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Installation Guide
Ultimus Digital Process Automation Suite 2021
Copyright information
No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose, without the express written consent of Ultimus, Inc. The software... |
After installing Ultimus Digital Process Automation (DPA) Suite, you need to create an empty Ultimus database. This section contains detailed instructions on how to create an empty Ultimus database.
• Creating an Ultimus database on cloud computing platforms
• Creating an Ultimus database in Microsoft SQL Server
• C... |
Creating an Ultimus database on cloud computing platforms
Ultimus Digital Process Automation (DPA) Suite supports with Microsoft Azure, Cloud Databases with Amazon Web Services (AWS), and IBM Cloud.
For instructions on how to create cloud databases, please refer to the respective manual supplied by your cloud services ... |
Creating an Ultimus database in Microsoft SQL Server
To create an Ultimus database in Microsoft SQL Server, follow these steps:
1. Run Microsoft SQL Server Management Studio and open the directory tree to the Databases folder.
The Databases folder of the SQL Server Enterprise Manager
2. Right-click on the Databases f... |
Creating an Ultimus database in Oracle Database
This version of the Ultimus Digital Process Automation (DPA) Suite supports Oracle 12c databases.
Creating an Ultimus database in Oracle involves five steps:
Ultimus database in Oracle involves five steps:
1. Install Oracle Client on all computers hosting Ultimus BPM Ser... |
Installing Oracle Client
Oracle Client must be installed on all computers hosting Ultimus BPM Server, Ultimus BPM Studio (Client and Server), Ultimus System Administrator, and Ultimus FloStation.
Download the appropriate Oracle version which matches the Oracle database application. For more information about supported... |
Installing Oracle Client 11g
To install Oracle Client 11g, follow these steps:
1. Ensure that the computer hosting Oracle Server 11g is listening for connections.
2. Download the proper 32-bit installation package from http://www.oracle.com/technetwork/database/enterprise-edition/downloads/112010-win32soft-098987.html.... |
Installing Oracle Data Access Components (ODAC) for .NET
Once Oracle Client has been installed on appropriate computers, install the proper version of Oracle .NET Data Access Components (ODAC), containing Oracle Development Tools (ODT), on all computers hosting Ultimus BPM Server, Ultimus BPM Studio (Client and Server)... |
Logging on to Oracle Enterprise Manager
Creating an Ultimus database in Oracle requires access to Oracle Enterprise Manager as a system database administrator as follows:
1. Open a Web browser window and enter the following URL into the Address bar: http://server name:port/em/console/license (where server name is the n... |
Creating the permanent tablespace
Once logged on to the Oracle Enterprise Manager, a permanent tablespace must be created.
1. Under the Storage section, select Tablespaces. The Tablespaces page appears.
Viewing tablespaces in the Oracle Enterprise Manager
2. Click the Create button. The Create Tablespace page appears.... |
Creating the temporary tablespace
To create the temporary tablespace, repeat the process outlined above (Creating the permanent tablespace). There are two exceptions to note when creating the temporary tablespace:
• When creating the name of the tablespace, use the name BPMTEMP.
• When creating the temporary tablespa... |
Creating a user account
1. Go to the Server tab of the Oracle Enterprise Manager.
2. In the Security section, select Users. The Users page appears.
Users page in the Oracle Enterprise Manager
3. Click Create. The Create User page appears.
The Create User page of the Oracle Enterprise Manager
4. Enter a new user name ... |
This section outlines how to install Ultimus Digital Process Automation (DPA) Suite.
• Required files for installation
• Installing additional modules of the Ultimus DPA Suite
• Installing the Ultimus DPA Suite
• Installing additional modules of the Ultimus DPA Suite |
Required files for installation
The links to the Ultimus Digital Process Automation (DPA) Suite installation files will be made available to you after a short advisory call.
Caution: Before you proceed to install or upgrade to a new Ultimus version, ensure you have the correct Ultimus License Configuration files for ... |
Exiting the Ultimus DPA Suite installation wizard
Note: You can cancel and exit the Installation Wizard before you start the installation process, but once the process has started, it cannot be safely discontinued.
To cancel and exit the Installation Wizard, click on Cancel in any dialog box during the procedure. A m... |
Installing the Ultimus DPA Suite
This section details how to install Ultimus Digital Process Automation (DPA) Suite.
