LiveFile 4 – Basic Security Configuration
LiveFile 4 utilises SQL Server “Windows Authentication” and therefore requires windows login accounts for all users to be granted access to the Ensynergy databases. This document provides a outline of the basic process involved in configuring these permissions settings. This process requires a basic knowledge of and access to Microsoft SQL Server Management Studio and the SQL server instance on which Livefile is installed.
Adding windows users or groups to SQL Server security
| 1. | Connect to and login to your SQL server instance |
| 2. | In the left hand Object Explorer windows expand the tree to display the contents of the “Logins” folder as follows |
| 3. | Right Click on the Logins Folder and Select Add “New Login” which will open the following Dialog |
| 4. | Click the Search Button (Or If you know the full user or group name it can be entered directly here and skip to ??) |
Entity Document Push to LiveFile
This is to enable entity document to be pushed into Livefile when an entity document has been created. Here, user can set the file settings that will be used for the document when it is been pushed into LiveFile. The setting can be found in LiveFile Publish > Tools > Defaults
Which will then display the publish defaults window
Here, entity can be set for the default or left blank for all entities. Document type, form type and management can be set up. User also have the option here to set the following: Auto Generate Summary, Protect Summary, Project Mandatory, Retention Periods, Number of Pages for Summary and integration defaults.