Overview of iFIX Configuration Steps

To enable the integrated Change Management features in the iFIX product, you must perform the following steps in iFIX:

1. Create an iFIX user with Change Management application privileges.
2. Enable iFIX security.
3. Confirm that any remote project paths appear as mapped network drives.
4. Confirm that all security paths are mapped to the iFIX Local path.
5. Enable Change Management in the iFIX User Preferences.

NOTE: Each set of steps is listed in the order that they should be performed.

To create an iFIX user with Change Management application privileges:

1. Start the Security Configuration application.
2. On the Security toolbox, click the User Account button.
3. Click Add.
4. In the Full Name field, enter a name for the new user account.
5. If using iFIX Security, enter the login name and password for the account in the Login Name and Password fields.

TIP: In iFIX, user names and passwords are not case-sensitive. However, in Change Management, passwords are case-sensitive. When in iFIX, it is recommended that you enter both the user name and password all in the same case, so that it is less likely you will run into issues later.

6. If you want to use Windows security, select the Use Windows Security check box, and, in the Full Name and Domain fields, enter the login name and domain name of the Windows user account you want to use.
7. If you want to limit the time the operator remains logged into iFIX, in the Login Timeout field, enter a timeout value.
8. Under the Application security area, click Modify. The Application Feature Selection dialog box appears.
9. In the Available list box, select Change Management, and then click Add.

NOTE: To add all the security areas to the current account, click Add All.

10. Click OK.
11. Similarly, modify group accounts and security areas, as required.
12. Click OK.
13. Repeat steps 3-12 for each user you want to add.
14. On the File menu, click Save.

To enable iFIX security:

1. Open the Security Configuration application, if it is not already open.
2. Click the Configuration button on the Security toolbox.
3. Select Enabled to enable security.
4. On the File menu, click Save.

To confirm that any remote project paths appear as mapped network drives:

1. Open the System Configuration (SCU) application, if it is not already open.
2. On the SCU's Configure menu, click Paths. The Path Configuration dialog box appears.
3. Confirm that all of the project paths point to a mapped network drive. If the paths do not point to a mapped network drive, make adjustments so that they do.

For instance, \\MyServer\Program Files\Proficy\Proficy IFIX in the Project path field is not supported, but a network drive mapped to D:\Program Files\Proficy\Proficy IFIX\LOCAL folder (where D:\ is the map to \\MyServer) would work.

4. Exit the SCU.

To confirm that all security paths are mapped to the iFIX Local path:

1. Start iFIX.
2. Open the System Configuration (SCU) application.
3. On the Configure menu, click Security. The Security Configuration dialog box appears.
4. On the Edit menu, click Configuration. The Configuration dialog box appears.
5. Confirm that the Security Path and Backup Path both point to the iFIX Local path. If you install iFIX to the default location, this path is: C:\Program Files (x86)\GE\iFIX\LOCAL.

If the paths do not point to the local install path, make adjustments so that they do.

6. Save your changes and exit the Security Configuration application.
7. Exit the SCU.

To enable Change Management in the iFIX User Preferences:

1. Start iFIX, and the iFIX WorkSpace.
2. In Classic view, on the WorkSpace menu, click User Preferences.

-Or-

In Ribbon view, on the Home tab, in the Workspace group, click Settings and then click User Preferences.

3. Click the Change Management tab.
4. Select the Enable Change Management Server Connection check box.
5. In the Change Management Server field, enter the name of the server. For instance, if your server was named MyServer, enter MyServer in this field.
6. If you want to log on to the Change Management Server when you start the iFIX WorkSpace, select the Logon at WorkSpace Startup.

TIP: For large projects, it is recommended that you clear this check box, since it will take iFIX longer to start, depending on the size of the project.

7. If you always want a Logon dialog box to display when a user logs on to the Change Management Server from the iFIX WorkSpace, select the Prompt for User Name and Password check box.

For information on how to configure automatic login, refer to the Automatic Logon to the Change Management Server section.

8. In the Change Management Project Name field, enter the name of your project.

If an integrated iFIX project folder is not already created on the Change Management Server, this is name of the project folder that will be created when you log in to the Change Management Server for the first time. It is recommended that you create your projects through iFIX this way, rather than through the Change Management Server.

9. Optionally, if you want to require that the user enter comments when checking in or checking out files, select the Require comments to check in and check out files check box.
10. If you want to enable iFIX electronic signatures, enter the electronic signature options. For more information on how to do this, refer to the iFIX Electronic Signatures and Change Management section.
11. Click OK.

See Also

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