Server Rights

The Server Rights node is used to add, edit, remove and refresh Workflow server permissions for users or groups. These rights will determine which users and groups can administer a workflow server, export new workflows or impersonate a user.

The table below explains each permission in more detail.

Permission Description Usually Assigned to
Admin Use the management console (and management tools in Process Portals sites) to administer an environment, Users with this right can fully administer an environment and may edit server rights for other users.
  • Administrators/system administrators and (sometimes) helpdesk staff in a production environment.
  • Developers usually have Admin rights to Development environments and (sometimes) Test/QA environments. Depending on your organization’s security, it is usually not recommended to give developers Admin rights to a production environment.
Export Allows you to deploy workflows from within the Designer for SharePoint as well as Package and Deploy Solutions in your environment.
  • System administrators/deployment users in production environments, especially in environments that have strict change control procedures.
  • Developers normally have Export rights to development environments.
  • To allow for deployment of workflows created with the Designer and the Designer for SharePoint, the user account associated with an application pool in SharePoint must also have Export permission.
Impersonate

Impersonate another user account after the initial connection. This permission is normally used when user credentials cannot be transferred between machines and Kerberos cannot be used to address this requirement, and is also used for Pass-Through Authentication mechanism .

It also allows for connections established in one context to impersonate another user. When the user opens a connection to the server through the client API for an example, you have a method connection ImpersonateUser(Username) which will then open the connection as the userName specified. For example John has impersonate rights. He can now open a connection and impersonate as Sue. With the connection open as Sue, he can do everything as if Sue was logged on.

  • This permission is reserved for the service account and is configured automatically for the account during onboarding.

Follow these steps to add rights:

  1. Click Add from the Server Rights view.
  2. The Server Rights - Add Users and Groups page opens. Use the image and table below as a guideline for the configuration:

    Field Description
    SearchClick the Search drop-down and select to search for users or groups.
    LabelClick the Label drop-down and select the Security Provider label you want to search on.
    TypeClick the Type drop-down and select the type of search that will be performed.
    Search ButtonType a value in the text box provided and click the Search button.
    Add ButtonThe matching users or groups will be returned in the first view. Select a user or group and click Add. The user or group will now be listed in the second view. You can add multiple users or groups by doing a new search and clicking the Add button again.
    Remove ButtonTo remove users, select the user or group from the second view and click Remove.
    Next ButtonClick Next to continue with the configuration.
    Cancel ButtonClick Cancel if you no longer want to complete the configuration. This will take you back to the Rights tab.
  3. Select the applicable rights per user or group, and click Finish.

Follow these steps to edit Server Rights for users or groups:

  1. Select the user or group you want to edit the rights for from the Server Rights view.
  2. The Edit button becomes available.
  3. Click Edit.
  4. Use the check boxes to change the user or groups permissions. Click Finish.

Follow these steps to remove Server Rights for users or groups:

  1. Select the user or group you want to remove from the Server Rights view.
  2. The Remove button becomes available. Click Remove.
  3. Click OK on the confirmation message. The user or group will be removed from the Server Rights view and will no longer have the Server permissions that was assigned to them.

The Refresh button is used to refresh the list of Server Rights once changes have been applied.