NICE Inform User Guide - User Administration
NICE Inform User Guide - User Administration
NICE Inform User Guide - User Administration
Release 9.1
November 2019
List of Figures
Figure 2-1: Navigating the tree example ............................................................................. 5
NICE PUBLIC SAFETY SOLUTIONS
NICE INFORM USER ADMINISTRATION USER GUIDE Welcome
1 Welcome
The NICE Inform User Administration application enables administrators to set up
system-wide and user-by-user security for NICE Inform.
Each and every user of NICE Inform requires a security account, which is used to control
access to all logging channels available in the system.
The User Administration application consists of many tabbed pages. Many of these pages
have a Save and a Cancel button.
The Save button commits the changes you have just made. If you try and navigate from the
page without saving you are asked if you wish to save the changes. If at any time you wish
to change any settings back as they were, click the Cancel button prior to clicking the Save
button.
Application privileges
To use the User Administration application, you MUST have the required privilege allocated
to you (refer to Application privileges (see page 36)) NICE Inform applications). If not, the
User Administration option will not be displayed in the Application selector bar when you log
in.
Security principles
This section outlines the important security principles available when using the NICE Inform
User Administration application.
Profiles
A profile defines the applications and features that are available for a user. A profile is a way
of defining the roles users will perform such as a Dispatcher or a Disclosure Officer (refer to
Creating a new profile (see page 45)).
Users are given permission to use certain NICE Inform applications and application features
by attaching a profile to them (refer to Attaching a profile to a user (see page 47)).
NOTE: Without an attached profile a user CANNOT use any NICE Inform application.
User groups can be created and then users can be added to that group (refer to Creating a
new user group (see page 29)).
Users are given access to recordings in the system by attaching resources to user groups
(refer to Attaching resources to a user group (see page 51)). Resources represent the
different sources of recordings such as channels, talkgroups or extensions. Multiple
resources can be attached to a user group.
NOTE: Making a user a member of the Administrators group assigns them access to
every resource and every user in the system.
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NICE INFORM USER ADMINISTRATION USER GUIDE Welcome
Managers
Making a user a Manager of a group assigns them access to the other users of the group
and sub-groups so they can be administered.
For help making a user a manager of that group, refer to Editing a user group (see page 30).
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NICE INFORM USER ADMINISTRATION USER GUIDE Navigation panel
2 Navigation panel
NOTE: Specific terminology is used when navigating the tree pane. For help with this
terminology, refer to Tree structure terminology (see page 4).
The Navigation panel consists of a tree pane which has the following nodes:
The top level of the Organization node is concerned with security aspects of User
Administration. When the Organization node is selected, tabbed pages are available for
security configuration (refer to System Security (see page 7)).
Button Description
New - displays a drop down menu that allows you to add new users, new user groups
and new profiles. The button remains inactive until you select a node or branch that
allows you to perform this function.
Delete - deletes the current tree pane selection. You are required to confirm the action.
The button remains inactive until you select a node or branch that allows you to perform
this function.
Move - allows you to move the selected user group and any associated sub-groups from
one node to another (refer to Moving a user group (see page 33)). The button remains
inactive until you select a node or branch that allows you to perform this function.
Search - allows you to enter search text in order to search for users, groups and profiles
(refer to Searching for users, user groups and profiles (see page 49)).
Refresh data - refreshes the tree structure and any lists displayed in the right hand
pane.
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NICE INFORM USER ADMINISTRATION USER GUIDE Navigation panel
NOTE: The following options may differ when adding and removing items.
2. Click the Add > button. The item is moved to the Selected list.
2. Click the < Remove button. The item is moved to the Available list.
– To move all items to the Selected list, click the Add All >> button.
– To move all items from the Selected list, click the << Remove All button.
Additional Operations
▪ If you wish to select all but one or two items, click the Add All >> button to move all
items to the Selected list, then remove the items not required.
▪ The Quick Search facility enables you to find the required item. Enter the required
text in the box and click Go. The search returns all items containing that text as part
of its name. The search is NOT case sensitive.
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NICE INFORM USER ADMINISTRATION USER GUIDE Navigation panel
Nodes
Parent
Child/sub group
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NICE INFORM USER ADMINISTRATION USER GUIDE User Administration functions
NOTE: Settings do not take effect until the user next logs in.
Security
▪ Setting password details (see page 7) - enables you (at the Organization level) to set
system password details.
▪ Setting security (see page 9) - enables you (at the Organization level) to set system
security details.
▪ Setting workstation permissions (see page 11) - enables you (at the Organization
level) to set workstation permissions.
Administration
▪ Adding a new user to the system (see page 14) - enables you to add a new user to
the system
▪ Importing users from a CSV file (see page 25) - enables you to import users into the
system from a provided CSV template.
▪ Importing users from an Active Directory domain (see page 27) - enables you to
import user from a Microsoft Active Directory domain.
▪ Creating a new user group (see page 29) - enables you to add a new user group.
▪ Adding user group members (see page 32) - enables you to add users to a created
user group.
▪ Creating a new profile (see page 45) - enables you to create a new custom profile
with the applications and associated privileges that you require.
▪ Attaching a profile to a user (see page 47) - enables you to attach a profile to a
system user.
▪ Removing a profile from a user (see page 48) - enables you to remove a profile from
a system user.
▪ Attaching a user to a profile (see page 34) - enables you to attach a system user to a
created profile.
