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Tree View: Groups Right-Click Menu

Right-click on Groups in the tree view. The following menu is displayed.

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New Group

When New Group is selected, the Group Editor window is displayed.

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General Properties

The New Group General Properties are described in Table 147.
Table 147. Terminology: New Group General Properties

Term

Meaning

Name

Enter a meaningful name for the new Group. This field is mandatory – you will be unable to save the new Group until this field has been completed.

Maximum 255 characters.

Display name

If required, enter an alternative name for the Group. Maximum 255 characters.

Description

If required, enter a description for the Group. Maximum 255 characters.

Hidden

When selected, the Group’s icon is dimmed when viewed by other Users with the correct access permissions. This feature will be utilised by future enhancements.

When cleared, the Group can be viewed normally.

Members

Selecting the Members tab enables you to change the members (Users and Groups) of the current Group.

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Select one or more Users from the Users tab and one or more Groups from the Groups tab, as required, then click Add Member >>.

The selected Users and Groups are displayed in the Contains the following pane and are now members of the selected Group.

The members of a Group inherit Permissions and Access Control Lists set for that Group according to the inheritance calculations described earlier. See “Permissions Inheritance” and “Access Control Lists Inheritance”.

An item can be removed from the Contains the following list by selecting the item in the right- hand pane and clicking the << Remove Member button.

Note: It is not possible to Add Members to, or Remove Members from a Group whose Source is Active Directory.

Parents

Selecting the Parents tab enables you to change the Groups and Roles which are Parents of the current Group.

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Select one or more Groups and/or Roles from the Roles and Groups tabs and click

Add to List >>.

The selected Groups and Roles are displayed in the Is inside the following Role and Groups pane and are now parents of the current Group (that is, the current Group is a member of the Groups and Roles displayed in the right-hand pane).

The members of a Group or Role inherit Permissions and Access Control Lists set for that Group according to the inheritance calculations described earlier. See “Permissions Inheritance” and “Access Control Lists Inheritance”.

An item can be removed from the Is inside the following Roles and Groups list by selecting the item in the right-hand pane and clicking the << Remove from List button.

Note: It is not possible to make a Group whose Source is Active Directory the Parent of the current Group.

Note: When adding Groups as Members to other Groups, ensure you are not attempting to make a Group both a Parent and a Member of another Group. If you do, the following error message will be displayed:

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Permissions

Selecting the Permissions tab enables you to configure the functionality to which the members of the current Group are given access.

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Select an item you want to configure, then click the Allow button to allow access to the selected functionality.

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Deny button to prevent access to the selected functionality.

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Inherit button to return the setting to the default.

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The Permissions options are described in Table 148.

Table 148. Terminology: Group Permissions

Term

Name

Attachments

Manage Attachments

Controls whether members of the current Group have permission to create, edit and delete attached annotations in Searching Client – see “Attachments Toolbar”.

Read Attachments

Controls whether members of the current Group have permission to read attached annotations that have been attached to a document in Searching Client– see “Attachments Toolbar”.

Automated Indexing

Manage Watched Folders

Controls whether the members of the current Group have access to the Watched Folders Indexing functionality in Management Studio.

Perform Automated Indexing

Controls whether the members of the current Group have access to the Automated Indexing functionality in Management Studio.

Configuration Options

Manage Configuration Options

Controls whether the members of the current Group have access to the Configuration Options functionality in Management Studio. (Set to Allow by default.)

When set to Allow, the members will be allowed to access and set up the various options under Configuration Options in the left-hand side tree view.

When set to Deny, the members will not be shown the Configuration Options heading in the tree view and therefore will not be allowed to access and set up the various options.

Data Definitions and Search Templates

Manage Custom Field Types

Controls whether the members of the current Group have permission to create, edit and delete Custom Fields Types. When set to Allow, the members of the current Group have access to the Custom Field Types functionality in Management Studio.

Manage Data Definitions

Controls whether the members of the current Group have permission to create, edit and delete Data Definitions. When set to Allow, the members of the current Group have access to the Data Definitions functionality in Management Studio.

Manage Index Assistants

Controls whether the members of the current Group can configure Server-side Index Assistants. This includes running any Index Assistants via Automated Indexing from watched folders.

Manage Search Assistants

Controls whether the members of the current Group can configure Search Assistants.

