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User Management using Documentum Administrator

March 24, 2010

Documentum Administrator is the Web-based tool for administering Content Server. By Documentum Administrator all the administrative tasks for a single installation or a distributed enterprise can be performed from one location.

One of the administrative tasks of Documentum Administrator is User Management. To access a Docbase, a person must be defined as a user in that Docbase.

The Administration/User Management displays a list of users in the current Docbase. Search for users can be done by their user name in the Docbase, user OS name (name on the operating system), or default group.

How to locate users in Docbase

1.  Connect to the Docbase where we want to locate a particular user.

2.  In the left-hand pane, click Administration.

3.  Click User Management.

4.  Click Users.

5.  To search by user name, user OS name, or default group, type in the information and click   Go 

 How to create new users

One must have Sysadmin or Superuser privileges to create users.

1.  Connect to the Docbase where we want to create new users.

2.  Click Administration –> User Management.

3.  Click File –> New –> User. (Check Right Hand Side)

  4.  Indicate whether the user’s state is active or inactive. An active user can connect to a    

     Docbase whereas an inactive user cannot.

5.  In the Name field, type the user’s name.

6.  Select a User Source from the drop-down list.

  • UNIX Only: Select this for the default UNIX user authentication.
  • Domain Only: Select this if the Docbase has Windows domain authentication enabled and the user must be authenticated against a domain.
  • UNIX first: Select this if the Docbase has Windows domain authentication enabled and the user must be authenticated first against UNIX, then against a domain.
  • Domain First: Select this if the Docbase has Windows domain authentication enabled and the user must be authenticated first against a domain, then against UNIX.
  • LDAP: Select this if users are authenticated against an LDAP server.

7.  In the E-Mail Address field, type the user’s email address. This is the address to which  

     notifications are sent for workflow tasks and registered events.

8.  In the User OS Name field, type the user’s operating system user name. This is used by the 

     user to login to the docbase.

9.  In the Windows Domain field, type the user’s Windows domain.

10. Select a home Docbase for the user.

11. Designate the user’s default folder which is the default storage place for any object the  user creates. To use an  existing Docbase folder, click Choose existing folder and to create  a folder with the user’s name, click Choose/Create folder with user name.

12. Click Select Group and select a default group for the user.

13. Click Select Permission Set and select a default permission set for the user.

14. Select the user’s privileges from the drop-down list.

User privileges authorize certain users to perform activities that are required to administer and maintain the system. The privilege levels are:

  • None
  • Create Type
  • Create Cabinet
  • Create Cabinet and Type
  • Create Group
  • Create Group and Type
  • Create Group and Cabinet
  • Create Group, Cabinet, and Type
  • System Administrator
  • Superuser

15. Select the user’s client capability from the drop-down list.

 There are four types of users:

  • Consumer
  • Contributor
  • Coordinator
  • System Administrator 

16. Click Finish and new user is created.

How to delete users

We can remove users from the Docbase, but Documentum strongly recommends making users inactive rather than deleting them from the Docbase.

 When a user is deleted, the server does not remove the user’s name from objects in the Docbase such as groups and ACLs. Thus when we delete a user, we must also remove or change all references to that user in objects in the Docbase.

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