Resource owners

This section provides information about resource owners.

See the following sections for more information.

Activate the Resource Owner feature

The Resource Owner feature is deactivated by default. To activate this feature, edit the pnserver.config.xml file.

Item	Description / Value
Configuration file	pnServer.config.xml
Computer	ARM-Server
Path	%ProgramData%\protected-networks.com\8MAN\cfg
Code	In the <config> section: <resourceOwner.enabled type="System.Boolean">true</resourceOwner.enabled>
Possible values	true - Resource Owner feature is enabled false - Resource Owner feature is disabled (default)

Assign resource owners using the web client

You can move the GrantMA configuration into the web client. This includes the Resource Owner role.

You can assign this role using the web client. This includes a direct assignment between the resource owner and the resource without the need for creating organizational categories in the data owner configuration.

The functionality is deactivated by default. See Activate the Resource Owner feature for more information.

See GrantMA: Design approval processes (administrator) for more information.

1. Log in to the web client.

2. Click Settings and select Resource owners.

   

3. Locate a resource.

   In the left column Search field, enter a search term to locate a resource.

   

   Optionally, you can locate a resource using the resource tree.

   

   The icons indicate individual assignments and assignments in subdirectories. Gray text indicates that a resource owner is not assigned to the directory. Bold text indicates an existing assignment.

   In the left column, you can enter a term in the search field to find a user or group, click a search result to set an assignment, or click X to delete an existing assignment.

   

Approval flows

When you click Workflows in the toolbar, you can assign a workflow to a user. For example, you can design individual approval flows with the resource owner as an approver.

Import or export resource owner configurations

You can automate and accelerate the resource owner assignments by editing a CSV file. Import or export the assignments to transfer the configuration from one system to another—for example, from a testing to a productive environment.

See GrantMA: Design approval processes (administrator) for more information.

1. Log in to the web client.

2. Verify that you assigned the resource owners as required.

3. In the left column, click Settings and select Resource owners.

4. In the right column,, click Export configuration and export the configuration to a CSV file.

   

   The exported file is processed as a download. The file displays at the bottom of your web browser window based on your type of browser.

   

   Below is a CSV file example.

   The assignment must always be one-to-one.

   

5. Edit the CSV file as required.

6. Import the file.

   

   1. Click Load CSV file.

   2. Click New to clear the loaded list.

   3. Click Import.

7. Select the checkbox to delete the existing configuration before the import.

   Otherwise, leave the checkbox unselected. The import will be added. No duplicates will be generated.

   

8. Click Import data

   The web client shows you where errors occurred during import.

9. Edit the fields in the table to fix small errors.