Manage Search Templates

Controls whether the members of the current Group have permission to create, edit and delete Search Templates. When set to Allow, the members of the current Group have access to the Search Templates functionality in Management Studio.

Manage Style Sheets

Controls whether the members of the current Group have permission to create, edit and delete Style Sheets. When set to Allow, the members of the current Group have access to the Style Sheets functionality in Management Studio.

Data Export

Copy Text Selections

Controls whether the members of the current Group have permission to select Copy All or Copy Selection from the right- click menu in Searching Client. See “Right-Click Menu”.

Export From Applications

Controls whether the members of the current Group have permission to Export search results, Email search results and Copy search results. When set to Allow, the members of the current Group have access to the appropriate buttons in Searching Client. See “Export Search Results”, “Quick Export to Excel”, “Email Search Results” and “Copy Search Results” for descriptions of the button

Print From Applications

Controls whether the members of the current Group have permission to Print search results. When set to Allow, the members of the current Group have access to the appropriate button in Searching Client. See “Copy Search Results” for descriptions of the button

Field Value Modification

Modify Field Values

Controls whether the members of the current Group have permission to change Index Field Values in Searching Client. See “Modify Index Values” for more information.

Full Text Indexing

Manage Full Text Indexing

Controls whether the members of the current Group have permission to manage Full Text Indexing. See “Content Full Text Searchable” for the list of steps the Group members will be granted permission to manage, before Full Text Searching can be initiated in Searching Client.

Resource Auditing

Manage Auditing

Controls whether the members of the current Group have access to the Resource Auditing functionality in Management Studio.

Retention Policies

Manage Retention Policies

Controls whether members of the current Group have permission to create, edit and delete Retention Policies. When set to Allow, the Group members have access to the

Data Retention functionality in Management Studio.

Read Retention Policy

Controls whether members of the current Group have permission to view Retention Policies.

Reports

Manage Reports

Controls whether the members of the current Group have permission to Manage Reports as described in “Reporting Services”.

Read Reports

Controls whether the members of the current Group have permission to Manage Reports as described in “Reporting Services”.

Storage

Manage Storage

Controls whether the members of the current Group have permission to create, edit and delete Storage Devices and Depots. When set to Allow, the members of the current Group have access to the Storage functionality in

Management Studio.

Note: View Storage must be set to Allow when Manage Storage is set to Allow.

View Storage

Controls whether the members of the current Group have permission to view Storage Devices and Depots.

Note: View Storage cannot be set to Deny when Manage Storage is set to Allow.

Users and Groups

Manage Application Licences

Controls whether the members of the current Group have permission to change the Application Permissions of other users. See “Applications” on page 630 for more information on Application permissions.

Manage Users & Groups

Controls whether the members of the current Group have permission to create, edit and delete Users, Groups and Roles. When set to Allow, the members of the current Group have access to the Users and Groups functionality in

Management Studio.

Modify Own Password

Controls whether the members of the current Group have permission to change their own password.

Note: Modify Own Password must be set to Allow when Manage Users & Groups is set to Allow.

 

The Permissions configured for a Group might be superseded by the Permissions configured for other Groups, Roles or individual Users. See “Permissions Inheritance” for more information.

       

Save and Close Button

Click the Save and Close button to save the current Group and close the Group Editor window.

Save and New Button

Click the Save and New button to save the current Group and create a new Group in the Group Editor window.

Delete Group Button

Caution: Before deleting a Group, ensure there is no object (User, Group, Role or Data Definition) that can only be managed by this Group, as once deleted, these objects will no longer be able to be modified and may even be completely inaccessible (and in the case of a Data Definition, this would also apply to all the data that has been archived against it).

Click the Delete Group button to delete the current Group. When the Group has been successfully deleted you are asked whether you want to then create a new Group.

If you click Yes, a new Group is created in the Group Editor window. If you click No, the Group Editor window is closed.

Note: It is not possible to delete a Group whose Source is Active Directory. Only Groups created within Management Studio (Source: Manual) can be deleted.

Set Default Access for all new Groups

When Set Default Access For All New Groups is selected, the Access Control Security Configuration window is displayed.

This window enables you to set the Users, Groups and Roles which will be able to access any new Groups which are created.

A Group’s Access Control settings can be changed (by a User who has been given access to the Group) at any time. See “Control Access to this Group” for details on how to select the Users, Groups and Roles which will, by default, have access to new Groups.

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