Configuration Management Security Roles

You can use the Configuration Management Security role to allow permissions for managing configuration items, services and related entities within the CMDB. It also includes permissions for viewing, creating, updating and deleting CMDB item details, attaching objects to CMDB items and forms. This is where you would manage such roles as Change Manager, Configuration Manager, Service Portfolio Manager and Service Catalog Manager.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

1. Display the Configuration Management Security Roles details window, if it is not already on screen.

    

   Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane, locate the System group , scrolling up or down if necessary. You may need to expand the group to see the options within it.

   Expand the Security Roles group in the Explorer pane , scrolling up if necessary. Select the Configuration Management option from the list in the Explorer pane. A browse table displays all of the existing Configuration Management security roles.

   The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

   If you want to create a role, select and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select .

2. Assign the global permissions for the security role:

Disable CMDB Security	Analysts with this role have unlimited access to the CMDB. Select this option to effectively turning off the granular security system for access to the CMDB. All CMDB items will open in edit mode, regardless of other permissions. Leave this deselected to assign specific permissions to the role.
External Resource Search	Analysts with this role can search for CMDB items from the External Resources Search window. Analysts with this permission are restricted to a Cached Resource Search so searches can only return CMDB details that have been imported and not excluded from the Federated CMDB. This option also allows Analysts to view external resource data via the Linked Resources option. You cannot select this option if Disable CMDB Security is selected
Federated CMDB Admin	Analysts with this role can import CMDB Items from the External Resource Search window. They can also perform a Full Resource Searchsearch for Item Details within the CMDB which have not been imported into vFire Core, access the Federated CMDB Administration windows and access and process Discrepancy Reports through the CMDB Item Details Explorer option of the same name. This option is only enabled if External Resource Search is selected.

3. Having set the global permissions, you can use the tabs to set specific permissions.

Each tab contains options for viewing, creating, updating and deleting CMDB entities as well as viewing and adding stakeholder information and managing objects. More specifically, the tabs are organized as follows:

CMDB Items	Options relating to CMDB items, including configuration items, services, service actions and service bundles
People	Options relating to people, including Users, Analysts and External Contacts
Organizations	Options relating to organizations including external suppliers
Locations	Options relating to physical addresses
Contracts	Options relating to contracts
Subscriber Groups	Options relating to subscriber groups
Cost Centers	Options relating to cost centers
Jurisdictions	Options relating to jurisdictions
Forms	Options controlling access to forms and assigning access levels to forms

4. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.