Fastman Permissions Manager
Transcript of Fastman Permissions Manager
The Challenge
How do I get an overview of Permissions in my folder structure? How can I quickly
edit permissions on many items?
Why do users need Edit Permissions to see Permissions?
How do I quickly replace or remove a user on many items?
How do we undo changes to permissions?
How do we see what access a user really has?
How can I be sure that the changes I am making have the desired outcome?
The Challenge
How do I get an overview of Permissions in my folder structure? How can I quickly
edit permissions on many items?
Why do users need Edit Permissions to see Permissions?
How do I quickly replace or remove a user on many items?
How do we undo changes to permissions?
How do we see what access a user really has?
How can I be sure that the changes I am making have the desired outcome?
Managing Permissions in Content Server
Why does it need to be so hard!
Fastman Permissions Manager
Fastman Permissions Manager
View and manage Content Server Permissions easily, quickly,
safely
Fastman Permissions Manager
The only tool built for the purpose
Viewing Permissions
• Dashboard view– One place, one view
• Filter– By User, explicit and
effective permissions
• Search– By owner, user,
group, permissions is granted or is not granted
• Group Memberships– View , add, remove,
replace, replicate• Quickly navigate
around– Drill down, expand,
collapse– One click access to
functions• In place, real time
– Language everyone uses
• View and Edit level access– Controlled by Admin
Integrated into Content ServerAccess with one click through function menu
Simple, one click access to authorised
Users
Rich, Interactive Dashboard
Select one or all items to change
Expandable tree view
Copy, Replace or edit Permissions
Replace / Remove User or Group
Filter on specific user or Group Permissions
Detailed Permission searchRollback
Permissions to any point in time
Select which Groups to apply
Show effective Permissions
Integrated reporting
Display Group MembersView Group Members within the Permissions Screen
Drill down into groups
Filter View by User or GroupFilter the view to show permissions a user or group
Filter View by User or GroupFilter the view to show permissions a user or group Select any current or
deleted user, or group
Filter View by User or GroupFilter the view to show permissions a user or group
Simple, interactive results with action items
Effective PermissionsSo how are effective permissions accumulated?
Show the effective permissions view for a different user
View how the permissions accumulate
Effective PermissionsSo how are effective permissions accumulated?
Show a crumb-trail path of the group membership hierarchy
Effective PermissionsSo how are effective permissions accumulated?
Show a crumb-trail path of the group membership hierarchy
Effective PermissionsSo how are effective permissions accumulated?
Show a crumb-trail path of the group membership hierarchy
Permissions SearchSearch for Owner, Owner Group, Public Access or specific Users or Groups
Specify the detailed permissions of items to be returnedSpecify which item types should be searched and how the results should be displayed
Permissions SearchTake actions directly from search results
Custom Object Types
Separate Volume
Supports Multiple Container TypesFolders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.
Task Lists
Supports Multiple Container TypesFolders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.
Supports Multiple Container TypesFolders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.
Simplified models and restrictions respected
Read Only ViewI need to enable general users to see who has access...
Same Rich Interface
Access to functions controlled by user / group (Admin control)
Item level actions respected
Actual permissions respected (users see only what they have access to)
No ability to actually change permissions
“I want to change….”• Quickly change who has access to information
– By person, by group, by owner– One item, many items, entire libraries, containers– Securely, with confidence, validate results
• Enable information owners to be engaged – Securely enable business ownership of data access– Rollback function to manage risk
• Group membership– On boarding and off boarding– Team transfers– Reorganisations
Copy / Replace PermissionsI need to change permissions on one, many, thousands of items…..
You get to choose which, how, and to
what items
Choose to copy or replace permissions
Choose to apply to all items, or……
…choose to apply to selected items
I need to change permissions on one, many, thousands of items…..
