Background

If users wish to create reservations for scanned documents that should be restricted from other users, they can take advantage of Worldox's security features to do so - both Ethical Walls and file level security classifications are supported.   When the reservation is fulfilled, the security of the scanned document will be the same as that originally assigned to the reservation.

The only caveat is that you must configure the security so Symphony Profiler can modify the document.   Recall that Symphony interacts with Worldox as a regular Worldox user (normally 000000, but this can be configured in preferences).   This article describes how to configure Worldox security to ensure that the Symphony user will be able to actually fulfill reservations.

If you do not do this configuration, the reservation will not be fulfilled, and you will see the following errors in the logs (Document for reservation xxxxx can not be written to):

Configuration for Ethical Walls

In the ethical wall configuration, be sure that you have added the Symphony Worldox user (usually 000000) to the users list for the ethical wall, and that you have configured that user to have full access to documents covered by the ethical wall.

Configuration for Security Classifications

When users classify individual documents, they need to make sure that they include the Symphony Worldox user (usually 000000) in the classification and give full access to that user.   To make this easier, we suggest creating the following two security classifications (this is done from WDAdmin, Security->Classifications):

• <Private - for Symphony documents>
• <Read Only - for Symphony documents>

First, create the <Private - Symphony documents> classification:

1. WDAdmin, Security->Classifications
2. Click New
3. Ensure that the <Everyone Else> group has NO rights assigned   (this is the default)
4. Click Add User
5. Choose the Symphony Worldox user (usually 000000)
6. Ensure that the Symphony Worldox user has full rights
7. Click OK
8. You will be prompted for a classification name and Who Sees It
9. Set the name to:   <Private - Symphony documents>
10. Set the Who sees it to: Everyone
11. Click OK

Now create the <Read Only - Symphony documents> classification:

1. WDAdmin, Security->Classifications
2. Click New
3. Configure the <Everyone Else> group so it has Find and Read rights assigned
4. Click Add User
5. Choose the Symphony Worldox user (usually 000000)
6. Ensure that the Symphony Worldox user has full rights
7. Click OK
8. You will be prompted for a classification name and Who Sees It
9. Set the name to:   <Read Only - Symphony documents>
10. Set the Who sees it to: Everyone
11. Click OK

When the user is creating a reservation, they can now choose one of those classifications to ensure that the reservation will be secured AND that Symphony Profiler will be able to fulfill it.