IT and Administration¶

IT and administration ensure that Rillsoft Project, Rillsoft Integration Server, or Rillsoft Cloud can be used correctly from an organizational and technical perspective. This includes users, rights, clients, central data storage, resource pool, folders, interfaces, and add-on modules.

This role is especially relevant when the organization does not work only with local project files, but uses central server operation with multi-user access, project portfolio, time entry, vacation planning, or DMS.

Administration in Rillsoft Integration Server

Typical Tasks¶

classify Integration Server or Cloud operation
manage users and clients
maintain user roles and access rights
enable access to the resource pool
manage virtual folder structures for projects and portfolios
support project access, locks, and multi-user operation
administer LDAP, email, DMS, time entry, and vacation planning
consider data storage, auditability, and version control

Working Path for IT and Administration¶

Clarify operating model

Rillsoft Project can be operated locally with project files, with Rillsoft Integration Server, or with Rillsoft Cloud. The operating model determines where projects are stored and which administrative functions are available.
Maintain users and rights

In Integration Server, user roles define rights for user management, portfolio, resource pool, and add-on modules. For work with Rillsoft Project, at least Read resource pool access is required.
Structure clients and folders

In server operation, projects, portfolios, and templates can be stored in virtual database folders. The folder structure is managed in the web interface.
Protect the resource pool

The resource pool is the basis for planning, capacity balancing, and portfolio work. Define who may read, change, lock, or unlock it.
Operate add-on modules

Depending on the installation, time entry, vacation planning, DMS, email notification, iCalendar, LDAP, and other modules may be involved.

Separate Technical User Roles and Professional Roles¶

The professional roles in this help section describe ways of working. The technical user roles in Rillsoft Integration Server control permissions.

Typical predefined user roles in Integration Server are:

Administrator
Client Administrator
Project Manager
Project User
iCalendar User
Vacation Planning User
Vacation Planning Supervisor

Assign these roles so that users receive only the data and functions they need for their work.

Technical user roles in Integration Server

Important Administration Areas¶

Area	Purpose
User management	Create, change, delete, and release users for clients.
User roles	Control rights for portfolio, resource pool, user management, and add-on modules.
Resource pool	Control read, change, lock, and unlock rights.
Portfolio	Control read, create, change, delete, and cross-project dependency rights.
DMS	Manage documents and folder structures.
Vacation planning	Model vacation, illness, and approval processes organizationally.
Time entry	Make feedback and actual times usable for project control.

Decisions¶

Question	Decision
Local files or server operation?	Define standalone operation, Integration Server, or Cloud.
Who may change the resource pool?	Assign rights narrowly and name professional owners.
Who may change portfolios and cross-project dependencies?	Define PMO or project-manager rights.
How are absences maintained?	Define vacation planning, illness reporting, and calendar process.
How are documents managed?	Define DMS structure and rights.