Key Concepts and Terms

The Security Module secures the data exchange between the platform and external databases.

Understanding the Security Module

User roles management

Managing user roles in FactoryStudio involves assigning a role to each user that defines their level of access to various components of the project. Each role has its permissions, which can be customized to meet the security requirements of your organization.

External Users

External Users in this context refers to users who are not part of the organization but need access to specific components of the project. This can include contractors, clients, or third-party vendors. These users are typically managed via RuntimeUsers or integration with Active Directory and LDAP.

Securing Solutin Settings

FactoryStudio provides several tools to secure project settings. By assigning Permissions and Policies, administrators can control which users have access to specific project settings and features. This ensures that only authorized users can make changes to critical project settings.

Securing Runtime Execution

Securing runtime involves managing user sessions in client displays by setting password requirements, session restrictions, and e-signature settings. FactoryStudio also allows administrators to monitor client connections and manage active sessions.

Users, Permissions and Policies

For a summarry of the Security Configuration, go to Security Module Overview

That page presents the basic configuration steps and properties for Users, Permission and Policies. 

The next section, presents the configuration of those elements in further details.

Configuring the Security Module

Configuration Workflow

Each user is assigned to a Security Group defined in Permissions and a Session Policy configured in the Policies.

RuntimeUsers

Runtime Users are either defined in an external database or created dynamically using the CreateUser method. They can log in and use remote operation displays similarly to users specified in the Project configuration.

→ Read more about RuntimeUsers properties.

AD/LDAP Integrations

Windows AD Integration

The platform can automatically execute user credentials validation and user connection identification using native Windows Active Directory integration, available for users connecting from Windows operating systems.

→ Read more about Windows AD / LDAP Server.

AD/LDAP Server Integration

When Windows AD integration is unavailable, automated identification can still be achieved using a business server-defined LDAP server.

→ Read more about Windows AD / LDAP Server.

Working with the Security Module

Runtime Execution

→ Read more about Security Runtime Execution.

Monitoring Clients Connections

Track and manage active connections, enabling efficient troubleshooting and resource allocation.

? Read more about Monitoring Client Connections.

Customizing Login Procedures

Modify the login page, fine-tune user validation, and incorporate custom logic into the client startup process for a tailored login experience. 

? Read more about Customizing Login Procedures.

Managing Users on Displays and Scripts

Regulate user access and interactions within displays and scripts to promote a secure and efficient work environment.

→ Read more about Managing Users on Displays and Scripts.

Security Runtime Attributes

The Security namespace contains all runtime information regarding the security system. The Client object has information about the current user logged at that client station.

→ Read more about Objects and Namespaces.

Troubleshooting and Best Practices

Troubleshooting and Common Issues:

• User Cannot Log In: Ensure the user is entering correct login credentials. Check if the user's account is active and not blocked or flagged as deleted. If the problem persists, contact your system administrator.
• Permission Denied Error: Check the user's assigned Permissions. Ensure they have the necessary access rights to perform the desired action. Update their Permissions or assign them to a different user group if necessary.

Best Practices and Recommendations:

• Regularly update your user list and their associated permissions to maintain security
• Conduct periodic audits of user accounts and permissions, making necessary updates and removing inactive users.
• Enforce strong password policies to enhance security.
• Require complex passwords that include uppercase and lowercase letters, numbers, and special characters. Encourage regular password changes.
• Keep your system up-to-date with patches and updates.
• Regular updates often include security enhancements and fixes. Ensure your system is up-to-date to benefit from these improvements.

In this section: