Previous Topic: Updating Organization InformationNext Topic: Updating RiskMinder-Specific Configurations


Updating the Basic Organization Information

To update the basic organization information:

  1. Ensure that you are logged in with the required privileges and scope to update the organization.
  2. Activate the Organizations tab.
  3. Under the Manage Organizations section, click the Search Organization link to display the Search Organization page.
  4. Enter the complete or partial information of the organization you want to search and click the Search button.

    A list of organizations matching the search criteria appears.

  5. Under the Organization column, click the <ORGANIZATION_NAME> link for the required organization.

    The Organization Information page appears.

  6. In the Organization Details section, edit the required fields (Display Name and Description).
  7. Edit the Administrator Authentication Mechanism, if required.

    You can edit the authentication mechanism only if there no administrators exist for this organization.

  8. In the Localization Configuration section, you can:
    1. Choose to Use Global Configuration.

    or

    1. Edit the Date Time Format and Preferred Locale.
  9. In the Custom Attributes section, edit the Name and Value fields, if required.
  10. Click Next to proceed with additional configurations:
    1. On the Select Attribute(s) for Encryption page, Use Global Configuration if you want to use the global settings for your attribute encryption set configuration, or select the attributes that you want to encrypt from the Available Attributes for Encryption list to the Attributes Selected for Encryption list, and click Next.

      You cannot update attributes if users have already been created in the organization.

    2. On the Update Administrators page, update the administrators who will manage the organization, and click Next.
    3. On the Configure Account Type page, configure the account types by moving them from the Available list to the Selected list and click Next.

      You cannot deselect global account types.

    4. On the Configure Account Custom Attributes page, add custom attributes for the accounts and click Next.
    5. On the Configure Email/Telephone Type page, configure the mandatory and optional Email address and Telephone Type for the users, and click Save to complete the process.
    1. Use the information in Creating Organizations in LDAP Repository to update the fields, as required, and click Next to display the page to edit the Repository Attribute Mappings.
    2. Except for the UserName mapping, you can edit the other mappings. Click Next to display the Select Attribute(s) for Encryption page.
    3. On the Select Attribute(s) for Encryption page, Use Global Configuration if you want to use the global settings for your attribute encryption set configuration, or select the attributes that you want to encrypt from the Available Attributes for Encryption list to the Attributes Selected for encryption list, and click Next.
    4. You cannot update the attributes if users have already been created in the organization. In the case of LDAP, even a simple search operation for users in the LDAP repository registers the users in the database. So, you cannot update the attributes if you have searched for users in the LDAP repository.
    5. On the Update Administrators page, update the administrators who will manage the organization and click Next.
    6. On the Configure Account Type page, configure the account types by moving them from the Available list to the Selected list and click Update to save your changes and complete the process.

      You cannot deselect global account types.

  11. Refresh all deployed RiskMinder Server instances.

    See "Refreshing the Cache" for instructions on how to do this.