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Configuring repository security

Configuring repository security comprises performing the following tasks in the order listed:

  1. Create or import BlueCielo groups and users as described in About BlueCielo user administration. Verify that you are a member of the Application Administrators group.
  2. If necessary, create additional roles as described in Creating and editing roles.
  3. Assign permissions to each permission level as described in Creating and editing permission levels.
  4. If necessary, grant global permissions to the groups that require it in addition to the Application Administrators group as described in Configuring global permissions.
  5. Assign the groups (and users, if necessary, but not recommended) to roles as described in Assigning groups and users to roles.
  6. Define the property hierarchies that will apply to documents and tags as described in Configuring the document and tag hierarchies.
  7. Assign permission levels to roles for specific property levels as described in Assigning permission levels to property hierarchy values.
  8. If necessary, assign permission levels to roles for the default project security as described in Assigning default permission levels for projects.
  9. Optionally export the repository configuration as a temporary backup, for configuration management, or to migrate it to a different server as described in Exporting the configuration.

Performing each task is described in the following topics.