Users
Select User Management > Users.
A user is someone who accesses FME Server applications, services, and other resources. A user can belong to one or more roles.
For more information about users and roles in FME Server, see Role-Based and User-Based Access Control.
When FME Server is installed for the first time, default user accounts are created. Note that the default Status of these accounts, except the admin account, is Disabled.
To customize the display of columns in the Users table, click the Customize Columns icon. The available columns are:
- Name: Name of the user account.
- Full Name & Email: Full name of user and email address.
- Roles : Roles assigned to the user account.
- Type: If the user was imported from Directory Servers, this field displays Active Directory. All other users display System.
- Status: Whether the User account is enabled or disabled. Additionally, an icon displays if the account is configured to require a password change on next login, either explicitly (see below), or because the password has expired.
Quick Tasks
- To enable or disable user accounts, check their corresponding boxes, and click Actions > Enable or Disable.
- To remove users, check their boxes, and click Actions > Remove.
- To add users to roles, select one or more users and click Actions > Add Roles. In the Add Roles dialog, click inside Role(s) to Add and select a role to which to add the user(s). Repeat to add the user(s) to more roles.
Adding and Removing Users
To add a user account, click New. Alternatively, select an existing user and click Actions > Duplicate. A dialog displays to add a new user account. This dialog is similar to Configuring an Existing User, below.
To remove a user account, select it and click Actions > Remove.
Requiring Password Change on Next Login (Multiple Users)
You can require all users, or selected users, to update their passwords upon next login to the Web User Interface. This action may be useful in the event of a security breach of FME Server.
When requiring a password change from multiple users, keep in mind the following:
- You cannot require users imported from Directory Servers to update their passwords. As well, the account implementing the requirement is exempt.
- To set standards for new and updated passwords, see Password Policy.
To require password change on next login (multiple users):
- Select the users who must update their passwords.
- Select Actions > Require Password Change.
- On the Require Password Change dialog, click OK.
Tip: To select all users, check the box beside Name, at the top of the Users table.
Viewing and Configuring User Permissions and Other Settings
To configure an existing user account, click an entry in the table. The Edit User page opens. Configure the following settings, and click OK to save your changes.
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Username
The account name to use for logging in to FME Server. This field displays only when adding a user.
Full Name
Display name of the user account.
Account Enabled
If green (slider to the right), the user account is enabled. To disable the user account, move the slider to the left.
Sharing Enabled
If enabled, the user can share items they own or manage with other users or roles. To disable sharing, move the slider to the left. For more information, see Shared Access
Require Password Change on Next Login
If enabled, the password of this user account must be updated on each subsequent login. This setting is useful for user accounts that are shared among multiple persons.
Tip: To require all or multiple users to update their passwords upon next login, see Requiring Password Change on Next Login (Multiple Users) (above). To set standards for new and updated passwords, see Password Policy.
(Optional) Email address of the user. This field must be set if Reset Password is enabled and you want this user to be able to reset their password.
Assigned Security Roles
Roles to which the user belongs.
To assign roles to the user, click inside the blank space of the field and select a role in the drop-down. To remove roles from the user, click the "x" beside the role name.
Change Password
(Optional) Click to change the password that must be entered by the user to log in.
Tip: To allow users to reset their own passwords, see Reset Password. To set standards for new and updated passwords, see Password Policy.
Permissions
You can give a user access to different functions in FME Server, regardless of assigned role. Check the box beside a function to grant access. If a user already has access through membership in a role, it is indicated with a check icon. Mouse-over an icon to see the role through which permission is granted.
Optionally, you can add permissions to match those from an existing role. Click Load Template. On the Load Template from Role dialog, select the role from which to load permissions, and click OK. This option adds any additional permissions that are not already granted. No permissions are removed. You can click Load Template multiple times to add permissions from more roles.
There are two levels of permissions:
- General: Allows a user to view the corresponding navigation link in the Web User Interface, along with select management functions, depending on the category. For example, if Access is checked beside Repositories, the user can access the Repositories page. Additionally, if Create is checked, the user can create repositories on the Repositories page.
- Item: Allows a user specific permissions on items within functional categories. To view items, click the drop-down icon of a category (v). For example, when you expand the Repositories category, you see the individual repositories on your FME Server, along with the permissions that can be granted for each one.
