User Creation
Create the user using the right User Type (Global Planner should be only for users that will run calculations)
- What is the scope needed for the user ?
- Is this user will replace an existing user?
- Yes: Who ? Can we deactivate the old one ? When ?
Create the user as follows:
> The user Name : Windows ID
> The Description: GBU - Name Last Name - Role
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.
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"
- Condition type : filter applied to record codes
- Selection mask: User ID
- Parent master table: Supply Planner
> 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 :
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)
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)
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
