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SecureAssist Enterprise Portal
User Guide August 2015
Copyright © 2015 by Codiscope, LLC. All rights reserved. No part or parts of this
documentation may be reproduced, translated, stored in any electronic retrieval system,
transmitted in any form or by any means, electronic, mechanical, photocopying, recording or
otherwise, without prior written permission of the copyright owner. Codiscope retains the
exclusive title to all intellectual property rights relating to this documentation.
The information in this documentation is subject to change without notice and should not be
construed as a commitment by Codiscope. Codiscope makes no representations or
warranties, express or implied, with respect to the documentation and shall not be liable for
any damages, including any indirect, incidental, consequential damages (such as loss of
profit, loss of use of assets, loss of business opportunity, loss of data, or claims for or on
behalf of user’s customers) that may be suffered by the user.
Codiscope and the Codiscope logo are trademarks of Codiscope, LLC. Other brands and
products are trademarks of their respective owner(s).
Codiscope, LLC
20 Park Plaza, Suite 1400
Boston, MA 02116
Phone: + 1 (617) 804-5428
www.codiscope.com
Table of Contents
SecureAssist Enterprise Portal Setup .................................................................................... 1
Installation .................................................................................................................................... 1
Initial Configuration ..................................................................................................................... 6
Upgrade Instructions ................................................................................................................... 8
1 Log in to SecureAssist .................................................................................................... 11
Getting Started ........................................................................................................................... 11
Portal Navigation ........................................................................................................................ 11
2 Statistics .......................................................................................................................... 12
Project Statistics ......................................................................................................................... 12
User Statistics ............................................................................................................................. 14
3 Reports ............................................................................................................................ 17
Project Reports ........................................................................................................................... 17
User Reports ............................................................................................................................... 22
4 Rulepacks ........................................................................................................................ 27
5 Manage ............................................................................................................................ 29
Portal Users ................................................................................................................................ 29
Plugin User Groups .................................................................................................................... 31
Roles ............................................................................................................................................ 33
Account ........................................................................................................................................ 34
6 Settings ............................................................................................................................ 35
LDAP Configuration ................................................................................................................... 35
Feature Configuration ............................................................................................................... 36
Server License ............................................................................................................................. 38
Client Licenses ............................................................................................................................ 38
7 More Support .................................................................................................................. 40
8 Appendix ......................................................................................................................... 41
Roles and Associated Permissions .......................................................................................... 41
Permission Descriptions ........................................................................................................... 42
SecureAssist Enterprise Portal User Guide August 2015 — Page 1 of 42
SecureAssist Enterprise
Portal Setup The SecureAssist Enterprise Portal allows you to manage how your
Codiscope plugins operate to maximize your organization’s efficiency.
The Portal also gathers data from your plugin users, allowing you to
run statistics and reports for your projects and developers.
Installation
This section describes the installation of the Codiscope SecureAssist
Enterprise Portal and Codiscope SecureAssist Eclipse update site. The
Portal and update site can be deployed on the same application
server, or they can be deployed on separate servers. This document
assumes that they are installed on the same server.
Configure Database
Database Instructions
Derby Configure Database and User
1. To modify database name, user, and password, you need to
modify Apache Derby specific SQL script located in
<CSA_Portal_Package>/Database/portal_csa_derby.sql. Password
change is required.
2. In order to modify credentials of user that will be used to connect
to CSA Portal database, modify following line in the SQL Script:
CALL SYSCS_UTIL.SYSCS_SET_DATABASE_PROPERTY
(‘derby.user.portal_csa’,‘Passw0rd’);
3. To change password, replace Passw0rd with a new password.
4. To change user name, replace derby.user.portal_csa with
derby.user.selected_username.
5. In order to change database name, modify following line in the
SQL Script: CONNECT ‘jdbc:derby:portal_csa;create=true’;
6. To change database name, replace portal_csa with database
name of your choice.
Running SQL Script
1. Ensure that Apache Derby is running.
2. To Start Apache Derby database as the network server, execute
the <derby>/bin /startNetworkServer.bat (Windows) or <derby>/bin
/startNetworkServer.ksh (Unix) script. This will start the Network
Server up on port 1527.
3. Start Apache Derby scripting tool by executing <derby>/bin/ij.bat
(Windows) or <derby>/bin/ij.ksh (Unix) script in terminal. In ij, run
following command: run ‘<path>/<to>/portal_csa_derby.sql’;
SecureAssist Enterprise Portal User Guide August 2015 — Page 2 of 42
Database Instructions
Oracle Configure Database and User
1. To modify database name, user, and password, you need to
modify Oracle specific SQL script located in
<CSA_Portal_Package>/Database/portal_csa_oracle.sql. Password
change is required.
2. In order to modify credentials of user that will be used to connect
to CSA Portal database, modify following line in the SQL Script:
CREATE USER portal_csa IDENTIFIED BY Passw0rd DEFAULT
TABLESPACE USERS TEMPORARY TABLESPACE TEMP;
3. Replace ‘portal_csa’ and ‘Passw0rd’ with username and password
of your choice. Make sure to update all following lines with
updated information: connect portal_csa/Passw0rd;
Running SQL Script
1. Log in to SQL*Plus as sysdba using following command: sqlplus
/as sysdba
2. To log output of SQL script execution, turn on spool: spool
/<path>/<to>/log.txt ;
3. Execute SQL script: @/<path>/<to>/portal_csa_oracle.sql
4. Turn off spool: spool off;
5. Exit from SQL*Plus: exit;
6. Review log file with SQL script execution output to validate that
there are no errors.
MySQL Configure MySQL Database and User
1. Run the “mysql” command as a MySQL super user: mysql -u root -
p
2. Create an empty CSA Portal database schema. Replace ‘portal_csa’
with a database name of your choice: CREATE DATABASE portal_csa;
3. Create CSA Portal database user: GRANT ALL PRIVILEGES ON
portal_csa.* TO ‘csauser’@’localhost’ IDENTIFIED BY
‘csauserpassword’;
4. Replace ‘portal_csa’ with the name of the database that you have
created in the step above. Additionally replace ‘csauser’ and
‘csauserpassword’ with username and password of your choice. If
SecureAssist Enterprise Portal is not running on the same server
as your MySQL database server, replace ‘localhost’ with the
hostname or IP address of the Codiscope SecureAssist server.
