Creating a User and Assigning a Role to the User

Constraints

To set Department to a superior department for a user, you must have management permissions for the Department module. For details about how to edit the role permissions of a user, see Editing Role Information.

Prerequisites

• You have obtained the permissions to create or import users on the User module.
• You have obtained the permissions to synchronize users from the AD domain server to the System module.

Creating a User

1. Log in to the CBH system.
2. In the navigation pane on the left, choose User > User to go to the user list page.
3. In the upper right corner of the page, click New. In the displayed New User dialog box, complete required parameters.
   Figure 1 New User
   

   Table 1 Parameters for creating a user

   Parameter	Description
   LoginName	Specifies the username for logging in to the CBH system. The LoginName must be unique in a CBH system and cannot be changed once created.
   Verification Type	Specifies how the user is verified for logging in to the CBH system. Local: (default method) The user is verified against the account management system of the CBH system. AD: The user is verified against the Windows AD domain server. LDAP: The user is verified against the third-party authentication server through the LDAP protocol. RADIUS: The user is verified against the third-party authentication server through the RADIUS protocol. Azure AD: The user is verified against the Azure platform based on Security Assertion Markup Language (SAML) configuration. NOTE: If you want to verify the user against a remote AD domain, LDAP, or RADIUS servers or verify the user against the Azure AD service, configure the remote authentication server in the CBH system. For details, see Authentication Configuration.
   Domain name	This parameter is mandatory if you select Azure AD for Verification Type. Provide the suffix you registered with the Azure platform.
   Password/Confirm Password	A password must be configured for the user to log in to the CBH system if you select Local for Verification Type.
   Authentication server	An authentication server must be configured if you select AD or LDAP for Verification Type.
   UserName	Specifies the user-defined user name. This name indicates the name of the person who uses the account so that CBH system users can be distinguished from each other.
   Mobile	Specifies the mobile number of the user. This number is used for SMS authentication logins and password resetting.
   Email	Specifies the email address of the user. The CBH system sends notifications to this email address.
   Role	Specifies the role to be assigned to the user. Only one role can be assigned. By default, system roles include DepartmentManager, PolicyManager, AuditManager, and User. DepartmentManager: responsible for managing departments. Except the User and Role modules, this role has the configuration permissions for all other modules. PolicyManager: responsible for configuring policy permissions. This role has the configuration permissions for the User Group, Account Group, and ACL Rules modules. AuditManager: responsible for auditing system and maintenance data. This role has the configuration permission for Live Session, History Session, and System Log modules. User: common system users and resource operators. This role has the permissions for the Host Operation, App Operation, and Ticket approval modules. User-defined role: Only the admin user can customize a new role or edit permissions of a default role. For details, see Role Overview.
   Department Name	Specifies the department to which the user belongs. For details about how to create a department in a CBH system, see Creating a Department.
   Remarks	(Optional) Provides supplementary information about the user.

4. Click OK.

Batch Importing Users

1. Log in to the CBH system.
2. In the navigation pane on the left, choose User > User to go to the user list page.
3. Click Import in the upper right corner.
4. Click Download next to Download template.
5. Enter the information of users according to the configuration requirements in the template.

   Table 2 Template parameters

   Parameter	Description
   LoginName	(Mandatory) Specifies the username for the user to log in to the CBH system.
   Verification Type	(Mandatory) Specifies the authentication method. Only one authentication method can be entered. This parameter can be set to Local, AD Domain, LDAP, or RADIUS.
   Password	(Mandatory) Specifies the user-defined login password. This parameter is required when Verification Type is set to Local.
   Authentication server/Domain name	(Mandatory) Specifies the authentication server. This parameter is required if Verification Type is set to AD, LDAP, or Azure AD. Note that the value must be entered in required format. For AD domain authentication, the value must be in the format of IP:PORT, for example, 10.10.10.10:389. For LDAP authentication, the value must be in the format of IP:PORT/ou=test,dc=test,dc=com, for example, 10.10.10.10:389/ou=test,dc=com. For Azure AD authentication, provide the domain name.
   UserName	(Mandatory) Specifies the name of a system user.
   Mobile	(Mandatory) Specifies the mobile number of a system user.
   Email	(Mandatory) Specifies the email address of a system user.
   Role	(Mandatory) Specifies the system role of the user. Only one role type can be entered. There are four default roles for your choice: DepartmentManager, PolicyManager, AuditManager, and User. Only the role that has been created in the CBH system can be entered.
   Department Name	(Mandatory) Specifies the department to which the user belongs. The department structure must be complete. Only one department structure can be entered, and a user can belong to only one department. By default, the department can be set to HQ. Use a comma (,) to separate a department and its lower-level department. Only the department that has been created in the CBH system can be entered.
   Remarks	Provides supplementary information about the user account.
   User Groups	Specifies the user group that a user belongs to. A user account can belong to multiple user groups in the same department. Use a comma (,) to separate every two user groups. Only the user group that has been created in the CBH system can be entered.

