Steps to Create a Custom Security Design
Complete the following steps to create a custom security design.
Tip:CSM is shipped with an
OOTB security
design complete with
OOTB Security Groups,
OOTB Roles,
OOTB Teams/Workgroups,
and
OOTB security
settings. We recommend that you start with this design, and then tailor
it to meet your needs.
To create a custom security design:
- Review the OOTB security design: To understand the OOTB Security Groups, Roles, and Teams/Workgroups.
- Design your security model:
- Identify which Security Groups you will need and the defined set of security rights (access to functionality and data) for each.
- Identify which Roles you will need.
- Identify which Teams/Workgroups you will need.
Tip: Complete the User/Customer Worksheet to determine which Security Group and Teams/Workgroups to assign each User/Customer to.
- Create Security Groups.
- Create Roles.
- Create Teams (for Users) and Workgroups (for Customers).
- Add your people:
- Create User Profiles: Create a User Profile for each CSM User.
- Create
Customer Profiles (Customer Records): Create a Customer Record for each
Customer you support. If a Customer requires login access to a
CSM Customer Portal, you must also create Portal login credentials.
Tip: To save time, you can import Users/Customers already stored in a Directory Service (example: Active Directory®).
- Configure Security: Configure rights to access security functionality, as well as system security settings (ex: Login, authentication, inactivity, password enforcement, etc.).