Configuring Portal Database Schema
1. Create CSA Portal database schema by running command as a
MySQL super user: mysql -u root -p portal_csa <
path_to/portal_csa_mysql.sql
2. Replace ‘csa_portal’ with database schema created in step 2
above.
3. Replace ‘path_to’ with path to portal_csa_mysql.sql file.
SecureAssist Enterprise Portal User Guide August 2015 — Page 3 of 42
Configure Secure HTTP
SecureAssist Enterprise Portal supports both HTTP and Secure HTTP
(https). Codiscope strongly recommends using secure HTTP.
However, installation of a server-side SSL certificate and
configuration of web servers is beyond the scope of this manual. For
more information about configuring the Apache Tomcat web server
to use secure HTTP, refer to your web server’s documentation.
Deploy SecureAssist Portal
Deploy Using Tomcat Manager
If your instance of Tomcat is running the Tomcat Web Application
Manager, you can use its browser interface to deploy the Portal.
1. In tomcat_home/conf/tomcat_users.xml, create a role named
manager-gui and assign a user to this role. Afterwards, restart
your Tomcat instance.
<tomcat-users><role rolename=“manager-gui”/><user
username=“USERNAME” password=“PASSWORD” roles=“manager-
gui”/></tomcat-users>
2. In your internet browser, navigate to the default Tomcat
home page.
3. Click on the Manager App link. You will be asked to enter your
username and password.
SecureAssist Enterprise Portal User Guide August 2015 — Page 4 of 42
4. Enter your username and password. The Web Application
Manager page will load.
5. Navigate to the WAR file to deploy section and click the
Browse button.
6. Select the CSA Portal web application WAR file and click
Open, then click Deploy.
After the Tomcat Web Application Manager has finished
deploying the Portal, it should be listed in the Applications
section and be ready to use.
SecureAssist Enterprise Portal User Guide August 2015 — Page 5 of 42
Deploy on a Running Tomcat Server
To deploy SecureAssist on a running Tomcat server,
autoDeployattribute needs to be set to true. The host will deploy the
web application when the WAR file is copied to the deployment
directory. The default deployment directory is
CATALINA_HOME/webapps.
To deploy the Portal, copy CSA_Server.warfile to
CATALINA_HOME/webapps.
After Tomcat has finished deploying the Portal, CSA_Serverdirectory
should be created in CATALINA_HOME/webapps.
Install MySQL Database Connector
The MySQL Connector/J (official JDBC driver for MySQL database) is
required when installing Codiscope SecureAssist Enterprise Portal
and using the MySQL database. This step is not necessary when
using Derby or Oracle database.
To install MySQL connector, follow these steps.
1. Navigate to http://dev.mysql.com/downloads/connector/j/ and
download MySQL Connector/J.
2. Extract mysql-connector-java-5.x.x-bin.jar file from the archive
downloaded in previous step and copy it into the
CATALINA_HOME/webapps/CSA_Server/WEB-INF/lib directory.
SecureAssist Enterprise Portal User Guide August 2015 — Page 6 of 42
Deploy Codiscope SecureAssist Eclipse
Update Site
To deploy the SecureAssist Eclipse update site, simply copy the
/update folder that came with the Portal to the
CATALINA_HOME/webapps folder.
Initial Configuration
Configure Logging
Log4j configuration file is stored at
CATALINA_HOME/webapps/CSA_Server/WEBINF/classes/log4j.xmlfile.
You can edit this file to make it suitable for the deployment
environment. For more information about configuring log4j, refer to
the log4j documentation.
Note: Any changes made to the logging configuration file will take
effect only after restarting the Tomcat application server.
First Start Configuration
After successful deployment of SecureAssist Enterprise Portal, open
your browser and navigate to http://<Host>:<Port>/CSA_Server in order
to finish configuration of the portal. The following table describes the
items you will need to configure.
Item Description
License
Terms
Read terms and conditions and click I Agree to continue.
Product
License
SecureAssist Enterprise Portal license is tied to a specific
server and can be used only on that single server. In order to
acquire your license, copy your server information and send
it to SecureAssist support ([email protected]).
After receiving the server license file, click Browse and select
server license file, then click Upload.
SecureAssist Enterprise Portal User Guide August 2015 — Page 7 of 42
Item Description
Database
Setup
Before setting up the database connection, you must set up
the database schema and create user as described in
“Configure Database.” Complete all fields and click Save.
Examples:
Database Type: MySQL
Server: jdbc:mysql://<db_server>:3306
Database/Schema Name: portal_csa
Database User: csauser
Database Type: Derby
Server: jdbc:derby://<db_server>:1527/portal_csa
Database/Schema Name: APP
Database User: portal_csa
Database Type: Oracle
Server: jdbc:oracle:thin:@<db_server>:1521:orcl
Database/Schema Name: portal_csa
Database User: portal_csa
Administrator
Account
Setup
In the last step of initial configuration, the administrator
account must be created. Provide a username and password
for the administrator account and click Create.
Upon successful initial configuration, you will be redirected to the
Index page and will be able to log in using the administrator
credentials you created.
Configure Link on Index Page
The Index page contains a section with the link to the location from
where the Codiscope SecureAssist IDE plug-in can be installed or
updated.
In order to configure the link, navigate to
CATALINA_HOME/webapps/CSA_Server/WEB-INF/jsp/includes/. Open file
index.jsp and edit the following line so that the value equals the
correct URL from which the plug-in can be installed.
If you do not want the link to be displayed, leave the value as empty.
SecureAssist Enterprise Portal User Guide August 2015 — Page 8 of 42
Upgrade Instructions
This section contains the instructions for upgrading the SecureAssist
Enterprise Portal from version 2.3 to version 2.4. In order to upgrade
the server to version 2.4, you must run the database update script
and deploy the new version of the web application.
Note: In order to upgrade to SecureAssist 2.4, you must be re-issued
a new Enterprise Portal license. Please reach out to
[email protected] for a new license for SecureAssist 2.4.
Application Upgrade
Follow these instructions to upgrade the Portal.
Note: If you have modified any configuration (for example, the
hibernate.cfg files) in order to resolve bugs, you must make these
same modifcations in the upgrade deployment.
