Link a user to an enterprise plan
Managing an enterprise plan with the HOPEX Business Architecture solution includes different steps. In the solution interface, each step is associated with a navigation tree pane.
With HOPEX Business Architecture, the step of an enterprise plan are described in a working environment.
To define the enterprise stages of an enterprise plan to which a user has access, you must:
1. specify the working environment of an enterprise plan
2. allocating the user to the steps of an enterprise plan
Thus, when connected to HOPEX, the user will only see the selected working environment steps.
Specifying the working environment of an enterprise plan
A user is allocated to an enterprise plan through a working environment.
To link a new working environment to an enterprise plan:
1. From the Environment navigation pane, select Enterprise plans.
2. Open the property pages of the enterprise plan that interests you.
3. Select the Assignments page.
4. Click on the arrow to the left of the working environment field and select New.
A Working Environment creation window opens.
5. Specify the name of the environment that you want to create, specify its Business Architecture type and click OK.
The tree with the steps of a Business Architecture type work environment appears on the bottom of the page.
Allocating the user to the steps of an enterprise plan
With the HOPEX Business Architecture solution, a user of the solution is a system person.
A person (System) represents a person in the enterprise. This person can be assigned a login and a role (or a profile depending on the connection mode). The login provides access to the Web Application. The role (or the profile) defines the access to product functions and repositories. A system person, if assigned a login, has a specific desktop in each database, and can connect to this desktop from any workstation in a given environment.
To assign a user to all the steps of a working environment:
1. Open the Enterprise plan properties window that interests you and select the Assignment page.
2. At the tree root of the steps of the working environment, click the check box located under the Assignments column.
An assignment window opens.
3. Click Connect.
A dialog box for connecting system persons appears.
4. Find and select the persons (system) associated with the users that interest you.
5. Click Connect.
6. In the assignment window, select the persons that you wish to connect to the enterprise plan and click OK.
In the same way, you can link a user to the steps of the work environment.