certna:apex_managing_roles
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certna:apex_managing_roles [2020/03/24 23:38] – brett.zamora | certna:apex_managing_roles [2020/03/26 22:31] (current) – brett.zamora | ||
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==== Manage Roles ==== | ==== Manage Roles ==== | ||
- | Functionality in APEX is controlled through a series of Role and Permission definitions. | + | Functionality in APEX is controlled through a series of Role and Permission definitions. |
- | APEX does not have a UI for role creation because any new role record would be created with a database script along with its corresponding permissions during a standard | + | You can click this link for more detailed information about [[certna: |
- | The following roles are currently defined in the CeRTNA ERDS/G2G system: | + | To manage Roles you must login to a user that has been assigned a System Administrator role. Once you are signed into APEX as a System Administrator you will be presented with the following System Administrator view: |
- | {{tablelayout? | ||
- | ^ ROLE_ID ^ ROLE_NAME ^ DESCRIPTION ^ | ||
- | | 1 | Submitter User | A role that is able to submit transactions for electronic recording. | | ||
- | | 2 | County User | A role for county-side non-administrative functions. | | ||
- | | 4 | System Administrator | A role with full access to the ERDS/G2G system. | | ||
- | | 8 | Security Administrator | Defined but not used in the ERDS/G2G system. | | ||
- | | 16 | Submitter/ | ||
- | | 32 | County Administrator | A role county-side user and admin functions. | | ||
- | | 64 | System Alert Recipient | Defined but not used in the ERDS/G2G system. | | ||
- | | 128 | Submitter Developer | A role the emulates a submitter user but also has access to developer tools. | | ||
- | | 256 | County Developer | A role that emulates a county administrator user but also has access to developer tools. | | ||
- | | 512 | County Public Service User | A role for accessing county oriented web services. | | ||
- | | 1024 | Agent Public Service User | A role for accessing submitter oriented web services. | | ||
- | | 2048 | Payload Service User | A role setup for server-side server-side sending/ | ||
- | | 4096 | Service Submitter User | A role to facilitate submitter remote folders support. | | ||
- | | 8192 | Service County User | A role to facilitate county user remote folders support. | | ||
- | | 16384 | Service County Administrator | A role to facilitate county administrator remote folders support. | | ||
+ | {{: | ||
- | APEX application and user functionality is controlled based on the permissions that are assigned to a particular role. Every user record has a role assignment. | ||
- | The APEX permission architecture is broken down into 5 basic categories as follows: | + | To update the permissions for a role, click the Manage Roles option on the Administration tab. The following screen will be displayed: |
- | {{tablelayout? | + | {{: |
- | ^ Category ^ Description ^ | + | |
- | | Modules | The APEX source code is structured in manner that segregates groups of functionality into various modules, for example an Administration Module or a Common Module or a Reports Module. Within these categories source code can be sub-categorized further, for example in the Administration Module there is Agent Management, County Management, Role Management, Submitter Management, etc. In addition to permission management, structuring the code in this manner helps with resource management, for example, there is no need for the County Management module to be loaded if you are performing an Agent Management function. | + | |
- | | Public Service | This category is used to define which public web services a role is authorized to use. | | + | |
- | | Reports | This category is used to define which reports a role is authorized to use. | | + | |
- | | Service Command | As a Windows Communication Foundation (WCF) based application, | + | |
- | | View Permission | The APEX UI is built upon a series of visual components. For example, ribbons, buttons, tabs, grids, etc. Different functional roles will have different will use different sets of controls, for example the view that a Submitter or County sees, will be different than a System Administrator would see or the controls that a Developer would see would be different from the controls that a non-developer would see. These viewable objects are controlled through the View Permission and they are segregated based on role. | | + | |
- | The Following table contains | + | Select the role that you want to set permissions for. Permissions are enabled when the box for a selected row is checked and the permissions |
+ | You can also back out of any changes that you have made by clicking the Discard Role/ | ||
- | {{tablelayout? | + | For more detailed information about Roles & Permissions [[certna:apex_roles_permissions|click here]]. |
- | ^ PERMISSION_NAME ^ ROLES ^ DESCRIPTION ^ | + | |
