Defining content authority groups (CAGs)

In the Maintenance area of Content Management, select Content authority groups. Select an existing content authority group (CAG) to change its properties, or you can add or delete a CAG. Expand the Group Membership section to add new group members. Once members have been added, you can edit CAG permissions for each member.

When defining a CAG, you can designate that it is a Master Admin CAG. This assigns all members of this CAG to the Content Administrator Document System security role, which gives them full Document System permissions to all CM definition objects in the system. This is useful when you want to ensure that members of this CAG are never limited in any way by the Access Control settings of CM definition objects.

To enable the people who perform web content authoring to view and define content folders and content records, you must grant Document System Read, Edit, and Delete permissions to these people in the Access Settings section of every content folder definition. It can be too permissive to grant these permissions to the security role Everyone, and it can be too tedious to add every person as an individual user just so you can grant them the appropriate permissions.

A much easier method is to define CAGs that are based on your preexisting iMIS security groups, with each CAG having the same members as the corresponding security group. Then, when defining content folders, you can assign the CAG in the Workflow Management section, and in the Access Settings section you can grant Document System Read, Edit, and Delete permissions as needed (or Full Control permissions to confer all three) to corresponding security group.

You create a CAG that is based on an iMIS security group by selecting the Copy an existing iMIS Group option when you are adding a new CAG. This creates a CAG that:

■ Has the same members as the selected iMIS security group (copied at the time of creation—if additional members are later added to the security group, they are not automatically added to the CAG).

■ One of the members has Content Editor and Default Owner CAG permissions assigned by default. All other members have no CAG permissions at all. You must edit the permissions for each member.

Note: After you create a CAG in the manner, the CAG and the original iMIS security group do not automatically stay in sync. They are effectively two different groups at this point and each must be updated separately.

■ You must have planned the content authoring workflow that you want for your organization.

■ (optional) You should have a list, prepared with the assistance of the person who performs iMIS administration, of the standard iMIS security groups for which you want to create corresponding CAGs.