9 Customizing Group Menu Item Access

This chapter describes how to specify which Administrative and User Console menu items are available to a particular group.

This chapter discusses the following topics:

Setting Menu Items for Groups
Creating New Menu Items for Groups
Assigning a Menu Item to a Group
Removing a Menu Item from a User Group
Renaming a Menu Item

9.1 Setting Menu Items for Groups

You can set the menu items for groups that you manage by using the group menu items page. The menu items listed in the group menu items page are available to that group. You can add items to the page and remove items from it. If a user is a member of multiple groups, then they have access to all of the menus associated with each of the groups to which they belong.

Note:

To ensure that all users of the Administrative and User Console have access to at least the most basic menu items, assign those menu items to the All Users group.

For example, if User A is a member of two groups, ABC and XYZ, and members of the ABC group are entitled to access Requests.Create and members of XYZ are entitled to access Requests.Track, then User A must be able to access both the Create and Track pages, which are under Requests, of the Administrative and User Console.

Each menu group has the menuGroup.menu group code property associated with it. Each menu item has the following associated properties:

menuItem.menu group code.menu item code: Provides the display label of the menu item
menuItem.menu group code.menu item code.link: Defines the link destination

9.2 Creating New Menu Items for Groups

To create new menu items for groups, you add entries by using the Form Information form. Then you add the corresponding properties.

Table 9-1 presents the complete list of Administrative and User Console menu items to which a user group can be granted access.

Table 9-1 Administrative and User Console Menu Items to Which Groups Can Be Added

Menu Group	Menu Item Name	Function
My Account	Account Profile	Allows users to access their account profiles.
	Change Password	Allows users to change their passwords.
	Challenge Q&A	Allows users to change their challenge questions.
	My Proxy	Allows users to view their proxy details.
My Resources	My Resources	Allows users to view their provisioned resources.
	My Requests	Allows users to view their requests (raised for them or by them).
	Request New Resources	Allows users to initialize and/or submit requests to provision resources to themselves.
Requests	Resources	Allows users to make requests.
	Track	Allows users to track existing requests.
To-Do List	Pending Approvals	Allows users approve tasks within existing requests.
	Open Tasks	Allows users to view open tasks assigned to them, or to users they manage.
	Attestation	Allows users to display all open attestation tasks that are assigned to them, and certify, reject, decline, or delegate attestation tasks.
Users	Create	Allows users to create user accounts.
	Manage	Allows users to view, edit, and otherwise manage users they administer.
Organizations	Create	Allows users to create organizations.
	Manage	Allows users to manage organizations they administer.
User Groups	Create	Allows users to create groups.
	Manage	Allows users to view, edit, and otherwise manage groups they administer.
Access Policies	Create	Allows users to create access policies.
	Manage	Allows users to view, edit, and otherwise manage access policies they administer.
Resource Management	Manage	Allows users to view, edit, and otherwise manage resources they administer.
	Create IT Resource	Allows users to create IT resources and set access permissions to user groups on the IT resource.
	Manage IT Resource	Allows users to view, modify, and delete IT resources.
	Create Scheduled Task	Allows users to create scheduled tasks by specifying the schedule and adding scheduled task attributes.
	Manage Scheduled Task	Allows users to view and modify scheduled tasks.
Deployment Management	Export	Allows users to export Xellerate entities as XML files.
	Import	Allows users to import Xellerate entities from XML files created by using the Deployment Manager Export feature.
	Install Connector	Allows users to install predefined connectors, and automate copying connector files to the specified installation directory, importing the connector XML files, and compiling adapters.
Reports	Operational Reports	Allows users to view a list of available Operational Reports and run them.
	Historical Reports	Allows users to view a list of available Historical Reports and run them.
Generic Technology Connector	Create	Allows users to create generic technology connectors
	Manage	Allows users to view and edit generic technology connectors
Attestation	Create	Allows users to create an attestation process.
	Manage	Allows users to view, edit and otherwise manage the attestation processes.
	Dashboard	Allows users to view active attestation processes.

9.3 Assigning a Menu Item to a Group

To assign a menu item to a user group, perform the following steps:

Log in to the Administrative and User Console as an administrator.
Click User Groups, and then click Manage.
Search to find the group to which you want to assign a menu item.
Select the group name.
From the additional details menu, select Menu Items.
Click Assign Menu Items. The Assign Menu Items page is displayed.
From the Assign Menu Items page, select the Assign option for any menu item that you want to assign to the selected group.

Note:
If there are more items than are displayed in the table, then click Next to view the rest of the items.
Click Assign.
Click Cancel to return to the Assign Menu Items page.

or

Click Confirm Assign.

The items are added to the group users, which they will be able to access the next time they log in.

9.4 Removing a Menu Item from a User Group

To remove a menu item from a user group, perform the following steps:

Log in to the Administrative and User Console as an administrator.
Click User Groups, then click Manage.
Search to find the group from which you want to remove the menu item.
Click the group name.
From the Additional Details menu, select Menu Items.
Select the Delete option for each of the desired menu items.
Highlight the menu item you wish to prevent the user group from accessing.
Click Delete.
Click Confirm Delete.

9.5 Renaming a Menu Item

To rename a menu item, perform the following steps:

Note:

To change the menu group or item names, only the xlWebAdmin.properties file or locale-specific file, such as the xlWebAdmin_jp.properties file for Japanese, must be changed. No change is required in the database or code.

Identify the group item name that must be changed.
Get the class name of that menu item from the system by using the Form Information form in the client.

For example, for the menu item Request New Resources from My Resources, the class name is My Resources.Request New Resources. This name is in the database in the WIN table. This menu item shows that the menu group code is My Resources and the menu item code is Request New Resources.
Record the menu group and menu item codes, and open the xlWebAdmin.properties file.
Search for the property name in the xlWebAdmin.properties file.
Change the right hand side value of this property to the new label. This changes the name of the menu group.

In the xlWebAdmin.properties file, the property name for a menu item display label has the form menuItem.menu group code.menu item code with the spaces replaced by hyphens. For menu item with code Request New Resources under menu group with code My Resources, the property name is menuItem.My-Resources.Request-New-Resources.
Locate the property name in the xlWebAdmin.properties file.
Change the right hand side value of this property to the new label. This changes the name of the menu item.