Caution: Before you proceed to install or upgrade to a new Ultimus version, ensure you have the correct Ultimus License Configuration files for each of the Ultimus modules to be installed, as the old Li... |
Installing additional modules of the Ultimus DPA Suite
Warning: New License Configuration Files are required.With a new Ultimus release, a new License file format is introduced that is not compatible with previous releases of Ultimus and their license files. As part of your installation planning, contact your Ultimus... |
This document outlines how to install the Ultimus Digital Process Automation (DPA) Suite products and modules using the combined Installation Wizard.
Use this document in conjunction with the following documents issued for the respective Ultimus Digital Process Automation (DPA) Suite version:
• Release Notes: outline... |
Upgrading to Ultimus DPA Suite 2021
This section contains notifications about upgrading certain Ultimus versions to the latest Ultimus Digital Process Automation (DPA) Suite version.
Tip: See also Upgrading from Ultimus Adaptive BPM Suite 2017 or 2019.
In order to ensure a full and smooth upgrade, take advantage of o... |
Upgrading from Ultimus Adaptive BPM Suite 2017 or 2019
Warning: New License Configuration Files are required.With a new Ultimus release, a new License file format is introduced that is not compatible with previous releases of Ultimus and their license files. As part of your installation planning, contact your Ultimus ... |
Assumptions about the reader
While this document attempts to make the Ultimus Digital Process Automation (DPA) Suite installation process as easy as possible, this document makes the following assumptions about the person installing any component of the Ultimus component (Reader):
• The Reader is a novice to the Ultim... |
Contacting Ultimus
Ultimus is always striving to improve its product and support services. Furthermore, Ultimus offers a number of ways to find answers or to submit feedback. Use the following ways to find answers to your Ultimus-related questions, or to submit feedback to us.
• Ultimus Customer Portal: access technic... |
Conventions used in this document
The following conventions are used throughout this document:
bold
Bold text denotes items that you must select or click on in an application, such as menu options, dialog box options, and dialog box output. Bold text is also used to designate labels within table columns.
italic
Itali... |
Preliminary considerations
Before installing Ultimus Digital Process Automation (DPA) Suite, please consider the following main topics. For the detailed list of requirements, see Preparing to install Ultimus DPA Suite.
Identify the computer which is to host Ultimus BPM Server.The computer hosting Ultimus BPM Server pla... |
Major components of Ultimus Digital Process Automation (DPA) Suite
This section provides a brief description of the major components (modules) of the Ultimus Digital Process Automation (DPA) Suite.
Before installing Ultimus Digital Process Automation (DPA) Suite, consider which of its components you require and in what... |
Ultimus BPM Server
Ultimus BPM Server is the module on which the Ultimus engine and the Ultimus BPM service run. It is the environment to which business processes are deployed when they are published through Ultimus BPM Studio. In order to ensure maximum performance, efficiency, and usability, Ultimus BPM Server should... |
Ultimus System Administrator
Ultimus System Administrator is one of three modules used to configure the Ultimus BPM environment. Ultimus System Administrator should be installed on any computer used to administer Ultimus BPM Server. Along with Ultimus Process Administrator, and Ultimus Organization Charts, these three ... |
Ultimus Process Administrator
Ultimus Process Administrator provides powerful capabilities for managing and administering processes for small or large organizations. It includes an advanced user interface to manage and configure associates, views, and workload-related capabilities. While Ultimus System Administrator is... |
Ultimus BPM Database
Ultimus BPM Database is not an installed Ultimus module. It must be set up and configured using a supported database (detailed information about configuring supported databases is offered in the Preparing to install Ultimus DPA Suite section). Ultimus BPM Database is an essential part of the Ultimu... |
Ultimus Organization Charts
Ultimus Organization Charts lets you graphically design a business chart representing the reporting structure of your organization and its divisions, departments, and sections. Once a business chart has been created, business processes become aware of the roles, reporting relationships, and ... |
Ultimus Business Organization Database
Similarly to Ultimus BPM Database, Ultimus Business Organization Database is not an installed Ultimus module. It must be set up and configured using a supported database. Ultimus Business Organization Database is the data repository for business charts created in Ultimus Organizat... |
Ultimus BPM Studio
Ultimus BPM Studio is the design environment used to create automated business processes, consisting of the following components:
• Ultimus BPM Studio Client
• Ultimus BPM Studio Server |
Ultimus BPM Studio Client
Ultimus BPM Studio Client is a client application that needs to be installed locally for each person that participates in business process design, on all computers used by process developers. Additionally, it may also be installed on the computer hosting Ultimus BPM Server so that processes ma... |
Ultimus BPM Studio Server
Ultimus BPM Studio Server is not identical to the Ultimus BPM Server. Ultimus BPM Studio Server manages security and collaboration for all of the individuals involved in design by controlling which process repositories are created, and which users have access to those process repositories. Man... |
Ultimus BPM Studio Repository
Ultimus BPM Studio Repository is not an installed Ultimus module. It must be set up and configured using a supported database (detailed information about configuring supported databases is offered in the Preparing to install Ultimus DPA Suite section). Ultimus BPM Studio Repository functio... |
Ultimus Director
Ultimus Director is used to create and manage the business rules associated with an automated process within a graphical user interface. Ultimus Director allows you to define rules before the process is used to handle active incidents.
