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How to

How to


Products: AS-B, Edge Server, Enterprise Central, Enterprise Server, AS-P, Virtual Project Servers
Functionalities: User Management
Product version: 2023, 2024
12/17/2022

Creating a User Account

You create and configure a user account for each person requiring access to the EcoStruxure BMS.

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A user account can be a member of one or more user account groups and belongs to a particular domain.

User Accounts

A user account uniquely identifies a user to the system. When setting up user accounts, keep the following points in mind:

  • Configure as few settings as possible at the user account level.

  • Assign a required user name and password, which the system uses for identification and authentication purposes. For more information, see Password Administration .

  • The user account is unique within the domain it belongs to. For example, an admin user account is located in Domain A. This account cannot be used to administrate Domain B. For more information, see Domains .

  • Manage accounts at the domain level using a default administrator account. For more information, see Administration Accounts in EcoStruxure BMS Server Local Domain .

  • Track user activity at the user-account level. For more information, see Audit Trailing of User Activity .

User Account Groups

A User Account Group can contain both user accounts and other user account groups. To facilitate the creation and administration of users, assign software permissions and workspaces to user account groups instead of individual user accounts.

In this example, Paul is a member of the Janitor group and the Administrator group. His account inherits the software permissions and workspaces of both groups. Susan is a member of the Administrator group and inherits the software permissions and workspaces of the Administrator group.

 
action_zoom_plus_stroke A user account belongs to a domain and is a member of one or more user account groups

A user account belongs to a domain and is a member of one or more user account groups

Note:
  • Although user accounts are members of user account groups, they are not physically stored in user account groups. Instead, user accounts and user account groups are parallel entities so that individual accounts can be members of one or more groups.

Windows Active Directory User Groups

You can map Windows Active Directory groups to EcoStruxure Building Operation user account groups if the EcoStruxure Building Operation software runs on a network that uses this directory to manage users and user account groups. An EcoStruxure Building Operation user account group that includes a Windows account group can be member of another EcoStruxure Building Operation user account group.

For more information, see Windows Active Directory User Groups .

WorkStation Account Management

​As a WorkStation administrator, you can change passwords, track user activities, validate accounts, and set up user and user and user group accounts.

For more information, see WorkStation Account Management .

To create a user account
  1. In WorkStation, in the System Tree pane, select the EcoStruxure BMS server you want to configure.

  2. Click the Control Panel tab.

  3. Click Account management .

  4. In the Domain box, select the domain the account is to be created in.

  5. In the User Accounts area, click Add .

  6. In the Create Object wizard, in the Name box, type a name for the user account.

  7. In the Description box, type a description.

  8. Click Next .

  9. In the General page, in the First name box, type the user's name.

  10. In the Middle name box, type the user's middle name.

  11. In the Last name box, type the user's last name.

  12. In the Home email address box, type the user's email address.

  13. In the Work email address , type the users work email address.

  14. In the Expires on box, enter a date and time when the user account expires or leave these fields empty if you do not want the user account to expire.

  15. ​In the Password box, type a password for the user.

    Note:

    The password is validated against the criteria for passwords in the EcoStruxure Building Operation software.

  16. In the Confirm Password box, type the password again.

  17. Click Create .

  18. Click OK .

  • User Accounts and User Account Groups
  • Control Panel Tab
  • Workspace Wizard – Workspace Configuration Page
  • Workspace Wizard – Pane Configuration Page
  • Software Permissions, User Accounts, and User Account Groups
  • Creating a User Account Group
  • User Account Wizard – General Page
  • ​User Account Wizard – Member Of Page