▪ Removing a user from a profile (see page 34) - enables you to remove a system
user from a profile.
▪ Attaching resources to a user group (see page 51) - enables you to attach system
resources to created user groups.
Searching
▪ Searching for users, user groups and profiles (see page 49) - enables you to find
users, user groups, profiles and descriptions.
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NICE INFORM USER ADMINISTRATION USER GUIDE System Security
4 System Security
The following system security conditions apply:
Specific terminology is used when navigating the tree pane to set password
details. For help with this terminology, refer to Tree structure terminology (see
page 4).
All the options within the Passwords page do NOT affect users that have
derived from a Microsoft Windows Active Directory domain. Passwords
settings are configured within Active Directory.
To set password details at the Organization level, in the tree pane, select the Organization
node and click the Passwords tab. The Passwords page is presented.
Account Username
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NICE INFORM USER ADMINISTRATION USER GUIDE System Security
▪ Change password at next login - check this box and all users HAVE to change
their password the next time they login.
Password History
Password Checking
NOTE: This ONLY applies to new passwords and/or changing a password and NOT
existing passwords.
This option is ONLY for users attached to a profile that has either (or both) System
Administration or User Administration applications. Here you can set an enhanced password
length check for these type of users.
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Administration users either by entering the number into the available text box or
by using the provided up/down arrows.
– Administrator password checking - check this box and Administrator
password checking feature is applied for NICE Inform User Administration and
NICE Inform System Administration users (refer to Changing your password in
Getting Started). If you leave this option unchecked, the password length as set
by the Password checking option above is used.
Forbidden Passwords
▪ Add forbidden password - click the Add button to add a new forbidden password.
The Add Forbidden Password dialog is presented.
– Enter the forbidden password and click the OK button. When creating a new
password, users will NOT be able to use any forbidden passwords.
▪ Edit forbidden password - select an existing entry and click the Edit button. The
Edit Forbidden Password dialog is presented, showing the selected password.
– Edit the existing password with the new one and click the OK button.
▪ Delete forbidden password - select an existing entry and click the Delete button to
remove it from the list. Click the OK button from the resulting dialog to confirm the
action.
Once you have configured the password settings, click the Save button.
Specific terminology is used when navigating the tree pane to set security
details. For help with this terminology, refer to Tree structure terminology (see
page 4).
The options within the Auto Logout, Login Message, General sections and
the Display last login information option within the Accounts section do
NOT affect users that have derived from a Microsoft Windows Active Directory
domain.
To set security details at the Organization level, in the tree pane, select the Organization
node and click the Security tab. The Security page is presented.
Accounts
▪ Deactivate login ID after - the user account will be deactivated if either of the
following conditions is met:
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NICE INFORM USER ADMINISTRATION USER GUIDE System Security
– The required number of days of inactivity by either entering the number of days
into the available text box or by using the provided up/down arrows.
– The required number of attempts when entering successive invalid passwords
by either entering the number of attempts into the available text box or by using
the provided up/down arrows. Once configured, set one of the following:
➢ Always - the number of invalid login attempts can occur over an indefinite
amount of time before the login ID is deactivated.
➢ Within - the number of invalid login attempts can occur within a set time
period before the login ID is deactivated. To set this time period, enter the
required number of minutes into the available text box or by using the
provided up/down arrows.
– Reactivate login after - set the number of minutes the login is reactivated after
by either entering the number of days into the available text box or by using the
provided up/down arrows. If this is set to 0 the account will NOT be automatically
reactivated. A NICE Inform Administrator will have to edit the details for the user
(refer to Editing user details (see page 16)) and uncheck the User
automatically locked out box in the Inform User page.
▪ Display last login information - when checked, the last login message is displayed
to the user after a successful login (unchecked by default).
▪ Require second password - when checked, the user will have to enter a second
password for authentication when logging into NICE Inform.
Auto Login
▪ All Active Directory users are logged in automatically - check this box and all
users that derive from an Active Directory domain, log in to NICE Inform
automatically.
Auto Logout
▪ User is never automatically logged out - check this box to disable the Auto
Logout after option.
▪ Auto logout after - set the number of minutes by either entering the number of
minutes into the associated text box or by using the provided up/down arrows. When
the period of inactivity has been exceeded, the user is logged out.
NOTE: Auto logout will stop anything you were doing prior to the period of inactivity.
Activity in this case is manual movements of the mouse and key presses whilst
using NICE Inform. If you are transferring a large amount of data and left the
computer unattended, then this is deemed as inactivity and depending on the
auto logout configuration, you may be logged out.
Login Message
▪ Show message - check this box to enable the Login Message feature. Once
enabled, enter a message title and text in the text boxes provided. The login
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message is displayed to all users with the configured message heading and text
prior to logging in to NICE Inform.
General
▪ Audit failed login attempts - check this box to enable this feature. Once checked, a
'failed login attempt' audit event is generated within the NICE Audit application when
any user fails to log into NICE Inform.
NOTE: This feature can be disabled to prevent a Denial of Service attack from filling
the Audit log.
▪ Send SNMP trap on failed login attempts - check this box to enable this feature.
Once checked, a SNMP trap is sent when any user fails to log into NICE Inform.
Once you have configured the security settings, click the Save button.
NOTE: There is no limit to how many workstations can be assigned to one user or how
many users that can be assigned to one workstation.