- | "| ModulePermission_APEX.Administration.Module | System Administrator, | + | |
- | Service County User, | + | |
- | | ModulePermission_APEX.Administration.Module.AgentAssignmentAdministrationModule | System Administrator | Assign Submitters to Agent in administration | | + | |
- | | ModulePermission_APEX.Administration.Module.AgentsManagementModule | System Administrator | Agent Management in administration | | + | |
- | | ModulePermission_APEX.Administration.Module.AnnouncementsManagementModule | System Administrator, | + | |
- | "| ModulePermission_APEX.Administration.Module.AuthorizedSubmittersManagementModule | System Administrator, | + | |
- | Service County User, | + | |
- | | ModulePermission_APEX.Administration.Module.CertificateGeneratorAdministrationModule | System Administrator | Certificate generator in administartion | | + | |
- | | ModulePermission_APEX.Administration.Module.CommandManagerModule | System Administrator | Command Management in administration | | + | |
- | | ModulePermission_APEX.Administration.Module.ContactsManagementModule | System Administrator | Contact Management in administration | | + | |
- | | ModulePermission_APEX.Administration.Module.CountiesManagementModule | System Administrator, | + | |
- | | ModulePermission_APEX.Administration.Module.CountyDocumentTypesManagementModule | System Administrator, | + | |
- | "| ModulePermission_APEX.Administration.Module.CountyHolidayManagementModule | System Administrator, | + | |
- | Service County User, | + | |
- | | ModulePermission_APEX.Administration.Module.OrganizationsManagementModule | System Administrator | Organizations Management in administration | | + | |
- | "| ModulePermission_APEX.Administration.Module.SubmittersManagementModule | System Administrator, | + | |
- | Service County User, | + | |
- | | ModulePermission_APEX.Administration.Module.SystemSettingsManagementModule | System Administrator | Submitters Settings in administration | | + | |
- | | ModulePermission_APEX.Administration.PayloadInspector.Module | System Administrator | Payload Inspector in administration | | + | |
- | | ModulePermission_APEX.Administration.Roles.Module | System Administrator | Roles Management in administration | | + | |
- | | ModulePermission_APEX.Administration.Users.Module.UsersManagementModule | System Administrator | Users Management in adminstration | | + | |
- | | ModulePermission_APEX.Administration.WorkstationsAdministrationModule | System Administrator | Workstaion Management in administration | | + | |
- | "| ModulePermission_APEX.Common.Module | Submitter User,County User,System Administrator, | + | |
- | Agent Developer, | + | |
- | Service County User, | + | |
- | "| ModulePermission_APEX.Dashboard.Module | Submitter User,County User, | + | |
- | Agent Developer, | + | |
- | Service County User, | + | |
- | | ModulePermission_APEX.DevTools.Module | Agent Developer, | + | |
- | "| ModulePermission_APEX.HealthMonitor.Module | Submitter User,County User, | + | |
- | Agent Developer, | + | |
- | | ModulePermission_APEX.Payloads.Editor.Module | Submitter User,Agent Developer, | + | |
- | "| ModulePermission_APEX.Payloads.Module | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Displays Payloads Panel |" | + | |
- | "| ModulePermission_APEX.Payloads.Retriever.Module | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | | ModulePermission_APEX.Payloads.Sender.Module | | Permission for Payloads Sender | | + | |
- | | ModulePermission_APEX.PayloadService.Module | Agent Developer, | + | |
- | | ModulePermission_APEX.RemoteCommands.Module | System Administrator | Remote Commands on administration | | + | |
- | "| ModulePermission_APEX.Reports.Module | Submitter User,County User,System Administrator, | + | |
- | Submitter/ | + | |
- | County Developer, | + | |
- | "| ModulePermission_APEX.Repositories.Module | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Displays repositories and gives access to them |" | + | |
- | "| ModulePermission_APEX.SimplifiedLogs.Module | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Permission of Log Panel |" | + | |
- | "| ModulePermission_APEX.UserConfiguration.Module | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Permission for User Configuration Module to load. |" | + | |
- | "| PublicServiceCommand_AddFile | County Public Service User,Agent Public Service User | Permission for adding files into the archive repository the | + | |
- | root folder of which is set in the web.config with key | + | |
- | PayloadArchiveFolder (default values is C:\Archive) . |" | + | |
- | | PublicServiceCommand_CalculatePayloadChecksum | County Public Service User,Agent Public Service User | Payload CheckSum for Public Service | | + | |
- | "| PublicServiceCommand_ExternalChecksumManagement | County Public Service User | Permission for store and validate chekcum calls. | + | |
- | (StoreChecksum, | + | |
- | | PublicServiceCommand_GetFileChecksum | Agent Public Service User,County Public Service User | Returns File Checksum for archived files in Public Service. | | + | |
