Groups

In the Groups window, you can display and process Valuemation Groups. It is possible to create new groups, edit the existing ones, deactivate/reactivate and delete existing groups and copy user properties (environment) from one user to all users within the selected group(s). See also Group Mapping topic in the Basic Concepts chapter.

The Groups window.

The Groups window is divided into four main elements:

• Table of Groups (A)
• Main Controls (B)
• Group Properties (C) for an individual group.

• Assignment to Modules (D).

Table of Groups

The Table of Groups displays a list of all groups in the system (both the internal and external ones).

Columns in the Table of Groups are:

• Group name

  This columns shows the names of groups existing in the system.

• Description

  Shows the description of the group that should give you the information about the type of users that this group represents.

Group State

The possible group states are:

• Active

  The active, enabled state. The group can be used for role and client mapping.

  Inactive groups can be activated again through the Activate button from the Main Controls.

• Inactive

  The groups in the inactive state cannot be used for role and client mapping.

  The Deactivate function deactivates groups without actually physically deleting them. Reactivated groups will be mapped to the same roles and clients as they had been mapped to before you decided to deactivate them.

The check box Show inactive groups below the Table of Groups switches the view in the Table of Groups between active and inactive groups (see Deactivating Groups and Reactivating Groups topics).

Group Properties

The properties of the group which is selected in the Table of Groups are displayed (in read only mode) in the Group Properties section.

Group Properties section consists of two fields identical to the columns in the Table of Groups:

• Group name

  A name of the group. Lower case characters are automatically converted to upper case in Edit Mode.

• Description

  Description of the group (should give the information about the type of users that this group represents).

Use Cancel or Accept to discard or save changes made on the Roles tab.

Main Controls

The following Main Controls are available for active groups:

• Create

  Clears the Group Properties fields and activates Edit Mode, so that information about a new group can be entered. Creates a new internal group.

• Edit

  Activates the fields of the Group Properties to Edit Mode for the selected group, so that they can be changed. The button is disabled when no group or more than one group is selected.

• Deactivate

  Deactivates the selected group(s). The group(s) is not physically deleted, but made inactive.

• Delete

  Deletes the selected group(s).

• Environment

  Opens the Environment dialog which is used for copying user-dependent features. The changes you make will apply to all users within the highlighted groups.

• Multitenancy

  Opens catalog with Multitenancy Datasets for all or selected Group (learn more about the Multitenancy).

• Show History

  Opens a catalog with all history modifications for all or selected groups.

The following Main Controls are available for inactive groups:

• Activate

  Activates the selected group(s).

• Delete

  Deletes the selected group(s).

Assignment to Modules

Assignment to Modules section enables you to assign selected group(s) to the Active Modules (i.e. selected modules) chosen from the Available Modules. This feature serves for Metamodel Export only (see Export Metamodel and corresponding topics).