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
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
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.
In the New
User window, provide the following values:
– 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.
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:
Highlight the newly created account in the Users section.
In the Roles
section, click Add.
Select the desired Role from the popup menu and click
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.
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.
By: Sean Hoppe on