Onboard a New Product Operator

As an Administrator, you can give a coworker with a unique role in the IT organization permissions to use
DX NetOps
.
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As an Administrator, you want to give a coworker with a unique role in the IT organization permissions to use
DX NetOps
.
The Administrator creates a custom user account for each person who uses
DX NetOps
. Usually, predefined menus and roles are assigned to the new user accounts. However, to create a new user with a unique organizational role, custom menus, and roles are also required.
Custom user accounts are best deployed in a well-planned system that includes custom groups. Custom groups are assigned as permissions to let operators view only the data, menus, and dashboards that they use to perform their daily tasks. Before you onboard a new operator, set up custom groups for your organization.
In this article:
2
Log in to Test the New User Account
To test a new user account, log in to the account. The Proxy feature lets you test user accounts while logged in as the administrator. However, user account proxying does not let you test roles or role rights.
Follow these steps:
  1. Log in using the username and password that you assigned to the new user account.
  2. Click the
    Inventory
    tab.
  3. Click item links to verify that the user can see monitored items in the inventory.
  4. Select a few dashboards, and verify that the views are populated with data.
  5. Test your ability to select a new group or item context for a dashboard by taking the following steps:
    1. Click the [change] link above the time period selectors.
      A dialog opens with filtering options.
    2. Click to select another managed item.
    3. Expand nodes in the Groups tree to select a group context.
    4. Click
      OK
      .
  6. Verify that the user can see data from the new item or group.
  7. Test any special role rights that you assigned to the user, such as saving changes to views.
  8. Log out when you are satisfied that the user account meets the requirements of the intended operator.
You are now ready to contact the new operator and provide the username and password.
Set up a Unique Operator
Administrators can give coworkers in the IT organization permissions to use
DX NetOps
. You can create a custom menu for this new operator to reflect this person's organizational responsibilities.
Onboarding a unique operator involves creating a menu and populating the menu with either predefined or custom dashboards. You also create a custom role for the new user, and assign the role to a new user account.
Finally, you log in to the new user account to test account permissions and determine whether adjustments are required.
Add a Menu for a New Operator
Custom menus let you organize dashboards and make them available to users with selected roles. Administrators and designers can create custom menus, and can select dashboards for each menu. A custom menu is available to any whose role to includes the menu.
Create a Custom Dashboard for a New Operator
Users with the necessary role right can create a custom dashboard. They can select views for the dashboard and their location on the page. They can also select the menus in which the dashboard appears so that it can be shared with other operators.
The views in a custom dashboard can also be customized. For example, you can select a group context, or you can specify a custom view title.
You can customize the predefined dashboard pages, or you can add new dashboards. You can select the views and data context for custom dashboards:
3
Create a Dashboard
Follow these steps:
  1. Log in as a user with the required administrative role rights.
  2. Click the
    Dashboards
    tab.
    A list of available dashboards appears. Each view on the page corresponds to a menu.
  3. Click
    Add Dashboard
    next to the menu where you want the new dashboard to appear.
    The Add Dashboard page opens.
  4. Complete the following fields:
    • Dashboard Menu
      The menu where you want the dashboard to appear.
    • Menu Item
      The name of the dashboard as you want it to appear in the menu.
    • Dashboard Title
      The name that you want to appear at the top of the new dashboard.
  5. (Optional) Select a layout template for the dashboard.
    Each layout treats the page as a table with rows and columns for views. The Layout buttons indicate the number of views in each column and row on the page. We recommend selecting a layout before adding views.
  6. (Optional) Apply a group or context filter to the views. Views with a selected context always display data for that context; they do not inherit the context of the dashboard.
    For example, if you set the context filter to Group A and add a view to the dashboard, that view will always display data for Group A, even after you change the dashboard context to Group B.
    By default, the context is Summary. With the Summary context setting, the available views display summary data for the current group context of the dashboard. The Summary setting does not require you to select a specific group or item. Summary views dynamically update the context when you change the context of the page.
Select a Context
Follow these steps:
  1. Click
    Select Context
    .
  2. Select a Context Type, such as a type of managed item. Select
    Group
    to see the Groups tree.
    By default, the list is filtered to show only items and item types to which you have access. For example, if you are not monitoring any servers, the Context Type list does not include the Servers option. Select
    Show All Context Types
    to see all context options.
  3. Select a specific context item or a group context.
  4. Click
    OK
    .
    The new context filter is saved.
