Creating parties
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Hello all,
I didn't use the parties component extensively, and don't know a lot about it. Here's the scenario we have. Three Group parties: Programmers Recruiter Sales /marketing/Distributing The distributor obtains the requirements and hires the Programmers through the "Recruitment" company. Billing is done by hour. In each company there's two employees that interact with the system. programmer1 , programmer2 hr manager 1, hr manager2 project manager1, project manager2 We need to setup the system, to handle the requirements communication, timesheet, project management ... etc. I have created the three group parties, and 6 employees parties, and stopped there not knowing how to connect them. How to associate users (employee) with companies (Group Party) ? I tried to go to Relationships page and use "Add other party relationship", but those fields are not clear to me. For example "in the Role of" .... etc. Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? How many accounts I need, knowing that the recruiter get a percentage ? What do I need to do after that ? Guessing is not very help full here as it relies on trial and error, and an error may not be initially visible. So I like to get an advice from someone with more experience in this area. Thank you. |
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there is not much documented in ofbiz about party.
however if you read the Data model book Vol I you will see a lot about partyrelationsips. Good diagram on pg 41 In this case you would have party relationship with the company that supplies contractors so you need to setup the roles of each party then setup the relationship between them start with organizational party relationship then individual (person) realtionships with organizations. example the programmer would be a employee role with the recruitment company if they contract, then the programmer would have a contractor relationship with the Company. the rest you can get from the demo data or you can look at the demo site at the different parties to see the relationships. Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > Hello all, > I didn't use the parties component extensively, and don't know a lot about it. > Here's the scenario we have. Three Group parties: > Programmers > Recruiter > Sales /marketing/Distributing > The distributor obtains the requirements and hires the Programmers > through the "Recruitment" company. Billing is done by hour. > In each company there's two employees that interact with the system. > programmer1 , programmer2 > hr manager 1, hr manager2 > project manager1, project manager2 > > We need to setup the system, to handle the requirements communication, > timesheet, project management ... etc. > I have created the three group parties, and 6 employees parties, and > stopped there not knowing how to connect them. > > How to associate users (employee) with companies (Group Party) ? > I tried to go to Relationships page and use "Add other party > relationship", but those fields are not clear to me. For example "in > the Role of" .... etc. > Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > How many accounts I need, knowing that the recruiter get a percentage ? > > What do I need to do after that ? > > Guessing is not very help full here as it relies on trial and error, > and an error may not be initially visible. So I like to get an advice > from someone with more experience in this area. > > Thank you. > |
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BJ thank you.
My question is related more to ofbiz usage. In the relationship page: https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee you can see some fields that are not clear to me. To be more specific, We have: in the role of | is A of Party | in the role of There two relations for DemoEmployee. And each relation has two fields "in the Role Of". Further more, there is some confusion about where to relate employee to organization. I mean if you go to: https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee You will see four tabs with labels indicates similar functionality: -Roles -Link Party -Relationships -Segments What is the difference between these ? To add employee to Organization I need to use ..... ? May be it's a good opportunity to discuss and document each of them, instead of referring me to the "BOOK" ;) On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > there is not much documented in ofbiz about party. > however if you read the Data model book Vol I you will see a lot about > partyrelationsips. Good diagram on pg 41 > In this case you would have party relationship with the company that > supplies contractors > so you need to setup the roles of each party then setup the relationship > between them > start with organizational party relationship then individual (person) > realtionships with organizations. > > example > the programmer would be a employee role with the recruitment company if > they contract, then the programmer would have a contractor relationship > with the Company. > > the rest you can get from the demo data or you can look at the demo site > at the different parties to see the relationships. > > Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >> Hello all, >> I didn't use the parties component extensively, and don't know a lot about it. >> Here's the scenario we have. Three Group parties: >> Programmers >> Recruiter >> Sales /marketing/Distributing >> The distributor obtains the requirements and hires the Programmers >> through the "Recruitment" company. Billing is done by hour. >> In each company there's two employees that interact with the system. >> programmer1 , programmer2 >> hr manager 1, hr manager2 >> project manager1, project manager2 >> >> We need to setup the system, to handle the requirements communication, >> timesheet, project management ... etc. >> I have created the three group parties, and 6 employees parties, and >> stopped there not knowing how to connect them. >> >> How to associate users (employee) with companies (Group Party) ? >> I tried to go to Relationships page and use "Add other party >> relationship", but those fields are not clear to me. For example "in >> the Role of" .... etc. >> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >> How many accounts I need, knowing that the recruiter get a percentage ? >> >> What do I need to do after that ? >> >> Guessing is not very help full here as it relies on trial and error, >> and an error may not be initially visible. So I like to get an advice >> from someone with more experience in this area. >> >> Thank you. >> > |
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Each organization will model different relationships - depending on the
organization's needs. The Data Model Resource Book explains party relationships very well. If you have two parties that are related, each party plays a role in that relationship, and the relationship requires a description. Party Adrian in the role of private individual is a citizen of party United States in the role of government organization. Party Adrian in the role of computer programmer is a community member of party OFBiz Project in the role of open source community. Party Adrian in the role of... -Adrian On 6/27/2011 12:28 PM, Mansour Al Akeel wrote: > BJ thank you. > > My question is related more to ofbiz usage. In the relationship page: > https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > you can see some fields that are not clear to me. To be more specific, We have: > in the role of | is A of Party | in the role of > > There two relations for DemoEmployee. And each relation has two fields > "in the Role Of". > Further more, there is some confusion about where to relate employee > to organization. I mean if you go to: > > https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > > You will see four tabs with labels indicates similar functionality: > -Roles > -Link Party > -Relationships > -Segments > > > What is the difference between these ? To add employee to Organization > I need to use ..... ? > May be it's a good opportunity to discuss and document each of them, > instead of referring me to the "BOOK" ;) > > > > On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman<[hidden email]> wrote: >> there is not much documented in ofbiz about party. >> however if you read the Data model book Vol I you will see a lot about >> partyrelationsips. Good diagram on pg 41 >> In this case you would have party relationship with the company that >> supplies contractors >> so you need to setup the roles of each party then setup the relationship >> between them >> start with organizational party relationship then individual (person) >> realtionships with organizations. >> >> example >> the programmer would be a employee role with the recruitment company if >> they contract, then the programmer would have a contractor relationship >> with the Company. >> >> the rest you can get from the demo data or you can look at the demo site >> at the different parties to see the relationships. >> >> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>> Hello all, >>> I didn't use the parties component extensively, and don't know a lot about it. >>> Here's the scenario we have. Three Group parties: >>> Programmers >>> Recruiter >>> Sales /marketing/Distributing >>> The distributor obtains the requirements and hires the Programmers >>> through the "Recruitment" company. Billing is done by hour. >>> In each company there's two employees that interact with the system. >>> programmer1 , programmer2 >>> hr manager 1, hr manager2 >>> project manager1, project manager2 >>> >>> We need to setup the system, to handle the requirements communication, >>> timesheet, project management ... etc. >>> I have created the three group parties, and 6 employees parties, and >>> stopped there not knowing how to connect them. >>> >>> How to associate users (employee) with companies (Group Party) ? >>> I tried to go to Relationships page and use "Add other party >>> relationship", but those fields are not clear to me. For example "in >>> the Role of" .... etc. >>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>> How many accounts I need, knowing that the recruiter get a percentage ? >>> >>> What do I need to do after that ? >>> >>> Guessing is not very help full here as it relies on trial and error, >>> and an error may not be initially visible. So I like to get an advice >>> from someone with more experience in this area. >>> >>> Thank you. >>> |
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Adrian,
thank you. The examples you gave, explains a bit. Let's try to add a relationship here: https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=Developer1 Under : Add other party relationship To Party ID Developer1 in the role of [select Conetent Administrator] is A: [Select assistant] From Party ID : Company is A: [Select internal Organization] You will get: The Following Errors Occurred: ERROR: Could not complete the createPartyRelationship [file:/home/ofbiz/trunk/applications/party/script/org/ofbiz/party/party/PartyServices.xml#createPartyRelationship] process [problem creating the newEntity value: Error while inserting: [GenericEntity:PartyRelationship][comments,null()][createdStamp,2011-06-27 15:24:17.76(java.sql.Timestamp)][createdTxStamp,2011-06-27 15:24:17.687(java.sql.Timestamp)][fromDate,2011-06-27 15:24:17.751(java.sql.Timestamp)][lastUpdatedStamp,2011-06-27 15:24:17.76(java.sql.Timestamp)][lastUpdatedTxStamp,2011-06-27 15:24:17.687(java.sql.Timestamp)][partyIdFrom,company(java.lang.String)][partyIdTo,Developer1(java.lang.String)][partyRelationshipTypeId,ASSISTANT(java.lang.String)][roleTypeIdFrom,INTERNAL_ORGANIZATIO(java.lang.String)][roleTypeIdTo,CONTENT_ADMIN(java.lang.String)][statusId,null()][thruDate,null()] (SQL Exception while executing the following:INSERT INTO OFBIZ.PARTY_RELATIONSHIP (PARTY_ID_FROM, PARTY_ID_TO, ROLE_TYPE_ID_FROM, ROLE_TYPE_ID_TO, FROM_DATE, THRU_DATE, STATUS_ID, RELATIONSHIP_NAME, SECURITY_GROUP_ID, PRIORITY_TYPE_ID, PARTY_RELATIONSHIP_TYPE_ID, PERMISSIONS_ENUM_ID, POSITION_TITLE, COMMENTS, LAST_UPDATED_STAMP, LAST_UPDATED_TX_STAMP, CREATED_STAMP, CREATED_TX_STAMP) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?) (INSERT on table 'PARTY_RELATIONSHIP' caused a violation of foreign key constraint 'PARTY_REL_FPROLE' for key (company,INTERNAL_ORGANIZATIO). The statement has been rolled back.))] Thank you. On Mon, Jun 27, 2011 at 8:02 AM, Adrian Crum <[hidden email]> wrote: > Each organization will model different relationships - depending on the > organization's needs. > > The Data Model Resource Book explains party relationships very well. If you > have two parties that are related, each party plays a role in that > relationship, and the relationship requires a description. > > Party Adrian in the role of private individual is a citizen of party United > States in the role of government organization. > Party Adrian in the role of computer programmer is a community member of > party OFBiz Project in the role of open source community. > Party Adrian in the role of... > > -Adrian > > > On 6/27/2011 12:28 PM, Mansour Al Akeel wrote: >> >> BJ thank you. >> >> My question is related more to ofbiz usage. In the relationship page: >> >> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >> you can see some fields that are not clear to me. To be more specific, We >> have: >> in the role of | is A of Party | in the role of >> >> There two relations for DemoEmployee. And each relation has two fields >> "in the Role Of". >> Further more, there is some confusion about where to relate employee >> to organization. I mean if you go to: >> >> >> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >> >> You will see four tabs with labels indicates similar functionality: >> -Roles >> -Link Party >> -Relationships >> -Segments >> >> >> What is the difference between these ? To add employee to Organization >> I need to use ..... ? >> May be it's a good opportunity to discuss and document each of them, >> instead of referring me to the "BOOK" ;) >> >> >> >> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman<[hidden email]> wrote: >>> >>> there is not much documented in ofbiz about party. >>> however if you read the Data model book Vol I you will see a lot about >>> partyrelationsips. Good diagram on pg 41 >>> In this case you would have party relationship with the company that >>> supplies contractors >>> so you need to setup the roles of each party then setup the relationship >>> between them >>> start with organizational party relationship then individual (person) >>> realtionships with organizations. >>> >>> example >>> the programmer would be a employee role with the recruitment company if >>> they contract, then the programmer would have a contractor relationship >>> with the Company. >>> >>> the rest you can get from the demo data or you can look at the demo site >>> at the different parties to see the relationships. >>> >>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>> >>>> Hello all, >>>> I didn't use the parties component extensively, and don't know a lot >>>> about it. >>>> Here's the scenario we have. Three Group parties: >>>> Programmers >>>> Recruiter >>>> Sales /marketing/Distributing >>>> The distributor obtains the requirements and hires the Programmers >>>> through the "Recruitment" company. Billing is done by hour. >>>> In each company there's two employees that interact with the system. >>>> programmer1 , programmer2 >>>> hr manager 1, hr manager2 >>>> project manager1, project manager2 >>>> >>>> We need to setup the system, to handle the requirements communication, >>>> timesheet, project management ... etc. >>>> I have created the three group parties, and 6 employees parties, and >>>> stopped there not knowing how to connect them. >>>> >>>> How to associate users (employee) with companies (Group Party) ? >>>> I tried to go to Relationships page and use "Add other party >>>> relationship", but those fields are not clear to me. For example "in >>>> the Role of" .... etc. >>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>> >>>> What do I need to do after that ? >>>> >>>> Guessing is not very help full here as it relies on trial and error, >>>> and an error may not be initially visible. So I like to get an advice >>>> from someone with more experience in this area. >>>> >>>> Thank you. >>>> > |
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Did you assign the Content Assistant role to the Developer1 party? If
the party is not a member of the role, then you can't set up a relationship using that role. -Adrian On 6/27/2011 3:25 PM, Mansour Al Akeel wrote: > Adrian, > thank you. The examples you gave, explains a bit. > Let's try to add a relationship here: > https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=Developer1 > > Under : Add other party relationship > To Party ID Developer1 > > in the role of [select Conetent Administrator] > is A: [Select assistant] > > From Party ID : Company > is A: [Select internal Organization] > > You will get: > > The Following Errors Occurred: > > ERROR: Could not complete the createPartyRelationship > [file:/home/ofbiz/trunk/applications/party/script/org/ofbiz/party/party/PartyServices.xml#createPartyRelationship] > process [problem creating the newEntity value: Error while inserting: > [GenericEntity:PartyRelationship][comments,null()][createdStamp,2011-06-27 > 15:24:17.76(java.sql.Timestamp)][createdTxStamp,2011-06-27 > 15:24:17.687(java.sql.Timestamp)][fromDate,2011-06-27 > 15:24:17.751(java.sql.Timestamp)][lastUpdatedStamp,2011-06-27 > 15:24:17.76(java.sql.Timestamp)][lastUpdatedTxStamp,2011-06-27 > 15:24:17.687(java.sql.Timestamp)][partyIdFrom,company(java.lang.String)][partyIdTo,Developer1(java.lang.String)][partyRelationshipTypeId,ASSISTANT(java.lang.String)][roleTypeIdFrom,INTERNAL_ORGANIZATIO(java.lang.String)][roleTypeIdTo,CONTENT_ADMIN(java.lang.String)][statusId,null()][thruDate,null()] > (SQL Exception while executing the following:INSERT INTO > OFBIZ.PARTY_RELATIONSHIP (PARTY_ID_FROM, PARTY_ID_TO, > ROLE_TYPE_ID_FROM, ROLE_TYPE_ID_TO, FROM_DATE, THRU_DATE, STATUS_ID, > RELATIONSHIP_NAME, SECURITY_GROUP_ID, PRIORITY_TYPE_ID, > PARTY_RELATIONSHIP_TYPE_ID, PERMISSIONS_ENUM_ID, POSITION_TITLE, > COMMENTS, LAST_UPDATED_STAMP, LAST_UPDATED_TX_STAMP, CREATED_STAMP, > CREATED_TX_STAMP) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, > ?, ?, ?) (INSERT on table 'PARTY_RELATIONSHIP' caused a violation of > foreign key constraint 'PARTY_REL_FPROLE' for key > (company,INTERNAL_ORGANIZATIO). The statement has been rolled back.))] > > > Thank you. > > > > > On Mon, Jun 27, 2011 at 8:02 AM, Adrian Crum > <[hidden email]> wrote: >> Each organization will model different relationships - depending on the >> organization's needs. >> >> The Data Model Resource Book explains party relationships very well. If you >> have two parties that are related, each party plays a role in that >> relationship, and the relationship requires a description. >> >> Party Adrian in the role of private individual is a citizen of party United >> States in the role of government organization. >> Party Adrian in the role of computer programmer is a community member of >> party OFBiz Project in the role of open source community. >> Party Adrian in the role of... >> >> -Adrian >> >> >> On 6/27/2011 12:28 PM, Mansour Al Akeel wrote: >>> BJ thank you. >>> >>> My question is related more to ofbiz usage. In the relationship page: >>> >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>> you can see some fields that are not clear to me. To be more specific, We >>> have: >>> in the role of | is A of Party | in the role of >>> >>> There two relations for DemoEmployee. And each relation has two fields >>> "in the Role Of". >>> Further more, there is some confusion about where to relate employee >>> to organization. I mean if you go to: >>> >>> >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>> >>> You will see four tabs with labels indicates similar functionality: >>> -Roles >>> -Link Party >>> -Relationships >>> -Segments >>> >>> >>> What is the difference between these ? To add employee to Organization >>> I need to use ..... ? >>> May be it's a good opportunity to discuss and document each of them, >>> instead of referring me to the "BOOK" ;) >>> >>> >>> >>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman<[hidden email]> wrote: >>>> there is not much documented in ofbiz about party. >>>> however if you read the Data model book Vol I you will see a lot about >>>> partyrelationsips. Good diagram on pg 41 >>>> In this case you would have party relationship with the company that >>>> supplies contractors >>>> so you need to setup the roles of each party then setup the relationship >>>> between them >>>> start with organizational party relationship then individual (person) >>>> realtionships with organizations. >>>> >>>> example >>>> the programmer would be a employee role with the recruitment company if >>>> they contract, then the programmer would have a contractor relationship >>>> with the Company. >>>> >>>> the rest you can get from the demo data or you can look at the demo site >>>> at the different parties to see the relationships. >>>> >>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>> Hello all, >>>>> I didn't use the parties component extensively, and don't know a lot >>>>> about it. >>>>> Here's the scenario we have. Three Group parties: >>>>> Programmers >>>>> Recruiter >>>>> Sales /marketing/Distributing >>>>> The distributor obtains the requirements and hires the Programmers >>>>> through the "Recruitment" company. Billing is done by hour. >>>>> In each company there's two employees that interact with the system. >>>>> programmer1 , programmer2 >>>>> hr manager 1, hr manager2 >>>>> project manager1, project manager2 >>>>> >>>>> We need to setup the system, to handle the requirements communication, >>>>> timesheet, project management ... etc. >>>>> I have created the three group parties, and 6 employees parties, and >>>>> stopped there not knowing how to connect them. >>>>> >>>>> How to associate users (employee) with companies (Group Party) ? >>>>> I tried to go to Relationships page and use "Add other party >>>>> relationship", but those fields are not clear to me. For example "in >>>>> the Role of" .... etc. >>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>> >>>>> What do I need to do after that ? >>>>> >>>>> Guessing is not very help full here as it relies on trial and error, >>>>> and an error may not be initially visible. So I like to get an advice >>>>> from someone with more experience in this area. >>>>> >>>>> Thank you. >>>>> |
