Apica Docs
  • Welcome to Apica Docs!
  • PRODUCT OVERVIEW
    • Ascent Overview
    • Ascent User Interface
  • TECHNOLOGIES
    • Ascent with Kubernetes
      • Kubernetes is a Game-Changer
      • Ascent: Built on Kubernetes
    • Ascent with OpenTelemetry
      • Why Implement OpenTelemetry?
      • Common Use Cases for OpenTelemetry
      • How to Get Started with OpenTelemetry
      • Best Practices for OpenTelemetry Implementations
  • RELEASE NOTES
    • Release Notes
      • Ascent 2.10.5
      • Ascent 2.10.4
      • Ascent 2.10.3
      • Ascent 2.10.2
      • Ascent 2.9.0
      • Ascent 2.8.1
      • Ascent 2.8.0
      • Ascent 2.7.0
      • Ascent 2.6.0
      • Ascent 2.5.0
      • Ascent 2.4.0
      • Ascent 2.3.0
      • Ascent 2.2.0
      • Ascent 2.1.0
        • Data Fabric
          • Releases-old
        • Synthetic Monitoring
        • Advanced Scripting Engine
        • IRONdb
      • Synthetic Monitoring
  • GETTING STARTED
    • Getting Started with Ascent
      • Register and Gain Access
      • Using the OpenTelemetry Demo
      • Getting Started with Metrics
      • Getting Started with Logs
        • OpenTelemetry
      • Using Fleet for Data Ingestion
    • Ascent Deployment Overview
    • Quickstart with Docker-Compose
    • On-Premise PaaS deployment
      • On-Premise PaaS Deployment Architecture
      • Deploying Apica Ascent PaaS on Kubernetes
      • Deploying Apica Ascent PaaS on MicroK8s
      • Deploying Apica Ascent PaaS on AWS
      • Deploying Apica Ascent EKS on AWS using CloudFormation
      • Deploying Ascent on AWS EKS with Aurora PostgreSQL and ElastiCache Redis using Cloud Formation
        • Deploying Apica Ascent on AWS EKS with Aurora PostgreSQL and ElastiCache Redis using CloudFormation
        • Apica Ascent on AWS EKS (Private Endpoint) with Aurora PostgreSQL and ElastiCache Redis on prod VPC
      • Deploying Apica Ascent EKS on AWS using custom AMI
      • Deploying Apica Ascent EKS with AWS ALB
      • Deploying Apica Ascent PaaS in Azure Kubernetes Service
        • Azure Blob Storage Lifecycle Management
      • Deploying Apica Ascent with OpenShift
    • Boomi RTO Quick Start Guide
      • RTO Dashboarding
      • Alerting on RTO Metrics
      • Alerting on RTO Logs
    • Dashboards & Visualizations
  • DATA SOURCES
    • Data Source Overview
    • API
      • JSON Data source
      • RSS
    • AWS
      • Amazon Athena
      • Amazon CloudWatch ( YAML )
      • Amazon Elasticsearch Service
      • Amazon Redshift
      • MySQL Server (Amazon RDS)
    • NoSQL Data Sources
      • MongoDB
    • OLAP
      • Data Bricks
      • Druid
      • Snowflake
    • SQL Data Sources
      • PostgreSQL
      • Microsoft SQL Server
      • MySQL Server
    • Time Series Databases
      • Prometheus Compatible
      • Elasticsearch
      • InfluxDB
    • Ascent Synthetics
      • Checks
    • Ascent Logs
      • Logs
  • INTEGRATIONS
    • Integrations Overview
      • Generating a secure ingest token
      • Data Ingest Ports
    • List of Integrations
      • Apache Beam
        • Export Metrics to Prometheus
          • Pull Mechanism via Push-Gateway
        • Export Events to Apica Ascent
      • Apica ASM
      • Apica Ascent Observability Data Collector Agent
      • AWS
        • AWS CloudWatch
        • AWS ECS
          • Forwarding AWS ECS logs to Apica Ascent using AWS FireLens
          • ECS prometheus metrics to Apica Ascent
        • AWS S3
      • Azure
        • Azure Databricks
        • Azure Eventhub
        • Azure Event Hubs
      • Docker Compose
      • Docker Swarm logging
      • Docker Syslog log driver
      • F5 Big-Ip System
      • Filebeat
      • Fluent Bit
        • Forwarding Amazon-Linux logs to Apica Ascent using Fluent Bit
        • Fluent Bit installation on Ubuntu
        • Enabling IoT(MQTT) Input (PAAS)
        • IIS Logs on Windows
      • Fluentd
      • FortiNet Firewalls
      • GCP PubSub
      • GCP Cloud Logging
      • IBM QRadar
      • ilert
      • Incident Management
        • Webhooks
      • Jaeger
      • Kafka
      • Kinesis
      • Kubernetes
      • Logstash
      • MQTT
      • Network Packets
      • OpenTelemetry
      • Object store (S3 Compatible)
