Access permissions


  1. Business Rules (Personalization)
  2. Overview
  3. Content Nodes
  4. Credential Vault portlet
  5. Enable Tracing portlet
  6. Manage Clients portlet
  7. Manage Search
  8. Manage Virtual Portal
  9. Markups
  10. Policies
  11. Portal Settings
  12. Portlet Applications
  13. Portlets
  14. Portlets on pages
  15. Property Broker
  16. PSE Sources
  17. Tagging and rating
  18. themes, skins, and layout templates
  19. Unique Names portlet
  20. URL Mapping Contexts
  21. User Groups
  22. Users
  23. Web Clipping
  24. Web modules
  25. Access Control Administration
  26. Event Handlers
  27. Composite Applications
  28. WSRP Producers (on the Consumer side)
  29. XML Access
  30. Business Rules (Personalization)
  31. Application template Categories
  32. Application templates
  33. Role Mappings and WSRP services
  34. Virtual resources
  35. Terms


Overview

Roles provide permissions for user to perform specific operations on resources. The following tables denote roles as follows:

The following tables list minimum role assignments that are necessary to perform sensitive operations. Roles are organized in a hierarchy. Roles that are higher in the hierarchy generally include the permissions of roles that are lower in the role hierarchy.

For example, to install Web modules the Editor role on the virtual resource Web Modules...

is the minimum role assignment for this operation. The Manager role is higher in the hierarchy than the Editor role. In addition to including the permissions of the Editor role, it also allows user to install Web modules.

When access rights are granted to any listed resource, it inherently requires access to the resource Access Control Administration.

Use the Access Control Administration to change the owner of resource.

The resources listed could be different depending on other products that might be installed with the product. Some roles are required on virtual resources; other roles must be on resource instances.

Users might also have access rights for some operations through ownership of resources.


Content Nodes

Operation Required role assignment Assign to
group foobar
View navigation User@P or child resource of P Yes
View content, including page decoration and portlets User@P Yes
Add/remove markup, locale, parameters Editor@P
Editor@MARKUPS
Yes
Change the theme of a P Editor@P Yes
Add or remove wires
Manage actions
Non-private: Editor@P
Private: Privileged User@P
Receiving actions of a portlet on a target page Editor@P and Editor@PO
Yes
Create private, implicitly derived copy of a non-private P Privileged User@P Yes
Create/Add a new top level P
Non-private: Editor@Pages
Private: Privileged User@Pages
Yes
Create new page under a given Page P
Non-private: Editor@P
Private: Privileged User@P
Yes
Create new page underneath P1 explicitly derived from P2
Private: Privileged User@P1 + Editor@P2
Non-private: Editor@P1 + Editor@P2
Yes
Delete P and all descendant pages, including further subpages and the portlets on those pages Manager@P Yes
Move P1 to a new parent P2
Non-private: Manager@P1 + Editor@P2
Private: Manager@P1 + Privileged User@P2

Lock/unlock the contents of a non-private P Editor@P + User@portlet (Page Locks) + User@page (Locks) Yes

1. The operations in this column specifically refer to pages only, but also applies to labels and URLs in some cases.


Credential Vault portlet

Operation Required role assignment Assign to
group foobar
Add, view, or delete a vault segment Requires access to an instance of Credential Vault portlet. No
Add, view, delete, or edit a vault slot Requires access to an instance of Credential Vault portlet. No

Credential vault is inaccessible via virtual portal


Enable Tracing portlet

Operation Required role assignment Assign to
group foobar
Add or delete portal trace settings Add or delete portal trace setting through the Enable Tracing portlet requires access to an instance of the Enable Tracing portlet. Yes


Manage Clients portlet

Operation Required role assignment Assign to
group foobar
Delete, modify, and add clients in Manage Clients portlet User@Manage Clients Yes


Manage Search

Operation Required role assignment Assign to
group foobar
Create new search index Editor@PSE_Sources Yes


Manage Virtual Portal

Operation Required role assignment Assign to
group foobar
Create the New Virtual Portal Security Administrator@PORTAL No
View Virtual Portal Security Administrator@PORTAL No
Delete the Virtual Portal Security Administrator@PORTAL No
Edit the Virtual Portal Security Administrator@PORTAL No


Markups

Managing static content is the same as managing the page contents, so Markup Editor access is needed for the user. Add Markup Editor access to the StaticPageParent to assign and manage static layout/content.

Operation Required role assignment Assign to
group foobar
Create, delete, or modify a Markup Editor@MARKUPS


Policies

Operation Required role assignment Assign to
group foobar
Create new Policy under a given Policy Editor@Policy and User@Business Rules Workspace

Contributor@Policy is the minimum required access right to create a new Policy under a given Policy, though it is not recommended. Editor@Policy is recommended to create and maintain policies and use the Portal administration utilities.