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In reply to this post by Mansour
as both Adrian and I mentioned most of that would be described well in
the Data model book that ofbiz was modeled after, which is why not much documentation is written specifically in ofbiz. There are emails in the archive that have covered different parts of your question. Actually it has been a good time for the Documentation for over 6 years, problem is getting someone to volunteer to do it. We have added internal Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. Normally such Contributions have been from someone hiring someone to do the documentation, because it takes a lot of time to volunteer and those that have to make a living do not have such time free. Then that documentation was volunteered to ofbiz community. I limit my volunteer time per subject on the mailing list to 15 min, unless i have a vested interest in it. I have even stopped answering on here because my time has become very limited. as an example this email took over two hours to finish because of interruptions to do business. so maybe others that have the time will volunteer the information you desire. Most find the charge for the "BOOK" a lot less than hiring someone, or volunteering the time to document. That said, feel free once you understand to volunteer you time to documented this the way you think it should be done. BTW I have made this offer to others that presented the same proposal in the past and they have not volunteer such documentation yet. I would suggest you draw an organizational chart then use the fields in ofbiz to associated the chart to relationships. There is no "ONE" organization chart. Demo employee shows two relationships as examples, in a normal Company there may be many relationships. like the one that says the demo employee is a employee. you would use roles and relationship Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > BJ thank you. > > My question is related more to ofbiz usage. In the relationship page: > https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > you can see some fields that are not clear to me. To be more specific, We have: > in the role of | is A of Party | in the role of > > There two relations for DemoEmployee. And each relation has two fields > "in the Role Of". > Further more, there is some confusion about where to relate employee > to organization. I mean if you go to: > > https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > > You will see four tabs with labels indicates similar functionality: > -Roles > -Link Party > -Relationships > -Segments > > > What is the difference between these ? To add employee to Organization > I need to use ..... ? > May be it's a good opportunity to discuss and document each of them, > instead of referring me to the "BOOK" ;) > > > > On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >> there is not much documented in ofbiz about party. >> however if you read the Data model book Vol I you will see a lot about >> partyrelationsips. Good diagram on pg 41 >> In this case you would have party relationship with the company that >> supplies contractors >> so you need to setup the roles of each party then setup the relationship >> between them >> start with organizational party relationship then individual (person) >> realtionships with organizations. >> >> example >> the programmer would be a employee role with the recruitment company if >> they contract, then the programmer would have a contractor relationship >> with the Company. >> >> the rest you can get from the demo data or you can look at the demo site >> at the different parties to see the relationships. >> >> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>> Hello all, >>> I didn't use the parties component extensively, and don't know a lot about it. >>> Here's the scenario we have. Three Group parties: >>> Programmers >>> Recruiter >>> Sales /marketing/Distributing >>> The distributor obtains the requirements and hires the Programmers >>> through the "Recruitment" company. Billing is done by hour. >>> In each company there's two employees that interact with the system. >>> programmer1 , programmer2 >>> hr manager 1, hr manager2 >>> project manager1, project manager2 >>> >>> We need to setup the system, to handle the requirements communication, >>> timesheet, project management ... etc. >>> I have created the three group parties, and 6 employees parties, and >>> stopped there not knowing how to connect them. >>> >>> How to associate users (employee) with companies (Group Party) ? >>> I tried to go to Relationships page and use "Add other party >>> relationship", but those fields are not clear to me. For example "in >>> the Role of" .... etc. >>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>> How many accounts I need, knowing that the recruiter get a percentage ? >>> >>> What do I need to do after that ? >>> >>> Guessing is not very help full here as it relies on trial and error, >>> and an error may not be initially visible. So I like to get an advice >>> from someone with more experience in this area. >>> >>> Thank you. >>> >> > |
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Ok, I ordered the book, and just recieved it. I will check this part as
soon as I can. I didn't recieve the CD with the book. Is this important ? On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: > as both Adrian and I mentioned most of that would be described well in > the Data model book that ofbiz was modeled after, which is why not much > documentation is written specifically in ofbiz. > > There are emails in the archive that have covered different parts of > your question. > > Actually it has been a good time for the Documentation for over 6 years, > problem is getting someone to volunteer to do it. We have added internal > Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. > > Normally such Contributions have been from someone hiring someone to do > the documentation, because it takes a lot of time to volunteer and those > that have to make a living do not have such time free. Then that > documentation was volunteered to ofbiz community. > > I limit my volunteer time per subject on the mailing list to 15 min, > unless i have a vested interest in it. I have even stopped answering on > here because my time has become very limited. as an example this email > took over two hours to finish because of interruptions to do business. > > so maybe others that have the time will volunteer the information you > desire. > > Most find the charge for the "BOOK" a lot less than hiring someone, or > volunteering the time to document. > > That said, feel free once you understand to volunteer you time to > documented this the way you think it should be done. > BTW I have made this offer to others that presented the same proposal in > the past and they have not volunteer such documentation yet. > > I would suggest you draw an organizational chart then use the fields in > ofbiz to associated the chart to relationships. There is no "ONE" > organization chart. > > Demo employee shows two relationships as examples, in a normal Company > there may be many relationships. like the one that says the demo > employee is a employee. > > you would use roles and relationship > > Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > > BJ thank you. > > > > My question is related more to ofbiz usage. In the relationship page: > > https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > > you can see some fields that are not clear to me. To be more specific, We have: > > in the role of | is A of Party | in the role of > > > > There two relations for DemoEmployee. And each relation has two fields > > "in the Role Of". > > Further more, there is some confusion about where to relate employee > > to organization. I mean if you go to: > > > > https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > > > > You will see four tabs with labels indicates similar functionality: > > -Roles > > -Link Party > > -Relationships > > -Segments > > > > > > What is the difference between these ? To add employee to Organization > > I need to use ..... ? > > May be it's a good opportunity to discuss and document each of them, > > instead of referring me to the "BOOK" ;) > > > > > > > > On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > >> there is not much documented in ofbiz about party. > >> however if you read the Data model book Vol I you will see a lot about > >> partyrelationsips. Good diagram on pg 41 > >> In this case you would have party relationship with the company that > >> supplies contractors > >> so you need to setup the roles of each party then setup the relationship > >> between them > >> start with organizational party relationship then individual (person) > >> realtionships with organizations. > >> > >> example > >> the programmer would be a employee role with the recruitment company if > >> they contract, then the programmer would have a contractor relationship > >> with the Company. > >> > >> the rest you can get from the demo data or you can look at the demo site > >> at the different parties to see the relationships. > >> > >> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > >>> Hello all, > >>> I didn't use the parties component extensively, and don't know a lot about it. > >>> Here's the scenario we have. Three Group parties: > >>> Programmers > >>> Recruiter > >>> Sales /marketing/Distributing > >>> The distributor obtains the requirements and hires the Programmers > >>> through the "Recruitment" company. Billing is done by hour. > >>> In each company there's two employees that interact with the system. > >>> programmer1 , programmer2 > >>> hr manager 1, hr manager2 > >>> project manager1, project manager2 > >>> > >>> We need to setup the system, to handle the requirements communication, > >>> timesheet, project management ... etc. > >>> I have created the three group parties, and 6 employees parties, and > >>> stopped there not knowing how to connect them. > >>> > >>> How to associate users (employee) with companies (Group Party) ? > >>> I tried to go to Relationships page and use "Add other party > >>> relationship", but those fields are not clear to me. For example "in > >>> the Role of" .... etc. > >>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > >>> How many accounts I need, knowing that the recruiter get a percentage ? > >>> > >>> What do I need to do after that ? > >>> > >>> Guessing is not very help full here as it relies on trial and error, > >>> and an error may not be initially visible. So I like to get an advice > >>> from someone with more experience in this area. > >>> > >>> Thank you. > >>> > >> > > |
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cd is not important, since you have all entity related info in the webtools.
Mansour Al Akeel sent the following on 7/11/2011 8:21 AM: > Ok, I ordered the book, and just recieved it. I will check this part as > soon as I can. > I didn't recieve the CD with the book. Is this important ? > > > > > On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >> as both Adrian and I mentioned most of that would be described well in >> the Data model book that ofbiz was modeled after, which is why not much >> documentation is written specifically in ofbiz. >> >> There are emails in the archive that have covered different parts of >> your question. >> >> Actually it has been a good time for the Documentation for over 6 years, >> problem is getting someone to volunteer to do it. We have added internal >> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >> >> Normally such Contributions have been from someone hiring someone to do >> the documentation, because it takes a lot of time to volunteer and those >> that have to make a living do not have such time free. Then that >> documentation was volunteered to ofbiz community. >> >> I limit my volunteer time per subject on the mailing list to 15 min, >> unless i have a vested interest in it. I have even stopped answering on >> here because my time has become very limited. as an example this email >> took over two hours to finish because of interruptions to do business. >> >> so maybe others that have the time will volunteer the information you >> desire. >> >> Most find the charge for the "BOOK" a lot less than hiring someone, or >> volunteering the time to document. >> >> That said, feel free once you understand to volunteer you time to >> documented this the way you think it should be done. >> BTW I have made this offer to others that presented the same proposal in >> the past and they have not volunteer such documentation yet. >> >> I would suggest you draw an organizational chart then use the fields in >> ofbiz to associated the chart to relationships. There is no "ONE" >> organization chart. >> >> Demo employee shows two relationships as examples, in a normal Company >> there may be many relationships. like the one that says the demo >> employee is a employee. >> >> you would use roles and relationship >> >> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>> BJ thank you. >>> >>> My question is related more to ofbiz usage. In the relationship page: >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>> you can see some fields that are not clear to me. To be more specific, We have: >>> in the role of | is A of Party | in the role of >>> >>> There two relations for DemoEmployee. And each relation has two fields >>> "in the Role Of". >>> Further more, there is some confusion about where to relate employee >>> to organization. I mean if you go to: >>> >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>> >>> You will see four tabs with labels indicates similar functionality: >>> -Roles >>> -Link Party >>> -Relationships >>> -Segments >>> >>> >>> What is the difference between these ? To add employee to Organization >>> I need to use ..... ? >>> May be it's a good opportunity to discuss and document each of them, >>> instead of referring me to the "BOOK" ;) >>> >>> >>> >>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>> there is not much documented in ofbiz about party. >>>> however if you read the Data model book Vol I you will see a lot about >>>> partyrelationsips. Good diagram on pg 41 >>>> In this case you would have party relationship with the company that >>>> supplies contractors >>>> so you need to setup the roles of each party then setup the relationship >>>> between them >>>> start with organizational party relationship then individual (person) >>>> realtionships with organizations. >>>> >>>> example >>>> the programmer would be a employee role with the recruitment company if >>>> they contract, then the programmer would have a contractor relationship >>>> with the Company. >>>> >>>> the rest you can get from the demo data or you can look at the demo site >>>> at the different parties to see the relationships. >>>> >>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>> Hello all, >>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>> Here's the scenario we have. Three Group parties: >>>>> Programmers >>>>> Recruiter >>>>> Sales /marketing/Distributing >>>>> The distributor obtains the requirements and hires the Programmers >>>>> through the "Recruitment" company. Billing is done by hour. >>>>> In each company there's two employees that interact with the system. >>>>> programmer1 , programmer2 >>>>> hr manager 1, hr manager2 >>>>> project manager1, project manager2 >>>>> >>>>> We need to setup the system, to handle the requirements communication, >>>>> timesheet, project management ... etc. >>>>> I have created the three group parties, and 6 employees parties, and >>>>> stopped there not knowing how to connect them. >>>>> >>>>> How to associate users (employee) with companies (Group Party) ? >>>>> I tried to go to Relationships page and use "Add other party >>>>> relationship", but those fields are not clear to me. For example "in >>>>> the Role of" .... etc. >>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>> >>>>> What do I need to do after that ? >>>>> >>>>> Guessing is not very help full here as it relies on trial and error, >>>>> and an error may not be initially visible. So I like to get an advice >>>>> from someone with more experience in this area. >>>>> >>>>> Thank you. >>>>> >>>> >>> > |
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In reply to this post by BJ Freeman
Ok, the "BOOK" explained things, and I know I have to read many parts
