Administration Basics | admin_views | Multiexcerpt |
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MultiExcerptName | admin_views |
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| Click on the corresponding icon in the navigation bar to open the Administrator view you want to use: Navigation Bar Icon | View |
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| User Management Open this view to manage users, profiles, roles and permissions.
| | Process Mining In the Process Mining view you can administrate general settings for your process data such as setting the retention time or define calculated attributes. |
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All Documentations | portal_login_forgot_password | Multiexcerpt |
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MultiExcerptName | portal_login_forgot_password |
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| Forgotten Password | If you have forgotten your password, use the link Forgot Password? below the Sign in button. | | First enter your username, then click on the Send New Password button. | | The following message will be displayed: An Email to reset your password has been sent. The email will be sent to the address stored for your account in the user administration. Check your mailbox. | | The email sent contains a link. This link is valid for 15 minutes. Click on the link to reset your password. | | The link takes you to a page where you can change your password yourself. Enter your new password in the first line. Confirm the new password by entering it again in the second line. | | If the password and the password confirmation do not match, your will not be able to submit your request. In that case, please enter your password again and make sure that your input is identical. | | Your password has also to match the password criteria. Hover over the question mark to show the valid criteria. | | If you entered the new password click Submit. After a successful change of your password you will directly be logged in. Your are redirected to the Scheer PAS Portal. |
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All Documentations | portal_login_invalid_login | Multiexcerpt |
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MultiExcerptName | portal_login_invalid_login |
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| If the username or the password do not match or contain typing errors, an error message is displayed on the login screen. In a first step try again to log in with your username and password. In particular, check that the input is case sensitive. If logging in is still not possible, please use the link Forgot Password? link to change your password. Should you not be able to log in after changing your password, please contact the support. |
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All Documentations | portal_login_login_page | Multiexcerpt |
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MultiExcerptName | portal_login_login_page |
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| To start working with Scheer PAS, you must first log in to your system. Go to your company's address, for example https://customers.scheer-solutions.com/acme-corp/portal and log in. You need valid user data consisting of a username and a password. Enter the credentials in the corresponding fields and press the Sign in button. Alternatively, you can also confirm your input by pressing Enter. |
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All Documentations | portal_login_portal_home | Multiexcerpt |
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MultiExcerptName | portal_login_portal_home |
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| After a successful login you are in the Scheer PAS Portal - your access to the world of Scheer PAS: For each component of the platform you are authorized to use, you will see a corresponding tile. Click on a tile to open the corresponding component within the Portal. |
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All Documentations | portal_logout | |
Diverse | use_filter_to_limit | Multiexcerpt |
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MultiExcerptName | use_filter_to_limit |
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| Tip |
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Use the filter to limit the content of the list. |
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General Information | admin_rights_must_have | Multiexcerpt |
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MultiExcerptName | admin_rights_must_have |
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| Info |
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You need at least one user with administration permission to access the User Management. Therefore, any new installation of Scheer PAS includes one standard administration user. |
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General Information | valid_until_expired | Multiexcerpt |
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MultiExcerptName | valid_until_expired |
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| Info |
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If the date set for Valid until has expired, the user can no longer log in to the system, even if his account is still activated. |
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Maintaining Process Mining | log_level | Multiexcerpt |
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MultiExcerptName | log_level |
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Maintaining Process Mining | note_calculation_rules | Multiexcerpt |
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MultiExcerptName | note_calculation_rules |
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| Info |
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Do not change or create calculated attributes without any knowledge of JSON. |
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Maintaining Process Mining | tip_calculation_rules | Multiexcerpt |
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MultiExcerptName | tip_calculation_rules |
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| Tip |
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We would be pleased to help you with the implementation of your calculations. If you want to create your own calculated attributes, please contact your Scheer PAS consultant. |
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Managing Cron Jobs | cron_activate_after_saving | Multiexcerpt |
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MultiExcerptName | cron_activate_after_saving |
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| The Activate job after saving field allows you to activate the job directly. - Choose option Activate to activate the job when it is created.
- If you choose Don't activate (default), the job remains deactivated until you activate it manually (see page Editing a Cron Job for details).
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Managing Cron Jobs | cron_event | Multiexcerpt |
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MultiExcerptName | cron_event |
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| Enter the name of the function. Example: executeModel is used if an EPC is to be executed. |
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Managing Cron Jobs | cron_execute_after_saving | Multiexcerpt |
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MultiExcerptName | cron_execute_after_saving |
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| The Execute job after saving field allows you to initiate the first execution of the job regardless of the pattern. - If you choose Execute, the job will be executed initially after its creation - regardless of the defined pattern. The second execution is then based on the pattern.
- If you select Don't execute (default), the execution will be based directly on the pattern if the job is activated.
