounts for SWB
Web site recognition as a result; every SWB Web site recognized user can browse and
manage the Web site in accordance of its defined capabilities.
SemanticWebBuilder user management is controlled by User Repositories. Every User
Repository stores all user groups, profiles and rolls related to the Web site.
To carry out Creation, Management and Operation User Profiles and Accounts
processes, please, refer to User “POMA – User Creation and Management”
manual.
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User Groups and Rolls Creation and Management
SWB rolls allow distinguishing both SWB user types. Every SWB defined roll has a level
operation access to carry its functions out.
Note: This section will show a generic roll management process. It does not
matter what kind of repository (user, management or default) we are working
out.
New Roll Creation Process
The SemanticWebBuilder roll creation process is as follows:
Procedure
1. Locate the structure blinds zone then; click on “User Repository” blind for all user
repositories display.
2. On the right structure tree, locate the target user repository branch then; click on its
expanding icon.
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3. Locate and right click on “Rolls” catalog and select “Add roll” from the pop-up
menu.
4. An “Add Rule” pop-up window will open then; in the “Title” textbox write a rule
name so, click on the “Save” button.
5. The “Elements Configuration Tabs” zone will show tabs as “Relations”, “Logs” and
“Information” by default.
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User Groups and Rolls Creation and Management
Finally, a new roll is shown on the roll structure tree.
Important Considerations: Rolls can be generated in a hierarchical way
because; it is possible to create an organization chart using them.
Note: Whether any rolls have been generated in a hierarchical way then; their
permissions will have an upward path. Therefore, if a third level roll has a
specific permission then; the second and first level rolls will have access to the
third level permission. But, if a second or first level roll has a specific
permission then; the third level roll will not have access to the second or first
level permission.
Prior Created Roll Searching Process
Once a roll has been generated, maybe we need to locate it for edition purposes besides;
whether it is possible, we must consider all site repositories (exclusive, manager or
default).
Procedure
1. Locate the structure blinds zone then; click on “User Repository” blind for all user
repositories display.
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User Groups and Rolls Creation and Management
Note: Whether a roll has been created on manager or default user repositories
then; we must open the “User Repository” structure catalog.
2. On the right structure tree, locate the target user repository branch then; click on its
expanding icon.
3. Locate the target roll (if the site has a roll tree then; we must click on their
expanding icons).
4. Once the target roll has been located, right click on it then; select on the “Edit”
option.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Roll Information Modification Process
Once a roll has been generated then; we need to modify its information hence; we use the
“Prior Created Roll Searching Process”. Afterwards, we can edit the information table as
follows:
1.
2.
3.
4.
5.
6.
7.
Title (Name by default)
“Internationalization” Catalog (locale)
Description
Creation Date (timestamp)
Creator User
Last Update(timestamp)
Modified by (who did the last change)
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User Groups and Rolls Creation and Management
1
2
3
4
5
6
7
Title: Title modification implies that the element’s default name can be changed if there is
not any alias or resource association to it.
Internationalization (locale): This option is used to indicate different element names and
alias in accordance to the selected language.
Description: Description modification implies that element reference information will
change then; all search results on the site will change too.
“Creation”, “Creator User”, “Last Update”, “Modified by” boxes are informative and
only they can be modified by the SWB defined processes.
Important Considerations: Once a title has been changed then; the element
name by default will be changed besides; it will affect any title associated to it.
Note: Default name and title are not equivalent. They can vary from each other
because they can have different site configuration languages.
Roll Assignments to Different SWB Components
Roll assignment to a component will constraint the component’s visualization and
presentation. Only roll authorized users can access the component. This is a useful activity
because; it controls level filters or information types. Roll effects on a component is as
follows:
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Users:
A user can have identity and functions defined by a specific roll because the user must
have that roll assignment.
If we want to create a user roll then; we need to use the “POMA - User
Creation and Management” manual.
Web Page:
A Web Page can have a roll assignment because; the Web Page only can be browsed and
viewed by authorized roll users.
If we want to assign a roll to a Web Page then; we need to use the “PUMA Web Page Creation and Management” manual.
Content, Strategy and System Components
Components (content, strategy or system) can have roll assignments because; they can
be browsed and viewed by authorized roll users.
If we want to assign rolls to a component then; we need to use the “PUMA Strategy Components Publishing and Management” and “PUMA - System
Content Components Publishing and Management” manuals.
Templates
A Template can have a roll assignment because; the Template only can be browsed and
viewed by authorized roll users.
If we want to assign a roll to a Template then; we need to use the “PUMA Web Page Creation and Management” manual.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Note: A template assignment to rolls and rules can cause no accesses to nonauthorized users then; we need to have alternative templates for appropriate
message display.
SWB Component Roll Assignment Elimination Process
Roll component assignment elimination implies to delete its presentation filter for
provoking all Rolls display meanwhile; Roll user assignment elimination implies to quit all
user Rolls permissions.
Procedure
1. Locate the target element assignment.
2. On the element tree click on its expanding icon afterwards; locate the roll
assignment list then; locate the target roll.
3. On the “Action” column click on the “Eliminate” icon then; the roll will have
disappeared and eliminated its assignment.
3
Roll Component Relationships Revision
Inside the “Element Configuration Tabs” zone, the “Relations” tab will show a complete
Roll component assignment list.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Roll Logs
A Roll “Logs” tab contains all history of changes performed on a component; they are
displayed into a list.
The “Action” column shows every activity registered by SWB. Every record can be as
follows: set, create, add or remove.
The “Description” column shows the activity details recorded by SWB.
“Performed by” and “Date” columns show the user identification and the activity timestamp;
both of them are recorded by SWB.
User Groups
A User Group represents an organization department or area and it can join people teams
by sections despite of its assigned rolls then; it constraints Web Page accesses and
template, resource and component viewing.
