Edge Documentation

This page is intended for a first-time user of AppBoard and provides concise examples of how to implement basic provisioning. For a complete reference for provisioning content to users in an organization, see Provisioning.

This document assumes that you have successfully completed the AppBoard installation and the AppBoard Getting Started guide to create some sample AppBoard content.

What is Provisioning?

For a User to log in and view content, an Administrator must first create the User in the system and then assign appropriate content to that User. Provisioning is the means of configuring these assignments through the administrative interface.

Summary of Steps

The following are the high-level steps to complete in order to provision content to a User:

1. Log in as Administrator
2. Create a Domain
3. Create a User
4. Create a Role
5. Assign Stacks to Role
6. Assign User to Role
7. Log in as User to Validate Assignment

Log in as Administrator

You must log in as an administrator to configure provisioning.

In this section, you will log in as an administrator.

1. In a supported browser, go to the AppBoard login page. This will typically be a URL such as http://localhost:8080/enportal/ab
2. Enter the default administrator credentials:
   1. User Name: administrator
   2. Password: administrator
   3. Domain: System
3. Click the Login button

Create a Domain

A Domain is a group of one or more Users.

In this section, you will create a new Domain called "EdgeCorp".

1. Click on the Settings tab under Builder Modes.
2. Under the Provisioning section, select User Management.
3. Click on the Add New Domain button at the bottom of the Domain section, and select Add AppBoard Managed Domain.
4. In the New Domain Name box, enter "EdgeCorp"
5. Click Add.
6. Observe that a new Domain "EdgeCorp" has been created.

Create a User

A User is an individual with unique credentials for logging into AppBoard and viewing assigned content.

In this section, you will create a new User.

1. Click on the label for the new "EdgeCorp" domain in the Domain column.
2. Click on the Add New User button at the bottom of the Users section.
3. Enter the following to create a new user:
   1. User ID: David Johnson
   2. Password: portal
   3. Confirm Password: portal
4. Click Add.
5. Observe that a new user "David Johnson" has been created.

If you are using AppBoard for the first time, this may be a good time to modify administrative access to the system. You can change the default password for the "administrator" User (located under the "System" Domain) to a more secure password. You can also create another administrative User, if desired. It is recommended to have at least one User, besides "administrator", with portalAdministration Role privileges, so that you are not completely locked out of the system if you forget the password for "administrator", and so you can track which User is making administrative changes to the system.

Create a Role

A Role is a mechanism used to organize the provisioning of content and permissions. Roles are the primary basis by which capabilities are managed, preferences are stored, and content is assigned and secured.

In this section, you will create a new Role.

1. Exit out of the User Management window and click again on the Settings tab.
2. Under the Provisioning section, click on Stack Assignment.
3. In the Roles section, click on the Add Role button and select Add AppBoard Managed Role.
4. Enter "Management" into the Role Name box.
5. Click Add.
6. Observe that a new role Management has been created.

Assign Stacks To Role

Stacks are collections of Boards that can be assigned to Users by provisioning them to Roles.

In this section, we will assign a Stack to a Role.

1. Make sure you are still in the Stack Assignment window.
2. Select the Management role from the Roles section of the Stack Assignment window.
3. Drag USA_States_Stack from the Available Stacks section to the Provisioned Stacks section. The USA_States_Stack is now available to users with the Management role.

Assign User to Role

Once you have created a User and a Role, the final step is to assign the Role to the User.

In this section, you will assign a User to a Role.

1. Log back into AppBoard as an administrator and click on the Settings tab.
2. Click on the Role Assignment button under the Provisioning section.
3. Select the EdgeCorp domain from the Domain section drop-down list.
4. Click the David Johnson user in the Users section under EdgeCorp.
5. Drag the Management role from the Available Roles section to the Provisioned Roles section. David Johnson has now been assigned to the Management role.

If you assign an entire Domain to a Role, all current and future Users in that Domain will be assigned to that Role.

If you created a new User that you want to have administration capabilities, you can assign full administration privileges to that user by assigning the User to the "portalAdministration" role.

Log in as User to Validate Assignment

In this section, you will log in to AppBoard as the new User David Johnson and confirm that the appropriate content is displayed based on the assignments you have made.

1. Click Logout to log out of AppBoard as administrator. The login page is displayed.
2. Enter the credentials for David Johnson:
   1. User Name: David Johnson
   2. Password: portal
   3. Domain: EdgeCorp
3. Click the Login button
4. Observe that the USA_States AppBoard visualization is displayed, which you assigned to David's Role ("Management").