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1. Go to Control Panel>Portal>User Groups.
2. Click the Actions button on the row of the user group to which you want to add a user.
3. Click Assign Members.
4. On the Available tab, select the users that you want to add to the user group or search for the required user(s) and select them.
5. Click Update Associations.
6. Select the Back icon.

To delete a user from a user group

1. Go to Control Panel>Portal>User Groups.
2. Click the Actions button on the row of the user group from which you want to delete a user.
3. Click Assign Members.
4. Clear the check box next to the users that you want to remove from the group.
5. Click Update Associations.
6. Select the Back icon.

To assign users to an organization

1. Go to Control Panel>Portal>Organizations.
2. Click the Actions button on the row of the organization to which you want to add a user.
3. Click Assign Members.
4. On the Available tab, select the users that you want to add to the organization or search for the required user(s) and select them.
5. Click Update Associations.
6. Select the Back icon.

To remove users from an organization

1. Go to Control Panel>Portal>Organizations.
2. Click the Actions button on the row of the organization from which you want to delete a user.
3. Click Assign Members.
4. Clear the check box next to the users that you want to remove from the organization.
5. Click Update Associations.
6. Select the Back icon.

To assign users, user groups, or organizations to a community1    Go

1. Go to Control Panel>Portal>Communities.

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1. Click the Actions button on the row of the community to which you want to add a user, user group, or organization.

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1. Click Assign Members.

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1. Select the tab with the entity you want to take members from.

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1. On the Available tab, select the users, user groups, or organizations that you want to add to the organization or search for the required user(s) and select them.

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1. Click Update Associations.

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1. Select the Back icon.

To delete users, user groups, or organizations from a community1    Go

1. Go to Control Panel>Portal>Communities.

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1. Click the Actions button on the row of the community from which you want to delete a user, user group, or organization.

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1. Click Assign Members.

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1. Select the tab with the entity you want to clear the selection of the members from.

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1. Clear the check box next to the users, user groups, or organizations that you want to remove from the organization.

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1. Click Update Associations.

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1. Select the Back icon.

Configuring roles in the dashboard

Roles are a collection of permissions. The Roles mechanism lets you control which portlets a user can view. Roles can be assigned to a user, community, or organization. If a role is assigned to a community or organization, all users that are members of that entity receive the collection of permissions assigned to that role.

Begin by settings up roles, associating permissions with them, and assigning them to individual users or communities. Then you can assign a role or roles to a portlet to determine which users can access the information displayed in that portlet.

See “Determining which portlets a user can view” on page 24 . See and “Where to go for more information” on page 35.

To set up a new role1    Go

1. Go to Control Panel>Portal>Roles.

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1. Click Add, to add a new role.

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1. In the Name field, enter a name that identifies the role.

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1. Select the type (Regular, Community, Organization)

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1. Click Save.

To remove a role from the dashboard1    Go

1. Go to Control Panel>Portal>Roles.

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1. Click the Actions button next to the role that you want to remove.

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1. Click Delete.

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1. Click OK.

To change a role's name1    Go

1. Go to Control Panel>Portal>Roles.

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1. Click the Actions button next to the role whose name you want to change.

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1. Click Edit.

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1. In the New Name field, enter a name that identifies the role.

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1. Click Save.

Managing roles

To assign permissions to a role for a user1    Go

1. Go to Control Panel>Portal>Roles.

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1. Click the Actions button next to the role for a user to which you want to assign permissions.

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1. Click Permissions.

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1. Set the permissions required by checking the relevant permissions.

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1. Click Submit.

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1. Click Back.

To assign permissions to a role for an organization1    Go

1. Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the role for an organization to which you want to assign permissions.

3    Click Permissions.

4    Set the permissions required by checking the relevant permissions.

5    Click Submit.

6    Click Back.
To assign permissions to a role for a user group

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the role for a user group to which you want to assign permissions.

3    Click Permissions.

4    Set the permissions required by checking the relevant permissions.

5    Click Submit.

6    Click Back.
To assign permissions to a role for a guest user

Note: Per definition a guest user does not have permissions, but it is possible to change this as described in the following procedure.

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the role for a guest user to which you want to assign permissions.

3    Click Define Permissions.

4    Select either to Add Portlet Permissions or Add Portal Permissions.

5    Set the permissions required by checking the relevant permissions.

6    Click Save.

7    Click Back.
To assign a role to an end user

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the end user that you want to assign a role to.

3    Click Assign Members.

4    On the Users tab, click Available.

5    Select the users that you want to add the role to.

6    Click Update Associations.

7    Click Back.
To assign a role to a community

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the community that you want to assign a role to.

