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Create Resources in the Permission Configuration

To manage permissions for CA GovernanceMinder, create resources in the permissions configuration file (eurekify.cfg).

To create resources in the permissions configuration file

  1. Verify that the database server and the CA GovernanceMinder server are running.
  2. In the client tools, click File, Review Database.

    The Database Wizard appears.

  3. Select the Eurekify.cfg file, clear the Write Protected check box, and click Open.

    The Eurekify.cfg file appears. Each role in this configuration file represents a set of permissions. Each resource is a rule or filter that defines the scope of access to Portal functions or data.

  4. Click the Resource Database icon or click View, Resource Database.

    The resource database associated with the configuration appears in a new window.

  5. In the resource database window, right-click and select Add Resource.

    The Resource Details screen appears.

  6. Fill in the fields appropriately, depending on the resource type you are adding (Link, Doc_Access, or Filter.)
  7. Click OK.
  8. Repeat Steps 6 through 8 for every resource you want to add.
  9. Add the new resources to the configuration file, as follows:
    1. Select a new resource and drag it to the resource section of the Eurekify.cfg window.

      The cursor changes into an ADD icon.

    2. Release the cursor.

      The new resources are added to the configuration file.

  10. Save changes to the Eurekify.cfg file.