      • Oracle OCI Infrastructure Audit/Logs
      • Oracle Data Integrator (ODI)
      • OSSEC Variants (OSSEC/WAZUH/ATOMIC)
        • Apica Ascent-OSSEC Agent for Windows
      • Palo Alto Firewall
      • Prometheus
        • Spring Boot
        • Prometheus on Windows
        • Prometheus Remote Write
        • MongoDB Exporter
        • JMX Exporter
      • Rsyslogd
      • Syslog
      • Syslog-ng
      • Splunk Universal Forwarder
      • Splunk Heavy Forwarder
      • SNMP
      • Splunk Forwarding Proxy
      • Vault
        • Audit Vault Logs - AWS
        • Audit Vault Logs - OCI
        • Audit Vault Metrics
    • Apica API DOCS
  • DATA MANAGEMENT
    • Data Management Overview
    • Data Explorer Overview
      • Query Builder
      • Widget
      • Alerts
      • JSON Import
      • Creating Json Schema
        • Visualization
          • Line chart
          • Bar chart
          • Area chart
          • Scatter chart
          • Status chart
          • Counter chart
          • Stat chart
          • Size chart
          • Dense Status chart
          • Honeycomb chart
          • Gauge chart
          • Pie chart
          • Disk chart
          • Table chart
          • Date time chart
      • Time-Series AI/ML
        • Anomaly Detection
        • Averaging
        • Standard Deviation(STD)
      • Data Explorer Dashboard
        • Create a Dashboard
        • Editing Dashboard
          • Dashboard level filters
    • Timestamp handling
      • Timestamp bookmark
    • Large log/events/metrics/traces
  • OBSERVE
    • Monitoring Overview
      • Connecting Prometheus
      • Connecting Amazon Managed Service for Prometheus
      • Windows Redis Monitoring
      • Writing queries
        • Query Snippets
      • Query API
      • Use Apica API to ingest JSON data
    • Distributed Tracing
      • Traces
      • Spans
      • Native support for OTEL Traces
      • Windows .NET Application Tracing
      • Linux+Java Application Tracing
    • Log Management
      • Terminology
      • Explore Logs
      • Topology
      • Apica Ascent Search Cheat Sheet
      • Share Search Results
      • Severity Metrics
      • Log2Metrics
      • Native support for OTEL Logs
      • Reports
        • Accessing Reports results via API
      • Role-Based Access Control (RBAC)
      • Configuring RBAC
    • AI and LLM Observability
      • AI Agent Deployment
      • Ascent AI Agent Monitoring
      • Ascent Quick Start Guide
    • Synthetic Check Monitoring
      • Map View
      • List View
      • Alerting for Check Results
  • Flow
    • Overview
    • Pipeline Management
      • Configuring Pipelines
      • Visualize Pipelines
      • Pipeline Overview Dashboard
      • Forwarding Data
    • OpenTelemetry Ingest
      • OpenTelemetry Logs / Traces
      • OpenTelemetry Metrics
        • Transforming Metrics through Code Rules
    • Vault
      • Certificates
      • Variables
      • Lookups
    • Rules
      • FILTER
      • EXTRACT
      • SIEM and TAG
      • REWRITE
      • CODE
      • FORWARD
        • Rename Attributes
      • STREAM
    • Functions
      • ascent.encode
      • ascent.decode
      • ascent.persist
      • Ascent.variables
      • ascent.crypto
      • Ascent.mask
      • Ascent.net
      • Ascent.text
      • Ascent.time
      • Ascent.lookups
    • List of Forwarders
    • OpenTelemetry Forwarding
      • Metrics
      • Traces
      • Logs
    • Splunk Forwarding
      • Apica UF Proxy App Extension
        • Standalone Instance
        • List of Indexer Instances
        • Indexer Discovery
      • Splunk HTTP Event Collector (HEC) Forwarder
        • Metric Indexes
        • Non Metric Indexes
      • Splunk Syslog Forwarding
    • Real-Time Stream Forwarding
      • AWS Kinesis
      • Azure Eventhub
      • Google Pub/Sub
    • Security Monitor Forwarding
      • Arc Sight
      • RSA New Witness
    • Forwarding to Monitoring Tools
      • Datadog Forwarding
      • New Relic Forwarding
      • Dynatrace Forwarding
      • Elasticsearch Forwarding
      • Coralogix Forwarding
      • Azure Log Analytics Forwarding
    • Object Store Forwarding
      • S3 Compatible
      • Azure Blob Storage
