Document Management Systems Logo
Help Home      Return to FileHold.Com
Expand All  |  Collapse All
 

Configuring User & Document Security in FileHold - Tutorial Video Series

 

This tutorial video series is designed to help you to understand FileHold security. These activities are required before the system can be rolled out to users in a secure fashion.

This video series is designed to be watched in order as each video builds on the topics or exercises covered in the previous video.


1

FileHold User & Document Security Overview (15:06)

This presentation provides an overview of FileHold’s user and content security model and provides best practices guidance when planning your FileHold implementation from a security standpoint. This video does not cover the implementation of the standards after they have been designed.

This video covers the following topics;

  1. FileHold Groups & roles bases security model
  2. Locally Managed & Domain managed user accounts
  3. How documents are secured (content authentication)
  4. Best practices when preparing to add users / documents


  5. Click Here to Watch This Video

2

Implementing your User & Document Security Standards (12:25)

This video provides step-by-step instruction on how to implement your user and document security standards in FileHold. This video does not cover the testing of the security standards. Once the exercises in this video are complete you should be ready to test the security standards you have implemented prior to rolling it out to end users.

This video covers the following topics;

  1. Create FileHold Groups & Assign roles to each group
  2. Add users (or Import Users from Active Directory)
  3. Assign Users to FileHold Groups
  4. Setup Document Type Memberships
  5. Setup Cabinet memberships, drawers & sample folders
  6. Create a Read-Only folder


  7. Click Here to Watch This Video

3

Testing your User & Document Security Standards (5:06)

This presentation focuses on how to test the security model you have implemented as a result of the exercises outlined in the implementing your security model video.

This video covers the following topics;

  1. Test user / system security (authorization)
  2. Test document security (document authentication)
  3. Test search security


  4. Click Here to Watch This Video