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Security
module propertiesSettings
This section describe the settings related to Security module.Listar propriedades
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Pre-defined users
The following user names are configured by default:
Administrator: built-in user that controls the Security System. No password is configured by default. You should set a password for this user.
Guest: used by default to access and when you log off as another user. No password is configured by default.
User: used as a generic login user. No password is configured by default.
The Guest user is the default user for anonymous logins and does not have a password assigned. It cannot be deleted or have a password added. When you log off as another user, the Guest user must be available. To restrict access to resources, you may modify the permissions for the Guest user.
Avoid creating other users with the same names or altering the row IDs of these built-in platform objects. The Administrator is the sole user capable of deleting, blocking users, and defining passwords for database interfaces.
Default properties
Security Users properties | |
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Field/Column | Description |
Name | Enter a user name. The system allows you to know if the name is not valid. |
Permissions | Select the permission group to be used by this user. See Configuring Permissions. |
Password | Enter a password for the user. The system allows you to know if the password is not valid. You can configure password requirements. See Configuring Policies. |
PasswordHint | Enter information that can help you remember the user’s password. |
Policy | Select the policy settings to use for this user. See Configuring Policies. |
Blocked | Select to block the user’s access. You may want to use this for users who are no longer in your company. |
Deleted | Select to block the user’s access and flag the user as deleted, without deleting the user. You may want to use this for users who are no longer in your company. |
Profile | Enter the user’s email address, phone number, and full name. |
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Pre-defined Security groups
The platform comes with a few predefined Permission groups that you can use, or you can create your own.
- Administrator
- Guest
- User
- Engineering
- Supervisor
- Maintenance
- Operator
Security Permissions properties | |
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Column | Description |
Name | Enter a name for the group. |
Edit | Select the modules users in the group can access when editing a project. |
Run | Select the modules users in the group can access when using the runtime. |
Description | Enter a description for the Permission group. |
Edit permissions
Edit Permissions properties | |
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Property | Description |
Unrestricted | Select to allow all Edit Permissions |
EditTags | Select to allow tag editing. |
Historian | Allow edition in Historian module. |
Security | Select to allow for the Security module access. |
Alarms | Select to allow for the Alarms module access. |
Scripts | Select to allow for the Script module access. |
Datasets | Select to allow for the Datasets module access. |
Displays | Select to allow for the Displays module access. |
Reports | Select to allow for the Reports module access. |
Startup | Select to allow Startup. |
Publish | Select to allow Publish. |
Settings | Select to allow for the Settings access. |
Notes | Select to allow for the Notes access. |
CreateTags | Select to allow tag creating. |
Run permissions
Run Permissions properties | |
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Property | Description |
Unrestricted | The user gets permission to do everything. |
Test | Once selected, the user can run a Test. |
Startup | Once selected, the user can run a Startup with all the modules. If not, the modules script, datasets, devices, and reports will not start. |
Shutdown | Once selected, the user is able to shutdown the application |
ClientStart | Once selected, the user is able to run all the modules in a startup. If not, the modules displays and devices will not start. |
ClientShutdown | Once selected, the user is able to shutdown the application as a client. |
StartTools | Once selected, the user can run the diagnostics tool, such as: property watch, trace window and module information. If it is not selected, the user is unable to start these tools. |
ToolsSetValues | Once selected, the user gets the read-only permission in the diagnostics tool, such as: property watch, trace window and module information. |
CreateUsers | Once selected, the user is able to create new user for the project. |
SwitchApplication | If it is not selected, the user can not switch application, the taskbar disappears. |
WebAccess | When the user has this permission, he can access the Web Client through the URL found in the Info → Redundancy → Web Client URL. If this option is not selected, the user cannot use the Web Client. |
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Pre-defined Policies
The platform comes with a few predefined policies that you can use, or you can create your own.
