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Actions That are Required in Configuration Manager

The following table explains the actions that you can perform in the Configuration Manager regarding Security Roles. Specifically, it lists the following actions, their results, and an example of each action and result:

• Assigning Security Role to Security Groups.

  Action	Example	Result
  You assign a Security Role to a Security Group.	You assign the State Configuration Role Asset Strategy Reviewers to the Security Group MI ASM Administrators.	Members of that Security Group can assign users to and from that Security Role via the Security Manager. Example Result: Members of the MI ASM Administrator Security Group can assign users to and from the Asset Strategy Reviewers Security Role via the Security Manager.

• Assigning State Configuration Roles to predecessor states with the Require a specific user to be assigned to a state check box selected.

  Action	Example	Result
  You assign a Security Role to a predecessor state. -and- You select the Require a specific user to be assigned to a state check box.	For the Asset Strategy family, you assign the Security Role Asset Strategy Reviewers to the predecessor state Pending Review. -and- You select the Require a specific user to be assigned to a state check box.	Example Result: Only the Security User who is assigned to the Pending Review state for a particular Asset Strategy record will be allowed to transition the Asset Strategy record out of the Pending Review state.

   

• Assigning State Configuration Roles to Predecessor States with the Require a specific user to be assigned to a state check box cleared.

  Action	Example	Result
  You assign a Security Role to a predecessor state. -and- You clear the Require a specific user to be assigned to a state check box.	For the Asset Strategy family, you assign the Security Role Asset Strategy Reviewers to the predecessor state Pending Review. -and- You clear the Require a specific user to be assigned to a state check box.	Any Security User who is assigned to that State Configuration Role can transition a record out of that state. Example Result: Any Security User who is assigned to the Asset Strategy Reviewers Security Role can transition an Asset Strategy record out of the Pending Review state.

• Assigning Security Role to Successor States with the Require a specific user to be assigned to a state check box selected.

  Action	Example	Result
  You assign a State Configuration Role to a successor state. -and- You clear the Require a specific user to be assigned to a state check box.	For the Asset Strategy family, you assign the Security Role Asset Strategy Reviewers to the successor state Active. -and- You select the Require a specific user to be assigned to a state check box.	Any Security User can transition a record to that state, assuming that: That user meets the criteria defined by the predecessor state selections. The state is assigned to a Security User who is assigned to that Security Role. Example Result: A Security User can transition an Asset Strategy record to the Active state if: The user meets the criteria defined by the predecessor state. The Active state is assigned to any Security User who is assigned to the Asset Strategy Reviewers Security Role.

• Assigning State Configuration Roles to Successor States with theRequire a specific user to be assigned to a state check box cleared.

  Action	Example	Result
  You assign a Security Role to a successor state. -and- You clear the Require a specific user to be assigned to a state check box.	For the Asset Strategy family, you assign the State Configuration Role Asset Strategy Reviewers to the successor state Active. -and- You clear the Require a specific user to be assigned to a state check box.	Any Security User can transition a record to that state, assuming that the user meets the criteria defined by the predecessor state selections. In other words, because the check box is cleared, the Security Role that is assigned to the successor state is ignored. Example Result: Any Security User that meets the criteria defined by the predecessor state selections can transition an Asset Strategy record to the Active state.

• Assigning Security Users to Security Role.

  Action	Example	Result
  You assign a Security User to a Security Role.	You assign the Security User John Smith to the State Configuration Role Asset Strategy Reviewers.	That Security User can transition records: From any predecessor states to which that Security Role is assigned. To any successor states that are assigned to a Security User that is assigned to that Security Role. Example Result: John Smith can transition a record: From any predecessor states to which the Asset Strategy Reviewers Security Role is assigned. To any successor states that are assigned to a Security User that is assigned to the Asset Strategy Reviewers Security Role.

• Assigning Security Users to Security Roles.

  Action	Example	Result
  For a given record, you assign a Security User to a state.	For an Asset Strategy record, you assign the Security User John Smith to the Draft state.	Only that Security User can transition that record from that state. Example Result: Only John Smith can transition the Asset Strategy record from the Draft state.

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