Altium Designer Documentation

Adding Users & Roles

Modified by Jason Howie on May 23, 2019
All Contents

User Management for Altium Concord Pro is performed from the Team area of the browser interface, accessed from an external browser. This provides the interface to the Identity Service (IDS), with which to define Concord Pro Server (and other service) access, through specification of Users and Roles.

User management is performed through the Team area of Altium Concord Pro's browser interface.

Controls are spread over the following sub-pages:

  • Users - use this page to create and manage a list of users; people who are to have access to Altium Concord Pro and/or the associated technologies installed with it.
  • Roles - use this page to create and manage a list of roles; roles allow you to further organize your users according to, for example, the particular section of the organization in which they are involved, or the design team they are in. Roles also make the sharing of Concord Pro content, and the configuration of other Concord Pro-served technologies, more streamlined.
  • LDAP Sync - use this page to configure and run an LDAP Sync task. This allows the administrator of your Altium Concord Pro installation to leverage the network domain’s existing username and password credentials, so that user credentials do not have to be created manually one at a time on the Users page. When setup correctly, the Users page will automatically populate with user credentials, enabling any user listed to sign into Altium Concord Pro using their regular corporate network username and password.
  • Sessions - use this page to quickly assess which of your users are currently signed into Altium Concord Pro. Provision is made for an administrator to terminate a user's access to Concord Pro by effectively 'killing' their active session, thereby freeing connections to Concord Pro for use by others.
Only an administrative user has full access to management controls. While a non-administrative user can browse Users and Roles, they cannot access LDAP Sync or Sessions. And while management of users by a non-administrative user is not generally possible, they are able to change the profile of their own user - including changing username and password, and uploading a photo.

Users

Management of users for access to Altium Concord Pro and related services is performed from the Users page, by an administrator of that Concord Pro installation. A user is simply a person who it is intended will need access to Altium Concord Pro.

Two administrative users are provided with a new Altium Concord Pro installation - admin and System. The former, which is visible from the Users page, allows you to quickly get access to Concord Pro as an administrator. Once you have added other users, you can keep and edit the admin user (change its name and password for example), or delete it. The System user, which is not visible from the Users page, is used for all background tasks (including LDAP Sync, and Notifications). This user is permanently online. It does not, however, use a connector license.

Create a 'database' of people who are to have access to Altium Concord Pro, from the Users page of the browser interface.

All defined users are presented in a flat listing.

Within the main listing, each user is displayed in terms of the following information:

  • Type - represented by a default icon as being either an administrator for the Concord Pro installation (), or a standard user/non-administrator (). Hovering over the image will provide a textual confirmation of this (Admin, or User).
An image can be uploaded while editing the information for an existing user, replacing the default icon. This could be the user's actual photo, so that other users can quickly put a face to a name. For the default admin user, the following image is used: .
  • User Name - the defined username for the user, used as part of their credentials for accessing Altium Concord Pro.
  • First Name - the user's first name.
  • Last Name - the user's last name.
  • Email - the user's email address.
  • Online - reflecting the active state of the user, in relation to whether they are currently signed into Altium Concord Pro (online, ) or not (offline, ). Administrators can kill active sessions to free up connector licenses if needed. This is performed from the Sessions page.

The Edit () and Remove () controls associated with a user enable you to edit the details for that user, or to remove them (preventing access to Altium Concord Pro) respectively. Non-admin users can only edit themselves. Currently signed-in users cannot be removed (you can only remove offline users).

Users can be sorted by User Name, First Name, Last Name, or Email, using the column header in each case. Click once to sort in ascending order, click again to sort in descending order. In addition, you can search for a user by User Name, First Name, or Last Name, using the dedicated Search field at the top-left.
Any number of users may be registered to access and use Altium Concord Pro, but only a licensed number will be allowed to connect to it simultaneously. This number is determined by the seats of the purchased Client Access Licensing.

Adding a New User

To add a new user for Altium Concord Pro access, click on the  button, located at the top-right of the page. A pop-up window will appear in which to specify the contact details, login credentials, and additional role membership for that user.