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Any user that has the Full access workstations setting enabled within the
Inform User page (refer to Editing user details (see page 16)), will not be
affected when being assigned to a workstation.
2. All the known workstation hostnames are available for selection within the
Workstations table.
3. Select the required workstation and click the Assign users button. The Assign
Users to Workstation Wizard opens at the Welcome screen.
4. Click the Next button to continue and the Select Users screen is presented.
5. Select the required User Group node in the tree. The users associated with that
node are displayed alongside, including any sub-groups.
NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected users from the list:
7. Click the Next button to continue and the Summary screen is presented displaying
all the users that have been assigned to the workstation.
8. Click the Finish button to exit the wizard. The user is now added to the Allowed
Users table associated with the workstation hostname.
Once the user has been assigned to the workstation, you have to ensure that the user no
longer has full access rights to all workstations connecting to NICE Inform. To perform this
function of restricting the user, you need to edit the user details using the Allowed
Workstations section within the Inform User page. Also within the Allowed Workstations
section, you can assign a workstation to a user (refer to Assigning a workstation to a user
(see page 22)).
NOTE: Double-clicking a user in the Allowed Users list takes you to the Inform
Users page where you can edit the user's details (refer to Editing user details
(see page 16)).
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2. All the known workstation hostnames are available for selection within the
Workstations table.
3. Select the required workstation. All the users that have been assigned to this
workstation are listed below in the Allowed Users table.
7. Click the Save button. The user is now removed from the Allowed Users table.
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NICE INFORM USER ADMINISTRATION USER GUIDE Users
5 Users
This section details the configuration of the users that access NICE Inform.
You MUST be logged into the same domain as the NICE Inform server when
adding users from a Microsoft Active Directory domain.
There are two different methods of adding a new user to the system:
– In the tree pane, select the All Users node. Click the New button and
select New User from the drop down menu. The New User Wizard opens at the
Welcome screen.
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NOTE: If a user group is selected prior to adding a new user, the user will be added to
that group.
Once added, the user can see all users within the groups they are a member
of and any sub groups.
– In the tree pane, select the All Users node. Click the General tab and the
General page is presented.
2. At the Welcome screen, click the Next button to continue and the General
Information screen is presented.
NOTE: The check box is disabled if the NICE Inform server has not got access to
Microsoft Active Directory.
The First name and Last name text boxes are disabled once you check the
box.
– User is Temporary - check this box if you require this user to have temporary
access to NICE Inform. Once enabled, set the date and time that this user
account is deleted. Enter the expiration date by using the text box provided.
Date entry is assisted by clicking the Calendar button. A calendar control is
provided to aid in choosing a particular date (refer to Using the calendar control
in NICE Inform Reconstruction). Enter the expiration time (if required) using the
text box provided. Time entry is assisted by either selecting the hours, minutes
or seconds and then using the up/down arrows.
NOTE: You MUST at least set the expiration date/time one hour from the current
date/time. By default the date/time is set to one day from the current date/time.
Once the expiration date/time has been reached, the user account is deleted
from the system and will appear in the Non Active Users list (refer to Non
active users (see page 21)). If the user is currently logged into NICE Inform,
they will automatically be logged out.
4. Enter the User's First and Last names in the associated text boxes if you are adding
a NICE Inform user.
NOTE: Both the First name and Last name fields are mandatory.
5. Click the Next button to continue and the NICE Inform User Identification screen is
presented. The options vary depending on whether you have chosen to add a NICE
Inform user or a Microsoft Active Directory domain user from within the General
Information screen.
NOTE: The screen closes if the details have been entered correctly. Otherwise an
error message is displayed. In this case, you will be required to re-type both
entries. If the second password feature has been enabled, then this will need
to be set too. For help regarding activating the second password, refer to
Setting security (see page 9) section.
– When adding a NICE Inform user from a Microsoft Active Directory domain:
a. Click the down arrow and select the Microsoft Active Directory domain that the
user is located.
b. Enter the domain in the Domain text box.
NOTE: The Domain option is ONLY displayed when the Authenticate the domain
user account using Active Directory box has been checked within the
General Information screen.
c. Click the Check button to verify that the user exists on the domain. A message
is presented informing you whether the user has been found on the domain or
not. If not, you must enter a valid username before you can continue.
d. Once you have either entered the details for the NICE Inform user or the
Microsoft Active Directory domain user, click the Next button.
6. At the Attach Profile (optional) screen:
a. Select the required profile. The details for that profile are listed as read-only in
the Profile Details section.
b. On completion, click the Next button.
7. At the Summary screen, check that the details for the user are correct. Once
satisfied, click the Finish button. If any of the information within the Summary screen
is incorrect, click the Back button to make any changes.
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3. The User Details tabbed pages are displayed. Some tabs are 'grayed out' as the
pages are not viewable. Other pages can be viewed, but are not editable, as
described in the following sections.
NOTE: If you wish to make further changes, click the Save button to save the current
changes, then click the tab for the next page you wish to view. Otherwise, click
the Close button to finish.
User type
▪ User is a NICE Inform user - read-only user type. This box is always checked as
the user is always a NICE Inform user.
▪ User is an Operator - check this box if this user is required to be evaluated using
NICE Inform Evaluator.
▪ User is an Active Directory user - read-only user type. This box is checked if the
user has derived from a Microsoft Windows Active Directory domain.