1. Stop Apache Tomcat.
2. Create backup directory.
3. Backup following directories/files:
a. Copy following directories to backup folder:
- <tomcat>/webapps/CSA_Server/key-file
- <tomcat>/webapps/CSA_Server/stats
- <tomcat>/webapps/CSA_Server/rulepacks
b. Copy following files from
<tomcat>/webapps/CSA_Server/WEB-INF/ folder to backup
folder:
- cron.properties
- db.properties
- <company_name>-SecureAssist-PriKey.der
- SecureAssist.license
- classes/log4j.xml (optional, see step 9c )
4. Delete CSA_Server.war file from <tomcat>/webapps folder.
5. Delete <tomcat>/webapps/CSA_Server folder.
6. Copy new CSA_Server.war file to <tomcat>/webapps folder.
7. Upgrade database by following instructions in “Database
Upgrade,” above.
8. Start Apache Tomcat.
9. Copy backed-up directories/files.
a. Copy following directories to
<tomcat>/webapps/CSA_Server:
- <backup>/key-file
- <backup>/stats
- <backup>/rulepacks
SecureAssist Enterprise Portal User Guide August 2015 — Page 9 of 42
b. Copy following files to <tomcat>/webapps/CSA_Server/WEB-INF:
- <backup>/cron.properties
- <backup>/db.properties
- <backup>/<company>-SecureAssist-PriKey.der
- <backup>/SecureAssist.license
c. Copy file <backup>/log4j.xml to
<tomcat>/webapps/CSA_Server/WEBINF/ classes.
Note if you are upgrading from a version prior to 2.3:
Log4j configuration file in release 2.3 contains additional
loggers to improve logging configuration. It is
recommended that you configure new log4j.xml instead
of replacing it with the previous version of the file.
10. Ensure that all directories and files copied from the backup
folder are readable and writable by a user running Tomcat
(e.g., chown tomcat:tomcat path/to/file).
11. Copy MySQL Connector (mysql-connector-java-5.x.x.jar) to
<tomcat>/webapps/CSA_Server/WEB-INF/lib/.
Note: If you are not using MySQL, you do not need to obtain a
copy and install it.
12. Remove Apache Tomcat work cache (e.g.,
/var/cache/tomcat6/work/Catalina/localhost/CSA_Server/*,
<tomcat>/work/Catalina/localhost/CSA_Server/*).
13. Restart Apache Tomcat.
Database Upgrade
Follow these instructions to upgrade the database.
Database Instructions
Derby 4. Start the Apache Derby scripting tool by executing
<derby>/bin/ij.bat (Windows) or <derby>/bin/ij.ksh (Unix) script in
terminal.
5. In ij, run the following command: run
‘path_to/upgrade/{from_to_versions}/portal_csa_derby.sql’;
Oracle 1. Login to SQL*Plus as sysdba using following command: sqlplus /as
sysdba
2. Execute SQL script.
@/path_to/upgrade/{from_to_versions}//portal_csa_oracle.sql
3. Exit from SQL*Plus: exit;
SecureAssist Enterprise Portal User Guide August 2015 — Page 10 of 42
Database Instructions
MySQL 1. Update the Portal database schema by running command as a
MySQL super-user or user created during initial database setup:
mysql -u root -p csa_portal <
path_to/upgrade/{from_to_versions}//portal_csa_mysql.sql
2. Replace csa_portal with database schema created during initial
installation.
3. Replace path_to with path to portal_csa_mysql.sql file with upgrade
script.
Depending on your current version of SecureAssist Portal, a few
upgrade scripts may need to be run. SecureAssist Enterprise Portal
supports the following upgrade paths:
Versions Upgrade Paths
2.3.7+ to 2.4.0 Run the script inside the 2.3.7 to 2.4.0 directory.
2.3.6 to 2.4.0 Run these scripts in the following order:
‘2.3.6 to 2.3.7’
‘2.3.7_to_2.4.0’
2.3.1 to < 2.3.6 Run these scripts in the following order:
‘2,3,1_to 2.3.6’
‘2.3.6 to 2.3.7’
‘2.3.7_to_2.4.0’
2.3 Run these scripts in the following order:
‘2.3_to_2.3.1’
‘2.3.1_to 2.3.6’
‘2.3.6 to 2.3.7’
‘2.3.7_to_2.4.0’
2.2 to <2.3 Run these scripts in the following order:
‘2.2_to_2.3.1’,
‘2.3.1_to 2.3.6’
‘2.3.6 to 2.3.7’
‘2.3.7_to_2.4.0’
SecureAssist Enterprise Portal User Guide August 2015 — Page 11 of 42
1 Log in to SecureAssist Enter your username and password on SecureAssist’s login screen at
http://<Host>:<Port>/CSA_Server.
Getting Started
When you first log onto the portal, SecureAssist opens on the Get
Started screen by default. The screen displays these features.
Feature Description
Learn how it works Provides a link to the SecureAssist Support screen
and its related documentation.
Install the
SecureAssist Plugin
Provides links for the download of Eclipse and Visual
Studio plugins.
Activate Provides direction for activating your SecureAssist
license.
Portal Navigation
The navigation menu on the left side of the application allows you to
access any of the SecureAssist functional areas at any time. Those
functional areas are:
Statistics —An instant-reporting function that displays the
number and types of issues identified and reviewed,
guidance searched, and history of vulnerabilities
remediated—by project or by individual user.
Reports — Allows administrators to produce various
predefined reports for projects or for groups of users.
Rulepacks — Lists the various rulepacks loaded in the Portal
for distribution to the licensed SecureAssist clients.
Manage —Contains screens for administering users, groups,
roles, and your personal account.
Settings — Contains various settings for configuring the
application and viewing license agreements.
Get Started — The “homepage.”
The following chapters will describe the functionality of SecureAssist
in detail.
SecureAssist Enterprise Portal User Guide August 2015 — Page 12 of 42
2 Statistics Statistics covering plugin functionality and user activity are
periodically sent to the Portal. This information is stored on the
Portal server in a database, and there are numerous pre-defined
charts and graphs that can be viewed and exported. You can run
statistics for a project or for a user.
Project Statistics
The Project Statistics screen allows you to instantly view statistical
information by project.
Run Statistics for a Selected Project
1. Navigate to the Project Statistics window. The Select a Project
flyout will automatically open. To manually open the flyout,
click the Select a Project button.