A non-administrative user cannot add new users.

When you click to add a new user, you will be presented with a window in which to specify that user, and their role membership. Hover the mouse over the image to see this.

Specify details for the user. The following are required fields:

  • First Name
  • Last Name
  • User Name
  • Password

The User Name and Password become that user's login credentials for access to Altium Concord Pro.

You will be prevented from trying to add another user with the same User Name as an existing user.

Altium Concord Pro supports two modes of user authentication when accessing the server:

  • Built In - this is provided courtesy of Concord Pro's own Identity Service (IDS). The user accesses Altium Concord Pro by entering the credentials initially supplied to them by an administrator for the Concord Pro installation.
  • Windows - using Windows Domain Authentication. The user accesses Altium Concord Pro by entering their Windows login credentials. Windows authentication is only available for Altium Concord Pro installed on a PC that is part of a domain.

Setting the required mode of authentication is performed when initially adding a user to Altium Concord Pro, but can be switched at any stage thereafter.

Mode is specified using the Authentication field. By default, Built In mode is used. To use Windows Domain Authentication, click on this field and choose Windows from the drop-down. The sub-fields change from User Name and Password, to User Name and Domain respectively. The Domain field is pre-filled with the name of the domain of which the PC is currently part. Enter the User Name to be exactly the same as the User Name for that user's Windows login.

Under Windows Domain Authentication, users need to be managed externally as part of the organization's Windows network administration. Username and Password maintenance (and issues) are handled by your Windows Network Administrator. If a user's Windows Domain Username changes, this must be updated for that user on the Concord Pro side too, otherwise access to Concord Pro will not be possible.
Use the LDAP Sync page to configure and run an LDAP Sync task. This allows an administrator of your Altium Concord Pro installation to leverage the network domain’s existing username and password credentials, so that user credentials do not have to be created manually one at a time on the Users page. When setup correctly, the Users page will automatically populate with user credentials, enabling any user listed to sign into Altium Concord Pro using their regular corporate network username and password. When signing in to your Altium Concord Pro installation, to use your Windows login credentials - taking advantage of Concord Pro's support for Windows Authentication - enable the Use Windows Session option (browser interface), or Use Windows Session credentials option (Sign in dialog in Altium Designer).

You can also specify which of the existing roles (if defined) the user is to be made a member of, if required. Start typing the name of a role in the New Roles field to pop-up a list of matching roles. Select the required role from this list. If the user is required to have administrative powers, select the Administrators role, which is a default role already available. Multiple roles can be chosen for assignment. Assigned roles will appear in a User Roles region, once the user has been saved (created). To remove a role prior to final assignment, click the delete cross, to the far right of its name.

Role assignment may be specified at any stage from the Roles page, but if roles exist, it can be easier to do this at the time of user creation.

Add the new user to any currently defined roles, as required. Hover the mouse over the image to see how that
information will appear, after the user is saved/created.

Once all details are filled out and specified as required, click the  button - the new user will be created and added to the list of users with access to Altium Concord Pro.

An example new user added to the list of users who can access Altium Concord Pro.

Password

When using Built In authentication, the access credentials for a new user need to be defined initially by an administrative user, since a non-administrative user cannot add new users (and therefore themselves). However, once added, a non-administrative user can access and change their own details - including User Name and Password - at any stage. This allows non-admins to securely register their own access credentials, without sharing their password with anyone else, including an administrative user.

Of course, if a non-administrative user forgets their password, they will not be able to sign in through the browser interface to access and change it! In this case, they will need to notify an Admin to effectively 'reset' their password for them. This simply involves the administrator:

  • Accessing the details for the user and entering a new password in the Password field.
  • Clicking  to effect the change.
  • Communicating the new password back to that user.

The non-administrative user can then access their user and switch out this new, temporary password, with another one of their own creation.

Under Windows Domain Authentication, Password maintenance (and issues) is handled by your Windows Network Administrator.

