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
(optional) a validity period of an assignment.
(optional, with read-only access to the repository) 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.
*Repository snapshots are available for RDBMS repositories.
To define a repository snapshot, a repository snapshot must have been previously created.
Restrictions:
The Administrator profile attribute of a profile allows to assign an administrator type profile.
Only administration dedicated profiles (HOPEX Administrator, HOPEX Administrator - Production, User Management Web Administrator) allow to assign any profile (including administration dedicated profiles) to persons.
A Functional Administrator of a Solution can only assign this Solution dedicated profiles.
E.g.: The Application Design Functional Administrator profile allows to assign the Application Design Viewer, the Application Designer, and the UML Designer profiles.
*In the profile property pages, Assignable Profiles lists the profiles it allows to assign, see Assignable profiles.
*To create a repository snapshot, see Repository snapshots.
To assign a profile to a person:
1. Access the profile assignment management window.
2. In the Persons pane, select the person to whom you want to assign a profile.
3. In the Profile Assignment pane, click New .
The profile assignment creation wizard opens.
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 Connect Profile.
5. (optional) In the Validity start date field, use the calendar to define the start date of profile validity.
6. (optional) In the Validity end date field, use the calendar to define the end date of profile validity.
7. (optional) In the Repository field, click the drop-down menu and select the repository to which you want to assign the profile.
*By default, the profile is assigned to all repositories.
8. (optional, with read-only access to the repository) In the Connection Snapshot field, select a connection repository snapshot.
9. Click OK.
The profile is assigned to the person on the selected repository for the specified duration.