Tasks

Creating an APM User ID

Each person who uses APM must have a user identification (ID) in the APM database. The APM user login name must match the user’s Windows or Bentley CONNECT login name. You can select one or more security profiles for each user ID and set the user’s privilege level, for example, end-user or administrator.

There are two main types of APM user privileges:

•	End-user: This is the basic privilege for all users. Users can do everything in APM except customize the software, create custom reports, create customer-level table configurations, create purging rules, and use the Security Setup mode.

•

Administrator: This privilege is used by APM administrators and personnel who need to customize the software, create custom reports, activate CMMS integration, or set up and assign security profiles. Users with this privilege can perform Customer-level customizations, create shareable table configurations, work with purging rules, and use the Security Setup mode.

When Windows authentication is in use, you can enter the domain name for the user and click the Validate button to confirm the domain. If you leave the domain name blank, the software will attempt to select the correct domain when the user logs on.

You can also assign a specific user interface type to a user. This allows users to apply an interface design that is most appropriate for their input device.

This topic explains how to create user IDs.

To Create an APM User ID

1.	From the Site window, click on the tool bar. The Enterprise window appears.

1.	In the Enterprise window, select the Security view, the Users tab and then the Users tab.

2.	Click New. The User dialog appears.

 

3.	Enter the login name. This name must be the same as the user’s Windows login name or Bentley CONNECT login name (username@domain.com).

4.	Select the authentication type: Windows or Bentley Connect.

5.	For Windows login names, you can enter a domain name for the user. You can test that the domain name is correct by clicking Validate.

6.	In the Privileges box, “End-user” is selected by default. If you are adding a user who needs to create and assign security profiles, create table configurations, or customize the software, select “Administrator” from the list.

7.	If the user will need to use the Web Monitor or APM Server Manager to administer servers, select APM server manager.

Note: Administrators must launch APM using a thick-client instance, and the instance shortcut must include “ -admin”. When creating a shortcut for the instance in APM Configuration, you can have “ -admin” added automatically.

Note: For information about assigning user roles for APM workflows, see Assigning Roles to APM Users.

8.	You can select a default security profile for the user. In a multi-site implementation, the default profile determines the user’s level of security for all of the sites that do not have a specific security profile selected.

Note: When creating a virtual user, do not select a security profile. Virtual users are set up for interface applications such as ODC Services and mobile computing.

9.	If you have multiple sites set up for your organization, you can provide a user with more (or less) access to objects on other sites by assigning site-specific security profiles. Click New, select the site name and the profile name, and click OK.

10.	To exit from the User dialog, click OK.

11.	Repeat these steps for each user ID that you need to enter.

Tip: You can select the History tab to view audit information about the user ID.

For information about launching the product as an APM administrator, see Logging on as an Administrator.