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Working with Pathways Security

This chapter provides information on

 

Activity Rights, Capabilities, and Roles

This section discusses the activity rights, capabilities, and roles that are delivered Pathways. It includes the following sections:

Activity Rights

Access to the Pathways application is managed through the use of portal activity rights. The following table describes the activity rights that are delivered with Pathways:

Table 6-1 Pathways Activity Rights
Activity Right
Description
Access Pathways
Allows users to see the Pathways application.

Granting Activity Rights to Users

To grant an activity right to a user:

  1. Log in to the portal.
  2. Click the Administration tab.
  3. From the Select Utility drop-down menu, select Activity Manager.
  4. Click the activity right you want to edit.
  5. Click Add Groups.
  6. Select the group you want to add.
  7. Click OK.
  8. Click Finish.

For more information on using activity rights, see the Administrator Guide for BEA AquaLogic Interaction.

Capabilities

When you create Pathways roles, you add capabilities to portal users and groups in order to grant the ability to perform different tasks in Pathways. The following table describes the capabilities that are delivered with Pathways. For information on creating roles, see Creating Pathways Roles.

Table 6-2 Pathways Capabilities
Capability
Description
Access Enhanced UI
Lets users view the Enhanced UI.
Add Favorites and Contacts
Lets users add items and people to their Favorites & Contacts view.
Add Tags
Lets users apply tags to items and people.
Administer Security
Lets users create Pathways roles.
Create Views
Lets users:
  • Create Custom views.
  • Edit and delete views that they create.
View Everyone's Tags
Lets users access the Everyone's Tags view from the View drop-down list.
View My Tags
Lets users access their My Tags view from the View drop-down list.
Prescribe Views
Lets users perform the following:
  • Prescribe Custom views to other people.
  • Edit and delete Prescribed views that they create.
  • Remove views that were prescribed to them from their list of views.
Save Searches
Lets users save queries.
Set User Preferences
Lets users access the Pathways Preferences page, which is used to override the preferences that the administrator sets on the Defaults page. For details on specifying the preferences that appear on the Pathways Preferences page, see Specifying Default UI Preferences.
View People
Lets users view people.

Note: If the Users result type is selected on a user's Pathways Preferences page, that user will be able to see users in their search results on the Items tab and Pathways Items portlet, regardless of whether or not that user has the View People capability.

Pathways determines the users to display by employing the same method used for displaying all other items. User objects are not people as defined by Pathways; only people (displayed on the People tabs and Pathways People portlet) can be considered subject matter experts. For more information on how Pathways determines subject matter experts, see Defining the Calculation of Subject Matter Experts.
View Tags
Lets users view tags in tag lists/tag clouds and in search results.

Roles

A portal user can access Pathways functionality only when assigned to a Pathways role. This section lists the roles that are delivered with Pathways and describes how to create custom Pathways roles.

Delivered Roles

The following table describes the roles that are delivered with Pathways:

Table 6-3 Pathways Delivered Roles
Role
Description
Administrator
Has all capabilities.
By default, the portal's Administrators group and Administrator user are members of Pathways' Administrator role.
Views Administrator
Has the Create Views and Prescribe Views capabilities.
By default, there are no portal groups or users that are members of the Views Administrator role.
Everyone
Has the Access Enhanced UI, Add Favorites and Contacts, Add Tags, View Everyone's Tags, View My Tags, Save Searches, Set User Preferences, View People, and View Tags capabilities.
By default, the Everyone portal group is a member of the Everyone role.

