Assigning a Profile to a Person
A person may have several profiles.
A user must have at least one profile assigned to be able to connect to HOPEX.
Assigning a profile to a person defines:
• the profile assigned
• the repository concerned by the assignment
• the repository access rights concerned by the assignment
• (optional) a validity period of the assignment
• (optional, with read-only access to the repository) the connection repository snapshot
Repository Snapshot:
A repository snapshot defines repository state at a given moment.
The connection repository snapshot defines the state of the repository to which the users of a profile connect.
The repository snapshot creation function is available with
HOPEX Collaboration Manager.To define a repository snapshot, a repository snapshot must have been previously created.
Assigning a Profile to a Person
To assign a profile to a person:
1. Access the properties of the person.
2. In Assignments, click Profile Assignments.
3. Click
New 
.
4. In the Profile assigned field, click the drop-down menu and select the profile you want to assign to the person.
To execute a filtered query on a profile, click the arrow and select
Query.
5. (optional) In the Repository field, click the drop-down menu and change the repository to which you want to assign the profile.
By default, the current repository is selected. You can select another repository or all the repositories.
6. (optional) In the Data access field, click the drop-down menu to restrict access to read-only data.
By default, access to repositories is "read/write".
7. (optional, with read-only access to the repository) In the Connection Snapshot field, select a connection repository snapshot.
8. (optional, to define a validity date) Click Valid for a limited period.
• (optional) In the Validity start date field, use the calendar to define the start date of profile assignment validity.
• (optional) In the Validity end date field, use the calendar to define the end date of profile assignment validity.
9. Click OK.
The profile is assigned to the person on the selected repository for the specified duration.
Performing a Mass Profile Assignment to Persons
To perform a mass profile assignment to persons:
1. Access the user management pages and select the Persons by Profile sub-folder.
2. In the edit area, select the profile you want to connect to persons.
3. In the edit area, click
Connect 
.
4. (Optional) In the query field, enter the characters to find.
5. Click
Find 
to run the query.
The list of persons to whom you can assign the profile appears.
6. In the result list, select the persons to whom you want to assign the profile.
7. Click Connect.
The selected profile is assigned to the selected persons, on the current repository, without a validity limit.
Mass assignment of profiles to persons
To perform a mass assignment of profiles to persons:
1. Access the User Management pages.
2. Select the Persons sub-folder.
The list of persons appears.
3. Select the persons to whom you want to assign one or more profiles.
4. Click Assign Profiles.
The list of profiles appears.
5. By default, assignments do not have a validity limit. If you must define a validity period for assignments, select Define validity dates.
• In the Validity start date field, click the calendar and select a validity start date.
• In the Validity end date field, click the calendar and select a validity end date.
6. Select the profiles that you want to assign to the selected persons.
7. Click OK.
The selected profiles are assigned to the persons selected for the defined period.