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Managing Cron Jobs | cron_pattern | Multiexcerpt |
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MultiExcerptName | cron_pattern |
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| You can enter a six-digit Pattern. If you use only five digits, the seconds are omitted. The pattern defines the schedule of the job. Using the correct pattern, you can determine whether the job should be executed at fixed times, dates, or intervals. Formatting of the Pattern: - Separate the individual digits by spaces.
- You can use * as a wildcard.
- The following order applies to the input:
Tip |
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title | Frequently Used Patterns |
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| - Every minute: * * * * *
- Every second: * * * * * *
- Every midnight: 0 0 * * *
- All 15 seconds, but only on sundays: */15 * * * * 0
- Every minute between 17:30 and 17:45: 30-45 17 * * *
- Mondays to fridays at 01:20 and 01:30: 20,30 1 * * 1-5
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Managing Cron Jobs | cron_payload | Multiexcerpt |
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MultiExcerptName | cron_payload |
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| In this field you have to enter your service request. The Payload must contain a valid JSON. Example: Code Block |
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{
"modelId": "rp2562b60a-a4fe-4c97-b27a-43faa027d170",
"pr": "e1e4c500-07b0-12e8-9cfa-7becc0a3e857"
} |
Use the indicator on the lower right side of the frame to enlarge the payload field:
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Managing Cron Jobs | cron_service | Multiexcerpt |
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MultiExcerptName | cron_service |
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| Enter the appropriate Service in this field. Example: model-execution-service is used to execute EPC models. |
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User Management | do_not_change_JSON | Multiexcerpt |
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MultiExcerptName | do_not_change_JSON |
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| Note |
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Do not edit content in the Meta section without any knowledge of JSON. |
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User Management | edit_translations | Multiexcerpt |
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MultiExcerptName | edit_translations |
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| Use window Translations to insert a display name for the role:
Clicking button Edit Translations will show the fields German, English and French:
The names inserted in those fields will be shown in Scheer PAS BPaaS according to the language selected for the BPaaS user interface. |
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User Management | login_unchangeable | Multiexcerpt |
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MultiExcerptName | login_unchangeable |
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| Note |
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Please note: Once set up, the Login cannot be changed anymore. |
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User Management | namespace_equal_name | Multiexcerpt |
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MultiExcerptName | namespace_equal_name |
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| Tip |
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Use the same identifier for name and namespace of a profile. |
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User Management | password_constraints | Multiexcerpt |
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MultiExcerptName | password_constraints |
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| Make sure that the password ... - is 8 to 42 characters long.
- starts with a character.
- is alphanumeric.
- contains at least one number.
- contains only the allowed special characters (!, @, #, $, %).
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User Management | permission_without_json | Multiexcerpt |
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MultiExcerptName | permission_without_json |
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| Note |
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Do not change or create permissions without any knowledge of JSON. |
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User Management | permissions_based_on_rbac | Multiexcerpt |
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MultiExcerptName | permissions_based_on_rbac |
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User Management | role_change | Multiexcerpt |
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MultiExcerptName | role_change |
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| Info |
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When a user is added or removed a role, they must log into the system again for the changes to affect their account. This applies also to the Scheer PAS Mobile App. |
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User Management | roles_not_applied | Multiexcerpt |
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MultiExcerptName | roles_not_applied |
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| Info |
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Menu Roles is currently not applied in a user administration for Scheer PAS Process Mining. |
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User Management | save_before_closing | Multiexcerpt |
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MultiExcerptName | save_before_closing |
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| Note |
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Do not forget to save the user data sheet before closing it. |
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User Management | standard_admin_profiles | Multiexcerpt |
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MultiExcerptName | standard_admin_profiles |
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| Table Filter |
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hideControls | true |
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inverse | ,, |
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sparkName | Sparkline |
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limitHeight | |
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separator | Point (.) |
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labels | ‚‚ |
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default | ,, |
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isFirstTimeEnter | true |
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cell-width | ,, |
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userfilter | Profile,Description |
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datepattern | dd M yy |
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globalFilter | true |
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id | 1617189687165_171155140 |
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worklog | 365|5|8|y w d h m|y w d h m |
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isOR | AND |
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order | 0,1,2 |
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| Image Modified | administration_user | - Grants access to the platform component administration.
| | Image Modified | analytics_admin | - Grants access to the Process Mining view in the user management.
- Allows to create and manage templates in Scheer PAS Process Mining.
| | Image Modified Image Modified | api_management_admin | - Grants access to the administration menu in the API Management UI and the API Developer Portal.
| | Image Modified | pas_admin_user | - Grants access to the administration menu in the Designer.
| | Image Modified | user_management_admin | - Grants access to the user management.
