February 23, 2010

Adding Users During Your Surround SCM Evaluation

Surround SCM
Helix ALM
When you're ready to share your Surround SCM evaluation with your team, it's relatively straightforward to enable access for those users. The following steps will walk you through the process. Note that by default the administrator user (no password) is the only account that can access Surround SCM. The following steps will let you add additional users to your Surround SCM installation. Also, be sure to open port 4900 (default for the Surround SCM server) on the machine running the server so the rest of your team can connect from their desktops. Prefer video? See Managing Surround SCM User Accounts.

Adding Users

  1. Log in to Surround SCM as the administrator user (no password).
  2. Choose View > Users.
  3. Click Add.
  4. Fill in name, username, password, and email address (if you want to use the notification triggers).
  5. Click the Groups tab and assign the user to a security group, Administrators is typically fine for the evaluation.
  6. Click the License tab and assign an evaluation license to the user.
  7. Click OK and you're all set!
For evaluation, most people just add the users manually as described above. If you want to keep going with your eval installation after you purchase, you can connect LDAP and sync those existing users to your LDAP server. You don't have to start from scratch after you purchase, if you don't want to.

Adding Users via LDAP

If you want to try out the LDAP integration, follow the instructions for connecting to your LDAP server through the License Server admin utility. Once the connection is working, use the Add LDAP User button from the License Server admin utility's Global Users screen. After you have the users added to the Seapine License Server:
  1. Log in to Surround SCM as the administrator user (no password).
  2. Choose View > Users.
  3. Click Retrieve Global User...
  4. Select the users you want to add.
  5. Edit each new user. Click the Groups tab and assign the user to a security group, Administrators is typically fine for the evaluation. Click the License tab and assign an evaluation license to the user.
A little more upfront work if you go through LDAP, but once it's set up all of the user information syncs with your LDAP system so future maintenance is reduced.