New Software Account User

Scenario: You want to create a new user account that will only be used for a software application, such as OPC.

 

Reference: For general information on user administration, see User and User Group Administration.

 

Workflow diagram:

 

 

Prerequisites:

  • A supervisory user was created by copying the existing default admin and configuring adequate user rights.
  • You have created one or several user groups under the folder Project > System Settings > Security (see User Group Administration).

 

Steps:

1 – Create a New Software Account User

NOTE:
The software account user does not need a password and the account does not expire. An existing OPC user from 3.0 will not be deleted.

  • System Manager is in Engineering mode.
  1. In System Browser, select Management View.
  1. Select Project > System Settings > Users.
  1. Select the Users tab.
  1. Click New .
  1. In the New User dialog box:
    a. From the User type drop-down-list, select Software account.
    b. Click OK.
  1. Click Save .
  • The software account user is created but not configured yet.

 

2 – Assign a User Group
  1. Select the Configured Groups expander, and select the appropriate user group from the User Group list.
  1. Drag any user group to the User Configuration list.
  • The user group is moved from Configured Groups list to the Role/Group Membership list.
  1. Repeat steps 1 to 2 for additional user groups that you want to assign to the user.
  • The user groups are assigned to the user. The Mandatory and Active values are automatically selected for the user. For information on the Mandatory and Active columns see Role/Group Membership in User Administration Workspace.

NOTE:
Assigning user groups to users is the same as assigning users to user groups, so the assignment can be performed in either section.

 

3 – Define User Properties
  1. In the User Information expander, do the following:
  • Enter an expanded user description in the Full name field. This text displays as the user name on the Summary bar.
  • Enter an expanded description, for example, office number, in the Comment field.
  1. Click Save .
  • The software user is enabled by default.