If a rule has to be created or edited during the creation of a Policy, then Editor@Business Rules Workspace and Editor@Policy is also required.

Business Rules Workspace is the root node in the Personalization navigator for Business Rules resources. Set permissions on this node by selecting the workspace node and then choosing Extra Action -> Edit Access from the menu.


Assign a Business rule to a Policy User@Business Rules and Editor@Policy
Edit a Policy Editor@Policy and User@Business Rules

If a rule has to be created or edited during the creation of a Policy, then Editor@Business Rules is also required.


View a Policy User@Policy + User@Business Rules
Import a new Policy Editor@Policy_Root

Contributor@Policy_Root is the minimum required access right to import a new Policy, however, you should use Editor@Policy_Root to import and maintain policies and use the Portal administration utilities.


Delete Policy Manager@Policy + User@Business Rules

When you delete a policy, the associated rule is not deleted.



Portal Settings

Operation Required role assignment Assign to
group foobar
View current portal settings User@Portal_Settings
Modify current portal settings Editor@Portal_Settings


Portlet Applications

Operation Required role assignment Assign to
group foobar
View portlet application definition information for a PA User@PA
Add or remove a locale
Set default locale
Modify settings to, from, or of the PA
Editor@PA
Duplicate a portlet application Editor@PA + User@PA
Delete portlet application and removing all corresponding portlets and portlet entities from all pages within the portal Manager@PA
Enable or disable the PA Manager@PA


Portlets

Operation Required role assignment Assign to
group foobar
View portlet definition information of a PO User@PO
Add or remove a locale
Set default locale
Modify settings to, from, or of the PO.
To add, remove, or set locale: Editor@PO
To modify settings: Manager@PO

Create new installed portlet based on an existing PO that is part of a PA Editor@PA + User@PO + User@PA
Delete an installed PO and removing all corresponding portlet entities from all pages within the portal Manager@PO
Enable or disable a PO Manager@PO
Provide PO as a WSRP service Editor@WSRP Export and Editor@PO
Withdraw PO from WSRP service Manager@WSRP Export and Editor@PO
Integrate the portlet of a WSRP Producer PR into the portal If no portlet application exists for the group of portlets:

Editor@PA and User@PR

If a PA already exists for the group of portlets:

Editor@PA and User@PR


Delete an integrated WSRP PO contained in the portlet application PA from the portal If this is the last portlet in Portlet Applications: Manager@PA

If more than one portlet resides in Portlet Applications: Manager@PO



Portlets on pages

Operation Required role assignment Assign to
group foobar
View a PO on P User@P + User@PO
Enter the configure mode of a PO and modify configuration Manager@PO
Enter the edit mode of a PO on P and modify configuration 2 Editor@P + Editor@PO

or...

Privileged User@P + Privileged User@PO


Add or remove a PO to/from a P 3
Non-private: Editor@P + User@PO
Private: Privileged User@P + User@PO

Add or remove a portlet from the Allowed Portlet List of a page Editor@P + User@PO

2. If P is a non-private page and the user has no Editor role for this page, then modifying the configuration of the portlet results in the creation of an implicitly derived copy of P.

3. If P is a non-private page and the user has no Editor role for this page, then modifying the content of P results in the creation of an implicitly derived copy of P.


Property Broker

Operation Required role assignment Assign to
group foobar
Operate with ActionSets or PropertySets for a PO User@PO
Create, update, or delete a wire from a PO1 on Page P1 to a portlet PO2 on Page P2 4 Global:     Editor@P1, User@PO1, Editor@P2, User@PO2
Personal: Privileged User@P1, User@PO1, Privileged User@P2, User@PO2

Create wire from a PO1 on Page P1 to a portlet PO2 on Page P2 4 Global:     User@P1, User@PO1, User@P2, User@PO2
Personal: Privileged User@P1, User@PO1, Privileged User@P2, User@PO2

View a wire from a PO1 on Page P1 to a portlet PO2 on Page P2 4 Global:     User@P1, User@PO1, User@P2, User@PO2
Personal : Privileged User@P1, User@PO1, Privileged User@P2, User@PO2

4. User must have created the wire


PSE Sources

Operation Required role assignment Assign to
group foobar
Create search collection Editor@PSE Sources
View a search collection SC User@SC
Use a search collection SC User@SC
Edit a search collection SC Editor@SC
Delete search collection SC Manager@SC


