Folders and Security
Depending of the security rights assigned to you you can see different Folders and Files Menu.
At the beginning you must create one or multiple first level folders using “Create Root Folder”
Then create sub folders using “Create Subfolder”. You can move a subfolder to root using Move To Root.
You can then move folders to different places using “Drag & Drop”
Edit Folder give you access to the folder properties to rename and set Folder Security
Folder Security
WIP is managing security at a folder / group level. First assign your users to the different groups
In the folder Security tab, you can set the different groups security.
Owner
The owner of the folder have an admin right on the folder, you can change it in the top, select new owner then press “Change Owner” (note : you need the Own right to do it)
Reset Permissions on All Child Element and Enable Propagation
Checking this option will reset and propagate current folder permissions to all the subfolders.
Security
Global Security
Manager : the user is the global manager (VMMANAGER) and act as an Super Admin that have all the rights everywhere, will be treated as an → Admin below.
Owner : the Owner of a folder act as an → Admin of the folder
Admin : the user belong to an Admin group
Folder Security
Direct Folder Security : these settings are set in the folder itself
Read
Write
Create
Delete
Publish
ChPer (Change Permissions)
Own : (Change Owner)
PubProp : (Change Publication Properties)
Parent Folder Security : these permissions are inherited from parent folder
Folder Write → parent folder Write
Folder Delete → parent folder Delete
Folder Actions
Action | Right(s) | Description |
|---|---|---|
All Files | Only Admins | Show all files without security |
Create Root Folder | Only Admins | Create a first level folder |
Move to Root | Only Admins | Move a subfolder to root |
Create Subfolder | Create | Create a subfolder |
Edit Folder | Folder Write or Admins | Edit folder to rename and change permissions |
Edit Folder / Security | ChPer or Admins | Edit folder to change permissions |
Delete Folder | Folder Delete or Admins | Delete a folder |
Migrate to SAP | Only Admins | For SAP migrate document to universe folder |
File Actions
Action | Right(s) | Description |
|---|---|---|
Edit | Read | Edit a file properties |
Open | Write + be the user that made the Check Out | Open a file on the related server |
Check Out | Write | Check Out a file in your workspace for editing |
Check In | Write | Check In a file and create new version |
Publish | Publish | Publish a file |
Publications | Read | See the versions published in the different environments |
Destinations (View) | Read | See and Edit destinations |
Destinations (Edit) | PubProp | Change the destinations for Check Out and Publish |
Change Proc Status | Write * | Reprocess a file |
More / Properties | Write | See the file metadata |
More / Compare | Read | Compare the 2 latest versions |
More / Delete | Delete | Put a file in the recycle bin |
More / Get | Write | Get a file in your workspace for viewing |
More / Undo Checkout | Write | Cancel the checkout and remove the file lock |