Managing Security

System security is an all-important administrator responsibility. Anything that can be done to make it easier or more automatic is likely to be welcomed by project server administrators.

In Project Server, you can redefine the built-in groups, categories, permissions, and security templates that contribute toward the establishment of user profiles.

If your organization is set up with Active Directory, you can synchronize the Active Direc-FEATURE! tory security groups with those in Project Server.

Creating a New Group

If your organization uses different roles from those identified as groups in Project Web Access (for example, Project Managers and Team Leaders), you can create your own. To do this, follow these steps:

1 In the Admin page of Project Web Access, click Manage Users And Groups in the left pane.

2 In the left pane, click Groups.

The Groups page appears (see Figure 21-8)

Figure 21-8. Use the Groups page to review, modify, add, or delete groups (roles) in Project Server.

3 Above the table, click Add Group.

The Add Group page appears (see Figure 21-9).

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Figure 21-9. Use the Add Group to create a new group to reflect roles in your organization.

Enter the group name and description in the first two boxes.

Under Users, click the users you want to add to the group and then click Add.

You can also add users after you've finished defining the group.

Under Categories, click any categories (for example, My Tasks or My Resources) that are appropriate to be accessed by members of this group and then click Add. In the Selected Categories box, select each category in turn and then set the permissions for the category in the Permissions box. Repeat this process for each category in the Selected Categories box.

If you want to use a security template to set permissions for a category, click the Set Permissions With Template button and then select the template. Make any adjustments to the permissions as necessary for the selected category. Under Global Permissions, select global permissions that you want to apply to your new group.

If you prefer to use a security template to set global permissions, click the Set Permissions With Template button and then select the template. Make any adjustments to the global permissions as necessary for the group.

When finished defining the new group, click the Save Changes button at the bottom of the page.

Figure 21-9. Use the Add Group to create a new group to reflect roles in your organization.

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Administering Project Server and Project Web Access for Your Enterprise f-

Tip Modify an existing group

To edit an existing group, click Manage Users And Groups in the left pane of the Admin page. Click Groups in the left pane. In the table, click the group you want to change and then click Modify Group above the table. Work through the rest of the page in which you can add or remove users, change the categories associated with the group, or set options for

Active Directory synchronization. v_

Synchronizing with Active Directory Security Groups

If your organization uses Active Directory, you can synchronize your project server security TOE! groups with the Active Directory ones, as follows.

1 In the Admin page of Project Web Access, click Manage Users And Groups in the left pane.

2 In the left pane, click Groups.

3 In the Groups page, scroll down to the Active Directory section (see Figure 21-10).

Figure 21-10. Use the Active Directory section on the Groups page to set Active Directory synchronization for security groups.

4 In the Active Directory Group box, enter the name of the Active Directory security group.

Figure 21-10. Use the Active Directory section on the Groups page to set Active Directory synchronization for security groups.

5 Specify when Active Directory updates should take place.

If you select the Update Every option, specify the frequency at which your project server should be synchronized to changed in Active Directory, for example every week or every two months. Also, specify the date when updates should begin and the time at which the update should be done.

If you select the Update Only When Specified option, the Update Now button becomes available when you are running Project Web Access from the project server computer.

6 Click the Save AD Options button.

Customizing Categories

If the built-in categories and associated security templates don't fit the way your organization works with projects, you can customize them or create entirely new ones. To do this, follow these steps:

1 In the Admin page of Project Web Access, click Manage Security in the left pane. The Categories page appears (see Figure 21-11).

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Project Management Made Easy

Project Management Made Easy

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