Maintaining Users

In this section, you can find information on the following topics:

• Creating users
• Editing users
• Deleting users
• Resetting user passwords
• Deactivate and Activate Users

Creating users

Note: This section does not apply to systems that are on the ISW platform.

You can add users to the system and assign them to groups. Users and groups can have permissions assigned to them that designate the symbols to which they have access. You can also edit user attributes in Application Administrator.

To create a new user using Longview Application Administrator, follow these steps:

Note: You can also create new users by importing text files. For more information see “Preparing import files for users”.

1. Open Longview Application Administrator.
2. On the File menu, select New > User. The New User dialog opens with the General tab in view.
3. In the User Name field, type a username based on the guidelines for your authentication method.

   Note: The first or last character of a username cannot be a space.

   Field	Description
   Longview authentication	If your company uses Longview authentication, usernames: can include a maximum of 63 characters can include any number, and any letter, uppercase or lowercase can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), space (   ), and “at” sign ( @ ) Note: If you plan to work with the Email event rule type, and your username contains an “at” sign ( @ ), your username and email address must be the same.
   Windows authentication	If your company uses Windows authentication, use the user’s Windows username. The Windows username: can include a maximum of 63 characters for the total User name field must include the domain name, a backslash ( \ ), and the Windows username; for example: CORP\WinUserID the domain name supports only two special characters: the hyphen ( - ) and underscore ( _ ) the username can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), and space (   )
   Third-party web authentication	If your company uses third-party web authentication, type the username from the third-party software. Third-party web usernames: can include a maximum of 63 characters can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), space (   ), and “at” sign ( @ ) Third-party web authenticated administrative users are still able to change the passwords of Longview authenticated users, provided the administrative users have been granted sufficient access. Third-party web authentication is not supported for Microsoft SharePoint. Note: If you plan to work with the Email event rule type, and your username contains an “at” sign ( @ ), your username and email address must be the same. Usernames containing special characters, including the “at” sign ( @ ) must be enclosed in double quotation marks.

4. In the User section, type the user’s information in the following mandatory fields:

   Field	Description
   First Name	Type the user’s given name. The first name can have a maximum of 50 characters.
   Last Name	Type the user’s surname. The last name can have a maximum of 50 characters.
   Description	Type a description based on the user’s role in the system. The description can have a maximum of 100 characters.

5. In the Contact section, type the user’s information in the following optional fields:

   Field	Description
   Email	Type the user’s email address.
   Home Phone	Type the user’s home phone number.
   Office Phone	Type the user’s office phone number.

6. For Authentication method, select one of the following options:

   Field	Description
   Longview	Select this option to authenticate this user through Longview authentication.
   Windows	Select this option to authenticate this user through their Windows domain credentials.
   Third-party web	Select this option to authenticate this user through a third-party web authentication application. Note: Users select Single Sign-On (Web) when signing on.

7. If you selected Longview as the Authentication method, complete the following mandatory fields. Otherwise, continue to step 8.

   Field	Description
   Password	Type the password for the new user. Passwords cannot contain any of the following characters: double quotation marks ( " ), pipes ( | ), dollar sign ( $ ), square brackets ( [ ),( ] ) or spaces (  ). If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following: The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one nonalphanumeric character. The password must be a minimum number of characters in length. The password cannot contain the whole Username, First Name, or Last Name of the user, in either uppercase or lowercase. For more information on password complexity, see the Longview Server Manager Guide.
   Confirm Password	Type the password again. Password

8. Click the Groups tab. Existing groups appear in the All Groups list.
9. Select the group or groups to assign the new user to.

   Note: New users are automatically assigned to the AllUsers group and cannot be removed from it. For more information, see “Understanding the AllUsers group”.

10. Click the Authorization tab. The tab opens with the Account Type category displayed.

    

11. 1. Assign the authorizations to the user as necessary. See Understanding User and Group Authorizations for more information about authorizations
12. When you are finished, click OK. The new user appears in the Users list in the Contents window.

Editing users

To make changes to an existing user, follow these steps:

1. Open Longview Application Administrator.
2. In the Server Explorer pane, expand the Users and Groups category, and select Users. The list of users appears in the Contents window.
3. Double-click the name of the user you want to modify. The Properties dialog for that user opens.
4. Make the necessary changes to the user.
5. When you are finished, click OK. Your changes are applied to the user.

Deleting users

Note: This section does not apply to systems that are on the ISW platform.

To delete an existing user, follow these steps:

1. Open Longview Application Administrator.
2. In the Server Explorer pane, expand the Users and Groups category, and select Users. The list of users appears in the Contents window.
3. Right-click the user that you want to remove from the system and select Delete. A confirmation dialog opens.

   Caution: If you delete a user, it cannot be recovered. To restore a deleted user to the system, it must be recreated. Use this function with caution.

4. Click Yes. The user is removed from the system and from the groups to which it was assigned.

Resetting user passwords

Note: This section does not apply to systems that are on the ISW platform.

If a user forgets their password, you may need to reset it for them, and supply them with the temporary password you have used.

To reset a user’s password, follow these steps:

1. Open Longview Application Administrator.
2. In the Server Explorer pane, expand the Users and Groups category, and select Users. The list of users appears in the Contents window.
3. Right-click the user for which you want to change the password and select Reset Password. The Reset Password dialog opens.
   
4. Type the new password in the New Password and Confirm Password fields. Passwords cannot contain any of the following characters: double quotation marks ( " ), pipes ( | ), or spaces (  ).
   • If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following:
     • The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one non-alphanumeric character.
     • The password must be a minimum number of characters in length.
     • The password cannot contain the whole Username, First Name, or Last Name of the user, in either uppercase or lowercase.
   • For more information on password complexity, see the Longview Server Manager Guide.
5. Click OK. The user’s password is reset.

Deactivate and Activate Users

Users can be deactivated in the Longview system. Deactivated users will not be able to sign on to Longview, however the user’s information and settings remain in the database. When the user is Activated, the user can sign on to Longview again.

To deactivate a user, follow these steps:

1. Open Longview Application Administrator
2. In the Server Explorer pane, expand the Users and Groups category, and select Users. The list of users appears in the Contents window.
3. Right click on the user you want to deactivate.
4. Select Deactivate.
5. Click Yes to deactivate the user.
6. The user will now show as Deactivated in the Status column of the Contents window.

To activate a user, follow these steps:

1. Open Longview Application Administrator
2. In the Server Explorer pane, expand the Users and Groups category, and select Users. The list of users appears in the Contents window.
3. Right click on the user you want to activate.
4. Select Activate
5. Click Yes to activate the user.
6. The user will no longer show as Deactivated in the Status column.