Info |
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You can only access the User Management if profile user_management_admin has been assigned at least to one user. Therefore, every Scheer PAS installation is delivered with one standard user management admin. |
| | Deprecated Profiles* | Deprecated Profiles* | Deprecated Profiles* | Deprecated Profiles* |
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- | platform_admin | - Until version 20.1.8 this profile granted access to the user management.
| - | - | rpa_admin | - Until version 20.1.8 this profile granted access to the RPA view in the user management.
| - | * in use until version 20.1.8 | * in use until version 20.1.8 | * in use until version 20.1.8 | * in use until version 20.1.8 |
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User Management | standard_user_profiles | Multiexcerpt |
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MultiExcerptName | standard_user_profiles |
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| Table Filter |
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hideControls | true |
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inverse | false,false,false |
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sparkName | Sparkline |
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limitHeight | |
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separator | Point (.) |
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labels | ‚‚ |
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default | ,, |
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isFirstTimeEnter | truefalse |
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cell-width | ,, |
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userfilter | Profile,Description |
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datepattern | dd M yy |
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globalFilter | true |
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id | 16171927198021617267117674_-12473794951259938276 |
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worklog | 365|5|8|y w d h m|y w d h m |
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isOR | AND |
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order | 0,1,2 |
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Standard User Profiles | Profile | Permission |
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If this profile is assigned, the user can access Scheer PAS Process Mining. | This profile allows a user to model processes in Scheer PAS BPaaS. | Users with this profile can execute apps in Scheer PAS BPaaS. | Assigning this profile enables users to work with the Scheer PAS Cron Manager. | This profile allows to access the complete process data. - Customers of Scheer PAS BRIDGE need this profile to use the process data in Scheer PAS Pro cess Mining.
- Customers of Scheer PAS BPaaS do not need this profile. But they can use the profile to grant an administrator access to all processes available in the system for use in Scheer PAS Process Mining.
| - the complete transaction data.
Info |
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BPaaS customers do not need the two additional profiles. But they can use the profile _dashboard_access_processes to grant an administrator access to all processes available in the system for use in Process Mining. |
| | Image Added | bpaas_design_user bpaas_execution_user | - Both profiles grant access to BPaaS.
- bpaas_design_user: Allows to model processes.
- bpaas_execution_user: Allows to execute apps.
Info |
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A BPaaS design user needs both profiles to be able to model and execute apps. |
- Additional profiles for BPaaS users:
- ml_user: Grants access to the Machine Learning adapter in the BPaaS editor.
- mobile_autosync: Grants access to the option Sync instances automatically in the user preferences of the Mobile app.
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| Image Added | cron_manager | - Grants access to the Cron Manager.
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| Image Added | integration_user | - Grants access to the Integration (Bridge).
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| - | pas_base | - Grants access to the Portal and contains basic permissions for the Scheer PAS platform.
Info |
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If a user is assigned only pas_base, he can log in to the system but the Portal will be empty. |
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| Image Added | pas_user | - Grants access to the Designer.
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| Image Added | keycloak_user | - Grants access to the third party tool Keycloak.
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| Image Added | kibana_user | - Grants access to the third party tool Kibana.
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| Deprecated Profiles* | Deprecated Profiles* | Deprecated Profiles* | Deprecated Profiles* |
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- | rpa_robot | - Until version 20.1.8 this profile had to be assigned to the robot user (RPA).
| - | - | rpa_user | - Until version 20.1.8 this profile had to be assigned to the execution and design users to use RPA.
| - | * in use until version 20.1.8 | * in use until version 20.1.8 | * in use until version 20.1.8 | * in use until version 20.1.8 |
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Users with this profile have access to the complete transaction data. - Customers of Scheer PAS BRIDGE need this profile to to use the transaction data in Scheer PAS Process Mining.
- Customers of Scheer PAS BPaaS do not need this profile.
| Scheer PAS customers need this profile to use the Machine Learning adapter. | Users of Scheer PAS Mobile need this profile to use the option Sync instances automatically in the user preferences of the Mobile App. | Customers of Scheer PAS Designer need this profile to be able to work in the Designer.
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User Management | unchangeable_meta_data | Multiexcerpt |
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MultiExcerptName | unchangeable_meta_data |
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| Info |
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The content of section Meta is for documentation purposes only: meta data cannot be changed. |
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User Management | user_needs_namespace | Multiexcerpt |
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MultiExcerptName | user_needs_namespace |
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| Note |
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Users need at least one profile having a namespace to be able to work in your business system. |
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User Management | write_permission | Multiexcerpt |
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MultiExcerptName | write_permission |
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| Info |
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Individual write permissions can be granted or denied for profiles with namespace. See page Edit a User for information on how to grant write permissions on profiles. |
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