HCL Workload Automation, Version 9.4

Authorizing users to access catalogs and services

Working with roles to authorize users to view or edit catalogs and services, and submit service requests.

Before you begin

Associate roles to catalogs and services to make them available to users. Users with the roles corresponding to those assigned to the catalog or service are able to work with the catalogs and services as defined by each individual role. Launch the Self-Service Catalog using a web browser:
Required role
TWSWEBUIAdministrator, TWSWEBUIBusinessDeveloper
Required role
TWSWEBUIAdministrator, TWSWEBUIBusinessDeveloper

About this task

You can associate different roles to users to authorize them to perform different tasks. View and edit rights are based on Dashboard Application Services Hub role definition.

The following list shows the available roles, based on which you can authorize users to different actions and objects:

Available roles

To know which are your roles, from the home page, tap User.

Using the following roles you can differentiate users who can only view and run service requests from users who can also create and edit them.
dwcAnalyst
This is the minimum role required to access Self-Service Catalog. Users with this role can view catalogs and services to which they are authorized and submit service requests. They cannot modify services or catalogs.
dwcAdministrator
Users with this role can create, edit, and delete catalogs and services. They can also associate roles to services and catalogs to authorize other users to work with them.
TWSWEBUIBusinessDeveloper
Users in this group can access and use the Self-Service Catalog and the Self-Service Dashboards mobile applications. From the Self-Service Catalog mobile application, these users can create and edit catalogs, create and edit services, add services to catalogs, delete services and catalogs, and submit services associated to job streams. From the Self-Service Dashboards mobile application, these users can create and edit dashboards to filter for jobs and workstations, display and view a dashboard of results, delete dashboards, and perform recovery actions on a single result. To share catalogs, services, and dashboards with other users, the TWSWEBUIBusinessDeveloper can assign them to the custom roles that the TWSWEBUIBusinessDeveloper possesses but not to predefined roles. Users with these same custom roles can work with the catalogs, services, and dashboards. Users with all of the custom roles can submit services; view, edit, and delete services, catalogs, and dashboards; but users with only one or some of the custom roles can only submit services, and view services, catalogs, and dashboards.

If a user with the Administrator role, creates catalogs, services, and dashboards and does not assign any roles to them, then users with the TWSWEBUIBusinessDeveloper role cannot see or work with them.

Warning: If a custom role is removed from a catalog, service, or dashboards, in addition to the TWSWEBUIBusinessDeveloper user, users with this same custom role can no longer see and work with them, even if they possess other custom roles that are currently assigned to the catalog or service. The Administrator must reassign the custom role to the catalog, service, or dashboard to make it accessible again to the TWSWEBUIBusinessDeveloper user and other users with the same custom role.
You can use all the other available roles to fine tune the authorization mechanism. By associating catalogs and services to required roles, you can authorize only users with at least one of those roles to see and use them. To associate users to specific roles, use the Dynamic Workload Console, as described in Defining users and roles.

To associate a catalog or a service to a role, perform the following steps

Procedure

  1. Tap the Self-Service Catalog section Self-Service Catalog section to launch the application.
  2. Tap the Catalogs section to display a list of available catalogs. A catalog is a container of services.
  3. Depending on the object to which you want to associate a role, take either one of the following choices
    • To associate a role to a catalog:
      1. Tap Roles. The role icon role icon displays next to each object until you exit the edit role mode by tapping the Roles button again.
      2. Tap the catalog that you want to associate to a role.
      3. From the displayed list of roles, select the ones you want to associate to the selected catalog.
      4. Save to exit and tap Roles again to exit the edit role mode.
    • To associate a role to a service,
      1. Tap the catalog name and the Services page opens.
      2. Tap Roles. The role icon role icon displays next to each object until you exit the edit role mode by tapping the Roles button again.
      3. From the displayed list of roles, select the ones you want to associate to the selected service.
      4. Save to exit and tap Roles again to exit the edit role mode.

Results

Only users who have at least one of the roles associated to a catalog or service can view, edit or use it.