1. New Features in Security Management
Security Helpdesk
Basic Helpdesk
Admin Helpdesk
Emergency Access
Filter by Excel
Printer Profiles
Archie Dennis

2. Security Helpdesk
In Security Management and higher

3. Security Management
Security Management/CSF is now sharing the same version number.

4. Security Helpdesk
Security Helpdesk is a web based tool for trouble shooting basic user access. Access can be given via the Helpdesk without giving user access to the Security Management application. There is a link that can be created to take user to the Helpdesk.

5. Security Management
Option 790 gives access to the basic helpdesk.

6. Security Management
Option 7901 gives access to the Admin helpdesk.

7. Security Management
The Role is then given to the user.

8. Security Management
Remember that Security is site-less and site roles will not work for this.

9. Security Management
Role should be for all sites.

10. What is the link to Security Helpdesk?
How do I find the link for helpdesk on an environment?

11. The link to helpdesk is SCC_URL /csf/helpdesk
One way to find out this value is to look in the GLOBAL settings under the environment in SSM.

12. So we take the value http://scc91. softcomputer
So we take the value and we add /csf/helpdesk to it.

13. Now that we have link http://scc91.softcomputer.com:7703/csf/helpdesk
We can enter it in to a desktop shortcut or……

14. Or paste it directly into browser.

15. Security Helpdesk
The Helpdesk log on screen displays.

16. Security Helpdesk Desktop

17. Security Helpdesk Desktop

18. Security Helpdesk Desktop

19. Security Helpdesk
Or the Domain Authentication one will display if DA is being used.

20. After logon the Helpdesk main menu displays.

21. There is a search toolbar so helpdesk user can find Locked users.

22. User can be selected and helpdesk user can Unlock the locked user.

23. While user is still on screen helpdesk user can reset password at same time. Password will reset to default password or user id depending on system settings.
In CSF and higher. Reset Password button will also unlock user record at same time
Security Management\Security Setup\Internal category for Security Setup\ResetPasswordToUserId
Security Management\Security Setup\Internal category for Security Setup\DefaultImportPassword

24. The search toolbar can also be used to find Inactive users.

25. A User can not log on to system and is getting error that their access needs review.

26. The helpdesk user can search for the user
The helpdesk user can search for the user. The Review Date displays at end of record.

27. The Review Date can be extended for a number of days.

28. The number of days is controlled by SSM setting
Security Management\Helpdesk\ DaysToExtendReviewDate .
Default is 10 days from current date.

29. If the Help Desk person is unsure of user who has called
If the Help Desk person is unsure of user who has called. They can ask user to answer their Security Question.

30. If Security Questions are turned on they display when user clicks the more arrow

31. Security Question Window

32. Security questions are turned on in Settings \ Definitions.
Settings > CSF > Security > UseSecurityQuestions

33. When user first logs on they are asked to change their password
When user first logs on they are asked to change their password. They are also asked to choose a Security Question and answer it.

34. User is asked to choose a password

35. User is asked to provide answer

36. Admin Helpdesk
The Admin helpdesk has all the functionality of the Basic helpdesk plus other options.

37. Users display on main screen.

38. The filter lets Admin search for users they would like to work with.

39. The Admin can select users from the list and touch Group Actions to bring up this screen. The options display which can be performed on batch of users.

40. The Admin can work with Users, Sites or Printer Profiles.

41. Admin Helpdesk
The Admin helpdesk also has non-mobile version

42. Admin Helpdesk
The User can click on the More arrow to see more options.

43. Admin Helpdesk
Roles can be added or removed

44. Admin Helpdesk

45. Admin Helpdesk
Printer Profiles can be added or removed

46. Admin Helpdesk

47. Admin Helpdesk

48. Admin Helpdesk
The Admin helpdesk has the ability to add\remove printers from a Site.

49. Admin Helpdesk

50. Admin Helpdesk
Printers can be added or removed from Printer Profiles

51. Admin Helpdesk

52. Emergency Access
CSF and higher

53. Security Management
Normal Roles are created for users as they have been in past - Role must contain system SECMGM with option 790 for the helpdesk user

54. Security Management
Emergency Access role must be created that gives user access to options they need in Emergency – Emergency check box must be checked for role

55. Security Management
Both the normal role and the Emergency role must be assigned to the user.
Emergency Role is marked as such on Roles table

56. Security Management
The helpdesk user must have the Flag “Can activate emergency access” assigned to them

57. Security Management
A user without this flag could still receive emergency access when granted but would not be able to do the granting “Can activate emergency access”

58. SoftLab
User accesses SoftLab as normal and only has normal access

59. SoftLab
In emergency situation user access Security Help Desk

60. Security Helpdesk
After log on to Security Helpdesk, user can select the Emergency Access button

61. Emergency Access
The Emergency Access section displays with Start button
User selects the Start button to start Emergency access

62. Emergency Access
The time is set by a setting in Settings \ Definitions
CSF\Security\EmergencyAccessTimeout
Default is 480 minutes = 8 hours
16 hours = 960
24 hours = 1440

63. CSF\Security\EmergencyAccessTimeout
Default is 480 minutes = 8 hours
16 hours = 960
24 hours = 1440

64. Emergency Access
The timer keeps track of the hours and minutes left for emergency access

65. SoftLab
User logs out of SoftLab and back in, now user has access granted by the emergency role that is assigned to them

66. Emergency Access
When time runs out the clock is set to zero and emergency access is stopped

67. SoftLab
User logs out of SoftLab and back in, now access granted by the emergency role that is assigned to them is removed. User has their normal access

68. Filter by Excel
CSF

69. Sometimes it is useful to be able to bring up a group of users that are listed on an Excel spreadsheet.

70. Here are a group of users that need to be given access to be able to start the Emergency Access functionality

71. Make sure the top row has labels that correspond to fields in Security Management
The Labels row starts with # sign

72. Select the Filter by Excel icon

73. Choose the spreadsheet to be loaded

74. If the column headers are valid, they will appear on Filter Criteria screen. User can choose by what criteria they want to filter by.

75. Records that meet the filter criteria display in top of screen
Records that user wants to edit can be moved to lower part of screen or Add All to move all records

76. Records are Batch Edited as they are currently
Records are Batch Edited as they are currently. Here the “Can activate emergency access” flag is being added to users

77. Printer Profiles

78. Printer Profiles Settings
Settings/Definitions – CSF\Security\ PrinterAccessModel
printers – (default value) use direct printers only;
profiles – use printer profiles only;
all – use both: direct printers and printer profiles.

79. Printer Profiles Settings

80. PrinterAccessModel = printer

81. PrinterAccessModel = profiles

82. PrinterAccessModel = all(default)

83. Printer Profiles Tab
On this tab users will be able to group printers into “Profiles” and these profiles may be assigned to Users, Terminals and Terminal Groups

84. Printer Profiles
Like on other tabs Printer Profiles may be made Active or Inactive.

85. Printer Profiles
Once printers are selected then Associations may be setup by selecting the plus button at the bottom of the Associated items table. Users, Terminals and Terminal Groups may be assigned this Printer Profile.

86. Printer Profiles
If the user selects the double plus signs then the User Selection screen displays. Here multiple users may be added at one time.

87. Printer Profiles
The same functionality exist for Terminals and Groups of Terminals

88. Example 3rd Floor 2nd Floor 1st Floor Term 1 Term 2 Printer 1

89. Example
The terminals from the first floor are assigned to the 1st floor Printer Profile

90. Terminal Tab
This tab now has a Printer Profile section so that you can add Printer Profiles to a Terminal

91. The End