Configuring security by using the Case administration client wizard

You can assign permissions to different users, groups, and roles to determine what areas and objects of a solution in a Content Cortex object store that these users can access. A set of permissions is called a security configuration. You can use the Case administration client to create a security configuration for a solution. You can also transfer that security configuration from a user-acceptance testing environment or a staging environment into a production environment. The Case administration client simplifies the process of setting up security for objects, users, groups, and roles.

To create or make changes to a security configuration by using the Case administration client, you must have administrator privileges. When you first create a security configuration, the administrators window in the security wizard is automatically populated with an entry, which is the current user who created the security configuration. This entry in the administrators window cannot be removed and is required to apply the configuration.

Use the Case administration client in a test environment before you add those changes to a production environment. When you have applied and tested the security configuration in the test environment, migrate those changes to the production environment. Using the Case administration client in the test environment, export the security configuration. Then, in the production environment, use the Case administration client to import the security configuration.

The available settings in the wizard are the results of the solution design. The case types and roles that are displayed were created by the business analyst in Case Builder during the design of the solution. Based on the security plan for the solution, you use the wizard to assign permissions for each type of case worker. For example, you might want the case worker role to have permission to view and update cases. You might grant another role, case auditor, permissions to view cases only.

When you apply a security configuration for a solution, the following user permissions for the case operations (ICM_Operations) user are applied to the solution.