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Overview

This page provides an overview about settings related to Security module.


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SecuritySettings
SecuritySettings
Security Settings

This section describe the settings related to Security module.

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SecurityUserProperties
SecurityUserProperties
Users

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.

Note
titleGuess access
If the User did not execute any Log On or Identification procedure, it will be recognized as the pre-defined Guest User, which is equivalent to an anonymous access.

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

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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SecurityPermissionsProperties
SecurityPermissionsProperties
Permissions


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

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

It is possible to allow/deny a user to edit different project tabs in the Engineering Environment. The available options are shown in the image below.

Edit Permissions properties

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

It is also possible to allow/disallow a user to perform different actions during Runtime.

Run Permissions properties

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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SecurityPoliciesProperties
SecurityPoliciesProperties
Policies

On Security → Policies, there are three main configuration columns that can be important for CFR 11 compliance.

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

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.


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IdentificationProperties
IdentificationProperties
Identification properties

Contains several password configuration options, detailed below:

Security Identification properties

Property

Description

AllowPasswordChange

Indicates if a user, other than an administrator, can change its own password.

PasswordMinLength

Minimum character length for password (0 means no restrictions).

BlockOnInvalidAttempts

Maximum number of login attempts before blocking user (0 means no restrictions).

AllowShareUser

Indicates if user can be shared between stations.

UserNameMinLength

Minimum character length for username (0 means no restrictions).

PasswordHistory

Remember last passwords (Range: 0-5).

MinPasswordAge

Minimum password age in hours (0 means no restrictions).

MaxPasswordAge

Maximum password age in hours (0 means no restrictions).

BlockAging

Maximum blocking age in hours (0 means no restrictions).


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EsignProperties
EsignProperties
Esign properties

When enabled, a password will be requested for Action Dynamics with eSign. The password remains valid for a specified timeout time (in minutes).

Security Esign properties

Property

Description

Enableed


TimeoutMinutes



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SessionProperties
SessionProperties
Session properties

User can be logged off according to a determined Inactivity Time (in minutes) and/or after a maximum session duration (in hours).

Security Session properties

Property

Description

AutoLogOff


InactivityMinutes


DurationHours


To apply a created session configuration to a User, go to Security → Users (Policies Columns), and select the desired option.



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SecurityRuntimeUsersProperties
SecurityRuntimeUsersProperties
RuntimeUsers

Content

The combination of the Runtime Users and the ones defined at the SecurityUsers table are called Project Users.

Note

The main difference between the two is that engineering users can access the software's engineering mode, allowing them to design and configure the project. In contrast, runtime users only can use the application, they cannot change the project configuration or design since they don't have access to the engineering mode.



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