Creating Pathways Roles

To create a Pathways role:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Security page.
  4. Click Add.
  5. Click the Role Name and Description tab, then perform the following:
    1. Type the role’s name in the Role Name box.
    2. Type the role’s description in the Description box.
    3. Click OK.
  6. Click the User & Group Assignments tab, then perform the following:
    1. Click Add

      2. The Select Users and Groups dialog box appears.

    2. Choose the portal users and groups that you want to add to the role.
      3. Note: If a user is a member of more than one role, Pathways checks all roles when deciding whether or not a user can see a given object, or perform a given task on that object. If a user belongs to multiple roles, they are granted the combination of capabilities that are included in those roles.
      Note: If a user is a member of a group that is added to a role, Pathways grants the user the capabilities that are associated with that role. If a user is a member of a group that is included in more than one role, Pathways checks all roles when deciding whether or not that user can see a given object, or perform a given task on that object.
    3. Click OK.
  7. Click the Permission Assignments tab, then perform the following:
    1. Click Add.

      2. The Select Capabilities dialog box appears.

    2. Choose the capabilities that you want to add to the role.
    3. Click OK.
  8. Click SAVE.

 

Granting Access to Pathways User Interfaces

The table below lists the Pathways user interfaces and the security that you must grant to users to provide them access to these user interfaces:

Table 6-4 Security Required for Pathways User Interfaces
Pathways User Interface
Security Required
Pathways Administration
  • Access Pathways activity right
  • Access Administration activity right
  • Access Utilities activity right
  • Read access to the Pathways Administration Web Service
Simple UI
  • Access Pathways activity right
  • Read access to the Pathways Web Service
Enhanced UI
  • Access Pathways activity right
  • Read access to the Pathways Web Service
  • Access Enhanced UI capability
Pathways Items portlet
  • Access Pathways activity right
  • Read access to the Pathways Items Web Service
Pathways People portlet
  • Access Pathways activity right
  • Read access to the Pathways People Web Service
  • View People capability
Pathways Results portlet
  • Access Pathways activity right
  • Read access to the Pathways Results Web Service
Pathways Tag Cloud portlet
  • Access Pathways activity right
  • Read access to the Pathways Tag Cloud Web Service
  • View Tags capability
Pathways Tag Me portlet
  • Access Pathways activity right
  • Read access to the Pathways Tag Me Web Service
  • View Tags capability
Pathways Search portlet
  • Access Pathways activity right
  • Read access to the Pathways Search Web Service

 

Making the Pathways Tag Me Portlet Available to Users

This section discusses how to make the Pathways Tag Me portlet available to end users. The Pathways Tag Me portlet lets users view tags that have been applied to the user whose profile they are viewing. When users click a tag in the Pathways Tag Me portlet, their search results appear in the Items and People tabs of the Enhanced UI.

This procedure is optional. If you do not want any of your users to view the data in this portlet, you do not need to perform this procedure. When you perform this procedure, you make the Pathways Tag Me portlet available to all of your users who have the required security granted to access the Pathways Tag Me portlet. For details on the required security, see Granting Access to Pathways User Interfaces.

Note, however, that you can make this portlet available to only some of your users by performing this procedure, then editing the Pathways Tag Me portlet’s security to specify the users and groups that can access the portlet. For details on managing portlet security, see AquaLogic Interaction Online Help.

To make the Pathways Tag Me portlet available to end users, you must use the User Profile Manager to add the portlet to the General Information (Home) page. After you perform this procedure, users can view their own Pathways User Profile portlet by clicking My Account, then clicking View User Profile.

To make the Pathways User Profile portlet available to users, perform the following:

  1. Navigate to Administration.

    2. The Admin Objects Directory appears.

  2. From the Select Utility menu, select User Profile Manager.

    3. The User Profile Manager appears.

  3. Click General Information (Home) page.

    4. The Edit Page: General Information page appears.

  4. Click Add Portlets.

    5. The Add Portlets: General Information page appears.

  5. Select Pathways Tag Me Portlet.
  6. Click Finish.

    7. You are returned to the Edit Page: General Information page.

  7. Click Finish.

    8. You are returned to the User Profile Manager.

  8. Click Finish.

    9. You are returned to the Admin Objects Directory.

For more information on the Pathways User Profile portlet, see AquaLogic Pathways Online Help.


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