Configuration Management Security Role: Forms Tab

You can set permissions relating to forms for the Configuration Management Security Role, including which forms Analysts with this role can have access to, and particular types of access for each form

Before you start

Forms must be selected in the System Settings window to enable the tab.

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

1. Display the Configuration Management Security Roles details window, if it is not already on screen.

2. Assign the global permissions for the security role:

Disable CMDB Security	Analysts with this role have unlimited access to the CMDB, including the External Resource Searchand Federated CMDB Admin options. Select this option to effectively turning off the granular security system for access to the CMDB. All CMDB items will open in edit mode, regardless of other permissions. Leave this deselected to assign specific permissions to the role.
External Resource Search	Analysts with this role can search for CMDB items from the External Resources Search window. Analysts with this permission are restricted to a Cached Resource Search so searches can only return CMDB details that have been imported and not excluded from the Federated CMDB. This option also allows Analysts to view external resource data via the Linked Resources option.
Federated CMDB Admin	Analysts with this role can import CMDB Items from the External Resource Search window. They can also perform a Full Resource Searchto search for Item Details within the CMDB which have not been imported into ASM Core, access the Federated CMDB Administration windows and access and process Discrepancy Reports through the CMDB Item Details Explorer option of the same name. This option is only enabled if External Resource Search is selected.

1. Select the Forms tab

2. Select Form Security. Analysts with this role will be able to edit all CMDB forms selected for the role. If you deselect Form Security, the role will have access to all CMDB forms and the options below will be grayed out.

3. To make a form available to the role, select it from the Available Forms table, and then select to see it appear in the lower Selected List table.

4. To set the access type for the form, click in the Access column for the form and select the access from the drop-down list. Read Only enables Analysts to view the forms and Read/Write allows Analysts with this role to open and edit forms of the selected type.

5. To remove a form, select it in the Selected List table and the select .

6. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.