Editing an Existing User

Clicking on an individual user's User Name in the list, or using the associated Edit control (), accesses their full user details. Make any changes to the contact details for that user, their login credentials, and role assignment as required. You can also upload a photo for the user, which will replace the default icon (click the Upload Photo control).

A non-administrative user can only make changes to their own user.

Access and make changes to a user as required.

To remove the user from a particular role in which they are currently a member, uncheck the associated Member option for that role. The role will be removed from the list upon saving the changes.

When all modifications have been made as required, click the  button to effect those changes.

Removing a User

To remove a user, use the associated Remove control (). A dialog will appear asking for confirmation to proceed with the deletion. Click OK to proceed, after which the user will be removed from Altium Concord Pro's user database. They will no longer have access to Altium Concord Pro.

A user cannot remove themselves. Only offline users can be removed. A non-administrative user cannot remove others.
The remove operation cannot be undone. If you remove a user by mistake, you will need to add that user back, in the same way that you would add any new user.

Roles

Management of roles for Altium Concord Pro is performed from the Roles page, by an administrator of that Concord Pro installation. Roles allow you to further organize your users according to, for example, the particular section of the organization in which they are involved, or the design team they are in. Roles also make the sharing of Concord Pro content, and the configuration of other Concord Pro-served technologies, more streamlined.

A single role - Administrators - is defined by default for Altium Concord Pro, when the option to install sample data is not enabled during installation. This role gives administrative privileges to its members. Anyone who is a member of this role has complete access to Altium Concord Pro, and all associated technologies and services through the browser interface. If the option to install sample data is enabled during installation, this role, and a few other sample roles will be defined ready, including the Librarians role, which is used by default as the defined Librarian role for the Part Requests feature (this of course can be changed as required).
The same user can be a member of any number of defined roles.

Create specific roles (or 'memberships') of users, from the Roles page of the browser interface.

All defined roles are presented in a flat listing.

Within the main listing, each role is displayed in terms of the following information:

  • Role Name.
  • Members - how many defined users are part of this role.

The Edit () and Remove () controls associated with a role enable you to edit the details for that role, or to remove it, respectively. The Administrators role cannot be removed. Non-admin users can only view roles, they cannot edit or remove them.

Roles can be sorted by Role Name using the column header. Click once to sort in ascending order, click again to sort in descending order. In addition, you can search for a role by this criteria, using the dedicated Search field at the top-left.

Adding a New Role

To add a new role, click on the  button, located at the top-right of the page. A pop-up window will appear in which to define the role, in terms of its name and members.

A non-administrative user cannot add new roles.

When you click to add a new role, you will be presented with a window in which to specify that role, and its members. Hover the mouse over the image to see this.

Use the Role Name field to enter a meaningful name for the new role. For example this may be a name that is reflective of the task performed by its members. This is a required field.

You will be prevented from trying to create two roles with the same name.

You can also specify constituent users for the role (its members). Start typing the full name, username, or email address of a user in the New Members field, to pop-up a list of matching users. Select the required user from this list. Multiple users can be chosen as members of the role. Assigned users will appear in a Members region, once the role has been saved (created). To remove a user prior to final membership, simply click the delete cross, to the far right of their name.

Role membership may be specified at any stage, but if users exist, it can be easier to do this at the time of role creation.

Add existing users as members of the new role, as required. Hover the mouse over the image
to see how that information will appear, after the role is saved/created.

With name and members defined as required, click  to effect creation of the role. The role will now be available in the list of roles for use in applicable areas elsewhere in Altium Concord Pro's browser interface. For example when adding/editing a user, or sharing permissions for Server folder/internal Design Repository/managed project access.

An example new role added to the list of roles available for Altium Concord Pro.

Editing an Existing Role

Clicking on an individual role's Role Name in the list, or using the associated Edit control (), accesses its full details. Make any changes to the role's name and/or user membership as required.

The Administrators role cannot have its name changed. You can, however, manage members for this role, as with any other user-created role. Non-administrative users cannot edit roles.

Access and make changes to a role as required.

To remove a user from the role, uncheck the associated Member option for that user. They will be removed from the list upon saving the changes.

When modifications have been made as required, click the  button to effect those changes.

