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Access Control - Configuring a New Account

28th May 2016

Sean Hoppe Consulting Group

EBI 4.1 introduced many new features from high-level integration through multi-node/server cluster processing to the long-awaited ability to process documents attached to emails.  One of the largest concerns for new and existing users is security, simply to make secure parts of their environment secure.  Another feature delivered in EBI 4.1 (Cleo Clarify 4.1) is Access Control.

Access Control provides remote Server security through the creation and configuration of role-based user permissions (profiles). A dedicated Admin Console view allows you to enable or disable users from having access to specific server functionality, and provides an easy-to-use interface for managing users, roles, and passwords. Optional Lightweight Directory Access Protocol (LDAP) authentication can also be configured to allow users to log in using their established network credentials.

In this guide, we’ll walk you through adding a new user and configuring permissions to the server environment.

Adding a New User Account

1.       Connect to your started EBI/Cleo Clarify Server environment from the Cleo Clarify Studio . If prompted to login for the first time, use the following login values:
                       a.  Username:  ebiadmin
                       b.  Password:  password

2.       Navigate to Admin Console | Access Control.

3.       In the Users section, click Add.

Access Control Add User

4.       In the New User window, provide the following values:

Access Control New User Parameters

                      a.   User ID – This value will be used to login to the EBI Server environment.
                      b.   Name – This value will be the display name for this user.
                      c.   Password Options – There are two options to assign a password to this new user account.  The first option is to manually input a password and to confirm.  The second option will generate a new password for the user randomly, as shown in the screenshot below.

New User Temporary Password Access Control

5.       Click OK.

Adding a Role to the New User Account

Now that our account has been created, we can configure a Role. This role will establish permissions to access to data, add processing capabilities, and include administrative access. To attach a role on a previously created account, follow these instructions:

1.       Highlight the newly created account in the Users section.

2.       In the Roles section, click Add.

Add Role Access Control

3.       Select the desired Role from the popup menu and click OK. The default roles available are:
                      a.   Admin – This role contains all permissions available.
                      b.   SuperUser – This role contains all permissions except the ability to modify user accounts in Access Control.
                      c.   User – This role does not contain any special permissions.

Additional roles can be created, and default roles can be modified by accessing the Roles tab at the bottom of the Access Control view, as pictured in the picture below.

Access Control Roles and Permissions

At this point, the account is created and a role is associated with the new account.  The new user account can now be used and logged in to the server environment.

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