6. Click Upload and select the completed template file.
7. (Optional) Select Override existing user.
   • Selected: If an existing user account and the user account being imported have the same LoginName, the existing one will be overwritten. The user account information in CBH is updated accordingly.
   • Deselected: If an existing user account and the user account being imported have the same LoginName, the existing one will be skipped and kept unchanged.

8. Click OK. You can then view the new system user on the user list page.

Synchronizing AD Domain Users

You can configure Sync Mode for the AD authentication to let the system synchronize existing user information on the AD domain server to your CBH system. When a user logs in to the CBH system, the AD domain server provides the identity authentication service.

1. Log in to the CBH system.
2. Choose System > Sysconfig > Authenticate.
   Figure 2 Configuring remote authentication
   

3. Click Add in the AD Settings area.
4. Set the AD domain authentication Mode to Sync Mode.
   Figure 3 AD Settings
   

   Table 3 AD settings for synchronizing users

   Parameter	Description
   Server	Specifies the IP address of the AD domain server.
   Status	Specifies whether to enable AD domain remote authentication. AD domain remote authentication is enabled by default. Enabled: AD domain authentication is enabled. If the configuration information is valid, AD domain authentication is enabled or AD domain users are synchronized to the CBH system when the user logs in to the CBH system. Disabled: AD domain authentication is disabled.
   SSL	Specifies whether to enable SSL encryption. SSL encryption is disabled by default. Disabled: SSL encryption is disabled. After SSL encryption is enabled, data transmitted by synchronized users or authenticated users is encrypted.
   Mode	Specifies the working mode of AD domain. Select Sync Mode.
   Port	Specifies the access port of the remote server of AD domain. The default port number is 389.
   LoginName	Specifies the username of the account for logging in to the AD domain server.
   Password	Specifies the password of the account for logging in to the AD domain server.
   Domain	Specifies the domain of the AD service.
   Base DN	Specifies the base DN for the remote AD domain server.
   Dept Filter	Specifies the departments to be filtered out for the remote AD domain server.
   User Filter	Specifies the users to be filtered out for the remote AD domain server.
   Login Name Filter	Specifies the login name to be filtered out. Separate multiple login names with vertical bars (|).
   UserName	Specifies the attribute name of user names on the remote AD domain server, for example, name.
   Email	Specifies the attribute name of the user mailbox on the AD domain remote server, for example, mail.
   Mobile	Specifies the attribute name of user's mobile phone on the AD domain remote server, for example, mobile.
   Sync	Specifies the AD user synchronization method. The options include Manual and Auto. Manual: After you complete required configurations, manually synchronize the user information from the AD server. Auto: After you complete required configurations, user information is automatically synchronized. You are also required to configure Start time of sync, Duration, and End time for auto synchronization.
   Department	Specifies the department to which the synchronized user account belongs.
   Options	Override existing Selected: If an existing user account and the user account being imported have the same LoginName, the existing one will be overwritten. The user account information in CBH is updated accordingly. Deselected: If an existing user account and the user account being imported have the same LoginName, the existing one will be skipped and kept unchanged.

5. (Optional) If you want to synchronize users from the AD domain server, click Next to obtain the source department structure of the AD domain server.
   • Sync All Users is enabled by default.
   • If you select a superior department of the user source, all users in the lower-level department are included in the source.
   • Create new dept is disabled by default. You can enable it to let system create departments based on the department structure in the AD domain and synchronize users from the AD domain departments.
   Figure 4 Importing users from a source
   

6. Click OK. You can then view AD authentication configurations in the AD server list.
7. In the AD Settings area, locate the AD server row. In the Operation column, click Start to synchronize AD domain users to the CBH system. You can view the synchronized user information in the user list.