Login Details
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Type and retype the password for this user in the text boxes provided and click the
OK button. An error message will be displayed if you have not entered the password
correctly.
▪ Second password - click the Set button to display the Set Second Password
dialog.
Type and retype the new second password in the text-boxes provided and click the
OK button. An error message will be displayed if you have not entered the password
correctly. This feature is only available when the Require second password box is
checked within the Account Options section below. If not, the Set button is grayed
out.
Password Options
▪ Select either the Use System password settings option or select the User specific
option and edit the settings as required. When User specific is selected the
following options are configurable for the individual user:
– Password never expires - the password the user uses to login to NICE Inform
will never expire.
– Expires in - enter the number of days that the password is due to expire.
– User cannot change password - check this box and the individual user will not
be able to change their password.
– User must change password at next login - check this box and the next time
this user logs in they must change their password.
Account Options
▪ Select either the Use System account settings option or select the User specific
option and edit the settings as required. When User specific is selected the
following options are configurable for the individual user:
– User is never automatically logged out - The user will never be automatically
logged out of NICE Inform.
– Auto logout after - enter the number of minutes before the user will be
automatically logged out when idle.
– Require second password - check this box and the Set Second password
option (above) will need to be configured by clicking on the Set button.
▪ Further account options include:
– User is logged in automatically - this option is only available if the user has
derived from a Microsoft Windows Active Directory domain. Check the box and
this user logs in to NICE Inform automatically.
– User permanently locked out - check the box and the associated user's
account is permanently locked. When the user tries to log in to NICE Inform they
will be presented with an account locked message.
– User automatically locked out - if this feature is enabled it is because either
the user has entered their username and/or password incorrectly too many times
or their account has been inactive for too long. Uncheck this box to re-enable
their account so they can login again. The location to configure all user account
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settings is within the Security page at the Organization level. For help
changing these account settings, refer to Setting security (see page 9).
– User is Temporary - check this box if you require this user to have temporary
access to NICE Inform. Once enabled, set the date and time that this user
account is deleted. Enter the expiration date by using the text box provided.
Date entry is assisted by clicking the Calendar button. A calendar control is
provided to aid in choosing a particular date (refer to Using the calendar control
in NICE Inform Reconstruction). Enter the expiration time (if required) using the
text box provided. Time entry is assisted by either selecting the hours, minutes
or seconds and then using the up/down arrows.
NOTE: If this user has an expiration date/time set when their account was created, the
expiration date/time is automatically populated.
You MUST at least set the expiration date/time one hour from the current
date/time. By default the date/time is set to one day from the current date/time.
Once the expiration date/time has been reached, the user account is deleted
from the system and will appear in the Non Active Users list (refer to Non
active users (see page 21)). If the user is currently logged into NICE Inform,
they will automatically be logged out.
Allowed Workstations
▪ Full access - uncheck the box (default checked) and this user can no longer
connect to NICE Inform using all available workstations. The user can now ONLY
connect from allowed workstations. Assigning a workstation to a user can be
performed here using the Assign Workstations to User Wizard.
When unchecking the Full access box, the Workstations section becomes active.
Options configurable for the individual user are:
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NOTE: This page is ONLY available to Operator users. To set a user as an Operator,
refer to Adding a new user to the system (see page 14) or Editing user details
(see page 16).
This page provides the ability to associate resources (refer to Associating resources with an
Operator (see page 24)) and remove associated resources from an Operator (refer to
Removing associated resources from an Operator (see page 24)).
Once resources have been associated with the user they can be used when scheduling an
evaluation for the Operator (refer to Creating an evaluation schedule in NICE Inform
Evaluator).
NOTE: The Save and Cancel buttons are inactive on the Resources page.
– Check the Auto Discover box. Notifications will be delivered to the email
address associated with the users Active Directory entry. The email address is
displayed as read-only in the Address text box below.
NOTE: For users that have been added as NICE inform users and not associated with
an Active Directory entry, the Auto Discovery box is disabled and therefore you
MUST enter the address manually using the Address text box.
Recovering the user's email address from Active Directory can take some time.
During this period, the text Discovering... is displayed.
– Uncheck the Auto Discovery box and enter the email address in the Address
text box.
2. Click the Save button.
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2. Select the required user or users (using Microsoft Windows standard Shift and Ctrl
methods) for deletion within the Group Members table.
5. A progress dialog is presented providing a summary you that the changes to the
user (or users) have been saved.
– Check the Close dialog when complete box, which causes the dialog to close
automatically shortly the deletion process completes, unless an error has
occurred.
– Once the deletion process is complete, click the Close button to close the
dialog.
The user (or users) is now deleted from the system and will appear in the Non active users
(see page 21) list.
Users that have been deleted from the system (refer to Deleting a user (see page 21)) are
displayed within the Non Active Users group.
2. All the non active users are displayed in the Group Members list within the General
page.
NOTE: You CANNOT edit the Group name and Description text boxes.
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4. A progress dialog is presented providing a summary you that the changes to the non
active user (or users) have been saved.
– Check the Close dialog when complete box, which causes the dialog to close
automatically shortly the activation process completes, unless an error has
occurred.
– Once the activation process is complete, click the Close button to close the
dialog.
3. Click the Inform User tab and the Inform User page is presented.
NOTE: Leaving the Full access checked means this user can access NICE Inform
using any client workstation.