    • Forwarding to Data Warehouse
      • GCP Bigquery
  • Customized Forwarders
    • JS Code Forwarding
  • LAKE
    • Powered by Instastore™
  • FLEET MANAGEMENT
    • Overview
    • Agents
    • Configurations
    • Packages
    • Fleet Repository Management
    • Advanced Search
    • List of Agents
      • Datadog Agent
      • Fluent-bit Agent
      • Grafana Alloy
      • OpenTelemetry Collector
      • OpenTelemetry Kubernetes
      • Prometheus Agent
  • COMMAND LINE INTERFACE
    • apicactl Documentation
  • AUTONOMOUS INSIGHTS
    • Time Series AI-ML
      • Anomaly Detection
      • Averaging
      • Standard Deviation(STD)
      • Forecasting
      • AI-ML on PromQL Query Data Set
      • Statistical Data Description
    • Pattern-Signature (PS)
      • Log PS Explained
        • Unstructured Logs
        • Semi-structured JSON
        • Reduce Logs Based on PS
        • Log PS Use Cases
          • Log Outlier Isolation
          • Log Trending Analysis
          • Simple Log Compare
      • Config PS
        • Config JSON PS
    • ALIVE Log Visualization
      • ALIVE Pattern Signature Summary
      • ALIVE Log Compare
    • Log Explained using Generative AI
      • Configuring Generative AI Access
      • GenAI Example Using Log Explain
    • Alerts
    • Alerts (Simple/Anomaly)
    • Alerts On Logs
    • Rule Packs
    • AI-powered Search
  • PLATFORM DOCS
    • Synthetic Monitoring Overview
      • Getting Started with ASM
        • Achieving 3 Clicks to Issue Resolution via ASM
        • FAQ - Frequently Asked Questions
        • Creating A New Check
          • Creating a New Real Browser Check
      • Explore the Platform
        • API Details
        • Check Types
          • Android Check
          • Command Check
          • Compound Check
          • Browser Check
          • Desktop Application Check
          • AWS Lambda Check
          • DNS Resolver Check
          • DNS Security Check
          • Domain Availability Check
          • Domain Delegation Check
          • Domain Expiration Date Check
          • Hostname Integrity Check
          • iPad Check
          • iPhone Check
          • Ping Check
          • Port Check
          • Postman Check
          • Response Time Check
          • SSL Certificate Expiration Check
          • Scripted Check
        • Dashboards
        • Integrations
          • DynaTrace Integration
          • Google Analytics Integration
          • Akamai Integration
          • Centrify Integration
          • AppDynamics Integration
          • PagerDuty Integration
          • ServiceNow Integration
          • Splunk Integration
        • Metrics
          • Analyze Site
          • Result Values
          • Trends
          • Analyze Metrics
        • Monitoring
          • Integrating ASM Metrics into Grafana Using Apica Panels
            • Understanding the ASM Imported Dashboards
            • Using the Apica Panels Dashboards
          • Understanding ASM Check Host Locations
        • Navigation
          • Manage Menu
        • Reports
        • Use Cases
      • Configurations
        • Configuring Checks
          • Understanding Check Results
            • Understanding ZebraTester Check Results
            • Understanding Browser Check Results
            • Understanding Check Details
          • Editing Checks
            • Editing Browser Checks
            • Editing ZebraTester Checks
          • Using Regular Expressions Within the ASM Platform
          • Understanding the Edit Scenario Page
          • Comparing Selenium IDE Scripts to ASM Scenarios
          • Configuring Apica DNS Check Types
          • Implementing Tags Effectively Within ASM
          • Storing and Retrieving Information Using the ASM Dictionary
        • Configuring Users
          • Configuring SSO Within ASM
        • Configuring Alerts
          • Configuring Webhook Alerts
      • How-To Articles
        • ASM Monitoring Best Practices
        • API Monitoring Guide
        • IT Monitoring Guide
        • Monitor Mission-Critical Applications through the Eyes of Your Users
        • How To Mask Sensitive Data in ASM
        • How to Mask Sensitive Data When Using Postman Checks
