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Overview


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On Security → Policies, there are three main configuration columns that can be important for CFR 11 compliance.

Pre-defined Policies

The platform comes with a few predefined policies that you can use, or you can create your own.

  • Default

  • Enhanced

  • Critical

Security Policies properties

Column

Description

Name

Enter a name for the policy. The system allows you to know if the name is not valid.

Identification

Select the password rules for both editing a project and accessing the runtime.

Esign

For runtime only. Select to enable a timeout for the runtime login. Enter the timeout period in minutes.

Session

For runtime only. Use to enable a timeout for the runtime session. Select what will cause an automatic logoff, then enter the appropriate values for InactivityMinutes and DurationHours. This setting only logs the user off. The application continues to run.

Description

Enter a description for the policy.


Identification properties

Contains several password configuration options, detailed below:

Security Identification properties

Property

Description

AllowPasswordChange

Indicates if a user, other than an administrator, can change its own password.

PasswordMinLength

Minimum character length for password (0 means no restrictions).

BlockOnInvalidAttempts

Maximum number of login attempts before blocking user (0 means no restrictions).

AllowShareUser

Indicates if user can be shared between stations.

UserNameMinLength

Minimum character length for username (0 means no restrictions).

PasswordHistory

Remember last passwords (Range: 0-5).

MinPasswordAge

Minimum password age in hours (0 means no restrictions).

MaxPasswordAge

Maximum password age in hours (0 means no restrictions).

BlockAging

Maximum blocking age in hours (0 means no restrictions).


Esign properties

When enabled, a password will be requested for Action Dynamics with eSign. The password remains valid for a specified timeout time (in minutes).

Security Esign properties

Property

Description

Enabled

Password will be requested for Action Dynamics with eSign is enabled.

TimeoutMinutes

Timeout  in minutes for password with eSign to remain valid.

Step by Step Esign

Configure the Security > Policies > ESign, enable and set the TimeoutMinutes (e.g.: 1 min). Then, in the Security > Users, set the configured Policy for the User you want. So, open the Draw section, double click in any TextBox object and enable the Security dynamic, now check the ESign required checkbox. Save and Run. Then, log in with the User you set up the configured Policy, and when the timeout minutes expire one dialog to entry the password will appears.

Session properties

User can be logged off according to a determined Inactivity Time (in minutes) and/or after a maximum session duration (in hours).

Security Session properties

Property

Description

AutoLogOff

  • None
  • Inactivity
  • Duration
  • Both

InactivityMinutes

Inactivity Time (in minutes).

DurationHours

Inactivity Time after a maximum session duration (in hours).


To apply a created session configuration to a User, go to Security → Users (Policies Columns), and select the desired option.


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