5. In the Workstations section, click the Assign button. The Assign Workstations to
User Wizard opens at the Welcome screen.
6. Click the Next button to continue and the Select Workstations screen is presented.
7. Select the required workstation from the Available workstations list and add them
to the Selected Workstations list.
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NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected workstations from the list:
8. Click the Next button to continue and the Summary screen is presented displaying
the workstation assigned to the user.
9. Click the Finish button to exit the wizard followed by the Save button. The
workstation is now assigned to the user.
NOTE: You can also assign a user to a workstation within the Workstations page at
the Organization level (refer to Assigning a user to a workstation (see page
11)).
3. Click the Inform User tab and the Inform User page is presented.
5. Select the workstation that is to be removed from the user from the Workstations
list.
7. The workstation is now removed from the user. If this is the last workstation (or only
workstation) removed for this user a confirmation message is presented informing
you that this user will no longer be able to access NICE Inform from a known
workstation:
NOTE: The Workstation that is currently being used CANNOT be removed from an
administrator account.
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To associate resources with an Operator for automatic evaluations that are created by
evaluation schedules:
4. Click the Associate button. The Associate Evaluation Resources Wizard opens
at the Welcome screen.
6. At the Associate Resources screen, select the resources to be associated with the
Operator:
a. Select either Recording systems or Resource groups from within the Groups
tree.
b. Select the resources to be added.
NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected resources from the list.
Removing resources from the list, removes their association from the Operator.
8. Click the Save button. The resources are now attached to the user group.
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4. Select the required resource or resources (using Microsoft Windows standard Shift
and Ctrl methods) within the Resources table.
Users can be imported from a CSV file into NICE Inform using the Import Users Wizard.
This method is quicker if you require adding multiple users at one time compared to adding
users individually via the New User Wizard (refer to Adding a new user to the system (see
page 14)).
Provided is an XLS template for you to enter the relevant details for all the users that you
wish to import into NICE Inform.
The template includes an example user and notes to provide guidance when entering your
users' details.
NOTE: Ensure that when entering the users' details such as the name of the profile
and user group is in the same case e.g. when adding a user into the Organizer
profile ensure that you enter an upper case 'O'.
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Once you have entered all the users in to the template you MUST ensure that it is saved as
a .CSV file before you can import it into the Import Users Wizard.
NOTE: If you are unable to open the XLS template, then a CSV template is provided.
The XLS and CSV templates can be found on the NICE Inform server in the following
location: D:\program files\NICE Systems\NICE Inform\Templates
Importing users
NOTE: Once you have just created a new user group and/or created a new profile you
MUST log out of NICE Inform and back in before importing new users into the
system.
3. Click the Import button and the Import Users Wizard opens at the Welcome
screen.
4. Select the Read the user information from a file radio button and click the Next
button.
– Click the Browse button and browse to the location of your created users' CSV
file and click the Open button.
– Type the path for the CSV file into the text box provided.
6. Check that the path displayed for the CSV users file is correct and click the Next
button to continue. A Wizard Progress dialog is presented providing a summary of
the users’ validation process.
– Check the Close dialog when complete box, which causes the dialog to close
automatically shortly after the validation process completes, unless an error has
occurred.
– Once the validation process is complete, click the Close button to close the
dialog.
8. At the Summary screen, the following information is displayed:
– The number of users that will be imported out of the total number requested.
– Any users that failed the validation process and that cannot be imported are
displayed in the accompanying table. The Validation failure column provides a
basic description as to the failure and the Field value column displays the text in
the field that failed the validation.
Examples why importing a user may fail the validation process:
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➢ The user is being added to a user group that does not exist.
NOTE: If the same user group name exists in more than one location, the user group
name needs to reflect the path of the user group using the provided template.
For example, if a user group called Dispatchers is a sub user group under a
parent group of Fire and Police, for the group name you must either enter
File\Dispatchers or Police\Dispatchers. The user will get imported to the
location that you specify.
➢ The user is being added to a group that has a backslash (\) in its name.
➢ The user is being attached to a profile that does not exist.
➢ The user is being attached to a profile that contains NICE Inform User
Administration and/or NICE Inform System Administration and the password
does not include the required number of characters as set by the
Administrator Password Checking feature in the Passwords page (refer
to Setting password details (see page 7)).
➢ The user being imported has the same name as a current user.
NOTE: If all users will be imported without any validation failures the Summary page
changes to inform you that the users are ready to be imported.
9. Click the Finish button to import the users and a Wizard Progress dialog is
presented providing a summary of the imported users.
– Check the Close dialog when complete box, which causes the dialog to close
automatically shortly after the import process completes, unless an error has
occurred.
– Once the import process is complete, click the Close button to close the dialog.
The users are now shown in the table in the General page and associated with the user
groups and profiles that you have defined.
NOTE: If you import a user (or users) with a second password set but the Require
second password option is not enabled in the Security page within NICE
Inform User Administration, the second password is NOT imported with the
users' details.
You MUST be logged into the same domain as the NICE Inform server when
importing users from a Microsoft Active Directory domain.
NICE Inform users can be imported from a Microsoft Active Directory domain using the
Import Users Wizard.
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This method is quicker if you require adding multiple Active Directory domain users at one
time compared to adding users individually via the New User Wizard (refer to Adding a new
user to the system (see page 14)).