2. Locate a project by either scrolling though the list of projects
AND/OR
Typing text into the search box to filter the selection
AND/OR
Clicking the filter icon to filter choices by Java, .Net, or PHP.
SecureAssist Enterprise Portal User Guide August 2015 — Page 13 of 42
3. Click Select next to the desired project. The dialog closes, and
the Project Statistics Options window populates with default
information. The following table describes the selection
criteria on the Project Statistics Options window.
Field/Feature Description
Project Displays the currently selected project for which
statistics will be provided. To select a different
project, click Change.
File Displays the currently selected files in the project (by
default, All Files). To change the file selection, click
Change.
Date Range Displays the selected range of dates for which
statistics will be provided (defaults to the current
date). To update, click in the date boxes to select a
new start and/or end date.
Type Choose one of the following three types of statistics:
Top Findings — The ten most frequent findings for
the selected project.
File Scan — Allows you to choose individual files
for which you wish to see statistics. (When
selected, Sort by no longer is an option.)
Suppression — Displays issues suppressed by end
users, per project.
Sort by Choose to sort results by one of the following:
Category —Category of rules that were
triggered/fired.
Title — Name of specific rule.
Show Chart Click this button to display a pie chart based on the
selected criteria.
Download CSV Once a chart is displayed, click this button to save the
data to a CSV file.
4. From the Project Statistics Options window, make your
criteria selections.
5. Click Show Chart. SecureAssist displays a pie chart based on
your selections.
SecureAssist Enterprise Portal User Guide August 2015 — Page 14 of 42
6. If desired, filter the report results by user:
a. In the Filters pane, click on one or more users to highlight
them.
b. Click Update. The report updates to display data for the
selected users only.
7. If desired, click Download CSV to save the data to a CSV file.
User Statistics
The User Statistics screen allows you to view statistics information for
a single user. When you access the User Statistics screen, you will see
a list of all your plugin users (this list is populated by your client
licenses).
Find a User
1. To quickly find a user in the user list, enter text into the Find
a User box. The list will automatically filter to show only
those user names that contain the text.
Run Statistics for a Single User
1. From the User Statistics window, locate the name of the
desired user in the list, then click the Get Statistics button
next to it. The User Statistics Options window displays
default information. The following table describes the
selection criteria on the User Statistics Options window.
SecureAssist Enterprise Portal User Guide August 2015 — Page 15 of 42
Field/Feature Description
User Displays the currently selected user for which
statistics will be provided. To select a different user,
click Change.
Date Range Displays the selected range of dates for which
statistics will be provided (defaults to the current
date). To update, click in the date boxes to select a
new start and/or end date.
Type Choose one of the following types of statistics:
User Session — Displays the user’s distinct
sessions on a timeline. Hovering over a start or
end point will display a timestamp.
Scanned File Types — Pie chart that displays
scanned files by type.
Searched Guidance — Chart displays the guidance
categories and the number of times each was
searched by the user in a given timespan. Also
indicates the rulepack in which the guidance was
found.
Top Findings — The ten most frequent findings for
the selected user.
Issues Reviewed —Chart shows the number of
issues found and reviewed by the user. Requires
the selection of a project.
Issues Suppressed — Displays issues suppressed
by the user for a given timespan, project, and file.
Requires the selection of a project.
Sort by
(available only when
Top Findings or
Issues Suppressed is
selected)
Choose to sort results by one of the following:
Category —Category of rules that were
triggered/fired.
Title — Name of specific rule.
Select a Project
(available only when
Issues Reviewed or
Issues Suppressed is
selected)
Click this button to select a project.
Show Chart Click this button to display the statistics based on the
selected criteria.
Download CSV Click this button to save the data to a CSV file.
SecureAssist Enterprise Portal User Guide August 2015 — Page 16 of 42
2. From the User Statistics Options window, make your criteria
selections.
3. Click Show Chart. SecureAssist displays a chart based on
your selections.
4. If desired, click Download CSV to save the data to a CSV file.
SecureAssist Enterprise Portal User Guide August 2015 — Page 17 of 42
3 Reports There are two types of reports: Project and User. Each report
subcategory has several reports that can be generated.
Project Reports
Project reports are reports you create for one or more selected
projects. When you add a report, the application generates a ZIP
archive containing the various report types you’ve selected in the
New Report flyout. When you navigate to the Project Reports screen,
you will see a list of report packages that have already run. This will
be blank the first time you access the screen.
From this screen you will be able to run a new report from scratch,
view the details of previously run report packages, and rerun and
download previously run report packages.
Find a Report
1. To quickly find a report in the report list, enter text into the
Find a Report box. The list will automatically filter to show
only those reports whose names contain the text.
View Details of Previously Run Report
1. To view the project associated with a report, click under the
Projects column in that report’s row. The Filters flyover opens
on the right, displaying the project names selected or the
metadata used to select the project.
SecureAssist Enterprise Portal User Guide August 2015 — Page 18 of 42
2. To view all other details about a report, click anywhere in the
report’s row except the Projects column. A flyout opens that
displays the Report Name, Date Range, Report Types, Start
Time and End Time when the report was run, Duration of the
report run, and Status.
Add a New Report
To run a report, you must select a report type, then select the
projects you wish to report on.
1. On the Project Report screen, click Add Report. The New
Report flyout opens.
2. In Name, enter a title for the report. This is how the report
results will be listed on the Project Report screen.
3. In Date Range, select one of the following options: 7 Days, 30
Days, or All.
4. Under Report Types, select one or more report types. (For
samples, see the appendices.)
Types of Project Reports Description
Portfolio Summary Report Lists unique defects per project, number of files
scanned, and lines of code based on the most recent
project/solution scan date.
Project Report Lists all files scanned as a part of project/solution
review including most recent scan date, defect
counts, lines of code, and developer who performed
the last scan.
Project Defect Report Lists all rules that triggered during last
project/solution review per project.
Global Defect Report Lists all rules that triggered across all files.
5. Click Next. (Next will only be available when you’ve entered a
name AND selected at least one report type.) The Filters
flyout appears, with the title of your report name at the top.
You will use this flyout to filter the projects you wish to report
on by either Project Name or Metadata. Click on each
section title to display the associated fields.
SecureAssist Enterprise Portal User Guide August 2015 — Page 19 of 42
6. On the Filters flyout, select the projects you wish to report on
by either:
In the Project Name section, select one or more projects by
clicking the Add button next to each OR click Add All to select
them all.
