Limiting access to documents

This topic describes how to specify that certain types of documents can be displayed and processed only on certain computers ("protected work areas") for security reasons.

Other ways of limiting access and protecting documents:

• Assign rights to a document type.

• Assign privileges to perform specific actions.

• Limit the data that a collector processes.

Prerequisites for restricting documents to protected work areas

• The client is created.

• The process is created.

• The document types are created.

Setting up protected work areas

First you must define at least one group consisting of one or more specific computers where the protected documents can be displayed and/or processed.

1. Using the XBOUND Management Center, open a console containing the Security Manager.

2. At the bottom of the Computer Groups pane, click +.

3. Type a name for the group and press Enter.

4. At the bottom of the Computers pane, click +.

5. Type the name of a computer to add and press Enter.

   Important: XBOUND does not check the computer name. You must type it correctly.

   Tip: If needed, change the domain name by clicking it and then pressing F2 on your keyboard.

6. Add additional computers as needed.

   Tip: Press Enter twice to specify the next computer name.

7. Save your changes:

   

Specifying protected documents

The next step is to specify which document types are to be displayed or processed by which computer groups.

1. Using the XBOUND Management Center, open a console containing the Process Designer.

2. Under Process Navigation, select the process in which the protected documents will occur.

3. In the Process area, click Document Types:

   

4. Right-click the document type to be protected and select Configure Protected Areas. The Computer Groups for Protected Documents dialog is displayed.

5. Under Computer groups, select Activated to show which computer groups are allowed to view or process that type of document.

6. Click OK.

7. Save the process by clicking the Save button: