Attribute Security Filter Management - EnterWorks - EnterWorks Process Exchange (EPX) - Precisely EnterWorks - 10.5

EnterWorks Classic Administration Guide

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Precisely EnterWorks
EnterWorks Classic Administration Guide
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An Attribute Security filter controls access to column data (attributes) in a repository. The filters are created based on the profile definition and assigned to repository security to users and groups.

  1. Log into EnterWorks Classic as an Administrator.

  1. Open the Feature bar, open the Security Filters folder, and select Attribute Security Filters function. The list of existing attribute security filters will appear.

  1. Select the desired attribute security filter record.

  2. Select Edit from the Action menu. The Attribute Security Filter page will appear.

  3. The attribute security filter is defined for a profile. For new filter, a profile must be chosen. Click Next.

  1. The Attributes for the profile are listed in a collapsible sub-grouping list. Set read and edit permission for each attribute in all sub-groups. If you have selected a profile where a Taxonomy with Owner configuration is defined for one of the attributes, then an additional column titled Owner Edit will appear for each attribute section. A check in this column means that only the user defined as the owner of the Taxonomy code value will have edit permission to item data containing that value.

  2. Click Save.

  1. To assign the Attribute Security Filter to a Group:

    1. Open the Users and Group feature

    2. Open the Group function

    3. Select the Group record the Attribute Security Filter applies to.

    4. Select the Security option from the Action drop-down menu.

    5. The Security window will appear.

  1. Click the Hide All link on the top right of the screen to close all the category details.

  2. Navigate to the Repositories section and open it by clicking the + plus sign.

  1. Navigate to the repository needing the attribute security filter applied for the group.

  2. Select the Attribute Security Filter in the Record Attribute Filter column.

  3. Navigate to the bottom of the list and click the Save button.

  1. The same method can be used to assign an Attribute Security Filter to a User (starting with a User instead of a Group), but it is recommended as best practice to use a group (even if there is only one person in the group).