OR
In the Metadata section, specify metadata values to select
projects.
a. In Key, enter the desired field you wish to use to filter.
b. In Value, enter the desired filter value.
c. Click Add. The filter criteria will be added to a list below
the Add feature.
d. Add more criteria as desired.
7. Click Save. The Filter flyout closes and you are returned to
the Project Reports screen. Your new report should be listed
at the top of the screen, with its status as Scheduled. The
status will toggle to Complete when the report is generated
(generation time varies with the size of the report).
SecureAssist Enterprise Portal User Guide August 2015 — Page 20 of 42
Download a Report
1. From the Project Reports screen, click anywhere in the row of
the desired report EXCEPT the Projects column. A flyout
opens with a list of report details and several action buttons.
2. Scroll to the bottom of the flyout and click Download Report.
A ZIP file of the report results is automatically saved to your
Downloads folder.
3. Open the ZIP file. A separate CSV file is displayed for each
report type you selected.
Note: The downloaded ZIP files will be named “ProjectReports”
with an appended run date, and CSV files will be named by report
type. The name you entered under Report Name appears ONLY
on the Project Reports screen.
Re-Run a Report
There are times you may want to run a report identical to one
you’ve previously run. Re-Run Report allows you to do this.
1. From the Project Reports screen, click anywhere in the row of
the desired report EXCEPT the Projects column. A flyout
opens with a list of report details and several action buttons.
2. Scroll to the bottom of the flyout and click Re-Run Report.
The Filter flyout closes and you are returned to the Project
Reports screen. The re-run report should be listed at the top
of the screen, with its status as Scheduled. The status will
toggle to Complete when the report is generated.
Note: The rerun report will have the identical name as the
original run of the report; in other words, you will have two
items with the same name in the Project Reports list.
Copy to New Report
The Copy to New Report function is essentially a “save as”
feature: when you copy to new report, you create a new report
using the selections of a previously created report as the default
selections. You can then edit those selections before saving the
new report, or just create a new report name.
1. From the Project Reports screen, click anywhere in the row of
the desired report EXCEPT the Projects column. A flyout
opens with a list of report details and several action buttons.
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2. Scroll to the bottom of the flyout and click Copy to New
Report. A flyout opens that displays the previously selected
date range and report types, but with a blank for report
name.
3. Enter a new report name in Name.
4. If desired, change selections in Date Range and Report
Types.
5. Click Next to proceed to the Filters flyout.
6. If desired, change the filter criteria.
7. Click Save. The Filter flyout closes and you are returned to
the Project Reports screen. Your new report should be listed
at the top of the screen, with its status as Scheduled. The
status will toggle to Complete when the report is generated.
Delete a Report
1. From the Project Reports screen, click anywhere in the row of
the desired report EXCEPT the Projects column. A flyout
opens with a list of report details and several action buttons.
2. At the top of the flyout, click Delete Report. A popup asks
you to confirm the deletion.
3. Click Yes, delete it. You are returned to the Project Reports
screen, and the report instance is deleted from the list.
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User Reports
User reports are reports you create for one or more selected user
groups. When you add a report, the application generates a zip
archive containing the various report types you’ve selected in the
New Report flyout.
When you navigate to the User Reports screen, you will see a list of
report packages that have already run. This will be blank the first
time you access the screen.
From this screen you will be able to run a new report from scratch,
view the details of previously run report packages, and rerun
previously run report packages.
Find a Report
1. To quickly find a report in the report list, enter text into the
Find a Report box. The list will automatically filter to show
only those reports whose names contain the text.
View Details of Previously Run Report
1. To view the user groups associated with a report, click under
the Users column in that report’s row. The Filters flyover
opens on the right, displaying the selected user groups.
2. To view all other details about a report, click anywhere in the
report’s row except the Users column. A flyout opens that
displays the Report Name, Date Range, Report Types, Start
Time and End Time when the report was run, Duration of the
report run, and Status.
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Add New Report
To run a report, you must select a report type, then select the
user groups you wish to report on.
1. On the User Reports screen, click Add Report. The New
Report flyout opens.
2. In Name, enter a title for the report.
3. In Date Range, select one of the following options: 7 Days, 30
Days, or All.
4. Under Report Types, select one or more report types. (For
samples, see the appendices.)
Types of User Reports Description
Developer File Coverage
Report
Lists count of files reviewed by type by each developer.
Developer Defect Report Lists total number of issues by category for each developer.
Developer Project
Report
Lists all files scanned by each developer. Report includes the
most recent date file was scanned by a developer, defect
counts, suppression counts, and lines of code for each file.
Developer Usage Report Lists total defect counts, suppression counts as well as first
and last time tool was used by developer.
5. Click Next. (Next will only be available when you’ve entered a
name AND selected at least one report type.) The flyout is
now titled with your report name, and the Included Groups
section appears. (These are groups that you create in the
Manage section of SecureAssist Portal.)
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6. In the Included Groups section, select one or more groups
by clicking the Add button next to each OR click Add All to
select them all.
7. Click Save. The Filter flyout closes and you are returned to
the User Reports screen. Your new report should be listed at
the top of the screen, with its status as Scheduled. The status
will toggle to Complete when the report is generated.
Download a Report
1. From the User Reports screen, click anywhere in the row of
the desired report EXCEPT the Users column. A flyout opens
with a list of report details and several action buttons.
2. Scroll to the bottom of the flyout and click Download Report.
A ZIP file of the report results is automatically saved to your
Downloads folder.
3. Open the ZIP file. A separate CSV file is displayed for each
report type you selected.
Note: The downloaded ZIP files will be named “UserReports” with
an appended run date, and CSV files will be named by report
type. The name you entered under Report Name appears ONLY
on the User Reports screen.
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Re-Run an Existing Report
There are times you may want to run a report identical to one
you’ve previously run. Re-Run Report allows you to do this.
1. From the User Reports screen, click anywhere in the row of
the desired report EXCEPT the Users column. A flyout opens
with a list of report details and several action buttons.
2. Scroll to the bottom of the flyout and click Re-Run Report.
The Filter flyout closes and you are returned to the Project
Reports screen. The re-run report should be listed at the top
of the screen, with its status as Scheduled. The status will
toggle to Complete when the report is generated.
