Key Concepts and Terms

The Security Module defines the Users allowed to use or modify solution, and their Roles, Permission, and Security Policies. The definition of users can be created locally using the platform tools or executed in connection with external definitions such as Active Directory, LDAP servers, or external SQL databases.

Users

Anyone accessing the solution, either in engineering (Designer Tool) or in runtime mode (Displays).

Permissions

Permissions are set levels of access for each user that determine what they can or cannot do within the solution.

Policies

Policies manage requirements on User Identification and Session Control.

RuntimeUsers

These users are created and retrieved from an external encrypted SQL database or other identification servers.

Understanding the Security Module

What the Security Module Enables

User roles management

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

Managing External Users (Runtime 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 Solution Configuration

The platform provides several tools to secure the solution configuration itself.  By assigning Permissions and Policies, administrators can control which users have access to specific modules, editors and documents. This ensures that only authorized users can make changes on each part the solution configuration.

Securing Runtime Execution

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

Users, Permissions and Policies Summary

For a summary of the Security Configuration, go to Security Overview, which 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 set of Permissions and a to a Session Policy.

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 solution configuration.

→ Read more about RuntimeUsers.

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

Customizing Login Procedures

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

Further User management can also be execute on Scripts.

→ Read more on Scripts, Handling Security

Applying Security to Displays

Regulate user access and interactions within displays, either by protecting the entire display, or specific commands or elements within each display.

Display Edit or Run Security

The configuration table Displays / List, has the columns EditSecurity and RunSecurity that allow to define the PermissionGroups allowed to configure, or open in runtime, each displays. 

Security within the Display

When drawing the solution User Interface, there is a Dynamic Property specifically to apply security to any Input the operator may do at the display.

→ Read more on Drawing User Interfaces / Dynamics and UI Elements, the Security Dynamic configuration. 

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.

Best Practices and Troubleshooting

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.

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.

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