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Security
Domain-Based Security
Windows Domain-Based Security
You can use Windows domain user accounts to manage access to and within Workflow. You can also configure domain user accounts for automatic login on either a global basis or for individual computers.
Key Sets
Key sets are groups of permissions, based on areas of operation within your facility, that define the operations a group of users can perform.
Assign permissions to a key set
Use the Security Editor to assign permissions to key sets.

Workflow IPI
Get Started
Tutorials
Orientation
Configure Your Environment
Security
- Security Overview
- Users and Groups
- Domain-Based Security
  - Windows Domain-Based Security
    You can use Windows domain user accounts to manage access to and within Workflow. You can also configure domain user accounts for automatic login on either a global basis or for individual computers.
    - Windows Domain Users Logging into Workflow
      If you are using Windows user names and passwords within Workflow security, be aware that Windows user accounts must have the policy Access this computer from the network applied under the local security policy. By default, this policy is assigned to the groups Users and Everyone on the local machine.
    - Authenticate Windows Domain Users for Vision Calls
      Vision uses a token to make a secure call. For Windows authentication, the Proficy STS service needs to query the domain controller to retrieve groups that the user belongs to. This group information is used to validate the Windows user.
    - Password Expiration Considerations
      When Workflow security is synchronized with Windows security, passwords can expire.
    - Configuring Domain-Based Access Control to Workflow Functionality
      You can use active directory universal or global groups to control access to Workflow functionality.
    - Key Sets
      Key sets are groups of permissions, based on areas of operation within your facility, that define the operations a group of users can perform.
      - Assign permissions to a key set
        Use the Security Editor to assign permissions to key sets.
      - Edit or view a resource for a key set
        Use the Security Editor to view or edit key sets that a user has inherited from the parent group(s).
      - Add workstations to key sets for a group
        This procedure guides you through the task of adding workstations to keys sets at the global, equipment resource, and solution display levels. Only the access path is different.
      - Add key sets to a workstation for a group
        This procedure guides you through the task of adding key sets to workstations at the global, equipment resource, and solution display levels. Only the access path is different.
      - View all key set permissions for a group
      - Key Set Assignment Examples
        Workflow security is location-based; that is, you assign permissions to a personnel group based on equipment locations and workstations within your facility. Security is a combination of permissions (key sets), plus workstation(s), plus location, and this combination is assigned to a group.
      - Key Set Permissions (Security Editor)
        The Security Editor provides the ability to configure the permissions for your key sets, as well as for the default key sets.
      - Key Set and Workstation Assignments
        Workflow security is location-based; that is, you assign permissions to a personnel group based on equipment locations and workstations within your facility. Security is a combination of permissions (key sets) plus workstation(s) plus location, and this combination is assigned to a group.
    - Login and Logout Capabilities
      Workflow access can be configured in multiple ways. You can configure automatic login and logout on individual computers, on all computers in your system, or on a subset of computers in your system. You can also retain manual login and logout on a global basis or on specific computers.
    - Workflow User Password Security
      Administrator users have the ability to make changes to the security settings in Workflow, including configuring lockout thresholds, re-enabling locked out user accounts, configuring password complexity, and determining whether or not users can change their passwords.
Resource Information and Configuration
Data Administration
Forms and User Displays
Building and Configuring Workflows
eSOP
ActiveX Task Controls
Service Interfaces
Operator Task List in the Workflow Client
Best Practices

Assign permissions to a key set

Use the Security Editor to assign permissions to key sets.

Procedure

In the navigator, click Personnel > Key Sets.
Select the key set that you want to assign permissions to.
In the Key Sets list, select a key set to configure.
In the Displays panel, click Security Editor.
The table listing all permissions appears.
In the Permissions table, in the Allow column, select the check box for each permission you want to assign to a key set.
Click Save.