Updating Security

After you set up your security settings, you may need to make changes from time to time as your library staff changes, as responsibilities change, or when you upgrade to a new version of Horizon.

If you are new to Horizon security, read About Security before you begin making changes.

This section provides a quick reference for all the security-related tasks you can perform. Brief instructions are included for creating, changing, and deleting security elements. Cross-references are provided to more detailed information.

If you are creating new elements, you may want to refer to the tasks in the previous section, Setting Up Security, for more detailed instructions and for a list of field descriptions.

This section explains these topics:

Updating Users

Updating Users

Task

Quick Steps

For more information, see

Add a user

From scratch:

1 Start the User Manager process.
2 Click New.
3 Complete the fields in the window.
4 Click the Groups tab and add the user to one or more groups as needed.
5 Save your changes.

 

By copying an existing user:

1 Start the User Manager process.
2 Highlight the user you want to copy.
3 Click Copy.
4 Enter a login name in the User field.
5 Enter the user’s name in the User Name field.
6 Enter a new password or mark Password change required at next logon.
7 Change any other information as needed.
8 Click the Groups tab to add the user to one or more groups as needed.
9 Save your changes.

Task 5: Set Up User Definitions

Delete a user

1 Start the User Manager process.
2 Highlight the user you want to delete.
3 Click Delete.
4 Click Yes to delete the user definition.

 

Disable a user

1 Start the User Manager process.
2 Highlight the user you want to disable.
3 Click Edit.
4 Mark User Disabled.
5 Save your changes.

User Disabled

Disable a user on a specific date

1 Start the User Manager process.
2 Highlight the user you want to disable.
3 Click Edit.
4 Mark User expires on and enter a date.
5 Save your changes.

User expires on

Expire a user’s password

1 Start the User Manager process.
2 Highlight the user whose password you want to expire.
3 Click Edit.
4 Mark Password change required at next logon.
5 Save your changes.

User expires on

Change a user’s password

(If you want to have the user change his or her password, see “See "Expire a user’s password"” instead.)

1 Start the User Manager process.
2 Highlight the user whose password you want to change.
3 Click Edit.
4 In the User Password field, type the new password over the existing one.
5 Press TAB.
6 Horizon prompts you to re-enter the password to confirm that you entered it correctly.
7 Re-enter the password and click OK.
8 Save your changes.

See "User Password"

Make batch changes to users

1 Start the User Manager process.
2 Highlight the users you want to change.
3 Click Batch.
4 Update the fields as necessary.
5 Click OK.

Password change required at next logon

Updating Passkeys

Updating Passkeys

Task

Quick Steps

For more information, see

Add a passkey

From scratch:

1 Start the Pass Key Manager process.
2 Click New.
3 Enter a name and description for the passkey.
4 Add views, stand-alone processes, and program features as needed.
5 Save your changes.

 

By copying an existing passkey:

1 Start the Pass Key Manager process.
2 Highlight the passkey you want to copy.
3 Click Copy.
4 Enter a name in the Pass Key field.
5 Change the description in the Description field.
6 Add or delete views, stand-alone processes, and program features as needed.
7 Save your changes.

Task 2: Set Up Passkeys

Delete a passkey

1 Start the Pass Key Manager process.
2 Highlight the passkey you want to delete.
3 Click Delete.
4 Click Yes to delete the passkey.

 

Add a privilege to a passkey

1 Start the Pass Key Manager process.
2 Highlight the passkey to which you want to add a privilege.
3 Click Edit.
4 Click the tab that corresponds to the type of privilege you want to add.
5 If you are adding a program feature, choose the the appropriate category from the Category drop-down list.
6 Click Add.
7 Highlight the privileges you want to add.
8 Click Add.
9 Save your changes.

Task 2: Set Up Passkeys

Remove a privilege from a passkey

1 Start the Pass Key Manager process.
2 Highlight the passkey from which you want to remove a privilege.
3 Click Edit.
4 Click the tab that corresponds to the type of privilege you want to remove.
5 If you are removing a program feature, choose the appropriate category from the Category drop-down list.
6 Highlight the privileges you want to remove.
7 Click Remove.
8 Click Yes to remove the privileges.
9 Save your changes.

Task 2: Set Up Passkeys

Assign a passkey to a user

1 Start the User Manager process.
2 Highlight the user to whom you want to assign a passkey.
3 Click Edit.
4 In the Pass Key drop-down list, choose the passkey you want.
5 Save your changes.

Pass Key

Updating Roles

Updating Roles

Task

Quick Steps

For more information, see

Add a role

From scratch:

1 Start the Role Manager process.
2 Click New.
3 Enter a name, security level, and owner for the role.
4 Use the Add button to add privileges to the role as needed.
5 Click the Cataloging tab to add CRUDO setting for bibliographic records as needed.
6 Save your changes.

 

By copying an existing role:

1 Start the Role Manager process.
2 Highlight the role you want to copy.
3 Click Copy.
4 Change the name in the Role Name field.
5 Change the security level and owner, if needed.
6 Use the Add and Remove buttons to add or remove privileges as needed.
7 Use the Modify button to change the permission for a privilege if needed.
8 Click the Cataloging tab and change the CRUDO settings if needed.
9 Save your changes.

