Enable permissions for template migration
Before you can migrate the entitlements profile, make sure that your User ID has permission to manage templates.
Modify your “User Administration Center” role, or add “MANAGE CENTER TEMPLATES” role to you user:
You need to reopen the User Administration Center at this point.
After that you should be able to see the “Center templates” screen in the “Setup” navigation menu:
Apply new template to User Administration
- Click the “Edit” button in the ribbon
- Select all the template text, and delete it
- Copy the Template text you exported earlier from IWS, and paste it here
- Click “Upload to DB” button to save the changes
Restart TPE Server Plugins
User Administration Center will inform you that two TpeServer plugins has to be restarted:
SecDB and DBProxy.
To do that:
- Login to System Management Center
- Switch to "Environment" -> "Services" screen
- Locate the line with “TPEServer” type
- Double click on it to open the details, and go to switch to Plugins tab
- Select on SecDB plugin line and click the restart button in the ribbon
- Select DBProxy plugin line and click the restart button in the ribbon
Manage roles and users
There are two roles for the Integration and Workflow Studio template, created out of the box – IWS ADMIN ROLE and IWS USER ROLE
Since we have just imported the latest template, some settings for new attributes might not be set up.
It is recommended to review all the properties even in the pre-existing roles.
Of course, you can create more roles and configure them according to your business needs.
After you created new roles and/or made necessary changes to existing ones, make sure to click “save” button in the ribbon to apply the changes.
Now you can switch to the “Linked Users” tab for each role, and assign this role to one or more users.
Alternatively, you can open each user’s account separately from the “users” grid, and append new role to their profile:
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