Micro Focus Solutions Business Manager

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

Your user should have a secure password or token. Please be aware that Viz will not allow you to save a tool connection utilizing a weak password/token, such as 'tasktop.'

Before creating a connection to the Solutions Business Manager tool, a user with the necessary permissions must be created if one does not exist already. Follow the steps below to create a user with the necessary permissions for use with the connector:

• Access the SBM Application Administrator, and click on the Users icon.
• Create a new user with a Product Access type of API/Script.
• Switch to the newly created user’s Privileges screen.
• Click on the Item panel.
• Grant the user the following privileges for projects that will be used by the connector:
  • View All Items
  • View Principal and Subtasks
• Click on the Field panel.
• Grant the user the following privileges for projects that will be used by the connector:
  • View User Fields
• Click on the Attach panel.
• Grant the user the following privileges for projects that will be used by the connector:
  • View Attachments on Any Item

Note: Additionally for the Release Control Plug-In (RLC), in order to support Deployment Path for Release Packages and Release Trains, users will require permission to Run Guest-Level Reports.

Connecting to the Micro Focus SBM Repository

Supported Work Items

Supported Containers