Access to the CAST portals is governed through users and roles on a "global portal" basis - i.e. user/role administration is accessible from each portal and is valid for each portal. CAST, however, recommends that you:

As a result a user can login to either portal, depending on the rights and roles granted to it.

Please note that because users and roles are managed on a "global portal" basis, CAST Engineering Dashboard users can be managed from CAST Discovery Portal and conversely, CAST Discovery Portal users can be managed from the CAST Engineering Dashboard.

Managing users and roles

To manage users and roles:

CAST Engineering DashboardCAST Discovery Portal

Use the Quick Access page (Quick Access ) and select the Access to Users Administration Page in the Administrator Pages sub-section:

To manage users and/or roles, click Access to Users Administration Page located in the Discovery Portal Admin section:

This will take you to the Users and Roles configuration section:

Note that changes made here are valid for both the CAST Engineering Dashboard and the CAST Discovery Portal.

Roles

To manage roles, click the Roles Administration option. This option enables a user with Administrator privileges to add, update and delete roles. Roles define:

The following diagram indicates how roles function:

To configure roles, you need to populate the Dashboard Service with Quality Rule data via the generation of a snapshot - see the Application Analysis and Measurement with CAST AIP guide for more information.

Add a new role

End-user

Ability to display the results of the quality and quantity assessments

End-user (without access to violations)

Ability to display the results of the quality and quantity assessments, excluding the list of violations

Power User

End-user access with the ability to select a violation for exception

Manager

Power-user access with the ability to select a violation for action

Where multiple Roles are assigned to a single User, the most permissive Responsibility level is granted.

Note that the Assignment column indicates (with the value "Yes") whether any users have been given this role.

Update an existing role

Delete an existing role

Note that if the role has already been assigned to a user or users, you cannot delete the role. A message will indicate this and the delete action will not be carried out.

Users

To manage users, click the Users Administration option. This option enables a user with Administrator privileges to add, update and delete users. It is possible to define the following items for a user:

The page lists the users that are already registered:

If you are using Active Directory / Kerberos integration or authentication (see CAST-CED - Active Directory LDAP and Kerberos integration) then you do not need to create a user for every person that needs access to the CAST Engineering Dashboard/CAST Discovery Portal.

Predefined users

As shown in the image above, CAST provides several pre-defined users. Content of the CAST Engineering Dashboard (i.e. what is displayed in the three tabs) is tailored to the needs of the user you are logging in with via various available Home Page views.

Note that in the CAST Discovery Portal content is not tailored to the user login unless that login belongs to a role which is restricted to accessing only certain Analysis Services (sites).

User and home page association

Username

User ID

Description

Home Page views used

CAST

CAST

Default administration user

FRAME_PORTAL_INVESTIGATION_VIEW

Business Owner

OWNER

Primary concerns are the gain of visibility on critical applications to make arbitrage on risk, and anticipate problems

FRAME_PORTAL_RISK_VIEW

VP App Dev

VPAD

Primary concerns are the gain of visibility on owned portfolios of applications to deliver on time on quality to different business people, while decreasing maintenance costs

FRAME_PORTAL_PORTFOLIO_VIEW

Chief Architect

CARCH

Primary concerns are the gain of visibility on owned applications regarding their compliance to norms, standards, architectural design, etc.

FRAME_PORTAL_COMPLIANCE_VIEW

Outsourced Project Manager

OPM

Primary concerns are the gain of visibility on delivered outsourced applications

FRAME_PORTAL_SLA_VIEW

Consultant

CST

Primary concerns are the gain of visibility on audited applications

FRAME_PORTAL_ASSESSMENT_VIEW

Technical Project Manager

TPM

Primary concerns are the gain of visibility on owned applications on both quality and quantity; regarding quality, this is about gaining visibility on improvements as well as degradations; regarding quantity, this is about gaining visibility on source code evolutions

FRAME_PORTAL_PROJECT_VIEW

KeyUser

KEYUSER

Primary concerns are the definition of improvement areas regarding application quality, based on their expertise on the applications and the visibility on measured improvements and degradations.

FRAME_PORTAL_PROJECT_VIEW

Chief Financial Officer

CFO

This user is ONLY relevant when the EFP/AFP (Enhancement Function Points/Assessment Function Points) license has been purchased. It provides access to a view that requires data that can only be accessed when the correct license is in place. If the correct license is not installed, then an error message will be displayed when you attempt to access the view informing you that you do not have rights to view the required data.

FRAME_PORTAL_AFP_VIEW

  • You can find out more information about each Home Page view in the CAST Engineering Dashboard - CED.
  • Each pre-defined user is granted "Administrator" rights (i.e. can see everything and can manage sites, users and roles)
  • All predefined users have the same password: "CAST".

Adding a new user

Note that a user with Administrator rights does not need to be assigned a role.

Note that the Access role assigned? column indicates (with the value "Yes") whether the user has been assigned a role.

Update an existing user

Please make sure you always retain one user with Administrative rights.

It is NOT possible to update the CFO user (in particular its password) if the EFP/AFP (Enhancement Function Points/Automatic Function Points) license has NOT been purchased and installed. It provides access to a view that requires data that can only be accessed when the correct license is in place. As such, when a change is made to the CFO user, access to the view is verified by the CAST Engineering Dashboard. If access fails (i.e. because the correct license is not installed), then you cannot save the changes you have made.

Delete an existing user

Please make sure you always retain one user with Administrative rights.