PLATEFORME - Studio (EN) > Profiles and Permissions > Profiles > Configuring a Profile
Configuring a Profile
*Profile customization is restricted to HOPEX Customizer profile.
Characteristics
In the Characteristics page of the profile you can define:
• the products accessible to users with the current profile (Command Line)
*As a HOPEX Administrator you can also modify the Command Line definition.
• whether the profile is
• available at connection (Profile Display)
• active or not (Profile Status)
*As a HOPEX Administrator you can also modify this Profile Status value.
• Assignable or not
• an Administrator Profile or not
*As a HOPEX Customizer you cannot modify the Administrator Profile field. This action is restricted to a profile with Administrator Profile value set to "Yes", like HOPEX Administrator profile.
• Interface
• the profile display name in the interface (_GUIName)
• the profile icon in the interface (MetaPicture)
• Options
• the options at profile level
• Homepage
• the Homepage defining the homepage blocks for the current profile
• the homepage header definition: Covered Domain (can be used by several profiles)
• the default Homepage Report displayed on the homepage associated with the current profile
Desktops
• the Working Environment template (WET) page defines the desktops to which the users of the profile have access.
Objects
• (If needed) the Terminology page defines the Terminologies associated with the profile.
• object types available.
You can also:
• customize profile UI access
• check that the profile complies with the connection regulation
Configuring profile characteristics 
To configure a profile characteristics:
1. Access the properties of the profile.
The Characteristics page displays.
2. (Optional) In the Command Line field, enter the command defining products that can be accessed by users with the current profile.
3. (If needed) In the Profile Display field, modify the value.
*By default, the profile is provided at connection only if not included in another profile.
4. (Optional) In the Profile Status field, modify the attribute value.
*By default, the profile is active.
5. (If needed) To modify the Administrator Profile field value, ask HOPEX Administrator to perform the action, see Configuring a Profile.
*By default, the profile is not an administrator type profile.
6. (If needed) In the Assignable field, modify the attribute value.
*By default, the profile is not assignable.
7. (Optional) In the Homepage Report field, connect a report to the profile homepage.
8. (Optional) In the _GUIName field, enter the profile name displayed in the interface.
9. (Optional) In the MetaPicture field, click the arrow and select Connect MetaPicture.
• In the search field, enter the characters you want to find and click Find.
• In the results list, select the icon and click Connect.
Assigning a WET to a profile 
*To see the connection diagram, see Connection diagram.
With a WET-based configuration, you must assign a WET to the profile. This WET assignment to the profile enables you to define:
• the (unique) desktop associated with the profile, or
• the desktops associated with the profile.
The desktop definition is done through a Desktop Manager. Thanks to this Desktop Manager you can, for example, define a desktop display adapted to the device (tablet or computer) used by the user.
E.g.: the user can access HOPEX Explorer application from a tablet or a computer with an adapted desktop display.
For specific purposes you may need to assign several WETs to the profile.
Assigning a WET to a profile (standard version)
The Local name of the WET assignment to the profile is automatically filled with your configuration in the format:
<Profile name>/<WET name>/<Desktop name>
You can define a Name to the assignment, especially if you want to use a desktop manager in the future.
To assign a WET to a profile (standard version):
1. Access the properties of the profile.
2. Display the Working Environment Template Assignments page.
3. Click New .
4. In the Assigned WET field, select the WET you want to assign to the profile.
The assigned WET is added to the Local Name.
5. Keep the desktop selection mode: Direct selection of desktop.
6. In the Assigned Desktop field, select the desktop you want to assign to the profile.
The assigned Desktop is added to the Local name.
7. (Optional) To name this assignment, click Next and enter a Name.
8. Click OK.
The selected WET is assigned to the profile and its associated desktop is defined.
Assigning a WET to a profile (muti-device version)
To assign a WET to a profile (multi-device version):
1. Access the properties of the profile.
2. Display the Working Environment Template Assignments page.
3. Click New .
4. In the Assigned WET field, select the WET you want to assign to the profile.
The assigned WET is added to the Local Name.
5. Select the desktop selection mode: Desktop selected via Desktop Manager.
6. Select Create a Desktop Manager.
*To reuse a Desktop Manager, keep Reuse existing Desktop Manager and in the drop-down list select the Desktop Manager.
7. Click Next.
8. (Optional) In the Name field, modify the default desktop manager name.
*The default name is <Profile name> / <Assigned WET name> / Desktop Manager.
*This can be useful if you need to reuse this desktop manager for another WET assignment.
9. Click Connect and connect the device matching the desktops you want to define for the profile.
10. Click OK.
The desktops associated with the Desktop Manager are specified.
You must define each desktop use context.
11. In the desktop list, for each desktop, in the Device column, select the device type adapted to the desktop.
E.g.: Tablet, Desktop.
12. Click OK.
The selected WET is assigned to the profile and its associated desktops are defined with their use context.
Example:
When the user connects through a tablet, the tablet matching desktop is loaded.
When the user connects through a computer, the computer matching desktop is loaded.
Modifying options for a profile 
To modify a profile options:
1. Access the Profiles management page.
2. In the edit area, select the profile concerned.
*You can use the list filtering tool to find the profile.
3. In the list menu bar, click Options.
The profile Options window pops up.
4. In the Options tree, expand the corresponding folder and in the right pane modify the option concerned.
5. Click:
• Apply to validate your modifications and keep the Options window open.
• Ok to validate your modifications and close the Options window.
Options are modified for this profile.
Defining a default report on the homepage 
You can define a default report on the homepage associated with the profile, for all the users connected with the current profile.
Each user can change this report.
To define a default report for a profile homepage:
1. Access the properties of the profile.
2. In the Characteristics page, click the Homepage report arrow and select Connect.
3. Select the report and click Connect.
The report is linked to the profile desktop homepage.
Associating a terminology with a profile 
*A Terminology defines a set of terms used in a specific context instead of the standard term.
*For information on creating and managing a Terminology, see Renaming HOPEX Concepts.
To associate a terminology with a profile:
1. Access the properties of the profile.
2. Display its Terminology page.
3. Click Connect .
The terminology search tool appears.
4. (Optional) In the second field, enter the characters to search for.
5. Click Find .
6. In the search results, select the terminology you want to connect.
*You can select several terminologies.
7. Click Connect.
The terminology is associated with the profile.
If you associate more than one terminology with the profile, you must define an order of priority for them.
To define the priority of the terminologies of a profile:
1. Access the properties of the profile.
2. Display the Terminology page.
3. In the toolbar, click Reorganize .
4. Drag and drop the priority terminology at the top.
In the example above, the terms of the IT Architecture terminology are used when they are not defined in the GDPR terminology.
Defining the object available for a profile 
You can define which specific object are available for a profile:
• Business Document Pattern
• Document category
• Report DataSet Definition
• Widget
To define the object available for a profile:
1. Access the properties of the profile.
2. In the Available Objects page, expand the folders.
3. In the toolbar, click Connect .
4. The object type search tool appears.
5. (Optional) In the search tool, in the first field, select the object type category.
6. (Optional) In the second field, enter the characters to search for.
7. Click Find .
8. In the search result, select the object types to make available for the profile.
9. Click Connect.
The object types selected are made available for the profile.