When we receive a request for a User Creation for TS here are the following steps:
| # | Actions to do |
|---|---|
| 1 | User Creation Create the user using the right User Type (Global Planner should be only for users that will run calculations)
Create the user as follows: > The user Name : Windows ID > The Description: GBU - Name Last Name - Role |
| 2 | Associate the user to the right user(s) group(s) For S&OP Planners, first create a specific user group for the user Duplicate an existing user group and update name + user’s list :
For an S&OP Planner, associate 2 user groups : TS - WS - S&OP Manager + his/her own specific group
For users with modification rights on a BU’s full scope : choose the authorized scope
Warning : this user will block other users from the same BU when connecting on the Workspace TS - A2 S&OP Planning If the user also needs to have access to P&I workspaces, add him to the P&I - TS user group.
The scope of action will be the same than the one defined in Dynasys DIP. |
| 3 | If the user is S&OP Planner (prod planner and/or distribution planner and/or master planner) > Add a new line in the MasterTable Supply planner
> Create a condition for the new user (duplicate another one, and change the name and Windows ID) : "TS - Supply Planner - Country / User"
> Update the advanced security for the Master Table Supply Planner and the Master Table SKU
> Update the advanced security for the Master Table Resource : If the user is not a prod planner (example : Ignacio Guerrero) => put Modify none
> Add the user to the list in the Datafield TS - All Planners
(you can also use the Workspace TS - A0 User Right / Tab "List of planners" to do this modification) > Do an update of condition on the datafield TS - All planners > In the MasterTable Supply planner, 2 conditions must be ticked:
> Update the security for Workspaces to give access to the user :
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| 4 | Give access to User Right Management Workspace (for S&OP Planners and Planning Managers) : This workspace can be accessed by each user, but to prevent users from blocking each other, it is accessed with a specific user account. => you need create a new user with this settings : Name : Windows ID_URMS User type : Collaborator Account Activation : Disabled Membership group of definition : TS - WS - User right
the user will need to switch to this user to be able to access the Workspace (see dedicated wiki page) |
| 5 | Back-up management (for S&OP planners) To allow one user (User 1) to connect under someone else’s scope (User 2) with modification rights, we need to create a back-up user for User 2 > you need create a new user with this settings : Name : Windows ID_Backup User type : Collaborator Account Activation : Disabled Membership group of definition : same as the normal user (in this case user MX70072)
User1 will need to switch to this back-up user (shortcut) to be able to change scope (see dedicated wiki page) |
| 6 | Give access to WW scope on read-only mode For SCE users for instance (need to access in modification mode for P&I workspaces, read-only for DIP-PP) To allow one user to access the DIP-PP workspaces with a read-only authorization > create a new user with this settings : Name : Windows ID_WW User type : Collaborator Account Activation : Disabled Membership group of definition : same as the normal user > Update the advanced security for the Master Table SKU → allow no modification
> Update the security of the Workspace TS - A2 S&OP Review This workspace is the same as TS - A2 S&OP Planning, but with no modification allowed
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