User Management during Runtime

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Description
This video provides a brief look at how to use the User Editor widget in FactoryTalk Optix Studio. This widget allows you to create and manage users during runtime.

FactoryTalk Optix provides the capability of creating local users and groups and/or using Windows domain accounts. When developing a project, designers can use the Template Libraries to quickly and easily add pre-built login and user management functionality.

Note about retentivity – There is a Retentivity folder that is part of any project by default. Also, by default, this folder contains a database called SecurityRetentivityStorage, which is assigned to the Security node. Therefore, any changes made to users during runtime will be retained.


Transcript
(00:02) in this video I want to show how we can go ahead and add new users during the runtime of our Optics application uh previous videos we created users um based you know basically in the design time in in logics uh in the Optics studio and we did that you know by coming in here and just basically going to the dashboard and saying manage users and groups and we were able to you know add new users um but what if we want to do that while you know during the runtime of of the Optics application so um in our template
(00:41) Library we have another widget that we can use called user editor and in the previous video when I created the login form I had created a folder already called user security and this was just a folder that was kind of a holding place for these widgets from the library so I’m going to take this user editor again you can go to widgets and then scroll down and find user editor or you could search for user editor up here and I’m going to take this widget and I’m just going to take it and drag it and put it into the user security folder and
(01:17) that adds the user editor now underneath so if we expand that we’ll see there’s several types of uh things down here we’re going to mainly just look at this uh user editor overview um when we uh that’s what we’re going to use so um we created a a screen called user loging last time we’re going to create one more screen a new screen and we’re going to call this user management and I’m going to right click on user management I’ll say new I’ll say screens user security user editor and I’m going to say user um editor
(02:12) overview and um we’ll go back to our our main window here and I’m just going to take this screen and drag it to navigation now we can also you know since we showed the ability to to assign you know very ious uh groups and roles and uh Etc to our individual Pages we could enable this we could enable this um you know user management to only be on a particular role for instance we would probably say just an administrator would have the access to this screen so we can go and um change that you know down here we see our our panel six and
(02:57) we have our enabled and our visible so if we want wanted to we can only you know we wanted to just enable this for group two you know maybe group two is our our um you know administrators or whatnot right or we could have an administrator role created that we would actually probably use but we can we can def you know we can um uh prevent other people from getting into the screen that aren’t authorized okay so that’s pretty much it um going to go ahead and start the emulator and just show how this works oh actually that is not it sorry about
(03:33) that there was a rather important detail here so um so back on our uh user management screen we need to um we do need to assign you know where it’s going to find the users in the groups from uh to do this so we see the user and and um and groups right here um I will go down to the SEC security uh and I will take my user folder and drag it up to users and I will take my groups and grab drag it up to groups so that was a very important step that I almost forgot um so now we’re ready to start the emulator and go into the project and see how this
(04:27) works all right so here’s our emulator uh we’re going to go to the user notice how the user management screen is grayed out because we’re not logged in and they don’t have we’re not in the right uh group assignment so I’m going to go in I’m going to say user two because user two was assigned to group two enter the password we are now logged in user management is now um enabled and here is the widget right so all I did was put the widget on the page I didn’t have to do anything else to the widget um I do uh so if I wanted to I could uh create a
(05:07) a new user and um so we can say create give our user a name give our user a password um assign it to local in this case you know the local is there’s only one Cal for us that’s going to be the in English and the US and then assign what group we want to put user 3 in and say apply so if I come back here and if I log out now I have a user 3 available to me and I can log in user 3 was assigned to uh group one and group one had the ability to see this particular screen it became active once once that user logged in right so
(06:05) we can create users um during the during the development phase um or we can enable this this user management widget and create users during the runtime of Optics