Creating Groups

A Native Directory group can contain users and groups from the user directories configured on Shared Services, including Native Directory.

When a group from an external user directory is added to a Native Directory group, Shared Services creates a reference in the database to establish the relationship.

  To create Native Directory groups:

  1. Launch Shared Services Console. See Launching Shared Services Console.

  2. In the View pane, expand Native Directory.

  3. Right-click Groups and select New.

  4. In Name, enter a unique group name (maximum 256 characters).

    Group names are not case-sensitive.

  5. Optional: Enter a group description.

  6. Perform an action:

    • Click Save to create the group without adding groups or users, and go to step 11.

    • Click Next to create a nested group or assign users to the group.

  7. Create a nested group. To skip this step, click Next.

    1. In Directory, select the user directory from which you want to add the child group. Select All to search for groups in all configured directories.

    2. Select Group Name to search based on group names. Select Description to search based on group descriptions.

    3. Enter the criterion for retrieving groups. Use * (asterisk) as the wildcard to retrieve all available groups.

    4. Click Go.

      Groups that match the search criterion are listed under Available Groups.

    5. From Available Groups, select the member groups for the new group.

    6. Click Add.

      The selected groups are listed under Assigned Groups list.

    7. Optional: To retrieve and assign groups from other user directories, repeat step 7.a-step 7.f.

      Shared Services enables you to search the assigned groups to identify the groups that you want to remove. Use the fields above the Assigned Groups list to define the search criteria for searching within assigned groups list. For instructions on searching within assigned groups, see step 7.a-step 7.d.

      From Assigned Groups, select the group to remove and click Remove to remove an assigned group. Click Reset to remove all the groups that you assigned in the current session.

  8. Perform an action:

    • Click Save to create the group without adding users, and go to step 11.

    • Click Next to assign users to the group.

  9. To assign users to the group:

    1. In Directory, select the user directory from which to retrieve users. To search for users in all configured user directories, select All.

    2. Select the user property (User Name, First Name, Last Name, Email Address or Description) to search.

    3. Enter the search criterion. Use * (asterisk) as the wildcard to retrieve all users.

    4. Click Go.

      User accounts matching the search criteria are listed under Available Users.

    5. From Available Users, select the users to add to the group.

    6. Click Add.

      The selected user accounts are listed under Assigned Users.

    7. Optional: To retrieve and assign users from other user directories, repeat step 9.a-step 9.f.

      Shared Services enables you to search the assigned users to identify the users that you want to remove. Use the fields above the Assigned Users list to define the search criteria for searching within assigned users list. For instructions on searching within the assigned users list, see step 9.a-step 9.d.

      From Assigned Users, select the user to remove and click Remove to remove an assigned user. Click Reset to remove all users that you assigned in the current session.

  10. Click Save.

  11. In the confirmation screen, select Create Another (to create another group) or OK (to return to the Browse tab).