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Security Keywords

SECTION 1: Course Instruction

01 Introduction 1 m
02 Demonstration - Two Examples 3 m
03 What are Security Keywords? 2 m
04 Configuring Security Keywords 3 m
05 Security Keywords in Action 13 m
06 Best Practices 3 m
07 Troubleshooting 3 m
08 Activity - Configuring Workflow to Respect Security Keywords
09 Conclusion 1 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

10 Final Assessment

Security Keywords are a function that allow your business to secure particular information beyond the typical user permission levels. They enable you as an administrator to enable or disable visibility of a document to specific users or user groups based on keyword value. Even more, Security Keywords are available as a feature in any OnBase solution! This course covers the description, configuration, best practices, and some troubleshooting tips for using and configuring Security Keywords.

  • Premium
  • P1376
  • Intermediate
  • 29 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • What are Security Keywords?
  • Using Security Keywords to assign appropriate access to documents and document types
  • Mapping Security Keywords to User Name to restrict document access
  • Configuring Security Keywords and the User Group or User level
  • Determining the best keyword to use as a Security Keyword
  • Planning your strategy for implementing Security Keywords
  • Minimizing the effect of Security Keywords on the database
  • Optimizing Security Keyword interaction with Folders, Custom Queries, and Document Knowledge Transfer
  • Configuring Workflow to respect Security Keywords