        • How to Handle URL Errors in a Check
        • How To Set Up SSO Using Azure AD
        • How to Set Up SSO Using Centrify
        • ASM Scenarios How-To
          • How To Pace a Selenium Script
          • How to Utilize XPath Within a Selenium Script
          • How to Mask Sensitive Information Within an ASM Scenario
          • Handling Elements Which Do Not Appear Consistently
          • How to Handle HTML Windows in ASM Scenarios
        • Installing CES Private Agent (Docker)
    • ZebraTester Scripting
      • ZebraTester Overview
      • Install ZebraTester
        • Download ZebraTester
          • Core ZebraTester V7.5-A Documentation
          • Core ZebraTester V7.0-B Documentation
          • Core ZebraTester V7.0-A Documentation
          • Core ZebraTester V5.5-Z Documentation
          • Core ZebraTester V5.5-F Documentation
        • Download the ZebraTester Recorder Extension
        • Windows Installation
          • ZebraTester on Windows
          • Generate Private CA Root Certificate
          • Windows System Tuning
          • Install a new ZT version on Windows Server
          • Install/Uninstall ZT Windows Installer Silently
        • macOS Installation
          • macOS Preinstallation Instructions
          • Generate Private CA Root Cert (macOS X)
          • System Tuning (macOS)
          • Import a CA Root Certificate to an iOS device
          • Memory Configuration Guidelines for ZebraTester Agents
      • ZebraTester User Guide
        • Menu and Navigation Overview
        • 1. Get a Load Test Session
          • Recording Web Surfing Sessions with ZebraTester
            • Further Hints for Recording Web Surfing Sessions
            • Recording Extension
              • Record Web Session
              • Cookies and Cache
              • Proxy
              • Page Breaks
              • Recording Extension Introduction
              • Troubleshooting
            • Add URL to ZebraTester
            • Page Scanner
          • Next Steps after Recording a Web Surfing Session
        • 2. Scripting the Load Test Session
          • 1. Assertions - HTTP Response Verificaton
          • 2. Correlation - Dynamic Session Parameters
            • 2b. Configuring Variable Rules
            • 2a. Var Finder
          • 3. Parameterization: Input Fields, ADR and Input Files
            • ADR
          • 4. Execution Control - Inner Loops
          • 5. Execution Control - URL Loops
          • 6. Execution Control -User-Defined Transactions And Page Breaks
          • 7. Custom Scripting - Inline Scripts
          • 8. Custom Scripting - Load Test Plug-ins
            • ZebraTester Plug-in Handbooks
          • Modular Scripting Support
        • 3. Recording Session Replay
        • 4. Execute the Load Test
          • Executing a First Load Test
          • Executing Load Test Programs
            • Project Navigator
              • Configuration of the Project Navigator Main Directory
            • Real-Time Load Test Actions
            • Real-Time Error Analysis
            • Acquiring the Load Test Result
            • More Tips for Executing Load Tests
          • Distributed Load Tests
            • Exec Agents
            • Exec Agent Clusters
          • Multiple Client IP Addresses
            • Sending Email And Alerts
            • Using Multiple Client IP Addresses per Load-Releasing System
        • 5. Analyzing Results
          • Detail Results
          • Load Test Result Detail-Statistics and Diagrams
          • Enhanced HTTP Status Codes
          • Error Snapshots
          • Load Curve Diagrams
          • URL Exec Step
          • Comparison Diagrams
            • Analysis Load Test Response Time Comparison
            • Performance Overview
            • Session Failures
        • Programmatic Access to Measured Data
          • Extracting Error Snapshots
          • Extracting Performance Data
        • Web Tools
        • Advanced Topics
          • Execute a JMeter Test Plan in ZebraTester
          • Credentials Manager for ZebraTester
          • Wildcard Edition
          • Execution Plan in ZebraTester
          • Log rotation settings for ZebraTester Processes
