Software Security Policy Wizard

The Software Security Wizard guides the user in setting up the software security policy and in assigning an administrator user. Using this security policy all users will be managed by the application itself.

Software Security Wizard Step 1:

Select the button 'By Software Security Policy'. The security policy selection dialog looks like this:

Software Security Policy - Step 2:

After selecting the security policy an administrator user needs to be chosen. The administrator is always the first user that will be added to the user management and he will perform all further user management and security configuration steps. Using the administrator account for regular operation of the software is not recommended, it is intended for user management and security setup purposes only!

The administrator user needs to be selected first! The administrator manages all further security setup and user management steps. This account is intended for managing purposes only and should not be used for regular operation of the software.

Enter the name of the administrator user and a password for the administrator account:

Software Security Policy Step 3:

A detailed description of the user account is needed. Enter the user details for the administrator:

Software Security Policy Step 4:

The administrator user has been configured now and the software needs to be restarted. If the software does not restart automatically after pushing the Finish button, please restart it manually by selecting the Start Menu entry or the Desktop-Icon.

Software restart and first login

After restarting, the software will have finished the security policy setup and the user will be welcomed by the login screen:

 

The administrator user needs to login with his user credentials and will have access to the application with restricted functionality. The administrator may then continue with the security setup:

The Data Access Control setup can be executed immediately or at a later point in time. In addition to the general security functions it will provide advanced user based data access control. If your working environment does not require data access control this setup can be skipped. Please review the chapter "Data Access Control" for further information.

Completing the security setup

After software security wizard has completed successfully, the basic security functions of the application are activated. The administrator will have access to the application with limited functionality. The security setup needs to be finalized by utilizing the following additional functions:

• User Management - to add additional users

• Permission Schemes - to configure access to software functions

Optionally additional security functions may be configured:

• Data Access Control - to configure data access rules (if not already configured during the setup wizard)

• Password Policy Options - to control password requirements

• Activity logging - to record all application activity

• Data versioning - to keep a version history of modified data

Please review the corresponding chapters for further information.