When establishing a new set of Guru users for an organization, a unique set of Admin Keys and Groups must be created. This process should be performed only once by the site administrator when the first Cassini is installed.

This unique "Admin User" account is ONLY used to manage users, groups, and permissions for your organization and can not log in to Guru. Customer sites should NOT use "roos inst" user as it exposes internal software development tools and behaviors that may not be expected when developing testplans and when running production because it does not limit visibility of any objects or features so can lead developers into using unsupported or deprecated features.

User Role is used to limit access to functionality with Guru and Cassini application. See Guru Log-on Privilege Types for more info.

Groups are used to allow users to see objects that are assigned a Permission. Groups do NOT need to be created and used if permissions features are not being implemented. A Permission is a way to limit visibility of an object to any user that belongs to a group with access to that specific Permission. See Creating and Editing Guru Permission/Categories for more information.

IMPORTANT: Once the "Admin User" is created, follow the instructions in the steps To Manage Users and Groups below.

To Create a "Admin Key" and Groups:

1. Choose Logon button and enter "DefaultUser" for User Name and password "Roos" in the password (case sensitive) and press Log on. (see Figure 1)
2. Choose Apps button and Guru Users Admin. (see Figure 2)
3. Log into the application, once again using the User Name of “DefaultUser” and a password of “Roos” and choose Login. (see Figure 3)
4. Choose Yes when prompted to "Create Admin Key and Groups" to generate the unique Domain Encryption Key. (see Figure 4)
5. Choose Add from the Users tab to create the Admin user account that will then be used to create other users and groups. (see Figure 5)
6. Enter a value for User ID as "CompanyNameAdmin" as the user name (i.e. "AcmeAdmin") (see Figure 6)
   IMPORTANT: The User ID value is case sensitive with spaces and must be entered exactly the same during Logon.
7. Enter all the information about the Admin User in fields provided, including Title, Company, Department.
8. Choose Assign Password (below User Photo) and enter a strong password that should be at least a 12 character phrase, but no limits are enforced. Please follow your corporate guidelines for password complexity. (see Figure 7)
   IMPORTANT: Be sure to securely document the Admin password and keep in a safe place. Once forgotten, IT CAN NEVER BE RECOVERED OR RESET.
   ALWAYS use this new user account and password when editing users in your domain. NEVER use the "DefaultUser" account to create new Guru users.
9. Choose Save once all the information is entered. Choose OK at the confirmation prompt to automatically close the application. (see Figure 8 & 9)
   IMPORTANT: DO NOT log-out of Guru, just start the application again from Apps button. The newly created Admin User CAN NOT be used to log into Guru, this "Admin User" is only valid for the Guru Users Admin application.
10. Choose Apps button and Guru User Admin. (see Figure 2)
11. Log into the application using the newly created User Name and Password created in steps 6-9 above.
    IMPORTANT: ALWAYS use this new user account and password when editing users in your domain. NEVER use the "DefaultUser" account again.
12. Choose Add from the Users tab to create a Guru User name and password for "yourself" before creating others. (see Figure 5)
13. Enable the Assign Admin Key field to be able to create/remove/manage Users and Groups. This can be assigned to any additional user or a shared "admin" account. (See Figure 11)
14. Change User Role to "admin" to limit access to Cassini functions. If the user is expected to perform test plan development then "Engineer" User Role is appropriate.
15. Choose Save to commit changes for this user. (see Figure 8)
16. Proceed to To Add a New User.

To Add a New Guru User:

1. Choose Apps > Guru Users Admin to launch the app.
2. Log into the application with your Company's Admin User Name and Password. (See Figure 10)
3. Choose Add from the Users tab to create a user account. (see Figure 5)
4. Enter user name and choose Generate Password (random) or Assign Password.
5. Choose User Role and assign Member of Groups to help limit how much a user can see and perform. (See Figure 12)
• Operator role can only run "released" Test Executes from the Short Cuts and User Apps Menu
• Maintenance role can run Diagnostics and Calibration test plans from the Short Cuts menu (Guru Apps disabled).
• Engineer role can run applications and all of the above and can access the Cassini > Program menu.
6. (Optional) Follow steps To Assign Groups (below) if permissions are going to be used.
7. Choose Save to commit changes for this user. (see Figure 8)
8. Repeat for each new user. RI recommends creating four standard shared users for each role (Operator, Maintenance, Engineer, admin).
9. Close the Guru User Admin app.

To Assign Guru Groups:

1. Choose Apps > Guru Users Admin to launch the app.
2. Log into the application with your Company's Admin User Name and Password. (See Figure 10)
3. Click on the Guru Groups tab to view all Groups. (see Figure 13)
4. Click Add to create a new Group. (Figure 14)
5. Enter the Group Name and choose Save.
6. Repeat steps 2-3 for all new groups.
7. From the Guru Users tab, select a User Name and press Edit to make changes.
8. Choose the Members of Groups tab to assign this User to all enabled Groups. Click on a Group name to enable or disable membership. (See Figure 15)
9. Choose Save when done editing this user. (see Figure 8)
10. Repeat steps 5-8 for each user.
11. Close the Guru User Admin app.
12. Proceed to Creating and Editing Guru Permission/Categories to link "permissions" to Guru Groups.

To Change a Guru User's Role:

1. Choose Apps > Guru Users Admin to launch the app.
2. Log into the application with your Company's Admin User Name and Password. (See Figure 10)
3. Select the User from the Users tab and choose Edit. (see Figure 6)
4. Choose User Role and assign Member of Groups to help limit how much a user can see and perform. (See Figure 12)
• Operator role can only run "released" Test Executes from the Short Cuts and User Apps Menu
• Maintenance role can run Diagnostics and Calibration test plans from the Short Cuts menu (Guru Apps disabled).
• Engineer role can run applications and all of the above and can access the Cassini > Program menu.
5. Choose Save to commit changes for this user. (see Figure 8)

Figure 1: Guru Logon DefaultUser and Roos


Figure 2: Guru Apps > Guru User Admin


Figure 3: Guru User Admin Login User Prompt


Figure 4: Create Admin Key and Groups > Yes


Figure 5: Guru Users > Add


Figure 6: User ID and Details


Figure 7: Assign Password


Figure 8: Save


Figure 9: Admin Closing Confirmation


Figure 10: Logon with Admin User Name


Figure 11: Assign Admin Key



Figure 12: User Details > User Role


Figure 13: Guru Groups tab


Figure 14: Add New Group


Figure 15: User > Member of Groups tab