For minimum computer requirements see the following tables:
• Ulti... |
Ultimus FloStation
Ultimus FloStation needs to be installed on all computers designated to run Ultimus Flobots. Ultimus Flobots provide a powerful means of using third-party applications to perform specific tasks as steps in a workflow process.
However, if you plan to heavily utilize Flobots in your business processes ... |
Ultimus Reports
Ultimus Reports is a comprehensive, web-based report generation module that allows you to design, generate, and access reports easily from virtually anywhere over the Internet. With Ultimus Reports you can create powerful reports to analyze the effectiveness of processes, steps, users, departments, queu... |
Ultimus Advanced Task Service with Ultimus DPA Portal
Ultimus Advanced Task Service (UATS) is a service layer that retrieves, caches, and intelligently streams data between one or more Ultimus BPM Servers and Ultimus DPA Portal.
For minimum computer requirements see the following tables:
• General hardware requirement... |
UATS Administrator
UATS can be configured mainly through the UATS Administrator application, which is installed by default on the server hosting Ultimus Web Applications. With UATS Administrator, you can configure the following: Connections to back-end Ultimus BPM Servers, Users, Roles, Central Folders, Modules, Templa... |
Ultimus DPA Portal
Ultimus Digital Process Automation (DPA) Portal is a browser-based client that allows process participants to interact with their business tasks on a wide range of Internet-connected devices. |
Ultimus Composed Process Solutions (CPS)
CPS is a software environment that allows you to develop workflow project user interfaces that can be integrated into the BPM environment: CPS for defining user interfaces, application logic, and integrations, and Ultimus BPM to handle the flow of work in a business process.
For... |
Solution Bus
The Solution Bus is a layer between Ultimus components for separating specific functions (e.g. audit, processes, organization, configuration) from the core components.
For minimum computer requirements see General hardware requirements - Ultimus CPS and Ultimus SolutionBus and Ultimus CPS and Ultimus Solut... |
Network load balancing
To better support large, high-stress implementations, Ultimus provides an optional installation process to support a network load balancing (NLB) environment.
In an NLB configuration, multiple connected servers constitute Ultimus BPM Server and provide scalability, redundancy, and dynamic load di... |
Once Ultimus Digital Process Automation (DPA) Suite is installed, it may be necessary to further configure certain Ultimus modules or third-party applications depending on the environment in which you are running Ultimus Digital Process Automation (DPA) Suite. This section discusses the following post-installation conf... |
If Ultimus BPM Server is installed on a computer using Windows Server
Under certain conditions, the following general configuration settings must be carried out:
• Configuring MSDTC settings (only for distributed environments)
• Changing applicationHost.config to allow database connections using IIS
Each of these ge... |
Configuring MSDTC settings (only for distributed environments)
Specific post-installation Microsoft Distributed Transaction Coordinator (MSDTC) configurations are required in Windows Component Services if the Ultimus BPM environment is distributed across multiple computers (meaning, one computer is hosting Ultimus BPM ... |
Changing applicationHost.config to allow database connections using IIS
When using Internet Information Services (IIS), the applicationHost.config file must be changed as follows, to allow database connections:
1. Using Windows Notepad or any text editor, open applicationHost.config from the C:\Windows\System32\inetser... |
Starting Ultimus BPM service and Ultimus FloStation service
If the Ultimus BPM Server module is installed, the Ultimus installation program also creates the Ultimus BPM service that controls many engine functions, for example Ultimus Housekeeping. This service starts automatically.
If the Ultimus FloStation module is i... |
Configuring Internet Explorer to display active content when using Ultimus Forms and Ultimus WebForms
Note: Relevant only if Ultimus Forms, or Ultimus WebForms are in use.
