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User accounts are set up within the Image Portal Web Server to provide end users (i.e. customers utilizing the web server) individualized access to the system. Setting up a user account can be a simple matter of specifying a user ID and password. However, you can also use customer codes and filters to limit the access the user has in searching and retrieving information (refer to the “Filtering User Access” subsection for additional details).
A new user account should be created every time you want to supply an individual with a new or different set of access privileges for the system.
1. While logged into the Image Portal Web Server*, click ADMINISTRATION* located on the top navigation bar. This will display the Users page, showing a list of the user accounts that are currently defined in the system.
2. Click NEW USER. The Add User page will appear, allowing you to create the new user within the web server system.
3. Type the user name, password, and email in the appropriate fields of the window. These will become the two sets of information the user will need to log onto the Image Portal Web Server.
- To assign the user to a customer defined within the Image Portal system, type the customer code and name. Click CHOOSE to open a popup window that allows you to search for customers based on their customer code or name.
TIP: You may also assign the user access to all customer files by entering “*” for the customer code.
Note: Assigning a user account to a customer will automatically limit the user to searching, viewing, and downloading only the digital resources that have been attached to that customer’s jobs within the Digital Storage Manager or Virtual Ticket with Digital Storage Manager system.
4. Apply filters to further limit the access the user will have in searching, viewing, and downloading digital resources through the web interface. For details on creating filters, please refer to the “Filtering User Access” subsection below.
5. To save the new user to the database and display the entry in the Users administration window, click ADD. By clicking CANCEL you will discard all information entered on the Add User page.
There are two methods by which the Administrator can restrict a particular user’s privileges for searching and retrieving information.
Customer Code---Assigning a user to a customer restricts users to searching for files and viewing only directories that are associated only with that particular customer’s jobs.
Search Filters---Creating search filters allows the Administrator to specify filter criteria for the files and directories the user may search. This may be used as addition to the customer code access provided to the user.
For example, you may restrict the user to search only for low resolution TIFF files that have been assigned to a particular customer’s jobs. This is done assigning the user to the customer, specifying a standard name for the low resolution folder in the file path, and by specifying the document type as TIFF.
File Location CONTAINS “Low Res”
Alternatively, you could limit the user to only searching and retrieving PDF files by specifying the document type as PDF.
NOTE: Field items available for creating search filters are based on the Digital Resource database fields defined within the Digital Storage Manager or Virtual Ticket with Digital Storage Manager database. User-defined custom fields are made available automatically to the search filters in the Image Portal Web Server.
Note: Users can have their searches restricted to files and folders with a particular customer code and name by either assigning a customer code and name to the user OR by assigning customer code and name search filters.