- | | PublicServiceCommand_GetSessionUser | County Public Service User,Agent Public Service User | Returns the user in session for Public Service | | + | |
- | | PublicServiceCommand_GetSubmittedPayloadQuanitities | County Public Service User,Agent Public Service User | for public service returs number of submitted payloads for Public Service | | + | |
- | "| PublicServiceCommand_ReplaceFile | County Public Service User,Agent Public Service User | Permission for replacing files into the archive repository the | + | |
- | root folder of which is set in the web.config with key | + | |
- | PayloadArchiveFolder (default values is C:\Archive) . |" | + | |
- | | PublicServiceCommand_ValidateFileChecksum | County Public Service User,Agent Public Service User | Validatie checksum for archived file in public service. | | + | |
- | | PublicServiceCommand_ValidatePayloadDocumentChecksum | County Public Service User,Agent Public Service User | Validatie Payload Document checksum for public service for Public Service | | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County User, | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County Administrator | Activity Summary Report |" | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Agent Developer, | + | |
- | Service County Administrator | Authorized Submitter Report |" | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County Administrator | Recordation Report County |" | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County Administrator | Reject Detail Report |" | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | County Developer, | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County Administrator | Transaction History Report |" | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County Administrator | Administrative Report/ | + | |
- | "| Reports%/ | + | |
- | County Developer, | + | |
- | Service County Administrator | Administrative Report/ | + | |
- | | Reports%/ | + | |
- | | Reports%/ | + | |
- | "| Reports%/ | + | |
- | Service County Administrator | Administrative Report/User List |" | + | |
- | | ServiceCommand_AdministartionCertificateManagement | System Administrator | All Certificate Management calls from APEX Administration session. | | + | |
- | "| ServiceCommand_CertificateManagement | Submitter User,County User, | + | |
- | Agent Developer, | + | |
- | Service County Administrator | All Certificate Management calls from APEX Agent and County | + | |
- | | + | |
- | "| ServiceCommand_ExchangeCertificatePublicKeys | Submitter User,County User,System Administrator, | + | |
- | Agent Developer, | + | |
- | Service County User, | + | |
- | "| ServiceCommand_GetAgentPayloadShortInfos | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | not found in source code |" | + | |
- | "| ServiceCommand_GetPayloads | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | not found in source code |" | + | |
- | "| ServiceCommand_GetPayloadShortDescriptions | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Displays Payloads Info of selected repository |" | + | |
- | | ServiceCommand_GetPayloadShortDescriptions_PayloadService | Payload Service User | Displays Payloads Info of selected repository for payload service | | + | |
- | "| ServiceCommand_GetRepositoryPayloadQuanitities | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Returns Payloads number of each repository |" | + | |
- | "| ServiceCommand_GetTransactionChunkCount | Submitter User,County User,System Administrator, | + | |
- | County Administrator, | + | |
- | Service County User, | + | |
- | for each transaction |" | + | |
- | "| ServiceCommand_GetTransactionChunkCount_PayloadService | Payload Service User | gives the permission to have the number of chunks | + | |
- | for each transaction in payload service |" | + | |
- | "| ServiceCommand_GetUserConfigurationInfo | Submitter User,County User,System Administrator, | + | |
- | Agent Developer, | + | |
- | Service County User, | + | |
- | "| ServiceCommand_GetUserInfo | Submitter User,County User,System Administrator, | + | |
- | Agent Developer, | + | |
- | Service County Administrator | Returns the information of the loged in user |" | + | |
- | | ServiceCommand_PayloadFromLog | System Administrator, | + | |
- | "| ServiceCommand_ReceivePayload | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | gives the permission to be able to retrieve the submitted payload |" | + | |
- | | ServiceCommand_ReceivePayload_PayloadService | Payload Service User | gives the permission to be able to retrieve the submitted payload in Payload service | | + | |
- | | ServiceCommand_RemoteCommandManagement | System Administrator | Remote Commands Management on administration | | + | |
- | "| ServiceCommand_SendPayload | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | gives the permission to be able to send the payload |" | + | |
