Set up user groups and users in OS user security mode
- Last UpdatedOct 25, 2024
- 4 minute read
In OS User security mode, you create native user groups in MES Client and add Windows AD user accounts to the user groups.
You can first create the user groups and then add Windows users and assign them to groups. Or, you can add the Windows users and then create user groups and assign users to the group.
Create a user group in OS User security mode
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In the User Groups and Users module, do one of the following:
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On the ribbon, click New User Group in the New list.
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In the blank space below the Unassigned Users group entry, right-click and click New User Group.
A new user group record appears in the workspace.
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In the user group's Properties window, complete the following settings:
Description
A unique name for the user group.
User ID
Lists all the Windows user accounts that have been added to the MES database. Select or clear the check box next to the user's name to add or remove a user from the user group.
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On the ribbon, click Save in the Main group to save the changes.
Add Windows users to a user group in OS User security mode
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In the User Groups and Users module, select a user group to which you want to assign the new user.
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Do one of the following:
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On the ribbon, click New User in the New list.
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Right-click the user group name and click New User.
The Select Users dialog box appears. This is a Microsoft control and as such will not reflect the MES language switching option.
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Click the Locations button.
The Locations dialog box appears.
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Select the location (domain) of the users to be added and click OK.
The selected location appears in the From this location box on the Select Users dialog box.
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Do one of the following:
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If you know the names of the users to be added, enter them in the Enter the object name to select box, separated by semicolons.
To verify that the users you entered are actually in the domain, click the Check Names button. If more than one user name matches your entry, a Multiple Names Found dialog box appears. You can select one or more names in this dialog box to add to the Enter the object name to select box.
When you have finished entering users from the selected domain, go to step 9.
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To search for users, click the Advanced button.
The Select Users advanced dialog box appears.
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Use the Common Queries Name or Description box to filter the search results for the users to retrieve. Leave these boxes empty to return all users in the domain.
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Click the Find Now button.
The available users appear in the Search results list box.
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Select one or more users to add and click OK.
The dialog box closes. The selected users are added to the Enter the object names to select box.
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To add users from another domain, select the new location (domain), then enter the users from this domain as you did before.
If you enter user names directly in the Enter the object names to select box, you must click the Check Names button (which verifies the existing entries) to enable the Locations button.
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When you have finished entering the users to add, click OK.
The users appear in the User Groups and Users module under the selected user group.
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Select each user and, in the Properties window, complete the following settings:
Description
A description of the user. Defaults to the Windows full name of the user.
Language
The language for the user. The default is English.
Active
Specifies whether the user is active. Clearing this option allows you to deactivate the user without deleting the user from the database.
Department
The default labor department to which to assign the user.
Category
The default labor category to which to assign the user.
Hourly Cost
The hourly cost to assign the user.
User_Name spare 1 to 4
Additional information about this user account.
Groups
Lists all the user groups currently in the MES database. Select one or more user groups to which to assign the user. User group membership determines a user’s access privileges in the MES system.
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Save the changes.
Assign privileges and entity access to user groups
After setting up user groups, you can assign user privileges and entity access to them. See Assign privileges to a user group and Provide entity access to a user group.