Adding Site Users

Manually add site users | Import system users | Import Plant Applications users

In order to grant access to Plant Applications, you must create a site user. Site users can be added in three ways:

  • You can manually add them

  • You can import current operating system users

  • You can import existing Plant Applications users

NOTE:  If you have existing Plant Applications users, create users of the same name in the Proficy (Workflow) Client and ensure that passwords are the same. If you create users in the Proficy Client, they are automatically aspected to the Plant Applications data model for viewing in the Plant Applications Administrator. Manually set the password in Plant Applications after a user is aspected to be the same as assigned in the Proficy Client.

To manually add site users:

  1. Expand Security Management.

  2. Right-click Site Users and click Add New User. An editable field opens under the Site Users folder.

  3. Type the name of the site user, and press Enter. User names can be a maximum of 30 characters. You can use any combination of special characters, such as & or #, and numbers and letters.

  4. Right-click on the site user and click Edit <user name> Properties. The Edit User dialog box appears.

  5. Edit one or more of the following:

  6. Short description: Use this field to type a brief description to help you identify the site user, particularly if your company uses ID numbers for the site user's name.

  7. Password: Use this field to add or change the site user's password. If you leave the password field blank, then anyone who knows a site user's user name can access Plant Applications. Passwords can be a maximum of 30 characters. You can use any combination of special characters, such as & or #, and numbers and letters.

  8. Windows Info: Use this to copy the site user's Windows user account information. If you do, the site user will have to use their network name and password to log in to Plant Applications, unless the Mixed Mode option is selected. If the UseProficyClient site parameter is set to "True," you must use a fully qualified domain name (FQDN). Refer to Managing Domain Names.

NOTE: The WindowsAuthentication site parameter must be set to True to use the Windows Info feature.

  • Default View: Use this field to define a default view for a site user. When the site user logs in to the Plant Applications Client program, the default view automatically opens.

  • Active: In order for the site user to be able to log in to any of the Plant Applications programs, this option must be selected. If this option is not selected, the site user can not log in to any of the Plant Applications programs.

  • Role-Based: If this option is selected, the site user must be added to a role before being made part of a security group.

  • Mixed Mode: If this option is selected, the site user can log in to Plant Applications using either their Plant Applications user name and password or their Windows network user name and password, if it's been copied using the Windows Info field.

  1. Click the Close button.

To import operating system users

  1. Expand Security Management.

  2. Right-click Site Users and click Import Operating System Users. The Import Windows Users dialog box appears.

  3. Do the following:

  1. optional: Under Available Domains, select the desired network domain.

  2. Under Available Windows Users, select one or more of the network domain users to import as Plant Applications site users.

  3. optional: Under Copy Security from User, select the Plant Applications user whose security group membership and access level you want to copy.

  4. Click OK .

  1. The selected domain users are now added as Plant Applications site users.

When you use this method to add a site user to Plant Applications, the site user is automatically given a randomly generated password, which can not be viewed without accessing the SQL table. It is important that you edit the site users' information and change the password to something that you know and can remember.

To import existing Plant Applications site users:

  1. Open the Excel workbook that contains the exported site user information.

  2. In the workbook, under the Selected column, type an X in the cell that corresponds to the site users you want to import.

  3. In the Plant Applications Administrator program, expand Security Management.

  4. Right-click Site Users and click Import Configuration (From Excel).

  5. Click OK to complete the import.

  6. Refresh the server to see the imported site users.

See Also