How do I give new users access to my DSaaS environment?

You create the users in the configuration files and then request that IXIASOFT create the Active Directory account.

Description

Adding users is a two-step process:
  1. You create the user in the users.xml configuration file, which gives the user access to IXIASOFT CCMS Web and IXIASOFT CCMS Desktop access.
  2. IXIASOFT creates the user in Active Directory, which allows RDP access.
Note:

If you have SSO and your user is only using IXIASOFT CCMS Web, you can update the users.xml file and there is no need to open an OTRS with IXIASOFT Customer Support. With SSO, you need to request access from IXIASOFT only for users using IXIASOFT CCMS Desktop.

Solution

  1. Create the user in users.xml. Do one of the following:
    Option Steps
    IXIASOFT CCMS Web
    • In IXIASOFT CCMS Web, click Administration > User Management.
    • Click Edit.
    • Add the new user.
    • Click Save.
    IXIASOFT CCMS Desktop
    • In the TEXTMLAdministration perspective, right-click the docbase name.
    • Click CCMS Admin > Manage Users.
    • Click the Lock icon.
    • Add the new user.
      Tip: You can clone an existing user using the right-click menu option.
    • Click the CheckIn Document icon.
    Note: IXIASOFT does not recommend manually editing the /system/conf/users.xml file as there is no error checking and it can break the configuration.
  2. If using IXIASOFT CCMS Web, click Administration > General > Refresh Web Server.
  3. If the user requires access to IXIASOFT CCMS Desktop via RDP or if SSO is not implemented, create a CSV file with the following columns filled in for each user. You can also request a CSV template by opening an OTRS ticket with the Support team. image of a new user csv file
    Note: The column for Web only means the user requires access to the Web but not RDP. By default, RDP access includes Web. Therefore, if you want the user to have access to Web, Prod RDP, and Test RDP, fill in the file as shown in the example.