Task 6: Set Up Roles

Delete a role

1 Start the Role Manager process.
2 Highlight the role you want to delete.
3 Click Delete.
4 Click Yes to delete the role.

 

Add a privilege to a role

1 Start the Role Manager process.
2 Highlight the role to which you want to add a privilege.
3 Click Edit.
4 Click Add.
5 Highlight the privileges you want to add.
6 Under Permission, choose the permission you want for the privileges.
7 Click Add.
8 Click Close.
9 Click Save.
10 Click Close.

Task 6.1: Create Role and Add Privileges

Remove a privilege from a role

1 Start the Role Manager process.
2 Highlight the role from which you want to remove a privilege.
3 Click Edit.
4 Highlight the privileges you want to remove.
5 Click Remove.
6 Click Yes to remove the privileges.
7 Save your changes.

Task 6.1: Create Role and Add Privileges

Add or change CRUDO settings for a role

1 Start the Role Manager process.
2 Highlight the role whose CRUDO settings you want to change.
3 Click Edit.
4 Click the Cataloging tab.
5 In the Record Type drop-down list, choose the record type you want.
6 Change the CRUDO settings as necessary.
7 Save your changes.

Task 6.2: Add CRUDO Settings to a Role

Change the permission for a role privilege

1 Start the Role Manager process.
2 Highlight the role that contains the privilege whose permission you want to change.
3 Highlight the privilege whose permission you want to change.
4 Click Modify.
5 Choose the permission you want.
6 Click OK.
7 Save your changes.

Task 6.1: Create Role and Add Privileges

Updating Ownerships

Updating Ownerships

Task

Quick Steps

For more information, see

Set up an owner

1 Start the Ownership Manager process.
2 Click New.
3 Enter a name for the owner in the Descr field.
4 Save your changes.

Task 3: Set Up Record Ownership

Delete an owner

If the owner is assigned to any records, those records will no longer have an owner after you delete the owner, and no users will be able to access the records until a new owner is assigned.

1 Activate the Ownership Manager process.
2 Highlight the owner you want to delete.
3 From the File menu, choose Delete Record.
4 Click OK to delete the record.

 

Assign an owner to a record

1 Create a new record, or access an existing record.
2 In the Owned By field, choose an owner for the record.

The name of this field may vary from record type to record type (for example, “User Owned By” on user records, and “Role Owned By” on role records).

3 Save the record.

Task 3.2: Assign Owners to Records

Change the default owner for a user

1 Start the User Manager process.
2 Highlight the user whose default owner you want to change.
3 Click Edit.
4 In the Default Owner drop-down list, choose the default owner you want for the user.
5 Save your changes.

Default Owner

Change the owner associated with a role

To change the owner associated with a role, you must remove the role/owner pair, then add the role again for the new owner.

1 Start the Group Manager process.
2 Highlight the group with the role/owner pair you want to change.
3 Click Edit.
4 Click the Roles tab.
5 Highlight the role/owner pair you want to remove.
6 Click Remove.
7 Click Yes to remove the role/owner pair.
8 Click Add.
9 In the For Owner drop-down list, choose the owner you want to associate with the role.
10 Highlight the role.
11 Click Add.
12 Click Close.
13 Save your changes.

Task 7: Set Up Groups

Updating Groups

Updating Groups

Task

Quick Steps

For more information, see

Add a group

From scratch:

1 Start the Group Manager process.
2 Click New.
3 Enter a name, security level, and owner for the group.
4 Use the Add button to add users to the role as needed.
5 Click the Roles tab.
6 Use the Add button to add roles to the group as needed.
7 Save your changes.

 

By copying an existing group:

1 Start the Group Manager process.
2 Highlight the group you want to copy.
3 Click Copy.
4 Change the name in the Group Name field.
5 Change the security level and owner, if needed.
6 Use the Add and Remove buttons to add or remove users as needed.
7 Click the Roles tab.
8 Use the Add and Remove buttons to add or remove roles as needed.
9 Save your changes.

Task 7: Set Up Groups

Delete a group

1 Start the Group Manager process.
2 Highlight the group you want to delete.
3 Click Delete.
4 Click Yes to delete the group.

 

Add a user to a group

1 Start the Group Manager process.
2 Highlight the group to which you want to add a user.
3 Click Edit.
4 Click Add.
5 Highlight the user you want to add.
6 Click Add.
7 Click Close.
8 Save your changes.

Task 7: Set Up Groups

Add a role to a group

1 Start the Group Manager process.
2 Highlight the group to which you want to add a role.
3 Click Edit.
4 Click the Roles tab.
5 Click Add.
6 In the For Owner drop-down list, choose the owner you want to associate with the role.
7 Highlight the role you want to add.
8 Click Add.
9 Click Close.
10 Save your changes.

Task 7: Set Up Groups

Remove a user from a group

1 Start the Group Manager process.
2 Highlight the group from which you want to remove a user.
3 Click Edit.
4 Highlight the user you want to remove.
5 Click Remove.
6 Click Yes to remove the user.
7 Save your changes.

Task 7: Set Up Groups

Remove a role from a group

1 Start the Group Manager process.
2 Highlight the group from which you want to remove a role.
3 Click Edit.
4 Click the Roles tab.
5 Highlight the role you want to remove.
6 Click Remove.
7 Click Yes to remove the role.
8 Save your changes.

Task 7: Set Up Groups

 


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