Copy / Replace Permissions
Copy Permissions – Choose EntryCopy means copy one or more permissions matrix entry
Choose which entries from the Owner, Owner Group, Public Access and ACL-List will be copied
Replace PermissionsReplace permissions means entirely on selected items
All existing permissions matrix entries on selected items will be replaced with the parent items entries
Select children levels to push changes to
Selected items are listed
Update Official / Confidential items? (Configurable)
See preview of changes?
Choose how to apply the changes
Change / Replace Options
Verify changes before committing
Show list of items selected and count of items within folders based on cascade level
Counts of total items to skipped, why, click to see details
Details options presents list of rules based constraints (Marked Official, Confidential etc.)
Change / Replace Preview
Progress pageSelected items and count of container contents listed
Progress updated based on admin setting
Detailed list for errors/skipped items
Edit One ItemOr of course …. easily edit Permissions on each item directly from the dashboard
Replace / Remove User or GroupReplace multiple users/groups and replace user with group (or vice-a-versa)
Remove user feature
Replace All ACLS for selected user, replace only Owner or replace ACL only.
Retain or change permissions
Control level to which changes are applied
Manage Group MembershipsManage Group Memberships
See all group memberships for user or group
Remove a user from many groups in one action
Compare Group Memberships to another user or group
Copy selected or all group memberships in one action
Rollback / Undo Changes• What happens when someone makes a mistake?
– Easy to do– Hard to see what actually happened
• What happens when someone changes their mind?– Organisational, team, user changes
• To any point in time– Even before you installed Permissions Manager
• “What-if” options– “What-if” I added this group / user to that item?– “what-if” we removed that user, that group?– “What-if” we replaced or merged groups on these
items?
Rollback OptionsGranular Rollback options, you are in control
List of items and folders selected
Select target time, number of folder layers, what types of objects and what permission changes to process
Rollback PreviewJust to be sure ... preview before commit….
See list of all changes to be processed based on options and items selected
Rollback PreviewYes, you really can see the detail of permission changes…
Reporting ModuleKeep and share reports, fully integrated
LiveReports and WebReports
Access directly from dashboard
Use ours or write your own
“I need to Manage….”• Maintain Control
– Who can make what type of changes– Who can see permissions on content they do not ‘own’.– Globally by function or selectively by function, by
group or by individual user
• Limit system overhead– “throttle” search and change/replace functions– Adjust as needed to suit project and operational needs
• Records Management Compliance– RM rules respected– Compliance level configurable
Dual Level Access Control
Manage global access through Permissions Manager Settings (Admin only)
Manage Usage through Object and Usage Privileges (Admin only)
• Permissions Manager is powerful– Scope control– “throttling” options– Admin level control
• Example – limit children displayed and intelligent message displayed
Manage Scope and System Load
Extra row with message to indicate results are truncated
Challenge Answered!Managing Permissions in Content Server is now easy
Now I can quickly edit permissions on many items, and safely Now I know what
permissions looks like across my folder
structure My users can see and search for permissions without having to call
support Replacing or removing users and groups is a
breeze
Permissions messes are a thing of the past
Seeing what access users really have is
easy
If one of my team or a business user makes a mistake we can fix
it!
Otherwise….
Managing permissions remains hardNobody has the tools to do it properlyWe all spend far to much time trying to deal with this
Customer Viewpoint“Based on discussions with OpenText and independent research, Fastman Permissions Manager is the only product that provides robust security / permissions management functionality compatible with OpenText. Although there are other products which can be programmed to handle basic security/permissions we have greater functionality needs”US Insurance Company
“Last week I was in Geneva in the annual meeting of the International Institutions. It is amazing my friend that the vast majority are already customers of yours and we are all satisfied with the product. Well done!”European Multinational Finance Organisation
The Bottom LineFastman Permissions Manager meets the Operational needs of OpenText Content Server
Increases its effectiveness as a risk and compliance platform
Increases ROI, lowers deployment and support costs
Thank You!
www.fastman.comAustralia +61 3 9274 3900Asia +65 6679 5686Europe +31 6 4206 3775USA +1 949 502 3432