Support for First Logon Wizard where further configuration settings could be obtained from user
Hello,
I am wondering what options are available to, upon first logon, a wizard could be presented to the user to obtain further user preferences. (things such as workbasket list, workgroup(s), ORG structure, etc)?
Is this possible?
what Operator options/properties (or elsewhere) have been used to support this?
thanks,
Rob
Pegasystems Inc.
IN
You can configure that in 'work' tab of your Operator-ID rule
Pegasystems Inc.
IN
Hi Rob,
If I understand your question correctly, are you looking for Operator Management ?
If answer is Yes and if you have all Operators attributes outside of Pega maintained in LDAP system and if you want to map them to Pega operator properties, you can achieve that with Pega -LDAP integration
OR You can use Single Sign On , if you are authenticated user outside of Pega.
Please let me know , if your requirements are different.
Rulesware
CA
Sorry for the late response; missed the updates.
@Habeeb Baig thank you for the response. Are you referring to the "Starting activity to execute" section? And then in there, the custom activity would look for something like a preference value being set to true/false to decide if first use wizard should be executed?
@SIVARAM Bhupathi thank you for the response. I am not describing it properly. It would be the first time the user accesses the system via SSO but before using the system. Let's say they need to set appropriate preferences (only on first use); it is past the LDAP configuration and SSO (integration with LDAP) authentication but before they actually use the system.
Accepted Solution
Pegasystems Inc.
IN
You can configure 'EstablishOperator' activity from your authentication activity, you need to make sure that before calling aforementioned activity you should call the pyDefault datatransform applied to Data-Admin-Operatod-ID you can apply this datatransfrom in your authentication activity with step page belonging to D-A-Operator-ID class, in this datatransform you can pass the values as parameters from the activity for the properties like 'pyOrganisation' 'pyWorkGroup' 'pyOrgDivision' 'pyOrgUnit' 'pyAccessGroup' which are required to setup an operator ID instance.
You can also use 'pyOperatorPreferences' datatransform to specify any UI details for that operator.