          • Modify Session
          • Modular Scripting Support
          • Understanding Pacing
          • Integrating ZebraTester with GIT
            • GitHub Integration Manual V5.4.1
      • ZebraTester FAQ
      • ZebraTester How-to articles
        • How to Combine Multiple ZebraTester Scripts Into One
        • Inline Scripting
        • How to Configure a ZebraTester Script to Fetch Credentials from CyberArk
        • How to Configure a ZebraTester Scenario to Fetch Credentials from CyberArk
        • How to Convert a HAR file into a ZebraTester Script
        • How to Convert a LoadRunner Script to ZebraTester
        • How to Import the ZT Root Certificate to an iOS device
        • How to iterate over JSON objects in ZebraTester using Inline Scripts
        • How to round a number to a certain number of decimal points within a ZebraTester Inline Script
        • How to Use a Custom DNS Host File Within a ZebraTester Script
        • How to Move a ZebraTester Script to an Older Format
        • API Plugin Version
        • Setting up the Memu Player for ZebraTester Recording
        • Inline Script Version
      • Apica Data Repository (ADR) aka Apica Table Server
        • ADR related inline functions available in ZT
        • Apica Data Repository Release Notes
        • REST Endpoint Examples
        • Accessing the ADR with Inline Scripts
      • ZebraTester Plugin Repository
      • Apica YAML
        • Installing and Using the ApicaYAML CLI Tool
        • Understanding ApicaYAML Scripting and Syntax
    • Load Testing Overview
      • Getting Started with ALT
      • Creating / Running a Single Load Test
      • Running Multiple Tests Concurrently
      • Understanding Loadtest Results
    • Test Data Orchestrator (TDO)
      • Technical Guides
        • Hardware / Environment Requirements
        • IP Forwarding Instructions (Linux)
        • Self-Signed Certificate
        • Windows Server Install
        • Linux Server Install
        • User Maintenance
        • LDAP Setup
        • MongoDB Community Server Setup
        • TDX Installation Guide
      • User Documentation
        • End User Guide for TDO
          • Connecting to Orson
          • Coverage Sets and Business Rules
          • Data Assembly
          • Downloading Data
        • User Guide for TDX
          • Connecting to TDX
          • Setting up a Data Profile
          • Extracting Data
          • Analyzing Data Patterns
          • Performing Table Updates
        • TDO Project Builder User Guide
          • Project Design
          • Projects
            • Select Existing Project
            • Create a New Project
            • Export a Project
            • Import a Project
            • Clone a Project
            • Delete a Project
          • Working with Source Files
            • Ingest Data
            • Data Blocks
              • Create a Determining Attribute from a Data Block
              • Data Types and Field Formats
          • Determining Attributes
            • Manual Attribute Creation
              • Numeric Range Attribute
              • Manual Attribute Creation
              • Create a New Determining Attribute from an Existing Data Block
            • Setting Determining Attribute Priorities
            • Filtering Determining Attributes
            • Adding, Changing, or Deleting a Determining Attribute Value
          • Create Coverage Set
          • Business Rules
            • Create a New Business Rule
            • Edit a Business Rule
            • Using Priorities in Business Rules
            • Using Occurrences in Business Rules
            • Deleting a Business Rule
          • Create a Coverage Matrix
          • Create an Action
          • Create a Scenario
          • Create Data Views
            • Creating a Coverage Set Data View
            • Creating a Data View Joined to the Coverage Set View
            • Creating a Data View Linked to a Multiple Data Views
            • Locking Records in a Data View
            • Editing Data Source in a Data View
            • Other Edits in the Data View
          • Work Sets
            • Creating a Work Set
            • Editing a Work Set
