IBM Enterprise Records, Version 5.1.2    

Set or modify object security

Security is automatically set when you create IBM® Enterprise Records entities that are not containers. You can modify the security of custom objects on their security information page. You can set security on categories and folders when you create them.

About this task

The security page of an object shows a list of users and groups who can access this object, and their respective permission levels. If you can modify permissions, you can add and delete users, and modify the permission levels of existing users.

To modify the list of users who can access an object, see the adding users and groups topic.

To modify permission levels of users, see the specify security setting topic.

For records, you can assign a predefined security policy using the Assign Policy link. For more information, see the assigning a security policy topic.

Procedure

To set security:

  1. If you are adding a container, you set initialize security on the Set Security step of the Add wizard for a container.
  2. To set security for an existing entity:
    1. Click the entity's Get Info Icon: Get info icon
    2. Select the Security page.
  3. To modify settings for a group or user, click the title of the group or user to see the Security-Settings page.

    If the user or group inherited permissions, indicated on the Security-Settings page, you can view the permissions but not change them.

  4. If the entity is a container that can have both containers and documents, select the Folder or Document option. You see a different set of permissions for the folder and document.
  5. When you finish the settings for Folder, for example, switch to Documents to set those permissions.
  6. Select check boxes to Allow additional access or Deny existing access. If you select the highest access (Owner Control), lesser permissions are also selected for documents. For more information about what each permission means and how selecting one permission can affect others, see the specify security setting topic.
  7. Click Accept to return to the Security page.

Results

To add new users or groups:

  1. Click Add New. The Security-Add Users/Groups page displays.
  2. For a container entity, select one of the options to indicate how the permissions apply. The permissions can apply to the folder only and the folder and its descendents. One level does not include documents, whereas all levels does include documents.
  3. For a container entity, click Select users/groups. You see the Security-Select User/Groups page.
  4. Select the appropriate domain from the Select in menu.
  5. Select either Users or Groups.
  6. In the Starts with text box, enter the first few characters of the name you want to add and click Search.
  7. Select the name from the results and click Accept.
  8. Set the security for the new user or group using the earlier set security procedures.

To remove an existing user or group from the list, select the Remove check box for that user or group. The user or group is removed when you click Apply or Finish.

The security settings that you specify here might be overwritten by security markings set on the entity. For more information, see Security.


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Last updated: November 2013
set_object_security.htm

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