Getting Started with ALES 3.0

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Tutorial 4: Creating a Role with a Membership Rule

This section contains the following sections:

 


Overview

This section walks you through the steps of creating a Role using a Membership Rule. A Role is essentially a collection of permissions that are granted the Users who are assigned to it. It also defines how, when, and under what constraints the Role is assigned.

In ALES 3.0, the inheritance pattern of Roles can be configured so that a User assigned to a parent Role also inherits any child Roles (so long as this is not prohibited by other policies).

The Role created in this tutorial is named HealthProviders. The Membership Rule assigns all members of the Doctors group to this Role.

 


Create the Role Using a Membership Policy

You can create a Role and Membership Rule using either the All Roles or the Membership Rules node. In this example we use All Roles.

  1. In the left navigation pane, select the All Roles node and click New at the bottom of the pane. This opens the New Role window.


  2. On the New Role window, enter HealthProviders in the Name field and click OK.

  3. To create the Membership Rule that assigns the Doctors group to this Role, select HealthProviders in the left pane so that it displays at the top of the right pane. Then click New under Membership Rules in the right pane. This opens the New Membership Rule window.


  4. On the New Membership Role window, select the Grant radio button. Make sure that Group displays in the Select Policy Subjects From field and that the Admissions group displays in the Choose Identity Directory field. Then select the Doctors group in the Available Subjects list and click Add.
  5. For this tutorial, we won’t add any more information to the Membership Rule. But if you want to, you can specify that this rule applies only to the Patient Roster. If you would like to do this, click Show More at the top of the Modify Rule Membership window. This adds the Resources tab to the window where you can drill down and select roster_index.jsp, the Resource representing the Patient Roster.

  6. Click OK to save the Membership Rule.

 


Save the Role

After creating the Role as described, click Save Changes at the top of the main window.

 


Summary

This tutorial showed how to create a Role and define its membership using a Membership Rule. The next tutorial shows how to define Authorization policies. One of these policies will make use of the HealthProviders Role to grant access to the Patient Roster.


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