Setting up security

This section provides an overview to security setup considerations for Axiom.

Creating users in Axiom

All users must be set up in Axiom security in order to access the system. User setup is performed within the Axiom Client.

To access the Security Management dialog:

1. Launch the Axiom Excel Client or the Windows Client. You must log in as a user that has system administrator rights.

   If you started with a new blank database, you can log into the system using the built-in admin user (user name: admin, password: admin). You should change the password of this user after logging in. Once real users have been set up for your implementation, you can delete this user.
   

2. On the Axiom tab, in the Administration group, click Manage > Security > Security Manager.

   NOTE: In systems with installed products, this feature may be located on the Admin tab. In the System Management group, click Security > Security Manager.

You must have installed at least one client instance in order to perform these setup steps. For more information on how Axiom security works, and details on specific security settings, see Axiom Help: Security.

Configuring security options for the installation

Enabling or changing authentication methods

During the application server installation, you had the option to enable various authentication options for use with Axiom. If you did not enable these options during the installation but you would like to do so later, or if you need to change any of the configuration settings for these options, you can do so in the Software Manager using Installation Manager > Configure Authentication Methods. The Software Manager must be run on the Axiom Application Server to modify the authentication options.

Configuring a user lockout threshold

If desired, you can configure a user lockout threshold for Axiom, so that user accounts are locked out of the system if they exceed a specified number of failed login attempts. By default, no lockout threshold is defined (unlimited attempts). You can define a user lockout threshold using the MaxLoginAttempts system configuration setting. For information on editing system configuration settings, see Editing system configuration settings.

Resetting a user password

You can reset a user's password from within the Software Manager. You might use this functionality if the user has been locked out or has forgotten their password, and you cannot access the Axiom Client to change the password using the Security Management dialog.

To change a user's password, select Installation Manager > Reset Axiom User Password. The Software Manager must be run on the Axiom Application Server to access this feature. When specifying the user name, you must preface it with the domain name if applicable (for example: domain\username). Changing the user's password using this method also clears the user lockout, if applicable.