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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?
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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!
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Fastman Permissions Manager
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Fastman Permissions Manager
View and manage Content Server Permissions easily, quickly, safely
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Fastman Permissions Manager
The only tool built for the purpose
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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
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Integrated into Content Server
Access with one click through function menu
Simple, one click access to authorised Users
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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
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Display Group Members
View Group Members within the Permissions Screen
Drill down into groups
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Filter View by User or Group
Filter the view to show permissions a user or group
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Filter View by User or Group
Filter the view to show permissions a user or group
Select any current or deleted user, or group
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Filter View by User or Group
Filter the view to show permissions a user or group
Simple, interactive results with action items
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Effective Permissions
So how are effective permissions accumulated?
Show the effective permissions view for a different user
View how the permissions accumulate
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Effective Permissions
So how are effective permissions accumulated?
Show a crumb-trail path of the group membership hierarchy
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Effective Permissions
So how are effective permissions accumulated?
Show a crumb-trail path of the group membership hierarchy
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Effective Permissions
So how are effective permissions accumulated?
Show a crumb-trail path of the group membership hierarchy
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Permissions Search
Search for Owner, Owner Group, Public Access or specific Users or Groups
Specify the detailed permissions of items to be returned
Specify which item types should be searched and how the results should be displayed
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Permissions Search
Take actions directly from search results
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Custom Object Types
Separate Volume
Supports Multiple Container Types
Folders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.
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Task Lists
Supports Multiple Container Types
Folders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.
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Supports Multiple Container Types
Folders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.
Simplified models and restrictions respected
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Support for Enterprise Connect
“I spend most of my time in Outlook or Windows Explorer”
Access Permissions Manager directly from the Enterprise Connect function Menu in Windows….or…..
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Support for Enterprise Connect
“I spend most of my time in Outlook or Windows Explorer”
Access Permissions Manager directly from the Enterprise Connect function Menu in Outlook
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Support for Enterprise Connect
No client side installation required, and no need to run any reports
Full Permissions Manager functionality available
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Read Only View
I 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
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Outlook Integration
Extended Outlook integration available
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“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
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Copy / Replace Permissions
I need to change permissions on one, many, thousands of items…..
You get to choose which, how, and to what items
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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
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Copy Permissions – Choose Entry
Copy means copy one or more permissions matrix entry
Choose which entries from the Owner, Owner Group, Public Access and ACL-List will be copied
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Replace Permissions
Replace permissions means entirely on selected items
All existing permissions matrix entries on selected items will be replaced with the parent items entries
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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
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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
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Progress page
Selected items and count of container contents listed
Progress updated based on admin setting
Detailed list for errors/skipped items
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Edit One Item
Or of course …. easily edit Permissions on each item directly from the dashboard
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Replace / Remove User or Group
Replace 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
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Manage Group Memberships
Manage 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
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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?
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Rollback Options
Granular 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
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Rollback Preview
Just to be sure ... preview before commit….
See list of all changes to be processed based on options and items selected
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Rollback Preview
Yes, you really can see the detail of permission changes…
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Reporting Module
Keep and share reports, fully integrated
LiveReports and WebReports
Access directly from dashboard
Use ours or write your own
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“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
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Dual Level Access Control
Manage global access through Permissions Manager Settings (Admin only)
Manage Usage through Object and Usage Privileges (Admin only)
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• 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
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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!
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Otherwise….
Managing permissions remains hard
Nobody has the tools to do it properly
We all spend far to much time trying to deal with this
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Customer Viewpoint
“Based on discussions with OpenText and independent research,Fastman Permissions Manager is the only product that providesrobust security / permissions management functionality compatiblewith OpenText. Although there are other products which can beprogrammed to handle basic security/permissions we have greaterfunctionality needs”US Insurance Company
“Last week I was in Geneva in the annual meeting of theInternational Institutions. It is amazing my friend that the vastmajority are already customers of yours and we are all satisfiedwith the product. Well done!”European Multinational Finance Organisation
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The Bottom Line
Fastman 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
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Thank You!
www.fastman.com
Australia +61 3 9274 3900
Asia +65 6679 5686
Europe +31 6 4206 3775
USA +1 949 502 3432