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Using NUMSys

Celvin Kattookaran
Attachments
add groups.png (123085 bytes)
add user sucess.png (102606 bytes)
add users.png (95782 bytes)
assign groups.png (69335 bytes)
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delete group success.png (102968 bytes)
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export groups sucess.png (131642 bytes)
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modify groups success.png (132111 bytes)
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This section describes how to use NUMSys Web Edition.

NUMSys action panel is divided into 3 categories

  • Users
  • Groups
  • Reports

Import Users

You can use "Insert Rows" in "Import Users" section to import native users.

You can specify how many users by specifying the number of rows.

No. of rows = No.of Users

Once the information is populated (Login ID and Password are required fields), use "Import" button to import specified users.

Import Groups

You can use "Insert Rows" in "Import Groups" section to import native groups.

You can specify how many groups by specifying the number of rows.

No. of rows = No.of Groups

Here is a quick video on how to add user(s)/group(s) to a group.

You can drag and drop user(s)/group(s) to the parent groups.

You can also look at the following sections (Assigning Users to Groups/Assigning Groups to Groups) to understand how to add external users and groups.

Assigning Users to Groups

You can search for the available user(s) from External Directory and Native Directory using "Search Available User(s)".

You can specify which directory to pull the user(s) from.

You can also use filters to get user(s) from Shared Services as shown below.

Select a “User Property” and use a filter.

You can use wildcards in filters * K - Starting with "K" * k - Has k in it * k - Ends with a "k"

Assign the User(s) to a group by dragging them or by right click menu (Insert Children) on Parent Group and enter the user(s) information.

Assigning Groups to Groups

Assigning child group(s) follows similar technique shown above

  1. "Search for Available Group(s)"
  2. Drag them to the parent group (You cannot drop children to a child group)

You can even attach the group you are creating to another new group.

As shown in the example below, NUMSys will allow you to create "EPM Admins" group and will allow you to attach it to a new group called "Super Admins".

Modify Users

Search for the users to modify, you can use filters to do so.

If there are multiple users, you can delete unwanted rows using right click menu.

Once required information is populated, use "Modify" to modify users. You can even modify multiple users at the same time.

Modify Group(s)

Search for groups to modify.

To assign users, follow the instructions from here.

To assign groups, follow the instructions from here.

Export User(s)

Note: Passwords are not exported with this tool.

Search for the users to export.

You can remove unwanted users from the table using right click menu. Once required users are populated, use "Download table to file" link to download the file.

This will download the file as a "csv" file.

File Contents

Export Group(s)

Search for groups to be exported. Once the required groups are populated, download the file.

File Contents

Delete User(s)

Note: Take a backup before performing a delete operation

Search for the users to delete. Once the required users are populated, you can use "Delete" to delete the users.

You can also right click and delete the selected user.

After confirming the user will be deleted.

Delete Group(s)

Search for groups to delete, once the information is populated "Delete" the groups.


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