Removing a Role

To remove a role, use the associated Remove control (). A dialog will appear asking for confirmation to proceed with the deletion. Click OK to proceed, after which the role will be removed.

The Administrators role cannot be removed. In addition, non administrative users cannot remove roles.
The remove operation cannot be undone. If you remove a role by mistake, you will need to add that role back, in the same way that you would create any new role.

LDAP Sync

Related page: Configuring LDAP Sync

This page allows you to configure and run one or more LDAP Sync tasks. An LDAP Sync task allows an administrator of Altium Concord Pro to leverage the network domain’s existing username and password credentials, so that user credentials do not have to be created manually one at a time on the Users page of the interface. When setup correctly, the Users page will automatically populate with user credentials, enabling any user listed to sign into Altium Concord Pro using their regular corporate network username and password.

When signing in to Altium Concord Pro, to use your Windows login credentials - taking advantage of Concord Pro's support for Windows Authentication - enable the Use Windows Session option (browser interface), or Use Windows Session credentials option (Sign in dialog in Altium Designer).
Altium Concord Pro supports both Standard LDAP, and LDAPS (LDAP over SSL).
If you are intending to create user credentials from LDAP automatically, then you probably want to remove any existing manually-created users. So ideally just start with the default user - admin.

To add a new sync task, click on the  button, located at the top-right of the page. A pop-up dialog will appear with which to define the sync task.

Adding a new LDAP Sync Task through Altium Concord Pro's browser interface.

Fill in the information, based on the domain structure in effect within your company.

When you have completed entering all settings, click . This will initiate the Sync process, which may take a minute or two, as it processes the information you have entered. Once complete, access the Users page. This will be populated with all users as defined by the OU=<GroupName> setting in the sync task. Authentication for each user will be Windows Domain Authentication, so all of those users can sign into Altium Concord Pro using their regular Windows login.

If you have multiple sync tasks defined, these can be run by clicking the  button.

Example population of users for an Altium Concord Pro installation, through use of an LDAP Sync task.

Additional users can be manually added outside of the LDAP Sync group - so you can indeed have a mixture of manually created users, as well as LDAP-specified (automatically created) users.
For a detailed example of configuring an LDAP Sync task, see Configuring LDAP Sync with Altium Concord Pro.

Sessions

Altium Concord Pro supports users signing into it, using the same credentials, but from different computers. If you have an abundance of Concord Pro Client Access Licenses (CAL) remaining, this will not be a problem. But if you have a limited number of connections, you can't afford to have them 'in use' if they are not, in reality, being used. Similarly, if you have more users requiring access to Altium Concord Pro, than there are Client Access Licenses. An administrator for Altium Concord Pro has the power to logout any user that is currently signed into the Server. This enables licensed Concord Pro connections to be 'freed up' as it were, for assignment to other users, should the route of purchasing additional licensed connections not be viable. This is performed from the Sessions page of the browser interface.

As an Administrator for your Altium Concord Pro installation, you have the ability to not only view active Concord Pro connections, but also the ability to terminate a session
for any user currently signed into that Server.

All users that are currently signed into Altium Concord Pro - either through an instance of Altium Designer, or through Concord Pro's browser interface - are listed, in terms of their User Name and Identity Address (reflecting the IP address of the computer from which a connection to Altium Concord Pro is being made).

If a user is logged into Altium Concord Pro from the same computer upon which that Concord Pro instance is installed and running, the Identity Address entry will appear as ::1. The System user has an Identity Address of 127.0.0.1.

The act of being signed into Altium Concord Pro creates an 'active session'. To effectively kill a user's session - logging them out of Concord Pro - use the associated Kill Session control (). A dialog will appear asking for confirmation to kill the session. Click OK to proceed, after which the user will be logged out from Altium Concord Pro.

You can also kill your own session - the session that has you logged into Concord Pro's browser interface. If you do, you will be signed out of the interface moments later. The System user is permanently online and so always has an active session. Its session cannot be killed.
On the Users page of the interface, the user's status will change from being Online () to being Offline ().

 

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