This Help topic refers to the following editions:
þ Professional þ Enterprise
To set up Index Set security administrators will use the Index Set Permissions Item located by selecting the Index Tools Menu and clicking Manage. Highlight the Index Set to be worked with and right-click to bring up a menu, then select Index Set Properties to add or delete Users and Groups and set permissions for the Index Set.
Tip:
Default Index Set permissions are set at the Library.
A new Index Set will inherit the permissions set for its template. If the new Index Set's permissions are changed it will become a parent object and any Index Sets created from it as a template will inherit the new permission set.
Important:
Each Index Set has its own set of properties and permissions. By default an Index Set's properties: users, groups and permissions are set to the Library default. When creating an Index Set administrators can add or delete users and groups and modify their permissions.
The Index Set Properties/Permissions dialog box consists of:
Users/Groups dialog - in this area an administrator can add and delete users and groups for the Index Set.
Index Set Permissions - permissions that can be set for the Index Set
Modify Index Set - if checked allows the user or group to make modifications to the Index Set and Index Field Properties
Delete Index Set - if checked allows a user or group to delete the Index Set.
Modify Permissions Properties - Allows specified users or groups to modify security permission properties
Tip:
Users and groups who have been given permission to create Index Sets will also need permission to Modify Index Sets. Permission to Modify Index Sets can be set in the Manage Index Set Properties dialog.
To set up Index Field security right-click the Index Field to work with and select Properties/Permissions.
The Index Field Properties/Permissions dialog box consists of:
Users/Groups dialog - in this area an administrator can add and delete users and groups for the Index Set.
By default an Index Field will inherit Users and Groups from it's parent Index Set.
Index Field Permissions - permissions that can be set for the Index Field
Field Modifiable - if checked allows the field value to be modified by the assigned users and groups.
Field Visible - if checked allows the assigned users and groups to see the field in the Index Set.
Tip:
The Field Modifiable property allows administrators to deny to users and groups the ability to modify the value of a specific field. With this function DocuXplorer provides administrators with the ability select specific fields that can not be modified as opposed to the Document property that denies the ability to edit any index value associated with a document.
Use the Field Visible property to hide any confidential index data associated with a document. The Field Visible property will allow only those users with this permission to see the hidden index data when viewing a document
Tip:
When Users/Groups are added or a change is made to permissions they do not take effect until the Library or specific Cabinet is closed and reopened at a workstation. When changes are made we recommend that administrators instruct all users to close DocuXplorer on their desktops and reopen.