User Group assignment to a user causes a new browsing profile grant inside a SWB site
and only it has additional browsing permissions. It does not modify any operation and
management authorizations.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
If we want to create, manage and operate a User Repository then; we need to
use the “SPCM - User Repositories Creation and Management” manual.
Note: It does not matter what kind of repository (user, management or default)
we are working out.
New User Group Creation Process
The SemanticWebBuilder User Group creation process is as follows:
Procedure
1. Locate the structure blinds zone then; click on “User Repository” blind for all user
repositories display.
2. On the right structure tree, locate the target user repository branch then; click on its
expanding icon afterwards; locate “Rolls” and “User Groups” catalogs.
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User Groups and Rolls Creation and Management
3. Locate the User Group catalog then; right click on it and select the “Add User Group”
option.
4. On the pop-up window write the User Group title and click on the “Save” button.
5. At last, the “Element Tabs” zone will show a new User Group tab. It will display its
“Information” tab by default.
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User Groups and Rolls Creation and Management
Finally, a new User Group is shown on the User Group structure tree.
Important Considerations: User Groups can be generated in a hierarchical
way because; it is possible to create an organization chart using them.
Note: Whether any User Groups have been generated in a hierarchical way
then; their permissions will have an upward path. Therefore, if a third level
User Group has a specific permission then; the second and first level User
Group will have access to the third level permission. But, if a second or first
level User Group has a specific permission then; the third level User Group will
not have access to the second or first level permission.
Prior Created User Group Searching Process
If it is necessary to locate a previously created User Group then; it is mandatory to search
it on a site (exclusive, management or default) repository.
Procedure
1. Locate the structure blinds zone then; click on “User Repository” blind for all user
repositories display.
Note: Whether a User Group has been created on manager or default user
repositories then; we must open the “User Repository” structure catalog.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
2. On the right structure tree, locate the target user repository branch then; click on its
expanding icon.
3. Locate the target User Group (if the site has a User Group tree then; we must click
on their expanding icons).
4. Once the target User Group has been located, right click on it then; select on the
“Edit” option.
Creation Date: September, 2009.
INFOTEC CONACYT TRUST FUND.
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User Groups and Rolls Creation and Management
User Group Information Modification Process
Once a User Group has been generated then; we need to modify its information hence; we
use the “Prior Created User Group Searching Process”. Afterwards, we can edit the
information table as follows:
1.
2.
3.
4.
5.
6.
7.
Title (Name by default)
“Internationalization” Catalog (locale)
Description
Creation Date (timestamp)
Creator User
Last Update(timestamp)
Modified by (who did the last change)
1
2
3
4
5
6
7
Title: Title modification implies that the element’s default name can be changed if there is
not any alias or resource association to it.
Internationalization (locale): This option is used to indicate different element names and
alias in accordance to the selected language.
Description: Description modification implies that element reference information will
change then; all search results on the site will change too.
“Creation”, “Creator User”, “Last Update”, “Modified by” boxes are informative and
only they can be modified by the SWB defined processes.
Important Considerations: Once a title has been changed then; the element
name by default will be changed besides; it will affect any title associated to it.
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
Note: Default name and title are not equivalent. They can vary from each other
because they can have different site configuration languages.
User Group Assignments to Different SWB Components
User Group assignments to a component will constraint the component’s visualization and
presentation. Only User Group authorized users access a constraint component. This is a
useful activity because; it controls level filters or information types. User Group effects on a
component are as follows:
Users:
A user can have identity and functions defined by a specific User Group because the user
must have that roll assignment.
If we want to create a user group then; we need to use the “POMA - User
Creation and Management” manual.
Web Page:
A Web Page can have a User Group assignment because; the Web Page only can be
browsed and viewed by authorized User Group users.
If we want to assign a user group to a Web Page then; we need to use the
“PUMA - Web Page Creation and Management” manual.
Content, Strategy and System Components
Components (content, strategy or system) can have User Group assignments because;
they can be browsed and viewed by authorized User Group users.
If we want to assign user groups to a component then; we need to use the
“PUMA - Strategy Components Publishing and Management” and “PUMA System Content Components Publishing and Management” manuals.
Creation Date: September, 2009.
INFOTEC CONACYT TRUST FUND.
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User Groups and Rolls Creation and Management
Templates
A Template can have a User Group assignment because; the Template only can be
browsed and viewed by authorized User Group users.
If we want to assign a User Group to a Template then; we need to use the
“PUMA - Web Page Creation and Management” manual.
Note: A template assignment to user groups and rules can cause no accesses
to non-authorized users then; we need to have alternative templates for
appropriate message display.
SWB Component User Group Assignment Elimination Process
User Group component assignment elimination implies to delete its presentation filter for
provoking all User Groups display meanwhile; User Group assignment elimination implies
to quit all User Groups permissions.
Procedure
1. Locate the target element assignment.
2. On the element tree click on its expanding icon afterwards; locate the user group
assignment list then; locate the target user group.
3. On the “Action” column click on the “Eliminate” icon then; the user group will have
disappeared and eliminated its assignment.
3
Creation Date: September, 2009.
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User Groups and Rolls Creation and Management
User Group Component Relationships Revision
Inside the “Element Configuration Tabs” zone, the “Relations” tab will show a complete
User Group component assignment list.
User Group Logs
A User Group “Logs” tab contains all history of changes performed on a component; they
are displayed into a list.
The “Action” column shows every activity registered by SWB. Every record can be as
follows: set, create, add or remove.
The “Description” column shows the activity details recorded by SWB.
“Performed by” and “Date” columns show the user identification and the activity timestamp;
both of them are recorded by SWB.
Creation Date: September, 2009.
INFOTEC CONACYT TRUST FUND.
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