Default
Enhanced
Critical
Security Policies properties | |
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Column | Description |
Name | Enter a name for the policy. The system allows you to know if the name is not valid. |
Identification | Select the password rules for both editing a project and accessing the runtime. |
Esign | For runtime only. Select to enable a timeout for the runtime login. Enter the timeout period in minutes. |
Session | For runtime only. Use to enable a timeout for the runtime session. Select what will cause an automatic logoff, then enter the appropriate values for InactivityMinutes and DurationHours. This setting only logs the user off. The application continues to run. |
Description | Enter a description for the policy. |
Identification properties
Security Identification properties | |
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Property | Description |
AllowPasswordChange | Allows password changes. |
PasswordMinLength | Sets the minimum password length. |
BlockOnInvalidAttempts | Defines the maximum number of invalid attempts before blocking. |
AllowShareUser | |
UserNameMinLength | Sets the minimum length of the user name. |
PasswordHistory | |
MinPasswordAge | |
MaxPasswordAge | |
BlockAging |
Esign properties
Security Esign properties | |
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Property | Description |
Enableed | |
TimeoutMinutes |
Session properties
Security Session properties | |
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Property | Description |
AutoLogOff | |
InactivityMinutes | |
DurationHours |
RuntimeUsers
Content
Advanced settings
Runtime Execution
Content about Security Runtime Execution
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The Monitoring Client Connections empowers you to track and manage active connections. This functionality enables efficient troubleshooting and resource allocation for your project's needs.
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During the launch of an application, the Login process accepts all users defined in the Project Configuration. Additionally, it is possible to dynamically add Runtime Users during runtime execution, and they are stored in a default database located in Datasets → Dos → RuntimeUsers. Customization of the database used for user storage is also possible in the Module Datasets. Furthermore, users can be created or modified using the Security Namespace's available methods.
To simplify user management, a platform Plugin is available in the Security Module that provides a template application for creating a Runtime Display. The UserManagement Plugin can be imported by selecting the appropriate Plugin in Project → Plugins. Once imported, the Plugin creates names, such as SecurityAccounts and ChangePass, that aid in user management.
The Security Namespace offers a wide range of methods that can be used to create or modify Runtime Users before starting runtime execution or during project execution. The documentation provides detailed information on the available features and methods, allowing users to enhance their application's functionality and flexibility during runtime. By utilizing the Security Module's capabilities, users can effectively manage Runtime Users, increasing the overall security and functionality of their applications.
In the following, you can find more details regarding the available RuntimeUser
methods in the Security namespace:
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Adding Runtime Users @Security.NewRuntimeUser(string name, out int errorCode) // Creates a new RuntimeUser // name: User Name // errorCode: Error code (output) // Returns: String containing the error message (if error) or empty (if not error) @Security.AddRuntimeUser(string name, string permissionsStr, string password, string passwordHint, string policyStr, string profilePhone, string profileCompleteName, bool oneTimePassword) // Add Runtime User // name: User Name // permissions Str: Permissions // password: Password // passwordHint: Password hint // policyStr: Policy // profileEmail: Profile email // profilePhone: Profile phone // profileCompleteName: Profile complete name // oneTimePassword: flag (true or false) to set a One Time Password setting. If true, a password change is required after first login // Returns: String containing error message (if error) or empty (if not error) |
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The Login page is editable. You just need to select the display with name LogOn to edit its layout. As you can see in the code behind of that display, it calls the method Security.Logon()
to do the validation of the user. If you want to perform any other user validation, you just need to modify that logic calling your own validation system, and then calling the LogOn
method, according to the results of your validation.
Another way to customize the logon is to put your own custom logic on the ClientStartup script task. The script is executed on any computer that is connected to the server application. You can perform verifications based on computer IP, computer name, Windows Active-Directory Logged user, or any other criteria to specify if the user is allowed to start the application and which should be their credentials. After that, you can either call client.Shutdown
to terminate the application if it was an unauthorized access or Security.Logon()
with a user that matches the selected security profile.
By default, when starting the application on a client computer, instead of requesting a login, we start the system with the user GUEST. The user Guest is equivalent to an anonymous login. If you do not want that on your application, just replace the startup page with a page requesting the Logon information.
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