User Guide › Administration › Content Transfer › Work Flow › Access Rights and Roles

Access Rights and Roles

To use Content Transfer, users must have the Content Transfer Wizard role permission. This role is assigned in the Role Details page of the Administration settings and requires permissions for all other roles in addition to the Content Transfer role.

Transfer of entities requires full Content Transfer permissions, full read rights to all entities in the source environment and full access to the local environment.

As an Administrative prerequisite, this requires that the source environments be defined to Insight via the Content Transfer Wizard Environments function (see Defining the Source Environment).

Before attempting to transfer entities of any kind, the CA Business Service Insight administrator must define the source environments to the Content Transfer Wizard.

Note: To use Content Transfer, the user must have all permissions to all functions (such as “superuser”) in the local. These other role permissions must be checked manually – it is not sufficient to check only the Content Transfer Wizard role.

Define the Source Environment

All source environments must be defined before beginning a transfer from the source environment to the local environment. Follow these directions to define (add) a source.

To define (add) a source environment:

1. Click Administration, Content Transfer, Define Environment. The Content Transfer Environments page opens.
2. Click Add New. The Source Environment Details dialog opens.
3. Enter a name for the source, its URL, your user name, password, and the Organization name on the source server.
4. Click Save. The source environment is added and appears in the results area.

Notes:

• Actual transfer is done asynchronously.
• An error message displays whenever the user permissions are not super user permissions.