3    Click Assign Members.

4    On the Communities tab, click Available.

5    Select the community that you want to add the role to.

6    Click Update Associations.

7    Click Back.
To assign a role to an organization

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the organization that you want to assign a role to.

3    Click Assign Members.

4    On the Organizations tab, click Available.

5    Select the organization that you want to add the role to.

6    Click Update Associations.

7    Click Back.
To assign a role to a user group

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the user group that you want to assign a role to.

3    Click Assign Members.

4    On the User Groups tab, click Available.

5    Select the user group that you want to add the role to.

6    Click Update Associations.

7    Click Back.
To delete a role from an entity

1    Go to Control Panel>Portal>Roles.

2    Click the Actions button next to the entity from which you want to delete a role.

3    Click Assign Members.

4    On the tab for the selected entity, click Available.

5    Clear the checkbox for the role that you want to delete.

6    Click Update Associations.

7    Click Back.


Changing user passwords
The administrator can change a user's password by editing the user's profile. Users can change their own individual password on the My Account page.


Note: If you want to receive email notification when you create a password for a new user or if you forget your password, verify that you install a SMTP server on the same machine the Precise Custom Dashboard is installed on.

To change another user's password

1    Log in to the Precise Custom Dashboard with administrator privileges.

2    Go to Control Panel>Portal>Users.

3    Verify that the user is active. Search for the user whose password you want to change.


4    Click the Actions button.

5    Click Edit.

6    On the Password tab, type in the new password in the Password and Enter Again fields.

7    Check Password Reset Required if you want the system to prompt the user to reset the password automatically.

8    Click Save.
To change your own password

1    Log in to the Precise Custom Dashboard as the user whose password you want to change.

2    Click My Account.

3    On the Password tab, type in the new password in the Password and Enter Again fields.

4    Click Save.


Setting up an enterprise profile
The enterprise profile contains the settings that will be used as default settings, each time a new user is added. For example, you can specify the enterprise name, which logo to display in the dashboard, set up the link the user will navigate to when clicking on Home or the logo, and the domain names that the server will recognize.
You can also change the time zone and language settings for the entire enterprise.


Determining which portlets a user can view
The Portlets tab displays a list of all available portlets, indicates whether they are currently active or inactive, and shows which groups have permission to use each portlet. You can edit a portlet's properties, as follows:

■    Determine whether to make the portlet active or inactive.

■    Assign which roles that will have access to the selected portlet. To edit a portlet's properties
1    Go to Control Panel>Portal>Plugins Configuration.

2    In the Plugins list, click the portlet that you want to edit.

3    In the text box, type the roles that you want to be associated with the selected portlet, one role per line. A user must belong to one of these roles to be able to add this portlet to a page.

4    Click Save.

5    Click Back.


Deploying portlet packs
The files that configure and define portlet packs are packaged as WAR files. Use these WAR files to hot-deploy portlet packs in the Precise Custom Dashboard.
To hot-deploy a portlet or adapter

1    On Control Panel>Server>Plugins installation, click Install More Portlets.

2    Go to Upload file.

3    Browse for the WAR file.

4    Click Deploy. The hot-deploy process can take a number of seconds to complete.


How to configure LDAP
Precise Custom Portal version 9.6 can integrate with Lightweight Directory Access Protocol (LDAP).


Once integrated with LDAP, Precise Custom Portal version 9.6 gets all users and groups from the LDAP and synchronizes them into its own database. Login passwords are authorized by LDAP, thus preventing the need to keep (and verify) the users’ passwords within Precise Custom Portal. The following procedure describes how to configure LDAP.
To configure LDAP

1    Log in as Admin user to Custom Portal version 9.6.

2    Go to Control Panel>Settings>Authentication>LDAP.

3    Under Authentication, mark Enabled.

4    Under Default Values, mark Microsoft Active Directory Server.

5    Under Connection, provide the parameters fields described in the following table:

Base Provider URL    <url_of_the_base_provider> Base DN    <base_dn>
Principal    <domain_name>\<user_name>

Credentials    <password>


6    Under Users, provide the parameters as described in the following table:


Authentication
Search Filter

(&(objectCategory=person)(sAMAccountName=@screen-name@))


Import Search Filter     ((objectclass=person) User name    <user_name> Password     <password>
Email Address     <email_address> FIrst name     <given_name> Last Name    <last_name>
Job Title    <title>


7    Under Groups, do not mark/configure anything.

8    Under Import/Export, mark or clear the parameters as described in the following table:

Import Enabled    Mark.


Import on Startup
Enabled

mark.


Import Interval    Any selection as long as it is not grayed-out.

Export Enabled    Do not check this box.


9    Under Password policy, mark the “Use LDAP Password Policy” check box.

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