Home / FactoryTalk Optix / Security
Description
This video provides a brief look at how to create users, groups and roles in FactoryTalk Optix Studio.
Users and groups are part of your security policy and control how users access your application at runtime. Add and view users and groups to your project in the Security folder of Project view. Add users to groups using the Manage Users and Groups dashboard.
Transcript
(00:01) in this video I’m going to take a look at creating users groups and roles in Factory talk Optics studio and um to do that first we’ll talk a little bit about the authentication uh mode and settings and if you if we come up here to the U we’re inside of fector talk Optics studio and I’ve got a you know one of my previous projects built um that you know kind of already pre-built but if I come up here to the very top and to the project itself which is is called oven simulator if I click on it I’ll come over here to
(00:34) the properties on the right hand side and we can see there’s properties set for localization authentication and password policy um so for localization we can we can Define you know our locals and um you know default units of measurement if we’re using uh in different uh countries uh but under authentication we have various authentication methods and right now it’s defaults to model only the other options here are local domain domain and local domain local and model and then oath 2.
(01:17) 0 so um to get a better understanding of what those particular settings are I I kind of have the help file already open uh by hitting the question mark up there and going to help and underneath we find the users groups and roles which is what we’ll be talking about but then right underneath that is authentication and for authentication um you know first I want to show you that uh underneath the you know kind of the the root level of this help article it does talk about the um you know which depending on which operating system you’re on you’re you’re
(01:50) running Optics runtime on the the authen authentication mode that would be available to you so in Windows we have all options available to us um in uh Ubuntu 22 we have model uh ldap server and OA 2.0 um obviously no active directory in Linux also want to come down um there was the password policy setting here and just to show you the password policies would only be um uh uh used with the model users only and this would be basically trying to force you know to various uh password lengths and um age settings and whatnot to to have a
(02:35) user reset so um we’re going to go ahead and keep for this example we’re going to keep our setting to model um oh what I didn’t actually show you there was if I went to the next uh section underneath authentication is a definition of those authentication modes so model is basically going to be a user that is created inside the factor talk Optics Studio local um I shouldn’t say local since local means local com machine user or PC user uh but model is um inside of the Optics application itself so to do this it’s actually
(03:16) pretty straightforward we’ll come back to dashboard and we already have a um a wizard button right here on the dashboard for manage users and groups um also if I were to come to the project view we can see underneath the security folder we do have users groups and roles and right now nothing is there’s no um no ability to expand these folders so there’s no users groups or roles created I could rightclick and say new user at this point so I could do that right from here I could also come up here to the wizard so click on the wizard we get the
(03:55) you know no users available no groups available and no roles are available so if I want to add a user pretty easy we’ll click the button uh the username defaults to user one U you can rename that of course you it will ask you to put in a password I’m going to just create a password I’m going to call mine password one for local you can Define where the user’s local is if you have multiple locals uh I only have one of course for the United States um for language you can choose different the different language based for the user
(04:32) and then for units of measure you can also change that as well and then for domain we’re going to leave that blank and we will say add uh go ahead and add a second user at this point so it defaults the user two I’m going to go ahead and keep that and I will Define a password called password 2 for myal I will also be uh the defaults here for me on your the English and us and US customary and say add all right so a couple us just created and that’s pretty much it for users for groups we can add a group uh default name here is group
(05:13) one I’m going to leave it default obviously you can call your group however you want to call it and now that we’ve created a few users we can choose who will be in that group so we’ll say hey user one will be in group one go ahead and add a second group group two Define user 2 into group two all right so very straightforward adding users and groups notice as I did that underneath my security folder and users folder my user one and two were added and underneath my groups group one and two were added there as well um lastly to
(05:50) create a role you know roles could be things like um you know ad administrator um you know operator engineer you know whatever type roles you want so you know we can now you know say anybody who’s in group one can be assigned to a role or a particular user can be assigned to a role so maybe uh everybody in group one will get assigned to role one and if I create a second role maybe everybody that is defined to group two would be in that role um you know but we can we could really customize you know who has access based
(06:26) you know on the roles as well so that’s about it we’re um we’ve got our users our groups and our roles and we go ahead and hit exit and we’ve set that up in next video we’ll show about how we can now use those um user groups and roles to control you know what content uh we display on the screen or make available uh to the uh to the person once they’re logged in
Tutorial List