            • Clone a Work Set
            • Deleting a Work Set
            • Unlocking a Work Set
            • Data Assembly from the Work Set Page
          • Data Assignment
            • Assign a Value from the Coverage Matrix
            • Assign a Value from a Data View
            • Assign a Value from a Prior Rule
            • Assign a Fixed Value
            • Assign a Value using a Format Function
            • Assign a Value using Mathematical Calculations
            • Assign a Value using String Concatenation
            • Assigning a Value using Conditions
          • Data Assembly
          • Other TDO Menu Items
        • API Guide
          • API Structure and Usage
          • Determining Attribute APIs
            • Create Determining Attribute (Range-based)
            • Create Determining Attribute (Value-based)
            • Update Determining Attributes
            • Get Determining Attribute Details
            • Delete a Determining Attribute
          • Coverage Set API’s
            • Create Coverage Set
            • Update Coverage Set
            • Get All Coverage Set Details
            • Get Single Coverage Set Details
            • Lock Coverage Set
            • Unlock Coverage Set
            • Delete Coverage Set
          • Business Rule API’s
            • Create Business Rule
            • Update Business Rule
            • Reduce Business Rules using Priorities
            • Get Business Rule Details
            • Get All Business Rules
            • Delete Business Rule
            • Generate Coverage Matrix
          • Workset API's
            • Create Workset
            • Update Workset
            • Get All Worksets
            • Get Workset Details
            • Unlock Workset
            • Clone Workset
            • Delete Workset
          • Assignment Rule API’s
            • Create Assignment Rule
              • Assign a Fixed Value
              • Assign a Value from a Data View
              • Using Conditions in Assignment Rules
              • Using Multiple Operators in an Assignment Rule
              • Using the FORMAT Function in an Assignment Rule
            • Get Assignment Rules
            • Get Rule Details
            • Update Assignment Rule
            • Delete Assignment Rule
          • Data Assembly API's
            • Assemble Data
            • Check Assembly Process
          • Data Movement API's
            • Ingest (Upload) Data Files
            • Download Data Files
              • HTML Download
              • CSV Download
              • Comma Delimited with Sequence Numbers Download
              • Pipe Delimited Download
              • Tab Delimited with Sequence Numbers Download
              • EDI X12 834 Download
              • SQL Lite db Download
              • Alight File Format Download
          • Reporting API's
            • Session Events
            • Rules Events
            • Coverage Events
            • Retrieve Data Block Contents
            • Data Assembly Summary
        • Workflow Guide
        • Format Function Guide
          • String Formats
          • Boolean Formats
          • Hexadecimal Formats
      • Release Notes
        • Build 1.0.2.0-20250408-0906
        • Build 1.0.2.0-20250213-1458
  • IRONdb
    • Getting Started
      • Installation
      • Configuration
      • Cluster Sizing
      • Command Line Options
      • ZFS Guide
    • Administration
      • Activity Tracking
      • Compacting Numeric Rollups
      • Migrating To A New Cluster
      • Monitoring
      • Operations
      • Rebuilding IRONdb Nodes
      • Resizing Clusters
    • API
      • API Specs
      • Data Deletion
      • Data Retrieval
      • Data Submission
      • Rebalance
      • State and Topology
    • Integrations
      • Graphite
      • Prometheus
      • OpenTSDB
    • Tools
      • Grafana Data Source
      • Graphite Plugin
      • IRONdb Relay
      • IRONdb Relay Release Notes
    • Metric Names and Tags
    • Release Notes
    • Archived Release Notes
  • Administration
    • E-Mail Configuration
    • Single Sign-On with SAML
    • Port Management
    • Audit Trail
      • Events Trail
      • Alerts Trail
Powered by GitBook
On this page

