Set up a Colleague proxy user

Set up the Colleague proxy user that supports Ellucian Mobile access to Colleague using the Colleague Web API.

Procedure

  1. Define a security class for Ellucian Mobile (for example, MOBILE.RESTRICTED) using the Security Class Definition (SCD) form in Colleague UI.
    1. In the Do Only These columns, enter LO to restrict general UI and WebAdvisor access. Also enter DMI_SEC_DCFG to allow DMI session proxying.
    2. In the Privileged column, enter DMI_SEC_DCFG
  2. Define an Opers Equivalent on the Operator Definition (SOD) form in UI (for example, MOBILE).
    1. In the Name field, enter any name. For example, Mobile Opers Equivalent
    2. In the User Interface field, enter WEB.
    3. In the Security Classes field, enter the security class you defined using the SCD form in Step 1. For example, MOBILE.RESTRICTED
  3. Create the proxy user using the Name and Address (NAE) form in UI.
    1. Enter a name that you will recognize. For example, Mobile Proxy
    2. Note the Person ID.
  4. Set up the proxy user in the DMI Registry using the DMI Registry User Setup (DRUS) form in UI.
    1. Call up the proxy user ID with the Person ID you recorded in Step 3.b.
    2. In the Person User ID field, create a username. For example, mobileproxy
      Record this username. You will need to enter it in the Ellucian Mobile Cloud Configuration tool as described in Colleague tab.
    3. In the Initial Password field, give the proxy a temporary password.
    4. In the Env Operator Equivalent field, assign a WebAdvisor user Opers Equivalent record.
      For example, WEBSTUDENT. When you run the proxy user through the DMI Registry User Setup (DRUS) form in UI for the first time, in the Env Operator Equivalent field, enter WEBSTUDENT or another Opers equivalent that will allow you to login as the proxy to change its password in WebAdvisor.
      Note: After setting up the proxy new user, the next thing you will do is change the proxy user's password. Do not enter the MOBILE Opers equivalent (created in Step 2) yet, because that security class will not allow you to you change passwords.
  5. Change the password of the proxy user as follows:
    1. Access the Colleague System Credentials Def (CCDF) form.
    2. In the Credential ID column of the Colleague Systems Credentials table, enter the ID of the person that you created in Step 3.b.
    3. When the Colleague System Credential Setup (CCSU) form is displayed, change the value in the Credential Password field.
      Record this password in a safe place. You will need to enter it in the Ellucian Mobile Cloud Configuration tool as described in Colleague tab.
    4. Save your changes on the CCSU form.
    5. If not already set, set up an email notification on the CCDF form to notify you when the password is going to expire.
    6. Save your changes on the CCDF form.
  6. Return to the DRUS form and change the Opers Equivalent of the Mobile proxy user to use the Opers Equivalent created in Step 2.
    For example, MOBILE
    Note: When Students view the Section Roster in the Mobile application, to display Preferred Names instead of Legal Names in Roster, the proxy user must be granted the VIEW.ANY.PERSON permission. Follow the steps to add the required permission to proxy user:
    1. Open MRPR form.
    2. Enter the Role assigned to proxy user in the AROR form.
    3. Add permission code VIEW.ANY.PERSON and save.