Installation Guide › Configuring the Server Post Installation › How the CA RCM Portal Uses Data Files › Configure Permission Filters

Configure Permission Filters

The permissions configuration is an internal configuration file that determines the access of each CA RCM user to privilege data and function screens of the portal.

The CA RCM installer creates a set of default permissions for basic users and administrators. To use some CA RCM features effectively, configure additional permission filters that expand the scope of data access given to basic users. For example, users need to view more entities associated with their account when they access self-service functions.

To configure permission filters

1. Verify that the database server and CA RCM server are running.
2. Run the DNA client application.
3. Click File, Review Database.

   The Database Wizard appears.

4. Select the Eurekify.cfg file, clear the Write Protected checkbox, and click Open.

   The Eurekify.cfg file appears. Each role in this configuration file represents a set of permissions. Each resource is a rule or filter that defines the scope of access to portal functions or data.

5. Click the Resource Database icon or click View, Resource Database.

   The resource database associated with the configuration appears in a new window.

6. In the resource database window, add three new filter entities to the resource section of the file, with the following attribute values:
   • Add the following user filter:

     ResName1: [FILTER_USER]

     Description: Users can see themselves in universes that use LoginID field

     Filter1: (user.LoginID=$$PersonID$$)

   • Add the following role filter:

     ResName1: [FILTER_ROLE]

     Description: Users can see their own roles in universes that use LoginID field

     Filter1: (~(user.LoginID=$$PersonID$$))

   • Add the following resource filter:

     ResName1: [FILTER_RES]

     Description: Users can see their own resources in universes that use LoginID field

     Filter1: (~(user.LoginID=$$PersonID$$))

   Apply the following attribute values to all filters:

   • ResName2: *
   • Type: Filter

     Note: To avoid truncating the filter string, expand the width of the Filter1 column in the Edit Resource pop-up before you enter the string.

     Important! If you mapped the login ID attribute to an attribute other than LoginID in the universe, change LoginID to the correct attribute in the filter. For example, if login IDs are stored in the GUUID attribute, change the filter as follows:

     (user.GUUID=$$PersonID$$)

   Enter a value for the Filter ID attribute of each new entity according to the numerical sequence of the file.

7. Select the new resources and drag them to the resource section of the Eurekify.cfg window.
8. The cursor changes into an ADD icon.
9. Release the cursor.
10. The new resources are added to the configuration file.
11. In the Eurekify.cfg window, select the new resources and drag them to the Eurekify Basic Role.

    The cursor changes into a LINK icon.

12. Release the cursor.

    The new resources are linked to the Eurekify Basic Role.

13. Right-click the Eurekify Basic Role and select Show All Linked Entities.

    User and resource entities linked to the role are highlighted.

14. Verify that the new filter resources are linked to the Eurekify Basic Role.
15. Save changes to the Eurekify.cfg file.