Create and Edit Sites

You can delegate application management to groups of users on local sites. Administrators of those sites can then manage access to views, reports, and repositories. When you create a site you can specify:

• local administrators – A list of members who you want as administrators for that site. This is listed on the Groups page as the name of the site suffixed with local administrators.

• members – A list of users that you want to grant access for a specific site. This is listed on the Groups page as the name of the site suffixed with all users.

• groups – You can create a group withing a site that contains subset of users belonging to the site. When you create a group in a site, that group is listed on the Groups page.

If a user is a member of the User Administrators group, they can:

• add a Group under a Site.

• add any meridian users to the members

• remove a member from a site

If you are not a member of the User Administrators group, but are a member of the Local User Administrators group for a Site you can carry out those activities for that Site.

You can choose the groups that appear as a result of creating a site when you:

• Configure repository security

• Configure view security

• Create repository views

To create a site:

1. In Meridian Enterprise ServerAdministration Console, in the System Management group, click USER MANAGEMENT.

   The Users page appears and lists the existing user accounts.

2. In the menu, click SITES.

   The SITES page appears.

3. Click New.

   The New Site dialog box opens.

4. Enter a Name and Description for the site.

5. Click Save.

   The New Site dialog box closes and the new site is listed on the Sites page.

6. Click the icon next to the site you created.

   The Overview page of the site appears.

7. To add administrators to the site:

   1. In the menu, click Administrators.

   2. Click Add.

      The ADD MEMBERS dialog box opens.

   3. Select the users you want as administrators of the site.

   4. Click OK.

8. To add members to the site:

   1. In the menu, click Members.

   2. Click Add.

      The ADD MEMBERS dialog box opens.

   3. Select the users you want as members of the site.

   4. Click OK.

   5. If you want to remove a user, select that user and click Remove.

9. To add groups to the site:

   1. In the menu, click Groups.

   2. Click Add New.

      The NEW GROUP dialog box opens.

   3. Enter a Name and Description for the group.

   4. Click Save.

10. To configure each group:

    1. Click the icon next to the group you want to configure.

       The Overview page of the group appears.

    2. In the General group, click EDIT.

       The Basic options dialog box for the selected group appears.

    3. If required, edit the Description for the group

    4. Click Save.

    5. In the AUTHENTICATION group, select the options you want:

       • CLEAR SECURITY TOKENS – Remove all security assignments for all members of the selected group. This forces all users of forms authentication to sign on again.

       • ENABLE FORMS AUTHENTICATION – Enable forms authentication for all members of the selected group.

         Note:

         Each user for which forms authentication is enabled will permanently claim a client license as described in Licenses.

       • DISABLE FORMS AUTHENTICATION – Disable forms authentication for all members of the selected group.

11. To add members to the group:

    1. In the menu, click Members.

       the Members page opens for the selected group.

    2. Click Add.

       The ADD MEMBERS dialog box opens and lists the members of the selected site that you can add to the group.

    3. Select the users you want as members of the group.

    4. Click OK.

    5. If you want to remove a user, select that user and click Remove.