Creating and editing user accounts

Accruent user accounts can be created either manually as described in this topic or by importing them from a Microsoft Active Directory as described in Synchronizing users and groups from Active Directory. Each Accruent user account can be associated with one or more Windows accounts.

To manually create or edit a user account:

1. In Meridian Enterprise Server Administration Console, in the System Management group, click User Management. The Users page appears and lists the existing user accounts.

   To filter the list of user names:

   • Type the beginning of the user's full name in the filter box and then press Enter or click the filter icon . The list is filtered on the text that you typed.

   To create a new account:

   • In the app bar, click NEW. The NEW USER dialog box appears.

   To edit an existing account:

   • Double-click the name of the user account that you want to edit. The option pages for the selected account appear.

2. On the BASIC page, click options or type values using the descriptions in the following table.

Basic user account options

Option	Description
Name	Type the user's ID as you want it to appear to other users.
Full name	Type the user's full name as you want it to appear to other users.
Initials	Type the user's initials.
Description	Type a description of the user.
Title	Type the title of the user.
Disabled	Select the checkbox to disable the account. Clear the checkbox to enable the account.
Locked	Select the checkbox to lock the account and prevent the user from logging on to Meridian Enterprise with any client application. An account can also be locked automatically by the Meridian FDA Module if the user exceeds the maximum number of logon or electronic signature attempts.
Organizational Unit	Type the name of the organizational unit in which the user works.
Email Address	Type the email address where notifications for this user should be sent.

3. On the WINDOWS ACCOUNTS page, click options or type values using the descriptions in the following table.
4. On the AUTHENTICATION page, click options or type values using the descriptions in the following table.
5. Click SAVE.

Windows account options

Option	Description
Windows account	For each Active Directory account that you want to associate with this user: Type the full name of an account as it appears in Active Directory and then click the Add icon . If the name is validated in Active Directory, it is added to the accounts list.

Authentication options

Option

Description

Allow forms authentication

Enable this option if this user is allowed to log on using ASP.NET forms authentication. This is necessary for users of mobile devices as described in Creating and editing repository views. Note: To specify the Active Directory for forms authentication, see Enabling forms authentication. Each user for which forms authentication is enabled will permanently claim a client license as described in About licensing.

To import users from a Meridian Enterprise EDM Server user database:

• Run the following program as an Administrator account where:
  • <UserDBfile> is the path to the Meridian Enterprise user database file in Microsoft Access (MDB) or SQL Server Compact Edition (SDF) format
  • <ESaddress> is the Meridian Enterprise Server address (UPN syntax) if it is located on a different computer. If Meridian Enterprise and Meridian Enterprise Server are installed on the same computer, omit the <ESaddress> argument.
  •  <Password> is the password for the UPN account on the Meridian Enterprise Server computer.

  • -T or -Trace enable logging to a file for troubleshooting.

    C:\Program Files\BC-Meridian\Program\BCUsersMeridian2BCESConvertor.exe <UserDBfile> [-A<ESaddress>] [-T[race]]

    For example:

    C:\Program Files\BC-Meridian\Program\BCUsersMeridian2BCESConvertor.exe
    "D:\BC-Meridian Vaults\ICUserDB.SDF"
    -A"Host=MyServer;Port=8686;UPN=MyDomain\Meridian;Password=<Password>"

To add a user to a Accruent group:

1. Open the user account for editing as described in the previous task.
2. In the menu, click MEMBERSHIP. A page appears that lists the user's current group memberships.
3. Click Add. The ADD GROUPS dialog box appears and lists the current Accruent groups.
4. Select the groups that you want to add the user to and then click OK. The selected groups appear in the list of the user's current group memberships.

To remove a user from a Accruent group:

1. Open the user account for editing as described in the previous task.
2. In the menu, click MEMBERSHIP. A page appears that lists the user's current group memberships.
3. Select the groups that you want to delete the user from and then click Remove. The selected groups are deleted from the list of the user's current group memberships.