Configure security for collections

Assign access permissions for a specific collection in a PI AF database.

1. Choose one of the following methods to open the Security Configuration window for a database collection:

   To open ...	Do this ...
   Elements collection	In the Elements browser, right-click the Elements collection () and click Security.
   Event Frame collection	In the Event Frames browser, right-click an event frame search () and click Security.
   Transfer collection	In the Event Frames browser, right-click a transfer search () and click Security.
   Element Templates collection	In the Library browser, right-click Element Templates and click Security. Note: Access permissions for the Element Templates collection also set access permissions for Event Frame Templates, Model Templates, and Transfer Templates.
   Enumeration Sets collection	In the Library browser, right-click Enumeration Sets and click Security.
   Reference Types collection	In the Library browser, right-click Reference Types and click Security.
   Tables collection	In the Library browser, right-click Tables and click Security.
   Table Connections collection	In the Library browser, right-click Table Connections and click Security.
   Categories collection	In the Library browser, right-click Categories and click Security.

   In the Items to Configure list of the Security Configuration window, the collection is selected.

2. In the Identities list, review existing identities and validate their permissions. You can also add and remove identities, as needed.

   To ...	Do this ...
   Add or modify permissions of existing identities	Select an identity in the Identities list. In the Permissions for Identity list, select or clear the Allow or Deny check box beside each permission you wish to set. Repeat for each identity.
   Add another identity to the Identities list	Click Add. In the Select Identity window, select the identity you wish to add. Click OK. The identity is added to the list. In the Permissions for Identity list, set the access permissions as needed (the default setting is all are selected). Tip: If you need to create a new identity and mapping, click New Identity. For more information, see Manage identities in PI AF.
   Remove an identity from the Identities list	Select an identity in the Identities list. Click Remove.

3. In the Child Permissions section, choose one of the permission inheritance options. For more information, see Understand permission inheritance of element objects.

4. Optional. To view all of a user's access permissions on items in PI AF based on his or her current PI AF identity mappings, click the Effective Access tab.

5. Optional. In the Domain User field, enter a user's Windows domain name whose permissions you want to view.

6. Optional. Press Tab or Enter to validate your entry.

7. Click OK.