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Assign Link Attribute Values

Assign link attribute values between the selected entities once you edit a configuration file and add the applicable headers.

To assign and view attributes

  1. Navigate to and open the configuration file.

    The filename.cfg window appears.

  2. Select an entity and select Edit, Edit entity.

    The entity window appears.

  3. In the entity Resources, Users or Roles tab, select a resource, user or role and click Attributes.

    The Link Attributes window appears listing the entity, the linked entity resource, and attributes linking them.

  4. Assign a value to the attribute in the Value column and click OK.

    The attributes are assigned to the selected values.

New Resource (Resources Database Only)

On some occasions you may need to add a new resource to the Resource Database but do not want to import data using the import process provided by the client tools. This may arise in the case where you want to add a single resource only. The client tools provide you with the means to manually add resources and their details to the Resources database.

The Resources Database contains several fields, the exact number and name of those fields depends on the mapping that was performed when the data base was first imported and created. Three of the fields, Res Name 1, Res Name 2 and Res Name 3 will appear by default. When adding a new resource, a value must be supplied for at least one of those three fields. In any case the combination of values provided for the three Res Name fields must be unique amongst all the resources present in the database. The Res ID field is a key field and is non-modifiable in this window. The remaining fields can contain data filled in by the Role Engineer.

Resource details include the following fields:

Field

Description

Res ID

CA GovernanceMinder automatically designates the new resource with a Res ID. This is a key field. It is a non-modifiable field and is grayed out.

Res Name 1

Res (resource) Name 1 should correspond to the format of other resources in the Resources Database. Res Name 1, Res 2 and Res Name 3 become key fields together with Res ID. Its length can be a maximum of 128 characters. Subsequently, it will be grayed out in the Edit Resource window.

Res Name 2

Res (resource) Name 2 should correspond to the format of other resources in the Resources Database. Res Name 1, Res Name 2 and Res Name 3 become key fields together with Res ID. Its length can be a maximum of 128 characters. Subsequently, it will be grayed out in the Edit Resource window.

Res Name 3

Res (resource) Name 3 should correspond to the format of other resources in the Resources Database. Res Name 1, Res Name 2 and Res Name 3 become key fields together with Res ID. Its length can be a maximum of 128 characters. Subsequently, it will be grayed out in the Edit Resource window.

Owner

An optional 128 character text field.

Organization

An optional 128 character text field.

Location

An optional 128 character text field.

All other fields are optional 128 character text fields and appear as a consequence of the Database definitions that were set when the Database was first created.

To manually add a resource to the resource database

  1. Open or make active the configuration file that is associated with the Resource database to which you want to add a resource.
  2. From the Configuration files toolbar click the Resource Database icon. The Resource Database window opens.
  3. Click Edit, New Resource.

    The Resource Details window opens.

    The Res ID field is updated automatically when the newly added resource is included in the configuration file.

  4. Enter a value for at least one of the three Res Name fields. This is mandatory.
  5. For each of the remaining fields, select a suitable value from the drop-down list boxes as required.
  6. Click OK. The new resource is added to the Resource database and appears in the Resources Database window.
  7. Add the new resource to the configuration file by dragging it onto resource panel in the configuration window.

    Modifiable fields are equipped with drop-down menus that include all current database definitions for the field. To change a field definition, choose the new definition, and click OK.

Edit Resource (Resources Database Only)

This option enables you to modify resource data in the Resources Database for a single record. It is only available when a Resources Database is active.

To manually edit user details in the users database

  1. Open or make active the configuration file that is associated with the Resource database for which you want to edit resource details.
  2. From the Configuration files toolbar click the Resource Database icon.

    The Resource database window opens.

  3. Select a Resource from within the Database.
  4. Click Edit, Edit Resource.

    The Resource Details window opens.

    The Res ID, Res Name 1, Res Name 2 and Res Name 3 are key fields and are cannot be modified.

  5. Select a new value for any of the modifiable fields from the drop-down lists. These include all current database definitions for the field.
  6. Click OK to save the changes and return to the Resource Database window.

    The changes to the Resource Details are reflected in the Resource Database and the Configuration window.

Change Resource Attributes (Resources Database Only)

This option enables you to modify resource data in the Resources Database for a selection of records. It is only available when a Resources Database is active. Functionally it is similar to Editing Resource data.

To change resource attributes for several records

  1. Open or make active the configuration file that is associated with the Resource database for which you want to change resource attributes.
  2. From the Configuration file's toolbar click the Resource Database icon. The Resource database window opens.
  3. Select several Resources from within the Database.
  4. Click Edit, Change Resource Attributes.

    The Resource Details window opens.

    The Res ID, Res Name 1, Res Name 2 and Res Name 3 are key fields and are cannot be modified.

  5. Select a new value for any of the modifiable fields from the drop-down lists. These include all current database definitions for the field.
  6. Click OK to save the changes and return to the Resource Database window.

The changes to the Resource Details are reflected in each of the previously selected records in the Resource Database and the Configuration window.

More information:

Edit Resource (Resources Database Only)