User Administration

Overview of User Administration

The purpose of the User Administration module is to provide a facility for the SFX system administrators to create and delete users and manage the different access rights of SFX Admin Center users.

Adding a New User/Specifying Access Rights

If you are a system administrator, you can add a new user to the SFX Admin Center and configure permissions for this user.

To add a new user to the SFX Admin Center and configure permissions for this user:
  1. Click SFXAdmin Users under Setup & Administration > Administration. The SFXAdmin Users: List of users screen displays.

list_of_users.gif

List of Users
  1. Click the Add New User button.
  2. Specify the following information for each user:
  • Name
  • User ID
  • Password – must be at least 6 characters and include at least one number and one letter.
  • Profile
  • Description (optional)
  1. Click Submit to save the new user.

The new user’s profile is saved to the USERS table in the database.

Description of User Profiles

There are predefined profiles that are set in SFX. These include the following:

Predefined Profiles
Predefined Profiles Description
StatisticsOnly Provides access to Statistics, OpenURL generator, and the Customer Center logon page
StatisticsKbmanagerReadOnly Provides read-only access to KBManager, access to Statistics, OpenURL generator, and the Customer Center logon page
StatisticsKbmanagerWrite Provides access to KBManager, KBUpdate reports, Statistics, OpenURL generator, and the Customer Center logon page
StatisticsKbmanagerKBTools Provides access to KBManager, KBUpdate reports, KBTools, the Troubleshooting section, and Statistics
Administrator Provides access to all sections
AdministratorLight Provides access to the light administration interface

These predefined profiles are set in a file called user_permissions.config. This file is located in the /config directory on your SFX server. You can change the access to any modules for any of these profiles by editing the user_permissions.config file.

Module Definitions

The user_permissions.config file contains definitions for all the predefined profiles listed and provides the ability to define custom profiles. The following table contains a list of SFX module definitions:

SFX Module Definitions
Component Defined In ...
KBManager:
Sources KBMANAGER.WRITE/KBMANAGER.READ
Targets KBMANAGER.WRITE/KBMANAGER.READ
Search Objects KBMANAGER.WRITE/KBMANAGER.READ
Linking Parameters KBMANAGER.WRITE/KBMANAGER.READ
Institutes INSTITUTE.WRITE
Contribution COMMUNITY_ZONE.WRITE
KBTools:
DataLoader DATALOADER.WRITE
Export Tool EXPORT.WRITE/EXPORT.READ
Collection Tool COLLECTION.READ
Statistics:
Queries STATISTICS.READ
Scheduled Queries List STATISTICS.READ
Troubleshooting:
OpenURL Generator CITATIONSFORMS.READ
Debugging DEBUGGING.WRITE
Contact Support SFXHELP.WRITE
KB Change Requests CRM_SI_CREATION.WRITE
Additional KBTools:
Look-Up Tool LOOKUP.READ
MARCIt! Tool MARC_ENHANCEMENT.READ (service activated on Ex Libris MARCit! Server via license)
TargetMatcher TARGET_MATCHER.WRITE
Threshold Tool THRESHOLD.WRITE
Category Tool CATEGORY.WRITE
Localization Manager LOCALIZATION.WRITE
Configuration:
A-Z List AZ.WRITE
Menu Configuration CUSTOM.WRITE
Translations & Display MULTILANGUAGE.WRITE
KBUpdate Reports:
HTML Reports KB_REPORTS.WRITE
Text Reports KB_REPORTS.WRITE
Administration:
SFXAdmin Users ADMIN.WRITE
UNIX File Manager FM.WRITE
Task Manager TASK_MANAGER.WRITE
Services:
Google Scholar Registration GOOGLE_SCHOLAR.WRITE
bX Configuration BX.WRITE
Discovery:
Configuration PRIMO_CENTRAL.WRITE
Not available in SFXAdmin Center - Deprecated ONIX.WRITE

Custom Profile

There is another profile (in addition to the predefined profiles) in the /config/user_permissions.config file that you may customize to suit your needs.

No (N) is the default access to all of the modules set in the custom profile.

Section “Custom”

KBMANAGER.WRITE "N"

KBMANAGER.READ "N"

DATALOADER.WRITE "N"

STATISTICS.READ "N"

CITATIONSFORMS.READ "N"

LOOKUP.READ "N"

EXPORT.READ "N"

ADMIN.WRITE "N"

THRESHOLD.WRITE "N"

TARGET_MATCHER.WRITE "N"

DEBUGGING.WRITE "N"

KB_REPORTS.WRITE "N"

SFXHELP.WRITE "N"

CATEGORY.WRITE "N"

AZ.WRITE "N"

INSTITUTE.WRITE "N"

CUSTOM.WRITE "N"

GOOGLE_SCHOLAR.WRITE "N"

MSN_SCHOLAR.WRITE "N"

CRM_SI_CREATION.WRITE "N"

MULTILANGUAGE.WRITE "N"

EndSection

Edit the “Custom” section of the /config/user_permissions.config file to customize the access rights for the custom profile. Replace the default N (No) with Y (Yes) to grant access to one or more sections/components in the SFX Admin Center.

Configuring Customer Contributions

You can configure SFX to allow customer contribution for a specific profile. When editing a profile, the following is displayed:

contribution.gif

Edit User Profile

To configure customer contribution, enter an e-mail address in the Contribution updates email list field to receive reports of contribution updates and select the Enable contribution in this profile checkbox.

For more information concerning customer contributions, see the Customer Contributions section of the SFX General User’s Guide.