Internet Explorer must be configured to display active content in order to Ultimus Forms and Ultimus WebForms displaying properly. To configure, fo... |
This section outlines computer hardware and software prerequisites supported for Ultimus Digital Process Automation (DPA) Suite and describes the installation and configuration prerequisites.
For a successful installation, perform the following steps before installation:
1. Identifying the computer which is to host Ul... |
Identifying the computer which is to host Ultimus BPM Server
Ultimus BPM Server is the central component to Ultimus Digital Process Automation (DPA) Suite. Ultimately, a computer must be identified to host Ultimus BPM Server. This computer must meet the following attributes:
• The computer hosting Ultimus BPM Server m... |
Verifying computer hardware and software requirements
Caution: From Ultimus version 2021 onwards, only the 64-bit architecture is supported.
Before beginning the installation procedure, it is necessary to verify the computer hardware and software requirements for Ultimus Digital Process Automation (DPA) Suite.
Each U... |
Computer hardware requirements
The following tables describe the minimum computer hardware requirements for operating Ultimus Digital Process Automation (DPA) Suite. The hardware required for actual implementations vary, based on the volume of tasks to be processed, the size of forms and XML schemas that Ultimus BPM Se... |
Computer software requirements
The following tables describe the computer software requirements for operating Ultimus Digital Process Automation (DPA) Suite. The Supported Application and Version Number column shows up to the earliest version of third-party software that Ultimus supports for use with Ultimus Digital Pr... |
Server sizing considerations - selecting hardware for Ultimus BPM Server, Ultimus BPM Database and Ultimus FloStation
Ultimus provides the following information to assist you in selecting hardware for Ultimus BPM Server, Ultimus BPM Database, and Ultimus FloStation installations appropriate to your level of business pr... |
Projecting larger implementations
Ultimus can scale to manage BPM for any size enterprise. The examples above can be multiplied through load balancing and hardware expansion.
When scaling Ultimus for large-scale use, consider the following:
• Increasing RAM on both the computers hosting Ultimus BPM Server and Ultimus ... |
Required operating system roles/components to be installed
Depending on the operating system planned to be used to host Ultimus BPM Server, specific Windows Server roles and related role services must be installed before installing Ultimus Digital Process Automation (DPA) Suite. These roles are outlined based on Window... |
Required Windows Server features, roles and role services
This section describes the features and roles that have to be added in Windows Server operating system for the successful installation of Ultimus Digital Process Automation (DPA) Suite.
• .NET Framework Features
• .NET Framework 4.8(Install .NET version 4.8 o... |
Required Modules and Packages
Ensure the following prerequisites are installed:
• .NET Framework 4.8 (Install .NET version 4.8 on top of a .NET 4.X version.)Please note that .NET Framework requires manual installation.
• ASP.NETEnsure your ASP.NET version is registered in Internet Information Services (IIS) using th... |
Identifying the Ultimus Windows account
Before Ultimus BPM Server or Ultimus FloStation can be installed, the Ultimus Windows account with the appropriate Administrator rights must be created. This account is used during the Ultimus Digital Process Automation (DPA) Suite installation to configure the five Ultimus servi... |
Turning off User Account Control for the Ultimus service user account
The User Account Control (UAC) of the Ultimus service user account must be set to never notify the Windows account user (used to install Ultimus DPA Suite) about changes made to that computer.
Deactivating UAC in Windows 2008 R2 was possible via runn... |
Enabling Net.Tcp Port Sharing service
Note: This setting is a prerequisite for installing UATS modules.
On Windows Server versions 2016 and 2019, the Net.Tcp Port Sharing Service must be enabled as follows:
1. Using Start menu search, locate and open Services.
2. Locate Net.Tcp Port Sharing Service in the list of serv... |
Removing previous Ultimus versions
Note: If upgrading a non-primary or ‘backup’ Ultimus BPM Server:
• Create a new Ultimus BPM Database to allow the database-handling-related software changes delivered with the new Ultimus version to take effect.
• Make sure you back up the old database before starting the install... |
Creating Ultimus databases
The creation of Ultimus databases is necessary to support the Ultimus BPM server environment. Ultimus Business Organization Database can be a separate database from Ultimus BPM Database. By having Ultimus Business Organization Database as a separate database, the Ultimus DPA Suite production ... |
Ensuring you have received a current version of your Ultimus License Configuration files
Caution: Before you proceed to install or upgrade to a new Ultimus version, ensure you have the correct Ultimus License Configuration files for each of the Ultimus modules to be installed, as the old License files will not work wi... |
Note: Remove UATS with Ultimus DPA Portal before removing the Ultimus Digital Process Automation (DPA) Suite.