3. Click the Import button and the Import Users Wizard opens at the Welcome
screen.
4. Select the Read the user information from Active directory radio button and click
the Next button.
5. At the Select Users screen, select the required domain node in the tree. All the
users associated with that node are displayed in the Available users list.
NOTE: When browsing Active Directory from your workstation, you will ONLY see
users on the domain that the workstation is connected to and NOT the domain
that the NICE Inform server is connected to. This means the workstation
should be on the same domain as the NICE Inform server when importing
users otherwise the import might product unpredictable results.
Refer to Adding and removing items (see page 4) on how to add or remove
selected users from the list:
7. At the Select User Group screen, select the user group to add the imported users
to.
NOTE: The user group list is dependent on user groups being created (refer to
Creating a new user group (see page 29)).
8. At the Select Profile (Optional) screen, select the required profile to attach the
users to. The details for that profile are listed as read-only in the Profile Details
section.
NOTE: The user group list is dependent on user groups being created (refer to
Creating a new user group (see page 29)).
10. At the Summary screen, click the Finish button to import the users and a Wizard
Progress dialog is presented providing a summary of the imported users.
If there are one or more users that cannot get imported, the Summary screen will
change to display a table including the following information:
– The number of users that will be imported out of the total number requested.
– Any users that failed the validation process and that cannot be imported are
displayed in the accompanying table. For example, Active Directory users that
have already been imported into Inform would appear in this list. The Validation
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failure column provides a basic description as to the failure and the Field value
column displays the text in the field that failed the validation.
11. Do one of the following:
– Check the Close dialog when complete box, which causes the dialog to close
automatically shortly after the import process completes, unless an error has
occurred.
– Once the import process is complete, click the Close button to close the dialog.
The users are now shown in the table in the General page and associated with the user
groups and profiles that you have defined.
NOTE: The new group will be created as a sub-group of the one selected.
2. Click the New button and select New User Group from the drop down menu.
The New User Group Wizard opens at the Welcome screen. Click the Next button
to continue.
3. At the Group Name and Description screen, enter the Name of the new group
(mandatory) and Description (if required) in the text boxes provided.
5. At the Add Users (Optional) screen, select the required user group node in the
tree. The users associated with that node are displayed alongside, including any
sub-groups.
NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected users from the list.
a. Select either Recording systems or Resource groups from within the Groups
tree.
b. Select the resources to be added.
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NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected resources from the list:
– Expand the All users node and select either the Administrators or a
custom user group node.
– Use the Search facility to find the required user group (refer to Searching for
users, user groups and profiles (see page 49)).
2. In the right hand pane, two tabbed pages (General and Resources) are available
for editing. Click the tab of the page you wish to view. The pages are summarized in
the following sections:
NOTE: You CANNOT edit the Group name and Description text boxes for the
Administrators and Non Active Users groups.
2. Configure the users within the user group as required using the following options:
– Show non active/Hide non active - click the Show non active/Hide non
active button to display/hide all non active users within the Group Members
table. In the table, active users are show with an icon and non active users
are shown with an icon.
NOTE: The Show non active/Hide non active button is ONLY available when you
have selected the All Users node.
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You CANNOT remove manager status from yourself unless you are an
Administrator.
This user will now have manager status within this group which allows the user to:
– Add - click this button and the Add Group Members Wizard starts so you can
add user group members to the selected group (refer to Adding user group
members (see page 32)).
– Remove - to remove a user from the selected user group, select the required
user for removal from the Group Members table and click the Remove button.
Click the Yes button to the resulting confirmation message. The user is now
removed from the user group.
NOTE: The Add and Remove buttons are ONLY displayed within the General page in
the Administrators group and 'custom' user groups nodes.
– New - starts the New User Wizard whereby you can add a new user to the
system (refer to Adding a new user to the system (see page 14)).
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– Delete - to delete a user from the system, select the required user for deletion
from the Group Members table and click the Delete button. Click the Yes
button to the resulting confirmation message. The user will now be removed
from the system.
– Import - starts the Import Users Wizard, whereby you can import users from a
CSV file in to the system (refer to Importing users from a CSV file (see page
25)).
NOTE: The New, Delete and Import buttons are ONLY displayed within the General
page in the All Users node.
▪ Click the Attach button to attach additional resources to a user group. The Attach
Resources Wizard starts (refer to Attaching resources to a user group (see page
51)). Once a user has been added to a user group, the resources are assigned to
that user and its sub groups.
▪ Click the Remove button to remove the required resources from the group.
To remove resources from the user group:
1. Select the required resource or resources (using Microsoft Windows standard Shift
and Ctrl methods). A message is presented confirming the removal.
NOTE: You can ONLY remove resources directly attached to the current group. In the
instance that you are trying to remove resources assigned to sub groups then
you will be presented with a message informing you that you cannot remove
the resources. Click OK and the resources will NOT be removed.
▪ Click the Show resource pairs button to display any paired resources in the
resources table. Paired resources are used for parallel recording in resilient systems
(refer to Adding an NLS audio resource manually or Editing an NLS audio resource
within NICE System Administration).
3. In the Group Members table, click the Add button. The Add User Group Members
Wizard opens at the Welcome screen. Click the Next button to continue.
4. At the Select Users screen, select the required user group where the users are to
be added from.
NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected users from the list.