    • Expand the categories of views in the left pane. Select the 'Display suppressed views in list' option only if you want to see views from data sources that you have not registered. This check box disables View Suppression.
    • Select a view that you want to add to the page from one of the expanded lists.
Select a View
You can select a maximum of 25 views per dashboard.
Follow these steps:
  1. Click and drag a view to the page layout, and then drop it where you want it to appear.
  2. (Optional) Click
    Revert
    to discard your changes.
    The layout returns to the settings that you last saved.
  3. Click
    Save
    .
    The dashboard is saved, and is added to the selected menu.
    The dashboard page refreshes to reflect your changes. The changes persist across login sessions.
Edit the Menu to Add the New Dashboard
Administrators and designers can customize menus to meet the requirements of each operator. When you edit custom or factory menus, you can add new dashboards, remove dashboards, and change the order of the dashboards in the menu.
Add a Custom Role
You can add a custom user role for each operator. The user account roles let operators perform their job responsibilities. Assign new roles to any menus that you have customized for the intended operator. Roles are disabled until they are assigned to user accounts.
Follow these steps:
  1. Log in as a user with the required administrative role rights.
  2. Select
    Administration
    ,
    User Settings
    , and then click
    Roles
    .
    The Manage Roles page displays the current list of roles.
  3. Click
    New
    .
    The Add Role dialog opens.
  4. Enter the required information and make selections in the fields provided. The default value for Role Status is Enabled.
    A table indicates that no role rights have been selected for the role.
  5. Select
    Menu Set
    , and then click
    Edit
    .
    The Edit Role dialog opens.
  6. Select the new menu in the
    Available Rights
    list, and then click the right arrow.
    The menu moves to the
    Selected Rights
    list.
  7. Select
    NetOps Portal
    , and then click
    Edit
    .
    The Edit Role Rights dialog opens. Role rights that are listed under
    Available Rights
    can be added to the role.
  8. Click an item on the left that you want to add to the role, and then click the right arrow.
    Use Shift + Click or Ctrl + Click to select multiple items in the list.
    The selected item moves from the
    Available Rights
    list to the
    Selected Rights
    list.
  9. (Optional) Use the Up and Down arrows to move items around in the list. The order of role rights determines their priority when rights overlap.
  10. Click
    Save
    .
    The Add Role page appears.
  11. Click
    Save
    .
    The new role is created and appears in the Role List.
Add a Custom User Account
Add a user account for each operator. For security purposes, do not share user accounts with multiple people.
You can create user accounts with basic parameters, and then edit them as a separate step to assign permissions. This workflow lets you carefully consider the groups that each operator must access.
Follow these steps:
  1. Log in as a user with the required administrative role rights.
  2. Navigate to the Manage Users page.
  3. Click
    New
    .
    The Add User wizard opens.
  4. Specify information for the account parameters.
    The Authentication Type field identifies the authentication method that applies to this user account. The method must match Single Sign-On configuration. Select one of the following options:
    • NetOps Portal
      :
      The default authentication scheme
    • External:
      A third-party authentication scheme, such as LDAP or SAML
  5. Advance the wizard to the
    Permission Groups
    page.
  6. Assign permissions to the user account.
  7. Advance the wizard to the
    Product Privileges
    pages.
  8. Click Save.
    The new user account appears on the Manage Users page.
Assign Permissions to the User Account
Individual operators require data access permissions to monitor data, which are based on groups. You can assign access permissions according to your plan for custom groups.
Do not assign the 'Collections' group as part of a user's access permissions. Do not use this group for reporting.
To assign permissions, edit user accounts. Make sure that all operators see only the data that they require for their role.
Follow these steps:
  1. Log in as a user with administrative privileges.
  2. Select
    Administration
    ,
    User Settings
    , and then click
    Users
    .
    The Manage Users page opens.
  3. Select a user account that you want to change, and then click
    Edit
    .
    The Add User wizard opens.
  4. Click
    Access Permissions
    .
    The Access Permissions page appears.
  5. Add permission groups to the user account, as follows:
    1. Expand the groups in the
      Available
      groups
      tree in the left pane.
    2. Select a group or subgroup.
    3. Click the right arrow button to add it to
      Selected
      groups
      tree on the right.
  6. Select a group from the drop-down list.
    By default, My Assigned Groups is selected.
    When the user logs in, data from the default group appears in dashboards by default.
  7. Click
    Save
    .