BlueCielo Meridian Explorer 2017 User's Guide

Assigning permission levels to property hierarchy values

Assigning permission levels to property hierarchy values defines who can do what for documents and tags with specific property values. The permission levels for each value of a property can either be inherited from its parent property in the hierarchy (propagated) or they can be different (custom) if you explicitly assign permission levels to roles. These assignments then apply to all items in the repository that match the property values.

Warning    Remember, the global permissions described in Configuring global permissions override all other security assignments.

To assign permission levels to property hierarchy values:

1. In Meridian Enterprise Server , in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise Server vaults.
2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
4. In the SECURITY group, for the Item Security item, click MANAGE. The <RepositoryName> Item security page appears.

5. In the page subheader, click DOCUMENTS or OBJECT TAGS accordingly. The corresponding hierarchy is shown on the left side of the page. The property values of the selected level of the hierarchy are also listed. The special value Any value determines the default permission level if no explicit assignments are made.

   On the right side of the page, the selected value is shown with its propagation type, either Inherited or Custom. By default, permission levels are inherited from the parent level unless explicit (custom) assignments are made. Below the propagation type are listed the existing roles with the permission level that has been assigned to that role.

6. For the property value that you want to edit, click the assignments column or the edit icon and then select a permission level from the list.

To remove a permission level from a property hierarchy value:

1. In Meridian Enterprise Server , in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise Server vaults.
2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
4. In the SECURITY group, for the Item Security item, click MANAGE. The <RepositoryName> Item security page appears.
5. In the page subheader, click DOCUMENTS or OBJECT TAGS accordingly. The corresponding hierarchy is shown on the left side of the page. The property values of the selected level of the hierarchy are also listed. On the right side of the page, the selected value is shown with its propagation type, either Inherited or Custom. Below the propagation type are listed the existing roles with the permission level that has been assigned to that role.

6. For the property value that you want to edit, click the remove icon . The current permission level is removed from the role.