6. You are then presented with a Summary screen showing you a list of users you
have selected for this group.
7. Click the Finish button followed by the Save button to add the users to the group.
The Move feature allows you to move a user group and its sub-groups (if any) from one node
in the tree to another.
3. The Move Group dialog is presented showing the tree structure of the user groups
that you have privilege to see.
4. Select the required group as the new parent group, and click the OK button.
The group is moved, together with all its sub groups, members and resources to the new
location.
2. Click the Attach button. The Attach Users to Profile Wizard opens at the
Welcome screen. Click the Next button to continue.
3. At the Select Users screen, select the required User Group node in the tree. The
users associated with that node are displayed in the Available users list.
NOTE: Refer to Adding and Removing Items (see page 4) on how to add or remove
selected users from the list:
6. You are then presented with a Summary screen. Check that the correct users are to
be added to the correct profile. Once satisfied, click the Finish button. If any of the
information within the Summary screen is incorrect, click the Back button to make
any changes.
The users are now located in the Users list associated with the profile.
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3. In the Users list, select the user to be removed from the profile.
The user is now removed from the Users list associated with the profile.
NOTE: You CANNOT remove the default Administrator account from the Administrator
profile.
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6 Profiles
Users are given permission to use certain NICE Inform application and application features
by attaching a profile to them. A profile defines the module and features (application
privileges) that are available for a user. Profiles define the roles the users perform within the
module, such as a Supervisor or Investigator.
NOTE: On some system configurations, not all features are installed. Therefore, some
application privileges will not do anything.
The following NICE Inform applications and their application privileges are listed below:
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Distribute and export incident Enables access to export incident folders and distribute incident
folders folders. You can select the level of control (by clicking the Edit
button) when distributing incident folders. Select one of the
following:
▪ Full control - you can distribute whole incidents, incident
folders, or any entire selection within an incident (e.g. a
recording or a file).
▪ Whole incident folders only - you can ONLY distribute
whole incidents or incident folders.
Edit incident access privileges Enables changing the access privileges for the selected incident.
Manage incident profiles Enables access to create, edit and delete Distribution Profiles.
Create EMC Centera locked Enables access to create an incident snapshot whereby incidents
copies are copied and locked. This feature is ONLY available when NICE
Inform Organizer is setup with an EMC Centera device for its
incident storage.
Allow Media Player distribution Enables access to create a distribution in NICE Inform Media
without password Player format without a password.
Create Inform Media Player Enables access to create a distribution in NICE Inform Media
distributions Player format.
Copy data between incidents Enables you to configure (by clicking the Edit button) the level of
control when copying Reconstruction Content (recordings)
between incidents. Select one of the following:
▪ Full control - you can copy all Reconstruction Content
between incidents.
▪ Between markers only - you can ONLY copy Reconstruction
Content that is between playback markers.
Delete Reconstruction Content Enables access to delete Reconstruction Content from an incident.
Import external media Enables access to import external media into a Reconstruction
Content incident folder.
Edit of imported external media Enables access to edit the properties of external imported media.
properties
Add partial items to Organizer Enables access to add partial selections to Organizer.
Create and edit audio Enables access to the Redaction panel in order to create audio
redactions redactions.
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Replay restricted calls and Enables access to replay audio recording and read text
remove restrictions from calls conversations that have been marked as restricted and enables
the ability to remove restrictions on audio recording and text
conversations.
Create report form template Enables access to create a new report from a supplied template.
Create report from existing copy Enables access to create a copy of an existing report.
Complete any evaluation Enables access to set evaluations to the Complete state that the
user has evaluate rights for.
Manage evaluation creation Enables the creation and deletion of evaluation schedules.
schedules
Schedule CAD incidents for Enables access to schedule CAD incidents for evaluations.
evaluation
Move 'In Progress evaluations Enables access to set evaluation to the In progress state to the
back to 'Created' Created state for evaluations that the user has evaluate rights for.
Restrict calls playback to a Enables restriction when replaying audio recordings and read text
limited group in Inform users conversations that have been marked as restricted.
Replay restricted calls and Enables access to replay audio recording and read text
remove restrictions from calls conversations that have been marked as restricted and enables
the ability to remove restrictions on audio recording and text
conversations.
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Edit users Enables access to edit user details but NOT delete. If the Add,
edit, delete users privilege is enabled, it over-rides this privilege.
Add, edit and delete user Enables access to add, edit and delete user groups.
groups
Manage the contents of user Enables access to add and remove users from within user groups.
groups
Add, edit and delete application Enables access to create, edit and delete created application
profiles profiles. It is NOT possible to add, edit or delete system generated
profiles.
Edit application profiles Enables access to edit existing application profiles. If the Add,
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Use the New Profile Wizard to create a new custom profile with the applications and
associated privileges that you require. Once created, you can attach a user to this profile
(refer to Attaching a user to a profile (see page 34)).
2. The New Profile Wizard opens at the Welcome screen. Click the Next button to
continue.
3. At the Profile Name and Description screen, enter the Name of the new profile
(mandatory) and Description (if required) in the text box provided.
4. Click the Next button to continue and the Application Privileges screen is
presented.
5. Set the required applications and associated privileges for the new profile.
6. Allocate the Application privileges that will apply to this profile doing one of the
following:
– Checking the associated check boxes. For help regarding what each application
privilege means, refer to Application privileges (see page 36).
