Create And Edit User Accounts

To manually create or edit a user account:

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

   The General page appears.

   Click the Users page.

   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 . 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 . 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.

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>"

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.

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.

You can use an option to automatically create an account when a user browses to a Meridian client but does not have an account in Enterprise Server. With this option enabled, the user can enter the client and a license is claimed.

This option is selected by default. To disable or re-enable it:

1. Navigate to the General page.

2. Select or clear the check box next to Automatically create a user record when accessing a client.

3. Click Save.

If this option is disabled and a user who does not have an account browses to a Meridian client, a page appears saying that the user has no access.