Fastman Permissions Manager

The Challenge

How do I get an overview of Permissions in my folder structure? How can I quickly

edit permissions on many items?

Why do users need Edit Permissions to see Permissions?

How do I quickly replace or remove a user on many items?

How do we undo changes to permissions?

How do we see what access a user really has?

How can I be sure that the changes I am making have the desired outcome?

The Challenge

How do I get an overview of Permissions in my folder structure? How can I quickly

edit permissions on many items?

Why do users need Edit Permissions to see Permissions?

How do I quickly replace or remove a user on many items?

How do we undo changes to permissions?

How do we see what access a user really has?

How can I be sure that the changes I am making have the desired outcome?

Managing Permissions in Content Server

Why does it need to be so hard!

Fastman Permissions Manager

Fastman Permissions Manager

View and manage Content Server Permissions easily, quickly,

safely

Fastman Permissions Manager

The only tool built for the purpose

Viewing Permissions

• Dashboard view– One place, one view

• Filter– By User, explicit and

effective permissions

• Search– By owner, user,

group, permissions is granted or is not granted

• Group Memberships– View , add, remove,

replace, replicate• Quickly navigate

around– Drill down, expand,

collapse– One click access to

functions• In place, real time

– Language everyone uses

• View and Edit level access– Controlled by Admin

Integrated into Content ServerAccess with one click through function menu

Simple, one click access to authorised

Users

Rich, Interactive Dashboard

Select one or all items to change

Expandable tree view

Copy, Replace or edit Permissions

Replace / Remove User or Group

Filter on specific user or Group Permissions

Detailed Permission searchRollback

Permissions to any point in time

Select which Groups to apply

Show effective Permissions

Integrated reporting

Display Group MembersView Group Members within the Permissions Screen

Drill down into groups

Filter View by User or GroupFilter the view to show permissions a user or group

Filter View by User or GroupFilter the view to show permissions a user or group Select any current or

deleted user, or group

Filter View by User or GroupFilter the view to show permissions a user or group

Simple, interactive results with action items

Effective PermissionsSo how are effective permissions accumulated?

Show the effective permissions view for a different user

View how the permissions accumulate

Effective PermissionsSo how are effective permissions accumulated?

Show a crumb-trail path of the group membership hierarchy

Effective PermissionsSo how are effective permissions accumulated?

Show a crumb-trail path of the group membership hierarchy

Effective PermissionsSo how are effective permissions accumulated?

Show a crumb-trail path of the group membership hierarchy

Permissions SearchSearch for Owner, Owner Group, Public Access or specific Users or Groups

Specify the detailed permissions of items to be returnedSpecify which item types should be searched and how the results should be displayed

Permissions SearchTake actions directly from search results

Custom Object Types

Separate Volume

Supports Multiple Container TypesFolders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.

Task Lists

Supports Multiple Container TypesFolders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.

Supports Multiple Container TypesFolders, Projects, Business Workspaces, Task Lists, Collections, custom object types, etc.

Simplified models and restrictions respected

Read Only ViewI need to enable general users to see who has access...

Same Rich Interface

Access to functions controlled by user / group (Admin control)

Item level actions respected

Actual permissions respected (users see only what they have access to)

No ability to actually change permissions

“I want to change….”• Quickly change who has access to information

– By person, by group, by owner– One item, many items, entire libraries, containers– Securely, with confidence, validate results

• Enable information owners to be engaged – Securely enable business ownership of data access– Rollback function to manage risk

• Group membership– On boarding and off boarding– Team transfers– Reorganisations

Copy / Replace PermissionsI need to change permissions on one, many, thousands of items…..

You get to choose which, how, and to

what items

Choose to copy or replace permissions

Choose to apply to all items, or……

…choose to apply to selected items

I need to change permissions on one, many, thousands of items…..