again, especially while trying to match the readings with the functionality offered by OFBiz. Now I have a question related to adding roles. In the "Add To Role" screen: Add To Main Role --> Role Type Id Add To Second Role --> Role Type Id Add To Role : view all --> Role Type Id What is the difference between "Main Role" and "Second Role" and how do I use them ? What is the "Add To Role" mean ? Back again to the senario in the first email, and after I modeled the Parties, how do I let each access only to the functionality they need to access ? For example, "Approver" to aprove timesheet and work effort. Project manager to Assing tasks, "Developer" to update tasks. Would this have to be separately using "Security Groups" ? Thank you. On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: > as both Adrian and I mentioned most of that would be described well in > the Data model book that ofbiz was modeled after, which is why not much > documentation is written specifically in ofbiz. > > There are emails in the archive that have covered different parts of > your question. > > Actually it has been a good time for the Documentation for over 6 years, > problem is getting someone to volunteer to do it. We have added internal > Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. > > Normally such Contributions have been from someone hiring someone to do > the documentation, because it takes a lot of time to volunteer and those > that have to make a living do not have such time free. Then that > documentation was volunteered to ofbiz community. > > I limit my volunteer time per subject on the mailing list to 15 min, > unless i have a vested interest in it. I have even stopped answering on > here because my time has become very limited. as an example this email > took over two hours to finish because of interruptions to do business. > > so maybe others that have the time will volunteer the information you > desire. > > Most find the charge for the "BOOK" a lot less than hiring someone, or > volunteering the time to document. > > That said, feel free once you understand to volunteer you time to > documented this the way you think it should be done. > BTW I have made this offer to others that presented the same proposal in > the past and they have not volunteer such documentation yet. > > I would suggest you draw an organizational chart then use the fields in > ofbiz to associated the chart to relationships. There is no "ONE" > organization chart. > > Demo employee shows two relationships as examples, in a normal Company > there may be many relationships. like the one that says the demo > employee is a employee. > > you would use roles and relationship > > Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > > BJ thank you. > > > > My question is related more to ofbiz usage. In the relationship page: > > https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > > you can see some fields that are not clear to me. To be more specific, We have: > > in the role of | is A of Party | in the role of > > > > There two relations for DemoEmployee. And each relation has two fields > > "in the Role Of". > > Further more, there is some confusion about where to relate employee > > to organization. I mean if you go to: > > > > https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > > > > You will see four tabs with labels indicates similar functionality: > > -Roles > > -Link Party > > -Relationships > > -Segments > > > > > > What is the difference between these ? To add employee to Organization > > I need to use ..... ? > > May be it's a good opportunity to discuss and document each of them, > > instead of referring me to the "BOOK" ;) > > > > > > > > On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > >> there is not much documented in ofbiz about party. > >> however if you read the Data model book Vol I you will see a lot about > >> partyrelationsips. Good diagram on pg 41 > >> In this case you would have party relationship with the company that > >> supplies contractors > >> so you need to setup the roles of each party then setup the relationship > >> between them > >> start with organizational party relationship then individual (person) > >> realtionships with organizations. > >> > >> example > >> the programmer would be a employee role with the recruitment company if > >> they contract, then the programmer would have a contractor relationship > >> with the Company. > >> > >> the rest you can get from the demo data or you can look at the demo site > >> at the different parties to see the relationships. > >> > >> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > >>> Hello all, > >>> I didn't use the parties component extensively, and don't know a lot about it. > >>> Here's the scenario we have. Three Group parties: > >>> Programmers > >>> Recruiter > >>> Sales /marketing/Distributing > >>> The distributor obtains the requirements and hires the Programmers > >>> through the "Recruitment" company. Billing is done by hour. > >>> In each company there's two employees that interact with the system. > >>> programmer1 , programmer2 > >>> hr manager 1, hr manager2 > >>> project manager1, project manager2 > >>> > >>> We need to setup the system, to handle the requirements communication, > >>> timesheet, project management ... etc. > >>> I have created the three group parties, and 6 employees parties, and > >>> stopped there not knowing how to connect them. > >>> > >>> How to associate users (employee) with companies (Group Party) ? > >>> I tried to go to Relationships page and use "Add other party > >>> relationship", but those fields are not clear to me. For example "in > >>> the Role of" .... etc. > >>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > >>> How many accounts I need, knowing that the recruiter get a percentage ? > >>> > >>> What do I need to do after that ? > >>> > >>> Guessing is not very help full here as it relies on trial and error, > >>> and an error may not be initially visible. So I like to get an advice > >>> from someone with more experience in this area. > >>> > >>> Thank you. > >>> > >> > > |
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Yes I still have to go back and review. The book Deals only with Roles
related to Party. Security based on login is not in the Book. The is covered in the Service Engine and Webapps, widgets It helps if you give complete URL to the places you talking about. It saves time of the answerer and verify we are talking the same component. The labels are in seperate files from actual code, so depending on who put in the text for that label, it may not be clear as to its meaning. you can limit based on Roles, security groups and/or security roles which is different from roles. going through the widgets and Ftls will give you code examples of how this is accomplished. The example component is good to review. Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: > Ok, the "BOOK" explained things, and I know I have to read many parts > again, especially while trying to match the readings with the > functionality offered by OFBiz. > > Now I have a question related to adding roles. In the "Add To Role" > screen: > > > Add To Main Role > --> Role Type Id > > Add To Second Role > --> Role Type Id > > Add To Role : view all > --> Role Type Id > > What is the difference between "Main Role" and "Second Role" and how do > I use them ? > What is the "Add To Role" mean ? > > Back again to the senario in the first email, and after I modeled the > Parties, how do I let each access only to the functionality they need to > access ? For example, "Approver" to aprove timesheet and work effort. > Project manager to Assing tasks, "Developer" to update tasks. Would this > have to be separately using "Security Groups" ? > > Thank you. > > > On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >> as both Adrian and I mentioned most of that would be described well in >> the Data model book that ofbiz was modeled after, which is why not much >> documentation is written specifically in ofbiz. >> >> There are emails in the archive that have covered different parts of >> your question. >> >> Actually it has been a good time for the Documentation for over 6 years, >> problem is getting someone to volunteer to do it. We have added internal >> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >> >> Normally such Contributions have been from someone hiring someone to do >> the documentation, because it takes a lot of time to volunteer and those >> that have to make a living do not have such time free. Then that >> documentation was volunteered to ofbiz community. >> >> I limit my volunteer time per subject on the mailing list to 15 min, >> unless i have a vested interest in it. I have even stopped answering on >> here because my time has become very limited. as an example this email >> took over two hours to finish because of interruptions to do business. >> >> so maybe others that have the time will volunteer the information you >> desire. >> >> Most find the charge for the "BOOK" a lot less than hiring someone, or >> volunteering the time to document. >> >> That said, feel free once you understand to volunteer you time to >> documented this the way you think it should be done. >> BTW I have made this offer to others that presented the same proposal in >> the past and they have not volunteer such documentation yet. >> >> I would suggest you draw an organizational chart then use the fields in >> ofbiz to associated the chart to relationships. There is no "ONE" >> organization chart. >> >> Demo employee shows two relationships as examples, in a normal Company >> there may be many relationships. like the one that says the demo >> employee is a employee. >> >> you would use roles and relationship >> >> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>> BJ thank you. >>> >>> My question is related more to ofbiz usage. In the relationship page: >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>> you can see some fields that are not clear to me. To be more specific, We have: >>> in the role of | is A of Party | in the role of >>> >>> There two relations for DemoEmployee. And each relation has two fields >>> "in the Role Of". >>> Further more, there is some confusion about where to relate employee >>> to organization. I mean if you go to: >>> >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>> >>> You will see four tabs with labels indicates similar functionality: >>> -Roles >>> -Link Party >>> -Relationships >>> -Segments >>> >>> >>> What is the difference between these ? To add employee to Organization >>> I need to use ..... ? >>> May be it's a good opportunity to discuss and document each of them, >>> instead of referring me to the "BOOK" ;) >>> >>> >>> >>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>> there is not much documented in ofbiz about party. >>>> however if you read the Data model book Vol I you will see a lot about >>>> partyrelationsips. Good diagram on pg 41 >>>> In this case you would have party relationship with the company that >>>> supplies contractors >>>> so you need to setup the roles of each party then setup the relationship >>>> between them >>>> start with organizational party relationship then individual (person) >>>> realtionships with organizations. >>>> >>>> example >>>> the programmer would be a employee role with the recruitment company if >>>> they contract, then the programmer would have a contractor relationship >>>> with the Company. >>>> >>>> the rest you can get from the demo data or you can look at the demo site >>>> at the different parties to see the relationships. >>>> >>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>> Hello all, >>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>> Here's the scenario we have. Three Group parties: >>>>> Programmers >>>>> Recruiter >>>>> Sales /marketing/Distributing >>>>> The distributor obtains the requirements and hires the Programmers >>>>> through the "Recruitment" company. Billing is done by hour. >>>>> In each company there's two employees that interact with the system. >>>>> programmer1 , programmer2 >>>>> hr manager 1, hr manager2 >>>>> project manager1, project manager2 >>>>> >>>>> We need to setup the system, to handle the requirements communication, >>>>> timesheet, project management ... etc. >>>>> I have created the three group parties, and 6 employees parties, and >>>>> stopped there not knowing how to connect them. >>>>> >>>>> How to associate users (employee) with companies (Group Party) ? >>>>> I tried to go to Relationships page and use "Add other party >>>>> relationship", but those fields are not clear to me. For example "in >>>>> the Role of" .... etc. >>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>> >>>>> What do I need to do after that ? >>>>> >>>>> Guessing is not very help full here as it relies on trial and error, >>>>> and an error may not be initially visible. So I like to get an advice >>>>> from someone with more experience in this area. >>>>> >>>>> Thank you. >>>>> >>>> >>> > |
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Hello BJ,
and thank you for your reply. You can check the link here: https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee It has "Add To Main Role" and "Add To Role : view all" Fields. and if you select soemthing like "Calendare" for the first one, you will get a third field "Add To Second Role". What is the difference between them ? I was confused with the security part, because was adding a user to a group, but still the user was not allowed to edit a project. I have to add the user as a resource for that project. What I understand now is, Party Roles has nothing to do with permissions, and the later has to be handled separately through the security group. Thank you. On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: > Yes I still have to go back and review. The book Deals only with Roles > related to Party. Security based on login is not in the Book. > The is covered in the Service Engine and Webapps, widgets > > It helps if you give complete URL to the places you talking about. It > saves time of the answerer and verify we are talking the same component. > The labels are in seperate files from actual code, so depending on who > put in the text for that label, it may not be clear as to its meaning. > > you can limit based on Roles, security groups and/or security roles > which is different from roles. > going through the widgets and Ftls will give you code examples of how > this is accomplished. > > The example component is good to review. > > > Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: > > Ok, the "BOOK" explained things, and I know I have to read many parts > > again, especially while trying to match the readings with the > > functionality offered by OFBiz. > > > > Now I have a question related to adding roles. In the "Add To Role" > > screen: > > > > > > Add To Main Role > > --> Role Type Id > > > > Add To Second Role > > --> Role Type Id > > > > Add To Role : view all > > --> Role Type Id > > > > What is the difference between "Main Role" and "Second Role" and how do > > I use them ? > > What is the "Add To Role" mean ? > > > > Back again to the senario in the first email, and after I modeled the > > Parties, how do I let each access only to the functionality they need to > > access ? For example, "Approver" to aprove timesheet and work effort. > > Project manager to Assing tasks, "Developer" to update tasks. Would this > > have to be separately using "Security Groups" ? > > > > Thank you. > > > > > > On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: > >> as both Adrian and I mentioned most of that would be described well in > >> the Data model book that ofbiz was modeled after, which is why not much > >> documentation is written specifically in ofbiz. > >> > >> There are emails in the archive that have covered different parts of > >> your question. > >> > >> Actually it has been a good time for the Documentation for over 6 years, > >> problem is getting someone to volunteer to do it. We have added internal > >> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. > >> > >> Normally such Contributions have been from someone hiring someone to do > >> the documentation, because it takes a lot of time to volunteer and those > >> that have to make a living do not have such time free. Then that > >> documentation was volunteered to ofbiz community. > >> > >> I limit my volunteer time per subject on the mailing list to 15 min, > >> unless i have a vested interest in it. I have even stopped answering on > >> here because my time has become very limited. as an example this email > >> took over two hours to finish because of interruptions to do business. > >> > >> so maybe others that have the time will volunteer the information you > >> desire. > >> > >> Most find the charge for the "BOOK" a lot less than hiring someone, or > >> volunteering the time to document. > >> > >> That said, feel free once you understand to volunteer you time to > >> documented this the way you think it should be done. > >> BTW I have made this offer to others that presented the same proposal in > >> the past and they have not volunteer such documentation yet. > >> > >> I would suggest you draw an organizational chart then use the fields in > >> ofbiz to associated the chart to relationships. There is no "ONE" > >> organization chart. > >> > >> Demo employee shows two relationships as examples, in a normal Company > >> there may be many relationships. like the one that says the demo > >> employee is a employee. > >> > >> you would use roles and relationship > >> > >> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > >>> BJ thank you. > >>> > >>> My question is related more to ofbiz usage. In the relationship page: > >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > >>> you can see some fields that are not clear to me. To be more specific, We have: > >>> in the role of | is A of Party | in the role of > >>> > >>> There two relations for DemoEmployee. And each relation has two fields > >>> "in the Role Of". > >>> Further more, there is some confusion about where to relate employee > >>> to organization. I mean if you go to: > >>> > >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > >>> > >>> You will see four tabs with labels indicates similar functionality: > >>> -Roles > >>> -Link Party > >>> -Relationships > >>> -Segments > >>> > >>> > >>> What is the difference between these ? To add employee to Organization > >>> I need to use ..... ? > >>> May be it's a good opportunity to discuss and document each of them, > >>> instead of referring me to the "BOOK" ;) > >>> > >>> > >>> > >>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > >>>> there is not much documented in ofbiz about party. > >>>> however if you read the Data model book Vol I you will see a lot about > >>>> partyrelationsips. Good diagram on pg 41 > >>>> In this case you would have party relationship with the company that > >>>> supplies contractors > >>>> so you need to setup the roles of each party then setup the relationship > >>>> between them > >>>> start with organizational party relationship then individual (person) > >>>> realtionships with organizations. > >>>> > >>>> example > >>>> the programmer would be a employee role with the recruitment company if > >>>> they contract, then the programmer would have a contractor relationship > >>>> with the Company. > >>>> > >>>> the rest you can get from the demo data or you can look at the demo site > >>>> at the different parties to see the relationships. > >>>> > >>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > >>>>> Hello all, > >>>>> I didn't use the parties component extensively, and don't know a lot about it. > >>>>> Here's the scenario we have. Three Group parties: > >>>>> Programmers > >>>>> Recruiter > >>>>> Sales /marketing/Distributing > >>>>> The distributor obtains the requirements and hires the Programmers > >>>>> through the "Recruitment" company. Billing is done by hour. > >>>>> In each company there's two employees that interact with the system. > >>>>> programmer1 , programmer2 > >>>>> hr manager 1, hr manager2 > >>>>> project manager1, project manager2 > >>>>> > >>>>> We need to setup the system, to handle the requirements communication, > >>>>> timesheet, project management ... etc. > >>>>> I have created the three group parties, and 6 employees parties, and > >>>>> stopped there not knowing how to connect them. > >>>>> > >>>>> How to associate users (employee) with companies (Group Party) ? > >>>>> I tried to go to Relationships page and use "Add other party > >>>>> relationship", but those fields are not clear to me. For example "in > >>>>> the Role of" .... etc. > >>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > >>>>> How many accounts I need, knowing that the recruiter get a percentage ? > >>>>> > >>>>> What do I need to do after that ? > >>>>> > >>>>> Guessing is not very help full here as it relies on trial and error, > >>>>> and an error may not be initially visible. So I like to get an advice > >>>>> from someone with more experience in this area. > >>>>> > >>>>> Thank you. > >>>>> > >>>> > >>> > > |