- | | ServiceCommand_SendPayload_PayloadService | Payload Service User | gives the permission to be able to send the payloads in Payload service | | + | |
- | "| ServiceCommand_SetUserConfigurationInfo | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Gives the permission to save and update the user configuration values. |" | + | |
- | | ViewPermission_APEX.Administration.Roles.Module.RolePermissionsAdministrationView | System Administrator | Roles Management to get the permissions of each role in administration | | + | |
- | | ViewPermission_APEX.Administration.Roles.Module.RolesAdministrationView | System Administrator | Roles Management in administration | | + | |
- | "| ViewPermission_APEX.Common.Module.EditableObjectsRibbonControl | Submitter User,County User,System Administrator, | + | |
- | Agent Developer, | + | |
- | Service County User, | + | |
- | | ViewPermission_APEX.Dashboard.Module.DashboardRibbonControl | County Developer, | + | |
- | | ViewPermission_APEX.Dashboard.Module.DashboardView | County Developer, | + | |
- | | ViewPermission_APEX.DevTools.Module.AgentDevToolsRibbonControl | Agent Developer, | + | |
- | | ViewPermission_APEX.DevTools.Module.CountyDevToolsRibbonControl | County Developer, | + | |
- | | ViewPermission_APEX.DevTools.Module.SharedDevToolsRibbonControl | Agent Developer, | + | |
- | | ViewPermission_APEX.DevTools.Module.StressTestingRibbonControl | Agent Developer, | + | |
- | | ViewPermission_APEX.Payloads.Module.AgentPayloadsRibbonControl | Submitter User,Agent Developer, | + | |
- | | ViewPermission_APEX.Payloads.Module.AgentPayloadsView | Submitter User, | + | |
- | "| ViewPermission_APEX.Payloads.Module.CountyPayloadsView | County User,County Administrator, | + | |
- | Service County Administrator | The grid containing Payloads information for County user |" | + | |
- | | ViewPermission_APEX.Payloads.Module.LocalAgentPayloadViews | Submitter User,Agent Developer, | + | |
- | "| ViewPermission_APEX.Payloads.Module.LocalCountyPayloadViews | County User,County Administrator, | + | |
- | Service County Administrator | The grid containing Payloads information of Local repositories for County user |" | + | |
- | "| ViewPermission_APEX.Payloads.Module.LocalSharedPayloadViews | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | The grid containing Payloads information of Local repositories common for different users |" | + | |
- | "| ViewPermission_APEX.Payloads.Module.PayloadsRibbonControl | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | not found in source code |" | + | |
- | | ViewPermission_APEX.Payloads.Module.PayloadsView | System Administrator | not found in source code | | + | |
- | | ViewPermission_APEX.Payloads.Module.RemoteAgentPayloadViews | Submitter User,Agent Developer, | + | |
- | "| ViewPermission_APEX.Payloads.Module.RemoteCountyPayloadViews | County User,County Administrator, | + | |
- | Service County Administrator | Permission for pyloads of remote repositories for County User |" | + | |
- | "| ViewPermission_APEX.Payloads.Module.RemotePayloadsRibbonControl | Submitter User,County User, | + | |
- | Agent Developer, | + | |
- | Service County Administrator | Permission to display the controls on ribbon which are related to Remote payloads. |" | + | |
- | "| ViewPermission_APEX.Payloads.Module.RemoteSharedPayloadViews | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Permission for pyloads of remote repositories coomon for different Users |" | + | |
- | "| ViewPermission_APEX.Payloads.Retriever.Module.PayloadsRetrieverStatusBarControl | Submitter User,County User, | + | |
- | Agent Developer, | + | |
- | Service County Administrator | Permission to display information related to retrive payloads on status bar |" | + | |
- | "| ViewPermission_APEX.Payloads.Retriever.Module.PayloadsRibbonControl | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | "| ViewPermission_APEX.Payloads.Sender.Module.PayloadsRibbonControl | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Permission to display send payload button on the ribbon |" | + | |
- | "| ViewPermission_APEX.Payloads.Sender.Module.PayloadsSenderStatusBarControl | Submitter User,County User, | + | |
- | Agent Developer, | + | |
- | Service County Administrator | Permission to display information related to send payloads on status bar |" | + | |
- | | ViewPermission_APEX.Repositories.Module.LocalRepositoriesView | Agent Developer, | + | |
- | "| ViewPermission_APEX.Repositories.Module.RemoteRepositoriesView | County User,County Administrator, | + | |
- | Service Submitter User, | + | |
- | "| ViewPermission_APEX.SimplifiedLogs.Module.SimplifiedLogsView | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service County Administrator | Permission to display Log Panel |" | + | |
- | "| ViewPermission_APEX.UserConfiguration.Module.UserConfigurationView | Submitter User,County User,County Administrator, | + | |
- | County Developer, | + | |
- | Service Submitter User, | + | |
certna/apex_managing_roles.1585093111.txt.gz · Last modified: by brett.zamora