System Administration Overview

The administration section of Process Director is completely web-based, giving you full control of accessibility anywhere. You may access the administration section by navigating to http://[your-server-name]/admin/admin.aspx.  You must be a System Administrator or on the local server to access this area of the installation. There are two different types of admin permissions: System Administrator and Partition Administrator.

System Administrator

A user may only be a System Administrator if the checkbox for System Administrator is checked in the user’s profile. The user can only be granted that permission by a System Administrator.  A System Administrator has the ability to configure Process Director and has access to the administration section of the server.  The System Administrator has a subset of permissions that can be given to an individual user.

ADMINISTRATOR TYPE DESCRIPTION

System Configuration Admin

A subset of the System Administrator user, with access only to the Configuration tab.

System User Admin

A subset of the System Administrator user, with access only to the User Administration tab.

System Installation Admin

A subset of the System Administrator user, with access only to the Installation Settings tab.

System Troubleshooting Admin

A subset of the System Administrator user, with access only to the Troubleshooting tab.

A user can be configured with one or more of these options. If user is configured as System Administrator, all of these options are selected.

NOTE:  If values are entered in the Local IP Addresses under Properties, Installation Settings, the above user settings are ignored and full access is granted as if a System Administrator.

You can also access the IT Admin area on the server locally without logging in.

Partition Administrator

A user may be an administrator if the user is in an “administrators” group.  An administrator doesn't have access to the IT Admin area of the server, but is an administrator of the partition, which grants full permission on every Content List object on that partition, regardless of permission settings.

Custom Variables

A number of default and administrative system settings are addressed through the use of Custom Variables in the Customization file. Please refer to the Customization file topic of the Developer's Reference Guide for a complete list of these Custom Variables and their settings.

Documentation Organization

This document is divided into four main sections, each of which contains topics specific to that section. You can navigate to each section using the Table of Contents displayed on the upper right section of this page, or by using one of the links below:

IT Admin Area: Documentation about the Administrative user interface of Process Director's IT Admin area.

Meta Data Administration: Basic documentation about the use of Meta Data in a Process Director installation. Detailed use and implementation of Meta Data is covered in detail in the Meta Data topic of the Implementer's Reference Guide.

Common Admin Actions: Documentation about common administrative tasks and system configurations, in addition to configuration tasks that might be performed via the user interface of the IT Admin area.

Miscellaneous Administration Notes: Notes about various common issues that might occur and resolutions/workarounds that might be needed. This section primarily covers issues that arise from third-party or database component providers.