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New Role Type (see chapter two of the Book)
lets you define a new role type to use. it is best to link with the book to use the webtools https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType you can also get the xml structure from the data and created a bunch of them then load them via the web tools import. note: that service engine and UI (widgets and ftls) need to changed if you want that role type to have access. doing a google search for ofbiz main role http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html I hope these tips help you research you answer more. and As I said before parts of you question are already been answered. This may clear up more on security and Role View all. https://cwiki.apache.org/OFBTECH/ofbiz-security.html Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: > Hello BJ, > and thank you for your reply. > > You can check the link here: > https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee > > It has > "Add To Main Role" and "Add To Role : view all" Fields. and if you > select soemthing like "Calendare" for the first one, you will get a > third field "Add To Second Role". What is the difference between them ? > > I was confused with the security part, because was adding a user to a > group, but still the user was not allowed to edit a project. I have to > add the user as a resource for that project. > > What I understand now is, Party Roles has nothing to do with > permissions, and the later has to be handled separately through the > security group. > > > Thank you. > > > On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: >> Yes I still have to go back and review. The book Deals only with Roles >> related to Party. Security based on login is not in the Book. >> The is covered in the Service Engine and Webapps, widgets >> >> It helps if you give complete URL to the places you talking about. It >> saves time of the answerer and verify we are talking the same component. >> The labels are in seperate files from actual code, so depending on who >> put in the text for that label, it may not be clear as to its meaning. >> >> you can limit based on Roles, security groups and/or security roles >> which is different from roles. >> going through the widgets and Ftls will give you code examples of how >> this is accomplished. >> >> The example component is good to review. >> >> >> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: >>> Ok, the "BOOK" explained things, and I know I have to read many parts >>> again, especially while trying to match the readings with the >>> functionality offered by OFBiz. >>> >>> Now I have a question related to adding roles. In the "Add To Role" >>> screen: >>> >>> >>> Add To Main Role >>> --> Role Type Id >>> >>> Add To Second Role >>> --> Role Type Id >>> >>> Add To Role : view all >>> --> Role Type Id >>> >>> What is the difference between "Main Role" and "Second Role" and how do >>> I use them ? >>> What is the "Add To Role" mean ? >>> >>> Back again to the senario in the first email, and after I modeled the >>> Parties, how do I let each access only to the functionality they need to >>> access ? For example, "Approver" to aprove timesheet and work effort. >>> Project manager to Assing tasks, "Developer" to update tasks. Would this >>> have to be separately using "Security Groups" ? >>> >>> Thank you. >>> >>> >>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >>>> as both Adrian and I mentioned most of that would be described well in >>>> the Data model book that ofbiz was modeled after, which is why not much >>>> documentation is written specifically in ofbiz. >>>> >>>> There are emails in the archive that have covered different parts of >>>> your question. >>>> >>>> Actually it has been a good time for the Documentation for over 6 years, >>>> problem is getting someone to volunteer to do it. We have added internal >>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >>>> >>>> Normally such Contributions have been from someone hiring someone to do >>>> the documentation, because it takes a lot of time to volunteer and those >>>> that have to make a living do not have such time free. Then that >>>> documentation was volunteered to ofbiz community. >>>> >>>> I limit my volunteer time per subject on the mailing list to 15 min, >>>> unless i have a vested interest in it. I have even stopped answering on >>>> here because my time has become very limited. as an example this email >>>> took over two hours to finish because of interruptions to do business. >>>> >>>> so maybe others that have the time will volunteer the information you >>>> desire. >>>> >>>> Most find the charge for the "BOOK" a lot less than hiring someone, or >>>> volunteering the time to document. >>>> >>>> That said, feel free once you understand to volunteer you time to >>>> documented this the way you think it should be done. >>>> BTW I have made this offer to others that presented the same proposal in >>>> the past and they have not volunteer such documentation yet. >>>> >>>> I would suggest you draw an organizational chart then use the fields in >>>> ofbiz to associated the chart to relationships. There is no "ONE" >>>> organization chart. >>>> >>>> Demo employee shows two relationships as examples, in a normal Company >>>> there may be many relationships. like the one that says the demo >>>> employee is a employee. >>>> >>>> you would use roles and relationship >>>> >>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>>>> BJ thank you. >>>>> >>>>> My question is related more to ofbiz usage. In the relationship page: >>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>>>> you can see some fields that are not clear to me. To be more specific, We have: >>>>> in the role of | is A of Party | in the role of >>>>> >>>>> There two relations for DemoEmployee. And each relation has two fields >>>>> "in the Role Of". >>>>> Further more, there is some confusion about where to relate employee >>>>> to organization. I mean if you go to: >>>>> >>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>>>> >>>>> You will see four tabs with labels indicates similar functionality: >>>>> -Roles >>>>> -Link Party >>>>> -Relationships >>>>> -Segments >>>>> >>>>> >>>>> What is the difference between these ? To add employee to Organization >>>>> I need to use ..... ? >>>>> May be it's a good opportunity to discuss and document each of them, >>>>> instead of referring me to the "BOOK" ;) >>>>> >>>>> >>>>> >>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>>>> there is not much documented in ofbiz about party. >>>>>> however if you read the Data model book Vol I you will see a lot about >>>>>> partyrelationsips. Good diagram on pg 41 >>>>>> In this case you would have party relationship with the company that >>>>>> supplies contractors >>>>>> so you need to setup the roles of each party then setup the relationship >>>>>> between them >>>>>> start with organizational party relationship then individual (person) >>>>>> realtionships with organizations. >>>>>> >>>>>> example >>>>>> the programmer would be a employee role with the recruitment company if >>>>>> they contract, then the programmer would have a contractor relationship >>>>>> with the Company. >>>>>> >>>>>> the rest you can get from the demo data or you can look at the demo site >>>>>> at the different parties to see the relationships. >>>>>> >>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>>>> Hello all, >>>>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>>>> Here's the scenario we have. Three Group parties: >>>>>>> Programmers >>>>>>> Recruiter >>>>>>> Sales /marketing/Distributing >>>>>>> The distributor obtains the requirements and hires the Programmers >>>>>>> through the "Recruitment" company. Billing is done by hour. >>>>>>> In each company there's two employees that interact with the system. >>>>>>> programmer1 , programmer2 >>>>>>> hr manager 1, hr manager2 >>>>>>> project manager1, project manager2 >>>>>>> >>>>>>> We need to setup the system, to handle the requirements communication, >>>>>>> timesheet, project management ... etc. >>>>>>> I have created the three group parties, and 6 employees parties, and >>>>>>> stopped there not knowing how to connect them. >>>>>>> >>>>>>> How to associate users (employee) with companies (Group Party) ? >>>>>>> I tried to go to Relationships page and use "Add other party >>>>>>> relationship", but those fields are not clear to me. For example "in >>>>>>> the Role of" .... etc. >>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>>>> >>>>>>> What do I need to do after that ? >>>>>>> >>>>>>> Guessing is not very help full here as it relies on trial and error, >>>>>>> and an error may not be initially visible. So I like to get an advice >>>>>>> from someone with more experience in this area. >>>>>>> >>>>>>> Thank you. >>>>>>> >>>>>> >>>>> >>> > |
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BJ,
thank you for all your help. I looked at the links you sent me, and they were usefull. I still don't understand why permissions are checked in the ftl and not the service layer. However this is not the issue I am stuck at now. I think I am still confused about permissions. I created an account on trunk demo to show what I am talking about. If you go to: https://demo-trunk.ofbiz.apache.org/projectmgr/control/main and try to login with mansour:ofbiz you will be greated with a screen saying: org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) This is fine, as the user "mansour" doesn't have persmission to view this project, but shouldn't this screen display the projects he is member of (if any). The second part is if you go to: https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask and hit find, the user can see all the tasks that he is not member of, and clicking on any of them, will open the details about that task. This user is in "PROJECTUSER" security group, which has: ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) On my local machine, I removed that last one "PROJECTMGR_VIEW", but still this user can see others tasks. Am I doing something wrong here? I appreciate your help. On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: > New Role Type (see chapter two of the Book) > lets you define a new role type to use. > it is best to link with the book to use the webtools > https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType > you can also get the xml structure from the data and created a bunch of > them then load them via the web tools import. note: that service engine > and UI (widgets and ftls) need to changed if you want that role type to > have access. > > doing a google search for > ofbiz main role > http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html > > I hope these tips help you research you answer more. and As I said > before parts of you question are already been answered. > > > This may clear up more on security and Role View all. > https://cwiki.apache.org/OFBTECH/ofbiz-security.html > > > Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: > > Hello BJ, > > and thank you for your reply. > > > > You can check the link here: > > https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee > > > > It has > > "Add To Main Role" and "Add To Role : view all" Fields. and if you > > select soemthing like "Calendare" for the first one, you will get a > > third field "Add To Second Role". What is the difference between them ? > > > > I was confused with the security part, because was adding a user to a > > group, but still the user was not allowed to edit a project. I have to > > add the user as a resource for that project. > > > > What I understand now is, Party Roles has nothing to do with > > permissions, and the later has to be handled separately through the > > security group. > > > > > > Thank you. > > > > > > On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: > >> Yes I still have to go back and review. The book Deals only with Roles > >> related to Party. Security based on login is not in the Book. > >> The is covered in the Service Engine and Webapps, widgets > >> > >> It helps if you give complete URL to the places you talking about. It > >> saves time of the answerer and verify we are talking the same component. > >> The labels are in seperate files from actual code, so depending on who > >> put in the text for that label, it may not be clear as to its meaning. > >> > >> you can limit based on Roles, security groups and/or security roles > >> which is different from roles. > >> going through the widgets and Ftls will give you code examples of how > >> this is accomplished. > >> > >> The example component is good to review. > >> > >> > >> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: > >>> Ok, the "BOOK" explained things, and I know I have to read many parts > >>> again, especially while trying to match the readings with the > >>> functionality offered by OFBiz. > >>> > >>> Now I have a question related to adding roles. In the "Add To Role" > >>> screen: > >>> > >>> > >>> Add To Main Role > >>> --> Role Type Id > >>> > >>> Add To Second Role > >>> --> Role Type Id > >>> > >>> Add To Role : view all > >>> --> Role Type Id > >>> > >>> What is the difference between "Main Role" and "Second Role" and how do > >>> I use them ? > >>> What is the "Add To Role" mean ? > >>> > >>> Back again to the senario in the first email, and after I modeled the > >>> Parties, how do I let each access only to the functionality they need to > >>> access ? For example, "Approver" to aprove timesheet and work effort. > >>> Project manager to Assing tasks, "Developer" to update tasks. Would this > >>> have to be separately using "Security Groups" ? > >>> > >>> Thank you. > >>> > >>> > >>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: > >>>> as both Adrian and I mentioned most of that would be described well in > >>>> the Data model book that ofbiz was modeled after, which is why not much > >>>> documentation is written specifically in ofbiz. > >>>> > >>>> There are emails in the archive that have covered different parts of > >>>> your question. > >>>> > >>>> Actually it has been a good time for the Documentation for over 6 years, > >>>> problem is getting someone to volunteer to do it. We have added internal > >>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. > >>>> > >>>> Normally such Contributions have been from someone hiring someone to do > >>>> the documentation, because it takes a lot of time to volunteer and those > >>>> that have to make a living do not have such time free. Then that > >>>> documentation was volunteered to ofbiz community. > >>>> > >>>> I limit my volunteer time per subject on the mailing list to 15 min, > >>>> unless i have a vested interest in it. I have even stopped answering on > >>>> here because my time has become very limited. as an example this email > >>>> took over two hours to finish because of interruptions to do business. > >>>> > >>>> so maybe others that have the time will volunteer the information you > >>>> desire. > >>>> > >>>> Most find the charge for the "BOOK" a lot less than hiring someone, or > >>>> volunteering the time to document. > >>>> > >>>> That said, feel free once you understand to volunteer you time to > >>>> documented this the way you think it should be done. > >>>> BTW I have made this offer to others that presented the same proposal in > >>>> the past and they have not volunteer such documentation yet. > >>>> > >>>> I would suggest you draw an organizational chart then use the fields in > >>>> ofbiz to associated the chart to relationships. There is no "ONE" > >>>> organization chart. > >>>> > >>>> Demo employee shows two relationships as examples, in a normal Company > >>>> there may be many relationships. like the one that says the demo > >>>> employee is a employee. > >>>> > >>>> you would use roles and relationship > >>>> > >>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > >>>>> BJ thank you. > >>>>> > >>>>> My question is related more to ofbiz usage. In the relationship page: > >>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > >>>>> you can see some fields that are not clear to me. To be more specific, We have: > >>>>> in the role of | is A of Party | in the role of > >>>>> > >>>>> There two relations for DemoEmployee. And each relation has two fields > >>>>> "in the Role Of". > >>>>> Further more, there is some confusion about where to relate employee > >>>>> to organization. I mean if you go to: > >>>>> > >>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > >>>>> > >>>>> You will see four tabs with labels indicates similar functionality: > >>>>> -Roles > >>>>> -Link Party > >>>>> -Relationships > >>>>> -Segments > >>>>> > >>>>> > >>>>> What is the difference between these ? To add employee to Organization > >>>>> I need to use ..... ? > >>>>> May be it's a good opportunity to discuss and document each of them, > >>>>> instead of referring me to the "BOOK" ;) > >>>>> > >>>>> > >>>>> > >>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > >>>>>> there is not much documented in ofbiz about party. > >>>>>> however if you read the Data model book Vol I you will see a lot about > >>>>>> partyrelationsips. Good diagram on pg 41 > >>>>>> In this case you would have party relationship with the company that > >>>>>> supplies contractors > >>>>>> so you need to setup the roles of each party then setup the relationship > >>>>>> between them > >>>>>> start with organizational party relationship then individual (person) > >>>>>> realtionships with organizations. > >>>>>> > >>>>>> example > >>>>>> the programmer would be a employee role with the recruitment company if > >>>>>> they contract, then the programmer would have a contractor relationship > >>>>>> with the Company. > >>>>>> > >>>>>> the rest you can get from the demo data or you can look at the demo site > >>>>>> at the different parties to see the relationships. > >>>>>> > >>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > >>>>>>> Hello all, > >>>>>>> I didn't use the parties component extensively, and don't know a lot about it. > >>>>>>> Here's the scenario we have. Three Group parties: > >>>>>>> Programmers > >>>>>>> Recruiter > >>>>>>> Sales /marketing/Distributing > >>>>>>> The distributor obtains the requirements and hires the Programmers > >>>>>>> through the "Recruitment" company. Billing is done by hour. > >>>>>>> In each company there's two employees that interact with the system. > >>>>>>> programmer1 , programmer2 > >>>>>>> hr manager 1, hr manager2 > >>>>>>> project manager1, project manager2 > >>>>>>> > >>>>>>> We need to setup the system, to handle the requirements communication, > >>>>>>> timesheet, project management ... etc. > >>>>>>> I have created the three group parties, and 6 employees parties, and > >>>>>>> stopped there not knowing how to connect them. > >>>>>>> > >>>>>>> How to associate users (employee) with companies (Group Party) ? > >>>>>>> I tried to go to Relationships page and use "Add other party > >>>>>>> relationship", but those fields are not clear to me. For example "in > >>>>>>> the Role of" .... etc. > >>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > >>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? > >>>>>>> > >>>>>>> What do I need to do after that ? > >>>>>>> > >>>>>>> Guessing is not very help full here as it relies on trial and error, > >>>>>>> and an error may not be initially visible. So I like to get an advice > >>>>>>> from someone with more experience in this area. > >>>>>>> > >>>>>>> Thank you. > >>>>>>> > >>>>>> > >>>>> > >>> > > |
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permission usually refer to the Login of a party.
