To Update Roles Assigned to Users

When editing roles assigned to users you can choose to update users with the new role changes immediately, or defer the update to run during a scheduled maintenance window.

Upon making changes to a role, the Confirm Role Changes page opens. The Confirm Roles Changes page is shown in To Update Roles Assigned to Users.

• The Update Assigned Users section of this page displays the number of users who currently have the role assigned.

• Use the Update Assigned Users menu to select whether to immediately update users with the new role changes (Update), to defer updating users until a later time (Do not update), or to select a custom scheduled update task.

  • Because Update updates users immediately, you should avoid choosing this option if a large number of users will be affected. Updating users can be time and resource-intensive. If many users need to be updated, it is preferable to schedule the update for off-peak hours.

  • When Do not update is selected for a role, users assigned to the role will not receive role updates until an administrator views the user’s user profile or until the user is updated by the Update Role Users task. For information on scheduling the Update Role Users task, see the next section.

  • If you have created an Update Role Users task schedule, you can select it from the menu. The selected Update Role Users task will update users assigned to the role according to the schedule defined for the task. See the next section for more information.

    To Update Roles Assigned to Users shows the Confirm Role Changes page. The Update Assigned Users section displays the number of users who currently have this role assigned. The Update Assigned Users drop-down menu has two default options: Do not update and Update. You can also select from a list of scheduled Update Role Users tasks. For instructions on creating scheduled Update Role Users tasks, see To Schedule an Update Role Users Task.

    

To Manually Update Assigned Users

You can update users assigned to roles by selecting one or more roles and clicking the Update Assigned Users button. This procedure runs an instance of the Update Role Users Task for the roles specified.

1. Search for the role (or roles) whose assigned users should be updated by following the instructions on To Search for Roles or To View Roles.

2. Select the role (or roles) using the checkboxes.

3. Click Update Assigned Users.

   The Update Users Assigned to Roles page (Figure 5–10) displays.

4. Click Launch to start the update.

5. Check the status of the Update Role Users task by clicking Server Tasks in the main menu, then click All Tasks in the secondary menu.

   Figure 5–10 The Update Users Assigned to Roles Page

   
   

To Schedule an Update Role Users Task

You should schedule an Update Role Users task to run on a regular basis.

Schedule the update Role Users task to update users with outstanding role changes as follows:

1. In the Administrator interface, click Server Tasks.

2. Click Manage Schedule in the secondary menu.

3. In the Tasks Available For Scheduling section, click on the Update Role Users TaskDefinition.

   The “Create New Update Role Users Task Schedule” page opens, or, if you are editing an existing task, the “Edit Task Schedule” page opens (Figure 5–11).

4. Complete the form. For help, refer to the i-Helps and online help.

   To specify a date and time when the task should run, in Start Date use the format mm/dd/yyyy hh:mm:ss. For example, to schedule a task to start running at 7:00 P.M. on September 29, 2008, type 09/29/2008 19:00:00.

   In the Result Options drop-down menu, select rename. If you select wait, future instances of this task will not run until you remove the previous results. See online help for more information on the various Result Options settings.

5. Click Save to save the task.

   Figure 5–11 shows the scheduled task form for the Update Role Users task. Specific roles can be assigned to specific Update Role Users tasks (as shown in the Task Parameters section.) See To Update Roles Assigned to Users for more information.

   Figure 5–11 The Update Role Users Scheduled Task Form

   
   

To Find Users Assigned to a Specific Role

You can search for users who have a specific role assigned.

1. In the Administrator interface, click Accounts.

2. Click Find Users in the secondary menu. The Find Users page opens.

3. Locate the search type User has [Select Role Type] role assigned.

4. Select the option box and use the Select Role Type drop-down menu to filter the list of available roles.

   A second role menu opens.

5. Select a role.

6. Clear the other search-type checkboxes, unless you want to narrow your search further.

7. Click Search.

   Figure 5–12 Searching for users assigned a role using the Find Users page