Procedure documentation for 'User Details'

© Process Mapping Pty Ltd 2008

Owner: Jerome Pearce
Company: Process Mapping Pty Ltd
Designer version 7.6.0.1007
Description
This Procedure allows the setting and editing of eUser and eAssignment records, effectively replacing the same functionality in the Users & Roles utility without the need for database access (which would not be available in most secure environments)

The extra functionality is:

Use of a full name as well as a login ID
Adding and removing of alerts by Map and Stage
A view of User Activity
A view of Alert Lists
The ability to add a Random Password emailed to the User
The ability to set an expiry date for the password

© PROCESS MAPPING PTY LTD 2004
Not to be distributed without the express permission of the author: Jerome Pearce (jerome.pearce@processmapping.com.au)
This procedure may be modified for your own use, but the original author must be acknowledged.

Global elements

Referenced libraries
Library Version Last published Notes
Form Scripts 1 2004-08-30T20:13:27
Table From Grid 1 2008-09-09T15:46:08
Process Mapping Common Library 2 2004-08-31T18:44:57
Tables
ManagerStaff
Field Type Size Key
eManagerID Text 100 ✓
eStaffID Text 100 ✓
tManagementRole Text 100
Forms
User Details Version SubForm
Notes
Fields for User Details Version
Name Caption Variable Type Default usage Dependent Notes
Label12 User Details: Build 13 Label
Label13 © Process Mapping Pty Ltd 2004 Label
Roles
Role Description Type
Watch list Users with the folder on their Watch list Dynamic
To Do list Users with the folder on their To Do list Dynamic
originator The creator of the folder Dynamic
nobody no-one at all Dynamic
Metastorm Guest Non registered process users Dynamic
Metastorm Administrator The designated process administrators Static
ework Guest Non registered process users Dynamic
ework Administrator The designated process administrators Static
everybody All registered process users Static
access Users with the role defined in 'Limit access to' Dynamic
Flags
Create Full Name Attribute
Description
Raised by these actions
Triggers these actions User Attribute\ \ Create Full Name Attribute

Auto Create User
Description
Raised by these actions
Triggers these actions Warning: This flag doesn't trigger any actions. If it is triggering an action in another procedure, this warning can be ignored.

