Bind metadata values to user groups with matching names - Fluid Topics - Latest

Fluid Topics Configuration and Administration Guide
Category
Reference Guides
Audience
public
Version
Latest

Automatic binding grants users access to a document or topic when they belong to a user group with the same name as a metadata key value.

Administrators can assign groups to users manually from the Manage users menu, through the Set a user's groups web service, or automatically, based on the users' SSO attributes.

To configure automatic binding:

  1. Go to the Access rules administration interface.
  2. Select New access rule.
  3. Enter a rule name.
  4. Enter a rule description.
  5. Under Authorized groups, select Automatically bind metadata values to user groups with matching names.

  6. Under Metadata requirements, select the metadata key with values to match against user group names.

    For example: the selected metadata key is audience. audience has two possible values in the content of the portal: public and internal.

    Users belonging to the internal user group automatically get access to documents with audience = internal.

  7. Optional: select more metadata keys with values to match against user group names.

    If multiple metadata keys are selected, a document is accessible only to users who belong to all matching groups.

    For example: the selected metadata keys are audience and country. Users belonging to both the internal and belgium user groups automatically get access to documents with audience = internal and country = belgium.

    Users belonging to the internal user group only do not get access to these documents.

  8. Optional: add metadata requirements to set which content is concerned by the rule.

    Content must match the metadata requirements, and have values for the selected automatic binding keys.

    For example: with automatic binding on the audience and country metadata keys, and a metadata requirement which is metadata key = document_type "contains any of" metadata value = Reference guide:

    • a document with audience = internal, and country = belgium, and document_type = Reference guide, is accessible only to users belonging to both the internal and belgium groups.
    • a document with audience = internal, and country = belgium, and document_type = Brochure is not affected by this rule.