if you look in the ofbiz-component.xml, base-permission="PROJECTMGR", your login must have this security level. Mansour Al Akeel sent the following on 7/24/2011 10:29 AM: > BJ, > thank you for all your help. I looked at the links you sent me, and they > were usefull. I still don't understand why permissions are checked in > the ftl and not the service layer. However this is not the issue I am > stuck at now. > I think I am still confused about permissions. > I created an account on trunk demo to show what I am talking about. > > If you go to: > https://demo-trunk.ofbiz.apache.org/projectmgr/control/main > and try to login with mansour:ofbiz you will be greated with a screen > saying: > > org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) > > This is fine, as the user "mansour" doesn't have persmission to view > this project, but shouldn't this screen display the projects he is > member of (if any). > > The second part is if you go to: > > https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask > > and hit find, the user can see all the tasks that he is not member of, > and clicking on any of them, will open the details about that task. > > This user is in "PROJECTUSER" security group, which has: > > ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) > PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. > PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet > PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. > PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) > > On my local machine, I removed that last one "PROJECTMGR_VIEW", but > still this user can see others tasks. > > Am I doing something wrong here? > > I appreciate your help. > > On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: >> New Role Type (see chapter two of the Book) >> lets you define a new role type to use. >> it is best to link with the book to use the webtools >> https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType >> you can also get the xml structure from the data and created a bunch of >> them then load them via the web tools import. note: that service engine >> and UI (widgets and ftls) need to changed if you want that role type to >> have access. >> >> doing a google search for >> ofbiz main role >> http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html >> >> I hope these tips help you research you answer more. and As I said >> before parts of you question are already been answered. >> >> >> This may clear up more on security and Role View all. >> https://cwiki.apache.org/OFBTECH/ofbiz-security.html >> >> >> Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: >>> Hello BJ, >>> and thank you for your reply. >>> >>> You can check the link here: >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee >>> >>> It has >>> "Add To Main Role" and "Add To Role : view all" Fields. and if you >>> select soemthing like "Calendare" for the first one, you will get a >>> third field "Add To Second Role". What is the difference between them ? >>> >>> I was confused with the security part, because was adding a user to a >>> group, but still the user was not allowed to edit a project. I have to >>> add the user as a resource for that project. >>> >>> What I understand now is, Party Roles has nothing to do with >>> permissions, and the later has to be handled separately through the >>> security group. >>> >>> >>> Thank you. >>> >>> >>> On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: >>>> Yes I still have to go back and review. The book Deals only with Roles >>>> related to Party. Security based on login is not in the Book. >>>> The is covered in the Service Engine and Webapps, widgets >>>> >>>> It helps if you give complete URL to the places you talking about. It >>>> saves time of the answerer and verify we are talking the same component. >>>> The labels are in seperate files from actual code, so depending on who >>>> put in the text for that label, it may not be clear as to its meaning. >>>> >>>> you can limit based on Roles, security groups and/or security roles >>>> which is different from roles. >>>> going through the widgets and Ftls will give you code examples of how >>>> this is accomplished. >>>> >>>> The example component is good to review. >>>> >>>> >>>> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: >>>>> Ok, the "BOOK" explained things, and I know I have to read many parts >>>>> again, especially while trying to match the readings with the >>>>> functionality offered by OFBiz. >>>>> >>>>> Now I have a question related to adding roles. In the "Add To Role" >>>>> screen: >>>>> >>>>> >>>>> Add To Main Role >>>>> --> Role Type Id >>>>> >>>>> Add To Second Role >>>>> --> Role Type Id >>>>> >>>>> Add To Role : view all >>>>> --> Role Type Id >>>>> >>>>> What is the difference between "Main Role" and "Second Role" and how do >>>>> I use them ? >>>>> What is the "Add To Role" mean ? >>>>> >>>>> Back again to the senario in the first email, and after I modeled the >>>>> Parties, how do I let each access only to the functionality they need to >>>>> access ? For example, "Approver" to aprove timesheet and work effort. >>>>> Project manager to Assing tasks, "Developer" to update tasks. Would this >>>>> have to be separately using "Security Groups" ? >>>>> >>>>> Thank you. >>>>> >>>>> >>>>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >>>>>> as both Adrian and I mentioned most of that would be described well in >>>>>> the Data model book that ofbiz was modeled after, which is why not much >>>>>> documentation is written specifically in ofbiz. >>>>>> >>>>>> There are emails in the archive that have covered different parts of >>>>>> your question. >>>>>> >>>>>> Actually it has been a good time for the Documentation for over 6 years, >>>>>> problem is getting someone to volunteer to do it. We have added internal >>>>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >>>>>> >>>>>> Normally such Contributions have been from someone hiring someone to do >>>>>> the documentation, because it takes a lot of time to volunteer and those >>>>>> that have to make a living do not have such time free. Then that >>>>>> documentation was volunteered to ofbiz community. >>>>>> >>>>>> I limit my volunteer time per subject on the mailing list to 15 min, >>>>>> unless i have a vested interest in it. I have even stopped answering on >>>>>> here because my time has become very limited. as an example this email >>>>>> took over two hours to finish because of interruptions to do business. >>>>>> >>>>>> so maybe others that have the time will volunteer the information you >>>>>> desire. >>>>>> >>>>>> Most find the charge for the "BOOK" a lot less than hiring someone, or >>>>>> volunteering the time to document. >>>>>> >>>>>> That said, feel free once you understand to volunteer you time to >>>>>> documented this the way you think it should be done. >>>>>> BTW I have made this offer to others that presented the same proposal in >>>>>> the past and they have not volunteer such documentation yet. >>>>>> >>>>>> I would suggest you draw an organizational chart then use the fields in >>>>>> ofbiz to associated the chart to relationships. There is no "ONE" >>>>>> organization chart. >>>>>> >>>>>> Demo employee shows two relationships as examples, in a normal Company >>>>>> there may be many relationships. like the one that says the demo >>>>>> employee is a employee. >>>>>> >>>>>> you would use roles and relationship >>>>>> >>>>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>>>>>> BJ thank you. >>>>>>> >>>>>>> My question is related more to ofbiz usage. In the relationship page: >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>>>>>> you can see some fields that are not clear to me. To be more specific, We have: >>>>>>> in the role of | is A of Party | in the role of >>>>>>> >>>>>>> There two relations for DemoEmployee. And each relation has two fields >>>>>>> "in the Role Of". >>>>>>> Further more, there is some confusion about where to relate employee >>>>>>> to organization. I mean if you go to: >>>>>>> >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>>>>>> >>>>>>> You will see four tabs with labels indicates similar functionality: >>>>>>> -Roles >>>>>>> -Link Party >>>>>>> -Relationships >>>>>>> -Segments >>>>>>> >>>>>>> >>>>>>> What is the difference between these ? To add employee to Organization >>>>>>> I need to use ..... ? >>>>>>> May be it's a good opportunity to discuss and document each of them, >>>>>>> instead of referring me to the "BOOK" ;) >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>>>>>> there is not much documented in ofbiz about party. >>>>>>>> however if you read the Data model book Vol I you will see a lot about >>>>>>>> partyrelationsips. Good diagram on pg 41 >>>>>>>> In this case you would have party relationship with the company that >>>>>>>> supplies contractors >>>>>>>> so you need to setup the roles of each party then setup the relationship >>>>>>>> between them >>>>>>>> start with organizational party relationship then individual (person) >>>>>>>> realtionships with organizations. >>>>>>>> >>>>>>>> example >>>>>>>> the programmer would be a employee role with the recruitment company if >>>>>>>> they contract, then the programmer would have a contractor relationship >>>>>>>> with the Company. >>>>>>>> >>>>>>>> the rest you can get from the demo data or you can look at the demo site >>>>>>>> at the different parties to see the relationships. >>>>>>>> >>>>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>>>>>> Hello all, >>>>>>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>>>>>> Here's the scenario we have. Three Group parties: >>>>>>>>> Programmers >>>>>>>>> Recruiter >>>>>>>>> Sales /marketing/Distributing >>>>>>>>> The distributor obtains the requirements and hires the Programmers >>>>>>>>> through the "Recruitment" company. Billing is done by hour. >>>>>>>>> In each company there's two employees that interact with the system. >>>>>>>>> programmer1 , programmer2 >>>>>>>>> hr manager 1, hr manager2 >>>>>>>>> project manager1, project manager2 >>>>>>>>> >>>>>>>>> We need to setup the system, to handle the requirements communication, >>>>>>>>> timesheet, project management ... etc. >>>>>>>>> I have created the three group parties, and 6 employees parties, and >>>>>>>>> stopped there not knowing how to connect them. >>>>>>>>> >>>>>>>>> How to associate users (employee) with companies (Group Party) ? >>>>>>>>> I tried to go to Relationships page and use "Add other party >>>>>>>>> relationship", but those fields are not clear to me. For example "in >>>>>>>>> the Role of" .... etc. >>>>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>>>>>> >>>>>>>>> What do I need to do after that ? >>>>>>>>> >>>>>>>>> Guessing is not very help full here as it relies on trial and error, >>>>>>>>> and an error may not be initially visible. So I like to get an advice >>>>>>>>> from someone with more experience in this area. >>>>>>>>> >>>>>>>>> Thank you. >>>>>>>>> >>>>>>>> >>>>>>> >>>>> >>> > |
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In reply to this post by Mansour
on the second part that was covered in the security link I gave you
'<if-has-permission' has to be in the UI to be effective on permissions. Mansour Al Akeel sent the following on 7/24/2011 10:29 AM: > BJ, > thank you for all your help. I looked at the links you sent me, and they > were usefull. I still don't understand why permissions are checked in > the ftl and not the service layer. However this is not the issue I am > stuck at now. > I think I am still confused about permissions. > I created an account on trunk demo to show what I am talking about. > > If you go to: > https://demo-trunk.ofbiz.apache.org/projectmgr/control/main > and try to login with mansour:ofbiz you will be greated with a screen > saying: > > org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) > > This is fine, as the user "mansour" doesn't have persmission to view > this project, but shouldn't this screen display the projects he is > member of (if any). > > The second part is if you go to: > > https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask > > and hit find, the user can see all the tasks that he is not member of, > and clicking on any of them, will open the details about that task. > > This user is in "PROJECTUSER" security group, which has: > > ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) > PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. > PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet > PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. > PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) > > On my local machine, I removed that last one "PROJECTMGR_VIEW", but > still this user can see others tasks. > > Am I doing something wrong here? > > I appreciate your help. > > On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: >> New Role Type (see chapter two of the Book) >> lets you define a new role type to use. >> it is best to link with the book to use the webtools >> https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType >> you can also get the xml structure from the data and created a bunch of >> them then load them via the web tools import. note: that service engine >> and UI (widgets and ftls) need to changed if you want that role type to >> have access. >> >> doing a google search for >> ofbiz main role >> http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html >> >> I hope these tips help you research you answer more. and As I said >> before parts of you question are already been answered. >> >> >> This may clear up more on security and Role View all. >> https://cwiki.apache.org/OFBTECH/ofbiz-security.html >> >> >> Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: >>> Hello BJ, >>> and thank you for your reply. >>> >>> You can check the link here: >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee >>> >>> It has >>> "Add To Main Role" and "Add To Role : view all" Fields. and if you >>> select soemthing like "Calendare" for the first one, you will get a >>> third field "Add To Second Role". What is the difference between them ? >>> >>> I was confused with the security part, because was adding a user to a >>> group, but still the user was not allowed to edit a project. I have to >>> add the user as a resource for that project. >>> >>> What I understand now is, Party Roles has nothing to do with >>> permissions, and the later has to be handled separately through the >>> security group. >>> >>> >>> Thank you. >>> >>> >>> On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: >>>> Yes I still have to go back and review. The book Deals only with Roles >>>> related to Party. Security based on login is not in the Book. >>>> The is covered in the Service Engine and Webapps, widgets >>>> >>>> It helps if you give complete URL to the places you talking about. It >>>> saves time of the answerer and verify we are talking the same component. >>>> The labels are in seperate files from actual code, so depending on who >>>> put in the text for that label, it may not be clear as to its meaning. >>>> >>>> you can limit based on Roles, security groups and/or security roles >>>> which is different from roles. >>>> going through the widgets and Ftls will give you code examples of how >>>> this is accomplished. >>>> >>>> The example component is good to review. >>>> >>>> >>>> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: >>>>> Ok, the "BOOK" explained things, and I know I have to read many parts >>>>> again, especially while trying to match the readings with the >>>>> functionality offered by OFBiz. >>>>> >>>>> Now I have a question related to adding roles. In the "Add To Role" >>>>> screen: >>>>> >>>>> >>>>> Add To Main Role >>>>> --> Role Type Id >>>>> >>>>> Add To Second Role >>>>> --> Role Type Id >>>>> >>>>> Add To Role : view all >>>>> --> Role Type Id >>>>> >>>>> What is the difference between "Main Role" and "Second Role" and how do >>>>> I use them ? >>>>> What is the "Add To Role" mean ? >>>>> >>>>> Back again to the senario in the first email, and after I modeled the >>>>> Parties, how do I let each access only to the functionality they need to >>>>> access ? For example, "Approver" to aprove timesheet and work effort. >>>>> Project manager to Assing tasks, "Developer" to update tasks. Would this >>>>> have to be separately using "Security Groups" ? >>>>> >>>>> Thank you. >>>>> >>>>> >>>>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >>>>>> as both Adrian and I mentioned most of that would be described well in >>>>>> the Data model book that ofbiz was modeled after, which is why not much >>>>>> documentation is written specifically in ofbiz. >>>>>> >>>>>> There are emails in the archive that have covered different parts of >>>>>> your question. >>>>>> >>>>>> Actually it has been a good time for the Documentation for over 6 years, >>>>>> problem is getting someone to volunteer to do it. We have added internal >>>>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >>>>>> >>>>>> Normally such Contributions have been from someone hiring someone to do >>>>>> the