Processes

User Details Process
Folder prefix U
Suffix size 6
Access everybody
Image
Stages and actions
Stage name Type To Do list Watch list Pages Applied to Notes
Start n/a n/a n/a n/a This Map allows the setting and editing of eUser and
eAssignment records, effectively replacing the same
functionality in the Users & Roles utility without the
need for database access (which would not be
available in most secure environments)
Action name Type To stage Re-open Clone Form Roles Flag Raises flag Notes
Create New User User New User ✓ New User "Metastorm Administrator" n/a This sets up a new user with the minimum required
roles and the password 'password'. Only they or
Admin can set up the password.
Register Existing User User Current ✓ Register User "Metastorm Administrator" n/a Registers an existing user on the system
New User User User "Metastorm Administrator",Manager User Details, Attributes, User Error Log, Process Mapping Common Library.History, Process Mapping Common Library.Status, Process Mapping Common Library.Designer Log n/a
Action name Type To stage Re-open Clone Form Roles Flag Raises flag Notes
Set Password User Current Set Password User n/a On setting the new password, the role 'everybody' is
assigned, along with all the roles selected in the list
New Password User Current New Password "Metastorm Administrator" n/a this allows the password to be updated, and required
entry of the existing password.
Current System n/a "Metastorm Administrator",Manager,User User Details, Attributes, User Activity, Available Actions, To do List, Watch List, User Error Log, Process Mapping Common Library.History, Process Mapping Common Library.Notes, Process Mapping Common Library.Status, Process Mapping Common Library.Designer Log n/a
Action name Type To stage Re-open Clone Form Roles Flag Raises flag Notes
Set Password User Set Password User n/a this allows the administrator to replace the existing
password - useful when users forget it.
Delete User Old User To do List "Metastorm Administrator" n/a On deletion, user details, role assignemnts and alerts
are deleted.
Update Alerts User ✓ Update Alerts "Metastorm Administrator" n/a This allows alerts for a Map and optionally a Stage to
be added or removed
New Password User New Password "Metastorm Administrator" n/a this allows the password to be updated, and required
entry of the existing password.
Password Expired Timed Password Expired n/a n/a n/a n/a
Change User Name User ✓ User Details nobody n/a Not yet fully tested
Old User Archive n/a n/a User Details, Attributes, User Activity, Available Actions, To do List, Watch List, User Error Log, Process Mapping Common Library.History, Process Mapping Common Library.Notes, Process Mapping Common Library.Status, Process Mapping Common Library.Designer Log n/a
Edit Common n/a n/a n/a "New User",Current,"Password Expired"
Action name Type To stage Re-open Clone Form Roles Flag Raises flag Notes
Edit User ✓ User Details "Metastorm Administrator" n/a Allow editing of all details
Random Password User Current Random Password "Metastorm Administrator",Manager n/a Genterates a random password which is then maied to
the user
Edit Attributes User ✓ Edit Attributes "Metastorm Administrator" n/a Allows the User's attributes to be modified according
to rules specified in the 'User Attribute' Folder
Note User ✓ Process Mapping Common Library.Note "Metastorm Administrator",Manager n/a
Password Expired User "Metastorm Administrator",User Manager User Details, Attributes, User Activity, Available Actions, To do List, Watch List, User Error Log, Process Mapping Common Library.History, Process Mapping Common Library.Notes, Process Mapping Common Library.Status, Process Mapping Common Library.Designer Log n/a
Action name Type To stage Re-open Clone Form Roles Flag Raises flag Notes
New Password User Current Set Password "Metastorm Administrator",User n/a On setting the new password, the role 'everybody' is
