- 06 Jun 2024
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Manage User Profiles
- Updated on 06 Jun 2024
- 5 Minutes to read
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When it comes to managing access and permissions for the Administration, Monitoring, and Analytics Sections, users with administrators' access can use profile templates to efficiently provide authorizations. These templates provide a user-friendly approach by offering predefined sets of permissions that can be customized to specific rule sets.
Rather than manually selecting individual features, profile templates facilitate quick and easy selection, simplifying the process for administrators. This functionality enables administrators to provide similar access levels to various users rapidly, without the need for extensive configuration.
There are two different templates available, the Predefined User Profile Template and the Custom Profile Template. The Predefined Profile Template comes preconfigured with standard sets of permissions suitable for common roles within the organization. Whereas the Custom Profile Template offers flexibility, allowing administrators to provide customized permissions to unique roles based on their business requirements.
Predefined User Profile Template
BizTalk360 comes with three predefined profile templates that the user can select for providing access to the features. These templates come as part of the BizTalk360 installation. They are denoted with suffixes as ‘System Predefined’ in the drop-down in the Add permissions section. When the template is chosen, the corresponding features get selected.
The predefined templates are:
- View only modules - Choosing this template will provide read-only access to few features in BizTalk360This will be helpful for the Level 1 support team.
- Limited operation access - This provides access for the users to operate on Host Instance, applications, and service instances.
- Full access to all modules - As the name implies, the user will have access to all the features when this template is chosen.
Custom Profile Template
To provide access to similar features to Multiple Users, custom profile can be created. Assume that multiple users must be provided access for Administration module within BizTalk360. In such case, the custom template can be selected from the drop-down and Administration access alone can be enabled. Custom templates can be created by following the steps below:
- Log in to the application as a Super User.
- Choose an environment from the environmental panel.
- Navigate to Settings in the left menu bar.
- Select Team Management from the left menu bar.
- Click on the Manage User Profiles option.
- Here, you can create a new template or modify/delete an existing one.
A custom template can be created by providing a name to the template and selecting the features to be added to the template. With this feature, for each custom template, you can select particular permissions and store them as a custom template.
Once the custom templates are created, they will be available in the drop-down in the User Permissions - Features section, where the user can choose the custom template and provide access to the users/groups. Based on the selected custom template, the corresponding features in the template will be available for the users to access.
Available permissions
BizTalk360 offers users detailed control over their access to all the features. At the top level, users can manage:
- Administration
- Monitoring
- Analytics
Each of these categories corresponds to distinct sections within the product. For instance, the Administration section has modules such as Rules, EDI, and ESB Portal, which are accessible via the left-hand side menu. Within each module, users can assign specific permissions, granting varying levels of access and control.
Administration | |
Administration Dashboard | Click on the gear icon to grant access to manage dashboards, widgets and exporting the dashboards. |
BizTalk Services | Message Box Queries - Execute Message Box Queries |
Graphical Flow (Tracking) - Execute queries against the Tracking database. | |
Messages Content/Context - View the Message content or context. | |
BAM - View the BAM views configured and query the results. | |
EDI Reports - Execute EDI reports. | |
EDI Parties & Agreements - Click on gear icon to select the parties and grant access. | |
ESB Exception Data – Execute ESB Exception Data queries. Resubmit ESB Message – Edit fault messages and resubmit them. Delete ESB Message – Delete fault messages and resubmit them. | |
BRE - View the Business rules available. BRE (Create / Save) - Create or save the business rules. BRE (Deploy / Publish) - Deploy or publish the business rules. | |
BizTalk Health Monitor – Trigger BHM runs and views the output of such runs, in case BHM has been integrated into BizTalk360. | |
Best Practice Analyzer - Scan and view the BPA Reports. | |
Infrastructure | Host - View the Host configuration of the BizTalk Group |
Host Instances– View the Host Instances, including their state of the BizTalk Group | |
Message Boxes– View some databases bound parameters about the deployed Message Box databases. | |
BizTalk Servers – View CPU/Memory utilization, Windows NT Services, Event Log entries of the BizTalk Servers | |
SQL Servers – View CPU/Memory utilization, Windows NT Services, Event Log entries of the SQL Servers | |
IIS Servers – View all the websites and app pools in the IIS. | |
Adapters - View the adapters available in the system. | |
Topology – View the topology of the BizTalk environment. | |
SQL Server Instances – View information about the SQL instances which contain the BizTalk databases. | |
Advanced Services | Secure SQL Queries - Click on gear icon to select the query and grant access. |
Advanced Event Viewer – Execute queries against retrieved Event Log entries from BizTalk and/or SQL servers. | |
Backup/DR Visualizer – View configuration of BizTalk Log shipping (if that’s configured in the environment). | |
Tracking Manager – View all the BizTalk tracking settings in one consolidated screen. | |
Manage Tracking – Manage the BizTalk tracking settings. | |
Performance / Tracking Data - | |
Azure Services | View the Azure resources (Service Bus Queues and Topics, Logic Apps, Logic App Standard, Integration accounts and API Apps). |
Manage | |
BizTalk | Host Instances - Manage the Host Instances (Start/Stop/Restart/Enable/Disable). |
Applications - Manage the applications and artifacts within the application. | |
Manage Port - Schedule the service window. | |
Service Instances - Manage Service Instances (Suspend/Terminate/Resume). | |
EDI - Manage EDI Parties and Agreements (Create/Delete/Edit/Enable/Disable). | |
Servers | BizTalk NT Services - Manage BizTalk NT Services. |
SQL NT Services - Manage SQL NT Services. | |
SQL Jobs - Manage SQL Jobs. | |
IIS Websites & App Pools - Manage IIS Websites and App pools. | |
Azure Services | Logic Apps - Manage Logic Apps (Enable/Disable/Delete/Trigger). |
Service Bus Queues - Manage Service Bus Queues (Change queue state/Send Message/Purge Message/Upload Message). | |
Service Bus Topics - Manage Service Bus Topics (Change topics and subscriptions state/Send Message/Purge Message/Upload Message). | |
Monitoring | |
Grant Access To Alarms - Can access the alarm and its details in the monitoring section. Click on the gear icon to select the alarms to provide access. | |
Manage Alarm - Create, Edit/Delete the permitted alarms, including changing their state and managing what needs to be monitored. | |
Monitoring Dashboard - View the Monitoring Dashboard. | |
Azure Service - Set up monitoring for Azure services like Logic Apps, API Apps, and Service Bus queues. | |
Data Monitoring - View/configure Data Monitoring Schedules. | |
Data Monitoring Dashboard - View the Data Monitoring Dashboard. | |
Notification History - View the transmitted alert notifications. | |
Analytics | |
Analytics Dashboard | Click on the gear icon to grant access to manage dashboards, widgets and exporting the dashboards. |
Throttling Analyzer | View the Throttling analyzer. |
APM Integration | Enable integration with APM Integration to push performance metrics to APM Integration. |
Messaging Patterns | View the messaging flows which have been identified by BizTalk360. |
Azure Services | Permission to add and manage azure widgets in analytics dashboard. |
General | |
Manage Knowledgebase | Manage Knowledge Base articles which can be associated with Service instances, Event Log entries, ESB Exceptions, or Throttling states. |
Reporting | Create and maintain BizTalk reports you can receive via email. |
Governance & Audit | View the administration and configuration audit data. |