BlueCielo Meridian Enterprise 2017 SP1 Administrator's Guide

Creating and editing user groups

Note     If Meridian Enterprise Server is also deployed, users and groups may be defined in the Meridian Enterprise Server Administration Console instead. They are then available in Meridian Enterprise if the Use Enterprise server for user management option is enabled as described in Configuring the connection to Meridian Enterprise Server. If Meridian Enterprise Server is not also deployed, use the instructions in this topic.

To create a Meridian user group:

1. In Meridian Enterprise Administrator, expand BlueCielo Users and Groups in the left pane and click Groups.
2. On the Action menu, point to New and click Group. The New Group dialog box appears.
3. Type a name for the new group in Group name and an optional description in Description.
4. Click the Add button. The Select Users dialog box appears.
5. Select a user name from the list and click OK. The user name is added to the Members list. Repeat to add all the required users to the new group. If a user does not exist, see Creating and editing user accounts.
6. Click Create to save the group’s properties.
7. Repeat this task for the following groups of users:
   • Assigned to document workflow definitions
   • Assigned to project workflow definitions
   • All users if the EDM Server service is configured to use BlueCielo groups for security role assignments as described in Configuring the EDM Server service.

To apply user groups in workflow definitions, refer to the BlueCielo Meridian Enterprise Configuration Guide. To synchronize the memberships of user groups with Microsoft Active Directory, see Synchronizing user groups with Active Directory.