assigned, along with all the roles selected in the list
Alerts lists for stages
Stage Watch list To Do list originator nobody Metastorm Guest Metastorm Administrator ework Guest ework Administrator everybody access User Manager
New User W T W
Current W W W
Old User
Edit
Password Expired T T W
Role lists for actions
Stage Action Watch list To Do list originator nobody Metastorm Guest Metastorm Administrator ework Guest ework Administrator everybody access User Manager
Create New User ✓
Register Existing User ✓
New User Set Password ✓
New User New Password ✓
Current Set Password ✓
Current Delete ✓
Current Update Alerts ✓
Current New Password ✓
Current Password Expired
Current Change User Name ✓
Edit Edit ✓
Edit Random Password ✓ ✓
Edit Edit Attributes ✓
Edit Note ✓ ✓
Password Expired New Password ✓ ✓
Variables
Variable Type Size
cCurrent check
cDeliverAlertsByEmail check
cExpirePassword check
iExpire integer
mRoles memo
tEmailAddress text 250
Test text 250
tExistingUser text 31
tExpireUnits text 10
tFirstname text 100
tFullName text 200
tInitial text 1
tLastname text 100
tMobile text 50
tNewPassword text 250
tOldPassword text 250
tOldUserName text 100
tPhone text 50
tReportsTo text 31
tUserName text 31
tUserType text 10
tVerifyPassword text 250
xcMultipleValues check
xcUniqueAttribute check
xiDuplicates integer
xtAlert text 20
xtAlertType text 1
xtAttribute text 31
xtAttributeType text 20
xtAttributeValue text 250
xtAttributeValueOld text 250
xtMapName text 100
xtSelectedMap text 31
xtSelectedRole text 31
xtSelectedUser text 31
xtStageName text 100
Forms
User Details Form
Role list "Metastorm Administrator",Manager,User
Used in actions User Details\ Current\ Change User Name
User Details\ Edit\ Edit
Shown at stages User Details\ New User
User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes this shows the user details, and allows editing
Fields for User Details
Name Caption Variable Type Default usage Dependent Notes
cDeliverAlertsByEmail Deliver Alerts by Email cDeliverAlertsByEmail Check optional
cExpirePassword Expire Password? cExpirePassword Check optional
iExpire Expire after iExpire Number optional
Label1 User Details Label
mRoles Roles mRoles List optional
Segment1 Segment
tEmailAddress Email Address tEmailAddress Text optional
tExpireUnits tExpireUnits DropDown optional
tFirstname Firstname tFirstname Text optional
tInitial Initial tInitial Text optional
tLastname Lastname tLastname Text optional
tMobile Mobile tMobile Text optional
tPhone Phone tPhone Text optional
tReportsTo Reports To tReportsTo DropDown optional
tUserName User Name tUserName Text optional
Field usage for actions
Action tUserName tReportsTo mRoles tEmailAddress cDeliverAlertsByEmail tFirstname tInitial tLastname tPhone cExpirePassword iExpire tExpireUnits tMobile
User Details\ Current\ Change User Name R O O O O R O R O O R R O
User Details\ Edit\ Edit RO O O O O R O R O O R R O
Attributes Form
Role list access
Used in actions
Shown at stages User Details\ New User
User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes Lists the Attributes set for this User
Fields for Attributes
Name Caption Variable Type Default usage Dependent Notes
Grid1 Grid read-only ✓
GridTitle Text read-only
Segment1 Segment
User Activity Form
Role list "Metastorm Administrator",Manager
Used in actions
Shown at stages User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes Shows the User's activity on the system
Fields for User Activity
Name Caption Variable Type Default usage Dependent Notes
Grid1 Grid read-only
GridTitle Text read-only
Segment1 Segment
Available Actions Form
Role list "Metastorm Administrator"
Used in actions
Shown at stages User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes Shows the Actions available to this User according to
the roles they hold. The Actions available to them as the
Originator of a Folder are also shown.