Note: The rerun report will have the identical name as the
original run of the report; in other words, you will have two
items with the same name in the User Reports list.
Copy to New Report
The Copy to New Report function is essentially a “save as”
feature: when you copy to new report, you create a new report
using the selections of a previously created report as the default
selections. You can then edit those selections before saving the
new report, or just create a new report name.
1. From the User Reports screen, click anywhere in the row of
the desired report EXCEPT the Users column. A flyout opens
with a list of report details and several action buttons.
2. Scroll to the bottom of the flyout and click Copy to New
Report. A flyout opens that displays the previously selected
date range and report types, but with a blank for report
name.
3. Enter a new report name in Name.
4. If desired, change selections in Date Range and Report
Types.
5. Click Next. A list of the users to be included in the report is
displayed.
6. Click Save. The Filter flyout closes and you are returned to
the User Reports screen. Your new report should be listed at
the top of the screen, with its status as Scheduled. The status
will toggle to Complete when the report is generated.
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Delete a Report
1. From the User Reports screen, click anywhere in the row of
the desired report EXCEPT the Users column. A flyout opens
with a list of report details and several action buttons.
2. At the top of the flyout, click Delete Report. A popup asks
you to confirm the deletion.
3. Click Yes, delete it. You are returned to the User Reports
screen, and the report instance is deleted from the list.
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4 Rulepacks A rulepack is a JAR file containing rules and guidance used by
SecureAssist to scan your projects. You can load and distribute
multiple rulepacks to your plugin users by enabling and disabling
them on the Portal.
SecureAssist provides a default rulepack, but you can also create and
edit your own custom rulepacks using the Rulepack Configurator that
comes bundled with the SecureAssist plugins. (Go to
https://codiscope.com/secureassist/docs and click Rules &
Rulepacks.)
You can have more than one default and/or custom rulepacks active.
Find a Rulepack
1. To quickly find a rulepack in the rulepack list, enter text into
the Find a Rulepack box. The list will automatically filter to
show only those rulepacks whose names contain the text.
View Details of Rulepack
1. To view all details about a rulepack, click anywhere in the
rulepack’s row. A flyout displays the following details. All
fields have their values set in Rulepack Configurator and are
read-only in SecureAssist Portal EXCEPT Status.
Field Description
Name Name of uploaded rulepack.
Status
(updateable)
Enabled or Disabled; indicated by a color bar in the left
margin. More than one rulepack can be enabled at one
time. Click on this toggle to change the rulepack’s status.
Version Version number of uploaded rulepack.
Plugin Support List of plugin versions supported by this rulepack.
Type Type of rulepack (Default or Custom).
Access Level of access (Restricted or Unbounded). A restricted
rulepack is accessible only by specified admin users.
Uploaded Date the rulepack was uploaded.
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Upload a Rulepack
1. On the Rulepacks screen, click Upload Rulepack.
2. Browse to locate the desired rulepack, then click Open to
upload it. You are returned to Rulepacks, and the new
rulepack will appear in the list with a Status of Disabled.
Enable/Disable a Rulepack
1. On the Rulepacks screen, single-click the row of the desired
rulepack. The editing flyout appears on the right.
2. Under Status, click Enabled or Disabled to select the desired
status. The flyout immediately closes, and the status of the
rulepack is updated. Changes to a rulepack become available
to users the next time they begin a session.
Download a Rulepack to edit on your machine
1. On the Rulepacks screen, single-click the row of the desired
rulepack. The editing flyout appears on the right.
2. Click Download. A popup asks you to confirm the download.
3. Click Keep. The rulepack file is downloaded to your
computer. You can now edit it using Rulepack Configurator.
Delete a Rulepack
1. On the Rulepacks screen, single-click the row of the desired
rulepack. The editing flyout appears on the right.
2. Click Delete Rulepack. A popup asks you to confirm the
deletion.
3. Click OK. The flyout closes, and the rulepack is removed from
the list.
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5 Manage The Manage function allows you to administer users, groups, and
roles used in the SecureAssist Portal, as well as your personal
account.
Portal Users
The Portal Users screen allows you to manage the various users of
the SecureAssist Portal. These are not your plugin users, but
essentially the administrators of your SecureAssist system, such as
your portal administrators, rulepack administrators, and users who
view and generate reports based on plugin user activity.
The one default Portal user is the Server Administrator—sa-admin—
which cannot be deleted. You create and maintain the other Portal
users.
Each user is either a local user whose credentials are stored in the
Portal database and authenticated against them or authenticated
using LDAP.
Find a Portal User
1. To quickly find a user in the portal user list, enter text into the
Find a Portal User box. The list will automatically filter to
show only those portal users whose names contain the text.
Add a Portal User
1. On the Portal Users screen, click Add Portal User. The New
User flyout opens.
2. Enter a user name in Name. The user name can contain
letters and numbers only, NO spaces or special characters.
3. Enter a temporary password in Password for the new user
and then confirm it. The password must contain at least six
characters, including at least one capital letter, one lowercase
letter, and one number. The user will be able to change the
password when they log into the system.
4. Click Next to continue. The Roles flyout opens.
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5. Select the role or roles you wish to assign to the user by
clicking the associated slide buttons, then click Next. The
Managed Users flyout opens.
6. If desired, select one or more users to manage, then click
Next. The Managed Projects flyout opens.
7. If desired, select one or more projects to manage, then click
Save. The flyout closes, and the new user is added to the
Portal Users list in alphabetical order with a Status of Active.
Activate/Inactivate a Portal User
1. On the Portal Users screen, single-click the name of the
desired rulepack. The editing flyout appears on the right.
2. To change the user’s status, click the slide button next to the
Status, then click Save. The flyout is closed, and the user’s
new status should be displayed on the Portal Users list.
Change/Reset a Portal User’s Password
1. On the Portal Users screen, single-click the name of the
desired rulepack. The editing flyout appears on the right.
2. Click Change Password. The New Password and Confirm
New Password fields appear.
3. Enter and confirm a new password for the user. The
password must contain at least six characters, including at
least one capital letter, one lowercase letter, and one
number.
4. Click Save. The flyout is closed, and you are returned to the
Portal Users list.
Edit a Portal User’s Assigned Roles
1. On the Portal Users screen, single-click in the Roles column of
the desired rulepack’s row. The Roles flyout appears on the
right.
