NextGen ETL Account Management

Account Management

APM Connect Administrators will be provisioned an account within their Boomi tenant and provided administrator access. An administrator can add additional users, create custom roles, assign default or custom roles to users, change security options for the account, among other administrative options.

Access the Account Settings Page

Procedure

  1. Sign in to the Boomi Platform.
  2. In the top banner, select Settings.

  3. In the dropdown list, select Account Information and Setup.

User Management

Procedure

  1. Go to the Account Settings page.
  2. In the left pane, under Account Access, select User Management.

Account Roles

Boomi has predefined roles that can be assigned to a user. As an account administrator, you can create custom roles for your users. Refer the Boomi documentation if you are interested in configuring your own custom roles.

In addition to the predefined roles from Boomi and any custom roles created by your account administrators, GE has made roles that have permissions designed for the APM Connect implementation and usage of Boomi. The roles added by GE will have the permissions detailed below.

  • GE Vernova Services Integration Engineering -- This role should be used for services engineering extending or developing custom integrations.
    • Atom Management -- Atom configuration and administration.
    • Atom Management Read Access -- Read access to Atom configuration and administration.
    • Build Read and Write Access -- Build, write, and modify processes and components.
    • Dashboard -- Access to the Dashboard.
    • Environment Management -- Management of all environments and associated access.
    • Execute -- Execute or retry available processes.
    • Integration Pack -- Manage Integration Packs
    • Packaged Component Management -- Create and manage packaged components.
    • Packaged Component Deployment -- Deploy packaged components to environments.
    • Process Library -- Manage Process Library.
    • Scheduling -- Manage configured process schedules.
    • View Audit Logs -- View and download audit logs.
    • View Data -- View data in process reporting.
    • View Results -- View and monitor process execution activity and logs.
  • GE Vernova Services Integration Implementor -- This role should be used for services engineering deploying prepackaged integrations.
    • Atom Management -- Atom configuration and administration.
    • Atom Management Read Access -- Read access to Atom configuration and administration.
    • Dashboard -- Access to the Dashboard.
    • Environment Management -- Management of all environments and associated access.
    • Execute -- Execute or retry available processes.
    • Packaged Component Deployment -- Deploy packaged components to environments.
    • Scheduling -- Manage configured process schedules.
    • View Audit Logs -- View and download audit logs.
    • View Data -- View data in process reporting.
    • View Results -- View and monitor process execution activity and logs.
  • GE Vernova Support Engineer -- This role should be used for frontline support staff who need the ability to troubleshoot as built integrations.
    • Atom Management Read Access -- Read access to Atom configuration and administration.
    • Dashboard -- Access to the Dashboard.
    • Execute -- Execute or retry available processes.
    • Scheduling -- Manage configured process schedules.
    • View Audit Logs -- View and download audit logs.
    • View Data -- View data in process reporting.
    • View Results -- View and monitor process execution activity and logs.

User Addition, Editing, Removal

For the latest steps on adding, editing, or removing a user, refer the Boomi documentation.

Account Advanced Security Settings

Boomi offers additional account settings that are not enabled by default and are optional. Refer Boomi documentation below for the advanced security options like SSO enablement, Multi-Factor Authentication, and advanced session controls.