Setting Up Login Authentication with Only Applicable Databases

You can set up Personify to only display the databases that the user has access to in the Database drop-down on the Login screen. This functionality is helpful when your organization has many databases and your users often select different databases in which to work. Using this functionality, your users would not have to scroll through a long list of databases to find the appropriate one. The Database drop-down is disabled until you enter a valid User ID and Password, allowing the authentication to determine the appropriate databases for the user.

If you do not want this feature available for all users (it is currently in the base application), then do not set the user’s credentials to access the other databases.

When you click OK, the system performs the following:

·            Creates seat information for the new database and the previous user’s login information

·            Creates a Network Access Token and a Personify Client Context

·            Clears the application data cache

·            Clears the code cache

·            Refreshes the application runtime parameter

·            Refreshes the organizations and organization units list

·            Notifies the Context Organization Change event so that it can be handled by different objects, if necessary

The databases do not have to be on the same server.

To set up Personify to only display databases you have access to:

1.    Verify that the “EnableDatabaseFilter” entry in the config.xml file is set to “True” on the client’s computer.

<Item Name="UserInterface"

SplashScreen="False"

     ApplicationHostType="MDIMain"

     StartupCommand="file://./HTMLPages\startscreen5.html"

     ConfigFolder="Config"

     DefaultRole="CallCenterRep"

     AdvancedThemes="True"

     DefaultTheme="TIMSS_Default.isl"

     CustomerProfileURL="http://YourClientWebSite/CustomerProfile/Main.aspx"

     RememberPassword="True"

     RememberUserId="True"

     EnableActiveDirectoryIntegration="False"

     EnableDatabaseFilter="True"

     ConstituentProfileURL="http://YourClientWebSite/ConstituentProfile/Main.aspx"

     MailMergeDirectoryPath="C:\"

     BroadcastingEnabled="True"

     BroadcastingFrequency="30"

     UnresolvedIssueAlertFrequencyInMinutes="5"

     ReportTaskFormat="DESCRIPTION (CODE)"

     AutomaticCapitalization="True"

     EnableAddModOperatorAlias="True"

/>

There are other setup steps related to the installation process.

2.    Double-click the Personify icon to open the application.
The Login screen displays with the Databases drop-down disabled until you enter a valid User ID.

3.    Enter the User Id and Password.
The Database drop-down automatically populates based on the security for the User ID entered.

4.    If necessary, check Remember Me so your User ID automatically populates when you log in.

5.    If necessary, check Use Windows Authentication so your User ID automatically populates based on your Active Directory User ID.
For more information, please see Enabling Active Directory.

6.    Click OK.