documentation, because it takes a lot of time to volunteer and those >>>>>> that have to make a living do not have such time free. Then that >>>>>> documentation was volunteered to ofbiz community. >>>>>> >>>>>> I limit my volunteer time per subject on the mailing list to 15 min, >>>>>> unless i have a vested interest in it. I have even stopped answering on >>>>>> here because my time has become very limited. as an example this email >>>>>> took over two hours to finish because of interruptions to do business. >>>>>> >>>>>> so maybe others that have the time will volunteer the information you >>>>>> desire. >>>>>> >>>>>> Most find the charge for the "BOOK" a lot less than hiring someone, or >>>>>> volunteering the time to document. >>>>>> >>>>>> That said, feel free once you understand to volunteer you time to >>>>>> documented this the way you think it should be done. >>>>>> BTW I have made this offer to others that presented the same proposal in >>>>>> the past and they have not volunteer such documentation yet. >>>>>> >>>>>> I would suggest you draw an organizational chart then use the fields in >>>>>> ofbiz to associated the chart to relationships. There is no "ONE" >>>>>> organization chart. >>>>>> >>>>>> Demo employee shows two relationships as examples, in a normal Company >>>>>> there may be many relationships. like the one that says the demo >>>>>> employee is a employee. >>>>>> >>>>>> you would use roles and relationship >>>>>> >>>>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>>>>>> BJ thank you. >>>>>>> >>>>>>> My question is related more to ofbiz usage. In the relationship page: >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>>>>>> you can see some fields that are not clear to me. To be more specific, We have: >>>>>>> in the role of | is A of Party | in the role of >>>>>>> >>>>>>> There two relations for DemoEmployee. And each relation has two fields >>>>>>> "in the Role Of". >>>>>>> Further more, there is some confusion about where to relate employee >>>>>>> to organization. I mean if you go to: >>>>>>> >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>>>>>> >>>>>>> You will see four tabs with labels indicates similar functionality: >>>>>>> -Roles >>>>>>> -Link Party >>>>>>> -Relationships >>>>>>> -Segments >>>>>>> >>>>>>> >>>>>>> What is the difference between these ? To add employee to Organization >>>>>>> I need to use ..... ? >>>>>>> May be it's a good opportunity to discuss and document each of them, >>>>>>> instead of referring me to the "BOOK" ;) >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>>>>>> there is not much documented in ofbiz about party. >>>>>>>> however if you read the Data model book Vol I you will see a lot about >>>>>>>> partyrelationsips. Good diagram on pg 41 >>>>>>>> In this case you would have party relationship with the company that >>>>>>>> supplies contractors >>>>>>>> so you need to setup the roles of each party then setup the relationship >>>>>>>> between them >>>>>>>> start with organizational party relationship then individual (person) >>>>>>>> realtionships with organizations. >>>>>>>> >>>>>>>> example >>>>>>>> the programmer would be a employee role with the recruitment company if >>>>>>>> they contract, then the programmer would have a contractor relationship >>>>>>>> with the Company. >>>>>>>> >>>>>>>> the rest you can get from the demo data or you can look at the demo site >>>>>>>> at the different parties to see the relationships. >>>>>>>> >>>>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>>>>>> Hello all, >>>>>>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>>>>>> Here's the scenario we have. Three Group parties: >>>>>>>>> Programmers >>>>>>>>> Recruiter >>>>>>>>> Sales /marketing/Distributing >>>>>>>>> The distributor obtains the requirements and hires the Programmers >>>>>>>>> through the "Recruitment" company. Billing is done by hour. >>>>>>>>> In each company there's two employees that interact with the system. >>>>>>>>> programmer1 , programmer2 >>>>>>>>> hr manager 1, hr manager2 >>>>>>>>> project manager1, project manager2 >>>>>>>>> >>>>>>>>> We need to setup the system, to handle the requirements communication, >>>>>>>>> timesheet, project management ... etc. >>>>>>>>> I have created the three group parties, and 6 employees parties, and >>>>>>>>> stopped there not knowing how to connect them. >>>>>>>>> >>>>>>>>> How to associate users (employee) with companies (Group Party) ? >>>>>>>>> I tried to go to Relationships page and use "Add other party >>>>>>>>> relationship", but those fields are not clear to me. For example "in >>>>>>>>> the Role of" .... etc. >>>>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>>>>>> >>>>>>>>> What do I need to do after that ? >>>>>>>>> >>>>>>>>> Guessing is not very help full here as it relies on trial and error, >>>>>>>>> and an error may not be initially visible. So I like to get an advice >>>>>>>>> from someone with more experience in this area. >>>>>>>>> >>>>>>>>> Thank you. >>>>>>>>> >>>>>>>> >>>>>>> >>>>> >>> > |
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In reply to this post by BJ Freeman
What about the ability to view tasks that "mansour" is not part of their
projects? On Sun Jul 24,2011 11:35 am, BJ Freeman wrote: > permission usually refer to the Login of a party. > if you look in the ofbiz-component.xml, base-permission="PROJECTMGR", > your login must have this security level. > > Mansour Al Akeel sent the following on 7/24/2011 10:29 AM: > > BJ, > > thank you for all your help. I looked at the links you sent me, and they > > were usefull. I still don't understand why permissions are checked in > > the ftl and not the service layer. However this is not the issue I am > > stuck at now. > > I think I am still confused about permissions. > > I created an account on trunk demo to show what I am talking about. > > > > If you go to: > > https://demo-trunk.ofbiz.apache.org/projectmgr/control/main > > and try to login with mansour:ofbiz you will be greated with a screen > > saying: > > > > org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) > > > > This is fine, as the user "mansour" doesn't have persmission to view > > this project, but shouldn't this screen display the projects he is > > member of (if any). > > > > The second part is if you go to: > > > > https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask > > > > and hit find, the user can see all the tasks that he is not member of, > > and clicking on any of them, will open the details about that task. > > > > This user is in "PROJECTUSER" security group, which has: > > > > ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) > > PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. > > PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet > > PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. > > PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) > > > > On my local machine, I removed that last one "PROJECTMGR_VIEW", but > > still this user can see others tasks. > > > > Am I doing something wrong here? > > > > I appreciate your help. > > > > On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: > >> New Role Type (see chapter two of the Book) > >> lets you define a new role type to use. > >> it is best to link with the book to use the webtools > >> https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType > >> you can also get the xml structure from the data and created a bunch of > >> them then load them via the web tools import. note: that service engine > >> and UI (widgets and ftls) need to changed if you want that role type to > >> have access. > >> > >> doing a google search for > >> ofbiz main role > >> http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html > >> > >> I hope these tips help you research you answer more. and As I said > >> before parts of you question are already been answered. > >> > >> > >> This may clear up more on security and Role View all. > >> https://cwiki.apache.org/OFBTECH/ofbiz-security.html > >> > >> > >> Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: > >>> Hello BJ, > >>> and thank you for your reply. > >>> > >>> You can check the link here: > >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee > >>> > >>> It has > >>> "Add To Main Role" and "Add To Role : view all" Fields. and if you > >>> select soemthing like "Calendare" for the first one, you will get a > >>> third field "Add To Second Role". What is the difference between them ? > >>> > >>> I was confused with the security part, because was adding a user to a > >>> group, but still the user was not allowed to edit a project. I have to > >>> add the user as a resource for that project. > >>> > >>> What I understand now is, Party Roles has nothing to do with > >>> permissions, and the later has to be handled separately through the > >>> security group. > >>> > >>> > >>> Thank you. > >>> > >>> > >>> On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: > >>>> Yes I still have to go back and review. The book Deals only with Roles > >>>> related to Party. Security based on login is not in the Book. > >>>> The is covered in the Service Engine and Webapps, widgets > >>>> > >>>> It helps if you give complete URL to the places you talking about. It > >>>> saves time of the answerer and verify we are talking the same component. > >>>> The labels are in seperate files from actual code, so depending on who > >>>> put in the text for that label, it may not be clear as to its meaning. > >>>> > >>>> you can limit based on Roles, security groups and/or security roles > >>>> which is different from roles. > >>>> going through the widgets and Ftls will give you code examples of how > >>>> this is accomplished. > >>>> > >>>> The example component is good to review. > >>>> > >>>> > >>>> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: > >>>>> Ok, the "BOOK" explained things, and I know I have to read many parts > >>>>> again, especially while trying to match the readings with the > >>>>> functionality offered by OFBiz. > >>>>> > >>>>> Now I have a question related to adding roles. In the "Add To Role" > >>>>> screen: > >>>>> > >>>>> > >>>>> Add To Main Role > >>>>> --> Role Type Id > >>>>> > >>>>> Add To Second Role > >>>>> --> Role Type Id > >>>>> > >>>>> Add To Role : view all > >>>>> --> Role Type Id > >>>>> > >>>>> What is the difference between "Main Role" and "Second Role" and how do > >>>>> I use them ? > >>>>> What is the "Add To Role" mean ? > >>>>> > >>>>> Back again to the senario in the first email, and after I modeled the > >>>>> Parties, how do I let each access only to the functionality they need to > >>>>> access ? For example, "Approver" to aprove timesheet and work effort. > >>>>> Project manager to Assing tasks, "Developer" to update tasks. Would this > >>>>> have to be separately using "Security Groups" ? > >>>>> > >>>>> Thank you. > >>>>> > >>>>> > >>>>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: > >>>>>> as both Adrian and I mentioned most of that would be described well in > >>>>>> the Data model book that ofbiz was modeled after, which is why not much > >>>>>> documentation is written specifically in ofbiz. > >>>>>> > >>>>>> There are emails in the archive that have covered different parts of > >>>>>> your question. > >>>>>> > >>>>>> Actually it has been a good time for the Documentation for over 6 years, > >>>>>> problem is getting someone to volunteer to do it. We have added internal > >>>>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. > >>>>>> > >>>>>> Normally such Contributions have been from someone hiring someone to do > >>>>>> the documentation, because it takes a lot of time to volunteer and those > >>>>>> that have to make a living do not have such time free. Then that > >>>>>> documentation was volunteered to ofbiz community. > >>>>>> > >>>>>> I limit my volunteer time per subject on the mailing list to 15 min, > >>>>>> unless i have a vested interest in it. I have even stopped answering on > >>>>>> here because my time has become very limited. as an example this email > >>>>>> took over two hours to finish because of interruptions to do business. > >>>>>> > >>>>>> so maybe others that have the time will volunteer the information you > >>>>>> desire. > >>>>>> > >>>>>> Most find the charge for the "BOOK" a lot less than hiring someone, or > >>>>>> volunteering the time to document. > >>>>>> > >>>>>> That said, feel free once you understand to volunteer you time to > >>>>>> documented this the way you think it should be done. > >>>>>> BTW I have made this offer to others that presented the same proposal in > >>>>>> the past and they have not volunteer such documentation yet. > >>>>>> > >>>>>> I would suggest you draw an organizational chart then use the fields in > >>>>>> ofbiz to associated the chart to relationships. There is no "ONE" > >>>>>> organization chart. > >>>>>> > >>>>>> Demo employee shows two relationships as examples, in a normal Company > >>>>>> there may be many relationships. like the one that says the demo > >>>>>> employee is a employee. > >>>>>> > >>>>>> you would use roles and relationship > >>>>>> > >>>>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > >>>>>>> BJ thank you. > >>>>>>> > >>>>>>> My question is related more to ofbiz usage. In the relationship page: > >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > >>>>>>> you can see some fields that are not clear to me. To be more specific, We have: > >>>>>>> in the role of | is A of Party | in the role of > >>>>>>> > >>>>>>> There two relations for DemoEmployee. And each relation has two fields > >>>>>>> "in the Role Of". > >>>>>>> Further more, there is some confusion about where to relate employee > >>>>>>> to organization. I mean if you go to: > >>>>>>> > >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > >>>>>>> > >>>>>>> You will see four tabs with labels indicates similar functionality: > >>>>>>> -Roles > >>>>>>> -Link Party > >>>>>>> -Relationships > >>>>>>> -Segments > >>>>>>> > >>>>>>> > >>>>>>> What is the difference between these ? To add employee to Organization > >>>>>>> I need to use ..... ? > >>>>>>> May be it's a good opportunity to discuss and document each of them, > >>>>>>> instead of referring me to the "BOOK" ;) > >>>>>>> > >>>>>>> > >>>>>>> > >>>>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > >>>>>>>> there is not much documented in ofbiz about party. > >>>>>>>> however if you read the Data model book Vol I you will see a lot about > >>>>>>>> partyrelationsips. Good diagram on pg 41 > >>>>>>>> In this case you would have party relationship with the company that > >>>>>>>> supplies contractors > >>>>>>>> so you need to setup the roles of each party then setup the relationship > >>>>>>>> between them > >>>>>>>> start with organizational party relationship then individual (person) > >>>>>>>> realtionships with organizations. > >>>>>>>> > >>>>>>>> example > >>>>>>>> the programmer would be a employee role with the recruitment company if > >>>>>>>> they contract, then the programmer would have a contractor relationship > >>>>>>>> with the Company. > >>>>>>>> > >>>>>>>> the rest you can get from the demo data or you can look at the demo site > >>>>>>>> at the different parties to see the relationships. > >>>>>>>> > >>>>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > >>>>>>>>> Hello all, > >>>>>>>>> I didn't use the parties component extensively, and don't know a lot about it. > >>>>>>>>> Here's the scenario we have. Three Group parties: > >>>>>>>>> Programmers > >>>>>>>>> Recruiter > >>>>>>>>> Sales /marketing/Distributing > >>>>>>>>> The distributor obtains the requirements and hires the Programmers > >>>>>>>>> through the "Recruitment" company. Billing is done by hour. > >>>>>>>>> In each company there's two employees that interact with the system. > >>>>>>>>> programmer1 , programmer2 > >>>>>>>>> hr manager 1, hr manager2 > >>>>>>>>> project manager1, project manager2 > >>>>>>>>> > >>>>>>>>> We need to setup the system, to handle the requirements communication, > >>>>>>>>> timesheet, project management ... etc. > >>>>>>>>> I have created the three group parties, and 6 employees parties, and > >>>>>>>>> stopped there not knowing how to connect them. > >>>>>>>>> > >>>>>>>>> How to associate users (employee) with companies (Group Party) ? > >>>>>>>>> I tried to go to Relationships page and use "Add other party > >>>>>>>>> relationship", but those fields are not clear to me. For example "in > >>>>>>>>> the Role of" .... etc. > >>>>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > >>>>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? > >>>>>>>>> > >>>>>>>>> What do I need to do after that ? > >>>>>>>>> > >>>>>>>>> Guessing is not very help full here as it relies on trial and error, > >>>>>>>>> and an error may not be initially visible. So I like to get an advice > >>>>>>>>> from someone with more experience in this area. > >>>>>>>>> > >>>>>>>>> Thank you. > >>>>>>>>> > >>>>>>>> > >>>>>>> > >>>>> > >>> > > |
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In reply to this post by BJ Freeman
Are you saying this is missing, and should be added ?