Note: Removing Ultimus BPM Suite does not delete the original installation directory or your Business Processes.
Since all settings within the Ultimus System Administrator module are deleted once the removal i... |
This section details additional configurations for UATS and Ultimus DPA Portal that may be required before users can start using Ultimus DPA Portal. The list of required additional configurations depend on your UATS and Ultimus DPA Portal project implementation.
• Server-side configurations
• Client-side configuratio... |
Server-side configurations
This section contains additional configurations for Ultimus DPA Portal that may have to be carried out on the server(s) hosting UATS with Ultimus DPA Portal Web Application.
• Setting up multiple Ultimus DPA Portal instances
• Securing UATS and SSL configuration for UATS with DPA Portal
• ... |
Setting up multiple Ultimus DPA Portal instances
By setting up multiple Ultimus DPA Portal instances as detailed in this section, DPA Portal users will be able to access the DPA Portal using domain-specific URLs instead of selecting a domain from a list when logging in to DPA Portal.
Caution: To explain the procedure... |
Securing UATS and SSL configuration for UATS with DPA Portal
To secure UATS and configure SSL, follow these steps.
1. Preparations:
• Ensure that outdated TLS/SSL protocols are disabled on the production system.
• All of the services doing database logging via CPS’s Logbus adapter (default) have the SolutionBus/Gover... |
Configuring reverse proxy for DMZ access
Adding a reverse-proxy server to your configuration provides an additional, external access point for internal users, making internal web applications, such as the Ultimus DPA Portal available over the Internet.
In a typical reverse-proxy scenario, an Internet-accessible Web ser... |
Enabling Debug logging for UATS
Enable debug logging to access error logs easily whenever required, for example for a troubleshooting process.
Note: The affected services must be restarted for the changes to take effect.
You can enable debug logging using our application (supported way), or manually.
Enabling debug... |
Configuring service locations
If the NLB helper service providing the Network Load Balancing and the DPA Portal application are not installed at the same computer, the name of the server where the NLB helper service is located has to be defined manually. In distributed-server installations, the UATS Administrator web s... |
Configuring SSO
Configuring Single-Sign On (SSO) for logging in to Ultimus DPA Portal consists of the following main parts:
• IIS configuration |
IIS configuration
1. Open Internet Information Services (ISS) Manager.
2. In the Connections pane, navigate to and select the UltimusWebClient node.
3. In the list view, double-click on Authentication (as shown in Figure 94).
Selecting Authentication
4. In the Authentication view, verify the following settings (as sho... |
Configuring user name visibility in lists
Processes often contain lists of DPA Portal users to choose from (for example in the form of an Assign To list). These lists display user names depending on security settings, by default, the user names are not displayed. To display them, follow these steps:
1. Navigate to fold... |
Client-side configurations
This section details additional configurations that may need to be done on computers on which Ultimus DPA Portal will be used. |
Adding Ultimus DPA Portal URL to trusted sites for Internet Explorer
Note: This setting is only applicable to Internet Explorer. We recommend that you consider using Microsoft Edge instead of Internet Explorer.
Warning: This configuration is necessary for Ultimus (standard) Forms and Ultimus Web Forms forms to work.... |
This section discusses how to set up and configure the connection between Ultimus Advanced Task Service with Ultimus Digital Process Automation Portal and the Ultimus BPM Server(s), and details further configurations to be done in the UATS Administrator application.
This section assumes that UATS with Ultimus DPA Porta... |
Logging in to UATS Administrator
1. Open the list of installed applications by (Start menu) and locate UATS with Ultimus DPA Portal»UATS Administrator.
The UATS Administrator login dialog box opens in your default web browser; showing the following URL in the Address bar:
http://<computername>/uatsadministrator/
(where... |
Managing Ultimus BPM Server settings
This section outlines how to use the Servers page in UATS Administrator. By defining Ultimus BPM Server settings, Ultimus Advanced Task Service with Ultimus Digital Process Automation Portal can connect to the specified Ultimus BPM Servers to retrieve business process data. |
Starting or stopping the DataLoader service
The Servers page displays the list of Ultimus BPM Servers that are connected to UATS and run the DataLoader services.