2. Select the role or roles you wish to assign to the user by
clicking the associated slide buttons, then click Save. The
flyout closes, and the number of roles for the user is updated
in the Portal Users list.
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Edit a Portal User’s Managed Users
1. On the Portal Users screen, single-click in the Users column of
the desired rulepack’s row. The Managed Users flyout
appears on the right.
2. Select the users you wish to assign to the portal user by
clicking the Add and Remove buttons, then click Save. The
flyout closes, and the number of users for the portal user is
updated in the Portal Users list.
Delete a Portal User
1. On the Portal Users screen, single-click the name of the
desired rulepack. The editing flyout appears on the right.
2. Click Delete User. A popup asks you to confirm the deletion.
3. Click Yes, delete it. The flyout closes, and the user is
removed from the list.
Plugin User Groups
The Plugin User Groups screen is where you can create and manage
groups of client-side plugin users of SecureAssist. The groups you
create here can then be used to filter data in the User Reports
section of SecureAssist Portal. There are no default user groups, so
the Plugin User Group screen will be blank the first time you visit it.
As you add groups, they will be listed on the screen.
Note: You can assign individuals to a plugin user group here OR on
the Client License screen.
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Find a Plugin User Group
1. To quickly find a plugin user group in the group list, enter text
into the Find a Group box. The list will automatically filter to
show only those plugin user groups whose names contain the
text.
Add a Plugin User Group
1. On the Plugin User Group screen, click Add Group. The New
User Group flyout opens.
2. In Group Name, enter a name for the new group.
3. In Description, enter a brief description of the group.
4. Click the Add button next to each user you wish to add to the
group OR click Add All to add all users.
5. Click Save. The flyout closes, and your new group is added to
the Plugin User Groups list.
Edit a Plugin User Group
1. On the Plugin User Group screen, click the Edit button
next to the desired group. The User Group flyout opens.
2. Make any desired edits to the user group, then click Save.
The flyout closes, and you are returned to the Plugin User
Groups list.
Delete a Plugin User Group
1. On the Plugin User Group screen, click the Edit button
next to the desired group. The User Group flyout opens.
2. Click Delete Group. A popup asks you to confirm the
deletion.
3. Click Yes, delete it. The popup closes, and the user group is
removed from the Plugin User Groups list.
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Roles
The Roles screen allows the Server Administrator to create new,
custom roles to assign to portal users on the Portal Users screen. You
can assign and maintain the specific permissions you want to allow
users in each group.
There are four default roles in the SecureAssist Portal:
GROUP_ADMIN, GROUP_STATS_VIEWER, SERVER_ADMIN, AND
STATS_VIEWER. You can see the default permissions assigned to
each of these roles in the appendix. There is also a complete list of all
permissions and their descriptions.
Find a Role
1. To quickly find a role in the role list, enter text into the Find a
Role box. The list will automatically filter to show only those
roles whose names contain the text.
Add a Role
1. On the Roles screen, click Add Role. The New Role flyout
opens.
2. Enter a unique role name in Name.
3. If desired, enter a brief description of the new role in
Description.
4. Click Next. The Permissions flyout opens.
5. Select the desired permissions, then click Save. (You must
select at least one permission in order to save the new role.)
The flyout closes and the new role is added to the Roles
screen.
Edit a Role’s Name or Description
1. On the Roles screen, click on the name of the role you wish to
edit. The editing flyout opens.
2. Make the desired edits to Name or Description, then click
Save. The flyout closes and your changes are saved.
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Edit a Role’s Permissions
1. On the Roles screen, click on the permissions column in the
row of the role you wish to edit. The Permissions flyout
opens.
2. Make the desired changes to permissions, then click Save.
The flyout closes and your changes are saved.
Delete a Role
1. On the Roles screen, click on the name of the role you wish to
delete. The editing flyout opens.
2. Click the Delete Role button. A popup asks you to confirm
the deletion.
3. Click Yes, delete it. The flyout closes and the role is deleted
from the Role screen.
Account
The Account screen is where you can update your password for the
Portal.
Update Your Password
1. On the Account screen, enter your current password in
Current Password.
2. Enter your new password in New Password.
3. Re-enter your new password in Confirm New Password.
4. Click Save.
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6 Settings
LDAP Configuration
The LDAP Configuration screen is where you configure LDAP settings
if you choose to use LDAP authentication for the Portal.
Section Feature Description
Authentication
& Security LDAP Authentication Enables LDAP authentication on the server for portal
users and plugin clients. (Note: plugin clients will only be
able to authenticate with LDAP usernames if Client LDAP
is also selected in Features Configuration.)
Secure LDAP If the checkbox is selected, the LDAP connection occurs
over an SSL connection.
Server Server Name The scheme and hostname of the LDAP url.
Port The port on which the LDAP server resides.
Timeout The amount of time in seconds within which LDAP
queries will time out.
Login Scope This setting is most similar to a baseDN field in LDAP.
The Enterprise Portal uses the SUBTREE_SCOPE when
running an LDAP query, and it cannot be changed from
this.
Filter Expression The LDAP search filter expression restricts the entries
that are queried.
DN Similar to the SECURITY_PRINCIPAL setting.
Password This is required if the "Login DN" setting is specified.
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Feature Configuration
The following table describes the various feature settings.
Section Feature Description
Portal CSA Portal Allows user to activate IDE plugin/add-in and retrieve
license file and rulepack from Portal.
If this feature is disabled, the IDE plug-in will not activate
as Enterprise Edition.
Client
Authentication LDAP Authenticates SecureAssist users against LDAP.
To activate a SecureAssist plug-in Enterprise Edition
user, the user must be present in Active Directory.
Note: This feature can be enabled only if the LDAP
connection is configured.
Email Authenticates SecureAssist users against email. Enter
one or more domains in the Domains field; separate
multiple domains with a semicolon.
To activate a SecureAssist plug-in Enterprise Edition
user, the user’s email address must match the
organization’s domain name.
Client License Renewal Period Client license renewal period in days.
Support Email To Email address used to send support emails.
Subject Default subject for support emails.
Statistics CSA Enables automatic collection and uploads to the portal
of SecureAssist plug-in statistics.
Anonymous Gathers statistics in anonymous mode—that is, statistics
are linked to a project but are not associated with a
particular user.
Local
Configuration Filters Allows users to locally modify filter settings (for
example, turn off filters and rules, change importance,
etc.).