On Sun Jul 24,2011 11:48 am, BJ Freeman wrote: > on the second part that was covered in the security link I gave you > '<if-has-permission' has to be in the UI to be effective on permissions. > > Mansour Al Akeel sent the following on 7/24/2011 10:29 AM: > > BJ, > > thank you for all your help. I looked at the links you sent me, and they > > were usefull. I still don't understand why permissions are checked in > > the ftl and not the service layer. However this is not the issue I am > > stuck at now. > > I think I am still confused about permissions. > > I created an account on trunk demo to show what I am talking about. > > > > If you go to: > > https://demo-trunk.ofbiz.apache.org/projectmgr/control/main > > and try to login with mansour:ofbiz you will be greated with a screen > > saying: > > > > org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) > > > > This is fine, as the user "mansour" doesn't have persmission to view > > this project, but shouldn't this screen display the projects he is > > member of (if any). > > > > The second part is if you go to: > > > > https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask > > > > and hit find, the user can see all the tasks that he is not member of, > > and clicking on any of them, will open the details about that task. > > > > This user is in "PROJECTUSER" security group, which has: > > > > ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) > > PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. > > PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet > > PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. > > PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) > > > > On my local machine, I removed that last one "PROJECTMGR_VIEW", but > > still this user can see others tasks. > > > > Am I doing something wrong here? > > > > I appreciate your help. > > > > On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: > >> New Role Type (see chapter two of the Book) > >> lets you define a new role type to use. > >> it is best to link with the book to use the webtools > >> https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType > >> you can also get the xml structure from the data and created a bunch of > >> them then load them via the web tools import. note: that service engine > >> and UI (widgets and ftls) need to changed if you want that role type to > >> have access. > >> > >> doing a google search for > >> ofbiz main role > >> http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html > >> > >> I hope these tips help you research you answer more. and As I said > >> before parts of you question are already been answered. > >> > >> > >> This may clear up more on security and Role View all. > >> https://cwiki.apache.org/OFBTECH/ofbiz-security.html > >> > >> > >> Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: > >>> Hello BJ, > >>> and thank you for your reply. > >>> > >>> You can check the link here: > >>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee > >>> > >>> It has > >>> "Add To Main Role" and "Add To Role : view all" Fields. and if you > >>> select soemthing like "Calendare" for the first one, you will get a > >>> third field "Add To Second Role". What is the difference between them ? > >>> > >>> I was confused with the security part, because was adding a user to a > >>> group, but still the user was not allowed to edit a project. I have to > >>> add the user as a resource for that project. > >>> > >>> What I understand now is, Party Roles has nothing to do with > >>> permissions, and the later has to be handled separately through the > >>> security group. > >>> > >>> > >>> Thank you. > >>> > >>> > >>> On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: > >>>> Yes I still have to go back and review. The book Deals only with Roles > >>>> related to Party. Security based on login is not in the Book. > >>>> The is covered in the Service Engine and Webapps, widgets > >>>> > >>>> It helps if you give complete URL to the places you talking about. It > >>>> saves time of the answerer and verify we are talking the same component. > >>>> The labels are in seperate files from actual code, so depending on who > >>>> put in the text for that label, it may not be clear as to its meaning. > >>>> > >>>> you can limit based on Roles, security groups and/or security roles > >>>> which is different from roles. > >>>> going through the widgets and Ftls will give you code examples of how > >>>> this is accomplished. > >>>> > >>>> The example component is good to review. > >>>> > >>>> > >>>> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: > >>>>> Ok, the "BOOK" explained things, and I know I have to read many parts > >>>>> again, especially while trying to match the readings with the > >>>>> functionality offered by OFBiz. > >>>>> > >>>>> Now I have a question related to adding roles. In the "Add To Role" > >>>>> screen: > >>>>> > >>>>> > >>>>> Add To Main Role > >>>>> --> Role Type Id > >>>>> > >>>>> Add To Second Role > >>>>> --> Role Type Id > >>>>> > >>>>> Add To Role : view all > >>>>> --> Role Type Id > >>>>> > >>>>> What is the difference between "Main Role" and "Second Role" and how do > >>>>> I use them ? > >>>>> What is the "Add To Role" mean ? > >>>>> > >>>>> Back again to the senario in the first email, and after I modeled the > >>>>> Parties, how do I let each access only to the functionality they need to > >>>>> access ? For example, "Approver" to aprove timesheet and work effort. > >>>>> Project manager to Assing tasks, "Developer" to update tasks. Would this > >>>>> have to be separately using "Security Groups" ? > >>>>> > >>>>> Thank you. > >>>>> > >>>>> > >>>>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: > >>>>>> as both Adrian and I mentioned most of that would be described well in > >>>>>> the Data model book that ofbiz was modeled after, which is why not much > >>>>>> documentation is written specifically in ofbiz. > >>>>>> > >>>>>> There are emails in the archive that have covered different parts of > >>>>>> your question. > >>>>>> > >>>>>> Actually it has been a good time for the Documentation for over 6 years, > >>>>>> problem is getting someone to volunteer to do it. We have added internal > >>>>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. > >>>>>> > >>>>>> Normally such Contributions have been from someone hiring someone to do > >>>>>> the documentation, because it takes a lot of time to volunteer and those > >>>>>> that have to make a living do not have such time free. Then that > >>>>>> documentation was volunteered to ofbiz community. > >>>>>> > >>>>>> I limit my volunteer time per subject on the mailing list to 15 min, > >>>>>> unless i have a vested interest in it. I have even stopped answering on > >>>>>> here because my time has become very limited. as an example this email > >>>>>> took over two hours to finish because of interruptions to do business. > >>>>>> > >>>>>> so maybe others that have the time will volunteer the information you > >>>>>> desire. > >>>>>> > >>>>>> Most find the charge for the "BOOK" a lot less than hiring someone, or > >>>>>> volunteering the time to document. > >>>>>> > >>>>>> That said, feel free once you understand to volunteer you time to > >>>>>> documented this the way you think it should be done. > >>>>>> BTW I have made this offer to others that presented the same proposal in > >>>>>> the past and they have not volunteer such documentation yet. > >>>>>> > >>>>>> I would suggest you draw an organizational chart then use the fields in > >>>>>> ofbiz to associated the chart to relationships. There is no "ONE" > >>>>>> organization chart. > >>>>>> > >>>>>> Demo employee shows two relationships as examples, in a normal Company > >>>>>> there may be many relationships. like the one that says the demo > >>>>>> employee is a employee. > >>>>>> > >>>>>> you would use roles and relationship > >>>>>> > >>>>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: > >>>>>>> BJ thank you. > >>>>>>> > >>>>>>> My question is related more to ofbiz usage. In the relationship page: > >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee > >>>>>>> you can see some fields that are not clear to me. To be more specific, We have: > >>>>>>> in the role of | is A of Party | in the role of > >>>>>>> > >>>>>>> There two relations for DemoEmployee. And each relation has two fields > >>>>>>> "in the Role Of". > >>>>>>> Further more, there is some confusion about where to relate employee > >>>>>>> to organization. I mean if you go to: > >>>>>>> > >>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee > >>>>>>> > >>>>>>> You will see four tabs with labels indicates similar functionality: > >>>>>>> -Roles > >>>>>>> -Link Party > >>>>>>> -Relationships > >>>>>>> -Segments > >>>>>>> > >>>>>>> > >>>>>>> What is the difference between these ? To add employee to Organization > >>>>>>> I need to use ..... ? > >>>>>>> May be it's a good opportunity to discuss and document each of them, > >>>>>>> instead of referring me to the "BOOK" ;) > >>>>>>> > >>>>>>> > >>>>>>> > >>>>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: > >>>>>>>> there is not much documented in ofbiz about party. > >>>>>>>> however if you read the Data model book Vol I you will see a lot about > >>>>>>>> partyrelationsips. Good diagram on pg 41 > >>>>>>>> In this case you would have party relationship with the company that > >>>>>>>> supplies contractors > >>>>>>>> so you need to setup the roles of each party then setup the relationship > >>>>>>>> between them > >>>>>>>> start with organizational party relationship then individual (person) > >>>>>>>> realtionships with organizations. > >>>>>>>> > >>>>>>>> example > >>>>>>>> the programmer would be a employee role with the recruitment company if > >>>>>>>> they contract, then the programmer would have a contractor relationship > >>>>>>>> with the Company. > >>>>>>>> > >>>>>>>> the rest you can get from the demo data or you can look at the demo site > >>>>>>>> at the different parties to see the relationships. > >>>>>>>> > >>>>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: > >>>>>>>>> Hello all, > >>>>>>>>> I didn't use the parties component extensively, and don't know a lot about it. > >>>>>>>>> Here's the scenario we have. Three Group parties: > >>>>>>>>> Programmers > >>>>>>>>> Recruiter > >>>>>>>>> Sales /marketing/Distributing > >>>>>>>>> The distributor obtains the requirements and hires the Programmers > >>>>>>>>> through the "Recruitment" company. Billing is done by hour. > >>>>>>>>> In each company there's two employees that interact with the system. > >>>>>>>>> programmer1 , programmer2 > >>>>>>>>> hr manager 1, hr manager2 > >>>>>>>>> project manager1, project manager2 > >>>>>>>>> > >>>>>>>>> We need to setup the system, to handle the requirements communication, > >>>>>>>>> timesheet, project management ... etc. > >>>>>>>>> I have created the three group parties, and 6 employees parties, and > >>>>>>>>> stopped there not knowing how to connect them. > >>>>>>>>> > >>>>>>>>> How to associate users (employee) with companies (Group Party) ? > >>>>>>>>> I tried to go to Relationships page and use "Add other party > >>>>>>>>> relationship", but those fields are not clear to me. For example "in > >>>>>>>>> the Role of" .... etc. > >>>>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? > >>>>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? > >>>>>>>>> > >>>>>>>>> What do I need to do after that ? > >>>>>>>>> > >>>>>>>>> Guessing is not very help full here as it relies on trial and error, > >>>>>>>>> and an error may not be initially visible. So I like to get an advice > >>>>>>>>> from someone with more experience in this area. > >>>>>>>>> > >>>>>>>>> Thank you. > >>>>>>>>> > >>>>>>>> > >>>>>>> > >>>>> > >>> > > |
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In reply to this post by Mansour
that is not permission but party roles and indirectly party groups that
has roles and party relationships. it needs to be check in the UI. Mansour Al Akeel sent the following on 7/24/2011 11:49 AM: > What about the ability to view tasks that "mansour" is not part of their > projects? > > On Sun Jul 24,2011 11:35 am, BJ Freeman wrote: >> permission usually refer to the Login of a party. >> if you look in the ofbiz-component.xml, base-permission="PROJECTMGR", >> your login must have this security level. >> >> Mansour Al Akeel sent the following on 7/24/2011 10:29 AM: >>> BJ, >>> thank you for all your help. I looked at the links you sent me, and they >>> were usefull. I still don't understand why permissions are checked in >>> the ftl and not the service layer. However this is not the issue I am >>> stuck at now. >>> I think I am still confused about permissions. >>> I created an account on trunk demo to show what I am talking about. >>> >>> If you go to: >>> https://demo-trunk.ofbiz.apache.org/projectmgr/control/main >>> and try to login with mansour:ofbiz you will be greated with a screen >>> saying: >>> >>> org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) >>> >>> This is fine, as the user "mansour" doesn't have persmission to view >>> this project, but shouldn't this screen display the projects he is >>> member of (if any). >>> >>> The second part is if you go to: >>> >>> https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask >>> >>> and hit find, the user can see all the tasks that he is not member of, >>> and clicking on any of them, will open the details about that task. >>> >>> This user is in "PROJECTUSER" security group, which has: >>> >>> ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) >>> PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. >>> PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet >>> PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. >>> PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) >>> >>> On my local machine, I removed that last one "PROJECTMGR_VIEW", but >>> still this user can see others tasks. >>> >>> Am I doing something wrong here? >>> >>> I appreciate your help. >>> >>> On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: >>>> New Role Type (see chapter two of the Book) >>>> lets you define a new role type to use. >>>> it is best to link with the book to use the webtools >>>> https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType >>>> you can also get the xml structure from the data and created a bunch of >>>> them then load them via the web tools import. note: that service engine >>>> and UI (widgets and ftls) need to changed if you want that role type to >>>> have access. >>>> >>>> doing a google search for >>>> ofbiz main role >>>> http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html >>>> >>>> I hope these tips help you research you answer more. and As I said >>>> before parts of you question are already been answered. >>>> >>>> >>>> This may clear up more on security and Role View all. >>>> https://cwiki.apache.org/OFBTECH/ofbiz-security.html >>>> >>>> >>>> Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: >>>>> Hello BJ, >>>>> and thank you for your reply. >>>>> >>>>> You can check the link here: >>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee >>>>> >>>>> It has >>>>> "Add To Main Role" and "Add To Role : view all" Fields. and if you >>>>> select soemthing like "Calendare" for the first one, you will get a >>>>> third field "Add To Second Role". What is the difference between them ? >>>>> >>>>> I was confused with the security part, because was adding a user to a >>>>> group, but still the user was not allowed to edit a project. I have to >>>>> add the user as a resource for that project. >>>>> >>>>> What I understand now is, Party Roles has nothing to do with >>>>> permissions, and the later has to be handled separately through the >>>>> security group. >>>>> >>>>> >>>>> Thank you. >>>>> >>>>> >>>>> On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: >>>>>> Yes I still have to go back and review. The book Deals only with Roles >>>>>> related to Party. Security based on login is not in the Book. >>>>>> The is covered in the Service Engine and Webapps, widgets >>>>>> >>>>>> It helps if you give complete URL to the places you talking about. It >>>>>> saves time of the answerer and verify we are talking the same component. >>>>>> The labels are in seperate files from actual code, so depending on who >>>>>> put in the text for that label, it may not be clear as to its meaning. >>>>>> >>>>>> you can limit based on Roles, security groups and/or security roles >>>>>> which is different from roles. >>>>>> going through the widgets and Ftls will give you code examples of how >>>>>> this is accomplished. >>>>>> >>>>>> The example component is good to review. >>>>>> >>>>>> >>>>>> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: >>>>>>> Ok, the "BOOK" explained things, and I know I have to read many parts >>>>>>> again, especially while trying to match the readings with the >>>>>>> functionality offered by OFBiz. >>>>>>> >>>>>>> Now I have a question related to adding roles. In the "Add To Role" >>>>>>> screen: >>>>>>> >>>>>>> >>>>>>> Add To Main Role >>>>>>> --> Role Type Id >>>>>>> >>>>>>> Add To Second Role >>>>>>> --> Role Type Id >>>>>>> >>>>>>> Add To Role : view all >>>>>>> --> Role Type Id >>>>>>> >>>>>>> What is the difference between "Main Role" and "Second Role" and how do >>>>>>> I use them ? >>>>>>> What is the "Add To Role" mean ? >>>>>>> >>>>>>> Back again to the senario in the first email, and after I modeled the >>>>>>> Parties, how do I let each access only to the functionality they need to >>>>>>> access ? For example, "Approver" to aprove timesheet and work effort. >>>>>>> Project manager to Assing tasks, "Developer" to update tasks. Would this >>>>>>> have to be separately using "Security Groups" ? >>>>>>> >>>>>>> Thank you. >>>>>>> >>>>>>> >>>>>>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >>>>>>>> as both Adrian and I mentioned most of that would be described well in >>>>>>>> the Data model book that ofbiz was modeled after, which is why not much >>>>>>>> documentation is written specifically in ofbiz. >>>>>>>> >>>>>>>> There are emails in the archive that have covered different parts of >>>>>>>> your question. >>>>>>>> >>>>>>>> Actually it has been a good time for the Documentation for over 6 years, >>>>>>>> problem is getting someone to volunteer to do it. We have added internal >>>>>>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >>>>>>>> >>>>>>>> Normally