Edge Documentation

What is Provisioning?

For a User to log in to AppBoard 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 users, domains, roles, content, and assignments between users and roles, and content and roles.

AppBoard and enPortal share much of the same provisioning model under the covers but actual assignment of content to roles differs. If planning to use enPortal proxied content with AppBoard dashboards then also read over the enPortal User Administration documentation.

Domains

All Users in AppBoard belong to a Domain. It's the combination of user + domain that identifies a unique user to the system. This also implies that within a domain the user name must be unique.

In some deployments there may only be a single domain and this can be completely hidden from the end-users by modifying the login page to pre-fill and hide the domain input. In other deployments it is a desirable feature to provide multi-tenancy and have users grouped into appropriate domains to match the tenants of the system.

The system includes a special System domain with the default user administrator that has the portalAdministration role assigned. This domain is read-only so no users can be added or deleted. The portalAdministration role can be assigned to other users however, and the default account can be locked if so desired.

AppBoard itself supports any number of additional domains however the number allowed depends on the software license.

Users within a Domain can be managed internally to AppBoard, or can be managed externally such as with integration to an external LDAP-based service like Microsoft Active Directory.

In addition, Domains can be used for various assignments / configurations that apply to all users within that domain:

• Session Limits. For example only 2 concurrent sessions at a time for a particular domain.
• Password Policies. Enforce a policy on users within this group. Please note this may not apply if using external authentication.
• Role Assignment. Assignment of roles to a domain means that all users within the domain have that role.
• (enPortal) SSO Assignment. Assignment of single sign-on (SSO) tokens at the domain means that all users within the domain will use those SSO credentials for the specified targeted proxied applications.
• (enPortal) LAF Assignment. With enPortal each domain can be assigned a different look-and-feel to the system-wide default.

Users

Domains and Users Example

As a first step in determining your User organization, determine if separate Domains need to be created so that users from one Domain would access the system independently from users in the other Domain. For example, a managed service provider may want to group customers into separate Domains if they will be completely independent from one another in how they use the system.

After creating each Domain, you will then assign one or more Roles to each Domain. These Roles will dictate the system content that is available to Users in that Domain. When a Role is assigned to a Domain, then all Users belonging to that Domain inherit the Role. New Users added later to the Domain would then automatically inherit these assignments.

Roles

Roles are a hierarchical mechanism used to organize Domains and Users. Roles are the primary basis by which capabilities are managed, preferences are stored, and content is secured. The following is an example of a Role hierarchy. Notice that the NOC role contains two subroles: Managers and Operators.

Role Hierarchy Example

Individual Users or entire Domains can be assigned to a single Role or to many Roles.

Allowing Users or Domains to be assigned to multiple Roles provides each User the ability to switch his or her interaction with the system. For example, Bob may need to access the system using the Role of NOC Manager in order to access the necessary tools to isolate and replicate a problem. After identifying the problem, he could switch to a Role of Administrator in order to access the rights necessary to correct the problem.

When a Domain is assigned to a Role, all Users within the Domain are automatically assigned to the Role as well. This allows administrators to add new Users to a Domain and have Roles automatically assigned without having to take the time to assign individual security to the new User.

When configuring the Roles to create in the system, first consider the Roles of an organization and decide which User(s) will be assigned to each Role. Each Role will control which tabs are displayed after a User successfully logs in. This is accomplished by the system administrator assigning content in the system to one or more Roles.

The hierarchical nature of Roles allows for subroles to be nested under Roles. If a subrole is assigned to a Domain or User, then the Domain or User inherits the assignments and permissions of the parent Role. However, the User(s) is only permitted to log in to the system in the subrole but not in the parent Role.

Putting It All Together

As you prepare to design your organizational structure, you should consider:

• How content should be organized
• Who should have access to different content

Once you understand the content that will be available, you can set up the User organization to properly deliver that content to the appropriate Users. Complete the following steps to configure the system:

1. Create Domains and Users
2. Create Roles
3. Create Content
4. Assign Roles to Domains and Users
5. Assign Content to Roles
6. Create Look and Feel
7. Assign Look and Feel
8. Configure Login Page

The following steps provide a guideline in setting up a User organization:

• Use a company organization chart to help determine the users, domains, and roles
• Develop a series of questions to gather pertinent information
• Develop a matrix, form, or table that would help capture information you have gathered

With the aid of a company organization chart, the following questions will assist in ensuring a smooth and sensible implementation for your organization:

1. What web-based information and resources are you delivering and to whom?
2. Are you delivering to an internal or external location?
3. How do you want this information displayed?
4. Who can access what information?
5. How will the information be used?