Configuring security
When you and your users log on to the IBM® eDiscovery Manager web client, you connect to a content server. The type of content management system (IBM FileNet® P8 or IBM Content Manager Enterprise Edition) determines how you configure security, create user IDs, and assign access rights and privileges.
User IDs
In FileNet P8 environments, the user IDs that users enter when they log on to the eDiscovery Manager web client are created by an LDAP administrator.
In Content Manager EE environments, the user IDs that users enter when they log on to the eDiscovery Manager web client can be created by a Content Manager EE administrator or by an LDAP administrator. LDAP user IDs are recommended because they can be imported into Content Manager EE and they are then synchronized across content servers.
Logging in to the eDiscovery Manager web client
When users log into eDiscovery Manager, they log into the primary content server. The same user IDs and passwords are then used across all content servers that the users access. For this reason, user IDs and passwords must be synchronized across content servers. If they are not synchronized, users will be unable to access secondary content servers and to search the content on those servers. Use the Synchronize Users button on the User Roles pane of the Administration page to create an eDiscovery group on each secondary content server and to ensure that all eDiscovery users are added to that group.
Roles
eDiscovery Manager supports a set of predefined roles that are enforced by content server security models. Together, eDiscovery Manager roles and content server security control what users can do and what objects they can access. The role or roles that an eDiscovery Manager Super User assigns to a user determine the tasks which that user can perform. For example, IT Administrators can configure eDiscovery Manager. Archive Searchers can search content archives and view their content. Case Builders can not only search content archives and view their content, but they can add content to a case, remove content from a case, and move and copy content between folders.
See the "User roles" online help topic for complete information about user roles and see the "Configuring user roles" online help topic for information about assigning roles to users.