Cleopatra Enterprise - Cost Engineering

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Security configuration Roles The "Modules" security settings for "Reporting" only affect the permissions on the manage reports module and the header and footer designer. Permissions on the individual reports need to be set on the tab "Reports". The "Modules" security settings for "Plug-ins" only affect the permissions on the manage plug-ins module. Permissions on the individual plug-ins need to be set on the tab "Plug-ins". Changes to role assignments can only be done by users with sufficient rights. It is possible to login as a different user from within the configuration dialog. See "Select database" for detailed information. Users can be a member of multiple roles. When rights of a certain user need to be determined, rights of the different roles are examined and the highest right (the right that grants the user the most access) will be used. It is possible to add users to the "Administrator" role but it is recommended to create a 'custom administrator' role and assign users to that. This because the "Administrator" role has only very restricted rights and cannot be changed. A 'custom administrator' role can be setup to fit your own needs. Every database contains the "Administrator" role. This role has all "Administrator rights" permissions but no rights in any other part of the application. This role cannot be deleted, nor can its security permissions be changed. Workgroups When the Inherit folder permissions from parent folder" tick mark is disabled, you don't have sufficient rights to change the security properties. To find out what causes this see "How to determine permissions". When you select one of the permissions the "Permission hint" panel will show a description of the permission. To see the documents in this folder, the workgroup also needs to have the "Browse folder" permission, which will automatically be set. To see the documents in this folder, the workgroup also needs to have the "Browse folder" permission, which will automatically be set. To actually edit the documents in this folder, the workgroup also needs to have the "Browse folder" and the "Open documents" permission, which will automatically be set. 37
Administrator training 4 Exercise 4.1.1 Introduction The next Exercises will show you how to setup the various security settings within <strong>Cleopatra</strong> <strong>Enterprise</strong>. We will start by adding users. Next we will create some roles to define the functions users have within the system. The roles will be assigned permissions to control the rights to perform certain actions. After an in depth example of the different role permissions we will look at workgroups. A workgroup is a collection of users with specific folder permissions. Workgroups offer the possibility for users to work in groups on the same project and can prevent them to edit documents of another project. Finally we will have a look at the workflow functionality. The workflow module enables intelligent and secure routing of documents within the data explorer. Not only does the workflow enforce a certain route for your documents, it also secures the documents based on the specific workflow state the documents are in. In the next chapters the trainer will demonstrate how to setup the different security settings. During this demonstration the participants can do some exercises to verify the functionality. The next parts will be explained: How to setup user security How to setup role security How to setup role security for reports How to setup workgroup security How to create a workflow design How to setup workflow roles (part 1) How to setup workflow roles (part 2) Conclusion 38
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