Upgrade Roles and Privileges - Perceptive Content Update Guide - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Perceptive Content Update Guide

Platform
Perceptive Content
Product
Perceptive Content Update Guide
Release
Foundation 24.1
License

When you update from Perceptive Content 6.x, users with the owner or manager roles are assigned new user roles and privileges to preserve their former capabilities in the new environment. The following user roles and privileges are assigned during an upgrade.

6.3.x-6.7.x Role 7.x Role and Privilege Set
Owner user or manager user

Perceptive Manager

Department Manager of the Default department

All Global privileges

The ability to override private documents in the Client, normally granted in INTool.

When a user becomes a Perceptive Manager because of the upgrade, the user gains access to most of the privileges in the system. When you demote a Perceptive Manager, that user only loses the manager privileges in the global privilege category, while the other global privileges assigned during the upgrade remain active. Therefore, if you demote a Perceptive Manager after upgrade, you may need to disable several privileges manually that were assigned to that user.

Migration functionality is enabled for Perceptive Managers by default. You can disable migration for all users using an INTool command.

In Perceptive Content 7.0.x, the User Security privilege was removed. This privilege is now split into several privileges that grant users the ability to assign specific categories of privileges to users and groups. This split allows for more flexibility in the security capabilities granted to users in your organization. In addition, the Groups privilege, from the manage section of the global privilege category, no longer grants the ability to assign any privilege to groups, but instead only grants the ability to create a group and modify the members of a group. All users and groups with the Groups privilege in your prior version of Perceptive Content retain that privilege during upgrade, but you must assign additional privileges to the users and groups to reinstate their former ability to assign privileges to groups.

The system automatically generates a text report in the etc directory of your server, displaying the users and groups who had the User Security privilege and Groups privilege granted or denied in your prior version of Perceptive Content.

Changes were also made to batch processing privileges. The Drawer > Batch (Proposed Key) > Process privilege is now required for batch processing and must be granted to users manually after you upgrade.

We recommend you reassign privileges and user roles after you upgrade to 7.x. For more information, refer to Department Administration Best Practices.