Tagging and rating

Operation Required role assignment Assign to
group foobar
View community tags and ratings that other users have applied.
Create and delete personal public tags and ratings.
Delete community tags regardless of ownership.
Manager@Tags + Manager@Ratings
View community tags and ratings that other users have applied.
Create and delete personal public tags and ratings.
Contributor@Tags + Contributor@Ratings
View community tags and ratings that other users have applied.
Create and delete personal private tags and ratings.
Privileged user@Tags + Privileged user@Ratings
View community tags and ratings that other users have applied. User@Tags + User@Ratings


Themes, skins, and layout templates

Operation Required role assignment Assign to
group foobar
Create, view, edit, and delete a theme, skin, or layout template Manager@THEME MANAGEMENT


Unique Names portlet

Operation Required role assignment Assign to
group foobar
Delete and add using Unique Names portlet Editor@R + User@Unique Names


URL Mapping Contexts

Operation Required role assignment Assign to
group foobar
Create new URL mapping context UMC Editor@URL Mapping Contexts
Traverse a URL mapping context due to a role assignment to some child context of UMC User@UMC or child context of UMC
View definition of a URL mapping context UMC User@UMC
Create or edit a mapping between a URL mapping context UMC and a portal R Editor@UMC + User@R
Change the properties of an existing URL mapping context UMC; for example edit the label Editor@UMC

Virtual portal mapping: Editor@VP URL Mappings


Delete URL mapping context UMC and all of its child contexts Manager@UMC


User Groups

Operation Required role assignment Assign to
group foobar
Create new user group within the user registry Editor@User Groups
View user group profile information of a user group UG User@UG
Modify profile information of a user group UG Editor@UG
Add or remove an existing user U or a user group UG2 to or from an existing user group UG1 Security Administrator@Users + Editor@UG1
Delete user group UG 5 Manager@UG

5. The owner of the user group can also delete it.


Users

Operation Required role assignment Assign to
group foobar
Create new user in the user registry Editor@User Self Enrollment
View user profile information of a user U User@UG and U is a member of user group UG or User@Users
Modify profile information of a user U Editor@UG and U is a member of user group UG or Editor@Users
Delete user from the user registry and deleting all private pages created by this user Manager@Users
Impersonating a user to troubleshoot problems and view pages, portlets, and other portal components. Can Run As User@Users 7

7. To use the Can Run As User role, enable the impersonation feature and assign the Can Run As User role to an appropriate user.


Web Clipping

Operation Required role assignment Assign to
group foobar
Create new clippings Editor@PA


Web modules

Operation Required role assignment Assign to
group foobar
Install new portlet application WAR file Editor@Web Modules No
Update a Web module WM by installing a corresponding WAR file Editor@Web Modules + Manager@WM No
Uninstall Web module and removing all corresponding portlet applications and portlets from all pages within the portal Manager@WM + Manager @ all portlet applications contained in WM No

Not applicable for virtual portals


Access Control Administration

Operation Required role assignment Assign to
group foobar
View access control configuration of R If R is under internal PORTAL protection:

Security Administrator@R +
Security Administrator@PORTAL

If R is under external protection:

Security Administrator@R

or...

Security Administrator@PORTAL +
Security Administrator@EXTERNAL_ACCESS_CONTROL


Create new role RT on R If R is under PORTAL protection:

Security Administrator@R + RT@R

or...

Security Administrator@PORTAL

If R is under external protection:

Security Administrator@R + RT@R

or...

Security Administrator@PORTAL +
Security Administrator@EXTERNAL_ACCESS_CONTROL


Delete role created from role RT on R. All corresponding role mappings are also deleted. If R is under internal PORTAL protection:

Security Administrator@R + RT@R + Delegator role on all assigned principals

or...

Security Administrator@PORTAL

If R is under external protection:

Security Administrator@R + RT@R + Delegator role on all assigned principals

or...

Security Administrator@PORTAL + Security Administrator@EXTERNAL_ACCESS_CONTROL


Create/delete a role assignment for user or group U created from role RT on R If R is under internal PORTAL protection:

Security Administrator@R + RT@R + Delegator@U

or...

Security Administrator@PORTAL

If R is under external protection:

Security Administrator@R +
RT@R +
Delegator@U or Security Administrator@PORTAL +
Security Administrator@EXTERNAL_ACCESS_CONTROL


Create/delete a role block for all roles created from role RT on R If R is under internal PORTAL protection:

Security Administrator@R + RT@R

or...

Security Administrator@PORTAL

If R is under external protection:

Security Administrator@R +
RT@R or Security Administrator@PORTAL +
Security Administrator@EXTERNAL_ACCESS_CONTROL

A Security Administrator on this resource is always implicitly a Delegator on this resource. For all other roles, the Security Administrator@R plus the assignments listed above are required.


Externalizing or internalizing resources:

Move R back and forth from internal to external control. All non-private child resources of R move with it. Private resources cannot be externalized.

Security Administrator@R + Security Administrator@EXTERNAL_ACCESS_CONTROL

or...

