Using the Persona Wizard

The Persona Wizard (PSM_PersonaWizard) screen combines the current Persona Maintenance (PSM004), Persona Menu Designer (PSM006), and Security Group Maintenance (PSM002) screens. The persona, menu structure, and privileges are displayed together as a single process rather than three separate processes.

The Persona Wizard is recommended when you set up new personas since it automatically links personas and security groups.

To define personas using the Persona Wizard:

1.    From the Personify main toolbar, select Security > Persona Wizard.

2.    Click Create New Persona.
The Persona Wizard Step 1 of 6 - Persona Details screen displays, as shown below.

3.    On the Persona Wizard Step 1 of 6 - Persona Details screen, perform the following:

a.    Enter the Persona Code.

b.    Enter the Persona Description.

c.    Select the Organization ID and Organization Unit ID.

d.    From the first drop-down next to “Home Page is a:”, select one of the following to determine the screen that displays when a user with this persona as default logs into the application:

i.      Personify Home Page
If selected, the second drop-down provides you with a list of quick-start Personify Home Pages as set up by your administrator during System Setup.
Information on setting up and enabling the Personify Home Pages appears in the Defining Home Pages.

ii.     Dashboard
If selected, the second drop-down provides you with a list of available BusinessObjects dashboards the persona is associated with.

iii.   Command or URL
If selected, the second entry field allows you to open the Command Builder and build a Personify command you want executing upon login OR type in a URL of a webpage you want opened upon login.

e.    Depending on your selection in the first drop-down, select or enter an entry into the second drop-down.
Options include a specific Home Page, Dashboard, Personify Command, or URL.

f.      Select whether or not to Suppress Tasks on Home page.

g.    If necessary, uncheck the Is Active? checkbox.

4.    Click Next.
The Persona Wizard Step 2 of 6 - Define Menu Structure for the Persona screen displays, as shown below.

The Persona Wizard Step 2 of 6 - Define Menu Structure for the Persona screen works exactly like the Persona Menu Designer screen. See Defining Personify Menu Structures for more information on defining a menu structure on this screen.

5.    Click Next.
The Persona Wizard Step 3 of 6 - Details of Related Security Group screen displays, as shown below.

6.    On the Persona Wizard Step 3 of 6 - Details of Related Security Group screen, perform the following:

a.    Enter a unique Group Id and Group Name.
This defaults to the Persona Code entered in step 3a.

b.    Enter the Group Description.
This defaults to the Persona Description entered in step 3b.

c.    In the Security Group Options section, check the appropriate checkboxes:

·            Is Active?

·            Can Use Application Designer?

·            Can Use Debug Tools?

·            Can Use Database Designer?

·            Can Use Visual Style Designer?

·            Can Publish Screens?

·            Can Use Web Designer?

·            Can Use Unified Search?

·            Can Use Web Services Designer?

·            Can Publish Web Services?

If a security group already exists with the same name as the persona, then the existing security group automatically populates in the Group ID and Group Name fields. If a security group does not exist with the same name as the persona, then the security name automatically populates as the same name as the persona (uses the exact name with no underscores).

7.    Click Next.
The Persona Wizard Step 4 of 6 - Assign Application Permissions to the Persona screen displays, as shown below.

8.    On the Persona Wizard Step 4 of 6 - Assign Application Permissions to the Persona screen, a list of batch processes, online reports, XML-based screens, and Web pages (options in the Application Type drop-down) display. Select the filters and the appropriate applications that the security group has permissions for. You can use the following links to make mass updates:

·            Default All Screens to Full Access

·            Default All Screens to Read-Only Access

·            Remove All Access

·            Refresh from Menu

The applications automatically display based on the menu options you selected for the persona on the Persona Wizard Step 2 of 6 - Define Menu Structure for the Persona screen. For example, if you select the Accounting menu to display for the persona, then the Accounting-related applications display on this screen.

9.    Click Next.
The Persona Wizard Step 5 of 6 - Assign Access Point Permissions to the Persona screen displays, as shown below.

10.  On the Persona Wizard Step 5 of 6 - Assign Access Point Permissions to the Persona screen, a list of access points defined for the organization unit displays. Select the appropriate access point checkboxes that the security group has permissions for.

The access points with the “OLK” prefixes are associated with Outlook integration. If assigned, the persona is permitted to perform certain actions in Outlook.

11.  Click Next.
The Persona Wizard Step 6 of 6 - Assign Users to Persona screen displays, as shown below.

12.  On the Persona Wizard Step 6 of 6 - Assign Users to Persona screen, select the appropriate user checkboxes that can use the persona.

13.  Click Save.