NOTE: To select all application privileges, click the Select All button and to deselect
all privileges, click the Clear All button.
NOTE: If there is a parameter set within the Privilege parameters column, then this
can be edited. Select the application privilege and click the Edit button. The
Edit Privilege Parameter dialog is presented with an extra drop down box to
select the value for this parameter.
8. At the Summary screen, check that the details for the profile are correct. Once
satisfied, click the Finish button. If any of the information within the Summary screen
is incorrect, click the Back button to make any changes.
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3. Edit the Profile name and Description using the associated text boxes as required.
4. Update the applications that will apply to this profile by checking/unchecking the
associated check boxes as required.
5. Update the Application Privileges that will apply to this by doing one of the
following:
– Checking/unchecking the associated check boxes. For help regarding what each
application privilege means, refer to Application privileges (see page 36).
NOTE: To select all application privileges, click the Select All button and to deselect
all privileges, click the Clear All button.
NOTE: If there is a parameter set within the Privilege parameters column, then this
can be edited. Select the application privilege and click the Edit button. The
Edit Privilege Parameter dialog is presented with an extra drop down box to
select the value for this parameter.
NOTE: You CANNOT edit the Profile and Description text boxes within the
Administrators profile.
There is also a Users page available when editing a profile. Here you can attach a user to a
profile (refer to Attaching a user to a profile (see page 34)) and remove a user from a profile
(refer to Removing a user from a profile (see page 34)).
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To delete a profile:
1. In the tree pane, expand the Profiles node and select the required Profile
node for deletion.
2. In the button bar, click the Delete button. A message is presented confirming the
deletion.
2. Select the User from the Group Members table and double-click.
4. Click the Attach button and the Attach Profile Wizard opens at the Welcome
screen. Click the Next button to continue.
5. At the Select Profile screen, select the required profile. The details for that profile
are listed as read-only in the Profile Details section.
7. At the Summary screen check the details for this user are correct. Once satisfied,
click the Finish button. If any of the information within the Summary screen is
incorrect, click the Back button to make any changes.
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NOTE: If a user is attached to a profile that has either (or both) System Administration
or User Administration applications, then the password must pass the
administrator password check if it is set within the Passwords page (refer to
Setting password details (see page 7)). If the password does not pass the
check, this user MUST change their password the next time they log into NICE
Inform.
2. Select the user from the Group Members table and double-click.
4. Within the Attached Profile table, select the required profile to be removed from the
user.
The profile is now removed from the Attached Profiles list associated with the user.
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NICE INFORM USER ADMINISTRATION USER GUIDE Searching for users, user groups and profiles
– % for anything, e.g. WATER% finds items that start with the characters
‘WATER’, ‘waterfall’, ‘waterproof’, etc. %WATER will find items that end in
‘WATER’, ‘freshwater, ‘breakwater’, etc. ‘%WATER%’ will return any item
containing the term ‘WATER’. The '%' cannot be the only character in the term.
If you want to search for a string containing the '%' symbol, use the special
sequence '%%'.
– ? for a single character, e.g. ‘90?10’ will find the terms ‘90110’, ‘90210’, ‘90310’,
‘90A10’, etc. The question mark cannot be the only character in the term. If you
want to search for a string contains the '?' symbol, use the special sequence '?'.
4. Check one or more of the following options: Users, User Groups, Profiles, and
Include descriptions in search.
NOTE: By default, one option is selected whenever the dialog opens, depending on
which entry in the tree you have selected. However, you can select more than
one option.
5. On completion, click the OK button and the Search Results page is presented
displaying all the results in the Results table. To view details, double-click anywhere
in the associated column in the Results table.
NOTE: You can delete any users from the system that have been returned in the
search (refer to Deleting users from search results (see page 49)).
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NOTE: Refer to Searching for users, user groups and profiles (see page 49) for help
performing a search.
3. Select the required users or a group of users (using Microsoft Windows standard
Shift and Ctrl methods).
4. Click the Delete Users button and a confirmation message is presented listing the
users that are going to be deleted.
6. A Wizard Progress dialog is presented providing a summary of the users that are
being deleted.
– Check the Close dialog when complete box, which causes the dialog to close
automatically shortly after the deletion process completes, unless an error has
occurred.
– Once the deletion process is complete, click the Close button to close the
dialog.
The user (or users) is now deleted from the system and will appear in the Non active users
(see page 21) list.
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NICE INFORM USER ADMINISTRATION USER GUIDE Attaching resources to a user group
2. Click the Resources tab and click the View all resources link. After a period of time
(depending on how many resources are associated with the selected group), the
associated resources are listed in the Resources page.
3. Click the Attach button. The Attach Resources Wizard opens at the Welcome
screen.
5. At the Attach Resources screen, select the resources to be added to the user
group:
a. Select either Recording systems or Resource groups from within the Groups
tree.
b. Select the resources to be added.
NOTE: Refer to Adding and removing items (see page 4) on how to add or remove
selected resources from the list:
NOTE: You can attach a mixture of both types of resource by selecting those you
require from one type and clicking Add, then selecting from the other type and
clicking Add again.
6. At the Summary screen, check that the details for resources to be attached to the
user group are correct. Once satisfied, click the Finish button. If any of the
information within the Summary screen is incorrect, click the Back button to make
any changes.
7. Click the Save button. The resources are now attached to the user group.
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