Create And Edit User Accounts

Meridian Enterprise user accounts can be created either manually as described in this topic or by importing them from a Microsoft Active Directory as described in Synchronize Users And Groups From Active Directory. Each Meridian Enterprise user account can be associated with one or more Windows accounts.

Note:

Meridian Enterprise user accounts and groups can be created and modified from the Meridian Enterprise Administrator program if a connection from the EDM Server has been configured to the Meridian Enterprise Server services as described in Meridian User Administration.

ClosedCreate or Edit a User Account

To manually create or edit a user account:

  1. In Meridian Enterprise Server Administration Console, in the System Management group, click User Management.

    The Users page appears and lists the existing user accounts.

    To filter the list of user names:

    • Type the beginning of the user's full name in the filter box and then press Enter or click the filter icon A blue spyglass icon.. The list is filtered on the text that you typed.

  2. Choose between two options:

    • To create a new account, click New.

      The New User dialog box appears.

    • To edit an existing account, double-click the name of the user account that you want to edit.

      The option pages for the selected account appear.

  3. On the Basic page, click options or type values using the descriptions in the following table.

    Basic user account options
    Option Description

    Name

    Type the user's ID as you want it to appear to other users.

    Full name

    Type the user's full name as you want it to appear to other users.

    Initials

    Type the user's initials.

    Description

    Type a description of the user.

    Title

    Type the title of the user.

    Disabled

    Select the check box to disable the account. Clear the check box to enable the account.

    If you select this check box, the user will be removed from all user lists, including work flows and role assignments. The user can still use Quick Change, but cannot use application links.

    Locked

    Select the check box to lock the account and prevent the user from logging on to Meridian Enterprise with any client application. An account can also be locked automatically by the Meridian FDA Module if the user exceeds the maximum number of logon or electronic signature attempts.

    Organizational Unit

    Type the name of the organizational unit in which the user works.

    Email Address

    Type the email address where notifications for this user should be sent.

  4. On the Windows Accounts page, click options or type values using the descriptions in the following table.

    Windows account options
    Option Description

    Windows account

    For each Active Directory account that you want to associate with this user:

    • Type the full name of an account as it appears in Active Directory and then click the Add icon A blue circle with a blue plus symbol in its center..

      If the name is validated in Active Directory, it is added to the accounts list.

  5. On the Authentication page, click options or type values using the descriptions in the following table.

    Authentication options
    Option Description

    Allow forms authentication

    Enable this option if this user is allowed to log on using ASP.NET forms authentication.

    To specify the Active Directory for forms authentication, see Enable Forms Authentication.

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

  6. Click Save.

ClosedImport Users from a Meridian Enterprise EDM Server User Database

To import users from a Meridian Enterprise EDM Server user database:

  • Run the following program as an Administrator account where:

    • <UserDBfile> is the path to the Meridian Enterprise user database file in Microsoft Access (MDB) or SQLite

    • <ESaddress> is the Meridian Enterprise Server address (UPN syntax) if it is located on a different computer. If Meridian Enterprise and Meridian Enterprise Server are installed on the same computer, omit the <ESaddress> argument.

    •  <Password> is the password for the UPN account on the Meridian Enterprise Server computer.

    • -T or -Trace enable logging to a file for troubleshooting.

      C:\Program Files\BC-Meridian\Program\BCUsersMeridian2BCESConvertor.exe <UserDBfile> [-A<ESaddress>] [-T[race]]

      For example:

      C:\Program Files\BC-Meridian\Program\BCUsersMeridian2BCESConvertor.exe
      "D:\BC-Meridian Vaults\ICUserDB.SDF"
      -A"Host=MyServer;Port=8686;UPN=MyDomain\Meridian;Password=<Password>"

ClosedAdd a User to a Meridian Enterprise Group

To add a user to a Meridian Enterprise group:

  1. Open the user account for editing as described in the previous task.

  2. In the menu, click Membership.

    A page appears that lists the user's current group memberships.

  3. Click Add.

    The Add Groups dialog box appears and lists the current Meridian Enterprise groups.

  4. Select the groups that you want to add the user to.

  5. Click OK.

    The selected groups appear in the list of the user's current group memberships.

ClosedRemove a User from a Meridian Enterprise Group

To remove a user from a Meridian Enterprise group:

  1. Open the user account for editing as described in the previous task.

  2. In the menu, click Membership.

    A page appears that lists the user's current group memberships.

  3. Select the groups that you want to delete the user from and then click Remove.

    The selected groups are deleted from the list of the user's current group memberships.

2022 R2