Configure access to IXIASOFT CCMS functions

Content-management functions can be configured to be available to users associated with specific roles or groups. For example, the Lock function can be set up so that Graphic Artists and Authors have access to it when authoring images or topics.

Note: You should make these configuration changes in the Test environment and test them before copying them to the Production environment. In a dedicated SaaS deployment, after testing the changes, ask IXIASOFT Customer Support to copy the changes to the Production environment.
  1. In TEXTML Administration perspective, right-click the Content Store node and select CCMS Admin > Manage Access.
    The Access Manager window opens.
    Note: IXIASOFT recommends that you avoid directly editing the accessrights.xml file. The Access Manager window has built-in validation mechanisms to reduce errors.
  2. Click the Lock button (lock manager icon).
    The accessrights.xml file is checked out for your exclusive use.
  3. In the Actions list, select the action you want to configure.
  4. Under Conditions, do one of the following:
    • To modify an existing condition, select the condition.
    • To create a new condition, right-click and select New Condition.
    Tip: Keep the number of conditions for any given action to a minimum, and make them as broad-based as possible. The more conditions you configure, the longer the configuration will take and the more adjustments you may have to make to your configuration in future.
  5. Under Status/Type, select all document types, cycles, and states that apply for the action.
    Tip: If you don't see the document type you want to configure, right-click and select New Type on > doctype, where "doctype" is the document type. To configure an action for all document types, select the asterisk (*).
  6. Under Roles and/or Groups, select all the users who will have access to the selected action.
    For example, in the screenshot below, the Assign to action will apply for all document objects in the Authoring cycle, and will be accessible to Author, Graphic Artist, and Information Architect users.
    Figure: Configuring access to the Assign to action


    Note: The Users list is used for IXIASOFT testing purposes only.
  7. Click Check In Document (check in manager icon).
  8. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web so that users will see the change reflected there.