Set security to accomplish specific tasks
This topic describes how to:
- Set security on a template so the appropriate
users can publish documents using the template.
- Set security on a publication document so the
appropriate users can view the document.
- Set security on a publication document so the
appropriate users can replace the document.
To set security so users can use the template
- Create a new publish template, or check out an existing template.
- Add the new template to an object store, or check in the existing
template.
- When you are prompted to make any necessary modifications on the Security
Settings dialog, select a group or add a new group.
- At a minimum, a user must have View Content access to a template in
order to use it to publish documents. (See "Meaning of security
permissions" in Set security
permissions.) If the group has View Content or higher access rights,
skip to step 7. If the group has less than View Content access rights,
click Modify.
- In the next dialog, click the View Content
check box in the Allow column.

- Click OK.
- Click Finish.
NOTE If the publish template specifies
a style template, the Workplace user must have Read access rights to the
style template. An administrator must specify this through the Style Template
Manager.
To set security so users can view a publication document
- Create a new publish template, or check out an existing template.
- On the Security to Apply tab, click the Specify
Security radio button.
- Check the Apply the following permissions
check box.
- Select one of the listed groups or users, or add a new user or group.
- If necessary, click Modify to change
the type of security for the selected group or user.
- If you want the group or user to be able to view the publication
document and the name and description of the publication document, select
the View Content check box in the Allow
column.
If you want the group or user to be able to view only the name and
description of the publication document, select the View
Properties check box in the Allow column. (If both View Content
and View Properties are already checked, click View Properties twice.)
- Click OK.
- Add the new template to an object
store, or check in the existing template.
NOTE The security of a document does
not control the folders in which the document can be stored; this is controlled
by the folder security. Users with only View Properties permission for
a document can file, move, or unfile a document if they have Add to Folder
access on the folder.
To set security so users can replace a publication
document
- Create a new publish template, or check out an existing template.
- On the Security to Apply tab, click the Specify
Security radio button.
- Check the Apply the following permissions
check box.
- Select one of the listed groups or users, or add a new user or group.
- If necessary, click Modify to change
the type of security for the selected group or user.
- If you want the group or user to be able to check out, change, check
in, and delete the publication document, select the Owner
Control check box in the Allow column.
- If you want the group or user to be able to check out, change, and
check in the publication document, but not be able to delete it, select
the Promote Version check box in the Allow
column.
- Click OK and complete the process.
See the FileNet P8 Security Guide for more information concerning
security.
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