The following is a detailed explanation of general- and item-level (where applicable) permissions for each category:
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- Access: Access the Automations page, and list workflows and tags.
- Create: Create workflows.
- Read: View a workflow and its log file.
- Write: Edit or remove a workflow.
- Run: Start and stop a workflow.
Individual Automations:
Note: Automations requires additional permissions. You are prompted to grant any additional permissions that are required.
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Manage: Access and manage Broadcast Messages.
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- Access: Access the Database Connections and Web Connections pages.
- Create: Create connections.
- Manage: Access, create, and remove connections.
- Access: Manage web services.
Individual Connections:
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- Access: Access the Dashboards page.
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- Access: Access the Jobs page to view the jobs you have run, or cancel any of your jobs that are currently running or in queue.
- Manage: Access and manage the jobs of all users. You can:
- Cancel any job that is currently running.
- Remove the history of jobs that were previously run.
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- Manage: Licensing, Engines, and Deployment Status.
Note: Licensing permission also requires membership in the fmesuperuser role.
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- Access: Access the /metrics endpoint of the FME Server REST API.
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- Manage: Access Network & Email configurations, except Services.
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- Upload: Allow publishing FME packages from FME Desktop to FME Server.
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- Access: Access the Projects page.
- Create: Create projects.
- Read: View information about a project.
- Write: Edit a project.
- Delete: Delete a project, or delete items from a project.
Individual Projects:
Note: Access or Create permission is not required to have Read/Write/Delete permission on individual projects. These tasks can still be accomplished with the REST API.
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- Access: Access the Publications page.
- Create: Create Notification Service Publications.
- Read: View information about a publication.
- Write: Edit a publication.
- Remove: Delete a publication.
Individual Publications:
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- Manage: Access to Queue Control, except engine assignment rules (also requires Manage permission in Licensing & Engines).
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- Access: Access the Workspaces page.
- Create: Create repositories.
- Download: Download workspaces and other repository items from FME Server into Workbench.
- Read: View repository information.
- Publish: Publish workspaces and other items to the repository from Workbench.
- Run: Run repository workspaces from FME Server.
- Remove: Remove a repository, or remove items from a repository.
Note: Access permission is not required to run a workspace. Only Run permission on the applicable repository is required (see below).
Individual Repositories:
Note: Users must also have Allow permission on the applicable service (see Services) when running workspaces.
Note: You must uncheck all five permissions to completely remove a role from membership with a repository.
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- Access: Access the Resources page.
- Create: Create connections to network resources.
- Access: Read and download a file.
- List: List the folders and files of a resource.
- Write: Write to files.
- Upload: Upload files.
- Remove: Delete files.
Individual Resource connections (top-level folders):
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- Access: Access the Run Workspace page.
- Advanced: Access Job Directives when running workspaces.
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- Access: Access the Schedules page.
- Create: Create schedules.
- Full Access: Edit or delete a schedule.
Individual Schedules:
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- Manage: Access to Security configurations.
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- Access: Access the Gallery Apps page.
- Create: Create new gallery apps.
- Run: Open links in a gallery app.
- Read: Access a gallery app.
- Write: Edit or remove a gallery app.
Individual Gallery Apps:
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- Access: Access the Workspace Apps page.
- Create: Create new workspace apps.
- Run: Run a workspace app.
- Read: Access a workspace app.
- Write: Edit or remove a workspace app.
Individual Workspace Apps:
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- Manage: Configure the FME Server services.
- Full Access: Manage FME Server services.
Individual Services:
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- Access: Access the Streams page.
- Create: Create streams.
- Read: View a stream.
- Write: Edit or remove a stream.
Individual Streams:
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- Access: Access the Subscriptions page.
- Create: Create Notification Service Subscriptions.
- Read: View information about a subscription.
- Write: Edit a subscription.
- Remove: Delete a subscription.
Individual Subscriptions:
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- Manage: Configure system cleanup.
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- Manage: Configure System Events.
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- Access: Access the Topics page.
- Create: Create topics.
- Read: View information about a topic.
- Write: Edit a topic.
- Publish: Publish notifications to a topic.
- Remove: Delete a topic.
Individual Topics:
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- Manage: Configure users and roles.
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Note: Version Control must be enabled to view these permissions.
- Access: Commit versions and view repository history.
- Manage: Enable version control and configure with a remote Git repository.
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- Access: Access the Workbench Studio and Workbench Viewer.