This only reflects Static roles, dynamically calculated
Roles cannot be foreseen.
Fields for Available Actions
Name Caption Variable Type Default usage Dependent Notes
Grid1 Grid read-only
Grid11 Grid read-only
Label1 Actions for Roles this User holds : Label
Label2 Actions for Folders which have been originated by this User : Label
To do List Form
Role list "Metastorm Administrator",Manager,User
Used in actions User Details\ Current\ Delete
Shown at stages User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes shows the To do alerts for this user
Fields for To do List
Name Caption Variable Type Default usage Dependent Notes
Grid1 Grid read-only
GridTitle Text read-only
Segment1 Segment
Field usage for actions
Action Grid1 GridTitle
User Details\ Current\ Delete RO RO
Watch List Form
Role list "Metastorm Administrator",Manager,User
Used in actions
Shown at stages User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes shows the Watch alerts for this user
Fields for Watch List
Name Caption Variable Type Default usage Dependent Notes
Grid1 Grid read-only
GridTitle Text read-only
Segment1 Segment
User Error Log Form
Role list "Metastorm Administrator"
Used in actions
Shown at stages User Details\ New User
User Details\ Current
User Details\ Old User
User Details\ Password Expired
Notes
Fields for User Error Log
Name Caption Variable Type Default usage Dependent Notes
CopyToClipboard Copy to Clipboard Button optional
Details Details Memo read-only ✓
Grid1 Grid read-only ✓
Label1 Log Entries Label
LogRecord LogRecord(h) Memo read-only ✓
PostEval Post Evaluation Memo read-only ✓
PreEval Pre Evaluation Memo read-only ✓
Refresh Refresh Button optional
Scripts
File Type Language
Form\User Error Log\Sent to clipboard.js Client JScript
New User Form
Role list "Metastorm Administrator"
Used in actions User Details\ \ Create New User
Shown at stages
Notes this allows entry of details fro a new user
Fields for New User
Name Caption Variable Type Default usage Dependent Notes
cDeliverAlertsByEmail Deliver Alerts by Email cDeliverAlertsByEmail Check optional
cExpirePassword Expire Password? cExpirePassword Check optional
iExpire Expire after iExpire Number optional
Label16 Create New User Label
Label17 Use this form to enter new user details with a password set to "password'. The new user must set their own password before roles can be assigned. Label
mRoles Roles mRoles List optional
Rule1 Rule
tEmailAddress Email Address tEmailAddress Text optional
tExpireUnits tExpireUnits DropDown optional
tFirstname Firstname tFirstname Text optional
tInitial Initial tInitial Text optional
tLastname Lastname tLastname Text optional
tMobile Mobile tMobile Text optional
tPhone Phone tPhone Text optional
tReportsTo Reports To tReportsTo DropDown optional
tUserName User Name tUserName Text optional
Field usage for actions
Action tUserName tReportsTo mRoles tEmailAddress cDeliverAlertsByEmail tFirstname tInitial tLastname tPhone cExpirePassword iExpire tExpireUnits tMobile
User Details\ \ Create New User R O O O O R O R O O O O O
Register User Form
Role list "Metastorm Administrator"
Used in actions User Details\ \ Register Existing User
Shown at stages
Notes this allows entry of details for an existing User
Fields for Register User
Name Caption Variable Type Default usage Dependent Notes
cExpirePassword Expire Password? cExpirePassword Check optional
iExpire Expire after iExpire Number optional
Label16 Register Existing User Label
tExpireUnits tExpireUnits DropDown optional
tFirstname Firstname tFirstname Text optional
tInitial Initial tInitial Text optional
tLastname Lastname tLastname Text optional
tMobile Mobile tMobile Text optional
tPhone Phone tPhone Text optional
tUserName Existing User tUserName DropDown optional
Field usage for actions
Action tFirstname tInitial tLastname tPhone cExpirePassword iExpire tExpireUnits tUserName tMobile
User Details\ \ Register Existing User R O R O O O O R O
Set Password Form
Role list "Metastorm Administrator",User
Used in actions User Details\ New User\ Set Password
User Details\ Current\ Set Password
User Details\ Password Expired\ New Password
Shown at stages
Notes allows updateing the password and requires entry of the
existing password
Fields for Set Password
Name Caption Variable Type Default usage Dependent Notes
Label16 Set Password Label
tNewPassword New password tNewPassword Text optional
tOldPassword Current password tOldPassword Text optional
tUserName User Name Text read-only
tVerifyPassword Verify tVerifyPassword Text optional
Field usage for actions
Action tNewPassword tVerifyPassword tOldPassword tUserName
User Details\ New User\ Set Password R R R RO
User Details\ Current\ Set Password R R R RO
User Details\ Password Expired\ New Password R R R RO
Scripts
File Type Language
Form\Set Password\PasswordChanged.js Client JScript
New Password Form
Role list "Metastorm Administrator"
Used in actions User Details\ New User\ New Password
User Details\ Current\ New Password
Shown at stages
Notes this allows replacement of the password when it has
been forgotton
Fields for New Password
Name Caption Variable Type Default usage Dependent Notes
Label16 New Password Label
tNewPassword New password tNewPassword Text optional
tUserName User Name Text read-only
tVerifyPassword Verify tVerifyPassword Text optional
Field usage for actions
Action tNewPassword tVerifyPassword tUserName
User Details\ New User\ New Password O O RO
User Details\ Current\ New Password O O RO
Add Alerts Form
Role list "Metastorm Administrator"
Used in actions Warning: This form is not used in any actions or stages
Shown at stages
Notes this allows alerts to be added for the user.
Fields for Add Alerts
Name Caption Variable Type Default usage Dependent Notes
AddAlerts Add alerts for this role Button optional
AddAlertsD Add alerts for this role Button optional
CopyAlerts Copy all alerts for this user Button optional
CopyAlertsD Copy all alerts for this user Button optional
CopyMapAlerts Copy alerts for this user for this Map Button optional
CopyMapAlertsD Copy alerts for this user for this Map Button optional
CopyPassword Copy Password from this user Button optional
CopyPasswordD Copy Password from this user Button optional
DeleteAlerts Delete deletion alerts for this user Button optional