Ultimus BPM Servers page of UATS Administrator
To Start or Stop the DataLoader service for a BPM Server, click on the respective button in the Actions column... |
Authentication Ultimus BPM Server
The authentication Ultimus BPM Server performs user authentication and verifies licensing for process participants by communicating with the other BPM Servers in the domain. The authentication server carries out the user authentication directly, while the user licenses are checked by t... |
Adding a new Ultimus BPM Server
This section describes how to specify a new Ultimus BPM Server from which to retrieve business process data.
Note: Before adding a new server, ensure that the respective BPM services (TaskHandler, DataProvider) are installed on the BPM-side. These are essential for the process to carry... |
Editing settings of an existing Ultimus BPM Server
1. Click on Servers on the UATS Administrator main interface.
2. From the list of Ultimus BPM Servers, select (highlight) the server to be edited.
3. Click on Edit Server to display the Edit Server dialog box.
Edit Server dialog
4. Change the Ultimus BPM Server settin... |
Deleting existing Ultimus BPM Server settings
Tip: The name of a BPM Server can be changed by editing the server settings, see Editing settings of an existing Ultimus BPM Server.
Warning: Before deleting a BPM Server, make sure it is not an authentication server. Without an authentication server, the users are unable... |
Managing Ultimus DPA Portal users
This section outlines how to manage Ultimus DPA Portal users on the Users page of UATS Administrator.
Users page of UATS Administrator
The Users page displays the following:
• List of Ultimus DPA Portal users synchronized from BPM, technical users (e.g., UATS Administrator), and the... |
Adding or Deleting users
The list of DPA Portal users is transferred from the BPM Server upon every synchronization. |
Editing an existing user
Use the Edit User function for the following:
• Granting UATS Administrator rights
• Activating or Deactivating DPA Portal user access
• Toggle User Login Expired
Note: The list of DPA Portal users is populated from the BPM Server upon every synchronization, therefore the Username, Full Nam... |
Granting UATS Administrator rights
You can grant UATS Administrator rights to any DPA Portal user by using the Edit User function. This setting will not affect any other user type settings, for example system administrator roles.
1. Open the Users page of UATS Administrator.
2. In the Users pane, click Edit User to di... |
Activating or Deactivating DPA Portal user access
Users who have been synchronized from BPM are Active by default. You can activate/deactivate the DPA Portal user access by using the Edit User function.
1. Open the Users page of UATS Administrator.
2. In the Users pane, click Edit User to display the Edit User dialog ... |
Toggle User Login Expired
If a user does not log in to the Ultimus DPA Portal for longer than 30 days, their login expires. To enable/disable login for the user, click on the Toggle User Login Expired button. |
Managing User Roles
Linking Ultimus DPA Portal users to Roles provides the users with Role-specific templates and applications, as defined by the Administrator. On the Roles page of UATS Administrator, the following user role configuration options are available:
• Roles
• Add/Remove OC Groups
• User Role Handling
•... |
Roles
In the Roles section, you can manage the roles that are available to be assigned to Ultimus DPA Portal users, as well as define the Navigation Pane item order for users in the specified role.
By default, the Roles list box displays only the DEFAULT ROLE, the DEFAULT ADMIN ROLE and a [server name] ADMIN ROLE (whe... |
Creating a new role
Note: Roles cannot be renamed later.
1. In the Roles section, click New Role.The Add New Role dialog box appears.
Add New Role dialog
2. In the Role Name text box, enter the name of the new role.
3. Click Save changes.
4. To assign users to the new role, continue to User Role Handling. |
Deleting an existing role
To delete an existing role, follow these steps:
1. In the Roles section, click on a Role to delete and click on Delete Role.
2. In the CONFIRM dialog, click Yes to confirm and delete the selected Role. Click on No to cancel the operation.
Note: The DEFAULT ROLE cannot be deleted. |
Add/Remove OC Groups
In the Add/Remove OC Groups section of the Roles page of the UATS Administrator, you can assign the members of the specified Ultimus Organization Charts (OC) group to the selected DPA Portal user role.
Add/Remove OC groups
1. In the Roles section, select a role to work with.
2. The list of avail... |
User Role Handling
This section describes how to add, remove and change role assignments of DPA Portal users on the Role User Handling section of the Roles page in UATS Administrator. |
Using the Search function
Note: The Search function in Role User Handling works differently from all other Filtering functions on the Roles page.
Please apply the following usage tips for a successful search:
• The method of typing in the characters and pressing Enter will not find the record because this method only... |
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