Set security to accomplish specific tasks

This topic describes how to:

To set security so users can use the template

  1. Create a new publish template, or check out an existing template.
  2. Add the new template to an object store, or check in the existing template.
  3. When you are prompted to make any necessary modifications on the Security Settings dialog, select a group or add a new group.
  4. 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.
  5. In the next dialog, click the View Content check box in the Allow column.

    Security settings dialog box

  6. Click OK.
  7. Click Finish.

NOTE  To publish a document, a user must have access rights to the destination folder specified in the template, and the source document must have Publish rights.

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

  1. Create a new publish template, or check out an existing template.
  2. On the Security to Apply tab, click the Specify Security radio button.
  3. Check the Apply the following permissions check box.
  4. Select one of the listed groups or users, or add a new user or group.
  5. If necessary, click Modify to change the type of security for the selected group or user.
  6. 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.)

  7. Click OK.
  8. 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

  1. Create a new publish template, or check out an existing template.
  2. On the Security to Apply tab, click the Specify Security radio button.
  3. Check the Apply the following permissions check box.
  4. Select one of the listed groups or users, or add a new user or group.
  5. If necessary, click Modify to change the type of security for the selected group or user.
  6. 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.
  7. 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.
  8. Click OK and complete the process.

See the FileNet P8 Security Guide for more information concerning security.



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