Review When selected, allows users to decide when file should
be scanned (for example, when they are opened, when
they are saved, or on demand).
This setting must be “unchecked” to force settings from
the Server Administrator, below.
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Section Feature Description
Review
Configuration Review on File Open File review is performed on file open.
Note: To prevent users from changing this setting
ensure that Review Configuration is disabled.
Review on File Save File review is performed on file save.
Note: To prevent users from changing this setting
ensure that Review Configuration is disabled.
Project Review Review of entire project, package, or folder is performed
on demand.
Suppress Issue Allows plug-in users to suppress issues for the duration
of an IDE session.
Allowed File
Types for
Eclipse-based
IDEs
java Enables SecureAssist plug-in users to scan Java files.
jsp Enables SecureAssist plug-in users to scan JSP files.
xml Enables SecureAssist plug-in users to scan XML files.
properties Enables SecureAssist plug-in users to scan Properties
files.
ftl Enables SecureAssist plug-in users to scan FTL files.
php Enables SecureAssist plug-in users to scan PHP files.
Additionally PHP fragment must be installed.
Allowed File
Types for Visual
Studio
cs Enables SecureAssist plug-in users to scan C# files.
vb Enables SecureAssist plug-in users to scan VB .NET files.
aspx Enables SecureAssist plug-in users to scan ASP.NET files.
config Enables SecureAssist plug-in users to scan .NET
Configuration files.
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Server License
The Server License screen displays the details of your server license.
This screen is read-only.
Field Description
License
Expiration Date
When the license for the Portal expires. Administrators will
still be able to login after that date and client statistics will
continue to be processed for up to 30 days, but no new
client licenses will be issued.
Client Nodes
Allowed
This is the maximum number of clients that can be
licensed by the Portal.
Client Licenses
The Client Licenses screen displays a list of the users who have
activated a plugin or add-in license.
To view details of individual user licenses, click the user’s row. A
flyout opens displaying the information about the user license.
Find a User
1. To quickly find a user in the Client License list, enter text into
the Find a User box. The list will automatically filter to show
only those users whose names contain the text.
The significant fields are:
Field Description
Node This field lists the MAC Address which is used as the client
discriminant. Up to 2 of these are stored per user, allowing
both the Eclipse plugin and Visual Studio add-in to be used
by each licensed user.
Refreshed This field shows the last time the license was downloaded
by the client.
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Add a User to a Plugin User Group
Note: You can assign individuals to a plugin user group here OR
on the Plugin User Groups screen.
1. On the Client Licenses screen, select a user by clicking on its
row. A flyout opens with the details for that user.
2. Under Group Assignments, click Add next to one or more
user groups you wish to add the user to, then click Save. The
flyout closes and the user is now assigned to the selected
groups.
Delete a User
1. On the Client Licenses screen, select a user by clicking on its
row. A flyout opens with the details for that user.
2. Click the Delete User button. A popup asks you to confirm
the deletion.
3. Click Yes, delete it. The user is deleted, and the flyout closes.
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7 More Support We hope this document has helped you get started with
SecureAssist. You can submit a support request at
support.codiscope.com. You will also find other manuals, release
notes, system requirements, and more.
Thanks for using Codiscope SecureAssist!
www.codiscope.com
20 Park Plaza, Suite 1400
Boston, MA 02116
Phone: + 1 (617) 804-5428
SecureAssist Enterprise Portal User Guide August 2015 — Page 41 of 42
8 Appendix
Roles and Associated Permissions
Each user must be assigned at least one role. Each possible role is
described below.
Role Name Permissions
GROUP_ADMIN PER_ADD_USER
PER_DELETE_RULEPACK
PER_DISABLE_RULEPACK
PER_ENABLE_RULEPACK
PER_UPLOAD_RULEPACK
PER_VIEW_RULEPACK
GROUP_STATS_VIEWER PER_VIEW_USER_STATS
PER_VIEW_PROJECT_STATS
SERVER_ADMIN PER_ADD_USER
PER_EDIT_USER
PER_DELETE_USER
PER_RESET_LOCAL_USER_PASSWORD
PER_ADD_ROLE
PER_EDIT_ROLE
PER_DELETE_ROLE
PER_UPLOAD_RULEPACK
PER_VIEW_ALL_RULEPACK
PER_VIEW_RULEPACK
PER_ENABLE_ALL_RULEPACK
PER_DISABLE_ALL_RULEPACK
STATS_VIEWER PER_VIEW_ALL_STATS
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Permission Descriptions
Each new Role is defined by the permissions selected. The Role
Name must be unique.
Permission Name Description
PER_ADD_USER Allows adding user to the system.
PER_EDIT_USER Allows editing user in the system.
PER_DELETE_USER Allows deleting user from the system.
PER_RESET_LOCAL_USER_PASSWORD Allows resetting local user password.
PER_ADD_ROLE Allows adding new role.
PER_EDIT_ROLE Allows editing existing role.
PER_DELETE_ROLE Allows deleting role.
PER_UPLOAD_RULEPACK Allows uploading rulepack.
PER_VIEW_ALL_RULEPACK Allows viewing all rulepacks uploaded to the server.
PER_VIEW_RULEPACK Allows viewing rulepacks uploaded by user.
PER_ENABLE_ALL_RULEPACK Allows enabling all rulepacks uploaded to the server.
PER_ENABLE_RULEPACK Allows enabling rulepacks uploaded to the server by user.
PER_DISABLE_ALL_RULEPACK Allows disabling all rulepacks uploaded to the server.
PER_DISABLE_RULEPACK Allows disabling rulepacks uploaded to the server by user.
PER_RESTRICT_ALL_RULEPACK Allows restricting access to all rulepacks uploaded to the
server for all users.
PER_RESTRICT_RULEPACK Allows restricting access to rulepacks uploaded to the server
by user for managed group of users.
PER_DELETE_ALL_RULEPACK Allows deleting any rulepack uploaded to the server.
PER_DELETE_RULEPACK Allows deleting rulepack uploaded to the server by user.
PER_VIEW_ALL_STATS Allows viewing all statistics.
PER_VIEW_USER_STATS Allows viewing statistics for managed users.
PER_VIEW_PROJECT_STATS Allows viewing statistics for managed projects.
PER_SYSTEM_ADMIN Allows editing server configuration.