Was this helpful?

Edit on GitHub
Export as PDF

ORSON - Test Data Orchestrator

User maintenance guide

Follow the instructions in the installation guide to create an initial admin user if this is your first time using TDO.

To perform user maintenance, you will need to log in with an ID that has ‘admin’ rights. Users with standard (‘user’) rights can only perform password maintenance on their own ID on the user maintenance screen.

User security levels

TDO has two user levels and one permissions control:

· Admin – has rights to perform all user maintenance actions on all users. Can create new users and delete existing users. Admin users also have delete permission for all functions in the application amd can remove all locks (coverage set, workset, etc.)

· User – only has rights to reset their own password. Cannot create or delete. Users do not have delete permission for project objects and can only remove locks that are assigned to their user ID.

· Read-only – a permission control on people with User level rights; they can view all screens in TDO for any project that is assigned to them, but they cannot make any changes. This level is generally used for new users who have not yet completed training to prevent unauthorized actions on existing projects.

Creating new users

To navigate to the User Maintenance screen, on the menu navigate down to the ‘User Maintenance + LDAP’ section and select ‘Users’ below this. The User maintenance screen will populate, and will show all enrolled users:

To create a new user, click the “+” sign in the bottom right corner of the screen. The new user enrolment window will open:

Fill in the fields as follows:

· First name, last name – user’s given names

· Username – if this is LDAP, you must use their network ID that will be passed to your SSO program for authentication. If you are not using LDAP, you can choose the name to give (first initial_last name, network ID, etc.).

· Email – enter user’s assigned organizational email address.

· Password – assign the user an initial password.

o You may want to use a random password generator to create a strong initial password.

o We recommend that passwords only be sent to the user (no .cc or .bcc on the note) and that they be sent in a separate email.

o Include a reminder to the user that they should change their password after their initial sign in.

· Click the ‘Read Only’ box only if you want to create a ‘read only’ user; otherwise leave blank.

· On the ‘Role’ line, USER is the default value. Only grant ADMIN rights to those individuals who need to perform administrative duties (grant/remove access, authorize project access, perform LDAP setup, etc.). You can change the role by clicking the arrow to the right to open the drop down menu.

Once the user setup is complete, click ‘SAVE’ to save the new enrolment.

Deleting a user

Only Admins can delete a user. To delete a user, open the User maintenance screen.

Navigate to the user you want to delete, and click the checkbox to the left of their name. Hover your cursor to the right and the edit (pencil) and delete (trash can) icons will become visible.

Click on the trash can icon to delete the user you have selected. A warning box will open with the following message:

Click ‘OK’ to delete the user and ‘Cancel’ to keep the user.

Change a user password

If you are using LDAP, passwords will be managed via your organization’s SSO software and not in TDO. If you are not using LDAP, passwords are changed here.

Navigate to the User Maintenance screen. Move your cursor to the right of the user you want to update and click on the pencil icon. The User enrolment / maintenance screen will open.

On the password line, remove the old password and enter the new one. Click ‘SAVE’ to save the password change. Remember to notify the user of their new temporary password and remind them to change it after their first login.

If you are a User changing your own password, your User Maintenance screen will look like this:

You will only see your ID on this screen, and you will only see the pencil icon to the right. Click on the pencil icon and the personal maintenance screen will open. Remove the old password and type in your new password. Remember to save this password.

Updating project access

By default, any project created by a TDO user (USER or ADMIN rights) will be visible only to that user. To make it visible to other users they must be assigned project access.

You can only look at/edit projects that you have been given access to use.

Only an ADMIN can assign project access. Individuals with USER access will not see this menu option.

To update project access, navigate to the ‘User Maintenance + LDAP’ section of the menu and select ‘Project Access’. You will see this window:

User names are listed down the left side and projects are listed across the top, in alphabetical order. You can move right in the project list by using the scroll bar on the bottom of the screen. Each user can only see the projects that are checked here for their user ID.

To add a user to a project, scroll to the desired project and check the box for that user. Click ‘SAVE’ in the top right corner to save the new assignments.

To remove a user from a project, scroll to the desired project, uncheck the box for that user, and click ‘SAVE’ to save the deletion.

Last updated 5 months ago

Was this helpful?

  1. PLATFORM DOCS
  2. Test Data Orchestrator (TDO)
  3. Technical Guides

User Maintenance

PreviousLinux Server InstallNextLDAP Setup
  • ORSON - Test Data Orchestrator
  • User maintenance guide
  • User security levels
  • Creating new users
  • Deleting a user
  • Change a user password
  • Updating project access
User Maintenance Screen (Admin view)
Create User Screen
Deleting a User
Confirmation message pop-up
User Maintenance Screen (User view)
Edit User Screen
Project Access Screen