Create a PI identity

When you create a new identity, the identity name is required. Note the following restrictions on identity names:

• The name must be unique.

• The name cannot include the vertical pipe (|) character or the colon (:) character.

• The name cannot be a positive integer, although it can contain numbers. For example, the name 407 is not valid, but the name Admins407 is valid.

• The name is not case sensitive.

1. Under the Servers panel (or if you have a collective deployment, Collectives and Servers), select a server.

2. Under System Management Tools, select Security > Identities, Users, & Groups.

3. Select the PI Identities tab.

4. Click the New Identity button to open the New Identity dialog box, where you can create and configure a new PI identity.

5. In Identity, type in a name for the new identity.

   This field is required. If you try to create an identity with an invalid name, an error message appears and the identity is not created. Note that you can change an identity name any time after creation.

6. Select the appropriate server from the drop-down Server list.

   This list is populated from the selected servers under Servers (or if you have a collective deployment, Collectives and Servers). Only PI Server versions 3.4.380 and later appear in the list.

7. Optional: Enter a brief description in Description.

8. At the bottom of the dialog box, select the Identity cannot be deleted check box.

   This prevents the identity from being accidentally deleted. In order to delete this identity, you must first edit the identity and clear this check box.

9. Click Create.

   The new PI identity appears in the PI Identities tab.