9.4 Creating a User for Connector Login

We recommend that you create a unique user login credential for each PlateSpin Migrate Connector instance. This user identity enables the Transformation History to clearly distinguish Connector actions from those performed by real users. Create this special user as a System user, then assign it a Project Architect role at the Project level. Create a different User object for each Connector instance with permissions appropriate for its assigned project.

  1. In the Web Interface toolbar, select Users.

  2. Select the Users tab.

  3. Click Create.

  4. In the User pane of the Create User dialog, specify the following information for the user account:

    • First and last name

    • Email address

    • Phone number (optional)

    • Password and Confirm Password

    • Scope: System

  5. Click Save to create the user account instance and enable the Membership and Access pane.

  6. In the Membership and Access pane, define the permissions and role assignment for the user account appropriate for the PlateSpin Migrate Connector instance.

    1. Select the Project tab.

    2. In the Project tab toolbar, select the Project Architect role (minimum permissions required) or the Project Manager role.

    3. Click Add, select the project that you will assign to the Migrate Connector instance, then click OK.

  7. Click Save.

  8. Click Close.

  9. Configure the credentials for the user in the ptm_username and ptm_password settings in the configuration file for the Connector instance.

    See Section 15.4, Configuring the PTM User Credentials Used by a Connector.