Security Administrator@PORTAL +
Security Administrator@EXTERNAL_ACCESS_CONTROL


Modify owner of resource:

Set a user or group U1 as new owner of the non-private R, where the old owner was U2

Delegator@U1, Delegator@U2, Manager@R, and Security_Administrator@R


WSRP Producers (on the Consumer side)

Operation Required role assignment Assign to
group foobar
Add a remote WSRP Producer PR to the Portal Editor@WSRP Producers
Edit the settings of a remote Producer PR Editor@PR
View settings or display the list of portlets that are provided by a remote WSRP Producer PR User@PR
Delete remote WSRP Producer from the portal Manager@PR


XML Access

Operation Required role assignment Assign to
group foobar
Run commands using xmlaccess.sh Security Administrator@PORTAL + Editor@XML Access


Business Rules (Personalization)

Operation Required role assignment Assign to
group foobar
View a Business Rule User@Business Rules Workspace

Set perm on the Business Rules Workspace in the Personalization navigator by selecting...

    root node | Extra Action | Edit Access

Create Business Rule Contributor@Business Rules Workspace 9
Delete Business Rule Manager@Business Rules Workspace
Assign a Business rule to a P
Non-private: Editor@P and User@Business Rules Workspace
Private: Priviliged User@P and User@Business Rules Workspace

Assign a Business rule to a PO on P
Non-private: Editor@P, User@PO, and User@Business Rules Workspace
Private: Privileged User@P, User@PO, and User@Business Rules Workspace

Additional actions When using Set Access button in Personalization to add a user or a group to a role on the root of the workspace, this automatically gives the same role to that user or group for all Web Content Manager libraries, policies and templates.

9. Contributor@Business Rules Workspace is the minimum required access right to create a Business Rule, however, you should use Editor@Business Rules Workspace to create and maintain business rules and use the Portal administration facilities.


Event Handlers

Operation Required role assignment Assign to
group foobar
Create, modify, and delete event handlers Security Administrator@Event Handlers


Composite Applications

Operation Required role assignment Assign to
group foobar
Create an application based on an existing T in TC

User@TC


Create, edite, or delete application roles of A Application manager
Add, remove, or reassign members to application roles Application membership manager
Save A as a T in TC Application manager + Contributor@TC
Edit layout of A Application manager
Change owner of A Application owner or Application manager 6
Delete an A Application manager

6. Only the application owner or an administrator can set new owners.


Application template categories

Operation Required role assignment Assign to
group foobar
Create TC New in TC_Parent Contributor@TC_Parent
View a TC User@TC


Application templates

Operation Required role assignment Assign to
group foobar
Serialize an existing A and create a new T under TC Application manager + Contributor@TC
Deploy or import a new T in TC Contributor@TC + Editor@TEMPLATE_DEPLOYMENT
Create new T in TC Contributor@TC
Export a T in TC User@T + User@TC
Edit a T in TC Editor@T + User@TC
Change owner of template A Delegator@Template 8
Delete T in TC Manager@T + Editor@TC
View a T in TC User@T + User@TC 9

8. Only the application owner or an administrator can set new owners.

9. In most cases User@T will be inherited by the permission on the template Category (TC) because the TC is the parent of the Template resource, but setting a propagation block for the TC could prevent a user from getting the permission User@T. In this case the access right for T would be an additional setting.


Role Mappings and WSRP services

On the WSRP producer side, you can set the configuration property wsrp.security.enabled to enforce the access control decision for the provided portlets. If this property value is set to true, then all access control decisions in the producing portal are based on the authenticated principal. If wsrp.security.enabled is set to false, then the producing portal does not enforce any access control on incoming client portal WSRP requests.

When using identity propagation, the user authenticated on the client portal needs to have the required role assignments. If no identity propagation is configured, but SSL client certificate authentication is enabled, then the ID of the certificate needs to have the required role assignments. If none of the previously mentioned authentication methods is used, then the request is treated as if coming from the Anonymous Portal Users. In the latter case, the required roles need to be assigned to the Anonymous Portal User, which implies allowing unauthenticated access to the corresponding resources for all users who can access the producer portal.


Virtual resources

The following are virtual resources. To set, go to: Resource Permissions | Virtual Resources

Security Administrator@EXTERNAL_ACCESS_CONTROL is created and managed in the ESM and must be modified using the ESM management tools such as pdadmin> or the eTrust SiteMinder administrative console.


Terms


Resources, roles, access rights, and initial access control settings


Related tasks


Assign user access to policies
Prepare security for a WSRP Producer portal
Prepare security for a WSRP Consumer portal
Disable and enable Portal Access Control for a WSRP Producer portal
Assign access to policies

 


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