such Contributions have been from someone hiring someone to do >>>>>>>> the documentation, because it takes a lot of time to volunteer and those >>>>>>>> that have to make a living do not have such time free. Then that >>>>>>>> documentation was volunteered to ofbiz community. >>>>>>>> >>>>>>>> I limit my volunteer time per subject on the mailing list to 15 min, >>>>>>>> unless i have a vested interest in it. I have even stopped answering on >>>>>>>> here because my time has become very limited. as an example this email >>>>>>>> took over two hours to finish because of interruptions to do business. >>>>>>>> >>>>>>>> so maybe others that have the time will volunteer the information you >>>>>>>> desire. >>>>>>>> >>>>>>>> Most find the charge for the "BOOK" a lot less than hiring someone, or >>>>>>>> volunteering the time to document. >>>>>>>> >>>>>>>> That said, feel free once you understand to volunteer you time to >>>>>>>> documented this the way you think it should be done. >>>>>>>> BTW I have made this offer to others that presented the same proposal in >>>>>>>> the past and they have not volunteer such documentation yet. >>>>>>>> >>>>>>>> I would suggest you draw an organizational chart then use the fields in >>>>>>>> ofbiz to associated the chart to relationships. There is no "ONE" >>>>>>>> organization chart. >>>>>>>> >>>>>>>> Demo employee shows two relationships as examples, in a normal Company >>>>>>>> there may be many relationships. like the one that says the demo >>>>>>>> employee is a employee. >>>>>>>> >>>>>>>> you would use roles and relationship >>>>>>>> >>>>>>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>>>>>>>> BJ thank you. >>>>>>>>> >>>>>>>>> My question is related more to ofbiz usage. In the relationship page: >>>>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>>>>>>>> you can see some fields that are not clear to me. To be more specific, We have: >>>>>>>>> in the role of | is A of Party | in the role of >>>>>>>>> >>>>>>>>> There two relations for DemoEmployee. And each relation has two fields >>>>>>>>> "in the Role Of". >>>>>>>>> Further more, there is some confusion about where to relate employee >>>>>>>>> to organization. I mean if you go to: >>>>>>>>> >>>>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>>>>>>>> >>>>>>>>> You will see four tabs with labels indicates similar functionality: >>>>>>>>> -Roles >>>>>>>>> -Link Party >>>>>>>>> -Relationships >>>>>>>>> -Segments >>>>>>>>> >>>>>>>>> >>>>>>>>> What is the difference between these ? To add employee to Organization >>>>>>>>> I need to use ..... ? >>>>>>>>> May be it's a good opportunity to discuss and document each of them, >>>>>>>>> instead of referring me to the "BOOK" ;) >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>>>>>>>> there is not much documented in ofbiz about party. >>>>>>>>>> however if you read the Data model book Vol I you will see a lot about >>>>>>>>>> partyrelationsips. Good diagram on pg 41 >>>>>>>>>> In this case you would have party relationship with the company that >>>>>>>>>> supplies contractors >>>>>>>>>> so you need to setup the roles of each party then setup the relationship >>>>>>>>>> between them >>>>>>>>>> start with organizational party relationship then individual (person) >>>>>>>>>> realtionships with organizations. >>>>>>>>>> >>>>>>>>>> example >>>>>>>>>> the programmer would be a employee role with the recruitment company if >>>>>>>>>> they contract, then the programmer would have a contractor relationship >>>>>>>>>> with the Company. >>>>>>>>>> >>>>>>>>>> the rest you can get from the demo data or you can look at the demo site >>>>>>>>>> at the different parties to see the relationships. >>>>>>>>>> >>>>>>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>>>>>>>> Hello all, >>>>>>>>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>>>>>>>> Here's the scenario we have. Three Group parties: >>>>>>>>>>> Programmers >>>>>>>>>>> Recruiter >>>>>>>>>>> Sales /marketing/Distributing >>>>>>>>>>> The distributor obtains the requirements and hires the Programmers >>>>>>>>>>> through the "Recruitment" company. Billing is done by hour. >>>>>>>>>>> In each company there's two employees that interact with the system. >>>>>>>>>>> programmer1 , programmer2 >>>>>>>>>>> hr manager 1, hr manager2 >>>>>>>>>>> project manager1, project manager2 >>>>>>>>>>> >>>>>>>>>>> We need to setup the system, to handle the requirements communication, >>>>>>>>>>> timesheet, project management ... etc. >>>>>>>>>>> I have created the three group parties, and 6 employees parties, and >>>>>>>>>>> stopped there not knowing how to connect them. >>>>>>>>>>> >>>>>>>>>>> How to associate users (employee) with companies (Group Party) ? >>>>>>>>>>> I tried to go to Relationships page and use "Add other party >>>>>>>>>>> relationship", but those fields are not clear to me. For example "in >>>>>>>>>>> the Role of" .... etc. >>>>>>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>>>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>>>>>>>> >>>>>>>>>>> What do I need to do after that ? >>>>>>>>>>> >>>>>>>>>>> Guessing is not very help full here as it relies on trial and error, >>>>>>>>>>> and an error may not be initially visible. So I like to get an advice >>>>>>>>>>> from someone with more experience in this area. >>>>>>>>>>> >>>>>>>>>>> Thank you. >>>>>>>>>>> >>>>>>>>>> >>>>>>>>> >>>>>>> >>>>> >>> > |
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In reply to this post by Mansour
I don't remember exactly, however generally the Ui has not taken Pary
roles, party groups and party relationship into account. I have rewritten the code I use to start with party relationships and roles then other conditions. this is done in the Action section of widgets. Mansour Al Akeel sent the following on 7/24/2011 11:57 AM: > Are you saying this is missing, and should be added ? > > On Sun Jul 24,2011 11:48 am, BJ Freeman wrote: >> on the second part that was covered in the security link I gave you >> '<if-has-permission' has to be in the UI to be effective on permissions. >> >> Mansour Al Akeel sent the following on 7/24/2011 10:29 AM: >>> BJ, >>> thank you for all your help. I looked at the links you sent me, and they >>> were usefull. I still don't understand why permissions are checked in >>> the ftl and not the service layer. However this is not the issue I am >>> stuck at now. >>> I think I am still confused about permissions. >>> I created an account on trunk demo to show what I am talking about. >>> >>> If you go to: >>> https://demo-trunk.ofbiz.apache.org/projectmgr/control/main >>> and try to login with mansour:ofbiz you will be greated with a screen >>> saying: >>> >>> org.ofbiz.widget.screen.ScreenRenderException: Error rendering screen [component://common/widget/CommonScreens.xml#GlobalDecorator]: java.lang.IllegalArgumentException: Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000 (Error running Groovy script at location [component://projectmgr/webapp/projectmgr/WEB-INF/actions/ListCurrentProjects.groovy]: org.ofbiz.service.ServiceAuthException: You have no access to the project#: 9000) >>> >>> This is fine, as the user "mansour" doesn't have persmission to view >>> this project, but shouldn't this screen display the projects he is >>> member of (if any). >>> >>> The second part is if you go to: >>> >>> https://demo-trunk.ofbiz.apache.org/projectmgr/control/FindTask >>> >>> and hit find, the user can see all the tasks that he is not member of, >>> and clicking on any of them, will open the details about that task. >>> >>> This user is in "PROJECTUSER" security group, which has: >>> >>> ROJECTMGR_ROLE_TASK_CREATE Be able to create a task (should be member of project) >>> PROJECTMGR_ROLE_TIMESHEET_CREATE Be able to create a weekly timesheet for the loginid. >>> PROJECTMGR_ROLE_TIMESHEET_UPDATE Be able to update(report) on an existing own timesheet >>> PROJECTMGR_ROLE_VIEW All view operations in the Project Manager for a project/phase/task the user is member of.. >>> PROJECTMGR_VIEW ALL View operations in the Project Manager(but can be limited by ROLE_VIEW) >>> >>> On my local machine, I removed that last one "PROJECTMGR_VIEW", but >>> still this user can see others tasks. >>> >>> Am I doing something wrong here? >>> >>> I appreciate your help. >>> >>> On Sun Jul 17,2011 10:09 am, BJ Freeman wrote: >>>> New Role Type (see chapter two of the Book) >>>> lets you define a new role type to use. >>>> it is best to link with the book to use the webtools >>>> https://demo-trunk.ofbiz.apache.org/webtools/control/ViewRelations?entityName=RoleType >>>> you can also get the xml structure from the data and created a bunch of >>>> them then load them via the web tools import. note: that service engine >>>> and UI (widgets and ftls) need to changed if you want that role type to >>>> have access. >>>> >>>> doing a google search for >>>> ofbiz main role >>>> http://ofbiz.135035.n4.nabble.com/Party-Main-Role-td1680393.html >>>> >>>> I hope these tips help you research you answer more. and As I said >>>> before parts of you question are already been answered. >>>> >>>> >>>> This may clear up more on security and Role View all. >>>> https://cwiki.apache.org/OFBTECH/ofbiz-security.html >>>> >>>> >>>> Mansour Al Akeel sent the following on 7/17/2011 8:45 AM: >>>>> Hello BJ, >>>>> and thank you for your reply. >>>>> >>>>> You can check the link here: >>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewroles?partyId=DemoEmployee >>>>> >>>>> It has >>>>> "Add To Main Role" and "Add To Role : view all" Fields. and if you >>>>> select soemthing like "Calendare" for the first one, you will get a >>>>> third field "Add To Second Role". What is the difference between them ? >>>>> >>>>> I was confused with the security part, because was adding a user to a >>>>> group, but still the user was not allowed to edit a project. I have to >>>>> add the user as a resource for that project. >>>>> >>>>> What I understand now is, Party Roles has nothing to do with >>>>> permissions, and the later has to be handled separately through the >>>>> security group. >>>>> >>>>> >>>>> Thank you. >>>>> >>>>> >>>>> On Sat Jul 16,2011 11:01 pm, BJ Freeman wrote: >>>>>> Yes I still have to go back and review. The book Deals only with Roles >>>>>> related to Party. Security based on login is not in the Book. >>>>>> The is covered in the Service Engine and Webapps, widgets >>>>>> >>>>>> It helps if you give complete URL to the places you talking about. It >>>>>> saves time of the answerer and verify we are talking the same component. >>>>>> The labels are in seperate files from actual code, so depending on who >>>>>> put in the text for that label, it may not be clear as to its meaning. >>>>>> >>>>>> you can limit based on Roles, security groups and/or security roles >>>>>> which is different from roles. >>>>>> going through the widgets and Ftls will give you code examples of how >>>>>> this is accomplished. >>>>>> >>>>>> The example component is good to review. >>>>>> >>>>>> >>>>>> Mansour Al Akeel sent the following on 7/16/2011 8:29 PM: >>>>>>> Ok, the "BOOK" explained things, and I know I have to read many parts >>>>>>> again, especially while trying to match the readings with the >>>>>>> functionality offered by OFBiz. >>>>>>> >>>>>>> Now I have a question related to adding roles. In the "Add To Role" >>>>>>> screen: >>>>>>> >>>>>>> >>>>>>> Add To Main Role >>>>>>> --> Role Type Id >>>>>>> >>>>>>> Add To Second Role >>>>>>> --> Role Type Id >>>>>>> >>>>>>> Add To Role : view all >>>>>>> --> Role Type Id >>>>>>> >>>>>>> What is the difference between "Main Role" and "Second Role" and how do >>>>>>> I use them ? >>>>>>> What is the "Add To Role" mean ? >>>>>>> >>>>>>> Back again to the senario in the first email, and after I modeled the >>>>>>> Parties, how do I let each access only to the functionality they need to >>>>>>> access ? For example, "Approver" to aprove timesheet and work effort. >>>>>>> Project manager to Assing tasks, "Developer" to update tasks. Would this >>>>>>> have to be separately using "Security Groups" ? >>>>>>> >>>>>>> Thank you. >>>>>>> >>>>>>> >>>>>>> On Mon Jun 27,2011 09:29 am, BJ Freeman wrote: >>>>>>>> as both Adrian and I mentioned most of that would be described well in >>>>>>>> the Data model book that ofbiz was modeled after, which is why not much >>>>>>>> documentation is written specifically in ofbiz. >>>>>>>> >>>>>>>> There are emails in the archive that have covered different parts of >>>>>>>> your question. >>>>>>>> >>>>>>>> Actually it has been a good time for the Documentation for over 6 years, >>>>>>>> problem is getting someone to volunteer to do it. We have added internal >>>>>>>> Help in ofbiz that needs to be filled out. ANY VOLUNTEERS. >>>>>>>> >>>>>>>> Normally such Contributions have been from someone hiring someone to do >>>>>>>> the documentation, because it takes a lot of time to volunteer and those >>>>>>>> that have to make a living do not have such time free. Then that >>>>>>>> documentation was volunteered to ofbiz community. >>>>>>>> >>>>>>>> I limit my volunteer time per subject on the mailing list to 15 min, >>>>>>>> unless i have a vested interest in it. I have even stopped answering on >>>>>>>> here because my time has become very limited. as an example this email >>>>>>>> took over two hours to finish because of interruptions to do business. >>>>>>>> >>>>>>>> so maybe others that have the time will volunteer the information you >>>>>>>> desire. >>>>>>>> >>>>>>>> Most find the charge for the "BOOK" a lot less than hiring someone, or >>>>>>>> volunteering the time to document. >>>>>>>> >>>>>>>> That said, feel free once you understand to volunteer you time to >>>>>>>> documented this the way you think it should be done. >>>>>>>> BTW I have made this offer to others that presented the same proposal in >>>>>>>> the past and they have not volunteer such documentation yet. >>>>>>>> >>>>>>>> I would suggest you draw an organizational chart then use the fields in >>>>>>>> ofbiz to associated the chart to relationships. There is no "ONE" >>>>>>>> organization chart. >>>>>>>> >>>>>>>> Demo employee shows two relationships as examples, in a normal Company >>>>>>>> there may be many relationships. like the one that says the demo >>>>>>>> employee is a employee. >>>>>>>> >>>>>>>> you would use roles and relationship >>>>>>>> >>>>>>>> Mansour Al Akeel sent the following on 6/27/2011 4:28 AM: >>>>>>>>> BJ thank you. >>>>>>>>> >>>>>>>>> My question is related more to ofbiz usage. In the relationship page: >>>>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditPartyRelationships?partyId=DemoEmployee >>>>>>>>> you can see some fields that are not clear to me. To be more specific, We have: >>>>>>>>> in the role of | is A of Party | in the role of >>>>>>>>> >>>>>>>>> There two relations for DemoEmployee. And each relation has two fields >>>>>>>>> "in the Role Of". >>>>>>>>> Further more, there is some confusion about where to relate employee >>>>>>>>> to organization. I mean if you go to: >>>>>>>>> >>>>>>>>> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoEmployee >>>>>>>>> >>>>>>>>> You will see four tabs with labels indicates similar functionality: >>>>>>>>> -Roles >>>>>>>>> -Link Party >>>>>>>>> -Relationships >>>>>>>>> -Segments >>>>>>>>> >>>>>>>>> >>>>>>>>> What is the difference between these ? To add employee to Organization >>>>>>>>> I need to use ..... ? >>>>>>>>> May be it's a good opportunity to discuss and document each of them, >>>>>>>>> instead of referring me to the "BOOK" ;) >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> On Sun, Jun 26, 2011 at 9:10 PM, BJ Freeman <[hidden email]> wrote: >>>>>>>>>> there is not much documented in ofbiz about party. >>>>>>>>>> however if you read the Data model book Vol I you will see a lot about >>>>>>>>>> partyrelationsips. Good diagram on pg 41 >>>>>>>>>> In this case you would have party relationship with the company that >>>>>>>>>> supplies contractors >>>>>>>>>> so you need to setup the roles of each party then setup the relationship >>>>>>>>>> between them >>>>>>>>>> start with organizational party relationship then individual (person) >>>>>>>>>> realtionships with organizations. >>>>>>>>>> >>>>>>>>>> example >>>>>>>>>> the programmer would be a employee role with the recruitment company if >>>>>>>>>> they contract, then the programmer would have a contractor relationship >>>>>>>>>> with the Company. >>>>>>>>>> >>>>>>>>>> the rest you can get from the demo data or you can look at the demo site >>>>>>>>>> at the different parties to see the relationships. >>>>>>>>>> >>>>>>>>>> Mansour Al Akeel sent the following on 6/26/2011 4:43 PM: >>>>>>>>>>> Hello all, >>>>>>>>>>> I didn't use the parties component extensively, and don't know a lot about it. >>>>>>>>>>> Here's the scenario we have. Three Group parties: >>>>>>>>>>> Programmers >>>>>>>>>>> Recruiter >>>>>>>>>>> Sales /marketing/Distributing >>>>>>>>>>> The distributor obtains the requirements and hires the Programmers >>>>>>>>>>> through the "Recruitment" company. Billing is done by hour. >>>>>>>>>>> In each company there's two employees that interact with the system. >>>>>>>>>>> programmer1 , programmer2 >>>>>>>>>>> hr manager 1, hr manager2 >>>>>>>>>>> project manager1, project manager2 >>>>>>>>>>> >>>>>>>>>>> We need to setup the system, to handle the requirements communication, >>>>>>>>>>> timesheet, project management ... etc. >>>>>>>>>>> I have created the three group parties, and 6 employees parties, and >>>>>>>>>>> stopped there not knowing how to connect them. >>>>>>>>>>> >>>>>>>>>>> How to associate users (employee) with companies (Group Party) ? >>>>>>>>>>> I tried to go to Relationships page and use "Add other party >>>>>>>>>>> relationship", but those fields are not clear to me. For example "in >>>>>>>>>>> the Role of" .... etc. >>>>>>>>>>> Let's say I need to put hr_manager1 as an employee of "Recruiter" ?? >>>>>>>>>>> How many accounts I need, knowing that the recruiter get a percentage ? >>>>>>>>>>> >>>>>>>>>>> What do I need to do after that ? >>>>>>>>>>> >>>>>>>>>>> Guessing is not very help full here as it relies on trial and error, >>>>>>>>>>> and an error may not be initially visible. So I like to get an advice >>>>>>>>>>> from someone with more experience in this area. >>>>>>>>>>> >>>>>>>>>>> Thank you. >>>>>>>>>>> >>>>>>>>>> >>>>>>>>> >>>>>>> >>>>> >>> > |
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