Task 2: Set Up Passkeys
Using the list of passkeys you defined in task 1, follow the steps in this task to set up the passkeys in Horizon. You will assign the passkeys to users later in task 5.
You can assign three types of privileges to passkeys:
|
•
|
View privileges. Grant access to secured list and edit windows (such as the List Borrower and Edit Borrower windows). (For a list of view privileges, see Views.) |
|
•
|
Stand-alone program privileges. Grant access to Horizon processes that are delivered as separate executables, such as Day End Processes and Self-serve Checkout. They are called “stand-alone” programs because you can run them on their own (from a command line), outside of the Horizon Launcher. Note that some of these processes, however, still require that Horizon is running. (For a list of stand-alone program privileges, see Stand-alone Programs.) |
You must give users access to stand-alone programs using both a passkey privilege and a role privilege. (Users can access a stand-alone program from a command line with a passkey privilege only; however, both a passkey privilege and a role privilege are required for the user to access the program from within the Horizon Launcher.)
|
•
|
Program Feature privileges. Control access to Horizon processes (for example, the process for canceling a hold or creating an item record, to name two). (For a list of program feature privileges, see Program Features.) |
To set up passkeys
|
1
|
Start the Pass Key Manager process. |
The default location of this process is the Administration\Security Menu folder on the navigation bar.
Horizon displays the Pass Key Manager window.
|
2
|
Click New to display the Pass Key window. |
Here is an example of a completed window:
|
3
|
Complete these fields in the window: |
Pass Key
|
Enter a short name or code for the passkey.
This name is used as the record ID and cannot be identical to any other passkey name you define.
|
Description
|
Enter a description of the passkey.
Enter a description that will help you remember who the passkey is for (for example, Full-Time Circulation Staff, Part-Time Circulation Staff, Full Access).
|
|
4
|
To add view privileges, do these steps: |
|
a
|
Click Add to display the Add Views window. |
This window displays a list of all the views you can assign to a passkey.
|
b
|
Highlight the views you want to add to the passkey. |
Use the SHIFT and CTRL keys as necessary to highlight multiple items in the list. (To highlight adjacent items, click the first item, press and hold the SHIFT key, then click the last item. To highlight non-adjacent items, press and hold the CTRL key and click the items you want.) Press CTRL+A to highlight all the items in the list.
Horizon adds the views to the passkey.
|
5
|
To add stand-alone program privileges, do these steps: |
|
a
|
Click the Standalones tab. |
|
b
|
Click Add to display the Add Standalones window. |
|
c
|
Highlight the stand-alone processes you want to add to the passkey. |
Use the SHIFT and CTRL keys as necessary to highlight multiple items in the list. Press CTRL+A to highlight all the items in the list.
Horizon adds the stand-alone processes to the passkey.
|
6
|
To add program feature privileges, do these steps: |
|
a
|
Click the Program Features tab. |
|
b
|
In the Category drop-down list, choose the category that corresponds to the type of program features you want to add: |
|
•
|
acqman = Acquisitions Manager |
|
•
|
booking = Advanced Booking |
|
•
|
request = Managing Requests |
|
c
|
Click Add to display the Add Program Features window. |
Horizon displays a list of program features for the category you chose.
|
d
|
Highlight the program features you want to add to the passkey. |
Use the SHIFT and CTRL keys as necessary to highlight multiple items in the list. Press CTRL+A to highlight all the items in the list.
Horizon adds the program features to the passkey.
|
g
|
Repeat these steps to add program features for other categories as needed. |
|
8
|
Repeat steps 2 through 7 for each additional passkey you want to create. |
© 1998-2017 Sirsi Corporation