Copy / Replace Permissions

Copy Permissions – Choose EntryCopy means copy one or more permissions matrix entry

Choose which entries from the Owner, Owner Group, Public Access and ACL-List will be copied

Replace PermissionsReplace permissions means entirely on selected items

All existing permissions matrix entries on selected items will be replaced with the parent items entries

Select children levels to push changes to

Selected items are listed

Update Official / Confidential items? (Configurable)

See preview of changes?

Choose how to apply the changes

Change / Replace Options

Verify changes before committing

Show list of items selected and count of items within folders based on cascade level

Counts of total items to skipped, why, click to see details

Details options presents list of rules based constraints (Marked Official, Confidential etc.)

Change / Replace Preview

Progress pageSelected items and count of container contents listed

Progress updated based on admin setting

Detailed list for errors/skipped items

Edit One ItemOr of course …. easily edit Permissions on each item directly from the dashboard

Replace / Remove User or GroupReplace multiple users/groups and replace user with group (or vice-a-versa)

Remove user feature

Replace All ACLS for selected user, replace only Owner or replace ACL only.

Retain or change permissions

Control level to which changes are applied

Manage Group MembershipsManage Group Memberships

See all group memberships for user or group

Remove a user from many groups in one action

Compare Group Memberships to another user or group

Copy selected or all group memberships in one action

Rollback / Undo Changes• What happens when someone makes a mistake?

– Easy to do– Hard to see what actually happened

• What happens when someone changes their mind?– Organisational, team, user changes

• To any point in time– Even before you installed Permissions Manager

• “What-if” options– “What-if” I added this group / user to that item?– “what-if” we removed that user, that group?– “What-if” we replaced or merged groups on these

items?

Rollback OptionsGranular Rollback options, you are in control

List of items and folders selected

Select target time, number of folder layers, what types of objects and what permission changes to process

Rollback PreviewJust to be sure ... preview before commit….

See list of all changes to be processed based on options and items selected

Rollback PreviewYes, you really can see the detail of permission changes…

Reporting ModuleKeep and share reports, fully integrated

LiveReports and WebReports

Access directly from dashboard

Use ours or write your own

“I need to Manage….”• Maintain Control

– Who can make what type of changes– Who can see permissions on content they do not ‘own’.– Globally by function or selectively by function, by

group or by individual user

• Limit system overhead– “throttle” search and change/replace functions– Adjust as needed to suit project and operational needs

• Records Management Compliance– RM rules respected– Compliance level configurable

Dual Level Access Control

Manage global access through Permissions Manager Settings (Admin only)

Manage Usage through Object and Usage Privileges (Admin only)

• Permissions Manager is powerful– Scope control– “throttling” options– Admin level control

• Example – limit children displayed and intelligent message displayed

Manage Scope and System Load

Extra row with message to indicate results are truncated

Challenge Answered!Managing Permissions in Content Server is now easy

Now I can quickly edit permissions on many items, and safely Now I know what

permissions looks like across my folder

structure My users can see and search for permissions without having to call

support Replacing or removing users and groups is a

breeze

Permissions messes are a thing of the past

Seeing what access users really have is

easy

If one of my team or a business user makes a mistake we can fix

it!

Otherwise….

Managing permissions remains hardNobody has the tools to do it properlyWe all spend far to much time trying to deal with this

Customer Viewpoint“Based on discussions with OpenText and independent research, Fastman Permissions Manager is the only product that provides robust security / permissions management functionality compatible with OpenText. Although there are other products which can be programmed to handle basic security/permissions we have greater functionality needs”US Insurance Company

“Last week I was in Geneva in the annual meeting of the International Institutions. It is amazing my friend that the vast majority are already customers of yours and we are all satisfied with the product. Well done!”European Multinational Finance Organisation

The Bottom LineFastman Permissions Manager meets the Operational needs of OpenText Content Server

Increases its effectiveness as a risk and compliance platform

Increases ROI, lowers deployment and support costs

Thank You!

info@fastman.com

www.fastman.comAustralia +61 3 9274 3900Asia +65 6679 5686Europe +31 6 4206 3775USA +1 949 502 3432