Running the Profile Editor


Overview

Tasks

Included with

Tivoli Service Desk

Overview

Profile Editor

The Profile Editor is an application that you use to configure profiles for users before anyone starts to use Tivoli Service Desk. After your Tivoli Service Desk installation is up and running, you can continue to use the Profile Editor to create and maintain profiles.

The Profile Editor can be run independently of Tivoli Service Desk or as a system action on a Tivoli Service Desk menu or toolbar.

Profile Configuration dialog box

The Profile Editor displays the Profile Configuration dialog box, which you can use to configure all the elements that make up profiles: action groups, system actions, toolbars, and menus. You also assign users and groups to profiles in this dialog box. For more information, see Configuring Profiles.

The Profile Configuration dialog box contains these tabs:

Tab Function
Profiles tab Selecting an existing profile from the Profiles list in the Profiles tab enables you to configure the menu or toolbar for the selected profile. You can also assign users or groups to it, or designate which action groups belong to the profile. See Selecting Profiles.
General tab You assign users, groups, and action groups to profiles. You can also create new profiles and designate a default system profile. See Configuring Profiles.
Toolbar Buttons tab You configure the toolbar buttons that appear in in a profile for selected users. You also configure the icon that appears on each toolbar button and define which system action is invoked by a toolbar button. See Configuring Toolbar Buttons.
Menu Items tab You configure the menus that appear in a profile for selected users. You also configure which menu commands appear on these menus. See Configuring Menu Items.
Action Group tab You can create and modify action groups. Action groups contain related system actions and are used to create profiles. See Configuring Action Groups.
System Actions tab You maintain the list of system actions. You can add, edit and delete system actions. You can also assign rights to system actions to restrict access. Only users who have the necessary rights can access system actions with required rights. See Configuring System Actions.

Tasks

Running the Profile Editor

To start the Profile Editor, log on by providing your user ID and a password, if required. A user ID is required for security purposes.

Note: When you first configure Tivoli Service Desk applications, you must run the Profile Editor from the operating system level until you assign a profile which includes the Profile Editor to EXAV. Then you can create a TSD user ID for yourself and assign yourself a profile that includes the Profile Editor. Once this is done, you can run the Profile Editor from inside Tivoli Service Desk.

Note: TSD Administration and User Administration rights are required to run the Profile Editor.

Do one of the following:

  • If you are using the Tivoli Service Desk Administrator profile, from the Edit menu choose Profiles to access the Profile Editor.
  • From the Help menu, choose Your System Profile and follow the instructions under Configure Profile.

Running the Profile Editor from the operating system level

Depending on your operating system, you can start the Profile Editor in several ways. To start the program in Windows, OS/2, and UNIX operating systems:
  1. Use this table to determine your first action.

  2. If you are using... then...
    Windows 95 or Windows 98 or Windows NT 4.0
    1. From the Taskbar, choose Start.
    2. Point to Programs, point to Tivoli Service Desk 6.0, choose Service Desk, then choose Profile Editor.
    OS/2
    1. Choose the Tivoli Service Desk folder.
    2. Choose the Profile Editor icon.
    UNIX
    1. Change to the directory where the Profile Editor program resides.
    2. At the command line, do one of the following:
      • Type kml profedit and press Enter.
      • Type profedit and press Enter.


  3. In the TSD Log On dialog box, type your user ID.
  4. In the Password box, type your password if one is required.
    Note: Depending on the configuration of your database, the User ID and Password boxes may be case-sensitive. If so, you must type your logon ID and password exactly as you created them.
  5. Choose OK.
    One of two things happens:
    • If you typed a valid logon ID and password, the Profile Configuration dialog box appears.
    • If you did not type a valid logon ID and password, an Error message appears. Choose OK and go back to step 2.

Quitting the Profile Editor

To quit the Profile Editor:
  1. Finish any current modifications to profiles.
  2. Choose Close.