Checklist: Adding a User to Infor Lawson System Foundation
Compiling as much data as you can about a user's access needs before you add the user to your system can save a lot of time in adding a new user. This section provides some information to help you gather information about users and their needs.
This section provides an example checklist that you can use to ensure that you gather all required information about a user. There are a lot of ways that this checklist could be created. This section shows the kinds of questions you need to ask about a user when you add a user to the system.
| User data | Record data for the user here |
|---|---|
| Basic information | |
| Prerequisite: Determine if this user needs a unique ID on the operating system (batch or other user that requires a unique OS ID). | |
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User name First and Last |
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User ID (RMID) Most customers use the RMID for the SSOP identity. |
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| Identities | |
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SSOP identity Typically, this is the same as the user ID (RMID); all Lawson users must have an SSOP identity. |
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Environment / OS identity Users who run batch jobs, need command line access or who run HR data item security must have this identity. |
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| Does the user use Self-Service applications? If so, you will need to create an identity for each Self-Service application this user will need access to. | |
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Does the user need an identity on the database service? This applies to privileged and audited ("tracked") database users. |
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| Any other identities needed for this user? | |
| Roles, groups, and other attributes | |
| Will this user run batch jobs? | |
| What groups will this user belong to? | |
| Which existing security roles do you plan to assign to this user? | |
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Does this user need a role in Lawson Portal? |
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| Do you need to create any special roles for this user? | |
| Make sure CheckLS is set to Yes. | |
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What is this user's default product line? It is a good idea to add a product line for the user when you add the user. This ensures that the user will be able to access forms immediately. |
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Is this user a Lawson Portal administrator? If so, the "Portal Administrator" field on the RM Information form must be set to Yes |
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| What other special attributes does this user need? | |